2023-11-15T07:40:26-06:00 2022-12-31 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 97204 990 2022-01-01 831758100 AGE US AGEU 5034084088 15900 SE 82ND DRIVE CLACKAMAS OR 97015 STEPHANIE HOOPER PRESIDENT 5034084088 2023-11-14 1 STEPHANIE HOOPER 999009999 0 CYNTHIA P BARTHOLOMEW P01313965 5032210336 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHANIE HOOPER 15900 SE 82ND DRIVE CLACKAMAS OR 97015 642233 0 X WWW.AGEPLUS.ORG X 2018 OR TO EMPOWER COMMUNITIES OF ALL AGES TO VALUE AND CARE FOR OLDER ADULTS. 11 10 9 45 0 0 759997 637994 1386 4136 172 103 -18922 -54542 742633 587691 0 0 0 0 290332 381205 0 0 11698 257392 250489 547724 631694 194909 -44003 416357 373046 0 692 416357 372354 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 363712 0 3636 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. 97655 0 500 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. 126263 0 0 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. 587630 1 1 0 0 0 0 0 0 0 0 0 0 1 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 18 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 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 MARY JAEGER BOARD MEMBER 0.50 0.50 X 0 0 0 MARVIN KAISER BOARD MEMBER 0.50 0.50 X 0 0 0 KIMBERLY SOLIS BOARD MEMBER 0.00 X 0 0 0 MARCUS MUNDY BOARD MEMBER 0.50 X 0 0 0 JULIE REYNOLDS BOARD MEMBER 0.50 X 0 0 0 PEGGY BREY BOARD MEMBER 0.00 0.00 X 0 0 0 STEPHANIE HOOPER PRESIDENT 40.00 4.00 X 82530 9170 3300 ALEXIS INGRAM BOARD MEMBER 0.50 X 0 0 0 CHARLES RESARE BOARD MEMBER 0.50 0.50 X 0 0 0 SARAH SCOTT BOARD MEMBER 0.50 X 0 0 0 82530 9170 3300 0 0 0 0 0 166593 169181 302220 637994 PROFESSIONAL SERVICES 874800 4136 4136 4136 103 103 0 166593 54542 -54542 -54542 587691 4136 0 -54439 X 82530 82530 298675 273347 18101 7227 6371 4471 1900 9731 9731 153645 150750 95 2800 8062 7767 224 71 1000 1000 12730 12730 1773 1773 SUPPLIES 48200 46600 1600 MEETINGS AND EVENTS 7045 7045 DUES AND SUBSCRIPTIONS 1590 1390 200 TAXES AND LICENSES 342 342 631694 587630 32366 11698 282118 137612 134239 91542 29500 114392 416357 373046 0 692 0 692 X 0 0 0 0 416357 372354 416357 372354 416357 373046 -44003 0 X 0 0 0 X 4864 279585 511989 759997 637994 2194429 4864 279585 511989 759997 637994 2194429 554253 1640176 1926 66 172 103 2267 2196696 22628 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 TALENT SENIOR HOUSING LLC 114392 C 114392 CREDIT CARD LIABILITY 692 692 AGELESS AWARDS 166593 166593 12299 42243 166593 166593 12299 42243 54542 -54542 CONCEPTS IN COMMUNITY LIVING ENTITY MORE THAN 35% OWNED BY FAMILY MEMBER OF OFFICER, KEREN BROWN WILSON 405814 REIMBURSEMENT FOR EMPLOYEE SALARIES AND SUPPLIES 0 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. TALENT SENIOR HOUSING 41 SUNCREST RD TALENT OR 97540 883509724 AFFORDABLE HOUSING FOR LOW INCOME OLDER ADULTS OR 78 248509 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