2024-11-20T00:15:48-06:00 2023-12-31 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 97204 990 2023-01-01 831758100 AGE US AGEU 5034084088 15900 SE 82ND DRIVE CLACKAMAS OR 97015 STEPHANIE HOOPER PRESIDENT 5034084088 2024-11-19 1 1 ANITA SINDELAR P01596807 5032210336 2024-11-19 2023 2024-10-15 13:58:12Z STEPHANIE HOOPER 15900 SE 82ND DRIVE CLACKAMAS OR 97015 821075 0 X WWW.AGEPLUS.ORG X 2018 OR TO EMPOWER COMMUNITIES OF ALL AGES TO VALUE AND CARE FOR OLDER ADULTS. 9 8 10 60 0 0 637994 803198 4136 3950 103 7040 -54542 -56396 587691 757792 0 0 0 0 381205 629481 0 0 22517 250489 346505 631694 975986 -44003 -218194 373046 180820 692 26660 372354 154160 X THE MISSION OF AGE + US IS TO EMPOWER COMMUNITIES OF ALL AGES TO VALUE AND CARE FOR OLDER ADULTS, ESPECIALLY THOSE WHO ARE ISOLATED, POOR AND UNDERSERVED. TO ACHIEVE THIS PURPOSE THE ORGANIZATION WILL 1) PROVIDE EDUCATION, TRAINING AND ADVICE TO INDIVIDUALS AND ORGANIZATIONS ABOUT ISSUES RELATED TO AGING POPULATIONS; 2) ANALYZE GOVERNMENTAL POLICIES AND THE IMPACT OF LEGISLATION AND REGULATION THAT AFFECT INDIVIDUALS AND ORGANIZATIONS RELATED TO THE AGING POPULATION; 3) RESEARCH, PREPARE, REVIEW AND EDIT POSITION PAPERS AND ARTICLES TO EDUCATE INDIVIDUALS AND ORGANIZATIONS RELATED TO ISSUES OF AGING; AND 4) DEVELOP PROGRAMS AND SERVICES BASED ON IDENTIFIED NEEDS FOR INDIVIDUALS, ORGANIZATIONS AND COMMUNITITES RELATED TO AGING POPULATIONS. 0 0 729328 0 1200 BUILD AND STRENGTHEN CAPACITY OF COMMUNITIES TO BETTER SERVE LOW INCOMEOLDER ADULTS AND THEIR SUPPORT NETWORKS IN OREGON UTILIZING ASSET BASED COMMUNITY DEVELOPMENT PRINCIPLES BY ACCOMPLISHING THE FOLLOWING:1. WITH FEDERAL FUNDING THROUGH THE NATIONAL COUNCIL ON AGING VIA ACL, INCREASED VACCINATION UPTAKE IN RURAL OREGON COUNTIES AMONG OLDER ADULTS AND PEOPLE WITH DISABILITIES. WE CREATED LOCAL PARTNERSHIPS WITH SENIOR CENTERS AND LOCAL PUBLIC HEALTH AUTHORITIES TO HOST VACCINATION CLINICS FOR BOTH FLU AND COVID.2. CONTINUED WEBSITE AND ONLINE SUPPORT GROUP FOR THE TIES THAT BIND PROGRAM FOR GRANDPARENTS AND KINSHIP CAREGIVERS RAISING CHILDREN THAT FILLS THE UNMET NEED FOR TRAINING, PEER SUPPORT AND RESOURCES.3. CONTINUED TO PROVIDE TECHNICAL ASSISTANCE TO LOCAL PUBLIC HEALTH DEPARTMENTS ON AGE-FRIENDLY OUTREACH STRATEGIES AND AGE BIAS TO ACHIEVE EQUITABLE HEALTH OUTCOMES ACROSS THE LIFESPAN. 75673 0 2750 PROVIDED LOW INCOME HOUSING AND SERVICES TO OLDER ADULTS IN RURAL AREAS1. STARTED CONSTRUCTION OF 2 NEW AFFORDABLE HOUSING DEVELOPMENTS FOR LOW INCOME OLDER ADULTS IN RURAL AREAS USING A MODULAR APPROACH.2. CONTINUED TO GROW CIRCLES OF CARE PROGRAM IN RURAL WASCO, HOOD RIVER AND JACKSON COUNTIES IN OREGON TO ADDRESS NEEDS OF OLDER ADULTS WITH VARIOUS SERVICES SUCH AS TRANSPORTATION, YARD WORK, GROCERY SHOPPING, MINOR MAINTENANCE AND REPAIR, ETC. 93625 0 0 INCREASED AWARENESS AND SUPPORT SYSTEMS CHANGE THAT RESPONDS TO OREGON'S CHANGING AGE STRUCTURE THAT IS STRENGTHS BASED AND EQUITABLE FOR OLDER ADULTS AND THEIR SUPPORT NETWORKS.1. PRODUCED ANNUAL AGELESS AWARDS EVENT TO HONOR THE SIGNIFICANT CONTRIUBTIONS OF OLDER ADULTS 75 AND OLDER.2.PROVIDE TECHNICAL EXPERTISE IN THE FIELD OF AGING, THE IMPLICATIONS OF OUR CHANGING DEMOGRAPHICS, INNOVATIVE SOULTIONS, AND CONVENE OTHER SUBJECT MATTER EXPERTS THROUGH SPEAKING AND EDUCATIONAL OPPORTUNITIES TO COMMUNITY GROUPS, LOCAL LEADERS, AND PROVIDING TESTIMONY TO THE OREGON LEGISLATURE. 3.CONTINUE TO LEAD EFFORTS TO ADVANCE A MULTI-SECTOR PLANNING EFFORT FOR AGING IN OREGON. 898626 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 X 10 0 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 OR X X PHYLLIS SHELTON 5032529197 1002 SE 50TH AVE PORTLAND OR 97215 KEREN BROWN WILSON CHAIR & BOARD MEMBER 30.00 2.00 X X 0 0 0 TINA CASTANARES SECRETARY & BOARD MEMBER 0.50 X X 0 0 0 MARK STEVENSON TREASURER & BOARD MEMBER 0.50 0.50 X X 0 0 0 KRISTEN CONNOR BOARD MEMBER 0.50 X 0 0 0 ALEXIS INGRAM BOARD MEMBER 0.50 X 0 0 0 MARVIN KAISER BOARD MEMBER 0.50 0.50 X 0 0 0 MARCUS MUNDY BOARD MEMBER 0.50 X 0 0 0 CHARLES RESARE BOARD MEMBER 0.50 0.50 X 0 0 0 JULIE REYNOLDS BOARD MEMBER 0.50 X 0 0 0 STEPHANIE HOOPER PRESIDENT 40.00 4.00 X 101806 11301 0 101806 11301 0 1 0 0 0 K3 CONSTRUCTION LLC 25 SW ELBE DR AMADRAS OR 97741 CONSTRUCTION 328615 KMS CONSTRUCTION LLC 1750 DELTA WATERS RD STE 102 375 MEDFORD OR 97504 CONSTRUCTION 204029 JOHN MERCER 1497 SISKIYOU BLVD STE 20 ASHLAND OR 97520 CONSTRUCTION 154557 3 141631 503706 157861 10620 803198 PROFESSIONAL SERVICES 874800 3950 3950 3950 3307 3307 10620 6887 3733 3733 3733 0 141631 56396 -56396 -56396 757792 3950 0 -49356 X 101706 101706 510295 470204 35818 4273 3847 3353 447 47 13633 12602 680 351 5208 5208 13200 1500 11700 192400 174812 838 16750 9032 7572 482 978 1276 600 676 34973 34969 4 5658 2128 3530 SUPPLIES 71220 71088 132 MEETINGS AND EVENTS 9600 9482 118 DUES AND SUBSCRIPTIONS 2305 2305 PROFESSIONAL DEVELOPMEN 1047 1047 586 50 536 975986 898626 54843 22517 137612 135124 91542 42204 29500 0 114392 3492 373046 180820 692 26660 692 26660 X 0 0 0 0 372354 154160 372354 154160 373046 180820 -218194 0 X 0 0 0 X 279585 511989 759997 637994 803198 2992763 279585 511989 759997 637994 803198 2992763 523794 2468969 1926 66 172 103 3307 5574 2998337 26578 0.82340 X PART II - SHORT YEAR EXPLANATION AGE + US WAS INCORPORATED ON AUGUST 29, 2018, AND THUS THE FIRST TAX YEAR, AUGUST 29, 2018 TO DECEMBER 31, 2018, WAS A SHORT TAX YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CREDIT CARD LIABILITY 6358 PAYROLL LIABILITIES 20302 26660 AGELESS AWARDS 141631 141631 14976 41420 141631 141631 14976 41420 56396 -56396 CONCEPTS IN COMMUNITY LIVING ENTITY MORE THAN 35% OWNED BY FAMILY MEMBER OF OFFICER, KEREN BROWN WILSON 495716 REIMBURSEMENT FOR EMPLOYEE SALARIES AND SUPPLIES 0 FORM 880, PART V, LINE 2A: AGE + US PAYS TEN EMPLOYEES THROUGH A COMMON PAYMASTER WHO FILES THE FORMS W-2. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM WILL BE ELECTRONICALLY SENT TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED AND ALL BOARD MEMBERS WILL BE INVITED TO A REVIEW CONDUCTED BY THE ORGANIZATION'S MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED ANNUALLY FOR ALL DIRECTORS THROUGH SIGNED DISCLOSURES. IF A POTENTIAL CONFLICT IS DISCLOSED, IT IS REVIEWED BY THE EXECUTIVE COMMITTEE FOR APPROPRIATE ACTION IF DEEMED NECESSARY. FORM 990, PART VI, SECTION B, LINE 15A PRESIDENT'S COMPENSATION IS REVIEWED BY THE CEO AND BOARD CHAIR BASED ON PERFORMANCE AND CONSULTATION WITH BOARD MEMBERS AND COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G MISC CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 90,263. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,263. PRE-DEVELOPMENT CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 35,985. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,985. PAYROLL SERVICES FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 838. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 838. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 48,564. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 16,750. TOTAL EXPENSES 65,314. TALENT SENIOR HOUSING 41 SUNCREST RD TALENT OR 97540 883509724 AFFORDABLE HOUSING FOR LOW INCOME OLDER ADULTS OR 1755 3704597 AGE US MADRAS SENIOR HOUSING 808 SW MADISON ST UNIT 100-124 MADRAS OR 97741 920893932 AFFORDABLE HOUSING FOR LOW INCOME OLDER ADULTS OR 1099 3222378 AGE US JESSIE F RICHARDSON FOUNDATION 15900 SE 82ND DRIVE CLACKAMAS OR 97015 931316345 SUPPORT FOR OLDER ADULTS OR 501(C)(3) PF N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0