AARP: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
AARP (EIN 95-1985500)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-06-20
IRS object ID
201211729349300526
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-06-20T11:01:45-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN951985500EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1AARPBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlAARPNameControl
Phone2024343220Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E Street NW c/o Tax DeptAddressLine1
CityWashingtonCity
StateDCState
ZIP Code20049ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRobert R Hagans JrName
TitleCFOTitle
Phone2024343220Phone
Date Signed2012-06-20DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRobert R Hagans JrNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1601 E Street NWAddressLine1
CityWashingtonCity
StateDCState
ZIP Code20049ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2626077330GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.aarp.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1958YearFormation
State Legal DomicileDCStateLegalDomicile
Activity Or Mission DescriptionAARP is a nonprofit, nonpartisan organization dedicated to enhancing the quality of life for... people age 50 and over. AARP leads positive social change for all as we age and creates impact through information, advocacy, and service.ActivityOrMissionDescription
Nbr Voting Members Governing Body22NbrVotingMembersGoverningBody
Nbr Independent Voting Members22NbrIndependentVotingMembers
Total Nbr Employees2142TotalNbrEmployees
Total Nbr Volunteers49401TotalNbrVolunteers
Total Gross UBI154853736TotalGrossUBI
Net Unrelated Business Txbl Income551653NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year266827226ContributionsGrantsPriorYear
Contributions Grants Current Year302197818ContributionsGrantsCurrentYear
Program Service Revenue Prior Year159700555ProgramServiceRevenuePriorYear
Program Service Revenue CY165300742ProgramServiceRevenueCY
Investment Income Prior Year66235050InvestmentIncomePriorYear
Investment Income Current Year46821178InvestmentIncomeCurrentYear
Other Revenue Prior Year683258860OtherRevenuePriorYear
Other Revenue Current Year710117894OtherRevenueCurrentYear
Total Revenue Prior Year1176021691TotalRevenuePriorYear
Total Revenue Current Year1224437632TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year15309602GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY22055669GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year287035725SalariesEtcPriorYear
Salaries Etc Current Year360399913SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year184000TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY202500TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year7765150TotalFundrsngExpCurrentYear
Other Expense Prior Year722481785OtherExpensePriorYear
Other Expenses Current Year782586764OtherExpensesCurrentYear
Total Expenses Prior Year1025011112TotalExpensesPriorYear
Total Expenses Current Year1165244846TotalExpensesCurrentYear
Revenues Less Expenses Prior Year151010579RevenuesLessExpensesPriorYear
Revenues Less Expenses CY59192786RevenuesLessExpensesCY
Total Assets BOY1565461037TotalAssetsBOY
Total Assets EOY1674176647TotalAssetsEOY
Total Liabilities BOY937396888TotalLiabilitiesBOY
Total Liabilities EOY1007921389TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY628064149NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY666255258NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionAARP is dedicated to enhancing quality of life for all as we age. We lead positive social change and deliver value to members through information, advocacy, and service.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense310219116Expense
Grants7800Grants
DescriptionMembership Service helps ensure AARP is providing useful information, programs, and services to members through events, exhibits, AARP's award-winning website, member call center, and other interactive member touch points. Membership service summarizes AARP's position on activities related to the organization's strategic priorities, as well as the activities that support its strategic plan.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense195778321Expense
DescriptionAARP publishes "AARP The Magazine," every other month (bimonthly) in three versions, each of which targets a specific age group: 50-59, 60-69, and 70 and over to be sure that we are providing highly useful information and outreach to each group. "AARP The Magazine" includes the key areas of health, personal finance, work/life transitions, and personal enrichment. AARP also publishes 10 issues of "AARP Bulletin," a monthly publication (January/February and July/August are combined) that reports on such issues as Social Security, Medicare, and those related to work, retirement, pensions, benefits, health, and quality of life. "AARP Viva" is a quarterly bilingual publication for Hispanic members of AARP. This publication includes profiles of leading Hispanic personalities, articles on new trends in the Hispanic community, and advice for protecting health, managing money, and enjoying leisure time. "AARP The Magazine" and "AARP Bulletin" are provided to all AARP member households. All publications are available electronically to the general public on AARP's website www.aarp.org.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense135045085Expense
Grants7878Grants
DescriptionThe Membership Development work is based on the recognition that members are an essential part of AARP's ability to achieve its mission. Speaking on behalf of its tens of millions of members gives AARP significant power and reach in advocating for social change in our national, federal, and state legislatures; and members also provide grassroots activism, volunteer work, and input into the problems faced by Americans as they age, which helps shape AARP's social change agenda. Membership Development is dedicated to ensuring that the member experience is valuable and a relevant portfolio of member services and benefits is available with key portfolio areas of: my health, my home & family, my money, and my personal time. Membership Development researches the wants and needs of specific segments within the population of age 50+, including, for example, multicultural segments, boomers, retired educators, and AARP's primary age segments (50-59, 60-69, and 70 and over).Description

Activity Other ActivityOther (10 entries)

ExpenseExpenseGrantsGrantsDescriptionDescriptionRevenueRevenue
125450471555811The States and Communities Group (S&C) has established a field office in every state, the District of Columbia, Puerto Rico, and the Virgin Islands. S&C drives social change through advocacy, education, and outreach. These 53 offices coordinate AARP's local efforts and provide a structure that delivers personalized services and programs to members and other older Americans in their homes and communities. These offices offer needed assistance, information, and support to older Americans. They also fill many of the gaps in services that families, communities, and government are unable to address, enabling older persons to maintain their independence and dignity.
116710353488955Legislative Activities and Public Policy - Through AARP's Government Relations & Advocacy group, State Executive Councils, and AARP advocacy volunteers, AARP works to raise awareness and advocates for the rights of its members pertaining to the following issues: affordable health care for all Americans; ensuring the solvency of Social Security for current and future retirees; ensuring the long-term solvency of Medicare and prescription drug coverage; informing members and consumers about Medicare health insurance and related issues; independent living and long-term care; employment and job seeking for older workers; and financial security in retirement.
444728120000Education and Outreach - AARP researches and identifies certain strategic areas and focuses its activities and resources to develop programs, provide/produce information, and conduct studies on three key issues affecting members: health & family, finanical security, and long-term care.
10225236The AARP Driver Safety Program helps older drivers maintain their independence by instructing them on safety in the driver's seat. The program, available on-line or through a classroom setting, is led by volunteer instructors and teaches participants about the normal changes that occur with aging and how to use this awareness to become safer drivers. In 2011, AARP recieved a $12.6 million grant over three years through the AARP Foundation and Toyota to expand the outreach of the Driver's Safety Program.6586609
75814571392250The Office of Volunteer and Civic Engagement (OVCE)seeks to motivate unprecedented numbers of AARP members to actively participate in bringing about positive social change in America. The OVCE initiates service through: Create the Good, which connects individuals to a network of people, tools, and time-flexible voluteer opportunities; Day of Serivce, which AARP employees engage in community service; Andrus Awards for Community Service recognizes AARP volunteers who have made a difference in the communities in ways that supports AARP's mission, visions, and direction; AARP Chapters link members with community programs and services; Maureen McKoy Award for Excellence in Service recognizes an AARP employee who has fostered a significant engagement, service or community outreach on the job; and Experience Corps the newest service initiative is a nationally renowned program for older adult volunteers who want to tutor and mentor youth in their communities.
1539518815393091AARP Foundation (cash contributions)
10756289AARP/Member Events3661508
4170842International Affairs Office
25181172518117Legal Counsel for the Elderly (cash contributions)
121691711671767Various Other Programs198889
FieldValueIRS element (for citing)
Total Of Other Program Service Exp309424405TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt22039991TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev10447006TotalOfOtherProgramServiceRev
Total Program Service Expense950466927TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities1PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10961951NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees2142NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryBRNameOfForeignCountry
Name Of Foreign CountryDANameOfForeignCountry
Name Of Foreign CountryIDNameOfForeignCountry
Name Of Foreign CountryISNameOfForeignCountry
Name Of Foreign CountryKSNameOfForeignCountry
Name Of Foreign CountryMYNameOfForeignCountry
Name Of Foreign CountryUKNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions1NonDeductibleContributions
Non Deductible Disclosure1NonDeductibleDisclosure
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members22NbrVotingGoverningBodyMembers
Number Independent Voting Members22NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Robert R Hagans JrBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2024343220TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1601 E Street NWAddressLine1
CityWashingtonCity
StateDCState
ZIP Code20049ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (39 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
W Lee Hammond
President15.00X954200
Robert Romasco
President-elect6.00X497500
A James Forbes Jr
Secretary/Treasurer6.00X550500
F John Zarlengo
Board Chair15.00X1582100
Gail E Aldrich
Board Vice Chair6.00X1070000
Allen Douma
Director6.00X1124400
Jeannine English
Director6.00X629600
Leobardo Estrada
Director6.00X121000
Catherine Georges
Director6.00X000
William J Hall
Director6.00X000
Jacob Lozada
Director6.00X719300
Mara Mayor
Director6.00X604700
Maeona Mendelson
Director6.00X1999400
J David Nelson
Director6.00X764700
Barbara O'Connor
Director6.00X217100
John Penn
Director6.00X1072000
Diane Pratt
Director6.00X000
Carol Raphael
Director6.00X94200
Charles E Reed
Director6.00X1876200
George T Rowan
Director6.00X112200
Fernando Torres-Gil
Director6.00X000
Addison B Rand
Chief Executive Officer45.008160040122549X
Robert R Hagans Jr
Chief Financial Officer50.00471335062049X
Nancy A LeaMond
EVP State and National Group60.00565281048018X
Kevin J Donnellan
EVP & Chief Communication50.00414831056210X
Richard Randazzo
EVP Chief Human Resources Officer40.00407931056138X
Cynthia Lewin
EVP & General Counsel50.00401763063049X
Nancy Smith
EVP Corporate Secretary55.00401121047949X
John C Rother
EVP Policy & Strategy45.00397421050842X
Steven Cone
EVP Integrated Value & Strategy55.00361112046105X
Harroll Backus
EVP State Operations50.00337170056046X
Emilio Pardo
EVP & Chief Brand Officer50.00335579046637X
Matthew Mitchell
EVP & Chief Information Officer50.00325239054474X
Lorraine Cortes-Vazquez
EVP Multi Market & Engagement65.00323016056000X
James Fishman
SVP-Publisher60.00445038048010X
Diane Ty
SVP Life Tuner45.00358440057348X
Leland White
VP - State and National Group60.00340746033525X
Hugh Delehanty
SVP & Editor-in Chief AARP50.00329857056127X
Lynn Mento
SVP 50+ Member Experience45.00317724047091X
FieldValueIRS element (for citing)
Total Reportable Comp From Org7489499TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1008167TotalOtherCompensation
Number Individuals GT100 K794NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
RR DONNELLEY
111 SOUTH WACKER DRIVECHICAGOIL60606PRINTING SERVICES FOR PUBLICATIONS67303978
MOORE WALLACE
30 HAZELWOOD DRIVE STE 100AMHERSTNY14228PRINTING SERVICES FOR PUBLICATIONS24970479
GSD&M IDEA CITY LLC
828 WEST 6TH STREETAUSTINTX78703ADVERTISING AND MARKETING FIRM23295306
GMMB INC
1010 WISCONSIN AVE NWWASHINGTONDC20007TELEVISION ADVERTISING18739383
FieldValueIRS element (for citing)
Number Of Contractors GT100 K518NumberOfContractorsGT100K
Membership Dues265844520MembershipDues
Related Organizations3599884RelatedOrganizations
Government Grants4719GovernmentGrants
All Other Contributions32748695AllOtherContributions
Total Contributions302197818TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Pub/Web Advertising541800154137788154137788
Driver's Safety Progra90009965866096586609
Member Event90009936615083661508

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column914837TotalRevenueColumn
Related Or Exempt Function Income198889RelatedOrExemptFunctionIncome
Unrelated Business Revenue715948UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Program Service Revenue165300742TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column54101783TotalRevenueColumn
Exclusion$54,101,783ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column704630340TotalRevenueColumn
Exclusion$704,630,340ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real3236329Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real3236329Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1391122764Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1398136893Securities
Other266476Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-7014129Securities
Other-266476Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-7280605TotalRevenueColumn
Exclusion-$7,280,605ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
Miscellaneous income9000992998152$2,998,152
Captive Insurance Prem9000992489402$2,489,402
FieldValueIRS element (for citing)
Total Other Revenue5487554TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1224437632TotalRevenueColumn
Related Or Exempt Function Income10447006RelatedOrExemptFunctionIncome
Unrelated Business Revenue154853736UnrelatedBusinessRevenue
Exclusion$756,939,072ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total22055669Total
Program Services22055669ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total6463754Total
Program Services2241010ProgramServices
Management And General4222744ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total218419066Total
Program Services141200878ProgramServices
Management And General76898345ManagementAndGeneral
Fundraising319843Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total93056845Total
Program Services69697542ProgramServices
Management And General22869158ManagementAndGeneral
Fundraising490145Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total29891829Total
Program Services13304394ProgramServices
Management And General16558542ManagementAndGeneral
Fundraising28893Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total12568419Total
Program Services7884623ProgramServices
Management And General4666182ManagementAndGeneral
Fundraising17614Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1785085Total
Management And General1785085ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total736115Total
Program Services45005ProgramServices
Management And General691110ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total460500Total
Program Services460500ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total202500Total
Fundraising202500Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total6417142Total
Program Services14100ProgramServices
Management And General6403042ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total127929423Total
Program Services111432466ProgramServices
Management And General16496335ManagementAndGeneral
Fundraising622Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total179105744Total
Program Services163784628ProgramServices
Management And General14016848ManagementAndGeneral
Fundraising1304268Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total10084026Total
Program Services4273601ProgramServices
Management And General5810425ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total52489671Total
Program Services19387552ProgramServices
Management And General32567467ManagementAndGeneral
Fundraising534652Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total24470691Total
Program Services20399894ProgramServices
Management And General4070797ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total11022568Total
Program Services8836821ProgramServices
Management And General2185210ManagementAndGeneral
Fundraising537Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total11705530Total
Program Services11271147ProgramServices
Management And General434383ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total9092124Total
Management And General9092124ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total33600916Total
Program Services5792799ProgramServices
Management And General27808117ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total4065716Total
Management And General4065716ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Printing & Postage24986848524230991028458984712677
Member Call Center1708646817086468
Research, Surveys, & Te14291781126283761663405
Taxes & Licenses1010399612341438869853

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total18270783Total
Program Services75125401ProgramServices
Management And General-57008017ManagementAndGeneral
Fundraising153399Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1165244846Total
Program Services950466927ProgramServices
Management And General207012769ManagementAndGeneral
Fundraising7765150Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Total Joint Costs TotalJointCosts

FieldValueIRS element (for citing)
Total15016942Total
Program Services9298948ProgramServices
Management And General0ManagementAndGeneral
Fundraising5717994Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1521496BOY
EOY6194703EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY342670796BOY
EOY209319747EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY91914639BOY
EOY95089001EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY38201365BOY
EOY44456351EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis507199968LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec239791567LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY265739969BOY
EOY267408401EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY816486359BOY
EOY1043203637EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY3000000BOY
EOY3000000EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY1074286BOY
EOY1021440EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY4852127BOY
EOY4483367EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1565461037BOY
EOY1674176647EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY116702433BOY
EOY116990962EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY225570716BOY
EOY223997628EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY174104715BOY
EOY174124828EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY421019024BOY
EOY492807971EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY937396888BOY
EOY1007921389EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY628064149BOY
EOY666255258EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY628064149BOY
EOY666255258EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1565461037BOY
EOY1674176647EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses59192786ReconcilationRevenueExpenses
Reconcilation Other Changes-21001677ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures90000PoliticalExpenditures
Volunteer Hours0VolunteerHours
Substantially All Dues Nondeduct1SubstantiallyAllDuesNondeduct
Only In House Lobbying0OnlyInHouseLobbying
Agree To Carryover Prior Year0AgreeToCarryoverPriorYear

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierOrganizations Direct and Indirect Political Campaign Activities:Identifier
Return ReferencePart I-A, Line 1:ReturnReference
ExplanationAARP obtains responses from candidates running for political office at the federal, state, and local levels on issues that impact voters 50+. AARP then publishes (either in AARP The Magazine, voter guides mailed to members, or on AARP.org) the responses provided by the candidate's campaign alongside AARP's position on the issues. In 2011, AARP created video voter guides distributed to the five states with presidential primary, gubernatorial, and state level elections and made additional videos available for member order (published in AARP Bulletin). The videos discuss the candidate's position along with AARP's position on the issues.Explanation

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis48572664OtherCostOrOtherBasis
Book Value48572664BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis195830391OtherCostOrOtherBasis
Depreciation63383220Depreciation
Book Value132447171BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis42165153OtherCostOrOtherBasis
Depreciation17313923Depreciation
Book Value24851230BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis220631760OtherCostOrOtherBasis
Depreciation159094424Depreciation
Book Value61537336BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings267408401TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
Post retirement benefits$74,807,170
Deferred membership dues$264,169,994
IBNR Reserve$5,056,000
Pension Liability$148,774,807
FieldValueIRS element (for citing)
Total Of Amounts492807971TotalOfAmounts
Total Revenue1224437632TotalRevenue
Total Expenses1165244846TotalExpenses
Excess Or Deficit For Year59192786ExcessOrDeficitForYear
Net Unrealized GL On Investments-21001674NetUnrealizedGLOnInvestments
Prior Period Adjustments-3PriorPeriodAdjustments
Total Adjustments-21001677TotalAdjustments
Excess Or Deficit Per FS38191109ExcessOrDeficitPerFS

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDescription of Uncertain Tax Positions Under FIN 48:Identifier
Return ReferencePart X:ReturnReference
ExplanationAARP does not believe that there are any unrecognized tax benefits/liabilities that should be recorded.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
Chapman Cubine Adams Hussey & Associates
1600 Wilson Blvd Ste 300ArlingtonVA22209Direct mail and communications001543001-1543001
M&R Strategic Services
2120 L Street NWWashingtonDC20037Creative on-line marketing services0084023-84023
FieldValueIRS element (for citing)
Total Retained By Contractors1627024TotalRetainedByContractors
Total Net To Organization-1627024TotalNetToOrganization
Licensed StatesAKLicensedStates
Licensed StatesALLicensedStates
Licensed StatesARLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDCLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesILLicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMELicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWILicensedStates
Licensed StatesWVLicensedStates

Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Explanation of Fundraising PaymentsSchedule G, Part I, Line 2b, Column (v)All fundraisers listed above do not raise funds directly for AARP, but provide counsel, services, and support to AARP's internal development office.
Total payments to fundraisersSchedule G, Part I, Line 2b, column IVChapman Cubine Adams Hussey & Associates: Professional fees $ 118,500 Advertising costs 1,416,948 Miscellaneous costs 7,553 Total payments reported on Schedule G $1,543,001 M&R Strategic Services, Inc.: Professional fees $84,000 Miscellaneous costs 23 Total payments reported on Schedule G $84,023

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (75 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
100 BLACK MEN OF AMERICA INC
141 AUBURN AVENUEATLANTAGA30303581974429501(C)(3)55000SUPPORT FOR THE AFRICAN AMERICAN INITIATIVE
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016530196549501(C)(3)21500SUPPORT FOR THE STUDENT INTERN PROGRAM
NEW YORK UNIVERSITY
726 BROADWAY - 9TH FLOORNEW YORKNY10003135562308501(C)(3)92000SUPPORTING THE DIVERSE FAMILY CAREGIVERS ACROSS SETTINGS PROJECT WITH THE LANGELOTH FOUNDATION
WOLTERS KLUWER HEALTH
351 W CAMDEN STREETBALTIMOREMD21201132932696CORPORATION158354SUPPORTING THE DIVERSE FAMILY CAREGIVERS ACROSS SETTINGS PROJECT WITH THE LANGELOTH FOUNDATION
ELDER JUSTICE COALITION
1612 K ST NW STE 400WASHINGTONDC2000627256103410000GENERAL SUPPORT
THE ADVOCACY FUND DBA ELDERCARE WORKFORCE ALLIANCE
750 1ST ST NW FLOOR 5WASHINGTONDC20002943153687501(C)(4)20000GENERAL SUPPORT
GEORGETOWN UNIVERSITY
37 O ST NW HARIRI BUILING STE 120WASHINGTONDC20057530196603501(C)(3)21800LONG-TERM SERVICE & SUPPORTS SCORECARD & SPONSOR THE UNDERGRAD BUSINESS CASE COMPETITION
CRAIGSLIST FOUNDATION
657 MISSION STREET 507SAN FRANCISCOCA94105943375324501(C)(3)50000GRANT FOR "OUR GOOD WORKS"
EXPERIENCE IN ACTION
2120 L STREET NWWASHINGTONDC20037263698436501(C)(3)1067500GRANT TO SUPPORT EXPANSION OF SENIOR VOLUNTEER PROGRAM
LEADERSHIP CONFERENCE EDUCATION FUND
1629 K ST NW 10TH FLWASHINGTONDC20006237026895501(C)(4)50000COALITION ACTIVITIES IN SUPPORT OF FINANCIAL REGULATORY REFORM IMPLEMENTATION
ALLIANCE FOR BIKING AND WALKING
PO BOX 65150WASHINGTONDC20035134029212501(C)(3)15000GRANT TO SUPPORT COMMUNITIES IN BECOME SAFER FOR ACTIVE RESIDENTS
CIVIC VENTURES
114 SANSOME ST APT 850SAN FRANCISCOCA94104943274339501(C)(3)25000SUPPORT OF THE "PURPOSE PRIZE"
PILSEN NEIGHBORS COMMUNITY COUNCIL
2026 S BLUE ISLAND AVECHICAGOIL60608362439939501(C)(3)90001GRANT TO BE USED FOR COMMUNITY ORGANIZING AND LOCAL TRAINING IN COMMUNITY ORGANIZING
SMART GROWTH AMERICA
1707 L ST NW STE 1050WASHINGTONDC20036270038938501(C)(3)40000GENERAL SUPPORT
COMMUNITY RENEWAL SOCIETY
322 S MICHIGAN AVE STE 500CHICAGOIL60604362000728501(C)(3)60000SUPPORT COMMUNITY BASED ORGANIZATIONS BUILDING THEIR COMMITMENT TO OLDER AMERICANS
SOUTH SUBURBAN ACTION CONFERENCE
15400 LINCOLN AVEHARVEYIL60426363540479501(C)(3)35000GENERAL SUPPORT
THE GAMALIEL FOUNDATION
203 N WABASH AVE STE 808CHICAGOIL60601362657863501(C)(3)70249GENERAL SUPPORT
CONGRESSIONAL HISPANIC CAUCUS
911 2ND ST NEWASHINGTONDC20002521114225501(C)(3)65000SUPPORT INTERSHIP & PUBLIC POLICY FELLOWSHIP PROGRAM
CITY OF SURPRISE
16000 N CIVIC CENTER PLAZASURPRISEAZ85374866007796GOVERNMENT12500CONTRIBUTION TO SUPPORT THE PROGRAM "CITIES OF SERVICE"
FAMILY CAREGIVER ALLIANCE
180 MONTGOMERY STREET - STE 1100SAN FRANCISCOCA94104942687079501(C)(3)68731SUPPORT RELATED TO THE NEW JERSEY CHOICE ASSESSMENT FOR CAREGIVERS.
MAINE EQUAL JUSTICE PARTNERS
126 SEAWALL STAUGUSTAME04330043346273501(C)(3)10000GENERAL SUPPORT
MAINE PEOPLES ALLIANCE
565 CONGRESS ST 200PORTLANDME04101010383493501(C)(4)20000SUPPORT FOR THE "PEOPLE'S VETO" OF LEGISLATION TO TAKE AWAY SAME DAY VOTER REGISTRATION
NC JUSTICE CENTER
PO BOX 28068RALEIGHNC27611561348186501(C)(3)6000GENERAL SUPPORT AND ADVOCACY EFFORTS FOR A BALANCED STATE BUDGET
NEW OPPORTUNITY SCHOOL FOR WOMEN
204 CHESTNUT STBEREAKY40403611323868501(C)(3)15000SPONSOR OF WIN AND DO GOOD CONTEST AND SWEEPSTAKES
POINTS OF LIGHT FOUNDATION
600 MEANS ST STE 210ATLANTAGA30318650206641501(C)(3)200000GENERAL SUPPORT OF FURTHER VOLUNTEERISM AND CIVIC ENGAGEMENT
FOOD RESEARCH AND ACTION CENTER (FRAC)
1875 CONNECTICUT AVE NW STE 540WASHINGTONDC20009237200739501(C)(3)40000GRANT TO ALLOW FRAC TO ASSIST AARP STATE OFFICES IN PREPARING 2012 ADVOCACY PLANS
AARP FOUNDATION
601 E STREET NWWASHINGTONDC20049520794300501(C)(3)15400969GENERAL SUPPORT
LEGAL COUNSEL FOR THE ELDERLY
601 E STREET NWWASHINGTONDC20049521194741501(C)(3)2518117GENERAL SUPPORT
ADVANCE CLASS
1875 K ST NWWASHINGTONDC20006273524792501(C)(3)20000GENERAL SUPPORT
ALLIANCE FOR HEALTH REFORM
1444 EYE ST NW STE 910WASHINGTONDC20005521746328501(C)(3)15000GENERAL SUPPORT
AMERICA'S CHARITIES
14150 NEWBROOK DR STE 110CHANTILLYVA20151541517707501(C)(3)319159AARP GIFT MATCHING PROGRAM PARTNER
ASIAN PACIFIC AMERICAN INSTITUTE OF CONGRESS STUDIES
1001 CONNECTICUT AVE NW STE 530WASHINGTONDC20036521917903501(C)(3)37000GENERAL SUPPORT
ASIAN AMERICAN FEDERATION
120 WALL STREETNEW YORKNY10005133572287501(C)(3)10000GALA SPONSORSHIP
ASIAN AMERICAN JUSTICE CENTER
1140 CONNECTICUT AVE NWWASHINGTONDC20036133619000501(C)(3)15000GENERAL SUPPORT
ASPIRA ASSOCIATION INC
1444 I ST NW STE 800WASHINGTONDC20005132627568501(C)(3)50000SPONSORSHIP SUPPORT
BOARD OF HISPANIC CAUCUS CHAIRS
1001 CONGRESS AVE STE 100AUSTINTX78701202075553501(C)(3)20000SUPPORT FOR THE 6TH ANNUAL BHCC CONFERENCE
BOARD OF INCORPORATORS OF THE AFRICAN METHODIST EPISCOPAL CHURCH
1134 11TH ST NWWASHINGTONDC20001530204696501(C)(3)25000SUPPORT FOR THE AFRICAN AMERICAN FAITH BASED INITIATIVE
CENTER FOR PRACTICAL BIOETHICS
111 MAIN ST STE 500KANSAS CITYMO64105480985815501(C)(3)27000SUPPORT OF WORKPGROUP IN TRANSFORMING ADVANCED ILLNESS CARE
CITIZENS ADVOCACY CENTER
1400 16TH ST NW STE 101WASHINGTONDC20036521856543501(C)(3)40000GENERAL SUPPORT
COALITION TO TRANSFORM ADVANCED CARE
701 PENNSYLVANIA AVE STE 900WASHINGTONDC2000445260433225000SUPPORT OF WORKGROUP IN TRANSFORMING ADVANCED ILLNESS CARE
CONSUMER COALITION FOR QUALITY HEALTH CARE
1612 K ST NW STE 400WASHINGTONDC20006521985179501(C)(3)20000SUPPORT OF ADVOCACY FOR CONSUMER PROTECTION & QUALITY IN HEALTH CARE
CUBAN AMERICAN NATIONAL COUNCIL INC
1223 SW 4TH STMIAMIFL33135237269955501(C)(3)20000SPONSOR OF HEALTH, SAFETY, AND WELLNESS FAIRSPONSOR OF HEALTH, SAFETY, & WELLNESS FAIR
DELTA FOUNDATION OF GREATER COLUMBUS
PO BOX 360392COLUMBUSOH43236202966412501(C)(3)6500GENERAL SUPPORT
EXECUTIVE LEADERSHIP FOUNDATION
1001 N FAIRFAX STALEXANDRIAVA22314521361358501(C)(3)6000GENERAL SUPPORT
BOYS AND GIRLS CLUB OF GREATER WASHINGTON
8380 COLESVILLE ROADSILVER SPRINGMD20910530236759501(C)(3)10000GENERAL SUPPORT
HISPANIC ASSOCIAITON OF COLLEGES AND UNIVERSITIES
8415 DATAPOINT DR STE 400SAN ANTONIOTX78229742466103501(C)(3)15000GALA SPONSOR
HISPANIC FEDERATION
55 EXCHANGE PLACE 5TH FLNEW YORKNY10005133573852501(C)(3)45500GALA SPONSOR
HISPANIC HERITAGE FOUNDATION
1444 DUKE STREETALEXANDRIAVA22314521818255501(C)(3)40000SUPPORT HSISPANIC/LATINO INITIATIVE
HISPANIC SCHOLARSHIP FUND
55 2ND ST STE 1500SAN FRANCISCOCA94105521051044501(C)(3)45000GENERAL SUPPORT
JAPANESE AMERICAN CITIZENS LEADERSHIP
PO BOX 18558SEATTLEWA98118916036360501(C)(3)45000SUPPORT OF FELLOWSHIP AND GALA EVENT
LABOR COUNCIL FOR LATIN AMERICAN ADVANCEMENT
815 16TH STE NW 4TH FLWASHINGTONDC20006521002207501(C)(3)50000GENERAL SUPPORT
LULAC INSTITUTE
201 E MAIN DRIVE STE 605EL PASOTX79901522072106501(C)(3)60000GENERAL SUPPORT
NALEO EDUCATION FUND
1122 W WASHINGTON BLVDLOS ANGELESCA90015521212849501(C)(3)65000SUPPORT OF THE NALEO LEGISLATIVE SUMMIT ON HEALTH
NAPABA LAW FOUNDATION
1612 K ST NW STE 400WASHINGTONDC20006364014003501(C)(3)20000SUPPORT INTERNSHIP TO WORK WITH ASIAN CLIENTS 50+
NATIONAL ACADEMY OF SCIENCES
2101 CONSTITUTION AVE NWWASHINGTONDC20418530196932501(C)(3)10000SUPPORT STUDY ON IMPROVING THE QUALITY OF CANCER CARE
NATIONAL ACADEMY OF SOCIAL INSURANCE
1776 MASSACHUSETTS AVE NW STE 615WASHINGTONDC20036521451753501(C)(3)75000DEVELOP INTERNSHIP SO YOUNG LEADERS ARE INFORMED OF THE ROLE OF SOCIAL SECURITY AND MEDICARE
NATIONAL CONSUMERS LEAGUE
1701 K ST NW STE 1200WASHINGTONDC20006530242038501(C)(3)10000SUPPORT SAFE MEDICATION USE BY CONTRIBUTING TO THE MEDICATION ADHERENCE PROGRAM
NATIONAL HISPANIC CAUCUS OF STATE LEGISLATORS
PO BOX 11910LEXINGTONKY40578841168319501(C)(3)35000SUPPORT HEALTH CARE AND FINANCIAL SECURITY ISSUES IN THE HISPANIC AND LATINO COMMUNITY
NATIONAL HISPANIC FOUNDATION FOR THE ARTS
1050 CONNECTICUT AVE NWWASHINGTONDC20036522055110501(C)(3)25000GALA SPONSOR
NATIONAL JAPANESE AMERICAN MEMORIAL
1620 I ST NW STE 925WASHINGTONDC20006954255318501(C)(3)50000GENERAL SUPPORT
NATIONAL URBAN FELLOWS
989 AVENUE OF THE AMERICAS STE 400NEW YORKNY10018237404350501(C)(3)33889GENERAL SUPPORT
NATIONAL URBAN LEAGUE
120 WALL STREETNEW YORKNY10005131840489501(C)(3)10000CONFERENCE SPONSOR
ORGANIZATION OF CHINESE AMERICANS INC
1322 18TH ST NWWASHINGTONDC20036237250499501(C)(3)22000SUPPORT THE SENIOR OUTREACH PROGRAM
PARENTS STEP AHEAD
2102 EMPIRE CENTRALDALLASTX75235262477378501(C)(3)7000GENERAL SUPPORT
PENSION RIGHTS CENTER
1350 CONNECTICUT AVE NW STE 206WASHINGTONDC20036521059121501(C)(3)35000GENERAL SUPPORT
REGIONAL AID FOR INTERIM NEEDS
811 MORRIS PARK AVEBRONXNY10462136213586501(C)(3)10000GALA SPONSORSHIP
SIGMA PI PHI FRATERNITY
2119 AMBASSADOR CIRCLELANCASTERPA17603236393069501(C)(3)15000ANNUAL SPONSORSHIP
THE NATIONAL COALITION ON HEALTH CARE
1120 G ST NW STE 810WASHINGTONDC20005521687849501(C)(3)25000GENERAL SUPPORT
TRUSTEES OF COLUMBIA UNIVERSITY
622 WEST 113TH STNEW YORKNY10025135598093501(C)(3)25000SUPPORT FOR THE "AGE BOOM ACADEMY"
US HISPANIC LEADERSHIP INSTITUTE
431 S DEARBOARN ST APT 1203CHICAGOIL60605363191740501(C)(3)42500GENERAL SUPPORT AND CONFERENCE SPONSOR
CENTER FOR MEDICARE ADVOCACY
PO BOX 350WILLIAMANTICCT06226061172509501(C)(3)6000GENERAL SUPPORT
MALDEF
634 S SPRING ST 11TH FLLOS ANGELESCA90014741563270501(C)(3)10000EVENT SPONSORSHIP
HISPANIC ASSOCIAITON OF CORPORATE RESPONSIBILITY
1444 EYE ST NW STE 850WASHINGTONDC20036850356947501(C)(3)25000GENERAL SUPPORT
INSTITUTE FOR THE ADVANCEMENT OF MULTICULTURAL & MINORITY MEDICINE
1218 16TH ST NWWASHINGTONDC20036331052248501(C)(3)10000GALA SPONSORSHIP
NAACP
1065 AVENUE OF THE AMERICAS STE 300NEW YORKNY10018131084135501(C)(3)10000CONVENTION SPONSORSHIP300

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
ExplanationAARP'S Public Outreach Office requires all departments to submit a two-page form detailing the donee organization, its mission, and how the contribution will support AARP's goals. The Public Outreach Office approves and tracks the contribution requests that best leverage relationships and aadvance AARP's mission.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Discretionary Spending AccountXDiscretionarySpendingAccount
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org1CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs1CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Addison B Rand
650097014015602575101065360160130938553000
Robert R Hagans Jr
3589520109528028550460360160130533384000
Nancy A LeaMond
446896011341604969046036019820613299000
Kevin J Donnellan
323919088613022990460360101740471041000
Richard Randazzo
347454053199072780460360101020464069000
Cynthia Lewin
307682092946011350460360170130464812000
Nancy Smith
30433709332903455046036019130449070000
John C Rother
236384093224067813046036048060448263000
Steven Cone
35000400011108036236098690407217000
Harroll Backus
260009069784073770460360100100393216000
Emilio Pardo
33423700013420362360104010382216000
Matthew Mitchell
25393907050107990386860157880379713000
Lorraine Cortes-Vazquez
27494804520202866046036099640379016000
James Fishman
16958601189290156523040600074100493048000
Diane Ty
19660603827201235620440630132850415788000
Leland White
1090580291080202580025920076050374271000
Hugh Delehanty
283853042270037340460360100910385984000
Lynn Mento
27364404263301447046036010550364815000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 1aAARP board members, officers, and key employees are provided the benefit of first-class travel on flights exeeding 5 hours when business class accommodations are not available. The AARP Chief Executive Officer is provided the benefit of first-class travel on flights exceeding 90 minutes due to the extensive travel requirements of the position. All directors for AARP serve on a volunteer basis and are not compensated for their generous commitment to AARP. The officers, directors, and key employees are, however, reimbursed by AARP for travel and subsistence costs incurred in carrying out their duties. In addition, directors are reimbursed for travel and subsistence costs incurred for spouses/companions accompanying them to Association functions. The board members receive a gross-up payment to ensure there are no out-of-pocket expenses related to the income taxes for the spouse/companion travel. All spouse/companion travel reimbursements and tax gross-up payments are treated as taxable income to the directors. The Chief Executive Officer of AARP was given the following benefits in 2011: 1) an allowance of $3,000, for necessary maintenance expenses related to his personal vehicle; 2) group-term life and supplemental life insurance policy, premiums paid by AARP in 2011 were $21,330.79; 5) spousal travel of $1,000; and 6) other taxable benefits of $420. All items were treated as taxable compensation to Mr. Rand in 2011.
Part I, Line 4aA separation payment in the amount of $64,969.42 is included in John Rother's compensation package in 2011. A separation payment in the amount of $151,106.51 is included in James Fishman's compensation package in 2011. A separation payment in the amount of $122,494.63 is included in Diane Ty's compensation package in 2011. A separation payment in the amount of $201,668.30 is included in Leland White's compensation package in 2011.
Part I, Line 5Under AARP's enterprise-wide compensation plan numerous organizational factors are considered in employee compensation, of which gross revenues is one factor. The position of SVP-Publisher receives compensation based on this plan, but includes an additional factor of advertising sales performance for the publications.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI, Section B, line 11The Form 990 is prepared and reviewed in AARP's internal tax department. The return is then put through a secondary review which includes the AARP Controller and AARP General Counsel. After this thorough review process, the Form 990 is uploaded to the Board of Directors Sharepoint site and emails are sent to each member to let them know the return is ready for their review. After all issues are addressed the return is reviewed by the Chief Financial Officer prior to electronically filing with the Internal Revenue Service.
Form 990, Part VI, Section B, line 12cAll 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 Governance Committee), and the Chief Ethics & Compliance Officer. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Chief Ethics & Compliance Officer monitors compliance with these requirements and ensures proper follow-up as needed.
Form 990, Part VI, Section B, line 15aAARP considers relevant for-profit and not-for-profit data since this is the landscape in which AARP competes for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third party compensation consulting firm, internal criteria, and an individual's actual performance and contribution. Internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive awards programs. For the CEO, information from all three areas (external data, internal data, individual performance and contribution) is submitted to the Board of Directors for review and approval. In some cases, the Board may deal directly with the independent, third party compensation consulting firm on external market pricing. The individual in this position may have legal representation and may insist on an employment contract with terms that are mutually agreed upon by the individual and the Board.
Form 990, Part VI, Section C, line 19AARP makes its Form 990 available on our website at www.aarp.org or upon request to the General Counsel's Office. AARP's audited financial statements and conflict of interest policy are also available on our website at www.aarp.org. AARP's governing documents will be made available to the public in the event those documents are included in a filing with the Internal Revenue Service.
Form 990, Part XI, line 5:Net unrealized losses on investments: -21,001,674. Prior period adjustments: -3. Total to Form 990, Part XI, Line 5: -21,001,677.Changes in Net Assets or Fund Balances:
Form 990, Part VII, Section B, Line 1Based on a confidentiality provision in the contract with Hendrick Motorsports, the amount paid by AARP cannot be disclosedHenderick Motorsports
Form 990, Part VIII, Line 7a and 7b, Column (i)7a. Gross amount from sales of asset other than inventory $1,391,122,764 7b. Less: cost or other basis and sales expenses $1,398,136,893Amounts from Sale of Securities
Schedule R, Part V, Question 2The AARP Insurance Plan is a grantor trust established by an Agreement and Declaration of Trust for the purpose of making group health insurance and other health-related products and services available to AARP, Inc. members. Agreements between AARP, Inc., AARP Services, United HealthCare Corporation, Metropolitan Life Insurance Company, Genworth Life Insurance Company, and Aetna Life Insurance Company make certain types of insurance available to AARP members. At the direction of the third party insurance carriers, the Plan pays AARP, Inc. a portion of the total premiums collected for the use of its intellectual property, which is reported as royalties in the consolidated statements of activities.Transactions with Related Organizations

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
AARP Properties LLC
601 E Street NWWashingtonDC20049951985500Real Estate Holding CompanyDE34627140985944AARP
AARP 650 F 2-3 LLC
601 E Street NWWashingtonDC20049951985500Real Estate Holding CompanyDE020104874AARP
AARP 650 F 4-5 LLC
601 E Street NWWashingtonDC20049951985500Real Estate Holding CompanyDE010704654AARP
AARP Carson Place LLC
601 E Street NWWashingtonDC20049951985500Real Estate Holding CompanyDE016026106AARP
AARP Watson Plaza LLC
601 E Street NWWashingtonDC20049951985500Real Estate Holding CompanyDE015712098AARP
AARP Global Network LLC (dissolved in 2011)
601 E Street NWWashingtonDC20049204499090Works with organizations representing people 50+ in other countries.DC1164590AARP
AARP Andrus Insurance Fund LLC
601 E Street NWWashingtonDC20049951985500Insurance captiveDC4013368064897AARP

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
AARP Foundation
601 E Street NWWashingtonDC20049520794300Foundation dedicated to persons over 50 at social and economic riskDC501 (c)(3)509(a)(1)AARP0
AARP Institute
601 E Street NWWashingtonDC20049520788950Supporting org of AARP Fdn holding certain charitable gift annuity fundsDC501 (c)(3)509(a)(3)AARP Foundation0
Legal Counsel for the Elderly
601 E Street NWWashingtonDC20049521194741Provides free or low cost legal assistance and education to DC elderlyDC501 (c)(3)509(a)(1)AARP0
AARP Insurance Plan
601 E Street NWWashingtonDC20049526069387Grantor Trust holding certain AARP group health insurance policiesDC501 (c)(4)AARP0

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
AARP Financial Services Corporation
601 E Street NWWashingtonDC20049521367607Real Estate Holding CompanyDEAARPC144097099367431.00000
AARP Services Inc (consolidated)
650 F Street NWWashingtonDC20004522141065Quality control and researchDEAARPC117905041777375071.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (24 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
AARP Foundation (cash contributions)
B15401169cash paid
AARP Foundation (subgrant for charitable activities)
C3599884grant agreement
AARP Foundation (bond standby agreement)
D25000000in the event of default
AARP Foundation (in-kind shared services)
K10899745allocable costs incurred
AARP Foundation (in-kind advertising)
K2773534publication space FMV
AARP Foundation (printing postage telephone member event)
P155057costs incurred
AARP Foundation (building maintenance)
P518399costs incurred
AARP Foundation (mailing list)
M0see supplemental information
AARP Foundation (dual employee reimbursement)
P274878actual salaries paid
AARP Foundation (cash advance repayment and 25k annual fee line of credit)
R40000cash paid
Legal Counsel for the Elderly (cash contributions)
B2518117cash paid
Legal Counsel for the Elderly (in-kind contributions)
K1860265allocable costs incurred
Legal Counsel for the Elderly (in-kind rent)
M62237costs incurred
Legal Counsel for the Elderly (printing postage telephone)
P61978costs incurred
AARP Insurance Plan
R362023766See Schedule O
AARP Services Inc (reimburse for pension plan contribution)
R1476000portion of plan funding
AARP Services Inc
R10000000dividend
AARP Services Inc
A3236329costs incurred
AARP Services Inc (advertising)
K5690113publication space FMV
AARP Services Inc
L84287175FMV
AARP Services Inc (shared services)
P11500337costs incurred
AARP Services Inc (print postage telephone member event)
P132481FMV
AARP Foundation (dual employee reimbursement)
O365986actual salaries paid
AARP Andrus Insurance Fund LLC
R2806000dividend

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierMailing list explanation:Identifier
Return ReferenceSchedule R, Part V, Line 2(a)(6)ReturnReference
ExplanationAARP and AARP Foundation, its affiliated public charity, share mailing lists. AARP does not rent its mailing list to other organziations, so a fair market value of the benefit to the Foundation has not been established.Explanation

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