2026-09-11T15:29:32-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2025-01-01 872465887 BELLA VIDA FOREFRONT LIVING BELL 2144131523 12467 MERIT DRIVE DALLAS TX 75251 STEVEN AILEY CHIEF FINANCIAL OFFICER 2144131523 2026-09-08 1 ERIKA MARTINEZ P02297196 9723835700 2026-09-08 2025 TIM MALLAD 12467 MERIT DRIVE DALLAS TX 75251 406582 0 X WWW.FOREFRONTLIVING.ORG X 2021 TX BELLA VIDA FOREFRONT LIVING, PART OF THE FOREFRONT LIVING FAMILY, MAKES EACH MOMENT MATTER. 9 9 7 9 0 0 0 0 0 0 273417 406582 0 0 273417 406582 0 0 0 0 0 0 0 0 0 2461116 2754856 2461116 2754856 -2187699 -2348274 36325003 240126882 39606142 246691733 -3281139 -6564851 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 2754856 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. 2754856 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 26 0 7 1 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 2144131523 12467 MERIT DRIVE DALLAS TX 75251 TIMOTHY MALLAD CHIEF EXECUTIVE OFFICER 15.00 25.00 X 0 684269 62216 STEVEN AILEY CHIEF FINANCIAL OFFICER 15.00 25.00 X 0 407448 46383 JANELLE BERTOLINO CHIEF STRATEGY OFFICER 15.00 25.00 X 0 328100 29115 SCOTT POLZIN CHIEF OPERATING OFFICER 15.00 25.00 X 0 335338 16967 KRISTEN JORDAN EXECUTIVE DIRECTOR - OAW 0.00 40.00 X 0 239935 35405 DUSTIN ALLEN EXECUTIVE DIRECTOR - PVN 0.00 40.00 X 0 239235 26129 MARC W MALLORY RESIDENTIAL SALES COUNSELOR 0.00 40.00 X 0 223429 27831 HEATHER J LOGAN CONTROLLER 10.00 30.00 X 0 217837 19479 HEATHER PORCH DIRECTOR OF MARKETING - PVN 0.00 40.00 X 0 208725 24128 CORNELIUS NEIL FOOTE CHAIRMAN 1.00 3.00 X 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 WILLIAM W DAVIS TRUSTEE 1.00 3.00 X 0 0 0 ELIZABETH DISCH TRUSTEE 1.00 3.00 X 0 0 0 REBECCA GRUCHALLA MD TRUSTEE 1.00 3.00 X 0 0 0 DOUG HAWTHORNE TRUSTEE 1.00 3.00 X 0 0 0 NOE HINOJOSA TRUSTEE 1.00 3.00 X 0 0 0 KEVIN JACKSON TRUSTEE 1.00 3.00 X 0 0 0 0 2884316 287653 0 0 1 0 PARIC CORPORATION PO BOX 790379 ST LOUIS MO 63179 GENERAL CONTRACTOR 28852128 GCD TEXAS LLC 220 EAST LAS COLINAS BLVD SUITE 10 IRVING TX 75039 CONSULTANT - DEVELOPER 3795888 THREE LIVING ARCHITECTURE 4925 GREENVILLE AVE SUITE 600 DALLAS TX 75206 CONSULTANT - ARCHITECT 925882 ATKINS INTERNATIONAL LLC 9901 IH-10 WEST SUITE 800 SAN ANTONIO TX 78230 CONSULTANT - MARKETING 899781 BRACEWELL LLP PO BOX 207486 DALLAS TX 75320 LEGAL CONSULTING 269524 10 406582 406582 406582 0 0 406582 2567209 2567209 45189 45189 142458 142458 2754856 2754856 0 0 125963 875507 10675446 163978496 97910 86205 14393214 291289 14130022 14101925 11295662 61084749 36325003 240126882 5114163 8379326 24326252 226688383 10165727 11624024 39606142 246691733 X -3281139 -6564851 -3281139 -6564851 36325003 240126882 X -2348274 -935438 X X 0 1 X 1 0 X 0 273417 406582 679999 273417 406582 679999 273417 406582 679999 X 13791270 13791270 424777 236947 187830 24895 11936 12959 152272 42406 109866 14101925 RIGHT OF USE ASSETS 178814 CONSTRUCTION IN PROGRESS 60905935 61084749 DUE TO AFFILIATES 830000 RESERVE DEPOSITS 10609062 LEASE LIABILITY 184962 11624024 406582 0 406582 0 406582 2754856 0 2754856 0 2754856 0 1 0 0 0 0 0 0 0 TIMOTHY MALLAD CHIEF EXECUTIVE OFFICER 0 456326 0 227943 0 0 0 12250 0 49966 0 746485 0 0 STEVEN AILEY CHIEF FINANCIAL OFFICER 0 282398 0 125050 0 0 0 10713 0 35670 0 453831 0 0 JANELLE BERTOLINO CHIEF STRATEGY OFFICER 0 274637 0 53463 0 0 0 10132 0 18983 0 357215 0 0 SCOTT POLZIN CHIEF OPERATING OFFICER 0 264291 0 71047 0 0 0 11914 0 5053 0 352305 0 0 KRISTEN JORDAN EXECUTIVE DIRECTOR - OAW 0 188123 0 51812 0 0 0 7182 0 28223 0 275340 0 0 DUSTIN ALLEN EXECUTIVE DIRECTOR - PVN 0 195521 0 43714 0 0 0 5282 0 20847 0 265364 0 0 MARC W MALLORY RESIDENTIAL SALES COUNSELOR 0 78104 0 145325 0 0 0 0 0 27831 0 251260 0 0 HEATHER J LOGAN CONTROLLER 0 212609 0 5228 0 0 0 7762 0 11717 0 237316 0 0 HEATHER PORCH DIRECTOR OF MARKETING - PVN 0 91075 0 117650 0 0 0 7503 0 16625 0 232853 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 2025 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 64542UHG2 2025-03-20 231137438 SEE SCHEDULE K PART VI 0 0 0 A 231137438 14099798 4109069 58409694 27375194 129502730 2026 1 1 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, CREATE A REASONABLE RESERVE, AND PAY FOR A PORTION OF THE COSTS TO ISSUE THE BONDS. SCHEDULE K, PART II, COLUMN A, LINE 14 THE DATE THE REFUNDED BONDS WERE ISSUED WAS 6/29/2023. 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 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 XI, LINE 9: LOSS ON REFINANCE OF LONG TERM DEBT -935,438. 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 12467 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 12467 MERIT DRIVE DALLAS TX 75251 511910084 FOUNDATION FOR AFFILIATES TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING 12467 MERIT DRIVE DALLAS TX 75251 851339418 CCRC TX 501(C)(3) LINE 10 FOREFRONT LIVING 0 DYNAMIC HOUSING AND COMMUNITY SERVICES CORPORATION 12467 MERIT DRIVE DALLAS TX 75251 851372679 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