2025-11-06T15:13:42-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 752125945 BUCKNER FOUNDATION INC BUCK 2147588000 12377 MERIT DRIVE 900 DALLAS TX 75251 JANICE J COTHRAN VICE PRESIDENT & CFO 2147588000 2025-11-05 1 1 LACEY M QUATSOE P01300865 4078021200 2025-10-24 2024 2025-03-06 01:10:19Z X DR ALBERT REYES 12377 MERIT DRIVE 900 DALLAS TX 75251 118129086 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. 6 6 0 6 0 0 2542504 332054 0 0 23581044 32902325 22389136 22874019 48512684 56108398 44233190 57225615 0 0 0 0 0 0 0 155109 163634 44388299 57389249 4124385 -1280851 510687382 547079544 4417297 5113648 506270085 541965896 GRANTMAKING AND ASSET MANAGEMENT FOR THE SUPPORT AND BENEFIT OF THE 501(C)(3) MINISTRIES OF BUCKNER INTERNATIONAL. 0 0 57225615 57225615 BUCKNER FOUNDATION, INC. (BF) DISTRIBUTED OVER $56 MILLION FROM MANAGED INVESTMENTS TO SUPPORT THE MINISTRIES OF TAX-EXEMPT RELATED ORGANIZATIONS. 57225615 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 6 6 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JANICE COTHRAN 2147588000 12377 MERIT DRIVE SUITE 900 DALLAS TX 75251 X TIM LANCASTER BOARD TRUSTEE/CHAIR 1.00 4.00 X 0 0 0 LISA EADY BOARD TRUSTEE/VICE CHAIR 1.00 5.00 X 0 0 0 DR DEBBIE POTTER BOARD TRUSTEE 1.00 4.00 X 0 0 0 DR WALID SAADE BOARD TRUSTEE 1.00 4.00 X 0 0 0 PAULA SULLIVAN BOARD TRUSTEE 1.00 4.00 X 0 0 0 JAMES WESTBROOKS BOARD TRUSTEE 1.00 4.00 X 0 0 0 DR ALBERT REYES PRESIDENT & CEO 4.00 36.00 X 0 578205 190419 JEFFREY GENTRY SVP/CFO THRU 7/24; EVP/COO AT 8/24 7.00 33.00 X 0 510804 74916 PRISCILLA REIMER SR. VP & GENERAL COUNSEL & SECRETARY 4.00 36.00 X 0 400316 60299 ARNOLD ADKISON SR. VP & CHIEF DEVELOPMENT OFFICER 4.00 36.00 X 0 355539 49259 SCOTT COLLINS SR. VP COMMUNICATIONS 4.00 36.00 X 0 314237 46886 RICHARD MUNOZ ASSISTANT SECRETARY 4.00 36.00 X 0 269150 21771 KAYLA COLEMAN ASSISTANT SECRETARY 4.00 36.00 X 0 229884 29204 CHRISTINA ALLERT ASSISTANT SECRETARY 4.00 36.00 X 0 165554 9574 0 2823689 482328 0 0 1 0 0 332054 332054 29421411 29421411 22874019 22874019 65501602 62020688 3480914 3480914 3480914 56108398 0 0 55776344 57225615 57225615 75000 75000 58280 58280 ADMINISTRATIVE 30354 30354 57389249 57225615 163634 0 1027233 512226 1195743 825646 2120412 2011486 347931374 248861893 153212620 280068296 5200000 14799997 510687382 547079544 4417297 5113648 4417297 5113648 X 389138701 407609155 117131384 134356741 506270085 541965896 510687382 547079544 X -1280851 38265936 -1289274 X 0 1 X 1 0 X X X 2 BUCKNER CHILDREN & FAMILY SERVICESINC 752571395 7 1 10341292 0 BUCKNER RETIREMENT SERVICES INC 752571394 10 1 10465046 0 2 20806338 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 PART IV, SECTION A, LINE 6: BUCKNER FOUNDATION (BF) AND ITS SUPPORTED ORGANIZATIONS ARE CONSOLIDATED UNDER BUCKNER INTERNATIONAL. THE BOARD OF TRUSTEES OF BUCKNER INTERNATIONAL SERVES AS DIRECTORS OF THE SUPPORTED ORGANIZATIONS OF BF. THEREFORE, BF ALSO OPERATES FOR THE BENEFIT OF BUCKNER INTERNATIONAL AND ITS SUBSIDIARIES. ADDITIONALLY, BUCKNER PROVIDED SUPPORT TO IMPACT FOUNDATION, A NONPROFIT ORGANIZATION WITH INITIATIVES THAT ALIGN WITH BUCKNER FOUNDATION'S GOALS. TO THAT END, BUCKNER PROVIDED SUPPORT TO VARIOUS DONOR ADVISED FUNDS TO FURTHER BUCKNER'S MISSION TO INVEST IN INNOVATIVE STRATEGIES IN THE IMPACT INVESTING SPACE THROUGH MISSION-DRIVEN AND PROGRAM RELATED INVESTMENTS. PART IV, SECTION B, LINE 2: THE ORGANIZATION PROVIDED SUPPORT IN THE FORM OF GRANTS TO THE FOLLOWING RELATED ORGANIZATIONS: BUCKNER INTERNATIONAL $24,629,187 BUCKNER SENIOR LIVING, INC. $7,511,252 TARRANT COUNTY SENIOR LIVING CENTER INC. $3,175,000 RIO GRANDE CHILDREN'S HOME, INC. $160,483 BAPTIST MEMORIALS MINISTRIES $43,355 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 117131384 283533 16941824 134356741 120108179 2537634 -5514429 117131384 116229267 219758 3659154 120108179 110116035 1145504 4967728 116229267 111417804 301639 -1603408 110116035 0.87990 0.12010 0 0 0 OTHER INVESTMENT 1 F ENDOWMENT INV-CORP BONDS 24387310 F ENDOWMENT INV-OTHER 255680985 F 280068296 LIFE INCOME/ANNUITY PAYABLE 4288356 MISCELLANEOUS LIABILITIES 825292 5113648 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: BF IS A SUBSIDIARY OF BUCKNER INTERNATIONAL. BUCKNER INTERNATIONAL IS AUDITED ON AN ANNUAL BASIS. THE OPERATIONS OF BF 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, 2024, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2024, BUCKNER'S TAX YEARS 2021 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. 1 BUCKNER INTERNATIONAL 12377 MERIT DR STE 900 DALLAS TX 75251 750891443 501(C)(3) 24629187 0 GENERAL SUPPORT BUCKNER RETIREMENT SERVICES INC 12377 MERIT DR STE 900 DALLAS TX 75251 752571394 501(C)(3) 10465046 0 GENERAL SUPPORT BUCKNER CHILDREN AND FAMILY SERVICES INC 12377 MERIT DR STE 900 DALLAS TX 75251 752571395 501(C)(3) 10341292 0 GENERAL SUPPORT BUCKNER SENIOR LIVING INC 12377 MERIT DR STE 900 DALLAS TX 75251 461785859 501(C)(3) 7511252 0 GENERAL SUPPORT TARRANT COUNTY SENIOR LIVING CENTER INC 12377 MERIT DR STE 900 DALLAS TX 75251 208068602 501(C)(3) 3175000 0 GENERAL SUPPORT RIO GRANDE CHILDREN'S HOME INC 12377 MERIT DR STE 900 DALLAS TX 75251 741492806 501(C)(3) 160483 0 GENERAL SUPPORT BAPTIST MEMORIALS MINISTRIES 902 N MAIN ST SAN ANGELO TX 76902 752755400 501(C)(3) 43355 0 GENERAL SUPPORT IMPACT INVESTING CHARITABLE FOUNDATION INC 8208 MELROSE DRIVE LENEXA KS 66214 473574130 501(C)(3) 900000 0 GENERAL SUPPORT 8 PART I, LINE 2 GRANTS ARE MADE TO RELATED ORGANIZATIONS. BUCKNER INTERNATIONAL STAFF REVIEW MONTHLY FINANCIAL OPERATIONS OF THE RELATED ORGANIZATIONS AND HAVE ONGOING CONTACT WITH MANAGEMENT OF THE RELATED ORGANIZATIONS. GRANTS TO ORGANIZATIONS OUTSIDE OF BUCKNER ARE APPROVED BY THE BOARD AND ARE MONITORED BY THE INVESTMENT COMMITTEE. BUCKNER IS IN CLOSE CONTACT WITH THE ORGANIZATION, RECEIVES QUARTERLY REPORTS, AND MONITORS ACTIVITY AND IMPACT ANNUALLY TO ASSURE COMPLIANCE WITH COVENANTS AS LISTED IN THE ORIGINATION AGREEMENTS 0 1 0 0 0 0 0 0 0 DR ALBERT REYES PRESIDENT & CEO 0 465603 0 77589 0 35013 0 111977 0 78442 0 768624 0 0 JEFFREY GENTRY SVP/CFO THRU 7/24; EVP/COO AT 8/24 0 457160 0 51000 0 2644 0 71600 0 3316 0 585720 0 0 PRISCILLA REIMER SR. VP & GENERAL COUNSEL & SECRETARY 0 345633 0 43763 0 10920 0 57500 0 2799 0 460615 0 0 ARNOLD ADKISON SR. VP & CHIEF DEVELOPMENT OFFICER 0 315448 0 36750 0 3341 0 46579 0 2680 0 404798 0 0 SCOTT COLLINS SR. VP COMMUNICATIONS 0 272679 0 33000 0 8558 0 44400 0 2486 0 361123 0 0 RICHARD MUNOZ ASSISTANT SECRETARY 0 248712 0 20000 0 438 0 19602 0 2169 0 290921 0 0 KAYLA COLEMAN ASSISTANT SECRETARY 0 203362 0 24415 0 2107 0 27028 0 2176 0 259088 0 0 CHRISTINA ALLERT ASSISTANT SECRETARY 0 153641 0 9641 0 2272 0 7999 0 1575 0 175128 0 0 PART I, LINE 3 THE PRESIDENT/CEO OF BF IS EMPLOYED BY BUCKNER INTERNATIONAL, A RELATED 501(C)(3) ORGANIZATION. BUCKNER INTERNATIONAL 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 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 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 $73,894 JEFFREY GENTRY $34,000 PRISCILLA REIMER $29,500 SCOTT COLLINS $22,000 ARNOLD ADKISON $21,059 RICHARD MUNOZ $10,173 KAYLA COLEMAN $10,000 FORM 990, PART VI, SECTION A, LINE 3 BUCKNER INTERNATIONAL IS THE PARENT COMPANY AND ALLOCATES A PERCENTAGE OF SHARED MANAGEMENT SERVICES TO ITS RELATED ORGANIZATIONS. THE FILING ORGANIZATION PAID $75,000 DURING 2024. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS FOR BUCKNER CHILDREN & FAMILY SERVICES, INC. AND BUCKNER RETIREMENT SERVICES, INC. (SUPPORTED ORGANIZATIONS OF BF) EACH ELECT ONE-HALF OF THE BOARD OF TRUSTEES OF BF. 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 BUCKNER INTERNATIONAL BOARD OUTSIDE OF THE PRESENCE OF THE INDIVIDUAL(S) INVOLVED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNNG 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 PAID BY A RELATED ORGANIZATION REFLECTS COMPENSATION PAID BY ITS PARENT COMPANY, BUCKNER INTERNATIONAL (BI). THIS COMPENSATION DOES NOT REFLECT PAYMENT FOR SERVICES AS OFFICERS OF THE FILING ORGANIZATION. AVERAGE HOURS PER WEEK ARE AN ESTIMATE OF THE HOURS SPENT IN THE CAPACITY OF OFFICER FOR THE FILING ORGANIZATION AND RELATED ORGANIZATIONS. BI ADMINISTRATIVE EXPENSE, INCLUDING COMPENSATION AND BENEFITS, IS ALLOCATED TO RELATED ORGANIZATIONS BASED ON A PERCENTAGE CALCULATION. ADMINISTRATIVE EXPENSE ALLOCATED TO THE FILING ORGANIZATION IS REPORTED ON PART IX. FORM 990, PART XI, LINE 9: NET TRANSFERS TO RELATED ENTITIES -1,289,274. BUCKNER INTERNATIONAL 12377 MERIT DR STE 900 DALLAS TX 75251 750891443 MANAGEMENT/ADMIN TX 501(C)(3) LINE 12C, III-FI N/A 0 RIO GRANDE CHILDREN'S HOME FOUNDATION 12377 MERIT DR STE 900 DALLAS TX 75251 742552150 MANAGEMENT/ADMIN TX 501(C)(3) LINE 12B, II BCFS 0 BUCKNER FHC - BACHMAN LAKE 12377 MERIT DR STE 900 DALLAS TX 75251 832166056 SOCIAL SERVICES TX 501(C)(3) LINE 12A, I BCFS 0 RIO GRANDE CHILDREN'S HOME INC 12377 MERIT DR STE 900 DALLAS TX 75251 741492806 SOCIAL SERVICES TX 501(C)(3) LINE 7 BCFS 0 BUCKNER CHILDREN & FAMILY SERVICES INC 12377 MERIT DR STE 900 DALLAS TX 75251 752571395 SOCIAL SERVICES TX 501(C)(3) LINE 7 BI 0 BUCKNER RETIREMENT SERVICES INC 12377 MERIT DR STE 900 DALLAS TX 75251 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 12377 MERIT DR STE 900 DALLAS TX 75251 461785859 SOCIAL SERVICES TX 501(C)(3) LINE 10 BRS 0 TARRANT COUNTY SENIOR LIVING CENTER INC 12377 MERIT DR STE 900 DALLAS TX 75251 208068602 SOCIAL SERVICES TX 501(C)(3) LINE 10 BRS 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0