BUCKNER RETIREMENT SERVICES INC (EIN 752571394) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

DR ALBERT REYES

Phone

2147588000

Tax Period

2024-01-01 to 2024-12-31

BUCKNER RETIREMENT SERVICES INC, founded in 1994, is a mid-sized nonprofit in the Housing & Shelter sector that reported $72.0M in total revenue in fiscal year 2024.

Mission

TO FOLLOW THE EXAMPLE OF JESUS BY SERVING SENIORS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,817,680

Program Service Revenue $57,954,223

Investment Income $382,746

Other Revenue $2,823,898

TOTAL REVENUE $71,978,547

Expense Breakdown

Grants Paid $1,469,692

Salaries & Benefits $28,409,974

Fundraising Expenses $0

Program Expenses $67,367,854

Other Expenses $42,412,723

TOTAL EXPENSES $72,292,389

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,978,547	$68,964,757	+0.0%
Expenses	$72,292,389	$68,616,636	+0.1%
Net Income	$-313,842	$348,121	-1.9%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

717

Volunteers

341

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

$3,605,587

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IVAN TIM LANCASTER	BOARD CHAIR	1.00	Director	$0	$0	$0
LISA EADY	DIRECTOR	1.00	Director	$0	$0	$0
DR DAVID REYES	DIRECTOR	1.00	Director	$0	$0	$0
JAMES WESTBROOKS	DIRECTOR	1.00	Director	$0	$0	$0
DR ALBERT REYES	PRESIDENT & CEO	5.00	Officer	$0	$190,419	$768,624
BRIAN ROBBINS	BRS PRESIDENT (AS OF 12/24)	32.00	Officer	$69,615	$981	$70,596
CHARLIE WILSON	BRS PRESIDENT (THRU 8/24)	32.00	Officer	$658,870	$55,940	$714,810
KEN ROBBINS	INTERIM BRS PRESIDENT (9/24-12/24)	32.00	Officer	$0	$0	$0
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	5.00	Officer	$0	$60,299	$460,615
MICHAEL OLMSTEAD	BRS VICE PRESIDENT & COO	25.00	Officer	$253,782	$26,303	$280,085
RICHARD MUNOZ	ASSISTANT SECRETARY	5.00	Officer	$0	$21,771	$290,921
KAYLA COLEMAN	ASSISTANT SECRETARY	5.00	Officer	$0	$29,204	$259,088
CHRISTINA ALLERT	ASSISTANT SECRETARY	5.00	Officer	$0	$9,574	$175,128
STEPHANIE HESLEY	SR. DIR. HEALTHCARE SVCS	40.00	Highest	$141,568	$12,674	$154,242
ROY ANTLE	EXECUTIVE DIRECTOR, AUSTIN	40.00	Highest	$189,422	$15,448	$204,870
AMY SHIELDS	EXECUTIVE DIRECTOR, HOUSTON	40.00	Highest	$182,063	$1,919	$183,982
DAVID UMMEL	EXECUTIVE DIRECTOR, LONGVIEW	40.00	Highest	$160,716	$13,617	$174,333
CHARLES CHILDRESS	DIRECTOR OF BUSINESS DEVELOPMENT	40.00	Highest	$141,925	$8,147	$150,072

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	$71,978,547	$72,292,389	$137,338,317	$-313,842
2023	$68,964,757	$68,616,636	$139,772,649	$348,121
2022	$60,849,521	$66,866,312	$141,693,278	$-6,016,791
2021	$58,030,892	$60,757,840	$144,152,515	$-2,726,948
2020	$55,749,343	$57,549,127	$148,867,419	$-1,799,784
2019	$56,752,069	$57,770,223	$153,859,464	$-1,018,154
2018	$51,966,488	$54,793,994	$159,722,455	$-2,827,506

BUCKNER RETIREMENT SERVICES INC