2026-08-14T11:10:50-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-10-01 940831870 ELDER CARE ALLIANCE OF SAN MATEO ELDE 5107692700 1301 MARINA VILLAGE PARKWAY 210 ALAMEDA CA 94501 MICHAEL CONNELL CFO AND TREASURER 5107692700 2026-08-13 1 1 KURT BENNION CPA P01469618 4252506100 2026-08-13 2024 2025-03-06 01:10:19Z THE VILLA AT SAN MATEO TORSTEN HIRCHE 1301 MARINA VILLAGE PARKWAY 210 ALAMEDA CA 94501 5052841 0 X WWW.ELDERCAREALLIANCE.ORG X 1924 CA SERVES AND ENRICHES THE LIVES OF OLDER ADULTS BY PROVIDING HOUSING AND SERVICES AT ITS APARTMENT BUILDING FOR AGES 55 AND OLDER. 9 8 8 10 0 0 200 412 1222900 4997490 0 -11097 250 54939 1223350 5041744 0 0 0 0 153934 735462 0 0 0 1005278 5682721 1159212 6418183 64138 -1376439 48451871 92239216 28258575 27360119 20193296 64879097 A NONPROFIT ORGANIZATION COMMITTED TO SERVING AND ENRICHING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH PROFESSIONAL, FAITH-CENTERED, AGE-RESTRICTED APARTMENTS. 0 0 4811326 0 4997490 THE VILLA AT SAN MATEO PROVIDES HOUSING AND SERVICES FOR UP TO 135 OLDER ADULT RESIDENTS AGE 55 AND OLDER. THIS YEAR VSM PROVIDED HOUSING FOR 134.2 RESIDENTS EACH MONTH ON AVERAGE, INCLUDING SECOND PERSONS IN EACH APARTMENT, FOR A FISCAL YEAR TOTAL OF 48,995 RESIDENT DAYS. THERE ARE ACTIVITIES PROVIDED FOR INDEPENDENT LIVING RESIDENTS, INCLUDING SOME THAT REFLECT THE FAITH-CENTERED MISSION. 4811326 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X MICHAEL CONNELL 4255596301 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 X TORSTEN HIRCHE PRESIDENT & CEO 1.00 39.00 X X 0 1174707 39553 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 MICHELE LUKE SECRETARY 1.00 39.00 X 0 118517 7083 MICHAEL CONNELL TREASURER & CFO 1.00 39.00 X 0 637622 23767 QIANA NIXON-CARROLL EXECUTIVE DIRECTOR 40.00 0.00 X 149970 0 10600 149970 1930846 81003 1 0 1 0 0 412 412 RESIDENT SERVICE REVEN 623000 4981657 4981657 OTHER PROGRAM REVENUE 623000 15833 15833 4997490 11097 -11097 -11097 -11097 MISCELLANEOUS INCOME 900099 54939 54939 54939 5041744 4997490 0 43842 160570 160570 422886 422886 2895 2895 95892 95892 53219 53219 126234 126234 29540 29540 6834 6834 332 332 20582 20582 46716 46716 16640 16640 1173430 1173430 1458 1458 1443917 1443917 2458790 2458790 186346 186346 ECA EXPENSE ALLOCATION 91306 91306 LIFE ENRICHMENT 37760 37760 SUPPLIES 19099 19099 BAD DEBTS 17340 17340 6397 6397 6418183 4811326 1606857 0 1740184 1902456 94519 316446 231500 43324 154680 111673 95714158 5883514 46134498 89830644 96490 34673 48451871 92239216 415898 354296 12158 12158 27804209 26921330 26310 72335 28258575 27360119 X 20193296 64879097 20193296 64879097 48451871 92239216 -1376439 46062240 0 X X 0 1 X 1 0 X 1013 120807 200 412 122432 4243235 4344513 4378347 1222900 4997490 19186485 4243235 4345526 4499154 1223100 4997902 19308917 0 290281 260256 550537 290281 260256 550537 18758380 184049 335738 174911 694698 184049 335738 174911 694698 4462 250 54939 59651 4427284 4681264 4678527 1223350 5052841 20063266 0.93500 0.91720 0.03460 0.04150 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME SCHEDULE A, PART III, COLUMN D: AMOUNTS REPORTED IN PART III, COLUMN D REPRESENT A SHORT YEAR THAT BEGAN ON JULY 1, 2024 AND ENDED ON SEPTEMBER 30, 2024. 49902278 49902278 42489406 5176529 37312877 2519744 464775 2054969 735233 242210 493023 67497 67497 89830644 DUE TO RELATED ORGANIZATIONS 72335 72335 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 487183 0 58504 0 91935 0 13800 0 9967 0 661389 0 0 QIANA NIXON-CARROLL EXECUTIVE DIRECTOR 149970 0 0 0 0 0 0 0 10600 0 160570 0 0 0 PART I, LINE 3 THE FOLLOWING WERE USED BY TRANSFORMING AGE, A RELATED ORGANIZATION, 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 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 ALMAVIA OF SAN FRANCISCO HAS A MANAGEMENT CONTRACT WITH ELDER CARE ALLIANCE, A NON-PROFIT PUBLIC BENEFIT CORPORATION THAT IS THE SOLE CORPORATE MEMBER OF ALMAVIA OF SAN FRANCISCO, TO PROVIDE MANAGEMENT SERVICES INCLUDING, BUT NOT LIMITED TO, MARKETING, HUMAN RESOURCES, ACCOUNTING, INFORMATION TECHNOLOGY SERVICES, RISK MANAGEMENT, CLINICAL OVERSIGHT AND INSURANCE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE CORPORATE MEMBER IS ELDER CARE ALLIANCE. FORM 990, PART VI, SECTION A, LINE 7A TRANSFORMING AGE'S BOARD OF DIRECTORS IS ALSO THE BOARD OF DIRECTORS OF ELDER CARE ALLIANCE OF SAN MATEO. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS OF ELDER CARE ALLIANCE OF SAN MATEO (THE CORPORATION) SHALL NOT BE IMPLEMENTED WITHOUT THE APPROVAL OF THE CORPORATE MEMBER: (A) ADOPTION OR AMENDMENT OF PHILOSOPHY AND MISSION OF THE CORPORATION; (B) APPROVAL OF STRATEGIC AND LONG RANGE PLANS OF THE CORPORATION; (C) REORGANIZATION, MERGER, CONSOLIDATION OR CHANGE OF CONTROL OF THE CORPORATION; (D) ANY CHANGE IN THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION; (E) ADOPTION OF AND ANY CHANGE IN THE MISSION STATEMENT OR VALUES STATEMENT OF THE CORPORATION; (F) ADOPTION OF AND ANY CHANGE IN CHARITABLE CARE POLICIES OF THE CORPORATION; (G) SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (H) DISSOLUTION OF THE CORPORATION; (I) ADOPTION OR APPROVAL OF OPERATING AND CAPITAL BUDGETS OF THE CORPORATION, AND ANY CAPITAL EXPENDITURES OR BORROWINGS IN EXCESS OF LIMITS ESTABLISHED BY ELDER CARE ALLIANCE POLICY; (J) CREATION OF A NEW CORPORATION OR PARTICIPATION IN JOINT VENTURE REQUIRING CAPITAL COMMITMENTS IN EXCESS OF LIMITS ESTABLISHED BY ELDER CARE ALLIANCE POLICY; OR (K) ANY UNBUDGETED ACQUISITION OF ASSETS WITH A PURCHASE PRICE IN EXCESS OF LIMITS ESTABLISHED BY ELDER CARE ALLIANCE POLICY. 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 15 FORM 990, PART VI, SECTION B, LINES 15A AND 15B HAVE BOTH BEEN ANSWERED NO (AS MANDATED BY THE FORM 990 INSTRUCTIONS), AS THE CEO, OFFICERS, AND KEY EMPLOYEES OF THE ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION. 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. 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 XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. CHRISTIAN RETIREMENT HOMES 6315 O STREET LINCOLN NE 68510 476041813 SENIOR LIVING NE 501(C)(3) LINE 10 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 EASTMONT 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 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 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 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 UNION CITY 1301 MARINA VILLAGE PARKWAY SUITE 2 ALAMEDA CA 94501 943377985 SENIOR LIVING CA 501(C)(3) LINE 10 ELDER CARE ALLIANCE 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 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 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 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 NORSE HOME 5311 PHINNEY AVENUE N SEATTLE WA 98103 910667588 ASSISTED LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 0 PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST 915 118TH AVENUE SE 110 BELLEVUE WA 98005 910666887 SENIOR LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 0 TRANSFORMING AGE 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 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 TRANSFORMING AGE 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 320672552 MANAGEMENT SERVICES WA 501(C)(3) LINE 12B, II N/A 0 SENIOR HOUSING ASSISTANCE CORPORATION 1980 112TH AVENUE NE SUITE 210 BELLEVUE WA 98004 911923742 LOW-INCOME HOUSING WA N/A C 0 TRANSFORMING AGE VENTURES INC 715 NINTH AVENUE SUITE 400 SEATTLE WA 98104 471755666 FOR-PROFIT VENTURES AND ACTIVITIES 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 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0