Totals
- Total revenue
- $9,500,924
- Total expenses
- $12,235,138
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $12,235,138
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $12,235,138
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
HOLLY HANISIAN
ASSISTANT SECRETARY
- Total calculated
- $167,587
- From this org
- $0
- From related orgs
- $149,620
- Other
- $17,967
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $130,319 related
- Bonus
- $0 + $17,634 related
- Other
- $0 + $1,667 related
- Deferred
- $0 + $10,357 related
- Nontaxable benefits
- $0 + $7,610 related
- Filer's total
- $0 + $167,587 related
-
JOHN WEAVER
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DAVID CANFIELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GARRETT ERDLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
NINA JANOPAUL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MARY HIX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ROBERT A LIEBREICH
GHI CEO/EX-OFFICIO
- Total calculated
- $600,687
- From this org
- $0
- From related orgs
- $552,110
- Other
- $48,577
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $425,360 related
- Bonus
- $0 + $106,250 related
- Other
- $0 + $20,500 related
- Deferred
- $0 + $37,213 related
- Nontaxable benefits
- $0 + $11,364 related
- Filer's total
- $0 + $600,687 related
-
TIMOTHY SMITH
CFO
- Total calculated
- $408,721
- From this org
- $0
- From related orgs
- $368,211
- Other
- $40,510
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $314,741 related
- Bonus
- $0 + $43,470 related
- Other
- $0 + $10,000 related
- Deferred
- $0 + $25,075 related
- Nontaxable benefits
- $0 + $15,435 related
- Filer's total
- $0 + $408,721 related
-
ANDREW SIEGAL
CHIEF BUSINESS DEVELOPMENT
- Total calculated
- $294,327
- From this org
- $0
- From related orgs
- $267,469
- Other
- $26,858
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $228,490 related
- Bonus
- $0 + $28,979 related
- Other
- $0 + $10,000 related
- Deferred
- $0 + $18,023 related
- Nontaxable benefits
- $0 + $8,835 related
- Filer's total
- $0 + $294,327 related
-
REBECCA DUAN
ASST SEC/CONTROLLER
- Total calculated
- $209,665
- From this org
- $0
- From related orgs
- $188,547
- Other
- $21,118
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $171,449 related
- Bonus
- $0 + $17,098 related
- Other
- $0
- Deferred
- $0 + $13,198 related
- Nontaxable benefits
- $0 + $7,920 related
- Filer's total
- $0 + $209,665 related
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
- 6b · Pay contingent on a related organization's net earnings
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
- 7 · Other non-fixed payments
- 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 ORGANIZATION. GOODWIN HOUSE INCORPORATED SETS THE COMPENSATION FOR THE PRESIDENT/CEO USING AN INDEPENDENT COMPENSATION CONSULTANT, COMPARATIVE COMPENSATION STUDIES, AND THE FORM 990 OF OTHER ORGANIZATIONS TO ESTABLISH COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. 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. ANNUALLY, THE CEO ENGAGES AN OUTSIDE CONSULTANT TO EVALUATE THE WAGES OF THE CFO, EXECUTIVE DIRECTORS, CORPORATE DIRECTOR OF HUMAN RESOURCES AND VP OF MARKETING AND MISSION EXPANSION. THE EXECUTIVE COMMITTEE APPROVES SIGNIFICANT CHANGES IN EXECUTIVE COMPENSATION. THIS PROCESS WAS LAST COMPLETED IN 2023.
- 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 $117,867 AND $102,000 TO THE SECTION 457 PLANS FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, RESPECTIVELY. THE ORGANIZATION MAINTAINED A 457(F) NONQUALIFIED RETIREMENT PLAN. DURING THE FISCAL YEAR, NO DISTRIBUTIONS WERE MADE TO ANY INDIVIDUALS PARTICIPATING IN THE PLAN. DURING THE FISCAL YEAR, THE FOLLOWING INDIVIDUALS MADE CONTRIBUTIONS TO THE PLAN: ROBERT LIEBREICH: $4,320 TIMOTHY SMITH: $15,000
- PART I, LINE 6
- MEETING BUDGETED OUTCOMES IS INCLUDED IN THE GOALS AND IMPACT THE BONUS AMOUNT AWARDED.
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.
-
501(C)(3) · OPERATE TWO CONTINUING CARE RETIREMENT COMMUNITIES · VA
-
501(C)(3) · TO AID, STRENGTHEN, & EXTEND GOODWIN HOUSE INCORPORATED · VA · controlled entity
Directly controlled by GOODWIN HOUSE INC
-
GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES
501(C)(3) · DEVELOPING & OPERATING BUSINESSES PROVIDING REHABILITATIVE & HEALTH SERIVCES · VA · controlled entity
Directly controlled by GOODWIN HOUSE INC
-
GOODWIN HOUSE DEVELOPMENT CORPORATION
501(C)(3) · DEVELOPMENT OF SENIOR LIVING COMMUNITIES & RELATED BUSINESSESS · VA · controlled entity
Directly controlled by GOODWIN HOUSE INC
-
501(C)(3) · TO AID, STRENGTHEN, & EXTEND GOODWIN HOUSE INCORPORATED · VA · controlled entity
Directly controlled by GOODWIN HOUSE INCORPORATED
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
GOODWIN HOUSE COMMUNITY SERVICES
C · MGMT SERVICES TO NON-PROFIT RETIREMENT COMMUNITIES · VA
Directly controlled by GHI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202432229349300638
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