Civic Intelligence

AARP Foundation

990 • Fiscal year 2013 • EIN 52-0794300

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 26, 2014

Organization Profilewww.aarp.org/foundation
601 E Street NW Tax Dept20049

(202) 434-3399

Siviq Scores

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

Liabilities / Assets

58th percentile

0.41x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.37x

Higher debt load relative to revenue than 39% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Net Margin

38th percentile

1.3%

Higher net margin than 38% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

52nd percentile

$535,536

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Asset Growth

68th percentile

9.8%

Faster asset growth than 68% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$132,599,058

Up $11,818,152 (+9.8%) from 2012

Net Assets

Up

$78,377,578

Up $7,332,604 (+10%) from 2012

Liabilities

Up

$54,221,480

Up $4,485,548 (+9.0%) from 2012

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin38th percentile

Revenue

$144,653,292

No earlier filing loaded for comparison.

Expenses

Up

$142,744,954

Up $2,424,337 (+1.7%) from 2012

Net Income

$1,908,338

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$800M$600M$400M$200M$0Assets 2010: $110,185,168Liabilities 2010: $47,514,560Net Assets 2010: $62,670,6082010Assets 2011: $108,083,041Liabilities 2011: $45,602,825Net Assets 2011: $62,480,2162011Assets 2012: $120,780,906Liabilities 2012: $49,735,932Net Assets 2012: $71,044,9742012Assets 2013: $132,599,058Liabilities 2013: $54,221,480Net Assets 2013: $78,377,5782013Assets 2014: $136,012,640Liabilities 2014: $55,433,947Net Assets 2014: $80,578,6932014Assets 2015: $129,157,960Liabilities 2015: $48,471,186Net Assets 2015: $80,686,7742015Assets 2016: $266,584,963Liabilities 2016: $51,858,274Net Assets 2016: $214,726,6892016Assets 2017: $380,917,771Liabilities 2017: $57,109,293Net Assets 2017: $323,808,4782017Assets 2018: $439,330,745Liabilities 2018: $52,750,956Net Assets 2018: $386,579,7892018Assets 2019: $598,934,811Liabilities 2019: $64,765,477Net Assets 2019: $534,169,3342019Assets 2020: $636,519,309Liabilities 2020: $54,627,484Net Assets 2020: $581,891,8252020Assets 2021: $703,184,035Liabilities 2021: $55,117,407Net Assets 2021: $648,066,6282021Assets 2022: $662,653,314Liabilities 2022: $60,234,067Net Assets 2022: $602,419,2472022Assets 2023: $693,172,214Liabilities 2023: $57,579,121Net Assets 2023: $635,593,0932023Assets 2024: $727,968,863Liabilities 2024: $54,845,063Net Assets 2024: $673,123,8002024

Highlighted filing

2013

Assets$132,599,058
Liabilities$54,221,480
Net Assets$78,377,578
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300M$200M$100M$0-$100MExpenses 2010: $171,665,5422010Expenses 2011: $138,801,5162011Expenses 2012: $140,320,6172012Revenue 2013: $144,653,292Expenses 2013: $142,744,954Net Income 2013: $1,908,3382013Revenue 2014: $146,610,280Expenses 2014: $144,543,038Net Income 2014: $2,067,2422014Revenue 2015: $155,682,431Expenses 2015: $151,499,707Net Income 2015: $4,182,7242015Revenue 2016: $297,220,619Expenses 2016: $163,130,106Net Income 2016: $134,090,5132016Revenue 2017: $273,794,980Expenses 2017: $177,579,018Net Income 2017: $96,215,9622017Revenue 2018: $282,082,741Expenses 2018: $170,923,640Net Income 2018: $111,159,1012018Revenue 2019: $295,801,954Expenses 2019: $187,425,925Net Income 2019: $108,376,0292019Revenue 2020: $186,546,543Expenses 2020: $173,261,974Net Income 2020: $13,284,5692020Revenue 2021: $254,163,099Expenses 2021: $181,584,159Net Income 2021: $72,578,9402021Revenue 2022: $203,216,966Expenses 2022: $195,405,209Net Income 2022: $7,811,7572022Revenue 2023: $175,249,637Expenses 2023: $191,925,498Net Income 2023: -$16,675,8612023Revenue 2024: $202,932,133Expenses 2024: $194,382,273Net Income 2024: $8,549,8602024

Highlighted filing

2013

Revenue$144,653,292
Expenses$142,744,954
Net Income$1,908,338
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 26, 2014
Return Version
2013v3.0
Gross Receipts
$191,195,778
Mission and Program Overview

Mission

A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation wants to win back opportunity for those now in crisis,so thousands of vulnerable low-income Americans 50+ can regain theirfoothold, continue to serve as anchors for their families andcommunities and ensure that their best life is still within reach.

A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation is dedicated to serving vulnerable older people aged 50 and older by creating solutions that help them secure the essentials - food, housing, income and personal connection.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$80,605,384$78,235,183▼ $2,370,201
Land, Buildings, and Equipment, Net$16,915,404$16,220,733▼ $694,671
Pledges and Grants Receivable$5,296,757$11,467,508▲ $6,170,751
Savings and Temporary Cash Investments$10,249,420$9,193,076▼ $1,056,344
Prepaid Expenses and Deferred Charges$1,773,464$8,970,118▲ $7,196,654
Investments Other Securities$5,236,078$5,346,751▲ $110,673
Investments Program Related$213,557$2,619,352▲ $2,405,795
Accounts Receivable$44,749$189,630▲ $144,881
Cash and Non-Interest-Bearing Accounts$72,126--
Total Assets$120,780,906$132,599,058▲ $11,818,152
Other Assets Total$373,967$356,707▼ $17,260
Liabilities
Tax Exempt Bond Liabilities$25,000,000$25,000,000→ $0
Accounts Payable and Accrued Expenses$14,818,445$17,469,922▲ $2,651,477
Grants Payable$4,870,284$6,576,745▲ $1,706,461
Other Liabilities$3,267,707$3,103,016▼ $164,691
Deferred Revenue$1,779,496$2,071,797▲ $292,301
Total Liabilities$49,735,932$54,221,480▲ $4,485,548
Net Assets / Fund Balance
Unrestricted Net Assets$70,349,268$76,357,669▲ $6,008,401
Temporarily Rstr Net Assets$695,706$2,019,909▲ $1,324,203
Total Net Assets Fund Balance$71,044,974$78,377,578▲ $7,332,604
Total Liabilities and Net Assets / Fund Balance$120,780,906$132,599,058▲ $11,818,152

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,464,256$6,295,237$17,759,493
Land$4,440,000-$4,440,000
Other Land Buildings$316,477$179,148$495,625

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$16,154,308$326,685▲ $2,338,386$718,263$18,101,116
2012$14,790,123$525,743▲ $1,484,244$645,802$16,154,308
2011$15,217,922$546,068▼ $403,984$569,883$14,790,123
2010$13,418,771$301,073▲ $1,748,212$250,134$15,217,922
2009$11,115,033$496,256▲ $2,553,526$746,044$13,418,771
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David WhiteheadSVP & Chief Development OfFT$248,877$86,551$335,428
Patricia D ShannonCFO & SVPFT$230,236$88,028$318,264
Maxine BakerSVP - Impact AreasFT$229,327$62,407$291,734
Jo Ann JenkinsPresident (until 10/28/13)FT$173,462$105,697$279,159
Deborah Briceland-BettsSVP - Federal ProgramsFT$193,262$70,595$263,857
Bonnie SpeedyVP - Tax AideFT$197,284$62,709$259,993
Najeeb UddinInterim VP OperationsFT$177,658$69,134$246,792
Emily AllenVP - Income ProgramFT$182,575$61,950$244,525
Vivian VasalloVP - Housing ProgramFT$184,665$54,012$238,677
Barbara JonesSr Litigation AttorneyFT$173,663$48,227$221,890
Kamili WilsonDirector Strategic Pos & Ext RelationsFT$167,551$48,863$216,414
Robert StarksVP ScsepFT$145,298$36,207$181,505
Deborah ArmentiVP - Operations (until 6/23/13)FT$90,173$47,005$137,178
Lisa Marsh RyersonPresident (as of 10/28/13)FT$46,338$17,281$63,619
Allen DoumaBoard MemberPT-$14,605$14,605
Barbara Ann O'ConnorBoard MemberPT-$4,258$4,258
Kathleen EdmondVice-Chair & Audit ChairPT$4,087-$4,087
J David NelsonChairpersonPT-$3,134$3,134
Ronald DalyBoard MemberPT-$1,792$1,792
Harry E JohnsonBoard MemberPT$1,286-$1,286
Doris KooBoard MemberPT$1,234-$1,234
Neal CutlerBoard MemberPT$824-$824

Board Members and Trustees

NameTitle
Sandra UlshSec/Treas & Finance Chair
Jaime GutierrezBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Chapman Cubine Adams Hussey & AssociatesProfessional Fundraising Firm-$2,755,804
Direct Mail SolutionsCommercial Printing Services-$1,454,398
Lipman Hearne IncMarketing and Communication Services-$1,450,393
Allsource PPSTemporary Staffing Agency-$694,704
Double EnvelopeCommercial Printing Services-$686,278
Revenue and Support

Revenue Composition

Contributions and Grants
$141,215,603
Program Service Revenue
$0
Investment Income
$2,994,156
Other Revenue
$443,533
All Other Contributions
$51,147,431
Change in Net Assets
$1,908,338

Audited Revenue Reconciliation

Revenue per Audited Statements
$144,719,603
Revenue Not Reported on Financial Statements
$-66,311
Revenue Not Reported on Form 990
$50,047,188
Other Revenue Adjustments
$-66,311
Total Revenue per Audited Statements
$194,766,791
Total Revenue per Form 990
$144,653,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,656,367
Other Expenses$42,673,990
Salaries, Compensation, and Employee Benefits$28,440,765
Total Fundraising Expense$17,820,512
Professional Fundraising Fees$973,832

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$52,123,832--$52,123,832
Other Salaries and Wages$16,359,357$2,410,752$2,483,281$21,253,390
Grants to Domestic Orgs$18,532,535--$18,532,535
Fees for Services Other$4,693,807$882,550$128,417$5,704,774
Advertising$1,344,720$444,705$1,988,382$3,777,807
Office Expenses$2,853,352$299,584$76,831$3,229,767
Other Employee Benefits$2,213,653$328,067$337,067$2,878,787
Information Technology$1,035,470$77,789$1,610,970$2,724,229
Occupancy$2,300,208$157,271$67,016$2,524,495
Current Officers, Directors, Trustees, and Key Employees$1,121,068$654,033$335,429$2,110,530
Payroll Taxes$1,121,841$172,423$172,583$1,466,847
Travel$1,032,379$141,587$178,780$1,352,746
Conferences and Meetings$291,104$545,875$196,914$1,033,893
Fees for Services Professional Fundraising--$973,832$973,832
All Other Expenses$503,964$235,814$177,338$917,116
Depreciation Depletion$421,340$271,172$84,952$777,464
Pension Plan Contributions$572,660$75,421$83,130$731,211
Fees for Services Legal$373,182--$373,182
Other Expenses$231,938$82,842$41,755$356,535
Insurance-$159,837-$159,837
Fees for Services Accounting-$128,675-$128,675
Interest$13,213$34,361$2,933$50,507
Total Functional Expenses$2,832,462$0$7,326,527$10,158,989

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$187,287,346
Expenses per Audited Statements$142,744,954
Total Expenses per Form 990$142,744,954
Expenses Not Reported on Form 990$44,542,392
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
95-1985500-501(c)(4)AARP, Inc. charitable work conducted on behalf of the AARP Foundation.$7,369,816
13-3720473-501(c)(3)Grant to support AARP Foundation's intergenerational initiative.$810,000
43-1750256-501(c)(3)Typhoon Haiyan Relief and emergency preparedness for vulnerable older adults.$725,000
55-0825492-501(c)(3)Grant to provide support to 50+ adults in need of food assistance.$625,000
22-2484517-501(c)(3)Grant to support the Platform to Employment initiative.$600,000
36-3673599-501(c)(3)Grant to develop sustainable solutions to older adult hunger.$500,000
23-7447812-501(c)(3)Grant to provide support to 50+ adults in need of food assistance.$350,000
04-2304133-501(c)(3)Grant to support AARP Foundation's hunger initiative.$279,000
91-1215715-501(c)(3)Grant to provide support to the 50+ adults in need of food assistance.$271,655
54-1254491-501(c)(3)Grant to promote AARP Foundation's hunger initiative.$250,000
31-1542973-501(c)(3)Grant to support AARP Foundation's intergenerational initiative.$217,464
36-2862206-501(c)(3)Grant to support AARP Foundation's intergenerational initiative.$206,661
13-1685039-501(c)(3)Typhoon Haiyan Relief in Philippines$200,000
93-0886373-501(c)(3)Grant to promote AARP Foundation's financial capability program.$200,000
52-6048236-501(c)(3)Grant to support AARP Foundation's income initiative.$200,000
23-1365971-501(c)(3)Grant to support AARP Foundation's intergenerational initiative.$200,000
95-4349860-501(c)(3)Grant to support AARP Foundation's intergenerational initiative$167,128
55-6024430-501(c)(3)Grant to promote AARP Foundation's back to work program.$165,200
36-3191202-501(c)(3)Grant to promote AARP Foundation's back to work program.$165,200
51-0240884-501(c)(3)Grant to promote AARP Foundation's back to work program.$165,200
85-0311615-501(c)(3)Grant to promote AARP Foundation's back to work program.$165,200
75-2277475-501(c)(3)Grant to promote AARP Foundation's back to work program.$165,200
57-0734955-501(c)(3)Grant to promote AARP Foundation's back to work program.$165,200
86-0327449-501(c)(3)Grant to promote AARP Foundation's back to work program.$165,186
36-3358690-501(c)(3)Grant to promote AARP Foundation's back to work program.$165,142
86-0345089-501(c)(3)Grant to promote AARP Foundation's back to work program.$164,232
63-0578660-501(c)(3)Grant to promote AARP Foundation's back to work program.$163,700
23-7168438-501(c)(3)Grant to promote AARP Foundation's back to work program.$163,316
59-2097520-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$150,000
04-2103580-501(c)(3)Grant to support the State of Housing for Older Americans research project.$150,000
13-2947657-501(c)(3)Grant to promote AARP Foundation's isolation initiative.$150,000
73-0621888-501(c)(3)Oklahoma tornado relief$125,000
13-6213525-501(c)(3)Grant to promote AARP Foundation's housing initiative.$120,797
13-3783906-501(c)(3)Hurricane Sandy relief$100,000
23-7024262-501(c)(3)Oklahoma tornado relief$100,000
36-3834357-501(c)(3)Grant to support AARP Foundation's income initiative.$80,000
73-1450790-501(c)(3)Oklahoma tornado relief$80,000
73-1100380-501(c)(3)Oklahoma tornado relief$80,000
13-2967277-501(c)(3)Grant to increase SNAP enrollments for the 50+.$75,000
73-0732745-501(c)(3)Oklahoma tornado relief$70,000
75-1785357-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$65,000
53-0196605-501(c)(3)Oklahoma tornado relief$60,000
94-3292281-501(c)(3)Typhoon Haiyan Relief in Philippines$60,000
35-2361640-501(c)(3)Typhoon Haiyan Relief in Philippines$60,000
13-5562351-501(c)(3)Oklahoma tornado relief$60,000
13-3170676-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$50,000
13-3179546-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$50,000
36-2971864-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$50,000
95-3135649-501(c)(3)Donation to provide support to 50+ adults in need of food assist.ance.$50,000
13-3471350-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$50,000
36-3203648-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$50,000
53-0208258-501(c)(3)Donation to promote AARP Foundation's isolation initiative.$36,000
73-0960311-501(c)(3)Oklahoma tornado relief$35,000
30-0396918-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$35,000
54-1796436-501(c)(3)Typhoon Haiyan Relief in Philippines$30,000
73-0754463-501(c)(3)Oklahoma tornado relief$29,000
58-1376648-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$25,000
59-1160221-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$25,000
74-2181456-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$25,000
59-2142315-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$25,000
52-1481008-501(c)(3)Grant to support AARP Foundation's income initiative.$23,169
73-1326994-501(c)(3)Oklahoma tornado relief$20,000
73-1022203-501(c)(3)Oklahoma tornado relief$20,000
02-0222163-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$20,000
53-0208180-501(c)(3)Grant to promote AARP Foundation's housing initiative.$17,000
62-1303822-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$15,000
04-2103594-501(c)(3)Donation to support business plan competition.$13,000
53-0162440-501(c)(3)Donation to support AARP Foundation's isolation initiative.$12,200
52-1584936-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$10,000
54-1150923-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$10,000
38-2156255-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$10,000
43-1208665-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$10,000
55-0882599-501(c)(3)Donation to promote AARP Foundation's isolation initiative.$10,000
68-0121855-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$10,000
33-0072922-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$10,000
56-1352593-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$10,000
75-1822473-501(c)(3)Donation to provide support to 50+ adults in need of food assistance.$10,000
42-1356715-501(c)(3) privateDonation to provide support to 50+ adults in need of food assistance.$10,000
53-0215218-501(c)(7)Donation to support 50+ multigenerational and multicultural outreach.$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$973,832
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$3,103,016

Bond Issues

BondIssuerIssuedIssue PricePurpose
A53-60011312004-10-21$25,000,000Purchase of office space

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$25,000,000$1,311,233--

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, line 4

“AARP Foundation made the following bylaw changes September 10, 2013: Article V.B - Number and Term of Office. Will allow the number of AARP Board Members sitting on the AARP Foundation to change, if AARP would desire. Allows for up to four affiliated members. Deleted Article Xlll, effective date of bylaws for an additional non-affiliated member added in 2012.”

Form 990, Part VI, Section A, line 7A

“The AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. An AARP Foundation director may be removed, with or without cause, by formal action of the Board of Directors, designating a successor.”

Form 990, Part VI, Section A, line 7B

“The AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. An AARP Foundation director may be removed, with or without cause, by formal action of the Board of Directors, designating a successor. The AARP Foundation Bylaws provide that no amendments to the Bylaws adopted by the Foundation may take effect until approved by the AARP Board of Directors.”

Form 990, Part VI, Section B, line 11

“As part of the shared services agreement with AARP, the Form 990 for AARP Foundation ("Foundation") is prepared and reviewed in AARP's internal tax department and reviewed by AARP Foundation's CFO and President and other internal reviewers. The Form 990 is then provided to the AARP Foundation 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 Chief Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Chief Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed.”

Form 990, Part VI, Section B, line 15

“Through its shared services agreement with AARP, AARP Foundation participates in AARP's enterprise-wide compensation reviews. AARP has a competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape in which AARP and its affiliates compete for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third party compensation consulting firm, internal criteria, and an individual's actual performance and contribution. Internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive award programs. This process applies to all employees of the Foundation including the President, CFO, and key employees. For AARP Foundation's president, officers, and key employees, based on the process described above, the officers of the AARP Foundation Board approves adjustments to the president's, officers, and key employees compensation package.”

Form 990, Part VI, Section C, line 18

“AARP Foundation makes its Form 990 available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO.”

Form 990, Part VI, Section C, line 19

“AARP Foundation makes its audited financial statements available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO.”

Filing and Contact Details

Filer

EIN
52-0794300
Phone
2024343399

Signing Officer

Name
Lisa Marsh Ryerson
Title
President
Phone
2024343399
Signed
2014-06-26

Organization Details

Principal Officer
Lisa Marsh Ryerson
Formed
1961
Legal Domicile
Dc
Voting Board Members
10
Independent Board Members
10
Employees
208
Volunteers
41,404
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“The Foundation board has established a board-designated quasi-endowment fund, and has adopted a policy under which certain contributions are designated to the fund. Assets of the quasi-endowment fund are invested in a broadly diversified portfolio spread over multiple asset classes. The board also adopted a spending policy, which permits an annual transfer to operating funds of up to 5% of the previous 12 quarters average quasi-endowment fund balance.”

Part X, Line 2:

“The AARP Foundation is required to record a liability for any material 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 2013 and 2012 since management believes there is no material unrelated business income or material uncertain positions requiring the recognition of a liability.”

Part XI, Line 2D - Other Adjustments:

“AARP Institute (EIN: 52-0788950) financial statement revenues 164,189.”

Part XI, Line 4B - Other Adjustments:

“Rental expense netted against gross rents on Form 990, page 9, line 6b -57,059. Loss on disposal of fixed assets -9,252.”

Part XII, Line 2D - Other Adjustments:

“AARP Institute (EIN: 52-0788950) financial statement expenses 17,348. Rental expense netted against gross rents on Form 990, page 9, line 6b 57,059. Loss on disposal of fixed assets 9,252.”

Raw XML AppendixShowing 400 of 2,011 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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IRS990/InterestGrp/FundraisingAmt02933
IRS990/InterestGrp/ManagementAndGeneralAmt034361
IRS990/InterestGrp/ProgramServicesAmt013213
IRS990/InterestGrp/TotalAmt050507
IRS990/InvestmentIncomeGrp/ExclusionAmt01579895
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01579895
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05236078
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05346751
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0213557
IRS990/InvestmentsProgramRelatedGrp/EOYAmt02619352
IRS990/InvestmentsPubTradedSecGrp/BOYAmt080605384
IRS990/InvestmentsPubTradedSecGrp/EOYAmt078235183
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0212
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt06474385
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016915404
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016220733
IRS990/LandBldgEquipCostOrOtherBssAmt022695118
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt09253
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt046476174
IRS990/LessRentalExpensesGrp/RealAmt057059
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,599,058
Liabilities
$54,221,480
Net assets
$78,377,578
Revenue
$144,653,292
Expenses
$142,744,954
Net income
$1,908,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$728$54.8$673$203$194$8.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$693$57.6$636$175$192$16.7
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$663$60.2$602$203$195$7.81
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$703$55.1$648$254$182$72.6
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$637$54.6$582$187$173$13.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$599$64.8$534$296$187$108
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$439$52.8$387$282$171$111
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$381$57.1$324$274$178$96.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$267$51.9$215$297$163$134
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$48.5$80.7$156$151$4.18
2014Detailed filing. Detailed filing data is available for this year.$136$55.4$80.6$147$145$2.07
2013Detailed filing. Detailed filing data is available for this year.$133$54.2$78.4$145$143$1.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$121$49.7$71.0$140
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$45.6$62.5$139
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$110$47.5$62.7$172