Civic Intelligence

AARP Foundation

990T • Fiscal year 2021 • EIN 52-0794300

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

601 E Street NW Tax DeptWashington, DC 20049

(202) 434-3399

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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

Latest loaded filing

2024

Assets$727,968,863
Liabilities$54,845,063
Net Assets$673,123,800

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

Latest loaded filing

2024

Revenue$202,932,133
Expenses$194,382,273
Net Income$8,549,860
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.3
Mission and Program Overview

Mission

AARP Foundation creates and advances effective solutions to reduce poverty for and with older adults.See Schedule OAARP Foundation (the "Foundation") works for and with vulnerable people over 50 to end senior poverty and reduce financial hardship by building economic opportunity. As a charitable affiliate of AARP, the Foundation serves AARP members and nonmembers alike. Through vigorous legal advocacy and evidence-based solutions, and by strengthening supportive community connections, the Foundation fosters resilience, advances equity and restores hope.

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
Emily S Allen
Title
Interim President
Phone
2024343399
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
350 SOUTH GRAND AVENUE STE 2000, LOS ANGELES, CA 90071
Preparer
Parvin Van Enger
Phone
2135932300
Raw XML Appendix91 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
IRS990T/BalanceDueAmt015173
IRS990T/BooksInCareOfDetail/PersonNm0PATRICIA D SHANNON
IRS990T/BooksInCareOfDetail/PhoneNum02024343399
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 E STREET NW
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd020049
IRS990T/BookValueAssetsEOYAmt0703184035
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt019539
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt021755
IRS990TScheduleA/ItmzdSupplementalInfoGrp/ExplanationTxt0THE FOLLOWING INVESTMENTS ARE BEING AGGREGATED:ADVENT INTERNATIONAL GPE IX LIMITED PARTNERSHIPADVENT INTERNATIONAL GPE IX AIV S.C.S.AUDAX PRIVATE EQUITY FUND VI-B, L.P.ROCKCREEK IMPACT FUND, LP - SERIES I ASF VIII-B, LPSTATE STREET MSCI EX USE INDEX SECURITIES LENDING COMMON TRUST FUNDALMANAC REALTY SECURITIES VIII, LP CB OFFSHORE EQUITY FUND X, LP
IRS990TScheduleA/ItmzdSupplementalInfoGrp/LineNum05
IRS990TScheduleA/ItmzdSupplementalInfoGrp/PartNum01
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt076459
IRS990TScheduleA/PrincipalBusinessActivityCd0532000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt076459
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0272847
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0272847
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0272847
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0196388
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0196388
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt036928
IRS990T/TaxLessCreditsAmt036928
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt021755
IRS990T/TotalTaxAmt036928
IRS990T/TotalTaxComputationAmt036928
IRS990T/TotalUBTIAmt0175849
IRS990T/TotalUBTIBeforeNOLSpecificAmt0176849
IRS990T/TotalUBTIBeforeSection199AAmt0176849
IRS990T/TotalUBTIComputedAmt0196388
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY S ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02024343399
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AARP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AARP
ReturnHeader/Filer/EIN0520794300
ReturnHeader/Filer/PhoneNum02024343399
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 E STREET NW TAX DEPT
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020049
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 SOUTH GRAND AVENUE STE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090071
ReturnHeader/PreparerPersonGrp/PhoneNum02135932300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PARVIN VAN ENGER
ReturnHeader/ReturnTs02022-11-09T14:13:40-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EMILY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALLEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$637$54.6$582$187$173$13.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$599$64.8$534$296$187$108
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$439$52.8$387$282$171$111
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$381$57.1$324$274$178$96.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$267$51.9$215$297$163$134
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$48.5$80.7$156$151$4.18
2014Detailed filing. Detailed filing data is available for this year.$136$55.4$80.6$147$145$2.07
2013Detailed filing. Detailed filing data is available for this year.$133$54.2$78.4$145$143$1.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$121$49.7$71.0$140
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$45.6$62.5$139
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$110$47.5$62.7$172