2020-11-16T15:06:30-06:00 2019-12-31 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 972043710 990 2019-01-01 831758100 AGE US AGEU 5034084088 15900 SE 82ND DRIVE CLACKAMAS OR 97015 STEPHANIE HOOPER PRESIDENT 5034084088 2020-11-16 1 CYNTHIA P BARTHOLOMEW P01313965 5032210336 2020-11-16 20.36.17.116 2020-11-16 00:56:30 PS P 77695A59B531596819DE8DD35A5213F72518F13B A264691EC5457DFF2D58A5913BE7908DE4D3AD91 2019 2021-01-29 14:40:06Z STEPHANIE HOOPER 15900 SE 82ND DRIVE CLACKAMAS OR 97015 284734 0 X WWW.AGEPLUS.ORG X 2018 OR TO EMPOWER COMMUNITIES OF ALL AGES TO VALUE AND CARE FOR OLDER ADULTS. 12 12 4 30 0 0 4864 279585 0 1950 0 1901 0 -22930 4864 260506 0 0 0 0 0 146457 0 0 18606 3776 98971 3776 245428 1088 15078 3414 28492 2326 12326 1088 16166 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 164728 1950 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. 41280 0 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. 206008 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 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 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 KEREN BROWN WILSON CHAIR & BOARD MEMBER 20.00 20.00 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 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 0 0 0 SEAN KUNI BOARD MEMBER 0.50 0.50 X 0 0 0 CARMEN LARGASPARDA 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 STEPHANIE HOOPER PRESIDENT 28.00 12.00 X 63051 25573 0 63051 25573 0 0 0 0 0 0 X 211569 68016 2348 279585 DHS PROGRAM ADMINISTRA 541900 1950 1950 1950 1926 1926 973 998 -25 -25 -25 300 211569 23230 -22930 -22930 260506 1950 0 -21029 X 63051 63051 83406 68124 8114 7168 4161 1816 2345 4793 791 81 3921 49858 44847 3741 1270 15 15 8801 6695 1830 276 SCHOLARSHIPS STIPENDS 8450 8450 SUPPLIES 6470 4976 337 1157 HOSPITALITY AND MEETING 5037 3990 732 315 CREDIT CARD PROCESSING 3245 0 224 3021 8141 3253 3410 1478 245428 206008 20814 18606 3414 28492 3414 28492 2326 12326 2326 12326 X 0 0 0 0 1088 16166 1088 16166 3414 28492 15078 0 X 0 0 0 X 4864 279585 284449 4864 279585 284449 98730 185719 1926 1926 286375 1950 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 12326 12326 2019 AGELESS AWARDS 211869 211569 300 300 9040 13890 211869 211569 300 300 9040 13890 23230 -22930 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. JESSIE F RICHARDSON FOUNDATION 15900 SE 82ND DRIVE CLACKAMAS OR 97015 931316345 SUPPORT FOR OLDER ADULTS OR 501(C)(3) PF 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0