2026-08-14T10:08:21-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-10-01 910579225 FRED LIND MANOR FRED 4255596301 1980 112TH AVENUE 210 BELLEVUE WA 98004 MICHAEL CONNELL TREASURER & CFO 4255596301 2026-08-13 1 1 KURT BENNION CPA P01469618 4252506100 2026-08-13 2024 2025-03-06 01:10:19Z TORSTEN HIRCHE 1980 112TH AVENUE 210 BELLEVUE WA 98004 7285876 0 X WWW.TRANSFORMINGAGE.ORG X 1945 WA FRED LIND MANOR PROVIDES HOUSING AND ASSISTED LIVING SERVICES TO PERSONS 55 AND OLDER. 9 8 122 10 0 0 10998 42783 5454861 6604323 90225 169152 27190 8855 5583274 6825113 0 585068 0 0 3667847 4077985 0 0 0 3151319 3589704 6819166 8252757 -1235892 -1427644 11346083 11174404 17210751 18302591 -5864668 -7128187 FRED LIND MANOR PROVIDES HOUSING AND ASSISTED LIVING SERVICES TO PERSONS 55 AND OLDER. 0 0 6522330 585068 6604323 FRED LIND MANOR PROVIDES EXEMPLARY HOUSING, HEALTHCARE AND PROGRAMMING FOR SENIORS THAT IS COMPASSIONATE AND AFFORDABLE, THAT MAXIMIZES THE SPIRITUAL, INTELLECTUAL, EMOTIONAL AND PHYSICAL QUALITY OF LIFE AND ENCOURAGES INDEPENDENCE AND PRODUCTIVITY. 6522330 1 1 0 0 0 0 0 0 1 0 1 0 0 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 0 1 0 0 0 1 33 0 1 122 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 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 JESSE BOND CHAIR & CHAIR 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 MICHAEL CONNELL TREASURER & CFO 1.00 39.00 X 0 637621 23767 MICHELE LUKE SECRETARY 1.00 39.00 X 0 118517 7083 MIKE MARTIN EXECUTIVE DIRECTOR 1.00 39.00 X 134727 0 8408 134727 1930845 78811 1 0 1 0 OUR KITCHEN AND BATH REMODEL LLC 331 NE 6TH PLACE RENTON WA 98056 CONSTRUCTION 203882 MCKINSTRY CO LLC PO BOX 3895 SEATTLE WA 98124 HVAC MAINTENANCE 134313 2 42783 42783 RESIDENT REVENUES 623000 6445159 6445159 ANCILLARY SERVICES 623000 159164 159164 6604323 86664 86664 543251 460763 82488 82488 82488 MISCELLANEOUS REVENUE 900099 8855 8855 8855 6825113 6604323 0 178007 585068 585068 3340668 2921483 419185 36342 28820 7522 446045 405264 40781 254930 220422 34508 496308 496308 275370 275370 18999 18999 8332 8332 321255 242920 78335 107851 107851 48301 35755 12546 82632 19314 63318 329723 323306 6417 14647 8470 6177 1204 477 727 394826 394826 741248 741248 89454 89454 EQUIPMENT 379463 367625 11838 RESIDENT EXPENSES 116631 108607 8024 FOOD AND DIETARY 85716 85716 MISCELLANEOUS EXPENSES 26277 2690 23587 51467 30319 21148 8252757 6522330 1730427 0 20104 177047 868804 913737 191928 97203 40318 59892 12522491 7772495 5284182 4749996 2552521 2255883 2388226 2920646 11346083 11174404 956893 1013700 20114 13472 9114176 8960076 7119568 8315343 17210751 18302591 X -5864668 -7128187 -5864668 -7128187 11346083 11174404 -1427644 164125 0 X X 0 1 X 1 0 X 9680 42821 5670 10998 42783 111952 5093632 5080747 5427715 5454861 6604323 27661278 5103312 5123568 5433385 5465859 6647106 27773230 0 0 0 27773230 44757 71263 68914 87612 86664 359210 44757 71263 68914 87612 86664 359210 35271 579 86036 27190 8855 157931 5183340 5195410 5588335 5580661 6742625 28290371 0.98170 0.98140 0.01270 0.01270 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 127125 127125 11313739 7047226 4266513 166355 27524 138831 915272 697745 217527 4749996 DUE FROM RELATED ORGANIZATIONS 2920646 2920646 DUE TO RELATED ORGANIZATIONS 8315343 8315343 X PART IV, LINE 2B: THE ORGANIZATION HOLDS WAIT LIST DEPOSITS FOR FUTURE RESIDENTS IN A BANK ACCOUNT. IF AN INDIVIDUAL MOVES INTO A ROOM, THE AMOUNT IS CREDITED TO THEIR ACCOUNT. IF AN INDIVIDUAL OPTS OUT OF THE WAIT LIST, THE MONEY IS REFUNDED TO THEM. THE ORGANIZATION HOLDS RESIDENT FUNDS IN TRUST, ACCOUNTING INDIVIDUALLY FOR EACH RESIDENT'S FUNDS. RESIDENT FUNDS ARE HELD IN A SEPARATE INTEREST-BEARING ACCOUNT. RESIDENTS MAY WITHDRAW THEIR FUNDS BY SUBMITTING A REQUEST TO THEIR FACILITY DIRECTOR. PART X, LINE 2: FRED LIND MANOR 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 THESE 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 TRANSFORMING AGE 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 320672552 501(C)(3) 585068 0 GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: GRANTS TO RELATED ORGANIZATIONS ARE MONITORED THROUGH DISCUSSION AND OBSERVATION WITH THE GRANTEE ORGANIZATION. 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 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 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 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 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 943155152 HOUSING WA 501(C)(3) LINE 7 TRANSFORMING AGE 0 EASTMONT FOUNDATION 6315 O STREET LINCOLN NE 68510 911767080 BENEFIT THE 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 MATEO 1301 MARINA VILLAGE PARKWAY SUITE 2 ALAMEDA CA 94501 940831870 AGE-RESTRICTED APARTMENTS 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 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 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 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 BENEFIT RESIDENTS AND EMPLOYEES OF PRESBYTERIAN RETIREMENT COMMUNITIES NW WA 501(C)(3) LINE 12A, I 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 TRANSFORMING AGE 1980 112TH AVENUE SUITE 210 BELLEVUE WA 98004 320672552 MANAGEMENT SERVICES WA 501(C)(3) LINE 12B, II N/A 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