2025-09-16T12:52:16-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2024-01-01 751910084 FOREFRONT LIVING FOUNDATION FORE 2144131577 12467 MERIT DRIVE DALLAS TX 75251 STEVE AILEY CHIEF FINANCIAL OFFICER 2144131577 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 9377612 0 X WWW.FOREFRONTLIVING.ORG/FOUNDATION/ X 1983 TX FOREFRONT LIVING FOUNDATION (FLF) RAISES AND MANAGES CHARITABLE FUNDS TO ASSIST THE MISSION. FLF RELIES ON PHILANTHROPY AND FUNDRAISING TO FUND PROJECTS AND SERVICES TO MAKE EACH MOMENT MATTER FOR THOSE IT SERVES. 11 11 6 11 0 0 2408108 3981222 0 0 757599 2279895 -158236 -179882 3007471 6081235 1926506 1595404 0 0 606186 629434 0 0 26232 286903 220583 2819595 2445421 187876 3635814 27270564 31890759 748661 273641 26521903 31617118 X FOREFRONT LIVING FOUNDATION (FLF) RAISES AND MANAGES CHARITABLE FUNDS TO ASSIST THE MISSION. FLF RELIES ON PHILANTHROPY AND FUNDRAISING TO FUND PROJECTS AND SERVICES TO MAKE EACH MOMENT MATTER FOR THOSE IT SERVES. 0 0 1485063 1485063 0 THE FOUNDATION RAISES AND TRANSFERS CHARITABLE SUPPORT TO FOREFRONT LIVING HOSPICE, FOREFRONT LIVING, AND AFFILIATED ORGANIZATIONS TO PROVIDE BENEVOLENT ASSISTANCE TO PATIENTS, DEVELOPMENT OF NEW SERVICES, PROGRAMS, PROJECTS AND CAPITAL IMPROVEMENTS. 76064 76064 0 THE FOUNDATION RAISES AND TRANSFERS CHARITABLE SUPPORT TO PRESBYTERIAN VILLAGE NORTH FOREFRONT LIVING, AND AFFILIATED ORGANIZATIONS FOR THE DEVELOPMENT OF NEW SERVICES, PROGRAMS, PROJECTS AND CAPITAL IMPROVEMENTS TO THE AFFILIATED ORGANIZATION'S CAMPUS. 9663 9663 0 THE FOUNDATION RAISES AND TRANSFERS CHARITABLE SUPPORT TO THE EMPLOYEE GRANT ASSISTANCE FUND AND PATIENTS FOR FINANCIAL HARDSHIPS. 24614 24614 0 THE FOUNDATION RAISES AND TRANSFERS CHARITABLE SUPPORT TO INDIVIDUALS AND FAMILIES ATTENDING A GRIEF RETREAT AT CAMP BUCKNER. 24614 24614 0 1595404 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 21 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 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 CATHY DAVIS TRUSTEE 1.00 3.00 X 0 0 0 CORNELIUS NEIL FOOTE EX-OFFICIO 1.00 3.00 X 0 0 0 JORDAN COWMAN TRUSTEE 1.00 0.00 X 0 0 0 RON GAFFORD TRUSTEE 1.00 0.00 X 0 0 0 CLARK HODGES TRUSTEE 1.00 0.00 X 0 0 0 JON KARP TRUSTEE 1.00 0.00 X 0 0 0 ALVARO MONTOYA TRUSTEE 1.00 0.00 X 0 0 0 DAVID PEACOCK TRUSTEE 1.00 0.00 X 0 0 0 VICKY RILEY TRUSTEE 1.00 0.00 X 0 0 0 ANDY WALSH TRUSTEE 1.00 0.00 X 0 0 0 PHILIP WENTWORTH CHAIR 1.00 0.00 X 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 JANELLE BERTOLINO CHIEF STRATEGY OFFICER 1.00 39.00 X 0 273064 19362 SCOTT POLZIN CHIEF OPERATING OFFICER 1.00 39.00 X 0 365059 17183 HEATHER PORCH DIRECTOR OF MARKETING - PVN 0.00 40.00 X 0 185846 19402 KEO K VELASQUEZ CORP DR OPERATIONS HOSPITALITY 0.00 40.00 X 0 193120 23507 HEATHER J LOGAN CONTROLLER 1.00 39.00 X 0 200932 50593 DUSTIN ALLEN EXECUTIVE DIRECTOR - PVN 0.00 40.00 X 0 208251 32284 KRISTEN JORDAN EXECUTIVE DIRECTOR - OAW 0.00 40.00 X 0 208757 243 0 2677819 248688 0 0 1 0 0 568129 3413093 3981222 1013014 1013014 1300 0 1300 1300 1300 3139460 1242616 2625707 489488 513753 753128 1266881 1266881 0 568129 181182 -181182 -181182 6081235 0 0 2100013 1478408 1478408 116996 116996 547891 547891 7965 7965 42926 42926 30652 30652 6985 6985 6155 6155 23479 23479 66442 66442 3325 3325 10141 1033 9108 18398 18398 56994 56994 1145 1145 4907 4907 69 69 861 861 256 256 MISCELLANEOUS 19387 2263 17124 DUES AND SUBSCRIPTIONS 2039 2039 2445421 1595404 823785 26232 556262 759899 168709 106828 18634 21035 40086 36860 4087 3226 25841545 30812887 681327 186884 27270564 31890759 29533 12287 719128 261354 748661 273641 X 1214870 1239723 25307033 30377395 26521903 31617118 27270564 31890759 X 3635814 1501881 -42480 X X 0 1 X 1 0 X 3841918 7096481 2356745 2408108 3981222 19684474 3841918 7096481 2356745 2408108 3981222 19684474 2611657 17072817 395851 559718 664597 738488 1014314 3372968 427 100179 14868 115474 23172916 0.73680 0.75710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 427. 2021 AMOUNT: $ 100,179. 2022 AMOUNT: $ 14,868. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15442682 1613810 1276162 1383619 16949035 15726374 122192 1482002 1887886 15442682 15495341 231033 15726374 10731027 4764314 15495341 8185159 2545868 10731027 0.00000 1.00000 0.00000 1 0 40086 36860 3226 3226 GRANT REQUESTS 239104 RELATED PARTY PAYABLES 22250 261354 X 7697856 1501881 181182 1683063 6014793 66442 66442 6081235 2609626 230647 230647 2378979 66442 66442 2445421 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUNDS IS TO GENERATE EARNINGS. THE EARNINGS GENERATED BY THE ENDOWMENT FUNDS ARE USED FOR THE PURPOSE OF PROVIDING BENEVOLENT CARE, MAINTAINING SPECIAL PROGRAMS, AND UPKEEP OF THE HOSPICE CENTER LAND AND BUILDINGS. PART X, LINE 2: THE FOUNDATIONS INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNREALIZED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THOSE ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS 181,182. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS 181,182. LOSS ON UNCOLLECTIBLE PLEDGES 49,465. EMM LUNCHEON 568129 568129 92257 9532 47232 32161 568129 568129 92257 9532 47232 32161 181182 -181182 1 PRESBYTERIAN VILLAGE NORTH FOREFRONT LIVING 8600 SKYLINE DR DALLAS TX 75243 510190369 501(C)(3) 76064 0 CAPITAL IMPROVEMENTS AND FUNDING FOR SPECIAL PROGRAMS AND EVENTS FOREFRONT LIVING HOSPICE 12467 MERIT DRIVE DALLAS TX 75251 751094140 501(C)(3) 1396484 0 PATIENT BENEVOLENT CARE, BEREAVEMENT AND INTEGRATED THERAPY PROGRAMS, CAPITAL IMPROVEMENTS AND MAINTENANCE 2 EMPLOYEE GRANT ASSISTANCE FUND FOR FINANCIAL HARDSHIPS 11 9663 GRANTS PROVIDED TO RESIDENTS FOR FINANCIAL HARDSHIPS 45 82719 GRANTS PROVIDED TO INDIVIDUALS FOR FINANCIAL HARDSHIPS 83 24614 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH THE USE OF REQUESTS FROM ORGANIZATIONS AND INDIVIDUALS. EACH REQUEST INCLUDES AN EXPLANATION FOR THE PURPOSE OF THE REQUEST AND SUPPORTING DOCUMENTATION FOR THE AMOUNTS REQUESTED. EACH REQUEST IS REVIEWED AND APPROVED BY THE FLF EXECUTIVE DIRECTOR PRIOR TO PAYMENT. 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 FOUNDATION AND OTHER AFFILIATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF FOREFRONT LIVING HAS THE RIGHT TO APPOINT THE MAJORITY OF THE BOARD OF TRUSTEE FOR FOREFRONT LIVING FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE BYLAWS MUST BE APPROVED BY THE FOREFRONT LIVING BOARD. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE THE 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: LOSS ON UNCOLLECTIBLE PLEDGES -49,465. NET ASSET TRANSFER FROM AFFILIATE 6,985. 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 12457 MERIT DRIVE DALLAS TX 75251 261459224 SHARED SERVICES MANAGEMENT TX 501(C)(3) LINE 12B, II N/A 0 FOREFRONT LIVING HOSPICE 12477 MERIT DRIVE DALLAS TX 75251 751094140 HOSPICE SERVICES TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 PRESBYTERIAN VILLAGE NORTH FOREFRONT LIVING 8600 SKYLINE DR 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 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0