AARP: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AARP (EIN 95-1985500)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-28
- IRS object ID
- 201501799349300400
- Schema version
- 2014v5.0
- 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 B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-28T05:54:47-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951985500 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARP | BusinessNameControlTxt |
| Phone | 2024347578 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW c/o Tax Dept | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott M Frisch | PersonNm |
| Person Title | EVP & COO | PersonTitleTxt |
| Phone | 2024347578 | PhoneNum |
| Signature | 2015-06-23 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Scott M Frisch | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $31,659,822,817 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.aarp.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 2060 | TotalEmployeeCnt |
| Total Volunteers | 19123 | TotalVolunteersCnt |
| Total Gross UBI | $169,544,461 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $7,703,547 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $326,250,949 | PYContributionsGrantsAmt |
| CY Contributions Grants | $323,609,282 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $176,221,804 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $181,576,151 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,604,852 | PYInvestmentIncomeAmt |
| CY Investment Income | $91,939,157 | CYInvestmentIncomeAmt |
| PY Other Revenue | $766,617,402 | PYOtherRevenueAmt |
| CY Other Revenue | $801,880,178 | CYOtherRevenueAmt |
| PY Total Revenue | $1,332,695,007 | PYTotalRevenueAmt |
| CY Total Revenue | $1,399,004,768 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,409,160 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,779,565 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $334,790,918 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $342,903,101 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $210,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $682,212 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,275,688 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $859,188,160 | PYOtherExpensesAmt |
| CY Other Expenses | $948,134,238 | CYOtherExpensesAmt |
| PY Total Expenses | $1,219,598,238 | PYTotalExpensesAmt |
| CY Total Expenses | $1,314,499,116 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $113,096,769 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $84,505,652 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,213,302,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,330,580,646 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,070,554,203 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,288,943,708 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,142,748,408 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,041,636,938 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $344,767,702 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Revenue | $823,211 | RevenueAmt |
| Desc | Membership Service helps ensure AARP is providing useful information, programs, and services to members and people 50+ through events, exhibits, AARP's award-winning website, member call center, and other interactive member touch points. Membership Service summarizes AARP's position on activities related to the organization's strategic priorities, as well as the activities that support its strategic plan. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $209,017,585 | ExpenseAmt |
| Grant | $300 | GrantAmt |
| Revenue | $368,933 | RevenueAmt |
| Desc | AARP publishes "AARP The Magazine," every other month (bimonthly) to be sure that we are providing highly useful information and outreach. "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," a monthly publication (January/February and July/August are combined) that reports on such issues as Social Security, Medicare, and those related to work, retirement, pensions, benefits, health, and quality of life. "AARP The Magazine" and "AARP Bulletin" are provided to all AARP member households. Both publications are available electronically to the public on AARP's website www.aarp.org. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $164,921,639 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Membership Development 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 in our national, federal, and state legislatures; and 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. Membership Development is dedicated to ensuring that the member experience is valuable and a relevant portfolio of member services and benefits is available. Membership Development researches the wants and needs of specific segments within the population of age 50+, including, for example, multicultural segments, boomers, retired educators, and AARP's primary age segments (50-59, 60-69, and 70 and over). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (9 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $121,929,962 | $495,076 | $0 | The States and Communities Group (S&C) has established a field office in every state, the District of Columbia, Puerto Rico, and the Virgin Islands. S&C drives social change through advocacy, education, and outreach. These 53 offices coordinate AARP's local efforts and provide a structure that delivers personalized services and programs to members and other older Americans in their homes and communities. These offices offer needed assistance, information, and support to older Americans. They also fill many of the gaps in services that families, communities, and government are unable to address, enabling older persons to maintain their independence and dignity. |
| $69,225,476 | $235,298 | $0 | Education and Outreach - AARP researches and identifies certain strategic areas and focuses its activities and resources to develop programs, provide/produce information, and conduct studies on three key issues affecting 50+ Americans: health & family, financial security, and livable communities. |
| $65,986,333 | $181,057 | $42,000 | Legislative Activities and Public Policy - Through AARP's Government Affairs Group, State Executive Councils, and AARP advocacy volunteers, AARP works to raise awareness and advocates on behalf of the people it serves pertaining to a variety of issues, including affordable health care for all Americans; intergenerational campaigns; ensuring the solvency of Social Security for current and future retirees; ensuring the long-term solvency of Medicare and prescription drug coverage; informing members and consumers about Medicare health insurance and related issues; independent living and long-term care; employment and job seeking for older workers; and financial security in retirement. |
| $36,776,213 | $118,500 | $211,880 | Life Reimagined is a first-of-its-kind series of online and offline experiences to help people reflect, evaluate priorities, and take action to live their best life. The purpose of Life Reimagined is to provide a personal guidance system to help people navigate transitions and live life to the fullest. Life Reimagined was launched by AARP in 2013 to bring together the best thinkers, the latest resources and the collective power of community to spark a movement to engage people of all ages in asking the fundamental question, "What's next for me?"Life Reimagined is rooted in a simple methodology of six practices (reflect, connect, explore, choose, repack and act) that guide people through change. Start where you are in your life, and see where the possibilities lead you. More information is available at www.LifeReimagined.org. |
| $14,377,535 | $60,000 | $2,260,702 | AARP Member Event |
| $8,129,004 | $0 | $8,323,883 | AARP Drivers' Safety Program |
| $9,035,929 | $1,491,210 | $1,030 | Various Other Programs |
| $20,199,958 | $20,193,123 | $0 | Cash Contributions to Affiliated Charitable Orgranizations:AARP Foundation - 14,458,597Experience Corps - 3,262,250Legal Counsel for the Elderly - 2,479,111 |
| $7,830,027 | $0 | $51 | The Office of Volunteer and Civic Engagement (OVCE) seeks to motivate unprecedented numbers of 50+ Americans to actively participate in bringing about positive social change in America. The OVCE initiates service through: Create the Good, which connects individuals to a network of people, tools, and time-flexible volunteer opportunities; Day of Service, which AARP employees engage in community service; Andrus Awards for Community Service recognizes AARP volunteers who have made a difference in the communities in ways that supports AARP's mission, visions, and direction; AARP Chapters link members with community programs and services. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $353,490,437 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $22,774,264 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $10,839,546 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,072,197,363 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| 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 | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1671 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2060 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | 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 | Scott M Frisch | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024347578 | 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 (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Jeannine English | |||||||||
| President as of 6/14 | 25.00 | 0.00 | Yes (X) | $22,323 | $0 | $0 | |||
| Carol Raphael | |||||||||
| Board Chair as of 6/14 | 25.00 | 0.00 | Yes (X) | $6,333 | $0 | $0 | |||
| Ronald E Daly Sr | |||||||||
| Board Vice Chair as of 6/14 | 15.00 | 6.00 | Yes (X) | $6,525 | $0 | $0 | |||
| Joan R Ruff | |||||||||
| Sec/Treasurer as of 6/14 | 15.00 | 0.00 | Yes (X) | $6,009 | $0 | $0 | |||
| Eric J Schneidewind | |||||||||
| President-Elect | 18.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Catherine Alicia Georges | |||||||||
| Director | 10.00 | 6.00 | Yes (X) | $834 | $0 | $0 | |||
| Barbara O'Connor | |||||||||
| Director | 10.00 | 6.00 | Yes (X) | $2,762 | $0 | $0 | |||
| John Penn | |||||||||
| Director | 10.00 | 3.00 | Yes (X) | $10,869 | $0 | $0 | |||
| Diane Pratt | |||||||||
| Director | 10.00 | 6.00 | Yes (X) | $2,227 | $0 | $0 | |||
| Fernando Torres-Gil | |||||||||
| Director | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gretchen Dahlen | |||||||||
| Director | 10.00 | 0.00 | Yes (X) | $8,961 | $0 | $0 | |||
| Jewell D Hoover | |||||||||
| Director | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Timothy M Kelly | |||||||||
| Director | 10.00 | 0.00 | Yes (X) | $1,739 | $0 | $0 | |||
| Edward A Watson | |||||||||
| Director | 10.00 | 3.00 | Yes (X) | $12,593 | $0 | $0 | |||
| Beth Ellard | |||||||||
| Director | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Annette Franqui | |||||||||
| Director | 10.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Lloyd Johnson | |||||||||
| Director | 10.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| Doris Koo | |||||||||
| Director | 10.00 | 6.00 | Yes (X) | $1,216 | $0 | $0 | |||
| Neal Lane | |||||||||
| Director | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Janet E Porter | |||||||||
| Director | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Libby Sartain | |||||||||
| Director | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Romasco | |||||||||
| President until 6/14 | 25.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gail E Aldrich | |||||||||
| Board Chair until 6/14 | 25.00 | 0.00 | Yes (X) | $30,573 | $0 | $0 | |||
| A James Forbes Jr | |||||||||
| Sec/Treasurer until 6/14 | 15.00 | 0.00 | Yes (X) | $15,170 | $0 | $0 | |||
| Allen Douma | |||||||||
| Director until 6/14 | 10.00 | 6.00 | Yes (X) | $15,864 | $0 | $0 | |||
| Raymond Dean Jones | |||||||||
| Director until 6/14 | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jacob Lozada | |||||||||
| Director until 6/14 | 10.00 | 0.00 | Yes (X) | $2,942 | $0 | $0 | |||
| J David Nelson | |||||||||
| Director until 6/14 | 10.00 | 6.00 | Yes (X) | $4,971 | $0 | $0 | |||
| Charles E Reed | |||||||||
| Director until 6/14 | 10.00 | 0.00 | Yes (X) | $15,459 | $0 | $0 | |||
| Jo Ann Jenkins | |||||||||
| CEO 9/14, COO until 9/14 | 40.00 | 0.00 | $629,458 | $0 | $70,219 | Yes (X) | |||
| Addison B Rand | |||||||||
| CEO until 9/1/2014 | 40.00 | 0.00 | $1,628,832 | $0 | $69,457 | Yes (X) | |||
| Robert R Hagans Jr | |||||||||
| Chief Financial Officer | 40.00 | 0.00 | $426,333 | $0 | $70,220 | Yes (X) | |||
| Nancy A LeaMond | |||||||||
| EVP State and National Gro | 40.00 | 0.00 | $631,212 | $0 | $53,836 | Yes (X) | |||
| Emilio Pardo | |||||||||
| EVP & Chief Brand Officer | 40.00 | 0.00 | $551,438 | $0 | $56,979 | Yes (X) | |||
| Steven Cone | |||||||||
| EVP Integrated Value & Str | 40.00 | 0.00 | $502,009 | $0 | $52,994 | Yes (X) | |||
| Kevin Donnellan | |||||||||
| EVP & Chief of Staff | 40.00 | 0.00 | $447,338 | $0 | $63,394 | Yes (X) | |||
| Cynthia Lewin | |||||||||
| EVP & General Counsel | 40.00 | 0.00 | $432,482 | $0 | $70,548 | Yes (X) | |||
| Nancy Smith | |||||||||
| EVP & Corporate Secretary | 40.00 | 0.00 | $420,870 | $0 | $51,211 | Yes (X) | |||
| Lorraine Cortes-Vazquez | |||||||||
| EVP Multi Market & Engagem | 40.00 | 0.00 | $398,867 | $0 | $63,340 | Yes (X) | |||
| Debra Whitman | |||||||||
| EVP Policy & International | 40.00 | 0.00 | $393,251 | $0 | $70,151 | Yes (X) | |||
| Terry Bradwell | |||||||||
| EVP Chief Information Officer | 40.00 | 0.00 | $360,736 | $0 | $52,864 | Yes (X) | |||
| Harroll Backus | |||||||||
| EVP States and Communities | 40.00 | 1.00 | $350,330 | $0 | $63,247 | Yes (X) | |||
| Richard Randazzo | |||||||||
| EVP Chief Human Resources | 40.00 | 0.00 | $324,265 | $0 | $58,615 | Yes (X) | |||
| Scott Frisch | |||||||||
| EVP & COO as of 10/1/14 | 40.00 | 40.00 | $46,751 | $332,377 | $70,141 | Yes (X) | |||
| Melvin Radowitz | |||||||||
| Associate General Counsel | 40.00 | 0.00 | $460,284 | $0 | $44,058 | Yes (X) | |||
| John Edward Ellison | |||||||||
| SVP - Treasurer | 40.00 | 0.00 | $411,556 | $0 | $23,738 | Yes (X) | |||
| Michael Schuster | |||||||||
| Associate General Counsel | 40.00 | 0.00 | $401,808 | $0 | $30,416 | Yes (X) | |||
| Myrna Blyth | |||||||||
| SVP Editorial Director | 40.00 | 0.00 | $407,490 | $0 | $53,796 | Yes (X) | |||
| Lynn Mento | |||||||||
| SVP 50+ Member Experience | 40.00 | 0.00 | $364,305 | $0 | $53,383 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,756,985 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $332,377 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,142,607 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 947 | 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 |
|---|---|---|---|---|---|
| RR Donnelley | |||||
| 111 South Wacker Drive | Chicago | IL | 60606 | Printing Services | $84,644,580 |
| Mediacom Worldwide Inc | |||||
| 498 7TH Avenue | New York | NY | 10018 | Media Agency | $77,333,137 |
| Paradysz Inc | |||||
| 5 Hanover Square | New York | NY | 10004 | Audience & Marketing Research | $20,892,056 |
| IBM | |||||
| 1 New Orchard Road | Armonk | NY | 10504 | Business and IT Services | $14,094,448 |
| GMMB Inc | |||||
| 3050 K Street NW Ste 100 | Washington | DC | 20007 | Advertising Firm | $13,879,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 503 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $296,669,773 | MembershipDuesAmt |
| Related Organizations | $5,822,895 | RelatedOrganizationsAmt |
| Government Grants | $520,000 | GovernmentGrantsAmt |
| All Other Contributions | $20,596,614 | AllOtherContributionsAmt |
| Total Contributions | $323,609,282 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Advertising Revenue | 541800 | $168,858,067 | $168,858,067 | |
| Driver's Safety Program | 900099 | $8,323,883 | $8,323,883 | |
| National Event Revenue | 900099 | $2,428,501 | $167,799 | $2,260,702 |
| Digital Revenue | 900099 | $467,168 | $467,168 | |
| Broadcast Studio Revenue | 900099 | $51,427 | $51,427 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,447,105 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,447,105 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $181,576,151 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,518,769 | TotalRevenueColumnAmt |
| Exclusion | $40,518,769 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $798,788,206 | TotalRevenueColumnAmt |
| Exclusion | $798,788,206 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,146,964 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,146,964 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,309,091,473 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,257,671,085 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,420,388 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,420,388 | TotalRevenueColumnAmt |
| Exclusion | $51,420,388 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Miscellaneous Income | 900099 | $2,666,468 | $2,666,468 |
| Captive Insurance Premiums | 900099 | $425,504 | $425,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,091,972 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,399,004,768 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,031,690 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $169,544,461 | UnrelatedBusinessRevenueAmt |
| Exclusion | $893,819,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,779,565 | TotalAmt |
| Program Services | $22,779,565 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,694,890 | TotalAmt |
| Program Services | $2,692,473 | ProgramServicesAmt |
| Management And General | $6,002,417 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,896,132 | TotalAmt |
| Program Services | $151,659,519 | ProgramServicesAmt |
| Management And General | $71,857,127 | ManagementAndGeneralAmt |
| Fundraising | $379,486 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,336,811 | TotalAmt |
| Program Services | $37,718,665 | ProgramServicesAmt |
| Management And General | $12,551,071 | ManagementAndGeneralAmt |
| Fundraising | $67,075 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,420,050 | TotalAmt |
| Program Services | $13,626,758 | ProgramServicesAmt |
| Management And General | $32,764,690 | ManagementAndGeneralAmt |
| Fundraising | $28,602 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,555,218 | TotalAmt |
| Program Services | $8,955,550 | ProgramServicesAmt |
| Management And General | $4,580,376 | ManagementAndGeneralAmt |
| Fundraising | $19,292 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,043 | TotalAmt |
| Program Services | $59,790 | ProgramServicesAmt |
| Management And General | $434,253 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162,283 | TotalAmt |
| Program Services | $42,621 | ProgramServicesAmt |
| Management And General | $1,119,662 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,000 | TotalAmt |
| Program Services | $570,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,212 | TotalAmt |
| Fundraising | $682,212 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,519,307 | TotalAmt |
| Management And General | $7,519,307 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,435,555 | TotalAmt |
| Program Services | $134,272,279 | ProgramServicesAmt |
| Management And General | $29,104,085 | ManagementAndGeneralAmt |
| Fundraising | $59,191 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,835,980 | TotalAmt |
| Program Services | $254,053,729 | ProgramServicesAmt |
| Management And General | $13,663,676 | ManagementAndGeneralAmt |
| Fundraising | $118,575 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,723,241 | TotalAmt |
| Program Services | $1,211,828 | ProgramServicesAmt |
| Management And General | $511,378 | ManagementAndGeneralAmt |
| Fundraising | $35 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,333,662 | TotalAmt |
| Program Services | $29,726,420 | ProgramServicesAmt |
| Management And General | $56,090,084 | ManagementAndGeneralAmt |
| Fundraising | $517,158 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,362,633 | TotalAmt |
| Program Services | $19,731,427 | ProgramServicesAmt |
| Management And General | -$368,794 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,261,517 | TotalAmt |
| Program Services | $11,679,600 | ProgramServicesAmt |
| Management And General | $2,581,449 | ManagementAndGeneralAmt |
| Fundraising | $468 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,605,264 | TotalAmt |
| Program Services | $14,188,664 | ProgramServicesAmt |
| Management And General | $2,416,600 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,845,135 | TotalAmt |
| Management And General | $8,845,135 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,917,597 | TotalAmt |
| Program Services | $7,673,298 | ProgramServicesAmt |
| Management And General | $33,244,299 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,196,975 | TotalAmt |
| Management And General | $4,196,975 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing & Postage | $261,722,930 | $256,745,777 | $1,313,981 | $3,663,172 |
| Research, Surveys, & Te | $12,909,487 | $10,826,093 | $2,083,394 | |
| Taxes & Licenses | $11,867,469 | $1,161,866 | $10,705,603 | |
| Volunteer Travel & Acti | $6,964,973 | $5,476,460 | $1,488,513 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,406,187 | TotalAmt |
| Program Services | $87,344,981 | ProgramServicesAmt |
| Management And General | -$66,679,216 | ManagementAndGeneralAmt |
| Fundraising | $740,422 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,314,499,116 | TotalAmt |
| Program Services | $1,072,197,363 | ProgramServicesAmt |
| Management And General | $236,026,065 | ManagementAndGeneralAmt |
| Fundraising | $6,275,688 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,987,404 | TotalAmt |
| Program Services | $6,619,551 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $3,367,853 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,334,337 | BOYAmt |
| EOY | $65,976,178 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,003,272 | BOYAmt |
| EOY | $54,481,865 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,962,457 | BOYAmt |
| EOY | $93,759,609 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,506,556 | BOYAmt |
| EOY | $52,609,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $540,801,030 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $287,516,326 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,194,730 | BOYAmt |
| EOY | $253,284,704 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,687,903,954 | BOYAmt |
| EOY | $1,793,976,516 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000,000 | BOYAmt |
| EOY | $3,000,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $915,749 | BOYAmt |
| EOY | $862,917 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,481,556 | BOYAmt |
| EOY | $12,628,924 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,213,302,611 | BOYAmt |
| EOY | $2,330,580,646 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,005,414 | BOYAmt |
| EOY | $153,136,346 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,979,317 | BOYAmt |
| EOY | $249,315,162 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,169,829 | BOYAmt |
| EOY | $174,194,964 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,399,643 | BOYAmt |
| EOY | $712,297,236 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,070,554,203 | BOYAmt |
| EOY | $1,288,943,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,142,748,408 | BOYAmt |
| EOY | $1,041,636,938 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,142,748,408 | BOYAmt |
| EOY | $1,041,636,938 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,213,302,611 | BOYAmt |
| EOY | $2,330,580,646 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $84,505,652 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$265,671 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$185,351,451 | 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 | 0 | FederalGrantAuditRequiredInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $227,677 | PoliticalExpendituresAmt |
| Expended527 Activities | $227,677 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $0 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $227,677 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I-A, Line 1: | FormAndLineReferenceDesc |
| Explanation | 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 2014 AARP printed non-partisan voter guides for 11 state elections. AARP is non-partisan and does not contribute any monies directly to candidates or political parties. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,486,264 | OtherCostOrOtherBasisAmt |
| Book Value | $46,486,264 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $182,780,050 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,425,400 | DepreciationAmt |
| Book Value | $104,354,650 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,976,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,628,882 | DepreciationAmt |
| Book Value | $14,347,763 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $268,558,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $180,462,044 | DepreciationAmt |
| Book Value | $88,096,027 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $253,284,704 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Post retirement benefits | $92,678,399 |
| Deferred membership dues | $288,719,467 |
| IBNR reserve | $5,147,000 |
| Pension liability | $325,752,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $712,297,236 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | AARP does not believe that there are any unrecognized tax benefits/liabilities that should be recorded. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| 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 (2 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 & Associates | ||||||||
| 1600 Wilson Blvd Ste 300 | Arlington | VA | 22209 | Direct mail and communications | 0 | $0 | $2,126,312 | $0 |
| M&R Strategic Services | ||||||||
| 2120 L Street NW | Washington | DC | 20037 | Creative on-line marketing services | 0 | $0 | $84,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $2,210,312 | TotalRetainedByContractorsAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | 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 | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $ 598,212 Advertising costs 147,120 Miscellaneous costs 9,217 Printing & Postage 1,371,763 Total payments reported on Schedule G $2,126,312 M&R Strategic Services, Inc.: Professional fees $ 84,000 Total payments reported on Schedule G $ 84,000 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (58 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP Foundation | ||||||||
| 601 E Street NW | Washington | DC | 20049 | 520794300 | 501(C)(3) | $14,459,597 | General support | |
| AARP Experience Corps | ||||||||
| 601 E Street NW | Washington | DC | 20049 | 263698436 | 501(C)(3) | $3,255,942 | General support | |
| Legal Counsel for the Elderly | ||||||||
| 601 E Street NW | Washington | DC | 20049 | 521194741 | 501(C)(3) | $2,481,084 | 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) | $20,000 | Sponsorship of the 2014 Executive Board Meeting President's Luncheon | |
| American Geriatrics Society | ||||||||
| 40 Fulton Street 18TH Fl | New York | NY | 10038 | 131950856 | 501(C)(3) | $45,000 | General support | |
| America's Charities | ||||||||
| 14150 Newbrook DR Ste 110 | Chantilly | VA | 20151 | 541517707 | 501(C)(3) | $663,239 | AARP gift matching program partner | |
| Arkansas Dream Center Inc | ||||||||
| 1116 W Daisy L Gatson Bates Dr | Little Rock | AR | 72202 | 270730530 | 501(C)(3) | $10,000 | Donation for Arkansas flood victims | |
| Asian American Federation Inc | ||||||||
| 120 Wall Street | New York | NY | 10005 | 133572287 | 501(C)(3) | $25,000 | General support | |
| Asian American Journalist Association | ||||||||
| 5 Third Street 1108 | San Francisco | CA | 94103 | 953755203 | 501(C)(3) | $25,000 | Donation for fellowship to support AARP's Asian American outreach initiative. | |
| Balm in Gilead Inc | ||||||||
| 4108 East Parham Road | Richmond | VA | 23228 | 133696064 | 501(C)(3) | $50,000 | General support | |
| Asian Americans Advancing Justice Association | ||||||||
| 1140 Connecticut Avenue NW STE 1200 | Washington | DC | 20036 | 133619000 | 501(C)(3) | $12,500 | General support | 1200 |
| Associated Black Charities Inc | ||||||||
| 1114 Cathedral Street | Baltimore | MD | 21201 | 521427774 | 501(C)(3) | $25,000 | Donation to support the Volunteer Career Mentoring Program | |
| Black Womens Agenda Inc | ||||||||
| 5335 Wisconsin Ave NW 440 | Washington | DC | 20015 | 521139558 | 501(C)(3) | $92,799 | General support | |
| Board of Hispanic Caucus Chairs | ||||||||
| 1001 Congress Ave STE 100 | Austin | TX | 78701 | 202075553 | 501(C)(3) | $50,000 | Sponsorship of the BHCC 9th Annual Conference | |
| Stanford University (Center of Longevity) | ||||||||
| PO Box 44253 | San Francisco | CA | 94144 | 941156365 | 501(C)(3) | $25,000 | Grant for conducting research on the impact of heightened emotions on financial decision-making. | |
| United Methodist Committee on Relief | ||||||||
| 475 Riverside Drive | New York | NY | 10015 | 135562279 | 501(C)(3) | $10,000 | General support | |
| Citizen's Advocacy Center | ||||||||
| 1400 16th Street NW Ste 101 | Washington | DC | 20036 | 521856543 | 501(C)(3) | $20,000 | General support | |
| Center for Community Change | ||||||||
| 1536 U Street NW | Washington | DC | 20009 | 520888113 | 501(C)(3) | $10,000 | General support | |
| Center for Medicare Advocacy Inc | ||||||||
| PO Box 350 | Williamtic | CT | 06226 | 061172509 | 501(C)(4) | $7,000 | General support | |
| Community Foundation of the Napa Valley | ||||||||
| 3599 Claremont Way Ste 2 | Napa | CA | 94558 | 680349777 | 501(C)(3) | $25,000 | Disaster relief efforts | |
| Congressional Hispanic Caucus Institute | ||||||||
| 911 2nd Street NE | Washington | DC | 20002 | 521114225 | 501(C)(3) | $12,500 | 2014 Sponsorship and general support | |
| Creative Coalition | ||||||||
| 360 Park Avenue South 11th Fl | New York | NY | 10010 | 133517803 | 501(C)(3) | $118,500 | General support | |
| Cuban American National Council Inc | ||||||||
| 1223 SW 4th Street 2ND Fl | Miami | FL | 33135 | 237269955 | 501(C)(3) | $30,000 | Support for the 2014 "Asunto de Equililrio" / "Matter of Balance Program" | |
| Economic Opportunity Institute | ||||||||
| 1900 N North Lake Way | Seattle | WA | 98103 | 911999302 | 501(C)(3) | $10,000 | Support for the private sector retirement savings concept: "Save Toward a Retirement Today. | |
| Elizabeth Dole Foundation | ||||||||
| 600 New Hampshire Avenue NW | Washington | DC | 20037 | 454292692 | 501(C)(3) | $10,000 | General support | |
| Florida State University | ||||||||
| A2200 University Center | Tallahassee | FL | 32306 | 591961248 | 501(C)(3) | $10,000 | General support | |
| Florida Taxwatch Research Institute | ||||||||
| 106 N Bronough St | Tallahassee | FL | 32301 | 591918055 | 501(C)(3) | $10,000 | General support | |
| Greater Boston Food Bank Inc | ||||||||
| 70 South Bay Avenue | Boston | MA | 02118 | 042717782 | 501(C)(3) | $60,000 | Donation to support the Greater Boston Food Bank event - Senior Brown Bag Packing at BCEC | |
| Henry J Kaiser Family Foundation | ||||||||
| 2400 Sand Hill Road | Menlo Park | CA | 94025 | 946064808 | 501(C)(3) | $85,000 | General support | |
| Hispanic Federation Network | ||||||||
| 55 Exchange Place 5th Fl | New York | NY | 10005 | 133573852 | 501(C)(3) | $250,000 | Grant to support leadership centers and national outreach | |
| Kappa Alpha Psi Fraternity Inc | ||||||||
| 2322 N Broad Street 24 | Philadelphia | PA | 19132 | 231431779 | 501(C)(7) | $50,000 | Sponsorship of Leadership Conferences | |
| LULAC Institute Inc | ||||||||
| 201 East Main Ste 605 | El Paso | TX | 79901 | 522072106 | 501(C)(3) | $55,000 | Donation to support Latinos Living Healty Program | |
| Milken Institute | ||||||||
| 1250 4th Street 2nd Fl | Santa Monica | CA | 90401 | 954240775 | 501(C)(3) | $50,000 | General support | |
| Montanans for Free and Fair Elections | ||||||||
| 500 N Higgins Avenue Ste 103 | Missoula | MT | 59802 | 462559616 | $10,000 | Donation to organization for efforts to oppose Legislative Referendum 126 | ||
| Montgomery County Commission for Women | ||||||||
| 21 Maryland Avenue Ste 330 | Rockville | MD | 20850 | 526009800 | $7,500 | Support for the 2014 Women's Leadership BriefingSponsorship of the 2014 Women's Legislative Briefing | ||
| National Association of Regulatory Utilities | ||||||||
| 1101 Vermont Avenue Ste 200 | Washington | DC | 20005 | 530204609 | 501(C)(4) | $25,500 | Sponsorship of events | |
| National Association of Hispanic Nurses | ||||||||
| PO Box 67545 | Phoenix | AZ | 85082 | 860804548 | 501(C)(3) | $10,000 | Sponsorship to support "Educating Multicultural Communities on the Patient Protetion & Affordable Care Act" | |
| National Forum of State Nursing Workforce Centers | ||||||||
| 3520 Okemos Road Ste6-160 | Okemos | MI | 48864 | 461452701 | 501(C)(3) | $10,000 | Donation for NFSNWC's Annual Conference | |
| National Hispanic Caucus of State Legislators | ||||||||
| 444 N Capitol St NW Ste 404 | Washington | DC | 20001 | 841168319 | 501(C)(3) | $25,000 | Annual Memebership for the Business Board of Advisors | |
| National Hispanic Foundation for the Arts | ||||||||
| 1128 16th Street NW | Washington | DC | 20036 | 522055110 | 501(C)(3) | $20,000 | Sponsorship of Annual Gala | |
| National Hispanic Leadership Agenda Inc | ||||||||
| 815 16th Street NW 3rd Fl LCLAA | Washington | DC | 20006 | 521729201 | 501(C)(3) | $60,000 | Funding to support various Hispanic Heritage Month outreach events | |
| National Institute on Teacher Retirement | ||||||||
| 1612 K Street NW Ste 500 | Washington | DC | 20006 | 208705822 | 501(C)(3) | $10,000 | General support | |
| National Quality Forum | ||||||||
| 1030 15th Street NW Ste 800 | washington | DC | 20005 | 522175544 | 501(C)(3) | $15,000 | Sponsorship of the 2014 annual conference and membership meeting | |
| National Coalition of Black Women Inc | ||||||||
| 1925 Adam C Powell Jr Blvd Ste 1L | New York | NY | 10026 | 133341206 | 501(C)(3) | $15,000 | Funding to support the 2014 Financial Security and Health and Wellness project | |
| National Coalition on Health Care | ||||||||
| 1030 15th Street NW Ste 698 | Washington | DC | 20005 | 521687849 | 501(C)(3) | $45,000 | General support | |
| Nevada Womens Fund | ||||||||
| 770 Smithridge Drive Ste 300 | Reno | NV | 89502 | 942860375 | 501(C)(3) | $10,000 | Donation to establish a scholarship fund for Women 50+. | |
| Newport City Renaissance Corp | ||||||||
| 194 Main Street Ste 208 | Newport | VT | 05855 | 450565353 | 501(C)(6) | $6,000 | General supportGeneral support | |
| North Carolina Institute of Medicine | ||||||||
| 630 Davis Drive Ste 100 | Morrisville | NC | 27560 | 967116093 | state agency | $25,000 | Grant to develop a plan for caring for people with alzheimers disease. | |
| Pension Rights Center | ||||||||
| 1350 Connecticut Ave NE Ste 206 | Washington | DC | 20036 | 521059121 | 501(C)(3) | $30,000 | Support to promote state-administered retirement plans for private-sector employees. | |
| San Diego Fire Rescue Foundation | ||||||||
| PO Box 235837 | Encinitas | CA | 92023 | 203461105 | 501(C)(3) | $10,000 | General support | |
| Sister to Sister Everyone has a Heart Foundation Inc | ||||||||
| 4701 Willard Avenue 221 | Chevy Chase | MD | 20815 | 522276395 | 501(C)(3) | $15,000 | General support | |
| Skinner Leadership Institute | ||||||||
| 5875 Solomons Island Road | Tracys Landing | MD | 20779 | 521830868 | 501(C)(3) | $35,000 | General support | |
| Smart Growth America | ||||||||
| 1707 L Street NW Ste 250 | Washington | DC | 20036 | 270038938 | 501(C)(3) | $15,000 | General support | |
| The Columbia Aging Center | ||||||||
| 722 West 168th Street | New York | NY | 10032 | 135598093 | 501(C)(3) | $6,000 | General support | |
| University District Development Corporation | ||||||||
| 2801 S University Avenue | Little Rock | AR | 72204 | 262424174 | 501(C)(3) | $9,585 | Grant to promote the Community Presence Project | |
| Virginia Food System Council | ||||||||
| 1401 River Oaks Ridge | Charlottesville | VA | 22901 | 271649373 | 501(C)(3) | $10,100 | General support | |
| National Employment Law Project | ||||||||
| 75 Maiden Lane Ste 601 | New York | NY | 10038 | 132758558 | 501(C)(3) | $47,706 | Grant to support research on unemployment insurance for family caregivers. | |
| Mathematica Policy Research Inc | ||||||||
| PO Box 2393 | Princton | NJ | 08543 | 222112296 | Corporation | $44,951 | 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. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 50 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part II | FormAndLineReferenceDesc |
| Explanation | AARP'S Public Outreach Office requires all departments to submit a two-page form detailing the donee organization, its mission, and how the contribution will support AARP's goals. The Public Outreach Office approves and tracks the contribution requests that best leverage relationships and advance AARP's mission. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| 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 |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (20 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jo Ann Jenkins | ||||||||||||||
| CEO 9/14, COO until 9/14 | $502,692 | $0 | $115,926 | $0 | $10,840 | $0 | $51,922 | $0 | $18,297 | $0 | $699,677 | $0 | $0 | $0 |
| Addison B Rand | ||||||||||||||
| CEO until 9/1/2014 | $909,185 | $0 | $245,383 | $0 | $474,264 | $0 | $51,922 | $0 | $17,535 | $0 | $1,698,289 | $0 | $302,500 | $0 |
| Robert R Hagans Jr | ||||||||||||||
| Chief Financial Officer | $373,117 | $0 | $49,412 | $0 | $3,804 | $0 | $51,922 | $0 | $18,298 | $0 | $496,553 | $0 | $0 | $0 |
| Nancy A LeaMond | ||||||||||||||
| EVP State and National Gro | $479,357 | $0 | $148,051 | $0 | $3,804 | $0 | $51,922 | $0 | $1,914 | $0 | $685,048 | $0 | $0 | $0 |
| Emilio Pardo | ||||||||||||||
| EVP & Chief Brand Officer | $394,684 | $0 | $155,272 | $0 | $1,482 | $0 | $45,207 | $0 | $11,772 | $0 | $608,417 | $0 | $0 | $0 |
| Steven Cone | ||||||||||||||
| EVP Integrated Value & Str | $386,152 | $0 | $112,293 | $0 | $3,564 | $0 | $41,522 | $0 | $11,472 | $0 | $555,003 | $0 | $0 | $0 |
| Kevin Donnellan | ||||||||||||||
| EVP & Chief of Staff | $345,519 | $0 | $99,257 | $0 | $2,562 | $0 | $51,922 | $0 | $11,472 | $0 | $510,732 | $0 | $0 | $0 |
| Cynthia Lewin | ||||||||||||||
| EVP & General Counsel | $334,974 | $0 | $95,208 | $0 | $2,300 | $0 | $51,922 | $0 | $18,626 | $0 | $503,030 | $0 | $0 | $0 |
| Nancy Smith | ||||||||||||||
| EVP & Corporate Secretary | $322,584 | $0 | $95,805 | $0 | $2,481 | $0 | $49,322 | $0 | $1,889 | $0 | $472,081 | $0 | $0 | $0 |
| Lorraine Cortes-Vazquez | ||||||||||||||
| EVP Multi Market & Engagem | $309,445 | $0 | $85,837 | $0 | $3,585 | $0 | $51,922 | $0 | $11,418 | $0 | $462,207 | $0 | $0 | $0 |
| Debra Whitman | ||||||||||||||
| EVP Policy & International | $304,702 | $0 | $87,820 | $0 | $729 | $0 | $51,922 | $0 | $18,229 | $0 | $463,402 | $0 | $0 | $0 |
| Terry Bradwell | ||||||||||||||
| EVP Chief Information Officer | $279,300 | $0 | $80,416 | $0 | $1,020 | $0 | $41,522 | $0 | $11,342 | $0 | $413,600 | $0 | $0 | $0 |
| Harroll Backus | ||||||||||||||
| EVP States and Communities | $272,576 | $0 | $74,880 | $0 | $2,874 | $0 | $51,922 | $0 | $11,325 | $0 | $413,577 | $0 | $0 | $0 |
| Richard Randazzo | ||||||||||||||
| EVP Chief Human Resources | $197,813 | $0 | $107,169 | $0 | $19,283 | $0 | $51,922 | $0 | $6,693 | $0 | $382,880 | $0 | $0 | $0 |
| Scott Frisch | ||||||||||||||
| EVP & COO as of 10/1/14 | $46,538 | $254,057 | $0 | $77,719 | $213 | $601 | $0 | $51,922 | $3,038 | $15,181 | $49,789 | $399,480 | $0 | $0 |
| Melvin Radowitz | ||||||||||||||
| Associate General Counsel | $145,893 | $0 | $53,426 | $0 | $260,965 | $0 | $39,804 | $0 | $4,254 | $0 | $504,342 | $0 | $0 | $0 |
| John Edward Ellison | ||||||||||||||
| SVP - Treasurer | $52,020 | $0 | $59,842 | $0 | $299,694 | $0 | $22,339 | $0 | $1,399 | $0 | $435,294 | $0 | $0 | $0 |
| Michael Schuster | ||||||||||||||
| Associate General Counsel | $67,978 | $0 | $57,967 | $0 | $275,863 | $0 | $25,151 | $0 | $5,265 | $0 | $432,224 | $0 | $0 | $0 |
| Myrna Blyth | ||||||||||||||
| SVP Editorial Director | $316,228 | $0 | $80,759 | $0 | $10,503 | $0 | $51,922 | $0 | $1,874 | $0 | $461,286 | $0 | $0 | $0 |
| Lynn Mento | ||||||||||||||
| SVP 50+ Member Experience | $291,595 | $0 | $71,279 | $0 | $1,431 | $0 | $51,922 | $0 | $1,461 | $0 | $417,688 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2014, 11 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 2014: Jo Ann Jenkins: 1) group-term life and supplemental life insurance policy, premiums paid by AARP in 2014 were $7,247.00; 2) spousal travel of $3,352.51; and 3) parking benefits of $240.00 All items were treated as taxable compensation to Ms. Jenkins in 2014. Addison B. Rand: 1) supplemental retirement payment of $388,188.00; 2) vacation and health insurance payment of $57,191.55; 3) group-term life and supplemental life insurance policy, premiums paid by AARP in 2014 were $23,062.64; 4) spousal travel of $5,486.52; and 5) parking and miscellaneous benefits of $335.49 All items were treated as taxable compensation to Mr. Rand in 2014. |
| Part I, Lines 4a-b | Melvin Radowitz received a separation package in the amount of $238,340.56 in 2014. John Ellison received a separation package in the amount of of $272,186.79 in 2014. Michael Schuster received a separation package in the amount of $260,424.39 in 2014. Barry Rand recieved a supplemental retirement payment in the amount of $388,188.00 in 2014. |
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| Form 990, Part VII, Section B, Line 1 | Based on a confidentiality provision in the contract with Hendrick Motorsports, the amount paid by AARP cannot be disclosed. |
| Form 990, Part IX, line 11g | Consulting and Professional Services: Program service expenses 117,541,030. Management and general expenses 29,055,287. Fundraising expenses 59,191. Total expenses 146,655,508. Member Call Centers: Program service expenses 16,731,249. Management and general expenses 48,798. Fundraising expenses 0. Total expenses 16,780,047. |
| Form 990, Part XI, line 9: | Actuarial adjustment to pension plan discount rate -185,351,451. |
| 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| AARP Properties LLC | |||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | Real estate holding company | DE | $0 | $122,843,859 | AARP |
| AARP 650 F 2-3 LLC | |||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | Real estate holding company | DE | $0 | $13,883,236 | AARP |
| AARP 650 F 4-5 LLC | |||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | Real estate holding company | DE | $0 | $12,910,038 | AARP |
| AARP Carson Place LLC | |||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | Real estate holding company | DE | $0 | $0 | AARP |
| AARP Watson Plaza LLC | |||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | Real estate holding company | DE | $0 | $19,072,996 | AARP |
| AARP Andrus Insurance Fund LLC | |||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | Insurance captive | DC | $1,225,277 | $5,361,698 | AARP |
| Life Reimagined LLC | |||||||||
| 601 E Street NW | Washington | DC | 20049 | 462850578 | Assist people in transitioning their lives to reach their personal goals | DC | $217,880 | $14,271,967 | AARP |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (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 | Yes (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 | Yes (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 | Yes (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 | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AARP Financial Services Corporation | ||||||||||||
| 601 E Street NW | Washington | DC | 20049 | 521367607 | Real estate holding company | DE | AARP | C | $1,254,292 | $8,759,846 | 1.00000 | Yes (1) |
| AARP Services Inc (consolidated) | ||||||||||||
| 650 F Street NW | Washington | DC | 20004 | 522141065 | Quality control and research | DE | AARP | C | $119,373,763 | $87,837,527 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | 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 | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (27 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP Foundation (cash contributions) | ||
| B | $14,459,597 | cash paid |
| AARP Foundation (subgrants for charitable activities) | ||
| C | $5,822,895 | grant agreements |
| AARP Foundation (bond standby agreement) | ||
| D | $25,000,000 | in the event of default |
| AARP Foundation (in-kind shared services) | ||
| L | $18,091,058 | allocable costs incurred |
| AARP Foundation (in-kind advertising) | ||
| L | $4,599,780 | publication space FMV |
| AARP Foundation (telephone) | ||
| Q | $5,544 | costs incurred |
| AARP Foundation (building maintenance) | ||
| Q | $673,183 | costs incurred |
| AARP Foundation (mailing list) | ||
| N | $0 | see supplemental information |
| AARP Foundation (dual employee reimbursement) | ||
| P | $306,420 | actual salaries for time reported |
| AARP Foundation (16k national event and 25k annual fee line of credit) | ||
| S | $41,250 | cash paid |
| AARP Foundation (worker's compensation insurance) | ||
| S | $425,503 | cash paid |
| Legal Counsel for the Elderly (cash contributions) | ||
| B | $2,481,084 | cash paid |
| Legal Counsel for the Elderly (in-kind contributions) | ||
| L | $3,064,192 | allocable costs incurred |
| Legal Counsel for the Elderly (in-kind rent) | ||
| N | $395,371 | costs incurred |
| Legal Counsel for the Elderly (telephone) | ||
| Q | $3,713 | costs incurred |
| AARP Experience Corps (cash contributions) | ||
| B | $3,255,942 | cash paid |
| AARP Experience Corps (in-kind shared services) | ||
| L | $3,883,026 | allocable costs incurred |
| AARP Experience Corps (in-kind rent) | ||
| N | $188,383 | costs incurred |
| AARP Experience Corps (telephone) | ||
| Q | $1,006 | costs incurred |
| AARP Services Inc (advertising space) | ||
| L | $3,029,759 | FMV |
| AARP Services Inc (shared services) | ||
| Q | $14,864,308 | costs incurred |
| AARP Services Inc | ||
| M | $71,091,958 | FMV |
| AARP Services Inc (rent) | ||
| A | $3,146,964 | costs incurred |
| AARP Services Inc (telephone member event) | ||
| Q | $81,576 | FMV |
| AARP Services Inc (reimburse for pension plan contribution) | ||
| S | $1,631,435 | portion of plan funding |
| AARP Services Inc (reimburse for post retirement health benefit) | ||
| S | $257,478 | portion of plan funding |
| AARP Insurance Plan | ||
| S | $431,925,005 | see Schedule O |
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