AARP FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
AARP FOUNDATION (EIN 52-0794300)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201923179349308187
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-13T16:31:27-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 SOUTH HOPE STREET SUITE 1000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520794300EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AARP FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAARPBusinessNameControlTxt
Phone2024343399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E Street NW Tax DeptAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLisa Marsh RyersonPersonNm
Person TitlePresidentPersonTitleTxt
Phone2024343399PhoneNum
Signature2019-11-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM J AMONPreparerPersonNm
PTINP01291480PTIN
Phone2135932300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.104.76.234IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm11:38:03IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4869E5F49B9973F149F13A18DEB0F85868CD0247AtSubmissionCreationDeviceId
At Submission Filing Device IdD6063055A6803F1C5210E032C865658A36853698AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLisa Marsh RyersonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E Street NW Tax DeptAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$832,313,431GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.aarp.org/foundationWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1961FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionA 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 Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee348TotalEmployeeCnt
Total Volunteers52660TotalVolunteersCnt
Total Gross UBI$64TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$162,972NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$249,808,214PYContributionsGrantsAmt
CY Contributions Grants$248,393,739CYContributionsGrantsAmt
PY Program Service Revenue$786,189PYProgramServiceRevenueAmt
CY Program Service Revenue$1,121,191CYProgramServiceRevenueAmt
PY Investment Income$23,345,884PYInvestmentIncomeAmt
CY Investment Income$32,766,638CYInvestmentIncomeAmt
PY Other Revenue-$145,307PYOtherRevenueAmt
CY Other Revenue-$198,827CYOtherRevenueAmt
PY Total Revenue$273,794,980PYTotalRevenueAmt
CY Total Revenue$282,082,741CYTotalRevenueAmt
PY Grants And Similar Paid$82,304,202PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$70,197,948CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$37,211,253PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$37,172,276CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$816,553PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,137,486CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$20,737,034CYTotalFundraisingExpenseAmt
PY Other Expenses$57,247,010PYOtherExpensesAmt
CY Other Expenses$62,415,930CYOtherExpensesAmt
PY Total Expenses$177,579,018PYTotalExpensesAmt
CY Total Expenses$170,923,640CYTotalExpensesAmt
PY Revenues Less Expenses$96,215,962PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$111,159,101CYRevenuesLessExpensesAmt
Total Assets BOY$380,917,771TotalAssetsBOYAmt
Total Assets EOY$439,330,745TotalAssetsEOYAmt
Total Liabilities BOY$57,109,293TotalLiabilitiesBOYAmt
Total Liabilities EOY$52,750,956TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$323,808,478NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$386,579,789NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAARP 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$70,993,773ExpenseAmt
Grant$54,531,671GrantAmt
DescThe Senior Community Service Employment Program (SCSEP) is the nation's oldest program to help low-income, unemployed individuals aged 55+ find work. AARP Foundation 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 unsubsidized employment. SCSEP is administered by the U.S. Department of Labor. AARP Foundation operates in 21 states and Puerto Rico. In program year 2017/2018 more than 13,000 people were served and more than 3,600 obtained unsubsidized employment.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$13,705,674ExpenseAmt
Revenue$500RevenueAmt
DescAARP 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 2018, over 35,000 AARP Foundation trained and IRS-certified volunteers helped over 2.6 million people file their taxes. 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. Other 2018 highlights include $1.3B in taxpayer refunds and more than $222M in Earned Income Tax Credits for lower-income working taxpayers. Tax-Aide prepared returns are electronically filed, which helps to increase both the accuracy of returns prepared and the speed of refunds to taxpayers.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$10,143,222ExpenseAmt
Grant$2,318,040GrantAmt
Revenue$907,953RevenueAmt
DescAARP 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 nearly 2,000 highly-trained volunteers working in more than 20 cities and serves over 30,000 students every year 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)

ExpenseExpenseAmtGrantGrantAmtDescDescRevenueRevenueAmt
$5,302,249$1,595,349Food 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 two pillars focus on: 1) Showing positive change in food security among low income older adults by ensuring they can afford to purchase healthy foods and 2) Ensuring that low income older adults have the dietary variety that can increase food security and health outcomes. Fresh Savings is a food security program funded in part by the USDA that focuses on providing incentives to SNAP recipients to choose fresh fruits and vegetables to improve health outcomes. AARP Foundation operates the program in Mississippi and Tennessee and is conducting an impact evaluation that will be finalized in 2019.
$5,086,765$5,086,765AARP Sub-Grants-AARP Foundation has awarded grants to AARP to further the Foundation's charitable mission of helping low income older Americans meet basic needs through programs that focus on care giving, nursing, community centers, asset protection and driver safety as a tool to combat isolation.
$4,609,347$44,000Litigation-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.$194,267
$2,100,329$917,221Housing-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. New innovations that were developed in 2018 for launch in 2019 include programs focused on helping low income older adults access property tax relief programs and a program that helps older adults with home maintenance.
$3,126,314$580,891Isolation-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. Through research and innovative efforts, we're 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. In 2018, AARP Foundation sponsored a national consensus study with the National Academies of Science. This 18-month project will examine 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 will lead to 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.In addition, in 2018, a new solution was developed and tested uses voice-enabled technology to reduce isolation in affordable senior housing facilities.
$2,720,287$267,539Income 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.AARP Foundation's Consumer Fraud Prevention program helps low income older adults maintain their income by learning how to recognize, refuse and report financial fraud, scams and abuse. In addition, AARP Foundation provides customized consumer education and training through multiple channels including in person, online and through publications. In 2018, the combined AARP Foundation consumer fraud prevention programs reached over 140,000 vulnerable older adults. New innovations were also developed in 2018 that focus on adapting financial technology platforms to make it easier and more automatic for low income older adults to build emergency savings.Many low income older adults are considering self-employment to increase their income but may not know where to start. AARP Foundation's Work for Yourself@50+ program guides individuals through a process to help them decide whether being self-employed is right for them. Our goal is to help them identify the right options, and point them to additional resources to help them get started. We share the first steps they should take and caution them about mistakes to avoid.
$4,040,529$2,050,326Back 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 2018, the program served over 14,000 directly and through partners and over 1,000 people were employed.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.$3,064
$16,221,480$2,806,145Contributions and Other Programs-AARP Foundation expenses in this category consist primarily of the sponsorship of events and conferences that highlighted tangible ways to create opportunity for low-income seniors, and supporting relief for older victims of California wildfires, Hurricane Florence and Hurricane Michael.$15,407
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$43,207,300TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$13,348,237TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$212,738TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$138,049,969TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document241IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee348EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryDAForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryNOForeignCountryCd
Foreign CountryPOForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Patricia D ShannonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2024343399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E Street NWAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
LLOYD JOHNSON
BOARD CHAIR6.0010.40Yes (X)$0$2,704$0
JAIME GUTIERREZ
VICE CHAIR6.000.40Yes (X)$0$0$0
HARRY E JOHNSON
VICE CHAIR6.00Yes (X)$0$0$0
DIANE D MILLER
BOARD MEMBER6.00Yes (X)$0$0$0
DAVID ADAME
BOARD MEMBER6.00Yes (X)$0$0$0
PATRICIA BANKS
BOARD MEMBER6.00Yes (X)$0$0$0
SUSAN WERTH
BOARD MEMBER6.00Yes (X)$0$0$0
ANN DAW
BOARD MEMBER6.00Yes (X)$0$0$0
RONALD E DALY SR
BOARD MEMBER (UNTIL 6/13/18)6.0010.00Yes (X)$0$2,855$0
NEAL LANE
BOARD MEMBER (UNTIL 6/13/18)6.0010.00Yes (X)$0$3,428$0
TIMOTHY M KELLY
BOARD MEMBER (UNTIL 6/13/18)6.0010.00Yes (X)$0$692$0
LISA MARSH RYERSON
PRESIDENT40.001.00$442,452$8,079$69,836Yes (X)
PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDENT40.00$390,684$0$61,307Yes (X)
DAVID WHITEHEAD
SVP & CHIEF DEVELOPMENT OFFICER40.00$338,385$13,168$70,480Yes (X)
WILLIAM A RIVERA
SVP - LITIGATION40.00$290,595$0$50,353Yes (X)
EMILY S ALLEN
SVP - AARP FDN PROGRAMS40.00$312,982$0$62,213Yes (X)
COREY HASTINGS
VP - SCSEP (UNTIL 6/15/2018)40.00$160,628$0$33,070Yes (X)
KEANNE C HENRY
VP - EXPERIENCE CORPS40.00$252,141$0$50,697Yes (X)
STEVEN DELVECCHIO
VP - DIRECT RESPONSE40.00$182,309$62,835$44,612Yes (X)
STEPHEN VENUTE
VP - CORP & FOUNDATION REL40.00$252,207$0$51,632Yes (X)
PATRICK LANDERS
VP - STRATEGY & INNOVATION40.00$247,149$0$51,458Yes (X)
MARC MCDONALD
VP - GRANTS AND EXTERNAL INITIATIVES40.00$239,644$0$57,495Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,109,176TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$93,761TotReportableCompRltdOrgAmt
Total Other Compensation$603,153TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K95IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Mediacom Worldwide Inc
498 Seventh AveNew YorkNY10018Media Outreach Optimization$1,972,845
Hirschfeld Marketing Solutions
10231 Bailey RoadCorneliusNC28031Meal Pack Marketing and Operations$1,776,694
Miami Dolphins LTD
7500 SW 30th StreetDavieFL33314Volunteer Engagement See Schedule O$1,470,284
Kroger Limited Partnership
1014 Vine StCincinnatiOH45202Program Services See Schedule O$1,465,418
GraceWorkz LLC
1311 W Badger RdMadisonWI53713IT Printer Service and Imaging Supplies$1,271,185
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K102CntrctRcvdGreaterThan100KCnt
Federated Campaigns$98,923FederatedCampaignsAmt
Related Organizations$102,617,269RelatedOrganizationsAmt
Government Grants$85,312,525GovernmentGrantsAmt
All Other Contributions$60,365,022AllOtherContributionsAmt
Noncash Contributions$72,536NoncashContributionsAmt
Total Contributions$248,393,739TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescExperience Corps Program FeesDesc
Business900099BusinessCd
Total Revenue Column$907,953TotalRevenueColumnAmt
Related Or Exempt Func Income$907,953RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$213,238TotalRevenueColumnAmt
Related Or Exempt Func Income$213,238RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,121,191TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,340,283TotalRevenueColumnAmt
Unrelated Business Revenue$64UnrelatedBusinessRevenueAmt
Exclusion$11,340,219ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$571,657,045SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$550,230,690SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$21,426,355SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,426,355TotalRevenueColumnAmt
Exclusion$21,426,355ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$10,150FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,150TotalRevenueColumnAmt
Exclusion$10,150ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
Charitable Gift Annuity Severance900099$226,859$226,859
Miscellaneous Revnue900099$441$441
Change in value- Charitable Gift900099-$436,277-$436,277
FieldValueIRS element (for citing)
Other Revenue Total-$208,977OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$282,082,741TotalRevenueColumnAmt
Related Or Exempt Func Income$1,121,191RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$64UnrelatedBusinessRevenueAmt
Exclusion$32,567,747ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,324,686TotalAmt
Program Services$15,324,686ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$54,873,262TotalAmt
Program Services$54,873,262ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,074,475TotalAmt
Program Services$814,605ProgramServicesAmt
Management And General$888,763ManagementAndGeneralAmt
Fundraising$371,107FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$29,821,390TotalAmt
Program Services$22,651,092ProgramServicesAmt
Management And General$3,687,759ManagementAndGeneralAmt
Fundraising$3,482,539FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$940,967TotalAmt
Program Services$706,163ProgramServicesAmt
Management And General$122,878ManagementAndGeneralAmt
Fundraising$111,926FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,483,133TotalAmt
Program Services$1,877,706ProgramServicesAmt
Management And General$322,102ManagementAndGeneralAmt
Fundraising$283,325FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,852,311TotalAmt
Program Services$1,373,851ProgramServicesAmt
Management And General$258,841ManagementAndGeneralAmt
Fundraising$219,619FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$177,203TotalAmt
Program Services$177,203ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$159,900TotalAmt
Management And General$159,900ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,137,486TotalAmt
Fundraising$1,137,486FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,198,582TotalAmt
Management And General$1,198,582ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,348,715TotalAmt
Program Services$8,439,907ProgramServicesAmt
Management And General$1,138,792ManagementAndGeneralAmt
Fundraising$770,016FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,379,820TotalAmt
Program Services$3,064,737ProgramServicesAmt
Management And General$2,583,453ManagementAndGeneralAmt
Fundraising$731,630FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,749,608TotalAmt
Program Services$1,721,434ProgramServicesAmt
Management And General$21,262ManagementAndGeneralAmt
Fundraising$6,912FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,707,928TotalAmt
Program Services$4,241,503ProgramServicesAmt
Management And General$159,464ManagementAndGeneralAmt
Fundraising$306,961FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,786,046TotalAmt
Program Services$2,474,340ProgramServicesAmt
Management And General$207,666ManagementAndGeneralAmt
Fundraising$104,040FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,984,154TotalAmt
Program Services$1,683,883ProgramServicesAmt
Management And General$175,310ManagementAndGeneralAmt
Fundraising$124,961FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,940,517TotalAmt
Program Services$2,710,120ProgramServicesAmt
Management And General$209,785ManagementAndGeneralAmt
Fundraising$20,612FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$363,445TotalAmt
Program Services$203,440ProgramServicesAmt
Management And General$106,599ManagementAndGeneralAmt
Fundraising$53,406FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,392,067TotalAmt
Program Services$759,056ProgramServicesAmt
Management And General$435,426ManagementAndGeneralAmt
Fundraising$197,585FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Printing and postage$18,695,558$6,032,610$53,128$12,609,820
Volunteer travel/activi$6,439,491$6,406,073$33,413$5
Telecommunication expen$1,823,026$1,750,555$46,071$26,400
Miscellaneous operating$1,269,870$763,743$327,443$178,684

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$170,923,640TotalAmt
Program Services$138,049,969ProgramServicesAmt
Management And General$12,136,637ManagementAndGeneralAmt
Fundraising$20,737,034FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$13,720,325TotalAmt
Program Services$4,135,585ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$9,584,740FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,751,768BOYAmt
EOY$2,220,950EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,435,695BOYAmt
EOY$9,850,314EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$555,175BOYAmt
EOY$684,209EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,679,220BOYAmt
EOY$8,579,416EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,224,721BOYAmt
EOY$2,044,836EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$29,519,711LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,684,050LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,191,310BOYAmt
EOY$15,835,661EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$331,745,898BOYAmt
EOY$389,129,995EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,318,160BOYAmt
EOY$4,814,593EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$5,728,157BOYAmt
EOY$5,900,364EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$287,667BOYAmt
EOY$270,407EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$380,917,771BOYAmt
EOY$439,330,745EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,917,969BOYAmt
EOY$15,212,537EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$9,114,773BOYAmt
EOY$6,177,902EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,073,491BOYAmt
EOY$3,305,114EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,000,000BOYAmt
EOY$25,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,003,060BOYAmt
EOY$3,055,403EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$57,109,293BOYAmt
EOY$52,750,956EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$97,074,980BOYAmt
EOY$95,487,650EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,937,498BOYAmt
EOY$3,497,523EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$223,796,000BOYAmt
EOY$287,594,616EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$323,808,478BOYAmt
EOY$386,579,789EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$380,917,771BOYAmt
EOY$439,330,745EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$111,159,101ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$48,387,790NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,542,859CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,271,399CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$281,047,140CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$249,808,214CurrentTaxYearMinus1YearAmt
Current Tax Year$248,393,740CurrentTaxYearAmt
Total$1,074,063,352TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,542,859CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,271,399CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$281,047,140CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$249,808,214CurrentTaxYearMinus1YearAmt
Current Tax Year$248,393,740CurrentTaxYearAmt
Total$1,074,063,352TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$349,109,574SubstantialContributorsTotAmt
Public Support Total170$724,953,778PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,351,153CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,445,424CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,172,014CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,040,083CurrentTaxYearMinus1YearAmt
Current Tax Year$11,340,283CurrentTaxYearAmt
Total$32,348,957TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$212,938CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,708,479CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$640,882CurrentTaxYearMinus1YearAmt
Current Tax Year$922,364CurrentTaxYearAmt
Total$3,484,663TotalAmt
FieldValueIRS element (for citing)
Total Support$1,109,896,972TotalSupportAmt
Public Support CY1700.65320PublicSupportCY170Pct
Public Support PY1700.70750PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 10(B);2015 Other Program Income - $105,873 2015 Experience Corps School Fees - $107,065 Total Program Services Revenue - $212,938
PART II, LINE 10(C);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(D);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(E);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 Gross Income from Fundraising - $10,150 2018 Miscellaneous Revenue - $441 Total Program Service & Other Income - $922,364

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$244,360,170BeginningYearBalanceAmt
Contributions$78,113,983ContributionsAmt
Investment Earnings Or Losses-$13,990,060InvestmentEarningsOrLossesAmt
Other Expenditures-$900,936OtherExpendituresAmt
End Year Balance$307,583,157EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$141,651,935BeginningYearBalanceAmt
Contributions$76,682,864ContributionsAmt
Investment Earnings Or Losses$26,913,632InvestmentEarningsOrLossesAmt
Other Expenditures$888,261OtherExpendituresAmt
End Year Balance$244,360,170EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,139,004BeginningYearBalanceAmt
Contributions$116,229,945ContributionsAmt
Investment Earnings Or Losses$9,190,695InvestmentEarningsOrLossesAmt
Other Expenditures$907,709OtherExpendituresAmt
End Year Balance$141,651,935EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,983,362BeginningYearBalanceAmt
Contributions$336,554ContributionsAmt
Investment Earnings Or Losses-$328,393InvestmentEarningsOrLossesAmt
Other Expenditures$852,519OtherExpendituresAmt
End Year Balance$17,139,004EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,101,116BeginningYearBalanceAmt
Contributions$476,933ContributionsAmt
Investment Earnings Or Losses$190,354InvestmentEarningsOrLossesAmt
Other Expenditures$785,041OtherExpendituresAmt
End Year Balance$17,983,362EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.06500BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.93500PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,440,000OtherCostOrOtherBasisAmt
Book Value$4,440,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,736,908OtherCostOrOtherBasisAmt
Depreciation$12,198,822DepreciationAmt
Book Value$10,538,086BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,342,803OtherCostOrOtherBasisAmt
Depreciation$1,485,228DepreciationAmt
Book Value$857,575BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$15,835,661TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCharitable gift annuity liabilityDesc
Amt$3,055,403Amt
FieldValueIRS element (for citing)
Total Liability$3,055,403TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$284,737,877TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$48,387,790NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$53,087,820DonatedServicesAndUseFcltsAmt
Other Revenue$171,764OtherRevenueAmt
Revenue Not Reported$4,871,794RevenueNotReportedAmt
Revenue Subtotal$279,866,083RevenueSubtotalAmt
Other Revenues Not Included$2,216,658OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,216,658RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$282,082,741TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$222,820,217TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$53,087,820DonatedServicesUseFcltsAmt
Other Expenses Included$8,501OtherExpensesIncludedAmt
Expenses Not Reported$53,096,321ExpensesNotReportedAmt
Expenses Subtotal$169,723,896ExpensesSubtotalAmt
Other Expenses Not Included$1,199,744OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,199,744ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$170,923,640TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:Permanently Restricted Endowment In January 2018, the Foundation received a contribution of $76,976,250 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 5% 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 2d - Other Adjustments:AARP Institute (EIN: 52-0788950) 171,764.
Part XI, Line 4b - Other Adjustments:AARP Institute contribution to AARP Foundation 1,016,914. Investment expenses treated as contra revenue on FS 604,751. Investment expenses from K-1s included in unrealized gain on FS 594,993.
Part XII, Line 2d - Other Adjustments:AARP Institute (EIN: 52-0788950) 8,501.
Part XII, Line 4b - Other Adjustments:Investment expenses treated as contra revenue on FS 604,751. Investment expenses from K-1s included in unrealized gain on FS 594,993.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Chapman Cubine and Hussey
2000 15TH Street North Suite 550ArlingtonVA22201Direct mail production management services0$0$745,589$0
M&R Strategic Services Inc
1101 Connecticut Avenue NW 7th FloWashingtonDC20036Creative online marketing services0$0$116,478$0
Ruffalo Noel Levitz
1025 Kirkwood Parkway SWCedar RapidsIA52404Outbound Call Center Services0$0$492,225$0
Gift Strategies
1539 Falls River Ave Suite 3SeekonkMA02771Outbound Call Center Services0$0$25,320$0
FieldValueIRS element (for citing)
Total Retained By Contractors$1,379,612TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 $582,732 Consulting fees 101,740 Advertising & promotion 61,117 Total paid to Chapman Cubine and Hussey $745,589 M&R Strategic Services Inc. Professional fundraising fee $412,956 Consulting services 79,269 Total paid to M&R Strategic Services Inc. $492,225 Ruffalo Noel Levitz Professional fundraising fee $25,320 Total paid to Ruffalo Noel Levitz $25,320 Gift Strategies Professional fundraising fee $116,478 Total paid to Gift Strategies $116,478 Total amounts paid to fundraisers $1,379,612

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (122 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AARP
601 E Street NWWashingtonDC20049951985500501(c)(4)$5,086,765AARP charitable work conducted on behalf of the AARP Foundation.
Able South Carolina
720 Gracern Road Suite 106ColumbiaSC29016582336332501(c)(3)$90,000AARP Foundation Disaster Relief Grant
Action for Boston Community Development Inc
178 Tremont StBostonMA021111006042304133501(c)(3)$25,000Grant to support AARP Foundation's Food Security program
Agency on Aging of South Central Connecticut Inc
1 Long Wharf Dr Ste 1LNew HavenCT06511060915531501(c)(3)$26,000Grant to support AARP Foundation's Experience Corps afterschool program
All Hands and Hearts
6 County Road Suite 6MattapoisettMA02739203414952501(c)(3)$75,000AARP Foundation Disaster Relief Grant
Alliance to End Hunger
425 3rd St SW Ste 1200WashingtonDC20024202803848501(c)(3)$15,000Membership contribution in support of AARP Foundation's Food Security program
Area Agency on Aging of North Florida
2414 Mahan DriveTallahasseeFL32308591844633501(c)(3)$75,000AARP Foundation Disaster Relief Grant
Aspiranet
400 Oyster Point Blvd Ste 501South San FranciscoCA94080942442955501(c)(3)$28,114Grant to support AARP Foundation's Experience Corps program
Association for Enterprise Opportunity
1310 L Street NW Ste 830WashingtonDC20005363834357501(c)(3)$25,000Sponsorship of the AEO Moving Main Street Forward Conference to support Income Security
Austin Community College District
9101 Tuscany Way Rm 153AustinTX78754741742036501(c)(3)$347,405Grant to support AARP Foundation's Back to Work 50+ program
Bay County Council on Aging
1116 Frankfurt AvenuePanama CityFL32401591352672501(c)(3)$75,000AARP Foundation Disaster Relief Grant
Benefits Data Trust
Centre Square West 1500 MarketPhiladelphiaPA19102203455598501(c)(3)$100,000Grant to support AARP Foundation's Food Security programStreet Suite 2800
Boston VA Research Institute Inc
150 S Huntington Ave 151-B RoomBostonMA02130043081524501(c)(3)$184,495Grant to support AARP Foundation's Housing program11B-60
Adcox Watermelons & Produce
110 Fox Briar DrMendenhallMS39114454863509$25,802Grant to support AARP Foundation's Food Security program
Brevard Workforce Development Board Inc
297 Barnes BlvdRockledgeFL32955593031785501(c)(3)$181,137Grant to support AARP Foundation's Back to Work 50+ program
Brunswick County Habitat for Humanity
4170 Long Beach Road SESouthportNC28461561869247501(c)(3)$90,000AARP Foundation Disaster Relief Grant
Calhoun County Senior Citizens Association Inc
16859 NE Cayson StreetBlountstownFL32424591945679501(c)(3)$75,000AARP Foundation Disaster Relief Grant
California Vocations Inc
702 Mangrove Ave PMB 19ChicoCA95926680062031501(c)(3)$40,000AARP Foundation Disaster Relief Grant
DC Central Kitchen Inc
425 2nd Street NWWashingtonDC20001521584936501(c)(3)$9,000Grant to support AARP Foundation's Food Security program
Cape Fear Habitat for Humanity Inc
20 North 4th Street Suite 200WilmingtonNC28401561555858501(c)(3)$90,000AARP Foundation Disaster Relief Grant
Carver Community Organization Inc
400 SE 8TH StEvansvilleIN47713350869030501(c)(3)$49,531Grant to support AARP Foundation's Experience Corps afterschool program
Catholic Charities of the Virgin Islands
PO Box 9438St ThomasVI00801660521475$75,000AARP Foundation Disaster Relief Grant
Center for Social Gerontology
2307 Shelby AveAnn ArborMI48103382875533501(c)(3)$10,000Sponsorship of the AFL National Aging and Law Conference
Central Mississippi Civic Improvement Association Inc DBA Jackson-Hinds Co
3502 West Northside DriveJacksonMS392134454640506107501(c)(3)$10,000Grant to support AARP Foundation's Food Security program
Chicago Cook Workforce Partnership
69 W Washington Suite 2860ChicagoIL60602364122225501(c)(3)$300,000Grant to support AARP Foundation's Back to Work 50+ program
Chinatown Manpower Project Inc
70 Mulberry StreetNew YorkNY10013132755214501(c)(3)$10,000Grant to support AARP Foundation's Work for Yourself 50+ program
Chipola Habitat for Humanity
PO Box 6114 4736 Hwy 90MariannaFL324476114592900901501(c)(3)$75,000AARP Foundation Disaster Relief Grant
Church Health Center of Memphis Inc
1350 Concourse Ave Ste 142MemphisTN38104100125277$7,497Grant to support AARP Foundation's Food Security program
City of Jackson dba West Tennessee Farmers Market Inc
PO Box 2508JacksonTN38302626000316Government$12,510Grant to support AARP Foundation's Food Security program
City of Phoenix Youth & Education Office
100 N 3rd StPhoenixAZ850042231866000256Government$46,488Grant to support AARP Foundation's Experience Corps afterschool program
City of Tempe
20 E Sixth StTempeAZ85281866000262Government$66,655Grant to support AARP Foundation's Experience Corps afterschool program
Community Loan Fund of the Capital Region Inc
255 Orange StreetAlbanyNY12210222706505501(c)(3)$14,000Grant to support AARP Foundation's Work for Yourself 50+ program
Comprehensive Housing Asst
5809 Park Heights AveBaltimoreMD21215237097000501(c)(3)$50,000Grant to support AARP Foundation's Isolation program
Council of Independent Colleges
1 Dupont Circle NW Suite 320WashingtonDC20036016004776501(c)(3)$125,000Grant to support AARP Foundation's Isolation program
Morrison's Farmer's Market (managed by Crossroads Downtown Partnership)
172 W Main St SkymartMorristownTN37816272903936501(c)(3)$6,189Grant to support AARP Foundation's Food Security program
American National Red Cross - VI Affiliate (dba Cruz Roja Americana)
2025 E St NWWashingtonDC200065009530196605501(c)(3)$38,500AARP Foundation Disaster Relief Grant
Center for Women and Enterprise
24 School Street 7th FloorBostonMA02108043256236501(c)(3)$12,000Grant to support AARP Foundation's Work for Yourself 50+ program
Duquesne University
600 Forbes AvenuePittsburghPA15282251035663501(c)(3)$9,990Grant to support AARP Foundation's Work for Yourself 50+ program
Eastern Florida State University
1519 Clearlake Rd Building 2 Rm 138CocoaFL32922590920675501(c)(3)$49,539Grant to support AARP Foundation's Back to Work 50+ program138
El Camino Comm Coll
16007 Crenshaw BlvdTorranceCA90506956001060Government Entity$12,010Grant to support AARP Foundation's Work for Yourself 50+ program
Fayetteville Area Habitat for Humanity Inc
PO Box 3166FayettevilleNC28302561610250501(c)(3)$90,000AARP Foundation Disaster Relief Grant
Foundation for Puerto Rico
1500 Antonsanti St Ste KSan JuanPR009123150660776227501(c)(3)$101,000AARP Foundation Disaster Relief Grant
Feeding Tampa Bay
4702 Transport Drive Building 6TampaFL33605592116576501(c)(3)$45,500Grants to support AARP Foundation's Food Security program and Disaster Relief
Feeding the Gulf Coast
5248 Mobile South StreetTheodoreAL36582630821997501(c)(3)$100,000Grant to support AARP Foundation's Food Security program
Foundation for Art and Healing
77 Stearns RoadBrooklineMA02446331125148501(c)(3)$158,771Grant to support AARP Foundation's Isolation program
Georgia Farm Bureau Foundation for Agriculture
1620 Bass RoadMaconGA31210472035360501(c)(3)$75,000AARP Foundation Disaster Relief Grant
Generations Incorporated
25 Kingston St 4th FlBostonMA02111043227007501(c)(3)$395,797Grant to support AARP Foundation's Experience Corps program
Generations United
25 E Street NWWashingtonDC20001311542973501(c)(3)$35,000Grant to support AARP Foundation's Income Security program
Georgia Legal Services Program
104 Marietta Street Suite 250AtlantaGA30303581111590501(c)(3)$60,000AARP Foundation Disaster Relief Grant
Grantmakers in Aging
2001 Jefferson David Highway SuiteArlingtonVA22202134014982501(c)(3)$57,500General Support504
Greater Cleveland Volunteers
4415 Euclid Ave Ste 200ClevelandOH44103341356768501(c)(3)$80,322Grant to support AARP Foundation's Experience Corps afterschool program
Gulf County Senior Citizens Association
120 Library DrivePort St JoeFL32456591777183501(c)(3)$75,000AARP Foundation Disaster Relief Grant
Habitat for Humanity of Bay County Florida
PO Box 408Panama CityFL32402593007298501(c)(3)$75,000AARP Foundation Disaster Relief Grant
Habitat for Humanity International
121 Habitat StAmericusGA317093498911914868501(c)(3)$735,655Grant to support AARP Foundation's Housing program
Habitat for Humanity of Craven County NC
930 Pollock StreetNew BernNC28562561658230501(c)(3)$90,000AARP Foundation Disaster Relief Grant
Harlem Business Alliance
275 Lenox AvenueNew YorkNY10027133591350501(c)(3)$12,000Grant to support AARP Foundation's Work for Yourself 50+ program
Home Works of America
3823 W Beltline BlvdColumbiaSC29204562027026501(c)(3)$90,000AARP Foundation Disaster Relief Grant
Iowa Center for Economic Success
8345 University Blvd Suite FCliveIA50325201037604501(c)(3)$12,000Grant to support AARP Foundation's Work for Yourself 50+ program
Jackson Cash & Carry Inc
3520 Terry RdJacksonMS39212743137545$58,511Grant to support AARP Foundation's Food Security program
Jackson County Senior Citizens Organization Inc
5400 Cliff StreetGracevilleFL32440591613298501(c)(3)$75,000AARP Foundation Disaster Relief Grant
Jefferson State Community College
2601 Carson RdBirminghamAL35215630501357Government Entity$328,799Grant to support AARP Foundation's Back to Work 50+ program
Johnson City Farmers Market
190 Dewey Dugger RdJohnson CityTN37601272062503501(c)(3)$8,729Grant to support AARP Foundation's Food Security program
LA's Best
200 N Spring St M 120Los AngelesCA90012954311058501(c)(3)$55,000Grant to support AARP Foundation's Experience Corps afterschool program
Legal Aid of North Carolina
224 S Dawson StRaleighNC27601311784161501(c)(3)$95,000AARP Foundation Disaster Relief Grant
Legal Services of Northern California
517 12th StSacramentoCA95814941384659501(c)(3)$245,000AARP Foundation Disaster Relief Grant
Legal Services of North Florida Inc
2119 Delta BlvdTallahasseeFL32303510197090501(c)(3)$155,000AARP Foundation Disaster Relief Grant
Liberty County Senior Citizens Association
15629 NW CR 12 PO Box 730BristolFL32321591769552501(c)(3)$75,000AARP Foundation Disaster Relief Grant
Mathis Peaches and Produce
1950 CR 450QuitmanMS39355271869273$11,014Grant to support AARP Foundation's Food Security program
Lutheran Social Services of the Virgin Islands Inc
516B Hospital StreetFrederikstedVI008403824670250807501(c)(3)$38,823AARP Foundation Disaster Relief Grant
Massachusetts Law Reform Institute Inc
40 Court St Ste 800BostonMA02108046004303501(c)(3)$16,000General Support
Food Research and Action Center on behalf of Maryland Hunger Solutions
711 W 40th Street Suite 360BaltimoreMD21211237200739501(c)(3)$50,000Grant to support AARP Foundation's Food Security program
Memphis Tilth
575 Suzette StreetMemphisTN38126810733686501(c)(3)$10,939Grant to support AARP Foundation's Food Security program
Metropolitan Family Service
230 NE 2nd Ave St 2HillsboroOR97124930397825501(c)(3)$102,497Grant to support AARP Foundation's Experience Corps program
Miami Dade College
11011 SW 104th Room 9254MiamiFL33176591210485Government Entity$172,350Grant to support AARP Foundation's Back to Work 50+ program
Mississippi Dept of Agriculture
121 N Jefferson StJacksonMS39201646000734Government$6,564Grant to support AARP Foundation's Food Security program
Motion Picture & Television Fund
23388 Mulholland Drive 220Woodland HillsCA91364951652916501(c)(3)$223,000Grant to support AARP Foundation's Isolation program
My Brothers Workshop
26A Charlotte Amalie PO Box 503205St ThomasVI00805660718884501(c)(3)$75,000AARP Foundation Disaster Relief Grant
National Consumer Voice for Quality Long Term Care
1001 Connecticut Ave NW Ste 425WashingtonDC20036521122531501(c)(3)$10,000Sponsorship of the 2018 National Consumer Voice for Quality Long Term Care Conference
National Health Law Program
1444 I St NW Ste 105WashingtonDC20005953080947501(c)(3)$10,000Sponsorship of the 2018 NHLP 29th Annual Health Advocates Conference
National Older Worker Career Center
3811 N Fairfax Drive Suite 900ArlingtonVA22203522003078501(c)(3)$175,000Grant to support AARP Foundation's Income Security program
North Carolina Housing Finance Agency
3508 Bush StreetRaleighNC27609561700536$90,000AARP Foundation Disaster Relief Grant
Northeastern Illinois University Foundation
5500 N St Louis AvenueChicagoIL60625237034689501(c)(3)$13,225Grant to support AARP Foundation's Work for Yourself 50+ program
University of Maine System
5703 Alumni Hall Ste 101OronoME04469016000769Government Entity$12,000Grant to support AARP Foundation's Work for Yourself 50+ program
Northern California Presbyterian Homes and Services
1525 POST STSan FranciscoCA94109941437728501(c)(3)$77,000Grant to support AARP Foundation's Experience Corps program
Nourish Knoxville Inc
PO Box 422KnoxvilleTN37901462030131501(c)(3)$12,086Grant to support AARP Foundation's Food Security program
Operation Pathways
1090 Vermont Ave NW Ste 400WashingtonDC20005472897977501(c)(3)$9,120Grant to support AARP Foundation's Isolation program
Parentis Health Foundation
24012 Calle de la Plata 400Laguna HillsCA92653811188544501(c)(3)$58,500Grant to support AARP Foundation's Experience Corps afterschool program
Pima Community College
4905 East Broadway Ste 113TucsonAZ857094905860208787Government Entity$80,000Grant to support AARP Foundation's Back to Work 50+ program
Propel Nonprofits
1 SE Maine Street Suite 600MinneapolisMN55114411916337501(c)(3)$227,848Grant to support AARP Foundation's Experience Corps program
Quality Education Services of MN Inc
1731 Louise AveSaint PaulMN55106464014810501(c)(3)$34,200Contribution to support AARP Foundation's Experience Corps program
Read to Succeed Buffalo Inc
392 Pearl St Ste 100BuffaloNY14202263606661501(c)(3)$171,177Grant to support AARP Foundation's Experience Corps program
Rutherford County Trustee
Rm 102 Public Square CourthouseMurfreesboroTN37130626017922$8,571Grant to support AARP Foundation's Food Security program
Sacramento Chinese Community Services Center Inc
420 I St Ste 5SacramentoCA95814942581434501(c)(3)$125,087Grant to support AARP Foundation's Experience Corps program
San Francisco Gen Hospital FDN
2789 25th St 2028San FranciscoCA94110943189424501(c)(3)$500,000Grant to support AARP Foundation's Food Security program
San Juan Comm Coll
4601 College BoulevardFarmingtonNM87402850295969Government Entity$9,910Grant to support AARP Foundation's Work for Yourself 50+ program
Santa Fe College
3000 NW 83 STGainesvilleFL32606591207627501(c)(3)$234,146Grant to support AARP Foundation's Back to Work 50+ program
St Bernard Project
2645 Toulouse StreetNew OrleansLA70119262189665501(c)(3)$90,000AARP Foundation Disaster Relief Grant
SC Thrive
2211 Alpine Road ExtensionColumbiaSC29223901011409501(c)(3)$50,000Grant to support AARP Foundation's Food Security program
Southeastern Association of Area Agencies on Aging
9815 David Taylor Drive Suite 100CharlotteNC28262581458880501(c)(3)$90,000AARP Foundation Disaster Relief Grant
Shelby County Healthcare Corporation
877 Jefferson AveMemphisTN38103621113169501(c)(3)$10,833Grant to support AARP Foundation's Food Security program
Small Business Empowerment Center
911 Washington Ste 805Saint LotusMO63101800563561501(c)(3)$10,500Grant to support AARP Foundation's Work for Yourself 50+ program
South Carolina Legal Services
2109 Bull StreetColumbiaSC29201570485205501(c)(3)$95,000AARP Foundation Disaster Relief Grant
State of Mississippi- University of Mississippi Medical Center - University
2500 N State StJacksonMS39216646008520Government$16,000Grant to support AARP Foundation's Food Security program
Step Up Savannah
428 Bull Street Ste 208SavannahGA31401300526014501(c)(3)$50,000Grant to support AARP Foundation's Food Security program
Brookway Market Basket
835 Brookway BlvdBrookhavenMS39601640694110$13,639Grant to support AARP Foundation's Food Security program
The Childrens Initiative
4438 Ingraham StSan DiegoCA92109770587835501(c)(3)$104,708Grant to support AARP Foundation's Experience Corps program
Three Rivers Market
1100 N Central StKnoxvilleTN37917202281235$66,875Grant to support AARP Foundation's Food Security program
Top Box Foods
202A Merchandise Mart PlazaChicagoIL60654453930886501(c)(3)$250,000Grant to support AARP Foundation's Food Security program
Tri County Tech College FDN
PO Box 587PendletonSC29670570734955501(c)(3)$30,000Grant to support AARP Foundation's Back to Work 50+ program
Trustees of Tufts College
711 Washington StreetBostonMA02111042103634501(c)(3)$75,000Grant to support AARP Foundation's Food Security program
United Way California Capital Region
10389 Old Placerville RoadSacramentoCA95827941225382501(c)(3)$121,557Grant to support AARP Foundation's Experience Corps program
United Way of Central Georgia Inc
277 Martin Luther King Jr Blvd SteMaconGA312021302580639811501(c)(3)$89,164Grant to support AARP Foundation's Experience Corps program301
United Way of the Big Bend
307 E Seventh AveTallahasseeFL32303596011150501(c)(3)$75,000AARP Foundation Disaster Relief Grant
University of Hartford
200 Bloomfield AveWest HartfordCT06117060731360501(c)(3)$12,512Grant to support AARP Foundation's Work for Yourself 50+ program
Westminster Economic Development Initiative Inc (WEDI)
436 Grant StreetBuffaloNY142131141204230463501(c)(3)$10,511Grant to support AARP Foundation's Work for Yourself 50+ program
WI Women's Business Initiative
1533 N River Center DriveMilwaukeeWI53212391597954501(c)(3)$9,500Grant to support AARP Foundation's Work for Yourself 50+ program
Winrock International
2102 Riverfront DriveLittle RockAR72202710603560501(c)(3)$10,000Grant to support AARP Foundation's Work for Yourself 50+ program
Womens Opportunity Resource Center
2010 Chestnut StreetPhiladelphiaPA19103232741508501(c)(3)$12,000Grant to support AARP Foundation's Work for Yourself 50+ program
WV INC
600 Hwy 8 ERosedaleMS38769201770628$35,479Grant to support AARP Foundation's Food Security program
YWCA of San Francisco and Marin
4380 Redwood Hwy Ste A-1San RafaelCA94903940997420501(c)(3)$15,000Grant to support AARP Foundation's Work for Yourself 50+ program
Youth Co-Op
3525 NW 7 StreetMiamiFL33125237320351501(c)(3)$330,000Grant to support AARP Foundation's Back to Work 50+ program
The Market Tree of Life Center
30 Crossland Ave Ste 205ClarksvilleTN37040205449098$12,748Grant to support AARP Foundation's Food Security program
FieldValueIRS element (for citing)
Total501c3 Org113Total501c3OrgCnt
Total Other Org11TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCSEP Enrollee Wages and Benefits (see Page 2, Part III, Line 4a)13000$54,368,882
Experience Corps Mentoring & Tutoring Stipends2000$470,565
Employee Crisis Fund9$33,815

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationAARP 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

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (1)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsYes (1)CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LISA MARSH RYERSON
PRESIDENT$337,586$8,079$102,544$0$2,322$0$11,000$37,758$21,078$0$474,530$45,837$0$0
PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDENT$311,144$0$77,039$0$2,501$0$11,000$37,758$12,549$0$414,233$37,758$0$0
DAVID WHITEHEAD
SVP & CHIEF DEVELOPMENT OFFICER$269,672$13,168$66,784$0$1,929$0$11,000$37,758$21,722$0$371,107$50,926$0$0
WILLIAM A RIVERA
SVP - LITIGATION$234,345$0$55,228$0$1,022$0$11,000$37,758$1,595$0$303,190$37,758$0$0
EMILY S ALLEN
SVP - AARP FDN PROGRAMS$252,277$0$59,800$0$905$0$11,000$37,758$13,455$0$337,437$37,758$0$0
COREY HASTINGS
VP - SCSEP (UNTIL 6/15/2018)$93,802$0$49,824$0$17,002$0$5,745$19,720$7,605$0$173,978$19,720$0$0
KEANNE C HENRY
VP - EXPERIENCE CORPS$202,877$0$48,005$0$1,259$0$10,035$34,446$6,216$0$268,392$34,446$0$0
STEVEN DELVECCHIO
VP - DIRECT RESPONSE$133,045$62,835$48,005$0$1,259$0$9,755$33,485$1,372$0$193,436$96,320$0$0
STEPHEN VENUTE
VP - CORP & FOUNDATION REL$201,535$0$49,496$0$1,176$0$10,041$34,467$7,124$0$269,372$34,467$0$0
PATRICK LANDERS
VP - STRATEGY & INNOVATION$197,893$0$48,960$0$296$0$9,874$33,893$7,691$0$264,714$33,893$0$0
MARC MCDONALD
VP - GRANTS AND EXTERNAL INITIATIVES$190,387$0$48,539$0$718$0$9,557$32,805$15,133$0$264,334$32,805$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aAll 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 members L. Johnson, Daly, Lane, and Kelly sit/sat on both the AARP, Inc. board and the AARP Foundation board. AARP, Inc. pays all spouse/companion travel expenses for these board members and issues the required 1099-MISC with the applicable income tax gross-up payment. Board members Gutierrez, H. Johnson, Adame, Miller, Daw, Banks, and Werth sit/sat only on the AARP Foundation board and AARP Foundation pays all spouse/companion travel.
Part I, Line 5AARP 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

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1District of ColumbiaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN536001131BondIssuerEIN
CUSIP254839H48CUSIPNum
Bond Issued2004-10-21BondIssuedDt
Issue Price$25,000,000IssuePriceAmt
PurposePurchase of office spacePurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$25,000,000TotalProceedsAmt
Capital Expenditures$23,688,767CapitalExpendituresAmt
Other Spent Proceeds$1,311,233OtherSpentProceedsAmt
Substantial Completion2004SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00400PrivateBusUseByOthersPct
Total Private Business Use0.00400TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AARP IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionAffiliated entityRelationshipDescriptionTxt
Transaction$5,086,765TransactionAmt
TransactionGrantsTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart IV, Column (d)FormAndLineReferenceDesc
ExplanationGrants for performance of charitable activities on behalf of AARP FoundationExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13ContributionCnt
Noncash Contributions Rpt F990$72,536NoncashContributionsRptF990Amt
Method Of Determining RevenuesHigh / Low AverageMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Column (b):FormAndLineReferenceDesc
ExplanationAARP 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 (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 4(1) Revisions to AARP Foundation's bylaws were approved by the AARP Foundation board on February 22, 2018, and subsequently approved by the AARP Board of Directors on March 7, 2018 with the following changes: i. Changing the Board Officer positions of Chair, Vice Chair, Treasurer and Secretary to Board leadership positions of Chair and one or more Vice Chairs; ii. Clearly differentiating the Board Committees from advisory committees; iii. Designating the President, CFO and Secretary as corporate officers, with the President serving at the pleasure of the Board and the CFO and Secretary serving at the pleasure of the President; and iv. Removing the list of standing committees and their descriptions to give the Foundation Board flexibility to add and remove committees without amending the Bylaws.
Form 990, Part VI, Section A, line 7aThe 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 7bThe 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 11bThe 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 12cAnnually, 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 15Through 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 18AARP 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 19AARP 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 EmployeesAARP 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.
Part VII, Sec. B, Independent ContractorsAARP Foundation entered into a Community Program Agreement with the Miami Dolphins, Ltd., a Florida limited partnership, and South Florida Stadium LLC, a Florida limited liability company, (collectively the "Dolphins Parties") on May 1, 2014. As AARP Foundation and the Dolphins Parties have a mutual interest in the well-being of the 50+ year old community in the South Florida area, and particularly in engaging volunteers to serve the lower income 50+ community through charitable programs, the Agreement represents the parties intent to impact the 50+ community in the South Florida area through four (4) key areas: Hunger, Housing, Income and Isolation.
Part VII, Sec. B, Independent ContractorsAARP Foundation collaborates with Kroger to deliver 'Fresh Savings', a program designed to benefit low-income people affected by food insecurity. Eligible individuals are provided with a voucher which allows them to purchase low-cost fresh fruit and vegetables. AARP Foundation then reimburses Kroger for the cost of the vouchers.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
AARP
601 E Street NWWashingtonDC20049951985500Social welfare organization dedicated to persons over age 50DC501(c)(4)N/AN/A0
AARP Institute
601 E Street NWWashingtonDC20049520788950Supporting org of AARP Fdn holding certain charitable gift annuity fundsDC501(c)(3)509(a)(3)Yes (1)AARP Foundation
Legal Counsel for the Elderly
601 E Street NWWashingtonDC20049521194741Public charity providing legal assistance/education to DC elderly residentsDC501(c)(3)509(a)(1)0AARP
AARP Insurance Plan
601 E Street NWWashingtonDC20049526069387Grantor trust holding certain AARP group health insurance policiesDC501(c)(4)N/A0AARP
AARP Foundation Trust co BlackRock Institutional Trust Co NA TTE
400 Howard StSan FranciscoCA94105306645384Grantor Trust holding certain exchange traded funds in investment portfolioCA501(c)(3)N/A0AARP Foundation
AARP Trust co BlackRock Institutional Trust Company NA TTE
400 Howard StSan FranciscoCA94105306645385Grantor Trust holding certain exchange traded funds in investment portfolioCA501(c)(4)N/A0AARP

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AARP Financial Services Corporation
601 E Street NWWashingtonDC20049521367607Real Estate Holding CompanyDEAARPC0
AARP Services Inc
601 E Street NWWashingtonDC20004522141065Quality Control and ResearchDEAARPC0
The H Wayne and Anne D Barbetti Charitable Remainder Unitrust
5011 Haven AvenueOcean CityNJ08226206379297Charitable Remainder TrustNJT0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (14 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AARP Inc - Grant awards for performance of charitable activities
B$5,086,765Grant agreements
AARP Inc - Cash contributions and endowment
C$101,600,355Cash paid
AARP Inc - Bond standby agreement
E$25,000,000In the event of default
AARP Inc - In-kind advertising
M$5,135,395Publication space market value
AARP Inc - In-kind shared services
M$27,165,867Allocable cost
AARP Inc - In-kind rent
N$101,211Allocable cost
AARP Inc - In-kind mailing lists
N$0See supplemental information
AARP Inc - Maintenance & telephone
P$643,170Costs incurred
AARP Inc - Shared employee salary
Q$295,711Actual salary for time reported
AARP Inc - 25k Annual fee line of credit
R$25,000Cash paid
AARP Institute
S$1,516,897Transfer of CGA assets
AARP Institute
S-$899,982Transfer of CGA liability
AARP Institute
S$400,000Cash paid
Andrus Insurance Fund Inc - Workers' comp & other insurance
R$2,257,580Premiums paid

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule R, Part V, Line 2(a)(7)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.
Schedule R, Part V, Lines 2(a)(11 and 12)On November 7, 2018, the AARP Institute Board of Trustees approved the merger of AARP Institute into AARP Foundation. When the merger was completed, the assets and liabilities formerly owned by AARP Institute became assets and liabilities of AARP Foundation.

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