2023-09-20T08:48:10-05:00 2022-12-31 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990 2022-01-01 752125945 BUCKNER FOUNDATION INC BUCK 2147588000 700 N PEARL STREET 1200 DALLAS TX 75201 JEFFREY K GENTRY SR VP/CFO 2147588000 2023-09-18 1 JEFFREY GENTRY XXX-XX-XXXX 1 KIRBY ROSS P00298143 4055949200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALBERT L REYES 700 N PEARL STREET 1200 DALLAS TX 75201 57907085 0 X WWW.BUCKNER.ORG X 1986 TX TO STEWARD, DISTRIBUTE, GROW AND PRESERVE FINANCIAL RESOURCES FOR BUCKNER MINISTRIES AMONG VULNERABLE CHILDREN, FAMILIES AND SENIORS. 7 7 0 16 0 0 1203694 1106060 0 0 20468808 22377213 24958863 24914640 46631365 48397913 25829971 36660155 0 0 0 0 0 0 0 209394 126507 26039365 36786662 20592000 11611251 503977405 486083377 5058387 4347818 498919018 481735559 GRANTMAKING AND ASSET MANAGEMENT FOR THE SUPPORT & BENEFIT OF THE 501(C)(3) MINISTRIES OF BUCKNER INTERNATIONAL. 0 0 36674880 36660155 RAISED AND DISTRIBUTED OVER $36 MILLION TO SUPPORT THE MINISTRIES OF TAX EXEMPT RELATED ORGANIZATIONS. 36674880 1 1 0 0 0 0 0 0 0 1 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 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 1 1 1 X JEFFREY K GENTRY 2147588000 700 N PEARL ST STE 1200 DALLAS TX 75201 X MARGARETH FANINI AVILES BOARD TRUSTEE (THRU APRIL) 1.00 4.00 X 0 0 0 DR FROSWA BOOKER-DREW BOARD TRUSTEE (THRU APRIL) 1.00 4.00 X 0 0 0 LISA K EADY BOARD TTEE/VICE CHAIR (APRIL THRU DEC) 1.00 6.00 X 0 0 0 DR RIEFFERD GAIL FLOOD BOARD TRUSTEE (THRU APRIL) 1.00 5.00 X 0 0 0 DR JULIO GUARNERI BOARD TTEE/VICE CHAIR (JAN THRU APR) 1.00 5.00 X 0 0 0 DAVID HENNESSEE BOARD TRUSTEE (THRU APRIL) 1.00 5.00 X 0 0 0 ALLEXANDRIA ALLIE JACOBS BOARD TRUSTEE 1.00 4.00 X 0 0 0 TIM LANCASTER BOARD TRUSTEE/CHAIR (APRIL THRU DEC) 1.00 4.00 X 0 0 0 DR DEBBIE POTTER BOARD TRUSTEE 1.00 4.00 X 0 0 0 NORMAN K DUKE PRESLEY BOARD TRUSTEE (THRU APRIL) 1.00 5.00 X 0 0 0 LYNETTE GUY RANTON BOARD TRUSTEE 1.00 4.00 X 0 0 0 DR WALID SAADE BOARD TRUSTEE (THRU APRIL) 1.00 4.00 X 0 0 0 GARY STAATS BOARD TRUSTEE (THRU APRIL) 1.00 4.00 X 0 0 0 PAULA SULLIVAN BOARD TRUSTEE (THRU APRIL) 1.00 4.00 X 0 0 0 JAMES H WESTBROOKS BOARD TRUSTEE (THRU APRIL) 1.00 4.00 X 0 0 0 SUSAN WILHOIT BOARD TRUSTEE/CHAIR (JAN THRU APRIL) 1.00 5.00 X 0 0 0 ALBERT L REYES PRESIDENT & CEO 4.00 36.00 X 0 456563 186461 JEFFREY K GENTRY SENIOR VP & CFO 7.00 33.00 X 0 297728 48689 PRISCILLA R REIMER SR VP, GENERAL COUNSEL & SECRETARY 4.00 36.00 X 0 294963 40514 ARNOLD ADKISON SR VP & CHIEF DEVELOPMENT OFFICER 4.00 36.00 X 0 239792 39376 SCOTT COLLINS SR VP COMMUNICATIONS 4.00 36.00 X 0 212261 36972 RICHARD M MUNOZ ASSISTANT SECRETARY 4.00 36.00 X 0 195145 24788 CHRISTINA S ALLERT ASSISTANT SECRETARY 4.00 36.00 X 0 129634 11141 TONY LINTELMAN FORMER VP FOR CORPORATE ADMIN 20.00 10.00 X 0 130000 0 0 1956086 387941 0 1 1 0 0 1106060 1106060 21886921 21886921 24914640 24914640 9999464 9509172 490292 490292 490292 48397913 0 0 47291853 36660155 36660155 75000 75000 36782 36782 4240 4240 MISCELLANEOUS OTHER EXP 10485 10485 36786662 36674880 111782 0 1523015 1311024 517869 523614 1979261 2786757 499872430 480343673 84830 1118309 503977405 486083377 700 5057687 4347818 5058387 4347818 X 382689751 361627380 116229267 120108179 498919018 481735559 503977405 486083377 X 11611251 -28946875 152165 X 0 1 X 1 0 X X X 2 BUCKNER CHILDREN AND FAMILY SERVICES INC 752571395 7 1 13644293 0 BUCKNER RETIREMENT SERVICES INC 752571394 10 1 1604654 0 2 15248947 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 FORM 990, SCHEDULE A, PART IV, SECTION B, LINE 2 BUCKNER FOUNDATION AND ITS SUPPORTED ORGANIZATIONS ARE CONSOLIDATED UNDER BUCKNER INTERNATIONAL, INC. THE BOARD OF TRUSTEES OF BUCKNER INTERNATIONAL, INC. SERVES AS DIRECTORS OF THE SUPPORTED ORGANIZATIONS OF BUCKNER FOUNDATION. THEREFORE, BUCKNER FOUNDATION ALSO OPERATES FOR THE BENEFIT OF BUCKNER INTERNATIONAL, INC. AND ITS SUBSIDIARIES. FORM 990, SCHEDULE A, PART IV, SECTION B, LINE 2 THE ORGANIZATION PROVIDED SUPPORT IN THE FORM OF GRANTS TO THE FOLLOWING RELATED ORGANIZATIONS: BUCKNER INTERNATIONAL, INC. $ 20,905,905 RIO GRANDE CHILDREN'S HOME, INC. $ 158,303 BUCKNER SENIOR LIVING $347,000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 116229267 219758 3659154 120108179 110116035 1145504 4967728 116229267 111417804 301639 -1603408 110116035 95431981 274036 15711787 111417804 72010676 11845886 11575419 95431981 0.86997 0.13003 0 0 0 OTHER INVESTMENT 1 F ENDOWMENT INV.-CORP BONDS 25262388 F ENDOWMENT INV.-OTHER 223667523 F ENDOWMENT INV.-PUBLICLY TRADED SECURITIES 231413761 F 480343673 ANNUITY & LIFE INCOME PAYABLE 4347818 4347818 X PART V, LINE 4: ENDOWMENT FUNDS ARE HELD TO PROVIDE SUPPORT OF THE GENERAL PROGRAM OPERATIONS AND CAPITAL NEEDS OF THE RELATED ORGANIZATIONS. PART X, LINE 2: BUCKNER FOUNDATION IS A SUBSIDIARY OF BUCKNER INTERNATIONAL. BUCKNER INTERNATIONAL IS AUDITED ON AN ANNUAL BASIS. THE OPERATIONS OF BUCKNER FOUNDATION 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 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. FOR THE YEAR ENDED DECEMBER 31, 2022, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2022, BUCKNER'S TAX YEARS 2019 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. 1 RIO GRANDE CHILDREN'S HOME INC 700 N PEARL ST STE 1200 DALLAS TX 75201 741492806 501(C)(3) 158303 0 GENERAL SUPPORT BUCKNER RETIREMENT SERVIES INC 700 N PEARL ST STE 1200 DALLAS TX 75201 752571394 501(C)(3) 1604654 0 GENERAL SUPPORT BUCKNER INTERNATIONAL 700 N PEARL ST STE 1200 DALLAS TX 75201 750891443 501(C)(3) 20905905 0 GENERAL SUPPORT BUCKNER CHILDREN AND FAMILY SERVICES INC 700 N PEARL ST STE 1200 DALLAS TX 75201 752571395 501(C)(3) 13644293 0 GENERAL SUPPORT BUCKNER SENIOR LIVING 700 N PEARL ST STE 1200 DALLAS TX 75201 752571394 501(C)(3) 347000 0 GENERAL SUPPORT 5 PART I, LINE 2: GRANTS ARE MADE ONLY TO RELATED ORGANIZATIONS. BUCKNER INTERNATIONAL STAFF REVIEW MONTHLY FINANCIAL OPERATIONS OF THE RELATED ORGANIZATIONS AND HAVE ONGOING CONTACT WITH MANAGEMENT OF THE RELATED ORGANIZATIONS. 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 SENIOR VP & 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 ARNOLD ADKISON SR VP & CHIEF DEVELOPMENT OFFICER 0 206252 0 30520 0 3020 0 37193 0 2183 0 279168 0 0 SCOTT COLLINS SR VP COMMUNICATIONS 0 190532 0 17645 0 4084 0 34871 0 2101 0 249233 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 PART I, LINE 3 THE PRESIDENT/CEO OF BUCKNER FOUNDATION IS EMPLOYED BY BUCKNER INTERNATIONAL (BI), A RELATED 501(C)(3) ORGANIZATION. BI USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE PRESIDENT/CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - FORM 990 OF OTHER ORGANIZATIONS - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B THE 457(F) PLAN IS A DEFERRED COMPENSATION PLAN THAT ALLOWS BUCKNER TO CONTRIBUTE MONEY ON A PRETAX BASIS INTO INVESTMENTS THAT PROVIDE KEY EXECUTIVES WITH A RETIREMENT BENEFIT. ALL CONTRIBUTIONS REMAIN AN ASSET OF THE ORGANIZATION UNTIL DISTRIBUTED. ALBERT L REYES $79,841 JEFFREY K GENTRY $24,584 PRISCILLA R REIMER $24,518 ARNOLD D ADKISON $20,347 SCOTT COLLINS $19,076 RICHARD M MUNOZ $8,320 FORM 990, PART VI, SECTION A, LINE 4 BUCKNER FOUNDATION AMENDED AND RESTATED ITS BYLAWS ON APRIL 22, 2022, TO REVISE THE NUMBER, COMPOSITION, AND TERM OF OFFICE OF THE BOARD OF TRUSTEES TO PROMOTE EFFICIENCIES IN THE MEETINGS OF VARIOUS BUCKNER ORGANIZATIONS. BYLAWS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS FOR BUCKNER CHILDREN & FAMILY SERVICES AND BUCKNER RETIREMENT SERVICES (SUPPORTED ORGANIZATIONS OF BUCKNER FOUNDATION) EACH ELECT 1/2 OF THE BOARD OF TRUSTEES OF BUCKNER FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B 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 TRUSTEES 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 BOARD OUTSIDE OF THE PRESENCE OF THE INDIVIDUAL(S) INVOLVED. FORM 990, PART VI, SECTION B, LINE 15B 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 TRUSTEES 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 OR MAY BE SENT BY MAIL. FORM 990, PART VII: AVERAGE HOURS AND REPORTABLE COMPENSATION: COMPENSATION REFLECTS TOTAL COMPENSATION PAID BY THE ORGANIZATION AND DOES NOT REFLECT PAYMENT FOR SERVICE AS OFFICERS. AVERAGE HOURS PER WEEK ARE AN ESTIMATE OF THE HOURS SPENT IN THE CAPACITY OF OFFICER. FORM 990, PART XI, LINE 9: NET TRANSFERS TO RELATED ORGANIZATIONS 152,165. BUCKNER CHILDREN & FAMILY SERVICES (BCFS) 700 N PEARL ST STE 1200 DALLAS TX 75201 752571395 SOCIAL SERVICES TX 501(C)(3) LINE 7 BI 1 RIO GRANDE CHILDRENS HOME (RGCH) 700 N PEARL ST STE 1200 DALLAS TX 75201 741492806 SOCIAL SERVICES TX 501(C)(3) LINE 7 BCFS 1 BUCKNER RETIREMENT SERVICES INC (BRS) 700 N PEARL ST STE 1200 DALLAS TX 75201 752571394 SOCIAL SERVICES TX 501(C)(3) LINE 10 BI 1 BUCKNER INTERNATIONAL (BI) 700 N PEARL ST STE 1200 DALLAS TX 75201 750891443 MGMT, ADM TX 501(C)(3) LINE 12C, III-FI N/A 0 RIO GRANDE CHILDRENS HOME FOUNDATION 700 N PEARL ST STE 1200 DALLAS TX 75201 742552150 MANAGEMENT TX 501(C)(3) LINE 12B, II BCFS 1 BAPTIST MEMORIALS MINISTRIES (BMM) 902 N MAIN ST SAN ANGELO TX 76902 752755400 SOCIAL SERVICES TX 501(C)(3) LINE 10 BRS 1 BUCKNER SENIOR LIVING INC (BSL) 700 N PEARL ST STE 1200 DALLAS TX 75201 461785859 SOCIAL SERVICES TX 501(C)(3) LINE 10 BRS 1 BUCKNER FHC - BACHMAN LAKE (BL) 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 1 0 1 1 1 1 0 0 BUCKNER INTERNATIONAL B 20905905 CASH BUCKNER CHILDREN AND FAMILY SERVICES B 13644293 CASH BUCKNER RETIREMENT SERVICES INC B 1604654 CASH BUCKNER SENIOR LIVING B 347000 CASH RIO GRANDE CHILDREN'S HOME INC B 158303 CASH BUCKNER INTERNATIONAL P 75000 CASH SCHEDULE R PART V, LINE 1B BUCKNER FOUNDATION DISTRIBUTES FUNDS TO THE RELATED ORGANIZATIONS TO HELP COVER OPERATING EXPENSES AS THEY CARRY OUT THEIR MISSION. SCHEDULE R, PART V, LINE 1L BUCKNER FOUNDATION CONDUCTS INVESTMENT MANAGEMENT FOR RELATED ORGANIZATIONS.