AGE US: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AGE US (EIN 83-1758100)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349302408
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T07:40:26-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930928924 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 SW FIFTH AVE SUITE 1000 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831758100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGE US | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGEU | BusinessNameControlTxt |
| Phone | 5034084088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15900 SE 82ND DRIVE | AddressLine1Txt |
| City | CLACKAMAS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE HOOPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5034084088 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHANIE | PersonFirstNm |
| Person Last | HOOPER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA P BARTHOLOMEW | PreparerPersonNm |
| PTIN | P01313965 | PTIN |
| Phone | 5032210336 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHANIE HOOPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15900 SE 82ND DRIVE | AddressLine1Txt |
| City | CLACKAMAS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $642,233 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AGEPLUS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO EMPOWER COMMUNITIES OF ALL AGES TO VALUE AND CARE FOR OLDER ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $759,997 | PYContributionsGrantsAmt |
| CY Contributions Grants | $637,994 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,386 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,136 | CYProgramServiceRevenueAmt |
| PY Investment Income | $172 | PYInvestmentIncomeAmt |
| CY Investment Income | $103 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$18,922 | PYOtherRevenueAmt |
| CY Other Revenue | -$54,542 | CYOtherRevenueAmt |
| PY Total Revenue | $742,633 | PYTotalRevenueAmt |
| CY Total Revenue | $587,691 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $290,332 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $381,205 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,698 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $257,392 | PYOtherExpensesAmt |
| CY Other Expenses | $250,489 | CYOtherExpensesAmt |
| PY Total Expenses | $547,724 | PYTotalExpensesAmt |
| CY Total Expenses | $631,694 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $194,909 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$44,003 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $416,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $373,046 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $692 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $416,357 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $372,354 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $363,712 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,636 | RevenueAmt |
| Desc | BUILD AND STRENGTHEN CAPACITY OF COMMUNITIES TO BETTER SERVE LOW INCOMEOLDER ADULTS IN OREGON BY ACCOMPLISHING THE FOLLOWING:1. CONTINUED DEVELOPEMNT OF A NEW MODEL OF INNOVATIVE AFFORDABLE HOUSING AND SERVICES FOR LOW INCOME OLDER ADULTS IN RURAL AREAS2. CONTINUED TO PILOT CIRCLES OF CARE VOLUNTEER PROGRAM IN RURAL WASCO AND HOOD RIVER COUNTIES IN OREGON TO ADDRESS NEEDS OF OLDER ADULTS WITH VARIOUS SERVICES SUCH AS TRANSPORTATION, YARD WORK, GROCERY SHOPPING, MINOR MAINTENANCE AND REPAIR, ETC. AND EXPANDED PROGRAM TO INCORPORATE MORE YOUTH VOLUNTEERS. 3. CONTINUED SPECIALIZED COVID-19 OUTREACH AND EDUCATION PROGRAM TO OLDER ADULTS IN CENTRAL AND EASTERN OREGON REACHING OVER 20,000 HOUSEHOLDS AND INCREASED FOCUS OF WORKING WITH COUNTY LOCAL PUBLIC HEALTH DEPARTMENTS TO EXPAND THEIR KNOWLEDGE AND ABILITY TO REACH MORE OLDER ADULTS. 4. 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. HELD FOCUS GROUPS, THAT FOCUSED ON KINSHIP CAREGIVERS FROM CULTURALLY SPECIFIC FAMILIES TO BE MORE RESPONSIVE AND TO UNIQUE NEEDS AND SYSTEMIC INEQUALITY. 5. CONTINUED TO CO-CONVENE OREGON'S AGE-FRIENDLY ECOSYSTEM NETWORK TO SERVE AS CATALYST FOR RELATIONSHIOP BUILDING, BEST PRACTICES SHARING, AND INTENTIONAL COLLABORATION WITH A PARTICULAR FOCUS ON INCLUSIVITY ACROSS GENERATIONS AND OF COMMUNITIES OF COLOR.6. PROVIDED TECHNICAL ASSISTANCE TO LOCAL SENIOR CENTERS TO INCREASE THEIR PROGRAMING CAPACITY AND STRENGTHEN THEIR RELATIONSHIPS WITH LOCAL PUBLIC HEALTH DEPARTMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $97,655 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $500 | RevenueAmt |
| Desc | INCREASE AWARENESS AND SUPPORT FOR VERY LOW-INCOME ADULTS IN OREGON BYACCOMPLISHING THE FOLLOWING:1. PRODUCED ANNUAL AGELESS AWARDS EVENT TO HONOR THE SIGNIFICANT CONTRIBUTIONS OF OLDER ADULTS 75 AND OLDER. 2. INCREASED AWARENESS OF UNIQUE CHALLENGES OLDER ADULTS FACED THROUGHOUT THE PANDEMIC BY PROVIDING TECHNICAL EXPERTISE ON AGING TO THROUGH SPEAKING AND EDUCATIONAL OPPORTUNITIES TO COMMUNITY GROUPS, LOCAL LEADERS, AND PROVIDING TESTIMONY TO THE OREGON LEGISLATURE. 3. CONTINUED DEVELOPMENT OF EDUCATIONAL BRIEFING PUBLICATIONS THAT HIGHLIGHT CHALLENGES AND OPPORTUNITES OF THE CHANGING AGE STRUCTURE IN OREGON. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $126,263 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IDENTIFY OPPORTUNITIES FOR SYSTEMS CHANGE THAT RESPONDS TO OREGON'S CHANGING AGE STRUCTURE THAT ARE STRENGTHS BASED AND EQUITABLE FOR OLDER ADULTS AND THEIR SUPPORT NETWORKS. 1. COORDINATED AND FACILITATED VIRTUAL AND IN-PERSON COMMUNITY CONVERSATIONS ON AGING THROUGHOUT OREGON TO LISTEN TO THE NEEDS AND OPPORTUNITIES FOR CURRENT AND FUTURE OLDER ADULTS AND THEIR CAREGIVERS. 2. LAUNCHED "SHARED FUTURE OREGON" TO ADVANCE A MULTI-SECTOR PLAN FOR LIVING AND AGING3. IDENTIFIED AND ENGAGED OTHER STATES THAT HAVE SUCCESSFULLY ACTIVATED COMPREHENSIVE PLANS FOR AGING AKA MULTI-SECTOR PLANS FOR AGING TO IMPROVE SYSTEMS FOR OLDER ADULTS AND THEIR CAREGIVERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $587,630 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYLLIS SHELTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032529197 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1002 SE 50TH AVE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| KEREN BROWN WILSON | |||||||
| CHAIR & BOARD MEMBER | 30.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TINA CASTANARES | |||||||
| SECRETARY & BOARD MEMBER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK STEVENSON | |||||||
| TREASURER & BOARD MEMBER | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KRISTEN CONNOR | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARY JAEGER | |||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARVIN KAISER | |||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY SOLIS | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCUS MUNDY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JULIE REYNOLDS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY BREY | |||||||
| BOARD MEMBER | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE HOOPER | |||||||
| PRESIDENT | 40.00 | 4.00 | Yes (X) | $82,530 | $9,170 | $3,300 | |
| ALEXIS INGRAM | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES RESARE | |||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SARAH SCOTT | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $82,530 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,170 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,300 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $166,593 | FundraisingAmt |
| Government Grants | $169,181 | GovernmentGrantsAmt |
| All Other Contributions | $302,220 | AllOtherContributionsAmt |
| Total Contributions | $637,994 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROFESSIONAL SERVICES | Desc |
| Business | 874800 | BusinessCd |
| Total Revenue Column | $4,136 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,136 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,136 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103 | TotalRevenueColumnAmt |
| Exclusion | $103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $166,593 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,542 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$54,542 | TotalRevenueColumnAmt |
| Exclusion | -$54,542 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $587,691 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,136 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$54,439 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,530 | TotalAmt |
| Program Services | $82,530 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,675 | TotalAmt |
| Program Services | $273,347 | ProgramServicesAmt |
| Management And General | $18,101 | ManagementAndGeneralAmt |
| Fundraising | $7,227 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,371 | TotalAmt |
| Program Services | $4,471 | ProgramServicesAmt |
| Management And General | $1,900 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,731 | TotalAmt |
| Management And General | $9,731 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,645 | TotalAmt |
| Program Services | $150,750 | ProgramServicesAmt |
| Management And General | $95 | ManagementAndGeneralAmt |
| Fundraising | $2,800 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,062 | TotalAmt |
| Program Services | $7,767 | ProgramServicesAmt |
| Management And General | $224 | ManagementAndGeneralAmt |
| Fundraising | $71 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,730 | TotalAmt |
| Program Services | $12,730 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,773 | TotalAmt |
| Management And General | $1,773 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| SUPPLIES | $48,200 | $46,600 | $1,600 | |
| MEETINGS AND EVENTS | $7,045 | $7,045 | ||
| DUES AND SUBSCRIPTIONS | $1,590 | $1,390 | $200 | |
| TAXES AND LICENSES | $342 | $342 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,694 | TotalAmt |
| Program Services | $587,630 | ProgramServicesAmt |
| Management And General | $32,366 | ManagementAndGeneralAmt |
| Fundraising | $11,698 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,118 | BOYAmt |
| EOY | $137,612 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,239 | BOYAmt |
| EOY | $91,542 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $29,500 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $114,392 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,357 | BOYAmt |
| EOY | $373,046 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $692 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,357 | BOYAmt |
| EOY | $372,354 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,357 | BOYAmt |
| EOY | $372,354 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,357 | BOYAmt |
| EOY | $373,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$44,003 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $279,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $511,989 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $759,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $637,994 | CurrentTaxYearAmt |
| Total | $2,194,429 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $279,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $511,989 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $759,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $637,994 | CurrentTaxYearAmt |
| Total | $2,194,429 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $554,253 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,640,176 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103 | CurrentTaxYearAmt |
| Total | $2,267 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,196,696 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,628 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II - SHORT YEAR EXPLANATION | FormAndLineReferenceDesc |
| 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. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TALENT SENIOR HOUSING LLC | Desc |
| Book Value | $114,392 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $114,392 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITY | Desc |
| Amt | $692 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $692 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AGELESS AWARDS | Event1Nm |
| Gross Receipts Event1 | $166,593 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $166,593 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $12,299 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $42,243 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $166,593 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $166,593 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $12,299 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $42,243 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $54,542 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$54,542 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCEPTS IN COMMUNITY LIVING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ENTITY MORE THAN 35% OWNED BY FAMILY MEMBER OF OFFICER, KEREN BROWN WILSON | RelationshipDescriptionTxt |
| Transaction | $405,814 | TransactionAmt |
| Transaction | REIMBURSEMENT FOR EMPLOYEE SALARIES AND SUPPLIES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 880, PART V, LINE 2A: | AGE + US PAYS NINE 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 129,172. MANAGEMENT AND GENERAL EXPENSES 95. FUNDRAISING EXPENSES 2,800. TOTAL EXPENSES 132,067. PRE-DEVELOPMENT CONTRACTED SERVICES : PROGRAM SERVICE EXPENSES 21,578. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,578. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TALENT SENIOR HOUSING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 SUNCREST RD | AddressLine1Txt |
| City | TALENT | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 883509724 | EIN |
| Primary Activities | AFFORDABLE HOUSING FOR LOW INCOME OLDER ADULTS | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Total Income | $78 | TotalIncomeAmt |
| End Of Year Assets | $248,509 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGE US | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSIE F RICHARDSON FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15900 SE 82ND DRIVE | AddressLine1Txt |
| City | CLACKAMAS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931316345 | EIN |
| Primary Activities | SUPPORT FOR OLDER ADULTS | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |