2026-08-12T14:05:30-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-10-01 540623670 GOODWIN HOUSE INCORPORATED GOOD 7035781000 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 TIMOTHY SMITH CHIEF FINANCIAL OFFICER 7035781000 2026-08-11 1 1 KATARZYNA O PADZIK P02268641 7819821001 2026-08-11 2024 2025-03-06 01:10:19Z GOODWIN LIVING ROBERT A LIEBREICH 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 146727300 0 X WWW.GOODWINLIVING.ORG X 1955 VA TO PROVIDE EXEMPLARY SERVICES, BOTH RESIDENTIAL AND HEALTHCARE, TO OLDER ADULTS OF DIVERSE FAITHS THROUGH THE ESTABLISHMENT AND OPERATION OF CONTINUING CARE RETIREMENT COMMUNITIES IN THE NORTHERN VIRGINIA REGION AND TO BROADEN AND EXTEND THE ORGANIZATION'S CHARITABLE PURPOSE BY COORDINATING AND OVERSEEING ACTIVITIES OF ITS AFFILIATED CHARITABLE ORGANIZATIONS. 14 14 1326 283 1844 0 557335 1491989 105785718 113897238 8302601 7828441 9669 24983 114655323 123242651 1040566 929782 0 0 63235367 68991907 0 0 0 49496390 50979717 113772323 120901406 883000 2341245 453162391 479965168 345853269 357533337 107309122 122431831 X THE MISSION OF GOODWIN HOUSE INCORPORATED ("GHI") IS TO SUPPORT, HONOR AND UPLIFT THE LIVES OF OLDER ADULTS AND THE PEOPLE WHO CARE FOR THEM THROUGH A FAITH-BASED, NONPROFIT ORGANIZATION AFFILIATED WITH THE EPISCOPAL CHURCH. 0 0 103685577 929782 112977339 THE PRIMARY EXEMPT PURPOSE OF GHI IS ACHIEVED THROUGH THE PROVISION OF A CONTINUUM OF CARE AND SERVICE FOR OLDER ADULTS AT TWO CONTINUING CARE RETIREMENT COMMUNITIES (CCRCS) -- GOODWIN HOUSE ALEXANDRIA IN ALEXANDRIA, VIRGINIA, AND GOODWIN HOUSE BAILEY'S CROSSROADS IN FALLS CHURCH, VIRGINIA. A CONTINUING CARE RETIREMENT COMMUNITY PROVIDES LIFE-LONG CARE IN A CONTINUUM OF HOUSING, SERVICES, AND HEALTH CARE TO OLDER ADULTS. IN FISCAL YEAR 2025, GHI SERVED MORE THAN 1,654 OLDER ADULTS RANGING FROM 59 TO 104 YEARS OF AGE.(SEE SCHEDULE O)THE CCRC CONTINUUM IS PROVIDED AT GOODWIN HOUSE ALEXANDRIA AND GOODWIN HOUSE BAILEY'S CROSSROADS THROUGH RESIDENTIAL LIVING (593 APARTMENTS), ASSISTED LIVING (94 APARTMENTS), MEMORY SUPPORT HOUSEHOLDS FOR RESIDENTS WITH DEMENTIA AND ALZHEIMER'S DISEASE (26 DWELLINGS), AND NURSING AND REHABILITATIVE CARE (149 PERSON CAPACITY). CONSTRUCTION OF A FIVE-STORY HEALTH CARE CENTER WAS COMPLETED IN EARLY JUNE 2017. GOODWIN HOUSE ALEXANDRIA'S EXISTING SKILLED NURSING AND MEMORY CARE COMPONENTS WERE RELOCATED INTO THE NEW FACILITY WITH ALL PRIVATE ROOMS OPERATING IN A SMALL HOUSE MODEL. IN FISCAL YEAR 2018, GHI COMPLETED BUILDING IMPROVEMENTS WITH THE ADDITION OF 12 NEW INDEPENDENT LIVING UNITS IN FEBRUARY OF 2018 AND 11 NEW ASSISTED LIVING UNITS IN JUNE OF 2018.THE CCRC CONTINUUM IS ALSO PROVIDED TO OLDER PERSONS LIVING IN THEIR OWN HOMES OUTSIDE OF GOODWIN HOUSE CCRCS BY A NEW PROGRAM LAUNCHED BY GHI IN OCTOBER 2014 CALLED GOODWIN HOUSE AT HOME. THE PURPOSE OF GOODWIN HOUSE AT HOME IS TO HONOR THE CHOICE OF OLDER ADULTS TO REMAIN IN THEIR OWN HOMES, WHILE PROVIDING SUPPORT FOR THEM TO AGE IN THE PLACE AND WAY THEY CHOOSE. AT THE CLOSE OF FISCAL YEAR 2025, GOODWIN HOUSE AT HOME HAD 235 MEMBERS.GHI CELEBRATED ITS 70TH ANNIVERSARY AS A NON-PROFIT CORPORATION IN FISCAL YEAR 2025. GOODWIN HOUSE ALEXANDRIA HAS BEEN IN SERVICE TO OLDER ADULTS FOR 56 YEARS AND GOODWIN HOUSE BAILEY'S CROSSROADS FOR 36 YEARS. BOTH COMMUNITIES HAVE ACHIEVED FULL FIVE-YEAR RE-ACCREDITATION BY CCAC-CARF, THE CONTINUING CARE ACCREDITATION COMMISSION-COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES, A NATIONALLY RECOGNIZED ACCREDITATION BODY. GHI AND ITS SUBSIDIARY CORPORATIONS ARE EACH GOVERNED BY A VOLUNTEER, COMMUNITY-BASED BOARD OF TRUSTEES OR BOARD OF DIRECTORS.GOODWIN HOUSE HOME CARE PROVIDES COMPANION AND LIVING SUPPORT SERVICES TAILORED TO MEET RESIDENT NEEDS. ELDER CARE MANAGEMENT, PERSONAL CARE, LAUNDRY, PERSONAL ESCORTS TO APPOINTMENTS, COMPANION SERVICES, SHOPPING, AND SOCIALIZATION ARE SOME OF THE SERVICES FROM THE GOODWIN HOUSE HOME CARE TEAM. APPROXIMATELY 150,000 HOURS OF SERVICE WERE PROVIDED IN FISCAL YEAR 2025 BY 66 FULL-TIME CERTIFIED NURSING ASSISTANTS. GOODWIN HOUSE PALLIATIVE CARE AND HOSPICE PROVIDES SUPPORTIVE AND END-OF-LIFE CARE TO RESIDENTS AND COMMUNITY PATIENTS AND EMOTIONAL SUPPORT TO THEIR FAMILIES, WITH A MISSION OF ASSURING THAT DEATH OCCURS PAIN-FREE AND WITH DIGNITY, AND THAT THE FAMILIES OF HOSPICE PATIENTS ARE SUPPORTED DURING AND AFTER THE DEATH OF THEIR LOVED ONES. GOODWIN HOUSE PALLIATIVE CARE AND HOSPICE PROVIDED 55,953 HOSPICE SERVICE DAYS TO 926 PATIENTS IN FISCAL YEAR 2025. GOODWIN HOUSE PALLIATIVE CARE AND HOSPICE HAS PROVIDED HOSPICE SERVICE TO 4,698 PATIENTS IN 26 YEARS OF SERVICE.GOODWIN HOUSE COMMUNITY SERVICES: GHI SERVES AN ADDITIONAL 181 ELDER ADULTS THROUGH GOODWIN HOUSE COMMUNITY SERVICES, A SUBSIDIARY CORPORATION WHICH PROVIDES MANAGEMENT SERVICES TO A SISTER NON-PROFIT CORPORATION THAT PROVIDES HOUSING TO LOW AND MODERATE INCOME SENIORS IN NORTHERN VIRGINIA. GHI PROVIDES SUPPORT TO THE MANAGEMENT TEAM AND BOARD IN THE AREAS OF FINANCIAL OVERSIGHT, BOOKKEEPING AND PAYROLL, FINANCIAL REPORTING, RESIDENT SERVICES, HUMAN RESOURCE MANAGEMENT, FACILITY MANAGEMENT, AND STRATEGIC PLANNING.CLINICAL PASTORAL EDUCATION: GHI EXTENDS ITS CHARITABLE PURPOSE THROUGH ITS NATIONALLY ACCREDITED CLINICAL PASTORAL EDUCATION PROGRAM, WHICH IN 25 YEARS HAS TRAINED MORE THAN 355 STUDENTS FROM ACROSS THE U.S. AND OVERSEAS IN PASTORAL CARE WITH OLDER ADULTS, AND SERVES AS A TRAINING PROGRAM FOR STUDENTS FROM A VARIETY OF REGIONAL THEOLOGICAL SEMINARIES. GHI IS ONE OF A SMALL NUMBER OF CONTINUING CARE RETIREMENT COMMUNITIES TO OFFER A FULLY ACCREDITED CLINICAL PASTORAL EDUCATION PROGRAM AND FURTHER, TO LINK THAT PROGRAM WITH ITS GOODWIN HOUSE HOSPICE PROGRAM. 103685577 1 1 0 0 0 0 0 0 1 0 1 1 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 326 0 1 1326 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TIMOTHY SMITH 7038241355 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 ROBERT A LIEBREICH PRESIDENT AND CEO 35.00 5.00 X 678774 0 91904 TIMOTHY SMITH CHIEF FINANCIAL OFFICER 35.00 5.00 X 428557 0 86398 LINDALYN L HUTTER CHIEF MARKETING & STRATEGY 40.00 0.00 X 410642 0 85129 CHANDRA KUMAR CHIEF OPERATING OFFICER 36.00 4.00 X 391466 0 91524 FRANCES CASEY DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 318022 0 83571 ANDREW SIEGEL CHIEF BUSINESS DEVELOPMENT OFFICER 36.00 4.00 X 322181 0 46859 VALERIE L BURKE CHIEF PHILANTHROPY OFFICER 2.00 38.00 X 0 273951 72109 SUSAN DOLTON DIRECTOR OF SALES 40.00 0.00 X 285910 0 59270 BARBARA D'AGOSTINO EXECUTIVE DIRECTOR-GHA 40.00 0.00 X 261333 0 64250 MARGARET GLORIA HOSPICE MEDICAL DIRECTOR 40.00 0.00 X 250232 0 50422 KAREN DOYLE ADMIN OF HEALTH SERVICES-GHBC 40.00 0.00 X 238934 0 52225 CATHERINE FARMER DIRECTOR OF CLINICAL SERVICES 40.00 0.00 X 219585 0 38477 REBECCA DUAN ASSISTANT SECRETARY/CONTROLLER 36.00 4.00 X 203544 0 48920 JUSTIN CARWILE EXECUTIVE DIRECTOR-GHBC (UNTIL 09/25) 40.00 0.00 X 201621 0 31309 BRITTANY DISCIULLO VICE PRESIDENT OF HUMAN RESOURCES 40.00 0.00 X 186057 0 43615 HOLLY HANISIAN CHIEF OF STAFF 36.00 4.00 X 182338 0 46139 DR CYRILLENE CLARK CHAIR 1.00 1.00 X X 0 0 0 BEN MARCANTONIO VICE CHAIR 1.00 3.00 X X 0 0 0 TUCKER ESKEW SECRETARY 1.00 1.00 X X 0 0 0 VIPIN SAHIJWANI TREASURER 1.00 1.00 X X 0 0 0 YASAMIN AL-ASKARI TRUSTEE 1.00 2.00 X 0 0 0 GARRETT ERDLE TRUSTEE 1.00 2.00 X 0 0 0 BARBARA GAY TRUSTEE 1.00 1.00 X 0 0 0 LISA GIESLER 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 TAMMY MANN TRUSTEE 1.00 1.00 X 0 0 0 MARGARITA MUZZALL TRUSTEE 1.00 1.00 X 0 0 0 DR ANTHONY J TAMBASCO TRUSTEE 1.00 2.00 X 0 0 0 JOHN M WEAVER TRUSTEE 1.00 2.00 X 0 0 0 MARK MELLOT TRUSTEE (UNTIL 12/24) 1.00 0.00 X 0 0 0 4579196 273951 992121 98 0 1 0 FERRUFINO CONSTRUCTION LLC 7809 DEN MEADE AVE FORT WASHINGTON MD 20744 GENERAL BUILDING CONTRACTOR 1793493 TREADSTONE LLC 2060 CENTER BROOK SQUARE STERLING VA 20165 GENERAL BUILDING CONTRACTOR 1551137 PROKITCHEN&BATH 4720 BOSTON WAY STE M-N LANHAM MD 20706 GENERAL BUILDING CONTRACTOR 1482161 DELL MARKETING LP PO BOX 643561 PITTSBURGH PA 15264 COMPUTER SOFTWARE AND HARDWARE 1091043 HDG HARTMAN DESIGN GROUP INC 111 ROCKVILLE PILE SUITE 425 ROCKVILLE MD 20850 GENERAL BUILDING CONTRACTOR 858620 72 467428 1024561 17550 1491989 MONTHLY FEES 623000 57993102 57993102 HEALTH CARE SERVICES 623000 32336002 32336002 ENTRANCE FEES EARNED 623000 22198300 22198300 BEAUTY SHOP REVENUE 623000 479422 479422 CAFE/BISTRO 623000 314837 314837 575575 135098 440477 113897238 4422773 1839 4420934 9736 9736 0 26836040 23430372 3405668 3405668 5 3405663 69524 44541 24983 24983 123242651 112977339 1844 8771479 929782 929782 4732371 4732371 52638382 47963743 4674639 2842088 2304041 538047 4635942 4124864 511078 4143124 3566195 576929 187905 187905 175784 175784 194769 194769 4024207 4024207 2090564 2090564 853648 853648 28594 28594 3734504 3734504 108770 77339 31431 163066 101226 61840 5484762 5484762 19508146 19508146 1182542 1182542 FOOD SERVICE EXPENSES 5398813 5398813 EQUIPMENT RENTAL & MAIN 5391688 3133758 2257930 DRUGS & MEDICAL SUPPLIE 2218959 2218959 LAUNDRY & UNIFORMS 232996 232996 120901406 103685577 17215829 0 7696415 6456915 6760819 10340917 214037 343898 2025643 3375013 408089384 213606810 193237619 194482574 137495182 151825330 59043837 62654834 46688839 50485687 453162391 479965168 13817336 14821681 173687716 184215868 31046572 26926463 1311155 2322936 121586199 125364958 4404291 3881431 345853269 357533337 X 107285015 122407724 24107 24107 107309122 122431831 453162391 479965168 X 2341245 11763096 1018368 X 0 1 X 1 0 X 2591288 11309862 485326 557335 1491989 16435800 89713875 95380680 99374604 104858749 113046863 502374771 811887 1054177 1073054 999986 919899 4859003 93117050 107744719 100932984 106416070 115458751 523669574 0 0 0 523669574 2246716 1374323 2824934 3834001 4430670 14710644 2246716 1374323 2824934 3834001 4430670 14710644 95363766 109119042 103757918 110250071 119889421 538380218 0.97270 0.97410 0.02730 0.02590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3590852 3590852 375196342 193510042 181686300 29030508 20096768 8933740 271682 271682 194482574 PARTNERSHIPS 56087568 F FAIR VALUE INTEREST RATE SWAP 4971546 F CASH & CASH EQUIVALENTS 1595720 F 62654834 INVESTMENT IN AFFILIATE 42955896 DUE FROM AFFILIATES 7529465 ASSETS LIMITED AS TO USE 326 50485687 DUE TO AFFILIATES 3671024 ASSET RETIREMENT OBLIGATION 210407 3881431 X PART IV, LINE 2B: RESERVATION DEPOSITS RECEIVED FROM PROSPECTIVE RESIDENTS ARE FULLY REFUNDABLE UNTIL THEY SIGN A RESIDENT AGREEMENT, AT WHICH TIME THE DEPOSITS ARE APPLIED TOWARD THE RESIDENTS' ENTRANCE FEES. 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 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS IN FOREIGN REGION THROUGH A DOMESTIC PASS-THROUGH ENTITY 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 GOODWIN HOUSE FOUNDATION 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 541549749 501(C)(3) 912232 17550 FMV DONATED VEHICLES FOUNDATION SUPPORT 1 0 PART I, LINE 2: MONITORING OF THE USE OF GRANT FUNDS FROM GOODWIN HOUSE INCORPORATED TO GOODWIN HOUSE FOUNDATION, A RELATED ORGANIZATION, IS PERFORMED BY THEIR SHARED BOARD MEMBERS AND SHARED MANAGEMENT. X X X X X 1 1 0 1 0 1 0 1 0 ROBERT A LIEBREICH PRESIDENT AND CEO 513274 0 142500 0 23000 0 45904 0 46000 0 770678 0 0 0 TIMOTHY SMITH CHIEF FINANCIAL OFFICER 361859 0 53698 0 13000 0 29089 0 57309 0 514955 0 0 0 LINDALYN L HUTTER CHIEF MARKETING & STRATEGY 339094 0 48548 0 23000 0 27135 0 57994 0 495771 0 0 0 CHANDRA KUMAR CHIEF OPERATING OFFICER 324182 0 54284 0 13000 0 26493 0 65031 0 482990 0 0 0 FRANCES CASEY DIRECTOR OF HUMAN RESOURCES 266778 0 41244 0 10000 0 21562 0 62009 0 401593 0 0 0 ANDREW SIEGEL CHIEF BUSINESS DEVELOPMENT OFFICER 271156 0 41025 0 10000 0 21853 0 25006 0 369040 0 0 0 VALERIE L BURKE CHIEF PHILANTHROPY OFFICER 0 226814 0 37137 0 10000 0 18477 0 53632 0 346060 0 0 SUSAN DOLTON DIRECTOR OF SALES 268295 0 17615 0 0 0 20014 0 39256 0 345180 0 0 0 BARBARA D'AGOSTINO EXECUTIVE DIRECTOR-GHA 237161 0 24172 0 0 0 18293 0 45957 0 325583 0 0 0 MARGARET GLORIA HOSPICE MEDICAL DIRECTOR 240232 0 0 0 10000 0 16816 0 33606 0 300654 0 0 0 KAREN DOYLE ADMIN OF HEALTH SERVICES-GHBC 208774 0 20160 0 10000 0 16025 0 36200 0 291159 0 0 0 CATHERINE FARMER DIRECTOR OF CLINICAL SERVICES 200732 0 18853 0 0 0 15371 0 23106 0 258062 0 0 0 REBECCA DUAN ASSISTANT SECRETARY/CONTROLLER 185361 0 18183 0 0 0 14248 0 34672 0 252464 0 0 0 JUSTIN CARWILE EXECUTIVE DIRECTOR-GHBC (UNTIL 09/25 177852 0 0 0 23769 0 14113 0 17196 0 232930 0 0 0 BRITTANY DISCIULLO VICE PRESIDENT OF HUMAN RESOURCES 168128 0 17929 0 0 0 13024 0 30591 0 229672 0 0 0 HOLLY HANISIAN CHIEF OF STAFF 149041 0 23297 0 10000 0 12064 0 34075 0 228477 0 0 0 PART I, LINES 4A-B 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 THE ORGANIZATION MADE A SEVERANCE PAYMENT IN THE AMOUNT OF $23,769 TO JUSTIN CARWILE DURING CALENDAR YEAR 2024 FOLLOWING THE EMPLOYEE'S SEPARATION FROM SERVICE. 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 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. A FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY 911910090 303826AS0 2016-09-28 133231887 REFINANCE OF OLD DEBT FOR CONSTRUCTION AND RENOVATION AT GHBC 0 0 0 A 40425424 65880000 133231887 1444815 131787072 2017 1 1 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 1 TRUIST BANK 6.000000000000 1 0 0 0 1 A 1 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 SERVES AS THE COMMON PAYMASTER FOR A NUMBER OF RELATED ORGANIZATIONS. SALARIES AND BENEFITS ARE REIMBURSED BY THE RELATED ORGANIZATIONS TO THE FILING ORGANIZATION. 1627 TOTAL EMPLOYEES ARE REPORTED IN THE 2024 FORM W-3 FILED BY GOODWIN HOUSE INCORPORATED, WHICH IS THE TOTAL EMPLOYEES FOR THE FILING ORGANIZATION AND ALL RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR OF THE BOARD, THE VICE CHAIR OF THE BOARD, THE CHAIRS OF THE STANDING COMMITTEES AND NOT LESS THAN ONE OR MORE THAN FOUR ADDITIONAL TRUSTEES APPOINTED BY THE BOARD CHAIR. DURING INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL OF THE POWERS OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, EXCEPT TO APPROVE AN AMENDMENT OF THE ARTICLES OF INCORPORATION. 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 B, LINE 15 THE ORGANIZATION 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. 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 1,018,368. 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 1 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 1 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 1 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 1 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 1 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 1 GOODWIN HOUSE COMMUNITY SERVICES 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 542005465 MGMT SERVICES TO A NON-PROFIT RETIREMENT COMMUNITY VA GOODWIN HOUSE INCORPORATED C -28199 59146 1.00000 1 0 1 1 0 1 0 0 0 0 0 0 1 1 1 1 1 1 1 0 GOODWIN HOUSE DEVELOPMENT CORPORATION E -3472455 FMV GOODWIN HOUSE DEVELOPMENT CORPORATION R 2000000 FMV GOODWIN HOUSE FOUNDATION B 929782 FMV GOODWIN HOUSE FOUNDATION R 347440 FMV GOODWIN HOUSE FOUNDATION C 467428 FMV GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES L 989067 FMV THE VIEW AT GOODWIN LIVING LLC L 6021996 FMV