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
- 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 | – | – | – | IRS |
| 990 | December 2023 | $68,964,757 | $68,616,636 | $139,772,649 | IRS |
| 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 publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
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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