To follow the example of jesus by serving seniors.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
$1.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
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
Fine: 1.3 months of spending in cash; 1 to 3.
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
$159.8M
107% of total assets
Concern: liabilities are 107% of assets; over 80%.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$55.7M
Spent
$57.5M
To programs
95%
Net assets
−$10.9M
By yearFY2020–FY2024
Revenue
$55.7M
FY2020
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
$57.5M
FY2020
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
−$10.9M
FY2020
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 FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

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

95 cents of each dollar spent went to programs.

Program services 95% · $54.6M Management & general 5% · $2.9M

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

32 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation
SR Vice President
$324,490Pt VII · Sec A
Vice President
$250,947Pt VII · Sec A
Director, Austin
$173,050Pt VII · Sec A
Executive Director, Beaumont
$161,358Pt VII · Sec A
Executive Director, Houston
$141,115Pt VII · Sec A
Executive Director, Longview
$130,242Pt VII · Sec A
Director of Hospitality
$117,528Pt VII · Sec A
Board Trustee
$0Pt 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 15aNo

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 · $54.6M · in their own filed words · FY2020
01

1,389 residents served in residential retirement communities; provided $995,465 in supplemental assistance funds for residents of buckner retirement communities.

$54.6Mprogram 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 FY2020 990, line by line.

1The main four
Money inPt VIII
$55.7M
Ln 12
Fees for servicesLn 2g$52.3M
Gifts and grantsLn 1h$2.6M
Other incomeLn 4–11$478K
Money outPt IX
$57.5M
Ln 25
Programscol B$54.6M
Managementcol C$2.9M
Owns and owesPt X
−$10.9M
net assets · Ln 32
Cash and savingsLn 1–2$6.4M
Total assetsLn 16$148.9M
LiabilitiesLn 26$159.8M
PeoplePt VI, VII
32
listed · VII A
PaidVII A7
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.6M
Government grantsLn 1e$2.1M
Fees for servicesLn 2g$52.3M
Investment incomeLn 3$441K
Other incomeLn 4–11$478K
Gains on assetsLn 7$340K
Total revenueLn 12$55.7M
Assets in detailPt X, end of year
CashLn 1$5.3M
SavingsLn 2$1.0M
Cash and savings togetherLn 1–2$6.4M
InvestmentsLn 11–13$161K
Land, buildings, equipmentLn 10c$134.8M
Other assetsLn 15$2.3M
Total assetsLn 16$148.9M
LiabilitiesLn 26$159.8M
Net assetsLn 32−$10.9M
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 FY20End FY20
Cash and savingsLn 1–2$5.1M$6.4M
InvestmentsLn 11–13$191K$161K
Land, buildings, equipmentLn 10c$139.2M$134.8M
Total assetsLn 16$153.9M$148.9M
LiabilitiesLn 26$163.0M$159.8M
Net assetsLn 32−$9.2M−$10.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$995K$995K
Pay of current officers, directors and key staffLn 5$657K$657K
Other salaries and wagesLn 7$19.6M$19.5M$92K
Pension plan contributionsLn 8$528K$528K
Other employee benefitsLn 9$3.4M$3.4M$949
Payroll taxesLn 10$1.5M$1.4M$32K
Management feesLn 11a$2.0M$2.0M
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$24K$24K
Other fees for servicesLn 11g$3.4M$3.4M
Advertising and promotionLn 12$800K$728K$72K
Office expensesLn 13$376K$376K
Information technologyLn 14$326K$326K
OccupancyLn 16$4.1M$4.1M
TravelLn 17$144K$76K$68K
Conferences, conventions and meetingsLn 19$22K$580$22K
InterestLn 20$6.7M$6.7M
Depreciation, depletion and amortizationLn 22$4.8M$4.8M
InsuranceLn 23$1.6M$1.6M
Other expenses (24a–d)Ln 24$6.3M$6.3M
All other expensesLn 24e$253K$253K
Total functional expensesLn 25$57.5M$54.6M$2.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $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 FY2020 990 (6 parts)
Part I · Summary $55,749,343 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $614,672$2,576,666
I-9 Program service revenuePrior year $53,700,648$52,253,096
I-10 Investment incomePrior year $2,187,540$441,411
I-11 Other revenuePrior year $249,209$478,170
I-12 Total revenuePrior year $56,752,069$55,749,343
I-13 Grants and similar amounts paidPrior year $2,431,402$995,465
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $25,085,732$25,741,170
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $30,253,089$30,812,492
I-18 Total expensesPrior year $57,770,223$57,549,127
I-19 Revenue less expensesPrior year −$1,018,154−$1,799,784
Part VI · Governance 19 of 19 board members independent, 1 to look at
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $55,749,343 across 9 lines filed
VIII-1d Related organizations$247,895
VIII-1e Government grants$2,123,514
VIII-1f All other contributions, gifts and grants$205,257
VIII-1h Total contributions, gifts and grants$2,576,666
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $52,253,096$52,253,096
VIII-3 Investment incomeExcluded from tax $101,420$101,420
VIII-7 Net gain or loss on sales of assetsExcluded from tax $339,991$339,991
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $478,170$478,170
VIII-12 Total revenueRelated to mission $52,731,266 · Unrelated business $0 · Excluded from tax $441,411$55,749,343
Part IX · Statement of functional expenses $57,549,127 across 21 lines filed
IX-2 Grants to domestic individualsPrograms $995,465$995,465
IX-5 Pay of current officers, directors and key staffManagement $657,012$657,012
IX-7 Other salaries and wagesPrograms $19,542,932 · Management $92,479$19,635,411
IX-8 Pension plan contributionsPrograms $528,001$528,001
IX-9 Other employee benefitsPrograms $3,448,113 · Management $949$3,449,062
IX-10 Payroll taxesPrograms $1,439,191 · Management $32,493$1,471,684
IX-11a Management feesManagement $1,961,400$1,961,400
IX-11b Legal feesManagement $3,951$3,951
IX-11c Accounting feesManagement $24,316$24,316
IX-11g Other fees for servicesPrograms $3,379,331$3,379,331
IX-12 Advertising and promotionPrograms $728,378 · Management $71,964$800,342
IX-13 Office expensesPrograms $376,088$376,088
IX-14 Information technologyPrograms $325,557$325,557
IX-16 OccupancyPrograms $4,099,307$4,099,307
IX-17 TravelPrograms $76,035 · Management $68,093$144,128
IX-19 Conferences, conventions and meetingsPrograms $580 · Management $21,777$22,357
IX-20 InterestPrograms $6,708,737$6,708,737
IX-22 Depreciation, depletion and amortizationPrograms $4,826,453$4,826,453
IX-23 InsurancePrograms $1,552,667$1,552,667
IX-24 Other expenses (24a–d)Programs $6,335,318$6,335,318
IX-24e All other expensesPrograms $252,540$252,540
IX-25 Total functional expensesPrograms $54,614,693 · Management $2,934,434 · Fundraising $0$57,549,127
Part X · Balance sheet $148,867,419 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $4,760,122$5,344,228
X-2 Savings and temporary cash investmentsStart of year $309,340$1,012,501
X-4 Accounts receivableStart of year $3,957,760$5,150,130
X-8 Inventories for sale or useStart of year $152,400$128,161
X-9 Prepaid expenses and deferred chargesStart of year $635,662$0
X-10c Land, buildings and equipment, netStart of year $139,219,710$134,765,065
X-11 Publicly traded securitiesStart of year $190,981$161,468
X-15 Other assetsStart of year $4,633,489$2,305,866
X-16 Total assetsStart of year $153,859,464$148,867,419
X-17 Accounts payable and accrued expensesStart of year $3,587,714$3,777,882
X-19 Deferred revenueStart of year $292,179$297,061
X-20 Tax-exempt bond liabilitiesStart of year $151,756,505$148,564,208
X-25 Other liabilitiesStart of year $7,385,615$7,171,985
X-26 Total liabilitiesStart of year $163,022,013$159,811,136
X-27 Net assets without donor restrictionsStart of year −$9,176,342−$10,943,717
X-28 Net assets with donor restrictionsStart of year $13,793$0
X-32 Total net assets or fund balancesStart of year −$9,162,549−$10,943,717
X-33 Total liabilities and net assetsStart of year $153,859,464$148,867,419
Part XI · Reconciliation of net assets −$10,943,717 net assets at year end
XI-1 Total revenue$55,749,343
XI-2 Total expenses$57,549,127
XI-3 Revenue less expenses−$1,799,784
XI-4 Net assets at start of year−$9,162,549
XI-5 Net unrealized gains (losses) on investments$22,416
XI-9 Other changes in net assets−$3,800
XI-10 Net assets at end of year−$10,943,717

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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