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← BUCKNER RETIREMENT SERVICES INC

Form 990 for tax year 2024

Filed by BUCKNER RETIREMENT SERVICES INC.

Totals

Total revenue
$71,978,547
Total expenses
$72,292,389
Contributions and grants received
$10,817,680
Grants paid
$1,469,692
Program service revenue
$57,954,223
Investment income
$382,746
Other revenue
$2,823,898
Total assets, end of year
$137,338,317
Total liabilities, end of year
$158,103,382
Net assets or fund balances, end of year
-$20,765,065
Program services expenses (Part IX)
$67,367,854
Management and general expenses
$4,924,535
Fundraising expenses
$0
Program service expenses (Part III)
$67,367,854

Program services were 93.2% 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

    $10,465,046

  • 1f · All other contributions, gifts and grants

    $352,634

  • 1g · Noncash contributions included above

    $10,372

  • 2a · Program service revenue: RESIDENT SERVICES

    total $57,954,223 · related or exempt $57,954,223

  • 3 · Investment income

    total $272,001 · excluded $272,001

  • 7a · Gross sales of assets other than inventory

    other assets $110,745

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

    other assets $0

  • 7c · Gain or loss

    other assets $110,745

  • 7d · Net gain or loss

    total $110,745 · excluded $110,745

  • 11a · Other revenue: ADMINISTRATIVE SERVICES

    total $2,739,798 · excluded $2,739,798

  • 11b · Other revenue: REFUNDS/REBATES

    total $74,946 · excluded $74,946

  • 11c · Other revenue: RESIDENT ANCILLARY SERVICES

    total $9,033 · excluded $9,033

  • 11d · All other revenue

    total $121 · excluded $121

  • 11e · Other revenue, total

    $2,823,898

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,469,692 · program services $1,469,692

  • 5 · Compensation of officers, directors and key employees

    total $994,894 · management and general $994,894

  • 7 · Other salaries and wages

    total $22,146,301 · program services $22,146,301

  • 8 · Pension plan contributions

    total $571,520 · program services $571,520

  • 9 · Other employee benefits

    total $2,998,552 · program services $2,998,552

  • 10 · Payroll taxes

    total $1,698,707 · program services $1,659,242 · management and general $39,465

  • 11a · Fees: management

    total $3,014,470 · management and general $3,014,470

  • 11b · Fees: legal

    total $884,719 · program services $651,936 · management and general $232,783

  • 11c · Fees: accounting

    total $15,500 · management and general $15,500

  • 11g · Fees: other

    total $8,908,750 · program services $8,605,238 · management and general $303,512

  • 12 · Advertising and promotion

    total $1,637,286 · program services $1,485,519 · management and general $151,767

  • 13 · Office expenses

    total $569,589 · program services $569,589

  • 14 · Information technology

    total $453,500 · program services $453,500

  • 16 · Occupancy

    total $6,608,645 · program services $6,608,645

  • 17 · Travel

    total $292,495 · program services $132,769 · management and general $159,726

  • 19 · Conferences, conventions and meetings

    total $12,418 · management and general $12,418

  • 20 · Interest

    total $6,248,919 · program services $6,248,919

  • 22 · Depreciation, depletion and amortization

    total $5,057,076 · program services $5,057,076

  • 23 · Insurance

    total $2,251,710 · program services $2,251,710

  • 24a · Other expenses: FOOD COST

    total $3,697,887 · program services $3,697,887

  • 24b · Other expenses: MEDICAL COST

    total $1,424,989 · program services $1,424,989

  • 24c · Other expenses: CREDIT LOSS EXPENSE

    total $557,633 · program services $557,633

  • 24d · Other expenses: SUPPLIES

    total $181,532 · program services $181,532

  • 24e · All other expenses

    total $595,605 · program services $595,605

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,518,045 · end of year $4,289,945

  • 2 · Savings and temporary cash investments

    beginning of year $11,693 · end of year $12,295

  • 4 · Accounts receivable

    beginning of year $5,955,713 · end of year $8,259,931

  • 8 · Inventories for sale or use

    beginning of year $63,503 · end of year $72,949

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,084,966 · end of year $2,066,095

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

    $202,602,694

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

    $81,025,461

  • 10c · Land, buildings and equipment, net

    beginning of year $124,106,232 · end of year $121,577,233

  • 11 · Investments: publicly traded securities

    beginning of year $244,526 · end of year $278,530

  • 15 · Other assets

    beginning of year $787,971 · end of year $781,339

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,417,965 · end of year $4,255,718

  • 19 · Deferred revenue

    beginning of year $553,883 · end of year $994,159

  • 20 · Tax-exempt bond liabilities

    beginning of year $138,238,605 · end of year $134,521,308

  • 23 · Secured mortgages and notes payable

    beginning of year $20,828 · end of year $14,580

  • 25 · Other liabilities

    beginning of year $18,320,557 · end of year $18,317,617

  • 27 · Net assets without donor restrictions

    beginning of year -$20,989,301 · end of year -$20,976,302

  • 28 · Net assets with donor restrictions

    beginning of year $210,112 · end of year $211,237

Mission and programs · 2024

Mission

TO PROVIDE CARE, MAINTENANCE, HOUSING & 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 INDEPENDENCE & DIGNITY.

Activities or mission (Part I)

TO FOLLOW THE EXAMPLE OF JESUS BY SERVING SENIORS.

  • BUCKNER RETIREMENT SERVICES INC (BRS) SERVED 1,643 RESIDENTS IN RESIDENTIAL RETIREMENT COMMUNITIES AND PROVIDED $1,469,692 IN SUPPLEMENTAL ASSISTANCE FUNDS FOR RESIDENTS OF BUCKNER RETIREMENT COMMUNITIES.

    Expenses $67,367,854 · Grants $1,469,692 · Revenue $57,954,223

As filed on the 2024 return.

Listed in Part VII

  • IVAN TIM LANCASTER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • LISA EADY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DR DAVID REYES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JAMES WESTBROOKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • DR ALBERT REYES

    PRESIDENT & CEO

    Total calculated
    $768,624
    From this org
    $0
    From related orgs
    $578,205
    Other
    $190,419
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $465,603 related
    Bonus
    $0 + $77,589 related
    Other
    $0 + $35,013 related
    Deferred
    $0 + $111,977 related
    Nontaxable benefits
    $0 + $78,442 related
    Filer's total
    $0 + $768,624 related

  • BRIAN ROBBINS

    BRS PRESIDENT (AS OF 12/24)

    Total calculated
    $70,596
    From this org
    $69,615
    From related orgs
    $0
    Other
    $981
    Hours/week
    32 + 8 related

  • CHARLIE WILSON

    BRS PRESIDENT (THRU 8/24)

    Total calculated
    $714,810
    From this org
    $658,870
    From related orgs
    $0
    Other
    $55,940
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $230,900
    Bonus
    $39,375
    Other
    $388,595
    Deferred
    $54,021
    Nontaxable benefits
    $1,919
    Filer's total
    $714,810

  • KEN ROBBINS

    INTERIM BRS PRESIDENT (9/24-12/24)

    Total calculated
    $0
    Hours/week
    32 + 8 related

  • JEFFREY GENTRY

    SVP/CFO THRU 7/24; EVP/COO AT 8/24

    Total calculated
    $585,720
    From this org
    $0
    From related orgs
    $510,804
    Other
    $74,916
    Hours/week
    7 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $457,160 related
    Bonus
    $0 + $51,000 related
    Other
    $0 + $2,644 related
    Deferred
    $0 + $71,600 related
    Nontaxable benefits
    $0 + $3,316 related
    Filer's total
    $0 + $585,720 related

  • PRISCILLA REIMER

    SR. VP & GENERAL COUNSEL & SECRETARY

    Total calculated
    $460,615
    From this org
    $0
    From related orgs
    $400,316
    Other
    $60,299
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,633 related
    Bonus
    $0 + $43,763 related
    Other
    $0 + $10,920 related
    Deferred
    $0 + $57,500 related
    Nontaxable benefits
    $0 + $2,799 related
    Filer's total
    $0 + $460,615 related

  • MICHAEL OLMSTEAD

    BRS VICE PRESIDENT & COO

    Total calculated
    $280,085
    From this org
    $253,782
    From related orgs
    $0
    Other
    $26,303
    Hours/week
    25 + 15 related

    Schedule J breakdown matched by us

    Base
    $238,527
    Bonus
    $14,375
    Other
    $880
    Deferred
    $23,948
    Nontaxable benefits
    $2,355
    Filer's total
    $280,085

  • RICHARD MUNOZ

    ASSISTANT SECRETARY

    Total calculated
    $290,921
    From this org
    $0
    From related orgs
    $269,150
    Other
    $21,771
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,712 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $438 related
    Deferred
    $0 + $19,602 related
    Nontaxable benefits
    $0 + $2,169 related
    Filer's total
    $0 + $290,921 related

  • KAYLA COLEMAN

    ASSISTANT SECRETARY

    Total calculated
    $259,088
    From this org
    $0
    From related orgs
    $229,884
    Other
    $29,204
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,362 related
    Bonus
    $0 + $24,415 related
    Other
    $0 + $2,107 related
    Deferred
    $0 + $27,028 related
    Nontaxable benefits
    $0 + $2,176 related
    Filer's total
    $0 + $259,088 related

  • CHRISTINA ALLERT

    ASSISTANT SECRETARY

    Total calculated
    $175,128
    From this org
    $0
    From related orgs
    $165,554
    Other
    $9,574
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,641 related
    Bonus
    $0 + $9,641 related
    Other
    $0 + $2,272 related
    Deferred
    $0 + $7,999 related
    Nontaxable benefits
    $0 + $1,575 related
    Filer's total
    $0 + $175,128 related

  • STEPHANIE HESLEY

    SR. DIR. HEALTHCARE SVCS

    Total calculated
    $154,242
    From this org
    $141,568
    From related orgs
    $0
    Other
    $12,674
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,630
    Bonus
    $1,214
    Other
    $4,724
    Deferred
    $11,206
    Nontaxable benefits
    $1,468
    Filer's total
    $154,242

  • ROY ANTLE

    EXECUTIVE DIRECTOR, AUSTIN

    Total calculated
    $204,870
    From this org
    $189,422
    From related orgs
    $0
    Other
    $15,448
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,941
    Bonus
    $10,664
    Other
    $3,817
    Deferred
    $14,055
    Nontaxable benefits
    $1,393
    Filer's total
    $204,870

  • AMY SHIELDS

    EXECUTIVE DIRECTOR, HOUSTON

    Total calculated
    $183,982
    From this org
    $182,063
    From related orgs
    $0
    Other
    $1,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,560
    Bonus
    $1,620
    Other
    $4,883
    Deferred
    $0
    Nontaxable benefits
    $1,919
    Filer's total
    $183,982

  • DAVID UMMEL

    EXECUTIVE DIRECTOR, LONGVIEW

    Total calculated
    $174,333
    From this org
    $160,716
    From related orgs
    $0
    Other
    $13,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,853
    Bonus
    $9,167
    Other
    $5,696
    Deferred
    $12,024
    Nontaxable benefits
    $1,593
    Filer's total
    $174,333

  • CHARLES CHILDRESS

    DIRECTOR OF BUSINESS DEVELOPMENT

    Total calculated
    $150,072
    From this org
    $141,925
    From related orgs
    $0
    Other
    $8,147
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,795
    Bonus
    $11,801
    Other
    $1,329
    Deferred
    $6,718
    Nontaxable benefits
    $1,429
    Filer's total
    $150,072

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)

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 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, LINE 4B
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. DR. ALBERT REYES $73,894 CHARLIE WILSON $35,000 JEFFREY GENTRY $34,000 PRISCILLA REIMER $29,500 MICHAEL OLMSTEAD $11,500 RICHARD MUNOZ $10,173 KAYLA COLEMAN $10,000
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 II, COLUMNS B(III) AND F
CHARLES WILSON RECEIVED A PAYMENT OF $384,765 IN 2024 PURSUANT TO HIS RETIREMENT. THE PAYMENT WAS A DISTRIBUTION FROM A 457(F) PLAN REPRESENTING ACCUMULATED PRIOR YEARS' CONTRIBUTIONS AND EARNINGS

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
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202503109349303680

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