2026-08-12T14:12:42-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-10-01 541549749 GOODWIN HOUSE FOUNDATION GOOD 7038241355 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 TIMOTHY SMITH CHIEF FINANCIAL OFFICER 7038241355 2026-08-11 1 1 KATARZYNA O PADZIK P02268641 7819821001 2026-08-11 2024 2025-03-06 01:10:19Z GOODWIN LIVING FOUNDATION ROBERT A LIEBREICH 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 10602664 0 X WWW.GOODWINLIVING.ORG X 1989 VA SEE SCHEDULE O.GOODWIN LIVING FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A TYPE I SUPPORTING FOUNDATION OF GOODWIN HOUSE INCORPORATED D/B/A GOODWIN LIVING. THE FOUNDATION'S MISSION: THROUGH THE POWER OF PHILANTHROPY, WE SEEK AND CELEBRATE GENEROSITY TO CARRY OUT THE MISSION OF GOODWIN LIVING, TO PROVIDE FINANCIAL SECURITY TO RESIDENTS, TO ENABLE STAFF TO THRIVE IN THEIR CAREERS, AND TO SUPPORT INNOVATION, THUS ENHANCING THE LIVES OF OLDER ADULTS AND THOSE WHO CARE FOR THEM. 19 19 12 258 0 0 6777829 5786734 0 0 1118467 1052522 0 0 7896296 6839256 1162300 1200061 0 0 906438 919202 0 0 409893 1290794 1456947 3359532 3576210 4536764 3263046 33094765 39434166 880352 1074083 32214413 38360083 X THROUGH THE POWER OF PHILANTHROPY, WE SEEK AND CELEBRATE GENEROSITY TO CARRY OUT THE MISSION OF GOODWIN LIVING, TO PROVIDE FINANCIAL SECURITY TO RESIDENTS, TO ENABLE STAFF TO THRIVE IN THEIR CAREERS, AND TO SUPPORT INNOVATION, (CONTINUED ON SCHEDULE O)THUS ENHANCING THE LIVES OF OLDER ADULTS AND THOSE WHO CARE FOR THEM. 0 0 565007 467428 0 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 2025, THE FOUNDATION GRANTED $565,007 TO GOODWIN LIVING TO PROVIDE FOR RESIDENT SUPPORT RECIPIENTS. GOODWIN LIVING FOUNDATION PROVIDED 100% OF THE RESIDENT SUPPORT PROGRAM EXPENSES FOR FISCAL YEAR 2025. THE FOUNDATION RAISED $613,449 RESTRICTED FOR RESIDENT SUPPORT AND ANY BALANCE OF FUNDS NOT USED IN THE CURRENT YEAR WILL BE RESTRICTED FOR THAT USE THE FOLLOWING YEAR. 757469 0 0 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 $734,969 WHICH INCLUDED PROVIDING FOR SIX POSITIONS ($511,851) - FOUR TEAM MEMBERS FROM THE BRAIN HEALTH DEPARTMENT AND TWO MUSIC THERAPISTS AND SUPPORTING SEVERAL AREAS OF PROGRAMMATIC SUPPORT ($223,118).THE $223,118 FOR RESIDENT PROGRAMMING INCLUDED HORTICULTURAL THERAPY, ANIMAL THERAPY VISITS, 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 ALSO PROVIDED $22,500 TO PILOT CLOSED CAPTIONING SERVICES TO SUPPORT RESIDENTS WITH HEARING IMPAIRMENT AT ONE CAMPUS. THE PILOT WAS WELL RECEIVED, AND BASED ON ITS SUCCESS, THE FOUNDATION HAS BEGUN IMPLEMENTING CLOSED CAPTIONING AT AN ADDITIONAL CAMPUS.WE OFFERED TWO DIFFERENT MUSIC PROGRAM INITIATIVES: MELODY MAKERS AND SENTIMENTAL JOURNEY SINGERS. EACH OF THESE PROGRAMS SERVES A POPULATION WITH UNIQUE LEVELS OF COGNITION AND OFFERS MUSICAL ENGAGEMENT FOR OUR RESIDENTS, THEIR FAMILY MEMBERS AND VOLUNTEERS.THROUGH FUNDING FOR 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. WE ARE EXCITED THAT OVER 75,0000 INDIVIDUALS 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 $83,934 IN GIFTS TO THE HOSPICE FUND AND UTILIZED $126,018 TO PROVIDE COMPASSIONATE CARE AND COMFORT FOR MANY OF THE PATIENTS ON OUR HOSPICE SERVICE. 195 OF OUR HOSPICE PATIENTS WERE ABLE TO RECEIVE MASSAGE THERAPY THROUGH HEALWELL AND 163 FOR 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. 732633 732633 0 THE FOUNDATION WORKED DILIGENTLY TO PARTNER WITH ITS DONORS TO SUPPORT OUR TEAM MEMBERS AS WELL. THROUGH AN INCREDIBLE OUTPOURING OF GENEROSITY, WE WERE ABLE TO PROVIDE $732,633 IN FUNDING FOR TEAM MEMBERS AND THEIR FAMILIES. (PLEASE SEE DETAILS BELOW.) SOME OF THE TEAM MEMBER SUPPORT CAME IN TUITION ASSISTANCE GRANTS AND LEADERSHIP OPPORTUNITIES. $255,073 FUNDED 96 STUDENTS IN THEIR EDUCATIONAL JOURNEYS. ALSO, WE WERE ABLE TO SUPPORT AGAIN A COHORT OF TEAM MEMBERS FOR THE ADVANCED CERTIFIED NURSING ASSISTANT 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. 69 CHILDREN AND GRANDCHILDREN OF TEAM MEMBERS RECEIVED GRANTS OF $500-$1,000 EACH TO EASE THE BURDEN OF EDUCATIONAL COSTS FOR A TOTAL OF $68,500. 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 AND GRANDCHILDREN THROUGH COLLEGE.OTHER CONTRIBUTIONS WERE USED TO PROVIDE FOR THE U.S. CITIZENSHIP APPLICATION FEE PROGRAM SUPPORTING 23 OF OUR STAFF MEMBERS AND 10 OF THEIR FAMILY MEMBERS, TOTALING $23,938. 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 50% OF OUR STAFF MEMBERS ARE FOREIGN BORN AND MANY WISH TO PURSUE U.S. 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. IN ADDITION, THE FOUNDATION PROVIDED OVER $15,000 IN CRITICAL FUNDING FOR LEGAL FEES ASSOCIATED WITH IMMIGRATION SUPPORT SERVICES FOR TEAM MEMBERS.GIVEN THE HIGH COST OF LIVING IN OUR AREA, MANY MEMBERS OF OUR TEAM EXPERIENCE SEVERE UNEXPECTED FINANCIAL DIFFICULTIES. WE OFFERED $103,115 FOR EMERGENCY FINANCIAL ASSISTANCE GRANTS TO 60 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 MAINTAIN 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. GRANT RECIPIENTS ARE REQUIRED TO COMPLETE AT LEAST THREE MODULES OF THE TRUIST FINANCIAL EDUCATION CURRICULUM AT NO COST TO THEM. IN DOING SO, THE TEAM MEMBERS LEARN TO SET UP A BUDGET AND SAVE FOR EMERGENCIES AS WELL AS HAVE THE OPPORTUNITY TO EXPLORE OTHER ASPECTS OF FINANCIAL EDUCATION AND GROWTH.WE OFFERED STUDENT LOAN REPAYMENT FOR OUR CLINICAL TEAM MEMBERS 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 OFOUR DONORS, WE WERE ABLE TO OFFER $131,150 IN LOAN REPAYMENT FOR 31 CLINICAL TEAM MEMBERS. ADDITIONALLY, THE ANDERSON FUND PROVIDED $10,000 IN STUDENT LOAN REPAYMENT FOR 10 NON CLINICAL TEAM MEMBERS. WE ALSO PROVIDED AN ADDITIONAL $157,885 FOR WORKFORCE DEVELOPMENT INITIATIVES INCLUDING PROVIDING STIPENDS FOR 34 INTERNS AND THE SALARY AND BENEFITS OF OUR TEAM MEMBER ENGAGEMENT AND OUTREACH MANAGER POSITION, WHO SUPPORTS OUR TEAM MEMBERS WITH RESOURCES AND MANAGES OUR INTERNSHIP PROGRAM, COMMUNITY PARTNERSHIPS AND COORDINATES OUR INTERNAL LEADERSHIP EDUCATION PROGRAM.THESE INTERNS HAD VALUABLE EXPERIENCES THAT PROVIDED THEM THE OPPORTUNITY TO WITNESS THE STRONG CULTURE OF BELONGING AND COMMUNITY AT GOODWIN LIVING 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 FOUR ANNUAL AWARDS FOR THE EXCELLENCE IN OUR INTERNSHIP PROGRAM. ALSO, WE HAVE BEEN ABLE TO HIRE 18 OF THE INTERNS SO FAR! 816686 816686 2871795 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 0 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 VA X TIMOTHY SMITH 7038241355 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 JOAN M RENNER CHAIRPERSON 1.00 0.00 X X 0 0 0 DR ANTHONY J TAMBASCO VICE CHAIRPERSON 1.00 2.00 X X 0 0 0 KIMBERLY A FISKE ESQ SECRETARY 1.00 0.00 X X 0 0 0 JOHN H KOMOROSKE TREASURER 1.00 0.00 X X 0 0 0 LAURA BAILEY DIRECTOR 1.00 0.00 X 0 0 0 LAURIE J BLACKBURN DIRECTOR 1.00 0.00 X 0 0 0 IRMA CANAN DIRECTOR 1.00 0.00 X 0 0 0 DAVID L CRABB DIRECTOR 1.00 0.00 X 0 0 0 SARA K DECARLO DIRECTOR 1.00 0.00 X 0 0 0 ROBERT C EIFFERT DIRECTOR 1.00 0.00 X 0 0 0 KARIN FINKELSTON DIRECTOR 1.00 0.00 X 0 0 0 LORRAINE MANNING DIRECTOR 1.00 0.00 X 0 0 0 JUDITH M MILLER DIRECTOR 1.00 0.00 X 0 0 0 ANNE E PERET DIRECTOR 1.00 0.00 X 0 0 0 GANT REDMON DIRECTOR 1.00 0.00 X 0 0 0 TRICIA A RODGERS DIRECTOR 1.00 0.00 X 0 0 0 ANNE D STEWART DIRECTOR 1.00 0.00 X 0 0 0 JAMES THESSIN DIRECTOR 1.00 0.00 X 0 0 0 STEVEN W SMITH DIRECTOR 1.00 0.00 X 0 0 0 JAMES HENNESSEY DIRECTOR (UNTIL 12/2024) 1.00 0.00 X 0 0 0 FRED PANG DIRECTOR (UNTIL 12/2024) 1.00 0.00 X 0 0 0 ALTON S WALLACE DIRECTOR (UNTIL 06/2025) 1.00 0.00 X 0 0 0 ROBERT A LIEBREICH PRESIDENT AND CEO 1.00 39.00 X 0 678774 91904 TIMOTHY SMITH CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 428557 86398 VALERIE L BURKE CHIEF PHILANTHROPY OFFICER 38.00 2.00 X 273951 0 72109 JAMES WOODWARD DIRECTOR OF DEVELOPMENT 40.00 0.00 X 122921 0 37198 MARY ROBERTS DIRECTOR OF DEVELOPMENT 40.00 0.00 X 106816 0 15659 503688 1107331 303268 3 0 1 0 0 929782 4856952 522535 5786734 782464 782464 4033466 3763408 270058 270058 270058 6839256 0 0 1052522 467428 467428 732633 732633 359974 179987 179987 457179 307128 150051 27645 15356 12289 24685 24685 49719 21499 10747 17473 21000 21000 11116 11116 10455 10455 54666 28219 26447 22500 22500 994 994 BRAIN HEALTH 370066 370066 TEAM MEMBER SUPPORT 305690 305690 MUSIC THERAPY 142524 142524 WORKFORCE DEVELOPMENT 106587 106587 411349 355699 42459 13191 3576210 2871795 294522 409893 100 100 251525 739501 1641368 1108224 31201772 37586341 33094765 39434166 863 1864 879489 1072219 880352 1074083 X 22779979 25994435 9434434 12365648 32214413 38360083 33094765 39434166 X 3263046 2833441 49183 X 0 1 X 1 0 X X 1 GOODWIN HOUSE INCORPORATED 540623670 10 1 1200061 1671734 1 1200061 1671734 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6585996 2711679 9297675 2818752 3767244 6585996 1686341 1132411 2818752 1683529 2812 1686341 1680689 2840 1683529 0.00000 1.00000 0.00000 0 0 0 DUE TO AFFILIATES 482749 ANNUITIES PAYABLE 589470 1072219 X 9710764 2833441 49183 2882624 6828140 11116 11116 6839256 3565094 0 3565094 11116 11116 3576210 PART V, LINE 4: THE ENDOWMENT WAS PRINCIPALLY RESTRICTED TO SUPPORT THE PURPOSE OF THE FOUNDATION, WHICH IS TO GENERATE RESOURCES FOR GOODWIN HOUSE TO PROVIDE SUPPORT FOR CURRENT AND FUTURE RESIDENTS IN NEED AND TO FUND PROGRAMS DEDICATED TO SENIORS' WELL-BEING AND VIBRANT LIVING AND THOSE WHO CARE FOR THEM. PART X, LINE 2: GHI, GHDC, GHHCBS, FOREST HILLS, TVA 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 IS A FOR-PROFIT CORPORATION. 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. THE CORPORATION HAS IMPLEMENTED PROCESSES TO ENSURE CORPORATE COMPLIANCE WITH THE IRS INTERMEDIATE SANCTIONS PROVISION. THESE PROCESSES INCLUDE RETENTION BY THE BOARD OF TRUSTEES OF AN UNBIASED THIRD-PARTY CONSULTANT TO REVIEW EXECUTIVE COMPENSATION PRACTICES, ANNUAL REVIEW OF EXECUTIVE TEAM COMPENSATION BY THE BOARD COMPENSATION COMMITTEE, AND ANNUAL REVIEW BY THE BOARD OF TRUSTEES OF THE PERFORMANCE AND COMPENSATION OF THE CORPORATION'S PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE BOARD ENGAGES IN PERIODIC CORPORATE COMPLIANCE EDUCATION, HAS ADOPTED AND REVIEWS AT LEAST ANNUALLY A WRITTEN CORPORATE COMPLIANCE PROGRAM AND CODE OF CONDUCT, AND HAS A DETAILED CONFLICT OF INTEREST POLICY PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUATION OF CHARITABLE GIFT ANNUITIES 49,183. 1 GOODWIN HOUSE INCORPORATED 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 540623670 501(C)(3) 467428 0 N/A N/A TO PROVIDE FINANCIAL ASSISTANCE AND ENGAGEMENT TO RESIDENTS OF GOODWIN HOUSE INCORPORATED 1 0 STAFF EDUCATION, EMERGENCY ASSISTANCE, AND CITIZENSHIP FEES 323 732633 N/A N/A PART I, LINE 2: MONITORING OF THE USE OF GRANT FUNDS FROM GOODWIN HOUSE FOUNDATION TO GOODWIN HOUSE INCORPORATED, A RELATED ORGANIZATION, IS PERFORMED BY THEIR SHARED BOARD MEMBERS AND SHARED MANAGEMENT. THE FOUNDATION ALSO PROVIDES FINANCIAL ASSISTANCE TO ITS EMPLOYEES UNDER SEVERAL PROGRAMS. EACH PROGRAM REQUIRES DOCUMENTATION FROM THE EMPLOYEE TO SUPPORT THE REQUEST AND REVIEW AND APPROVAL BY THEIR DEPARTMENT DIRECTOR AND HUMAN RESOURCES PRIOR TO PAYMENT. WITH REGARDS TO EMERGENCY FINANCIAL GRANTS, A SEPARATE COMMITTEE MEETS TO REVIEW APPLICATIONS FOR POSSIBLE APPROVAL. 0 1 0 0 1 0 1 1 0 ROBERT A LIEBREICH PRESIDENT AND CEO 0 513274 0 142500 0 23000 0 45904 0 46000 0 770678 0 0 TIMOTHY SMITH CHIEF FINANCIAL OFFICER 0 361859 0 53698 0 13000 0 29089 0 57309 0 514955 0 0 VALERIE L BURKE CHIEF PHILANTHROPY OFFICER 226814 0 37137 0 10000 0 18477 0 53632 0 346060 0 0 0 JAMES WOODWARD DIRECTOR OF DEVELOPMENT 121921 0 1000 0 0 0 8604 0 28594 0 160119 0 0 0 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. X 16 102600 MARKET VALUE X 12 419935 MARKET VALUE 0 0 1 1 PART I, COLUMN (B): REPRESENTING THE NUMBER OF CONTRIBUTORS. PART I, LINE 32B: THIRD PARTY VENDORS ARE USED FOR DONATED SECURITIES AND SELLING VEHICLES. FORM 990, PART V, LINE 2A: THE NUMBER OF EMPLOYEES LISTED AS BEING ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION FOR THE CALENDAR YEAR. THE ORGANIZATION'S EMPLOYEES ARE INCLUDED IN THE FORM W-3 FILED BY GOODWIN HOUSE INCORPORATED, A RELATED ORGANIZATION, AS THE COMMON PAYMASTER. SALARIES AND BENEFITS ARE REIMBURSED BY THE FILING ORGANIZATION TO GOODWIN HOUSE INCORPORATED. FORM 990, PART VI, SECTION A, LINE 2 ANTHONY TAMBASCO & ANNE STEWART HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 GOODWIN HOUSE INCORPORATED IS THE SOLE MEMBER OF GOODWIN HOUSE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES OF GOODWIN HOUSE INCORPORATED, THE SOLE MEMBER OF GOODWIN HOUSE FOUNDATION, ELECTS THE DIRECTORS OF GOODWIN HOUSE FOUNDATION. DIRECTORS SERVE THREE-YEAR TERMS, WITH THE TERMS OF APPROXIMATELY ONE-THIRD OF SUCH DIRECTORS TO EXPIRE EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF TRUSTEES OF GOODWIN HOUSE INCORPORATED, THE SOLE MEMBER OF GOODWIN HOUSE FOUNDATION, HAS THE RIGHT TO ELECT THE DIRECTORS OF GOODWIN HOUSE FOUNDATION AND THE RIGHT TO APPROVE BY A VOTE OF TWO-THIRDS OF THE TRUSTEES THEN IN OFFICE AMENDMENT TO THE ARTICLES OF INCORPORATION AND BYLAWS OF GOODWIN HOUSE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNMENT BODY. 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 WITH 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. FORM 990, PART XI, LINE 9: CHANGE IN VALUATION OF CHARITABLE GIFT ANNUITIES 49,183. GOODWIN HOUSE INCORPORATED 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 540623670 OPERATES TWO CONTINUING CARE RETIREMENT COMMUNITIES VA 501(C)(3) LINE 10 N/A 0 GOODWIN HOUSE DEVELOPMENT CORPORATION 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 020595161 DEVELOPMENT OF SENIOR LIVING COMMUNITIES & RELATED BUSINESSES VA 501(C)(3) LINE 12A, I GOODWIN HOUSE INCORPORATED 0 GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 843252431 DEVELOPING & OPERATING BUSINESSES PROVIDING REHABILITATIVE & HEALTH SERVICES VA 501(C)(3) LINE 12A, I GOODWIN HOUSE INCORPORATED 0 THE VIEW AT GOODWIN LIVING LLC 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 881887084 TO BENEFIT, SUPPORT AND FOSTER THE OPERATIONS OF GHDC VA 501(C)(3) LINE 12A, I GOODWIN HOUSE DEVELOPMENT CORPORATION 0 GHI AVONLEA LLC 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 881901285 TO BENEFIT, SUPPORT AND FOSTER THE OPERATIONS OF GOODWIN HOUSE INCORPORATED VA 501(C)(3) LINE 10 GOODWIN HOUSE INCORPORATED 0 THE METHODIST HOME OF THE DISTRICT OF COLUMBIA 4901 CONNECTICUT AVENUE NW WASHINGTON DC 20008 530207036 SUPPORTIVE COMMUNITY THAT INSPIRES & ENGAGES SENIORS & THEIR CAREGIVERS DC 501(C)(3) LINE 10 GOODWIN HOUSE INCORPORATED 0 GOODWIN HOUSE COMMUNITY SERVICES 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 542005465 MGMT SERVICES TO NON-PROFIT RETIREMENT COMMUNITIES VA GOODWIN HOUSE INCORPORATED C 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 1