Liabilities / Assets
55th percentile
Higher debt load relative to assets than 55% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.38x
Liabilities / Revenue
27th percentile
Higher debt load relative to revenue than 27% of similar nonprofits.
Net Margin
32nd percentile
Higher net margin than 32% of similar nonprofits.
Top Officer Pay
28th percentile
Higher top officer pay than 28% of similar nonprofits.
Top officer pay equals 0.3% of source-year revenue.
Asset Growth
12th percentile
Faster asset growth than 12% of similar nonprofits.
Revenue Growth
58th percentile
Faster revenue growth than 58% of similar nonprofits.
Balance Sheet
Assets
Down$129,157,960
Down $6,854,680 (-5.0%) from 2014
Net Assets
Up$80,686,774
Up $108,081 (+0.1%) from 2014
Liabilities
Down$48,471,186
Down $6,962,761 (-13%) from 2014
Revenue And Expenses
Revenue
Up$155,682,431
Up $9,072,151 (+6.2%) from 2014
Expenses
Up$151,499,707
Up $6,956,669 (+4.8%) from 2014
Net Income
Up$4,182,724
Up $2,115,482 (+102%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2015 to Dec 31, 2015
- Signed
- May 27, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $468,122,325
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 serves vulnerable people 50+ by creating and advancing effective solutions that help them secure the essentials.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $86,519,797 | $82,238,973 | ▼ $4,280,824 |
| Land, Buildings, and Equipment, Net | $21,078,800 | $19,928,549 | ▼ $1,150,251 |
| Pledges and Grants Receivable | $6,431,092 | $8,290,767 | ▲ $1,859,675 |
| Investments Program Related | $5,048,459 | $5,280,650 | ▲ $232,191 |
| Savings and Temporary Cash Investments | $2,163,143 | $4,283,684 | ▲ $2,120,541 |
| Investments Other Securities | $4,634,943 | $4,118,108 | ▼ $516,835 |
| Cash and Non-Interest-Bearing Accounts | $6,072,134 | $2,888,226 | ▼ $3,183,908 |
| Prepaid Expenses and Deferred Charges | $3,492,478 | $1,778,661 | ▼ $1,713,817 |
| Accounts Receivable | $232,347 | $28,155 | ▼ $204,192 |
| Total Assets | $136,012,640 | $129,157,960 | ▼ $6,854,680 |
| Other Assets Total | $339,447 | $322,187 | ▼ $17,260 |
| Liabilities | |||
| Tax Exempt Bond Liabilities | $25,000,000 | $25,000,000 | → $0 |
| Accounts Payable and Accrued Expenses | $19,457,601 | $12,407,102 | ▼ $7,050,499 |
| Grants Payable | $7,028,486 | $5,346,313 | ▼ $1,682,173 |
| Deferred Revenue | $1,381,555 | $3,171,613 | ▲ $1,790,058 |
| Other Liabilities | $2,566,305 | $2,546,158 | ▼ $20,147 |
| Total Liabilities | $55,433,947 | $48,471,186 | ▼ $6,962,761 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $79,038,267 | $79,520,982 | ▲ $482,715 |
| Temporarily Rstr Net Assets | $1,540,426 | $1,165,792 | ▼ $374,634 |
| Total Net Assets Fund Balance | $80,578,693 | $80,686,774 | ▲ $108,081 |
| Total Liabilities and Net Assets / Fund Balance | $136,012,640 | $129,157,960 | ▼ $6,854,680 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $14,059,405 | $8,677,503 | $22,736,908 |
| Land | $4,440,000 | - | $4,440,000 |
| Other Land Buildings | $1,429,144 | $802,015 | $2,231,159 |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2015 | $17,983,362 | $336,554 | ▼ $328,393 | $852,519 | $17,139,004 |
| 2014 | $18,101,116 | $476,933 | ▲ $190,354 | $785,041 | $17,983,362 |
| 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 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Lisa Marsh Ryerson | President | FT | $317,596 | $119,017 | $436,613 |
| Bonnie Speedy | VP - Tax Aide until 5/15 | FT | $78,579 | $315,764 | $394,343 |
| Patricia D Shannon | CFO & SVP | FT | $276,148 | $87,895 | $364,043 |
| David Whitehead | SVP & Chief Development Officer | FT | $271,985 | $91,333 | $363,318 |
| Deborah Briceland-Betts | SVP - Federal Programs until 6/15 | FT | $104,802 | $206,845 | $311,647 |
| Robert Starks | VP - SCSEP until 4/15 | FT | $52,422 | $249,477 | $301,899 |
| Jean Constantine-Davis | SR. Attorney - Litigation until 4/15 | FT | $53,984 | $246,254 | $300,238 |
| Barbara Quaintance | Managing Director - Experience Corps | FT | $219,611 | $73,239 | $292,850 |
| Najeeb Uddin | VP - Technology & Operation | FT | $205,679 | $84,647 | $290,326 |
| Lester Strong | VP - Experience Corps | FT | $201,397 | $78,414 | $279,811 |
| Emily S Allen | VP - Income Program | FT | $201,948 | $67,977 | $269,925 |
| Stephen Venute | VP - Corp & Fdn Relations | FT | $189,637 | $64,213 | $253,850 |
| Corey Hastings | VP - Scsep | FT | $172,440 | $57,935 | $230,375 |
| Barbara Ann O'Connor | Board Member | PT | - | $7,060 | $7,060 |
| Neal Cutler | Board Member | PT | $2,928 | - | $2,928 |
| Kathleen Edmond | Audit Chair | PT | $1,834 | - | $1,834 |
| Diane Pratt | Chairperson | PT | - | $1,565 | $1,565 |
| Harry E Johnson | Board Member | PT | $1,217 | - | $1,217 |
| Catherine Alicia Georges | Board Member | PT | - | $690 | $690 |
Board Members and Trustees
| Name | Title |
|---|---|
| Sandra Ulsh | Sec/Treas & Finance Chair |
| Jaime Gutierrez | Vice Chair |
| Lloyd Johnson | Board Member |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Wunderman | Marketing Agency | 3 Columbus Circle, New York, NY 10019 | $1,271,047 |
| Double Envelope | Commercial Printing Services | 7702 Plantation Road, Roanoke, VA 24019 | $1,118,531 |
| Hager Sharp Inc | Communications Firm | 1030 15th Street NW Ste 600E, Washington, DC 20005 | $1,102,647 |
| Miami Dolphins LTD | Volunteer Engagement See Schedule O | 7500 SW 30th Street, Davie, FL 33314 | $1,052,499 |
| CP Direct Inc | Commercial Printing Services | 4600A Boston Way, Lanham, MD 20706 | $822,131 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $152,271,399
- Program Service Revenue
- $212,938
- Investment Income
- $3,494,652
- Other Revenue
- $-296,558
- All Other Contributions
- $52,580,089
- Change in Net Assets
- $4,182,724
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $155,466,788
- Revenue Not Reported on Financial Statements
- $215,643
- Revenue Not Reported on Form 990
- $51,895,493
- Other Revenue Adjustments
- $215,643
- Total Revenue per Audited Statements
- $207,362,281
- Total Revenue per Form 990
- $155,682,431
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $68,361,974 |
| Other Expenses | $46,153,094 |
| Salaries, Compensation, and Employee Benefits | $35,832,564 |
| Total Fundraising Expense | $18,169,330 |
| Professional Fundraising Fees | $1,152,075 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $57,134,017 | - | - | $57,134,017 |
| Other Salaries and Wages | $21,537,337 | $2,783,643 | $2,998,838 | $27,319,818 |
| Grants to Domestic Orgs | $10,512,957 | - | - | $10,512,957 |
| Fees for Services Other | $3,889,870 | $718,796 | $786,942 | $5,395,608 |
| Advertising | $1,886,277 | $171,573 | $1,383,526 | $3,441,376 |
| Office Expenses | $3,224,074 | $53,722 | $15,716 | $3,293,512 |
| Other Employee Benefits | $2,355,427 | $489,795 | $386,108 | $3,231,330 |
| Occupancy | $2,470,058 | $157,443 | $88,045 | $2,715,546 |
| Current Officers, Directors, Trustees, and Key Employees | $1,404,171 | $806,635 | $363,318 | $2,574,124 |
| Information Technology | $1,407,443 | $87,806 | $617,642 | $2,112,891 |
| Conferences and Meetings | $1,907,339 | $151,793 | $18,614 | $2,077,746 |
| Payroll Taxes | $1,450,292 | $192,285 | $190,217 | $1,832,794 |
| Travel | $1,473,045 | $122,894 | $152,306 | $1,748,245 |
| Depreciation Depletion | $1,015,627 | $333,966 | $165,279 | $1,514,872 |
| Fees for Services Professional Fundraising | - | - | $1,152,075 | $1,152,075 |
| All Other Expenses | $668,758 | $284,620 | $167,675 | $1,121,053 |
| Pension Plan Contributions | $685,652 | $89,608 | $99,238 | $874,498 |
| Foreign Grants | $715,000 | - | - | $715,000 |
| Other Expenses | $249,156 | $88,330 | $44,956 | $382,442 |
| Fees for Services Accounting | - | $152,375 | - | $152,375 |
| Fees for Services Legal | $91,580 | - | - | $91,580 |
| Interest | $6,525 | $2,390 | $1,215 | $10,130 |
| Total Functional Expenses | $4,206,275 | $0 | $7,921,165 | $12,127,440 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $206,336,427 |
| Expenses per Audited Statements | $151,499,707 |
| Total Expenses per Form 990 | $151,499,707 |
| Expenses Not Reported on Form 990 | $54,836,720 |
| Expenses Not Reported on Financial Statements | $0 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| AARP Inc | Washington, DC | 501(c)(4) | AARP, Inc. charitable work conducted on behalf of the AARP Foundation. | $5,105,055 |
| LA Kitchen | Los Angeles, CA | 501(c)(3) | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | $550,000 |
| Chicago Cook Workforce | Chicago, IL | 501(c)(3) | Grant to support AARP Foundation's Back to Work 50+ program. | $450,000 |
| Youth Co-Op Inc | Miami, FL | 501(c)(3) | Grant to support AARP Foundation's Back to Work 50+ program. | $450,000 |
| National Able Network | Chicago, IL | 501(c)(3) | Grant to support AARP Foundation's Back to Work 50+ program. | $329,844 |
| Outreach Inc | Union, IA | 501(c)(3) | Donation to provide support to 50+ adults in need of food assistance. | $300,000 |
| More Than Wheels | Keene, NH | 501(c)(3) | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | $261,400 |
| Feeding Children Everywhere Inc | Longwood, FL | 501(c)(3) | Grant to support AARP Foundation's Hunger program. | $257,128 |
| Access Hears Inc | Baltimore, MD | 501(c)(3) | Grant to support AARP Foundation's Isolation program. | $250,000 |
| Generations Incorporated | Boston, MA | 501(c)(3) | Grant to support Experience Corps mentoring and tutoring program. | $202,870 |
| DoSomething - Grandparents | New York, NY | 501(c)(3) | Grant to support AARP Foundation's Isolation program. | $191,000 |
| ArapahoeDouglas Works | New York, NY | 501(c)(6) | Grant to support AARP Foundation's Back to Work 50+ program. | $150,000 |
| Root Cause Coalition | Washington, DC | 501(c)(3) | Donation to support AARP Foundation's Hunger program. | $150,000 |
| Top Box Foods - Capacity Building | Chicago, IL | 501(c)(3) | Donation to support AARP Foundation's Hunger program. | $150,000 |
| Uplift Solutions Inc | Westville, NJ | 501(c)(3) | Donation to support AARP Foundation's Hunger program. | $150,000 |
| Westchester PublicPrivate Partnership for Aging Services | Mount Vernon, NY | 501(c)(3) | Grant to support AARP Foundation's Isolation program. | $150,000 |
| Elder Law Community Engagement | Baton Rouge, LA | 501(c)(3) | Grant to support AARP Foundation's Isolation program. | $115,500 |
| ReServe Dementia Care Coaches | New York, NY | 501(c)(3) | Grant to support AARP Foundation's Isolation program. | $107,727 |
| Volunteers of America Minnesota | Minneapolis, MN | 501(c)(3) | Grant to support Experience Corps mentoring and tutoring program. | $99,092 |
| Harvard University | Cambridge, MA | 501(c)(3) | Grant to suport the State of Housing for Older Americans research project. | $90,000 |
| Chicanos Por La Causa | Phoenix, AZ | 501(c)(3) | Grant to support AARP Foundation's Housing program. | $75,000 |
| Johns Hopkins University | Baltimore, MD | 501(c)(3) | Grant to support AARP Foundation's housing program. | $75,000 |
| Aspiranet | South San Francisco, CA | 501(c)(3) | Grant to support Experience Corps mentoring and tutoring program. | $71,291 |
| MIT Sloan School of Management | Cambridge, MA | 501(c)(3) | Grant to support AARP Foundation's Back to Work 50+ program. | $63,800 |
| Trustees of Tufts College | Medford, MA | 501(c)(3) | Donation to support AARP Foundation's Hunger program. | $62,779 |
| Metropolitan Family Service | Portland, OR | 501(c)(3) | Grant to support Experience Corps mentoring and tutoring program. | $59,876 |
| Santa Fe College | Gainesville, FL | 501(c)(3) | Grant to support AARP Foundation's Back to Work 50+ program. | $54,150 |
| Anne Arundel County | Annapolis, MD | Government Entity | Grant to support AARP Foundation's Back to Work 50+ program. | $50,000 |
| Sacramento Employment & Training Agency | Sacramento, CA | Government Entity | Grant to support AARP Foundation's Back to Work 50+ program. | $50,000 |
| Workforce Connections | La Crosse, WI | 501(c)(3) | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | $50,000 |
| Atlanta Technical College Foundation Inc | Atlanta, GA | 501(c)(3) | Grant to support AARP Foundation's Back to Work 50+ program. | $43,736 |
| George Washington School of Nursing Center for Aging Health and Humanities | Washington, DC | 501(c)(3) | Grant to support AARP Foundation's Isolation program. | $42,446 |
| California Coalition for Rural Housing | Sacramento, CA | 501(c)(3) | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | $40,000 |
| Catholic Charities - Stockton | Stockton, CA | 501(c)(3) | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | $40,000 |
| National Telemarketing Victim Call Center | Los Angeles, CA | 501(c)(3) | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | $40,000 |
| WISE & Healthy Aging | Santa Monica, CA | 501(c)(3) | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | $40,000 |
| Yolo County District Attorney | Woodland, CA | Government Entity | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | $40,000 |
| Elder Law & Advocacy | San Diego, CA | 501(c)(3) | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | $38,290 |
| Peterson Garden Project | Chicago, IL | 501(c)(3) | Grant to support AARP Foundation's Isolation program. | $34,509 |
| Cuyahoga County Public Library | North Olmsted, OH | Government Entity | Grant to support AARP Foundation's Income Security program. | $25,000 |
| Jacksonville Public Library | Jacksonville, FL | Government Entity | Grant to support AARP Foundation's Income Security program. | $25,000 |
| Library Foundation of Los Angeles | Los Angeles, CA | 501(c)(3) | Grant to support AARP Foundation's Opening Doors to Financial Opportunity program. | $25,000 |
| Shriver Center | Chicago, IL | 501(c)(3) | General support. | $25,000 |
| University of Arkansas Foundation Inc | Fayetteville, AR | 501(c)(3) | Donation to support AARP Foundation's Hunger program. | $25,000 |
| Eastern Florida State College | Melbourne, FL | government entity | Grant to support AARP Foundation's Back to Work 50+ program. | $22,242 |
| Atlanta Community Food Bank | Atlanta, GA | 501(c)(3) | Donation to provide support to 50+ adults in need of food assistance. | $20,000 |
| Alliance to End Hunger | Washington, DC | 501(c)(3) | Donation to provide support to 50+ adults in need of food assistance. | $15,000 |
| Grantmakers in Aging | Arlington, VA | 501(c)(3) | Donation to support GIA conference. | $15,000 |
| United Healthcare Children's Foundation | Minneapolis, MN | 501(c)(3) | Sponsorship to support Hunger program. | $15,000 |
| Community Service Society of New York | New York, NY | 501(c)(3) | Grant to support Experience Corps mentoring and tutoring program. | $13,984 |
| Meals on Wheels Association of America | Alexandria, VA | 501(c)(3) | Grant to support AARP Foundation's Hunger program. | $12,500 |
| New York City Coalition Against Hunger | New York, NY | 501(c)(3) | Donation to provide support to 50+ adults in need of food assistance. | $10,500 |
| Grants Managers Network | Washington, DC | 501(c)(3) | Donation for organizational capacity support. | $10,000 |
| Massachusetts Institute of Technology | Cambridge, MA | 501(c)(3) | Donation for business plan competition. | $10,000 |
| National Academy of Elder Law Attorneys | Vienna, VA | 501(c)(3) | Grant to support the National Law and Aging Institute. | $10,000 |
| Public Broadcasting Service | Arlington, VA | 501(c)(3) | Grant to support Experience Corps mentoring and tutoring program. | $10,000 |
| Santa Fe Community College | Santa Fe, NM | 501(c)(3) | Grant to support AARP Foundation's Back to Work 50+ program. | $8,740 |
| City of Tempe | Tempe, AZ | 501(c)(3) | Grant to support Experience Corps mentoring and tutoring program. | $8,677 |
| Austin Community College | Austin, TX | 501(c)(3) | Grant to support AARP Foundation's Back to Work 50+ program. | $8,101 |
| America's Second Harvest of Big Bend Inc | Tallahassee, FL | 501(c)(3) | Donation to provide support to 50+ adults in need of food assistance. | $6,000 |
| Greater Cleveland Volunteers | Cleveland, OH | 501(c)(3) | Grant to support Experience Corps mentoring and tutoring program. | $5,615 |
International Summary
- Offices
- 0
- Employees
- 0
- Spending
- $0
International Compliance
- Foreign grant records maintained
- No
- Activity in boycott countries
- No
- Foreign corporation ownership
- No
- Foreign partnership interest
- No
- Interest in foreign trust
- No
- Passive foreign investment company interest
- No
- Transfers to foreign corporations
- No
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- Yes
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $1,152,075 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Charitable gift annuity liability | $2,546,158 |
Bond Issues
| Bond | Issuer | Issued | Issue Price | Purpose |
|---|---|---|---|---|
| A | District of Columbia | 2004-10-21 | $25,000,000 | Purchase of office space |
Bond Proceeds
| Bond | Total Proceeds | Spent | Retired | Issuance 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
“Pursuant to Article V(B) of the By-Laws of AARP Foundation, the board members are able to serve for a fourth two-year term, bringing the total length of time they can serve to 8 years. Pursuant to Article VI(B)(1)(a) of the By-Laws of AARP Foundation, the Foundation President will also serve on the Selection Committee.”
Form 990, Part VI, Section A, line 7A
“The AARP Board of Directors appoints up to ten (10) voting members of the AARP Foundation Board of Directors. Six (6) of the AARP Foundation Board members shall be unaffiliated to AARP and up to four (4) of the AARP Foundation Board members may be current AARP Board members.”
Form 990, Part VI, Section A, line 7B
“The AARP Board of Directors appoints up to ten (10) voting members of the AARP Foundation Board of Directors. Six (6) of the AARP Foundation Board members shall be unaffiliated to AARP and up to four (4) of the AARP Foundation Board members may be current AARP Board members. An AARP Foundation Board member may be removed, with or without cause, by formal action of the AARP Foundation 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
“The Form 990 for AARP Foundation ("Foundation") 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 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 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 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 AARP Foundation Board Chair approves adjustments to the president's compensation package; compensation packages for other officers and key employees are approved by the Strategy & Governance Committee.”
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.”
Part VII, Sec. A, Officers, Key Employees and Highest Compensated Employees
“AARP Foundation has a standard 40 hour work week and are the average hours disclosed on Form 990. Officers, key employees, and highest compensated employees often work in excess of that amount.”
Part VII, Sec. B, Independent Contractors
“AARP Foundation entered into a Community Program Agreement with the Miami Dolphins, Ltd., a Florida limited partnership, and South Florida Stadium LLC, a Florida limited liability company, (collectively the "Dolphins Parties") on May 1, 2014. As AARP Foundation and the Dolphins Parties have a mutual interest in the well-being of the 50+ year old community in the South Florida area, and particularly in engaging volunteers to serve the lower income 50+ community through charitable programs, the Agreement represents the parties intent to embark on a long term relationship designed to impact the 50+ community in the South Florida area through four (4) key areas: Hunger, Housing, Income and Isolation.”
Filing and Contact Details
Filer
- Filer Name
- AARP Foundation
- EIN
- 52-0794300
- 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
- 1961
- Legal Domicile
- Dc
- Voting Board Members
- 9
- Independent Board Members
- 9
- Employees
- 357
- Volunteers
- 129,458
Preparer
- Firm
- Andersen Tax LLC
- Address
- 1861 INTERNATIONAL DRIVE STE 501, MCLEAN, VA 22102
- Preparer
- Parvin Van Enger
- Phone
- 5713820020
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:
“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 Institute (EIN: 52-0788950) financial statement revenues 261,215. AARP Experience Corps (EIN: 26-3698436) financial statement revenues 2,964,619. Inherent contribution of Experience Corps net assets 773,742.”
Part XI, Line 4B - Other Adjustments:
“Intercompany payment from AARP Institute eliminated in consolidation 215,643.”
Part XII, Line 2D - Other Adjustments:
“AARP Institute (EIN: 52-0788950) financial statement expenses 14,794. AARP Experience Corps (EIN: 26-3698436) financial statement expenses 2,851,370.”
Raw XML AppendixShowing 400 of 1,914 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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 19457601 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 12407102 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 232347 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 28155 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation serves vulnerable people 50+ by creating and advancing effective solutions that help them secure the essentials. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 1383526 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 171573 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 1886277 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 3441376 |
| IRS990/AllOtherContributionsAmt | 0 | 52580089 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 167675 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 284620 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 668758 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 1121053 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Patricia D Shannon |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2024343399 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 601 E Street NW |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Washington |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20049 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 6072134 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2888226 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 1 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 81 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 363318 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 806635 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 1404171 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 2574124 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 18614 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 151793 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 1907339 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 2077746 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 1271047 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 1118531 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 1102647 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 1052499 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 822131 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 3 Columbus Circle |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 7702 Plantation Road |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 1030 15th Street NW Ste 600E |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 7500 SW 30th Street |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 4600A Boston Way |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | New York |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | Roanoke |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | Washington |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | Davie |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | Lanham |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | VA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | FL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | MD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 10019 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 24019 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 20005 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 33314 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 20706 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | Wunderman |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | Double Envelope |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | Hager Sharp Inc |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | Miami Dolphins LTD |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 4 | CP Direct Inc |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Marketing Agency |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | Commercial Printing Services |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | Communications Firm |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | Volunteer Engagement See Schedule O |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | Commercial Printing Services |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 152271399 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 68361974 |
| IRS990/CYInvestmentIncomeAmt | 0 | 3494652 |
| IRS990/CYOtherExpensesAmt | 0 | 46153094 |
| IRS990/CYOtherRevenueAmt | 0 | -296558 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 212938 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 4182724 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 35832564 |
| IRS990/CYTotalExpensesAmt | 0 | 151499707 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 18169330 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 1152075 |
| IRS990/CYTotalRevenueAmt | 0 | 155682431 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 1381555 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 3171613 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 165279 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 333966 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 1015627 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 1514872 |
| IRS990/Desc | 0 | The Senior Community Service Employment Program (SCSEP)-The purpose of SCSEP is to foster individual economic self-sufficiency and promote useful part-time opportunities in community service assignments for unemployed low-income persons who are 55 years of age or older, and to increase the number of older persons with unsubsidized employment in both the public and private sectors. In program year 2014/2015 more than 12,900 people were served. www.aarpworksearch.org |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 357 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/EscrowAccountInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 74578072 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditPerformedInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 1 |
| IRS990/FederatedCampaignsAmt | 0 | 115555 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 152375 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 152375 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 91580 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 91580 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 786942 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 718796 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 3889870 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 5395608 |
| IRS990/FeesForServicesProfFundraising/FundraisingAmt | 0 | 1152075 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 1152075 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignGrantsGrp/ProgramServicesAmt | 0 | 715000 |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 715000 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 15 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 16 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 17 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 18 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 19 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 20 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 21 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 21 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 95008 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 87578 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 95681 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 60799 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 73425 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 93991 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 26889 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 83141 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 41189 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 24998 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 94015 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 93943 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 21 | 75493 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Diane Pratt |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Jaime Gutierrez |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Sandra Ulsh |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Kathleen Edmond |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Neal Cutler |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Catherine Alicia Georges |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Harry E Johnson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Lloyd Johnson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Barbara Ann O'Connor |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Lisa Marsh Ryerson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Patricia D Shannon |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | David Whitehead |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Deborah Briceland-Betts |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Corey Hastings |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Najeeb Uddin |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | Robert Starks |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | Emily S Allen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | Bonnie Speedy |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | Jean Constantine-Davis |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | Barbara Quaintance |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | Lester Strong |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | Stephen Venute |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 1834 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 2928 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 1217 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 407643 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 342503 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 333675 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 288760 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 208864 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 261161 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 297805 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 248494 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 384437 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 296401 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 266367 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 253944 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 21 | 238095 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 1565 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 690 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 7060 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 1179 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 27284 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 25087 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 21 | 2393 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Chairperson |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Sec/Treas & Finance Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Audit Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | CFO & SVP |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | SVP & Chief Development Officer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | SVP - Federal Programs until 6/15 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | VP - SCSEP |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | VP - Technology & Operation |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | VP - SCSEP until 4/15 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | VP - Income Program |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | VP - Tax Aide until 5/15 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | SR. Attorney - Litigation until 4/15 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | Managing Director - Experience Corps |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | VP - Experience Corps |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 21 | VP - Corp & Fdn Relations |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1961 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1815402 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GovernmentGrantsAmt | 0 | 80090111 |
| IRS990/GrantAmt | 0 | 56838275 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 7028486 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 5346313 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 57134017 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 57134017 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 10512957 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 10512957 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 314255296 |
| IRS990/GrossReceiptsAmt | 0 | 468122325 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 9 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 89 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 617642 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 87806 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 1407443 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 2112891 |
| IRS990/InterestGrp/FundraisingAmt | 0 | 1215 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 2390 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 6525 |
| IRS990/InterestGrp/TotalAmt | 0 | 10130 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1679250 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1679250 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 4634943 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 4118108 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 5048459 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 5280650 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 86519797 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 82238973 |
| IRS990/InvestTaxExemptBondsInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 226 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/JointCostsInd | 0 | X |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 9479518 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 21078800 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 19928549 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 29408067 |
| IRS990/LegalDomicileStateCd | 0 | DC |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 312439894 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 1 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 80578693 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 80686774 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 1815402 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1815402 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -4074643 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 88045 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 157443 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 2470058 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 2715546 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 15716 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 53722 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 3224074 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 3293512 |
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.
- Assets
- $129,157,960
- Liabilities
- $48,471,186
- Net assets
- $80,686,774
- Revenue
- $155,682,431
- Expenses
- $151,499,707
- Net income
- $4,182,724