AARP FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AARP FOUNDATION (EIN 52-0794300)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-27
- IRS object ID
- 201713009349300421
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-27T08:49:31-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE STE 501 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520794300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARP | BusinessNameControlTxt |
| Phone | 2024343399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW Tax Dept | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Marsh Ryerson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2024343399 | PhoneNum |
| Signature | 2017-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Parvin Van Enger | PreparerPersonNm |
| PTIN | P00955143 | PTIN |
| Phone | 5713820020 | PhoneNum |
| Preparation | 2017-10-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.67.35.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-25 | IPDt |
| IP Tm | 16:16:35 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 86E3F453F2019865CD1058799E75D8FE40AEDCF8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 561C25485440C8F55F6C869261AB5557EB6E58E0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lisa Marsh Ryerson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW Tax Dept | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $474,358,878 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.aarp.org/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation serves vulnerable people 50+ by creating and advancing effective solutions that help them secure the essentials. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 369 | TotalEmployeeCnt |
| Total Volunteers | 55557 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $152,271,399 | PYContributionsGrantsAmt |
| CY Contributions Grants | $281,047,140 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $212,938 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,558,064 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,506,254 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,465,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$296,558 | PYOtherRevenueAmt |
| CY Other Revenue | $150,415 | CYOtherRevenueAmt |
| PY Total Revenue | $158,694,033 | PYTotalRevenueAmt |
| CY Total Revenue | $297,220,619 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $68,361,974 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $76,058,878 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $35,832,564 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,545,447 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,152,075 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $825,531 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $18,038,503 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $46,168,380 | PYOtherExpensesAmt |
| CY Other Expenses | $51,700,250 | CYOtherExpensesAmt |
| PY Total Expenses | $151,514,993 | PYTotalExpensesAmt |
| CY Total Expenses | $163,130,106 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,179,040 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $134,090,513 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $129,157,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $266,584,963 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,471,186 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,858,274 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,686,774 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $214,726,689 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation wants to win back opportunity for those now in crisis,so thousands of vulnerable low-income Americans 50+ can regain theirfoothold, continue to serve as anchors for their families andcommunities and ensure that their best life is still within reach. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $75,410,994 | ExpenseAmt |
| Grant | $58,264,415 | GrantAmt |
| Desc | The 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 2015/2016 more than 13,000 people were served and more than 3,500 obtained unsubsidized employment. http://www.aarp.org/aarp-foundation/our-work/income/scsep/ | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,620,091 | ExpenseAmt |
| Revenue | $17,480 | RevenueAmt |
| Desc | AARP Foundation Tax-Aide is the nation's largest, free, volunteer-run tax preparation and assistance service. It is available to low- and moderate-income taxpayers with special attention to those aged 50 and older. In 2016, nearly 35,000 AARP Foundation trained and IRS-certified volunteers helped over 2.7 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 2016 highlights include $1.4B in taxpayer refunds and more than $240M 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/taxaide | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,442,370 | ExpenseAmt |
| Grant | $2,423,809 | GrantAmt |
| Revenue | $1,185,995 | RevenueAmt |
| Desc | Experience Corps-AARP Foundation Experience Corps ("Experience Corps") is a high-impact, community-based, volunteer tutoring 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 a proven intervention with measurable benefits for students, as well as positive mental and physical health benefits for the older volunteers who tutor the children. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (11 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $6,499,479 | $4,467,232 | $15,000 | Hunger-AARP Foundation's Hunger Impact Area is 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) Hunger as a health issue and 2) Maximizing value for the low-income consumer through the food supply chain to ensure we are improving access to safe, affordable, nutritious foods that focus on health promotion and chronic disease prevention. |
| $4,297,664 | $4,297,664 | Grants 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. | |
| $3,945,851 | $2,211,792 | Back to Work 50+ -AARP Foundation launched BACK TO WORK 50+ to increase the services and resources available to 50+ job candidates nationally and in communities and to facilitate their access to in-demand jobs. BACK TO WORK 50+ was launched in 2013 in three communities and served 2400 people. In 2016, the program served over 10,000 through the Contact Center, and over 4,000 through local community partners (www.aarp.org/backtowork50plus). In 2014 the program was awarded a Social Innovation Fund grant from the Corporation for National and Community Service to evaluate and scale the model. BACK TO WORK 50+ provides job search guides, workshops, and coaching for struggling jobseekers 50 and older to help them regain their confidence, and refresh their skills so they can continue to work for as long as needed. | |
| $3,897,930 | $52,500 | Litigation-AARP Foundation Litigation (AFL) works to protect and preserve the legal rights of individuals aged 50+ by representing them in significant court cases and by writing amicus curiae ("friend of the court") briefs. Legal advocacy focuses on widespread practices or policies of industry, business, or government that affect older Americans' day-to-day lives including age and disability discrimination in employment, pensions, financial fraud including predatory lending, health and long-term care, disability, and government and public benefits. www.aarp.org/aarp-foundation/legal_advocacy/ | |
| $1,974,984 | $113,234 | Finances 50+ -AARP Foundation provides low-income older adults with financial education and charitable services about how to manage finances and find work opportunities to become more financially stable. All of our financial inclusion work is underpinned by our evidenced-based financial capability curriculum, Finances 50+, which is designed to motivate and empower participants to take charge of their financial future and make the most of the financial resources they have. Finances 50+ materials cover budgeting and goal setting, taking charge of credit and debt, and developing a savings plan and protecting your assets. Exercises and resources are designed to provide motivation, education, and support for positive action to help participants reach their self-defined goals-whatever they may be-and build financial habits that will help them thrive. Small group workshops are led by trained volunteer facilitators and hosted by local nonprofits and other organizations. AARP Foundation Finances 50+ provided financial capability training to over 5700 participants since 2013. Over 150 iterations of this three workshop series was offered by 15 different organizations nationwide, including those in Arizona, California, Colorado, Louisiana, Maryland, Massachusetts, Minnesota, New Hampshire, New York, Washington State and Washington, DC. | |
| $1,509,790 | $298,912 | $243,993 | Housing-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. In 2016, the Foundation provided foreclosure prevention information and supported the preservation or production of over 3,000 homes through counseling, home retrofits/repairs and development, and committed over $300,000 in grants. Building on the 2014 research study "Housing America's Older Adults," in 2016, AARP Foundation completed the Home Today, Home Tomorrow design competition, which culminated in retrofitting a home in Memphis Tennessee and working with a local Memphis nonprofit to transfer the home to a 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. |
| $1,315,287 | $962,784 | Isolation-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'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.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. | |
| $794,580 | $588,848 | Work 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. | |
| $615,615 | $280 | Consumer 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 three call centers (Seattle, Denver and Atlanta) 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 2016, the combined AARP Foundation consumer fraud prevention programs reached over 130,000 vulnerable older adults. www.aarpelderwatch.org. | |
| $264,527 | $199,770 | Income Security-AARP Foundation is creating new platforms for ensuring that low income older adults have opportunities to continue to generate income and manage and protect that income more effectively. | |
| $13,248,119 | $2,177,636 | $95,596 | Various Grants, Contributions and Other Programs-AARP Foundation launched Age Strong the social investment initiative that represents a new way for people and organizations to help the low income, vulnerable 50+ by supporting innovative, effective solutions to the problems so many older adults face in the areas of hunger, housing, income and isolation. The Foundation also sponsored events and conferences that highlighted tangible ways to create more opportunity in America for low-income seniors, supported relief for older victims of Hurricane Matthew and the 2016 Louisiana floods, and engaged in educational initiatives to help low-income seniors retain and protect assets. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $38,363,826 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $15,370,652 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $354,589 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $134,837,281 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 231 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 369 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | MC | ForeignCountryCd |
| Foreign Country | MT | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patricia D Shannon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024343399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LLOYD JOHNSON as of 6316 | |||||||||
| BOARD CHAIR | 6.00 | 10.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAIME GUTIERREZ as of 6316 | |||||||||
| BOARD VICE CHAIR / AUDIT CHAIR | 6.00 | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HARRY E JOHNSON | |||||||||
| SECRETARY/TREASURER & FINANCE CHAIR | 6.00 | 0.00 | Yes (X) | Yes (X) | $378 | $0 | $0 | ||
| DIANE D MILLER as of 6316 | |||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ADAME as of 6316 | |||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN DAW as of 6316 | |||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD E DALY SR as of 6316 | |||||||||
| BOARD MEMBER | 6.00 | 10.00 | Yes (X) | $0 | $3,591 | $0 | |||
| NEAL LANE as of 6316 | |||||||||
| BOARD MEMBER | 6.00 | 10.00 | Yes (X) | $0 | $3,916 | $0 | |||
| TIMOTHY M KELLY as of 6316 | |||||||||
| BOARD MEMBER | 6.00 | 10.00 | Yes (X) | $0 | $2,221 | $0 | |||
| SANDRA ULSH until 6316 | |||||||||
| SEC/TREAS & FINANCE CHAIR | 6.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NEAL CUTLER until 6316 | |||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $1,247 | $0 | $0 | |||
| DIANE PRATT until 6316 | |||||||||
| CHAIRPERSON | 6.00 | 10.40 | Yes (X) | Yes (X) | $0 | $406 | $0 | ||
| CATHERINE ALICIA GEORGES | |||||||||
| BOARD MEMBER until 6/3/16 | 6.00 | 10.00 | Yes (X) | $0 | $407 | $0 | |||
| KATHLEEN EDMOND until 6316 | |||||||||
| AUDIT CHAIR | 6.00 | 0.40 | Yes (X) | $814 | $0 | $0 | |||
| BARBARA ANN O'CONNOR | |||||||||
| BOARD MEMBER until 6/3/16 | 6.00 | 10.00 | Yes (X) | $0 | $10,842 | $0 | |||
| LISA MARSH RYERSON | |||||||||
| PRESIDENT | 40.00 | 1.00 | Yes (X) | $395,945 | $0 | $71,954 | |||
| PATRICIA D SHANNON | |||||||||
| CFO & SENIOR VICE PRESIDENT | 40.00 | Yes (X) | $338,004 | $0 | $63,895 | ||||
| DAVID WHITEHEAD | |||||||||
| SVP & CHIEF DEVELOPMENT OFFICER | 40.00 | $318,795 | $9,098 | $72,631 | Yes (X) | ||||
| WILLIAM A RIVERA | |||||||||
| SENIOR VICE PRESIDENT OF LITIGATION | 40.00 | $225,518 | $0 | $45,058 | Yes (X) | ||||
| EMILY S ALLEN | |||||||||
| VP - INCOME PROGRAM | 40.00 | $260,106 | $0 | $63,402 | Yes (X) | ||||
| COREY HASTINGS | |||||||||
| VP - SCSEP | 40.00 | $220,422 | $0 | $57,367 | Yes (X) | ||||
| KEANNE C HENRY | |||||||||
| VP EXPERIENCE CORPS | 40.00 | $218,935 | $0 | $42,935 | Yes (X) | ||||
| BARBARA JONES | |||||||||
| SENIOR ATTORNEY | 40.00 | $211,818 | $1,016 | $53,037 | Yes (X) | ||||
| LAURIE A MCCANN | |||||||||
| SENIOR ATTORNEY | 40.00 | $214,623 | $7,123 | $63,427 | Yes (X) | ||||
| LESTER F STRONG | |||||||||
| PRINCIPAL GIFT OFFICER | 40.00 | $270,871 | $0 | $68,748 | Yes (X) | ||||
| STEPHEN VENUTE | |||||||||
| VP - CORP & FOUNDATION RELATIONS | 40.00 | $233,723 | $2,393 | $49,744 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,911,199 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $41,013 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $652,198 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 70 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Miami Dolphins LTD | |||||
| 7500 SW 30th Street | Davie | FL | 33314 | Volunteer Engagement See Schedule O | $1,335,411 |
| HENDRICK MOTORSPORTS | |||||
| 4400 Papa Joe Hendrick Blvd | Charlotte | NC | 28262 | Partnership - Drive to End Hunger | $1,104,800 |
| MEDIACOM WORLDWIDE INC | |||||
| 498 Seventh Ave | New York | NY | 10018 | Media Outreach Optimization | $947,333 |
| BSC ACQUISITION SUB LLC | |||||
| 7702 Plantation Road | Roanoke | VA | 24019 | Custom Envelope Manufacturer | $943,462 |
| CP Direct Inc | |||||
| 4600A Boston Way | Lanham | MD | 20706 | Commercial Printing Services | $759,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 99 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $118,007 | FederatedCampaignsAmt |
| Related Organizations | $136,665,026 | RelatedOrganizationsAmt |
| Government Grants | $88,160,746 | GovernmentGrantsAmt |
| All Other Contributions | $56,103,361 | AllOtherContributionsAmt |
| Total Contributions | $281,047,140 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Experience Corps Program Fees | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,185,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,185,995 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $372,069 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $372,069 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,558,064 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,172,014 | TotalRevenueColumnAmt |
| Exclusion | $6,172,014 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $185,431,245 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $177,138,259 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,292,986 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,292,986 | TotalRevenueColumnAmt |
| Exclusion | $8,292,986 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Charitable Gift Annuity Severance | 900099 | $244,961 | $244,961 |
| Change in value- Charitable Gift | 900099 | -$94,546 | -$94,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $150,415 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $297,220,619 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,558,064 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,615,415 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,964,488 | TotalAmt |
| Program Services | $16,964,488 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,839,840 | TotalAmt |
| Program Services | $58,839,840 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,550 | TotalAmt |
| Program Services | $254,550 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,899,504 | TotalAmt |
| Program Services | $761,035 | ProgramServicesAmt |
| Management And General | $788,780 | ManagementAndGeneralAmt |
| Fundraising | $349,689 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,019,326 | TotalAmt |
| Program Services | $20,203,211 | ProgramServicesAmt |
| Management And General | $3,792,576 | ManagementAndGeneralAmt |
| Fundraising | $3,023,539 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,033 | TotalAmt |
| Program Services | $660,003 | ProgramServicesAmt |
| Management And General | $124,477 | ManagementAndGeneralAmt |
| Fundraising | $105,553 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,058,742 | TotalAmt |
| Program Services | $2,245,116 | ProgramServicesAmt |
| Management And General | $464,045 | ManagementAndGeneralAmt |
| Fundraising | $349,581 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,677,842 | TotalAmt |
| Program Services | $1,227,398 | ProgramServicesAmt |
| Management And General | $250,600 | ManagementAndGeneralAmt |
| Fundraising | $199,844 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,854 | TotalAmt |
| Program Services | $4,854 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,375 | TotalAmt |
| Management And General | $152,375 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,531 | TotalAmt |
| Fundraising | $825,531 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,137 | TotalAmt |
| Management And General | $377,137 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,126,119 | TotalAmt |
| Program Services | $4,312,174 | ProgramServicesAmt |
| Management And General | $740,183 | ManagementAndGeneralAmt |
| Fundraising | $73,762 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,723,377 | TotalAmt |
| Program Services | $1,542,048 | ProgramServicesAmt |
| Management And General | $1,899,201 | ManagementAndGeneralAmt |
| Fundraising | $1,282,128 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,398,174 | TotalAmt |
| Program Services | $4,356,176 | ProgramServicesAmt |
| Management And General | $26,682 | ManagementAndGeneralAmt |
| Fundraising | $15,316 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,176,147 | TotalAmt |
| Program Services | $1,343,152 | ProgramServicesAmt |
| Management And General | $83,974 | ManagementAndGeneralAmt |
| Fundraising | $749,021 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,025,473 | TotalAmt |
| Program Services | $2,754,022 | ProgramServicesAmt |
| Management And General | $176,243 | ManagementAndGeneralAmt |
| Fundraising | $95,208 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,618,180 | TotalAmt |
| Program Services | $2,329,076 | ProgramServicesAmt |
| Management And General | $147,886 | ManagementAndGeneralAmt |
| Fundraising | $141,218 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,569,694 | TotalAmt |
| Program Services | $2,343,707 | ProgramServicesAmt |
| Management And General | $212,459 | ManagementAndGeneralAmt |
| Fundraising | $13,528 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,319 | TotalAmt |
| Program Services | $62,881 | ProgramServicesAmt |
| Management And General | $23,037 | ManagementAndGeneralAmt |
| Fundraising | $20,401 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,474,819 | TotalAmt |
| Program Services | $954,859 | ProgramServicesAmt |
| Management And General | $355,277 | ManagementAndGeneralAmt |
| Fundraising | $164,683 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,829 | TotalAmt |
| Program Services | $78 | ProgramServicesAmt |
| Management And General | $2,751 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing and postage | $15,857,374 | $5,511,472 | $38,711 | $10,307,191 |
| Volunteer travel/activi | $5,106,007 | $5,065,442 | $37,491 | $3,074 |
| Telecommunication expen | $2,142,059 | $2,053,717 | $60,425 | $27,917 |
| Miscellaneous operating | $492,414 | $431,780 | $54,020 | $6,614 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,346,899 | TotalAmt |
| Program Services | $616,202 | ProgramServicesAmt |
| Management And General | $445,992 | ManagementAndGeneralAmt |
| Fundraising | $284,705 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,130,106 | TotalAmt |
| Program Services | $134,837,281 | ProgramServicesAmt |
| Management And General | $10,254,322 | ManagementAndGeneralAmt |
| Fundraising | $18,038,503 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,606,990 | TotalAmt |
| Program Services | $4,166,425 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $8,440,565 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,888,226 | BOYAmt |
| EOY | $1,405,288 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,283,684 | BOYAmt |
| EOY | $9,693,155 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,290,767 | BOYAmt |
| EOY | $2,377,507 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,155 | BOYAmt |
| EOY | $9,111,364 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,778,661 | BOYAmt |
| EOY | $2,352,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,455,565 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,937,079 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,928,549 | BOYAmt |
| EOY | $18,518,486 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,238,973 | BOYAmt |
| EOY | $213,166,122 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,118,108 | BOYAmt |
| EOY | $4,137,331 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,280,650 | BOYAmt |
| EOY | $5,518,474 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,187 | BOYAmt |
| EOY | $304,927 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,157,960 | BOYAmt |
| EOY | $266,584,963 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,407,102 | BOYAmt |
| EOY | $13,966,872 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,346,313 | BOYAmt |
| EOY | $7,007,231 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,171,613 | BOYAmt |
| EOY | $3,787,173 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000,000 | BOYAmt |
| EOY | $25,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,546,158 | BOYAmt |
| EOY | $2,096,998 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,471,186 | BOYAmt |
| EOY | $51,858,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,520,982 | BOYAmt |
| EOY | $89,237,268 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,165,792 | BOYAmt |
| EOY | $2,448,690 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $123,040,731 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,686,774 | BOYAmt |
| EOY | $214,726,689 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,157,960 | BOYAmt |
| EOY | $266,584,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $134,090,513 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$50,599 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,838,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,215,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,542,859 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,271,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $281,047,140 | CurrentTaxYearAmt |
| Total | $857,915,498 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,838,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,215,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,542,859 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,271,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $281,047,140 | CurrentTaxYearAmt |
| Total | $857,915,498 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $182,420,689 | SubstantialContributorsTotAmt |
| Public Support Total170 | $675,494,809 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,787,529 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,235,669 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,351,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,445,424 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,172,014 | CurrentTaxYearAmt |
| Total | $14,991,789 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $212,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,708,479 | CurrentTaxYearAmt |
| Total | $1,922,836 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $874,830,123 | TotalSupportAmt |
| Public Support CY170 | 0.77210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10(A): | 2012 Miscellanous Other Income - $1,419 |
| PART II, LINE 10(D); | 2015 Other Program Income - $105,873 2015 Experience Corps School Fees - $107,065 Total Program Services Revenue - $212,938 |
| PART II, LINE 10(E): | 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 Revenue - $1,708,479 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,139,004 | BeginningYearBalanceAmt |
| Contributions | $116,229,945 | ContributionsAmt |
| Investment Earnings Or Losses | $9,190,695 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $907,709 | OtherExpendituresAmt |
| End Year Balance | $141,651,935 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,983,362 | BeginningYearBalanceAmt |
| Contributions | $336,554 | ContributionsAmt |
| Investment Earnings Or Losses | -$328,393 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $852,519 | OtherExpendituresAmt |
| End Year Balance | $17,139,004 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,101,116 | BeginningYearBalanceAmt |
| Contributions | $476,933 | ContributionsAmt |
| Investment Earnings Or Losses | $190,354 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $785,041 | OtherExpendituresAmt |
| End Year Balance | $17,983,362 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,154,308 | BeginningYearBalanceAmt |
| Contributions | $326,685 | ContributionsAmt |
| Investment Earnings Or Losses | $2,338,386 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $718,263 | OtherExpendituresAmt |
| End Year Balance | $18,101,116 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,790,123 | BeginningYearBalanceAmt |
| Contributions | $525,743 | ContributionsAmt |
| Investment Earnings Or Losses | $1,484,244 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $645,802 | OtherExpendituresAmt |
| End Year Balance | $16,154,308 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13140 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86860 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,440,000 | OtherCostOrOtherBasisAmt |
| Book Value | $4,440,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,736,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,851,276 | DepreciationAmt |
| Book Value | $12,885,632 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,278,657 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,085,803 | DepreciationAmt |
| Book Value | $1,192,854 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,518,486 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Charitable gift annuity liability | Desc |
| Amt | $2,096,998 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,096,998 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $351,860,671 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$50,599 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $55,935,491 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$358,000 | OtherRevenueAmt |
| Revenue Not Reported | $55,526,892 | RevenueNotReportedAmt |
| Revenue Subtotal | $296,333,779 | RevenueSubtotalAmt |
| Other Revenues Not Included | $886,840 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $886,840 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $297,220,619 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $218,699,280 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $55,935,491 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $12,627 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $55,948,118 | ExpensesNotReportedAmt |
| Expenses Subtotal | $162,751,162 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $378,944 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $378,944 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $163,130,106 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Permanently Restricted Endowment In January 2016, the Foundation received a contribution of approximately $115,090,000 from AARP, Inc. to establish a 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 donor-restricted and quasi-endowment funds are invested in a broadly diversified portfolio spread over multiple asset classes. |
| Part X, Line 2: | AARP Foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements. |
| Part XI, Line 2d - Other Adjustments: | INVESTMENT AND K-1 EXPENSES REPORTED AS CONTRA REVENUE IN F/S -378,944. AARP INSTITUTE (EIN: 52-0788950) 20,944. |
| Part XI, Line 4b - Other Adjustments: | EXPERIENCE CORPS DONATION TO AARP FOUNDATION ELIMINATED IN CONSOLIDATED F/S 886,840. |
| Part XII, Line 2d - Other Adjustments: | AARP INSTITUTE (EIN: 52-0788950) 12,627. |
| Part XII, Line 4b - Other Adjustments: | INVESTMENT AND K-1 EXPENSES REPORTED AS CONTRA REVENUE IN F/S 378,944. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Chapman Cubine Adams Hussey | ||||||||
| 2000 15TH Street North Suite 550 | Arlington | VA | 22201 | Direct mail production management services | 0 | $0 | $654,903 | $0 |
| Creative Direct Response | ||||||||
| 16900 Science Drive Ste 210 | Bowie | MD | 20715 | Fundraising Counsel | 0 | $0 | $49,289 | $0 |
| Gift Strategies LLC | ||||||||
| 1539 Fall River Avenue Ste 3 | Seekonk | MA | 02771 | Gift planning consultant | 0 | $0 | $59,493 | $0 |
| Infocision | ||||||||
| 325 Springside Drive | Akron | OH | 44333 | Professional solicitor | 0 | $0 | $1,403 | $0 |
| M&R Strategic Services Inc | ||||||||
| 1901 L St NW Suite 800 | Washington | DC | 20036 | Creative online marketing services | 0 | $0 | $341,487 | $0 |
| Ruffalo Noel Levitz | ||||||||
| 1025 Kirkwood Parkway SW | Cedar Rapids | IA | 52404 | Outbound Call Center Services | 0 | $0 | $109,605 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $1,216,180 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule G, Part I, Line 2b, Column (v) | These entities do not raise funds directly for AARP Foundation, but provide counsel, services, and support to AARP Foundation's internal development office. The amounts reflected in Schedule G are for the professional services and reimbursements paid by AARP Foundation for promotional and travel expenses. |
| Schedule G, Part I, Line 2 b(v) | Chapman Cubine Adams Hussey Professional fundraising fee $509,736 Consulting fees 4,638 Advertising & promotion 140,529 Total paid to Chapman Cubine $654,903 Adams Hussey & Associates Creative Direct Response Consulting fees $49,289 Total paid to Creative Direct $49,289 Response Gift Strategies LLC Professional fundraising fee $59,493 Total paid to Gift Strategies LLC $59,493 Infocision Data Processing $1,403 Total paid to Infocision $1,403 M&R Strategic Services Professional fundraising fee $186,564 Consulting services $154,923 Total paid to M&R Strategic Svcs $341,487 Ruffalo Noel Levitz LLC Professional fundraising fee $69,738 Consulting services $39,867 Total paid to Ruffalo Noel Levitz LLC $109,605 Total amounts paid to fundraisers $1,216,180 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (114 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP | ||||||||
| 601 E St NW | Washington | DC | 20049 | 951985500 | 501(c)(4) | $4,297,664 | AARP charitable work conducted on behalf of the AARP Foundation. | |
| Action Pathways Inc | ||||||||
| 316 Green Street | Fayetteville | NC | 28301 | 560845795 | 501(c)(3) | $15,000 | Grant for Hurricane Matthew Relief. | |
| Alliance to End Hunger | ||||||||
| 425 3rd St SW Suite 1200 | Washington | DC | 20024 | 202803848 | 501(c)(3) | $15,000 | Membership in alliance to provide support to 50+ adults in need of food assistance. | |
| American Heart Association | ||||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | 135613797 | 501(c)(3) | $750,000 | Grant to support AARP Foundation's Hunger program. | |
| Anne Arundel Workforce Development Corporation | ||||||||
| 401 Headquarters Drive Suite 208 | Millersville | MD | 21108 | 522359350 | 501(c)(3) | $100,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| ArapahoeDouglas Works | ||||||||
| 6974 S Lima Street | Centennial | CO | 80112 | 846000740 | Government Entity | $140,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Acension Council On Aging Inc | ||||||||
| PO Box 412 | Donaldsville | LA | 70346 | 720736386 | 501(c)(3) | $40,000 | Grant for flood relief. | |
| Aspiranet | ||||||||
| 400 Oyster Point Blvd Suite 501 | San Francisco | CA | 94080 | 942442955 | 501(c)(3) | $207,183 | Grant to support AARP Foundation's Experience Corps program. | |
| Atlanta Technical College Foundation | ||||||||
| 1560 Metropolitan Parkway SW | Atlanta | GA | 30310 | 582582973 | 501(c)(3) | $50,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Austin Community College | ||||||||
| 901 Tuscany Way | Austin | TX | 78754 | 741742036 | 501(c)(3) | $90,578 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Bevill Community College | ||||||||
| 1411 Indiana Avenue | Jasper | AL | 35501 | 631102108 | 501(c)(3) | $21,747 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Capital Impact Partners | ||||||||
| 2011 Crystal Drive Suite 750 | Arlington | VA | 22202 | 521290127 | 501(c)(3) | $200,000 | Grant to support AARP Foundation's Income Security program. | |
| Carver Community Organization Inc | ||||||||
| 400 S E 8th Street | Evansville | IN | 47713 | 350869030 | 501(c)(3) | $116,804 | Grant to support AARP Foundation's Experience Corps program. | |
| Catholic Chatities Archdiocese of Stockton | ||||||||
| 2351 Tenaya Dr Suite D | Modesto | CA | 95454 | 641629114 | 501(c)(3) | $20,000 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Catholic Charities Inc - Archdiocese of Hartford | ||||||||
| 839-841 Asylum Avenue | Harford | CT | 06105 | 060667607 | 501(c)(3) | $18,000 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Catholic Charities Diocese of Baton | ||||||||
| PO Box 1668 | Baton Rouge | LA | 70821 | 720590685 | 501(c)(3) | $25,000 | Grant for flood relief. | |
| Central New Mexico Community College Foundation | ||||||||
| 525 Buena Vista SE | Albuquerque | NM | 87106 | 850172915 | 501(c)(3) | $77,787 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Chicago Cook Workforce | ||||||||
| 69 W Washington Suite 2860 | Chicago | IL | 60602 | 364122225 | 501(c)(3) | $350,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Chicanos Por La Causa | ||||||||
| 1112 E Buckeye Road | Phoenix | AZ | 85034 | 860227210 | 501(c)(3) | $35,000 | Grant to support AARP Foundation's Housing program. | |
| Children's Initiative | ||||||||
| 4438 Ingraham Street | San Diego | CA | 92109 | 770587835 | 501(c)(3) | $44,600 | Grant to support AARP Foundation's Experience Corps program. | |
| Chinatown Manpower Project Inc | ||||||||
| 70 Mulberry Street | New York | NY | 10013 | 132755214 | 501(c)(3) | $38,000 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| ChopChop Kids | ||||||||
| 695-697 Belmont St | Belmont | MA | 02478 | 043505334 | 501(c)(3) | $10,000 | Grant to support AARP Foundation's Hunger program. | |
| City of Tempe | ||||||||
| 715 W 5th Street | Tempe | AZ | 85281 | 866000262 | 501(c)(3) | $54,526 | Grant to support AARP Foundation's Experience Corps program. | |
| Community Loan Fund of the Capital Region Inc | ||||||||
| 255 Orange Street | Albany | NY | 12210 | 222706505 | 501(c)(3) | $38,000 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Community Service Society of New York | ||||||||
| 105 East 22nd Street | New York | NY | 10010 | 135562202 | 501(c)(3) | $64,218 | Grant to support AARP Foundation's Experience Corps program. | |
| Council of Independent Colleges | ||||||||
| 1 Dupont Circle NW Suite 320 | Washington | DC | 20036 | 016004776 | 501(c)(3) | $477,636 | Grant to support AARP Foundation's intergenerational volunteer programs. | |
| Dallas City Workforce | ||||||||
| 1201 Main Street Suite 2700 | Dallas | TX | 75202 | 751924974 | 501(c)(3) | $50,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Dallas County Local Workforce Development Board Inc | ||||||||
| 1201 Main Street Suite 2700 | Dallas | TX | 75202 | 751924974 | 501(c)(3) | $12,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Direct Relief | ||||||||
| 27 S La Patera Lane | Goleta | CA | 93117 | 951831116 | 501(c)(3) | $50,000 | Grant for flood relief. | |
| Duquesne University of the Holy Spirit | ||||||||
| 600 Forbes Avenue | Pittsburgh | PA | 15282 | 251035663 | 501(c)(3) | $36,028 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| East Baton Rouge Council of Aging | ||||||||
| 5790 Florida Blvd | Baton Rouge | LA | 70806 | 720637496 | Government Entity | $40,000 | Grant for flood relief. | |
| Eastern Florida State College | ||||||||
| 1519 Clearlake Road | Cocoa | FL | 32922 | 590920675 | 501(c)(3) | $248,765 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| El Camino College | ||||||||
| Community Education Department | Torrance | CA | 90506 | 956001060 | 501(c)(3) | $37,898 | Grant to support AARP Foundation's Work For Yourself @50+ program. | 16007 Crenshaw Blvd |
| Elgin Community College | ||||||||
| 1700 Spartan Drive | Elgin | IL | 60123 | 362600170 | 501(c)(3) | $32,354 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| FDN Community Servings | ||||||||
| 18 Marbury Terrace | Jamaica Plain | MA | 02130 | 223154028 | 501(c)(3) | $99,592 | Grant to support AARP Foundation's Hunger program. | |
| Feeding Children Everywhere Inc DBA US Hunger | ||||||||
| 830 South Ronald Reagan Blvd Unit | Longwood | FL | 32750 | 273274349 | 501(c)(3) | $250,000 | Support for AARP Foundation's Hunger program. | 142 |
| Film Collaborative | ||||||||
| 3405 Cazador Street | Los Angeles | CA | 90065 | 320295081 | 501(c)(3) | $75,000 | Donation to support AARP Foundation's intergenerational volunteer programs. | |
| Florida Institute of Technology | ||||||||
| 150 W University Blvd | Melbourne | FL | 32901 | 596046500 | 501(c)(3) | $38,000 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Food Bank of Central and Eastern North Caorlina | ||||||||
| 1924 Capital Blvd | Raleigh | NC | 27604 | 561283426 | 501(c)(3) | $15,000 | Grant for Hurricane Matthew relief. | |
| Albemarle Food Bank Food Pantry Inc | ||||||||
| 109 Tidewater Way | Elizabeth City | NC | 27909 | 561341658 | 501(c)(3) | $15,000 | Grant for Hurricane Matthew relief. | |
| Generations Incorporated | ||||||||
| 25 Kingston St 4th Floor | Boston | MA | 02111 | 043227007 | 501(c)(3) | $563,681 | Grant to support AARP Foundation's Experience Corps program. | |
| Generations United | ||||||||
| 25 E Street NW | Washington | DC | 20001 | 311542973 | 501(c)(3) | $35,000 | Grant to support AARP Foundation's Experience Corps program. | |
| Greater Baton Rouge Food Bank | ||||||||
| 106000 South Choctaw Drive | Baton Rouge | LA | 70815 | 721065318 | 501(c)(3) | $50,000 | Grant for flood relief. | |
| Greater Cleveland Volunteers | ||||||||
| 400 Oyster Point Blvd Suite 501 | San Francisco | CA | 94080 | 341356768 | 501(c)(3) | $81,432 | Grant to support AARP Foundation's Experience Corps program. | |
| Habitat for Humanity of Louisiana State Support Organization Inc | ||||||||
| 5800 One Perkins Place Suite 7B | Baton Rouge | LA | 70808 | 203420425 | 501(c)(3) | $150,000 | Grant for flood relief. | |
| Harvard University | ||||||||
| 79 John F Kennedy Street | Cambridge | MA | 02138 | 042103580 | 501(c)(3) | $10,000 | Grant to support AARP Foundation's Housing program. | |
| Home Works of America Inc | ||||||||
| 3823 W Beltline Blvd | Columbia | SC | 29204 | 562027026 | 501(c)(3) | $25,000 | Grant for Hurricane Matthew Relief. | |
| Hope Ministries of Baton Rouge | ||||||||
| 4643 Winbourne Avenue | Baton Rouge | LA | 70805 | 721245521 | 501(c)(3) | $25,000 | Grant for flood relief. | |
| Horry Council on Aging | ||||||||
| 2214 North Main Street | Conway | SC | 29526 | 570620852 | 501(c)(3) | $25,000 | Grant for Hurricane Matthew Relief. | |
| Iowa Center for Economic Success | ||||||||
| 8345 University Blvd Suite F | Clive | IA | 50325 | 201037604 | 501(c)(3) | $38,000 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Jefferson State Community College | ||||||||
| 2601 Carson Road | Birmingham | AL | 35215 | 630501357 | 501(c)(3) | $110,443 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Jewish Family and Career Services of Louisville Inc | ||||||||
| 2821 Klempner Way | Louisville | KY | 40205 | 610444704 | 501(c)(3) | $25,920 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Johns Hopkins University | ||||||||
| 525 N Wolfe Street | Baltimore | MD | 21205 | 520595110 | 501(c)(3) | $60,000 | Grant to support AARP Foundation's Housing program. | |
| Strong Food LA Kitchen | ||||||||
| 230 W Avenue 26 | Los Angeles | CA | 90031 | 461639779 | 501(c)(3) | $88,179 | Grant to support AARP Foundation's Hunger program. | |
| Lee Memorial Health System FDN | ||||||||
| 16451 Health Park Commons 200 | Fort Myers | FL | 33908 | 650645343 | 501(c)(3) | $509,550 | Grant to support AARP Foundation's Hunger program. | |
| Legal Aid of North Carolina Inc | ||||||||
| 224 S Dawson St | Raleigh | NC | 276011306 | 311784161 | 501(c)(3) | $30,000 | Grant for Hurricane Matthew Relief. | |
| Livingston Council on Aging | ||||||||
| 949 Government St | Denham Springs | LA | 70726 | 720737827 | Government Entity | $40,000 | Grant for Flood Relief. | |
| Louisiana Association of United Ways | ||||||||
| PO Box 3416 | Baton Rouge | LA | 70821 | 204586416 | 501(c)(3) | $150,000 | Grant for Flood Relief. | |
| MAP for Nonprofits | ||||||||
| 2314 University Avenue W Suite 28 | St Paul | MN | 55114 | 411479097 | 501(c)(3) | $251,250 | Grant to support AARP Foundation's Experience Corps program. | |
| Meals on Wheels Association of America | ||||||||
| 1550 Crystal Drive Suite 1004 | Arlington | VA | 22202 | 237447812 | 501(c)(3) | $40,402 | Sponsorship of Annual Conference and Expo SNAP enrollment grant. | |
| Memphis Tilth | ||||||||
| 575 Suzette | Memphis | TN | 38126 | 810733686 | $6,891 | Grant to support AARP Foundation's Hunger program. | ||
| Metropolitan Family Service | ||||||||
| 230 NE 2nd Avenue 2 | Hillsboro | OR | 97124 | 930397825 | 501(c)(3) | $116,450 | Grant to support AARP Foundation's Experience Corps program. | |
| Motion Picture & Television Fund | ||||||||
| 23388 Mulholland Drive 220 | Woodland Hills | CA | 91364 | 951652916 | 501(c)(3) | $200,000 | Grant to support AARP Foundation's Isolation program. | |
| National Able Networks | ||||||||
| 567 W Lake Street Suite 1150 | Chicago | IL | 60661 | 237339397 | 501(c)(3) | $95,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| National Academy of Elder Law Attorneys | ||||||||
| 1577 Spring Hill Road Suite 310 | Vienna | VA | 22182 | 860620517 | 501(c)(3) | $10,000 | Jerry Florence Scholarship. | |
| National Academy of Sciences | ||||||||
| 500 5th St NW Room 740 | Washington | DC | 20036 | 530196932 | 501(c)(3) | $25,000 | Grant to support AARP Foundation's Hunger program. | |
| National Consumer Voice for Quality Long Term Care | ||||||||
| 1001 Connecticut Ave NW | Washington | DC | 20036 | 521122531 | 501(c)(3) | $10,000 | Sponsorship of Quality Long Term Care's annual conference. | |
| National Health Law Program | ||||||||
| 3701 Wilshire Blvd 750 | Los Angeles | CA | 90010 | 953080947 | 501(c)(3) | $20,000 | Sponsorship of the National Health & Law Program's conferences. | |
| Northeast Florida Area Agency on Aging | ||||||||
| 10688 Old St Augustine Rd | Jacksonville | FL | 32257 | 591569867 | 501(c)(3) | $25,000 | Grant for Hurricane Matthew Relief. | |
| Nourish Knoxsville Inc | ||||||||
| PO Box 2422 | Knoxville | TN | 37901 | 462030131 | 501(c)(3) | $5,077 | Grant to support AARP Foundation's Hunger program. | |
| Outreach Inc | ||||||||
| 301 Center Street | Union | IA | 50258 | 200636360 | 501(c)(3) | $396,792 | Support for adults 50+ in need of food assistance. | |
| PIMA Community College | ||||||||
| 4905 East Broadway Suite 113 | Tucson | AZ | 857094905 | 860208787 | 501(c)(3) | $167,000 | Grant to support AARP Foundation's Back to Work 50+ program | |
| Read to Succeed Buffalo Inc | ||||||||
| 392 Pearl Street | Buffalo | NY | 14202 | 263606661 | 501(c)(3) | $46,897 | Grant to support AARP Foundation's Experience Corps program. | |
| Rebuilding Together Baton Rouge Inc | ||||||||
| PO Box 1109 | Baton Rouge | LA | 70892 | 201459780 | 501(c)(3) | $25,000 | Grant for Flood Relief. | |
| Rhode Island Public Health Insititute | ||||||||
| 1212 South Main Street Box G-S121-8 | Providence | RI | 02912 | 050474726 | 501(c)(3) | $750,000 | Grant to support AARP Foundation's Hunger program. | G-S121-8 |
| Root Cause Coalition | ||||||||
| 1120 G Street NW Suite 1000 | Washington | DC | 20005 | 475126498 | 501(c)(3) | $125,000 | Grant to support AARP Foundation's Hunger program. | |
| Rutherford County Farmer's Market | ||||||||
| Rutherford Cty Ttee Rm 102 Public | Murfreesboro | TN | 37130 | 626017922 | $6,091 | Donation to support AARP Foundation's Hunger program. | Square CH | |
| Sacramento Chinese Community Services | ||||||||
| 420 I ST 5 | Sacramento | CA | 95814 | 942581434 | 501(c)(3) | $53,950 | Grant to support AARP Foundation's Experience Corps program. | |
| Sacramento Employment & Training Agency | ||||||||
| 925 Del Paso Blvd | Sacramento | CA | 95815 | 946000529 | Government Agency | $120,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Salvation Army | ||||||||
| 1424 Northeast Expressway | Brookhaven | GA | 30329 | 580660607 | 501(c)(3) | $250,000 | Grant for flood relief. | |
| San Francisco Gen Hospital | ||||||||
| 2789 25th St 2028 | San Francisco | CA | 94110 | 943189424 | 501(c)(3) | $400,000 | Grant to support AARP Foundation's Hunger program. | |
| San Juan College Retiree Health Trust | ||||||||
| 4601 College Blvd | Farmington | NM | 87402 | 850295969 | 501(c)(9) | $27,605 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Santa Fe College | ||||||||
| 3000 NW 83rd St Bldg R Rm 211D | Gainesville | FL | 32606 | 591207627 | 501(c)(3) | $155,026 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Santa Fe Community College | ||||||||
| 6401 Richards Ave | Santa Fe | NM | 87508 | 850311615 | 501(c)(3) | $61,355 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Second Harvest Food Bank of Greater New Orleans and Acadiana | ||||||||
| 700 Edwards Avenue | New Orleans | LA | 70123 | 720956468 | 501(c)(3) | $50,000 | Grant for flood relief. | |
| South Arkansas Community College | ||||||||
| PO Box 7010 300 SW Ave | El Dorado | AR | 717217010 | 710718948 | 501(c)(3) | $31,273 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Southeast Community Capital Corporation | ||||||||
| 201 Venture Circle | Nashville | TN | 37228 | 621823596 | 501(c)(3) | $19,000 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Southeast Louisiana Legal Services Corporation | ||||||||
| 1010 Common St Suite 1400A | New Orleans | LA | 70119 | 720877422 | 501(c)(3) | $50,000 | Grant for flood relief. | |
| St Bernard Project Inc | ||||||||
| 2645 Toulouse Street | New Orleans | LA | 70119 | 262189665 | 501(c)(3) | $25,000 | Grant for Flood Relief. | |
| State of Tennessee Dept HHS | ||||||||
| Citizens Plaza Building 400 | Nashville | TN | 372431403 | 626001445 | Government Entity | $8,170 | Grant to support AARP Foundation's Hunger program. | Deaderick Street |
| Store to Door | ||||||||
| 1935 County Road B2 W Suite 250 | Roseville | MN | 55113 | 411433859 | 501(c)(3) | $130,000 | Grant to support AARP Foundation's Hunger program. | |
| Tarrant Community College | ||||||||
| 1500 Houston Street | Fort Worth | TX | 76102 | 751217163 | 501(c)(3) | $19,188 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Top Box Grant | ||||||||
| 202A Merchandise Mart Plaza | Chicago | IL | 60654 | 453930886 | 501(c)(3) | $225,000 | Grant to support AARP Foundation's Hunger program. | |
| Tri County Tech College | ||||||||
| PO Box 587 | Pendleton | SC | 29670 | 570734955 | 501(c)(3) | $88,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| United Way California Capital Region | ||||||||
| 10389 Old Placerville Rd | Sacramento | CA | 95827 | 941225382 | 501(c)(3) | $75,658 | Grant to support AARP Foundation's Experience Corps program. | |
| United Way of Central Georgia Inc | ||||||||
| 277 Martin Luther King Jr Blvd | Macon | GA | 312021302 | 580639811 | 501(c)(3) | $40,703 | Grant to support AARP Foundation's Experience Corps program. | Suite 301 |
| United Way of North Carolina | ||||||||
| 875 Walnut Street Suite 150 | Cary | NC | 27511 | 560564547 | 501(c)(3) | $125,000 | Grant for Hurricane Matthew Relief. | |
| University of Washington | ||||||||
| 1144 Communications Building | Seattle | WA | 98195 | 916001537 | 501(c)(3) | $750,000 | Grant to support AARP Foundation's Isolation program. | |
| University of Maine System | ||||||||
| 331 Water Street | Augusta | ME | 04330 | 016000769 | Government Entity | $38,000 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| University of Miami | ||||||||
| 1320 S Dixie Highway Gables One | Coral Gables | FL | 33146 | 590624458 | 501(c)(3) | $14,362 | Donation to support AARP Foundation's Housing program. | Tower Suite 150 |
| Uplift Solutions Inc | ||||||||
| 700 Delsea Drive | Westville | NJ | 08093 | 943471934 | 501(c)(3) | $75,000 | Grant to support AARP Foundation's Hunger program. | |
| Volunteers of America Minnesota | ||||||||
| 7625 Metro Blvd | Minneapolis | MN | 55439 | 411554078 | 501(c)(3) | $96,032 | Grant to support AARP Foundation's Experience Corps program. | |
| Washington Area Community Investment | ||||||||
| 2012 Rhode Island Ave NE | Washington | DC | 20018 | 541442466 | 501(c)(3) | $36,624 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Wisconsin Womens Business Initiative Corporation | ||||||||
| 1553 N River Center Drive | Milwaukee | WI | 53212 | 391597954 | 501(c)(3) | $38,000 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Womens Opportunities Resource Center | ||||||||
| 2010 Chestnut Street | Philadelphia | PA | 19103 | 232741508 | 501(c)(3) | $38,000 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Workforce Connections | ||||||||
| 6330 W Charleston Blvd Suite 150 | Las Vegas | NV | 89146 | 880467645 | 501(c)(3) | $120,000 | Grant to support AARP Foundation Back to Work 50+ program. | |
| Youth Co-op Amend | ||||||||
| 3525 NW 7 Street | Miami | FL | 33125 | 237320351 | 501(c)(3) | $400,000 | Grant to support AARP Foundation Back to Work 50+ program. | |
| YMCA of San Francisco and Marin | ||||||||
| 940 Powell Street | San Francisco | CA | 94108 | 940997420 | 501(c)(3) | $38,000 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Area Agency on Aging of Central Florida dba Senior Resource Alliance | ||||||||
| 988 Woodcock Rd Suite 200 | Orlando | FL | 32803 | 593144723 | 501(c)(3) | $25,000 | Grant for Hurricane Matthew Relief. | |
| Together Baton Rouge | ||||||||
| 2019 Government Street | Baton Rouge | LA | 70806 | 800581861 | 501(c)(3) | $30,000 | Grant for flood relief. | |
| DC Central Kitchen - The Campus Kitchens Project Inc | ||||||||
| 19 I Street NW | Washington | DC | 20001 | 521584936 | 501(c)(3) | $563,436 | Grant to support AARP Foundation's Hunger Program. | |
| Central Plains Foundation Inc | ||||||||
| 33560 Hwy 183 | Miller | NE | 68858 | 470764457 | 501(c)(3) | $32,500 | Grant to support AARP Foundation's Work For Yourself @50+ program. | |
| Helpage USA | ||||||||
| 1730 M Street NW Suite 1000 | Washington | DC | 20036 | 431750256 | 501(c)(3) | $225,000 | Grant for Hurricane Matthew Relief. | |
| Habitat for Humanity International Inc | ||||||||
| 121 Habitat Street | Americus | GA | 31709 | 911914868 | 501(c)(3) | $254,550 | Grant for Hurricane Matthew Relief & The Aging in Place Initiative. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 110 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a) | 13000 | $58,264,415 |
| Experience Corps Mentoring & Tutoring Stipends | 1303 | $575,425 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | AARP Foundation has written grant agreements in place with financial and programmatic reporting requirements. The reports are reviewed and final payments are not made until all work has been completed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA ANN O'CONNOR | ||||||||||||||
| BOARD MEMBER until 6/3/16 | $0 | $10,842 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,842 | $0 | $0 |
| LISA MARSH RYERSON | ||||||||||||||
| PRESIDENT | $314,951 | $0 | $78,816 | $0 | $2,178 | $0 | $10,577 | $41,738 | $19,639 | $0 | $426,161 | $41,738 | $0 | $0 |
| PATRICIA D SHANNON | ||||||||||||||
| CFO & SENIOR VICE PRESIDENT | $277,111 | $0 | $58,934 | $0 | $1,959 | $0 | $10,600 | $41,738 | $11,557 | $0 | $360,161 | $41,738 | $0 | $0 |
| DAVID WHITEHEAD | ||||||||||||||
| SVP & CHIEF DEVELOPMENT OFFICER | $261,905 | $9,098 | $54,834 | $0 | $2,056 | $0 | $10,600 | $41,738 | $20,293 | $0 | $349,688 | $50,836 | $0 | $0 |
| WILLIAM A RIVERA | ||||||||||||||
| SENIOR VICE PRESIDENT OF LITIGATION | $225,000 | $0 | $0 | $0 | $518 | $0 | $8,308 | $35,438 | $1,312 | $0 | $235,138 | $35,438 | $0 | $0 |
| EMILY S ALLEN | ||||||||||||||
| VP - INCOME PROGRAM | $206,077 | $0 | $52,582 | $0 | $1,447 | $0 | $10,346 | $40,739 | $12,317 | $0 | $282,769 | $40,739 | $0 | $0 |
| COREY HASTINGS | ||||||||||||||
| VP - SCSEP | $181,565 | $0 | $38,509 | $0 | $348 | $0 | $8,803 | $34,662 | $13,902 | $0 | $243,127 | $34,662 | $0 | $0 |
| KEANNE C HENRY | ||||||||||||||
| VP EXPERIENCE CORPS | $181,832 | $0 | $36,028 | $0 | $1,075 | $0 | $3,051 | $34,313 | $5,571 | $0 | $227,557 | $34,313 | $0 | $0 |
| BARBARA JONES | ||||||||||||||
| SENIOR ATTORNEY | $183,790 | $1,016 | $26,206 | $0 | $1,822 | $0 | $7,585 | $33,234 | $12,218 | $0 | $231,621 | $34,250 | $0 | $0 |
| LAURIE A MCCANN | ||||||||||||||
| SENIOR ATTORNEY | $182,422 | $7,123 | $30,795 | $0 | $1,406 | $0 | $8,814 | $34,704 | $19,909 | $0 | $243,346 | $41,827 | $0 | $0 |
| LESTER F STRONG | ||||||||||||||
| PRINCIPAL GIFT OFFICER | $222,249 | $0 | $44,301 | $0 | $4,321 | $0 | $10,219 | $41,738 | $16,791 | $0 | $297,881 | $41,738 | $0 | $0 |
| STEPHEN VENUTE | ||||||||||||||
| VP - CORP & FOUNDATION RELATIONS | $189,061 | $2,393 | $43,439 | $0 | $1,223 | $0 | $6,217 | $36,996 | $6,531 | $0 | $246,471 | $39,389 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | All non-employee officers and directors for AARP Foundation serve on a volunteer basis and are not compensated for their generous commitment to AARP Foundation. The officers, directors, and key employees are reimbursed by AARP Foundation for travel and subsistence costs incurred in carrying out their duties. In addition, all non-employee officers and directors are reimbursed for travel and subsistence costs incurred for spouses/companions accompanying them to Foundation functions. All spouse/companion travel reimbursements, including tax gross-up payments, are treated as taxable income and Form 1099-MISC are issued as required by law. Board members L. Johnson, Daly, Lane, Georges, Pratt, O'Connor 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, Cutler, Ulsh, Edmond and Daw sat only on the AARP Foundation board and AARP Foundation pays all spouse/companion travel expenses. |
| Part I, Line 5 | AARP Foundation participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, of which gross revenues is one. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | District of Columbia | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 254839H48 | CUSIPNum |
| Bond Issued | 2004-10-21 | BondIssuedDt |
| Issue Price | $25,000,000 | IssuePriceAmt |
| Purpose | Purchase of office space | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $25,000,000 | TotalProceedsAmt |
| Capital Expenditures | $23,688,767 | CapitalExpendituresAmt |
| Other Spent Proceeds | $1,311,233 | OtherSpentProceedsAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00400 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00400 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | Amendments to the Foundation Bylaws were approved at AARP Foundation's board meeting on August 10, 2016. The amendments clarify how many directors may serve on the Foundation Board, both affiliated with AARP and unaffiliated, and ensure that the unaffiliated directors shall constitute a simple majority, except in circumstances when a temporary vacancy exists. These were then approved by the AARP Board of Directors on September 29, 2016. |
| Form 990, Part VI, Section A, line 7a | The AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. Up to four of the AARP Foundation Board members may be current AARP Board members. The remaining board members shall be unaffiliated with AARP. |
| Form 990, Part VI, Section A, line 7b | The AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. Up to four of the AARP Foundation Board members may be current AARP Board members. The remaining board members shall be unaffiliated with AARP. An AARP Foundation Board member may be removed, with or without cause, by formal action of the AARP Foundation Board of Directors, designating a successor. The AARP Foundation Bylaws provide that no amendments to the Bylaws adopted by the Foundation may take effect until approved by the AARP Board of Directors. |
| Form 990, Part VI, Section B, line 11b | The Form 990 for AARP Foundation ("Foundation") is prepared by an outside consultant and reviewed by AARP Foundation's CFO and President and other internal reviewers. The Form 990 is then provided to the AARP Foundation Board of Directors. Once all reviews are complete, the return is electronically filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | Annually, all board members and employees (including officers) are required to review the Code of Conduct, formally acknowledge their understanding of the Code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors), and the Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed. |
| Form 990, Part VI, Section B, line 15 | Through its shared services agreement with AARP, AARP Foundation participates in AARP's enterprise-wide compensation reviews. AARP has a competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape in which AARP and its affiliates compete for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third party compensation consulting firm, internal criteria, and an individual's actual performance and contribution. Internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive award programs. This process applies to all employees of the Foundation including the President, CFO, and key employees. Based on the process described above, the AARP Foundation Board Chair approves adjustments to the President's compensation package. |
| Form 990, Part VI, Section C, line 18 | AARP Foundation makes its Form 990 available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO. |
| Form 990, Part VI, Section C, line 19 | AARP Foundation makes its audited financial statements available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO. |
| Part VII, Sec. A, Officers, Key Employees and Highest Compensated Employees | AARP Foundation has a standard 40 hour work week and are the average hours disclosed on Form 990. Officers, key employees, and highest compensated employees often work in excess of that amount. |
| Part VII, Sec. B, Independent Contractors | AARP 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. |
| Form 990, Part XI, line 9: | Rounding adjustment 1. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AARP | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | Social welfare organization dedicated to persons over age 50 | DC | 501(c)(4) | N/A | N/A | 0 | |
| AARP Institute | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 520788950 | Supporting org of AARP Fdn holding certain charitable gift annuity funds | DC | 501(c)(3) | 509(a)(3) | Yes (1) | AARP Foundation | |
| Legal Counsel for the Elderly | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 521194741 | Public charity providing legal assistance/education to DC elderly residents | DC | 501(c)(3) | 509(a)(1) | 0 | AARP | |
| Experience Corps | |||||||||||
| 2120 L Street NW | Washington | DC | 20049 | 263698436 | Engages adults aged 50+ as tutors & mentors for school children nationwide | DC | 501(c)(3) | 509(a)(1) | 0 | AARP Foundation | |
| AARP Insurance Plan | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 526069387 | Grantor trust holding certain AARP group health insurance policies | DC | 501(c)(4) | N/A | 0 | AARP | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|
| AARP Financial Services Corporation | ||||||||||
| 601 E Street NW | Washington | DC | 20049 | 521367607 | Real Estate Holding Company | DE | AARP | C | 0 | |
| AARP Services Inc | ||||||||||
| 601 E Street NW | Washington | DC | 20004 | 522141065 | Quality Control and Research | DE | AARP | C | 0 | |
| The H Wayne and Anne D Barbetti Charitable Remainder Unitrust | ||||||||||
| 5011 Haven Avenue | Ocean City | NJ | 08226 | 206379297 | Charitable Remainder Trust | NJ | T | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (16 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP Inc - Bond standby agreement | ||
| E | $25,000,000 | In the event of default |
| AARP Inc - Cash contributions and endowment | ||
| C | $135,757,687 | Cash paid |
| AARP Inc - Grant awards to AARP for performance of charitable activities | ||
| B | $4,297,664 | Grant agreements |
| AARP Inc - In-kind advertising | ||
| M | $6,339,130 | Publication space market value |
| AARP Inc - In-kind rent | ||
| M | $4,551 | Costs incurred |
| AARP Inc - In-kind shared services | ||
| M | $23,530,623 | Allocable cost |
| AARP Inc - Mailing lists | ||
| N | $0 | See supplemental information |
| AARP Inc - Maintenance & telephone | ||
| P | $752,565 | Costs incurred |
| AARP Inc - Shared employee salary | ||
| P | $712 | Actual salary for time reported |
| AARP Inc - Shared employee salary | ||
| Q | $272,704 | Actual salary for time reported |
| AARP Inc - 25k Annual fee line of credit | ||
| R | $25,000 | Cash paid |
| AARP Institute - In-kind shared services | ||
| L | $22,824 | Allocable cost |
| AARP Services Inc - Cash contributions | ||
| C | $20,500 | Cash paid |
| AARP Services Inc - Sponsorship | ||
| M | $15,000 | Cash paid |
| Andrus Insurance Fund Inc - Workers' comp & other insurance | ||
| R | $2,088,680 | Premiums paid |
| Experience Corps | ||
| C | $886,840 | Cash paid |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 2(a)(6) | FormAndLineReferenceDesc |
| Explanation | AARP Foundation and AARP, its parent organization, share mailing lists. AARP does not rent its mailing list to other organizations, so a fair market value of the benefit to the Foundation has not been established. The AARP list is much larger and thus presumably more valuable than the Foundation list. Moreover, the vast majority of names on the AARP Foundation list are already on the AARP list, as they are also AARP members. | ExplanationTxt |
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