Civic Intelligence

AARP Institute

990 • Fiscal year 2014 • EIN 52-0788950

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 26, 2015

601 E Street NW Tax DeptWashington, DC 20049

(202) 434-3399

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.65x

Higher debt load relative to assets than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

15.96x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

96th percentile

$371,932

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 395.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

27th percentile

-3.0%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

2909%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$2,313,324

Down $71,823 (-3.0%) from 2013

Net Assets

Up

$810,481

Up $97,081 (+14%) from 2013

Liabilities

Down

$1,502,843

Down $168,904 (-10%) from 2013

Revenue

Up

$94,166

Up $91,037 (+2909%) from 2013

Expenses

Down

$13,833

Down $3,515 (-20%) from 2013

Net Income

Up

$80,333

Up $94,552 (+665%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $2,239,377Liabilities 2010: $1,597,921Net Assets 2010: $641,4562010Assets 2011: $2,412,449Liabilities 2011: $2,110,267Net Assets 2011: $302,1822011Assets 2012: $2,478,878Liabilities 2012: $1,912,319Net Assets 2012: $566,5592012Assets 2013: $2,385,147Liabilities 2013: $1,671,747Net Assets 2013: $713,4002013Assets 2014: $2,313,324Liabilities 2014: $1,502,843Net Assets 2014: $810,4812014Assets 2015: $2,007,650Liabilities 2015: $1,166,392Net Assets 2015: $841,2582015Assets 2016: $2,058,013Liabilities 2016: $1,208,438Net Assets 2016: $849,5752016Assets 2017: $2,022,615Liabilities 2017: $1,168,964Net Assets 2017: $853,6512017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$2,313,324
Liabilities$1,502,843
Net Assets$810,481

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $12,5802010Expenses 2011: $399,3102011Expenses 2012: $19,5942012Revenue 2013: $3,129Expenses 2013: $17,348Net Income 2013: -$14,2192013Revenue 2014: $94,166Expenses 2014: $13,833Net Income 2014: $80,3332014Revenue 2015: $340,175Expenses 2015: $230,437Net Income 2015: $109,7382015Revenue 2016: $85,192Expenses 2016: $167,738Net Income 2016: -$82,5462016Revenue 2017: $59,461Expenses 2017: $260,492Net Income 2017: -$201,0312017Revenue 2018: $208,025Expenses 2018: $1,025,415Net Income 2018: -$817,3902018

Highlighted filing

2014

Revenue$94,166
Expenses$13,833
Net Income$80,333
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 26, 2015
Return Version
2014v5.0
Gross Receipts
$94,166
Mission and Program Overview

Mission

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.

See Schedule OThe AARP Institute serves vulnerable people 50+ by creating and advancing effective solutions that help them secure the essentials.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,326,663$2,097,681▼ $228,982
Accounts Receivable$58,484$215,643▲ $157,159
Total Assets$2,385,147$2,313,324▼ $71,823
Liabilities
Other Liabilities$1,671,747$1,502,843▼ $168,904
Total Liabilities$1,671,747$1,502,843▼ $168,904
Net Assets / Fund Balance
Unrestricted Net Assets$713,400$810,481▲ $97,081
Total Net Assets Fund Balance$713,400$810,481▲ $97,081
Total Liabilities and Net Assets / Fund Balance$2,385,147$2,313,324▼ $71,823

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,097,681--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Kathleen EdmondTreasurer$2,564$2,564
Diane PrattSecretary$227$227

Board Members and Trustees

NameTitle
Lisa Marsh RyersonPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$43,071
Program Service Revenue
$0
Investment Income
$55,284
Other Revenue
$-4,189
All Other Contributions
$43,071
Change in Net Assets
$80,333

Audited Revenue Reconciliation

Revenue per Audited Statements
$94,166
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$193,319,038
Total Revenue per Audited Statements
$193,413,204
Total Revenue per Form 990
$94,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,833
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$13,833-$13,833
Total Functional Expenses$0$13,833$0$13,833

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$190,840,634
Expenses Not Reported on Form 990$190,826,801
Expenses per Audited Statements$13,833
Total Expenses per Form 990$13,833
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuity Liability$1,502,843
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

AARP Institute does not have subcommittees of the governing body.

Form 990, Part VI, Section A, line 8B

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. In addition, the AARP Institute held their own annual board meeting. Contemporaneous documentation of these meetings, including actions taken was performed at all meetings.

Form 990, Part VI, Section B, line 11

Based on the shared services agreement the Form 990 for AARP Institute ("Institute") is prepared and reviewed in AARP's internal tax department and reviewed by AARP Foundation's CFO and AARP Institute's President and other internal reviewers. 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.

Form 990, Part VI, Section B, line 12C

Annually, all board members and employees (including officers) are required to review the Code of Conduct, formally acknowledge their understanding of the Code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors), and the Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed.

Form 990, Part VI, Section C, line 19

AARP Institute makes its Form 990 available for public inspection upon request to AARP Foundation's Office of the CFO.

Filing and Contact Details

Filer

Filer Name
AARP Institute
EIN
52-0788950
Phone
2024343399
Address
601 E Street NW Tax Dept, Washington, DC 20049

Signing Officer

Name
Patricia D Shannon
Title
CFO & SVP
Phone
2024343399
Signed
2015-06-26

Organization Details

Principal Officer
Lisa Marsh Ryerson
Formed
1963
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

The AARP Institute is required to record a liability for any material tax position taken which does not meet the minimum thresholds of 'more-likely than-not' to be successful under regulatory challenge. No provision for income taxes has been recorded in 2014 or 2013 since management believes there is no material unrelated business income or material uncertain tax positions requiring the recognition of a liability.

Part XI, Line 2D - Other Adjustments:

AARP Foundation (EIN: 52-0794300) $193,302,290

Part XII, Line 2D - Other Adjustments:

AARP Foundation (EIN: 52-0794300) $190,826,801

Raw XML AppendixShowing 400 of 458 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AARP Foundation (EIN: 52-0794300) $193,302,290
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0371932
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AARP Institute does not have subcommittees of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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. In addition, the AARP Institute held their own annual board meeting. Contemporaneous documentation of these meetings, including actions taken was performed at all meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Based on the shared services agreement the Form 990 for AARP Institute ("Institute") is prepared and reviewed in AARP's internal tax department and reviewed by AARP Foundation's CFO and AARP Institute's President and other internal reviewers. 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/SupplementalInformationDetail/ExplanationTxt3Annually, all board members and employees (including officers) are required to review the Code of Conduct, formally acknowledge their understanding of the Code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors), and the Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AARP Institute makes its Form 990 available for public inspection upon request to AARP Foundation's Office of the CFO.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0AARP Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1AARP Inc
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Real estate holding company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Quality control and research
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AARP Financial Services Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1AARP Services Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0601 E Street NW
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1601 E Street NW
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Washington
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1Washington
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0AARP Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1AARP Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2AARP Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3AARP Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AARP Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1AARP Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Legal Counsel for the Elderly
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3AARP Experience Corps
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4AARP Insurance Plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0520794300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1951985500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2521194741
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3263698436
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(c)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Public charity dedicated to serving vulnerable people 50+.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Social welfare organization dedicated to serving people 50+.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Public charity providing legal assistance and education to DC elderly
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3Engages adults aged 50+ as tutors & mentors for school children nationwide
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4Grantor trust holding certain AARP group health insurance policies
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(a)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2509(a)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3509(a)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0601 E Street NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1601 E Street NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2601 E Street NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3601 E Street NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4601 E Street NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4Washington
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd320049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd420049
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IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0193442
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0allocable cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AARP Foundation- In-kind fundraising services
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
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IRS990/TotalAssetsBOYAmt02385147
IRS990/TotalAssetsEOYAmt02313324

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