2011-11-14T10:55:36-06:00 2010-12-31 BRUCE E BERNSTIEN & ASSOC PC 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2010-01-01 752571394 BUCKNER RETIREMENT SERVICES INC BUCK 2147588000 600 N Pearl St DALLAS TX 75201 tony lintelman 2011-11-10 BRUCE E BERNSTIEN 2147060840 2010 2016-02-24 21:20:13Z albert l reyes 600 N PEARL ST STE 2000 DALLAS TX 75201 41340057 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. 25 25 873 467 0 0 379835 633350 37375804 39867632 172999 358115 267524 467753 38196162 41326850 1197246 1632541 0 0 18969455 19846276 0 0 170004 17641955 20763958 37808656 42242775 387506 -915925 117899511 116103948 112378897 111239583 5520614 4864365 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 39116764 323541 39867632 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. 39116764 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 47 0 true 873 true false false false false false false false false false false false X 25 25 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 Rebeca L Brokenbek 1.0 X 0 0 0 Lee E Bush 1.0 X 0 0 0 Ed Francis 1.0 X 0 0 0 Cassandra Harris 1.0 X 0 0 0 Nell McCallum Morris 1.0 X 0 0 0 Nancy Neal 1.0 X 0 0 0 William M Pratt 1.0 X 0 0 0 Sue Courts 1.0 X 0 0 0 J Daniel Ellis 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 Barry Pryor 1.0 X 0 0 0 Ted Simpson 1.0 X 0 0 0 Katherine Trammell 1.0 X 0 0 0 David C Hennessee 1.0 X 0 0 0 Ellis Orozco 1.0 X 0 0 0 Duke Presley 1.0 X 0 0 0 Lynette Guy Ranton 1.0 X 0 0 0 Edward D Saldana 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 Jack H Davis 7.0 X X 0 426357 56423 Tony Lintelman 7.0 X X 0 226353 53959 Chris Allert 7.0 X 0 67792 21710 Charlie Wilson 40.0 X X 203838 0 40960 Albert L Reyes 7.0 X X 0 244580 130584 Doyleta Horton 40.0 X 130274 0 25591 Ben Mazzara 40.0 X 110580 0 9608 Jimmy Johnson 40.0 X 110537 0 25193 Patrick Crump 40.0 X 155425 0 24192 Doyle Antle 40.0 X 107082 0 17205 Pearl Merrit 1.0 X 185292 0 24758 1003028 965082 430183 7 true true false 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 3 235474 397876 975 633350 RESIDENT FEES/SERVICES 900099 39867632 39867632 39867632 368682 368682 0 0 2640 13207 -13207 2640 -10567 -10567 0 0 0 MISC INCOME 900099 467753 467753 467753 41326850 39867632 825868 1309000 1309000 323541 323541 0 0 1003028 1003028 0 15043003 15043003 352372 282294 70078 2266973 2122456 144517 1180900 1140669 40231 1356705 1356705 32065 32065 25000 25000 0 0 0 2464707 2156614 138089 170004 382581 354123 28458 537549 516901 20648 52799 51190 1609 0 4238007 4233432 4575 214999 134426 80573 0 52517 7141 45376 3605170 3605170 0 2889216 2889216 817174 815627 1547 CLIENT CARE SUPPLIES 4095469 4074896 20573 42242775 39116764 2956007 170004 2633621 4249154 6234994 4838612 18374 8550 1658314 1428402 40003 55408 353002 480513 123504228 34901427 73794669 88602801 3988739 4257424 29177795 12183084 117899511 116103948 3921415 3249520 113774 98670 103609532 101836897 4734176 6054496 112378897 111239583 X 5412858 4781482 107756 82883 5520614 4864365 117899511 116103948 X -915925 259676 X false true true X false X 554939 688296 222307 379835 633350 2478727 31426732 32993405 35291831 37008558 39867632 176588158 31981671 33681701 35514138 37388393 40500982 179066885 179066885 555927 939394 -74002 172999 358115 1952433 555927 939394 -74002 172999 358115 1952433 357006 17706 0 267524 467753 1109989 32894604 34638801 35440136 37828916 41326850 182129307 0.98318 0.98358 0.01072 0.01192 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4312172 4312172 96606218 22891954 73714264 14179483 8789897 5389586 8406355 3219576 5186779 88602801 REVENUE BOND PROCEEDS HELD BY 9627269 CAPITALIZED MARKETING COSTS 1185749 BOND ISSUANCE COST-NET 1370066 INTERFUND RECEIVABLE 0 12183084 0 DEPOSITS 1318871 OTHER 1946417 PAYABLE TO AFFILIATED COMPANIES 1765528 ENTRANCE FEES-CALDER WOODS 513515 ASSET RETIREMENT OBLIGATION 510165 6054496 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 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. true Buckner International 600 N Pearl St Ste 2000 Dallas TX 75201 750891443 501(c)(3) 1309000 General support 1 0 RESIDENT RENTAL ASSISTANCE 22 322023 MONITORING PROCEDURES part I, LINE 2 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. X X true true X X X X X false true false false false false false true false 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 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 tarrant county cultural edu facilities finance 043833551 87638rbq9 2007-07-27 106951242 "see note in schedule k, part iv" false false false 4865000 0 112947785 6997350 3508357 62851081 1569673 0 620801 40368774 0 2082491 2010 false true false true false false true false true 0.00000 0.00000 0.00000 true false false false 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 $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. 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 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 true 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.