Buckner Retirement Services Inc
93% goes to programs $0 to raise $100 Thin reserves Growing revenue
Buckner Retirement Services Inc is a 501(c)(3) organization based in Dallas, Texas, registered in 1995, with $71,978,547 in FY2024 revenue. CharityIndex grades it C+, and it directs about 93% of spending to programs.
12377 Merit Dr Ste 900, Dallas, TX, 75251 EIN 75-2571394 Since 1995
Revenue (FY2024)
$72.0M
▲ 4.4% vs prior year
Housing median: $408K
Expenses (FY2024)
$72.3M
Net assets
-$20.8M
Employees
717
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
C+Program efficiency40% of the rating93% to programs · $0 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Buckner Retirement Services Inc: 93% to programs · $0 to raise $100 earns a C+ on this criterion. See the exact thresholds →
DFinancial health25% of the rating0 mo reserves · -0% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Buckner Retirement Services Inc: 0 mo reserves · -0% margin earns a D on this criterion. See the exact thresholds →
AGovernance25% of the rating5 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Buckner Retirement Services Inc: 5 of 6 checks met earns a A on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Buckner Retirement Services Inc: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Mission
To follow the example of jesus by serving seniors.
Contact & location
- Address
- 12377 Merit Dr Ste 900, Dallas, TX, 75251
- City
- Dallas
- State
- Texas
- Category
- Housing & Shelter
- Subcategory
- Housing Development & Management
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $50.2M (FY2013) to $72.0M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $158.1MNet assets -$20.8M
Operating margin
-0.4%
Spent more than it raised in the latest fiscal year.
Total assets
$137.3M
Total liabilities
$158.1M
Net assets
-$20.8M
Salaries & benefits
$28.4M
39% of expenses
Board members
4
4 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $71,978,547▲4.4% | $72,292,389▲5.4% | -$20,765,065▲0.1% | $137,338,317▼1.7% | 990 |
| 2023 | $68,964,757▲13.3% | $68,616,636▲2.6% | -$20,779,189▼5.1% | $139,772,649▼1.4% | 990 |
| 2022 | $60,849,521▲4.9% | $66,866,312▲10.1% | -$19,768,874▼44.6% | $141,693,278▼1.7% | 990 |
| 2021 | $58,030,892▲4.1% | $60,757,840▲5.6% | -$13,674,198▼25.0% | $144,152,515▼3.2% | 990 |
| 2020 | $55,749,343▼1.8% | $57,549,127▼0.4% | -$10,943,717▼19.4% | $148,867,419▼3.2% | 990 |
| 2019 | $56,752,069▲9.2% | $57,770,223▲5.4% | -$9,162,549▲7.4% | $153,859,464▼3.7% | 990 |
| 2018 | $51,966,488▲5.5% | $54,793,994▲7.7% | -$9,899,199▼51.7% | $159,722,455▼1.9% | 990 |
| 2017 | $49,253,810▼3.1% | $50,855,775▼4.6% | -$6,524,761▼66.3% | $162,733,669▲1.2% | 990 |
| 2016 | $50,847,424▼1.7% | $53,283,147▼1.2% | -$3,922,921▼397% | $160,814,682▲54.2% | 990 |
| 2015 | $51,709,575▲0.3% | $53,949,898▲4.2% | $1,320,727▼67.1% | $104,273,883▼3.7% | 990 |
| 2014 | $51,576,217▲2.7% | $51,752,974▲4.5% | $4,019,340▲5.9% | $108,246,180▼1.1% | 990 |
| 2013 | $50,223,308 | $49,534,316▲3.8% | $3,793,737▼2.2% | $109,415,367▼1.3% | 990 |
| 2012 | — | $47,699,230▼0.2% | $3,880,066▲17.6% | $110,837,488▼0.1% | 990 |
| 2011 | — | $47,815,767▲13.2% | $3,299,421▼32.2% | $110,994,154▼4.4% | 990 |
| 2010 | — | $42,242,775 | $4,864,365 | $116,103,948 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
Highest-paid: Charlie Wilson — $658,870 (0.91% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Charlie Wilson | Brs President (thru 8/24) | 32 | $658,870 |
| Michael Olmstead | Brs Vice President & Coo | 25 | $253,782 |
| Roy Antle | Executive Director, Austin | 40 | $189,422 |
| Amy Shields | Executive Director, Houston | 40 | $182,063 |
| David Ummel | Executive Director, Longview | 40 | $160,716 |
| Charles Childress | Director of Business Development | 40 | $141,925 |
| Stephanie Hesley | Sr. Dir. Healthcare Svcs | 40 | $141,568 |
| Brian Robbins | Brs President (as of 12/24) | 32 | $69,615 |
| Christina Allert | Assistant Secretary | 5 | — |
| Dr Albert Reyes | President & Ceo | 5 | — |
| Dr David Reyes | Director | 1 | — |
| Ivan Tim Lancaster | Board Chair | 1 | — |
| James Westbrooks | Director | 1 | — |
| Jeffrey Gentry | Svp/cfo Thru 7/24; Evp/coo At 8/24 | 7 | — |
| Kayla Coleman | Assistant Secretary | 5 | — |
| Ken Robbins | Interim Brs President (9/24-12/24) | 32 | — |
| Lisa Eady | Director | 1 | — |
| Priscilla Reimer | Sr. Vp & General Counsel & Secretary | 5 | — |
| Richard Munoz | Assistant Secretary | 5 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| 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 |
Grants received · $25.9M total
13 grants to Buckner Retirement Services Inc totaling $25.9M, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Buckner Foundation | General support | 2024 | $10,465,046 |
| Buckner Foundation | General support | 2023 | $10,328,031 |
| Buckner Foundation | General support | 2022 | $1,604,654 |
| Buckner Foundation | General support | 2022 | $347,000 |
| Greater Houston Community Foundation | Human services | 2022 | $25,000 |
| Buckner Foundation | General support | 2021 | $251,670 |
| Buckner Foundation | General support | 2020 | $247,895 |
| Buckner Foundation | General support | 2019 | $436,443 |
| Buckner Foundation | General support | 2018 | $647,871 |
| Buckner Foundation | General support | 2017 | $235,633 |
| Buckner Foundation | General support | 2016 | $830,244 |
| Buckner Foundation | General support | 2015 | $233,388 |
| Buckner Foundation | General support | 2014 | $212,189 |
Grants made · $1.6M in FY2019
1 grant totaling $1.6M in FY2019. All grants made by Buckner Retirement Services Inc →
| Recipient | Purpose | Amount |
|---|---|---|
| Buckner International | General support | $1,561,002 |
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Compare Buckner Retirement Services Inc
Frequently asked questions
- Is Buckner Retirement Services Inc a legitimate nonprofit?
- Yes. Buckner Retirement Services Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 75-2571394, based in Dallas, Texas. Donations are tax-deductible.
- What is Buckner Retirement Services Inc's EIN?
- Buckner Retirement Services Inc's Employer Identification Number (EIN) is 75-2571394.
- How much revenue does Buckner Retirement Services Inc report?
- Buckner Retirement Services Inc reported $71,978,547 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of Buckner Retirement Services Inc's spending goes to programs?
- Buckner Retirement Services Inc spends about 93% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Buckner Retirement Services Inc have?
- CharityIndex grades Buckner Retirement Services Inc C+, based on program efficiency and fundraising cost.
- How much does Buckner Retirement Services Inc's highest-paid employee make?
- The highest reported compensation on Buckner Retirement Services Inc's latest Form 990 is $658,870, paid to Charlie Wilson (Brs President (thru 8/24)).
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Data for Buckner Retirement Services Inc (EIN 75-2571394) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.