2012-06-20T11:01:45-05:00 2011-12-31 990 2011-01-01 951985500 AARP AARP 2024343220 601 E Street NW c/o Tax Dept Washington DC 20049 Robert R Hagans Jr 2024343220 2012-06-20 2011 2016-02-24 21:20:13Z Robert R Hagans Jr 601 E Street NW Washington DC 20049 2626077330 0 X www.aarp.org X 1958 DC AARP is a nonprofit, nonpartisan organization dedicated to enhancing the quality of life for... people age 50 and over. AARP leads positive social change for all as we age and creates impact through information, advocacy, and service. 22 22 2142 49401 154853736 551653 266827226 302197818 159700555 165300742 66235050 46821178 683258860 710117894 1176021691 1224437632 15309602 22055669 0 0 287035725 360399913 184000 202500 7765150 722481785 782586764 1025011112 1165244846 151010579 59192786 1565461037 1674176647 937396888 1007921389 628064149 666255258 X AARP is dedicated to enhancing quality of life for all as we age. We lead positive social change and deliver value to members through information, advocacy, and service. 0 0 310219116 7800 Membership 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. 195778321 AARP 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. 135045085 7878 The Membership Development work is based on the recognition that members are an essential part of AARP's ability to achieve its mission. Speaking on behalf of its tens of millions of members gives AARP significant power and reach in advocating for social change in our national, federal, and state legislatures; and members also provide grassroots activism, volunteer work, and input into the problems faced by Americans as they age, which helps shape AARP's social change agenda. Membership Development is dedicated to ensuring that the member experience is valuable and a relevant portfolio of member services and benefits is available with key portfolio areas of: my health, my home & family, my money, and my personal time. Membership Development researches the wants and needs of specific segments within the population of age 50+, including, for example, multicultural segments, boomers, retired educators, and AARP's primary age segments (50-59, 60-69, and 70 and over). 125450471 555811 The States and Communities Group (S&C) has established a field office in every state, the District of Columbia, Puerto Rico, and the Virgin Islands. S&C drives social change through advocacy, education, and outreach. These 53 offices coordinate AARP's local efforts and provide a structure that delivers personalized services and programs to members and other older Americans in their homes and communities. These offices offer needed assistance, information, and support to older Americans. They also fill many of the gaps in services that families, communities, and government are unable to address, enabling older persons to maintain their independence and dignity. 116710353 488955 Legislative 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. 4447281 20000 Education and Outreach - AARP researches and identifies certain strategic areas and focuses its activities and resources to develop programs, provide/produce information, and conduct studies on three key issues affecting members: health & family, finanical security, and long-term care. 10225236 6586609 The 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. 7581457 1392250 The Office of Volunteer and Civic Engagement (OVCE)seeks to motivate unprecedented numbers of AARP members to actively participate in bringing about positive social change in America. The OVCE initiates service through: Create the Good, which connects individuals to a network of people, tools, and time-flexible voluteer opportunities; Day of Serivce, which AARP employees engage in community service; Andrus Awards for Community Service recognizes AARP volunteers who have made a difference in the communities in ways that supports AARP's mission, visions, and direction; AARP Chapters link members with community programs and services; Maureen McKoy Award for Excellence in Service recognizes an AARP employee who has fostered a significant engagement, service or community outreach on the job; 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. 15395188 15393091 AARP Foundation (cash contributions) 10756289 3661508 AARP/Member Events 4170842 International Affairs Office 2518117 2518117 Legal Counsel for the Elderly (cash contributions) 12169171 1671767 198889 Various Other Programs 309424405 22039991 10447006 950466927 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 1951 0 1 2142 1 1 1 1 BR DA ID IS KS MY UK 0 0 1 1 0 X 22 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA X X Robert R Hagans Jr 2024343220 601 E Street NW Washington DC 20049 W Lee Hammond 15.00 X 9542 0 0 Robert Romasco 6.00 X 4975 0 0 A James Forbes Jr 6.00 X 5505 0 0 F John Zarlengo 15.00 X 15821 0 0 Gail E Aldrich 6.00 X 10700 0 0 Allen Douma 6.00 X 11244 0 0 Jeannine English 6.00 X 6296 0 0 Leobardo Estrada 6.00 X 1210 0 0 Catherine Georges 6.00 X 0 0 0 William J Hall 6.00 X 0 0 0 Jacob Lozada 6.00 X 7193 0 0 Mara Mayor 6.00 X 6047 0 0 Maeona Mendelson 6.00 X 19994 0 0 J David Nelson 6.00 X 7647 0 0 Barbara O'Connor 6.00 X 2171 0 0 John Penn 6.00 X 10720 0 0 Diane Pratt 6.00 X 0 0 0 Carol Raphael 6.00 X 942 0 0 Charles E Reed 6.00 X 18762 0 0 George T Rowan 6.00 X 1122 0 0 Fernando Torres-Gil 6.00 X 0 0 0 Addison B Rand 45.00 X 816004 0 122549 Robert R Hagans Jr 50.00 X 471335 0 62049 Nancy A LeaMond 60.00 X 565281 0 48018 Kevin J Donnellan 50.00 X 414831 0 56210 Richard Randazzo 40.00 X 407931 0 56138 Cynthia Lewin 50.00 X 401763 0 63049 Nancy Smith 55.00 X 401121 0 47949 John C Rother 45.00 X 397421 0 50842 Steven Cone 55.00 X 361112 0 46105 Harroll Backus 50.00 X 337170 0 56046 Emilio Pardo 50.00 X 335579 0 46637 Matthew Mitchell 50.00 X 325239 0 54474 Lorraine Cortes-Vazquez 65.00 X 323016 0 56000 James Fishman 60.00 X 445038 0 48010 Diane Ty 45.00 X 358440 0 57348 Leland White 60.00 X 340746 0 33525 Hugh Delehanty 50.00 X 329857 0 56127 Lynn Mento 45.00 X 317724 0 47091 7489499 0 1008167 794 0 1 0 RR DONNELLEY 111 SOUTH WACKER DRIVE CHICAGO IL 60606 PRINTING SERVICES FOR PUBLICATIONS 67303978 MOORE WALLACE 30 HAZELWOOD DRIVE STE 100 AMHERST NY 14228 PRINTING SERVICES FOR PUBLICATIONS 24970479 GSD&M IDEA CITY LLC 828 WEST 6TH STREET AUSTIN TX 78703 ADVERTISING AND MARKETING FIRM 23295306 GMMB INC 1010 WISCONSIN AVE NW WASHINGTON DC 20007 TELEVISION ADVERTISING 18739383 518 265844520 3599884 4719 32748695 302197818 Pub/Web Advertising 541800 154137788 154137788 Driver's Safety Progra 900099 6586609 6586609 Member Event 900099 3661508 3661508 914837 198889 715948 165300742 54101783 54101783 704630340 704630340 3236329 3236329 0 0 1391122764 1398136893 266476 -7014129 -266476 -7280605 -7280605 Miscellaneous income 900099 2998152 2998152 Captive Insurance Prem 900099 2489402 2489402 5487554 1224437632 10447006 154853736 756939072 X 22055669 22055669 6463754 2241010 4222744 218419066 141200878 76898345 319843 93056845 69697542 22869158 490145 29891829 13304394 16558542 28893 12568419 7884623 4666182 17614 1785085 1785085 736115 45005 691110 460500 460500 202500 202500 6417142 14100 6403042 127929423 111432466 16496335 622 179105744 163784628 14016848 1304268 10084026 4273601 5810425 52489671 19387552 32567467 534652 24470691 20399894 4070797 11022568 8836821 2185210 537 11705530 11271147 434383 9092124 9092124 33600916 5792799 27808117 4065716 4065716 Printing & Postage 249868485 242309910 2845898 4712677 Member Call Center 17086468 17086468 Research, Surveys, & Te 14291781 12628376 1663405 Taxes & Licenses 10103996 1234143 8869853 18270783 75125401 -57008017 153399 1165244846 950466927 207012769 7765150 X 15016942 9298948 0 5717994 1521496 6194703 342670796 209319747 91914639 95089001 38201365 44456351 507199968 239791567 265739969 267408401 816486359 1043203637 3000000 3000000 1074286 1021440 4852127 4483367 1565461037 1674176647 116702433 116990962 225570716 223997628 174104715 174124828 421019024 492807971 937396888 1007921389 X 628064149 666255258 628064149 666255258 1565461037 1674176647 X 59192786 -21001677 X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90000 0 1 0 0 Organizations Direct and Indirect Political Campaign Activities: Part I-A, Line 1: AARP obtains responses from candidates running for political office at the federal, state, and local levels on issues that impact voters 50+. AARP then publishes (either in AARP The Magazine, voter guides mailed to members, or 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. 48572664 48572664 195830391 63383220 132447171 42165153 17313923 24851230 220631760 159094424 61537336 267408401 Post retirement benefits 74807170 Deferred membership dues 264169994 IBNR Reserve 5056000 Pension Liability 148774807 492807971 1224437632 1165244846 59192786 -21001674 -3 -21001677 38191109 Description of Uncertain Tax Positions Under FIN 48: Part X: AARP does not believe that there are any unrecognized tax benefits/liabilities that should be recorded. X X X X X X 1 Chapman Cubine Adams Hussey & Associates 1600 Wilson Blvd Ste 300 Arlington VA 22209 Direct mail and communications 0 0 1543001 -1543001 M&R Strategic Services 2120 L Street NW Washington DC 20037 Creative on-line marketing services 0 0 84023 -84023 1627024 -1627024 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV Explanation of Fundraising Payments Schedule G, Part I, Line 2b, Column (v) All fundraisers listed above do not raise funds directly for AARP, but provide counsel, services, and support to AARP's internal development office. Total payments to fundraisers Schedule G, Part I, Line 2b, column IV Chapman Cubine Adams Hussey & Associates: Professional fees $ 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 1 100 BLACK MEN OF AMERICA INC 141 AUBURN AVENUE ATLANTA GA 30303 581974429 501(C)(3) 55000 SUPPORT FOR THE AFRICAN AMERICAN INITIATIVE AMERICAN UNIVERSITY 4400 MASSACHUSETTS AVE NW WASHINGTON DC 20016 530196549 501(C)(3) 21500 SUPPORT FOR THE STUDENT INTERN PROGRAM NEW YORK UNIVERSITY 726 BROADWAY - 9TH FLOOR NEW YORK NY 10003 135562308 501(C)(3) 92000 SUPPORTING THE DIVERSE FAMILY CAREGIVERS ACROSS SETTINGS PROJECT WITH THE LANGELOTH FOUNDATION WOLTERS KLUWER HEALTH 351 W CAMDEN STREET BALTIMORE MD 21201 132932696 CORPORATION 158354 SUPPORTING THE DIVERSE FAMILY CAREGIVERS ACROSS SETTINGS PROJECT WITH THE LANGELOTH FOUNDATION ELDER JUSTICE COALITION 1612 K ST NW STE 400 WASHINGTON DC 20006 272561034 10000 GENERAL SUPPORT THE ADVOCACY FUND DBA ELDERCARE WORKFORCE ALLIANCE 750 1ST ST NW FLOOR 5 WASHINGTON DC 20002 943153687 501(C)(4) 20000 GENERAL SUPPORT GEORGETOWN UNIVERSITY 37 O ST NW HARIRI BUILING STE 120 WASHINGTON DC 20057 530196603 501(C)(3) 21800 LONG-TERM SERVICE & SUPPORTS SCORECARD & SPONSOR THE UNDERGRAD BUSINESS CASE COMPETITION CRAIGSLIST FOUNDATION 657 MISSION STREET 507 SAN FRANCISCO CA 94105 943375324 501(C)(3) 50000 GRANT FOR "OUR GOOD WORKS" EXPERIENCE IN ACTION 2120 L STREET NW WASHINGTON DC 20037 263698436 501(C)(3) 1067500 GRANT TO SUPPORT EXPANSION OF SENIOR VOLUNTEER PROGRAM LEADERSHIP CONFERENCE EDUCATION FUND 1629 K ST NW 10TH FL WASHINGTON DC 20006 237026895 501(C)(4) 50000 COALITION ACTIVITIES IN SUPPORT OF FINANCIAL REGULATORY REFORM IMPLEMENTATION ALLIANCE FOR BIKING AND WALKING PO BOX 65150 WASHINGTON DC 20035 134029212 501(C)(3) 15000 GRANT TO SUPPORT COMMUNITIES IN BECOME SAFER FOR ACTIVE RESIDENTS CIVIC VENTURES 114 SANSOME ST APT 850 SAN FRANCISCO CA 94104 943274339 501(C)(3) 25000 SUPPORT OF THE "PURPOSE PRIZE" PILSEN NEIGHBORS COMMUNITY COUNCIL 2026 S BLUE ISLAND AVE CHICAGO IL 60608 362439939 501(C)(3) 90001 GRANT TO BE USED FOR COMMUNITY ORGANIZING AND LOCAL TRAINING IN COMMUNITY ORGANIZING SMART GROWTH AMERICA 1707 L ST NW STE 1050 WASHINGTON DC 20036 270038938 501(C)(3) 40000 GENERAL SUPPORT COMMUNITY RENEWAL SOCIETY 322 S MICHIGAN AVE STE 500 CHICAGO IL 60604 362000728 501(C)(3) 60000 SUPPORT COMMUNITY BASED ORGANIZATIONS BUILDING THEIR COMMITMENT TO OLDER AMERICANS SOUTH SUBURBAN ACTION CONFERENCE 15400 LINCOLN AVE HARVEY IL 60426 363540479 501(C)(3) 35000 GENERAL SUPPORT THE GAMALIEL FOUNDATION 203 N WABASH AVE STE 808 CHICAGO IL 60601 362657863 501(C)(3) 70249 GENERAL SUPPORT CONGRESSIONAL HISPANIC CAUCUS 911 2ND ST NE WASHINGTON DC 20002 521114225 501(C)(3) 65000 SUPPORT INTERSHIP & PUBLIC POLICY FELLOWSHIP PROGRAM CITY OF SURPRISE 16000 N CIVIC CENTER PLAZA SURPRISE AZ 85374 866007796 GOVERNMENT 12500 CONTRIBUTION TO SUPPORT THE PROGRAM "CITIES OF SERVICE" FAMILY CAREGIVER ALLIANCE 180 MONTGOMERY STREET - STE 1100 SAN FRANCISCO CA 94104 942687079 501(C)(3) 68731 SUPPORT RELATED TO THE NEW JERSEY CHOICE ASSESSMENT FOR CAREGIVERS. MAINE EQUAL JUSTICE PARTNERS 126 SEAWALL ST AUGUSTA ME 04330 043346273 501(C)(3) 10000 GENERAL SUPPORT MAINE PEOPLES ALLIANCE 565 CONGRESS ST 200 PORTLAND ME 04101 010383493 501(C)(4) 20000 SUPPORT FOR THE "PEOPLE'S VETO" OF LEGISLATION TO TAKE AWAY SAME DAY VOTER REGISTRATION NC JUSTICE CENTER PO BOX 28068 RALEIGH NC 27611 561348186 501(C)(3) 6000 GENERAL SUPPORT AND ADVOCACY EFFORTS FOR A BALANCED STATE BUDGET NEW OPPORTUNITY SCHOOL FOR WOMEN 204 CHESTNUT ST BEREA KY 40403 611323868 501(C)(3) 15000 SPONSOR OF WIN AND DO GOOD CONTEST AND SWEEPSTAKES POINTS OF LIGHT FOUNDATION 600 MEANS ST STE 210 ATLANTA GA 30318 650206641 501(C)(3) 200000 GENERAL SUPPORT OF FURTHER VOLUNTEERISM AND CIVIC ENGAGEMENT FOOD RESEARCH AND ACTION CENTER (FRAC) 1875 CONNECTICUT AVE NW STE 540 WASHINGTON DC 20009 237200739 501(C)(3) 40000 GRANT TO ALLOW FRAC TO ASSIST AARP STATE OFFICES IN PREPARING 2012 ADVOCACY PLANS AARP FOUNDATION 601 E STREET NW WASHINGTON DC 20049 520794300 501(C)(3) 15400969 GENERAL SUPPORT LEGAL COUNSEL FOR THE ELDERLY 601 E STREET NW WASHINGTON DC 20049 521194741 501(C)(3) 2518117 GENERAL SUPPORT ADVANCE CLASS 1875 K ST NW WASHINGTON DC 20006 273524792 501(C)(3) 20000 GENERAL SUPPORT ALLIANCE FOR HEALTH REFORM 1444 EYE ST NW STE 910 WASHINGTON DC 20005 521746328 501(C)(3) 15000 GENERAL SUPPORT AMERICA'S CHARITIES 14150 NEWBROOK DR STE 110 CHANTILLY VA 20151 541517707 501(C)(3) 319159 AARP GIFT MATCHING PROGRAM PARTNER ASIAN PACIFIC AMERICAN INSTITUTE OF CONGRESS STUDIES 1001 CONNECTICUT AVE NW STE 530 WASHINGTON DC 20036 521917903 501(C)(3) 37000 GENERAL SUPPORT ASIAN AMERICAN FEDERATION 120 WALL STREET NEW YORK NY 10005 133572287 501(C)(3) 10000 GALA SPONSORSHIP ASIAN AMERICAN JUSTICE CENTER 1140 CONNECTICUT AVE NW WASHINGTON DC 20036 133619000 501(C)(3) 15000 GENERAL SUPPORT ASPIRA ASSOCIATION INC 1444 I ST NW STE 800 WASHINGTON DC 20005 132627568 501(C)(3) 50000 SPONSORSHIP SUPPORT BOARD OF HISPANIC CAUCUS CHAIRS 1001 CONGRESS AVE STE 100 AUSTIN TX 78701 202075553 501(C)(3) 20000 SUPPORT FOR THE 6TH ANNUAL BHCC CONFERENCE BOARD OF INCORPORATORS OF THE AFRICAN METHODIST EPISCOPAL CHURCH 1134 11TH ST NW WASHINGTON DC 20001 530204696 501(C)(3) 25000 SUPPORT FOR THE AFRICAN AMERICAN FAITH BASED INITIATIVE CENTER FOR PRACTICAL BIOETHICS 111 MAIN ST STE 500 KANSAS CITY MO 64105 480985815 501(C)(3) 27000 SUPPORT OF WORKPGROUP IN TRANSFORMING ADVANCED ILLNESS CARE CITIZENS ADVOCACY CENTER 1400 16TH ST NW STE 101 WASHINGTON DC 20036 521856543 501(C)(3) 40000 GENERAL SUPPORT COALITION TO TRANSFORM ADVANCED CARE 701 PENNSYLVANIA AVE STE 900 WASHINGTON DC 20004 452604332 25000 SUPPORT OF WORKGROUP IN TRANSFORMING ADVANCED ILLNESS CARE CONSUMER COALITION FOR QUALITY HEALTH CARE 1612 K ST NW STE 400 WASHINGTON DC 20006 521985179 501(C)(3) 20000 SUPPORT OF ADVOCACY FOR CONSUMER PROTECTION & QUALITY IN HEALTH CARE CUBAN AMERICAN NATIONAL COUNCIL INC 1223 SW 4TH ST MIAMI FL 33135 237269955 501(C)(3) 20000 SPONSOR OF HEALTH, SAFETY, AND WELLNESS FAIRSPONSOR OF HEALTH, SAFETY, & WELLNESS FAIR DELTA FOUNDATION OF GREATER COLUMBUS PO BOX 360392 COLUMBUS OH 43236 202966412 501(C)(3) 6500 GENERAL SUPPORT EXECUTIVE LEADERSHIP FOUNDATION 1001 N FAIRFAX ST ALEXANDRIA VA 22314 521361358 501(C)(3) 6000 GENERAL SUPPORT BOYS AND GIRLS CLUB OF GREATER WASHINGTON 8380 COLESVILLE ROAD SILVER SPRING MD 20910 530236759 501(C)(3) 10000 GENERAL SUPPORT HISPANIC ASSOCIAITON OF COLLEGES AND UNIVERSITIES 8415 DATAPOINT DR STE 400 SAN ANTONIO TX 78229 742466103 501(C)(3) 15000 GALA SPONSOR HISPANIC FEDERATION 55 EXCHANGE PLACE 5TH FL NEW YORK NY 10005 133573852 501(C)(3) 45500 GALA SPONSOR HISPANIC HERITAGE FOUNDATION 1444 DUKE STREET ALEXANDRIA VA 22314 521818255 501(C)(3) 40000 SUPPORT HSISPANIC/LATINO INITIATIVE HISPANIC SCHOLARSHIP FUND 55 2ND ST STE 1500 SAN FRANCISCO CA 94105 521051044 501(C)(3) 45000 GENERAL SUPPORT JAPANESE AMERICAN CITIZENS LEADERSHIP PO BOX 18558 SEATTLE WA 98118 916036360 501(C)(3) 45000 SUPPORT OF FELLOWSHIP AND GALA EVENT LABOR COUNCIL FOR LATIN AMERICAN ADVANCEMENT 815 16TH STE NW 4TH FL WASHINGTON DC 20006 521002207 501(C)(3) 50000 GENERAL SUPPORT LULAC INSTITUTE 201 E MAIN DRIVE STE 605 EL PASO TX 79901 522072106 501(C)(3) 60000 GENERAL SUPPORT NALEO EDUCATION FUND 1122 W WASHINGTON BLVD LOS ANGELES CA 90015 521212849 501(C)(3) 65000 SUPPORT OF THE NALEO LEGISLATIVE SUMMIT ON HEALTH NAPABA LAW FOUNDATION 1612 K ST NW STE 400 WASHINGTON DC 20006 364014003 501(C)(3) 20000 SUPPORT INTERNSHIP TO WORK WITH ASIAN CLIENTS 50+ NATIONAL ACADEMY OF SCIENCES 2101 CONSTITUTION AVE NW WASHINGTON DC 20418 530196932 501(C)(3) 10000 SUPPORT STUDY ON IMPROVING THE QUALITY OF CANCER CARE NATIONAL ACADEMY OF SOCIAL INSURANCE 1776 MASSACHUSETTS AVE NW STE 615 WASHINGTON DC 20036 521451753 501(C)(3) 75000 DEVELOP INTERNSHIP SO YOUNG LEADERS ARE INFORMED OF THE ROLE OF SOCIAL SECURITY AND MEDICARE NATIONAL CONSUMERS LEAGUE 1701 K ST NW STE 1200 WASHINGTON DC 20006 530242038 501(C)(3) 10000 SUPPORT SAFE MEDICATION USE BY CONTRIBUTING TO THE MEDICATION ADHERENCE PROGRAM NATIONAL HISPANIC CAUCUS OF STATE LEGISLATORS PO BOX 11910 LEXINGTON KY 40578 841168319 501(C)(3) 35000 SUPPORT HEALTH CARE AND FINANCIAL SECURITY ISSUES IN THE HISPANIC AND LATINO COMMUNITY NATIONAL HISPANIC FOUNDATION FOR THE ARTS 1050 CONNECTICUT AVE NW WASHINGTON DC 20036 522055110 501(C)(3) 25000 GALA SPONSOR NATIONAL JAPANESE AMERICAN MEMORIAL 1620 I ST NW STE 925 WASHINGTON DC 20006 954255318 501(C)(3) 50000 GENERAL SUPPORT NATIONAL URBAN FELLOWS 989 AVENUE OF THE AMERICAS STE 400 NEW YORK NY 10018 237404350 501(C)(3) 33889 GENERAL SUPPORT NATIONAL URBAN LEAGUE 120 WALL STREET NEW YORK NY 10005 131840489 501(C)(3) 10000 CONFERENCE SPONSOR ORGANIZATION OF CHINESE AMERICANS INC 1322 18TH ST NW WASHINGTON DC 20036 237250499 501(C)(3) 22000 SUPPORT THE SENIOR OUTREACH PROGRAM PARENTS STEP AHEAD 2102 EMPIRE CENTRAL DALLAS TX 75235 262477378 501(C)(3) 7000 GENERAL SUPPORT PENSION RIGHTS CENTER 1350 CONNECTICUT AVE NW STE 206 WASHINGTON DC 20036 521059121 501(C)(3) 35000 GENERAL SUPPORT REGIONAL AID FOR INTERIM NEEDS 811 MORRIS PARK AVE BRONX NY 10462 136213586 501(C)(3) 10000 GALA SPONSORSHIP SIGMA PI PHI FRATERNITY 2119 AMBASSADOR CIRCLE LANCASTER PA 17603 236393069 501(C)(3) 15000 ANNUAL SPONSORSHIP THE NATIONAL COALITION ON HEALTH CARE 1120 G ST NW STE 810 WASHINGTON DC 20005 521687849 501(C)(3) 25000 GENERAL SUPPORT TRUSTEES OF COLUMBIA UNIVERSITY 622 WEST 113TH ST NEW YORK NY 10025 135598093 501(C)(3) 25000 SUPPORT FOR THE "AGE BOOM ACADEMY" US HISPANIC LEADERSHIP INSTITUTE 431 S DEARBOARN ST APT 1203 CHICAGO IL 60605 363191740 501(C)(3) 42500 GENERAL SUPPORT AND CONFERENCE SPONSOR CENTER FOR MEDICARE ADVOCACY PO BOX 350 WILLIAMANTIC CT 06226 061172509 501(C)(3) 6000 GENERAL SUPPORT MALDEF 634 S SPRING ST 11TH FL LOS ANGELES CA 90014 741563270 501(C)(3) 10000 EVENT SPONSORSHIP HISPANIC ASSOCIAITON OF CORPORATE RESPONSIBILITY 1444 EYE ST NW STE 850 WASHINGTON DC 20036 850356947 501(C)(3) 25000 GENERAL SUPPORT INSTITUTE FOR THE ADVANCEMENT OF MULTICULTURAL & MINORITY MEDICINE 1218 16TH ST NW WASHINGTON DC 20036 331052248 501(C)(3) 10000 GALA SPONSORSHIP NAACP 1065 AVENUE OF THE AMERICAS STE 300 300 NEW YORK NY 10018 131084135 501(C)(3) 10000 CONVENTION SPONSORSHIP AARP'S Public Outreach Office requires all departments to submit a two-page form detailing the donee organization, its mission, and how the contribution will support AARP's goals. The Public Outreach Office approves and tracks the contribution requests that best leverage relationships and aadvance AARP's mission. X X X X 1 1 X X X X X 1 0 0 1 1 0 0 0 0 Addison B Rand 650097 0 140156 0 25751 0 106536 0 16013 0 938553 0 0 0 Robert R Hagans Jr 358952 0 109528 0 2855 0 46036 0 16013 0 533384 0 0 0 Nancy A LeaMond 446896 0 113416 0 4969 0 46036 0 1982 0 613299 0 0 0 Kevin J Donnellan 323919 0 88613 0 2299 0 46036 0 10174 0 471041 0 0 0 Richard Randazzo 347454 0 53199 0 7278 0 46036 0 10102 0 464069 0 0 0 Cynthia Lewin 307682 0 92946 0 1135 0 46036 0 17013 0 464812 0 0 0 Nancy Smith 304337 0 93329 0 3455 0 46036 0 1913 0 449070 0 0 0 John C Rother 236384 0 93224 0 67813 0 46036 0 4806 0 448263 0 0 0 Steven Cone 350004 0 0 0 11108 0 36236 0 9869 0 407217 0 0 0 Harroll Backus 260009 0 69784 0 7377 0 46036 0 10010 0 393216 0 0 0 Emilio Pardo 334237 0 0 0 1342 0 36236 0 10401 0 382216 0 0 0 Matthew Mitchell 253939 0 70501 0 799 0 38686 0 15788 0 379713 0 0 0 Lorraine Cortes-Vazquez 274948 0 45202 0 2866 0 46036 0 9964 0 379016 0 0 0 James Fishman 169586 0 118929 0 156523 0 40600 0 7410 0 493048 0 0 0 Diane Ty 196606 0 38272 0 123562 0 44063 0 13285 0 415788 0 0 0 Leland White 109058 0 29108 0 202580 0 25920 0 7605 0 374271 0 0 0 Hugh Delehanty 283853 0 42270 0 3734 0 46036 0 10091 0 385984 0 0 0 Lynn Mento 273644 0 42633 0 1447 0 46036 0 1055 0 364815 0 0 0 Part I, Line 1a AARP board members, officers, and key employees are provided the benefit of first-class travel on flights exeeding 5 hours when business class accommodations are not available. 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 4a A 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 5 Under AARP's enterprise-wide compensation plan numerous organizational factors are considered in employee compensation, of which gross revenues is one factor. The position of SVP-Publisher receives compensation based on this plan, but includes an additional factor of advertising sales performance for the publications. Form 990, Part VI, Section B, line 11 The Form 990 is prepared and reviewed in AARP's internal tax department. The return is then put through a secondary review which includes the AARP Controller and AARP General Counsel. After this thorough review process, the Form 990 is 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 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 Governance Committee), and the Chief Ethics & Compliance Officer. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Chief Ethics & Compliance Officer monitors compliance with these requirements and ensures proper follow-up as needed. Form 990, Part VI, Section B, line 15a AARP considers relevant for-profit and not-for-profit data since this is the landscape in which AARP competes for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third party compensation consulting firm, internal criteria, and an individual's actual performance and contribution. Internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive awards programs. For the CEO, information from all three areas (external data, internal data, individual performance and contribution) is submitted to the Board of Directors for review and approval. In some cases, the Board may deal directly with the independent, third party compensation consulting firm on external market pricing. The individual in this position may have legal representation and may insist on an employment contract with terms that are mutually agreed upon by the individual and the Board. Form 990, Part VI, Section C, line 19 AARP makes its Form 990 available on 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. Changes in Net Assets or Fund Balances: 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. Henderick Motorsports Form 990, Part VII, Section B, Line 1 Based on a confidentiality provision in the contract with Hendrick Motorsports, the amount paid by AARP cannot be disclosed Amounts from Sale of Securities 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 $1,398,136,893 Transactions with Related Organizations Schedule R, Part V, Question 2 The AARP Insurance Plan is a grantor trust established by an Agreement and Declaration of Trust for the purpose of making group health insurance and other health-related products and services available to AARP, Inc. members. Agreements between AARP, Inc., AARP Services, 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. AARP Properties LLC 601 E Street NW Washington DC 20049 951985500 Real Estate Holding Company DE 34627 140985944 AARP AARP 650 F 2-3 LLC 601 E Street NW Washington DC 20049 951985500 Real Estate Holding Company DE 0 20104874 AARP AARP 650 F 4-5 LLC 601 E Street NW Washington DC 20049 951985500 Real Estate Holding Company DE 0 10704654 AARP AARP Carson Place LLC 601 E Street NW Washington DC 20049 951985500 Real Estate Holding Company DE 0 16026106 AARP AARP Watson Plaza LLC 601 E Street NW Washington DC 20049 951985500 Real Estate Holding Company DE 0 15712098 AARP AARP Global Network LLC (dissolved in 2011) 601 E Street NW Washington DC 20049 204499090 Works with organizations representing people 50+ in other countries. DC 116459 0 AARP AARP Andrus Insurance Fund LLC 601 E Street NW Washington DC 20049 951985500 Insurance captive DC 401336 8064897 AARP AARP Foundation 601 E Street NW Washington DC 20049 520794300 Foundation dedicated to persons over 50 at social and economic risk DC 501 (c)(3) 509(a)(1) AARP 0 AARP Institute 601 E Street NW Washington DC 20049 520788950 Supporting org of AARP Fdn holding certain charitable gift annuity funds DC 501 (c)(3) 509(a)(3) AARP Foundation 0 Legal Counsel for the Elderly 601 E Street NW Washington DC 20049 521194741 Provides free or low cost legal assistance and education to DC elderly DC 501 (c)(3) 509(a)(1) AARP 0 AARP Insurance Plan 601 E Street NW Washington DC 20049 526069387 Grantor Trust holding certain AARP group health insurance policies DC 501 (c)(4) AARP 0 AARP Financial Services Corporation 601 E Street NW Washington DC 20049 521367607 Real Estate Holding Company DE AARP C 1440970 9936743 1.00000 AARP Services Inc (consolidated) 650 F Street NW Washington DC 20004 522141065 Quality control and research DE AARP C 117905041 77737507 1.00000 1 1 1 1 0 0 0 0 0 0 1 1 1 0 1 1 0 1 AARP Foundation (cash contributions) B 15401169 cash paid AARP Foundation (subgrant for charitable activities) C 3599884 grant agreement AARP Foundation (bond standby agreement) D 25000000 in the event of default AARP Foundation (in-kind shared services) K 10899745 allocable costs incurred AARP Foundation (in-kind advertising) K 2773534 publication space FMV AARP Foundation (printing postage telephone member event) P 155057 costs incurred AARP Foundation (building maintenance) P 518399 costs incurred AARP Foundation (mailing list) M 0 see supplemental information AARP Foundation (dual employee reimbursement) P 274878 actual salaries paid AARP Foundation (cash advance repayment and 25k annual fee line of credit) R 40000 cash paid Legal Counsel for the Elderly (cash contributions) B 2518117 cash paid Legal Counsel for the Elderly (in-kind contributions) K 1860265 allocable costs incurred Legal Counsel for the Elderly (in-kind rent) M 62237 costs incurred Legal Counsel for the Elderly (printing postage telephone) P 61978 costs incurred AARP Insurance Plan R 362023766 See Schedule O AARP Services Inc (reimburse for pension plan contribution) R 1476000 portion of plan funding AARP Services Inc R 10000000 dividend AARP Services Inc A 3236329 costs incurred AARP Services Inc (advertising) K 5690113 publication space FMV AARP Services Inc L 84287175 FMV AARP Services Inc (shared services) P 11500337 costs incurred AARP Services Inc (print postage telephone member event) P 132481 FMV AARP Foundation (dual employee reimbursement) O 365986 actual salaries paid AARP Andrus Insurance Fund LLC R 2806000 dividend Mailing list explanation: Schedule R, Part V, Line 2(a)(6) AARP 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.