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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-30T08:54:16-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520794300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARP | BusinessNameControlTxt |
| Phone | 2024343399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW Tax Dept | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20049 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Marsh Ryerson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2024343399 | PhoneNum |
| Signature | 2014-06-26 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lisa Marsh Ryerson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW Tax Dept | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $191,195,778 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.aarp.org/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation 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 Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 208 | TotalEmployeeCnt |
| Total Volunteers | 41404 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $140,838,496 | PYContributionsGrantsAmt |
| CY Contributions Grants | $141,215,603 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,146,679 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,994,156 | CYInvestmentIncomeAmt |
| PY Other Revenue | $276,483 | PYOtherRevenueAmt |
| CY Other Revenue | $443,533 | CYOtherRevenueAmt |
| PY Total Revenue | $142,261,658 | PYTotalRevenueAmt |
| CY Total Revenue | $144,653,292 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $73,415,584 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $70,656,367 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,602,035 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,440,765 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,139,537 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $973,832 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $17,820,512 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $38,163,461 | PYOtherExpensesAmt |
| CY Other Expenses | $42,673,990 | CYOtherExpensesAmt |
| PY Total Expenses | $140,320,617 | PYTotalExpensesAmt |
| CY Total Expenses | $142,744,954 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,941,041 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,908,338 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $120,780,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,599,058 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,735,932 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,221,480 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $71,044,974 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,377,578 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation wants to win back opportunity for those now in crisis,so thousands of vulnerable low-income Americans 50+ can regain theirfoothold, continue to serve as anchors for their families andcommunities and ensure that their best life is still within reach. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $67,506,650 | ExpenseAmt |
| Grant | $52,096,832 | GrantAmt |
| Desc | The 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.org | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,474,139 | ExpenseAmt |
| Desc | Tax 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/taxaide | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,952,455 | ExpenseAmt |
| Grant | $2,802,105 | GrantAmt |
| Desc | Hunger-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)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $4,584,681 | Litigation-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/ | |
| $1,952,920 | BACK TO WORK 50+AARP Foundation launched BACK TO WORK 50+ to increase the services and resources available to 50+ job candidates nationally and in communities and to facilitate their access to in-demand jobs. 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 |
| $4,545,250 | Financial 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 |
| $1,301,867 | Isolation-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 |
| $3,069,371 | Housing-The Housing Impact Area is focused on providing solutions to the at least 19 million low-income 50+ households living in unaffordable and/or inadequate housing. In 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 |
| $905,382 | Consumer 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 |
| $7,407,807 | Grants to AARP-AARP Foundation has awarded grants to AARP to further the Foundation's charitable mission of helping low income older Americans meet basic needs through programs that focus on care giving, nursing, community centers, asset protection and driver safety as a tool to combat isolation. | $7,369,816 |
| $9,987,964 | Various 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $33,755,242 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $15,757,431 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $117,688,486 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 212 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 208 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patricia D Shannon | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024343399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20049 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| J David Nelson | |||||||||
| Chairperson | 6.00 | 10.00 | Yes (X) | Yes (X) | $0 | $3,134 | $0 | ||
| Kathleen Edmond | |||||||||
| Vice-Chair & Audit Chair | 6.00 | 1.00 | Yes (X) | Yes (X) | $4,087 | $0 | $0 | ||
| Sandra Ulsh | |||||||||
| Sec/Treas & Finance Chair | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Neal Cutler | |||||||||
| Board Member | 6.00 | 0.00 | Yes (X) | $824 | $0 | $0 | |||
| Ronald Daly | |||||||||
| Board Member | 6.00 | 10.00 | Yes (X) | $0 | $1,792 | $0 | |||
| Allen Douma | |||||||||
| Board Member | 6.00 | 10.00 | Yes (X) | $0 | $14,605 | $0 | |||
| Jaime Gutierrez | |||||||||
| Board Member | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Harry E Johnson | |||||||||
| Board Member | 6.00 | 0.00 | Yes (X) | $1,286 | $0 | $0 | |||
| Doris Koo | |||||||||
| Board Member | 6.00 | 0.00 | Yes (X) | $1,234 | $0 | $0 | |||
| Barbara Ann O'Connor | |||||||||
| Board Member | 6.00 | 10.00 | Yes (X) | $0 | $4,258 | $0 | |||
| Jo Ann Jenkins | |||||||||
| President (until 10/28/13) | 51.00 | 1.00 | Yes (X) | $263,270 | $186,396 | $85,870 | |||
| Patricia D Shannon | |||||||||
| CFO & SVP | 50.00 | 0.00 | Yes (X) | $297,055 | $0 | $78,967 | |||
| Lisa Marsh Ryerson | |||||||||
| President (as of 10/28/13) | 50.00 | 1.00 | Yes (X) | $46,338 | $0 | $17,281 | |||
| David Whitehead | |||||||||
| SVP & Chief Development Of | 49.00 | 1.00 | $306,845 | $5,915 | $86,341 | Yes (X) | |||
| Deborah Briceland-Betts | |||||||||
| SVP - Federal Programs | 43.00 | 0.00 | $241,770 | $0 | $76,302 | Yes (X) | |||
| Deborah Armenti | |||||||||
| VP - Operations (until 6/23/13) | 50.00 | 0.00 | $131,352 | $98,895 | $62,016 | Yes (X) | |||
| Maxine Baker | |||||||||
| SVP - Impact Areas | 43.00 | 0.00 | $280,233 | $0 | $69,259 | Yes (X) | |||
| Najeeb Uddin | |||||||||
| Interim VP Operations | 40.00 | 0.00 | $219,989 | $0 | $76,504 | Yes (X) | |||
| Robert Starks | |||||||||
| VP SCSEP | 41.00 | 0.00 | $173,123 | $0 | $47,145 | Yes (X) | |||
| Bonnie Speedy | |||||||||
| VP - Tax Aide | 46.00 | 0.00 | $239,583 | $0 | $74,522 | Yes (X) | |||
| Vivian Vasallo | |||||||||
| VP - Housing Program | 44.00 | 0.00 | $223,248 | $0 | $65,873 | Yes (X) | |||
| Emily Allen | |||||||||
| VP - Income Program | 43.00 | 0.00 | $224,379 | $0 | $70,877 | Yes (X) | |||
| Barbara Jones | |||||||||
| Sr Litigation Attorney | 42.00 | 0.00 | $202,663 | $569 | $64,975 | Yes (X) | |||
| Kamili Wilson | |||||||||
| Dir Strategic Pos & Ext Relations | 41.00 | 0.00 | $201,286 | $0 | $60,547 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,058,565 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $315,564 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $936,479 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 60 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Chapman Cubine Adams Hussey & Associates | |||||
| 1600 Wilson Blvd Suite 300 | Arlington | VA | 22209 | Professional Fundraising Firm | $2,755,804 |
| Direct Mail Solutions | |||||
| 4500 Sarellen Road | Richmond | VA | 23231 | Commercial Printing Services | $1,454,398 |
| Lipman Hearne Inc | |||||
| 131 Dartmouth Street 3rd Floor | Boston | MA | 02116 | Marketing and Communication Services | $1,450,393 |
| Allsource PPS | |||||
| Agile 1 Corporate 1999 West 190th | Torrance | CA | 90504 | Temporary Staffing Agency | $694,704 |
| Double Envelope | |||||
| 7702 Plantation Road | Roanoke | VA | 24019 | Commercial Printing Services | $686,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 41 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $14,680,000 | RelatedOrganizationsAmt |
| Government Grants | $75,388,172 | GovernmentGrantsAmt |
| All Other Contributions | $51,147,431 | AllOtherContributionsAmt |
| Total Contributions | $141,215,603 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,579,895 | TotalRevenueColumnAmt |
| Exclusion | $1,579,895 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $655,774 | TotalRevenueColumnAmt |
| Exclusion | $655,774 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $57,059 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $57,059 | 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 | $47,899,688 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,476,174 | SecuritiesAmt |
| Other | $9,253 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,423,514 | SecuritiesAmt |
| Other | -$9,253 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,414,261 | TotalRevenueColumnAmt |
| Exclusion | $1,414,261 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in value-Charitable Gift A | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$212,241 | TotalRevenueColumnAmt |
| Exclusion | -$212,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$212,241 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,653,292 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,437,689 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,532,535 | TotalAmt |
| Program Services | $18,532,535 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,123,832 | TotalAmt |
| Program Services | $52,123,832 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,110,530 | TotalAmt |
| Program Services | $1,121,068 | ProgramServicesAmt |
| Management And General | $654,033 | ManagementAndGeneralAmt |
| Fundraising | $335,429 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,253,390 | TotalAmt |
| Program Services | $16,359,357 | ProgramServicesAmt |
| Management And General | $2,410,752 | ManagementAndGeneralAmt |
| Fundraising | $2,483,281 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,211 | TotalAmt |
| Program Services | $572,660 | ProgramServicesAmt |
| Management And General | $75,421 | ManagementAndGeneralAmt |
| Fundraising | $83,130 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,878,787 | TotalAmt |
| Program Services | $2,213,653 | ProgramServicesAmt |
| Management And General | $328,067 | ManagementAndGeneralAmt |
| Fundraising | $337,067 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,466,847 | TotalAmt |
| Program Services | $1,121,841 | ProgramServicesAmt |
| Management And General | $172,423 | ManagementAndGeneralAmt |
| Fundraising | $172,583 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,182 | TotalAmt |
| Program Services | $373,182 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,675 | TotalAmt |
| Management And General | $128,675 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $973,832 | TotalAmt |
| Fundraising | $973,832 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,704,774 | TotalAmt |
| Program Services | $4,693,807 | ProgramServicesAmt |
| Management And General | $882,550 | ManagementAndGeneralAmt |
| Fundraising | $128,417 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,777,807 | TotalAmt |
| Program Services | $1,344,720 | ProgramServicesAmt |
| Management And General | $444,705 | ManagementAndGeneralAmt |
| Fundraising | $1,988,382 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,229,767 | TotalAmt |
| Program Services | $2,853,352 | ProgramServicesAmt |
| Management And General | $299,584 | ManagementAndGeneralAmt |
| Fundraising | $76,831 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,724,229 | TotalAmt |
| Program Services | $1,035,470 | ProgramServicesAmt |
| Management And General | $77,789 | ManagementAndGeneralAmt |
| Fundraising | $1,610,970 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,524,495 | TotalAmt |
| Program Services | $2,300,208 | ProgramServicesAmt |
| Management And General | $157,271 | ManagementAndGeneralAmt |
| Fundraising | $67,016 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,352,746 | TotalAmt |
| Program Services | $1,032,379 | ProgramServicesAmt |
| Management And General | $141,587 | ManagementAndGeneralAmt |
| Fundraising | $178,780 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,033,893 | TotalAmt |
| Program Services | $291,104 | ProgramServicesAmt |
| Management And General | $545,875 | ManagementAndGeneralAmt |
| Fundraising | $196,914 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,507 | TotalAmt |
| Program Services | $13,213 | ProgramServicesAmt |
| Management And General | $34,361 | ManagementAndGeneralAmt |
| Fundraising | $2,933 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $777,464 | TotalAmt |
| Program Services | $421,340 | ProgramServicesAmt |
| Management And General | $271,172 | ManagementAndGeneralAmt |
| Fundraising | $84,952 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,837 | TotalAmt |
| Management And General | $159,837 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,116 | TotalAmt |
| Program Services | $503,964 | ProgramServicesAmt |
| Management And General | $235,814 | ManagementAndGeneralAmt |
| Fundraising | $177,338 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,744,954 | TotalAmt |
| Program Services | $117,688,486 | ProgramServicesAmt |
| Management And General | $7,235,956 | ManagementAndGeneralAmt |
| Fundraising | $17,820,512 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,158,989 | TotalAmt |
| Program Services | $2,832,462 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $7,326,527 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,126 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,249,420 | BOYAmt |
| EOY | $9,193,076 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,296,757 | BOYAmt |
| EOY | $11,467,508 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,749 | BOYAmt |
| EOY | $189,630 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,773,464 | BOYAmt |
| EOY | $8,970,118 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,695,118 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,474,385 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,915,404 | BOYAmt |
| EOY | $16,220,733 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,605,384 | BOYAmt |
| EOY | $78,235,183 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,236,078 | BOYAmt |
| EOY | $5,346,751 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,557 | BOYAmt |
| EOY | $2,619,352 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,967 | BOYAmt |
| EOY | $356,707 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,780,906 | BOYAmt |
| EOY | $132,599,058 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,818,445 | BOYAmt |
| EOY | $17,469,922 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,870,284 | BOYAmt |
| EOY | $6,576,745 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,779,496 | BOYAmt |
| EOY | $2,071,797 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000,000 | BOYAmt |
| EOY | $25,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,267,707 | BOYAmt |
| EOY | $3,103,016 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,735,932 | BOYAmt |
| EOY | $54,221,480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,349,268 | BOYAmt |
| EOY | $76,357,669 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,706 | BOYAmt |
| EOY | $2,019,909 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,044,974 | BOYAmt |
| EOY | $78,377,578 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,780,906 | BOYAmt |
| EOY | $132,599,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,908,338 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,424,266 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $117,816,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,005,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,735,319 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,838,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,215,604 | CurrentTaxYearAmt |
| Total | $711,611,293 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $117,816,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,005,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,735,319 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,838,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,215,604 | CurrentTaxYearAmt |
| Total | $711,611,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $43,281,970 | SubstantialContributorsTotAmt |
| Public Support Total170 | $668,329,323 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,709,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,672,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,809,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,787,529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,235,669 | CurrentTaxYearAmt |
| Total | $10,215,429 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,419 | CurrentTaxYearMinus1YearAmt |
| Total | $161,474 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $721,988,196 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $153,040 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,154,308 | BeginningYearBalanceAmt |
| Contributions | $326,685 | ContributionsAmt |
| Investment Earnings Or Losses | $2,338,386 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $718,263 | OtherExpendituresAmt |
| End Year Balance | $18,101,116 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,790,123 | BeginningYearBalanceAmt |
| Contributions | $525,743 | ContributionsAmt |
| Investment Earnings Or Losses | $1,484,244 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $645,802 | OtherExpendituresAmt |
| End Year Balance | $16,154,308 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,217,922 | BeginningYearBalanceAmt |
| Contributions | $546,068 | ContributionsAmt |
| Investment Earnings Or Losses | -$403,984 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $569,883 | OtherExpendituresAmt |
| End Year Balance | $14,790,123 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,418,771 | BeginningYearBalanceAmt |
| Contributions | $301,073 | ContributionsAmt |
| Investment Earnings Or Losses | $1,748,212 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $250,134 | OtherExpendituresAmt |
| End Year Balance | $15,217,922 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,115,033 | BeginningYearBalanceAmt |
| Contributions | $496,256 | ContributionsAmt |
| Investment Earnings Or Losses | $2,553,526 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $746,044 | OtherExpendituresAmt |
| End Year Balance | $13,418,771 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,440,000 | OtherCostOrOtherBasisAmt |
| Book Value | $4,440,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,759,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,295,237 | DepreciationAmt |
| Book Value | $11,464,256 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $495,625 | OtherCostOrOtherBasisAmt |
| Depreciation | $179,148 | DepreciationAmt |
| Book Value | $316,477 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,220,733 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Charitable gift annuity liability | Desc |
| Amt | $3,103,016 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,103,016 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $194,766,791 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,424,266 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $44,458,733 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $164,189 | OtherRevenueAmt |
| Revenue Not Reported | $50,047,188 | RevenueNotReportedAmt |
| Revenue Subtotal | $144,719,603 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$66,311 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$66,311 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $144,653,292 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $187,287,346 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $44,458,733 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $83,659 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $44,542,392 | ExpensesNotReportedAmt |
| Expenses Subtotal | $142,744,954 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $142,744,954 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Chapman Cubine Adams Hussey & Associates | ||||||||
| 1600 Wilson Boulevard Suite 300 | Arlington | VA | 22209 | Direct mail production management services | 0 | $0 | $3,007,937 | -$3,007,937 |
| Covenant Calls LLC | ||||||||
| 1539 Fall River Avenue Ste 3 | Seekonk | MA | 02771 | Professional solicitor | 0 | $0 | $89,227 | -$89,227 |
| Gift Strategies LLC | ||||||||
| 1539 Fall River Avenue Ste 3 | Seekonk | MA | 02771 | Gift planning consultant | 0 | $0 | $454,480 | -$454,480 |
| M&R Strategic Services Inc | ||||||||
| 2120 L Street NW 6th Fl | Washington | DC | 20037 | Creative online marketing services | 0 | $0 | $253,083 | -$253,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $3,804,727 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$3,804,727 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (79 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AARP Inc | ||||||||
| 601 E St NW | Washington | DC | 20049 | 951985500 | 501(c)(4) | $7,369,816 | AARP, Inc. charitable work conducted on behalf of the AARP Foundation. | |
| Helpage USA | ||||||||
| 4750 41st Street NW | Washington | DC | 20016 | 431750256 | 501(c)(3) | $725,000 | Typhoon Haiyan Relief and emergency preparedness for vulnerable older adults. | |
| American Red Cross | ||||||||
| 22025 E St | Washington | DC | 20006 | 530196605 | 501(c)(3) | $60,000 | Oklahoma tornado relief | |
| ABS CBN Foundation | ||||||||
| 150 Shoreline Drive | Redwood City | CA | 94065 | 943292281 | 501(c)(3) | $60,000 | Typhoon Haiyan Relief in Philippines | |
| Action for Boston Community Development | ||||||||
| 178 Tremont Street | Boston | MA | 02111 | 042304133 | 501(c)(3) | $279,000 | Grant to support AARP Foundation's hunger initiative. | |
| Aging Services Inc | ||||||||
| 1179 E Main Street | Norman | OK | 73071 | 731326994 | 501(c)(3) | $20,000 | Oklahoma tornado relief | |
| Areawide Aging Agency Inc | ||||||||
| 4101 Perimeter Center Drive Ste 310 | Oklahoma City | OK | 73112 | 730960311 | 501(c)(3) | $35,000 | Oklahoma tornado relief | 310 |
| Association for Enterprise Opportunity | ||||||||
| 1111 16th St NW Ste 410 | Washington | DC | 20036 | 363834357 | 501(c)(3) | $80,000 | Grant to support AARP Foundation's income initiative. | |
| Atlanta Community Food Bank | ||||||||
| 732 Joseph E Lowery Blvd NW | Atlanta | GA | 30318 | 581376648 | 501(c)(3) | $25,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Baptist General Convention of the State of Oklahoma | ||||||||
| 3800 North May Avenue | Oklahoma City | OK | 73112 | 730621888 | 501(c)(3) | $125,000 | Oklahoma tornado relief | |
| Bevill State Community College Foundation Inc | ||||||||
| PO Box 862 | Fayette | AL | 35555 | 630578660 | 501(c)(3) | $163,700 | Grant to promote AARP Foundation's back to work program. | |
| The Campus Kitchens Project | ||||||||
| 19 Eye Street NW | Washington | DC | 20001 | 550825492 | 501(c)(3) | $625,000 | Grant to provide support to 50+ adults in need of food assistance. | |
| Cooperative for Assistance and Relief Everywhere (CARE USA) Inc | ||||||||
| 151 Ellis St NE | Atlanta | GA | 30303 | 131685039 | 501(c)(3) | $200,000 | Typhoon Haiyan Relief in Philippines | |
| City Harvest Inc | ||||||||
| 6 E 32nd Street 5th Fl | New York | NY | 10016 | 133170676 | 501(c)(3) | $50,000 | Donation 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 Fl | New York | NY | 10036 | 132967277 | 501(c)(3) | $75,000 | Grant to increase SNAP enrollments for the 50+. | |
| Council on Aging of Volusia County Inc | ||||||||
| 160 N Beach Street | Daytona Beach | FL | 32114 | 591160221 | 501(c)(3) | $25,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| DC Central Kitchen Inc | ||||||||
| 425 2nd St NW | Washington | DC | 20001 | 521584936 | 501(c)(3) | $10,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| DC Public Library Foundation Inc | ||||||||
| 901 G St NW Ste 400 | Washington | DC | 20001 | 521481008 | 501(c)(3) | $23,169 | Grant to support AARP Foundation's income initiative. | |
| Delta Sigma Theta Sorority Inc | ||||||||
| 1707 New Hampshire Ave NW | Washington | DC | 20009 | 530215218 | 501(c)(7) | $7,500 | Donation to support 50+ multigenerational and multicultural outreach. | |
| Do Something Inc | ||||||||
| 19 W 21st St 8th Fl | New York | NY | 10010 | 133720473 | 501(c)(3) | $810,000 | Grant to support AARP Foundation's intergenerational initiative. | |
| Elgin Community College Foundation | ||||||||
| 1700 Spartan Dr | Elgin | IL | 60123 | 363358690 | 501(c)(3) | $165,142 | Grant to promote AARP Foundation's back to work program. | |
| Family Matters of Greater Washington Inc | ||||||||
| 1509 16th St NW | Washington | DC | 20036 | 530208258 | 501(c)(3) | $36,000 | Donation to promote AARP Foundation's isolation initiative. | |
| Feeding America | ||||||||
| 35 East Wacker Drive Ste 2000 | Chicago | IL | 60601 | 363673599 | 501(c)(3) | $500,000 | Grant to develop sustainable solutions to older adult hunger. | |
| Feed More Inc | ||||||||
| 1415 Rhoadmiller St | Richmond | VA | 23220 | 541150923 | 501(c)(3) | $10,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Feed the Hungry Inc | ||||||||
| 6419 Floridon Ct | Springfield | VA | 22150 | 541796436 | 501(c)(3) | $30,000 | Typhoon Haiyan Relief in Philippines | |
| Daily Bread Food Bank (aka Feeding South Florida) | ||||||||
| 2501 SW 32nd Terrace | Pembroke Park | FL | 33023 | 592097520 | 501(c)(3) | $150,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| First Nations Development Institute | ||||||||
| 2432 Main Street | Longmont | CO | 80501 | 541254491 | 501(c)(3) | $250,000 | Grant to promote AARP Foundation's hunger initiative. | |
| Florida State College Foundation Inc | ||||||||
| 501 West State St | Jacksonville | FL | 32202 | 237168438 | 501(c)(3) | $163,316 | Grant to promote AARP Foundation's back to work program. | |
| Food Bank for New York City | ||||||||
| 39 Broadway | New York | NY | 10006 | 133179546 | 501(c)(3) | $50,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Generations United | ||||||||
| 1333 H St NW Ste 500W | Washington | DC | 20005 | 311542973 | 501(c)(3) | $217,464 | Grant to support AARP Foundation's intergenerational initiative. | |
| GK1 World Foundation | ||||||||
| 13860 Stowe Drive | Poway | CA | 92064 | 352361640 | 501(c)(3) | $60,000 | Typhoon Haiyan Relief in Philippines | |
| Gleaners Community Food Bank Inc | ||||||||
| 2131 Beaufait St | Detroit | MI | 48207 | 382156255 | 501(c)(3) | $10,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Greater Chicago Food Depository | ||||||||
| 4100 W Ann Lurie Place | Chicago | IL | 60632 | 362971864 | 501(c)(3) | $50,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Harvard University | ||||||||
| 1033 Massachusetts Ave 5th Fl | Cambridge | MA | 02138 | 042103580 | 501(c)(3) | $150,000 | Grant to support the State of Housing for Older Americans research project. | |
| Harvesters - The Community Food Network | ||||||||
| 3801 Topping Ave | Kansas City | MO | 64129 | 431208665 | 501(c)(3) | $10,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Houston Food Bank | ||||||||
| 535 Portwall | Houston | TX | 77029 | 742181456 | 501(c)(3) | $25,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Greater Kanawha Valley Foundation | ||||||||
| PO Box 3041 | Charleston | WV | 25331 | 556024430 | 501(c)(3) | $165,200 | Grant to promote AARP Foundation's back to work program. | |
| Lane Workforce Partnership | ||||||||
| 1500 Valley River Dr Ste 150 | Eugene | OR | 97401 | 930886373 | 501(c)(3) | $200,000 | Grant to promote AARP Foundation's financial capability program. | |
| LeadingAge Inc | ||||||||
| 2519 Connecticut Ave NW | Washington | DC | 20008 | 136213525 | 501(c)(3) | $120,797 | Grant to promote AARP Foundation's housing initiative. | |
| Legal Aid Services of Oklahoma Inc | ||||||||
| 2915 N Classen Blvd Ste 500 | Oklahoma City | OK | 73106 | 731022203 | 501(c)(3) | $20,000 | Oklahoma tornado relief | |
| Lifelong Aids Alliance | ||||||||
| 1002 E Seneca | Seattle | WA | 98122 | 911215715 | 501(c)(3) | $271,655 | Grant to provide support to the 50+ adults in need of food assistance. | |
| Los Angeles Regional Foodbank | ||||||||
| 1734 East 41st St | Los Angeles | CA | 90058 | 953135649 | 501(c)(3) | $50,000 | Donation to provide support to 50+ adults in need of food assist.ance. | |
| Magic Johnson Foundation | ||||||||
| 9100 Wilshire Blvd Ste 700 E Tower | Beverly Hills | CA | 90212 | 954349860 | 501(c)(3) | $167,128 | Grant to support AARP Foundation's intergenerational initiative | |
| Maricopa County Community Colleges Foundation | ||||||||
| 2419 W 14th St | Tempe | AZ | 85281 | 860327449 | 501(c)(3) | $165,186 | Grant to promote AARP Foundation's back to work program. | |
| Massachusetts Institute of Technology | ||||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | 042103594 | 501(c)(3) | $13,000 | Donation to support business plan competition. | |
| Mayors Fund to Advance New York City | ||||||||
| 253 Broadway 8th Fl | New York | NY | 10007 | 133783906 | 501(c)(3) | $100,000 | Hurricane Sandy relief | |
| National 4H Council | ||||||||
| 7100 Connecticut Ave | Chevy Chase | MD | 20815 | 362862206 | 501(c)(3) | $206,661 | Grant to support AARP Foundation's intergenerational initiative. | |
| Moraine Valley Community College Foundation | ||||||||
| 9000 W College Pkwy | Palos Hills | IL | 60465 | 363191202 | 501(c)(3) | $165,200 | Grant to promote AARP Foundation's back to work program. | |
| Meals on Wheels Association of America | ||||||||
| 413 North Lee Street | Alexandria | VA | 22314 | 237447812 | 501(c)(3) | $350,000 | Grant to provide support to 50+ adults in need of food assistance. | |
| National Housing Conference Inc | ||||||||
| 1900 M St NW Ste 200 | Washington | DC | 20036 | 530208180 | 501(c)(3) | $17,000 | Grant to promote AARP Foundation's housing initiative. | |
| New Hampshire Catholic Charities (New Hampshire Food Bank) | ||||||||
| 215 Myrtle St | Manchester | NH | 03104 | 020222163 | 501(c)(3) | $20,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| New York Coalition Against Hunger Inc | ||||||||
| 50 Broad Street Ste 1520 | New York | NY | 10004 | 133471350 | 501(c)(3) | $50,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| North Texas Food Bank | ||||||||
| 4500 S Cockrell Hill Rd | Dallas | TX | 75236 | 751785357 | 501(c)(3) | $65,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Northern Illinois Food Bank | ||||||||
| 273 Dearborn Ct | Geneva | IL | 60134 | 363203648 | 501(c)(3) | $50,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Oklahoma City Community Foundation | ||||||||
| PO Bo 1146 | Oklahoma City | OK | 73101 | 237024262 | 501(c)(3) | $100,000 | Oklahoma tornado relief | |
| Oklahoma Indian Missionary Conference | ||||||||
| 3020 S Harvey Ave | Oklahoma City | OK | 73109 | 730754463 | 501(c)(3) | $29,000 | Oklahoma tornado relief | |
| Older Adults Technology Services | ||||||||
| 168 7th Street | Broklyn | NY | 11215 | 550882599 | 501(c)(3) | $10,000 | Donation to promote AARP Foundation's isolation initiative. | |
| Pima Community College Foundation Inc | ||||||||
| 4905C E Broadway Blvd 252 | Tucson | AZ | 85709 | 860345089 | 501(c)(3) | $164,232 | Grant to promote AARP Foundation's back to work program. | |
| Rebuilding Together OKC Inc | ||||||||
| 730 West Wilshire Blvd 108 | Oklahoma City | OK | 73116 | 731450790 | 501(c)(3) | $80,000 | Oklahoma tornado relief | |
| Redwood Empire Food Bank | ||||||||
| 3990 Brickway Blvd | Santa Rosa | CA | 95403 | 680121855 | 501(c)(3) | $10,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Regional Food Bank of Oklahoma Inc | ||||||||
| 3355 S Purdue Ave | Oklahoma City | OK | 73137 | 731100380 | 501(c)(3) | $80,000 | Oklahoma tornado relief | |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc | ||||||||
| 305 7th Ave 15 F | New York | NY | 10001 | 132947657 | 501(c)(3) | $150,000 | Grant to promote AARP Foundation's isolation initiative. | |
| Santa Fe College Foundation Inc | ||||||||
| 300 Nw 83rd St | Gainesville | FL | 32606 | 510240884 | 501(c)(3) | $165,200 | Grant to promote AARP Foundation's back to work program. | |
| Santa Fe Community College | ||||||||
| 6401 S Richards Ave | Santa Fe | NM | 87508 | 850311615 | 501(c)(3) | $165,200 | Grant to promote AARP Foundation's back to work program. | |
| Second Harvest Food Bank | ||||||||
| 2950-B Jefferson St | Riverside | CA | 92504 | 330072922 | 501(c)(3) | $10,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Second Harvest Food Bank of Central Florida | ||||||||
| 411 Mercy Drive | Orlando | FL | 32805 | 592142315 | 501(c)(3) | $25,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Second Harvest Food Bank of Metrolina | ||||||||
| 500B Spratt St | Charolette | NC | 28206 | 561352593 | 501(c)(3) | $10,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Second Harvest Food Bank of Northeast Tennessee Inc | ||||||||
| 1020 Jericho Drive | Kingsport | TN | 37663 | 621303822 | 501(c)(3) | $15,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Senior Service America Inc | ||||||||
| 8430 Colesville Rd Ste 1200 | Silver Spring | MD | 20910 | 526048236 | 501(c)(3) | $200,000 | Grant to support AARP Foundation's income initiative. | |
| Tarrant Area Food Bank | ||||||||
| 2600 Cullen Street | Fort Worth | TX | 76107 | 751822473 | 501(c)(3) | $10,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Tarrant County College Foundation | ||||||||
| 1500 Houston St | Fort Worth | TX | 76102 | 752277475 | 501(c)(3) | $165,200 | Grant to promote AARP Foundation's back to work program. | |
| Temple University | ||||||||
| 2450 W Hunting Park Ave | Philadelphia | PA | 19122 | 231365971 | 501(c)(3) | $200,000 | Grant to support AARP Foundation's intergenerational initiative. | |
| The Salvation Army | ||||||||
| 440 West Nyack Road | West Nyack | NY | 10994 | 135562351 | 501(c)(3) | $60,000 | Oklahoma tornado relief | |
| Three Square Food Bank | ||||||||
| 4190 N Pecos Road | Las Vegas | NV | 89115 | 300396918 | 501(c)(3) | $35,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Tri-County Technical College Foundation Inc | ||||||||
| PO Box 587 | Pendleton | SC | 29670 | 570734955 | 501(c)(3) | $165,200 | Grant to promote AARP Foundation's back to work program. | |
| United Way of Pottawatomie County Inc | ||||||||
| 23 E 9th Ste 335 | Shawnee | OK | 74802 | 730732745 | 501(c)(3) | $70,000 | Oklahoma tornado relief | |
| Washington Animal Rescue League | ||||||||
| 71 Oglethorpe St NW | Washington | DC | 20011 | 530162440 | 501(c)(3) | $12,200 | Donation to support AARP Foundation's isolation initiative. | |
| Workplace Inc | ||||||||
| 350 Fairfield Ave Ste 302 | Bridgeport | CT | 06604 | 222484517 | 501(c)(3) | $600,000 | Grant to support the Platform to Employment initiative. | |
| World Food Prize Foundation | ||||||||
| 666 Grand Ave Ste 1700 | Des Moines | IA | 50309 | 421356715 | 501(c)(3) private | $10,000 | Donation to provide support to 50+ adults in need of food assistance. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 78 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a) | 13000 | $52,096,832 |
| AARP Employee Crisis Fund | 7 | $27,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | AARP Foundation has written grant agreements in place with financial and programmatic reporting requirements. The reports are reviewed and final payments are not made until all work has been completed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 | ||||||||||||||
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | All non-employee officers and directors for AARP Foundation serve on a volunteer basis and are not compensated for their generous commitment to AARP Foundation. The officers, directors, and key employees are reimbursed by AARP Foundation for travel and subsistence costs incurred in carrying out their duties. In addition, all non-employee officers and directors are reimbursed for travel and subsistence costs incurred for spouses/companions accompanying them to Foundation functions. All spouse/companion travel reimbursements, including tax gross-up payments, are treated as taxable income and Form 1099-MISC are issued as required by law. Board members 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 5 | Through 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | District of Columbia | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 254839H48 | CUSIPNum |
| Bond Issued | 2004-10-21 | BondIssuedDt |
| Issue Price | $25,000,000 | IssuePriceAmt |
| Purpose | Purchase of office space | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $25,000,000 | TotalProceedsAmt |
| Capital Expenditures | $23,688,767 | CapitalExpendituresAmt |
| Other Spent Proceeds | $1,311,233 | OtherSpentProceedsAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.01500 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.01500 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | AARP 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 7a | The 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 7b | The 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 11 | As 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 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, 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 18 | AARP Foundation makes its Form 990 available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO. |
| Form 990, Part VI, Section C, line 19 | AARP Foundation makes its audited financial statements available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AARP Inc | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | Social welfare organization dedicated to persons over age 50 | DC | 501(c)(4) | N/A | N/A | 0 | |
| AARP Institute | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 520788950 | Supporting org of AARP Fdn holding certain charitable gift annuity funds | DC | 501(c)(3) | 509(a)(3) | Yes (1) | AARP Foundation | |
| Legal Counsel for the Elderly | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 521194741 | Public charity providing legal assistance/education to DC elderly residents | DC | 501(c)(3) | 509(a)(1) | 0 | AARP Inc | |
| AARP Experience Corps | |||||||||||
| 2120 L Street NW | Washington | DC | 20049 | 263698436 | Engages adults aged 50+ as tutors & mentors for school children nationwide | DC | 501(c)(3) | 509(a)(1) | 0 | AARP Inc | |
| AARP Insurance Plan | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 526069387 | Grantor trust holding certain AARP group health insurance policies | DC | 501(c)(4) | N/A | 0 | AARP Inc | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| AARP Financial Services Corporation | |||||||||
| 601 E Street NW | Washington | DC | 20049 | 521367607 | Real Estate Holding Company | DE | AARP Inc | C | 0 |
| AARP Services Inc | |||||||||
| 601 E Street NW | Washington | DC | 20004 | 522141065 | Quality Control and Research | DE | AARP Inc | C | 0 |
| The H Wayne and Anne D Barbetti Charitable Remainder Unitrust | |||||||||
| 5011 Haven Avenue | Ocean City | NJ | 08226 | 206379297 | Charitable Remainder Trust | NJ | T | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (16 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP Inc - Grant award to AARP for performance of charitable activities | ||
| B | $7,369,816 | grant agreement |
| AARP Inc - Cash contributions | ||
| C | $14,680,000 | cash paid |
| AARP Inc - Bond standby agreement | ||
| E | $25,000,000 | in the event of default |
| AARP Inc - In-kind shared services | ||
| M | $16,043,906 | allocable cost |
| AARP Inc - In-kind advertising | ||
| M | $3,854,675 | publication space market value |
| AARP Inc - Mailing lists | ||
| N | $0 | see supplemental information |
| AARP Inc - Postage printing telephone expenses | ||
| P | $441,131 | costs incurred |
| AARP Inc - Building maintanence | ||
| P | $582,751 | costs incurred |
| AARP Inc - Salaries for dual employees | ||
| Q | $371,759 | actual salaries for time reported |
| AARP Inc - 25k Annual fee for line of credit and 10k for national event | ||
| R | $35,000 | cash paid |
| AARP Inc - In-kind office space | ||
| N | $239,554 | cost |
| AARP Institute - In-kind shared services | ||
| L | $28,530 | allocable cost |
| AARP Services Inc - Consulting services | ||
| M | $489,678 | costs incurred |
| AARP Services Inc - In-kind rent | ||
| N | $15,827 | cost |
| AARP Andrus Insurance Fund (workers' comp insurance) | ||
| R | $955,496 | premiums paid |
| Legal Counsel for the Elderly - Intercompany rent | ||
| J | $57,059 | cost |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 2(a)(6) | FormAndLineReferenceDesc |
| Explanation | AARP Foundation and AARP, its parent organization, share mailing lists. AARP does not rent its mailing list to other organizations, so a fair market value of the benefit to the Foundation has not been established. The AARP list is much larger and thus presumably more valuable than the Foundation list. Moreover, the vast majority of names on the AARP Foundation list are already on the AARP list, as they are also AARP members. | ExplanationTxt |
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