GOODWIN HOUSE INCORPORATED: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GOODWIN HOUSE INCORPORATED (EIN 54-0623670)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-02-13
- IRS object ID
- 201510449349301801
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-13T12:32:35-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540623670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN HOUSE INCORPORATED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 7035781000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 FILLMORE AVENUE | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22311 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD T CARTER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7035781000 | PhoneNum |
| Signature | 2015-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNADETTE O'TOOLE CPA | PreparerPersonNm |
| PTIN | P00229258 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN ANDERSON CEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 FILLMORE AVENUE | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22311 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $74,749,659 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GOODWINHOUSE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 907 | TotalEmployeeCnt |
| Total Volunteers | 1086 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,328,333 | PYContributionsGrantsAmt |
| CY Contributions Grants | $898,751 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $61,821,722 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $66,576,440 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,220,107 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,220,028 | CYInvestmentIncomeAmt |
| PY Other Revenue | $31,425 | PYOtherRevenueAmt |
| CY Other Revenue | $32,275 | CYOtherRevenueAmt |
| PY Total Revenue | $68,401,587 | PYTotalRevenueAmt |
| CY Total Revenue | $74,727,494 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,447,298 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,725,002 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,699,503 | PYOtherExpensesAmt |
| CY Other Expenses | $35,249,354 | CYOtherExpensesAmt |
| PY Total Expenses | $64,146,801 | PYTotalExpensesAmt |
| CY Total Expenses | $65,974,356 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,254,786 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,753,138 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $323,535,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $331,434,995 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $315,031,077 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $313,296,223 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,504,514 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,138,772 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $61,107,478 | ExpenseAmt |
| Revenue | $66,581,521 | RevenueAmt |
| Desc | 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 2014, GHI SERVED MORE THAN 1,000 OLDER ADULTS RANGING FROM 60 TO 103 YEARS OF AGE.THE CCRC CONTINUUM IS PROVIDED AT GOODWIN HOUSE ALEXANDRIA AND GOODWIN HOUSE BAILEY'S CROSSROADS THROUGH RESIDENTIAL LIVING (583APARTMENTS), ASSISTED LIVING (84 APARTMENTS), MEMORY SUPPORT HOUSEHOLDS FOR RESIDENTS WITH DEMENTIA AND ALZHEIMER'S DISEASE (28 DWELLINGS), AND NURSING AND REHABILITATIVE CARE (137 PERSON CAPACITY). A SIGNIFICANT EXPANSION AT GOODWIN HOUSE BAILEY'S CROSSROADS WAS COMPLETED IN 2010, INCLUDING A NEW HEALTH, WELLNESS, AND MEMORY SUPPORT CENTER AND 106 NEW RESIDENTIAL LIVING APARTMENT RESIDENCES.GHI CELEBRATED ITS 59TH ANNIVERSARY AS A NON-PROFIT CORPORATION IN FISCAL YEAR 2014. GOODWIN HOUSE ALEXANDRIA HAS BEEN IN SERVICE TO OLDER ADULTS FOR 47 YEARS AND GOODWIN HOUSE BAILEY'S CROSSROADS FOR 27 YEARS. BOTH COMMUNITIES HAVE ACHIEVED FULL FIVE-YEAR RE-ACCREDITATION BY THE NATIONAL ACCREDITATION BODY, CCAC-CARF, THE CONTINUING CARE ACCREDITATION COMMISSION. GHI AND EACH OF ITS SUBSIDIARY CORPORATIONS IS 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 PROVIDED BY THE GOODWIN HOUSE HOME CARE TEAM. APPROXIMATELY 90,644 HOURS OF SERVICE WERE PROVIDED IN FISCAL YEAR 2014 BY 30 FULL-TIME AND 16 PART-TIME CERTIFIED NURSING ASSISTANTS. VALET LAUNDRY SERVICES WERE PROVIDED BY 2 FULL-TIME HOMEMAKERS. GOODWIN HOUSE PALLIATIVE CARE AND HOSPICE PROVIDES COMPASSIONATE AND PALLIATIVE CARE TO RESIDENTS 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 RESIDENTS ARE SUPPORTED DURING AND AFTER THE DEATH OF THEIR LOVED ONES. GOODWIN HOUSE HOSPICE PROVIDED 3,574 HOSPICE SERVICE DAYS TO 87 RESIDENTS IN FISCAL YEAR 2014 AND ADDITIONALLY PROVIDED INFORMATION AND SUPPORT TO 31 FAMILIES OF NON-HOSPICE RESIDENTS. GOODWIN HOUSE PALLIATIVE CARE AND HOSPICE HAS SERVED 728 RESIDENTS IN 16 YEARS OF SERVICE. GOODWIN HOUSE SERVICES TO THE COMMUNITY: IN FISCAL YEAR 2014, GHI SERVED AN ADDITIONAL 168 OLDER ADULTS THROUGH GOODWIN HOUSE COMMUNITY SERVICES, A SUBSIDIARY CORPORATION WHICH PROVIDES MANAGEMENT SERVICES TO A SISTER NON-PROFIT CORPORATION THAT PROVIDES HOUSING TO LOW 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. ALSO IN FISCAL YEAR 2014, THE NEW GOODWIN HOUSE AT HOME PROGRAM RECEIVED APPROVAL BY THE VIRGINIA STATE CORPORATION COMMISSION AS A COMMUNITY-BASED CONTINUING CARE PROGRAM. THIS PROGRAM WILL SERVE SENIORS IN THEIR OWN HOMES AND WAS INTRODUCED IN NORTHERN VIRGINIA IN SUMMER 2014, BUT WILL NOT HAVE REVENUE UNTIL FISCAL YEAR 2015. CLINICAL PASTORAL EDUCATION: GHI EXTENDS ITS CHARITABLE PURPOSE THROUGH ITS NATIONALLY ACCREDITED CLINICAL PASTORAL EDUCATION (CPE) PROGRAM, WHICH IN 16 YEARS HAS TRAINED MORE THAN 210 STUDENTS FROM ACROSS THE U.S. AND OVERSEAS IN PASTORAL CARE WITH OLDER ADULTS. THE GOODWIN HOUSE CPE PROGRAM TRAINS STUDENTS FROM A VARIETY OF REGIONAL THEOLOGICAL SEMINARIES AND TRAINS THE CHAPLAINS FROM A REGIONAL NONPROFIT HOSPICE. 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 PALLIATIVE CARE AND HOSPICE PROGRAM. | Desc |
| Total Program Service Expenses | $61,107,478 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 136 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 907 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD T CARTER CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038241355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 FILLMORE AVENUE | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22311 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DONALD R CALLOWAY JR | |||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY L HIX | |||||||||
| VICE CHAIR/TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MELINDA BASKIN HUDSON | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR CYRILLENE CLARK | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID CLARKE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR NANCY RANDOLPH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| S WESLEY TEAGUE III | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET S HANSEN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REV CANON ROSEMARI SULLIVAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ROBERT WALLACE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA WILCOX | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH K FORBES | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM REGNELL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES H BUZZ SMITH | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS C WEST | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN S ANDERSON | |||||||||
| PRESIDENT/CEO | 40.00 | 2.00 | Yes (X) | $431,521 | $0 | $105,752 | |||
| RICHARD T CARTER | |||||||||
| ASSISTANT TREASURER/CFO | 40.00 | 2.00 | Yes (X) | $243,392 | $0 | $35,407 | |||
| LINDSAY ROBINSON | |||||||||
| ASST. SECRETARY/EXECU ASSIT | 1.00 | 0.00 | Yes (X) | $69,830 | $0 | $10,753 | |||
| JEAN W HIGGINS | |||||||||
| ASST. SECRETARY/CONTROLLER | 40.00 | 0.00 | Yes (X) | $108,404 | $0 | $13,873 | |||
| JEANNE JACOB | |||||||||
| EXECUTIVE DIRECTOR - GHF | 40.00 | 1.00 | $177,829 | $0 | $19,116 | Yes (X) | |||
| LINDA LATEANA | |||||||||
| EXECUTIVE DIRECTOR - GHBC | 40.00 | 0.00 | $190,296 | $0 | $19,748 | Yes (X) | |||
| HARRY W BALDWIN III | |||||||||
| EXEUCTIVE DIRECTOR - GHA | 40.00 | 0.00 | $185,078 | $0 | $19,236 | Yes (X) | |||
| COLLEEN RYAN MALLON | |||||||||
| DIRECTOR OF MARKETING | 40.00 | 0.00 | $237,078 | $0 | $23,343 | Yes (X) | |||
| FRANCES B CASEY | |||||||||
| DIRECTOR OF HR | 40.00 | 0.00 | $169,851 | $0 | $17,985 | Yes (X) | |||
| KAREN DOYLE | |||||||||
| DIRECTOR OF NURSING - GHBC | 40.00 | 0.00 | $128,483 | $0 | $15,378 | Yes (X) | |||
| JOANN GARCIA | |||||||||
| DIRECTOR OF NURSING - GHA | 40.00 | 0.00 | $136,831 | $0 | $15,745 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,078,593 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $296,336 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FINLEY CONSTRUCTION | |||||
| 7050 HONEY OAKS PL | TOBACCO | MD | 20677 | GENERAL BUILDING CONTRACTOR | $3,255,799 |
| MORRISON MANAGEMENT SPECIALISTS | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | MANAGEMENT OF FOOD | $1,748,627 |
| FLAGSHIP REHABILITATION SERVICES | |||||
| 175 BALTIMORE ST | CUMBERLAND | MD | 21502 | REHABILITATION SERVICES | $1,456,905 |
| CYPRESS CONTRACTING LLC | |||||
| 45975 NOKES BLVD 015 | STERLING | VA | 20166 | GENERAL BUILDING CONTRACTOR | $777,768 |
| OMNICARE INC | |||||
| DEPT 781668 BOX 7800 | DETROIT | MI | 482781668 | PHARMACY SERVICES | $724,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $878,950 | RelatedOrganizationsAmt |
| All Other Contributions | $19,801 | AllOtherContributionsAmt |
| Total Contributions | $898,751 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MONTHLY FEES | 623000 | $36,120,057 | $36,120,057 | |
| ENTRANCE FEES EARNED | 623000 | $19,440,994 | $19,440,994 | |
| HEALTH CARE SERVICES | 623000 | $9,652,420 | $9,652,420 | |
| BEAUTY SHOP REVENUE | 623000 | $499,525 | $499,525 | |
| RESIDENT & OTHER SERVICES | 623000 | $273,594 | $273,594 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $589,850 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $589,850 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $66,576,440 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,502,927 | TotalRevenueColumnAmt |
| Exclusion | $2,502,927 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,165 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,165 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,926,122 | SecuritiesAmt |
| Other | $1,790,979 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,926,122 | SecuritiesAmt |
| Other | $1,790,979 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,717,101 | TotalRevenueColumnAmt |
| Exclusion | $4,717,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $32,275 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,275 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,275 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,727,494 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,335,121 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,493,622 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,878 | TotalAmt |
| Management And General | $1,212,878 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,888,287 | TotalAmt |
| Program Services | $22,348,253 | ProgramServicesAmt |
| Management And General | $1,540,034 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,996 | TotalAmt |
| Program Services | $1,067,031 | ProgramServicesAmt |
| Management And General | $138,965 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,597,903 | TotalAmt |
| Program Services | $2,426,082 | ProgramServicesAmt |
| Management And General | $171,821 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,819,938 | TotalAmt |
| Program Services | $1,675,032 | ProgramServicesAmt |
| Management And General | $144,906 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,690,293 | TotalAmt |
| Program Services | $4,690,293 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,759 | TotalAmt |
| Management And General | $37,759 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,581 | TotalAmt |
| Management And General | $70,581 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,970 | TotalAmt |
| Management And General | $171,970 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,389,554 | TotalAmt |
| Program Services | $2,389,554 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,951 | TotalAmt |
| Management And General | $102,951 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,030,275 | TotalAmt |
| Program Services | $871,151 | ProgramServicesAmt |
| Management And General | $159,124 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,326 | TotalAmt |
| Program Services | $40,326 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,506,841 | TotalAmt |
| Program Services | $2,506,841 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,312 | TotalAmt |
| Program Services | $25,702 | ProgramServicesAmt |
| Management And General | $15,610 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,801 | TotalAmt |
| Program Services | $64,466 | ProgramServicesAmt |
| Management And General | $10,335 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,138,929 | TotalAmt |
| Program Services | $8,138,929 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,328,327 | TotalAmt |
| Program Services | $12,328,327 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,061 | TotalAmt |
| Management And General | $491,061 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIPMENT RENTAL/MAINTE | $1,584,781 | $1,165,480 | $419,301 |
| PHARMACY AND MEDICAL SU | $789,172 | $789,172 | |
| LAUNDRY & UNIFORMS | $119,986 | $119,986 | |
| APARTMENT RENOVATION | $114,965 | $114,965 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,470 | TotalAmt |
| Program Services | $345,888 | ProgramServicesAmt |
| Management And General | $179,582 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,974,356 | TotalAmt |
| Program Services | $61,107,478 | ProgramServicesAmt |
| Management And General | $4,866,878 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,857,290 | BOYAmt |
| EOY | $5,034,211 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,767,020 | BOYAmt |
| EOY | $2,987,656 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,713 | BOYAmt |
| EOY | $71,214 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,667 | BOYAmt |
| EOY | $934,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $281,073,345 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,170,061 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,200,757 | BOYAmt |
| EOY | $167,903,284 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,824,692 | BOYAmt |
| EOY | $77,049,090 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,930,571 | BOYAmt |
| EOY | $53,885,157 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,040,881 | BOYAmt |
| EOY | $23,570,339 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,535,591 | BOYAmt |
| EOY | $331,434,995 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,202,447 | BOYAmt |
| EOY | $10,593,899 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,211,367 | BOYAmt |
| EOY | $131,122,163 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,580,546 | BOYAmt |
| EOY | $165,312,079 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $836,764 | BOYAmt |
| EOY | $780,691 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,199,953 | BOYAmt |
| EOY | $5,487,391 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,031,077 | BOYAmt |
| EOY | $313,296,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,347,262 | BOYAmt |
| EOY | $17,966,803 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,252 | BOYAmt |
| EOY | $171,969 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,504,514 | BOYAmt |
| EOY | $18,138,772 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,535,591 | BOYAmt |
| EOY | $331,434,995 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,753,138 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $425,610 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $455,511 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $897,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,193,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,328,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $898,751 | CurrentTaxYearAmt |
| Total | $4,334,438 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,699,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,617,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,587,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,689,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,608,815 | CurrentTaxYearAmt |
| Total | $291,202,520 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,715,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,515,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,781,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,017,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,507,566 | CurrentTaxYearAmt |
| Total | $295,536,958 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $295,536,958 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,507,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,648,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,461,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,525,092 | CurrentTaxYearAmt |
| Total | $8,171,079 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,507,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,648,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,461,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,525,092 | CurrentTaxYearAmt |
| Total | $8,171,079 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $21,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,161,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,132,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,089,375 | CurrentTaxYearAmt |
| Total | $3,404,589 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,223,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,185,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,970,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,611,649 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,122,033 | CurrentTaxYearAmt |
| Total | $307,112,626 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96230 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96200 | PublicSupportPY509Pct |
| Investment Income CY | 0.02660 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02980 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2010 AMOUNT: $ 21,490. 2011 AMOUNT: $ 1,161,145. 2012 AMOUNT: $ 1,132,579. 2013 AMOUNT: $ 1,089,375. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,590,852 | OtherCostOrOtherBasisAmt |
| Book Value | $3,590,852 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $251,654,787 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,425,222 | DepreciationAmt |
| Book Value | $157,229,565 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,827,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,744,839 | DepreciationAmt |
| Book Value | $7,082,867 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $167,903,284 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH & CASH EQUIVALENTS | $35,250,078 | F |
| PARTNERSHIPS | $18,635,079 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $53,885,157 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $41,662 |
| ASSETS LIMITED AS TO USE | $16,114,015 |
| DEFERRED FINANCING COSTS | $2,274,703 |
| DEFERRED MARKETING COSTS | $703,557 |
| INVESTMENT IN AFFILIATE | $4,436,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $23,570,339 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATION | $210,407 |
| FAIR VALUE OF INTEREST RATE SWAP | $840,582 |
| DUE TO AFFILIATES | $4,436,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,487,391 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $75,630,780 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $425,610 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $477,676 | OtherRevenueAmt |
| Revenue Not Reported | $903,286 | RevenueNotReportedAmt |
| Revenue Subtotal | $74,727,494 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $74,727,494 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $65,996,522 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $22,165 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $22,165 | ExpensesNotReportedAmt |
| Expenses Subtotal | $65,974,357 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $65,974,357 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 AND THE FOUNDATION ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. 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 IMPACT ON THE CORPORATION'S FINANCIAL STATEMENTS. THE CORPORATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. NEITHER GHI NOR THE FOUNDATION ARE AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE, OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2011 TO 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE CORPORATION HAS IMPLEMENTED PROCESSES TO ENSURE CORPORATE COMPLIANCE WITH THE INTERNAL REVENUE SERVICE 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 BY THE BOARD COMPENSATION COMMITTEE OF EXECUTIVE TEAM COMPENSATION, 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 742,969. UNREALIZED LOSS -287,458. RENTAL EXPENSE 22,165. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 22,165. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN S ANDERSON | ||||||||||||||
| PRESIDENT/CEO | $324,021 | $0 | $90,000 | $0 | $17,500 | $0 | $95,982 | $0 | $9,770 | $0 | $537,273 | $0 | $37,473 | $0 |
| RICHARD T CARTER | ||||||||||||||
| ASSISTANT TREASURER/CFO | $205,421 | $0 | $20,600 | $0 | $17,371 | $0 | $27,821 | $0 | $7,586 | $0 | $278,799 | $0 | $0 | $0 |
| JEANNE JACOB | ||||||||||||||
| EXECUTIVE DIRECTOR - GHF | $158,320 | $0 | $16,009 | $0 | $3,500 | $0 | $12,203 | $0 | $6,913 | $0 | $196,945 | $0 | $0 | $0 |
| LINDA LATEANA | ||||||||||||||
| EXECUTIVE DIRECTOR - GHBC | $163,828 | $0 | $16,468 | $0 | $10,000 | $0 | $12,621 | $0 | $7,127 | $0 | $210,044 | $0 | $0 | $0 |
| HARRY W BALDWIN III | ||||||||||||||
| EXEUCTIVE DIRECTOR - GHA | $158,851 | $0 | $16,227 | $0 | $10,000 | $0 | $12,255 | $0 | $6,981 | $0 | $204,314 | $0 | $0 | $0 |
| COLLEEN RYAN MALLON | ||||||||||||||
| DIRECTOR OF MARKETING | $207,078 | $0 | $20,000 | $0 | $10,000 | $0 | $15,895 | $0 | $7,448 | $0 | $260,421 | $0 | $0 | $0 |
| FRANCES B CASEY | ||||||||||||||
| DIRECTOR OF HR | $145,718 | $0 | $14,133 | $0 | $10,000 | $0 | $11,190 | $0 | $6,795 | $0 | $187,836 | $0 | $0 | $0 |
| JOANN GARCIA | ||||||||||||||
| DIRECTOR OF NURSING - GHA | $136,831 | $0 | $0 | $0 | $0 | $0 | $9,578 | $0 | $6,167 | $0 | $152,576 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | KATHY ANDERSON RECEIVES DISTRIBUTIONS FROM THE 457(F) PLAN EACH YEAR, AMOUNT RECEIVED THIS YEAR IS $37,473. |
| PART I, LINE 5 | THE ORGANIZATION 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ALEXANDRIA INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| A | 521381432 | 015312DB4 | 2005-03-09 | $53,290,000 | CONSTRUCTION AND RENOVATION AT GHA | 0 | 0 | 0 |
| FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| B | 540787833 | 303826AN1 | 2007-05-31 | $145,526,692 | CONSTRUCTION AND RENOVATION AT GHBC | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $29,045,000 | $53,290,000 | $438,000 | $45,812,130 | $809,708 | $421,782 | $5,808,380 | 2006 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $6,711,692 | $153,617,456 | $9,246,897 | $11,003,755 | $2,772,698 | $122,503,342 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0.00730 | 0.00730 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLIED IRISH BANKS | ||||||||||
| A | Yes (1) | Yes (1) | Yes (1) | PLC NEW YORK | 10.600000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | ||||||||||
| B | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II, LINE 3 | GROSS PROCEEDS EQUALS THE AMOUNT OF ORIGINAL PROCEEDS FROM THE ISSUE PLUS INVESTMENT EARNINGS THROUGH THE DATE OF PROJECT COMPLETION. |
| SCHEDULE K, PART IV, LINE 4B | NAME OF PROVIDER: ALLIED IRISH BANKS, P.L.C., NEW YORK BRANCH |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | GHI BOARD OF TRUSTEES ELECTS ALL OF ITS OWN MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE JOINT AUDIT COMMITTEE AND THE GOVERNANCE COMMITTEE, A STANDING COMMITTEE OF THE BOARD OF TRUSTEES, COMPLETE IN JANUARY 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 AND GOVERNANCE COMMITTEES AND PRIOR TO FILING IN MID-FEBRUARY, THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO ALL BOARD MEMEBERS 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 B, LINE 15 | THE ORGANIZATION USES AN INDEPENDENT COMPENSATION CONSULTANT, COMPARATIVE COMPENSATION STUDIES, AND THE FORM 990 OF OTHER ORGANIZATIONS TO ESTABLISH COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. COMPENSATION IS APPROVED BY THE BOARD COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES. THE BOARD COMPENSATION COMMITTEE CONDUCTS ANNUAL REVIEW OF THE EXECUTIVE TEAM COMPENSATION AND THE FULL BOARD OF TRUSTEES CONDUCTS ANNUAL REVIEW OF THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT AND CEO. THIS PROCESS WAS LAST UNDERTAKEN TO ESTABLISH THE COMPENSATION FOR THE PRESIDENT AND CEO, CFO, EXECUTIVE DIRECTORS, CORPORATE DIRECTOR OF HUMAN RESOURCES AND CORPORATE DIRECTOR OF MARKETING IN 2012. |
| 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: | UNREALIZED LOSS -287,458. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 742,969. |
| FORM 990, PART XI, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 11A, I | GOODWIN HOUSE INCORPORATED | Yes (1) |
| GOODWIN HOUSE DEVELOPMENT CORPORATION | ||||||||||
| 4800 FILLMORE AVENUE | ALEXANDRIA | VA | 22311 | 020595161 | DEVELOPMENT OF SENIOR LIVING COMMUNITIES & RELATED BUSINESSES | VA | 501(C)(3) | LINE 11A, I | GOODWIN HOUSE INCORPORATED | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN HOUSE COMMUNITY SERVICES | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 FILLMORE AVENUE | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22311 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542005465 | EIN |
| Primary Activities | MGMT SERVICES TO A NON-PROFIT RETIREMENT COMMUNITY | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GHI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $185,106 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $65,239 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN HOUSE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $878,950 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments