2025-08-14T13:54:03-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-07-01 943260975 ELDER CARE ALLIANCE ELDE 5107692700 1301 MARINA VILLAGE PARKWAY 210 ALAMEDA CA 945011049 MICHAEL CONNELL CFO AND TREASURER 5107692700 2025-08-14 1 1 KURT BENNION CPA P01469618 4252506100 2025-08-12 2024 2025-03-06 01:10:19Z TORSTEN HIRCHE 1301 MARINA VILLAGE PARKWAY 210 ALAMEDA CA 945011049 1303076 0 X WWW.ELDERCAREALLIANCE.ORG X 1996 CA SERVES & ENRICHES THE PHYSICAL, EMOTIONAL & SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH FOUR CARE COMMUNITIES IN CA, A CARE COORDINATION PROGRAM & AN AGE-RESTRICTED APARTMENT BUILDING. 11 10 0 10 0 0 2853977 2327 4242098 1099144 657857 99848 999 432 7754931 1201751 0 0 0 0 2321493 441150 0 0 127444 2527449 413097 4848942 854247 2905989 347504 41694563 25662118 8163139 8043782 33531424 17618336 AN ORGANIZATION COMMITTED TO SERVING AND ENRICHING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH A NETWORK OF PROFESSIONAL, FAITH-CENTERED CARE COMMUNITIES AND SERVICES. 0 0 202865 0 992217 ELDER CARE ALLIANCE MANAGES 4 CARE COMMUNITIES AND 1 AGE-RESTRICTED APARTMENT BUILDING FOR OLDER ADULTS IN CALIFORNIA. COMMITTED TO THE SPIRITUAL TRADITIONS OF OUR FORMER SPONSORS, THE SISTERS OF MERCY OF THE AMERICAS, A RELIGIOUS INSTITUTE AND PUBLIC JURIDIC PERSON OF THE ROMAN CATHOLIC CHURCH AND THE SIERRA PACIFIC SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, ELDER CARE ALLIANCE PROVIDES CARE FOR OLDER ADULTS, REGARDLESS OF CULTURAL BACKGROUND, RELIGIOUS AFFILIATION, SEXUAL ORIENTATION, OR ECONOMIC MEANS. 0 0 106927 THE ELDER CARE ALLIANCE CARE COORDINATION PROGRAM IS DESIGNED TO ASSIST RELIGIOUS CONGREGATIONS AND DIOCESES IN PLANNING FOR HEALTH AND LONG TERM CARE NEEDS OF MEMBERS. CARE COORDINATORS ARE SKILLED PROFESSIONALS, TRAINED IN GERONTOLOGY, SOCIAL WORK, NURSING AND/OR COUNSELING, WHO COORDINATE FOR APPROPRIATE HEALTH AND PSYCHOSOCIAL SERVICES, WHICH ARE MADE AVAILABLE TO AND UTILIZED BY INDIVIDUAL MEMBERS. CARE COORDINATORS PERFORM A VARIETY OF FUNCTIONS BASED ON THE NEEDS OF A PARTICULAR RELIGIOUS COMMUNITY OR DIOCESE. 202865 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X MICHAEL CONNELL CFO AND TREASURER 4255596301 1980 112TH AVENUE 210 BELLEVUE WA 98004 X X TORSTEN HIRCHE PRESIDENT 1.00 39.00 X X 0 0 0 JESSE BOND CHAIR 0.10 2.20 X X 0 0 0 GREG RUSSELL VICE CHAIR 0.10 2.20 X X 0 0 0 MICHAEL CONNELL TREASURER & CFO 1.00 39.00 X 0 0 0 MICHELE LUKE SECRETARY 1.00 39.00 X 0 0 0 BARB BENNETT DIRECTOR 0.10 2.20 X 0 0 0 CATHY DANIGELIS DIRECTOR 0.10 2.20 X 0 0 0 KATHI LENTZSCH DIRECTOR 0.10 2.20 X 0 0 0 SCOTT LUMSDEN DIRECTOR 0.10 2.20 X 0 0 0 JIM MELHORN DIRECTOR 0.10 2.20 X 0 0 0 JOY MOORE DIRECTOR 0.10 2.20 X 0 0 0 LISA NELSON DIRECTOR 0.10 2.20 X 0 0 0 MARY WAGNER DIRECTOR 0.10 2.20 X 0 0 0 ADRIENE IVERSON CEO 1.00 39.00 X 0 0 0 0 0 0 0 0 2327 2327 MANAGEMENT FEES 561000 992217 992217 CARE COORDINATION SVC 623990 106927 106927 1099144 201173 201173 101325 -101325 -101325 -101325 MISCELLANEOUS INCOME 900099 432 432 432 1201751 1099144 0 100280 X 113810 113810 259058 15301 135858 107899 5875 5770 105 33651 15747 15614 2290 28756 14869 10563 3324 2379 2379 6242 6242 115593 44300 70500 793 3254 307 2903 44 143253 11273 118886 13094 89810 83510 6300 12355 9578 2777 47 47 23648 23648 11756 11756 TRAINING 2929 502 2427 SUPPLIES 1708 1708 MISCELLENOUS 123 123 854247 202865 523938 127444 4539302 1092568 419950 385742 510824 1454950 1648939 1251289 477360 397650 6145036 10065243 8392 8392 29593699 12257573 41694563 25662118 7030492 6894479 1132647 1149303 8163139 8043782 X 31911352 15908197 1620072 1710139 33531424 17618336 41694563 25662118 347504 310713 -16571305 0 X 0 0 0 X X 6 ELDER CARE ALLIANCE OF SAN MATEO 940831870 10 0 0 0 MERCY RETIREMENT AND CARE CENTER 941156579 10 0 0 0 ELDER CARE ALLIANCE OF CAMARILLO 943351613 10 0 0 0 ELDER CARE ALLIANCE OF SAN FRANCISCO 943351615 10 0 0 0 ELDER CARE ALLIANCE OF SAN RAFAEL 760730971 10 0 0 0 ELDER CARE ALLIANCE OF UNION CITY 943377985 10 0 0 0 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART I, LINE 12G, COLUMN IV: ELDER CARE ALLIANCE HAS SIX SUPPORTED ORGANIZATIONS. THE GROUP OF SUPPORTED ORGANIZATIONS ARE NOT NAMED IN THE GOVERNING DOCUMENTS OF THE ORGANIZATION, HOWEVER THEY ARE REFERRED TO AS "THE SYSTEM", WHICH IS THE HISTORIC TERM USED TO ENCOMPASS ALL SIX OF THE SUPPORTED ORGANIZATIONS INCLUDING MERCY RETIREMENT AND CARE CENTER, ELDER CARE ALLIANCE OF SAN MATEO, ELDER CARE ALLIANCE OF CAMARILLO, ELDER CARE ALLIANCE OF SAN FRANCISCO, ELDER CARE ALLIANCE OF SAN RAFAEL, AND ELDER CARE ALLIANCE OF UNION CITY. PART IV, SECTION A, LINE 1: ELDER CARE ALLIANCE HAS SIX SUPPORTED ORGANIZATIONS. THE GROUP OF SUPPORTED ORGANIZATIONS ARE NOT NAMED IN THE GOVERNING DOCUMENTS OF THE ORGANIZATION, HOWEVER THEY ARE REFERRED TO AS "THE SYSTEM", WHICH IS THE HISTORIC TERM USED TO ENCOMPASS ALL SIX OF THE SUPPORTED ORGANIZATIONS INCLUDING MERCY RETIREMENT AND CARE CENTER, ELDER CARE ALLIANCE OF SAN MATEO, ELDER CARE ALLIANCE OF CAMARILLO, ELDER CARE ALLIANCE OF SAN FRANCISCO, ELDER CARE ALLIANCE OF SAN RAFAEL, AND ELDER CARE ALLIANCE OF UNION CITY. PART IV, SECTION C, LINE 1: THE MANAGEMENT (CEO AND CFO) OF ELDER CARE ALLIANCE ARE ALSO THE MANAGEMENT (CEO AND CFO) OF THE SUPPORTED ORGANIZATIONS. THERE ARE ALSO SOME MEMBERS OF THE ECA BOARD THAT SERVE ON ALL OF THE SUPPORTED ORGANIZATIONS BOARD, BUT NOT THE MAJORITY OF THE ECA BOARD HAVE OVERLAP. 1615559 89580 1705139 1449675 165884 1615559 1265211 184464 1449675 1560492 -295281 1265211 1246208 324284 10000 1560492 0.00000 0.41080 0.58920 0 1 1 303989 229961 74028 1344950 1021328 323622 397650 DUE FROM RELATED ORGANIZATIONS 10878148 REFUNDABLE DEPOSITS 17804 CAPITAL CONTRIBUTIONS 281930 ROU OPERATING LEASE 1079691 12257573 RIGHT OF USE LIABILITY 1149303 1149303 PART V, LINE 4: ALL OF THE ECA ENDOWMENT FUNDS REQUIRE THE INCOME FROM THE FUNDS TO BE USED FOR THE CHARITY CARE OF RESIDENTS. FORM 990, PART VI, SECTION A, LINE 3 CFO AND CEO FUNCTIONS ARE PROVIDED BY EMPLOYEES OF TRANSFORMING AGE. FORM 990, PART VI, SECTION A, LINE 6 TRANSFORMING AGE, A WASHINGTON NONPROFIT CORPORATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A TRANSFORMING AGE'S BOARD OF DIRECTORS IS ALSO THE BOARD OF DIRECTORS OF ELDER CARE ALLIANCE. FORM 990, PART VI, SECTION A, LINE 7B TRANSFORMING AGE, AS THE SOLE MEMBER, HAS THE RIGHT TO (A) AMEND THE ARTICLES OF INCORPORATION AND BYLAWS; (B) ADOPT A PLAN OF MERGER OR CONSOLIDATION; (C) AUTHORIZE THE SALE, LEASE OR EXCHANGE OF SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS IF NOT IN THE ORDINARY COURSE OF BUSINESS; (D) AUTHORIZE THE ORGANIZATION'S VOLUNTARY DISSOLUTION OR REVOKE THE PROCEEDINGS THEREOF; (E) CONVERT THE ORGANIZATION INTO A FOR-PROFIT CORPORATION; AND (F) ADOPT A PLAN FOR THE DISTRIBUTION OF THE ORGANIZATION'S ASSETS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM WAS REVIEWED BY THE CONTROLLER AND THE CFO. IT WAS THEN PROVIDED TO THE BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND EMPLOYEES. ANNUALLY, THE CONFLICT OF INTEREST FORM IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND OFFICERS. THE PRESIDENT & CEO REVIEWS THE COMPLETED FORMS AND IDENTIFIES IF ANY CONFLICTS EXIST. ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST OF ANY GOVERNING BOARD MEMBER OR OFFICER SHALL BE DISCLOSED TO THE OTHER MEMBERS OF THE BOARD OR HIGHEST LEVEL OF MANAGEMENT (PRESIDENT & CEO) AND MADE A MATTER OF RECORD AT THE SOONEST POSSIBLE TIME. ANY GOVERNING BOARD MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST SHALL NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER, AND SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF THE MEETING SHALL REFLECT THAT DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE CEO AND CFO WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF ELDER CARE ALLIANCE. COMPARABLE COMPENSATION INFORMATION WAS PROVIDED TO THE EXECUTIVE COMMITTEE FROM A COMPENSATION STUDY COMPILED BY 3C COMPENSATION CONSULTING CONSORTIUM, A FIRM THAT SPECIALIZES IN COMPENSATION PROGRAMS. SIMILARLY, COMPENSATION INFORMATION FOR EXECUTIVE DIRECTORS AND KEY EMPLOYEES WAS GATHERED FROM MULTIPLE COMPENSATION SURVEY SOURCES, INCLUDING 3C COMPENSATION CONSULTING CONSORTIUM AND RECOMMENDED COMPENSATION WAS DEVELOPED BY HUMAN RESOURCES. THIS WAS INCLUDED IN THE BUDGET AND APPROVED FOR FISCAL YEAR 2023 BY THE FINANCE COMMITTEE OF ELDER CARE ALLIANCE AS PART OF THE BUDGET REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: THE OFFICERS THAT HAVE COMPENSATION PRESENTED IN PART VII, SECTION A OF THE FORM 990 PROVIDE EXECUTIVE MANAGEMENT SUPPORT AND OVERALL GUIDANCE TO TRANSFORMING AGE AND ITS RELATED AND SUPPORTED AFFILIATES. AS YOU PERUSE THE PAGES OF OUR 2024 ANNUAL REPORT, YOU WILL WITNESS THE INCREDIBLE ADVANCEMENTS AND CONTRIBUTIONS OF OUR NEARLY 3,000 TEAM MEMBERS WHO IGNITE OUR MISSION EVERY DAY AND IMPACT NEARLY 750,000 PEOPLE ANNUALLY. HTTPS://TRANSFORMINGAGE.ORG/PUBLICATIONS/ FORM 990, PART IX, LINE 11G OTHER FESS: PROGRAM SERVICE EXPENSES 44,300. MANAGEMENT AND GENERAL EXPENSES 70,500. FUNDRAISING EXPENSES 793. TOTAL EXPENSES 115,593. ELDER CARE ALLIANCE OF SAN MATEO 1301 MARINA VILLAGE PARKWAY SUITE 2 ALAMEDA CA 94501 940831870 AGE-RESTRICTED APARTMENTS CA 501(C)(3) LINE 12B, II TRANSFORMING AGE 0 ELDER CARE ALLIANCE OF SAN RAFAEL 1301 MARINA VILLAGE PARKWAY SUITE 2 ALAMEDA CA 94501 760730971 SENIOR LIVING CA 501(C)(3) LINE 10 ELDER CARE ALLIANCE 0 ELDER CARE ALLIANCE OF SAN FRANCISCO 1301 MARINA VILLAGE PARKWAY SUITE 2 ALAMEDA CA 94501 943351615 SENIOR LIVING CA 501(C)(3) LINE 10 ELDER CARE ALLIANCE 0 ELDER CARE ALLIANCE OF CAMARILLO 1301 MARINA VILLAGE PARKWAY SUITE 2 ALAMEDA CA 94501 943351613 SENIOR LIVING CA 501(C)(3) LINE 10 ELDER CARE ALLIANCE 0 ELDER CARE ALLIANCE OF UNION CITY 1301 MARINA VILLAGE PARKWAY SUITE 2 ALAMEDA CA 94501 943377985 SENIOR LIVING CA 501(C)(3) LINE 10 ELDER CARE ALLIANCE 0 MERCY RETIREMENT AND CARE CENTER 1301 MARINA VILLAGE PARKWAY SUITE 2 ALAMEDA CA 94501 941156579 SENIOR LIVING CA 501(C)(3) LINE 10 ELDER CARE ALLIANCE 0 PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST 915 118TH AVENUE SE 110 BELLEVUE WA 98005 910666887 PROVIDE CARE FOR SENIORS WA 501(C)(3) LINE 10 TRANSFORMING AGE 0 FRED LIND MANOR 915 118TH AVENUE SE 110 BELLEVUE WA 98005 910579225 PROVIDE SENIOR SERVICES WA 501(C)(3) LINE 10 TRANSFORMING AGE 0 VASHON ISLAND COMMUNITY CARE 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 911703092 SENIOR LIVING WA 501(C)(3) LINE 10 PRESBYTERIAN RETIREMENT COMMUNITIES NW 0 FULL LIFE CARE 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 911095588 SERVICES FOR THE ELDERLY WA 501(C)(3) LINE 7 TRANSFORMING AGE 0 CHRISTIAN RETIREMENT HOMES 6315 O STREET LINCOLN NE 68510 476041813 SENIOR LIVING NE 501(C)(3) LINE 10 TRANSFORMING AGE 0 EASTMONT TOWERS FOUNDATION 6315 O STREET LINCOLN NE 68510 911767080 BENEFIT RESIDENTS AND EMPLOYEES OF CHRISTIAN RETIREMENT HOMES NE 501(C)(3) LINE 10 TRANSFORMING AGE 0 GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON 11853 97TH AVE NE KIRKLAND WA 98034 910630507 SENIOR LIVING WA 501(C)(3) LINE 7 TRANSFORMING AGE 0 DOWNTOWN ACTION TO SAVE HOUSING 11018 NE 11TH STREET BELLEVUE WA 98004 943155152 HOUSING WA 501(C)(3) LINE 7 TRANSFORMING AGE 0 NORSE HOME 5311 PHINNEY AVENUE N SEATTLE WA 98103 910667588 ASSISTED LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 0 SENIOR HOUSING ASSISTANCE GROUP 14400 TUKWILA INTL BLVD SUITE 100 TUKWILA WA 98168 943063455 SENIOR LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 0 SHAG COMMUNITY LIFE FOUNDATION 14400 TUKWILA INTL BLVD SUITE 100 TUKWILA WA 98168 460779043 AFFORDABLE SENIOR LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 0 TRANSFORMING AGE 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 320672552 MANAGEMENT SERVICES WA 501(C)(3) LINE 12B, II N/A 0 PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST FOUNDATION 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 911586491 FUNDRAISING WA 501(C)(3) LINE 12A, I TRANSFORMING AGE 0 TRANSFORMING AGE VENTURES INC 715 NINTH AVENUE SUITE 400 SEATTLE WA 98104 471755666 FOR-PROFIT VENTURES AND ACTIVITIES WA N/A C 0 SENIOR HOUSING ASSISTANCE CORPORATION 1980 112TH AVENUE NE SUITE 210 BELLEVUE WA 98004 911923742 LOW-INCOME HOUSING WA N/A C 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0