Totals
- Total revenue
- $6,839,256
- Total expenses
- $3,576,210
- Contributions and grants received
- $5,786,734
- Grants paid
- $1,200,061
- Program service revenue
- $0
- Investment income
- $1,052,522
- Other revenue
- $0
- Total assets, end of year
- $39,434,166
- Total liabilities, end of year
- $1,074,083
- Net assets or fund balances, end of year
- $38,360,083
- Program services expenses (Part IX)
- $2,871,795
- Management and general expenses
- $294,522
- Fundraising expenses
- $409,893
- Program service expenses (Part III)
- $2,871,795
Program services were 80.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JOAN M RENNER
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
DR ANTHONY J TAMBASCO
VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
KIMBERLY A FISKE ESQ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
JOHN H KOMOROSKE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
LAURA BAILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LAURIE J BLACKBURN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
IRMA CANAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID L CRABB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SARA K DECARLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT C EIFFERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KARIN FINKELSTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LORRAINE MANNING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JUDITH M MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANNE E PERET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GANT REDMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TRICIA A RODGERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANNE D STEWART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAMES THESSIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEVEN W SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAMES HENNESSEY
DIRECTOR (UNTIL 12/2024)
- Total calculated
- $0
- Hours/week
- 1
-
FRED PANG
DIRECTOR (UNTIL 12/2024)
- Total calculated
- $0
- Hours/week
- 1
-
ALTON S WALLACE
DIRECTOR (UNTIL 06/2025)
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT A LIEBREICH
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
-
VALERIE L BURKE
CHIEF PHILANTHROPY OFFICER
- Total calculated
- $346,060
- From this org
- $273,951
- From related orgs
- $0
- Other
- $72,109
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $226,814
- Bonus
- $37,137
- Other
- $10,000
- Deferred
- $18,477
- Nontaxable benefits
- $53,632
- Filer's total
- $346,060
-
JAMES WOODWARD
DIRECTOR OF DEVELOPMENT
- Total calculated
- $160,119
- From this org
- $122,921
- From related orgs
- $0
- Other
- $37,198
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $121,921
- Bonus
- $1,000
- Other
- $0
- Deferred
- $8,604
- Nontaxable benefits
- $28,594
- Filer's total
- $160,119
-
MARY ROBERTS
DIRECTOR OF DEVELOPMENT
- Total calculated
- $122,475
- From this org
- $106,816
- From related orgs
- $0
- Other
- $15,659
- 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, 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
- 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
- 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, AND EXCLUDING FUNDRAISING REVENUE.
- PART I, LINE 6
- 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, AND EXCLUDING FUNDRAISING REVENUE.
- 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
-
$467,428
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.
-
501(C)(3) · OPERATES TWO CONTINUING CARE RETIREMENT COMMUNITIES · VA
-
GOODWIN HOUSE DEVELOPMENT CORPORATION
501(C)(3) · DEVELOPMENT OF SENIOR LIVING COMMUNITIES & RELATED BUSINESSES · VA
Directly controlled by GOODWIN HOUSE INCORPORATED
-
GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES
501(C)(3) · DEVELOPING & OPERATING BUSINESSES PROVIDING REHABILITATIVE & HEALTH SERVICES · 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
-
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
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
- 2024
- IRS schema version
- 2024v5.5
- Source object
- 202602249349301540
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