Civic Intelligence

AARP Foundation

990 • Fiscal year 2019 • EIN 52-0794300

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

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

23rd percentile

0.11x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

22nd percentile

0.22x

Higher debt load relative to revenue than 22% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Net Margin

91st percentile

37%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

95th percentile

36%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

4.9%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Assets

Up

$598,934,811

Up $159,604,066 (+36%) from 2018

Net Assets

Up

$534,169,334

Up $147,589,545 (+38%) from 2018

Liabilities

Up

$64,765,477

Up $12,014,521 (+23%) from 2018

Revenue

Up

$295,801,954

Up $13,719,213 (+4.9%) from 2018

Expenses

Up

$187,425,925

Up $16,502,285 (+9.7%) from 2018

Net Income

Down

$108,376,029

Down $2,783,072 (-2.5%) from 2018

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

2019

Assets$598,934,811
Liabilities$64,765,477
Net Assets$534,169,334

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

2019

Revenue$295,801,954
Expenses$187,425,925
Net Income$108,376,029
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$966,873,763
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$389,129,995$534,768,098▲ $145,638,103
Savings and Temporary Cash Investments$9,850,314$19,697,220▲ $9,846,906
Land, Buildings, and Equipment, Net$15,835,661$14,997,045▼ $838,616
Pledges and Grants Receivable$9,263,625$13,583,525▲ $4,319,900
Investments Program Related$5,900,364$6,165,767▲ $265,403
Investments Other Securities$4,814,593$5,209,704▲ $395,111
Cash and Non-Interest-Bearing Accounts$2,220,950$3,393,270▲ $1,172,320
Prepaid Expenses and Deferred Charges$2,044,836$867,035▼ $1,177,801
Total Assets$439,330,745$598,934,811▲ $159,604,066
Other Assets Total$270,407$253,147▼ $17,260
Liabilities
Accounts Payable and Accrued Expenses$15,212,537$28,012,161▲ $12,799,624
Tax Exempt Bond Liabilities$25,000,000$25,000,000→ $0
Grants Payable$6,177,902$8,532,978▲ $2,355,076
Other Liabilities$3,055,403$3,049,511▼ $5,892
Deferred Revenue$3,305,114$170,827▼ $3,134,287
Total Liabilities$52,750,956$64,765,477▲ $12,014,521
Net Assets / Fund Balance
Net Assets With Donor Restrictions$291,092,139$422,080,905▲ $130,988,766
Net Assets Without Donor Restrictions$95,487,650$112,088,429▲ $16,600,779
Total Net Assets Fund Balance$386,579,789$534,169,334▲ $147,589,545
Total Liabilities and Net Assets / Fund Balance$439,330,745$598,934,811▲ $159,604,066

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,364,314$13,372,594$22,736,908
Land$4,440,000-$4,440,000
Other Land Buildings$1,192,731$1,718,622$2,911,353

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$307,583,157$81,030,355▲ $55,109,672$952,396$442,770,788
2018$244,360,170$78,113,983▼ $13,990,060$-900,936$307,583,157
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa Marsh RyersonPresidentFT$357,715$143,304$501,019
Patricia D ShannonCFO & Senior Vice PresidenFT$322,910$107,537$430,447
David WhiteheadSVP & Chief Development ofFT$275,432$103,819$379,251
Emily S AllenSVP - Aarp Fdn ProgramsFT$259,712$84,745$344,457
William a RiveraSVP- LitigationFT$239,923$72,410$312,333
Demetrios AntzoulatosVP - Finance, Grants, & OperationsFT$205,514$81,770$287,284
Stephen VenuteVP - Corp & Foundation RelFT$207,096$68,673$275,769
Keanne C HenryVP - Experience CorpsFT$208,403$67,357$275,760
Patrick LandersVP - Strategy & InnovationFT$205,413$70,196$275,609
Steven DelvecchioVP - Direct ResponseFT$141,501$62,332$203,833
Lloyd JohnsonBoard ChairPT-$4,105$4,105

Board Members and Trustees

NameTitle
Jaime GutierrezBoard / Vice Chair / Audit
Ann DawBoard Member
David AdameBoard Member
Diane D MillerBoard Member
Patricia BanksBoard Member
Susan WerthBoard Member
Harry E JohnsonBoard Member / Finance CHA
Jami L Wyatt as of 3319Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Hirschfeld Marketing SolutionsMeal Pack Marketing & Operations18540 STARCREEK DR, Cornelius, NC 28031$1,569,586
Direct Mail SolutionsCommercial Printing Services4500 SARELLEN RD, Richmond, VA 23231$1,515,240
Cp Direct INCCommercial Printing Services4600A BOSTON WAY, Lanham, MD 20706$1,362,410
Mediacom Worldwide INCMedia Outreach Optimization12180 MILLENNIUM DRIVE SUITE 440, Playa Vista, CA 90094$1,067,774
Bsc Acquisition Sub LLCCommercial Printing Services50 W BROAD ST SUITE 1800, Columbus, OH 43215$1,058,399
Revenue and Support

Revenue Composition

Contributions and Grants
$263,901,185
Program Service Revenue
$1,387,081
Investment Income
$30,703,169
Other Revenue
$-189,481
All Other Contributions
$74,740,819
Change in Net Assets
$108,376,029

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 Traded14$31,840High / Low Average
Total Noncash Contributions14$31,840-

Audited Revenue Reconciliation

Revenue per Audited Statements
$293,686,148
Revenue Not Reported on Financial Statements
$2,115,806
Revenue Not Reported on Form 990
$94,294,902
Other Revenue Adjustments
$2,115,806
Total Revenue per Audited Statements
$387,981,050
Total Revenue per Form 990
$295,801,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,209,169
Other Expenses$67,588,163
Salaries, Compensation, and Employee Benefits$38,099,911
Total Fundraising Expense$22,730,179
Professional Fundraising Fees$1,528,682

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$56,864,107--$56,864,107
Other Salaries and Wages$22,760,582$4,326,499$3,387,087$30,474,168
Grants to Domestic Orgs$23,345,062--$23,345,062
Fees for Services Other$8,920,746$1,285,061$820,955$11,026,762
Office Expenses$10,585,120$26,102$18,035$10,629,257
Advertising$2,028,534$940,029$866,765$3,835,328
Occupancy$2,698,145$232,721$116,471$3,047,337
Other Employee Benefits$2,024,721$498,627$292,642$2,815,990
Information Technology$1,976,639$348,396$58,835$2,383,870
Current Officers, Directors, Trustees, and Key Employees$656,791$931,465$379,251$1,967,507
Fees for Service Investment Mgmnt Fees-$1,956,439-$1,956,439
Payroll Taxes$1,392,426$304,146$210,534$1,907,106
Fees for Services Professional Fundraising--$1,528,682$1,528,682
Travel$1,272,147$142,774$111,767$1,526,688
Depreciation Depletion$763,718$462,066$198,644$1,424,428
Other Expenses$1,179,692$39,278$25,531$1,244,501
Pension Plan Contributions$690,813$141,839$102,488$935,140
Conferences and Meetings$646,115$8,356$18,440$672,911
Interest$209,981$110,026$55,123$375,130
Fees for Services Legal$236,636--$236,636
Fees for Services Accounting-$164,000-$164,000
Insurance-$2,381-$2,381
Total Functional Expenses$4,323,365$0$10,574,118$14,897,483

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$240,391,505
Total Expenses per Form 990$187,425,925
Expenses per Audited Statements$185,310,119
Expenses Not Reported on Form 990$55,081,386
Expenses Not Reported on Financial Statements$2,115,806
Other Expense Adjustments$2,115,806
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
AarpWashington, DC501(c)(4)Charitable Work Conducted on Behalf of Aarp Foundation$12,544,586
Financial Health NetworkChicago, IL501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM$1,210,500
Rhode Island Public Health Foundation Dba Rhode Island Public Health InstitProvidence, RI501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$750,000
Texas Health Resources FoundationArlington, TX501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM$660,000
Medical College of Virginia FoundationRichmond, VA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM$518,698
National Consumer Voice for Quality Longterm CareWashington, DC501(c)(3)GRANT TO SUPPORT AARP FOUNDATION LEGAL PROGRAM AND SPONSORSHIP OF RESIDENT'S RIGHTS LUNCHEON$360,000
North Valley Community FdnChico, CA501(c)(3)Aarp Foundation Disaster Relief Grant$356,475
Benefits Data TrustPhiladephia, PA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$350,000
The Research Foundation of the State University at New YorkBuffalo, NY501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$337,143
Miami Dade CollegeMiami, FL501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM$305,716
Generations IncorporatedBoston, MA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM$303,908
Services and Advocacy for Glbt EldersNew York, NY501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM AND GENERAL SUPPORT$300,000
United Way of New York CityNew York, NY501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$300,000
The Financial ClinicBrooklyn, NY501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM$280,000
Foundation for Art & HealingBrookline, MA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM$250,000
Youth Co-opMiami, FL-GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM$231,000
Sequoia LivingSan Francisco, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM$230,000
Sheperds Centers of AmericaKansas City, MO501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM$212,520
Chicago Cook WorkforceChicago, IL501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM$210,000
National Older Worker Career CenterArlington, VA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM$200,000
Urban InstituteWashington, DC501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM AND GENERAL SUPPORT$199,977
Access HearsPhoenix, MD501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM$150,000
Neighborhood Legal Services of Los Angeles CountyGlendale, CA501(c)(3)Aarp Foundation Disaster Relief Grant$150,000
United Way of Northern CaliforniaRedding, CA501(c)(3)Aarp Foundation Disaster Relief Grant$150,000
Ventura County Community FoundationCamarillo, CA501(c)(3)Aarp Foundation Disaster Relief Grant$150,000
Propel NonprofitsMinneapolis, MN501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM$146,699
University of Washington Health Promotion Research CenterSeattle, WA-GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM$137,179
Austin Community College DistrictAustin, TX501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM$132,017
National Foundation to End Senior HungerAlexandria, VA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$115,000
Jefferson State Community CollegeBirmingham, AL501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM$114,482
Chicanos Por La Causa IncPhoenix, AZ501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM$100,000
Feeding the Gulf CoastTheodore, AL501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$100,000
Interfaith Works of Central New YorkSyracuse, NY501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM$100,000
Legal Services of Northern CaliforniaSacramento, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$100,000
United Way of Greater AtlantaAtlanta, GA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM$99,925
Santa Fe CollegeGainesville, FL501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM$95,621
Substantial Classrooms Co Playworks Education EnergizedOakland, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM$95,000
Brevard Workforce Development Board IncRockledge, FL501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM$84,682
Metropolitan Family ServiceHillsboro, OR501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM$83,985
Sc ThriveColumbia, SC501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$80,000
Carver Community Organization IncEvansville, IN501(c)(3)GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM AND SPONSORSHIP$77,475
East Side Learning CenterSaint Paul, MN501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM$66,880
Greater Cleveland VolunteersCleveland, OH501(c)(3)GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM AND SPONSORSHIP$62,102
City of TempeTempe, AZ501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM$61,636
Alameda County Community Food BankOakland, CA-GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$60,000
Community Action Agency of Butte County IncChico, CA-Aarp Foundation Disaster Relief Grant$60,000
Feeding South FloridaPembroke Park, FL501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$60,000
Georgia Legal Services ProgramAtlanta, GA501(c)(3)Aarp Foundation Disaster Relief Grant$60,000
Info Line of San Diego County Dba 2-1-1 San DiegoSan Diego, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$60,000
Los Angeles Regional Food BankLos Angeles, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$60,000
Sacramento Food Bank & Family ServicesSacramento, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$60,000
San Diego Hunger CoalitionSan Diego, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$60,000
San Francisco-marin Food BankSan Francisco, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$60,000
Pima Community CollegeTucson, AZ501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM$56,000
Housing Assistance CouncilWashington, DC501(c)(3)Sponsorship of Conference and General Support$55,000
Virtu-west Jersey Health System IncMarlton, NJ501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$52,833
California Community FoundationLos Angeles, CA-Aarp Foundation Disaster Relief Grant$50,000
Mexican American Opportunity FoundationMontebello, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$50,000
Agency on Aging of South Central ConnecticutNew Haven, CT501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM$44,651
Project Bread-the Walk for Hunger IncBoston, MA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM$40,106
Maintaining Active Citizens IncSalisbury, MD501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM$40,000
Rock Health IncSan Francisco, CA501(c)(3)SPONSORSHIP OF ROCK HEALTH SUMMIT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM$40,000
LA'S BESTLos Angeles, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM$32,694
Food Research and Action CenterWashington, DC501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM AND SPONSORSHIP$30,000
Veterans Resource Centers of AmericaSanta Rosa, CA501(c)(3)Aarp Foundation Disaster Relief Grant$30,000
Quality Education Services of Mn IncSaint Paul, MN501(c)(3)CONTRIBUTION TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM$28,500
Parentis Health FoundationLaguna Hills, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM AND EVENT SPONORSHIP$27,500
Feeding Children Everywhere IncLongwood, FL501(c)(3)Donation to the Snap Gap Project$25,000
Tri County Tech College FoundationPendleton, SC501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM$21,000
Sacramento Chinese Community Services Center IncSacramento, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM$20,000
THE CHILDREN'S INITIATIVESan Diego, CA501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM$20,000
Senior Housing OptionsDenver, CO501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM$14,500
Volunteers of America National ServicesEden Prairie, MN-GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM$12,500
American Bar Association Fund for Justice & EducationChicago, IL501(c)(3)Donation to the Aba 2019 National Aging & Law Conference$10,000
National Health Law ProgramWashington, DC501(c)(3)Sponsorship of the 2019 Nhlp 30th Annual Health Advocates Conference$10,000
National Housing Conference IncWashington, DC501(c)(3)Sponsorship of National Housing Conference$10,000
Mercy Housing Mountain PlainsDenver, CO501(c)(3)GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM$8,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$1,528,682
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$12,544,586
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuity Liability$3,049,511

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 35% controlled entity
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.

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
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Marsh Ryerson
Formed
1961
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
8
Employees
353
Volunteers
41,892

Preparer

Firm
Andersen Tax LLC
Address
400 SOUTH HOPE STREET SUITE 1000, LOS ANGELES, CA 90071
Preparer
Parvin Van Enger
Phone
2135932300
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Permanently restricted endowment in january 2019, the foundation received a contribution of $78,917,500 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 6% 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 4B - OTHER ADJUSTMENTS:

Investment expenses treated as contra revenue on fs 915,417. Investment expenses from k-1s included in unrealized gain on fs 1,200,389.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment expenses treated as contra revenue on fs 915,417. Investment expenses from k-1s included in unrealized gain on fs 1,200,389.

Raw XML AppendixShowing 400 of 1,926 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt015212537
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028012161
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A 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/FundraisingAmt0866765
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0940029
IRS990/AdvertisingGrp/ProgramServicesAmt02028534
IRS990/AdvertisingGrp/TotalAmt03835328
IRS990/AllOtherContributionsAmt074740819
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PATRICIA D SHANNON
IRS990/BooksInCareOfDetail/PhoneNum02024343399
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 E STREET NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020049
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02220950
IRS990/CashNonInterestBearingGrp/EOYAmt03393270
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt091
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0379251
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0931465
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0656791
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01967507
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt018440
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt08356
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0646115
IRS990/ConferencesMeetingsGrp/TotalAmt0672911
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt01569586
IRS990/ContractorCompensationGrp/CompensationAmt11515240
IRS990/ContractorCompensationGrp/CompensationAmt21362410
IRS990/ContractorCompensationGrp/CompensationAmt31067774
IRS990/ContractorCompensationGrp/CompensationAmt41058399
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt018540 STARCREEK DR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt14500 SARELLEN RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt24600A BOSTON WAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt312180 MILLENNIUM DRIVE SUITE 440
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt450 W BROAD ST SUITE 1800
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CORNELIUS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1RICHMOND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2LANHAM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3PLAYA VISTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4COLUMBUS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd028031
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd123231
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd220706
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd390094
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd443215
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0HIRSCHFELD MARKETING SOLUTIONS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1DIRECT MAIL SOLUTIONS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2CP DIRECT INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3MEDIACOM WORLDWIDE INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4BSC ACQUISITION SUB LLC
IRS990/ContractorCompensationGrp/ServicesDesc0MEAL PACK MARKETING & OPERATIONS
IRS990/ContractorCompensationGrp/ServicesDesc1COMMERCIAL PRINTING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2COMMERCIAL PRINTING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3MEDIA OUTREACH OPTIMIZATION
IRS990/ContractorCompensationGrp/ServicesDesc4COMMERCIAL PRINTING SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0263901185
IRS990/CYGrantsAndSimilarPaidAmt080209169
IRS990/CYInvestmentIncomeAmt030703169
IRS990/CYOtherExpensesAmt067588163
IRS990/CYOtherRevenueAmt0-189481
IRS990/CYProgramServiceRevenueAmt01387081
IRS990/CYRevenuesLessExpensesAmt0108376029
IRS990/CYSalariesCompEmpBnftPaidAmt038099911
IRS990/CYTotalExpensesAmt0187425925
IRS990/CYTotalFundraisingExpenseAmt022730179
IRS990/CYTotalProfFndrsngExpnsAmt01528682
IRS990/CYTotalRevenueAmt0295801954
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt03305114
IRS990/DeferredRevenueGrp/EOYAmt0170827
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0198644
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0462066
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0763718
IRS990/DepreciationDepletionGrp/TotalAmt01424428
IRS990/Desc0THE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) IS THE NATION'S OLDEST PROGRAM TO HELP LOW-INCOME, UNEMPLOYED INDIVIDUALS AGED 55+ FIND WORK. AARP FOUNDATION FIRST MATCHES ELIGIBLE OLDER JOB SEEKERS WITH LOCAL NONPROFITS AND PUBLIC AGENCIES SO THEY CAN INCREASE SKILLS AND BUILD SELF-CONFIDENCE, WHILE EARNING A MODEST INCOME. BASED ON THEIR EMPLOYMENT INTERESTS AND GOALS, PARTICIPANTS MAY ALSO RECEIVE SUPPORTIVE SERVICES AND SKILLS TRAINING THROUGH AN EDUCATIONAL INSTITUTION. THEIR SCSEP EXPERIENCE MOST OFTEN LEADS TO PERMANENT EMPLOYMENT. SCSEP IS ADMINISTERED BY THE U.S. DEPARTMENT OF LABOR. AARP FOUNDATION OPERATES IN 21 STATES AND PUERTO RICO. IN PROGRAM YEAR 2018/2019 MORE THAN 13,000 PEOPLE WERE SERVED AND MORE THAN 3,600 OBTAINED UNSUBSIDIZED EMPLOYMENT. HTTP://WWW.AARP.ORG/AARP-FOUNDATION/OUR-WORK/INCOME/SCSEP/
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0291092139
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0422080905
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0353
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt072044853
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FederatedCampaignsAmt0111795
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0164000
IRS990/FeesForServicesAccountingGrp/TotalAmt0164000
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0236636
IRS990/FeesForServicesLegalGrp/TotalAmt0236636
IRS990/FeesForServicesOtherGrp/FundraisingAmt0820955
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01285061
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08920746
IRS990/FeesForServicesOtherGrp/TotalAmt011026762
IRS990/FeesForServicesProfFundraising/FundraisingAmt01528682
IRS990/FeesForServicesProfFundraising/TotalAmt01528682
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01956439
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01956439
IRS990/ForeignActivitiesInd00
IRS990/ForeignCountryCd0DA
IRS990/ForeignCountryCd1ID
IRS990/ForeignCountryCd2IS
IRS990/ForeignCountryCd3NO
IRS990/ForeignCountryCd4PO
IRS990/ForeignCountryCd5KS
IRS990/ForeignCountryCd6SW
IRS990/ForeignCountryCd7UK
IRS990/ForeignCountryCd8TU
IRS990/ForeignCountryCd9MX
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt06.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt16.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt26.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt36.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt46.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt56.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt66.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt76.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt866255
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt957755
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1066630
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1166914
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1246813
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1354590
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1447945
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1541853
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1648626
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1749236
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1860862
IRS990/Form990PartVIISectionAGrp/PersonNm0LLOYD JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JAIME GUTIERREZ
IRS990/Form990PartVIISectionAGrp/PersonNm2HARRY E JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE D MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID ADAME
IRS990/Form990PartVIISectionAGrp/PersonNm5PATRICIA BANKS
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN WERTH
IRS990/Form990PartVIISectionAGrp/PersonNm7ANN DAW
IRS990/Form990PartVIISectionAGrp/PersonNm8LISA MARSH RYERSON
IRS990/Form990PartVIISectionAGrp/PersonNm9PATRICIA D SHANNON
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMI L WYATT AS OF 3319
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID WHITEHEAD
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM A RIVERA
IRS990/Form990PartVIISectionAGrp/PersonNm13EMILY S ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm14KEANNE C HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm15STEVEN DELVECCHIO
IRS990/Form990PartVIISectionAGrp/PersonNm16STEPHEN VENUTE
IRS990/Form990PartVIISectionAGrp/PersonNm17PATRICK LANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm18DEMETRIOS ANTZOULATOS
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/ReportableCompFromOrgAmt8468741
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9406669
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11346314
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12299497
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13323844
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14259176
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15192399
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16258332
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17257586
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18257587
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt04105
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10285499
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1113663
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt121307
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1560391
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD / VICE CHAIR / AUDIT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER / FINANCE CHA
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO & SENIOR VICE PRESIDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP & CHIEF DEVELOPMENT OF
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP- LITIGATION
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP - AARP FDN PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP - EXPERIENCE CORPS
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP - DIRECT RESPONSE
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP - CORP & FOUNDATION REL
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP - STRATEGY & INNOVATION
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP - FINANCE, GRANTS, & OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt014015614
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt087185832
IRS990/GrantAmt056513567
IRS990/GrantsPayableGrp/BOYAmt06177902
IRS990/GrantsPayableGrp/EOYAmt08532978
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt056864107
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt056864107
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt023345062
IRS990/GrantsToDomesticOrgsGrp/TotalAmt023345062
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0685087423
IRS990/GrossReceiptsAmt0966873763
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt099
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt058835
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0348396
IRS990/InformationTechnologyGrp/ProgramServicesAmt01976639
IRS990/InformationTechnologyGrp/TotalAmt02383870
IRS990/InsuranceGrp/ManagementAndGeneralAmt02381
IRS990/InsuranceGrp/TotalAmt02381
IRS990/InterestGrp/FundraisingAmt055123
IRS990/InterestGrp/ManagementAndGeneralAmt0110026
IRS990/InterestGrp/ProgramServicesAmt0209981
IRS990/InterestGrp/TotalAmt0375130
IRS990/InvestmentIncomeGrp/ExclusionAmt016585710
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016687555
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0101845
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04814593
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05209704
IRS990/InvestmentsProgramRelatedGrp/BOYAmt05900364
IRS990/InvestmentsProgramRelatedGrp/EOYAmt06165767
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0389129995
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0534768098
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0200
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt015091216
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015835661
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014997045
IRS990/LandBldgEquipCostOrOtherBssAmt030088261
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0671071809
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/NetAssetsOrFundBalancesBOYAmt0386579789
IRS990/NetAssetsOrFundBalancesEOYAmt0534169334
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt014015614
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt014015614
IRS990/NetUnrelatedBusTxblIncmAmt013940
IRS990/NetUnrlzdGainsLossesInvstAmt039213516
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt095487650
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0112088429
IRS990/NoncashContributionsAmt031840
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0116471
IRS990/OccupancyGrp/ManagementAndGeneralAmt0232721
IRS990/OccupancyGrp/ProgramServicesAmt02698145
IRS990/OccupancyGrp/TotalAmt03047337
IRS990/OfficeExpensesGrp/FundraisingAmt018035
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026102
IRS990/OfficeExpensesGrp/ProgramServicesAmt010585120
IRS990/OfficeExpensesGrp/TotalAmt010629257
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0270407
IRS990/OtherAssetsTotalGrp/EOYAmt0253147
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0292642
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0498627
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02024721
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02815990
IRS990/OtherExpensesGrp/Desc0PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/Desc1VOLUNTEER TRAVEL/ACTIVI
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS OPERATING
IRS990/OtherExpensesGrp/Desc3TELECOMMUNICATION EXPEN
IRS990/OtherExpensesGrp/FundraisingAmt014329544
IRS990/OtherExpensesGrp/FundraisingAmt110
IRS990/OtherExpensesGrp/FundraisingAmt2209375
IRS990/OtherExpensesGrp/FundraisingAmt325531
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt058398
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt143267
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2976552
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt339278
IRS990/OtherExpensesGrp/ProgramServicesAmt06403154
IRS990/OtherExpensesGrp/ProgramServicesAmt16318411
IRS990/OtherExpensesGrp/ProgramServicesAmt2723784
IRS990/OtherExpensesGrp/ProgramServicesAmt31179692
IRS990/OtherExpensesGrp/TotalAmt020791096

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2019Detailed filing. Detailed filing data is available for this year.$599$64.8$534$296$187$108
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$439$52.8$387$282$171$111
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$381$57.1$324$274$178$96.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$267$51.9$215$297$163$134
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$48.5$80.7$156$151$4.18
2014Detailed filing. Detailed filing data is available for this year.$136$55.4$80.6$147$145$2.07
2013Detailed filing. Detailed filing data is available for this year.$133$54.2$78.4$145$143$1.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$121$49.7$71.0$140
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$45.6$62.5$139
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$110$47.5$62.7$172