AARP FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AARP FOUNDATION (EIN 52-0794300)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-03
- IRS object ID
- 202333079349300323
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-03T13:01:00-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520794300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARP | BusinessNameControlTxt |
| Phone | 2024343399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW Tax Dept | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Claire Casey | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2024343399 | PhoneNum |
| Signature | 2023-11-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Claire | PersonFirstNm |
| Person Last | Casey | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Claire Casey | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW Tax Dept | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $662,915,038 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.aarp.org/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | AARP Foundation is tackling senior poverty by sparking bold, innovative solutions that help vulnerable older adults build economic opportunity and social connection. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 389 | TotalEmployeeCnt |
| Total Volunteers | 27047 | TotalVolunteersCnt |
| Total Gross UBI | $317,726 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $37,784 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $161,205,196 | PYContributionsGrantsAmt |
| CY Contributions Grants | $169,881,942 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,065,479 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $822,571 | CYProgramServiceRevenueAmt |
| PY Investment Income | $90,351,797 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,443,502 | CYInvestmentIncomeAmt |
| PY Other Revenue | $540,627 | PYOtherRevenueAmt |
| CY Other Revenue | $6,068,951 | CYOtherRevenueAmt |
| PY Total Revenue | $254,163,099 | PYTotalRevenueAmt |
| CY Total Revenue | $203,216,966 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $73,303,697 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $83,240,788 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,610,564 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,446,270 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,841,697 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,832,265 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,248,196 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $62,828,201 | PYOtherExpensesAmt |
| CY Other Expenses | $67,885,886 | CYOtherExpensesAmt |
| PY Total Expenses | $181,584,159 | PYTotalExpensesAmt |
| CY Total Expenses | $195,405,209 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $72,578,940 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,811,757 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $703,184,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $662,653,314 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,117,407 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,234,067 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $648,066,628 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $602,419,247 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AARP Foundation is tackling senior poverty by sparking bold, innovative solutions that help vulnerable older adults build economic opportunity and social connection.AARP Foundation works to end senior poverty and reduce financial hardship. AARP Foundation is creating and advancing the most effective solutions to help older adults living with low income secure the essentials. AARP Foundation develops, implements, and supports programs both directly and in collaboration with key partners nationwide. The focus of the Foundation's work is addressing poverty among older adults by increasing income through earnings and access to critical benefits and services; and decreasing expenditures for major cost-of-living expenses such as housing, food, and health care. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $94,283,856 | ExpenseAmt |
| Grant | $69,132,365 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Workforce ProgramsSenior Community Service Employment Program:Funded by a grant from the U.S. Department of Labor, the AARP Foundation Senior Community Service Employment Program (SCSEP) has operated for over 50 years and is the oldest and largest older worker program in the country. SCSEP organizes training assignments that help participants build job skills while giving back to their community. The training assignments are with nonprofit and public facilities like day care centers, senior centers, schools, and hospitals, where SCSEP participants train an average of 20 hours a week in a variety of community service positions. With on-the-job training experience and updated skills, participants improve their ability to find permanent employment. In order to be eligible for SCSEP, participants must be 55 or older, unemployed, and have an income not more than 125% of the established federal poverty guidelines. AARP Foundation SCSEP serves more than 12,000 people annually in 90 municipalities, 19 states, and Puerto Rico. At least 75% of SCSEP participants retain employment nine months after taking part in the program and has placed participants with more than 9,000 employers in the last three years. www.aarpfoundation.org/scsepBack to Work 50+: Since 2013, BACK TO WORK 50+ (BTW50+) has served unemployed jobseekers 50 and older with a suite of tools and coaching resources to help them compete with confidence for today's in-demand jobs. Foundational to its success is a nationwide network of community partners who implement program components in their local communities. Trained career transition coaches host in-person and online coaching programs that provide a job search guide and workbook, group and individual sessions, connections to skills training, and access to employers. The program is available nationally through webinars hosted by AARP Foundation coaches, and in eight states through 14 nonprofit organizations and community colleges. www.aarpfoundation.org/backtoworkWork for Yourself@50+: Through nationwide partners, the Work for Yourself@50+ (WFY@50+) program makes it easy for people over 50 to explore self-employment options, with free tools and resources that can help them increase their financial stability. A series of workshops and a toolkit guide participants through five simple steps while providing coaching and peer support. An online Freelancing Resource Center provides additional support and advice. The Work for Yourself@50+ Incubator Program, powered by Bridge for Billions, helps older adults with low-income launch and develop successful businesses through an online platform, virtual mentorship, and coaching sessions. WFY@50+ has served more than 52,000 older adults since it launched in 2016, and AARP Foundation collaborates with more than 21 organizations across 16 states and Washington, D.C., to implement the program. www.workforyourself.aarpfoundation.orgDigital Skills Ready@50+The Digital Skills Ready@50+ initiative, made possible through a $10 million grant from Google.org through the TIDES Foundation, was created to meet a pressing need: digital skills training for people over 50 who are living with low income, with a particular focus on women and people of color. The trainings help to increase older adults' economic security and social connections through a curriculum focused on basic digital skills to help them find and secure jobs, change careers, or explore entrepreneurship. The program is currently rolling out across eight states. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,129,684 | ExpenseAmt |
| Grant | $735,000 | GrantAmt |
| Revenue | $17,590 | RevenueAmt |
| Desc | Tax and Credit ProgramsTax-Aide:AARP Foundation Tax-Aide provides in-person and virtual tax preparation help to anyone, free of charge, with a focus on taxpayers who are over 50 and have low to moderate income. Tax-Aide is the largest free, volunteer-based tax assistance and preparation program in the U.S. with over 25,000 volunteers nationwide. Tax-Aide volunteers are trained and IRS-certified every year to make sure they know about and understand the latest changes and additions to the tax code. www.aarpfoundation.org/taxaideProperty Tax-Aide:AARP Foundation Property Tax-Aide helps older adults with low income take advantage of property tax refund and credit programs, saving them money and helping them stay in their homes longer. Property Tax-Aide uses an innovative online fintech tool to simplify the process of applying for property tax refunds and credits. Trained program volunteers use an eligibility screener to determine eligibility for a property tax refund or credit. The volunteers then use an application wizard to help eligible older adults complete the appropriate forms and prepare them for filing. Assistance is available both in person and online. We currently serve 12 states and the District of Columbia and plan to expand nationwide to all states offering property tax relief. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,746,698 | ExpenseAmt |
| Grant | $6,426,399 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Benefits ProgramsSupplemental Nutrition Assistance Program (SNAP) Application Assistance:AARP Foundation is helping to increase enrollment in the SNAP for eligible older adults so they can receive and use SNAP benefits to buy healthy food - affordably. This includes support of ESAP, the Elderly Simplified Application Process. Through grantmaking, AARP Foundation supports nonprofit community organizations in 10 states that received waivers from the USDA to enact the Elderly Simplified Application Project (ESAP). ESAP streamlines the application process, making it easier for people who are over 60 and have no earned income to receive SNAP benefits. The community organizations use these grants to field more calls and sign up more seniors for SNAP. AARP Foundation also helps additional states apply for ESAP waivers so the program can reach more older adults across the country and support program implementation once the waiver is granted.Earned Income Tax Credit:AARP Foundation is helping eligible older adults take advantage of the Earned Income Tax Credit (EITC), a refundable credit that supplements incomes for workers earning low wages. Through the Tax-Aide program, AARP Foundation is providing taxpayers in over 3,000 communities with free tax preparation and filing services, ensuring that eligible older adults claim the Earned Income Tax Credit when they file. AARP Foundation is also focused on efforts to raise awareness of the EITC among eligible older adults, launching grants and marketing in 2022 to raise awareness and support temporary EITC eligibility expansion. Medicare Savings Program:State Medicare Savings Programs (MSP) can help pay premiums, deductibles, coinsurance, copayments, and prescription drug coverage costs but many older adults don't know they exist, and the process can be confusing. AARP Foundation is focused on reaching older adults with low income who are eligible for MSP but are not enrolled to help them apply for this valuable assistance.Student Loan Repayment Tool:Older adults are the fastest growing group of student loan borrowers, carrying this debt into middle age and beyond. Of the 45 million adults who hold student loan debt, 1 in 5 are 50 or older. These 9 million older adults owe more than $387 billion in student loans. The Department of Education offers critical, yet under-utilized safety net programs that contribute to the financial security of older adult student loan borrowers.The goal of our student loan debt program is to increase enrollment in the federal student loan programs such as Income Driven Repayment, Public Service Loan Forgiveness, Fresh Start, and others. AARP Foundation is raising awareness of these federal programs and supporting borrowers through the enrollment process. AARP Foundation is partnering with Savi to support older student loan borrowers in navigating complicated eligibility criteria and processing paperwork with their loan servicers. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $8,128,894 | $1,580,170 | $339,480 | Social Connection and Intergenerational ProgramsConnect2affect:Research shows that being connected to one's community may help alleviate poverty and improve overall health. A strong social network can become a lifeline to the kind of support and financial resources that make a difference during times of need. Through Connect2Affect, AARP Foundation calls attention to the issue and helps people build the social connections they need to thrive. Connect2affect.org provides visitors with tips on staying connected to their communities and helpful resources. In addition, through its grants program, AARP Foundation sponsors new research by national and local partners to explore how health systems, nonprofits, and community organizations can connect older adults to services that address their needs. https://connect2affect.org/Experience Corps:AARP Foundation Experience Corps is a community-based volunteer program that engages highly trained adults over 50 as tutors and mentors to help K-3 students become better readers by the end of third grade. It is a proven "triple win," helping students succeed, older adults thrive, and communities grow stronger. Experience Corps puts a special emphasis on serving diverse populations in underserved communities, while almost 70% of its volunteers come from a broad variety of non-teaching professions. https://www.aarp.org/experience-corps/ |
| $5,276,040 | $5,000 | $236,681 | Legal Advocacy:AARP Foundation conducts legal advocacy through its litigating arm, AARP Foundation Litigation - a public interest law firm at the intersection of aging and social justice. AARP Foundation Litigation's primary mission is to ensure that older adults have a voice and proper representation in the legal system.AARP Foundation attorneys advocate for systemic change in federal and state courts nationwide to advance the legal rights and interests of people 50 and older, particularly those who are vulnerable and have low income.The Litigation team files and supports lawsuits that will have a significant impact on senior poverty by reducing barriers to employment, including self-employment; increasing access to public and private benefits; protecting consumers by stopping unlawful business practices and securing refunds for those who have lost money; lowering out-of-pocket costs for key expenses, such as housing, food and health care; and promoting more racially and otherwise equitable outcomes across these areas. www.aarpfoundation.org/litigation |
| $16,914,237 | $5,361,854 | $228,820 | Contributions and Other Programs:AARP Foundation sponsors organizations, events, and virtual conferences that highlight tangible ways to increase income and equitable outcomes for older adults living with low income. The Foundation also supported relief for older victims of Hurricane Fiona and Hurricane Ian.AARP Foundation has also awarded grants to AARP in the amount of $4,248,912 to further the Foundation's charitable mission of helping older adults with low income secure the essentials through programs that focus on caregiving, nursing, safe driving, and asset protection to safeguard income. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $30,319,171 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,947,024 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $804,981 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $152,479,409 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 132 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 389 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patricia D Shannon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024343399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Lisa Marsh Ryerson | |||||||||
| President (until 6/10/22) | 40.00 | 0.00 | Yes (X) | Yes (X) | $334,750 | $2,933 | $72,297 | ||
| Emily S Allen - SVP Programs | |||||||||
| & Interim Pres. (as of 6/10/22) | 40.00 | 0.00 | Yes (X) | Yes (X) | $362,139 | $0 | $74,353 | ||
| Diane D Miller | |||||||||
| Vice Chair | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Adame | |||||||||
| Board Member (until 7/11/22) | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia Banks | |||||||||
| Board Member | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Werth | |||||||||
| Board Member | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ann G Daw | |||||||||
| Board Member | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Libby Sartain | |||||||||
| Board Chair | 6.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Blancato | |||||||||
| Board Member | 6.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Margot James Copeland | |||||||||
| Board Member | 6.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Gregory J Dyson | |||||||||
| Board Member | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Betty J Hudson | |||||||||
| Board Member | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia D Shannon | |||||||||
| CFO & Senior Vice President | 40.00 | 0.00 | Yes (X) | $450,062 | $0 | $79,924 | |||
| Jami Wyatt | |||||||||
| Secretary | 1.00 | 40.00 | Yes (X) | $0 | $307,631 | $88,453 | |||
| David Whitehead | |||||||||
| SVP & Chief Development Officer | 40.00 | 0.00 | $380,743 | $11,695 | $81,126 | Yes (X) | |||
| William A Rivera | |||||||||
| SVP - Litigation | 40.00 | 0.00 | $317,573 | $14,289 | $66,523 | Yes (X) | |||
| Demerios Antzoulatos | |||||||||
| VP - Finance, Grants, & Operations | 40.00 | 0.00 | $291,067 | $0 | $84,799 | Yes (X) | |||
| Patrick Landers | |||||||||
| VP - Strategy & Innovation | 40.00 | 0.00 | $276,198 | $0 | $73,675 | Yes (X) | |||
| Stephen Venute | |||||||||
| VP - Corp & Fdn Relations | 40.00 | 0.00 | $282,960 | $0 | $67,465 | Yes (X) | |||
| Steven Delvecchio | |||||||||
| VP - Direct Response | 40.00 | 0.00 | $278,038 | $0 | $59,208 | Yes (X) | |||
| Marc McDonald | |||||||||
| VP - Integration | 40.00 | 0.00 | $268,875 | $0 | $74,016 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,242,405 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $336,548 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $821,839 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 111 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Moore Companies Inc | |||||
| 5540 Ketch Road | Prince Frederick | MD | 20678 | Commercial printing services | $4,143,804 |
| Concord Litho Group Inc | |||||
| 92 Old Turnpike Road | Concord | NH | 03301 | Strategic & creative marketing services | $3,680,152 |
| Bartlit Beck LLP | |||||
| 54 West Hubbard Street | Chicago | IL | 60654 | Legal services | $1,896,685 |
| The Gnar Company Inc | |||||
| 19 Kingston Street | Boston | MA | 02111 | Custom software services | $1,799,370 |
| CP Direct Inc | |||||
| 4600 Boston Way | Lanham | MD | 20706 | Commercial printing services | $1,553,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 112 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $120,718 | FederatedCampaignsAmt |
| Related Organizations | $3,494,109 | RelatedOrganizationsAmt |
| Government Grants | $97,204,256 | GovernmentGrantsAmt |
| All Other Contributions | $69,062,859 | AllOtherContributionsAmt |
| Noncash Contributions | $10,714 | NoncashContributionsAmt |
| Total Contributions | $169,881,942 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Experience Corps Program Fees | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $339,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $339,480 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $483,091 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $483,091 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $822,571 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,887,242 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $55,265 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,831,977 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $474,254,332 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $459,640,593 | SecuritiesAmt |
| Other | $57,479 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,613,739 | SecuritiesAmt |
| Other | -$57,479 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,556,260 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $264,701 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,291,559 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Legal settlement | 900099 | $6,015,047 | $6,015,047 | |
| Partnership K-1 Income | 900099 | $277,875 | $280,115 | -$2,240 |
| CGA severance/change in value | 900099 | -$226,074 | -$226,074 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,103 | TotalRevenueColumnAmt |
| Exclusion | $2,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,068,951 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $203,216,966 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $822,571 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $317,726 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,194,727 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,702,224 | TotalAmt |
| Program Services | $17,702,224 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,538,564 | TotalAmt |
| Program Services | $65,538,564 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,956,059 | TotalAmt |
| Program Services | $552,176 | ProgramServicesAmt |
| Management And General | $994,962 | ManagementAndGeneralAmt |
| Fundraising | $408,921 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,637,330 | TotalAmt |
| Program Services | $24,135,345 | ProgramServicesAmt |
| Management And General | $5,550,159 | ManagementAndGeneralAmt |
| Fundraising | $3,951,826 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,140,908 | TotalAmt |
| Program Services | $796,077 | ProgramServicesAmt |
| Management And General | $204,489 | ManagementAndGeneralAmt |
| Fundraising | $140,342 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,499,403 | TotalAmt |
| Program Services | $2,495,155 | ProgramServicesAmt |
| Management And General | $587,078 | ManagementAndGeneralAmt |
| Fundraising | $417,170 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,212,570 | TotalAmt |
| Program Services | $1,456,599 | ProgramServicesAmt |
| Management And General | $455,842 | ManagementAndGeneralAmt |
| Fundraising | $300,129 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,715 | TotalAmt |
| Program Services | $316,715 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,000 | TotalAmt |
| Management And General | $170,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,832,265 | TotalAmt |
| Fundraising | $1,832,265 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,157,333 | TotalAmt |
| Program Services | $2,508 | ProgramServicesAmt |
| Management And General | $4,153,959 | ManagementAndGeneralAmt |
| Fundraising | $866 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,380,895 | TotalAmt |
| Program Services | $9,963,949 | ProgramServicesAmt |
| Management And General | $1,855,626 | ManagementAndGeneralAmt |
| Fundraising | $561,320 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,854,527 | TotalAmt |
| Program Services | $1,346,393 | ProgramServicesAmt |
| Management And General | $1,799,064 | ManagementAndGeneralAmt |
| Fundraising | $709,070 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,309,926 | TotalAmt |
| Program Services | $2,282,423 | ProgramServicesAmt |
| Management And General | $9,445 | ManagementAndGeneralAmt |
| Fundraising | $18,058 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,073,798 | TotalAmt |
| Program Services | $8,336,507 | ProgramServicesAmt |
| Management And General | $611,365 | ManagementAndGeneralAmt |
| Fundraising | $125,926 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,387,524 | TotalAmt |
| Program Services | $2,962,822 | ProgramServicesAmt |
| Management And General | $266,955 | ManagementAndGeneralAmt |
| Fundraising | $157,747 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,985 | TotalAmt |
| Program Services | $592,505 | ProgramServicesAmt |
| Management And General | $80,373 | ManagementAndGeneralAmt |
| Fundraising | $67,107 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,123 | TotalAmt |
| Program Services | $10,123 | ProgramServicesAmt |
| Management And General | $73,875 | ManagementAndGeneralAmt |
| Fundraising | $125 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,627 | TotalAmt |
| Program Services | $158,157 | ProgramServicesAmt |
| Management And General | $369,847 | ManagementAndGeneralAmt |
| Fundraising | $54,623 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,516,213 | TotalAmt |
| Program Services | $715,940 | ProgramServicesAmt |
| Management And General | $554,603 | ManagementAndGeneralAmt |
| Fundraising | $245,670 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing & postage | $21,622,171 | $7,551,249 | $80,309 | $13,990,613 |
| Volunteer expenses | $3,177,586 | $3,157,780 | $19,806 | |
| Telecommunication expen | $1,644,199 | $1,576,507 | $35,230 | $32,462 |
| Taxes & Licenses | $1,159,056 | $253,219 | $821,455 | $84,382 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,709,208 | TotalAmt |
| Program Services | $576,472 | ProgramServicesAmt |
| Management And General | $983,162 | ManagementAndGeneralAmt |
| Fundraising | $149,574 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,405,209 | TotalAmt |
| Program Services | $152,479,409 | ProgramServicesAmt |
| Management And General | $19,677,604 | ManagementAndGeneralAmt |
| Fundraising | $23,248,196 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,351,191 | TotalAmt |
| Program Services | $5,596,538 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $10,754,653 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,971,589 | BOYAmt |
| EOY | $2,328,296 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,146,436 | BOYAmt |
| EOY | $7,234,612 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,682,402 | BOYAmt |
| EOY | $13,222,990 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $193 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $797,565 | BOYAmt |
| EOY | $997,938 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,963,546 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,511,202 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,008,778 | BOYAmt |
| EOY | $10,452,344 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,635,091 | BOYAmt |
| EOY | $287,072,370 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,610,943 | BOYAmt |
| EOY | $336,318,235 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,112,604 | BOYAmt |
| EOY | $4,824,969 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,627 | BOYAmt |
| EOY | $201,367 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,184,035 | BOYAmt |
| EOY | $662,653,314 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,707,583 | BOYAmt |
| EOY | $22,010,798 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,091,301 | BOYAmt |
| EOY | $10,038,045 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000,000 | BOYAmt |
| EOY | $25,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,318,523 | BOYAmt |
| EOY | $3,185,224 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,117,407 | BOYAmt |
| EOY | $60,234,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,046,647 | BOYAmt |
| EOY | $147,112,691 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,019,981 | BOYAmt |
| EOY | $455,306,556 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,066,628 | BOYAmt |
| EOY | $602,419,247 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,184,035 | BOYAmt |
| EOY | $662,653,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,811,757 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$53,459,138 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $248,393,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,901,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,121,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $161,205,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,881,942 | CurrentTaxYearAmt |
| Total | $1,010,503,371 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $248,393,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,901,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,121,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $161,205,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,881,942 | CurrentTaxYearAmt |
| Total | $1,010,503,371 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $203,191,557 | SubstantialContributorsTotAmt |
| Public Support Total170 | $807,311,814 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,340,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,687,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,752,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,025,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,165,117 | CurrentTaxYearAmt |
| Total | $75,970,894 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $922,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,197,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $524,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,877,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,613,647 | CurrentTaxYearAmt |
| Total | $11,135,520 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,097,609,785 | TotalSupportAmt |
| Public Support CY170 | 0.73550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 10 (A): | 2018 Experience Corps program fees - $907,953 2018 All other program income - $213,238 2018 CGA severence - $226,859 2018 CGA change in value - ($436,277) 2018 Fundraising income - $10,150 2018 Miscellaenous income - $441 Total 2018 Program Service & Other Income - $922,364 |
| Part II, Line 10 (B): | 2019 Experience Corps program fees - $945,380 2019 All other program income - $441,701 2019 CGA severence - $215,914 2019 CGA change in value - ($405,481) 2019 Miscellaenous income - $87 Total 2019 Program Service & Other Income - $1,197,601 |
| Part II, Line 10 (C): | 2020 Experience Corps program fees - $268,525 2020 All other program income - $404,715 2020 CGA severence - $117,822 2020 CGA change in value - ($266,358) Total 2020 Program Service & Other Income - $524,704 |
| Part II, Line 10 (D): | 2021 Experience Corps program fees - $528,953 2021 All other program income - $1,536,526 2021 CGA severence - $21,402 2021 CGA change in value - ($209,693) 2021 Miscellaneous income - $17 Total 2021 Program Service & Other Income - $1,877,206 |
| Part II, Line 10 (E): | 2022 Experience Corps program fees - $339,480 2022 All other program income - $483,091 2022 CGA severence - $102,021 2022 CGA change in value - ($328,095) 2022 Miscellaneous income - $2,103 2022 Legal settlement - $6,015,047 Total 2022 Program Service & Other Income - $6,613,647 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $519,049,792 | BeginningYearBalanceAmt |
| Contributions | $1,945,206 | ContributionsAmt |
| Investment Earnings Or Losses | -$24,250,476 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,648,675 | OtherExpendituresAmt |
| End Year Balance | $476,095,847 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $469,744,289 | BeginningYearBalanceAmt |
| Contributions | $304,187 | ContributionsAmt |
| Investment Earnings Or Losses | $66,463,852 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,462,536 | OtherExpendituresAmt |
| End Year Balance | $519,049,792 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $442,770,788 | BeginningYearBalanceAmt |
| Contributions | $377,860 | ContributionsAmt |
| Investment Earnings Or Losses | $40,251,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,655,710 | OtherExpendituresAmt |
| End Year Balance | $469,744,289 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $307,583,157 | BeginningYearBalanceAmt |
| Contributions | $81,030,355 | ContributionsAmt |
| Investment Earnings Or Losses | $55,109,672 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $952,396 | OtherExpendituresAmt |
| End Year Balance | $442,770,788 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $244,360,170 | BeginningYearBalanceAmt |
| Contributions | $78,113,983 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,990,060 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$900,936 | OtherExpendituresAmt |
| End Year Balance | $307,583,157 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05791 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94209 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,440,000 | OtherCostOrOtherBasisAmt |
| Book Value | $4,440,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,736,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,893,913 | DepreciationAmt |
| Book Value | $5,842,995 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,786,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,617,289 | DepreciationAmt |
| Book Value | $169,349 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,452,344 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BNYM investment portfolio | $331,512,844 | F |
| Charitable gift annuities | $4,805,391 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $336,318,235 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Charitable Gift Annuity Liability | Desc |
| Amt | $3,185,224 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,185,224 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $198,412,697 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$53,459,138 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $54,346,246 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $887,108 | RevenueNotReportedAmt |
| Revenue Subtotal | $197,525,589 | RevenueSubtotalAmt |
| Other Revenues Not Included | $5,691,377 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,691,377 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $203,216,966 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $244,060,078 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $54,346,246 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $57,479 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $54,403,725 | ExpensesNotReportedAmt |
| Expenses Subtotal | $189,656,353 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $5,748,856 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,748,856 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $195,405,209 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Board Designated Quasi-Endowment The Foundation's net assets without donor restrictions include amounts designated by its board of directors to function as a quasi-endowment fund. The Foundation may spend the board-designated quasi-endowment in accordance with the spending policy. Assets of both the donor-restricted and quasi-endowment funds are invested in a broadly diversified portfolio spread over multiple asset classes. |
| Part X, Line 2: | AARP Foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. |
| Part XI, Line 4b - Other Adjustments: | statements Loss on disposal of fixed assets treated as expense in the financial -57,479. Investment expenses treated as contra-revenue in the financial statements 4,157,333. Investment expenses from K-1s included in unrealized gain on financial 1,591,523. statements |
| Part XII, Line 2d - Other Adjustments: | Loss on disposal of fixed assets treated as expense in the financial statements 57,479. |
| Part XII, Line 4b - Other Adjustments: | Investment expenses treated as contra-revenue in the financial statements 4,157,333. Investment expenses from K-1s included in unrealized gain on financial 1,591,523. statements |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | BNYM investment portfolio | $103,331,922 |
| Europe (Including Iceland & Greenland) | 0 | 0 | BNYM investment portfolio | $20,194,541 |
| North America | 0 | 0 | BNYM investment portfolio | $5,403,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $128,929,614 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $128,929,614 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III Accounting Method: | |
| Schedule F, Part IV, Questions 1 and 3 - 5 | Question 1: AARP Foundation invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign corporations. AARP Foundation will file other IRS forms in connection with such investments as necessary. Question 3: AARP Foundation invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign corporations. AARP Foundation will file other IRS forms in connection with such investments as necessary. Question 4: AARP Foundation invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, passive foreign investment companies. AARP Foundation will file other IRS forms in connection with such investments as necessary. Question 5: AARP Foundation invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign partnerships. AARP Foundation will file other IRS forms in connection with such investments as necessary. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Chapman Cubine Allen and Hussey Inc | ||||||||
| 2000 15th Street North Ste 550 | Arlington | VA | 22201 | Direct mail production management services | 0 | $0 | $628,732 | $0 |
| Gift Strategies LLC | ||||||||
| 1539 Fall River Ave Ste 3 | Seekonk | MA | 02771 | Outbound calling services to donors | 0 | $0 | $611,153 | $0 |
| Blue State Digital | ||||||||
| 41 Flatbush Avenue 8th Fl | Brooklyn | NY | 11217 | Marketing advisory services | 0 | $0 | $544,380 | $0 |
| Amergent | ||||||||
| 9 Centennial Drive | Peabody | MA | 01960 | Marketing advisory services | 0 | $0 | $48,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $1,832,265 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule G, Part I, Line 2b, Column (v): | These entities do not raise funds directly for AARP Foundation, but provide counsel, services, and support to AARP Foundation's internal development office. The amounts reflected in Schedule G are for the professional services and reimbursements paid by AARP Foundation for promotional and travel expenses. |
| Schedule G, Part I, Line 2b, Column (v): | Chapman Cubine Allen and Hussey, Inc. Professional fundraising fee $628,732 Consulting fee $14,406 Advertising & promotion $158,818 Total paid to Chapman Cubine Allen and Hussey, Inc. $801,956 Gift Strategies LLC Professional fundraising fee $611,153 Total paid to Gift Strategies LLC $611,153 Blue State Digital Professional fundraising fee $544,380 Consulting fee $118,984 Total paid to Blue State Digital $663,364 Amergent Professional fundraising fee $48,000 Advertising & promotion $16,900 Technology fee $68,900 Total paid to Amergent $133,800 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (124 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AARP | |||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | 501(c)(4) | $4,248,912 | $0 | Charitable work conducted on behalf of AARP Foundation | |
| Older Adults Technology Services | |||||||||
| 168 7th Street Suite 3A | Brooklyn | NY | 11215 | 550882599 | 501(c)(3) | $1,800,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| 3 Leaf Literacy Leadership and Learning Institute | |||||||||
| 5209 Clubview Drive | Dallas | TX | 75232 | 522416615 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Abington Township Public Library | |||||||||
| 1030 Old York Road | Abington | PA | 19001 | 236000025 | Govt. entity | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Accounting Aid Society | |||||||||
| 3031 W Grand Blvd Suite 470 | Detroit | MI | 48202 | 237310753 | 501(c)(3) | $200,000 | $0 | Grant to support AARP Foundation's Tax and Credit program | |
| Adelante Development Center | |||||||||
| 3900 Osuna Road NE | Albuquerque | NM | 87109 | 850262072 | 501(c)(3) | $60,000 | $0 | Grant to support AARP Foundation's Benefits program | |
| AES Literacy Institute Incorporated | |||||||||
| 8204 Elmbrook Drive Ste 213 | Dallas | TX | 75247 | 833899952 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Agency on Aging of South Central Connecticut | |||||||||
| 117 Washington Avenue Suite 17 | New Haven | CT | 06473 | 060915531 | 501(c)(3) | $5,051 | $0 | Grant to support AARP Foundation's Experience Corps program | |
| Aging People in Prison Human Rights Campaign | |||||||||
| 4306 Belvieu Avenue | Baltimore | MD | 21215 | 832771682 | 501(c)(3) | $6,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Alameda County Food Bank | |||||||||
| 7900 Edgewater Drive | Oakland | CA | 94621 | 942960297 | 501(c)(3) | $90,000 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| Arapahoe County Government | |||||||||
| 1690 W Littleton Blvd | Littleton | CO | 80120 | 846000740 | Government | $7,000 | $0 | Grant to support AARP Foundation's Back to Work 50+ program | |
| Ashville-Buncombe Technical Community College | |||||||||
| 340 Victoria Rd | Ashville | NC | 28801 | 561993458 | 501(c)(3) | $28,900 | $0 | Grant to support AARP Foundation's Workforce program | |
| Atlanta Community Food Bank | |||||||||
| 732 Joseph E Lowery Blvd NW | Atlanta | GA | 30318 | 581376648 | 501(c)(3) | $68,995 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| Atlanta Center Self-Sufficiency | |||||||||
| 460 Edgewood Ave SE | Atlanta | GA | 30312 | 581479816 | 501(c)(3) | $30,000 | $0 | Grant to support AARP Foundation's Back to Work 50+ program | |
| Austin Area Urban League | |||||||||
| 8011 Cameron Road Ste A100 | Austin | TX | 78754 | 741890518 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Benefits Data Trust | |||||||||
| Two Logan Square Ste 550 | Philadelphia | PA | 19102 | 203455598 | 501(c)(3) | $450,000 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| Benefits in Action | |||||||||
| PO Box 140598 | Edgewater | CO | 80214 | 873774775 | 501(c)(3) | $638,973 | $0 | Grant to support AARP Foundation's Benefits program | |
| Boys-Girls Club Washington | |||||||||
| 4103 Benning Road NE | Washington | DC | 20019 | 530236759 | 501(c)(3) | $300,000 | $0 | Grant to support AARP Foundation's Experience Corps program | |
| Brevard Workforce Development Board Inc | |||||||||
| 297 Barnes Blvd | Rockledge | FL | 32955 | 593031785 | 501(c)(3) | $65,000 | $0 | Grant to support AARP Foundation's Workforce program | |
| Career Gear Houston | |||||||||
| 7500 Bellaire Blvd Ste BB20 | Houston | TX | 77036 | 202383035 | 501(c)(3) | $6,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Chicago Cook Workforce Partnership | |||||||||
| 69 W Washington Suite 2860 | Chicago | IL | 60602 | 364122225 | 501(c)(3) | $105,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ & Back to Work 50+ programs | |
| Chicago Housing Authority | |||||||||
| 60 E Van Buren | Chicago | IL | 60605 | 366000618 | Government | $8,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Chinatown Services Center | |||||||||
| 767 N Hill Street Suite 400 | Los Angeles | CA | 90012 | 952918844 | 501(c)(3) | $205,000 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| Chinese Community Center Inc | |||||||||
| 9800 Town Park Drive | Houston | TX | 77036 | 760067885 | 501(c)(3) | $450,000 | $0 | Grant to support AARP Foundation's Benefits program | |
| City of Edwardsville | |||||||||
| 112 S Kansas Street | Edwardsville | IL | 62025 | 376001409 | Government | $6,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| City of Pottsboro | |||||||||
| PO Box 477 | Pottsboro | TX | 75076 | 756003903 | Government | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| City of Refuge Incorporated | |||||||||
| 1300 Joseph E Boone Blvd NW | Atlanta | GA | 30314 | 582194642 | 501(c)(3) | $85,000 | $0 | Grant to support AARP Foundation's Back to Work 50+ program | |
| City of Tempe | |||||||||
| 20 E 6th Street | Tempe | AZ | 85281 | 866000262 | Government | $37,493 | $0 | Grant to support AARP Foundation's Experience Corps program | |
| Coalition Latinoamericana | |||||||||
| 4938 Central Avenue | Charlotte | NC | 28205 | 581945776 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Coalition on Adult Basic Education | |||||||||
| PO Box 14400 | Bradenton | FL | 34280 | 593164580 | 501(c)(3) | $150,000 | $0 | Grant to support AARP Foundation's Workforce program | |
| Dress for Success Charity New Orleans | |||||||||
| 1700 Josephine St Ste 101 | New Orleans | LA | 70113 | 721444242 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Dress for Success Pittsburgh | |||||||||
| 305 34th Street | Pittsburgh | PA | 15201 | 202388089 | 501(c)(3) | $6,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Dress for Success Triangle NC | |||||||||
| 1812 Tillery Place Ste 105 | Raleigh | NC | 27604 | 262229898 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Dress for Success Winston Salem | |||||||||
| 375 Buxton Street | Winston Salem | NC | 27101 | 263973444 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| East Harris County Empowerment Council | |||||||||
| 11821 E Freeway Ste 500 | Houston | TX | 77029 | 270377576 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| East Side Learning Center | |||||||||
| 740 York Avenue | Saint Paul | MN | 55106 | 043699678 | 501(c)(3) | $191,957 | $0 | Grant to support AARP Foundation's Experience Corps program | |
| Economic Opportunity for Savannah Chatham County Area Inc | |||||||||
| 618 W Anderson Street | Savannah | GA | 31415 | 580952632 | 501(c)(3) | $60,000 | $0 | Grant to support AARP Foundation's Back to Work 50+ program | |
| El Camino Community College | |||||||||
| 16007 Crenshaw Blvd | Torrance | CA | 90506 | 956001060 | Govt. entity | $30,000 | $0 | Grant to support AARP Foundation's Back to Work 50+ program | |
| Elder Law of Michigan Inc | |||||||||
| 3815 W St Joseph Street No C200 | Lansin | MI | 48917 | 382960530 | 501(c)(3) | $148,868 | $0 | Grant to support AARP Foundation's Benefits program | |
| Elev8 Baltimore Inc | |||||||||
| 800 N Charles Street Ste 400 | Baltimore | MD | 21201 | 460889783 | 501(c)(3) | $300,000 | $0 | Grant to support AARP Foundation's Experience Corps program | |
| Enterprise Community Partners | |||||||||
| 70 Corporate Center 11000 Broken | Columbia | MD | 21044 | 521231931 | 501(c)(3) | $95,000 | $0 | Grant to support AARP Foundation's Benefits program | Land Pkwy Ste 700 |
| Evelyn Rubenstein Jewish Community Center | |||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $12,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Family Service Center of Houston and Harris County | |||||||||
| PO Box 70068 | Houston | TX | 77270 | 741152613 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Father Matters Inc | |||||||||
| PO Box 13575 | Tempe | AZ | 85284 | 911846806 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Fundacion Fondo Acceso a la Justicia | |||||||||
| 800 Edificio Comercial 18 Ofic | San Juan | PR | 00907 | 660831102 | $150,000 | $0 | Donation for disaster recovery | 201-A | |
| Feeding Texas | |||||||||
| 1524 S IH 35 Suite 342 | Austin | TX | 78704 | 742762542 | 501(c)(3) | $125,000 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| Feeding the Gulf Coast | |||||||||
| 5248 Mobile South Street | Theodore | AL | 36582 | 630821997 | 501(c)(3) | $150,000 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| Fisher Titus Medical Center | |||||||||
| 272 Benedict Avenue | Norwalk | OH | 44857 | 344430716 | 501(c)(3) | $146,625 | $0 | Grant to support AARP Foundation's Benefits program | |
| FRAC (Food Research & Action Center) | |||||||||
| 1200 18th Street NW Suite 400 | Washington | DC | 20036 | 237200739 | 501(c)(3) | $50,000 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| Foundation Communities | |||||||||
| 3036 S 1st Street Suite 200 | Austin | TX | 78704 | 742563260 | 501(c)(3) | $113,928 | $0 | Grant to support AARP Foundation's Benefits program | |
| Friends of the New Orleans Public Library | |||||||||
| 219 Loyola Avenue | New Orleans | LA | 70112 | 726028003 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Friends of the Tomball Community Library | |||||||||
| 30555 State Highway 249 | Tomball | TX | 77375 | 474487756 | 501(c)(3) | $8,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Full Circle Communities | |||||||||
| 310 S Peoria Street Ste 500 | Chicago | IL | 60607 | 364382850 | 501(c)(3) | $6,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Gervonni Cares Inc | |||||||||
| 10332 W Crown King Road | Tolleson | AZ | 85353 | 852229689 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Goodwill Industries of the Coastal Empire Inc | |||||||||
| 7220 Sallie Mood Drive | Savannah | GA | 31406 | 461548302 | 501(c)(3) | $30,000 | $0 | Grant to support AARP Foundation's Back to Work 50+ program | |
| Greater Cleveland Volunteers | |||||||||
| 4415 Euclid Avenue Ste 200 | Cleveland | OH | 44103 | 341356768 | 501(c)(3) | $12,508 | $0 | Grant to support AARP Foundation's Experience Corps program | |
| Harris County Friends of the Library | |||||||||
| 5749 South Loop E | Houston | TX | 77033 | 760240145 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Hispanic Chamber of Commerce of LA Foundation | |||||||||
| 1515 Poydras St Ste 1010 | New Orleans | LA | 70112 | 223939922 | 501(c)(3) | $6,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Housing Authority City of Pittsburgh | |||||||||
| 200 Ross Street 8th Fl | Pittsburgh | PA | 15219 | 256001768 | Govt. entity | $6,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Housing Authority of the City of Brownsville | |||||||||
| 2606 Boca Chica Blvd | Brownsville | TX | 78521 | 746000426 | Govt. entity | $12,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Housing Authority of the City of Goldsboro | |||||||||
| 700 N Jefferson Avenue | Goldsboro | NC | 27530 | 566003260 | Govt. entity | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Houston Food Bank | |||||||||
| 535 Portwall Street | Houston | TX | 77029 | 760311190 | 501(c)(3) | $120,850 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| Hunger Free America Inc | |||||||||
| 50 Broad Street Ste 1103 | New York | NY | 10004 | 133471350 | 501(c)(3) | $150,000 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| Info Line of San Diego County | |||||||||
| 3860 Calle Fortunada Ste 101 | San Diego | CA | 92123 | 331029843 | 501(c)(3) | $525,000 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| Iowa Center of Economic Success | |||||||||
| 8345 University Blvd Ste F | Clive | IA | 50325 | 201037604 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Work for Yourself 50+ program | |
| Jefferson State Community College | |||||||||
| 2601 Carson Road | Birmingham | AL | 35215 | 630501357 | Govt. entity | $25,000 | $0 | Grant to support AARP Foundation's Back to Work 50+ program | |
| Jewish Family Services of San Antonio Texas Inc | |||||||||
| 12500 N W Military Hwy 250 | San Antonio | TX | 78231 | 741759254 | 501(c)(3) | $8,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Jewish Family Services of Greater Dallas Inc | |||||||||
| 5402 Arapaho Road | Dallas | TX | 75248 | 751992728 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| LA Family Housing Corp | |||||||||
| 7843 Lankershim Blvd | North Hollywood | CA | 91605 | 953920560 | 501(c)(3) | $450,000 | $0 | Grant to Improved Financial Stability for Older Adults Experiencing Homelessness in Los Angeles | |
| Lee County Legal Aid Society | |||||||||
| 2400 First St Unit 214 | Fort Myers | FL | 33901 | 591163686 | 501(c)(3) | $150,000 | $0 | Grant to support disaster relief | |
| Legal Aid at Work | |||||||||
| 180 Montgomery Street Ste 600 | San Francisco | CA | 94104 | 942783401 | 501(c)(3) | $75,000 | $0 | Grant to support AARP Foundation's Benefits program | |
| Legal Aid Services of Broward County | |||||||||
| 491 North State Road 7 | Plantation | FL | 33317 | 591547191 | 501(c)(3) | $150,000 | $0 | Grant to support disaster relief | |
| Legal Society of Cleveland | |||||||||
| 1223 W 6th Street | Cleveland | OH | 44113 | 340866026 | 501(c)(3) | $100,000 | $0 | Grant to Relieve Debt Burdens for Older Consumers through Legal Aid | |
| L-H Transitional Center Inc | |||||||||
| 2410 Caplin St | Houston | TX | 77026 | 760654765 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Literacy Action Inc | |||||||||
| 231 Peachtree St NE Ste M100 | Atlanta | GA | 30303 | 581053728 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Literations | |||||||||
| 25 Kingston Street 4th Fl | Boston | MA | 02111 | 043227007 | 501(c)(3) | $194,105 | $0 | Grant to support AARP Foundation's Experience Corps program | |
| Medicare Rights Center Inc | |||||||||
| 1444 I Street NW Ste 1105 | Washington | DC | 20005 | 133505372 | 501(c)(3) | $150,000 | $0 | Grant to support AARP Foundation's Benefits program | |
| Mesa Community Action Network Inc | |||||||||
| 868 E University Drive | Mesa | AZ | 85203 | 860558407 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Metropolitan Family Service | |||||||||
| 230 NE 2nd Avenue Ste 2 | Hillsboro | OR | 97124 | 930397825 | 501(c)(3) | $94,501 | $0 | Grant to support AARP Foundation's Experience Corps program | |
| MHP Salud | |||||||||
| 2111 Golfside Drive 2B | Ypsilanti | MI | 48197 | 383092194 | 501(c)(3) | $445,104 | $0 | Grant to support AARP Foundation's Benefits program | |
| mRelief | |||||||||
| 233 N Michigan Avenue | Chicago | IL | 60601 | 473559589 | 501(c)(3) | $352,665 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| National Experienced Workforce Solutions | |||||||||
| 3811 North Fairfax Drive Suite 900 | Arlington | VA | 22203 | 522003078 | 501(c)(3) | $250,000 | $0 | Grant to support AARP Foundation's Workforce program | |
| National Foundation for Credit Counseling | |||||||||
| 2033 K Street NW Suite 425 | Washington | DC | 20006 | 530132493 | 501(c)(3) | $150,000 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| New Hanover County | |||||||||
| 230 Government Center Dr Ste 165 | Wilmington | NC | 28403 | 566000324 | Government | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Northampton Community College | |||||||||
| 3835 Green Pond Road | Bethlehem | PA | 18020 | 236417444 | Govt. entity | $30,000 | $0 | Grant to support AARP Foundation's Back to Work 50+ program | |
| Northwest Georgia Housing Authority | |||||||||
| PO Box 1428 | Rome | GA | 30162 | 753115354 | Government | $6,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Opportunities for Success Education Center Inc | |||||||||
| 13405 Floyd Circle Ste 106 | Dallas | TX | 75243 | 814875958 | 501(c)(3) | $6,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Orange County's United Way | |||||||||
| 18012 Mitchell South | Irvine | CA | 92614 | 330047994 | 501(c)(3) | $120,000 | $0 | Grant to support AARP Foundation's Tax and Credit program | |
| Pennsylvania Association for the Blind | |||||||||
| 71 S 1st Avenue | Coatesville | PA | 19320 | 231403149 | 501(c)(3) | $6,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Ponce Neighborhood Housing Services Inc | |||||||||
| 57 Calle Mendez Vigo | Ponce | PR | 00730 | 660501718 | 501(c)(3) | $125,000 | $0 | Grant to support disaster relief | |
| Region One Education Service Center | |||||||||
| 1900 W Schunior | Edinburg | TX | 78541 | 741588186 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Richland County Public Library | |||||||||
| 1431 Assembly Street | Columbia | SC | 29201 | 576000396 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Sacramento Food Bank | |||||||||
| 3333 3rd Avenue | Sacramento | CA | 95817 | 943315566 | 501(c)(3) | $60,000 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| San Antonio Food Bank | |||||||||
| 5200 Old Highway 90 West | San Antonio | TX | 78227 | 742122979 | 501(c)(3) | $155,000 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| San Francisco Marin Food Bank | |||||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | 943041517 | 501(c)(3) | $110,000 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| St Bernard Project Total | |||||||||
| 2645 Toulouse Street | New Orleans | LA | 70119 | 262189665 | 501(c)(3) | $225,000 | $0 | Grant to support disaster relief | |
| South Carolina Association of Community Action | |||||||||
| 2700 Middleburg Dr | Columbia | SC | 29204 | 550861643 | 501(c)(3) | $190,000 | $0 | Grant to support AARP Foundation's Workforce program | |
| SC Thrive | |||||||||
| 2211 Alpine Road Extension | Columbia | SC | 29223 | 901011409 | 501(c)(3) | $427,902 | $0 | Grant to support AARP Foundation's SNAP benefits program | |
| Seattle Jobs Initiative | |||||||||
| 1200 12th Ave S Unit 160 | Seattle | WA | 98144 | 470900181 | 501(c)(3) | $17,615 | $0 | Grant to support AARP Foundation's Workforce program | |
| Senior Community Services Inc | |||||||||
| 600 Swarthmore Avenue | Folsom | PA | 19033 | 232036247 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Senior Friendship Centers | |||||||||
| 1888 Brother Geenen Way | Sarasota | FL | 34236 | 591522614 | 501(c)(3) | $300,000 | $0 | Grant to support disaster relief | |
| Single Stop USA Inc | |||||||||
| 123 William St 901 | New York | NY | 10038 | 208837690 | 501(c)(3) | $200,000 | $0 | Grant to support AARP Foundation's Tax and Credit program | |
| South AL Regional Planning Commission | |||||||||
| 110 Beauregard St Suite 207 | Mobile | AL | 36602 | 630501382 | 501(c)(3) | $148,000 | $0 | Grant to support AARP Foundation's Benefits program | |
| South Central Workforce Investment Board | |||||||||
| 4201 Crums Mill Road Ste 200 | Harrisburg | PA | 17112 | 510475788 | 501(c)(3) | $6,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| St Bernard Parish Government Workforce | |||||||||
| 8201 West Judge Perez Drive | Chalmette | LA | 70043 | 720976906 | Government | $85,000 | $0 | Grant to support AARP Foundation's Back to Work 50+ program | |
| Stem Atlanta Women Inc | |||||||||
| 191 Peachtree St NW Ste 3975 | Atlanta | GA | 30303 | 812581796 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| System for Education Empowerment and Success | |||||||||
| 7037 Capitol Street Ste E221 | Houston | TX | 77011 | 262955047 | 501(c)(3) | $8,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| The Business Center for Entrepreneurship | |||||||||
| 7500 Germantown Avenue Elders Hall | Philadelphia | PA | 19119 | 232972070 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | Suite 113 |
| The Edge Connection | |||||||||
| 975 Cobb Place Boulevard NW | Kennesaw | GA | 30144 | 582634871 | 501(c)(3) | $6,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| The LGBTQ Center of Durham Inc | |||||||||
| 112 W Main Street | Durham | NC | 27701 | 271277498 | 501(c)(3) | $100,000 | $0 | Grant to support AARP Foundation's Back to Work 50+ program | |
| The Salvation Army | |||||||||
| 1250 W 119th Street | Chicago | IL | 60643 | 362167909 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| The Women's Resource of Greater Houston | |||||||||
| 730 N Post Oak Rd | Houston | TX | 77024 | 760318261 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| YMCA of Central Maryland Inc dba The Y in Central Maryland | |||||||||
| 303 W Chesapeake Avenue | Baltimore | MD | 21204 | 520591699 | 501(c)(3) | $300,000 | $0 | Grant to support AARP Foundation's Experience Corps program | |
| Tri-County Urban League Inc | |||||||||
| 317 S Macarthur Hwy | Peoria | IL | 61605 | 370888235 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| University of Southern California | |||||||||
| 3500 South Figueroa St Ste 102 | Los Angeles | CA | 90089 | 951642394 | 501(c)(3) | $110,000 | $0 | Grant to support AARP Foundation's Benefits program | |
| United Way of the Bay Area | |||||||||
| 550 Kearny Street | San Francisco | CA | 94108 | 941312348 | 501(c)(3) | $200,000 | $0 | Grant to support AARP Foundation's Tax and Credit program | |
| United Way Tucson and Southern Arizona | |||||||||
| 330 North Commerce Park Loop | Tucson | AZ | 85745 | 860098932 | 501(c)(3) | $100,289 | $0 | Grant to support AARP Foundation's Benefits program | |
| University of Washington | |||||||||
| 1107 NE 45th Street Suite 400 | Seattle | WA | 98105 | 916001537 | Govt. entity | $19,323 | $0 | Grant to support AARP Foundation's Social Connection program | |
| Urban League of Greater Atlanta | |||||||||
| 229 Peachtree St NE Ste 300 | Atlanta | GA | 30303 | 580593386 | 501(c)(3) | $9,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ & Work for Yourself 50+ programs | |
| Women Are Dreamers Too | |||||||||
| PO Box 1371 | Alpharetta | GA | 30009 | 522288027 | 501(c)(3) | $10,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Worklife Ministries Inc | |||||||||
| 1900 Saint James Place Ste 880 | Houston | TX | 77056 | 760312087 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| YMCA of El Paso | |||||||||
| 810 Wyoming Avenue | El Paso | TX | 79902 | 741109880 | 501(c)(3) | $20,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Youth Co-Op Inc | |||||||||
| 3525 NW 7th Street | Miami | FL | 33125 | 237320351 | 501(c)(3) | $70,000 | $0 | Grant to support AARP Foundation's Back to Work 50+ program | |
| YWCA Metropolitan Chicago | |||||||||
| 1 N Lasalle Street Ste 1150 | Chicago | IL | 60602 | 362179765 | 501(c)(3) | $8,000 | $0 | Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 122 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCSEP Enrollee wages and benefits | 10625 | $65,236,850 |
| Experience Corps mentoring & tutoring stipends | 85 | $272,739 |
| Employee and Enrollee disaster recovery | 3 | $13,975 |
| Save Your Refund promotion | 3 | $15,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | AARP Foundation has written grant agreements in place with financial and programmatic reporting requirements. The reports are reviewed and final payments are not made until all work has been completed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Patricia D Shannon | ||||||||||||||
| CFO & Senior Vice President | $359,986 | $0 | $82,422 | $0 | $7,654 | $0 | $12,200 | $52,948 | $14,776 | $0 | $477,038 | $52,948 | $0 | $0 |
| David Whitehead | ||||||||||||||
| SVP & Chief Development Officer | $303,377 | $11,695 | $69,663 | $0 | $7,703 | $0 | $12,200 | $52,948 | $15,978 | $0 | $408,921 | $64,643 | $0 | $0 |
| Emily S Allen - SVP Programs | ||||||||||||||
| & Interim Pres. (as of 6/10/22) | $288,599 | $0 | $66,025 | $0 | $7,515 | $0 | $12,200 | $52,948 | $9,205 | $0 | $383,544 | $52,948 | $0 | $0 |
| Lisa Marsh Ryerson | ||||||||||||||
| President (until 6/10/22) | $179,783 | $2,933 | $114,746 | $0 | $40,221 | $0 | $11,899 | $51,640 | $8,758 | $0 | $355,407 | $54,573 | $0 | $0 |
| William A Rivera | ||||||||||||||
| SVP - Litigation | $252,008 | $14,289 | $60,242 | $0 | $5,323 | $0 | $12,200 | $52,948 | $1,375 | $0 | $331,148 | $67,237 | $0 | $0 |
| Jami Wyatt | ||||||||||||||
| Secretary | $0 | $249,113 | $0 | $53,852 | $0 | $4,666 | $0 | $64,713 | $0 | $23,740 | $0 | $396,084 | $0 | $0 |
| Demerios Antzoulatos | ||||||||||||||
| VP - Finance, Grants, & Operations | $229,762 | $0 | $56,564 | $0 | $4,741 | $0 | $11,453 | $49,706 | $23,640 | $0 | $326,160 | $49,706 | $0 | $0 |
| Stephen Venute | ||||||||||||||
| VP - Corp & Fdn Relations | $227,394 | $0 | $49,587 | $0 | $5,979 | $0 | $11,079 | $48,084 | $8,302 | $0 | $302,341 | $48,084 | $0 | $0 |
| Patrick Landers | ||||||||||||||
| VP - Strategy & Innovation | $223,612 | $0 | $47,989 | $0 | $4,597 | $0 | $10,864 | $47,150 | $15,661 | $0 | $302,723 | $47,150 | $0 | $0 |
| Marc McDonald | ||||||||||||||
| VP - Integration | $216,490 | $0 | $47,590 | $0 | $4,795 | $0 | $10,563 | $45,844 | $17,609 | $0 | $297,047 | $45,844 | $0 | $0 |
| Steven Delvecchio | ||||||||||||||
| VP - Direct Response | $223,125 | $0 | $48,657 | $0 | $6,256 | $0 | $10,871 | $47,181 | $1,156 | $0 | $290,065 | $47,181 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1A: | All non-employee officers and directors for AARP Foundation serve on a volunteer basis and are not compensated for their generous commitment to AARP Foundation. The officers, directors, and key employees are reimbursed by AARP Foundation for travel and subsistence costs incurred in carrying out their duties. Board members Libby Sartain, Robert Blancato, and Margo James Copeland sit on both The AARP, Inc. board and the AARP Foundation board. AARP, Inc. pays all spouse/companion travel expenses for these board members and issues the required 1099-MISC with the applicable income tax gross-up payment. |
| Part I, Line 5: | AARP Foundation participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, one of which is gross revenue. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | District of Columbia | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 254839H48 | CUSIPNum |
| Bond Issued | 2004-10-21 | BondIssuedDt |
| Issue Price | $25,000,000 | IssuePriceAmt |
| Purpose | Purchase of Office Space | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $25,000,000 | TotalProceedsAmt |
| Capital Expenditures | $23,688,767 | CapitalExpendituresAmt |
| Other Spent Proceeds | $1,311,233 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00600 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00600 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Affiliated entity | RelationshipDescriptionTxt |
| Transaction | $4,248,912 | TransactionAmt |
| Transaction | Grants for performance of charitable activities on behalf of AARP Foundation | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | AARP Foundation made the following changes to it Bylaws or other governing documents in 2022: 1. The AARP Foundation Bylaws were amended to allow the Foundation President to be eligible for election to the AARP Foundation Board as an "Unaffiliated" (non-AARP Board Member) Director. 2. The maximum numbers of directors was increased to 11 to accommodate the addition of the President to the Board. 3. The President is not subject to a limitation on number of terms; however, the President's membership on the Board ends when the President no longer serves as President of AARP Foundation. 4. The Foundation Board also adopted a policy to govern conflicts of interest, real or perceived, governing the Foundation President's service on the Board and excludes the President from votin on the election of directors and board leaders; and matters concerning the President, including the President's compensation. 5. When the President is prohibited from voting, the determination of a quorum, the outcome of any votes, and the unanimous consents will not count the President's position in making such determinations. 6. The President is prohibited from serving as a board leader. 7. The President is prohibited from serving on a committee unless the committee's charter allows for such service. |
| Form 990, Part VI, Section A, line 7a | The AARP Board of Directors appoints up to eleven voting members of the AARP Foundation Board of Directors. Up to four of the AARP Foundation board members may be current members of the AARP Board. The remaining board members shall be unaffiliated with AARP. |
| Form 990, Part VI, Section A, line 7b | The AARP Board of Directors appoints up to eleven voting members of the AARP Foundation Board of Directors. Up to four of the AARP Foundation board members may be current AARP board members. The remaining board members shall be unaffiliated with AARP. An AARP Foundation board member may be removed, with or without cause, by formal action of the AARP Foundation Board or the AARP Board, and a successor shall be appointed in accordance to the process described in the bylaws. The AARP Foundation bylaws provide that no amendments to the bylaws adopted by the Foundation may take effect until approved by the AARP Board of Directors. |
| Form 990, Part VI, Section B, line 11b | The AARP Foundation Form 990 is prepared by AARP's internal tax department and reviewed by the Foundation's CFO and other internal reviewers. The Form 990 is then provided to the Board of Directors. Once all reviews are complete, the return is electronically filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | Annually, all board members and employees (including officers) are required to review the code of conduct, formally acknowledge their understanding of the code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors), and the Ethics & Compliance Office. The appropriate mitigation plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed. |
| Form 990, Part VI, Section B, line 15a | Through its shared services agreement with AARP, AARP Foundation participates in AARP's enterprise-wide compensation reviews. AARP has a competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape in which AARP and its affiliates compete for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possbile) from an independent, third party compensation consulting firm, internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive award programs. This process applies to all employees of the Foundation including the President, CFO, and key employees. The AARP Foundation Board Governance Committee provides input to the CEO of AARP on the President's performance and compensation based on the AARP Foundation Board Goverance Committee's evaluation of the President's performance, and the AARP CEO then recommends adjustments to the President's compensation package to the AARP Foundation Board. The AARP Foundation Board provides final approval over any adjustments to the President's compensation package. |
| Form 990, Part VI, Section C, line 19 | AARP Foundation makes its Form 990 and audited financial statements available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO. |
| Form 990, Part VII, Section A | Officers, Key Employees, and Highest Compensated Employees: AARP Foundation has a standard 40 hour work week and the average hours are disclosed on Form 990. Officers, key employees, and highest compensated employees often work in excess of that amount. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AARP (consolidated) | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | Social welfare organization dedicated to persons over age 50 | DC | 501(c)(4) | N/A | N/A | 0 | |
| Legal Counsel for the Elderly | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 521194741 | Public charity providing legal assistance/education to DC elderly residents | DC | 501(c)(3) | 509(A)(1) | 0 | AARP | |
| AARP Insurance Plan | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 526069387 | Grantor trust holding certain AARP group health insurance policies | DC | 501(c)(4) | N/A | 0 | AARP | |
| Wish of a Lifetime | |||||||||||
| 303 East 17th Avenue Ste 850 | Denver | CO | 80203 | 262123649 | Shift how society values seniors by granting/sharing lifelong wishes | CO | 501(c)(3) | 509(A)(1) | 0 | AARP | |
| Older Adults Technology Services | |||||||||||
| 168 7th Street Ste 3A | Brooklyn | NY | 11215 | 550882599 | Harness the power of technology to change the way we age | NY | 501(c)(3) | 509(A)(1) | 0 | AARP | |
| AARP Foundation Trust co BlackRock Institutional Trust Company NA TTE | |||||||||||
| 400 Howard Street | San Francisco | CA | 94105 | 306645385 | Grantor trust holding certain exchange traded funds in investment | CA | 501(c)(3) | 509(A)(1) | 0 | AARP Foundation | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|
| AARP Financial Services Corporation | ||||||||||
| 601 E Street NW | Washington | DC | 20049 | 521367607 | Real estate holding company | DE | AARP | C | 0 | |
| AARP Services Inc (consolidated) | ||||||||||
| 620 F Street NW | Washington | DC | 20004 | 522141065 | Qualtiy control and research | DE | AARP | C | 0 | |
| The H Wayne and Anne D Barbetti Charitable Remainder Unitrust | ||||||||||
| 5011 Haven Avenue | Ocean City | NJ | 08226 | 206379297 | Charitable remainder trust | NJ | T | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP Inc - grant awards for performance of charitable activities | ||
| B | $4,248,912 | Grant agreements |
| AARP Inc | ||
| C | $3,491,859 | Cash contributions |
| AARP Inc - bond standby agreement | ||
| E | $25,000,000 | In the event of default |
| AARP Inc - in-kind advertising | ||
| M | $5,647,022 | Publication space market value |
| AARP Inc - in-kind shared services | ||
| M | $25,855,489 | Allocable cost |
| AARP Inc - in-kind rent | ||
| N | $60,496 | See supplemental information |
| AARP Inc - mailing lists | ||
| N | $0 | See supplemental information |
| AARP Inc - maintenance | ||
| P | $881,448 | Costs incurred |
| AARP Inc - employee salary | ||
| Q | $417,211 | Actual salary for time reported |
| AARP Inc - 25k annual fee line of credit | ||
| R | $25,000 | Cash paid |
| Andrus Insurance Fund Inc - workers' comp & other insurance | ||
| R | $2,516,079 | Premiums paid |
| AARP Services Inc | ||
| C | $2,250 | Cash contributions |
| Older Adults Technology Services | ||
| B | $1,800,000 | Grant agreement |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 2(A)(7) | FormAndLineReferenceDesc |
| Explanation | AARP Foundation and AARP, its parent organziation, share mailing lists. AARP does not rent its mailing list to other organizations, so a fair market value of the benefit to the Foundation has not been established. The AARP list is much larger and thus presumably more valuable than the Foundation list. Moreover, the vast majority of names on the AARP Foundation list are already on the AARP list, as they are also AARP members. | ExplanationTxt |