Form 990 for tax year 2023

Totals

Total revenue

$7,896,296

Total expenses

$3,359,532

Contributions and grants received

$6,777,829

Grants paid

$1,162,300

Program service revenue

$0

Investment income

$1,118,467

Other revenue

$0

Total assets, end of year

$33,094,765

Total liabilities, end of year

$880,352

Net assets or fund balances, end of year

$32,214,413

Program services expenses (Part IX)

$2,682,466

Management and general expenses

$247,891

Fundraising expenses

$429,175

Program service expenses (Part III)

$2,682,466

Program services were 79.8% 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.

Mission and programs · 2023

• 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 2024, THE FOUNDATION GRANTED $557,336 TO GOODWIN LIVING TO PROVIDE FOR RESIDENT SUPPORT RECIPIENTS. GOODWIN LIVING FOUNDATION PROVIDED 100% OF THE RESIDENT SUPPORT PROGRAM EXPENSES FOR FISCAL YEAR 2024. THE FOUNDATION RAISED $683,650 RESTRICTED FOR RESIDENT SUPPORT AND ANY BALANCE OF FUNDS NOT USED IN THE CURRENT YEAR WILL BE RESTRICTED FOR THAT USE THE FOLLOWING YEAR.

  Expenses $557,335 · Grants $557,335

• 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 $756,603 WHICH INCLUDED PROVIDING FOR 6 POSITIONS ($528,627) - FOUR TEAM MEMBERS FROM THE BRAIN HEALTH DEPARTMENT AND TWO MUSIC THERAPISTS) AND SUPPORTING SEVERAL AREAS OF PROGRAMMATIC SUPPORT ($227,976).THE $227,976 FOR RESIDENT PROGRAMMING INCLUDED HORTICULTURAL THERAPY, 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 AND SPEAKER SERIES FROM AMBASSADOR CINDY COURVILLE.WE OFFERED TWO DIFFERENT MUSIC PROGRAM INITIATIVES: MELODY MAKERS AND SENTIMENTAL JOURNEY SINGERS. EACH OF THESE PROGRAMS SERVES A POPULATION WITH 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. THIS PROGRAM IS ALSO BEING RESEARCHED TO IDENTIFY THE IMPACT OF THE PROGRAM. WE ARE EXCITED THAT OVER 35,0000 HAVE NOW USED THE PROGRAM!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 $128,558 IN GIFTS TO THE HOSPICE FUND AND UTILIZED $84,553 TO PROVIDE COMPASSIONATE CARE AND COMFORT FOR MANY OF THE PATIENTS ON OUR HOSPICE SERVICE. 127 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.THE FOUNDATION WORKED DILIGENTLY TO PARTNER WITH ITS DONORS TO SUPPORT OUR TEAM MEMBERS AS WELL, INCLUDING AN IMPORTANT FINANCIAL EDUCATIONAL TOOL OFFERED THROUGH TRUIST BANK .

  Expenses $756,603

• THROUGH AN INCREDIBLE OUTPOURING OF GENEROSITY, WE WERE ABLE TO PROVIDE $604,965 IN FUNDING FOR TEAM MEMBERS AND THEIR FAMILIES. (PLEASE SEE DETAILS BELOW.) WE ALSO PROVIDED AN ADDITIONAL $201,859 FOR WORKFORCE DEVELOPMENT INITIATIVES INCLUDING PROVIDING 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, COMMUNITY PARTNERSHIPS AND COORDINATES OUR INTERNAL LEADERSHIP EDUCATION PROGRAM.SOME OF THE TEAM MEMBER SUPPORT CAME IN TUITION ASSISTANCE GRANTS AND LEADERSHIP OPPORTUNITIES. ($184,364 FUNDED 73 STUDENTS IN THEIR ED26+UCATIONAL JOURNEYS. ALSO, WE WERE ABLE TO SUPPORT AGAIN A COHORT OF TEAM MEMBERS FOR THE ADVANCED CERTIFIED NURSING ASSISTANCE CAREER LADDER INITIATIVE WHICH HELPED THEM GAIN IMPORTANT LEADERSHIP TRAINING AND ADVANCED CERTIFICATION. WE HELPED TO SUPPORT NEW NURSES IN OUR INNOVATIVE NURSING PATHWAYS PROGRAM. WE OFFERED AGAIN THIS YEAR ADDITIONAL FUNDING FOR CHILDREN AND GRANDCHILDREN OF OUR TEAM MEMBERS TO RECEIVE SUPPORT FOR THEIR HIGHER EDUCATION. 63 CHILDREN AND GRANDCHILDREN OF TEAM MEMBERS RECEIVED GRANTS OF $500-$1,000 EACH TO EASE THE BURDEN OF EDUCATIONAL COSTS FOR A TOTAL OF $42,000. 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.OTHER CONTRIBUTIONS WERE USED TO PROVIDE FOR THE U.S. CITIZENSHIP APPLICATION FEE PROGRAM SUPPORTING 26 OF OUR STAFF MEMBERS AND 10 OF THEIR FAMILY MEMBERS, TOTALING $30,688. WE 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, WORK PERMIT AND GREEN CARD RENEWAL FEES. GIVEN THE HIGH COST OF LIVING IN OUR AREA, MANY MEMBERS OF OUR TEAM EXPERIENCE SEVERE UNEXPECTED FINANCIAL DIFFICULTIES. WE OFFERED $136,902 FOR EMERGENCY FINANCIAL ASSISTANCE GRANTS TO 65 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. WE ARE GRATEFUL FOR MEMBERS OF THE GRANTS COMMITTEE WHICH VOLUNTEER THEIR TIME ON A WEEKLY BASIS TO EVALUATE AND REVIEW GRANT APPLICATIONS. THEIR DILIGENCE AND SUPPORT HELP US TO OFFER A FAIR AND SYSTEMATIC APPROACH TO REVIEWING THE FINANCIAL GRANT APPLICATIONS. NEW THIS PAST YEAR IS THE TRUIST FINANCIAL EDUCATION REQUIREMENT THAT ASKS ALL GRANTEES TO COMPLETE AT LEAST THREE MODULES OF THE TRUIST FINANCIAL EDUCATION CURRICULUM. IN DOING SO, THE TEAM MEMBERS LEARN TO SET UP A BUDGET AND SAVE FOR EMERGENCIES AS A MINIMUM, AND HAVE THE OPPORTUNITY TO EXPLORE MANY ASPECTS OF FINANCIAL EDUCATION AND GROWTH.THROUGH THE ANDERSON FUND AND OTHER RESTRICTED FUNDS, THE FOUNDATION WAS ABLE TO PROVIDE $4,511 IN STUDENT LOAN REPAYMENT FOR 5 TEAM MEMBERS. WE FUNDED THE STIPENDS OF OVER 40 HIGHSCHOOL AND COLLEGE INTERNS WITH CLOSE TO $50,000. THESE INTERNS HAD VALUABLE EXPERIENCES THAT PROVIDED THEM THE OPPORTUNITY TO WITNESS THE STRONG CULTURE OF 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! WE HAVE WON THREE ANNUAL AWARDS FOR THE EXCELLENCE IN OUR INTERNSHIP PROGRAM. ALSO, WE HAVE BEEN ABLE TO HIRE 15 OF THE INTERNS SO FAR!WE ALSO STARTED A NEW BENEFIT THIS YEAR FOR OUR CLINICAL TEAM MEMBERS. WE OFFERED STUDENT LOAN REPAYMENT AT THE SAME LEVEL OF TUITION BENEFITS. THIS WAS ESPECIALLY MEANINGFUL FOR OUR CLINICAL TEAM MEMBERS GIVEN THAT THE AVERAGE PERSON HAD A STUDENT LOAN DEBT OF OVER $130,000! BECAUSE OF THE GENEROSITY OF OUR DONORS, WE WERE ABLE TO OFFER $89,244 IN LOAN REPAYMENT FOR 22 CLINICAL TEAM MEMBERS.

  Expenses $604,965 · Grants $604,965

• Expenses $763,563

As filed on the 2023 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

  $557,335

  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

2023

Filed

9 July 2025

IRS schema version

2023v6.0

Source object

202542189349300329

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