Nonprofit · EIN 75-2571394
BUCKNER RETIREMENT SERVICES INC
Tax-exempt · DALLAS, TX 75251
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $71,978,547 | $72,292,389 | -$313,842 | $137,338,317 | $158,103,382 | -$20,765,065 |
| December 31, 2023 | 990 | $68,964,757 | $68,616,636 | $348,121 | $139,772,649 | $160,551,838 | -$20,779,189 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $10,817,680
- Program service revenue
- $57,954,223
- Investment income
- $382,746
- Net gain from sales of assets
- $110,745
- Other revenue
- $2,823,898
Expenses
- Grants and similar amounts paid
- $1,469,692
- Compensation of officers, directors and key employees
- $994,894
- Other salaries and wages
- $22,146,301
- Salaries, compensation and benefits (total)
- $28,409,974
- Professional fundraising fees
- $0
- Legal fees
- $884,719
- Accounting fees
- $15,500
- Occupancy
- $6,608,645
- Travel
- $292,495
- Depreciation
- $5,057,076
- Program services (functional)
- $67,367,854
- Management and general (functional)
- $4,924,535
Balance sheet and other
- Total assets, start of year
- $139,772,649
- Total assets, end of year
- $137,338,317
- Total liabilities, end of year
- $158,103,382
- Net assets, end of year
- -$20,765,065
- Land, buildings and equipment
- $121,577,233
- Publicly traded securities
- $278,530
- Net assets without donor restrictions
- -$20,976,302
- Net assets with donor restrictions
- $211,237
- Gross receipts
- $71,978,547
- Employees
- 717
- Volunteers
- 341
- Year formed
- 1994
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR ALBERT REYES | PRESIDENT & CEO Officer | 5 | $0 | $578,205 | $190,419 |
| CHARLIE WILSON | BRS PRESIDENT (THRU 8/24) Officer | 32 | $658,870 | $0 | $55,940 |
| JEFFREY GENTRY | SVP/CFO THRU 7/24; EVP/COO AT 8/24 Officer | 7 | $0 | $510,804 | $74,916 |
| PRISCILLA REIMER | SR. VP & GENERAL COUNSEL & SECRETARY Officer | 5 | $0 | $400,316 | $60,299 |
| RICHARD MUNOZ | ASSISTANT SECRETARY Officer | 5 | $0 | $269,150 | $21,771 |
| MICHAEL OLMSTEAD | BRS VICE PRESIDENT & COO Officer | 25 | $253,782 | $0 | $26,303 |
| KAYLA COLEMAN | ASSISTANT SECRETARY Officer | 5 | $0 | $229,884 | $29,204 |
| ROY ANTLE | EXECUTIVE DIRECTOR, AUSTIN Highest-paid employee | 40 | $189,422 | $0 | $15,448 |
| AMY SHIELDS | EXECUTIVE DIRECTOR, HOUSTON Highest-paid employee | 40 | $182,063 | $0 | $1,919 |
| CHRISTINA ALLERT | ASSISTANT SECRETARY Officer | 5 | $0 | $165,554 | $9,574 |
| DAVID UMMEL | EXECUTIVE DIRECTOR, LONGVIEW Highest-paid employee | 40 | $160,716 | $0 | $13,617 |
| STEPHANIE HESLEY | SR. DIR. HEALTHCARE SVCS Highest-paid employee | 40 | $141,568 | $0 | $12,674 |
| CHARLES CHILDRESS | DIRECTOR OF BUSINESS DEVELOPMENT Highest-paid employee | 40 | $141,925 | $0 | $8,147 |
| BRIAN ROBBINS | BRS PRESIDENT (AS OF 12/24) Officer | 32 | $69,615 | $0 | $981 |
| IVAN TIM LANCASTER | BOARD CHAIR Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA EADY | DIRECTOR Trustee or director | 1 | $0 |
| DR DAVID REYES | DIRECTOR Trustee or director | 1 | $0 |
| JAMES WESTBROOKS | DIRECTOR Trustee or director | 1 | $0 |
| KEN ROBBINS | INTERIM BRS PRESIDENT (9/24-12/24) Officer | 32 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR ALBERT REYES | PRESIDENT & CEO Officer | 5 | $0 | $520,391 | $174,369 |
| JEFFREY GENTRY | SR. VICE PRESIDENT & CFO Officer | 7 | $0 | $436,606 | $57,055 |
| CHARLIE WILSON | BRS PRESIDENT Officer | 33 | $377,406 | $0 | $63,132 |
| PRISCILLA REIMER | SR. VP & GENERAL COUNSEL & SECRETARY Officer | 5 | $0 | $333,516 | $51,692 |
| RICHARD MUNOZ | ASSISTANT SECRETARY Officer | 5 | $0 | $220,947 | $28,237 |
| MICHAEL OLMSTEAD | VICE PRESIDENT & COO (AS OF 3/23) Officer | 30 | $221,749 | $0 | $12,819 |
| KAYLA COLEMAN | ASSISTANT SECRETARY Officer | 5 | $0 | $215,668 | $13,798 |
| ROY ANTLE | EXECUTIVE DIRECTOR, AUSTIN Highest-paid employee | 40 | $187,006 | $0 | $15,369 |
| CHARLES CHILDRESS | DIRECTOR OF BUSINESS DEVELOPMENT Highest-paid employee | 40 | $187,321 | $0 | $10,604 |
| ABRAHAM MATHEW | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $188,091 | $0 | $7,386 |
| ALLISON VANDERFORD | SR. DIRECTOR OF SALES Highest-paid employee | 40 | $163,580 | $0 | $9,705 |
| DAVID UMMEL | EXECUTIVE DIRECTOR, LONGVIEW Highest-paid employee | 40 | $157,097 | $0 | $9,579 |
| CHRISTINA ALLERT | ASSISTANT SECRETARY Officer | 5 | $0 | $144,811 | $7,894 |
| LISA EADY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR RIEFFORD GAIL FLOOD | DIRECTOR (THRU 10/23) Trustee or director | 1 | $0 | $0 | $0 |
| DAVID HENNESSEE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TIM LANCASTER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NORMAN DUKE PRESLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LYNETTE GUY RANTON | BOARD CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES WESTBROOKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12377 MERIT DR STE 900, DALLAS, TX 75251-3102
- In care of
- % TONY LINTELMAN
- Principal officer (990 for 2024)
- DR ALBERT REYES, 12377 MERIT DRIVE 900, DALLAS, TX 75251
- Signed the 990
- JANICE J COTHRAN, VICE PRESIDENT & CFO
- Phone
- (214) 758-8000
- Website
- WWW.BUCKNER.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE CARE, MAINTENANCE, HOUSING & RELATED SERVICES TO ALLOW SENIOR ADULTS TO RECEIVE A HIGH QUALITY CONTINUUM OF CARE THROUGHOUT THEIR LATER YEARS IN LIFE IN AN ATMOSPHERE THAT PROMOTES AN ACTIVE, HEALTHY, CHRISTIAN LIFESTYLE WHILE MAINTAINING INDEPENDENCE & DIGNITY.
Program accomplishments
- BUCKNER RETIREMENT SERVICES INC (BRS) SERVED 1,643 RESIDENTS IN RESIDENTIAL RETIREMENT COMMUNITIES AND PROVIDED $1,469,692 IN SUPPLEMENTAL ASSISTANCE FUNDS FOR RESIDENTS OF BUCKNER RETIREMENT COMMUNITIES.Expenses $67,367,854 · grants $1,469,692 · revenue $57,954,223
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 75-2571394
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L220)
- Assets (IRS master file)
- $137,338,317
- Income (IRS master file)
- $71,978,547
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $71,978,547 | $72,292,389 | $137,338,317 | XML |
| 990 | December 2023 | $68,964,757 | $68,616,636 | $139,772,649 | XML |
| 990 | December 2022 | $60,849,521 | $66,866,312 | $141,693,278 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-2571394).
Questions about BUCKNER RETIREMENT SERVICES INC
- What is the EIN of BUCKNER RETIREMENT SERVICES INC?
- The employer identification number (EIN) of BUCKNER RETIREMENT SERVICES INC is 75-2571394.
- Is BUCKNER RETIREMENT SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to BUCKNER RETIREMENT SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BUCKNER RETIREMENT SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BUCKNER RETIREMENT SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BUCKNER RETIREMENT SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BUCKNER RETIREMENT SERVICES INC?
- The 990 for the year ended December 31, 2024 names DR ALBERT REYES.
- Who are the officers and directors of BUCKNER RETIREMENT SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 19 people; 8 received compensation from the organization.
- How much revenue does BUCKNER RETIREMENT SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $71,978,547, expenses of $72,292,389 and total assets of $137,338,317 at year end.
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