Skip to content
Nonprofiteer
← OLDER ADULTS TECHNOLOGY SERVICES INC

Form 990 for tax year 2024

Filed by OLDER ADULTS TECHNOLOGY SERVICES INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2024 , filed 31 May 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$18,686,197
Total expenses
$15,760,172
Contributions and grants received
$16,964,194
Grants paid
$442,600
Program services expenses (Part IX)
$13,750,920
Management and general expenses
$1,587,013
Fundraising expenses
$422,239
Program service expenses (Part III)
$13,750,920

Program services were 87.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Neil Harrison

    Interim Chair as of 1/19/2024

    Total calculated
    $0
    Hours/week
    1

  • Amanda Del Balso Cantwell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Robert DiMatteo

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jared Goralnick

    Director

    Total calculated
    $0
    Hours/week
    1

  • Anita L Holt

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lenard Kaye

    Director until 9/10/2024

    Total calculated
    $0
    Hours/week
    1

  • Jeannee Parker Martin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Aviva Sufian

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michele Thomas

    Director

    Total calculated
    $0
    Hours/week
    1

  • Najia Orr

    Director - 3/5/2024

    Total calculated
    $0
    Hours/week
    1

  • Rigo Saborio

    Director - 3/5/2024

    Total calculated
    $0
    Hours/week
    1

  • Ginna Baik

    Chair until 1/19/2024

    Total calculated
    $0
    Hours/week
    1

  • Scott M Frisch

    Director & AARP EVP & COO

    Total calculated
    $1,099,565
    From this org
    $0
    From related orgs
    $1,024,073
    Other
    $75,492
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $613,994 related
    Bonus
    $0 + $407,757 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $47,024 related
    Nontaxable benefits
    $0 + $28,468 related
    Filer's total
    $0 + $1,099,565 related

  • Sarah Shaw

    Secretary & AARP SVP Legal

    Total calculated
    $464,470
    From this org
    $0
    From related orgs
    $400,044
    Other
    $64,426
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,331 related
    Bonus
    $0 + $87,063 related
    Other
    $0 + $1,650 related
    Deferred
    $0 + $47,024 related
    Nontaxable benefits
    $0 + $17,402 related
    Filer's total
    $0 + $464,470 related

  • Thomas Kamber

    OATS Executive Director

    Total calculated
    $617,440
    From this org
    $560,182
    From related orgs
    $0
    Other
    $57,258
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $295,400
    Bonus
    $262,739
    Other
    $2,043
    Deferred
    $13,800 + $33,224 related
    Nontaxable benefits
    $10,234
    Filer's total
    $584,216 + $33,224 related

  • Frederick Fields

    VP - Strat, Planning & Adm

    Total calculated
    $523,932
    From this org
    $448,710
    From related orgs
    $0
    Other
    $75,222
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,439
    Bonus
    $207,676
    Other
    $1,595
    Deferred
    $13,800 + $33,224 related
    Nontaxable benefits
    $28,198
    Filer's total
    $490,708 + $33,224 related

  • Alexander Glazebrook

    VP - Program Operations

    Total calculated
    $292,266
    From this org
    $256,333
    From related orgs
    $0
    Other
    $35,933
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,649
    Bonus
    $55,417
    Other
    $267
    Deferred
    $10,243 + $24,659 related
    Nontaxable benefits
    $1,031
    Filer's total
    $267,607 + $24,659 related

  • Marisa Giorgi

    Director - Curriculum

    Total calculated
    $226,605
    From this org
    $175,069
    From related orgs
    $0
    Other
    $51,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,136
    Bonus
    $28,610
    Other
    $323
    Deferred
    $6,990 + $16,828 related
    Nontaxable benefits
    $27,718
    Filer's total
    $209,777 + $16,828 related

  • Suzanne Myklebust

    Director - Communications

    Total calculated
    $209,204
    From this org
    $175,350
    From related orgs
    $0
    Other
    $33,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,265
    Bonus
    $30,800
    Other
    $285
    Deferred
    $7,003 + $16,859 related
    Nontaxable benefits
    $9,992
    Filer's total
    $192,345 + $16,859 related

  • Ines Escandon

    Director - Impact & Learning

    Total calculated
    $198,280
    From this org
    $159,925
    From related orgs
    $0
    Other
    $38,355
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,790
    Bonus
    $25,580
    Other
    $555
    Deferred
    $6,375 + $15,347 related
    Nontaxable benefits
    $16,633
    Filer's total
    $182,933 + $15,347 related

  • Jesse Werthman

    Finance Director - NYC

    Total calculated
    $225,891
    From this org
    $174,460
    From related orgs
    $0
    Other
    $51,431
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,493
    Bonus
    $29,531
    Other
    $436
    Deferred
    $6,961 + $16,759 related
    Nontaxable benefits
    $27,711
    Filer's total
    $209,132 + $16,759 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 · Form 990 of other organizations
  • 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 5
Older Adults Technology Services 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 of AARP and its affiliates.

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.

  • 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

Provenance

Return type
form_990
Tax year
2024
Filed
28 May 2025
IRS schema version
2024v5.1
Source object
202511489349301236

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

The source document this was parsed from is served over the API, which is where bulk and document access live.