BUCKNER RETIREMENT SERVICES INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BUCKNER RETIREMENT SERVICES INC (EIN 75-2571394)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-24
- IRS object ID
- 201732979349301043
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-24T14:55:48-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12221 MERIT DRIVE SUITE 1400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752571394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNER RETIREMENT SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 2147588000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N PEARL ST NO 1200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY LINTELMAN | PersonNm |
| Person Title | SR VICE PRESIDENT/CFO | PersonTitleTxt |
| Phone | 2147588000 | PhoneNum |
| Signature | 2017-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI J DOLAN | PreparerPersonNm |
| PTIN | P00934271 | PTIN |
| Phone | 9724901970 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 45.17.216.71 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-18 | IPDt |
| IP Tm | 12:46:22 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C93707AA25D3F51A89E4653CB8E0B827D8BC4C4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA2AB4CE0F37544BA897DA4E4A577328FEBA6144 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALBERT L REYES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N PEARL ST NO 1200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,868,602 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BUCKNER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE CARE, MAINTENANCE, HOUSING, AND RELATED SERVICES TO SENIOR ADULTS IN A MORAL AND CHRISTIAN ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 897 | TotalEmployeeCnt |
| Total Volunteers | 1094 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $375,873 | PYContributionsGrantsAmt |
| CY Contributions Grants | $997,306 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $50,814,358 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,513,679 | CYProgramServiceRevenueAmt |
| PY Investment Income | $494,239 | PYInvestmentIncomeAmt |
| CY Investment Income | $303,360 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,105 | PYOtherRevenueAmt |
| CY Other Revenue | $33,079 | CYOtherRevenueAmt |
| PY Total Revenue | $51,709,575 | PYTotalRevenueAmt |
| CY Total Revenue | $50,847,424 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,097,123 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,039,636 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,178,667 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,819,989 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,674,108 | PYOtherExpensesAmt |
| CY Other Expenses | $25,423,522 | CYOtherExpensesAmt |
| PY Total Expenses | $53,949,898 | PYTotalExpensesAmt |
| CY Total Expenses | $53,283,147 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,240,323 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,435,723 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $104,273,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,814,682 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $102,953,156 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $164,737,603 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,320,727 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$3,922,921 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE HOUSING AND CARE FOR AGING PERSONS TO ALLOW SENIOR ADULTS TO RECEIVE A HIGH QUALITY CONTINUUM OF CARE THROUGHOUT THEIR LATER YEARS IN LIFE IN AN ATMOSPHERE THAT ALLOWS WORSHIP AND HELP FOR SENIOR ADULTS TO REACH AND MAINTAIN THEIR FULL POTENTIAL. CARE IS PROVIDED IN A MANNER CONSISTENT WITH CHRISTIAN CONDUCT AND PRINCIPLES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $48,910,817 | ExpenseAmt |
| Grant | $2,039,636 | GrantAmt |
| Revenue | $49,546,758 | RevenueAmt |
| Desc | OVER 1,460 RESIDENTS SERVED IN RESIDENTIAL RETIREMENT COMMUNITIES; OVER 60 CLIENTS SERVED THROUGH HOSPICE; PROVIDED OVER $540,000 IN SUPPLEMENTAL ASSISTANCE FUNDS FOR RESIDENTS OF BUCKNER RETIREMENT COMMUNITIES. | Desc |
| Total Program Service Expenses | $48,910,817 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 174 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 897 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONY LINTELMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2147588000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N PEARL ST STE 1200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BILLY R ALLEN | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARETH FANINI AVILES | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL C BRIAN | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE E BUSH | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE COURTS | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ED FRANCIS | ||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIO GUARNERI | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HENNESSEE | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| RODNEY HENRY | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| WATSON MOORE | ||||||||
| DIRECTOR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECA BROKENBEK | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| CASSANDRA HARRIS | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ZACH PARRISH | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGERS POPE JR | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF TAYLOR | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES H WESTBROOKS | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN WILLIAMS | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY NEAL | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| DUKE PRESLEY | ||||||||
| DIRECTOR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY PRYOR | ||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNETTE GUY RANTON | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| PRISCILLA REIMER | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD SALDANA | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KAY K STRUZICK | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE S VORPAHL | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN WILHOIT | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT L REYES | ||||||||
| PRESIDENT/CEO | 6.00 | 34.00 | $0 | $345,538 | $137,484 | Yes (X) | ||
| CHARLIE WILSON | ||||||||
| SENIOR VICE PRESIDENT | 32.00 | 8.00 | $302,846 | $0 | $53,761 | Yes (X) | ||
| PATRICK CRUMP | ||||||||
| VICE PRESIDENT | 29.00 | 11.00 | $204,481 | $0 | $33,777 | Yes (X) | ||
| TONY LINTELMAN | ||||||||
| SR. VICE PRESIDENT, CFO | 7.00 | 33.00 | $0 | $301,650 | $52,515 | Yes (X) | ||
| STEPHEN N WAKEFIELD | ||||||||
| VP, GENERAL COUNSEL, SECRETARY | 5.00 | 35.00 | $0 | $259,611 | $46,316 | Yes (X) | ||
| RICHARD MUNOZ | ||||||||
| ASSISTANT SECRETARY | 8.00 | 32.00 | $0 | $153,714 | $7,167 | Yes (X) | ||
| CHRISTINA ALLERT | ||||||||
| ASSISTANT SECRETARY | 5.00 | 35.00 | $0 | $108,958 | $14,518 | Yes (X) | ||
| DOYLETA GAY HORTON | ||||||||
| SENIOR DIRECTOR OF MARKETING & SALES | 40.00 | 0.00 | $148,296 | $0 | $7,159 | Yes (X) | ||
| ROY DOYLE ANTLE | ||||||||
| DIRECTOR, AUSTIN | 40.00 | 0.00 | $128,332 | $0 | $11,237 | Yes (X) | ||
| WESLEY WELLS | ||||||||
| EXECUTIVE DIRECTOR, LONGVIEW | 40.00 | 0.00 | $128,558 | $0 | $17,056 | Yes (X) | ||
| BEN C MAZZARA | ||||||||
| EXECUTIVE DIRECTOR, BEAUMONT | 40.00 | 0.00 | $128,449 | $0 | $27,096 | Yes (X) | ||
| BLAKE LAMBERT | ||||||||
| DIRECTOR OF MARKETING & SALES | 40.00 | 0.00 | $109,102 | $0 | $5,399 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,150,064 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,169,471 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $413,485 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HILL & WILKINSON CONSTRUCTION GROUP LTD | |||||
| 2703 TELECOM PARKWAY STE 120 | RICHARDSON | TX | 75082 | CONSTRUCTION | $8,257,474 |
| D2 ARCHITECTURE LLC | |||||
| 2001 N LAMAR ST 300 | DALLAS | TX | 75202 | ARCHICTECTURAL SVCS | $1,805,323 |
| BARBARA J VESSELS INTERIORS | |||||
| 1025 N STEMMONS FWY STE 605 | DALLAS | TX | 75207 | INTERIOR DESIGN SVCS | $398,585 |
| RICK L WARNER | |||||
| 8320 PIGEON ROAD | GILMER | TX | 75645 | CONSTRUCTION | $214,770 |
| HEALTHMEDX LLC | |||||
| 5100 N TOWNE CTR DR | OZARK | MO | 65721 | IT SOLUTIONS | $151,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $830,244 | RelatedOrganizationsAmt |
| All Other Contributions | $167,062 | AllOtherContributionsAmt |
| Noncash Contributions | $39,372 | NoncashContributionsAmt |
| Total Contributions | $997,306 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $49,513,679 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,513,679 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,513,679 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,028 | TotalRevenueColumnAmt |
| Exclusion | $248,028 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,655 | SecuritiesAmt |
| Other | $27,855 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $21,178 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,655 | SecuritiesAmt |
| Other | $6,677 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,332 | TotalRevenueColumnAmt |
| Exclusion | $55,332 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $33,079 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,079 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $33,079 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,847,424 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,546,758 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $303,360 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,494,948 | TotalAmt |
| Program Services | $1,494,948 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,688 | TotalAmt |
| Program Services | $544,688 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,865 | TotalAmt |
| Management And General | $594,865 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,884,614 | TotalAmt |
| Program Services | $18,884,614 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,877 | TotalAmt |
| Program Services | $529,414 | ProgramServicesAmt |
| Management And General | $98,463 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,254,873 | TotalAmt |
| Program Services | $3,029,439 | ProgramServicesAmt |
| Management And General | $1,225,434 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,457,760 | TotalAmt |
| Program Services | $1,390,644 | ProgramServicesAmt |
| Management And General | $67,116 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849,000 | TotalAmt |
| Management And General | $1,849,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,527 | TotalAmt |
| Management And General | $21,527 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,000 | TotalAmt |
| Management And General | $27,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,991,547 | TotalAmt |
| Program Services | $2,677,748 | ProgramServicesAmt |
| Management And General | $313,799 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,350 | TotalAmt |
| Program Services | $435,303 | ProgramServicesAmt |
| Management And General | $8,047 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,222 | TotalAmt |
| Program Services | $530,780 | ProgramServicesAmt |
| Management And General | $33,442 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,325 | TotalAmt |
| Program Services | $299,325 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,278,392 | TotalAmt |
| Program Services | $4,277,641 | ProgramServicesAmt |
| Management And General | $751 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,003 | TotalAmt |
| Program Services | $185,157 | ProgramServicesAmt |
| Management And General | $102,846 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,026 | TotalAmt |
| Program Services | $4,751 | ProgramServicesAmt |
| Management And General | $10,275 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,463,308 | TotalAmt |
| Program Services | $4,457,597 | ProgramServicesAmt |
| Management And General | $5,711 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,030,974 | TotalAmt |
| Program Services | $4,030,974 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899,522 | TotalAmt |
| Program Services | $899,277 | ProgramServicesAmt |
| Management And General | $245 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD | $2,957,715 | $2,957,715 |
| MEDICAL COSTS | $1,615,612 | $1,615,612 |
| SUPPLIES | $318,569 | $318,569 |
| RESIDENT ACTIVITIES | $163,441 | $163,441 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,989 | TotalAmt |
| Program Services | $183,180 | ProgramServicesAmt |
| Management And General | $13,809 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,283,147 | TotalAmt |
| Program Services | $48,910,817 | ProgramServicesAmt |
| Management And General | $4,372,330 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,439,410 | BOYAmt |
| EOY | $3,053,747 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,741,300 | BOYAmt |
| EOY | $4,237,007 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,680,693 | BOYAmt |
| EOY | $1,349,595 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,809 | BOYAmt |
| EOY | $146,604 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,814 | BOYAmt |
| EOY | $372,938 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $139,351,667 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,620,613 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,213,558 | BOYAmt |
| EOY | $97,731,054 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,557,404 | BOYAmt |
| EOY | $1,602,132 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,058,895 | BOYAmt |
| EOY | $52,321,605 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,273,883 | BOYAmt |
| EOY | $160,814,682 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,258,857 | BOYAmt |
| EOY | $6,040,905 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,713 | BOYAmt |
| EOY | $213,739 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,603,523 | BOYAmt |
| EOY | $150,446,269 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,826,063 | BOYAmt |
| EOY | $8,036,690 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,953,156 | BOYAmt |
| EOY | $164,737,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,933 | BOYAmt |
| EOY | -$3,936,714 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,794 | BOYAmt |
| EOY | $13,793 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,320,727 | BOYAmt |
| EOY | -$3,922,921 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,273,883 | BOYAmt |
| EOY | $160,814,682 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,435,723 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$400,599 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,407,326 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $479,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $603,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $408,957 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $997,306 | CurrentTaxYearAmt |
| Total | $2,865,231 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,392,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,046,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,664,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,814,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,513,679 | CurrentTaxYearAmt |
| Total | $247,431,801 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,871,876 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,649,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,073,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,190,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,510,985 | CurrentTaxYearAmt |
| Total | $250,297,032 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $413,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $272,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $283,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $855,244 | CurrentTaxYearAmt |
| Total | $2,183,554 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $413,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $272,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $283,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $855,244 | CurrentTaxYearAmt |
| Total | $2,183,554 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $248,113,478 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $488,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $513,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $372,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $367,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $248,028 | CurrentTaxYearAmt |
| Total | $1,990,043 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $488,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $513,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $372,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $367,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $248,028 | CurrentTaxYearAmt |
| Total | $1,990,043 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,079 | CurrentTaxYearAmt |
| Total | $163,035 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,377,560 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,223,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,474,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,583,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,792,092 | CurrentTaxYearAmt |
| Total | $252,450,110 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98280 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98830 | PublicSupportPY509Pct |
| Investment Income CY | 0.00790 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00300 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2012 AMOUNT: $ 17,296. 2013 AMOUNT: $ 60,312. 2014 AMOUNT: $ 27,243. 2015 AMOUNT: $ 25,105. 2016 AMOUNT: $ 33,079. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,290,105 | OtherCostOrOtherBasisAmt |
| Book Value | $5,290,105 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,636,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,192,626 | DepreciationAmt |
| Book Value | $65,443,830 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,150,138 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,219,473 | DepreciationAmt |
| Book Value | $4,930,665 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,274,968 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,208,514 | DepreciationAmt |
| Book Value | $22,066,454 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $97,731,054 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| REVENUE BOND PROCEEDS HELD BY TRUSTEE | $51,736,900 |
| CAPITALIZED MARKETING COSTS | $584,705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $52,321,605 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $2,052,522 |
| OTHER | $67,630 |
| PAYABLE TO AFFILIATED COMPANIES | $734,047 |
| ENTRANCE FEES-GREENRIDGE | $3,429,941 |
| ENTRANCE FEES-CALDER WOODS | $1,260,000 |
| ASSET RETIREMENT OBLIGATION | $492,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,036,690 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2016, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2016, BRS'S TAX YEARS 2013 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNER INTERNATIONAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N PEARL ST STE 1200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 750891443 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,494,948 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESIDENT RENTAL ASSISTANCE | GrantTypeTxt |
| Recipient | 26 | RecipientCnt |
| Cash Grant | $544,688 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBERT L REYES | ||||||||||||||
| PRESIDENT/CEO | $0 | $254,175 | $0 | $70,020 | $0 | $21,343 | $0 | $50,082 | $0 | $87,402 | $0 | $483,022 | $0 | $0 |
| CHARLIE WILSON | ||||||||||||||
| SENIOR VICE PRESIDENT | $252,999 | $0 | $45,703 | $0 | $4,144 | $0 | $42,223 | $0 | $11,538 | $0 | $356,607 | $0 | $0 | $0 |
| PATRICK CRUMP | ||||||||||||||
| VICE PRESIDENT | $190,301 | $0 | $10,780 | $0 | $3,400 | $0 | $22,555 | $0 | $11,222 | $0 | $238,258 | $0 | $0 | $0 |
| TONY LINTELMAN | ||||||||||||||
| SR. VICE PRESIDENT, CFO | $0 | $262,914 | $0 | $33,184 | $0 | $5,552 | $0 | $44,178 | $0 | $8,337 | $0 | $354,165 | $0 | $0 |
| STEPHEN N WAKEFIELD | ||||||||||||||
| VP, GENERAL COUNSEL, SECRETARY | $0 | $234,090 | $0 | $19,924 | $0 | $5,597 | $0 | $36,290 | $0 | $10,026 | $0 | $305,927 | $0 | $0 |
| RICHARD MUNOZ | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $144,390 | $0 | $7,472 | $0 | $1,852 | $0 | $0 | $0 | $7,167 | $0 | $160,881 | $0 | $0 |
| DOYLETA GAY HORTON | ||||||||||||||
| SENIOR DIRECTOR OF MARKETING & SALES | $109,120 | $0 | $36,121 | $0 | $3,055 | $0 | $0 | $0 | $7,159 | $0 | $155,455 | $0 | $0 | $0 |
| BEN C MAZZARA | ||||||||||||||
| EXECUTIVE DIRECTOR, BEAUMONT | $121,513 | $0 | $5,853 | $0 | $1,083 | $0 | $24,434 | $0 | $2,662 | $0 | $155,545 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $31,827 TONY LINTELMAN $25,168 CHARLIE WILSON $24,054 STEPHEN N. WAKEFIELD $22,387 PATRICK CRUMP $8,984 |
| 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 $45,703 PATRICK CRUMP $10,780 DOYLE ANTLE $5,712 DOYLETA GAY HORTON $5,341 WESLEY WELLS $5,125 BEN MAZZARA $3,555 |
| 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 SEVEN EMPLOYEES LISTED |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| TARRANT CO CULTURAL EDU FACILITIES FINANCE CORP | ||||||||
| A | 043833551 | 87638RGD3 | 2007-07-01 | $106,951,242 | REFUND OUTSTANDING SERIES 1998 (7/30/98) | Yes (1) | 0 | 0 |
| TARRANT CO CULTURAL EDU FACILITIES FINANCE CORP | ||||||||
| B | 043833551 | 87638RGY7 | 2016-05-05 | $103,194,157 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $16,015,000 | $39,540,000 | $112,951,940 | $3,824,210 | $3,508,674 | $62,851,081 | $1,569,673 | $620,801 | $42,455,403 | 2010 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $505,000 | $103,884,278 | $697,563 | $42,325,783 | $1,378,102 | $13,893,270 | 2018 | 0 | Yes (1) | 0 | Yes (1) | $48,716,441 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | ||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| (no name) | ||||||||||
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BOND A - SCHEDULE K, PART I, LINE A(F), DESCRIPTION OF PURPOSE: | REFUND SERIES 1998 (7/30/98) BONDS AND FINANCING THE COST OF CERTAIN HEALTH FACILITIES LOCATED IN AUSTIN, LONGVIEW, BEAUMONT AND HOUSTON, TEXAS. |
| BOND A - SCHEDULE K, PART II, LINE 3: | INCLUDES SALES PROCEEDS OF $106,951,242 PLUS INVESTMENT EARNINGS OF $6,000,698. |
| BOND A - 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%. |
| BOND A - SCHEDULE K, PART IV, LINE 1, FORM 8038-T | NO FORM 8038-T WAS FILED WITH RESPECT TO THE BOND ISSUE DUE TO NEGATIVE ARBITRAGE CALCULATION DURING THE REBATE PERIOD. |
| BOND A - SCHEDULE K, PART IV, LINE 2C: | THE DATE REBATE COMPUTATION WAS PERFORMED IS 9/16/2015. |
| BOND A - SCHEDULE K, PART IV, LINE 5C: | PROJECT FUND AND CAPITALIZED INTEREST FUND WERE INVESTED IN GIC INSTRUMENTS DATED AUGUST 7, 2007. DUE TO THE ECONOMIC ENVIRONMENT THE GIC INSTRUMENTS WERE TERMINATED ON NOVEMBER 25, 2008. |
| BOND B - SCHEDULE K, PART I, LINE B(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 B - SCHEDULE K, PART II, LINE 3B: | PROCEEDS INCLUDES PROCEEDS OF $103,194,157 PLUS INVESTMENT EARNINGS OF $690,121. BOND B - SCHEDULE K, PART II, LINE 13: YEAR OF SUBSTANTIAL COMPLETION IS ESTIMATED TO BE 2018. |
| BOND 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. |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $34,397 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL/FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | WOOD TOOLS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,975 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS USED TO REVIEW FORM 990 THE FINANCE COMMITTEE APPOINTS A FINANCE COMMITTEE 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 | COMPENSATION DETERMINATION COMPENSATION DECISIONS FOR THE EXECUTIVE JOBS ARE BASED ON RELEVANT COMPENSATION SURVEY DATA, EVIDENCED JOBHOLDER PERFORMANCE AND AVAILABLE RESOURCES. THE CHAIRMAN OF THE BOARD OF TRUSTEES OF BUCKNER INTERNATIONAL, A RELATED ENTITY, IN CONSULATION WITH THE TRUSTEES, IS RESPONSIBLE FOR SETTING THE COMPENSATION FOR THE PRESIDENT/CEO JOB. THE BOARD CHAIR COORDINATES WITH THE HUMAN RESOURCES CONSULTANT TO CONDUCT A FORMAL EVALUATION OF THE JOB PERFORMANCE OF THE PRESIDENT/CEO. THE EVALUATION INVOLVES FEEDBACK FROM THE PRESIDENT/CEO, HIS DIRECT REPORTS AND THE TRUSTEES. THAT DATA IS REVIEWED BY THE BOARD MEMBERS AND A REPORT IS REVIEWED WITH THE PRESIDENT/CEO DURING HIS ANNUAL JOB PERFORMANCE EVALUATION MEETING. THIS MEETING OCCURS DURING THE LAST SIX MONTHS OF EACH YEAR. FOR ALL OTHER EXECUTIVE JOB HOLDERS, SURVEY DATA IS PROVIDED TO THE PRESIDENT/CEO FOR DETERMINING COMPENSATION. |
| 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 28,130. CHARGE FOR REFUNDING 2007 BONDS -2,435,456. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (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 | Yes (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 | Yes (1) | |
| BUCKNER INTERNATIONAL (BI) | |||||||||||
| 700 N PEARL ST STE 1200 | DALLAS | TX | 75201 | 750891443 | MANAGEMENT, ADMINISTRATION | TX | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
| MY FATHERS HOUSE LUBBOCK (MFHL) | |||||||||||
| 700 N PEARL ST STE 1200 | DALLAS | TX | 75201 | 752914146 | SOCIAL SERVICES | TX | 501(C)(3) | LINE 7 | BCFS | Yes (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 | Yes (1) | |
| BUCKNER FOUNDATION | |||||||||||
| 700 N PEARL ST STE 1200 | DALLAS | TX | 75201 | 752125945 | MANAGEMENT, ADMINISTRATION | TX | 501(C)(3) | LINE 12A, I | BI | Yes (1) | |
| BAPTIST MEMORIALS MINISTRIES (BMM) | |||||||||||
| 902 N MAIN ST | SAN ANGELO | TX | 76902 | 752755400 | RETIREMENT | TX | 501(C)(3) | LINE 10 | BRS | Yes (1) | |
| BUCKNER SENIOR LIVING INC | |||||||||||
| 700 N PEARL ST STE 1200 | DALLAS | TX | 75201 | 461785859 | SOCIAL SERVICES | TX | 501(C)(3) | LINE 10 | BRS | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BUCKNER INTERNATIONAL | ||
| B | $1,494,948 | CASH |
| BUCKNER FOUNDATION | ||
| C | $830,244 | CASH |
| BUCKNER FOUNDATION | ||
| P | $79,153 | CASH |
| BUCKNER INTERNATIONAL | ||
| P | $421,363 | CASH |
| BUCKNER SENIOR LIVING INC | ||
| P | $216,960 | CASH |
| BAPTIST MEMORIALS MINISTRIES | ||
| P | $124,959 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART V, LINE 1B: | FormAndLineReferenceDesc |
| Explanation | GIFT, GRANT OR CAPITAL CONTRIBUTION TO OTHER ORGANIZATION FUNDS ARE SENT PERIODICALLY TO BUCKNER FOUNDATION TO INVEST AND MANAGE ON BEHALF OF BUCKNER RETIREMENT SERVICES TO SUPPORT THE ORGANIZATIONS' MISSION. FUNDS ARE ALSO DISTRIBUTED TO BUCKNER INTERNATIONAL TO ASSIST IN ITS ONGOING OPERATIONS. | ExplanationTxt |