2012-10-30T15:30:38-05:00 2011-12-31 BRUCE E BERNSTIEN & ASSOC PC 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2011-01-01 752571394 BUCKNER RETIREMENT SERVICES INC % TONY LINTELMAN BUCK 2147588000 600 N Pearl St DALLAS TX 75201 TONY LINTELMAN 2012-10-29 true BRUCE E BERNSTIEN 2147060840 2011 2016-02-24 21:20:13Z albert l reyes 600 N PEARL ST STE 2000 DALLAS TX 75201 45762205 false X www.buckner.org X 1994 TX Provide housing and care for aging persons to allow senior adults to receive a high quality continuum of care. 27 27 900 2305 0 633350 493828 39867632 44668949 358115 511480 467753 87948 41326850 45762205 1632541 2296329 0 0 19846276 21938487 0 0 340366 20763958 23580951 42242775 47815767 -915925 -2053562 116103948 110994154 111239583 107694733 4864365 3299421 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 THE SENIOR ADULTS TO REACH AND MAINTAIN THEIR FULL POTENTIAL. CARE IS PROVIDED IN A MANNER ACCORDING TO CHRISTIAN CONDUCT AND PRINCIPLES. false false 44520199 402329 44668949 Over 1600 residents served in residential retirement communites; over 200 clients served through hospice; provided over $400,000 in supplemental assistance funds for residents of Buckner retirement communities. 44520199 true true false false false false false false false true false false true true true false true false false false false false false false false false true true true true false false false false false false false false false false false false false false false true false false false false true 94 0 true 900 true false false false false false false false false false false false X 27 27 false false false false false false false true true false false true true true true true true true true false X X TONY LINTELMAN 2147588000 600 N PEARL ST STE 2000 DALLAS TX 75201 X BILLY R ALLEN 1.0 X 0 0 0 MARY M BARNES 1.0 X 0 0 0 CAROL C BRIAN 1.0 X 0 0 0 REBECA L BROKENBEK 1.0 X 0 0 0 LEE E BUSH 1.0 X 0 0 0 SUE COURTS 1.0 X 0 0 0 J DANIEL ELLIS 1.0 X 0 0 0 ED FRANCIS 1.0 X 0 0 0 ANN GRAVES 1.0 X 0 0 0 CASSANDRA HARRIS 1.0 X 0 0 0 DAVID C HENNESSEE 1.0 X 0 0 0 RODNEY HENRY 1.0 X 0 0 0 STEVE M KING 1.0 X 0 0 0 SCOTT MCILVEENE 1.0 X 0 0 0 WATSON MOORE 1.0 X 0 0 0 NELL MCCALLUM MORRIS 1.0 X 0 0 0 NANCY NEAL 1.0 X 0 0 0 ELLIS OROZCO 1.0 X 0 0 0 WILLIAM M PRATT 1.0 X 0 0 0 DUKE PRESLEY 1.0 X 0 0 0 BARRY PRYOR 1.0 X 0 0 0 LYNETTE GUY RANTON 1.0 X 0 0 0 SUSAN SOSEBEE 1.0 X 0 0 0 KAY K STRUZICK 1.0 X 0 0 0 GEORGE S VORPAHL 1.0 X 0 0 0 HENRY G WILL 1.0 X 0 0 0 DAVID E WULF 1.0 X 0 0 0 ALBERT L REYES 5.0 X 0 279068 135769 JACK H DAVIS 5.0 X 0 232218 57287 TONY LINTELMAN 5.0 X 0 233900 55205 CHRIS ALLERT 5.0 X 0 74692 20897 CHARLIE WILSON 40.0 X 217726 0 43821 PATRICK CRUMP 30.0 X 183329 0 36295 DOYLETA HORTON 40.0 X 133172 0 24051 BEN MAZZARA 40.0 X 113361 0 7588 JIMMY JOHNSON 40.0 X 117426 0 22445 DOYLE ANTLE 40.0 X 110072 0 15479 SUSAN UDELL 40.0 X 106110 0 8201 981196 819878 427038 8 false true false Vickie Ragsdale 8809 Jodhpur FAIR OAKS RANCH TX 78015 nursing consulting 107124 1 235170 258658 493828 RESIDENT FEES/SERVICES 900099 44668949 44668949 44668949 460583 460583 0 0 50897 50897 50897 50897 0 0 0 MISC INCOME 900099 87948 87948 87948 45762205 44668949 599428 1894000 1894000 402329 402329 0 0 981196 981196 0 17032204 17032204 360297 300248 60049 2252923 2167247 85676 1311867 1276892 34975 1447912 1447912 11458 11458 22000 22000 0 0 0 2733040 2222775 170263 340002 425761 421811 3950 483962 459773 24189 56479 53860 2619 0 4141037 4137085 3952 281982 202729 79253 0 23695 6963 16732 5212268 5207862 4406 0 3434161 3434161 754474 750116 4358 FOOD 2685186 2685186 MEDICAL COST 1040472 1040472 SUPPLIES 283777 283777 TAXES AND LICENSES 86092 85583 509 457195 455126 1705 364 47815767 44520199 2955202 340366 4249154 4853127 4838612 1349219 8550 0 1428402 1371739 0 0 0 0 0 0 55408 46299 480513 271818 127672326 38335588 88602801 89336738 4257424 3092349 0 0 0 0 0 0 12183084 10672865 116103948 110994154 3249520 2338719 0 0 98670 240408 101836897 99979261 0 0 0 0 0 0 0 0 6054496 5136345 111239583 107694733 X 4781482 3224538 82883 74883 0 0 4864365 3299421 116103948 110994154 X -2053562 488618 X X false true true X false X 688296 222307 379835 633350 493828 2417616 32993405 35291831 37008558 39867632 44668949 189830375 33681701 35514138 37388393 40500982 45162777 192247991 192247991 939394 -74002 172999 358115 511480 1907986 939394 -74002 172999 358115 511480 1907986 17706 0 267524 467753 87948 840931 34638801 35440136 37828916 41326850 45762205 194996908 0.98590 0.98318 0.00979 0.01072 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 4773728 4773728 99527060 25123380 74403680 14749775 9585619 5164156 8621762 3626588 4995174 89336738 REVENUE BOND PROCEEDS HELD BY 8267617 CAPITALIZED MARKETING COSTS 1085575 BOND ISSUANCE COST-NET 1318966 BONS PROJECT FUND 707 10672865 0 DEPOSITS 1679063 OTHER 70238 PAYABLE TO AFFILIATED COMPANIE 61971 ENTRANCE FEES-GREENRIDGE 1130011 ENTRANCE FEES-CALDER WOODS 1661787 ASSET RETIREMENT OBLIGATION 533275 5136345 fin 48 (asc 740) footnote part x, line 2: The Codification has recently issued new guidance in accounting for uncertainties in income taxes which requires that Buckner recognize in its 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 Buckners 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, Buckner has not recorded an income tax liability for uncertain tax benefits. For the year ended December 31, 2011, there were no interest or penalties recorded or included in the financial statements. As of December 31, 2011, Buckners tax years 2008 through 2010 remain subject to examination. true Buckner International 600 N Pearl St Ste 2000 Dallas TX 75201 750891443 501(c)(3) 1894000 General support 1 RESIDENT RENTAL ASSISTANCE 21 402329 MONITORING PROCEDURES 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. X true true false true false false false false false true false ALBERT L REYES 0 186800 0 56250 0 36018 0 39637 0 96132 0 414837 0 0 JACK H DAVIS 0 202737 0 17545 0 11936 0 35713 0 21574 0 289505 0 0 TONY LINTELMAN 0 204687 0 17545 0 11668 0 35869 0 19336 0 289105 0 0 CHARLIE WILSON 192635 0 15540 0 9551 0 24372 0 19449 0 261547 0 0 0 PATRICK CRUMP 158100 0 13950 0 11279 0 19915 0 16380 0 219624 0 0 DOYLETA HORTON 88434 0 38953 0 5785 0 7075 0 16976 0 157223 0 0 0 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 $24,693 Jack H. Davis $19.494 Tony Lintelman $19,494 Pat Crump $7,267 Charlie Wilson $8,961 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 $15,540 Pat Crump $13,950 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 - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - FORM 990 OF OTHER ORGANIZATIONS - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Tarrant County Cultural Edu Facility Finance co 043833551 87638RBQ9 2007-07-01 106951242 none false false false 6650000 0 112951940 6997350 3508674 62851081 1569673 0 620801 42454696 0 707 2010 false true false true false false true true false 0.00000 0.00000 0.00000 true false false false 0 true morgan stanley true true false 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 4c: Project fund and capitalized interest fund were invested in GIC instruments dated August 7, 2007 with original maturity date of August 7, 2007. Due to the economic environment the GIC instruments were terminated on November 25, 2008. Procedures to Undertake Corrective Action Schedule K, Part V: During 2012, Buckner Retirement Services established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations. 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 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 5: - Net unrealized gain on investments $ 569,161 - Net fund balance transfer to organizations $ (80,543) 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. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BILLY R. ALLEN TITLE:BOARD TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARY M. BARNES TITLE:BOARD TRUSTEE HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CAROL C. BRIAN TITLE:BOARD TRUSTEE HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:REBECA L. BROKENBEK TITLE:BOARD TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LEE E. BUSH TITLE:BOARD TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SUE COURTS TITLE:BOARD TRUSTEE HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:J. DANIEL ELLIS TITLE:BOARD TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ED FRANCIS TITLE:BOARD TRUSTEE HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANN GRAVES TITLE:BOARD TRUSTEE HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CASSANDRA HARRIS TITLE:BOARD TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID C. HENNESSEE TITLE:BOARD TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RODNEY HENRY TITLE:BOARD TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:STEVE M. KING TITLE:BOARD TRUSTEE HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SCOTT MCILVEENE TITLE:BOARD TRUSTEE HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WATSON MOORE TITLE:BOARD TRUSTEE HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:NELL MCCALLUM MORRIS TITLE:BOARD TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:NANCY NEAL TITLE:BOARD TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ELLIS OROZCO TITLE:BOARD TRUSTEE HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM M. PRATT TITLE:BOARD TRUSTEE HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DUKE PRESLEY TITLE:BOARD TRUSTEE HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BARRY PRYOR TITLE:BOARD TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LYNETTE GUY RANTON TITLE:BOARD TRUSTEE HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SUSAN SOSEBEE TITLE:BOARD TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KAY K. STRUZICK TITLE:BOARD TRUSTEE HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GEORGE S. VORPAHL TITLE:BOARD TRUSTEE HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HENRY G. WILL TITLE:BOARD TRUSTEE HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID E. WULF TITLE:BOARD TRUSTEE HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ALBERT L. REYES TITLE:PRESIDENT HOURS:35 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JACK H. DAVIS TITLE:VICE PRESIDENT AND SECRETARY HOURS:35 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TONY LINTELMAN TITLE:VICE PRESIDENT AND CFO HOURS:35 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHRIS ALLERT TITLE:ASSISTANT SECRETARY HOURS:35 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PATRICK CRUMP TITLE:vice president HOURS:10 Buckner Children & Family Services Inc 600 n pearl st ste 2000 DALLAS TX 75201 752571395 social svcs TX 501(C)(3) 7 false Rio Grande Children's Home 600 n pearl st ste 2000 dallas TX 75201 741492806 social svcs TX 501(C)(3) 7 false Buckner Adoption and Maternity Services 600 n pearl st ste 2000 dallas TX 75201 752571396 adoption svcs TX 501(C)(3) 7 false Buckner International 600 n pearl st ste 2000 dallas TX 75201 750891443 mgmt, adm TX 501(C)(3) 11C false My Father's House Lubbock 600 n pearl st ste 2000 dallas TX 75201 752914146 social svcs TX 501(C)(3) 7 false Rio Grande Children's Home Foundation 600 n pearl st ste 2000 dallas TX 75201 742552150 mgmt, adm TX 501(C)(3) 11B false Buckner Foundation 600 n pearl st ste 2000 dallas TX 75201 752125945 mgmt, adm TX 501(C)(3) 11C false Dillon International Inc 3227 E 31st Street Ste 200 Tulsa OK 74105 731078800 adoption svcs OK 501(C)(3) 7 false baptist memorials ministries 902 n main st san angelo TX 76902 752755400 retirement TX 501(C)(3) 9 false false true true false false false false false false false false false true true true false false false Gift, grant or capital contribution to other organization 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.