AARP FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AARP FOUNDATION (EIN 52-0794300)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201843179349301124
Schema version
2017v2.3
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)
Return2018-11-13T08:15:07-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Line11861 INTERNATIONAL DRIVE STE 501AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonParvin Van EngerPreparerPersonNm
PTINP00955143PTIN
Phone5713820020PhoneNum
Preparation2018-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.33.168.67IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-12IPDt
IP Tm09:17:11IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id95DB1D688DE8658E4B5D57A42FA37390B4B06BB9AtSubmissionCreationDeviceId
At Submission Filing Device Id5D9F48D552B520B2386016971BC58EBB7C5BCF28AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$451,124,618GrossReceiptsAmt
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 Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee366TotalEmployeeCnt
Total Volunteers44394TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$281,047,140PYContributionsGrantsAmt
CY Contributions Grants$249,808,214CYContributionsGrantsAmt
PY Program Service Revenue$1,558,064PYProgramServiceRevenueAmt
CY Program Service Revenue$786,189CYProgramServiceRevenueAmt
PY Investment Income$14,465,000PYInvestmentIncomeAmt
CY Investment Income$23,345,884CYInvestmentIncomeAmt
PY Other Revenue$150,415PYOtherRevenueAmt
CY Other Revenue-$145,307CYOtherRevenueAmt
PY Total Revenue$297,220,619PYTotalRevenueAmt
CY Total Revenue$273,794,980CYTotalRevenueAmt
PY Grants And Similar Paid$76,058,878PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$82,304,202CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$34,545,447PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$37,211,253CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$825,531PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$816,553CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$19,520,240CYTotalFundraisingExpenseAmt
PY Other Expenses$51,700,250PYOtherExpensesAmt
CY Other Expenses$57,247,010CYOtherExpensesAmt
PY Total Expenses$163,130,106PYTotalExpensesAmt
CY Total Expenses$177,579,018CYTotalExpensesAmt
PY Revenues Less Expenses$134,090,513PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$96,215,962CYRevenuesLessExpensesAmt
Total Assets BOY$266,584,963TotalAssetsBOYAmt
Total Assets EOY$380,917,771TotalAssetsEOYAmt
Total Liabilities BOY$51,858,274TotalLiabilitiesBOYAmt
Total Liabilities EOY$57,109,293TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$214,726,689NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$323,808,478NetAssetsOrFundBalancesEOYAmt
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$81,298,150ExpenseAmt
Grant$60,892,351GrantAmt
DescThe Senior Community Service Employment Program (SCSEP)- The purpose of SCSEP is to foster individual economic self-sufficiency and promote useful part-time opportunities in community service assignments for unemployed low-income persons who are 55 years of age or older and to increase the number of older persons who may enjoy the benefits of unsubsidized employment in both the public and private sectors. In program year 2016/2017 more than 13,000 people were served and more than 3,300 obtained unsubsidized employment. http://www.aarp.org/aarp-foundation/our-work/income/scsep/Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$12,837,175ExpenseAmt
DescTax-Aide-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 2017, nearly 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 2017 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. http://www.aarp.org/taxaideDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$12,729,287ExpenseAmt
Grant$5,911,006GrantAmt
Revenue$765,957RevenueAmt
DescExperience Corps-AARP Foundation Experience Corps ("Experience Corps") is an evidence-based, volunteer tutoring and mentoring program that addresses a major contributor to poverty - the inability of children in kindergarten through third grade to read at grade level. The Experience Corps model is research-based with measurable benefits for students' literacy, as well as positive mental and physical health benefits for the older volunteers who tutor the children.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (9 entries)

ExpenseExpenseAmtGrantGrantAmtDescDescRevenueRevenueAmt
$4,329,965$1,303,329Food 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.
$4,927,250$4,927,250Grants to AARP-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.
$4,256,696$65,000Litigation-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. www.aarpfoundation.org/litigation
$1,839,788$943,273Housing-The Housing Impact Area is focused on providing solutions to the at least 19 million low-income 50+ households living in unaffordable and/or inadequate housing, focusing in the areas of home affordability, livability (universal design), and healthcare innovation. In 2017, the Foundation provided foreclosure prevention information and supported the preservation/production home retrofits/repairs of over 1,000 homes. The Housing Impact Area also worked with innovative startups through its 2016 Aging-in-Place Challenge competition winner, Care Angel, to provide disaster relief alerts to over 1,000 older adults in Florida, as well as collaborated with leaders in the field to hold the 2017 Aging-in-Place Challenge competition. Building on the 2014 and 2016 research studies with the Harvard Joint Center on Housing 2017, AARP Foundation was a lead funder for the Making Room exhibition at the National Building Museum, which highlighted innovative solutions that can assist older adults to age-in-place, including the Home Today, Home Tomorrow Memphis Home which was transfered to a local Memphis low-income senior veteran. The Foundation also has several innovation projects in development and has assisted a national nonprofit in developing a new financing model that will provide housing to low-income seniors in assisted living as well as their families. The Foundation continues its role as a thought leader by convening industry experts on aging-in-place and health-and-housing matters.
$2,475,871$1,269,481Isolation-More than 8 million older adults are socially isolated and, therefore, at risk of poor health. The number of vulnerable Americans age 50+ who are experiencing isolation has been on the rise and is expected to increase in the coming years. 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. Strong social connections are central to our physical and mental well-being. But when vulnerable older adults experience setbacks, they may become disconnected and isolated. Because the issue of social isolation is so complex, AARP Foundation spearheaded Connect2Affect to seek out solutions. Through research and innovative efforts, we are 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. Our goal is to create a network of resources that meets the needs of anyone who is isolated or lonely, and that helps build the social connections older adults need to thrive. In addition, we continually develop, test and implement solutions that help reduce isolation including using voice-enabled technology, transportation initiatives and volunteer-based friendship lines.
$372,362$135,190Work for Yourself@50+ -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.
$749,219$2,000Consumer Fraud Prevention-AARP Foundations helps low income older adults maintain their income by learning how to recognize, refuse and report financial fraud, scams and abuse. AARP Foundation has been at the forefront of fighting fraud for years and is one of only a few national organizations providing fraud prevention programs and services designed specifically for older adults. AARP Foundation currently operates two call centers (Seattle, Denver) that enable us to scale our operations nationally. AARP Foundation's consumer fraud peer counseling program using highly trained staff and volunteers work to educate the most vulnerable consumers, increasing resistance among chronic lottery fraud victims. In addition, AARP Foundation provides customized consumer education and training through multiple channels including in person, online and through publications. In 2017, the combined AARP Foundation consumer fraud prevention programs reached over 140,000 vulnerable older adults.www.aarpelderwatch.org
$2,368,010$1,065,095Income 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.
$18,013,420$5,790,227Various Grants, Contributions and Other Programs-The Foundation sponsored events and conferences that highlighted tangible ways to create more opportunity in America for low-income seniors, supported relief for older victims of Hurricanes Harvey, Irma, and Maria, and engaged in educational initiatives to help low-income seniors retain and protect assets.$20,232
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$39,332,581TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$15,500,845TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$20,232TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$146,197,193TotalProgramServiceExpensesAmt
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 Ent0TransactionWithControlEntInd
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 Document242IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee366EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
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 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 (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
LLOYD JOHNSON
BOARD CHAIR6.0010.40Yes (X)Yes (X)$0$2,507$0
JAIME GUTIERREZ
BOARD VICE CHAIR / AUDIT CHAIR6.000.40Yes (X)Yes (X)$0$0$0
HARRY E JOHNSON
SECRETARY/TREASURER & FINANCE CHAIR6.000.00Yes (X)Yes (X)$0$0$0
DIANE D MILLER
BOARD MEMBER6.000.00Yes (X)$0$0$0
DAVID ADAME
BOARD MEMBER6.000.00Yes (X)$0$0$0
ANN DAW
BOARD MEMBER6.000.00Yes (X)$0$0$0
RONALD E DALY SR
BOARD MEMBER6.0010.00Yes (X)$0$3,929$0
NEAL LANE
BOARD MEMBER6.0010.00Yes (X)$0$5,768$0
TIMOTHY M KELLY
BOARD MEMBER6.0010.00Yes (X)$0$987$0
LISA MARSH RYERSON
PRESIDENT40.001.00Yes (X)$372,309$47,556$72,280
PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDENT40.000.00Yes (X)$374,554$0$64,131
DAVID WHITEHEAD
SVP & CHIEF DEVELOPMENT OFFICER40.000.00$321,221$12,641$72,916Yes (X)
WILLIAM A RIVERA
SENIOR VICE PRESIDENT OF LITIGATION40.000.00$274,271$0$53,640Yes (X)
EMILY S ALLEN
VP - INCOME PROGRAM40.000.00$296,686$0$64,988Yes (X)
COREY HASTINGS
VP - SCSEP40.000.00$241,165$0$60,961Yes (X)
KEANNE C HENRY
VP EXPERIENCE CORPS40.000.00$243,141$0$52,686Yes (X)
BARBARA JONES
SENIOR ATTORNEY40.000.00$234,282$0$53,443Yes (X)
STEPHEN VENUTE
VP - CORP & FOUNDATION RELATIONS40.000.00$239,063$1,421$52,958Yes (X)
VERONICA COATES
MANAGER-TECHNOLOGY TAX AIDE PROGRAM40.000.00$234,592$0$16,274Yes (X)
STEVEN DELVECCHIO
VP - DIRECT RESPONSE40.000.00$159,694$69,990$45,405Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,990,978TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$144,799TotReportableCompRltdOrgAmt
Total Other Compensation$609,682TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K82IndivRcvdGreaterThan100KCnt
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
Hirschfeld Marketing Solutions
18540 Starcreek DrCorneliusNC28031Meal Pack Marketing and Operations$1,954,958
GraceWorkz LLC
1311 W Badger RdMadisonWI53713IT Printer Service and Imaging Supplies$1,570,855
Miami Dolphins LTD
7500 SW 30th StreetDavieFL33314Volunteer Engagement See Schedule O$1,425,271
Mediacom Worldwide Inc
498 Seventh AveNew YorkNY10018Media Outreach Optimization$1,210,416
CP Direct Inc
4600A Boston WayLanhamMD20706Commercial Printing Services$1,056,870
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K101CntrctRcvdGreaterThan100KCnt
Federated Campaigns$103,026FederatedCampaignsAmt
Related Organizations$100,370,867RelatedOrganizationsAmt
Government Grants$90,152,206GovernmentGrantsAmt
All Other Contributions$59,182,115AllOtherContributionsAmt
Noncash Contributions$39,824NoncashContributionsAmt
Total Contributions$249,808,214TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescExperience Corps Program FeesDesc
Business900099BusinessCd
Total Revenue Column$765,957TotalRevenueColumnAmt
Related Or Exempt Func Income$765,957RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,232TotalRevenueColumnAmt
Related Or Exempt Func Income$20,232RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$786,189TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,040,083TotalRevenueColumnAmt
Exclusion$10,040,083ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$190,635,439SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$177,329,638SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$13,305,801SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,305,801TotalRevenueColumnAmt
Exclusion$13,305,801ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
Charitable Gift Annuity Severance900099$134,642$134,642
Change in value- Charitable Gift900099-$279,949-$279,949
FieldValueIRS element (for citing)
Other Revenue Total-$145,307OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$273,794,980TotalRevenueColumnAmt
Related Or Exempt Func Income$786,189RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$23,200,577ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$23,254,493TotalAmt
Program Services$23,254,493ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$59,049,709TotalAmt
Program Services$59,049,709ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,025,418TotalAmt
Program Services$872,100ProgramServicesAmt
Management And General$800,545ManagementAndGeneralAmt
Fundraising$352,773FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$29,354,444TotalAmt
Program Services$22,252,612ProgramServicesAmt
Management And General$3,774,876ManagementAndGeneralAmt
Fundraising$3,326,956FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$885,932TotalAmt
Program Services$674,422ProgramServicesAmt
Management And General$115,587ManagementAndGeneralAmt
Fundraising$95,923FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,054,053TotalAmt
Program Services$2,271,414ProgramServicesAmt
Management And General$444,135ManagementAndGeneralAmt
Fundraising$338,504FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,891,406TotalAmt
Program Services$1,407,465ProgramServicesAmt
Management And General$280,115ManagementAndGeneralAmt
Fundraising$203,826FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$73,369TotalAmt
Program Services$73,369ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$156,995TotalAmt
Program Services$45ProgramServicesAmt
Management And General$156,950ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$816,553TotalAmt
Fundraising$816,553FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$721,128TotalAmt
Management And General$721,128ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,201,634TotalAmt
Program Services$5,119,227ProgramServicesAmt
Management And General$1,731,371ManagementAndGeneralAmt
Fundraising$351,036FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,784,775TotalAmt
Program Services$2,610,780ProgramServicesAmt
Management And General$2,061,206ManagementAndGeneralAmt
Fundraising$1,112,789FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,792,614TotalAmt
Program Services$4,736,957ProgramServicesAmt
Management And General$21,608ManagementAndGeneralAmt
Fundraising$34,049FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,231,425TotalAmt
Program Services$1,297,341ProgramServicesAmt
Management And General$302,058ManagementAndGeneralAmt
Fundraising$632,026FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,705,480TotalAmt
Program Services$2,470,521ProgramServicesAmt
Management And General$154,237ManagementAndGeneralAmt
Fundraising$80,722FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,873,207TotalAmt
Program Services$1,594,080ProgramServicesAmt
Management And General$173,823ManagementAndGeneralAmt
Fundraising$105,304FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,197,213TotalAmt
Program Services$3,059,822ProgramServicesAmt
Management And General$119,823ManagementAndGeneralAmt
Fundraising$17,568FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$214,748TotalAmt
Program Services$130,451ProgramServicesAmt
Management And General$56,019ManagementAndGeneralAmt
Fundraising$28,278FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,389,425TotalAmt
Program Services$822,849ProgramServicesAmt
Management And General$389,653ManagementAndGeneralAmt
Fundraising$176,923FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Printing and postage$17,453,579$5,754,244$38,283$11,661,052
Volunteer travel/activi$6,016,600$5,988,739$27,839$22
Telecommunication expen$1,967,350$1,909,015$35,817$22,518
Miscellaneous operating$453,313$408,586$23,684$21,043

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,014,155TotalAmt
Program Services$438,952ProgramServicesAmt
Management And General$432,828ManagementAndGeneralAmt
Fundraising$142,375FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$177,579,018TotalAmt
Program Services$146,197,193ProgramServicesAmt
Management And General$11,861,585ManagementAndGeneralAmt
Fundraising$19,520,240FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$12,859,617TotalAmt
Program Services$4,149,338ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$8,710,279FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,405,288BOYAmt
EOY$2,751,768EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,693,155BOYAmt
EOY$6,435,695EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,377,507BOYAmt
EOY$555,175EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,111,364BOYAmt
EOY$10,679,220EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,352,309BOYAmt
EOY$2,224,721EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$29,500,554LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$12,309,244LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$18,518,486BOYAmt
EOY$17,191,310EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$213,166,122BOYAmt
EOY$331,745,898EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,137,331BOYAmt
EOY$3,318,160EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$5,518,474BOYAmt
EOY$5,728,157EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$304,927BOYAmt
EOY$287,667EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$266,584,963BOYAmt
EOY$380,917,771EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,966,872BOYAmt
EOY$14,917,969EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$7,007,231BOYAmt
EOY$9,114,773EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,787,173BOYAmt
EOY$6,073,491EOYAmt

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$2,096,998BOYAmt
EOY$2,003,060EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$51,858,274BOYAmt
EOY$57,109,293EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$89,237,268BOYAmt
EOY$97,074,980EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,448,690BOYAmt
EOY$2,937,498EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$123,040,731BOYAmt
EOY$223,796,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$214,726,689BOYAmt
EOY$323,808,478EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$266,584,963BOYAmt
EOY$380,917,771EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$96,215,962ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$12,865,827NetUnrlzdGainsLossesInvstAmt
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$141,215,604CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$142,542,859CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$152,271,399CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$281,047,140CurrentTaxYearMinus1YearAmt
Current Tax Year$249,808,214CurrentTaxYearAmt
Total$966,885,216TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$141,215,604CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$142,542,859CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$152,271,399CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$281,047,140CurrentTaxYearMinus1YearAmt
Current Tax Year$249,808,214CurrentTaxYearAmt
Total$966,885,216TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$264,533,321SubstantialContributorsTotAmt
Public Support Total170$702,351,895PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,235,669CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,351,153CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,445,424CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,172,014CurrentTaxYearMinus1YearAmt
Current Tax Year$10,040,083CurrentTaxYearAmt
Total$23,244,343TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$212,938CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,708,479CurrentTaxYearMinus1YearAmt
Current Tax Year$640,882CurrentTaxYearAmt
Total$2,562,299TotalAmt
FieldValueIRS element (for citing)
Total Support$992,691,858TotalSupportAmt
Public Support CY1700.70750PublicSupportCY170Pct
Public Support PY1700.77210PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 10(C);2015 Other Program Income - $105,873 2015 Experience Corps School Fees - $107,065 Total Program Services Revenue - $212,938
PART II, LINE 10(D);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(E);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

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,154,308BeginningYearBalanceAmt
Contributions$326,685ContributionsAmt
Investment Earnings Or Losses$2,338,386InvestmentEarningsOrLossesAmt
Other Expenditures$718,263OtherExpendituresAmt
End Year Balance$18,101,116EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.12980BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.87020PrmnntEndowmentBalanceEOYPct
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$11,025,049DepreciationAmt
Book Value$11,711,859BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,323,646OtherCostOrOtherBasisAmt
Depreciation$1,284,195DepreciationAmt
Book Value$1,039,451BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$17,191,310TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCharitable gift annuity liabilityDesc
Amt$2,003,060Amt
FieldValueIRS element (for citing)
Total Liability$2,003,060TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$345,745,365TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$12,865,827NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$59,791,538DonatedServicesAndUseFcltsAmt
Other Revenue$165,148OtherRevenueAmt
Revenue Not Reported$72,822,513RevenueNotReportedAmt
Revenue Subtotal$272,922,852RevenueSubtotalAmt
Other Revenues Not Included$872,128OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$872,128RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$273,794,980TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$236,659,500TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$59,791,538DonatedServicesUseFcltsAmt
Other Expenses Included$10,072OtherExpensesIncludedAmt
Expenses Not Reported$59,801,610ExpensesNotReportedAmt
Expenses Subtotal$176,857,890ExpensesSubtotalAmt
Other Expenses Not Included$721,128OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$721,128ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$177,579,018TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:Permanently Restricted Endowment In January 2017, the Foundation received a contribution of approximately $76,111,000 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) 165,148.
Part XI, Line 4b - Other Adjustments:AARP Institute contribution to AARP Foundation 151,000. Investment expenses treated as contra revenue on FS 432,872. Investment expenses from K-1s included in unrealized gain on FS 288,256.
Part XII, Line 2d - Other Adjustments:AARP Institute (EIN: 52-0788950) 10,072.
Part XII, Line 4b - Other Adjustments:Investment expenses treated as contra revenue on FS 432,872. Investment expenses from K-1s included in unrealized gain on FS 288,256.

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 (3 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$683,660$0
M&R Strategic Services Inc
1101 Connecticut Avenue NW 7th FloWashingtonDC20036Creative online marketing services0$0$390,505$0
Ruffalo Noel Levitz
1025 Kirkwood Parkway SWCedar RapidsIA52404Outbound Call Center Services0$0$163,975$0
FieldValueIRS element (for citing)
Total Retained By Contractors$1,238,140TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
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
Licensed StatesARLicensedStatesCd
Licensed StatesMELicensedStatesCd

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 $509,736 Consulting fees 24,000 Advertising & promotion 149,924 Total paid to Chapman Cubine and Hussey $683,660 M&R Strategic Services Inc. Professional fundraising fee $186,564 Consulting services 203,941 Total paid to M&R Strategic Services Inc. $390,505 Ruffalo Noel Levitz Professional fundraising fee $120,253 Consulting services 43,722 Total paid to Ruffalo Noel Levitz $163,975 Total amounts paid to fundraisers $1,238,140

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (142 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AARP
601 E Street NWWashingtonDC20049951985500501(c)(4)$4,927,250AARP charitable work conducted on behalf of the AARP Foundation.
Agency of Aging of South Central Connecticut
One Long Wharf Drive Suite 1LNew HavenCT06511060915531501(c)(3)$35,750Grant to support AARP Foundation's Experience Corps afterschool program.
Alliance for Aging Inc
760 NW F107th Ave Suite 214MiamiFL33172650101947501(c)(3)$45,000AARP Foundation Disaster Relief Grant.
American National Red Cross
431 18th Street NWWashingtonDC200065009530196605501(c)(3)$65,000AARP Foundation Disaster Relief Grant.
American National Red Cross - VI Affiliate (dba Cruz Roja Americana)
2025 E St NWWashingtonDC200065009530196605501(c)(3)$75,000AARP Foundation Disaster Relief Grant.
Arapahoe Douglas Works
6974 S Lima StreetCentennialCO80112846000740Government Entity$66,000Grant to support AARP Foundation's Back to Work 50+ program.
Asian American Health Coalition of the Greater Houston Area dba Hope Clinic
7001 Corporate Suite 120HoustonTX77036311756818501(c)(3)$30,000AARP Foundation Disaster Relief Grant.
Aspiranet
400 Oyster Point Blvd Suite 501South San FranciscoCA94080942442955501(c)(3)$542,858Grant to support AARP Foundation's Experience Corps afterschool program.
Austin Community College District
5930 Middle Fiskville RdAustinTX78752741742036501(c)(3)$267,117Grant to support AARP Foundation's Back to Work 50+ program.
BakerRipley
PO Box 271389HoustonTX77277237062976501(c)(3)$35,000AARP Foundation Disaster Relief Grant.
Boat People SOS
11360 Bellaire Blvd Ste 910HoustonTX77072541563619501(c)(3)$30,000AARP Foundation Disaster Relief Grant.
Bread of Life Inc
2019 Crawford StHoustonTX77022760386510501(c)(3)$35,000AARP Foundation Disaster Relief Grant.
Brenda Adcox
110 Fox Briar DriveMendenhallMS39114454863509$13,008Grant to support AARP Foundation's Food Security program.
Brookway Market Basket
835 Brookway BlvdBrookhavenMS39601043051952$8,839Grant to support AARP Foundation's Food Security program.
Career Source Brevard
297 Barnes BlvdRockledgeFL32955593031785501(c)(3)$131,969Grant to support AARP Foundation's Back to Work 50+ program.
Carver Community Organization Inc
400 SE 8th StreetEvansvilleIN47713350869030501(c)(3)$91,135Grant to support AARP Foundation's Experience Corps afterschool program.
Catholic Charities Inc - Archdiocese of Hartford
839-841 Asylum AvenueHartfordCT06105060667607501(c)(3)$8,000Grant to support AARP Foundation's Work for Yourself@50+ program.
Cedars-Sinai Medical Care Foundation
8501 Wilshire Blvd Suite 100Beverly HillsCA90211954457756501(c)(3)$609,858Grant to support AARP Foundation's Isolation program.
Center for Women and Enterprise
24 School Street 7th FloorBostonMA02108043256236501(c)(3)$20,000Grant to support AARP Foundation's Work for Yourself@50+ program.
Chicago Cook Workforce Partner
69 W Washington Ste 2860ChicagoIL60602364122225501(c)(3)$256,500Grant to support AARP Foundation's Back to Work 50+ program.
Children's Initiative
4438 Ingraham StSan DiegoCA92109770587835501(c)(3)$306,852Grant to support AARP Foundation's Experience Corps program.
Chinese Community Center
9800 Town Park DrHoustonTX77036760067885501(c)(3)$30,000AARP Foundation Disaster Relief Grant.
City of Tempe
715 W 5th StreetTempeAZ85281866000262Government Entity$134,811Grant to support AARP Foundation's Experience Corps afterschool program.
Community Servings
18 Marbury TerraceJamaicaMA02130223154028501(c)(3)$250,000Grant to support AARP Foundation's Food Security program.
Comprehensive Housing Assistance
5809 Park Heights AveBaltimoreMD21215237097000501(c)(3)$8,484Grant to support AARP Foundation's Isolation program.
Concordia University - Chicago
7400 Augusta StreetRiver ForestIL60305362191242501(c)(3)$20,000Grant to support AARP Foundation's Work for Yourself@50+ program.
Consumer Credit Counseling Service of Delaware Valley dba Clarifi
1608 Walnut Street 10th FloorPhildelphiaPA19103231671903501(c)(3)$615,000Grant to support AARP Foundation's Income Security program.
Cornerstone Alliance
38 W Wall StreetBentor HarborMI49022382772476501(c)(3)$12,500Grant to support AARP Foundation's Work for Yourself@50+ program.
Corporation for Supportive Housing
61 Broadway Ste 2300New YorkNY10006133600232501(c)(3)$300,000Grant to support AARP Foundation's Housing program.
Council of Independent Colleges
1 Dupont Circle NW Suite 320WashingtonDC20036016004776501(c)(3)$326,364Grant to support AARP Foundation's Intergenerational programs.
Council on Aging of Martin County
900 SE Salerno RoadStuartFL34997521007762501(c)(3)$45,000AARP Foundation Disaster Relief Grant.
Dartmouth College
7 Lebanon St Ste 302HanoverNH03755020222111501(c)(3)$447,444Grant to support AARP Foundation's Isolation program.
Eastern Florida State College
1519 Clearlake RoadCocoaFL32922590920675501(c)(3)$158,950Grant to support AARP Foundation's Back to Work 50+ program.
Eastern WV Community and Technical College Foundation
316 Eastern DriveMoorefieldWV26836550773642501(c)(3)$14,400Grant to support AARP Foundation's Work for Yourself@50+ program.
Elder Services of Merrimack Valley
280 Merrimack Street Ste 400LawrenceMA01843042545136501(c)(3)$370,807Grant to support AARP Foundation's Food Security program.
Evelyn Rubenstein Jewish Community Center
5601 S Braeswood BlvdHoustonTX77096741198298501(c)(3)$35,000AARP Foundation Disaster Relief Grant.
Feeding America Tampa Bay
4702 Transport Dr Building 6TampaFL33605592116576501(c)(3)$40,000AARP Foundation Disaster Relief Grant.
Financial Innovations Center Inc dba Center for Financial Services Inform
20 N Clark St Ste 1950ChicagoIL60602203006098501(c)(3)$300,000Grant to support AARP Foundation's Income Security program.
Foundation for Puerto Rico
1500 Antonsanti Street Suite KSan JuanPR009123150660776227501(c)(3)$100,000AARP Foundation Disaster Relief Grant.
Friendship Centers of SW Florida dba Senior Friendship Centers
1888 Brother Geenen WaySarasotaFL34236591522614501(c)(3)$45,000AARP Foundation Disaster Relief Grant.
Fundacion Angel Ramos
PO Box 362408San JuanPR009362408660369110$100,000AARP Foundation Disaster Relief Grant.
Fundacion Fondo de Acceso a la Justicia
Edificio Comercial 18 Oficina 201-ASan JuanPR009074830660831102$100,000AARP Foundation Disaster Relief Grant.Ave RH Todd 800
Generations Incorporated
25 Kingston St 4th FloorBostonMA02111043227007501(c)(3)$1,048,229Grant to support AARP Foundation's Experience Corps program.
Generations United
25 E Street NWWashingtonDC20001311542973501(c)(3)$37,500Grant to support AARP Foundation's Intergenerational programs.
Gerontological Society of America
1220 L Street Suite 901WashingtonDC20005521256181501(c)(3)$50,585Support for AARP Foundation's Isolation program.
Good Work Network
2028 Oretha Castle Haley BlvdNew OrleansLA70113721499442501(c)(3)$19,976Grant to support AARP Foundation's Work for Yourself@50+ program.
Grantmakers in Aging
2001 Jefferson Davis Hwy Ste 504ArlingtonVA22202134014982501(c)(3)$50,0002017 Contribution for programmatic work and conference.
Greater Cleveland Volunteers
4415 Euclid Avenue Suite 200ClevelandOH441033758341356768501(c)(3)$90,933Grant to support AARP Foundation's Experience Corps afterschool program.
Greater Houston Community Foundation
5120 Woodway Drive Suite 6000HoustonTX77056237160400501(c)(3)$100,000AARP Foundation Disaster Relief Donation.
Habitat for Humanity International
121 Habitat StAmericusGA317093498911914868501(c)(3)$70,000AARP Foundation Disaster Relief Grant.
Harlem Business Alliance
275 Lenox AvenueNew YorkNY10027133591350501(c)(3)$23,279Grant to support AARP Foundation's Work for Yourself@50+ program.
Harry Chapin Food Bank of Southwest Florida
3670 Fowler StreetFort MyersFL33901592332120501(c)(3)$45,000AARP Foundation Disaster Relief Grant.
Havard University
79 John F Kennedy StCambridgeMA02138042103580501(c)(3)$100,000Grant to support AARP Foundation's Housing program.
Health Research Inc
150 Broadway Suite 560MenandsNY12204141402155501(c)(3)$75,000Grant to support AARP Foundation's Isolation program.
Heart of Florida United Way
1940 Traylor BlvdOrlandoFL32804590808854501(c)(3)$45,000AARP Foundation Disaster Relief Grant.
HelpAge USA
601 E Street NWWashingtonDC20049271071179501(c)(3)$200,000AARP Foundation Disaster Relief Grant.
Hispanic Federation
55 Exchange Place 5th FloorNew YorkNY10005133573852501(c)(3)$75,000AARP Foundation Disaster Relief Grant.
Increase Community Development Corporation
3433 Agler Rd Suite 2100ColumbusOH43219311721455501(c)(3)$19,994Grant to support AARP Foundation's Work for Yourself@50+ program.
Instituto para el Desarrollo Soicioeconomic y d Vivienda de Puerto Rico
PO Box 7154MayaguezPR00681660658219501(c)(3)$100,000AARP Foundation Disaster Relief Grant.
Interfaith Ministries for Greater Houston
3303 Main StHoustonTX77002741488102501(c)(3)$35,000AARP Foundation Disaster Relief Grant.
Jackson Cash & Carry Inc
3520 Terry RoadJacksonMS39212743137545$16,311Grant to support AARP Foundation's Food Security program.
Jefferson State Community College
2601 Carson RoadBirminghamAL35215630501357501(c)(3)$257,487Grant to support AARP Foundation's Back to Work 50+ program.
Jewish Family and Community Services of SW Florida
5025 Castello DriveNaplesFL34103453980909501(c)(3)$50,000AARP Foundation Disaster Relief Grant.
Johns Hopkins University
525 N Wolfe Street Room 336BaltimoreMD212052110520595110501(c)(3)$110,000Grant to support AARP Foundation's Housing program.
LA's Best
200 N Spring St M 120Los AngelesCA90012954311058501(c)(3)$100,000Grant to support AARP Foundation's Experience Corps afterschool program.
Legal Aid of Northwest Texas
600 E Weatherford StreetFort WorthTX76102750856086501(c)(3)$50,000AARP Foundation Disaster Relief Grant.
Legal Aid Society of Palm Beach
423 Fern Street Suite 200West Palm BeachFL33401596046994501(c)(3)$45,000AARP Foundation Disaster Relief Grant.
Legal Services of Greater Miami
300 Biscayne Boulevard Suite 500MiamiFL33137591227481501(c)(3)$45,000AARP Foundation Disaster Relief Grant.
Legal Services of the Virgin Islands
3017 Estate Orange GroveSt CroixVI008204375670254654501(c)(3)$50,000AARP Foundation Disaster Relief Grant.
Lone Star Legal Aid
PO Box 398HoustonTX770010398741537787501(c)(3)$50,000AARP Foundation Disaster Relief Grant.
Lutheran Social Services of NE Florida
4615 Phillips HighwayJacksonvilleFL32207591965600501(c)(3)$40,000AARP Foundation Disaster Relief Grant.
Lutheran Social Services of the Virgin Islands
516B Hospital StreetFrederikstedVI008403824670250807501(c)(3)$75,000AARP Foundation Disaster Relief Grant.
Mathis Peaches & Produce
1950 CR 450QuitmanMS39355271869273$8,192Grant to support AARP Foundation's Food Security program.
Memphis Tilth
575 Suzette StreetMemphisTN38126810733686501(c)(3)$8,784Grant to support AARP Foundation's Food Security program.
Metropolitan Family Service
230 NE 2nd Avenue 2HillsboroOR97124930397825501(c)(3)$156,455Grant to support AARP Foundation's Experience Corps program.
Miami Dade College
11380 NW 27th AveMiamiFL33167591210485Government Entity$89,266Grant to support AARP Foundation's Back to Work 50+ program.
Miami Rescue Mission
3553 NW 50 StreetMiamiFL33142591743865501(c)(3)$45,000AARP Foundation Disaster Relief Grant.
MicroEnterprise Resources Initiatives and Training (MERIT)
626 High St NE Ste 210SalemOR97301412247717501(c)(3)$19,447Grant to support AARP Foundation's Work for Yourself@50+ program.
Morristown Farmers Market (managed by Crossroads Downtown Partnership)
172 W Main St SkymartMorristownTN37816272903936501(c)(3)$6,267Grant to support AARP Foundation's Food Security program.
Mountain Bizworks
153 South Lexington AveAshevilleNC28801141864873501(c)(3)$18,800Grant to support AARP Foundation's Work for Yourself@50+ program.
Nassau County Council on Aging
1367 S 18th StreetFernandinaFL32034237375273501(c)(3)$40,000AARP Foundation Disaster Relief Grant.
National Academy of Elder Law Attorneys
1577 Spring Hill Road Ste 220ViennaVA22182860620517501(c)(3)$10,000Sponsorship of the 2017 National Aging and Law Conference.
National Consumer Voice for Quality Long Term Care
1001 Connecticut Avenue NWWashingtonDC20036521122531501(c)(3)$10,000Sponsorship of the 2017 National Consumer Voice for Quality Long Term Care Conference.
National Health Law Program
1444 I Street NW 1105WashingtonDC20005953080947501(c)(3)$10,000Sponsorship of the 2017 NHLP 28th Annual Health Advocates Conference.
National Housing Law Project
703 Market Street Ste 2000San FranciscoCA94103942400196501(c)(3)$7,500Sponsorship of the 2017 National meeting of the National Housing Law Project.
National Older Adult Worker Career Center
3811 N Fairfax Drive Suite 900ArlingtonVA22203522003078501(c)(3)$150,000Grant to support AARP Foundation's Workforce program.
New Harvest Park Farmers' Market (co Know County Parks & Recreation)
140 Dameron AveKnoxvilleTN37917626007979Government Entity$6,896Grant to support AARP Foundation's Food Security program.
Nonprofits Assistance Funds (MAPS)
2314 University Avenue W Ste 28St PaulMN55114411916337501(c)(3)$563,806Grant to support AARP Foundation's Experience Corps program.
Northeast Florida Area Agency on Aging dba Eldersource
10688 Old St Augustine BlvdJacksonvilleFL32257591569867501(c)(3)$40,000AARP Foundation Disaster Relief Grant.
Nourish Knoxville Inc
PO Box 2422KnoxvilleTN37901462030131501(c)(3)$11,370Grant to support AARP Foundation's Food Security program.
Operation Pathways Inc
122 E 42nd St Ste 4900New YorkNY10168472897977501(c)(3)$11,110Grant to support AARP Foundation's Isolation program.
Organization of Chinese Americans Greater Houston
9800 Town ParkHoustonTX77036521306678501(c)(3)$30,000AARP Foundation Disaster Relief Grant.
Parents Health Foundation
24012 Calle De La Plata 400Laguna HillsCA92653811188544501(c)(3)$112,789Grant to support AARP Foundation's Experience Corps program.
Peoplefund
2921 E 17th StreetAustinTX78702742814572501(c)(3)$19,500Grant to support AARP Foundation's Work for Yourself@50+ and Disaster Relief.
Pima Community College
4905 East Broadway Ste 113TucsonAZ857094905860208787501(c)(3)$80,742Grant to support AARP Foundation's Back to Work 50+ program.
Pinebelt Association for Families
PO Box 12471PetalMS39465640915962501(c)(3)$6,064Grant to support AARP Foundation's Food Security program.
Read to Succeed Buffalo Inc
392 Pearl Street Ste 100BuffaloNY14202263606661501(c)(3)$803,917Grant to support AARP Foundation's Experience Corps program.
Real School Gardens
5520 Connecticut Ave NW Ste 200WashingtonDC20015205946552501(c)(3)$75,000Grant for intergenerational work in Baltimore for multiuse open space.
Rebuilding Together Houston
104 N Greenwood Ste 100HoustonTX77011760027902501(c)(3)$1,195,000AARP Foundation Disaster Relief Grant.
Rosedale Piggly Wiggly
600 Highway 8 EastRosedaleMS38769201770628$34,769Grant to support AARP Foundation's Food Security program.
Rutherford County Farmers Market
Rutherford County Trustee Room 102MurfreesboroTN37130626017922$8,533Grant to support AARP Foundation's Food Security program.Public Square Courthouse
Sacramento Chinese Community Service Center
420 I St 5SacramentoCA95814942581434501(c)(3)$539,108Grant to support AARP Foundation's Experience Corps program.
Sacramento Employment and Training Agency
925 Del Paso BlvdSacramentoCA95815946000529Government Entity$76,000Grant to support AARP Foundation's Back to Work 50+ program.
Santa Fe College
3000 NW 83rd St Bldg R Room 211DGainesvilleFL32606591207627501(c)(3)$180,234Grant to support AARP Foundation's Back to Work 50+ program.
Santa Fe Community College
6401 Richards AveSanta FeNM87508850311615501(c)(3)$61,883Grant to support AARP Foundation's Back to Work 50+ program.
SEIU Healthcare
15 S Grady Way Suite 321RentonWA98057800377196501(c)(3)$114,499Grant to support AARP Foundation's Workforce program.
Senior Connection Center Polk
8928 Brittany WayTampaFL33619592074063501(c)(3)$40,000AARP Foundation Disaster Relief Grant.
Small Business Empowerment Center
911 Washington Suite 805St LouisMO63101800563561501(c)(3)$23,000Grant to support AARP Foundation's Work for Yourself@50+ program.
Social Capital Markets LLC
6 Mercer Street Ste 24PrincetonNJ08540820867484Corporation$30,000Sponsorship of the SOCAP17 Annual Conference.
Southeast Texas Regional Planning Commission
2210 Eastex FreewayBeaumontTX77703741675043Government Entity$50,000AARP Foundation Disaster Relief Grant.
St Bernard Project
8324 Parc PlaceChalmetteLA70043262189665501(c)(3)$35,000AARP Foundation Disaster Relief Grant.
St Croix Foundation
1023 Market StreetChristianstedVI008204375660480131501(c)(3)$75,000AARP Foundation Disaster Relief Grant.
St John's Council on Aging
180 Marine StSt AugustineFL32084591525829501(c)(3)$40,000AARP Foundation Disaster Relief Grant.
State of Mississippi -University of Mississippi Medical Center - Univeristy
2500 North State StreetJacksonMS39216646008520Government Entity$322,773Grant to support AARP Foundation's Housing program.
Strong Food LA Kitchen
230 W Avenue 26Los AngelesCA90031461639779501(c)(3)$450,000Grant to support AARP Foundation's Food Security program.
Texas Access to Justice Foundation
1601 Rio Grande Ste 351AustinTX78701742354575501(c)(3)$50,000AARP Foundation Disaster Relief Grant.
Texas Rio Grande Legal Aid Inc
301 S Texas BlvdMercedesTX78570741675230501(c)(3)$50,000AARP Foundation Disaster Relief Grant.
The Houston Food Bank
535 Portwall StreetHoustonTX77029742181456501(c)(3)$35,000AARP Foundation Disaster Relief Grant.
The Market Tree of Life Center
30 Crossland Ave Ste 205ClarksvilleTN37040205449098$6,181Grant to support AARP Foundation's Food Security program.
The Montose Center
401 Branard Street 2nd FloorHoustonTX77006742050245501(c)(3)$35,000AARP Foundation Disaster Relief Grant.
Three Rivers Market
1100 N Central StreetKnoxvilleTN37917202281235$31,444Grant to support AARP Foundation's Food Security program.
Tri County Technical College Foundation
PO Box 587PendletonSC29670570734955501(c)(3)$56,758Grant to support AARP Foundation's Back to Work 50+ program.
Trustees of Tufts University
711 Washington StreetBostonMA02111042103634501(c)(3)$24,530Grant to support AARP Foundation's Food Security program.
TX Association of Community Action Agency
4029 S Capital of Texas Hwy Ste 115AustinTX787047920742035880501(c)(3)$1,325,000AARP Foundation Disaster Relief Grant.115
United Way California Capital Region
10389 Old Placerville RoadSacramentoCA95827941225382501(c)(3)$372,435Grant to support AARP Foundation's Experience Corps program.
United Way of Broward County
1300 S Andrews Ave Ansin BuildingFort LauderdaleFL33316590624402501(c)(3)$45,000AARP Foundation Disaster Relief Grant.
United Way of Central Georgia Inc
277 Martin Luther King Jr Blvd SteMaconGA312021302580639811501(c)(3)$481,866Grant to support AARP Foundation's Experience Corps program.301
United Way of Miami-Dade
3250 Southwest 3rd AvenueMiamiFL33129590830840501(c)(3)$45,000AARP Foundation Disaster Relief Grant.
University of Cincinnati
Finance Dept 2925 Campus Green DrCincinnatiOH45221316000989Government Entity$100,000Grant to support AARP Foundation's Housing program.
University of Hartford
200 Bloomfield AvenueHartfordCT06117060731360501(c)(3)$19,580Grant to support AARP Foundation's Work for Yourself@50+ program.
West Tennessee Farmers Market Inc
91 New Market StreetJacksonTN38301626000316$13,600Grant to support AARP Foundation's Food Security program.
Westminster Economic Development Initiative Inc (WEDI)
436 Grant StreetBuffaloNY142131141204230463501(c)(3)$17,090Grant to support AARP Foundation's Work for Yourself@50+ program.
WI Women's Business Initiative
1533 N River Center DriveMilwaukeeWI53212391597954501(c)(3)$10,500Grant to support AARP Foundation's Work for Yourself@50+ program.
Winrock International
2102 Riverfront DriveLittle RockAR72202710603560501(c)(3)$19,692Grant to support AARP Foundation's Work for Yourself@50+ program.
Women's Coalition of St Croix
1608 Walnut Street 10th FloorPhiladelphiaPA19103660392626501(c)(3)$75,000AARP Foundation Disaster Relief Grant.
Womens Institute for a Secure Retirement
1140 19th Street NW Suite 550WashingtonDC20036521997317501(c)(3)$150,000Grant to support AARP Foundation's Income Security program.
Workforce Connections
6330 W Charleston Blvd Suite 150Las VegasNV89146880467645501(c)(3)$80,000Grant to support AARP Foundation's Back to Work 50+ program.
World Central Kitchen
1875 Connecticut Avenue NWWashingtonDC20009273521132501(c)(3)$100,000AARP Foundation Disaster Relief Grant.
Wyoming Women's Business
710 E Garfield Suite 323LaramieWY82070205440821501(c)(3)$18,822Grant to support AARP Foundation's Work for Yourself@50+ program.
YMCA of the USA
101 N Upper Wacker DriveChicagoIL60606363258696501(c)(3)$75,000Grant to support AARP Foundation's Isolation program.
Youth Co-Op
3525 NW 7 StreetMiamiFL33125237320351501(c)(3)$360,000Grant to support AARP Foundation's Back to Work 50+ program.
YWCA Houston
6309 Martin Luther King Jr BlvdHoustonTX77021741109658501(c)(3)$35,000AARP Foundation Disaster Relief Grant.
FieldValueIRS element (for citing)
Total501c3 Org130Total501c3OrgCnt
Total Other Org13TotalOtherOrgCnt

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$58,500,033
Experience Corps Mentoring & Tutoring Stipends1303$523,807
Employee Crisis Fund7$25,868

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 PaymentYes (1)SeverancePaymentInd
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$288,047$47,556$81,955$0$2,307$0$10,800$41,364$20,116$0$403,225$88,920$0$0
PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDENT$300,151$0$64,375$0$10,028$0$10,800$41,364$11,967$0$397,321$41,364$0$0
DAVID WHITEHEAD
SVP & CHIEF DEVELOPMENT OFFICER$263,358$12,641$55,196$0$2,667$0$10,800$41,364$20,752$0$352,773$54,005$0$0
WILLIAM A RIVERA
SENIOR VICE PRESIDENT OF LITIGATION$228,362$0$44,902$0$1,007$0$10,800$41,364$1,476$0$286,547$41,364$0$0
EMILY S ALLEN
VP - INCOME PROGRAM$245,331$0$50,196$0$1,159$0$10,800$41,364$12,824$0$320,310$41,364$0$0
COREY HASTINGS
VP - SCSEP$197,893$0$42,857$0$415$0$9,630$36,883$14,448$0$265,243$36,883$0$0
KEANNE C HENRY
VP EXPERIENCE CORPS$197,893$0$44,357$0$891$0$9,690$37,113$5,883$0$258,714$37,113$0$0
BARBARA JONES
SENIOR ATTORNEY$186,931$0$24,945$0$22,406$0$8,475$32,459$12,509$0$255,266$32,459$0$0
STEPHEN VENUTE
VP - CORP & FOUNDATION RELATIONS$194,823$1,421$42,836$0$1,404$0$9,563$36,627$6,768$0$255,394$38,048$0$0
VERONICA COATES
MANAGER-TECHNOLOGY TAX AIDE PROGRAM$69,845$0$11,644$0$153,103$0$3,260$12,484$530$0$238,382$12,484$0$0
STEVEN DELVECCHIO
VP - DIRECT RESPONSE$119,448$69,990$39,037$0$1,209$0$9,139$35,002$1,264$0$170,097$104,992$0$0

Supplemental Information Detail SupplementalInformationDetail (3 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 sat on both the AARP board and the AARP Foundation board. AARP 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, and Daw sat only on the AARP Foundation board and AARP Foundation pays all spouse/companion travel expenses. In 2017, AARP Foundation did not pay for any board member spouse/companion travel expenses.
Part I, Line 4aVeronica Coates received a severance payment in the amount of $141,934.34 in 2017.
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
Current Refunding0CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
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$4,927,250TransactionAmt
TransactionGrantTransactionDesc
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
Contribution5ContributionCnt
Noncash Contributions Rpt F990$39,824NoncashContributionsRptF990Amt
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 (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 embark on a long term relationship designed to impact the 50+ community in the South Florida area through four (4) key areas: Hunger, Housing, Income and Isolation.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 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
Experience Corps
2120 L Street NWWashingtonDC20049263698436Inactive - formally merged with AARP Foundation in 2015DC501(c)(3)509(a)(1)0AARP Foundation
AARP Insurance Plan
601 E Street NWWashingtonDC20049526069387Grantor trust holding certain AARP group health insurance policiesDC501(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 OrgYes (1)PerformOfServicesForOthOrgInd
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 Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AARP Inc - Grant awards for performance of charitable activities
B$4,927,250Grant agreements
AARP Inc - Cash contributions and endowment
C$100,219,867Cash paid
AARP Inc - Bond standby agreement
E$25,000,000In the event of default
AARP Inc - In-kind advertising
M$5,156,172Publication space market value
AARP Inc - In-kind shared services
M$26,185,688Allocable cost
AARP Inc - Mailing lists
N$0See supplemental information
AARP Inc - Maintenance & telephone
P$593,994Costs incurred
AARP Inc - Shared employee salary
Q$288,640Actual salary for time reported
AARP Inc - 25k Annual fee line of credit
R$25,000Cash paid
AARP Institute
C$151,000Cash paid
AARP Institute - In-kind shared services
L$4,609Allocable cost
Andrus Insurance Fund Inc - Workers' comp & other insurance
R$2,188,251Premiums paid

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Line 2(a)(6)FormAndLineReferenceDesc
ExplanationAARP 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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