BUCKNER FOUNDATION INC (EIN 752125945) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

DR ALBERT REYES

Phone

2147588000

Tax Period

2024-01-01 to 2024-12-31

BUCKNER FOUNDATION INC, founded in 1986, is a mid-sized nonprofit in the Human Services sector that reported $56.1M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Net assets of $542.0M represent 116 months of operating reserves.

Mission

TO STEWARD, DISTRIBUTE, GROW AND PRESERVE FINANCIAL RESOURCES FOR BUCKNER MINISTRIES AMONG VULNERABLE CHILDREN, FAMILIES AND SENIORS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $332,054

Program Service Revenue $0

Investment Income $32,902,325

Other Revenue $22,874,019

TOTAL REVENUE $56,108,398

Expense Breakdown

Grants Paid $57,225,615

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,225,615

Other Expenses $163,634

TOTAL EXPENSES $57,389,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,108,398	$48,512,684	+0.2%
Expenses	$57,389,249	$44,388,299	+0.3%
Net Income	$-1,280,851	$4,124,385	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,306,017

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM LANCASTER	BOARD TRUSTEE/CHAIR	1.00	Director	$0	$0	$0
LISA EADY	BOARD TRUSTEE/VICE CHAIR	1.00	Director	$0	$0	$0
DR DEBBIE POTTER	BOARD TRUSTEE	1.00	Director	$0	$0	$0
DR WALID SAADE	BOARD TRUSTEE	1.00	Director	$0	$0	$0
PAULA SULLIVAN	BOARD TRUSTEE	1.00	Director	$0	$0	$0
JAMES WESTBROOKS	BOARD TRUSTEE	1.00	Director	$0	$0	$0
DR ALBERT REYES	PRESIDENT & CEO	4.00	Officer	$0	$190,419	$768,624
JEFFREY GENTRY	SVP/CFO THRU 7/24; EVP/COO AT 8/24	7.00	Officer	$0	$74,916	$585,720
PRISCILLA REIMER	SR. VP & GENERAL COUNSEL & SECRETARY	4.00	Officer	$0	$60,299	$460,615
ARNOLD ADKISON	SR. VP & CHIEF DEVELOPMENT OFFICER	4.00	Officer	$0	$49,259	$404,798
SCOTT COLLINS	SR. VP COMMUNICATIONS	4.00	Officer	$0	$46,886	$361,123
RICHARD MUNOZ	ASSISTANT SECRETARY	4.00	Officer	$0	$21,771	$290,921
KAYLA COLEMAN	ASSISTANT SECRETARY	4.00	Officer	$0	$29,204	$259,088
CHRISTINA ALLERT	ASSISTANT SECRETARY	4.00	Officer	$0	$9,574	$175,128

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$56,108,398	$57,389,249	$547,079,544	$-1,280,851
2023	$48,512,684	$44,388,299	$510,687,382	$4,124,385
2022	$48,397,913	$36,786,662	$486,083,377	$11,611,251
2021	$46,631,365	$26,039,365	$503,977,405	$20,592,000
2020	$27,107,463	$29,387,102	$378,451,346	$-2,279,639
2019	$29,375,724	$26,463,343	$366,864,670	$2,912,381
2018	$31,092,931	$27,514,946	$324,621,389	$3,577,985

BUCKNER FOUNDATION INC