2025-09-16T12:50:24-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2024-01-01 751094140 FOREFRONT LIVING HOSPICE FORE 9722395300 12477 MERIT DRIVE DALLAS TX 75251 STEVE AILEY CHIEF FINANCIAL OFFICER 9722395300 2025-09-15 1 0 RAHIM HABIB P01912003 9723835700 2025-09-15 2024 2025-03-06 01:10:19Z TIM MALLAD 12467 MERIT DRIVE DALLAS TX 75251 19753321 0 X WWW.FOREFRONTLIVING.ORG X 1962 TX FOREFRONT LIVING HOSPICE, AS A MEMBER OF THE FOREFRONT LIVING FAMILY OF ORGANIZATION HAS A MISSION TO MAKE EACH MOMENT MATTER FOR THOSE IT SERVES. FOREFRONT LIVING HOSPICE PROVIDES HOSPICE AND PALLIATIVE CARE IN AN OUTPATIENT SETTING AND HAS A 36 BED INPATIENT HOSPICE FACILITY. 10 10 238 42 0 0 1802528 1396484 20278261 17942854 141590 91284 204820 223712 22427199 19654334 3031688 289943 0 0 14233539 12993698 0 0 0 9665632 9570976 26930859 22854617 -4503660 -3200283 38509304 37224782 1344297 1815171 37165007 35409611 FOREFRONT LIVING HOSPICE, AS A MEMBER OF THE FOREFRONT LIVING FAMILY OF NON-PROFIT ORGANIZATIONS, PLEDGES TO MAKE EACH MOMENT MATTER FOR THOSE IT SERVES. 0 0 18635811 289943 17942854 PROVIDED HOSPICE SERVICES IN THE DALLAS-FORT WORTH METROPLEX. 18635811 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 99 0 238 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 0 0 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 40.00 X 0 185846 19402 KRISTEN JORDAN EXECUTIVE DIRECTOR - OAW 0.00 40.00 X 0 208757 243 0 2677819 248688 0 0 1 0 DELTA CARE RX 4249 SUNSET BLVD STEUBENVILLE OH 43952 PHARMACY SERVICES 830318 HORIZON OXYGEN AND MEDICAL EQUIPMENT INC 1837 N NEVILLE ST ORANGE CA 92856 DME SERVICES 573804 THOMAS CUISINE MANAGEMENT 700 E FRANKLIN RD MERIDIAN ID 83642 FOOD SERVICE MANAGEMENT 456691 ENTERPRISE MEDICAL STAFFING AGENCY PO BOX 679943 DALLAS TX 75267 STAFFING AGENCY 175402 ACADIAN AMBULANCE SERVICE PO BOX 92970 LAFAYETTE LA 70509 AMBULANCE SERVICES 147746 8 1396484 1396484 RESIDENT REVENUE 623000 17942854 17942854 17942854 91284 91284 174264 98987 75277 75277 75277 EMPLOYEE & GUEST MEALS 900099 125694 125694 MISCELLANEOUS REVENUE 900099 22741 22741 148435 19654334 17942854 0 314996 289943 289943 10348490 8302902 2045588 210547 168928 41619 1624536 1303414 321122 810125 649987 160138 1115896 1115896 45264 45264 67590 67590 1633638 1310716 322922 96806 96806 49694 39101 10593 545614 429312 116302 210513 136405 74108 354633 279040 75593 7140 5618 1522 1561938 1012079 549859 217864 169591 48273 MEDICAL / THERAPY EXPEN 2572098 2572098 BAD DEBT 340847 340847 SUPPLIES 201280 158376 42904 DIETARY 178350 178350 371811 173208 198603 22854617 18635811 4218806 0 2289483 2049740 44109 44109 2546872 1944204 61832 68636 31911296 13052353 20408793 18858943 1025740 1072793 12132475 13186357 38509304 37224782 1299860 1282282 44109 44109 328 488780 1344297 1815171 X 25423537 22223254 11741470 13186357 37165007 35409611 38509304 37224782 X -3200283 1444887 X X 0 1 X 1 0 X 2092301 2069720 2143182 1802528 1396484 9504215 17630756 19459798 19906241 20278261 17942854 95217910 108781 125694 234475 19723057 21529518 22049423 22189570 19465032 104956600 0 0 0 104956600 113941 113072 168451 272327 265548 933339 113941 113072 168451 272327 265548 933339 447427 2787331 136314 20430 22741 3414243 20284425 24429921 22354188 22482327 19753321 109304182 0.96020 0.96030 0.00850 0.00770 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 20,430. 2024 AMOUNT: $ 22,741. EMPLOYEE GUEST MEALS - 2020 AMOUNT: $ 29,356. 2021 AMOUNT: $ 50,306. 2022 AMOUNT: $ 81,428. INSURANCE PROCEEDS - 2020 AMOUNT: $ 72,413. PROVIDER RELIEF FUNDS - 2020 AMOUNT: $ 345,658. 2021 AMOUNT: $ 2,737,025. 2022 AMOUNT: $ 54,886. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17788343 7275785 10512558 4509736 1844571 2665165 4946828 2023351 2923477 4666389 1908646 2757743 18858943 INTEREST IN NET ASSETS OF FOUNDATION 13186357 13186357 RELATED PARTY PAYABLE 488780 488780 X 20403321 748987 748987 19654334 0 19654334 23603604 748987 748987 22854617 0 22854617 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY RENT EXPENSE 98,987. CONTRA REVENUE REPORTED AS EXPENSE ON AFS 650,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY RENT EXPENSE 98,987. CONTRA REVENUE REPORTED AS EXPENSE ON AFS 650,000. 1 SUPPLEMENTAL ASSISTANCE 43 289343 PART I, LINE 2: THE ORGANIZATION PROVIDES ASSISTANCE TO PATIENTS WHO ARE UNDERGOING FINANCIAL HARDSHIP AND ARE UNABLE TO PAY A PORTION OF THEIR FEES. AN APPLICATION FOR ASSISTANCE IS COMPLETED AND SUBMITTED TO THE EXECUTIVE DIRECTOR FOR REVIEW AND APPROVAL PRIOR TO PROVIDING ASSISTANCE. THE PATIENT'S FINANCIAL CIRCUMSTANCES ARE REVIEWED TO DETERMINE IF THE PATIENT STILL QUALIFIES FOR ASSISTANCE. 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 0 189757 0 19000 0 0 0 0 0 243 0 209000 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 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. FORM 990, PART VI, SECTION A, LINE 3 ON 5/1/2008,FOREFRONT LIVING WAS FORMED TO PROVIDE MANAGEMENT AND SHARED SERVICES TO FOREFRONT LIVING HOSPICE AND OTHER AFFILIATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE 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 XI, LINE 9: CHANGE IN NET ASSETS OF FOUNDATION 1,442,427. CHANGE IN NET ASSETS WITH DONOR RESTRICTIONS 2,460. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS HAS CHANGED DURING THE FILING YEAR. FOREFRONT LIVING 12467 MERIT DRIVE DALLAS TX 75251 261459224 SHARED SERVICES/MANAGEMENT TX 501(C)(3) LINE 12B, II N/A 0 FOREFRONT LIVING FOUNDATION 12467 MERIT DRIVE DALLAS TX 75251 751910084 FOUNDATION FOR AFFILIATES TX 501(C)(3) LINE 7 FOREFRONT LIVING 0 PRESBYTERIAN VILLAGE NORTH FOREFRONT LIVING 8600 SKYLINE DRIVE DALLAS TX 75243 510190369 CCRC TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING 12477 MERIT DRIVE DALLAS TX 75251 851339418 CCRC TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 BELLA VIDA FOREFRONT LIVING 12477 MERIT DRIVE DALLAS TX 75251 872465887 FUTURE EXPANSION TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0