2023-06-23T15:44:35-05:00 2022-12-31 990 2022-01-01 550882599 Older Adults Technology Services OLDE 7183601707 168 7th Street 3A Brooklyn NY 11215 Thomas Kamber Executive Director 7183601707 2023-06-23 Thomas Kamber 999009999 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Thomas Kamber 168 7th Street 3A Brooklyn NY 11215 11697165 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. 12 11 89 51 0 0 9583493 11025552 944368 635905 3 35708 0 0 10527864 11697165 0 690500 0 0 5302994 8195417 0 0 377593 3158550 4283012 8461544 13168929 2066320 -1471764 6542984 6947521 1616492 3492793 4926492 3454728 X The organization's mission is to harness the power of technology to change the way we age. 0 0 11678192 690500 635905 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 11678192 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 0 0 1 34 0 1 89 1 0 0 0 0 0 0 0 0 0 0 X 12 11 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 0.00 X 0 0 0 Heidi Margulis Vice Chair 1.00 0.00 X 0 0 0 Amanda Del Balso Cantwell Director 1.00 0.00 X 0 0 0 Robert DiMatteo Director 1.00 0.00 X 0 0 0 Jared Goralnick Director 1.00 0.00 X 0 0 0 Neil Harrison Director 1.00 0.00 X 0 0 0 Anita L Holt Director 1.00 0.00 X 0 0 0 Lenard Kaye Director 1.00 0.00 X 0 0 0 Aviva Sufian Director 1.00 0.00 X 0 0 0 Jenny Wong Director 1.00 0.00 X 0 0 0 Thomas Kamber OATS Executive Director 40.00 0.00 X X 430068 0 74834 Scott M Frisch Director & AARP EVP & COO 1.00 40.00 X 0 772971 89108 Sarah Shaw Secretary & AARP SVP Legal 1.00 40.00 X 0 349194 79825 Frederick Fields Treasurer & OATS VP Strate 40.00 0.00 X 343384 0 80464 Alexander Glazebrook Director - Operations 40.00 0.00 X 351314 0 45462 Marisa Giorgi Director - Curriculum 40.00 0.00 X 147403 0 54502 Suzanne Myklebust Director - Communications 40.00 0.00 X 141542 0 39435 Aaron Osgood Sr. Director - Project Mgmt 40.00 0.00 X 137358 0 36715 Barbara Kelly Director - External Relations 40.00 0.00 X 130501 0 35663 1681570 1122165 536008 14 0 1 0 Berlin Rosen Ltd 15 Maiden Lane Suite 1600 New York NY 10038 Communications & public relations 1427974 Concord Litho Group Inc 92 Old Turnpike Road Concord NH 03301 Printing & direct marketing services 204700 Clearsight Inc 45 Jeniford Road Fairfield CT 06824 Social impact consultant 185010 COPC Inc 941 West Morse Blvd Ste 100 Winter Park FL 32789 Quality management consultant 161499 Herospace Digital Consulting 1840 Mulberry Avenue San Antonio TX 78201 IT services 120000 7 12446 7287328 2887337 838441 11025552 Training support 611420 635905 635905 635905 35708 35708 11697165 635905 0 35708 690500 690500 829578 540508 175912 113158 6534381 5705431 638910 190040 171889 150100 15751 6038 279403 241774 27052 10577 380166 321595 40489 18082 46000 46000 102050 42000 60050 1287506 1271318 16188 1181847 1179152 2695 280570 263810 12391 4369 236765 229568 7197 586826 549111 26072 11643 100076 63520 27924 8632 1303 1303 106390 89999 11331 5060 Printing & postage 184504 183688 758 58 Telecommunication expen 142177 133312 6128 2737 Miscellaneous 26998 21503 5493 2 13168929 11678192 1113144 377593 3764046 2985787 1666901 886109 186898 846795 83643 272107 1271550 1131031 229339 140519 612157 1816204 6542984 6947521 998024 1594176 618468 1898617 1616492 3492793 X 4600894 3295531 325598 159197 4926492 3454728 6542984 6947521 -1471764 0 X 0 1 X 1 0 X 5959290 4762812 6035803 9583493 11025552 37366950 5959290 4762812 6035803 9583493 11025552 37366950 16260724 21106226 552 644 500 3 35708 37407 21963 7200 7157 36320 37440677 3513165 0.56370 0.61710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 102050 0 0 102050 0 Part II-B, Line 1: Lobbyists were retained to handle budget, regulatory and compliance issues of importance to OATS. 1093100 969272 123828 178450 161759 16691 140519 ROU Operating Lease 1816204 1816204 ROU Operating Lease 1898617 1898617 X 15748199 4051034 4051034 11697165 0 11697165 17219963 4051034 4051034 13168929 0 13168929 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 All Hands Cultural Community Center 302 Tulsa Street Wichita Falls TX 76301 833867072 501(c)(3) 20000 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) 15000 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) 20000 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) 15000 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) 15000 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) 20000 0 Grant to support the Digital Skills 50 Plus initiative Caldwell Senior Center Inc PO Box 933 Lenoir NC 28645 561470254 501(c)(3) 20000 0 Grant to support the Digital Skills 50 Plus initiative Center in the Park 5818 Germantown Avenue Philadelphia PA 19144 231919016 501(c)(3) 20000 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) 28500 0 Grant to support the NY Digital Inclusion initiative Delaware County Literacy Council 2217 Providence Avenue Chester PA 19013 237423599 501(c)(3) 20000 0 Grant to support the Digital Skills 50 Plus initiative Designstyles and Co LLC 1544 Southlake Pkwy Ste 9D Morrow GA 30260 853493399 20000 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) 15000 0 Grant to support the Digital Skills 50 Plus initiative Fill My Cup 8512 Ballard Hills Court Charlotte NC 28215 680504774 501(c)(3) 20000 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) 20000 0 Grant to support the Digital Skills 50 Plus initiative Justa Center Inc 1001 W Jefferson Street Phoenix AZ 85007 472389424 501(c)(3) 20000 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) 20000 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) 20000 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) 20000 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) 20000 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) 20000 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) 20000 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) 20000 0 Grant to support the Digital Skills 50 Plus initiative Rebuild Durham Inc 139 S William Street Henderson NC 27536 562150393 501(c)(3) 20000 0 Grant to support the Digital Skills 50 Plus initiative Richardson Adult Literacy Center PO Box 835936 Richardson TX 75083 752337073 501(c)(3) 20000 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 20000 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) 20000 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) 20000 0 Grant to support the Digital Skills 50 Plus initiative Shaw University 118 East South Street Raleigh NC 27601 560530235 501(c)(3) 15000 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 56000 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) 15000 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) 15000 0 Grant to support the Digital Skills 50 Plus initiative Waukegan Township 149 S Genesee Street Waukegan IL 60085 366006493 Government 20000 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) 20000 0 Grant to support the Digital Skills 50 Plus initiative You Empower 2591 CR 3405 Jacksonville TX 75766 832798012 501(c)(3) 20000 0 Grant to support the Digital Skills 50 Plus initiative 31 3 X X X 0 0 0 1 1 0 0 0 0 Scott M Frisch Director & AARP EVP & COO 0 570546 0 197183 0 5242 0 65148 0 23960 0 862079 0 0 Thomas Kamber OATS Executive Director 275016 0 58941 0 96111 0 13358 52948 8528 0 451954 52948 0 0 Sarah Shaw Secretary & AARP SVP Legal 0 278583 0 65235 0 5376 0 65148 0 14677 0 429019 0 0 Frederick Fields Treasurer & OATS VP Strate 219341 0 46935 0 77108 0 10651 46225 23588 0 377623 46225 0 0 Alexander Glazebrook Director - Operations 170542 0 28549 0 152223 0 7964 34562 2936 0 362214 34562 0 0 Marisa Giorgi Director - Curriculum 126670 0 16698 0 4035 0 5735 24889 23878 0 177016 24889 0 0 Suzanne Myklebust Director - Communications 128721 0 6961 0 5860 0 5427 23554 10454 0 157423 23554 0 0 Aaron Osgood Sr. Director - Project Mgmt 115909 0 17449 0 4000 0 5334 23151 8230 0 150922 23151 0 0 Barbara Kelly Director - External Relations 109422 0 16698 0 4381 0 5045 21894 8724 0 144270 21894 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. 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 0 0 1 0 AARP Inc - Cash Contributions C 5487328 cash paid AARP Inc - In-kind shared services M 4051034 allocable cost Andrus Insurance Fund Inc R 23259 insurance premium paid AARP Foundation C 1800000 grant agreement