STRATEGY STUDIO / PUBLIC DATA EXPLORER

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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-31T09:41:40-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11861 INTERNATIONAL DRIVE STE 501AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520794300EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AARP FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAARPBusinessNameControlTxt
Phone2024343399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E Street NW Tax DeptAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLisa Marsh RyersonPersonNm
Person TitlePresidentPersonTitleTxt
Phone2024343399PhoneNum
Signature2016-05-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonParvin Van EngerPreparerPersonNm
PTINP00955143PTIN
Phone5713820020PhoneNum
Preparation2016-05-26PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLisa Marsh RyersonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E Street NW Tax DeptAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$468,122,325GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.aarp.org/foundationWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1961FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionA 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 Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee357TotalEmployeeCnt
Total Volunteers129458TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$142,542,859PYContributionsGrantsAmt
CY Contributions Grants$152,271,399CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$212,938CYProgramServiceRevenueAmt
PY Investment Income$3,385,064PYInvestmentIncomeAmt
CY Investment Income$3,494,652CYInvestmentIncomeAmt
PY Other Revenue$682,357PYOtherRevenueAmt
CY Other Revenue-$296,558CYOtherRevenueAmt
PY Total Revenue$146,610,280PYTotalRevenueAmt
CY Total Revenue$155,682,431CYTotalRevenueAmt
PY Grants And Similar Paid$66,272,427PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$68,361,974CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$30,839,253PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$35,832,564CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,357,766PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,152,075CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$18,169,330CYTotalFundraisingExpenseAmt
PY Other Expenses$46,073,592PYOtherExpensesAmt
CY Other Expenses$46,153,094CYOtherExpensesAmt
PY Total Expenses$144,543,038PYTotalExpensesAmt
CY Total Expenses$151,499,707CYTotalExpensesAmt
PY Revenues Less Expenses$2,067,242PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,182,724CYRevenuesLessExpensesAmt
Total Assets BOY$136,012,640TotalAssetsBOYAmt
Total Assets EOY$129,157,960TotalAssetsEOYAmt
Total Liabilities BOY$55,433,947TotalLiabilitiesBOYAmt
Total Liabilities EOY$48,471,186TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$80,578,693NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$80,686,774NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionA 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$74,578,072ExpenseAmt
Grant$56,838,275GrantAmt
DescThe 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.orgDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$10,698,232ExpenseAmt
DescAARP 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/taxaideDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,121,736ExpenseAmt
Grant$1,167,063GrantAmt
DescHunger-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)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$6,111,944$679,195$107,065Experience 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$5,105,055Grants 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$12,500Litigation-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$1,626,129Back 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$1,075,759Opening 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$966,399Isolation-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$240,000Housing-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.
$410,597Consumer 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$75,000Income 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$105,873Various 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).
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$35,158,079TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$10,356,637TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$212,938TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$126,556,119TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document226IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee357EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Patricia D ShannonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2024343399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E Street NWAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Diane Pratt
Chairperson6.0010.00Yes (X)Yes (X)$0$1,565$0
Jaime Gutierrez
Vice Chair6.000.00Yes (X)Yes (X)$0$0$0
Sandra Ulsh
Sec/Treas & Finance Chair6.000.00Yes (X)Yes (X)$0$0$0
Kathleen Edmond
Audit Chair6.001.00Yes (X)$1,834$0$0
Neal Cutler
Board Member6.000.00Yes (X)$2,928$0$0
Catherine Alicia Georges
Board Member6.0010.00Yes (X)$0$690$0
Harry E Johnson
Board Member6.000.00Yes (X)$1,217$0$0
Lloyd Johnson
Board Member6.0010.00Yes (X)$0$0$0
Barbara Ann O'Connor
Board Member6.0010.00Yes (X)$0$7,060$0
Lisa Marsh Ryerson
President40.001.00Yes (X)$407,643$0$95,008
Patricia D Shannon
CFO & SVP40.000.00Yes (X)$342,503$0$87,578
David Whitehead
SVP & Chief Development Officer40.000.00$333,675$1,179$95,681Yes (X)
Deborah Briceland-Betts
SVP - Federal Programs until 6/1540.000.00$288,760$0$60,799Yes (X)
Corey Hastings
VP - SCSEP40.000.00$208,864$0$73,425Yes (X)
Najeeb Uddin
VP - Technology & Operation40.000.00$261,161$0$93,991Yes (X)
Robert Starks
VP - SCSEP until 4/1540.000.00$297,805$0$26,889Yes (X)
Emily S Allen
VP - Income Program40.000.00$248,494$0$83,141Yes (X)
Bonnie Speedy
VP - Tax Aide until 5/1540.000.00$384,437$0$41,189Yes (X)
Jean Constantine-Davis
SR. Attorney - Litigation until 4/1540.000.00$296,401$0$24,998Yes (X)
Barbara Quaintance
Managing Director - Experience Corps40.000.00$266,367$27,284$94,015Yes (X)
Lester Strong
VP - Experience Corps40.000.00$253,944$25,087$93,943Yes (X)
Stephen Venute
VP - Corp & Fdn Relations40.000.00$238,095$2,393$75,493Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,834,128TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$65,258TotReportableCompRltdOrgAmt
Total Other Compensation$946,150TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K89IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Wunderman
3 Columbus CircleNew YorkNY10019Marketing Agency$1,271,047
Double Envelope
7702 Plantation RoadRoanokeVA24019Commercial Printing Services$1,118,531
Hager Sharp Inc
1030 15th Street NW Ste 600EWashingtonDC20005Communications Firm$1,102,647
Miami Dolphins LTD
7500 SW 30th StreetDavieFL33314Volunteer Engagement See Schedule O$1,052,499
CP Direct Inc
4600A Boston WayLanhamMD20706Commercial Printing Services$822,131
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K81CntrctRcvdGreaterThan100KCnt
Federated Campaigns$115,555FederatedCampaignsAmt
Related Organizations$19,485,644RelatedOrganizationsAmt
Government Grants$80,090,111GovernmentGrantsAmt
All Other Contributions$52,580,089AllOtherContributionsAmt
Total Contributions$152,271,399TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescExperience Corps School FeesDesc
Business900099BusinessCd
Total Revenue Column$107,065TotalRevenueColumnAmt
Related Or Exempt Func Income$107,065RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$105,873TotalRevenueColumnAmt
Related Or Exempt Func Income$105,873RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$212,938TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,679,250TotalRevenueColumnAmt
Exclusion$1,679,250ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,744TotalRevenueColumnAmt
Exclusion$8,744ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$314,255,296SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$312,439,894SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,815,402SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,815,402TotalRevenueColumnAmt
Exclusion$1,815,402ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
Charitable Gift Annuity Severance900099$56,222$56,222
Change in value- Charitable Gift900099-$361,524-$361,524
FieldValueIRS element (for citing)
Other Revenue Total-$305,302OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$155,682,431TotalRevenueColumnAmt
Related Or Exempt Func Income$212,938RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,198,094ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,512,957TotalAmt
Program Services$10,512,957ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$57,134,017TotalAmt
Program Services$57,134,017ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$715,000TotalAmt
Program Services$715,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,574,124TotalAmt
Program Services$1,404,171ProgramServicesAmt
Management And General$806,635ManagementAndGeneralAmt
Fundraising$363,318FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$27,319,818TotalAmt
Program Services$21,537,337ProgramServicesAmt
Management And General$2,783,643ManagementAndGeneralAmt
Fundraising$2,998,838FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$874,498TotalAmt
Program Services$685,652ProgramServicesAmt
Management And General$89,608ManagementAndGeneralAmt
Fundraising$99,238FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,231,330TotalAmt
Program Services$2,355,427ProgramServicesAmt
Management And General$489,795ManagementAndGeneralAmt
Fundraising$386,108FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,832,794TotalAmt
Program Services$1,450,292ProgramServicesAmt
Management And General$192,285ManagementAndGeneralAmt
Fundraising$190,217FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$91,580TotalAmt
Program Services$91,580ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$152,375TotalAmt
Management And General$152,375ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,152,075TotalAmt
Fundraising$1,152,075FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,395,608TotalAmt
Program Services$3,889,870ProgramServicesAmt
Management And General$718,796ManagementAndGeneralAmt
Fundraising$786,942FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,441,376TotalAmt
Program Services$1,886,277ProgramServicesAmt
Management And General$171,573ManagementAndGeneralAmt
Fundraising$1,383,526FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,293,512TotalAmt
Program Services$3,224,074ProgramServicesAmt
Management And General$53,722ManagementAndGeneralAmt
Fundraising$15,716FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,112,891TotalAmt
Program Services$1,407,443ProgramServicesAmt
Management And General$87,806ManagementAndGeneralAmt
Fundraising$617,642FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,715,546TotalAmt
Program Services$2,470,058ProgramServicesAmt
Management And General$157,443ManagementAndGeneralAmt
Fundraising$88,045FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,748,245TotalAmt
Program Services$1,473,045ProgramServicesAmt
Management And General$122,894ManagementAndGeneralAmt
Fundraising$152,306FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,077,746TotalAmt
Program Services$1,907,339ProgramServicesAmt
Management And General$151,793ManagementAndGeneralAmt
Fundraising$18,614FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,130TotalAmt
Program Services$6,525ProgramServicesAmt
Management And General$2,390ManagementAndGeneralAmt
Fundraising$1,215FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,514,872TotalAmt
Program Services$1,015,627ProgramServicesAmt
Management And General$333,966ManagementAndGeneralAmt
Fundraising$165,279FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$1,121,053TotalAmt
Program Services$668,758ProgramServicesAmt
Management And General$284,620ManagementAndGeneralAmt
Fundraising$167,675FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$151,499,707TotalAmt
Program Services$126,556,119ProgramServicesAmt
Management And General$6,774,258ManagementAndGeneralAmt
Fundraising$18,169,330FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$12,127,440TotalAmt
Program Services$4,206,275ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$7,921,165FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,072,134BOYAmt
EOY$2,888,226EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,163,143BOYAmt
EOY$4,283,684EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,431,092BOYAmt
EOY$8,290,767EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$232,347BOYAmt
EOY$28,155EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,492,478BOYAmt
EOY$1,778,661EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$29,408,067LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,479,518LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$21,078,800BOYAmt
EOY$19,928,549EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$86,519,797BOYAmt
EOY$82,238,973EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,634,943BOYAmt
EOY$4,118,108EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$5,048,459BOYAmt
EOY$5,280,650EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$339,447BOYAmt
EOY$322,187EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$136,012,640BOYAmt
EOY$129,157,960EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,457,601BOYAmt
EOY$12,407,102EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$7,028,486BOYAmt
EOY$5,346,313EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,381,555BOYAmt
EOY$3,171,613EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,000,000BOYAmt
EOY$25,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,566,305BOYAmt
EOY$2,546,158EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$55,433,947BOYAmt
EOY$48,471,186EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$79,038,267BOYAmt
EOY$79,520,982EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,540,426BOYAmt
EOY$1,165,792EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$80,578,693BOYAmt
EOY$80,686,774EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$136,012,640BOYAmt
EOY$129,157,960EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,182,724ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,074,643NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$138,735,319CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$140,838,496CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$141,215,604CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$142,542,859CurrentTaxYearMinus1YearAmt
Current Tax Year$152,271,399CurrentTaxYearAmt
Total$715,603,677TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$138,735,319CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$140,838,496CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$141,215,604CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$142,542,859CurrentTaxYearMinus1YearAmt
Current Tax Year$152,271,399CurrentTaxYearAmt
Total$715,603,677TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$45,776,833SubstantialContributorsTotAmt
Public Support Total170$669,826,844PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,809,273CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,787,529CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,235,669CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,351,153CurrentTaxYearMinus1YearAmt
Current Tax Year$1,687,994CurrentTaxYearAmt
Total$9,871,618TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,015CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,419CurrentTaxYearMinus3YearsAmt
Current Tax Year$212,938CurrentTaxYearAmt
Total$221,372TotalAmt
FieldValueIRS element (for citing)
Total Support$725,696,667TotalSupportAmt
Public Support CY1700.92300PublicSupportCY170Pct
Public Support PY1700.91080PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,983,362BeginningYearBalanceAmt
Contributions$336,554ContributionsAmt
Investment Earnings Or Losses-$328,393InvestmentEarningsOrLossesAmt
Other Expenditures$852,519OtherExpendituresAmt
End Year Balance$17,139,004EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,101,116BeginningYearBalanceAmt
Contributions$476,933ContributionsAmt
Investment Earnings Or Losses$190,354InvestmentEarningsOrLossesAmt
Other Expenditures$785,041OtherExpendituresAmt
End Year Balance$17,983,362EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,154,308BeginningYearBalanceAmt
Contributions$326,685ContributionsAmt
Investment Earnings Or Losses$2,338,386InvestmentEarningsOrLossesAmt
Other Expenditures$718,263OtherExpendituresAmt
End Year Balance$18,101,116EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,790,123BeginningYearBalanceAmt
Contributions$525,743ContributionsAmt
Investment Earnings Or Losses$1,484,244InvestmentEarningsOrLossesAmt
Other Expenditures$645,802OtherExpendituresAmt
End Year Balance$16,154,308EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,217,922BeginningYearBalanceAmt
Contributions$546,068ContributionsAmt
Investment Earnings Or Losses-$403,984InvestmentEarningsOrLossesAmt
Other Expenditures$569,883OtherExpendituresAmt
End Year Balance$14,790,123EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,440,000OtherCostOrOtherBasisAmt
Book Value$4,440,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,736,908OtherCostOrOtherBasisAmt
Depreciation$8,677,503DepreciationAmt
Book Value$14,059,405BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,231,159OtherCostOrOtherBasisAmt
Depreciation$802,015DepreciationAmt
Book Value$1,429,144BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$19,928,549TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCharitable gift annuity liabilityDesc
Amt$2,546,158Amt
FieldValueIRS element (for citing)
Total Liability$2,546,158TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$207,362,281TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,074,639NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$51,970,556DonatedServicesAndUseFcltsAmt
Other Revenue$3,999,576OtherRevenueAmt
Revenue Not Reported$51,895,493RevenueNotReportedAmt
Revenue Subtotal$155,466,788RevenueSubtotalAmt
Other Revenues Not Included$215,643OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$215,643RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$155,682,431TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$206,336,427TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$51,970,556DonatedServicesUseFcltsAmt
Other Expenses Included$2,866,164OtherExpensesIncludedAmt
Expenses Not Reported$54,836,720ExpensesNotReportedAmt
Expenses Subtotal$151,499,707ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$151,499,707TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
North AmericaGrant to Support AARP Foundation's Isolation program.$195,000Check
South AsiaGrant to support disaster relief services.$80,000Check
South AsiaGrant to support disaster relief services.$60,000Check
South AsiaGrant to support disaster relief services.$305,000Check
South AsiaGrant to support disaster relief services.$75,000Check
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Chapman Cubine Adams Hussey & Associates
1600 Wilson Boulevard Suite 300ArlingtonVA22209Direct mail production management services0$0$675,483$0
Creative Direct Response
16900 Science Drive Ste 210BowieMD20715Fundraising Counsel0$0$585,600$0
Gift Strategies LLC
1539 Fall River Avenue Ste 3SeekonkMA02771Gift planning consultant0$0$398,145$0
Infocision
325 Springside DriveAkronOH44333Professional solicitor0$0$3,536$0
M&R Strategic Services Inc
2120 L Street NW 6th FlWashingtonDC20037Creative online marketing services0$0$247,204$0
FieldValueIRS element (for citing)
Total Retained By Contractors$1,909,968TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesMELicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (61 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AARP Inc
601 E St NWWashingtonDC20049951985500501(c)(4)$5,105,055AARP, Inc. charitable work conducted on behalf of the AARP Foundation.
Access Hears Inc
100 N Charles St Ste 500BaltimoreMD21201474175242501(c)(3)$250,000Grant to support AARP Foundation's Isolation program.
Alliance to End Hunger
425 3rd St SW Suite 1200WashingtonDC20024202803848501(c)(3)$15,000Donation to provide support to 50+ adults in need of food assistance.
America's Second Harvest of Big Bend Inc
4446 Entrepot BlvdTallahasseeFL32310592610345501(c)(3)$6,000Donation to provide support to 50+ adults in need of food assistance.
Anne Arundel County
2666 Riva Rd Ste 400AnnapolisMD21401526000878Government Entity$50,000Grant to support AARP Foundation's Back to Work 50+ program.
ArapahoeDouglas Works
120 Wall Street 9th FloorNew YorkNY10005846000740501(c)(6)$150,000Grant to support AARP Foundation's Back to Work 50+ program.
Aspiranet
400 Oyster Point Blvd Ste 501South San FranciscoCA94080942442955501(c)(3)$71,291Grant to support Experience Corps mentoring and tutoring program.
Atlanta Community Food Bank
732 Joseph E Lowery Blvd NWAtlantaGA30318581376648501(c)(3)$20,000Donation to provide support to 50+ adults in need of food assistance.
Atlanta Technical College Foundation Inc
1560 Metropolitan Parkway SWAtlantaGA30310582582973501(c)(3)$43,736Grant to support AARP Foundation's Back to Work 50+ program.
Austin Community College
1212 Rio Grande StAustinTX78701741742036501(c)(3)$8,101Grant to support AARP Foundation's Back to Work 50+ program.
California Coalition for Rural Housing
717 K St 400SacramentoCA95814942832634501(c)(3)$40,000Grant to support AARP Foundation's Opening Doors to Financial Opportunity program.
Catholic Charities - Stockton
1106 North El DoradoStocktonCA95202941629114501(c)(3)$40,000Grant to support AARP Foundation's Opening Doors to Financial Opportunity program.
Chicago Cook Workforce
69 W Washington Suite 2860ChicagoIL60602364122225501(c)(3)$450,000Grant to support AARP Foundation's Back to Work 50+ program.
Chicanos Por La Causa
1112 E Buckeye Rd Phoenix AZ 85034PhoenixAZ85034860227210501(c)(3)$75,000Grant to support AARP Foundation's Housing program.
City of Tempe
20 E Sixth StreetTempeAZ85281866000262501(c)(3)$8,677Grant to support Experience Corps mentoring and tutoring program.
Community Service Society of New York
105 E 22nd StNew YorkNY10010135562202501(c)(3)$13,984Grant to support Experience Corps mentoring and tutoring program.
Cuyahoga County Public Library
27403 Lorain RdNorth OlmstedOH44070346000819Government Entity$25,000Grant to support AARP Foundation's Income Security program.
DoSomething - Grandparents
19 W 21st St 8th FlNew YorkNY10010133720473501(c)(3)$191,000Grant to support AARP Foundation's Isolation program.
Eastern Florida State College
3865 N Wickham RdMelbourneFL32935590920675government entity$22,242Grant to support AARP Foundation's Back to Work 50+ program.
Elder Law & Advocacy
5151 Murphy Canyon Rd 110San DiegoCA92123953353924501(c)(3)$38,290Grant to support AARP Foundation's Opening Doors to Financial Opportunity program.
Elder Law Community Engagement
2 Roosevelt Steptoe StreetBaton RougeLA70813237052911501(c)(3)$115,500Grant to support AARP Foundation's Isolation program.
Feeding Children Everywhere Inc
830 S Ronald Reagan Blvd 142LongwoodFL32750273274349501(c)(3)$257,128Grant to support AARP Foundation's Hunger program.
Generations Incorporated
25 Kingston St 4th FlBostonMA02111043227007501(c)(3)$202,870Grant to support Experience Corps mentoring and tutoring program.
Grantmakers in Aging
2001 Jefferson Davis Hwy 504ArlingtonVA22202134014982501(c)(3)$15,000Donation to support GIA conference.
Grants Managers Network
1666 K St NW 440WashingtonDC20006743158155501(c)(3)$10,000Donation for organizational capacity support.
Greater Cleveland Volunteers
4415 Euclid Ave Ste 200ClevelandOH44103341356768501(c)(3)$5,615Grant to support Experience Corps mentoring and tutoring program.
Harvard University
1033 Massachusetts Ave 5th FlCambridgeMA02138042103580501(c)(3)$90,000Grant to suport the State of Housing for Older Americans research project.
Westchester PublicPrivate Partnership for Aging Services
9 South First Avenue10th floorMount VernonNY10550133631718501(c)(3)$150,000Grant to support AARP Foundation's Isolation program.
Jacksonville Public Library
303 N Laura StJacksonvilleFL32202592836110Government Entity$25,000Grant to support AARP Foundation's Income Security program.
Johns Hopkins University
3400 North Charles StreetBaltimoreMD21218520595110501(c)(3)$75,000Grant to support AARP Foundation's housing program.
LA Kitchen
230 W Ave 26Los AngelesCA90031461639779501(c)(3)$550,000Grant to support AARP Foundation's Opening Doors to Financial Opportunity program.
Library Foundation of Los Angeles
630 West 5th StreetLos AngelesCA90071954368250501(c)(3)$25,000Grant to support AARP Foundation's Opening Doors to Financial Opportunity program.
Massachusetts Institute of Technology
77 Massachusetts AveCambridgeMA02139042103594501(c)(3)$10,000Donation for business plan competition.
Meals on Wheels Association of America
413 N Lee StreetAlexandriaVA22314237447812501(c)(3)$12,500Grant to support AARP Foundation's Hunger program.
Metropolitan Family Service
1808 SE Belmont StPortlandOR97214930397825501(c)(3)$59,876Grant to support Experience Corps mentoring and tutoring program.
MIT Sloan School of Management
30 Memorial DrCambridgeMA02142042103594501(c)(3)$63,800Grant to support AARP Foundation's Back to Work 50+ program.
More Than Wheels
15 Eagle CtKeeneNH03431020528886501(c)(3)$261,400Grant to support AARP Foundation's Opening Doors to Financial Opportunity program.
National Able Network
567 W Lake Street Suite 1150ChicagoIL60661237339397501(c)(3)$329,844Grant to support AARP Foundation's Back to Work 50+ program.
National Academy of Elder Law Attorneys
1577 Spring Hill Road Ste 220ViennaVA22182860620517501(c)(3)$10,000Grant to support the National Law and Aging Institute.
National Telemarketing Victim Call Center
1964 Westwood Blvd Ste 325Los AngelesCA90025562557624501(c)(3)$40,000Grant to support AARP Foundation's Opening Doors to Financial Opportunity program.
New York City Coalition Against Hunger
50 Broad Street Ste 1520New YorkNY10004133471350501(c)(3)$10,500Donation to provide support to 50+ adults in need of food assistance.
Outreach Inc
PO Box 361UnionIA50258200636360501(c)(3)$300,000Donation to provide support to 50+ adults in need of food assistance.
Peterson Garden Project
4642 North FranciscoChicagoIL60625272417699501(c)(3)$34,509Grant to support AARP Foundation's Isolation program.
Public Broadcasting Service
2100 Crystal DriveArlingtonVA22202520899215501(c)(3)$10,000Grant to support Experience Corps mentoring and tutoring program.
George Washington School of Nursing Center for Aging Health and Humanities
2121 I Street NW Ste 601WashingtonDC20052530196584501(c)(3)$42,446Grant to support AARP Foundation's Isolation program.
ReServe Dementia Care Coaches
633 Third Avenue 6th FlNew YorkNY10017810665063501(c)(3)$107,727Grant to support AARP Foundation's Isolation program.
Root Cause Coalition
1120 G St NW Ste 1000WashingtonDC20005475126498501(c)(3)$150,000Donation to support AARP Foundation's Hunger program.
Sacramento Employment & Training Agency
925 Del Paso BlvdSacramentoCA95815946000529Government Entity$50,000Grant to support AARP Foundation's Back to Work 50+ program.
Santa Fe College
3000 NW 83 StGainesvilleFL32606591207627501(c)(3)$54,150Grant to support AARP Foundation's Back to Work 50+ program.
Santa Fe Community College
6401 Richards AveSanta FeNM87508850311615501(c)(3)$8,740Grant to support AARP Foundation's Back to Work 50+ program.
Shriver Center
50 E Washington St Ste 500ChicagoIL60602363151279501(c)(3)$25,000General support.
Top Box Foods - Capacity Building
222 Merchandise Mart Plz Suite 202AChicagoIL60654453930886501(c)(3)$150,000Donation to support AARP Foundation's Hunger program.202A
Trustees of Tufts College
Ballou HallMedfordMA02155042103634501(c)(3)$62,779Donation to support AARP Foundation's Hunger program.
United Healthcare Children's Foundation
MN017-W400 PO Box 41MinneapolisMN554400041522177891501(c)(3)$15,000Sponsorship to support Hunger program.
University of Arkansas Foundation Inc
535 Research Center BlvdFayettevilleAR72701716056774501(c)(3)$25,000Donation to support AARP Foundation's Hunger program.
Uplift Solutions Inc
700 Delsea DrWestvilleNJ08093943471934501(c)(3)$150,000Donation to support AARP Foundation's Hunger program.
Volunteers of America Minnesota
7625 Metro BlvdMinneapolisMN55439411554078501(c)(3)$99,092Grant to support Experience Corps mentoring and tutoring program.
WISE & Healthy Aging
1527 4th St 2nd FloorSanta MonicaCA90401952788014501(c)(3)$40,000Grant to support AARP Foundation's Opening Doors to Financial Opportunity program.
Workforce Connections
2615 East Avenue South Suite 1La CrosseWI54601391458247501(c)(3)$50,000Grant to support AARP Foundation's Opening Doors to Financial Opportunity program.
Yolo County District Attorney
301 2nd StWoodlandCA95695946000548Government Entity$40,000Grant to support AARP Foundation's Opening Doors to Financial Opportunity program.
Youth Co-Op Inc
3525 NW 7th StMiamiFL33125237320351501(c)(3)$450,000Grant to support AARP Foundation's Back to Work 50+ program.
FieldValueIRS element (for citing)
Total501c3 Org59Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a)12900$56,838,276
Experience Corps Mentoring & Tutoring Stipends2036$274,742
Employee Crisis Fund5$21,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationAARP 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

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (1)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsYes (1)CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aAll 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 4aBonnie 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 5AARP 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

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1District of ColumbiaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN536001131BondIssuerEIN
CUSIP254839H48CUSIPNum
Bond Issued2004-10-21BondIssuedDt
Issue Price$25,000,000IssuePriceAmt
PurposePurchase of office spacePurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$25,000,000TotalProceedsAmt
Capital Expenditures$23,688,767CapitalExpendituresAmt
Other Spent Proceeds$1,311,233OtherSpentProceedsAmt
Substantial Completion2004SubstantialCompletionYr
Current Refunding0CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00600PrivateBusUseByOthersPct
Total Private Business Use0.00600TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 4Pursuant 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 7aThe 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 7bThe 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 11The 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 12cAnnually, 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 15Through 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 18AARP 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 19AARP 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 EmployeesAARP 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 ContractorsAARP 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
AARP Inc
601 E Street NWWashingtonDC20049951985500Social welfare organization dedicated to persons over age 50DC501(c)(4)N/AN/A0
AARP Institute
601 E Street NWWashingtonDC20049520788950Supporting org of AARP Fdn holding certain charitable gift annuity fundsDC501(c)(3)509(a)(3)Yes (1)AARP Foundation
Legal Counsel for the Elderly
601 E Street NWWashingtonDC20049521194741Public charity providing legal assistance/education to DC elderly residentsDC501(c)(3)509(a)(1)0AARP Inc
AARP Experience Corps
2120 L Street NWWashingtonDC20049263698436Engages adults aged 50+ as tutors & mentors for school children nationwideDC501(c)(3)509(a)(1)0AARP Foundation
AARP Insurance Plan
601 E Street NWWashingtonDC20049526069387Grantor trust holding certain AARP group health insurance policiesDC501(c)(4)N/A0AARP Inc

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AARP Financial Services Corporation
601 E Street NWWashingtonDC20049521367607Real Estate Holding CompanyDEAARP IncC0
AARP Services Inc
601 E Street NWWashingtonDC20004522141065Quality Control and ResearchDEAARP IncC0
The H Wayne and Anne D Barbetti Charitable Remainder Unitrust
5011 Haven AvenueOcean CityNJ08226206379297Charitable Remainder TrustNJT0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (15 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AARP Inc - Grant awards to AARP for performance of charitable activities
B$5,105,055grant agreements
AARP Inc - Cash contributions
C$19,270,001cash paid
AARP Inc - Bond standby agreement
E$25,000,000in the event of default
AARP Inc - In-kind shared services
M$22,042,225allocable cost
AARP Inc - In-kind advertising
M$4,902,760publication space market value
AARP Inc - Mailing lists
N$0see supplemental information
AARP Inc - telephone expenses
P$5,772costs incurred
AARP Inc - Building maintanence
P$663,224costs incurred
AARP Inc - Salaries for shared employees
Q$293,539actual salaries for time reported
AARP Inc - 25k Annual fee line of credit and 15k for national event
R$40,000cash paid
AARP Inc - Salaries for shared employees
P$33,167actual salaries for time reported
AARP Services Inc - Consulting services
M$13,456costs incurred
Experience Corps - Salaries for shared employees
Q$8,174actual salaries for time reported
Andrus Insurance Fund LLC (workers' comp and other insurance)
R$1,381,363premiums paid
AARP Institute - In-kind shared services
L$67,929allocable cost

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Line 2(a)(6)FormAndLineReferenceDesc
ExplanationAARP 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