AARP FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AARP FOUNDATION (EIN 52-0794300)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-28
- IRS object ID
- 201101799349300950
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-28T11:37:27-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520794300 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AARP | NameControl |
| Phone | 2024343399 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW Tax Dept | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20049 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jo Ann Jenkins | Name |
| Title | President | Title |
| Phone | 2024343399 | Phone |
| Date Signed | 2011-06-24 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jo Ann Jenkins | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW Tax Dept | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 196438952 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.aarp.org/foundation | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | See Schedule OAARP Foundation is dedicated to serving vulnerable older people by creating solutions that help them secure the essentials - food, income, housing and personal connection - and achieve their best life. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 283 | TotalNbrEmployees |
| Total Nbr Volunteers | 35550 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 117816589 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 172999635 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 87421 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 54498 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1327942 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3110312 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -377867 | OtherRevenuePriorYear |
| Other Revenue Current Year | -100774 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 118854085 | TotalRevenuePriorYear |
| Total Revenue Current Year | 176063671 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 81148459 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 115528682 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21386854 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 25683678 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 1724178 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 775116 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9743257 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 26083879 | OtherExpensePriorYear |
| Other Expenses Current Year | 29678066 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 130343370 | TotalExpensesPriorYear |
| Total Expenses Current Year | 171665542 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -11489285 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4398129 | RevenuesLessExpensesCY |
| Total Assets BOY | 104666393 | TotalAssetsBOY |
| Total Assets EOY | 110185168 | TotalAssetsEOY |
| Total Liabilities BOY | 50237468 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 47514560 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 54428925 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 62670608 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | See Schedule OOlder Americans are facing serious financial problems, forced by circumstances not of their own making to skip meals or cut prescription medicines in half. Many are also dealing with the loss of their spouse, their friends and even their purpose in life.AARP Foundation recognizes that many of these people have fallen through the safety net and are struggling to meet their most basic needs. We are one of the leading charitable organizations focused on helping low-income, vulnerable older people meet their everyday needs - food, housing, income and personal connection.In addition, AARP Foundation Litigation is an advocate in courts nationwide for the rights of people 50+, assuring they have a voice in the judicial system.Assisted by grants, corporate sponsors, individual donors and AARP itself, we work hand-in-hand with communities across the country to nurture the seeds of hope for millions of older Americans. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 127065227 | Expense |
| Grants | 107040667 | Grants |
| Revenue | 0 | Revenue |
| Description | WorkSearch connects job seekers to viable community job opportunities to improve their economic self-sufficiency. WorkSearch provides career information, job training, and related employment services to individuals with limited resources. If a job-seeker is 55 or older and income eligible, he or she may enroll in the AARP Foundation Senior Community Service Employment Program (SCSEP), which places older adults at local "host agencies" for on-the-job training and skill development, with the goal of securing permanent employment. Wages and benefits earned by the enrollees is reported above as grants. In 2010, WorkSearch and SCSEP combined helped more than 78,000 people connect to local job opportunities. www.aarpworksearch.org | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10474025 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | AARP Foundation Tax-Aide is the nation's largest, free, volunteer-run tax preparation and assistance service available to low- and moderate-income taxpayers-with special attention to those aged 60 and older. In 2010, over 35,000 AARP trained and IRS certified volunteers helped over 2.6 million people file their taxes. Sites are open February 1-April 15 for face-to-face service and online throughout the rest of the year. Other 2010 highlights include putting $233 million in the pockets of those who need it most by filing 210,000 EITC returns and achieving a 90% e-filing rate. www.aarp.org/taxaide | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4235977 | Expense |
| Grants | 69145 | Grants |
| Revenue | 20932 | Revenue |
| Description | The 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. | Description |
Activity Other ActivityOther (10 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 3089411 | 1863482 | 0 | The AARP Foundation Consumer Fraud Prevention project utilizes a successfully proven model of peer-to-peer engagement to alert older consumers about telemarketing and other types of fraud that may endanger their financial security. Volunteers reach out to known and potential fraud victims to offer tips and information about telemarketing scams and other forms of fraud in all 50 states. Through this program, nearly 350 AARP volunteers helped over 1.5 million fraud victims or potential fraud victims in 2010. |
| 1516003 | 1516003 | 0 | Disaster Relief ProgramGrant of $1,516,003 to support Help Age's work in Haiti to provide assistance to older victims of the 2010 earthquake. |
| 1316440 | 983105 | 0 | Grant to support Living Cities efforts to support:-Project on Municipal Innovation to develop and implement best practices related to "aging in place", and -Integration Initiative which emphasizes sustainable approaches to revitalizing neighborhoods and connecting low-income people, especially the aging population to opportunities in their region. |
| 711284 | 500000 | 0 | The Women's Scholarship Program provides scholarship funds to women 40+ seeking new job skills, training, and educational opportunities to support themselves and their families. Over the last three years over $1.2 million has been awarded to 463 low to moderate income women. Women ages 40 and older are eligible to apply if they are able to demonstrate financial need and enroll in an accredited school or technical program within 6 months of the scholarship award. In 2010, 200 women were awarded scholarships from payments made to education institutions. www.aarpfoundationwlc.org |
| 677586 | 0 | 0 | AARP Foundation Elder Watch fights financial exploitation of older Americans in the states of Colorado and West Virginia through direct client assistance, extensive outreach and education and collection of data. The program focuses on both prevention and redress services. In 2010, the Colorado program served over 12,000 older persons with the help of 129 volunteers. The West Virginia program served over 5,000 older persons with the help of 34 volunteers. In cooperation with each state's Attorney General, services include direct assistance, workshops for individuals, and training law enforcement and other professionals to identify and prevent financial elder abuse. www.aarpelderwatch.org www.aarp.org/states/wv |
| 3363221 | 3363221 | 0 | AARP Foundation has awarded grants to AARP to further the Foundation's charitable purposes primarily focusing on care giving, nursing, and investor protection. |
| 388982 | 0 | 0 | The Benefits Outreach Program helps individuals access and apply for public benefits and serves as a national issue leader on public benefits enrollment improvements. In 2010, over 247,000 older adults and caregivers received online screenings and application assistance. In addition, the program disseminated over 100,000 State Guides to Public Benefits, and hosted a national convening entitled "Improving Older Americans' Access to SNAP/Food Stamps" for state SNAP agencies, advocates and AARP staff and volunteers. www.aarp.org/quicklink www.aarp.org/money/helpnow |
| 490540 | 47000 | 0 | The Money Management Program helps low-income seniors who are at risk of losing their independence due to their inability to manage their money and pay their bills on time. In 2010, over 4,000 highly trained Money Management volunteers helped nearly 6,000 low-income seniors with financial matters such as writing checks, balancing their checkbooks, creating a monthly budget, and keeping track of financial papers. Additionally, the program offers financial education resources and tools to older adults and their caregivers. www.aarpmmp.org |
| 559508 | 127059 | 0 | The AARP Foundation's Financial Innovation (FI) initiative seeks to increase access to and participation in asset-building endeavors by low-to-moderate-income American 50+ households. To achieve this goal the Foundation is partnering with industry leaders to develop and test models that increase access to quality, wealth-building financial services for the Foundation's target audience. In 2010, in partnership with Bank On Los Angeles (BOLA) and Emerging Markets, FI completed pilot testing for a model that links free tax preparation services with opportunities for low-income individuals from multicultural communities to open new banking accounts. 2010 results included: free tax preparation for 650 individuals, and bank accounts opened for 280 - representing a combined annual savings to account holders of $196,000. |
| 3789041 | 19000 | 33566 | Various Other Programs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 15902016 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 8418870 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 33566 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 157677245 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 188 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 283 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patricia D Shannon | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2024343399 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20049 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Mae Mendelson | ||||||||
| Chairperson as of 7/1/10 | 1.00 | X | X | 0 | 8460 | 0 | ||
| George Rowan | ||||||||
| Vice-Chairperson | 1.00 | X | X | 0 | 1175 | 0 | ||
| Joan Ruff | ||||||||
| Treasurer/Finance Chair | 1.00 | X | X | 1497 | 0 | 0 | ||
| Kathleen Edmond | ||||||||
| Secretary as of 7/1/10 | 1.00 | X | X | 0 | 0 | 0 | ||
| N Joyce Payne | ||||||||
| Chairperson through 6/30/10 | 1.00 | X | X | 0 | 1922 | 0 | ||
| J David Nelson | ||||||||
| Board Member | 1.00 | X | 0 | 3761 | 0 | |||
| Fernando Torres-Gil | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Neal Cutler | ||||||||
| Board Member as of 7/1/10 | 1.00 | X | 0 | 0 | 0 | |||
| Marc Ginsberg | ||||||||
| Board Member as of 7/1/10 | 1.00 | X | 0 | 0 | 0 | |||
| Sandra Ulsh | ||||||||
| Board Member as of 7/1/10 | 1.00 | X | 0 | 0 | 0 | |||
| Addison B Rand | ||||||||
| AARP CEO/Ex-Officio as of 11/1/10 | 1.00 | X | 0 | 810147 | 114466 | |||
| Joanne Handy | ||||||||
| Audit Chair through 6/30/10 | 1.00 | X | 0 | 3098 | 0 | |||
| Bruce N Corson | ||||||||
| Board Member through 6/30/10 | 1.00 | X | 0 | 0 | 0 | |||
| Dr Arthur Ulene | ||||||||
| Board Member through 6/30/10 | 1.00 | X | 0 | 0 | 0 | |||
| Madeleine Moore-Burrell | ||||||||
| Board Member through 6/30/10 | 1.00 | X | 0 | 0 | 0 | |||
| Thomas C Nelson | ||||||||
| AARP COO/Ex-Officio through 10/4/10 | 1.00 | X | 0 | 1124770 | 51844 | |||
| Jo Ann Jenkins | ||||||||
| Pres/Exec Dir as of 6/1/10 | 53.20 | X | 110597 | 56212 | 32108 | |||
| Patricia D Shannon | ||||||||
| Secretary/CFO | 47.40 | X | 206665 | 0 | 41844 | |||
| Robin Talbert | ||||||||
| Pres/Exec Dir through 2/5/10 | 52.80 | X | 205360 | 31360 | 10363 | |||
| Sharyn Sutton through 112710 | ||||||||
| VP Strategy and Communications | 36.80 | 186729 | 0 | 30774 | X | |||
| David P Whitehead | ||||||||
| SVP Development Officer | 49.70 | 263816 | 4711 | 54197 | X | |||
| James F Seith | ||||||||
| VP National Programs | 39.50 | 214311 | 0 | 35058 | X | |||
| Vivian Vasallo | ||||||||
| Sr Director - Community Innovation | 43.10 | 169321 | 0 | 32248 | X | |||
| Deborah Briceland-Betts | ||||||||
| Interim SVP Programs | 44.40 | 152362 | 0 | 32910 | X | |||
| Bonnie S Speedy | ||||||||
| VP Tax-Aide | 44.30 | 190578 | 0 | 39190 | X | |||
| Aiyshen Padilla | ||||||||
| Communications Advisor | 41.80 | 159580 | 0 | 33571 | X | |||
| Stacy J Canan | ||||||||
| Sr. Attorney/Manager - Litigation | 39.90 | 177438 | 5626 | 43987 | X | |||
| Karen Gallardo | ||||||||
| Dir-Gift Plng & Major Gifts | 40.40 | 166115 | 0 | 31725 | X | |||
| Laurie McCann | ||||||||
| Sr Attorney-Litigation | 37.00 | 158153 | 1845 | 30716 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2362522 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2053087 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 615001 | TotalOtherCompensation |
| Number Individuals GT100 K | 41 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ATEN Solutions Inc | |||||
| 2000 Regency Parkway Suite 370 | Cary | NC | 275188506 | Temp Staffing & Consulting | 909908 |
| Quad Graphics Inc | |||||
| N63 W23075 State Hwy 74 | Sussex | WI | 530892827 | Commercial Printing Services | 697970 |
| Adams Hussey & Associates | |||||
| 1600 Wilson Blvd Suite 300 | Arlington | VA | 22209 | Professional Fundraising Services | 602968 |
| E Magination Network LLC | |||||
| 1030 Hull St Suite 300 | Baltimore | MD | 21230 | IT Services | 434568 |
| ADP Inc | |||||
| 400 W Covina Blvd | San Dimas | CA | 91773 | SCSEP Payroll Services | 418794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 25 | NumberOfContractorsGT100K |
| Fundraising Events | 5650 | FundraisingEvents |
| Related Organizations | 11304622 | RelatedOrganizations |
| Government Grants | 134079771 | GovernmentGrants |
| All Other Contributions | 27609592 | AllOtherContributions |
| Total Contributions | 172999635 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Conference registratio | 519100 | 33566 | 33566 |
| Litigation revenue | 541100 | 20932 | 20932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 54498 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1672972 | TotalRevenueColumn |
| Exclusion | $1,672,972 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 110103 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 110103 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21701356 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20264016 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1437340 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1437340 | TotalRevenueColumn |
| Exclusion | $1,437,340 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 5650 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 5650 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1162 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4488 | TotalRevenueColumn |
| Exclusion | $4,488 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Miscellaneous income | 900099 | 7875 | $7,875 |
| Change in value-Charit | 900099 | -113137 | -$113,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -105262 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 176063671 | TotalRevenueColumn |
| Related Or Exempt Function Income | 54498 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,009,538 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8760245 | Total |
| Program Services | 8760245 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106768437 | Total |
| Program Services | 106768437 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1615421 | Total |
| Program Services | 573712 | ProgramServices |
| Management And General | 752508 | ManagementAndGeneral |
| Fundraising | 289201 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19139706 | Total |
| Program Services | 16146390 | ProgramServices |
| Management And General | 960942 | ManagementAndGeneral |
| Fundraising | 2032374 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 726486 | Total |
| Program Services | 608706 | ProgramServices |
| Management And General | 40110 | ManagementAndGeneral |
| Fundraising | 77670 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2908993 | Total |
| Program Services | 2343627 | ProgramServices |
| Management And General | 236466 | ManagementAndGeneral |
| Fundraising | 328900 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1293072 | Total |
| Program Services | 1043567 | ProgramServices |
| Management And General | 105829 | ManagementAndGeneral |
| Fundraising | 143676 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192946 | Total |
| Program Services | 192946 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159400 | Total |
| Management And General | 159400 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 775116 | Total |
| Fundraising | 775116 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2748735 | Total |
| Program Services | 1426723 | ProgramServices |
| Management And General | 1159962 | ManagementAndGeneral |
| Fundraising | 162050 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1176608 | Total |
| Program Services | 504319 | ProgramServices |
| Management And General | 209728 | ManagementAndGeneral |
| Fundraising | 462561 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4512732 | Total |
| Program Services | 4483208 | ProgramServices |
| Management And General | 17115 | ManagementAndGeneral |
| Fundraising | 12409 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2060804 | Total |
| Program Services | 1459409 | ProgramServices |
| Management And General | 15000 | ManagementAndGeneral |
| Fundraising | 586395 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2230631 | Total |
| Program Services | 2086305 | ProgramServices |
| Management And General | 52653 | ManagementAndGeneral |
| Fundraising | 91673 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1180466 | Total |
| Program Services | 1025500 | ProgramServices |
| Management And General | 85584 | ManagementAndGeneral |
| Fundraising | 69382 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393658 | Total |
| Program Services | 351560 | ProgramServices |
| Management And General | 40724 | ManagementAndGeneral |
| Fundraising | 1374 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68904 | Total |
| Program Services | 50771 | ProgramServices |
| Management And General | 6280 | ManagementAndGeneral |
| Fundraising | 11853 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 800944 | Total |
| Program Services | 587629 | ProgramServices |
| Management And General | 75189 | ManagementAndGeneral |
| Fundraising | 138126 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43640 | Total |
| Management And General | 43640 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Volunteer travel/activi | 5941175 | 5836265 | 104910 | |
| Printing and postage | 5793675 | 1456249 | 9278 | 4328148 |
| Telephone | 826237 | 795095 | 10952 | 20190 |
| Dues and Subscriptions | 526259 | 490562 | 21632 | 14065 |
| Tax and Licenses | 386745 | 283700 | 37170 | 65875 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 634507 | Total |
| Program Services | 402320 | ProgramServices |
| Management And General | 99968 | ManagementAndGeneral |
| Fundraising | 132219 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171665542 | Total |
| Program Services | 157677245 | ProgramServices |
| Management And General | 4245040 | ManagementAndGeneral |
| Fundraising | 9743257 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1014488 | Total |
| Program Services | 239804 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 774684 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93070 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10870784 | BOY |
| EOY | 21247153 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13069296 | BOY |
| EOY | 7876378 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5997 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1404013 | BOY |
| EOY | 1040438 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23551031 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4807334 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19544641 | BOY |
| EOY | 18743697 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52864980 | BOY |
| EOY | 54550088 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6063612 | BOY |
| EOY | 5977414 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750000 | BOY |
| EOY | 750000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104666393 | BOY |
| EOY | 110185168 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9731943 | BOY |
| EOY | 12742196 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25000 | BOY |
| EOY | 836439 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9644076 | BOY |
| EOY | 5016462 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25000000 | BOY |
| EOY | 25000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5836449 | BOY |
| EOY | 3919463 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50237468 | BOY |
| EOY | 47514560 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48572104 | BOY |
| EOY | 54537754 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5856821 | BOY |
| EOY | 8132854 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54428925 | BOY |
| EOY | 62670608 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104666393 | BOY |
| EOY | 110185168 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4398129 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3843554 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 121335642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 122761059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 125132376 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 117816589 | CurrentTaxYearMinus1Year |
| Current Tax Year | 173005285 | CurrentTaxYear |
| Total | 660050951 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 121335642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 122761059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 125132376 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 117816589 | CurrentTaxYearMinus1Year |
| Current Tax Year | 173005285 | CurrentTaxYear |
| Total | 660050951 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 61069661 | AmountsSubstContributorsTotal |
| Public Support Total170 | 598981290 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2755297 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3029198 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3101236 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2709986 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1672972 | CurrentTaxYear |
| Total | 13268689 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 395764 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 796167 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 399520 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 90667 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62373 | CurrentTaxYear |
| Total | 1744491 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 675064131 | TotalSupport |
| Gross Receipts From Admissions Etc | 1744491 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.88730 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85270 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Schedule A, Part II, Line 10, Explanation of Other Income: Program service revenue Miscellaneous income | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13418771 | BeginningOfYearBalance |
| Contributions | 301073 | Contributions |
| Investment Earnings Or Losses | 1748212 | InvestmentEarningsOrLosses |
| Other Expenditures | 250134 | OtherExpenditures |
| End Of Year Balance | 15217922 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11115033 | BeginningOfYearBalance |
| Contributions | 496256 | Contributions |
| Investment Earnings Or Losses | 2553526 | InvestmentEarningsOrLosses |
| Other Expenditures | 746044 | OtherExpenditures |
| End Of Year Balance | 13418771 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15148259 | BeginningOfYearBalance |
| Contributions | 962976 | Contributions |
| Investment Earnings Or Losses | -4286792 | InvestmentEarningsOrLosses |
| Other Expenditures | 709410 | OtherExpenditures |
| End Of Year Balance | 11115033 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4440000 | OtherCostOrOtherBasis |
| Book Value | 4440000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17759493 | OtherCostOrOtherBasis |
| Depreciation | 4262004 | Depreciation |
| Book Value | 13497489 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 328238 | OtherCostOrOtherBasis |
| Depreciation | 245640 | Depreciation |
| Book Value | 82598 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1023300 | OtherCostOrOtherBasis |
| Depreciation | 299690 | Depreciation |
| Book Value | 723610 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18743697 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Charitable gift annuities investment | Description |
| Book Value | 5977414 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5977414 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Charitable gift annuity liability | Description |
| Amount | $3,919,463 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3919463 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The Foundation board has established a board-designated quasi-endowment fund, and adopted a policy under which certain unrestricted gifts, bequests and charitable gift annuity severance amounts are designated to the fund. 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. |
| The AARP Foundation recognizes income tax positions based on a "more-likely than-not" threshold. The Foundation has no material uncertain income tax positions in 2010 or 2009. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| Adams Hussey & Associates | ||||||||
| 1600 Wilson Boulevard Suite 300 | Arlington | VA | 22209 | Direct mail production management services | 0 | 0 | 585420 | -585420 |
| Covenant Calls LLC | ||||||||
| 7 New York Avenue Northeast | Washington | DC | 200023325 | Gift planning consultation | 0 | 0 | 411160 | -411160 |
| Grizzard Communications Group | ||||||||
| 229 Peachtree St NE Suite 1400 | Atlanta | GA | 30303 | Creative direct marketing services | 0 | 0 | 120337 | -120337 |
| M&R Strategic Services Inc | ||||||||
| 2120 L Street NW 6th Fl | Washington | DC | 20037 | Creative online marketing services | 0 | 0 | 112364 | -112364 |
| Mindset Direct LLC | ||||||||
| 1700 N Jefferson Street Suite 200 | Arlington | VA | 22205 | Direct mail production management services | 0 | 0 | 24970 | -24970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 1254251 | TotalRetainedByContractors |
| Total Net To Organization | -1254251 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Fundraising Payments | 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 postage and travel expenses. |
| Total Payments to Each Fundraiser: | Schedule G, PartI, Line 2b, Column (vi): | Adams Hussey & Associates Total Consulting Fees $153,396 Total Other Expenses 432,024 Total Amount Reported on Schedule G $585,420 Covenant Calls LLC Total Consulting Fees $401,218 Total Other Expenses 9,942 Total Amount Reported on Schedule G $411,160 Grizzard Communications Group Total Consulting Fees $85,065 Total Other Expenses 35,272 Total Amount Reported on Schedule G $120,337 M&R Strategic Services Inc. Total Consulting Fees $110,686 Total Other Expenses 1,678 Total Amount Reported on Schedule G $112,364 Mindset Direct LLC Total Consulting Fees $24,750 Total Other Expenses 220 Total Amount Reported on Schedule G $24,970 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AARP Inc | |||||||
| 601 E St NW | Washington | DC | 20049 | 951985500 | 501(c)(4) | 3363221 | AARP, Inc. charitable work conducted on behalf of the AARP Foundation |
| Helpage USA | |||||||
| 4750 41st Street NW | Washington | DC | 20016 | 431750256 | 501(c)(3) | 1516003 | Grant for the Haiti disaster relief program |
| Living Cities Inc | |||||||
| 55 West 125th St | New York | NY | 10027 | 260003950 | 501(c)(3) | 983106 | Development of economic assistance models for low income seniors in urban areas |
| ACT Inc | |||||||
| 301 Act Drive | Iowa City | IA | 52243 | 420841485 | 501(c)(3) | 500000 | Scholarships to retrain women for the workforce |
| Hawkeye Valley Area Agency on Aging | |||||||
| 2101 Kimball Avenue Ste 320 | Waterloo | IA | 50702 | 421621282 | 501(c)(3) | 480272 | Consumer fraud prevention call center |
| National Telemarketing Victim Call Center | |||||||
| 1964 Westwood Blvd Ste 325 | Los Angeles | CA | 90025 | 562557624 | 501(c)(3) | 417091 | Consumer fraud prevention call center |
| Elder Law of Michigan Inc | |||||||
| 3815 W Saint Joseph St | Lansing | MI | 489173666 | 382960530 | 501(c)(3) | 381450 | Consumer fraud prevention call center |
| Lifespan of Greater Rochester | |||||||
| 1900 S Clinton Ave | Rochester | NY | 14618 | 160986298 | 501(c)(3) | 338440 | Consumer fraud education |
| Western Governors University | |||||||
| 4001 S 700 E Suite 700 | Salt Lake City | UT | 84107 | 841383926 | 501(c)(3) | 285000 | Education assistance for at risk adult workers |
| Wise & Healthy Aging | |||||||
| 1527 4th St 2nd Fl | Santa Monica | CA | 90401 | 952788014 | 501(c)(3) | 206173 | Consumer fraud prevention call center |
| Stanford University | |||||||
| 651 Sierra St | Stanford | CA | 943056109 | 941156365 | 501(c)(3) | 80786 | Research to improve consumer fraud prevention messaging |
| Center for Financial Services Innovation | |||||||
| 2330 South Michigan Ave Ste 200 | Chicago | IL | 606164663 | 203006098 | 501(c)(3) | 72059 | Pilot on finacial products for the underserved |
| Corporation for Enterprise Development | |||||||
| 1200 G Street NW Suite 400 | Washington | DC | 20005 | 521141804 | 501(c)(3) | 55000 | Research on underbanked individuals |
| Mississippi Center for Justice | |||||||
| PO Box 1023 | Jackson | MS | 392151023 | 134203234 | 501(c)(3) | 25500 | Legal assistance to preserve homes and land title |
| Southern Louisiana Legal Services Corporation | |||||||
| PO Drawer 2867 | Hammond | LA | 70407 | 720877422 | 501(c)(3) | 25145 | Legal assistance to preserve homes |
| Business and Professional Women's Foundation | |||||||
| 1718 M St NW | Washington | DC | 20036 | 530237067 | 501(c)(3) | 10000 | Green jobs transition curriculum for women |
| Kanawha Valley Senior Services | |||||||
| 2428 Kanawha Blvd E | Charleston | WV | 25311 | 550626556 | 501(c)(3) | 7000 | Education and financial managment support to individuals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 16 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a) | 21646 | 106745667 |
| AARP Employee Crisis Fund | 6 | 21000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Addison B Rand | |||||||||||||
| 0 | 575000 | 0 | 177500 | 0 | 57647 | 0 | 99112 | 0 | 15354 | 0 | 924613 | 0 | 0 |
| Thomas C Nelson | |||||||||||||
| 0 | 387750 | 0 | 50000 | 0 | 687020 | 0 | 38612 | 0 | 13232 | 0 | 1176614 | 0 | 0 |
| Jo Ann Jenkins | |||||||||||||
| 109990 | 56212 | 0 | 0 | 607 | 0 | 6648 | 19545 | 5915 | 0 | 123160 | 75757 | 0 | 0 |
| Patricia D Shannon | |||||||||||||
| 205700 | 0 | 500 | 0 | 465 | 0 | 8228 | 24249 | 9367 | 0 | 224260 | 24249 | 0 | 0 |
| Robin Talbert | |||||||||||||
| 51139 | 2555 | 0 | 0 | 154221 | 28805 | 2148 | 6314 | 1901 | 0 | 209409 | 37674 | 0 | 0 |
| Sharyn Sutton through 112710 | |||||||||||||
| 185587 | 0 | 0 | 0 | 1142 | 0 | 7423 | 21825 | 1526 | 0 | 195678 | 21825 | 0 | 0 |
| David P Whitehead | |||||||||||||
| 259760 | 4711 | 3500 | 0 | 556 | 0 | 9800 | 28812 | 15585 | 0 | 289201 | 33523 | 0 | 0 |
| James F Seith | |||||||||||||
| 211344 | 0 | 0 | 0 | 2967 | 0 | 8454 | 24854 | 1750 | 0 | 224515 | 24854 | 0 | 0 |
| Vivian Vasallo | |||||||||||||
| 169101 | 0 | 0 | 0 | 220 | 0 | 6764 | 19886 | 5598 | 0 | 181683 | 19886 | 0 | 0 |
| Deborah Briceland-Betts | |||||||||||||
| 151006 | 0 | 0 | 0 | 1356 | 0 | 6040 | 17758 | 9112 | 0 | 167514 | 17758 | 0 | 0 |
| Bonnie S Speedy | |||||||||||||
| 189711 | 0 | 0 | 0 | 867 | 0 | 7588 | 22310 | 9292 | 0 | 207458 | 22310 | 0 | 0 |
| Aiyshen Padilla | |||||||||||||
| 155610 | 0 | 3750 | 0 | 220 | 0 | 159 | 18741 | 14671 | 0 | 174410 | 18741 | 0 | 0 |
| Stacy J Canan | |||||||||||||
| 176290 | 5626 | 0 | 0 | 1148 | 0 | 7277 | 21393 | 15317 | 0 | 200032 | 27019 | 0 | 0 |
| Karen Gallardo | |||||||||||||
| 165877 | 0 | 0 | 0 | 238 | 0 | 6635 | 19507 | 5583 | 0 | 178333 | 19507 | 0 | 0 |
| Laurie McCann | |||||||||||||
| 157813 | 1845 | 0 | 0 | 340 | 0 | 6386 | 18776 | 5554 | 0 | 170093 | 20621 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | All non-employee officers and directors for AARP Foundation serve on a volunteer basis and are not compensated for their generous commitment to AARP Foundation. The officers, directors, and key employees are reimbursed by AARP Foundation for travel and subsistence costs incurred in carrying out their duties. 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. Thomas C. Nelson and Addison B. Rand are AARP, Inc. employees and all compensation is paid by AARP, Inc. AARP Foundation pays no portion of their compensation. Board members Mendelson, Rowan, Torres-Gil,Payne, Handy and J. David Nelson 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 Ruff, Edmond, Cutler, Ginsberg, Ulsh, Corson, Ulene, and Moore-Burrell 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 | A separation payment in the amount of $682,285.06 is included in Thomas Nelson's total AARP compensation package in 2010. No amount of Tom Nelson's compensation was paid by AARP Foundation. Robin Talbert received a separation payment in the amount of $182,598.50 in 2010. Of that amount AARP paid $28,805.48 and AARP Foundation paid $153,793.02. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | District of Columbia | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 536001131 | IssuerEIN |
| CUSIP Number | 254839H48 | CUSIPNumber |
| Date Issued | 2004-10-21 | DateIssued |
| Issue Price | 25000000 | IssuePrice |
| Description Of Purpose | Purchase of office space | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 25000000 | TotalProceeds |
| Capital Expenditures | 23688767 | CapitalExpenditures |
| Year Of Subst Completion | 2004 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 7a | The AARP Board of Directors appoints the nine voting members of the AARP Foundation Board of Directors. | |
| Form 990, Part VI, Section B, line 11 | As part of the shared services agreement with AARP, the Form 990 for AARP Foundation ("Foundation") is prepared and reviewed in AARP's internal tax department and reviewed by AARP's Controller's Office and Office of General Counsel. The Form 990 is reviewed by Foundation's CFO and President. The Form 990 is then provided to the AARP Foundation Board of Directors. The board has seven days to review and provide comments or questions. Once all reviews are complete, the return is electronically filed with the Internal Revenue Service. | |
| All board members and employees (including officers) are required to review the ethics policy, formally acknowledge their understanding of the policy annually, 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 Chief Ethics & Compliance Officer. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Chief Ethics & Compliance Officer monitors compliance with these requirements and ensures proper follow-up as needed. | Form 990, Part VI, Section B, line 12c | |
| 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 officers of the AARP Foundation Board approves adjustments to the president's, officers, and key employees compensation package. | Form 990, Part VI, Section B, line 15 | |
| 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 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 3,843,554. | Form 990, Part XI, line 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AARP Inc | |||||||||||
| 601 E St 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 St NW | Washington | DC | 20049 | 520788950 | Supporting org of AARP Fdn holding certain charitable gift annuity funds | DC | 501(c)(3) | 509(a)(3) | 0 | AARP Foundation | |
| Legal Counsel for the Elderly | |||||||||||
| 601 E St NW | Washington | DC | 20049 | 521194741 | Provide free or low cost legal assistance/education to DC elderly residents | DC | 501(c)(3) | 509(a)(1) | 0 | AARP Inc | |
| AARP Insurance Plan | |||||||||||
| 601 E St NW | Washington | DC | 20049 | 526069387 | Grantor trust holding certain AARP group health insurance policies | DC | 501(c)(4) | N/A | 0 | AARP Inc | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| AARP Financial Services Corporation | ||||||||
| 601 E Street NW | Washington | DC | 20049 | 521367607 | Real Estate Holding Company | DE | AARP Inc | C |
| AARP Services Inc (consolidated) | ||||||||
| 601 E Street NW | Washington | DC | 20004 | 522141065 | Quality Control and Research | DE | AARP Inc | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AARP Inc - Grant award for performance of charitable program activities | ||
| B | 3363221 | grant agreement |
| AARP Inc - Cash contributions | ||
| C | 11303622 | cash paid |
| AARP Inc - Bond standby agreement | ||
| E | 25000000 | bond standby agreement |
| AARP Inc - In-kind shared services | ||
| L | 13112463 | allocable cost |
| AARP Inc - Postage printing telephone expenses | ||
| O | 817787 | costs incurred |
| AARP Inc - Salaries for dual employees | ||
| P | 393549 | actual salaries for time reported |
| AARP Inc - Cash advance repayment and 25K annual fee for line of credit | ||
| Q | 1575000 | cash paid |
| Legal Counsel for the Elderly - Intercompany rent | ||
| I | 110103 | cost |
| Legal Counsel for the Elderly - In-kind rent | ||
| M | 223542 | cost |
| AARP Institute - In-kind shared services | ||
| K | 82521 | allocable cost |
| AARP Services Inc - Cash contributions | ||
| C | 1000 | cash paid |