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← GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES

Form 990 for tax year 2022

Filed by GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES.

Totals

Total revenue
$7,088,747
Total expenses
$7,321,708
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$7,060,778
Investment income
$0
Other revenue
$27,969
Total assets, end of year
$786,814
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$786,814
Program services expenses (Part IX)
$6,352,584
Management and general expenses
$969,124
Fundraising expenses
$0
Program service expenses (Part III)
$6,352,584

Program services were 86.8% 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.

  • 2a · Program service revenue: HEALTHCARE SERVICES

    total $7,060,778 · related or exempt $7,060,778

  • 11d · All other revenue

    total $27,969 · excluded $27,969

  • 11e · Other revenue, total

    $27,969

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $4,751,925 · program services $4,751,925

  • 8 · Pension plan contributions

    total $177,317 · program services $177,317

  • 9 · Other employee benefits

    total $279,227 · program services $279,227

  • 10 · Payroll taxes

    total $349,340 · program services $349,340

  • 11b · Fees: legal

    total $1,000 · management and general $1,000

  • 11g · Fees: other

    total $538,464 · program services $538,464

  • 12 · Advertising and promotion

    total $24,202 · management and general $24,202

  • 13 · Office expenses

    total $875,414 · management and general $875,414

  • 14 · Information technology

    total $13,098 · management and general $13,098

  • 17 · Travel

    total $764 · management and general $764

  • 19 · Conferences, conventions and meetings

    total $13,594 · management and general $13,594

  • 22 · Depreciation, depletion and amortization

    total $28,263 · management and general $28,263

  • 24a · Other expenses: EQUIPMENT RENTAL & MAIN

    total $94,425 · program services $94,425

  • 24b · Other expenses: BAD DEBTS

    total $90,000 · program services $90,000

  • 24c · Other expenses: DRUGS & MEDICAL SUPPLIE

    total $68,897 · program services $68,897

  • 24d · Other expenses: MISCELLANEOUS

    total $7,861 · management and general $7,861

  • 24e · All other expenses

    total $7,917 · program services $2,989 · management and general $4,928

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $517,016 · end of year $179,352

  • 4 · Accounts receivable

    beginning of year $487,855 · end of year $240,038

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,239

  • 10a · Land, buildings and equipment: cost or other basis

    $79,272

  • 10b · Land, buildings and equipment: accumulated depreciation

    $61,615

  • 10c · Land, buildings and equipment, net

    beginning of year $38,677 · end of year $17,657

  • 15 · Other assets

    beginning of year $75,000 · end of year $349,767

  • 25 · Other liabilities

    beginning of year $106,012 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,019,775 · end of year $786,814

Mission and programs · 2022

Mission

GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES (GHHCBS) WAS FORMED FOR THE PURPOSE OF DEVELOPING, ACQUIRING, OWNING, OPERATING AND MAINTAINING BUSINESSES PROVIDING REHABILITATIVE, RESTORATIVE, ADVANCED ILLNESS CARE, AND OTHER HEALTH CARE SERVICES (CONTINUED ON SCHEDULE O) TO BOTH OLDER ADULTS TO OTHERS WITHIN THE SERVICE AREA OF GOODWIN HOUSE INCORPORATED, IN ORDER TO PROMOTE THE HEALTH AND WELFARE OF PERSONS IN NEED OF THOSE SERVICES.

Activities or mission (Part I)

TO PROVIDE REHABILITATIVE, RESTORATIVE, ADVANCED ILLNESS CARE, AND OTHER HEALTH CARE SERVICES TO BOTH OLDER ADULTS AND TO OTHERS WITHIN THE SERVICE AREA OF GOODWIN HOUSE INCORPORATED, IN ORDER TO PROMOTE THE HEALTH AND WELFARE OF PERSONS IN NEED OF THOSE SERVICES.

  • GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES (GHHCBS) WAS FORMED ON SEPTEMBER 18, 2019 AS A NONPROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF VIRGINIA. GHHCBS WAS FORMED TO FURTHER THE EXEMPT MISSION OF ITS SUPPORTED ORGANIZATION, GOODWIN HOUSE INCORPORATED (GHI), BY HOUSING IN A NEW SUBSIDIARY ORGANIZATION CERTAIN HEALTH AND CARE SERVICES THAT BROADEN AND EXTEND THE SERVICES MORE TRADITIONALLY OFFERED IN CONTINUING CARE RETIREMENT COMMUNITIES, ALSO CALLED LIFE PLAN COMMUNITIES. THESE SUPPORT SERVICES ARE ENVISIONED TO INCLUDE HOME HEALTH SERVICES, AND OTHER CLINICAL SERVICES.(CONTINUED ON SCHEDULE O)ON JANUARY 2, 2020, GHHCBS ENTERED INTO AN AGREEMENT WITH THE TEMPLE FOUNDATION, INC. (ANOTHER 501(C)(3) CHARITABLE ORGANIZATION) UNDER WHICH THE HOME HEALTH SERVICES THEY OWNED AND OPERATED (KNOWN AS THE VIRGINIAN) WERE CONVEYED TO GHHCBS TOGETHER WITH A CASH PAYMENT TO FUND THE EXPENSES AND SUPPORT THE GROWTH OF THE HOME HEALTH OPERATIONS. THE HOME HEALTH BUSINESS FURTHERS THE ORGANIZATION'S EXEMPT PURPOSE BY MEETING THE HOME HEALTH NEEDS OF THE RESIDENTS OF GHI'S CONTINUING CARE RETIREMENT COMMUNITIES, AND ADDITIONAL INDIVIDUALS WITHIN THE ORGANIZATION'S SERVICE AREA HAVING NEED OF THOSE SERVICES.

    Expenses $6,352,584 · Revenue $7,060,778

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

Listed in Part VII

  • Lisa Giesler

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Katie Horton

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ben Marcantonio

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Robert A Liebreich

    PRESIDENT

    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

  • Andrew Siegel

    ASSISTANT SECRETARY

    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

    ASSISTANT TREASURER

    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

  • 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

  • Timothy Smith

    CHIEF FINANCIAL OFFICER

    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

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
  • 5b · Pay contingent on a related organization's revenues

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
  • 6b · Pay contingent on a related 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 ORGANIZATION USES AN INDEPENDENT COMPENSATION CONSULTANT, COMPARATIVE COMPENSATION STUDIES, AND THE FORM 990 OF OTHER ORGANIZATIONS TO ESTABLISH COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. WE ALSO RECENTLY 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. MOST RECENT STUDY IS FROM 2023. ANOTHER REVIEW WILL OCCUR IN 2024.
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 5
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.

  • GOODWIN HOUSE INCORPORATED

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

  • GOODWIN HOUSE DEVELOPMENT CORPORATION

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

    Directly controlled by GOODWIN HOUSE INCORPORATED

  • GOODWIN HOUSE FOUNDATION

    501(C)(3) · TO AID, STRENGTHEN, & EXTEND GOODWIN HOUSE INCORPORATED · 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 · controlled entity

    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 · 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 GOODWIN HOUSE INCORPORATED

Provenance

Return type
form_990
Tax year
2022
Filed
6 August 2024
IRS schema version
2022v5.0
Source object
202412229349300336

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