2013-09-19T14:15:12-05:00 2012-12-31 521511275 RAFFA PC 1899 L STREET NW SUITE 900 WASHINGTON DC 20036 990 2012-01-01 263698436 EXPERIENCE CORPS EXPE 2024346400 601 E STREET NW WASHINGTON DC 20049 LESTER STRONG 2024786164 2013-09-19 1 FRANK H SMITH P00639053 2028225000 2013-09-19 2012 2016-02-24 21:20:13Z AARP EXPERIENCE CORPS LESTER STRONG 601 E STREET NW WASHINGTON DC 20049 8886796 0 X WWW.EXPERIENCECORPS.ORG X 2008 DC ENGAGE OLDER ADULTS AGED 50+ AS TUTORS AND MENTORS FOR CHILDREN IN SCHOOLS NATIONWIDE. 4 4 47 1739 0 0 5629626 8559313 72525 327483 310 0 24325 0 5726786 8886796 2192858 1996096 0 0 1967991 1428718 41298 9450 18910 1118307 2382649 5320454 5816913 406332 3069883 2043351 4557872 1055680 800318 987671 3757554 X EXPERIENCE CORPS IS ORGANIZED FOR THE CHARITABLE AND EDUCATIONAL PURPOSES OF ENGAGING EXPERIENCED ADULTS IN HIGH-IMPACT COMMUNITY SERVICE AND LEADERSHIP ACTIVITIES, AND PROMOTE THE IMPORTANCE OF THE CONTRIBUTIONS THAT THESE INDIVIDUALS MAKE TO THEIR COMMUNITIES. 0 1 4860693 1996096 327483 MENTORING AND TUTORING: VOLUNTEERS AGE 55+ PROVIDE AWARD-WINNING ACADEMIC MENTORING AND TUTORING ASSISTANCE TO CHILDREN IN 20 CITIES ACROSS THE COUNTRY. A RESEARCH STUDY PERFORMED BY WASHINGTON UNIVERSITY IN ST. LOUIS SHOWS THAT STUDENTS WHO WORK WITH AN EXPERIENCE CORPS TUTOR FOR A SINGLE SCHOOL YEAR EXPERIENCE MORE THAN 60% GREATER GAINS IN TWO CRITICAL LITERACY BUILDING BLOCKS- SOUNDING OUT NEW WORDS AND READING COMPREHENSION- COMPARED TO SIMILAR STUDENTS WHO WERE NOT SERVED BY EXPERIENCE CORPS. THE PROGRAM IS A PROVEN LITERACY INTERVENTION THAT SERVES THE NEEDIEST CHILDREN AND THOSE WHO ARE AT THE HIGHEST RISK OF ACADEMIC FAILURE AND HIGH-RISK BEHAVIOR. 322329 PUBLIC AWARENESS: BY DISSEMINATING OUTCOMES-BASED RESEARCH, EXPERIENCE CORPS PROMOTES THE VALUABLE CONTRIBUTIONS AND IMPACT THAT THE ORGANIZATION'S VOLUNTEERS MAKE TO THEIR COMMUNITIES. EVIDENCE-BASED RESEARCH INCLUDES WASHINGTON UNIVERSITY IN ST. LOUIS AND JOHNS HOPKINS UNIVERSITY STUDIES OF EXPERIENCE CORPS WHICH SHOWS OLDER AMERICANS CAN DELAY OR ACTUALLY REVERSE BRAIN-AGING AT A NEUROLOGICAL LEVEL BY TUTORING YOUNG CHILDREN IN READING AND MATH. 105791 RESEARCH: EXPERIENCE CORPS EXPLORES NEW MODELS OF ACADEMIC MENTORING AND TUTORING THROUGH PILOT PROJECTS FOR STUDENTS IN KINDERGARTEN THROUGH THIRD GRADE, WHICH VALUE, ENGAGE AND LEVERAGE THE EXPERIENCE AND LEADERSHIP OF PEOPLE OVER THE AGE OF 50. THE EXPERIENCE CORPS PROGRAM DEMONSTRATES MEASURABLE RESULTS IN LITERACY GAINS THROUGH PROGRAM DATA COLLECTION AND EVALUATION. HAVING A COMMITMENT TO AN EVIDENCE-BASED PROGRAM, EXPERIENCE CORPS ALSO WORKS TO PUBLISH RESEARCH FINDINGS, WHICH CAN HELP EXPAND VOLUNTEER ENGAGEMENT OPPORTUNITIES FOR ADULTS 50+ IN THE FIELD OF ACADEMIC TUTORING AND MENTORING. 5288813 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 87 0 1 47 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LESTER STRONG 2024346400 601 E STREET NW WASHINGTON DC 20049 MARTIN W RODGERS 1.00 X X 0 0 0 PHIL ZARLENGO 1.00 X X 0 0 0 WENDY ZENKER 1.00 X X 0 0 0 GEORGE ROWEN 1.00 X X 0 0 0 ELLEN HARGIS 1.00 X X 0 0 0 LESTER STRONG 40.00 X 0 211199 42397 RON MEZO 40.00 X 0 99804 2703 0 311003 45100 0 0 1 0 CLIFTON LARSON ALLEN LLP 9515 DEERECO ROAD SUITE 500 TIMONIUM MD 21093 ACCOUNTING SERVICES 278394 N STREET STRATEGIES 3220 N STREET NW SUITE 310 WASHINGTON DC 20007 CONSULTING SERVICES 102938 2 5550 2929857 5623906 8559313 SCHOOL CONTRACT FEES 900099 327483 327483 327483 8886796 327483 0 0 1996096 1996096 322021 96475 224541 1005 775743 770016 3224 2503 21470 50 21420 225875 522 225353 83609 193 83416 12505 2518 9987 536349 108010 428339 9450 9450 269248 146322 122895 31 61864 51508 9427 929 55754 9243 46401 110 84015 80000 4015 94846 53637 40853 356 26980 12624 14241 115 2081 30 935 1116 4000 4000 11411 11411 VOLUNTEER ENGAGEMENT 1205212 1205212 STAFF DEVELOPMENT 16065 8568 7497 MISCELLANEOUS 2319 252 2067 ADMIN & BENEFIT ALLOC. 0 747537 -750832 3295 5816913 5288813 509190 18910 323187 1199391 1402010 3349635 31907 5548 4800 4800 4000 0 282247 3298 2043351 4557872 1055680 579617 220701 1055680 800318 X 57024 3366841 930647 390713 987671 3757554 2043351 4557872 3069883 -300000 0 X 0 1 X 1 1 1 X 1816641 3638219 5329626 8559313 19343799 1816641 3638219 5329626 8559313 19343799 5590452 13753347 120 1239 24235 25594 332 400 732 19370125 400008 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4800 4800 0 0 X 11584177 2697381 2697381 8886796 0 8886796 8514294 2697381 2697381 5816913 0 5816913 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN 2012 SINCE MANAGEMENT BELIEVES THERE IS NO MATERIAL UNRELATED BUSINESS INCOME OR MATERIAL UNCERTAIN TAX POSITIONS REQUIRING THE RECOGNITION OF A LIABILITY. 1 ASPIRANET 400 OYSTER POINT BLVD SUITE 501 SOUTH SAN FRANCISCO CA 94080 942442955 501(C)(3) 300291 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS GENERATIONS INC 25 KINGSTON ST 4TH FLOOR BOSTON MA 02111 043227007 501(C)(3) 549792 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS VOLUNTEERS OF AMERICA - MN 7625 METRO BLVD MINNEAPOLIS MN 55439 411554078 501(C)(3) 156242 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS METROPOLITAN FAMILY SERVICES 1808 SE BELMONT ST PORTLAND OR 97214 930397825 501(C)(3) 73005 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS GREATER CLEVELAND VOLUNTEERS 4415 EUCLID AVE SUITE 200 CLEVELAND OH 44103 341356768 501(C)(3) 128437 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS COMMUNITY SOCIETY SERVICES OF NY 105 E 22ND ST NEW YORK NY 10010 135562202 501(C)(3) 410350 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS NORTHERN CALIFORNIA PRESBYTERIAN HOMES AND SERVICES 881 TURK STREET SAN FRANCISCO CA 94102 941437728 501(C)(3) 10000 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS INTERGENERATIONAL COMMUNITY SERVICE INC 2601 N HOWARD ST SUITE 120 BALTIMORE MD 21218 272532500 501(C)(3) 367979 DIRECT OPERATION OF EXPERIENCE CORPS PROJECTS 8 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: TRUSTEES OF EXPERIENCE CORPS MAKE DISTRIBUTIONS TO ORGANIZATIONS IN THE FORM OF GRANTS. ANY GRANTEE IS REQUIRED TO SIGN A GRANT AGREEMENT THAT ACKNOWLEDGES EXPERIENCE CORPS AUTHORITY TO WITHHOLD AND/OR RECOVER GRANT FUNDS IN CASE SUCH FUNDS ARE, OR APPEAR TO BE, MISUSED. THE AGREEMENT REQUIRES THE GRANTEE TO USE THE FUNDS ONLY FOR THE PURPOSES OF THE GRANT, TO RETURN ANY FUNDS NOT SO EXPENDED, AND TO SUBMIT REPORTS TO EXPERIENCE CORPS AT SPECIFIED INTERVALS REGARDING THE GRANTEE'S PROGRESS TOWARD ACHIEVING THE GRANT PURPOSES, AND AN ACCOUNTING OF HOW GRANT FUNDS WERE USED. WHEN EXPERIENCE CORPS MAKES GRANTS TO ORGANIZATIONS, IT KEEPS APPROPRIATE RECORDS AND CASE HISTORIES TO SHOW (1) THE NAME AND ADDRESS OF THE RECIPIENT (2) THE AMOUNT DISTRIBUTED TO EACH; (3) THE PURPOSE FOR WHICH THE AID WAS GIVEN; (4) THE MANNER IN WHICH THE RECIPIENT WAS SELECTED; (5) THE RELATIONSHIP, IF ANY, BETWEEN THE RECIPIENT AND (A) MEMBERS, OFFICERS OR TRUSTEES OF THE EXPERIENCE CORPS; (B) THE GRANTOR OR SUBSTANTIAL CONTRIBUTOR TO THE EXPERIENCE CORPS OR A MEMBER OF THE FAMILY OF EITHER; AND (C) A CORPORATION CONTROLLED BY A GRANTOR OR SUBSTANTIAL CONTRIBUTOR. 0 0 0 0 0 0 0 1 0 LESTER STRONG 0 198034 0 13165 0 0 0 40422 0 1975 0 253596 0 0 PART I, LINE 3 IN SEPTEMBER 2011, EXPERIENCE COROPS ENTERED INTO AN AGREEMENT WITH AARP, INC. (AARP), A NONPROFIT ORGANIZATION AS DEFINED IN SECTION 501(C)(4) OF THE IRC. STARTING IN 2012, CERTAIN EXPERIENCE CORPS STAFF (INCLUDING THE VICE PRESIDENT AND CEO) BECAME EMPLOYEES OF AARP, AND AARP BEGAIN PROVIDNG CERTAIN SERVICES TO EXPERIENCE CORPS AS IDENTIIFED IN THE SEPTEMBER 2011 AGREEMENT. THE CEO OF EXPERIENCE CORPS IS AN EMPLOYEE OF AARP, INC. HE IS EMPLOYED UNDER THE TERMS OF A WRITTEN EMPLOYMENT CONTRACT, AND HIS COMPENSATION WAS SET BY AARP, INC. SINCE JULY 2013, THE CEO HAS BEEN AN EMPLOYEE OF EXPERIENCE CORPS. 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. PART I, LINE 7 THE BONUS THAT WAS PAID TO THE CEO AND CFO AS OF DECEMBER 31, 2012 WERE BASED ON AN APPRAISAL OF THEIR PERFORMANCE. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 IN SEPTEMBER 2011, EXPERIENCE CORPS ENTERED INTO AN AGREEMENT WITH AARP, A NONPROFIT ORGANIZATION AS DEFINED IN SECTION 501(C)(4) OF THE IRC. UNDER THE TERMS OF THE AGREEMENT EXPERIENCE CORPS BECAME PART OF THE AARP FAMILY OF ORGANIZATIONS. EXPERIENCE CORPS WILL CONTINUE TO EXIST AS A SEPARATE LEGAL NONPROFIT ENTITY BUT UNDER AMENDED BYLAWS OF EXPERIENCE CORPS, EFFECTIVE JANUARY 2012, AARP SHALL HAVE THE POWER TO APPOINT THE BOARD OF DIRECTORS OF EXPERIENCE CORPS. FORM 990, PART VI, SECTION A, LINE 7A AARP, A RELATED 501(C)(4) ORGANIZATION, HAS THE POWER TO APPOINT THE BOARD OF DIRECTORS OF EXPERIENCE CORPS, SUBJET TO CERTAIN RESTRICTIONS. FORM 990, PART VI, SECTION B, LINE 11 THE INPUT DATA FOR THE FEDERAL FORM 990 IS PREPARED BY EXPERIENCE CORPS AND AARP FINANCIAL SERVICES AND IS THEN REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR OF EXPERIENCE CORPS AND PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE FEDERAL FORM 990 AND ITS RELATED SCHEDULES ARE DELIVERED TO THE FULL BOARD OF DIRECTORS AT THE REGULARLY SCHEDULED MEETING FOLLOWING THE FILING OF THE FEDERAL FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EXPERIENCE CORPS MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY THROUGH BOARD OF DIRECTORS AND STAFF ORIENTATIONS; BY ANNUAL WRITTEN DISCLOSURES BY BOARD OF DIRECTORS AND STAFF; BY WRITTEN DISCLOSURE STATEMENTS BY BOARD OF DIRECTORS, STAFF, AND KEY VOLUNTEERS EVALUATING AND RECOMMENDING GRANT AWARDS TO ORGANIZATIONS AND INDIVIDUALS; AND BY REQUESTING FOR AND REPORTING IN MEETING MINUTES ANY DISCLOSURES OF REAL OR POTENTIAL CONFLICTS AT THE TIME ANY BOARD OF DIRECTORS RESOLUTION IS CONSIDERED AND ADOPTED. FORM 990, PART VI, SECTION B, LINE 15 IN SEPTEMBER 2011, EXPERIENCE CORPS ENTERED INTO AN AGREEMENT WITH AARP, INC. (AARP), A NONPROFIT ORGANIZATION AS DEFINED IN SECTION 501(C)(4) OF THE IRC. STARTING IN 2012, CERTAIN EXPERIENCE CORPS STAFF (INCLUDING THE VICE PRESIDENT AND CEO) BECAME EMPLOYEES OF AARP, AND AARP BEGAIN PROVIDNG CERTAIN SERVICES TO EXPERIENCE CORPS AS IDENTIIFED IN THE SEPTEMBER 2011 AGREEEMENT. 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. FORM 990, PART VI, SECTION C, LINE 19 EXPERIENCE CORPS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO ANY PARTY MAKING THE REQUEST. ALL DOCUMENTS EXIST IN PAPER OR DIGITAL FORM, AND ARE PROVIDED AT NO CHARGE VIA FIRST-CLASS MAIL OR EMAIL. AARP 601 E STREET NW WASHINGTON DC 20049 951985500 ENHANCE QUALITY OF LIFE FOR PEOPLE 50+ DC 501(C)(4) N/A N/A 0 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 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 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 AARP 1 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 20049 522141065 QUALITY CONTROL AND RESEARCH DE AARP INC C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 AARP INC C 3436009 COST AARP INC M 2697381 COST