2026-08-12T14:06:42-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-10-01 843252431 GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES 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 ROBERT A LIEBREICH 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 8281341 0 X WWW.GOODWINLIVING.ORG X 2019 VA TO PROVIDE REHABILITATIVE, RESTORATIVE, ADVANCED ILLNESS CARE, AND OTHER HEALTH CARE SERVICES TO BOTH OLDER ADULTS AND TO OTHERS WITHIN THE SERVICE AREA OF GOODWIN HOUSE INCORPORATED, IN ORDER TO PROMOTE THE HEALTH AND WELFARE OF PERSONS IN NEED OF THOSE SERVICES. 4 1 177 1 0 0 0 0 7091210 8281341 0 0 45003 0 7136213 8281341 0 0 0 0 5666731 6171704 0 0 0 1741236 1967065 7407967 8138769 -271754 142572 1035784 1651680 520724 994048 515060 657632 X GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES (GHHCBS) WAS FORMED FOR THE PURPOSE OF DEVELOPING, ACQUIRING, OWNING, OPERATING AND MAINTAINING BUSINESSES PROVIDING REHABILITATIVE, RESTORATIVE, ADVANCED ILLNESS CARE, AND OTHER HEALTH CARE SERVICES (CONTINUED ON SCHEDULE O) TO BOTH OLDER ADULTS TO OTHERS WITHIN THE SERVICE AREA OF GOODWIN HOUSE INCORPORATED, IN ORDER TO PROMOTE THE HEALTH AND WELFARE OF PERSONS IN NEED OF THOSE SERVICES. 0 0 7858938 0 8281341 GOODWIN HOUSE HOME AND COMMUNITY BASED SERVICES (GHHCBS) WAS FORMED ON SEPTEMBER 18, 2019 AS A NONPROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF VIRGINIA. GHHCBS WAS FORMED TO FURTHER THE EXEMPT MISSION OF ITS SUPPORTED ORGANIZATION, GOODWIN HOUSE INCORPORATED (GHI), BY HOUSING IN A NEW SUBSIDIARY ORGANIZATION CERTAIN HEALTH AND CARE SERVICES THAT BROADEN AND EXTEND THE SERVICES MORE TRADITIONALLY OFFERED IN CONTINUING CARE RETIREMENT COMMUNITIES, ALSO CALLED LIFE PLAN COMMUNITIES. THESE SUPPORT SERVICES ARE ENVISIONED TO INCLUDE HOME HEALTH SERVICES, AND OTHER CLINICAL SERVICES.(CONTINUED ON SCHEDULE O)ON JANUARY 2, 2020, GHHCBS ENTERED INTO AN AGREEMENT WITH THE TEMPLE FOUNDATION, INC. (ANOTHER 501(C)(3) CHARITABLE ORGANIZATION) UNDER WHICH THE HOME HEALTH SERVICES THEY OWNED AND OPERATED (KNOWN AS THE VIRGINIAN) WERE CONVEYED TO GHHCBS TOGETHER WITH A CASH PAYMENT TO FUND THE EXPENSES AND SUPPORT THE GROWTH OF THE HOME HEALTH OPERATIONS. THE HOME HEALTH BUSINESS FURTHERS THE ORGANIZATION'S EXEMPT PURPOSE BY MEETING THE HOME HEALTH NEEDS OF THE RESIDENTS OF GHI'S CONTINUING CARE RETIREMENT COMMUNITIES, AND ADDITIONAL INDIVIDUALS WITHIN THE ORGANIZATION'S SERVICE AREA HAVING NEED OF THOSE SERVICES. 7858938 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 0 177 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 1 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 CHAIR, PRESIDENT AND CEO 1.00 39.00 X X 0 678774 91904 TIMOTHY SMITH CHIEF FINANCIAL OFFICER 1.00 39.00 X X 0 428557 86398 HOLLY HANISIAN ASSISTANT SECRETARY/CHIEF OF STAFF 1.00 39.00 X X 0 182338 46139 LISA GIESLER CHAIR (UNTIL 12/2024) 1.00 2.00 X X 0 0 0 KATIE HORTON VICE CHAIR (UNTIL 12/2024) 1.00 3.00 X X 0 0 0 BEN MARCANTONIO BOARD MEMBER 1.00 3.00 X 0 0 0 CHANDRA KUMAR CHIEF OPERATING OFFICER 1.00 39.00 X 0 391466 91524 ANDREW SIEGEL ASSISTANT SECRETARY/CHIEF BUSINESS DEVELOPMENT OFF 1.00 39.00 X 0 322181 46859 REBECCA DUAN ASSISTANT TREASURER/CONTROLLER 1.00 39.00 X 0 203545 48920 MELINDA GREN VP OF PERFORMANCE AND OPERATIONS 40.00 0.00 X 198135 0 42389 KERRI MAI HOME HEALTH ADMIN 40.00 0.00 X 132335 0 20653 LIA POYNOR DIRECTOR OF THERAPY AND WELLNESS GLH 40.00 0.00 X 116059 0 19547 KANG TZU LEE DIRECTOR OF REHABILITATION 40.00 0.00 X 107223 0 43177 WILBERT AGUILA PHYSICAL THERAPIST 40.00 0.00 X 103293 0 23357 657045 2206861 560867 5 0 1 0 ACUCARE HEALTH STRATEGIES INC 4000 LEGATO RD SUITE 1100 FAIRFAX VA 22033 HOME HEALTH AND HOSPICE CONSULTING 226391 MEDREHAB POST-ACUTE COLLECTIVE LLC 10400 W HIGGINS RD STE 300 ROSEMONT IL 60018 REHABILITATION AND THERAPY MANAGEMENT SE 220320 2 HEALTHCARE SERVICES 623000 8281341 8281341 8281341 8281341 8281341 0 0 249000 249000 4974082 4971487 2595 241037 231737 9300 328213 328213 379372 365573 13799 605518 601919 3599 18612 18612 881422 881422 1521 1521 23674 23674 11867 11867 PRINTING & PUBLICATIONS 167620 167620 EQUIPMENT RENTAL & MAIN 106364 106364 BAD DEBTS 65000 65000 DRUGS & MEDICAL SUPPLIE 58444 58444 27023 25485 1538 8138769 7858938 279831 0 297877 279457 560912 1191585 74149 119530 79385 6401 40145 170594 66344 1035784 1651680 520724 994048 520724 994048 X 515060 657632 515060 657632 1035784 1651680 142572 0 X 0 1 X 1 0 X X X 1 GOODWIN HOUSE INCORPORATED 540623670 10 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 119530 79385 40145 40145 DUE TO AFFILIATES 994048 994048 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 CHAIR, 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 SIEGEL ASSISTANT SECRETARY/CHIEF BUSINESS D 0 271156 0 41025 0 10000 0 21853 0 25006 0 369040 0 0 REBECCA DUAN ASSISTANT TREASURER/CONTROLLER 0 185362 0 18183 0 0 0 14248 0 34672 0 252465 0 0 MELINDA GREN VP OF PERFORMANCE AND OPERATIONS 170540 0 17595 0 10000 0 13169 0 29220 0 240524 0 0 0 HOLLY HANISIAN ASSISTANT SECRETARY/CHIEF OF STAFF 0 149041 0 23297 0 10000 0 12064 0 34075 0 228477 0 0 KERRI MAI HOME HEALTH ADMIN 124997 0 7338 0 0 0 9263 0 11390 0 152988 0 0 0 KANG TZU LEE DIRECTOR OF REHABILITATION 104901 0 2322 0 0 0 7506 0 35671 0 150400 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 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 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 AND FILES ITS FINANCIAL STATEMENTS QUARTERLY ON THE EMMA (ELECTRONIC MUNICIPAL MARKET ACCESS) WEBSITE. 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 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 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0