2023-10-02T11:14:38-05:00 2022-12-31 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990 2022-01-01 742552150 RIO GRANDE CHILDREN'S HOME FOUNDATION INC RIOG 2147588000 700 N PEARL STREET 1200 DALLAS TX 75201 JEFFREY K GENTRY SR. VICE PRESIDENT, CFO 2147588000 2023-09-27 1 JEFFREY GENTRY XXX-XX-XXXX 0 KIRBY ROSS P00298143 4055949200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALBERT L REYES 700 N PEARL ST STE 1200 DALLAS TX 75201 9023 0 X WWW.BUCKNER.ORG X 1987 TX TO PROVIDE MANAGEMENT OF INVESTMENT ASSETS ACQUIRED FROM DONOR GIFTS THAT ALLOWS SUFFICIENT FUNDS TO SUPPLEMENT RGCH OPERATIONS AND PROVIDE FUNDING OF ANNUITY PAYMENTS TO DONORS. 3 0 0 0 0 0 0 0 0 0 22677 9023 0 0 22677 9023 16500 13000 0 0 0 0 0 0 0 11947 10150 28447 23150 -5770 -14127 311129 245394 16436 6956 294693 238438 TO PROVIDE MANAGEMENT OF INVESTMENT ASSETS ACQUIRED FROM DONOR GIFTS THAT ALLOW SUFFICIENT FUNDS TO SUPPLEMENT THE RIO GRANDE CHILDREN'S HOME OPERATIONS AND PROVIDE FUNDING OF ANNUITY PAYMENTS TO DONORS. 0 0 23150 13000 DISTRIBUTED $13,000 TO SUPPORT THE MINISTRIES OF TAX EXEMPT AFFILIATE. 23150 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JEFFREY K GENTRY 2147588000 700 N PEARL ST STE 1200 DALLAS TX 75201 X ALBERT L REYES PRESIDENT & CEO 1.00 39.00 X X 0 456563 186461 PRISCILLA R REIMER SR. VP, GENERAL COUNSEL, SECRETARY 1.00 39.00 X X 0 294963 40514 JEFFREY K GENTRY SR. VICE PRESIDENT & CFO 1.00 39.00 X X 0 297728 48689 RICHARD M MUNOZ ASSISTANT SECRETARY 1.00 39.00 X 0 195145 24788 CHRISTINA S ALLERT ASSISTANT SECRETARY 1.00 39.00 X 0 129634 11141 HENRY JACKSON SENIOR VICE PRESIDENT 1.00 39.00 X 0 260297 40426 TONY LINTELMAN FORMER VP FOR CORPORATE ADMIN 0.00 30.00 X 0 130000 0 0 1764330 352019 0 1 1 0 0 7853 7853 1170 0 1170 1170 1170 9023 0 0 9023 13000 13000 1228 1228 OTHER ADMINISTRATIVE EX 8922 8922 23150 23150 0 0 311129 245394 311129 245394 16436 6956 16436 6956 X 294693 238438 294693 238438 311129 245394 X -14127 -51608 9480 X 0 1 X 1 0 X X 2 BUCKNER CHILDREN AND FAMILY SERVICES INC 752571395 7 0 0 0 RIO GRANDE CHILDREN'S HOME 741492806 7 0 13000 0 2 13000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE A, PART IV,SECTION C, LINE 1: TYPE II SUPPORTING ORGANIZATION ALL OF THE DIRECTORS/OFFICERS OF RGCH FOUNDATION ARE ALSO OFFICERS AND/OR DIRECTORS OF THE SUPPORTED ORGANIZATIONS (BUCKNER CHILDREN AND FAMILY SERVICES, INC. AND RIO GRANDE CHILDREN'S HOME). IN THAT MANNER, THE CONTROL OF RGCH FOUNDATION WAS VESTED IN THE SAME PERSONS THAT MANAGED THE SUPPORTED ORGANIZATIONS. 0 0 PUBLICLY TRADED SECURITIES 245394 F 245394 PV OF ANNUITIES PAYABLE 6956 6956 X PART X, LINE 2: RIO GRANDE CHILDREN'S HOME FOUNDATION (RGCHF) IS A SUBSIDIARY OF BUCKNER CHILDREN AND FAMILY SERVICES, INC., WHICH IS A SUBSIDIARY OF BUCKNER INTERNATIONAL. BUCKNER INTERNATIONAL IS AUDITED ON AN ANNUAL BASIS. THE OPERATIONS OF BUCKNER CHILDREN AND FAMILY SERVICES ARE DISCLOSED IN THE SUPPLEMENTAL INFORMATION SECTION OF THE BUCKNER INTERNATIONAL AUDIT REPORT. THE CODIFICATION GUIDANCE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES 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, BRS HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. FOR THE YEAR ENDED DECEMBER 31, 2022, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2022, BRS'S TAX YEARS 2019 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. 1 RIO GRANDE CHILDREN'S HOME 700 N PEARL ST STE 1200 DALLAS TX 75201 741492806 501(C)(3) 13000 0 GENERAL SUPPORT 1 PART I, LINE 2: GRANTS ARE MADE ONLY TO RIO GRANDE CHILDREN'S HOME (RGCH), A RELATED SUPPORTED ORGANIZATION. GRANTS ARE MADE BASED ON THE OPERATING OR CAPITAL NEEDS OF RGCH. MANAGEMENT STAFF REVIEW THE FINANCIAL OPERATIONS OF RGCH ON A MONTHLY BASIS. 0 1 0 0 0 0 0 0 0 ALBERT L REYES PRESIDENT & CEO 0 340411 0 106913 0 9239 0 107878 0 78583 0 643024 0 0 JEFFREY K GENTRY SR. VICE PRESIDENT & CFO 0 258581 0 36876 0 2271 0 46217 0 2472 0 346417 0 0 PRISCILLA R REIMER SR. VP, GENERAL COUNSEL, SECRETARY 0 252643 0 36777 0 5543 0 38117 0 2397 0 335477 0 0 HENRY JACKSON SENIOR VICE PRESIDENT 0 216346 0 40856 0 3095 0 38188 0 2238 0 300723 0 0 RICHARD M MUNOZ ASSISTANT SECRETARY 0 173180 0 19968 0 1997 0 22698 0 2090 0 219933 0 0 TONY LINTELMAN FORMER VP FOR CORPORATE ADMIN 0 130000 0 0 0 0 0 0 0 0 0 130000 0 0 SCHEDULE J, PART I LINE 3: METHODS USED TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO RIO GRANDE CHILDREN'S HOME FOUNDATION (RGCHF) HAS NO PAID EMPLOYEES. THE PRESIDENT/CEO OF RGCHF IS EMPLOYED BY BUCKNER INTERNATIONAL (BI), A RELATED 501(C)(3) ORGANIZATION. BI USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE PRESIDENT/CEO: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -FORM 990 OF OTHER ORGANIZATIONS -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 4B: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION THE 457(F) PLAN 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 $79,841 JEFFREY K GENTRY $24,584 PRISCILLA R REIMER $24,518 HENRY JACKSON $20,428 RICHARD M MUNOZ $8,320 FORM 990, PART VI, SECTION B, LINE 11B PROCESS USED TO REVIEW FORM 990 THE TAX FORM IS SENT TO THE BUCKNER INTERNATIONAL (BI) FINANCE COMMITTEE AND FULL BOARD FOR REVIEW PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ENFORCEMENT AND MONITORING 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 THE TIME OF ISSUANCE FOR SIGNATURE. THE COI DEFINES DISQUALIFIED PERSONS AND POTENTIAL CONFLICTS. ANY CONFLICTS THAT ARISE ARE REVIEWED BY THE RIO GRANDE CHILDREN'S HOME FOUNDATION BOARD OUTSIDE OF THE PRESENCE OF THE INDIVIDUAL(S) INVOLVED. FORM 990, PART VI, SECTION B, LINE 15 PROCESS OF DETERMINING COMPENSATION THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OF BUCKNER INTERNATIONAL IS RESPONSIBLE FOR EVALULATING THE PERFORMANCE OF AND SETTING THE COMPENSATION FOR THE PRESIDENT/CEO ON AN ANNUAL BASIS. THE EVALUATION IS BASED ON PERFORMANCE CRITERIA AND AGREED UPON GOALS AND INCLUDES A WRITTEN SELF-EVALUATION BY THE PRESIDENT/CEO, AS WELL AS INVITED COMMENTS FROM BOARD MEMBERS WHO REVIEW THE SELF-EVALUATION. THE EXECUTIVE COMMITTEE REPORTS ON ITS REVIEW TO THE BOARD, INCLUDING RECOMMENDATIONS REGARDING THE PRESIDENT/CEO'S COMPENSATION, WHICH THE BOARD THEN ACTS UPON. DURING THIS PROCESS, AGREED UPON PERFORMANCE GOALS ARE SET FOR THE NEXT YEAR AND ARE FORMALLY DOCUMENTED. AT LEAST EVERY THREE YEARS, A TASK FORCE MAY BE FORMED TO CONDUCT A CAREFULLY PLANNED COMPREHENSIVE REVIEW, WHICH MAY INCLUDE INVITING FEEDBACK FROM STAFF, PEERS IN BUCKNER INTERNATIONAL'S SECTOR, AND INDIVIDUALS OUTSIDE THE ORGANIZATION WHO HAVE INTERACTED WITH THE PRESIDENT/CEO. COMPENSATION DECISIONS FOR ALL OTHER EXECUTIVE POSITIONS ARE DETERMINED BY THE PRESIDENT/CEO BASED ON PERFORMANCE AS DESCRIBED IN BOARD POLICIES AND AGREED UPON PERSONAL OBJECTIVES AND MAY INCLUDE OTHER COMMONLY ACCEPTED EVALUATION MEASURES. SALARIES ARE GENERALLY SET AT LEVELS THAT ARE COMPETITIVE WITH SIMILAR ORGANIZATIONS ACCORDING TO REPUTABLE AND RELEVANT SURVEY DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW BY REQUEST. THEY MAY BE REVIEWED AT THE CORPORATE OFFICE IN DALLAS OR MAY BE SENT BY MAIL. FORM 990, PART VII: AVERAGE HOURS AND REPORTABLE COMPENSATION: OFFICER COMPENSATION REFLECTS TOTAL COMPENSATION PAID BY THE ORGANIZATION AND DOES NOT REFLECT PAYMENT FOR SERVICES AS OFFICERS. AVERAGE HOURS PER WEEK ARE AN ESTIMATE OF THE HOURS SPENT IN THE CAPACITY OF OFFICER. FORM 990, PART XI, LINE 9: ADJUSTMENT OF LIABILITY FOR ANNUITIES PAYABLE 9,480. BUCKNER CHILDREN & FAMILY SERVICES INC 700 N PEARL ST STE 1200 DALLAS TX 75201 752571395 SOCIAL SERVICES TX 501(C)(3) LINE 7 BI 1 RIO GRANDE CHILDRENS HOME INC 700 N PEARL ST STE 1200 DALLAS TX 75201 741492806 SOCIAL SERVICES TX 501(C)(3) LINE 7 BCFS 1 BUCKNER INTERNATIONAL (BI) 700 N PEARL ST STE 1200 DALLAS TX 75201 750891443 MANAGEMENT, ADMINISTRATION TX 501(C)(3) LINE 12C, III-FI N/A 0 BUCKNER FOUNDATION 700 N PEARL ST STE 1200 DALLAS TX 75201 752125945 MANAGEMENT, ADMINISTRATION TX 501(C)(3) LINE 12A, I BI 1 BAPTIST MEMORIALS MINISTRIES 902 N MAIN ST SAN ANGELO TX 76902 752755400 SOCIAL SERVICES TX 501(C)(3) LINE 10 BRS 1 BUCKNER SENIOR LIVING INC 700 N PEARL ST STE 1200 DALLAS TX 75201 461785859 SOCIAL SERVICES TX 501(C)(3) LINE 10 BRS 1 BUCKNER RETIREMENT SERVICES INC 600 N PEARL ST STE 2000 DALLAS TX 75201 752571394 SOCIAL SERVICES TX 501(C)(3) LINE 10 BI 1 BUCKNER FHC - BACHMAN LAKE 700 N PEARL ST STE 1200 DALLAS TX 75201 832166056 SOCIAL SERVICES TX 501(C)(3) LINE 12A, I BI 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0