2026-08-12T14:11:50-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2025-01-01 530207036 THE METHODIST HOME OF THE DISTRICT OF COLUMBIA METH 2029667623 4901 CONNECTICUT AVENUE NW WASHINGTON DC 20008 TIMOTHY SMITH CHIEF FINANCIAL OFFICER 2029667623 2026-08-11 1 KATARZYNA O PADZIK P02268641 7819821001 2026-08-11 2025 2025-03-06 01:10:19Z FOREST HILLS OF DC ROBERT A LIEBREICH 4901 CONNECTICUT AVENUE NW WASHINGTON DC 20008 13165082 0 X WWW.FORESTHILLSDC.ORG X 1889 DC CONTINUALLY GROW AS A SUPPORTIVE COMMUNITY THAT INSPIRES & ENGAGES SENIORS & THEIR CAREGIVERS. 14 14 0 25 0 0 600055 17896 14031286 11196010 -971895 596622 259179 411750 13918625 12222278 0 0 0 0 8044801 6124276 0 0 0 12257178 6153129 20301979 12277405 -6383354 -55127 20537848 37356806 13600595 12427320 6937253 24929486 TO PROVIDE QUALITY CARE AND SERVICES FOR SENIORS AND THEIR FAMILIES IN THE GREATER WASHINGTON DC AREA. 0 0 8913983 0 11196010 TO PROVIDE LONG-TERM HEALTH CARE SERVICES TO ITS RESIDENTS WHO ARE RETIRED, AGED, OR REQUIRED REHABILITATION OR POST ACUTE CARE. THE HOME IS LICENSED FOR 120 RESIDENTS. 8913983 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 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 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TIMOTHY SMITH 7038241355 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 X ROBERT A LIEBREICH GHI PRESIDENT AND CEO 1.00 39.00 X 0 0 0 TINA SANDRI PRESIDENT 40.00 0.00 X 0 0 0 CRYSTAL SCOTT ADMINISTRATOR 40.00 0.00 X 0 0 0 SCOTT TAYLOR CHIEF FINANCIAL OFFICER (UNTIL 7/25) 40.00 0.00 X 0 0 0 TIMOTHY SMITH GHI CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 0 0 CHANDRA KUMAR CHIEF OPERATING OFFICER 1.00 39.00 X 0 0 0 ANDREW SIEGAL CHIEF BUSINESS DEVELOPMENT 1.00 39.00 X 0 0 0 REBECCA DUAN CONTROLLER 1.00 39.00 X 0 0 0 HOLLY HANISIAN CHIEF OF STAFF 1.00 39.00 X 0 0 0 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 RICHARD ARROWSMITH TRUSTEE (UNTIL 3/25) 1.00 0.00 X 0 0 0 SUSAN AXLEROAD TRUSTEE (UNTIL 3/25) 1.00 0.00 X 0 0 0 LYN BENTLEY TRUSTEE (UNTIL 3/25) 1.00 0.00 X 0 0 0 ERIC COLBERT TRUSTEE (UNTIL 3/25) 1.00 0.00 X 0 0 0 VINCENT G DESIDERIO JR MD TRUSTEE (UNTIL 3/25) 1.00 0.00 X 0 0 0 JULIE EDWARDS TRUSTEE (UNTIL 3/25) 1.00 0.00 X 0 0 0 ISABELLA FIRTH-SHYCOFF TRUSTEE (UNTIL 3/25) 1.00 0.00 X 0 0 0 RON GLADNEY TRUSTEE (UNTIL 3/25) 1.00 0.00 X 0 0 0 EDWARD MOPSIK MD TRUSTEE (UNTIL 3/25) 1.00 0.00 X 0 0 0 TIM SANDERS TRUSTEE (UNTIL 3/25) 1.00 0.00 X 0 0 0 HENRY SLAUSON TRUSTEE (UNTIL 3/25) 1.00 0.00 X 0 0 0 0 0 0 17896 17896 RESIDENT SERVICE 623000 11196010 11196010 11196010 388933 388933 9600 3000 6600 6600 6600 1147493 939804 207689 207689 207689 COMMUNITY FEES 900099 50000 50000 BEAUTY/BARBER SHOP 812900 9794 9794 345356 345356 405150 12222278 11196010 0 1008372 X 5178381 4433699 744682 106586 91258 15328 412972 353584 59388 426337 362749 63588 103943 103943 60000 60000 1380 1380 24257 24257 2729253 1940859 788394 93262 93262 232033 136295 95738 81876 81876 562094 385782 176312 18432 18432 430255 606 429649 440414 440414 217174 217174 REPAIRS & MAINTENANCE 352175 335841 16334 MEDICAL SUPPLIES/DRUGS 342170 341254 916 PROVIDER TAX 300939 300939 OTHER RESIDENT EXPENSES 47996 47996 115476 89859 25617 12277405 8913983 3363422 0 51239 312219 211819 479327 820105 254890 90890 90890 96071 126661 45345217 20913693 7596274 24431524 9044230 8655964 637543 617559 1989677 2387772 20537848 37356806 1909782 1513629 11418348 10538545 272465 375146 13600595 12427320 X 4554189 22368483 2383064 2561003 6937253 24929486 20537848 37356806 X -55127 343651 17703709 X 0 1 X 1 0 X 177606 140859 1579743 600055 17896 2516159 15055901 14866274 14433202 14031286 11196010 69582673 15233507 15007133 16012945 14631341 11213906 72098832 2305 3200 5505 738303 1279713 232228 2250244 738303 1279713 2305 3200 232228 2255749 69843083 349393 385526 614341 429097 398533 2176890 349393 385526 614341 429097 398533 2176890 22665 41593 134636 250924 405150 854968 15605565 15434252 16761922 15311362 12017589 75130690 0.92960 0.93710 0.02900 0.02630 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: TRUST DISTRIBUTIONS - 2023 AMOUNT: $ 70,441. 2024 AMOUNT: $ 24,460. COMMUNITY FEES - 2021 AMOUNT: $ 15,000. 2022 AMOUNT: $ 37,500. 2023 AMOUNT: $ 44,414. 2024 AMOUNT: $ 40,000. 2025 AMOUNT: $ 50,000. BEAUTY/BARBER SHOP - 2021 AMOUNT: $ 4,519. 2022 AMOUNT: $ 2,818. 2023 AMOUNT: $ 14,488. 2024 AMOUNT: $ 9,624. 2025 AMOUNT: $ 9,794. OTHER INCOME - 2021 AMOUNT: $ 1,410. 2022 AMOUNT: $ 1,275. 2023 AMOUNT: $ 5,293. 2024 AMOUNT: $ 75,340. 2025 AMOUNT: $ 345,356. MEALS-STAFF - 2021 AMOUNT: $ 1,736. FOREST SIDE BUILDING STIPEND - 2024 AMOUNT: $ 101,500. PART III, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED ITS TAX YEAR FROM DECEMBER 31 TO SEPTEMBER 30 AND IS THEREFORE SUBMITTING A SHORT PERIOD FORM 990 TO REFLECT THE CHANGE. THE COLUMN FOR 2025 ON SCHEDULE A, PART II REFLECTS THE SHORT PERIOD FROM JANUARY 1, 2025 THROUGH SEPTEMBER 30, 2025, WHILE THE PREVIOUS PERIODS REFLECT FULL CALENDAR YEARS PRIOR TO JANUARY 1, 2025. 0 0 0 0 0 0 0 0 1 1380 1380 0 PART II-B, LINE 1: A PORTION OF THE DUES PAID TO THE DISTRICT OF COLUMBIA HEALTH CARE ASSOCIATION AND THE AMERICAN COLLEGE OF HEALTH CARE ADMINISTRATORS IS CONSIDERED LOBBYING EXPENSE. 3080968 164658 3245626 2871903 209065 3080968 2605450 266453 2871903 2930194 -324744 2605450 2605872 324322 2930194 0.86408 0.13592 0.00000 0 0 16900000 16900000 24860898 17743826 7117072 3531846 3117394 414452 52473 52473 0 24431524 BENEFICIAL INTEREST IN PERPETUAL TRUST 1858832 DUE FROM AFFILIATE 286843 RIGHT-OF-USE FINANCE LEASE 204753 FUNDS HELD FOR OTHERS 20754 OTHER ASSETS 16590 2387772 OBLIGATION UNDER CAPITAL LEASE 213699 DUE TO AFFILIATE 161447 375146 X 12707992 343651 163320 506971 12201021 24257 -3000 21257 12222278 11668750 -584398 -584398 12253148 24257 24257 12277405 PART X, LINE 2: THE HOME IS A NONPROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM INCOME TAXES ON RELATED ACTIVITIES PURSUANT TO SECTION 509(A) OF THE IRC. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR THE PERIOD ENDED SEPTEMBER 30, 2025. THE HOME FOLLOWS THE GUIDANCE IN THE INCOME TAX ACCOUNTING STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, IF ANY. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE HOME'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PRESENT VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 163,320. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT RENTAL EXPENSES -3,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT RENTAL EXPENSES 3,000. CREDIT LOSS RECOVERY -587,398. A DISTRICT OF COLUMBIA 536001131 25483VPQ1 2015-06-26 25262139 REFUNDING PRIOR ISSUES - 1999 AND 2009 0 0 0 A 7222139 7245000 25262139 25262139 2015 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 1 TRANSAMERICA ASSET 28.000000000000 1 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: DISTRICT OF COLUMBIA DATE THE REBATE COMPUTATION WAS PERFORMED: 06/26/2022 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 A, LINE 4 THE ORGANIZATION ENTERED INTO AN AFFILIATION AGREEMENT WITH GOODWIN HOUSE INCORPORATED AND ITS AFFILIATES ON MARCH 4, 2025 AND AMENDED ITS ARTICLES OF INCORPORATION AND BYLAWS EFFECTIVE FEBRUARY 10, 2025. SIGNIFICANT CHANGES TO THE GOVERNING DOCUMENTS INCLUDE THE FOLLOWING CHANGES: - THE NUMBER AND COMPOSITION OF TRUSTEES WAS CHANGED TO REPLACE THE PREVIOUS BOARD OF TRUSTEES WITH THE BOARD OF TRUSTEES OF GOODWIN HOUSE INCORPORATED. - THE DUTIES OF THE BOARD OF TRUSTEES AND THE COMPOSITION AND AUTHORITY OF THE EXECUTIVE COMMITTEE WERE CHANGED TO BE CONSISTENT WITH THE BYLAWS OF GOODWIN HOUSE INCORPORATED. - THE CONFLICT OF INTEREST POLICY OF GOODWIN HOUSE INCORPORATED WAS ADOPTED. - THE DISSOLUTION PROVISIONS WERE CHANGED SO THAT UPON DISSOLUTION, THE ORGANIZATION SHALL TRANSFER ALL REMAINING ASSETS TO GOODWIN HOUSE INCORPORATED OR ITS SUCCESSOR. 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. FORM 990, PART IX, LINE 11G DIETARY PROVIDER: PROGRAM SERVICE EXPENSES 926,577. MANAGEMENT AND GENERAL EXPENSES 2,760. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 929,337. REHABILITATION THERAPY: PROGRAM SERVICE EXPENSES 794,544. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 794,544. SECURITY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 173,905. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 173,905. AGENCY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,654. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,654. CONSULTING: PROGRAM SERVICE EXPENSES 219,738. MANAGEMENT AND GENERAL EXPENSES 589,075. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 808,813. FORM 990, PART XI, LINE 9: CHANGE IN PRESENT VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 163,320. ADJUSTMENTS TO FAIR VALUE OF ACQUIRED NET ASSETS 16,952,991. CREDIT LOSS RECOVERY 587,398. 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 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 GOODWIN HOUSE COMMUNITY SERVICES 4800 FILLMORE AVENUE ALEXANDRIA VA 22311 542005465 MGMT SERVICES TO A NON-PROFIT RETIREMENT COMMUNITY 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