2025-09-18T10:10:20-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2024-01-01 261459224 FOREFRONT LIVING FORE 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 TIM MALLAD 12467 MERIT DRIVE DALLAS TX 75251 4711258 0 X WWW.FOREFRONTLIVING.ORG X 2007 TX FOREFRONT LIVING, LOCATED IN DALLAS, IS A NONPROFIT ORGANIZATION THAT PROVIDES ADMINISTRATIVE AND COORDINATIVE SERVICES TO ITS AFFILIATED NONPROFIT ENTITIES AND PROGRAMS, INCLUDING PRESBYTERIAN VILLAGE NORTH FOREFRONT LIVING, FOREFRONT LIVING HOSPICE, THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING, FOREFRONT LIVING FOUNDATION, AND FOREFRONT LIVING SAN ANTONIO. THROUGH ITS SERVICES, FOREFRONT LIVING PROMOTES THE MISSIONS OF THE FOREFRONT LIVING FAMILY OF ORGANIZATIONS BY MAKING EACH MOMENT MATTER FOR THOSE IT SERVES. 10 10 23 10 0 0 2300000 0 3708876 4038246 321530 478293 55134 50756 6385540 4567295 0 0 0 0 3290785 3735342 0 0 0 1798261 2379671 5089046 6115013 1296494 -1547718 24701095 23303471 8581090 8740642 16120005 14562829 TO PROMOTE THE MISSIONS OF THE FL FAMILY OF ORGANIZATIONS OF MAKING EACH MOMENT MATTER FOR THOSE IT SERVES. 0 0 4324245 0 2855655 PROVIDE MANAGEMENT AND SUPPORT SERVICES TO PRESBYTERIAN VILLAGE NORTH FOREFRONT LIVING FOR THE DIRECT BENEFIT OF SUPPORTING PRESBYTERIAN VILLAGE NORTH IN FULFILLING ITS MISSION FOR ALL THEY SERVE. 1689773 0 1115896 PROVIDE MANAGEMENT AND SUPPORT SERVICES TO FOREFRONT LIVING HOSPICE FOR THE DIRECT BENEFIT OF SUPPORTING THE ORGANIZATION IN FULFILLING ITS MISSION FOR ALL THEY SERVE. 100995 0 66695 PROVIDE MANAGEMENT AND SUPPORT SERVICES TO THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING FOR THE DIRECT BENEFIT OF FULFILLING ITS MISSION FOR ALL THEY SERVE. 6115013 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 31 0 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 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 15.00 25.00 X 654285 0 59739 STEVEN AILEY CHIEF FINANCIAL OFFICER 15.00 25.00 X 388505 0 26375 SCOTT POLZIN CHIEF OPERATING OFFICER 15.00 25.00 X 365059 0 17183 JANELLE BERTOLINO CHIEF STRATEGY OFFICER 15.00 25.00 X 273064 0 19362 DUSTIN ALLEN EXECUTIVE DIRECTOR - PVN 0.00 40.00 X 0 208251 32284 HEATHER J LOGAN CONTROLLER 10.00 30.00 X 200932 0 50593 KEO K VELASQUEZ CORP DR OPERATIONS HOSPITALITY 10.00 30.00 X 193120 0 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 2074965 602854 248688 11 0 1 0 GREYSTONE MANAGEMENT SERVICES COMPANY 220 LAS COLINAS BLVD E STE 1000 IRVING TX 75039 CONSULTING 375487 GREENBERG TRAURIG LLP 2200 ROSS AVE STE 5200 DALLAS TX 75201 LEGAL SERVICES 147057 DUNAWAY ASSOCIATES LLC 550 BAILEY AVE STE 400 FORT WORTH TX 76107 ARCHITECT 140073 PRDG LLC 3535 TRAVIS STREET STE 265 DALLAS TX 75204 ARCHITECT 125524 4 SHARED SERVICES FEES 900099 4038246 4038246 4038246 482417 482417 139839 143963 -4124 -4124 -4124 OTHER INCOME 900099 50756 50756 50756 4567295 4038246 0 529049 1803572 1803572 1400215 1400215 84186 84186 299598 299598 147771 147771 86670 86670 21775 21775 3517 3517 111278 111278 58714 58714 7479 7479 111321 111321 190124 190124 57621 57621 24706 24706 507068 507068 61163 61163 2227 2227 UNDEVELOPED PROJECT COS 943365 943365 RECRUITMENT 94183 94183 MISCELLANEOUS EXPENSES 40491 40491 SUPPLIES 24976 24976 32993 32993 6115013 6115013 0 0 1319369 621749 9865767 9287822 10884 7240 10419477 2050428 8342005 8369049 139839 3538460 3465272 1484771 1552339 24701095 23303471 2025732 1888407 6489225 6820133 66133 32102 8581090 8740642 X 16107455 14548437 12550 14392 16120005 14562829 24701095 23303471 X -1547718 -11300 1842 X X 0 1 X 1 0 X X X 5 FOREFRONT LIVING HOSPICE 751094140 10 1 0 1689773 PRESBYTERIAN VILLAGE NORTH FOREFRONT LIVING 510190369 10 1 0 4324245 FOREFRONT LIVING FOUNDATION 751910084 7 1 0 0 THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING 851339418 10 1 0 100995 BELLA VIDA FOREFRONT LIVING 872465887 10 1 0 0 5 0 6115013 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8275905 8275905 444595 390673 53922 1222484 1203936 18548 476493 455819 20674 8369049 INVESTMENT - CFRRG 1365272 F INVESTMENT - THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING 350000 F INVESTMENT - BVLC BONDS 1750000 F 3465272 INTERCOMPANY LOANS 1022419 INTEREST IN NET ASSETS - FOREFRONT LIVING FOUNDATION 14392 INVESTMENT - 457F 433370 CONSTRUCTION IN PROGRESS 3000 ACCRUED INTEREST 79158 1552339 OTHER LIABILITIES 201 RELATED PARTY PAYABLES 31901 32102 X 4562980 -11300 6985 -4315 4567295 0 4567295 6115013 0 6115013 0 6115013 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. X X X X 0 1 0 0 0 0 0 0 0 TIMOTHY MALLAD CHIEF EXECUTIVE OFFICER 438910 0 215375 0 0 0 12075 0 47664 0 714024 0 0 0 STEVEN AILEY CHIEF FINANCIAL OFFICER 270499 0 118006 0 0 0 11188 0 15187 0 414880 0 0 0 SCOTT POLZIN CHIEF OPERATING OFFICER 256328 0 108731 0 0 0 12075 0 5108 0 382242 0 0 0 JANELLE BERTOLINO CHIEF STRATEGY OFFICER 263789 0 9275 0 0 0 1226 0 18136 0 292426 0 0 0 HEATHER J LOGAN CONTROLLER 195870 0 5062 0 0 0 7478 0 43115 0 251525 0 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 164159 0 28961 0 0 0 0 0 23507 0 216627 0 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 8B THERE ARE NO COMMITTEES THAT 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 FOREFRONT LIVING FOUNDATION 1,842. 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 1 FOREFRONT LIVING FOUNDATION 12467 MERIT DRIVE DALLAS TX 75251 751910084 FOUNDATION FOR AFFILIATES TX 501(C)(3) LINE 7 FOREFRONT LIVING 1 PRESBYTERIAN VILLAGE NORTH FOREFRONT LIVING 8600 SKYLINE DR DALLAS TX 75243 510190369 CCRC TX 501(C)(3) LINE 10 FOREFRONT LIVING 1 THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING 12477 MERIT DRIVE DALLAS TX 75251 851339418 CCRC TX 501(C)(3) LINE 10 FOREFRONT LIVING 1 BELLA VIDA FOREFRONT LIVING 12477 MERIT DRIVE DALLAS TX 75251 872465887 FUTURE EXPANSION TX 501(C)(3) LINE 10 FOREFRONT LIVING 1 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 FOREFRONT LIVING HOSPICE K 174264 FMV PRESBYTERIAN VILLAGE NORTH FOREFRONT LIVING L 2855655 FMV FOREFRONT LIVING HOSPICE L 1115896 FMV FOREFRONT LIVING FOUNDATION L 6985 FMV THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING L 66695 FMV