Aarp in Washington, District of Columbia (DC)

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Aarp
Employer Identification Number (EIN)951985500
Name of OrganizationAarp
In Care of NameTax Department
Address601 E St Nw, Washington, DC 20049-0001
ActivitiesServices for the aged (see also 153 ad 382)
SubsectionSocial Welfare Organization
Ruling Date05/1967
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$2,213,302,611
Amount of Income$26,924,542,735
Form 990 Revenue Amount$1,332,695,007
National Taxonomy of Exempt Entities (NTEE)Civil Rights, Social Action, Advocacy: Seniors' Rights


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Amount of income in 2013: $26,924,542,735
Aarp: 

 $26,924,542,735
Other organizations performing similar types of work: 

 $72,842

Assets in 2013: $2,213,302,611
Aarp: 

 $2,213,302,611
Other organizations performing similar types of work: 

 $44,095

Expenses in 2013: $1,219,598,238
Aarp: 

 $1,219,598,238
Other organizations performing similar types of work: 

 $304,979

Income to expenses ratio in 2013: 22.1
This organization: 

 22.1
Other organizations performing similar types of work: 

 1.2

Expenses allocated to program services in 2007: 81.1%
This organization: 

 81.1%
Other organizations performing similar types of work: 

 81.1%

Number of employees in 2013: 1,986
This organization: 

 1,986
Other organizations performing similar types of work: 

 3

Employees paid over $100,000 in 2013: 72.2%
Aarp: 

 72.2%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 24.5%
Aarp: 

 24.5%
Other organizations performing similar types of work: 

 96.7%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNo
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?YesYes
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?YesNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?YesYes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?YesYes
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 10961,8901,801
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return1,9711,986
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?YesYes
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?YesYes
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?YesYes
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$7,898,837$8,082,603
Total reportable compensation from related organizations$0$263,270
Total estimated amount of other compensation from the organization and related organizations$1,142,809$1,527,088
Total number of individuals who received more than $100,000 of reportable compensation from the organization868909
Total number of independent contractors who received more than $100,000 of compensation from the organization544525
Statement of Revenue
201120122013
Total revenue$1,224,437,632$1,231,693,441$1,332,695,007
Contributions, Gifts, Grants and Other Similar Amounts$302,197,818$311,634,994$326,250,949
Program Service Revenue$165,300,742$168,654,800$176,221,804
541800$158,180,231$163,948,552
900099$6,532,401$7,462,615
900099$3,485,938$2,969,755
900099$0$10,650
All other program service revenue$456,230$1,830,232
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$54,101,783$27,977,864$33,221,425
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$704,630,340$723,333,181$762,553,820
Net rental income$0$19,168$250
Gross rents (Real / Personal)$3,236,329 / $0$3,048,126 / $0$3,096,470 / $0
Less: rental expenses (Real / Personal)$3,236,329 / $0$3,028,958 / $0$3,096,220 / $0
Rental income or (loss) (Real / Personal)$0 / $0$19,168 / $0$250 / $0
Net gain/loss from sales of assets other than inventory$-7,280,605$-4,652,442$30,383,427
Gross amount from sales of assets other than inventory (Securities / Other)$1,391,122,764 / $0$1,301,749,540 / $0$25,612,651,330 / $6,483,605
Less: cost or other basis and sales expenses (Securities / Other)$1,398,136,893 / $266,476$1,306,401,982 / $0$25,582,003,007 / $6,748,501
Gain or (loss) (Securities / Other)$-7,014,129 / $-266,476$-4,652,442 / $0$30,648,323 / $-264,896
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$5,487,554$4,725,876$4,063,332
900099$2,652,111$3,107,836
900099$2,073,765$955,496
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$1,165,244,846$1,282,606,889$1,219,598,238
Grants and other assistance to domestic organizations and domestic governments$26,384,719$25,409,160
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$50,000$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$6,463,754$6,747,633$7,467,434
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$218,419,066$229,176,735$236,628,444
Pension plan accruals and contributions$152,717,058$60,807,336
Other employee benefits$27,026,748$16,672,130
Payroll taxes$12,568,419$12,664,893$13,215,574
Fees for services (non-employees)
Management$0$0
Legal$878,274$370,940
Accounting$459,612$401,117
Lobbying$356,500$491,000
Professional fundraising services$202,500$210,000$210,000
Investment management fees$7,775,258$5,657,228
Other$122,745,425$145,306,646
Advertising and promotion$199,893,939$213,693,342
Office expenses$3,834,000$3,489,338
Information technology$67,473,858$83,916,177
Royalties$0$0
Occupancy$26,473,139$23,521,808
Travel$11,960,494$13,139,647
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$12,064,474$16,199,281
Interest$8,916,273$8,887,238
Payments to affiliates$0$0
Depreciation, depletion, and amortization$33,978,024$35,902,656
Insurance$3,327,074$2,852,652
Other expenses$256,051,742$258,381,514
Other expenses$16,209,306$15,118,920
Other expenses$15,014,977$7,372,199
Other expenses$11,381,852$6,192,979
Other expenses$28,834,882$18,293,478
Balance Sheet
201120122013
Total assets$1,674,176,647$1,931,032,941$2,213,302,611
Cash - non-interest-bearing$16,714,178$30,334,337
Savings and temporary cash investments$110,313,771$82,003,272
Pledges and grants receivable, net$0$0
Accounts receivable, net$89,538,290$89,962,457
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$49,177,947$69,506,556
Land, buildings, and equipment: cost or other basis$258,695,038$238,194,730
Investments - publicly traded securities$1,397,786,510$1,687,903,954
Investments - other securities$3,000,000$3,000,000
Investments - program-related$0$0
Intangible assets$968,595$915,749
Other assets$4,838,612$11,481,556
Total liabilities$1,007,921,389$1,184,592,373$1,070,554,203
Accounts payable and accrued expenses$152,376,222$161,005,414
Grants payable$0$0
Deferred revenue$245,717,564$250,979,317
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$174,124,828$174,146,493$174,169,829
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$612,352,094$484,399,643
Total net assets or fund balances$666,255,258$746,440,568$1,142,748,408
Unrestricted net assets$746,440,568$1,142,748,408
Temporarily restricted net assets$0$0
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$468,726,946$537,114,328$520,552,658$626,597,769$731,251,252$797,033,078$877,650,835$963,571,942
Contributions, gifts, grants, and similar amounts received$0$0$0$6,200,098$7,998,995$27,580,290$5,045,383$17,427,055
Contributions to donor advised funds$0$0
Direct public support$0$0$0$5,940,963$7,998,995$27,580,290$5,045,383$14,930,653
Indirect public support$0$0$0$159,135$0$0$0$2,496,402
Government contributions (grants)$0$0$0$100,000$0$0$0$0
Program service revenue including government fees and contracts$247,938,763$269,440,017$305,884,737$375,271,853$439,460,951$478,228,167$518,806,323$612,134,950
Membership dues and assessments$144,553,912$163,710,676$186,311,600$210,789,515$223,767,176$229,228,571$239,719,243$249,811,271
Interest on savings and temporary cash investments$511,333$299,077$220,224$528,943$370,077$921,297$775,677$418,656
Dividends and interest from securities$59,165,740$61,422,192$29,990,991$31,195,467$26,475,384$46,029,961$59,374,560$58,510,582
Net rental income or (loss)$67,577$2,140,376$2,160,314$785,241$1,756,710$2,018,628$370,144$221,174
Gross rents$67,577$2,140,376$2,160,314$785,241$1,756,710$2,018,628$3,143,682$2,751,026
Less: rental expenses$0$0$0$0$0$0$2,773,538$2,529,852
Other investment income$5,531,632$6,551,915$0$2,500,000$4,000,000$0$0$0
Gain or (loss) from sales of assets other than inventory$7,322,942$29,141,609$-13,475,431$-1,979,327$27,244,906$12,666,539$47,879,802$23,947,032
Gross amount from sales of assets other than inventory$6,911,585,858$9,068,690,749$0$8,487,300,912$27,244,906$1,567,274,032$1,135,488,128$1,833,963,979
Less: cost or other basis and sales expenses$6,904,262,916$9,039,549,140$13,475,431$8,489,280,239$0$1,554,607,493$1,087,608,326$1,810,016,947
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$3,635,047$4,408,466$9,460,223$1,305,979$177,053$359,625$5,679,703$1,101,222
Total expenses$457,821,983$523,373,050$533,571,080$593,900,229$686,576,400$800,043,644$903,288,338$965,653,891
Program services$381,521,877$419,049,309$442,372,363$498,613,160$568,835,299$641,346,120$729,536,007$782,672,137
Management and general$76,300,106$104,323,741$91,198,717$86,503,356$109,946,793$142,237,181$167,130,769$172,931,981
Fundraising$0$0$0$8,783,713$7,794,308$16,460,343$6,621,562$10,049,773
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$163,718,105$141,795,960$157,245,122$226,314,816$285,681,564$282,229,539$235,277,824$238,069,798
Excess or (deficit) for the year$10,904,963$13,741,278$-13,018,422$32,697,540$44,674,852$-3,010,566$-25,637,503$-2,081,949
Net assets or fund balances at beginning of year$144,581,550$163,718,105$141,795,960$157,245,122$226,314,816$285,681,564$282,229,539$235,277,824
Other changes in net assets or fund balances$8,231,592$-35,663,423$28,467,584$36,372,154$14,691,896$-441,459$-21,314,212$4,873,923
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$965,653,891$782,672,137$172,931,981$10,049,773
Grants paid from donor advised funds$0
Other grants and allocations$25,238,489
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$2,794,454$328,390$2,466,064$0
Compensation of former officers, directors, key employees, etc.$5,131$0$5,131$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$187,143,524$128,980,991$56,874,527$1,288,006
Pension plan contributions not included above$36,697,789$22,261,816$14,165,292$270,681
Employee benefits not included above$12,070,908$9,896,329$2,059,193$115,386
Payroll taxes$10,782,310$7,344,625$3,364,660$73,025
Professional fundraising fees$820,743$0$0$820,743
Accounting fees$894,006$36,945$857,061$0
Legal fees$2,438,016$221,749$2,215,837$430
Supplies$2,903,520$1,757,684$1,142,326$3,510
Telephone$3,886,035$3,100,693$776,057$9,285
Postage and shipping$120,422,190$111,861,621$5,533,343$3,027,226
Occupancy$22,364,406$21,470,344$778,734$115,328
Equipment rental and maintenance$3,712,282$2,212,200$1,499,707$375
Printing and publications$142,517,112$138,401,939$1,090,022$3,025,151
Travel$13,142,465$10,172,351$2,925,302$44,812
Conferences, conventions, and meetings$19,868,008$17,141,524$2,712,010$14,474
Interest$12,993,516$0$12,993,516$0
Depreciation, depletion, etc.$21,917,010$7,225,291$14,658,428$33,291
Other expenses not covered above$323,041,977$275,019,156$46,814,771$1,208,050
Balance Sheets
20002001200220032004200520062007
Total assets$747,473,152$740,941,333$783,540,404$915,159,585$943,103,606$1,032,856,668$1,028,532,873$1,034,135,617
Cash - non-interest-bearing$6,081,219$15,120,781$52,276,560$12,500,884$28,382,769$18,637,024$17,277,047$1,681,965
Savings and temporary cash investments$0$0$0$15,823,342$24,183,115$39,386,385$43,010,570$85,631,955
Accounts receivable less allowance for doubtful accounts$43,638,798$36,005,851$50,679,345$34,108,624$35,105,816$36,904,606$37,909,699$52,586,083
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$7,379$0$1,550,000$1,550,000$1,550,137$1,550,137$1,550,137$1,550,137
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$15,203,906$17,913,468$15,332,567$51,340,863$62,461,305$70,857,255$55,007,498$33,220,123
Investments - publicly-traded securities$567,722,474$537,786,371
Investments - other securities$420,908,483$410,139,564$406,711,258$549,990,445$565,077,472$599,808,986$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$28,779,263$21,586,692$26,574,009$29,431,273$30,728,113$36,394,084$36,798,397$46,579,309
Land, buildings, and equipment less accumulated depreciation$229,732,376$227,962,376$215,596,319$207,952,653$187,493,746$229,318,191$269,257,051$275,099,674
Other assets, including program-related investments$3,121,728$12,212,601$14,820,346$12,461,501$8,121,133$0$0$0
Total liabilities$583,755,047$599,145,373$626,295,282$688,844,769$657,422,042$750,627,129$793,255,049$796,065,819
Accounts payable and accrued expenses$86,857,260$84,478,431$80,458,945$77,700,150$82,748,669$117,405,808$123,008,391$105,482,042
Grants payable$0$0$1,826,734$885,647$0$0$0$0
Deferred revenue$238,592,880$248,133,558$279,492,067$296,239,621$300,930,870$345,951,267$371,919,071$400,540,276
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$190,273,729$201,413,470$198,987,862$248,998,962$207,342,919$205,687,797$205,037,670$205,052,612
Other liabilities$68,031,178$65,119,914$65,529,674$65,020,389$66,399,584$81,582,257$93,289,917$84,990,889
Total liabilities and net assets/fund balances$747,473,152$740,941,333$783,540,404$915,159,585$943,103,606$1,032,856,668$1,028,532,873$1,034,135,617
Total net assets or fund balances$163,718,105$141,795,960$157,245,122$226,314,816$285,681,564$282,229,539$235,277,824$238,069,798
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$468,726,946$537,114,328$520,552,658$626,597,769$731,251,252$797,033,078$877,650,835$963,571,942
Total revenue, gains, and other support per audited financial statements$482,437,378$501,450,905$551,991,312$772,689,000$880,862,000$938,183,000$1,009,578,261$1,178,385,352
Other expenses$32,006,432$-29,111,508$31,438,654$148,591,231$153,610,748$141,868,783$142,270,160$212,537,615
Net unrealized gains on investments$24,310,298$-32,918,940$26,451,340$33,514,889$13,394,916$-6,104,759$-21,594,781$-5,033,726
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$7,696,134$3,807,432$4,987,314$115,076,342$140,215,832$147,973,542$163,864,941$217,571,341
Other revenue$18,296,000$6,551,915$0$2,500,000$4,000,000$718,861$10,342,734$-2,275,795
Investment expenses$0$0$0$0$0$0$0$0
Other$18,296,000$6,551,915$0$2,500,000$4,000,000$718,861$10,342,734$-2,275,795
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$457,821,983$523,373,050$533,571,080$593,900,229$686,576,400$800,043,644$903,288,338$965,653,891
Total expenses and losses per audited financial statements$457,821,983$523,373,050$536,542,150$693,705,000$804,983,000$931,543,000$1,040,398,001$1,168,822,260
Other revenue$0$0$2,971,070$99,804,771$118,406,600$134,136,145$144,304,845$203,168,369
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$2,971,070$99,804,771$118,406,600$134,136,145$144,304,845$203,168,369
Other expenses$0$0$0$0$0$2,636,789$7,195,182$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$2,636,789$7,195,182$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
10$0$0$30,058
1$0$0$13,428
1$0$0$7,066
1$0$0$8,051
1$0$0$7,787
1$0$0$26,844
1$0$0$21,537
1$0$0$2,313
1$0$0$14,429
1$0$0$61
1$0$0$4,653
1$0$0$14,128
1$0$0$2,652
1$0$0$21,932
1$0$0$5,929
1$0$0$18,357
1$0$0$4,681
1$0$0$1,675
1$0$0$6,305
1$0$0$8,502
1$0$0$9,737
57$615,238$220,698$66,235
59$669,087$51,778$2,320
50$332,390$41,255$973
45$281,315$46,808$267
40$193,521$41,405$1,039
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings21
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits
Loans and AdvancesCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
$0$0$0$1,250
$0$0$0$949
$0$0$0$21
$0$0$0$2,126
$0$0$0$785
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$99,887
Did the organization file Form 1120-POL for this year?Yes
Were substantially all dues nondeductible by members?Yes
Did the organization make only in-house lobbying expenditures of $2,000 or less?No
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?No
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?Yes
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20061,867
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$128,170,529$556,856,493$261,117,865
Program service revenue
Program service revenue 1000000$0Royalty income excluded by section 512(b)(2)$472,752,941$0
Program service revenue 2Advertising and related services$128,075,41500$0$0
Program service revenue 3000000$000$0$11,306,594
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$249,811,271
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$418,656$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$58,510,582$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed propertyParking lots and garages$95,114Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$126,060$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$23,947,032$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$1,101,222$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
951985500100%$0$146,156,675
522141065100%$191,241,245$78,982,339
951985500100%$0$21,651,143
951985500100%$47,890$19,459,057
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it is
Support Schedule
19992000200120022003200420052006
Total$0$0$0$0$0$0$0$0
Gifts, grants, and contributions received$0$0$0$0$0$0$0$0
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0$0$0$0$0$0
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Aarp601 E St Nw, Washington, DC 20049-0001DC1967-05$26,924,542,735
2Social Security Institute190 Moonstone Dr, Warrenton, VA 20186-4353VA2004-07$913,620
3Community Living Campaign930 4th St, San Francisco, CA 94158-1628CA2008-06$390,514
4Wisconsin Alliance For Retired Americans Inc6333 W Bluemound Rd, Milwaukee, WI 53213-4146WI2009-06$151,169
5Elder Abuse Institute Of Maine136 Us Route One, Scarbourough, ME 04074ME2003-10$135,339
6Uclrg Legal Defense Fund4300 Black Ave Unit 624, Pleasanton, CA 94566-5030CA2012-06$97,705
7Alliance For Retired Americans Educational Fund, Il Alliance For Retired Americans E27 E Monroe St Ste 1100, Chicago, IL 60603-5698IL2004-01$72,842
8Puget Sound Advocates For Retirement Action2800 First Avenue Suite 262, Seattle, WA 98121-1114WA2012-02$29,161
9United Senior Citizens Association Of Texas Inc8787 Brae Acres Rd Apt 1107, Houston, TX 77074-4136TX2014-05$24,248
10Indiana Equlity Educational FundPO BOX 20621, Indianapolis, IN 46220-0621IN2006-09$23,486
1155 Green Meadows55 Green Meadows Drive South, Columbus, OH 43035-9455OH2010-06$7,500
12Northwest Corner TriadPO BOX 997, Litchfield, CT 06759-0997CT2014-07$632
13Visionary Institute For Total Ageless Living Inc, Vital11104 S Glen Rd, Potomac, MD 20854-1845MD2004-05$603
14Preserve Social Security & Medicare Coalition Incorporated35 Brook St, Croton-On-Hudson, NY 10520-2512NY2006-08$300
15Lapse Incorporated3801 N Federal Hwy, Pompano Beach, FL 33064-6611FL2007-09$89
16Senior Scripts Inc2216 Highbury Dr, Troy, MI 48085-3810MI2001-05$11
1760 Plus Foundation Inc515 King Street Suite 315b, Alexandria, VA 22314VA2013-08$0
18Action For Services To Oregons Older Adult And People With DisabiPo Box 12189, Salem, OR 97309OR2009-04$0
19Addressaide Hawaii Outreach Kokua Kahi NohoPo Box 29231, Honolulu, HI 96820HI2000-07$0
20Alliance For Retired Americans815 16th Street Nw, Washington, DC 20006DC2004-01$0
Number of organizations performing similar types of work
Alabama2
Arizona1
California10
Colorado3
Connecticut2
District of Columbia2
Florida4
Georgia3
Hawaii2
Iowa3
Illinois3
Indiana3
Louisiana3
Massachusetts1
Maryland2
Maine5
Michigan4
Minnesota1
Missouri1
Montana1
North Carolina1
Nebraska1
New Hampshire2
New Jersey2
New Mexico1
Nevada2
New York4
Ohio4
Oklahoma1
Oregon2
Pennsylvania2
Rhode Island3
South Dakota1
Texas4
Virginia9
Washington4
Wisconsin1
Wyoming1
Total101
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralAarp601 E St Nw, Washington, DC 20049-0001DC1967-05$26,924,542,735
SubordinateAmerican Association Of Retired Persons, Aarp Chapters Group Return601 E St Nw, Washington, DC 20049-0001DC1971-04$16,124,327
SubordinateAarp, Group Return601 E St Nw Tax Dept, Washington, DC 20049-0003DC1971-04$14,920,699
SubordinateAarp, Group Return601 E St Nw, Washington, DC 20049-0001DC1971-04$8,943,773
SubordinateAarpPo Box 1307, Slidell, LA 70459-1307LA1971-04$8,663
SubordinateAarp, 3902 Lakeshore601 E St Nw, Washington, DC 20049-0002DC1971-04$4,740
SubordinateAmerican Association Of Retired Persons, 865 Mt Juneau895 W 12th St, Juneau, AK 99801-1555AK1972-03$1,000
SubordinateAarp, Chapter 1 Youngtown601 E St Nw, Washington, DC 20049-0001DC1970-02$0
SubordinateAarp, 037 Topeka601 E St Nw, Washington, DC 20049-0001DC1967-05$0
SubordinateAarp, 100 National Capital601 E St Nw, Washington, DC 20049-0001DC1967-05$0
SubordinateAarp, 1002 Searcy Area601 E St Nw, Washington, DC 20049-0001DC1971-04$0
SubordinateAarp, 1004 Mohegan601 E St Nw, Washington, DC 20049-0001DC1971-04$0
SubordinateAarp, 1010 Marion County601 E St Nw, Washington, DC 20049-0001DC1971-04$0
SubordinateAarp, 1014 Westgate-Tacoma601 E St Nw, Washington, DC 20049-0001DC1971-04$0
SubordinateAarp, 1018 South Side Pittsburgh601 E St Nw, Washington, DC 20049-0001DC1971-04$0
SubordinateAarp, 1023 Huntsville-Madison County601 E St Nw, Washington, DC 20049-0001DC1971-04$0
SubordinateAarp, 1026 Hernando County East601 E St Nw, Washington, DC 20049-0001DC1971-04$0
SubordinateAarp, 103 Atlanta Buckhead601 E St Nw, Washington, DC 20049-0001DC1967-05$0
SubordinateAarp, 1031 Titusville601 E St Nw, Washington, DC 20049-0001DC1971-04$0
SubordinateAarp, 1038 Curry County Clovis Mew Mexico601 E St Nw, Washington, DC 20049-0001DC1971-04$0
Number of affiliated organizations
Alaska1
California3
District of Columbia2,158
Florida2
Hawaii1
Idaho2
Illinois1
Kansas1
Louisiana3
Nebraska1
New Mexico1
New York3
Ohio1
Oregon1
Texas4
Virginia1
West Virginia3
Total2,187

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