2025-08-14T17:43:43-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-10-01 320672552 TRANSFORMING AGE TRAN 4255596301 1980 112TH AVENUE 210 BELLEVUE WA 98004 MICHAEL CONNELL TREASURER & CFO 4255596301 2025-08-14 1 1 KURT BENNION CPA P01469618 4252506100 2025-08-14 2023 2025-03-06 01:10:19Z TORSTEN HIRCHE 1980 112TH AVENUE 210 BELLEVUE WA 98004 15099246 0 X WWW.TRANSFORMINGAGE.ORG X 2019 WA PROVIDE SUPPORT TO SUBSIDIARY ORGANIZATIONS. 11 10 72 10 0 0 1838797 0 10270220 11514233 44990 763169 170041 288669 12324048 12566071 59453722 2305000 0 0 10700379 10451135 0 0 0 45528048 3451589 115682149 16207724 -103358101 -3641653 -98147019 28714675 4368249 6768545 -102515268 21946130 X TO DEVELOP AND PROVIDE STRATEGIC DIRECTION TO, MANAGE THE EMPLOYEES OF, AND OTHERWISE ENGAGE IN ACTIVITIES TO SUPPORT PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST ("PRCN") AND THOSE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) THAT ARE RELATED TO PRCN THROUGH COMMON CONTROL. 0 0 16207724 2305000 11514233 DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, TRANSFORMING AGE BEGAN PROVIDING SUPPORT SERVICES TO 501(C)(3) SUBSIDIARY ORGANIZATIONS, INCLUDING PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST, GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON (DBA: GARDENS AT JUANITA BAY), VASHON ISLAND COMMUNITY CARE, CHRISTIAN RETIREMENT HOMES (DBA: EASTMONT TOWERS), FRED LIND MANOR, FULL LIFE CARE, DOWNTOWN ACTION TO SAVE HOUSING (DBA: DASH), SENIOR HOUSING ASSISTANCE GROUP (DBA: SHAG), SHAG COMMUNITY LIFE FOUNDATION AND NORSE HOME. 16207724 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 34 0 72 1 0 0 0 0 0 0 0 0 0 0 1 0 X 11 10 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X JACOB ANDERSON 4255596301 1980 112TH AVENUE 210 BELLEVUE WA 98004 X TORSTEN HIRCHE PRESIDENT & CEO 29.00 11.00 X X 346509 808519 29551 MICHAEL CONNELL TREASURER & CFO 29.00 11.00 X 193744 452069 37634 KENNETH NOREEN COO 40.00 0.00 X 137193 320118 33227 MICHELE LUKE SECRETARY 29.00 11.00 X 29825 69592 9384 MARY WAGNER CHAIR & DIRECTOR 0.50 1.80 X X 0 0 0 JESSE BOND VICE CHAIR & CHAIR 0.50 1.80 X X 0 0 0 GREG RUSSELL DIRECTOR & VICE CHAIR 0.50 1.80 X X 0 0 0 BARB BENNETT DIRECTOR 0.50 1.80 X 0 0 0 CATHY DANIGELIS DIRECTOR 0.50 1.80 X 0 0 0 KATHI LENTZSCH DIRECTOR 0.50 1.80 X 0 0 0 SCOTT LUMSDEN DIRECTOR 0.50 1.80 X 0 0 0 JIM MELHORN DIRECTOR 0.50 1.80 X 0 0 0 JOY MOORE DIRECTOR 0.50 1.80 X 0 0 0 LISA NELSON DIRECTOR 0.50 1.80 X 0 0 0 707271 1650298 109796 3 0 1 0 AFOUR TECHNOLOGIES INC 8201 164TH AVE NE SUITE 200 REDMOND WA 98052 SOFTWARE ENGINEERING 333376 THOMASARTS HOLDING LLC (240) 240 S 200 W FARMINGTON UT 84025 ADVERTISING 214440 1155 CDW GOVERNMENT LLC 75 REMITTANCE DR SUITE 1515 CHICAGO IL 60675 COMPUTER HARDWARE 167392 ADP INC (830272) PO BOX 830272 PHILADELPHIA PA 19182 PAYROLL PROCESSING 142066 THE LANSDALE GROUP INC 1750 TYSONS BLVD SUITE 1500 MCLEAN VA 22102 ADVERTISING 141191 10 MANAGEMENT FEES 561000 10015628 10015628 DEVELOPMENT FEES 561000 1314337 1314337 CONSULTING FEES 561000 184268 184268 11514233 608783 608783 27995 0 27995 27995 27995 2687561 2533175 154386 154386 154386 MISCELLANEOUS INCOME 900099 260674 260674 260674 12566071 11514233 0 1051838 2305000 2305000 1895005 1895005 7310248 7310248 204124 204124 438319 438319 603439 603439 88199 88199 66539 66539 19669 19669 545653 545653 4308 4308 554697 554697 155681 155681 379756 379756 401685 401685 45641 45641 EMPLOYEE EXPENSES 548121 548121 MISCELLANEOUS EXPENSES 265032 265032 SALES TAXES 244541 244541 DUES & SUBSCRIPTIONS 63419 63419 68648 68648 16207724 16207724 0 0 799027 2823467 12262 4157365 1709706 4876498 210000 6972 114414 987912 6722570 804132 6040035 5918438 5042287 -128098622 2635997 8915005 14416893 -98147019 28714675 643796 3055242 3724453 3371403 0 341900 4368249 6768545 X -102515268 21946130 -102515268 21946130 -98147019 28714675 -3641653 4430 128098622 0 X X 0 1 X 1 0 X X X 10 PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST 910666887 10 1 10796723 0 GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON 910630507 10 0 0 0 VASHON ISLAND COMMUNITY CARE 911703092 10 0 0 0 CHRISTIAN RETIREMENT HOMES 476041813 10 0 1611144 0 FRED LIND MANOR 910579225 10 0 513891 0 FULL LIFE CARE 911095588 7 0 1114444 0 DOWNTOWN ACTION TO SAVE HOUSING 943155152 10 0 324455 0 SENIOR HOUSING ASSISTANCE GROUP 943063455 10 0 0 0 SHAG COMMUNITY LIFE FOUNDATION 460779043 10 0 0 0 NORSE HOME 910667588 10 0 323111 0 10 14683768 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION A, LINE 1: THE ORGANIZATION'S ARTICLES OF INCORPORATION STATE THAT TRANSFORMING AGE'S PURPOSE IS "TO DEVELOP AND PROVIDE STRATEGIC DIRECTION TO, MANAGE THE OFFICERS AND EMPLOYEES OF, AND OTHERWISE ENGAGE IN ACTIVITIES TO SUPPORT PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST ("PRCN")... AND THOSE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE THAT ARE RELATED TO PRCN THROUGH COMMON CONTROL." THE ORGANIZATIONS LISTED IN PART I, LINE 12G ARE LISTED AS SUPPORTED ORGANIZATIONS IN TRANSFORMING AGE'S BYLAWS AND ARE CONTROLLED BY PRCN THROUGH OVERLAPPING BOARD MEMBERS AND/OR POWER TO APPOINT THE ORGANIZATION'S BOARD MEMBERS. 1 15 15 0 PART II-B, LINE 1: TRANSFORMING AGE PAYS MEMBERSHIP DUES TO ASSOCIATIONS THAT USE A PORTION OF THOSE DUES TO LOBBY ON BEHALF OF THEIR MEMBERS. 3591031 3591031 2556215 590048 1966167 313962 214084 99878 261362 261362 5918438 INVESTMENT IN SUBSIDIARIES 2635997 C 2635997 DUE FROM RELATED ORGANIZATIONS 14416893 14416893 RIGHT-OF-USE LEASE LIABILITIES 138671 DUE TO RELATED ORGANIZATIONS 203229 341900 X PART X, LINE 2: TRANSFORMING AGE HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE (IRS) THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WERE NO TAXES PAID ON UNRELATED BUSINESS INCOME FOR THE YEARS ENDED SEPETEMBER 30, 2024 AND 2023. 1 CHRISTIAN RETIREMENT HOMES 6315 O STREET LINCOLN NE 68510 476041813 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 910666887 501(C)(3) 2205000 0 GENERAL OPERATING SUPPORT 2 0 PART I, LINE 2: GRANTS TO RELATED ORGANIZATIONS ARE MONITORED THROUGH DISCUSSION AND OBSERVATION WITH THE GRANTEE ORGANIZATION. X X X X X 0 0 0 0 0 0 0 0 0 TORSTEN HIRCHE PRESIDENT & CEO 232326 542093 114183 266426 0 0 3960 9240 4905 11446 355374 829205 0 0 MICHAEL CONNELL TREASURER & CFO 139315 325068 54429 127001 0 0 5065 11819 6225 14525 205034 478413 0 0 KENNETH NOREEN COO 114693 267618 22500 52500 0 0 6281 14656 3687 8603 147161 343377 0 0 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 BOARD MEMBERS, OFFICERS AND EMPLOYEES. ANNUALLY, A CONFLICT OF INTEREST FORM IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND OFFICERS. THE PRESIDENT & CEO REVIEWS THE COMPLETED FORMS AND IDENTIFIES WHETHER ANY CONFLICTS EXIST. ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST OF ANY GOVERNING BOARD MEMBER OR OFFICER IS DISCLOSED TO THE OTHER BOARD MEMBERS 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 MAY NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER, AND IS NOT COUNTED IN DETERMINING THE QUORUM FOR THE MEETING, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF THE MEETING REFLECT THAT DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD USES AN INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION SURVEY TO ANNUALLY DETERMINE THE CEO'S COMPENSATION. THE CEO IS RESPONSIBLE FOR CONDUCTING THE REVIEW OF OTHER OFFICERS' COMPENSATION. COMPENSATION WAS LAST REVIEWED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC 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 XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. 1980 112TH LLC 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 320534732 PROPERTY HOLDING WA 361740 5521830 TRANSFORMING AGE TRANSFORMING AGE ASSOCIATES LLC 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 920770430 MANAGEMENT SERVICES WA 0 0 TRANSFORMING AGE PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 910666887 SENIOR LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 1 PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST FOUNDATION 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 911586491 BENEFIT RESIDENTS AND EMPLOYEES OF PRCN WA 501(C)(3) LINE 12A, I TRANSFORMING AGE 1 FRED LIND MANOR 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 910579225 PROVIDE SENIOR SERVICES WA 501(C)(3) LINE 10 TRANSFORMING AGE 1 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 800 JEFFERSON STREET SUITE 620 SEATTLE WA 98114 911095588 SERVICES FOR THE ELDERLY WA 501(C)(3) LINE 7 TRANSFORMING AGE 1 CHRISTIAN RETIREMENT HOMES 6315 O STREET LINCOLN NE 68510 476041813 SENIOR LIVING NE 501(C)(3) LINE 10 TRANSFORMING AGE 1 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 1 DOWNTOWN ACTION TO SAVE HOUSING 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 943155152 HOUSING WA 501(C)(3) LINE 7 TRANSFORMING AGE 1 GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON 11853 97TH AVENUE NE KIRKLAND WA 98034 910630507 SENIOR LIVING WA 501(C)(3) LINE 7 TRANSFORMING AGE 1 NORSE HOME 5311 PHINNEY AVENUE N SEATTLE WA 98103 910667588 ASSISTED LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 1 SENIOR HOUSING ASSISTANCE GROUP 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 943063455 SENIOR LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 1 SHAG COMMUNITY LIFE FOUNDATION 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 460779043 AFFORDABLE SENIOR LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 1 ELDER CARE ALLIANCE 1301 MARKINA VILLAGE PKWY 210 ALAMEDA CA 94501 943260975 MANAGEMENT CA 501(C)(3) LINE 12B, II TRANSFORMING AGE 0 ELDER CARE ALLIANCE OF CAMARILLO 1301 MARKINA VILLAGE PKWY 210 ALAMEDA CA 94501 943351613 SENIOR LIVING CA 501(C)(3) LINE 10 ELDER CARE ALLIANCE 0 ELDER CARE ALLIANCE OF SAN FRANCISCO 1301 MARKINA VILLAGE PKWY 210 ALAMEDA CA 94501 943351615 SENIOR LIVING CA 501(C)(3) LINE 10 ELDER CARE ALLIANCE 0 ELDER CARE ALLIANCE OF SAN MATEO 1301 MARKINA VILLAGE PKWY 210 ALAMEDA CA 94501 940831870 AGE-RESTRICTED APARTMENTS CA 501(C)(3) LINE 10 ELDER CARE ALLIANCE 0 ELDER CARE ALLIANCE OF SAN RAFAEL 1301 MARKINA VILLAGE PKWY 210 ALAMEDA CA 94501 760730971 SENIOR LIVING CA 501(C)(3) LINE 10 ELDER CARE ALLIANCE 0 ELDER CARE ALLIANCE OF UNION CITY 1301 MARKINA VILLAGE PKWY 210 ALAMEDA CA 94501 943377985 SENIOR LIVING CA 501(C)(3) LINE 10 ELDER CARE ALLIANCE 0 MERCY RETIREMENT AND CARE CENTER 1301 MARKINA VILLAGE PKWY 210 ALAMEDA CA 94501 941156579 SENIOR LIVING CA 501(C)(3) LINE 10 ELDER CARE ALLIANCE 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 1 0 1 0 0 0 0 0 1 1 1 1 1 1 0 1 1 0 TRANSFORMING AGE VENTURES INC Q 139836 CASH PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST B 2205000 CASH PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST D 4000000 CONTRACT FULL LIFE CARE D 3821262 CONTRACT NORSE HOME D 210000 CONTRACT TRANSFORMING AGE VENTURES INC D 5774234 CONTRACT PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST J 674386 CONTRACT PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST L 6022725 COST FULL LIFE CARE L 879300 COST FRED LIND MANOR L 405462 COST CHRISTIAN RETIREMENT HOMES L 1481686 COST NORSE HOME L 354936 COST DOWNTOWN ACTION TO SAVE HOUSING L 255996 COST GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON L 2279758 COST TRANSFORMING AGE VENTURES INC L 189228 COST CHRISTIAN RETIREMENT HOMES B 100000 CASH GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON B 1000000 CASH PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST R 492993 CASH PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST K 1794640 CONTRACT ELDER CARE ALLIANCE L 411418 COST