2020-11-04T15:48:02-06:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2019-01-01 261459224 PRESBYTERIAN COMMUNITIES AND SERVICES PRES 2144131523 12467 MERIT DRIVE DALLAS TX 75251 STEVE AILEY CHIEF FINANCIAL OFFICER 2144131523 2020-11-02 1 MICHAEL SIEGEL P01587323 9723835700 2020-11-02 70.142.204.191 2020-11-02 14:17:06 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 114F6C8DE5F2E83D11F7AD49ED323FF314C12BC1 2019 2021-01-29 14:40:06Z FOREFRONT LIVING TIM MALLAD 12467 MERIT DRIVE DALLAS TX 75251 3805384 0 X WWW.FOREFRONTLIVING.ORG X 2007 TX PRESBYTERIAN COMMUNITIES AND SERVICES (PCS), LOCATED IN DALLAS, IS A NONPROFIT ORGANIZATION THAT PROVIDES ADMINISTRATIVE AND COORDINATIVE SERVICES TO ITS AFFILIATED NONPROFIT ENTITIES AND PROGRAMS, INCLUDING PRESBYTERIAN VILLAGE NORTH, FAITH PRESBYTERIAN HOSPICE AND PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION. THROUGH ITS SERVICES, PCS PROMOTES THE MISSIONS OF THE PCS FAMILY OF ORGANIZATIONS BY MAKING EACH MOMENT MATTER FOR THOSE IT SERVES. 8 8 28 8 0 0 0 0 3978413 3639134 0 -138060 229581 136047 4207994 3637121 0 0 0 0 2612657 2268053 0 0 0 1256315 1194403 3868972 3462456 339022 174665 15670502 15991588 1287990 1431050 14382512 14560538 TO PROMOTE THE MISSIONS OF THE PCS FAMILY OF ORGANIZATIONS OF MAKING EACH MOMENT MATTER FOR THOSE IT SERVES. 0 0 2580366 2712034 PROVIDE MANAGEMENT AND SUPPORT SERVICES TO PRESBYTERIAN VILLAGE NORTH FOR THE DIRECT BENEFIT OF SUPPORTING PRESBYTERIAN VILLAGE NORTH IN FULFILLING ITS MISSION FOR ALL THEY SERVE. 874292 918904 PROVIDE MANAGEMENT AND SUPPORT SERVICES TO FAITH PRESBYTERIAN HOSPICE (A DIVISION OF GRACE PRESBYTERIAN MINISTRIES) FOR THE DIRECT BENEFIT OF SUPPORTING FAITH PRESBYTERIAN HOSPICE IN FULFILLING ITS MISSION FOR ALL THEY SERVE. 7798 8196 PROVIDE MANAGEMENT AND SUPPORT SERVICES TO PRESBYTERIAN COMMUNITIES & SERVICES FOUNDATION FOR THE DIRECT BENEFIT OF FULFILLING ITS MISSION FOR ALL THEY SERVE. 3462456 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 37 0 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 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 PHILLIP M WENTWORTH CHAIRMAN 1.00 2.00 X X 0 0 0 CORNELIUS NEIL FOOTE SECRETARY 1.00 0.00 X X 0 0 0 WILLIAM W DAVIS TRUSTEE 1.00 0.00 X 0 0 0 REBECCA GRUCHALLA MD TRUSTEE 1.00 1.00 X 0 0 0 KEVIN JACKSON TRUSTEE 1.00 1.00 X 0 0 0 BRAD NITSCHKE TRUSTEE 1.00 1.00 X 0 0 0 L GERALD JERRY BRYANT TRUSTEE 1.00 1.00 X 0 0 0 LAURA H WRIGHT TRUSTEE 1.00 1.00 X 0 0 0 TIMOTHY MALLAD CHIEF EXECUTIVE OFFICER 15.00 25.00 X 459222 0 43928 STEVEN AILEY CHIEF FINANCIAL OFFICER 15.00 25.00 X 277668 0 44228 SCOTT POLZIN CORPORATE DIRECTOR OF OPERATIONS 15.00 25.00 X 257515 0 14627 BRYAN COOPER EXECUTIVE DIRECTOR - PVN 0.00 40.00 X 0 204217 39181 JOHN MEZO EXECUTIVE DIRECTOR - FAITH 0.00 40.00 X 0 171851 39105 MICHAEL SIMS ASSOCIATE EXECUTIVE DIRECTOR - PVN 0.00 40.00 X 0 166756 3654 CHRISTOPHER SONGER DIRECTOR OF PROJECT DEVELOPMENT 0.00 40.00 X 157908 0 21216 JOEL LEIGH DERR DIRECTOR OF RESIDENTIAL SALES - PVN 0.00 40.00 X 0 154069 48 1152313 696893 205987 7 0 1 0 GLYNNDEVINS ADVERTISING & MARKETING 8880 WARD PARKWAY KANSAS CITY MO 64114 MARKETING SERVICES 163144 PROTOTYPE IT LLC 5870 LONG PRAIRIE ROAD FLOWER MOUND TX 75028 IT SUPPORT SERVICES 162189 GREENBERG TRAURIG LLP 2200 ROSS AVE STE 5200 DALLAS TX 75201 LEGAL SERVICES 125206 3 SHARED SERVICES FEES 900099 3639134 3639134 3639134 30203 30203 168263 -168263 -168263 -168263 OTHER INCOME 900099 136047 136047 136047 3637121 3639134 0 -2013 994405 994405 883729 883729 56118 56118 199412 199412 134389 134389 120639 120639 4754 4754 163485 163485 258447 258447 41213 41213 83822 83822 170494 170494 38151 38151 27076 27076 100955 100955 2390 2390 RECRUITMENT 81692 81692 MAINTENANCE AND EQUIPME 47506 47506 SUPPLIES 22664 22664 MISCELLANEOUS EXPENSES 21958 21958 9157 9157 3462456 3462456 0 0 3246173 4973517 417151 14981 10224858 1823339 8461634 8401519 1790979 1630581 1754565 970990 15670502 15991588 1268195 1425646 19795 5404 1287990 1431050 X 14382512 14548981 11557 14382512 14560538 15670502 15991588 X 174665 11557 -8196 X X 0 1 X 1 0 X X X 3 GRACE PRESBYTERIAN MINISTRIES INC 751094140 10 1 867639 0 PRESBYTERIAN VILLAGE NORTH 510190369 10 1 2560732 0 PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION 751910084 7 1 7739 0 3 3436110 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8275905 8275905 383874 326120 57754 1442314 1081600 360714 122765 415619 -292854 8401519 INVESTMENT - CFRRG 1630581 F 1630581 INTERCOMPANY LOANS 723678 DEBT ISSUANCE COSTS 96055 CONSTRUCTION IN PROGRESS 14181 INTEREST IN NET ASSETS - PCSF 11557 INVESTMENT - 457F 125519 970990 OTHER LIABILITIES 5404 5404 X 3610775 0 3610775 26346 26346 3637121 3436110 0 3436110 26346 26346 3462456 PART X, LINE 2: THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THESE ACTIVITIES. X X X X 0 1 0 0 0 0 0 0 0 TIMOTHY MALLAD CHIEF EXECUTIVE OFFICER 338868 0 116802 0 3552 0 10275 0 33653 0 503150 0 0 0 STEVEN AILEY CHIEF FINANCIAL OFFICER 211986 0 63960 0 1722 0 8358 0 35870 0 321896 0 0 0 SCOTT POLZIN CORPORATE DIRECTOR OF OPERATIONS 198173 0 57720 0 1622 0 9627 0 5000 0 272142 0 0 0 BRYAN COOPER EXECUTIVE DIRECTOR - PVN 0 174113 0 29391 0 713 0 4736 0 34445 0 243398 0 0 JOHN MEZO EXECUTIVE DIRECTOR - FAITH 0 157499 0 13042 0 1310 0 4119 0 34986 0 210956 0 0 MICHAEL SIMS ASSOCIATE EXECUTIVE DIRECTOR - PVN 0 162801 0 0 0 3955 0 3654 0 0 0 170410 0 0 CHRISTOPHER SONGER DIRECTOR OF PROJECT DEVELOPMENT 156480 0 0 0 1428 0 6067 0 15149 0 179124 0 0 0 JOEL LEIGH DERR DIRECTOR OF RESIDENTIAL SALES - PVN 0 92019 0 62050 0 0 0 48 0 0 0 154117 0 0 PART I, LINE 4B THE ORGANIZATION PARTICIPATES IN A NONQUALIFIED 457(F) RETIREMENT PLAN. DURING 2019, TIM MALLAD, STEVE AILEY, AND SCOTT POLZIN RECEIVED EMPLOYER CONTRIBUTIONS INTO THEIR 457(F) PLAN ACCOUNTS IN THE AMOUNT OF $61,538, $33,631, AND $30,350, RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE NOVEMBER 12, 2019, THE ORGANIZATION FILED AN ASSUMED NAME CERTIFICATE WITH THE STATE OF TEXAS TO DO BUSINESS UNDER THE NAME FOREFRONT LIVING. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND CEO WILL REVIEW THE DRAFT REPORT. THE DRAFT REPORT WILL BE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW. ONE BOARD MEMBER WITH PARTICULAR KNOWLEDGE IN THIS AREA WILL REVIEW THE FINAL RETURN BEFORE IT IS FILED. 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: NET ASSET TRANSFER FROM RELATED PARTY -8,196. 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. GRACE PRESBYTERIAN MINISTRIES 12477 MERIT DRIVE DALLAS TX 75251 751094140 HOSPICE SERVICES TX 501(C)(3) LINE 10 PRESBYTERIAN COMMUNITIES & SERVICES 1 PRESBYTERIAN COMMUNITIES & SERVICES FOUNDATION 12467 MERIT DRIVE DALLAS TX 75251 751910084 FOUNDATION FOR AFFILIATES TX 501(C)(3) LINE 7 PRESBYTERIAN COMMUNITIES & SERVICES 1 PRESBYTERIAN VILLAGE NORTH 8600 SKYLINE DR DALLAS TX 75243 510190369 CCRC TX 501(C)(3) LINE 10 PRESBYTERIAN COMMUNITIES & SERVICES 1 FAITH PRESBYTERIAN PROVIDERS INC 12477 MERIT DRIVE DALLAS TX 75251 383800779 PALLATIVE/HOSPICE SERVICES TX 501(C)(3) LINE 10 PRESBYTERIAN COMMUNITIES & SERVICES 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 GRACE PRESBYTERIAN MINISTRIES K 147768 FMV PRESBYTERIAN VILLAGE NORTH L 2712034 FMV GRACE PRESBYTERIAN MINISTRIES L 918904 FMV PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION P 160742 FMV PRESBYTERIAN VILLAGE NORTH Q 4278939 FMV GRACE PRESBYTERIAN MINISTRIES Q 1146208 FMV