OLDER ADULTS TECHNOLOGY SERVICES INC: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- OLDER ADULTS TECHNOLOGY SERVICES INC (EIN 55-0882599)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-12
- IRS object ID
- 202631639349300133
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-12T16:56:30-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 South Grand Avenue STE 2000 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550882599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Older Adults Technology Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLDE | BusinessNameControlTxt |
| Phone | 7183601707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 236 West 30th Street 8th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Kamber | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7183601707 | PhoneNum |
| Signature | 2026-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Pavin Van Enger | PreparerPersonNm |
| PTIN | P00955143 | PTIN |
| Phone | 2135932300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Thomas Kamber | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 236 West 30th Street 8th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,870,195 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oats.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | The organization's mission is to harness the power of technology to change the way we age. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 97 | TotalEmployeeCnt |
| Total Volunteers | 130 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,964,194 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,686,488 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,654,468 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,029,484 | CYProgramServiceRevenueAmt |
| PY Investment Income | $67,535 | PYInvestmentIncomeAmt |
| CY Investment Income | $154,223 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $18,686,197 | PYTotalRevenueAmt |
| CY Total Revenue | $15,870,195 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $442,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $521,820 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,770,561 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,148,272 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $157,257 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,547,011 | PYOtherExpensesAmt |
| CY Other Expenses | $4,122,858 | CYOtherExpensesAmt |
| PY Total Expenses | $15,760,172 | PYTotalExpensesAmt |
| CY Total Expenses | $15,792,950 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,926,025 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $77,245 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,158,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,207,586 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,564,445 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,536,314 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,594,027 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,671,272 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The organization's mission is to harness the power of technology to change the way we age. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,098,364 | ExpenseAmt |
| Grant | $521,820 | GrantAmt |
| Revenue | $2,029,484 | RevenueAmt |
| Desc | Senior Planet is the name of the award-winning set of program experiences through which OATS engages a diverse array of older adults and the organizations that serve them across America. Individual Senior Planet participants share a collective commitment to "Aging with Attitude and their active participation in the world-class programming that OATS delivers through a variety of delivery channels sparks measurable changes in outlook and behavior that produce outcomes in specific dimensions of an older adult's life: increased social connection, improved health, greater financial security, more active participation as citizens and advocates, and access to new pathways to creativity.While OATS itself delivers Senior Planet programs in person in several key US markets and virtually at seniorplanet.org, the organization also offers a unique licensing program that enables hundreds of qualified community-based sites to provide in-person Senior Planet experiences to older residents in their local urban, suburban, and rural communities in more than 39 states across America.Below is a summary of the key accomplishments of OATS in 2025.2025 Key Projects:Senior Planet delivered 845,000 engagements to new and returning participants through our virtual, in-person, and licensing programs.Senior Planet offered nearly 4,000 live online classes, with participants from all fifty states engaging in these programs over 520,000 times. Senior Planet continued its popular fitness offerings, while also testing new formats, such as short, live tech demos and multi-week classes in fitness, watercolor painting, and baking. The Contact Center had its busiest year yet, handling more than 60,000 calls and emails for program inquiries and technical support sessions. Senior Planet centers in Miami, Plattsburgh, and Denver maintained their operations, while in-person training continued through partners in Texas, Maryland, and California. The New York City center temporarily closed its doors as Senior Planet developed a new state-of-the-art space in midtown Manhattan. The organization also continued delivering in-person programs in collaboration with AARP state offices across the country.Verizon launched its partnership with OATS to deliver co-branded technology education focused on digital wellness for adults ages 50 and older. Older adults received training in smartphone use and safety across all three Senior Planet channels, with in-person activities at select Verizon retail stores. By December 2025, Senior Planet and partners delivered more than 1,800 training sessions, generating nearly 30,000 engagements.NYC's Department for the Aging continued its 10-year partnership with OATS through the Connected Communities Initiative. The goal of this public-sector partnership is aimed at closing the digital divide among older New Yorkers by providing digital skills training in NYC Older Adult Center locations.With support from the Humana Foundation, OATS embarked on a two-and-a-half-year project to reduce loneliness and social isolation among older adults living in underserved areas across the country. Year 1 of the "Aging Reconnected" grant focused on developing an assessment tool and collecting resources to strengthen social connections among seniors.Expansion of the Senior Planet Licensing Program:The Senior Planet licensing program powerfully equips local organizations across the country with the tools to help older adults access technology and use it to enhance their lives. Through an adaptable program model, the Senior Planet licensing structure works with community-based organizations to develop local trainers to deliver Senior Planet's proprietary curriculum and bring Senior Planet's world-class programs to older adults in their area. In 2025, the Senior Planet Licensing program expanded to 740 licensing sites nationwide, covering 39 states. Thought Leadership Highlights:In 2025, OATS staff and leadership participated in 77 total speaking engagements, reaching approximately 15,442 individuals across the country. In January, OATS Executive Director Tom Kamber and other staff members went to the Consumer Electronics Show (CES) to learn about emerging technology and film "behind-the-curtain" footage of the conference for Senior Planet participants. Staff members from across the organization participated in a range of presentations to audiences including the AARP Family Caregiver Discussion Group, various AARP offices, UNESCO, foundations, commissions for older adults, the Alzheimer's Association, local resource fairs and community health committees in Texas, California, Colorado, Arizona, Minnesota, and more. In September, OATS hosted a Satellite Media Tour (SMT) on the topic of Digital House Cleaning. Executive Director Tom Kamber shared importance of keeping your digital life organized, backed by a survey that reveals nearly two-thirds of adults aged 50-plus have not saved critical documents digitally, and more than 60% say they either don't know how or haven't gotten around to it. Tom did an astonishing 23 back-to-back interviews on 9/30, both live and recorded, with television and radio stations from across the country. We saw incredibly high interest in the topic with over 1,000 individuals signed up for the email challenge, 5,608 landing page views, and 284 submissions for the privacy personality quiz embedded on the landing page in the week following the event. Press and Media Highlights:In 2025, OATS released a series of press announcements highlighting its growing national impact in digital inclusion, healthy aging, and technology education for older adults. On March 12, OATS announced "Senior Planet from AARP Celebrates Sixth Cohort of Older Adult Sponsored Athletes," recognizing the selection of five older adult athletes who promote wellness and active aging through fitness and community engagement. On September 30, OATS launched the "Digital House Cleaning Challenge," a free initiative helping older adults improve digital organization, privacy, and online safety skills through Senior Planet offerings. During Digital Inclusion Week, on October 6, OATS released the "Aging Connected 2025" report, which was a follow-up report that found that millions of adults aged 65+ still lack home broadband access despite national progress in connectivity.OATS also announced major investments to expand digital literacy and economic opportunity programs. On October 22, OATS shared news of a $500,000 JPMorgan Chase grant supporting technology training for older adult small business owners in Miami. On November 18, OATS announced a continued investment from AT&T to expand digital skills programming and partner support nationwide. Together, these announcements reinforced OATS from AARP's role as a national leader, helping older adults build confidence, connection, and opportunity through technology.Through mentions in the media, OATS garnered 8.5 billion impressions in the calendar year through 643 unique media placements, and 4,299 syndicated placements. 2025 Featured Press Mentions:1. 2/17: Woman's World How AI Assistants Can Save You Time and MoneyHere's What You Need to Know 2. 3/30 Fox News America's seniors are vulnerable to these digital threats, experts warn 3. 5/16: Santa Barbara Independent Just Keep Swimming (And Moving) with Arlette Godges 4. 7/30: Parade Magazine - 'I'm 71 Years Old and in the Best Shape of My LifeHere's Every Detail of My Workout Routine' 5. 8/9: The New York Times - How Older People Are Reaping Brain Benefits From New Tech 6. 8/19: The Washington Post - How America's seniors are confronting the dizzying world of AI 7. 8/24: Business Insider - I attended an AI class for older Americans. The students couldn't have been more excited. 8. 9/3: CBS News Colorado From apps to AI, program in Denver helps adults 60 and older learn and thrive in the digital world. 9. 10/14: Fox News: National program helps seniors spot scams as losses surge 10. 11/12: Kiplinger - A GUIDE TO LAUNCHING A SUCCESSFUL BUSINESS AFTER 50 To learn more about OATS and Senior Planet visit oats.org and SeniorPlanet.org | Desc |
| Total Program Service Expenses | $14,098,364 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 97 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024608343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Neal Harrison | ||||||||
| Chair | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott M Frisch | ||||||||
| AARP EVP - COO | 1.00 | Yes (X) | $0 | $868,826 | $77,757 | 40.00 | ||
| Amanda Del Balso Cantwell | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert DiMatteo | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jared Goralnick | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Anita L Holt | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeannee Parker Martin | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Aviva Sufian | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michele Thomas | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Najia Orr | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rigo Saborio | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Kamber | ||||||||
| OATS Executive Director | 40.00 | $381,381 | $0 | $58,428 | Yes (X) | |||
| Frederick Fields | ||||||||
| VP-Strat,Planning&Admin&Treasurer until 10/1/2025 | 40.00 | $459,477 | $0 | $61,604 | Yes (X) | |||
| Sarah Shaw | ||||||||
| AARP SVP - Secretary | 1.00 | $0 | $403,821 | $66,039 | 40.00 | Yes (X) | ||
| Jesse Werthman | ||||||||
| Senior Finance Director. Treasurer as of 11/19/25 | 40.00 | $179,844 | $0 | $53,734 | Yes (X) | |||
| Alexander Glazebrook | ||||||||
| VP - Program Operations | 40.00 | $259,143 | $0 | $36,306 | Yes (X) | |||
| Marisa Giorgi | ||||||||
| Senior Director - Curriculum | 40.00 | $184,278 | $0 | $54,352 | Yes (X) | |||
| Aaron Osgood | ||||||||
| Senior Director - Project Mgmt | 40.00 | $163,731 | $0 | $30,399 | Yes (X) | |||
| Ines Escandon | ||||||||
| Director - Impact & Learning | 40.00 | $162,898 | $0 | $51,345 | Yes (X) | |||
| Barbara Kelly | ||||||||
| Director - External Relations | 40.00 | $148,003 | $0 | $30,482 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,938,755 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,272,647 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $520,446 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NYC Builders Contracting Group Inc | |||||
| 59-08 56th St | Maspeth | NY | 11378 | Building construction | $425,317 |
| Launchpad Lab | |||||
| 2045 W Grand Ave STE B | Chicago | IL | 60612 | Website development | $421,993 |
| KGO LLC | |||||
| 10816 Town Center Blvd 701 | Dunkirk | MD | 20754 | Project management | $221,657 |
| Meta Platforms Inc | |||||
| 1 Meta Way | Menlo Park | CA | 94025 | Digital Advertising | $202,776 |
| Qualtrics | |||||
| 333 W River Park Dr | College Station | TX | 77842 | Customer Experience Research | $202,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $7,396 | FederatedCampaignsAmt |
| Related Organizations | $6,965,425 | RelatedOrganizationsAmt |
| Government Grants | $2,004,221 | GovernmentGrantsAmt |
| All Other Contributions | $4,709,446 | AllOtherContributionsAmt |
| Total Contributions | $13,686,488 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Training support | Desc |
| Business | 611420 | BusinessCd |
| Total Revenue Column | $2,029,484 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,029,484 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,029,484 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,223 | TotalRevenueColumnAmt |
| Exclusion | $154,223 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,870,195 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,029,484 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $154,223 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,820 | TotalAmt |
| Program Services | $521,820 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,270 | TotalAmt |
| Program Services | $606,100 | ProgramServicesAmt |
| Management And General | $297,170 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,626,925 | TotalAmt |
| Program Services | $7,862,804 | ProgramServicesAmt |
| Management And General | $642,453 | ManagementAndGeneralAmt |
| Fundraising | $121,668 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,971 | TotalAmt |
| Program Services | $208,181 | ProgramServicesAmt |
| Management And General | $15,513 | ManagementAndGeneralAmt |
| Fundraising | $3,277 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,360 | TotalAmt |
| Program Services | $762,542 | ProgramServicesAmt |
| Management And General | $74,474 | ManagementAndGeneralAmt |
| Fundraising | $11,344 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,746 | TotalAmt |
| Program Services | $483,080 | ProgramServicesAmt |
| Management And General | $52,691 | ManagementAndGeneralAmt |
| Fundraising | $6,975 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,000 | TotalAmt |
| Program Services | $49,000 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,200 | TotalAmt |
| Program Services | $216,200 | ProgramServicesAmt |
| Management And General | $90,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,130 | TotalAmt |
| Program Services | $571,530 | ProgramServicesAmt |
| Management And General | $228,600 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,172 | TotalAmt |
| Program Services | $331,172 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,116 | TotalAmt |
| Program Services | $135,747 | ProgramServicesAmt |
| Management And General | $17,339 | ManagementAndGeneralAmt |
| Fundraising | $30 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,709 | TotalAmt |
| Program Services | $343,996 | ProgramServicesAmt |
| Management And General | $13,856 | ManagementAndGeneralAmt |
| Fundraising | $1,857 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,787 | TotalAmt |
| Program Services | $1,156,950 | ProgramServicesAmt |
| Management And General | $43,065 | ManagementAndGeneralAmt |
| Fundraising | $5,772 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,108 | TotalAmt |
| Program Services | $260,203 | ProgramServicesAmt |
| Management And General | $15,728 | ManagementAndGeneralAmt |
| Fundraising | $1,177 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,415 | TotalAmt |
| Program Services | $326,110 | ProgramServicesAmt |
| Management And General | $35,542 | ManagementAndGeneralAmt |
| Fundraising | $4,763 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing & postage | $102,212 | $101,088 | $801 | $323 |
| Telecommunication expen | $91,821 | $85,109 | $6,641 | $71 |
| Miscellaneous | $80,188 | $76,732 | $3,456 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,792,950 | TotalAmt |
| Program Services | $14,098,364 | ProgramServicesAmt |
| Management And General | $1,537,329 | ManagementAndGeneralAmt |
| Fundraising | $157,257 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,708 | BOYAmt |
| EOY | $59,547 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,820,456 | BOYAmt |
| EOY | $5,414,039 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,358,985 | BOYAmt |
| EOY | $1,436,344 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,264,710 | BOYAmt |
| EOY | $3,713,624 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,378,482 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,908,543 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,693,708 | BOYAmt |
| EOY | $2,469,939 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,823,905 | BOYAmt |
| EOY | $3,114,093 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,158,472 | BOYAmt |
| EOY | $16,207,586 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,859,420 | BOYAmt |
| EOY | $1,885,021 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,000 | BOYAmt |
| EOY | $1,604,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,055,025 | BOYAmt |
| EOY | $6,047,293 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,564,445 | BOYAmt |
| EOY | $9,536,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,431,705 | BOYAmt |
| EOY | $3,511,041 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,162,322 | BOYAmt |
| EOY | $3,160,231 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,594,027 | BOYAmt |
| EOY | $6,671,272 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,158,472 | BOYAmt |
| EOY | $16,207,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $77,245 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,583,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,025,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,563,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,964,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,686,488 | CurrentTaxYearAmt |
| Total | $62,823,228 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,583,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,025,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,563,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,964,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,686,488 | CurrentTaxYearAmt |
| Total | $62,823,228 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $31,373,541 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,449,687 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,708 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,031 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154,223 | CurrentTaxYearAmt |
| Total | $380,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $63,203,728 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,835,282 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $306,200 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $306,200 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1, Lobbying Activities: | FormAndLineReferenceDesc |
| Explanation | Lobbyists were retained to handle budget, regulatory and compliance issues of importance to OATS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,657,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,560,390 | DepreciationAmt |
| Book Value | $2,096,810 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $721,282 | OtherCostOrOtherBasisAmt |
| Depreciation | $348,153 | DepreciationAmt |
| Book Value | $373,129 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,469,939 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU Operating Lease | Desc |
| Book Value | $3,114,093 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,114,093 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROU Operating Lease | $3,568,995 |
| Due to Affiliates | $2,478,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,047,293 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,674,263 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $4,804,068 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $4,804,068 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,870,195 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,870,195 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,597,018 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,804,068 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $4,804,068 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,792,950 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,792,950 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | OATS has determined that there are no significant uncertain tax positions that require recognition or disclosure in the financial statements. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (41 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Area 1 Agency On Aging | |||||||||
| 333 J Street | Eureka | CA | 95501 | 942673039 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Asian Pacific American Community Center | |||||||||
| 66 Raymond Ave | San Francisco | CA | 94134 | 943357710 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Association House Of Chicago | |||||||||
| 1116 N Kedzie Ave | Chicago | IL | 60651 | 362166961 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Big Brothers Big Sisters Of The Sun Coast | |||||||||
| 5731 Rosin Way | Sarasota | FL | 34233 | 591361826 | 501(c)(3) | $6,500 | $0 | Grant to support OATS' Senior Planet Program | |
| Brookland Center For Community Economic Change | |||||||||
| 1218 Batchelor St | West Columbia | SC | 29169 | 571183699 | 501(c)(3) | $5,500 | $0 | Grant to support OATS' Senior Planet Program | |
| City Of Clawson | |||||||||
| 425 N Main Street | Clawson | MI | 48017 | 386004669 | Government | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| City Of Dunedin | |||||||||
| Hale Senior Activity Center 330 | Dunedin | FL | 34698 | 596000310 | Government | $11,660 | $0 | Grant to support OATS' Senior Planet Program | Douglas Avenue |
| City Of Wauwatosa | |||||||||
| 7725 W North Ave | Wauwatosa | WI | 53213 | 396005650 | Government | $6,500 | $0 | Grant to support OATS' Senior Planet Program | |
| City Of West Allis | |||||||||
| 7001 W National Ave | West Allis | WI | 53219 | 396005651 | Government | $6,500 | $0 | Grant to support OATS' Senior Planet Program | |
| Connections Area Agency On Aging Inc | |||||||||
| 231 S Main St | Council Bluffs | IA | 51503 | 421146108 | 501(c)(3) | $6,500 | $0 | Grant to support OATS' Senior Planet Program | |
| Cris Healthy Aging | |||||||||
| 309 N Franklin St | Danville | IL | 61832 | 370948852 | 501(c)(3) | $30,000 | $0 | Grant to support OATS' Senior Planet Program | |
| East Harris County Empowerment Council | |||||||||
| 11821 E Fwy Ste 500 | Houston | TX | 77029 | 270377576 | 501(c)(3) | $20,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Esperanza Inc | |||||||||
| 3104 West 25Th Street 4Th Floor | Cleveland | OH | 44109 | 341403492 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Frankfort Public Library District | |||||||||
| 21119 S Pfeiffer Rd | Frankfort | IL | 60423 | 362745366 | Government | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Fresno County Economic Opportunities | |||||||||
| 1920 Mariposa Street Suite 330 | Fresno | CA | 93721 | 941606519 | 501(c)(3) | $20,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Gainesville-Hall County Community Council | |||||||||
| 430 Prior Street Se | Gainesville | GA | 30501 | 581591227 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Goodwill Industries Of Southwest Florida | |||||||||
| 5100 Tice Street | Fort Myers | FL | 33905 | 596196141 | 501(c)(3) | $14,160 | $0 | Grant to support OATS' Senior Planet Program | |
| Heritage Place Of Indianapolis Inc | |||||||||
| 1901 Mississippi Ave SE | Washington | DC | 20020 | 351436580 | 501(c)(3) | $16,500 | $0 | Grant to support OATS' Senior Planet Program | |
| Indiana University | |||||||||
| 3400 Broadway John W Anderson | Gary | IN | 46408 | 356001673 | 501(c)(3) | $16,500 | $0 | Grant to support OATS' Senior Planet Program | Library |
| Israel Metropolitan Community Dev | |||||||||
| 2301 Washington Street | Gary | IN | 46407 | 842413994 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Jo-Carroll Energy Inc (NFP) | |||||||||
| 793 Us Route 20 West Po Box 390 | Elizabeth | IL | 61028 | 361284865 | 501(c)(3) | $30,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Kingman-Millcreek Public Library | |||||||||
| 123 E State Street PO Box 116 | Kingman | IN | 47952 | 351118118 | Government | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Little Brothers Friends Of The Elderly Boston Inc | |||||||||
| 2 Park Plaza Ste 400 | Boston | MA | 02116 | 042681294 | 501(c)(3) | $20,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Marin Community College District | |||||||||
| 1800 Ignacio Blvd | Novato | CA | 94949 | 680194359 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Meals On Wheels People | |||||||||
| 7710 Sw 31St Ave | Portland | OR | 97219 | 930584318 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Midland County Council On Aging | |||||||||
| 4700 Dublin Ave | Midland | MI | 48642 | 386107383 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Northshore Senior Center | |||||||||
| 10201 E Riverside Dr | Bothell | WA | 98011 | 911184432 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Orlando Community And Youth Trust Inc | |||||||||
| 595 N Primrose Dr | Orlando | FL | 32803 | 650572536 | 501(c)(3) | $6,500 | $0 | Grant to support OATS' Senior Planet Program | |
| Pars Equality Center | |||||||||
| 4954 Van Nuys Blvd 201 | Los Angeles | CA | 91403 | 272969900 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Scan Health Plan | |||||||||
| 3800 Kilroy Airport Way Ste 100 | Long Beach | CA | 90806 | 953858259 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | Attn Independence |
| Senior Adult Activity Center Of The Phoenixville Area | |||||||||
| 153 Church St | Phoenixville | PA | 19460 | 232107124 | 501(c)(3) | $20,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Senior Citizens Of Greater Dallas Inc | |||||||||
| 3910 Harry Hines Blvd The Senior | Dallas | TX | 75219 | 751085555 | 501(c)(3) | $23,000 | $0 | Grant to support OATS' Senior Planet Program | Source |
| Senior Coastsiders | |||||||||
| 925 Main St | Half Moon Bay | CA | 94019 | 943119310 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Serving Older Adults Of Southeast WI Inc | |||||||||
| 4420 W Vliet St | Milwaukee | WI | 53208 | 830637217 | 501(c)(3) | $6,500 | $0 | Grant to support OATS' Senior Planet Program | |
| South Central Power Company | |||||||||
| 720 Mill Park Dr | Lancaster | OH | 43130 | 314311730 | 501(c)(12) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| The Friends Of Parkside | |||||||||
| 5000 Conner St Ste 103 Ste 103 | Detroit | MI | 48213 | 383017821 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| The Oaks At Bartlett | |||||||||
| 825 Carillon Dr | Bartlett | IL | 60103 | 010729134 | 501(c)(3) | $6,500 | $0 | Grant to support OATS' Senior Planet Program | |
| Tippecanoe County Council On Aging | |||||||||
| 2000 Elmwood Avenue Suite F | Lafayette | IN | 47904 | 351300844 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Transformation Waco | |||||||||
| 720 Wooded Crest Dr | Woodway | TX | 76708 | 830546031 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Vermont Slauson Economic Development Co | |||||||||
| 1130 W Slauson Ave | Los Angeles | CA | 90044 | 953779310 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Winter Park Library Association | |||||||||
| 1052 W Morse Blvd | Winter Park | FL | 32789 | 590794396 | 501(c)(3) | $6,500 | $0 | Grant to support OATS' Senior Planet Program | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 40 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott M Frisch | ||||||||||||||
| AARP EVP - COO | $0 | $632,414 | $0 | $233,675 | $0 | $2,737 | $0 | $47,649 | $0 | $30,108 | $0 | $946,583 | $0 | $0 |
| Frederick Fields | ||||||||||||||
| VP-Strat,Planning&Admin&Treasurer un | $191,649 | $0 | $57,688 | $0 | $210,140 | $0 | $14,000 | $23,971 | $23,633 | $0 | $497,110 | $23,971 | $0 | $0 |
| Sarah Shaw | ||||||||||||||
| AARP SVP - Secretary | $0 | $322,962 | $0 | $79,006 | $0 | $1,853 | $0 | $47,649 | $0 | $18,390 | $0 | $469,860 | $0 | $0 |
| Thomas Kamber | ||||||||||||||
| OATS Executive Director | $304,207 | $0 | $74,936 | $0 | $2,238 | $0 | $14,000 | $33,649 | $10,779 | $0 | $406,160 | $33,649 | $0 | $0 |
| Alexander Glazebrook | ||||||||||||||
| VP - Program Operations | $208,137 | $0 | $50,483 | $0 | $523 | $0 | $10,345 | $24,864 | $1,097 | $0 | $270,585 | $24,864 | $0 | $0 |
| Marisa Giorgi | ||||||||||||||
| Senior Director - Curriculum | $150,354 | $0 | $33,528 | $0 | $396 | $0 | $7,355 | $17,678 | $29,319 | $0 | $220,952 | $17,678 | $0 | $0 |
| Jesse Werthman | ||||||||||||||
| Senior Finance Director. Treasurer a | $151,150 | $0 | $28,139 | $0 | $555 | $0 | $7,172 | $17,237 | $29,325 | $0 | $216,341 | $17,237 | $0 | $0 |
| Ines Escandon | ||||||||||||||
| Director - Impact & Learning | $137,804 | $0 | $24,036 | $0 | $1,058 | $0 | $6,474 | $15,559 | $29,312 | $0 | $198,684 | $15,559 | $0 | $0 |
| Aaron Osgood | ||||||||||||||
| Senior Director - Project Mgmt | $139,135 | $0 | $24,268 | $0 | $328 | $0 | $6,536 | $15,710 | $8,153 | $0 | $178,420 | $15,710 | $0 | $0 |
| Barbara Kelly | ||||||||||||||
| Director - External Relations | $124,207 | $0 | $21,665 | $0 | $2,131 | $0 | $5,835 | $14,024 | $10,623 | $0 | $164,461 | $14,024 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 5 | FormAndLineReferenceDesc |
| Explanation | Older Adults Technology Services participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, one of which is gross revenue of AARP and its affiliates. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 7a | The AARP Chief Executive Officer (or his or her designee) appoints and/or approves voting members of the OATS board of directors. Directors may also be appointed by the AARP Chief Executive Officer (or his or her designee) at any regular or special meeting of the Board. Any vacancy on the Board occurring during the year, including a vacancy created by an increase in the number of Directors, may be filled at any meeting of the Board by a determination of the AARP Chief Executive Officer (or his or her designee). All prospective members of the OATS board will be subject to the screening protocols for board members of AARP Affiliates. |
| Form 990, Part VI, Section A, line 7b | The AARP Chief Executive Officer (or his or her designee) appoints and/or approves voting members of the OATS board of directors. Directors may also be appointed by the AARP Chief Executive Officer (or his or her designee) at any regular or special meeting of the Board. Any vacancy on the Board occurring during the year, including a vacancy created by an increase in the number of Directors, may be filled at any meeting of the Board by a determination of the AARP Chief Executive Officer (or his or her designee). All prospective members of the OATS board will be subject to the screening protocols for board members of AARP Affiliates. The By-Laws of the Corporation may be altered, amended or repealed only after written approval by the AARP Chief Executive Officer (or his or her designee) and by either the unanimous consent of the Board of Directors, or by majority vote of the Directors then in office at the Annual Meeting or other duly called and held meeting of the Board, the written notice for which shall set forth the proposed alteration. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared and reviewed in AARP's accounting department. The return is then put through a secondary review which includes the OATS's Executive Director, Group Controller, and other accounting management. The Form 990 is then provided to the OATS Board of Directors for their review. 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 | Form 990, Part VI, Line 15a and b - Through its shared services agreement with AARP, OATS 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 firm, internal criteria, and an individual's actual performance and contribution. Internal criteria are 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 OATS including the Executive Director. The total compensation package for executive positions is regularly benchmarked against comparable executive positions using independently published compensation survey data and independent executive consultants. The Executive Director's compensation package is reviewed and discussed by select board members and then approved by the Board Chair. The compensation package for OATS executive management is also reviewed by the Board Chair. |
| Form 990, Part VI, Section C, line 18 | The organization provides copies of IRS Form 990 upon request by contacting the organization at (202) 460-8343 or email to info@oats.org. The Form 990 is also made available on its website. |
| Form 990, Part VI, Section C, line 19 | Governing documents, conflict of interest policy, and audited financial statements are available upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AARP (consolidated) | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | Social welfare org. dedicated to persons over 50 years of age | DC | 501(c)(4) | N/A | N/A | 0 | |
| AARP Foundation | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 520794300 | Public charity dedicated to person over 50 at social and economic risk | DC | 501(c)(3) | 509(a)(1) | 0 | AARP | |
| Legal Counsel for the Eldery | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 521194741 | Public charity providing legal assistance/education to DC elderly residents | DC | 501(c)(3) | 509(a)(1) | 0 | AARP | |
| Wish of a Lifetime | |||||||||||
| 303 East 17th Ave Ste 850 | Denver | CO | 80203 | 262123649 | Shift how society values seniors by granting lifelong wishes | CO | 501(c)(3) | 509(a)(1) | 0 | AARP | |
| AARP Insurance Plan | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 526069387 | Grantor trust for AARP | DC | 501(c)(4) | N/A | 0 | AARP | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| AARP Services Inc (consolidated) | |||||||||
| 620 F Street NW | Washington | DC | 20004 | 522141065 | Marketing and Research | DE | AARP | C | 0 |
| AARP Financial Services Corporation | |||||||||
| 601 E Street NW | Washington | DC | 20049 | 521367607 | Real Estate Holding Company | DE | AARP | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP Inc - cash contributions | ||
| C | $6,623,425 | cash paid |
| AARP Inc - grant awards | ||
| C | $100,000 | grant agreement |
| AARP Inc - in-kind shared services | ||
| M | $4,788,250 | allocable cost |
| AARP Inc - in-kind rent | ||
| N | $15,819 | costs incurred |
| AARP Inc - rent | ||
| P | $593,701 | sublease cost |
| AARP Foundation - grant awards | ||
| C | $242,000 | grant agreement |
| AARP Foundation - services provided by AARP FDN employees | ||
| P | $11,111 | Salary/benefits - time reported |
| Andrus Insurance Fund Inc | ||
| R | $70,896 | insurance premium paid |
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