2025-11-17T12:25:40-06:00 2024-12-31 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 97204 990 2024-01-01 831758100 AGE US AGEU 5034084088 PO BOX 800 CLACKAMAS OR 97015 STEPHANIE HOOPER PRESIDENT 5034084088 2025-11-15 1 1 ROSS LOCKWOOD P01374434 5032210336 2025-11-15 2024 2025-03-06 01:10:19Z X STEPHANIE HOOPER PO BOX 800 CLACKAMAS OR 97015 2086035 0 X WWW.AGEPLUS.ORG X 2018 OR TO EMPOWER COMMUNITIES OF ALL AGES TO VALUE AND CARE FOR OLDER ADULTS. 8 8 9 120 0 0 803198 1874898 3950 187880 7040 1556 -56396 -25933 757792 2038401 0 0 0 0 629481 650117 0 14875 62143 346505 423455 975986 1088447 -218194 949954 180820 8673891 26660 7495929 154160 1177962 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 210265 0 26700 BUILD AND STRENGTHEN CAPACITY OF COMMUNITIES TO BETTER SERVE LOW INCOME OLDER ADULTS AND THEIR SUPPORT NETWORKS IN OREGON UTILIZING ASSET BASED COMMUNITY DEVELOPMENT PRINCIPLES BY ACCOMPLISHING THE FOLLOWING:1. CONTINUED FEDERALLY FUNDED INITIATIVE THROUGH THE NATIONAL COUNCIL ON AGING VIA ACL, INCREASED VACCINATION UPTAKE IN RURAL OREGON COUNTIES AMONG OLDER ADULTS AND PEOPLE WITH DISABILITIES. WE CREATED LOCAL PARTNERSHIPS WITH SENIOR CENTERS AND LOCAL PUBLIC HEALTH AUTHORITIES TO HOST VACCINATION CLINICS FOR BOTH FLU AND COVID. 2. 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.3. CONTINUED TO PROVIDE TECHNICAL ASSISTANCE TO LOCAL PUBLIC HEALTH DEPARTMENTS ON AGE-FRIENDLY OUTREACH STRATEGIES AND AGE BIAS TO ACHIEVE EQUITABLE HEALTH OUTCOMES ACROSS THE LIFESPAN. 514147 0 165480 PROVIDED LOW INCOME HOUSING AND SERVICES TO OLDER ADULTS IN RURAL AREAS:1. COMPLETED CONSTRUCTION AND OPENED 2 NEW AFFORDABLE HOUSING DEVELOPMENTS FOR LOW INCOME OLDER ADULTS IN RURAL AREAS USING A MODULAR APPROACH. BEGAN CONSTRUCTION ON A THIRD DEVELOPMENT.2. CONTINUED TO GROW CIRCLES OF CARE 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. 220875 0 0 INCREASED AWARENESS AND SUPPORT SYSTEMS CHANGE THAT RESPONDS TO OREGON'S CHANGING AGE STRUCTURE THAT IS STRENGTHS BASED AND EQUITABLE FOR OLDER ADULTS AND THEIR SUPPORT NETWORKS:1. PRODUCED ANNUAL AGELESS AWARDS EVENT TO HONOR THE SIGNIFICANT CONTRIBUTIONS OF OLDER ADULTS 75 AND OLDER.2. PROVIDE TECHNICAL EXPERTISE IN THE FIELD OF AGING, THE IMPLICATIONS OF OUR CHANGING DEMOGRAPHICS, INNOVATIVE SOLUTIONS, AND CONVENE OTHER SUBJECT MATTER EXPERTS THROUGH SPEAKING AND EDUCATIONAL OPPORTUNITIES TO COMMUNITY GROUPS, LOCAL LEADERS, AND PROVIDING TESTIMONY TO THE OREGON LEGISLATURE. 3. CONTINUE TO LEAD EFFORTS TO ADVANCE A MULTI-SECTOR PLANNING EFFORT FOR AGING IN OREGON. 945287 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 26 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 OR X THE ORGANIZATION 5034084088 PO BOX 800 CLACKAMAS OR 97015 KEREN BROWN WILSON CHAIR & BOARD MEMBER 30.00 2.00 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 ALEXIS INGRAM BOARD MEMBER 0.50 0.00 X 0 0 0 MARVIN KAISER BOARD MEMBER 0.50 0.50 X 0 0 0 MARCUS MUNDY BOARD MEMBER 0.50 0.00 X 0 0 0 CHARLES RESARE BOARD MEMBER 0.50 0.50 X 0 0 0 JULIE REYNOLDS BOARD MEMBER 0.50 0.00 X 0 0 0 STEPHANIE HOOPER PRESIDENT 40.00 4.00 X 106976 11886 1890 106976 11886 1890 1 0 0 0 BLAZER INDUSTRIES PO BOX 489 AUMSVILLE OR 97325 CONSTRUCTION 244127 1 146467 1062655 665776 1874898 RENTAL INCOME 532000 161180 161180 PROFESSIONAL SERVICES 874800 26700 26700 187880 1556 1556 17401 146467 47634 -30233 -30233 INSURANCE PROCEEDS 900099 4300 4300 4300 2038401 192180 0 -28677 108865 48989 32660 27216 403586 393249 10337 89904 56852 30891 2161 47762 41876 2414 3472 1545 1020 525 27300 23300 4000 14875 14875 63170 58636 2284 2250 2535 2535 85150 81700 1659 1791 5369 5369 56727 56727 25326 25228 98 10431 10325 65 41 6718 6718 109567 109567 19135 14503 4632 DUES AND SUBSCRIPTIONS 5979 4190 1789 EQUIPMENT 2371 2371 PROFESSIONAL DEVELOPMEN 1797 1797 TAXES AND LICENSES 335 335 1088447 945287 81017 62143 135124 372415 42204 63906 0 73153 0 5000 8264934 109567 0 8155367 3492 0 0 4050 180820 8673891 0 410101 0 3870 0 7076130 26660 5828 26660 7495929 X 10460 1034262 143700 143700 154160 1177962 180820 8673891 X 949954 92624 -18776 X 0 1 X 0 0 X 511989 759997 637994 803198 1874898 4588076 511989 759997 637994 803198 1874898 4588076 481170 4106906 66 172 103 3307 1556 5204 4593280 216808 0.89410 0.82340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 859049 859049 7021085 109567 6911518 384800 384800 8155367 SECURITY DEPOSITS 5828 5828 X PART X, LINE 2: AGE+ US IS A TAX-EXEMPT CORPORATION WITHIN THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. IT IS MANAGEMENT'S OPINION THAT NONE OF AGE+ US'S PRESENT ACTIVITIES ARE SUBJECT TO UNRELATED BUSINESS INCOME TAXES; THEREFORE, NO PROVISIONS FOR INCOME TAXES HAVE BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. AGE+ US FILES RETURNS IN THE U.S. FEDERAL JURISDICTION AS WELL AS THE STATE OF OREGON JURISDICTION. GENERALLY, TAX FILINGS ARE SUBJECT TO FEDERAL AND STATE EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. THE RETURNS FILED FOR YEARS PRIOR TO DECEMBER 31, 2020 ARE CONSIDERED CLOSED. IN THE EVENT PENALTIES AND INTEREST ARE ASSESSED BY INCOME TAXING AUTHORITIES, IT IS AGE+ US'S POLICY TO INCLUDE THESE IN OPERATING EXPENSES. NO PENALTIES AND INTEREST WERE ASSESSED FOR THE YEAR ENDED DECEMBER 31, 2024. AGELESS AWARDS 163868 146467 17401 22668 24966 163868 146467 17401 22668 24966 47634 -30233 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 THE PRESIDENT & CEO'S COMPENSATION IS REVIEWED BY THE BOARD CHAIR BASED ON PERFORMANCE AND CONSULTATION WITH BOARD MEMBERS AND COMPARABILITY DATA. THIS PROCESS WAS LAST PERFORMED IN 2023. 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 XI, LINE 9: 481(A) ADJUSTMENT -18,776. FORM 990, PART XI, LINE 8: THE PRIOR PERIOD ADJUSTMENT IS A RESULT OF CHANGES TO PRIOR YEAR INCOME AND EXPENSE AS REPORTED IN THE 2023 AUDITED FINANCIAL STATEMENTS. THE ADJUSTMENT HAS NO EFFECT ON TAXABLE INCOME. FORM 990, PART XI, LINE 9: THE ORGANIZATION CHANGED ITS OVERALL METHOD OF ACCOUNTING FROM CASH TO ACCRUAL TO ALIGN WITH ITS FINANCIAL STATEMENTS, IN COMPLIANCE WITH FASB ASC 958. IN CONNECTION WITH THIS CHANGE, A SECTION 481(A) ADJUSTMENT WAS CALCULATED AND REPORTED AS REQUIRED BY IRS REGULATIONS. THE ADJUSTMENT HAS NO EFFECT ON TAXABLE INCOME. TALENT SENIOR HOUSING 41 SUNCREST RD TALENT OR 97540 883509724 AFFORDABLE HOUSING FOR LOW INCOME OLDER ADULTS OR 24690 3621860 AGE US MADRAS SENIOR HOUSING 808 SW MADISON ST UNIT 100-124 MADRAS OR 97741 920893932 AFFORDABLE HOUSING FOR LOW INCOME OLDER ADULTS OR 141531 3671379 AGE US SILVER DOLLAR LEGACY PO BOX 800 CLACKAMAS OR 97015 990454005 AFFORDABLE HOUSING FOR LOW INCOME OLDER ADULTS OR 14 1116177 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