ELDER CARE ALLIANCE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELDER CARE ALLIANCE (EIN 94-3260975)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-14
- IRS object ID
- 202622269349302737
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-14T16:50:14-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943260975 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELDER CARE ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELDE | BusinessNameControlTxt |
| Phone | 5107692700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY 210 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945011049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CONNELL | PersonNm |
| Person Title | CFO AND TREASURER | PersonTitleTxt |
| Phone | 5107692700 | PhoneNum |
| Signature | 2026-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT BENNION CPA | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2026-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TORSTEN HIRCHE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY 210 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945011049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,803,040 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ELDERCAREALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,327 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,251,110 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,099,144 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,794,517 | CYProgramServiceRevenueAmt |
| PY Investment Income | $99,848 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,730,220 | CYInvestmentIncomeAmt |
| PY Other Revenue | $432 | PYOtherRevenueAmt |
| CY Other Revenue | $870 | CYOtherRevenueAmt |
| PY Total Revenue | $1,201,751 | PYTotalRevenueAmt |
| CY Total Revenue | $4,776,717 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $441,150 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,207,545 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $438,283 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $413,097 | PYOtherExpensesAmt |
| CY Other Expenses | $53,963 | CYOtherExpensesAmt |
| PY Total Expenses | $854,247 | PYTotalExpensesAmt |
| CY Total Expenses | $4,261,508 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $347,504 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $515,209 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,662,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,483,543 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,043,782 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,156,127 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,618,336 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,327,416 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,691,456 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,418,810 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $375,707 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,691,456 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CONNELL CFO AND TREASURER | PersonNm |
| Phone | 4255596301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1980 112TH AVENUE 210 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TORSTEN HIRCHE | ||||||||
| PRESIDENT & CEO | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $1,174,707 | $39,553 | |
| JESSE BOND | ||||||||
| CHAIR & DIRECTOR | 0.10 | 2.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREG RUSSELL | ||||||||
| VICE CHAIR & CHAIR | 0.10 | 2.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARB BENNETT | ||||||||
| DIRECTOR & VICE CHAIR | 0.10 | 2.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CATHY DANIGELIS | ||||||||
| DIRECTOR | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | ||
| KATHI LENTZSCH | ||||||||
| DIRECTOR | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT LUMSDEN | ||||||||
| DIRECTOR (THROUGH NOVEMBER 2024) | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | ||
| JIM MELHORN | ||||||||
| DIRECTOR | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | ||
| JOY MOORE | ||||||||
| DIRECTOR | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | ||
| LISA NELSON | ||||||||
| DIRECTOR (THROUGH NOVEMBER 2024) | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | ||
| MARY WAGNER | ||||||||
| DIRECTOR | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL CONNELL | ||||||||
| TREASURER & CFO | 1.00 | 39.00 | Yes (X) | $0 | $637,622 | $23,767 | ||
| MICHELE LUKE | ||||||||
| SECRETARY | 1.00 | 39.00 | Yes (X) | $0 | $118,517 | $7,083 | ||
| ADRIENE IVERSON | ||||||||
| SR. VP OF CUSTOMER EXPERIENCE | 34.00 | 6.00 | $404,085 | $0 | $22,330 | Yes (X) | ||
| CARLA SANCHEZ | ||||||||
| VP OF OPERATIONS | 40.00 | 0.00 | $352,896 | $0 | $9,037 | Yes (X) | ||
| CARMEL DOLCINE-JOSEPH | ||||||||
| VP OF WELLNESS | 40.00 | 0.00 | $347,898 | $0 | $14,792 | Yes (X) | ||
| MEREDITH BRADSHAW | ||||||||
| VP OF MARKETING & COMMUNICATIONS | 40.00 | 0.00 | $208,201 | $0 | $13,152 | Yes (X) | ||
| MONICA STINSON | ||||||||
| VP OF HUMAN RESOURCES | 40.00 | 0.00 | $293,732 | $0 | $9,950 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,606,812 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,930,846 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $139,664 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRELUDE SERVICES | |||||
| 5095 RITTER ROAD SUITE 112 | MECHANICSBURG | PA | 17055 | IT CONSULTING | $449,034 |
| KORN FERRY | |||||
| 1900 AVENUE OF STARS SUITE 2600 | LOS ANGELES | CA | 90067 | FINANCE CONSULTING | $242,000 |
| HANSON BRIDGETT LLP | |||||
| 425 MARKET STREET 26TH FLOOR | SAN FRANCISCO | CA | 94105 | LEGAL SERVICES | $174,935 |
| GERONTOLOGICAL SERVICES LLC | |||||
| 1980 112TH AVENUE NE SUITE 210 | BELLEVUE | WA | 98004 | CONSULTING SERVICES | $129,890 |
| CLIFTONLARSONALLEN LLP | |||||
| PO BOX 31001-2443 | PASADENA | CA | 911102443 | AUDIT/TAX SERVICES | $106,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,244,168 | RelatedOrganizationsAmt |
| All Other Contributions | $6,942 | AllOtherContributionsAmt |
| Total Contributions | $1,251,110 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 561000 | $1,418,810 | $1,418,810 |
| CARE COORDINATION SVC | 623990 | $375,707 | $375,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,794,517 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $649,744 | TotalRevenueColumnAmt |
| Exclusion | $649,744 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,106,799 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $26,323 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,106,799 | SecuritiesAmt |
| Other | -$26,323 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,080,476 | TotalRevenueColumnAmt |
| Exclusion | $1,080,476 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $870 | TotalRevenueColumnAmt |
| Exclusion | $870 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $870 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,776,717 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,794,517 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,731,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,639,178 | TotalAmt |
| Program Services | $58,925 | ProgramServicesAmt |
| Management And General | $3,164,729 | ManagementAndGeneralAmt |
| Fundraising | $415,524 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,687 | TotalAmt |
| Program Services | $20,660 | ProgramServicesAmt |
| Management And General | $43,027 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,652 | TotalAmt |
| Program Services | $57,685 | ProgramServicesAmt |
| Management And General | $222,579 | ManagementAndGeneralAmt |
| Fundraising | $8,388 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,028 | TotalAmt |
| Program Services | $59,705 | ProgramServicesAmt |
| Management And General | $142,977 | ManagementAndGeneralAmt |
| Fundraising | $13,346 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,534 | TotalAmt |
| Management And General | $69,534 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,936 | TotalAmt |
| Management And General | $272,936 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,119,759 | TotalAmt |
| Program Services | $42,000 | ProgramServicesAmt |
| Management And General | $1,077,759 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,348 | TotalAmt |
| Program Services | -$37,442 | ProgramServicesAmt |
| Management And General | $95,790 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,638,070 | TotalAmt |
| Program Services | $977,539 | ProgramServicesAmt |
| Management And General | $659,731 | ManagementAndGeneralAmt |
| Fundraising | $800 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,035 | TotalAmt |
| Program Services | $22,687 | ProgramServicesAmt |
| Management And General | $340,348 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,154 | TotalAmt |
| Program Services | $79,128 | ProgramServicesAmt |
| Management And General | $37,026 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,716 | TotalAmt |
| Program Services | $3,592 | ProgramServicesAmt |
| Management And General | $899 | ManagementAndGeneralAmt |
| Fundraising | $225 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,347 | TotalAmt |
| Program Services | $271,347 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,723 | TotalAmt |
| Management And General | $100,723 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| MISCELLENOUS | $730,603 | $730,603 | |
| TRAINING | $75,788 | $24,228 | $51,560 |
| SUPPLIES | $31,047 | $31,047 | |
| RECRUITING | $11,598 | $11,598 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$4,809,695 | TotalAmt |
| Program Services | $41,425 | ProgramServicesAmt |
| Management And General | -$4,851,120 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,261,508 | TotalAmt |
| Program Services | $1,691,456 | ProgramServicesAmt |
| Management And General | $2,131,769 | ManagementAndGeneralAmt |
| Fundraising | $438,283 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092,568 | BOYAmt |
| EOY | $1,713,594 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,742 | BOYAmt |
| EOY | $255,673 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,454,950 | BOYAmt |
| EOY | $802,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,172,935 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,015,535 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,650 | BOYAmt |
| EOY | $157,400 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,065,243 | BOYAmt |
| EOY | $4,456,837 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,392 | BOYAmt |
| EOY | $8,392 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,257,573 | BOYAmt |
| EOY | $18,088,898 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,662,118 | BOYAmt |
| EOY | $25,483,543 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,894,479 | BOYAmt |
| EOY | $7,319,667 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,149,303 | BOYAmt |
| EOY | $836,460 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,043,782 | BOYAmt |
| EOY | $8,156,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,908,197 | BOYAmt |
| EOY | $15,415,511 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,710,139 | BOYAmt |
| EOY | $1,911,905 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,618,336 | BOYAmt |
| EOY | $17,327,416 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,662,118 | BOYAmt |
| EOY | $25,483,543 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $515,209 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$806,129 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 6 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,705,139 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $201,766 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,906,905 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,615,559 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $89,580 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,705,139 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,449,675 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $165,884 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,615,559 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,265,211 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $184,464 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,449,675 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,560,492 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$295,281 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,265,211 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41080 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.58920 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $303,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $238,852 | DepreciationAmt |
| Book Value | $65,137 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $868,946 | OtherCostOrOtherBasisAmt |
| Depreciation | $776,683 | DepreciationAmt |
| Book Value | $92,263 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $157,400 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED ORGANIZATIONS | $17,007,298 |
| REFUNDABLE DEPOSITS | $17,804 |
| CAPITAL CONTRIBUTIONS | $281,930 |
| RIGHT-OF-USE LEASE ASSETS | $781,866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $18,088,898 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE LEASE LIABILITIES | Desc |
| Amt | $836,460 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $836,460 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ALL OF THE ECA ENDOWMENT FUNDS REQUIRE THE INCOME FROM THE FUNDS TO BE USED FOR THE CHARITY CARE OF RESIDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TORSTEN HIRCHE | ||||||||||||||
| PRESIDENT & CEO | $0 | $794,632 | $0 | $371,277 | $0 | $8,798 | $0 | $13,800 | $0 | $25,753 | $0 | $1,214,260 | $0 | $0 |
| MICHAEL CONNELL | ||||||||||||||
| TREASURER & CFO | $0 | $487,183 | $0 | $58,504 | $0 | $91,935 | $0 | $13,800 | $0 | $9,967 | $0 | $661,389 | $0 | $0 |
| ADRIENE IVERSON | ||||||||||||||
| SR. VP OF CUSTOMER EXPERIENCE | $402,794 | $0 | $0 | $0 | $1,291 | $0 | $13,240 | $0 | $9,090 | $0 | $426,415 | $0 | $0 | $0 |
| CARMEL DOLCINE-JOSEPH | ||||||||||||||
| VP OF WELLNESS | $294,552 | $0 | $53,190 | $0 | $156 | $0 | $0 | $0 | $14,792 | $0 | $362,690 | $0 | $0 | $0 |
| CARLA SANCHEZ | ||||||||||||||
| VP OF OPERATIONS | $285,857 | $0 | $66,349 | $0 | $690 | $0 | $2,744 | $0 | $6,293 | $0 | $361,933 | $0 | $0 | $0 |
| MONICA STINSON | ||||||||||||||
| VP OF HUMAN RESOURCES | $248,033 | $0 | $44,905 | $0 | $794 | $0 | $3,480 | $0 | $6,470 | $0 | $303,682 | $0 | $0 | $0 |
| MEREDITH BRADSHAW | ||||||||||||||
| VP OF MARKETING & COMMUNICATIONS | $164,962 | $0 | $43,052 | $0 | $187 | $0 | $2,552 | $0 | $10,600 | $0 | $221,353 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 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 2024 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. 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 FESS: PROGRAM SERVICE EXPENSES 42,000. MANAGEMENT AND GENERAL EXPENSES 1,077,759. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,119,759. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 OF CAMARILLO | |||||||||||
| 1301 MARINA VILLAGE PARKWAY SUITE 2 | ALAMEDA | CA | 94501 | 943351613 | SENIOR LIVING | CA | 501(C)(3) | LINE 10 | ELDER CARE ALLIANCE | Yes (1) | |
| 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 | Yes (1) | |
| ELDER CARE ALLIANCE OF SAN MATEO | |||||||||||
| 1301 MARINA VILLAGE PARKWAY SUITE 2 | ALAMEDA | CA | 94501 | 940831870 | AGE-RESTRICTED APARTMENTS | CA | 501(C)(3) | LINE 10 | ELDER CARE ALLIANCE | Yes (1) | |
| 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 | Yes (1) | |
| 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 | Yes (1) | |
| 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 | Yes (1) | |
| 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 | PROVIDE CARE FOR SENIORS | WA | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| TRANSFORMING AGE FOUNDATION | |||||||||||
| 1980 112TH AVENUE SUITE 210 | BELLEVUE | WA | 98004 | 911586491 | FUNDRAISING | 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 | 0 | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| A | $101,933 | CASH |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| A | $39,903 | CASH |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||
| C | $1,244,168 | CASH |
| MERCY RETIREMENT AND CARE CENTER | ||
| M | $1,064,130 | FMV |
| MERCY RETIREMENT AND CARE CENTER | ||
| L | $806,197 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| L | $380,833 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| L | $1,091,194 | FMV |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||
| L | $884,679 | FMV |
| ELDER CARE ALLIANCE OF SAN MATEO | ||
| L | $126,234 | FMV |
| MERCY RETIREMENT AND CARE CENTER | ||
| D | $1,500,000 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| D | $1,319,489 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| D | $3,881,536 | FMV |
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