2024-07-08T10:48:55-05:00 2023-12-31 990 2023-01-01 550882599 Older Adults Technology Services OLDE 7183601707 236 West 30th Street 8th Floor New York NY 10001 Thomas Kamber Executive Director 7183601707 2024-07-04 Thomas Kamber 999009999 0 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X Thomas Kamber 236 West 30th Street 8th Floor New York NY 10001 13257588 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 90 41 0 0 11025552 11563501 635905 1571056 35708 123031 0 0 11697165 13257588 690500 15500 0 0 8195417 8950049 0 0 416160 4283012 4078764 13168929 13044313 -1471764 213275 6947521 10594747 3492793 6926744 3454728 3668003 X The organization's mission is to harness the power of technology to change the way we age. 0 0 11586316 15500 1571056 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 11586316 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 25 0 1 90 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 NY X AARP 2024346755 601 E Street NW Washington DC 20049 Ginna Baik Chair 1.00 X 0 0 0 Heidi Margulis Vice Chair - until 9/18/23 1.00 X 0 0 0 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 Neil Harrison Director 1.00 X 0 0 0 Anita L Holt Director 1.00 X 0 0 0 Lenard Kaye Director 1.00 X 0 0 0 Jeannee Parker Martin Director - as of 5/1/23 1.00 X 0 0 0 Aviva Sufian Director 1.00 X 0 0 0 Michele Thomas Director - as of 5/1/23 1.00 X 0 0 0 Jenny Wong Director - until 1/29/23 1.00 X 0 0 0 Scott M Frisch Director & AARP EVP & COO 1.00 40.00 X 0 807731 67221 Sarah Shaw Secretary & AARP SVP Legal 1.00 40.00 X 0 374364 56869 Thomas Kamber OATS Executive Director 40.00 0.00 X 352451 0 49954 Frederick Fields VP - Strat, Planning & Admin & Treasurer 40.00 0.00 X 284761 0 61161 Alexander Glazebrook VP - Program Operations 40.00 0.00 X 235337 0 34409 Marisa Giorgi Director - Curriculum 40.00 0.00 X 164741 0 46563 Suzanne Myklebust Director - Communications 40.00 0.00 X 167393 0 29699 Aaron Osgood Sr. Director - Project Mgm 40.00 0.00 X 150715 0 30276 Jesse Werthman Finance Director - NYC 40.00 0.00 X 164278 0 43959 1519676 1182095 420111 17 0 1 0 Meta Platforms Inc 1601 Willow Road Menlo Park CA 94025 Technology consultant 285373 AECOM Technical Services Inc 3101 Wilson Blvd Ste 900 Arlington VA 22201 Technical & managament support services 223282 One Diversified Inc 2975 Northwoods Pkwy Norcross GA 30071 Technology solutions consultant 164841 Clearsight Inc 45 Jeniford Road Fairfield CT 06824 Social impact consultant 106850 Berlin Rosen Ltd 15 Maiden Lane Suite 1600 New York NY 10038 Communications & public relations 100840 7 19920 7492771 2744433 1306377 11563501 Training support 611420 1571056 1571056 1571056 123031 123031 13257588 1571056 0 123031 15500 15500 697493 460867 143274 93352 7126508 6395189 542042 189277 194439 173244 15432 5763 494539 435024 42923 16592 437070 378152 40862 18056 47000 47000 102250 42000 60250 905155 884009 5000 16146 449751 449751 490513 483852 4677 1984 288958 286988 1970 1049576 911087 87252 51237 209264 181941 18578 8745 1887 1189 698 86116 53995 20237 11884 8888 8888 Printing & postage 268007 266836 641 530 Telecommunication expen 92143 84511 6147 1485 Miscellaneous 50992 46551 4030 411 Taxes & licenses 28264 27931 333 13044313 11586316 1041837 416160 2985787 184585 1902835 886109 1415854 846795 272107 2719778 1295652 1217147 140519 78505 1816204 4293190 6947521 10594747 1594176 2163910 1898617 4762834 3492793 6926744 X 3295531 2479529 159197 1188474 3454728 3668003 6947521 10594747 213275 0 X 0 1 X 1 0 X 4762812 6035803 9583493 11025552 11563501 42971161 4762812 6035803 9583493 11025552 11563501 42971161 15528243 27442918 644 500 3 35708 123031 159886 7200 7157 14357 43145404 4721487 0.63610 0.56370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 102250 0 0 102250 0 Part II-B, Line 1: Lobbyists were retained to handle budget, regulatory and compliance issues of importance to OATS. 1093100 1052024 41076 202552 165123 37429 78505 ROU Operating Lease 4293190 4293190 ROU Operating Lease 4672117 Due to Affiliates 90717 4762834 X 17416527 4158939 4158939 13257588 0 13257588 17203252 4158939 4158939 13044313 0 13044313 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 North Country Library System 22072 County Route 190 Watertown NY 13601 150617698 501(c)(3) 15500 0 Grant to support OATS' Senior Planet Program X X X 0 0 0 1 1 0 0 0 0 Scott M Frisch Director & AARP EVP & COO 0 594505 0 210904 0 2322 0 40557 0 26664 0 874952 0 0 Sarah Shaw Secretary & AARP SVP Legal 0 301211 0 71238 0 1915 0 40557 0 16312 0 431233 0 0 Thomas Kamber OATS Executive Director 286249 0 64246 0 1956 0 13200 27357 9397 0 375048 27357 0 0 Frederick Fields VP - Strat, Planning & Admin & Treas 231945 0 51259 0 1557 0 11328 23478 26355 0 322444 23478 0 0 Alexander Glazebrook VP - Program Operations 191724 0 43031 0 582 0 9390 19461 5558 0 250285 19461 0 0 Marisa Giorgi Director - Curriculum 142399 0 22146 0 196 0 6582 13641 26340 0 197663 13641 0 0 Jesse Werthman Finance Director - NYC 139907 0 24138 0 233 0 6562 13599 23798 0 194638 13599 0 0 Suzanne Myklebust Director - Communications 139907 0 25353 0 2133 0 6610 13700 9389 0 183392 13700 0 0 Aaron Osgood Sr. Director - Project Mgm 128304 0 22136 0 275 0 6018 12471 11787 0 168520 12471 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 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. 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 0 0 1 0 1 0 AARP Inc - cash contributions C 5623079 cash paid AAARP Inc - grant awards C 75000 grant agreement AARP Inc - in-kind shared services M 4158939 allocable cost AARP Inc - rent P 267655 sublease cost AARP Foundation - grant awards C 1794692 grant agreement AARP Foundation - shared employees R 170334 actual salaries for time reported Andrus Insurance Fund Inc R 37105 insurance premium paid