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OLDER ADULTS TECHNOLOGY SERVICES INC

EIN 55-0882599 NEW YORK, NY

Revenue 2025
$15,870,195
Expenses 2025
$15,792,950

Program services were 89.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B90
Classification
2000
Street
236 W 30TH ST FL 8

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2025

Mission

The organization's mission is to harness the power of technology to change the way we age.

  • Senior Planet is the name of the award-winning set of program experiences through which OATS engages a diverse array of older adults and the organizations that serve them across America. Individual Senior Planet participants share a collective commitment to "Aging with Attitude and their active participation in the world-class programming that OATS delivers through a variety of delivery channels sparks measurable changes in outlook and behavior that produce outcomes in specific dimensions of an older adult's life: increased social connection, improved health, greater financial security, more active participation as citizens and advocates, and access to new pathways to creativity.While OATS itself delivers Senior Planet programs in person in several key US markets and virtually at seniorplanet.org, the organization also offers a unique licensing program that enables hundreds of qualified community-based sites to provide in-person Senior Planet experiences to older residents in their local urban, suburban, and rural communities in more than 39 states across America.Below is a summary of the key accomplishments of OATS in 2025.2025 Key Projects:Senior Planet delivered 845,000 engagements to new and returning participants through our virtual, in-person, and licensing programs.Senior Planet offered nearly 4,000 live online classes, with participants from all fifty states engaging in these programs over 520,000 times. Senior Planet continued its popular fitness offerings, while also testing new formats, such as short, live tech demos and multi-week classes in fitness, watercolor painting, and baking. The Contact Center had its busiest year yet, handling more than 60,000 calls and emails for program inquiries and technical support sessions. Senior Planet centers in Miami, Plattsburgh, and Denver maintained their operations, while in-person training continued through partners in Texas, Maryland, and California. The New York City center temporarily closed its doors as Senior Planet developed a new state-of-the-art space in midtown Manhattan. The organization also continued delivering in-person programs in collaboration with AARP state offices across the country.Verizon launched its partnership with OATS to deliver co-branded technology education focused on digital wellness for adults ages 50 and older. Older adults received training in smartphone use and safety across all three Senior Planet channels, with in-person activities at select Verizon retail stores. By December 2025, Senior Planet and partners delivered more than 1,800 training sessions, generating nearly 30,000 engagements.NYC's Department for the Aging continued its 10-year partnership with OATS through the Connected Communities Initiative. The goal of this public-sector partnership is aimed at closing the digital divide among older New Yorkers by providing digital skills training in NYC Older Adult Center locations.With support from the Humana Foundation, OATS embarked on a two-and-a-half-year project to reduce loneliness and social isolation among older adults living in underserved areas across the country. Year 1 of the "Aging Reconnected" grant focused on developing an assessment tool and collecting resources to strengthen social connections among seniors.Expansion of the Senior Planet Licensing Program:The Senior Planet licensing program powerfully equips local organizations across the country with the tools to help older adults access technology and use it to enhance their lives. Through an adaptable program model, the Senior Planet licensing structure works with community-based organizations to develop local trainers to deliver Senior Planet's proprietary curriculum and bring Senior Planet's world-class programs to older adults in their area. In 2025, the Senior Planet Licensing program expanded to 740 licensing sites nationwide, covering 39 states. Thought Leadership Highlights:In 2025, OATS staff and leadership participated in 77 total speaking engagements, reaching approximately 15,442 individuals across the country. In January, OATS Executive Director Tom Kamber and other staff members went to the Consumer Electronics Show (CES) to learn about emerging technology and film "behind-the-curtain" footage of the conference for Senior Planet participants. Staff members from across the organization participated in a range of presentations to audiences including the AARP Family Caregiver Discussion Group, various AARP offices, UNESCO, foundations, commissions for older adults, the Alzheimer's Association, local resource fairs and community health committees in Texas, California, Colorado, Arizona, Minnesota, and more. In September, OATS hosted a Satellite Media Tour (SMT) on the topic of Digital House Cleaning. Executive Director Tom Kamber shared importance of keeping your digital life organized, backed by a survey that reveals nearly two-thirds of adults aged 50-plus have not saved critical documents digitally, and more than 60% say they either don't know how or haven't gotten around to it. Tom did an astonishing 23 back-to-back interviews on 9/30, both live and recorded, with television and radio stations from across the country. We saw incredibly high interest in the topic with over 1,000 individuals signed up for the email challenge, 5,608 landing page views, and 284 submissions for the privacy personality quiz embedded on the landing page in the week following the event. Press and Media Highlights:In 2025, OATS released a series of press announcements highlighting its growing national impact in digital inclusion, healthy aging, and technology education for older adults. On March 12, OATS announced "Senior Planet from AARP Celebrates Sixth Cohort of Older Adult Sponsored Athletes," recognizing the selection of five older adult athletes who promote wellness and active aging through fitness and community engagement. On September 30, OATS launched the "Digital House Cleaning Challenge," a free initiative helping older adults improve digital organization, privacy, and online safety skills through Senior Planet offerings. During Digital Inclusion Week, on October 6, OATS released the "Aging Connected 2025" report, which was a follow-up report that found that millions of adults aged 65+ still lack home broadband access despite national progress in connectivity.OATS also announced major investments to expand digital literacy and economic opportunity programs. On October 22, OATS shared news of a $500,000 JPMorgan Chase grant supporting technology training for older adult small business owners in Miami. On November 18, OATS announced a continued investment from AT&T to expand digital skills programming and partner support nationwide. Together, these announcements reinforced OATS from AARP's role as a national leader, helping older adults build confidence, connection, and opportunity through technology.Through mentions in the media, OATS garnered 8.5 billion impressions in the calendar year through 643 unique media placements, and 4,299 syndicated placements. 2025 Featured Press Mentions:1. 2/17: Woman's World How AI Assistants Can Save You Time and MoneyHere's What You Need to Know 2. 3/30 Fox News America's seniors are vulnerable to these digital threats, experts warn 3. 5/16: Santa Barbara Independent Just Keep Swimming (And Moving) with Arlette Godges 4. 7/30: Parade Magazine - 'I'm 71 Years Old and in the Best Shape of My LifeHere's Every Detail of My Workout Routine' 5. 8/9: The New York Times - How Older People Are Reaping Brain Benefits From New Tech 6. 8/19: The Washington Post - How America's seniors are confronting the dizzying world of AI 7. 8/24: Business Insider - I attended an AI class for older Americans. The students couldn't have been more excited. 8. 9/3: CBS News Colorado From apps to AI, program in Denver helps adults 60 and older learn and thrive in the digital world. 9. 10/14: Fox News: National program helps seniors spot scams as losses surge 10. 11/12: Kiplinger - A GUIDE TO LAUNCHING A SUCCESSFUL BUSINESS AFTER 50 To learn more about OATS and Senior Planet visit oats.org and SeniorPlanet.org

    Expenses $14,098,364 · Grants $521,820 · Revenue $2,029,484

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Neal Harrison

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Scott M Frisch

    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

  • 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

  • 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

    Total calculated
    $0
    Hours/week
    1

  • Rigo Saborio

    Director

    Total calculated
    $0
    Hours/week
    1

  • Thomas Kamber

    OATS Executive Director

    Total calculated
    $439,809
    From this org
    $381,381
    From related orgs
    $0
    Other
    $58,428
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,207
    Bonus
    $74,936
    Other
    $2,238
    Deferred
    $14,000 + $33,649 related
    Nontaxable benefits
    $10,779
    Filer's total
    $406,160 + $33,649 related

  • Frederick Fields

    VP-Strat,Planning&Admin&Treasurer until 10/1/2025

    Total calculated
    $521,081
    From this org
    $459,477
    From related orgs
    $0
    Other
    $61,604
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,649
    Bonus
    $57,688
    Other
    $210,140
    Deferred
    $14,000 + $23,971 related
    Nontaxable benefits
    $23,633
    Filer's total
    $497,110 + $23,971 related

  • Sarah Shaw

    AARP SVP - Secretary

    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

  • Jesse Werthman

    Senior Finance Director. Treasurer as of 11/19/25

    Total calculated
    $233,578
    From this org
    $179,844
    From related orgs
    $0
    Other
    $53,734
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,150
    Bonus
    $28,139
    Other
    $555
    Deferred
    $7,172 + $17,237 related
    Nontaxable benefits
    $29,325
    Filer's total
    $216,341 + $17,237 related

  • Alexander Glazebrook

    VP - Program Operations

    Total calculated
    $295,449
    From this org
    $259,143
    From related orgs
    $0
    Other
    $36,306
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,137
    Bonus
    $50,483
    Other
    $523
    Deferred
    $10,345 + $24,864 related
    Nontaxable benefits
    $1,097
    Filer's total
    $270,585 + $24,864 related

  • Marisa Giorgi

    Senior Director - Curriculum

    Total calculated
    $238,630
    From this org
    $184,278
    From related orgs
    $0
    Other
    $54,352
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,354
    Bonus
    $33,528
    Other
    $396
    Deferred
    $7,355 + $17,678 related
    Nontaxable benefits
    $29,319
    Filer's total
    $220,952 + $17,678 related

  • Aaron Osgood

    Senior Director - Project Mgmt

    Total calculated
    $194,130
    From this org
    $163,731
    From related orgs
    $0
    Other
    $30,399
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,135
    Bonus
    $24,268
    Other
    $328
    Deferred
    $6,536 + $15,710 related
    Nontaxable benefits
    $8,153
    Filer's total
    $178,420 + $15,710 related

  • Ines Escandon

    Director - Impact & Learning

    Total calculated
    $214,243
    From this org
    $162,898
    From related orgs
    $0
    Other
    $51,345
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,804
    Bonus
    $24,036
    Other
    $1,058
    Deferred
    $6,474 + $15,559 related
    Nontaxable benefits
    $29,312
    Filer's total
    $198,684 + $15,559 related

  • Barbara Kelly

    Director - External Relations

    Total calculated
    $178,485
    From this org
    $148,003
    From related orgs
    $0
    Other
    $30,482
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,207
    Bonus
    $21,665
    Other
    $2,131
    Deferred
    $5,835 + $14,024 related
    Nontaxable benefits
    $10,623
    Filer's total
    $164,461 + $14,024 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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $15,870,195
    Expenses
    $15,792,950
    Contributions
    $13,686,488
    Grants paid
    $521,820
  • 2024
    Revenue
    $18,686,197
    Expenses
    $15,760,172
    Contributions
    $16,964,194
    Grants paid
    $442,600
  • 2024
    Revenue
    $18,686,197
    Expenses
    $15,760,172
    Contributions
    $16,964,194
    Grants paid
    $442,600
  • 2023
    Revenue
    $13,257,588
    Expenses
    $13,044,313
    Contributions
    $11,563,501
    Grants paid
    $15,500
  • 2022
    Revenue
    $11,697,165
    Expenses
    $13,168,929
    Contributions
    $11,025,552
    Grants paid
    $690,500

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $10,527,864
    Expenses
    $8,461,544
    Assets (EOY)
    $6,542,984

  • 2020 · 990

    Revenue
    $6,770,707
    Expenses
    $6,781,460
    Assets (EOY)
    $4,283,577

  • 2019 · 990

    Revenue
    $5,613,566
    Expenses
    $5,414,310
    Assets (EOY)
    $5,017,913

  • 2018 · 990

    Revenue
    $6,344,538
    Expenses
    $4,126,706
    Assets (EOY)
    $3,910,109

  • 2017 · 990

    Revenue
    $3,377,518
    Expenses
    $3,326,656
    Assets (EOY)
    $1,622,834

  • 2016 · 990

    Revenue
    $2,740,165
    Expenses
    $2,776,774
    Assets (EOY)
    $2,021,495

  • 2015 · 990

    Revenue
    $2,626,820
    Expenses
    $2,339,446
    Assets (EOY)
    $2,080,707

  • 2014 · 990

    Revenue
    $1,856,178
    Expenses
    $2,000,707
    Assets (EOY)
    $1,282,407

  • 2013 · 990

    Revenue
    $1,503,666
    Expenses
    $1,713,887
    Assets (EOY)
    $1,134,880

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $1,743,338
    Assets (EOY)
    $1,203,447

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2025 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2025 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.