2013-06-27T15:51:33-05:00 2012-12-31 990 2012-01-01 951985500 AARP AARP 2024343220 601 E Street NW c/o Tax Dept Washington DC 20049 Robert R Hagans Jr 2024343220 2013-06-26 2012 2016-02-25 16:41:14Z Robert R Hagans Jr 601 E Street NW Washington DC 20049 2541124381 0 X www.aarp.org X 1958 DC AARP is a nonprofit, nonpartisan organization dedicated to enhancing the quality of life for... people age 50 and over. AARP leads positive social change for all as we age and creates impact through information, advocacy, and service. 22 22 1971 55519 158180231 739143 302197818 311634994 165300742 168654800 46821178 23325422 710117894 728078225 1224437632 1231693441 22055669 26434719 0 0 360399913 428333067 202500 210000 6417884 782586764 827629103 1165244846 1282606889 59192786 -50913448 1674176647 1931032941 1007921389 1184592373 666255258 746440568 X AARP is dedicated to enhancing quality of life for all as we age. We lead positive social change and deliver value to members through information, advocacy, and service. 0 0 298242432 433286 0 Membership Service helps ensure AARP is providing useful information, programs, and services to members and people 50+ through events, exhibits, AARP's award-winning website, member call center, and other interactive member touch points. Membership service summarizes AARP's position on activities related to the organization's strategic priorities, as well as the activities that support its strategic plan. 204203645 0 0 AARP publishes "AARP The Magazine," every other month (bimonthly) to be sure that we are providing highly useful information and outreach. "AARP The Magazine" includes the key areas of health, personal finance, work/life transitions, and personal enrichment. AARP also publishes 10 issues of "AARP Bulletin," a monthly publication (January/February and July/August are combined) that reports on such issues as Social Security, Medicare, and those related to work, retirement, pensions, benefits, health, and quality of life. "AARP The Magazine" and "AARP Bulletin" are provided to all AARP member households. Both publications are available electronically to the public on AARP's website www.aarp.org. 174141777 382352 0 Legislative Activities and Public Policy - Through AARP's Government Affairs Group, State Executive Councils, and AARP advocacy volunteers, AARP works to raise awareness and advocates for the rights of its members pertaining to the following issues: affordable health care for all Americans; intergenerational campaigns; ensuring the solvency of Social Security for current and future retirees; ensuring the long-term solvency of Medicare and prescription drug coverage; informing members and consumers about Medicare health insurance and related issues; independent living and long-term care; employment and job seeking for older workers; and financial security in retirement. 164846940 0 0 The Membership Development work is based on the recognition that members are an essential part of AARP's ability to achieve its mission. Speaking on behalf of its tens of millions of members gives AARP significant power and reach in advocating for social change in our national, federal, and state legislatures; and members also provide grassroots activism, volunteer work, and input into the problems faced by Americans as they age, which helps shape AARP's social change agenda. Membership Development is dedicated to ensuring that the member experience is valuable and a relevant portfolio of member services and benefits is available with key portfolio areas of: my health, my home & family, my money, and my personal time. Membership Development researches the wants and needs of specific segments within the population of age 50+, including, for example, multicultural segments, boomers, retired educators, and AARP's primary age segments (50-59, 60-69, and 70 and over). 109440359 0 0 The States and Communities Group (S&C) has established a field office in every state, the District of Columbia, Puerto Rico, and the Virgin Islands. S&C drives social change through advocacy, education, and outreach. These 53 offices coordinate AARP's local efforts and provide a structure that delivers personalized services and programs to members and other older Americans in their homes and communities. These offices offer needed assistance, information, and support to older Americans. They also fill many of the gaps in services that families, communities, and government are unable to address, enabling older persons to maintain their independence and dignity. 19783191 0 0 Education and Outreach - AARP researches and identifies certain strategic areas and focuses its activities and resources to develop programs, provide/produce information, and conduct studies on three key issues affecting members: health & family, finanical security, and long-term care. 7157674 0 0 The Office of Volunteer and Civic Engagement (OVCE) seeks to motivate unprecedented numbers of AARP members to actively participate in bringing about positive social change in America. The OVCE initiates service through: Create the Good, which connects individuals to a network of people, tools, and time-flexible voluteer opportunities; Day of Serivce, which AARP employees engage in community service; Andrus Awards for Community Service recognizes AARP volunteers who have made a difference in the communities in ways that supports AARP's mission, visions, and direction; AARP Chapters link members with community programs and services; Maureen McKoy Award for Excellence in Service recognizes an AARP employee who has fostered a significant engagement, service or community outreach on the job. 3967462 0 0 The AARP Experience Corps Program (AARP's newest service initiative), is an award-winning national program that engages people over 50 to tutor and mentor K-3 elementary school students struggling to learn to read. In the United States, nearly 70% of children are not reading proficiently by the end of third grade. High school dropout rates for students who were unable to read on grade level by third grade are four times higher than students who read proficiently. For students who live in poverty the statistics are significantly worse. The idea that from third grade onward, students should be reading to learn, not learning to read, inspires the work of AARP Experience Corps. AARP Experience Corps helps address this national problem by selecting caring, 50+ adult tutors through an application and enrollment process and securing their commitment to serve for an entire school year. Tutors frequently volunteer in schools in their own communities so that they directly give back to and help children in their own neighborhoods. AARP Experience Corps volunteer members also serve as mentors and role models who reflect the communities in which they live. More than half are African American and one in five is a former educator. The intergenerational interaction AARP Experience Corps provides helps build respect, caring, civility in relationships, and stronger communities. 15750000 15750000 0 AARP Foundation (cash contributions) 3436009 3436009 0 AARP Experience Corps (cash contributions) 2618418 2618418 Legal Counsel for the Elderly (cash contributions) 13953378 3814653 6988631 Various Other Programs 11489507 0 3485938 AARP/Member Events 352442938 25619080 10474569 1029030792 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 1890 0 1 1971 1 1 1 1 BR DA ID IS KS 0 0 1 1 0 X 22 22 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA X X Robert R Hagans Jr 2024343220 601 E Street NW Washington DC 20049 Robert Romasco 15.00 X 24748 0 0 Gail E Aldrich 15.00 X 20461 0 0 Carol Raphael 6.00 X 2699 0 0 A James Forbes Jr 6.00 X 6504 0 0 Jeannine English 6.00 X 13271 0 0 Allen Douma 6.00 1.00 X 8252 0 0 Raymond Dean Jones 6.00 X 0 0 0 Jacob Lozada 6.00 X 8662 0 0 J David Nelson 6.00 1.00 X 6235 0 0 Charles E Reed 6.00 X 20550 0 0 Catherine Georges 6.00 X 0 0 0 Barbara O'Connor 6.00 1.00 X 605 0 0 John Penn 6.00 X 8407 0 0 Diane Pratt 6.00 X 0 0 0 Fernando Torres-Gil 6.00 X 0 0 0 Gretchen Dahlen 6.00 X 1150 0 0 Ronald E Daly Sr 6.00 1.00 X 898 0 0 Jewell D Hoover 6.00 X 0 0 0 Timothy M Kelly 6.00 X 0 0 0 Joan R Ruff 6.00 X 3353 0 0 Eric J Schneidewind 6.00 X 0 0 0 Edward A Watson 6.00 X 2181 0 0 W Lee Hammond 15.00 X 3737 0 0 Leobardo Estrada 6.00 X 0 0 0 William J Hall 6.00 X 0 0 0 Mara Mayor 6.00 X 2596 0 0 Maeona Mendelson 6.00 X 15924 0 0 George T Rowan 6.00 X 0 0 0 John F Zarlengo 15.00 X 11056 0 0 Addison B Rand 45.00 X 879725 0 131367 Robert R Hagans Jr 50.00 X 457344 0 70153 Nancy A LeaMond 60.00 X 585200 0 55050 Steven Cone 50.00 X 459452 0 53900 Richard Randazzo 45.00 X 456962 0 63900 Emilio Pardo 55.00 X 432710 0 57252 Kevin Donnellan 50.00 X 416314 0 63886 Cynthia Lewin 45.00 X 397833 0 70991 Nancy Smith 50.00 X 390725 0 54987 Matthew Mitchell 50.00 X 377860 0 53952 Lorraine Cortes-Vazquez 60.00 X 352371 0 61998 Harroll Backus 50.00 1.00 X 336085 0 59628 Debra Whitman 50.00 X 196137 0 50561 Catherine Ventura-Merkel 55.00 X 429956 0 41948 Lynn Mento 45.00 X 340282 0 54531 Cris Gardner 50.00 X 332479 0 70897 Shelagh Daly Miller 45.00 X 325043 0 63552 Susan Reinhard 50.00 X 325690 0 64256 John Rother 0.00 X 245380 0 0 7898837 0 1142809 868 1 1 0 RR DONNELLEY 111 SOUTH WACKER DRIVE CHICAGO IL 60606 PRINTING SERVICES FOR PUBLICATIONS 71727363 GMMB INC 1010 WISCONSIN AVE NW WASHINGTON DC 20007 TELEVISION ADVERTISING 25451689 MERKLE INC 7001 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 CUSTOMER RELATIONS MKTG 14913968 PARADYSZ INC 5 HANOVER SQUARE NEW YORK NY 10004 AUDIENCE DEVELOPMENT 13757850 544 281102160 9298586 10000 21224248 311634994 Pub/Web Advertising 541800 158180231 158180231 Driver's Safety Program 900099 6532401 6532401 Member Event 900099 3485938 3485938 456230 456230 168654800 27977864 27977864 723333181 723333181 3048126 3028958 19168 19168 19168 1301749540 1306401982 -4652442 -4652442 -4652442 Miscellaneous Income 900099 2652111 2652111 Captive Insurance Premiums 900099 2073765 2073765 4725876 1231693441 10474569 158180231 751403647 26384719 26384719 50000 50000 6747633 2210382 4537251 229176735 148976875 79854694 345166 152717058 104623012 47922789 171257 27026748 15964706 11026794 35248 12664893 7867165 4780486 17242 878274 878274 459612 92948 366664 356500 356500 210000 210000 7775258 7775258 122745425 104426540 18279260 39625 199893939 185718570 13458918 716451 3834000 1371447 2462528 25 67473858 26738472 40209104 526282 26473139 20925101 5548038 11960494 9537320 2418887 4287 12064474 11077688 983096 3690 8916273 8916273 33978024 4282323 29695701 3327074 3327074 Printing & Postage 256051742 245420803 6401804 4229135 Member Call Center 16209306 16203379 5927 Research, Surveys, & Te 15014977 12783949 2231028 Miscellaneous Expense 11381852 3533793 7842368 5691 28834882 80485100 -51764003 113785 1282606889 1029030792 247158213 6417884 X 10505801 5869232 0 4636569 6194703 16714178 209319747 110313771 95089001 89538290 44456351 49177947 518761153 260066115 267408401 258695038 1043203637 1397786510 3000000 3000000 1021440 968595 4483367 4838612 1674176647 1931032941 116990962 152376222 223997628 245717564 174124828 174146493 492807971 612352094 1007921389 1184592373 X 666255258 746440568 666255258 746440568 1674176647 1931032941 X -50913448 131098754 4 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2803322 0 1 0 0 Organizations Direct and Indirect Political Campaign Activities: Part I-A, Line 1: AARP obtains responses from candidates running for political office at the federal, state, and local levels on issues that impact voters 50+. AARP then publishes (either in AARP The Magazine, voter guides mailed to members or distributed at AARP events or on AARP.org) the responses provided by the candidate's campaign alongside AARP's position on the issues. In 2012 AARP prepared non-partisan voter guides for all federal, state, and local elections. 46486264 46486264 187425066 68498685 118926381 41458251 20978898 20479353 243391572 170588532 72803040 258695038 Post retirement benefits 77922840 Deferred membership dues 262871657 IBNR reserve 4952000 Pension liability 266605597 612352094 X Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: AARP does not believe that there are any unrecognized tax benefits/liabilities that should be recorded. 0 0 0 0 0 0 0 0 0 0 UNITED KINGDOM General Support to HelpAge International UK 50000 1 0 0 0 0 0 0 0 AARP'S Public Outreach Office requires all departments to submit a two-page form detailing the donee organization, its mission, and how the contribution will support AARP's goals. The Public Outreach Office approves and tracks the contribution requests that best leverage relationships and advance AARP's mission. X X X X X X 1 Chapman Cubine Adams Hussey & Associates 1600 Wilson Blvd Ste 300 Arlington VA 22209 Direct mail and communications 0 0 1022074 -1022074 M&R Strategic Services 2120 L Street NW Washington DC 20037 Creative on-line marketing services 0 0 84000 -84000 1106074 -1106074 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV Explanation of Fundraising Payments Schedule G, Part I, Line 2b, Column (v) All fundraisers listed above do not raise funds directly for AARP, but provide counsel, services, and support to AARP's internal development office. Total payments to fundraisers Schedule G, Part I, Line 2b, column IV Chapman Cubine Adams Hussey & Associates: Professional fees $ 126,000 Advertising costs 888,807 Miscellaneous costs 6,270 Printing costs 996 Total payments reported on Schedule G $1,022,074 M&R Strategic Services, Inc.: Professional fees $ 84,000 Total payments reported on Schedule G $ 84,000 1 100 BLACK MEN OF AMERICA INC 141 AUBURN AVENUE ATLANTA GA 30303 581974429 501(C)(3) 60000 SUPPORT FOR THE AFRICAN AMERICAN INITIATIVE 100 BLACK MEN OF CHICAGO INC 3743 S MARTIN LUTHER KING DR CHICAGO IL 60616 364104895 501(C)(3) 15010 SUPPORT FOR THE AFRICAN AMERICAN INITIATIVE NEW YORK UNIVERSITY 726 BROADWAY - 9TH FLOOR NEW YORK NY 10003 135562308 501(C)(3) 22000 SUPPORTING THE DIVERSE FAMILY CAREGIVERS ACROSS SETTINGS PROJECT WITH THE LANGELOTH FOUNDATION WOLTERS KLUWER HEALTH 351 W CAMDEN STREET BALTIMORE MD 21201 132932696 CORPORATION 18353 SUPPORTING THE DIVERSE FAMILY CAREGIVERS ACROSS SETTINGS PROJECT WITH THE LANGELOTH FOUNDATION AFFORDABLE MEDICINE RESEARCH INSTITUTE INC 777 6TH STREET NW STE 510 WASHINGTON DC 20001 453526383 501(C)(3) 50000 CONTRIBUTION TO SUPPORT THE DEVELOPMENT OF RESEARCH AND INFORMATION MATERIALS FOR CONSUMERS TO CREATE A KNOWLEDGE BASE AND DEMAND FOR AVAILABILITY OF GENERIC MEDICATIONS. THE ADVOCACY FUND DBA ELDERCARE WORKFORCE ALLIANCE 750 1ST ST NW FLOOR 5 WASHINGTON DC 20002 943153687 501(C)(4) 10000 GENERAL SUPPORT AMERICAN GI FORUM OF THE US 2870 N SPEAR BLVD STE 104 DENVER CO 80211 850133743 501(C)(4) 15000 SPONSORSHIP OF THE 2012 NATIONAL CONFERENCE AMERICAN INSTITUTE OF ARCHITECTURE STUDENTS INC 1735 NEW YORK AVE WASHINGTON DC 20006 521239053 501(C)(3) 10000 GENERAL SUPPORT TO PROMOTE DESIGN IN CHANGING AND AGING COMMUNITIES AARP EXPERIENCE CORPS 2120 L STREET NW WASHINGTON DC 20037 263698436 501(C)(3) 3436009 GRANT TO SUPPORT EXPANSION OF SENIOR VOLUNTEER PROGRAM ASIAN AMERICAN GOVERNMENT EXECUTIVES 1001 CONNECTICUT AVE NW STE 530 WASHINGTON DC 20036 522009381 501(C)(3) 25000 SPONSORSHIP OF LEADERSHIP CONFERENCE AND GALA DINNER ASIAN AMERICAN JOURNALISTS ASSOCIATION 5 THIRD STREET 1108 SAN FRANCISCO CA 94103 953755203 501(C)(3) 30000 SPONSORSHIP OF THE AAJA 2012 GALA ASIAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND 99 HUDSON ST 12TH FL NEW YORK NY 10013 132855641 501(C)(3) 10000 GENERAL SUPPORT ASPEN INSTITUTE INC ONE DUPONT CIRCLE NW 700 WASHINGTON DC 20036 840399006 501(C)(3) 20000 SUPPORT OF INITIATIVE ON FINANCIAL SECURITY PROGRAM SMART GROWTH AMERICA 1707 L ST NW STE 1050 WASHINGTON DC 20036 270038938 501(C)(3) 45000 GRANT TO SUPPORT ADVOCACY ON COMPLETE STREETS AND MOBILITY OPTIONS ASSOCIATION OF FUNDRAISING PROFESSIONALS 4300 WILSON BLVD STE 300 ARLINGTON VA 22203 521290168 501(C)(3) 10000 SUPPORT FOR THE AFP DC NATIONAL CAPITAL PHILANTHROPY DAY BELL POLICE OFFICERS ASSOCIATION 6245 ATLANTIC AVE 228 BELL CA 90201 953751727 501(C)(4) 17000 GENERAL SUPPORT CONGRESSIONAL HISPANIC CAUCUS 911 2ND ST NE WASHINGTON DC 20002 521114225 501(C)(3) 51500 SUPPORT INTERSHIP & PUBLIC POLICY FELLOWSHIP PROGRAM BOISE STATE UNIVERSITY 2225 W UNIVERSITY DRIVE BOISE ID 83706 826010706 501(C)(3) 10000 SUPPORT FOR IPAG TO COLLECT QUANTITATIVE AND QUALITATIVE DATA FROM COMMUNITY PROFESSIONALS TO GUIDE THE DEVELOPMENT OF A STATEWIDE PLAN FOR ALZHEIMER'S DISEASE AND OTHER DEMENTIAS FOR IDAHO. CAPITAL CARING 2900 TELESTAR COURT FALLS CHURCH VA 22042 541920770 501(C)(3) 10000 SPONSORSHIP FOR THE 2012 PASSION FOR CARING GALA MAINE EQUAL JUSTICE PARTNERS 126 SEAWALL ST AUGUSTA ME 04330 043346273 501(C)(3) 5500 SUPPORT FOR FOOD STAMP ENROLLMENT OUTREACH AND TRAINING FOR COMBATING FOOD INSECURITY AMONG MAINERS 50+ CENTER FOR RESPONSIBLE LENDING 302 W MAIN STREET DURHAM NC 27701 743043913 501(C)(3) 15000 GRANT FOR THE WALL STREET REFORM POLL CHURCH OF GOD IN CHRIST OF DAYTONA BEACH 636 HAWK STREET DAYTONA BEACH FL 32123 593164263 501(C)(3) 10000 SPONSORSHIP FOR THE 2012 HOLY CONVOCATION COMMUNITY FOOD BANK OF EASTERN OKLAHOMA 1304 N KENOSHA AVE TULSA OK 74106 731184980 501(C)(3) 10000 SPONSOR OF THE PILOT PROGRAM FOR THE PROCUREMENT OF FOOD THAT IS BOTH NUTRITIOUS AND SENSITIVE TO THE SPECIFIC HEALTH ISSUES OF OLDER ADULTS. AARP FOUNDATION 601 E STREET NW WASHINGTON DC 20049 520794300 501(C)(3) 15750000 GENERAL SUPPORT LEGAL COUNSEL FOR THE ELDERLY 601 E STREET NW WASHINGTON DC 20049 521194741 501(C)(3) 2618418 GENERAL SUPPORT DEFEND MICHIGAN 216 MARSHALL STREET LANSING MI 48912 300370696 501(C)(3) 40000 SUPPORT IN DEFENSE OF BALLOT MEASURES EMPLOYEE BENEFIT RESEARCH INSTITUTE 1100 13TH STREET NW 878 WASHINGTON DC 20006 521134631 501(C)(6) 10000 GENERAL SUPPORT AMERICA'S CHARITIES 14150 NEWBROOK DR STE 110 CHANTILLY VA 20151 541517707 501(C)(3) 551358 AARP GIFT MATCHING PROGRAM PARTNER ASIAN PACIFIC AMERICAN INSTITUTE OF CONGRESS STUDIES 1001 CONNECTICUT AVE NW STE 530 WASHINGTON DC 20036 521917903 501(C)(3) 20000 GENERAL SUPPORT ASIAN AMERICAN FEDERATION 120 WALL STREET NEW YORK NY 10005 133572287 501(C)(3) 8500 GALA SPONSORSHIP ENERGY OUTREACH COLORADO 225 E 16TH AVENUE STE 200 DENVER CO 80203 742543881 501(C)(3) 10000 GENERAL SUPPORT ENTERTAINMENT INDUSTRY FOUNDATION 1201 WEST 5TH ST T-700 LOS ANGELES CA 90017 951644609 501(C)(3) 225000 GRANT TO ASSIST IN THE PRODUCTION OF A PUBLIC SERVICE ANNOUNCEMENT ABOUT THE FUTURE OF MEDICARE AND SOCIAL SECURITY WHICH SUPPORTS AARP'S "YOU'VE EARNED A SAY" INITIATIVE. GENERATIONS UNITED INC 1331 H ST NW WASHINGTON DC 20005 311542973 501(C)(3) 10000 GENERAL SUPPORT BOARD OF INCORPORATORS OF THE AFRICAN METHODIST EPISCOPAL CHURCH 1134 11TH ST NW WASHINGTON DC 20001 530204696 501(C)(3) 70000 SPONSORSHIP OF THE 49TH QUADRENNIAL GENERAL CONFERENCE TO SUPPORT THE AFRICAN AMERICAN FAITH BASED INITIATIVE HISPANIC ASSOCIAITON ON CORPORATE RESPONSIBILITY 1444 I STREET NW 850 WASHINGTON DC 20005 850356947 501(C)(3) 50000 2012 HACR SPONSORSHIP CITIZENS ADVOCACY CENTER 1400 16TH ST NW STE 101 WASHINGTON DC 20036 521856543 501(C)(3) 40000 SUPPORT CAC'S ONGOING ACTIVITIES TO PROTECT AND PROMOTE THE PUBLIC HEALTH AND SAFETY BY SUPPORTING, EDUCATING, TRAINING, AND NETWORKING PUBLIC MEMBERS WHO SERVE ON THE BOARDS OF DIRECTORS OF STATE HEALTH LICENSING BOARDS, NATIONAL VOLUNTARY HEALTH CREDENTIALING ORGANIZATIONS, AND OTHER HEALTH OVERSIGHT BODIES. COALITION TO TRANSFORM ADVANCED CARE 701 PENNSYLVANIA AVE STE 900 WASHINGTON DC 20004 452604332 20000 SUPPORT OF WORKGROUP IN TRANSFORMING ADVANCED ILLNESS CARE CONSUMER COALITION FOR QUALITY HEALTH CARE 1612 K ST NW STE 400 WASHINGTON DC 20006 521985179 501(C)(3) 40000 SUPPORT OF ADVOCACY FOR CONSUMER PROTECTION & QUALITY IN HEALTH CARE CUBAN AMERICAN NATIONAL COUNCIL INC 1223 SW 4TH ST MIAMI FL 33135 237269955 501(C)(3) 40000 SPONSOR OF HEALTH, SAFETY, AND WELLNESS FAIRSPONSOR OF HEALTH, SAFETY, & WELLNESS FAIR IDA ORE PLANNING AND DEVELOPMENT ASSOCIATION INC 125 E 50TH STREET GARDEN CITY ID 83714 820297631 501(C)(3) 14000 GENERAL SUPPORT INSTITUTE OF CHURCH ADMINISTRATION AND MANAGEMENT 676 BECWITH STREET SW ATLANTA GA 30314 200759212 501(C)(3) 30000 GENERAL SUPPORT IOWA FOOD BANK ASSOCIATION 2101 KIMBALL AVE 1408 WATERLOO IA 50702 271554605 501(C)(3) 9350 GENERAL SUPPORT JAMESTOWN COMMUNITY FARM INC PO BOX 352 JAMESTOWN RI 02835 270657993 501(C)(3) 10000 GALA SPONSOR JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS 2700 F STREET NW WASHINGTON DC 20566 530245017 501(C)(3) 10000 GALA SPONSOR HISPANIC HERITAGE FOUNDATION 1444 DUKE STREET ALEXANDRIA VA 22314 521818255 501(C)(3) 35000 SUPPORT HSISPANIC/LATINO INITIATIVE JOINT CENTER FOR POLITICAL & ECONOMIC STUDIES 1090 VERMONT AVE NW STE 1100 WASHINGTON DC 20005 521069070 501(C)(3) 18000 GENERAL SUPPORT JAPANESE AMERICAN CITIZENS LEADERSHIP PO BOX 18558 SEATTLE WA 98118 916036360 501(C)(3) 35000 SUPPORT OF FELLOWSHIP AND GALA EVENT KAPPA ALPHA PSI FRATERNITY INC 2322-24 N BROAD STREET PHILADELPHIA PA 19132 231431779 501(C)(6) 45000 GENERAL SUPPORT LULAC INSTITUTE 201 E MAIN DRIVE STE 605 EL PASO TX 79901 522072106 501(C)(3) 110000 GENERAL SUPPORT NALEO EDUCATION FUND 1122 W WASHINGTON BLVD LOS ANGELES CA 90015 521212849 501(C)(3) 90000 SUPPORT OF THE NALEO LEGISLATIVE SUMMIT ON HEALTH KINGDOM WORSHIP CENTER INC 6419 YORK ROAD BALTIMORE MD 21212 521320633 501(C)(3) 15000 SPONSORSHIP OF EVENT LABOR COUNCIL FOR LATIN AMERICAN ADVANCEMENT 815 16TH STREET NW WASHINGTON DC 20006 521002207 501(C)(3) 70000 GENERAL SUPPORT NATIONAL ACADEMY OF SOCIAL INSURANCE 1776 MASSACHUSETTS AVE NW STE 615 WASHINGTON DC 20036 521451753 501(C)(3) 20000 SPONSORSHIP OF MEDICARE ACADEMY AND ANNUAL CONFERENCE LATINOS LEADERS NETWORK INC 438 EAST 200 SOUTH 3RD FL SALT LAKE CITY UT 84111 510601578 501(C)(3) 20000 SPONSORSHIP OF CONFERENCE LEADERSHIP EDUCATION FOR ASIAN PACIFICS INC 327 E 2ND ST 226 LOS ANGELES CA 90012 953879677 501(C)(3) 10000 2012 LEAP ANNUAL CONTRIBUTOR SPONSORSHIP MAC INC 909 PROGRESS CIRCLE SALISBURY MD 21804 520992005 501(C)(3) 11000 GENERAL SUPPORT NATIONAL JAPANESE AMERICAN MEMORIAL 1620 I ST NW STE 925 WASHINGTON DC 20006 954255318 501(C)(3) 25000 NATIONAL VETERANS NETWORK SPONSORSHIP NATIONAL URBAN FELLOWS 989 AVENUE OF THE AMERICAS STE 400 NEW YORK NY 10018 237404350 501(C)(3) 71111 GENERAL SUPPORT NATIONAL URBAN LEAGUE 120 WALL STREET NEW YORK NY 10005 131840489 501(C)(3) 35000 CONFERENCE SPONSOR ORGANIZATION OF CHINESE AMERICANS INC 1322 18TH ST NW WASHINGTON DC 20036 237250499 501(C)(3) 7000 SUPPORT THE SENIOR OUTREACH PROGRAM PARENTS STEP AHEAD 2102 EMPIRE CENTRAL DALLAS TX 75235 262477378 501(C)(3) 9000 GENERAL SUPPORT PENSION RIGHTS CENTER 1350 CONNECTICUT AVE NW STE 206 WASHINGTON DC 20036 521059121 501(C)(3) 50000 GENERAL SUPPORT MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE NE 49-3142 CAMBRIDGE MA 02139 042103594 501(C)(3) 170000 SPONSORSHIP FOR THE AGELAB DISRUPTIVE DEMOGRAPHICS: INVENTING THE FUTURE OF PLACE AND SPACE SYMPOSIUM SIGMA PI PHI FRATERNITY 2119 AMBASSADOR CIRCLE LANCASTER PA 17603 236393069 501(C)(3) 25000 ANNUAL SPONSORSHIP MONTANAS FOR FISCAL ACCOUNTABILITY 1232 E 6TH AVE HELENA MT 59601 810169635 501(C)(6) 35000 SUPPORT TO OPPOSE LEGISLATIVE REFERENDUM LR123, A REFUND OF SURPLUS STATE TAX DOLLARS THAT WILL NEGATIVELY AFFECT FUNDING FOR SENIOR SERVICES. MT CALVARY HOLY CHURCH OF AMERICA 610 RHODE ISLAND AVE NE WASHINGTON DC 20002 522009474 501(C)(3) 20000 SPONSORSHIP OF THE 2012 MCHCA INTERNATIONAL CONVOCATION NATIONAL ASSOCIATION OF BLACK JOURNALISTS 110 KNIGHT HALL STE 3100 COLLEGE PARK MD 20742 521266959 501(C)(3) 37500 SPONSORSHIP OF THE NABJ ANNUAL CONVENTION AND CAREER FAIR NATIONAL BAPTIST CONVENTION USA INC 1700 BAPTIST WORLD CENTER DRIVE NASHVILLE TN 37207 621629306 501(C)(3) 50000 GENERAL SUPPORT NATIONAL CONSUMERS LEAGUE 1701 K STREET NW WASHINGTON DC 20006 530242038 501(C)(3) 10000 SUPPORT FOR MEDICARE ADHERENCE CAMPAIGN NATIONAL COUNCIL OF NEGRO WOMEN 633 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 530173054 501(C)(3) 92500 SUPPORT FOR THE AFRICAN AMERICAN HEALTH CARE REFORM TOUR NATIONAL HISPANIC MEDICAL ASSOCIATION 1920 L STREET NW 725 WASHINGTON DC 20036 521884446 501(C)(6) 15000 CONFERENCE SPONSORSHIP NAACP 1065 AVENUE OF THE AMERICAS STE 300 300 NEW YORK NY 10018 131084135 501(C)(3) 87500 CONVENTION SPONSORSHIP NATIONAL WOMEN'S LAW CENTER 11 DUPONT CIRCLE WASHINGTON DC 20036 521213010 501(C)(3) 15000 SUPPORT FOR PAPERS ON WOMEN AND SOCIAL SECURITY AS PART OF NWLC'S EFFORT TO PROTECT AND STREGTHEN SOCIAL SECURTY FOR LOW-INCOME WOMEN NCBW COMMUNITY SERVICES FUND 1925 ADAM CLAYTON POWELL BLVD 1L NEW YORK NY 10026 133341206 501(C)(3) 40000 GENERAL SUPPORT NCSL FOUNDATION FOR STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER CO 80230 742232576 501(C)(3) 22500 2012 SPONSORSHIP NORTH WEST LANSING HEALTHY COMMUNITIES INITATIVE 530 W IONOA STREET LANSING MI 48933 061674223 501(C)(3) 10000 GRANT TO HELP IMPROVE THE HEALTH OF THE 50+ POPULATION IN THE CITY OF LANSING OPEN FIELD FOUNDATION 11440 SAN VICENTE BLVD STE 300 LOS ANGELES CA 90049 451837864 501(C)(3) 250000 SPONSORSHIP OF THE SHRIVER REPORT PROJECT PENTECOSTAL CHURCH OF GOD IN CHRIST 528 CHEERFUL STREET WEST PALM BEACH FL 33407 650570703 501(C)(3) 7000 SPONSORSHIP PUERTO RICAN BAR ASSOCIATION SCHOLARSHIP 303 PARK AVENUE RM 1405 NEW YORK NY 10005 061016586 501(C)(3) 7500 SUPPORT FOR THE PRBA SCHOLARSHIP FUND GALA REGIONAL FOOD BANK OF OKLAHOMA PO BOX 270968 OKLAHOMA CITY OK 73137 421589809 501(C)(3) 11624 GENERAL SUPPORT SISTER TO SISTER EVERYONE HAS A HEART FOUNDATION INC 4701 WILLARD AVENUE 221 CHEVY CHASE MD 20815 522276395 501(C)(3) 15000 SUPPORT TO EDUCATE WOMEN THAT HEALTHY LIFESTYLE CHANGES CAN REDUCE THE RISK OF HEART DISEASE SOUTH CAROLINA EAT SMART MOVE MORE COALITION 111 STONEMARK LANE COLUMBIA SC 29210 571096619 501(C)(3) 5350 SUPPORT THE LIVABLE COMMUNITIES WORKSHOP THE FORGET ME NOT PROJECT 7119 ABRON DRIVE DURHAM NC 27713 274621944 501(C)(3) 50495 GENERAL SUPPORT THE LINKS FOUNDATION INC 1200 MASSACHUSETTS AVE NW WASHINGTON DC 20005 521170830 501(C)(3) 90000 GENERAL SUPPORT THE NATIONAL COALITION ON HEALTH CARE 1120 G STREET NW STE 810 WASHINGTON DC 20005 521687849 501(C)(3) 50000 GENERAL SUPPORT UNITED COVENANT CHURCHES OF CHRIST INC 10515 CHESTER AVE CLEVELAND OH 44106 341691251 501(C)(3) 20000 SPONSORSHIP OF THE NATIONAL CONVOCATION UNITED NEGRO COLLEGE FUND INC 8260 WILLOW OAKS CORPORATE DRIVE FAIRFAX VA 22031 131624241 501(C)(3) 7500 SPONSORSHIP OF THE BLACK AND WHITE BALL UNIVERSITY OF CALIFORNIA UCSF BOX 0248 SAN FRANCISCO CA 94143 946036493 501(C)(3) 10000 GENERAL SUPPORT UNIVERSITY OF VIRGINIA ALUMNI PO BOX 400314 CHARLOTTESVILLE VA 22903 540485595 501(C)(3) 28750 SPONSORSHIP OF THE JULIAN BOND CELEBRATION GALA UNITED SERVICE ORGANIZATION INC 2111 WILSON BLVD ARLINGTON VA 22201 131610451 501(C)(3) 169086 SUPPORT FOR THE USO'S WARRIOR AND FAMILY CARE CAMPAIGN UTAH FOOD BANK 3150 SOUTH 900 WEST SALT LAKE CITY UT 84119 870212453 501(C)(3) 8000 GENERAL SUPPORT VILLAGE TO VILLAGE NETWORK LLC 2011 CRYSTAL DRIVE ARLINGTON VA 22202 271063665 501(C)(3) 25000 SPONSORSHIP WISER 1140 19TH STREET NW 550 WASHINGTON DC 20036 521997317 501(C)(3) 15000 SPONSORSHIP OF THE ANNUAL WOMEN'S RETIREMENT SYMPOSIUM 84 9 AARP'S Public Outreach Office requires all departments to submit a two-page form detailing the donee organization, its mission, and how the contribution will support AARP's goals. The Public Outreach Office approves and tracks the contribution requests that best leverage relationships and advance AARP's mission. X X X 1 1 X X X X X 1 0 0 1 1 0 0 0 0 Addison B Rand 677000 0 177452 0 25273 0 113525 0 17842 0 1011092 0 0 0 Robert R Hagans Jr 362250 0 92367 0 2727 0 53025 0 17128 0 527497 0 0 0 Nancy A LeaMond 454075 0 127132 0 3993 0 53025 0 2025 0 640250 0 0 0 Steven Cone 363731 0 92088 0 3633 0 43025 0 10875 0 513352 0 0 0 Richard Randazzo 350200 0 99412 0 7350 0 53025 0 10875 0 520862 0 0 0 Emilio Pardo 342122 0 89402 0 1186 0 46154 0 11098 0 489962 0 0 0 Kevin Donnellan 327151 0 86484 0 2679 0 53025 0 10861 0 480200 0 0 0 Cynthia Lewin 310509 0 84996 0 2328 0 53025 0 17966 0 468824 0 0 0 Nancy Smith 306586 0 81623 0 2516 0 53025 0 1962 0 445712 0 0 0 Matthew Mitchell 178245 0 70084 0 129531 0 42737 0 11215 0 431812 0 0 0 Lorraine Cortes-Vazquez 276765 0 72300 0 3306 0 53025 0 8973 0 414369 0 0 0 Harroll Backus 261389 0 67632 0 7064 0 53025 0 6603 0 395713 0 0 0 Debra Whitman 193846 0 1800 0 491 0 39540 0 11021 0 246698 0 0 0 Catherine Ventura-Merkel 139927 0 51838 0 238191 0 40673 0 1275 0 471904 0 0 0 Lynn Mento 276093 0 62531 0 1658 0 53025 0 1506 0 394813 0 0 0 Cris Gardner 270361 0 61233 0 885 0 53025 0 17872 0 403376 0 0 0 Shelagh Daly Miller 229994 0 94508 0 541 0 53025 0 10527 0 388595 0 0 0 Susan Reinhard 265700 0 56856 0 3134 0 53025 0 11231 0 389946 0 0 0 John Rother 0 0 0 0 245380 0 0 0 0 0 245380 0 0 0 Part I, Line 1a AARP board members, officers, and key employees are provided the benefit of first-class travel on flights exeeding 5 hours when business class accommodations are not available. Directors may also use first-class travel if prior approval is obtained from the Corporate Secretary's Office due to medical reasons or for especially late-night arrival, or if approved by the Board Chair. The AARP Chief Executive Officer is provided the benefit of first-class travel on flights exceeding 90 minutes due to the extensive travel requirements of the position. In 2012, 17 board members used first-class travel. All directors for AARP serve on a volunteer basis and are not compensated for their generous commitment to AARP. The officers, directors, and key employees are, however, reimbursed by AARP for travel and subsistence costs incurred in carrying out their duties. In addition, directors are reimbursed for travel and subsistence costs incurred for spouses/companions accompanying them to Association functions. The board members receive a gross-up payment to ensure there are no out-of-pocket expenses related to the income taxes for the spouse/companion travel. All spouse/companion travel reimbursements and tax gross-up payments are treated as taxable income to the directors. The Chief Executive Officer of AARP was given the following benefits in 2012: 1) group-term life and supplemental life insurance policy, premiums paid by AARP in 2012 were $19,392.03; 2) spousal travel of $5,520.24; and 3) parking benefits of $360.00 All items were treated as taxable compensation to Mr. Rand in 2012. Part I, Line 4a John Rother received a separation payment in the amount of $245,380.36 in 2012. A separation payment in the amount of $236,989.10 is included in Catherine Ventura-Merkel's compensation package in 2012. A separation payment in the amount of $128,744.04 is included in Matthew Mitchell's compensation package in 2012. Part I, Line 5 Under AARP's enterprise-wide compensation plan numerous organizational factors are considered in employee compensation, of which gross revenues is one factor. The position of VP Advertising Sales receives compensation based on this plan, but includes an additional factor of advertising sales performance for the publications. Form 990, Part VI, Section A, line 4 AARP's bylaws were amended to conform to the new DC Nonprofit Corporation Act. Form 990, Part VI, Section B, line 11 The Form 990 is prepared and reviewed in AARP's internal tax department. The return is then put through a secondary review which includes the AARP Controller and AARP General Counsel. After this thorough review process, the Form 990 is distributed to the Board of Directors for their review. After all issues are addressed the return is reviewed by the Chief Financial Officer prior to electronically filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Annually, all board members and employees (including officers) are required to review the Code of Conduct, formally acknowledge their understanding of the Code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Governance Committee), and the Chief Ethics & Compliance Officer. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Chief Ethics & Compliance Officer monitors compliance with these requirements and ensures proper follow-up as needed. Form 990, Part VI, Section B, line 15a AARP considers relevant for-profit and not-for-profit data since this is the landscape in which AARP competes for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third party compensation consulting firm, internal criteria, and an individual's actual performance and contribution. Internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive awards programs. For the CEO, information from all three areas (external data, internal data, individual performance and contribution) is submitted to the Board of Directors for review and approval. In some cases, the Board may deal directly with the independent, third party compensation consulting firm on external market pricing. The individual in this position may have legal representation and may insist on an employment contract with terms that are mutually agreed upon by the individual and the Board. Form 990, Part VI, Section C, line 19 AARP makes its Form 990 available on its website at www.aarp.org or upon request to the General Counsel's Office. AARP's audited financial statements and conflict of interest policy are also available on its website at www.aarp.org. AARP's Form 1024 will be made public upon request to AARP's Office of General Counsel. All other governing documents will be made available to the public in the event those documents are included in a filing with the Internal Revenue Service. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: rounding adjustment 4. Henderick Motorsports Form 990, Part VII, Section B, Line 1 Based on a confidentiality provision in the contract with Hendrick Motorsports, the amount paid by AARP cannot be disclosed. Transactions with Related Organizations Schedule R, Part V, Question 2 The AARP Insurance Plan is a grantor trust established by an Agreement and Declaration of Trust for the purpose of making group health insurance and other health-related products and services available to AARP, Inc. members. Agreements between AARP, Inc., AARP Services, Inc., and several insurance companies enable AARP-branded insurance products to be made available to AARP members. At the direction of the third party insurance carriers, the Plan pays AARP, Inc. a portion of the total premiums collected for the use of its intellectual property, which is reported as royalties in the consolidated statements of activities. AARP Properties LLC 601 E Street NW Washington DC 20049 951985500 Real estate holding company DE 19168 133898478 AARP AARP 650 F 2-3 LLC 601 E Street NW Washington DC 20049 951985500 Real estate holding company DE 0 15137598 AARP AARP 650 F 4-5 LLC 601 E Street NW Washington DC 20049 951985500 Real estate holding company DE 0 14773429 AARP AARP Carson Place LLC 601 E Street NW Washington DC 20049 951985500 Real estate holding company DE 0 19311417 AARP AARP Watson Plaza LLC 601 E Street NW Washington DC 20049 951985500 Real estate holding company DE 0 0 AARP AARP Andrus Insurance Fund LLC 601 E Street NW Washington DC 20049 951985500 Insurance captive DC 2858572 8758400 AARP AARP Foundation 601 E Street NW Washington DC 20049 520794300 Foundation dedicated to persons over 50 at social and economic risk DC 501 (c)(3) 509(a)(1) AARP 1 AARP Institute 601 E Street NW Washington DC 20049 520788950 Supporting org of AARP Fdn holding certain charitable gift annuity funds DC 501 (c)(3) 509(a)(3) AARP Foundation 1 Legal Counsel for the Elderly 601 E Street NW Washington DC 20049 521194741 Provides free or low cost legal assistance and education to DC elderly DC 501 (c)(3) 509(a)(1) AARP 1 AARP Experience Corps 601 E Street NW Washington DC 20049 263698436 Engages adults aged 50+ as tutors & mentors for school children nationwide DC 501 (c)(3) 509(a)(1) AARP 1 AARP Insurance Plan 601 E Street NW Washington DC 20049 526069387 Grantor Trust holding certain AARP group health insurance policies DC 501 (c)(4) AARP 1 AARP Financial Services Corporation 601 E Street NW Washington DC 20049 521367607 Real estate holding company DE AARP C 1355717 3546162 1.00000 1 AARP Services Inc (consolidated) 650 F Street NW Washington DC 20004 522141065 Quality control and research DE AARP C 113702809 76757188 1.00000 1 1 1 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 AARP Foundation (cash contributions) B 15750000 cash paid AARP Foundation (subgrant for charitable activities) C 9298586 grant agreement AARP Foundation (bond standby agreement) D 25000000 in the event of default AARP Foundation (in-kind shared services) L 12520673 allocable costs incurred AARP Foundation (in-kind advertising) L 2987521 publication space FMV AARP Foundation (printing postage telephone member event) Q 135947 costs incurred AARP Foundation (building maintenance) Q 519627 costs incurred AARP Foundation (mailing list) N see supplemental information AARP Foundation (dual employee reimbursement) Q 196373 actual salaries paid AARP Foundation (dual employee reimbursement) P 501100 actual salaries paid AARP Foundation (national event and 25k annual fee line of credit) S 40000 cash paid AARP Foundation (worker's compensation insurance) S 2073765 cash paid Legal Counsel for the Elderly (cash contributions) B 2618418 cash paid Legal Counsel for the Elderly (in-kind contributions) L 2189514 allocable costs incurred Legal Counsel for the Elderly (in-kind rent) N 58080 costs incurred Legal Counsel for the Elderly (printing postage telephone) Q 40073 costs incurred AARP Experience Corps (in-kind shared services) L 2697381 allocable costs incurred AARP Services Inc A 3028958 costs incurred AARP Services Inc (advertising) L 6050556 publication/web space FMV AARP Services Inc M 72021525 FMV AARP Services Inc (shared services) Q 12551725 costs incurred AARP Experience Corps (cash contributions) B 3436009 cash paid AARP Services Inc S 1600000 sponsor of Drive To End Hunger AARP Services Inc (reimburse for pension plan contribution) S 1511000 portion of plan funding AARP Services Inc (reimburse for post retirement health benefit) S 314436 portion of plan funding AARP Services Inc (print postage telephone member event) Q 52718 FMV AARP Insurance Plan S 378345582 see Schedule O