2016-05-31T09:41:40-05:00 2015-12-31 331197384 ANDERSEN TAX LLC 1861 INTERNATIONAL DRIVE STE 501 MCLEAN VA 22102 990 2015-01-01 520794300 AARP Foundation AARP 2024343399 601 E Street NW Tax Dept Washington DC 20049 Lisa Marsh Ryerson President 2024343399 2016-05-27 1 Parvin Van Enger P00955143 5713820020 2016-05-26 2015 2016-09-27 15:27:22Z Lisa Marsh Ryerson 601 E Street NW Tax Dept Washington DC 20049 468122325 0 X www.aarp.org/foundation X 1961 DC 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. 9 9 357 129458 0 0 142542859 152271399 0 212938 3385064 3494652 682357 -296558 146610280 155682431 66272427 68361974 0 0 30839253 35832564 1357766 1152075 18169330 46073592 46153094 144543038 151499707 2067242 4182724 136012640 129157960 55433947 48471186 80578693 80686774 X 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. 0 0 74578072 56838275 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 10698232 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 6121736 1167063 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. 6111944 679195 107065 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. 5105055 5105055 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. 4571519 12500 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/ 3647511 1626129 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. 3562874 1075759 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. 2342622 966399 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. 1580812 240000 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. 410597 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 322857 75000 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. 7502288 576600 105873 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). 35158079 10356637 212938 126556119 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 226 0 1 357 1 0 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OK X X Patricia D Shannon 2024343399 601 E Street NW Washington DC 20049 X Diane Pratt Chairperson 6.00 10.00 X X 0 1565 0 Jaime Gutierrez Vice Chair 6.00 0.00 X X 0 0 0 Sandra Ulsh Sec/Treas & Finance Chair 6.00 0.00 X X 0 0 0 Kathleen Edmond Audit Chair 6.00 1.00 X 1834 0 0 Neal Cutler Board Member 6.00 0.00 X 2928 0 0 Catherine Alicia Georges Board Member 6.00 10.00 X 0 690 0 Harry E Johnson Board Member 6.00 0.00 X 1217 0 0 Lloyd Johnson Board Member 6.00 10.00 X 0 0 0 Barbara Ann O'Connor Board Member 6.00 10.00 X 0 7060 0 Lisa Marsh Ryerson President 40.00 1.00 X 407643 0 95008 Patricia D Shannon CFO & SVP 40.00 0.00 X 342503 0 87578 David Whitehead SVP & Chief Development Officer 40.00 0.00 X 333675 1179 95681 Deborah Briceland-Betts SVP - Federal Programs until 6/15 40.00 0.00 X 288760 0 60799 Corey Hastings VP - SCSEP 40.00 0.00 X 208864 0 73425 Najeeb Uddin VP - Technology & Operation 40.00 0.00 X 261161 0 93991 Robert Starks VP - SCSEP until 4/15 40.00 0.00 X 297805 0 26889 Emily S Allen VP - Income Program 40.00 0.00 X 248494 0 83141 Bonnie Speedy VP - Tax Aide until 5/15 40.00 0.00 X 384437 0 41189 Jean Constantine-Davis SR. Attorney - Litigation until 4/15 40.00 0.00 X 296401 0 24998 Barbara Quaintance Managing Director - Experience Corps 40.00 0.00 X 266367 27284 94015 Lester Strong VP - Experience Corps 40.00 0.00 X 253944 25087 93943 Stephen Venute VP - Corp & Fdn Relations 40.00 0.00 X 238095 2393 75493 3834128 65258 946150 89 0 1 0 Wunderman 3 Columbus Circle New York NY 10019 Marketing Agency 1271047 Double Envelope 7702 Plantation Road Roanoke VA 24019 Commercial Printing Services 1118531 Hager Sharp Inc 1030 15th Street NW Ste 600E Washington DC 20005 Communications Firm 1102647 Miami Dolphins LTD 7500 SW 30th Street Davie FL 33314 Volunteer Engagement See Schedule O 1052499 CP Direct Inc 4600A Boston Way Lanham MD 20706 Commercial Printing Services 822131 81 115555 19485644 80090111 52580089 152271399 Experience Corps School Fees 900099 107065 107065 105873 105873 212938 1679250 1679250 8744 8744 314255296 312439894 1815402 1815402 1815402 Charitable Gift Annuity Severance 900099 56222 56222 Change in value- Charitable Gift 900099 -361524 -361524 -305302 155682431 212938 0 3198094 10512957 10512957 57134017 57134017 715000 715000 2574124 1404171 806635 363318 27319818 21537337 2783643 2998838 874498 685652 89608 99238 3231330 2355427 489795 386108 1832794 1450292 192285 190217 91580 91580 152375 152375 1152075 1152075 5395608 3889870 718796 786942 3441376 1886277 171573 1383526 3293512 3224074 53722 15716 2112891 1407443 87806 617642 2715546 2470058 157443 88045 1748245 1473045 122894 152306 2077746 1907339 151793 18614 10130 6525 2390 1215 1514872 1015627 333966 165279 Printing and postage 15003325 5466650 20845 9515830 Volunteer travel/activi 5112109 5100945 11164 Telecommunication expen 1980284 1903919 54575 21790 Tax and licenses 382442 249156 88330 44956 1121053 668758 284620 167675 151499707 126556119 6774258 18169330 X 12127440 4206275 0 7921165 6072134 2888226 2163143 4283684 6431092 8290767 232347 28155 3492478 1778661 29408067 9479518 21078800 19928549 86519797 82238973 4634943 4118108 5048459 5280650 339447 322187 136012640 129157960 19457601 12407102 7028486 5346313 1381555 3171613 25000000 25000000 2566305 2546158 55433947 48471186 X 79038267 79520982 1540426 1165792 80578693 80686774 136012640 129157960 4182724 -4074643 0 X 0 1 X 1 1 1 X 138735319 140838496 141215604 142542859 152271399 715603677 138735319 140838496 141215604 142542859 152271399 715603677 45776833 669826844 1809273 1787529 2235669 2351153 1687994 9871618 7015 1419 212938 221372 725696667 0.92300 0.91080 X 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17983362 336554 -328393 852519 17139004 18101116 476933 190354 785041 17983362 16154308 326685 2338386 718263 18101116 14790123 525743 1484244 645802 16154308 15217922 546068 -403984 569883 14790123 1.00000 0 0 4440000 4440000 22736908 8677503 14059405 2231159 802015 1429144 19928549 Charitable gift annuity liability 2546158 2546158 X 207362281 -4074639 51970556 3999576 51895493 155466788 215643 215643 155682431 206336427 51970556 2866164 54836720 151499707 0 151499707 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. 0 0 0 0 0 0 0 0 0 0 North America Grant to Support AARP Foundation's Isolation program. 195000 Check South Asia Grant to support disaster relief services. 80000 Check South Asia Grant to support disaster relief services. 60000 Check South Asia Grant to support disaster relief services. 305000 Check South Asia Grant to support disaster relief services. 75000 Check 5 0 0 0 0 0 0 0 X X X X X X 1 Chapman Cubine Adams Hussey & Associates 1600 Wilson Boulevard Suite 300 Arlington VA 22209 Direct mail production management services 0 0 675483 0 Creative Direct Response 16900 Science Drive Ste 210 Bowie MD 20715 Fundraising Counsel 0 0 585600 0 Gift Strategies LLC 1539 Fall River Avenue Ste 3 Seekonk MA 02771 Gift planning consultant 0 0 398145 0 Infocision 325 Springside Drive Akron OH 44333 Professional solicitor 0 0 3536 0 M&R Strategic Services Inc 2120 L Street NW 6th Fl Washington DC 20037 Creative online marketing services 0 0 247204 0 1909968 AL AK CA CT CO DC FL GA HI IL KS KY MD MA MI MN MO MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI AR ME 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 1 AARP Inc 601 E St NW Washington DC 20049 951985500 501(c)(4) 5105055 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) 250000 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) 15000 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) 6000 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 50000 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) 150000 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) 71291 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) 20000 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) 43736 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) 8101 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) 40000 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) 40000 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) 450000 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) 75000 Grant to support AARP Foundation's Housing program. City of Tempe 20 E Sixth Street Tempe AZ 85281 866000262 501(c)(3) 8677 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) 13984 Grant to support Experience Corps mentoring and tutoring program. Cuyahoga County Public Library 27403 Lorain Rd North Olmsted OH 44070 346000819 Government Entity 25000 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) 191000 Grant to support AARP Foundation's Isolation program. Eastern Florida State College 3865 N Wickham Rd Melbourne FL 32935 590920675 government entity 22242 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) 38290 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) 115500 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) 257128 Grant to support AARP Foundation's Hunger program. Generations Incorporated 25 Kingston St 4th Fl Boston MA 02111 043227007 501(c)(3) 202870 Grant to support Experience Corps mentoring and tutoring program. Grantmakers in Aging 2001 Jefferson Davis Hwy 504 Arlington VA 22202 134014982 501(c)(3) 15000 Donation to support GIA conference. Grants Managers Network 1666 K St NW 440 Washington DC 20006 743158155 501(c)(3) 10000 Donation for organizational capacity support. Greater Cleveland Volunteers 4415 Euclid Ave Ste 200 Cleveland OH 44103 341356768 501(c)(3) 5615 Grant to support Experience Corps mentoring and tutoring program. Harvard University 1033 Massachusetts Ave 5th Fl Cambridge MA 02138 042103580 501(c)(3) 90000 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) 150000 Grant to support AARP Foundation's Isolation program. Jacksonville Public Library 303 N Laura St Jacksonville FL 32202 592836110 Government Entity 25000 Grant to support AARP Foundation's Income Security program. Johns Hopkins University 3400 North Charles Street Baltimore MD 21218 520595110 501(c)(3) 75000 Grant to support AARP Foundation's housing program. LA Kitchen 230 W Ave 26 Los Angeles CA 90031 461639779 501(c)(3) 550000 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) 25000 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) 10000 Donation for business plan competition. Meals on Wheels Association of America 413 N Lee Street Alexandria VA 22314 237447812 501(c)(3) 12500 Grant to support AARP Foundation's Hunger program. Metropolitan Family Service 1808 SE Belmont St Portland OR 97214 930397825 501(c)(3) 59876 Grant to support Experience Corps mentoring and tutoring program. MIT Sloan School of Management 30 Memorial Dr Cambridge MA 02142 042103594 501(c)(3) 63800 Grant to support AARP Foundation's Back to Work 50+ program. More Than Wheels 15 Eagle Ct Keene NH 03431 020528886 501(c)(3) 261400 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) 329844 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) 10000 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) 40000 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) 10500 Donation to provide support to 50+ adults in need of food assistance. Outreach Inc PO Box 361 Union IA 50258 200636360 501(c)(3) 300000 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) 34509 Grant to support AARP Foundation's Isolation program. Public Broadcasting Service 2100 Crystal Drive Arlington VA 22202 520899215 501(c)(3) 10000 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) 42446 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) 107727 Grant to support AARP Foundation's Isolation program. Root Cause Coalition 1120 G St NW Ste 1000 Washington DC 20005 475126498 501(c)(3) 150000 Donation to support AARP Foundation's Hunger program. Sacramento Employment & Training Agency 925 Del Paso Blvd Sacramento CA 95815 946000529 Government Entity 50000 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) 54150 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) 8740 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) 25000 General support. Top Box Foods - Capacity Building 222 Merchandise Mart Plz Suite 202A 202A Chicago IL 60654 453930886 501(c)(3) 150000 Donation to support AARP Foundation's Hunger program. Trustees of Tufts College Ballou Hall Medford MA 02155 042103634 501(c)(3) 62779 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) 15000 Sponsorship to support Hunger program. University of Arkansas Foundation Inc 535 Research Center Blvd Fayetteville AR 72701 716056774 501(c)(3) 25000 Donation to support AARP Foundation's Hunger program. Uplift Solutions Inc 700 Delsea Dr Westville NJ 08093 943471934 501(c)(3) 150000 Donation to support AARP Foundation's Hunger program. Volunteers of America Minnesota 7625 Metro Blvd Minneapolis MN 55439 411554078 501(c)(3) 99092 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) 40000 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) 50000 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 40000 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) 450000 Grant to support AARP Foundation's Back to Work 50+ program. 59 2 SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a) 12900 56838276 Experience Corps Mentoring & Tutoring Stipends 2036 274742 Employee Crisis Fund 5 21000 Part I, Line 2: 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. X X 1 1 X X 1 0 0 1 1 0 0 0 0 Lisa Marsh Ryerson President 317596 0 87938 0 2109 0 10600 66038 18370 0 436613 66038 0 0 Patricia D Shannon CFO & SVP 276148 0 65335 0 1020 0 10600 66038 10940 0 364043 66038 0 0 David Whitehead SVP & Chief Development Officer 271985 1179 60739 0 951 0 10600 66038 19043 0 363318 67217 0 0 Deborah Briceland-Betts SVP - Federal Programs until 6/15 104802 0 47332 0 136626 0 6085 37912 16802 0 311647 37912 0 0 Corey Hastings VP - SCSEP 172440 0 35882 0 542 0 8333 51914 13178 0 230375 51914 0 0 Najeeb Uddin VP - Technology & Operation 205679 0 54459 0 1023 0 10406 64826 18759 0 290326 64826 0 0 Robert Starks VP - SCSEP until 4/15 52422 0 39051 0 206332 0 3659 22795 435 0 301899 22795 0 0 Emily S Allen VP - Income Program 201948 0 45687 0 859 0 9905 61710 11526 0 269925 61710 0 0 Bonnie Speedy VP - Tax Aide until 5/15 78579 0 46955 0 258903 0 5021 31283 4885 0 394343 31283 0 0 Jean Constantine-Davis SR. Attorney - Litigation until 4/15 53984 0 30931 0 211486 0 3396 21161 441 0 300238 21161 0 0 Barbara Quaintance Managing Director - Experience Corps 219611 27055 44233 0 2523 229 10554 66084 15929 1448 292850 94816 0 0 Lester Strong VP - Experience Corps 201397 24742 48675 0 3872 345 10003 66635 15864 1441 279811 93163 0 0 Stephen Venute VP - Corp & Fdn Relations 189637 2393 47689 0 769 0 9589 59738 6166 0 253850 62131 0 0 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. A District of Columbia 536001131 254839H48 2004-10-21 25000000 Purchase of office space 0 0 0 A 25000000 23688767 1311233 2004 0 0 1 1 A 0 0 0 0 0.00600 0.00600 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 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. 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) AARP Foundation 1 Legal Counsel for the Elderly 601 E Street NW Washington DC 20049 521194741 Public charity providing legal assistance/education to DC elderly residents DC 501(c)(3) 509(a)(1) AARP Inc 0 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) AARP Foundation 0 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 AARP Inc 0 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 N/A T 0 0 1 1 0 1 0 0 0 0 0 0 1 1 1 0 1 1 1 0 AARP Inc - Grant awards to AARP for performance of charitable activities B 5105055 grant agreements AARP Inc - Cash contributions C 19270001 cash paid AARP Inc - Bond standby agreement E 25000000 in the event of default AARP Inc - In-kind shared services M 22042225 allocable cost AARP Inc - In-kind advertising M 4902760 publication space market value AARP Inc - Mailing lists N 0 see supplemental information AARP Inc - telephone expenses P 5772 costs incurred AARP Inc - Building maintanence P 663224 costs incurred AARP Inc - Salaries for shared employees Q 293539 actual salaries for time reported AARP Inc - 25k Annual fee line of credit and 15k for national event R 40000 cash paid AARP Inc - Salaries for shared employees P 33167 actual salaries for time reported AARP Services Inc - Consulting services M 13456 costs incurred Experience Corps - Salaries for shared employees Q 8174 actual salaries for time reported Andrus Insurance Fund LLC (workers' comp and other insurance) R 1381363 premiums paid AARP Institute - In-kind shared services L 67929 allocable cost Schedule R, Part V, Line 2(a)(6) 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.