2024-05-10T10:53:11-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-07-01 810620738 AIR FORCE VILLAGES CHARITABLE FOUNDATION AIRF 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 LT GEN DARRELL JONES 12455 FREEDOM WAY SAN ANTONIO TX 782453526 3493024 0 X WWW.BLUESKIESOFTEXAS.ORG X 2003 TX AIR FORCE VILLAGES CHARITABLE FOUNDATION IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL BEING. 12 12 0 12 0 0 3009514 3481144 0 0 0 0 988 -17203 3010502 3463941 2986502 3436441 0 0 0 0 24000 27500 27500 0 0 3010502 3463941 0 0 3402608 3402608 3402608 3402608 0 0 AIR FORCE VILLAGES CHARITABLE FOUNDATION WAS FOUNDED SO THAT AFV INC., DBA BLUE SKIES OF TEXAS MAY SUSTAIN, IN PERPETUITY, ITS CORE CHARITABLE MISSION OF SERVING WIDOWED SPOUSES IN NEED AND TO SUPPORT THE CHARITABLE PROGRAMS OF THE OTHER SUPPORTED ORGANIZATIONS. 0 0 3436441 3436441 0 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. AIR FORCE VILLAGES CHARITABLE FOUNDATION WAS FOUNDED SO THAT BLUE SKIES OF TEXAS MAY SUSTAIN, IN PERPETUITY, ITS CORE CHARITABLE MISSION OF SERVING WIDOWED SPOUSES IN NEED AND TO SUPPORT THE CHARITABLE PROGRAMS OF THE OTHER SUPPORTED ORGANIZATIONS. THIS ORGANIZATION LEADS AFV'S CHARITABLE FUNDRAISING. 3436441 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X BRIAN ENGLUND CFO 2108386332 12455 FREEDOM WAY SAN ANTONIO TX 782453526 X GEN MIKE HOSTAGE CHAIR 2.00 0.00 X X 0 0 0 GEN JOHN JUMPER VICE-CHAIR 2.00 0.00 X X 0 0 0 GEN RON FOGLEMAN DIRECTOR 2.00 0.00 X 0 0 0 GEN DAVID GOLDFEIN DIRECTOR 2.00 0.00 X 0 0 0 GEN MIKE MOSELEY DIRECTOR 2.00 0.00 X 0 0 0 GEN RICHARD MYERS DIRECTOR 2.00 0.00 X 0 0 0 GEN MICHAEL RYAN DIRECTOR 2.00 0.00 X 0 0 0 MR RICHARD SCHLOSBERG III DIRECTOR 2.00 0.00 X 0 0 0 GEN NORTON SCHWARTZ DIRECTOR 2.00 0.00 X 0 0 0 MAJ GEN GLEN SHAFFER DIRECTOR 2.00 2.00 X 0 0 0 MAJ GEN BRUCE SMITH DIRECTOR 2.00 0.00 X 0 0 0 GEN MARK WELSH III DIRECTOR 2.00 0.00 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 0 588918 14565 0 0 1 0 0 154551 3326593 59877 3481144 11880 154551 29083 -17203 -17203 3463941 0 0 -17203 3436441 3436441 27500 27500 3463941 3436441 0 27500 3402608 3402608 3402608 3402608 3402608 3402608 3402608 3402608 X 0 0 3402608 3402608 0 0 X 0 1 X 1 0 X 2067874 4797909 2644612 1318462 3481144 14310001 2067874 4797909 2644612 1318462 3481144 14310001 3979035 10330966 14310001 0.72190 0.71420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 1 CARLA GILBERT 2052 WOODSIDE DRIVE WOODSTOCK IL 60098 GRANT WRITING 0 27500 0 27500 27500 27500 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY PLAY FOR FREEDOM GOLF TOURNAMENT 166431 154551 11880 480 14198 5438 450 8517 166431 154551 11880 480 14198 5438 450 8517 29083 -17203 1 AFV INC DBA BLUE SKIES OF TEXAS 12455 FREEDOM WAY SAN ANTONIO TX 78245 562493445 501(C)(3) 3436441 0 AIR FORCE VILLAGES CHARITABLE FOUNDATION WAS FOUNDED SO THAT AFV INC., DBA BLUE SKIES OF TEXAS MAY SUSTAIN, IN PERPETUITY, ITS CORE CHARITABLE MISSION OF SERVING WIDOWED SPOUSES IN NEED AND TO SUPPORT THE CHARITABLE PROGRAMS OF THE OTHER SUPPORTED ORGANIZATIONS. 1 0 PART I, LINE 2: AIR FORCE VILLAGES CHARITABLE FOUNDATION TRANSFERS ALL OF THE CONTRIBUTIONS IT RECEIVES TO ITS RELATED PARENT, AFV INC., DBA BLUE SKIES OF TEXAS. 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, WITH THE LAST REVIEW IN APRIL OF 2023. 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. A SIMILAR PROCESS IS FOLLOWED FOR ASSISTANCE FUNDS PROVIDED TO OTHER RESIDENTS IN NEED. IN ADDITION, 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. AFV INC., DBA BLUE SKIES OF TEXAS ALSO 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. 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 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. X 2 45110 AVERAGE OF HIGH-LOW X CATERING 1 3000 FMV X PATIO SET 1 2500 FMV X HOTEL 6 2175 FMV X MISCELLANEOUS 11 2050 FMV X ENTERTAINMENT 10 1890 FMV X GOLF-RELATED 2 1388 FMV X BEER / WINE 5 890 FMV X RESTAURANT 12 874 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. 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 PRESIDENT AND TREASURER SHALL BE ELECTED BY THE MEMBER, AFV INC., DBA BLUE SKIES OF TEXAS. THE REMAINING OFFICERS ARE ELECTED BY THE BOARD. THE BOARD OF DIRECTORS OF EACH SUPPORTED ORGANIZATION SHALL ELECT ONE DIRECTOR TO THE BOARD. THE REMANING DIRECTORS OF THE BOARD, IF ANY, SHALL BE ELECTED BY THE MEMBER. 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 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 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 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 BST EAST 12455 FREEDOM WAY SAN ANTONIO TX 782453526 520801828 SENIOR HOUSING AND SERVICES DC 501(C)(3) LINE 10 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 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 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0