Civic Intelligence

AARP Institute

990 • Fiscal year 2015 • EIN 52-0788950

Jan 01, 2015 to Dec 31, 2015 • Filed on May 27, 2016

Organization ProfileN/A
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

81st percentile

0.58x

Higher debt load relative to assets than 81% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

93rd percentile

3.43x

Higher debt load relative to revenue than 93% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

86th percentile

32%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

99th percentile

$815,286

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 239.7% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

261%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$2,007,650

Down $305,674 (-13%) from 2014

Net Assets

Up

$841,258

Up $30,777 (+3.8%) from 2014

Liabilities

Down

$1,166,392

Down $336,451 (-22%) from 2014

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin86th percentile

Revenue

Up

$340,175

Up $246,009 (+261%) from 2014

Expenses

Up

$230,437

Up $216,604 (+1566%) from 2014

Net Income

Up

$109,738

Up $29,405 (+37%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

2015

Assets$2,007,650
Liabilities$1,166,392
Net Assets$841,258
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

2015

Revenue$340,175
Expenses$230,437
Net Income$109,738
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 27, 2016
Return Version
2015v2.1
Gross Receipts
$340,175
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$2,097,681$2,007,650▼ $90,031
Accounts Receivable$215,643$0▼ $215,643
Total Assets$2,313,324$2,007,650▼ $305,674
Liabilities
Other Liabilities$1,502,843$1,166,392▼ $336,451
Total Liabilities$1,502,843$1,166,392▼ $336,451
Net Assets / Fund Balance
Unrestricted Net Assets$810,481$841,258▲ $30,777
Total Net Assets Fund Balance$810,481$841,258▲ $30,777
Total Liabilities and Net Assets / Fund Balance$2,313,324$2,007,650▼ $305,674

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,007,650--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Kathleen EdmondTreasurer$1,834$1,834
Diane PrattSecretary$1,565$1,565

Board Members and Trustees

NameTitle
Lisa Marsh RyersonPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$50,641
Program Service Revenue
$0
Investment Income
$53,491
Other Revenue
$236,043
All Other Contributions
$50,641
Change in Net Assets
$109,738

Audited Revenue Reconciliation

Revenue per Audited Statements
$340,175
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$207,022,106
Total Revenue per Audited Statements
$207,362,281
Total Revenue per Form 990
$340,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$230,437
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
Fees for Services Other-$215,643-$215,643
Other Expenses-$14,794-$14,794
Total Functional Expenses$0$230,437$0$230,437

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$206,336,427
Expenses Not Reported on Form 990$206,321,633
Total Expenses per Form 990$230,437
Expenses Not Reported on Financial Statements$215,643
Other Expense Adjustments$215,643
Expenses per Audited Statements$14,794
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$1,166,392
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 AARP 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, AARP Institute, and Experience Corps) were discussed. In addition, AARP Institute held its 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

“The Form 990 for AARP Institute is prepared by an outside consultant and reviewed by AARP Foundation's CFO and President and other internal reviewers. The Form 990 is then provided to the AARP Institute Board of Directors. Once all reviews are complete, the return is electronically filed with the Internal Revenue Service.”

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

“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
Lisa Marsh Ryerson
Title
President
Phone
2024343399
Signed
2016-05-27
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Andersen Tax LLC
Address
1861 INTERNATIONAL DRIVE STE 501, MCLEAN, VA 22102
Preparer
Parvin Van Enger
Phone
5713820020
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Affiliated Contribution: Program service expenses 0. Management and general expenses 215,643. Fundraising expenses 0. Total expenses 215,643.”

Form 990, Part IX, Line 11G

“Upon the death of an annuitant remaining balances in the charitable gift annuity account automatically revert to AARP Foundation.”

Financial Statement Notes

Part X, Line 2:

“AARP Foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements.”

Part XI, Line 2D - Other Adjustments:

“AARP Foundation (EIN: 52-0794300) 204,136,448. AARP Experience Corps (EIN: 26-3698436) 2,964,619.”

Part XII, Line 2D - Other Adjustments:

“AARP Foundation (EIN: 52-0794300) 203,470,263. AARP Experience Corps (EIN: 26-3698436) 2,851,370.”

Part XII, Line 4B - Other Adjustments:

“AARP Institute payment to AARP Foundation eliminated in consolidation 215,643.”

Raw XML AppendixShowing 400 of 474 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt0215643
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0See Schedule OThe AARP Institute serves vulnerable people 50+ by creating and advancing effective solutions that help them secure the essentials.
IRS990/AllOtherContributionsAmt050641
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Patricia D Shannon - AARP Foundation
IRS990/BooksInCareOfDetail/PhoneNum02024343399
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 E Street NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0Washington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020049
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt050641
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt053491
IRS990/CYOtherExpensesAmt0230437
IRS990/CYOtherRevenueAmt0236043
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0109738
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0230437
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0340175
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0N/A
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0215643
IRS990/FeesForServicesOtherGrp/TotalAmt0215643
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt25.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0407643
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11565
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt21834
IRS990/Form990PartVIISectionAGrp/PersonNm0Lisa Marsh Ryerson
IRS990/Form990PartVIISectionAGrp/PersonNm1Diane Pratt
IRS990/Form990PartVIISectionAGrp/PersonNm2Kathleen Edmond
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0407643
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0340175
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt053491
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053491
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02097681
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02007650
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0See 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0810481
IRS990/NetAssetsOrFundBalancesEOYAmt0841258
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-78961
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Bank Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014794
IRS990/OtherExpensesGrp/TotalAmt014794
IRS990/OtherLiabilitiesGrp/BOYAmt01502843
IRS990/OtherLiabilitiesGrp/EOYAmt01166392
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CGA - change in value
IRS990/OtherRevenueMiscGrp/ExclusionAmt0236043
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0236043
IRS990/OtherRevenueTotalAmt0236043
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Lisa Marsh Ryerson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0N/A
IRS990/ProgSrvcAccomActy3Grp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt043071
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt055284
IRS990/PYOtherExpensesAmt013833
IRS990/PYOtherRevenueAmt0-4189
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt080333
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt013833
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt094166
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0109738
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt067929
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0520794300
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt067929
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AARP Foundation
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt0206321633
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0215643
IRS990ScheduleD/ExpensesSubtotalAmt014794
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-78961
IRS990ScheduleD/OtherExpensesIncludedAmt0206321633
IRS990ScheduleD/OtherExpensesNotIncludedAmt0215643
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01166392
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Charitable Gift Annuity Liability
IRS990ScheduleD/OtherRevenueAmt0207101067
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02007650
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Charitable Gift Annuity Investment
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0207022106
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0340175
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AARP Foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AARP Foundation (EIN: 52-0794300) 204,136,448. AARP Experience Corps (EIN: 26-3698436) 2,964,619.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2AARP Foundation (EIN: 52-0794300) 203,470,263. AARP Experience Corps (EIN: 26-3698436) 2,851,370.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3AARP Institute payment to AARP Foundation eliminated in consolidation 215,643.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02007650
IRS990ScheduleD/TotalExpensesPerForm990Amt0230437
IRS990ScheduleD/TotalLiabilityAmt01166392
IRS990ScheduleD/TotalRevenuePerForm990Amt0340175
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0207362281
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0206336427
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt087938
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0317596
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt076638
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018370
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt02109
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Lisa Marsh Ryerson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0502651
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AARP Institute does not have subcommittees of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trustees of AARP 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, AARP Institute, and Experience Corps) were discussed. In addition, AARP Institute held its own annual board meeting. Contemporaneous documentation of these meetings, including actions taken was performed at all meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 for AARP Institute is prepared by an outside consultant and reviewed by AARP Foundation's CFO and President and other internal reviewers. The Form 990 is then provided to the AARP Institute Board of Directors. 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/ExplanationTxt5Affiliated Contribution: Program service expenses 0. Management and general expenses 215,643. Fundraising expenses 0. Total expenses 215,643.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Upon the death of an annuitant remaining balances in the charitable gift annuity account automatically revert to AARP Foundation.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 11g
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0AARP Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1AARP Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0521367607
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1522141065
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DC
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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd020049
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd120004
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4526069387
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd120049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd220049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd320049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd420049
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt067929
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0allocable cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AARP Foundation- In-kind fundraising services
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToProxyTaxInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,007,650
Liabilities
$1,166,392
Net assets
$841,258
Revenue
$340,175
Expenses
$230,437
Net income
$109,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$1.03$0.82
2017Detailed filing. Detailed filing data is available for this year.$2.02$1.17$0.85$0.06$0.26$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.06$1.21$0.85$0.09$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.01$1.17$0.84$0.34$0.23$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.31$1.50$0.81$0.09$0.01$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.39$1.67$0.71$0.00$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$1.91$0.57$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$2.11$0.30$0.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$1.60$0.64$0.01