2021-11-15T12:36:36-06:00 2020-12-31 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 972043710 990 2020-01-01 831758100 AGE US AGEU 5034084088 15900 SE 82ND DRIVE CLACKAMAS OR 97015 STEPHANIE HOOPER PRESIDENT 5034084088 2021-11-12 1 STEPHANIE HOOPER 999009999 CYNTHIA P BARTHOLOMEW P01313965 5032210336 2021-11-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z STEPHANIE HOOPER 15900 SE 82ND DRIVE CLACKAMAS OR 97015 577874 0 X WWW.AGEPLUS.ORG X 2018 OR TO EMPOWER COMMUNITIES OF ALL AGES TO VALUE AND CARE FOR OLDER ADULTS. 11 10 5 50 0 0 279585 511989 1950 15156 1901 720 -22930 -8829 260506 519036 0 0 0 0 146457 189569 0 4500 16046 98971 122892 245428 316961 15078 202075 28492 220567 12326 2326 16166 218241 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 190445 1000 BUILD AND STRENGTHEN CAPACITY OF COMMUNITIES TO BETTER SERVE LOW INCOME OLDER ADULTS IN OREGON BY ACCOMPLISHING THE FOLLOWING:1. CONTINUED DEVELOPEMNT OF A NEW MODEL OF AFFORDABLE HOUSING AND SERVICES FOR LOW INCOME OLDER ADULTS IN THE COLUMBIA GORGE AREA, RURAL CLACKAMAS AND CENTRAL OREGON. 2. CONTINUED CIRCLES OF CARE VOLUNTEER PROGRAM IN RURAL WASCO CO OR TO ADDRESS NEEDS OF OLDER ADULTS WITH VARIOUS SERVICES SUCH AS TRANSPORTATION, YARD WORK, GROCERY SHOPPING, MINOR MAINTENANCE AND REPAIR, ETC.3. LAUNCHED SPECIALIZED COVID-19 OUTREACH AND EDUCATION PROGRAM TO OLDER ADULTS IN WASCO, SHERMAN, HOOD RIVER AND GILLIAM COUNTIES REACHING 8,000 HOUSEHOLDS, INCLUDING CULTUALLY SPECIFIC VIDEOS AND MESSAGING TO LATINX OLDER ADULTS AND THEIR FAMILIES.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 AND ADDED A SERIES OF WEBINARS SPECIFIC TO REMOTE LEARNING CHALLENGES DUE TO COVID-195. PARTICIPATED IN COALITION BUILDING EFFORTS AMONG METRO AREA AGING SERVICE PROVIDERS TO EXPAND AWARENESS AND RESOURCES FOR LOW INCOME OLDER ADULTS, WITH A PARTICULAR FOCUS ON COMMUNITIES OF COLOR.6. DEVELOPED ONLINE TOOLKIT FOR NEIGHBORHOODS ACROSS OREGON TO START THEIR OWN CIRCLE OF CARE TO ASSIST ISOLATED OLDER ADULTS DURING COVID-19. 83887 14156 INCREASE AWARENESS AND SUPPORT FOR VERY LOW INCOME ADULTS IN OREGON BY ACCOMPLISHING 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 AND ADVOCATED FOR AGE-FRIENDLY-NON TECHNICAL COMMUNICATION DELIVERY.3. BEGAN DEVELOPMENT OF THE NEXT BRIEFING PAPER SERIES TO HIGHLIGHT ISSUES OF THE INTERSECTIONALITY OF RACE AND AGE, GENDER, SEXUAL ORIENTATION/IDENTITY AND WORKPLACE DISCRIMINATION TOWARDS OLDER ADULTS. 274332 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 1 0 1 0 0 0 0 1 0 0 0 1 X 7 0 1 5 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 0 1 1 1 0 1 0 1 0 OR X PHYLLIS SHELTON 5032529197 1002 SE 50TH AVE PORTLAND OR 97215 STEPHANIE HOOPER PRESIDENT 40.00 10.00 X 73743 17761 0 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 KEN BURGESS SECRETARY & BOARD MEMBER 0.50 0.50 X X 0 0 0 DAVE CARBONEAU TREASURER & BOARD MEMBER 0.50 0.50 X X 0 0 0 TINA CASTANARES BOARD MEMBER 0.50 X 0 0 0 KRISTEN CONNOR BOARD MEMBER 0.50 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 12200 0 0 SEAN KUNI BOARD MEMBER 0.50 0.50 X 0 0 0 PAUL LUMLEY BOARD MEMBER 0.50 X 0 0 0 KIMBERLY SOLIS BOARD MEMBER 0.50 X 0 0 0 MARCUS MUNDY BOARD MEMBER 0.50 X 0 0 0 JULIE REYNOLDS BOARD MEMBER 0.50 X 0 0 0 MARK STEVENSON BOARD MEMBER 0.50 0.50 X 0 0 0 85943 17761 0 0 0 0 0 0 199405 146265 166319 51625 511989 PROFESSIONAL SERVICES 874800 15156 15156 15156 66 66 50663 50009 654 654 654 0 199405 8829 -8829 -8829 519036 15156 0 -8109 X 71043 71043 118526 100291 9907 8328 434 434 8435 8435 4500 4500 73426 71026 2400 2325 736 394 1195 2116 1216 900 1801 1789 12 6482 5954 477 51 2128 2128 PROGRAM & OTHER SUPPLIE 23605 20172 1471 1962 IN-KIND SUPPLIES 1615 1580 25 10 DUES AND SUBSCRIPTIONS 475 475 LICENSES AND FEES 50 50 316961 274332 26583 16046 28492 106470 114097 0 0 0 0 28492 220567 12326 2326 12326 2326 X 0 0 0 0 16166 218241 16166 218241 28492 220567 202075 0 X 0 0 0 X 4864 279585 511989 796438 4864 279585 511989 796438 243578 552860 1926 66 1992 798430 17106 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 DUE TO JESSIE F. RICHARDSON FDN 2326 2326 2020 AGELESS AWARDS 199405 199405 8829 199405 199405 8829 8829 -8829 CONCEPTS IN COMMUNITY LIVING ENTITY MORE THAN 35% OWNED BY FAMILY MEMBER OF OFFICER, KEREN BROWN WILSON 191017 REIMBURSEMENT FOR EMPLOYEE SALARIES AND SUPPLIES 0 X 1 50009 HIGH/LOW AVERAGE X SUPPLIES 1 1616 RETAIL VALUE 0 1 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 THE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE BEFORE FILING AND AVAILABLE UPON REQUEST TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL OFFICERS, DIRECTORS, AND TRUSTEES. DISCLOSURE OF ANY POTENTIAL CONFLICTS IS REQUIRED ANNUALLY BY THE FIRST MEETING OF THE YEAR AND REVIEWED BY THE BOARD CHAIR. WERE ANY POTENTIAL OR ACTUAL CONFLICTS TO ARISE, THEY WOULD BE DEALT WITH ACCORDING TO THE POLICY. FORM 990, PART VI, SECTION B, LINE 15B THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT INCLUDES AN ANNUAL REVIEW OF ACCOMPLISHMENTS AND BUDGET CAPACITY, COMPARABILITY DATA, AND DECISIONS ARE MADE BY INDEPENDENT PERSONS. DELIBERATIONS AND DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS ARE AVAILABLE AT THIS TIME. FORM 990, PART IX, LINE 11G OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 71,026. MANAGEMENT AND GENERAL EXPENSES 2,400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,426. 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 1 1 0 0 JESSIE F RICHARDSON FOUNDATION P 155173 CASH