AARP FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AARP FOUNDATION (EIN 52-0794300)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202103149349306350
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T15:19:57-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET SUITE 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520794300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARP | BusinessNameControlTxt |
| Phone | 2024343399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E STREET NW TAX DEPT | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA MARSH RYERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2024343399 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | MARSH RYERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PARVIN VAN ENGER | PreparerPersonNm |
| PTIN | P00955143 | PTIN |
| Phone | 2135932300 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA MARSH RYERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E STREET NW TAX DEPT | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $924,118,567 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AARP.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | A COUNTRY FREE OF POVERTY WHERE NO OLDER PERSON FEELS VULNERABLE. SEE SCHEDULE O.AARP FOUNDATION SERVES VULNERABLE PEOPLE 50+ BY CREATING AND ADVANCING EFFECTIVE SOLUTIONS THAT HELP THEM SECURE THE ESSENTIALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 345 | TotalEmployeeCnt |
| Total Volunteers | 38598 | TotalVolunteersCnt |
| Total Gross UBI | $96,516 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $42,723 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $263,901,185 | PYContributionsGrantsAmt |
| CY Contributions Grants | $167,121,308 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,387,081 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $673,239 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,703,169 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,272,863 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$189,481 | PYOtherRevenueAmt |
| CY Other Revenue | -$520,867 | CYOtherRevenueAmt |
| PY Total Revenue | $295,801,954 | PYTotalRevenueAmt |
| CY Total Revenue | $186,546,543 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $80,209,169 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $69,721,631 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,099,911 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $41,959,162 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,528,682 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,652,307 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $21,950,712 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $67,588,163 | PYOtherExpensesAmt |
| CY Other Expenses | $59,928,874 | CYOtherExpensesAmt |
| PY Total Expenses | $187,425,925 | PYTotalExpensesAmt |
| CY Total Expenses | $173,261,974 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $108,376,029 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,284,569 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $598,934,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $636,519,309 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $64,765,477 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,627,484 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $534,169,334 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $581,891,825 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AARP FOUNDATION ADDRESSES SENIOR POVERTY BY SPARKING BOLD, INNOVATIVE SOLUTIONS THAT HELP VULNERABLE OLDER ADULTS BUILD ECONOMIC OPPORTUNITY AND SOCIAL CONNECTEDNESS - FOSTERING RESILIENCE, STRENGTHENING COMMUNITIES AND RESTORING HOPE. SEE SCHEDULE O.WE OPERATE AT THE INTERSECTION OF COLLABORATION, INNOVATION, LEGAL ADVOCACY AND GRANTMAKING, BY BRINGING TOGETHER INDUSTRY, GOVERNMENT, ACTIVISTS, AND VOLUNTEERS TO FORGE PRACTICAL APPROACHES THAT PAIR BRAINPOWER WITH SOME SERIOUS WILLPOWER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $74,096,938 | ExpenseAmt |
| Grant | $57,504,270 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP)- SCSEP IS THE NATION'S OLDEST PROGRAM TO HELP LOW-INCOME, UNEMPLOYED INDIVIDUALS AGED 55+ FIND WORK. AARP FOUNDATION FIRST MATCHES ELIGIBLE OLDER JOB SEEKERS WITH LOCAL NONPROFITS AND PUBLIC AGENCIES SO THEY CAN INCREASE SKILLS AND BUILD SELF-CONFIDENCE WHILE EARNING A MODEST INCOME. BASED ON THEIR EMPLOYMENT INTERESTS AND GOALS, PARTICIPANTS MAY ALSO RECEIVE SUPPORTIVE SERVICES AND SKILLS TRAINING THROUGH AN EDUCATIONAL INSTITUTION. SCSEP IS PRIMARILY FUNDED BY THE U.S. DEPARTMENT OF LABOR. AARP FOUNDATION SCSEP OPERATES IN 19 STATES AND PUERTO RICO. IN PROGRAM YEAR 2019/2020 MORE THAN 12,000 PEOPLE WERE SERVED AND MORE THAN 3,000 OBTAINED UNSUBSIDIZED EMPLOYMENT. AARPFOUNDATION.ORG/SCSEP | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,468,913 | ExpenseAmt |
| Desc | AARP FOUNDATION TAX-AIDE IS THE NATION'S LARGEST, FREE, VOLUNTEER-BASED TAX PREPARATION AND ASSISTANCE SERVICE. IT IS AVAILABLE TO LOW- AND MODERATE-INCOME TAXPAYERS WITH SPECIAL EMPHASIS ON TAXPAYERS OVER 60. IN 2020, 1.5 MILLION TAXPAYERS WHO USED AARP FOUNDATION TAX-AIDE RECEIVED MORE THAN $1 BILLION IN INCOME TAX REFUNDS. THE PROGRAM PROVIDED TAX ASSISTANCE USING A VARIETY OF VIRTUAL AND IN-PERSON METHODS (WHERE SAFE DURING THE PANDEMIC). WWW.AARPFOUNDATION.ORG/TAXAIDE | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,368,671 | ExpenseAmt |
| Grant | $1,904,408 | GrantAmt |
| Revenue | $268,525 | RevenueAmt |
| Desc | AARP FOUNDATION EXPERIENCE CORPS- AARP FOUNDATION EXPERIENCE CORPS ("EXPERIENCE CORPS") IS AN EVIDENCE-BASED, VOLUNTEER TUTORING AND MENTORING PROGRAM THAT ADDRESSES A MAJOR CONTRIBUTOR TO POVERTY - THE INABILITY OF CHILDREN IN KINDERGARTEN THROUGH THIRD GRADE TO READ AT GRADE LEVEL. EXPERIENCE CORPS HAD MORE 2,000 HIGHLY TRAINED VOLUNTEERS WORKING IN MORE THAN 22 CITIES AND SERVED OVER 9,000 STUDENTS IN 2020 IN HIGH-NEED ELEMENTARY SCHOOLS. EACH EXPERIENCE CORPS SITE OPERATES ONE OF THREE TUTORING MODELS: ONE TO ONE; SMALL GROUP; AND LITERACY ASSISTANCE (WHERE VOLUNTEERS TUTOR AND HELP TEACHERS WITH CLASSROOM-WIDE ACTIVITIES). AFTER ONE YEAR, MANY STUDENTS WHO WORK WITH EXPERIENCE CORPS VOLUNTEER TUTORS ACHIEVE AS MUCH AS 60% IMPROVEMENT IN CRITICAL LITERACY SKILLS COMPARED TO THEIR PEERS. VOLUNTEERS PROVIDE AN AVERAGE OF 6-15 HOURS OF SUPPORT EACH WEEK THROUGHOUT THE SCHOOL YEAR. HTTPS://WWW.AARP.ORG/EXPERIENCE-CORPS/ | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $7,098,043 | $3,235,611 | $19,925 | AARP FOUNDATION'S FOOD SECURITY INITIATIVES ARE DEDICATED TO ENDING HUNGER AMONG OLDER AMERICANS (50+) BY FOCUSING ON SUSTAINABLE, LONG-TERM PUBLIC HEALTH AND MARKET-DRIVEN SOLUTIONS TO HELP MEET THE DIETARY NEEDS OF OLDER ADULTS, ESPECIALLY THOSE OF THE NEARLY TEN MILLION FOOD INSECURE. OUR FOCUS IS ON SHOWING POSITIVE CHANGE IN FOOD SECURITY AMONG LOW INCOME OLDER ADULTS BY ENSURING THEY CAN AFFORD TO PURCHASE HEALTHY FOODS. THROUGH GRANT MAKING, AARP FOUNDATION SUPPORTS NONPROFIT COMMUNITY ORGANIZATIONS THAT RECEIVED WAIVERS FROM THE USDA TO ENACT THE ELDERLY SIMPLIFIED APPLICATION PROJECT (ESAP). ESAP STREAMLINES THE APPLICATION PROCESS, MAKING IT EASIER FOR PEOPLE WHO ARE OVER 60 AND HAVE NO EARNED INCOME TO RECEIVE SNAP BENEFITS SO THEY CAN AFFORD TO BUY HEALTHY FOOD. IN 2020, WORKING WITH NINE GRANTEES IN FIVE STATES, WE WERE ABLE TO RAISE GREATER AWARENESS ABOUT ESAP AND HELP NEARLY 40,000 ELIGIBLE OLDER ADULTS APPLY FOR AND GET SNAP BENEFITS. HTTPS://WWW.AARP.ORG/AARP-FOUNDATION/OUR-WORK/FOOD-SECURITY/ |
| $5,278,270 | $6,500 | $125,718 | LITIGATION-AARP FOUNDATION LITIGATION ADVOCATES IN COURTS NATIONWIDE TO ADVANCE THE LEGAL RIGHTS AND INTERESTS OF PEOPLE 50 AND OLDER BY REPRESENTING THEM IN SIGNIFICANT CASES AND BY WRITING AMICUS CURIAE ("FRIEND OF THE COURT") BRIEFS. AARP FOUNDATION LITIGATION FOCUSES ON WIDESPREAD PRACTICES OR POLICIES OF INDUSTRY, BUSINESS, OR GOVERNMENT THAT AFFECT OLDER AMERICANS' DAY-TO-DAY LIVES, INCLUDING EMPLOYMENT, PENSIONS, HOUSING, LONG-TERM CARE, AND FINANCIAL EXPLOITATION. WWW.AARPFOUNDATION.ORG/LITIGATION |
| $1,398,932 | $85,323 | $257,196 | HOUSING-THE HOUSING IMPACT AREA IS FOCUSED ON DEVELOPING NEW SOLUTIONS THAT ENABLE LOW-INCOME OLDER ADULTS TO AGE IN THEIR HOMES AND COMMUNITIES BY ENSURING THAT THEIR HOMES ARE AFFORDABLE, LIVABLE AND HEALTHY. PROPERTY TAX-AIDE WAS LAUNCHED IN 2019 TO HELP LOW-INCOME OLDER ADULTS ACCESS PROPERTY TAX RELIEF PROGRAMS. HERE TO STAY, A PROGRAM THAT HELPS OLDER ADULTS WITH HOME MAINTENANCE ALSO LAUNCHED IN 2019.PROPERTY TAX-AIDE USES AN INNOVATIVE ONLINE TOOL TO SIMPLIFY THE PROCESS OF APPLYING FOR PROPERTY TAX REFUNDS AND CREDITS. SINCE 2019, THE PROGRAM HAS ASSISTED OVER 23,000 OLDER HOMEOWNERS AND RENTERS IN SECURING PROJECTED BENEFITS TOTALING OVER $10.5 MILLION IN TAX REBATES AND CREDITS. AARP FOUNDATION DEVELOPED HERE TO STAY: HOME UPKEEP FOR ALL. THE PROGRAM OFFERS IN-PERSON HOME MAINTENANCE WORKSHOPS AND AN ONLINE TOOLKIT. SINCE JUNE 2019, MORE THAN 50,000 USERS HAVE DOWNLOADED THE TOOLKIT, COMPLETED THE HOME ANALYSIS, AND SOUGHT HOME MAINTENANCE SERVICES. |
| $6,609,091 | $2,119,070 | $1,875 | ISOLATION-MORE THAN 8 MILLION OLDER ADULTS ARE SOCIALLY ISOLATED AND, THEREFORE, AT RISK OF POOR HEALTH. AARP FOUNDATION'S ISOLATION WORK IS FOCUSED ON DEVELOPING AND DELIVERING SOLUTIONS THAT HELP VULNERABLE INDIVIDUALS OVER 50 STAY SOCIALLY CONNECTED, PREVENT ISOLATION, AND IMPROVE RELATED HEALTH OUTCOMES. BECAUSE THE ISSUE OF SOCIAL ISOLATION IS SO COMPLEX, AARP FOUNDATION SPEARHEADED CONNECT2AFFECT.ORG TO SEEK OUT SOLUTIONS. SINCE THE BEGINNING OF THE PANDEMIC TWO-THIRDS OF ADULTS REPORTED EXPERIENCING SOCIAL ISOLATION AND HIGH LEVELS OF ANXIETY. IN 2020 AARP FOUNDATION, WITH FUNDING SUPPORT FROM UNITED HEALTH FOUNDATION, LAUNCHED A NATIONWIDE PUBLIC AWARENESS CAMPAIGN TO HELP OLDER ADULTS OVERCOME SOCIAL ISOLATION THROUGH CONNECT2AFFECT.ORG. THE GOAL IS TO ENSURE THAT SOCIALLY ISOLATED OLDER ADULTS KNOW ABOUT THE ISSUE AND WHERE TO LOOK FOR INFORMATION AND RESOURCES TO STRENGTHEN THEIR SOCIAL BONDS AND TO GAIN ACCESS TO CRITICAL RESOURCES IN THEIR COMMUNITIES. THROUGH RESEARCH AND INNOVATIVE EFFORTS, THE FOUNDATION IS WORKING TO CREATE A DEEPER UNDERSTANDING OF LONELINESS AND ISOLATION, DRAW CRUCIAL ATTENTION TO THE ISSUE, AND CATALYZE ACTION TO END SOCIAL ISOLATION AMONG OLDER ADULTS. THROUGH CONNECT2AFFECT, WE PROVIDE VISITORS WITH INFORMATION AND TIPS ABOUT HOW TO STAY CONNECTED, ALONG WITH AN ASSESSMENT THAT ALLOWS USERS TO IDENTIFY THEIR ISOLATION RISK (OR THAT OF A LOVED ONE) AND GET GUIDANCE. OVER 23,000 VISITORS HAVE TAKEN THE RISK ASSESSMENT IN 2020 (BETWEEN SEPTEMBER 1ST 2020 AND DECEMBER 31ST 2020).IN 2018, AARP FOUNDATION SPONSORED A NATIONAL CONSENSUS STUDY WITH THE NATIONAL ACADEMIES OF SCIENCE (NAS), SOCIAL ISOLATION AND LONELINESS IN OLDER ADULTS: OPPORTUNITIES FOR THE HEALTH CARE SYSTEM. THIS 18-MONTH STUDY, PUBLISHED IN 2020, EXAMINED HOW SOCIAL ISOLATION AND LONELINESS IMPACT HEALTH OUTCOMES IN OLDER ADULTS AGED 50 AND OLDER, PARTICULARLY AMONG LOW INCOME, UNDERSERVED, AND VULNERABLE POPULATIONS. THE STUDY PROVIDED EVIDENCE-BASED RECOMMENDATIONS ON TRANSLATING RESEARCH INTO PRACTICE WITHIN THE HEALTH CARE SYSTEM THAT COULD FACILITATE PROGRESS IN REDUCING THE INCIDENCE AND ADVERSE HEALTH IMPACTS OF SOCIAL ISOLATION AND LONELINESS AMONG THE LOW-INCOME 50+ POPULATION. AS OF JUNE 2020, THE REPORT WAS DOWNLOADED 8,200 TIMES, THERE WERE AN ESTIMATED 639 MILLION UNIQUE VIEWERS FOR ONLINE ARTICLES AND AROUND 55% OF ARTICLES COVER THE REPORT IN THE CONTEXT OF THE COVID-19 PANDEMIC. HTTPS://WWW.NAP.EDU/CATALOG/25663/SOCIAL-ISOLATION-AND-LONELINESS-IN-OLDER-ADULTS-OPPORTUNITIES-FOR-THE CONNECTED COMMUNITIES USES VOICE-ENABLED TECHNOLOGY TO REDUCE ISOLATION IN AFFORDABLE SENIOR HOUSING FACILITIES. WE WORK WITH AFFORDABLE SENIOR HOUSING PROVIDERS TO EQUIP THEIR COMMUNITIES WITH DEVICES, TOOLS AND TRAINING THAT HELP RESIDENTS MAINTAIN THE SOCIAL CONNECTIONS THEY NEED TO REMAIN INDEPENDENT AND AGE IN PLACE LONGER. MORE THAN 50% OF THE PARTICIPANTS IN THE CONNECTED COMMUNITIES SITES SAY THEY HAVE INCREASED OR MAINTAINED THEIR LEVEL OF SOCIAL PARTICIPATION SINCE THE PROGRAM WAS INTRODUCED TO THEIR COMMUNITY. |
| $4,635,761 | $1,812,305 | INCOME SECURITY-AARP FOUNDATION IS CREATING NEW PLATFORMS FOR ENSURING THAT LOW-INCOME OLDER ADULTS HAVE OPPORTUNITIES TO CONTINUE TO GENERATE INCOME AND BUILD SAVINGS TO HELP THEM BECOME MORE FINANCIALLY STABLE AND SECURE.NEW INNOVATIONS WERE ALSO DEVELOPED IN 2019 THAT FOCUS ON ADAPTING FINANCIAL TECHNOLOGY PLATFORMS TO MAKE IT EASIER AND MORE AUTOMATIC FOR LOW INCOME OLDER ADULTS TO BUILD EMERGENCY SAVINGS. IN 2019, WE LAUNCHED THE AARP FOUNDATION SELF-SAVER, WHICH AIMS TO CREATE A FUTURE OF SELF-EMPLOYED OLDER ADULTS WHO ARE FINANCIALLY RESILIENT. SELF-SAVER PROVIDES BOOKKEEPING AND TAX PREPARATION SUPPORT THAT MAKES IT EASY FOR SELF-EMPLOYED PEOPLE TO WITHHOLD AND SUBMIT QUARTERLY TAXES.AARP FOUNDATION MYSAVINGSJAR IS A FREE COMMUNITY PLATFORM OF OVER 20,000 MEMBERS WHO ARE COMMITTED TO STARTING A MONTHLY SAVINGS HABIT SO THEY CAN SET ASIDE CASH FOR LIFE'S UPS AND DOWNS. | |
| $4,485,772 | $903,639 | BACK TO WORK 50+ - AARP FOUNDATION'S BACK TO WORK 50+ HELPS UNEMPLOYED OLDER WORKERS BUILD THE SKILLS AND CONFIDENCE THEY NEED TO COMPETE FOR IN-DEMAND JOBS. JOB CANDIDATES RECEIVE FREE JOB-SEEKING TOOLS AND CONNECT WITH EXPERIENCED COACHES WHO SUPPORT THEM THROUGH ONLINE AND IN-PERSON WORKSHOPS AND COACHING SESSIONS. SINCE 2020, AARP FOUNDATION HAS OFFERED TWO MODELS OF BACK TO WORK 50+. BACK TO WORK 50+ COACHING-NATIONAL ONLINE IS THE DIRECT-TO-CONSUMER MODEL THAT OFFERS ONLINE COACHING, TOOLS AND RESOURCES TO UNEMPLOYED JOBSEEKERS ACROSS THE COUNTRY. SIMULTANEOUSLY, BACK TO WORK 50+ COACHING PROVIDERS IN 12 COMMUNITIES HOST IN-PERSON AND ONLINE WORKSHOPS AND COACHING FOR JOBSEEKERS IN THEIR COMMUNITIES. SINCE 2017, OVER 40,000 OLDER WORKERS HAVE USED BACK TO WORK 50+ TOOLS IN THEIR JOB SEARCHES AND OVER 4,000 HAVE REPORTED EMPLOYMENT AFTER PARTICIPATING IN THE PROGRAM. WWW.AARP.ORG/AARP-FOUNDATION/OUR-WORK/INCOME/BACK-TO-WORK-50-PLUS/ | |
| $10,692,854 | $2,150,505 | CONTRIBUTIONS AND OTHER PROGRAMS-THE FOUNDATION SPONSORED ORGANIZATIONS, EVENTS, AND VIRTUAL CONFERENCES THAT HIGHLIGHTED TANGIBLE WAYS TO BUILD ECONOMIC OPPORTUNITY AND SOCIAL CONNECTEDNESS IN AMERICA FOR LOW-INCOME SENIORS. THE FOUNDATION ALSO SUPPORTED RELIEF FOR OLDER VICTIMS OF HURRICANE SALLY, HURRICANE LAURA AND THE DEVASTATING U.S. WILDFIRES IN 2020.AARP SUB-GRANTS-AARP FOUNDATION HAS AWARDED GRANTS TO AARP IN THE AMOUNT OF $143,028 TO FURTHER THE FOUNDATION'S CHARITABLE MISSION OF HELPING LOW INCOME OLDER AMERICANS SECURE ESSENTIALS THROUGH PROGRAMS THAT FOCUS ON HEALTH ACCESS AND NURSING. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $40,198,723 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $10,312,953 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $404,714 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $137,133,245 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 167 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 345 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | KS | ForeignCountryCd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 10 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA D SHANNON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024343399 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DIANE D MILLER | |||||||||
| BOARD / VICE CHAIR (AS OF 8/12/20) | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| HARRY E JOHNSON | |||||||||
| BOARD / FINANCE CHA (UNTIL 6/10/20) | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY J DYSON | |||||||||
| BOARD MEMBER (AS OF 10/14/20) | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARGOT JAMES COPELAND | |||||||||
| BOARD MEMBER (AS OF 6/10/20) | 6.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |||
| ANN G DAW | |||||||||
| BOARD / FINANCE COMMITTEE CHAIR | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA BANKS | |||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN WERTH | |||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ADAME | |||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| LLOYD JOHNSON | |||||||||
| BOARD CHAIR (UNTIL 6/10/20) | 6.00 | Yes (X) | $0 | $2,473 | $0 | 10.00 | |||
| LIBBY SARTAIN | |||||||||
| BOARD CHAIR (AS OF 6/10/20) | 6.00 | Yes (X) | $0 | $1,666 | $0 | 10.00 | |||
| ROBERT BLANCATO | |||||||||
| BOARD MEMBER (AS OF 6/10/20) | 6.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |||
| JAIME GUTIERREZ | |||||||||
| BOARD / VICE CHAIR (UNTIL 6/10/20) | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETTY J HUDSON | |||||||||
| BOARD MEMBER (AS OF 10/14/20) | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA D SHANNON | |||||||||
| CFO & SENIOR VICE PRESIDENT | 40.00 | $420,568 | $0 | $66,507 | Yes (X) | ||||
| LISA MARSH RYERSON | |||||||||
| PRESIDENT | 40.00 | $483,801 | $6,349 | $75,617 | Yes (X) | ||||
| JAMI L WYATT | |||||||||
| SECRETARY | 1.00 | $0 | $293,915 | $71,948 | 40.00 | Yes (X) | |||
| DAVID WHITEHEAD | |||||||||
| SVP & CHIEF DEVELOPMENT OFFICER | 40.00 | $354,425 | $15,249 | $71,948 | Yes (X) | ||||
| WILLIAM A RIVERA | |||||||||
| SVP - LITIGATION | 40.00 | $296,907 | $12,120 | $54,663 | Yes (X) | ||||
| EMILY S ALLEN | |||||||||
| SVP - AARP FDN PROGRAMS | 40.00 | $336,388 | $0 | $61,598 | Yes (X) | ||||
| MARC MCDONALD | |||||||||
| VP - FD INTEGRATION | 40.00 | $252,468 | $0 | $63,094 | Yes (X) | ||||
| STEVEN DELVECCHIO | |||||||||
| VP - DIRECT RESPONSE | 40.00 | $193,227 | $69,806 | $49,669 | Yes (X) | ||||
| STEPHEN VENUTE | |||||||||
| VP - CORP & FOUNDATION RELATIONS | 40.00 | $268,527 | $0 | $57,530 | Yes (X) | ||||
| DEMETRIOS ANTZOULATOS | |||||||||
| VP - FINANCE, GRANTS, & OPERATIONS | 40.00 | $267,919 | $0 | $70,356 | Yes (X) | ||||
| PATRICK LANDERS | |||||||||
| VP - STRATEGY & INNOVATION | 40.00 | $264,825 | $0 | $61,290 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,139,055 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $401,578 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $704,220 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 111 | 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 |
|---|---|---|---|---|---|
| CP DIRECT INC | |||||
| 4600 BOSTON WAY | LANHAM | MD | 20706 | COMMERCIAL PRINTING SERVICES | $1,611,593 |
| CONCORD LITHO GROUP INC | |||||
| 92 OLD TURNPIKE RD | CONCORD | NH | 033017309 | PRINTING & DIRECT MARKETING SERVICES | $1,595,448 |
| GRACEWORKZ LLC | |||||
| 1311 W BADGER RD | MADISON | WI | 53713 | IT PRINTER SERVICE AND IMAGING SUPPLIES | $1,490,084 |
| DIRECT MAIL SOLUTIONS | |||||
| 5540 KETCH ROAD | PRINCE FREDERICK | MD | 20678 | COMMERCIAL PRINTING SERVICES | $1,209,673 |
| HIRSCHFELD MARKETING SOLUTIONS | |||||
| 10231 BAILEY RD | CORNELIUS | NC | 28031 | MEAL PACK MARKETING & OPERATIONS | $1,048,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 122 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $122,097 | FederatedCampaignsAmt |
| Related Organizations | $10,416,962 | RelatedOrganizationsAmt |
| Government Grants | $87,516,620 | GovernmentGrantsAmt |
| All Other Contributions | $69,065,629 | AllOtherContributionsAmt |
| Noncash Contributions | $273,248 | NoncashContributionsAmt |
| Total Contributions | $167,121,308 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPERIENCE CORPS PROGRAM FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $268,525 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $268,525 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,714 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $404,714 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $673,239 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,124,937 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $20,373 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,104,564 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $741,719,950 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $737,572,024 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,147,926 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,147,926 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $80,657 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,067,269 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CHARITABLE GIFT ANNUITY SEVERANCE | 900099 | $117,822 | $117,822 | |
| CHANGE IN VALUE- CHARITABLE GIFT | 900099 | -$266,358 | -$266,358 | |
| K-1 PARTNERSHIP INCOME | 900099 | -$372,331 | -$367,817 | -$4,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$520,867 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,546,543 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $673,239 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $96,516 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,655,480 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,811,762 | TotalAmt |
| Program Services | $11,811,762 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,909,869 | TotalAmt |
| Program Services | $57,909,869 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,014,497 | TotalAmt |
| Program Services | $666,385 | ProgramServicesAmt |
| Management And General | $963,324 | ManagementAndGeneralAmt |
| Fundraising | $384,788 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,166,781 | TotalAmt |
| Program Services | $23,466,954 | ProgramServicesAmt |
| Management And General | $5,219,519 | ManagementAndGeneralAmt |
| Fundraising | $3,480,308 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,104,680 | TotalAmt |
| Program Services | $785,789 | ProgramServicesAmt |
| Management And General | $194,069 | ManagementAndGeneralAmt |
| Fundraising | $124,822 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,345,716 | TotalAmt |
| Program Services | $3,047,594 | ProgramServicesAmt |
| Management And General | $811,870 | ManagementAndGeneralAmt |
| Fundraising | $486,252 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,327,488 | TotalAmt |
| Program Services | $1,616,467 | ProgramServicesAmt |
| Management And General | $448,930 | ManagementAndGeneralAmt |
| Fundraising | $262,091 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,496 | TotalAmt |
| Program Services | $301,496 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,000 | TotalAmt |
| Management And General | $164,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,652,307 | TotalAmt |
| Fundraising | $1,652,307 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,801,014 | TotalAmt |
| Management And General | $1,801,014 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,431,706 | TotalAmt |
| Program Services | $10,102,698 | ProgramServicesAmt |
| Management And General | $1,294,414 | ManagementAndGeneralAmt |
| Fundraising | $1,034,594 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,519,038 | TotalAmt |
| Program Services | $1,431,836 | ProgramServicesAmt |
| Management And General | $1,228,018 | ManagementAndGeneralAmt |
| Fundraising | $859,184 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,088,710 | TotalAmt |
| Program Services | $3,060,881 | ProgramServicesAmt |
| Management And General | $4,311 | ManagementAndGeneralAmt |
| Fundraising | $23,518 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,932,249 | TotalAmt |
| Program Services | $5,403,797 | ProgramServicesAmt |
| Management And General | $289,016 | ManagementAndGeneralAmt |
| Fundraising | $239,436 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,070,967 | TotalAmt |
| Program Services | $2,703,915 | ProgramServicesAmt |
| Management And General | $244,539 | ManagementAndGeneralAmt |
| Fundraising | $122,513 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,960 | TotalAmt |
| Program Services | $303,418 | ProgramServicesAmt |
| Management And General | $28,293 | ManagementAndGeneralAmt |
| Fundraising | $39,249 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,467 | TotalAmt |
| Program Services | $27,614 | ProgramServicesAmt |
| Management And General | -$7,188 | ManagementAndGeneralAmt |
| Fundraising | $9,041 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,399 | TotalAmt |
| Program Services | $89,656 | ProgramServicesAmt |
| Management And General | $139,207 | ManagementAndGeneralAmt |
| Fundraising | $23,536 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555,392 | TotalAmt |
| Program Services | $766,668 | ProgramServicesAmt |
| Management And General | $589,306 | ManagementAndGeneralAmt |
| Fundraising | $199,418 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING AND POSTAGE | $20,603,210 | $7,763,526 | $37,696 | $12,801,988 |
| VOLUNTEER TRAVEL/ACTIVI | $3,666,993 | $3,655,753 | $11,240 | |
| TELECOMMUNICATION EXPEN | $1,810,066 | $1,685,402 | $99,954 | $24,710 |
| MISCELLANEOUS OPERATING | $1,331,207 | $531,765 | $616,485 | $182,957 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,261,974 | TotalAmt |
| Program Services | $137,133,245 | ProgramServicesAmt |
| Management And General | $14,178,017 | ManagementAndGeneralAmt |
| Fundraising | $21,950,712 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,183,286 | TotalAmt |
| Program Services | $5,305,458 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $9,877,828 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,393,270 | BOYAmt |
| EOY | $1,893,064 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,697,220 | BOYAmt |
| EOY | $4,701,759 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,583,525 | BOYAmt |
| EOY | $14,997,156 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,035 | BOYAmt |
| EOY | $1,439,048 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,183,162 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,629,348 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,997,045 | BOYAmt |
| EOY | $13,553,814 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,768,098 | BOYAmt |
| EOY | $587,702,333 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,209,704 | BOYAmt |
| EOY | $6,071,530 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,165,767 | BOYAmt |
| EOY | $5,924,718 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,147 | BOYAmt |
| EOY | $235,887 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,934,811 | BOYAmt |
| EOY | $636,519,309 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,012,161 | BOYAmt |
| EOY | $17,792,852 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,532,978 | BOYAmt |
| EOY | $8,330,839 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,827 | BOYAmt |
| EOY | $240,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000,000 | BOYAmt |
| EOY | $25,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,049,511 | BOYAmt |
| EOY | $3,263,793 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,765,477 | BOYAmt |
| EOY | $54,627,484 | 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 | $112,088,429 | BOYAmt |
| EOY | $130,846,601 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,080,905 | BOYAmt |
| EOY | $451,045,224 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,169,334 | BOYAmt |
| EOY | $581,891,825 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,934,811 | BOYAmt |
| EOY | $636,519,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $13,284,569 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $34,440,602 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$2,680 | DonatedServicesAndUseFcltsAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $281,047,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $249,808,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $248,393,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,901,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $167,121,307 | CurrentTaxYearAmt |
| Total | $1,210,271,587 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $281,047,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $249,808,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $248,393,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,901,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $167,121,307 | CurrentTaxYearAmt |
| Total | $1,210,271,587 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $424,568,672 | SubstantialContributorsTotAmt |
| Public Support Total170 | $785,702,915 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,172,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,040,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,340,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,687,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,941,346 | CurrentTaxYearAmt |
| Total | $49,181,281 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,708,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $640,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $922,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,197,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $524,704 | CurrentTaxYearAmt |
| Total | $4,994,029 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,264,446,897 | TotalSupportAmt |
| Public Support CY170 | 0.62140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61070 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10(A); | 2016 EXPERIENCE CORPS PROGRAM FEES - $1,185,995 2016 ALL OTHER PROGRAM INCOME - $372,069 2016 CGA SEVERANCE - $244,961 2016 CGA CHANGE IN VALUE - $(94,546) TOTAL PROGRAM SERVICE & OTHER INCOME - $1,708,479 |
| PART II, LINE 10(B); | 2017 EXPERIENCE CORPS PROGRAM FEES - $765,957 2017 ALL OTHER PROGRAM INCOME - $20,232 2017 CGA SEVERANCE - $134,642 2017 CGA CHANGE IN VALUE - $(279,949) TOTAL PROGRAM SERVICE & OTHER INCOME - $640,882 |
| PART II, LINE 10(C); | 2018 EXPERIENCE CORPS PROGRAM FEES - $907,953 2018 ALL OTHER PROGRAM INCOME - $213,238 2018 CGA SEVERANCE - $226,859 2018 CGA CHANGE IN VALUE - $(436,277) 2018 FUNDRAISING & MISCELLANEOUS INCOME - 10,591 TOTAL PROGRAM SERVICE & OTHER INCOME - $922, 364 |
| PART II, LINE 10(D); | 2019 EXPERIENCE CORPS PROGRAM FEES - $945,380 2019 ALL OTHER PROGRAM INCOME - $441,701 2019 CGA SEVERANCE - $215,914 2019 CGA CHANGE IN VALUE - $(405,481) 2019 MISCELLANEOUS INCOME - $86 TOTAL PROGRAM SERVICE & OTHER INCOME - $1,197,601 |
| PART II, LINE 10(E); | 2020 EXPERIENCE CORPS PROGRAM FEES - $ 268,525 2020 ALL OTHER PROGRAM INCOME - $ 404,715 2020 CGA SEVERANCE - $ 117,822 2020 CGA CHANGE IN VALUE - $ (266,358) 2020 MISCELLANEOUS INCOME - $0 TOTAL PROGRAM SERVICE & OTHER INCOME - $ 524,704 |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $442,770,788 | BeginningYearBalanceAmt |
| Contributions | $377,860 | ContributionsAmt |
| Investment Earnings Or Losses | $40,251,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,655,710 | OtherExpendituresAmt |
| End Year Balance | $469,744,289 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $307,583,157 | BeginningYearBalanceAmt |
| Contributions | $81,030,355 | ContributionsAmt |
| Investment Earnings Or Losses | $55,109,672 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $952,396 | OtherExpendituresAmt |
| End Year Balance | $442,770,788 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $244,360,170 | BeginningYearBalanceAmt |
| Contributions | $78,113,983 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,990,060 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$900,936 | OtherExpendituresAmt |
| End Year Balance | $307,583,157 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,651,935 | BeginningYearBalanceAmt |
| Contributions | $76,682,864 | ContributionsAmt |
| Investment Earnings Or Losses | $26,913,632 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $888,261 | OtherExpendituresAmt |
| End Year Balance | $244,360,170 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,139,004 | BeginningYearBalanceAmt |
| Contributions | $116,229,945 | ContributionsAmt |
| Investment Earnings Or Losses | $9,190,695 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $907,709 | OtherExpendituresAmt |
| End Year Balance | $141,651,935 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05430 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94570 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,440,000 | OtherCostOrOtherBasisAmt |
| Book Value | $4,440,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,736,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,546,367 | DepreciationAmt |
| Book Value | $8,190,541 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,006,254 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,082,981 | DepreciationAmt |
| Book Value | $923,273 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,553,814 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY LIABILITY | Desc |
| Amt | $3,263,793 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,263,793 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $256,488,324 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $34,440,602 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $37,661,048 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $72,101,650 | RevenueNotReportedAmt |
| Revenue Subtotal | $184,386,674 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,159,869 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,159,869 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $186,546,543 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $208,765,833 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $37,663,728 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $37,663,728 | ExpensesNotReportedAmt |
| Expenses Subtotal | $171,102,105 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,159,869 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,159,869 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $173,261,974 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BOARD DESIGNATED QUASI-ENDOWMENT THE FOUNDATION'S NET ASSETS WITHOUT DONOR RESTRICTIONS INCLUDE AMOUNTS DESIGNATED BY ITS BOARD OF DIRECTORS TO FUNCTION AS A QUASI-ENDOWMENT FUND. THE FOUNDATION MAY SPEND THE BOARD-DESIGNATED QUASI-ENDOWMENT IN ACCORDANCE WITH THE SPENDING POLICY APPROVED BY THE BOARD. ASSETS OF BOTH THE DONOR-RESTRICTED AND QUASI-ENDOWMENT FUNDS ARE INVESTED IN A BROADLY DIVERSIFIED PORTFOLIO SPREAD OVER MULTIPLE ASSET CLASSES. |
| PART X, LINE 2: | AARP FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES TREATED AS CONTRA REVENUE ON FS 1,406,173. INVESTMENT EXPENSES FROM K-1S INCLUDED IN UNREALIZED GAIN ON FS 753,696. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES TREATED AS CONTRA REVENUE ON FS 1,406,173. INVESTMENT EXPENSES FROM K-1S INCLUDED IN UNREALIZED GAIN ON FS 753,696. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| CHAPMAN CUBINE ALLEN AND HUSSEY INC | ||||||||
| 2000 15TH STREET NORTH SUITE 550 | ARLINGTON | VA | 22201 | DIRECT MAIL PRODUCTION MANAGEMENT SERVICES | 0 | $0 | $777,126 | $0 |
| GIFT STRATEGIES | ||||||||
| 1539 FALLS RIVER AVE SUITE 3 | SEEKONK | MA | 02771 | OUTBOUND CALLING SERVICES TO DONORS | 0 | $0 | $585,575 | $0 |
| BLUE STATE DIGITAL | ||||||||
| 41 FLATBUSH AVENUE 8TH FL | BROOKLYN | NY | 11217 | MARKETING ADVISORY SERVICES | 0 | $0 | $549,705 | $0 |
| AMERGENT | ||||||||
| 9 CENTENNIAL DRIVE | PEABODY | MA | 01960 | MARKETING ADVISORY SERVICES | 0 | $0 | $50,950 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $1,963,356 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2B, COLUMN (V) | THESE ENTITIES DO NOT RAISE FUNDS DIRECTLY FOR AARP FOUNDATION, BUT PROVIDE COUNSEL, SERVICES, AND SUPPORT TO AARP FOUNDATION'S INTERNAL DEVELOPMENT OFFICE. THE AMOUNTS REFLECTED IN SCHEDULE G ARE FOR THE PROFESSIONAL SERVICES AND REIMBURSEMENTS PAID BY AARP FOUNDATION FOR PROMOTIONAL AND TRAVEL EXPENSES. |
| SCHEDULE G, PART I, LINE 2 B(V) | CHAPMAN CUBINE AND HUSSEY PROFESSIONAL FUNDRAISING FEE $630,732 CONSULTING SERVICES $29,737 ADVERTISING & PROMOTION $116,657 TOTAL PAID TO CHAPMAN CUBINE AND HUSSEY $ 777,126 BLUE STATE DIGITAL PROFESSIONAL FUNDRAISING FEE $396,000 CONSULTING SERVICES $153,705 TOTAL PAID TO BLUE STATE DIGITAL $549,705 GIFT STRATEGIES PROFESSIONAL FUNDRAISING FEE $585,575 TOTAL PAID TO GIFT STRATEGIES $585,575 AMERGENT PROFESSIONAL FUNDRAISING FEE $40,000 ADVERTISING & PROMOTION ($85) TECHNOLOGY FEE $11,035 TOTAL PAID TO AMERGENT $50,950 TOTAL AMOUNTS PAID TO FUNDRAISERS $1,963,356 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (88 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | 951985500 | 501(C)(4) | $143,028 | CHARITABLE WORK CONDUCTED ON BEHALF OF AARP FOUNDATION | |
| ACADIANA LEGAL SERVICES | ||||||||
| 1020 SURREY STREET | LAFAYETTE | LA | 70501 | 720832432 | 501(C)(3) | $150,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| AGENCY ON AGING OF SOUTH CENTRAL CT | ||||||||
| 117 WASHINGTON AVENUE STE 17 | NEW HAVEN | CT | 06473 | 060915531 | 501(C)(3) | $61,155 | GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| ALAMEDA COUNTY FOOD BANK | ||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | 942960297 | 501(C)(3) | $60,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| ALL HANDS AND HEARTS SMART RESPONSE INC | ||||||||
| 6 COUNTY ROAD SUITE 6 | MATTAPOISETT | MA | 02739 | 203414952 | 501(C)(3) | $100,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| AMERICAN ASSOCIATION OF COMMUNITY COLLEGES | ||||||||
| ONE DUPONT CIRCLE NW STE 410 | WASHINGTON | DC | 20036 | 530196569 | 501(C)(3) | $10,000 | SPONSORSHIP FOR THE WORKFORCE DEVELOPMENT INSTITUTE | |
| ASIAN AMERICAN FEDERATION | ||||||||
| 120 WALL STREET 9TH FLOOR | NEW YORK | NY | 10005 | 133572287 | 501(C)(3) | $300,000 | GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM | |
| ASSOCIATION OF COMMUNITY ACTION PARTNERSHIPS OF LOUISIANA | ||||||||
| 5668 MCCOY BYRNES RAOD | ETHEL | LA | 70730 | 463956278 | 501(C)(3) | $500,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| BENEFITS DATA TRUST | ||||||||
| CENTRE SQUARE WEST 1500 MARKET | PHILADEPHIA | PA | 19102 | 203455598 | 501(C)(3) | $420,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | STREET SUITE 2800 |
| CALIFORNIA ASSOCIATION OF FOODBANKS | ||||||||
| 1624 FRANKLIN STREET SUITE 722 | LOS ANGELES | CA | 94612 | 680392816 | 501(C)(3) | $300,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| CALIFORNIA COMMUNITY FDN | ||||||||
| 221 SOUTH FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 94612 | 953510055 | 501(C)(3) | $30,000 | AARP FOUNDATION DISASTER RELIEF GRANT | 400 |
| CARVER COMMUNITY ORGANIZATION INC | ||||||||
| 400 SE 8TH ST | EVANSVILLE | IN | 47713 | 350869030 | 501(C)(3) | $92,206 | GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| CENTRAL VALLEY COM FDN | ||||||||
| 5260 N PALM AVE STE 122 | FRESNO | CA | 93704 | 770478025 | 501(C)(3) | $20,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| CHICANOS POR LA CAUSA | ||||||||
| 1112 E BUCKEYE ROAD | PHOENIX | AZ | 85034 | 860227210 | 501(C)(3) | $20,000 | GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM | |
| CITY OF CASA GRANDE | ||||||||
| 449 N DRYLAKE ST | CASA GRANDE | AZ | 85122 | 866000237 | GOVT | $75,000 | DONATION TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| CITY OF PHOENIX | ||||||||
| 200 W WASHINGTON STREET | PHOENIX | AZ | 85003 | 866000256 | GOVT | $12,643 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| CITY OF TEMPE | ||||||||
| 20 E SIXTH ST | TEMPE | AZ | 85281 | 866000262 | GOVT | $92,359 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| COUNCIL ON AGING OF WEST FLORIDA INC | ||||||||
| 875 ROYCE STREET | PENSACOLA | FL | 32503 | 591373939 | 501(C)(3) | $50,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| DC CENTRAL KITCHEN | ||||||||
| 19 I ST NW | WASHINGTON | DC | 20001 | 521584936 | 501(C)(3) | $50,000 | GENERAL SUPPORT AND SPONSORSHIP OF THE DC CENTRAL KITCHEN FOOD FIGHT | |
| DEFY VENTURES | ||||||||
| 3550 WILSHIRE BLVD SUITE 1550 | LOS ANGELES | CA | 90010 | 273611908 | 501(C)(3) | $144,000 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM | |
| DIOCESAN HOUSING SERVICES CORPORATION | ||||||||
| 1845 HADDON AVENUE | CAMDEN | NJ | 08103 | 010592402 | 501(C)(3) | $53,100 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| EAST SIDE LEARNING CENTER | ||||||||
| 740 YORK AVE | SAINT PAUL | MN | 55106 | 043699678 | 501(C)(3) | $228,186 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| EQUALITY FEDERATION INSTITUTE | ||||||||
| 818 SW 3RD AVE 141 | PORTLAND | OR | 97204 | 810670151 | 501(C)(3) | $300,000 | GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM | |
| FEEDING THE GULF COAST | ||||||||
| 5248 MOBILE SOUTH STREET | THEODORE | AL | 36582 | 630821997 | 501(C)(3) | $100,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| FRONT PORCH COMMUNITIES & SERVICES | ||||||||
| 800 NORTH BRAND BLVD FLOOR 19 | GLENDALE | CA | 91203 | 954538269 | 501(C)(3) | $172,095 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| GENERATIONS INCORPORATED | ||||||||
| 25 KINGSTON ST 4TH FL | BOSTON | MA | 02111 | 043227007 | 501(C)(3) | $313,105 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 1918 F STREET NW | WASHINGTON | DC | 20052 | 530196584 | 501(C)(3) | $220,000 | GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM | |
| GRANTMAKERS IN AGING | ||||||||
| 2001 JEFFERSON DAVIS HWY STE 504 | ARLINGTON | VA | 22202 | 134014982 | 501(C)(3) | $50,000 | GENERAL SUPPORT | |
| GREATER CLEVELAND VOLUNTEERS | ||||||||
| 4415 EUCLID AVE STE 200 | CLEVELAND | OH | 44103 | 341356768 | 501(C)(3) | $128,026 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| GREATER NEW ORLEANS DEVELOPMENT FOUNDATION | ||||||||
| 1100 POYDRAS ST STE 3475 | NEW ORLEANS | LA | 70163 | 721177207 | 501(C)(3) | $295,315 | GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM | |
| HUNGER SOLUTIONS NEW YORK | ||||||||
| 14 COMPUTER DRIVE EAST 2ND FLOOR | ALBANY | NY | 12205 | 222954760 | 501(C)(3) | $264,520 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| INFO LINE OF SAN DIEGO COUNTY DBA 2-1-1 SAN DIEGO | ||||||||
| 3860 CALLE FORTUNADA SUITE 101 | SAN DIEGO | CA | 92123 | 331029843 | 501(C)(3) | $160,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| INNOVATIVE BUSINESS SOLUTIONS LLC | ||||||||
| 1000 EAGLE RIDGE DR STE F | SCHERERVILLE | IN | 46375 | 822752776 | PRIVATE LLC | $13,050 | GRANT TO SUPPORT AARP FOUNDATIONS' WORK FOR YOURSELF 50+ PROGRAM | |
| JEFFERSON STATE COMMUNITY COLLEGE | ||||||||
| 2601 CARSON RD | BIRMINGHAM | AL | 35215 | 630501357 | GOVT ENTITY | $25,000 | GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM | |
| JERSEY CITY HOUSING AUTHORITY | ||||||||
| 400 US HIGHWAY 1 MARION GARDENS | JERSEY CITY | NJ | 07306 | 226002501 | GOVT ENTITY | $35,000 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | BLDG 7 |
| JEWISH COMMUNITY HOUSING CORP | ||||||||
| 760 NORTHFIELD AVE | ORANGE | NJ | 07052 | 222540505 | 501(C)(3) | $37,100 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| JOBS FOR THE FUTURE INC | ||||||||
| 88 BROAD ST FL 8 | BOSTON | MA | 02110 | 061164568 | 501(C)(3) | $155,000 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3910 KESWICK ROAD | BALTIMORE | MD | 21211 | 520595110 | 501(C)(3) | $240,587 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| LAS BEST | ||||||||
| 200 N SPRING ST M 120 | LOS ANGELES | CA | 90012 | 954311058 | 501(C)(3) | $40,000 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| LATINO COMMUNITY FOUNDATION | ||||||||
| 235 MONTGOMERY ST STE 1160 | SAN FRANCISCO | CA | 94104 | 810564400 | 501(C)(3) | $50,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| LEGAL AID OF SONOMA COUNTY | ||||||||
| 144 SOUTH E STREET STE 100 | SANTA ROSA | CA | 95404 | 680008581 | 501(C)(3) | $50,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| LEGAL SERVICES OF NORTH FLORIDA | ||||||||
| 2119 DELTA BOULEVARD | TALLAHASSEE | FL | 32303 | 510197090 | 501(C)(3) | $100,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| LEGAL SERVICES OF NORTHERN CALIFORNIA | ||||||||
| 517 12TH STREET | SACRAMENTO | CA | 95814 | 941384659 | 501(C)(3) | $50,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| LONE STAR LEGAL AID | ||||||||
| P O BOX 398 | HOUSTON | TX | 770010398 | 741537787 | 501(C)(3) | $150,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90017 | 953135649 | 501(C)(3) | $50,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| LUTHERAN SOCIAL MINISTRIES NJ | ||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 221487237 | 501(C)(3) | $20,500 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| MEALS ON WHEELS AMERICA | ||||||||
| 413 N LEE ST | ALEXANDRIA | VA | 22314 | 237447812 | 501(C)(3) | $750,000 | DONATION TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| MERCY HOUSING | ||||||||
| 1600 BROADWAY SUITE 2000 | DENVER | CO | 80202 | 470646706 | 501(C)(3) | $579,250 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION AND HOUSING PROGRAMS | |
| METROPOLITAN FAMILY SERVICE | ||||||||
| 230 NE 2ND AVE STE 2 | HILLSBORO | OR | 97124 | 930397825 | 501(C)(3) | $127,146 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| MOREHOUSE SCHOOL OF MEDICINE | ||||||||
| 720 WESTVIEW DR SW OFFICE OF | ATLANTA | GA | 30310 | 581438873 | 501(C)(3) | $142,600 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | SPONSORED RESEARCH ADMIN |
| MRELIEF | ||||||||
| 233 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | 473559589 | 501(C)(3) | $193,395 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| NATIONAL CHURCH RESIDENCES FOUNDATION | ||||||||
| 2335 NORTH BANK DRIVE | COLUMBUS | OH | 43220 | 202308665 | 501(C)(3) | $248,500 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| NATIONAL OLDER WORKER CAREER CENTER | ||||||||
| 3811 N FAIRFAX DRIVE SUITE 900 | ARLINGTON | VA | 22203 | 522003078 | 501(C)(3) | $200,000 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM | |
| NATIONAL OPINION RESEARCH CENTER | ||||||||
| 1155 E 60TH ST | CHICAGO | IL | 60637 | 362167808 | 501(C)(3) | $139,373 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| NORTHWEST JUSTICE PROJECT | ||||||||
| 401 2ND AVE S STE 407 | SEATTLE | WA | 98104 | 911687791 | 501(C)(3) | $90,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| OCHIN INC | ||||||||
| 1881 SW NAITO PKWY | PORTLAND | OR | 97201 | 200195556 | 501(C)(3) | $633,420 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| PACIFIC COMMUNITY VENTURES | ||||||||
| 1700 BROADWAY 300 | OAKLAND | CA | 94612 | 770485877 | 501(C)(3) | $150,000 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM | |
| PARENTIS HEALTH FOUNDATION | ||||||||
| 24012 CALLE DE LA PLATA 400 | LAGUNA HILLS | CA | 92653 | 811188544 | 501(C)(3) | $60,000 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| READ TO SUCCEED BUFFALO INC | ||||||||
| 392 PEARL ST STE 100 | BUFFALO | NY | 14202 | 263606661 | 501(C)(3) | $69,440 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| ROOT CAUSE COALITION | ||||||||
| 1801 RICHARDS RD | TOLEDO | OH | 43607 | 475126498 | 501(C)(3) | $30,000 | GENERAL SUPPORT | |
| SACRAMENTO CHINESE COMMUNITY SERVICES | ||||||||
| 420 I ST STE 5 | SACRAMENTO | CA | 95814 | 942581434 | 501(C)(3) | $59,177 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| SACRAMENTO FOOD BANK & FAMILY SERVICES | ||||||||
| 3333 3RD AVENUE | SACRAMENTO | CA | 95817 | 943315566 | 501(C)(3) | $60,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| SAN FRANCISCO-MARIN FOOD BANK | ||||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | 943041517 | 501(C)(3) | $60,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| SC THRIVE | ||||||||
| 2211 ALPINE ROAD EXTENSION | COLUMBIA | SC | 29223 | 901011409 | 501(C)(3) | $80,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| SEATTLE JOBS INITIATIVE | ||||||||
| 1200-12TH AVENUE SOUTH 106 | SEATTLE | WA | 98144 | 470900181 | 501(C)(3) | $119,000 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM | |
| SEQUOIA LIVING INC | ||||||||
| 1525 POST ST | SAN FRANCISCO | CA | 94109 | 941437728 | 501(C)(3) | $100,000 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| SHRIVER CENTER ON POVERTY LAW | ||||||||
| 50 E WASHINGTON ST STE 500 | CHICAGO | IL | 60602 | 363151279 | 501(C)(3) | $150,000 | DONATION TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM | |
| SOUND GENERATIONS | ||||||||
| 2208 SECOND AVENUE STE 100 | SEATTLE | WA | 98121 | 910823767 | 501(C)(3) | $299,674 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| SOUTH AL REGIONAL PLANNING COMMISSION | ||||||||
| 110 BEAUREGARD ST SUITE 207 | MOBILE | AL | 36602 | 630501382 | 501(C)(3) | $50,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| SOUTH ALABAMA VOLUNTEER LAWYERS PROGRAM | ||||||||
| 118 N ROYAL STREET SUITE 402 | MOBILE | AL | 36602 | 680550595 | 501(C)(3) | $100,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| ST BERNARD PROJECT | ||||||||
| 2645 TOULOUSE STREET | NEW ORLEANS | LA | 70119 | 262189665 | 501(C)(3) | $100,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| SUBSTANTIAL CLASSROOMS CO PLAYWORKS EDUCATION ENERGIZED | ||||||||
| 638 THIRD STREET | OAKLAND | CA | 94607 | 943251867 | 501(C)(3) | $30,600 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM | |
| THE CHILDRENS INITIATIVE | ||||||||
| 4438 INGRAHAM ST | SAN DIEGO | CA | 92109 | 770587835 | 501(C)(3) | $49,313 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| THE COMMUNITY FOUNDATION OF MIDDLE TN | ||||||||
| 3833 CLEGHORN AVE 400 | NASHVILLE | TN | 37215 | 621471789 | 501(C)(3) | $10,000 | AARP FOUNDATION DISASTER RELIEF DONATION | |
| THE NONPROFIT ALLIANCE FOUNDATION | ||||||||
| 1319 F ST NW | WASHINGTON | DC | 20004 | 833751224 | 501(C)(3) | $100,000 | DONATION TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| UNITED METHODIST COMMUNITIES | ||||||||
| 3311 RT 33 | NEPTUNE | NJ | 07753 | 222720958 | 501(C)(3) | $6,500 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| UNITED WAY OF BALDWIN COUNTY | ||||||||
| 700 N MCKENZIE STREET | FOLEY | AL | 36535 | 631050217 | 501(C)(3) | $50,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| UNITED WAY OF CENTRAL GEORGIA INC | ||||||||
| 277 MARTIN LUTHER KING JR BLVD STE | MACON | GA | 312021302 | 580639811 | 501(C)(3) | $19,994 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | 301 |
| UNITED WAY OF GREATER ATLANTA INC | ||||||||
| 40 COURTLAND ST | ATLANTA | GA | 30303 | 580566194 | 501(C)(3) | $100,000 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| UNITED WAY OF JACKSON COUNTY | ||||||||
| 60 HAWTHORNE STREET | MEDFORD | OR | 97504 | 930576632 | 501(C)(3) | $50,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| UNITED WAY OF LANE COUNTY | ||||||||
| 3171 GATEWAY LOOP | SPRINGFIELD | OR | 97477 | 930394142 | 501(C)(3) | $50,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| UNITED WAY OF WEST FLORIDA | ||||||||
| 1301 W GOVERNMENT STREET | PENSACOLA | FL | 32502 | 590651076 | 501(C)(3) | $50,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| UNIVERSITY OF MAINE SYSTEM | ||||||||
| 5703 ALUMNI HALL STE 101 | ORONO | ME | 04469 | 016000769 | 501(C)(3) | $15,000 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM | |
| UNIVERSITY OF MASSACHUSETTS BOSTON | ||||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | 043167352 | GOV'T ENTITY | $287,572 | GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 3500 S FIGUEROA STREET STE 102 | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $449,418 | GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM | |
| URBAN INSTITUTE | ||||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | 520880375 | 501(C)(3) | $193,796 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| VOLUNTEERS OF AMERICA NATIONAL SERVICES | ||||||||
| 7485 OFFICE RIDGE CIRCLE | EDEN PRAIRIE | MN | 55344 | 411467162 | 501(C)(3) | $9,300 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| WA STATE COM ACTION PSHIP | ||||||||
| PO BOX 7130 | OLYMPIA | WA | 98507 | 911947862 | 501(C)(3) | $100,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 86 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCSEP ENROLLEE WAGES AND BENEFITS (SEE PAGE 2, PART III, LINE 4A) | 12000 | $57,500,142 |
| EXPERIENCE CORPS MENTORING & TUTORING STIPENDS | 2000 | $359,176 |
| EMPLOYEE CRISIS FUND | 6 | $20,551 |
| SAVE YOUR REFUND PROMOTION | 4 | $30,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AARP FOUNDATION HAS WRITTEN GRANT AGREEMENTS IN PLACE WITH FINANCIAL AND PROGRAMMATIC REPORTING REQUIREMENTS. THE REPORTS ARE REVIEWED AND FINAL PAYMENTS ARE NOT MADE UNTIL ALL WORK HAS BEEN COMPLETED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA MARSH RYERSON | ||||||||||||||
| PRESIDENT | $365,343 | $6,349 | $113,394 | $0 | $5,064 | $0 | $11,400 | $41,585 | $22,632 | $0 | $517,833 | $47,934 | $0 | $0 |
| PATRICIA D SHANNON | ||||||||||||||
| CFO & SENIOR VICE PRESIDENT | $334,786 | $0 | $81,804 | $0 | $3,978 | $0 | $11,400 | $41,585 | $13,522 | $0 | $445,490 | $41,585 | $0 | $0 |
| DAVID WHITEHEAD | ||||||||||||||
| SVP & CHIEF DEVELOPMENT OFFICER | $281,503 | $15,249 | $69,386 | $0 | $3,536 | $0 | $11,400 | $41,585 | $18,963 | $0 | $384,788 | $56,834 | $0 | $0 |
| EMILY S ALLEN | ||||||||||||||
| SVP - AARP FDN PROGRAMS | $268,312 | $0 | $64,389 | $0 | $3,687 | $0 | $11,400 | $41,585 | $8,613 | $0 | $356,401 | $41,585 | $0 | $0 |
| JAMI L WYATT | ||||||||||||||
| SECRETARY | $0 | $235,735 | $0 | $55,063 | $0 | $3,117 | $0 | $52,985 | $0 | $18,963 | $0 | $365,863 | $0 | $0 |
| WILLIAM A RIVERA | ||||||||||||||
| SVP - LITIGATION | $236,275 | $12,120 | $57,988 | $0 | $2,644 | $0 | $11,400 | $41,585 | $1,678 | $0 | $309,985 | $53,705 | $0 | $0 |
| DEMETRIOS ANTZOULATOS | ||||||||||||||
| VP - FINANCE, GRANTS, & OPERATIONS | $213,247 | $0 | $52,045 | $0 | $2,627 | $0 | $10,612 | $38,710 | $21,034 | $0 | $299,565 | $38,710 | $0 | $0 |
| PATRICK LANDERS | ||||||||||||||
| VP - STRATEGY & INNOVATION | $212,216 | $0 | $50,486 | $0 | $2,123 | $0 | $10,508 | $38,332 | $12,450 | $0 | $287,783 | $38,332 | $0 | $0 |
| STEPHEN VENUTE | ||||||||||||||
| VP - CORP & FOUNDATION RELATIONS | $214,220 | $0 | $51,740 | $0 | $2,567 | $0 | $10,638 | $38,807 | $8,085 | $0 | $287,250 | $38,807 | $0 | $0 |
| MARC MCDONALD | ||||||||||||||
| VP - FD INTEGRATION | $202,882 | $0 | $47,396 | $0 | $2,190 | $0 | $10,011 | $36,519 | $16,564 | $0 | $279,043 | $36,519 | $0 | $0 |
| STEVEN DELVECCHIO | ||||||||||||||
| VP - DIRECT RESPONSE | $139,114 | $69,806 | $50,460 | $0 | $3,653 | $0 | $10,375 | $37,847 | $1,447 | $0 | $205,049 | $107,653 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ALL NON-EMPLOYEE OFFICERS AND DIRECTORS FOR AARP FOUNDATION SERVE ON A VOLUNTEER BASIS AND ARE NOT COMPENSATED FOR THEIR GENEROUS COMMITMENT TO AARP FOUNDATION. THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REIMBURSED BY AARP FOUNDATION FOR TRAVEL AND SUBSISTENCE COSTS INCURRED IN CARRYING OUT THEIR DUTIES. BOARD MEMBERS LLOYD JOHNSON, LIBBY SARTAIN, ROBERT BLANCATO AND MARGOT JAMES COPELAND SIT ON BOTH THE AARP, INC. BOARD AND THE AARP FOUNDATION BOARD. AARP, INC. PAYS ALL SPOUSE/COMPANION TRAVEL EXPENSES FOR THESE BOARD MEMBERS AND ISSUES THE REQUIRED 1099-MISC WITH THE APPLICABLE INCOME TAX GROSSUP PAYMENT. |
| PART I, LINE 5 | AARP FOUNDATION PARTICIPATES IN AARP'S ENTERPRISE-WIDE COMPENSATION PLAN. UNDER THAT COMPENSATION PLAN, NUMEROUS ORGANIZATIONAL FACTORS ARE CONSIDERED IN EMPLOYEE COMPENSATION, OF WHICH GROSS REVENUES IS ONE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 254839H48 | CUSIPNum |
| Bond Issued | 2004-10-21 | BondIssuedDt |
| Issue Price | $25,000,000 | IssuePriceAmt |
| Purpose | PURCHASE OF OFFICE SPACE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $25,000,000 | TotalProceedsAmt |
| Capital Expenditures | $23,688,767 | CapitalExpendituresAmt |
| Other Spent Proceeds | $1,311,233 | OtherSpentProceedsAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00700 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00700 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ADAME | PersonNm |
| Relationship With Org | PRESIDENT OF CHICANOS POR LA CAUSA INC AND BOARD MEMBER OF AARP FOUNDATION | RelationshipWithOrgTxt |
| Type Of Assistance | RESTRICTED GRANT | TypeOfAssistanceTxt |
| Assistance Purpose | SUPPORT FOR THE PROPERTY TAX-AIDE ARIZONA PILOT PROGRAM | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | AFFILIATED ENTITY | RelationshipDescriptionTxt |
| Transaction | $143,028 | TransactionAmt |
| Transaction | GRANT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, COLUMN (D) | FormAndLineReferenceDesc |
| Explanation | GRANTS FOR PERFORMANCE OF CHARITABLE ACTIVITIES ON BEHALF OF AARP FOUNDATION | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24,738 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HIGH / LOW AVERAGE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TABLETS | 220 | $168,000 | MARKET VALUE |
| Yes (X) | PHONES | 481 | $80,510 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | AARP FOUNDATION REPORTS THE NUMBER OF ITEMS RECEIVED. PER THE IRS ISSUED INSTRUCTIONS TO SCHEDULE M, EACH SEPARATE CONTRIBUTION OF PUBLICLY TRADED STOCK WAS TREATED AS AN ITEM. | 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 BOARD OF DIRECTORS APPOINTS UP TO TEN VOTING MEMBERS OF THE AARP FOUNDATION BOARD OF DIRECTORS. UP TO FOUR OF THE AARP FOUNDATION BOARD MEMBERS MAY BE CURRENT AARP BOARD MEMBERS. THE REMAINING BOARD MEMBERS SHALL BE UNAFFILIATED WITH AARP. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE AARP BOARD OF DIRECTORS APPOINTS UP TO TEN VOTING MEMBERS OF THE AARP FOUNDATION BOARD OF DIRECTORS. UP TO FOUR OF THE AARP FOUNDATION BOARD MEMBERS MAY BE CURRENT AARP BOARD MEMBERS. THE REMAINING BOARD MEMBERS SHALL BE UNAFFILIATED WITH AARP. AN AARP FOUNDATION BOARD MEMBER MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY FORMAL ACTION OF THE AARP FOUNDATION BOARD OF DIRECTORS, DESIGNATING A SUCCESSOR. THE AARP FOUNDATION BYLAWS PROVIDE THAT NO AMENDMENTS TO THE BYLAWS ADOPTED BY THE FOUNDATION MAY TAKE EFFECT UNTIL APPROVED BY THE AARP BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 FOR AARP FOUNDATION ("FOUNDATION") IS PREPARED BY AN OUTSIDE CONSULTANT AND REVIEWED BY AARP FOUNDATION'S CFO, PRESIDENT, AND OTHER INTERNAL REVIEWERS. THE FORM 990 IS THEN PROVIDED TO THE AARP FOUNDATION BOARD OF DIRECTORS. ONCE ALL REVIEWS ARE COMPLETE, 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 15A | THROUGH ITS SHARED SERVICES AGREEMENT WITH AARP, AARP FOUNDATION 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 CONSULTING FIRM, INTERNAL CRITERIA, AND AN INDIVIDUAL'S ACTUAL PERFORMANCE AND CONTRIBUTION. INTERNAL CRITERIA IS 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 THE FOUNDATION INCLUDING THE PRESIDENT, CFO, AND KEY EMPLOYEES. BASED ON THE PROCESS DESCRIBED ABOVE, THE AARP FOUNDATION BOARD CHAIR APPROVES ADJUSTMENTS TO THE PRESIDENT'S COMPENSATION PACKAGE. THE JOB PERFORMANCE OF THE CFO AND OTHER KEY EMPLOYEES ARE DISCUSSED ANNUALLY WITH THE STRATEGY AND GOVERNANCE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 18 | AARP FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO THE AARP FOUNDATION'S OFFICE OF THE CFO. |
| FORM 990, PART VI, SECTION C, LINE 19 | AARP FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO THE AARP FOUNDATION'S OFFICE OF THE CFO. |
| PART VII, SEC. A, OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES | AARP FOUNDATION HAS A STANDARD 40 HOUR WORK WEEK AND THE AVERAGE HOURS ARE DISCLOSED ON FORM 990. OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OFTEN WORK IN EXCESS OF THAT AMOUNT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 ORGANIZATION DEDICATED TO PERSONS OVER AGE 50 | DC | 501(C)(4) | N/A | N/A | 0 | |
| LEGAL COUNSEL FOR THE ELDERLY | |||||||||||
| 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 | |
| AARP INSURANCE PLAN | |||||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | 526069387 | GRANTOR TRUST HOLDING CERTAIN AARP GROUP HEALTH INSURANCE POLICIES | DC | 501(C)(4) | N/A | 0 | AARP | |
| WISH OF A LIFETIME | |||||||||||
| 303 EAST 17TH AVE STE 850 | DENVER | CO | 80203 | 262123649 | SHIFT HOW SOCIETY VALUES SENIORS BY GRANTING/SHARING LIFELONG WISHES | CO | 501(C)(3) | 509(A)(1) | 0 | AARP | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|
| AARP FINANCIAL SERVICES CORPORATION | ||||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | 521367607 | REAL ESTATE HOLDING COMPANY | DE | AARP | C | 0 | |
| AARP SERVICES INC (CONSOLIDATED) | ||||||||||
| 620 F STREET NW | WASHINGTON | DC | 20004 | 522141065 | QUALITY CONTROL AND RESEARCH | DE | AARP | C | 0 | |
| THE H WAYNE AND ANNE D BARBETTI CHARITABLE REMAINDER UNITRUST | ||||||||||
| 5011 HAVEN AVENUE | OCEAN CITY | NJ | 08226 | 206379297 | CHARITABLE REMAINDER TRUST | NJ | T | 0 | N/A | |
| AARP FOUNDATION TRUST | ||||||||||
| 400 HOWARD STREET | SAN FRANCISCO | CA | 94105 | 306645384 | GRANTOR TRUST | CA | AARP FOUNDATION | T | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP INC - GRANT AWARDS TO AARP FOR PERFROMANCE OF CHARITABLE ACTIVITIES | ||
| B | $143,028 | GRANT AGREEMENTS |
| AARP INC - CASH CONTRIBUTIONS | ||
| C | $10,414,962 | CASH PAID |
| AARP INC - BOND STANDBY AGREEMENT | ||
| E | $25,000,000 | IN THE EVENT OF DEFAULT |
| AARP INC - IN-KIND SHARED SERVICES | ||
| M | $25,391,350 | ALLOCABLE COST |
| AARP INC - IN-KIND ADVERTISING | ||
| M | $5,255,443 | PUBLICATION SPACE MARKET VALUE |
| AARP INC - MAILING LISTS | ||
| N | SEE SUPPLEMENTAL INFORMATION | |
| AARP INC - IN-KIND RENT | ||
| N | $67,660 | ALLOCABLE COST |
| AARP INC - MAINTENANCE & TELEPHONE | ||
| P | $832,856 | COSTS INCURRED |
| AARP INC - SHARED EMPLOYEE SALARY | ||
| Q | $455,481 | ACTUAL SALARY FOR TIME REPORTED |
| AARP INC - 25K ANNUAL FEE LINE OF CREDIT | ||
| R | $25,000 | CASH PAID |
| AARP SERVICES INC | ||
| C | $2,000 | CASH PAID |
| ANDRUS INSURANCE FUND INC - WORKERS COMP & OTHER INSURANCE | ||
| R | $2,408,296 | PREMIUMS PAID |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 2(A)(7) | FormAndLineReferenceDesc |
| Explanation | AARP FOUNDATION AND AARP, ITS PARENT ORGANIZATION, SHARE MAILING LISTS. AARP DOES NOT RENT ITS MAILING LIST TO OTHER ORGANIZATIONS, SO A FAIR MARKET VALUE OF THE BENEFIT TO THE FOUNDATION HAS NOT BEEN ESTABLISHED. THE AARP LIST IS MUCH LARGER AND THUS PRESUMABLY MORE VALUABLE THAN THE FOUNDATION LIST. MOREOVER, THE VAST MAJORITY OF NAMES ON THE AARP FOUNDATION LIST ARE ALREADY ON THE AARP LIST, AS THEY ARE ALSO AARP MEMBERS. | ExplanationTxt |
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