2025-05-07T13:32:15-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-07-01 562493445 AIR FORCE VILLAGES INC AIRF 2108386330 12455 FREEDOM WAY SAN ANTONIO TX 782453526 AMY LYONS CHIEF FINANCIAL OFFICER 2108386330 2025-05-07 1 1 DAVID LOWENTHAL P00378651 3122071040 2025-05-06 2023 2025-03-06 01:10:19Z BLUE SKIES OF TEXAS LT GEN DARREL JONES 12455 FREEDOM WAY SAN ANTONIO TX 782453526 16108896 0 X WWW.BLUESKIESOFTEXAS.ORG X 2005 TX THE ORGANIZATION IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 18 18 33 48 0 0 3436441 328694 4765074 7331804 1740567 726864 3243807 55269 13185889 8442631 1591963 10696 0 0 3346761 3694745 0 0 319307 2006756 3938850 6945480 7644291 6240409 798340 29114042 39257466 1001302 8427622 28112740 30829844 X AFV INC., DBA BLUE SKIES OF TEXAS IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 0 0 828393 10696 7387073 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 200 APARTMENTS; 187 GARDEN HOMES IN DUPLEX CONFIGURATION; 49 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 224 APARTMENTS; THREE FREE-STANDING APARTMENT BUILDINGS CALLED THE HILL RESIDENCES CONSISTING OF 32 TOTAL APARTMENTS; 21 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 80-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. 828393 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 64 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X AMY LYONS CFO 2108386332 12455 FREEDOM WAY SAN ANTONIO TX 78245 X MAJ GEN GLEN SHAFFER CHAIR - THRU 12/23 2.00 0.00 X X 0 0 0 BRIG GEN CHUCK POTTER CHAIR -BEG 1/24 2.00 0.00 X X 0 0 0 DIANE BIERY MD VICE CHAIR/ SECRETARY 2.00 4.00 X X 0 0 0 MRS HELEN BRYAN DIRECTOR - BEG 12/24 2.00 4.00 X 0 0 0 MR MICHAEL DUBENSKY DIRECTOR 2.00 0.00 X 0 0 0 MAJ GEN AL FLOWERS DIRECTOR 2.00 0.00 X 0 0 0 COL ROGER HANSEN DIRECTOR 2.00 4.00 X 0 0 0 MRS KATHY HOSTAGE DIRECTOR 2.00 4.00 X 0 0 0 MR RICHARD KARDYS DIRECTOR 2.00 0.00 X 0 0 0 LT COL DR ROBERT KRUGER DIRECTOR - BEG 11/23 2.00 4.00 X 0 0 0 COL STEVE MEIGS DIRECTOR - BEG 1/24 2.00 4.00 X 0 0 0 COL DANIEL MEYERS DIRECTOR 2.00 0.00 X 0 0 0 COL JOSH MORAN DIRECTOR - BEG 1/24 2.00 4.00 X 0 0 0 MSG JAN OLSEN DIRECTOR 2.00 4.00 X 0 0 0 COL DR LEN PROFENNA DIRECTOR 2.00 4.00 X 0 0 0 MAJ GEN GARRY SCHNELZER DIRECTOR 2.00 0.00 X 0 0 0 MAJGEN ANGELA SALINAS DIRECTOR 0.00 0.00 X 0 0 0 COL BRUCE WILCOX RESIDENT COUNCIL INVITEE 2.00 4.00 X 0 0 0 JOANN GONZALES RESIDENT COUNCIL INVITEE - BEG 1/24 2.00 4.00 X 0 0 0 SMS JACK CHURCH RESIDENT COUNCIL INVITEE -THRU 12/23 2.00 4.00 X 0 0 0 LT GEN DARRELL JONES CHIEF EXECUTIVE OFFICER 2.00 38.00 X 0 371877 3740 BRIAN ENGLUND CHIEF FINANCIAL OFFICER-THRU 6/24 2.00 38.00 X 0 249615 12776 AMY LYONS CHIEF FINANCIAL OFFICER - BEG 6/24 2.00 38.00 X 0 0 0 COL FREDERIC RYDER CHIEF OPERATIONS OFFICER-THRU 12/23 2.00 38.00 X 0 166003 1669 HEATHER RANSOM CHIEF OPERATING OFFICER 2.00 38.00 X 0 81636 804 ALETHEA KNIGHT CHS OFFICER - THRU 12/23 2.00 38.00 X 0 142080 12512 SARAH MANZKE CHIEF GROWTH OFFICER 2.00 38.00 X 0 115736 1162 KATHLEEN BOWMAN ESTRADA DIRECTOR, HUMAN RESOURCES- THRU 12/24 2.00 38.00 X 0 132698 1332 LESLIE CISNEROS SR. MARKETING COUNSELOR 2.00 38.00 X 0 122768 0 ALFREDO CERVERA MARKETING COUNSELOR 2.00 38.00 X 0 108604 0 HEATHER RYNIKER DIRECTOR OF FINANCE 2.00 38.00 X 0 113396 928 SALLY KELLY-RANK ADMINISTRATOR, THE MISSION 2.00 38.00 X 0 105511 24544 0 1709924 59467 0 0 1 0 MORRISON COMMUNITY LIVING 400 NORTHRIDGE ROAD ATLANTA GA 30350 DINING SERVICES 3952086 JUST COMPANY PO BOX 33086 SAN ANTONIO TX 78265 CONSTRUCTION/REMODELING SERVICES 3471515 SELECT REHABILITATION 2600 COMPASS ROAD GLENVIEW IL 60026 REHABILITATION SERVICES 2413525 ALS CONSTRUCTION LLC 235 PR 2510 HONDO TX 78861 CONSTRUCTION/REMODELING SERVICES 2339538 AMERICAN HOMES ROOFING 8711 FINLANDIA GAP SAN ANTONIO TX 78251 CONSTRUCTION/REMODELING SERVICES 2155969 31 328694 328694 CORPORATE EXPENSE REIMBURSEMENT 623000 7331804 7331804 7331804 1229913 1229913 7063406 99810 7666265 0 -602859 99810 -503049 -503049 OTHER INCOME 623000 55269 55269 55269 8442631 7387073 0 726864 10696 10696 627311 627311 2632583 2507215 125368 21078 20064 1014 190091 175874 14217 223682 214761 8921 122189 119836 2353 62363 62363 446799 415403 31396 906660 611861 293428 1371 590534 527203 63331 505133 505133 605674 191424 412656 1594 14591 13960 631 47181 40607 6574 224833 224833 3699 3699 CONTRACT LABOR 315772 315772 RESIDENT OCCUPANCY 93422 14412 16473 62537 7644291 828393 6496591 319307 2094431 3381929 2115 2115 1564076 4223822 -254851 -81845 3073530 1692201 600337 1381329 25107934 30350116 0 29114042 39257466 1365321 1485977 0 0 -364019 6941645 1001302 8427622 X 28112740 30829844 0 0 28112740 30829844 29114042 39257466 798340 1918766 0 X 0 1 X 1 0 X X X 5 BST SENIOR LIVING EAST INC 520801828 10 1 0 0 BST SENIOR LIVING WEST INC 742310549 10 1 0 0 ALZHEIMER'S CARE & RESEARCH CENTER FOUNDATION 742680553 10 1 0 0 BLUE SKIES OF TEXAS HEALTH SERVICES CORP 861123806 10 1 0 0 AIR FORCE VILLAGES CHARITABLE FOUNDATION 810620738 10 1 0 0 5 0 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 0.00000 0.00000 0.00000 521346 155445 365901 2552184 1536756 1015428 1381329 ACCOUNTS PAYABLE - AFFILIATES 6941645 6941645 PART V, LINE 4: AIR FORCE VILLAGES, INC HELD 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. FOR FY 2024, THE ENDOWMENT FUND WAS TRANSFERRED TO RELATED ORGANIZATION, AIR FORCE VILLAGES CHARITABLE FOUNDATION. GOING FORWARD, THE ENDOWMENT FUND WILL BE REPORTED ON AIR FORCE VILLAGES CHARITABLE FOUNDATION'S TAX RETURN. 1 EMPLOYEE EMERGENCY FUND- ASSISTANCE 10 10696 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 LT GEN DARRELL JONES CHIEF EXECUTIVE OFFICER 0 361795 0 10000 0 82 0 3740 0 0 0 375617 0 0 BRIAN ENGLUND CHIEF FINANCIAL OFFICER-THRU 6/24 0 249590 0 0 0 25 0 2551 0 10225 0 262391 0 0 COL FREDERIC RYDER CHIEF OPERATIONS OFFICER-THRU 12/23 0 155978 0 10000 0 25 0 1669 0 0 0 167672 0 0 ALETHEA KNIGHT CHS OFFICER - THRU 12/23 0 142001 0 0 0 79 0 0 0 12512 0 154592 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 THE CHIEF EXECUTIVE OFFICER RECEIVED A BONUS BASED ON PERFORMANCE AND FINANCIAL RESULTS. DISCRETIONARY BONUSES ARE DESIGNED TO REWARD EXCEPTIONAL LEADERSHIP AND CONTRIBUTIONS TO BLUE SKIES OF TEXAS' SUCCESS. THE BONUS AMOUNT IS DETERMINED ANNUALLY BY THE CHAIR OF THE BOARD OF DIRECTORS, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, CONSIDERING THE CHIEF EXECUTIVE OFFICER'S ACHIEVEMENTS, STRATEGIC DIRECTION AND OVERALL IMPACT ON BLUE SKIES OF TEXAS' GOALS AND OBJECTIVES. 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. 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. BST SENIOR LIVING WEST INC 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 SENIOR LIVING EAST INC 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 FOUNDATION 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 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 AIR FORCE VILLAGE CHARITABLE FOUNDATION C 328694 CASH ALZHEIMER'S CARE & RESEARCH CENTER FOUNDATION K 84000 CASH BST SENIOR LIVING WEST INC K 304320 CASH BST SENIOR LIVING WEST INC Q 2955565 CASH BST SENIOR LIVING EAST INC Q 1555515 CASH ALZHEIMER'S CARE & RESEARCH CENTER FOUNDATION Q 543075 CASH BST HEALTH SERVICES CORP Q 2277652 CASH