Nonprofit · EIN 85-1339418
THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING
Tax-exempt · DALLAS, TX 75251
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $16,937,264 | $28,681,924 | -$11,744,660 | $199,082,927 | $225,709,356 | -$26,626,429 |
| December 31, 2024 | 990 | $2,348,220 | $11,387,861 | -$9,039,641 | $234,802,262 | $249,815,637 | -$15,013,375 |
| December 31, 2023 | 990 | $466,413 | $2,172,611 | -$1,706,198 | $204,980,984 | $210,940,213 | -$5,959,229 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,178,518
- Program service revenue
- $14,003,991
- Investment income
- $1,690,176
- Net gain from sales of assets
- $977
- Tax-exempt bond proceeds
- $1,647,513
- Other revenue
- $64,579
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $3,476,511
- Salaries, compensation and benefits (total)
- $4,580,621
- Professional fundraising fees
- $0
- Legal fees
- $20,318
- Accounting fees
- $34,436
- Occupancy
- $840,596
- Travel
- $16,128
- Depreciation
- $7,836,100
- Program services (functional)
- $23,879,390
- Management and general (functional)
- $4,802,534
Balance sheet and other
- Total assets, start of year
- $234,802,262
- Total assets, end of year
- $199,082,927
- Total liabilities, end of year
- $225,709,356
- Net assets, end of year
- -$26,626,429
- Land, buildings and equipment
- $160,886,703
- Net assets without donor restrictions
- -$26,626,429
- Gross receipts
- $16,937,264
- Employees
- 169
- Volunteers
- 9
- Year formed
- 2020
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIMOTHY MALLAD | CHIEF EXECUTIVE OFFICER Officer | 15 | $0 | $684,269 | $62,216 |
| STEVEN AILEY | CHIEF FINANCIAL OFFICER Officer | 15 | $0 | $407,448 | $46,383 |
| JANELLE BERTOLINO | CHIEF STRATEGY OFFICER Officer | 15 | $0 | $328,100 | $29,115 |
| SCOTT POLZIN | CHIEF OPERATING OFFICER Officer | 15 | $0 | $335,338 | $16,967 |
| KRISTEN JORDAN | EXECUTIVE DIRECTOR - OAW Highest-paid employee | 40 | $239,935 | $0 | $35,405 |
| DUSTIN ALLEN | EXECUTIVE DIRECTOR - PVN Highest-paid employee | 0 | $0 | $239,235 | $26,129 |
| MALLORY MARC W | RESIDENTIAL SALES COUNSELOR Highest-paid employee | 0 | $0 | $223,429 | $27,831 |
| HEATHER J LOGAN | CONTROLLER Highest-paid employee | 10 | $0 | $217,837 | $19,479 |
| HEATHER PORCH | DIRECTOR OF MARKETING - PVN Highest-paid employee | 0 | $0 | $208,725 | $24,128 |
| WILLIAM W DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CORNELIUS NEIL FOOTE | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REBECCA GRUCHALLA MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NOE HINOJOSA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAURA H WRIGHT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID ASHWORTH | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH DISCH | TRUSTEE Trustee or director | 1 | $0 |
| DOUG HAWTHORNE | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIMOTHY MALLAD | CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $654,285 | $59,739 |
| STEVEN AILEY | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $388,505 | $26,375 |
| SCOTT POLZIN | CHIEF OPERATING OFFICER Officer | 1 | $0 | $365,059 | $17,183 |
| JANELLE BERTOLINO | CHIEF STRATEGY OFFICER Officer | 1 | $0 | $273,064 | $19,362 |
| HEATHER J LOGAN | CONTROLLER Highest-paid employee | 1 | $0 | $200,932 | $50,593 |
| DUSTIN ALLEN | EXECUTIVE DIRECTOR - PVN Highest-paid employee | 0 | $0 | $208,251 | $32,284 |
| KEO K VELASQUEZ | CORP DR OPERATIONS HOSPITALITY Highest-paid employee | 1 | $0 | $193,120 | $23,507 |
| KRISTEN JORDAN | EXECUTIVE DIRECTOR - OAW Highest-paid employee | 40 | $208,757 | $0 | $243 |
| HEATHER PORCH | DIRECTOR OF MARKETING - PVN Highest-paid employee | 0 | $0 | $185,846 | $19,402 |
| WILLIAM W DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CORNELIUS NEIL FOOTE | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REBECCA GRUCHALLA MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRAD NITSCHKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NOE HINOJOSA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAURA H WRIGHT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID ASHWORTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH DISCH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DOUG HAWTHORNE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIMOTHY MALLAD | CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $599,008 | $51,951 |
| STEVEN AILEY | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $352,582 | $48,213 |
| SCOTT POLZIN | CHIEF OPERATING OFFICER Officer | 1 | $0 | $334,895 | $16,605 |
| DANETTE MUZIC | EXECUTIVE DIRECTOR - FLH Highest-paid employee | 0 | $0 | $218,287 | $2,104 |
| HEATHER LOGAN | CONTROLLER Highest-paid employee | 1 | $0 | $204,053 | $14,924 |
| DUSTIN ALLEN | EXECUTIVE DIRECTOR - PVN Highest-paid employee | 0 | $0 | $192,027 | $23,801 |
| KEO VELASQUEZ | CORP DIR OF OPERATIONS AND HOSPITALITY Highest-paid employee | 1 | $0 | $183,016 | $20,645 |
| NIESHA WINTERS | COMMUNITY LIAISON - FLH Highest-paid employee | 0 | $0 | $173,158 | $29,781 |
| CORNELIUS NEIL FOOTE | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM W DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID ASHWORTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REBECCA GRUCHELLA MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRAD NITSCHKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAURA WRIGHT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NOE HINOJOSA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH DISCH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12467 MERIT DR, DALLAS, TX 75251-2344
- In care of
- % TIMOTHY MALLAD
- Principal officer (990 for 2025)
- TIM MALLAD, 12467 MERIT DRIVE, DALLAS, TX 75251
- Signed the 990
- STEVE AILEY, CHIEF FINANCIAL OFFICER
- Phone
- (214) 413-1523
- Website
- WWW.FOREFRONTLIVING.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
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.
Program accomplishments
- THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING, WAS ESTABLISHED TO DEVELOP, OWN, AND OPERATE A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) IN PLANO, TEXAS.Expenses $23,879,390 · revenue $14,003,991
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-1339418
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $199,082,927
- Income (IRS master file)
- $16,937,264
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $16,937,264 | $28,681,924 | $199,082,927 | XML |
| 990 | December 2024 | $2,348,220 | $11,387,861 | $234,802,262 | XML |
| 990 | December 2023 | $466,413 | $2,172,611 | $204,980,984 | XML |
| 990 | December 2022 | $168,465 | $2,593,833 | $205,537,147 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-1339418).
Questions about THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING
- What is the EIN of THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING?
- The employer identification number (EIN) of THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING is 85-1339418.
- Is THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING?
- The 990 for the year ended December 31, 2025 names TIM MALLAD.
- Who are the officers and directors of THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING?
- The 990 for the year ended December 31, 2025 lists 18 people; 1 received compensation from the organization.
- How much revenue does THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $16,937,264, expenses of $28,681,924 and total assets of $199,082,927 at year end.
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