Civic Intelligence

AARP Institute

990 • Fiscal year 2016 • EIN 52-0788950

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 09, 2017

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

82nd percentile

0.59x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

98th percentile

14.18x

Higher debt load relative to revenue than 98% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

4th percentile

-97%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

97th percentile

$467,899

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 549.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

55th percentile

2.5%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,058,013

Up $50,363 (+2.5%) from 2015

Net Assets

Up

$849,575

Up $8,317 (+1.0%) from 2015

Liabilities

Up

$1,208,438

Up $42,046 (+3.6%) from 2015

Revenue

Down

$85,192

Down $254,983 (-75%) from 2015

Expenses

Down

$167,738

Down $62,699 (-27%) from 2015

Net Income

Down

-$82,546

Down $192,284 (-175%) from 2015

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

2016

Assets$2,058,013
Liabilities$1,208,438
Net Assets$849,575

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

2016

Revenue$85,192
Expenses$167,738
Net Income-$82,546
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 9, 2017
Return Version
2016v3.0
Gross Receipts
$85,192
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$2,007,650$2,058,013▲ $50,363
Total Assets$2,007,650$2,058,013▲ $50,363
Liabilities
Other Liabilities$1,166,392$1,208,438▲ $42,046
Total Liabilities$1,166,392$1,208,438▲ $42,046
Net Assets / Fund Balance
Unrestricted Net Assets$841,258$849,575▲ $8,317
Total Net Assets Fund Balance$841,258$849,575▲ $8,317
Total Liabilities and Net Assets / Fund Balance$2,007,650$2,058,013▲ $50,363

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,058,013--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Kathleen Edmond until 6316Treasurer$814$814
Diane Pratt until 6316Secretary$406$406

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$16,745
Program Service Revenue
$0
Investment Income
$68,447
Other Revenue
$0
All Other Contributions
$16,745
Change in Net Assets
$-82,546

Audited Revenue Reconciliation

Revenue per Audited Statements
$351,924,919
Revenue Not Reported on Financial Statements
$-351,839,727
Revenue Not Reported on Form 990
$-64,248
Other Revenue Adjustments
$-351,839,727
Total Revenue per Audited Statements
$351,860,671
Total Revenue per Form 990
$85,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,738
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-$12,627-$12,627
Total Functional Expenses$0$167,738$0$167,738

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$218,699,280
Expenses Not Reported on Form 990$218,686,653
Total Expenses per Form 990$167,738
Expenses Not Reported on Financial Statements$155,111
Other Expense Adjustments$155,111
Expenses per Audited Statements$12,627
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$1,208,438
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 11B

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
2017-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Marsh Ryerson
Formed
1963
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
2
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 XII, Line 3B:

AARP Institute is included in AARP Foundation's uniform guidance report (OMB A-133 audit).

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:

Cga change in value -155,111.

Part XI, Line 4B - Other Adjustments:

AARP Foundation (EIN: 52-0794300) -351,839,727.

Part XII, Line 2D - Other Adjustments:

AARP Foundation (EIN: 52-0794300) 218,686,653.

Part XII, Line 4B - Other Adjustments:

CGA change in value 155,111.

Raw XML AppendixShowing 400 of 493 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/ExplanationTxt0AARP Foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CGA CHANGE IN VALUE -155,111.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2AARP Foundation (EIN: 52-0794300) -351,839,727.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3AARP Foundation (EIN: 52-0794300) 218,686,653.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4CGA change in value 155,111.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Lisa Marsh Ryerson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
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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/ExplanationTxt5AARP Institute is included in AARP Foundation's uniform guidance report (OMB A-133 audit).
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 11b
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 XII, Line 3b:
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0AARP Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1AARP Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0521367607
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1522141065
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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/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1DC
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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/BusinessNameLine1Txt3Experience Corps
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4AARP Insurance Plan
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1951985500
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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
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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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd220049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd320049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd420049
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00

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