Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
$2,239,377
No earlier filing loaded for comparison.
Net Assets
$641,456
No earlier filing loaded for comparison.
Liabilities
$1,597,921
No earlier filing loaded for comparison.
Revenue
-
No earlier filing loaded for comparison.
Expenses
$12,580
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
See Schedule OThe AARP Institute is a wholly owned subsidiary of the AARP Foundation. It is a charitable supporting organization dedicated to serving vulnerable people 50+ by creating and advancing effective solutions that help them secure the essentials.
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990/Activity2/Description | 0 | N/A |
| IRS990/Activity3/Description | 0 | N/A |
| IRS990/ActivityOrMissionDescription | 0 | See Schedule OThe AARP Institute is dedicated to serving vulnerable people 50+ by creating solutions that help them secure the essentials and achieve their best life. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 601 E Street NW Tax Dept |
| IRS990/AddressPrincipalOfficerUS/City | 0 | Washington |
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| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 1.00 |
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| IRS990/Form990PartVIISectionA/NamePerson | 0 | Jo Ann Jenkins |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | Mae Mendelson |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | Sandra Ulsh |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | Robin Talbert |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | Joanne Handy |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | N Joyce Payne |
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| IRS990/Form990PartVIISectionA/Officer | 5 | X |
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| IRS990/Form990PartVIISectionA/Title | 2 | Trustee as of 7/1/10 |
| IRS990/Form990PartVIISectionA/Title | 3 | FDN Pres./Ex-Officio through 2/5/10 |
| IRS990/Form990PartVIISectionA/Title | 4 | Trustee through 6/30/10 |
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| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
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| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LobbyingActivities | 0 | 0 |
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| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 0 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | See Schedule OThe AARP Institute is a wholly owned subsidiary of the AARP Foundation. It is a charitable supporting organization dedicated to serving vulnerable people 50+ by creating solutions that help them secure the essentials and achieve their best life. |
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| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | Jo Ann Jenkins |
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| IRS990/OtherExpenses/Description | 1 | Postage |
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| IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization | 0 | 11a |
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| IRS990ScheduleB/ContributorInfo/ContributorNumber | 0 | RESTRICTED |
| IRS990/ScheduleBRequired | 0 | 1 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | The AARP Institute (the Institute) recognizes income tax positions based on a 'more-likely than-not' threshold. The Institute has no material uncertain income tax positions in 2010 or 2009. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | Description of Uncertain Tax Positions Under FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 0 | Part X: |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 1597921 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | Charitable Gift Annuity Liability |
| IRS990ScheduleD/OtherSecurities/BookValue | 0 | 2205916 |
| IRS990ScheduleD/OtherSecurities/Description | 0 | Charitable Gift Annuity Investment |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 0 | F |
| IRS990ScheduleD/TotalOfAmounts | 0 | 1597921 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 0 |
| IRS990ScheduleD/TotalOfBookValueSecurities | 0 | 2205916 |
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| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | 0 |
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| IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation | 0 | Robin Talbert received a separation payment in the amount of $182,598.50 in 2010. Of that amount AARP paid $28,805.48 and AARP Foundation paid $153,793.02. |
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| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | Jo Ann Jenkins |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 1 | Robin Talbert |
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| IRS990ScheduleJ/SeverancePayment | 0 | 1 |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | AARP Institute amended its Bylaws on November 17, 2010. The significant changes include: Article II Purposes and Mission - Its mission is now stated as "the Corporation is dedicated to serving vulnerable people 50+ by creating solutions that help them secure the essentials and achieve their best life". Article V Board of Trustees - The Board of Trustees are composed of the President of the AARP Foundation, and Chair and Audit Chair of the AARP Foundation (these three trustees are referred to as the "AARP Institute Trustees"). Article VI Officers - The officers of the corporation are a President, who is the President of the AARP Foundation, a Secretary, who is the AARP Foundation Board of Directors' Chair, and a Treasurer, who is the AARP Foundation Audit Committee Chair. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | AARP Institute does not have subcommittees of the governing body. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | The Trustees of the Institute participated in AARP Foundation Board meetings (as members of the AARP Foundation Board of Directors and President of AARP Foundation) in which the consolidated activities (AARP Foundation and AARP Institute) were discussed. Contemporaneous documentation of these meetings, including actions taken was performed. In addition, the AARP Institute held their own annual board meeting. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | Based on the shared services agreement the Form 990 for AARP Institute ("Institute") is prepared and reviewed in AARP's internal tax department. It is also reviewed by AARP's Office of the Controller and AARP's Office of General Counsel. The Form 990 is also reviewed by AARP Foundation's CFO and President. After this process the return is sent to all current trustees of the Institute's governing body for review. Once all reviews are complete, the return is electronically filed with the Internal Revenue Service. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | All trustees are required to review the ethics policy, formally acknowledge their understanding of the policy annually, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors), and the Chief Ethics & Compliance Officer. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Chief Ethics & Compliance Officer monitors compliance with these requirements and ensures proper follow-up as needed. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | AARP Institute makes its Form 990 available for public inspection upon request to AARP Foundation's Office of the CFO. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | Net unrealized gains on investments: 221,621. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Form 990, Part VI, Section A, line 4 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | Form 990, Part VI, Section A, line 8b |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | Form 990, Part VI, Section A, line 8b |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | Form 990, Part VI, Section B, line 11 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 4 | Changes in Net Assets or Fund Balances: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | Form 990, Part XI, line 5: |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990ScheduleR/ExchangeOfAssets | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 601 E Street NW |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 1 | 601 E Street NW |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 2 | 601 E Street NW |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 3 | 601 E Street NW |
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| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 1 | Washington |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 2 | Washington |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 3 | Washington |
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| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 1 | DC |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 2 | DC |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 3 | DC |
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| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 1 | 20049 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 2 | 20049 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 3 | 20049 |
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| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 3 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 0 | AARP Inc |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 1 | AARP Inc |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 2 | AARP Inc |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 520794300 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 1 | 951985500 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 2 | 521194741 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 3 | 526069387 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 501(c)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 1 | 501(c)(4) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 2 | 501(c)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 3 | 501(c)(4) |
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| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 1 | DC |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 2 | DC |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 3 | DC |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | AARP Foundation |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 1 | AARP Inc |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 2 | Legal Counsel for the Elderly |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 3 | AARP Insurance Plan |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | Foundation dedicated to serving vulnerable people 50+. |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 1 | Social welfare organization dedicated to serving people 50+. |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 2 | Provides free or low cost legal assistance and education to DC elderly |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 3 | Grantor trust holding certain AARP group health insurance policies |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 0 | 509(a)(1) |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 1 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 2 | 509(a)(1) |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 3 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 0 | 601 E Street NW |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 1 | 601 E Street NW |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 0 | Washington |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 1 | Washington |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 0 | DC |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 1 | DC |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode | 0 | 20049 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode | 1 | 20004 |
| IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityName/BusinessNameLine1 | 0 | AARP Inc |
| IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityName/BusinessNameLine1 | 1 | AARP Inc |
| IRS990ScheduleR/Form990ScheduleRPartIV/EIN | 0 | 521367607 |
| IRS990ScheduleR/Form990ScheduleRPartIV/EIN | 1 | 522141065 |
| IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState | 0 | DC |
| IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState | 1 | DC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 0 | AARP Financial Services Corporation |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 1 | AARP Services Inc (consolidated) |
| IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity | 0 | Real Estate Holding Company |
| IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity | 1 | Quality control and research |
| IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity | 0 | C |
| IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity | 1 | C |
| IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg | 0 | 0 |
| IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrg | 0 | 0 |
| IRS990ScheduleR/OtherTransferFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/OtherTransferToOtherOrg | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgs | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesForOtherOrgs | 0 | 0 |
| IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrg | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrg | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs | 0 | 0 |
| IRS990ScheduleR/SaleOfAssetsToOtherOrg | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilities | 0 | 0 |
| IRS990ScheduleR/SharingOfPaidEmployees | 0 | 0 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved | 0 | 82521 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination | 0 | allocable cost |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine1 | 0 | AARP Foundation - In-kind services for fundraising |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType | 0 | L |
| IRS990/School | 0 | 0 |
| IRS990/SignificantChange | 0 | 0 |
| IRS990/SignificantNewProgramServices | 0 | 0 |
| IRS990/StateLegalDomicile | 0 | DC |
| IRS990/SubjectToProxyTax | 0 | 0 |
| IRS990/TaxablePartyNotification | 0 | 0 |
| IRS990/TaxExemptBonds | 0 | 0 |
| IRS990/Terminated | 0 | 0 |
| IRS990/TermOrPermanentEndowments | 0 | 0 |
| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 601 E Street NW |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | Washington |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | DC |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 20049 |
| IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1 | 0 | Patricia D Shannon - AARP Foundation |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 2024343399 |
| IRS990/TotalAssets/BOY | 0 | 2163589 |
| IRS990/TotalAssetsBOY | 0 | 2163589 |
| IRS990/TotalAssets/EOY | 0 | 2239377 |
| IRS990/TotalAssetsEOY | 0 | 2239377 |
| IRS990/TotalCompGT150K | 0 | 1 |
| IRS990/TotalContributions | 0 | 18571 |
| IRS990/TotalExpensesCurrentYear | 0 | 12580 |
| IRS990/TotalExpensesPriorYear | 0 | 158986 |
| IRS990/TotalFunctionalExpenses/Fundraising | 0 | 0 |
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Displayed year
2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.