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← LEGAL COUNSEL FOR THE ELDERLY

Form 990 for tax year 2022

Filed by LEGAL COUNSEL FOR THE ELDERLY.

What the amendment changed

Compared with the return it replaced , filed 6 November 2023. 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
$3,913,676
Total expenses
$8,017,200
Contributions and grants received
$7,982,833
Grants paid
$0
Program service revenue
$4,016
Investment income
-$4,285,679
Other revenue
$212,506
Total assets, end of year
$78,378,271
Total liabilities, end of year
$1,427,323
Net assets or fund balances, end of year
$76,950,948
Program services expenses (Part IX)
$6,645,862
Management and general expenses
$1,213,060
Fundraising expenses
$158,278
Program service expenses (Part III)
$6,645,862

Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Kevin Donnellan

    Member/ AARP EVP & Chief of Staff

    Total calculated
    $637,250
    From this org
    $0
    From related orgs
    $557,326
    Other
    $79,924
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $429,082 related
    Bonus
    $0 + $117,026 related
    Other
    $0 + $11,218 related
    Deferred
    $0 + $65,148 related
    Nontaxable benefits
    $0 + $14,776 related
    Filer's total
    $0 + $637,250 related

  • Kristin Dillon

    Member / AARP SVP

    Total calculated
    $594,654
    From this org
    $0
    From related orgs
    $511,510
    Other
    $83,144
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,166 related
    Bonus
    $0 + $106,242 related
    Other
    $0 + $7,102 related
    Deferred
    $0 + $65,148 related
    Nontaxable benefits
    $0 + $17,996 related
    Filer's total
    $0 + $594,654 related

  • Edna Kane-Williams

    Secretary / AARP EVP

    Total calculated
    $561,597
    From this org
    $0
    From related orgs
    $487,816
    Other
    $73,781
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,585 related
    Bonus
    $0 + $102,163 related
    Other
    $0 + $11,068 related
    Deferred
    $0 + $65,148 related
    Nontaxable benefits
    $0 + $8,633 related
    Filer's total
    $0 + $561,597 related

  • Patrice J Harris

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • Richard F Riley Jr

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Peter R Kolker

    Member

    Total calculated
    $0
    Hours/week
    1

  • Sara Kropf

    Member

    Total calculated
    $0
    Hours/week
    1

  • Joseph M Kolar

    Member

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Mitchell

    Member

    Total calculated
    $0
    Hours/week
    1

  • William A Isaacson

    Member

    Total calculated
    $0
    Hours/week
    1

  • Daniel A Cantor

    Member

    Total calculated
    $0
    Hours/week
    1

  • Karen Ellis Carr

    Member

    Total calculated
    $0
    Hours/week
    1

  • Meredith Fuchs

    Member

    Total calculated
    $0
    Hours/week
    1

  • Rhonda Holmes

    Executive Director

    Total calculated
    $325,447
    From this org
    $257,623
    From related orgs
    $0
    Other
    $67,824
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,378
    Bonus
    $44,923
    Other
    $6,322
    Deferred
    $10,052 + $43,626 related
    Nontaxable benefits
    $14,146
    Filer's total
    $281,821 + $43,626 related

  • Tina Nelson

    Mgr - Legal Aid Attorney

    Total calculated
    $224,979
    From this org
    $165,387
    From related orgs
    $0
    Other
    $59,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,710
    Bonus
    $16,734
    Other
    $4,943
    Deferred
    $6,418 + $27,853 related
    Nontaxable benefits
    $25,321
    Filer's total
    $197,126 + $27,853 related

  • Mark Miller

    Director - LTC OMB

    Total calculated
    $220,869
    From this org
    $176,497
    From related orgs
    $0
    Other
    $44,372
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,286
    Bonus
    $23,499
    Other
    $5,712
    Deferred
    $6,831 + $29,648 related
    Nontaxable benefits
    $7,893
    Filer's total
    $191,221 + $29,648 related

  • Leah Myers

    Mgr - Legal Aid Attorney

    Total calculated
    $189,066
    From this org
    $136,043
    From related orgs
    $0
    Other
    $53,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,092
    Bonus
    $10,492
    Other
    $4,459
    Deferred
    $5,263 + $22,843 related
    Nontaxable benefits
    $24,917
    Filer's total
    $166,223 + $22,843 related

  • William M Fettweis

    Director - Development & Communication

    Total calculated
    $193,817
    From this org
    $154,016
    From related orgs
    $0
    Other
    $39,801
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,534
    Bonus
    $21,300
    Other
    $4,182
    Deferred
    $5,993 + $26,011 related
    Nontaxable benefits
    $7,797
    Filer's total
    $167,806 + $26,011 related

  • Joanne Savage

    Mgr - Legal Aid Attorney

    Total calculated
    $155,571
    From this org
    $128,511
    From related orgs
    $0
    Other
    $27,060
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,883
    Bonus
    $11,025
    Other
    $4,603
    Deferred
    $4,956 + $21,511 related
    Nontaxable benefits
    $593
    Filer's total
    $134,060 + $21,511 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, 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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 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
Legal Counsel for the Elderly 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

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.

  • 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 persons over 50 at social and economic risk · DC

    Directly controlled by AARP

  • AARP Insurance Plan

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

  • Older Adults Technology Services

    501(c)(3) · Harness the power of technology to change the 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.

Provenance

Return type
form_990
Tax year
2022
Filed
4 March 2025
IRS schema version
2022v5.0
Source object
202540649349301754

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