Civic Intelligence

AARP Foundation

990 • Fiscal year 2017 • EIN 52-0794300

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

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

27th percentile

0.15x

Higher debt load relative to assets than 27% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

20th percentile

0.21x

Higher debt load relative to revenue than 20% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Net Margin

90th percentile

35%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

96th percentile

43%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-7.9%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Assets

Up

$380,917,771

Up $114,332,808 (+43%) from 2016

Net Assets

Up

$323,808,478

Up $109,081,789 (+51%) from 2016

Liabilities

Up

$57,109,293

Up $5,251,019 (+10%) from 2016

Revenue

Down

$273,794,980

Down $23,425,639 (-7.9%) from 2016

Expenses

Up

$177,579,018

Up $14,448,912 (+8.9%) from 2016

Net Income

Down

$96,215,962

Down $37,874,551 (-28%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$380,917,771
Liabilities$57,109,293
Net Assets$323,808,478

Operations Trend

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

2017

Revenue$273,794,980
Expenses$177,579,018
Net Income$96,215,962
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$451,124,618
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
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$213,166,122$331,745,898▲ $118,579,776
Land, Buildings, and Equipment, Net$18,518,486$17,191,310▼ $1,327,176
Accounts Receivable$9,111,364$10,679,220▲ $1,567,856
Savings and Temporary Cash Investments$9,693,155$6,435,695▼ $3,257,460
Investments Program Related$5,518,474$5,728,157▲ $209,683
Investments Other Securities$4,137,331$3,318,160▼ $819,171
Cash and Non-Interest-Bearing Accounts$1,405,288$2,751,768▲ $1,346,480
Prepaid Expenses and Deferred Charges$2,352,309$2,224,721▼ $127,588
Pledges and Grants Receivable$2,377,507$555,175▼ $1,822,332
Total Assets$266,584,963$380,917,771▲ $114,332,808
Other Assets Total$304,927$287,667▼ $17,260
Liabilities
Tax Exempt Bond Liabilities$25,000,000$25,000,000→ $0
Accounts Payable and Accrued Expenses$13,966,872$14,917,969▲ $951,097
Grants Payable$7,007,231$9,114,773▲ $2,107,542
Deferred Revenue$3,787,173$6,073,491▲ $2,286,318
Other Liabilities$2,096,998$2,003,060▼ $93,938
Total Liabilities$51,858,274$57,109,293▲ $5,251,019
Net Assets / Fund Balance
Permanently Rstr Net Assets$123,040,731$223,796,000▲ $100,755,269
Unrestricted Net Assets$89,237,268$97,074,980▲ $7,837,712
Temporarily Rstr Net Assets$2,448,690$2,937,498▲ $488,808
Total Net Assets Fund Balance$214,726,689$323,808,478▲ $109,081,789
Total Liabilities and Net Assets / Fund Balance$266,584,963$380,917,771▲ $114,332,808

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,711,859$11,025,049$22,736,908
Land$4,440,000-$4,440,000
Other Land Buildings$1,039,451$1,284,195$2,323,646

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$141,651,935$76,682,864▲ $26,913,632$888,261$244,360,170
2016$17,139,004$116,229,945▲ $9,190,695$907,709$141,651,935
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa Marsh RyersonPresidentFT$288,047$115,178$403,225
Patricia D ShannonCFO & Senior Vice PresidentFT$300,151$97,170$397,321
David WhiteheadSVP & Chief Development OfficerFT$263,358$89,415$352,773
Emily S AllenVP - Income ProgramFT$245,331$74,979$320,310
William a RiveraSenior Vice President of LitigationFT$228,362$58,185$286,547
Corey HastingsVP - ScsepFT$197,893$67,350$265,243
Keanne C HenryVP Experience CorpsFT$197,893$60,821$258,714
Stephen VenuteVP - Corp & Foundation RelationsFT$194,823$60,571$255,394
Barbara JonesSenior AttorneyFT$186,931$68,335$255,266
Veronica CoatesManager-technology Tax Aide ProgramFT$69,845$168,537$238,382
Steven DelvecchioVP - Direct ResponseFT$119,448$50,649$170,097
Neal LaneBoard MemberPT-$5,768$5,768
Ronald E Daly SrBoard MemberPT-$3,929$3,929
Lloyd JohnsonBoard ChairPT-$2,507$2,507
Timothy M KellyBoard MemberPT-$987$987

Board Members and Trustees

NameTitle
Harry E JohnsonSecretary/treasurer & Finance Chair
Jaime GutierrezBoard Vice Chair / Audit Chair
Ann DawBoard Member
David AdameBoard Member
Diane D MillerBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Hirschfeld Marketing SolutionsMeal Pack Marketing and Operations18540 Starcreek Dr, Cornelius, NC 28031$1,954,958
GraceWorkz LLCIT Printer Service and Imaging Supplies1311 W Badger Rd, Madison, WI 53713$1,570,855
Miami Dolphins LTDVolunteer Engagement See Schedule O7500 SW 30th Street, Davie, FL 33314$1,425,271
Mediacom Worldwide IncMedia Outreach Optimization498 Seventh Ave, New York, NY 10018$1,210,416
CP Direct IncCommercial Printing Services4600A Boston Way, Lanham, MD 20706$1,056,870
Revenue and Support

Revenue Composition

Contributions and Grants
$249,808,214
Program Service Revenue
$786,189
Investment Income
$23,345,884
Other Revenue
$-145,307
All Other Contributions
$59,182,115
Change in Net Assets
$96,215,962

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$39,824High / Low Average
Total Noncash Contributions5$39,824-

Audited Revenue Reconciliation

Revenue per Audited Statements
$272,922,852
Revenue Not Reported on Financial Statements
$872,128
Revenue Not Reported on Form 990
$72,822,513
Other Revenue Adjustments
$872,128
Total Revenue per Audited Statements
$345,745,365
Total Revenue per Form 990
$273,794,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,304,202
Other Expenses$57,247,010
Salaries, Compensation, and Employee Benefits$37,211,253
Total Fundraising Expense$19,520,240
Professional Fundraising Fees$816,553

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$59,049,709--$59,049,709
Other Salaries and Wages$22,252,612$3,774,876$3,326,956$29,354,444
Grants to Domestic Orgs$23,254,493--$23,254,493
Fees for Services Other$5,119,227$1,731,371$351,036$7,201,634
Advertising$2,610,780$2,061,206$1,112,789$5,784,775
Office Expenses$4,736,957$21,608$34,049$4,792,614
Conferences and Meetings$3,059,822$119,823$17,568$3,197,213
Other Employee Benefits$2,271,414$444,135$338,504$3,054,053
Occupancy$2,470,521$154,237$80,722$2,705,480
Information Technology$1,297,341$302,058$632,026$2,231,425
Current Officers, Directors, Trustees, and Key Employees$872,100$800,545$352,773$2,025,418
Payroll Taxes$1,407,465$280,115$203,826$1,891,406
Travel$1,594,080$173,823$105,304$1,873,207
Depreciation Depletion$822,849$389,653$176,923$1,389,425
All Other Expenses$438,952$432,828$142,375$1,014,155
Pension Plan Contributions$674,422$115,587$95,923$885,932
Fees for Services Professional Fundraising--$816,553$816,553
Fees for Service Investment Mgmnt Fees-$721,128-$721,128
Other Expenses$408,586$23,684$21,043$453,313
Interest$130,451$56,019$28,278$214,748
Fees for Services Accounting$45$156,950-$156,995
Fees for Services Legal$73,369--$73,369
Total Functional Expenses$4,149,338$0$8,710,279$12,859,617

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$236,659,500
Total Expenses per Form 990$177,579,018
Expenses per Audited Statements$176,857,890
Expenses Not Reported on Form 990$59,801,610
Expenses Not Reported on Financial Statements$721,128
Other Expense Adjustments$721,128
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
AarpWashington, DC501(c)(4)AARP charitable work conducted on behalf of the AARP Foundation.$4,927,250
TX Association of Community Action AgencyAustin, TX501(c)(3)AARP Foundation Disaster Relief Grant.$1,325,000
Rebuilding Together HoustonHouston, TX501(c)(3)AARP Foundation Disaster Relief Grant.$1,195,000
Generations IncorporatedBoston, MA501(c)(3)Grant to support AARP Foundation's Experience Corps program.$1,048,229
Read to Succeed Buffalo IncBuffalo, NY501(c)(3)Grant to support AARP Foundation's Experience Corps program.$803,917
Consumer Credit Counseling Service of Delaware Valley dba ClarifiPhildelphia, PA501(c)(3)Grant to support AARP Foundation's Income Security program.$615,000
Cedars-Sinai Medical Care FoundationBeverly Hills, CA501(c)(3)Grant to support AARP Foundation's Isolation program.$609,858
Nonprofits Assistance Funds (MAPS)St Paul, MN501(c)(3)Grant to support AARP Foundation's Experience Corps program.$563,806
AspiranetSouth San Francisco, CA501(c)(3)Grant to support AARP Foundation's Experience Corps afterschool program.$542,858
Sacramento Chinese Community Service CenterSacramento, CAGovernment EntityGrant to support AARP Foundation's Experience Corps program.$539,108
United Way of Central Georgia IncMacon, GA501(c)(3)Grant to support AARP Foundation's Experience Corps program.$481,866
Strong Food LA KitchenLos Angeles, CA501(c)(3)Grant to support AARP Foundation's Food Security program.$450,000
Dartmouth CollegeHanover, NH501(c)(3)Grant to support AARP Foundation's Isolation program.$447,444
United Way California Capital RegionSacramento, CA501(c)(3)Grant to support AARP Foundation's Experience Corps program.$372,435
Elder Services of Merrimack ValleyLawrence, MA501(c)(3)Grant to support AARP Foundation's Food Security program.$370,807
Youth Co-OpMiami, FL-Grant to support AARP Foundation's Back to Work 50+ program.$360,000
Council of Independent CollegesWashington, DC501(c)(3)Grant to support AARP Foundation's Intergenerational programs.$326,364
State of Mississippi -University of Mississippi Medical Center - UniveristyJackson, MS501(c)(3)Grant to support AARP Foundation's Housing program.$322,773
Children's InitiativeSan Diego, CAGovernment EntityGrant to support AARP Foundation's Experience Corps program.$306,852
Corporation for Supportive HousingNew York, NY501(c)(3)Grant to support AARP Foundation's Housing program.$300,000
Financial Innovations Center Inc dba Center for Financial Services InformChicago, IL501(c)(3)Grant to support AARP Foundation's Income Security program.$300,000
Austin Community College DistrictAustin, TX501(c)(3)Grant to support AARP Foundation's Back to Work 50+ program.$267,117
Jefferson State Community CollegeBirmingham, AL501(c)(3)Grant to support AARP Foundation's Back to Work 50+ program.$257,487
Chicago Cook Workforce PartnerChicago, IL501(c)(3)Grant to support AARP Foundation's Back to Work 50+ program.$256,500
Community ServingsJamaica, MA501(c)(3)Grant to support AARP Foundation's Food Security program.$250,000
HelpAge USAWashington, DC501(c)(3)AARP Foundation Disaster Relief Grant.$200,000
Santa Fe CollegeGainesville, FL501(c)(3)Grant to support AARP Foundation's Back to Work 50+ program.$180,234
Eastern Florida State CollegeCocoa, FL501(c)(3)Grant to support AARP Foundation's Back to Work 50+ program.$158,950
Metropolitan Family ServiceHillsboro, OR501(c)(3)Grant to support AARP Foundation's Experience Corps program.$156,455
National Older Adult Worker Career CenterArlington, VA501(c)(3)Grant to support AARP Foundation's Workforce program.$150,000
Womens Institute for a Secure RetirementWashington, DC-Grant to support AARP Foundation's Income Security program.$150,000
City of TempeTempe, AZ501(c)(3)Grant to support AARP Foundation's Experience Corps afterschool program.$134,811
Career Source BrevardRockledge, FL501(c)(3)Grant to support AARP Foundation's Back to Work 50+ program.$131,969
SEIU HealthcareRenton, WAGovernment EntityGrant to support AARP Foundation's Workforce program.$114,499
Parents Health FoundationLaguna Hills, CA501(c)(3)Grant to support AARP Foundation's Experience Corps program.$112,789
Johns Hopkins UniversityBaltimore, MD501(c)(3)Grant to support AARP Foundation's Housing program.$110,000
Foundation for Puerto RicoSan Juan, PR501(c)(3)AARP Foundation Disaster Relief Grant.$100,000
Fundacion Angel RamosSan Juan, PR501(c)(3)AARP Foundation Disaster Relief Grant.$100,000
Fundacion Fondo de Acceso a la JusticiaSan Juan, PR501(c)(3)AARP Foundation Disaster Relief Grant.$100,000
Greater Houston Community FoundationHouston, TX501(c)(3)AARP Foundation Disaster Relief Donation.$100,000
Havard UniversityCambridge, MA501(c)(3)Grant to support AARP Foundation's Housing program.$100,000
Instituto para el Desarrollo Soicioeconomic y d Vivienda de Puerto RicoMayaguez, PR501(c)(3)AARP Foundation Disaster Relief Grant.$100,000
LA's BestLos Angeles, CA501(c)(3)Grant to support AARP Foundation's Experience Corps afterschool program.$100,000
University of CincinnatiCincinnati, OH501(c)(3)Grant to support AARP Foundation's Housing program.$100,000
World Central KitchenWashington, DC-AARP Foundation Disaster Relief Grant.$100,000
Carver Community Organization IncEvansville, IN501(c)(3)Grant to support AARP Foundation's Experience Corps afterschool program.$91,135
Greater Cleveland VolunteersCleveland, OH501(c)(3)Grant to support AARP Foundation's Experience Corps afterschool program.$90,933
Miami Dade CollegeMiami, FL501(c)(3)Grant to support AARP Foundation's Back to Work 50+ program.$89,266
Pima Community CollegeTucson, AZGovernment EntityGrant to support AARP Foundation's Back to Work 50+ program.$80,742
Workforce ConnectionsLas Vegas, NV-Grant to support AARP Foundation's Back to Work 50+ program.$80,000
Sacramento Employment and Training AgencySacramento, CA501(c)(3)Grant to support AARP Foundation's Back to Work 50+ program.$76,000
American National Red Cross - VI Affiliate (dba Cruz Roja Americana)Washington, DC501(c)(3)AARP Foundation Disaster Relief Grant.$75,000
Health Research IncMenands, NY501(c)(3)Grant to support AARP Foundation's Isolation program.$75,000
Hispanic FederationNew York, NY501(c)(3)AARP Foundation Disaster Relief Grant.$75,000
Lutheran Social Services of the Virgin IslandsFrederiksted, VI501(c)(3)AARP Foundation Disaster Relief Grant.$75,000
Real School GardensWashington, DC501(c)(3)Grant for intergenerational work in Baltimore for multiuse open space.$75,000
St Croix FoundationChristiansted, VI501(c)(3)AARP Foundation Disaster Relief Grant.$75,000
Women's Coalition of St CroixPhiladelphia, PA-AARP Foundation Disaster Relief Grant.$75,000
YMCA of the USAChicago, IL-Grant to support AARP Foundation's Isolation program.$75,000
Habitat for Humanity InternationalAmericus, GA501(c)(3)AARP Foundation Disaster Relief Grant.$70,000
Arapahoe Douglas WorksCentennial, COGovernment EntityGrant to support AARP Foundation's Back to Work 50+ program.$66,000
American National Red CrossWashington, DC501(c)(3)AARP Foundation Disaster Relief Grant.$65,000
Santa Fe Community CollegeSanta Fe, NM501(c)(3)Grant to support AARP Foundation's Back to Work 50+ program.$61,883
Tri County Technical College FoundationPendleton, SC501(c)(3)Grant to support AARP Foundation's Back to Work 50+ program.$56,758
Gerontological Society of AmericaWashington, DC501(c)(3)Support for AARP Foundation's Isolation program.$50,585
Grantmakers in AgingArlington, VA501(c)(3)2017 Contribution for programmatic work and conference.$50,000
Jewish Family and Community Services of SW FloridaNaples, FL501(c)(3)AARP Foundation Disaster Relief Grant.$50,000
Legal Aid of Northwest TexasFort Worth, TX501(c)(3)AARP Foundation Disaster Relief Grant.$50,000
Legal Services of the Virgin IslandsSt Croix, VI501(c)(3)AARP Foundation Disaster Relief Grant.$50,000
Lone Star Legal AidHouston, TXGovernment EntityAARP Foundation Disaster Relief Grant.$50,000
Southeast Texas Regional Planning CommissionBeaumont, TX501(c)(3)AARP Foundation Disaster Relief Grant.$50,000
Texas Access to Justice FoundationAustin, TX501(c)(3)AARP Foundation Disaster Relief Grant.$50,000
Texas Rio Grande Legal Aid IncMercedes, TX501(c)(3)AARP Foundation Disaster Relief Grant.$50,000
Alliance for Aging IncMiami, FL501(c)(3)AARP Foundation Disaster Relief Grant.$45,000
Council on Aging of Martin CountyStuart, FL501(c)(3)AARP Foundation Disaster Relief Grant.$45,000
Friendship Centers of SW Florida dba Senior Friendship CentersSarasota, FL501(c)(3)AARP Foundation Disaster Relief Grant.$45,000
Harry Chapin Food Bank of Southwest FloridaFort Myers, FL501(c)(3)AARP Foundation Disaster Relief Grant.$45,000
Heart of Florida United WayOrlando, FL501(c)(3)AARP Foundation Disaster Relief Grant.$45,000
Legal Aid Society of Palm BeachWest Palm Beach, FL501(c)(3)AARP Foundation Disaster Relief Grant.$45,000
Legal Services of Greater MiamiMiami, FL501(c)(3)AARP Foundation Disaster Relief Grant.$45,000
Miami Rescue MissionMiami, FL501(c)(3)AARP Foundation Disaster Relief Grant.$45,000
United Way of Broward CountyFort Lauderdale, FL501(c)(3)AARP Foundation Disaster Relief Grant.$45,000
United Way of Miami-DadeMiami, FL501(c)(3)AARP Foundation Disaster Relief Grant.$45,000
Feeding America Tampa BayTampa, FL501(c)(3)AARP Foundation Disaster Relief Grant.$40,000
Lutheran Social Services of NE FloridaJacksonville, FL501(c)(3)AARP Foundation Disaster Relief Grant.$40,000
Nassau County Council on AgingFernandina, FLGovernment EntityAARP Foundation Disaster Relief Grant.$40,000
Northeast Florida Area Agency on Aging dba EldersourceJacksonville, FL501(c)(3)AARP Foundation Disaster Relief Grant.$40,000
Senior Connection Center PolkTampa, FL501(c)(3)AARP Foundation Disaster Relief Grant.$40,000
St John's Council on AgingSt Augustine, FL501(c)(3)AARP Foundation Disaster Relief Grant.$40,000
Generations UnitedWashington, DC501(c)(3)Grant to support AARP Foundation's Intergenerational programs.$37,500
Agency of Aging of South Central ConnecticutNew Haven, CT501(c)(3)Grant to support AARP Foundation's Experience Corps afterschool program.$35,750
BakerRipleyHouston, TX501(c)(3)AARP Foundation Disaster Relief Grant.$35,000
Bread of Life IncHouston, TX501(c)(3)AARP Foundation Disaster Relief Grant.$35,000
Evelyn Rubenstein Jewish Community CenterHouston, TX501(c)(3)AARP Foundation Disaster Relief Grant.$35,000
Interfaith Ministries for Greater HoustonHouston, TX501(c)(3)AARP Foundation Disaster Relief Grant.$35,000
St Bernard ProjectChalmette, LA501(c)(3)AARP Foundation Disaster Relief Grant.$35,000
The Houston Food BankHouston, TX501(c)(3)AARP Foundation Disaster Relief Grant.$35,000
The Montose CenterHouston, TX501(c)(3)AARP Foundation Disaster Relief Grant.$35,000
YWCA HoustonHouston, TX-AARP Foundation Disaster Relief Grant.$35,000
Rosedale Piggly WigglyRosedale, MS501(c)(3)Grant to support AARP Foundation's Food Security program.$34,769
Three Rivers MarketKnoxville, TN501(c)(3)Grant to support AARP Foundation's Food Security program.$31,444
Asian American Health Coalition of the Greater Houston Area dba Hope ClinicHouston, TX501(c)(3)AARP Foundation Disaster Relief Grant.$30,000
Boat People SOSHouston, TX501(c)(3)AARP Foundation Disaster Relief Grant.$30,000
Chinese Community CenterHouston, TX501(c)(3)AARP Foundation Disaster Relief Grant.$30,000
Organization of Chinese Americans Greater HoustonHouston, TX501(c)(3)AARP Foundation Disaster Relief Grant.$30,000
Social Capital Markets LLCPrinceton, NJ501(c)(3)Sponsorship of the SOCAP17 Annual Conference.$30,000
Trustees of Tufts UniversityBoston, MA501(c)(3)Grant to support AARP Foundation's Food Security program.$24,530
Harlem Business AllianceNew York, NY501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ program.$23,279
Small Business Empowerment CenterSt Louis, MO501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ program.$23,000
Center for Women and EnterpriseBoston, MA501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ program.$20,000
Concordia University - ChicagoRiver Forest, IL501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ program.$20,000
Increase Community Development CorporationColumbus, OH501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ program.$19,994
Good Work NetworkNew Orleans, LA501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ program.$19,976
Winrock InternationalLittle Rock, AR-Grant to support AARP Foundation's Work for Yourself@50+ program.$19,692
University of HartfordHartford, CT501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ program.$19,580
PeoplefundAustin, TX501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ and Disaster Relief.$19,500
MicroEnterprise Resources Initiatives and Training (MERIT)Salem, OR501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ program.$19,447
Wyoming Women's BusinessLaramie, WY-Grant to support AARP Foundation's Work for Yourself@50+ program.$18,822
Mountain BizworksAsheville, NC501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ program.$18,800
Westminster Economic Development Initiative Inc (WEDI)Buffalo, NY-Grant to support AARP Foundation's Work for Yourself@50+ program.$17,090
Jackson Cash & Carry IncJackson, MS501(c)(3)Grant to support AARP Foundation's Food Security program.$16,311
Eastern WV Community and Technical College FoundationMoorefield, WV501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ program.$14,400
West Tennessee Farmers Market IncJackson, TN501(c)(3)Grant to support AARP Foundation's Food Security program.$13,600
Brenda AdcoxMendenhall, MS501(c)(3)Grant to support AARP Foundation's Food Security program.$13,008
Cornerstone AllianceBentor Harbor, MI501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ program.$12,500
Nourish Knoxville IncKnoxville, TN501(c)(3)Grant to support AARP Foundation's Food Security program.$11,370
Operation Pathways IncNew York, NY501(c)(3)Grant to support AARP Foundation's Isolation program.$11,110
WI Women's Business InitiativeMilwaukee, WI-Grant to support AARP Foundation's Work for Yourself@50+ program.$10,500
National Academy of Elder Law AttorneysVienna, VA501(c)(3)Sponsorship of the 2017 National Aging and Law Conference.$10,000
National Consumer Voice for Quality Long Term CareWashington, DC501(c)(3)Sponsorship of the 2017 National Consumer Voice for Quality Long Term Care Conference.$10,000
National Health Law ProgramWashington, DC501(c)(3)Sponsorship of the 2017 NHLP 28th Annual Health Advocates Conference.$10,000
Brookway Market BasketBrookhaven, MS501(c)(3)Grant to support AARP Foundation's Food Security program.$8,839
Memphis TilthMemphis, TN501(c)(3)Grant to support AARP Foundation's Food Security program.$8,784
Rutherford County Farmers MarketMurfreesboro, TNCorporationGrant to support AARP Foundation's Food Security program.$8,533
Comprehensive Housing AssistanceBaltimore, MD501(c)(3)Grant to support AARP Foundation's Isolation program.$8,484
Mathis Peaches & ProduceQuitman, MS501(c)(3)Grant to support AARP Foundation's Food Security program.$8,192
Catholic Charities Inc - Archdiocese of HartfordHartford, CT501(c)(3)Grant to support AARP Foundation's Work for Yourself@50+ program.$8,000
National Housing Law ProjectSan Francisco, CA501(c)(3)Sponsorship of the 2017 National meeting of the National Housing Law Project.$7,500
New Harvest Park Farmers' Market (co Know County Parks & Recreation)Knoxville, TN501(c)(3)Grant to support AARP Foundation's Food Security program.$6,896
Morristown Farmers Market (managed by Crossroads Downtown Partnership)Morristown, TN501(c)(3)Grant to support AARP Foundation's Food Security program.$6,267
The Market Tree of Life CenterClarksville, TNGovernment EntityGrant to support AARP Foundation's Food Security program.$6,181
Pinebelt Association for FamiliesPetal, MS501(c)(3)Grant to support AARP Foundation's Food Security program.$6,064
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$816,553
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Affiliated entityGrantNo$4,927,250
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable gift annuity liability$2,003,060

Bond Issues

BondIssuerIssuedIssue PricePurpose
ADistrict of Columbia2004-10-21$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
No
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 7A

The AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. Up to four of the AARP Foundation Board members may be current AARP Board members. The remaining board members shall be unaffiliated with AARP.

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. Up to four of the AARP Foundation Board members may be current AARP Board members. The remaining board members shall be unaffiliated with AARP. 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 11B

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. 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 discussed by the Strategy and 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 the average hours are 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
2018-11-12
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
366
Volunteers
44,394

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:

Permanently Restricted Endowment In January 2017, the Foundation received a contribution of approximately $76,111,000 from AARP, Inc. for its permanently restricted endowment fund. In accordance with the terms of the donor agreement, the Foundation is required to add all investment income and gains to the balance of this endowment fund until such time as established by the donor. Board Designated Quasi-Endowment The Foundation's unrestricted net assets include amounts designated by its Board of Directors to function as a quasi-endowment fund. In connection with its quasi-endowment fund, the Board has adopted a spending policy, which permits an annual transfer to operating funds up to 5% of the previous 12 quarters' average quasi-endowment fund balance. Assets of both the permanently restricted and quasi-endowment funds are invested in a broadly diversified portfolio spread over multiple asset classes.

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) 165,148.

Part XI, Line 4B - Other Adjustments:

AARP Institute contribution to AARP Foundation 151,000. Investment expenses treated as contra revenue on FS 432,872. Investment expenses from K-1s included in unrealized gain on FS 288,256.

Part XII, Line 2D - Other Adjustments:

AARP Institute (EIN: 52-0788950) 10,072.

Part XII, Line 4B - Other Adjustments:

Investment expenses treated as contra revenue on FS 432,872. Investment expenses from K-1s included in unrealized gain on FS 288,256.

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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/Form990PartVIISectionAGrp/PersonNm14COREY HASTINGS
IRS990/Form990PartVIISectionAGrp/PersonNm15KEANNE C HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm16BARBARA JONES
IRS990/Form990PartVIISectionAGrp/PersonNm17STEPHEN VENUTE
IRS990/Form990PartVIISectionAGrp/PersonNm18VERONICA COATES
IRS990/Form990PartVIISectionAGrp/PersonNm19STEVEN DELVECCHIO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9372309
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10374554
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11321221
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12274271
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13296686
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14241165
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15243141
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16234282
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17239063
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18234592
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19159694
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt02507
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt63929
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt75768
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8987
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt947556
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1112641
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt171421
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1969990
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE CHAIR / AUDIT CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER & FINANCE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO & SENIOR VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP & CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SENIOR VICE PRESIDENT OF LITIGATION
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP - INCOME PROGRAM
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP - SCSEP
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP EXPERIENCE CORPS
IRS990/Form990PartVIISectionAGrp/TitleTxt16SENIOR ATTORNEY
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP - CORP & FOUNDATION RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt18MANAGER-TECHNOLOGY TAX AIDE PROGRAM
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP - DIRECT RESPONSE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt013305801
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt090152206
IRS990/GrantAmt060892351
IRS990/GrantsPayableGrp/BOYAmt07007231
IRS990/GrantsPayableGrp/EOYAmt09114773
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt059049709
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt059049709
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt023254493
IRS990/GrantsToDomesticOrgsGrp/TotalAmt023254493
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0190635439
IRS990/GrossReceiptsAmt0451124618
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt082
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0632026
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0302058
IRS990/InformationTechnologyGrp/ProgramServicesAmt01297341
IRS990/InformationTechnologyGrp/TotalAmt02231425
IRS990/InterestGrp/FundraisingAmt028278
IRS990/InterestGrp/ManagementAndGeneralAmt056019
IRS990/InterestGrp/ProgramServicesAmt0130451
IRS990/InterestGrp/TotalAmt0214748
IRS990/InvestmentIncomeGrp/ExclusionAmt010040083
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010040083
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04137331
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03318160
IRS990/InvestmentsProgramRelatedGrp/BOYAmt05518474
IRS990/InvestmentsProgramRelatedGrp/EOYAmt05728157
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0213166122
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0331745898
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0242
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt012309244
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018518486
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017191310
IRS990/LandBldgEquipCostOrOtherBssAmt029500554
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0177329638
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AARP Foundation addresses senior poverty by sparking bold, innovative solutions that help vulnerable older adults build economic opportunity and social connectedness - fostering resilience, strengthening communities and restoring hope. See Schedule O.We operate at the intersection of collaboration, innovation, legal advocacy and grantmaking, by bringing together industry, government, activists, and volunteers to forge practical approaches that pair brainpower with some serious willpower.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0214726689
IRS990/NetAssetsOrFundBalancesEOYAmt0323808478
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt013305801
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013305801
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012865827
IRS990/NoncashContributionsAmt039824
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt080722
IRS990/OccupancyGrp/ManagementAndGeneralAmt0154237
IRS990/OccupancyGrp/ProgramServicesAmt02470521
IRS990/OccupancyGrp/TotalAmt02705480
IRS990/OfficeExpensesGrp/FundraisingAmt034049
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021608
IRS990/OfficeExpensesGrp/ProgramServicesAmt04736957
IRS990/OfficeExpensesGrp/TotalAmt04792614
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X

Document Assets

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Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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