2023-11-14T15:57:41-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2022-01-01 851339418 THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING OUTL 2144131523 12467 MERIT DRIVE DALLAS TX 75251 STEVE AILEY CHIEF FINANCIAL OFFICER 2144131523 2023-11-13 1 STEVE AILEY 999009999 0 RAHIM HABIB P01912003 9723835700 2023-11-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X THE OUTLOOK AT WINDHAVEN TIM MALLAD 12467 MERIT DRIVE DALLAS TX 75251 168465 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. 8 8 6 0 0 0 0 0 0 0 181 168465 0 0 181 168465 0 0 0 0 5892 0 0 0 0 1704814 2593833 1710706 2593833 -1710525 -2425368 28691144 205537147 29274510 209790178 -583366 -4253031 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 2593833 0 0 THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING, WAS ESTABLISHED TO DEVELOP, OWN, AND OPERATE A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) IN PLANO, TEXAS. THE FACILITY IS CURRENTLY IN DEVELOPMENT. 2593833 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 1 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 TIMOTHY MALLAD CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 564008 67192 STEVEN AILEY CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 338749 51903 SCOTT POLZIN CHIEF OPERATING OFFICER 1.00 40.00 X 0 322593 17545 CHRISTOPHER SONGER DIRECTOR OF PROJECT DEVELO 1.00 40.00 X 0 173300 18489 KIM HARDEN ASSOCIATE EXECUTIVE DIRECTOR 1.00 40.00 X 0 166966 13560 ADRIANA MAUBOUSSIN COMMUNITY LIAISON 1.00 40.00 X 0 165901 23885 MONIKA PEARCE RESIDENTIAL SALES COUNSELOR 1.00 40.00 X 0 161142 22899 BARBARA MATAMOROS CORPORATE DIRECTOR OF SALES AND MARKETING 1.00 39.00 X 0 160844 20002 CORNELIUS NEIL FOOTE CHAIRMAN 1.00 3.00 X 0 0 0 WILLIAM W DAVIS SECRETARY 1.00 3.00 X 0 0 0 DAVID ASHWORTH TRUSTEE 1.00 3.00 X 0 0 0 REBECCA GRUCHELLA 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 PHILIP WENTWORTH TRUSTEE 1.00 3.00 X 0 0 0 LAURA WRIGHT TRUSTEE 1.00 3.00 X 0 0 0 0 2053503 235475 0 0 1 0 ANDRES CONSTRUCTION SERVICES LLC 3710 RAWLINS ST SUITE 1510 DALLAS TX 75219 GENERAL CONTRACTOR 14230293 GGCD TEXAS LLC 225 E JOHN CARPENTER FRWY IRVING TX 75062 PROJECT MANAGEMENT SERVICES 2843519 THREE LIVING ARCHITECTURE 4040 N CENTRAL EXPRESSWAY DALLAS TX 75204 ARCHITECTURE AND DESIGN SERVICES 1114900 ANSTEY HODGE ADVERTISING GROUP 120 COMMONWEALTH AVE NE ROANOKE VA 24016 MARKETING CONSULTING 391698 KIMLEY-HORN AND ASSOCIATES PO BOX 951640 DALLAS TX 75395 CONSULTANT - CIVIL ENGINEER 251193 6 168465 168465 168465 0 0 168465 X 1608534 1608534 10208 10208 973354 973354 RIGHT OF USE LEASE AMOR 1737 1737 2593833 2593833 0 0 74505 420305 7725670 153887930 77056 45652 13744922 207058 13542154 13537864 7271759 37645396 28691144 205537147 2407685 6892173 21161183 193930778 5705642 8967227 29274510 209790178 X -583366 -4253031 -583366 -4253031 28691144 205537147 X -2425368 -1244297 X X 0 1 X 1 0 X 0 181 168465 168646 181 168465 168646 181 168465 168646 X SCHEDULE A THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING WAS FORMED IN 2020 WHICH WAS A SHORT YEAR FOR THE ENTITY. 13142957 13142957 455680 175612 280068 15516 5172 10344 130769 26274 104495 13537864 CONSTRUCTION IN PROGRESS 37530014 LEASE RIGHT OF USE ASSET 115382 37645396 RESERVE DEPOSITS 8730268 DEVELOPMENT - DUE TO SPONSOR 159358 LONG-TERM LEASE LIABILITY 67393 NOTE PAYABLE ACCR INTEREST 10208 8967227 X 168465 0 168465 0 168465 2593833 0 2593833 0 2593833 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 0 384261 0 176715 0 3032 0 28618 0 38574 0 631200 0 0 STEVEN AILEY CHIEF FINANCIAL OFFICER 0 234195 0 98018 0 6536 0 15730 0 36173 0 390652 0 0 SCOTT POLZIN CHIEF OPERATING OFFICER 0 224469 0 91401 0 6723 0 17545 0 0 0 340138 0 0 CHRISTOPHER SONGER DIRECTOR OF PROJECT DEVELO 0 169759 0 2250 0 1291 0 4456 0 14033 0 191789 0 0 KIM HARDEN ASSOCIATE EXECUTIVE DIRECTOR 0 155254 0 11712 0 0 0 2184 0 11376 0 180526 0 0 ADRIANA MAUBOUSSIN COMMUNITY LIAISON 0 116801 0 49100 0 0 0 2429 0 21456 0 189786 0 0 MONIKA PEARCE RESIDENTIAL SALES COUNSELOR 0 69192 0 91950 0 0 0 4167 0 18732 0 184041 0 0 BARBARA MATAMOROS CORPORATE DIRECTOR OF SALES AND MARK 0 157825 0 500 0 2519 0 4200 0 15802 0 180846 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 2022 TIM MALLAD CONTRIBUTED $14,460, STEVE AILEY CONTRIBUTED $9,033, AND SCOTT POLZIN CONTRIBUTED $8,399, RESPECTIVELY. A NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 261604618 64542UGH1 2022-08-02 196222934 SEE SCHEDULE K PART VI 0 0 0 A 196222934 12440393 3537299 38584347 26015865 115645030 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 FOR THE CONSTRUCTION OF A CCRC, REFUND PRIOR YEAR BOND ISSUES OUTSTANDING, CREATE A REASONABLE RESERV, AND PAY FOR A PORTION OF THE COSTS TO ISSUE THE BONDS. 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 4 EFFECTIVE 2022, FOREFRONT LIVING PLANO CHANGED ITS NAME TO THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING. 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 COMPENSATION IS REVIEWED ANUALLY BY AN OUTSIDE CONSULTANT AND SURVEYS FROM INDUSTRY ARE USED. THE BOARD ALSO HAS A COMPENSATION COMMITTEE THAT REVIEWS THE CURRENT COMPENSATION COMPARED TO LIKE ENTITIES AND MAKES RECOMMENDATIONS TO THE BOARD FOR CHANGES IN COMPENSATION. THE OUTSIDE CONSULTANT REVIEWS COMPENSATION, INDEPENDENT OF THE COMPENSATION COMMITTEE. 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 1,608,534. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,608,534. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER TO AFFILIATE -1,244,297. 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 FAITH PRESBYTERIAN PROVIDERS INC 12477 MERIT DRIVE DALLAS TX 75251 383800779 HOSPICE SERVICES TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 FOREFRONT LIVING SAN ANTONIO 12457 MERIT DRIVE DALLAS TX 75251 872465887 FUTURE EXPANSION TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 0 1 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0