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Nonprofiteer
← BUCKNER RETIREMENT SERVICES INC

Form 990 for tax year 2023

Filed by BUCKNER RETIREMENT SERVICES INC.

Totals

Total revenue
$68,964,757
Total expenses
$68,616,636
Contributions and grants received
$10,564,970
Grants paid
$1,299,732
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$64,896,031
Management and general expenses
$3,720,605
Fundraising expenses
$0
Program service expenses (Part III)
$64,896,031

Program services were 94.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LISA EADY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DR RIEFFORD GAIL FLOOD

    DIRECTOR (THRU 10/23)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • DAVID HENNESSEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • TIM LANCASTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • NORMAN DUKE PRESLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • LYNETTE GUY RANTON

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JAMES WESTBROOKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DR ALBERT REYES

    PRESIDENT & CEO

    Total calculated
    $694,760
    From this org
    $0
    From related orgs
    $520,391
    Other
    $174,369
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $426,120 related
    Bonus
    $0 + $62,644 related
    Other
    $0 + $31,627 related
    Deferred
    $0 + $96,391 related
    Nontaxable benefits
    $0 + $77,978 related
    Filer's total
    $0 + $694,760 related

  • CHARLIE WILSON

    BRS PRESIDENT

    Total calculated
    $440,538
    From this org
    $377,406
    From related orgs
    $0
    Other
    $63,132
    Hours/week
    33 + 7 related

    Schedule J breakdown matched by us

    Base
    $341,295
    Bonus
    $32,677
    Other
    $3,434
    Deferred
    $60,273
    Nontaxable benefits
    $2,859
    Filer's total
    $440,538

  • JEFFREY GENTRY

    SR. VICE PRESIDENT & CFO

    Total calculated
    $493,661
    From this org
    $0
    From related orgs
    $436,606
    Other
    $57,055
    Hours/week
    7 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,281 related
    Bonus
    $0 + $40,563 related
    Other
    $0 + $1,762 related
    Deferred
    $0 + $54,242 related
    Nontaxable benefits
    $0 + $2,813 related
    Filer's total
    $0 + $493,661 related

  • PRISCILLA REIMER

    SR. VP & GENERAL COUNSEL & SECRETARY

    Total calculated
    $385,208
    From this org
    $0
    From related orgs
    $333,516
    Other
    $51,692
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,905 related
    Bonus
    $0 + $38,248 related
    Other
    $0 + $4,363 related
    Deferred
    $0 + $49,099 related
    Nontaxable benefits
    $0 + $2,593 related
    Filer's total
    $0 + $385,208 related

  • RICHARD MUNOZ

    ASSISTANT SECRETARY

    Total calculated
    $249,184
    From this org
    $0
    From related orgs
    $220,947
    Other
    $28,237
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,368 related
    Bonus
    $0 + $23,567 related
    Other
    $0 + $1,012 related
    Deferred
    $0 + $26,092 related
    Nontaxable benefits
    $0 + $2,145 related
    Filer's total
    $0 + $249,184 related

  • KAYLA COLEMAN

    ASSISTANT SECRETARY

    Total calculated
    $229,466
    From this org
    $0
    From related orgs
    $215,668
    Other
    $13,798
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,277 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $391 related
    Deferred
    $0 + $11,667 related
    Nontaxable benefits
    $0 + $2,131 related
    Filer's total
    $0 + $229,466 related

  • CHRISTINA ALLERT

    ASSISTANT SECRETARY

    Total calculated
    $152,705
    From this org
    $0
    From related orgs
    $144,811
    Other
    $7,894
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,155 related
    Bonus
    $0 + $8,603 related
    Other
    $0 + $3,053 related
    Deferred
    $0 + $6,427 related
    Nontaxable benefits
    $0 + $1,467 related
    Filer's total
    $0 + $152,705 related

  • MICHAEL OLMSTEAD

    VICE PRESIDENT & COO (AS OF 3/23)

    Total calculated
    $234,568
    From this org
    $221,749
    From related orgs
    $0
    Other
    $12,819
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $221,050
    Bonus
    $0
    Other
    $699
    Deferred
    $10,541
    Nontaxable benefits
    $2,278
    Filer's total
    $234,568

  • ABRAHAM MATHEW

    DIRECTOR OF OPERATIONS

    Total calculated
    $195,477
    From this org
    $188,091
    From related orgs
    $0
    Other
    $7,386
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $117,476
    Bonus
    $10,965
    Other
    $59,650
    Deferred
    $6,072
    Nontaxable benefits
    $1,314
    Filer's total
    $195,477

  • CHARLES CHILDRESS

    DIRECTOR OF BUSINESS DEVELOPMENT

    Total calculated
    $197,925
    From this org
    $187,321
    From related orgs
    $0
    Other
    $10,604
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,824
    Bonus
    $12,221
    Other
    $6,276
    Deferred
    $8,742
    Nontaxable benefits
    $1,862
    Filer's total
    $197,925

  • ROY ANTLE

    EXECUTIVE DIRECTOR, AUSTIN

    Total calculated
    $202,375
    From this org
    $187,006
    From related orgs
    $0
    Other
    $15,369
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,697
    Bonus
    $12,916
    Other
    $3,393
    Deferred
    $14,010
    Nontaxable benefits
    $1,359
    Filer's total
    $202,375

  • ALLISON VANDERFORD

    SR. DIRECTOR OF SALES

    Total calculated
    $173,285
    From this org
    $163,580
    From related orgs
    $0
    Other
    $9,705
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,386
    Bonus
    $6,000
    Other
    $1,194
    Deferred
    $8,000
    Nontaxable benefits
    $1,705
    Filer's total
    $173,285

  • DAVID UMMEL

    EXECUTIVE DIRECTOR, LONGVIEW

    Total calculated
    $166,676
    From this org
    $157,097
    From related orgs
    $0
    Other
    $9,579
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,599
    Bonus
    $9,495
    Other
    $5,003
    Deferred
    $8,026
    Nontaxable benefits
    $1,553
    Filer's total
    $166,676

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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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)

PART I, LINE 1A
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, LINE 3
THE PRESIDENT/CEO OF BRS IS EMPLOYED BY BUCKNER INTERNATIONAL, A RELATED 501(C)(3) ORGANIZATION. BUCKNER INTERNATIONAL USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE PRESIDENT/CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - FORM 990 OF OTHER ORGANIZATIONS - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OF BUCKNER INTERNATIONAL IS RESPONSIBLE FOR EVALULATING THE PERFORMANCE OF AND SETTING THE COMPENSATION FOR THE PRESIDENT/CEO OF BUCKNER INTERNATIONAL ON AN ANNUAL BASIS. THE EVALUATION IS BASED ON PERFORMANCE CRITERIA AND AGREED UPON GOALS AND INCLUDES A WRITTEN SELF-EVALUATION BY THE PRESIDENT/CEO, AS WELL AS INVITED COMMENTS FROM BOARD MEMBERS WHO REVIEW THE SELF-EVALUATION. THE EXECUTIVE COMMITTEE REPORTS ON ITS REVIEW TO THE BOARD, INCLUDING RECOMMENDATIONS REGARDING THE PRESIDENT/CEO'S COMPENSATION, WHICH THE BOARD THEN ACTS UPON. DURING THIS PROCESS, AGREED UPON PERFORMANCE GOALS ARE SET FOR THE NEXT YEAR AND ARE FORMALLY DOCUMENTED. AT LEAST EVERY THREE YEARS, A TASK FORCE MAY BE FORMED TO CONDUCT A CAREFULLY PLANNED COMPREHENSIVE REVIEW, WHICH MAY INCLUDE INVITING FEEDBACK FROM STAFF, PEERS IN BUCKNER INTERNATIONAL'S SECTOR, AND INDIVIDUALS OUTSIDE THE ORGANIZATION WHO HAVE INTERACTED WITH THE PRESIDENT/CEO.
PART I, LINES 4A-B
AN INDIVIDUAL LEFT THE ORGANIZATION AND RECEIVED A SEVERANCE PAYMENT IN 2023. DUE TO CONFIDENTIALITY, NEITHER THE NAME NOR THE AMOUNT WILL BE LISTED. IT IS INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III). 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 REYES $63,923 CHARLIE WILSON $32,273 JEFFREY GENTRY $27,042 PRISCILLA REIMER $25,499 RICHARD MUNOZ $9,815 KAYLA COLEMAN $2,500
PART I, LINE 7
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.

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
2023
Filed
30 October 2024
IRS schema version
2023v5.1
Source object
202443069349301809

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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