2021-04-12T17:18:56-05:00 2020-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2019-07-01 562493445 AIR FORCE VILLAGES INC AIRF 2108386330 12455 FREEDOM WAY SAN ANTONIO TX 782453526 BRIAN ENGLUND TREASURER AND CFO 2108386330 2021-04-09 1 DAVID LOWENTHAL P00378651 3122071040 2021-04-09 2019 2022-09-23 18:48:47Z BLUE SKIES OF TEXAS LT GEN DARREL JONES 12455 FREEDOM WAY SAN ANTONIO TX 782453526 27871558 0 X WWW.BLUESKIESTX.ORG X 2005 TX AFV INC., DBA BLUE SKIES OF TEXAS IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 14 14 46 24 0 0 2008982 4788419 4298026 4095800 2546216 1681603 79 2100506 8853303 12666328 1962320 2975170 0 0 3324412 3183146 0 0 0 1240338 1978659 6527070 8136975 2326233 4529353 70855109 75534597 16908339 16373678 53946770 59160919 X AFV INC., DBA BLUE SKIES OF TEXAS IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 0 0 2975170 2975170 4096306 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 RESTURANT 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.BLUE SKIES OF TEXAS AND ITS AFFILIATES SHARE A COMMON PAY MASTER FOR ITS EMPLOYEES. ALL PAYROLL RELATED EXPENSES ARE PAID FROM THE BST WEST ENTITY AND DISTRIBUTED TO EACH AFFILIATE, AS APPROPRIATE. 2975170 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 66 0 1 46 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 LT GEN DARRELL JONES CEO 30.00 10.00 X 318677 0 6674 BRIAN ENGLUND CFO 30.00 10.00 X 197641 0 9797 WENDY CARPENTER CHSO 30.00 10.00 X 142784 0 8350 COL FREDERIC RYDER COO 30.00 10.00 X 137578 0 2958 LESLIE CISNEROS SR MARKETING REP 40.00 0.00 X 99942 0 1751 MAJ GEN GLEN SHAFFER CHAIR 2.00 2.00 X X 0 0 0 DR RAD EANES VICE-CHAIR 2.00 4.00 X X 0 0 0 STEVEN SHEPPARD SECRETARY 2.00 2.00 X X 0 0 0 COL BRUCE JOHNSTON SECRETARY- THRU 12/2019 2.00 0.00 X X 0 0 0 DR DIANA HENDERSON DIRECTOR 2.00 8.00 X 0 0 0 KATHY HOSTAGE DIRECTOR 2.00 6.00 X 0 0 0 COL HALIFAX KING DIRECTOR 2.00 8.00 X 0 0 0 LT COL ROBERT KRUGER DIRECTOR 2.00 4.00 X 0 0 0 JANICE LENZ DIRECTOR 2.00 4.00 X 0 0 0 COL DANIEL MEYERS DIRECTOR 2.00 0.00 X 0 0 0 COL JOSH MORAN DIRECTOR- THRU 12/2019 2.00 0.00 X 0 0 0 JAN OLSON DIRECTOR 2.00 2.00 X 0 0 0 COL LEN PROFENNA DIRECTOR 2.00 4.00 X 0 0 0 MAJ GEN JIM WHITMORE DIRECTOR 2.00 0.00 X 0 0 0 MAJ AL WESSON DIRECTOR 2.00 2.00 X 0 0 0 GEN ANGELA SALINAS DIRECTOR 2.00 2.00 X 0 0 0 896622 0 29530 5 0 1 0 MORRISON COMMUNITY LIVING P O BOX 102289 ATLANTA GA 303682289 DINING SERVICES 4109883 SELECT REHABILITATION P O BOX 71985 CHICAGO IL 606941985 REHABILITATION SERVICES 3108881 ALS CONSTRUCTION LLC 235 PR 2510 HONDO TX 78861 APT RENOVATION 2567766 CLEAN SCAPES P O BOX 203070 AUSTIN TX 787203070 LANDSCAPING 1138910 JOHNNY BALDERRAMA 1509 E COMMERCE ST SAN ANTONIO TX 78205 MISC CONSTRUCTION 1097264 49 4782909 5510 4788419 CORPORATE EXPENSE REIMBURSEMENT 623000 4095800 4095800 4095800 1302904 1302904 15583829 100 15205230 0 378599 100 378699 378699 LITIGATION SETTLEMENT 900099 2100000 2100000 MISCELLANEOUS REVENUE 623000 506 506 2100506 12666328 4096306 0 3781603 2975170 2975170 926152 926152 2192179 2192179 38999 38999 -169147 -169147 194963 194963 886124 886124 120120 120120 203266 203266 604459 604459 50287 50287 647977 647977 14828 14828 14301 14301 111826 111826 96184 96184 MARKETING ALLOCATION -770713 -770713 8136975 2975170 5161805 0 325868 3981664 2032 3534905 1802535 1855266 113036 131925 1791131 989892 478087 801239 67650568 64753225 482983 476373 70855109 75534597 3131821 4299525 598001 818070 13178517 11256083 16908339 16373678 X 34067032 38354617 19879738 20806302 53946770 59160919 70855109 75534597 X 4529353 757399 -72603 X 0 1 X 1 0 X X X 4 BLUE SKIES OF TEXAS EAST 520801828 10 1 30291 0 BLUE SKIES OF TEXAS WEST 742310549 10 1 10923 0 ALZHEIMER'S CARE AND RESEARCH CENTER 742680553 10 1 2255771 0 BLUE SKIES OF TEXAS HEALTH SERVICES CORP 861123806 10 1 567050 0 4 2864035 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 6813535 41523 121427 462052 6514433 7059624 16766 200261 463116 6813535 6456875 16033 510453 76263 7059624 6286958 890274 -720357 6456875 6511750 30294 -255086 6286958 0.00000 0.85870 0.14130 0 1 1 1791131 989892 801239 801239 ACCOUNTS PAYABLE - AFFILIATES 11256083 11256083 PART V, LINE 4: THE ORGANIZATION'S 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) 567050 CASH WIDOWS ASSISTANCE, BUILDING, RESEARCH BST WEST 12455 FREEDOM WAY SAN ANTONIO TX 78245 742310549 501(C)(3) 10923 CASH WIDOWS ASSISTANCE, BUILDING, RESEARCH BST EAST 12455 FREEDOM WAY SAN ANTONIO TX 78245 520801828 501(C)(3) 30291 CASH WIDOWS ASSISTANCE, BUILDING, RESEARCH ALZHEIMER'S CARE & RESEARCH CENTER 12455 FREEDOM WAY SAN ANTONIO TX 78245 742680553 501(C)(3) 2255771 CASH WIDOWS ASSISTANCE, BUILDING, RESEARCH 4 0 HAGUER SCHOLARSHIPS 2 2250 PART I, LINE 2: THE ORGANIZATION REVIEWS THE ASSETS AND EXPENSES OF WIDOWS AND BASED ON THE LIMITS AND POLICIES OF THE ASSISTANCE, THEY DETERMINE WHO WOULD BE ELIGIBLE, OR CONTINUE TO BE ELIGIBLE FOR ASSISTANCE. THE POLICY IS REVIEWED ANNUALLY, WITH THE LAST REVIEW IN APRIL 2020. THE BANK STATEMENTS AND TAX DOCUMENTS OF THE POTENTIALLY QUALIFYING WIDOWS ARE REVIEWED FOR CONFIRMATION OF QUALIFICATION. IN THE EVENT THAT A WIDOW RECEIVES ASSISTANCE AND THEY DO NOT QUALIFY, THE WIDOW MUST PAY BACK THE ASSISTANCE RECEIVED. 1 X X X 0 0 0 0 0 0 0 0 0 LT GEN DARRELL JONES CEO 318677 0 0 0 0 0 5636 0 1038 0 325351 0 0 0 BRIAN ENGLUND CFO 197575 0 0 0 66 0 3709 0 6088 0 207438 0 0 0 WENDY CARPENTER CHSO 135350 0 0 0 7434 0 1125 0 7225 0 151134 0 0 0 PART I, LINE 3 AFV INC., DBA BLUE SKIES OF TEXAS, ANNUALLY REVIEWS COMPENSATION FOR THE THE REVIEW INCLUDES A WAGE AND BENEFIT SURVEY CONDUCTED PERIODICALLY BY A THE COMPENSATION OF THE CEO. A WAGE AND BENEFIT SURVEY WAS LAST COMPLETED EXECUTIVE STAFF OF THE RELATED ORGANIZATION INCLUDING THE CEO, CFO AND COO. THIRD PARTY. THE BOARD OF AFV INC., DBA BLUE SKIES OF TEXAS, THEN APPROVES IN MAY OF 2020 FOR EXECUTIVES AND OFFICERS ONLY. 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 OF THE RELATED ORGANIZATION INCLUDING THE CEO, CFO, COO, AND CHSO. THE REVIEW INCLUDES THE RESULTS OF A WAGE AND BENEFIT SURVEY, PREPARED BY A THIRD PARTY. A WAGE AND BENEFIT SURVEY WAS LAST COMPLETED IN MAY OF 2020 FOR EXECUTIVES AND OFFICERS ONLY. 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 XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -72,603. 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 4782909 CASH BST EAST B 30291 CASH BST WEST B 10923 CASH ALZHEIMER'S CARE AND RESEARCH CENTER B 2255771 CASH BLUE SKIES OF TEXAS HEALTH SERVICES CORP B 567050 CASH ALZHEIMER'S CARE AND RESEARCH CENTER K 84000 CASH BST WEST K 106920 CASH BST EAST Q 666357 CASH ALZHEIMER'S CARE AND RESEARCH CENTER Q 371379 CASH BLUE SKIES OF TEXAS HEALTH SERVICES CORP Q 1218884 CASH BST WEST Q 1769180 CASH