BURLESON ST JOSEPH HEALTH CENTER

EIN: 742759890 501(c)(3) Health Care

PHOENIX, AZ

Total Revenue
$15,549,732
Total Expenses
$14,336,446
Total Assets
$20,089,993
Net Assets
$15,460,304
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
TX
Principal Officer
MONTE BOSTWICK
Phone
9797763777
Tax Period
2024-07-01 to 2025-06-30

BURLESON ST JOSEPH HEALTH CENTER, founded in 1995, is a mid-sized nonprofit in the Health Care sector that reported $15.5M in total revenue in fiscal year 2024. Expenses of $14.3M left a modest 8% surplus.

Mission

BURLESON ST. JOSEPH HEALTH CENTER'S PRIMARY MISSION IS TO PROVIDE HEALTH CARE SERVICES TO THE CITIZENS OF BURLESON COUNTY, TX, THROUGH ITS ACUTE CARE SPECIALTY CARE FACILITIES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $131,145
Program Service Revenue $15,237,546
Investment Income $464
Other Revenue $180,577
TOTAL REVENUE $15,549,732

Expense Breakdown

Grants Paid $7,000
Salaries & Benefits $6,824,890
Fundraising Expenses $0
Program Expenses $11,661,122
Other Expenses $7,504,556
TOTAL EXPENSES $14,336,446

Year-over-Year Comparison

2024 2023 Change
Revenue $15,549,732 $15,353,710 +0.0%
Expenses $14,336,446 $13,431,194 +0.1%
Net Income $1,213,286 $1,922,516 -0.4%
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

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
8
Employees
163
Volunteers
8

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
6
$2,455,713
Total Directors
10
$4,483,750
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
T DOUGLAS LAWSON PHD PRESIDENT, SOUTH REGION (THRU 02/25) 1.00
Director
$0 $101,450 $3,876,407
MONTE BOSTWICK MARKET PRESIDENT EAST TX & BRAZOS VALLEY 1.00
Officer
$0 $75,491 $1,051,092
KIM SHAW CEO (THRU 02/07/25) 1.00
Officer
$0 $91,555 $988,635
MICHAEL STEINES MD BOARD MEMBER/ PHYSICIAN 1.00
Director
$0 $47,224 $607,343
KEVIN WALTERS MARKET VP FINANCE 5.00
Officer
$0 $58,197 $415,986
KIMBERLY FEESE PHARMACY DIRECTOR/ FORMER HCE 0.00
$0 $47,777 $295,677
ERIN MARIETTA VP OPERATIONS 10.00
Highest
$9,386 $33,183 $277,753
LAURA SURVANT FORMER OFFICER 0.00
$0 $24,540 $256,722
LOURNA LUNA HOUSE SUPERVISOR RN 20.00
Highest
$72,487 $42,114 $219,366
SHERI POUNDS FORMER HCE 0.00
$0 $22,746 $204,032
LUPE DIAZ RN 1.00
Highest
$6,228 $4,733 $202,911
JULIE SMITH RN/FORMER HCE 0.00
$0 $12,662 $196,171
JAILENE PENA FLOAT RN III B 1.00
Highest
$1,649 $10,781 $195,113
SAMANTHA TRINIDAD FLOAT RN III B 10.00
Highest
$38,828 $5,058 $184,712
KIA PARSI MD FORMER OFFICER 0.00
$0 $34 $170,145
JANE AINSWORTH VICE CHAIR 1.00
Officer Director
$0 $0 $0
FRANK ASHLEY III CHAIR 1.00
Officer Director
$0 $0 $0
BROOKS BASS BOARD MEMBER 1.00
Director
$0 $0 $0
BRAD BEERS SECRETARY 1.00
Officer Director
$0 $0 $0
DEMETRESS HARRELL BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT UPCHURCH BOARD MEMBER 1.00
Director
$0 $0 $0
INDIRA VISHNAMPET BOARD MEMBER 1.00
Director
$0 $0 $0
GARY WHITLOCK BOARD MEMBER 1.00
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 $15,549,732 $14,336,446 $20,089,993 $1,213,286
2024 No data No data No data No data
2023 $13,449,331 $13,151,175 $16,799,133 $298,156
2022 $15,628,854 $12,665,988 $17,200,085 $2,962,866
2021 $13,899,654 $11,563,281 $18,400,650 $2,336,373
2020 $11,914,859 $10,950,988 $16,087,511 $963,871
2019 $11,864,716 $10,228,772 $7,401,363 $1,635,944
2018 $15,507,523 $13,695,087 $4,562,853 $1,812,436
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