BUCKNER RETIREMENT SERVICES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BUCKNER RETIREMENT SERVICES INC (EIN 75-2571394)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201133189349302438
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2011-11-14T10:55:36-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE E BERNSTIEN & ASSOC PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752571394 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNER RETIREMENT SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BUCK | NameControl |
| Phone | 2147588000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N Pearl St | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | tony lintelman | Name |
| Title | vp, cfo | Title |
| Date Signed | 2011-11-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE E BERNSTIEN | Name |
| Phone | 2147060840 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | albert l reyes | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N PEARL ST STE 2000 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 41340057 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.buckner.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Provide housing and care for aging persons to allow senior adults to receive a high quality continuum of care. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 873 | TotalNbrEmployees |
| Total Nbr Volunteers | 467 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 379835 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 633350 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 37375804 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 39867632 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 172999 | InvestmentIncomePriorYear |
| Investment Income Current Year | 358115 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 267524 | OtherRevenuePriorYear |
| Other Revenue Current Year | 467753 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 38196162 | TotalRevenuePriorYear |
| Total Revenue Current Year | 41326850 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1197246 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1632541 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18969455 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19846276 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 170004 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17641955 | OtherExpensePriorYear |
| Other Expenses Current Year | 20763958 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 37808656 | TotalExpensesPriorYear |
| Total Expenses Current Year | 42242775 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 387506 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -915925 | RevenuesLessExpensesCY |
| Total Assets BOY | 117899511 | TotalAssetsBOY |
| Total Assets EOY | 116103948 | TotalAssetsEOY |
| Total Liabilities BOY | 112378897 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 111239583 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5520614 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4864365 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 39116764 | Expense |
| Grants | 323541 | Grants |
| Revenue | 39867632 | Revenue |
| Description | Over 1,400 residents served in residential retirement communities; over 60 clients served through hospice; Provided over $320,000 in supplemental assistance funds for residents of Buckner retirement communities. | Description |
| Total Program Service Expense | 39116764 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 873 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TONY LINTELMAN | NamePerson |
| Telephone Number | 2147588000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N PEARL ST STE 2000 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Billy R Allen | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Rebeca L Brokenbek | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Lee E Bush | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Ed Francis | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Cassandra Harris | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Nell McCallum Morris | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Nancy Neal | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| William M Pratt | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Sue Courts | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| J Daniel Ellis | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Rodney Henry | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Steve M King | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Scott Mcilveene | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Barry Pryor | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Ted Simpson | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Katherine Trammell | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| David C Hennessee | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Ellis Orozco | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Duke Presley | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Lynette Guy Ranton | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Edward D Saldana | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Susan Sosebee | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Kay K Struzick | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| George S Vorpahl | |||||||||
| Board Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Jack H Davis | |||||||||
| VP & Secretary | 7.0 | 0 | 426357 | 56423 | X | X | |||
| Tony Lintelman | |||||||||
| VP & CFO | 7.0 | 0 | 226353 | 53959 | X | X | |||
| Chris Allert | |||||||||
| Assistant Secretary | 7.0 | 0 | 67792 | 21710 | X | ||||
| Charlie Wilson | |||||||||
| Sr Vice President | 40.0 | 203838 | 0 | 40960 | X | X | |||
| Albert L Reyes | |||||||||
| President | 7.0 | 0 | 244580 | 130584 | X | X | |||
| Doyleta Horton | |||||||||
| Director of Marketing | 40.0 | 130274 | 0 | 25591 | X | ||||
| Ben Mazzara | |||||||||
| Executive Director | 40.0 | 110580 | 0 | 9608 | X | ||||
| Jimmy Johnson | |||||||||
| Executive Director | 40.0 | 110537 | 0 | 25193 | X | ||||
| Patrick Crump | |||||||||
| VP | 40.0 | 155425 | 0 | 24192 | X | ||||
| Doyle Antle | |||||||||
| Executive Director | 40.0 | 107082 | 0 | 17205 | X | ||||
| Pearl Merrit | |||||||||
| President | 1.0 | 185292 | 0 | 24758 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1003028 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 965082 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 430183 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| D2 Architecture LLC | |||||
| 2001 N Lamar St 450 | DALLAS | TX | 75202 | Architectural Svcs | 142046 |
| Jose E Salas | |||||
| 15907 Tumbling Rapids Dr | HOUSTON | TX | 77084 | Maintenance Svcs | 105166 |
| Catalyst | |||||
| 603 Runners Ridge | PFLUGERVILLE | TX | 78660 | Consulting | 101678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 235474 | RelatedOrganizations |
| All Other Contributions | 397876 | AllOtherContributions |
| Noncash Contributions | 975 | NoncashContributions |
| Total Contributions | 633350 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT FEES/SERVICES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 39867632 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39867632 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 39867632 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 368682 | TotalRevenueColumn |
| Exclusion | $368,682 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2640 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13207 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -13207 | Securities |
| Other | 2640 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10567 | TotalRevenueColumn |
| Exclusion | -$10,567 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 467753 | TotalRevenueColumn |
| Exclusion | $467,753 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 467753 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41326850 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39867632 | RelatedOrExemptFunctionIncome |
| Exclusion | $825,868 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1309000 | Total |
| Program Services | 1309000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323541 | Total |
| Program Services | 323541 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1003028 | Total |
| Management And General | 1003028 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15043003 | Total |
| Program Services | 15043003 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352372 | Total |
| Program Services | 282294 | ProgramServices |
| Management And General | 70078 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2266973 | Total |
| Program Services | 2122456 | ProgramServices |
| Management And General | 144517 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1180900 | Total |
| Program Services | 1140669 | ProgramServices |
| Management And General | 40231 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1356705 | Total |
| Management And General | 1356705 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32065 | Total |
| Program Services | 32065 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25000 | Total |
| Program Services | 25000 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2464707 | Total |
| Program Services | 2156614 | ProgramServices |
| Management And General | 138089 | ManagementAndGeneral |
| Fundraising | 170004 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 382581 | Total |
| Program Services | 354123 | ProgramServices |
| Management And General | 28458 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 537549 | Total |
| Program Services | 516901 | ProgramServices |
| Management And General | 20648 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52799 | Total |
| Program Services | 51190 | ProgramServices |
| Management And General | 1609 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4238007 | Total |
| Program Services | 4233432 | ProgramServices |
| Management And General | 4575 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214999 | Total |
| Program Services | 134426 | ProgramServices |
| Management And General | 80573 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52517 | Total |
| Program Services | 7141 | ProgramServices |
| Management And General | 45376 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3605170 | Total |
| Program Services | 3605170 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2889216 | Total |
| Program Services | 2889216 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 817174 | Total |
| Program Services | 815627 | ProgramServices |
| Management And General | 1547 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLIENT CARE SUPPLIES | Description |
| Total | 4095469 | Total |
| Program Services | 4074896 | ProgramServices |
| Management And General | 20573 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42242775 | Total |
| Program Services | 39116764 | ProgramServices |
| Management And General | 2956007 | ManagementAndGeneral |
| Fundraising | 170004 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2633621 | BOY |
| EOY | 4249154 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6234994 | BOY |
| EOY | 4838612 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18374 | BOY |
| EOY | 8550 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1658314 | BOY |
| EOY | 1428402 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40003 | BOY |
| EOY | 55408 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 353002 | BOY |
| EOY | 480513 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 123504228 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 34901427 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73794669 | BOY |
| EOY | 88602801 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3988739 | BOY |
| EOY | 4257424 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29177795 | BOY |
| EOY | 12183084 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117899511 | BOY |
| EOY | 116103948 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3921415 | BOY |
| EOY | 3249520 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113774 | BOY |
| EOY | 98670 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103609532 | BOY |
| EOY | 101836897 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4734176 | BOY |
| EOY | 6054496 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112378897 | BOY |
| EOY | 111239583 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5412858 | BOY |
| EOY | 4781482 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107756 | BOY |
| EOY | 82883 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5520614 | BOY |
| EOY | 4864365 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117899511 | BOY |
| EOY | 116103948 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -915925 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 259676 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 554939 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 688296 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 222307 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 379835 | CurrentTaxYearMinus1Year |
| Current Tax Year | 633350 | CurrentTaxYear |
| Total | 2478727 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31426732 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32993405 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35291831 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37008558 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39867632 | CurrentTaxYear |
| Total | 176588158 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31981671 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33681701 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35514138 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37388393 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40500982 | CurrentTaxYear |
| Total | 179066885 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 179066885 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 555927 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 939394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -74002 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 172999 | CurrentTaxYearMinus1Year |
| Current Tax Year | 358115 | CurrentTaxYear |
| Total | 1952433 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 555927 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 939394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -74002 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 172999 | CurrentTaxYearMinus1Year |
| Current Tax Year | 358115 | CurrentTaxYear |
| Total | 1952433 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 357006 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17706 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 267524 | CurrentTaxYearMinus1Year |
| Current Tax Year | 467753 | CurrentTaxYear |
| Total | 1109989 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32894604 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34638801 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35440136 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37828916 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41326850 | CurrentTaxYear |
| Total | 182129307 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98318 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98358 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01072 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01192 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4312172 | OtherCostOrOtherBasis |
| Book Value | 4312172 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 96606218 | OtherCostOrOtherBasis |
| Depreciation | 22891954 | Depreciation |
| Book Value | 73714264 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14179483 | OtherCostOrOtherBasis |
| Depreciation | 8789897 | Depreciation |
| Book Value | 5389586 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8406355 | OtherCostOrOtherBasis |
| Depreciation | 3219576 | Depreciation |
| Book Value | 5186779 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 88602801 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| REVENUE BOND PROCEEDS HELD BY | 9627269 |
| CAPITALIZED MARKETING COSTS | 1185749 |
| BOND ISSUANCE COST-NET | 1370066 |
| INTERFUND RECEIVABLE | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 12183084 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $1,318,871 |
| OTHER | $1,946,417 |
| PAYABLE TO AFFILIATED COMPANIES | $1,765,528 |
| ENTRANCE FEES-CALDER WOODS | $513,515 |
| ASSET RETIREMENT OBLIGATION | $510,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6054496 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | fin 48 (asc 740) footnote | Identifier |
| Return Reference | part x, line 2: | ReturnReference |
| Explanation | 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 Buckner'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, Buckner has not recorded an income tax liability for uncertain tax benefits. For the year ended December 31, 2010, there were no interest or penalties recorded or included in the financial statements. As of December 31, 2010, Buckner's tax years 2007 through 2010 remain subject to examination. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Buckner International | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N Pearl St Ste 2000 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 750891443 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 1309000 | AmountOfCashGrant |
| Purpose Of Grant | General support | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | RESIDENT RENTAL ASSISTANCE | TypeOfGrant |
| Number Of Recipients | 22 | NumberOfRecipients |
| Amount Of Cash Grant | 322023 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING PROCEDURES | Identifier |
| Return Reference | part I, LINE 2 | ReturnReference |
| Explanation | A committee reviews all applications for resident assistance. Committee memberY 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jack H Davis | |||||||||||||
| 0 | 194940 | 0 | 19110 | 0 | 212307 | 0 | 34706 | 0 | 21717 | 0 | 482780 | 0 | 201843 |
| Tony Lintelman | |||||||||||||
| 0 | 194940 | 0 | 19110 | 0 | 12303 | 0 | 34706 | 0 | 19253 | 0 | 280312 | 0 | 0 |
| Charlie Wilson | |||||||||||||
| 179226 | 0 | 14411 | 0 | 10201 | 0 | 21653 | 0 | 19307 | 0 | 244798 | 0 | 0 | 0 |
| Doyleta Horton | |||||||||||||
| 130274 | 0 | 0 | 0 | 0 | 0 | 25591 | 0 | 0 | 0 | 155865 | 0 | 0 | 0 |
| Pearl Merrit | |||||||||||||
| 185292 | 0 | 0 | 0 | 0 | 0 | 24758 | 0 | 0 | 0 | 210050 | 0 | 0 | 0 |
| Patrick Crump | |||||||||||||
| 145333 | 0 | 0 | 0 | 10092 | 0 | 11627 | 0 | 12565 | 0 | 179617 | 0 | 0 | 0 |
| Albert L Reyes | |||||||||||||
| 0 | 171232 | 0 | 52250 | 0 | 21098 | 0 | 34599 | 0 | 95985 | 0 | 375164 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 $20,090 Jack H. Davis $19,110 Tony Lintelman $19,110 Pearl Merritt $18,110 Charlie Wilson $7,315 |
| 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. Albert L. Reyes $52,250 Jack H. Davis $19,110 Tony Lintelman $19,110 Pearl Merritt $47,025 Charlie Wilson $14,411 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | tarrant county cultural edu facilities finance | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 043833551 | IssuerEIN |
| CUSIP Number | 87638rbq9 | CUSIPNumber |
| Date Issued | 2007-07-27 | DateIssued |
| Issue Price | 106951242 | IssuePrice |
| Description Of Purpose | "see note in schedule k, part iv" | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 4865000 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 112947785 | TotalProceeds |
| Amount In Reserve Fund | 6997350 | AmountInReserveFund |
| Capitalized Interest | 3508357 | CapitalizedInterest |
| Refunding Escrow | 62851081 | RefundingEscrow |
| Issuance Costs From Proceeds | 1569673 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 620801 | WorkingCapitalExpenditures |
| Capital Expenditures | 40368774 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 2082491 | AmountUnspent |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | true | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | true | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | morgan stanley | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Regulatory Safe Harbor Satisfied | true | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | true | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 $5,996,543 |
| 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. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| officers, directors, trustees, key employees compensation | form 990, part vii, section a, column (e) and sch j, part ii, column (f): | During 2010, the following individual received a distribution from a 457(f) plan with Buckner International, a related 501(c)3 organization, representing accumulated prior years' contributions and earnings. The distribution was properly reported to the individual as compensation and taxable income on a 2010 Form W-2. The distribution was also disclosed on the Buckner International 2010 Form 990. - Jack Davis $201,843 |
| reconciliation of net assets | Form 990, part xi, line 5: | - Net unrealized gain on investments $ 590,961 - Net fund balance transfer to organizations $(331,285) |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Jack H. Davis TITLE:VP & Secretary HOURS:33 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Tony Lintelman TITLE:VP & CFO HOURS:33 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Chris Allert TITLE:Assistant Secretary HOURS:33 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Albert L. Reyes TITLE:President HOURS:33 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Gift, grant or capital contribution to other organization | Identifier |
| Return Reference | Form 990, schedule R, part v, line 1b: | ReturnReference |
| Explanation | 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. | Explanation |