What the amendment changed
Compared with the return it replaced , filed 14 August 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $1,201,751 changed to $4,776,717
- Total expenses
- $854,247 changed to $4,261,508
- Contributions and grants received
- $2,327 changed to $1,251,110
- Program services expenses
- $202,865 changed to $1,691,456
- Management and general expenses
- $523,938 changed to $2,131,769
- Fundraising expenses
- $127,444 changed to $438,283
- Program service expenses (Part III)
- $202,865 changed to $1,691,456
Listed only on the later return
- CARLA SANCHEZ
- CARMEL DOLCINE-JOSEPH
- MEREDITH BRADSHAW
- MONICA STINSON
Listed under a different title
- ADRIENE IVERSON: CEO then SR. VP OF CUSTOMER EXPERIENCE
- BARB BENNETT: DIRECTOR then DIRECTOR & VICE CHAIR
- GREG RUSSELL: VICE CHAIR then VICE CHAIR & CHAIR
- JESSE BOND: CHAIR then CHAIR & DIRECTOR
- LISA NELSON: DIRECTOR then DIRECTOR (THROUGH NOVEMBER 2024)
- SCOTT LUMSDEN: DIRECTOR then DIRECTOR (THROUGH NOVEMBER 2024)
- TORSTEN HIRCHE: PRESIDENT then PRESIDENT & CEO
Totals
- Total revenue
- $4,776,717
- Total expenses
- $4,261,508
- Contributions and grants received
- $1,251,110
- Grants paid
- $0
- Program services expenses (Part IX)
- $1,691,456
- Management and general expenses
- $2,131,769
- Fundraising expenses
- $438,283
- Program service expenses (Part III)
- $1,691,456
Program services were 39.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
TORSTEN HIRCHE
PRESIDENT & CEO
- Total calculated
- $1,214,260
- From this org
- $0
- From related orgs
- $1,174,707
- Other
- $39,553
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $794,632 related
- Bonus
- $0 + $371,277 related
- Other
- $0 + $8,798 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $25,753 related
- Filer's total
- $0 + $1,214,260 related
-
JESSE BOND
CHAIR & DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
GREG RUSSELL
VICE CHAIR & CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
BARB BENNETT
DIRECTOR & VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
CATHY DANIGELIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
KATHI LENTZSCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
SCOTT LUMSDEN
DIRECTOR (THROUGH NOVEMBER 2024)
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
JIM MELHORN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
JOY MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
LISA NELSON
DIRECTOR (THROUGH NOVEMBER 2024)
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
MARY WAGNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 2.2 related
-
MICHAEL CONNELL
TREASURER & CFO
- Total calculated
- $661,389
- From this org
- $0
- From related orgs
- $637,622
- Other
- $23,767
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $487,183 related
- Bonus
- $0 + $58,504 related
- Other
- $0 + $91,935 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $9,967 related
- Filer's total
- $0 + $661,389 related
-
MICHELE LUKE
SECRETARY
- Total calculated
- $125,600
- From this org
- $0
- From related orgs
- $118,517
- Other
- $7,083
- Hours/week
- 1 + 39 related
-
ADRIENE IVERSON
SR. VP OF CUSTOMER EXPERIENCE
- Total calculated
- $426,415
- From this org
- $404,085
- From related orgs
- $0
- Other
- $22,330
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $402,794
- Bonus
- $0
- Other
- $1,291
- Deferred
- $13,240
- Nontaxable benefits
- $9,090
- Filer's total
- $426,415
-
CARLA SANCHEZ
VP OF OPERATIONS
- Total calculated
- $361,933
- From this org
- $352,896
- From related orgs
- $0
- Other
- $9,037
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $285,857
- Bonus
- $66,349
- Other
- $690
- Deferred
- $2,744
- Nontaxable benefits
- $6,293
- Filer's total
- $361,933
-
CARMEL DOLCINE-JOSEPH
VP OF WELLNESS
- Total calculated
- $362,690
- From this org
- $347,898
- From related orgs
- $0
- Other
- $14,792
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $294,552
- Bonus
- $53,190
- Other
- $156
- Deferred
- $0
- Nontaxable benefits
- $14,792
- Filer's total
- $362,690
-
MEREDITH BRADSHAW
VP OF MARKETING & COMMUNICATIONS
- Total calculated
- $221,353
- From this org
- $208,201
- From related orgs
- $0
- Other
- $13,152
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,962
- Bonus
- $43,052
- Other
- $187
- Deferred
- $2,552
- Nontaxable benefits
- $10,600
- Filer's total
- $221,353
-
MONICA STINSON
VP OF HUMAN RESOURCES
- Total calculated
- $303,682
- From this org
- $293,732
- From related orgs
- $0
- Other
- $9,950
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $248,033
- Bonus
- $44,905
- Other
- $794
- Deferred
- $3,480
- Nontaxable benefits
- $6,470
- Filer's total
- $303,682
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 — 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
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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.
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) · SENIOR LIVING · NE
Directly controlled by TRANSFORMING AGE
-
DOWNTOWN ACTION TO SAVE HOUSING
501(C)(3) · HOUSING · WA
Directly controlled by TRANSFORMING AGE
-
501(C)(3) · BENEFIT RESIDENTS AND EMPLOYEES OF CHRISTIAN RETIREMENT HOMES · NE
Directly controlled by TRANSFORMING AGE
-
ELDER CARE ALLIANCE OF CAMARILLO
501(C)(3) · SENIOR LIVING · CA · controlled entity
Directly controlled by ELDER CARE ALLIANCE
-
ELDER CARE ALLIANCE OF SAN FRANCISCO
501(C)(3) · SENIOR LIVING · CA · controlled entity
Directly controlled by ELDER CARE ALLIANCE
-
ELDER CARE ALLIANCE OF SAN MATEO
501(C)(3) · AGE-RESTRICTED APARTMENTS · CA · controlled entity
Directly controlled by ELDER CARE ALLIANCE
-
ELDER CARE ALLIANCE OF SAN RAFAEL
501(C)(3) · SENIOR LIVING · CA · controlled entity
Directly controlled by ELDER CARE ALLIANCE
-
ELDER CARE ALLIANCE OF UNION CITY
501(C)(3) · SENIOR LIVING · CA · controlled entity
Directly controlled by ELDER CARE ALLIANCE
-
501(C)(3) · PROVIDE SENIOR SERVICES · WA
Directly controlled by TRANSFORMING AGE
-
501(C)(3) · SERVICES FOR THE ELDERLY · WA
Directly controlled by TRANSFORMING AGE
-
GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON
501(C)(3) · SENIOR LIVING · WA
Directly controlled by TRANSFORMING AGE
-
MERCY RETIREMENT AND CARE CENTER
501(C)(3) · SENIOR LIVING · CA · controlled entity
Directly controlled by ELDER CARE ALLIANCE
-
501(C)(3) · ASSISTED LIVING · WA
Directly controlled by TRANSFORMING AGE
-
PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST
501(C)(3) · PROVIDE CARE FOR SENIORS · WA
Directly controlled by TRANSFORMING AGE
-
501(C)(3) · FUNDRAISING · WA
Directly controlled by TRANSFORMING AGE
-
SENIOR HOUSING ASSISTANCE GROUP
501(C)(3) · SENIOR LIVING · WA
Directly controlled by TRANSFORMING AGE
-
501(C)(3) · MANAGEMENT SERVICES · WA
Provenance
- Return type
- form_990
- Tax year
- 2024
- IRS schema version
- 2024v5.5
- Source object
- 202622269349302737
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