To follow the example of jesus by serving seniors.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
Run by 22 volunteers and 837 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $2.1M a year · 3% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.8M
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Worth a look: 0.7 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $10.6M
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$158.1M
115% of total assets
Concern: liabilities are 115% of assets; over 80%.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$72.0M
+4% vs prior year
Spent
$72.3M
To programs
93%
Net assets
−$20.8M
By yearFY2020–FY2024
Revenue
$72.0M
FY2024▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$55.7M
FY2021$58.0M
FY2022$60.8M
FY2023$69.0M
FY2024$72.0M
Expenses
$72.3M
FY2024▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$57.5M
FY2021$60.8M
FY2022$66.9M
FY2023$68.6M
FY2024$72.3M
Net assets
−$20.8M
FY2024+0.07%
Tap a bar for its year
Net assets by fiscal year
FY2020−$10.9M
FY2021−$13.7M
FY2022−$19.8M
FY2023−$20.8M
FY2024−$20.8M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1995.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $67.4M Management & general 7% · $4.9M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $1.8M paid to officers and key staff.

Part VII, Section A · reportable compensation
Brs President (thru 8/24)
$658,870Pt VII · Sec A
Brs Vice President & COO
$253,782Pt VII · Sec A
Executive Director, Austin
$189,422Pt VII · Sec A
Executive Director, Houston
$182,063Pt VII · Sec A
Executive Director, Longview
$160,716Pt VII · Sec A
Director of Business Development
$141,925Pt VII · Sec A
SR. Dir. Healthcare Svcs
$141,568Pt VII · Sec A
Brs President (as of 12/24)
$69,615Pt VII · Sec A

Charlie Wilson’s $659K as Brs President (thru 8/24) is at the 97th percentile of top reported officer pay among 676 $10–100M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Charlie Wilson$658,870$377,406$383,067—$324,490
Charles G Wilson———$316,023—
Brian Robbins$69,615—$270,349$256,275$250,947
Michael Olmstead$253,782$221,749———
Roy Antle$189,422$187,006$185,921——
Abraham Mathew—$188,091$154,898$150,980$141,115
Charles Childress$141,925$187,321$181,641——
Heather Hart——$159,860$182,951—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Buckner Retirement Services INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Serving seniors by following Jesus' example.

Questions for Buckner Retirement Services INC

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Provided by the organization

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1 program · $67.4M · in their own filed words · FY2024
01

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.

$67.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Buckner FoundationFY2024$10.5M
Total grants receivedfrom 4 funders$10.6M
See all 4 funders →
Grants paid · 5 grants · $6.1M · 2020–2024
Unitemized GrantFY2024$1,469,692
Unitemized GrantFY2023$1,299,732
Unitemized GrantFY2022$1,271,794
Unitemized GrantFY2021$1,091,254
Unitemized GrantFY2020$995,098

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$72.0M
Ln 12
Fees for servicesLn 2g$58.0M
Gifts and grantsLn 1h$10.8M
Other incomeLn 4–11$2.8M
Money outPt IX
$72.3M
Ln 25
Programscol B$67.4M
Managementcol C$4.9M
Owns and owesPt X
−$20.8M
net assets · Ln 32
Cash and savingsLn 1–2$4.3M
Total assetsLn 16$137.3M
LiabilitiesLn 26$158.1M
PeoplePt VI, VII
19
listed · VII A
PaidVII A8
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10.8M
Noncash giftsLn 1g$10K
Fees for servicesLn 2g$58.0M
Investment incomeLn 3$383K
Other incomeLn 4–11$2.8M
Gains on assetsLn 7$111K
Total revenueLn 12$72.0M
Assets in detailPt X, end of year
CashLn 1$4.3M
SavingsLn 2$12K
Cash and savings togetherLn 1–2$4.3M
InvestmentsLn 11–13$279K
Land, buildings, equipmentLn 10c$121.6M
Other assetsLn 15$781K
Total assetsLn 16$137.3M
LiabilitiesLn 26$158.1M
Net assetsLn 32−$20.8M
OperationsPt I, VI
EmployeesI 5837
VolunteersI 622
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$6.5M$4.3M
InvestmentsLn 11–13$245K$279K
Land, buildings, equipmentLn 10c$124.1M$121.6M
Total assetsLn 16$139.8M$137.3M
LiabilitiesLn 26$160.6M$158.1M
Net assetsLn 32−$20.8M−$20.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.5M$1.5M
Pay of current officers, directors and key staffLn 5$995K$995K
Other salaries and wagesLn 7$22.1M$22.1M
Pension plan contributionsLn 8$572K$572K
Other employee benefitsLn 9$3.0M$3.0M
Payroll taxesLn 10$1.7M$1.7M$39K
Management feesLn 11a$3.0M$3.0M
Legal feesLn 11b$885K$652K$233K
Accounting feesLn 11c$16K$16K
Other fees for servicesLn 11g$8.9M$8.6M$304K
Advertising and promotionLn 12$1.6M$1.5M$152K
Office expensesLn 13$570K$570K
Information technologyLn 14$454K$454K
OccupancyLn 16$6.6M$6.6M
TravelLn 17$292K$133K$160K
Conferences, conventions and meetingsLn 19$12K$12K
InterestLn 20$6.2M$6.2M
Depreciation, depletion and amortizationLn 22$5.1M$5.1M
InsuranceLn 23$2.3M$2.3M
Other expenses (24a–d)Ln 24$5.9M$5.9M
All other expensesLn 24e$596K$596K
Total functional expensesLn 25$72.3M$67.4M$4.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $72.0M$72.3M−$314K−$20.8M 990 PDF
FY2023 $69.0M$68.6M$348K−$20.8M 990 PDF
FY2022 $60.8M$66.9M−$6.0M−$19.8M 990 PDF
FY2021 $58.0M$60.8M−$2.7M−$13.7M 990 PDF
FY2020 $55.7M$57.5M−$1.8M−$10.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $71,978,547 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $10,564,970$10,817,680
I-9 Program service revenuePrior year $56,847,999$57,954,223
I-10 Investment incomePrior year $215,013$382,746
I-11 Other revenuePrior year $1,336,775$2,823,898
I-12 Total revenuePrior year $68,964,757$71,978,547
I-13 Grants and similar amounts paidPrior year $1,299,732$1,469,692
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $30,339,206$28,409,974
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $36,977,698$42,412,723
I-18 Total expensesPrior year $68,616,636$72,292,389
I-19 Revenue less expensesPrior year $348,121−$313,842
Part VI · Governance 4 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $71,978,547 across 9 lines filed
Lines not itemized here account for $121 of total revenue; see the IRS return.
VIII-1d Related organizations$10,465,046
VIII-1f All other contributions, gifts and grants$352,634
VIII-1g Noncash contributions (included above)$10,372
VIII-1h Total contributions, gifts and grants$10,817,680
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $57,954,223$57,954,223
VIII-3 Investment incomeExcluded from tax $272,001$272,001
VIII-7 Net gain or loss on sales of assetsExcluded from tax $110,745$110,745
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,823,777$2,823,777
VIII-12 Total revenueRelated to mission $57,954,223 · Unrelated business $0 · Excluded from tax $3,206,644$71,978,547
Part IX · Statement of functional expenses $72,292,389 across 21 lines filed
IX-2 Grants to domestic individualsPrograms $1,469,692$1,469,692
IX-5 Pay of current officers, directors and key staffManagement $994,894$994,894
IX-7 Other salaries and wagesPrograms $22,146,301$22,146,301
IX-8 Pension plan contributionsPrograms $571,520$571,520
IX-9 Other employee benefitsPrograms $2,998,552$2,998,552
IX-10 Payroll taxesPrograms $1,659,242 · Management $39,465$1,698,707
IX-11a Management feesManagement $3,014,470$3,014,470
IX-11b Legal feesPrograms $651,936 · Management $232,783$884,719
IX-11c Accounting feesManagement $15,500$15,500
IX-11g Other fees for servicesPrograms $8,605,238 · Management $303,512$8,908,750
IX-12 Advertising and promotionPrograms $1,485,519 · Management $151,767$1,637,286
IX-13 Office expensesPrograms $569,589$569,589
IX-14 Information technologyPrograms $453,500$453,500
IX-16 OccupancyPrograms $6,608,645$6,608,645
IX-17 TravelPrograms $132,769 · Management $159,726$292,495
IX-19 Conferences, conventions and meetingsManagement $12,418$12,418
IX-20 InterestPrograms $6,248,919$6,248,919
IX-22 Depreciation, depletion and amortizationPrograms $5,057,076$5,057,076
IX-23 InsurancePrograms $2,251,710$2,251,710
IX-24 Other expenses (24a–d)Programs $5,862,041$5,862,041
IX-24e All other expensesPrograms $595,605$595,605
IX-25 Total functional expensesPrograms $67,367,854 · Management $4,924,535 · Fundraising $0$72,292,389
Part X · Balance sheet $137,338,317 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $6,518,045$4,289,945
X-2 Savings and temporary cash investmentsStart of year $11,693$12,295
X-4 Accounts receivableStart of year $5,955,713$8,259,931
X-8 Inventories for sale or useStart of year $63,503$72,949
X-9 Prepaid expenses and deferred chargesStart of year $2,084,966$2,066,095
X-10c Land, buildings and equipment, netStart of year $124,106,232$121,577,233
X-11 Publicly traded securitiesStart of year $244,526$278,530
X-15 Other assetsStart of year $787,971$781,339
X-16 Total assetsStart of year $139,772,649$137,338,317
X-17 Accounts payable and accrued expensesStart of year $3,417,965$4,255,718
X-19 Deferred revenueStart of year $553,883$994,159
X-20 Tax-exempt bond liabilitiesStart of year $138,238,605$134,521,308
X-25 Other liabilitiesStart of year $18,320,557$18,317,617
X-26 Total liabilitiesStart of year $160,551,838$158,103,382
X-27 Net assets without donor restrictionsStart of year −$20,989,301−$20,976,302
X-28 Net assets with donor restrictionsStart of year $210,112$211,237
X-32 Total net assets or fund balancesStart of year −$20,779,189−$20,765,065
X-33 Total liabilities and net assetsStart of year $139,772,649$137,338,317
Part XI · Reconciliation of net assets −$20,765,065 net assets at year end
XI-1 Total revenue$71,978,547
XI-2 Total expenses$72,292,389
XI-3 Revenue less expenses−$313,842
XI-4 Net assets at start of year−$20,779,189
XI-5 Net unrealized gains (losses) on investments−$22,246
XI-9 Other changes in net assets$350,212
XI-10 Net assets at end of year−$20,765,065

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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