Form 990 for tax year 2023

Totals

Total revenue

$13,257,588

Total expenses

$13,044,313

Contributions and grants received

$11,563,501

Grants paid

$15,500

Program service revenue

$1,571,056

Investment income

$123,031

Other revenue

$0

Total assets, end of year

$10,594,747

Total liabilities, end of year

$6,926,744

Net assets or fund balances, end of year

$3,668,003

Program services expenses (Part IX)

$11,586,316

Management and general expenses

$1,041,837

Fundraising expenses

$416,160

Program service expenses (Part III)

$11,586,316

Program services were 88.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• Senior Planet is the name of the award-winning set of program experiences through which OATSengages a diverse array of older adults and the organizations that serve them across America. Individual Senior Planet participants share a collective commitment to "Aging with Attitude and their active participation in the world-class programming that OATS delivers through a variety of delivery channels sparks measurable changes in outlook and behavior that produce outcomes in specific dimensions of a senior's life: increased social connection, improved health, greater financial security, more active participation as citizens and advocates, and access to new pathways to creativity.While OATS itself delivers Senior Planet programs in person in several key US markets, the organization offers a unique licensing program that enables hundreds of qualified community-based sites to provide in-person Senior Planet experiences to older residents in their local urban, suburban, and rural communities in more than 30 states across America.Below is a summary of the key accomplishments of OATS in 2023.2023 Key Projects:Total Engagements Senior Planet provided over 580,000 engagements to new and returning participants through our virtual, in-person, and licensing programs.Digital Skills Ready@50+ , a collaboration with AARP Foundation and funded by Google, helped nearly 25,000 low-income older adults build skills to find jobs, change careers, and explore entrepreneurship.Fitness offerings continued to be popular among older adult participants. OATS began live-streaming wellness classes on the Senior Planet YouTube channel and celebrated another year of the Senior Planet Sponsored Athlete program.Senior Planet centers in Plattsburgh, NYC, and Denver marked their first full year of operation since the pandemic, while continuing in-person training through partners in Texas, Maryland, and California. The organization also continued delivering in-person programs in collaboration with AARP state offices across the country.In November 2023, Senior Planet held a launch event to celebrate the addition of its newest center in Miami. When it opens in March 2024, Senior Planet Miami will offer area residents continuous opportunities to access, use, and learn about new and emerging technologies and how to harness their power to improve their lives and communities - all in a safe and welcoming environment. Expansion of the Senior Planet Licensing Program:The Senior Planet licensing program powerfully equips local organizations across the country with the tools to help older adults access technology and use it to enhance their lives. Through an adaptable program model, the Senior Planet licensing structure works with community-based organizations to develop local trainers to deliver Senior Planet's proprietary curriculum and bring Senior Planet's world-class programs to older adults in their area. In 2023, the Senior Planet Licensing program grew to over 350 licensing sites nationwide, covering 30 states. Thought Leadership Highlights (speaking engagements):OATS expanded its Digital Equity work in 2023 to support the growing need for access and connection to low-cost internet and training. Philanthropy News Digest credited OATS initiatives as having influenced the federal government's launch of the Affordable Connectivity Program, which provides discounted internet service to low-income Americans. In coordination with AARP State Offices across the country, OATS's work around digital equity continues to help older adults learn about low-cost internet options through eight 'tele-town halls" in California, New York, Connecticut, Nebraska, Rhode Island, New Mexico, and two in Georgia, reaching a total of 7,437 older households.OATS largest conference presence in 2023 was at CES and ASA. At both conferences, OATS took a multi-faceted approach: learning, presenting, and sharing information, along with Senior Planet participants.At CES 2023 - OATS expanded its presence at this annual tech conference to include a booth within AARP's AgeTech Collaborative area and the hosting of live Senior Planet classes from the tradeshow floor.By teaming up with Discover Live, OATS explored a new way to bring virtual experiences to Senior Planet participants by live-streaming two events, including a tour of AARP's AgeTech Collaborative booth and a Q&A session featuring OATS executive director Tom Kamber and AARP SVP of Innovation & Product Development, Andy Miller. OATS identified cutting-edge technologies and published an article featuring startups from AARP's AgeTech Collaborative, focused on products and solutions that will create transformative solutions to aging better in the modern world.At ASA On Aging 2023 Conference - OATS sponsored the AgeTech stage at the nation's largest multi-disciplinary conference on aging, attended by nonprofits, human services and aging-related government entities, startups, and aging service providers. OATS hosted a "Launch and Learn" on the main stage of the conference titled "Aligning for Excellence and Impact: Practical Strategies for Transformational Change." On the AgeTech stage, OATS hosted five presentations: "How Local Partnerships Thrive," "Fitness as We Age," "AgeTech and Philanthropic Investing," "Inclusive Innovation, and "Online Learning is Here to Stay."Press and Media Highlights: In 2023, OATS was selected as a Winner in the 29th Annual Communicator Awards for Innovation and Excellence in Communications for the "(Em)Powered" video series that features four Senior Planet participants from across the country who describe how Senior Planet experiences have enriched their lives by helping them work, pursue creative endeavors, and stay connected with loved ones.Other highlights: 1. January 25, 2023 - FOX 13 Seattle: Local 86-year-old weightlifter proves it's never too late. 2. February 22, 2023 - The Washington Post: Americans over 50 are doing extreme sports their grandparents never imagined. 3. April 1, 2023 - The Wall Street Journal: Older Adults are Obsessed with These Five Tech Topics. 4.April 7, 2023 - WBTW - Georgetown County News: 73-year-old Murrells Inlet woman uses fitness journey to inspire others. 5. April 23, 2023 - KSAT12 News: Technology training from UTSA helps older adults adapt to digital world. 6. June 13, 2023 - Stanwood Camano New: Camano pickleball player encourages senior fitness. 7. July 28, 2023 - WREG-TV Memphis (CBS): BRIGHT SPOT, Memphis couple inspires seniors nationwide to get active. 8. August 31, 2023 - Fox 7 Austin, Preparing for emergencies. 9. October 26, KOAA News5 Southern Colorado, Keeping up with technology, how Colorado seniors can get the help they need for free. 10. November 30, 2023 - Comcast Newsmakers, Helping Older Adults Thrive in Todays Digital Age. 11. December 7, 2023 - WPLG Local 10, New Miami center offers free tech training, classes for seniors. 12. December 14, 2023 - Telemundo, Mundo Tecnolgico - Centro comunitario para personas mayores en Wynwood.To learn more about OATS and Senior Planet visit oats.org

  Expenses $11,586,316 · Grants $15,500 · Revenue $1,571,056

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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, and on a Form 990-PF Part VIII's — 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

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

• North Country Library System

  $15,500

  Grant to support OATS' Senior Planet Program

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.

• AARP (consolidated)

  501(c)(4) · Social welfare org. dedicated to persons over 50 years of age · DC

• AARP Foundation

  501(c)(3) · Public charity dedicated to person over 50 at social and economic risk · DC

  Directly controlled by AARP

• Legal Counsel for the Eldery

  501(c)(3) · Public charity providing legal assistance/education to DC elderly residents · DC

  Directly controlled by AARP

• Wish of a Lifetime

  501(c)(3) · Shift how society values seniors by granting lifelong wishes · CO

  Directly controlled by AARP

• AARP Insurance Plan

  501(c)(4) · Grantor trust for AARP · DC

  Directly controlled by AARP

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

4 July 2024

IRS schema version

2023v5.1

Source object

202401909349301300

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