2013-02-13T13:14:04-06:00 2012-06-30 381357951 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2011-07-01 562493445 AIR FORCE VILLAGES INC AIRF 2108386330 12455 FREEDOM WAY SAN ANTONIO TX 782453526 BRIAN ENGLUND 2108386330 2013-02-08 1 SUSAN MIENCIER CPA P00842339 2483522500 2011 2016-02-25 16:41:14Z LT GEN LOYD S UTTERBACK 5100 JOHN D RYAN BLVD SAN ANTONIO TX 78245 50105187 0 X WWW.AFVILLAGES.ORG X 2005 TX AFV IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 23 23 0 23 0 0 4390662 2165540 3538721 3176991 3227992 2809073 773 167814 11158148 8319418 1535902 2391917 0 0 1938616 1976908 0 0 0 2057714 1856305 5532232 6225130 5625916 2094288 334441020 471269342 305296948 441991354 29144072 29277988 THE AIR FORCE VILLAGES ARE DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 0 0 2391917 2391917 3240089 THE AIR FORCE VILLAGES ARE DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 2391917 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 68 0 1 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 TX X BRIAN ENGLUND 2108386332 12455 FREEDOM WAY SAN ANTONIO TX 78250 X BRIG GEN PATRICK ADAMS 2.00 X X 0 0 0 CYNTHIA HORNBURG 2.00 X X 0 0 0 COL JAMES CONCANNON 2.00 X 0 0 0 LT COL JERRY HARDY 2.00 X 0 0 0 LT GEN JOHN JACKSON 2.00 X 0 0 0 COL BRUCE JOHNSTON 2.00 X 0 0 0 MARILYN LOONEY 2.00 X 0 0 0 COL JIM MCNICHOLAS 2.00 X 0 0 0 BRIG GEN ROBERT MURDOCK 2.00 X 0 0 0 JOANN RICHARDSON 2.00 X 0 0 0 COL JOSH MORAN 2.00 X 0 0 0 MAJ GEN BRUCE SMITH 2.00 X 0 0 0 BRID GEN DAVID YOUNG 2.00 X 0 0 0 LT GEN TOMMY THOMSON 2.00 X 0 0 0 CHARLOTTE AUTERY 2.00 X 0 0 0 LT COL KAREN CANNON 2.00 X 0 0 0 LT GEN GLEN SHAFFER 2.00 X 0 0 0 MAJ GEN HERB EMANUEL 2.00 X 0 0 0 COL ROBERT PROVINES 2.00 X 0 0 0 DEBBY HEPBURN 2.00 X 0 0 0 LT GEN JAMES KECK 2.00 X 0 0 0 TERESA RICE 2.00 X 0 0 0 LT GEN CHIP ROADMAN 2.00 X 0 0 0 MR BRUCE HOFF 2.00 X 0 0 0 FREDERICK RYDER 30.00 X 93358 0 4026 LT GEN LOYD S UTTERBACK 30.00 X 184557 0 1114 ANDRE F HAWKINS 30.00 X 149072 0 4022 BRIAN ENGLUND 30.00 X 49427 0 5403 WENDY CARPENTER 40.00 X 110787 0 11529 587201 0 26094 3 0 1 0 SODEXO INC AND AFFILIATES 9801 WASHINGTONIAN BLVD GAITHERSBURG MD 20878 FOOD SERVICE CONTRACTOR 2942882 SITTERLE HOMES LTD 2015 EVANS ROAD SUITE 100 SAN ANTONIO TX 78258 RH BUILDER 1136505 KINDRED REHABILITATION 700 WEST 45TH STREET AUSTIN TX 78751 HSC REHAB 1116094 JOHNNY BALDERRAMA 1509 E COMMERCE STREET SAN ANTONIO TX 78205 CONSTRUCTION 973526 VANGUARD RESOURCES INC 17300 HENDERSON PASS SAN ANTONIO TX 78232 MX CONTRACTOR 855745 21 2165540 2165540 CORPORATE EXPENSE REIM 623000 3176991 3176991 3176991 1824630 1824630 42770212 41785769 984443 984443 984443 CLASS ACTION LAWSUIT 623000 104716 104716 MISCELLANEOUS REVENUE 623000 63098 63098 167814 8319418 3240089 0 2913789 2391917 2391917 512915 512915 1238014 1238014 98694 98694 127285 127285 28350 28350 200625 200625 423566 423566 195076 195076 272831 272831 32702 32702 325384 325384 11717 11717 38968 38968 143829 143829 52859 52859 BAD DEBT 130398 130398 6225130 2391917 3833213 0 450 7164655 3347674 260805903 410276318 89818 86583 896158 351758 5977005 544400 56934657 60403189 79710 334441020 471269342 2406786 2458454 20907215 20698748 272176 165556 281710771 418668596 305296948 441991354 X 17103770 17545792 7913641 7523938 4126661 4208258 29144072 29277988 334441020 471269342 X 2094288 -1960372 X X 0 1 1 X 0 X X X 0 0 0 AIR FORCE VILLAGE FOUNDATION 520801828 9 1 1 1 1306522 AIR FORCE VILLAGE II 742310549 9 1 1 1 229402 ALZHEIMER'S CARE AND RESEARCH CENTER 742680553 9 1 1 1 599528 AIR FORCE VILLAGE HEALTH SERVICE CORP 861123806 9 1 1 1 256465 4 2391917 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4991990 73398 27075 5092463 4241978 71729 678283 4991990 3897186 52119 400013 107340 4241978 0.80000 0.20000 0 0 579969 351758 228211 316189 316189 544400 ACCOUNTS PAYABLE- AFFILIATE 418668596 418668596 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: AIR FORCE VILLAGE, INC. 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012 AND 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS FOR THE 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, 2009. 1 AIR FORCE VILLAGE HEALTH SERVICES CORPORATION 5100 JOHN D RYAN BLVD SAN ANTONIO TX 78245 861123806 501(C)(3) 256465 CASH WIDOWS ASSISTANCE, BUILDING, RESEARCH AIR FORCE VILLAGE II INC 5100 JOHN D RYAN BLVD SAN ANTONIO TX 78245 742310549 501(C)(3) 229402 CASH WIDOWS ASSISTANCE, BUILDING, RESEARCH AIR FORCE VILLAGE FOUNDATION 5100 JOHN D RYAN BLVD SAN ANTONIO TX 78245 520801828 501(C)(3) 1306522 CASH WIDOWS ASSISTANCE, BUILDING, RESEARCH ALZHEIMER'S CARE & RESEARCH CENTER 5100 JOHN D RYAN BLVD SAN ANTONIO TX 78245 742680553 501(C)(3) 599528 CASH WIDOWS ASSISTANCE, BUILDING, RESEARCH 4 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 OF 2012. 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 X 1 1 X X X 0 0 0 0 0 0 0 0 0 LT GEN LOYD S UTTERBACK 184557 0 0 0 0 0 414 0 700 0 185671 0 0 0 ANDRE F HAWKINS 146838 0 0 0 2234 0 790 0 3232 0 153094 0 0 0 PART I, LINE 1A AIR FORCE VILLAGES, INC ANNUALLY REVIEWS COMPENSATION FOR THE EXECUTIVE STAFF OF THE ORGANIZATION INCLUDING THE CEO, CFO, AND COO. THE BOARD REVIEWS THE RESULTS OF THE WAGE AND BENEFIT SURVEY, PREPARED BY A THIRD PARTY. THE CHAIRMAN OF THE BOARD APPROVES THE COMPENSATION AFTER THIS REVIEW AND THIS IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE SURVEY FOR THE TAX YEAR WAS COMPLETED IN APRIL OF 2012. HEALTH CLUB DUES WE PAID TO THE CFO, ANDRE F HAWKINS, AND WERE INCLUDED IN HIS DISCRETIONARY SPENDING COMPENSATION. THE FOLLOWING AMOUNTS OF DISCRETIONARY SPENDING WAS TAXABLE TO THE EMPLOYEE: ANDRE HAWKINS- $2,234 BRIAN ENGLUND- $11,786 KATE BLOSCH EMPLOYEE OF AFV INC AND DAUGHTER OF COO 33832 DIRECTOR OF CHILDCARE CENTER 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE TWO CLASSES OF MEMBERS: SPONSOR MEMBERS AND LIFE MEMBERS. MEMBERS SHALL NOT HAVE VOTING RIGHTS. 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 REVIEW OF ALL FORMS 990 IS PERFORMED BY THE CHIEF FINANCIAL OFFICER PRIOR TO FILING. 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 AIR FORCE VILLAGES, INC ANNUALLY REVIEWS COMPENSATION FOR THE EXECUTIVE STAFF OF THE INCLUDING THE CEO, CFO AND COO. THE BOARD REVIEWS THE RESULTS OF THE WAGES AND BENEFIT SURVEY, PREPARED BY A THIRD PARTY. THE CHAIRMAN OF THE BOARD APPROVES THE COMPENSATION AFTER THIS REVIEW AND THIS IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE PROCESS WAS LAST COMPLETED IN MAY 2012. 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: SOME INDIVIDUALS ON PART VII DEVOTED TIME TO A RELATED ORGANIZATION FOR THE FISCAL YEAR ENDING JUNE 30, 2012 THOSE HOURS AND INDIVIDUALS ARE LISTED AS FOLLOWS: BRIAN ENGLUND- 10 HOURS GENERAL UTTERBACK- 10 HOURS ANDRE HAWKINS- 10 HOURS COLONEL FREDERICK RYDER- 10 HOURS BRIG GEN PATRICK ADAMS- 10 HOURS CYNTHIA HORNBURG- 4 HOURS COL JIM CONCANNON- 4 HOURS LT COL JERRY HARDY- 2 HOURS COL BRUCE JOHNSTON- 4 HOURS MARILYN LOONEY- 2 HOURS COL JAMES MCNICHOLAS- 2 HOURS BRIG GEN ROBERT MURDOCK- 4 HOURS JOANN RICHARDSON- 2 HOURS COL JOSH MORAN-4 HOURS MAJ GEN BRUCE SMITH- 4 HOURS BRIG GEN DAVID YOUNG- 4 HOURS LT GEN TOMMY THOMSON- 2 HOURS CHARLOTTE AUTERY-2 HOURS LT COL KAREN CANNON- 2 HOURS MAJ GEN HERB EMANUEL- 2 HOURS LT GEN CHIP ROADMAN- 2 HOURS BRUCE HOFF- 2 HOURS CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -2,016,853. CHANGE IN SPLIT INTERST 56,481. TOTAL TO FORM 990, PART XI, LINE 5: -1,960,372. FORM 990, PART XII, LINE 2C: THE FINANCIAL STATEMENT AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AIR FORCE VILLAGE II INC 5100 JOHN D RYAN BOULEVARD SAN ANTONIO TX 782453527 742310549 SENIOR HOUSING AND SERVICES TX 501(C)(3) LINE 9 N/A 1 AIR FORCE VILLAGES CHARITABLE FOUNDATION 5100 JOHN D RYAN BOULEVARD SAN ANTONIO TX 782453527 810620738 FUNDRAISING TX 501(C)(3) LINE 7 N/A 1 AIR FORCE VILLAGE FOUNDATION INC 5100 JOHN D RYAN BOULEVARD SAN ANTONIO TX 782453527 520801828 SENIOR HOUSING AND SERVICES DC 501(C)(3) LINE 9 N/A 1 AFV HEALTH SERVICES CORP 5100 JOHN D RYAN BOULEVARD SAN ANTONIO TX 782453527 861123806 SENIOR HOUSING AND SERVICES TX 501(C)(3) LINE 9 N/A 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 9 N/A 1 0 1 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 AIR FORCE VILLAGE CHARITABLE FOUNDATION C 2165540 CASH AIR FORCE VILLAGE FOUNDATION P 672766 CASH AIR FORCE VILLAGE II P 1544640 CASH ALZHEIMER'S CARE AND RESEARCH CENTER P 327002 CASH AIR FORCE VILLAGE HEALTH SERVICES CORP P 632583 CASH AIR FORCE VILLAGE HEALTH SERVICES CORP B 256465 CASH AIR FORCE VILLAGE II B 229402 CASH AIR FORCE VILLAGE FOUNDATION B 1306522 CASH ALZHEIMER'S CARE AND RESEARCH CENTER B 599528 CASH AIR FORCE VILLAGE II J 106920 CASH ALZHEIMER'S CARE AND RESEARCH CENTER J 84000 CASH