2024-08-09T12:26:53-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-10-01 881887084 THE VIEW AT GOODWIN LIVING VIEW 7038241355 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 TIMOTHY SMITH CFO 7038241355 2024-08-06 1 0 ROBERT WILLIAMS P01345960 5712279500 2024-07-11 2022 2024-08-08 14:25:15Z ROBERT A LIEBREICH 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 9500924 0 X WWW.GOODWINHOUSE.ORG X 2022 VA TO SUPPORT AND EXTEND THE CHARITABLE AND BENEVOLENT MISSION AND PURPOSES OF GOODWIN HOUSE INCORPORATED BY PROVIDING RESIDENTIAL SERVICES TO OLDER ADULTS IN THE ALEXANDRIA, VA AREA. 6 5 0 5 0 0 0 0 1491671 9500924 0 0 0 0 1491671 9500924 0 0 0 0 961289 6439981 0 0 0 716513 5795157 1677802 12235138 -186131 -2734214 29376160 27965305 19139326 20209604 10236834 7755701 TO SUPPORT AND EXTEND THE CHARITABLE AND BENEVOLENT MISSION AND PURPOSES OF GOODWIN HOUSE INCORPORATED BY PROVIDING RESIDENTIAL SERVICES TO OLDER ADULTS IN THE ALEXANDRIA, VA AREA. 0 0 12235138 0 9219736 THE VIEW PROVIDES A SERVICE-RICH LIFESTYLE TO OLDER ADULTS HAT ENHANCES THEIR PERSONAL FREEDOM AND PROVIDES EASY ACCESS TO WASHINGTON, D.C. IN ADDITION TO INDEPENDENT LIVING FACILITIES, THE VIEW OFFERS NUMEROUS LEVELS OF SUPPORT INCLUDING ASSISTED LIVING AND LONG-TERM NURSING SUPPORT. RESIDENTS ENJOY A LIFESTYLE THAT OFFERS EXCELLENT OPTIONS FOR HEALTHY LIVING AND UPLIFTING PROGRAMS AND ACTIVITIES, WHICH ARE DESIGNED FOR SENIORS TO ENGAGE THEIR MINDS, BODIES, AND SPIRIT. 12235138 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X XAN SMITH 7038241355 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 HOLLY HANISIAN ASSISTANT SECRETARY 1.00 39.00 X X 0 149620 17967 JOHN WEAVER CHAIR 1.00 2.00 X X 0 0 0 DAVID CANFIELD TRUSTEE 1.00 1.00 X X 0 0 0 GARRETT ERDLE TRUSTEE 1.00 2.00 X X 0 0 0 NINA JANOPAUL TRUSTEE 1.00 2.00 X X 0 0 0 MARY HIX TRUSTEE 1.00 2.00 X X 0 0 0 ROBERT A LIEBREICH GHI CEO/EX-OFFICIO 1.00 39.00 X 0 552110 48577 TIMOTHY SMITH CFO 1.00 39.00 X 0 368211 40510 ANDREW SIEGAL CHIEF BUSINESS DEVELOPMENT 1.00 39.00 X 0 267469 26858 REBECCA DUAN ASST SEC/CONTROLLER 1.00 39.00 X 0 188547 21118 0 1525957 155030 0 0 1 0 0 MONTHLY FEES 623000 6680794 6680794 HEALTH CARE SERVICES 623000 2538942 2538942 RESIDENT AND OTHER SER 623000 281188 281188 9500924 9500924 9219736 0 281188 5379046 5379046 210989 210989 453867 453867 396079 396079 4917 4917 725356 725356 151211 151211 744364 744364 458568 458568 1936 1936 831783 831783 1256184 1256184 138256 138256 FOOD SERVICE EXPENSE 946789 946789 EQUIPMENT RENTAL & MAIN 312963 312963 DRUGS AND MEDICAL SUPPL 81610 81610 COVID-19 RELATED EXPENS 56210 56210 85010 85010 12235138 12235138 0 0 3599167 964175 180232 342179 4988 26772268 1345593 0 25426675 974207 1227288 24622554 0 29376160 27965305 76974 63694 17332397 17348205 1729955 2797705 19139326 20209604 X 0 0 0 0 10236834 7755701 10236834 7755701 29376160 27965305 X -2734214 253081 X X 0 1 X 1 0 X X 2 GOODWIN HOUSE INCORPORATED 540623670 10 0 0 0 GOODWIN HOUSE DEVELOPMENT CORPORATION 020595161 10 0 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1574976 1574976 24443048 1232658 23210390 629244 28435 600809 125000 84500 40500 25426675 DUE TO AFFILIATES 2797705 2797705 X PART X, LINE 2: GHI, GHDC, GHHCBS, AND THE FOUNDATION ARE NONPROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. GHCS AND TVA ARE FOR-PROFIT CORPORATIONS. THE CORPORATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO EFFECT ON THE CORPORATION'S FINANCIAL STATEMENTS. 0 1 0 0 0 0 1 0 0 ROBERT A LIEBREICH GHI CEO/EX-OFFICIO 0 425360 0 106250 0 20500 0 37213 0 11364 0 600687 0 0 TIMOTHY SMITH CFO 0 314741 0 43470 0 10000 0 25075 0 15435 0 408721 0 0 ANDREW SIEGAL CHIEF BUSINESS DEVELOPMENT 0 228490 0 28979 0 10000 0 18023 0 8835 0 294327 0 0 REBECCA DUAN ASST SEC/CONTROLLER 0 171449 0 17098 0 0 0 13198 0 7920 0 209665 0 0 HOLLY HANISIAN ASSISTANT SECRETARY 0 130319 0 17634 0 1667 0 10357 0 7610 0 167587 0 0 PART I, LINE 3 THE OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE PAID BY GOODWIN HOUSE INCORPORATED, A RELATED ORGANIZATION. GOODWIN HOUSE INCORPORATED SETS THE COMPENSATION FOR THE PRESIDENT/CEO USING AN INDEPENDENT COMPENSATION CONSULTANT, COMPARATIVE COMPENSATION STUDIES, AND THE FORM 990 OF OTHER ORGANIZATIONS TO ESTABLISH COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. 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. ANNUALLY, THE CEO ENGAGES AN OUTSIDE CONSULTANT TO EVALUATE THE WAGES OF THE CFO, EXECUTIVE DIRECTORS, CORPORATE DIRECTOR OF HUMAN RESOURCES AND VP OF MARKETING AND MISSION EXPANSION. THE EXECUTIVE COMMITTEE APPROVES SIGNIFICANT CHANGES IN EXECUTIVE COMPENSATION. THIS PROCESS WAS LAST COMPLETED IN 2023. 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 6 MEETING BUDGETED OUTCOMES IS INCLUDED IN THE GOALS AND IMPACT THE BONUS AMOUNT AWARDED. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS GOODWIN HOUSE INCORPORATED. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE ELECTED BY THE BOARD OF TRUSTEES OF GOODWIN HOUSE INCORPORATED, THE CORPORATION'S SOLE MEMBER. THE SOLE MEMBER SHALL CHOOSE A SUCCESSOR, WHO SHALL HOLD OFFICE UNTIL THE NEXT ANNUAL ELECTION OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED OR REPEALED BY AN AFFIRMATIVE VOTE OF A MAJORITY OF ALL THE VOTING MEMBERS OF THE BOARD OF DIRECTORS AT A REGULAR OR SPECIAL MEETING PROVIDED THAT WRITTEN NOTICE OF THE PROPOSED CHANGE OR ADDITIONS HAS BEEN GIVEN TO EACH BOARD MEMBER AT LEAST FIVE DAYS PRIOR TO THE MEETING. APPROVAL BY THE SOLE MEMBER OF THE CORPORATION MUST BE GRANTED. FORM 990, PART VI, SECTION B, LINE 11B THE JOINT AUDIT COMMITTEE, A STANDING COMMITTEE OF THE BOARD OF TRUSTEES, COMPLETES A COMPREHENSIVE AND INTERACTIVE REVIEW OF THE FINAL DRAFT FORM 990 AFTER THE FORM 990 HAS BEEN REVIEWED BY MANAGEMENT. SUBSEQUENT TO REVIEW BY THE JOINT AUDIT COMMITTEE AND PRIOR TO FILING, THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO ALL MEMBERS OF THE GOVERNING BOARD FOR THEIR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND CODE OF CONDUCT ARE INCLUDED IN ITS WRITTEN CORPORATE COMPLIANCE POLICY. ALL MEMBERS OF THE GOVERNING BODY AND ALL MEMBERS OF STAFF ARE EXPECTED TO KNOW AND ABIDE BY THE CORPORATE COMPLIANCE POLICY. EACH MEMBER OF THE GOVERNING BODY AND EACH MEMBER OF THE EXECUTIVE TEAM COMPLETES AN ANNUAL CONFLICT OF INTEREST STATEMENT. SHOULD A POTENTIAL CONFLICT EXIST WITH AN ENTITY WHICH THE ORGANIZATION IS NOT CURRENTLY DOING BUSINESS, THE PERSON WITH THE CONFLICT WOULD BE EXPECTED TO DISCLOSE IT PRIOR TO ANY PROPOSED TRANSACTIONS, AND TO ABSENT HIM/HERSELF FROM DISCUSSION AND FROM VOTING ON SUCH PROPOSED TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AND FILES ITS FINANCIAL STATEMENTS QUARTERLY ON THE EMMA (ELECTRONIC MUNICIPAL MARKET ACCESS) WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 253,081. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. GOODWIN HOUSE INCORPORATED 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 540623670 OPERATE TWO CONTINUING CARE RETIREMENT COMMUNITIES VA 501(C)(3) LINE 10 N/A 0 GOODWIN HOUSE FOUNDATION 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 541549749 TO AID, STRENGTHEN, & EXTEND GOODWIN HOUSE INCORPORATED VA 501(C)(3) LINE 12A, I GOODWIN HOUSE INC 1 GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 843252431 DEVELOPING & OPERATING BUSINESSES PROVIDING REHABILITATIVE & HEALTH SERIVCES VA 501(C)(3) LINE 12A, I GOODWIN HOUSE INC 1 GOODWIN HOUSE DEVELOPMENT CORPORATION 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 020595161 DEVELOPMENT OF SENIOR LIVING COMMUNITIES & RELATED BUSINESSESS VA 501(C)(3) LINE 10 GOODWIN HOUSE INC 1 GHI AVONLEA LLC 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 881901285 TO AID, STRENGTHEN, & EXTEND GOODWIN HOUSE INCORPORATED VA 501(C)(3) LINE 11 GOODWIN HOUSE INCORPORATED 1 GOODWIN HOUSE COMMUNITY SERVICES 4800 FILLMORE AVE ALEXANDRIA VA 22311 542005465 MGMT SERVICES TO NON-PROFIT RETIREMENT COMMUNITIES VA GHI C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0