Burrell-Preferred INC
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Supports tax-exempt entities with governance and leadership. For fiscal year 2024 it reported $71.4M in revenue, $71.4M in expenses, and $44.4M in net assets.Pt I
Summary of the Filing
Where the work happens
Providing overall coordination for related tax-exempt organizations within the system in such matters as approving budgets, strategic planning, marketing, allocating resources, securing tax-exempt bond financing, and providing community education.
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
Cj Davis’s $1.1M as President and CEO is at the 94th percentile of top reported officer pay among 2900 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2024 | FY2024 | FY2023 |
|---|---|---|---|
| Cj Davis | $1,120,194 | $893,047 | $848,536 |
| Michael Schwend | $764,634 | $828,703 | $737,965 |
| Jennifer Gagnon | $523,920 | $439,519 | $433,822 |
| Garima Singh | $509,040 | $504,448 | $493,452 |
| Thomas Weber | $507,790 | $417,258 | $378,258 |
| Andrew Schwend | $382,213 | $328,720 | $299,745 |
| Adam Andreassen | — | $338,470 | $381,153 |
| Stacey Hudson | $371,708 | $296,488 | $267,417 |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 80% | — | — |
| Overhead ratio | 20% | — | — |
| Revenue growth | 485% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Grants
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Filings & Schedule Manifest
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Sources
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