Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.51x
Liabilities / Revenue
48th percentile
Higher debt load relative to revenue than 48% of similar nonprofits.
Net Margin
62nd percentile
Higher net margin than 62% of similar nonprofits.
Top Officer Pay
38th percentile
Higher top officer pay than 38% of similar nonprofits.
Top officer pay equals 0.1% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
65th percentile
Faster revenue growth than 65% of similar nonprofits.
Balance Sheet
Assets
Up$2,354,580,583
Up $23,999,937 (+1.0%) from 2014
Net Assets
Up$1,146,936,731
Up $105,299,793 (+10%) from 2014
Liabilities
Down$1,207,643,852
Down $81,299,856 (-6.3%) from 2014
Revenue And Expenses
Revenue
Up$1,525,138,397
Up $126,133,629 (+9.0%) from 2014
Expenses
Up$1,317,954,322
Up $3,455,206 (+0.3%) from 2014
Net Income
Up$207,184,075
Up $122,678,423 (+145%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2015 to Dec 31, 2015
- Signed
- Aug 29, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $34,148,719,502
Mission and Program Overview
Mission
AARP is a nonprofit, nonpartisan organization empowering people to choose how they live as they age. AARP champions positive social change and delivers value through advocacy, information, and service. AARP's vision is a society in which everyone lives with dignity and purpose, and fulfills their goals and dreams.
AARP is a nonprofit, nonpartisan organization dedicated to enhancing the quality of life for... all as we age. AARP champions positive social change and delivers value through advocacy, information, and service. AARP's vision is a society in which everyone lives with dignity and purpose, and fulfills their goals and dreams.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $1,793,976,516 | $1,801,829,146 | ▲ $7,852,630 |
| Land, Buildings, and Equipment, Net | $253,284,704 | $267,829,402 | ▲ $14,544,698 |
| Cash and Non-Interest-Bearing Accounts | $65,976,178 | $132,745,957 | ▲ $66,769,779 |
| Accounts Receivable | $93,759,609 | $79,818,735 | ▼ $13,940,874 |
| Prepaid Expenses and Deferred Charges | $52,609,933 | $46,107,513 | ▼ $6,502,420 |
| Savings and Temporary Cash Investments | $54,481,865 | $9,890,942 | ▼ $44,590,923 |
| Investments Other Securities | $3,000,000 | $3,000,000 | → $0 |
| Intangible Assets | $862,917 | $810,086 | ▼ $52,831 |
| Total Assets | $2,330,580,646 | $2,354,580,583 | ▲ $23,999,937 |
| Other Assets Total | $12,628,924 | $12,548,802 | ▼ $80,122 |
| Liabilities | |||
| Other Liabilities | $712,297,236 | $653,494,629 | ▼ $58,802,607 |
| Deferred Revenue | $249,315,162 | $257,859,494 | ▲ $8,544,332 |
| Unsecured Notes Loans Payable | $174,194,964 | $174,222,039 | ▲ $27,075 |
| Accounts Payable and Accrued Expenses | $153,136,346 | $122,067,690 | ▼ $31,068,656 |
| Total Liabilities | $1,288,943,708 | $1,207,643,852 | ▼ $81,299,856 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $1,041,636,938 | $1,146,936,731 | ▲ $105,299,793 |
| Total Net Assets Fund Balance | $1,041,636,938 | $1,146,936,731 | ▲ $105,299,793 |
| Total Liabilities and Net Assets / Fund Balance | $2,330,580,646 | $2,354,580,583 | ▲ $23,999,937 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $106,352,931 | $192,171,348 | $298,524,279 |
| Buildings | $98,271,083 | $84,508,967 | $182,780,050 |
| Land | $46,486,264 | - | $46,486,264 |
| Leasehold Improvements | $16,719,124 | $24,021,982 | $40,741,106 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jo Ann Jenkins | Chief Executive Officer | FT | $637,500 | $335,994 | $973,494 |
| Robert R Hagans Jr | CFO until 3/31/2015 | FT | $201,196 | $557,770 | $758,966 |
| Nancy A LeaMond | EVP State and National Gro | FT | $517,709 | $235,433 | $753,142 |
| Steven Cone | EVP until 3/31/2015 | FT | $204,012 | $444,846 | $648,858 |
| Emilio Pardo | EVP & Chief Brand Officer | FT | $432,829 | $203,544 | $636,373 |
| Scott Frisch | Evp & COO | FT | $408,713 | $206,130 | $614,843 |
| Kevin Donnellan | EVP & Chief of Staff | FT | $372,960 | $205,567 | $578,527 |
| Cynthia Lewin | EVP & General Counsel | FT | $359,942 | $201,251 | $561,193 |
| Lorraine Cortes-Vazquez | EVP until 3/31/2015 | FT | $167,935 | $393,004 | $560,939 |
| Martha Boudreau | EVP & Chief Comm & Mktg Of | FT | $423,462 | $132,903 | $556,365 |
| Lucy Theilheimer | SVP - Org & Mgmt Effectiveness | FT | $154,597 | $401,642 | $556,239 |
| Mary Reeves Morgan | VP - Bus Qual & Process Improvement | FT | $168,887 | $384,602 | $553,489 |
| Harroll Backus | EVP States until 3/31/2015 | FT | $85,304 | $454,991 | $540,295 |
| Nancy Smith | EVP & Corporate Secretary | FT | $343,602 | $178,992 | $522,594 |
| Debra Whitman | EVP Policy & International | FT | $329,435 | $189,257 | $518,692 |
| Mary Cheryl Matheis | Sr Principal & Counsel- Ext Affairs | FT | $116,675 | $390,339 | $507,014 |
| Nileeni Meegama | VP - MME Plan, Ops & Perform Mgmt | FT | $124,736 | $373,030 | $497,766 |
| Terry Bradwell | EVP Chief Information Offi | FT | $311,965 | $183,243 | $495,208 |
| Mary Ann Riesenberg | Chief Compliance Officer | FT | $78,437 | $406,894 | $485,331 |
| Addison B Rand | Former CEO | - | $233,280 | $233,280 | $233,280 |
| Jeannine English | President | PT | $40,466 | - | $40,466 |
| Edward A Watson | Director | PT | $13,831 | - | $13,831 |
| John Penn | Director | PT | $12,016 | - | $12,016 |
| Gretchen Dahlen | Director | PT | $11,464 | - | $11,464 |
| Gail E Aldrich | Former Board Chair | - | $11,273 | $11,273 | $11,273 |
| Barbara O'Connor | Director | PT | $7,060 | - | $7,060 |
| Joan R Ruff | Sec/Treasurer | PT | $6,955 | - | $6,955 |
| Ronald E Daly Sr | Board Vice Chair | PT | $6,668 | - | $6,668 |
| Carol Raphael | Board Chair | PT | $5,049 | - | $5,049 |
| Timothy M Kelly | Director | PT | $2,700 | - | $2,700 |
| Eric J Schneidewind | President-Elect | PT | $2,021 | - | $2,021 |
| Diane Pratt | Director | PT | $1,565 | - | $1,565 |
| Neal Lane | Director | PT | $1,217 | - | $1,217 |
| Libby Sartain | Director | PT | $823 | - | $823 |
| Catherine Alicia Georges | Director | PT | $690 | - | $690 |
Board Members and Trustees
| Name | Title |
|---|---|
| Annette Franqui | Director |
| Beth Ellard | Director |
| Doris Koo | Director |
| Fernando Torres-Gil | Director |
| Janet E Porter | Director |
| Jewell D Hoover | Director |
| Lloyd Johnson | Director |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Mediacom Worldwide Inc | Media Agency | 498 7th Avenue, New York, NY 10018 | $93,185,244 |
| RR Donnelley | Printing Services | 111 South Wacker Drive, Chicago, IL 60606 | $85,672,872 |
| GMMB Inc | Advertising Firm | 3050 K Street NW Ste 100, Washington, DC 20007 | $17,943,823 |
| HCL America Inc | Consulting & IT Services | 330 Potrero Avenue, Sunnyvale, CA 94085 | $16,116,577 |
| Merkle Inc | Marketing Agency | 8400 Corporate Drive, Lanham, MD 20785 | $14,962,670 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $322,267,320
- Program Service Revenue
- $195,563,176
- Investment Income
- $110,179,216
- Other Revenue
- $897,128,685
- All Other Contributions
- $21,779,348
- Change in Net Assets
- $207,184,075
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $952,335,390 |
| Salaries, Compensation, and Employee Benefits | $331,093,884 |
| Grants and Similar Amounts Paid | $33,965,236 |
| Total Fundraising Expense | $6,009,418 |
| Professional Fundraising Fees | $559,812 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Advertising | $262,522,407 | $2,352,366 | $119,936 | $264,994,709 |
| Other Salaries and Wages | $144,270,547 | $67,500,379 | $292,648 | $212,063,574 |
| Fees for Services Other | $164,317,544 | $20,418,802 | $37,687 | $184,774,033 |
| Information Technology | $32,698,791 | $41,610,446 | $516,756 | $74,825,993 |
| Pension Plan Contributions | $50,275,792 | $21,878,461 | $90,347 | $72,244,600 |
| Depreciation Depletion | $10,460,456 | $36,331,996 | - | $46,792,452 |
| Grants to Domestic Orgs | $33,888,336 | - | - | $33,888,336 |
| All Other Expenses | $84,059,247 | $-57,945,694 | $672,032 | $26,785,585 |
| Other Employee Benefits | $14,770,949 | $9,957,486 | $28,520 | $24,756,955 |
| Occupancy | $21,528,429 | $-2,642,533 | - | $18,885,896 |
| Conferences and Meetings | $13,737,940 | $1,110,586 | - | $14,848,526 |
| Payroll Taxes | $8,843,695 | $4,335,878 | $17,172 | $13,196,745 |
| Other Expenses | $12,132,317 | $547,769 | $16,000 | $12,680,086 |
| Travel | $9,892,352 | $1,478,551 | $1,736 | $11,372,639 |
| Interest | - | $8,852,941 | - | $8,852,941 |
| Current Officers, Directors, Trustees, and Key Employees | $4,214,661 | $4,617,349 | - | $8,832,010 |
| Fees for Service Investment Mgmnt Fees | - | $7,403,060 | - | $7,403,060 |
| Insurance | - | $4,379,759 | - | $4,379,759 |
| Office Expenses | $1,416,243 | $1,282,394 | $30 | $2,698,667 |
| Fees for Services Lobbying | - | $697,286 | - | $697,286 |
| Fees for Services Accounting | $30,874 | $626,202 | - | $657,076 |
| Fees for Services Professional Fundraising | - | - | $559,812 | $559,812 |
| Fees for Services Legal | $45,333 | $432,141 | - | $477,474 |
| Foreign Grants | $76,900 | - | - | $76,900 |
| Total Functional Expenses | $5,716,151 | $0 | $3,310,709 | $9,026,860 |
International Activity