Civic Intelligence

Burrell Foundation Inc

990EZ • Fiscal year 2018 • EIN 43-1467704

Oct 01, 2017 to Sep 30, 2018 • Filed on Apr 01, 2019

1300 Bradford ParkwaySpringfield, MO 65804

(417) 761-5000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

2.3%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Assets

Up

$9,030

Up $200 (+2.3%) from 2017

Net Assets

$9,030

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$200

Up $200 from 2017

Expenses

Down

$0

Down $11,170 (-100%) from 2017

Net Income

Up

$200

Up $11,370 (+102%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500K-$1.0MAssets 2010: $5,000Net Assets 2010: $5,0002010Assets 2011: $5,000Liabilities 2011: $02011Assets 2012: $5,000Liabilities 2012: $0Net Assets 2012: $5,0002012Assets 2013: $5,000Liabilities 2013: $0Net Assets 2013: $5,0002013Assets 2014: $5,000Liabilities 2014: $0Net Assets 2014: $5,0002014Assets 2015: $20,000Net Assets 2015: $20,0002015Assets 2016: $20,000Net Assets 2016: $20,0002016Assets 2017: $8,830Liabilities 2017: $02017Assets 2018: $9,030Liabilities 2018: $0Net Assets 2018: $9,0302018Assets 2019: $14,743Liabilities 2019: $02019Assets 2020: $14,743Liabilities 2020: $0Net Assets 2020: $14,7432020Assets 2021: $14,743Liabilities 2021: $0Net Assets 2021: $14,7432021Assets 2022: $14,743Liabilities 2022: $0Net Assets 2022: $14,7432022Assets 2023: $139,725Liabilities 2023: $562,395Net Assets 2023: -$422,6702023Assets 2024: $69,162Liabilities 2024: $762,190Net Assets 2024: -$693,0282024

Highlighted filing

2018

Assets$9,030
Liabilities$0
Net Assets$9,030

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $15,0002015Revenue 2017: $0Expenses 2017: $11,170Net Income 2017: -$11,1702017Revenue 2018: $200Expenses 2018: $0Net Income 2018: $2002018Revenue 2019: $5,713Expenses 2019: $0Net Income 2019: $5,7132019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $184,287Expenses 2023: $372,745Net Income 2023: -$188,4582023Revenue 2024: $260,553Expenses 2024: $530,911Net Income 2024: -$270,3582024

Highlighted filing

2018

Revenue$200
Expenses$0
Net Income$200
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Apr 1, 2019
Return Version
2017v2.3
Gross Receipts
$200
Mission and Program Overview

Mission

Burrell foundation is an organization established for the following purposes. 1. To increase awareness and sensitivity of the community to mental health and related matters(e g. Public awareness programs, professional speakers, national symposia, etc) 2. To develop, market, and distribute educational materials and therapeutic aides such as books, audio tapes, and video tapes (e g. Interactive video for treatment of phobias, various anxiety disorders, marital difficulties, etc.) 3. To provide scholarships and education stipends, particularly to area students and employees of burrell behavioral health. 4. To fund and carry out research through burrell behavioral health in the areas of applied behavioral sciences. 5. To underwrite initial start-up costs of selected new and innovative services at burrell behavioral health. 6. To fund capital expenditures and on-going operations for burrell behavioral health utilizing only funding specifically raised for that purpose. 7. To do those things

Burrell foundation is an organization established for the following purposes: 1) to increase awareness and sensitivity of the community to mental health and related matters (e.g. Public awareness programs, professional speakers, national symposia, etc) 2) to develop, market, and distribute educational materials and therapeutic aides such as books, audio tapes, and video tapes (e.g. Interactive video for treatment of phobias, various anxiety disorders, marital difficulties, etc) 3) to provide scholarships and education stipends, particularly to area students and employees of burrell behavioral health 4) to fund and carry out research through burrell behavioral health in the areas of applied behavioral sciences 5) to underwrite initial start-up costs of selected new and innovative services at burrell behavioral health 6) to fund capital expenditures and on-going operations for burrell behavioral health utilizing only funding specifically raised for that purpose 7) to do those things nece

Program Services

DescriptionGrantsExpenses
TO RAISE FUNDS FOR BURRELL, INC, AN ENTITY WHICH PROVIDES PSYCHIATRIC OR PSYCHOLOGICAL TREATMENT FOR INDIVIDUALS, GROUPS AND FAMILIES AS WELL AS TRANSITIONAL SERVICES FOR THOSE RELEASED FROM MENTAL INSTITUTIONS AND COMMUNITY SERVICES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM SHEPPARDSecretary-$0--
STEVE EDWARDSDirector-$0--
TOM RANKINDirector-$0--
PAUL WILLIAMSVice Chair-$0--
HAL HIGDONTreasurer-$0--
PHYLLIS WOLFRAMChair-$0--
CLAY GODDARDDirector Beginning 6/2018-$0--
NICK SANDERSDirector Beginning 6/2018-$0--
BROOKE O'REILLYDirector Beginning 7/2018-$0--
GREG DELONGDirector Beginning 8/2018-$0--
JENNIFER GAGNONExecutive VP, Finance-$0--
C J DAVISPresident/CEO Beginning 9/2017-$0--
RICHARD THOMLINSONInterim Pres/CEO End 11/2017-$0--
FRED HALLDirector Ending 3/2018-$0--
CLIFFORD BROWNDirector Ending 2/2018-$0--
Filing and Contact Details

Filer

Filer Name
Burrell Foundation Inc
EIN
43-1467704
In Care Of
% JENNIFER GAGNON
Phone
4177615000
Address
1300 BRADFORD PARKWAY, SPRINGFIELD, MO 65804

Signing Officer

Name
Jennifer Gagnon
Title
Executive VP
Phone
4177615000
Signed
2019-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
910 E ST LOUIS 200/PO BOX 1190, SPRINGFIELD, MO 65806-2523
Preparer
Krystal K Creach
Phone
4178658701
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14CLIFFORD BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR BEGINNING 8/2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10EXECUTIVE VP, FINANCE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12INTERIM PRES/CEO END 11/2017
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR ENDING 3/2018
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IRS990EZ/PrimaryExemptPurposeTxt0BURRELL FOUNDATION IS AN ORGANIZATION ESTABLISHED FOR THE FOLLOWING PURPOSES: 1) TO INCREASE AWARENESS AND SENSITIVITY OF THE COMMUNITY TO MENTAL HEALTH AND RELATED MATTERS (E.G. PUBLIC AWARENESS PROGRAMS, PROFESSIONAL SPEAKERS, NATIONAL SYMPOSIA, ETC) 2) TO DEVELOP, MARKET, AND DISTRIBUTE EDUCATIONAL MATERIALS AND THERAPEUTIC AIDES SUCH AS BOOKS, AUDIO TAPES, AND VIDEO TAPES (E.G. INTERACTIVE VIDEO FOR TREATMENT OF PHOBIAS, VARIOUS ANXIETY DISORDERS, MARITAL DIFFICULTIES, ETC) 3) TO PROVIDE SCHOLARSHIPS AND EDUCATION STIPENDS, PARTICULARLY TO AREA STUDENTS AND EMPLOYEES OF BURRELL BEHAVIORAL HEALTH 4) TO FUND AND CARRY OUT RESEARCH THROUGH BURRELL BEHAVIORAL HEALTH IN THE AREAS OF APPLIED BEHAVIORAL SCIENCES 5) TO UNDERWRITE INITIAL START-UP COSTS OF SELECTED NEW AND INNOVATIVE SERVICES AT BURRELL BEHAVIORAL HEALTH 6) TO FUND CAPITAL EXPENDITURES AND ON-GOING OPERATIONS FOR BURRELL BEHAVIORAL HEALTH UTILIZING ONLY FUNDING SPECIFICALLY RAISED FOR THAT PURPOSE 7) TO DO THOSE THINGS NECE
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Krystal K Creach
ReturnHeader/ReturnTs02019-05-28T14:11:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$7.62$6.93$2.61$5.31$2.70
2023Detailed filing. Detailed filing data is available for this year.$1.40$5.62$4.23$1.84$3.73$1.88
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$0.15$0.00$0.06$0.00$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.00$0.00
2017Summary only. Only limited summary data is available for this year.$0.09$0.00$0.00$0.11$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.00$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.00$0.00$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05