OLDER ADULTS TECHNOLOGY SERVICES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OLDER ADULTS TECHNOLOGY SERVICES INC (EIN 55-0882599)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-23
- IRS object ID
- 202321749349301127
- Schema version
- 2022v5.0
- 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 | 2023-06-23T15:44:35-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 168 7th Street 3A | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Kamber | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7183601707 | PhoneNum |
| Signature | 2023-06-23 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Thomas Kamber | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 168 7th Street 3A | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,697,165 | 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 | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 89 | TotalEmployeeCnt |
| Total Volunteers | 51 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,583,493 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,025,552 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $944,368 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $635,905 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3 | PYInvestmentIncomeAmt |
| CY Investment Income | $35,708 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,527,864 | PYTotalRevenueAmt |
| CY Total Revenue | $11,697,165 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $690,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,302,994 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,195,417 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $377,593 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,158,550 | PYOtherExpensesAmt |
| CY Other Expenses | $4,283,012 | CYOtherExpensesAmt |
| PY Total Expenses | $8,461,544 | PYTotalExpensesAmt |
| CY Total Expenses | $13,168,929 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,066,320 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,471,764 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,542,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,947,521 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,616,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,492,793 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,926,492 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,454,728 | 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 | $11,678,192 | ExpenseAmt |
| Grant | $690,500 | GrantAmt |
| Revenue | $635,905 | RevenueAmt |
| Desc | Senior Planet is the name of the award-winning set of program experiences through which Older Adults Technology Services (OATS) engages a diverse array of older adults and the organizations that serve them across America. Its world-class programming is delivered through a variety of channels,including in-person group settings, online sessions, and a toll-free contact center, with the aim of changing the way we age. Individual Senior Planet participants, through their collective commitment to "Aging with Attitude and active participation in these programs, undergo measurable changes in outlook and behavior that produce outcomes in specific dimensions of 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 also offers a free licensing program that enables qualified community-based organizations in a growing number of states across America to provide in-person Senior Planet experiences to older residents in local urban, suburban, and rural communities. OATS provides the local organizations with "train the trainer" training, core Senior Planet curriculum, and ongoing support within a growing and collaborative network of institutions who share the aim of helping older people unlock the power of technology to improve their lives.2022 Key Projects:Engagements:1) The flagship Senior Planet program provided over 380,000 engagements to new and returning participants both virtually and in-person in 2022.2) A collaboration with the AARP Foundation, funded by Google, helped close to 10,000 low-income older adults build skills to find jobs, change careers, and explore entrepreneurship.3) Fitness offerings continued to be popular among older adult participants. OATS began live-streaming wellness classes on the Senior Planet YouTube channel, and also celebrated another year of the Senior Planet Sponsored Athlete program.4) OATS also began delivering in-person programs in collaboration with AARP state offices across the country.Expansion of the Senior Planet Licensing ProgramThe 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 2022, through the Senior Planet Licensing program, over 152 licensing sites nationwide begam offering free Senior Planet programs to adults in local communities. Thought Leadership Highlights(speaking engagements)In April, 2022, OATS Executive Director Tom Kamber published an article titled "Older Adults and the Automation of Everything" in Next Avenue. The article discusses the bimodal distribution of the two distinct trends within the older adult population. Many older adults are thriving in the digital age by Zooming away happily with friends, ordering groceries online, and staying healthy with streaming fitness classes. Others, unfortunately, are struggling to use technology and, in many cases, barely taking advantage of it at all.In April, 2022, OATS attended the American Society on Aging's "On Aging 2022 Conference," the nation's largest multi-disciplinary conference on aging, and sponsored the AgeTech Pavilion stage. OATS assembled a lineup of experts and ground-shakers in the field of aging to share thought-provoking content that explored the intersection of aging and technology. Events featured experts from the New Orleans Center for the Gulf South at Tulane University and the New Orleans Jazz Museum, the Consumer Technology Association (CTA) Foundation, The Harry and Jeanette Weinberg Foundation, AARP and the AARP Foundation, and a closing session with the CEO of the American Society on Aging. In June, 2022, OATS attended the 2022 American Library Association (ALA) conference & exhibition to promote the Senior Planet licensing program to libraries across the nation and provide information to attendees about participating in the train-the-trainer program to support older adults in their respective communities.Published in July, 2022, the article Helping Older Adults Get Comfortable with Technology Use was included in the Society of Certified Senior Advisors Number 87 Journal. In the article, OATS Executive Director Tom Kamber discussed how other programs, people, and organizations contribute to helping older adults get comfortable using technology. For many older adults, barriers like a lack of access to the internet or the confidence to learn new tech skills can prevent them from developing the technological abilities needed to thrive in life. During Digital Inclusion Week, October 3-7, 2022, which aims to raise awareness of solutions addressing digital equity, Older Adults Technology Services (OATS) from AARP released a report, "Fly Like an Eagle: Measuring Transformational Social Outcomes Among Seniors Using Technology." The report details how access to technology devices and innovative training programs can yield transformational social outcomes for older adults and provides a blueprint for cities and communities looking to implement their own digital inclusion programs. The groundbreaking Fly Like an Eagle report offered statistical evidence that affirmed one of OATS core beliefs: technology training has a measurable effect on social isolation, loneliness, depression, and quality of life for older adults.In November, 2022, Tom Kamber, PhD, Executive Director of Older Adults Technology Services (OATS) from AARP, was the 2022 recipient of the John and Jane Shalam Award to Combat Social Isolation. The award, which recognizes essential and innovative work being done to combat social isolation, was presented to Kamber at the Consumer Technology Association (CTA) Foundation's Hall of Fame Dinner, on Tuesday, November 15th in New York City.Top Press/Media Highlights in 2022:January 4 - Smart Cities Dive highlighted pandemic-driven technology usage to combat loneliness and the work of Senior Planet. January 4 - Tom Kamber spoke with Barron's (picked up on MarketWatch) about wearables and smart devices that can help seniors stay active in retirement. In January- March - The sunsetting of 3G networks garnered press coverage on national and local outlets including CNN, NPR, Public News Service, The Associated Press, Digital Trends, Altoona Mirror, KCUR, Fox8 Local, CBS8 Local, KVUE Local, WUSA9 and McKnights Senior Living, and USA Today.February 10 - Tom Kamber participated in a radio media tour about the sunsetting of 3G networks on Feb 10, 2022 in English and Spanish with GA's Cristina Martin Firvida totaling more than 40 interviews (20 in English, 21 in Spanish). Key media highlights include: NBC News Radio, Westwood One's First Light, Radio Bilingue, and iHeartLatino.February 26 - The Wall Street Journal mentioned OATS in an article about the importance of senior communities being digitally connected. March 1 - Marcy 23 - Tech-centric outlet Axios covered the launch of Senior Planet Community in an exclusive article. April 7 - The Washington Post published a compelling article about technology's role in relation to aging in place, including a quote from Tom Kamber. June 13 - Tom Kamber was quoted in a Kiplinger article warning seniors about murky rules behind financial apps. August 9 - Alongside AARP, OATS was mentioned as a resource for older adults to participate in the design and development of new technologies in this MarketWatch article. October 4-6 - After a public media launch, OATS garnered coverage of its Fly Like an Eagle report on local broadcast station PIX11, nonprofit-focused outlet NYN Media, and Spanish publication El Diario.To learn more about OATS and its Senior Planet program, please visit www.oats.org and www.seniorplanet.org | Desc |
| Total Program Service Expenses | $11,678,192 | 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 | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 89 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Ginna Baik | ||||||||
| Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Heidi Margulis | ||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Amanda Del Balso Cantwell | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert DiMatteo | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jared Goralnick | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Neil Harrison | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Anita L Holt | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lenard Kaye | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Aviva Sufian | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jenny Wong | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Kamber | ||||||||
| OATS Executive Director | 40.00 | 0.00 | Yes (X) | $430,068 | $0 | $74,834 | Yes (X) | |
| Scott M Frisch | ||||||||
| Director & AARP EVP & COO | 1.00 | 40.00 | Yes (X) | $0 | $772,971 | $89,108 | ||
| Sarah Shaw | ||||||||
| Secretary & AARP SVP Legal | 1.00 | 40.00 | $0 | $349,194 | $79,825 | Yes (X) | ||
| Frederick Fields | ||||||||
| Treasurer & OATS VP Strate | 40.00 | 0.00 | $343,384 | $0 | $80,464 | Yes (X) | ||
| Alexander Glazebrook | ||||||||
| Director - Operations | 40.00 | 0.00 | $351,314 | $0 | $45,462 | Yes (X) | ||
| Marisa Giorgi | ||||||||
| Director - Curriculum | 40.00 | 0.00 | $147,403 | $0 | $54,502 | Yes (X) | ||
| Suzanne Myklebust | ||||||||
| Director - Communications | 40.00 | 0.00 | $141,542 | $0 | $39,435 | Yes (X) | ||
| Aaron Osgood | ||||||||
| Sr. Director - Project Mgmt | 40.00 | 0.00 | $137,358 | $0 | $36,715 | Yes (X) | ||
| Barbara Kelly | ||||||||
| Director - External Relations | 40.00 | 0.00 | $130,501 | $0 | $35,663 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,681,570 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,122,165 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $536,008 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | 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 |
|---|---|---|---|---|---|
| Berlin Rosen Ltd | |||||
| 15 Maiden Lane Suite 1600 | New York | NY | 10038 | Communications & public relations | $1,427,974 |
| Concord Litho Group Inc | |||||
| 92 Old Turnpike Road | Concord | NH | 03301 | Printing & direct marketing services | $204,700 |
| Clearsight Inc | |||||
| 45 Jeniford Road | Fairfield | CT | 06824 | Social impact consultant | $185,010 |
| COPC Inc | |||||
| 941 West Morse Blvd Ste 100 | Winter Park | FL | 32789 | Quality management consultant | $161,499 |
| Herospace Digital Consulting | |||||
| 1840 Mulberry Avenue | San Antonio | TX | 78201 | IT services | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $12,446 | FederatedCampaignsAmt |
| Related Organizations | $7,287,328 | RelatedOrganizationsAmt |
| Government Grants | $2,887,337 | GovernmentGrantsAmt |
| All Other Contributions | $838,441 | AllOtherContributionsAmt |
| Total Contributions | $11,025,552 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Training support | Desc |
| Business | 611420 | BusinessCd |
| Total Revenue Column | $635,905 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $635,905 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $635,905 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,708 | TotalRevenueColumnAmt |
| Exclusion | $35,708 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,697,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $635,905 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,708 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,500 | TotalAmt |
| Program Services | $690,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,578 | TotalAmt |
| Program Services | $540,508 | ProgramServicesAmt |
| Management And General | $175,912 | ManagementAndGeneralAmt |
| Fundraising | $113,158 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,534,381 | TotalAmt |
| Program Services | $5,705,431 | ProgramServicesAmt |
| Management And General | $638,910 | ManagementAndGeneralAmt |
| Fundraising | $190,040 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,889 | TotalAmt |
| Program Services | $150,100 | ProgramServicesAmt |
| Management And General | $15,751 | ManagementAndGeneralAmt |
| Fundraising | $6,038 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,403 | TotalAmt |
| Program Services | $241,774 | ProgramServicesAmt |
| Management And General | $27,052 | ManagementAndGeneralAmt |
| Fundraising | $10,577 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,166 | TotalAmt |
| Program Services | $321,595 | ProgramServicesAmt |
| Management And General | $40,489 | ManagementAndGeneralAmt |
| Fundraising | $18,082 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,000 | TotalAmt |
| Management And General | $46,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,050 | TotalAmt |
| Program Services | $42,000 | ProgramServicesAmt |
| Management And General | $60,050 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,287,506 | TotalAmt |
| Program Services | $1,271,318 | ProgramServicesAmt |
| Management And General | $16,188 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,181,847 | TotalAmt |
| Program Services | $1,179,152 | ProgramServicesAmt |
| Management And General | $2,695 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,570 | TotalAmt |
| Program Services | $263,810 | ProgramServicesAmt |
| Management And General | $12,391 | ManagementAndGeneralAmt |
| Fundraising | $4,369 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,765 | TotalAmt |
| Program Services | $229,568 | ProgramServicesAmt |
| Fundraising | $7,197 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,826 | TotalAmt |
| Program Services | $549,111 | ProgramServicesAmt |
| Management And General | $26,072 | ManagementAndGeneralAmt |
| Fundraising | $11,643 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,076 | TotalAmt |
| Program Services | $63,520 | ProgramServicesAmt |
| Management And General | $27,924 | ManagementAndGeneralAmt |
| Fundraising | $8,632 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,303 | TotalAmt |
| Program Services | $1,303 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,390 | TotalAmt |
| Program Services | $89,999 | ProgramServicesAmt |
| Management And General | $11,331 | ManagementAndGeneralAmt |
| Fundraising | $5,060 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing & postage | $184,504 | $183,688 | $758 | $58 |
| Telecommunication expen | $142,177 | $133,312 | $6,128 | $2,737 |
| Miscellaneous | $26,998 | $21,503 | $5,493 | $2 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,168,929 | TotalAmt |
| Program Services | $11,678,192 | ProgramServicesAmt |
| Management And General | $1,113,144 | ManagementAndGeneralAmt |
| Fundraising | $377,593 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,764,046 | BOYAmt |
| EOY | $2,985,787 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,666,901 | BOYAmt |
| EOY | $886,109 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,898 | BOYAmt |
| EOY | $846,795 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,643 | BOYAmt |
| EOY | $272,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,271,550 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,131,031 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,339 | BOYAmt |
| EOY | $140,519 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,157 | BOYAmt |
| EOY | $1,816,204 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,542,984 | BOYAmt |
| EOY | $6,947,521 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $998,024 | BOYAmt |
| EOY | $1,594,176 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,468 | BOYAmt |
| EOY | $1,898,617 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,616,492 | BOYAmt |
| EOY | $3,492,793 | 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 | $4,600,894 | BOYAmt |
| EOY | $3,295,531 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,598 | BOYAmt |
| EOY | $159,197 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,926,492 | BOYAmt |
| EOY | $3,454,728 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,542,984 | BOYAmt |
| EOY | $6,947,521 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,471,764 | 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 | $5,959,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,762,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,035,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,583,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,025,552 | CurrentTaxYearAmt |
| Total | $37,366,950 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,959,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,762,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,035,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,583,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,025,552 | CurrentTaxYearAmt |
| Total | $37,366,950 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,260,724 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,106,226 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $552 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,708 | CurrentTaxYearAmt |
| Total | $37,407 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,157 | CurrentTaxYearMinus2YearsAmt |
| Total | $36,320 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,440,677 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,513,165 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61710 | 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 | $102,050 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $102,050 | 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 | $969,272 | DepreciationAmt |
| Book Value | $123,828 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $178,450 | OtherCostOrOtherBasisAmt |
| Depreciation | $161,759 | DepreciationAmt |
| Book Value | $16,691 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $140,519 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU Operating Lease | Desc |
| Book Value | $1,816,204 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,816,204 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU Operating Lease | Desc |
| Amt | $1,898,617 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,898,617 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,748,199 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $4,051,034 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $4,051,034 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,697,165 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,697,165 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,219,963 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,051,034 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $4,051,034 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,168,929 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,168,929 | 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 (34 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| All Hands Cultural Community Center | ||||||||
| 302 Tulsa Street | Wichita Falls | TX | 76301 | 833867072 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Athens Community Council on Aging Inc | ||||||||
| 135 Hoyt Street | Athens | GA | 30601 | 580977680 | 501(c)(3) | $15,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Black Business Alliance Peoria Chapter Inc | ||||||||
| 2139 SW Adams Street | Peoria | IL | 61602 | 474822225 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Breakthrough Urban Ministries Inc | ||||||||
| 402 N St Louis Avenue | Chicago | IL | 60624 | 363810926 | 501(c)(3) | $15,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Broad River Business Alliance | ||||||||
| 1120 Briargate Circle 21851 | Columbia | SC | 29210 | 853456484 | 501(c)(3) | $15,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Brookland Center for Community Economic Change | ||||||||
| PO Box 3292 | Columbia | SC | 29171 | 571183699 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Caldwell Senior Center Inc | ||||||||
| PO Box 933 | Lenoir | NC | 28645 | 561470254 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Center in the Park | ||||||||
| 5818 Germantown Avenue | Philadelphia | PA | 19144 | 231919016 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Clinton Essex Franklin Library System | ||||||||
| 33 Oak Street | Plattsburgh | NY | 12901 | 141646254 | 501(c)(3) | $28,500 | $0 | Grant to support the NY Digital Inclusion initiative |
| Delaware County Literacy Council | ||||||||
| 2217 Providence Avenue | Chester | PA | 19013 | 237423599 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Designstyles and Co LLC | ||||||||
| 1544 Southlake Pkwy Ste 9D | Morrow | GA | 30260 | 853493399 | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative | |
| Durham Center for Senior Life | ||||||||
| 406 Rigsbee Avenue Ste 202 | Durham | NC | 27701 | 560886647 | 501(c)(3) | $15,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Fill My Cup | ||||||||
| 8512 Ballard Hills Court | Charlotte | NC | 28215 | 680504774 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Impact Hub Houston | ||||||||
| 1801 Main Street Ste 1000 | Houston | TX | 77002 | 832379449 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Justa Center Inc | ||||||||
| 1001 W Jefferson Street | Phoenix | AZ | 85007 | 472389424 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Legacy Harvest Foundation | ||||||||
| 1270 Caroline Street Ste D120 433 | Atlanta | GA | 30307 | 461210416 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Literacy Volunteers of Maricopa County Inc | ||||||||
| 729 E Hatcher Road | Phoenix | AZ | 85020 | 942870927 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Mexican American Chamber of Commerce of Illinois | ||||||||
| 222 Merchandise Mart Plaza 1212 | Chicago | IL | 60654 | 363778777 | 501(c)(6) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Mid-State Literacy Council Inc | ||||||||
| 248 W Calder Way Ste 307 | State College | PA | 16801 | 251304265 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Orange County Literacy Council Inc | ||||||||
| 307 W Weaver Street | Carrboro | NC | 27510 | 561433933 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Philadelphia Works Inc | ||||||||
| 1617 John F Kennedy Blvd Fl 13 | Philadelphia | PA | 19103 | 233048942 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Philippine American Chamber of Commerce of PA and Southern NJ | ||||||||
| 2084 N Ridley Creek Road | Media | PA | 19063 | 462050911 | 501(c)(6) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Rebuild Durham Inc | ||||||||
| 139 S William Street | Henderson | NC | 27536 | 562150393 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Richardson Adult Literacy Center | ||||||||
| PO Box 835936 | Richardson | TX | 75083 | 752337073 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| River Parishes Community College | ||||||||
| 925 W Edenborne Pkwy | Gonzales | LA | 70737 | 721424618 | Gov't entity | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Senior Adult Activity Center of the Phoenixville Area | ||||||||
| 153 Church Street | Phoenixville | PA | 19460 | 232107124 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Senior Citizens of Greater Dallas Inc (The Senior Source) | ||||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | 751085555 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Shaw University | ||||||||
| 118 East South Street | Raleigh | NC | 27601 | 560530235 | 501(c)(3) | $15,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Southern Adirondack Library System | ||||||||
| 22 Whitey Place | Saratoga Springs | NY | 12866 | 141437196 | Gov't entity | $56,000 | $0 | Grant to support the NY Digital Inclusion initiative |
| Temple University of the Commonwealth System of Higher Education | ||||||||
| 2450 W Hunting Park Avenue | Philadelphia | PA | 19129 | 231365971 | 501(c)(3) | $15,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Thrive New Orleans | ||||||||
| 1433 N Claiborne Avenue | New Orleans | LA | 70116 | 261824498 | 501(c)(3) | $15,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Waukegan Township | ||||||||
| 149 S Genesee Street | Waukegan | IL | 60085 | 366006493 | Government | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Women's Business Enterprise Council South | ||||||||
| 401 Saint Joseph Street Ste 2A | New Orleans | LA | 70130 | 721282436 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| You Empower | ||||||||
| 2591 CR 3405 | Jacksonville | TX | 75766 | 832798012 | 501(c)(3) | $20,000 | $0 | Grant to support the Digital Skills 50 Plus initiative |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 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 | $570,546 | $0 | $197,183 | $0 | $5,242 | $0 | $65,148 | $0 | $23,960 | $0 | $862,079 | $0 | $0 |
| Thomas Kamber | ||||||||||||||
| OATS Executive Director | $275,016 | $0 | $58,941 | $0 | $96,111 | $0 | $13,358 | $52,948 | $8,528 | $0 | $451,954 | $52,948 | $0 | $0 |
| Sarah Shaw | ||||||||||||||
| Secretary & AARP SVP Legal | $0 | $278,583 | $0 | $65,235 | $0 | $5,376 | $0 | $65,148 | $0 | $14,677 | $0 | $429,019 | $0 | $0 |
| Frederick Fields | ||||||||||||||
| Treasurer & OATS VP Strate | $219,341 | $0 | $46,935 | $0 | $77,108 | $0 | $10,651 | $46,225 | $23,588 | $0 | $377,623 | $46,225 | $0 | $0 |
| Alexander Glazebrook | ||||||||||||||
| Director - Operations | $170,542 | $0 | $28,549 | $0 | $152,223 | $0 | $7,964 | $34,562 | $2,936 | $0 | $362,214 | $34,562 | $0 | $0 |
| Marisa Giorgi | ||||||||||||||
| Director - Curriculum | $126,670 | $0 | $16,698 | $0 | $4,035 | $0 | $5,735 | $24,889 | $23,878 | $0 | $177,016 | $24,889 | $0 | $0 |
| Suzanne Myklebust | ||||||||||||||
| Director - Communications | $128,721 | $0 | $6,961 | $0 | $5,860 | $0 | $5,427 | $23,554 | $10,454 | $0 | $157,423 | $23,554 | $0 | $0 |
| Aaron Osgood | ||||||||||||||
| Sr. Director - Project Mgmt | $115,909 | $0 | $17,449 | $0 | $4,000 | $0 | $5,334 | $23,151 | $8,230 | $0 | $150,922 | $23,151 | $0 | $0 |
| Barbara Kelly | ||||||||||||||
| Director - External Relations | $109,422 | $0 | $16,698 | $0 | $4,381 | $0 | $5,045 | $21,894 | $8,724 | $0 | $144,270 | $21,894 | $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. | 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 | 0 | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP Inc - Cash Contributions | ||
| C | $5,487,328 | cash paid |
| AARP Inc - In-kind shared services | ||
| M | $4,051,034 | allocable cost |
| Andrus Insurance Fund Inc | ||
| R | $23,259 | insurance premium paid |
| AARP Foundation | ||
| C | $1,800,000 | grant agreement |
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