2024-08-14T19:27:56-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2022-10-01 911095588 FULL LIFE CARE FULL 2062243741 800 JEFFERSON STREET 620 SEATTLE WA 98104 MICHAEL CONNELL TREASURER & CFO 2062243741 2024-08-13 1 0 KURT BENNION CPA P01469618 4252506100 2024-08-01 2022 2024-08-08 14:25:15Z TORSTEN HIRCHE 800 JEFFERSON STREET 620 SEATTLE WA 98104 17874564 0 X WWW.FULLLIFECARE.ORG X 1980 WA ENHANCING THE QUALITY OF LIFE FOR FRAIL ELDERS WITH CHRONIC OR TERMINAL ILLNESSES & DISABILITIES. 10 9 647 397 0 0 2679188 134410 18403479 17361787 -48074 10370 106362 242178 21140955 17748745 0 0 0 0 17625054 15569867 0 0 0 2341623 3572962 19966677 19142829 1174278 -1394084 6934329 8433378 4389473 7282606 2544856 1150772 X FULL LIFE CARE IS DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR FRAIL ELDERS WITH CHRONIC OR TERMINAL ILLNESSES AND DISABILITIES. FULL LIFE CARE RESPECTS THE DIGNITY OF PARTICIPANTS AND PROVIDES FOR THEM WITH CARE AND COMPASSION. FULL LIFE CARE IS COMMITTED, THROUGH PROGRAMS OF HEALTH AND SOCIAL SERVICES, TO THE INDEPENDENCE AND WELL-BEING OF ALL PARTICIPANTS AND PROVIDING RESPITE FOR CAREGIVERS. 0 0 17466093 0 17361787 HOME CARE SERVICESFULL LIFE CARE PROVIDED IN-HOME CARE SERVICES TO HUNDREDS OF CLIENTS WITH OVER 350 HOME CARE AIDES. THIS SERVICE ALLOWS THE CLIENT TO REMAIN IN THEIR HOME FOR AS LONG AS POSSIBLE AND AVOID INSTITUTIONAL CARE OF THE RISK OF HOMELESSNESS.ADULT DAY SERVICESFULL LIFE CARE PROVIDED ADULT DAY HEALTH CARE TO OVER 875 FRAIL ELDERS AND ADULTS WITH DISABILITIES AT 3 LOCATIONS IN KING AND SNOHOMISH COUNTIES. SERVICES INCLUDED SKILLED NURSING, REHABILITATIVE THERAPY, AND SOCIAL PROGRAMS WHICH HELPED PERSONS WITH CHRONIC HEALTH CONDITIONS SUCH AS STROKE, DEMENTIA, ACQUIRED BRAIN INJURY, AND DEVELOPMENT DISABILITIES AVOID LIFE IN A NURSING HOME OR OTHER INSTITUTIONAL SETTING. THESE ADULT DAY HEALTH PROGRAMS PROVIDED RESPITE TO HUNDREDS OF FAMILY CARE GIVERS.HOUSING SUPPORTSONGOING SUPPORTS TO HELP PEOPLE FIND AND KEEP STABLE, INDEPENDENT HOUSING. SERVICES INCLUDE: HOUSING ASSESSMENTS, IDENTIFYING HOUSING RESOURCES, SUPPORT OBTAINING A LEASE, INDEPENDENT LIVING SKILLS DEVELOPMENT, LANDLORD RELATIONS, AND CRISIS MANAGEMENT. ELDER FRIENDSVOLUNTEER-BASED PROGRAM PROVIDING COMPANIONSHIP AND ADVOCACY FOR ISOLATED OLDER ADULTS. ROOTED IN LIFE'S SIMPLE PLEASURES: FRIENDSHIP, LAUGHTER AND GOOD FOOD. 17466093 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 8 0 647 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 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 NO 210 BELLEVUE WA 98004 X TORSTEN HIRCHE PRESIDENT & CEO 1.00 39.00 X X 0 944982 27682 SCOTT LUMSDEN CHAIR & DIRECTOR 0.10 1.60 X X 0 0 0 MARY WAGNER VICE CHAIR & CHAIR 0.10 1.60 X X 0 0 0 BARB BENNETT DIRECTOR 0.10 1.60 X 0 0 0 JESSE BOND DIRECTOR & VICE CHAIR 0.10 1.60 X X 0 0 0 CATHY DANIGELIS DIRECTOR 0.10 1.60 X 0 0 0 JOHN IWANSKI DIRECTOR (THROUGH OCTOBER 2022) 0.10 1.60 X 0 0 0 JIM MELHORN DIRECTOR 0.10 1.60 X 0 0 0 KARIN MILLER DIRECTOR 0.10 1.60 X 0 0 0 LISA NELSON DIRECTOR 0.10 1.60 X 0 0 0 GREG RUSSELL DIRECTOR 0.10 1.60 X 0 0 0 MICHAEL CONNELL TREASURER & CFO 1.00 39.00 X 0 531886 20998 MICHELLE LUKE SECRETARY 1.00 39.00 X 0 100350 5100 0 1577218 53780 0 0 1 0 ASIAN COUNSELING & REFERRAL SE 3639 MARTIN LUTHER KING JR WAY S SEATTLE WA 98144 COUNSELING 744480 CITY OF SEATTLE HUMAN SERVICES P O BOX 32415 SEATTLE WA 34215 AGING & HOUSING SERVICES 535844 SEIU HEALTHCARE NW TRAINING 15 S GRADY WAY STE 321 RENTON WA 98057 TRAINING & EDUCATION 149993 LANGLEY COMMERCIAL INVESTMENTS 720 WASHINGTON ST STE 645 PORTLAND OR 97205 PROPERTY INVESTMENT 145149 JBL 3 PROPERTIES 3440 FEDERAL DR STE 250 EAGAN MN 55122 PROPERTY MANAGEMENT 116726 5 134410 134410 HEALTHCARE SERVICES 621610 17361787 17361787 17361787 76 76 136113 125819 10294 10294 10294 OTHER INCOME 900099 242178 242178 242178 17748745 17361787 0 252548 12476749 12476749 45132 45132 1722901 1722901 1325085 1325085 885792 885792 2573 2573 25649 25649 545149 435694 109455 106734 106734 205880 205880 13732 13732 473380 471579 1801 129611 129611 3773 3701 72 24477 24477 167180 167180 553990 28882 525108 BAD DEBTS 178726 178726 OTHER EXPENSES 116790 97238 19552 FOOD 63720 63720 SUPPLIES 60583 60583 15223 15223 19142829 17466093 1676736 0 904037 1773336 125819 2454531 2838399 30704 44599 6132649 2730300 3300070 3402349 119168 374695 6934329 8433378 2769995 3119467 32469 1587009 3873028 0 290111 4389473 7282606 X 1971607 577523 573249 573249 2544856 1150772 6934329 8433378 -1394084 0 X 0 1 X 1 0 X 362316 289012 249115 2679188 134410 3714041 362316 289012 249115 2679188 134410 3714041 3714041 4081 21243 10978 2263 76 38641 155488 -46743 419660 106362 242178 876945 4629627 95418851 0.80220 0.81260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENT REVENUES RAFFLE REVENUES OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2098310 2098310 2739318 1794040 945278 625272 599085 26187 438885 337175 101710 230864 230864 3402349 RIGHT-OF-USE LEASE LIABILITIES 290111 290111 X PART X, LINE 2: FULL LIFE CARE 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, 2023 AND 2022. 0 0 0 0 0 0 0 0 0 TORSTEN HIRCHE PRESIDENT & CEO 0 746157 0 198825 0 0 0 12000 0 15682 0 972664 0 0 MICHAEL CONNELL TREASURER & CFO 0 531886 0 0 0 0 0 12000 0 8998 0 552884 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 VI, SECTION A, LINE 3 COMMUNITY DEVELOPMENT MANAGEMENT SERVICES ARE PROVIDED BY PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN OCTOBER 2022 TO DESIGNATE TRANSFORMING AGE, A WASHINGTON NONPROFIT CORPORATION, AS THE SOLE MEMBER AND TO RESERVE VARIOUS POWERS TO TRANSFORMING AGE IN ITS ROLE AS SOLE MEMBER. 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 ORGANIZATION PROVIDED ITS BOARD WITH COPIES OF THE FORM 990 TO 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 2022. 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. THE ENTIRE TRANSFORMING AGE SYSTEM SERVES APPROXIMATELY 14,000 PEOPLE IN SENIOR AND AFFORDABLE HOUSING AND COMMUNITY-BASED SERVICES, EMPLOYS 2,100 EMPLOYEES, GENERATES $155 MILLION IN TOTAL ANNUAL REVENUE AND HAS $718 MILLION IN TOTAL ASSETS. 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 TOWERS FOUNDATION 6315 O STREET LINCOLN NE 68510 911767080 BENEFIT RESIDENTS AND EMPLOYEES OF CRH NE 501(C)(3) LINE 10 TRANSFORMING AGE 0 FRED LIND MANOR 1980 112TH AVENUE NE SUITE 210 BELLEVUE WA 98004 910579225 PROVIDE SENIOR SERVICES WA 501(C)(3) LINE 10 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 PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST 1980 112TH AVENUE NE SUITE 210 BELLEVUE WA 98004 910666887 PROVIDE CARE FOR SENIORS WA 501(C)(3) LINE 10 TRANSFORMING AGE 0 PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST FOUNDATION 1980 112TH AVE NE 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 SHAG COMMUNITY LIFE FOUNDATION 14400 TUKWILA INTL BLVD SUITE 100 TUKWILA WA 98168 460779043 AFFORDABLE SENIOR LIVING WA 501(C)(3) LINE 10 TRANSFORMING AGE 0 TRANSFORMING AGE 1980 112TH AVE NE SUITE 210 BELLEVUE WA 98004 320672552 MANAGEMENT SERVICES WA 501(C)(3) LINE 12B, II N/A 0 VASHON ISLAND COMMUNITY CARE 1980 112TH AVENUE NE SUITE 210 BELLEVUE WA 98004 910703092 SENIOR LIVING WA 501(C)(3) LINE 10 PRESBYTERIAN RETIREMENT COMMUNITIES NW 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 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0