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Nonprofiteer
← AGE US

Form 990 for tax year 2023

Filed by AGE US.

Totals

Total revenue
$757,792
Total expenses
$975,986
Contributions and grants received
$803,198
Grants paid
$0
Program service revenue
$3,950
Investment income
$7,040
Other revenue
-$56,396
Total assets, end of year
$180,820
Total liabilities, end of year
$26,660
Net assets or fund balances, end of year
$154,160
Program services expenses (Part IX)
$898,626
Management and general expenses
$54,843
Fundraising expenses
$22,517
Program service expenses (Part III)
$898,626

Program services were 92.1% 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

    $141,631

  • 1e · Government grants (contributions)

    $503,706

  • 1f · All other contributions, gifts and grants

    $157,861

  • 1g · Noncash contributions included above

    $10,620

  • 2a · Program service revenue: PROFESSIONAL SERVICES

    total $3,950 · related or exempt $3,950

  • 3 · Investment income

    total $3,307 · excluded $3,307

  • 7a · Gross sales of assets other than inventory

    securities $10,620

  • 7b · Less cost or other basis and sales expenses

    securities $6,887

  • 7c · Gain or loss

    securities $3,733

  • 7d · Net gain or loss

    total $3,733 · excluded $3,733

  • 8a · Fundraising events: gross income

    $0

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

    $141,631

  • 8b · Fundraising events: direct expenses

    $56,396

  • 8c · Net income from fundraising events

    total -$56,396 · excluded -$56,396

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $101,706 · program services $101,706

  • 7 · Other salaries and wages

    total $510,295 · program services $470,204 · management and general $35,818 · fundraising $4,273

  • 9 · Other employee benefits

    total $3,847 · program services $3,353 · management and general $447 · fundraising $47

  • 10 · Payroll taxes

    total $13,633 · program services $12,602 · management and general $680 · fundraising $351

  • 11b · Fees: legal

    total $5,208 · program services $5,208

  • 11c · Fees: accounting

    total $13,200 · program services $1,500 · management and general $11,700

  • 11g · Fees: other

    total $192,400 · program services $174,812 · management and general $838 · fundraising $16,750

  • 13 · Office expenses

    total $9,032 · program services $7,572 · management and general $482 · fundraising $978

  • 14 · Information technology

    total $1,276 · program services $600 · management and general $676

  • 17 · Travel

    total $34,973 · program services $34,969 · management and general $4

  • 23 · Insurance

    total $5,658 · program services $2,128 · management and general $3,530

  • 24a · Other expenses: SUPPLIES

    total $71,220 · program services $71,088 · management and general $132

  • 24b · Other expenses: MEETINGS AND EVENTS

    total $9,600 · program services $9,482 · fundraising $118

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $2,305 · program services $2,305

  • 24d · Other expenses: PROFESSIONAL DEVELOPMEN

    total $1,047 · program services $1,047

  • 24e · All other expenses

    total $586 · program services $50 · management and general $536

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $137,612 · end of year $135,124

  • 2 · Savings and temporary cash investments

    beginning of year $91,542 · end of year $42,204

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,500 · end of year $0

  • 13 · Investments: program-related

    beginning of year $114,392 · end of year $3,492

  • 25 · Other liabilities

    beginning of year $692 · end of year $26,660

  • 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 $372,354 · end of year $154,160

Mission and programs · 2023

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 AND THEIR SUPPORT NETWORKS IN OREGON UTILIZING ASSET BASED COMMUNITY DEVELOPMENT PRINCIPLES BY ACCOMPLISHING THE FOLLOWING:1. WITH FEDERAL FUNDING 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.

    Expenses $729,328 · Revenue $1,200

  • PROVIDED LOW INCOME HOUSING AND SERVICES TO OLDER ADULTS IN RURAL AREAS1. STARTED CONSTRUCTION OF 2 NEW AFFORDABLE HOUSING DEVELOPMENTS FOR LOW INCOME OLDER ADULTS IN RURAL AREAS USING A MODULAR APPROACH.2. CONTINUED TO GROW CIRCLES OF CARE PROGRAM IN RURAL WASCO, HOOD RIVER AND JACKSON COUNTIES IN OREGON TO ADDRESS NEEDS OF OLDER ADULTS WITH VARIOUS SERVICES SUCH AS TRANSPORTATION, YARD WORK, GROCERY SHOPPING, MINOR MAINTENANCE AND REPAIR, ETC.

    Expenses $75,673 · Revenue $2,750

  • 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 CONTRIUBTIONS OF OLDER ADULTS 75 AND OLDER.2.PROVIDE TECHNICAL EXPERTISE IN THE FIELD OF AGING, THE IMPLICATIONS OF OUR CHANGING DEMOGRAPHICS, INNOVATIVE SOULTIONS, 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.

    Expenses $93,625

As filed on the 2023 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
  • ALEXIS INGRAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • MARVIN KAISER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • MARCUS MUNDY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • CHARLES RESARE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • JULIE REYNOLDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • STEPHANIE HOOPER

    PRESIDENT

    Total calculated
    $113,107
    From this org
    $101,806
    From related orgs
    $11,301
    Other
    $0
    Hours/week
    40 + 4 related

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 $1,755 · assets $3,704,597

    Directly controlled by AGE US

  • MADRAS SENIOR HOUSING

    AFFORDABLE HOUSING FOR LOW INCOME OLDER ADULTS · OR · income $1,099 · assets $3,222,378

    Directly controlled by AGE US

Provenance

Return type
form_990
Tax year
2023
Filed
19 November 2024
IRS schema version
2023v5.1
Source object
202413259349300501

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