AARP FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AARP FOUNDATION (EIN 52-0794300)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-27
- IRS object ID
- 201321789349300527
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-06-27T15:51:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520794300 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AARP | NameControl |
| Phone | 2024343399 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patricia D Shannon | Name |
| Title | CFO & SVP Strategic Planning | Title |
| Phone | 2024343399 | Phone |
| Date Signed | 2013-06-26 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Patricia D Shannon | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 169178912 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.aarp.org/foundation | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 250 | TotalNbrEmployees |
| Total Nbr Volunteers | 43492 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 138735319 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 140838496 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1765586 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1146679 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1704 | OtherRevenuePriorYear |
| Other Revenue Current Year | 276483 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 140499201 | TotalRevenuePriorYear |
| Total Revenue Current Year | 142261658 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 78631613 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 73415584 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 26871700 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 27602035 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 984851 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 1139537 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 14759599 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32313352 | OtherExpensePriorYear |
| Other Expenses Current Year | 38163461 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 138801516 | TotalExpensesPriorYear |
| Total Expenses Current Year | 140320617 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1697685 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1941041 | RevenuesLessExpensesCY |
| Total Assets BOY | 108083041 | TotalAssetsBOY |
| Total Assets EOY | 120780906 | TotalAssetsEOY |
| Total Liabilities BOY | 45602825 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 49735932 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 62480216 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 71044974 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | A country free of poverty and where no older person feels vulnerable. See Schedule O. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 72781200 | Expense |
| Grants | 57394982 | Grants |
| Description | The Senior Community Service Employment Program (SCSEP)-SCSEP connects job seekers to viable community job opportunities to improve their economic self-sufficiency. SCSEP provides career information, job training, and related employment services to individuals with limited resources. If a job-seeker is 55 or older and income eligible, he or she may enroll in SCSEP, which places older adults at local "host agencies" for on-the-job training and skill development, with the goal of securing permanent employment. Wages and benefits earned by the enrollees are reported above as grants. In 2012 SCSEP helped more than 14,000 people connect to local job opportunities. www.aarpworksearch.org | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9099914 | Expense |
| Grants | 0 | Grants |
| Description | 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 2012, more than 35,000 AARP Foundation trained and IRS certified volunteers helped over 2.5 million people file their taxes. Sites are open late January/early February-April 15 for face-to-face service and online assistance is available throughout the rest of the year. Other 2012 highlights include putting $233 million in the pockets of those who need it by filing 208,000 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 | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5983627 | Expense |
| Grants | 2488834 | Grants |
| Description | 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 2012, the Hunger Impact Area continued its national awareness campaign which provided over 10 million meals in 2012 through food and funds donated to local hunger relief organizations; processed 15,000 SNAP application submissions; awarded 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 Food Research Action Center (FRAC) to explore new ways to impact food insecurity among older adults. www.drivetoendhunger.org; www.aarp.org/hunger. | Description |
Activity Other ActivityOther (8 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 4280535 | 8333 | 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/ |
| 4020740 | 4958 | Money Management and Other Income Programs-The Money Management Program helps low income, older individuals remain independent by providing daily money management services to those who have difficulty budgeting, paying routine bills, and keeping track of financial matters. The program also offers financial education resources and tools to older adults and their caregivers. AARP Foundation works with 121 local sites in 22 states and the District of Columbia including Senior Services, In-Home and Community Services, Agencies on Aging, Elder and Adult Services that help clients with a variety of services including shopping, companionship, transportation, and chores. In 2012 alone, over 6000 clients were served by this program through the generous support of over 4200 volunteers. In an effort to address the distinct needs of low-income workers and jobseekers age 50 and older, in 2012 AARP Foundation launched a new financial capability program, designed to enable participants to holistically assess their finances and create a tangible, actionable plan to make immediate positive changes in the areas of reducing debt, repairing credit and building savings. Millions of older adults are unbanked and may not have access to a safe and affordable way to manage their money. To support its educational initiatives, in 2012 the AARP Foundation Prepaid MasterCard brought to you by Green Dot was launched, to provide financially struggling people with a safe and consumer friendly alternative to most costly banking options. Also in 2012, AARP Foundation launched a new intervention: Back to Work 50+. Back to Work 50+ is a project that creates a local, coordinated ecosystem of workforce services, public benefits application assistance, and employer engagement to stabilize lower income, 50+ workers and connect them to specific in-demand jobs in their communities. |
| 2690999 | 1733500 | Housing-The Housing Impact Area is focused on providing solutions to the at least 13 million low-income, 50+ households living in unaffordable and/or inadequate housing. In 2012, the Foundation provided information services and counseling delivery on foreclosure prevention to over 250,000 people, completed and documented a new model of multigenerational green affordable housing in partnership with Habitat for Humanity of Charlottesville, VA, and launched a new Home Repair grant program, funding the pilot of new sustainable models for providing affordable home repair services to the struggling 50+. Also in 2012, the Housing Solutions Center was launched, providing free HUD-certified housing counseling in both English and Spanish to the low-income 50+ through a national toll-free number and web portal. |
| 1650756 | 717225 | 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 2012, the Foundation awarded evaluation grants to six organizations, launched three 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. |
| 1221918 | 6030 | Consumer Fraud Prevention-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 and West Virginia Elderwatch programs, consumers are assisted with navigating the state's official complaint process if they suspect they have been defrauded. In 2012, the combined AARP Foundation consumer fraud prevention programs reached over 300,000 vulnerable older adults and returned almost $2 million in product replacements, refunds and debt cancellations to consumers who had been defrauded. www.aarpelderwatch.org; www.aarp.org/states/wv |
| 198003 | 100637 | Women's Scholarship Program-The AARP Foundation Women's Scholarship Program is helping win back opportunity for low-income 50+ women by funding education, training, and skills upgrades that can lead to better employment and increased financial security for women and their families. Since 2008, AARP Foundation has awarded over 800 scholarships to older adult women - facilitating their entry into programs they may otherwise be unable to afford, and ultimately helping them recover from the recent recession. www.aarp.org/womensscholarship |
| 9349155 | 9298586 | 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. |
| 5110997 | 1662500 | Various Grants, Contributions and Other Programs-AARP Foundation supported Hurricane Sandy disaster relief efforts through organizations with a focus on disaster relief for seniors and sponsored events and conferences which highlighted tangible ways to create more opportunity in America for low-income seniors. The Foundation also supported employees in crisis, and engaged in educational initiatives to help low-income seniors retain and protect assets. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 28523103 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 13531769 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 116387844 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 218 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 250 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patricia D Shannon | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2024343399 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| J David Nelson | |||||||||
| Chairperson | 1.00 | 6.00 | X | X | 0 | 6235 | 0 | ||
| Kathleen Edmond | |||||||||
| Vice-Chair & Audit Chair | 1.00 | 1.00 | X | X | 2562 | 0 | 0 | ||
| Sandra Ulsh | |||||||||
| Sec/Treas & Finance Chair | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| Neal Cutler | |||||||||
| Board Member | 1.00 | 0.00 | X | 1202 | 0 | 0 | |||
| Ronald Daly | |||||||||
| Board Member | 1.00 | 6.00 | X | 0 | 898 | 0 | |||
| Allen Douma | |||||||||
| Board Member | 1.00 | 6.00 | X | 0 | 8252 | 0 | |||
| Jaime Gutierrez | |||||||||
| Board Member | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Harry E Johnson | |||||||||
| Board Member | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Doris Koo | |||||||||
| Board Member | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| Barbara Ann O'Connor | |||||||||
| Board Member | 1.00 | 6.00 | X | 0 | 605 | 0 | |||
| Jo Ann Jenkins | |||||||||
| Pres/Exec Director | 43.00 | 12.00 | X | 332846 | 66056 | 66191 | |||
| Patricia D Shannon | |||||||||
| CFO & SVP Strategic Planning | 47.00 | 0.00 | X | 262201 | 0 | 63490 | |||
| David Whitehead | |||||||||
| SVP & Chief Development Officer | 48.00 | 5.00 | 278557 | 23320 | 70791 | X | |||
| Deborah Briceland-Betts | |||||||||
| SVP - Federal Programs | 45.00 | 0.00 | 219451 | 0 | 56396 | X | |||
| Deborah Armenti | |||||||||
| VP - Operations | 49.00 | 0.00 | 217242 | 0 | 50460 | X | |||
| Phyllis Kim | |||||||||
| SVP - Grants Administration | 48.00 | 0.00 | 231374 | 0 | 58620 | X | |||
| Maxine Baker | |||||||||
| SVP - Impact Areas | 42.00 | 0.00 | 200764 | 0 | 43273 | X | |||
| Anisa Tootla | |||||||||
| VP - Hunger Impact Program | 45.00 | 0.00 | 307467 | 0 | 45152 | X | |||
| Bonnie Speedy | |||||||||
| VP - Tax Aide | 50.00 | 0.00 | 236965 | 0 | 60492 | X | |||
| Vivian Vasallo | |||||||||
| VP - Housing Impact Program | 44.00 | 0.00 | 217985 | 0 | 52487 | X | |||
| Emily Allen | |||||||||
| VP - Income Impact Program | 45.00 | 0.00 | 217285 | 0 | 56820 | X | |||
| Stacy Canan | |||||||||
| Sr. Atty / Mgr Litigation | 53.00 | 0.00 | 208817 | 407 | 59351 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2934718 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 105773 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 683523 | TotalOtherCompensation |
| Number Individuals GT100 K | 57 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Lipman Hearne Inc | |||||
| 131 Dartmouth Street 3rd Floor | Boston | MA | 02116 | Marketing and Communication Services | 2297615 |
| Chapman Cubine Adams Hussey & Associates | |||||
| 1600 Wilson Blvd Suite 300 | Arlington | VA | 22209 | Professional Fundraising Services | 876826 |
| Double Envelope | |||||
| 7702 Plantation Road | Roanoke | VA | 24019 | Commercial Printing Services | 790164 |
| Direct Impressions | |||||
| 2100 Tomlynn Street | Richmond | VA | 23230 | Commercial Printing Services | 690693 |
| MWW Group | |||||
| 901 New York Avenue NW | Washington | DC | 20001 | Business Advisory Services | 668030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 27 | NumberOfContractorsGT100K |
| Related Organizations | 15790000 | RelatedOrganizations |
| Government Grants | 79238284 | GovernmentGrants |
| All Other Contributions | 45810212 | AllOtherContributions |
| Total Contributions | 140838496 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1284299 | TotalRevenueColumn |
| Exclusion | $1,284,299 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 503230 | TotalRevenueColumn |
| Exclusion | $503,230 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 353432 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 353432 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26426202 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26563822 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -137620 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -137620 | TotalRevenueColumn |
| Exclusion | -$137,620 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Miscellaneous income | 900099 | 1418 | $1,418 |
| Change in value-Charitable Gift A | 900099 | -228165 | -$228,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -226747 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 142261658 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,423,162 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16004102 | Total |
| Program Services | 16004102 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57411482 | Total |
| Program Services | 57411482 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1878507 | Total |
| Program Services | 929740 | ProgramServices |
| Management And General | 642445 | ManagementAndGeneral |
| Fundraising | 306322 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20886606 | Total |
| Program Services | 16526371 | ProgramServices |
| Management And General | 2534724 | ManagementAndGeneral |
| Fundraising | 1825511 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300606 | Total |
| Program Services | 134816 | ProgramServices |
| Management And General | 98161 | ManagementAndGeneral |
| Fundraising | 67629 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3854642 | Total |
| Program Services | 3235477 | ProgramServices |
| Management And General | 338244 | ManagementAndGeneral |
| Fundraising | 280921 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 681674 | Total |
| Program Services | 318098 | ProgramServices |
| Management And General | 218920 | ManagementAndGeneral |
| Fundraising | 144656 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75334 | Total |
| Program Services | 75334 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123075 | Total |
| Management And General | 123075 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1139537 | Total |
| Fundraising | 1139537 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3600880 | Total |
| Program Services | 2559816 | ProgramServices |
| Management And General | 743342 | ManagementAndGeneral |
| Fundraising | 297722 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6241177 | Total |
| Program Services | 1802133 | ProgramServices |
| Management And General | 2926161 | ManagementAndGeneral |
| Fundraising | 1512883 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2254937 | Total |
| Program Services | 2233042 | ProgramServices |
| Management And General | 6955 | ManagementAndGeneral |
| Fundraising | 14940 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3073265 | Total |
| Program Services | 2084423 | ProgramServices |
| Management And General | 418115 | ManagementAndGeneral |
| Fundraising | 570727 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2277090 | Total |
| Program Services | 2165062 | ProgramServices |
| Management And General | 52271 | ManagementAndGeneral |
| Fundraising | 59757 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1356747 | Total |
| Program Services | 1085645 | ProgramServices |
| Management And General | 126617 | ManagementAndGeneral |
| Fundraising | 144485 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 639622 | Total |
| Program Services | 431882 | ProgramServices |
| Management And General | 51045 | ManagementAndGeneral |
| Fundraising | 156695 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50540 | Total |
| Program Services | 26180 | ProgramServices |
| Management And General | 18548 | ManagementAndGeneral |
| Fundraising | 5812 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 787134 | Total |
| Program Services | 411944 | ProgramServices |
| Management And General | 285674 | ManagementAndGeneral |
| Fundraising | 89516 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110774 | Total |
| Management And General | 110774 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing and postage | 10537435 | 2563043 | 34083 | 7940309 |
| Volunteer travel/activi | 4975257 | 4926317 | 48940 | |
| Telecommunication expen | 880412 | 825808 | 34451 | 20153 |
| Tax and licenses | 351848 | 184286 | 128461 | 39101 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 827934 | Total |
| Program Services | 452843 | ProgramServices |
| Management And General | 232168 | ManagementAndGeneral |
| Fundraising | 142923 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140320617 | Total |
| Program Services | 116387844 | ProgramServices |
| Management And General | 9173174 | ManagementAndGeneral |
| Fundraising | 14759599 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7866355 | Total |
| Program Services | 1465180 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 6401175 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3849556 | BOY |
| EOY | 72126 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10696553 | BOY |
| EOY | 10249420 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5841121 | BOY |
| EOY | 5296757 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 481908 | BOY |
| EOY | 44749 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1912657 | BOY |
| EOY | 1773464 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23148804 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6233400 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17569705 | BOY |
| EOY | 16915404 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61918562 | BOY |
| EOY | 80605384 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5208195 | BOY |
| EOY | 5236078 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213557 | BOY |
| EOY | 213557 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 391227 | BOY |
| EOY | 373967 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108083041 | BOY |
| EOY | 120780906 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9809796 | BOY |
| EOY | 14818445 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4443252 | BOY |
| EOY | 4870284 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2771422 | BOY |
| EOY | 1779496 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25000000 | BOY |
| EOY | 25000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3578355 | BOY |
| EOY | 3267707 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45602825 | BOY |
| EOY | 49735932 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60012685 | BOY |
| EOY | 70349268 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2467531 | BOY |
| EOY | 695706 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62480216 | BOY |
| EOY | 71044974 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108083041 | BOY |
| EOY | 120780906 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1941041 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 6623717 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 125132376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 117816589 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 173005285 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 138735319 | CurrentTaxYearMinus1Year |
| Current Tax Year | 140838496 | CurrentTaxYear |
| Total | 695528065 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 125132376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 117816589 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 173005285 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 138735319 | CurrentTaxYearMinus1Year |
| Current Tax Year | 140838496 | CurrentTaxYear |
| Total | 695528065 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 50522952 | AmountsSubstContributorsTotal |
| Public Support Total170 | 645005113 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3101236 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2709986 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1672972 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1809273 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1787529 | CurrentTaxYear |
| Total | 11080996 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 399520 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 90667 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62373 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7015 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1419 | CurrentTaxYear |
| Total | 560994 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 707170055 | TotalSupport |
| Gross Receipts From Admissions Etc | 552560 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91210 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89830 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14790123 | BeginningOfYearBalance |
| Contributions | 525743 | Contributions |
| Investment Earnings Or Losses | 1484244 | InvestmentEarningsOrLosses |
| Other Expenditures | 645802 | OtherExpenditures |
| End Of Year Balance | 16154308 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15217922 | BeginningOfYearBalance |
| Contributions | 546068 | Contributions |
| Investment Earnings Or Losses | -403984 | InvestmentEarningsOrLosses |
| Other Expenditures | 569883 | OtherExpenditures |
| End Of Year Balance | 14790123 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13418771 | BeginningOfYearBalance |
| Contributions | 301073 | Contributions |
| Investment Earnings Or Losses | 1748212 | InvestmentEarningsOrLosses |
| Other Expenditures | 250134 | OtherExpenditures |
| End Of Year Balance | 15217922 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11115033 | BeginningOfYearBalance |
| Contributions | 496256 | Contributions |
| Investment Earnings Or Losses | 2553526 | InvestmentEarningsOrLosses |
| Other Expenditures | 746044 | OtherExpenditures |
| End Of Year Balance | 13418771 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15148259 | BeginningOfYearBalance |
| Contributions | 962976 | Contributions |
| Investment Earnings Or Losses | -4286792 | InvestmentEarningsOrLosses |
| Other Expenditures | 709410 | OtherExpenditures |
| End Of Year Balance | 11115033 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4440000 | OtherCostOrOtherBasis |
| Book Value | 4440000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18264993 | OtherCostOrOtherBasis |
| Depreciation | 5908970 | Depreciation |
| Book Value | 12356023 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 443811 | OtherCostOrOtherBasis |
| Depreciation | 324430 | Depreciation |
| Book Value | 119381 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16915404 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Charitable gift annuity liability | Description |
| Amount | $3,267,707 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3267707 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 207198278 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6623717 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 57675500 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 283971 | OtherRevenues |
| Revenue Not Rptd F990 | 64583188 | RevenueNotRptdF990 |
| Revenue Subtotal | 142615090 | RevenueSubtotal |
| Other Revenues Not Included | -353432 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -353432 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 142261658 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 198369143 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 57675500 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 373026 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 58048526 | ExpensesNotRptdF990 |
| Expenses Subtotal | 140320617 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 140320617 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | 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. |
| Description of Uncertain Tax Positions Under FIN 48: | 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 2012 and 2011 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 283,971. | |
| Part XI, Line 4b - Other Adjustments: | Rental expense netted against gross rents on Form 990, page 9, line 6b -353,432. | |
| Part XII, Line 2d - Other Adjustments: | AARP Institute (EIN: 52-0788950) financial statement expenses 19,594. Rental expense netted against gross rents on Form 990, page 9, line 6b 353,432. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| Chapman Cubine Adams Hussey & Associates | ||||||||
| 1600 Wilson Boulevard Suite 300 | Arlington | VA | 22209 | Direct mail production management services | 0 | 0 | 1041487 | -1041487 |
| Covenant Calls LLC | ||||||||
| 1539 Fall River Avenue Ste 3 | Seekonk | MA | 02771 | Professional solicitor | 0 | 0 | 355575 | -355575 |
| Gift Strategies LLC | ||||||||
| 1539 Fall River Avenue Ste 3 | Seekonk | MA | 02771 | Gift planning consultant | 0 | 0 | 418589 | -418589 |
| Impact Communications | ||||||||
| 906 Pennsylvania Avenue SE Ste 20 | Washington | DC | 20003 | Creative and copy development services | 0 | 0 | 72002 | -72002 |
| M&R Strategic Services Inc | ||||||||
| 2120 L Street NW 6th Fl | Washington | DC | 20037 | Creative online marketing services | 0 | 0 | 176225 | -176225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 2063878 | TotalRetainedByContractors |
| Total Net To Organization | -2063878 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Fundraising Payments | 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. |
| Details of amounts paid to professional fundraisers | Schedule G, Part I, Line 2 b(v) | Chapman Cubine Adams Hussey & Associates Professional fundraising fee $210,528 Advertising & promotion 822,769 Miscellaneous expense 8,190 Total paid to Chapman Cubine $1,041,487 Adams Hussey & Associates Covenant Calls LLC Professional fundraising fee $355,575 Total paid to Covenant Calls LLC $355,575 Gift Strategies LLC Professional fundraising fee $409,434 Travel expenses 9,155 Total paid to Gift Strategies LLC $418,589 Impact Communications Professional fundraising fee $8,000 Consulting services 64,002 Total paid to Impact Communications $72,002 M&R Strategic Services Professional fundraising fee $156,000 Advertising & promotion 19,036 Travel expenses 1,189 Total paid to M&R Strategic Svcs $176,225 Total amounts paid to fundraisers $2,063,878 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (69 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AARP Inc | |||||||
| 601 E St NW | Washington | DC | 20049 | 951985500 | 501(c)(4) | 9298586 | AARP, Inc. charitable work conducted on behalf of the AARP Foundation |
| Helpage USA | |||||||
| 4750 41st Street NW | Washington | DC | 20016 | 431750256 | 501(c)(3) | 150000 | Collaboration for emergency preparedness in global health provision |
| American Red Cross | |||||||
| 22025 E St | Washington | DC | 20006 | 530196605 | 501(c)(3) | 505000 | Hurricane Sandy disaster relief |
| ACT Inc | |||||||
| 301 Act Drive | Iowa City | IA | 52243 | 420841485 | 501(c)(3) | 100000 | Scholarships to retrain women for the workforce |
| Benefits Data Trust | |||||||
| Two Logan Square Ste 550 | Philadelphia | PA | 19103 | 203455598 | 501(c)(3) | 313779 | Grant to increase SNAP enrollment for the 50+. |
| DC Central Kitchen | |||||||
| 425 2nd St NW | Washington | DC | 20001 | 521584936 | 501(c)(3) | 208500 | Grant to promote food security in the 50+ population. |
| Habitat for Humanity | |||||||
| 121 Habitat Street | Americus | GA | 31709 | 911914868 | 501(c)(3) | 950000 | Grant to revitalize a mobile home park into a multi-generational community. |
| Habitat for Humanity | |||||||
| 501 Grove Avenue | Charlottesville | VA | 22902 | 541574925 | 501(c)(3) | 335000 | To create a national model for urban redevelopment in Charlottesville, VA. |
| Feeding America | |||||||
| 35 E Wacker Drive Ste 2000 | Chicago | IL | 60601 | 363673599 | 501(c)(3) | 256612 | Grant to develop sustainable solutions to older adult hunger. |
| Asian American Federation Inc | |||||||
| 120 Wall Street | New York | NY | 10005 | 133572287 | 501(c)(3) | 10000 | Hurricane Sandy disaster relief |
| Capital Area Food Bank | |||||||
| 4900 Puerto Rico Avenue NE | Washington | DC | 20017 | 521167581 | 501(c)(3) | 20000 | Donation to provide support to 50+ adults in need of food assistance. |
| Catholic Charities of Brooklyn and Queens | |||||||
| 191 Joralemon Street | Brooklyn | NY | 11201 | 111633548 | 501(c)(3) | 50000 | Hurricane Sandy disaster relief |
| Catholic Charities Diocese of Trenton | |||||||
| 383 W State Street | Trenton | NJ | 08618 | 210634494 | 501(c)(3) | 50000 | Hurricane Sandy disaster relief |
| Catholic Charities of Fairfield County | |||||||
| 43 Madison Avenue | Bridgeport | CT | 06606 | 060653053 | 501(c)(3) | 12000 | Hurricane Sandy disaster relief |
| City Year Inc | |||||||
| 287 Columbus Avenue | Boston | MA | 02116 | 222882549 | 501(c)(3) | 20000 | Donation to support the National Day of Service |
| CityMeals-on-Wheels | |||||||
| 355 Lexington Ave 3rd Fl | New York | NY | 10017 | 133634381 | 501(c)(3) | 25000 | Hurricane Sandy disaster relief |
| Connecticut Food Bank | |||||||
| 150 Bradley Street | East Haven | CT | 06512 | 061063025 | 501(c)(3) | 30000 | Hurricane Sandy disaster relief |
| Council of Senior Centers and Services of New York City | |||||||
| 49 W 45th St 7th Fl | New York | NY | 10036 | 132967277 | 501(c)(3) | 20000 | Hurricane Sandy disaster relief |
| Food Bank for New York City | |||||||
| 39 Broadway | New York | NY | 10006 | 133179546 | 501(c)(3) | 25000 | Hurricane Sandy disaster relief |
| Food Bank of Lower Fairfield County | |||||||
| 461 Glenbrook Road | Stamford | CT | 06906 | 020684220 | 501(c)(3) | 10000 | Hurricane Sandy disaster relief |
| Action for Boston Community Development | |||||||
| 178 Tremont Street | Boston | MA | 02111 | 042304133 | 501(c)(3) | 145000 | Grant to support AARP Foundation's hunger initiative |
| Food Research and Action Center | |||||||
| 1875 Connecticut Ave NW Ste 540 | Washington | DC | 20009 | 237200739 | 501(c)(3) | 50000 | Hurricane Sandy disaster relief |
| Greater Lansing Non-Profit Housing Corporation | |||||||
| 600 W Maple Street | Lansing | MI | 48906 | 237135627 | 501(c)(3) | 80000 | Grant to support AARP Foundation's housing initiative |
| Health and Welfare Council of Long Island | |||||||
| 150 Broadhollow Road Ste 118 | Melville | NY | 11747 | 111858098 | 501(c)(3) | 20000 | Hurricane Sandy disaster relief |
| Huntington Area Food Bank | |||||||
| 1327 7th Avenue | Huntington | WV | 25701 | 550625915 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Legal Services for New York City | |||||||
| 40 Worth St Ste 606 | New York | NY | 10013 | 132600199 | 501(c)(3) | 10000 | Hurricane Sandy disaster relief |
| Lifetime Arts | |||||||
| 81 Centre Ave Ste 307 | New Rochelle | NY | 10801 | 262206214 | 501(c)(3) | 170000 | Grant to support AARP Foundation's isolation initiative |
| Mountaineer Food Bank Inc | |||||||
| 484 Enterprise Drive | Gassaway | WV | 26624 | 550611100 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| City Harvest Inc | |||||||
| 575 8th Avenue 4th Fl | New York | NY | 10018 | 133170676 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Community Food Bank of New Jersey | |||||||
| 31 Evans Terminal Road | Hillside | NJ | 07205 | 222423882 | 501(c)(3) | 95000 | Donation to provide food assistance to 50+ adults in hurricane affected regions. |
| Houston Food Bank | |||||||
| 535 Portwall Street | Houston | TX | 77029 | 742181456 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Interfaith Ministries for Greater Houston | |||||||
| 3217 Montrose Blvd | Houston | TX | 77006 | 741488102 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Island Harvest | |||||||
| 199 Second Street | Mineola | NY | 11501 | 113136350 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Jewish Community Center of Houston | |||||||
| 5601 South Braeswood | Houston | TX | 77096 | 741198298 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Long Island Cares Inc | |||||||
| 10 Davids Drive | Hauppauge | NY | 11788 | 112524512 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Los Angeles Regional Food Bank | |||||||
| 1734 East 41st Street | Los Angeles | CA | 90058 | 953135649 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Second Harvest Food Bank of Orange County | |||||||
| 8014 Marine Way | Irvine | CA | 92618 | 953033494 | 501(c)(3) | 30593 | Donation to provide support to 50+ adults in need of food assistance. |
| Southeast Texas Food Bank | |||||||
| 3845 S MLK Jr Parkway | Beaumont | TX | 77705 | 760338721 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Steelworkers Oldtimers Foundation | |||||||
| 3355 East Gage Avenue | Huntington Park | CA | 90255 | 956126109 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Young Mens and Womens Hebrew Association | |||||||
| 54 Nagle Avenue | New York | NY | 10040 | 131635308 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| NassauSuffolk Law Services Committee | |||||||
| One Helen Keller Way 5th Fl | Hempstead | NY | 11550 | 112125411 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Sargent Shriver National Center on Poverty Law | |||||||
| 50 E Washington St Ste 500 | Chicago | IL | 60602 | 363151279 | 501(c)(3) | 15000 | Donation to advance the legal rights of the 50+ population |
| Neighborhood of Affordable Housing | |||||||
| 143 Border Street | E Boston | MA | 02128 | 042964630 | 501(c)(3) | 200000 | Grant to develop sustainable home repair solutions for the 50+. |
| National Academy of Elder Law Attorneys | |||||||
| 1577 Spring Hill Rd Ste 220 | Vienna | VA | 22182 | 860620517 | 501(c)(6) | 10000 | Grant to select 10 AARP Foundation Litigation Jerry Florence Scholarships |
| New York City Police Foundation Inc | |||||||
| 555 5th Ave 15th Fl | New York | NY | 10017 | 132711338 | 501(c)(3) | 50000 | Hurricane Sandy disaster relief |
| Northeast New Jersey Legal Services Corporation | |||||||
| 574 Summit Avenue | Jersey City | NJ | 07306 | 221898061 | 501(c)(3) | 10000 | Hurricane Sandy disaster relief |
| Ocean Monmouth Legal Services Inc | |||||||
| 303 W Main Street 3rd Fl | Freehold | NJ | 07728 | 221830297 | 501(c)(3) | 10000 | Hurricane Sandy disaster relief |
| Outreach Inc | |||||||
| 301 Center St PO Box 361 | Union | IA | 50258 | 200636360 | 501(c)(3) | 250000 | Grant to fund a food drive providing 1 million meals to seniors in need of food assistance. |
| Meals on Wheels West | |||||||
| 1823-A Michigan Avenue | Santa Monica | CA | 90404 | 954613280 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Meals on Wheels of West Los Angeles | |||||||
| 900 Hilgard Avenue | Los Angeles | CA | 90024 | 954847907 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Meals on Wheels of Staten Island | |||||||
| 304 Port Richmond Avenue | Staten Island | NY | 10302 | 132894978 | 501(c)(3) | 10000 | Donation to provide support to 50+ adults in need of food assistance. |
| Meals on Wheels Association of America | |||||||
| 203 S Union Street | Alexandria | VA | 22314 | 237447812 | 501(c)(3) | 50000 | Grant to provide food assistance to 50+ adults in hurricane affected regions. |
| Strong Food LA Kitchen | |||||||
| 1822 Park Road NW | Washington | DC | 20010 | 461639779 | 501(c)(3) | 1000000 | Grant to support aging adults through the provision of fresh, healthy food. |
| Metropolitan NY Coordinating Council on Jewish Poverty | |||||||
| 80 Maiden Lane 21st Fl | New York | NY | 10038 | 132738818 | 501(c)(3) | 10000 | Hurricane Sandy disaster relief |
| Preston County Senior Citizens Inc | |||||||
| PO Box 10 | Kingwood | WV | 26537 | 550546659 | 501(c)(3) | 6030 | Donation to provide support for 50+ adults in need of consumer protection. |
| Rebuilding Together | |||||||
| 1899 L Street NW Ste 1000 | Washington | DC | 20036 | 521585880 | 501(c)(3) | 250000 | Grant to develop sustainable home repair solutions for the 50+. |
| SelfHelp Community Services Inc | |||||||
| 520 8th Ave 5th Fl | New York | NY | 10018 | 131624178 | 501(c)(3) | 217225 | Grant to develop sustainable home repair solutions for the 50+. |
| South Jersey Legal Services Inc | |||||||
| 745 Market Street | Camden | NJ | 08102 | 221843254 | 501(c)(3) | 10000 | Hurricane Sandy disaster relief |
| Statewide Legal Services of Connecticut | |||||||
| 425 Main Street | Middleton | CT | 06457 | 061445097 | 501(c)(3) | 10000 | Hurricane Sandy disaster relief |
| The Food Bank of Lower Fairfield County Inc | |||||||
| 461 Glenbrook Road | Stamford | CT | 06906 | 020684220 | 501(c)(3) | 10000 | Hurricane Sandy disaster relief |
| The New Jersey Police Chiefs Foundation | |||||||
| 10000 Lincoln Drive Ste 201 | Marlton | NJ | 08053 | 510447500 | 501(c)(3) | 50000 | Grant to aid in Hurricane Sandy disaster relief |
| The New York City Firefighter Disaster Relief Fund Inc | |||||||
| 204 E 23rd Street | New York | NY | 10010 | 461378378 | 501(c)(3) | 50000 | Grant to aid in Hurricane Sandy disaster relief |
| The Oasis Institute | |||||||
| 7710 Carondelet Ste 125 | Saint Louis | MO | 63105 | 431830354 | 501(c)(3) | 225000 | Grant to develop innovative solutions to alleviate isolation for the 50+. |
| The Salvation Army | |||||||
| 615 Slaters Lane | Alexandria | VA | 22313 | 135562351 | 501(c)(3) | 80000 | Grant to support Hurricane Sandy disaster relief |
| Toms River Police Foundation | |||||||
| 255 Oak Avenue | Toms River | NJ | 08754 | 300278975 | 501(c)(3) | 50000 | Grant to support Hurricane Sandy disaster relief |
| United Way of New York City | |||||||
| 2 Park Avenue 2nd Fl | New York | NY | 10016 | 132617681 | 501(c)(3) | 20000 | Hurricane Sandy disaster relief |
| University of Kentucky Research Foundation | |||||||
| 301 Peterson Service Building | Lexington | KY | 40506 | 616033693 | 501(c)(3) | 35000 | Grant to develop innovative solutions to alleviate isolation for the 50+. |
| Volunteers of Legal Service Inc | |||||||
| 281 Park Avenue | New York | NY | 10010 | 133234630 | 501(c)(3) | 10000 | Hurricane Sandy disaster relief |
| Wisconsin Sustainable Futures Network Inc co Little Free Library | |||||||
| 2616 Mason Street | Madison | WI | 53705 | 391995815 | 501(c)(3) | 70000 | Grant to develop innovative solutions to alleviate isolation for the 50+. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 67 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a) | 14000 | 57394982 |
| AARP Employee Crisis Fund | 5 | 16500 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 1 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jo Ann Jenkins | ||||||||||||||
| Pres/Exec Director | 243944 | 66056 | 87375 | 0 | 1527 | 0 | 10000 | 43025 | 13166 | 0 | 356012 | 109081 | 0 | 0 |
| Patricia D Shannon | ||||||||||||||
| CFO & SVP Strategic Planning | 214034 | 0 | 47405 | 0 | 762 | 0 | 10000 | 43025 | 10465 | 0 | 282666 | 43025 | 0 | 0 |
| David Whitehead | ||||||||||||||
| SVP & Chief Development Officer | 225158 | 23320 | 52348 | 0 | 1051 | 0 | 10000 | 43025 | 17766 | 0 | 306323 | 66345 | 0 | 0 |
| Deborah Briceland-Betts | ||||||||||||||
| SVP - Federal Programs | 179016 | 0 | 38307 | 0 | 2128 | 0 | 8693 | 37401 | 10302 | 0 | 238446 | 37401 | 0 | 0 |
| Deborah Armenti | ||||||||||||||
| VP - Operations | 174931 | 0 | 37432 | 0 | 4879 | 0 | 7433 | 36548 | 6479 | 0 | 231154 | 36548 | 0 | 0 |
| Phyllis Kim | ||||||||||||||
| SVP - Grants Administration | 200012 | 0 | 30299 | 0 | 1063 | 0 | 8061 | 39636 | 10923 | 0 | 250358 | 39636 | 0 | 0 |
| Maxine Baker | ||||||||||||||
| SVP - Impact Areas | 199038 | 0 | 0 | 0 | 1726 | 0 | 7962 | 34255 | 1056 | 0 | 209782 | 34255 | 0 | 0 |
| Anisa Tootla | ||||||||||||||
| VP - Hunger Impact Program | 151412 | 0 | 37662 | 0 | 118393 | 0 | 7563 | 32539 | 5050 | 0 | 320080 | 32539 | 0 | 0 |
| Bonnie Speedy | ||||||||||||||
| VP - Tax Aide | 195034 | 0 | 41247 | 0 | 684 | 0 | 9451 | 40664 | 10377 | 0 | 256793 | 40664 | 0 | 0 |
| Vivian Vasallo | ||||||||||||||
| VP - Housing Impact Program | 182559 | 0 | 34957 | 0 | 469 | 0 | 8701 | 37435 | 6351 | 0 | 233037 | 37435 | 0 | 0 |
| Emily Allen | ||||||||||||||
| VP - Income Impact Program | 177600 | 0 | 39289 | 0 | 396 | 0 | 8675 | 37327 | 10818 | 0 | 236778 | 37327 | 0 | 0 |
| Stacy Canan | ||||||||||||||
| Sr. Atty / Mgr Litigation | 172118 | 407 | 35378 | 0 | 1321 | 0 | 8316 | 35780 | 15255 | 0 | 232388 | 36187 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 4a | Anisa Tootla received a separation payment in the amount of $117,883 in 2012. |
| 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
Form990 Schedule K Part I Form990ScheduleKPartI
| 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) |
|---|---|---|
| Issuer EIN | 536001131 | IssuerEIN |
| CUSIP Number | 254839H48 | CUSIPNumber |
| Date Issued | 2004-10-21 | DateIssued |
| Issue Price | 25000000 | IssuePrice |
| Description Of Purpose | Purchase of office space | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 25000000 | TotalProceeds |
| Capital Expenditures | 23688767 | CapitalExpenditures |
| Other Spent Proceeds | 1311233 | OtherSpentProceeds |
| Year Of Subst Completion | 2004 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Organization Mission Statement | Form 990, Part III, Line 1, Description of Organization's Mission: | AARP Foundation wants to win back opportunity for those now in crisis, so thousands of vulnerable low-income Americans 50+ can regain their foothold, continue to serve as anchors for their families and communities and ensure that their best life is still within reach. The Foundation helps struggling seniors by being a force for change on the most serious issues they face today. We provide: Direct Assistance Working with local groups, government and national organizations, and corporations, the Foundation creates and supports solutions that help older people meet life's essentials: food, housing, income and personal connection. Legal Advocacy We stand up for mature individuals in the courts. AARP Foundation Litigation advocates on behalf of older Americans, protecting their legal rights in critical retirement, health, long-term care and consumer issues. Raising Awareness We work to increase awareness among individuals and thought leaders about the critical issues low-income older Americans face today, including research into causes and longtime solutions for these problems. |
| Form 990, Part VI, Section A, line 4 | AARP Foundation's bylaws were amended to conform to the new DC Nonprofit Corporation Act. | |
| Form 990, Part VI, Section A, line 7a | The AARP Board of Directors appoints 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 AARP Board of Directors, designating a successor. | |
| Form 990, Part VI, Section A, line 7b | The AARP Board of Directors appoints 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 AARP Board of Directors, designating a successor. | |
| 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 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 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
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | 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) | 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 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| 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 Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (16 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AARP Inc - Grant award for performance of charitable program activities | ||
| B | 9298586 | grant agreement |
| AARP Inc - Cash contributions | ||
| C | 15750000 | cash paid |
| AARP Inc - Bond standby agreement | ||
| E | 25000000 | in the event of default |
| AARP Inc - In-kind shared services | ||
| M | 12520673 | allocable cost |
| AARP Inc - In-kind advertising | ||
| M | 2987521 | publication space market value |
| AARP Inc - Mailing lists | ||
| N | 0 | see supplemental information |
| AARP Inc - Postage printing telephone expenses | ||
| P | 135947 | costs incurred |
| AARP Inc - Building maintanence | ||
| P | 519627 | costs incurred |
| AARP Inc - Salaries for dual employees | ||
| P | 196373 | actual salaries for time reported |
| AARP Inc - Salaries for dual employees | ||
| Q | 501100 | actual salaries for time reported |
| AARP Inc - 25k Annual fee for line of credit and 15k for national event | ||
| R | 40000 | cash paid |
| Legal Counsel for the Elderly - Intercompany rent | ||
| J | 353432 | cost |
| AARP Institute - In-kind shared services | ||
| L | 246280 | allocable cost |
| AARP Services Inc | ||
| B | 40000 | cash paid |
| AARP Services Inc | ||
| M | 541021 | costs incurred |
| AARP Andrus Insurance Fund (workers' comp insurance) | ||
| R | 2073765 | premiums paid |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Mailing list explanation: | Identifier |
| Return Reference | Schedule R, Part V, Line 2(a)(6) | ReturnReference |
| 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. | Explanation |
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