AARP FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AARP FOUNDATION (EIN 52-0794300)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-30
IRS object ID
201421819349300257
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-06-30T08:54:16-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520794300EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AARP FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlAARPBusinessNameControlTxt
Phone2024343399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E Street NW Tax DeptAddressLine1
CityWashingtonCity
StateDCState
ZIP Code20049ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLisa Marsh RyersonPersonNm
Person TitlePresidentPersonTitleTxt
Phone2024343399PhoneNum
Signature2014-06-26SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLisa Marsh RyersonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E Street NW Tax DeptAddressLine1
CityWashingtonCity
StateDCState
ZIP Code20049ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$191,195,778GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.aarp.org/foundationWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1961FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionA country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation is dedicated to serving vulnerable older people aged 50 and older by creating solutions that help them secure the essentials - food, housing, income and personal connection.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee208TotalEmployeeCnt
Total Volunteers41404TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$140,838,496PYContributionsGrantsAmt
CY Contributions Grants$141,215,603CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,146,679PYInvestmentIncomeAmt
CY Investment Income$2,994,156CYInvestmentIncomeAmt
PY Other Revenue$276,483PYOtherRevenueAmt
CY Other Revenue$443,533CYOtherRevenueAmt
PY Total Revenue$142,261,658PYTotalRevenueAmt
CY Total Revenue$144,653,292CYTotalRevenueAmt
PY Grants And Similar Paid$73,415,584PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$70,656,367CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$27,602,035PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$28,440,765CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,139,537PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$973,832CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,820,512CYTotalFundraisingExpenseAmt
PY Other Expenses$38,163,461PYOtherExpensesAmt
CY Other Expenses$42,673,990CYOtherExpensesAmt
PY Total Expenses$140,320,617PYTotalExpensesAmt
CY Total Expenses$142,744,954CYTotalExpensesAmt
PY Revenues Less Expenses$1,941,041PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,908,338CYRevenuesLessExpensesAmt
Total Assets BOY$120,780,906TotalAssetsBOYAmt
Total Assets EOY$132,599,058TotalAssetsEOYAmt
Total Liabilities BOY$49,735,932TotalLiabilitiesBOYAmt
Total Liabilities EOY$54,221,480TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$71,044,974NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$78,377,578NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionA country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation wants to win back opportunity for those now in crisis,so thousands of vulnerable low-income Americans 50+ can regain theirfoothold, continue to serve as anchors for their families andcommunities and ensure that their best life is still within reach.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$67,506,650ExpenseAmt
Grant$52,096,832GrantAmt
DescThe Senior Community Service Employment Program (SCSEP)-SCSEP is administered by the Department of Labor. The purposes of SCSEP are to foster individual economic self-sufficiency and promote useful part-time opportunities in community service assignments for unemployed low-income persons who are 55 years of age or older, particularly persons who have poor employment prospects, and to increase the number of older persons who may enjoy the benefits of unsubsidized employment in both the public and private sectors. In program year 2012/2013 more than 13,000 people were served. www.aarpworksearch.orgDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$9,474,139ExpenseAmt
DescTax Aide-AARP Foundation Tax-Aide is the nation's largest, free, volunteer-run tax preparation and assistance service. It is available to low- and moderate-income taxpayers with special attention to those aged 60 and older. In 2013, more than 35,000 AARP Foundation trained and IRS certified volunteers helped over 2.6 million people file their taxes. Sites were open late January/early February-April 15 for face-to-face service and online assistance was available throughout the rest of the year. Other 2013 highlights include putting $245 million in the pockets of those who need it by filing 211,000 EITC returns and achieving a 97% e-filing rate which increase both accuracy of returns prepared and the speed of refunds to taxpayers. www.aarp.org/taxaideDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,952,455ExpenseAmt
Grant$2,802,105GrantAmt
DescHunger-AARP Foundation's Hunger Impact Area is dedicated to ending hunger among older Americans (50+) by raising national awareness, providing short-term support, increasing enrollment in SNAP (the federally funded Supplemental Nutrition Assistance Program), developing long-term sustainable solutions to address root causes, and commissioning research to address some of the gaps in what we know about older adult hunger. In 2013, the Hunger Impact Area continued its national awareness campaign as part of the Drive to End Hunger Initiative with AARP. This initiative provided over 13.5 million meals through food and funds donated to local hunger relief organizations. The hunger initiative also assisted in processing over 20,000 SNAP application submissions; awarding grants to local, regional and national organizations to support the development of sustainable solutions to hunger among older adults; and convened several experts and advocates through sponsorship of summits such as No Mas Hambre and the Anti-Hunger Policy Conference to explore new ways to impact food insecurity among older adults. www.drivetoendhunger.org; www.aarp.org/hunger.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)

ExpenseExpenseAmtDescDescGrantGrantAmt
$4,584,681Litigation-The AARP Foundation Litigation (AFL) works to protect and preserve the legal rights of individuals aged 50+ by representing them in significant court cases and by writing AARP's amicus curiae ("friend of the court") briefs. Legal advocacy focuses on widespread practices or policies of industry, business, or government that affect older Americans day-to-day lives including age and disability discrimination in employment , pensions, financial fraud including predatory lending, health and long-term care, disability, and government and public benefits. www.aarp.org/aarp-foundation/legal_advocacy/
$1,952,920BACK TO WORK 50+AARP Foundation launched BACK TO WORK 50+ to increase the services and resources available to 50+ job candidates nationally and in communities and to facilitate their access to in-demand jobs. AARP Foundation works with key partners and volunteer leaders to integrate local workforce services, public benefits application assistance, and employer engagement efforts to connect 50+ job candidates to specific in-demand jobs in their communities. In 2013, BACK TO WORK 50+ served over 2000 50+ job candidates. (www.aarp.org/backtowork50plus)$1,812,776
$4,545,250Financial Capability- AARP Foundation Finances 50+ is a financial capability program designed to motivate and empower participants to take charge of their financial future and make the most of the financial resources that they have. Finances 50+ materials cover budgeting and goal setting, taking charge of credit and debt, and developing a savings plan and protecting assets. Exercises and resources are designed to provide motivation, education, and support for positive action to help participants reach their self-defined goals-whatever they may be-and build financial habits that will help them thrive. Small group workshops are led by trained volunteer facilitators and hosted by local nonprofits and other organizations. In 2013, 8 volunteers were leveraged by AARP Foundation, in addition to local program volunteers.AARP Foundation Finances 50+ provided financial capability training to over 2400 participants in 2013. Over 150 iterations of this three workshop series was offered by 15 different organizations nationwide, including those in Arizona, California, Colorado, Louisiana, Maryland, Massachusetts, Minnesota, New Hampshire, New York, Washington state and Washington, DC.The AARP Foundation Prepaid MasterCard brought to you by Green Dot continued to provide financially struggling people with a safe and consumer-friendly alternative to more costly banking options.$1,077,549
$1,301,867Isolation-The number of low-income Americans age 50+ who are experiencing isolation has been on the rise and is expected to increase in the coming years. The AARP Foundation's Isolation initiative seeks to identify, develop, and deploy best practices for preventing and reducing isolation. In 2013, the Foundation managed a range of grants and Foundation-led pilot programs and continued a multi-part research agenda to gain a deep understanding of isolation within the low-to-moderate income 50+ population.$180,869
$3,069,371Housing-The Housing Impact Area is focused on providing solutions to the at least 19 million low-income 50+ households living in unaffordable and/or inadequate housing. In 2013, the Foundation provided information services on foreclosure prevention to over 1 million households, preserved almost 3,000 homes through counseling or home repairs and committed $2.5 million in portfolio investments. The Foundation also commissioned research from Harvard University Joint Center for Housing Studies on the state of housing for older adults which is scheduled to be released in 2014.$1,407,003
$905,382Consumer Fraud-The Consumer Fraud Prevention programs utilize the skills and talents of AARP Foundation volunteers to contact consumers across the United States to warn them of fraud and scams. Volunteers call consumers to arm them with the latest information about frauds delivered through wire transfers, telemarketing, direct mail and the internet. Through the Colorado, West Virginia, and Washington, ElderWatch programs, consumers are assisted with navigating the state's official complaint process if they suspect they have been frauded and are referred to other regulatory agencies to assist in their complaints. In 2013, the combined AARP Foundation consumer fraud prevention programs reached over 150,000 vulnerable older adults. www.aarpelderwatch.org; www.aarp.org/states/wv$4,020
$7,407,807Grants to AARP-AARP Foundation has awarded grants to AARP to further the Foundation's charitable mission of helping low income older Americans meet basic needs through programs that focus on care giving, nursing, community centers, asset protection and driver safety as a tool to combat isolation.$7,369,816
$9,987,964Various Grants, Contributions and Other Programs-AARP Foundation supported natural disaster relief efforts through organizations with a focus on disaster relief for seniors in response to Typhoon Haiyan and Oklahoma tornadoes. The Foundation also sponsored events and conferences which highlighted tangible ways to create more opportunity in America for low-income seniors. In addition, the Foundation supported employees in crisis, and engaged in educational initiatives to help low-income seniors retain and protect assets.$3,905,398
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$33,755,242TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$15,757,431TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$117,688,486TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document212IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee208EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (1)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Patricia D ShannonBusinessNameLine1
FieldValueIRS element (for citing)
Phone2024343399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E Street NWAddressLine1
CityWashingtonCity
StateDCState
ZIP Code20049ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
J David Nelson
Chairperson6.0010.00Yes (X)Yes (X)$0$3,134$0
Kathleen Edmond
Vice-Chair & Audit Chair6.001.00Yes (X)Yes (X)$4,087$0$0
Sandra Ulsh
Sec/Treas & Finance Chair6.000.00Yes (X)Yes (X)$0$0$0
Neal Cutler
Board Member6.000.00Yes (X)$824$0$0
Ronald Daly
Board Member6.0010.00Yes (X)$0$1,792$0
Allen Douma
Board Member6.0010.00Yes (X)$0$14,605$0
Jaime Gutierrez
Board Member6.000.00Yes (X)$0$0$0
Harry E Johnson
Board Member6.000.00Yes (X)$1,286$0$0
Doris Koo
Board Member6.000.00Yes (X)$1,234$0$0
Barbara Ann O'Connor
Board Member6.0010.00Yes (X)$0$4,258$0
Jo Ann Jenkins
President (until 10/28/13)51.001.00Yes (X)$263,270$186,396$85,870
Patricia D Shannon
CFO & SVP50.000.00Yes (X)$297,055$0$78,967
Lisa Marsh Ryerson
President (as of 10/28/13)50.001.00Yes (X)$46,338$0$17,281
David Whitehead
SVP & Chief Development Of49.001.00$306,845$5,915$86,341Yes (X)
Deborah Briceland-Betts
SVP - Federal Programs43.000.00$241,770$0$76,302Yes (X)
Deborah Armenti
VP - Operations (until 6/23/13)50.000.00$131,352$98,895$62,016Yes (X)
Maxine Baker
SVP - Impact Areas43.000.00$280,233$0$69,259Yes (X)
Najeeb Uddin
Interim VP Operations40.000.00$219,989$0$76,504Yes (X)
Robert Starks
VP SCSEP41.000.00$173,123$0$47,145Yes (X)
Bonnie Speedy
VP - Tax Aide46.000.00$239,583$0$74,522Yes (X)
Vivian Vasallo
VP - Housing Program44.000.00$223,248$0$65,873Yes (X)
Emily Allen
VP - Income Program43.000.00$224,379$0$70,877Yes (X)
Barbara Jones
Sr Litigation Attorney42.000.00$202,663$569$64,975Yes (X)
Kamili Wilson
Dir Strategic Pos & Ext Relations41.000.00$201,286$0$60,547Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,058,565TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$315,564TotReportableCompRltdOrgAmt
Total Other Compensation$936,479TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K60IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
Chapman Cubine Adams Hussey & Associates
1600 Wilson Blvd Suite 300ArlingtonVA22209Professional Fundraising Firm$2,755,804
Direct Mail Solutions
4500 Sarellen RoadRichmondVA23231Commercial Printing Services$1,454,398
Lipman Hearne Inc
131 Dartmouth Street 3rd FloorBostonMA02116Marketing and Communication Services$1,450,393
Allsource PPS
Agile 1 Corporate 1999 West 190thTorranceCA90504Temporary Staffing Agency$694,704
Double Envelope
7702 Plantation RoadRoanokeVA24019Commercial Printing Services$686,278
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K41CntrctRcvdGreaterThan100KCnt
Related Organizations$14,680,000RelatedOrganizationsAmt
Government Grants$75,388,172GovernmentGrantsAmt
All Other Contributions$51,147,431AllOtherContributionsAmt
Total Contributions$141,215,603TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,579,895TotalRevenueColumnAmt
Exclusion$1,579,895ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$655,774TotalRevenueColumnAmt
Exclusion$655,774ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$57,059RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$57,059RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$47,899,688SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$46,476,174SecuritiesAmt
Other$9,253OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,423,514SecuritiesAmt
Other-$9,253OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,414,261TotalRevenueColumnAmt
Exclusion$1,414,261ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescChange in value-Charitable Gift ADesc
Business900099BusinessCd
Total Revenue Column-$212,241TotalRevenueColumnAmt
Exclusion-$212,241ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total-$212,241OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$144,653,292TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,437,689ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$18,532,535TotalAmt
Program Services$18,532,535ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$52,123,832TotalAmt
Program Services$52,123,832ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,110,530TotalAmt
Program Services$1,121,068ProgramServicesAmt
Management And General$654,033ManagementAndGeneralAmt
Fundraising$335,429FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$21,253,390TotalAmt
Program Services$16,359,357ProgramServicesAmt
Management And General$2,410,752ManagementAndGeneralAmt
Fundraising$2,483,281FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$731,211TotalAmt
Program Services$572,660ProgramServicesAmt
Management And General$75,421ManagementAndGeneralAmt
Fundraising$83,130FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,878,787TotalAmt
Program Services$2,213,653ProgramServicesAmt
Management And General$328,067ManagementAndGeneralAmt
Fundraising$337,067FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,466,847TotalAmt
Program Services$1,121,841ProgramServicesAmt
Management And General$172,423ManagementAndGeneralAmt
Fundraising$172,583FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$373,182TotalAmt
Program Services$373,182ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$128,675TotalAmt
Management And General$128,675ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$973,832TotalAmt
Fundraising$973,832FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,704,774TotalAmt
Program Services$4,693,807ProgramServicesAmt
Management And General$882,550ManagementAndGeneralAmt
Fundraising$128,417FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,777,807TotalAmt
Program Services$1,344,720ProgramServicesAmt
Management And General$444,705ManagementAndGeneralAmt
Fundraising$1,988,382FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,229,767TotalAmt
Program Services$2,853,352ProgramServicesAmt
Management And General$299,584ManagementAndGeneralAmt
Fundraising$76,831FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,724,229TotalAmt
Program Services$1,035,470ProgramServicesAmt
Management And General$77,789ManagementAndGeneralAmt
Fundraising$1,610,970FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,524,495TotalAmt
Program Services$2,300,208ProgramServicesAmt
Management And General$157,271ManagementAndGeneralAmt
Fundraising$67,016FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,352,746TotalAmt
Program Services$1,032,379ProgramServicesAmt
Management And General$141,587ManagementAndGeneralAmt
Fundraising$178,780FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,033,893TotalAmt
Program Services$291,104ProgramServicesAmt
Management And General$545,875ManagementAndGeneralAmt
Fundraising$196,914FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$50,507TotalAmt
Program Services$13,213ProgramServicesAmt
Management And General$34,361ManagementAndGeneralAmt
Fundraising$2,933FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$777,464TotalAmt
Program Services$421,340ProgramServicesAmt
Management And General$271,172ManagementAndGeneralAmt
Fundraising$84,952FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$159,837TotalAmt
Management And General$159,837ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Printing and postage$13,783,956$4,872,435$54,476$8,857,045
Volunteer travel/activi$4,513,529$4,470,830$42,699$0
Telecommunication expen$1,265,478$1,205,598$36,023$23,857
Miscellaneous operating$356,535$231,938$82,842$41,755

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$917,116TotalAmt
Program Services$503,964ProgramServicesAmt
Management And General$235,814ManagementAndGeneralAmt
Fundraising$177,338FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$142,744,954TotalAmt
Program Services$117,688,486ProgramServicesAmt
Management And General$7,235,956ManagementAndGeneralAmt
Fundraising$17,820,512FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$10,158,989TotalAmt
Program Services$2,832,462ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$7,326,527FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$72,126BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,249,420BOYAmt
EOY$9,193,076EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,296,757BOYAmt
EOY$11,467,508EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$44,749BOYAmt
EOY$189,630EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,773,464BOYAmt
EOY$8,970,118EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$22,695,118LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,474,385LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$16,915,404BOYAmt
EOY$16,220,733EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$80,605,384BOYAmt
EOY$78,235,183EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,236,078BOYAmt
EOY$5,346,751EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$213,557BOYAmt
EOY$2,619,352EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$373,967BOYAmt
EOY$356,707EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$120,780,906BOYAmt
EOY$132,599,058EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,818,445BOYAmt
EOY$17,469,922EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,870,284BOYAmt
EOY$6,576,745EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,779,496BOYAmt
EOY$2,071,797EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,000,000BOYAmt
EOY$25,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,267,707BOYAmt
EOY$3,103,016EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$49,735,932BOYAmt
EOY$54,221,480EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$70,349,268BOYAmt
EOY$76,357,669EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$695,706BOYAmt
EOY$2,019,909EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$71,044,974BOYAmt
EOY$78,377,578EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$120,780,906BOYAmt
EOY$132,599,058EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,908,338ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,424,266NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$117,816,589CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,005,285CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$138,735,319CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$140,838,496CurrentTaxYearMinus1YearAmt
Current Tax Year$141,215,604CurrentTaxYearAmt
Total$711,611,293TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$117,816,589CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,005,285CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$138,735,319CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$140,838,496CurrentTaxYearMinus1YearAmt
Current Tax Year$141,215,604CurrentTaxYearAmt
Total$711,611,293TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$43,281,970SubstantialContributorsTotAmt
Public Support Total170$668,329,323PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,709,986CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,672,972CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,809,273CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,787,529CurrentTaxYearMinus1YearAmt
Current Tax Year$2,235,669CurrentTaxYearAmt
Total$10,215,429TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,667CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$62,373CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,015CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,419CurrentTaxYearMinus1YearAmt
Total$161,474TotalAmt
FieldValueIRS element (for citing)
Total Support$721,988,196TotalSupportAmt
Gross Receipts Rltd Activities$153,040GrossReceiptsRltdActivitiesAmt
Public Support CY1700.92570PublicSupportCY170Pct
Public Support PY1700.91210PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,154,308BeginningYearBalanceAmt
Contributions$326,685ContributionsAmt
Investment Earnings Or Losses$2,338,386InvestmentEarningsOrLossesAmt
Other Expenditures$718,263OtherExpendituresAmt
End Year Balance$18,101,116EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,790,123BeginningYearBalanceAmt
Contributions$525,743ContributionsAmt
Investment Earnings Or Losses$1,484,244InvestmentEarningsOrLossesAmt
Other Expenditures$645,802OtherExpendituresAmt
End Year Balance$16,154,308EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,217,922BeginningYearBalanceAmt
Contributions$546,068ContributionsAmt
Investment Earnings Or Losses-$403,984InvestmentEarningsOrLossesAmt
Other Expenditures$569,883OtherExpendituresAmt
End Year Balance$14,790,123EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,418,771BeginningYearBalanceAmt
Contributions$301,073ContributionsAmt
Investment Earnings Or Losses$1,748,212InvestmentEarningsOrLossesAmt
Other Expenditures$250,134OtherExpendituresAmt
End Year Balance$15,217,922EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,115,033BeginningYearBalanceAmt
Contributions$496,256ContributionsAmt
Investment Earnings Or Losses$2,553,526InvestmentEarningsOrLossesAmt
Other Expenditures$746,044OtherExpendituresAmt
End Year Balance$13,418,771EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,440,000OtherCostOrOtherBasisAmt
Book Value$4,440,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,759,493OtherCostOrOtherBasisAmt
Depreciation$6,295,237DepreciationAmt
Book Value$11,464,256BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$495,625OtherCostOrOtherBasisAmt
Depreciation$179,148DepreciationAmt
Book Value$316,477BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$16,220,733TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCharitable gift annuity liabilityDesc
Amt$3,103,016Amt
FieldValueIRS element (for citing)
Total Liability$3,103,016TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$194,766,791TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,424,266NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$44,458,733DonatedServicesAndUseFcltsAmt
Other Revenue$164,189OtherRevenueAmt
Revenue Not Reported$50,047,188RevenueNotReportedAmt
Revenue Subtotal$144,719,603RevenueSubtotalAmt
Other Revenues Not Included-$66,311OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$66,311RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$144,653,292TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$187,287,346TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$44,458,733DonatedServicesUseFcltsAmt
Other Expenses Included$83,659OtherExpensesIncludedAmt
Expenses Not Reported$44,542,392ExpensesNotReportedAmt
Expenses Subtotal$142,744,954ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$142,744,954TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The Foundation board has established a board-designated quasi-endowment fund, and has adopted a policy under which certain contributions are designated to the fund. Assets of the quasi-endowment fund are invested in a broadly diversified portfolio spread over multiple asset classes. The board also adopted a spending policy, which permits an annual transfer to operating funds of up to 5% of the previous 12 quarters average quasi-endowment fund balance.
Part X, Line 2:The AARP Foundation is required to record a liability for any material 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 and 2012 since management believes there is no material unrelated business income or material uncertain positions requiring the recognition of a liability.
Part XI, Line 2d - Other Adjustments:AARP Institute (EIN: 52-0788950) financial statement revenues 164,189.
Part XI, Line 4b - Other Adjustments:Rental expense netted against gross rents on Form 990, page 9, line 6b -57,059. Loss on disposal of fixed assets -9,252.
Part XII, Line 2d - Other Adjustments:AARP Institute (EIN: 52-0788950) financial statement expenses 17,348. Rental expense netted against gross rents on Form 990, page 9, line 6b 57,059. Loss on disposal of fixed assets 9,252.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Chapman Cubine Adams Hussey & Associates
1600 Wilson Boulevard Suite 300ArlingtonVA22209Direct mail production management services0$0$3,007,937-$3,007,937
Covenant Calls LLC
1539 Fall River Avenue Ste 3SeekonkMA02771Professional solicitor0$0$89,227-$89,227
Gift Strategies LLC
1539 Fall River Avenue Ste 3SeekonkMA02771Gift planning consultant0$0$454,480-$454,480
M&R Strategic Services Inc
2120 L Street NW 6th FlWashingtonDC20037Creative online marketing services0$0$253,083-$253,083
FieldValueIRS element (for citing)
Total Retained By Contractors$3,804,727TotalRetainedByContractorsAmt
Total Net To Organization-$3,804,727TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule G, Part I, Line 2b, Column (v)These entities (excluding Covenent Calls) do not raise funds directly for AARP Foundation, but provide counsel, services, and support to AARP Foundation's internal development office. The amounts reflected in Schedule G are for the professional services and reimbursements paid by AARP Foundation for promotional, postage and travel expenses. Covenant Calls LLC is a professional solicitor for AARP Foundation. While they do raise funds for AARP Foundation, at no time do they have custody of any funds.
Schedule G, Part I, Line 2 b(v)Chapman Cubine Adams Hussey & Associates Professional fundraising fee $210,528 Printing & postage 1,714,242 Advertising & promotion 1,074,538 Miscellaneous expense 8,629 Total paid to Chapman Cubine $3,007,937 Adams Hussey & Associates Covenant Calls LLC (contract was terminated on 7/31/2013) Professional fundraising fee $ 89,227 Total paid to Covenant Calls LLC $ 89,227 Gift Strategies LLC Professional fundraising fee $449,558 Travel expenses 4,922 Total paid to Gift Strategies LLC $454,480 M&R Strategic Services Professional fundraising fee $224,518 Advertising & promotion 23,151 Travel expenses 5,414 Total paid to M&R Strategic Svcs $253,083 Total amounts paid to fundraisers $3,804,727

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (79 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2
AARP Inc
601 E St NWWashingtonDC20049951985500501(c)(4)$7,369,816AARP, Inc. charitable work conducted on behalf of the AARP Foundation.
Helpage USA
4750 41st Street NWWashingtonDC20016431750256501(c)(3)$725,000Typhoon Haiyan Relief and emergency preparedness for vulnerable older adults.
American Red Cross
22025 E StWashingtonDC20006530196605501(c)(3)$60,000Oklahoma tornado relief
ABS CBN Foundation
150 Shoreline DriveRedwood CityCA94065943292281501(c)(3)$60,000Typhoon Haiyan Relief in Philippines
Action for Boston Community Development
178 Tremont StreetBostonMA02111042304133501(c)(3)$279,000Grant to support AARP Foundation's hunger initiative.
Aging Services Inc
1179 E Main StreetNormanOK73071731326994501(c)(3)$20,000Oklahoma tornado relief
Areawide Aging Agency Inc
4101 Perimeter Center Drive Ste 310Oklahoma CityOK73112730960311501(c)(3)$35,000Oklahoma tornado relief310
Association for Enterprise Opportunity
1111 16th St NW Ste 410WashingtonDC20036363834357501(c)(3)$80,000Grant to support AARP Foundation's income initiative.
Atlanta Community Food Bank
732 Joseph E Lowery Blvd NWAtlantaGA30318581376648501(c)(3)$25,000Donation to provide support to 50+ adults in need of food assistance.
Baptist General Convention of the State of Oklahoma
3800 North May AvenueOklahoma CityOK73112730621888501(c)(3)$125,000Oklahoma tornado relief
Bevill State Community College Foundation Inc
PO Box 862FayetteAL35555630578660501(c)(3)$163,700Grant to promote AARP Foundation's back to work program.
The Campus Kitchens Project
19 Eye Street NWWashingtonDC20001550825492501(c)(3)$625,000Grant to provide support to 50+ adults in need of food assistance.
Cooperative for Assistance and Relief Everywhere (CARE USA) Inc
151 Ellis St NEAtlantaGA30303131685039501(c)(3)$200,000Typhoon Haiyan Relief in Philippines
City Harvest Inc
6 E 32nd Street 5th FlNew YorkNY10016133170676501(c)(3)$50,000Donation to provide support to 50+ adults in need of food assistance.
Council of Senior Centers and Services of New York City Inc
49 W 45th Street 7th FlNew YorkNY10036132967277501(c)(3)$75,000Grant to increase SNAP enrollments for the 50+.
Council on Aging of Volusia County Inc
160 N Beach StreetDaytona BeachFL32114591160221501(c)(3)$25,000Donation to provide support to 50+ adults in need of food assistance.
DC Central Kitchen Inc
425 2nd St NWWashingtonDC20001521584936501(c)(3)$10,000Donation to provide support to 50+ adults in need of food assistance.
DC Public Library Foundation Inc
901 G St NW Ste 400WashingtonDC20001521481008501(c)(3)$23,169Grant to support AARP Foundation's income initiative.
Delta Sigma Theta Sorority Inc
1707 New Hampshire Ave NWWashingtonDC20009530215218501(c)(7)$7,500Donation to support 50+ multigenerational and multicultural outreach.
Do Something Inc
19 W 21st St 8th FlNew YorkNY10010133720473501(c)(3)$810,000Grant to support AARP Foundation's intergenerational initiative.
Elgin Community College Foundation
1700 Spartan DrElginIL60123363358690501(c)(3)$165,142Grant to promote AARP Foundation's back to work program.
Family Matters of Greater Washington Inc
1509 16th St NWWashingtonDC20036530208258501(c)(3)$36,000Donation to promote AARP Foundation's isolation initiative.
Feeding America
35 East Wacker Drive Ste 2000ChicagoIL60601363673599501(c)(3)$500,000Grant to develop sustainable solutions to older adult hunger.
Feed More Inc
1415 Rhoadmiller StRichmondVA23220541150923501(c)(3)$10,000Donation to provide support to 50+ adults in need of food assistance.
Feed the Hungry Inc
6419 Floridon CtSpringfieldVA22150541796436501(c)(3)$30,000Typhoon Haiyan Relief in Philippines
Daily Bread Food Bank (aka Feeding South Florida)
2501 SW 32nd TerracePembroke ParkFL33023592097520501(c)(3)$150,000Donation to provide support to 50+ adults in need of food assistance.
First Nations Development Institute
2432 Main StreetLongmontCO80501541254491501(c)(3)$250,000Grant to promote AARP Foundation's hunger initiative.
Florida State College Foundation Inc
501 West State StJacksonvilleFL32202237168438501(c)(3)$163,316Grant to promote AARP Foundation's back to work program.
Food Bank for New York City
39 BroadwayNew YorkNY10006133179546501(c)(3)$50,000Donation to provide support to 50+ adults in need of food assistance.
Generations United
1333 H St NW Ste 500WWashingtonDC20005311542973501(c)(3)$217,464Grant to support AARP Foundation's intergenerational initiative.
GK1 World Foundation
13860 Stowe DrivePowayCA92064352361640501(c)(3)$60,000Typhoon Haiyan Relief in Philippines
Gleaners Community Food Bank Inc
2131 Beaufait StDetroitMI48207382156255501(c)(3)$10,000Donation to provide support to 50+ adults in need of food assistance.
Greater Chicago Food Depository
4100 W Ann Lurie PlaceChicagoIL60632362971864501(c)(3)$50,000Donation to provide support to 50+ adults in need of food assistance.
Harvard University
1033 Massachusetts Ave 5th FlCambridgeMA02138042103580501(c)(3)$150,000Grant to support the State of Housing for Older Americans research project.
Harvesters - The Community Food Network
3801 Topping AveKansas CityMO64129431208665501(c)(3)$10,000Donation to provide support to 50+ adults in need of food assistance.
Houston Food Bank
535 PortwallHoustonTX77029742181456501(c)(3)$25,000Donation to provide support to 50+ adults in need of food assistance.
Greater Kanawha Valley Foundation
PO Box 3041CharlestonWV25331556024430501(c)(3)$165,200Grant to promote AARP Foundation's back to work program.
Lane Workforce Partnership
1500 Valley River Dr Ste 150EugeneOR97401930886373501(c)(3)$200,000Grant to promote AARP Foundation's financial capability program.
LeadingAge Inc
2519 Connecticut Ave NWWashingtonDC20008136213525501(c)(3)$120,797Grant to promote AARP Foundation's housing initiative.
Legal Aid Services of Oklahoma Inc
2915 N Classen Blvd Ste 500Oklahoma CityOK73106731022203501(c)(3)$20,000Oklahoma tornado relief
Lifelong Aids Alliance
1002 E SenecaSeattleWA98122911215715501(c)(3)$271,655Grant to provide support to the 50+ adults in need of food assistance.
Los Angeles Regional Foodbank
1734 East 41st StLos AngelesCA90058953135649501(c)(3)$50,000Donation to provide support to 50+ adults in need of food assist.ance.
Magic Johnson Foundation
9100 Wilshire Blvd Ste 700 E TowerBeverly HillsCA90212954349860501(c)(3)$167,128Grant to support AARP Foundation's intergenerational initiative
Maricopa County Community Colleges Foundation
2419 W 14th StTempeAZ85281860327449501(c)(3)$165,186Grant to promote AARP Foundation's back to work program.
Massachusetts Institute of Technology
77 Massachusetts AveCambridgeMA02139042103594501(c)(3)$13,000Donation to support business plan competition.
Mayors Fund to Advance New York City
253 Broadway 8th FlNew YorkNY10007133783906501(c)(3)$100,000Hurricane Sandy relief
National 4H Council
7100 Connecticut AveChevy ChaseMD20815362862206501(c)(3)$206,661Grant to support AARP Foundation's intergenerational initiative.
Moraine Valley Community College Foundation
9000 W College PkwyPalos HillsIL60465363191202501(c)(3)$165,200Grant to promote AARP Foundation's back to work program.
Meals on Wheels Association of America
413 North Lee StreetAlexandriaVA22314237447812501(c)(3)$350,000Grant to provide support to 50+ adults in need of food assistance.
National Housing Conference Inc
1900 M St NW Ste 200WashingtonDC20036530208180501(c)(3)$17,000Grant to promote AARP Foundation's housing initiative.
New Hampshire Catholic Charities (New Hampshire Food Bank)
215 Myrtle StManchesterNH03104020222163501(c)(3)$20,000Donation to provide support to 50+ adults in need of food assistance.
New York Coalition Against Hunger Inc
50 Broad Street Ste 1520New YorkNY10004133471350501(c)(3)$50,000Donation to provide support to 50+ adults in need of food assistance.
North Texas Food Bank
4500 S Cockrell Hill RdDallasTX75236751785357501(c)(3)$65,000Donation to provide support to 50+ adults in need of food assistance.
Northern Illinois Food Bank
273 Dearborn CtGenevaIL60134363203648501(c)(3)$50,000Donation to provide support to 50+ adults in need of food assistance.
Oklahoma City Community Foundation
PO Bo 1146Oklahoma CityOK73101237024262501(c)(3)$100,000Oklahoma tornado relief
Oklahoma Indian Missionary Conference
3020 S Harvey AveOklahoma CityOK73109730754463501(c)(3)$29,000Oklahoma tornado relief
Older Adults Technology Services
168 7th StreetBroklynNY11215550882599501(c)(3)$10,000Donation to promote AARP Foundation's isolation initiative.
Pima Community College Foundation Inc
4905C E Broadway Blvd 252TucsonAZ85709860345089501(c)(3)$164,232Grant to promote AARP Foundation's back to work program.
Rebuilding Together OKC Inc
730 West Wilshire Blvd 108Oklahoma CityOK73116731450790501(c)(3)$80,000Oklahoma tornado relief
Redwood Empire Food Bank
3990 Brickway BlvdSanta RosaCA95403680121855501(c)(3)$10,000Donation to provide support to 50+ adults in need of food assistance.
Regional Food Bank of Oklahoma Inc
3355 S Purdue AveOklahoma CityOK73137731100380501(c)(3)$80,000Oklahoma tornado relief
Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc
305 7th Ave 15 FNew YorkNY10001132947657501(c)(3)$150,000Grant to promote AARP Foundation's isolation initiative.
Santa Fe College Foundation Inc
300 Nw 83rd StGainesvilleFL32606510240884501(c)(3)$165,200Grant to promote AARP Foundation's back to work program.
Santa Fe Community College
6401 S Richards AveSanta FeNM87508850311615501(c)(3)$165,200Grant to promote AARP Foundation's back to work program.
Second Harvest Food Bank
2950-B Jefferson StRiversideCA92504330072922501(c)(3)$10,000Donation to provide support to 50+ adults in need of food assistance.
Second Harvest Food Bank of Central Florida
411 Mercy DriveOrlandoFL32805592142315501(c)(3)$25,000Donation to provide support to 50+ adults in need of food assistance.
Second Harvest Food Bank of Metrolina
500B Spratt StCharoletteNC28206561352593501(c)(3)$10,000Donation to provide support to 50+ adults in need of food assistance.
Second Harvest Food Bank of Northeast Tennessee Inc
1020 Jericho DriveKingsportTN37663621303822501(c)(3)$15,000Donation to provide support to 50+ adults in need of food assistance.
Senior Service America Inc
8430 Colesville Rd Ste 1200Silver SpringMD20910526048236501(c)(3)$200,000Grant to support AARP Foundation's income initiative.
Tarrant Area Food Bank
2600 Cullen StreetFort WorthTX76107751822473501(c)(3)$10,000Donation to provide support to 50+ adults in need of food assistance.
Tarrant County College Foundation
1500 Houston StFort WorthTX76102752277475501(c)(3)$165,200Grant to promote AARP Foundation's back to work program.
Temple University
2450 W Hunting Park AvePhiladelphiaPA19122231365971501(c)(3)$200,000Grant to support AARP Foundation's intergenerational initiative.
The Salvation Army
440 West Nyack RoadWest NyackNY10994135562351501(c)(3)$60,000Oklahoma tornado relief
Three Square Food Bank
4190 N Pecos RoadLas VegasNV89115300396918501(c)(3)$35,000Donation to provide support to 50+ adults in need of food assistance.
Tri-County Technical College Foundation Inc
PO Box 587PendletonSC29670570734955501(c)(3)$165,200Grant to promote AARP Foundation's back to work program.
United Way of Pottawatomie County Inc
23 E 9th Ste 335ShawneeOK74802730732745501(c)(3)$70,000Oklahoma tornado relief
Washington Animal Rescue League
71 Oglethorpe St NWWashingtonDC20011530162440501(c)(3)$12,200Donation to support AARP Foundation's isolation initiative.
Workplace Inc
350 Fairfield Ave Ste 302BridgeportCT06604222484517501(c)(3)$600,000Grant to support the Platform to Employment initiative.
World Food Prize Foundation
666 Grand Ave Ste 1700Des MoinesIA50309421356715501(c)(3) private$10,000Donation to provide support to 50+ adults in need of food assistance.
FieldValueIRS element (for citing)
Total501c3 Org78Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a)13000$52,096,832
AARP Employee Crisis Fund7$27,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationAARP Foundation has written grant agreements in place with financial and programmatic reporting requirements. The reports are reviewed and final payments are not made until all work has been completed.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (1)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsYes (1)CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jo Ann Jenkins
President (until 10/28/13)$173,462$185,000$88,505$0$1,303$1,396$6,938$61,019$8,951$8,962$279,159$256,377$0$0
Patricia D Shannon
CFO & SVP$230,236$0$66,004$0$815$0$10,200$57,758$11,009$0$318,264$57,758$0$0
David Whitehead
SVP & Chief Development Of$248,877$5,915$56,535$0$1,433$0$10,200$57,758$18,383$0$335,428$63,673$0$0
Deborah Briceland-Betts
SVP - Federal Programs$193,262$0$46,097$0$2,411$0$9,574$54,215$12,513$0$263,857$54,215$0$0
Deborah Armenti
VP - Operations (until 6/23/13)$90,173$92,851$38,642$3,500$2,537$2,544$2,576$52,927$3,250$3,263$137,178$155,085$0$0
Maxine Baker
SVP - Impact Areas$229,327$0$48,578$0$2,328$0$10,200$57,758$1,301$0$291,734$57,758$0$0
Najeeb Uddin
Interim VP Operations$177,658$0$41,773$0$558$0$8,777$49,701$18,026$0$246,792$49,701$0$0
Robert Starks
VP SCSEP$145,298$0$25,840$0$1,985$0$6,846$38,763$1,536$0$181,505$38,763$0$0
Bonnie Speedy
VP - Tax Aide$197,284$0$41,620$0$679$0$9,556$54,112$10,854$0$259,993$54,112$0$0
Vivian Vasallo
VP - Housing Program$184,665$0$38,045$0$538$0$8,908$50,444$6,521$0$238,677$50,444$0$0
Emily Allen
VP - Income Program$182,575$0$41,402$0$402$0$8,959$50,731$11,187$0$244,525$50,731$0$0
Barbara Jones
Sr Litigation Attorney$173,663$569$27,747$0$1,253$0$8,079$45,748$11,148$0$221,890$46,317$0$0
Kamili Wilson
Dir Strategic Pos & Ext Relations$167,551$0$32,975$0$760$0$4,011$45,419$11,117$0$216,414$45,419$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aAll non-employee officers and directors for AARP Foundation serve on a volunteer basis and are not compensated for their generous commitment to AARP Foundation. The officers, directors, and key employees are reimbursed by AARP Foundation for travel and subsistence costs incurred in carrying out their duties. In addition, all non-employee officers and directors are reimbursed for travel and subsistence costs incurred for spouses/companions accompanying them to Foundation functions. All spouse/companion travel reimbursements, including tax gross-up payments, are treated as taxable income and Form 1099-MISC are issued as required by law. Board members Nelson, Daly, Douma, and O'Connor sit on both the AARP, Inc. board and the AARP Foundation board. AARP, Inc. pays all spouse/companion travel expenses for these board members and issues the required 1099-MISC with the applicable income tax gross-up payment. Board members Cutler, Edmond, Gutierrez, Johnson, Koo, and Ulsh, sit only on the AARP Foundation board and AARP Foundation pays all spouse/companion travel expenses for these board members and issues the required Form 1099-MISC with the applicable income tax gross-up payment.
Part I, Line 5Through its shared services agreement with AARP, AARP Foundation participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, of which gross revenues is one.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1District of ColumbiaBusinessNameLine1
FieldValueIRS element (for citing)
Bond Issuer EIN536001131BondIssuerEIN
CUSIP254839H48CUSIPNum
Bond Issued2004-10-21BondIssuedDt
Issue Price$25,000,000IssuePriceAmt
PurposePurchase of office spacePurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$25,000,000TotalProceedsAmt
Capital Expenditures$23,688,767CapitalExpendituresAmt
Other Spent Proceeds$1,311,233OtherSpentProceedsAmt
Substantial Completion2004SubstantialCompletionYr
Current Refunding0CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.01500PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.01500TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 4AARP Foundation made the following bylaw changes September 10, 2013: Article V.B - Number and Term of Office. Will allow the number of AARP Board Members sitting on the AARP Foundation to change, if AARP would desire. Allows for up to four affiliated members. Deleted Article Xlll, effective date of bylaws for an additional non-affiliated member added in 2012.
Form 990, Part VI, Section A, line 7aThe AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. An AARP Foundation director may be removed, with or without cause, by formal action of the Board of Directors, designating a successor.
Form 990, Part VI, Section A, line 7bThe AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. An AARP Foundation director may be removed, with or without cause, by formal action of the Board of Directors, designating a successor. The AARP Foundation Bylaws provide that no amendments to the Bylaws adopted by the Foundation may take effect until approved by the AARP Board of Directors.
Form 990, Part VI, Section B, line 11As part of the shared services agreement with AARP, the Form 990 for AARP Foundation ("Foundation") is prepared and reviewed in AARP's internal tax department and reviewed by AARP Foundation's CFO and President and other internal reviewers. The Form 990 is then provided to the AARP Foundation Board of Directors. Once all reviews are complete, the return is electronically filed with the Internal Revenue Service.
Form 990, Part VI, Section B, line 12cAnnually, all board members and employees (including officers) are required to review the Code of Conduct, formally acknowledge their understanding of the Code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors), and the 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 15Through its shared services agreement with AARP, AARP Foundation participates in AARP's enterprise-wide compensation reviews. AARP has a competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape in which AARP and its affiliates compete for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third party compensation consulting firm, internal criteria, and an individual's actual performance and contribution. Internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive award programs. This process applies to all employees of the Foundation including the President, CFO, and key employees. For AARP Foundation's president, officers, and key employees, based on the process described above, the officers of the AARP Foundation Board approves adjustments to the president's, officers, and key employees compensation package.
Form 990, Part VI, Section C, line 18AARP Foundation makes its Form 990 available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO.
Form 990, Part VI, Section C, line 19AARP Foundation makes its audited financial statements available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
AARP Inc
601 E Street NWWashingtonDC20049951985500Social welfare organization dedicated to persons over age 50DC501(c)(4)N/AN/A0
AARP Institute
601 E Street NWWashingtonDC20049520788950Supporting org of AARP Fdn holding certain charitable gift annuity fundsDC501(c)(3)509(a)(3)Yes (1)AARP Foundation
Legal Counsel for the Elderly
601 E Street NWWashingtonDC20049521194741Public charity providing legal assistance/education to DC elderly residentsDC501(c)(3)509(a)(1)0AARP Inc
AARP Experience Corps
2120 L Street NWWashingtonDC20049263698436Engages adults aged 50+ as tutors & mentors for school children nationwideDC501(c)(3)509(a)(1)0AARP Inc
AARP Insurance Plan
601 E Street NWWashingtonDC20049526069387Grantor trust holding certain AARP group health insurance policiesDC501(c)(4)N/A0AARP Inc

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
AARP Financial Services Corporation
601 E Street NWWashingtonDC20049521367607Real Estate Holding CompanyDEAARP IncC0
AARP Services Inc
601 E Street NWWashingtonDC20004522141065Quality Control and ResearchDEAARP IncC0
The H Wayne and Anne D Barbetti Charitable Remainder Unitrust
5011 Haven AvenueOcean CityNJ08226206379297Charitable Remainder TrustNJT0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (16 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AARP Inc - Grant award to AARP for performance of charitable activities
B$7,369,816grant agreement
AARP Inc - Cash contributions
C$14,680,000cash paid
AARP Inc - Bond standby agreement
E$25,000,000in the event of default
AARP Inc - In-kind shared services
M$16,043,906allocable cost
AARP Inc - In-kind advertising
M$3,854,675publication space market value
AARP Inc - Mailing lists
N$0see supplemental information
AARP Inc - Postage printing telephone expenses
P$441,131costs incurred
AARP Inc - Building maintanence
P$582,751costs incurred
AARP Inc - Salaries for dual employees
Q$371,759actual salaries for time reported
AARP Inc - 25k Annual fee for line of credit and 10k for national event
R$35,000cash paid
AARP Inc - In-kind office space
N$239,554cost
AARP Institute - In-kind shared services
L$28,530allocable cost
AARP Services Inc - Consulting services
M$489,678costs incurred
AARP Services Inc - In-kind rent
N$15,827cost
AARP Andrus Insurance Fund (workers' comp insurance)
R$955,496premiums paid
Legal Counsel for the Elderly - Intercompany rent
J$57,059cost

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Line 2(a)(6)FormAndLineReferenceDesc
ExplanationAARP Foundation and AARP, its parent organization, share mailing lists. AARP does not rent its mailing list to other organizations, so a fair market value of the benefit to the Foundation has not been established. The AARP list is much larger and thus presumably more valuable than the Foundation list. Moreover, the vast majority of names on the AARP Foundation list are already on the AARP list, as they are also AARP members.ExplanationTxt

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