Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012
BCheck if applicable:
CName of organization
AARP
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
601 E Street NW c/o Tax Dept
 
Room/suite
City or town, state or country, and ZIP + 4
Washington, DC20049
D Employer identification number

95-1985500
E Telephone number

G Gross receipts $ 2,541,124,381
F Name and address of principal officer:
Robert R Hagans Jr
601 E Street NW
Washington,DC20049
I
Tax-exempt status: ( 4 ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.aarp.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1958
M State of legal domicile: DC
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: AARP is a nonprofit, nonpartisan organization dedicated to enhancing the quality of life for... people age 50 and over. AARP leads positive social change for all as we age and creates impact through information, advocacy, and service.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 22
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 22
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 1,971
6 Total number of volunteers (estimate if necessary) ............. 6 55,519
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 158,180,231
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 739,143
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 302,197,818 311,634,994
9 Program service revenue (Part VIII, line 2g) ......... 165,300,742 168,654,800
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 46,821,178 23,325,422
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 710,117,894 728,078,225
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,224,437,632 1,231,693,441
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 22,055,669 26,434,719
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 360,399,913 428,333,067
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 202,500 210,000
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet6,417,884    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 782,586,764 827,629,103
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,165,244,846 1,282,606,889
19 Revenue less expenses. Subtract line 18 from line 12....... 59,192,786 -50,913,448
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,674,176,647 1,931,032,941
21 Total liabilities (Part X, line 26)............. 1,007,921,389 1,184,592,373
22 Net assets or fund balances. Subtract line 21 from line 20..... 666,255,258 746,440,568
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: AARP is dedicated to enhancing quality of life for all as we age. We lead positive social change and deliver value to members through information, advocacy, and service.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 298,242,432 including grants of $ 433,286 ) (Revenue $ 0 )
Membership Service helps ensure AARP is providing useful information, programs, and services to members and people 50+ through events, exhibits, AARP's award-winning website, member call center, and other interactive member touch points. Membership service summarizes AARP's position on activities related to the organization's strategic priorities, as well as the activities that support its strategic plan.
4b (Code:   ) (Expenses $ 204,203,645 including grants of $ 0 ) (Revenue $ 0 )
AARP publishes "AARP The Magazine," every other month (bimonthly) to be sure that we are providing highly useful information and outreach. "AARP The Magazine" includes the key areas of health, personal finance, work/life transitions, and personal enrichment. AARP also publishes 10 issues of "AARP Bulletin," a monthly publication (January/February and July/August are combined) that reports on such issues as Social Security, Medicare, and those related to work, retirement, pensions, benefits, health, and quality of life. "AARP The Magazine" and "AARP Bulletin" are provided to all AARP member households. Both publications are available electronically to the public on AARP's website www.aarp.org.
4c (Code:   ) (Expenses $ 174,141,777 including grants of $ 382,352 ) (Revenue $ 0 )
Legislative Activities and Public Policy - Through AARP's Government Affairs Group, State Executive Councils, and AARP advocacy volunteers, AARP works to raise awareness and advocates for the rights of its members pertaining to the following issues: affordable health care for all Americans; intergenerational campaigns; ensuring the solvency of Social Security for current and future retirees; ensuring the long-term solvency of Medicare and prescription drug coverage; informing members and consumers about Medicare health insurance and related issues; independent living and long-term care; employment and job seeking for older workers; and financial security in retirement.
(Code:   ) (Expenses $ 164,846,940 including grants of $ 0 ) (Revenue $ 0 )
The Membership Development work is based on the recognition that members are an essential part of AARP's ability to achieve its mission. Speaking on behalf of its tens of millions of members gives AARP significant power and reach in advocating for social change in our national, federal, and state legislatures; and members also provide grassroots activism, volunteer work, and input into the problems faced by Americans as they age, which helps shape AARP's social change agenda. Membership Development is dedicated to ensuring that the member experience is valuable and a relevant portfolio of member services and benefits is available with key portfolio areas of: my health, my home & family, my money, and my personal time. Membership Development researches the wants and needs of specific segments within the population of age 50+, including, for example, multicultural segments, boomers, retired educators, and AARP's primary age segments (50-59, 60-69, and 70 and over).
(Code:   ) (Expenses $ 109,440,359 including grants of $ 0 ) (Revenue $ 0 )
The States and Communities Group (S&C) has established a field office in every state, the District of Columbia, Puerto Rico, and the Virgin Islands. S&C drives social change through advocacy, education, and outreach. These 53 offices coordinate AARP's local efforts and provide a structure that delivers personalized services and programs to members and other older Americans in their homes and communities. These offices offer needed assistance, information, and support to older Americans. They also fill many of the gaps in services that families, communities, and government are unable to address, enabling older persons to maintain their independence and dignity.
(Code:   ) (Expenses $ 19,783,191 including grants of $ 0 ) (Revenue $ 0 )
Education and Outreach - AARP researches and identifies certain strategic areas and focuses its activities and resources to develop programs, provide/produce information, and conduct studies on three key issues affecting members: health & family, finanical security, and long-term care.
(Code:   ) (Expenses $ 7,157,674 including grants of $ 0 ) (Revenue $ 0 )
The Office of Volunteer and Civic Engagement (OVCE) seeks to motivate unprecedented numbers of AARP members to actively participate in bringing about positive social change in America. The OVCE initiates service through: Create the Good, which connects individuals to a network of people, tools, and time-flexible voluteer opportunities; Day of Serivce, which AARP employees engage in community service; Andrus Awards for Community Service recognizes AARP volunteers who have made a difference in the communities in ways that supports AARP's mission, visions, and direction; AARP Chapters link members with community programs and services; Maureen McKoy Award for Excellence in Service recognizes an AARP employee who has fostered a significant engagement, service or community outreach on the job.
(Code:   ) (Expenses $ 3,967,462 including grants of $ 0 ) (Revenue $ 0 )
The AARP Experience Corps Program (AARP's newest service initiative), is an award-winning national program that engages people over 50 to tutor and mentor K-3 elementary school students struggling to learn to read. In the United States, nearly 70% of children are not reading proficiently by the end of third grade. High school dropout rates for students who were unable to read on grade level by third grade are four times higher than students who read proficiently. For students who live in poverty the statistics are significantly worse. The idea that from third grade onward, students should be reading to learn, not learning to read, inspires the work of AARP Experience Corps. AARP Experience Corps helps address this national problem by selecting caring, 50+ adult tutors through an application and enrollment process and securing their commitment to serve for an entire school year. Tutors frequently volunteer in schools in their own communities so that they directly give back to and help children in their own neighborhoods. AARP Experience Corps volunteer members also serve as mentors and role models who reflect the communities in which they live. More than half are African American and one in five is a former educator. The intergenerational interaction AARP Experience Corps provides helps build respect, caring, civility in relationships, and stronger communities.
(Code:   ) (Expenses $ 15,750,000 including grants of $ 15,750,000 ) (Revenue $ 0 )
AARP Foundation (cash contributions)
(Code:   ) (Expenses $ 3,436,009 including grants of $ 3,436,009 ) (Revenue $ 0 )
AARP Experience Corps (cash contributions)
(Code:   ) (Expenses $ 2,618,418 including grants of $ 2,618,418 ) (Revenue $   )
Legal Counsel for the Elderly (cash contributions)
(Code:   ) (Expenses $ 13,953,378 including grants of $ 3,814,653 ) (Revenue $ 6,988,631 )
Various Other Programs
(Code:   ) (Expenses $ 11,489,507 including grants of $ 0 ) (Revenue $ 3,485,938 )
AARP/Member Events
4d Other program services (Describe in Schedule O.)
(Expenses $ 352,442,938 including grants of $ 25,619,080 ) (Revenue $ 10,474,569 )
4e Total program service expensesMediumBullet1,029,030,792
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A........................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
Yes
 
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
 
5
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? If “Yes,” complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
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? If “Yes,” complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
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)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
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? If “Yes,” complete Schedule F, Parts I and IV......... Click to see attachment
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions).... Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............ Click to see attachment
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J....................... Click to see attachment
23
Yes
 
24a
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? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
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? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
..........................
26
 
No
27
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? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
.....................
28b
 
No
c
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? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2.............
36
 
 
37
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? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,890
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter 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 return ..................
2a
1,971
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
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)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBR , DA , ID , IS , KS
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
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?...
6a
Yes
 
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
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?....................
7a
 
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
22
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
22
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletRobert R Hagans Jr601 E Street NWWashingtonDC20049 (202) 434-3220
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Robert Romasco........................................................................
President
15.00
.......................  
X           24,748 0 0
(2) Gail E Aldrich........................................................................
Board Chair
15.00
.......................  
X           20,461 0 0
(3) Carol Raphael........................................................................
Board Vice Chair
6.00
.......................  
X           2,699 0 0
(4) A James Forbes Jr........................................................................
Secretary/Treasurer
6.00
.......................  
X           6,504 0 0
(5) Jeannine English........................................................................
President-Elect
6.00
.......................  
X           13,271 0 0
(6) Allen Douma........................................................................
Director
6.00
.......................1.00
X           8,252 0 0
(7) Raymond Dean Jones........................................................................
Director
6.00
.......................  
X           0 0 0
(8) Jacob Lozada........................................................................
Director
6.00
.......................  
X           8,662 0 0
(9) J David Nelson........................................................................
Director
6.00
.......................1.00
X           6,235 0 0
(10) Charles E Reed........................................................................
Director
6.00
.......................  
X           20,550 0 0
(11) Catherine Georges........................................................................
Director
6.00
.......................  
X           0 0 0
(12) Barbara O'Connor........................................................................
Director
6.00
.......................1.00
X           605 0 0
(13) John Penn........................................................................
Director
6.00
.......................  
X           8,407 0 0
(14) Diane Pratt........................................................................
Director
6.00
.......................  
X           0 0 0
(15) Fernando Torres-Gil........................................................................
Director
6.00
.......................  
X           0 0 0
(16) Gretchen Dahlen........................................................................
Director
6.00
.......................  
X           1,150 0 0
(17) Ronald E Daly Sr........................................................................
Director
6.00
.......................1.00
X           898 0 0
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Jewell D Hoover........................................................................
Director
6.00
.......................  
X           0 0 0
(19) Timothy M Kelly........................................................................
Director
6.00
.......................  
X           0 0 0
(20) Joan R Ruff........................................................................
Director
6.00
.......................  
X           3,353 0 0
(21) Eric J Schneidewind........................................................................
Director
6.00
.......................  
X           0 0 0
(22) Edward A Watson........................................................................
Director
6.00
.......................  
X           2,181 0 0
(23) W Lee Hammond........................................................................
President (until 3/2012)
15.00
.......................  
X           3,737 0 0
(24) Leobardo Estrada........................................................................
Director (until 3/2012)
6.00
.......................  
X           0 0 0
(25) William J Hall........................................................................
Director (until 3/2012)
6.00
.......................  
X           0 0 0
(26) Mara Mayor........................................................................
Director (until 3/2012)
6.00
.......................  
X           2,596 0 0
(27) Maeona Mendelson........................................................................
Director (until 3/2012)
6.00
.......................  
X           15,924 0 0
(28) George T Rowan........................................................................
Director (until 3/2012)
6.00
.......................  
X           0 0 0
(29) John F Zarlengo........................................................................
Board Chair (until 3/2012)
15.00
.......................  
X           11,056 0 0
(30) Addison B Rand........................................................................
Chief Executive Officer
45.00
.......................  
    X       879,725 0 131,367
(31) Robert R Hagans Jr........................................................................
Chief Financial Officer
50.00
.......................  
    X       457,344 0 70,153
(32) Nancy A LeaMond........................................................................
EVP State and National Gro
60.00
.......................  
      X     585,200 0 55,050
(33) Steven Cone........................................................................
EVP Integrated Value & Str
50.00
.......................  
      X     459,452 0 53,900
(34) Richard Randazzo........................................................................
EVP Chief Human Resources
45.00
.......................  
      X     456,962 0 63,900
(35) Emilio Pardo........................................................................
EVP & Chief Brand Officer
55.00
.......................  
      X     432,710 0 57,252
(36) Kevin Donnellan........................................................................
EVP & Chief Comm Officer
50.00
.......................  
      X     416,314 0 63,886
(37) Cynthia Lewin........................................................................
EVP & General Counsel
45.00
.......................  
      X     397,833 0 70,991
(38) Nancy Smith........................................................................
EVP & Corporate Secretary
50.00
.......................  
      X     390,725 0 54,987
(39) Matthew Mitchell........................................................................
EVP & Chief Information Of
50.00
.......................  
      X     377,860 0 53,952
(40) Lorraine Cortes-Vazquez........................................................................
EVP Multi Market & Engagem
60.00
.......................  
      X     352,371 0 61,998
(41) Harroll Backus........................................................................
EVP States and Communities
50.00
.......................1.00
      X     336,085 0 59,628
(42) Debra Whitman........................................................................
EVP Policy & International
50.00
.......................  
      X     196,137 0 50,561
(43) Catherine Ventura-Merkel........................................................................
SVP AARP Publications
55.00
.......................  
        X   429,956 0 41,948
(44) Lynn Mento........................................................................
SVP 50+ Member Experience
45.00
.......................  
        X   340,282 0 54,531
(45) Cris Gardner........................................................................
SVP IVS Ops
50.00
.......................  
        X   332,479 0 70,897
(46) Shelagh Daly Miller........................................................................
VP Advertising Sales
45.00
.......................  
        X   325,043 0 63,552
(47) Susan Reinhard........................................................................
SVP Public Policy
50.00
.......................  
        X   325,690 0 64,256
(48) John Rother........................................................................
Former EVP (until 9/2011)
0.00
.......................  
          X 245,380 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 7,898,837 0 1,142,809
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet868
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
RR DONNELLEY111 SOUTH WACKER DRIVECHICAGOIL60606 PRINTING SERVICES FOR PUBLICATIONS 71,727,363
GMMB INC1010 WISCONSIN AVE NWWASHINGTONDC20007 TELEVISION ADVERTISING 25,451,689
MERKLE INC7001 COLUMBIA GATEWAY DRIVECOLUMBIAMD21046 CUSTOMER RELATIONS MKTG 14,913,968
PARADYSZ INC5 HANOVER SQUARENEW YORKNY10004 AUDIENCE DEVELOPMENT 13,757,850
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet544
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b 281,102,160
c Fundraising events....1c  
d Related organizations...1d 9,298,586
e Government grants (contributions)1e 10,000
f All other contributions, gifts, grants, and
similar amounts not included above
1f
21,224,248
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 311,634,994
 Program Service Revenue Business Code
2a Pub/Web Advertising 541800 158,180,231   158,180,231  
b Driver's Safety Program 900099 6,532,401 6,532,401    
c Member Event 900099 3,485,938 3,485,938    
d
e
f All other program service revenue . 456,230 456,230    
g Total. Add lines 2a–2f........MediumBullet 168,654,800
 Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 27,977,864     27,977,864
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet 723,333,181     723,333,181
(i) Real (ii) Personal
6a Gross rents 3,048,126  
b Less: rental expenses 3,028,958  
c Rental income or (loss) 19,168  
d Net rental income or (loss).......MediumBullet 19,168     19,168
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,301,749,540  
b Less: cost or other basis and sales expenses 1,306,401,982  
c Gain or (loss) -4,652,442  
d Net gain or (loss)..........MediumBullet -4,652,442     -4,652,442
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a Miscellaneous Income 900099 2,652,111     2,652,111
b Captive Insurance Premiums 900099 2,073,765     2,073,765
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 4,725,876
12 Total revenue. See Instructions......MediumBullet 1,231,693,441 10,474,569 158,180,231 751,403,647
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 26,384,719 26,384,719
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 50,000 50,000
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 6,747,633 2,210,382 4,537,251  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 229,176,735 148,976,875 79,854,694 345,166
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 152,717,058 104,623,012 47,922,789 171,257
9 Other employee benefits ....... 27,026,748 15,964,706 11,026,794 35,248
10 Payroll taxes ........... 12,664,893 7,867,165 4,780,486 17,242
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 878,274   878,274  
c Accounting ........... 459,612 92,948 366,664  
d Lobbying ........... 356,500 356,500    
e Professional fundraising services. See Part IV, line 17 210,000 210,000
f Investment management fees ...... 7,775,258   7,775,258  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 122,745,425 104,426,540 18,279,260 39,625
12 Advertising and promotion .... 199,893,939 185,718,570 13,458,918 716,451
13 Office expenses ....... 3,834,000 1,371,447 2,462,528 25
14 Information technology ...... 67,473,858 26,738,472 40,209,104 526,282
15 Royalties ..        
16 Occupancy ........... 26,473,139 20,925,101 5,548,038  
17 Travel ............ 11,960,494 9,537,320 2,418,887 4,287
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 12,064,474 11,077,688 983,096 3,690
20 Interest ........... 8,916,273   8,916,273  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 33,978,024 4,282,323 29,695,701  
23 Insurance .............. 3,327,074   3,327,074  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Printing & Postage 256,051,742 245,420,803 6,401,804 4,229,135
b Member Call Center 16,209,306 16,203,379 5,927  
c Research, Surveys, & Te 15,014,977 12,783,949 2,231,028  
d Miscellaneous Expense 11,381,852 3,533,793 7,842,368 5,691
e All other expenses 28,834,882 80,485,100 -51,764,003 113,785
25 Total functional expenses. Add lines 1 through 24e 1,282,606,889 1,029,030,792 247,158,213 6,417,884
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 10,505,801 5,869,232 0 4,636,569
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 6,194,703 1 16,714,178
2 Savings and temporary cash investments ......... 209,319,747 2 110,313,771
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 95,089,001 4 89,538,290
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 44,456,351 9 49,177,947
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 518,761,153
b Less: accumulated depreciation ..... 10b 260,066,115 267,408,401 10c 258,695,038
11 Investments—publicly traded securities .......... 1,043,203,637 11 1,397,786,510
12 Investments—other securities. See Part IV, line 11 ..... 3,000,000 12 3,000,000
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ............... 1,021,440 14 968,595
15 Other assets. See Part IV, line 11 ........... 4,483,367 15 4,838,612
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,674,176,647 16 1,931,032,941
Liabilities 17 Accounts payable and accrued expenses ......... 116,990,962 17 152,376,222
18 Grants payable .................   18  
19 Deferred revenue ................ 223,997,628 19 245,717,564
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .... 174,124,828 24 174,146,493
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 492,807,971 25 612,352,094
26 Total liabilities. Add lines 17 through 25......... 1,007,921,389 26 1,184,592,373
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 666,255,258 27 746,440,568
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 666,255,258 33 746,440,568
34 Total liabilities and net assets/fund balances ........ 1,674,176,647 34 1,931,032,941
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,231,693,441
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,282,606,889
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-50,913,448
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
666,255,258
5
Net unrealized gains (losses) on investments ...............
5
131,098,754
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
4
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
746,440,568
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
 
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
AARP
 
Employer identification number

95-1985500
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
AARP
 
Employer identification number

95-1985500
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
AARP
 
Employer identification number

95-1985500
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
AARP
 
Employer identification number

95-1985500
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
AARP
 
Employer identification number

95-1985500
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$ 2,803,322
3
Volunteer hours ........................................
0

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012

Schedule C (Form 990 or 990-EZ) 2012
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in)
(a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total
             
2a Lobbying nontaxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
         
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2012


Schedule C (Form 990 or 990-EZ) 2012
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
Yes
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
No
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
No
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered “No” OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Identifier Return Reference Explanation
Organizations Direct and Indirect Political Campaign Activities: Part I-A, Line 1: AARP obtains responses from candidates running for political office at the federal, state, and local levels on issues that impact voters 50+. AARP then publishes (either in AARP The Magazine, voter guides mailed to members or distributed at AARP events or on AARP.org) the responses provided by the candidate's campaign alongside AARP's position on the issues. In 2012 AARP prepared non-partisan voter guides for all federal, state, and local elections.
Schedule C (Form 990 or 990EZ) 2012

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AARP
 
Employer identification number

95-1985500
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   46,486,264 46,486,264
b Buildings ................   187,425,066 68,498,685 118,926,381
c Leasehold improvements ............   41,458,251 20,978,898 20,479,353
d Equipment ................        
e Other .................   243,391,572 170,588,532 72,803,040
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 258,695,038
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
Post retirement benefits 77,922,840
Deferred membership dues 262,871,657
IBNR reserve 4,952,000
Pension liability 266,605,597





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 612,352,094
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: AARP does not believe that there are any unrecognized tax benefits/liabilities that should be recorded.
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AARP
 
Employer identification number

95-1985500
Part I
General Information on Activities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside
the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 0
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount of
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
UNITED KINGDOM General Support to HelpAge International UK 50,000        
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
1
3
Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If “Yes,”the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
    AARP'S Public Outreach Office requires all departments to submit a two-page form detailing the donee organization, its mission, and how the contribution will support AARP's goals. The Public Outreach Office approves and tracks the contribution requests that best leverage relationships and advance AARP's mission.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2012
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Form 990-EZ filers are not required to complete this part. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AARP
 
Employer identification number

95-1985500
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
 
Chapman Cubine Adams Hussey & Associates
1600 Wilson Blvd Ste 300
 
Arlington, VA22209
Direct mail and communications   No 0 1,022,074 -1,022,074
 
M&R Strategic Services
2120 L Street NW
 
Washington, DC20037
Creative on-line marketing services   No 0 84,000 -84,000
             
             
             
             
             
             
             
             
Total .................right arrow   1,106,074 -1,106,074
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, ND, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WI, WV
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

 
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . .        
2 Less: Contributions . .        
3 Gross income (line 1
minus line 2) . . .
       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Combine line 3, column (d), and line 10. .......... right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Identifier Return Reference Explanation
Explanation of Fundraising Payments Schedule G, Part I, Line 2b, Column (v) All fundraisers listed above do not raise funds directly for AARP, but provide counsel, services, and support to AARP's internal development office.
Total payments to fundraisers Schedule G, Part I, Line 2b, column IV Chapman Cubine Adams Hussey & Associates: Professional fees $ 126,000 Advertising costs 888,807 Miscellaneous costs 6,270 Printing costs 996 Total payments reported on Schedule G $1,022,074 M&R Strategic Services, Inc.: Professional fees $ 84,000 Total payments reported on Schedule G $ 84,000
Schedule G (Form 990 or 990-EZ) 2012
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
AARP
 
Employer identification number
95-1985500
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) 100 BLACK MEN OF AMERICA INC
141 AUBURN AVENUE
ATLANTA,GA30303
58-1974429 501(C)(3) 60,000       SUPPORT FOR THE AFRICAN AMERICAN INITIATIVE
(2) 100 BLACK MEN OF CHICAGO INC
3743 S MARTIN LUTHER KING DR
CHICAGO,IL60616
36-4104895 501(C)(3) 15,010       SUPPORT FOR THE AFRICAN AMERICAN INITIATIVE
(3) NEW YORK UNIVERSITY
726 BROADWAY - 9TH FLOOR
NEW YORK,NY10003
13-5562308 501(C)(3) 22,000       SUPPORTING THE DIVERSE FAMILY CAREGIVERS ACROSS SETTINGS PROJECT WITH THE LANGELOTH FOUNDATION
(4) WOLTERS KLUWER HEALTH
351 W CAMDEN STREET
BALTIMORE,MD21201
13-2932696 CORPORATION 18,353       SUPPORTING THE DIVERSE FAMILY CAREGIVERS ACROSS SETTINGS PROJECT WITH THE LANGELOTH FOUNDATION
(5) AFFORDABLE MEDICINE RESEARCH INSTITUTE INC
777 6TH STREET NW STE 510
WASHINGTON,DC20001
45-3526383 501(C)(3) 50,000       CONTRIBUTION TO SUPPORT THE DEVELOPMENT OF RESEARCH AND INFORMATION MATERIALS FOR CONSUMERS TO CREATE A KNOWLEDGE BASE AND DEMAND FOR AVAILABILITY OF GENERIC MEDICATIONS.
(6) THE ADVOCACY FUND DBA ELDERCARE WORKFORCE ALLIANCE
750 1ST ST NW FLOOR 5
WASHINGTON,DC20002
94-3153687 501(C)(4) 10,000       GENERAL SUPPORT
(7) AMERICAN GI FORUM OF THE US
2870 N SPEAR BLVD STE 104
DENVER,CO80211
85-0133743 501(C)(4) 15,000       SPONSORSHIP OF THE 2012 NATIONAL CONFERENCE
(8) AMERICAN INSTITUTE OF ARCHITECTURE STUDENTS INC
1735 NEW YORK AVE
WASHINGTON,DC20006
52-1239053 501(C)(3) 10,000       GENERAL SUPPORT TO PROMOTE DESIGN IN CHANGING AND AGING COMMUNITIES
(9) AARP EXPERIENCE CORPS
2120 L STREET NW
WASHINGTON,DC20037
26-3698436 501(C)(3) 3,436,009       GRANT TO SUPPORT EXPANSION OF SENIOR VOLUNTEER PROGRAM
(10) ASIAN AMERICAN GOVERNMENT EXECUTIVES
1001 CONNECTICUT AVE NW STE 530
WASHINGTON,DC20036
52-2009381 501(C)(3) 25,000       SPONSORSHIP OF LEADERSHIP CONFERENCE AND GALA DINNER
(11) ASIAN AMERICAN JOURNALISTS ASSOCIATION
5 THIRD STREET 1108
SAN FRANCISCO,CA94103
95-3755203 501(C)(3) 30,000       SPONSORSHIP OF THE AAJA 2012 GALA
(12) ASIAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND
99 HUDSON ST 12TH FL
NEW YORK,NY10013
13-2855641 501(C)(3) 10,000       GENERAL SUPPORT
(13) ASPEN INSTITUTE INC
ONE DUPONT CIRCLE NW 700
WASHINGTON,DC20036
84-0399006 501(C)(3) 20,000       SUPPORT OF INITIATIVE ON FINANCIAL SECURITY PROGRAM
(14) SMART GROWTH AMERICA
1707 L ST NW STE 1050
WASHINGTON,DC20036
27-0038938 501(C)(3) 45,000       GRANT TO SUPPORT ADVOCACY ON COMPLETE STREETS AND MOBILITY OPTIONS
(15) ASSOCIATION OF FUNDRAISING PROFESSIONALS
4300 WILSON BLVD STE 300
ARLINGTON,VA22203
52-1290168 501(C)(3) 10,000       SUPPORT FOR THE AFP DC NATIONAL CAPITAL PHILANTHROPY DAY
(16) BELL POLICE OFFICERS ASSOCIATION
6245 ATLANTIC AVE 228
BELL,CA90201
95-3751727 501(C)(4) 17,000       GENERAL SUPPORT
(17) CONGRESSIONAL HISPANIC CAUCUS
911 2ND ST NE
WASHINGTON,DC20002
52-1114225 501(C)(3) 51,500       SUPPORT INTERSHIP & PUBLIC POLICY FELLOWSHIP PROGRAM
(18) BOISE STATE UNIVERSITY
2225 W UNIVERSITY DRIVE
BOISE,ID83706
82-6010706 501(C)(3) 10,000       SUPPORT FOR IPAG TO COLLECT QUANTITATIVE AND QUALITATIVE DATA FROM COMMUNITY PROFESSIONALS TO GUIDE THE DEVELOPMENT OF A STATEWIDE PLAN FOR ALZHEIMER'S DISEASE AND OTHER DEMENTIAS FOR IDAHO.
(19) CAPITAL CARING
2900 TELESTAR COURT
FALLS CHURCH,VA22042
54-1920770 501(C)(3) 10,000       SPONSORSHIP FOR THE 2012 PASSION FOR CARING GALA
(20) MAINE EQUAL JUSTICE PARTNERS
126 SEAWALL ST
AUGUSTA,ME04330
04-3346273 501(C)(3) 5,500       SUPPORT FOR FOOD STAMP ENROLLMENT OUTREACH AND TRAINING FOR COMBATING FOOD INSECURITY AMONG MAINERS 50+
(21) CENTER FOR RESPONSIBLE LENDING
302 W MAIN STREET
DURHAM,NC27701
74-3043913 501(C)(3) 15,000       GRANT FOR THE WALL STREET REFORM POLL
(22) CHURCH OF GOD IN CHRIST OF DAYTONA BEACH
636 HAWK STREET
DAYTONA BEACH,FL32123
59-3164263 501(C)(3) 10,000       SPONSORSHIP FOR THE 2012 HOLY CONVOCATION
(23) COMMUNITY FOOD BANK OF EASTERN OKLAHOMA
1304 N KENOSHA AVE
TULSA,OK74106
73-1184980 501(C)(3) 10,000       SPONSOR OF THE PILOT PROGRAM FOR THE PROCUREMENT OF FOOD THAT IS BOTH NUTRITIOUS AND SENSITIVE TO THE SPECIFIC HEALTH ISSUES OF OLDER ADULTS.
(24) AARP FOUNDATION
601 E STREET NW
WASHINGTON,DC20049
52-0794300 501(C)(3) 15,750,000       GENERAL SUPPORT
(25) LEGAL COUNSEL FOR THE ELDERLY
601 E STREET NW
WASHINGTON,DC20049
52-1194741 501(C)(3) 2,618,418       GENERAL SUPPORT
(26) DEFEND MICHIGAN
216 MARSHALL STREET
LANSING,MI48912
30-0370696 501(C)(3) 40,000       SUPPORT IN DEFENSE OF BALLOT MEASURES
(27) EMPLOYEE BENEFIT RESEARCH INSTITUTE
1100 13TH STREET NW 878
WASHINGTON,DC20006
52-1134631 501(C)(6) 10,000       GENERAL SUPPORT
(28) AMERICA'S CHARITIES
14150 NEWBROOK DR STE 110
CHANTILLY,VA20151
54-1517707 501(C)(3) 551,358       AARP GIFT MATCHING PROGRAM PARTNER
(29) ASIAN PACIFIC AMERICAN INSTITUTE OF CONGRESS STUDIES
1001 CONNECTICUT AVE NW STE 530
WASHINGTON,DC20036
52-1917903 501(C)(3) 20,000       GENERAL SUPPORT
(30) ASIAN AMERICAN FEDERATION
120 WALL STREET
NEW YORK,NY10005
13-3572287 501(C)(3) 8,500       GALA SPONSORSHIP
(31) ENERGY OUTREACH COLORADO
225 E 16TH AVENUE STE 200
DENVER,CO80203
74-2543881 501(C)(3) 10,000       GENERAL SUPPORT
(32) ENTERTAINMENT INDUSTRY FOUNDATION
1201 WEST 5TH ST T-700
LOS ANGELES,CA90017
95-1644609 501(C)(3) 225,000       GRANT TO ASSIST IN THE PRODUCTION OF A PUBLIC SERVICE ANNOUNCEMENT ABOUT THE FUTURE OF MEDICARE AND SOCIAL SECURITY WHICH SUPPORTS AARP'S "YOU'VE EARNED A SAY" INITIATIVE.
(33) GENERATIONS UNITED INC
1331 H ST NW
WASHINGTON,DC20005
31-1542973 501(C)(3) 10,000       GENERAL SUPPORT
(34) BOARD OF INCORPORATORS OF THE AFRICAN METHODIST EPISCOPAL CHURCH
1134 11TH ST NW
WASHINGTON,DC20001
53-0204696 501(C)(3) 70,000       SPONSORSHIP OF THE 49TH QUADRENNIAL GENERAL CONFERENCE TO SUPPORT THE AFRICAN AMERICAN FAITH BASED INITIATIVE
(35) HISPANIC ASSOCIAITON ON CORPORATE RESPONSIBILITY
1444 I STREET NW 850
WASHINGTON,DC20005
85-0356947 501(C)(3) 50,000       2012 HACR SPONSORSHIP
(36) CITIZENS ADVOCACY CENTER
1400 16TH ST NW STE 101
WASHINGTON,DC20036
52-1856543 501(C)(3) 40,000       SUPPORT CAC'S ONGOING ACTIVITIES TO PROTECT AND PROMOTE THE PUBLIC HEALTH AND SAFETY BY SUPPORTING, EDUCATING, TRAINING, AND NETWORKING PUBLIC MEMBERS WHO SERVE ON THE BOARDS OF DIRECTORS OF STATE HEALTH LICENSING BOARDS, NATIONAL VOLUNTARY HEALTH CREDENTIALING ORGANIZATIONS, AND OTHER HEALTH OVERSIGHT BODIES.
(37) COALITION TO TRANSFORM ADVANCED CARE
701 PENNSYLVANIA AVE STE 900
WASHINGTON,DC20004
45-2604332   20,000       SUPPORT OF WORKGROUP IN TRANSFORMING ADVANCED ILLNESS CARE
(38) CONSUMER COALITION FOR QUALITY HEALTH CARE
1612 K ST NW STE 400
WASHINGTON,DC20006
52-1985179 501(C)(3) 40,000       SUPPORT OF ADVOCACY FOR CONSUMER PROTECTION & QUALITY IN HEALTH CARE
(39) CUBAN AMERICAN NATIONAL COUNCIL INC
1223 SW 4TH ST
MIAMI,FL33135
23-7269955 501(C)(3) 40,000       SPONSOR OF HEALTH, SAFETY, AND WELLNESS FAIRSPONSOR OF HEALTH, SAFETY, & WELLNESS FAIR
(40) IDA ORE PLANNING AND DEVELOPMENT ASSOCIATION INC
125 E 50TH STREET
GARDEN CITY,ID83714
82-0297631 501(C)(3) 14,000       GENERAL SUPPORT
(41) INSTITUTE OF CHURCH ADMINISTRATION AND MANAGEMENT
676 BECWITH STREET SW
ATLANTA,GA30314
20-0759212 501(C)(3) 30,000       GENERAL SUPPORT
(42) IOWA FOOD BANK ASSOCIATION
2101 KIMBALL AVE 1408
WATERLOO,IA50702
27-1554605 501(C)(3) 9,350       GENERAL SUPPORT
(43) JAMESTOWN COMMUNITY FARM INC
PO BOX 352
JAMESTOWN,RI02835
27-0657993 501(C)(3) 10,000       GALA SPONSOR
(44) JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NW
WASHINGTON,DC20566
53-0245017 501(C)(3) 10,000       GALA SPONSOR
(45) HISPANIC HERITAGE FOUNDATION
1444 DUKE STREET
ALEXANDRIA,VA22314
52-1818255 501(C)(3) 35,000       SUPPORT HSISPANIC/LATINO INITIATIVE
(46) JOINT CENTER FOR POLITICAL & ECONOMIC STUDIES
1090 VERMONT AVE NW STE 1100
WASHINGTON,DC20005
52-1069070 501(C)(3) 18,000       GENERAL SUPPORT
(47) JAPANESE AMERICAN CITIZENS LEADERSHIP
PO BOX 18558
SEATTLE,WA98118
91-6036360 501(C)(3) 35,000       SUPPORT OF FELLOWSHIP AND GALA EVENT
(48) KAPPA ALPHA PSI FRATERNITY INC
2322-24 N BROAD STREET
PHILADELPHIA,PA19132
23-1431779 501(C)(6) 45,000       GENERAL SUPPORT
(49) LULAC INSTITUTE
201 E MAIN DRIVE STE 605
EL PASO,TX79901
52-2072106 501(C)(3) 110,000       GENERAL SUPPORT
(50) NALEO EDUCATION FUND
1122 W WASHINGTON BLVD
LOS ANGELES,CA90015
52-1212849 501(C)(3) 90,000       SUPPORT OF THE NALEO LEGISLATIVE SUMMIT ON HEALTH
(51) KINGDOM WORSHIP CENTER INC
6419 YORK ROAD
BALTIMORE,MD21212
52-1320633 501(C)(3) 15,000       SPONSORSHIP OF EVENT
(52) LABOR COUNCIL FOR LATIN AMERICAN ADVANCEMENT
815 16TH STREET NW
WASHINGTON,DC20006
52-1002207 501(C)(3) 70,000       GENERAL SUPPORT
(53) NATIONAL ACADEMY OF SOCIAL INSURANCE
1776 MASSACHUSETTS AVE NW STE 615
WASHINGTON,DC20036
52-1451753 501(C)(3) 20,000       SPONSORSHIP OF MEDICARE ACADEMY AND ANNUAL CONFERENCE
(54) LATINOS LEADERS NETWORK INC
438 EAST 200 SOUTH 3RD FL
SALT LAKE CITY,UT84111
51-0601578 501(C)(3) 20,000       SPONSORSHIP OF CONFERENCE
(55) LEADERSHIP EDUCATION FOR ASIAN PACIFICS INC
327 E 2ND ST 226
LOS ANGELES,CA90012
95-3879677 501(C)(3) 10,000       2012 LEAP ANNUAL CONTRIBUTOR SPONSORSHIP
(56) MAC INC
909 PROGRESS CIRCLE
SALISBURY,MD21804
52-0992005 501(C)(3) 11,000       GENERAL SUPPORT
(57) NATIONAL JAPANESE AMERICAN MEMORIAL
1620 I ST NW STE 925
WASHINGTON,DC20006
95-4255318 501(C)(3) 25,000       NATIONAL VETERANS NETWORK SPONSORSHIP
(58) NATIONAL URBAN FELLOWS
989 AVENUE OF THE AMERICAS STE 400
NEW YORK,NY10018
23-7404350 501(C)(3) 71,111       GENERAL SUPPORT
(59) NATIONAL URBAN LEAGUE
120 WALL STREET
NEW YORK,NY10005
13-1840489 501(C)(3) 35,000       CONFERENCE SPONSOR
(60) ORGANIZATION OF CHINESE AMERICANS INC
1322 18TH ST NW
WASHINGTON,DC20036
23-7250499 501(C)(3) 7,000       SUPPORT THE SENIOR OUTREACH PROGRAM
(61) PARENTS STEP AHEAD
2102 EMPIRE CENTRAL
DALLAS,TX75235
26-2477378 501(C)(3) 9,000       GENERAL SUPPORT
(62) PENSION RIGHTS CENTER
1350 CONNECTICUT AVE NW STE 206
WASHINGTON,DC20036
52-1059121 501(C)(3) 50,000       GENERAL SUPPORT
(63) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE NE 49-3142
CAMBRIDGE,MA02139
04-2103594 501(C)(3) 170,000       SPONSORSHIP FOR THE AGELAB DISRUPTIVE DEMOGRAPHICS: INVENTING THE FUTURE OF PLACE AND SPACE SYMPOSIUM
(64) SIGMA PI PHI FRATERNITY
2119 AMBASSADOR CIRCLE
LANCASTER,PA17603
23-6393069 501(C)(3) 25,000       ANNUAL SPONSORSHIP
(65) MONTANAS FOR FISCAL ACCOUNTABILITY
1232 E 6TH AVE
HELENA,MT59601
81-0169635 501(C)(6) 35,000       SUPPORT TO OPPOSE LEGISLATIVE REFERENDUM LR123, A REFUND OF SURPLUS STATE TAX DOLLARS THAT WILL NEGATIVELY AFFECT FUNDING FOR SENIOR SERVICES.
(66) MT CALVARY HOLY CHURCH OF AMERICA
610 RHODE ISLAND AVE NE
WASHINGTON,DC20002
52-2009474 501(C)(3) 20,000       SPONSORSHIP OF THE 2012 MCHCA INTERNATIONAL CONVOCATION
(67) NATIONAL ASSOCIATION OF BLACK JOURNALISTS
110 KNIGHT HALL STE 3100
COLLEGE PARK,MD20742
52-1266959 501(C)(3) 37,500       SPONSORSHIP OF THE NABJ ANNUAL CONVENTION AND CAREER FAIR
(68) NATIONAL BAPTIST CONVENTION USA INC
1700 BAPTIST WORLD CENTER DRIVE
NASHVILLE,TN37207
62-1629306 501(C)(3) 50,000       GENERAL SUPPORT
(69) NATIONAL CONSUMERS LEAGUE
1701 K STREET NW
WASHINGTON,DC20006
53-0242038 501(C)(3) 10,000       SUPPORT FOR MEDICARE ADHERENCE CAMPAIGN
(70) NATIONAL COUNCIL OF NEGRO WOMEN
633 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20004
53-0173054 501(C)(3) 92,500       SUPPORT FOR THE AFRICAN AMERICAN HEALTH CARE REFORM TOUR
(71) NATIONAL HISPANIC MEDICAL ASSOCIATION
1920 L STREET NW 725
WASHINGTON,DC20036
52-1884446 501(C)(6) 15,000       CONFERENCE SPONSORSHIP
(72) NAACP
1065 AVENUE OF THE AMERICAS STE 300
300
NEW YORK,NY10018
13-1084135 501(C)(3) 87,500       CONVENTION SPONSORSHIP
(73) NATIONAL WOMEN'S LAW CENTER
11 DUPONT CIRCLE
WASHINGTON,DC20036
52-1213010 501(C)(3) 15,000       SUPPORT FOR PAPERS ON WOMEN AND SOCIAL SECURITY AS PART OF NWLC'S EFFORT TO PROTECT AND STREGTHEN SOCIAL SECURTY FOR LOW-INCOME WOMEN
(74) NCBW COMMUNITY SERVICES FUND
1925 ADAM CLAYTON POWELL BLVD 1L
NEW YORK,NY10026
13-3341206 501(C)(3) 40,000       GENERAL SUPPORT
(75) NCSL FOUNDATION FOR STATE LEGISLATURES
7700 EAST FIRST PLACE
DENVER,CO80230
74-2232576 501(C)(3) 22,500       2012 SPONSORSHIP
(76) NORTH WEST LANSING HEALTHY COMMUNITIES INITATIVE
530 W IONOA STREET
LANSING,MI48933
06-1674223 501(C)(3) 10,000       GRANT TO HELP IMPROVE THE HEALTH OF THE 50+ POPULATION IN THE CITY OF LANSING
(77) OPEN FIELD FOUNDATION
11440 SAN VICENTE BLVD STE 300
LOS ANGELES,CA90049
45-1837864 501(C)(3) 250,000       SPONSORSHIP OF THE SHRIVER REPORT PROJECT
(78) PENTECOSTAL CHURCH OF GOD IN CHRIST
528 CHEERFUL STREET
WEST PALM BEACH,FL33407
65-0570703 501(C)(3) 7,000       SPONSORSHIP
(79) PUERTO RICAN BAR ASSOCIATION SCHOLARSHIP
303 PARK AVENUE RM 1405
NEW YORK,NY10005
06-1016586 501(C)(3) 7,500       SUPPORT FOR THE PRBA SCHOLARSHIP FUND GALA
(80) REGIONAL FOOD BANK OF OKLAHOMA
PO BOX 270968
OKLAHOMA CITY,OK73137
42-1589809 501(C)(3) 11,624       GENERAL SUPPORT
(81) SISTER TO SISTER EVERYONE HAS A HEART FOUNDATION INC
4701 WILLARD AVENUE 221
CHEVY CHASE,MD20815
52-2276395 501(C)(3) 15,000       SUPPORT TO EDUCATE WOMEN THAT HEALTHY LIFESTYLE CHANGES CAN REDUCE THE RISK OF HEART DISEASE
(82) SOUTH CAROLINA EAT SMART MOVE MORE COALITION
111 STONEMARK LANE
COLUMBIA,SC29210
57-1096619 501(C)(3) 5,350       SUPPORT THE LIVABLE COMMUNITIES WORKSHOP
(83) THE FORGET ME NOT PROJECT
7119 ABRON DRIVE
DURHAM,NC27713
27-4621944 501(C)(3) 50,495       GENERAL SUPPORT
(84) THE LINKS FOUNDATION INC
1200 MASSACHUSETTS AVE NW
WASHINGTON,DC20005
52-1170830 501(C)(3) 90,000       GENERAL SUPPORT
(85) THE NATIONAL COALITION ON HEALTH CARE
1120 G STREET NW STE 810
WASHINGTON,DC20005
52-1687849 501(C)(3) 50,000       GENERAL SUPPORT
(86) UNITED COVENANT CHURCHES OF CHRIST INC
10515 CHESTER AVE
CLEVELAND,OH44106
34-1691251 501(C)(3) 20,000       SPONSORSHIP OF THE NATIONAL CONVOCATION
(87) UNITED NEGRO COLLEGE FUND INC
8260 WILLOW OAKS CORPORATE DRIVE
FAIRFAX,VA22031
13-1624241 501(C)(3) 7,500       SPONSORSHIP OF THE BLACK AND WHITE BALL
(88) UNIVERSITY OF CALIFORNIA
UCSF BOX 0248
SAN FRANCISCO,CA94143
94-6036493 501(C)(3) 10,000       GENERAL SUPPORT
(89) UNIVERSITY OF VIRGINIA ALUMNI
PO BOX 400314
CHARLOTTESVILLE,VA22903
54-0485595 501(C)(3) 28,750       SPONSORSHIP OF THE JULIAN BOND CELEBRATION GALA
(90) UNITED SERVICE ORGANIZATION INC
2111 WILSON BLVD
ARLINGTON,VA22201
13-1610451 501(C)(3) 169,086       SUPPORT FOR THE USO'S WARRIOR AND FAMILY CARE CAMPAIGN
(91) UTAH FOOD BANK
3150 SOUTH 900 WEST
SALT LAKE CITY,UT84119
87-0212453 501(C)(3) 8,000       GENERAL SUPPORT
(92) VILLAGE TO VILLAGE NETWORK LLC
2011 CRYSTAL DRIVE
ARLINGTON,VA22202
27-1063665 501(C)(3) 25,000       SPONSORSHIP
(93) WISER
1140 19TH STREET NW 550
WASHINGTON,DC20036
52-1997317 501(C)(3) 15,000       SPONSORSHIP OF THE ANNUAL WOMEN'S RETIREMENT SYMPOSIUM
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
84
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance












Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
    AARP'S Public Outreach Office requires all departments to submit a two-page form detailing the donee organization, its mission, and how the contribution will support AARP's goals. The Public Outreach Office approves and tracks the contribution requests that best leverage relationships and advance AARP's mission.
Schedule I (Form 990) 2012


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AARP
 
Employer identification number

95-1985500
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
Yes
 
b
Any related organization? .........................
5b
Yes
 
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Addison B RandChief Executive Officer (i)
(ii)
677,000
0
177,452
0
25,273
0
113,525
0
17,842
0
1,011,092
0
0
0
(2)Robert R Hagans JrChief Financial Officer (i)
(ii)
362,250
0
92,367
0
2,727
0
53,025
0
17,128
0
527,497
0
0
0
(3)Nancy A LeaMondEVP State and National Gro (i)
(ii)
454,075
0
127,132
0
3,993
0
53,025
0
2,025
0
640,250
0
0
0
(4)Steven ConeEVP Integrated Value & Str (i)
(ii)
363,731
0
92,088
0
3,633
0
43,025
0
10,875
0
513,352
0
0
0
(5)Richard RandazzoEVP Chief Human Resources (i)
(ii)
350,200
0
99,412
0
7,350
0
53,025
0
10,875
0
520,862
0
0
0
(6)Emilio PardoEVP & Chief Brand Officer (i)
(ii)
342,122
0
89,402
0
1,186
0
46,154
0
11,098
0
489,962
0
0
0
(7)Kevin DonnellanEVP & Chief Comm Officer (i)
(ii)
327,151
0
86,484
0
2,679
0
53,025
0
10,861
0
480,200
0
0
0
(8)Cynthia LewinEVP & General Counsel (i)
(ii)
310,509
0
84,996
0
2,328
0
53,025
0
17,966
0
468,824
0
0
0
(9)Nancy SmithEVP & Corporate Secretary (i)
(ii)
306,586
0
81,623
0
2,516
0
53,025
0
1,962
0
445,712
0
0
0
(10)Matthew MitchellEVP & Chief Information Of (i)
(ii)
178,245
0
70,084
0
129,531
0
42,737
0
11,215
0
431,812
0
0
0
(11)Lorraine Cortes-VazquezEVP Multi Market & Engagem (i)
(ii)
276,765
0
72,300
0
3,306
0
53,025
0
8,973
0
414,369
0
0
0
(12)Harroll BackusEVP States and Communities (i)
(ii)
261,389
0
67,632
0
7,064
0
53,025
0
6,603
0
395,713
0
0
0
(13)Debra WhitmanEVP Policy & International (i)
(ii)
193,846
0
1,800
0
491
0
39,540
0
11,021
0
246,698
0
0
0
(14)Catherine Ventura-MerkelSVP AARP Publications (i)
(ii)
139,927
0
51,838
0
238,191
0
40,673
0
1,275
0
471,904
0
0
0
(15)Lynn MentoSVP 50+ Member Experience (i)
(ii)
276,093
0
62,531
0
1,658
0
53,025
0
1,506
0
394,813
0
0
0
(16)Cris GardnerSVP IVS Ops (i)
(ii)
270,361
0
61,233
0
885
0
53,025
0
17,872
0
403,376
0
0
0
(17)Shelagh Daly MillerVP Advertising Sales (i)
(ii)
229,994
0
94,508
0
541
0
53,025
0
10,527
0
388,595
0
0
0
(18)Susan ReinhardSVP Public Policy (i)
(ii)
265,700
0
56,856
0
3,134
0
53,025
0
11,231
0
389,946
0
0
0
(19)John RotherFormer EVP (until 9/2011) (i)
(ii)
0
0
0
0
245,380
0
0
0
0
0
245,380
0
0
0
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
  Part I, Line 1a AARP board members, officers, and key employees are provided the benefit of first-class travel on flights exeeding 5 hours when business class accommodations are not available. Directors may also use first-class travel if prior approval is obtained from the Corporate Secretary's Office due to medical reasons or for especially late-night arrival, or if approved by the Board Chair. The AARP Chief Executive Officer is provided the benefit of first-class travel on flights exceeding 90 minutes due to the extensive travel requirements of the position. In 2012, 17 board members used first-class travel. All directors for AARP serve on a volunteer basis and are not compensated for their generous commitment to AARP. The officers, directors, and key employees are, however, reimbursed by AARP for travel and subsistence costs incurred in carrying out their duties. In addition, directors are reimbursed for travel and subsistence costs incurred for spouses/companions accompanying them to Association functions. The board members receive a gross-up payment to ensure there are no out-of-pocket expenses related to the income taxes for the spouse/companion travel. All spouse/companion travel reimbursements and tax gross-up payments are treated as taxable income to the directors. The Chief Executive Officer of AARP was given the following benefits in 2012: 1) group-term life and supplemental life insurance policy, premiums paid by AARP in 2012 were $19,392.03; 2) spousal travel of $5,520.24; and 3) parking benefits of $360.00 All items were treated as taxable compensation to Mr. Rand in 2012.
  Part I, Line 4a John Rother received a separation payment in the amount of $245,380.36 in 2012. A separation payment in the amount of $236,989.10 is included in Catherine Ventura-Merkel's compensation package in 2012. A separation payment in the amount of $128,744.04 is included in Matthew Mitchell's compensation package in 2012.
  Part I, Line 5 Under AARP's enterprise-wide compensation plan numerous organizational factors are considered in employee compensation, of which gross revenues is one factor. The position of VP Advertising Sales receives compensation based on this plan, but includes an additional factor of advertising sales performance for the publications.
Schedule J (Form 990) 2012

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
AARP
 
Employer identification number

95-1985500
Identifier Return Reference Explanation
  Form 990, Part VI, Section A, line 4 AARP's bylaws were amended to conform to the new DC Nonprofit Corporation Act.
  Form 990, Part VI, Section B, line 11 The Form 990 is prepared and reviewed in AARP's internal tax department. The return is then put through a secondary review which includes the AARP Controller and AARP General Counsel. After this thorough review process, the Form 990 is distributed to the Board of Directors for their review. After all issues are addressed the return is reviewed by the Chief Financial Officer prior to electronically filing 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 Governance Committee), and the Chief Ethics & Compliance Officer. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Chief Ethics & Compliance Officer monitors compliance with these requirements and ensures proper follow-up as needed.
  Form 990, Part VI, Section B, line 15a AARP considers relevant for-profit and not-for-profit data since this is the landscape in which AARP competes 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 awards programs. For the CEO, information from all three areas (external data, internal data, individual performance and contribution) is submitted to the Board of Directors for review and approval. In some cases, the Board may deal directly with the independent, third party compensation consulting firm on external market pricing. The individual in this position may have legal representation and may insist on an employment contract with terms that are mutually agreed upon by the individual and the Board.
  Form 990, Part VI, Section C, line 19 AARP makes its Form 990 available on its website at www.aarp.org or upon request to the General Counsel's Office. AARP's audited financial statements and conflict of interest policy are also available on its website at www.aarp.org. AARP's Form 1024 will be made public upon request to AARP's Office of General Counsel. All other governing documents will be made available to the public in the event those documents are included in a filing with the Internal Revenue Service.
Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: rounding adjustment 4.
Henderick Motorsports Form 990, Part VII, Section B, Line 1 Based on a confidentiality provision in the contract with Hendrick Motorsports, the amount paid by AARP cannot be disclosed.
Transactions with Related Organizations Schedule R, Part V, Question 2 The AARP Insurance Plan is a grantor trust established by an Agreement and Declaration of Trust for the purpose of making group health insurance and other health-related products and services available to AARP, Inc. members. Agreements between AARP, Inc., AARP Services, Inc., and several insurance companies enable AARP-branded insurance products to be made available to AARP members. At the direction of the third party insurance carriers, the Plan pays AARP, Inc. a portion of the total premiums collected for the use of its intellectual property, which is reported as royalties in the consolidated statements of activities.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AARP
 
Employer identification number

95-1985500
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) AARP Properties LLC
601 E Street NW
Washington,DC20049
95-1985500
Real estate holding company DE 19,168 133,898,478 AARP
 
(2) AARP 650 F 2-3 LLC
601 E Street NW
Washington,DC20049
95-1985500
Real estate holding company DE 0 15,137,598 AARP
 
(3) AARP 650 F 4-5 LLC
601 E Street NW
Washington,DC20049
95-1985500
Real estate holding company DE 0 14,773,429 AARP
 
(4) AARP Carson Place LLC
601 E Street NW
Washington,DC20049
95-1985500
Real estate holding company DE 0 19,311,417 AARP
 
(5) AARP Watson Plaza LLC
601 E Street NW
Washington,DC20049
95-1985500
Real estate holding company DE 0 0 AARP
 
(6) AARP Andrus Insurance Fund LLC
601 E Street NW
Washington,DC20049
95-1985500
Insurance captive DC 2,858,572 8,758,400 AARP
 
Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1) AARP Foundation

601 E Street NW

Washington,DC20049
52-0794300
Foundation dedicated to persons over 50 at social and economic risk DC 501 (c)(3) 509(a)(1) AARP
 
Yes
 
(2) AARP Institute

601 E Street NW

Washington,DC20049
52-0788950
Supporting org of AARP Fdn holding certain charitable gift annuity funds DC 501 (c)(3) 509(a)(3) AARP Foundation
 
Yes
 
(3) Legal Counsel for the Elderly

601 E Street NW

Washington,DC20049
52-1194741
Provides free or low cost legal assistance and education to DC elderly DC 501 (c)(3) 509(a)(1) AARP
 
Yes
 
(4) AARP Experience Corps

601 E Street NW

Washington,DC20049
26-3698436
Engages adults aged 50+ as tutors & mentors for school children nationwide DC 501 (c)(3) 509(a)(1) AARP
 
Yes
 
(5) AARP Insurance Plan

601 E Street NW

Washington,DC20049
52-6069387
Grantor Trust holding certain AARP group health insurance policies DC 501 (c)(4)   AARP
 
Yes
 




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) AARP Financial Services Corporation

601 E Street NW
Washington,DC20049
52-1367607
Real estate holding company DE AARP
 
C 1,355,717 3,546,162 100.000 % Yes  
(2) AARP Services Inc (consolidated)

650 F Street NW
Washington,DC20004
52-2141065
Quality control and research DE AARP
 
C 113,702,809 76,757,188 100.000 % Yes  










Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) AARP Foundation (cash contributions)

B 15,750,000 cash paid
(2) AARP Foundation (subgrant for charitable activities)

C 9,298,586 grant agreement
(3) AARP Foundation (bond standby agreement)

D 25,000,000 in the event of default
(4) AARP Foundation (in-kind shared services)

L 12,520,673 allocable costs incurred
(5) AARP Foundation (in-kind advertising)

L 2,987,521 publication space FMV
(6) AARP Foundation (printing postage telephone member event)

Q 135,947 costs incurred
(7) AARP Foundation (building maintenance)

Q 519,627 costs incurred
(8) AARP Foundation (mailing list)

N   see supplemental information
(9) AARP Foundation (dual employee reimbursement)

Q 196,373 actual salaries paid
(10) AARP Foundation (dual employee reimbursement)

P 501,100 actual salaries paid
(11) AARP Foundation (national event and 25k annual fee line of credit)

S 40,000 cash paid
(12) AARP Foundation (worker's compensation insurance)

S 2,073,765 cash paid
(13) Legal Counsel for the Elderly (cash contributions)

B 2,618,418 cash paid
(14) Legal Counsel for the Elderly (in-kind contributions)

L 2,189,514 allocable costs incurred
(15) Legal Counsel for the Elderly (in-kind rent)

N 58,080 costs incurred
(16) Legal Counsel for the Elderly (printing postage telephone)

Q 40,073 costs incurred
(17) AARP Experience Corps (in-kind shared services)

L 2,697,381 allocable costs incurred
(18) AARP Services Inc

A 3,028,958 costs incurred
(19) AARP Services Inc (advertising)

L 6,050,556 publication/web space FMV
(20) AARP Services Inc

M 72,021,525 FMV
(21) AARP Services Inc (shared services)

Q 12,551,725 costs incurred
(22) AARP Experience Corps (cash contributions)

B 3,436,009 cash paid
(23) AARP Services Inc

S 1,600,000 sponsor of Drive To End Hunger
(24) AARP Services Inc (reimburse for pension plan contribution)

S 1,511,000 portion of plan funding
(25) AARP Services Inc (reimburse for post retirement health benefit)

S 314,436 portion of plan funding
(26) AARP Services Inc (print postage telephone member event)

Q 52,718 FMV
(27) AARP Insurance Plan

S 378,345,582 see Schedule O
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


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