2023-10-02T11:17:04-05:00 2022-12-31 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990 2022-01-01 832166056 BUCKNER FHC-BACHMAN LAKE BUCK 2147588000 700 N PEARL ST 1200 DALLAS TX 75201 JEFFREY K GENTRY SENIOR VP & CFO 2147588000 2023-09-27 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 ST 1200 DALLAS TX 75201 129 0 X WWW.BUCKNER.ORG X 2018 TX TO CONSTRUCT AND DEVELOP BACHMAN LAKE FAMILY HOPE CENTER TO ENABLE BUCKNER CHILDREN & FAMILY SERVICES, INC. TO FURTHER ITS MISSION TO TRANSFORM THE LIVES OF VULNERABLE CHILDREN AND BUILD STRONG FAMILIES THROUGH CHRIST-CENTERED VALUES. 5 3 0 3 0 0 0 0 0 0 10458 129 0 0 10458 129 0 0 0 0 0 0 0 0 0 492740 492480 492740 492480 -482282 -492351 10834245 11081331 10566788 10626922 267457 454409 CARRY OUT THE PURPOSES OF BUCKNER CHILDREN & FAMILY SERVICES, INC. (BCFS) BY, AMONG OTHER THINGS, OWNING CERTAIN REAL PROPERTY, EQUIPMENT AND FURNISHINGS THAT SHALL BE LEASED TO BCFS, UPON WHICH BCFS SHALL EXPAND AND FURTHER ITS MISSION. 0 0 492480 PROVIDE SUPPORT FOR BUCKNER CHILDREN & FAMILY SERVICES, INC. IN FULFILLING THEIR MISSION 492480 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 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 5 3 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 ALBERT L REYES PRESIDENT & CEO; DIRECTOR, CHAIR 1.00 39.00 X X 0 456563 186461 HENRY JACKSON SENIOR VICE PRESIDENT 1.00 39.00 X X 0 260297 40426 JACK DAVIS DIRECTOR 1.00 0.00 X 0 0 0 ABE JAQUEZ DIRECTOR 1.00 0.00 X 0 0 0 GEORGE VORPAHL DIRECTOR 1.00 0.00 X 0 0 0 JEFFREY K GENTRY SR. VICE PRESIDENT & CFO 1.00 39.00 X 0 297728 48689 PRISCILLA R REIMER SR VP, GENERAL COUNSEL & SECRETARY 1.00 39.00 X 0 294963 40514 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 SAMELA J MACON VP OF DOMESTIC OPS AND FOSTER CARE 1.00 39.00 X 0 196195 23718 TONY LINTELMAN FORMER VP FOR CORPORATE ADMIN 0.00 30.00 X 0 130000 0 0 1960525 375737 0 1 1 0 0 129 129 129 0 0 129 188415 188415 304065 304065 492480 492480 0 0 299548 171395 11780898 870962 10534697 10909936 10834245 11081331 10690 10690 10544468 10604602 11630 11630 10566788 10626922 X 267457 454409 267457 454409 10834245 11081331 X -492351 679303 X 0 1 X 1 0 X X X 1 BUCKNER CHILDREN & FAMILY SERVICES INC 752571395 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 11142052 772687 10369365 638846 98275 540571 10909936 DUE TO AFFILIATES 11630 11630 X PART X, LINE 2: BUCKNER FHC - BACHMAN LAKE IS A SUBSIDIARY OF BUCKNER INTERNATIONAL. BUCKNER INTERNATIONAL IS AUDITED ON AN ANNUAL BASIS. THE OPERATIONS OF BUCKNER FHC - BACHMAN LAKE 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. 0 1 0 0 0 0 0 0 0 ALBERT L REYES PRESIDENT & CEO; DIRECTOR, CHAIR 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 SAMELA J MACON VP OF DOMESTIC OPS AND FOSTER CARE 0 168485 0 24750 0 2960 0 21883 0 1835 0 219913 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 4A-B 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 REYES $79,841 JEFF GENTRY $24,584 PRISCILLA REIMER $24,518 HENRY JACKSON $20,428 RICHARD MUNOZ $8,320 SAMELA MACON $8,250 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 OUTISDE OF THE PRESENCE OF THE INDIVIDUAL(S) INVOLVED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BUCKNER INTERNATIONAL BOARD OF TRUSTEES IS RESPONSIBLE FOR EVALUATING 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 XI, LINE 9: INTERFUND TRANSFERS 679,303. RIO GRANDE CHILDREN'S HOME (RGCH) 700 N PEARL ST STE 1200 DALLAS TX 75201 741492806 SOCIAL SERVICES TX 501(C)(3) LINE 7 BCFS 1 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 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 MANAGEMENT/ADMIN TX 501(C)(3) LINE 12C, III-FI N/A 0 RIO GRANDE CHILDREN'S HOME FOUNDATION 700 N PEARL ST STE 1200 DALLAS TX 75201 742552150 MANAGEMENT TX 501(C)(3) LINE 12B, II BCFS 1 BUCKNER FOUNDATION 700 N PEARL ST STE 1200 DALLAS TX 75201 752125945 MANAGEMENT/ADMIN TX 501(C)(3) LINE 12A, I BI 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 (BSL) 700 N PEARL ST STE 1200 DALLAS TX 75201 461785859 SOCIAL SERVICES TX 501(C)(3) LINE 10 BRS 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1