Form 990 for tax year 2022

Totals

Total revenue

$4,615,779

Total expenses

$3,142,538

Contributions and grants received

$4,378,871

Grants paid

$1,086,385

Program service revenue

$0

Investment income

$236,908

Other revenue

$0

Total assets, end of year

$23,951,509

Total liabilities, end of year

$794,338

Net assets or fund balances, end of year

$23,157,171

Program services expenses (Part IX)

$2,545,442

Management and general expenses

$319,809

Fundraising expenses

$277,287

Program service expenses (Part III)

$2,545,442

Program services were 81.0% 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.

Mission and programs · 2022

• GOODWIN LIVING FELLOWSHIP (RESIDENT FINANCIAL ASSISTANCE) PROGRAM (SEE SCHEDULE O.)GOODWIN LIVING FOUNDATION RAISES FUNDS TO UNDERWRITE THE GOODWIN LIVING RESIDENT SUPPORT PROGRAM WHICH PROVIDES CONFIDENTIAL FINANCIAL ASSISTANCE TO RESIDENTS WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES. THE RESIDENT SUPPORT PROGRAM COVERS THE MONTHLY FEES OF THOSE RESIDENTS WHO HAVE OUTLIVED THEIR RESOURCES, THROUGH NO FAULT OF THEIR OWN. THESE FEES COVER HOUSING, MEALS, MEDICAL CARE, AND THE VARIOUS PROGRAMMING OFFERED THROUGH GOODWIN HOUSE ALEXANDRIA, GOODWIN HOUSE BAILEY'S CROSSROADS, AND THE VIEW ALEXANDRIA . THE RESIDENT SUPPORT PROGRAM ALSO COVERS FINANCIAL NEEDS FOR THOSE RESIDENTS WHO CAN PAY THEIR MONTHLY FEES, BUT WHO CANNOT AFFORD UNEXPECTED EXPENSES SUCH AS A DENTAL SURGERY OR A VISION- SAVING EYE SURGERY. THE RESIDENT SUPPORT PROGRAM IS AT THE HEART OF THE MISSION OF GOODWIN LIVING AND ENABLES OLDER ADULTS IN NEED OF FINANCIAL SUPPORT TO LIVE WITH THE PEACE OF MIND THAT THEIR HOUSING, SERVICE, AND CARE NEEDS WILL ALWAYS BE MET. THIS PEACE OF MIND EXTENDS TO THE FAMILY MEMBERS OF OUR RESIDENT RECIPIENTS AS WELL. IN FISCAL YEAR 2023, THE FOUNDATION GRANTED $485,326 TO GOODWIN LIVING TO PROVIDE FOR RESIDENT SUPPORT RECIPIENTS. GOODWIN LIVING FOUNDATION PROVIDED 100% OF THE RESIDENT SUPPORT PROGRAM EXPENSES FOR FISCAL YEAR 2023. THE FOUNDATION RAISED $481,840.

  Expenses $485,326 · Grants $485,326

• GOODWIN LIVING RESIDENT ENGAGEMENT (SEE SCHEDULE O). THROUGH THE GENEROSITY OF RESIDENTS, FAMILY MEMBERS, STAFF, FRIENDS, AND ORGANIZATIONS WHO WISHED TO PARTNER WITH OUR MISSION, THE FOUNDATION WAS ABLE TO PROVIDE ADDITIONAL SUPPORT FOR OUR RESIDENTS IN A MYRIAD OF WAYS, FOR A TOTAL OF $681,151 WHICH INCLUDED PROVIDING FOR 5 POSITIONS ($300,391) - THREE TEAM MEMBERS FROM THE BRAIN HEALTH DEPARTMENT AND TWO MUSIC THERAPISTS) AND SUPPORTING SEVERAL AREAS OF PROGRAMMATIC SUPPORT ($380,760).THE $380,760 FOR RESIDENT PROGRAMMING INCLUDED HORTICULTURAL THERAPY THROUGH A PROGRAM CALLED ELDERGROW, AND ADMINISTRATIVE SUPPORT FOR OUR EQUINE THERAPY PROGRAM. IN ADDITION TO THESE PROGRAMS, WE OFFERED MEMBERSHIPS TO ENCORE LEARNING FOR A GROUP OF RESIDENTS AND A PRESENTATION SERIES FROM AMBASSADOR CINDY COURVILLE.WE OFFERED SEVERAL DIFFERENT MUSIC PROGRAM INITIATIVES: ENCORE CHORALE, MELODY MAKERS AND SENTIMENTAL JOURNEY SINGERS. EACH OF THESE PROGRAMS SERVES A UNIQUE LEVEL OF COGNITION AND OFFERS MUSICAL ENGAGEMENT FOR OUR RESIDENTS, THEIR FAMILY MEMBERS AND VOLUNTEERS.THROUGH OUR BRAIN HEALTH DEPARTMENT, WE WERE ABLE TO OFFER THE STRONGERMEMORY CURRICULUM COMPLIMENTARY TO THOUSANDS OF INDIVIDUALS WITHIN AND OUTSIDE OF OUR COMMUNITY TO THOSE EXPERIENCING COGNITIVE DECLINE.THE CHAPELS ON EACH CAMPUS ALSO WERE SUPPORTED THROUGH GENEROSITY, PROVIDING SUPPORT FOR THE FLORAL ARRANGEMENTS, MUSIC AND PROGRAMS THROUGHOUT THE YEAR. THE FOUNDATION RECEIVED $52,877 IN GIFTS TO THE HOSPICE FUND AND UTILIZED $66,067 TO PROVIDE COMPASSIONATE CARE AND COMFORT FOR MANY OF THE PATIENTS ON OUR HOSPICE SERVICE. 218 OF OUR HOSPICE PATIENTS WERE ABLE TO RECEIVE MASSAGE THERAPY THROUGH HEALWELL AND END-OF-LIFE DOULA CARE THROUGH PRESENT FOR YOU. THESE SERVICES ENHANCED OUR ABILITY TO PROVIDE HIGH QUALITY, PATIENT-CENTERED CARE TO OUR PATIENTS AND THEIR LOVED ONES. THERE WERE ALSO SMALL BUT IMPORTANT GESTURES MADE TO BRING JOY TO A PATIENT'S LIFE WHEN FAMILY AND FRIENDS WERE NOT AROUND, FOR EXAMPLE, OFFERING BIRTHDAY CAKE AND BALLOONS TO A PATIENT CELEBRATING HER BIRTHDAY ALONE, PROVIDING A THANKSGIVING MEAL TO A HOMEBOUND PATIENT, AND FUNDING A SPIRTUAL CARE REQUEST TO HAVE A PRIEST VISIT AT HOME DURING A PATIENT'S END-OF-LIFE JOURNEY.

  Expenses $681,151

• GOODWIN LIVING STAFF SUPPORT (SEE SCHEDULE O).THE FOUNDATION WORKED DILIGENTLY TO PARTNER WITH ITS DONORS TO SUPPORT OUR TEAM MEMBERS AS WELL. THROUGH AN INCREDIBLE OUTPOURING OF GENEROSITY, WE WERE ABLE TO PROVIDE $601,059 IN FUNDING FOR TEAM MEMBERS AND THEIR FAMILIES. THE MAJORITY OF THE TEAM MEMBER SUPPORT CAME IN TUITION ASSISTANCE GRANTS AND LEADERSHIP OPPORTUNITIES. ($226,446 FUNDED 84 STUDENTS IN THEIR EDUCATIONAL JOURNEYS. ALSO, WE WERE ABLE TO SUPPORT TEAM MEMBERS IN LEADERSHIP DEVELOPMENT PROGRAMS THROUGH THE CHAMBER OF COMMERCE AND ALSO WITH LEADING AGE VIRGINIA ($6,325) AND SUPPORT A COHORT OF TEAM MEMBERS FOR THE ADVANCED CERTIFIED NURSING ASSISTANCE CAREER LADDER INITIATIVE ALONG WITH CLASSES TO ASSIST WITH AN INNOVATIVE NURSING PATHWAYS PROGRAM WHICH HELPED PARTICIPANTS GAIN IMPORTANT LEADERSHIP TRAINING AND ADVANCED CERTIFICATION ($8,400). WE OFFERED AGAIN THIS YEAR ADDITIONAL FUNDING FOR CHILDREN AND GRANDCHILDREN OF OUR TEAM MEMBERS TO RECEIVE SUPPORT FOR THEIR HIGHER EDUCATION. 73 CHILDREN OF TEAM MEMBERS RECEIVED GRANTS OF $1,000 EACH TO EASE THE BURDEN OF EDUCATIONAL COSTS FOR A TOTAL OF $73,000. THIS BENEFIT WAS RECEIVED EXTREMELY WELL IN OUR COMMUNITY BECAUSE MANY OF OUR TEAM MEMBERS HAVE COMPLETED THEIR FORMAL EDUCATION YET HAVE A STRONG DESIRE TO SUPPORT THEIR OWN CHILDREN THROUGH COLLEGE. WE PROVIDED $10,044 IN FUNDING FOR TEAM MEMBER ENGAGEMENT PROGRAMS AND AN ADDITIONAL $1,175 IN SUPPORT OF TWO CLINICAL PASTORAL EDUCATION SCHOLARSHIP RECIPIENTS. FINALLY, WE PROVIDED $2,500 TO BE SPLIT AMONG 5 HIGHSCHOOL COLLEGE SCHOLARSHIP WINNERS WHO LEARNED MORE ABOUT GOODWIN LIVING AND WERE INTERESTED IN PURSUING CAREERS WITH OLDER ADULTS.THROUGH THE ANDERSON FUND AND OTHER RESTRICTED FUNDS, THE FOUNDATION WAS ABLE TO PROVIDE $16,000 IN STUDENT LOAN REPAYMENT FOR SEVERAL TEAM MEMBERS.OTHER CONTRIBUTIONS WERE USED TO PROVIDE FOR THE U.S. CITIZENSHIP APPLICATION FEE PROGRAM SUPPORTING 33 OF OUR STAFF MEMBERS AND 12 OF THEIR FAMILY MEMBERS, TOTALING $34,484 ALSO PROVIDED COURSE MATERIALS FOR OUR RESIDENT TUTORS WHO HELP OUR TEAM MEMBERS PREPARE FOR THEIR NATURALIZATION TEST AND INTERVIEW. WE BELIEVE THIS IS AN IMPORTANT PROGRAM GIVEN THAT ONE IN FOUR OF OUR STAFF MEMBERS ARE FOREIGN BORN AND MANY WISH TO PURSUE US CITIZENSHIP, BUT ARE HINDERED BY THE HIGH COST IN FEES. OUT OF THIS PROGRAM, WE ALSO OFFERED FUNDING FOR DACA AND GREEN CARD RENEWAL FEES.MANY MEMBERS OF OUR TEAM CONTINUED TO EXPERIENCE SEVERE FINANCIAL DIFFICULTIES DUE TO THE PANDEMIC. WE OFFERED $155,942 FOR EMERGENCY FINANCIAL ASSISTANCE GRANTS TO 79 TEAM MEMBERS. THESE GRANTS HELPED TEAM MEMBERS WITH OVERDUE MEDICAL BILLS, UNEXPECTED CAR REPAIRS, AND ASSISTANCE WITH RENT UNDER DIRE CIRCUMSTANCES. THIS ASSISTANCE PROVIDED COMFORT TO THOSE IN NEED AND ALLOWED THEM TO CONTINUE SERVING ALONGSIDE OUR RESIDENTS WITH DIGNITY AND THEIR EXCEPTIONAL STANDARDS OF PROFESSIONALISM AND COMPASSION.IN ORDER TO DIMINISH THE TAX BURDEN ON TEAM MEMBERS WHO RECEIVED EMERGENCY ASSISTANCE AND/OR SUPPORT FOR THEIR CHILDREN WITH TUITION OR CITIZENSHIP SUPPORT, THE FOUNDATION COVERED THOSE TAX LIABILITIES AT THE LEVEL OF OF $47,354.COMPLIMENTARY MEMBERSHIP TO BJS WHOLESALE CLUB WERE OFFERED TO ALL TEAM MEMBERS TO HELP THEM SECURE DISCOUNTED GASOLINE AND GROCERIES IN ORDER TO MINIMIZE THE HIGH COSTS IN OUR AREA. THIS TOTALED $5,295.CONSIDERING THE CHALLENGING WORKFORCE ISSUE IN THE NATION, THE FOUNDATION WORKED TO CULTIVATE FUTURE TEAM MEMBERS. THE FOUNDATION PROVIDED AN INITIAL 14,094 FOR HIGHSCHOOL AND COLLEGE INTERNS. WE ALSO UTLIZED $164,060 FROM OUR WORKFORCE DEVELOPMENT FUND TO PROVIDE ADDITIONAL INTERNSHIP STIPENDS AND THE SALARY AND BENEFITS OF OUR PEOPLE ENGAGEMENT MANAGER POSITION, WHO, WITH A SOCIAL WORK BACKGROUND, SUPPORTS OUR TEAM MEMBERS WITH RESOURCES AND MANAGES OUR INTERNSHIP PROGRAM. ALL OF THESE INTERNS HAD VALUABLE EXPERIENCES THAT PROVIDED THEM THE OPPORTUNITY TO WITNESS THE STRONG CULTURE OF WELCOME, BELONGING AND COMMUNITY AT OUR ORGANIZATION AND ALSO TO LEARN ABOUT THE FIELD OF SENIOR LIVING. AFTER COMPLETION OF THE INTERNSHIP PROGRAM, WHERE THEY WERE PAIRED WITH RESIDENT MENTORS, MANY SAID THEY WANTED TO PURSUE A CAREER IN SENIOR LIVING, AND SOME WANTED TO SEEK EMPLOYMENT WITH GOODWIN LIVING WHEN THEY FINISHED SCHOOL!

  Expenses $601,059 · Grants $601,059

• Expenses $777,906

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• GOODWIN HOUSE INCORPORATED

  $485,326

  TO PROVIDE FINANCIAL ASSISTANCE AND ENGAGEMENT TO RESIDENTS OF GOODWIN HOUSE INCORPORATED

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 DEVELOPMENT CORPORATION

  501(C)(3) · PURPOSE OF DEVELOPMENT OF SENIOR LIVING COMMUNITIES · VA

  Directly controlled by GOODWIN HOUSE INCORPORATED

• GOODWIN HOUSE INCORPORATED

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

• GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES

  501(C)(3) · DEVELOPING & OPERATING BUSINESSES PROVIDING REHABILITATIVE & HEALTH SERVICES · VA

  Directly controlled by GOODWIN HOUSE INCORPORATED

• GOODWIN HOUSE THE VIEW ALEXANDRIA

  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

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.

Provenance

Return type

form_990

Tax year

2022

Filed

6 August 2024

IRS schema version

2022v5.0

Source object

202422229349300542

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