2026-08-12T14:13:15-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-10-01 020595161 GOODWIN HOUSE DEVELOPMENT CORPORATION 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 ROBERT A LIEBREICH 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 16085036 0 X WWW.GOODWINHOUSE.ORG X 2001 VA TO SUPPORT AND EXTEND THE MISSION AND PURPOSES OF GOODWIN HOUSE INCORPORATED. 7 7 1 6 0 0 0 0 0 0 281848 337060 0 0 281848 337060 0 0 0 0 155769 311307 0 0 0 209456 93591 365225 404898 -83377 -67838 38064887 40319550 0 0 38064887 40319550 TO SUPPORT AND EXTEND THE CHARITABLE AND BENEVOLENT MISSION AND PURPOSES OF GOODWIN HOUSE INCORPORATED BY DEVELOPING ADDITIONAL RETIREMENT COMMUNITIES IN THE GREATER NORTHERN VIRGINIA AREA. 0 0 0 0 0 GOODWIN HOUSE DEVELOPMENT CORPORATION (GHDC) - PROVIDES SUPPORT AND EXTENDS THE CHARITABLE AND BENEVOLENT MISSION AND PURPOSES OF GOODWIN HOUSE INCORPORATED BY DEVELOPING ADDITIONAL RETIREMENT COMMUNITIES IN THE GREATER NORTHERN VIRGINIA AREA, AND WHOSE PRIMARY FOCUS WILL BE TO SERVE THE NEEDS OF THE ELDERLY BY PROVIDING CARE AND SERVICES IN ACCORDANCE WITH THE SAME EXEMPLARY STANDARDS ENJOYED BY THE RESIDENTS OF THE COMMUNITIES OWNED AND OPERATED BY GOODWIN HOUSE INCORPORATED. GHDC PROVIDES SERVICES IN AFFILIATION WITH THE EPISCOPAL DICESE OF VIRGINIA THROUGH THE OVERSIGHT AND COORDINATION PROVIDED THROUGH THE CORPORATION'S PARENT ORGANIZATION AND SOLE MEMBER, GOODWIN HOUSE INCORPORATED. GHDC ENGAGES IN AND CONDUCTS ALL BUSINESS NECESSARY OR SUITABLE FOR THE ACCOMPLISHMENT OF THE ABOVE PURPOSES. 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 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 1 0 0 0 1 X 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 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 CHANDRA 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 ANDREW CRETAL MANAGING DIR OF REAL ESTATE DEVELOPMENT 40.00 0.00 X 256564 0 22409 REBECCA DUAN ASSISTANT SECRETARY/CONTROLLER 1.00 39.00 X 0 203545 48920 HOLLY HANISIAN ASSISTANT SECRETARY/CHIEF OF STAFF 1.00 39.00 X 0 182338 46139 JOHN WEAVER CHAIR 1.00 2.00 X X 0 0 0 YASMIN AL-ASKARI TRUSTEE 1.00 2.00 X 0 0 0 DAVID CANFIELD TRUSTEE 1.00 0.00 X 0 0 0 GARRETT ERDLE TRUSTEE 1.00 2.00 X 0 0 0 KATIE HORTON TRUSTEE 1.00 3.00 X 0 0 0 NINA JANOPAUL TRUSTEE 1.00 2.00 X 0 0 0 BEN MARCANTONIO TRUSTEE 1.00 3.00 X 0 0 0 256564 2206861 434153 1 0 1 0 0 335061 335061 15749975 15747976 1999 1999 1999 337060 0 0 337060 299846 299846 5374 5374 6087 6087 78600 78600 13014 13014 1167 1167 186 186 159 159 149 149 REFRESHMENTS 316 316 404898 0 404898 0 212469 296666 4801654 0 4800000 4801654 17583350 16495099 15469068 18726131 38064887 40319550 0 0 X 38064887 40319550 38064887 40319550 38064887 40319550 X -67838 322501 2000000 X 0 1 X 1 0 X X X 1 GOODWIN HOUSE INCORPORATED 540623670 10 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: GOODWIN HOUSE DEVELOPMENT CORPORATION (GHDC) SUPPORTS GOODWIN HOUSE INCORPORATED AND AFFILIATES BY DEVELOPING ADDITIONAL RETIREMENT COMMUNITIES AND COMMUNITY BASED SERVICES IN THE WASHINGTON D.C. METROPOLITAN AREA AND WHOSE PRIMARY FOCUS WILL BE TO SERVE 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. 4800000 4800000 1654 1654 4801654 INVESTMENT IN AFFILIATE 9448758 DUE FROM AFFILIATES 7035098 CONSTRUCTION IN PROGRESS 2121025 ACCRUED INTEREST RECEIVABLES 121250 18726131 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 CHANDRA 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 ANDREW CRETAL MANAGING DIR OF REAL ESTATE DEVELOPM 236564 0 20000 0 0 0 17960 0 4449 0 278973 0 0 0 REBECCA DUAN ASSISTANT SECRETARY/CONTROLLER 0 185362 0 18183 0 0 0 14248 0 34672 0 252465 0 0 HOLLY HANISIAN ASSISTANT SECRETARY/CHIEF OF STAFF 0 149041 0 23297 0 10000 0 12064 0 34075 0 228477 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. FUNDRAISING REVENUE IS NOT INCLUDED IN THE FINANCIAL TARGETS. 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 1A THE EXECUTIVE COMMITTEE HAS THE DELEGATED AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEE IN BETWEEN BOARD MEETINGS. 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 BEFORE FILING WITH THE IRS. 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: CONTRIBUTED CAPITAL FROM GOODWIN HOUSE INCORPORATED 2,000,000. 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 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 AVE ALEXANDRIA VA 22311 542005465 MGMT SERVICES TO NON-PROFIT RETIREMENT COMMUNITIES VA GOODWIN HOUSE INCORPORATED C 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0 THE VIEW AT GOODWIN LIVING LLC D 3629699 COST THE VIEW AT GOODWIN LIVING LLC R 9448758 COST