AARP FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AARP FOUNDATION (EIN 52-0794300)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-31
- IRS object ID
- 201601529349300215
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-31T09:41:40-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 1861 INTERNATIONAL DRIVE STE 501 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | Lisa Marsh Ryerson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2024343399 | PhoneNum |
| Signature | 2016-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Parvin Van Enger | PreparerPersonNm |
| PTIN | P00955143 | PTIN |
| Phone | 5713820020 | PhoneNum |
| Preparation | 2016-05-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lisa Marsh Ryerson | 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 | $468,122,325 | 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 | A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation serves vulnerable people 50+ by creating and advancing effective solutions that help them secure the essentials. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 357 | TotalEmployeeCnt |
| Total Volunteers | 129458 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $142,542,859 | PYContributionsGrantsAmt |
| CY Contributions Grants | $152,271,399 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $212,938 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,385,064 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,494,652 | CYInvestmentIncomeAmt |
| PY Other Revenue | $682,357 | PYOtherRevenueAmt |
| CY Other Revenue | -$296,558 | CYOtherRevenueAmt |
| PY Total Revenue | $146,610,280 | PYTotalRevenueAmt |
| CY Total Revenue | $155,682,431 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $66,272,427 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $68,361,974 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,839,253 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,832,564 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,357,766 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,152,075 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $18,169,330 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $46,073,592 | PYOtherExpensesAmt |
| CY Other Expenses | $46,153,094 | CYOtherExpensesAmt |
| PY Total Expenses | $144,543,038 | PYTotalExpensesAmt |
| CY Total Expenses | $151,499,707 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,067,242 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,182,724 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $136,012,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,157,960 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,433,947 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,471,186 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,578,693 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $80,686,774 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation wants to win back opportunity for those now in crisis,so thousands of vulnerable low-income Americans 50+ can regain theirfoothold, continue to serve as anchors for their families andcommunities and ensure that their best life is still within reach. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $74,578,072 | ExpenseAmt |
| Grant | $56,838,275 | GrantAmt |
| Desc | The Senior Community Service Employment Program (SCSEP)-The purpose of SCSEP is to foster individual economic self-sufficiency and promote useful part-time opportunities in community service assignments for unemployed low-income persons who are 55 years of age or older, and to increase the number of older persons with unsubsidized employment in both the public and private sectors. In program year 2014/2015 more than 12,900 people were served. www.aarpworksearch.org | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,698,232 | ExpenseAmt |
| Desc | AARP Foundation Tax Aide is the nation's largest, free, volunteer-run tax preparation and assistance service. It is available to low- and moderate-income taxpayers with special attention to those aged 60 and older. In 2015, more than 35,000 AARP Foundation trained and IRS certified volunteers helped over 2.6 million people file their taxes. Sites were open late January/early February-April 15 for face-to-face service. Online assistance was available throughout the rest of the year. Other 2015 highlights include $1.3 billion in taxpayer refunds and more than $250 million in Earned Income Tax Credits. Tax Aide prepared returns are electronically filed which increase both accuracy of returns prepared and the speed of refunds to taxpayers. www.aarp.org/taxaide | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,121,736 | ExpenseAmt |
| Grant | $1,167,063 | GrantAmt |
| Desc | Hunger-AARP Foundation's Hunger Impact Area is dedicated to ending hunger among older Americans (50+) by focusing on sustainable, long-term public health and market-driven solutions to help meet the dietary needs of older adults, especially those of the nearly ten million food insecure. Our two pillars focus on: 1) Hunger as a health issue and 2) Maximizing value for the low-income consumer through the food supply chain to ensure we are improving access to safe, affordable, nutritious foods that focus on health promotion and chronic disease prevention. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (10 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $6,111,944 | $679,195 | $107,065 | Experience Corps-AARP Foundation Experience Corps is an evidence-based literacy program that utilizes highly trained volunteers age 50 and over to tutor students reading below grade level in kindergarten through third grade. Reading on grade level by the end of third grade has been linked through research to success in school, productive work, healthy life choices, and reduced incarceration, among other positive life outcomes. Experience Corps supports anti-poverty strategies by cutting off the pipeline to poverty that begins at this critical juncture. The program improves the literacy proficiency rates of children while enriching the lives of our volunteers and strengthening schools in the communities we serve. |
| $5,105,055 | $5,105,055 | Grants to AARP-AARP Foundation has awarded grants to AARP to further the Foundation's charitable mission of helping low income older Americans meet basic needs through programs that focus on care giving, nursing, community centers, asset protection and driver safety as a tool to combat isolation. | |
| $4,571,519 | $12,500 | Litigation-AARP Foundation Litigation (AFL) works to protect and preserve the legal rights of individuals aged 50+ by representing them in significant court cases and by writing AARP's amicus curiae ("friend of the court") briefs. Legal advocacy focuses on widespread practices or policies of industry, business, or government that affect older Americans day-to-day lives including age and disability discrimination in employment, pensions, financial fraud including predatory lending, health and long-term care, disability, and government and public benefits. www.aarp.org/aarp-foundation/legal_advocacy/ | |
| $3,647,511 | $1,626,129 | Back to Work 50+AARP Foundation launched BACK TO WORK 50+ to increase the services and resources available to 50+ job candidates nationally and in communities and to facilitate their access to in-demand jobs. BACK TO WORK 50+ was launched in 2013 in three communities and served 2400 people. Beginning in 2014, through a collaboration with the American Association of Community Colleges (AACC) and the National Association of Workforce Boards (NAWB) series of expansion Grants, AARP Foundation works with 15 community colleges (CCs) and 5 workforce investment boards (WIBs) in 20 locations to support sector-focused, employer-driven collaboration. These collaborations will help us more than double the number of people who receive services and are able to enroll in coaching and short-term training support. Since 2013, BACK TOWORK 50+ has served over 12,000 50+ job candidates (www.aarp.org/backtowork50plus) and in 2014 was awarded a Social Innovation Fund grant from the Corporation for National and Community Service to evaluate and scale the model. As of the end of 2015, AARP Foundation's BACK TO WORK 50+ program was in 33 communities across the country. | |
| $3,562,874 | $1,075,759 | Opening Doors to Financial Opportunity-AARP Foundation is creating the financial products and services older low income adults need to be more financially stable. All of our financial inclusion work is underpinned by our evidence-based financial capability curriculum, Finances 50+, which is designed to motivate and empower participants to take charge of their financial future and make the most of the financial resources they have. Finances 50+ materials cover budgeting and goal setting, taking charge of credit and debt, and developing a savings plan and protecting your assets. Exercises and resources are designed to provide motivation, education, and support for positive action to help participants reach their self-defined goals--whatever they may be--and build financial habits that will help them thrive. Small group workshops are led by trained volunteer facilitators and hosted by local nonprofits and other organizations. AARP Foundation Finances 50+ provided financial capability training to over 5700 participants since 2013. Over 150 iterations of this three workshop series was offered by 15 different organizations nationwide, including those in Arizona, California, Colorado, Louisiana, Maryland, Massachusetts, Minnesota, New Hampshire, New York, Washington State and Washington, DC. | |
| $2,342,622 | $966,399 | Isolation-More than 8 million older adults are socially isolated and, therefore, at risk of poor health. The number of vulnerable Americans age 50+ who are experiencing isolation has been on the rise and is expected to increase in the coming years. AARP Foundation's Isolation work is focused on developing and delivering solutions that help vulnerable individuals over 50 stay socially connected, prevent isolation, and improve related health outcomes. In 2015, the Foundation managed a range of grants and Foundation-led pilot programs, including Mentor Up, an intergenerational service initiative that encourages young people to volunteer with older adults at risk of social isolation. In support of its Isolation work, AARP Foundation also continued to advance a multi-pronged research agenda designed to gain a deep understanding of isolation within the low-to-moderate income 50+ population. | |
| $1,580,812 | $240,000 | Housing-The Housing Impact Area is focused on providing solutions to the at least 19 million low-income 50+ households living in unaffordable and/or inadequate housing. In 2015, the Foundation reached over 150 thousand households with housing information, foreclosure prevention and supported the preservation or production of over 20,000 homes through counseling, home retrofits/repairs and development, and committed over $200,000 in grants. Building on the 2014 research study "Housing America's Older Adults," in 2015, AARP Foundation co-convened the Future of Housing conference to developing a collective vision for meeting America's housing affordability and accessibility needs over the next several decades and to identify key steps to be taken to make this vision a reality. The Foundation continues its role as a thought leader by convening industry experts on aging-in-place and health-and-housing matters. | |
| $410,597 | Consumer Fraud Protection-AARP Foundation helps low income older adults maintain their income by learning how to recognize, refuse and report financial fraud, scams and abuse. AARP Foundation has been at the forefront of fighting fraud for years and is one of only a few national organizations providing fraud prevention programs and services designed specifically for older adults. AARP Foundation currently operates three call centers (Seattle, Denver and Atlanta) that enable us to scale our operations nationally. AARP Foundation's consumer fraud peer counseling program using highly trained staff and volunteers work to educate the most vulnerable consumers, increasing resistance among chronic lottery fraud victims. In addition, AARP Foundation provides customized consumer education and training through multiple channels including in person, online and through publications. In 2015, the combined AARP Foundation consumer fraud prevention programs reached over 130,000 vulnerable older adults.www.aarpelderwatch.org | ||
| $322,857 | $75,000 | Income Security- AARP Foundation is creating new platforms for ensuring that low income older adults have opportunities to continue to generate income and manage and protect that income more effectively. | |
| $7,502,288 | $576,600 | $105,873 | Various Grants, Contributions and Other Programs-AARP Foundation sponsored events and conferences that highlighted tangible ways to create more opportunity in America for low-income seniors, supported employees in crisis, engaged in educational initiatives to help low-income seniors retain and protect assets, and contributed to organizations providing disaster relief from the Nepal earthquakes. Other program expense also includes the joint cost allocation under SOP 98-2 (See Part IX, Statement of Functional Expenses Line 26). |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $35,158,079 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $10,356,637 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $212,938 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $126,556,119 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 226 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 357 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | 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 (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Diane Pratt | |||||||||
| Chairperson | 6.00 | 10.00 | Yes (X) | Yes (X) | $0 | $1,565 | $0 | ||
| Jaime Gutierrez | |||||||||
| Vice Chair | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sandra Ulsh | |||||||||
| Sec/Treas & Finance Chair | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kathleen Edmond | |||||||||
| Audit Chair | 6.00 | 1.00 | Yes (X) | $1,834 | $0 | $0 | |||
| Neal Cutler | |||||||||
| Board Member | 6.00 | 0.00 | Yes (X) | $2,928 | $0 | $0 | |||
| Catherine Alicia Georges | |||||||||
| Board Member | 6.00 | 10.00 | Yes (X) | $0 | $690 | $0 | |||
| Harry E Johnson | |||||||||
| Board Member | 6.00 | 0.00 | Yes (X) | $1,217 | $0 | $0 | |||
| Lloyd Johnson | |||||||||
| Board Member | 6.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Ann O'Connor | |||||||||
| Board Member | 6.00 | 10.00 | Yes (X) | $0 | $7,060 | $0 | |||
| Lisa Marsh Ryerson | |||||||||
| President | 40.00 | 1.00 | Yes (X) | $407,643 | $0 | $95,008 | |||
| Patricia D Shannon | |||||||||
| CFO & SVP | 40.00 | 0.00 | Yes (X) | $342,503 | $0 | $87,578 | |||
| David Whitehead | |||||||||
| SVP & Chief Development Officer | 40.00 | 0.00 | $333,675 | $1,179 | $95,681 | Yes (X) | |||
| Deborah Briceland-Betts | |||||||||
| SVP - Federal Programs until 6/15 | 40.00 | 0.00 | $288,760 | $0 | $60,799 | Yes (X) | |||
| Corey Hastings | |||||||||
| VP - SCSEP | 40.00 | 0.00 | $208,864 | $0 | $73,425 | Yes (X) | |||
| Najeeb Uddin | |||||||||
| VP - Technology & Operation | 40.00 | 0.00 | $261,161 | $0 | $93,991 | Yes (X) | |||
| Robert Starks | |||||||||
| VP - SCSEP until 4/15 | 40.00 | 0.00 | $297,805 | $0 | $26,889 | Yes (X) | |||
| Emily S Allen | |||||||||
| VP - Income Program | 40.00 | 0.00 | $248,494 | $0 | $83,141 | Yes (X) | |||
| Bonnie Speedy | |||||||||
| VP - Tax Aide until 5/15 | 40.00 | 0.00 | $384,437 | $0 | $41,189 | Yes (X) | |||
| Jean Constantine-Davis | |||||||||
| SR. Attorney - Litigation until 4/15 | 40.00 | 0.00 | $296,401 | $0 | $24,998 | Yes (X) | |||
| Barbara Quaintance | |||||||||
| Managing Director - Experience Corps | 40.00 | 0.00 | $266,367 | $27,284 | $94,015 | Yes (X) | |||
| Lester Strong | |||||||||
| VP - Experience Corps | 40.00 | 0.00 | $253,944 | $25,087 | $93,943 | Yes (X) | |||
| Stephen Venute | |||||||||
| VP - Corp & Fdn Relations | 40.00 | 0.00 | $238,095 | $2,393 | $75,493 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,834,128 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $65,258 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $946,150 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 89 | 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 |
|---|---|---|---|---|---|
| Wunderman | |||||
| 3 Columbus Circle | New York | NY | 10019 | Marketing Agency | $1,271,047 |
| Double Envelope | |||||
| 7702 Plantation Road | Roanoke | VA | 24019 | Commercial Printing Services | $1,118,531 |
| Hager Sharp Inc | |||||
| 1030 15th Street NW Ste 600E | Washington | DC | 20005 | Communications Firm | $1,102,647 |
| Miami Dolphins LTD | |||||
| 7500 SW 30th Street | Davie | FL | 33314 | Volunteer Engagement See Schedule O | $1,052,499 |
| CP Direct Inc | |||||
| 4600A Boston Way | Lanham | MD | 20706 | Commercial Printing Services | $822,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 81 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $115,555 | FederatedCampaignsAmt |
| Related Organizations | $19,485,644 | RelatedOrganizationsAmt |
| Government Grants | $80,090,111 | GovernmentGrantsAmt |
| All Other Contributions | $52,580,089 | AllOtherContributionsAmt |
| Total Contributions | $152,271,399 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Experience Corps School Fees | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $107,065 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $107,065 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,873 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,873 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $212,938 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,679,250 | TotalRevenueColumnAmt |
| Exclusion | $1,679,250 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,744 | TotalRevenueColumnAmt |
| Exclusion | $8,744 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $314,255,296 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $312,439,894 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,815,402 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,815,402 | TotalRevenueColumnAmt |
| Exclusion | $1,815,402 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Charitable Gift Annuity Severance | 900099 | $56,222 | $56,222 |
| Change in value- Charitable Gift | 900099 | -$361,524 | -$361,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$305,302 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,682,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $212,938 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,198,094 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,512,957 | TotalAmt |
| Program Services | $10,512,957 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,134,017 | TotalAmt |
| Program Services | $57,134,017 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $715,000 | TotalAmt |
| Program Services | $715,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,574,124 | TotalAmt |
| Program Services | $1,404,171 | ProgramServicesAmt |
| Management And General | $806,635 | ManagementAndGeneralAmt |
| Fundraising | $363,318 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,319,818 | TotalAmt |
| Program Services | $21,537,337 | ProgramServicesAmt |
| Management And General | $2,783,643 | ManagementAndGeneralAmt |
| Fundraising | $2,998,838 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,498 | TotalAmt |
| Program Services | $685,652 | ProgramServicesAmt |
| Management And General | $89,608 | ManagementAndGeneralAmt |
| Fundraising | $99,238 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,231,330 | TotalAmt |
| Program Services | $2,355,427 | ProgramServicesAmt |
| Management And General | $489,795 | ManagementAndGeneralAmt |
| Fundraising | $386,108 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,832,794 | TotalAmt |
| Program Services | $1,450,292 | ProgramServicesAmt |
| Management And General | $192,285 | ManagementAndGeneralAmt |
| Fundraising | $190,217 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,580 | TotalAmt |
| Program Services | $91,580 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,375 | TotalAmt |
| Management And General | $152,375 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152,075 | TotalAmt |
| Fundraising | $1,152,075 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,395,608 | TotalAmt |
| Program Services | $3,889,870 | ProgramServicesAmt |
| Management And General | $718,796 | ManagementAndGeneralAmt |
| Fundraising | $786,942 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,441,376 | TotalAmt |
| Program Services | $1,886,277 | ProgramServicesAmt |
| Management And General | $171,573 | ManagementAndGeneralAmt |
| Fundraising | $1,383,526 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,293,512 | TotalAmt |
| Program Services | $3,224,074 | ProgramServicesAmt |
| Management And General | $53,722 | ManagementAndGeneralAmt |
| Fundraising | $15,716 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,112,891 | TotalAmt |
| Program Services | $1,407,443 | ProgramServicesAmt |
| Management And General | $87,806 | ManagementAndGeneralAmt |
| Fundraising | $617,642 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,715,546 | TotalAmt |
| Program Services | $2,470,058 | ProgramServicesAmt |
| Management And General | $157,443 | ManagementAndGeneralAmt |
| Fundraising | $88,045 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,748,245 | TotalAmt |
| Program Services | $1,473,045 | ProgramServicesAmt |
| Management And General | $122,894 | ManagementAndGeneralAmt |
| Fundraising | $152,306 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,077,746 | TotalAmt |
| Program Services | $1,907,339 | ProgramServicesAmt |
| Management And General | $151,793 | ManagementAndGeneralAmt |
| Fundraising | $18,614 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,130 | TotalAmt |
| Program Services | $6,525 | ProgramServicesAmt |
| Management And General | $2,390 | ManagementAndGeneralAmt |
| Fundraising | $1,215 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,514,872 | TotalAmt |
| Program Services | $1,015,627 | ProgramServicesAmt |
| Management And General | $333,966 | ManagementAndGeneralAmt |
| Fundraising | $165,279 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing and postage | $15,003,325 | $5,466,650 | $20,845 | $9,515,830 |
| Volunteer travel/activi | $5,112,109 | $5,100,945 | $11,164 | |
| Telecommunication expen | $1,980,284 | $1,903,919 | $54,575 | $21,790 |
| Tax and licenses | $382,442 | $249,156 | $88,330 | $44,956 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,121,053 | TotalAmt |
| Program Services | $668,758 | ProgramServicesAmt |
| Management And General | $284,620 | ManagementAndGeneralAmt |
| Fundraising | $167,675 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,499,707 | TotalAmt |
| Program Services | $126,556,119 | ProgramServicesAmt |
| Management And General | $6,774,258 | ManagementAndGeneralAmt |
| Fundraising | $18,169,330 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,127,440 | TotalAmt |
| Program Services | $4,206,275 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $7,921,165 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,072,134 | BOYAmt |
| EOY | $2,888,226 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,163,143 | BOYAmt |
| EOY | $4,283,684 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,431,092 | BOYAmt |
| EOY | $8,290,767 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,347 | BOYAmt |
| EOY | $28,155 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,492,478 | BOYAmt |
| EOY | $1,778,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,408,067 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,479,518 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,078,800 | BOYAmt |
| EOY | $19,928,549 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,519,797 | BOYAmt |
| EOY | $82,238,973 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,634,943 | BOYAmt |
| EOY | $4,118,108 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,048,459 | BOYAmt |
| EOY | $5,280,650 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,447 | BOYAmt |
| EOY | $322,187 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,012,640 | BOYAmt |
| EOY | $129,157,960 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,457,601 | BOYAmt |
| EOY | $12,407,102 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,028,486 | BOYAmt |
| EOY | $5,346,313 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,381,555 | BOYAmt |
| EOY | $3,171,613 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000,000 | BOYAmt |
| EOY | $25,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,566,305 | BOYAmt |
| EOY | $2,546,158 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,433,947 | BOYAmt |
| EOY | $48,471,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,038,267 | BOYAmt |
| EOY | $79,520,982 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,540,426 | BOYAmt |
| EOY | $1,165,792 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,578,693 | BOYAmt |
| EOY | $80,686,774 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,012,640 | BOYAmt |
| EOY | $129,157,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,182,724 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,074,643 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $138,735,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,838,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,215,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,542,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,271,399 | CurrentTaxYearAmt |
| Total | $715,603,677 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,735,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,838,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,215,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,542,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,271,399 | CurrentTaxYearAmt |
| Total | $715,603,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $45,776,833 | SubstantialContributorsTotAmt |
| Public Support Total170 | $669,826,844 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,809,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,787,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,235,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,351,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,687,994 | CurrentTaxYearAmt |
| Total | $9,871,618 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $212,938 | CurrentTaxYearAmt |
| Total | $221,372 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $725,696,667 | TotalSupportAmt |
| Public Support CY170 | 0.92300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 10(a): | Miscellanous Other Income - $7,015 |
| Part II, Line 10(b): | Miscellanous Other Income - $1,419 |
| Part II, Line 10(e): | Other Program Income - $105,873 Experience Corps School Fees - $107,065 Total Program Services Revenue - $212,938 |
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 | $17,983,362 | BeginningYearBalanceAmt |
| Contributions | $336,554 | ContributionsAmt |
| Investment Earnings Or Losses | -$328,393 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $852,519 | OtherExpendituresAmt |
| End Year Balance | $17,139,004 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,101,116 | BeginningYearBalanceAmt |
| Contributions | $476,933 | ContributionsAmt |
| Investment Earnings Or Losses | $190,354 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $785,041 | OtherExpendituresAmt |
| End Year Balance | $17,983,362 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,154,308 | BeginningYearBalanceAmt |
| Contributions | $326,685 | ContributionsAmt |
| Investment Earnings Or Losses | $2,338,386 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $718,263 | OtherExpendituresAmt |
| End Year Balance | $18,101,116 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,790,123 | BeginningYearBalanceAmt |
| Contributions | $525,743 | ContributionsAmt |
| Investment Earnings Or Losses | $1,484,244 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $645,802 | OtherExpendituresAmt |
| End Year Balance | $16,154,308 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,217,922 | BeginningYearBalanceAmt |
| Contributions | $546,068 | ContributionsAmt |
| Investment Earnings Or Losses | -$403,984 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $569,883 | OtherExpendituresAmt |
| End Year Balance | $14,790,123 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| 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 | $8,677,503 | DepreciationAmt |
| Book Value | $14,059,405 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,231,159 | OtherCostOrOtherBasisAmt |
| Depreciation | $802,015 | DepreciationAmt |
| Book Value | $1,429,144 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,928,549 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Charitable gift annuity liability | Desc |
| Amt | $2,546,158 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,546,158 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $207,362,281 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,074,639 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $51,970,556 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $3,999,576 | OtherRevenueAmt |
| Revenue Not Reported | $51,895,493 | RevenueNotReportedAmt |
| Revenue Subtotal | $155,466,788 | RevenueSubtotalAmt |
| Other Revenues Not Included | $215,643 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $215,643 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $155,682,431 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $206,336,427 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $51,970,556 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,866,164 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $54,836,720 | ExpensesNotReportedAmt |
| Expenses Subtotal | $151,499,707 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $151,499,707 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Foundation board has established a board-designated quasi-endowment fund, and has adopted a policy under which certain contributions are designated to the fund. Assets of the quasi-endowment fund are invested in a broadly diversified portfolio spread over multiple asset classes. The board also adopted a spending policy, which permits an annual transfer to operating funds of up to 5% of the previous 12 quarters average quasi-endowment fund balance. |
| Part X, Line 2: | AARP Foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements. |
| Part XI, Line 2d - Other Adjustments: | AARP Institute (EIN: 52-0788950) financial statement revenues 261,215. AARP Experience Corps (EIN: 26-3698436) financial statement revenues 2,964,619. Inherent contribution of Experience Corps net assets 773,742. |
| Part XI, Line 4b - Other Adjustments: | Intercompany payment from AARP Institute eliminated in consolidation 215,643. |
| Part XII, Line 2d - Other Adjustments: | AARP Institute (EIN: 52-0788950) financial statement expenses 14,794. AARP Experience Corps (EIN: 26-3698436) financial statement expenses 2,851,370. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| North America | Grant to Support AARP Foundation's Isolation program. | $195,000 | Check |
| South Asia | Grant to support disaster relief services. | $80,000 | Check |
| South Asia | Grant to support disaster relief services. | $60,000 | Check |
| South Asia | Grant to support disaster relief services. | $305,000 | Check |
| South Asia | Grant to support disaster relief services. | $75,000 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 (5 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 Adams Hussey & Associates | ||||||||
| 1600 Wilson Boulevard Suite 300 | Arlington | VA | 22209 | Direct mail production management services | 0 | $0 | $675,483 | $0 |
| Creative Direct Response | ||||||||
| 16900 Science Drive Ste 210 | Bowie | MD | 20715 | Fundraising Counsel | 0 | $0 | $585,600 | $0 |
| Gift Strategies LLC | ||||||||
| 1539 Fall River Avenue Ste 3 | Seekonk | MA | 02771 | Gift planning consultant | 0 | $0 | $398,145 | $0 |
| Infocision | ||||||||
| 325 Springside Drive | Akron | OH | 44333 | Professional solicitor | 0 | $0 | $3,536 | $0 |
| M&R Strategic Services Inc | ||||||||
| 2120 L Street NW 6th Fl | Washington | DC | 20037 | Creative online marketing services | 0 | $0 | $247,204 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $1,909,968 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | 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 | 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 |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | ME | 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 Adams Hussey & Associates Professional fundraising fee $509,736 Consulting fees 11,958 Advertising & promotion 153,789 Total paid to Chapman Cubine $675,483 Adams Hussey & Associates Creative Direct Response Professional fundraising fee $ 75,000 Consulting fees 210,600 Advertising & promotion 300,000 Total paid to Creative Direct $585,600 Response Gift Strategies LLC Professional fundraising fee $380,775 Travel expenses 17,370 Total paid to Gift Strategies LLC $398,145 Infocision Data Processing $3,536 Total paid to Infocision $3,536 M&R Strategic Services Professional fundraising fee $186,564 Consulting services 47,816 IT services 12,824 Total paid to M&R Strategic Svcs $247,204 Total amounts paid to fundraisers $1,909,968 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (61 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP Inc | ||||||||
| 601 E St NW | Washington | DC | 20049 | 951985500 | 501(c)(4) | $5,105,055 | AARP, Inc. charitable work conducted on behalf of the AARP Foundation. | |
| Access Hears Inc | ||||||||
| 100 N Charles St Ste 500 | Baltimore | MD | 21201 | 474175242 | 501(c)(3) | $250,000 | Grant to support AARP Foundation's Isolation program. | |
| Alliance to End Hunger | ||||||||
| 425 3rd St SW Suite 1200 | Washington | DC | 20024 | 202803848 | 501(c)(3) | $15,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| America's Second Harvest of Big Bend Inc | ||||||||
| 4446 Entrepot Blvd | Tallahassee | FL | 32310 | 592610345 | 501(c)(3) | $6,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Anne Arundel County | ||||||||
| 2666 Riva Rd Ste 400 | Annapolis | MD | 21401 | 526000878 | Government Entity | $50,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| ArapahoeDouglas Works | ||||||||
| 120 Wall Street 9th Floor | New York | NY | 10005 | 846000740 | 501(c)(6) | $150,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Aspiranet | ||||||||
| 400 Oyster Point Blvd Ste 501 | South San Francisco | CA | 94080 | 942442955 | 501(c)(3) | $71,291 | Grant to support Experience Corps mentoring and tutoring program. | |
| Atlanta Community Food Bank | ||||||||
| 732 Joseph E Lowery Blvd NW | Atlanta | GA | 30318 | 581376648 | 501(c)(3) | $20,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Atlanta Technical College Foundation Inc | ||||||||
| 1560 Metropolitan Parkway SW | Atlanta | GA | 30310 | 582582973 | 501(c)(3) | $43,736 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Austin Community College | ||||||||
| 1212 Rio Grande St | Austin | TX | 78701 | 741742036 | 501(c)(3) | $8,101 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| California Coalition for Rural Housing | ||||||||
| 717 K St 400 | Sacramento | CA | 95814 | 942832634 | 501(c)(3) | $40,000 | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | |
| Catholic Charities - Stockton | ||||||||
| 1106 North El Dorado | Stockton | CA | 95202 | 941629114 | 501(c)(3) | $40,000 | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | |
| Chicago Cook Workforce | ||||||||
| 69 W Washington Suite 2860 | Chicago | IL | 60602 | 364122225 | 501(c)(3) | $450,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Chicanos Por La Causa | ||||||||
| 1112 E Buckeye Rd Phoenix AZ 85034 | Phoenix | AZ | 85034 | 860227210 | 501(c)(3) | $75,000 | Grant to support AARP Foundation's Housing program. | |
| City of Tempe | ||||||||
| 20 E Sixth Street | Tempe | AZ | 85281 | 866000262 | 501(c)(3) | $8,677 | Grant to support Experience Corps mentoring and tutoring program. | |
| Community Service Society of New York | ||||||||
| 105 E 22nd St | New York | NY | 10010 | 135562202 | 501(c)(3) | $13,984 | Grant to support Experience Corps mentoring and tutoring program. | |
| Cuyahoga County Public Library | ||||||||
| 27403 Lorain Rd | North Olmsted | OH | 44070 | 346000819 | Government Entity | $25,000 | Grant to support AARP Foundation's Income Security program. | |
| DoSomething - Grandparents | ||||||||
| 19 W 21st St 8th Fl | New York | NY | 10010 | 133720473 | 501(c)(3) | $191,000 | Grant to support AARP Foundation's Isolation program. | |
| Eastern Florida State College | ||||||||
| 3865 N Wickham Rd | Melbourne | FL | 32935 | 590920675 | government entity | $22,242 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Elder Law & Advocacy | ||||||||
| 5151 Murphy Canyon Rd 110 | San Diego | CA | 92123 | 953353924 | 501(c)(3) | $38,290 | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | |
| Elder Law Community Engagement | ||||||||
| 2 Roosevelt Steptoe Street | Baton Rouge | LA | 70813 | 237052911 | 501(c)(3) | $115,500 | Grant to support AARP Foundation's Isolation program. | |
| Feeding Children Everywhere Inc | ||||||||
| 830 S Ronald Reagan Blvd 142 | Longwood | FL | 32750 | 273274349 | 501(c)(3) | $257,128 | Grant to support AARP Foundation's Hunger program. | |
| Generations Incorporated | ||||||||
| 25 Kingston St 4th Fl | Boston | MA | 02111 | 043227007 | 501(c)(3) | $202,870 | Grant to support Experience Corps mentoring and tutoring program. | |
| Grantmakers in Aging | ||||||||
| 2001 Jefferson Davis Hwy 504 | Arlington | VA | 22202 | 134014982 | 501(c)(3) | $15,000 | Donation to support GIA conference. | |
| Grants Managers Network | ||||||||
| 1666 K St NW 440 | Washington | DC | 20006 | 743158155 | 501(c)(3) | $10,000 | Donation for organizational capacity support. | |
| Greater Cleveland Volunteers | ||||||||
| 4415 Euclid Ave Ste 200 | Cleveland | OH | 44103 | 341356768 | 501(c)(3) | $5,615 | Grant to support Experience Corps mentoring and tutoring program. | |
| Harvard University | ||||||||
| 1033 Massachusetts Ave 5th Fl | Cambridge | MA | 02138 | 042103580 | 501(c)(3) | $90,000 | Grant to suport the State of Housing for Older Americans research project. | |
| Westchester PublicPrivate Partnership for Aging Services | ||||||||
| 9 South First Avenue10th floor | Mount Vernon | NY | 10550 | 133631718 | 501(c)(3) | $150,000 | Grant to support AARP Foundation's Isolation program. | |
| Jacksonville Public Library | ||||||||
| 303 N Laura St | Jacksonville | FL | 32202 | 592836110 | Government Entity | $25,000 | Grant to support AARP Foundation's Income Security program. | |
| Johns Hopkins University | ||||||||
| 3400 North Charles Street | Baltimore | MD | 21218 | 520595110 | 501(c)(3) | $75,000 | Grant to support AARP Foundation's housing program. | |
| LA Kitchen | ||||||||
| 230 W Ave 26 | Los Angeles | CA | 90031 | 461639779 | 501(c)(3) | $550,000 | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | |
| Library Foundation of Los Angeles | ||||||||
| 630 West 5th Street | Los Angeles | CA | 90071 | 954368250 | 501(c)(3) | $25,000 | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | |
| Massachusetts Institute of Technology | ||||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | 042103594 | 501(c)(3) | $10,000 | Donation for business plan competition. | |
| Meals on Wheels Association of America | ||||||||
| 413 N Lee Street | Alexandria | VA | 22314 | 237447812 | 501(c)(3) | $12,500 | Grant to support AARP Foundation's Hunger program. | |
| Metropolitan Family Service | ||||||||
| 1808 SE Belmont St | Portland | OR | 97214 | 930397825 | 501(c)(3) | $59,876 | Grant to support Experience Corps mentoring and tutoring program. | |
| MIT Sloan School of Management | ||||||||
| 30 Memorial Dr | Cambridge | MA | 02142 | 042103594 | 501(c)(3) | $63,800 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| More Than Wheels | ||||||||
| 15 Eagle Ct | Keene | NH | 03431 | 020528886 | 501(c)(3) | $261,400 | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | |
| National Able Network | ||||||||
| 567 W Lake Street Suite 1150 | Chicago | IL | 60661 | 237339397 | 501(c)(3) | $329,844 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| National Academy of Elder Law Attorneys | ||||||||
| 1577 Spring Hill Road Ste 220 | Vienna | VA | 22182 | 860620517 | 501(c)(3) | $10,000 | Grant to support the National Law and Aging Institute. | |
| National Telemarketing Victim Call Center | ||||||||
| 1964 Westwood Blvd Ste 325 | Los Angeles | CA | 90025 | 562557624 | 501(c)(3) | $40,000 | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | |
| New York City Coalition Against Hunger | ||||||||
| 50 Broad Street Ste 1520 | New York | NY | 10004 | 133471350 | 501(c)(3) | $10,500 | Donation to provide support to 50+ adults in need of food assistance. | |
| Outreach Inc | ||||||||
| PO Box 361 | Union | IA | 50258 | 200636360 | 501(c)(3) | $300,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Peterson Garden Project | ||||||||
| 4642 North Francisco | Chicago | IL | 60625 | 272417699 | 501(c)(3) | $34,509 | Grant to support AARP Foundation's Isolation program. | |
| Public Broadcasting Service | ||||||||
| 2100 Crystal Drive | Arlington | VA | 22202 | 520899215 | 501(c)(3) | $10,000 | Grant to support Experience Corps mentoring and tutoring program. | |
| George Washington School of Nursing Center for Aging Health and Humanities | ||||||||
| 2121 I Street NW Ste 601 | Washington | DC | 20052 | 530196584 | 501(c)(3) | $42,446 | Grant to support AARP Foundation's Isolation program. | |
| ReServe Dementia Care Coaches | ||||||||
| 633 Third Avenue 6th Fl | New York | NY | 10017 | 810665063 | 501(c)(3) | $107,727 | Grant to support AARP Foundation's Isolation program. | |
| Root Cause Coalition | ||||||||
| 1120 G St NW Ste 1000 | Washington | DC | 20005 | 475126498 | 501(c)(3) | $150,000 | Donation to support AARP Foundation's Hunger program. | |
| Sacramento Employment & Training Agency | ||||||||
| 925 Del Paso Blvd | Sacramento | CA | 95815 | 946000529 | Government Entity | $50,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Santa Fe College | ||||||||
| 3000 NW 83 St | Gainesville | FL | 32606 | 591207627 | 501(c)(3) | $54,150 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Santa Fe Community College | ||||||||
| 6401 Richards Ave | Santa Fe | NM | 87508 | 850311615 | 501(c)(3) | $8,740 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Shriver Center | ||||||||
| 50 E Washington St Ste 500 | Chicago | IL | 60602 | 363151279 | 501(c)(3) | $25,000 | General support. | |
| Top Box Foods - Capacity Building | ||||||||
| 222 Merchandise Mart Plz Suite 202A | Chicago | IL | 60654 | 453930886 | 501(c)(3) | $150,000 | Donation to support AARP Foundation's Hunger program. | 202A |
| Trustees of Tufts College | ||||||||
| Ballou Hall | Medford | MA | 02155 | 042103634 | 501(c)(3) | $62,779 | Donation to support AARP Foundation's Hunger program. | |
| United Healthcare Children's Foundation | ||||||||
| MN017-W400 PO Box 41 | Minneapolis | MN | 554400041 | 522177891 | 501(c)(3) | $15,000 | Sponsorship to support Hunger program. | |
| University of Arkansas Foundation Inc | ||||||||
| 535 Research Center Blvd | Fayetteville | AR | 72701 | 716056774 | 501(c)(3) | $25,000 | Donation to support AARP Foundation's Hunger program. | |
| Uplift Solutions Inc | ||||||||
| 700 Delsea Dr | Westville | NJ | 08093 | 943471934 | 501(c)(3) | $150,000 | Donation to support AARP Foundation's Hunger program. | |
| Volunteers of America Minnesota | ||||||||
| 7625 Metro Blvd | Minneapolis | MN | 55439 | 411554078 | 501(c)(3) | $99,092 | Grant to support Experience Corps mentoring and tutoring program. | |
| WISE & Healthy Aging | ||||||||
| 1527 4th St 2nd Floor | Santa Monica | CA | 90401 | 952788014 | 501(c)(3) | $40,000 | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | |
| Workforce Connections | ||||||||
| 2615 East Avenue South Suite 1 | La Crosse | WI | 54601 | 391458247 | 501(c)(3) | $50,000 | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | |
| Yolo County District Attorney | ||||||||
| 301 2nd St | Woodland | CA | 95695 | 946000548 | Government Entity | $40,000 | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | |
| Youth Co-Op Inc | ||||||||
| 3525 NW 7th St | Miami | FL | 33125 | 237320351 | 501(c)(3) | $450,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 59 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a) | 12900 | $56,838,276 |
| Experience Corps Mentoring & Tutoring Stipends | 2036 | $274,742 |
| Employee Crisis Fund | 5 | $21,000 |
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) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (13 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 | $317,596 | $0 | $87,938 | $0 | $2,109 | $0 | $10,600 | $66,038 | $18,370 | $0 | $436,613 | $66,038 | $0 | $0 |
| Patricia D Shannon | ||||||||||||||
| CFO & SVP | $276,148 | $0 | $65,335 | $0 | $1,020 | $0 | $10,600 | $66,038 | $10,940 | $0 | $364,043 | $66,038 | $0 | $0 |
| David Whitehead | ||||||||||||||
| SVP & Chief Development Officer | $271,985 | $1,179 | $60,739 | $0 | $951 | $0 | $10,600 | $66,038 | $19,043 | $0 | $363,318 | $67,217 | $0 | $0 |
| Deborah Briceland-Betts | ||||||||||||||
| SVP - Federal Programs until 6/15 | $104,802 | $0 | $47,332 | $0 | $136,626 | $0 | $6,085 | $37,912 | $16,802 | $0 | $311,647 | $37,912 | $0 | $0 |
| Corey Hastings | ||||||||||||||
| VP - SCSEP | $172,440 | $0 | $35,882 | $0 | $542 | $0 | $8,333 | $51,914 | $13,178 | $0 | $230,375 | $51,914 | $0 | $0 |
| Najeeb Uddin | ||||||||||||||
| VP - Technology & Operation | $205,679 | $0 | $54,459 | $0 | $1,023 | $0 | $10,406 | $64,826 | $18,759 | $0 | $290,326 | $64,826 | $0 | $0 |
| Robert Starks | ||||||||||||||
| VP - SCSEP until 4/15 | $52,422 | $0 | $39,051 | $0 | $206,332 | $0 | $3,659 | $22,795 | $435 | $0 | $301,899 | $22,795 | $0 | $0 |
| Emily S Allen | ||||||||||||||
| VP - Income Program | $201,948 | $0 | $45,687 | $0 | $859 | $0 | $9,905 | $61,710 | $11,526 | $0 | $269,925 | $61,710 | $0 | $0 |
| Bonnie Speedy | ||||||||||||||
| VP - Tax Aide until 5/15 | $78,579 | $0 | $46,955 | $0 | $258,903 | $0 | $5,021 | $31,283 | $4,885 | $0 | $394,343 | $31,283 | $0 | $0 |
| Jean Constantine-Davis | ||||||||||||||
| SR. Attorney - Litigation until 4/15 | $53,984 | $0 | $30,931 | $0 | $211,486 | $0 | $3,396 | $21,161 | $441 | $0 | $300,238 | $21,161 | $0 | $0 |
| Barbara Quaintance | ||||||||||||||
| Managing Director - Experience Corps | $219,611 | $27,055 | $44,233 | $0 | $2,523 | $229 | $10,554 | $66,084 | $15,929 | $1,448 | $292,850 | $94,816 | $0 | $0 |
| Lester Strong | ||||||||||||||
| VP - Experience Corps | $201,397 | $24,742 | $48,675 | $0 | $3,872 | $345 | $10,003 | $66,635 | $15,864 | $1,441 | $279,811 | $93,163 | $0 | $0 |
| Stephen Venute | ||||||||||||||
| VP - Corp & Fdn Relations | $189,637 | $2,393 | $47,689 | $0 | $769 | $0 | $9,589 | $59,738 | $6,166 | $0 | $253,850 | $62,131 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 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. Directors sitting on both the AARP and the AARP Foundation boards are reimbursed by AARP for travel and subsistence costs incurred in carrying out their duties. Directors sitting on the AARP Foundation board are reimbursed by AARP Foundation for travel and subsistence costs incurred in carrying out their duties. The officers and key employees are reimbursed by AARP Foundation for travel and subsistence costs incurred in carrying out their duties. In addition, all non-employee officers and directors are reimbursed for travel and subsistence costs incurred for spouses/companions accompanying them to Foundation functions. All spouse/companion travel reimbursements, including tax gross-up payments, are treated as taxable income and Form 1099-MISC are issued as required by law. Board members Pratt, Georges, L. Johnson, and O'Connor 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. Board members Cutler, Edmond, Gutierrez, H. Johnson, and Ulsh, sit only on the AARP Foundation board and AARP Foundation pays all spouse/companion travel expenses for these board members and issues the required Form 1099-MISC with the applicable income tax gross-up payment. |
| Part I, Line 4a | Bonnie Sue Campbell Speedy received a separation payment in the amount of $228,355.91 in 2015. Jean Constantine-Davis received a separation payment in the amount of $193,652.59 in 2015. Robert Starks received a separation payment in the amount of $188,794.98 in 2015. Deborah Briceland-Betts received a separation payment in the amount of $124,700.64 in 2015. |
| 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, of which gross revenues is one. |
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 |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00600 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00600 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | Pursuant to Article V(B) of the By-Laws of AARP Foundation, the board members are able to serve for a fourth two-year term, bringing the total length of time they can serve to 8 years. Pursuant to Article VI(B)(1)(a) of the By-Laws of AARP Foundation, the Foundation President will also serve on the Selection Committee. |
| Form 990, Part VI, Section A, line 7a | The AARP Board of Directors appoints up to ten (10) voting members of the AARP Foundation Board of Directors. Six (6) of the AARP Foundation Board members shall be unaffiliated to AARP and up to four (4) of the AARP Foundation Board members may be current AARP Board members. |
| Form 990, Part VI, Section A, line 7b | The AARP Board of Directors appoints up to ten (10) voting members of the AARP Foundation Board of Directors. Six (6) of the AARP Foundation Board members shall be unaffiliated to AARP and up to four (4) of the AARP Foundation Board members may be current AARP Board members. 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 11 | The Form 990 for AARP Foundation ("Foundation") is prepared by an outside consultant and reviewed by AARP Foundation's CFO and President 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 resolution 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 15 | 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. For AARP Foundation's president, officers and key employees, based on the process described above, the AARP Foundation Board Chair approves adjustments to the president's compensation package; compensation packages for other officers and key employees are approved by the Strategy & Governance Committee. |
| 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 are the average hours disclosed on Form 990. Officers, key employees, and highest compensated employees often work in excess of that amount. |
| Part VII, Sec. B, Independent Contractors | AARP Foundation entered into a Community Program Agreement with the Miami Dolphins, Ltd., a Florida limited partnership, and South Florida Stadium LLC, a Florida limited liability company, (collectively the "Dolphins Parties") on May 1, 2014. As AARP Foundation and the Dolphins Parties have a mutual interest in the well-being of the 50+ year old community in the South Florida area, and particularly in engaging volunteers to serve the lower income 50+ community through charitable programs, the Agreement represents the parties intent to embark on a long term relationship designed to impact the 50+ community in the South Florida area through four (4) key areas: Hunger, Housing, Income and Isolation. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 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 Inc | |||||||||||
| 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 | |
| AARP Institute | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 520788950 | Supporting org of AARP Fdn holding certain charitable gift annuity funds | DC | 501(c)(3) | 509(a)(3) | Yes (1) | AARP Foundation | |
| 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 Inc | |
| AARP Experience Corps | |||||||||||
| 2120 L Street NW | Washington | DC | 20049 | 263698436 | Engages adults aged 50+ as tutors & mentors for school children nationwide | DC | 501(c)(3) | 509(a)(1) | 0 | AARP Foundation | |
| 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 Inc | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|
| AARP Financial Services Corporation | ||||||||||
| 601 E Street NW | Washington | DC | 20049 | 521367607 | Real Estate Holding Company | DE | AARP Inc | C | 0 | |
| AARP Services Inc | ||||||||||
| 601 E Street NW | Washington | DC | 20004 | 522141065 | Quality Control and Research | DE | AARP Inc | C | 0 | |
| The H Wayne and Anne D Barbetti Charitable Remainder Unitrust | ||||||||||
| 5011 Haven Avenue | Ocean City | NJ | 08226 | 206379297 | Charitable Remainder Trust | NJ | T | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | 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 (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP Inc - Grant awards to AARP for performance of charitable activities | ||
| B | $5,105,055 | grant agreements |
| AARP Inc - Cash contributions | ||
| C | $19,270,001 | cash paid |
| AARP Inc - Bond standby agreement | ||
| E | $25,000,000 | in the event of default |
| AARP Inc - In-kind shared services | ||
| M | $22,042,225 | allocable cost |
| AARP Inc - In-kind advertising | ||
| M | $4,902,760 | publication space market value |
| AARP Inc - Mailing lists | ||
| N | $0 | see supplemental information |
| AARP Inc - telephone expenses | ||
| P | $5,772 | costs incurred |
| AARP Inc - Building maintanence | ||
| P | $663,224 | costs incurred |
| AARP Inc - Salaries for shared employees | ||
| Q | $293,539 | actual salaries for time reported |
| AARP Inc - 25k Annual fee line of credit and 15k for national event | ||
| R | $40,000 | cash paid |
| AARP Inc - Salaries for shared employees | ||
| P | $33,167 | actual salaries for time reported |
| AARP Services Inc - Consulting services | ||
| M | $13,456 | costs incurred |
| Experience Corps - Salaries for shared employees | ||
| Q | $8,174 | actual salaries for time reported |
| Andrus Insurance Fund LLC (workers' comp and other insurance) | ||
| R | $1,381,363 | premiums paid |
| AARP Institute - In-kind shared services | ||
| L | $67,929 | allocable cost |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 2(a)(6) | 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 |