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Nonprofiteer
← THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING

Form 990 for tax year 2025

Filed by THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING.

Totals

Total revenue
$16,937,264
Total expenses
$28,681,924
Contributions and grants received
$1,178,518
Grants paid
$0
Program service revenue
$14,003,991
Investment income
$1,690,176
Other revenue
$64,579
Total assets, end of year
$199,082,927
Total liabilities, end of year
$225,709,356
Net assets or fund balances, end of year
-$26,626,429
Program services expenses (Part IX)
$23,879,390
Management and general expenses
$4,802,534
Fundraising expenses
$0
Program service expenses (Part III)
$23,879,390

Program services were 83.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,178,518

  • 2a · Program service revenue: RESIDENT SERVICE REVENUE

    total $11,837,178 · related or exempt $11,837,178

  • 2b · Program service revenue: AMORTIZATION OF DEFERRED RESIDENT

    total $2,166,813 · related or exempt $2,166,813

  • 3 · Investment income

    total $41,686 · excluded $41,686

  • 4 · Income from investment of tax-exempt bond proceeds

    total $1,647,513 · excluded $1,647,513

  • 7a · Gross sales of assets other than inventory

    securities $977

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $977

  • 7d · Net gain or loss

    total $977 · excluded $977

  • 11a · Other revenue: MISCELLANEOUS

    total $24,838 · excluded $24,838

  • 11b · Other revenue: DIETARY

    total $19,686 · excluded $19,686

  • 11c · Other revenue: RESIDENTIAL

    total $15,909 · excluded $15,909

  • 11d · All other revenue

    total $4,146 · excluded $4,146

  • 11e · Other revenue, total

    $64,579

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $3,476,511 · program services $2,727,709 · management and general $748,802

  • 8 · Pension plan contributions

    total $29,227 · program services $22,932 · management and general $6,295

  • 9 · Other employee benefits

    total $803,032 · program services $630,068 · management and general $172,964

  • 10 · Payroll taxes

    total $271,851 · program services $213,297 · management and general $58,554

  • 11a · Fees: management

    total $700,709 · program services $700,709

  • 11b · Fees: legal

    total $20,318 · management and general $20,318

  • 11c · Fees: accounting

    total $34,436 · management and general $34,436

  • 11f · Fees: investment management

    total $11,421 · management and general $11,421

  • 11g · Fees: other

    total $3,905,319 · program services $3,536,093 · management and general $369,226

  • 12 · Advertising and promotion

    total $124,250 · management and general $124,250

  • 13 · Office expenses

    total $22,101 · program services $18,408 · management and general $3,693

  • 14 · Information technology

    total $147,246 · management and general $147,246

  • 16 · Occupancy

    total $840,596 · program services $700,124 · management and general $140,472

  • 17 · Travel

    total $16,128 · management and general $16,128

  • 19 · Conferences, conventions and meetings

    total $15,744 · management and general $15,744

  • 20 · Interest

    total $8,439,525 · program services $7,033,027 · management and general $1,406,498

  • 22 · Depreciation, depletion and amortization

    total $7,836,100 · program services $6,530,083 · management and general $1,306,017

  • 23 · Insurance

    total $325,479 · program services $271,233 · management and general $54,246

  • 24a · Other expenses: DIETARY

    total $770,554 · program services $770,554

  • 24b · Other expenses: MAINTENANCE AND EQUIPME

    total $511,679 · program services $426,399 · management and general $85,280

  • 24c · Other expenses: SUPPLIES

    total $291,802 · program services $243,168 · management and general $48,634

  • 24d · Other expenses: RESIDENT EXPENSES

    total $39,549 · program services $39,549

  • 24e · All other expenses

    total $48,347 · program services $16,037 · management and general $32,310

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,746,350 · end of year $7,210,224

  • 2 · Savings and temporary cash investments

    beginning of year $66,669,690 · end of year $23,869,139

  • 4 · Accounts receivable

    beginning of year $9,967 · end of year $34,897

  • 8 · Inventories for sale or use

    beginning of year $2,535 · end of year $26,610

  • 9 · Prepaid expenses and deferred charges

    beginning of year $182,203 · end of year $121,294

  • 10a · Land, buildings and equipment: cost or other basis

    $172,040,447

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,153,744

  • 10c · Land, buildings and equipment, net

    beginning of year $162,678,600 · end of year $160,886,703

  • 15 · Other assets

    beginning of year $1,512,917 · end of year $6,934,060

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,423,408 · end of year $3,532,264

  • 19 · Deferred revenue

    beginning of year $14,520,154 · end of year $25,060,562

  • 20 · Tax-exempt bond liabilities

    beginning of year $167,062,305 · end of year $106,170,787

  • 25 · Other liabilities

    beginning of year $60,809,770 · end of year $90,945,743

  • 27 · Net assets without donor restrictions

    beginning of year -$15,013,375 · end of year -$26,626,429

Mission and programs · 2025

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.

  • 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

As filed on the 2025 return.

Listed in Part VII

  • WILLIAM W DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • CORNELIUS NEIL FOOTE

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • REBECCA GRUCHALLA MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • KEVIN JACKSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • NOE HINOJOSA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • LAURA H WRIGHT

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • DAVID ASHWORTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ELIZABETH DISCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • DOUG HAWTHORNE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • TIMOTHY MALLAD

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $746,485
    From this org
    $0
    From related orgs
    $684,269
    Other
    $62,216
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,326 related
    Bonus
    $0 + $227,943 related
    Other
    $0
    Deferred
    $0 + $12,250 related
    Nontaxable benefits
    $0 + $49,966 related
    Filer's total
    $0 + $746,485 related

  • STEVEN AILEY

    CHIEF FINANCIAL OFFICER

    Total calculated
    $453,831
    From this org
    $0
    From related orgs
    $407,448
    Other
    $46,383
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,398 related
    Bonus
    $0 + $125,050 related
    Other
    $0
    Deferred
    $0 + $10,713 related
    Nontaxable benefits
    $0 + $35,670 related
    Filer's total
    $0 + $453,831 related

  • SCOTT POLZIN

    CHIEF OPERATING OFFICER

    Total calculated
    $352,305
    From this org
    $0
    From related orgs
    $335,338
    Other
    $16,967
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,291 related
    Bonus
    $0 + $71,047 related
    Other
    $0
    Deferred
    $0 + $11,914 related
    Nontaxable benefits
    $0 + $5,053 related
    Filer's total
    $0 + $352,305 related

  • JANELLE BERTOLINO

    CHIEF STRATEGY OFFICER

    Total calculated
    $357,215
    From this org
    $0
    From related orgs
    $328,100
    Other
    $29,115
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,637 related
    Bonus
    $0 + $53,463 related
    Other
    $0
    Deferred
    $0 + $10,132 related
    Nontaxable benefits
    $0 + $18,983 related
    Filer's total
    $0 + $357,215 related

  • DUSTIN ALLEN

    EXECUTIVE DIRECTOR - PVN

    Total calculated
    $265,364
    From this org
    $0
    From related orgs
    $239,235
    Other
    $26,129
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,521 related
    Bonus
    $0 + $43,714 related
    Other
    $0
    Deferred
    $0 + $5,282 related
    Nontaxable benefits
    $0 + $20,847 related
    Filer's total
    $0 + $265,364 related

  • HEATHER J LOGAN

    CONTROLLER

    Total calculated
    $237,316
    From this org
    $0
    From related orgs
    $217,837
    Other
    $19,479
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,609 related
    Bonus
    $0 + $5,228 related
    Other
    $0
    Deferred
    $0 + $7,762 related
    Nontaxable benefits
    $0 + $11,717 related
    Filer's total
    $0 + $237,316 related

  • MALLORY MARC W

    RESIDENTIAL SALES COUNSELOR

    Total calculated
    $251,260
    From this org
    $0
    From related orgs
    $223,429
    Other
    $27,831
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $78,104 related
    Bonus
    $0 + $145,325 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $27,831 related
    Filer's total
    $0 + $251,260 related

  • HEATHER PORCH

    DIRECTOR OF MARKETING - PVN

    Total calculated
    $232,853
    From this org
    $0
    From related orgs
    $208,725
    Other
    $24,128
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $91,075 related
    Bonus
    $0 + $117,650 related
    Other
    $0
    Deferred
    $0 + $7,503 related
    Nontaxable benefits
    $0 + $16,625 related
    Filer's total
    $0 + $232,853 related

  • KRISTEN JORDAN

    EXECUTIVE DIRECTOR - OAW

    Total calculated
    $275,340
    From this org
    $239,935
    From related orgs
    $0
    Other
    $35,405
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,123
    Bonus
    $51,812
    Other
    $0
    Deferred
    $7,182
    Nontaxable benefits
    $28,223
    Filer's total
    $275,340

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
IRS schema version
2025v4.2
Source object
202642529349301889

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