2024-05-10T10:53:49-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-07-01 742310549 BST SENIOR LIVING WEST 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 WEST (BST WEST) LT GEN DARRELL JONES 12455 FREEDOM WAY SAN ANTONIO TX 782453526 29718892 0 X WWW.BLUESKIESOFTEXAS.ORG X 1983 TX THE ORGANIZATION IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 5 5 192 5 0 0 375072 4214926 22908619 25250771 1277992 -24136 150882 138334 24712565 29579895 0 15226 0 0 4037353 4268168 0 0 0 16859840 17735943 20897193 22019337 3815372 7560558 117652093 123681024 84406112 82874485 33245981 40806539 X BST SENIOR LIVING WEST, INC IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 0 0 17146181 15226 25234818 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 THE INDEPENDENT LIVING COMPONENTS OF THE CONTINUUM OF CARE. BST WEST CONSISTS OF 437 INDEPENDENT LIVING UNITS. SEE CONTINUATION ON SCHEDULE OBST WEST CONSISTS OF 4 RESIDENTIAL MID-RISE TOWERS WITH 200 APARTMENTS; 188 GARDEN HOMES IN DUPLEX CONFIGURATION; 49 SINGLE FAMILY GARDEN HOMES; AND A TWO-STORY VILLAGE TOWN CENTER WITH FRONT DESK SERVICES, LOBBY, MAIL FACILITY, DINING ROOM, AND MEETING ROOMS. THE BST WEST FACILITY ALSO INCLUDES TWO CHAPELS, BEAUTY SALON, COMPUTER CENTER, WOODWORKING 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.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 WEST HAS EXPANDED RESIDENT ELIGIBILITY TO INCLUDE THOSE WITH NO PRIOR MILITARY AFFILIATION TO BROADEN THE DIVERSITY OF THE SENIOR LIVING COMMUNITY. 17146181 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 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 192 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 24153 4190773 4214926 INDEPENDENT LIVING 623000 19569851 19569851 AMORTIZATION OF ENTRANCE FEES 623000 5118293 5118293 RELATED PARTY RENTAL INCOME 623000 304320 304320 RESIDENT SERVICES 623000 258307 258307 25250771 10063 10063 2713 0 2713 2713 2713 27500 61699 -34199 -34199 -34199 95544 77298 18246 18246 INSURANCE PROCEEDS-PROPERTY DAMAG 524298 117375 117375 117375 29579895 25234818 0 130151 15226 15226 3523908 3523908 25596 25596 461239 461239 257425 257425 462348 462348 382672 382672 759298 759298 4453255 1483808 2969447 29007 29007 3186340 3135284 51056 148759 148759 691 691 1512002 1511334 668 5872784 5872784 653641 23302 630339 WELLNESS DEPT OPERATING 275254 275254 BAD DEBT EXPENSE 7741 7741 MISCELLANEOUS -7849 -7849 22019337 17146181 4873156 0 760 760 64476219 69685896 355740 195560 -273857 26471 140231979 86459642 53093231 53772337 117652093 123681024 500946 540371 45566593 44984772 35739311 34757666 2599262 2591676 84406112 82874485 X 33245981 40806539 33245981 40806539 117652093 123681024 7560558 0 X 0 1 X 1 0 X 18414 10923 14119 375072 4214926 4633454 21295916 21888366 23191502 24369214 25373815 116118813 21314330 21899289 23205621 24744286 29588741 120752267 18414 10923 14119 297555 24153 365164 0 18414 10923 14119 297555 24153 365164 120387103 27332 21105 8410 10876 12776 80499 27332 21105 8410 10876 12776 80499 1155946 1419240 113904 117375 2806465 21341662 23076340 24633271 24869066 29718892 123639231 0.97370 0.97190 0.00070 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1808152 1808152 112940441 70144717 42795724 9623150 4599340 5023810 12669885 9343809 3326076 3190351 2371776 818575 53772337 REFUNDABLE DEPOSITS- GUARANTEED RESIDENCY 2591676 2591676 0 BST SENIOR LIVING EAST INC 12455 FREEDOM WAY SAN ANTONIO TX 78245 520801828 501(C)(3) 15226 0 FINANCIAL ASSISTANCE TO RESIDENTS 1 0 PART I, LINE 2: THE ORGANIZATION MAKES CONTRIBUTIONS TO RELATED NON-PROFIT ORGANIZATIONS. THESE CONTRIBUTIONS ARE NOT MONITORED SINCE THE RELATED ORGANIZATIONS CONFORM WITH THE OVERALL MISSION OF BST SENIOR LIVING WEST, INC. 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 41814019 CONSTRUCTION, RENOVATION, REHAB 0 0 0 A 4402345 41814019 378846 34808325 784772 462149 5379927 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 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 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 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 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 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 0 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 0 0 0