2026-06-12T16:56:30-05:00 2025-12-31 331197384 Andersen Tax LLC 350 South Grand Avenue STE 2000 Los Angeles CA 90071 990 2025-01-01 550882599 Older Adults Technology Services OLDE 7183601707 236 West 30th Street 8th Floor New York NY 10001 Thomas Kamber Executive Director 7183601707 2026-06-12 1 Pavin Van Enger P00955143 2135932300 2025 2025-03-06 01:10:19Z Thomas Kamber 236 West 30th Street 8th Floor New York NY 10001 15870195 0 X www.oats.org X 2004 NY The organization's mission is to harness the power of technology to change the way we age. 11 10 97 130 0 0 16964194 13686488 1654468 2029484 67535 154223 0 0 18686197 15870195 442600 521820 0 0 10770561 11148272 0 0 157257 4547011 4122858 15760172 15792950 2926025 77245 15158472 16207586 8564445 9536314 6594027 6671272 X The organization's mission is to harness the power of technology to change the way we age. 0 0 14098364 521820 2029484 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 14098364 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 29 0 1 97 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X AARP 2024608343 601 E Street NW Washington DC 20049 Neal Harrison Chair 1.00 X 0 0 0 Scott M Frisch AARP EVP - COO 1.00 40.00 X 0 868826 77757 Amanda Del Balso Cantwell Director 1.00 X 0 0 0 Robert DiMatteo Director 1.00 X 0 0 0 Jared Goralnick Director 1.00 X 0 0 0 Anita L Holt Director 1.00 X 0 0 0 Jeannee Parker Martin Director 1.00 X 0 0 0 Aviva Sufian Director 1.00 X 0 0 0 Michele Thomas Director 1.00 X 0 0 0 Najia Orr Director 1.00 X 0 0 0 Rigo Saborio Director 1.00 X 0 0 0 Thomas Kamber OATS Executive Director 40.00 X 381381 0 58428 Frederick Fields VP-Strat,Planning&Admin&Treasurer until 10/1/2025 40.00 X 459477 0 61604 Sarah Shaw AARP SVP - Secretary 1.00 40.00 X 0 403821 66039 Jesse Werthman Senior Finance Director. Treasurer as of 11/19/25 40.00 X 179844 0 53734 Alexander Glazebrook VP - Program Operations 40.00 X 259143 0 36306 Marisa Giorgi Senior Director - Curriculum 40.00 X 184278 0 54352 Aaron Osgood Senior Director - Project Mgmt 40.00 X 163731 0 30399 Ines Escandon Director - Impact & Learning 40.00 X 162898 0 51345 Barbara Kelly Director - External Relations 40.00 X 148003 0 30482 1938755 1272647 520446 27 0 1 0 NYC Builders Contracting Group Inc 59-08 56th St Maspeth NY 11378 Building construction 425317 Launchpad Lab 2045 W Grand Ave STE B Chicago IL 60612 Website development 421993 KGO LLC 10816 Town Center Blvd 701 Dunkirk MD 20754 Project management 221657 Meta Platforms Inc 1 Meta Way Menlo Park CA 94025 Digital Advertising 202776 Qualtrics 333 W River Park Dr College Station TX 77842 Customer Experience Research 202750 5 7396 6965425 2004221 4709446 13686488 Training support 611420 2029484 2029484 2029484 154223 154223 15870195 2029484 0 154223 521820 521820 903270 606100 297170 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RESTRICTED 0 0 0 0 0 0 1 306200 0 0 306200 0 Part II-B, Line 1, Lobbying Activities: Lobbyists were retained to handle budget, regulatory and compliance issues of importance to OATS. 3657200 1560390 2096810 721282 348153 373129 2469939 ROU Operating Lease 3114093 3114093 ROU Operating Lease 3568995 Due to Affiliates 2478298 6047293 X 20674263 4804068 4804068 15870195 0 15870195 20597018 4804068 4804068 15792950 0 15792950 Part X, Line 2: OATS has determined that there are no significant uncertain tax positions that require recognition or disclosure in the financial statements. 1 Area 1 Agency On Aging 333 J Street Eureka CA 95501 942673039 501(c)(3) 10000 0 Grant to support OATS' Senior Planet Program Asian Pacific American Community Center 66 Raymond Ave San Francisco CA 94134 943357710 501(c)(3) 10000 0 Grant to support OATS' Senior Planet Program Association House Of Chicago 1116 N Kedzie Ave Chicago IL 60651 362166961 501(c)(3) 10000 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) 6500 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) 5500 0 Grant to support OATS' Senior Planet Program City Of Clawson 425 N Main Street Clawson MI 48017 386004669 Government 10000 0 Grant to support OATS' Senior Planet Program City Of Dunedin Hale Senior Activity Center 330 Douglas Avenue Dunedin FL 34698 596000310 Government 11660 0 Grant to support OATS' Senior Planet Program City Of Wauwatosa 7725 W North Ave Wauwatosa WI 53213 396005650 Government 6500 0 Grant to support OATS' Senior Planet Program City Of West Allis 7001 W National Ave West Allis WI 53219 396005651 Government 6500 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) 6500 0 Grant to support OATS' Senior Planet Program Cris Healthy Aging 309 N Franklin St Danville IL 61832 370948852 501(c)(3) 30000 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) 20000 0 Grant to support OATS' Senior Planet Program Esperanza Inc 3104 West 25Th Street 4Th Floor Cleveland OH 44109 341403492 501(c)(3) 10000 0 Grant to support OATS' Senior Planet Program Frankfort Public Library District 21119 S Pfeiffer Rd Frankfort IL 60423 362745366 Government 10000 0 Grant to support OATS' Senior Planet Program Fresno County Economic Opportunities 1920 Mariposa Street Suite 330 Fresno CA 93721 941606519 501(c)(3) 20000 0 Grant to support OATS' Senior Planet Program Gainesville-Hall County Community Council 430 Prior Street Se Gainesville GA 30501 581591227 501(c)(3) 10000 0 Grant to support OATS' Senior Planet Program Goodwill Industries Of Southwest Florida 5100 Tice Street Fort Myers FL 33905 596196141 501(c)(3) 14160 0 Grant to support OATS' Senior Planet Program Heritage Place Of Indianapolis Inc 1901 Mississippi Ave SE Washington DC 20020 351436580 501(c)(3) 16500 0 Grant to support OATS' Senior Planet Program Indiana University 3400 Broadway John W Anderson Library Gary IN 46408 356001673 501(c)(3) 16500 0 Grant to support OATS' Senior Planet Program Israel Metropolitan Community Dev 2301 Washington Street Gary IN 46407 842413994 501(c)(3) 10000 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) 30000 0 Grant to support OATS' Senior Planet Program Kingman-Millcreek Public Library 123 E State Street PO Box 116 Kingman IN 47952 351118118 Government 10000 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) 20000 0 Grant to support OATS' Senior Planet Program Marin Community College District 1800 Ignacio Blvd Novato CA 94949 680194359 501(c)(3) 10000 0 Grant to support OATS' Senior Planet Program Meals On Wheels People 7710 Sw 31St Ave Portland OR 97219 930584318 501(c)(3) 10000 0 Grant to support OATS' Senior Planet Program Midland County Council On Aging 4700 Dublin Ave Midland MI 48642 386107383 501(c)(3) 10000 0 Grant to support OATS' Senior Planet Program Northshore Senior Center 10201 E Riverside Dr Bothell WA 98011 911184432 501(c)(3) 10000 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) 6500 0 Grant to support OATS' Senior Planet Program Pars Equality Center 4954 Van Nuys Blvd 201 Los Angeles CA 91403 272969900 501(c)(3) 10000 0 Grant to support OATS' Senior Planet Program Scan Health Plan 3800 Kilroy Airport Way Ste 100 Attn Independence Long Beach CA 90806 953858259 501(c)(3) 10000 0 Grant to support OATS' Senior Planet Program Senior Adult Activity Center Of The Phoenixville Area 153 Church St Phoenixville PA 19460 232107124 501(c)(3) 20000 0 Grant to support OATS' Senior Planet Program Senior Citizens Of Greater Dallas Inc 3910 Harry Hines Blvd The Senior Source Dallas TX 75219 751085555 501(c)(3) 23000 0 Grant to support OATS' Senior Planet Program Senior Coastsiders 925 Main St Half Moon Bay CA 94019 943119310 501(c)(3) 10000 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) 6500 0 Grant to support OATS' Senior Planet Program South Central Power Company 720 Mill Park Dr Lancaster OH 43130 314311730 501(c)(12) 10000 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) 10000 0 Grant to support OATS' Senior Planet Program The Oaks At Bartlett 825 Carillon Dr Bartlett IL 60103 010729134 501(c)(3) 6500 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) 10000 0 Grant to support OATS' Senior Planet Program Transformation Waco 720 Wooded Crest Dr Woodway TX 76708 830546031 501(c)(3) 10000 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) 10000 0 Grant to support OATS' Senior Planet Program Winter Park Library Association 1052 W Morse Blvd Winter Park FL 32789 590794396 501(c)(3) 6500 0 Grant to support OATS' Senior Planet Program 40 1 X X X 1 0 0 1 1 0 0 0 0 Scott M Frisch AARP EVP - COO 0 632414 0 233675 0 2737 0 47649 0 30108 0 946583 0 0 Frederick Fields VP-Strat,Planning&Admin&Treasurer un 191649 0 57688 0 210140 0 14000 23971 23633 0 497110 23971 0 0 Sarah Shaw AARP SVP - Secretary 0 322962 0 79006 0 1853 0 47649 0 18390 0 469860 0 0 Thomas Kamber OATS Executive Director 304207 0 74936 0 2238 0 14000 33649 10779 0 406160 33649 0 0 Alexander Glazebrook VP - Program Operations 208137 0 50483 0 523 0 10345 24864 1097 0 270585 24864 0 0 Marisa Giorgi Senior Director - Curriculum 150354 0 33528 0 396 0 7355 17678 29319 0 220952 17678 0 0 Jesse Werthman Senior Finance Director. Treasurer a 151150 0 28139 0 555 0 7172 17237 29325 0 216341 17237 0 0 Ines Escandon Director - Impact & Learning 137804 0 24036 0 1058 0 6474 15559 29312 0 198684 15559 0 0 Aaron Osgood Senior Director - Project Mgmt 139135 0 24268 0 328 0 6536 15710 8153 0 178420 15710 0 0 Barbara Kelly Director - External Relations 124207 0 21665 0 2131 0 5835 14024 10623 0 164461 14024 0 0 Part I, Line 5 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. 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. 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) AARP 0 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) AARP 0 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) AARP 0 AARP Insurance Plan 601 E Street NW Washington DC 20049 526069387 Grantor trust for AARP DC 501(c)(4) N/A AARP 0 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 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 AARP Inc - cash contributions C 6623425 cash paid AARP Inc - grant awards C 100000 grant agreement AARP Inc - in-kind shared services M 4788250 allocable cost AARP Inc - in-kind rent N 15819 costs incurred AARP Inc - rent P 593701 sublease cost AARP Foundation - grant awards C 242000 grant agreement AARP Foundation - services provided by AARP FDN employees P 11111 Salary/benefits - time reported Andrus Insurance Fund Inc R 70896 insurance premium paid