Totals
- Total revenue
- $105,146,888
- Total expenses
- $109,378,558
- Contributions and grants received
- $485,326
- Grants paid
- $893,265
- Program service revenue
- $100,447,658
- Investment income
- $4,145,686
- Other revenue
- $68,218
- Total assets, end of year
- $434,165,184
- Total liabilities, end of year
- $342,870,878
- Net assets or fund balances, end of year
- $91,294,306
- Program services expenses (Part IX)
- $93,742,286
- Management and general expenses
- $15,636,272
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $93,742,286
Program services were 85.7% 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.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$485,326
-
2a · Program service revenue: MONTHLY FEES
total $53,100,046 · related or exempt $53,100,046
-
2b · Program service revenue: HEALTH CARE SERVICES
total $25,080,171 · related or exempt $25,080,171
-
2c · Program service revenue: ENTRANCE FEES EARNED
total $20,921,233 · related or exempt $20,921,233
-
2d · Program service revenue: RESIDENT AND OTHER SERVICES
total $526,086 · excluded $526,086
-
2e · Program service revenue: BEAUTY SHOP REVENUE
total $431,164 · excluded $431,164
-
2f · All other program service revenue
total $388,958 · related or exempt $388,958
-
3 · Investment income
total $2,824,934 · unrelated business -$9,445 · excluded $2,834,379
-
6a · Gross rents
real property $8,925
-
6b · Less rental expenses
real property $8,925
-
6c · Rental income or loss
real property $0
-
7a · Gross sales of assets other than inventory
other assets $2,015,548
-
7b · Less cost or other basis and sales expenses
securities $694,796 · other assets $0
-
7c · Gain or loss
securities -$694,796 · other assets $2,015,548
-
7d · Net gain or loss
total $1,320,752 · excluded $1,320,752
-
10a · Gross sales of inventory
$115,804
-
10b · Cost of goods sold
$47,586
-
10c · Net income from sales of inventory
total $68,218 · excluded $68,218
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $893,265 · program services $893,265
-
5 · Compensation of officers, directors and key employees
total $4,067,119 · management and general $4,067,119
-
7 · Other salaries and wages
total $46,199,896 · program services $41,548,758 · management and general $4,651,138
-
8 · Pension plan contributions
total $2,465,958 · program services $2,291,480 · management and general $174,478
-
9 · Other employee benefits
total $4,014,493 · program services $3,676,038 · management and general $338,455
-
10 · Payroll taxes
total $3,610,414 · program services $3,109,019 · management and general $501,395
-
11a · Fees: management
total $6,270,459 · program services $6,270,459
-
11b · Fees: legal
total $181,984 · management and general $181,984
-
11c · Fees: accounting
total $165,696 · management and general $165,696
-
11g · Fees: other
total $2,455,513 · program services $2,455,513
-
12 · Advertising and promotion
total $2,059,901 · management and general $2,059,901
-
13 · Office expenses
total $1,411,091 · program services $1,201,081 · management and general $210,010
-
14 · Information technology
total $38,619 · program services $38,619
-
16 · Occupancy
total $2,140,964 · program services $2,140,964
-
17 · Travel
total $56,263 · program services $41,084 · management and general $15,179
-
19 · Conferences, conventions and meetings
total $112,319 · program services $80,780 · management and general $31,539
-
20 · Interest
total $6,219,986 · program services $6,219,986
-
22 · Depreciation, depletion and amortization
total $19,381,609 · program services $18,414,891 · management and general $966,718
-
24a · Other expenses: EQUIPMENT RENTAL & MAIN
total $4,405,136 · program services $2,371,193 · management and general $2,033,943
-
24b · Other expenses: DRUGS & MEDICAL SUPPLIE
total $1,942,583 · program services $1,942,583
-
24c · Other expenses: BAD DEBT
total $436,705 · program services $436,705
-
24d · Other expenses: HR/RECRUITMENT COST
total $365,787 · program services $365,787
-
24e · All other expenses
total $482,798 · program services $244,081 · management and general $238,717
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $8,803,755 · end of year $9,507,687
-
4 · Accounts receivable
beginning of year $6,643,909 · end of year $7,548,525
-
8 · Inventories for sale or use
beginning of year $454,156 · end of year $457,877
-
9 · Prepaid expenses and deferred charges
beginning of year $1,855,106 · end of year $2,104,842
-
10a · Land, buildings and equipment: cost or other basis
$371,067,624
-
10b · Land, buildings and equipment: accumulated depreciation
$174,847,899
-
10c · Land, buildings and equipment, net
beginning of year $200,303,765 · end of year $196,219,725
-
11 · Investments: publicly traded securities
beginning of year $102,544,272 · end of year $111,649,378
-
12 · Investments: other securities
beginning of year $57,325,981 · end of year $64,543,169
-
15 · Other assets
beginning of year $38,791,829 · end of year $42,133,981
-
17 · Accounts payable and accrued expenses
beginning of year $12,953,858 · end of year $14,619,158
-
19 · Deferred revenue
beginning of year $161,578,305 · end of year $167,678,388
-
20 · Tax-exempt bond liabilities
beginning of year $160,489,184 · end of year $156,601,732
-
21 · Escrow or custodial account liability
beginning of year $1,217,126 · end of year $1,147,201
-
25 · Other liabilities
beginning of year $1,202,445 · end of year $2,824,399
-
27 · Net assets without donor restrictions
beginning of year $79,257,748 · end of year $91,270,199
-
28 · Net assets with donor restrictions
beginning of year $24,107 · end of year $24,107
Mission and programs · 2022
Mission
THE MISSION OF GOODWIN HOUSE INCORPORATED ("GHI") IS TO SUPPORT, HONOR AND UPLIFT THE LIVES OF OLDER ADULTS AND THE PEOPLE WHO CARE FOR THEM THROUGH A FAITH-BASED, NONPROFIT ORGANIZATION AFFILIATED WITH THE EPISCOPAL CHURCH.
Activities or mission (Part I)
TO PROVIDE EXEMPLARY SERVICES, BOTH RESIDENTIAL AND HEALTHCARE, TO OLDER ADULTS OF DIVERSE FAITHS THROUGH THE ESTABLISHMENT AND OPERATION OF CONTINUING CARE RETIREMENT COMMUNITIES IN THE NORTHERN VIRGINIA REGION AND TO BROADEN AND EXTEND THE ORGANIZATION'S CHARITABLE PURPOSE BY COORDINATING AND OVERSEEING ACTIVITIES OF ITS AFFILIATED CHARITABLE ORGANIZATIONS.THE VIEW ALEXANDRIA (TVA) IS AN OPERATING UNIT OF GHDC. TVA (FORMERLY THE HERMITAGE NORTHERN VIRGINIA WAS ACQUIRED BY GHDC ON AUGUST 1, 2022 AND CURRENTLY HAS 125 LICENSED ASSISTED LIVING UNITS AND 24 NURSING CARE UNITS.
-
THE PRIMARY EXEMPT PURPOSE OF GHI IS ACHIEVED THROUGH THE PROVISION OF A CONTINUUM OF CARE AND SERVICE FOR OLDER ADULTS AT TWO CONTINUING CARE RETIREMENT COMMUNITIES (CCRCS) -- GOODWIN HOUSE ALEXANDRIA IN ALEXANDRIA, VIRGINIA, AND GOODWIN HOUSE BAILEY'S CROSSROADS IN FALLS CHURCH, VIRGINIA. A CONTINUING CARE RETIREMENT COMMUNITY PROVIDES LIFE-LONG CARE IN A CONTINUUM OF HOUSING, SERVICES, AND HEALTH CARE TO OLDER ADULTS. IN FISCAL YEAR 2023, GHI SERVED MORE THAN 1,794 OLDER ADULTS RANGING FROM 55 TO 105 YEARS OF AGE. (SEE SCHEDULE O)THE CCRC CONTINUUM IS PROVIDED AT GOODWIN HOUSE ALEXANDRIA AND GOODWIN HOUSE BAILEY'S CROSSROADS THROUGH RESIDENTIAL LIVING (593 APARTMENTS), ASSISTED LIVING (94 APARTMENTS), MEMORY SUPPORT HOUSEHOLDS FOR RESIDENTS WITH DEMENTIA AND ALZHEIMER'S DISEASE (26 DWELLINGS), AND NURSING AND REHABILITATIVE CARE (149 PERSON CAPACITY). CONSTRUCTION OF A FIVE-STORY HEALTH CARE CENTER WAS COMPLETED IN EARLY JUNE 2017. GOODWIN HOUSE ALEXANDRIA'S EXISTING SKILLED NURSING AND MEMORY CARE COMPONENTS WERE RELOCATED INTO THE NEW FACILITY WITH ALL PRIVATE ROOMS OPERATING IN A SMALL HOUSE MODEL. IN FISCAL YEAR 2018, GHI COMPLETED BUILDING IMPROVEMENTS WITH THE ADDITION OF 12 NEW INDEPENDENT LIVING UNITS IN FEBRUARY OF 2018 AND 11 NEW ASSISTED LIVING UNITS IN JUNE OF 2018.THE CCRC CONTINUUM IS ALSO PROVIDED TO OLDER PERSONS LIVING IN THEIR OWN HOMES OUTSIDE OF GOODWIN HOUSE CCRCS BY A NEW PROGRAM LAUNCHED BY GHI IN OCTOBER 2014 CALLED GOODWIN HOUSE AT HOME. THE PURPOSE OF GOODWIN HOUSE AT HOME IS TO HONOR THE CHOICE OF OLDER ADULTS TO REMAIN IN THEIR OWN HOMES, WHILE PROVIDING SUPPORT FOR THEM TO AGE IN THE PLACE AND WAY THEY CHOOSE. AT THE CLOSE OF FISCAL YEAR 2023, GOODWIN HOUSE AT HOME HAD 228 MEMBERS.GHI CELEBRATED ITS 68TH ANNIVERSARY AS A NON-PROFIT CORPORATION IN FISCAL YEAR 2023. GOODWIN HOUSE ALEXANDRIA HAS BEEN IN SERVICE TO OLDER ADULTS FOR 56 YEARS AND GOODWIN HOUSE BAILEY'S CROSSROADS FOR 36 YEARS. GHI AND ITS SUBSIDIARY CORPORATIONS ARE EACH GOVERNED BY A VOLUNTEER, COMMUNITY-BASED BOARD OF TRUSTEES OR BOARD OF DIRECTORS.GOODWIN HOUSE HOME CARE PROVIDES COMPANION AND LIVING SUPPORT SERVICES TAILORED TO MEET RESIDENT NEEDS. ELDER CARE MANAGEMENT, PERSONAL CARE, LAUNDRY, PERSONAL ESCORTS TO APPOINTMENTS, COMPANION SERVICES, SHOPPING, AND SOCIALIZATION ARE SOME OF THE SERVICES FROM THE GOODWIN HOUSE HOME CARE TEAM. APPROXIMATELY 123,669 HOURS OF SERVICE WERE PROVIDED IN FISCAL YEAR 2023 BY 50 FULL-TIME AND 9 PART-TIME CERTIFIED NURSING ASSISTANTS. GOODWIN HOUSE PALLIATIVE CARE AND HOSPICE PROVIDES COMPASSIONATE AND PALLIATIVE CARE TO RESIDENTS AND EMOTIONAL SUPPORT TO THEIR FAMILIES, WITH A MISSION OF ASSURING THAT DEATH OCCURS PAIN-FREE AND WITH DIGNITY, AND THAT THE FAMILIES OF HOSPICE RESIDENTS ARE SUPPORTED DURING AND AFTER THE DEATH OF THEIR LOVED ONES. GOODWIN HOUSE PALLIATIVE CARE AND HOSPICE PROVIDED 45,955 HOSPICE SERVICE DAYS TO 622 RESIDENTS IN FISCAL YEAR 2023. GOODWIN HOUSE PALLIATIVE CARE AND HOSPICE HAS PROVIDED HOSPICE SERVICE TO 3,022 RESIDENTS IN 25 YEARS OF SERVICE. GOODWIN HOUSE COMMUNITY SERVICES: GHI SERVES AN ADDITIONAL 185 OLDER ADULTS THROUGH GOODWIN HOUSE COMMUNITY SERVICES, A SUBSIDIARY CORPORATION WHICH PROVIDES MANAGEMENT SERVICES TO A SISTER NON-PROFIT CORPORATION THAT PROVIDES HOUSING TO LOW AND MODERATE INCOME SENIORS IN NORTHERN VIRGINIA. GHI PROVIDES SUPPORT TO THE MANAGEMENT TEAM AND BOARD IN THE AREAS OF FINANCIAL OVERSIGHT, BOOKKEEPING AND PAYROLL, FINANCIAL REPORTING, RESIDENT SERVICES, HUMAN RESOURCE MANAGEMENT, FACILITY MANAGEMENT, AND STRATEGIC PLANNING. GHI EXTENDS ITS CHARITABLE PURPOSE THROUGH ITS NATIONALLY ACCREDITED CLINICAL PASTORAL EDUCATION PROGRAM, WHICH IN 26 YEARS HAS TRAINED MORE THAN 370 STUDENTS FROM ACROSS THE U.S. AND OVERSEAS IN PASTORAL CARE WITH OLDER ADULTS, AND SERVES AS A TRAINING PROGRAM FOR STUDENTS FROM A VARIETY OF REGIONAL THEOLOGICAL SEMINARIES. GHI IS ONE OF A SMALL NUMBER OF CONTINUING CARE RETIREMENT COMMUNITIES TO OFFER A FULLY ACCREDITED CLINICAL PASTORAL EDUCATION PROGRAM AND FURTHER, TO LINK THAT PROGRAM WITH ITS GOODWIN HOUSE HOSPICE PROGRAM.
Expenses $93,742,286 · Grants $893,265 · Revenue $99,490,408
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dr Cc ClarkDR CC CLARK
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ben MarcantonioBEN MARCANTONIO
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Thomas C WestTHOMAS C WEST
VICE CHAIR - UNTIL 12/22
- Total calculated
- $0
- Hours/week
- 1
-
Tucker EskewTUCKER ESKEW
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Vipin SahijwaniVIPIN SAHIJWANI
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Dr Anthony J TambascoDR ANTHONY J TAMBASCO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
John M WeaverJOHN M WEAVER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Garrett ErdleGARRETT ERDLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Katie HortonKATIE HORTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lisa GieslerLISA GIESLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mark MellotMARK MELLOT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Nina JanopaulNINA JANOPAUL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tammy MannTAMMY MANN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mary L HixMARY L HIX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
John KomoroskeJOHN KOMOROSKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Bob EffertBOB EFFERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Laurie BlackburnLAURIE BLACKBURN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Robert A LiebreichROBERT A LIEBREICH
PRESIDENT/CEO
- Total calculated
- $600,687
- From this org
- $552,110
- From related orgs
- $0
- Other
- $48,577
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $425,360
- Bonus
- $106,250
- Other
- $20,500
- Deferred
- $37,213
- Nontaxable benefits
- $11,364
- Filer's total
- $600,687
-
Andrew SiegelANDREW SIEGEL
CHIEF BUSINESS DEVELOPMENT
- Total calculated
- $294,327
- From this org
- $267,469
- From related orgs
- $0
- Other
- $26,858
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $228,490
- Bonus
- $28,979
- Other
- $10,000
- Deferred
- $18,023
- Nontaxable benefits
- $8,835
- Filer's total
- $294,327
-
Rebecca DuanREBECCA DUAN
ASST SEC/CONTROLLER
- Total calculated
- $209,665
- From this org
- $188,547
- From related orgs
- $0
- Other
- $21,118
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $171,449
- Bonus
- $17,098
- Other
- $0
- Deferred
- $13,198
- Nontaxable benefits
- $7,920
- Filer's total
- $209,665
-
Holly HanisianHOLLY HANISIAN
ASST SEC/DIR OF CORPORATE
- Total calculated
- $167,587
- From this org
- $149,620
- From related orgs
- $0
- Other
- $17,967
- Hours/week
- 37 + 3 related
Schedule J breakdown matched by us
- Base
- $130,319
- Bonus
- $17,634
- Other
- $1,667
- Deferred
- $10,357
- Nontaxable benefits
- $7,610
- Filer's total
- $167,587
-
Timothy SmithTIMOTHY SMITH
CFO
- Total calculated
- $408,721
- From this org
- $368,211
- From related orgs
- $0
- Other
- $40,510
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $314,741
- Bonus
- $43,470
- Other
- $10,000
- Deferred
- $25,075
- Nontaxable benefits
- $15,435
- Filer's total
- $408,721
-
Justin CarwileJUSTIN CARWILE
EXECUTIVE DIRECTOR-GHBC
- Total calculated
- $221,287
- From this org
- $199,306
- From related orgs
- $0
- Other
- $21,981
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $181,235
- Bonus
- $18,071
- Other
- $0
- Deferred
- $13,951
- Nontaxable benefits
- $8,030
- Filer's total
- $221,287
-
Lindsay HutterLINDSAY HUTTER
CHIEF MARKETING & STRATEGY
- Total calculated
- $411,646
- From this org
- $384,741
- From related orgs
- $0
- Other
- $26,905
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $332,948
- Bonus
- $41,793
- Other
- $10,000
- Deferred
- $17,350
- Nontaxable benefits
- $9,555
- Filer's total
- $411,646
-
Lindalyn LateanaLINDALYN LATEANA
CHIEF OPERATING OFFICER - UNTIL 1/23
- Total calculated
- $374,052
- From this org
- $340,866
- From related orgs
- $0
- Other
- $33,186
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $300,484
- Bonus
- $40,382
- Other
- $0
- Deferred
- $23,861
- Nontaxable benefits
- $9,325
- Filer's total
- $374,052
-
Fran CaseyFRAN CASEY
DIRECTOR OF HR
- Total calculated
- $326,376
- From this org
- $297,205
- From related orgs
- $0
- Other
- $29,171
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $251,491
- Bonus
- $35,714
- Other
- $10,000
- Deferred
- $20,104
- Nontaxable benefits
- $9,067
- Filer's total
- $326,376
-
Barbara D'AgostinoBARBARA D'AGOSTINO
EXECUTIVE DIRECTOR-GHA
- Total calculated
- $277,417
- From this org
- $248,246
- From related orgs
- $0
- Other
- $29,171
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $225,517
- Bonus
- $22,729
- Other
- $0
- Deferred
- $20,104
- Nontaxable benefits
- $9,067
- Filer's total
- $277,417
-
Valerie L BurkeVALERIE L BURKE
EXECUTIVE DIRECTOR-GHF
- Total calculated
- $283,964
- From this org
- $257,856
- From related orgs
- $0
- Other
- $26,108
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,884
- Bonus
- $31,972
- Other
- $10,000
- Deferred
- $17,350
- Nontaxable benefits
- $8,758
- Filer's total
- $283,964
-
Margaret GloriaMARGARET GLORIA
HOSPICE MEDICAL DIRECTOR
- Total calculated
- $266,179
- From this org
- $241,585
- From related orgs
- $0
- Other
- $24,594
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $231,585
- Bonus
- $0
- Other
- $10,000
- Deferred
- $16,211
- Nontaxable benefits
- $8,383
- Filer's total
- $266,179
-
Melinda GrenMELINDA GREN
VP PERFORMANCE & OPERATIONS-HCBS
- Total calculated
- $167,499
- From this org
- $149,801
- From related orgs
- $0
- Other
- $17,698
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $125,201
- Bonus
- $14,600
- Other
- $10,000
- Deferred
- $9,786
- Nontaxable benefits
- $7,912
- Filer's total
- $167,499
-
Susan DoltonSUSAN DOLTON
DIRECTOR OF SALES
- Total calculated
- $244,854
- From this org
- $219,262
- From related orgs
- $0
- Other
- $25,592
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $207,262
- Bonus
- $12,000
- Other
- $0
- Deferred
- $15,348
- Nontaxable benefits
- $10,244
- Filer's total
- $244,854
-
Karen DoyleKAREN DOYLE
ADMIN OF HEALTH SERVICES-GHBC
- Total calculated
- $239,180
- From this org
- $216,517
- From related orgs
- $0
- Other
- $22,663
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $187,791
- Bonus
- $18,726
- Other
- $10,000
- Deferred
- $14,456
- Nontaxable benefits
- $8,207
- Filer's total
- $239,180
-
Catherine E FarmerCATHERINE E FARMER
DIRECTOR OF NURSING-GHA
- Total calculated
- $222,545
- From this org
- $200,526
- From related orgs
- $0
- Other
- $22,019
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,885
- Bonus
- $17,641
- Other
- $0
- Deferred
- $14,037
- Nontaxable benefits
- $7,982
- Filer's total
- $222,545
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 5a · Pay contingent on this organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5b · Pay contingent on a related organization's revenues
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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 LINDSAY HUTTER: $15,000
- PART I, LINE 5
- 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. NOT FUNDRAISING REVENUE.
- PART I, LINE 6
- 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. NOT FUNDRAISING REVENUE.
- PART I, LINE 7
- 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
-
$893,265
FOUNDATION SUPPORT
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) · TO BENEFIT, SUPPORT AND FOSTER THE OPERATIONS OF GOODWIN HOUSE INCORPORATED · VA · controlled entity
Directly controlled by GOODWIN HOUSE INCORPORATED
-
GOODWIN HOUSE DEVELOPMENT CORPORATION
501(C)(3) · DEVELOPMENT OF SENIOR LIVING COMMUNITIES & RELATED BUSINESSES · VA · controlled entity
Directly controlled by GOODWIN HOUSE INCORPORATED
-
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 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
-
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.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
GOODWIN HOUSE COMMUNITY SERVICES
C · MGMT SERVICES TO A NON-PROFIT RETIREMENT COMMUNITY · VA · 100% owned · controlled entity
Directly controlled by GHI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202412229349301111
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