2016-08-29T13:00:36-05:00 2015-12-31 990 2015-01-01 951985500 AARP AARP 2024343243 601 E Street NW c/o Tax Dept Washington DC 20049 Scott M Frisch EVP & COO 2024347578 2016-08-29 2015 2016-12-15 16:53:06Z Scott M Frisch 601 E Street NW Washington DC 20049 34148719502 0 X www.aarp.org X 1958 DC AARP is a nonprofit, nonpartisan organization dedicated to enhancing the quality of life for... all as we age. AARP champions positive social change and delivers value through advocacy, information, and service. AARP's vision is a society in which everyone lives with dignity and purpose, and fulfills their goals and dreams. 21 21 2038 16669 172295051 4851344 323609282 322267320 181576151 195563176 91939157 110179216 801880178 897128685 1399004768 1525138397 22779565 33965236 0 0 342903101 331093884 682212 559812 6009418 948134238 952335390 1314499116 1317954322 84505652 207184075 2330580646 2354580583 1288943708 1207643852 1041636938 1146936731 X AARP is a nonprofit, nonpartisan organization dedicated to enhancing the quality of life for all as we age. AARP champions positive social change and delivers value through advocacy, information, and service. AARP's vision is a society in which everyone lives with dignity and purpose, and fulfills their goals and dreams. 0 0 385543749 11167783 22857434 Community Engagement, Education, and Outreach provides programs, services, tools, information, and advocacy that advance the mission of AARP by helping to fulfill the wants and needs of people age 50+ and their families. AARP's 53 state and territorial offices offer needed assistance, information, and support to 50+ Americans at the state and local levels. This includes a wide range of community-based activities that engage the diverse 50+ population and their families, such as educational programs, health fairs, career expos, and volunteer opportunities. An important element of our state and local work is grassroots advocacy on state and local legislative and regulatory issues, including utility rates, caregiving, and work and save programs.AARP also advances our policy agenda at the national level through advocacy that proactively addresses issues important to people 50+, including caregiving, health, saving and planning, Social Security, and age-based discrimination. Underlying our policy agenda is the in-depth research conducted by AARP, which also provides a foundation for our program development and for the information we provide on key issues affecting 50+ Americans, including, in addition to those listed above, livable communities, work and careers, and more. To help people live purposeful and fulfilling lives, AARP offers Life Reimagined, a digital and live service that helps people reflect, evaluate priorities, and define next steps in work, relationships, and well-being. AARP offers training and education programs that help people 50+ improve their lives, such as AARP Driver Safety courses, technology education through the AARP TEK program, and local workshops and activities on matters such as preventing fraud.AARP also facilitates the participation of 50+ Americans in bringing about positive social change in America. Initiatives include Create the Good, which connects individuals to a network of people, tools, and time-flexible volunteer opportunities; Andrus Awards for Community Service, which recognize people who have made a difference in their communities in ways that support AARP's mission, vision, and direction; and the work of AARP Chapters, which engage members in community service and fellowship. 360363409 171846 95108 Publications and CommunicationsAARP is a unique source of information through multiple communication channels on topics of interest to people 50+ and their families. AARP publishes "AARP The Magazine," the world's largest circulation magazine, every other month. "AARP The Magazine" includes the key areas of health, personal finance, work/life transitions, and personal enrichment. AARP also publishes 10 issues of "AARP Bulletin," which reports on such issues as Social Security, Medicare, and topics related to work, saving money, retirement, pensions, health, and quality of life. "AARP The Magazine and "AARP Bulletin," provided to all AARP member households, are also available online to the public.AARP also communicates with members and non-members through its award-winning website, mobile apps, broadcast studio productions, social media, and various other platforms to provide information that is engaging, informative, and useful and to ensure that positive images of aging are reflected in society. 189891047 17000 0 Member Engagement is dedicated to ensuring that AARP provides a valuable member experience to members and that a relevant portfolio of information, programs, benefits, and services is readily available to all members. Members have the opportunity to receive customized information in the manner most useful to them. Assistance for members is available through a contact center reachable by phone or online, which also provides assistance to non-members who contact us. 160527004 8606 0 Member Acquisition's work is based on the recognition that members are an essential part of AARP's ability to achieve its mission. Speaking on behalf of its tens of millions of members gives AARP significant power and reach in advocating for social change at the local, state, and national levels. Members also provide grassroots activism, volunteer work, and input into the problems faced by Americans as they age, which helps shape AARP's social change agenda. Member Acquisition seeks to retain current members and provides outreach to potential members, including the many different segments of America's diverse 50+ population. 22600029 22600001 Cash Contributions to Affiliated Charitable Organizations: AARP provides significant support for its charitable affiliates. AARP Foundation provides services for the most vulnerable part of the 50+ population, working to win back opportunity for low-income Americans 50+ with a particular focus on hunger, housing, income, and isolation. Experience Corps, which is part of the AARP Foundation, connects highly trained volunteers age 50 and above with disadvantaged students to tutor literacy. Legal Counsel for the Elderly provides free legal representation for low-income residents of the District of Columbia. In addition to the cash support noted below, AARP provides significant in-kind contributions and services to its charitable affiliates. AARP Foundation and Experience Corps - 19,812,280Legal Counsel for the Elderly - 2,787,749 183127033 22608607 0 1118925238 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 1734 0 1 2038 1 1 1 1 BR DA EZ ID IS KS MY RP PL TH TU 0 0 1 1 0 X 21 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AZ CA X X Scott M Frisch 2024347578 601 E Street NW Washington DC 20049 X Jeannine English President 25.00 0.00 X 40466 0 0 Carol Raphael Board Chair 25.00 0.00 X 5049 0 0 Ronald E Daly Sr Board Vice Chair 15.00 6.00 X 6668 0 0 Joan R Ruff Sec/Treasurer 15.00 0.00 X 6955 0 0 Eric J Schneidewind President-Elect 18.00 0.00 X 2021 0 0 Catherine Alicia Georges Director 10.00 6.00 X 690 0 0 Barbara O'Connor Director 10.00 6.00 X 7060 0 0 John Penn Director 10.00 3.00 X 12016 0 0 Diane Pratt Director 10.00 6.00 X 1565 0 0 Fernando Torres-Gil Director 10.00 0.00 X 0 0 0 Gretchen Dahlen Director 10.00 0.00 X 11464 0 0 Jewell D Hoover Director 10.00 0.00 X 0 0 0 Timothy M Kelly Director 10.00 0.00 X 2700 0 0 Edward A Watson Director 10.00 3.00 X 13831 0 0 Beth Ellard Director 10.00 0.00 X 0 0 0 Annette Franqui Director 10.00 3.00 X 0 0 0 Lloyd Johnson Director 10.00 6.00 X 0 0 0 Doris Koo Director 10.00 6.00 X 0 0 0 Neal Lane Director 10.00 0.00 X 1217 0 0 Janet E Porter Director 10.00 0.00 X 0 0 0 Libby Sartain Director 10.00 0.00 X 823 0 0 Jo Ann Jenkins Chief Executive Officer 40.00 0.00 X 870501 0 102993 Scott Frisch EVP & COO 40.00 0.00 X 516954 0 97889 Robert R Hagans Jr CFO until 3/31/2015 40.00 0.00 X 673602 0 85364 Nancy A LeaMond EVP State and National Gro 40.00 0.00 X 677295 0 75847 Emilio Pardo EVP & Chief Brand Officer 40.00 0.00 X 555005 0 81368 Steven Cone EVP until 3/31/2015 40.00 0.00 X 576802 0 72056 Kevin Donnellan EVP & Chief of Staff 40.00 0.00 X 485289 0 93238 Cynthia Lewin EVP & General Counsel 40.00 0.00 X 462293 0 98900 Nancy Smith EVP & Corporate Secretary 40.00 0.00 X 442579 0 80015 Lorraine Cortes-Vazquez EVP until 3/31/2015 40.00 0.00 X 481810 0 79129 Debra Whitman EVP Policy & International 40.00 0.00 X 423231 0 95461 Terry Bradwell EVP Chief Information Offi 40.00 1.00 X 410373 0 84835 Harroll Backus EVP States until 3/31/2015 40.00 1.00 X 489387 0 50908 Martha Boudreau EVP & Chief Comm & Mktg Of 40.00 0.00 X 456336 0 100029 Lucy Theilheimer SVP - Org & Mgmt Effectiveness 40.00 0.00 X 492411 0 63828 Mary Reeves Morgan VP - Bus Qual & Process Improvement 40.00 0.00 X 478491 0 74998 Nileeni Meegama VP - MME Plan, Ops & Perform Mgmt 40.00 0.00 X 439384 0 58382 Mary Ann Riesenberg Chief Compliance Officer 40.00 0.00 X 439803 0 45528 Mary Cheryl Matheis Sr Principal & Counsel- Ext Affairs 40.00 0.00 X 449743 0 57271 Gail E Aldrich Former Board Chair 0.00 0.00 X 11273 0 0 Addison B Rand Former CEO 0.00 0.00 X 233280 0 0 10178367 0 1498039 1119 1 1 0 Mediacom Worldwide Inc 498 7th Avenue New York NY 10018 Media Agency 93185244 RR Donnelley 111 South Wacker Drive Chicago IL 60606 Printing Services 85672872 GMMB Inc 3050 K Street NW Ste 100 Washington DC 20007 Advertising Firm 17943823 HCL America Inc 330 Potrero Avenue Sunnyvale CA 94085 Consulting & IT Services 16116577 Merkle Inc 8400 Corporate Drive Lanham MD 20785 Marketing Agency 14962670 572 295179945 5105055 202972 21779348 322267320 Advertising Revenue 541800 142835074 142835074 Digital Revenue 900099 29275263 47108 29228155 Driver's Safety Program 900099 8501707 8501707 DTEH Sponsorship 900099 5000000 5000000 Broadcast Studio Revenue 900099 517903 517903 9433229 9403727 29502 195563176 55616827 55616827 838640664 838640664 3135309 3135309 0 32675008185 32619959064 486732 55049121 -486732 54562389 54562389 Partnership Gains/Losses 900099 53930548 -315583 54246131 Miscellaneous Income 900099 3096453 3096453 Captive Insurance Premiums 900099 1461020 1461020 58488021 1525138397 22952542 172295051 1007623484 X 33888336 33888336 76900 76900 8832010 4214661 4617349 212063574 144270547 67500379 292648 72244600 50275792 21878461 90347 24756955 14770949 9957486 28520 13196745 8843695 4335878 17172 477474 45333 432141 657076 30874 626202 697286 697286 559812 559812 7403060 7403060 184774033 164317544 20418802 37687 264994709 262522407 2352366 119936 2698667 1416243 1282394 30 74825993 32698791 41610446 516756 18885896 21528429 -2642533 11372639 9892352 1478551 1736 14848526 13737940 1110586 8852941 8852941 46792452 10460456 36331996 4379759 4379759 Printing & Postage 243881511 239422722 802047 3656742 Temporary Labor 14602693 9251160 5335533 16000 Taxes & Licenses 12725004 1068543 11656461 Research, Surveys, & Te 12680086 12132317 547769 26785585 84059247 -57945694 672032 1317954322 1118925238 193019666 6009418 X 9026860 5716151 0 3310709 65976178 132745957 54481865 9890942 93759609 79818735 52609933 46107513 568531699 300702297 253284704 267829402 1793976516 1801829146 3000000 3000000 862917 810086 12628924 12548802 2330580646 2354580583 153136346 122067690 249315162 257859494 174194964 174222039 712297236 653494629 1288943708 1207643852 X 1041636938 1146936731 1041636938 1146936731 2330580646 2354580583 X 207184075 -183081332 81197050 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 103057 103057 0 103057 1 1 0 0 Part I-A, Line 1: AARP obtains responses from candidates running for political office at the federal, state, and local levels on issues that impact voters 50+. AARP then publishes (either in AARP The Magazine, voter guides mailed to members or distributed at AARP events or on AARP.org) the responses provided by the candidate's campaign alongside AARP's position on the issues. In 2015 AARP created non-partisan video voter guides for 3 state elections. AARP is non-partisan and does not contribute any monies directly to candidates or political parties. 46486264 46486264 182780050 84508967 98271083 40741106 24021982 16719124 298524279 192171348 106352931 267829402 Post retirement benefits 92570342 Deferred membership dues 288571711 IBNR reserve 5503229 Pension liability 266849347 653494629 X Part X, Line 2: AARP does not believe that there are any unrecognized tax benefits/liabilities that should be recorded. 1 North America 0 0 Program Services Sponsorship of Toronto International Film Festival 46846 Europe (Including Iceland & Greenland) 0 0 Program Services General Support 30054 0 0 0 0 0 0 76900 0 76900 Europe General Support 30054 North America Sponsorship of the Annual Toronto International Film Festival 46846 2 1 0 1 1 1 0 Schedule F, Part IV, Questions 1 and 3 - 5 Question 1: AARP invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign corporations. AARP will file other IRS forms in connection with such investments as necessary. Question 3: AARP invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign corporations. AARP will file other IRS forms in connection with such investments as necessary. Question 4: AARP invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, passive foreign investment companies. AARP will file other IRS forms in connection with such investments as necessary. Question 5: AARP invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign partnerships. AARP will file other IRS forms in connection with such investments as necessary. X X X X X 1 Chapman Cubine Adams Hussey & Associates 1600 Wilson Blvd Ste 300 Arlington VA 22209 Direct mail and communications 0 0 597089 -597089 M&R Strategic Services 2120 L Street NW Washington DC 20037 Creative on-line marketing services 0 0 84000 -84000 681089 -681089 AK AL AR CA CO CT DC FL GA IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV Schedule G, Part I, Line 2b, Column (v) All fundraisers listed above do not raise funds directly for AARP, but provide counsel, services, and support to AARP's internal development office. Schedule G, Part I, Line 2b, column IV Chapman Cubine Adams Hussey & Associates: Professional fees $ 475,812 Advertising costs 119,915 Miscellaneous costs 1,362 Total payments reported on Schedule G $597,089 M&R Strategic Services, Inc.: Professional fees $ 84,000 Total payments reported on Schedule G $ 84,000 1 AARP Foundation 601 E Street NW Washington DC 20049 520794300 501(c)(3) 19270001 General support AARP Experience Corps 601 E Street NW Washington DC 20049 263698436 501(c)(3) 542251 General support Legal Counsel for the Elderly 601 E Street NW Washington DC 20049 521194741 501(c)(3) 2789749 General support Board of Incorporators of the AME Church (dba Women's Missionary Society) 1134 11th Street NW Washington DC 20001 530204696 501(c)(3) 30000 Sponsor of the 18th Quadrennial Convention in support of AARP's faith-based initiative Alzheimer's Disease and Related Disorders Association 1212 New York Avenue NW Ste 800 Washington DC 20005 133039601 501(c)(3) 75000 General support America's Charities 14150 Newbrook Drive Ste 110 Chantilly VA 20151 541517707 501(c)(3) 651512 Payment to be distributed to numerous charities through AARP's matching gift program Alpha Kappa Alpha Sorority Inc 5656 S Stony Island Ave Chicago IL 60637 362152330 501(c)(7) 25000 Sponsor of the Alpha Kappa Alpha Sorority 2015 Leadership Seminar Alpha Phi Alpha Fraternity 2313 Saint Paul Street Baltimore MD 21218 362105176 501(c)(7) 20000 Sponsor of the 109th Anniversary Convention Asian American Journalist Association 5 Third Street Ste 1108 San Francisco CA 94103 953755203 501(c)(3) 13500 Sponsor of the Annual Convention and Conference America Walks PO Box 10581 Portland OR 97298 043401323 501(c)(3) 10000 Sponsor of the National Walking Summit American Society on Aging Inc 575 Market St Ste 2100 San Francisco CA 94105 942292868 501(c)(3) 50000 Sponsor of the 2015 Aging in America Conference Associated Black Charities Inc 1114 Cathedral Street Baltimore MD 21201 521427774 501(c)(3) 20000 Support for the Restore Baltimore Campaign and 2015 Gala Black Women's Agenda Inc 5335 Wisconsin Ave NW 440 Washington DC 20015 521139558 501(c)(3) 124701 General support Board of Hispanic Caucus Chairs 1001 Congress Ave Ste 100 Austin TX 78701 202075553 501(c)(3) 25000 Sponsor of the 10th Annual Conference, Leadership Summit, and Latina State Legislative Caucus Summit Americas Health Insurance Plans 601 Pennsylvania Ave NW Washington DC 20004 362087641 501(c)(6) 50000 Support for Sustainable Rx Drug Pricing Campaign Americas Second Harvest of Big Bend Inc 4446 Entrepot Blvd Tallahassee FL 32310 592610345 501(c)(3) 6000 General support Arizona Humane Society 1521 W Dobbins Road Phoenix AZ 85041 860135567 501(c)(3) 30000 Sponsor of annual pet adoption event Arizona State University Foundation 555 N Central Ave Ste 500 Phoenix AZ 85004 866051042 501(c)(3) 6000 Sponsor of the Noche de los Diablos Event Ascend Foundation Inc 1200 Wall Street 9th Floor New York NY 10005 651284462 501(c)(3) 10000 General support Citizen's Advocacy Center 1400 16th Street NW Ste 101 Washington DC 20036 521856543 501(c)(3) 10000 Contribution to fund the CAC National Telehealth Conference Asian and Pacific Islander American Vote 831 N Greenbrier Street Arlington VA 22205 030575412 501(c)(3) 10000 General support Aspen Institute One Dupont Circle Ste 700 Washington DC 20036 840399006 501(c)(3) 50000 Support for the Initiative on Financial Security event on State Innovations to Expand Retirement Savings and sponsorship of the 50th Anniversay Medicare/Medicaid Dinner Axela Government Relations LLC 1455 Pennsylvania Ave NW Ste 400 Washington DC 20004 050622326 Corporation 37500 Sponsor of the Ideagen Impact Leader Council Association for the Study of African American Life and History 2225 Georgia Ave NW Ste 331 Washington DC 20059 530219640 501(c)(3) 15000 Sponsor of the 89th Annual Black History Luncheon Congressional Hispanic Caucus Institute 911 2nd Street NE Washington DC 20002 521114225 501(c)(3) 90000 2015 Sponsorship and general support Balm in Gilead Inc 4108 E Parham Road Richmond VA 23223 133696064 501(c)(3) 50000 Sponsor of the Healthy Churches 2020 Health Education for person 50+ Conference Bicycle Alliance of Minnesota 214 Park Avenue Saint Paul MN 55115 411719332 501(c)(3) 16750 General support Boise State University Foundation Inc 2225 University Drive Boise ID 83706 826010706 501(c)(3) 8000 Support for the Idaho Caregiver Alliance Buffalo Soldiers Historical Society Inc PO Box 47945 Jacksonville FL 32247 205976957 501(c)(3) 6000 General support Hispanic Federation Inc 55 Exchange Place 5th Floor New York NY 10005 133573852 501(c)(3) 109500 Sponsor of the Zumbando el el Barrio events and Annual Gala C Luxe Axiom LLC 1218 Germantown Ave Philadelphia PA 19122 461968084 6000 Sponsor of the Hispanic Choice Awards Camden Coalition of Healthcare Providers 800 Cooper Street 7th Floor Camden NJ 08102 320332843 501(c)(3) 1000000 Sponsor of the National Center for Complex Care and establishment of the "AARP Scholar in Residence" program. Campesinos Sin Fronteras PO Box 423 Somwerton AZ 85350 860944114 501(c)(3) 8000 Sponsor of the four Families in Action Conferences Capital Pride Alliance Inc 2000 14th St NW Ste 105 Washington DC 20009 261763254 501(c)(3) 10000 Sponsor of various Pride Events Carter Media Enterprises LLC (dba HBCU Digest) 3131 Persimmon Tree Court Woodstock MD 21163 455581891 10000 Sponsor of the 2015 HBCU Media Summit and AwardsSponsorship of the 2014 Women's Legislative Briefing Catalyst 120 Wall Street 15th Floor New York NY 10005 131992402 501(c)(3) 32700 Membership support for organization focusing on diversity and inclusion in the workplace. Center for Asian American Media 145 Ninth Street Ste 350 San Francisco CA 94103 942801493 501(c)(3) 15000 Sponsor of the 2015 CAAMFest Center for Excellence in Assisted Living 2961A Hunter Mill Road Oakton VA 22124 432080306 501(c)(3) 10000 General support Center for Health Policy Development 10 Free Street 2nd Floor Portland ME 04101 521576801 501(c)(3) 9195 Sponsorship and Exhibit Fee for the National Academy for State Health Policy annual meeting. Milken Institute 1250 4th Street 2nd Floor Santa Monica CA 90401 954240775 501(c)(3) 175000 Annual Sponsorship support Center for Planning Excellence 100 Lafayette Street Baton Rouge LA 70801 203827040 501(c)(3) 9500 Sponsor of the Great Places Award Centre College of Kentucky 600 W Walnut Street Danville KY 40422 610444671 501(c)(3) 14000 Sponsor of the KY Gubernatorial debate National Quality Forum 1030 15th Street NW Ste 800 Washington DC 20005 522175544 501(c)(3) 20000 Sponsor of the NQF "Measure Incubator" program to assist organizations that wish to create healthcare performance measures Chicago International Film Festival 30 East Adams Ste 800 Chicago IL 60603 362545170 501(c)(3) 15000 Sponsor of the 51st Chicago International Film Festival Children's Defense Fund 25 E Street NW Washington DC 20001 520895622 501(c)(3) 10000 Sponsor of the 25th Anniversary Event Chinatown Photographic Society 132 Waverly Place San Francisco CA 94108 731735157 501(c)(3) 11050 General supportGeneral support Christian Methodist Episcopal Church PO Box 5224 Evanston IL 60203 954019870 Church 15000 Sponsor of the 4th Annual CME Unity Summit City Club of Portland 901 SW Washington Street Portland OR 97205 930140220 501(c)(3) 6500 Sponsor of the weekly Friday Forum events City of Jacksonville 117 W Duval Street Jacksonville FL 32202 596000344 Government 100000 Sponsor of the 2015 Senior Games and the Jacksonville Jazz Festival City of Portland 1145 Brighton Avenue Portland ME 04102 016000032 Government 9000 Donation to Portland Office of Elder Affairs Skinner Leadership Institute 5875 Solomons Island Road Tracys Landing MD 20779 521830868 501(c)(3) 50000 Sponsor of the 2015 National Conference Project Smart Growth America 1707 L Street NW Ste 250 Washington DC 20036 270038938 501(c)(3) 15000 Contribution to the National Complete Streets Coalition Civic Ventures (dba Encoreorg) PO Box 29542 San Francisco CA 94129 943274339 501(c)(3) 100000 Sponsor of the Encore Leadership Conference Civil Rights Museum LLC (dba The International Civil Rights Cntr & Museum) 134 South Elm Street Greensboro NC 27401 270389465 501(c)(3) 6500 General support Clarksville Transit System 430 Boillin Lane Clarksville TN 37040 621346109 Government 7500 General support Coalition to Transform Advanced Care 1299 Pennsylvania Ave NW Suite 1175 1175 Washington DC 20004 050622326 501(c)(3) 60000 Sponsor of the National Summit and contribution to support "A Roadmap for Success: Transforming Advanced Illness Care in America"General support and sponsorship of National Summit Mathematica Policy Research Inc PO Box 2393 Princeton NJ 08543 222112296 Corporation 49415 Grant to support the collaboration to create a "scorecard" with the Commonwealth Fund and the SCAN Foundation in helping states identify gaps in long-term services and support for the elderly. Alaska Retired Educator Association 214 Birch Street Kenai AK 99611 920055047 501(c)(4) 6150 General support Community Foundation of New Jersey 35 Knox Hill Road Morristown NJ 07963 222281783 501(c)(3) 12000 Sponsor of webinars "Supporting Family Caregivers and "Secure Choice" Comunidades Unidas 1750 W Research Way Ste 102 West Valley City UT 84119 134257724 501(c)(3) 8000 Sponsor of Fraud Prevention Effort and other events Congressional Award Foundation 379 Ford Office Building Washington DC 20515 521168592 501(c)(3) 25000 General support Congressional Black Caucus Foundation 1720 Massachusetts Ave NW Washington DC 20036 521160561 501(c)(3) 79500 Sponsor of 45th Annual Legislative Conference Congressional Hunger Center 400 N Capitol St NW Washington DC 20001 521842738 501(c)(3) 15000 Sponsor of CHC Congressional Awards Ceremony Connecticut Center for Social Innovation 298 Eastern Street New Haven CT 06513 463266595 501(c)(3) 10000 Grant to assist displaced seasoned workers in obtaining employment in the non-profit arena. Connectional Lay Organization 288 South Hamilton Road Columbus OH 43213 270803370 Church 20000 Sponsor of the 34th Biennial Session of the Connectional Lay Organization Corporation for Enterprise Development 1200 G Street NW Ste 400 Washington DC 20005 521141804 501(c)(3) 20000 General support Council of Senior Centers and Services 49 West 45th St 7th Floor New York NY 10036 132967277 501(c)(3) 7000 General support CRW Worldwide LLC 17992 Swans Creek Lane Ste 110 Dumfries VA 22026 463068944 15000 Sponsor of event to raise awareness about the need to create minority owned business and expand opportunities for supplier diversity. Delta Sigma Theta Sorority Inc 1707 New Hampshire Avenue NW Washington DC 20009 530215218 501(c)(7) 30000 Corporate Sponsorship Denver Biennial of the Americas Corp PO Box 3000382 Denver CO 80203 271297346 501(c)(3) 10000 Sponsor of various events Department of Internal Medicine PO Box 648 Columbia SC 29202 570786563 Government 6700 Donation for Day of Service food and food bags Design Concept DMC LLC 273 Closter Dock Road Ste 1 Closter NJ 07624 261479773 21500 Sponsor of the Digital Health Summit East West Players 120 N Judge John Aiso Street 4th Fl Rear Los Angeles CA 90012 956151775 501(c)(3) 25000 Sponsor of the Golden Anniversary Visionary Awards and Silent Auction Executive Leadership Foundation 1001 North Fairfax Street Ste 300 Alexandria VA 22314 521631358 501(c)(3) 100000 Sponsor of the Annual Recognition Gala Florida Tax Watch Research Institute 106 N Bronough St Tallahassee FL 32301 591918055 501(c)(3) 10000 General support Citi Performing Arts Center (co Face to Face Inc) 270 Tremont Street Boston MA 02116 510197209 501(c)(3) 42100 Sponsor of 2015 Festival of Praise Tour Farmworker Justice 1126 16th St NW Ste 270 Washington DC 20036 521196708 501(c)(3) 10000 Sponsor of Farmworker Justice Reception Florida Council on Aging 1018 Thomasville Road Ste 110 Tallahassee FL 32303 596194436 501(c)(3) 15000 Sponsor of Conference and Innovations Summit Flourish Leadership LLC 3634 West Market Street Ste 104 Akron OH 44333 471315051 25000 Sponsor of the 2015 Flourish Conference for Women in Leadership Friends of the National Museum of the American Latino Inc 1341 G Street NW 5th Floor Washington DC 20005 943445951 501(c)(3) 15000 Sponsor of the FNMLA 2015 American Latino Awards Gay-Lesbian-Bisexual Transgender Pride 2021 E Hennepin Ave Ste 460 Minneapolis MN 55413 411808096 501(c)(3) 15000 Sponsor of the 2015 Pride Festival GBS CIDP Foundation The Holly Building 104 1/2 Forrest Avenue Narberth PA 19072 222474769 501(c)(3) 10000 Sponsor of the 35th Anniversary Celebration Georgetown University 3300 Whitehaven St NW Ste 500 Washington DC 20057 530196603 501(c)(3) 10000 Support of the Center for Retirement Initiatives Grand Performances 350 South Grand Avenue Ste A-4 Los Angeles CA 90071 954576761 501(c)(3) 15000 Sponsor of various events Grantmakers in Aging 2001 Jefferson Davis Hwy Ste 504 Arlington VA 22202 134014982 501(c)(3) 15000 Sponsor of 2015 Annual Conference "Soaring into the Future: Seeking New Horizons in Aging and Philanthropy Greater Des Moines Convention & Visitors Bureau Inc 400 Locust Street Ste 265 Des Moines IA 50309 421221738 501(c)(6) 10000 Sponsor of the 2016 Iowa Caucus Consortium "Raucous Before the Caucus" Greater Hartford Community (dba The Travelers Championship) 90 State House Square 11th Floor Hartford CT 06103 421684133 501(c)(3) 10000 Sponsor of the BlumShapiro 5k for Camp Courant Crime Stoppers of Central Indiana 7549 W Morris Street Indianapolis IN 46231 311125710 501(c)(3) 15000 General support Health 20 LLC 30 East Adams Ste 800 San Francisco CA 94107 261478553 52000 Sponsor of the 2015 Health Innovation Conference Hepatitis B Foundation 3805 Old Easton Road Doyleslown PA 18902 232655669 501(c)(3) 7500 General support Hispanic Association of Colleges and Universities 8415 Datapoint Drive Ste 400 San Antonio TX 78229 742466103 501(c)(3) 15000 Sponsor of the 2015 HACU Annual Conference Hispanic Scholarship Fund 1411 W 190th Street Ste 700 Grardena CA 90248 521051044 501(c)(3) 15000 Sponsor of the 2015 Alumni Hall of Fame Gala History Makers 1900 South Michigan Avenue Chicago IL 60616 364328170 501(c)(3) 25000 Support for The HistoryMakers' An Evening With Shelia Johnson Home Works of America Inc 3823 West Beltline Blvd Columbia SC 29204 562027026 501(c)(3) 19000 General support Asian American Health Coalition (dba Hope Clinic) 7001 Corporate Drive Ste 120 Houston TX 77036 311756818 501(c)(3) 7500 Sponsor of the 2015 National Conference Project Hot Summer Jazz Festival 214 East 4th Street Ste 140 Saint Paul MN 55101 412010585 501(c)(3) 50000 Sponsor of the 2015 Hot Summer Jazz Festival Human Rights Campaign Inc 1640 Rhode Island Avenue NW Washington DC 20036 521243457 501(c)(4) 30000 Sponsor of the 2015 Diamond National Dinner Huntsman World Senior Games 1070 West 1600 South Ste A-103 St George UT 84770 870447330 501(c)(3) 15000 Sponsor of the 2015 Huntsman Senior World Games Idaho Governor's Cup Scholarship Fund Inc PO Box 983 Boise ID 83701 208277116 501(c)(3) 8000 Sponsor of the 2015 Idaho Governor's Cup Idaho Voluntary Organization Active PO Box 16761 Boise ID 83705 421537165 501(c)(3) 10000 Donation for wildfire disaster relief in helping to rebuild homes Imagen Foundation 18034 Ventura Blvd Ste 261 Encino CA 91316 954530300 501(c)(3) 10000 Sponsor of the 2015 Imagen Awards IMARA Communications Group PO Box 11321 Capital Station Columbia SC 29211 Corporation 25000 Donation and Sponsorship of the Health Empowerment Tour International Latino Cultural Center 676 North LaSalle Street Ste 520 Chicago IL 60654 363580462 501(c)(3) 21000 Sponsor of the 31st Chicago Latino Film Festival and Reel Film Club Jacksonville Community Council Inc 100 Festival Park Drive Jacksonville FL 32202 591163905 501(c)(3) 25000 Sponsor of the Re-Think Aging Implementation Japanese American Citizens League Masao Building 1765 Sutter Street San Francisco CA 94115 941245885 501(c)(3) 10000 Sponsor of the 2015 National Convention Junior Achievement of Georgia Discovery 460 Abernathy Road NE Atlanta GA 30328 462774184 501(c)(3) 7500 General support Justice in Aging 1444 Eye St NW Washington DC 20005 953132674 501(c)(3) 25000 Sponsor of the "Advocacy Starts at Home" event Kentucky State University Foundation Inc 400 E Main Street Frankfort KY 40601 237351574 501(c)(3) 7500 Sponsor of the Inaugural Leadership Appreciation Breakfast Labor Council for Latin American Advancement 815 16th St NW 3rd Floor Washington DC 20006 521002207 501(c)(3) 80000 Donation to support LCLAA's Social Security, Medicare/Medicaid, and Financial Security Education and Advocacy Project. Latino Leaders Network Inc 1140 Connecticut Avenue NW Washington DC 20036 510601578 501(c)(3) 10000 Sponsor of the "Tribute to Mayors" event Leadership Conference 1629 K Street NW Ste 1000 Washington DC 20006 520789800 501(c)(4) 35000 Sponsor of the Annual Leadership Conference on Civil and Human Rights Award Dinner League of United Latin American Citizens 201 East Main St Ste 605 El Paso TX 79901 746090399 501(c)(4) 117500 Sponsor of various events including "Latinos for a Secure Retirement" summit," "Latinos Living Healthy, and "LULAC Conference." Links Foundation 1200 Massachusetts Avenue NW Washington DC 20005 521170830 501(c)(3) 165000 Support for various programs and events Long-Term Quality Alliance 1233 20th Street NW Ste 303 Washington DC 20036 463140288 501(c)(3) 20000 2015 dues to partner with other groups committed to improving the quality & delivery of long-term services and support. Louisville Area Chamber of Commerce 614 W Main Street Ste 600 Louisville KY 40202 610434089 501(c)(6) 25000 Sponsor of the Louisville Innovation Summit Maine State Housing Authority 353 Water Street Augusta ME 04330 010312916 Government 5500 Sponsor of the Maine Affordable Housing Conference March of Dimes Foundation 2120 Washington Blvd Ste 425 Arlington VA 22204 131846366 501(c)(3) 15000 Sponsor of the March of Dimes Gourmet Gala Martin Luther King Jr Center for Nonviolent Social Change 449 Auburn Avenue NE Atlanta GA 30312 581030989 501(c)(3) 15000 Sponsor of the Salute to Greatness Award Mary Furlong & Associates 3527 Mt Diablo Blvd 128 Lafayette CA 94549 251902889 40000 Sponsor of "What's Next Boomer Business Summit and "Silicon Valley Boomer Venture Summit" Massachusetts Institute of Technology 77 Massachusetts Avenue E40-279 Cambridge MA 02139 042103594 501(c)(3) 250000 Grant to support the MIT AgeLab Massachusetts Assoc of Councils on Aging and Senior Center Directors Inc 116 Pleasent Street Ste 306 Easthampton MA 01027 042793624 501(c)(3) 5200 Sponsorship of 2015 MCOA Fall Conference Media Bridges Inc 444 Fourth Street Ste 22 Davis CA 95616 943276865 501(c)(3) 25000 Sponsorship of the documentary "All American: The Story of Norman Mineta" Medicare Rights Center 266 W 37th St 3rd Fl New York NY 10018 133505372 501(c)(3) 25000 Donation for support of policy programming related to Medicare quality initiatives and payment and delivery system reform and sponsorship for the Medicare Rights Center's Annual Awards Dinner Metamorphosis Conference Inc 13950 Hillcroft St Houston TX 77085 260907430 501(c)(3) 15000 Sponsorship of the 2015 Metamorphosis Women's Conference Project Metroplex Economic Development Corporation 3635 Dan Morton Drive Dallas TX 75236 752768840 501(c)(3) 50000 Sponsor of the MegaFest2015 Mexican Institute of Greater Houston Inc 4601 Caroline Street Houston TX 77004 760375543 501(c)(3) 7500 Sponsor of the 2015 Gala de la Independencia Minerva Educational Foundation Inc 931 W 75th Street Ste 137/238 Naperville IL 60565 364063891 501(c)(3) 9000 Sponsor of the Red Hot Fashion Show Benefit and Award event Monumental Scholars Fund Inc 104 Hume Avenue Alexandria VA 22301 473018272 501(c)(3) 10000 Sponsor of the 2015 BFW Dinner Musicians on Call Inc 39 West 32nd St 1103 New York NY 10001 134067116 501(c)(3) 10000 General support MT Secretary of State 1400 Broadway A113 Cogswell Building Helena MT 59620 810302402 Government 6000 Support of Caregiver Module questions included on Montana BRFSS survey NALEO Education Fund 1122 W Washington Blvd 3rd Floor Los Angeles CA 90015 521212849 501(c)(3) 25000 Sponsor of the 2015 NALEO Legislative Summit on Health National Academy of Sciences 500 5th Street NW Washington DC 20001 530196932 501(c)(3) 20000 Sponsor of the National Academies of Sciences, Engineering, and Medicine Forum on Aging, Disability, and Independence National Academy of Social Insurance 1200 New Hampshire Ave NW Ste 830 Washington DC 20036 521451753 501(c)(3) 10000 Sponsor of an Innovation Symposium "Medicare and Medicaid at 50" National Adult Protective Services Association 920 South Spring Street Springfield IL 62704 300044497 501(c)(3) 25000 Sponsor of the Annual Conference, Summit on Elder Financial Exploitation, and First Global Summit for World Elder Abuse Awareness Day National Archives Foundation 700 Pennsylvania Ave NW Room G-12 Washington DC 20408 521792608 501(c)(3) 20000 General support National Association for the Advancement of Colored People 4805 Mt Hope Drive Baltimore MD 21215 131084135 501(c)(4) 25000 Sponsor of the 2015 NAACP Convention National Association of Black Owned Broadcasters Inc 1201 Connecticut Ave NW Ste 200 Washington DC 20036 630773764 501(c)(3) 30000 Sponsor of the 39th Annual Fall Broadcast Management Conference and The Power of Urban Radio Forum. National Association of States United for Aging and Disabilities 1201 15th Street NW 350 Washington DC 20005 396095459 501(c)(3) 60000 General support and the Sponsorship of the 2015 NASUAD/HCBS Conference National Black College Alumni Hall of Fame 230 Peachtree Street Atlanta GA 30303 581923131 501(c)(3) 6000 Sponsor of the NBCAHFF 2015 Signature Legacy of Leaders Alumni Awards National Coalition for Asian Pacific American Community Development 1628 16th Street NW 4th Floor Washington DC 20009 912121566 501(c)(3) 15000 Sponsor of the 2015 Convention National Coalition on Black Civic Participation 1050 Connecticut Ave NW 10 Fl-Ste 1000 Washington DC 20036 521253112 501(c)(3) 110000 Sponsor of The National Coalition's Black Women's Roundtable (BWR) Empowerment Project and 4th Annual BWR Women of Power National Summit and the Retirement Security Sessions for the BWR Summit. Support for various projects including the entrepreneurship training webinar series and empowerment tour. National College of Probate Judges 300 Newport Avenue Williamsburg VA 23185 362856777 501(c)(3) 12500 Sponsor of the Annual Banquet Dinner National Committee for Quality Assurance 1100 13th Street NW Ste 10000 Washington DC 20005 521191985 501(c)(3) 25000 Contribution in support of the "Patient Experience Reporting Improvement Initiative" National Consumer Voice for Quality Long-Term Care 1001 Connecticut Avenue NW Ste 425 Washington DC 20036 521122531 501(c)(3) 15000 Sponsor of the 2015 Consumer Voice's Annual Conference National Consumers League 1701 K Street NW Ste 1200 Washington DC 20006 530242038 501(c)(3) 8000 Support for Health Advisory Council Membership and sponsorship for the 2015 Trumeter Awards Dinner National Council of La Raza NCLR 1126 16th St NW Ste 600 Washington DC 20036 860212873 501(c)(3) 55000 Sponsor of the 2015 NCLR Conference and National Latino Family Expo National Council of Negro Women Inc 633 Pennsylvania Ave NW Washington DC 20004 530173054 501(c)(3) 50000 Sponsor of the NCNW 80th Anniversary & Uncommon Height Gala National Military Family Association 3601 Eisenhower Avenue Ste 425 Alexandria VA 22304 520899384 501(c)(3) 100000 General Support National Newspaper Association 1816 12th Street NW Washington DC 20009 530244796 501(c)(6) 35000 Sponsor of the NNPA Leadership Reception National Urban League Inc 120 Wall Street 8th Floor New York NY 10005 131840489 501(c)(3) 25000 Sponsor of the Annual Conference NCSL Foundation for State Legislatures 7700 East First Place Denver CO 80230 742232576 501(c)(3) 27500 Support for the collaboration with NCSL Foundation on Retirement Security and sponsorship of various events. Nebraska Hospital Association 3255 Salt Creek Circle Ste 100 Lincoln NE 68504 470384546 501(c)(6) 15000 Grant to complete an analysis of the Nebraska economic impact of expanding Medicaid eligibility as authorized by the Patient Protection & Affordable Care Act. New America Alliance Inc PO Box 1270 Allen TX 75013 542036215 501(c)(6) 25000 Sponsor of the 15th Annual Wall Street Summit New Orleans Council on Aging PO Box 19067 New Orleans LA 70179 720634096 501(c)(3) 10000 General support Newport City Renaissance Corporation 194 Main Street 208 Newport VT 05855 450565353 501(c)(6) 9500 General support NNA Fund 1819 L Street NW Ste 400 Washington DC 20036 260866502 501(c)(3) 290000 General support North Carolina A and T University 1601 E Market Street Greensboro NC 27411 465692225 501(c)(3) 30000 General support Odunde Inc 2308 Graysferry Avenue Philadelphia PA 19146 232311811 501(c)(3) 6500 General support Office for Regional Conference Ministry Oakwood College - Box 154 Huntsville AL 35896 631214143 Church 10000 Sponsor of the 2015 Annual Pastors Evangelism and Leadership Conference Okanogan County Community Action Council 424 Second Avenue South Okanogan WA 98840 910814162 501(c)(3) 15000 Disaster relief for wildfire victims Omega Psi Phi Fraternity Inc 3951 Snapfinger Parkway Decatur GA 30035 530209696 501(c)(7) 30000 Sponsor of the 2015 Leadership Conference Organization of Chinese Americans 1322 18th Street NW Washington DC 20036 237250499 501(c)(3) 37000 Sponsor of various events including the 2015 OCA National Convention. Oyster Bay Charitable Fund Inc PO Box 132 Oyster Bay NY 11771 201026596 501(c)(3) 20000 Sponsor of the 32nd Annual Oyster Festival Pacific Arts Movement 2508 Historic Decatur Road San Diego CA 92106 331001523 501(c)(3) 10000 Sponsor of the 16th San Diego Asian Film Festival Performing Arts Center of Suffolk County (dba The Gateway) 215 South Country Road Belport NY 11713 274642820 501(c)(3) 25000 Sponsor of the 2015 Season at the Performing Arts Center on Long Island Personal Connected Health Alliance LLC 27893 Network Place Chicago IL 60673 364781100 30000 Sponsor of the 2015 mHealth Summit "Anytime, Anywhere: Engaging Patients & Providers" hosted by mHealth.org Philippine Independence Day Council Inc 291 Broadway Ste 1501 New York NY 10007 020574478 501(c)(3) 5550 Sponsor of the Philippine Independence Day Parade and Festival and other events Pierre Area Retired School Personnel 302 N Buchanan Ave Pierre SD 57501 263396843 5800 General support Pinellas County Urban League Inc 333 31st St North St Petersburg FL 33713 591665523 501(c)(3) 10000 Sponsor of the "Dream Clinic" at the Paint Your Dreams Event Potters House of Dallas Inc 6777 West Kiest Dallas TX 75236 311506712 Church 25000 Sponsor of the Pastors and Leadership Conference Professional Women in Advocacy Conference 9919 Meriden Road Potomac MD 20854 262955038 10000 Sponsor of the 2015 PWIA Conference Rhode Island Builders Association 450 Veterans Memorial Pkwy East Providence RI 02914 050254618 501(c)(3) 12000 Sponsor of the RI Builders Association Home Show Smithsonian Institution 1000 Jefferson Drive SW Washington DC 20560 530206027 501(c)(3) 20000 Sponsor of the Day of the Dead Festival at the National Museum of the American Indian Robinson and Associated Communications (dba Diversity Woman Magazine) 1183 University Drive Ste 105-131 Burlington NC 27215 861128872 15000 Sponsor of the 2015 National Diversity Women's Business Leadership Conference Saint Anselm College 100 Saint Anselm Drive Manchester NH 03102 020222182 501(c)(3) 33333 Sponsor of the New Hampshire Institute of Politics for nonpartisan programming Salvador Dali Museum Inc One Dali Blvd St Petersburg FL 33701 592015192 501(c)(3) 10000 General support Services and Advocacy for GLBT Elders 305 7th Ave 15th Floor New York NY 10001 132947657 501(c)(3) 70000 Sponsor of the 20th Anniversary SAGE Awards and programs Shakespeare Theatre Company 516 8th St SE Washington DC 20003 521405988 501(c)(3) 9406 Sponsor of the Mainstage Production of "As You Like It" Share Our Strength Inc 1030 15th Street NW Ste 1100 Washington DC 20005 521367538 501(c)(3) 10000 Sponsor of the 2015 DC No Kid Hungry Dinner - School Breakfast Hero Sigma Gamma Rho Sorority Inc 1000 Southhill Drive Cary NC 27513 356020472 501(c)(7) 10000 Sponsor of the 2015 Annual Leadership Summit Sioux Falls Jazz and Blues Society PO Box 1285 Sioux Falls SD 57101 460418356 501(c)(3) 20000 Sponsor of the 2015 JazzFest Smithsonian Institution Ntnl Museum of African American History and Culture 1000 Jefferson Drive SW Washington DC 20560 530206027 501(c)(3) 1000000 Support of the Smithsonian's National Museum of African American History and Culture Capital Campaign. South Carolina Association of Habitat Affiliates PO Box 1990 Mt Pleasant SC 29465 460980402 501(c)(3) 10000 General support South Carolina Research Hospital and Education Foundation Inc 1000 Center Point Road Columbia SC 29210 576026361 501(c)(3) 10000 General support The State Agricultural and Mechanical Society of South Carolina PO Box 393 Columbia SC 29202 570254875 501(c)(3) 23625 Sponsor of "AARP Senior Day at the Fair" St Barnabas Senior Services of Los Angeles 675 S Carondelet St Los Angeles CA 90057 951641435 501(c)(3) 7500 Sponsor of the 6th Annual LAAAC Summit on Aging State of Connecticut 55 Elm Street 3rd Floor Hartford CT 06106 066000798 Government 15000 Grant for feasibility study on the implementation of a public retirement program for private sector employees with no access to an employer sponsored plan. Minnesota Zoo 13000 Zoo Boulevard Apple Valley MN 55124 510147653 501(c)(3) 7500 Sponsor of Music in the Zoo events Tennessee Forward DBA Coalition for a Healthy Tennessee 333 Commerce Street Nashville TN 37201 471189229 501(c)(4) 20000 General support Tennis Foundation of Connecticut 900 Chapel Street Ste 622 New Haven CT 06510 061287098 501(c)(3) 5500 Sponsor of the 2015 Connecticut Open The Advertising Council Inc 815 Second Ave 9th Floor New York NY 10017 130417693 501(c)(3) 25000 Sponsor of the Ad Council Public Service Award Dinner Three Square 4190 Pecos Road Las Vegas NV 89115 300396918 501(c)(3) 10000 General support Tides Center (National Veteran's Network Project) 291 Broadway New York NY 10007 943213100 501(c)(3) 35000 General support Tourism Cares Inc 275 Turnpike Street Ste 307 Canton MA 02021 202013457 501(c)(3) 12000 Membership contribution and sponsor of the Journey Through Hallowed Ground and Williams and Grand Canyon volunteer events. Town of Bowdoinham 13 School Street Bowdoinham ME 04008 016000077 Government 6500 Grant for the Age Friendly Community Initiative Twin Cities Public Television 172 East Fourth Street Saint Paul MN 55101 410769851 501(c)(3) 10000 Sponsor of Next Avenue Pilot Phase United Way of Central MD 100 South Charles St 5th Floor Baltimore MD 21201 520591543 501(c)(3) 15000 Grant for the Restore Baltimore Campaign University of Southern California - Family Caregiver Support Center 3715 McClintock Avenue Los Angeles CA 90089 951642391 501(c)(3) 35000 Grant for Caregiver Task Force US Association of Former Members of Congress 1401 K Street NW Ste 503 Washington DC 20005 540883744 501(c)(3) 12000 Sponsor of the Annual Statesmanship Award Dinner US Library of Congress 101 Independence Avenue SE Washington DC 20540 536002532 Government 100000 150000 FMV In-kind marketing contributions Sponsor of the 2015 National Book Festival USAgainstAlzheimers Network 1101 K St NW 400 Washington DC 20005 450672514 501(c)(3) 6446 Sponsor of "Future Imperatives in the Global Fight Against Alzheimers and Dementia" Visual Arts Research and Resource Center 1825 Park Avenue Suite 602 New York NY 10035 133054001 501(c)(3) 20000 Sponsor of the 2015 Spring Gala: A Musical Tribute to Graciela WellMed Charitable Foundation 8637 Fredricksburg Road Ste 100 San Antonio TX 78240 206087010 501(c)(3) 7500 Sponsor of the 2015 Caregiver Event West Virginia University Foundation Inc PO Box 6031 Morgantown WV 26506 556017181 501(c)(3) 7000 Sponsorship of the National Extension Association for Families & Consumer Sciences National Meeting White House Conference on Aging 200 Independence Ave SW Washington DC 20201 Government 310000 Sponsor of the White House Conference on Aging Whitman Walker Clinic Inc 1701 14th St NW Washington DC 20009 521122122 501(c)(3) 10000 Sponsor of the Mautner Project 26th Anniversary Celebration Womens Home and Overseas Missionary 3225 W Sugar Creek Road Charlotte NC 28269 412124189 501(c)(3) 20000 Sponsor of WH&OMS Convention Women's Institute for a Secure Retirement 1140 Nineteenth St NW Ste 550 Washington DC 20036 521997317 501(c)(3) 15000 2015 WISER Advisory Council Membership Women's Policy Inc 409 12th Street NW Ste 600 Washington DC 20024 521914894 501(c)(3) 10000 Sponsor of the 2015 Congressional Dinner Young Eventions Group 3695 Cascade Road SW Ste F-2157 Atlanta GA 30331 463864590 501(c)(3) 10000 Sponsor of the 2nd Annual Women2Women Conference and Intergenerational Life Lessons & Legacies Young Invincibles 1411 K St NW Ste 400 Washington DC 20005 462214021 501(c)(3) 70000 General support Young Mens Christian Association of Greater San Antonio 3233 N St Marys Street San Antonio TX 78212 741109634 501(c)(3) 10000 Sponsor of the Siclovia Event Zeta Phi Beta Sorority Inc 734 New Hampshire Ave NW Washington DC 20011 530261012 501(c)(7) 10000 Sponsor of the 2015 Zeta Organizational Leadership Conference Start-up Health LLC 2000 Broadway 18th Floor New York NY 10023 454362441 12500 General support Council of State Governments 2760 Research Park Drive Lexington KY 40511 366000818 501(c)(3) 15000 Sponsor of the 2015 National Conference Employee Benefit Research Institute 1100 13th Street NW Washington DC 20005 521190398 501(c)(3) 15000 General support National Association of Home Builders 1201 15th Street NW 6th Floor Washington DC 20005 880359303 501(c)(6) 20000 Sponsor of the 50+ Leadership Circle Strategic Partnership Stanford University (Center on Longevity) 579 Serra Mall Stanford CA 94305 941156365 501(c)(3) 50000 Membership support for the Center for Longevity Pension Rights Center 1350 Connecticut Avenue NW Ste 206 Washington DC 20036 521059121 501(c)(3) 30000 Contribution to support ongoing work to promote state-administered retirement plans for private-sector employees. Philippine Fiesta USA Inc 124 East 40th Street Ste 1004 New York NY 10016 300114970 501(c)(3) 7500 General support Springboard 27 Woods Way Princeton NJ 05540 223325069 501(c)(3) 8333 General support 196 33 Schedule I, Part II The AARP's Office of the Chief of Staff reviews and approves all requests for contributions, taking into consideration the mission of the donee organization and how the contribution will support AARP's goals and advance our mission. X X X 1 1 X X X X X 1 0 0 1 1 0 0 0 0 Jo Ann Jenkins Chief Executive Officer 637500 0 221530 0 11471 0 85307 0 17686 0 973494 0 0 0 Scott Frisch EVP & COO 408713 0 107226 0 1015 0 80221 0 17668 0 614843 0 0 0 Robert R Hagans Jr CFO until 3/31/2015 201196 0 107038 0 365368 0 75784 0 9580 0 758966 0 0 0 Nancy A LeaMond EVP State and National Gro 517709 0 152185 0 7401 0 73970 0 1877 0 753142 0 0 0 Emilio Pardo EVP & Chief Brand Officer 432829 0 120574 0 1602 0 70258 0 11110 0 636373 0 0 0 Steven Cone EVP until 3/31/2015 204012 0 113907 0 258883 0 66038 0 6018 0 648858 0 0 0 Kevin Donnellan EVP & Chief of Staff 372960 0 109647 0 2682 0 82128 0 11110 0 578527 0 0 0 Cynthia Lewin EVP & General Counsel 359942 0 99663 0 2688 0 79673 0 19227 0 561193 0 0 0 Nancy Smith EVP & Corporate Secretary 343602 0 95156 0 3821 0 78159 0 1856 0 522594 0 0 0 Lorraine Cortes-Vazquez EVP until 3/31/2015 167935 0 94504 0 219371 0 73123 0 6006 0 560939 0 0 0 Debra Whitman EVP Policy & International 329435 0 92669 0 1127 0 77814 0 17647 0 518692 0 0 0 Terry Bradwell EVP Chief Information Offi 311965 0 97303 0 1105 0 73813 0 11022 0 495208 0 0 0 Harroll Backus EVP States until 3/31/2015 85304 0 77695 0 326388 0 47709 0 3199 0 540295 0 0 0 Martha Boudreau EVP & Chief Comm & Mktg Of 423462 0 30192 0 2682 0 80955 0 19074 0 556365 0 0 0 Lucy Theilheimer SVP - Org & Mgmt Effectiveness 154597 0 58515 0 279299 0 60063 0 3765 0 556239 0 0 0 Mary Reeves Morgan VP - Bus Qual & Process Improvement 168887 0 55718 0 253886 0 63393 0 11605 0 553489 0 0 0 Nileeni Meegama VP - MME Plan, Ops & Perform Mgmt 124736 0 56935 0 257713 0 53075 0 5307 0 497766 0 0 0 Mary Ann Riesenberg Chief Compliance Officer 78437 0 57153 0 304213 0 39988 0 5540 0 485331 0 0 0 Mary Cheryl Matheis Sr Principal & Counsel- Ext Affairs 116675 0 52694 0 280374 0 47047 0 10224 0 507014 0 0 0 Gail E Aldrich Former Board Chair 0 0 0 0 11273 0 0 0 0 0 11273 0 0 0 Addison B Rand Former CEO 0 0 233280 0 0 0 0 0 0 0 233280 0 0 0 Part I, Line 1a AARP board members, officers, and key employees are provided the benefit of first-class travel on flights exeeding 5 hours when business class accommodations are not available. Directors may also use first-class travel if prior approval is obtained from the Corporate Secretary's Office due to medical reasons or for especially late-night arrival, or if approved by the Board Chair. The AARP Chief Executive Officer is provided the benefit of first-class travel on flights exceeding 90 minutes due to the extensive travel requirements of the position. In 2015, 4 board members used first-class travel. All directors for AARP serve on a volunteer basis and are not compensated for their generous commitment to AARP. The officers, directors, and key employees are, however, reimbursed by AARP for travel and subsistence costs incurred in carrying out their duties. In addition, directors are reimbursed for travel and subsistence costs incurred for spouses/companions accompanying them to Association functions. The board members receive a gross-up payment to ensure there are no out-of-pocket expenses related to the income taxes for the spouse/companion travel. All spouse/companion travel reimbursements and tax gross-up payments are treated as taxable income to the directors. The Chief Executive Officer of AARP was given the following benefits in 2015: Jo Ann Jenkins: 1) group-term life and supplemental life insurance policy, premiums paid by AARP in 2015 were $7,247.00; 2) spousal travel of $3,863.76; and 3) parking benefits of $360.00 All items were treated as taxable compensation to Ms. Jenkins in 2015. Part I, Line 4a Robert R. Hagans, Jr. received a separation package in the amount of $328,618.75 in 2015. Harroll Backus received a separation package in the amount of $300,546.85 in 2015. Stephen Cone received a separation package in the amount of $229,306.55 in 2015. Lorraine Cortes-Vazquez received a separation package in the amount of $190,442.08 in 2015. Mary Ann Riesenberg received a separation package in the amount of $284,403.16 in 2015. Lucy Theilheimer received a separation package in the amount of $257,486.22 in 2015. Mary Cheryl Matheis received a separation package in the amount of $257,337.20 in 2015 Mary Reaves Morgan received a separation package in the amount of $235,914.28 in 2015. Nileeni Meegama received a separation package in the amount of $234,576.30 in 2015. Part I, Line 5 Under AARP's enterprise-wide compensation plan numerous organizational factors are considered in employee compensation, of which gross revenues is one factor. Form 990, Part VI, Section B, line 11 The Form 990 is prepared and reviewed in AARP's internal tax department. The return is then put through a secondary review which includes the AARP Controller and AARP General Counsel. After this thorough review process, the Form 990 is distributed to the Board of Directors for their review. After all issues are addressed the return is reviewed by the Chief Operating Officer prior to electronically filing 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 Governance Committee), and the Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed. Form 990, Part VI, Section B, line 15a AARP considers relevant for-profit and not-for-profit data since this is the landscape in which AARP competes 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 awards programs. For the CEO, information from all three areas (external data, internal data, individual performance and contribution) is submitted to the Board of Directors for review and approval. In some cases, the Board may deal directly with the independent, third party compensation consulting firm on external market pricing. The individual in this position may have legal representation and may insist on an employment contract with terms that are mutually agreed upon by the individual and the Board. Form 990, Part VI, Section C, line 19 AARP makes its Form 990 available on its website at www.aarp.org or upon request to the General Counsel's Office. AARP's audited financial statements and conflict of interest policy are also available on its website at www.aarp.org. AARP's Form 1024 will be made public upon request to AARP's Office of General Counsel. All other governing documents will be made available to the public in the event those documents are included in a filing with the Internal Revenue Service. Part VII, Sec. A, Officers, Key Employees, and Highest Compensated Employee AARP 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. Form 990, Part IX, line 11g Consulting and Professional Services: Program service expenses 146,527,887. Management and general expenses 20,418,802. Fundraising expenses 37,687. Total expenses 166,984,376. Member Call Centers: Program service expenses 17,789,657. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,789,657. Form 990, Part XI, line 9: Actuarial adjustment to pension plan discount rate 81,197,656. Paid in Capital adjustment -151. Income from Partnership K-1s -455. Schedule R, Part V, Question 2, Transactions with Related Organizations The AARP Insurance Plan is a grantor trust established by an Agreement and Declaration of Trust for the purpose of making group health insurance and other health-related products and services available to AARP, Inc. members. Agreements between AARP, Inc., AARP Services, Inc., and several insurance companies enable AARP-branded insurance products to be made available to AARP members. At the direction of the third party insurance carriers, the Plan pays AARP, Inc. a portion of the total premiums collected for the use of its intellectual property, which is reported as royalties in the consolidated statements of activities. AARP Properties LLC 601 E Street NW Washington DC 20049 951985500 Real estate holding company DE 0 129944721 AARP AARP 650 F 2-3 LLC 601 E Street NW Washington DC 20049 951985500 Real estate holding company DE 0 12943864 AARP AARP 650 F 4-5 LLC 601 E Street NW Washington DC 20049 951985500 Real estate holding company DE 0 11978712 AARP AARP Carson Place LLC 601 E Street NW Washington DC 20049 951985500 Real estate holding company DE 0 23748266 AARP AARP Watson Plaza LLC 601 E Street NW Washington DC 20049 951985500 Real estate holding company DE 0 0 AARP AARP Andrus Insurance Fund LLC 601 E Street NW Washington DC 20049 951985500 Insurance captive DC 3152209 7872813 AARP Life Reimagined LLC 601 E Street NW Washington DC 20049 462850578 Assist people in transitioning their lives to reach their personal goals DC 5476371 19433700 AARP AARP Foundation 601 E Street NW Washington DC 20049 520794300 Foundation dedicated to persons over 50 at social and economic risk DC 501 (c)(3) 509(a)(1) AARP 1 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) AARP Foundation 1 Legal Counsel for the Elderly 601 E Street NW Washington DC 20049 521194741 Provides free or low cost legal assistance and education to DC elderly DC 501 (c)(3) 509(a)(1) AARP 1 AARP Experience Corps 601 E Street NW Washington DC 20049 263698436 Engages adults aged 50+ as tutors & mentors for school children nationwide DC 501 (c)(3) 509(a)(1) AARP Foundation 1 AARP Insurance Plan 601 E Street NW Washington DC 20049 526069387 Grantor Trust holding certain AARP group health insurance policies DC 501 (c)(4) AARP 1 AARP Financial Services Corporation 601 E Street NW Washington DC 20049 521367607 Real estate holding company DE AARP C 1348710 8517489 1.00000 1 AARP Services Inc (consolidated) 650 F Street NW Washington DC 20004 522141065 Quality control and research DE AARP C 142616115 88226448 1.00000 1 1 1 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 AARP Foundation (cash contributions) B 19270001 cash paid AARP Foundation (subgrants for charitable activities) C 5105055 grant agreements AARP Foundation (bond standby agreement) D 25000000 in the event of default AARP Foundation (in-kind shared services) L 22042225 allocable costs incurred AARP Foundation (in-kind advertising) L 4902760 publication space FMV AARP Foundation (building maintenancetelephone) Q 668996 costs incurred AARP Foundation (mailing list) Q 0 see supplemental information AARP Foundation (shared employee reimbursement) P 293539 actual salaries for time reported AARP Foundation (shared employee reimbursement) Q 33167 actual salaries for time reported AARP Foundation (15k national event and 25k annual fee line of credit) S 40000 cash paid AARP Foundation (worker's compensation insurance) S 1381363 cash paid Legal Counsel for the Elderly (cash contributions) B 2789749 cash paid Legal Counsel for the Elderly (in-kind contributions) L 2742344 allocable costs incurred Legal Counsel for the Elderly (in-kind rent) N 619223 costs incurred Legal Counsel for the Elderly (telephone) Q 3767 costs incurred Legal Counsel for the Elderly (insurance) S 10321 cash paid AARP Experience Corps (cash contributions) B 542251 cash paid AARP Experience Corps (in-kind shared services) L 53268 allocable costs incurred AARP Experience Corps (telephone) Q 352 costs incurred AARP Services Inc (advertising & sponsorship) L 8034990 FMV AARP Services Inc (shared services) Q 16828845 costs incurred AARP Services Inc M 88576359 FMV AARP Services Inc (rent) A 3135309 costs incurred AARP Services Inc (telephone insurance member event) Q 96920 FMV AARP Services Inc (reimburse for pension plan contribution) S 2551854 portion of plan funding AARP Services Inc (reimburse for post retirement health benefit) S 356422 portion of plan funding AARP Services Inc (fixed assets) R 176159 NBV AARP Insurance Plan S 466158336 see Schedule O