2024-05-10T10:52:26-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-07-01 861123806 BST HEALTH SERVICES CORP BSTH 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 15296826 0 X WWW.BLUESKIESOFTEXAS.ORG X 2004 DC THE ORGANIZATION IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 4 4 243 7 0 0 755802 410576 14532978 14791855 0 -20443 70739 63586 15359519 15245574 414174 287816 0 0 6670072 6389917 0 0 0 11111022 11338164 18195268 18015897 -2835749 -2770323 2378903 2317307 9484245 12192972 -7105342 -9875665 BST HEALTH SERVICES CORP IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING. 0 0 17391902 287816 14834998 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 HEALTH SERVICES CORP OPERATES THE 80 NURSING HOME BEDS OWNED BY BST EAST, SERVING THE RESIDENTS OF BST AND THE PUBLIC. 17391902 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 243 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 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 COL DR LEN PROFENNA CHAIR 2.00 4.00 X X 0 0 0 DR RAD EANES III VICE CHAIR - THRU 12/2022 2.00 4.00 X 0 0 0 DIANE BIERY MD DIRECTOR - BEG. 1/2023 2.00 4.00 X 0 0 0 COL DR HALIFAX KING DIRECTOR - THRU 12/2022 2.00 8.00 X 0 0 0 DR DIANA HENDERSON DIRECTOR - THRU 12/2022 2.00 8.00 X 0 0 0 MRS DEBBY HEPBURN DIRECTOR - BEG. 1/2023 2.00 2.00 X 0 0 0 BRIG GEN CHUCK POTTER DIRECTOR - BEG. 1/2023 2.00 4.00 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 317451 93125 410576 NET SERVICE REVENUE 623000 14773344 14773344 RESIDENT REIMBURSEMENTS 623000 18511 18511 14791855 20443 -20443 -20443 -20443 72625 30809 41816 41816 OTHER INCOME 900099 21770 21770 21770 15245574 14834998 0 0 287816 287816 5602619 5602619 37484 37484 439233 439233 310581 310581 86868 86868 255570 255570 246383 246383 1438433 1438433 39262 39262 3175646 3136839 38807 36055 36055 251937 251937 193727 193727 AUXILIARY EXPENSES 3453500 3453500 ASSTD LIVING & MEMORY C 1977936 1977936 BAD DEBT EXPENSE 95000 95000 WELLNESS DEPT OPERATING 87847 87847 18015897 17391902 623995 0 -207857 -248611 462457 550367 4708879 2693328 2124303 2015551 2378903 2317307 397808 444760 9086437 11748212 9484245 12192972 X -7105342 -9875665 -7105342 -9875665 2378903 2317307 -2770323 0 X 0 1 X 1 0 X 788713 674137 565023 755802 410576 3194251 16633346 16229751 15810959 14636664 14886250 78196970 17422059 16903888 16375982 15392466 15296826 81391221 788713 567050 565023 424599 317451 2662836 0 788713 567050 565023 424599 317451 2662836 78728385 17422059 16903888 16375982 15392466 15296826 81391221 0.96730 0.96120 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4562413 2607784 1954629 146466 85544 60922 2015551 ACCOUNTS PAYABLE- AFFILIATE 11748212 11748212 1 WIDOWS FINANCIAL ASSISTANCE - TM, TV 2 84423 N/A N/A WIDOWS FINANCIAL ASSISTANCE - ARNOLD HOUSE 4 88698 N/A N/A CHARITABLE ASSISTANCE - ARNOLD HOUSE 1 37 N/A N/A CHARITABLE ASSISTANCE - TM, TV 4 102033 N/A N/A CHARITABLE ASSISTANCE - LIBERTY HOUSE 1 12625 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. 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 THE 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. 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 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 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 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 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 0 1 1 1 1 1 1 0 0 0