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Nonprofiteer
← AARP

Form 990 for tax year 2022

Filed by AARP.

Totals

Total revenue
$1,812,434,007
Total expenses
$1,721,115,142
Contributions and grants received
$318,122,268
Grants paid
$39,464,937
Program services expenses (Part IX)
$1,464,096,868
Management and general expenses
$247,027,409
Fundraising expenses
$9,990,865
Program service expenses (Part III)
$1,464,096,868

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

  • Annette Franqui

    Board Chair

    Total calculated
    $0
    Hours/week
    25

  • Beth Ellard

    First Vice Chair as of 6/9/22

    Total calculated
    $0
    Hours/week
    15

  • Lloyd Johnson

    Second Vice Chair

    Total calculated
    $794
    From this org
    $794
    From related orgs
    $0
    Other
    $0
    Hours/week
    15

  • Robert Blancato

    Director

    Total calculated
    $0
    Hours/week
    10 + 6 related

  • Joseph F Coughlin

    Director

    Total calculated
    $0
    Hours/week
    10

  • Libby Sartain

    Director

    Total calculated
    $0
    Hours/week
    10 + 6 related

  • Margot James Copeland

    Director

    Total calculated
    $0
    Hours/week
    10 + 6 related

  • Julio A Portalatin

    Director

    Total calculated
    $0
    Hours/week
    10

  • Martha Dally Hayes

    First Vice Chair until 6/9/22

    Total calculated
    $0
    Hours/week
    15

  • Neal Lane

    Director until 6/9/22

    Total calculated
    $1,086
    From this org
    $1,086
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Jo Ann Jenkins

    Chief Executive Officer

    Total calculated
    $1,589,234
    From this org
    $1,444,575
    From related orgs
    $0
    Other
    $144,659
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $986,011
    Bonus
    $429,275
    Other
    $29,289
    Deferred
    $129,883
    Nontaxable benefits
    $14,776
    Filer's total
    $1,589,234

  • Alan Murray

    Director as of 9/9/22

    Total calculated
    $0
    Hours/week
    10

  • Marie Quintero-Johnson

    Director as of 9/30/22

    Total calculated
    $0
    Hours/week
    10

  • David Windley

    Director as of 9/9/22

    Total calculated
    $0
    Hours/week
    10 + 1 related

  • Rosanna A Marquez

    Director

    Total calculated
    $0
    Hours/week
    10

  • Jeffery D Dunn

    Director

    Total calculated
    $227
    From this org
    $227
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Scott M Frisch

    EVP & COO

    Total calculated
    $862,079
    From this org
    $772,971
    From related orgs
    $0
    Other
    $89,108
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $570,546
    Bonus
    $197,183
    Other
    $5,242
    Deferred
    $65,148
    Nontaxable benefits
    $23,960
    Filer's total
    $862,079

  • Nancy Smith

    EVP & Corporate Secretary

    Total calculated
    $576,996
    From this org
    $509,804
    From related orgs
    $0
    Other
    $67,192
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $387,379
    Bonus
    $111,567
    Other
    $10,858
    Deferred
    $65,148
    Nontaxable benefits
    $2,044
    Filer's total
    $576,996

  • Nancy A LeaMond

    EVP - Advocacy & Engagemen

    Total calculated
    $874,679
    From this org
    $807,717
    From related orgs
    $0
    Other
    $66,962
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $568,338
    Bonus
    $221,420
    Other
    $17,959
    Deferred
    $65,148
    Nontaxable benefits
    $1,814
    Filer's total
    $874,679

  • Martha Boudreau

    EVP & Chief Comm & Mktg

    Total calculated
    $781,695
    From this org
    $700,535
    From related orgs
    $0
    Other
    $81,160
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $514,721
    Bonus
    $177,890
    Other
    $7,924
    Deferred
    $65,148
    Nontaxable benefits
    $16,012
    Filer's total
    $781,695

  • Kevin Donnellan

    EVP & Chief of Staff

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

    Schedule J breakdown matched by us

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

  • David Morales

    EVP & General Counsel

    Total calculated
    $610,678
    From this org
    $521,570
    From related orgs
    $0
    Other
    $89,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $404,552
    Bonus
    $110,336
    Other
    $6,682
    Deferred
    $65,148
    Nontaxable benefits
    $23,960
    Filer's total
    $610,678

  • Debra Whitman

    EVP & Public Policy Office

    Total calculated
    $603,739
    From this org
    $514,631
    From related orgs
    $0
    Other
    $89,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $399,921
    Bonus
    $109,073
    Other
    $5,637
    Deferred
    $65,148
    Nontaxable benefits
    $23,960
    Filer's total
    $603,739

  • Myrna Blyth

    SVP & Editorial Director

    Total calculated
    $571,849
    From this org
    $499,637
    From related orgs
    $0
    Other
    $72,212
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $392,184
    Bonus
    $89,871
    Other
    $17,582
    Deferred
    $65,148
    Nontaxable benefits
    $7,064
    Filer's total
    $571,849

  • Karen Mercer

    SVP & AARP Treasurer

    Total calculated
    $503,056
    From this org
    $411,055
    From related orgs
    $0
    Other
    $92,001
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $331,191
    Bonus
    $72,262
    Other
    $7,602
    Deferred
    $65,148
    Nontaxable benefits
    $26,853
    Filer's total
    $503,056

  • Kristin Dillon

    SVP States & Comm Engageme

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

    Schedule J breakdown matched by us

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

  • Sami Hassanyeh

    SVP Digital Strategy & Mem

    Total calculated
    $538,530
    From this org
    $458,606
    From related orgs
    $0
    Other
    $79,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $367,297
    Bonus
    $84,627
    Other
    $6,682
    Deferred
    $65,148
    Nontaxable benefits
    $14,776
    Filer's total
    $538,530

  • John Hishta

    SVP Campaigns

    Total calculated
    $541,120
    From this org
    $452,012
    From related orgs
    $0
    Other
    $89,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $348,108
    Bonus
    $83,961
    Other
    $19,943
    Deferred
    $65,148
    Nontaxable benefits
    $23,960
    Filer's total
    $541,120

  • Edna Kane-Williams

    EVP & Chief Diversity Offi

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

    Schedule J breakdown matched by us

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

  • William Sweeny

    SVP Govt Affairs

    Total calculated
    $538,908
    From this org
    $460,341
    From related orgs
    $0
    Other
    $78,567
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $355,518
    Bonus
    $99,713
    Other
    $5,110
    Deferred
    $65,148
    Nontaxable benefits
    $13,419
    Filer's total
    $538,908

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 2022,two board members 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 2022: Jo Ann Jenkins: 1) group-term life and supplemental life insurance policy, premiums paid by AARP in 2022 were $8,489; 2) spousal travel of $3,812; and 3) parking and other one-time benefits of $16,988 All items were treated as taxable compensation to Ms. Jenkins in 2022.
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.

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
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202343079349302504

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.