BURLESON ST JOSEPH MANOR

EIN: 742913931 501(c)(3)

BRYAN, TX

Total Revenue
$4,652,387
Total Expenses
$6,485,650
Total Assets
$2,234,465
Net Assets
$-5,026,826
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
TX
Principal Officer
KIM SHAW
Phone
9797763777
Tax Period
2023-07-01 to 2024-06-30

BURLESON ST JOSEPH MANOR, founded in 1999, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $6.5M exceeded revenue, resulting in a 39% operating deficit.

Mission

AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Program Service Accomplishments

Program 1
Expenses: $5,663,688 Revenue: $1,983,711

CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON...

Read more

CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2023 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III): RICARDO DIAZ, $267,112.44.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $25,987
Program Service Revenue $1,731,711
Investment Income $2,519,961
Other Revenue $374,728
TOTAL REVENUE $4,652,387

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,443,345
Fundraising Expenses $0
Program Expenses $5,663,688
Other Expenses $4,042,305
TOTAL EXPENSES $6,485,650

Year-over-Year Comparison

2023 2022 Change
Revenue $4,652,387 $4,293,056 +0.1%
Expenses $6,485,650 $7,314,688 -0.1%
Net Income $-1,833,263 $-3,021,632 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
14
Independent Members
11
Employees
107
Volunteers
N/A

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
$4,912,853
Total Directors
16
$6,133,374
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
T DOUGLAS LAWSON PHD CEO CHI TEXAS DIV. / EX-OFFICIO TRUSTEE 1.00
Officer Director
$0 $218,609 $3,615,147
JAMES WHITE MD BOARD MEMBER (PARTIAL YEAR) 1.00
Director
$0 $55,736 $986,453
KIM SHAW MARKET PRESIDENT/CEO 1.00
Officer Director
$0 $35,161 $897,767
MICHAEL STEINES MD BOARD MEMBER 1.00
Director
$0 $47,274 $634,007
RICARDO DIAZ FORMER COO 0.00
$0 $22,052 $517,307
KEVIN WALTERS MARKET VP FINANCE 5.00
Officer
$0 $52,670 $399,939
LAURA SURVANT FORMER VP OF FINANCE 0.00
$0 $23,617 $253,268
FLORENCIA LACANDOLA FORMER HCE 0.00
$0 $16,292 $233,271
TAMMY SIMMONS DIRECTOR-NURSING 20.00
Highest
$64,803 $41,891 $187,880
BRENDA KOCMAN CLINICAL PHARMACIST 5.00
Highest
$12,935 $27,597 $183,113
KIA PARSI MD FORMER INTERIM PRES/CEO, EX-OFFICIO TRUSTEE 0.00
$0 $9,295 $170,587
WENDA BLACKMAN FORMER HCE 0.00
$0 $43,141 $154,074
RON BLASIG DIRECTOR LONG TERM CARE 40.00
Highest
$125,976 $24,668 $150,644
APRIL OWENS RN II 5.00
Highest
$1,835 $25,305 $130,154
CHRISTOPHER JOHNSON DIRECTOR LONG TERM CARE 5.00
Highest
$3,685 $11,763 $117,250
ANTONIO ARREOLA-RISA PHD BOARD MEMBER 1.00
Director
$0 $0 $0
FRANK ASHLEY BOARD MEMBER 1.00
Director
$0 $0 $0
KAREN BOONE RN SECRETARY 1.00
Officer Director
$0 $0 $0
BRYAN COLE PHD BOARD MEMBER (PARTIAL YEAR) 1.00
Director
$0 $0 $0
CHARLES ELLISON VICE-CHAIR 1.00
Officer Director
$0 $0 $0
CAROLINE MCDONALD BOARD MEMBER 1.00
Director
$0 $0 $0
MARCIA ORY PHD BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
SR NANCY SURMA BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT UPCHURCH CHAIR 1.00
Officer Director
$0 $0 $0
JAMIE SOUTH CHIEF OF MEDICAL STAFF 1.00
Director
$0 $0 $0
MICHAEL O'QUINN 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 No data No data No data No data
2024 $4,652,387 $6,485,650 $2,234,465 $-1,833,263
2023 $4,293,056 $7,314,688 $6,391,259 $-3,021,632
2022 $4,978,526 $7,934,900 $6,425,306 $-2,956,374
2021 $5,205,759 $7,172,274 $6,008,601 $-1,966,515
2020 $6,053,718 $6,875,056 $5,938,327 $-821,338
2019 $6,035,239 $6,538,539 $6,633,077 $-503,300
2018 $5,700,433 $5,961,315 $6,284,378 $-260,882
Explore More Nonprofits
Top 100 Nonprofits in Texas Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare BURLESON ST JOSEPH MANOR with other nonprofits in Texas and across the country.