BUCKNER RETIREMENT SERVICES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BUCKNER RETIREMENT SERVICES INC (EIN 75-2571394)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201443189349309519
- Schema version
- 2013v3.1
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T18:19:33-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE E BERNSTIEN & ASSOC PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10440 N CENTRAL EXPRESSWAY STE 1040 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75231 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TONY LINTELMAN | InCareOfNm |
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 2147588000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N Pearl St | AddressLine1 |
| Address Line2 | Suite 1200 | AddressLine2 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY LINTELMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2147060837 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | bruce e bernstien | PreparerPersonNm |
| PTIN | P01424343 | PTIN |
| Phone | 2147060837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | albert l reyes | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N Pearl St ste 1200 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,223,308 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 883 | TotalEmployeeCnt |
| Total Volunteers | 889 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $479,724 | PYContributionsGrantsAmt |
| CY Contributions Grants | $603,371 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $47,392,152 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,046,619 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,039,681 | PYInvestmentIncomeAmt |
| CY Investment Income | $513,006 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,296 | PYOtherRevenueAmt |
| CY Other Revenue | $60,312 | CYOtherRevenueAmt |
| PY Total Revenue | $46,849,491 | PYTotalRevenueAmt |
| CY Total Revenue | $50,223,308 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,739,010 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,029,029 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,565,971 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,540,346 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $351,727 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,394,249 | PYOtherExpensesAmt |
| CY Other Expenses | $24,964,941 | CYOtherExpensesAmt |
| PY Total Expenses | $47,699,230 | PYTotalExpensesAmt |
| CY Total Expenses | $49,534,316 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$849,739 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $688,992 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $110,837,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,415,367 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $106,957,422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $105,621,630 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,880,066 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,793,737 | NetAssetsOrFundBalancesEOYAmt |
| 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $46,023,656 | ExpenseAmt |
| Grant | $585,120 | GrantAmt |
| Revenue | $49,105,342 | RevenueAmt |
| Desc | Over 1,500 residents served in residential retirement communities; over 200 clients served through hospice; Provided over $550,000 in supplemental assistance funds for residents of Buckner retirement communities. | Desc |
| Total Program Service Expenses | $46,023,656 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 136 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 883 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY LINTELMAN | PersonNm |
| Phone | 2147588000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N PEARL ST STE 1200 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 | ||||||||
| BOARD TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY M BARNES | ||||||||
| BOARD TRUSTEE | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||
| CAROL C BRIAN | ||||||||
| BOARD TRUSTEE | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||
| REBECA L BROKENBEK | ||||||||
| BOARD TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| ANDROLLA CANAVATI DE MITRI | ||||||||
| BOARD TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| J DANIEL ELLIS | ||||||||
| BOARD TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| ED FRANCIS | ||||||||
| BOARD TRUSTEE | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | ||
| ANN GRAVES | ||||||||
| BOARD TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| CASSANDRA HARRIS | ||||||||
| BOARD TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID C HENNESSEE | ||||||||
| BOARD TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| RODNEY HENRY | ||||||||
| BOARD TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVE M KING | ||||||||
| BOARD TRUSTEE | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||
| WATSON MOORE | ||||||||
| BOARD TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| NELL MCCALLUM MORRIS | ||||||||
| BOARD TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| NANCY NEAL | ||||||||
| BOARD TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| ELLIS OROZCO | ||||||||
| BOARD TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| DUKE PRESLEY | ||||||||
| BOARD TRUSTEE | 1.0 | 7.0 | Yes (X) | $0 | $0 | $0 | ||
| BARRY PRYOR | ||||||||
| BOARD TRUSTEE | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | ||
| LYNETTE GUY RANTON | ||||||||
| BOARD TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD SALDANA | ||||||||
| BOARD TRUSTEE | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN SOSEBEE | ||||||||
| BOARD TRUSTEE | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| KAY K STRUZICK | ||||||||
| BOARD TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE S VORPAHL | ||||||||
| BOARD TRUSTEE | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||
| HENRY G WILL | ||||||||
| BOARD TRUSTEE | 1.0 | 7.0 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT L REYES | ||||||||
| PRESIDENT & CEO | 6.0 | 34.0 | $0 | $324,927 | $144,569 | Yes (X) | ||
| CHARLIE WILSON | ||||||||
| SR VICE PRESIDENT | 39.0 | 1.0 | $268,042 | $0 | $49,423 | Yes (X) | ||
| PATRICK CRUMP | ||||||||
| VICE PRESIDENT | 30.0 | 10.0 | $199,833 | $0 | $38,697 | Yes (X) | ||
| TONY LINTELMAN | ||||||||
| SR VICE PRESIDENT & CFO | 6.0 | 34.0 | $0 | $275,152 | $61,116 | Yes (X) | ||
| JACK H DAVIS | ||||||||
| GEN COL,VP&SECRETARY(Jan-Apr) | 5.0 | 35.0 | $0 | $268,054 | $60,810 | Yes (X) | ||
| STEPHEN NWAKEFIELD | ||||||||
| GEN COL,VP&SECRETARY(May-Dec) | 5.0 | 35.0 | $0 | $223,510 | $16,127 | Yes (X) | ||
| CHRIS ALLERT | ||||||||
| ASSISTANT SECRETARY | 6.0 | 34.0 | $0 | $94,022 | $24,014 | Yes (X) | ||
| DOYLETA HORTON | ||||||||
| DIRECTOR OF MARKETING | 40.0 | $143,907 | $0 | $25,182 | Yes (X) | |||
| SUSAN UDELL | ||||||||
| SENIOR DIRECTOR | 40.0 | $141,598 | $0 | $19,760 | Yes (X) | |||
| JIMMY JOHNSON | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | $127,804 | $0 | $23,262 | Yes (X) | |||
| WESLEY WELLS | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | $124,135 | $0 | $23,250 | Yes (X) | |||
| BEN MAZZARA | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | $123,787 | $0 | $16,804 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,129,106 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,185,665 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $503,014 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TERRY'S PAINTING | |||||
| 900 COUSHATTA TRAIL | LONGVIEW | TX | 75605 | painting contractor | $214,779 |
| NETERA NETWORK INTEGRATIONS LLC | |||||
| 3000 TECHNOLOGY DRIVE | PLANO | TX | 75074 | it solutions | $191,851 |
| VICKIE RAGSDALE | |||||
| 8809 JODHPUR | FAIR OAK RANCH | TX | 78015 | nursing consultant | $115,452 |
| HILL WILKINSON CONSTRUCTION GROUP | |||||
| 2703 TELECOM PKWY | RICHARDSON | TX | 75082 | construction | $114,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $233,011 | RelatedOrganizationsAmt |
| All Other Contributions | $370,360 | AllOtherContributionsAmt |
| Noncash Contributions | $12,049 | NoncashContributionsAmt |
| Total Contributions | $603,371 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT FEES/SERVICES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $49,046,619 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,046,619 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,046,619 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $381,167 | TotalRevenueColumnAmt |
| Exclusion | $381,167 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,839 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,839 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,839 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $60,312 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,723 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $60,312 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,223,308 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,105,342 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $382,756 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443,909 | TotalAmt |
| Program Services | $1,443,909 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,120 | TotalAmt |
| Program Services | $585,120 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,995 | TotalAmt |
| Management And General | $555,995 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,810,876 | TotalAmt |
| Program Services | $17,810,876 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,554 | TotalAmt |
| Program Services | $337,217 | ProgramServicesAmt |
| Management And General | $84,337 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,431,924 | TotalAmt |
| Program Services | $2,305,544 | ProgramServicesAmt |
| Management And General | $126,380 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,319,997 | TotalAmt |
| Program Services | $1,256,618 | ProgramServicesAmt |
| Management And General | $63,379 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,911,977 | TotalAmt |
| Management And General | $1,911,977 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,869 | TotalAmt |
| Management And General | $7,869 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Management And General | $22,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,189,684 | TotalAmt |
| Program Services | $2,689,689 | ProgramServicesAmt |
| Management And General | $149,995 | ManagementAndGeneralAmt |
| Fundraising | $350,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,971 | TotalAmt |
| Program Services | $539,898 | ProgramServicesAmt |
| Management And General | $13,073 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,923 | TotalAmt |
| Program Services | $527,785 | ProgramServicesAmt |
| Management And General | $39,138 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,548 | TotalAmt |
| Program Services | $156,414 | ProgramServicesAmt |
| Management And General | $2,134 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,110,191 | TotalAmt |
| Program Services | $4,102,083 | ProgramServicesAmt |
| Management And General | $8,108 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,739 | TotalAmt |
| Program Services | $269,680 | ProgramServicesAmt |
| Management And General | $151,059 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,817 | TotalAmt |
| Program Services | $6,151 | ProgramServicesAmt |
| Management And General | $17,666 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,770,749 | TotalAmt |
| Program Services | $4,766,646 | ProgramServicesAmt |
| Management And General | $4,103 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,700,976 | TotalAmt |
| Program Services | $3,700,976 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $749,888 | TotalAmt |
| Program Services | $749,888 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $2,768,058 | $2,767,934 | $124 |
| MEDICAL COST | $1,250,442 | $1,250,442 | |
| SUPPLIES | $317,918 | $317,918 | |
| RESIDENT ACTIVITIES | $152,089 | $152,043 | $46 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,102 | TotalAmt |
| Program Services | $286,825 | ProgramServicesAmt |
| Management And General | $1,550 | ManagementAndGeneralAmt |
| Fundraising | $1,727 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,534,316 | TotalAmt |
| Program Services | $46,023,656 | ProgramServicesAmt |
| Management And General | $3,158,933 | ManagementAndGeneralAmt |
| Fundraising | $351,727 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,496,577 | BOYAmt |
| EOY | $5,549,962 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,700,534 | BOYAmt |
| EOY | $1,671,775 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $10,049 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,332,032 | BOYAmt |
| EOY | $1,715,797 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,344 | BOYAmt |
| EOY | $70,864 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,554 | BOYAmt |
| EOY | $302,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $128,485,174 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,577,256 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,839,133 | BOYAmt |
| EOY | $85,907,918 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,156,292 | BOYAmt |
| EOY | $3,344,636 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,959,022 | BOYAmt |
| EOY | $10,841,793 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,837,488 | BOYAmt |
| EOY | $109,415,367 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,371,255 | BOYAmt |
| EOY | $2,579,489 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,225 | BOYAmt |
| EOY | $390,218 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,031,428 | BOYAmt |
| EOY | $95,988,793 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,270,514 | BOYAmt |
| EOY | $6,663,130 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,957,422 | BOYAmt |
| EOY | $105,621,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,805,183 | BOYAmt |
| EOY | $3,718,854 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,883 | BOYAmt |
| EOY | $74,883 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,880,066 | BOYAmt |
| EOY | $3,793,737 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,837,488 | BOYAmt |
| EOY | $109,415,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $688,992 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$579,583 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$195,738 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $379,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $633,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $493,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $479,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $603,371 | CurrentTaxYearAmt |
| Total | $2,590,108 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,008,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,867,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,668,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,392,152 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,046,619 | CurrentTaxYearAmt |
| Total | $217,983,910 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,388,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,500,982 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,162,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,871,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,649,990 | CurrentTaxYearAmt |
| Total | $220,574,018 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $295,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $505,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $409,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $448,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $440,230 | CurrentTaxYearAmt |
| Total | $2,098,985 | 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 | $295,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $505,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $409,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $448,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $440,230 | CurrentTaxYearAmt |
| Total | $2,098,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $218,475,033 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $172,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $358,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $511,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$1,039,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $513,006 | CurrentTaxYearAmt |
| Total | $515,919 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $172,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $358,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $511,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$1,039,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $513,006 | CurrentTaxYearAmt |
| Total | $515,919 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $267,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $467,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,312 | CurrentTaxYearAmt |
| Total | $900,833 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,828,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,326,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,762,205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,849,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,223,308 | CurrentTaxYearAmt |
| Total | $221,990,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98416 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99629 | PublicSupportPY509Pct |
| Investment Income CY | 0.00232 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00034 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,114,040 | OtherCostOrOtherBasisAmt |
| Book Value | $5,114,040 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,665,504 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,051,179 | DepreciationAmt |
| Book Value | $70,614,325 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,528,266 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,597,643 | DepreciationAmt |
| Book Value | $4,930,623 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,177,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,928,434 | DepreciationAmt |
| Book Value | $5,248,930 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $85,907,918 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| REVENUE BOND PROCEEDS HELD BY | $8,739,940 |
| CAPITALIZED MARKETING COSTS | $885,227 |
| BOND ISSUANCE -2007 BONDS | $1,216,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,841,793 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $1,908,297 |
| OTHER | $116,145 |
| PAYABLE TO AFFILIATED COMPANIE | -$471,684 |
| ENTRANCE FEES-GREENRIDGE | $3,419,123 |
| ENTRANCE FEES-CALDER WOODS | $1,260,000 |
| ASSET RETIREMENT OBLIGATION | $431,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,663,130 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | fin 48 (asc 740) footnote | FormAndLineReferenceDesc |
| Explanation | 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 BRSs 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, 2013, there were no interest or penalties recorded or included in the consolidated financial statements. As of December 31, 2013, BRSs tax years 2010 and thereafter remain subject to examination. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Buckner International | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N Pearl St Ste 1200 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 750891443 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $1,443,909 | 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 | 24 | RecipientCnt |
| Cash Grant | $585,120 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING PROCEDURES | FormAndLineReferenceDesc |
| Explanation | part I, LINE 2 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 (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 | $231,158 | $0 | $74,167 | $0 | $19,602 | $0 | $47,103 | $0 | $97,466 | $0 | $469,496 | $0 | $0 |
| CHARLIE WILSON | ||||||||||||||
| SR VICE PRESIDENT | $228,447 | $0 | $35,703 | $0 | $3,892 | $0 | $28,535 | $0 | $20,888 | $0 | $317,465 | $0 | $0 | $0 |
| PATRICK CRUMP | ||||||||||||||
| VICE PRESIDENT | $177,444 | $0 | $19,134 | $0 | $3,255 | $0 | $21,690 | $0 | $17,007 | $0 | $238,530 | $0 | $0 | $0 |
| TONY LINTELMAN | ||||||||||||||
| SR VICE PRESIDENT & CFO | $0 | $234,329 | $0 | $36,086 | $0 | $4,737 | $0 | $40,311 | $0 | $20,805 | $0 | $336,268 | $0 | $0 |
| JACK H DAVIS | ||||||||||||||
| GEN COL,VP&SECRETARY(Jan-Apr) | $0 | $229,757 | $0 | $29,823 | $0 | $8,474 | $0 | $39,084 | $0 | $21,726 | $0 | $328,864 | $0 | $0 |
| STEPHEN NWAKEFIELD | ||||||||||||||
| GEN COL,VP&SECRETARY(May-Dec) | $0 | $214,356 | $0 | $4,038 | $0 | $5,116 | $0 | $0 | $0 | $16,127 | $0 | $239,637 | $0 | $0 |
| DOYLETA HORTON | ||||||||||||||
| DIRECTOR OF MARKETING | $101,086 | $0 | $40,223 | $0 | $2,598 | $0 | $7,828 | $0 | $17,354 | $0 | $169,089 | $0 | $0 | $0 |
| SUSAN UDELL | ||||||||||||||
| SENIOR DIRECTOR | $129,847 | $0 | $10,526 | $0 | $1,225 | $0 | $10,300 | $0 | $9,460 | $0 | $161,358 | $0 | $0 | $0 |
| JIMMY JOHNSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $112,844 | $0 | $8,949 | $0 | $6,011 | $0 | $8,441 | $0 | $14,821 | $0 | $151,066 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| a supplemental nonqualified retirement plan | SCH J, PART I, LINE 4B 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 $29,159 TONY E. LINTELMAN $22,004 JACK H. DAVIS $21,287 CHARLIE WILSON $10,744 PATRICK CRUMP $8,142 |
| provisions for any non-fixed payments | Schedule J, 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. CHARLIE WILSON $31,426 PATRICK CRUMP $15,877 SUSAN UDELL $8,050 BEN MAZZARA $7,343 WESLEY WELLS $6,965 JIMMY JOHNSON $6,919 DOYLETA HORTON $6,484 |
| Methods used to establish compensation of the organization's president | Schedule J, part I, line 3: The president 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: - COMPENSATION COMMITTEE - WRITTEN EMPLOYMENT CONTRACT - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - FORM 990 OF OTHER ORGANIZATIONS - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tarrant County Cultural Edu Facilities Finance co | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043833551 | BondIssuerEIN |
| CUSIP | 87638rbq9 | CUSIPNum |
| Bond Issued | 2007-07-01 | BondIssuedDt |
| Issue Price | $106,951,242 | IssuePriceAmt |
| Purpose | refund outstanding series 1998 | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $10,495,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $112,951,940 | TotalProceedsAmt |
| In Reserve Fund | $6,997,350 | InReserveFundAmt |
| Capitalized Interest | $3,508,674 | CapitalizedInterestAmt |
| Refunding Escrow | $62,851,081 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $1,569,673 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $620,801 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $42,455,403 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | Yes (true) | AdvanceRefundingInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | Yes (true) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | morgan stanley | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Regulatory Safe Harbor Stsfd | Yes (true) | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | Yes (true) | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Refund Series 1998 (7/30/98) | Schedule K, Part I, Line A(F): Refund series 1998 (7/30/98) bonds and financing the cost of certain health facilities located in Austin, Longview, Beaumont, and Houston, Texas. |
| PROCEEDS | Schedule K, Part II, Line 3: Includes sales proceeds of $106,951,242 plus investment earnings of $6,000,698. |
| Arbitrage | 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. |
| no Rebate Due | Schedule K, Part IV, line 2c: The date rebate computation was performed is 07/27/2012 |
| meet the private security or payment test | Schedule K, Part III, line 7: With respect to the bond issue, Buckner Retirement Services limits trade with third party vendors for business use to 5%. |
| Form 8038-T | Schedule K, Part IV, line 1: No Form 8038-T was filed with respect to the bond issue due to negative arbitrage calculation during the rebate period. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| REVIEW PROCESS | FORM 990, PART VI, LINE 11b: THE BOARD CHAIR APPOINTS A BOARD MEMBER FAMILIAR AND QUALIFIED IN ACCOUNTING MATTERS TO REVIEW AND DISCUSS THE TAX FORMS WITH STAFF, AND UPON APPROVAL OF THIS REVIEW, THE TAX FORM IS SENT TO THE FULL BOARD PRIOR TO THE FILING OF THE FORM. |
| monitor & enforce compliance with the written conflict of interest policy | FORM 990, PART VI, LINE 12c: TRUSTEES, 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 TIME OF ISSUANCE FOR SIGNATURE. THE COI DEFINES DISQUALIFIED PERSONS AND POTENTIAL CONFLICTS. ANY CONFLICTS THAT ARISE ARE REVIEWED AND APPROVED BY THE BOARD of BUCKNER RETIREMENT SERVICES OUTSIDE OF THE PRESENCE OF THE INDIVIDUAL(S) INVOLVED. |
| PROCESS OF DETERMINING COMPENSATION | FORM 990, PART VI, LINES 15A&B: 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 consultation 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. The evaluation involves feedback from the president, his direct reports and the trustees. That data is reviewed by the board members and a report is reviewed with the president during his annual job performance evaluation meeting. This meeting occurs during the last 6 months of each year. A similar process is used for all executive job holders. |
| PUBLIC DISCLOSURE | FORM 990, PART VI, 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 ALSO BE SENT BY MAIL. |
| other change in net assets | Form 990, part xi, line 9: - Reclass realized gains to revenue $ (131,839) - Net fund balance transfer to organizations $ (63,899) |
| AUDIT PROCESS | FORM 990, PART XII, LINE 2B: BUCKNER RETIREMENT SERVICES, INC. IS A SUBSIDIARY OF BUCKNER INTERNATIONAL. BUCKNER INTERNATIONAL IS AUDITED ON AN ANNUAL BASIS. THE OPERATIONS OF BUCKNER RETIREMENT SERVICES ARE DISCLOSED IN THE SUPPLEMENTAL INFORMATION SECTION OF THE BUCKNER INTERNATIONAL AUDIT REPORT. A separate audit report is issued that consolidates only the operations of Buckner Retirement Services and Baptist Memorials Ministries and Buckner Senior Living. |
| ADDITIONAL DISCLOSURE FOR SCH K | SCHEDULE K 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 R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Buckner Children&Family svcs Inc(bcfs) | |||||||||||
| 700 n pearl st ste 1200 | DALLAS | TX | 75201 | 752571395 | social svcs | TX | 501(C)(3) | 7 | bi | Yes (true) | |
| Rio Grande Children's Home(RGCH) | |||||||||||
| 700 n pearl st ste 1200 | dallas | TX | 75201 | 741492806 | social svcs | TX | 501(C)(3) | 7 | BCFS | Yes (true) | |
| Buckner Adoption & Maternity SVCS(BAMS) | |||||||||||
| 700 n pearl st ste 1200 | dallas | TX | 75201 | 752571396 | adoption svcs | TX | 501(C)(3) | 7 | bi | Yes (true) | |
| Buckner International(BI) | |||||||||||
| 700 n pearl st ste 1200 | dallas | TX | 75201 | 750891443 | mgmt, adm | TX | 501(C)(3) | 11C | false | N/A | |
| My Father's House Lubbock(MFHL) | |||||||||||
| 700 n pearl st ste 1200 | dallas | TX | 75201 | 752914146 | social svcs | TX | 501(C)(3) | 7 | bcfs | Yes (true) | |
| Rio Grande Children's Home Foundation | |||||||||||
| 700 n pearl st ste 1200 | dallas | TX | 75201 | 742552150 | mgmt, adm | TX | 501(C)(3) | 11B | RGCH | Yes (true) | |
| Buckner Foundation | |||||||||||
| 700 n pearl st ste 1200 | dallas | TX | 75201 | 752125945 | mgmt, adm | TX | 501(C)(3) | 11A | false | N/A | |
| Dillon International Inc | |||||||||||
| 3227 E 31st Street Ste 200 | Tulsa | OK | 74105 | 731078800 | adoption svcs | OK | 501(c)(3) | 7 | false | N/A | |
| baptist memorials ministries(BMM) | |||||||||||
| 902 n main st | san angelo | TX | 76902 | 752755400 | retirement | TX | 501(C)(3) | 9 | BRS | Yes (true) | |
| Buckner Senior Living Inc | |||||||||||
| 700 N Pearl St Ste 1200 | Dallas | TX | 75201 | 461785859 | Social Svcs | TX | 501(c)(3) | 9 | BRS | Yes (true) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Buckner International | ||
| 1b | $1,443,909 | cash |
| buckner foundation | ||
| 1c | $206,735 | cash |
| Buckner Children & Family Services Inc | ||
| 1p | $103,644 | cash |
| Buckner International | ||
| 1Q | $380,971 | cash |
| Buckner Senior Living Inc | ||
| 1q | $668,896 | cash |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Gift, grant or capital contribution to other organization | FormAndLineReferenceDesc |
| Explanation | Form 990, schedule R, part v, line 1b: Funds are sent periodically to Buckner Foundation to invest and manage on behalf of Buckner Retirement Services to support the organization's mission. Funds are also distributed to Buckner International to assist in its ongoing operations. | ExplanationTxt |