2014-11-17T18:58:08-06:00 2013-12-31 431594752 MUELLER PROST LC 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990 2013-01-01 330061828 AIR FORCE VILLAGE WEST AIRF 9516972125 17050 ARNOLD DR RIVERSIDE CA 92518 ERVIN E REED III CFO 9516972125 2014-11-17 1 JEANETTE BAX-KURTZ P00096490 3148622070 2014-11-17 2013 2015-11-30 17:44:51Z ERVIN E REED III 17050 ARNOLD DR RIVERSIDE CA 92518 80344639 0 X WWW.AFVW.COM X 1984 CA TO PROVIDE A CONTINUING LIFE-CARE RETIREMENT COMMUNITY FOR THE ELDERLY 8 8 472 40 0 0 179456 317174 24340619 31657125 2539464 3231076 299978 27842 27359517 35233217 0 0 0 0 12195183 10318237 0 0 0 17467935 27608184 29663118 37926421 -2303601 -2693204 110991376 104567003 105266100 101220891 5725276 3346112 X TO PROVIDE A RETIREMENT COMMUNITY SERVING OFFICERS OF ALL SEVEN BRANCHES OF THE UNIFORMED SERVICES, FEDERAL GOVERNMENT OFFICIALS, AND THEIR SPOUSES OR WIDOWS TO PROVIDE ITS RESIDENTS WITH HIGH QUALITY SERVICES AND AMENITIES IN A STABLE FINANCIAL ENVIRONMENT AND A CONGENIAL ATMOSPHERE THAT ENHANCES THEIR RETIREMENT LIFESTYLE. 0 0 31683153 31684784 THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO OPERATE A RESIDENT AND HEALTH CARE FACILITY IN RIVERSIDE, CALIFORNIA FOR OFFICERS OF THE UNITED STATES UNIFORMED SERVICES, WHO HAVE BEEN RETIRED OR HONORABLY SEPARATED FROM ACTIVE DUTY, THEIR SPOUSES AND QUALIFIED DEPENDENTS. 31683153 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 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 0 0 1 0 0 0 1 51 0 472 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 CA X ERVIN REED III 9516972125 17050 ARNOLD DRIVE RIVERSIDE CA 92518 COL JAMES L GATES USAF RET CHAIRMAN 2.00 X X 0 0 0 COL JE HOLMES III JA USAR RET VICE CHAIRMAN 2.00 X X 0 0 0 MARY CARRUTHERS CFP SECRETARY 2.00 X X 0 0 0 LT COL LINDA MCKEVITT USAFRNC RET DIRECTOR 1.00 X 0 0 0 LT COL MILES S MILLER USAF RET DIRECTOR 1.00 X 0 0 0 LT COL RICHARD BROWN USAF RET DIRECTOR 1.00 X 0 0 0 JOHN F MCGREW EDD DIRECTOR 1.00 1.00 X 0 0 0 COL ALFRED M DIAZ USA RET DIRECTOR 1.00 X 0 0 0 LT COL LARRY STUMPF FORMER DIRECTOR 1.00 1.00 X 0 0 0 BRIG GEN JAMES L MELIN USAFR RET PRESIDENT/CEO 40.00 1.00 X 160103 0 2175 BRUCE CAMERON CHIEF OPERATING OFFICER 40.00 X 113738 0 5961 ERVIN REED III CHIEF FINANCIAL OFFICER 40.00 2.00 X 117324 0 5961 391165 0 14097 3 0 1 0 MORRISON MANAGEMENT SPECIALISTS 5801 PEACHTREE DUNWOODY ROAD ATLANTA GA 30342 FOOD SERVICES 2789808 OUTREACH REHABILITATION SERVICES PO BOX 1626 REDLANDS CA 92373 THERAPISTS STAFFING SERVICES 1024148 CITRUS PHARMACY 511 AMIGOS DRIVE REDLANDS CA 92373 LONG TERM CARE PHARMACY SERVICES 513339 HAMLYN SENIOR MARKETING LLC 25 CHESTNUT STREET HADDONFIELD NJ 08033 MARKETING SERVICES 260111 AHERN ADCOCK DEVLIN LLP 2155 CHICAGO AVE RIVERSIDE CA 92507 ACCOUNTING SERVICES 202813 11 317174 317174 PATIENT FEES 623000 16010956 16010956 RESIDENT FEES 623000 15646169 15646169 31657125 866999 866999 47469923 5317 45105663 5500 2364260 -183 2364077 -183 2364260 18018 259 17759 17759 OTHER OPERATING REVENUE 623000 10083 10083 10083 35233217 31684784 0 3231259 405262 329210 76052 7483566 6487007 996559 1738268 1522981 215287 691141 596421 94720 67372 47827 19545 108959 108959 208573 148064 60509 177627 126096 51531 856016 607678 248338 93639 88496 5143 79471 54578 24893 1539833 1365610 174223 2515 951 1564 6664 2520 4144 3153910 7066 3146844 4283376 4032799 250577 1021804 725369 296435 HEALTH CENTER 8841743 8723360 118383 MAINTENANCE 2142073 2042892 99181 FOOD SERVICES 1980336 1980336 HOUSEKEEPING 1802047 1701866 100181 1242226 1092026 150200 37926421 31683153 6243268 0 3582460 1139938 36410745 10761900 14400 3044678 2642829 147897 1394345 438121 122287926 61698634 65390042 60589292 26863156 1127092 1169106 842378 110991376 104567003 2568208 1756728 420 26565227 33566650 67594398 65389738 8538267 507355 105266100 101220891 X 5605807 3242412 94469 78700 25000 25000 5725276 3346112 110991376 104567003 -2693204 314040 0 X 0 0 0 X 34487 260848 176054 179456 183327 834172 27067154 25993966 25692069 24340619 31995632 135089440 27101641 26254814 25868123 24520075 32178959 135923612 0 0 0 135923612 2553588 3629560 2776109 2539464 581239 12079960 2553588 3629560 2776109 2539464 581239 12079960 2600 65645 32956 299978 401179 29657829 29950019 28677188 27359517 32760198 148404751 0.91590 0.90210 0.08140 0.09520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1784643 1784643 86241896 38802645 47439251 257927 150910 107017 9586026 7142097 2443929 24417434 15602982 8814452 60589292 DEPOSITS 450531 CONTINGENT REBATABLE ARBITRAGE 56824 507355 X 0 0 0 0 0 0 0 0 0 BRIG GEN JAMES L MELIN USAFR RET PRESIDENT/CEO 159994 0 109 0 0 0 0 0 2175 0 162278 0 0 0 A ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CGP9 2005-04-01 23000000 TO REFUND OUTSTANDING PRINCIPAL OF PRIOR CERTIFICATES & FUND A RESERVE ACCT. 0 0 0 A 23000000 23000000 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 FORM 990 DUE TO CIRCUMSTANCES OUTSIDE OF THE CONTROL OF THE ORGANIZATION, THE ORGANIZATION WAS UNABLE TO FINALIZE THE FINANCIAL STATEMENT NUMBERS PRIOR TO FILING THE 2013 RETURN. ESTIMATES WERE UTILIZED TO COMPLETE THE RETURN BASED UPON THE EXPECTATIONS OF THE 2013 BALANCES. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD IS PRESENTED THE FORM 990 BY THE INDEPENDENT PUBLIC ACCOUNTING FIRM THAT ASSIST IN THE PREPARATION OF THE FORM 990. DUE TO THE FREQUENCY OF BOARD MEETINGS, IT IS NOT ALWAYS PRESENTED PRIOR TO FILING. HOWEVER, THE CHIEF FINANCIAL OFFICER REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY SHALL BE FURNISHED TO EACH DIRECTOR, OFFICER AND SENIOR STAFF MEMBER WHO IS PRESENTLY SERVING THE ORGANIZATION OR WHO MAY BECOME ASSOCIATED WITH AFVW. WHENEVER ANY BOARD DIRECTOR HAS A CONFLICT OF INTEREST OR A PERCEIVED CONFLICT OF INTEREST WITH AFVW, HE OR SHE SHALL NOTIFY THE BOARD CHAIRMAN OF SUCH CONFLICT IN WRITING. WHENEVER ANY STAFF MEMBER (PAID OR VOLUNTEER) HAS A CONFLICT OF INTEREST OR A PERCEIVED CONFLICT OF INTEREST WITH AFVW, HE OR SHE SHALL NOTIFY THE PRESIDENT/CEO AND CCO OF SUCH CONFLICT IN WRITING. WHEN ANY CONFLICT OF INTEREST IS RELEVANT TO A MATTER THAT COMES UNDER CONSIDERATION OR REQUIRES ACTION BY THE BOARD, OR A BOARD COMMITTEE, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD CHAIRMAN AND SHALL NOT BE PRESENT DURING BOARD OR COMMITTEE DISCUSSION OR DECISION ON THE MATTER. HOWEVER, THAT PERSON SHALL PROVIDE THE BOARD OR APPLICABLE COMMITTEE WITH ANY AND ALL RELEVANT INFORMATION ON THE PARTICULAR MATTER. THE MINUTES OF THE MEETING OF THE BOARD OR ITS COMMITTEE SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED, THAT THE INTERESTED PERSON WAS NOT PRESENT DURING DISCUSSION OR DECISION ON THE MATTER, AND THE INTERESTED PERSON DID NOT VOTE. THIS POLICY AND ITS APPLICATION SHALL BE REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF DIRECTORS, OFFICERS AND STAFF MEMBERS, EACH OF WHOM HAS A CONTINUING RESPONSIBILITY TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS OF INTEREST, AND MAKE SUCH DISCLOSURES AS DESCRIBED IN THIS POLICY. AS ADMINISTERED BY THE PRESIDENT/CEO, EACH BOARD DIRECTOR WILL BE ASKED TO COMPLETE A CERTIFICATION OF AGREEMENT WITH THE POLICY AND DISCLOSURE OF ANY KNOWN CONFLICTS OF INTEREST UPON HIS OR HER ELECTION OR RE-ELECTION TO THE BOARD AND ANNUALLY THEREAFTER. AS ADMINISTERED BY THE DIRECTOR OF HUMAN RESOURCES, EACH SENIOR STAFF MEMBER WILL BE ASKED TO COMPLETE SUCH CERTIFICATION UPON HIS OR HER EMPLOYMENT AND ON AN ANNUAL BASIS THEREAFTER. ALL CERTIFICATIONS SHALL BE REVIEWED BY THE BOARD AND THE PRESIDENT/CEO AS APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ANNUAL FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AFVW FOUNDATION 17050 ARNOLD DRIVE RIVERSIDE CA 92518 203651997 PROVIDE FINACIAL, ADMIN., PROGRAMMATIC & OTHER SUPPORT FOR AFVW, INC. CA 501(C)(3) LINE 11A, I 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AFVW FOUNDATION C 72674 CASH