2024-10-17T11:36:53-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 15303 N DALLAS PARKWAY SUITE 1400 ADDISON TX 75001 990 2023-01-01 872465887 FOREFRONT LIVING SAN ANTONIO FORE 2144131523 12467 MERIT DRIVE DALLAS TX 75251 STEVE AILEY CFO 2144131523 2024-10-14 1 0 RAHIM HABIB P01912003 9723835700 2024-10-14 2023 2024-10-15 13:58:12Z X TIM MALLAD 12467 MERIT DRIVE DALLAS TX 75251 0 0 X WWW.FOREFRONTLIVING.ORG X 2021 TX FOREFRONT LIVING SAN ANTONIO, AS A MEMBER OF THE FOREFRONT LIVING FAMILY OF NON-PROFIT ORGANIZATIONS, PLEDGES TO MAKE EACH MOMENT MATTER FOR THOSE IT SERVES. 9 9 5 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1093440 0 1093440 0 -1093440 0 26812989 0 27906429 0 -1093440 FOREFRONT LIVING SAN ANTONIO, AS A MEMBER OF THE FOREFRONT LIVING FAMILY OF NON-PROFIT ORGANIZATIONS, PLEDGES TO MAKE EACH MOMENT MATTER FOR THOSE IT SERVES. 0 0 1093440 0 0 FOREFRONT LIVING SAN ANTONIO WAS ESTABLISHED TO DEVELOP, OWN, AND OPERATE A CONTINUING CARE RETIREMENT COMMUNITY IN SAN ANTONIO, TEXAS. THE COMMUNITY IS CURRENTLY IN DEVELOPMENT. 1093440 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 16 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 1 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 X STEVEN AILEY 2144131523 12467 MERIT DRIVE DALLAS TX 75251 LAURA WRIGHT SECRETARY 1.00 3.00 X X 0 0 0 DAVID ASHWORTH TRUSTEE 1.00 3.00 X 0 0 0 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 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 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 DANETTE M MUZIC EXECUTIVE DIRECTOR 1.00 39.00 X 0 218287 2104 HEATHER J LOGAN CONTROLLER 1.00 39.00 X 0 204053 14924 KEO K VELASQUEZ CORP DR OPERATIONS HOSPITALITY 1.00 39.00 X 0 183016 20645 NIESHA L WINTERS COMMUNITY LIAISON 1.00 39.00 X 0 173158 29781 DUSTIN ALLEN EXECUTIVE DIRECTOR 1.00 39.00 X 0 192027 23801 0 2257026 208024 0 0 1 0 THREE LIVING ARCHITECTURE 4925 GREENVILLE AVE SUITE 600 DALLAS TX 75206 CONSULTANT - ARCHITECT 1120641 BC ZIEGLER 735 N WATER STREET SUITE 1000 MILWAUKEE WI 53202 UNDERWRITING SERVICES 932536 GCD TEXAS LLC 220 EAST LAS COLINAS BLVD SUITE 10 IRVING TX 75039 CONSULTANT - DEVELOPER 912524 ATKINS INTERNATIONAL LLC 9901 IH-10 WEST SUITE 800 SAN ANTONIO TX 78230 CONSULTANT - MARKETING 305191 7 0 0 0 0 1091349 1091349 2091 2091 1093440 1093440 0 0 0 136215 0 6892840 0 21071 14080814 2091 0 14078723 0 5684140 0 26812989 0 2047253 0 24160221 0 1698955 0 27906429 X -1093440 0 -1093440 0 26812989 -1093440 0 X X 0 1 X 1 0 X 0 0 X 13644910 13644910 20428 98 20330 415476 1993 413483 14078723 RIGHT OF USE ASSETS 668125 CONSTRUCTION IN PROGRESS 5016015 5684140 DUE TO AFFILIATES 1250000 RESERVE DEPOSITS 38900 LEASE LIABILITY 410055 1698955 0 0 0 0 0 1093440 0 1093440 0 1093440 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 M MUZIC EXECUTIVE DIRECTOR 0 195149 0 23138 0 0 0 1622 0 482 0 220391 0 0 HEATHER J LOGAN CONTROLLER 0 201532 0 2521 0 0 0 1690 0 13234 0 218977 0 0 DUSTIN ALLEN EXECUTIVE DIRECTOR 0 172729 0 19298 0 0 0 845 0 22956 0 215828 0 0 KEO K VELASQUEZ CORP DR OPERATIONS HOSPITALITY 0 183016 0 0 0 0 0 0 0 20645 0 203661 0 0 NIESHA L WINTERS COMMUNITY LIAISON 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 64542DAD4 2023-06-29 22340000 SEE SCHEDULE K PART VI 0 0 0 A 22340000 6678168 446800 15000360 214672 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, CREATE A REASONABLE RESERVE, 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 FOREFRONT LIVING SAN ANTONIO AND OTHER AFFILIATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE 2023, FOREFRONT LIVING COLLEYVILLE CHANGED ITS NAME TO FOREFRONT LIVING SAN ANTONIO. FORM 990, PART VI, SECTION A, LINE 6 FOREFRONT LIVING SAN ANTONIO 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 FOREFRONT LIVING SAN ANTONIO. 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 XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. THIS IS THE FIRST YEAR FOR AN AUDIT. FOREFRONT LIVING HOSPICE 12477 MERIT DRIVE DALLAS TX 75251 751094140 HOSPICE SERVICES TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 FOREFRONT LIVING 12477 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 12477 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 THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING 12477 MERIT DRIVE DALLAS TX 75251 851339418 CCRC 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