Form 990 for tax year 2023
Filed by ELDER CARE ALLIANCE OF SAN MATEO.
Totals
- Total revenue
- $4,678,527
- Total expenses
- $4,577,584
- Contributions and grants received
- $120,807
- Grants paid
- $0
- Program service revenue
- $4,378,347
- Investment income
- $0
- Other revenue
- $179,373
- Total assets, end of year
- $48,398,003
- Total liabilities, end of year
- $28,268,845
- Net assets or fund balances, end of year
- $20,129,158
- Program services expenses (Part IX)
- $2,917,318
- Management and general expenses
- $1,660,266
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,917,318
Program services were 63.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
TORSTEN HIRCHE
PRESIDENT (AS OF 1/1/24)
- Total calculated
- $1,184,579
- From this org
- $0
- From related orgs
- $1,155,028
- Other
- $29,551
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $774,419 related
- Bonus
- $0 + $380,609 related
- Other
- $0
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $16,351 related
- Filer's total
- $0 + $1,184,579 related
-
MICHAEL CONNELL
TREASURER & CFO (AS OF MAY 2024)
- Total calculated
- $683,447
- From this org
- $0
- From related orgs
- $645,813
- Other
- $37,634
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $464,383 related
- Bonus
- $0 + $181,430 related
- Other
- $0
- Deferred
- $0 + $16,884 related
- Nontaxable benefits
- $0 + $20,750 related
- Filer's total
- $0 + $683,447 related
-
ADRIENE IVERSON
CEO
- Total calculated
- $439,078
- From this org
- $0
- From related orgs
- $429,431
- Other
- $9,647
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $396,241 related
- Bonus
- $0 + $31,900 related
- Other
- $0 + $1,290 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $9,647 related
- Filer's total
- $0 + $439,078 related
-
MICHELLE LUKE
SECRETARY (AS OF 1/1/24)
- Total calculated
- $108,800
- From this org
- $0
- From related orgs
- $99,416
- Other
- $9,384
- Hours/week
- 1 + 39 related
-
BING ISENBERG
INTERIM CFO (THROUGH MAY 2024)
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
JOY MOORE
CHAIR & DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
JESSE BOND
CHAIR (AS OF 1/1/24)
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
GERALDINE MCGRATH
VICE CHAIR (THROUGH 12/31/23)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
GREG RUSSELL
VICE CHAIR (AS OF 1/1/24)
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
JACKIE EJUWA
SECRETARY (THROUGH 12/31/23)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
MARY WAGNER
IMMEDIATE PAST CHAIR (AS OF 1/1/24)
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
BARB BENNETT
DIRECTOR (AS OF 1/1/24)
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
CATHY DANIGELIS
DIRECTOR (AS OF 1/1/24)
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
KATHI LENTZSCH
DIRECTOR (AS OF 1/1/24)
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
SCOTT LUMSDEN
DIRECTOR (AS OF 1/1/24)
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
JIM MELHORN
DIRECTOR (AS OF 1/1/24)
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
LISA NELSON
DIRECTOR (AS OF 1/1/24)
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE MANAGEMENT COMPANY AND RELATED ORGANIZATION, ELDER CARE ALLIANCE (ECA), USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · MANAGEMENT · CA
Directly controlled by TRANSFORMING AGE
-
ELDER CARE ALLIANCE OF SAN RAFAEL
501(C)(3) · SENIOR LIVING · CA
Directly controlled by ELDER CARE ALLIANCE
-
ELDER CARE ALLIANCE OF SAN FRANCISCO
501(C)(3) · SENIOR LIVING · CA
Directly controlled by ELDER CARE ALLIANCE
-
ELDER CARE ALLIANCE OF CAMARILLO
501(C)(3) · SENIOR LIVING · CA
Directly controlled by ELDER CARE ALLIANCE
-
ELDER CARE ALLIANCE OF UNION CITY
501(C)(3) · SENIOR LIVING · CA
Directly controlled by ELDER CARE ALLIANCE
-
MERCY RETIREMENT AND CARE CENTER
501(C)(3) · SENIOR LIVING · CA
Directly controlled by ELDER CARE ALLIANCE
-
PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST
501(C)(3) · PROVIDE CARE FOR SENIORS · WA
Directly controlled by TRANSFORMING AGE
-
501(C)(3) · PROVIDE SENIOR SERVICES · WA
Directly controlled by TRANSFORMING AGE
-
501(C)(3) · SENIOR LIVING · WA
Directly controlled by PRESBYTERIAN RETIREMENT COMMUNITIES NW
-
501(C)(3) · SERVICES FOR THE ELDERLY · WA
Directly controlled by TRANSFORMING AGE
-
501(C)(3) · SENIOR LIVING · NE
Directly controlled by TRANSFORMING AGE
-
501(C)(3) · BENEFIT RESIDENTS AND EMPLOYEES OF CHRISTIAN RETIREMENT HOMES · NE
Directly controlled by TRANSFORMING AGE
-
GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON
501(C)(3) · SENIOR LIVING · WA
Directly controlled by TRANSFORMING AGE
-
DOWNTOWN ACTION TO SAVE HOUSING
501(C)(3) · HOUSING · WA
Directly controlled by TRANSFORMING AGE
-
501(C)(3) · ASSISTED LIVING · WA
Directly controlled by TRANSFORMING AGE
-
SENIOR HOUSING ASSISTANCE GROUP
501(C)(3) · SENIOR LIVING · WA
Directly controlled by TRANSFORMING AGE
-
SHAG COMMUNITY LIFE FOUNDATION
501(C)(3) · AFFORDABLE SENIOR LIVING · WA
Directly controlled by TRANSFORMING AGE
-
501(C)(3) · MANAGEMENT SERVICES · WA
-
PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST FOUNDATION
501(C)(3) · FUNDRAISING · WA
Directly controlled by TRANSFORMING AGE
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · FOR-PROFIT VENTURES AND ACTIVITIES · WA
-
SENIOR HOUSING ASSISTANCE CORPORATION
C · LOW-INCOME HOUSING · WA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511359349306316
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