2022-11-15T16:45:59-06:00 2021-12-31 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 972043710 990 2021-01-01 831758100 AGE US AGEU 5034084088 15900 SE 82ND DRIVE CLACKAMAS OR 97015 STEPHANIE HOOPER PRESIDENT 5034084088 2022-11-14 1 STEPHANIE HOOPER 999009999 CYNTHIA P BARTHOLOMEW P01313965 5032210336 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z STEPHANIE HOOPER 15900 SE 82ND DRIVE CLACKAMAS OR 97015 761555 0 X WWW.AGEPLUS.ORG X 2018 OR TO EMPOWER COMMUNITIES OF ALL AGES TO VALUE AND CARE FOR OLDER ADULTS. 12 11 5 45 0 0 511989 759997 15156 1386 720 172 -8829 -18922 519036 742633 0 0 0 0 189569 290332 4500 0 22255 122892 257392 316961 547724 202075 194909 220567 416357 2326 0 218241 416357 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 316275 1125 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 CLACKAMAS COUNTY AND CENTRAL OREGON.2. CONTINUED TO PILOT CIRCLES OF CARE VOLUNTEER PROGRAM IN RURAL WASCO CO 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, INCLUDING CULTUALLY SPECIFIC VIDEOS AND MESSAGING TO LATINX OLDER ADULTS AND THEIR FAMILIES. THIS INCLUDED WORKING WITH COUNTY LOCAL PUBLIC HEALTH DEPARTMENTS TO EXPAND THEIR KNOWLEDGE AND ABILITY TO REACH MORE OLDER ADULTS WITH VACCINATIONS. 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. CO-CONVENED OREGON'S FIRST MEETING OF AN 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. 168475 261 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. 7281 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 8 VIRTUAL COMMUNITY CONVERSATIONS ON AGING THROUGHOUT OREGON TO LISTEN TO THE NEEDS AND OPPORTUNITIES FOR CURRENT AND FUTURE OLDER ADULTS AND THEIR CAREGIVERS. 2. DEVELOPED A STATEWIDE SURVEY ON AGING AS ANOTHER FORMAT FOR LISTENING TO THE NEEDS AND OPPORTUNITES FOR CURRENT AND FUTURE OLDER ADULTS AND THEIR CAREGIVERS, WITH SPECIFIC OUTREACH TO RURAL COMMUNITIES AND COMMUNITIES OF COLOR.3. IDENTIFIED AND ENGAGED OTHER STATES THAT HAVE SUCCESSFULLY ACTIVATED COMPREHENSIVE PLANS FOR AGING AKA MASTER PLANS FOR AGING TO IMPROVE SYSTEMS FOR OLDER ADULTS AND THEIR CAREGIVERS. 492031 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 1 0 0 0 1 X 11 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 OR X PHYLLIS SHELTON 5032529197 1002 SE 50TH AVE PORTLAND OR 97215 KEREN BROWN WILSON CHAIR & BOARD MEMBER 30.00 10.00 X X 0 0 0 TONY LEINEWEBER VICE CHAIR & BOARD MEMBER 0.50 0.50 X X 0 0 0 TINA CASTANARES SECRETARY & BOARD MEMBER 0.50 0.00 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 0.00 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 PAUL LUMLEY BOARD MEMBER 0.50 0.00 X 0 0 0 KIMBERLY SOLIS BOARD MEMBER 0.50 0.00 X 0 0 0 MARCUS MUNDY BOARD MEMBER 0.50 0.00 X 0 0 0 JULIE REYNOLDS BOARD MEMBER 0.50 0.00 X 0 0 0 PEGGY BREY BOARD MEMBER 0.50 0.50 X 0 0 0 STEPHANIE HOOPER PRESIDENT 40.00 10.00 X 93785 10421 0 93785 10421 0 0 0 0 0 0 143679 150000 466318 3692 759997 PROFESSIONAL SERVICES 874800 1386 1386 1386 172 172 0 143679 18922 -18922 -18922 742633 1386 0 -18750 X 93785 93785 196547 158903 17951 19693 3322 3322 10890 325 10565 178086 178086 3920 3633 121 166 584 584 9951 9951 2734 2734 SUPPLIES 38561 34794 1472 2295 MEETINGS AND EVENTS 4162 4162 IN-KIND PROGRAM SUPPLIE 3692 3368 223 101 DUES AND SUBSCRIPTIONS 1018 1018 472 100 372 547724 492031 33438 22255 106470 282118 114097 134239 220567 416357 0 2326 0 2326 0 X 0 0 0 0 218241 416357 218241 416357 220567 416357 194909 3207 0 X 0 0 0 X 4864 279585 511989 759997 1556435 4864 279585 511989 759997 1556435 397063 1159372 1926 66 172 2164 1558599 18492 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 2020 AGELESS AWARDS 143679 143679 18922 143679 143679 18922 18922 -18922 CONCEPTS IN COMMUNITY LIVING ENTITY MORE THAN 35% OWNED BY FAMILY MEMBER OF OFFICER, KEREN BROWN WILSON 338913 REIMBURSEMENT FOR EMPLOYEE SALARIES AND SUPPLIES 0 FORM 880, PART V, LINE 2A: AGE + US PAYS FIVE 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 PROFESSIONAL FEES - OTHER : PROGRAM SERVICE EXPENSES 1,339. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,339. MISC CONTRACTED SERVICES : PROGRAM SERVICE EXPENSES 176,747. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,747. 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