AGE US: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AGE US (EIN 83-1758100)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349316251
- Schema version
- 2019v5.1
- 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 | 2020-11-16T15:06:30-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 972043710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA P BARTHOLOMEW | PreparerPersonNm |
| PTIN | P01313965 | PTIN |
| Phone | 5032210336 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 20.36.17.116 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 00:56:30 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 77695A59B531596819DE8DD35A5213F72518F13B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A264691EC5457DFF2D58A5913BE7908DE4D3AD91 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $284,734 | 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 | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,864 | PYContributionsGrantsAmt |
| CY Contributions Grants | $279,585 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,950 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,901 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$22,930 | CYOtherRevenueAmt |
| PY Total Revenue | $4,864 | PYTotalRevenueAmt |
| CY Total Revenue | $260,506 | 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 | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $146,457 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $18,606 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,776 | PYOtherExpensesAmt |
| CY Other Expenses | $98,971 | CYOtherExpensesAmt |
| PY Total Expenses | $3,776 | PYTotalExpensesAmt |
| CY Total Expenses | $245,428 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,088 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,078 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,492 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,326 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,088 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,166 | 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 | $164,728 | ExpenseAmt |
| Revenue | $1,950 | RevenueAmt |
| Desc | BUILD AND STRENGTHEN CAPACITY OF COMMUNITIES TO BETTER SERVE LOW INCOME OLDER ADULTS IN OREGON BY ACCOMPLISHING THE FOLLOWING:1. BEGAN DEVELOPMENT 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. LAUNCHED 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. REVAMPED THE LEAP (LIFE ENRICHMENT ACTIVITY PROGRAM) FOR ASSISTED LIVING RESIDENTS TO INCLUDE A NEW WEBSITE, NEW TOOLS FOR COORDINATORS AND VALUABLE CONTENT. 4. LAUNCHED 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 DEDICATED TO THIS AUDIENCE. 5. PARTICIPATED IN COALITION BUILDING EFFORTS AMONG METRO AREAS SERVICE PROVIDERS TO EXPAND AWARENESS AND RESOURCES FOR LOW INCOME OLDER ADULTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $41,280 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. COLLABORATED ON PRODUCTION & DISTRIBUTION OF FOUR WHITEPAPERS TO INCREASE AWARENESS OF THE EXPECTED DRAMATIC CHANGES IN OREGON'S AGE STRUCTURE, THE LACK OF FINANCIAL SECURITY AMONG THE GROWING POPULATION OF OLDER ADULTS, THE HEALTHCARE NEEDS OF OLDER ADULTS, AND THE HOUSING NEEDS OF OLDER ADULTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $206,008 | 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 | 0 | 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 | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| 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 (13 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 | 20.00 | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TONY LEINEWEBER | |||||||
| VICE CHAIR & BOARD MEMBER | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEN BURGESS | |||||||
| SECRETARY & BOARD MEMBER | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE CARBONEAU | |||||||
| TREASURER & BOARD MEMBER | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TINA CASTANARES | |||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KRISTEN CONNOR | |||||||
| BOARD MEMBER | 0.50 | 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 | |
| SEAN KUNI | |||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CARMEN LARGASPARDA | |||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAUL LUMLEY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY SOLIS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE HOOPER | |||||||
| PRESIDENT | 28.00 | 12.00 | Yes (X) | $63,051 | $25,573 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $63,051 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $25,573 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | 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 |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $211,569 | FundraisingAmt |
| All Other Contributions | $68,016 | AllOtherContributionsAmt |
| Noncash Contributions | $2,348 | NoncashContributionsAmt |
| Total Contributions | $279,585 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DHS PROGRAM ADMINISTRA | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $1,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,950 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,950 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,926 | TotalRevenueColumnAmt |
| Exclusion | $1,926 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $973 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $998 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$25 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25 | TotalRevenueColumnAmt |
| Exclusion | -$25 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $300 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $211,569 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $23,230 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,930 | TotalRevenueColumnAmt |
| Exclusion | -$22,930 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $260,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,950 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$21,029 | 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 | $63,051 | TotalAmt |
| Program Services | $63,051 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,406 | TotalAmt |
| Program Services | $68,124 | ProgramServicesAmt |
| Management And General | $8,114 | ManagementAndGeneralAmt |
| Fundraising | $7,168 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,161 | TotalAmt |
| Program Services | $1,816 | ProgramServicesAmt |
| Management And General | $2,345 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,793 | TotalAmt |
| Program Services | $791 | ProgramServicesAmt |
| Management And General | $81 | ManagementAndGeneralAmt |
| Fundraising | $3,921 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,858 | TotalAmt |
| Program Services | $44,847 | ProgramServicesAmt |
| Management And General | $3,741 | ManagementAndGeneralAmt |
| Fundraising | $1,270 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15 | TotalAmt |
| Program Services | $15 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,801 | TotalAmt |
| Program Services | $6,695 | ProgramServicesAmt |
| Management And General | $1,830 | ManagementAndGeneralAmt |
| Fundraising | $276 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCHOLARSHIPS STIPENDS | $8,450 | $8,450 | ||
| SUPPLIES | $6,470 | $4,976 | $337 | $1,157 |
| HOSPITALITY AND MEETING | $5,037 | $3,990 | $732 | $315 |
| CREDIT CARD PROCESSING | $3,245 | $0 | $224 | $3,021 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,141 | TotalAmt |
| Program Services | $3,253 | ProgramServicesAmt |
| Management And General | $3,410 | ManagementAndGeneralAmt |
| Fundraising | $1,478 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,428 | TotalAmt |
| Program Services | $206,008 | ProgramServicesAmt |
| Management And General | $20,814 | ManagementAndGeneralAmt |
| Fundraising | $18,606 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,414 | BOYAmt |
| EOY | $28,492 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,414 | BOYAmt |
| EOY | $28,492 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,326 | BOYAmt |
| EOY | $12,326 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,326 | BOYAmt |
| EOY | $12,326 | 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 | $1,088 | BOYAmt |
| EOY | $16,166 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,088 | BOYAmt |
| EOY | $16,166 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,414 | BOYAmt |
| EOY | $28,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,078 | 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 Minus1 Year | $4,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $279,585 | CurrentTaxYearAmt |
| Total | $284,449 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $4,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $279,585 | CurrentTaxYearAmt |
| Total | $284,449 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $98,730 | SubstantialContributorsTotAmt |
| Public Support Total170 | $185,719 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,926 | CurrentTaxYearAmt |
| Total | $1,926 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $286,375 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,950 | 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 |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO JESSIE F. RICHARDSON FDN | Desc |
| Amt | $12,326 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,326 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2019 AGELESS AWARDS | Event1Nm |
| Gross Receipts Event1 | $211,869 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $211,569 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $300 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $300 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $9,040 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $13,890 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $211,869 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $211,569 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $300 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $300 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $9,040 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,890 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,230 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$22,930 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A: | AGE + US PAYS FOUR EMPLOYEES THROUGH A COMMON PAYMASTER WHO FILES THE FORMS W-2. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD CHAIR REVIEWS THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS ALL OFFICERS, DIRECTORS, OR 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'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VIII, LINE 3, COLUMN (D): | INTEREST INCOME NOMINEED FROM THE JESSIE F. RICHARDSON FOUNDATION (EIN 93-1316345) IS $1,865. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES - OTHER : PROGRAM SERVICE EXPENSES 7,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,800. IT SUPPORT : PROGRAM SERVICE EXPENSES 834. MANAGEMENT AND GENERAL EXPENSES 341. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,175. MISC CONTRACTED SERVICES : PROGRAM SERVICE EXPENSES 36,213. MANAGEMENT AND GENERAL EXPENSES 3,400. FUNDRAISING EXPENSES 1,270. TOTAL EXPENSES 40,883. |
Schedule R IRS990ScheduleR
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 |
| 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 | Yes (1) | 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 | 0 | 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 |