Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 01-01-2015 , and ending 12-31-2015
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 province, country, and ZIP or foreign postal code
Washington, DC20049
D Employer identification number

95-1985500
E Telephone number

G Gross receipts $ 34,148,719,502
F Name and address of principal officer:
Scott M Frisch
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
subordinates?
H(b)
Are all subordinates
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... all as we age. AARP champions positive social change and delivers value through advocacy, information, and service. AARP's vision is a society in which everyone lives with dignity and purpose, and fulfills their goals and dreams.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 21
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 21
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 2,038
6 Total number of volunteers (estimate if necessary) ............. 6 16,669
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 172,295,051
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 4,851,344
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 323,609,282 322,267,320
9 Program service revenue (Part VIII, line 2g) ......... 181,576,151 195,563,176
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 91,939,157 110,179,216
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 801,880,178 897,128,685
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,399,004,768 1,525,138,397
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 22,779,565 33,965,236
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) 342,903,101 331,093,884
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 682,212 559,812
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet6,009,418    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 948,134,238 952,335,390
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,314,499,116 1,317,954,322
19 Revenue less expenses. Subtract line 18 from line 12....... 84,505,652 207,184,075
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,330,580,646 2,354,580,583
21 Total liabilities (Part X, line 26)............. 1,288,943,708 1,207,643,852
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,041,636,938 1,146,936,731
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 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: AARP is a nonprofit, nonpartisan organization dedicated to enhancing the quality of life for all as we age. AARP champions positive social change and delivers value through advocacy, information, and service. AARP's vision is a society in which everyone lives with dignity and purpose, and fulfills their goals and dreams.
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 $ 385,543,749 including grants of $ 11,167,783 ) (Revenue $ 22,857,434 )
Community Engagement, Education, and Outreach provides programs, services, tools, information, and advocacy that advance the mission of AARP by helping to fulfill the wants and needs of people age 50+ and their families. AARP's 53 state and territorial offices offer needed assistance, information, and support to 50+ Americans at the state and local levels. This includes a wide range of community-based activities that engage the diverse 50+ population and their families, such as educational programs, health fairs, career expos, and volunteer opportunities. An important element of our state and local work is grassroots advocacy on state and local legislative and regulatory issues, including utility rates, caregiving, and work and save programs.AARP also advances our policy agenda at the national level through advocacy that proactively addresses issues important to people 50+, including caregiving, health, saving and planning, Social Security, and age-based discrimination. Underlying our policy agenda is the in-depth research conducted by AARP, which also provides a foundation for our program development and for the information we provide on key issues affecting 50+ Americans, including, in addition to those listed above, livable communities, work and careers, and more. To help people live purposeful and fulfilling lives, AARP offers Life Reimagined, a digital and live service that helps people reflect, evaluate priorities, and define next steps in work, relationships, and well-being. AARP offers training and education programs that help people 50+ improve their lives, such as AARP Driver Safety courses, technology education through the AARP TEK program, and local workshops and activities on matters such as preventing fraud.AARP also facilitates the participation of 50+ Americans in bringing about positive social change in America. Initiatives include Create the Good, which connects individuals to a network of people, tools, and time-flexible volunteer opportunities; Andrus Awards for Community Service, which recognize people who have made a difference in their communities in ways that support AARP's mission, vision, and direction; and the work of AARP Chapters, which engage members in community service and fellowship.
4b (Code:   ) (Expenses $ 360,363,409 including grants of $ 171,846 ) (Revenue $ 95,108 )
Publications and CommunicationsAARP is a unique source of information through multiple communication channels on topics of interest to people 50+ and their families. AARP publishes "AARP The Magazine," the world's largest circulation magazine, every other month. "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," which reports on such issues as Social Security, Medicare, and topics related to work, saving money, retirement, pensions, health, and quality of life. "AARP The Magazine and "AARP Bulletin," provided to all AARP member households, are also available online to the public.AARP also communicates with members and non-members through its award-winning website, mobile apps, broadcast studio productions, social media, and various other platforms to provide information that is engaging, informative, and useful and to ensure that positive images of aging are reflected in society.
4c (Code:   ) (Expenses $ 189,891,047 including grants of $ 17,000 ) (Revenue $ 0 )
Member Engagement is dedicated to ensuring that AARP provides a valuable member experience to members and that a relevant portfolio of information, programs, benefits, and services is readily available to all members. Members have the opportunity to receive customized information in the manner most useful to them. Assistance for members is available through a contact center reachable by phone or online, which also provides assistance to non-members who contact us.
(Code:   ) (Expenses $ 160,527,004 including grants of $ 8,606 ) (Revenue $ 0 )
Member Acquisition's 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 at the local, state, and national levels. 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. Member Acquisition seeks to retain current members and provides outreach to potential members, including the many different segments of America's diverse 50+ population.
(Code:   ) (Expenses $ 22,600,029 including grants of $ 22,600,001 ) (Revenue $   )
Cash Contributions to Affiliated Charitable Organizations: AARP provides significant support for its charitable affiliates. AARP Foundation provides services for the most vulnerable part of the 50+ population, working to win back opportunity for low-income Americans 50+ with a particular focus on hunger, housing, income, and isolation. Experience Corps, which is part of the AARP Foundation, connects highly trained volunteers age 50 and above with disadvantaged students to tutor literacy. Legal Counsel for the Elderly provides free legal representation for low-income residents of the District of Columbia. In addition to the cash support noted below, AARP provides significant in-kind contributions and services to its charitable affiliates. AARP Foundation and Experience Corps - 19,812,280Legal Counsel for the Elderly - 2,787,749
4d Other program services (Describe in Schedule O.)
(Expenses $ 183,127,033 including grants of $ 22,608,607 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet1,118,925,238
Form 990 (2015)
Form 990 (2015)
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 IIIClick 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
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click 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 other assistance to or for foreign individuals? 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 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals 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 25a...............
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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 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 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,734
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
2,038
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” to line 3b, 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 , EZ , ID , IS , KS , MY , RP , PL , TH , TU
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2015)
Form 990 (2015)
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 or note to any line 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
21
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
21
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
 
No
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
AZ , 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletScott M Frisch601 E Street NW   Washington,DC20049 (202) 434-7578
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Jeannine English......................................................................
President
25.00
.................
0.00
X           40,466 0 0
(2) Carol Raphael......................................................................
Board Chair
25.00
.................
0.00
X           5,049 0 0
(3) Ronald E Daly Sr......................................................................
Board Vice Chair
15.00
.................
6.00
X           6,668 0 0
(4) Joan R Ruff......................................................................
Sec/Treasurer
15.00
.................
0.00
X           6,955 0 0
(5) Eric J Schneidewind......................................................................
President-Elect
18.00
.................
0.00
X           2,021 0 0
(6) Catherine Alicia Georges......................................................................
Director
10.00
.................
6.00
X           690 0 0
(7) Barbara O'Connor......................................................................
Director
10.00
.................
6.00
X           7,060 0 0
(8) John Penn......................................................................
Director
10.00
.................
3.00
X           12,016 0 0
(9) Diane Pratt......................................................................
Director
10.00
.................
6.00
X           1,565 0 0
(10) Fernando Torres-Gil......................................................................
Director
10.00
.................
0.00
X           0 0 0
(11) Gretchen Dahlen......................................................................
Director
10.00
.................
0.00
X           11,464 0 0
(12) Jewell D Hoover......................................................................
Director
10.00
.................
0.00
X           0 0 0
(13) Timothy M Kelly......................................................................
Director
10.00
.................
0.00
X           2,700 0 0
(14) Edward A Watson......................................................................
Director
10.00
.................
3.00
X           13,831 0 0
(15) Beth Ellard......................................................................
Director
10.00
.................
0.00
X           0 0 0
(16) Annette Franqui......................................................................
Director
10.00
.................
3.00
X           0 0 0
(17) Lloyd Johnson......................................................................
Director
10.00
.................
6.00
X           0 0 0
Form 990 (2015)
Form 990 (2015)
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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Doris Koo........................................................................
Director
10.00
.......................6.00
X           0 0 0
(19) Neal Lane........................................................................
Director
10.00
.......................0.00
X           1,217 0 0
(20) Janet E Porter........................................................................
Director
10.00
.......................0.00
X           0 0 0
(21) Libby Sartain........................................................................
Director
10.00
.......................0.00
X           823 0 0
(22) Jo Ann Jenkins........................................................................
Chief Executive Officer
40.00
.......................0.00
    X       870,501 0 102,993
(23) Scott Frisch........................................................................
EVP & COO
40.00
.......................0.00
    X       516,954 0 97,889
(24) Robert R Hagans Jr........................................................................
CFO until 3/31/2015
40.00
.......................0.00
    X       673,602 0 85,364
(25) Nancy A LeaMond........................................................................
EVP State and National Gro
40.00
.......................0.00
      X     677,295 0 75,847
(26) Emilio Pardo........................................................................
EVP & Chief Brand Officer
40.00
.......................0.00
      X     555,005 0 81,368
(27) Steven Cone........................................................................
EVP until 3/31/2015
40.00
.......................0.00
      X     576,802 0 72,056
(28) Kevin Donnellan........................................................................
EVP & Chief of Staff
40.00
.......................0.00
      X     485,289 0 93,238
(29) Cynthia Lewin........................................................................
EVP & General Counsel
40.00
.......................0.00
      X     462,293 0 98,900
(30) Nancy Smith........................................................................
EVP & Corporate Secretary
40.00
.......................0.00
      X     442,579 0 80,015
(31) Lorraine Cortes-Vazquez........................................................................
EVP until 3/31/2015
40.00
.......................0.00
      X     481,810 0 79,129
(32) Debra Whitman........................................................................
EVP Policy & International
40.00
.......................0.00
      X     423,231 0 95,461
(33) Terry Bradwell........................................................................
EVP Chief Information Offi
40.00
.......................1.00
      X     410,373 0 84,835
(34) Harroll Backus........................................................................
EVP States until 3/31/2015
40.00
.......................1.00
      X     489,387 0 50,908
(35) Martha Boudreau........................................................................
EVP & Chief Comm & Mktg Of
40.00
.......................0.00
      X     456,336 0 100,029
(36) Lucy Theilheimer........................................................................
SVP - Org & Mgmt Effectiveness
40.00
.......................0.00
        X   492,411 0 63,828
(37) Mary Reeves Morgan........................................................................
VP - Bus Qual & Process Improvement
40.00
.......................0.00
        X   478,491 0 74,998
(38) Nileeni Meegama........................................................................
VP - MME Plan, Ops & Perform Mgmt
40.00
.......................0.00
        X   439,384 0 58,382
(39) Mary Ann Riesenberg........................................................................
Chief Compliance Officer
40.00
.......................0.00
        X   439,803 0 45,528
(40) Mary Cheryl Matheis........................................................................
Sr Principal & Counsel- Ext Affairs
40.00
.......................0.00
        X   449,743 0 57,271
(41) Gail E Aldrich........................................................................
Former Board Chair
0.00
.......................0.00
          X 11,273 0 0
(42) Addison B Rand........................................................................
Former CEO
0.00
.......................0.00
          X 233,280 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 10,178,367 0 1,498,039
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,119
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
Mediacom Worldwide Inc

498 7th Avenue
New York,NY10018
Media Agency 93,185,244
RR Donnelley

111 South Wacker Drive
Chicago,IL60606
Printing Services 85,672,872
GMMB Inc

3050 K Street NW Ste 100
Washington,DC20007
Advertising Firm 17,943,823
HCL America Inc

330 Potrero Avenue
Sunnyvale,CA94085
Consulting & IT Services 16,116,577
Merkle Inc

8400 Corporate Drive
Lanham,MD20785
Marketing Agency 14,962,670
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet572
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b 295,179,945
c Fundraising events..1c  
d Related organizations1d 5,105,055
e Government grants (contributions)1e 202,972
f All other contributions, gifts, grants, and similar amounts not included above1f 21,779,348
g Noncash contributions included in lines 1a-1f:$  
h Total.Add lines 1a-1f.......MediumBullet 322,267,320
 Program Service RevenueAmt Business Code
2a Advertising Revenue 541800 142,835,074   142,835,074  
b Digital Revenue 900099 29,275,263 47,108 29,228,155  
c Driver's Safety Program 900099 8,501,707 8,501,707    
d DTEH Sponsorship 900099 5,000,000 5,000,000    
e Broadcast Studio Revenue 900099 517,903   517,903  
f All other program service revenue. 9,433,229 9,403,727 29,502  
g Total.Add lines 2a–2f.....MediumBullet 195,563,176
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 55,616,827     55,616,827
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 838,640,664     838,640,664
(ii) Personal (i) Real
6a Gross rents   3,135,309
b Less: rental expenses   3,135,309
c Rental income or (loss)   0
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   32,675,008,185
b Less: cost or other basis and sales expenses 486,732 32,619,959,064
c Gain or (loss) -486,732 55,049,121
d Net gain or (loss).....MediumBullet 54,562,389     54,562,389
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        
Business Code Miscellaneous Revenue
11a Partnership Gains/Losses 900099 53,930,548   -315,583 54,246,131
b Miscellaneous Income 900099 3,096,453     3,096,453
c Captive Insurance Premiums 900099 1,461,020     1,461,020
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 58,488,021
12 Total revenue. See Instructions......MediumBullet 1,525,138,397 22,952,542 172,295,051 1,007,623,484
Form 990 (2015)
Form 990 (2015)
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 or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 33,888,336 33,888,336
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 76,900 76,900
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 8,832,010 4,214,661 4,617,349  
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 212,063,574 144,270,547 67,500,379 292,648
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 72,244,600 50,275,792 21,878,461 90,347
9 Other employee benefits ....... 24,756,955 14,770,949 9,957,486 28,520
10 Payroll taxes ........... 13,196,745 8,843,695 4,335,878 17,172
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 477,474 45,333 432,141  
c Accounting ........... 657,076 30,874 626,202  
d Lobbying ........... 697,286   697,286  
e Professional fundraising services. See Part IV, line 17 559,812 559,812
f Investment management fees ...... 7,403,060   7,403,060  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 184,774,033 164,317,544 20,418,802 37,687
12 Advertising and promotion .... 264,994,709 262,522,407 2,352,366 119,936
13 Office expenses ....... 2,698,667 1,416,243 1,282,394 30
14 Information technology ...... 74,825,993 32,698,791 41,610,446 516,756
15 Royalties ..        
16 Occupancy ........... 18,885,896 21,528,429 -2,642,533  
17 Travel ............ 11,372,639 9,892,352 1,478,551 1,736
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 14,848,526 13,737,940 1,110,586  
20 Interest ........... 8,852,941   8,852,941  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 46,792,452 10,460,456 36,331,996  
23 Insurance ... 4,379,759   4,379,759  
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 243,881,511 239,422,722 802,047 3,656,742
b Temporary Labor 14,602,693 9,251,160 5,335,533 16,000
c Taxes & Licenses 12,725,004 1,068,543 11,656,461  
d Research, Surveys, & Te 12,680,086 12,132,317 547,769  
e All other expenses 26,785,585 84,059,247 -57,945,694 672,032
25 Total functional expenses. Add lines 1 through 24e 1,317,954,322 1,118,925,238 193,019,666 6,009,418
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). 9,026,860 5,716,151 0 3,310,709
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 65,976,178 1 132,745,957
2 Savings and temporary cash investments ......... 54,481,865 2 9,890,942
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 93,759,609 4 79,818,735
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 ...... 52,609,933 9 46,107,513
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 568,531,699
b Less: accumulated depreciation 10b 300,702,297 253,284,704 10c 267,829,402
11 Investments—publicly traded securities . 1,793,976,516 11 1,801,829,146
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 ............... 862,917 14 810,086
15 Other assets. See Part IV, line 11 ........... 12,628,924 15 12,548,802
16 Total assets. Add lines 1 through 15 (must equal line 34)... 2,330,580,646 16 2,354,580,583
Liabilities 17 Accounts payable and accrued expenses ..... 153,136,346 17 122,067,690
18 Grants payable ...   18  
19 Deferred revenue ......... 249,315,162 19 257,859,494
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 .. 174,194,964 24 174,222,039
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 712,297,236 25 653,494,629
26 Total liabilities. Add lines 17 through 25.. 1,288,943,708 26 1,207,643,852
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 1,041,636,938 27 1,146,936,731
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 ........... 1,041,636,938 33 1,146,936,731
34 Total liabilities and net assets/fund balances ........ 2,330,580,646 34 2,354,580,583
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,525,138,397
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,317,954,322
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
207,184,075
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,041,636,938
5
Net unrealized gains (losses) on investments ...............
5
-183,081,332
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
81,197,050
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,146,936,731
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 its Form 990PF, Part I, line 2, 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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 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


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
AARP
 
Employer identification number

95-1985500
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2015)

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 BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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
$ 103,057
3
Volunteer hours .............................................................................................................................
 

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
$ 103,057
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$ 0
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$ 103,057
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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2012 (b) 2013 (c) 2014 (d) 2015 (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) 2015


Schedule C (Form 990 or 990-EZ) 2015
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 on 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
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
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 2015 AARP created non-partisan video voter guides for 3 state elections. AARP is non-partisan and does not contribute any monies directly to candidates or political parties.
Schedule C (Form 990 or 990EZ) 2015


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," on 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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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)
Revenue included on 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
Revenue included on 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) 2015

Schedule D (Form 990) 2015
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" on 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, for escrow or custodial account liability?
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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (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 on 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" on 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.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. 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   182,780,050 84,508,967 98,271,083
c Leasehold improvements   40,741,106 24,021,982 16,719,124
d Equipment ...        
e Other ...   298,524,279 192,171,348 106,352,931
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 267,829,402
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. 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    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Post retirement benefits 92,570,342
Deferred membership dues 288,571,711
IBNR reserve 5,503,229
Pension liability 266,849,347
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 653,494,629
2. Liability for uncertain tax positions. 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) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 (losses) 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. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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
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.
Return Reference Explanation
Part X, Line 2: AARP does not believe that there are any unrecognized tax benefits/liabilities that should be recorded.
Schedule D (Form 990) 2015


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.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 its grants and
other 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 its grants and other assistance 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
North America 0 0 Program Services Sponsorship of Toronto International Film Festival 46,846
Europe (Including Iceland & Greenland) 0 0 Program Services General Support 30,054
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 76,900
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 76,900
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
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)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe General Support 30,054        
North America Sponsorship of the Annual Toronto International Film Festival 46,846        
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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
 
3 Enter total number of other organizations or entities .......................MediumBullet
2
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015Page 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) 2015
Schedule F (Form 990) 2015
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 organization may be required to separately 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, Information 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 5
Part V
Supplemental Information
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).
ReturnReference Explanation
Schedule F, Part IV, Questions 1 and 3 - 5 Question 1: AARP invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign corporations. AARP will file other IRS forms in connection with such investments as necessary. Question 3: AARP invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign corporations. AARP will file other IRS forms in connection with such investments as necessary. Question 4: AARP invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, passive foreign investment companies. AARP will file other IRS forms in connection with such investments as necessary. Question 5: AARP invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign partnerships. AARP will file other IRS forms in connection with such investments as necessary.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2015
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" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
AARP
 
Employer identification number

95-1985500
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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 0 597,089 -597,089
 
M&R Strategic Services
2120 L Street NW
 
Washington, DC20037
Creative on-line marketing services   No 0 84,000 -84,000
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   681,089 -681,089
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AK, AL, AR, 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 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.




VerticalRevenue
(a) Event #1

 
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))

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. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on 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

Noncash 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. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct 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) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 3
11
Does the organization conduct 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 conducted 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. 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).
Return Reference Explanation
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.
Schedule G, Part I, Line 2b, column IV Chapman Cubine Adams Hussey & Associates: Professional fees $ 475,812 Advertising costs 119,915 Miscellaneous costs 1,362 Total payments reported on Schedule G $597,089 M&R Strategic Services, Inc.: Professional fees $ 84,000 Total payments reported on Schedule G $ 84,000
Schedule G (Form 990 or 990-EZ) 2015
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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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) AARP Foundation
601 E Street NW
Washington,DC20049
52-0794300 501(c)(3) 19,270,001       General support
(2) AARP Experience Corps
601 E Street NW
Washington,DC20049
26-3698436 501(c)(3) 542,251       General support
(3) Legal Counsel for the Elderly
601 E Street NW
Washington,DC20049
52-1194741 501(c)(3) 2,789,749       General support
(4) Board of Incorporators of the AME Church (dba Women's Missionary Society)
1134 11th Street NW
Washington,DC20001
53-0204696 501(c)(3) 30,000       Sponsor of the 18th Quadrennial Convention in support of AARP's faith-based initiative
(5) Alzheimer's Disease and Related Disorders Association
1212 New York Avenue NW Ste 800
Washington,DC20005
13-3039601 501(c)(3) 75,000       General support
(6) America's Charities
14150 Newbrook Drive Ste 110
Chantilly,VA20151
54-1517707 501(c)(3) 651,512       Payment to be distributed to numerous charities through AARP's matching gift program
(7) Alpha Kappa Alpha Sorority Inc
5656 S Stony Island Ave
Chicago,IL60637
36-2152330 501(c)(7) 25,000       Sponsor of the Alpha Kappa Alpha Sorority 2015 Leadership Seminar
(8) Alpha Phi Alpha Fraternity
2313 Saint Paul Street
Baltimore,MD21218
36-2105176 501(c)(7) 20,000       Sponsor of the 109th Anniversary Convention
(9) Asian American Journalist Association
5 Third Street Ste 1108
San Francisco,CA94103
95-3755203 501(c)(3) 13,500       Sponsor of the Annual Convention and Conference
(10) America Walks
PO Box 10581
Portland,OR97298
04-3401323 501(c)(3) 10,000       Sponsor of the National Walking Summit
(11) American Society on Aging Inc
575 Market St Ste 2100
San Francisco,CA94105
94-2292868 501(c)(3) 50,000       Sponsor of the 2015 Aging in America Conference
(12) Associated Black Charities Inc
1114 Cathedral Street
Baltimore,MD21201
52-1427774 501(c)(3) 20,000       Support for the Restore Baltimore Campaign and 2015 Gala
(13) Black Women's Agenda Inc
5335 Wisconsin Ave NW 440
Washington,DC20015
52-1139558 501(c)(3) 124,701       General support
(14) Board of Hispanic Caucus Chairs
1001 Congress Ave Ste 100
Austin,TX78701
20-2075553 501(c)(3) 25,000       Sponsor of the 10th Annual Conference, Leadership Summit, and Latina State Legislative Caucus Summit
(15) Americas Health Insurance Plans
601 Pennsylvania Ave NW
Washington,DC20004
36-2087641 501(c)(6) 50,000       Support for Sustainable Rx Drug Pricing Campaign
(16) Americas Second Harvest of Big Bend Inc
4446 Entrepot Blvd
Tallahassee,FL32310
59-2610345 501(c)(3) 6,000       General support
(17) Arizona Humane Society
1521 W Dobbins Road
Phoenix,AZ85041
86-0135567 501(c)(3) 30,000       Sponsor of annual pet adoption event
(18) Arizona State University Foundation
555 N Central Ave Ste 500
Phoenix,AZ85004
86-6051042 501(c)(3) 6,000       Sponsor of the Noche de los Diablos Event
(19) Ascend Foundation Inc
1200 Wall Street 9th Floor
New York,NY10005
65-1284462 501(c)(3) 10,000       General support
(20) Citizen's Advocacy Center
1400 16th Street NW Ste 101
Washington,DC20036
52-1856543 501(c)(3) 10,000       Contribution to fund the CAC National Telehealth Conference
(21) Asian and Pacific Islander American Vote
831 N Greenbrier Street
Arlington,VA22205
03-0575412 501(c)(3) 10,000       General support
(22) Aspen Institute
One Dupont Circle Ste 700
Washington,DC20036
84-0399006 501(c)(3) 50,000       Support for the Initiative on Financial Security event on State Innovations to Expand Retirement Savings and sponsorship of the 50th Anniversay Medicare/Medicaid Dinner
(23) Axela Government Relations LLC
1455 Pennsylvania Ave NW Ste 400
Washington,DC20004
05-0622326 Corporation 37,500       Sponsor of the Ideagen Impact Leader Council
(24) Association for the Study of African American Life and History
2225 Georgia Ave NW Ste 331
Washington,DC20059
53-0219640 501(c)(3) 15,000       Sponsor of the 89th Annual Black History Luncheon
(25) Congressional Hispanic Caucus Institute
911 2nd Street NE
Washington,DC20002
52-1114225 501(c)(3) 90,000       2015 Sponsorship and general support
(26) Balm in Gilead Inc
4108 E Parham Road
Richmond,VA23223
13-3696064 501(c)(3) 50,000       Sponsor of the Healthy Churches 2020 Health Education for person 50+ Conference
(27) Bicycle Alliance of Minnesota
214 Park Avenue
Saint Paul,MN55115
41-1719332 501(c)(3) 16,750       General support
(28) Boise State University Foundation Inc
2225 University Drive
Boise,ID83706
82-6010706 501(c)(3) 8,000       Support for the Idaho Caregiver Alliance
(29) Buffalo Soldiers Historical Society Inc
PO Box 47945
Jacksonville,FL32247
20-5976957 501(c)(3) 6,000       General support
(30) Hispanic Federation Inc
55 Exchange Place 5th Floor
New York,NY10005
13-3573852 501(c)(3) 109,500       Sponsor of the Zumbando el el Barrio events and Annual Gala
(31) C Luxe Axiom LLC
1218 Germantown Ave
Philadelphia,PA19122
46-1968084   6,000       Sponsor of the Hispanic Choice Awards
(32) Camden Coalition of Healthcare Providers
800 Cooper Street 7th Floor
Camden,NJ08102
32-0332843 501(c)(3) 1,000,000       Sponsor of the National Center for Complex Care and establishment of the "AARP Scholar in Residence" program.
(33) Campesinos Sin Fronteras
PO Box 423
Somwerton,AZ85350
86-0944114 501(c)(3) 8,000       Sponsor of the four Families in Action Conferences
(34) Capital Pride Alliance Inc
2000 14th St NW Ste 105
Washington,DC20009
26-1763254 501(c)(3) 10,000       Sponsor of various Pride Events
(35) Carter Media Enterprises LLC (dba HBCU Digest)
3131 Persimmon Tree Court
Woodstock,MD21163
45-5581891   10,000       Sponsor of the 2015 HBCU Media Summit and AwardsSponsorship of the 2014 Women's Legislative Briefing
(36) Catalyst
120 Wall Street 15th Floor
New York,NY10005
13-1992402 501(c)(3) 32,700       Membership support for organization focusing on diversity and inclusion in the workplace.
(37) Center for Asian American Media
145 Ninth Street Ste 350
San Francisco,CA94103
94-2801493 501(c)(3) 15,000       Sponsor of the 2015 CAAMFest
(38) Center for Excellence in Assisted Living
2961A Hunter Mill Road
Oakton,VA22124
43-2080306 501(c)(3) 10,000       General support
(39) Center for Health Policy Development
10 Free Street 2nd Floor
Portland,ME04101
52-1576801 501(c)(3) 9,195       Sponsorship and Exhibit Fee for the National Academy for State Health Policy annual meeting.
(40) Milken Institute
1250 4th Street 2nd Floor
Santa Monica,CA90401
95-4240775 501(c)(3) 175,000       Annual Sponsorship support
(41) Center for Planning Excellence
100 Lafayette Street
Baton Rouge,LA70801
20-3827040 501(c)(3) 9,500       Sponsor of the Great Places Award
(42) Centre College of Kentucky
600 W Walnut Street
Danville,KY40422
61-0444671 501(c)(3) 14,000       Sponsor of the KY Gubernatorial debate
(43) National Quality Forum
1030 15th Street NW Ste 800
Washington,DC20005
52-2175544 501(c)(3) 20,000       Sponsor of the NQF "Measure Incubator" program to assist organizations that wish to create healthcare performance measures
(44) Chicago International Film Festival
30 East Adams Ste 800
Chicago,IL60603
36-2545170 501(c)(3) 15,000       Sponsor of the 51st Chicago International Film Festival
(45) Children's Defense Fund
25 E Street NW
Washington,DC20001
52-0895622 501(c)(3) 10,000       Sponsor of the 25th Anniversary Event
(46) Chinatown Photographic Society
132 Waverly Place
San Francisco,CA94108
73-1735157 501(c)(3) 11,050       General supportGeneral support
(47) Christian Methodist Episcopal Church
PO Box 5224
Evanston,IL60203
95-4019870 Church 15,000       Sponsor of the 4th Annual CME Unity Summit
(48) City Club of Portland
901 SW Washington Street
Portland,OR97205
93-0140220 501(c)(3) 6,500       Sponsor of the weekly Friday Forum events
(49) City of Jacksonville
117 W Duval Street
Jacksonville,FL32202
59-6000344 Government 100,000       Sponsor of the 2015 Senior Games and the Jacksonville Jazz Festival
(50) City of Portland
1145 Brighton Avenue
Portland,ME04102
01-6000032 Government 9,000       Donation to Portland Office of Elder Affairs
(51) Skinner Leadership Institute
5875 Solomons Island Road
Tracys Landing,MD20779
52-1830868 501(c)(3) 50,000       Sponsor of the 2015 National Conference Project
(52) Smart Growth America
1707 L Street NW Ste 250
Washington,DC20036
27-0038938 501(c)(3) 15,000       Contribution to the National Complete Streets Coalition
(53) Civic Ventures (dba Encoreorg)
PO Box 29542
San Francisco,CA94129
94-3274339 501(c)(3) 100,000       Sponsor of the Encore Leadership Conference
(54) Civil Rights Museum LLC (dba The International Civil Rights Cntr & Museum)
134 South Elm Street
Greensboro,NC27401
27-0389465 501(c)(3) 6,500       General support
(55) Clarksville Transit System
430 Boillin Lane
Clarksville,TN37040
62-1346109 Government 7,500       General support
(56) Coalition to Transform Advanced Care
1299 Pennsylvania Ave NW Suite 1175
1175
Washington,DC20004
05-0622326 501(c)(3) 60,000       Sponsor of the National Summit and contribution to support "A Roadmap for Success: Transforming Advanced Illness Care in America"General support and sponsorship of National Summit
(57) Mathematica Policy Research Inc
PO Box 2393
Princeton,NJ08543
22-2112296 Corporation 49,415       Grant to support the collaboration to create a "scorecard" with the Commonwealth Fund and the SCAN Foundation in helping states identify gaps in long-term services and support for the elderly.
(58) Alaska Retired Educator Association
214 Birch Street
Kenai,AK99611
92-0055047 501(c)(4) 6,150       General support
(59) Community Foundation of New Jersey
35 Knox Hill Road
Morristown,NJ07963
22-2281783 501(c)(3) 12,000       Sponsor of webinars "Supporting Family Caregivers and "Secure Choice"
(60) Comunidades Unidas
1750 W Research Way Ste 102
West Valley City,UT84119
13-4257724 501(c)(3) 8,000       Sponsor of Fraud Prevention Effort and other events
(61) Congressional Award Foundation
379 Ford Office Building
Washington,DC20515
52-1168592 501(c)(3) 25,000       General support
(62) Congressional Black Caucus Foundation
1720 Massachusetts Ave NW
Washington,DC20036
52-1160561 501(c)(3) 79,500       Sponsor of 45th Annual Legislative Conference
(63) Congressional Hunger Center
400 N Capitol St NW
Washington,DC20001
52-1842738 501(c)(3) 15,000       Sponsor of CHC Congressional Awards Ceremony
(64) Connecticut Center for Social Innovation
298 Eastern Street
New Haven,CT06513
46-3266595 501(c)(3) 10,000       Grant to assist displaced seasoned workers in obtaining employment in the non-profit arena.
(65) Connectional Lay Organization
288 South Hamilton Road
Columbus,OH43213
27-0803370 Church 20,000       Sponsor of the 34th Biennial Session of the Connectional Lay Organization
(66) Corporation for Enterprise Development
1200 G Street NW Ste 400
Washington,DC20005
52-1141804 501(c)(3) 20,000       General support
(67) Council of Senior Centers and Services
49 West 45th St 7th Floor
New York,NY10036
13-2967277 501(c)(3) 7,000       General support
(68) CRW Worldwide LLC
17992 Swans Creek Lane Ste 110
Dumfries,VA22026
46-3068944   15,000       Sponsor of event to raise awareness about the need to create minority owned business and expand opportunities for supplier diversity.
(69) Delta Sigma Theta Sorority Inc
1707 New Hampshire Avenue NW
Washington,DC20009
53-0215218 501(c)(7) 30,000       Corporate Sponsorship
(70) Denver Biennial of the Americas Corp
PO Box 3000382
Denver,CO80203
27-1297346 501(c)(3) 10,000       Sponsor of various events
(71) Department of Internal Medicine
PO Box 648
Columbia,SC29202
57-0786563 Government 6,700       Donation for Day of Service food and food bags
(72) Design Concept DMC LLC
273 Closter Dock Road Ste 1
Closter,NJ07624
26-1479773   21,500       Sponsor of the Digital Health Summit
(73) East West Players
120 N Judge John Aiso Street 4th Fl
Rear
Los Angeles,CA90012
95-6151775 501(c)(3) 25,000       Sponsor of the Golden Anniversary Visionary Awards and Silent Auction
(74) Executive Leadership Foundation
1001 North Fairfax Street Ste 300
Alexandria,VA22314
52-1631358 501(c)(3) 100,000       Sponsor of the Annual Recognition Gala
(75) Florida Tax Watch Research Institute
106 N Bronough St
Tallahassee,FL32301
59-1918055 501(c)(3) 10,000       General support
(76) Citi Performing Arts Center (co Face to Face Inc)
270 Tremont Street
Boston,MA02116
51-0197209 501(c)(3) 42,100       Sponsor of 2015 Festival of Praise Tour
(77) Farmworker Justice
1126 16th St NW Ste 270
Washington,DC20036
52-1196708 501(c)(3) 10,000       Sponsor of Farmworker Justice Reception
(78) Florida Council on Aging
1018 Thomasville Road Ste 110
Tallahassee,FL32303
59-6194436 501(c)(3) 15,000       Sponsor of Conference and Innovations Summit
(79) Flourish Leadership LLC
3634 West Market Street Ste 104
Akron,OH44333
47-1315051   25,000       Sponsor of the 2015 Flourish Conference for Women in Leadership
(80) Friends of the National Museum of the American Latino Inc
1341 G Street NW 5th Floor
Washington,DC20005
94-3445951 501(c)(3) 15,000       Sponsor of the FNMLA 2015 American Latino Awards
(81) Gay-Lesbian-Bisexual Transgender Pride
2021 E Hennepin Ave Ste 460
Minneapolis,MN55413
41-1808096 501(c)(3) 15,000       Sponsor of the 2015 Pride Festival
(82) GBS CIDP Foundation
The Holly Building 104 1/2 Forrest
Avenue
Narberth,PA19072
22-2474769 501(c)(3) 10,000       Sponsor of the 35th Anniversary Celebration
(83) Georgetown University
3300 Whitehaven St NW Ste 500
Washington,DC20057
53-0196603 501(c)(3) 10,000       Support of the Center for Retirement Initiatives
(84) Grand Performances
350 South Grand Avenue Ste A-4
Los Angeles,CA90071
95-4576761 501(c)(3) 15,000       Sponsor of various events
(85) Grantmakers in Aging
2001 Jefferson Davis Hwy Ste 504
Arlington,VA22202
13-4014982 501(c)(3) 15,000       Sponsor of 2015 Annual Conference "Soaring into the Future: Seeking New Horizons in Aging and Philanthropy
(86) Greater Des Moines Convention & Visitors Bureau Inc
400 Locust Street Ste 265
Des Moines,IA50309
42-1221738 501(c)(6) 10,000       Sponsor of the 2016 Iowa Caucus Consortium "Raucous Before the Caucus"
(87) Greater Hartford Community (dba The Travelers Championship)
90 State House Square 11th Floor
Hartford,CT06103
42-1684133 501(c)(3) 10,000       Sponsor of the BlumShapiro 5k for Camp Courant
(88) Crime Stoppers of Central Indiana
7549 W Morris Street
Indianapolis,IN46231
31-1125710 501(c)(3) 15,000       General support
(89) Health 20 LLC
30 East Adams Ste 800
San Francisco,CA94107
26-1478553   52,000       Sponsor of the 2015 Health Innovation Conference
(90) Hepatitis B Foundation
3805 Old Easton Road
Doyleslown,PA18902
23-2655669 501(c)(3) 7,500       General support
(91) Hispanic Association of Colleges and Universities
8415 Datapoint Drive Ste 400
San Antonio,TX78229
74-2466103 501(c)(3) 15,000       Sponsor of the 2015 HACU Annual Conference
(92) Hispanic Scholarship Fund
1411 W 190th Street Ste 700
Grardena,CA90248
52-1051044 501(c)(3) 15,000       Sponsor of the 2015 Alumni Hall of Fame Gala
(93) History Makers
1900 South Michigan Avenue
Chicago,IL60616
36-4328170 501(c)(3) 25,000       Support for The HistoryMakers' An Evening With Shelia Johnson
(94) Home Works of America Inc
3823 West Beltline Blvd
Columbia,SC29204
56-2027026 501(c)(3) 19,000       General support
(95) Asian American Health Coalition (dba Hope Clinic)
7001 Corporate Drive Ste 120
Houston,TX77036
31-1756818 501(c)(3) 7,500       Sponsor of the 2015 National Conference Project
(96) Hot Summer Jazz Festival
214 East 4th Street Ste 140
Saint Paul,MN55101
41-2010585 501(c)(3) 50,000       Sponsor of the 2015 Hot Summer Jazz Festival
(97) Human Rights Campaign Inc
1640 Rhode Island Avenue NW
Washington,DC20036
52-1243457 501(c)(4) 30,000       Sponsor of the 2015 Diamond National Dinner
(98) Huntsman World Senior Games
1070 West 1600 South Ste A-103
St George,UT84770
87-0447330 501(c)(3) 15,000       Sponsor of the 2015 Huntsman Senior World Games
(99) Idaho Governor's Cup Scholarship Fund Inc
PO Box 983
Boise,ID83701
20-8277116 501(c)(3) 8,000       Sponsor of the 2015 Idaho Governor's Cup
(100) Idaho Voluntary Organization Active
PO Box 16761
Boise,ID83705
42-1537165 501(c)(3) 10,000       Donation for wildfire disaster relief in helping to rebuild homes
(101) Imagen Foundation
18034 Ventura Blvd Ste 261
Encino,CA91316
95-4530300 501(c)(3) 10,000       Sponsor of the 2015 Imagen Awards
(102) IMARA Communications Group
PO Box 11321 Capital Station
Columbia,SC29211
Corporation 25,000       Donation and Sponsorship of the Health Empowerment Tour
(103) International Latino Cultural Center
676 North LaSalle Street Ste 520
Chicago,IL60654
36-3580462 501(c)(3) 21,000       Sponsor of the 31st Chicago Latino Film Festival and Reel Film Club
(104) Jacksonville Community Council Inc
100 Festival Park Drive
Jacksonville,FL32202
59-1163905 501(c)(3) 25,000       Sponsor of the Re-Think Aging Implementation
(105) Japanese American Citizens League
Masao Building 1765 Sutter Street
San Francisco,CA94115
94-1245885 501(c)(3) 10,000       Sponsor of the 2015 National Convention
(106) Junior Achievement of Georgia Discovery
460 Abernathy Road NE
Atlanta,GA30328
46-2774184 501(c)(3) 7,500       General support
(107) Justice in Aging
1444 Eye St NW
Washington,DC20005
95-3132674 501(c)(3) 25,000       Sponsor of the "Advocacy Starts at Home" event
(108) Kentucky State University Foundation Inc
400 E Main Street
Frankfort,KY40601
23-7351574 501(c)(3) 7,500       Sponsor of the Inaugural Leadership Appreciation Breakfast
(109) Labor Council for Latin American Advancement
815 16th St NW 3rd Floor
Washington,DC20006
52-1002207 501(c)(3) 80,000       Donation to support LCLAA's Social Security, Medicare/Medicaid, and Financial Security Education and Advocacy Project.
(110) Latino Leaders Network Inc
1140 Connecticut Avenue NW
Washington,DC20036
51-0601578 501(c)(3) 10,000       Sponsor of the "Tribute to Mayors" event
(111) Leadership Conference
1629 K Street NW Ste 1000
Washington,DC20006
52-0789800 501(c)(4) 35,000       Sponsor of the Annual Leadership Conference on Civil and Human Rights Award Dinner
(112) League of United Latin American Citizens
201 East Main St Ste 605
El Paso,TX79901
74-6090399 501(c)(4) 117,500       Sponsor of various events including "Latinos for a Secure Retirement" summit," "Latinos Living Healthy, and "LULAC Conference."
(113) Links Foundation
1200 Massachusetts Avenue NW
Washington,DC20005
52-1170830 501(c)(3) 165,000       Support for various programs and events
(114) Long-Term Quality Alliance
1233 20th Street NW Ste 303
Washington,DC20036
46-3140288 501(c)(3) 20,000       2015 dues to partner with other groups committed to improving the quality & delivery of long-term services and support.
(115) Louisville Area Chamber of Commerce
614 W Main Street Ste 600
Louisville,KY40202
61-0434089 501(c)(6) 25,000       Sponsor of the Louisville Innovation Summit
(116) Maine State Housing Authority
353 Water Street
Augusta,ME04330
01-0312916 Government 5,500       Sponsor of the Maine Affordable Housing Conference
(117) March of Dimes Foundation
2120 Washington Blvd Ste 425
Arlington,VA22204
13-1846366 501(c)(3) 15,000       Sponsor of the March of Dimes Gourmet Gala
(118) Martin Luther King Jr Center for Nonviolent Social Change
449 Auburn Avenue NE
Atlanta,GA30312
58-1030989 501(c)(3) 15,000       Sponsor of the Salute to Greatness Award
(119) Mary Furlong & Associates
3527 Mt Diablo Blvd 128
Lafayette,CA94549
25-1902889   40,000       Sponsor of "What's Next Boomer Business Summit and "Silicon Valley Boomer Venture Summit"
(120) Massachusetts Institute of Technology
77 Massachusetts Avenue E40-279
Cambridge,MA02139
04-2103594 501(c)(3) 250,000       Grant to support the MIT AgeLab
(121) Massachusetts Assoc of Councils on Aging and Senior Center Directors Inc
116 Pleasent Street Ste 306
Easthampton,MA01027
04-2793624 501(c)(3) 5,200       Sponsorship of 2015 MCOA Fall Conference
(122) Media Bridges Inc
444 Fourth Street Ste 22
Davis,CA95616
94-3276865 501(c)(3) 25,000       Sponsorship of the documentary "All American: The Story of Norman Mineta"
(123) Medicare Rights Center
266 W 37th St 3rd Fl
New York,NY10018
13-3505372 501(c)(3) 25,000       Donation for support of policy programming related to Medicare quality initiatives and payment and delivery system reform and sponsorship for the Medicare Rights Center's Annual Awards Dinner
(124) Metamorphosis Conference Inc
13950 Hillcroft St
Houston,TX77085
26-0907430 501(c)(3) 15,000       Sponsorship of the 2015 Metamorphosis Women's Conference Project
(125) Metroplex Economic Development Corporation
3635 Dan Morton Drive
Dallas,TX75236
75-2768840 501(c)(3) 50,000       Sponsor of the MegaFest2015
(126) Mexican Institute of Greater Houston Inc
4601 Caroline Street
Houston,TX77004
76-0375543 501(c)(3) 7,500       Sponsor of the 2015 Gala de la Independencia
(127) Minerva Educational Foundation Inc
931 W 75th Street Ste 137/238
Naperville,IL60565
36-4063891 501(c)(3) 9,000       Sponsor of the Red Hot Fashion Show Benefit and Award event
(128) Monumental Scholars Fund Inc
104 Hume Avenue
Alexandria,VA22301
47-3018272 501(c)(3) 10,000       Sponsor of the 2015 BFW Dinner
(129) Musicians on Call Inc
39 West 32nd St 1103
New York,NY10001
13-4067116 501(c)(3) 10,000       General support
(130) MT Secretary of State
1400 Broadway A113 Cogswell
Building
Helena,MT59620
81-0302402 Government 6,000       Support of Caregiver Module questions included on Montana BRFSS survey
(131) NALEO Education Fund
1122 W Washington Blvd 3rd Floor
Los Angeles,CA90015
52-1212849 501(c)(3) 25,000       Sponsor of the 2015 NALEO Legislative Summit on Health
(132) National Academy of Sciences
500 5th Street NW
Washington,DC20001
53-0196932 501(c)(3) 20,000       Sponsor of the National Academies of Sciences, Engineering, and Medicine Forum on Aging, Disability, and Independence
(133) National Academy of Social Insurance
1200 New Hampshire Ave NW Ste 830
Washington,DC20036
52-1451753 501(c)(3) 10,000       Sponsor of an Innovation Symposium "Medicare and Medicaid at 50"
(134) National Adult Protective Services Association
920 South Spring Street
Springfield,IL62704
30-0044497 501(c)(3) 25,000       Sponsor of the Annual Conference, Summit on Elder Financial Exploitation, and First Global Summit for World Elder Abuse Awareness Day
(135) National Archives Foundation
700 Pennsylvania Ave NW Room G-12
Washington,DC20408
52-1792608 501(c)(3) 20,000       General support
(136) National Association for the Advancement of Colored People
4805 Mt Hope Drive
Baltimore,MD21215
13-1084135 501(c)(4) 25,000       Sponsor of the 2015 NAACP Convention
(137) National Association of Black Owned Broadcasters Inc
1201 Connecticut Ave NW Ste 200
Washington,DC20036
63-0773764 501(c)(3) 30,000       Sponsor of the 39th Annual Fall Broadcast Management Conference and The Power of Urban Radio Forum.
(138) National Association of States United for Aging and Disabilities
1201 15th Street NW 350
Washington,DC20005
39-6095459 501(c)(3) 60,000       General support and the Sponsorship of the 2015 NASUAD/HCBS Conference
(139) National Black College Alumni Hall of Fame
230 Peachtree Street
Atlanta,GA30303
58-1923131 501(c)(3) 6,000       Sponsor of the NBCAHFF 2015 Signature Legacy of Leaders Alumni Awards
(140) National Coalition for Asian Pacific American Community Development
1628 16th Street NW 4th Floor
Washington,DC20009
91-2121566 501(c)(3) 15,000       Sponsor of the 2015 Convention
(141) National Coalition on Black Civic Participation
1050 Connecticut Ave NW 10 Fl-Ste
1000
Washington,DC20036
52-1253112 501(c)(3) 110,000       Sponsor of The National Coalition's Black Women's Roundtable (BWR) Empowerment Project and 4th Annual BWR Women of Power National Summit and the Retirement Security Sessions for the BWR Summit. Support for various projects including the entrepreneurship training webinar series and empowerment tour.
(142) National College of Probate Judges
300 Newport Avenue
Williamsburg,VA23185
36-2856777 501(c)(3) 12,500       Sponsor of the Annual Banquet Dinner
(143) National Committee for Quality Assurance
1100 13th Street NW Ste 10000
Washington,DC20005
52-1191985 501(c)(3) 25,000       Contribution in support of the "Patient Experience Reporting Improvement Initiative"
(144) National Consumer Voice for Quality Long-Term Care
1001 Connecticut Avenue NW Ste 425
Washington,DC20036
52-1122531 501(c)(3) 15,000       Sponsor of the 2015 Consumer Voice's Annual Conference
(145) National Consumers League
1701 K Street NW Ste 1200
Washington,DC20006
53-0242038 501(c)(3) 8,000       Support for Health Advisory Council Membership and sponsorship for the 2015 Trumeter Awards Dinner
(146) National Council of La Raza NCLR
1126 16th St NW Ste 600
Washington,DC20036
86-0212873 501(c)(3) 55,000       Sponsor of the 2015 NCLR Conference and National Latino Family Expo
(147) National Council of Negro Women Inc
633 Pennsylvania Ave NW
Washington,DC20004
53-0173054 501(c)(3) 50,000       Sponsor of the NCNW 80th Anniversary & Uncommon Height Gala
(148) National Military Family Association
3601 Eisenhower Avenue Ste 425
Alexandria,VA22304
52-0899384 501(c)(3) 100,000       General Support
(149) National Newspaper Association
1816 12th Street NW
Washington,DC20009
53-0244796 501(c)(6) 35,000       Sponsor of the NNPA Leadership Reception
(150) National Urban League Inc
120 Wall Street 8th Floor
New York,NY10005
13-1840489 501(c)(3) 25,000       Sponsor of the Annual Conference
(151) NCSL Foundation for State Legislatures
7700 East First Place
Denver,CO80230
74-2232576 501(c)(3) 27,500       Support for the collaboration with NCSL Foundation on Retirement Security and sponsorship of various events.
(152) Nebraska Hospital Association
3255 Salt Creek Circle Ste 100
Lincoln,NE68504
47-0384546 501(c)(6) 15,000       Grant to complete an analysis of the Nebraska economic impact of expanding Medicaid eligibility as authorized by the Patient Protection & Affordable Care Act.
(153) New America Alliance Inc
PO Box 1270
Allen,TX75013
54-2036215 501(c)(6) 25,000       Sponsor of the 15th Annual Wall Street Summit
(154) New Orleans Council on Aging
PO Box 19067
New Orleans,LA70179
72-0634096 501(c)(3) 10,000       General support
(155) Newport City Renaissance Corporation
194 Main Street 208
Newport,VT05855
45-0565353 501(c)(6) 9,500       General support
(156) NNA Fund
1819 L Street NW Ste 400
Washington,DC20036
26-0866502 501(c)(3) 290,000       General support
(157) North Carolina A and T University
1601 E Market Street
Greensboro,NC27411
46-5692225 501(c)(3) 30,000       General support
(158) Odunde Inc
2308 Graysferry Avenue
Philadelphia,PA19146
23-2311811 501(c)(3) 6,500       General support
(159) Office for Regional Conference Ministry
Oakwood College - Box 154
Huntsville,AL35896
63-1214143 Church 10,000       Sponsor of the 2015 Annual Pastors Evangelism and Leadership Conference
(160) Okanogan County Community Action Council
424 Second Avenue South
Okanogan,WA98840
91-0814162 501(c)(3) 15,000       Disaster relief for wildfire victims
(161) Omega Psi Phi Fraternity Inc
3951 Snapfinger Parkway
Decatur,GA30035
53-0209696 501(c)(7) 30,000       Sponsor of the 2015 Leadership Conference
(162) Organization of Chinese Americans
1322 18th Street NW
Washington,DC20036
23-7250499 501(c)(3) 37,000       Sponsor of various events including the 2015 OCA National Convention.
(163) Oyster Bay Charitable Fund Inc
PO Box 132
Oyster Bay,NY11771
20-1026596 501(c)(3) 20,000       Sponsor of the 32nd Annual Oyster Festival
(164) Pacific Arts Movement
2508 Historic Decatur Road
San Diego,CA92106
33-1001523 501(c)(3) 10,000       Sponsor of the 16th San Diego Asian Film Festival
(165) Performing Arts Center of Suffolk County (dba The Gateway)
215 South Country Road
Belport,NY11713
27-4642820 501(c)(3) 25,000       Sponsor of the 2015 Season at the Performing Arts Center on Long Island
(166) Personal Connected Health Alliance LLC
27893 Network Place
Chicago,IL60673
36-4781100   30,000       Sponsor of the 2015 mHealth Summit "Anytime, Anywhere: Engaging Patients & Providers" hosted by mHealth.org
(167) Philippine Independence Day Council Inc
291 Broadway Ste 1501
New York,NY10007
02-0574478 501(c)(3) 5,550       Sponsor of the Philippine Independence Day Parade and Festival and other events
(168) Pierre Area Retired School Personnel
302 N Buchanan Ave
Pierre,SD57501
26-3396843   5,800       General support
(169) Pinellas County Urban League Inc
333 31st St North
St Petersburg,FL33713
59-1665523 501(c)(3) 10,000       Sponsor of the "Dream Clinic" at the Paint Your Dreams Event
(170) Potters House of Dallas Inc
6777 West Kiest
Dallas,TX75236
31-1506712 Church 25,000       Sponsor of the Pastors and Leadership Conference
(171) Professional Women in Advocacy Conference
9919 Meriden Road
Potomac,MD20854
26-2955038   10,000       Sponsor of the 2015 PWIA Conference
(172) Rhode Island Builders Association
450 Veterans Memorial Pkwy
East Providence,RI02914
05-0254618 501(c)(3) 12,000       Sponsor of the RI Builders Association Home Show
(173) Smithsonian Institution
1000 Jefferson Drive SW
Washington,DC20560
53-0206027 501(c)(3) 20,000       Sponsor of the Day of the Dead Festival at the National Museum of the American Indian
(174) Robinson and Associated Communications (dba Diversity Woman Magazine)
1183 University Drive Ste 105-131
Burlington,NC27215
86-1128872   15,000       Sponsor of the 2015 National Diversity Women's Business Leadership Conference
(175) Saint Anselm College
100 Saint Anselm Drive
Manchester,NH03102
02-0222182 501(c)(3) 33,333       Sponsor of the New Hampshire Institute of Politics for nonpartisan programming
(176) Salvador Dali Museum Inc
One Dali Blvd
St Petersburg,FL33701
59-2015192 501(c)(3) 10,000       General support
(177) Services and Advocacy for GLBT Elders
305 7th Ave 15th Floor
New York,NY10001
13-2947657 501(c)(3) 70,000       Sponsor of the 20th Anniversary SAGE Awards and programs
(178) Shakespeare Theatre Company
516 8th St SE
Washington,DC20003
52-1405988 501(c)(3) 9,406       Sponsor of the Mainstage Production of "As You Like It"
(179) Share Our Strength Inc
1030 15th Street NW Ste 1100
Washington,DC20005
52-1367538 501(c)(3) 10,000       Sponsor of the 2015 DC No Kid Hungry Dinner - School Breakfast Hero
(180) Sigma Gamma Rho Sorority Inc
1000 Southhill Drive
Cary,NC27513
35-6020472 501(c)(7) 10,000       Sponsor of the 2015 Annual Leadership Summit
(181) Sioux Falls Jazz and Blues Society
PO Box 1285
Sioux Falls,SD57101
46-0418356 501(c)(3) 20,000       Sponsor of the 2015 JazzFest
(182) Smithsonian Institution Ntnl Museum of African American History and Culture
1000 Jefferson Drive SW
Washington,DC20560
53-0206027 501(c)(3) 1,000,000       Support of the Smithsonian's National Museum of African American History and Culture Capital Campaign.
(183) South Carolina Association of Habitat Affiliates
PO Box 1990
Mt Pleasant,SC29465
46-0980402 501(c)(3) 10,000       General support
(184) South Carolina Research Hospital and Education Foundation Inc
1000 Center Point Road
Columbia,SC29210
57-6026361 501(c)(3) 10,000       General support
(185) The State Agricultural and Mechanical Society of South Carolina
PO Box 393
Columbia,SC29202
57-0254875 501(c)(3) 23,625       Sponsor of "AARP Senior Day at the Fair"
(186) St Barnabas Senior Services of Los Angeles
675 S Carondelet St
Los Angeles,CA90057
95-1641435 501(c)(3) 7,500       Sponsor of the 6th Annual LAAAC Summit on Aging
(187) State of Connecticut
55 Elm Street 3rd Floor
Hartford,CT06106
06-6000798 Government 15,000       Grant for feasibility study on the implementation of a public retirement program for private sector employees with no access to an employer sponsored plan.
(188) Minnesota Zoo
13000 Zoo Boulevard
Apple Valley,MN55124
51-0147653 501(c)(3) 7,500       Sponsor of Music in the Zoo events
(189) Tennessee Forward DBA Coalition for a Healthy Tennessee
333 Commerce Street
Nashville,TN37201
47-1189229 501(c)(4) 20,000       General support
(190) Tennis Foundation of Connecticut
900 Chapel Street Ste 622
New Haven,CT06510
06-1287098 501(c)(3) 5,500       Sponsor of the 2015 Connecticut Open
(191) The Advertising Council Inc
815 Second Ave 9th Floor
New York,NY10017
13-0417693 501(c)(3) 25,000       Sponsor of the Ad Council Public Service Award Dinner
(192) Three Square
4190 Pecos Road
Las Vegas,NV89115
30-0396918 501(c)(3) 10,000       General support
(193) Tides Center (National Veteran's Network Project)
291 Broadway
New York,NY10007
94-3213100 501(c)(3) 35,000       General support
(194) Tourism Cares Inc
275 Turnpike Street Ste 307
Canton,MA02021
20-2013457 501(c)(3) 12,000       Membership contribution and sponsor of the Journey Through Hallowed Ground and Williams and Grand Canyon volunteer events.
(195) Town of Bowdoinham
13 School Street
Bowdoinham,ME04008
01-6000077 Government 6,500       Grant for the Age Friendly Community Initiative
(196) Twin Cities Public Television
172 East Fourth Street
Saint Paul,MN55101
41-0769851 501(c)(3) 10,000       Sponsor of Next Avenue Pilot Phase
(197) United Way of Central MD
100 South Charles St 5th Floor
Baltimore,MD21201
52-0591543 501(c)(3) 15,000       Grant for the Restore Baltimore Campaign
(198) University of Southern California - Family Caregiver Support Center
3715 McClintock Avenue
Los Angeles,CA90089
95-1642391 501(c)(3) 35,000       Grant for Caregiver Task Force
(199) US Association of Former Members of Congress
1401 K Street NW Ste 503
Washington,DC20005
54-0883744 501(c)(3) 12,000       Sponsor of the Annual Statesmanship Award Dinner
(200) US Library of Congress
101 Independence Avenue SE
Washington,DC20540
53-6002532 Government 100,000 150,000 FMV In-kind marketing contributions Sponsor of the 2015 National Book Festival
(201) USAgainstAlzheimers Network
1101 K St NW 400
Washington,DC20005
45-0672514 501(c)(3) 6,446       Sponsor of "Future Imperatives in the Global Fight Against Alzheimers and Dementia"
(202) Visual Arts Research and Resource Center
1825 Park Avenue Suite 602
New York,NY10035
13-3054001 501(c)(3) 20,000       Sponsor of the 2015 Spring Gala: A Musical Tribute to Graciela
(203) WellMed Charitable Foundation
8637 Fredricksburg Road Ste 100
San Antonio,TX78240
20-6087010 501(c)(3) 7,500       Sponsor of the 2015 Caregiver Event
(204) West Virginia University Foundation Inc
PO Box 6031
Morgantown,WV26506
55-6017181 501(c)(3) 7,000       Sponsorship of the National Extension Association for Families & Consumer Sciences National Meeting
(205) White House Conference on Aging
200 Independence Ave SW
Washington,DC20201
Government 310,000       Sponsor of the White House Conference on Aging
(206) Whitman Walker Clinic Inc
1701 14th St NW
Washington,DC20009
52-1122122 501(c)(3) 10,000       Sponsor of the Mautner Project 26th Anniversary Celebration
(207) Womens Home and Overseas Missionary
3225 W Sugar Creek Road
Charlotte,NC28269
41-2124189 501(c)(3) 20,000       Sponsor of WH&OMS Convention
(208) Women's Institute for a Secure Retirement
1140 Nineteenth St NW Ste 550
Washington,DC20036
52-1997317 501(c)(3) 15,000       2015 WISER Advisory Council Membership
(209) Women's Policy Inc
409 12th Street NW Ste 600
Washington,DC20024
52-1914894 501(c)(3) 10,000       Sponsor of the 2015 Congressional Dinner
(210) Young Eventions Group
3695 Cascade Road SW Ste F-2157
Atlanta,GA30331
46-3864590 501(c)(3) 10,000       Sponsor of the 2nd Annual Women2Women Conference and Intergenerational Life Lessons & Legacies
(211) Young Invincibles
1411 K St NW Ste 400
Washington,DC20005
46-2214021 501(c)(3) 70,000       General support
(212) Young Mens Christian Association of Greater San Antonio
3233 N St Marys Street
San Antonio,TX78212
74-1109634 501(c)(3) 10,000       Sponsor of the Siclovia Event
(213) Zeta Phi Beta Sorority Inc
734 New Hampshire Ave NW
Washington,DC20011
53-0261012 501(c)(7) 10,000       Sponsor of the 2015 Zeta Organizational Leadership Conference
(214) Start-up Health LLC
2000 Broadway 18th Floor
New York,NY10023
45-4362441   12,500       General support
(215) Council of State Governments
2760 Research Park Drive
Lexington,KY40511
36-6000818 501(c)(3) 15,000       Sponsor of the 2015 National Conference
(216) Employee Benefit Research Institute
1100 13th Street NW
Washington,DC20005
52-1190398 501(c)(3) 15,000       General support
(217) National Association of Home Builders
1201 15th Street NW 6th Floor
Washington,DC20005
88-0359303 501(c)(6) 20,000       Sponsor of the 50+ Leadership Circle Strategic Partnership
(218) Stanford University (Center on Longevity)
579 Serra Mall
Stanford,CA94305
94-1156365 501(c)(3) 50,000       Membership support for the Center for Longevity
(219) Pension Rights Center
1350 Connecticut Avenue NW Ste 206
Washington,DC20036
52-1059121 501(c)(3) 30,000       Contribution to support ongoing work to promote state-administered retirement plans for private-sector employees.
(220) Philippine Fiesta USA Inc
124 East 40th Street Ste 1004
New York,NY10016
30-0114970 501(c)(3) 7,500       General support
(221) Springboard
27 Woods Way
Princeton,NJ05540
22-3325069 501(c)(3) 8,333       General support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
196
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
33
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Schedule I, Part II The AARP's Office of the Chief of Staff reviews and approves all requests for contributions, taking into consideration the mission of the donee organization and how the contribution will support AARP's goals and advance our mission.
Schedule I (Form 990) 2015



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 on 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
directors, trustees, officers, including 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on 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 on 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" on 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) 2015

Schedule J (Form 990) 2015
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 on 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 in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1Jo Ann JenkinsChief Executive Officer (i)

(ii)
637,500
-------------
0
221,530
-------------
0
11,471
-------------
0
85,307
-------------
0
17,686
-------------
0
973,494
-------------
0
0
-------------
0
2Scott FrischEVP & COO (i)

(ii)
408,713
-------------
0
107,226
-------------
0
1,015
-------------
0
80,221
-------------
0
17,668
-------------
0
614,843
-------------
0
0
-------------
0
3Robert R Hagans JrCFO until 3/31/2015 (i)

(ii)
201,196
-------------
0
107,038
-------------
0
365,368
-------------
0
75,784
-------------
0
9,580
-------------
0
758,966
-------------
0
0
-------------
0
4Nancy A LeaMondEVP State and National Gro (i)

(ii)
517,709
-------------
0
152,185
-------------
0
7,401
-------------
0
73,970
-------------
0
1,877
-------------
0
753,142
-------------
0
0
-------------
0
5Emilio PardoEVP & Chief Brand Officer (i)

(ii)
432,829
-------------
0
120,574
-------------
0
1,602
-------------
0
70,258
-------------
0
11,110
-------------
0
636,373
-------------
0
0
-------------
0
6Steven ConeEVP until 3/31/2015 (i)

(ii)
204,012
-------------
0
113,907
-------------
0
258,883
-------------
0
66,038
-------------
0
6,018
-------------
0
648,858
-------------
0
0
-------------
0
7Kevin DonnellanEVP & Chief of Staff (i)

(ii)
372,960
-------------
0
109,647
-------------
0
2,682
-------------
0
82,128
-------------
0
11,110
-------------
0
578,527
-------------
0
0
-------------
0
8Cynthia LewinEVP & General Counsel (i)

(ii)
359,942
-------------
0
99,663
-------------
0
2,688
-------------
0
79,673
-------------
0
19,227
-------------
0
561,193
-------------
0
0
-------------
0
9Nancy SmithEVP & Corporate Secretary (i)

(ii)
343,602
-------------
0
95,156
-------------
0
3,821
-------------
0
78,159
-------------
0
1,856
-------------
0
522,594
-------------
0
0
-------------
0
10Lorraine Cortes-VazquezEVP until 3/31/2015 (i)

(ii)
167,935
-------------
0
94,504
-------------
0
219,371
-------------
0
73,123
-------------
0
6,006
-------------
0
560,939
-------------
0
0
-------------
0
11Debra WhitmanEVP Policy & International (i)

(ii)
329,435
-------------
0
92,669
-------------
0
1,127
-------------
0
77,814
-------------
0
17,647
-------------
0
518,692
-------------
0
0
-------------
0
12Terry BradwellEVP Chief Information Offi (i)

(ii)
311,965
-------------
0
97,303
-------------
0
1,105
-------------
0
73,813
-------------
0
11,022
-------------
0
495,208
-------------
0
0
-------------
0
13Harroll BackusEVP States until 3/31/2015 (i)

(ii)
85,304
-------------
0
77,695
-------------
0
326,388
-------------
0
47,709
-------------
0
3,199
-------------
0
540,295
-------------
0
0
-------------
0
14Martha BoudreauEVP & Chief Comm & Mktg Of (i)

(ii)
423,462
-------------
0
30,192
-------------
0
2,682
-------------
0
80,955
-------------
0
19,074
-------------
0
556,365
-------------
0
0
-------------
0
15Lucy TheilheimerSVP - Org & Mgmt Effectiveness (i)

(ii)
154,597
-------------
0
58,515
-------------
0
279,299
-------------
0
60,063
-------------
0
3,765
-------------
0
556,239
-------------
0
0
-------------
0
16Mary Reeves MorganVP - Bus Qual & Process Improvement (i)

(ii)
168,887
-------------
0
55,718
-------------
0
253,886
-------------
0
63,393
-------------
0
11,605
-------------
0
553,489
-------------
0
0
-------------
0
17Nileeni MeegamaVP - MME Plan, Ops & Perform Mgmt (i)

(ii)
124,736
-------------
0
56,935
-------------
0
257,713
-------------
0
53,075
-------------
0
5,307
-------------
0
497,766
-------------
0
0
-------------
0
18Mary Ann RiesenbergChief Compliance Officer (i)

(ii)
78,437
-------------
0
57,153
-------------
0
304,213
-------------
0
39,988
-------------
0
5,540
-------------
0
485,331
-------------
0
0
-------------
0
19Mary Cheryl MatheisSr Principal & Counsel- Ext Affairs (i)

(ii)
116,675
-------------
0
52,694
-------------
0
280,374
-------------
0
47,047
-------------
0
10,224
-------------
0
507,014
-------------
0
0
-------------
0
20Gail E AldrichFormer Board Chair (i)

(ii)
0
-------------
0
0
-------------
0
11,273
-------------
0
0
-------------
0
0
-------------
0
11,273
-------------
0
0
-------------
0
21Addison B RandFormer CEO (i)

(ii)
0
-------------
0
233,280
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
233,280
-------------
0
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
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.
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 2015, 4 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 2015: Jo Ann Jenkins: 1) group-term life and supplemental life insurance policy, premiums paid by AARP in 2015 were $7,247.00; 2) spousal travel of $3,863.76; and 3) parking benefits of $360.00 All items were treated as taxable compensation to Ms. Jenkins in 2015.
Part I, Line 4a Robert R. Hagans, Jr. received a separation package in the amount of $328,618.75 in 2015. Harroll Backus received a separation package in the amount of $300,546.85 in 2015. Stephen Cone received a separation package in the amount of $229,306.55 in 2015. Lorraine Cortes-Vazquez received a separation package in the amount of $190,442.08 in 2015. Mary Ann Riesenberg received a separation package in the amount of $284,403.16 in 2015. Lucy Theilheimer received a separation package in the amount of $257,486.22 in 2015. Mary Cheryl Matheis received a separation package in the amount of $257,337.20 in 2015 Mary Reaves Morgan received a separation package in the amount of $235,914.28 in 2015. Nileeni Meegama received a separation package in the amount of $234,576.30 in 2015.
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.
Schedule J (Form 990) 2015
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
AARP
 
Employer identification number

95-1985500
Return Reference Explanation
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 Operating 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 Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed.
Form 990, Part VI, Section B, line 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.
Part VII, Sec. A, Officers, Key Employees, and Highest Compensated Employee AARP has a standard 40 hour work week and are the average hours disclosed on Form 990. Officers, key employees, and highest compensated employees often work in excess of that amount.
Form 990, Part IX, line 11g Consulting and Professional Services: Program service expenses 146,527,887. Management and general expenses 20,418,802. Fundraising expenses 37,687. Total expenses 166,984,376. Member Call Centers: Program service expenses 17,789,657. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,789,657.
Form 990, Part XI, line 9: Actuarial adjustment to pension plan discount rate 81,197,656. Paid in Capital adjustment -151. Income from Partnership K-1s -455.
Schedule R, Part V, Question 2, Transactions with Related Organizations 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) 2015


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
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" on 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 0 129,944,721 AARP
 
(2) AARP 650 F 2-3 LLC
601 E Street NW
Washington,DC20049
95-1985500
Real estate holding company DE 0 12,943,864 AARP
 
(3) AARP 650 F 4-5 LLC
601 E Street NW
Washington,DC20049
95-1985500
Real estate holding company DE 0 11,978,712 AARP
 
(4) AARP Carson Place LLC
601 E Street NW
Washington,DC20049
95-1985500
Real estate holding company DE 0 23,748,266 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 3,152,209 7,872,813 AARP
 
(7) Life Reimagined LLC
601 E Street NW
Washington,DC20049
46-2850578
Assist people in transitioning their lives to reach their personal goals DC 5,476,371 19,433,700 AARP
 
Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on 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 Foundation
 
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) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on 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" on 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 1,348,710 8,517,489 100.000 % Yes  
(2) AARP Services Inc (consolidated)

650 F Street NW
Washington,DC20004
52-2141065
Quality control and research DE AARP
 
C 142,616,115 88,226,448 100.000 % Yes  










Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on 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
Yes
 
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) AARP Foundation (cash contributions)

B 19,270,001 cash paid
(2) AARP Foundation (subgrants for charitable activities)

C 5,105,055 grant agreements
(3) AARP Foundation (bond standby agreement)

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

L 22,042,225 allocable costs incurred
(5) AARP Foundation (in-kind advertising)

L 4,902,760 publication space FMV
(6) AARP Foundation (building maintenancetelephone)

Q 668,996 costs incurred
(7) AARP Foundation (mailing list)

Q 0 see supplemental information
(8) AARP Foundation (shared employee reimbursement)

P 293,539 actual salaries for time reported
(9) AARP Foundation (shared employee reimbursement)

Q 33,167 actual salaries for time reported
(10) AARP Foundation (15k national event and 25k annual fee line of credit)

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

S 1,381,363 cash paid
(12) Legal Counsel for the Elderly (cash contributions)

B 2,789,749 cash paid
(13) Legal Counsel for the Elderly (in-kind contributions)

L 2,742,344 allocable costs incurred
(14) Legal Counsel for the Elderly (in-kind rent)

N 619,223 costs incurred
(15) Legal Counsel for the Elderly (telephone)

Q 3,767 costs incurred
(16) Legal Counsel for the Elderly (insurance)

S 10,321 cash paid
(17) AARP Experience Corps (cash contributions)

B 542,251 cash paid
(18) AARP Experience Corps (in-kind shared services)

L 53,268 allocable costs incurred
(19) AARP Experience Corps (telephone)

Q 352 costs incurred
(20) AARP Services Inc (advertising & sponsorship)

L 8,034,990 FMV
(21) AARP Services Inc (shared services)

Q 16,828,845 costs incurred
(22) AARP Services Inc

M 88,576,359 FMV
(23) AARP Services Inc (rent)

A 3,135,309 costs incurred
(24) AARP Services Inc (telephone insurance member event)

Q 96,920 FMV
(25) AARP Services Inc (reimburse for pension plan contribution)

S 2,551,854 portion of plan funding
(26) AARP Services Inc (reimburse for post retirement health benefit)

S 356,422 portion of plan funding
(27) AARP Services Inc (fixed assets)

R 176,159 NBV
(28) AARP Insurance Plan

S 466,158,336 see Schedule O
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on 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 sections 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) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

Additional Data


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