2024-11-08T08:08:45-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 15303 N DALLAS PARKWAY SUITE 1400 ADDISON TX 75001 990 2023-01-01 832166056 BUCKNER FHC-BACHMAN LAKE BUCK 2147588000 700 N PEARL ST 1200 DALLAS TX 75201 JANICE J COTHRAN VICE PRESIDENT & CFO 2147588000 2024-11-07 1 0 RAHIM HABIB P01912003 9723835700 2024-11-07 2023 2024-10-15 13:58:12Z DR ALBERT REYES 700 N PEARL ST 1200 DALLAS TX 75201 1260 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 0 129 1260 0 0 129 1260 0 0 0 0 0 0 0 0 0 492480 515171 492480 515171 -492351 -513911 11081331 10705817 10626922 10687055 454409 18762 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 515171 BUCKNER FHC-BACHMAN LAKE PROVIDES SUPPORT FOR BCFS IN FULFILLING ITS MISSION. 515171 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 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JANICE J COTHRAN 2147588000 700 N PEARL ST STE 1200 DALLAS TX 75201 X DR ALBERT REYES PRESIDENT & CEO, BOARD CHAIR 1.00 39.00 X X 0 520391 174369 HENRY JACKSON DIRECTOR SR VP THRU 2/23;BCFS PRES AS OF 3/23 1.00 39.00 X X 0 277807 44278 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 GENTRY SR. VICE PRESIDENT & CFO 1.00 39.00 X 0 436606 57055 PRISCILLA REIMER SR. VP & GENERAL COUNSEL & SECRETARY 1.00 39.00 X 0 333516 51692 RICHARD MUNOZ ASSISTANT SECRETARY 1.00 39.00 X 0 220947 28237 KAYLA COLEMAN ASSISTANT SECRETARY 1.00 39.00 X 0 215668 13798 CHRISTINA ALLERT ASSISTANT SECRETARY 1.00 39.00 X 0 144811 7894 SAMELA MACON VICE PRESIDENT 1.00 39.00 X 0 220406 26015 0 2370152 403338 0 0 1 0 0 1260 1260 1260 0 0 1260 188415 188415 326756 326756 515171 515171 0 0 171395 1021 11859163 1197718 10909936 10661445 0 43351 11081331 10705817 10690 10690 10604602 10664735 11630 11630 10626922 10687055 X 454409 18762 454409 18762 11081331 10705817 X -513911 78264 X 0 1 X 1 0 X X X 1 BUCKNER CHILDREN & FAMILY SERVICESINC 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 1057127 10084925 717111 140591 576520 10661445 DUE TO RELATED ENTITIES 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 ACCOUNTING STANDARDS 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, 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2023, BUCKNER'S TAX YEARS 2020 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. 0 1 0 0 0 0 0 0 0 DR ALBERT REYES PRESIDENT & CEO, BOARD CHAIR 0 426120 0 62644 0 31627 0 96391 0 77978 0 694760 0 0 JEFFREY GENTRY SR. VICE PRESIDENT & CFO 0 394281 0 40563 0 1762 0 54242 0 2813 0 493661 0 0 PRISCILLA REIMER SR. VP & GENERAL COUNSEL & SECRETARY 0 290905 0 38248 0 4363 0 49099 0 2593 0 385208 0 0 HENRY JACKSON DIRECTOR SR VP THRU 2/23;BCFS PRES AS OF 3/23 0 240881 0 33300 0 3626 0 41921 0 2357 0 322085 0 0 RICHARD MUNOZ ASSISTANT SECRETARY 0 196368 0 23567 0 1012 0 26092 0 2145 0 249184 0 0 SAMELA MACON VICE PRESIDENT 0 190656 0 28800 0 950 0 23971 0 2044 0 246421 0 0 KAYLA COLEMAN ASSISTANT SECRETARY 0 210277 0 5000 0 391 0 11667 0 2131 0 229466 0 0 CHRISTINA ALLERT ASSISTANT SECRETARY 0 133155 0 8603 0 3053 0 6427 0 1467 0 152705 0 0 PART I, LINE 3 BUCKNER FHC-BACHMAN LAKE HAS NO PAID EMPLOYEES. THE PRESIDENT/CEO OF BL IS EMPLOYED BY BUCKNER INTERNATIONAL, A RELATED 501(C)(3) ORGANIZATION. BUCKNER INTERNATIONAL 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 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OF BUCKNER INTERNATIONAL IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF AND SETTING THE COMPENSATION FOR THE PRESIDENT/CEO OF BUCKNER INTERNATIONAL 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. 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. DR. ALBERT REYES $63,923 JEFFREY GENTRY $27,042 PRISCILLA REIMER $25,499 HENRY JACKSON $22,200 RICHARD MUNOZ $9,815 SAMELA MACON $8,611 KAYLA COLEMAN $2,500 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF BCFS SHALL APPOINT THREE DIRECTORS; PROVIDED, THAT IF THE NUMBER OF DIRECTORS SHALL BE INCREASED FROM FIVE, THE BOARD OF DIRECTORS OF BCFS SHALL APPOINT SUCH NUMBER AS REQUIRED SO THAT IT CONSTITUTES AS NEAR AS POSSIBLE TO, AND NOT LESS THAN, 51% OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO THE BUCKNER INTERNATIONAL FINANCE COMMITTEE AND THE 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 CONFLICTS(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 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, SECTION A, LINE 1A: AVERAGE HOURS AND REPORTABLE COMPENSATION OFFICER COMPENSATION REFLECTS TOTAL COMPENSATION PAID BY BUCKNER INTERNATIONAL (BI), THE ORGANIZATION'S PARENT COMPANY, AND BUCKNER CHILDREN AND FAMILY SERVICES, A RELATED ORGANIZATION. COMPENSATION DOES NOT REFLECT PAYMENT FOR SERVICES AS OFFICERS. AVERAGE HOURS PER WEEK ARE AN ESTIMATE OF THE HOURS SPENT IN THE CAPACITY OF OFFICER FOR THE ORGANIZATION AND RELATED ORGANIZATIONS. BI ADMINISTRATIVE EXPENSE, INCLUDING COMPENSATION AND BENEFITS, IS ALLOCATED TO RELATED ORGANIZATIONS BASED ON A PERCENTAGE CALCULATION OR MANAGEMENT AGREEMENT. NO ADMINISTRATIVE EXPENSE IS ALLOCATED TO THE ORGANIZATION. FORM 990, PART XI, LINE 9: NET TRANSFERS FROM RELATED ENTITIES 78,264. BUCKNER INTERNATIONAL 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/ADMIN TX 501(C)(3) LINE 12B, II BCFS 0 RIO GRANDE CHILDREN'S HOME 700 N PEARL ST STE 1200 DALLAS TX 75201 741492806 SOCIAL SERVICES TX 501(C)(3) LINE 7 BCFS 0 BUCKNER CHILDREN & FAMILY SERVICES INC 700 N PEARL ST STE 1200 DALLAS TX 75201 752571395 SOCIAL SERVICES TX 501(C)(3) LINE 7 BI 0 BUCKNER RETIREMENT SERVICES INC 700 N PEARL ST STE 1200 DALLAS TX 75201 752571394 SOCIAL SERVICES TX 501(C)(3) LINE 10 BI 0 BAPTIST MEMORIALS MINISTRIES 902 N MAIN ST SAN ANGELO TX 76902 752755400 SOCIAL SERVICES TX 501(C)(3) LINE 10 BRS 0 BUCKNER SENIOR LIVING INC 700 N PEARL ST STE 1200 DALLAS TX 75201 461785859 SOCIAL SERVICES TX 501(C)(3) LINE 10 BRS 0 BUCKNER FOUNDATION 700 N PEARL ST STE 1200 DALLAS TX 75201 752125945 MANAGEMENT/ADMIN TX 501(C)(3) LINE 12A, I BI 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0