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Nonprofiteer
← AARP FOUNDATION

Form 990 for tax year 2022

Filed by AARP FOUNDATION.

Totals

Total revenue
$203,216,966
Total expenses
$195,405,209
Contributions and grants received
$169,881,942
Grants paid
$83,240,788
Program services expenses (Part IX)
$152,479,409
Management and general expenses
$19,677,604
Fundraising expenses
$23,248,196
Program service expenses (Part III)
$152,479,409

Program services were 78.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Lisa Marsh Ryerson

    President (until 6/10/22)

    Total calculated
    $409,980
    From this org
    $334,750
    From related orgs
    $2,933
    Other
    $72,297
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,783 + $2,933 related
    Bonus
    $114,746
    Other
    $40,221
    Deferred
    $11,899 + $51,640 related
    Nontaxable benefits
    $8,758
    Filer's total
    $355,407 + $54,573 related

  • Emily S Allen - SVP Programs

    & Interim Pres. (as of 6/10/22)

    Total calculated
    $436,492
    From this org
    $362,139
    From related orgs
    $0
    Other
    $74,353
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,599
    Bonus
    $66,025
    Other
    $7,515
    Deferred
    $12,200 + $52,948 related
    Nontaxable benefits
    $9,205
    Filer's total
    $383,544 + $52,948 related

  • Diane D Miller

    Vice Chair

    Total calculated
    $0
    Hours/week
    6

  • David Adame

    Board Member (until 7/11/22)

    Total calculated
    $0
    Hours/week
    6

  • Patricia Banks

    Board Member

    Total calculated
    $0
    Hours/week
    6

  • Susan Werth

    Board Member

    Total calculated
    $0
    Hours/week
    6

  • Ann G Daw

    Board Member

    Total calculated
    $0
    Hours/week
    6

  • Libby Sartain

    Board Chair

    Total calculated
    $0
    Hours/week
    6 + 10 related

  • Robert Blancato

    Board Member

    Total calculated
    $0
    Hours/week
    6 + 10 related

  • Margot James Copeland

    Board Member

    Total calculated
    $0
    Hours/week
    6 + 10 related

  • Gregory J Dyson

    Board Member

    Total calculated
    $0
    Hours/week
    6

  • Betty J Hudson

    Board Member

    Total calculated
    $0
    Hours/week
    6

  • Patricia D Shannon

    CFO & Senior Vice President

    Total calculated
    $529,986
    From this org
    $450,062
    From related orgs
    $0
    Other
    $79,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $359,986
    Bonus
    $82,422
    Other
    $7,654
    Deferred
    $12,200 + $52,948 related
    Nontaxable benefits
    $14,776
    Filer's total
    $477,038 + $52,948 related

  • Jami Wyatt

    Secretary

    Total calculated
    $396,084
    From this org
    $0
    From related orgs
    $307,631
    Other
    $88,453
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,113 related
    Bonus
    $0 + $53,852 related
    Other
    $0 + $4,666 related
    Deferred
    $0 + $64,713 related
    Nontaxable benefits
    $0 + $23,740 related
    Filer's total
    $0 + $396,084 related

  • David Whitehead

    SVP & Chief Development Officer

    Total calculated
    $473,564
    From this org
    $380,743
    From related orgs
    $11,695
    Other
    $81,126
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $303,377 + $11,695 related
    Bonus
    $69,663
    Other
    $7,703
    Deferred
    $12,200 + $52,948 related
    Nontaxable benefits
    $15,978
    Filer's total
    $408,921 + $64,643 related

  • William A Rivera

    SVP - Litigation

    Total calculated
    $398,385
    From this org
    $317,573
    From related orgs
    $14,289
    Other
    $66,523
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,008 + $14,289 related
    Bonus
    $60,242
    Other
    $5,323
    Deferred
    $12,200 + $52,948 related
    Nontaxable benefits
    $1,375
    Filer's total
    $331,148 + $67,237 related

  • Demerios Antzoulatos

    VP - Finance, Grants, & Operations

    Total calculated
    $375,866
    From this org
    $291,067
    From related orgs
    $0
    Other
    $84,799
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,762
    Bonus
    $56,564
    Other
    $4,741
    Deferred
    $11,453 + $49,706 related
    Nontaxable benefits
    $23,640
    Filer's total
    $326,160 + $49,706 related

  • Patrick Landers

    VP - Strategy & Innovation

    Total calculated
    $349,873
    From this org
    $276,198
    From related orgs
    $0
    Other
    $73,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,612
    Bonus
    $47,989
    Other
    $4,597
    Deferred
    $10,864 + $47,150 related
    Nontaxable benefits
    $15,661
    Filer's total
    $302,723 + $47,150 related

  • Stephen Venute

    VP - Corp & Fdn Relations

    Total calculated
    $350,425
    From this org
    $282,960
    From related orgs
    $0
    Other
    $67,465
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,394
    Bonus
    $49,587
    Other
    $5,979
    Deferred
    $11,079 + $48,084 related
    Nontaxable benefits
    $8,302
    Filer's total
    $302,341 + $48,084 related

  • Steven Delvecchio

    VP - Direct Response

    Total calculated
    $337,246
    From this org
    $278,038
    From related orgs
    $0
    Other
    $59,208
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,125
    Bonus
    $48,657
    Other
    $6,256
    Deferred
    $10,871 + $47,181 related
    Nontaxable benefits
    $1,156
    Filer's total
    $290,065 + $47,181 related

  • Marc McDonald

    VP - Integration

    Total calculated
    $342,891
    From this org
    $268,875
    From related orgs
    $0
    Other
    $74,016
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,490
    Bonus
    $47,590
    Other
    $4,795
    Deferred
    $10,563 + $45,844 related
    Nontaxable benefits
    $17,609
    Filer's total
    $297,047 + $45,844 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1A:
All non-employee officers and directors for AARP Foundation serve on a volunteer basis and are not compensated for their generous commitment to AARP Foundation. The officers, directors, and key employees are reimbursed by AARP Foundation for travel and subsistence costs incurred in carrying out their duties. Board members Libby Sartain, Robert Blancato, and Margo James Copeland sit on both The AARP, Inc. board and the AARP Foundation board. AARP, Inc. pays all spouse/companion travel expenses for these board members and issues the required 1099-MISC with the applicable income tax gross-up payment.
Part I, Line 5:
AARP Foundation participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, one of which is gross revenue.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202333079349300323

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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