2026-08-17T17:37:59-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-10-01 320672552 TRANSFORMING AGE TRAN 4255596301 1980 112TH AVENUE 210 BELLEVUE WA 98004 MICHAEL CONNELL TREASURER & CFO 4255596301 2026-08-13 1 0 KURT BENNION CPA P01469618 4252506100 2026-08-13 2024 2025-03-06 01:10:19Z TORSTEN HIRCHE 1980 112TH AVENUE 210 BELLEVUE WA 98004 27116445 0 X WWW.TRANSFORMINGAGE.ORG X 2019 WA PROVIDE SUPPORT TO SUBSIDIARY ORGANIZATIONS. 9 8 75 0 0 0 0 12403616 11514233 13357959 763169 431628 288669 849982 12566071 27043185 2305000 3600000 0 0 10451135 12132790 0 0 0 3451589 6116065 16207724 21848855 -3641653 5194330 28714675 34775711 6768545 7581893 21946130 27193818 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 21848855 3600000 13357959 DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, TRANSFORMING AGE PROVIDED SUPPORT SERVICES TO 501(C)(3) SUBSIDIARY ORGANIZATIONS, INCLUDING PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST (DBA: PARKSHORE), GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON (DBA: PARKSHORE JUANITA BAY), CHRISTIAN RETIREMENT HOMES (DBA: EASTMONT), FRED LIND MANOR, FULL LIFE CARE, DOWNTOWN ACTION TO SAVE HOUSING (DBA: DASH), SENIOR HOUSING ASSISTANCE GROUP (DBA: SHAG), NORSE HOME, ELDER CARE ALLIANCE, AND SIX SUBSIDIARY ORGANIZATIONS OF ELDER CARE ALLIANCE. 21848855 1 1 0 1 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 1 1 1 1 0 0 1 32 0 1 75 1 0 0 0 0 0 0 0 0 0 0 1 0 X 9 8 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 24.00 16.00 X X 1174707 0 39553 MICHAEL CONNELL TREASURER & CFO 24.00 16.00 X 637622 0 23767 KENNETH NOREEN VP OF CCRC'S 20.00 20.00 X 478728 0 18539 ASHLEE GRAY GENERAL COUNSEL 24.00 16.00 X 356566 0 25267 HAROLD KNIGHT SVP OF STRATEGY & PARTNERSHIPS 20.00 20.00 X 357688 0 0 TED MACBETH VP OF REAL ESTATE DEVELOPMENT 20.00 20.00 X 303915 0 33284 KIMBERLY HENDERSON VP OF FINANCE & ACCOUNTING 40.00 0.00 X 291061 0 14131 MICHELE LUKE SECRETARY 24.00 16.00 X 118517 0 7083 JESSE BOND CHAIR & DIRECTOR 0.50 1.80 X X 0 0 0 GREG RUSSELL VICE CHAIR & CHAIR 0.50 1.80 X X 0 0 0 BARB BENNETT DIRECTOR & VICE CHAIR 0.50 1.80 X 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 (THROUGH NOVEMBER 2024) 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 (THROUGH NOVEMBER 2024) 0.50 1.80 X 0 0 0 MARY WAGNER DIRECTOR 0.50 1.80 X 0 0 0 3718804 0 161624 80 0 1 0 WORKDAY INC 6110 STONERIDGE MALL ROAD PLEASANTON CA 94588 PAYROLL & ACCOUNTING SERVICES 1023866 ADP INC 1 ADP BOULEVARD ROSELAND NJ 07068 PAYROLL SERVICES 494274 ORACLE AMERICA INC 500 ORACLE PARKWAY REDWOOD SHORES CA 94065 ACCOUNTING SERVICES 490474 CLIFTONLARSONALLEN LLP 220 S SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 AUDIT & TAX SERVICES 429102 CDW GOVERNMENT LLC 200 N MILWAUKEE AVENUE VERNON HILLS IL 60061 IT HARDWARE & SERVICES 305192 11 12403116 500 12403616 MANAGEMENT FEES 561000 10657747 10657747 DEVELOPMENT FEES 561000 2067108 2067108 CONSULTING FEES 561000 633104 633104 13357959 504888 504888 427508 0 427508 427508 427508 73260 -73260 -73260 -73260 MISCELLANEOUS INCOME 900099 422474 422474 422474 27043185 13357959 0 1281610 3600000 3600000 2001249 2001249 8619932 8619932 253400 253400 586837 586837 671372 671372 275540 275540 107386 107386 -15073 -15073 1564900 1564900 20292 20292 93040 93040 851287 851287 417017 417017 8342 8342 22926 22926 665921 665921 232324 232324 41971 41971 EMPLOYEE EXPENSES 1193313 1193313 SALES TAXES 339272 339272 MISCELLANEOUS EXPENSES 153553 153553 LICENSES & FEES 65332 65332 78722 78722 21848855 21848855 0 0 2823467 3500381 12262 6206546 1709706 5083033 210000 351631 987912 1454387 9512428 2404408 5918438 7108020 2635997 2635997 14416893 8435716 28714675 34775711 3055242 3995648 234556 3371403 3313266 341900 38423 6768545 7581893 X 21946130 27193818 21946130 27193818 28714675 34775711 5194330 53358 0 X X 0 1 X 1 0 X X X 8 PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST 910666887 10 1 16281030 0 GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON 910630507 10 0 0 0 CHRISTIAN RETIREMENT HOMES 476041813 10 0 2487457 0 FRED LIND MANOR 910579225 10 0 866780 0 FULL LIFE CARE 911095588 7 0 1524257 0 DOWNTOWN ACTION TO SAVE HOUSING 943155152 10 0 324401 0 SENIOR HOUSING ASSISTANCE GROUP 943063455 10 0 0 0 NORSE HOME 910667588 10 0 63120 0 8 21547045 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. PART I, LINE 12G, COLUMN IV: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 338 338 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 3778650 1947128 1831522 12719 2014 10705 620261 455266 164995 1509767 1509767 7108020 INVESTMENT IN SUBSIDIARIES 2635997 C 2635997 DUE FROM RELATED ORGANIZATIONS 8435716 8435716 RIGHT-OF-USE LEASE LIABILITIES 38423 38423 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 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 PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 910666887 501(C)(3) 3600000 0 GENERAL OPERATING SUPPORT 1 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 1 1 0 0 TORSTEN HIRCHE PRESIDENT & CEO 794632 0 371277 0 8798 0 13800 0 25753 0 1214260 0 0 0 MICHAEL CONNELL TREASURER & CFO 487183 0 58504 0 91935 0 13800 0 9967 0 661389 0 0 0 KENNETH NOREEN VP OF CCRC'S 399947 0 78781 0 0 0 13800 0 4739 0 497267 0 0 0 ASHLEE GRAY GENERAL COUNSEL 289348 0 67218 0 0 0 13800 0 11467 0 381833 0 0 0 HAROLD KNIGHT SVP OF STRATEGY & PARTNERSHIPS 293295 0 64095 0 298 0 0 0 0 0 357688 0 0 0 TED MACBETH VP OF REAL ESTATE DEVELOPMENT 272772 0 31143 0 0 0 12893 0 20391 0 337199 0 0 0 KIMBERLY HENDERSON VP OF FINANCE & ACCOUNTING 243851 0 47210 0 0 0 10260 0 3871 0 305192 0 0 0 PART I, LINE 6 THE PRESIDENT & CEO MAY RECEIVE AN ANNUAL INCENTIVE BONUS, SUBJECT TO THE SOLE AND COMPLETE DISCRETION OF THE 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 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 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 303266 5258959 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 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 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 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 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 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 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 1 1 1 1 0 0 0 0 0 1 1 1 1 1 1 0 1 0 0 PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST B 3600000 CASH PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST C 11818048 CASH FRED LIND MANOR C 585068 CASH PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST D 4000000 CONTRACT FULL LIFE CARE D 570719 CONTRACT NORSE HOME D 210000 CONTRACT PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST J 1885084 CONTRACT PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST L 7261010 COST FULL LIFE CARE L 872772 COST FRED LIND MANOR L 496308 COST CHRISTIAN RETIREMENT HOMES L 1424289 COST DOWNTOWN ACTION TO SAVE HOUSING L 185748 COST PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST K 283591 CONTRACT