2025-09-16T09:38:38-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 15303 N DALLAS PARKWAY SUITE 1400 ADDISON TX 75001 990 2024-01-01 872465887 BELLA VIDA FOREFRONT LIVING BELL 2144131523 12467 MERIT DRIVE DALLAS TX 75251 STEVE AILEY CFO 2144131523 2025-09-15 1 0 RAHIM HABIB P01912003 9723835700 2025-09-15 2024 2025-03-06 01:10:19Z X TIM MALLAD 12467 MERIT DRIVE DALLAS TX 75251 273417 0 X WWW.FOREFRONTLIVING.ORG X 2021 TX BELLA VIDA FOREFRONT LIVING, AS A MEMBER OF THE FOREFRONT LIVING FAMILY OF NON-PROFIT ORGANIZATIONS, PLEDGES TO MAKE EACH MOMENT MATTER FOR THOSE IT SERVES. 10 10 6 10 0 0 0 0 0 0 0 273417 0 0 0 273417 0 0 0 0 0 0 0 0 0 1093440 2461116 1093440 2461116 -1093440 -2187699 26812989 36325003 27906429 39606142 -1093440 -3281139 BELLA VIDA 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 2461116 0 0 BELLA VIDA FOREFRONT LIVING WAS ESTABLISHED TO DEVELOP, OWN, AND OPERATE A CONTINUING CARE RETIREMENT COMMUNITY IN SAN ANTONIO, TEXAS. THE COMMUNITY IS CURRENTLY IN DEVELOPMENT. 2461116 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 23 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 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 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 1.00 39.00 X 0 654285 59739 STEVEN AILEY CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 388505 26375 SCOTT POLZIN CHIEF OPERATING OFFICER 1.00 39.00 X 0 365059 17183 JANELLE BERTOLINO CHIEF STRATEGY OFFICER 1.00 39.00 X 0 273064 19362 DUSTIN ALLEN EXECUTIVE DIRECTOR - PVN 0.00 40.00 X 0 208251 32284 HEATHER J LOGAN CONTROLLER 1.00 39.00 X 0 200932 50593 KEO K VELASQUEZ CORP DR OPERATIONS HOSPITALITY 1.00 39.00 X 0 193120 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 0 2677819 248688 0 0 1 0 THREE LIVING ARCHITECTURE 4925 GREENVILLE AVE SUITE 600 DALLAS TX 75206 CONSULTANT - ARCHITECT 1092479 ATKINS INTERNATIONAL LLC 9901 IH-10 WEST SUITE 800 SAN ANTONIO TX 78230 CONSULTANT - MARKETING 943211 GCD TEXAS LLC 220 EAST LAS COLINAS BLVD SUITE 10 IRVING TX 75039 CONSULTANT - DEVELOPER 893915 DIMENSIONS CONTRACTING 8615 BOTTS STREET SAN ANTONIO TX 78217 GENERAL CONTRACTOR 196412 BRIDGET BOHACZ & ASSOCIATES 1743 DORSEY ROAD SUITE 108 HANOVER MD 21076 CONSULTANT - INTERIOR DESIGNER 120548 6 273417 273417 273417 0 0 273417 2110405 2110405 350711 350711 2461116 2461116 0 0 136215 125963 6892840 10675446 21071 97910 14278853 148831 14078723 14130022 5684140 11295662 26812989 36325003 2047253 5114163 24160221 24326252 1698955 10165727 27906429 39606142 X -1093440 -3281139 -1093440 -3281139 26812989 36325003 -2187699 0 X X 0 1 X 1 0 X 0 273417 273417 273417 273417 273417 273417 X 13678683 13678683 424777 121100 303677 24895 6957 17938 150498 20774 129724 14130022 RIGHT OF USE ASSETS 420343 CONSTRUCTION IN PROGRESS 10875319 11295662 DUE TO AFFILIATES 1250000 RESERVE DEPOSITS 8613543 LEASE LIABILITY 302184 10165727 273417 0 273417 0 273417 2461116 0 2461116 0 2461116 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 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 2024 TIM MALLAD CONTRIBUTED $21,934, STEVE AILEY CONTRIBUTED $13,616, AND SCOTT POLZIN CONTRIBUTED $12,546, 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 2052985 446800 19840215 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 BELLA VIDA FOREFRONT LIVING AND OTHER AFFILIATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE 2024, FOREFRONT LIVING SAN ANTONIO CHANGED ITS NAME TO BELLA VIDA FOREFRONT LIVING. FORM 990, PART VI, SECTION A, LINE 6 BELLA VIDA 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 BELLA VIDA 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 XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE 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 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