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.
-
JESSIE F RICHARDSON FOUNDATION
501(C)(3) · SUPPORT FOR OLDER ADULTS · OR
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.
-
AFFORDABLE HOUSING FOR LOW INCOME OLDER ADULTS · OR · income $1,755 · assets $3,704,597
Directly controlled by AGE US
-
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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