BURRELL INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

CJ DAVIS

Phone

4177615000

Tax Period

2022-07-01 to 2023-06-30

BURRELL INC, founded in 1976, is a major nonprofit that reported $211.1M in total revenue in fiscal year 2022. Expenses of $192.8M left a modest 9% surplus.

Mission

TO MEET BEHAVIORAL HEALTH NEEDS WHEN AND WHERE THEY OCCUR AND BEFORE THEY BECOME MORE SERIOUS; TO PROVIDE AS MUCH CARE AS IS NEEDED, BUT NOT MORE THAN IS NEEDED.

Program Service Accomplishments

Program 1

Expenses: $183,424,658 Revenue: $194,839,361

THE ORGANIZATION SERVES COMMUNITIES ACROSS SOUTHWEST AND CENTRAL MISSOURI BY OFFERING PSYCHIATRIC AND PSYCHOLOGICAL TREATMENT FOR INDIVIDUALS, GROUPS AND FAMILIES, BURRELL SERVES 18 COUNTIES AND...

THE ORGANIZATION SERVES COMMUNITIES ACROSS SOUTHWEST AND CENTRAL MISSOURI BY OFFERING PSYCHIATRIC AND PSYCHOLOGICAL TREATMENT FOR INDIVIDUALS, GROUPS AND FAMILIES, BURRELL SERVES 18 COUNTIES AND OPERATES OUT OF 58 PRIMARY LOCATIONS. THE ORGANIZATION IS INCREASINGLY FOCUSED UPON ENHANCED INTEGRATION OF MENTAL HEALTH CARE WITH A BROAD RANGE OF OTHER HUMAN SERVICES SUCH AS HEALTH, DEVELOPMENTAL DISABILITIES, ADDICTIONS AND EDUCATION. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $13,004,514

Program Service Revenue $194,839,361

Investment Income $3,254,818

Other Revenue $0

TOTAL REVENUE $211,098,693

Expense Breakdown

Grants Paid $169,098

Salaries & Benefits $144,239,673

Fundraising Expenses $0

Program Expenses $183,424,658

Other Expenses $48,352,554

TOTAL EXPENSES $192,761,325

Year-over-Year Comparison

	2022	2021	Change
Revenue	$211,098,693	$196,717,886	+0.1%
Expenses	$192,761,325	$162,720,166	+0.2%
Net Income	$18,337,368	$33,997,720	-0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

2722

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$4,694,988

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL SCHWEND	PRESIDENT AND CEO - PFH	1.0	Officer	$0	$270,117	$1,008,082
CJ DAVIS	PRESIDENT AND CEO	1.0	Officer	$0	$142,186	$990,722
REX TABER	PSYCHIATRIST	40.0	Highest	$696,913	$34,250	$731,163
GARIMA SINGH	CHIEF MEDICAL OFFICER	1.0	Officer	$0	$30,055	$523,507
JENNIFER GAGNON	CHIEF FINANCIAL OFFICER	1.0	Officer	$0	$86,236	$520,058
KRISHNENDU GHOSH	PSYCHIATRIST	40.0	Highest	$483,185	$24,150	$507,335
THOMAS WEBER	CHIEF ADMINISTRATION OFFICER	1.0	Officer	$0	$88,627	$466,885
ADAM ANDREASSEN	CHIEF OPERATING OFFICER	1.0	Officer	$0	$84,905	$466,058
KENNETH FATTMAN	PSYCHIATRIST	40.0	Highest	$369,363	$37,813	$407,176
PRATIBHA AGARWAL	PSYCHIATRIST	40.0	Highest	$352,615	$51,907	$404,522
ANDREW SCHWEND	CHIEF STRATEGY OFFICER	1.0	Officer	$0	$79,093	$378,838
ASIF CHOUDHARY	PSYCHIATRIST	40.0	Highest	$357,180	$0	$357,180
STACEY HUDSON	CHIEF HUMAN RESOURCES OFFICER	1.0	Officer	$0	$73,421	$340,838
ALEX HENSON	DIRECTOR	1.0	Director	$0	$0	$0
BROOKE O'REILLY	DIRECTOR	1.0	Director	$0	$0	$0
HAL HIGDON	CHAIR/SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
NICK SANDERS	VICE CHAIR	1.0	Officer Director	$0	$0	$0
PAUL WILLIAMS	DIRECTOR	1.0	Director	$0	$0	$0
PHYLLIS WOLFRAM	DIRECTOR	1.0	Director	$0	$0	$0
SANDRA KINSEY	DIRECTOR	1.0	Director	$0	$0	$0
STACYE SMITH	DIRECTOR	1.0	Director	$0	$0	$0
STEVE EDWARDS	DIRECTOR	1.0	Director	$0	$0	$0
TONIANN RICHARD	DIRECTOR	1.0	Director	$0	$0	$0
WELDON WEBB	DIRECTOR	1.0	Director	$0	$0	$0
HARRY CHAPIN	DIRECTOR BEG 04/23	1.0	Director	$0	$0	$0
KRISI SCHELL	DIRECTOR BEG 09/22	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$211,098,693	$192,761,325	$177,427,414	$18,337,368
2022	$196,717,886	$162,720,166	$158,411,020	$33,997,720
2021	$167,242,618	$134,675,771	$140,670,208	$32,566,847
2020	$144,683,356	$123,483,044	$103,383,729	$21,200,312
2018	$100,105,966	$93,509,258	$78,484,706	$6,596,708