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Nonprofiteer
← GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES

Form 990 for tax year 2024

Filed by GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES.

Totals

Total revenue
$8,281,341
Total expenses
$8,138,769
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$7,858,938
Management and general expenses
$279,831
Fundraising expenses
$0
Program service expenses (Part III)
$7,858,938

Program services were 96.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT A LIEBREICH

    CHAIR, PRESIDENT AND CEO

    Total calculated
    $770,678
    From this org
    $0
    From related orgs
    $678,774
    Other
    $91,904
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $513,274 related
    Bonus
    $0 + $142,500 related
    Other
    $0 + $23,000 related
    Deferred
    $0 + $45,904 related
    Nontaxable benefits
    $0 + $46,000 related
    Filer's total
    $0 + $770,678 related

  • TIMOTHY SMITH

    CHIEF FINANCIAL OFFICER

    Total calculated
    $514,955
    From this org
    $0
    From related orgs
    $428,557
    Other
    $86,398
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,859 related
    Bonus
    $0 + $53,698 related
    Other
    $0 + $13,000 related
    Deferred
    $0 + $29,089 related
    Nontaxable benefits
    $0 + $57,309 related
    Filer's total
    $0 + $514,955 related

  • HOLLY HANISIAN

    ASSISTANT SECRETARY/CHIEF OF STAFF

    Total calculated
    $228,477
    From this org
    $0
    From related orgs
    $182,338
    Other
    $46,139
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,041 related
    Bonus
    $0 + $23,297 related
    Other
    $0 + $10,000 related
    Deferred
    $0 + $12,064 related
    Nontaxable benefits
    $0 + $34,075 related
    Filer's total
    $0 + $228,477 related

  • LISA GIESLER

    CHAIR (UNTIL 12/2024)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KATIE HORTON

    VICE CHAIR (UNTIL 12/2024)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • BEN MARCANTONIO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • CHANDRA KUMAR

    CHIEF OPERATING OFFICER

    Total calculated
    $482,990
    From this org
    $0
    From related orgs
    $391,466
    Other
    $91,524
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,182 related
    Bonus
    $0 + $54,284 related
    Other
    $0 + $13,000 related
    Deferred
    $0 + $26,493 related
    Nontaxable benefits
    $0 + $65,031 related
    Filer's total
    $0 + $482,990 related

  • ANDREW SIEGEL

    ASSISTANT SECRETARY/CHIEF BUSINESS DEVELOPMENT OFF

    Total calculated
    $369,040
    From this org
    $0
    From related orgs
    $322,181
    Other
    $46,859
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,156 related
    Bonus
    $0 + $41,025 related
    Other
    $0 + $10,000 related
    Deferred
    $0 + $21,853 related
    Nontaxable benefits
    $0 + $25,006 related
    Filer's total
    $0 + $369,040 related

  • REBECCA DUAN

    ASSISTANT TREASURER/CONTROLLER

    Total calculated
    $252,465
    From this org
    $0
    From related orgs
    $203,545
    Other
    $48,920
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,362 related
    Bonus
    $0 + $18,183 related
    Other
    $0
    Deferred
    $0 + $14,248 related
    Nontaxable benefits
    $0 + $34,672 related
    Filer's total
    $0 + $252,465 related

  • MELINDA GREN

    VP OF PERFORMANCE AND OPERATIONS

    Total calculated
    $240,524
    From this org
    $198,135
    From related orgs
    $0
    Other
    $42,389
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,540
    Bonus
    $17,595
    Other
    $10,000
    Deferred
    $13,169
    Nontaxable benefits
    $29,220
    Filer's total
    $240,524

  • KERRI MAI

    HOME HEALTH ADMIN

    Total calculated
    $152,988
    From this org
    $132,335
    From related orgs
    $0
    Other
    $20,653
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,997
    Bonus
    $7,338
    Other
    $0
    Deferred
    $9,263
    Nontaxable benefits
    $11,390
    Filer's total
    $152,988

  • LIA POYNOR

    DIRECTOR OF THERAPY AND WELLNESS GLH

    Total calculated
    $135,606
    From this org
    $116,059
    From related orgs
    $0
    Other
    $19,547
    Hours/week
    40

  • KANG TZU LEE

    DIRECTOR OF REHABILITATION

    Total calculated
    $150,400
    From this org
    $107,223
    From related orgs
    $0
    Other
    $43,177
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $104,901
    Bonus
    $2,322
    Other
    $0
    Deferred
    $7,506
    Nontaxable benefits
    $35,671
    Filer's total
    $150,400

  • WILBERT AGUILA

    PHYSICAL THERAPIST

    Total calculated
    $126,650
    From this org
    $103,293
    From related orgs
    $0
    Other
    $23,357
    Hours/week
    40

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 — 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
  • 5b · Pay contingent on a related organization's revenues
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments

Answered no

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

The filer's explanations (Part III)

PART I, LINE 3
THE OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE PAID BY GOODWIN HOUSE INCORPORATED, A RELATED TAX EXEMPT ORGANIZATION. GOODWIN HOUSE INCORPORATED USES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPARATIVE COMPENSATION STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. WE ALSO PURCHASED A PRODUCT THAT ALLOWS US TO BENCHMARK THE MARKET. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTS AN ANNUAL REVIEW OF THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT AND CEO; RESULTS OF THE PERFORMANCE REVIEW AND WAGE ANALYSIS ARE SHARED WITH THE FULL BOARD, AND THE BOARD OF TRUSTEES ESTABLISHES THE COMPENSATION OF THE PRESIDENT AND CEO BASED ON THE DATA PRESENTED. ON A REGULAR (NOT ANNUAL) BASIS, AN OUTSIDE CONSULTANT IS RETAINED TO EVALUATE THE WAGES OF OTHER KEY EMPLOYEES, SUCH AS WAGES OF THE CFO, COO, CHIEF PHILANTHROPY OFFICER, CHIEF PEOPLE OFFICER, CHIEF BUSINESS DEVELOPMENT OFFICER, AND CHIEF MARKETING & STRATEGY OFFICER. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025.
PART I, LINE 4B
THE ORGANIZATION SPONSORS ELIGIBLE DEFERRED COMPENSATION PLANS UNDER SECTIONS 457(B) AND 457(F). THESE PLANS ARE INTENDED TO BE TOP HAT PLANS UNDER SECTION 201(2) OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974. THE ORGANIZATION CONTRIBUTED $80,000 AND $128,333 TO THE SECTION 457 PLANS FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024, RESPECTIVELY. THE ORGANIZATION MAINTAINED A 457(F) NONQUALIFIED RETIREMENT PLAN. DURING CALENDAR YEAR 2024, DISTRIBUTIONS WERE MADE TO THE FOLLOWING INDIVIDUALS FROM THE PLAN: ROBERT LIEBREICH: $37,914 LINDALYN HUTTER: $17,429
PART I, LINE 5
A RELATED ORGANIZATION, GOODWIN HOUSE INCORPORATED, HAS IN PLACE A SUPPLEMENTAL COMPENSATION PLAN FOR ITS EXECUTIVE LEADERSHIP TEAM. AWARDS MADE UNDER THIS PLAN ARE BASED ON THE ATTAINMENT OF A NUMBER OF ORGANIZATIONAL GOALS, BOTH QUANTITATIVE AND QUALITATIVE. AMONG THESE GOALS ARE FINANCIAL TARGETS RELATED TO THE ACHIEVEMENT OF PLANNED LEVELS OF MANAGEMENT-CONTROLLABLE REVENUES AND EXPENSES.
PART I, LINE 6
THE MEETING OF BUDGETED OUTCOMES IS INCLUDED IN THE GOALS AND IMPACTS THE BONUS AMOUNT AWARDED.
PART I, LINE 7
NONFIXED PAYMENTS INCLUDE COMPENSATION BASED ON BOARD APPROVED INCENTIVE COMPENSATION PLAN.

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.

  • GOODWIN HOUSE INCORPORATED

    501(C)(3) · OPERATES TWO CONTINUING CARE RETIREMENT COMMUNITIES · VA

  • GOODWIN HOUSE FOUNDATION

    501(C)(3) · TO BENEFIT, SUPPORT AND FOSTER THE OPERATIONS OF GOODWIN HOUSE INCORPORATED · VA

    Directly controlled by GOODWIN HOUSE INCORPORATED

  • GOODWIN HOUSE DEVELOPMENT CORPORATION

    501(C)(3) · DEVELOPMENT OF SENIOR LIVING COMMUNITIES & RELATED BUSINESSES · VA

    Directly controlled by GOODWIN HOUSE INCORPORATED

  • THE VIEW AT GOODWIN LIVING LLC

    501(C)(3) · TO BENEFIT, SUPPORT AND FOSTER THE OPERATIONS OF GHDC · VA

    Directly controlled by GOODWIN HOUSE DEVELOPMENT CORPORATION

  • GHI AVONLEA LLC

    501(C)(3) · TO BENEFIT, SUPPORT AND FOSTER THE OPERATIONS OF GOODWIN HOUSE INCORPORATED · VA

    Directly controlled by GOODWIN HOUSE INCORPORATED

  • THE METHODIST HOME OF THE DISTRICT OF COLUMBIA

    501(C)(3) · SUPPORTIVE COMMUNITY THAT INSPIRES & ENGAGES SENIORS & THEIR CAREGIVERS · DC

    Directly controlled by GOODWIN HOUSE INCORPORATED

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.5
Source object
202602249349302505

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