2016-05-13T16:14:02-05:00 2015-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2014-07-01 562493445 AIR FORCE VILLAGES INC AIRF 2108386330 12455 FREEDOM WAY SAN ANTONIO TX 78245 BRIAN ENGLUND TREASURER AND CFO 2108386330 2016-05-12 1 DAVID LOWENTHAL CPA P00378651 3122071040 2016-05-09 2014 2016-08-17 19:52:53Z BLUE SKIES OF TEXAS LT GEN LOYD S UTTERBACK 5100 JOHN D RYAN BLVD SAN ANTONIO TX 78245 21495991 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. 17 17 33 15 0 0 2854026 2520821 2253036 2583056 3088987 2426389 75920 39233 8271969 7569499 2636234 2597707 0 0 2049481 2218078 0 0 0 656528 707959 5342243 5523744 2929726 2045755 64274042 61406156 23434536 20667945 40839506 40738211 X AFV INC., DBA BLUE SKIES OF TEXAS IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 0 0 2597707 2597707 2622289 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 EAST AND BST WEST OWN AND OPERATE THE INDEPENDENT AND ASSISTED-LIVING COMPONENTS OF THE CONTINUUM OF CARE. AFV II CONSISTS OF 428 INDEPENDENT LIVING UNITS, A 34-UNIT ASSISTED-LIVING FACILITY KNOWN AS LIBERTY HOUSE, AND OWNS, BUT LEASES TO AFV HEALTH SERVICES, INC, A 47-BED HEALTHCARE CENTER, KNOWN AS THE VISTA, IN BEXAR COUNTY, TEXAS.BST WEST CONSISTS OF 4 RESIDENTIAL MID-RISE TOWERS WITH 204 APARTMENTS; 195 GARDEN HOMES IN DUPLEX CONFIGURATION; 27 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 218 APARTMENTS; THREE FREE-STANDING APARTMENT BUILDINGS CALLED THE HILL RESIDENCES CONSISTING OF 36 TOTAL APARTMENTS; 48 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.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. 2597707 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 54 0 1 33 1 0 0 0 0 0 0 0 0 0 0 X 17 17 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 78250 MAJ GEN BRUCE SMITH CHAIR 2.00 0.00 X X 0 0 0 MARILYN LOONEY VICE-CHAIR 2.00 0.00 X X 0 0 0 COL HALIFAX KING DIRECTOR (BEG. 8/2014) 2.00 8.00 X 0 0 0 BRIG GEN DAVID YOUNG DIRECTOR 2.00 4.00 X 0 0 0 LT GEN TOMMY THOMSON DIRECTOR 2.00 2.00 X 0 0 0 LT COL KAREN CANNON DIRECTOR 2.00 4.00 X 0 0 0 LT GEN GLEN SHAFFER DIRECTOR 2.00 0.00 X 0 0 0 LT COL JERRY HARDY MEMBER AT LARGE 2.00 0.00 X 0 0 0 COL DANIEL MEYERS DIRECTOR (BEG. 8/2014) 2.00 0.00 X 0 0 0 COL JOSH MORAN DIRECTOR 2.00 0.00 X 0 0 0 MAJ GEN JIM WHITMORE DIRECTOR 2.00 0.00 X 0 0 0 DR RAD EANES III DIRECTOR (BEG. 8/2014) 2.00 8.00 X 0 0 0 LT COL ROBERT KRUGER DIRECTOR 2.00 4.00 X 0 0 0 COL BRUCE JOHNSTON SECRETARY 2.00 0.00 X 0 0 0 HOLLY JONES DIRECTOR (BEG. 8/2014) 2.00 4.00 X 0 0 0 CAPT BILL KNEHANS DIRECTOR 2.00 6.00 X 0 0 0 BRIG GEN BOB MURDOCK MEMBER AT LARGE 2.00 4.00 X 0 0 0 JANICE LENZ DIRECTOR (BEG. 8/2014) 2.00 0.00 X 0 0 0 HERB MANUAL HONARY MEMBER 2.00 0.00 X 0 0 0 JAMES KECK MEMBER AT LARGE 2.00 2.00 X 0 0 0 JOANN RICHARDSON MEMBER AT LARGE 2.00 2.00 X 0 0 0 CHARLOTTE AUTERY DIRECTOR (THRU 8/2014) 2.00 0.00 X 0 0 0 BOB PROVINES DIRECTOR (THRU 8/2014) 2.00 0.00 X 0 0 0 LT GEN LOYD S UTTERBACK CEO 30.00 10.00 X 209026 0 460 BRIAN ENGLUND CFO 30.00 10.00 X 176616 0 4755 FREDERICK RYDER COO 30.00 10.00 X 98854 0 460 WENDY CARPENTER HCO DIRECTOR 2.00 38.00 X 114759 0 0 599255 0 5675 3 0 1 0 SODEXO INC AND AFFILIATES 16010 UNIVERSITY OAK 500 ROSS STREE PITTSBURG PA 15262 FOOD SERVICE CONTRACTOR 3140428 LEONARD CONTRACTING INC 16010 UNIVERSITY OAK STE 100 SAN ANTONIO TX 78249 MX CONTRACTOR 1622062 JOHNNY BALDERRAMA 1509 E COMMERCE STREET SAN ANTONIO TX 78205 CONTRACTOR 1140607 ALS CONSTRUCTION 235 PR2510 HONDO TX 78861 MX CONTRACTOR 1048808 CLEANSCAPES P O BOX 203070 AUSTIN TX 78720 MX CONTRACTOR 974574 18 2520821 2520821 CORPORATE EXPENSE REIMBURSEMENT 623000 2583056 2583056 2583056 1426776 1426776 14926105 13926492 999613 999613 999613 MISCELLANEOUS REVENUE 623000 39233 39233 39233 7569499 2622289 0 2426389 2580236 2580236 17471 17471 507223 507223 1474027 1474027 99808 99808 137020 137020 42829 42829 184471 184471 462239 462239 386871 386871 21205 21205 397889 397889 4275 4275 45486 45486 91177 91177 49807 49807 MARKETING ALLOCATION -978290 -978290 5523744 2597707 2926037 0 1886855 2249612 39535 1722975 1715472 120059 62218 1042094 627072 368943 415022 59670755 56448172 504455 476125 64274042 61406156 2348814 2019407 0 15917 19412003 18429319 275961 308697 1397758 -105395 23434536 20667945 X 26378867 25946767 9665298 10000141 4795341 4791303 40839506 40738211 64274042 61406156 X 2045755 -1968666 -178384 X X 0 1 X 1 0 X X X 4 BLUE SKIES OF TEXAS EAST 520801828 9 1 147118 0 BLUE SKIES OF TEXAS WEST 742310549 9 1 535349 0 ALZHEIMER'S CARE AND RESEARCH CENTER 742680553 7 1 529072 0 BLUE SKIES OF TEXAS HEALTH SERVICES CORP 861123806 7 1 1222451 0 4 2433990 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 6351080 43751 116919 6511750 5569092 43813 738175 6351080 5092463 39738 436891 5569092 4991990 73398 27075 5092463 4241978 71729 678283 4991990 0.64790 0.35210 0 0 883417 627072 256345 158677 158677 415022 ACCOUNTS PAYABLE - AFFILIATE -105395 -105395 X PART V, LINE 4: AFV INC., DBA BLUE SKIES OF TEXAS HOLDS THE ENDOWMENT FOR THE BENEFIT OF ITS AFFILIATED ORGANIZATIONS. THE ORGANIZATION'S ENDOWMENT INCLUDES FUNDS ESTABLISHED FOR THE PURPOSE OF INDIGENT ASSISTANCE, NURSING RESEARCH, AND EDUCATIONAL SCHOLARSHIPS. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2012. 1 BLUE SKIES OF TEXAS HEALTH SERVICES CORP 5100 JOHN D RYAN BLVD SAN ANTONIO TX 78245 861123806 501(C)(3) 1222451 WIDOWS ASSISTANCE, BUILDING, RESEARCH BEST WEST 5100 JOHN D RYAN BLVD SAN ANTONIO TX 78245 742310549 501(C)(3) 535349 WIDOWS ASSISTANCE, BUILDING, RESEARCH BST EAST 5100 JOHN D RYAN BLVD SAN ANTONIO TX 78245 520801828 501(C)(3) 147118 WIDOWS ASSISTANCE, BUILDING, RESEARCH ALZHEIMER'S CARE & RESEARCH CENTER 5100 JOHN D RYAN BLVD SAN ANTONIO TX 78245 742680553 501(C)(3) 529072 WIDOWS ASSISTANCE, BUILDING, RESEARCH 4 0 MARY OPAL WOLANIN ENDOWMENT (NURSING EDUCATION) 8 13471 COL RICHARD W. HAGAUER SCHOLARSHIP FUND (EE/DEPENDENT CONTINUING EDUCATION) 2 4000 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 FEBRUARY OF 2015. 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. X 1 1 X X X 0 0 0 0 0 0 0 0 0 LT GEN LOYD S UTTERBACK CEO 174810 0 25000 0 9216 0 0 0 460 0 209486 0 0 0 BRIAN ENGLUND CFO 160565 0 10000 0 6051 0 0 0 4755 0 181371 0 0 0 PART I, LINE 1A THE FOLLOWING AMOUNTS OF DISCRETIONARY SPENDING WAS TAXABLE TO THE EMPLOYEE: LLOYD UTTERBACK- $2,341 BRIAN ENGLUND- $2,736 THESE DISCRETIONARY WAGES SPECIFICALLY RELATE TO REIMBURSED EXPENSES INCLUDING WORK CELL PHONE CHARGES, OFFICE LUNCHEONS, AND SUBSCRIPTIONS FEES. FORM 990, PART VI, SECTION A, LINE 7A EACH OF THE SUPPORTED ORGANIZATIONS SHALL APPOINT TWO DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 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 INTERNAL AUDITOR AND 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 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. A WAGE AND BENEFIT SURVEY WAS LAST COMPLETED IN APRIL OF 2014. 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 SPLIT INTEREST -178,384. FORM 990, PART XII, LINE 2C: THE FINANCIAL STATEMENT AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BST WEST 5100 JOHN D RYAN BOULEVARD SAN ANTONIO TX 782453527 742310549 SENIOR HOUSING AND SERVICES TX 501(C)(3) LINE 9 AFV INC DBA BLUE SKIES OF TEXAS 1 AIR FORCE VILLAGES CHARITABLE FOUNDATION 5100 JOHN D RYAN BOULEVARD SAN ANTONIO TX 782453527 810620738 FUNDRAISING TX 501(C)(3) LINE 7 AFV INC DBA BLUE SKIES OF TEXAS 1 BST EAST 5100 JOHN D RYAN BOULEVARD SAN ANTONIO TX 782453527 520801828 SENIOR HOUSING AND SERVICES TX 501(C)(3) LINE 9 AFV INC DBA BLUE SKIES OF TEXAS 1 BST HEALTH SERVICES CORP 5100 JOHN D RYAN BOULEVARD SAN ANTONIO TX 782453527 861123806 SENIOR HOUSING AND SERVICES TX 501(C)(3) LINE 7 AFV INC DBA BLUE SKIES OF TEXAS 1 ALZHEIMER'S CARE & RESEARCH CENTER 5100 JOHN D RYAN BOULEVARD SAN ANTONIO TX 782453527 742680553 SENIOR HOUSING AND SERVICES TX 501(C)(3) LINE 7 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 2520821 CASH BLUE SKIES OF TEXAS HEALTH SERVICES CORP B 1222451 CASH BST WEST B 535349 CASH BST EAST B 147118 CASH ALZHEIMER'S CARE AND RESEARCH CENTER B 529072 CASH BST WEST K 106920 CASH ALZHEIMER'S CARE AND RESEARCH CENTER K 84000 CASH BST EAST Q 933591 CASH BST WEST Q 1787543 CASH ALZHEIMER'S CARE AND RESEARCH CENTER Q 373324 CASH BLUE SKIES OF TEXAS HEALTH SERVICES CORP Q 958602 CASH