AARP FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AARP FOUNDATION (EIN 52-0794300)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202013159349304086
- Schema version
- 2019v5.1
- 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 | 2020-11-10T14:29:34-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PARVIN VAN ENGER | PreparerPersonNm |
| PTIN | P00955143 | PTIN |
| Phone | 2135932300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.5.68.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 14:29:28 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D7FEE8272A9E6182CABEB46B102F2729B1FBFD7B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $966,873,763 | 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 AND 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 | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 353 | TotalEmployeeCnt |
| Total Volunteers | 41892 | TotalVolunteersCnt |
| Total Gross UBI | $101,845 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $13,940 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $248,393,739 | PYContributionsGrantsAmt |
| CY Contributions Grants | $263,901,185 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,121,191 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,387,081 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,766,638 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,703,169 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$198,827 | PYOtherRevenueAmt |
| CY Other Revenue | -$189,481 | CYOtherRevenueAmt |
| PY Total Revenue | $282,082,741 | PYTotalRevenueAmt |
| CY Total Revenue | $295,801,954 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,197,948 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $80,209,169 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,172,276 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,099,911 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,137,486 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,528,682 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $22,730,179 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $62,415,930 | PYOtherExpensesAmt |
| CY Other Expenses | $67,588,163 | CYOtherExpensesAmt |
| PY Total Expenses | $170,923,640 | PYTotalExpensesAmt |
| CY Total Expenses | $187,425,925 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $111,159,101 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $108,376,029 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $439,330,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $598,934,811 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $52,750,956 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,765,477 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $386,579,789 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $534,169,334 | 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 | $72,044,853 | ExpenseAmt |
| Grant | $56,513,567 | GrantAmt |
| Revenue | $935 | RevenueAmt |
| Desc | THE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (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. THEIR SCSEP EXPERIENCE MOST OFTEN LEADS TO PERMANENT EMPLOYMENT. SCSEP IS ADMINISTERED BY THE U.S. DEPARTMENT OF LABOR. AARP FOUNDATION OPERATES IN 21 STATES AND PUERTO RICO. IN PROGRAM YEAR 2018/2019 MORE THAN 13,000 PEOPLE WERE SERVED AND MORE THAN 3,600 OBTAINED UNSUBSIDIZED EMPLOYMENT. HTTP://WWW.AARP.ORG/AARP-FOUNDATION/OUR-WORK/INCOME/SCSEP/ | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,230,793 | ExpenseAmt |
| Desc | AARP FOUNDATION TAX-AIDE IS THE NATION'S LARGEST, FREE, VOLUNTEER-RUN TAX PREPARATION AND ASSISTANCE SERVICE. IT IS AVAILABLE TO LOW- AND MODERATE-INCOME TAXPAYERS WITH SPECIAL ATTENTION TO THOSE AGED 50 AND OLDER. IN 2019, OVER 35,000 AARP FOUNDATION TRAINED AND IRS-CERTIFIED VOLUNTEERS HELPED OVER 2.5 MILLION PEOPLE FILE THEIR TAXES, RESULTING IN OVER $1.4 BILLION IN INCOME TAX REFUNDS FOR TAXPAYERS AND MORE THAN $200 MILLION IN EARNED INCOME TAX CREDITS. SITES WERE OPEN LATE JANUARY/EARLY FEBRUARY THROUGH MID-APRIL FOR FACE-TO-FACE SERVICE. ONLINE ASSISTANCE WAS AVAILABLE THROUGHOUT THE REST OF THE YEAR. TAX-AIDE PREPARED RETURNS ARE ELECTRONICALLY FILED, WHICH HELPS TO INCREASE BOTH THE ACCURACY OF RETURNS PREPARED AND THE SPEED OF REFUNDS TO TAXPAYERS. HTTP://WWW.AARP.ORG/TAXAIDE | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,857,245 | ExpenseAmt |
| Grant | $1,728,848 | GrantAmt |
| Revenue | $945,380 | RevenueAmt |
| Desc | 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 HAS MORE THAN 2,000 HIGHLY TRAINED VOLUNTEERS WORKING IN MORE THAN 22 CITIES AND SERVES OVER 30,000 STUDENTS IN 2019 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). STUDIES SHOW THAT AARP FOUNDATION EXPERIENCE CORPS WORKS. 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|---|
| $4,588,345 | $2,611,837 | FOOD SECURITY-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 GRANTMAKING, AARP FOUNDATION SUPPORTS NONPROFIT COMMUNITY ORGANIZATIONS IN 10 STATES 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 2019, WE FUNDED 16 ORGANIZATIONS IN SEVEN STATES, ENABLING THEM TO RAISE GREATER AWARENESS ABOUT ESAP AND HELP ALMOST 50,000 ELIGIBLE OLDER ADULTS APPLY FOR AND GET SNAP BENEFITS. | |
| $12,544,586 | $12,544,586 | AARP SUB-GRANTS-AARP FOUNDATION HAS AWARDED GRANTS TO AARP TO FURTHER THE FOUNDATION'S CHARITABLE MISSION OF HELPING LOW INCOME OLDER AMERICANS SECURE ESSENTIALS THROUGH PROGRAMS THAT FOCUS ON CAREGIVING, NURSING, DEMENTIA RESEARCH AND POLICY, AND DRIVER SAFETY TO COMBAT ISOLATION, AND ASSET PROTECTION TO SAFEGUARD INCOME. | |
| $4,785,770 | $43,750 | LITIGATION-AARP FOUNDATION LITIGATION (AFL) IS THE LITIGATING ARM OF AARP FOUNDATION. AFL 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. AFL 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 | $158,014 |
| $1,663,954 | $185,114 | 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 AND HERE TO STAY, A PROGRAM THAT HELPS OLDER ADULTS WITH HOME MAINTENANCE.PROPERTY TAX-AIDE USES AN INNOVATIVE ONLINE FINTECH TOOL TO SIMPLIFY THE PROCESS OF APPLYING FOR PROPERTY TAX REFUNDS AND CREDITS. IN 2019, THE 15,000 OLDER HOMEOWNERS AND RENTERS WHO USED PROPERTY TAX-AIDE WERE PROJECTED TO RECEIVE A TOTAL OF $7 MILLION IN TAX REBATES AND CREDITS. AARP FOUNDATION DEVELOPED HERE TO STAY: HOME UPKEEP FOR ALL. THE PROGRAM OFFERS IN-PERSON HOME MAINTENANCE WORKSHOPS. SINCE JUNE 2019, MORE 33,000 USERS HAVE DOWNLOADED THE TOOLKIT. | $265,403 |
| $4,349,696 | $2,366,396 | 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 TO SEEK OUT SOLUTIONS. 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 (CONNECT2AFFECT.ORG), WE PROVIDE VISITORS WITH RESEARCH AND TIPS ON STAYING CONNECTED, ALONG WITH AN ASSESSMENT THAT ALLOWS USERS TO EVALUATE THEIR ISOLATION RISK (OR THAT OF A LOVED ONE) AND GET GUIDANCE ON HOW TO STRENGTHEN THEIR SOCIAL BONDS. NEARLY 100,000 VISITORS TO CONNECT2AFFECT.ORG HAVE TAKEN THE ASSESSMENT TO FIND OUT WHETHER THEY ARE AT RISK OF ISOLATION. IN 2018, AARP FOUNDATION SPONSORED A NATIONAL CONSENSUS STUDY WITH THE NATIONAL ACADEMIES OF SCIENCE. THIS 18-MONTH STUDY, TO BE 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.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. | |
| $5,740,030 | $1,490,490 | 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. | |
| $4,099,493 | $1,284,581 | BACK TO WORK 50+ - AARP FOUNDATION LAUNCHED BACK TO WORK 50+ TO INCREASE THE SERVICES AND RESOURCES AVAILABLE TO 50+ JOB CANDIDATES NATIONALLY AND IN COMMUNITIES AND TO FACILITATE THEIR ACCESS TO IN-DEMAND JOBS TO ENABLE THEM TO GENERATE INCOME AND INCREASE THEIR FINANCIAL SECURITY. IN 2019, THE PROGRAM SERVED OVER 14,000 DIRECTLY AND THROUGH PARTNERS AND OVER 1,000 PEOPLE WERE EMPLOYED (WWW.AARP.ORG/BACKTOWORK50PLUS). IN 2014 THE PROGRAM WAS AWARDED A SOCIAL INNOVATION FUND GRANT FROM THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE TO EVALUATE AND SCALE THE MODEL. BACK TO WORK 50+ PROVIDES JOB SEARCH GUIDES, WORKSHOPS, AND COACHING FOR STRUGGLING JOBSEEKERS 50 AND OLDER TO HELP THEM REGAIN THEIR CONFIDENCE, AND REFRESH THEIR SKILLS SO THEY CAN CONTINUE TO WORK FOR AS LONG AS NEEDED. | |
| $10,792,559 | $1,440,000 | CONTRIBUTIONS AND OTHER PROGRAMS-THE FOUNDATION ALSO SPONSORED ORGANIZATIONS, EVENTS, AND CONFERENCES THAT HIGHLIGHTED TANGIBLE WAYS TO BUILD ECONOMIC OPPORTUNITY AND SOCIAL CONNECTEDNESS IN AMERICA FOR LOW-INCOME SENIORS, AND SUPPORTED RELIEF FOR OLDER VICTIMS OF CALIFORNIA WILDFIRES AND FLOODING IN NEBRASKA AND SOUTH DAKOTA. | $17,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $48,564,433 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $21,966,754 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $440,766 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $151,697,324 | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 200 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 353 | 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 | DA | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | NO | ForeignCountryCd |
| Foreign Country | PO | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | TU | ForeignCountryCd |
| Foreign Country | MX | 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | 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 (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LLOYD JOHNSON | |||||||||
| BOARD CHAIR | 6.00 | 10.00 | Yes (X) | $0 | $4,105 | $0 | |||
| JAIME GUTIERREZ | |||||||||
| BOARD / VICE CHAIR / AUDIT | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| HARRY E JOHNSON | |||||||||
| BOARD MEMBER / FINANCE CHA | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIANE D MILLER | |||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ADAME | |||||||||
| BOARD MEMBER | 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 | ||||
| ANN DAW | |||||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA MARSH RYERSON | |||||||||
| PRESIDENT | 40.00 | $468,741 | $370 | $66,255 | Yes (X) | ||||
| PATRICIA D SHANNON | |||||||||
| CFO & SENIOR VICE PRESIDEN | 40.00 | $406,669 | $0 | $57,755 | Yes (X) | ||||
| JAMI L WYATT AS OF 3319 | |||||||||
| SECRETARY | 1.00 | 40.00 | $0 | $285,499 | $66,630 | Yes (X) | |||
| DAVID WHITEHEAD | |||||||||
| SVP & CHIEF DEVELOPMENT OF | 40.00 | $346,314 | $13,663 | $66,914 | Yes (X) | ||||
| WILLIAM A RIVERA | |||||||||
| SVP- LITIGATION | 40.00 | $299,497 | $1,307 | $46,813 | Yes (X) | ||||
| EMILY S ALLEN | |||||||||
| SVP - AARP FDN PROGRAMS | 40.00 | $323,844 | $0 | $54,590 | Yes (X) | ||||
| KEANNE C HENRY | |||||||||
| VP - EXPERIENCE CORPS | 40.00 | $259,176 | $0 | $47,945 | Yes (X) | ||||
| STEVEN DELVECCHIO | |||||||||
| VP - DIRECT RESPONSE | 40.00 | $192,399 | $60,391 | $41,853 | Yes (X) | ||||
| STEPHEN VENUTE | |||||||||
| VP - CORP & FOUNDATION REL | 40.00 | $258,332 | $0 | $48,626 | Yes (X) | ||||
| PATRICK LANDERS | |||||||||
| VP - STRATEGY & INNOVATION | 40.00 | $257,586 | $0 | $49,236 | Yes (X) | ||||
| DEMETRIOS ANTZOULATOS | |||||||||
| VP - FINANCE, GRANTS, & OPERATIONS | 40.00 | $257,587 | $0 | $60,862 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,070,145 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $365,335 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $607,479 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 99 | 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 |
|---|---|---|---|---|---|
| HIRSCHFELD MARKETING SOLUTIONS | |||||
| 18540 STARCREEK DR | CORNELIUS | NC | 28031 | MEAL PACK MARKETING & OPERATIONS | $1,569,586 |
| DIRECT MAIL SOLUTIONS | |||||
| 4500 SARELLEN RD | RICHMOND | VA | 23231 | COMMERCIAL PRINTING SERVICES | $1,515,240 |
| CP DIRECT INC | |||||
| 4600A BOSTON WAY | LANHAM | MD | 20706 | COMMERCIAL PRINTING SERVICES | $1,362,410 |
| MEDIACOM WORLDWIDE INC | |||||
| 12180 MILLENNIUM DRIVE SUITE 440 | PLAYA VISTA | CA | 90094 | MEDIA OUTREACH OPTIMIZATION | $1,067,774 |
| BSC ACQUISITION SUB LLC | |||||
| 50 W BROAD ST SUITE 1800 | COLUMBUS | OH | 43215 | COMMERCIAL PRINTING SERVICES | $1,058,399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 91 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $111,795 | FederatedCampaignsAmt |
| Related Organizations | $101,862,739 | RelatedOrganizationsAmt |
| Government Grants | $87,185,832 | GovernmentGrantsAmt |
| All Other Contributions | $74,740,819 | AllOtherContributionsAmt |
| Noncash Contributions | $31,840 | NoncashContributionsAmt |
| Total Contributions | $263,901,185 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPERIENCE CORPS PROGRAM FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $945,380 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $945,380 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $441,701 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $441,701 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,387,081 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,687,555 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $101,845 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,585,710 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $685,087,423 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $671,071,809 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,015,614 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,015,614 | TotalRevenueColumnAmt |
| Exclusion | $14,015,614 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CHARITABLE GIFT ANNUITY SEVERANCE | 900099 | $215,914 | $215,914 |
| MISCELLANEOUS REVENUE | 900099 | $86 | $86 |
| CHANGE IN VALUE- CHARITABLE GIFT | 900099 | -$405,481 | -$405,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$189,481 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $295,801,954 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,387,081 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $101,845 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,411,843 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,345,062 | TotalAmt |
| Program Services | $23,345,062 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,864,107 | TotalAmt |
| Program Services | $56,864,107 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,967,507 | TotalAmt |
| Program Services | $656,791 | ProgramServicesAmt |
| Management And General | $931,465 | ManagementAndGeneralAmt |
| Fundraising | $379,251 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,474,168 | TotalAmt |
| Program Services | $22,760,582 | ProgramServicesAmt |
| Management And General | $4,326,499 | ManagementAndGeneralAmt |
| Fundraising | $3,387,087 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935,140 | TotalAmt |
| Program Services | $690,813 | ProgramServicesAmt |
| Management And General | $141,839 | ManagementAndGeneralAmt |
| Fundraising | $102,488 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,815,990 | TotalAmt |
| Program Services | $2,024,721 | ProgramServicesAmt |
| Management And General | $498,627 | ManagementAndGeneralAmt |
| Fundraising | $292,642 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,907,106 | TotalAmt |
| Program Services | $1,392,426 | ProgramServicesAmt |
| Management And General | $304,146 | ManagementAndGeneralAmt |
| Fundraising | $210,534 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,636 | TotalAmt |
| Program Services | $236,636 | 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 | $1,528,682 | TotalAmt |
| Fundraising | $1,528,682 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,956,439 | TotalAmt |
| Management And General | $1,956,439 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,026,762 | TotalAmt |
| Program Services | $8,920,746 | ProgramServicesAmt |
| Management And General | $1,285,061 | ManagementAndGeneralAmt |
| Fundraising | $820,955 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,835,328 | TotalAmt |
| Program Services | $2,028,534 | ProgramServicesAmt |
| Management And General | $940,029 | ManagementAndGeneralAmt |
| Fundraising | $866,765 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,629,257 | TotalAmt |
| Program Services | $10,585,120 | ProgramServicesAmt |
| Management And General | $26,102 | ManagementAndGeneralAmt |
| Fundraising | $18,035 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,383,870 | TotalAmt |
| Program Services | $1,976,639 | ProgramServicesAmt |
| Management And General | $348,396 | ManagementAndGeneralAmt |
| Fundraising | $58,835 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,047,337 | TotalAmt |
| Program Services | $2,698,145 | ProgramServicesAmt |
| Management And General | $232,721 | ManagementAndGeneralAmt |
| Fundraising | $116,471 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,526,688 | TotalAmt |
| Program Services | $1,272,147 | ProgramServicesAmt |
| Management And General | $142,774 | ManagementAndGeneralAmt |
| Fundraising | $111,767 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,911 | TotalAmt |
| Program Services | $646,115 | ProgramServicesAmt |
| Management And General | $8,356 | ManagementAndGeneralAmt |
| Fundraising | $18,440 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,130 | TotalAmt |
| Program Services | $209,981 | ProgramServicesAmt |
| Management And General | $110,026 | ManagementAndGeneralAmt |
| Fundraising | $55,123 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,424,428 | TotalAmt |
| Program Services | $763,718 | ProgramServicesAmt |
| Management And General | $462,066 | ManagementAndGeneralAmt |
| Fundraising | $198,644 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,381 | TotalAmt |
| Management And General | $2,381 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING AND POSTAGE | $20,791,096 | $6,403,154 | $58,398 | $14,329,544 |
| VOLUNTEER TRAVEL/ACTIVI | $6,361,688 | $6,318,411 | $43,267 | $10 |
| MISCELLANEOUS OPERATING | $1,909,711 | $723,784 | $976,552 | $209,375 |
| TELECOMMUNICATION EXPEN | $1,244,501 | $1,179,692 | $39,278 | $25,531 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,425,925 | TotalAmt |
| Program Services | $151,697,324 | ProgramServicesAmt |
| Management And General | $12,998,422 | ManagementAndGeneralAmt |
| Fundraising | $22,730,179 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,897,483 | TotalAmt |
| Program Services | $4,323,365 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $10,574,118 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,220,950 | BOYAmt |
| EOY | $3,393,270 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,850,314 | BOYAmt |
| EOY | $19,697,220 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,263,625 | BOYAmt |
| EOY | $13,583,525 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,044,836 | BOYAmt |
| EOY | $867,035 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,088,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,091,216 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,835,661 | BOYAmt |
| EOY | $14,997,045 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,129,995 | BOYAmt |
| EOY | $534,768,098 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,814,593 | BOYAmt |
| EOY | $5,209,704 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,900,364 | BOYAmt |
| EOY | $6,165,767 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,407 | BOYAmt |
| EOY | $253,147 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,330,745 | BOYAmt |
| EOY | $598,934,811 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,212,537 | BOYAmt |
| EOY | $28,012,161 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,177,902 | BOYAmt |
| EOY | $8,532,978 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,305,114 | BOYAmt |
| EOY | $170,827 | 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 | $3,055,403 | BOYAmt |
| EOY | $3,049,511 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,750,956 | BOYAmt |
| EOY | $64,765,477 | 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 | $95,487,650 | BOYAmt |
| EOY | $112,088,429 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,092,139 | BOYAmt |
| EOY | $422,080,905 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,579,789 | BOYAmt |
| EOY | $534,169,334 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,330,745 | BOYAmt |
| EOY | $598,934,811 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $108,376,029 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $39,213,516 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $152,271,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $281,047,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,808,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,393,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $263,901,186 | CurrentTaxYearAmt |
| Total | $1,195,421,679 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,271,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $281,047,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,808,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,393,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $263,901,186 | CurrentTaxYearAmt |
| Total | $1,195,421,679 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $433,768,582 | SubstantialContributorsTotAmt |
| Public Support Total170 | $761,653,097 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,454,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,172,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,040,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,340,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,687,555 | CurrentTaxYearAmt |
| Total | $46,694,103 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $518,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,708,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $640,882 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $922,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,197,600 | CurrentTaxYearAmt |
| Total | $4,987,565 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,247,103,347 | TotalSupportAmt |
| Public Support CY170 | 0.61070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65320 | 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); | 2015 OTHER PROGRAM INCOME - $105,873 2015 EXPERIENCE CORPS SCHOOL FEES - $107,065 2015 CGA SEVERANCE - $361,524 2015 CGA CHANGE IN VALUE - $(56,222) TOTAL PROGRAM SERVICES REVENUE - $518,240 |
| PART II, LINE 10(B); | 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(C); | 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(D); | 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(E); | 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 |
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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,983,362 | BeginningYearBalanceAmt |
| Contributions | $336,554 | ContributionsAmt |
| Investment Earnings Or Losses | -$328,393 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $852,519 | OtherExpendituresAmt |
| End Year Balance | $17,139,004 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05410 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94590 | 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 | $13,372,594 | DepreciationAmt |
| Book Value | $9,364,314 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,911,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,718,622 | DepreciationAmt |
| Book Value | $1,192,731 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,997,045 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY LIABILITY | Desc |
| Amt | $3,049,511 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,049,511 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $387,981,050 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $39,213,516 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $55,081,386 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $94,294,902 | RevenueNotReportedAmt |
| Revenue Subtotal | $293,686,148 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,115,806 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,115,806 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $295,801,954 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $240,391,505 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $55,081,386 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $55,081,386 | ExpensesNotReportedAmt |
| Expenses Subtotal | $185,310,119 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,115,806 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,115,806 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $187,425,925 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PERMANENTLY RESTRICTED ENDOWMENT IN JANUARY 2019, THE FOUNDATION RECEIVED A CONTRIBUTION OF $78,917,500 FROM AARP, INC. FOR ITS PERMANENTLY RESTRICTED ENDOWMENT FUND. IN ACCORDANCE WITH THE TERMS OF THE DONOR AGREEMENT, THE FOUNDATION IS REQUIRED TO ADD ALL INVESTMENT INCOME AND GAINS TO THE BALANCE OF THIS ENDOWMENT FUND UNTIL SUCH TIME AS ESTABLISHED BY THE DONOR. BOARD DESIGNATED QUASI-ENDOWMENT THE FOUNDATION'S UNRESTRICTED NET ASSETS INCLUDE AMOUNTS DESIGNATED BY ITS BOARD OF DIRECTORS TO FUNCTION AS A QUASI-ENDOWMENT FUND. IN CONNECTION WITH ITS QUASI-ENDOWMENT FUND, THE BOARD HAS ADOPTED A SPENDING POLICY, WHICH PERMITS AN ANNUAL TRANSFER TO OPERATING FUNDS UP TO 6% OF THE PREVIOUS 12 QUARTERS' AVERAGE QUASI-ENDOWMENT FUND BALANCE. ASSETS OF BOTH THE PERMANENTLY 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 915,417. INVESTMENT EXPENSES FROM K-1S INCLUDED IN UNREALIZED GAIN ON FS 1,200,389. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES TREATED AS CONTRA REVENUE ON FS 915,417. INVESTMENT EXPENSES FROM K-1S INCLUDED IN UNREALIZED GAIN ON FS 1,200,389. |
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 (3 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 AND HUSSEY | ||||||||
| 2000 15TH STREET NORTH SUITE 550 | ARLINGTON | VA | 22201 | DIRECT MAIL PRODUCTION MANAGEMENT SERVICES | 0 | $0 | $780,532 | $0 |
| GIFT STRATEGIES | ||||||||
| 1539 FALLS RIVER AVE SUITE 3 | SEEKONK | MA | 02771 | CALLING SERVICES TO INDIVIDUALS | 0 | $0 | $537,950 | $0 |
| BLUE STATE DIGITAL | ||||||||
| 101 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10013 | MARKETING ADVISORY SERVICES | 0 | $0 | $465,567 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $1,784,049 | 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 MISCELLANEOUS OFFICE EXPENSES $562 ADVERTISING & PROMOTION $149,238 TOTAL PAID TO CHAPMAN CUBINE AND HUSSEY $780,532 BLUE STATE DIGITAL PROFESSIONAL FUNDRAISING FEE $360,000 CONSULTING SERVICES $105,567 TOTAL PAID TO BLUE STATE DIGITAL $465,567 GIFT STRATEGIES PROFESSIONAL FUNDRAISING FEE $537,950 TOTAL PAID TO GIFT STRATEGIES $537,950 TOTAL AMOUNTS PAID TO FUNDRAISERS $1,784,049 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (77 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) | $12,544,586 | CHARITABLE WORK CONDUCTED ON BEHALF OF AARP FOUNDATION | |
| AMERICAN BAR ASSOCIATION FUND FOR JUSTICE & EDUCATION | ||||||||
| 321 N CLARK STREET | CHICAGO | IL | 60654 | 366110299 | 501(C)(3) | $10,000 | DONATION TO THE ABA 2019 NATIONAL AGING & LAW CONFERENCE | |
| ACCESS HEARS | ||||||||
| 14301 COOPER RD | PHOENIX | MD | 21131 | 474175242 | 501(C)(3) | $150,000 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT | ||||||||
| 1 LONG WHARF DR STE 1L | NEW HAVEN | CT | 06511 | 060915531 | 501(C)(3) | $44,651 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM | |
| AUSTIN COMMUNITY COLLEGE DISTRICT | ||||||||
| 9101 TUSCANY WAY RM 153 | AUSTIN | TX | 78754 | 741742036 | $132,017 | GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM | ||
| BENEFITS DATA TRUST | ||||||||
| CENTRE SQUARE WEST 1500 MARKET | PHILADEPHIA | PA | 19102 | 203455598 | 501(C)(3) | $350,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | STREET SUITE 2800 |
| BREVARD WORKFORCE DEVELOPMENT BOARD INC | ||||||||
| 297 BARNES BLVD | ROCKLEDGE | FL | 32955 | 593031785 | 501(C)(3) | $84,682 | GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM | |
| CARVER COMMUNITY ORGANIZATION INC | ||||||||
| 400 SE 8TH ST | EVANSVILLE | IN | 47713 | 350869030 | 501(C)(3) | $77,475 | GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM AND SPONSORSHIP | |
| CHICAGO COOK WORKFORCE | ||||||||
| 69 W WASHINGTON SUITE 2860 | CHICAGO | IL | 60602 | 364122225 | 501(C)(3) | $210,000 | GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM | |
| CHICANOS POR LA CAUSA INC | ||||||||
| 1112 E BUCKEYE RD | PHOENIX | AZ | 850344043 | 860227210 | 501(C)(3) | $100,000 | GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM | |
| CITY OF TEMPE | ||||||||
| 20 E SIXTH ST | TEMPE | AZ | 85281 | 866000262 | $61,636 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM | ||
| EAST SIDE LEARNING CENTER | ||||||||
| 740 YORK AVE | SAINT PAUL | MN | 55106 | 043699678 | 501(C)(3) | $66,880 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| FEEDING CHILDREN EVERYWHERE INC | ||||||||
| 830 S RONALD REAGAN BLVD STE 142 | LONGWOOD | FL | 32750 | 273274349 | 501(C)(3) | $25,000 | DONATION TO THE SNAP GAP PROJECT | |
| FEEDING SOUTH FLORIDA | ||||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | 592097520 | 501(C)(3) | $60,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY 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 | |
| FINANCIAL HEALTH NETWORK | ||||||||
| 135 SOUTH LASALLE STREET SUITE 2125 | CHICAGO | IL | 60603 | 203006098 | 501(C)(3) | $1,210,500 | GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM | |
| FOOD RESEARCH AND ACTION CENTER | ||||||||
| 1200 18TH ST NW STE 400 | WASHINGTON | DC | 20036 | 237200739 | 501(C)(3) | $30,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM AND SPONSORSHIP | |
| FOUNDATION FOR ART & HEALING | ||||||||
| 77 STEARNS ROAD | BROOKLINE | MA | 02446 | 331125148 | 501(C)(3) | $250,000 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| GENERATIONS INCORPORATED | ||||||||
| 25 KINGSTON ST 4TH FL | BOSTON | MA | 02111 | 043227007 | 501(C)(3) | $303,908 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM | |
| GEORGIA LEGAL SERVICES PROGRAM | ||||||||
| 104 MARIETTA STREET SUITE 250 | ATLANTA | GA | 30303 | 581111590 | 501(C)(3) | $60,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| GREATER CLEVELAND VOLUNTEERS | ||||||||
| 4415 EUCLID AVE STE 200 | CLEVELAND | OH | 44103 | 341356768 | 501(C)(3) | $62,102 | GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM AND SPONSORSHIP | |
| MAINTAINING ACTIVE CITIZENS INC | ||||||||
| 909 PROGRESS CIRCLE | SALISBURY | MD | 21804 | 520992005 | 501(C)(3) | $40,000 | GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM | |
| HOUSING ASSISTANCE COUNCIL | ||||||||
| 1025 VERMONT AVE NW STE 606 | WASHINGTON | DC | 20005 | 520939288 | 501(C)(3) | $55,000 | SPONSORSHIP OF CONFERENCE AND GENERAL SUPPORT | |
| 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) | $60,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| INTERFAITH WORKS OF CENTRAL NEW YORK | ||||||||
| 1010 JAMES STREET | SYRACUSE | NY | 13203 | 161064233 | 501(C)(3) | $100,000 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| JEFFERSON STATE COMMUNITY COLLEGE | ||||||||
| 2601 CARSON RD | BIRMINGHAM | AL | 35215 | 630501357 | $114,482 | GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM | ||
| LA'S BEST | ||||||||
| 200 N SPRING ST M 120 | LOS ANGELES | CA | 90012 | 954311058 | 501(C)(3) | $32,694 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM | |
| LEGAL SERVICES OF NORTHERN CALIFORNIA | ||||||||
| 517 12TH ST | SACRAMENTO | CA | 95814 | 941384659 | 501(C)(3) | $100,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | 953135649 | 501(C)(3) | $60,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| MEDICAL COLLEGE OF VIRGINIA FOUNDATION | ||||||||
| 1228 W BROAD STREET BOX 980234 | RICHMOND | VA | 232980234 | 546053660 | 501(C)(3) | $518,698 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| MERCY HOUSING MOUNTAIN PLAINS | ||||||||
| 1600 BROADWAY SUITE 2000 | DENVER | CO | 80202 | 201583332 | 501(C)(3) | $8,000 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| METROPOLITAN FAMILY SERVICE | ||||||||
| 230 NE 2ND AVE STE 2 | HILLSBORO | OR | 97124 | 930397825 | 501(C)(3) | $83,985 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| MEXICAN AMERICAN OPPORTUNITY FOUNDATION | ||||||||
| 401 N GARFIELD AVE | MONTEBELLO | CA | 90640 | 952594166 | 501(C)(3) | $50,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| MIAMI DADE COLLEGE | ||||||||
| 11011 SW 104TH ST ROOM 9254 | MIAMI | FL | 33176 | 591210485 | $305,716 | GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM | ||
| NATIONAL FOUNDATION TO END SENIOR HUNGER | ||||||||
| 1004 DUKE STREET | ALEXANDRIA | VA | 22314 | 541780226 | 501(C)(3) | $115,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| NATIONAL CONSUMER VOICE FOR QUALITY LONGTERM CARE | ||||||||
| 1001 CONNECTICUT AVE NW STE 425 | WASHINGTON | DC | 20036 | 521122531 | 501(C)(3) | $360,000 | GRANT TO SUPPORT AARP FOUNDATION LEGAL PROGRAM AND SPONSORSHIP OF RESIDENT'S RIGHTS LUNCHEON | |
| NATIONAL HEALTH LAW PROGRAM | ||||||||
| 1444 I ST NW STE 1105 | WASHINGTON | DC | 20005 | 953080947 | 501(C)(3) | $10,000 | SPONSORSHIP OF THE 2019 NHLP 30TH ANNUAL HEALTH ADVOCATES CONFERENCE | |
| NATIONAL HOUSING CONFERENCE INC | ||||||||
| 1900 M ST NW STE 200 | WASHINGTON | DC | 20036 | 530208180 | 501(C)(3) | $10,000 | SPONSORSHIP OF NATIONAL HOUSING CONFERENCE | |
| NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | ||||||||
| 1102 E CHEVY CHASE DRIVE | GLENDALE | CA | 91205 | 952408642 | 501(C)(3) | $150,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| NORTH VALLEY COMMUNITY FDN | ||||||||
| 240 MAIN STREET SUITE 260 | CHICO | CA | 95928 | 680161455 | 501(C)(3) | $356,475 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| 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 | |
| PARENTIS HEALTH FOUNDATION | ||||||||
| 24012 CALLE DE LA PLATA 400 | LAGUNA HILLS | CA | 92653 | 811188544 | 501(C)(3) | $27,500 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM AND EVENT SPONORSHIP | |
| PIMA COMMUNITY COLLEGE | ||||||||
| 4905 EAST BROADWAY STE 113 | TUCSON | AZ | 857094905 | 860208787 | $56,000 | GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM | ||
| PROJECT BREAD-THE WALK FOR HUNGER INC | ||||||||
| 145 BORDER STREET | BOSTON | MA | 02128 | 042931195 | 501(C)(3) | $40,106 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| PROPEL NONPROFITS | ||||||||
| 1 SE MAINE STREET SUITE 600 | MINNEAPOLIS | MN | 55114 | 411916337 | 501(C)(3) | $146,699 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| QUALITY EDUCATION SERVICES OF MN INC | ||||||||
| 1731 LOUISE AVE | SAINT PAUL | MN | 55106 | 464014810 | 501(C)(3) | $28,500 | CONTRIBUTION TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| RHODE ISLAND PUBLIC HEALTH FOUNDATION DBA RHODE ISLAND PUBLIC HEALTH INSTIT | ||||||||
| 121 SOUTH MAIN STREET BOX G-S121-8 | PROVIDENCE | RI | 02913 | 050474726 | 501(C)(3) | $750,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| ROCK HEALTH INC | ||||||||
| 615 GRANT AVE 3RD FL | SAN FRANCISCO | CA | 94108 | 451204321 | 501(C)(3) | $40,000 | SPONSORSHIP OF ROCK HEALTH SUMMIT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM | |
| SACRAMENTO CHINESE COMMUNITY SERVICES CENTER INC | ||||||||
| 420 I ST STE 5 | SACRAMENTO | CA | 95814 | 942581434 | 501(C)(3) | $20,000 | 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 DIEGO HUNGER COALITION | ||||||||
| 4305 UNIVERSITY AVE SUITE 545 | SAN DIEGO | CA | 92105 | 300507718 | 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 | |
| SANTA FE COLLEGE | ||||||||
| 3000 NW 83 ST | GAINESVILLE | FL | 32606 | 591207627 | 501(C)(3) | $95,621 | GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ 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 | |
| SENIOR HOUSING OPTIONS | ||||||||
| 1510 17TH STREET | DENVER | CO | 80202 | 840820084 | 501(C)(3) | $14,500 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| SEQUOIA LIVING | ||||||||
| 1525 POST ST | SAN FRANCISCO | CA | 94109 | 941437728 | 501(C)(3) | $230,000 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| SERVICES AND ADVOCACY FOR GLBT ELDERS | ||||||||
| 305 7TH AVE 15TH FL | NEW YORK | NY | 10001 | 132947657 | 501(C)(3) | $300,000 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM AND GENERAL SUPPORT | |
| SHEPERDS CENTERS OF AMERICA | ||||||||
| 5559 NW BARRY RD BOX 333 | KANSAS CITY | MO | 64154 | 431056482 | 501(C)(3) | $212,520 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| SUBSTANTIAL CLASSROOMS CO PLAYWORKS EDUCATION ENERGIZED | ||||||||
| 638 THIRD STREET | OAKLAND | CA | 94607 | 943251867 | 501(C)(3) | $95,000 | GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM | |
| THE CHILDREN'S INITIATIVE | ||||||||
| 3625 RUFFIN ROAD SUITE 100 | SAN DIEGO | CA | 92123 | 770587835 | 501(C)(3) | $20,000 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| THE FINANCIAL CLINIC | ||||||||
| 254 36TH STREET SUITE B321 | BROOKLYN | NY | 11232 | 760833915 | 501(C)(3) | $280,000 | GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM | |
| THE RESEARCH FOUNDATION OF THE STATE UNIVERSITY AT NEW YORK | ||||||||
| 907 KIMBALL TOWER | BUFFALO | NY | 14214 | 141368361 | 501(C)(3) | $337,143 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| TRI COUNTY TECH COLLEGE FOUNDATION | ||||||||
| PO BOX 587 | PENDLETON | SC | 29670 | 570734955 | 501(C)(3) | $21,000 | GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM | |
| TEXAS HEALTH RESOURCES FOUNDATION | ||||||||
| 612 E LAMAR BLVD STE 300 | ARLINGTON | TX | 76011 | 752022128 | 501(C)(3) | $660,000 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| UNITED WAY OF GREATER ATLANTA | ||||||||
| 40 COURTLAND AVE NE | ATLANTA | GA | 30303 | 580566194 | 501(C)(3) | $99,925 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM | |
| UNITED WAY OF NEW YORK CITY | ||||||||
| 205 E 42ND ST 12TH FLOOR | NEW YORK | NY | 10017 | 132617681 | 501(C)(3) | $300,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| UNITED WAY OF NORTHERN CALIFORNIA | ||||||||
| PO BOX 990248 | REDDING | CA | 96099 | 941251675 | 501(C)(3) | $150,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| URBAN INSTITUTE | ||||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | 520880375 | 501(C)(3) | $199,977 | GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM AND GENERAL SUPPORT | |
| VENTURA COUNTY COMMUNITY FOUNDATION | ||||||||
| 4001 MISSION OAKS BLVD SUITE A | CAMARILLO | CA | 93012 | 770165029 | 501(C)(3) | $150,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| VETERANS RESOURCE CENTERS OF AMERICA | ||||||||
| 2455 BENNETT VALLEY ROAD C-105 | SANTA ROSA | CA | 95404 | 942699571 | 501(C)(3) | $30,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| VIRTU-WEST JERSEY HEALTH SYSTEM INC | ||||||||
| 303 LIPPINCOTT DR | MARLTON | NJ | 08053 | 210634532 | 501(C)(3) | $52,833 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| YOUTH CO-OP | ||||||||
| 3525 NW 7 STREET | MIAMI | FL | 33125 | 237320351 | 501(C)(3) | $231,000 | GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM | |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | 942960297 | 501(C)(3) | $60,000 | GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | 953510055 | 501(C)(3) | $50,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| COMMUNITY ACTION AGENCY OF BUTTE COUNTY INC | ||||||||
| 181 E SHASTA AVE | CHICO | CA | 95973 | 941640546 | 501(C)(3) | $60,000 | AARP FOUNDATION DISASTER RELIEF GRANT | |
| UNIVERSITY OF WASHINGTON HEALTH PROMOTION RESEARCH CENTER | ||||||||
| 1107 NE 45TH STREET SUITE 400 | SEATTLE | WA | 98105 | 916001537 | $137,179 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | ||
| VOLUNTEERS OF AMERICA NATIONAL SERVICES | ||||||||
| 7485 OFFICE RIDGE CIRCLE | EDEN PRAIRIE | MN | 55344 | 411467162 | 501(C)(3) | $12,500 | GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 70 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCSEP ENROLLEE WAGES AND BENEFITS (SEE PAGE 2, PART III, LINE 4A) | 13000 | $56,313,590 |
| EXPERIENCE CORPS MENTORING & TUTORING STIPENDS | 2000 | $536,517 |
| EMPLOYEE CRISIS FUND | 4 | $14,000 |
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) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| 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 | $357,715 | $370 | $107,462 | $0 | $3,564 | $0 | $11,200 | $33,977 | $21,078 | $0 | $501,019 | $34,347 | $0 | $0 |
| PATRICIA D SHANNON | ||||||||||||||
| CFO & SENIOR VICE PRESIDEN | $322,910 | $0 | $81,441 | $0 | $2,318 | $0 | $11,200 | $33,977 | $12,578 | $0 | $430,447 | $33,977 | $0 | $0 |
| JAMI L WYATT AS OF 3319 | ||||||||||||||
| SECRETARY | $0 | $229,112 | $0 | $55,858 | $0 | $529 | $0 | $45,177 | $0 | $21,453 | $0 | $352,129 | $0 | $0 |
| DAVID WHITEHEAD | ||||||||||||||
| SVP & CHIEF DEVELOPMENT OF | $275,432 | $13,663 | $68,905 | $0 | $1,977 | $0 | $11,200 | $33,977 | $21,737 | $0 | $379,251 | $47,640 | $0 | $0 |
| WILLIAM A RIVERA | ||||||||||||||
| SVP- LITIGATION | $239,923 | $1,307 | $58,294 | $0 | $1,280 | $0 | $11,200 | $33,977 | $1,636 | $0 | $312,333 | $35,284 | $0 | $0 |
| EMILY S ALLEN | ||||||||||||||
| SVP - AARP FDN PROGRAMS | $259,712 | $0 | $62,760 | $0 | $1,372 | $0 | $11,200 | $33,977 | $9,413 | $0 | $344,457 | $33,977 | $0 | $0 |
| KEANNE C HENRY | ||||||||||||||
| VP - EXPERIENCE CORPS | $208,403 | $0 | $50,038 | $0 | $735 | $0 | $10,338 | $31,361 | $6,246 | $0 | $275,760 | $31,361 | $0 | $0 |
| STEVEN DELVECCHIO | ||||||||||||||
| VP - DIRECT RESPONSE | $141,501 | $60,391 | $48,788 | $0 | $2,110 | $0 | $10,027 | $30,419 | $1,407 | $0 | $203,833 | $90,810 | $0 | $0 |
| STEPHEN VENUTE | ||||||||||||||
| VP - CORP & FOUNDATION REL | $207,096 | $0 | $49,930 | $0 | $1,306 | $0 | $10,281 | $31,189 | $7,156 | $0 | $275,769 | $31,189 | $0 | $0 |
| PATRICK LANDERS | ||||||||||||||
| VP - STRATEGY & INNOVATION | $205,413 | $0 | $51,807 | $0 | $366 | $0 | $10,289 | $31,213 | $7,734 | $0 | $275,609 | $31,213 | $0 | $0 |
| DEMETRIOS ANTZOULATOS | ||||||||||||||
| VP - FINANCE, GRANTS, & OPERATIONS | $205,514 | $0 | $51,315 | $0 | $758 | $0 | $10,273 | $31,165 | $19,424 | $0 | $287,284 | $31,165 | $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. IN ADDITION, ALL NON-EMPLOYEE OFFICERS AND DIRECTORS ARE REIMBURSED FOR TRAVEL AND SUBSISTENCE COSTS INCURRED FOR SPOUSES/COMPANIONS ACCOMPANYING THEM TO FOUNDATION FUNCTIONS. ALL SPOUSE/COMPANION TRAVEL REIMBURSEMENTS, INCLUDING TAX GROSS-UP PAYMENTS, ARE TREATED AS TAXABLE INCOME AND FORM 1099-MISC ARE ISSUED AS REQUIRED BY LAW. BOARD MEMBER L. JOHNSON SITS ON BOTH THE AARP, INC. BOARD AND THE AARP FOUNDATION BOARD. AARP, INC. PAYS ALL SPOUSE/COMPANION TRAVEL EXPENSES FOR THIS BOARD MEMBER AND ISSUES THE REQUIRED 1099-MISC WITH THE APPLICABLE INCOME TAX GROSS-UP PAYMENT. BOARD MEMBERS GUTIERREZ, H. JOHNSON, ADAME, MILLER, DAW, BANKS, AND WERTH SIT ONLY ON THE AARP FOUNDATION BOARD. |
| 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 | $12,544,586 | 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 | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,840 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HIGH / LOW AVERAGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | 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 AND 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 15 | 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. COMPENSATION PACKAGES FOR OTHER OFFICERS AND KEY EMPLOYEES ARE DISCUSSED BY 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 (3 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 | |
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) | ||||||||||
| 601 E 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 (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP INC - GRANT AWARDS FOR PERFORMANCE OF CHARITABLE ACTIVITIES | ||
| B | $12,544,586 | GRANT AGREEMENTS |
| AARP INC - CASH CONTRIBUTIONS AND ENDOWMENT | ||
| C | $101,862,739 | CASH PAID |
| AARP INC - BOND STANDBY AGREEMENT | ||
| E | $25,000,000 | IN THE EVENT OF DEFAULT |
| AARP INC - IN-KIND ADVERTISING | ||
| M | $5,484,567 | PUBLICATION SPACE MARKET VALUE |
| AARP INC - IN-KIND SHARED SERVICES | ||
| M | $26,497,650 | ALLOCABLE COST |
| AARP INC - IN-KIND RENT | ||
| N | $907,360 | ALLOCABLE COST |
| AARP INC - IN-KIND MAILING LISTS | ||
| N | $0 | SEE SUPPLEMENTAL INFORMATION |
| AARP INC - MAINTENANCE & TELEPHONE | ||
| P | $860,226 | COSTS INCURRED |
| AARP INC - SHARED EMPLOYEE SALARY | ||
| Q | $254,367 | ACTUAL SALARY FOR TIME REPORTED |
| AARP INC - 25K ANNUAL FEE LINE OF CREDIT | ||
| R | $25,000 | CASH PAID |
| ANDRUS INSURANCE FUND INC - WORKERS' COMP & OTHER INSURANCE | ||
| R | $2,327,395 | 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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