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Nonprofiteer
← BUCKNER RETIREMENT SERVICES INC

Form 990 for tax year 2022

Filed by BUCKNER RETIREMENT SERVICES INC.

Totals

Total revenue
$60,849,521
Total expenses
$66,866,312
Contributions and grants received
$2,612,791
Grants paid
$1,271,794
Program service revenue
$56,946,354
Investment income
$153,841
Other revenue
$1,136,535
Total assets, end of year
$141,693,278
Total liabilities, end of year
$161,462,152
Net assets or fund balances, end of year
-$19,768,874
Program services expenses (Part IX)
$63,347,559
Management and general expenses
$3,518,753
Fundraising expenses
$0
Program service expenses (Part III)
$63,347,559

Program services were 94.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,612,714

  • 1e · Government grants (contributions)

    $669,625

  • 1f · All other contributions, gifts and grants

    $330,452

  • 2a · Program service revenue: RESIDENT SERVICES

    total $56,946,354 · related or exempt $56,946,354

  • 3 · Investment income

    total $91,298 · excluded $91,298

  • 7b · Less cost or other basis and sales expenses

    other assets -$62,543

  • 7c · Gain or loss

    other assets $62,543

  • 7d · Net gain or loss

    total $62,543 · excluded $62,543

  • 11a · Other revenue: ADMINISTRATIVE SERVICES

    total $1,067,552 · related or exempt $1,067,552

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $68,983 · related or exempt $68,983

  • 11e · Other revenue, total

    $1,136,535

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,271,794 · program services $1,271,794

  • 5 · Compensation of officers, directors and key employees

    total $731,181 · management and general $731,181

  • 7 · Other salaries and wages

    total $22,041,080 · program services $22,041,080

  • 8 · Pension plan contributions

    total $545,979 · program services $545,979

  • 9 · Other employee benefits

    total $4,447,013 · program services $4,447,013

  • 10 · Payroll taxes

    total $1,665,611 · program services $1,637,908 · management and general $27,703

  • 11a · Fees: management

    total $2,491,382 · management and general $2,491,382

  • 11b · Fees: legal

    total $68,585 · program services $51,238 · management and general $17,347

  • 11c · Fees: accounting

    total $19,000 · management and general $19,000

  • 11g · Fees: other

    total $5,479,593 · program services $5,474,885 · management and general $4,708

  • 12 · Advertising and promotion

    total $1,700,157 · program services $1,568,482 · management and general $131,675

  • 13 · Office expenses

    total $437,959 · program services $437,959

  • 14 · Information technology

    total $321,295 · program services $321,295

  • 16 · Occupancy

    total $5,635,979 · program services $5,635,979

  • 17 · Travel

    total $256,175 · program services $164,569 · management and general $91,606

  • 19 · Conferences, conventions and meetings

    total $5,731 · program services $1,580 · management and general $4,151

  • 20 · Interest

    total $6,464,568 · program services $6,464,568

  • 22 · Depreciation, depletion and amortization

    total $4,766,667 · program services $4,766,667

  • 23 · Insurance

    total $2,008,603 · program services $2,008,603

  • 24a · Other expenses: FOOD

    total $3,602,298 · program services $3,602,298

  • 24b · Other expenses: MEDICAL COSTS

    total $2,393,285 · program services $2,393,285

  • 24c · Other expenses: SUPPLIES

    total $180,495 · program services $180,495

  • 24d · Other expenses: RESIDENT ACTIVITIES

    total $145,794 · program services $145,794

  • 24e · All other expenses

    total $186,088 · program services $186,088

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,216,412 · end of year $4,498,246

  • 2 · Savings and temporary cash investments

    beginning of year $11,037 · end of year $11,159

  • 4 · Accounts receivable

    beginning of year $5,654,463 · end of year $7,458,441

  • 8 · Inventories for sale or use

    beginning of year $142,025 · end of year $90,092

  • 9 · Prepaid expenses and deferred charges

    beginning of year $711,213 · end of year $677,071

  • 10a · Land, buildings and equipment: cost or other basis

    $197,643,826

  • 10b · Land, buildings and equipment: accumulated depreciation

    $69,718,088

  • 10c · Land, buildings and equipment, net

    beginning of year $130,900,745 · end of year $127,925,738

  • 11 · Investments: publicly traded securities

    beginning of year $158,238 · end of year $262,836

  • 15 · Other assets

    beginning of year $1,358,382 · end of year $769,695

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,160,422 · end of year $3,483,068

  • 19 · Deferred revenue

    beginning of year $278,951 · end of year $382,451

  • 20 · Tax-exempt bond liabilities

    beginning of year $145,254,007 · end of year $141,813,806

  • 23 · Secured mortgages and notes payable

    beginning of year $33,325 · end of year $27,076

  • 25 · Other liabilities

    beginning of year $8,100,006 · end of year $15,755,751

  • 27 · Net assets without donor restrictions

    beginning of year -$13,840,074 · end of year -$19,934,950

  • 28 · Net assets with donor restrictions

    beginning of year $165,878 · end of year $166,076

Mission and programs · 2022

Mission

TO PROVIDE CARE, MAINTENANCE, HOUSING, AND RELATED SERVICES TO ALLOW SENIOR ADULTS TO RECEIVE A HIGH QUALITY CONTINUUM OF CARE THROUGHOUT THEIR LATER YEARS IN LIFE IN AN ATMOSPHERE THAT PROMOTES AN ACTIVE, HEALTHY, CHRISTIAN LIFESTYLE WHILE MAINTAINING THEIR INDEPENDENCE AND DIGNITY.

Activities or mission (Part I)

TO FOLLOW THE EXAMPLE OF JESUS BY SERVING SENIORS.

  • 1,739 RESIDENTS SERVED IN RESIDENTIAL RETIREMENT COMMUNITIES; PROVIDED $1,271,794 IN SUPPLEMENTAL ASSISTANCE FUNDS FOR RESIDENTS OF BUCKNER RETIREMENT COMMUNITIES.

    Expenses $63,347,559 · Grants $1,271,794 · Revenue $58,082,889

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MARGARETH FANINI AVILES

    BOARD TRUSTEE (THRU APRIL)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DR FROSWA BOOKER-DREW

    BOARD TRUSTEE (THRU APRIL)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • LISA K EADY

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • DR RIEFFERD GAIL FLOOD

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • DR JULIO GUARNERI

    BOARD VICE CHAIR (THRU APRIL)

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • DAVID HENNESSEE

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ALEXANDRIA ALLIE JACOBS

    BOARD TRUSTEE (THRU APRIL)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • TIM LANCASTER

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DR DEBBIE POTTER

    BOARD TRUSTEE (THRU APRIL)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • NORMAN K DUKE PRESLEY

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • LYNETTE GUY RANTON

    BOARD TRUSTEE/CHAIR (APRIL THRU DEC)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DR WALID SAADE

    BOARD TRUSTEE (THRU APRIL)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • GARY STAATS

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • PAULA SULLIVAN

    BOARD TRUSTEE (THRU APRIL)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JAMES H WESTBROOKS

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • SUSAN WILHOIT

    BOARD TRUSTEE/CHAIR (THRU APRIL)

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ALBERT L REYES

    PRESIDENT & CEO

    Total calculated
    $643,024
    From this org
    $0
    From related orgs
    $456,563
    Other
    $186,461
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,411 related
    Bonus
    $0 + $106,913 related
    Other
    $0 + $9,239 related
    Deferred
    $0 + $107,878 related
    Nontaxable benefits
    $0 + $78,583 related
    Filer's total
    $0 + $643,024 related

  • PRISCILLA R REIMER

    SR VP, GENERAL COUNSEL & SECRETARY

    Total calculated
    $335,477
    From this org
    $0
    From related orgs
    $294,963
    Other
    $40,514
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,643 related
    Bonus
    $0 + $36,777 related
    Other
    $0 + $5,543 related
    Deferred
    $0 + $38,117 related
    Nontaxable benefits
    $0 + $2,397 related
    Filer's total
    $0 + $335,477 related

  • JEFFREY K GENTRY

    SR. VICE PRESIDENT & CFO

    Total calculated
    $346,417
    From this org
    $0
    From related orgs
    $297,728
    Other
    $48,689
    Hours/week
    7 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,581 related
    Bonus
    $0 + $36,876 related
    Other
    $0 + $2,271 related
    Deferred
    $0 + $46,217 related
    Nontaxable benefits
    $0 + $2,472 related
    Filer's total
    $0 + $346,417 related

  • RICHARD M MUNOZ

    ASSISTANT SECRETARY

    Total calculated
    $219,933
    From this org
    $0
    From related orgs
    $195,145
    Other
    $24,788
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,180 related
    Bonus
    $0 + $19,968 related
    Other
    $0 + $1,997 related
    Deferred
    $0 + $22,698 related
    Nontaxable benefits
    $0 + $2,090 related
    Filer's total
    $0 + $219,933 related

  • CHRISTINA S ALLERT

    ASSISTANT SECRETARY

    Total calculated
    $140,775
    From this org
    $0
    From related orgs
    $129,634
    Other
    $11,141
    Hours/week
    5 + 35 related

  • CHARLIE WILSON

    BRS PRESIDENT

    Total calculated
    $440,042
    From this org
    $383,067
    From related orgs
    $0
    Other
    $56,975
    Hours/week
    33 + 7 related

    Schedule J breakdown matched by us

    Base
    $313,644
    Bonus
    $65,672
    Other
    $3,751
    Deferred
    $54,248
    Nontaxable benefits
    $2,727
    Filer's total
    $440,042

  • BRIAN ROBBINS

    VICE PRESIDENT & COO

    Total calculated
    $291,139
    From this org
    $270,349
    From related orgs
    $0
    Other
    $20,790
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $232,151
    Bonus
    $33,732
    Other
    $4,466
    Deferred
    $18,425
    Nontaxable benefits
    $2,365
    Filer's total
    $291,139

  • ROY ANTLE

    DIRECTOR, AUSTIN

    Total calculated
    $200,351
    From this org
    $185,921
    From related orgs
    $0
    Other
    $14,430
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,833
    Bonus
    $14,331
    Other
    $6,757
    Deferred
    $13,121
    Nontaxable benefits
    $1,309
    Filer's total
    $200,351

  • CHARLES CHILDRESS

    DIRECTOR OF OPERATIONS

    Total calculated
    $192,360
    From this org
    $181,641
    From related orgs
    $0
    Other
    $10,719
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,631
    Bonus
    $13,527
    Other
    $6,483
    Deferred
    $8,912
    Nontaxable benefits
    $1,807
    Filer's total
    $192,360

  • LEONILA AGUILAR

    REGISTERED NURSE

    Total calculated
    $168,846
    From this org
    $161,315
    From related orgs
    $0
    Other
    $7,531
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,423
    Bonus
    $450
    Other
    $24,442
    Deferred
    $7,338
    Nontaxable benefits
    $193
    Filer's total
    $168,846

  • HEATHER HART

    SENIOR DIRECTOR SALES

    Total calculated
    $164,648
    From this org
    $159,860
    From related orgs
    $0
    Other
    $4,788
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,060
    Bonus
    $0
    Other
    $6,800
    Deferred
    $2,901
    Nontaxable benefits
    $1,887
    Filer's total
    $164,648

  • ABRAHAM MATHEW

    SR EXEC DIRECTOR

    Total calculated
    $164,224
    From this org
    $154,898
    From related orgs
    $0
    Other
    $9,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,185
    Bonus
    $8,307
    Other
    $4,406
    Deferred
    $7,753
    Nontaxable benefits
    $1,573
    Filer's total
    $164,224

  • TONY LINTELMAN

    FORMER VP FOR CORPORATE ADMIN

    Total calculated
    $130,000
    From this org
    $0
    From related orgs
    $130,000
    Other
    $0
    Hours/week
    0 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $130,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $130,000 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 4A-B:
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION: THE 457(F) PLAN IS A DEFERRED COMPENSATION PLAN THAT ALLOWS BUCKNER TO CONTRIBUTE MONEY ON A PRE-TAX BASIS INTO INVESTMENTS THAT PROVIDE KEY EXECUTIVES WITH A RETIREMENT BENEFIT. ALL CONTRIBUTIONS REMAIN AN ASSET OF THE COMPANY UNTIL DISTRIBUTED. ALBERT L. REYES $79,841 CHARLIE WILSON $28,430 JEFFREY K GENTRY $24,584 PRISCILLA R REIMER $24,518 BRIAN ROBBINS $11,811 RICHARD M MUNOZ $8,320
SCHEDULE J, PART I, LINE 7:
PROVISIONS FOR ANY NON-FIXED PAYMENTS THE BUCKNER GOAL ACHIEVEMENT PROGRAM (GAP) IS INTENDED TO REWARD SELECTED MANAGERS FOR THEIR ACHIEVEMENT OF PRE-ESTABLISHED GOALS AND OBJECTIVES WHICH ARE TIED TO THE BUSINESS PLAN AND BUDGET. GAP PAYMENTS ARE SUBJECT TO APPROVAL BY THE BOARD AT THE END OF EACH YEAR. CHARLIE WILSON $65,672 BRIAN ROBBINS $33,732 ROY ANTLE $14,331 CHARLES CHILDRESS $13,527 ABRAHAM MATHEW $8,307
SCHEDULE J, PART I LINE 3:
METHODS USED TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S PRESIDENT THE PRESIDENT/CEO OF BUCKNER RETIREMENT SERVICES INC. IS EMPLOYED BY BUCKNER INTERNATIONAL (BI), A RELATED 501(C)(3) ORGANIZATION. BI USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE PRESIDENT/CEO: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -FORM 990 OF OTHER ORGANIZATIONS -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
SCHEDULE J, PART I, LINE 1A:
RELEVANT INFORMATION OF THE BENEFIT PROVIDED THE ORGANIZATION PROVIDED THE FOLLOWING TAXABLE COMPENSATION TO PERSONS LISTED IN PART VII: - GROSS UP PAYMENTS FOR COSTS OF TAX EQUALIZATION OF BENEFITS FOR THE EMPLOYEES OF THE ORGANIZATION LISTED

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
27 September 2023
IRS schema version
2022v5.0
Source object
202332759349301428

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