2014-10-20T10:30:11-05:00 2013-12-31 990 2013-01-01 263698436 EXPERIENCE CORPS EXPE 2024346400 601 E STREET NW C/O TAX DEPARTMENT WASHINGTON DC 20049 LESTER STRONG VICE PRESIDENT 2024346400 2014-10-14 2013 2015-11-30 17:44:51Z X AARP EXPERIENCE CORPS LESTER STRONG 601 E STREET NW C/O TAX DEPARTMENT WASHINGTON DC 20049 6849787 0 X WWW.EXPERIENCECORPS.ORG X 2008 DC ENGAGE OLDER ADULTS AGED 50+ AS TUTORS AND MENTORS FOR CHILDREN IN SCHOOLS NATIONWIDE. 4 4 56 1068 0 0 8559313 6108973 327483 738033 0 1234 0 1547 8886796 6849787 1996096 1854753 0 0 1428718 4832184 9450 49575 143551 2382649 1931325 5816913 8667837 3069883 -1818050 4557872 3609939 800318 1670435 3757554 1939504 X EXPERIENCE CORPS IS ORGANIZED FOR THE CHARITABLE AND EDUCATIONAL PURPOSES OF ENGAGING EXPERIENCED ADULTS IN HIGH-IMPACT COMMUNITY SERVICE AND LEADERSHIP ACTIVITIES, AND PROMOTING THE IMPORTANCE OF THE CONTRIBUTIONS THAT THESE INDIVIDUALS MAKE TO THEIR COMMUNITIES. 0 0 6957414 1854753 738033 VOLUNTEERS AGE 50+ PROVIDE AWARD-WINNING ACADEMIC MENTORING AND TUTORING ASSISTANCE TO CHILDREN IN KINDERGARTEN THROUGH THIRD GRADE IN 20 CITIES ACROSS THE COUNTRY. A RESEARCH STUDY PERFORMED BY WASHINGTON UNIVERSITY IN ST. LOUIS SHOWS THAT STUDENTS WHO WORK WITH AN EXPERIENCE CORPS TUTOR FOR A SINGLE SCHOOL YEAR EXPERIENCE MORE THAN 60% GREATER GAINS IN TWO CRITICAL LITERACY BUILDING BLOCKS - SOUNDING OUT NEW WORDS AND READING COMPREHENSION - COMPARED TO SIMILAR STUDENTS WHO WERE NOT SERVED BY EXPERIENCE CORPS. THE PROGRAM IS A PROVEN LITERACY INTERVENTION THAT SERVES THE NEEDIEST CHILDREN AND THOSE WHO ARE AT THE HIGHEST RISK OF ACADEMIC FAILURE AND HIGH-RISK BEHAVIOR.EXPERIENCE CORPS PROMOTES THE VALUABLE CONTRIBUTIONS AND IMPACT THAT THE ORGANIZATION'S VOLUNTEERS MAKE TO THEIR COMMUNITIES. EVIDENCE-BASED RESEARCH STUDIES CONDUCTED BY WASHINGTON UNIVERSITY IN ST. LOUIS AND JOHNS HOPKINS UNIVERSITY SHOWS THAT OLDER AMERICANS CAN DELAY OR ACTUALLY REVERSE BRAIN-AGING AT A NEUROLOGICAL LEVEL BY TUTORING YOUNG CHILDREN IN READING AND MATH. 6957414 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 1 56 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA DC IL MD NY PA X X AARP 2024346755 601 E STREET NW WASHINGTON DC 20049 MARTIN W RODGERS BOARD CHAIRMAN 1.00 X 0 0 0 PHIL ZARLENGO VICE CHAIRMAN 1.00 X 0 0 0 WENDY ZENKER TREASURER 1.00 X 0 0 0 GEORGE ROWAN SECRETARY (UNTIL 11/19/13) 1.00 X 0 0 0 LESTER STRONG VICE PRESIDENT 49.00 X 105644 149220 83591 DANA KRUG SECRETARY (AS OF 11/19/13)/MGR FIN & CORP GOVERN 45.00 X 54293 61321 37207 BARBARA QUAINTANCE MANAGING DIRECTOR 50.00 X 285972 0 85560 LAURA CHAMBERS DIRECTOR OF FIELD SERVICES 44.00 X 168268 0 45638 SUSAN SIEGEL MANAGER ED & EVALUATION 40.00 X 141469 0 38875 MARISA JENSEN DEVELOPMENT DIRECTOR 43.00 X 15001 105570 32745 WILLIAM ROMANI BRANCH DIRECTOR - BALTIMORE CITY 40.00 X 112170 0 36371 DEBORAH JAQUITH SR COMMUNICATIONS ADVISOR 43.00 X 100638 11609 35658 CATHERINE MESAROS BRANCH DIRECTOR - PHILADELPHIA 52.00 X 106744 0 34512 JULIE HECKER FIELD ADVISOR 40.00 X 103909 0 45469 1194108 327720 475626 6 0 1 0 ALLSOURCE PPS AGILE 1 CORPORATE 1999 WEST 190TH S TORRANCE CA 90504 TEMPORARY STAFFING AGENCY 186684 SMARTER LEARNING GROUP 4011 YOKE DRIVE HAMPSTEAD MD 21074 CONSULTING FIRM 102616 N STREET STRATEGIES LLC 3220 N STREET NW STE 310 WASHINGTON DC 20007 BUSINESS CONSULTING FIRM 101125 3 25741 2353311 2251193 1478728 6108973 SCHOOL CONTRACT FEES 900099 738033 738033 738033 1234 1234 MISCELLANEOUS REVENUE 900099 1547 1547 1547 6849787 738033 0 2781 977950 977950 876803 876803 954919 447666 491553 15700 3049104 2651700 357299 40105 69852 63905 5947 488150 375817 110312 2021 270159 210525 58184 1450 67375 67375 49575 49575 664514 272115 392399 64127 60627 3500 67802 48248 19554 140 140 142015 140783 1232 152909 131213 20223 1473 124136 109033 15023 80 1855 1855 969 969 VOLUNTEER EXPENSES 429970 428955 1015 PRINTING & POSTAGE 87762 83731 140 3891 MISCELLANEOUS EXPENSES 63428 20134 14038 29256 TELECOMMUNICATION EXPEN 45824 39776 6048 18499 16578 1921 8667837 6957414 1566872 143551 X 1199391 2491597 3349635 1014461 5548 22131 1855 0 20276 3298 83605 4557872 3609939 579617 1409102 220701 261333 800318 1670435 X 3366841 1716324 390713 223180 3757554 1939504 4557872 3609939 -1818050 0 X 0 1 X 1 1 1 X 1816641 3638219 5329626 8559313 6847006 26190805 1816641 3638219 5329626 8559313 6847006 26190805 7862533 18328272 120 1239 24235 1234 26828 332 400 1547 2279 26219912 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22131 1855 20276 20276 X 11083260 4233473 4233473 6849787 0 6849787 12901310 4233473 4233473 8667837 0 8667837 PART X, LINE 2: FOR FINANCIAL STATEMENT PURPOSES, EXPERIENCE CORPS IS REQUIRED TO RECORD A LIABILITY FOR ANY MATERIAL TAX POSITION TAKEN WHICH DOES NOT MEET THE MINIMUM THRESHOLDS OF "MORE LIKELY THAN NOT" TO BE SUCCESSFUL UNDER REGULATORY CHALLENGE. NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN 2013 OR 2012 SINCE MANAGEMENT BELIEVES THERE IS NO MATERIAL UNRELATED BUSINESS INCOME OR MATERIAL UNCERTAIN TAX POSITIONS REQUIRING THE RECOGNITION OF A LIABILITY. X X X X 1 BUTTON MCHALE CONSULTING 752 CROOKED LANE KING OF PRUSSIA PA 19406 FUNDRAISING COUNSEL 0 0 49575 -49575 49575 -49575 CA DC IL MD NY PA 1 ASPIRANET 400 OYSTER POINT BLVD STE 501 SOUTH SAN FRANCISCO CA 94080 942442955 501(C)(3) 154517 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS CARVER COMMUNITY ORGANIZATION INC 400 SE 8TH ST EVANSVILLE IN 47713 350869030 501(C)(3) 6599 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS COMMUNITY SERVICE SOCIETY OF NEW YORK 105 E 22ND ST NEW YORK NY 10010 135562202 501(C)(3) 78211 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS GENERATIONS INCORPORATED 25 KINGSTON ST 4TH FL BOSTON MA 02111 043227007 501(C)(3) 453348 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS GREATER CLEVELAND VOLUNTEERS 4415 EUCLID AVE STE 200 CLEVELAND OH 44103 341356768 501(C)(3) 61616 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS METROPOLITAN FAMILY SERVICES 1808 SE BELMONT ST PORTLAND OR 97214 930397825 501(C)(3) 85007 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS VOLUNTEERS OF AMERICA - MN 7625 METRO BLVD MINNEAPOLIS MN 55439 411554078 501(C)(3) 133156 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS 7 0 MENTORING AND TUTORING STIPENDS AND ENROLLEE WAGES 1068 876803 PART I, LINE 2: PART 1, LINE 2: EXPERIENCE CORPS MAKE DISTRIBUTIONS TO ORGANIZATIONS IN THE FORM OF GRANTS. ANY GRANTEE IS REQUIRED TO SIGN A GRANT AGREEMENT THAT ACKNOWLEDGES EXPERIENCE CORPS AUTHORITY TO WITHHOLD AND/OR RECOVER GRANT FUNDS IN CASE SUCH FUNDS ARE, OR APPEAR TO BE, MISUSED. THE AGREEMENT REQUIRES THE GRANTEE TO USE THE FUNDS ONLY FOR THE PURPOSES OF THE GRANT, TO RETURN ANY FUNDS NOT SO EXPENDED, AND TO SUBMIT REPORTS TO EXPERIENCE CORPS AT SPECIFIED INTERVALS REGARDING THE GRANTEE'S PROGRESS TOWARD ACHIEVING THE GRANT PURPOSES, AND AN ACCOUNTING OF HOW GRANT FUNDS WERE USED. WHEN EXPERIENCE CORPS MAKES GRANTS TO ORGANIZATIONS, IT KEEPS APPROPRIATE RECORDS AND CASE HISTORIES TO SHOW (1) THE NAME AND ADDRESS OF THE RECIPIENT; (2) THE AMOUNT DISTRIBUTED TO EACH; (3) THE PURPOSE FOR WHICH THE AID WAS GIVEN;(4) THE MANNER IN WHICH THE RECIPIENT WAS SELECTED; (5) THE RELATIONSHIP, IF ANY, BETWEEN THE RECIPIENT AND (A) MEMBERS, OFFICERS, OR TRUSTEES OF THE EXPERIENCE CORPS; (B) THE GRANTOR OR SUBSTANTIAL CONTRIBUTOR TO THE EXPERIENCE CORPS OR A MEMBER OF THE FAMILY OF EITHER; AND (C) A CORPORATION CONTROLLED BY A GRANTOR OR SUBSTANTIAL CONTRIBUTOR. X X 0 0 0 1 1 0 0 0 0 LESTER STRONG VICE PRESIDENT 104599 103261 0 44931 1045 1028 3661 62445 8746 8739 118051 220404 0 0 DANA KRUG SECRETARY (AS OF 11/19/13)/MGR FIN & 53907 49639 0 11551 386 131 2156 28517 3277 3257 59726 93095 0 0 BARBARA QUAINTANCE MANAGING DIRECTOR 232509 0 51525 0 1938 0 10200 57758 17602 0 313774 57758 0 0 LAURA CHAMBERS DIRECTOR OF FIELD SERVICES 147847 0 19947 0 474 0 6712 38005 921 0 175901 38005 0 0 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 A, LINE 4 THE BYLAWS WERE CHANGED IN 2013 TO INCLUDE THE FOLLOWING: 1. THE EXPERIENCE CORPS BOARD HAS BEEN EXPANDED TO ALLOW UP TO 9 DIRECTORS. THE BOARD PREVIOUSLY CONSISTED OF 4 DIRECTORS. 2. A CLAUSE HAS BEEN ADDED THAT A DIRECTOR CAN SERVE NO MORE THAN 3 TWO-YEAR TERMS ON THE BOARD. 3. THE CORPORATE OFFICERS ARE: A) CHIEF EXECUTIVE OFFICER (APPOINTED BY THE BOARD OF DIRECTORS), B) CHIEF FINANCIAL OFFICER (APPOINTED BY THE CHIEF EXECUTIVE OFFICER), AND C) ANY OTHER CORPORATE OFFICER (APPOINTED BY THE CHIEF EXECUTIVE OFFICER) FORM 990, PART VI, SECTION A, LINE 7A THE AARP EXPERIENCE CORPS BOARD MEMBERS ARE CHOSEN BY THE BOARD OF DIRECTORS OF AARP. IN THE EVENT OF A VACANCY, THE VACANCY IS FILLED BY THE AARP BOARD OF DIRECTORS OR ITS DESIGNEE. FORM 990, PART VI, SECTION B, LINE 11 AS PART OF THE SHARED SERVICES AGREEMENT WITH AARP, THE FORM 990 FOR EXPERIENCE CORPS IS PREPARED AND REVIEWED IN AARP'S INTERNAL TAX DEPARTMENT AND REVIEWED BY EXPERIENCE CORPS' MANAGER OF FINANCE AND CORPORATE GOVERNANCE, THE VICE PRESIDENT AND OTHER INTERNAL REVIEWERS. THE FORM 990 IS THEN PROVIDED TO THE EXPERIENCE CORPS BOARD OF DIRECTORS. ONCE ALL REVIEWS ARE COMPLETE, THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS AND EMPLOYEES (INCLUDING OFFICERS) ARE REQUIRED TO REVIEW THE CODE OF CONDUCT, FORMALLY ACKNOWLEDGE THEIR UNDERSTANDING OF THE CODE, AND DISCLOSE ANY REAL OR POTENTIAL CONFLICTS OF INTEREST. DISCLOSURES ARE REVIEWED BY APPROPRIATE MANAGEMENT (OR IN THE CASE OF A BOARD MEMBER, THE BOARD CHAIR, AND IF NECESSARY, THE BOARD OF DIRECTORS), AND THE CHIEF ETHICS & COMPLIANCE OFFICE. THE APPROPRIATE RESOLUTION PLAN IS IMPLEMENTED (FOR EXAMPLE, RECUSAL FROM PARTICIPATING IN ANY DELIBERATIONS AND DECISIONS RELEVANT TO THE DISCLOSURE). THE CHIEF ETHICS & COMPLIANCE OFFICE MONITORS COMPLIANCE WITH THESE REQUIREMENTS AND ENSURES PROPER FOLLOW-UP AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 THROUGH ITS SHARED SERVICES AGREEMENT WITH AARP, EXPERIENCE CORPS PARTICIPATES IN AARP'S ENTERPRISE-WIDE COMPENSATION REVIEWS. AARP HAS A COMPETITIVE POSITION IN THE MARKETPLACE THAT CONSIDERS RELEVANT FOR-PROFIT AND NOT-FOR-PROFIT DATA SINCE THIS IS THE LANDSCAPE IN WHICH AARP AND ITS AFFILIATES COMPETE FOR TALENT. ESTABLISHING THE APPROPRIATE COMPENSATION FOR POSITIONS AND JOBS CONSIDERS EXTERNAL MARKET PRICING (WHERE POSSIBLE) FROM AN INDEPENDENT, THIRD PARTY COMPENSATION CONSULTING FIRM, INTERNAL CRITERIA, AND AN INDIVIDUAL'S ACTUAL PERFORMANCE AND CONTRIBUTION. INTERNAL CRITERIA IS BASED ON A STANDARD APPROACH THAT MEASURES THE INTERNAL VALUE OF POSITIONS, INCLUDING: COMPLEXITY AND SCOPE OF RESPONSIBILITY, SKILL SET AND COMPETENCIES, EDUCATION AND EXPERIENCE, AND THE REPORTING RELATIONSHIP OF THE POSITION. AN INDIVIDUAL'S ACTUAL PERFORMANCE AND CONTRIBUTION IS MEASURED THROUGH AARP'S PERFORMANCE MANAGEMENT APPROACH AND THEN REWARDED THROUGH AARP'S ANNUAL BASE PAY MERIT AND INCENTIVE AWARD PROGRAMS. THIS PROCESS APPLIES TO ALL EMPLOYEES OF EXPERIENCE CORPS. FORM 990, PART VI, SECTION C, LINE 19 EXPERIENCE CORPS MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO EXPERIENCE CORPS' MANAGER OF FINANCE & CORPORATE GOVERNANCE. EXPERIENCE CORPS MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO EXPERIENCE CORPS' MANAGER OF FINANCE AND CORPORATE GOVERNANCE. AARP INC 601 E STREET NW WASHINGTON DC 20049 951985500 ENHANCE QUALITY OF LIFE FOR PEOPLE 50+ DC 501(C)(4) N/A 0 AARP FOUNDATION 601 E STREET NW WASHINGTON DC 20049 520794300 FOUNDATION DEDICATED TO PERSONS 50+ AT SOCIAL AND ECONOMIC RISK DC 501(C)(3) 509(A)(1) AARP 0 LEGAL COUNSEL FOR THE ELDERLY 601 E STREET NW WASHINGTON DC 20049 521194741 PROVIDE FREE OR LOW COST LEGAL ASSISTANCE AND EDUCATION TO DC ELDERLY DC 501(C)(3) 509(A)(1) AARP 0 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 0 AARP FINANCIAL SERVICES CORPORATION 601 E STREET NW WASHINGTON DC 20049 521367607 REAL ESTATE HOLDING COMPANY DE AARP C 0 AARP SERVICES INC (CONSOLIDATED) 650 F STREET NW WASHINGTON DC 20004 522141065 QUALITY CONTROL AND RESEARCH DE AARP C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 AARP INC (CASH CONTRIBUTIONS) C 2353311 CASH PAID AARP INC (IN-KIND SHARED SERVICES) M 3652849 ALLOCABLE COSTS INCURRED AARP INC (IN-KIND RENT) N 514273 COSTS INCURRED AARP INC (PRINTING POSTAGE TELEPHONE) P 41983 COSTS INCURRED