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Nonprofiteer
← AARP

Form 990 for tax year 2023

Filed by AARP.

Totals

Total revenue
$1,741,888,321
Total expenses
$1,726,170,779
Contributions and grants received
$312,540,344
Grants paid
$37,965,092
Program services expenses (Part IX)
$1,468,711,976
Management and general expenses
$244,980,235
Fundraising expenses
$12,478,568
Program service expenses (Part III)
$1,468,711,976

Program services were 85.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Lloyd Johnson

    Board Chair (as of 6/8/23)

    Total calculated
    $3,073
    From this org
    $3,073
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Beth Ellard

    First Vice Chair

    Total calculated
    $0
    Hours/week
    5

  • Robert Blancato

    Second Vice Chair (as of 6/8/23)

    Total calculated
    $0
    Hours/week
    7 + 3 related

  • Margot James Copeland

    Director

    Total calculated
    $0
    Hours/week
    7 + 3 related

  • Joseph F Coughlin

    Director

    Total calculated
    $0
    Hours/week
    5

  • Jeffery D Dunn

    Director

    Total calculated
    $890
    From this org
    $890
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • Rosanna A Marquez

    Director

    Total calculated
    $692
    From this org
    $692
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 3 related

  • Alan Murray

    Director

    Total calculated
    $0
    Hours/week
    5

  • Julio A Portalatin

    Director

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Marie Quintero-Johnson

    Director

    Total calculated
    $0
    Hours/week
    5

  • Libby Sartain

    Director

    Total calculated
    $0
    Hours/week
    5 + 6 related

  • David Windley

    Director

    Total calculated
    $0
    Hours/week
    5

  • Jo Ann Jenkins

    Chief Executive Officer

    Total calculated
    $2,501,761
    From this org
    $2,384,335
    From related orgs
    $0
    Other
    $117,426
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,034,658
    Bonus
    $1,202,900
    Other
    $146,777
    Deferred
    $101,057
    Nontaxable benefits
    $16,369
    Filer's total
    $2,501,761

  • Annette Franqui

    Board Chair (until 6/8/23)

    Total calculated
    $8,306
    From this org
    $8,306
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Scott M Frisch

    EVP & COO

    Total calculated
    $874,952
    From this org
    $807,731
    From related orgs
    $0
    Other
    $67,221
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $594,505
    Bonus
    $210,904
    Other
    $2,322
    Deferred
    $40,557
    Nontaxable benefits
    $26,664
    Filer's total
    $874,952

  • Nancy Smith

    EVP & Corporate Secretary

    Total calculated
    $572,458
    From this org
    $529,834
    From related orgs
    $0
    Other
    $42,624
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $403,646
    Bonus
    $119,330
    Other
    $6,858
    Deferred
    $40,557
    Nontaxable benefits
    $2,067
    Filer's total
    $572,458

  • David Morales

    EVP & General Counsel

    Total calculated
    $615,823
    From this org
    $548,602
    From related orgs
    $0
    Other
    $67,221
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $421,540
    Bonus
    $124,620
    Other
    $2,442
    Deferred
    $40,557
    Nontaxable benefits
    $26,664
    Filer's total
    $615,823

  • Debra Whitman

    EVP & Public Policy Office

    Total calculated
    $608,372
    From this org
    $541,151
    From related orgs
    $0
    Other
    $67,221
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $416,715
    Bonus
    $123,194
    Other
    $1,242
    Deferred
    $40,557
    Nontaxable benefits
    $26,664
    Filer's total
    $608,372

  • Myrna Blyth

    SVP & Editorial Director

    Total calculated
    $552,106
    From this org
    $509,727
    From related orgs
    $0
    Other
    $42,379
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $398,131
    Bonus
    $93,415
    Other
    $18,181
    Deferred
    $40,557
    Nontaxable benefits
    $1,822
    Filer's total
    $552,106

  • Karen Mercer

    SVP & AARP Treasurer

    Total calculated
    $498,592
    From this org
    $430,306
    From related orgs
    $0
    Other
    $68,286
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $345,099
    Bonus
    $81,617
    Other
    $3,590
    Deferred
    $40,557
    Nontaxable benefits
    $27,729
    Filer's total
    $498,592

  • Nancy A LeaMond

    EVP - Advocacy & Engagemen

    Total calculated
    $856,054
    From this org
    $813,675
    From related orgs
    $0
    Other
    $42,379
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $592,204
    Bonus
    $210,088
    Other
    $11,383
    Deferred
    $40,557
    Nontaxable benefits
    $1,822
    Filer's total
    $856,054

  • Kevin Donnellan

    EVP & Chief of Staff

    Total calculated
    $643,180
    From this org
    $586,254
    From related orgs
    $0
    Other
    $56,926
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $447,100
    Bonus
    $132,176
    Other
    $6,978
    Deferred
    $40,557
    Nontaxable benefits
    $16,369
    Filer's total
    $643,180

  • Martha Boudreau

    EVP & Chief Comm & Mktg

    Total calculated
    $791,812
    From this org
    $733,582
    From related orgs
    $0
    Other
    $58,230
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $536,336
    Bonus
    $190,268
    Other
    $6,978
    Deferred
    $40,557
    Nontaxable benefits
    $17,673
    Filer's total
    $791,812

  • Kristin Dillon

    SVP States & Comm Engageme

    Total calculated
    $559,289
    From this org
    $500,649
    From related orgs
    $0
    Other
    $58,640
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $404,359
    Bonus
    $94,840
    Other
    $1,450
    Deferred
    $40,557
    Nontaxable benefits
    $18,083
    Filer's total
    $559,289

  • Edna Kane-Williams

    EVP & Chief Diversity Offi

    Total calculated
    $562,722
    From this org
    $512,682
    From related orgs
    $0
    Other
    $50,040
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $390,315
    Bonus
    $115,389
    Other
    $6,978
    Deferred
    $40,557
    Nontaxable benefits
    $9,483
    Filer's total
    $562,722

  • William Sweeney

    SVP Government Affairs

    Total calculated
    $517,387
    From this org
    $459,157
    From related orgs
    $0
    Other
    $58,230
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,448
    Bonus
    $87,612
    Other
    $1,097
    Deferred
    $40,557
    Nontaxable benefits
    $17,673
    Filer's total
    $517,387

  • Susan Reinhard

    SVP Public Policy

    Total calculated
    $508,214
    From this org
    $457,245
    From related orgs
    $0
    Other
    $50,969
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $358,242
    Bonus
    $87,726
    Other
    $11,277
    Deferred
    $40,557
    Nontaxable benefits
    $10,412
    Filer's total
    $508,214

  • Sami Hassanyeh

    SVP Digital Strategy & Mem

    Total calculated
    $532,604
    From this org
    $475,678
    From related orgs
    $0
    Other
    $56,926
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $382,721
    Bonus
    $90,515
    Other
    $2,442
    Deferred
    $40,557
    Nontaxable benefits
    $16,369
    Filer's total
    $532,604

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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 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
AARP board members, officers, and key employees are provided the benefit of first-class travel on flights exceeding 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 and AARP Board Chair are provided the benefit of first-class or business class travel on flights exceeding 90 minutes due to the extensive travel requirements of the position. In 2023,one board member 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 2023: Jo Ann Jenkins: 1) group-term life and supplemental life insurance policy, premiums paid by AARP in 2023 were $11,783; 2) spousal travel of $40; and 3) parking and other one-time benefits of $9,720 All items were treated as taxable compensation to Ms. Jenkins in 2023.
Part I, Line 4b
Jo Ann Jenkins particpates in a 457(f) supplemental executive retirement plan. In 2023, Ms. Jenkins was paid $ 125,235.00 from this plan.
Part I, Line 5
Under AARP's enterprise-wide compensation plan numerous organizational factors are considered in employee compensation, one of which is gross revenue of AARP and its affiliates.
Schedule J, Part II
Column (B)(ii), Line (i) Bonus & Incentive Compensation: In 2023, Jo Ann Jenkins received a long-term incentive payment of $720,000.00 for the 2-year period covering 2021-2022.

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
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202403129349304855

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

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