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Buckner Retirement Services

Dallas, TX · EIN 75-2571394 · 501(c)(3) · Publicly supported organization (509(a)(2))
Latest filing: Form 990 for calendar year 2024 (tax year 2024) · View the filing · Correct or respond

Buckner Retirement Services reported $72.0 million in revenue and $72.3 million in expenses for calendar year 2024. Of every $100 it spent, $93.19 went to program services, $6.81 to management and general costs and $0.00 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 80.5% of the total. The highest compensation it reported for one person was $768,624 (PRESIDENT & CEO). 20 people received more than $100,000 in reportable compensation. Revenue rose 27% between 2019 and 2024. Source: Form 990, 2024.

Where $100 of spending went

Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $72M

For context, the median across 933 covered housing & shelter charities: $89.27 programs, $10.73 management, $0.00 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

Calendar year 2024 · Form 990, Part VIII · total revenue $72M

The 990 scorecard · same measures for every charity, no grades

2024 filing. Median across 933 covered charities in this category, from their latest filings.
Measure2024Median
Program services
Part IX 25(B) ÷ 25(A)
93.2%87.5%
Management & general
Part IX 25(C) ÷ 25(A)
6.8%10.5%
Fundraising
Part IX 25(D) ÷ 25(A)
0.0%0.0%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.00$0.01
Contributions & grants share of revenue
Part VIII 1h ÷ 12
15.0%17.0%
Government grants share of revenue
Part VIII 1e ÷ 12
0.0%1.0%
Program service revenue share
Part VIII 2g ÷ 12
80.5%66.2%
Highest reported compensation
Part VII-A, columns D–F
$768,624$300,863
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
1.06%1.57%
People paid over $100,000
Part VII, line 2
205
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
-3.410.0
Independent voting board members
Part VI 1a–1b
4 of 4100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

2024 · Form 990, Part III · the three largest programs by expense
$67M expenses · 100.0% of program spending · grants $1.5M · revenue $58M

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

Highest reported compensation

2024 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
PRESIDENT & CEO
Officer, 5.00 hrs/week
$0$578,205$190,419$768,624
BRS PRESIDENT (THRU 8/24)
Officer, 32.00 hrs/week
$658,870$0$55,940$714,810
SVP/CFO THRU 7/24; EVP/COO AT 8/24
Officer, 7.00 hrs/week
$0$510,804$74,916$585,720
SR. VP & GENERAL COUNSEL & SECRETARY
Officer, 5.00 hrs/week
$0$400,316$60,299$460,615
ASSISTANT SECRETARY
Officer, 5.00 hrs/week
$0$269,150$21,771$290,921
BRS VICE PRESIDENT & COO
Officer, 25.00 hrs/week
$253,782$0$26,303$280,085
ASSISTANT SECRETARY
Officer, 5.00 hrs/week
$0$229,884$29,204$259,088
EXECUTIVE DIRECTOR, AUSTIN
Highest compensated employee, 40.00 hrs/week
$189,422$0$15,448$204,870

20 people received more than $100,000 in reportable compensation from Buckner Retirement Services (Part VII, line 2). Compensation of current officers, directors and key employees totaled $995K (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$20M$40M$60M$80M201920202021202220232024$72M$72M
FilingRevenueExpensesProgramsNet assetsTop pay
2024 ⓘ$72M$72M93.2%−$21M$768,624
2023 ⓘ$69M$69M94.6%−$21M$694,760
2022 ⓘ$61M$67M94.7%−$20M$643,024
2021 ⓘ$58M$61M94.9%−$14M$501,518
2020 ⓘ$56M$58M94.9%−$11M$508,128
2019 ⓘ$57M$58M94.8%−$9.2M$739,881

Governance answers, as filed

2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b4 · 4 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4No
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 5717
  • Volunteers Part I, line 6341

Largest outside contractors

2024 · Form 990, Part VII, Section B · businesses only
BUCKNER INTERNATIONAL
Management services
$2,702,592
FUNCTIONAL PATHWAYS OF TN LLC
Physical therapy
$2,010,393
THOMAS GROUP HOLDINGS INC
Dietary services
$1,927,413
SHIFTKEY
Staffing services
$593,354
XXVI HOLDINGS INC
Advertising
$523,215

Individuals listed as contractors are left out. 23 contractors were paid more than $100,000 in all.

Private foundation grants it received

1 private foundation reported grants to Buckner Retirement Services totaling $16 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from Buckner Retirement Services's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Buckner Retirement Services, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All housing & shelter charities · Largest charities in Texas

Questions people ask

How much of Buckner Retirement Services's spending goes to programs?

In calendar year 2024, Buckner Retirement Services reported that 93.2% of its $72.3 million in expenses went to program services, 6.8% to management and general and 0.0% to fundraising (Form 990, Part IX).

How much does Buckner Retirement Services pay its top executive?

The largest total compensation Buckner Retirement Services reported for one person in calendar year 2024 was $768,624, for the role of PRESIDENT & CEO (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Buckner Retirement Services get its money?

Of $72.0 million in revenue in calendar year 2024, 15.0% came from contributions and grants and 80.5% from program service revenue (Form 990, Part VIII).

Is Buckner Retirement Services a registered charity?

The IRS lists EIN 75-2571394 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • 2024: Form 990 for calendar year 2024, object 202503109349303680 · read the filing · XML
  • 2023: Form 990 for calendar year 2023, object 202443069349301809 · read the filing
  • 2022: Form 990 for calendar year 2022, object 202332759349301428 · read the filing
  • 2021: Form 990 for calendar year 2021, object 202212789349300511 · read the filing
  • 2020: Form 990 for calendar year 2020, object 202133149349302463 · read the filing
  • 2019: Form 990 for calendar year 2019, object 202023089349300027 · read the filing

All filings for EIN 75-2571394: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.