2022-11-14T10:26:25-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2021-01-01 751910084 PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION PRES 2144131577 12467 MERIT DRIVE DALLAS TX 75251 STEVE AILEY CHIEF FINANCIAL OFFICER 2144131577 2022-11-14 1 STEVE AILEY 999009999 RAHIM HABIB P01912003 9723835700 2022-11-04 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z FOREFRONT LIVING FOUNDATION TIM MALLAD 12467 MERIT DRIVE DALLAS TX 75251 8117129 0 X WWW.FOREFRONTLIVING.ORG/FOUNDATION/ X 1983 TX PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION (PCSF) RAISES AND MANAGES CHARITABLE FUNDS TO ASSIST THE MISSION OF THE OTHER NON-PROFIT ENTITIES AND PROGRAMS IN THE PRESBYTERIAN COMMUNITIES AND SERVICES (PCS) FAMILY OF ORGANIZATIONS TO MAKE EACH MOMENT MATTER FOR THOSE IT SERVES. PCSF RELIES ON PHILANTHROPY AND FUNDRAISING TO FUND PROJECTS AND SERVICES INDIVIDUALS SERVED BY THE PCS AFFILIATED ENTITIES AND PROGRAMS SUCH AS PRESBYTERIAN VILLAGE NORTH AND FAITH PRESBYTERIAN HOSPICE. 12 12 8 20 0 0 3841918 7096481 0 0 373764 920469 -84955 41521 4130727 8058471 3023085 2224835 0 0 551651 589739 154703 57278 78598 199132 229767 3928571 3101619 202156 4956852 22347382 28905173 538170 585217 21809212 28319956 X PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION (PCSF) RAISES AND MANAGES CHARITABLE FUNDS TO ASSIST THE MISSION OF THE OTHER NON-PROFIT ENTITIES AND PROGRAMS IN THE PRESBYTERIAN COMMUNITIES AND SERVICES (PCS) FAMILY OF ORGANIZATIONS TO MAKE EACH MOMENT MATTER FOR THOSE IT SERVES. PCSF RELIES ON PHILANTHROPY AND FUNDRAISING TO FUND PROJECTS AND SERVICES INDIVIDUALS SERVED BY THE PCS AFFILIATED ENTITIES AND PROGRAMS SUCH AS PRESBYTERIAN VILLAGE NORTH AND FAITH PRESBYTERIAN HOSPICE. 0 0 1368410 1368410 THE FOUNDATION RAISES AND TRANSFERS CHARITABLE SUPPORT TO GRACE PRESBYTERIAN MINISTRIES, PRESBYTERIAN COMMUNITIES AND SERVICES, AND AFFILIATED ORGANIZATIONS TO PROVIDE BENEVOLENT ASSISTANCE TO PATIENTS, DEVELOP OF NEW SERVICES, PROGRAMS, PROJECTS AND CAPITAL IMPROVEMENTS. 849515 849515 THE FOUNDATION RAISES AND TRANSFERS CHARITABLE SUPPORT TO PRESBYTERIAN VILLAGE NORTH, AND AFFILIATED ORGANIZATIONS FOR THE DEVELOPMENT OF NEW SERVICES, PROGRAMS, PROJECTS AND CAPITAL IMPROVEMENTS TO THE AFFILIATED ORGANIZATION'S CAMPUS. 6910 6910 THE FOUNDATION RAISES AND TRANSFERS CHARITABLE SUPPORT TO THE EMPLOYEE GRANT ASSISTANCE FUND AND PATIENTS FOR FINANCIAL HARDSHIPS. 2224835 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X STEVEN AILEY 2144131561 12467 MERIT DRIVE DALLAS TX 75251 A DEAN CASTILLO TRUSTEE 1.00 X 0 0 0 ANDY KAYE WALSH TRUSTEE 1.00 X 0 0 0 CLARK HODGES TRUSTEE 1.00 X 0 0 0 DAVID PEACOCK TRUSTEE 1.00 X 0 0 0 JORDAN W COWMAN TRUSTEE 1.00 X 0 0 0 JOSEPH L MCENTEE TRUSTEE 1.00 X 0 0 0 L GERALD JERRY BRYANT TRUSTEE 1.00 X 0 0 0 MARY ANN HYDE TRUSTEE 1.00 X 0 0 0 NOE HINOJOSA JR TRUSTEE 1.00 X 0 0 0 RONALD J GAFFORD TRUSTEE 1.00 X 0 0 0 RUSS COLEMAN CHAIRMAN 1.00 X X 0 0 0 SAMMYE MYERS TRUSTEE 1.00 X 0 0 0 STEVEN AILEY CFO/TREASURER 5.00 35.00 X 0 317770 43900 TENA BURLEY EXECUTIVE DIRECTOR - FLF/S 40.00 X 150581 0 16407 TIM MALLAD CHIEF EXECUTIVE OFFICER 5.00 35.00 X 0 528272 68207 BRYAN COOPER EXECUTIVE DIRECTOR - PVN 0.00 40.00 X 0 223509 40433 CHRISTOPHER SONGER DIR OF PROJECT DEVELOPMENT 0.00 40.00 X 0 166196 19824 HEATHER SUMMERS DIRECTOR OF MARKETING - FPH 0.00 40.00 X 0 159795 30707 JOHN MEZO EXECUTIVE DIRECTOR - FPH 0.00 40.00 X 0 204688 41598 SCOTT POLZIN CORP DIRECTOR OF OPERATIONS 0.00 40.00 X 0 305430 15150 150581 1905660 276226 1 0 1 0 0 435125 6661356 7096481 559718 559718 360751 0 360751 360751 360751 10692 435125 58658 -47966 -47966 MISCELLANEOUS REVENUE 900099 89487 89487 89487 8058471 0 0 961990 2204902 2204902 19933 19933 150581 150581 352475 352475 10813 10813 36501 36501 39369 39369 10411 10411 7013 7013 20459 20459 57278 57278 44971 44971 7918 7918 24959 14653 10306 5012 5012 38502 38502 49869 49869 3667 3667 454 454 859 859 96 96 MISCELLANEOUS 13459 2445 11014 DUES AND SUBSCRIPTIONS 2118 2118 3101619 2224835 798186 78598 819340 760956 1202524 1436646 11816 11785 35779 35779 859 0 20050858 26412897 261985 282889 22347382 28905173 60631 49786 477539 535431 538170 585217 X 798584 743088 21010628 27576868 21809212 28319956 22347382 28905173 X 4956852 1498935 54957 X X 0 1 X 1 0 X 8457891 1580307 3538099 3841918 7096481 24514696 8457891 1580307 3538099 3841918 7096481 24514696 6272874 18241822 470044 478818 411280 395851 559718 2315711 647 383 427 100179 101636 26932043 0.67730 0.65570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 647. 2019 AMOUNT: $ 383. 2020 AMOUNT: $ 427. 2021 AMOUNT: $ 100,179. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10731027 4764314 15495341 8185159 2545868 10731027 7220856 1406703 410841 31559 8185159 6088112 35247 1345565 248068 7220856 5224189 13579 1331904 356560 125000 6088112 1.00000 1 0 35779 35779 0 0 GRANT REQUESTS 527219 INTERCOMPANY 8212 535431 X 9571093 1498935 58658 1557593 8013500 44971 44971 8058471 3115365 58717 58717 3056648 44971 44971 3101619 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUNDS IS TO GENERATE EARNINGS. THE EARNINGS GENERATED BY THE ENDOWMENT FUNDS ARE USED FOR THE PURPOSE OF PROVIDING BENEVOLENT CARE, MAINTAINING SPECIAL PROGRAMS, AND UPKEEP OF THE HOSPICE CENTER LAND AND BUILDINGS. PART X, LINE 2: THE FOUNDATIONS INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNREALIZED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THOSE ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS 58,658. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS 58,658. LOSS ON UNCOLLECTIBLE PLEDGES 59. X X X X X 1 VICKY RILEY DBA RILEY COMMUNICATIONS LLC 5908 PRESTON HAVEN DRIVE DALLAS TX 75230 FUNDRAISING CONSULTING 0 0 38060 -38060 PHILANTRHOPIC HORIZONS 8460 BUGLE DR DALLAS TX 75243 FUNDRAISING CONSULTING 0 0 25000 -25000 63060 -63060 TX EMM LUNCHEON 445817 435125 10692 53904 13370 3000 25800 445817 435125 10692 53904 13370 3000 25800 96074 -85382 1 GRACE PRESBYTERIAN MINISTRIES INC 12477 MERIT DRIVE DALLAS TX 75251 751094140 501(C)(3) 2069720 0 PATIENT BENEVOLENT CARE, BEREAVEMENT AND INTEGRATED THERAPY PROGRAMS, CAPITAL IMPROVEMENTS AND MAINTENANCE, FUND HOSPICE START-UP CASH PRESBYTERIAN VILLAGE NORTH 8600 SKYLINE DRIVE DALLAS TX 75243 510190369 501(C)(3) 135182 0 CAPITAL IMPROVEMENTS AND FUNDING FOR SPECIAL PROGRAMS AND EVENTS 2 EMPLOYEE GRANT ASSISTANCE FUND FOR FINANCIAL HARDSHIPS 2 1011 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH THE USE OF REQUESTS FROM ORGANIZATIONS AND INDIVIDUALS. EACH REQUEST INCLUDES AN EXPLANATION FOR THE PURPOSE OF THE REQUEST AND SUPPORTING DOCUMENTATION FOR THE AMOUNTS REQUESTED. EACH REQUEST IS REVIEWED AND APPROVED BY THE PCSF EXECUTIVE DIRECTOR PRIOR TO PAYMENT. X X X X 0 1 0 0 0 0 0 0 0 TIM MALLAD CHIEF EXECUTIVE OFFICER 0 365045 0 159787 0 3440 0 10150 0 58057 0 596479 0 0 STEVEN AILEY CFO/TREASURER 0 228599 0 88111 0 1060 0 8493 0 35407 0 361670 0 0 SCOTT POLZIN CORP DIRECTOR OF OPERATIONS 0 221766 0 82683 0 981 0 10150 0 5000 0 320580 0 0 BRYAN COOPER EXECUTIVE DIRECTOR - PVN 0 184463 0 39046 0 0 0 6591 0 33842 0 263942 0 0 JOHN MEZO EXECUTIVE DIRECTOR - FPH 0 166897 0 37791 0 0 0 5475 0 36123 0 246286 0 0 HEATHER SUMMERS DIRECTOR OF MARKETING - FPH 0 102866 0 56929 0 0 0 4825 0 25882 0 190502 0 0 CHRISTOPHER SONGER DIR OF PROJECT DEVELOPMENT 0 165428 0 0 0 768 0 5948 0 13876 0 186020 0 0 TENA BURLEY EXECUTIVE DIRECTOR - FLF/S 150581 0 0 0 0 0 3855 0 12552 0 166988 0 0 0 PART I, LINE 4B THE ORGANIZATION PARTICIPATES IN A NONQUALIFIED 457(F) RETIREMENT PLAN. DURING 2021, TIM MALLAD, STEVE AILEY, AND SCOTT POLZIN RECEIVED EMPLOYER CONTRIBUTIONS INTO THEIR 457(F) PLAN ACCOUNTS IN THE AMOUNT OF $18,252, $11,430, $11,088, RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 3 ON 5/1/2008, PRESBYTERIAN COMMUNITIES & SERVICES WAS FORMED TO PROVIDE MANAGEMENT AND SHARED SERVICES TO PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION AND OTHER AFFILIATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 4 ON 5/1/2008, PRESBYTERIAN COMMUNITIES & SERVICES WAS FORMED TO PROVIDE MANAGEMENT AND SHARED SERVICES TO PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION AND OTHER AFFILIATED ORGANIZATIONS. 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 REVIEWED ANNUALLY BY AN OUTSIDE CONSULTANT AND SURVEYS FROM INDUSTRY ARE USED. THE BOARD HAS A COMPENSATION COMMITTEE THAT REVIEWS THE CURRENT COMPENSATION COMPARED TO LIKE ENTITIES AND MAKES RECOMMENDATIONS TO THE BOARD FOR CHANGES IN COMPENSATION. THE OUTSIDE CONSULTANT REVIEWS COMPENSATION, INDEPENDENT OF THE COMPENSATION COMMITTEE. 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: NET ASSET TRANSFER FROM AFFILIATE 55,016. LOSS ON UNCOLLECTIBLE PLEDGES -59. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS HAS CHANGED DURING THE FILING YEAR. FORM 990, PART VI, LINE 4: BYLAWS CHANGED IN 2021. NAME CHANGED IN EARLY 2022 PRESBYTERIAN COMMUNITIES AND SERVICES 12457 MERIT DRIVE DALLAS TX 75251 261459224 SHARED SERVICES MANAGEMENT TX 501(C)(3) LINE 12B, II N/A 0 GRACE PRESBYTERIAN MINISTRIES INC 12477 MERIT DRIVE DALLAS TX 75251 751094140 HOSPICE SERVICES TX 501(C)(3) LINE 10 PRESBYTERIAN COMMUNITIES AND SERVICES 0 PRESBYTERIAN VILLAGE NORTH 8600 SKYLINE DR DALLAS TX 75243 510190369 CCRC TX 501(C)(3) LINE 10 PRESBYTERIAN COMMUNITIES AND SERVICES 0 FAITH PRESBYTERIAN PROVIDERS INC 12477 MERIT DRIVE DALLAS TX 75251 383800779 HOSPICE SERVICES TX 501(C)(3) LINE 10 PRESBYTERIAN COMMUNITIES AND SERVICES 0 FOREFRONT LIVING PLANO 12477 MERIT DRIVE DALLAS TX 75251 851339418 CCRC TX 501(C)(3) LINE 10 PRESBYTERIAN COMMUNITIES AND SERVICES 0 FOREFRONT LIVING COLLEYVILLE 12477 MERIT DRIVE DALLAS TX 75251 872465887 FUTURE EXPANSION TX 501(C)(3) LINE 10 PRESBYTERIAN COMMUNITIES AND SERVICES 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0