OLDER ADULTS TECHNOLOGY SERVICES INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OLDER ADULTS TECHNOLOGY SERVICES INC (EIN 55-0882599)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-28
- IRS object ID
- 202511489349301236
- Schema version
- 2024v5.1
- Note
- A later return for the same period supersedes this one.
- 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 | 2025-05-28T15:53:41-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550882599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Older Adults Technology Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLDE | BusinessNameControlTxt |
| Phone | 7183601707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 236 West 30th Street 8th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Kamber | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7183601707 | PhoneNum |
| Signature | 2025-05-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | 236 West 30th Street 8th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,686,197 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oats.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | The organization's mission is to harness the power of technology to change the way we age. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 83 | TotalEmployeeCnt |
| Total Volunteers | 91 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,563,501 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,964,194 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,571,056 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,654,468 | CYProgramServiceRevenueAmt |
| PY Investment Income | $123,031 | PYInvestmentIncomeAmt |
| CY Investment Income | $67,535 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,257,588 | PYTotalRevenueAmt |
| CY Total Revenue | $18,686,197 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $442,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,950,049 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,770,561 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $422,239 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,078,764 | PYOtherExpensesAmt |
| CY Other Expenses | $4,547,011 | CYOtherExpensesAmt |
| PY Total Expenses | $13,044,313 | PYTotalExpensesAmt |
| CY Total Expenses | $15,760,172 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $213,275 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,926,025 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,594,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,158,472 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,926,744 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,564,445 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,668,003 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,594,027 | 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 | $13,750,920 | ExpenseAmt |
| Grant | $442,600 | GrantAmt |
| Revenue | $1,654,468 | RevenueAmt |
| Desc | Senior Planet is the name of the award-winning set of program experiences through which OATSengages a diverse array of older adults and the organizations that serve them across America. Individual Senior Planet participants share a collective commitment to "Aging with Attitude and their active participation in the world-class programming that OATS delivers through a variety ofdelivery 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 and virtually at seniorplanet.org, the organization also offers a unique licensing program that enables hundreds of qualified community-based sites to provide in-person Senior Planet experiences to older residents in their local urban, suburban, and rural communities in more than 35 states across America.Below is a summary of the key accomplishments of OATS in 2024.2024 Key Projects:Senior Planet provided over 670,000 engagements to new and returning participants through our virtual, in-person, and licensing programs.Senior Planet offered over 3,400 live online classes in 2024, with participants representing all fifty states engaging in these programs over 430,000 times. Senior Planet also expanded its online programming and hotline hours to include Saturdays, marking the first time the organization has consistently offered weekend programming in its history. Fitness offerings continued to be popular among older adult participants. OATS continued 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 maintained their operations, while in-person training continued through partners in Texas, Maryland, and California . The organization also continued delivering in-person programs in collaboration with AARP state offices across the country. The newest Senior Planet Center in Miami, Florida officially opened its doors to participants in March of 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 2024, the Senior Planet Licensing program grew to over 450 licensing sites nationwide, covering 35 states. Thought Leadership Highlights:OATS expanded its work in 2024 to support the growing need for access to digital literacy training for older adults across the country. In August 2024, OATS worked with the AARP Hawaii State Office to support the Generations Magazine Aging in Place Conference on Oahu. Senior Planet trainer Sherlyn Freeman led three live classes at the conference on topics including smart homes, digital wallets and streaming & smart TVs. In addition to participating at the conference, OATS West Regional Program Manager Ryan Kawamoto led a meeting with stakeholders, and Sherlyn taught two classes on AI and privacy management on Maui.In October 2024, OATS Executive Director Tom Kamber attended the Grantmakers in Aging conference in Detroit alongside the Director of Strategy of the Humana Foundation Keni Winchester. Together they presented on digital literacy, aging, and collaborative partnerships - and addressed the importance of bridging the digital divide for older adults.Press and Media Highlights: In 2024, OATS was selected as a Platinum Winner in the 2024 AVA Digital Awards for its "Aging with Attitude and Gratitude" video highlighting a Senior Planet licensing program partner in upstate New York. The video also garnered a 2024 Silver Telly Award in the category of Branded Content - Not-for-profit. The AVA Digital Awards also labeled OATS a Gold Winner for "Solving for X at the End of Life" an op-ed written by OATS Executive Director Tom Kamber for Next Avenue about the desire of older adults to fill their final days with meaningful experiences and leave their affairs in order. OATS was also a recipient of a 2024 Distinction in the 30th Annual Communicator Awards for its 2023 Senior Planet Sponsored Athlete public relations campaign. This award recognizes the success that OATS achieved in telling the stories of five older adult fitness ambassadors from across the United States. With a focus on local, hometown pitching, OATS secured feature press highlights for all five team members.Featured Press Mentions:1. February 19, 2024 - Nonprofit Quarterly: Investing in Digital Literacy to Better the Health of America's Seniors2. April 2024 - 5280 Denver's Mile High Magazine: How Colorado is Addressing Its (Massive) Aging Population3. April 29, 2024 - CBS News: AARP's Senior Planet offers free tech courses for the 50+ set4. May 7, 2024 - TechCrunch: Microsoft and OpenAI launch $2M fund to counter election deepfakes5. June 12, 2024 - Woman's World: Experts' 7 Best Chair Exercises for Seniors That Improve Strength, Balance and Flexibility6. July 28, 2024 - Maui Now: AARP Hawai'i, Senior Planet offer free Tech Talk classes at Kaunoa Senior Center7. August 8, 2024 - WVNY-TV ABC 22 News: North Country, NY Emergency Preparedness Segment8. September 19, 2024 - CBS News: Mental health resources in the social media age - A Breaking the Stigma Special9. September 21, 2024 - Wired: The Best Tech Support Services for Seniors10. September 26, 2024 - Forbes: Why It's Time To Get Over The Broadband Affordability Fixation11. November 21, 2024 - KOAA News 5 Online: Technology hot line to help senior community navigate the internet, electronics 12. December 11, 2024 - Business Insider: A 59-year-old who prioritized work and family got fit after a health scare. Aged 72, he's a medal-winning athlete who works out dailyTo learn more about OATS and Senior Planet visit oats.org and SeniorPlanet.org | Desc |
| Total Program Service Expenses | $13,750,920 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 83 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024346755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | 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 |
|---|---|---|---|---|---|---|---|---|
| Neil Harrison | ||||||||
| Interim Chair as of 1/19/2024 | 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 | ||
| Anita L Holt | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lenard Kaye | ||||||||
| Director until 9/10/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeannee Parker Martin | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Aviva Sufian | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michele Thomas | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Najia Orr | ||||||||
| Director - 3/5/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rigo Saborio | ||||||||
| Director - 3/5/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Ginna Baik | ||||||||
| Chair until 1/19/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott M Frisch | ||||||||
| Director & AARP EVP & COO | 1.00 | 40.00 | Yes (X) | $0 | $1,024,073 | $75,492 | ||
| Sarah Shaw | ||||||||
| Secretary & AARP SVP Legal | 1.00 | 40.00 | $0 | $400,044 | $64,426 | Yes (X) | ||
| Thomas Kamber | ||||||||
| OATS Executive Director | 40.00 | 0.00 | $560,182 | $0 | $57,258 | Yes (X) | ||
| Frederick Fields | ||||||||
| VP - Strat, Planning & Adm | 40.00 | 0.00 | $448,710 | $0 | $75,222 | Yes (X) | ||
| Alexander Glazebrook | ||||||||
| VP - Program Operations | 40.00 | 0.00 | $256,333 | $0 | $35,933 | Yes (X) | ||
| Marisa Giorgi | ||||||||
| Director - Curriculum | 40.00 | 0.00 | $175,069 | $0 | $51,536 | Yes (X) | ||
| Suzanne Myklebust | ||||||||
| Director - Communications | 40.00 | 0.00 | $175,350 | $0 | $33,854 | Yes (X) | ||
| Ines Escandon | ||||||||
| Director - Impact & Learning | 40.00 | 0.00 | $159,925 | $0 | $38,355 | Yes (X) | ||
| Jesse Werthman | ||||||||
| Finance Director - NYC | 40.00 | 0.00 | $174,460 | $0 | $51,431 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,950,029 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,424,117 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $483,507 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | 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 |
|---|---|---|---|---|---|
| HITT Contracting Inc | |||||
| PO Box 37762 | Baltimore | MD | 21297 | Building construction | $692,830 |
| NYC Builders Contracting Group Inc | |||||
| 59-08 56th Street | Maspeth | NY | 11378 | Building construction | $349,548 |
| The Asian Americans for Community Involv | |||||
| 2400 Moorpark Ave Ste 300 | San Jose | CA | 95128 | Technology services | $344,388 |
| Facebook Inc | |||||
| 1601 Willow Road | Menlo Park | CA | 94025 | Advertising services | $196,721 |
| One Diversified Inc | |||||
| 2975 Northwoods Pkwy | Norcross | GA | 30071 | Technology solutions consultant | $169,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $9,867 | FederatedCampaignsAmt |
| Related Organizations | $8,188,917 | RelatedOrganizationsAmt |
| Government Grants | $3,071,119 | GovernmentGrantsAmt |
| All Other Contributions | $5,694,291 | AllOtherContributionsAmt |
| Total Contributions | $16,964,194 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Training support | Desc |
| Business | 611420 | BusinessCd |
| Total Revenue Column | $1,654,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,654,468 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,654,468 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,535 | TotalRevenueColumnAmt |
| Exclusion | $67,535 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,686,197 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,654,468 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $67,535 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,600 | TotalAmt |
| Program Services | $442,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,924 | TotalAmt |
| Program Services | $425,616 | ProgramServicesAmt |
| Management And General | $519,523 | ManagementAndGeneralAmt |
| Fundraising | $129,785 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,820,080 | TotalAmt |
| Program Services | $7,287,062 | ProgramServicesAmt |
| Management And General | $411,502 | ManagementAndGeneralAmt |
| Fundraising | $121,516 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,755 | TotalAmt |
| Program Services | $180,194 | ProgramServicesAmt |
| Management And General | $13,197 | ManagementAndGeneralAmt |
| Fundraising | $4,364 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,634 | TotalAmt |
| Program Services | $1,040,870 | ProgramServicesAmt |
| Management And General | $125,061 | ManagementAndGeneralAmt |
| Fundraising | $37,703 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,168 | TotalAmt |
| Program Services | $400,449 | ProgramServicesAmt |
| Management And General | $57,476 | ManagementAndGeneralAmt |
| Fundraising | $16,243 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,000 | TotalAmt |
| Management And General | $48,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,050 | TotalAmt |
| Program Services | $123,000 | ProgramServicesAmt |
| Management And General | $60,050 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,727 | TotalAmt |
| Program Services | $1,036,623 | ProgramServicesAmt |
| Fundraising | $4,104 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,291 | TotalAmt |
| Program Services | $372,138 | ProgramServicesAmt |
| Management And General | $1,153 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,250 | TotalAmt |
| Program Services | $202,020 | ProgramServicesAmt |
| Management And General | $31,370 | ManagementAndGeneralAmt |
| Fundraising | $3,860 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,330 | TotalAmt |
| Program Services | $313,888 | ProgramServicesAmt |
| Management And General | $14,651 | ManagementAndGeneralAmt |
| Fundraising | $8,791 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,313,394 | TotalAmt |
| Program Services | $1,168,742 | ProgramServicesAmt |
| Management And General | $91,613 | ManagementAndGeneralAmt |
| Fundraising | $53,039 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,294 | TotalAmt |
| Program Services | $171,258 | ProgramServicesAmt |
| Management And General | $19,259 | ManagementAndGeneralAmt |
| Fundraising | $5,777 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,622 | TotalAmt |
| Program Services | $18,574 | ProgramServicesAmt |
| Management And General | $48 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,981 | TotalAmt |
| Program Services | $227,487 | ProgramServicesAmt |
| Management And General | $61,746 | ManagementAndGeneralAmt |
| Fundraising | $35,748 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,516 | TotalAmt |
| Management And General | $18,516 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing & postage | $211,574 | $210,136 | $455 | $983 |
| Miscellaneous | $144,394 | $65,365 | $79,029 | $0 |
| Telecommunication expen | $67,668 | $64,898 | $2,444 | $326 |
| Taxes & licenses | $31,920 | $0 | $31,920 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,760,172 | TotalAmt |
| Program Services | $13,750,920 | ProgramServicesAmt |
| Management And General | $1,587,013 | ManagementAndGeneralAmt |
| Fundraising | $422,239 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,585 | BOYAmt |
| EOY | $196,708 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,902,835 | BOYAmt |
| EOY | $4,820,456 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,415,854 | BOYAmt |
| EOY | $1,358,985 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,719,778 | BOYAmt |
| EOY | $2,264,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,235,835 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,542,127 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,505 | BOYAmt |
| EOY | $2,693,708 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,293,190 | BOYAmt |
| EOY | $3,823,905 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,594,747 | BOYAmt |
| EOY | $15,158,472 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,163,910 | BOYAmt |
| EOY | $1,859,420 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $650,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,762,834 | BOYAmt |
| EOY | $6,055,025 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,926,744 | BOYAmt |
| EOY | $8,564,445 | 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 | $2,479,529 | BOYAmt |
| EOY | $3,431,705 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,188,474 | BOYAmt |
| EOY | $3,162,322 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,668,003 | BOYAmt |
| EOY | $6,594,027 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,594,747 | BOYAmt |
| EOY | $15,158,472 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,926,025 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1 | 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 | $6,035,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,583,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,025,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,563,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,964,194 | CurrentTaxYearAmt |
| Total | $55,172,543 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,035,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,583,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,025,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,563,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,964,194 | CurrentTaxYearAmt |
| Total | $55,172,543 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,839,526 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,333,017 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,535 | CurrentTaxYearAmt |
| Total | $226,777 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,157 | CurrentTaxYearMinus4YearsAmt |
| Total | $7,157 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,406,477 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,533,045 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63610 | 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 | $183,050 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $183,050 | 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 | $3,588,653 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,301,061 | DepreciationAmt |
| Book Value | $2,287,592 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $647,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $241,066 | DepreciationAmt |
| Book Value | $406,116 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,693,708 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU Operating Lease | Desc |
| Book Value | $3,823,905 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,823,905 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROU Operating Lease | $4,318,029 |
| Due to Affiliates | $1,736,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,055,025 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,897,036 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $4,210,839 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $4,210,839 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,686,197 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,686,197 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,971,011 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,210,839 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $4,210,839 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,760,172 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,760,172 | 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 (46 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 3 Leaf Literacy Leadership and Learning Institute | ||||||||
| 5209 Clubview Drive | Dallas | TX | 75232 | 522416615 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| All Hands Cultural Community Center | ||||||||
| 302 Tulsa Street | Wichita Falls | TX | 76301 | 833867072 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Austin Area Urban League Inc | ||||||||
| 8011 Cameron Road Ste A 100 | Austin | TX | 78754 | 741890518 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Baltimore County Maryland | ||||||||
| 400 Washington Avenue Rm 150 | Towson | MD | 21204 | 526000889 | Government | $10,000 | $0 | Grant to support OATS' Senior Planet Program |
| Be Better Not Bitter Inc | ||||||||
| 288 Derby Run | Dallas | GA | 30132 | 811323642 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Big Brothers Big Sisters of the Sun Coast | ||||||||
| 5731 Rosin Way | Sarasota | FL | 34233 | 591361826 | 501(c)(3) | $5,160 | $0 | Grant to support OATS' Senior Planet Program |
| Black Business Alliance Peoria Chapter Inc | ||||||||
| 2139 SW Adams Street | Peoria | IL | 61602 | 474822225 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Broad River Business Alliance | ||||||||
| 1120 Briargate Circle 21851 | Columbia | SC | 29210 | 853456484 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| City of Chicopee | ||||||||
| 274 Front Steet Fl 3 Annex | Chicopee | MA | 01013 | 046001385 | Government | $10,000 | $0 | Grant to support OATS' Senior Planet Program |
| City of Pottsboro | ||||||||
| PO Box 477 | Pottsboro | TX | 75076 | 756003903 | Government | $9,000 | $0 | Grant to support OATS' Senior Planet Program |
| City of Tempe | ||||||||
| 20 E 6th Street | Tempe | AZ | 85281 | 866000262 | Government | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| City of Wauwatosa | ||||||||
| 7725 W North Avenue | Wauwatosa | WI | 53213 | 396005650 | Government | $5,160 | $0 | Grant to support OATS' Senior Planet Program |
| City of West Allis | ||||||||
| 7525 W Greenfield Avenue | West Allis | WI | 53214 | 396005651 | Government | $5,160 | $0 | Grant to support OATS' Senior Planet Program |
| Clare Oaks | ||||||||
| 825 Carillon Drive | Bartlett | IL | 60103 | 010729134 | 501(c)(3) | $5,160 | $0 | Grant to support OATS' Senior Planet Program |
| Colorado State University Foundation | ||||||||
| 300 University Services Center | Fort Collins | CO | 80523 | 237098397 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program |
| Connections Area Agency On Aging Inc | ||||||||
| 300 W Broadway Ste 240 | Council Bluffs | IA | 51503 | 421146108 | 501(c)(3) | $5,160 | $0 | Grant to support OATS' Senior Planet Program |
| County of Davidson | ||||||||
| 913 Greensboro Street | Lexington | NC | 27292 | 566000294 | Government | $10,000 | $0 | Grant to support OATS' Senior Planet Program |
| Delaware County Literacy Council | ||||||||
| 2217 Providence Avenue | Chester | PA | 19013 | 237423599 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Designstyles and Co LLC | ||||||||
| 1544 Southlake Pkwy Ste 9D | Morrow | GA | 30260 | 853493399 | $6,000 | $0 | Grant to support OATS' Senior Planet Program | |
| Durham Center for Senior Life | ||||||||
| 406 Rigsbee Avenue Ste 202 | Durham | NC | 27701 | 560886647 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Rebuild Communitites NC | ||||||||
| 139 S Williams Street | Henderson | NC | 27536 | 922749125 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Family Service Center of Houston and Harris County | ||||||||
| PO Box 70068 | Houston | TX | 77270 | 741152613 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Fill My Cup | ||||||||
| 8512 Ballard Hills Court | Charlotte | NC | 28215 | 680504774 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Forsyth County Board Commissioners | ||||||||
| 110 E Main Street | Cumming | GA | 30040 | 586000828 | Government | $10,000 | $0 | Grant to support OATS' Senior Planet Program |
| Fresno County Economic Opportunities | ||||||||
| 1920 Mariposa Street Ste 330 | Fresno | CA | 93721 | 941606519 | 501(c)(3) | $50,000 | $0 | Grant to support OATS' Senior Planet Program |
| Gervonni Cares Inc | ||||||||
| 10332 W Crown King Road | Tolleson | AZ | 85353 | 852229689 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Heritage Place of Indianapolis Inc | ||||||||
| 4550 N Illinois Street | Indianapolis | IN | 46208 | 351436580 | 501(c)(3) | $5,160 | $0 | Grant to support OATS' Senior Planet Program |
| Impact Hub Houston | ||||||||
| 1801 Main Street Ste 1000 | Houston | TX | 77002 | 832379449 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Indiana University | ||||||||
| 400 E 7th St Poplars Bldg Rm 501 | Bloomington | IN | 47405 | 356001673 | 501(c)(3) | $5,160 | $0 | Grant to support OATS' Senior Planet Program |
| Jewish Family Service of San Diego | ||||||||
| 8804 Balboa Avenue | San Diego | CA | 92123 | 951644024 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program |
| Learn Idaho | ||||||||
| 5707 W Hidden Springs Drive | Boise | ID | 83714 | 844098904 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program |
| L-H Transitional Center Inc | ||||||||
| 2410 Caplin Street | Houston | TX | 77026 | 760654765 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Little Brothers Friends of the Elderly | ||||||||
| 3305 Washington Street | Jamaica Plain | MA | 02130 | 042681294 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program |
| Mid-State Literacy Council Inc | ||||||||
| 248 W Calder Way Ste 307 | State College | PA | 16801 | 251304265 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| New Hanover County | ||||||||
| 230 Government Center Dr Ste 165 | Wilmington | NC | 28403 | 566000324 | Government | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Orlando Community and Youth Trust Inc | ||||||||
| 595 N Primrose Drive | Orlando | FL | 32803 | 650572536 | 501(c)(3) | $55,160 | $0 | Grant to support OATS' Senior Planet Program |
| Philadelphia Works Inc | ||||||||
| 1617 John F Kennedy Blvd Fl 13 | Philadelphia | PA | 19103 | 233048942 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Senior Citizens of Greater Dallas Inc | ||||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | 751085555 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Senior Renaissance Center | ||||||||
| 4805 Park Avenue | Nashville | TN | 37209 | 455344709 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program |
| Serving Older Adults of Southeast Wisconsin | ||||||||
| 2601 W Howard Avenue | Milwaukee | WI | 53221 | 830637217 | 501(c)(3) | $5,160 | $0 | Grant to support OATS' Senior Planet Program |
| Southeast Gwinnett Cooperative Ministry | ||||||||
| 55 Grayson Industrial Parkway | Grayson | GA | 30017 | 581991483 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program |
| Temple University of the Commonwealth | ||||||||
| 2450 W Hunting Park Avenue | Philadelphia | PA | 19129 | 231365971 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| The Links Foundation Incorporated | ||||||||
| 1200 Massachusetts Ave NW | Washington | DC | 20005 | 521170830 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program |
| Vivalon | ||||||||
| 930 Tamalpais Avenue | San Rafael | CA | 94901 | 941422463 | 501(c)(3) | $10,000 | $0 | Grant to support OATS' Senior Planet Program |
| Winter Park Library Association | ||||||||
| 1052 W Morse Blvd | Winter Park | FL | 32789 | 590794396 | 501(c)(3) | $5,160 | $0 | Grant to support OATS' Senior Planet Program |
| Young Men's Christian Association of Greater El Paso | ||||||||
| 810 Wyoming Avenue | El Paso | TX | 79902 | 741109880 | 501(c)(3) | $6,000 | $0 | Grant to support OATS' Senior Planet Program |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 45 | Total501c3OrgCnt |
| Total Other Org | 1 | 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 | $613,994 | $0 | $407,757 | $0 | $2,322 | $0 | $47,024 | $0 | $28,468 | $0 | $1,099,565 | $0 | $0 |
| Thomas Kamber | ||||||||||||||
| OATS Executive Director | $295,400 | $0 | $262,739 | $0 | $2,043 | $0 | $13,800 | $33,224 | $10,234 | $0 | $584,216 | $33,224 | $0 | $0 |
| Frederick Fields | ||||||||||||||
| VP - Strat, Planning & Adm | $239,439 | $0 | $207,676 | $0 | $1,595 | $0 | $13,800 | $33,224 | $28,198 | $0 | $490,708 | $33,224 | $0 | $0 |
| Sarah Shaw | ||||||||||||||
| Secretary & AARP SVP Legal | $0 | $311,331 | $0 | $87,063 | $0 | $1,650 | $0 | $47,024 | $0 | $17,402 | $0 | $464,470 | $0 | $0 |
| Alexander Glazebrook | ||||||||||||||
| VP - Program Operations | $200,649 | $0 | $55,417 | $0 | $267 | $0 | $10,243 | $24,659 | $1,031 | $0 | $267,607 | $24,659 | $0 | $0 |
| Marisa Giorgi | ||||||||||||||
| Director - Curriculum | $146,136 | $0 | $28,610 | $0 | $323 | $0 | $6,990 | $16,828 | $27,718 | $0 | $209,777 | $16,828 | $0 | $0 |
| Jesse Werthman | ||||||||||||||
| Finance Director - NYC | $144,493 | $0 | $29,531 | $0 | $436 | $0 | $6,961 | $16,759 | $27,711 | $0 | $209,132 | $16,759 | $0 | $0 |
| Suzanne Myklebust | ||||||||||||||
| Director - Communications | $144,265 | $0 | $30,800 | $0 | $285 | $0 | $7,003 | $16,859 | $9,992 | $0 | $192,345 | $16,859 | $0 | $0 |
| Ines Escandon | ||||||||||||||
| Director - Impact & Learning | $133,790 | $0 | $25,580 | $0 | $555 | $0 | $6,375 | $15,347 | $16,633 | $0 | $182,933 | $15,347 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 5 | FormAndLineReferenceDesc |
| Explanation | Older Adults Technology Services participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, one of which is gross revenue of AARP and its affiliates. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 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. |
| Form 990, Part XI, line 9: | Rounding adjustment -1. |
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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP Inc - cash contributions | ||
| C | $7,304,596 | cash paid |
| AARP Inc - grant awards | ||
| C | $96,000 | grant agreement |
| AARP Inc - in-kind shared services | ||
| M | $4,195,895 | allocable cost |
| AARP Inc - in-kind rent | ||
| N | $14,945 | costs incurred |
| AARP Inc - rent | ||
| P | $604,196 | sublease cost |
| AARP Foundation - grant awards | ||
| C | $788,322 | grant agreement |
| Andrus Insurance Fund Inc | ||
| R | $45,385 | insurance premium paid |
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