2025-09-15T16:40:22-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2024-01-01 851339418 THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING OUTL 2144131523 12467 MERIT DRIVE DALLAS TX 75251 STEVE AILEY CHIEF FINANCIAL OFFICER 2144131523 2025-09-15 1 0 RAHIM HABIB P01912003 9723835700 2025-09-15 2024 2025-03-06 01:10:19Z THE OUTLOOK AT WINDHAVEN TIM MALLAD 12467 MERIT DRIVE DALLAS TX 75251 2348220 0 X WWW.FOREFRONTLIVING.ORG X 2020 TX THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING, AS A MEMBER OF THE FOREFRONT LIVING FAMILY OF NON-PROFIT ORGANIZATIONS, PLEDGES TO MAKE EACH MOMENT MATTER FOR THOSE IT SERVES. 10 10 51 10 0 0 0 0 0 1252747 466413 1073576 0 21897 466413 2348220 0 0 0 0 0 508893 0 0 0 2172611 10878968 2172611 11387861 -1706198 -9039641 204980984 234802262 210940213 249815637 -5959229 -15013375 THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING, AS A MEMBER OF THE FOREFRONT LIVING FAMILY OF NON-PROFIT ORGANIZATIONS, PLEDGES TO MAKE EACH MOMENT MATTER FOR THOSE IT SERVES. 0 0 9690142 0 1252747 THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING, WAS ESTABLISHED TO DEVELOP, OWN, AND OPERATE A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) IN PLANO, TEXAS. 9690142 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 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 1 107 0 51 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 X STEVEN AILEY 2144131561 12467 MERIT DRIVE DALLAS TX 75251 WILLIAM W DAVIS TRUSTEE 1.00 3.00 X 0 0 0 CORNELIUS NEIL FOOTE CHAIRMAN 1.00 3.00 X X 0 0 0 REBECCA GRUCHALLA MD TRUSTEE 1.00 3.00 X 0 0 0 KEVIN JACKSON TRUSTEE 1.00 3.00 X 0 0 0 BRAD NITSCHKE TRUSTEE 1.00 3.00 X 0 0 0 NOE HINOJOSA TRUSTEE 1.00 3.00 X 0 0 0 LAURA H WRIGHT SECRETARY 1.00 3.00 X X 0 0 0 DAVID ASHWORTH TRUSTEE 1.00 3.00 X 0 0 0 ELIZABETH DISCH TRUSTEE 1.00 3.00 X 0 0 0 DOUG HAWTHORNE TRUSTEE 1.00 3.00 X 0 0 0 TIMOTHY MALLAD CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 654285 59739 STEVEN AILEY CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 388505 26375 SCOTT POLZIN CHIEF OPERATING OFFICER 1.00 39.00 X 0 365059 17183 JANELLE BERTOLINO CHIEF STRATEGY OFFICER 1.00 39.00 X 0 273064 19362 DUSTIN ALLEN EXECUTIVE DIRECTOR - PVN 0.00 40.00 X 0 208251 32284 HEATHER J LOGAN CONTROLLER 1.00 39.00 X 0 200932 50593 KEO K VELASQUEZ CORP DR OPERATIONS HOSPITALITY 1.00 39.00 X 0 193120 23507 HEATHER PORCH DIRECTOR OF MARKETING - PVN 0.00 39.00 X 0 185846 19402 KRISTEN JORDAN EXECUTIVE DIRECTOR - OAW 40.00 0.00 X 208757 0 243 208757 2469062 248688 1 0 1 0 ANDRES CONSTRUCTION SERVICES LLC 3710 RAWLINS ST SUITE 1510 DALLAS TX 75219 GENERAL CONTRACTOR 42024118 BRIDEGET BOHACZ AND ASSOCIATES 1743 DORSEY ROAD SUITE 108 HANOVER MD 21076 CONSULTANT - INTERIOR DESIGN SERVICES 1690758 GCD TEXAS LLC 220 EAST LAS COLINAS BLVD SUITE 10 IRVING TX 75039 CONSULTANT - DEVELOPER 840186 GREYSTONE MANAGEMENT SERVICES COMPANY 220 LAS COLINAS BLVD E STE 1000 IRVING TX 75039 ARCHITECTURE AND DESIGN SERVICES 588912 ANSTEY HODGE ADVERTISING GROUP 120 COMMONWEALTH AVE NE ROANOKE VA 24016 MARKETING CONSULTING 568003 11 RESIDENT SERVICE REVENUE 623990 913298 913298 AMORTIZATION OF DEFERRED RESIDENT 623990 339449 339449 1252747 1073576 1073576 MISCELLANEOUS 623990 16627 16627 DIETARY 623990 5270 5270 21897 2348220 1252747 0 1095473 X 427632 237365 190267 672 672 47749 866 46883 32840 18695 14145 66695 66695 5443 5443 23579 23579 2783748 2705999 77749 24473 24473 14706 12255 2451 18171 15142 3029 207092 172576 34516 12760 10633 2127 2216 1847 369 4098256 3414064 684192 2975978 2479982 495996 282489 235408 47081 DIETARY 143251 143251 SUPPLIES 87119 72599 14520 MAINTENANCE AND EQUIPME 72896 60747 12149 OTHER EXPENSES 50423 42018 8405 9673 9673 11387861 9690142 1697719 0 469785 3746350 94642358 66669690 9967 2535 62842 182203 165996243 3317643 13359769 162678600 96446230 1512917 204980984 234802262 6386377 7423408 14520154 194075668 167062305 10478168 60809770 210940213 249815637 X -5959229 -15013375 -5959229 -15013375 204980984 234802262 -9039641 -14505 0 X X 0 1 X 1 0 X 5270 5270 1252747 1252747 1258017 1258017 0 0 0 1258017 181 168465 466413 1073576 1708635 181 168465 466413 1073576 1708635 16627 16627 181 168465 466413 2348220 2983279 X SCHEDULE A THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING WAS FORMED IN 2020 WHICH WAS A SHORT YEAR FOR THE ENTITY. 22211827 22211827 137864355 3181045 134683310 2078278 47954 2030324 3841783 88644 3753139 162678600 RESERVE DEPOSITS 1908695 LEASE LIABILITY 13967 NOTE PAYABLE ACCR INTEREST 57167 TENANT AND WAITLIST DEPOSITS 58829941 60809770 X 2310136 -14505 -14505 2324641 23579 23579 2348220 11364282 0 11364282 23579 23579 11387861 PART X, LINE 2: THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THESE ACTIVITIES. 0 1 0 0 0 0 0 0 0 TIMOTHY MALLAD CHIEF EXECUTIVE OFFICER 0 438910 0 215375 0 0 0 12075 0 47664 0 714024 0 0 STEVEN AILEY CHIEF FINANCIAL OFFICER 0 270499 0 118006 0 0 0 11188 0 15187 0 414880 0 0 SCOTT POLZIN CHIEF OPERATING OFFICER 0 256328 0 108731 0 0 0 12075 0 5108 0 382242 0 0 JANELLE BERTOLINO CHIEF STRATEGY OFFICER 0 263789 0 9275 0 0 0 1226 0 18136 0 292426 0 0 HEATHER J LOGAN CONTROLLER 0 195870 0 5062 0 0 0 7478 0 43115 0 251525 0 0 DUSTIN ALLEN EXECUTIVE DIRECTOR - PVN 0 180716 0 27535 0 0 0 5383 0 26901 0 240535 0 0 KEO K VELASQUEZ CORP DR OPERATIONS HOSPITALITY 0 164159 0 28961 0 0 0 0 0 23507 0 216627 0 0 KRISTEN JORDAN EXECUTIVE DIRECTOR - OAW 189757 0 19000 0 0 0 0 0 243 0 209000 0 0 0 HEATHER PORCH DIRECTOR OF MARKETING - PVN 0 88396 0 97450 0 0 0 6694 0 12708 0 205248 0 0 PART I, LINE 3 FOREFRONT LIVING HAS A COMPENSATION COMMITTEE THAT REVIEWS THE CURRENT COMPENSATION WITH AN OUTSIDE CONSULTANT WHICH INCLUDES COMPARISONS TO LIKE ENTITIES AND SALARY SURVEYS. THE COMPENSATION COMMITTEE RECOMMENDS CHANGES TO THE BOARD. PART I, LINE 4B FOREFRONT LIVING MAINTAINS A 457(F) NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLAN. DURING 2024 TIM MALLAD CONTRIBUTED $21,934, STEVE AILEY CONTRIBUTED $13,616, AND SCOTT POLZIN CONTRIBUTED $12,546, RESPECTIVELY. A NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 261604618 64542UGH1 2022-08-02 196222934 SEE SCHEDULE K PART VI 0 0 0 A 27160000 197931569 12814510 3537299 170477735 9393390 2024 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 SCHEDULE K, PART I - DESCRIPTION OF PURPOSE TO FUND CONSTRUCTION OF A CCRC, REFUND PRIOR YEAR BOND ISSUES OUTSTANDING, CREATE A REASONABLE RESERVE, AND PAY FOR A PORTION OF THE COSTS TO ISSUE THE BONDS. SCHEDULE K, PAGE 1, PART II, LINE 3 THE TOTAL PROCEEDS OF ISSUE DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS FROM BOND PROCEEDS. THIS ALSO CAUSES LINE 3 TO EXCEED LINES 4 THROUGH 12 IN COLUMN A. FORM 990, PART VI, SECTION A, LINE 3 ON 5/1/2008, FOREFRONT LIVING WAS FORMED TO PROVIDE MANAGEMENT AND SHARED SERVICES TO THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING AND OTHER AFFILIATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING HAS ONE MEMBER -- FOREFRONT LIVING. FORM 990, PART VI, SECTION A, LINE 7A FOREFRONT LIVING SELECTS THE MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER, FOREFRONT LIVING, HAS THE AUTHORITY TO MAKE GOVERNANCE DECISIONS ON BEHALF OF THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE CFO WILL REVIEW THE DRAFT REPORT. THE DRAFT REPORT WILL BE REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND A COPY OF THE REPORT WILL BE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A COMPLIANCE OFFICER (CO) WHO REVIEWS ALL TRANSACTIONS OF THE ORGANIZATION THAT MAY RESULT IN A CONFLICT OF INTEREST. THE CO DETERMINES IF THE TRANSACTION WOULD RESULT IN UNDUE INFLUENCE AS A RESULT OF THE RELATIONSHIP AND NOT BE PURSUED. THE CO REPORTS ALL CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS A COMPENSATION COMMITTEE THAT REVIEWS THE CURRENT COMPENSATION WITH AN OUTSIDE CONSULTANT WHICH INCLUDES COMPARISONS TO LIKE ENTITIES AND SALARY SURVEYS. THE COMPENSATION COMMITTEE RECOMMENDS CHANGES TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G DEVELOPMENT EXPENSES - MARKETING: PROGRAM SERVICE EXPENSES 2,314,544. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,314,544. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 391,455. MANAGEMENT AND GENERAL EXPENSES 77,749. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 469,204. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS HAS CHANGED DURING THE FILING YEAR. FOREFRONT LIVING HOSPICE 12477 MERIT DRIVE DALLAS TX 75251 751094140 HOSPICE SERVICES TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 FOREFRONT LIVING 12457 MERIT DRIVE DALLAS TX 75251 261459224 SHARED SERVICES MANAGEMENT TX 501(C)(3) LINE 12B, II N/A 0 PRESBYTERIAN VILLAGE NORTH FOREFRONT LIVING 8600 SKYLINE DR DALLAS TX 75251 510190369 CCRC TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 FOREFRONT LIVING FOUNDATION 12457 MERIT DRIVE DALLAS TX 75251 511910084 FOUNDATION FOR AFFILIATES TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 BELLA VIDA FOREFRONT LIVING 12457 MERIT DRIVE DALLAS TX 75251 872465887 CCRC TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0