2026-08-12T14:10:03-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-10-01 881887084 THE VIEW AT GOODWIN LIVING LLC VIEW 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 ROBERT A LIEBREICH 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 13758097 0 X WWW.GOODWINHOUSE.ORG X 2022 VA TO SUPPORT AND EXTEND THE CHARITABLE MISSION AND PURPOSES OF GOODWIN HOUSE INCORPORATED. 0 0 201 4 0 0 0 0 13293453 13758097 0 0 0 0 13293453 13758097 0 0 0 0 7729073 8650020 0 0 0 6164421 6200902 13893494 14850922 -600041 -1092825 27646219 32479860 21303172 27351531 6343047 5128329 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 12866878 0 13246811 THE VIEW PROVIDES A SERVICE-RICH LIFESTYLE TO OLDER ADULTS THAT 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. 12866878 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 X 0 0 201 1 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X TIMOTHY SMITH 7038241355 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 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 CHANDARA KUMAR CHIEF OPERATING OFFICER 1.00 39.00 X 0 391466 91524 ANDREW SIEGAL CHIEF BUSINESS DEVELOPMENT 1.00 39.00 X 0 322181 46859 REBECCA DUAN CONTROLLER 1.00 39.00 X 0 203544 48920 HOLLY HANISION CHIEF OF STAFF 1.00 39.00 X 0 182338 46139 STEPHANIE HOWARD DIRECTOR OF NURSING 40.00 0.00 X 159258 0 16646 MARY CURRY DIR OF SALES OF RENTAL COMMUNITIES 40.00 0.00 X 147163 0 24421 ADRIENNE WYMAN SALES COUNSELOR 40.00 0.00 X 131444 0 24096 JASMIN BAJRAMOVIC DIR OF FACILITIES MANAGEMENT 40.00 0.00 X 127622 0 16554 GAJINDRA SURUJPAUL DIRECTOR OF ES AND DS AT TVA 40.00 0.00 X 114985 0 10055 680472 2206860 503516 7 0 1 0 PERKINS EASTMAN ARCHITECTS DPC 115 FIFTH AVENUE NEW YORK NY 10003 GENERAL BUILDING CONTRACTOR 314322 TREADSTONE LLC 2060 CENTER BROOK SQUARE STERLING VA 20165 GENERAL BUILDING CONTRACTOR 277383 VISION TECHNOLOGIES INC PO BOX 780586 PHILADELPHIA PA 19178 GENERAL BUILDING CONTRACTOR 147219 MATUS PAINTING & WALLCOVERING LLC 9093 PURVIS DRIVE LORTON VA 22079 GENERAL BUILDING CONTRACTOR 137616 ADVANCED PROJECT MANAGEMENTINC 4530 WALNEY ROAD SUITE 202 CHANTILLY VA 20151 CONSTRUCTION/PROJECT MANAGEMENT CONSULTI 107020 6 MONTHLY FEES 623000 9914546 9914546 HEALTH CARE SERVICES 623000 3332265 3332265 RESIDENT AND OTHER SERVICES 623000 511286 511286 13758097 13758097 13246811 0 511286 7232517 6436548 795969 383604 337171 46433 502766 471181 31585 531133 467736 63397 2036 2036 357328 298119 59209 7362 7362 1026475 181046 845429 522355 509992 12363 3115 3115 1319 1319 832963 832963 1780797 1780797 FOOD SERVICE EXPENSE 1001698 1001698 EQUIPMENT RENTAL & MAIN 473364 422507 50857 DRUGS AND MEDICAL SUPPL 110508 110508 BAD DEBTS 35000 35000 46582 15293 31289 14850922 12866878 1984044 0 781621 773063 20000 20000 277879 35909 35878719 4705073 26076678 31173646 414675 292782 75366 184460 27646219 32479860 64378 96403 105700 17364012 17317619 3874782 9831809 21303172 27351531 X 6343047 5128329 6343047 5128329 27646219 32479860 X -1092825 -121893 X 0 1 X 1 0 X X X 1 GOODWIN HOUSE INCORPORATED 540623670 10 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN IV AND PART IV, SECTION A, LINE 1: THE VIEW AT GOODWIN LIVING LLC (TVA) SUPPORTS GOODWIN HOUSE INCORPORATED AND AFFILIATES BY SERVING THE NEEDS OF THE ELDERLY BY PROVIDING CARE AND SERVICES IN ACCORDANCE WITH THE SAME EXEMPLARY STANDARDS ENJOYED BY RESIDENTS OF THE COMMUNITIES OWNERS AND OPERATED BY GOODWIN HOUSE INCORPORATED AND AFFILIATES, 1574976 1574976 26813836 4066535 22747301 1127822 561755 566067 6362085 76783 6285302 31173646 DUE TO AFFILIATES 9831809 9831809 X 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 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 CHANDARA KUMAR CHIEF OPERATING OFFICER 0 324182 0 54284 0 13000 0 26493 0 65031 0 482990 0 0 ANDREW SIEGAL CHIEF BUSINESS DEVELOPMENT 0 271156 0 41025 0 10000 0 21853 0 25006 0 369040 0 0 REBECCA DUAN CONTROLLER 0 185361 0 18183 0 0 0 14248 0 34672 0 252464 0 0 HOLLY HANISION CHIEF OF STAFF 0 149041 0 23297 0 10000 0 12064 0 34075 0 228477 0 0 STEPHANIE HOWARD DIRECTOR OF NURSING 135825 0 23433 0 0 0 11148 0 5498 0 175904 0 0 0 MARY CURRY DIR OF SALES OF RENTAL COMMUNITIES 147163 0 0 0 0 0 10301 0 14120 0 171584 0 0 0 ADRIENNE WYMAN SALES COUNSELOR 131444 0 0 0 0 0 9201 0 14895 0 155540 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 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. PART I, LINE 6 THE MEETING OF BUDGETED OUTCOMES IS INCLUDED IN THE GOALS AND IMPACTS THE BONUS AMOUNT AWARDED. PART I, LINE 7 NONFIXED PAYMENTS INCLUDE COMPENSATION BASED ON BOARD APPROVED INCENTIVE COMPENSATION PLAN. 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 6 THE SOLE MEMBER OF THE CORPORATION IS GOODWIN HOUSE DEVELOPMENT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE ELECTED BY THE BOARD OF TRUSTEES OF GOODWIN HOUSE DEVELOPMENT CORPORATION'S SOLE MEMBER, GOODWIN HOUSE INCORPORATED. 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 -121,893. 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 FOUNDATION 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 541549749 TO BENEFIT, SUPPORT AND FOSTER THE OPERATIONS OF GOODWIN HOUSE INCORPORATED VA 501(C)(3) LINE 12A, I GOODWIN HOUSE INCORPORATED 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 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 AVE ALEXANDRIA VA 22311 542005465 MGMT SERVICES TO NON-PROFIT RETIREMENT COMMUNITIES VA GOODWIN HOUSE INCORPORATED C 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0