2023-05-15T15:51:26-05:00 2022-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2021-07-01 562493445 AIR FORCE VILLAGES INC AIRF 2108386330 12455 FREEDOM WAY SAN ANTONIO TX 782453526 BRIAN ENGLUND TREASURER AND CFO 2108386330 2023-05-12 1 BRIAN ENGLUND 999009999 DAVID LOWENTHAL P00378651 3122071040 2023-05-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BLUE SKIES OF TEXAS LT GEN DARREL JONES 12455 FREEDOM WAY SAN ANTONIO TX 782453526 21518867 0 X WWW.BLUESKIESTX.ORG X 2005 TX THE ORGANIZATION IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 14 14 39 47 0 0 6234029 3030052 3987103 4444112 3518986 2922236 553 261271 13740671 10657671 4084979 1816194 0 0 3319063 3246549 0 0 0 1730292 2041282 9134334 7104025 4606337 3553646 80391494 70898666 11063254 9051205 69328240 61847461 X AFV INC., DBA BLUE SKIES OF TEXAS IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 0 0 1816194 1816194 4705383 AIR FORCE VILLAGES, INC, (DBA BLUE SKIES OF TEXAS (BST)) AND AFFILIATES IS A TEXAS NOT-FOR-PROFIT, CONTINUING-CARE RETIREMENT COMMUNITY (CCRC) PROVIDING SERVICES AND CARE FOR SENIORS THROUGHOUT THE FULL CONTINUUM INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, DEMENTIA CARE, NURSING, AND HOSPICE. THE ORGANIZATION IS GOVERNED BY THE BST BOARD OF DIRECTORS, WHICH ELECTS THE SEPARATE BOARDS OF THE OTHER ENTITIES. BST OPERATES MANY OF THE ADMINISTRATIVE FUNCTIONS OF THE ORGANIZATION, INCLUDING STRATEGIC PLANNING, MARKETING, DEVELOPMENT, FUNDRAISING, FINANCE, TECHNOLOGY, AND RISK MANAGEMENT.SEE CONTINUATION ON SCHEDULE O SUPPORTING ORGANIZATIONS ARE BST SENIOR LIVING EAST, INC. (BST EAST), BST SENIOR LIVING WEST, INC. (BST WEST), ALZHEIMER'S CARE AND RESEARCH CENTER FOUNDATION (ACRC), BST HEALTH SERVCIES CORP. (HSC), AND AIR FORCE VILLAGES CHARITABLE FOUNDATION.BST WEST CONSISTS OF 4 RESIDENTIAL MID-RISE TOWERS WITH 205 APARTMENTS; 196 GARDEN HOMES IN DUPLEX CONFIGURATION; 43 SINGLE FAMILY GARDEN HOMES; AND A TWO-STORY VILLAGE TOWN CENTER WITH FRONT DESK SERVICES, LOBBY, MAIL FACILITY, DINING ROOM, AND MEETING ROOMS. BST WEST ALSO INCLUDES TWO CHAPELS, BEAUTY SALON, COMPUTER CENTER, WOOD WORKING HOBBY SHOP, GARDEN PLOTS, DRIVING RANGE, DOG PARK, AND AN RV STORAGE PARK. BST WEST HAS DEVELOPED APPROXIMATELY 200 ACRES OF ITS 660-ACRE TRACT. ALL FACILITIES AND SERVICES ARE FULLY OPERATIONAL.BST EAST CONSISTS OF TWO RESIDENTIAL TOWERS WITH 228 APARTMENTS; THREE FREE-STANDING APARTMENT BUILDINGS CALLED THE HILL RESIDENCES CONSISTING OF 36 TOTAL APARTMENTS; 24 GARDEN HOMES; A VILLAGE TOWN CENTER WITH FRONT DESK SERVICES, LOBBY, MAIL FACILITY, DINING ROOM, MEETING ROOMS, LIBRARY AND MUSIC ROOM. IN ADDITION, COCHRANS CAFE AND BISTRO IS LOCATED ON THE MAIN LEVEL AND THE SKY LOUNGE, A FULL SERVICE RESTAURANT AND BAR, IS LOCATED ON THE TOP 16TH FLOOR. BSTE LEASES TO HSC A 23-UNIT ASSISTED-LIVING FACILITY KNOWN AS ARNOLD HOUSE, AND LEASES TO AFV HEALTH SERVICES, INC, A 47-BED HEALTHCARE CENTER, KNOWN AS THE MISSON, IN BEXAR COUNTY, TEXAS.BST EAST ALSO INCLUDES TWO CHAPELS, ARTS AND CRAFTS CENTER, FITNESS CENTER, SWIMMING POOL, BEAUTY SALON, WOODWORKING HOBBY SHOP, AND GARDEN PLOTS. ALL FACILITIES AND SERVICES ARE FULLY OPERATIONAL.EACH NURSING HOME RESIDENT MUST RETAIN THE SERVICES OF A PERSONAL PHYSICIAN WHO IS RESPONSIBLE FOR SUPERVISING HIS/HER MEDICAL AND OVERALL HEALTH CARE. RESIDENTS MUST REMAIN UNDER THE CARE OF A PHYSICIAN AT ALL TIMES WHILE IN THE FACILITY. THE PHYSICIAN IS REQUIRED TO MEET STATE AND FEDERAL REQUIREMENTS WITH RESPECT TO SERVICES, FREQUENCY OF VISITS, AND AVAILABILITY FOR EMERGENCY CARE. BST WEST ALSO RETAINS DIETARY AND PHARMACY CONSULTANTS SINCE NEARLY ALL RESIDENTS ARE ELIGIBLE FOR MILITARY MEDICAL BENEFITS, SERIOUS MEDICAL CONDITIONS ARE SEEN AT NEARBY MILITARY AND CIVILIAN MEDICAL FACILITIES. 1816194 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 47 0 1 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X BRIAN ENGLUND CFO 2108386332 12455 FREEDOM WAY SAN ANTONIO TX 78245 X MAJ GEN GLEN SHAFFER CHAIR 2.00 2.00 X X 0 0 0 DR RAD EANES III VICE-CHAIR 2.00 4.00 X X 0 0 0 DR STEVEN SHEPPARD SECRETARY 2.00 0.00 X X 0 0 0 MAJ GEN AL FLOWERS DIRECTOR - BEG. 8/2021 2.00 0.00 X 0 0 0 COL ROGER HANSEN DIRECTOR 2.00 0.00 X 0 0 0 DR DIANA HENDERSON DIRECTOR 2.00 8.00 X 0 0 0 MRS KATHY HOSTAGE DIRECTOR 2.00 4.00 X 0 0 0 COL DR HALIFAX KING DIRECTOR 2.00 8.00 X 0 0 0 LT COL DR ROBERT KRUGER DIRECTOR - THRU 12/2021 2.00 4.00 X 0 0 0 MRS JANICE LENZ DIRECTOR 2.00 4.00 X 0 0 0 COL DANIEL MEYERS DIRECTOR 2.00 0.00 X 0 0 0 MSG JAN OLSEN DIRECTOR 2.00 2.00 X 0 0 0 COL DR LEN PROFENNA DIRECTOR 2.00 4.00 X 0 0 0 BRIG GEN CHUCK POTTER DIRECTOR 2.00 0.00 X 0 0 0 MAJ GEN ANGELA SALINAS DIRECTOR 2.00 0.00 X 0 0 0 MAJ GEN JIM WHITMORE DIRECTOR - THRU 7/2021 2.00 0.00 X 0 0 0 GEN DARRELL JONES CHIEF EXECUTIVE OFFICER 30.00 10.00 X 363795 0 390 BRIAN ENGLUND CHIEF FINANCIAL OFFICER 30.00 10.00 X 228561 0 6674 COL FREDERIC RYDER CHIEF OPERATIONS OFFICER 30.00 10.00 X 161616 0 390 ALETHEA KNIGHT CHIEF HEALTH SERVICES OFFICER 30.00 10.00 X 142648 0 11273 KATHLEEN BOWMAN ESTRADA DIRECTOR, HUMAN RESOURCES 30.00 10.00 X 111842 0 222 1008462 0 18949 5 0 1 0 MORRISON COMMUNITY LIVING 400 NORTHRIDGE ROAD ATLANTA GA 30350 DINING SERVICES 3549593 SELECT REHABILITATION 2600 COMPASS ROAD GLENVIEW IL 60026 REHABILITATION SERVICES 2699053 TEXAS SERVICE 422 DIVISION AVE SAN ANTONIO TX 78214 ELECTRICAL WORK 1075445 CLEAN SCAPES P O BOX 203070 AUSTIN TX 78720 LANDSCAPING 996132 VANGUARD RESOURCES INC 6500 US-281 SPRING BRANCH TX 78070 CONSULTING 996068 24 2986502 43550 3030052 CORPORATE EXPENSE REIMBURSEMENT 623000 4444112 4444112 4444112 1302930 1302930 12480502 10861196 1619306 1619306 1619306 MISCELLANEOUS REVENUE 623000 261271 261271 261271 10657671 4705383 0 2922236 1802091 1802091 14103 14103 1027411 1027411 1887273 1887273 24017 24017 123708 123708 184140 184140 130954 130954 132646 132646 599423 599423 701315 701315 308414 308414 398727 398727 11645 11645 14130 14130 223216 223216 58900 58900 MISCELLANEOUS 115224 115224 MARKETING ALLOCATION -653312 -653312 7104025 1816194 5287831 0 2746272 2329208 2034664 134432 1807561 2076918 223273 409630 2140666 1386619 927759 754047 72074821 64734584 577144 459847 80391494 70898666 3407839 1912824 928310 1361830 6727105 5776551 11063254 9051205 X 48409234 42771905 20919006 19075556 69328240 61847461 80391494 70898666 X 3553646 -10891141 -143284 X 0 1 X 1 0 X X X 4 BLUE SKIES OF TEXAS EAST 520801828 10 1 384447 0 BLUE SKIES OF TEXAS WEST 742310549 10 1 297555 0 ALZHEIMER'S CARE AND RESEARCH CENTER 742680553 10 1 695490 0 BLUE SKIES OF TEXAS HEALTH SERVICES CORP 861123806 10 1 424599 0 4 1802091 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7142992 10550 -929454 459923 5764165 6514433 9495 1065900 446836 7142992 6813535 41523 121427 462052 6514433 7059624 16766 200261 463116 6813535 6456875 16033 510453 76263 7059624 0.00000 0.97400 0.02600 0 1 1 205650 126676 78974 1935016 1259943 675073 754047 ACCOUNTS PAYABLE - AFFILIATES 5776551 5776551 PART V, LINE 4: AIR FORCE VILLAGES, INC HOLDS AN ENDOWMENT FUND WHICH WAS ESTABLISHED TO ASSIST WITH THE MAINTENANCE, CARE, COMFORT, AND WELL-BEING OF RESIDENTS OF RELATED ORGANIZATIONS, BST EAST, BST WEST, HSC, AND ACRC, WHO HAVE BEEN DETERMINED BY THE AGENTS OF MANAGEMENT TO BE IN NEED OF SUCH FINANCIAL ASSISTANCE. THE ENDOWMENT INCLUDES TWO INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS, "WIDOWS IN NEED FUND AND "THE MARY OPAL WOLANIN FUND", ESTABLISHED FOR THE PURPOSE OF FINANCIAL ASSISTANCE AND NURSING EDUCATIONAL SCHOLARSHIPS. 1 BLUE SKIES OF TEXAS HEALTH SERVICES CORP 12455 FREEDOM WAY SAN ANTONIO TX 78245 861123806 501(C)(3) 424599 0 N/A WIDOWS ASSISTANCE, BUILDING, RESEARCH BST WEST 12455 FREEDOM WAY SAN ANTONIO TX 78245 742310549 501(C)(3) 297555 0 N/A WIDOWS ASSISTANCE, BUILDING, RESEARCH BST EAST 12455 FREEDOM WAY SAN ANTONIO TX 78245 520801828 501(C)(3) 384447 0 N/A WIDOWS ASSISTANCE, BUILDING, RESEARCH ALZHEIMER'S CARE & RESEARCH CENTER 12455 FREEDOM WAY SAN ANTONIO TX 78245 742680553 501(C)(3) 695490 0 N/A WIDOWS ASSISTANCE, BUILDING, RESEARCH 4 0 COL RICHARD W. HAGAUER MEMORIAL SCHOLARSHIPS 3 3000 0 N/A N/A EMPLOYEE EMERGENCY FUND - ASSISTANCE 12 11103 0 N/A N/A PART I, LINE 2: A SCHOLARSHIP IS AVAILABLE TO EMPLOYEES AND THEIR DEPENDENTS TO HELP COVER COLLEGE TUITION. EMPLOYEES MUST HAVE WORKED ON OUR CAMPUS FOR A MINIMUM OF 1 YEAR TO QUALIFY. APPLICATIONS ARE REVIEWED BY A COMMITTEE OF DISINTERESTED, SENIOR-LEVEL EMPLOYEES AND A SELECTION OF RECIPIENTS IS MADE. GRANTS THROUGH THE SCHOLARSHIP PROGRAMS ARE FORWARDED DIRECTLY TO THE RECIPIENTS' PARTICULAR UNIVERSITY FOR TUITION ASSISTANCE, RATHER THAN TO THE RECIPIENTS. ADDITIONALLY, THE ORGANIZATION HAS AN EMPLOYEE EMERGENCY FUND THAT IS USED "AS NEEDED" WHEN AN EMPLOYEE FINDS HIM OR HERSELF IN NEED DUE TO UNFORESEEN CIRCUMSTANCES. THE ORGANIZATION REVIEWS APPLICATIONS FOR SCHOLARSHIPS AND EMERGENCY ASSISTANCE TO DETERMINE ELIGIBILITY FOR SUCH ASSISTANCE. THE ORGANIZATION ALSO MAKES CONTRIBUTIONS TO RELATED NON-PROFIT ORGANIZATIONS. THESE CONTRIBUTIONS ARE NOT MONITORED SINCE THE RELATED ORGANIZATIONS CONFORM WITH THE OVERALL MISSION OF AIR FORCE VILLAGES, INC. 1 X X X 0 0 0 0 0 0 0 1 0 GEN DARRELL JONES CHIEF EXECUTIVE OFFICER 338795 0 25000 0 0 0 0 0 390 0 364185 0 0 0 BRIAN ENGLUND CHIEF FINANCIAL OFFICER 228561 0 0 0 0 0 0 0 6674 0 235235 0 0 0 COL FREDERIC RYDER CHIEF OPERATIONS OFFICER 156616 0 5000 0 0 0 0 0 390 0 162006 0 0 0 ALETHEA KNIGHT CHIEF HEALTH SERVICES OFFICER 142648 0 0 0 0 0 0 0 11273 0 153921 0 0 0 PART I, LINE 3 AFV INC., DBA BLUE SKIES OF TEXAS, ANNUALLY REVIEWS COMPENSATION FOR THE EXECUTIVE STAFF OF THE RELATED ORGANIZATION INCLUDING THE CEO, CFO AND COO. THE REVIEW INCLUDES A WAGE AND BENEFIT SURVEY CONDUCTED PERIODICALLY BY A THIRD PARTY. THE BOARD OF AFV INC., DBA BLUE SKIES OF TEXAS, THEN APPROVES THE COMPENSATION OF THE CEO. PART I, LINE 7 AS INDICATED IN SCHEDULE J, PART II, CERTAIN OFFICERS OF THE ORGANIZATIONS RECEIVED A BONUS BASED ON PERFORMANCE AND THE FINANCIAL RESULTS OF THE ORGANIZATION. THIS BONUS WAS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A EACH OF THE SUPPORTED ORGANIZATIONS SHALL APPOINT TWO DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B SENIOR MANAGEMENT REVIEWS THE FORM 990 PRIOR TO FILING AND UTILIZES COUNSEL AS NEEDED. THE 990 IS ALSO PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, WHICH PROVIDE OVERSIGHT FOR REGULATORY REPORTING. FORM 990, PART VI, SECTION B, LINE 12C A DIRECTOR SHALL ABSTAIN FROM VOTING ON THE SELECTION, AWARD OR ADMINISTRATION OF A CONTRACT, ENCUMBRANCE OR POLICY FROM WHICH SUCH DIRECTOR, OR A GROUP OR ORGANIZATION SUCH DIRECTOR REPRESENTS, MAY BENEFIT. THE DIRECTOR MAY BE PRESENT AT THE MEETING TO ANSWER QUESTIONS ON SUCH MATTERS, PROVIDED THE DIRECTOR EXCUSES HIMSELF OR HERSELF FROM THE MEETING ROOM WHILE THE REMAINING DIRECTORS DISCUSS AND VOTE ON SUCH MATTERS AND SAID EXCUSAL IS NOTED IN THE MINUTES OF THE MEETING. THIS CONFLICT OF INTEREST POLICY COVERS THE BOARD OF DIRECTORS AND IS MONITORED BY THE CHAIRMAN OF THE BOARD. ADDITIONALLY, A CONFLICT OF INTEREST POLICY IS COMPLETED ANNUALLY BY ALL SENIOR STAFF AND EXECUTIVES. THIS SECOND COI POLICY IS MONITORED BY THE CFO/COMPLIANCE OFFICER. IF A CONFLICT IS IDENTIFIED, THE EMPLOYEE DISCLOSES THE RELATIONSHIP TO THE VENDOR, ETC. AND THE CFO REVIEWS ALL DISCLOSURES TO DETERMINE IF ACTION IS NECESSARY. THOUGH A SITUATION HAS NOT ARISEN WHERE A CONFLICT WAS BEING VOTED ON, THE POLICY WOULD BE FOR THAT INDIVIDUAL TO ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 AFV INC., DBA BLUE SKIES OF TEXAS, ANNUALLY REVIEWS COMPENSATION FOR THE EXECUTIVE STAFF INCLUDING THE CEO, CFO, COO, AND CHSO. THE REVIEW INCLUDES THE RESULTS OF A WAGE AND BENEFIT SURVEY, PREPARED BY A THIRD PARTY ON A PERIODIC BASIS. THE BOARD APPROVES THE COMPENSATION OF THE CEO. FURTHERMORE, THE CEO APPROVES THE COMPENSATION FOR ALL THE REMAINING CORPORATE OFFICERS: CFO, CHSO, AND COO. THE HRO ASSISTS AS REQUESTED IN PROVIDING MARKET AND PROFESSIONAL COMPENSATION SURVEYS, SOME OF WHICH ARE COMPLETED BY CONSULTING AGENCIES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A: BLUE SKIES OF TEXAS AND ITS AFFILIATES SHARE A COMMON PAY MASTER FOR ITS EMPLOYEES. ALL PAYROLL RELATED EXPENSES ARE PAID FROM BST SENIOR LIVING WEST, INC (FEIN:74-2310549) AND DISTRIBUTED TO EACH AFFILIATE, AS APPROPRIATE. BST SENIOR LIVING WEST, INC. HAS COMPLIED WITH PAYROLL FILING REQUIREMENTS. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -143,284. BST WEST 12455 FREEDOM WAY SAN ANTONIO TX 782453526 742310549 SENIOR HOUSING AND SERVICES TX 501(C)(3) LINE 10 AFV INC DBA BLUE SKIES OF TEXAS 1 AIR FORCE VILLAGES CHARITABLE FOUNDATION 12455 FREEDOM WAY SAN ANTONIO TX 782453526 810620738 FUNDRAISING TX 501(C)(3) LINE 7 AFV INC DBA BLUE SKIES OF TEXAS 1 BST EAST 12455 FREEDOM WAY SAN ANTONIO TX 782453526 520801828 SENIOR HOUSING AND SERVICES TX 501(C)(3) LINE 10 AFV INC DBA BLUE SKIES OF TEXAS 1 BST HEALTH SERVICES CORP 12455 FREEDOM WAY SAN ANTONIO TX 782453526 861123806 SENIOR HOUSING AND SERVICES TX 501(C)(3) LINE 10 AFV INC DBA BLUE SKIES OF TEXAS 1 ALZHEIMER'S CARE & RESEARCH CENTER 12455 FREEDOM WAY SAN ANTONIO TX 782453526 742680553 SENIOR HOUSING AND SERVICES TX 501(C)(3) LINE 10 AFV INC DBA BLUE SKIES OF TEXAS 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 AIR FORCE VILLAGE CHARITABLE FOUNDATION C 2986502 CASH BST EAST B 384447 CASH BST WEST B 297555 CASH ALZHEIMER'S CARE AND RESEARCH CENTER B 695490 CASH BLUE SKIES OF TEXAS HEALTH SERVICES CORP B 424599 CASH ALZHEIMER'S CARE AND RESEARCH CENTER K 84000 CASH BST WEST K 416904 CASH BST EAST Q 2087452 CASH BST WEST Q 781136 CASH ALZHEIMER'S CARE AND RESEARCH CENTER Q 414829 CASH BLUE SKIES OF TEXAS HEALTH SERVICES CORP Q 1160695 CASH