2024-10-17T11:39:05-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2023-01-01 851339418 THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING OUTL 2144131523 12467 MERIT DRIVE DALLAS TX 75251 STEVE AILEY CHIEF FINANCIAL OFFICER 2144131523 2024-10-14 1 0 RAHIM HABIB P01912003 9723835700 2024-10-14 2023 2024-10-15 13:58:12Z THE OUTLOOK AT WINDHAVEN TIM MALLAD 12467 MERIT DRIVE DALLAS TX 75251 466413 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. 9 9 6 9 0 0 0 0 0 0 168465 466413 0 0 168465 466413 0 0 0 0 0 0 0 0 0 2593833 2172611 2593833 2172611 -2425368 -1706198 205537147 204980984 209790178 210940213 -4253031 -5959229 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 2172611 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. 2172611 1 0 0 0 0 0 0 0 0 0 1 0 0 1 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 50 0 6 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 CORNELIUS NEIL FOOTE CHAIRMAN 1.00 3.00 X X 0 0 0 WILLIAM W DAVIS TRUSTEE 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 LAURA WRIGHT SECRETARY 1.00 3.00 X X 0 0 0 NOE HINOJOSA TRUSTEE 1.00 3.00 X 0 0 0 ELIZABETH DISCH TRUSTEE 1.00 3.00 X 0 0 0 TIMOTHY MALLAD CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 599008 51951 STEVEN AILEY CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 352582 48213 SCOTT POLZIN CHIEF OPERATING OFFICER 1.00 39.00 X 0 334895 16605 DUSTIN ALLEN EXECUTIVE DIRECTOR - PVN 0.00 40.00 X 0 192027 23801 HEATHER LOGAN CONTROLLER 1.00 39.00 X 0 204053 14924 NIESHA WINTERS COMMUNITY LIAISON - FLH 0.00 40.00 X 0 173158 29781 KEO VELASQUEZ CORP DIR OF OPERATIONS AND HOSPITALITY 1.00 39.00 X 0 183016 20645 DANETTE MUZIC EXECUTIVE DIRECTOR - FLH 0.00 40.00 X 0 218287 2104 0 2257026 208024 0 0 1 0 ANDRES CONSTRUCTION SERVICES LLC 3710 RAWLINS ST SUITE 1510 DALLAS TX 75219 GENERAL CONTRACTOR 50400512 GGCD TEXAS LLC 225 E JOHN CARPENTER FRWY IRVING TX 75062 PROJECT MANAGEMENT SERVICES 891890 ANSTEY HODGE ADVERTISING GROUP 120 COMMONWEALTH AVE NE ROANOKE VA 24016 MARKETING CONSULTING 506880 THREE LIVING ARCHITECTURE 4040 N CENTRAL EXPRESSWAY DALLAS TX 75204 ARCHITECTURE AND DESIGN SERVICES 473983 BRIDEGET BOHACZ AND ASSOCIATES 1743 DORSEY ROAD SUITE 108 HANOVER MD 21076 CONSULTANT - INTERIOR DESIGN SERVICES 280065 10 466413 466413 466413 0 0 466413 X 2013324 2013324 24500 24500 134607 134607 RIGHT OF USE LEASE AMOR 180 180 2172611 2172611 0 0 420305 469785 153887930 94642358 45652 62842 13701434 341665 13537864 13359769 37645396 96446230 205537147 204980984 6892173 6386377 193930778 194075668 8967227 10478168 209790178 210940213 X -4253031 -5959229 -4253031 -5959229 205537147 204980984 -1706198 0 X X 0 1 X 1 0 X 0 181 168465 466413 635059 181 168465 466413 635059 181 168465 466413 635059 X SCHEDULE A THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING WAS FORMED IN 2020 WHICH WAS A SHORT YEAR FOR THE ENTITY. 13148817 13148817 406332 288111 118221 15516 8275 7241 130769 45279 85490 13359769 CONSTRUCTION IN PROGRESS 96380644 LEASE RIGHT OF USE ASSET 65586 96446230 RESERVE DEPOSITS 10363628 DEVELOPMENT - DUE TO SPONSOR 65799 LONG-TERM LEASE LIABILITY 14033 NOTE PAYABLE ACCR INTEREST 34708 10478168 X 466413 0 466413 0 466413 2172611 0 2172611 0 2172611 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 415869 0 183139 0 0 0 11550 0 40401 0 650959 0 0 STEVEN AILEY CHIEF FINANCIAL OFFICER 0 252193 0 100389 0 0 0 9328 0 38885 0 400795 0 0 SCOTT POLZIN CHIEF OPERATING OFFICER 0 242066 0 92829 0 0 0 11550 0 5055 0 351500 0 0 DANETTE MUZIC EXECUTIVE DIRECTOR - FLH 0 195149 0 23138 0 0 0 1622 0 482 0 220391 0 0 HEATHER LOGAN CONTROLLER 0 201532 0 2521 0 0 0 1690 0 13234 0 218977 0 0 DUSTIN ALLEN EXECUTIVE DIRECTOR - PVN 0 172729 0 19298 0 0 0 845 0 22956 0 215828 0 0 KEO VELASQUEZ CORP DIR OF OPERATIONS AND HOSPITALI 0 183016 0 0 0 0 0 0 0 20645 0 203661 0 0 NIESHA WINTERS COMMUNITY LIAISON - FLH 0 102488 0 70670 0 0 0 6399 0 23382 0 202939 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 2023 TIM MALLAD CONTRIBUTED $20,890, STEVE AILEY CONTRIBUTED $12,967, AND SCOTT POLZIN CONTRIBUTED $11,948, RESPECTIVELY. A NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 261604618 64542UGH1 2022-08-02 196222934 SEE SCHEDULE K PART VI 0 0 0 A 196857993 13075437 3537299 92077674 25380821 62151703 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 2,013,324. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,013,324. 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 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0