2025-08-14T18:16:20-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-10-01 943063455 SENIOR HOUSING ASSISTANCE GROUP SENI 2067015428 1980 112TH AVENUE 210 BELLEVUE WA 98004 MICHAEL CONNELL TREASURER & CFO 2067015428 2025-08-14 1 0 KURT BENNION CPA P01469618 4252506100 2025-08-12 2023 2025-03-06 01:10:19Z SHAG TORSTEN HIRCHE 1980 112TH AVENUE 210 BELLEVUE WA 98004 57964681 0 X WWW.TRANSFORMINGAGE.ORG X 1988 WA TO FOSTER AFFORDABLE HOUSING FOR LOW- AND MODERATE-INCOME SENIORS AND PEOPLE 55+ WITH DISABILITIES. 11 10 21 10 0 0 0 109733 55785821 57101232 307301 368860 6834 0 56099956 57579825 1180944 860000 0 0 247689 0 0 0 0 54666302 56243295 56094935 57103295 5021 476530 15256813 18169298 2099434 1893525 13157379 16275773 THE ORGANIZATION'S MISSION IS TO FOSTER LOW-INCOME AND AFFORDABLE HOUSING FOR SENIORS AND TO PROMOTE, THROUGH NETWORKING WITH OTHER NON-PROFITS, THE SUPPORTS AND SERVICES NECESSARY TO MAINTAIN INDEPENDENCE AND HOUSING STABILITY. 0 0 56635101 860000 57101232 THE ORGANIZATION IS RESPONSIBLE FOR FACILITATING THE DEVELOPMENT OF 30 QUALIFIED HOUSING PROJECTS FOR LOW-INCOME ELDERLY AND DISABLED INDIVIDUALS AND HOUSEHOLDS CONTAINING A TOTAL OF 5,000 DWELLING UNITS. IN ADDITION, THE ORGANIZATION IS RESPONSIBLE FOR THE OPERATION OF 28 FEDERALLY QUALIFIED LOW-INCOME HOUSING PROJECTS FOR LOW-INCOME AND DISABLED INDIVIDUALS REPRESENTING APPROXIMATELY 5,500 RESIDENTS. 56635101 1 1 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 1 0 0 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JACOB ANDERSON 2067015428 1980 112TH AVENUE 210 BELLEVUE WA 98004 X TORSTEN HIRCHE PRESIDENT & CEO 1.00 39.00 X X 0 1155028 29551 MICHAEL CONNELL TREASURER & CFO 1.00 39.00 X 0 645813 37634 MICHELE LUKE SECRETARY 1.00 39.00 X 0 99417 6884 MARY WAGNER CHAIR & DIRECTOR 0.10 2.20 X X 0 0 0 JESSE BOND VICE CHAIR & CHAIR 0.10 2.20 X X 0 0 0 GREG RUSSELL DIRECTOR & VICE CHAIR 0.10 2.20 X 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 0 1900258 74069 0 0 1 0 0 109733 109733 RENTAL REVENUE 531110 56596062 56596062 INVESTMENT IN PARTNERSHIPS 531110 261280 261280 MANAGEMENT FEES 531110 243890 243890 57101232 377089 377089 376627 384856 -8229 -8229 -8229 57579825 57101232 0 368860 860000 860000 2557463 2110157 447306 -326 -269 -57 17243 14227 3016 60251 49713 10538 5717 4717 1000 723 478 245 53581274 53581274 4966 4247 719 DUES & SUBSCRIPTIONS 15984 10557 5427 57103295 56635101 468194 0 571086 331607 357754 181196 123890 96064 5639 5633 12416234 15366245 1782210 2188553 15256813 18169298 365282 181196 20000 20000 1714002 1688553 150 3776 2099434 1893525 X 13157379 16275773 13157379 16275773 15256813 18169298 476530 2641864 0 X X 0 1 X 1 0 X 45000 109733 154733 46277049 46924393 36795589 55785821 57101232 242884084 46277049 46969393 36795589 55785821 57210965 243038817 0 0 0 243038817 236929 184856 327053 377089 1125927 236929 184856 327053 377089 1125927 6834 6834 46277049 47206322 36980445 56119708 57588054 244171578 0.99540 0.99620 0.00460 0.00300 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME PART III, COLUMN C: THE AMOUNTS IN PART III, COLUNM C ARE FOR A SHORT PERIOD THAT BEGAN ON JAUNAURY 1, 2022 AND ENDED ON SEPTEMBER 30, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 TENANT SECURITY DEPOSITS 1688553 DUE FROM RELATED ORGANIZATIONS 500000 2188553 DUE TO RELATED ORGANIZATIONS 3776 3776 X PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSITS FOR RENTAL TENANTS. SECURITY DEPOSITS ARE RETURNED TO TENANTS, LESS THE COST OF ANY REPAIRS, WHEN THE LEASE IS TERMINATED. PART X, LINE 2: SHAG HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE 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 PURPOSES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WERE NO TAXES PAID ON UNRELATED BUSINESS INCOME FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023. 1 DOWNTOWN ACTION TO SAVE HOUSING 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 943155152 501(C)(3) 860000 0 GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: SENIOR HOUSING ASSISTANCE GROUP MAKES GRANTS TO RELATED ORGANIZATIONS. PROPER USE OF TRANSFERRED FUNDS IS ENSURED THROUGH COMMON BOARD AND EXECUTIVE OVERSIGHT. 0 0 0 0 0 0 0 0 0 TORSTEN HIRCHE PRESIDENT & CEO 0 774419 0 380609 0 0 0 13200 0 16351 0 1184579 0 0 MICHAEL CONNELL TREASURER & CFO 0 464383 0 181430 0 0 0 16884 0 20750 0 683447 0 0 PART I, LINE 3 THE FOLLOWING WERE USED BY TRANSFORMING AGE IN DETERMINING THE PRESIDENT & CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART I, ITEM C DBA: SUSTAINABLE HOUSING FOR AGELESS GENERATIONS FORM 990, PART VI, SECTION A, LINE 3 ALL MANAGEMENT FUNCTIONS ARE PROVIDED BY EMPLOYEES OF TRANSFORMING AGE. FORM 990, PART VI, SECTION A, LINE 7A TRANSFORMING AGE'S BOARD OF DIRECTORS IS ALSO THE BOARD OF DIRECTORS OF SHAG. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE VP OF FINANCE & ACCOUNTING 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 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. SHAG COMMUNITY LIFE FOUNDATION 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 460779043 AFFORDABLE SENIOR LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 0 PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 910666887 SENIOR LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 0 PRESBYTERIAN RETIREMENT COMMUNITIES NW 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 0 FRED LIND MANOR 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 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 800 JEFFERSON STREET SUITE 620 SEATTLE WA 98114 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 CRH NE 501(C)(3) LINE 10 TRANSFORMING AGE 0 DOWNTOWN ACTION TO SAVE HOUSING 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 943155152 HOUSING WA 501(C)(3) LINE 7 TRANSFORMING AGE 0 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 0 NORSE HOME 5311 PHINNEY AVENUE N SEATTLE WA 98103 910667588 ASSISTED 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 ELDER CARE ALLIANCE 1301 MARINA VILLAGE PARKWAY SUITE 2 ALAMEDA CA 94501 943260975 MANAGEMENT CA 501(C)(3) LINE 12B, II TRANSFORMING AGE 0 ELDER CARE ALLIANCE OF CAMARILLO 1301 MARINA VILLAGE PARKWAY SUITE 2 ALAMEDA CA 94501 943351613 SENIOR LIVING CA 501(C)(3) LINE 10 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GROUP RELATED 0 1 0.00010 FAIRFIELD AUBURN COURT LP 5355 MIRA SORRENTO PLACE SUITE 100 SAN DIEGO CA 92121 843656531 LOW-INCOME HOUSING CA SENIOR HOUSING ASSISTANCE GROUP RELATED 0 1 0.00010 FAIRFIELD ALDERWOOD COURT LP 5355 MIRA SORRENTO PLACE SUITE 100 SAN DIEGO CA 92121 843641547 LOW-INCOME HOUSING CA SENIOR HOUSING ASSISTANCE GROUP RELATED 0 1 0.00010 MGRE 334 LLC 334 WELLS AVENUE S SUITE G RENTON WA 98057 474555646 LOW-INCOME HOUSING WA SENIOR HOUSING ASSISTANCE GROUP RELATED 0 1 0.00100 BITTER LAKE VILLAGE ASSOCIATES (1) LP 14400 TUKWILA INTL BLVD TUKWILA WA 98168 202080242 LOW-INCOME HOUSING WA SENIOR HOUSING ASSISTANCE GROUP RELATED 287895 3961161 0 1 0.00010 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 SENIOR HOUSING ASSISTANCE GROUP C 72491 3646 1.00000 1 0 1 1 0 0 0 0 0 0 0 0 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