Nonprofit · EIN 87-2756443
BURRELL-PREFERRED INC
Tax-exempt · SPRINGFIELD, MO 65807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $71,422,083 | $71,422,452 | -$369 | $76,604,517 | $32,243,060 | $44,361,457 |
| June 30, 2024 | 990 | $12,216,377 | $12,216,006 | $371 | $36,738,837 | $10,462,305 | $26,276,532 |
| June 30, 2023 | 990 | $5,293,182 | $5,293,182 | $0 | $4,818,161 | $4,818,161 | $0 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $70,915,841
- Investment income
- $506,242
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $50,000
- Compensation of officers, directors and key employees
- $5,022,702
- Other salaries and wages
- $34,894,248
- Salaries, compensation and benefits (total)
- $48,282,537
- Professional fundraising fees
- $0
- Legal fees
- $304,797
- Accounting fees
- $392,275
- Occupancy
- $315,335
- Travel
- $1,161,268
- Depreciation
- $84,385
- Program services (functional)
- $57,347,218
- Management and general (functional)
- $14,075,234
Balance sheet and other
- Total assets, start of year
- $36,738,837
- Total assets, end of year
- $76,604,517
- Total liabilities, end of year
- $32,243,060
- Net assets, end of year
- $44,361,457
- Land, buildings and equipment
- $283,331
- Publicly traded securities
- $5,861,879
- Net assets without donor restrictions
- $44,361,457
- Gross receipts
- $71,422,083
- Employees
- 451
- Volunteers
- 11
- Year formed
- 2021
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CJ DAVIS | PRESIDENT AND CEO Officer | 40 | $1,120,194 | $156,767 |
| MICHAEL SCHWEND | PRESIDENT AND CEO - PFH Officer | 40 | $764,634 | $253,243 |
| JENNIFER GAGNON | CHIEF FINANCIAL OFFICER Officer | 40 | $523,920 | $98,355 |
| THOMAS WEBER | CHIEF ADMINISTRATIVE OFFICER Officer | 40 | $507,790 | $105,203 |
| GARIMA SINGH | CHIEF MEDICAL OFFICER Officer | 40 | $509,040 | $57,376 |
| ANDREW SCHWEND | CHIEF STRATEGY OFFICER Officer | 40 | $382,213 | $87,346 |
| STACEY HUDSON | CHIEF HUMAN RESOURCES OFFICER Officer | 40 | $371,708 | $84,913 |
| CLAY GODDARD | PRESIDENT, SOUTHWEST REGION Highest-paid employee | 40 | $284,266 | $21,718 |
| CELESTA HARTGRAVES | PRESIDENT, FIREFLY Highest-paid employee | 40 | $258,537 | $11,598 |
| TONY HILKIN | PRESIDENT, GREATER ST. LOUIS Highest-paid employee | 40 | $222,582 | $11,161 |
| JENNIFER WILSON | VICE PRESIDENT OF HUMAN RESOURCES Highest-paid employee | 40 | $210,719 | $14,673 |
| RYAN EDWARDS | CHIEF OPERATING OFFICER, FIREFLY Highest-paid employee | 40 | $174,452 | $42,922 |
| NICK SANDERS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PAUL WILLIAMS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT BERRY | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY HENDERSON | DIRECTOR Trustee or director | 1 | $0 |
| DONALD CROSBY | DIRECTOR Trustee or director | 1 | $0 |
| ELPHANIE SWIFT | DIRECTOR Trustee or director | 1 | $0 |
| HAL HIGDON | DIRECTOR Trustee or director | 1 | $0 |
| PAUL DEAL | DIRECTOR Trustee or director | 1 | $0 |
| PHYLLIS WOLFRAM | DIRECTOR Trustee or director | 1 | $0 |
| SANDRA KINSEY | DIRECTOR Trustee or director | 1 | $0 |
| TOM GAUNT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL SCHWEND | PRESIDENT AND CEO - PFH Officer | 40 | $828,703 | $447,765 |
| CJ DAVIS | PRESIDENT AND CEO Officer | 40 | $893,047 | $260,425 |
| JENNIFER GAGNON | CHIEF FINANCIAL OFFICER Officer | 40 | $439,519 | $128,739 |
| THOMAS WEBER | CHIEF ADMINISTRATIVE OFFICER Officer | 40 | $417,258 | $124,173 |
| GARIMA SINGH | CHIEF MEDICAL OFFICER Officer | 40 | $504,448 | $26,914 |
| ANDREW SCHWEND | CHIEF STRATEGY OFFICER Officer | 40 | $328,720 | $107,165 |
| ADAM ANDREASSEN | CHIEF OPERATING OFFICER END 11/23 Officer | 40 | $338,470 | $74,033 |
| STACEY HUDSON | CHIEF HUMAN RESOURCES OFFICER Officer | 40 | $296,488 | $101,254 |
| NICK SANDERS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PAUL WILLIAMS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT BERRY | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANTHONY HENDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DON CROSBY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELPHANIE SWIFT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HAL HIGDON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PHYLLIS WOLFRAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SANDRA KINSEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM GAUNT | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL SCHWEND | PRESIDENT Officer | 40 | $737,965 | $270,117 |
| CJ DAVIS | PRESIDENT AND CEO Officer | 40 | $848,536 | $142,186 |
| GARIMA SINGH | CHIEF MEDICAL OFFICER Officer | 40 | $493,452 | $30,055 |
| JENNIFER GAGNON | CHIEF FINANCIAL OFFICER Officer | 40 | $433,822 | $86,236 |
| THOMAS WEBER | CHIEF ADMINISTRATIVE OFFICER Officer | 40 | $378,258 | $88,627 |
| ADAM ANDREASSEN | CHIEF OPERATING OFFICER Officer | 40 | $381,153 | $84,905 |
| ANDREW SCHWEND | CHIEF STRATEGY OFFICER Officer | 40 | $299,745 | $79,093 |
| STACEY HUDSON | CHIEF HUMAN RESOURCES OFFICER Officer | 40 | $267,417 | $73,421 |
| JOSH BADE | FORMER CHIEF LEGAL OFFICER Former | 1 | $155,099 | $0 |
| ANTHONY HENDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DON CROSBY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELPHANIE SWIFT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HAL HIGDON | DIRECTOR/VICE CHAIR BEG 01/23 Trustee or director, Officer | 1 | $0 | $0 |
| NICK SANDERS | DIRECTOR BEG 10/22 Trustee or director | 1 | $0 | $0 |
| PAUL WILLIAMS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PHYLLIS WOLFRAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT BERRY | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SANDY KINSEY | DIRECTOR BEG 01/23 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2885 W BATTLEFIELD ST, SPRINGFIELD, MO 65807-3952
- In care of
- % JENNIFER GAGNON
- Principal officer (990 for 2024)
- CJ DAVIS, 2885 W BATTLEFIELD, SPRINGFIELD, MO 65807
- Signed the 990
- CJ DAVIS, CEO
- Phone
- (417) 761-5000
- Website
- WWW.LIVEBRIGHTLI.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
BURRELL-PREFERRED, INC IS THE MEMBER OF TWO ORGANIZATIONS THAT PREVIOUSLY DIRECTED OPERATIONS FOR SEPARATE HEALTH CARE SYSTEMS, BURRELL, INC AND PREFERRED FAMILY HEALTHCARE. SEE SCHEDULE O FOR ADDITIONAL DETAILS.
Program accomplishments
- PROVIDING OVERALL COORDINATION FOR RELATED TAX-EXEMPT ORGANIZATIONS WITHIN THE SYSTEM IN SUCH MATTERS AS APPROVING BUDGETS, STRATEGIC PLANNING, MARKETING, ALLOCATING RESOURCES, SECURING TAX-EXEMPT BOND FINANCING, AND PROVIDING COMMUNITY EDUCATION.Expenses $57,347,218 · grants $50,000 · revenue $70,915,841
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 87-2756443
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III functionally integrated
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2022
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E60)
- Assets (IRS master file)
- $76,604,517
- Income (IRS master file)
- $71,422,083
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $71,422,083 | $71,422,452 | $76,604,517 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $12,216,377 | $12,216,006 | $36,738,837 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $5,293,182 | $5,293,182 | $4,818,161 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $2,972,051 | $2,972,051 | $3,392,892 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-2756443).
Questions about BURRELL-PREFERRED INC
- What is the EIN of BURRELL-PREFERRED INC?
- The employer identification number (EIN) of BURRELL-PREFERRED INC is 87-2756443.
- Is BURRELL-PREFERRED INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to BURRELL-PREFERRED INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does BURRELL-PREFERRED INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BURRELL-PREFERRED INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BURRELL-PREFERRED INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BURRELL-PREFERRED INC?
- The 990 for the year ended June 30, 2025 names CJ DAVIS.
- Who are the officers and directors of BURRELL-PREFERRED INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 12 received compensation from the organization, the highest $1,120,194 (CJ DAVIS, PRESIDENT AND CEO).
- How much revenue does BURRELL-PREFERRED INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $71,422,083, expenses of $71,422,452 and total assets of $76,604,517 at year end.
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