Totals
- Total revenue
- $4,687,342
- Total expenses
- $4,921,245
- Contributions and grants received
- $4,660,252
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $27,090
- Other revenue
- $0
- Total assets, end of year
- $1,181,144
- Total liabilities, end of year
- $641,080
- Net assets or fund balances, end of year
- $540,064
- Program services expenses (Part IX)
- $4,004,356
- Management and general expenses
- $553,371
- Fundraising expenses
- $363,518
- Program service expenses (Part III)
- $4,004,356
Program services were 81.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Jeremy Bloom
Board Chair
- Total calculated
- $0
- Hours/week
- 2
-
Eric Chess
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Michelle Armstrong
Director
- Total calculated
- $0
- Hours/week
- 1
-
Scott M Frisch
Director & AARP EVP - COO
- Total calculated
- $946,583
- From this org
- $0
- From related orgs
- $868,826
- Other
- $77,757
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $632,414 related
- Bonus
- $0 + $233,675 related
- Other
- $0 + $2,737 related
- Deferred
- $0 + $47,649 related
- Nontaxable benefits
- $0 + $30,108 related
- Filer's total
- $0 + $946,583 related
-
Eliot Hamlisch
Director
- Total calculated
- $0
- Hours/week
- 1
-
Eric Hirschberg
Director
- Total calculated
- $0
- Hours/week
- 1
-
Laurie Schadegg Thomas
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karen Mercer
Treasurer & AARP SVP
- Total calculated
- $528,678
- From this org
- $0
- From related orgs
- $461,292
- Other
- $67,386
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $367,105 related
- Bonus
- $0 + $90,429 related
- Other
- $0 + $3,758 related
- Deferred
- $0 + $47,649 related
- Nontaxable benefits
- $0 + $19,737 related
- Filer's total
- $0 + $528,678 related
-
Sarah Shaw
Secretary & AARP SVP
- Total calculated
- $469,860
- From this org
- $0
- From related orgs
- $403,821
- Other
- $66,039
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $322,962 related
- Bonus
- $0 + $79,006 related
- Other
- $0 + $1,853 related
- Deferred
- $0 + $47,649 related
- Nontaxable benefits
- $0 + $18,390 related
- Filer's total
- $0 + $469,860 related
-
Thomas Wagenlander
Executive Director
- Total calculated
- $317,494
- From this org
- $263,802
- From related orgs
- $0
- Other
- $53,692
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $204,812
- Bonus
- $50,253
- Other
- $8,737
- Deferred
- $10,203 + $24,522 related
- Nontaxable benefits
- $18,967
- Filer's total
- $292,972 + $24,522 related
-
Beau Ballinger
Director, Business Planning & Ops
- Total calculated
- $212,755
- From this org
- $155,247
- From related orgs
- $0
- Other
- $57,508
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $124,164
- Bonus
- $22,112
- Other
- $8,971
- Deferred
- $5,851 + $14,063 related
- Nontaxable benefits
- $37,594
- Filer's total
- $198,692 + $14,063 related
-
Steven Glaser
Director, Wish Program
- Total calculated
- $192,683
- From this org
- $141,487
- From related orgs
- $0
- Other
- $51,196
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $119,909
- Bonus
- $21,354
- Other
- $224
- Deferred
- $5,651 + $13,581 related
- Nontaxable benefits
- $31,964
- Filer's total
- $179,102 + $13,581 related
-
Jared Bloomfield
Director, Field Program
- Total calculated
- $166,473
- From this org
- $136,956
- From related orgs
- $0
- Other
- $29,517
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $115,873
- Bonus
- $20,635
- Other
- $448
- Deferred
- $5,460 + $13,124 related
- Nontaxable benefits
- $10,933
- Filer's total
- $153,349 + $13,124 related
-
Kristen Prusky
Director, Marketing & Comms
- Total calculated
- $186,858
- From this org
- $136,124
- From related orgs
- $0
- Other
- $50,734
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $115,180
- Bonus
- $20,512
- Other
- $432
- Deferred
- $5,428 + $13,045 related
- Nontaxable benefits
- $32,261
- Filer's total
- $173,813 + $13,045 related
-
Elija Montepare
Manager, Wish Fulfillment
- Total calculated
- $141,508
- From this org
- $107,244
- From related orgs
- $0
- Other
- $34,264
- Hours/week
- 40
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
Answered yes
- 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
- Wish of a Lifetime 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
No itemized grants to organizations on this return.
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.
-
501(c)(4) · Social welfare organization dedicated to persons over age 50 · DC
-
501(c)(3) · Foundation dedicated to persons over 50 at social and economic risk · DC
Directly controlled by AARP
-
501(c)(3) · Provides free or low cost legal assistance and education to DC elderly · DC
Directly controlled by AARP
-
501(c)(4) · Grantor trust holding certain AARP group health insurance policies · DC
Directly controlled by AARP
-
Older Adults Technology Services
501(c)(3) · Dedicated to harness the power of technology to change to way we age · NY
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.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
AARP Financial Services Corporation
C · Real estate holding company · DE
Directly controlled by AARP
-
AARP Services Inc (consolidated)
C · Quality control and research · DE
Directly controlled by AARP
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 12 June 2026
- IRS schema version
- 2025v4.1
- Source object
- 202621639349301662
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