Burrell-Preferred Inc
Nonprofit profile at a glance
- EIN
- 872756443
- IRS 990 coverage
- 2021–2024
- Forms available
- Form 990 2024, Form 990-T 2024
- Location
- Springfield, MO, USA
- Phone
- 4177615000
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Health Support Services
Reported finances
- Revenue
- $71,422,083
- Expenses
- $71,422,452
- Assets
- $76,604,517
- Liabilities
- $32,243,060
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
23 people listed
Executive titles in this filing
- CJ DAVIS (PRESIDENT AND CEO)
- MICHAEL SCHWEND (PRESIDENT AND CEO - PFH)
- CELESTA HARTGRAVES (PRESIDENT, FIREFLY)
- CLAY GODDARD (PRESIDENT, SOUTHWEST REGION)
- JENNIFER WILSON (VICE PRESIDENT OF HUMAN RESOURCES)
- TONY HILKIN (PRESIDENT, GREATER ST. LOUIS)
Highest reported compensation
- CJ DAVIS (PRESIDENT AND CEO): $1,276,961 total reported compensation
- MICHAEL SCHWEND (PRESIDENT AND CEO - PFH): $1,017,877 total reported compensation
- JENNIFER GAGNON (CHIEF FINANCIAL OFFICER): $622,275 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Other-operating. 99% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 71
- Transparency & Controls: 91
- Accountability: 100
- Sustainability: 31
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 80.4%; rating input score 80
- Program expense ratio: 80.3%; rating input score 80
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
- Pay-setting controls: 4 of 6 controls in place; rating input score 67
- Compensation committee: Missing
- Independent consultant: Pass
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 77th percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -0%; rating input score 27; 27th percentile among comparable filings
- Total-asset coverage ratio: 1.07; rating input score 42; 42nd percentile among comparable filings
- Liabilities to assets ratio: 0.42; rating input score 43; 43rd percentile among comparable filings
- Officer compensation ratio: 8.8%; rating input score 4; 4th percentile among comparable filings
Growth
- Program expense growth: 90.5% per year; rating input score 100; 99th percentile among comparable filings
- Revenue growth: 92.4% per year; rating input score 100; 100th percentile among comparable filings
- Asset growth: 82.8% per year; rating input score 100; 100th percentile among comparable filings
Details
- Where the money goes: 80.4% of revenue deployed · 80.3% of spending went to programs
- Governance: 11 of 11 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $57.3M in reported program spending
- Leadership: top reported pay $1.3M · 23 people listed · 4 of 6 pay-setting controls reported
- Highest-paid contractors: 4 contractors listed · $1M reported
- Consistency: 35 of 35 current checks pass
- Schedules: 8 filed schedules · includes grants, executive pay, and related organizations
- Filing history: 4 filing years from 2021 to 2024
- Contacts: How to reach this organization
- Money network: 13 filed money-flow records
- Related organizations: 24 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 27/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
- High — Sustainability: Officer compensation ratio scored 4/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 43/100.