2026-08-13T15:05:28-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-10-01 911586491 TRANSFORMING AGE FOUNDATION TRAN 4255596301 1980 112TH AVENUE 210 BELLEVUE WA 98004 MICHAEL CONNELL TREASURER & CFO 4255596301 2026-08-13 1 1 KURT BENNION P01469618 4252506100 2026-08-13 2024 2025-03-06 01:10:19Z X TORSTEN HIRCHE 1980 112TH AVENUE 210 BELLEVUE WA 98004 1463703 0 X WWW.TRANSFORMINGAGE.ORG/FOUNDATION/ X 1992 WA TO SUPPORT PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST'S MISSION. 9 8 3 10 0 0 686148 754203 0 160000 126602 106620 0 0 812750 1020823 424486 468774 0 0 298275 308639 0 0 0 89531 168638 812292 946051 458 74772 5443494 5866861 1549332 1635329 3894162 4231532 X TO SUPPORT PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST'S MISSION BY ENHANCING THE QUALITY OF LIFE, VITALITY AND WELLNESS OF THE AGING, THEIR FAMILIES AND TEAM MEMBERS. THE FOUNDATION ALSO SUPPORTS MANY RESIDENT ACTIVITIES AND COMMUNITY OUTREACH EFFORTS IN THE GREATER SEATTLE AREA. 0 0 468774 468774 160000 THE FOUNDATION SUPPORTS MANY RESIDENT ACTIVITIES AND COMMUNITY OUTREACH EFFORTS IN THE GREATER SEATTLE AREA. ALL FUNDS DONATED TO THE FOUNDATION GO TO SUPPORT A VARIETY OF PROGRAMS AND CAUSES AT PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST. MOST NOTABLY, THE FOUNDATION HELPS SUPPORT SENIOR LIVING, THE TRANSFORMING AGE EMPLOYEE EDUCATION ASSISTANCE PROGRAMS, AND RESIDENT SUPPORT FOR THOSE RESIDENTS WHO RUN INTO FINANCIAL TROUBLE. 468774 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 1 1 0 1 1 1 1 1 0 0 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 1.00 39.00 X X 0 1174707 39553 MICHAEL CONNELL TREASURER & CFO 1.00 39.00 X 0 637621 23767 SCOTT LARSON EXECUTIVE DIRECTOR 40.00 0.00 X 120653 0 8472 MICHELE LUKE SECRETARY 1.00 39.00 X 0 118517 7083 JESSE BOND CHAIR & DIRECTOR 0.10 2.20 X X 0 0 0 GREG RUSSELL VICE CHAIR & CHAIR 0.10 2.20 X X 0 0 0 BARB BENNETT DIRECTOR & VICE CHAIR 0.10 2.20 X 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 (THROUGH NOVEMBER 2024) 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 (THROUGH NOVEMBER 2024) 0.10 2.20 X 0 0 0 MARY WAGNER DIRECTOR 0.10 2.20 X 0 0 0 120653 1930845 78875 1 0 1 0 0 754203 754203 FUNDRAISING FEES 541800 160000 160000 160000 84109 84109 465391 442380 500 23011 -500 22511 22511 1020823 160000 0 106620 X 346540 346540 122234 122234 248976 248976 7785 7785 32488 32488 19390 19390 37480 37480 7986 7986 101943 101943 230 230 2457 2457 6563 6563 5395 5395 3556 3556 764 764 ALL OTHER EXPENSES 1807 1807 LICENSES & FEES 445 445 DUES & SUBSCRIPTIONS 12 12 946051 468774 477277 0 395324 838579 6000 5500 2712 4837 3723744 3535476 1315714 1482469 5443494 5866861 72162 49460 1477170 1585869 1549332 1635329 X -22838 19558 3917000 4211974 3894162 4231532 5443494 5866861 74772 262598 0 X X 0 1 X 1 0 X X 6 PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST 910666887 10 0 324941 0 FRED LIND MANOR 910579225 10 0 62247 0 FULL LIFE CARE 911095588 7 0 81586 0 DOWNTOWN ACTION TO SAVE HOUSING 943155152 7 0 0 0 NORSE HOME 910667588 10 0 0 0 SENIOR HOUSING ASSISTANCE GROUP 943063455 10 0 0 0 6 468774 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1: TRANSFORMING AGE IS THE ONLY ORGANIZATION SPECIFICALLY IDENTIFIED IN THE FOUNDATION'S GOVERNING DOCUMENTS. HOWEVER, ALL OF THE SUPPORTED ORGANIZATIONS ARE SUBSIDIARIES OF TRANSFORMING AGE. TRANSFORMING AGE AND EACH OF THE SUPPORTED ORGANIZATIONS HAVE SUBSTANTIVELY IDENTICAL MISSIONS AND CHARITABLE PURPOSES AND PROVIDE SIMILAR PROGRAMS AND SUPPORT TO THE COMMUNITY. BECAUSE OF THESE SUBSTANTIVELY IDENTICAL MISSIONS AND PROGRAMS, SUPPORTING EACH OF TRANSFORMING AGE'S SUBSIDIARY ORGANIZATIONS ALSO SUPPORTS TRANSFORMING AGE IN ITS CHARITABLE MISSION. PART IV, SECTION B, LINE 1: THE FOUNDATION'S BOARD OF DIRECTORS IS IDENTICAL TO TRANSFORMING AGE'S BOARD OF DIRECTORS, WHICH GIVES TRANSFORMING AGE EFFECTIVE CONTROL OVER THE FOUNDATION. IN ADDITION, ALL DAY-TO-DAY MANAGEMENT AND OPERATIONS ARE PROVIDED BY EMPLOYEES OF TRANSFORMING AGE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2178949 87216 277079 18833 2524411 1839198 81589 345997 87835 2178949 1608197 56420 198320 23739 1839198 1949665 185192 -341897 184763 1608197 1597339 41142 348612 37428 1949665 0.00000 0.62710 0.37290 0 0 0 DUE FROM RELATED ORGANIZATIONS 1455169 ART AND COLLECTIBLES 27300 1482469 DUE TO RELATED ORGANIZATIONS 1585869 1585869 X PART V, LINE 4: TO FUND PROJECTS, ACTIVITIES AND SUPPORT FOR THE RESIDENTS OF PARKSHORE RETIREMENT COMMUNITY. PART X, LINE 2: TRANSFORMING AGE FOUNDATION 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 PURPOSES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WERE NO TAXES PAID ON UNRELATED BUSINESS INCOME FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024. 1 FULL LIFE CARE 800 JEFFERSON STREET SUITE 620 SEATTLE WA 98104 911095588 501(C)(3) 81586 0 GENERAL OPERATING SUPPORT PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 910666887 501(C)(3) 222171 0 GENERAL OPERATING SUPPORT FRED LIND MANOR 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 910579225 501(C)(3) 42783 0 GENERAL OPERATING SUPPORT 3 0 EMPLOYEE EDUCATION ASSISTANCE 40 120299 EMPLOYEE FINANCIAL ASSISTANCE 2 1935 PART I, LINE 2: GRANTS TO RELATED ORGANIZATIONS ARE MONITORED THROUGH DISCUSSION AND OBSERVATION WITH THE GRANTEE ORGANIZATION. EMPLOYEE EDUCATION ASSISTANCE PAYMENTS ARE ONLY PROCESSED FOR PAYMENT WHEN THE INDIVIDUAL PROVIDES RECEIPTS OF TUITION. THESE RECEIPTS MUST BE APPROVED BY THE INDIVIDUAL'S DEPARTMENT HEAD BEFORE REIMBURSEMEENTS ARE ISSUED. 0 0 0 0 0 1 1 0 0 TORSTEN HIRCHE PRESIDENT & CEO 0 794632 0 371277 0 8798 0 13800 0 25753 0 1214260 0 0 MICHAEL CONNELL TREASURER & CFO 0 487182 0 58504 0 91935 0 13800 0 9967 0 661388 0 0 PART I, LINE 3 THE FOLLOWING WERE USED BY TRANSFORMING AGE, THE SOLE MEMBER, IN DETERMINING THE PRESIDENT & CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. FORM 990 OF OTHER ORGANIZATIONS 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 6 THE PRESIDENT & CEO MAY RECEIVE AN ANNUAL INCENTIVE BONUS FROM TRANSFORMING AGE, A RELATED ORGANIZATION, SUBJECT TO THE SOLE AND COMPLETE DISCRETION OF TRANSFORMING AGE'S BOARD OF DIRECTORS. FINANCIAL PERFORMANCE IS ONE OF THE FACTORS IN DETERMINING THE BONUS. OTHER FACTORS INCLUDE OVERALL MISSION DELIVERY, MISSION GROWTH, AND THE OVERALL ACHIEVEMENTS AND PERFORMANCE OF TRANSFORMING AGE AND ITS SUBSIDIARY ORGANIZATIONS. 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 4 ARTICLES OF AMENDMENT WERE FILED IN APRIL 2026 TO CHANGE THE ORGANIZATION'S NAME TO "TRANSFORMING AGE FOUNDATION". 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 IF NOT ALREADY SERVING ON THE BOARD OF DIRECTORS, THE CHAIR AND THE VICE-CHAIR OF TRANSFORMING AGE'S BOARD OF DIRECTORS ARE EX-OFFICIO VOTING MEMBERS OF THE BOARD OF DIRECTORS. TRANSFORMING AGE'S SECRETARY AND TREASURER ARE ALSO THE SECRETARY AND TREASURER, RESPECTIVELY, OF THIS ORGANIZATION. TRANSFORMING AGE HAS THE POWER TO REMOVE AND REPLACE ANY MEMBERS OF THE BOARD OF DIRECTORS. 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 BOARD MEMBERS, OFFICERS AND EMPLOYEES. ANNUALLY, A CONFLICT OF INTEREST FORM IS DISTRIBUTED TO THE BOARD OF DIRECTORS. 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 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. WE HAVE 3,500 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 FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 101,943. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 101,943. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. 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 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 910666887 SENIOR LIVING WA 501(C)(3) LINE 10 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 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 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 SENIOR HOUSING ASSISTANCE GROUP 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 943063455 SENIOR LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 0 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 ECA 0 ELDER CARE ALLIANCE OF SAN FRANCISCO 1301 MARKINA VILLAGE PKWY 210 ALAMEDA CA 94501 943351615 SENIOR LIVING CA 501(C)(3) LINE 10 ECA 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 ECA 0 ELDER CARE ALLIANCE OF SAN RAFAEL 1301 MARKINA VILLAGE PKWY 210 ALAMEDA CA 94501 760730971 SENIOR LIVING CA 501(C)(3) LINE 10 ECA 0 ELDER CARE ALLIANCE OF UNION CITY 1301 MARKINA VILLAGE PKWY 210 ALAMEDA CA 94501 943377985 SENIOR LIVING CA 501(C)(3) LINE 10 ECA 0 MERCY RETIREMENT AND CARE CENTER 1301 MARKINA VILLAGE PKWY 210 ALAMEDA CA 94501 941156579 SENIOR LIVING CA 501(C)(3) LINE 10 ECA 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 ALEGRECARE INC 715 NINTH AVENUE SUITE 400 SEATTLE WA 98104 HOME HEALTH CA N/A C 0 HEALTH CARE PARTNERS INC 715 NINTH AVENUE SUITE 400 SEATTLE WA 98104 HOME HEALTH CA N/A C 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0