AARP FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AARP FOUNDATION (EIN 52-0794300)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201211359349304881
- Schema version
- 2011v1.2
- 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 | 2012-05-14T15:23:28-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 | Jo Ann Jenkins | Name |
| Title | President | Title |
| Phone | 2024343399 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jo Ann Jenkins | 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 | 164082839 | 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 - and achieve their best lives. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 293 | TotalNbrEmployees |
| Total Nbr Volunteers | 39609 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 172999635 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 138735319 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 54498 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3110312 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1765586 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -100774 | OtherRevenuePriorYear |
| Other Revenue Current Year | -1704 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 176063671 | TotalRevenuePriorYear |
| Total Revenue Current Year | 140499201 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 115528682 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 78631613 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 25683678 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 26871700 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 775116 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 984851 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 11451815 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 29678066 | OtherExpensePriorYear |
| Other Expenses Current Year | 32313352 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 171665542 | TotalExpensesPriorYear |
| Total Expenses Current Year | 138801516 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4398129 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1697685 | RevenuesLessExpensesCY |
| Total Assets BOY | 110185168 | TotalAssetsBOY |
| Total Assets EOY | 108083041 | TotalAssetsEOY |
| Total Liabilities BOY | 47514560 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 45602825 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 62670608 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 62480216 | 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 OToday, more than 33 million older Americans - one in four - are struggling to meet one or more of their most basic needs. In 2011, AARP Foundation helped more than 2.8 million vulnerable, low-income older Americans who struggled to meet their basic needs for adequate and/or nutritious food, safe and affordable housing, adequate income and much-needed personal connections in addition to providing over 5.8 million meals. In addition, AARP Foundation Litigation acted as an advocate in courts nationwide for the rights of people 50+, assuring they had a voice in the judicial system.AARP Foundation is working side by side with trusted organizations nationwide to reach more people and make resources go further, so those in need can take control and move forward. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 86635103 | Expense |
| Grants | 70079907 | Grants |
| Description | SCSEP/Worksearch connects job seekers to viable community job opportunities to improve their economic self-sufficiency. WorkSearch 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 the AARP Foundation Senior Community Service Employment Program (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 2011, more than 65,000 people were connected to local job opportunities. www.aarpworksearch.org | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9224522 | Expense |
| Description | AARP Foundation Tax-Aide is the nation's largest, free, volunteer-run tax preparation and assistance service available to low- and moderate-income taxpayers-with special attention to those aged 60 and older. In 2011, over 35,000 AARP 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 2011 highlights include putting $228 million in the pockets of those who need it most by filing 204,000 EITC returns and achieving a 95% e-filing rate. www.aarp.org/taxaide | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5108941 | Expense |
| Grants | 2449872 | Grants |
| Description | 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, conducting research and identifying long-term sustainable solutions to address the root causes of hunger among older adults. In 2011, the program provided over 5.8 million meals through food and funds raised and donated to local hunger relief organizations as part of our Drive to End Hunger initiative; processed 6,000 SNAP eligibility pre-screenings and 800 application submissions; awarded more than $1.9 million in grants; and released a report entitled "Food Insecurity Among Older Adults," which documented national and state rates of food insecurity among adults 50 and older. www.drivetoendhunger.org; www.aarp.org/hunger. | Description |
Activity Other ActivityOther (10 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 4323530 | 18750 | Litigation: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/ |
| 1752214 | 1752214 | Income Grants:AARP Foundation's Income Impact Area awarded over $1.7 million in grants to 10 organizations to deliver programs and services to older adults in 11 states over the next two years. The purpose of these grants was to identify and fund innovative and strategic business models that address the specific and unique needs of low income workers age 50+ as they recover from the recession. While helping people obtain jobs offering good wages and benefits is the most critical element of recovery, obtaining a job is not enough. In dealing with long-term unemployment and with the potential reduction of unemployment benefits, older workers also need access to income supports and social services necessary to meet their basic needs and protect their families' financial security. |
| 1719076 | 12100 | 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 frauded. In 2011, 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 |
| 1077315 | 245000 | 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 2011, the Foundation provided information services and counseling delivery on foreclosure prevention to over 200,000 people; began a pilot in Charlottesville, VA creating a "21st century senior center" that provides a continuum of services with affordable housing in collaboration with Habitat for Humanity of Charlottesville, VA; provided a grant to Habitat to build affordable housing for low-income seniors; and built a strategic framework for its future interventions. Also in 2011, the grant-funded Neighborworks program educated more than 85,000 homeowners over the age of 50 on how to recognize the signs or "red flags" of loan modification and other homeownership related scams, as well as who to turn to for help. The program especially targeted women and minority homeowners living in geographic areas at a disproportionately higher risk of foreclosure and foreclosure scams. |
| 661397 | 502382 | Women's Scholarship Program:The AARP Foundation Women's Scholarship Program is helping win back opportunity for low-income women by funding education, training, and skills upgrades that can lead to better employment and increased financial security for women and their families. In 2011, The AARP Foundation Women's Scholarship Program awarded scholarships to 372 eligible 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 |
| 574498 | 0 | 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 individuals who are isolated or are at risk for isolation as well as understand the environmental factors that may put individuals at risk. In 2011, the Foundation developed an isolation strategic framework, business plans for potential interventions, and a multi-part research agenda to gain a deep understanding of isolation within the low-to-moderate income 50+ population. |
| 1891579 | 0 | 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 2011 alone, over 5900 clients were served by this program through the generous support of over 4200 volunteers. Also in 2011, AARP Foundation prepared for the 2012 launch of a pre-paid debit card product targeted to low-income consumers. |
| 265877 | 0 | Benefits Outreach:The Benefits Outreach program and technology platform, Benefit QuickLink, offers assistance to low income older adults in determining eligibility for a number of public and private benefit programs that help pay for prescription drugs, doctor's bills, property taxes, groceries, heating bills, and more. In 2011, over 20,000 individuals were assisted with screenings and benefits enrollment assistance with a value of identified benefits of over $36 million. |
| 3599884 | 3599884 | 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 focused on care giving, nursing, community centers, food insecurity, asset protection and driver safety. |
| 3013712 | 602354 | Various Grants, Contributions, and Other Programs:AARP Foundation supported Japan and Haiti natural 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 | 18879082 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 6732684 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 119847648 | 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 | 0 | 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 | 217 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 293 | 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 | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Mae Mendelson | ||||||||
| Chairperson | 1.00 | X | X | 0 | 19994 | 0 | ||
| George Rowan | ||||||||
| Vice-Chairperson | 1.00 | X | X | 0 | 1122 | 0 | ||
| Joan Ruff | ||||||||
| Treasurer/Finance Chair | 1.00 | X | X | 1159 | 0 | 0 | ||
| Kathleen Edmond | ||||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 | ||
| J David Nelson | ||||||||
| Board Member | 1.00 | X | 0 | 7647 | 0 | |||
| Fernando Torres-Gil | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Neal Cutler | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Marc Ginsberg | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Sandra Ulsh | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Jo Ann Jenkins | ||||||||
| Pres/Exec Dir | 58.00 | X | 351002 | 50431 | 58104 | |||
| Patricia D Shannon | ||||||||
| CFO & SVP Strategic Planning | 49.00 | X | 245785 | 0 | 55750 | |||
| David Whitehead | ||||||||
| SVP & Chief Development Officer | 54.00 | 268662 | 15235 | 62774 | X | |||
| Deborah Briceland-Betts | ||||||||
| VP - SCSEP Prgram | 47.00 | 205597 | 0 | 47764 | X | |||
| Vivian Vasallo | ||||||||
| VP Impact Prgm - Housing | 48.00 | 198196 | 0 | 43049 | X | |||
| Deborah Armenti | ||||||||
| VP - Operations | 48.00 | 178310 | 0 | 39048 | X | |||
| Phyllis Kim | ||||||||
| SVP - Grants Administration | 46.00 | 154359 | 0 | 33628 | X | |||
| Julia Stephens | ||||||||
| Director of Grants Management | 45.00 | 225596 | 0 | 34956 | X | |||
| Bonnie Speedy | ||||||||
| VP - Tax Aide Program | 52.00 | 224420 | 0 | 51586 | X | |||
| Stacy Canan | ||||||||
| Sr Atty/Mgr Litigation | 45.00 | 207482 | 2697 | 55467 | X | |||
| Anisa Tootla | ||||||||
| VP Impact Program - Hunger | 55.00 | 190360 | 0 | 41529 | X | |||
| Carol Rewers | ||||||||
| Strategic Planning & Finance | 52.00 | 101616 | 102040 | 18146 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2552544 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 199166 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 541801 | TotalOtherCompensation |
| Number Individuals GT100 K | 46 | 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 |
|---|---|---|---|---|---|
| Sapient Government Services | |||||
| 131 Dartmouth Street 3rd Floor | Boston | MA | 02116 | Business Advisory | 2523587 |
| Chapman Cubine Adams Hussey & Associates | |||||
| 1600 Wilson Blvd Suite 300 | Arlington | VA | 22209 | Professional Fundraising Services | 849811 |
| Production Solutions Inc | |||||
| 1953 Gallows Road Suite 600 | Vienna | VA | 22182 | Commercial Printing Services | 653356 |
| Bridgeline Digital Inc | |||||
| 80 Blanchard Road | Boston | MA | 01803 | IT Services | 597861 |
| Tri-State Envelope Corporation | |||||
| 20 Market Street | Ashland | PA | 17921 | Commercial Printing Services | 534510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 25 | NumberOfContractorsGT100K |
| Related Organizations | 15401169 | RelatedOrganizations |
| Government Grants | 93560561 | GovernmentGrants |
| All Other Contributions | 29773589 | AllOtherContributions |
| Noncash Contributions | 2393 | NoncashContributions |
| Total Contributions | 138735319 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1809273 | TotalRevenueColumn |
| Exclusion | $1,809,273 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 354270 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 354270 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23185681 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23229368 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -43687 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -43687 | TotalRevenueColumn |
| Exclusion | -$43,687 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Miscellaneous income | 900099 | 7015 | $7,015 |
| Change in value-Charit | 900099 | -8719 | -$8,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -1704 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 140499201 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,763,882 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9259556 | Total |
| Program Services | 9259556 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69372057 | Total |
| Program Services | 69372057 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1726624 | Total |
| Program Services | 791875 | ProgramServices |
| Management And General | 639475 | ManagementAndGeneral |
| Fundraising | 295274 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20051446 | Total |
| Program Services | 16093086 | ProgramServices |
| Management And General | 2234001 | ManagementAndGeneral |
| Fundraising | 1724359 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 691510 | Total |
| Program Services | 559129 | ProgramServices |
| Management And General | 72995 | ManagementAndGeneral |
| Fundraising | 59386 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2870512 | Total |
| Program Services | 2218449 | ProgramServices |
| Management And General | 379628 | ManagementAndGeneral |
| Fundraising | 272435 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1531608 | Total |
| Program Services | 1196578 | ProgramServices |
| Management And General | 192585 | ManagementAndGeneral |
| Fundraising | 142445 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154542 | Total |
| Program Services | 154542 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165462 | Total |
| Program Services | 462 | ProgramServices |
| Management And General | 165000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 984851 | Total |
| Fundraising | 984851 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4862622 | Total |
| Program Services | 2790034 | ProgramServices |
| Management And General | 1999394 | ManagementAndGeneral |
| Fundraising | 73194 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2868354 | Total |
| Program Services | 1095651 | ProgramServices |
| Management And General | 475620 | ManagementAndGeneral |
| Fundraising | 1297083 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2326921 | Total |
| Program Services | 2269139 | ProgramServices |
| Management And General | 41867 | ManagementAndGeneral |
| Fundraising | 15915 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1684408 | Total |
| Program Services | 1178853 | ProgramServices |
| Management And General | 55595 | ManagementAndGeneral |
| Fundraising | 449960 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2072742 | Total |
| Program Services | 1937403 | ProgramServices |
| Management And General | 65874 | ManagementAndGeneral |
| Fundraising | 69465 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1188966 | Total |
| Program Services | 996561 | ProgramServices |
| Management And General | 102020 | ManagementAndGeneral |
| Fundraising | 90385 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226497 | Total |
| Program Services | 172587 | ProgramServices |
| Management And General | 53910 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49795 | Total |
| Program Services | 37023 | ProgramServices |
| Management And General | 6100 | ManagementAndGeneral |
| Fundraising | 6672 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 782765 | Total |
| Program Services | 580925 | ProgramServices |
| Management And General | 96750 | ManagementAndGeneral |
| Fundraising | 105090 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115492 | Total |
| Management And General | 115492 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing and postage | 7660931 | 1741176 | 238830 | 5680925 |
| Volunteer travel/activi | 5938774 | 5873814 | 64433 | 527 |
| Telecommunication expen | 850204 | 797593 | 32945 | 19666 |
| Miscellaneous operating | 498114 | 225685 | 240501 | 31928 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 866763 | Total |
| Program Services | 505470 | ProgramServices |
| Management And General | 229038 | ManagementAndGeneral |
| Fundraising | 132255 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138801516 | Total |
| Program Services | 119847648 | ProgramServices |
| Management And General | 7502053 | ManagementAndGeneral |
| Fundraising | 11451815 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6237916 | Total |
| Program Services | 1378531 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 4859385 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3849556 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21247153 | BOY |
| EOY | 10696553 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7876378 | BOY |
| EOY | 5841121 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 481908 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1040438 | BOY |
| EOY | 1912657 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23033231 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5463526 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18335211 | BOY |
| EOY | 17569705 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54550088 | BOY |
| EOY | 61918562 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5977414 | BOY |
| EOY | 5208195 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750000 | BOY |
| EOY | 213557 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 408486 | BOY |
| EOY | 391227 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110185168 | BOY |
| EOY | 108083041 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12742196 | BOY |
| EOY | 9809796 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 836439 | BOY |
| EOY | 4443252 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5016462 | BOY |
| EOY | 2771422 | 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 | 3919463 | BOY |
| EOY | 3578355 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47514560 | BOY |
| EOY | 45602825 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54537754 | BOY |
| EOY | 60012685 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8132854 | BOY |
| EOY | 2467531 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62670608 | BOY |
| EOY | 62480216 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110185168 | BOY |
| EOY | 108083041 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1697685 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1888077 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 122761059 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 125132376 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 117816589 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 173005285 | CurrentTaxYearMinus1Year |
| Current Tax Year | 138735319 | CurrentTaxYear |
| Total | 677450628 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 122761059 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 125132376 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 117816589 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 173005285 | CurrentTaxYearMinus1Year |
| Current Tax Year | 138735319 | CurrentTaxYear |
| Total | 677450628 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 56616367 | AmountsSubstContributorsTotal |
| Public Support Total170 | 620834261 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3029198 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3101236 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2709986 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1672972 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1809273 | CurrentTaxYear |
| Total | 12322665 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 796167 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 399520 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 90667 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62373 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7015 | CurrentTaxYear |
| Total | 1355742 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 691129035 | TotalSupport |
| Gross Receipts From Admissions Etc | 1348727 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89830 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.88730 | 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 | 15217922 | BeginningOfYearBalance |
| Contributions | 546068 | Contributions |
| Investment Earnings Or Losses | -403984 | InvestmentEarningsOrLosses |
| Other Expenditures | 569883 | OtherExpenditures |
| End Of Year Balance | 14790123 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 Minus3 Years CurrentYearMinus3Years
| 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 | 17759493 | OtherCostOrOtherBasis |
| Depreciation | 4939749 | Depreciation |
| Book Value | 12819744 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 833738 | OtherCostOrOtherBasis |
| Depreciation | 523777 | Depreciation |
| Book Value | 309961 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17569705 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Charitable gift annuity liability | Description |
| Amount | $3,578,355 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3578355 | TotalOfAmounts |
| Total Revenue | 140499201 | TotalRevenue |
| Total Expenses | 138801516 | TotalExpenses |
| Excess Or Deficit For Year | 1697685 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1888547 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 470 | DonatedServicesAndFacilities |
| Total Adjustments | -1888077 | TotalAdjustments |
| Excess Or Deficit Per FS | -190392 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 191694886 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1888547 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 53050952 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -320990 | OtherRevenues |
| Revenue Not Rptd F990 | 50841415 | RevenueNotRptdF990 |
| Revenue Subtotal | 140853471 | RevenueSubtotal |
| Other Revenues Not Included | -354270 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -354270 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 140499201 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 192224552 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 53050482 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 372554 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 53423036 | ExpensesNotRptdF990 |
| Expenses Subtotal | 138801516 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 138801516 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 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: | The AARP Foundation recognizes income tax positions based on a "more-likely than-not" threshold. The Foundation has no material uncertain income tax positions in 2011 or 2010. |
| Part XII, Line 2d - Other Adjustments: | AARP Institute (EIN: 52-0788950) -320,990. | |
| Part XII, Line 4b - Other Adjustments: | Rental expense netted against gross rents on Form 990, page 9, line 6b -354,270. | |
| Part XIII, Line 2d - Other Adjustments: | AARP Institute (EIN: 52-0788950) 18,284. Rental expense netted against gross rents on Form 990, page 9, line 6b 354,270. | |
| . |
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 | 848485 | -848485 |
| Covenant Calls LLC | ||||||||
| 1539 Fall River Avenue Ste 3 | Seekonk | WA | 02771 | Gift planning consultation | 0 | 0 | 294819 | -294819 |
| Gift Strategies LLC | ||||||||
| 1539 Fall River Avenue Ste 3 | Seekonk | WA | 02771 | Professional Solicitor | 0 | 0 | 315967 | -315967 |
| M&R Strategic Services Inc | ||||||||
| 2120 L Street NW 6th Fl | Washington | DC | 20037 | Creative online marketing services | 0 | 0 | 157345 | -157345 |
| Mindset Direct LLC | ||||||||
| 1700 N Jefferson Street Suite 200 | Arlington | VA | 22205 | Direct mail production management services | 0 | 0 | 104678 | -104678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 1721294 | TotalRetainedByContractors |
| Total Net To Organization | -1721294 | 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 postage and travel expenses. Beginning in June 2011, Covenant Calls LLC was hired as 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 $195,528 Printing & postage 49,705 Advertising & promotion 589,050 Miscellaneous expense 14,202 Total paid to Chapman Cubine $848,485 Adams Hussey & Associates Covenant Calls LLC Professional fundraising fee $269,661 Printing & postage 1,118 Advertising & promotion 22,000 Travel expenses 2,040 Total paid to Covenant Calls LLC $294,819 Gift Strategies LLC Professional fundraising fee $292,413 Printing & postage 4,386 Advertising & promotion 15,000 Travel expenses 4,168 Total paid to Gift Strategies LLC $315,967 M&R Strategic Services Professional fundraising fee $144,900 Printing & postage 81 Advertising & promotion 10,775 Travel expenses 1,543 Telecommunication expense 46 Total paid to M&R Strategic Svcs $157,345 MINDset Direct Professional fundraising fee $ 82,350 Advertising & promotion 20,000 Travel expenses 2,328 Total paid to MINDset Direct $104,678 Total amounts paid to fundraisers $1,721,294 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (53 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AARP Inc | ||||||||
| 601 E St NW | Washington | DC | 20049 | 951985500 | 501(c)(4) | 3599884 | AARP, Inc. charitable work conducted on behalf of the AARP Foundation | |
| Helpage USA | ||||||||
| 4750 41st Street NW | Washington | DC | 20016 | 431750256 | 501(c)(3) | 242630 | Collaboration for emergency preparedness in global health provision | |
| Be The Change Inc | ||||||||
| 2 Canal Park | Cambridge | MA | 02141 | 260402451 | 501(c)(3) | 250000 | Support the "Opportunity Nation" platform devoted to help promote mobility amoung Americans 50+ | |
| ACT Inc | ||||||||
| 301 Act Drive | Iowa City | IA | 52243 | 420841485 | 501(c)(3) | 502382 | Scholarships to retrain women for the workforce | |
| Centro de Salud Familiar La Fe Inc | ||||||||
| 1314 E Yandell Drive | El Paso | TX | 79902 | 741842169 | 501(c)(3) | 292492 | Grant to support AARP Foundation's hunger initiative | |
| Lifelong AIDS Alliance | ||||||||
| 1002 E Seneca | Seattle | WA | 98122 | 911215715 | 501(c)(3) | 279646 | Grant to support AARP Foundation's hunger initiative | |
| Texas A&M University System Health Science Center Research Foundation | ||||||||
| 400 Harvey Mitchell Parkway South | College Station | TX | 80501 | 741238434 | 501(c)(3) | 268974 | Grant to support AARP Foundation's hunger initiative | Ste 300 |
| Habitat for Humanity | ||||||||
| 501 Grove Avenue | Charlottesville | VA | 22902 | 541574925 | 501(c)(3) | 235000 | 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) | 223000 | Grant to support AARP Foundation's hunger initiative | |
| Boston Medical Center | ||||||||
| 85 E Concord Street | Boston | MA | 02118 | 043314093 | 501(c)(3) | 224873 | Grant to support AARP Foundation's hunger initiative | |
| Operation ABLE of Michigan | ||||||||
| 4750 Woodward Avenue Ste 201 | Detroit | MI | 48201 | 382861705 | 501(c)(3) | 200000 | Grant to support AARP Foundation's income initiative | |
| YWCA of San Gabriel Valley | ||||||||
| 943 N Grand Avenue | Covina | CA | 91724 | 951641967 | 501(c)(3) | 200000 | Grant to support AARP Foundation's income initiative | |
| The Workplace | ||||||||
| 350 Fairfield Ave | Bridgeport | CT | 06604 | 222484517 | 501(c)(3) | 199872 | Grant to support AARP Foundation's income initiative | |
| Lane Workforce Partnership | ||||||||
| 1500 Valley River Dr Ste 150 | Eugene | OR | 97401 | 930886373 | 501(c)(3) | 199320 | Grant to support AARP Foundation's income initiative | |
| Human Resource Dvlpmt Council of District Inc dba Gallatin Valley Food Bank | ||||||||
| 32 South Tracy Avenue | Bozeman | MT | 59750 | 810350886 | 501(c)(3) | 199239 | Grant to support AARP Foundation's hunger initiative | |
| Senior Service America Inc | ||||||||
| 8403 Colesville Road Ste 1200 | Silver Spring | MD | 20910 | 526048236 | 501(c)(3) | 198876 | Grant to support AARP Foundation's income initiative | |
| Florida Institute for Workforce | ||||||||
| PO Box 13522 | Gainesville | FL | 32604 | 592596359 | 501(c)(3) | 190880 | Grant to support AARP Foundation's income initiative | |
| Urban League of Greater Dallas | ||||||||
| 4315 S Lancaster Road | Dallas | TX | 75216 | 741590488 | 501(c)(3) | 188266 | Grant to support AARP Foundation's income initiative | |
| Byte Back Inc | ||||||||
| 815 Monroe Street NE | Washington | DC | 20017 | 522061398 | 501(c)(3) | 160000 | Grant to support AARP Foundation's income initiative | |
| First Nations Development Institute | ||||||||
| 351 Coffman Street Ste 200 | Longmont | CO | 80501 | 541254491 | 501(c)(3) | 187660 | Grant to support AARP Foundation's hunger initiative | |
| Western Mountains Alliance | ||||||||
| 165 Front Street Ste 1 | Farmington | ME | 04938 | 010432056 | 501(c)(3) | 153429 | Grant to support AARP Foundation's hunger initiative | |
| Action for Boston Community Development | ||||||||
| 178 Tremont Street | Boston | MA | 02111 | 042304133 | 501(c)(3) | 144935 | Grant to support AARP Foundation's hunger initiative | |
| Hidalgo Medical Services | ||||||||
| 530 E Demoss Street | Lordsburg | NM | 88045 | 850292834 | 501(c)(3) | 123124 | Grant to support AARP Foundation's hunger initiative | |
| Community Action Program Corporation of Washington | ||||||||
| 218 Putnam Street | Marietta | OH | 45750 | 310738285 | 501(c)(3) | 100000 | Grant to support AARP Foundation's income initiative | |
| RESOURCE | ||||||||
| 1900 Chicago Avenue S | Minneapolis | MN | 55404 | 410828779 | 501(c)(3) | 100000 | Grant to support AARP Foundation's income initiative | |
| Collective Roots Garden Project Inc | ||||||||
| 1785 Woodland Avenue | East Palo Alto | CA | 94303 | 710901459 | 501(c)(3) | 90000 | Grant to support AARP Foundation's hunger initiative | |
| Business and Professional Womens's Foundation | ||||||||
| 1718 M Street NW | Washington | DC | 20036 | 530237067 | 501(c)(3) | 90000 | Grant to assist mature women veterans re-enter the workplace. | |
| International Mental Health Research | ||||||||
| PO Box 680 | Rutherford | CA | 94573 | 680359707 | 501(c)(3) | 50000 | Contribution to develop a comprehensive roadmap for brain research | |
| Library of Congress | ||||||||
| 101 Independence Avenue SE | Washington | DC | 20540 | government | 32000 | Contribution to support aging research symposium | ||
| Living Cities | ||||||||
| 55 West 125th Street | New York | NY | 10027 | 260003950 | 501(c)(3) | 16894 | Develop economic assistance model for low income seniors in urban areas | |
| City Harvest Inc | ||||||||
| 575 8th Avenue 4th Fl | New York | NY | 10018 | 133170676 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Community Food Bank of New Jersey | ||||||||
| 31 Evans Terminal Road | Hillside | NJ | 07205 | 222423882 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Houston Food Bank | ||||||||
| 535 Portwall Street | Houston | TX | 77029 | 742181456 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Interfaith Ministries for Greater Houston | ||||||||
| 3217 Montrose Blvd | Houston | TX | 77006 | 741488102 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Island Harvest | ||||||||
| 199 Second Street | Mineola | NY | 11501 | 113136350 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Jewish Community Center of Houston | ||||||||
| 5601 South Braeswood | Houston | TX | 77096 | 741198298 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Long Island Cares Inc | ||||||||
| 10 Davids Drive | Hauppauge | NY | 11788 | 112524512 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Los Angeles Regional Foodbank | ||||||||
| 1734 East 41st Street | Los Angeles | CA | 90058 | 953135649 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Second Harvest Food Bank of Orange County | ||||||||
| 8014 Marine Way | Irvine | CA | 92618 | 953033494 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Southeast Texas Food Bank | ||||||||
| 3845 S MLK Jr Parkway | Beaumont | TX | 77705 | 760338721 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Steelworkers Oldtimers Foundation | ||||||||
| 3355 East Gage Avenue | Huntington Park | CA | 90255 | 956126109 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Young Mens and Womens Hebrew Association | ||||||||
| 54 Nagle Avenue | New York | NY | 10040 | 131635308 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Food Bank of Iowa | ||||||||
| 222 East 17th Street | Des Moines | IA | 50316 | 421177880 | 501(c)(3) | 10000 | Donation to help provide short-term support to older Americans in need of food assistance | |
| Greater Chicago Food Depository | ||||||||
| 4100 W Ann Lurie Place | Chicago | IL | 60632 | 362971884 | 501(c)(3) | 10000 | Donation to help provide support to American families in need of food assistance | |
| Hosea Feed the Hungry | ||||||||
| 1035 Donnelly Avenue | Atlanta | GA | 30310 | 581340903 | 501(c)(3) | 10000 | Donation to help provide short-term support to older Americans in need of food assistance | |
| National Academy of Elder Law | ||||||||
| 1577 Spring Hill Rd Ste 220 | Vienna | VA | 22182 | 860620517 | 501(c)(3) | 10000 | Grant to select 10 AARP Foundation Litigation Jerry Florence Scholarships | |
| San Antonio Food Bank | ||||||||
| 5200 Old Highway 90 West | San Antonio | TX | 78227 | 742122979 | 501(c)(3) | 10000 | Donation to support American families in need of food assistance, especially seniors | |
| Legal Aid of West Virginia | ||||||||
| 922 Quarrier St 4th Fl | Charleston | WV | 25301 | 311789739 | 501(c)(3) | 7100 | Donation to ensure low-income West Virginians have access to justice | |
| Hawkeye Valley Area Agency on Aging | ||||||||
| 2101 Kimball Ave Ste 320 | Waterloo | IA | 50702 | 521621262 | 501(c)(3) | 6250 | State coordinating agency for the AARP Foundation Money Management Program | |
| Southeast Louisiana Legal Services | ||||||||
| 1200 Derek Drive Ste 100 | Hammond | LA | 70403 | 720877422 | 501(c)(3) | 6250 | Grant to provide legal services and assistance to Louisiana residents | |
| Meals on Wheels West | ||||||||
| 1823-A Michigan Avenue | Santa Monica | CA | 90404 | 954613280 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Meals on Wheels West Los Angeles | ||||||||
| 900 Hilgard Avenue | Los Angeles | CA | 90024 | 954847907 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Meals on Wheels Stanton Island | ||||||||
| 304 Port Richmond Avenue | Stanton Island | CA | 10302 | 132894878 | 501(c)(3) | 14000 | Donation to provide support for 50+ adults in need of food assistance. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 51 | 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) | 21380 | 69349057 |
| AARP Employee Crisis Fund | 9 | 23000 |
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)
| 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 | |||||||||||||
| 251883 | 50431 | 95289 | 0 | 3830 | 0 | 9800 | 36162 | 12142 | 0 | 372944 | 86593 | 0 | 0 |
| Patricia D Shannon | |||||||||||||
| 212356 | 0 | 32653 | 0 | 776 | 0 | 9800 | 36162 | 9788 | 0 | 265373 | 36162 | 0 | 0 |
| David Whitehead | |||||||||||||
| 230665 | 15235 | 36950 | 0 | 1047 | 0 | 9800 | 36162 | 16812 | 0 | 295274 | 51397 | 0 | 0 |
| Deborah Briceland-Betts | |||||||||||||
| 180334 | 0 | 23102 | 0 | 2161 | 0 | 8137 | 30027 | 9600 | 0 | 223334 | 30027 | 0 | 0 |
| Vivian Vasallo | |||||||||||||
| 179014 | 0 | 18344 | 0 | 838 | 0 | 7894 | 29130 | 6025 | 0 | 212115 | 29130 | 0 | 0 |
| Deborah Armenti | |||||||||||||
| 162529 | 0 | 15057 | 0 | 724 | 0 | 2664 | 26212 | 10172 | 0 | 191146 | 26212 | 0 | 0 |
| Phyllis Kim | |||||||||||||
| 153855 | 0 | 0 | 0 | 504 | 0 | 3384 | 22709 | 7535 | 0 | 165278 | 22709 | 0 | 0 |
| Julia Stephens | |||||||||||||
| 127264 | 0 | 24994 | 0 | 73338 | 0 | 6090 | 22473 | 6393 | 0 | 238079 | 22473 | 0 | 0 |
| Bonnie Speedy | |||||||||||||
| 194005 | 0 | 29257 | 0 | 1158 | 0 | 8930 | 32953 | 9703 | 0 | 243053 | 32953 | 0 | 0 |
| Stacy Canan | |||||||||||||
| 184007 | 2697 | 20814 | 0 | 2661 | 0 | 8301 | 30630 | 16536 | 0 | 232319 | 33327 | 0 | 0 |
| Anisa Tootla | |||||||||||||
| 171310 | 0 | 18167 | 0 | 883 | 0 | 7579 | 27967 | 5983 | 0 | 203922 | 27967 | 0 | 0 |
| Carol Rewers | |||||||||||||
| 70381 | 0 | 13617 | 0 | 17618 | 102040 | 3360 | 12398 | 2388 | 0 | 107364 | 114438 | 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 Mendelson, Rowan, Torres-Gil, and J. David Nelson 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 Ruff, Edmond, Cutler, Ginsberg, 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 | Julia Stephens received a separation payment in the amount of $72,178.27 in 2011. Carol Rewers received a separation payment in the amount of $118,151.53 in 2011. Of that amount AARP Foundation paid $16,111.57 and AARP paid $102,039.96. |
| 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
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) |
|---|---|---|
| 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) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| 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 |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 7a | The AARP Board of Directors appoints the 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's Controller's Office and Office of General Counsel. The Form 990 is reviewed by Foundation's CFO and President. 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 | All board members and employees (including officers) are required to review the ethics policy, formally acknowledge their understanding of the policy annually, 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. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -1,888,547. Donated services and use of facilities: 470. Total to Form 990, Part XI, Line 5: -1,888,077. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 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 St 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 St NW | Washington | DC | 20049 | 520788950 | Supporting org of AARP Fdn holding certain charitable gift annuity funds | DC | 501(c)(3) | 509(a)(3) | 0 | AARP Foundation | |
| Legal Counsel for the Elderly | |||||||||||
| 601 E St 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 Insurance Plan | |||||||||||
| 601 E St 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 (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| AARP Financial Services Corporation | ||||||||
| 601 E Street NW | Washington | DC | 20049 | 521367607 | Real Estate Holding Company | DE | AARP Inc | C |
| AARP Services Inc | ||||||||
| 601 E Street NW | Washington | DC | 20004 | 522141065 | Quality Control and Research | DE | AARP Inc | C |
| 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 |
| 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 (14 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AARP Inc - Grant award for performance of charitable program activities | ||
| B | 3599884 | grant agreement |
| AARP Inc - Cash contributions | ||
| C | 15401169 | cash paid |
| AARP Inc - Bond standby agreement | ||
| E | 25000000 | in the event of default |
| AARP Inc - In-kind shared services | ||
| L | 10899745 | allocable cost |
| AARP Inc - In-kind advertising | ||
| L | 2773534 | publication space market value |
| AARP Inc - Mailing lists | ||
| M | 0 | see supplemental information |
| AARP Inc - Postage printing telephone expenses | ||
| O | 155057 | costs incurred |
| AARP Inc - Building maintanence | ||
| O | 518399 | costs incurred |
| AARP Inc - Salaries for dual employees | ||
| O | 274878 | actual salaries for time reported |
| AARP Inc - Salaries for dual employees | ||
| P | 365986 | actual salaries for time reported |
| AARP Inc - 25k Annual fee for line of credit and 15k for national event | ||
| Q | 40000 | cash paid |
| Legal Counsel for the Elderly - Intercompany rent | ||
| I | 354270 | cost |
| AARP Institute - In-kind shared services | ||
| K | 75913 | allocable cost |
| AARP Services Inc | ||
| L | 550922 | costs incurred |
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. While the AARP Foundation currently exchanges a small subset of its mailing list with other charities, 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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