2019-11-11T11:08:05-06:00 2018-12-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2018-01-01 752571394 BUCKNER RETIREMENT SERVICES INC BUCK 2147588000 700 N PEARL ST NO 1200 DALLAS TX 75201 JEFFERY K GENTRY SR VICE PRESIDENT/CFO 2147588000 2019-11-05 1 IRA L NEVELOW P00083210 9724901970 174.47.139.16 2019-11-05 13:27:33 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A0264FDF1D0B98FBF53E1D0923E569D1751BD84A 2018 2020-03-31 21:24:44Z ALBERT L REYES 700 N PEARL ST NO 1200 DALLAS TX 75201 52222778 0 X WWW.BUCKNER.ORG X 1994 TX ENRICH THE LIVES OF SENIOR ADULTS AND THEIR FAMILIES THROUGH CHRIST-CENTERED VALUES. 25 25 890 304 0 0 422368 371625 48406082 51574065 337600 -246156 87760 266954 49253810 51966488 1991013 2033904 0 0 24285413 24975271 0 0 0 24579349 27784819 50855775 54793994 -1601965 -2827506 162733669 159722455 169258430 169621654 -6524761 -9899199 X 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. 0 0 51230948 2033904 51841019 1,582 RESIDENTS SERVED IN RESIDENTIAL RETIREMENT COMMUNITIES; PROVIDED OVER $613,900 IN SUPPLEMENTAL ASSISTANCE FUNDS FOR RESIDENTS OF BUCKNER RETIREMENT COMMUNITIES. 51230948 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 145 0 1 890 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 X JEFFERY K GENTRY 2147588000 700 N PEARL ST STE 1200 DALLAS TX 75201 MARGARETH FANINI AVILES DIRECTOR 1.00 4.00 X 0 0 0 CAROL C BRIAN DIRECTOR 1.00 4.00 X 0 0 0 REBECA BROKENBEK DIRECTOR 1.00 4.00 X 0 0 0 LEE E BUSH DIRECTOR 1.00 4.00 X 0 0 0 SUE COURTS DIRECTOR 1.00 4.00 X 0 0 0 DR FROSWA BOOKER-DREW DIRECTOR 1.00 4.00 X 0 0 0 LISA EADY DIRECTOR 1.00 5.00 X 0 0 0 DR RIEFFERD GAIL FLOOD DIRECTOR 1.00 5.00 X 0 0 0 ED FRANCIS DIRECTOR 1.00 7.00 X 0 0 0 DR JULIO GUARNERI DIRECTOR 1.00 4.00 X 0 0 0 CASSANDRA HARRIS DIRECTOR 1.00 4.00 X 0 0 0 DAVID HENNESSEE DIRECTOR 1.00 6.00 X 0 0 0 DR RODNEY HENRY DIRECTOR 1.00 7.00 X 0 0 0 WATSON MOORE DIRECTOR 1.00 5.00 X 0 0 0 NANCY NEAL DIRECTOR 1.00 6.00 X 0 0 0 ZACH PARRISH DIRECTOR 1.00 4.00 X 0 0 0 NORMAN K PRESLEY DIRECTOR 1.00 4.00 X 0 0 0 BARRY PRYOR DIRECTOR 1.00 4.00 X 0 0 0 LYNETTE GUY RANTON DIRECTOR 1.00 7.00 X 0 0 0 PRISCILLA R REIMER VP, GENERAL COUNSEL & SECRETARY 5.00 35.00 X X 0 194605 1934 DR WALID SAADE DIRECTOR 1.00 4.00 X 0 0 0 SUSAN STRUZICK DIRECTOR 1.00 4.00 X 0 0 0 JEFF TAYLOR DIRECTOR 1.00 4.00 X 0 0 0 JAMES H WESTBROOKS DIRECTOR 1.00 4.00 X 0 0 0 SUSAN WILHOIT DIRECTOR 1.00 6.00 X 0 0 0 SUSAN WILLIAMS DIRECTOR 1.00 4.00 X 0 0 0 BRIAN ROBBINS VICE PRESIDENT 30.00 10.00 X 225917 0 8885 TONY LINTELMAN VP FOR CORPORATE ADMIN 5.00 35.00 X 0 367407 51538 ALBERT L REYES PRESIDENT & CEO 5.00 35.00 X 0 362977 133523 JEFFREY K GENTRY SR. VICE PRESIDENT & CFO 7.00 33.00 X 0 226049 5775 STEPHEN N WAKEFIELD VP, GENERAL COUNSEL & SECRETARY 5.00 35.00 X 0 317163 24097 RICHARD M MUNOZ ASSISTANT SECRETARY 5.00 35.00 X 0 157050 1377 CHRISTINA S ALLERT ASSISTANT SECRETARY 5.00 35.00 X 0 118915 9729 CHARLIE WILSON SR VICE PRESIDENT 33.00 7.00 X 304810 0 48092 DOYLETA G HORTON SENIOR DIRECTOR OF MARKETING & SALES 40.00 0.00 X 174226 0 1025 ROY D ANTLE DIRECTOR, AUSTIN 40.00 0.00 X 146334 0 12297 PAUL A CLARK DIRECTOR OF MKTG & SALES, AUSTIN 40.00 0.00 X 134384 0 10404 BEN C MAZZARA EXECUTIVE DIRECTOR, BEAUMONT 40.00 0.00 X 136437 0 11513 SUSAN G PHELPS EXECUTIVE DIRECTOR, HOUSTON 40.00 0.00 X 136142 0 12089 1258250 1744166 332278 14 0 1 0 HILL & WILKINSON CONSTRUCTION GROUP LTD 2703 TELECOM PARKWAY STE 120 RICHARDSON TX 75082 CONSTRUCTION 12422044 FUNCTIONAL PATHWAYS OF TENNESSEE LLC 10133 SHERRILL BLVD STE 200 KNOXVILLE TN 37932 PHYSICAL THERAPY 2068625 BOYT AND GRUBBS CONSTRUCTIONS LLC DBA C 810 MISTY RIDGE COURT SUGARLAND TX 77479 CONSTRUCTION 291795 NETSMART 4950 COLLEGE BOULEVARD OVERLAND PARK KS 66211 SOFTWARE SOLUTIONS 138339 APS - SUMMIT CARE PHARMACY LLC PO BOX 78000 DETROIT MI 48278 HEALTH CARE SVCS 120992 6 247871 123754 371625 RESIDENT SERVICES 623000 51574065 51574065 51574065 10134 10134 256290 -256290 -256290 -256290 MISCELLANEOUS INCOME 900099 266954 266954 266954 51966488 51841019 0 -246156 1420001 1420001 613903 613903 587704 587704 19029834 18810571 219263 546530 519253 27277 3390956 3255318 135638 1420247 1391118 29129 2167000 2167000 34475 34475 20000 20000 2746589 2700065 46524 409993 394951 15042 506262 476561 29701 313560 261246 52314 4638627 4635862 2765 304305 143296 161009 30753 3184 27569 5009333 5003497 5836 4390808 4390808 902088 902088 FOOD 3208307 3208307 MEDICAL COSTS 1795833 1795833 REAL ESTATE TAXES 501839 501839 SUPPLIES 292201 292201 512846 511046 1800 54793994 51230948 3563046 0 4420430 4657581 1315139 982070 1689158 1822023 140187 140018 375263 443850 192526499 50600425 128438557 141926074 704936 227923 25649999 9522916 162733669 159722455 3385066 6692254 204242 214742 157831907 154841705 7837215 7872953 169258430 169621654 X -6538554 -9912992 13793 13793 -6524761 -9899199 162733669 159722455 X -2827506 -25276 -521656 X 0 1 X 1 0 X 408957 375873 997306 422368 371625 2576129 50664993 50814358 49513679 48406082 51574065 250973177 51073950 51190231 50510985 48828450 51945690 253549306 222087 233388 830244 235633 247871 1769223 0 222087 233388 830244 235633 247871 1769223 251780083 372917 367704 248028 158499 10134 1157282 372917 367704 248028 158499 10134 1157282 27243 25105 33079 87760 266954 440141 51474110 51583040 50792092 49074709 52222778 255146729 0.98680 0.98560 0.00450 0.00660 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 27,243. 2015 AMOUNT: $ 25,105. 2016 AMOUNT: $ 33,079. 2017 AMOUNT: $ 87,760. 2018 AMOUNT: $ 266,954. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5290106 5290106 141223819 35715141 105508678 13785692 8834270 4951422 32226882 6051014 26175868 141926074 REVENUE BOND PROCEEDS HELD BY TRUSTEE 9522916 9522916 SECURITY DEPOSITS 2313742 PAYABLE TO AFFILIATED COMPANIES 262586 ENTRANCE FEES-GREENRIDGE 3498439 ENTRANCE FEES-CALDER WOODS 1260000 ASSET RETIREMENT OBLIGATION 538186 7872953 X PART X, LINE 2: THE CODIFICATION GUIDANCE FOR ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES REQUIRES THAT BRS RECOGNIZE IN ITS CONSOLIDATED FINANCIAL STATEMENTS THE FINANCIAL EFFECTS OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE TAX POSITION. THE NEW REQUIREMENTS ALSO PROVIDE GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. TAX POSITIONS TAKEN RELATED TO BRS'S TAX EXEMPT STATUS, UNRELATED BUSINESS ACTIVITIES TAXABLE INCOME AND DEDUCTIBILITY OF EXPENSES AND OTHER MISCELLANEOUS TAX POSITIONS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, BRS HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. FOR THE YEAR ENDED DECEMBER 31, 2018, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2018, BRS'S TAX YEARS 2015 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. 1 BUCKNER INTERNATIONAL 700 N PEARL ST STE 1200 DALLAS TX 75201 750891443 501(C)(3) 1420001 GENERAL SUPPORT 1 RESIDENT RENTAL ASSISTANCE 17 613903 PART I, LINE 2: MONITORING PROCEDURES: A COMMITTEE REVIEWS ALL APPLICATIONS FOR RESIDENT ASSISTANCE. COMMITTEE MEMBERS ARE UNAWARE OF THE IDENTITY OF APPLICANTS AND MAKE AWARDS BASED ON NEED AND AVAILABILITY OF FUNDS. ALL RECIPIENTS ARE RESIDENTS OF BUCKNER RETIREMENT SERVICES' FACILITIES. ASSISTANCE IS FOR MONTHLY RENT AND OTHER EXPENSES INCURRED AT THE FACILITY IN WHICH THE RECIPIENT RESIDES. X 1 1 0 1 0 0 0 0 0 1 0 PRISCILLA R REIMER VP, GENERAL COUNSEL & SECRETARY 0 192404 0 0 0 2201 0 0 0 1934 0 196539 0 0 BRIAN ROBBINS VICE PRESIDENT 211920 0 12957 0 1040 0 7000 0 1885 0 234802 0 0 0 TONY LINTELMAN VP FOR CORPORATE ADMIN 0 275103 0 86622 0 5682 0 49391 0 2147 0 418945 0 0 ALBERT L REYES PRESIDENT & CEO 0 262970 0 90221 0 9786 0 55391 0 78132 0 496500 0 0 JEFFREY K GENTRY SR. VICE PRESIDENT & CFO 0 221295 0 3641 0 1113 0 3833 0 1942 0 231824 0 0 STEPHEN N WAKEFIELD VP, GENERAL COUNSEL & SECRETARY 0 131053 0 31850 0 154260 0 24097 0 0 0 341260 0 112285 RICHARD M MUNOZ ASSISTANT SECRETARY 0 146664 0 9749 0 637 0 0 0 1377 0 158427 0 0 CHARLIE WILSON SR VICE PRESIDENT 256319 0 46509 0 1982 0 46008 0 2084 0 352902 0 0 0 DOYLETA G HORTON SENIOR DIRECTOR OF MARKETING & SALES 111251 0 58413 0 4562 0 0 0 1025 0 175251 0 0 0 ROY D ANTLE DIRECTOR, AUSTIN 138871 0 3526 0 3937 0 11161 0 1136 0 158631 0 0 0 SCHEDULE J, PART I, LINE 4B: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION: THE 457(F) 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 $33,762 TONY LINTELMAN $26,960 CHARLIE WILSON $24,776 STEPHEN N. WAKEFIELD $24,097 BRIAN ROBBINS $7,000 JEFFREY GENTRY $3,833 PURSUANT TO HIS RETIREMENT ON DECEMBER 31, 2018, TONY LINTELMAN RECEIVED PAYMENTS DURING 2018 TOTALING $74,329 FOR GAP EARNED IN YEARS 2017 AND 2018. PURSUANT TO HIS RETIREMENT ON FEBRUARY 23, 2018, STEPHEN WAKEFIELD RECEIVED A PAYMENT OF $152,280 DURING 2018. THE PAYMENT WAS A DISTRIBUTION FROM A 457(F) PLAN WITH BUCKNER INTERNATIONAL REPRESENTING ACCUMULATED PRIOR YEARS' CONTRIBUTIONS AND EARNINGS. IN ADDITION, HE CONTINUED TO PROVIDE CONSULTING SERVICES IN THE AMOUNT OF $90,000 DURING 2018. SCHEDULE J, PART II PRISCILLA (RENEE) REIMER RESIGNED FROM THE BOARD OF DIRECTORS ON FEBRUARY 1, 2018 PRIOR TO COMMENCING HER ROLE AS VP, GENERAL COUNSEL AND SECRETARY ON FEBRUARY 23, 2018. 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 $46,509 BRIAN ROBBINS $12,957 BEN MAZZARA $5,782 DOYLE ANTLE $3,526 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 A TARRANT CO CULTURAL EDU FACILITIES FINANCE CORP 043833551 87638RGY7 2016-05-05 103194157 SEE PART VI 0 0 0 B TARRANT CO CULTURAL EDU FACILITIES FINANCE CORP 043833551 87638RKC0 2017-08-22 59586768 SEE PART VI 0 0 0 A 2470000 105392777 5699261 1376107 52085610 6324282 2018 0 1 0 1 B 1505000 59985461 819562 923183 9933426 3198634 2019 1 0 0 1 A 0 0 1 1 0 0 0 1 B 0 0 1 1 0 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 BOND A - SCHEDULE K, PART I, LINE A(F): DESCRIPTION OF PURPOSE: (1) FINANCE THE CONSTRUCTION AND EXPANSION OF CERTAIN FACILITIES LOCATED IN AUSTIN, BEAUMONT AND LONGVIEW, TEXAS. (2) TO REFUND A PORTION OF THE OUTSTANDING 2007 SERIES BONDS. BOND A - SCHEDULE K, PART II, LINE 3A: PROCEEDS INCLUDES PROCEEDS OF $103,194,157 PLUS INVESTMENT EARNINGS OF $2,198,620 BOND A - SCHEDULE K, PART II, LINE 13A: YEAR OF SUBSTANTIAL COMPLETION IS 2018. BONDS A AND B - SCHEDULE K, PART III, LINE 7: MEET THE PRIVATE SECURITY OR PAYMENT TEST: WITH RESPECT TO THE BOND ISSUE, BUCKNER RETIREMENT SERVICES LIMITS TRADE WITH THIRD PARTY VENDORS FOR BUSINESS USE TO 5%. BONDS A AND B - SCHEDULE K, PART III, LINE 9, PRIVATE BUSINESS USE BUCKNER RETIREMENT SERVICES MONITORS COMPLIANCE WITH THE RULES OF SECTION 145 OF THE INTERNAL REVENUE CODE BASED PRIMARILY ON PRIVATE BUSINESS USE. BUCKNER RETIREMENT SERVICES HAS RECEIVED PRIVATE PAYMENTS WITH RESPECT TO BOND-FINANCED ASSETS OR SPACE BUT MONITORS COMPLIANCE WITH THE PRIVATE ACTIVITY BOND TESTS OF SECTIONS 141 AND 145 OF THE INTERNAL REVENUE CODE BASED PRIMARILY ON LIMITING PRIVATE BUSINESS USE. BOND B - SCHEDULE K, PART I, LINE B(F). DESCRIPTION OF PURPOSE: (1) FINANCE THE CONSTRUCTION AND RENOVATION OF FACILITIES LOCATED IN HOUSTON, TX (2) TO REFUND A PORTION OF THE OUTSTANDING 2007 SERIES BONDS. BOND B - SCHEDULE K, PART II, LINE 3B: PROCEEDS INCLUDES PROCEEDS OF $59,586,768 PLUS INVESTMENT EARNINGS OF $504,856 BOND B - SCHEDULE K, PART II, LINE 13B: YEAR OF SUBSTANTIAL COMPLETION IS ESTIMATED TO BE 2019. FORM 990, PART VI, SECTION B, LINE 11B PROCESS USED TO REVIEW FORM 990 THE BUCKNER INTERNATIONAL FINANCE COMMITTEE APPOINTS A BOARD MEMBER, FAMILIAR AND QUALIFIED IN ACCOUNTING MATTERS, TO REVIEW AND DISCUSS THE TAX FORMS WITH STAFF. UPON APPROVAL OF THIS REVIEW, THE TAX FORM IS SENT TO THE FULL BOARD PRIOR TO THE FILING OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ENFORCEMENT AND MONITORING DIRECTORS AND OFFICERS ARE REQUIRED TO SUBMIT A STATEMENT OF DISCLOSURE UPON APPOINTMENT TO THE BOARD AND THEREAFTER ANNUALLY. THE PURPOSE OF THIS STATEMENT IS TO PROVIDE A MECHANISM FOR THE DISCLOSURE OF ANY ACTUAL OR POTENTIAL CONFLICT(S) OF INTEREST. ANY ACTUAL OR POTENTIAL CONFLICTS THAT ARISE BETWEEN ANNUAL STATEMENT SUBMISSIONS ARE REQUIRED TO BE COMMUNICATED AS SOON AS POSSIBLE IN WRITING TO THE GENERAL COUNSEL. THE CONFLICT OF INTEREST POLICY (COI) IS EXPLAINED AT THE TIME OF ISSUANCE FOR SIGNATURE. THE COI DEFINES DISQUALIFIED PERSONS AND POTENTIAL CONFLICTS. ANY CONFLICTS THAT ARISE ARE REVIEWED BY THE BOARD OUTSIDE OF THE PRESENCE OF THE INDIVIDUAL(S) INVOLVED. FORM 990, PART VI, SECTION B, LINE 15B 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. COMPENSATION DECISIONS FOR ALL OTHER EXECUTIVE POSITIONS ARE DETERMINED BY THE PRESIDENT/CEO BASED ON PERFORMANCE AS DESCRIBED IN BOARD POLICIES AND AGREED UPON PERSONAL OBJECTIVES AND MAY INCLUDE OTHER COMMONLY ACCEPTED EVALUATION MEASURES. SALARIES ARE GENERALLY SET AT LEVELS THAT ARE COMPETITIVE WITH SIMILAR ORGANIZATIONS ACCORDING TO REPUTABLE AND RELEVANT SURVEY DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW BY REQUEST. THEY MAY BE REVIEWED AT THE CORPORATE OFFICE IN DALLAS OR MAY BE SENT BY MAIL. FORM 990, PART XI, LINE 9: NET TRANSFERS TO RELATED ORGANIZATIONS -37,125. WRITE-OFF OF CAPITALIZED MARKETING EXPENSES -484,531. BUCKNER CHILDREN & FAMILY SERVICES INC (BCFS) 700 N PEARL ST STE 1200 DALLAS TX 75201 752571395 SOCIAL SERVICES TX 501(C)(3) LINE 7 BI 1 RIO GRANDE CHILDREN'S HOME INC (RGCH) 700 N PEARL ST STE 1200 DALLAS TX 75201 741492806 SOCIAL SERVICES TX 501(C)(3) LINE 7 BCFS 1 BUCKNER ADOPTION AND MATERNITY SERVICES INC (BAMS) 700 N PEARL ST STE 1200 DALLAS TX 75201 752571396 ADOPTION SERVICES TX 501(C)(3) LINE 7 BI 1 BUCKNER INTERNATIONAL (BI) 700 N PEARL ST STE 1200 DALLAS TX 75201 750891443 MANAGEMENT, ADMINISTRATION TX 501(C)(3) LINE 12C, III-FI N/A 0 MY FATHERS HOUSE LUBBOCK (MFHL) 700 N PEARL ST STE 1200 DALLAS TX 75201 752914146 SOCIAL SERVICES TX 501(C)(3) LINE 7 BCFS 1 RIO GRANDE CHILDREN'S HOME FOUNDATION 700 N PEARL ST STE 1200 DALLAS TX 75201 742552150 MANAGEMENT, ADMINISTRATION TX 501(C)(3) LINE 12B, II RGCH 1 BUCKNER FOUNDATION 700 N PEARL ST STE 1200 DALLAS TX 75201 752125945 MANAGEMENT, ADMINISTRATION TX 501(C)(3) LINE 12A, I BI 1 BAPTIST MEMORIALS MINISTRIES (BMM) 902 N MAIN ST SAN ANGELO TX 76902 752755400 RETIREMENT TX 501(C)(3) LINE 10 BRS 1 BUCKNER SENIOR LIVING INC 700 N PEARL ST STE 1200 DALLAS TX 75201 461785859 SOCIAL SERVICES TX 501(C)(3) LINE 10 BRS 1 BUCKNER FHC - BACHMAN LAKE 700 N PEARL ST STE 1200 DALLAS TX 75201 832166056 SOCIAL SERVICES TX 501(C)(3) LINE 12A, I BCFS 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 BUCKNER INTERNATIONAL B 1420001 CASH BUCKNER FOUNDATION C 247871 CASH BUCKNER SENIOR LIVING INC P 158439 CASH