AARP FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AARP FOUNDATION (EIN 52-0794300)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202223139349304457
- Schema version
- 2021v4.2
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T14:13:40-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SOUTH GRAND AVENUE STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | EMILY S ALLEN | PersonNm |
| Person Title | INTERIM PRESIDENT | PersonTitleTxt |
| Phone | 2024343399 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMILY | PersonFirstNm |
| Person Last | ALLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PARVIN VAN ENGER | PreparerPersonNm |
| PTIN | P00955143 | PTIN |
| Phone | 2135932300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EMILY S ALLEN | 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 | $780,071,090 | 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 | SERVES VULNERABLE PEOPLE OVER 50 BY CREATING AND ADVANCING EFFECTIVE SOLUTIONS THAT HELP THEM SECURE THE ESSENTIALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 356 | TotalEmployeeCnt |
| Total Volunteers | 27077 | TotalVolunteersCnt |
| Total Gross UBI | $272,847 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $175,849 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $167,121,308 | PYContributionsGrantsAmt |
| CY Contributions Grants | $161,205,196 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $673,239 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,065,479 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,272,863 | PYInvestmentIncomeAmt |
| CY Investment Income | $90,351,797 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$520,867 | PYOtherRevenueAmt |
| CY Other Revenue | $540,627 | CYOtherRevenueAmt |
| PY Total Revenue | $186,546,543 | PYTotalRevenueAmt |
| CY Total Revenue | $254,163,099 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $69,721,631 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $73,303,697 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $41,959,162 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,610,564 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,652,307 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,841,697 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,831,466 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $59,928,874 | PYOtherExpensesAmt |
| CY Other Expenses | $62,828,201 | CYOtherExpensesAmt |
| PY Total Expenses | $173,261,974 | PYTotalExpensesAmt |
| CY Total Expenses | $181,584,159 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,284,569 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $72,578,940 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $636,519,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $703,184,035 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,627,484 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,117,407 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $581,891,825 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $648,066,628 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AARP FOUNDATION SERVES VULNERABLE PEOPLE OVER 50 BY CREATING AND ADVANCING EFFECTIVE SOLUTIONS THAT HELP THEM SECURE THE ESSENTIALS.OUR APPROACH EMPHASIZES EQUITABLE OUTCOMES FOR POPULATIONS THAT HAVE FACED SYSTEMIC DISCRIMINATION. THROUGH VIGOROUS LEGAL ADVOCACY AND EVIDENCE-BASED SOLUTIONS. WE FOSTER RESILIENCE, ADVANCE EQUITY, AND RESTORE HOPE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $82,623,092 | ExpenseAmt |
| Grant | $59,161,444 | GrantAmt |
| Desc | WORKFORCE PROGRAMSSENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM:FUNDED BY THE U.S. DEPARTMENT OF LABOR, THE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) HAS OPERATED FOR 56 YEARS, MAKING IT THE OLDEST AND LARGEST PROGRAM IN THE COUNTRY TO SERVE OLDER WORKERS. SCSEP IS A COMPREHENSIVE JOB TRAINING PROGRAM FOR ADULTS OVER 55 WHO ARE LIVING WITH LOW INCOME. IT FOCUSES ON DEVELOPING SKILLS AND COMPETENCIES THROUGH PAID WORK-BASED TRAINING IN A VARIETY OF COMMUNITY SERVICE ORGANIZATIONS (KNOWN AS HOST AGENCIES), WITH THE GOAL OF ENABLING PARTICIPANTS TO OBTAIN IN-DEMAND, HIGH-QUALITY JOBS. AARP FOUNDATION SCSEP HAS WORKED WITH OVER 3,000 HOST AGENCIES THAT INCLUDE NONPROFIT ORGANIZATIONS AND PUBLIC AGENCIES IN 473 COMMUNITIES IN 19 STATES AND PUERTO RICO. BASED ON THEIR EMPLOYMENT GOALS AND INTERESTS, SCSEP PARTICIPANTS ALSO RECEIVE OCCUPATIONAL, DIGITAL, AND EMPLOYABILITY SKILLS TRAINING AND A RANGE OF CRITICAL SUPPORT SERVICES. AARPFOUNDATION.ORG/SCSEP. BACK TO WORK 50+: SINCE 2013, BACK TO WORK 50+ (BTW50+) HAS SERVED UNEMPLOYED JOBSEEKERS 50 AND OLDER THROUGH JOB SEARCH RESOURCES, WORKSHOPS, AND COACHING. IN 2021 THERE WERE TWO SERVICE DELIVERY MODELS: A DIRECT-TO-CONSUMER MODEL, KNOWN AS THE NATIONAL ONLINE PROGRAM; AND A PROVIDER NETWORK. THE NATIONAL ONLINE PROGRAM IS HOSTED BY A SMALL TEAM OF AARP FOUNDATION NATIONAL COACHES WHO FACILITATE A VIRTUAL PROGRAM USING ZOOM AND OUR LEARNING MANAGEMENT SYSTEM. THE BTW50+ PROVIDER NETWORK OPERATES IN 12 COMMUNITIES, PROVIDING VIRTUAL AND IN-PERSON WORKSHOPS AND COACHING. THE PROGRAM IS ALSO TESTING THE INTEGRATION OF SKILL DEVELOPMENT OPPORTUNITIES FOR PARTICIPANTS, AND THREE PROGRAM PROVIDERS ARE IMPLEMENTING A SKILLS-BUILDING BRIDGE PROJECT. AARPFOUNDATION.ORG/BACKTOWORK.WORK 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 AND MICROENTERPRISE OPTIONS (SUCH AS GIG WORK OR INDEPENDENT CONTRACTOR EMPLOYMENT) SO THEY CAN INCREASE THEIR FINANCIAL STABILITY. A SERIES OF WORKSHOPS AND A TOOLKIT GUIDE PARTICIPANTS THROUGH FIVE SIMPLE STEPS, WITH PLENTY OF COACHING AND PEER SUPPORT ALONG THE WAY. AN ONLINE FREELANCING RESOURCE CENTER PROVIDES ADDITIONAL SUPPORT AND ADVICE. AS THE ONLY NATIONAL PROGRAM THAT HELPS OLDER ADULTS WITH LOW INCOME ASSESS AND PURSUE SELF-EMPLOYMENT VENTURES, WFY@50+ HAS SERVED MORE THAN 40,000 OLDER ADULTS - HALF OF WHOM IDENTIFY AS WOMEN AND NEARLY 60% OF WHOM ARE PEOPLE OF COLOR - ACROSS 39 STATES AND THE DISTRICT OF COLUMBIA SINCE ITS INCEPTION IN 2016. HTTPS://WORKFORYOURSELF.AARPFOUNDATION.ORG/SUCCESS-STORIES/ANDREW-IM-DETERMINED-AND-I-KEEP-MOVING-ON/" WORKFORYOURSELF.AARPFOUNDATION.ORG | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,905,298 | ExpenseAmt |
| Grant | $6,339,532 | GrantAmt |
| Revenue | $987,233 | RevenueAmt |
| Desc | BENEFITS PROGRAMSSUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP)/ESAP APPLICATION ASSISTANCE: AARP FOUNDATION IS HELPING TO INCREASE ENROLLMENT IN THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP, FORMERLY KNOWN AS FOOD STAMPS) 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 PROJECT. THROUGH GRANTMAKING, WE SUPPORT COMMUNITY-BASED ORGANIZATIONS IN STATES THAT RECEIVED WAIVERS FROM THE USDA TO ENACT 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 BY PROVIDING TECHNICAL ASSISTANCE TO DRAFT THE WAIVER THAT ALLOWS A STATE TO ENACT THE SIMPLER ESAP APPLICATION PROCESS, THUS ENABLING THE PROGRAM TO REACH MORE OLDER ADULTS ACROSS THE COUNTRY. WE FURTHER SUPPORT PROGRAM IMPLEMENTATION ONCE THE WAIVER IS GRANTED.EARNED INCOME TAX CREDIT:AARP FOUNDATION IS RAISING AWARENESS OF THE EARNED INCOME TAX CREDIT (EITC) AMONG OLDER ADULTS WITH LOW INCOME, MANY OF WHOM MAY BE ELIGIBLE FOR THIS TAX CREDIT. THE GOAL IS TO INCREASE THE NUMBER OF ELIGIBLE OLDER WORKERS FILING FOR THE EITC AND TO ENCOURAGE CURRENT NON-FILERS TO FILE IN ORDER TO GET THE CREDIT.MEDICARE SAVINGS PROGRAM:STATE MEDICARE SAVINGS PROGRAMS (MSP) CAN HELP PAY PREMIUMS, DEDUCTIBLES, COINSURANCE, COPAYMENTS, AND PRESCRIPTION DRUG COVERAGE COSTS. AARP FOUNDATION IS FOCUSED ON REACHING OLDER ADULTS WITH LOW INCOME WHO ARE ELIGIBLE FOR THIS VALUABLE ASSISTANCE BUT ARE NOT ENROLLED IN A STATE MSP.STUDENT LOAN REPAYMENT TOOL:THE STUDENT LOAN REPAYMENT TOOL HELPS OLDER ADULTS WITH LOW INCOME ENROLL IN INCOME-DRIVEN REPAYMENT PLANS, EMPOWERING THEM TO TAKE CONTROL OF THEIR STUDENT LOAN DEBT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,553,799 | ExpenseAmt |
| 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 26,000 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. AARPFOUNDATION.ORG/TAXAIDE.PROPERTY 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 Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $12,278,990 | $2,204,096 | $528,953 | SOCIAL CONNECTION AND INTERGENERATIONAL PROGRAMSCONNECT2AFFECTTHROUGH CONNECT2AFFECT (CONNECT2AFFECT.ORG), WE PROVIDE VISITORS WITH RESEARCH AND TIPS ON STAYING CONNECTED, ALONG WITH AN ASSESSMENT THAT ALLOWS USERS TO EVALUATE THEIR ISOLATION RISK (OR THAT OF A LOVED ONE) AND GET GUIDANCE ON HOW TO STRENGTHEN THEIR SOCIAL BONDS. CONNECT2AFFECT.ORGCOMMIT TO CONNECT AARP FOUNDATION IS COLLABORATING IN A PUBLIC-PRIVATE PARTNERSHIP WITH THE ADMINISTRATION FOR COMMUNITY LIVING (ACL) TO LAUNCH A NATIONAL CLEARINGHOUSE AND NATIONWIDE NETWORK OF CHAMPIONS FOCUSED ON HELPING THOSE MOST ISOLATED AND DISCONNECTED FROM NEEDED SERVICES AND SUPPORTS. EXPERIENCE CORPSAARP FOUNDATION EXPERIENCE CORPS IS A COMMUNITY-BASED VOLUNTEER PROGRAM THAT ENGAGES HIGHLY TRAINED VOLUNTEERS 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 TO SUCCEED, OLDER ADULTS TO THRIVE, AND COMMUNITIES TO GROW STRONGER. EXPERIENCE CORPS PUTS A SPECIAL EMPHASIS ON SERVING DIVERSE POPULATIONS IN HIGH-NEED COMMUNITIES. AARP.ORG/EXPERIENCE-CORPS/. |
| $5,506,180 | $17,500 | $255,461 | LITIGATION:AARP FOUNDATION LITIGATION (AFL) IS THE LITIGATING ARM OF AARP FOUNDATION. AFL ADVOCATES IN COURTS NATIONWIDE TO ADVANCE THE LEGAL RIGHTS AND INTERESTS OF PEOPLE 50 AND OLDER BY REPRESENTING THEM IN SIGNIFICANT CASES AND BY WRITING AMICUS CURIAE ("FRIEND OF THE COURT") BRIEFS. AFL FOCUSES ON WIDESPREAD PRACTICES OR POLICIES OF INDUSTRY, BUSINESS, OR GOVERNMENT THAT AFFECT OLDER AMERICANS' DAY-TO-DAY LIVES, INCLUDING EMPLOYMENT, PENSIONS, HOUSING, LONGTERM CARE, AND FINANCIAL EXPLOITATION. WWW.AARPFOUNDATION.ORG/LITIGATION |
| $15,936,116 | $5,581,125 | $293,832 | CONTRIBUTIONS AND OTHER PROGRAMS:AARP FOUNDATION SPONSORS ORGANIZATIONS, EVENTS, AND CONFERENCES THAT HIGHLIGHT TANGIBLE WAYS TO INCREASE INCOME AND EQUITABLE OUTCOMES FOR OLDER ADULTS LIVING WITH LOW INCOME. THE FOUNDATION PROVIDED GRANTS AND DONATIONS TO PROVIDE RELIEF FOR OLDER VICTIMS OF HURRICANE IDA AND EARTHQUAKE DEVASTATION IN HAITI.AARP FOUNDATION HAS ALSO AWARDED SUB-GRANTS TO AARP IN THE AMOUNT OF $1,063,696 TO FURTHER THE FOUNDATION'S CHARITABLE MISSION OF HELPING OLDER ADULTS WITH LOW INCOME SECURE THE ESSENTIALS THROUGH PROGRAMS THAT FOCUS ON CAREGIVING, NURSING, AND ASSET PROTECTION TO SAFEGUARD INCOME. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $33,721,286 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $7,802,721 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,078,246 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $139,803,475 | 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 | 0 | 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 | 0 | 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 | Yes (1) | 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 | 134 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 356 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARC MCDONALD | |||||||||
| VICE CHAIR | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ADAME | |||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA BANKS | |||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN WERTH | |||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN G DAW | |||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| LIBBY SARTAIN | |||||||||
| BOARD CHAIR | 6.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |||
| ROBERT BLANCATO | |||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |||
| MARGOT JAMES COPELAND | |||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |||
| GREGORY J DYSON | |||||||||
| BOARD MEMEBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETTY J HUDSON | |||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA MARSH RYERSON | |||||||||
| PRESIDENT (UNTIL 6/10/22) | 40.00 | $508,822 | $4,431 | $80,756 | Yes (X) | ||||
| PATRICIA D SHANNON | |||||||||
| CFO & SENIOR VICE PRESIDENT | 40.00 | $439,532 | $0 | $72,894 | Yes (X) | ||||
| JAMI L WYATT | |||||||||
| SECRETARY | 1.00 | $0 | $302,896 | $81,219 | 40.00 | Yes (X) | |||
| DAVID WHITEHEAD | |||||||||
| SVP & CHIEF DEVELOPMENT OFFICER | 40.00 | $371,194 | $12,465 | $73,984 | Yes (X) | ||||
| WILLIAM A RIVERA | |||||||||
| SVP - LITIGATION | 40.00 | $315,472 | $7,579 | $60,178 | Yes (X) | ||||
| EMILY S ALLEN | |||||||||
| SVP - PROGRAMS | 40.00 | $358,542 | $0 | $67,597 | Yes (X) | ||||
| DEMETRIOS ANTZOULATOS | |||||||||
| VP - FINANCE, GRANTS, & OPERATIONS | 40.00 | $279,134 | $0 | $78,544 | Yes (X) | ||||
| PATRICK LANDERS | |||||||||
| VP - STRATEGY & INNOVATION | 40.00 | $272,971 | $0 | $69,942 | Yes (X) | ||||
| STEPHEN VENUTE | |||||||||
| VP - CORP & FDN RELATIONS | 40.00 | $276,670 | $0 | $63,613 | Yes (X) | ||||
| MARC MCDONALD | |||||||||
| VP - INTEGRATION | 40.00 | $261,067 | $0 | $69,724 | Yes (X) | ||||
| STEVEN DELVECCHIO | |||||||||
| VP - DIRECT RESPONSE | 40.00 | $210,251 | $68,734 | $57,018 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,293,655 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $396,105 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $775,469 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 119 | 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 | $4,410,391 |
| CONCORD LITHO GROUP INC | |||||
| 92 OLD TURNPIKE RD | CONCORD | NH | 03301 | PRINTING & DIRECT MARKETING SERVICES | $1,741,144 |
| SLALOM LLC | |||||
| 7900 TYSONS ONE PLACE SUITE 450 | MCLEAN | VA | 22102 | DEVELOPMENT SOFTWARE CONSULTING | $1,711,554 |
| CP DIRECT INC | |||||
| 4600 BOSTON WAY | LANHAM | MD | 20706 | COMMERCIAL PRINTING SERVICES | $1,610,821 |
| GRACEWORKZ LLC | |||||
| 1311 W BADGER RD | MADISON | WI | 53713 | IT PRINTER SERVICE AND IMAGING SUPPLIES | $1,394,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 107 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $115,371 | FederatedCampaignsAmt |
| Related Organizations | $7,769,588 | RelatedOrganizationsAmt |
| Government Grants | $91,724,688 | GovernmentGrantsAmt |
| All Other Contributions | $61,595,549 | AllOtherContributionsAmt |
| Noncash Contributions | $408,624 | NoncashContributionsAmt |
| Total Contributions | $161,205,196 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPERIENCE CORPS PROGRAM FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $528,953 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $528,953 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,536,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,536,526 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,065,479 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,296,431 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $106,794 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,189,637 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $595,963,357 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $525,907,991 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,055,366 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,055,366 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $160,809 | UnrelatedBusinessRevenueAmt |
| Exclusion | $69,894,557 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 PARTNERSHIP INCOME | 900099 | $728,901 | $5,244 | $723,657 |
| CHARITABLE GIFT ANNUITY SEVERANCE | 900099 | $21,402 | $21,402 | |
| CHANGE IN VALUE- CHARITABLE GIFT | 900099 | -$209,693 | -$209,693 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17 | TotalRevenueColumnAmt |
| Exclusion | $17 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $540,627 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $254,163,099 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,065,479 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $272,847 | UnrelatedBusinessRevenueAmt |
| Exclusion | $90,619,577 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,472,967 | TotalAmt |
| Program Services | $14,472,967 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,830,730 | TotalAmt |
| Program Services | $58,830,730 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,114,507 | TotalAmt |
| Program Services | $708,005 | ProgramServicesAmt |
| Management And General | $1,008,217 | ManagementAndGeneralAmt |
| Fundraising | $398,285 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,481,771 | TotalAmt |
| Program Services | $24,217,600 | ProgramServicesAmt |
| Management And General | $5,596,408 | ManagementAndGeneralAmt |
| Fundraising | $3,667,763 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,166,308 | TotalAmt |
| Program Services | $824,173 | ProgramServicesAmt |
| Management And General | $209,848 | ManagementAndGeneralAmt |
| Fundraising | $132,287 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,380,816 | TotalAmt |
| Program Services | $3,118,274 | ProgramServicesAmt |
| Management And General | $761,469 | ManagementAndGeneralAmt |
| Fundraising | $501,073 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,467,162 | TotalAmt |
| Program Services | $1,723,569 | ProgramServicesAmt |
| Management And General | $460,430 | ManagementAndGeneralAmt |
| Fundraising | $283,163 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,702 | TotalAmt |
| Program Services | $375,334 | ProgramServicesAmt |
| Management And General | -$5,632 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,000 | TotalAmt |
| Management And General | $167,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,841,697 | TotalAmt |
| Fundraising | $1,841,697 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,774,948 | TotalAmt |
| Management And General | $4,774,948 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,504,562 | TotalAmt |
| Program Services | $9,343,066 | ProgramServicesAmt |
| Management And General | $1,380,467 | ManagementAndGeneralAmt |
| Fundraising | $781,029 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,756,630 | TotalAmt |
| Program Services | $1,821,760 | ProgramServicesAmt |
| Management And General | $897,047 | ManagementAndGeneralAmt |
| Fundraising | $1,037,823 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,564,029 | TotalAmt |
| Program Services | $2,538,233 | ProgramServicesAmt |
| Management And General | $14,745 | ManagementAndGeneralAmt |
| Fundraising | $11,051 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,346,038 | TotalAmt |
| Program Services | $6,431,954 | ProgramServicesAmt |
| Management And General | $626,485 | ManagementAndGeneralAmt |
| Fundraising | $287,599 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,272,404 | TotalAmt |
| Program Services | $2,910,020 | ProgramServicesAmt |
| Management And General | $241,429 | ManagementAndGeneralAmt |
| Fundraising | $120,955 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,682 | TotalAmt |
| Program Services | $202,805 | ProgramServicesAmt |
| Management And General | $4,111 | ManagementAndGeneralAmt |
| Fundraising | $4,766 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,664 | TotalAmt |
| Program Services | $11,940 | ProgramServicesAmt |
| Management And General | -$4,951 | ManagementAndGeneralAmt |
| Fundraising | $8,675 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,675 | TotalAmt |
| Program Services | $8,446 | ProgramServicesAmt |
| Management And General | $138,012 | ManagementAndGeneralAmt |
| Fundraising | $2,217 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,562,297 | TotalAmt |
| Program Services | $780,736 | ProgramServicesAmt |
| Management And General | $578,450 | ManagementAndGeneralAmt |
| Fundraising | $203,111 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING AND POSTAGE | $21,411,321 | $7,176,433 | $23,264 | $14,211,624 |
| VOLUNTEER TRAVEL/ACTIVI | $1,979,928 | $1,976,132 | $3,796 | |
| TELECOMMUNICATION EXPEN | $1,653,638 | $1,594,320 | $30,424 | $28,894 |
| TAXES & LICENSES | $1,071,586 | $253,984 | $752,711 | $64,891 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,097 | TotalAmt |
| Program Services | $482,994 | ProgramServicesAmt |
| Management And General | $290,540 | ManagementAndGeneralAmt |
| Fundraising | $244,563 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,584,159 | TotalAmt |
| Program Services | $139,803,475 | ProgramServicesAmt |
| Management And General | $17,949,218 | ManagementAndGeneralAmt |
| Fundraising | $23,831,466 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,517,099 | TotalAmt |
| Program Services | $5,244,975 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $11,272,124 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,893,064 | BOYAmt |
| EOY | $3,971,589 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,701,759 | BOYAmt |
| EOY | $8,146,436 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,997,156 | BOYAmt |
| EOY | $10,682,402 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,439,048 | BOYAmt |
| EOY | $797,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,173,648 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,164,870 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,553,814 | BOYAmt |
| EOY | $12,008,778 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,702,333 | BOYAmt |
| EOY | $656,318,221 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,071,530 | BOYAmt |
| EOY | $5,927,813 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,924,718 | BOYAmt |
| EOY | $5,112,604 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,887 | BOYAmt |
| EOY | $218,627 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,519,309 | BOYAmt |
| EOY | $703,184,035 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,792,852 | BOYAmt |
| EOY | $18,707,583 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,330,839 | BOYAmt |
| EOY | $8,091,301 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,000 | BOYAmt |
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 | $3,263,793 | BOYAmt |
| EOY | $3,318,523 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,627,484 | BOYAmt |
| EOY | $55,117,407 | 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 | $130,846,601 | BOYAmt |
| EOY | $151,046,647 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,045,224 | BOYAmt |
| EOY | $497,019,981 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $581,891,825 | BOYAmt |
| EOY | $648,066,628 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,519,309 | BOYAmt |
| EOY | $703,184,035 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $72,578,940 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,404,137 | 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 | $249,808,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $248,393,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,901,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167,121,307 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161,205,196 | CurrentTaxYearAmt |
| Total | $1,090,429,643 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $249,808,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $248,393,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,901,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167,121,307 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161,205,196 | CurrentTaxYearAmt |
| Total | $1,090,429,643 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $298,691,549 | SubstantialContributorsTotAmt |
| Public Support Total170 | $791,738,094 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,040,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,340,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,687,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,941,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,296,431 | CurrentTaxYearAmt |
| Total | $63,305,698 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $640,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $922,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,197,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $524,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,877,206 | CurrentTaxYearAmt |
| Total | $5,162,756 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,158,898,097 | TotalSupportAmt |
| Public Support CY170 | 0.68320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62140 | 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); | 2017 EXPERIENCE CORPS PROGRAM FEES - $765,957 2017 ALL OTHER PROGRAM INCOME - $20,232 2017 CGA SEVERANCE - $134,642 2017 CGA CHANGE IN VALUE - $(279,949) TOTAL PROGRAM SERVICE & OTHER INCOME - $640,882 |
| PART II, LINE 10(B); | 2018 EXPERIENCE CORPS PROGRAM FEES - $907,953 2018 ALL OTHER PROGRAM INCOME - $213,238 2018 CGA SEVERANCE - $226,859 2018 CGA CHANGE IN VALUE - $(436,277) 2018 FUNDRAISING & MISCELLANEOUS INCOME - $10,591 TOTAL PROGRAM SERVICE & OTHER INCOME - $922,364 |
| PART II, LINE 10(C); | 2019 EXPERIENCE CORPS PROGRAM FEES - $945,380 2019 ALL OTHER PROGRAM INCOME - $441,701 2019 CGA SEVERANCE - $215,914 2019 CGA CHANGE IN VALUE - $(405,481) 2019 MISCELLANEOUS - $87 TOTAL PROGRAM SERVICE & OTHER INCOME - $ 1,197,601 |
| PART II, LINE 10(D); | 2020 EXPERIENCE CORPS PROGRAM FEES - $268,525 2020 ALL OTHER PROGRAM INCOME - $404,715 2020 CGA SEVERANCE - $117,822 2020 CGA CHANGE IN VALUE - $(266,358) TOTAL PROGRAM SERVICE & OTHER INCOME - $524,704 |
| PART II, LINE 10(E); | 2021 EXPERIENCE CORPS PROGRAM FEES - $528,953 2021 ALL OTHER PROGRAM INCOME - $1,536,526 2021 CGA SEVERANCE - $21,402 2021 CGA CHANGE IN VALUE - $(209,693) 2021 MISCELLANEOUS - $17 TOTAL PROGRAM SERVICE & OTHER INCOME - $1,877,206 |
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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,651,935 | BeginningYearBalanceAmt |
| Contributions | $76,682,864 | ContributionsAmt |
| Investment Earnings Or Losses | $26,913,632 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $888,261 | OtherExpendituresAmt |
| End Year Balance | $244,360,170 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05410 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94590 | 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 | $15,720,139 | DepreciationAmt |
| Book Value | $7,016,769 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,996,740 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,444,731 | DepreciationAmt |
| Book Value | $552,009 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,008,778 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY LIABILITY | Desc |
| Amt | $3,318,523 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,318,523 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $291,327,411 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,404,137 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $49,081,012 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $42,676,875 | RevenueNotReportedAmt |
| Revenue Subtotal | $248,650,536 | RevenueSubtotalAmt |
| Other Revenues Not Included | $5,512,563 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,512,563 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $254,163,099 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $225,152,608 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $49,081,012 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $49,081,012 | ExpensesNotReportedAmt |
| Expenses Subtotal | $176,071,596 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $5,512,563 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,512,563 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $181,584,159 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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: | INVESTMENT EXPENSES TREATED AS CONTRA REVENUE ON THE FINANCIAL STATEMENTS 3,589,045. INVESTMENT EXPENSES FROM K-1S INCLUDED IN UNREALIZED GAIN ON THE FINANCIAL S 1,923,518. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES TREATED AS CONTRA-REVENUE ON THE FINANCIAL STATEMENTS 3,589,045. INVESTMENT EXPENSES FROM K-1S INCLUDED IN UNREALIZED GAIN ON THE FINANCIAL S 1,923,518. |
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 SUITE 550 | ARLINGTON | VA | 22201 | DIRECT MAIL PRODUCTION MANAGEMENT SERVICES | 0 | $0 | $791,595 | $0 |
| GIFT STRATEGIES LLC | ||||||||
| 1539 FALLS RIVER AVE SUITE 3 | SEEKONK | MA | 02771 | OUTBOUND CALLING SERVICES TO DONORS | 0 | $0 | $662,365 | $0 |
| BLUE STATE DIGITAL | ||||||||
| 41 FLATBUSH AVENUE 8TH FL | BROOKLYN | NY | 11217 | MARKETING ADVISORY SERVICES | 0 | $0 | $607,867 | $0 |
| AMERGENT | ||||||||
| 9 CENTENNIAL DRIVE | PEABODY | MA | 01960 | MARKETING ADVISORY SERVICES | 0 | $0 | $73,900 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $2,135,727 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | 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 | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | 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 2 B(V) | CHAPMAN CUBINE ALLEN AND HUSSEY INC PROFESSIONAL FUNDRAISING FEE $630,732 CONSULTING FEES $56,785 ADVERTISING & PROMOTION $104,078 TOTAL PAID TO CHAPMAN CUBINE ALLEN AND HUSSEY INC $791,595 BLUE STATE DIGITAL PROFESSIONAL FUNDRAISING FEE $500,600 CONSULTING SERVICES $107,267 TOTAL PAID TO BLUE STATE DIGITAL $607,867 AMERGENT PROFESSIONAL FUNDRAISING FEE $48,000 ADVERTISING & PROMOTION $11,500 TECHNOLOGY FEES $14,400 TOTAL PAID TO AMERGENT $73,900 GIFT STRATEGIES LLC PROFESSIONAL FUNDRAISING FEE $662,365 TOTAL PAID TO GIFT STRATEGIES LLC $662,365 TOTAL AMOUNTS PAID TO FUNDRAISERS $2,135,727 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (93 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AARP | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | 951985500 | 501(C)(4) | $1,063,696 | $0 | CHARITABLE WORK CONDUCTED ON BEHALF OF AARP FOUNDATION |
| ACCOUNTING AID SOCIETY | ||||||||
| 3031 W GRAND BLVD SUITE 470 | DETROIT | MI | 482022411 | 237310753 | 501(C)(3) | $250,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM |
| AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT | ||||||||
| 1 LONG WHARF DR STE 1L | NEW HAVEN | CT | 06511 | 060915531 | 501(C)(3) | $54,335 | $0 | GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | 942960297 | 501(C)(3) | $156,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| ALLIANCE TO END HUNGER | ||||||||
| 425 3RD ST SW STE 1200 | WASHINGTON | DC | 20024 | 202803848 | 501(C)(3) | $15,000 | $0 | MEMBER DUES TO SUPPORT THE ALLIANCE |
| AMANI WOMEN CENTER | ||||||||
| 3777 CHURCH STREET | CLARKSTON | GA | 30021 | 208795120 | 501(C)(3) | $50,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| AMERICAN SOCIETY ON AGING | ||||||||
| 575 MARKET ST STE 2100 | SAN FRANCISCO | CA | 941052869 | 942292868 | 501(C)(3) | $85,000 | $0 | SPONSORSHIP OF THE AGING CONFERENCE AND RISE CURRICULUM COLLABORATION |
| ATLANTA COMMUNITY FOOD BANK | ||||||||
| 3400 NORTH DESERT DRIVE | ATLANTA | GA | 30344 | 581376648 | 501(C)(3) | $68,995 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| BARREN RIVER AREA DEVELOPMENT DISTRICT | ||||||||
| 177 GRAHAM AVENUE | BOWLING GREEN | KY | 42101 | 610674874 | GOVT. ENTITY | $50,000 | $0 | DONATION TO SUPPORT DISASTER RELIEF |
| BAYLOR UNIVERSITY | ||||||||
| ONE BEAR PLACE 97360 | WACO | TX | 76798 | 741159753 | 501(C)(3) | $299,999 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM |
| BENEFITS DATA TRUST | ||||||||
| TWO LOGAN SQUARE SUITE 550 | PHILADELPHIA | PA | 19102 | 203455598 | 501(C)(3) | $540,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| BREVARD WORKFORCE DEVELOPMENT BOARD INC | ||||||||
| 297 BARNES BLVD | ROCKLEDGE | FL | 32955 | 593031785 | 501(C)(3) | $60,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM |
| CARE | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | 131685039 | 501(C)(3) | $250,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT |
| PINAL ALLIANCE FOR ECONOMIC GROWTH | ||||||||
| 17235 N 75TH AVENUE | GLENDALE | AZ | 85038 | 860482868 | 501(C)(3) | $62,000 | $0 | GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| CARVER COMMUNITY ORGANIZATION INC | ||||||||
| 400 SE 8TH ST | EVANSVILLE | IN | 47713 | 350869030 | 501(C)(3) | $79,685 | $0 | GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| CENTER FOR NONPROFIT LEGAL SERVICES | ||||||||
| PO BOX 1586 | MEDFORD | OR | 97501 | 237227761 | 501(C)(3) | $100,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT |
| CENTER FOR PAN ASIAN COMMUNITY SERVICES | ||||||||
| 3510 SHALLOWFORD ROAD NW | ATLANTA | GA | 30341 | 581437980 | 501(C)(3) | $100,981 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| CHICAGO COOK WORKFORCE PARTNERSHIP | ||||||||
| 69 W WASHINGTON SUITE 2860 | CHICAGO | IL | 60602 | 364122225 | 501(C)(3) | $5,575 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM |
| CHINATOWN SERVICE CENTER | ||||||||
| 767 N HILL STREET SUITE 400 | LOS ANGELES | CA | 90012 | 952918844 | 501(C)(3) | $150,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| CITY OF PHOENIX | ||||||||
| 100 N 3RD ST | PHOENIX | AZ | 850042231 | 866000256 | GOVT. ENTITY | $22,287 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| CITY OF TEMPE | ||||||||
| 20 E 6TH ST | TEMPE | AZ | 85281 | 866000262 | GOVT. ENTITY | $119,433 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| CIUDAD NUEVA COMMUNITY OUTREACH | ||||||||
| 810 N CAMPBELL | EL PASO | TX | 79902 | 200806957 | 501(C)(3) | $150,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM |
| WEST KENTUCKY ALLIED SERVICES INC | ||||||||
| PO BOX 736 | MAYFIELD | KY | 42066 | 610911872 | 501(C)(3) | $50,000 | $0 | DONATION TO SUPPORT DISASTER RELIEF |
| COMMUNITY ACTION OF SOUTHERN KENTUCKY | ||||||||
| 921 BEAUTY AVE | BOWLING GREEN | KY | 42101 | 610660969 | 501(C)(3) | $50,000 | $0 | DONATION TO SUPPORT DISASTER RELIEF |
| THE CONNECTICUT VETERANS LEGAL CENTER | ||||||||
| 114 BOSTON POST ROAD GROUND FLOOR | WEST HAVEN | CT | 06516 | 270963659 | 501(C)(3) | $300,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM |
| AREAWIDE COUNCIL ON AGING OF BROWARD COUNTY | ||||||||
| 5300 HIATUS ROAD | SUNRISE | FL | 33351 | 591529419 | 501(C)(3) | $149,973 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| CUMBERLAND TRACE LEGAL SERVICES (DBA KENTUCKY LEGAL AID) | ||||||||
| 1700 DESTINY LANE | BOWLING GREEN | KY | 42104 | 610916523 | 501(C)(3) | $100,000 | $0 | DONATION TO SUPPORT DISASTER RELIEF |
| DC CENTRAL KITCHEN | ||||||||
| 19 I ST NW | WASHINGTON | DC | 20001 | 521584936 | 501(C)(3) | $60,000 | $0 | GENERAL SUPPORT AND SPONSORSHIP OF THE 2021 CAPITAL FOOD FIGHT |
| EAST SIDE LEARNING CENTER | ||||||||
| 740 YORK AVE | SAINT PAUL | MN | 55106 | 043699678 | 501(C)(3) | $310,193 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| ECUMENICAL SOCIAL ACTION COMMITTEE | ||||||||
| 434 JAMAICAWAY | JAMAICA PLAIN | MA | 02130 | 042455301 | 501(C)(3) | $450,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM |
| FAST FORWARD | ||||||||
| 3223 DEVINE ST STE 3 | COLUMBIA | SC | 29205 | 542158648 | 501(C)(3) | $50,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM |
| FEEDING AMERICA KENTUCKY'S HEARTLAND INC | ||||||||
| 313 PETERSON DR | ELIZABETHTOWN | KY | 42702 | 611043635 | 501(C)(3) | $100,000 | $0 | DONATION TO SUPPORT DISASTER RELIEF |
| FEEDING TEXAS | ||||||||
| 1524 S IH 35 SUITE 342 | AUSTIN | TX | 78704 | 742762542 | 501(C)(3) | $200,000 | $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) | $385,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| FOOD RESEARCH AND ACTION CENTER TOTAL | ||||||||
| 1200 18TH ST NW STE 400 | WASHINGTON | DC | 20036 | 237200739 | 501(C)(3) | $10,000 | $0 | SPONSORSHIP OF THE ANTI-HUNGER POLICY CONFERENCE |
| FOUNDATION FOR SOCIAL CONNECTION | ||||||||
| 900 16TH STREET SUITE 400 | WASHINGTON | DC | 20006 | 861322969 | 501(C)(3) | $169,245 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SOCIAL CONNECTION PROGRAM |
| GENERATIONS INCORPORATED | ||||||||
| 25 KINGSTON ST 4TH FL | BOSTON | MA | 02111 | 043227007 | 501(C)(3) | $395,770 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| GREATER CLEVELAND VOLUNTEERS | ||||||||
| 4415 EUCLID AVE STE 200 | CLEVELAND | OH | 44103 | 341356768 | 501(C)(3) | $133,305 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| HELPAGE USA | ||||||||
| 1730 M STREET NW NO 1000 | WASHINGTON | DC | 20036 | 271071179 | 501(C)(3) | $250,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | 760311190 | 501(C)(3) | $205,639 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| HUNGER FREE AMERICA | ||||||||
| 50 BROAD STREET STE 1103 | NEW YORK | NY | 10004 | 133471350 | 501(C)(3) | $149,999 | $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) | $259,990 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| JASA (JEWISH ASSOCIATION FOR SERVICES FOR THE AGED) | ||||||||
| 247 WEST 37TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | 132620896 | 501(C)(3) | $100,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT |
| JEFFERSON STATE COMMUNITY COLLEGE | ||||||||
| 2601 CARSON RD | BIRMINGHAM | AL | 35215 | 630501357 | GOVT. ENTITY | $10,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM |
| JEWISH VOCATIONAL SERVICE INC | ||||||||
| 75 FEDERAL STREET | BOSTON | MA | 02110 | 042104357 | 501(C)(3) | $50,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM |
| JOBS FOR THE FUTURE INC | ||||||||
| 88 BROAD ST FL 8 | BOSTON | MA | 02110 | 061164568 | 501(C)(3) | $100,000 | $0 | SPONSORSHIP OF THE HORIZONS NATIONAL SUMMIT |
| KANSAS DEPARTMENT FOR CHILDREN AND FAMILIES | ||||||||
| 555 S KANSAS AVENUE | TOPEKA | KS | 66603 | 481124839 | GOVT. ENTITY | $50,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | 953135649 | 501(C)(3) | $25,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| LEGAL COUNSEL FOR THE ELDERLY | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | 521194741 | 501(C)(3) | $300,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM |
| LEGAL SERVICES OF NORTH WEST JERSEY | ||||||||
| 90 EAST MAIN STREET THIRD FL | SOMERVILLE | NJ | 08876 | 222092489 | 501(C)(3) | $100,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT |
| LOUISIANA CHAMBER OF COMMERCE FOUNDATION | ||||||||
| 3541 RUE MICHELLE | NEW ORLEANS | LA | 70131 | 832128501 | 501(C)(3) | $300,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM |
| MEALS ON WHEELS AMERICA | ||||||||
| 413 N LEE ST | ALEXANDRIA | VA | 22314 | 237447812 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| METROPOLITAN FAMILY SERVICE | ||||||||
| 230 NE 2ND AVE STE 2 | HILLSBORO | OR | 97124 | 930397825 | 501(C)(3) | $162,989 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| MIDWEST ASIAN HEALTH ASSOCIATION | ||||||||
| 230 W CERMAK ROAD 2ND FL | CHICAGO | IL | 60616 | 364526722 | 501(C)(3) | $200,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM |
| MRELIEF | ||||||||
| 233 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | 473559589 | 501(C)(3) | $260,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| NATIONAL HISPANIC COUNCIL ON AGING | ||||||||
| 734 15TH ST NW STE 1050 | WASHINGTON | DC | 20005 | 521306347 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| NATIONAL WOMENS HISTORY MUSEUM | ||||||||
| 205 S WHITING ST STE 254 | ALEXANDRIA | VA | 22304 | 541801426 | 501(C)(3) | $250,000 | $0 | DONATION TO SUPPORT FOCUS ON OLDER ADULT LOW-INCOME WOMEN ISSUES AND SOLUTIONS |
| NATIONAL CONSUMER VOICE FOR QUALITY LONG-TERM CARE | ||||||||
| 1001 CONNECTICUT AVE NW STE 425 | WASHINGTON | DC | 20036 | 521122531 | 501(C)(3) | $15,000 | $0 | SPONSORSHIP OF THE NATIONAL CONSUMER VOICE CONFERENCE |
| NEW MEXICO CENTER LAWPOVERTY | ||||||||
| 924 PARK AVENUE SW STE C | ALBUQUERQUE | NM | 87102 | 850437960 | 501(C)(3) | $300,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM |
| NORC AT THE UNIVERSITY OF CHICAGO | ||||||||
| 1155 E 60TH ST | CHICAGO | IL | 60637 | 362177139 | 501(C)(3) | $14,891 | $0 | GRANT TO SUPPORT AARP FOUNDATIONS SOCIAL CONNECTIVITY PROGRAM |
| NEW SOLUTIONS | ||||||||
| 3811 N FAIRFAX DRIVE STE 900 | ARLINGTON | VA | 22203 | 522003078 | 501(C)(3) | $225,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM |
| PENNYRILE ALLIED COMMUNITY SERVICES INC | ||||||||
| 1100 S LIBERTY STREET | HOPKINSVILLE | KY | 42241 | 610862133 | 501(C)(3) | $50,000 | $0 | DONATION TO SUPPORT DISASTER RELIEF |
| PENNYRILE AREA DEVELOPMENT DISTRICT | ||||||||
| 300 HAMMOND DRIVE | HOPKINSVILLE | KY | 42240 | 610702271 | GOVT. ENTITY | $50,000 | $0 | DONATION TO SUPPORT DISASTER RELIEF |
| PHILADELPHIA CHINATOWN DEVELOPMENT CORP | ||||||||
| 301 N 9TH STREET | PHILADELPHIA | PA | 19107 | 237439723 | 501(C)(3) | $372,738 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM |
| PURCHASE AREA DEVELOPMENT DISTRICT INC | ||||||||
| 1002 MEDICAL DRIVE | MAYFIELD | KY | 42066 | 610703486 | 501(C)(3) | $50,000 | $0 | DONATION TO SUPPORT DISASTER RELIEF |
| READ TO SUCCEED BUFFALO INC | ||||||||
| 392 PEARL ST STE 100 | BUFFALO | NY | 14202 | 263606661 | 501(C)(3) | $90,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| ROOT CAUSE COALITION | ||||||||
| 1801 RICHARDS RD | TOLEDO | OH | 43607 | 475126498 | 501(C)(3) | $60,000 | $0 | GENERAL SUPPORT AND SPONSORSHIP OF SUMMIT |
| SACRAMENTO FOOD BANK AND FAMILY SERVICES | ||||||||
| 3333 3RD AVENUE | SACRAMENTO | CA | 95817 | 943315566 | 501(C)(3) | $114,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| SAN ANTONIO FOOD BANK | ||||||||
| 5200 ENRIQUE M BARRERA PKWY | SAN ANTONIO | TX | 78227 | 742122979 | 501(C)(3) | $70,000 | $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) | $184,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| SC THRIVE | ||||||||
| 2211 ALPINE ROAD EXTENSION | COLUMBIA | SC | 29223 | 901011409 | 501(C)(3) | $356,845 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AND ACADIANA | ||||||||
| 700 EDWARDS AVENUE | NEW ORLEANS | LA | 70123 | 720956468 | 501(C)(3) | $300,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT |
| SELFHELP COMMUNITY SERVICES | ||||||||
| 520 EIGHTH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | 135654450 | 501(C)(3) | $100,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT |
| SENIORLAW CENTER | ||||||||
| 100 SOUTH BROAD ST STE 1810 | PHILADELPHIA | PA | 19110 | 232169936 | 501(C)(3) | $200,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT |
| SEQUOIA LIVING INC | ||||||||
| 1525 POST ST | SAN FRANCISCO | CA | 94109 | 941437728 | 501(C)(3) | $122,000 | $0 | DONATION TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| SERVICES AND ADVOCACY FOR GLBT ELDERS | ||||||||
| 305 7TH AVE 15TH FL | NEW YORK | NY | 10001 | 132947657 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| SMITHSONIAN INSTITUTION | ||||||||
| 1000 JEFFERSON DR SW | WASHINGTON | DC | 20560 | 530206027 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| SOUTHEAST LOUISIANA LEGAL SERVICES CORP | ||||||||
| 1340 POYDRAS STREET NO 600 | NEW ORLEANS | LA | 70112 | 720877422 | 501(C)(3) | $470,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT |
| ST BERNARD PROJECT INC | ||||||||
| 8324 PARC PLACE | NEW ORLEANS | LA | 70119 | 262189665 | 501(C)(3) | $400,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT AND GENERAL SUPPORT |
| TEXAS IMPACT FOUNDATION | ||||||||
| 200 EAST 30TH STREET | AUSTIN | TX | 78705 | 742989021 | 501(C)(3) | $25,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | ||||||||
| 1220 L ST NW STE 901 | WASHINGTON | DC | 20005 | 521256181 | 501(C)(3) | $50,000 | $0 | SPONSORSHIP OF THE ANNUAL SCIENTIFIC MEETING |
| THE MEMORIAL FOUNDATION INC | ||||||||
| 633 PENNSYLVANIA AVE NW FLR 3 | WASHINGTON | DC | 20004 | 460758941 | 501(C)(3) | $25,000 | $0 | SPONSORSHIP OF THE FEED THE HUNGRY EVENT |
| UNITEDHEALTHCARE CHILDRENS FOUNDATION | ||||||||
| 9700 HEALTHCARE LN MN017-W400 | MINNETONKA | MN | 55343 | 522177891 | 501(C)(3) | $15,000 | $0 | SPONSORSHIP OF THE UHCCF MINNESOTA GOLF CLASSIC |
| UNITED WAY OF GREATER ATLANTA INC | ||||||||
| 40 COURTLAND ST | ATLANTA | GA | 30303 | 580566194 | 501(C)(3) | $67,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| UNITED WAY OF GREENVILLE COUNTY INC | ||||||||
| 105 EDINBURGH COURT | GREENVILLE | SC | 29607 | 570362066 | 501(C)(3) | $222,065 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM |
| UNITED WAY OF KENTUCKY INC | ||||||||
| 334 E BROADWAY STE 325 | LOUISVILLE | KY | 40202 | 311106795 | 501(C)(3) | $300,000 | $0 | DONATION TO SUPPORT DISASTER RELIEF |
| UNITED WAY OF SOUTHEAST LOUISIANA | ||||||||
| 2515 CANAL STREET | NEW ORLEANS | LA | 70119 | 720471369 | 501(C)(3) | $400,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT |
| UNITED WAY NORTHERN NEW JERSEY | ||||||||
| 222 RIDGEDALE AVENUE | CEDAR KNOLLS | NJ | 07927 | 221487247 | 501(C)(3) | $100,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT |
| UNITED WAY OF SOUTHWEST ALABAMA | ||||||||
| PO DRAWER 89 | MOBILE | AL | 36601 | 630351568 | 501(C)(3) | $150,000 | $0 | AARP FOUNDATION DISASTER RELIEF GRANT |
| WISH OF A LIFETIME | ||||||||
| 303 EAST 17TH AVENUE STE 850 | DENVER | CO | 80203 | 262123649 | 501(C)(3) | $13,061 | $0 | GENERAL SUPPORT |
| WOMENS OPPORTUNITIES RESOURCE CENTER | ||||||||
| 2010 CHESTNUT ST | PHILADELPHIA | PA | 19103 | 232741508 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| WORKFORCE MID-SOUTH INC | ||||||||
| 155 ANGELUS STREET | MEMPHIS | TN | 38104 | 850869795 | GOVT. ENTITY | $50,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM |
| YWCA USA | ||||||||
| 1020 19TH ST NW STE 750 | WASHINGTON | DC | 20036 | 131624103 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 92 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCSEP ENROLLEE WAGES AND BENEFITS | 9460 | $58,432,660 |
| EXPERIENCE CORPS MENTORING & TUTORING STIPENDS | 346 | $383,070 |
| EMPLOYEE DISASTER RECOVERY | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA MARSH RYERSON | ||||||||||||||
| PRESIDENT (UNTIL 6/10/22) | $381,308 | $4,431 | $123,739 | $0 | $3,775 | $0 | $11,600 | $46,893 | $22,263 | $0 | $542,685 | $51,324 | $0 | $0 |
| PATRICIA D SHANNON | ||||||||||||||
| CFO & SENIOR VICE PRESIDENT | $346,496 | $0 | $89,138 | $0 | $3,898 | $0 | $11,600 | $46,893 | $14,401 | $0 | $465,533 | $46,893 | $0 | $0 |
| DAVID WHITEHEAD | ||||||||||||||
| SVP & CHIEF DEVELOPMENT OFFICER | $292,648 | $12,465 | $75,156 | $0 | $3,390 | $0 | $11,600 | $46,893 | $15,491 | $0 | $398,285 | $59,358 | $0 | $0 |
| EMILY S ALLEN | ||||||||||||||
| SVP - PROGRAMS | $276,890 | $0 | $77,905 | $0 | $3,747 | $0 | $11,600 | $46,893 | $9,104 | $0 | $379,246 | $46,893 | $0 | $0 |
| JAMI L WYATT | ||||||||||||||
| SECRETARY | $0 | $241,998 | $0 | $59,717 | $0 | $1,181 | $0 | $58,493 | $0 | $22,726 | $0 | $384,115 | $0 | $0 |
| WILLIAM A RIVERA | ||||||||||||||
| SVP - LITIGATION | $249,118 | $7,579 | $65,430 | $0 | $924 | $0 | $11,600 | $46,893 | $1,685 | $0 | $328,757 | $54,472 | $0 | $0 |
| DEMETRIOS ANTZOULATOS | ||||||||||||||
| VP - FINANCE, GRANTS, & OPERATIONS | $220,549 | $0 | $56,793 | $0 | $1,792 | $0 | $11,094 | $44,846 | $22,604 | $0 | $312,832 | $44,846 | $0 | $0 |
| PATRICK LANDERS | ||||||||||||||
| VP - STRATEGY & INNOVATION | $218,050 | $0 | $53,789 | $0 | $1,132 | $0 | $10,874 | $43,956 | $15,112 | $0 | $298,957 | $43,956 | $0 | $0 |
| STEPHEN VENUTE | ||||||||||||||
| VP - CORP & FDN RELATIONS | $220,451 | $0 | $54,336 | $0 | $1,883 | $0 | $10,991 | $44,433 | $8,189 | $0 | $295,850 | $44,433 | $0 | $0 |
| STEVEN DELVECCHIO | ||||||||||||||
| VP - DIRECT RESPONSE | $146,741 | $68,734 | $59,990 | $0 | $3,520 | $0 | $11,019 | $44,543 | $1,456 | $0 | $222,726 | $113,277 | $0 | $0 |
| MARC MCDONALD | ||||||||||||||
| VP - INTEGRATION | $208,374 | $0 | $52,093 | $0 | $600 | $0 | $10,419 | $42,118 | $17,187 | $0 | $288,673 | $42,118 | $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 MARGOT 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 |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| 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 | 0.00700 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00700 | 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 | $1,063,696 | TransactionAmt |
| Transaction | GRANTS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, COLUMN (D) | FormAndLineReferenceDesc |
| Explanation | GRANTS FOR PERFORMANCE OF CHARITABLE ACTIVITIES ON BEHALF OF AARP FOUNDATION | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $331,764 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HIGH / LOW AVERAGE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PHONES | Desc |
| Contribution | 427 | ContributionCnt |
| Noncash Contributions Rpt F990 | $76,860 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | AARP FOUNDATION REPORTS THE NUMBER OF ITEMS RECEIVED. PER THE IRS ISSUED INSTRUCTIONS TO SCHEDULE M, EACH SEPARATE CONTRIBUTION OF PUBLICLY TRADED STOCK WAS TREATED AS AN ITEM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE AARP BOARD OF DIRECTORS APPOINTS UP TO TEN 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. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE AARP BOARD OF DIRECTORS APPOINTS UP TO TEN 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 OF DIRECTORS, DESIGNATING A SUCCESSOR. 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 FORM 990 FOR AARP FOUNDATION ("FOUNDATION") IS PREPARED BY AN OUTSIDE CONSULTANT AND REVIEWED BY AARP FOUNDATION'S CFO AND OTHER INTERNAL REVIEWERS. THE FORM 990 IS THEN PROVIDED TO THE AARP FOUNDATION 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 POSSIBLE) FROM AN INDEPENDENT, THIRD PARTY COMPENSATION CONSULTING FIRM, INTERNAL CRITERIA, AND AN INDIVIDUAL'S ACTUAL PERFORMANCE AND CONTRIBUTION. 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 GOVERNANCE 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 18 | AARP FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO THE AARP FOUNDATION'S OFFICE OF THE CFO. |
| FORM 990, PART VI, SECTION C, LINE 19 | AARP FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO THE AARP FOUNDATION'S OFFICE OF THE CFO. |
| PART VII, SEC. 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 | |
| (no name) | |||||||||||
| Yes (1) | |||||||||||
| 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 AVE 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 SUITE 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 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 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 | QUALITY 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 | |
| AARP FOUNDATION TRUST | ||||||||||
| 400 HOWARD STREET | SAN FRANCISCO | CA | 94105 | 306645384 | GRANTOR TRUST | CA | AARP FOUNDATION | T | 0 | |
| 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 (14 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP INC - GRANT AWARDS FOR PERFORMANCE OF CHARITABLE ACTIVITIES | ||
| B | $1,063,696 | GRANT AGREEMENTS |
| LEGAL COUNSEL FOR THE ELDERLY - GRANT AWARD FOR PERFORMANCE OF CHARITABLE A | ||
| B | $300,000 | GRANT AGREEMENT |
| WISH OF A LIFETIME | ||
| B | $13,061 | CASH CONTRIBUTIONS PAID |
| AARP INC | ||
| C | $7,766,838 | CASH CONTRIBUTIONS RECEIVED |
| AARP SERVICES INC | ||
| C | $2,750 | CASH CONTRIBUTIONS RECEIVED |
| AARP INC - BOND STANDBY AGREEMENT | ||
| E | $25,000,000 | IN THE EVENT OF DEFAULT |
| AARP INC - IN-KIND ADVERTISING | ||
| M | $5,028,026 | PUBLICATION SPACE MARKET VALUE |
| AARP INC - IN-KIND SHARED SERVICES | ||
| M | $26,333,619 | ALLOCABLE COST |
| AARP INC - WEB AD SPACE | ||
| M | $100,000 | WEB SPACE MARKET VALUE |
| AARP INC - IN-KIND RENT | ||
| N | $34,228 | COST |
| AARP INC - MAINTENANCE | ||
| P | $823,142 | COSTS INCURRED |
| AARP INC - EMPLOYEE SALARY | ||
| Q | $438,623 | 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 | $2,446,704 | PREMIUMS PAID |
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 ORGANIZATION, 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 |