Burrell-Preferred Inc (EIN 872756443) - Form 990 Financial Analysis & Trantor Score

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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

2021

Legal Domicile

Phone

4177615000

Tax Period

2024-07-01 to 2025-06-30

Burrell-Preferred Inc, founded in 2021, is a mid-sized nonprofit in the Health Care sector that reported $71.4M in total revenue in fiscal year 2024. Revenue surged 485% from the prior year, signaling strong growth momentum.

Mission

THE ORGANIZATION'S PRIMARY FUNCTION IS TO PROVIDE GOVERNANCE, LEADERSHIP, AND OTHER SIMILAR SUPPORT FOR TAX EXEMPT RELATED ENTITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $70,915,841

Investment Income $506,242

Other Revenue $0

TOTAL REVENUE $71,422,083

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $48,282,537

Fundraising Expenses $0

Program Expenses $57,347,218

Other Expenses $23,089,915

TOTAL EXPENSES $71,422,452

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,422,083	$12,216,377	+4.8%
Expenses	$71,422,452	$12,216,006	+4.8%
Net Income	$-369	$371	-2.0%

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

451

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

$5,022,702

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK SANDERS	VICE CHAIR	1.0	Officer Director	$0	$0	$0
PAUL WILLIAMS	CHAIR	1.0	Officer Director	$0	$0	$0
ROBERT BERRY	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
ANTHONY HENDERSON	DIRECTOR	1.0	Director	$0	$0	$0
DONALD CROSBY	DIRECTOR	1.0	Director	$0	$0	$0
ELPHANIE SWIFT	DIRECTOR	1.0	Director	$0	$0	$0
HAL HIGDON	DIRECTOR	1.0	Director	$0	$0	$0
PAUL DEAL	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
TOM GAUNT	DIRECTOR	1.0	Director	$0	$0	$0
ANDREW SCHWEND	CHIEF STRATEGY OFFICER	40.0	Officer	$382,213	$87,346	$469,559
CJ DAVIS	PRESIDENT AND CEO	40.0	Officer	$1,120,194	$156,767	$1,276,961
GARIMA SINGH	CHIEF MEDICAL OFFICER	40.0	Officer	$509,040	$57,376	$566,416
JENNIFER GAGNON	CHIEF FINANCIAL OFFICER	40.0	Officer	$523,920	$98,355	$622,275
MICHAEL SCHWEND	PRESIDENT AND CEO - PFH	40.0	Officer	$764,634	$253,243	$1,017,877
STACEY HUDSON	CHIEF HUMAN RESOURCES OFFICER	40.0	Officer	$371,708	$84,913	$456,621
THOMAS WEBER	CHIEF ADMINISTRATIVE OFFICER	40.0	Officer	$507,790	$105,203	$612,993
CELESTA HARTGRAVES	PRESIDENT, FIREFLY	40.0	Highest	$258,537	$11,598	$270,135
CLAY GODDARD	PRESIDENT, SOUTHWEST REGION	40.0	Highest	$284,266	$21,718	$305,984
JENNIFER WILSON	VICE PRESIDENT OF HUMAN RESOURCES	40.0	Highest	$210,719	$14,673	$225,392
RYAN EDWARDS	CHIEF OPERATING OFFICER, FIREFLY	40.0	Highest	$174,452	$42,922	$217,374
TONY HILKIN	PRESIDENT, GREATER ST. LOUIS	40.0	Highest	$222,582	$11,161	$233,743

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	$71,422,083	$71,422,452	$76,604,517	$-369
2024	$12,216,377	$12,216,006	$36,738,837	$371
2023	$5,293,182	$5,293,182	$4,818,161	No data
2022	$2,972,051	$2,972,051	$3,392,892	No data

Burrell-Preferred Inc