2024-05-10T10:55:01-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-07-01 520801828 BST SENIOR LIVING EAST INC BSTS 2108386330 12455 FREEDOM WAY SAN ANTONIO TX 782453526 BRIAN ENGLUND CHIEF FINANCIAL OFFICER 2108386330 2024-05-08 1 BRIAN ENGLUND 999009999 1 DAVID LOWENTHAL P00378651 3122071040 2024-05-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BLUE SKIES OF TEXAS EAST (BST EAST) LT GEN DARRELL JONES 12455 FREEDOM WAY SAN ANTONIO TX 782453526 9724855 0 X WWW.BLUESKIESOFTEXAS.ORG X 1964 DC THE ORGANIZATION IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 5 5 96 5 0 0 425976 39786 8888647 9620886 0 552 305860 35212 9620483 9696436 12295 24673 0 0 2372949 2528374 0 0 0 12428555 12967843 14813799 15520890 -5193316 -5824454 56767659 54309740 150853733 154220268 -94086074 -99910528 X BST SENIOR LIVING EAST, INC IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 0 0 13384085 24673 9639428 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. BST EAST AND BST WEST OWN AND OPERATE INDEPENDENT LIVING COMPONENTS OF THE CONTINUUM OF CARE. BST EAST CONSISTS OF 277 INDEPENDENT LIVING UNITS, AND OWNS, BUT LEASES TO HSC, AN 80-BED HEALTHCARE CENTER AND 23-BED ASSISTED LIVING FACILITY. SEE CONTINUATION ON SCHEDULE OTHE FACILITY CONSISTS OF TWO RESIDENTIAL TOWERS WITH 224 APARTMENTS; THREE FREE-STANDING APARTMENT BUILDINGS CALLED THE HILL RESIDENCES CONSISTING OF 32 TOTAL APARTMENTS; 21 COTTAGE 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.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. BST EAST HAS EXPANDED RESIDENT ELIGIBILITY TO INCLUDE THOSE WITH NO PRIOR MILITARY AFFILIATION TO BROADEN THE DIVERSITY OF THE SENIOR LIVING COMMUNITY. 13384085 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 96 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X BRIAN ENGLUND CFO 2108386332 12455 FREEDOM WAY SAN ANTONIO TX 78245 X MRS KATHY HOSTAGE CHAIR 2.00 4.00 X X 0 0 0 SMS JACK CHURCH DIRECTOR - BEG. 1/2023 2.00 2.00 X 0 0 0 COL DR HALIFAX KING DIRECTOR - THRU 12/2022 2.00 8.00 X 0 0 0 COL ROGER HANSEN DIRECTOR 2.00 4.00 X 0 0 0 DR DIANA HENDERSON DIRECTOR - THRU 12/2022 2.00 8.00 X 0 0 0 MRS JANICE LENZ DIRECTOR - THRU 12/2022 2.00 4.00 X 0 0 0 MSG JAN OLSEN DIRECTOR 2.00 4.00 X 0 0 0 STET REID DIRECTOR - THRU 12/2022 2.00 2.00 X 0 0 0 COL BRUCE WILCOX DIRECTOR 2.00 2.00 X 0 0 0 LT GEN DARRELL JONES CHIEF EXECUTIVE OFFICER 2.00 38.00 X 0 353390 4413 BRIAN ENGLUND CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 235528 10152 COL FREDERIC RYDER CHIEF OPERATIONS OFFICER 2.00 38.00 X 0 161745 2450 ALETHEA KNIGHT CHIEF HEALTH SERVICES OFFICER 2.00 38.00 X 0 128674 10009 KATHLEEN BOWMAN ESTRADA DIRECTOR, HUMAN RESOURCES 2.00 38.00 X 0 113767 1509 DONNA PRICE ACCOUNTING MANAGER 2.00 38.00 X 0 102902 11593 LESLIE CISNEROS SR. MARKETING COUNSELOR 2.00 38.00 X 0 121974 10752 ILENE KITCHENS SR. MARKETING COUNSELOR 2.00 38.00 X 0 115917 2175 SARAH MANZKE DIRECTOR, SALES & MARKETING 2.00 38.00 X 0 100938 1009 0 1434835 54062 0 0 1 0 0 39786 39786 INDEPENDENT LIVING 623000 6623387 6623387 BST HEALTH SERVICES RE 623000 1882643 1882643 ENTRANCE FEE AMORTIZE 623000 925030 925030 RESIDENT SERVICES 623000 189826 189826 9620886 2164 2164 15058 0 15058 15058 15058 1612 -1612 -1612 -1612 46961 26807 20154 20154 9696436 9639428 0 17222 24673 24673 2079361 2079361 13826 13826 285607 285607 149580 149580 291088 291088 445157 445157 479725 479725 1593177 656918 936259 25050 25050 2171524 2161949 9575 14973 14973 2256 2256 3317160 3317160 3966715 3966715 433568 13411 420157 WELLNESS DEPARTMENT OPE 175694 175694 BAD DEBT EXPENSE 39295 39295 MISCELLANEOUS 12461 12460 1 15520890 13384085 2136805 0 650 650 90129 81178 77500 54810 -296334 -175362 119000780 64652316 56895714 54348464 56767659 54309740 645971 631218 9329246 9387264 78444608 76290012 62433908 67911774 150853733 154220268 X -94086074 -99910528 -94086074 -99910528 56767659 54309740 -5824454 0 X 0 1 X 1 0 X 80734 30291 66117 425976 39786 642904 9363873 9118421 9137788 8929004 9667847 46216933 9444607 9148712 9203905 9354980 9707633 46859837 80734 30291 66117 384447 24560 586149 1379597 1382561 1382017 1786197 1785394 7715766 1460331 1412852 1448134 2170644 1809954 8301915 38557922 11478 10972 10175 9788 17222 59635 11478 10972 10175 9788 17222 59635 279801 279801 9456085 9159684 9214080 9644569 9724855 47199273 0.81690 0.82340 0.00130 0.00110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1095134 1095134 101611594 52511446 49100148 4628682 3851185 777497 9633269 6916699 2716570 2032101 1372986 659115 54348464 ACCOUNTS PAYABLE- AFFILIATES 67911774 67911774 1 WIDOWS ASSISTANCE PROGRAM 1 9447 N/A N/A FINANCIAL ASSISTANCE TO RESIDENTS 4 15226 N/A N/A PART I, LINE 2: REGARDING WIDOW ASSISTANCE, THE RELATED PARENT ORGANIZATION, AFV INC., DBA BLUE SKIES OF TEXAS, 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. 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. REGARDING OTHER ASSISTANCE FUNDS, ONCE A DONATION IS EARMARKED FOR A PURPOSE, THE STAFF ACCOUNTANT RESPONSIBLE KEEPS TRACK OF EXPENSES AGAINST THAT FUND AND REPORTS FINDINGS TO THE DEVELOPMENT DEPARTMENT AND CFO. 0 0 0 0 0 0 0 0 0 LT GEN DARRELL JONES CHIEF EXECUTIVE OFFICER 0 343390 0 10000 0 0 0 3563 0 850 0 357803 0 0 BRIAN ENGLUND CHIEF FINANCIAL OFFICER 0 235528 0 0 0 0 0 2407 0 7745 0 245680 0 0 COL FREDERIC RYDER CHIEF OPERATIONS OFFICER 0 156745 0 5000 0 0 0 1626 0 824 0 164195 0 0 PART I, LINE 3 RELATED ORGANIZATION, 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 TARRANT COUNTY CULTURAL ED FAC FIN CORP 043833551 87638RHJ9 2016-10-12 91777096 CONSTRUCTION, RENOVATION AND REHAB 0 0 0 A 9662625 91777096 831524 76400381 1722488 1014365 11808338 2011 1 0 1 1 A 0 1 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 AFV INC., DBA BLUE SKIES OF TEXAS SHALL BE THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS AND OFFICERS SHALL BE ELECTED BY THE MEMBER, AFV INC., DBA BLUE SKIES OF TEXAS. FORM 990, PART VI, SECTION A, LINE 7B ALL ACTIONS OF THE BOARD OUTSIDE THE CONDUCT OF EVERYDAY BUSINESS OF THE ORGANIZATION ARE SUBJECT TO APPROVAL BY THE MEMBER, AFV INC., DBA BLUE SKIES OF TEXAS. ANY ACTION OF THE BOARD OUTSIDE THE CONDUCT OF EVERYDAY BUSINESS OF THE ORGANIZATION AND NOT RECEIVING THE APPROVAL OF THE MEMBER SHALL BE VOID. 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 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, COO, AND CHSO. THE REVIEW INCLUDES THE RESULTS OF A WAGE AND BENEFIT SURVERY, 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 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 0 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 0 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 0 AFV INC DBA BLUE SKIES OF TEXAS 12455 FREEDOM WAY SAN ANTONIO TX 782453526 562493445 MANAGEMENT AND ADMINISTRATIVE SUPPORT TX 501(C)(3) LINE 12B, II N/A 0 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 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0