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Nonprofiteer
← AGE US

Form 990 for tax year 2022

Filed by AGE US.

Totals

Total revenue
$587,691
Total expenses
$631,694
Contributions and grants received
$637,994
Grants paid
$0
Program service revenue
$4,136
Investment income
$103
Other revenue
-$54,542
Total assets, end of year
$373,046
Total liabilities, end of year
$692
Net assets or fund balances, end of year
$372,354
Program services expenses (Part IX)
$587,630
Management and general expenses
$32,366
Fundraising expenses
$11,698
Program service expenses (Part III)
$587,630

Program services were 93.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $166,593

  • 1e · Government grants (contributions)

    $169,181

  • 1f · All other contributions, gifts and grants

    $302,220

  • 2a · Program service revenue: PROFESSIONAL SERVICES

    total $4,136 · related or exempt $4,136

  • 3 · Investment income

    total $103 · excluded $103

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $166,593

  • 8b · Fundraising events: direct expenses

    $54,542

  • 8c · Net income from fundraising events

    total -$54,542 · excluded -$54,542

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $82,530 · program services $82,530

  • 7 · Other salaries and wages

    total $298,675 · program services $273,347 · management and general $18,101 · fundraising $7,227

  • 11b · Fees: legal

    total $6,371 · program services $4,471 · management and general $1,900

  • 11c · Fees: accounting

    total $9,731 · management and general $9,731

  • 11g · Fees: other

    total $153,645 · program services $150,750 · management and general $95 · fundraising $2,800

  • 13 · Office expenses

    total $8,062 · program services $7,767 · management and general $224 · fundraising $71

  • 14 · Information technology

    total $1,000 · program services $1,000

  • 17 · Travel

    total $12,730 · program services $12,730

  • 23 · Insurance

    total $1,773 · management and general $1,773

  • 24a · Other expenses: SUPPLIES

    total $48,200 · program services $46,600 · fundraising $1,600

  • 24b · Other expenses: MEETINGS AND EVENTS

    total $7,045 · program services $7,045

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $1,590 · program services $1,390 · management and general $200

  • 24d · Other expenses: TAXES AND LICENSES

    total $342 · management and general $342

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $282,118 · end of year $137,612

  • 2 · Savings and temporary cash investments

    beginning of year $134,239 · end of year $91,542

  • 9 · Prepaid expenses and deferred charges

    end of year $29,500

  • 13 · Investments: program-related

    end of year $114,392

  • 25 · Other liabilities

    beginning of year $0 · end of year $692

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $416,357 · end of year $372,354

Mission and programs · 2022

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.

Activities or mission (Part I)

TO EMPOWER COMMUNITIES OF ALL AGES TO VALUE AND CARE FOR OLDER ADULTS.

  • 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 AREAS2. CONTINUED TO PILOT CIRCLES OF CARE VOLUNTEER 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. 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 AND INCREASED FOCUS OF WORKING WITH COUNTY LOCAL PUBLIC HEALTH DEPARTMENTS TO EXPAND THEIR KNOWLEDGE AND ABILITY TO REACH MORE OLDER ADULTS. 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. CONTINUED TO CO-CONVENE OREGON'S 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.

    Expenses $363,712 · Revenue $3,636

  • 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.

    Expenses $97,655 · Revenue $500

  • 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 VIRTUAL AND IN-PERSON COMMUNITY CONVERSATIONS ON AGING THROUGHOUT OREGON TO LISTEN TO THE NEEDS AND OPPORTUNITIES FOR CURRENT AND FUTURE OLDER ADULTS AND THEIR CAREGIVERS. 2. LAUNCHED "SHARED FUTURE OREGON" TO ADVANCE A MULTI-SECTOR PLAN FOR LIVING AND AGING3. IDENTIFIED AND ENGAGED OTHER STATES THAT HAVE SUCCESSFULLY ACTIVATED COMPREHENSIVE PLANS FOR AGING AKA MULTI-SECTOR PLANS FOR AGING TO IMPROVE SYSTEMS FOR OLDER ADULTS AND THEIR CAREGIVERS.

    Expenses $126,263

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Keren Brown Wilson

    CHAIR & BOARD MEMBER

    Total calculated
    $0
    Hours/week
    30 + 2 related
  • Tina Castanares

    SECRETARY & BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Mark Stevenson

    TREASURER & BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Kristen Connor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Mary Jaeger

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Marvin Kaiser

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Kimberly Solis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0
  • Marcus Mundy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Julie Reynolds

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Peggy Brey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0
  • Stephanie Hooper

    PRESIDENT

    Total calculated
    $95,000
    From this org
    $82,530
    From related orgs
    $9,170
    Other
    $3,300
    Hours/week
    40 + 4 related
  • Alexis Ingram

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Charles Resare

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Sarah Scott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • TALENT SENIOR HOUSING

    AFFORDABLE HOUSING FOR LOW INCOME OLDER ADULTS · OR · income $78 · assets $248,509

    Directly controlled by AGE US

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333199349302408

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