Skip to content
Nonprofiteer
← FOREFRONT LIVING

Form 990 for tax year 2022

Filed by FOREFRONT LIVING.

Totals

Total revenue
$3,610,348
Total expenses
$4,231,600
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,509,820
Investment income
$74,009
Other revenue
$26,519
Total assets, end of year
$21,756,324
Total liabilities, end of year
$6,972,743
Net assets or fund balances, end of year
$14,783,581
Program services expenses (Part IX)
$4,231,600
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$4,231,600

Program services were 100.0% 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.

  • 2a · Program service revenue: SHARED SERVICES FEES

    total $3,509,820 · related or exempt $3,509,820

  • 3 · Investment income

    total $74,009 · excluded $74,009

  • 11a · Other revenue: OTHER INCOME

    total $26,519 · excluded $26,519

  • 11e · Other revenue, total

    $26,519

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,734,625 · program services $1,734,625

  • 7 · Other salaries and wages

    total $653,652 · program services $653,652

  • 8 · Pension plan contributions

    total $62,881 · program services $62,881

  • 9 · Other employee benefits

    total $398,050 · program services $398,050

  • 10 · Payroll taxes

    total $116,755 · program services $116,755

  • 11b · Fees: legal

    total $103,305 · program services $103,305

  • 11c · Fees: accounting

    total $16,019 · program services $16,019

  • 11f · Fees: investment management

    total $14,096 · program services $14,096

  • 11g · Fees: other

    total $320,359 · program services $320,359

  • 12 · Advertising and promotion

    total $71,507 · program services $71,507

  • 13 · Office expenses

    total $10,843 · program services $10,843

  • 14 · Information technology

    total $115,642 · program services $115,642

  • 16 · Occupancy

    total $178,860 · program services $178,860

  • 17 · Travel

    total $47,978 · program services $47,978

  • 19 · Conferences, conventions and meetings

    total $15,062 · program services $15,062

  • 20 · Interest

    total $149,407 · program services $149,407

  • 22 · Depreciation, depletion and amortization

    total $96,027 · program services $96,027

  • 23 · Insurance

    total $4,670 · program services $4,670

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $77,158 · program services $77,158

  • 24b · Other expenses: SUPPLIES

    total $20,600 · program services $20,600

  • 24c · Other expenses: MAINTENANCE AND EQUIPME

    total $15,384 · program services $15,384

  • 24d · Other expenses: LICENSES AND TRAINING

    total $8,070 · program services $8,070

  • 24e · All other expenses

    total $650 · program services $650

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,212,897 · end of year $2,239,247

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $5,033,805

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,834 · end of year $31,728

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

    $10,322,443

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

    $1,988,841

  • 10c · Land, buildings and equipment, net

    beginning of year $8,343,556 · end of year $8,333,602

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $2,509,627

  • 13 · Investments: program-related

    beginning of year $3,261,934 · end of year $1,733,327

  • 15 · Other assets

    beginning of year $1,721,412 · end of year $1,874,988

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,671,779 · end of year $1,741,709

  • 24 · Unsecured notes and loans payable

    beginning of year $1,449,252 · end of year $5,230,833

  • 25 · Other liabilities

    beginning of year $134 · end of year $201

  • 27 · Net assets without donor restrictions

    beginning of year $15,413,405 · end of year $14,772,772

  • 28 · Net assets with donor restrictions

    beginning of year $12,063 · end of year $10,809

Mission and programs · 2022

Mission

TO PROMOTE THE MISSIONS OF THE FL FAMILY OF ORGANIZATIONS OF MAKING EACH MOMENT MATTER FOR THOSE IT SERVES.

Activities or mission (Part I)

FOREFRONT LIVING, LOCATED IN DALLAS, IS A NONPROFIT ORGANIZATION THAT PROVIDES ADMINISTRATIVE AND COORDINATIVE SERVICES TO ITS AFFILIATED NONPROFIT ENTITIES AND PROGRAMS, INCLUDING PRESBYTERIAN VILLAGE NORTH FOREFRONT LIVING, FOREFRONT LIVING HOSPICE, THE OUTLOOK AT WINDHAVEN FOREFRONT LIVING, FOREFRONT LIVING FOUNDATION, AND FOREFRONT LIVING SAN ANTONIO. THROUGH ITS SERVICES, FOREFRONT LIVING PROMOTES THE MISSIONS OF THE FOREFRONT LIVING FAMILY OF ORGANIZATIONS BY MAKING EACH MOMENT MATTER FOR THOSE IT SERVES.

  • PROVIDE MANAGEMENT AND SUPPORT SERVICES TO PRESBYTERIAN VILLAGE NORTH FOREFRONT LIVING FOR THE DIRECT BENEFIT OF SUPPORTING PRESBYTERIAN VILLAGE NORTH IN FULFILLING ITS MISSION FOR ALL THEY SERVE.

    Expenses $2,746,272 · Revenue $2,277,843

  • PROVIDE MANAGEMENT AND SUPPORT SERVICES TO FOREFRONT LIVING HOSPICE FOR THE DIRECT BENEFIT OF SUPPORTING THE ORGANIZATION IN FULFILLING ITS MISSION FOR ALL THEY SERVE.

    Expenses $1,447,992 · Revenue $1,201,009

  • PROVIDE MANAGEMENT AND SUPPORT SERVICES TO FOREFRONT LIVING FOUNDATION FOR THE DIRECT BENEFIT OF FULFILLING ITS MISSION FOR ALL THEY SERVE.

    Expenses $37,336 · Revenue $30,968

As filed on the 2022 return.

Listed in Part VII

  • William W Davis

    SECRETARY

    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

  • Brad Nitschke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Philip M Wentworth

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Laura H Wright

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • David Ashworth

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Timothy Mallad

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $631,200
    From this org
    $564,008
    From related orgs
    $0
    Other
    $67,192
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $384,261
    Bonus
    $176,715
    Other
    $3,032
    Deferred
    $28,618
    Nontaxable benefits
    $38,574
    Filer's total
    $631,200

  • Steven Ailey

    CHIEF FINANCIAL OFFICER

    Total calculated
    $390,652
    From this org
    $338,749
    From related orgs
    $0
    Other
    $51,903
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $234,195
    Bonus
    $98,018
    Other
    $6,536
    Deferred
    $15,730
    Nontaxable benefits
    $36,173
    Filer's total
    $390,652

  • Scott Polzin

    CHIEF OPERATING OFFICER

    Total calculated
    $340,138
    From this org
    $322,593
    From related orgs
    $0
    Other
    $17,545
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $224,469
    Bonus
    $91,401
    Other
    $6,723
    Deferred
    $17,545
    Nontaxable benefits
    $0
    Filer's total
    $340,138

  • Kim Harden

    ASSOCIATE EXECUTIVE DIRECTOR

    Total calculated
    $180,526
    From this org
    $0
    From related orgs
    $166,966
    Other
    $13,560
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,254 related
    Bonus
    $0 + $11,712 related
    Other
    $0
    Deferred
    $0 + $2,184 related
    Nontaxable benefits
    $0 + $11,376 related
    Filer's total
    $0 + $180,526 related

  • Adriana Mauboussin

    COMMUNITY LIAISON

    Total calculated
    $189,786
    From this org
    $0
    From related orgs
    $165,901
    Other
    $23,885
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $116,801 related
    Bonus
    $0 + $49,100 related
    Other
    $0
    Deferred
    $0 + $2,429 related
    Nontaxable benefits
    $0 + $21,456 related
    Filer's total
    $0 + $189,786 related

  • Christopher Songer

    DIRECTOR OF PROJECT DEVELO

    Total calculated
    $191,789
    From this org
    $173,300
    From related orgs
    $0
    Other
    $18,489
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,759
    Bonus
    $2,250
    Other
    $1,291
    Deferred
    $4,456
    Nontaxable benefits
    $14,033
    Filer's total
    $191,789

  • Monika Pearce

    RESIDENTIAL SALES COUNSELOR

    Total calculated
    $184,041
    From this org
    $0
    From related orgs
    $161,142
    Other
    $22,899
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $69,192 related
    Bonus
    $0 + $91,950 related
    Other
    $0
    Deferred
    $0 + $4,167 related
    Nontaxable benefits
    $0 + $18,732 related
    Filer's total
    $0 + $184,041 related

  • Barbara Matamoros

    CORPORATE DIRECTOR OF SALE

    Total calculated
    $180,846
    From this org
    $160,844
    From related orgs
    $0
    Other
    $20,002
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $157,825
    Bonus
    $500
    Other
    $2,519
    Deferred
    $4,200
    Nontaxable benefits
    $15,802
    Filer's total
    $180,846

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4B
FOREFRONT LIVING MAINTAINS A 457(F) NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLAN. DURING 2022 TIM MALLAD CONTRIBUTED $14,460, STEVE AILEY CONTRIBUTED $9,033, AND SCOTT POLZIN CONTRIBUTED $8,399, 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
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202313189349314861

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.