OLDER ADULTS TECHNOLOGY SERVICES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OLDER ADULTS TECHNOLOGY SERVICES INC (EIN 55-0882599)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-08
- IRS object ID
- 202401909349301300
- Schema version
- 2023v5.1
- 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 | 2024-07-08T10:48:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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 | 2024-07-04 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas | PersonFirstNm |
| Person Last | Kamber | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| 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 | $13,257,588 | 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 | 90 | TotalEmployeeCnt |
| Total Volunteers | 41 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,025,552 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,563,501 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $635,905 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,571,056 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,708 | PYInvestmentIncomeAmt |
| CY Investment Income | $123,031 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,697,165 | PYTotalRevenueAmt |
| CY Total Revenue | $13,257,588 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $690,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,195,417 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,950,049 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $416,160 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,283,012 | PYOtherExpensesAmt |
| CY Other Expenses | $4,078,764 | CYOtherExpensesAmt |
| PY Total Expenses | $13,168,929 | PYTotalExpensesAmt |
| CY Total Expenses | $13,044,313 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,471,764 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $213,275 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,947,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,594,747 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,492,793 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,926,744 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,454,728 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,668,003 | 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 | $11,586,316 | ExpenseAmt |
| Grant | $15,500 | GrantAmt |
| Revenue | $1,571,056 | RevenueAmt |
| Desc | Senior Planet is the name of the award-winning set of program experiences through which OATSengages 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 a senior'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, the organization 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 30 states across America.Below is a summary of the key accomplishments of OATS in 2023.2023 Key Projects:Total Engagements Senior Planet provided over 580,000 engagements to new and returning participants through our virtual, in-person, and licensing programs.Digital Skills Ready@50+ , a collaboration with AARP Foundation and funded by Google, helped nearly 25,000 low-income older adults build skills to find jobs, change careers, and explore entrepreneurship.Fitness offerings continued to be popular among older adult participants. OATS began live-streaming wellness classes on the Senior Planet YouTube channel and celebrated another year of the Senior Planet Sponsored Athlete program.Senior Planet centers in Plattsburgh, NYC, and Denver marked their first full year of operation since the pandemic, while continuing in-person training through partners in Texas, Maryland, and California. The organization also continued delivering in-person programs in collaboration with AARP state offices across the country.In November 2023, Senior Planet held a launch event to celebrate the addition of its newest center in Miami. When it opens in March 2024, Senior Planet Miami will offer area residents continuous opportunities to access, use, and learn about new and emerging technologies and how to harness their power to improve their lives and communities - all in a safe and welcoming environment. 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 2023, the Senior Planet Licensing program grew to over 350 licensing sites nationwide, covering 30 states. Thought Leadership Highlights (speaking engagements):OATS expanded its Digital Equity work in 2023 to support the growing need for access and connection to low-cost internet and training. Philanthropy News Digest credited OATS initiatives as having influenced the federal government's launch of the Affordable Connectivity Program, which provides discounted internet service to low-income Americans. In coordination with AARP State Offices across the country, OATS's work around digital equity continues to help older adults learn about low-cost internet options through eight 'tele-town halls" in California, New York, Connecticut, Nebraska, Rhode Island, New Mexico, and two in Georgia, reaching a total of 7,437 older households.OATS largest conference presence in 2023 was at CES and ASA. At both conferences, OATS took a multi-faceted approach: learning, presenting, and sharing information, along with Senior Planet participants.At CES 2023 - OATS expanded its presence at this annual tech conference to include a booth within AARP's AgeTech Collaborative area and the hosting of live Senior Planet classes from the tradeshow floor.By teaming up with Discover Live, OATS explored a new way to bring virtual experiences to Senior Planet participants by live-streaming two events, including a tour of AARP's AgeTech Collaborative booth and a Q&A session featuring OATS executive director Tom Kamber and AARP SVP of Innovation & Product Development, Andy Miller. OATS identified cutting-edge technologies and published an article featuring startups from AARP's AgeTech Collaborative, focused on products and solutions that will create transformative solutions to aging better in the modern world.At ASA On Aging 2023 Conference - OATS sponsored the AgeTech stage at the nation's largest multi-disciplinary conference on aging, attended by nonprofits, human services and aging-related government entities, startups, and aging service providers. OATS hosted a "Launch and Learn" on the main stage of the conference titled "Aligning for Excellence and Impact: Practical Strategies for Transformational Change." On the AgeTech stage, OATS hosted five presentations: "How Local Partnerships Thrive," "Fitness as We Age," "AgeTech and Philanthropic Investing," "Inclusive Innovation, and "Online Learning is Here to Stay."Press and Media Highlights: In 2023, OATS was selected as a Winner in the 29th Annual Communicator Awards for Innovation and Excellence in Communications for the "(Em)Powered" video series that features four Senior Planet participants from across the country who describe how Senior Planet experiences have enriched their lives by helping them work, pursue creative endeavors, and stay connected with loved ones.Other highlights: 1. January 25, 2023 - FOX 13 Seattle: Local 86-year-old weightlifter proves it's never too late. 2. February 22, 2023 - The Washington Post: Americans over 50 are doing extreme sports their grandparents never imagined. 3. April 1, 2023 - The Wall Street Journal: Older Adults are Obsessed with These Five Tech Topics. 4.April 7, 2023 - WBTW - Georgetown County News: 73-year-old Murrells Inlet woman uses fitness journey to inspire others. 5. April 23, 2023 - KSAT12 News: Technology training from UTSA helps older adults adapt to digital world. 6. June 13, 2023 - Stanwood Camano New: Camano pickleball player encourages senior fitness. 7. July 28, 2023 - WREG-TV Memphis (CBS): BRIGHT SPOT, Memphis couple inspires seniors nationwide to get active. 8. August 31, 2023 - Fox 7 Austin, Preparing for emergencies. 9. October 26, KOAA News5 Southern Colorado, Keeping up with technology, how Colorado seniors can get the help they need for free. 10. November 30, 2023 - Comcast Newsmakers, Helping Older Adults Thrive in Todays Digital Age. 11. December 7, 2023 - WPLG Local 10, New Miami center offers free tech training, classes for seniors. 12. December 14, 2023 - Telemundo, Mundo Tecnolgico - Centro comunitario para personas mayores en Wynwood.To learn more about OATS and Senior Planet visit oats.org | Desc |
| Total Program Service Expenses | $11,586,316 | 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 90 | 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 | NY | 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 | 2024346755 | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|
| Ginna Baik | ||||||||
| Chair | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Heidi Margulis | ||||||||
| Vice Chair - until 9/18/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| 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 | |||
| Neil Harrison | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Anita L Holt | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lenard Kaye | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeannee Parker Martin | ||||||||
| Director - as of 5/1/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Aviva Sufian | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michele Thomas | ||||||||
| Director - as of 5/1/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jenny Wong | ||||||||
| Director - until 1/29/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott M Frisch | ||||||||
| Director & AARP EVP & COO | 1.00 | Yes (X) | $0 | $807,731 | $67,221 | 40.00 | ||
| Sarah Shaw | ||||||||
| Secretary & AARP SVP Legal | 1.00 | $0 | $374,364 | $56,869 | 40.00 | Yes (X) | ||
| Thomas Kamber | ||||||||
| OATS Executive Director | 40.00 | $352,451 | $0 | $49,954 | 0.00 | Yes (X) | ||
| Frederick Fields | ||||||||
| VP - Strat, Planning & Admin & Treasurer | 40.00 | $284,761 | $0 | $61,161 | 0.00 | Yes (X) | ||
| Alexander Glazebrook | ||||||||
| VP - Program Operations | 40.00 | $235,337 | $0 | $34,409 | 0.00 | Yes (X) | ||
| Marisa Giorgi | ||||||||
| Director - Curriculum | 40.00 | $164,741 | $0 | $46,563 | 0.00 | Yes (X) | ||
| Suzanne Myklebust | ||||||||
| Director - Communications | 40.00 | $167,393 | $0 | $29,699 | 0.00 | Yes (X) | ||
| Aaron Osgood | ||||||||
| Sr. Director - Project Mgm | 40.00 | $150,715 | $0 | $30,276 | 0.00 | Yes (X) | ||
| Jesse Werthman | ||||||||
| Finance Director - NYC | 40.00 | $164,278 | $0 | $43,959 | 0.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,519,676 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,182,095 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $420,111 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | 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 |
|---|---|---|---|---|---|
| Meta Platforms Inc | |||||
| 1601 Willow Road | Menlo Park | CA | 94025 | Technology consultant | $285,373 |
| AECOM Technical Services Inc | |||||
| 3101 Wilson Blvd Ste 900 | Arlington | VA | 22201 | Technical & managament support services | $223,282 |
| One Diversified Inc | |||||
| 2975 Northwoods Pkwy | Norcross | GA | 30071 | Technology solutions consultant | $164,841 |
| Clearsight Inc | |||||
| 45 Jeniford Road | Fairfield | CT | 06824 | Social impact consultant | $106,850 |
| Berlin Rosen Ltd | |||||
| 15 Maiden Lane Suite 1600 | New York | NY | 10038 | Communications & public relations | $100,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $19,920 | FederatedCampaignsAmt |
| Related Organizations | $7,492,771 | RelatedOrganizationsAmt |
| Government Grants | $2,744,433 | GovernmentGrantsAmt |
| All Other Contributions | $1,306,377 | AllOtherContributionsAmt |
| Total Contributions | $11,563,501 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Training support | Desc |
| Business | 611420 | BusinessCd |
| Total Revenue Column | $1,571,056 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,571,056 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,571,056 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,031 | TotalRevenueColumnAmt |
| Exclusion | $123,031 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,257,588 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,571,056 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $123,031 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,500 | TotalAmt |
| Program Services | $15,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,493 | TotalAmt |
| Program Services | $460,867 | ProgramServicesAmt |
| Management And General | $143,274 | ManagementAndGeneralAmt |
| Fundraising | $93,352 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,126,508 | TotalAmt |
| Program Services | $6,395,189 | ProgramServicesAmt |
| Management And General | $542,042 | ManagementAndGeneralAmt |
| Fundraising | $189,277 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,439 | TotalAmt |
| Program Services | $173,244 | ProgramServicesAmt |
| Management And General | $15,432 | ManagementAndGeneralAmt |
| Fundraising | $5,763 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,539 | TotalAmt |
| Program Services | $435,024 | ProgramServicesAmt |
| Management And General | $42,923 | ManagementAndGeneralAmt |
| Fundraising | $16,592 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,070 | TotalAmt |
| Program Services | $378,152 | ProgramServicesAmt |
| Management And General | $40,862 | ManagementAndGeneralAmt |
| Fundraising | $18,056 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,000 | TotalAmt |
| Management And General | $47,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,250 | TotalAmt |
| Program Services | $42,000 | ProgramServicesAmt |
| Management And General | $60,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $905,155 | TotalAmt |
| Program Services | $884,009 | ProgramServicesAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
| Fundraising | $16,146 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,751 | TotalAmt |
| Program Services | $449,751 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,513 | TotalAmt |
| Program Services | $483,852 | ProgramServicesAmt |
| Management And General | $4,677 | ManagementAndGeneralAmt |
| Fundraising | $1,984 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,958 | TotalAmt |
| Program Services | $286,988 | ProgramServicesAmt |
| Management And General | $1,970 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,049,576 | TotalAmt |
| Program Services | $911,087 | ProgramServicesAmt |
| Management And General | $87,252 | ManagementAndGeneralAmt |
| Fundraising | $51,237 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,264 | TotalAmt |
| Program Services | $181,941 | ProgramServicesAmt |
| Management And General | $18,578 | ManagementAndGeneralAmt |
| Fundraising | $8,745 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,887 | TotalAmt |
| Management And General | $1,189 | ManagementAndGeneralAmt |
| Fundraising | $698 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,116 | TotalAmt |
| Program Services | $53,995 | ProgramServicesAmt |
| Management And General | $20,237 | ManagementAndGeneralAmt |
| Fundraising | $11,884 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,888 | TotalAmt |
| Program Services | $8,888 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing & postage | $268,007 | $266,836 | $641 | $530 |
| Telecommunication expen | $92,143 | $84,511 | $6,147 | $1,485 |
| Miscellaneous | $50,992 | $46,551 | $4,030 | $411 |
| Taxes & licenses | $28,264 | $27,931 | $333 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,044,313 | TotalAmt |
| Program Services | $11,586,316 | ProgramServicesAmt |
| Management And General | $1,041,837 | ManagementAndGeneralAmt |
| Fundraising | $416,160 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,985,787 | BOYAmt |
| EOY | $184,585 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,902,835 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,109 | BOYAmt |
| EOY | $1,415,854 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $846,795 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,107 | BOYAmt |
| EOY | $2,719,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,295,652 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,217,147 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,519 | BOYAmt |
| EOY | $78,505 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,816,204 | BOYAmt |
| EOY | $4,293,190 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,947,521 | BOYAmt |
| EOY | $10,594,747 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,594,176 | BOYAmt |
| EOY | $2,163,910 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,898,617 | BOYAmt |
| EOY | $4,762,834 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,492,793 | BOYAmt |
| EOY | $6,926,744 | 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 | $3,295,531 | BOYAmt |
| EOY | $2,479,529 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,197 | BOYAmt |
| EOY | $1,188,474 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,454,728 | BOYAmt |
| EOY | $3,668,003 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,947,521 | BOYAmt |
| EOY | $10,594,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $213,275 | 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 | $4,762,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,035,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,583,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,025,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,563,501 | CurrentTaxYearAmt |
| Total | $42,971,161 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,762,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,035,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,583,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,025,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,563,501 | CurrentTaxYearAmt |
| Total | $42,971,161 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,528,243 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,442,918 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,031 | CurrentTaxYearAmt |
| Total | $159,886 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,157 | CurrentTaxYearMinus3YearsAmt |
| Total | $14,357 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,145,404 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,721,487 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56370 | 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 | $102,250 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $102,250 | 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: | 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 | $1,093,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,052,024 | DepreciationAmt |
| Book Value | $41,076 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $202,552 | OtherCostOrOtherBasisAmt |
| Depreciation | $165,123 | DepreciationAmt |
| Book Value | $37,429 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $78,505 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU Operating Lease | Desc |
| Book Value | $4,293,190 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,293,190 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROU Operating Lease | $4,672,117 |
| Due to Affiliates | $90,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,762,834 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,416,527 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $4,158,939 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $4,158,939 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,257,588 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,257,588 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,203,252 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,158,939 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $4,158,939 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,044,313 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,044,313 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | North Country Library System | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22072 County Route 190 | AddressLine1Txt |
| City | Watertown | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 150617698 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $15,500 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | Grant to support OATS' Senior Planet Program | PurposeOfGrantTxt |
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 | 0 | 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 (9 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 | ||||||||||||||
| Director & AARP EVP & COO | $0 | $594,505 | $0 | $210,904 | $0 | $2,322 | $0 | $40,557 | $0 | $26,664 | $0 | $874,952 | $0 | $0 |
| Sarah Shaw | ||||||||||||||
| Secretary & AARP SVP Legal | $0 | $301,211 | $0 | $71,238 | $0 | $1,915 | $0 | $40,557 | $0 | $16,312 | $0 | $431,233 | $0 | $0 |
| Thomas Kamber | ||||||||||||||
| OATS Executive Director | $286,249 | $0 | $64,246 | $0 | $1,956 | $0 | $13,200 | $27,357 | $9,397 | $0 | $375,048 | $27,357 | $0 | $0 |
| Frederick Fields | ||||||||||||||
| VP - Strat, Planning & Admin & Treas | $231,945 | $0 | $51,259 | $0 | $1,557 | $0 | $11,328 | $23,478 | $26,355 | $0 | $322,444 | $23,478 | $0 | $0 |
| Alexander Glazebrook | ||||||||||||||
| VP - Program Operations | $191,724 | $0 | $43,031 | $0 | $582 | $0 | $9,390 | $19,461 | $5,558 | $0 | $250,285 | $19,461 | $0 | $0 |
| Marisa Giorgi | ||||||||||||||
| Director - Curriculum | $142,399 | $0 | $22,146 | $0 | $196 | $0 | $6,582 | $13,641 | $26,340 | $0 | $197,663 | $13,641 | $0 | $0 |
| Jesse Werthman | ||||||||||||||
| Finance Director - NYC | $139,907 | $0 | $24,138 | $0 | $233 | $0 | $6,562 | $13,599 | $23,798 | $0 | $194,638 | $13,599 | $0 | $0 |
| Suzanne Myklebust | ||||||||||||||
| Director - Communications | $139,907 | $0 | $25,353 | $0 | $2,133 | $0 | $6,610 | $13,700 | $9,389 | $0 | $183,392 | $13,700 | $0 | $0 |
| Aaron Osgood | ||||||||||||||
| Sr. Director - Project Mgm | $128,304 | $0 | $22,136 | $0 | $275 | $0 | $6,018 | $12,471 | $11,787 | $0 | $168,520 | $12,471 | $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 internal tax department. The return is then put through a secondary review which includes the Older Adults Technology Services Executive Director, Group Controller, and other accounting management. After this thorough review process, the Form 990 is distributed to the Board of Directors for their review. After all issues are addressed 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 (718) 360-1707 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 | 0 | 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 (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP Inc - cash contributions | ||
| C | $5,623,079 | cash paid |
| AAARP Inc - grant awards | ||
| C | $75,000 | grant agreement |
| AARP Inc - in-kind shared services | ||
| M | $4,158,939 | allocable cost |
| AARP Inc - rent | ||
| P | $267,655 | sublease cost |
| AARP Foundation - grant awards | ||
| C | $1,794,692 | grant agreement |
| AARP Foundation - shared employees | ||
| R | $170,334 | actual salaries for time reported |
| Andrus Insurance Fund Inc | ||
| R | $37,105 | insurance premium paid |
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