exempt organization return - aarp · 2020. 10. 7. · file by the due date for filing your return....
TRANSCRIPT
Department of the TreasuryInternal Revenue Service
File by thedue date forfiling yourreturn. Seeinstructions.
22384101-21-13
| File a separate application for each return.
Automatic 3-Month Extension, complete only Part I
Additional (Not Automatic) 3-Month Extension, complete only Part II
Electronic filing .
Type or
Application
Is For
Return
Code
Application
Is For
Return
Code
1
2
3a
b
c
3a
3b
3c
$
$
$
Balance due.
Caution.
For Privacy Act and Paperwork Reduction Act Notice, see instructions. 8868
www.irs.gov/efile e-file for Charities & Nonprofits.
All other corporations (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of timeto file income tax returns.
Form
(Rev. January 2013) OMB No. 1545-1709
¥ If you are filing for an and check this box ~~~~~~~~~~~~~~~~~~~ |
¥ If you are filing for an (on page 2 of this form).
you have already been granted an automatic 3-month extension on a previously filed Form 8868.
You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months for a corporation
required to file Form 990-T), or an additional (not automatic) 3-month extension of time. You can electronically file Form 8868 to request an extension
of time to file any of the forms listed in Part I or Part II with the exception of Form 8870, Information Return for Transfers Associated With Certain
Personal Benefit Contracts, which must be sent to the IRS in paper format (see instructions). For more details on the electronic filing of this form,
visit and click on
A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete
Part I only ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
Name of exempt organization or other filer, see instructions. Employer identification number (EIN) or
Number, street, and room or suite no. If a P.O. box, see instructions.
City, town or post office, state, and ZIP code. For a foreign address, see instructions.
Social security number (SSN)
Enter the Return code for the return that this application is for (file a separate application for each return) ~~~~~~~~~~~~~~~~~
Form 990 or Form 990-EZ
Form 990-BL
Form 4720 (individual)
Form 990-PF
01
02
03
04
05
06
Form 990-T (corporation) 07
08
09
10
11
12
Form 1041-A
Form 4720
Form 5227
Form 6069
Form 8870
Form 990-T (sec. 401(a) or 408(a) trust)
Form 990-T (trust other than above)
¥ The books are in the care of |
Telephone No. | FAX No. |
¥ If the organization does not have an office or place of business in the United States, check this box~~~~~~~~~~~~~~~~~ |
¥ If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group, check this
box . If it is for part of the group, check this box and attach a list with the names and EINs of all members the extension is for.| |
I request an automatic 3-month (6 months for a corporation required to file Form 990-T) extension of time until
, to file the exempt organization return for the organization named above. The extension
is for the organization's return for:
|
|
calendar year or
tax year beginning , and ending .
If the tax year entered in line 1 is for less than 12 months, check reason: Initial return Final return
Change in accounting period
If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See instructions.
If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and
estimated tax payments made. Include any prior year overpayment allowed as a credit.
Subtract line 3b from line 3a. Include your payment with this form, if required,
by using EFTPS (Electronic Federal Tax Payment System). See instructions.
If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions.
LHA Form (Rev. 1-2013)
Do not complete Part II unless (e-file)
Part I Automatic 3-Month Extension of Time. Only submit original (no copies needed).
8868 Application for Extension of Time To File anExempt Organization Return
X
AARP 95-1985500
601 E Street, NW c/o Tax Dept.
Washington, DC 20049
0 1
Robert R. Hagans, Jr.601 E Street, NW - Washington, DC 20049
202-434-3220
August 15, 2013
X 2012
0.
0.
0.
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Expenses $ including grants of $ Revenue $
23200212-10-12
1
2
3
4
Yes No
Yes No
4a
4b
4c
4d
4e Total program service expenses
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part III �����������������������������
Briefly describe the organization's mission:
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
If "Yes," describe these new services on Schedule O.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
If "Yes," describe these changes on Schedule O.
~~~~~~
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and
revenue, if any, for each program service reported.
( ) ( ) ( )
( ) ( ) ( )
( ) ( ) ( )
Other program services (Describe in Schedule O.)
( ) ( )
Form (2012)
2Statement of Program Service AccomplishmentsPart III
990
J
AARP 95-1985500
X
AARP is dedicated to enhancing quality of life for all as we age. Welead positive social change and deliver value to members throughinformation, advocacy, and service.
X
X
298,242,432. 433,286. 0.Membership Service helps ensure AARP is providing useful information,programs, and services to members and people 50+ through events,exhibits, AARP's award-winning website, member call center, and otherinteractive member touch points. Membership service summarizes AARP'sposition on activities related to the organization's strategicpriorities, as well as the activities that support its strategic plan.
204,203,645. 0. 0.AARP publishes "AARP The Magazine," every other month (bimonthly) to besure that we are providing highly useful information and outreach."AARP The Magazine" includes the key areas of health, personal finance,work/life transitions, and personal enrichment. AARP also publishes 10issues of "AARP Bulletin," a monthly publication (January/February andJuly/August are combined) that reports on such issues as SocialSecurity, Medicare, and those related to work, retirement, pensions,benefits, health, and quality of life. "AARP The Magazine" and "AARPBulletin" are provided to all AARP member households. Both publicationsare available electronically to the public on AARP's websitewww.aarp.org.
174,141,777. 382,352. 0.Legislative Activities and Public Policy - Through AARP's GovernmentAffairs Group, State Executive Councils, and AARP advocacy volunteers,AARP works to raise awareness and advocates for the rights of itsmembers pertaining to the following issues: affordable health care forall Americans; intergenerational campaigns; ensuring the solvency ofSocial Security for current and future retirees; ensuring the long-termsolvency of Medicare and prescription drug coverage; informing membersand consumers about Medicare health insurance and related issues;independent living and long-term care; employment and job seeking forolder workers; and financial security in retirement.
352,442,938. 25,619,080. 10,474,569.1,029,030,792.
23200312-10-12
Yes No
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
1
2
3
4
5
6
7
8
9
10
Section 501(c)(3) organizations.
a
b
c
d
e
f
a
b
11a
11b
11c
11d
11e
11f
12a
12b
13
14a
14b
15
16
17
18
19
20a
20b
a
b
a
b
If "Yes," complete Schedule ASchedule B, Schedule of Contributors
If "Yes," complete Schedule C, Part I
If "Yes," complete Schedule C, Part II
If "Yes," complete Schedule C, Part III
If "Yes," complete Schedule D, Part I
If "Yes," complete Schedule D, Part IIIf "Yes," complete
Schedule D, Part III
If "Yes," complete Schedule D, Part IV
If "Yes," complete Schedule D, Part V
If "Yes," complete Schedule D,Part VI
If "Yes," complete Schedule D, Part VII
If "Yes," complete Schedule D, Part VIII
If "Yes," complete Schedule D, Part IXIf "Yes," complete Schedule D, Part X
If "Yes," complete Schedule D, Part XIf "Yes," complete
Schedule D, Parts XI and XII
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optionalIf "Yes," complete Schedule E
If "Yes," complete Schedule F, Parts I and IV
If "Yes," complete Schedule F, Parts II and IV
If "Yes," complete Schedule F, Parts III and IV
If "Yes," complete Schedule G, Part I
If "Yes," complete Schedule G, Part IIIf "Yes,"
complete Schedule G, Part IIIIf "Yes," complete Schedule H
Form 990 (2012) Page
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization required to complete ?
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization engage in lobbying activities, or have a section 501(h) election in effect
during the tax year?
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or
similar amounts as defined in Revenue Procedure 98-19?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to
provide advice on the distribution or investment of amounts in such funds or accounts?
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for
amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent
endowments, or quasi-endowments?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~
If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X
as applicable.
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16?
Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16?
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in
Part X, line 16?
Did the organization report an amount for other liabilities in Part X, line 25?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?
Did the organization obtain separate, independent audited financial statements for the tax year?
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was the organization included in consolidated, independent audited financial statements for the tax year?
~~~~~
Is the organization a school described in section 170(b)(1)(A)(ii)?
Did the organization maintain an office, employees, or agents outside of the United States?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,
investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000
or more? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization
or entity located outside the United States?
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals
located outside the United States?
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11e? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines
1c and 8a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
Did the organization operate one or more hospital facilities?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ����������
Form (2012)
3Part IV Checklist of Required Schedules
990
AARP 95-1985500
XX
X
X
X
X
X
X
X
X
X
X
XX
X
X
XXX
X
X
X
X
X
XX
23200412-10-12
Yes No
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
21
22
23
24a
24b
24c
24d
25a
25b
26
27
28a
28b
28c
29
30
31
32
33
34
35a
35b
36
37
38
a
b
c
d
a
b
Section 501(c)(3) and 501(c)(4) organizations.
a
b
c
a
b
Section 501(c)(3) organizations.
Note.
(continued)
If "Yes," complete Schedule I, Parts I and II
If "Yes," complete Schedule I, Parts I and III
If "Yes," completeSchedule J
If "Yes," answer lines 24b through 24d and completeSchedule K. If "No", go to line 25
If "Yes," complete Schedule L, Part I
If "Yes," completeSchedule L, Part I
If "Yes," complete Schedule L, Part II
If "Yes," complete Schedule L, Part III
If "Yes," complete Schedule L, Part IVIf "Yes," complete Schedule L, Part IV
If "Yes," complete Schedule L, Part IVIf "Yes," complete Schedule M
If "Yes," complete Schedule M
If "Yes," complete Schedule N, Part IIf "Yes," complete
Schedule N, Part II
If "Yes," complete Schedule R, Part IIf "Yes," complete Schedule R, Part II, III, or IV, and
Part V, line 1
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part VI
Form 990 (2012) Page
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the
United States on Part IX, column (A), line 1? ~~~~~~~~~~~~~~~~~~
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX,
column (A), line 2? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
Did the organization engage in an excess benefit transaction with a
disqualified person during the year?
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified
person outstanding as of the end of the organization's tax year?
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member
of any of these persons?
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions):
A current or former officer, director, trustee, or key employee? ~~~~~~~~~~~
A family member of a current or former officer, director, trustee, or key employee?
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer,
director, trustee, or direct or indirect owner?
~~
~~~~~~~~~~~~~~~~~~~~~
Did the organization receive more than $25,000 in non-cash contributions?
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions?
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization liquidate, terminate, or dissolve and cease operations?
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701-2 and 301.7701-3?
Was the organization related to any tax-exempt or taxable entity?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity
within the meaning of section 512(b)(13)?
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Did the organization make any transfers to an exempt non-charitable related organization?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? ~~~~~~~~
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
All Form 990 filers are required to complete Schedule O �������������������������������
Form (2012)
4Part IV Checklist of Required Schedules
990
AARP 95-1985500
X
X
X
X
X
X
X
X
XX
XX
X
X
X
X
XX
X
X
X
23200512-10-12
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations.
Yes No
1
2
3
4
5
6
7
a
b
c
1a
1b
1c
a
b
2a
Note.
2b
3a
3b
4a
5a
5b
5c
6a
6b
7a
7b
7c
7e
7f
7g
7h
8
9a
9b
a
b
a
b
a
b
c
a
b
Organizations that may receive deductible contributions under section 170(c).
a
b
c
d
e
f
g
h
7d
8
9
10
11
12
13
14
Sponsoring organizations maintaining donor advised funds.
a
b
Section 501(c)(7) organizations.
a
b
10a
10b
Section 501(c)(12) organizations.
a
b
11a
11b
a
b
Section 4947(a)(1) non-exempt charitable trusts. 12a
12b
Section 501(c)(29) qualified nonprofit health insurance issuers.
Note.
a
b
c
a
b
13a
13b
13c
14a
14b
e-file
If "No," provide an explanation in Schedule O
If "No," provide an explanation in Schedule O
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
Did the supporting
organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Form (2012)
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part V �����������������������������
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ~~~~~~~~~~~
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable ~~~~~~~~~~
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners? �������������������������������������������
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
filed for the calendar year ending with or within the year covered by this return ~~~~~~~~~~
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
If the sum of lines 1a and 2a is greater than 250, you may be required to (see instructions)
~~~~~~~~~~
Did the organization have unrelated business gross income of $1,000 or more during the year?
If "Yes," has it filed a Form 990-T for this year?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)?~~~~~~~
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
~~~~~~~~~~~~
~~~~~~~~~
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit
any contributions that were not tax deductible as charitable contributions?
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts
were not tax deductible?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization notify the donor of the value of the goods or services provided?
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282?
~~~~~~~~~~~~~~~
����������������������������������������������������
If "Yes," indicate the number of Forms 8282 filed during the year
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
~~~~~~~~~~~~~~~~
~~~~~~~
~~~~~~~~~Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
~
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Enter:
Initiation fees and capital contributions included on Part VIII, line 12
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
~~~~~~~~~~~~~~~
~~~~~~
Enter:
Gross income from members or shareholders
Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them.)
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization filing Form 990 in lieu of Form 1041?
If "Yes," enter the amount of tax-exempt interest received or accrued during the year ������
Is the organization licensed to issue qualified health plans in more than one state?
See the instructions for additional information the organization must report on Schedule O.
~~~~~~~~~~~~~~~~~~~~~
Enter the amount of reserves the organization is required to maintain by the states in which the
organization is licensed to issue qualified health plans
Enter the amount of reserves on hand
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization receive any payments for indoor tanning services during the tax year?
If "Yes," has it filed a Form 720 to report these payments?
~~~~~~~~~~~~~~~~
����������
5Part V Statements Regarding Other IRS Filings and Tax Compliance
990
J
AARP 95-1985500
X
18900
X
1971X
XX
XSee Schedule O
XX
X
X
X
23200612-10-12
Yes No
1a
1b
1
2
3
4
5
6
7
8
9
a
b
2
3
4
5
6
7a
7b
8a
8b
9
a
b
a
b
Yes No
10
11
a
b
10a
10b
11a
12a
12b
12c
13
14
15a
15b
16a
16b
a
b
12a
b
c
13
14
15
a
b
16a
b
17
18
19
20
For each "Yes" response to lines 2 through 7b below, and for a "No" responseto line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
If "Yes," provide the names and addresses in Schedule O(This Section B requests information about policies not required by the Internal Revenue Code.)
If "No," go to line 13
If "Yes," describein Schedule O how this was done
(explain in Schedule O)
If there are material differences in voting rights among members of the governing body, or if the governing
body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
Form (2012)
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part VI �����������������������������
Enter the number of voting members of the governing body at the end of the tax year
Enter the number of voting members included in line 1a, above, who are independent
~~~~~~
~~~~~~
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee, or key employee? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors, or trustees, or key employees to a management company or other person? ~~~~~~~~~~~~~~
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
Did the organization become aware during the year of a significant diversion of the organization's assets?
Did the organization have members or stockholders?
~~~~~
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or
more members of the governing body?
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or
persons other than the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The governing body?
Each committee with authority to act on behalf of the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? �����������������
Did the organization have local chapters, branches, or affiliates?
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates,
and branches to ensure their operations are consistent with the organization's exempt purposes?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
Did the organization have a written conflict of interest policy? ~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the organization regularly and consistently monitor and enforce compliance with the policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a written whistleblower policy?
Did the organization have a written document retention and destruction policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
The organization's CEO, Executive Director, or top management official
Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation
in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's
exempt status with respect to such arrangements? ������������������������������������
List the states with which a copy of this Form 990 is required to be filed
Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available
for public inspection. Indicate how you made these available. Check all that apply.
Own website Another's website Upon request Other
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial
statements available to the public during the tax year.
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: |
6Part VI Governance, Management, and Disclosure
Section A. Governing Body and Management
Section B. Policies
Section C. Disclosure
990
J
AARP 95-1985500
X
22
22
X
XX
XX
X
X
XX
X
X
XX
XX
XXX
XX
X
CA
X X
Robert R. Hagans, Jr. - 202-434-3220601 E Street, NW, Washington, DC 20049
Indi
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dire
ctor
Inst
itutio
nal t
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ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
empl
oyee
Form
er
(do not check more than onebox, unless person is both anofficer and a director/trustee)
232007 12-10-12
current
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
current
current
former
former directors or trustees
(A) (B) (C) (D) (E) (F)
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
List the organization's five highest compensated employees (other than an officer, director, trustee, or key employee) who received reportablecompensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part VII�����������������������������
¥ List all of the organization's officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.Enter -0- in columns (D), (E), and (F) if no compensation was paid.
¥ List all of the organization's key employees, if any. See instructions for definition of "key employee."¥
.
¥ List all of the organization's officers, key employees, and highest compensated employees who received more than $100,000 ofreportable compensation from the organization and any related organizations.
¥ List all of the organization's that received, in the capacity as a former director or trustee of the organization,more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
PositionName and Title Average hours per
week (list any
hours forrelated
organizationsbelowline)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Form (2012)
7Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
990
AARP 95-1985500
(1) Robert Romasco 15.00President X 24,748. 0. 0.(2) Gail E. Aldrich 15.00Board Chair X 20,461. 0. 0.(3) Carol Raphael 6.00Board Vice Chair X 2,699. 0. 0.(4) A. James Forbes, Jr. 6.00Secretary/Treasurer X 6,504. 0. 0.(5) Jeannine English 6.00President-Elect X 13,271. 0. 0.(6) Allen Douma 6.00Director 1.00 X 8,252. 0. 0.(7) Raymond Dean Jones 6.00Director X 0. 0. 0.(8) Jacob Lozada 6.00Director X 8,662. 0. 0.(9) J. David Nelson 6.00Director 1.00 X 6,235. 0. 0.(10) Charles E. Reed 6.00Director X 20,550. 0. 0.(11) Catherine Georges 6.00Director X 0. 0. 0.(12) Barbara O'Connor 6.00Director 1.00 X 605. 0. 0.(13) John Penn 6.00Director X 8,407. 0. 0.(14) Diane Pratt 6.00Director X 0. 0. 0.(15) Fernando Torres-Gil 6.00Director X 0. 0. 0.(16) Gretchen Dahlen 6.00Director X 1,150. 0. 0.(17) Ronald E. Daly, Sr. 6.00Director 1.00 X 898. 0. 0.
Form
er
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Hig
hest
com
pens
ated
empl
oyee
Key
empl
oyee
(do not check more than onebox, unless person is both anofficer and a director/trustee)
23200812-10-12
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(B) (C)(A) (D) (E) (F)
1b
c
d
Sub-total
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
2
Yes No
3
4
5
former
3
4
5
Section B. Independent Contractors
1
(A) (B) (C)
2
(continued)
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such person
Page Form 990 (2012)
PositionAverage hours per
week(list any
hours forrelated
organizationsbelowline)
Name and title Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
~~~~~~~~ |
���������������������� |
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable
compensation from the organization |
Did the organization list any officer, director, or trustee, key employee, or highest compensated employee on
line 1a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,000? ~~~~~~~~~~~~~
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services
rendered to the organization? ������������������������
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the organization. Report compensation for the calendar year ending with or within the organization's tax year.
Name and business address Description of services Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the organization |
Form (2012)
8Part VII
990
AARP 95-1985500
(18) Jewell D. Hoover 6.00Director X 0. 0. 0.(19) Timothy M. Kelly 6.00Director X 0. 0. 0.(20) Joan R. Ruff 6.00Director X 3,353. 0. 0.(21) Eric J. Schneidewind 6.00Director X 0. 0. 0.(22) Edward A. Watson 6.00Director X 2,181. 0. 0.(23) W. Lee Hammond 15.00President (until 3/2012) X 3,737. 0. 0.(24) Leobardo Estrada 6.00Director (until 3/2012) X 0. 0. 0.(25) William J. Hall 6.00Director (until 3/2012) X 0. 0. 0.(26) Mara Mayor 6.00Director (until 3/2012) X 2,596. 0. 0.
134,309. 0. 0.7,764,528. 0. 1142809.7,898,837. 0. 1142809.
868
X
X
X
RR DONNELLEY111 SOUTH WACKER DRIVE, CHICAGO, IL 60606
PRINTING SERVICESFOR PUBLICATIONS 71,727,363.
GMMB, INC., 1010 WISCONSIN AVE, NW,WASHINGTON, DC 20007
TELEVISIONADVERTISING 25,451,689.
MERKLE, INC., 7001 COLUMBIA GATEWAY DRIVE,COLUMBIA, MD 21046
CUSTOMER RELATIONSMKTG 14,913,968.
PARADYSZ, INC.5 HANOVER SQUARE, NEW YORK, NY 10004 AUDIENCE DEVELOPMENT 13,757,850.
544See Part VII, Section A Continuation sheets
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
em
ploy
ee
Form
er
23220107-25-12
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)Form 990
Name and title Average hours per
week(list any
hours forrelated
organizationsbelowline)
Position (check all that apply)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Total to Part VII, Section A, line 1c �������������������������
Part VII
AARP 95-1985500
(27) Maeona Mendelson 6.00Director (until 3/2012) X 15,924. 0. 0.(28) George T. Rowan 6.00Director (until 3/2012) X 0. 0. 0.(29) John F. Zarlengo 15.00Board Chair (until 3/2012) X 11,056. 0. 0.(30) Addison B. Rand 45.00Chief Executive Officer X 879,725. 0. 131,367.(31) Robert R. Hagans, Jr. 50.00Chief Financial Officer X 457,344. 0. 70,153.(32) Nancy A. LeaMond 60.00EVP State and National Gro X 585,200. 0. 55,050.(33) Steven Cone 50.00EVP Integrated Value & Str X 459,452. 0. 53,900.(34) Richard Randazzo 45.00EVP Chief Human Resources X 456,962. 0. 63,900.(35) Emilio Pardo 55.00EVP & Chief Brand Officer X 432,710. 0. 57,252.(36) Kevin Donnellan 50.00EVP & Chief Comm Officer X 416,314. 0. 63,886.(37) Cynthia Lewin 45.00EVP & General Counsel X 397,833. 0. 70,991.(38) Nancy Smith 50.00EVP & Corporate Secretary X 390,725. 0. 54,987.(39) Matthew Mitchell 50.00EVP & Chief Information Of X 377,860. 0. 53,952.(40) Lorraine Cortes-Vazquez 60.00EVP Multi Market & Engagem X 352,371. 0. 61,998.(41) Harroll Backus 50.00EVP States and Communities 1.00 X 336,085. 0. 59,628.(42) Debra Whitman 50.00EVP Policy & International X 196,137. 0. 50,561.(43) Catherine Ventura-Merkel 55.00SVP AARP Publications X 429,956. 0. 41,948.(44) Lynn Mento 45.00SVP 50+ Member Experience X 340,282. 0. 54,531.(45) Cris Gardner 50.00SVP IVS Ops X 332,479. 0. 70,897.(46) Shelagh Daly Miller 45.00VP Advertising Sales X 325,043. 0. 63,552.
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
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ee
Offi
cer
Key
empl
oyee
Hig
hest
com
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ated
em
ploy
ee
Form
er
23220107-25-12
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)Form 990
Name and title Average hours per
week(list any
hours forrelated
organizationsbelowline)
Position (check all that apply)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Total to Part VII, Section A, line 1c �������������������������
Part VII
AARP 95-1985500
(47) Susan Reinhard 50.00SVP Public Policy X 325,690. 0. 64,256.(48) John Rother 0.00Former EVP (until 9/2011) X 245,380. 0. 0.
7,764,528. 1,142,809.
Noncash contributions included in lines 1a-1f: $
23200912-10-12
Total revenue.
(A) (B) (C) (D)
1 a
b
c
d
e
f
g
h
1
1
1
1
1
1
a
b
c
d
e
f
Co
ntr
ibu
tio
ns
, G
ifts
, G
ran
tsa
nd
Oth
er
Sim
ila
r A
mo
un
ts
Total.
a
b
c
d
e
f
g
2
Pro
gra
m S
erv
ice
Re
ven
ue
Total.
3
4
5
6 a
b
c
d
a
b
c
d
7
a
b
c
8
a
b
9 a
b
c
a
b
10 a
b
c
a
b
11 a
b
c
d
e Total.
Oth
er
Re
ven
ue
12
Revenue excludedfrom tax undersections 512,513, or 514
All other contributions, gifts, grants, and
similar amounts not included above
See instructions.
Form (2012)
Page Form 990 (2012)
Check if Schedule O contains a response to any question in this Part VIII ���������������������������
Total revenue Related orexempt function
revenue
Unrelatedbusinessrevenue
Federated campaigns
Membership dues
~~~~~~
~~~~~~~~
Fundraising events
Related organizations
~~~~~~~~
~~~~~~
Government grants (contributions)
~~
Add lines 1a-1f ����������������� |
Business Code
All other program service revenue ~~~~~
Add lines 2a-2f ����������������� |
Investment income (including dividends, interest, and
other similar amounts)
Income from investment of tax-exempt bond proceeds
~~~~~~~~~~~~~~~~~ |
|
Royalties ����������������������� |
(i) Real (ii) Personal
Gross rents
Less: rental expenses
Rental income or (loss)
Net rental income or (loss)
~~~~~~~
~~~
~~
�������������� |
Gross amount from sales of
assets other than inventory
(i) Securities (ii) Other
Less: cost or other basis
and sales expenses
Gain or (loss)
~~~
~~~~~~~
Net gain or (loss) ������������������� |
Gross income from fundraising events (not
including $ of
contributions reported on line 1c). See
Part IV, line 18 ~~~~~~~~~~~~~
Less: direct expenses~~~~~~~~~~
Net income or (loss) from fundraising events ����� |
Gross income from gaming activities. See
Part IV, line 19 ~~~~~~~~~~~~~
Less: direct expenses
Net income or (loss) from gaming activities
~~~~~~~~~
������ |
Gross sales of inventory, less returns
and allowances ~~~~~~~~~~~~~
Less: cost of goods sold
Net income or (loss) from sales of inventory
~~~~~~~~
������ |
Miscellaneous Revenue Business Code
All other revenue ~~~~~~~~~~~~~
Add lines 11a-11d ~~~~~~~~~~~~~~~ |
|�������������
9Part VIII Statement of Revenue
990
AARP 95-1985500
281,102,160.
9,298,586.10,000.
21,224,248.
311,634,994.
Pub/Web Advertising 541800 158,180,231. 158,180,231.Driver's Safety Program 900099 6,532,401. 6,532,401.Member Event 900099 3,485,938. 3,485,938.
900099 456,230. 456,230.168,654,800.
27,977,864. 27,977,864.
723,333,181. 723,333,181.
3,048,126.3,028,958.
19,168.19,168. 19,168.
1301749540.
1306401982.-4,652,442.
-4,652,442. -4,652,442.
Miscellaneous Income 900099 2,652,111. 2,652,111.Captive Insurance Premiums 900099 2,073,765. 2,073,765.
4,725,876.1231693441. 10,474,569. 158,180,231. 751,403,647.
Check here if following SOP 98-2 (ASC 958-720)
232010 12-10-12
Total functional expenses.
Joint costs.
(A) (B) (C) (D)
1
2
3
4
5
6
7
8
9
10
11
a
b
c
d
e
f
g
12
13
14
15
16
17
18
19
20
21
22
23
24
a
b
c
d
e
25
26
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Grants and other assistance to governments and
organizations in the United States. See Part IV, line 21
Compensation not included above, to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
Professional fundraising services. See Part IV, line 17
(If line 11g amount exceeds 10% of line 25,
column (A) amount, list line 11g expenses on Sch O.)
Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line24e amount exceeds 10% of line 25, column (A)amount, list line 24e expenses on Schedule O.)
Add lines 1 through 24e
Complete this line only if the organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part IX ��������������������������
Total expenses Program serviceexpenses
Management andgeneral expenses
Fundraisingexpenses
Grants and other assistance to individuals in
the United States. See Part IV, line 22 ~~~
Grants and other assistance to governments,
organizations, and individuals outside the
United States. See Part IV, lines 15 and 16 ~
Benefits paid to or for members ~~~~~~~
Compensation of current officers, directors,
trustees, and key employees ~~~~~~~~
~~~
Other salaries and wages ~~~~~~~~~~
Other employee benefits ~~~~~~~~~~
Payroll taxes ~~~~~~~~~~~~~~~~
Fees for services (non-employees):
Management
Legal
Accounting
Lobbying
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Investment management fees
Other.
~~~~~~~~
Advertising and promotion
Office expenses
Information technology
Royalties
~~~~~~~~~
~~~~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Occupancy ~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~Travel
Payments of travel or entertainment expenses
for any federal, state, or local public officials
Conferences, conventions, and meetings ~~
Interest
Payments to affiliates
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~
Depreciation, depletion, and amortization
Insurance
~~
~~~~~~~~~~~~~~~~~
~~
All other expenses
|
Form (2012)
Do not include amounts reported on lines 6b,7b, 8b, 9b, and 10b of Part VIII.
10Part IX Statement of Functional Expenses
990
AARP 95-1985500
26,384,719. 26,384,719.
50,000. 50,000.
6,747,633. 2,210,382. 4,537,251.
229,176,735.148,976,875. 79,854,694. 345,166.
152,717,058.104,623,012. 47,922,789. 171,257.27,026,748. 15,964,706. 11,026,794. 35,248.12,664,893. 7,867,165. 4,780,486. 17,242.
878,274. 878,274.459,612. 92,948. 366,664.356,500. 356,500.210,000. 210,000.
7,775,258. 7,775,258.
122,745,425.104,426,540. 18,279,260. 39,625.199,893,939.185,718,570. 13,458,918. 716,451.
3,834,000. 1,371,447. 2,462,528. 25.67,473,858. 26,738,472. 40,209,104. 526,282.
26,473,139. 20,925,101. 5,548,038.11,960,494. 9,537,320. 2,418,887. 4,287.
12,064,474. 11,077,688. 983,096. 3,690.8,916,273. 8,916,273.
33,978,024. 4,282,323. 29,695,701.3,327,074. 3,327,074.
Printing & Postage 256,051,742.245,420,803. 6,401,804. 4,229,135.Member Call Center 16,209,306. 16,203,379. 5,927.Research, Surveys, & Te 15,014,977. 12,783,949. 2,231,028.Miscellaneous Expense 11,381,852. 3,533,793. 7,842,368. 5,691.
28,834,882. 80,485,100.-51,764,003. 113,785.1282606889. 1029030792.247,158,213. 6,417,884.
X 10,505,801. 5,869,232. 0. 4,636,569.
23201112-10-12
(A) (B)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
1
2
3
4
5
6
7
8
9
10c
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
a
b
10a
10b
As
se
ts
Total assets.
Lia
bil
itie
s
Total liabilities.
Organizations that follow SFAS 117 (ASC 958), check here and
complete lines 27 through 29, and lines 33 and 34.
27
28
29
Organizations that do not follow SFAS 117 (ASC 958), check here
and complete lines 30 through 34.
30
31
32
33
34
Ne
t A
ss
ets
or
Fu
nd
Ba
lan
ce
s
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part X ������������������������������
Beginning of year End of year
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from current and former officers, directors,
trustees, key employees, and highest compensated employees. Complete
Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from other disqualified persons (as defined under
section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing
employers and sponsoring organizations of section 501(c)(9) voluntary
employees' beneficiary organizations (see instr). Complete Part II of Sch L ~~
Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges
~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D
Less: accumulated depreciation
~~~
~~~~~~
Investments - publicly traded securities
Investments - other securities. See Part IV, line 11
Investments - program-related. See Part IV, line 11
Intangible assets
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~
Add lines 1 through 15 (must equal line 34) ����������
Accounts payable and accrued expenses
Grants payable
Deferred revenue
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Tax-exempt bond liabilities
Escrow or custodial account liability. Complete Part IV of Schedule D
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
Loans and other payables to current and former officers, directors, trustees,
key employees, highest compensated employees, and disqualified persons.
Complete Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~
Secured mortgages and notes payable to unrelated third parties ~~~~~~
Unsecured notes and loans payable to unrelated third parties ~~~~~~~~
Other liabilities (including federal income tax, payables to related third
parties, and other liabilities not included on lines 17-24). Complete Part X of
Schedule D ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 17 through 25 ������������������
|
Unrestricted net assets
Temporarily restricted net assets
Permanently restricted net assets
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
|
Capital stock or trust principal, or current funds
Paid-in or capital surplus, or land, building, or equipment fund
Retained earnings, endowment, accumulated income, or other funds
~~~~~~~~~~~~~~~
~~~~~~~~
~~~~
Total net assets or fund balances ~~~~~~~~~~~~~~~~~~~~~~
Total liabilities and net assets/fund balances ����������������
Form (2012)
11Balance SheetPart X
990
AARP 95-1985500
6,194,703. 16,714,178.209,319,747. 110,313,771.
95,089,001. 89,538,290.
44,456,351. 49,177,947.
518,761,153.260,066,115. 267,408,401. 258,695,038.
1043203637. 1397786510.3,000,000. 3,000,000.
1,021,440. 968,595.4,483,367. 4,838,612.1674176647. 1931032941.
116,990,962. 152,376,222.
223,997,628. 245,717,564.
174,124,828. 174,146,493.
492,807,971. 612,352,094.1007921389. 1184592373.
X
666,255,258. 746,440,568.
666,255,258. 746,440,568.1674176647. 1931032941.
23201212-10-12
1
2
3
4
5
6
7
8
9
10
1
2
3
4
5
6
7
8
9
10
Yes No
1
2
3
a
b
c
2a
2b
2c
a
b
3a
3b
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part XI �����������������������������
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adjustments
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other changes in net assets or fund balances (explain in Schedule O)
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
column (B))
~~~~~~~~~~~~~~~~~~~
�����������������������������������������������
Check if Schedule O contains a response to any question in this Part XII�����������������������������
Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O.
Were the organization's financial statements compiled or reviewed by an independent accountant? ~~~~~~~~~~~~
If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis
Were the organization's financial statements audited by an independent accountant? ~~~~~~~~~~~~~~~~~~~
If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis,
consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis
If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?~~~~~~~~~~~~~~~
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit
Act and OMB Circular A-133? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why in Schedule O and describe any steps taken to undergo such audits ����������������
Form (2012)
12Part XI Reconciliation of Net Assets
Part XII Financial Statements and Reporting
990
AARP 95-1985500
X
1,231,693,441.1,282,606,889.-50,913,448.666,255,258.131,098,754.
4.
746,440,568.
X
X
X
X
X
X
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
22345112-21-12
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
(Form 990, 990-EZ,or 990-PF) | Attach to Form 990, Form 990-EZ, or Form 990-PF.
Name of the organization Employer identification number
Organization type
Filers of: Section:
not
General Rule Special Rule.
Note.
General Rule
Special Rules
(1) (2)
General Rule
Caution.
must
For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF.
exclusively
exclusively exclusively
(check one):
Form 990 or 990-EZ 501(c)( ) (enter number) organization
4947(a)(1) nonexempt charitable trust treated as a private foundation
527 political organization
Form 990-PF 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the or a
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one
contributor. Complete Parts I and II.
For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections
509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of $5,000 or 2%
of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,
total contributions of more than $1,000 for use for religious, charitable, scientific, literary, or educational purposes, or
the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,
contributions for use for religious, charitable, etc., purposes, but these contributions did not total to more than $1,000.
If this box is checked, enter here the total contributions that were received during the year for an religious, charitable, etc.,
purpose. Do not complete any of the parts unless the applies to this organization because it received nonexclusively
religious, charitable, etc., contributions of $5,000 or more during the year ~~~~~~~~~~~~~~~~~ | $
An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF),
but it answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on Part I, line 2 of its Form 990-PF, to
certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
LHA
Schedule B Schedule of Contributors
2012
AARP 95-1985500
X 4
X
223453 12-21-12
Name of organization Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page
(see instructions). Use duplicate copies of Part II if additional space is needed.
$
$
$
$
$
$
3
Part II Noncash Property
AARP 95-1985500
(Enter this information once.)
223454 12-21-12
Name of organization Employer identification number
religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations that total more than $1,000 for theyear. (a) (e) and
$1,000 or less
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
(a) No.fromPart I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.fromPart I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.fromPart I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.fromPart I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
exclusively Complete columns through the following line entry. For organizations completing Part III, enter
the total of religious, charitable, etc., contributions of for the year.
Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page
| $
Use duplicate copies of Part III if additional space is needed.
Exclusively
4
Part III
AARP 95-1985500
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
23204101-07-13
(Form 990 or 990-EZ)For Organizations Exempt From Income Tax Under section 501(c) and section 527
Open to PublicInspection
Complete if the organization is described below. Attach to Form 990 or Form 990-EZ.
| See separate instructions.
If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax), or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Employer identification number
1
2
3
1
2
3
4
Yes No
a
b
Yes No
1
2
3
4
5
Form 1120-POL Yes No
(a) (b) (c) (d) (e)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule C (Form 990 or 990-EZ) 2012
¥ Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
¥ Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
¥ Section 527 organizations: Complete Part I-A only.
¥ Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
¥ Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
¥ Section 501(c)(4), (5), or (6) organizations: Complete Part III.Name of organization
Provide a description of the organization's direct and indirect political campaign activities in Part IV.
Political expenditures
Volunteer hours
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount of any excise tax incurred by the organization under section 4955
Enter the amount of any excise tax incurred by organization managers under section 4955
If the organization incurred a section 4955 tax, did it file Form 4720 for this year?
~~~~~~~~~~~~~ $
~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~
Was a correction made?
If "Yes," describe in Part IV.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount directly expended by the filing organization for section 527 exempt function activities
Enter the amount of the filing organization's funds contributed to other organizations for section 527
exempt function activities
~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL,
line 17b
Did the filing organization file for this year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization
made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political
contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a
political action committee (PAC). If additional space is needed, provide information in Part IV.
Name Address EIN Amount paid fromfiling organization's
funds. If none, enter -0-.
Amount of politicalcontributions received and
promptly and directlydelivered to a separatepolitical organization.
If none, enter -0-.
LHA
SCHEDULE C
Part I-A Complete if the organization is exempt under section 501(c) or is a section 527 organization.
Part I-B Complete if the organization is exempt under section 501(c)(3).
Part I-C Complete if the organization is exempt under section 501(c), except section 501(c)(3).
Political Campaign and Lobbying Activities2012
J J
J
JJ
J
J
J
AARP 95-1985500
2,803,322.0.
23204201-07-13
If the amount on line 1e, column (a) or (b) is:
2
A
B
Limits on Lobbying Expenditures(The term "expenditures" means amounts paid or incurred.)
(a) (b)
1a
b
c
d
e
f
The lobbying nontaxable amount is:
g
h
i
j
Yes No
4-Year Averaging Period Under Section 501(h)(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
(a) (b) (c) (d) (e)
2a
b
c
d
e
f
Schedule C (Form 990 or 990-EZ) 2012
Schedule C (Form 990 or 990-EZ) 2012 Page
Check if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN,
expenses, and share of excess lobbying expenditures).
Check if the filing organization checked box A and "limited control" provisions apply.
Filingorganization's
totals
Affiliated grouptotals
Total lobbying expenditures to influence public opinion (grass roots lobbying)
Total lobbying expenditures to influence a legislative body (direct lobbying)
~~~~~~~~~~
~~~~~~~~~~~
Total lobbying expenditures (add lines 1a and 1b)
Other exempt purpose expenditures
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total exempt purpose expenditures (add lines 1c and 1d)
Lobbying nontaxable amount. Enter the amount from the following table in both columns.
~~~~~~~~~~~~~~~~~~~~
Not over $500,000
Over $500,000 but not over $1,000,000
Over $1,000,000 but not over $1,500,000
Over $1,500,000 but not over $17,000,000
Over $17,000,000
20% of the amount on line 1e.
$100,000 plus 15% of the excess over $500,000.
$175,000 plus 10% of the excess over $1,000,000.
$225,000 plus 5% of the excess over $1,500,000.
$1,000,000.
Grassroots nontaxable amount (enter 25% of line 1f)
Subtract line 1g from line 1a. If zero or less, enter -0-
Subtract line 1f from line 1c. If zero or less, enter -0-
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~
If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720
reporting section 4911 tax for this year? ��������������������������������������
Calendar year (or fiscal year beginning in)
2009 2010 2011 2012 Total
Lobbying nontaxable amount
Lobbying ceiling amount
(150% of line 2a, column(e))
Total lobbying expenditures
Grassroots nontaxable amount
Grassroots ceiling amount
(150% of line 2d, column (e))
Grassroots lobbying expenditures
Part II-A Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
J
J
AARP 95-1985500
23204301-07-13
3
(a) (b)
Yes No Amount
1
a
b
c
d
e
f
g
h
i
j
a
b
c
d
2
Yes No
1
2
3
1
2
3
1
2
3
4
5
(do not include amounts of political
expenses for which the section 527(f) tax was paid).
1
2a
2b
2c
3
4
5
a
b
c
Schedule C (Form 990 or 990-EZ) 2012
For each "Yes," response to lines 1a through 1i below, provide in Part IV a detailed descriptionof the lobbying activity.
Schedule C (Form 990 or 990-EZ) 2012 Page
During the year, did the filing organization attempt to influence foreign, national, state or
local legislation, including any attempt to influence public opinion on a legislative matter
or referendum, through the use of:
Volunteers?
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?
Media advertisements?
Mailings to members, legislators, or the public?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Publications, or published or broadcast statements?
Grants to other organizations for lobbying purposes?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Direct contact with legislators, their staffs, government officials, or a legislative body?
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?
Other activities?
~~~~~~
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total. Add lines 1c through 1i
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?
If "Yes," enter the amount of any tax incurred under section 4912
If "Yes," enter the amount of any tax incurred by organization managers under section 4912
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
~~~~~~~~~~~~~~~~
~~~
������
Were substantially all (90% or more) dues received nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Did the organization agree to carry over lobbying and political expenditures from the prior year?
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
���������
Dues, assessments and similar amounts from members
Section 162(e) nondeductible lobbying and political expenditures
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Current year
Carryover from last year
Total
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess
does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political
expenditure next year?
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Taxable amount of lobbying and political expenditures (see instructions) ���������������������
Complete this part to provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, line 2;
and Part II-B, line 1. Also, complete this part for any additional information.
Part II-B Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768(election under section 501(h)).
Part III-A Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Part III-B Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No," OR (b) Part III-A, line 3, isanswered "Yes."
Part IV Supplemental Information
AARP 95-1985500
XXX
Part I-A, Line 1:
AARP obtains responses from candidates running for political office at
the federal, state, and local levels on issues that impact voters 50+.
AARP then publishes (either in AARP The Magazine, voter guides mailed
to members or distributed at AARP events or on AARP.org) the responses
provided by the candidate's campaign alongside AARP's position on the
23204401-07-13
4
Schedule C (Form 990 or 990-EZ) 2012
(continued)Schedule C (Form 990 or 990-EZ) 2012 Page
Part IV Supplemental Information
AARP 95-1985500
issues. In 2012 AARP prepared non-partisan voter guides for all
federal, state, and local elections.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
23205112-10-12
Held at the End of the Tax Year
(Form 990) | Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
| Attach to Form 990. | See separate instructions.Open to PublicInspection
Name of the organization Employer identification number
(a) (b)
1
2
3
4
5
6
Yes No
Yes No
1
2
3
4
5
6
7
8
9
a
b
c
d
2a
2b
2c
2d
Yes No
Yes No
1
2
a
b
(i)
(ii)
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2012
Complete if the
organization answered "Yes" to Form 990, Part IV, line 6.
Donor advised funds Funds and other accounts
Total number at end of year
Aggregate contributions to (during year)
Aggregate grants from (during year)
Aggregate value at end of year
~~~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~
~~~~~~~~~~~~~
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization's property, subject to the organization's exclusive legal control?~~~~~~~~~~~~~~~~~~
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
impermissible private benefit? ��������������������������������������������
Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or education)
Protection of natural habitat
Preservation of open space
Preservation of an historically important land area
Preservation of a certified historic structure
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last
day of the tax year.
Total number of conservation easements
Total acreage restricted by conservation easements
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements on a certified historic structure included in (a)
Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure
listed in the National Register
~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
year |
Number of states where property subject to conservation easement is located |
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
violations, and enforcement of the conservation easements it holds? ~~~~~~~~~~~~~~~~~~~~~~~~~
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year |
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year | $
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
and section 170(h)(4)(B)(ii)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII,
the text of the footnote to its financial statements that describes these items.
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts
relating to these items:
Revenues included in Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $
$~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide
the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
Revenues included in Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $
$~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
LHA
Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Part II Conservation Easements.
Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
SCHEDULE D Supplemental Financial Statements 2012
AARP 95-1985500
23205212-10-12
3
4
5
a
b
c
d
e
Yes No
1
2
a
b
c
d
e
f
a
b
Yes No
1c
1d
1e
1f
Yes No
(a) (b) (c) (d) (e)
1
2
3
4
a
b
c
d
e
f
g
a
b
c
a
b
Yes No
(i)
(ii)
3a(i)
3a(ii)
3b
(a) (b) (c) (d)
1a
b
c
d
e
Total.
Schedule D (Form 990) 2012
(continued)
(Column (d) must equal Form 990, Part X, column (B), line 10(c).)
Two years back Three years back Four years back
Schedule D (Form 990) 2012 Page
Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items
(check all that apply):
Public exhibition
Scholarly research
Preservation for future generations
Loan or exchange programs
Other
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII.
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization's collection? ������������
Complete if the organization answered "Yes" to Form 990, Part IV, line 9, orreported an amount on Form 990, Part X, line 21.
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X?
If "Yes," explain the arrangement in Part XIII and complete the following table:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amount
Beginning balance
Additions during the year
Distributions during the year
Ending balance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization include an amount on Form 990, Part X, line 21?
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII
~~~~~~~~~~~~~~~~~~~~~~~~~
�������������
Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
Current year Prior year
Beginning of year balance
Contributions
Net investment earnings, gains, and losses
Grants or scholarships
~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~
Other expenditures for facilities
and programs
Administrative expenses
End of year balance
~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
Board designated or quasi-endowment
Permanent endowment
Temporarily restricted endowment
The percentages in lines 2a, 2b, and 2c should equal 100%.
| %
| %
| %
Are there endowment funds not in the possession of the organization that are held and administered for the organization
by:
unrelated organizations
related organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R?
Describe in Part XIII the intended uses of the organization's endowment funds.
~~~~~~~~~~~~~~~~~~~~~~
See Form 990, Part X, line 10.
Description of property Cost or otherbasis (investment)
Cost or otherbasis (other)
Accumulateddepreciation
Book value
Land
Buildings
Leasehold improvements
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Equipment
Other
~~~~~~~~~~~~~~~~~
��������������������
Add lines 1a through 1e. |������������
2Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets
Part IV Escrow and Custodial Arrangements.
Part V Endowment Funds.
Part VI Land, Buildings, and Equipment.
AARP 95-1985500
46,486,264. 46,486,264.187,425,066. 68,498,685.118,926,381.41,458,251. 20,978,898. 20,479,353.
243,391,572.170,588,532. 72,803,040.258,695,038.
(including name of security)
23205312-10-12
Total.
Total.
(a) (b) (c)
(a) (b) (c)
(a) (b)
Total.
(a) (b) 1.
Total.
2.
Schedule D (Form 990) 2012
(Column (b) must equal Form 990, Part X, col. (B) line 15.)
(Column (b) must equal Form 990, Part X, col. (B) line 25.)
Description of security or category
(Col. (b) must equal Form 990, Part X, col. (B) line 12.) |
(Col. (b) must equal Form 990, Part X, col. (B) line 13.) |
Schedule D (Form 990) 2012 Page
See Form 990, Part X, line 12.
Book value Method of valuation: Cost or end-of-year market value
(1)
(2)
(3)
Financial derivatives
Closely-held equity interests
Other
~~~~~~~~~~~~~~~
~~~~~~~~~~~
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Description of investment typeSee Form 990, Part X, line 13.
Book value Method of valuation: Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
See Form 990, Part X, line 15.
Description Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
���������������������������� |
See Form 990, Part X, line 25.
Description of liability Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
Federal income taxes
����� |
FIN 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's
liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ������
3Part VII Investments - Other Securities.
Part VIII Investments - Program Related.
Part IX Other Assets.
Part X Other Liabilities.
AARP 95-1985500
Post retirement benefits 77,922,840.Deferred membership dues 262,871,657.IBNR reserve 4,952,000.Pension liability 266,605,597.
612,352,094.
X
23205412-10-12
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d 2e
32e 1
1
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d
2e 1
2e
3
1
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
Schedule D (Form 990) 2012
(This must equal Form 990, Part I, line 12.)
(This must equal Form 990, Part I, line 18.)
Schedule D (Form 990) 2012 Page
Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
~~~~~~~~~~~~~~~~~~~
Net unrealized gains on investments
Donated services and use of facilities
Recoveries of prior year grants
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Subtract line from line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part VIII, line 12, but not on line :
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total revenue. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
�����������������
Total expenses and losses per audited financial statements
Amounts included on line 1 but not on Form 990, Part IX, line 25:
~~~~~~~~~~~~~~~~~~~~~~~~~~
Donated services and use of facilities
Prior year adjustments
Other losses
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through
Subtract line from line
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part IX, line 25, but not on line :
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total expenses. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
����������������
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part
X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
4Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Part XIII Supplemental Information
AARP 95-1985500
Part X, Line 2: AARP does not believe that there are any unrecognized
tax benefits/liabilities that should be recorded.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
23207112-10-12
| Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.
Open to Public Inspection
| Attach to Form 990. | See separate instructions.
Employer identification number
1
2
3
For grantmakers.
Yes No
For grantmakers.
(a) (b) (c) (d) (e) (f)
3 a
b
c Totals
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule F (Form 990) 2012
Name of the organization
Complete if the organization answered "Yes"
to Form 990, Part IV, line 14b.
Does the organization maintain records to substantiate the amount of its grants and other assistance,
the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? ~~
Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the
United States.
Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
Region Number ofoffices
in the region
Number ofemployees,agents, andindependentcontractors
in region
Activities conducted in region(by type) (e.g., fundraising, program
services, investments, grants torecipients located in the region)
If activity listed in (d)is a program service,
describe specific typeof service(s) in region
Totalexpenditures
for andinvestments
in region
Sub-total ~~~~~~
Total from continuation
sheets to Part I ~~~
(add lines 3a
and 3b) ������
LHA
(Form 990)
Part I General Information on Activities Outside the United States.
SCHEDULE F Statement of Activities Outside the United States 2012
AARP 95-1985500
X
0 0 0.
0 0 0.
0 0 0.
23207212-10-12
2
Part II Grants and Other Assistance to Organizations or Entities Outside the United States.
(a) (b)
(c) (d) (e) (f) (g) (h) (i) 1
2
3
Schedule F (Form 990) 2012
IRS code section
and EIN (if applicable)
Schedule F (Form 990) 2012 Page
Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any
recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
Name of organization RegionPurpose of
grant
Amount
of cash grant
Manner of
cash disbursement
Amount ofnon-cash
assistance
Descriptionof non-cashassistance
Method ofvaluation (book, FMV,
appraisal, other)
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by
the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ~~~~~~~~~~~~~~~~~~~~~~~ |
Enter total number of other organizations or entities ��������������������������������������������� |
AARP 95-1985500
General Support toHelpAge International
UNITED KINGDOM UK 50,000. 0.
10
23207312-10-12
3
Part III Grants and Other Assistance to Individuals Outside the United States.
(c) (d) (e) (f) (g) (h) (a) (b)
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012 Page
Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
Number ofrecipients
Amount ofcash grant
Manner ofcash disbursement
Amount ofnon-cash
assistance
Description ofnon-cash assistance
Method ofvaluation
(book, FMV,appraisal, other)
Type of grant or assistance Region
AARP 95-1985500
23207412-10-12
4
1
2
3
4
5
6
Schedule F (Form 990) 2012
If "Yes," theorganization may be required to file Form 926, Return by a U.S. Transferor of Property to a ForeignCorporation (see Instructions for Form 926)
If "Yes," the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts andReceipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust Witha U.S. Owner (see Instructions for Forms 3520 and 3520-A)
If "Yes,"the organization may be required to file Form 5471, Information Return of U.S. Persons With Respect ToCertain Foreign Corporations. (see Instructions for Form 5471)
If "Yes," the organization may be required to file Form 8621,Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund.(see Instructions for Form 8621)
If "Yes,"the organization may be required to file Form 8865, Return of U.S. Persons With Respect To CertainForeign Partnerships. (see Instructions for Form 8865)
If"Yes," the organization may be required to file Form 5713, International Boycott Report. (see Instructionsfor Form 5713)
Schedule F (Form 990) 2012 Page
Was the organization a U.S. transferor of property to a foreign corporation during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have an interest in a foreign trust during the tax year?
[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[ Yes No
Did the organization have an ownership interest in a foreign corporation during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Was the organization a direct or indirect shareholder of a passive foreign investment company or a
qualified electing fund during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have an ownership interest in a foreign partnership during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have any operations in or related to any boycotting countries during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Part IV Foreign Forms
AARP 95-1985500
X
X
X
X
X
X
232075 12-10-12
5
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012 Page
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method;
amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column
(c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information.
Part V Supplemental Information
AARP 95-1985500
AARP'S Public Outreach Office requires all departments to submit a
two-page form detailing the donee organization, its mission, and how
the contribution will support AARP's goals. The Public Outreach Office
approves and tracks the contribution requests that best leverage
relationships and advance AARP's mission.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Didfundraiser
have custodyor control of
contributions?
23208101-07-13
Schedule G (Form 990 or 990-EZ) 2012
(Form 990 or 990-EZ)
Open To PublicInspection
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
| Attach to Form 990 or Form 990-EZ. | See separate instructions.Employer identification number
1
a
b
c
d
a
b
e
f
g
2
Yes No
(i) (ii)
(iii) (iv)
(v)
(i)
(vi)
Yes No
Total
3
Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Name of the organization
Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ filers are notrequired to complete this part.
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
Mail solicitations
Internet and email solicitations
Phone solicitations
In-person solicitations
Solicitation of non-government grants
Solicitation of government grants
Special fundraising events
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or
key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5,000 by the organization.
Name and address of individualor entity (fundraiser)
ActivityGross receipts
from activity
Amount paidto (or retained by)
fundraiserlisted in col.
Amount paidto (or retained by)
organization
�������������������������������������� |
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registrationor licensing.
LHA
SCHEDULE G
Fundraising Activities. Part I
Supplemental Information RegardingFundraising or Gaming Activities 2012
AARP 95-1985500
X XX XXX
X
Chapman Cubine Adams Hussey & Direct mail andAssociates - 1600 Wilson communications X 0. 1,022,074. -1,022,074.M&R Strategic Services - 2120 Creative on-line marketingL Street, NW, Washington, DC services X 0. 84,000. -84,000.
1,106,074. -1,106,074.
AK,AL,AR,AZ,CA,CO,CT,DC,FL,GA,IL,KS,KY,MA,MD,ME,MI,MN,MO,MS,NC,ND,NH,NJ,NMNY,OH,OK,OR,PA,RI,SC,TN,UT,VA,WA,WI,WV
See Part IV for continuations
232082 01-07-13
2
(d)
(a)
(c)
(a) (b) (c)
1
2
3
4
5
6
7
8
9
10
11
(a) (b)
(c) (d)
(a) (c)
1
2
3
4
5
6
7
8
Yes Yes Yes
No No No
9
10
a
b
Yes No
a
b
Yes No
Schedule G (Form 990 or 990-EZ) 2012
Pull tabs/instantbingo/progressive bingo
Schedule G (Form 990 or 990-EZ) 2012 Page Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000
of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Total events
(add col. through
col. )
Re
ven
ue
Event #1 Event #2 Other events
(event type) (event type) (total number)
Gross receipts
Less: Contributions
~~~~~~~~~~~~~~
~~~~~~~~~~~
Gross income (line 1 minus line 2)
Dir
ec
t E
xpe
nse
s
����
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs ~~~~~~~~~~~~
Food and beverages
Entertainment
~~~~~~~~~~
~~~~~~~~~~~~~~
Other direct expenses ~~~~~~~~~~
Direct expense summary. Add lines 4 through 9 in column (d)
Net income summary. Combine line 3, column (d), and line 10
~~~~~~~~~~~~~~~~~~~~~~~~ | ( )
������������������������� |Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than
$15,000 on Form 990-EZ, line 6a.
Re
ven
ue Bingo Other gaming
Total gaming (addcol. through col. )
Dir
ec
t E
xpe
nse
s
Gross revenue ��������������
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs
Other direct expenses
~~~~~~~~~~~~
����������
% % %
Volunteer labor ~~~~~~~~~~~~~
Direct expense summary. Add lines 2 through 5 in column (d)
Net gaming income summary. Combine line 1, column d, and line 7
~~~~~~~~~~~~~~~~~~~~~~~~ | ( )
��������������������� |
Enter the state(s) in which the organization operates gaming activities:
Is the organization licensed to operate gaming activities in each of these states?
If "No," explain:
~~~~~~~~~~~~~~~~~~~~
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year?
If "Yes," explain:
~~~~~~~~~
Part II Fundraising Events.
Part III Gaming.
AARP 95-1985500
232083 01-07-13
3
11
12
13
14
15
Yes No
Yes No
a
b
13a
13b
Yes Noa
b
c
16
17
a
b
Yes No
Supplemental Information.
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012 Page
Does the organization operate gaming activities with nonmembers?
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed
to administer charitable gaming?
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Indicate the percentage of gaming activity operated in:
The organization's facility
An outside facility
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ %
%~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name |
Address |
Does the organization have a contract with a third party from whom the organization receives gaming revenue?
If "Yes," enter the amount of gaming revenue received by the organization |
~~~~~~
$ and the amount
of gaming revenue retained by the third party | $ .
If "Yes," enter name and address of the third party:
Name |
Address |
Gaming manager information:
Name |
Gaming manager compensation |
Description of services provided |
$
Director/officer Employee Independent contractor
Mandatory distributions:
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the
organization's own exempt activities during the tax year | $
Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III,
lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Part IV
AARP 95-1985500
Schedule G, Part I, Line 2b, List of Ten Highest Paid Fundraisers:
(i) Name of Fundraiser: Chapman Cubine Adams Hussey & Associates
(i) Address of Fundraiser: 1600 Wilson Blvd., Ste 300, Arlington, VA 22209
(i) Name of Fundraiser: M&R Strategic Services
(i) Address of Fundraiser: 2120 L Street, NW, Washington, DC 20037
Schedule G, Part I, Line 2b, Column (v): All fundraisers listed above do
23208405-01-12
4
Schedule G (Form 990 or 990-EZ) 2012
(continued)Schedule G (Form 990 or 990-EZ) 2012 Page
Part IV Supplemental Information
AARP 95-1985500
not raise funds directly for AARP, but provide counsel, services, and
support to AARP's internal development office.
Schedule G, Part I, Line 2b, column IV
Total payments to fundraisers
Chapman Cubine Adams Hussey & Associates:
Professional fees $ 126,000
Advertising costs 888,807
Miscellaneous costs 6,270
Printing costs 996
Total payments reported
on Schedule G $1,022,074
M&R Strategic Services, Inc.:
Professional fees $ 84,000
Total payments reported
on Schedule G $ 84,000
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
23210112-18-12
Grants and Other Assistance to Organizations,
Governments, and Individuals in the United States
SCHEDULE I(Form 990)
Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22.
| Attach to Form 990.
Open to PublicInspection
Employer identification number
General Information on Grants and AssistancePart I
1
2
Yes No
Part II Grants and Other Assistance to Governments and Organizations in the United States.
(f) 1 (a) (b) (c) (d) (e) (g) (h)
2
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2012)
Name of the organization
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection
criteria used to award the grants or assistance? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any
recipient that received more than $5,000. Part II can be duplicated if additional space is needed.Method of
valuation (book,FMV, appraisal,
other)
Name and address of organizationor government
EIN IRC sectionif applicable
Amount ofcash grant
Amount ofnon-cash
assistance
Description ofnon-cash assistance
Purpose of grantor assistance
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table
Enter total number of other organizations listed in the line 1 table
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
�������������������������������������������������� |
LHA
2012
AARP 95-1985500
X
100 BLACK MEN OF AMERICA, INC.141 AUBURN AVENUE SUPPORT FOR THE AFRICANATLANTA, GA 30303 58-1974429 501(C)(3) 60,000. 0. AMERICAN INITIATIVE
100 BLACK MEN OF CHICAGO, INC.3743 S MARTIN LUTHER KING DR SUPPORT FOR THE AFRICANCHICAGO, IL 60616 36-4104895 501(C)(3) 15,010. 0. AMERICAN INITIATIVE
SUPPORTING THE DIVERSENEW YORK UNIVERSITY FAMILY CAREGIVERS ACROSS726 BROADWAY - 9TH FLOOR SETTINGS PROJECT WITH THENEW YORK, NY 10003 13-5562308 501(C)(3) 22,000. 0. LANGELOTH FOUNDATION
SUPPORTING THE DIVERSEWOLTERS KLUWER HEALTH FAMILY CAREGIVERS ACROSS351 W. CAMDEN STREET SETTINGS PROJECT WITH THEBALTIMORE, MD 21201 13-2932696 CORPORATION 18,353. 0. LANGELOTH FOUNDATION
CONTRIBUTION TO SUPPORTAFFORDABLE MEDICINE RESEARCH THE DEVELOPMENT OFINSTITUTE, INC - 777 6TH STREET, RESEARCH AND INFORMATIONNW, STE 510 - WASHINGTON, DC 20001 45-3526383 501(C)(3) 50,000. 0. MATERIALS FOR CONSUMERS
THE ADVOCACY FUND DBA ELDERCAREWORKFORCE ALLIANCE - 750 1ST ST,NW, FLOOR 5 - WASHINGTON, DC 20002 94-3153687 501(C)(4) 10,000. 0. GENERAL SUPPORT
84.9.
See Part IV for Column (h) descriptions
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
AMERICAN GI FORUM OF THE US2870 N SPEAR BLVD, STE 104 SPONSORSHIP OF THE 2012DENVER, CO 80211 85-0133743 501(C)(4) 15,000. 0. NATIONAL CONFERENCE
GENERAL SUPPORT TOAMERICAN INSTITUTE OF ARCHITECTURE PROMOTE DESIGN INSTUDENTS INC. - 1735 NEW YORK AVE CHANGING AND AGING- WASHINGTON, DC 20006 52-1239053 501(C)(3) 10,000. 0. COMMUNITIES
AARP EXPERIENCE CORPS GRANT TO SUPPORT2120 L STREET, NW EXPANSION OF SENIORWASHINGTON, DC 20037 26-3698436 501(C)(3) 3,436,009. 0. VOLUNTEER PROGRAM
ASIAN AMERICAN GOVERNMENT SPONSORSHIP OF LEADERSHIPEXECUTIVES - 1001 CONNECTICUT AVE, CONFERENCE AND GALANW, STE 530 - WASHINGTON, DC 20036 52-2009381 501(C)(3) 25,000. 0. DINNER
ASIAN AMERICAN JOURNALISTSASSOCIATION - 5 THIRD STREET, 1108 SPONSORSHIP OF THE AAJA- SAN FRANCISCO, CA 94103 95-3755203 501(C)(3) 30,000. 0. 2012 GALA
ASIAN AMERICAN LEGAL DEFENSE ANDEDUCATION FUND - 99 HUDSON ST,12TH FL - NEW YORK, NY 10013 13-2855641 501(C)(3) 10,000. 0. GENERAL SUPPORT
ASPEN INSTITUTE, INC. SUPPORT OF INITIATIVE ONONE DUPONT CIRCLE, NW #700 FINANCIAL SECURITYWASHINGTON, DC 20036 84-0399006 501(C)(3) 20,000. 0. PROGRAM
SMART GROWTH AMERICA GRANT TO SUPPORT ADVOCACY1707 L ST, NW, STE 1050 ON COMPLETE STREETS ANDWASHINGTON, DC 20036 27-0038938 501(C)(3) 45,000. 0. MOBILITY OPTIONS
ASSOCIATION OF FUNDRAISING SUPPORT FOR THE AFP DCPROFESSIONALS - 4300 WILSON BLVD, NATIONAL CAPITALSTE 300 - ARLINGTON, VA 22203 52-1290168 501(C)(3) 10,000. 0. PHILANTHROPY DAY
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
BELL POLICE OFFICERS ASSOCIATION6245 ATLANTIC AVE, #228BELL, CA 90201 95-3751727 501(C)(4) 17,000. 0. GENERAL SUPPORT
CONGRESSIONAL HISPANIC CAUCUS SUPPORT INTERSHIP &911 2ND ST, NE PUBLIC POLICY FELLOWSHIPWASHINGTON, DC 20002 52-1114225 501(C)(3) 51,500. 0. PROGRAM
SUPPORT FOR IPAG TOBOISE STATE UNIVERSITY COLLECT QUANTITATIVE AND2225 W. UNIVERSITY DRIVE QUALITATIVE DATA FROMBOISE , ID 83706 82-6010706 501(C)(3) 10,000. 0. COMMUNITY PROFESSIONALS
CAPITAL CARING2900 TELESTAR COURT SPONSORSHIP FOR THE 2012FALLS CHURCH, VA 22042 54-1920770 501(C)(3) 10,000. 0. PASSION FOR CARING GALA
SUPPORT FOR FOOD STAMPMAINE EQUAL JUSTICE PARTNERS ENROLLMENT OUTREACH AND126 SEAWALL ST TRAINING FOR COMBATINGAUGUSTA, ME 04330 04-3346273 501(C)(3) 5,500. 0. FOOD INSECURITY AMONG
CENTER FOR RESPONSIBLE LENDING302 W MAIN STREET GRANT FOR THE WALL STREETDURHAM, NC 27701 74-3043913 501(C)(3) 15,000. 0. REFORM POLL
CHURCH OF GOD IN CHRIST OF DAYTONABEACH - 636 HAWK STREET - DAYTONA SPONSORSHIP FOR THE 2012BEACH, FL 32123 59-3164263 501(C)(3) 10,000. 0. HOLY CONVOCATION
SPONSOR OF THE PILOTCOMMUNITY FOOD BANK OF EASTERN PROGRAM FOR THEOKLAHOMA - 1304 N KENOSHA AVE - PROCUREMENT OF FOOD THATTULSA, OK 74106 73-1184980 501(C)(3) 10,000. 0. IS BOTH NUTRITIOUS AND
AARP FOUNDATION601 E STREET, NWWASHINGTON, DC 20049 52-0794300 501(C)(3) 15,750,000. 0. GENERAL SUPPORT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
LEGAL COUNSEL FOR THE ELDERLY601 E STREET, NWWASHINGTON, DC 20049 52-1194741 501(C)(3) 2,618,418. 0. GENERAL SUPPORT
DEFEND MICHIGAN216 MARSHALL STREET SUPPORT IN DEFENSE OFLANSING, MI 48912 30-0370696 501(C)(3) 40,000. 0. BALLOT MEASURES
EMPLOYEE BENEFIT RESEARCHINSTITUTE - 1100 13TH STREET, NW,#878 - WASHINGTON, DC 20006 52-1134631 501(C)(6) 10,000. 0. GENERAL SUPPORT
AMERICA'S CHARITIES14150 NEWBROOK DR, STE 110 AARP GIFT MATCHINGCHANTILLY, VA 20151 54-1517707 501(C)(3) 551,358. 0. PROGRAM PARTNERASIAN PACIFIC AMERICAN INSTITUTEOF CONGRESS STUDIES - 1001CONNECTICUT AVE, NW, STE 530 -WASHINGTON, DC 20036 52-1917903 501(C)(3) 20,000. 0. GENERAL SUPPORT
ASIAN AMERICAN FEDERATION120 WALL STREETNEW YORK, NY 10005 13-3572287 501(C)(3) 8,500. 0. GALA SPONSORSHIP
ENERGY OUTREACH COLORADO225 E 16TH AVENUE, STE 200DENVER, CO 80203 74-2543881 501(C)(3) 10,000. 0. GENERAL SUPPORT
GRANT TO ASSIST IN THEENTERTAINMENT INDUSTRY FOUNDATION PRODUCTION OF A PUBLIC1201 WEST 5TH ST, #T-700 SERVICE ANNOUNCEMENTLOS ANGELES, CA 90017 95-1644609 501(C)(3) 225,000. 0. ABOUT THE FUTURE OF
GENERATIONS UNITED INC1331 H ST, NWWASHINGTON, DC 20005 31-1542973 501(C)(3) 10,000. 0. GENERAL SUPPORT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
BOARD OF INCORPORATORS OF THE SPONSORSHIP OF THE 49THAFRICAN METHODIST EPISCOPAL CHURCH QUADRENNIAL GENERAL- 1134 11TH ST, NW - WASHINGTON, CONFERENCE TO SUPPORT THEDC 20001 53-0204696 501(C)(3) 70,000. 0. AFRICAN AMERICAN FAITH
HISPANIC ASSOCIAITON ON CORPORATERESPONSIBILITY - 1444 I STREET, NW#850 - WASHINGTON, DC 20005 85-0356947 501(C)(3) 50,000. 0. 2012 HACR SPONSORSHIP
SUPPORT CAC'S ONGOINGCITIZENS ADVOCACY CENTER ACTIVITIES TO PROTECT AND1400 16TH ST, NW, STE 101 PROMOTE THE PUBLIC HEALTHWASHINGTON, DC 20036 52-1856543 501(C)(3) 40,000. 0. AND SAFETY BY SUPPORTING,
COALITION TO TRANSFORM ADVANCED SUPPORT OF WORKGROUP INCARE - 701 PENNSYLVANIA AVE, STE TRANSFORMING ADVANCED900 - WASHINGTON, DC 20004 45-2604332 20,000. 0. ILLNESS CARE
CONSUMER COALITION FOR QUALITY SUPPORT OF ADVOCACY FORHEALTH CARE - 1612 K ST, NW, STE CONSUMER PROTECTION &400 - WASHINGTON, DC 20006 52-1985179 501(C)(3) 40,000. 0. QUALITY IN HEALTH CARE
SPONSOR OF HEALTH,CUBAN AMERICAN NATIONAL COUNCIL, SAFETY, AND WELLNESS FAIRINC. - 1223 SW 4TH ST - MIAMI, FL SPONSOR OF HEALTH,33135 23-7269955 501(C)(3) 40,000. 0. SAFETY, & WELLNESS FAIR
IDA ORE PLANNING AND DEVELOPMENTASSOCIATION INC - 125 E 50THSTREET - GARDEN CITY, ID 83714 82-0297631 501(C)(3) 14,000. 0. GENERAL SUPPORT
INSTITUTE OF CHURCH ADMINISTRATIONAND MANAGEMENT - 676 BECWITHSTREET, SW - ATLANTA, GA 30314 20-0759212 501(C)(3) 30,000. 0. GENERAL SUPPORT
IOWA FOOD BANK ASSOCIATION2101 KIMBALL AVE, #1408WATERLOO, IA 50702 27-1554605 501(C)(3) 9,350. 0. GENERAL SUPPORT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
JAMESTOWN COMMUNITY FARM INCPO BOX 352JAMESTOWN, RI 02835 27-0657993 501(C)(3) 10,000. 0. GALA SPONSOR
JOHN F KENNEDY CENTER FOR THEPERFORMING ARTS - 2700 F STREET,NW - WASHINGTON, DC 20566 53-0245017 501(C)(3) 10,000. 0. GALA SPONSOR
HISPANIC HERITAGE FOUNDATION1444 DUKE STREET SUPPORT HSISPANIC/LATINOALEXANDRIA, VA 22314 52-1818255 501(C)(3) 35,000. 0. INITIATIVEJOINT CENTER FOR POLITICAL &ECONOMIC STUDIES - 1090 VERMONTAVE, NW STE 1100 - WASHINGTON, DC20005 52-1069070 501(C)(3) 18,000. 0. GENERAL SUPPORT
JAPANESE AMERICAN CITIZENSLEADERSHIP - PO BOX 18558 - SUPPORT OF FELLOWSHIP ANDSEATTLE, WA 98118 91-6036360 501(C)(3) 35,000. 0. GALA EVENT
KAPPA ALPHA PSI FRATERNITY INC2322-24 N BROAD STREETPHILADELPHIA, PA 19132 23-1431779 501(C)(6) 45,000. 0. GENERAL SUPPORT
LULAC INSTITUTE201 E MAIN DRIVE, STE 605EL PASO, TX 79901 52-2072106 501(C)(3) 110,000. 0. GENERAL SUPPORT
NALEO EDUCATION FUND SUPPORT OF THE NALEO1122 W WASHINGTON BLVD LEGISLATIVE SUMMIT ONLOS ANGELES, CA 90015 52-1212849 501(C)(3) 90,000. 0. HEALTH
KINGDOM WORSHIP CENTER INC6419 YORK ROADBALTIMORE, MD 21212 52-1320633 501(C)(3) 15,000. 0. SPONSORSHIP OF EVENT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
LABOR COUNCIL FOR LATIN AMERICANADVANCEMENT - 815 16TH STREET, NW- WASHINGTON, DC 20006 52-1002207 501(C)(3) 70,000. 0. GENERAL SUPPORTNATIONAL ACADEMY OF SOCIALINSURANCE - 1776 MASSACHUSETTS SPONSORSHIP OF MEDICAREAVE, NW, STE 615 - WASHINGTON, DC ACADEMY AND ANNUAL20036 52-1451753 501(C)(3) 20,000. 0. CONFERENCE
LATINOS LEADERS NETWORK INC438 EAST 200 SOUTH, 3RD FLSALT LAKE CITY, UT 84111 51-0601578 501(C)(3) 20,000. 0. SPONSORSHIP OF CONFERENCE
LEADERSHIP EDUCATION FOR ASIANPACIFICS INC - 327 E 2ND ST, #226 2012 LEAP ANNUAL- LOS ANGELES, CA 90012 95-3879677 501(C)(3) 10,000. 0. CONTRIBUTOR SPONSORSHIP
MAC INC909 PROGRESS CIRCLESALISBURY, MD 21804 52-0992005 501(C)(3) 11,000. 0. GENERAL SUPPORT
NATIONAL JAPANESE AMERICANMEMORIAL - 1620 I ST, NW, STE 925 NATIONAL VETERANS NETWORK- WASHINGTON, DC 20006 95-4255318 501(C)(3) 25,000. 0. SPONSORSHIP
NATIONAL URBAN FELLOWS989 AVENUE OF THE AMERICAS, STE 400NEW YORK, NY 10018 23-7404350 501(C)(3) 71,111. 0. GENERAL SUPPORT
NATIONAL URBAN LEAGUE120 WALL STREETNEW YORK, NY 10005 13-1840489 501(C)(3) 35,000. 0. CONFERENCE SPONSOR
ORGANIZATION OF CHINESE AMERICANS,INC. - 1322 18TH ST, NW - SUPPORT THE SENIORWASHINGTON, DC 20036 23-7250499 501(C)(3) 7,000. 0. OUTREACH PROGRAM
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
PARENTS STEP AHEAD2102 EMPIRE CENTRALDALLAS, TX 75235 26-2477378 501(C)(3) 9,000. 0. GENERAL SUPPORT
PENSION RIGHTS CENTER1350 CONNECTICUT AVE, NW, STE 206WASHINGTON, DC 20036 52-1059121 501(C)(3) 50,000. 0. GENERAL SUPPORT
SPONSORSHIP FOR THEMASSACHUSETTS INSTITUTE OF AGELAB DISRUPTIVETECHNOLOGY - 77 MASSACHUSETTS AVE, DEMOGRAPHICS: INVENTINGNE 49-3142 - CAMBRIDGE, MA 02139 04-2103594 501(C)(3) 170,000. 0. THE FUTURE OF PLACE AND
SIGMA PI PHI FRATERNITY2119 AMBASSADOR CIRCLELANCASTER, PA 17603 23-6393069 501(C)(3) 25,000. 0. ANNUAL SPONSORSHIP
SUPPORT TO OPPOSEMONTANAS FOR FISCAL ACCOUNTABILITY LEGISLATIVE REFERENDUM1232 E 6TH AVE LR123, A REFUND OFHELENA , MT 59601 81-0169635 501(C)(6) 35,000. 0. SURPLUS STATE TAX DOLLARS
MT CALVARY HOLY CHURCH OF AMERICA SPONSORSHIP OF THE 2012610 RHODE ISLAND AVE, NE MCHCA INTERNATIONALWASHINGTON, DC 20002 52-2009474 501(C)(3) 20,000. 0. CONVOCATION
NATIONAL ASSOCIATION OF BLACK SPONSORSHIP OF THE NABJJOURNALISTS - 110 KNIGHT HALL, STE ANNUAL CONVENTION AND3100 - COLLEGE PARK, MD 20742 52-1266959 501(C)(3) 37,500. 0. CAREER FAIR
NATIONAL BAPTIST CONVENTION USAINC. - 1700 BAPTIST WORLD CENTERDRIVE - NASHVILLE, TN 37207 62-1629306 501(C)(3) 50,000. 0. GENERAL SUPPORT
NATIONAL CONSUMERS LEAGUE1701 K STREET, NW SUPPORT FOR MEDICAREWASHINGTON, DC 20006 53-0242038 501(C)(3) 10,000. 0. ADHERENCE CAMPAIGN
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
NATIONAL COUNCIL OF NEGRO WOMEN SUPPORT FOR THE AFRICAN633 PENNSYLVANIA AVENUE, NW AMERICAN HEALTH CAREWASHINGTON, DC 20004 53-0173054 501(C)(3) 92,500. 0. REFORM TOUR
NATIONAL HISPANIC MEDICALASSOCIATION - 1920 L STREET, NW#725 - WASHINGTON, DC 20036 52-1884446 501(C)(6) 15,000. 0. CONFERENCE SPONSORSHIP
NAACP1065 AVENUE OF THE AMERICAS, STE 30NEW YORK, NY 10018 13-1084135 501(C)(3) 87,500. 0. CONVENTION SPONSORSHIP
SUPPORT FOR PAPERS ONNATIONAL WOMEN'S LAW CENTER WOMEN AND SOCIAL SECURITY11 DUPONT CIRCLE AS PART OF NWLC'S EFFORTWASHINGTON, DC 20036 52-1213010 501(C)(3) 15,000. 0. TO PROTECT AND STREGTHEN
NCBW COMMUNITY SERVICES FUND1925 ADAM CLAYTON POWELL BLVD #1LNEW YORK, NY 10026 13-3341206 501(C)(3) 40,000. 0. GENERAL SUPPORT
NCSL FOUNDATION FOR STATELEGISLATURES - 7700 EAST FIRSTPLACE - DENVER, CO 80230 74-2232576 501(C)(3) 22,500. 0. 2012 SPONSORSHIP
GRANT TO HELP IMPROVE THENORTH WEST LANSING HEALTHY HEALTH OF THE 50+COMMUNITIES INITATIVE - 530 W POPULATION IN THE CITY OFIONOA STREET - LANSING, MI 48933 06-1674223 501(C)(3) 10,000. 0. LANSING
OPEN FIELD FOUNDATION11440 SAN VICENTE BLVD, STE 300 SPONSORSHIP OF THELOS ANGELES, CA 90049 45-1837864 501(C)(3) 250,000. 0. SHRIVER REPORT PROJECT
PENTECOSTAL CHURCH OF GOD INCHRIST - 528 CHEERFUL STREET -WEST PALM BEACH, FL 33407 65-0570703 501(C)(3) 7,000. 0. SPONSORSHIP
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
PUERTO RICAN BAR ASSOCIATIONSCHOLARSHIP - 303 PARK AVENUE, RM SUPPORT FOR THE PRBA1405 - NEW YORK, NY 10005 06-1016586 501(C)(3) 7,500. 0. SCHOLARSHIP FUND GALA
REGIONAL FOOD BANK OF OKLAHOMAPO BOX 270968OKLAHOMA CITY, OK 73137 42-1589809 501(C)(3) 11,624. 0. GENERAL SUPPORTSISTER TO SISTER: EVERYONE HAS A SUPPORT TO EDUCATE WOMENHEART FOUNDATION INC. - 4701 THAT HEALTHY LIFESTYLEWILLARD AVENUE #221 - CHEVY CHASE, CHANGES CAN REDUCE THEMD 20815 52-2276395 501(C)(3) 15,000. 0. RISK OF HEART DISEASE
SOUTH CAROLINA EAT SMART MOVE MORECOALITION - 111 STONEMARK LANE - SUPPORT THE LIVABLECOLUMBIA, SC 29210 57-1096619 501(C)(3) 5,350. 0. COMMUNITIES WORKSHOP
THE FORGET ME NOT PROJECT7119 ABRON DRIVEDURHAM , NC 27713 27-4621944 501(C)(3) 50,495. 0. GENERAL SUPPORT
THE LINKS FOUNDATION INC1200 MASSACHUSETTS AVE, NWWASHINGTON, DC 20005 52-1170830 501(C)(3) 90,000. 0. GENERAL SUPPORT
THE NATIONAL COALITION ON HEALTHCARE - 1120 G STREET, NW, STE 810- WASHINGTON, DC 20005 52-1687849 501(C)(3) 50,000. 0. GENERAL SUPPORT
UNITED COVENANT CHURCHES OF CHRISTINC. - 10515 CHESTER AVE - SPONSORSHIP OF THECLEVELAND, OH 44106 34-1691251 501(C)(3) 20,000. 0. NATIONAL CONVOCATION
UNITED NEGRO COLLEGE FUND INC8260 WILLOW OAKS CORPORATE DRIVE SPONSORSHIP OF THE BLACKFAIRFAX, VA 22031 13-1624241 501(C)(3) 7,500. 0. AND WHITE BALL
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
UNIVERSITY OF CALIFORNIAUCSF BOX 0248SAN FRANCISCO, CA 94143 94-6036493 501(C)(3) 10,000. 0. GENERAL SUPPORT
UNIVERSITY OF VIRGINIA ALUMNIPO BOX 400314 SPONSORSHIP OF THE JULIANCHARLOTTESVILLE, VA 22903 54-0485595 501(C)(3) 28,750. 0. BOND CELEBRATION GALA
UNITED SERVICE ORGANIZATION INC SUPPORT FOR THE USO'S2111 WILSON BLVD WARRIOR AND FAMILY CAREARLINGTON, VA 22201 13-1610451 501(C)(3) 169,086. 0. CAMPAIGN
UTAH FOOD BANK3150 SOUTH 900 WESTSALT LAKE CITY, UT 84119 87-0212453 501(C)(3) 8,000. 0. GENERAL SUPPORT
VILLAGE TO VILLAGE NETWORK LLC2011 CRYSTAL DRIVEARLINGTON, VA 22202 27-1063665 501(C)(3) 25,000. 0. SPONSORSHIP
WISER SPONSORSHIP OF THE ANNUAL1140 19TH STREET, NW #550 WOMEN'S RETIREMENTWASHINGTON, DC 20036 52-1997317 501(C)(3) 15,000. 0. SYMPOSIUM
232102 12-18-12
2Part III Grants and Other Assistance to Individuals in the United States.
(e) (a) (b) (c) (d) (f)
Part IV Supplemental Information.
Schedule I (Form 990) (2012)
Schedule I (Form 990) (2012) Page Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
Method of valuation(book, FMV, appraisal, other)
Type of grant or assistance Number ofrecipients
Amount ofcash grant
Amount of non-cash assistance
Description of non-cash assistance
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
AARP 95-1985500
Part II, line 1, Column (h):
Name of Organization or Government:
AFFORDABLE MEDICINE RESEARCH INSTITUTE, INC
(h) Purpose of Grant or Assistance: CONTRIBUTION TO SUPPORT THE
DEVELOPMENT OF RESEARCH AND INFORMATION MATERIALS FOR CONSUMERS TO CREATE
A KNOWLEDGE BASE AND DEMAND FOR AVAILABILITY OF GENERIC MEDICATIONS.
Name of Organization or Government: BOISE STATE UNIVERSITY
(h) Purpose of Grant or Assistance: SUPPORT FOR IPAG TO COLLECT
23229105-01-12
2
Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
AARP 95-1985500
QUANTITATIVE AND QUALITATIVE DATA FROM COMMUNITY PROFESSIONALS TO GUIDE
THE DEVELOPMENT OF A STATEWIDE PLAN FOR ALZHEIMER'S DISEASE AND OTHER
DEMENTIAS FOR IDAHO.
Name of Organization or Government: MAINE EQUAL JUSTICE PARTNERS
(h) Purpose of Grant or Assistance: SUPPORT FOR FOOD STAMP ENROLLMENT
OUTREACH AND TRAINING FOR COMBATING FOOD INSECURITY AMONG MAINERS 50+
Name of Organization or Government:
COMMUNITY FOOD BANK OF EASTERN OKLAHOMA
(h) Purpose of Grant or Assistance: SPONSOR OF THE PILOT PROGRAM FOR THE
PROCUREMENT OF FOOD THAT IS BOTH NUTRITIOUS AND SENSITIVE TO THE SPECIFIC
HEALTH ISSUES OF OLDER ADULTS.
Name of Organization or Government: ENTERTAINMENT INDUSTRY FOUNDATION
(h) Purpose of Grant or Assistance: GRANT TO ASSIST IN THE PRODUCTION OF
A PUBLIC SERVICE ANNOUNCEMENT ABOUT THE FUTURE OF MEDICARE AND SOCIAL
SECURITY WHICH SUPPORTS AARP'S "YOU'VE EARNED A SAY" INITIATIVE.
Name of Organization or Government:
BOARD OF INCORPORATORS OF THE AFRICAN METHODIST EPISCOPAL CHURCH
(h) Purpose of Grant or Assistance: SPONSORSHIP OF THE 49TH QUADRENNIAL
GENERAL CONFERENCE TO SUPPORT THE AFRICAN AMERICAN FAITH BASED INITIATIVE
Name of Organization or Government: CITIZENS ADVOCACY CENTER
(h) Purpose of Grant or Assistance: SUPPORT CAC'S ONGOING ACTIVITIES TO
PROTECT AND PROMOTE THE PUBLIC HEALTH AND SAFETY BY SUPPORTING,
EDUCATING, TRAINING, AND NETWORKING PUBLIC MEMBERS WHO SERVE ON THE
23229105-01-12
2
Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
AARP 95-1985500
BOARDS OF DIRECTORS OF STATE HEALTH LICENSING BOARDS, NATIONAL VOLUNTARY
HEALTH CREDENTIALING ORGANIZATIONS, AND OTHER HEALTH OVERSIGHT BODIES.
Name of Organization or Government: MASSACHUSETTS INSTITUTE OF TECHNOLOGY
(h) Purpose of Grant or Assistance: SPONSORSHIP FOR THE AGELAB
DISRUPTIVE DEMOGRAPHICS: INVENTING THE FUTURE OF PLACE AND SPACE
SYMPOSIUM
Name of Organization or Government: MONTANAS FOR FISCAL ACCOUNTABILITY
(h) Purpose of Grant or Assistance: SUPPORT TO OPPOSE LEGISLATIVE
REFERENDUM LR123, A REFUND OF SURPLUS STATE TAX DOLLARS THAT WILL
NEGATIVELY AFFECT FUNDING FOR SENIOR SERVICES.
Name of Organization or Government: NATIONAL WOMEN'S LAW CENTER
(h) Purpose of Grant or Assistance: SUPPORT FOR PAPERS ON WOMEN AND
SOCIAL SECURITY AS PART OF NWLC'S EFFORT TO PROTECT AND STREGTHEN SOCIAL
SECURTY FOR LOW-INCOME WOMEN
AARP'S Public Outreach Office requires all departments to submit a
two-page form detailing the donee organization, its mission, and how
the contribution will support AARP's goals. The Public Outreach Office
approves and tracks the contribution requests that best leverage
relationships and advance AARP's mission.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
23211112-10-12
For certain Officers, Directors, Trustees, Key Employees, and HighestCompensated Employees
Complete if the organization answered "Yes" to Form 990,Part IV, line 23. Open to Public
InspectionAttach to Form 990. See separate instructions.Employer identification number
Yes No
1a
b
1b
2
2
3
4
a
b
c
4a
4b
4c
Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9.
5
5a
5b
6a
6b
7
8
9
a
b
6
a
b
7
8
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2012
|
| |Name of the organization
Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990,
Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Travel for companions
Housing allowance or residence for personal use
Payments for business use of personal residence
Tax indemnification and gross-up payments
Discretionary spending account
Health or social club dues or initiation fees
Personal services (e.g., maid, chauffeur, chef)
If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain~~~~~~~~~~~
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ~~~~~~~~~~~~~~~~~~~~~
Indicate which, if any, of the following the filing organization used to establish the compensation of the organization's
CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to
establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Independent compensation consultant
Form 990 of other organizations
Written employment contract
Compensation survey or study
Approval by the board or compensation committee
During the year, did any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filing
organization or a related organization:
Receive a severance payment or change-of-control payment?
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
Participate in, or receive payment from, an equity-based compensation arrangement?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the revenues of:
The organization?
Any related organization?
If "Yes" to line 5a or 5b, describe in Part III.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of:
The organization?
Any related organization?
If "Yes" to line 6a or 6b, describe in Part III.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments
not described in lines 5 and 6? If "Yes," describe in Part III
Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the
initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe in Part III
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53.4958-6(c)? ���������������������������������������������
LHA
SCHEDULE J(Form 990)
Part I Questions Regarding Compensation
Compensation Information
2012
AARP 95-1985500
XXX
X
X
X XX X
X
XXX
XX
XX
X
X
23211212-12-12
2
Part II Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Note.
(B) (C) (D) (E) (F)
(i) (ii) (iii) (A)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
Schedule J (Form 990) 2012
Schedule J (Form 990) 2012 Page
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii).Do not list any individuals that are not listed on Form 990, Part VII.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
Breakdown of W-2 and/or 1099-MISC compensation Retirement andother deferredcompensation
Nontaxablebenefits
Total of columns(B)(i)-(D)
Compensationreported as deferred
in prior Form 990Basecompensation
Bonus &incentive
compensation
Otherreportable
compensation
Name and Title
AARP 95-1985500
(1) Addison B. Rand 677,000. 177,452. 25,273. 113,525. 17,842. 1,011,092. 0.Chief Executive Officer 0. 0. 0. 0. 0. 0. 0.(2) Robert R. Hagans, Jr. 362,250. 92,367. 2,727. 53,025. 17,128. 527,497. 0.Chief Financial Officer 0. 0. 0. 0. 0. 0. 0.(3) Nancy A. LeaMond 454,075. 127,132. 3,993. 53,025. 2,025. 640,250. 0.EVP State and National Gro 0. 0. 0. 0. 0. 0. 0.(4) Steven Cone 363,731. 92,088. 3,633. 43,025. 10,875. 513,352. 0.EVP Integrated Value & Str 0. 0. 0. 0. 0. 0. 0.(5) Richard Randazzo 350,200. 99,412. 7,350. 53,025. 10,875. 520,862. 0.EVP Chief Human Resources 0. 0. 0. 0. 0. 0. 0.(6) Emilio Pardo 342,122. 89,402. 1,186. 46,154. 11,098. 489,962. 0.EVP & Chief Brand Officer 0. 0. 0. 0. 0. 0. 0.(7) Kevin Donnellan 327,151. 86,484. 2,679. 53,025. 10,861. 480,200. 0.EVP & Chief Comm Officer 0. 0. 0. 0. 0. 0. 0.(8) Cynthia Lewin 310,509. 84,996. 2,328. 53,025. 17,966. 468,824. 0.EVP & General Counsel 0. 0. 0. 0. 0. 0. 0.(9) Nancy Smith 306,586. 81,623. 2,516. 53,025. 1,962. 445,712. 0.EVP & Corporate Secretary 0. 0. 0. 0. 0. 0. 0.(10) Matthew Mitchell 178,245. 70,084. 129,531. 42,737. 11,215. 431,812. 0.EVP & Chief Information Of 0. 0. 0. 0. 0. 0. 0.(11) Lorraine Cortes-Vazquez 276,765. 72,300. 3,306. 53,025. 8,973. 414,369. 0.EVP Multi Market & Engagem 0. 0. 0. 0. 0. 0. 0.(12) Harroll Backus 261,389. 67,632. 7,064. 53,025. 6,603. 395,713. 0.EVP States and Communities 0. 0. 0. 0. 0. 0. 0.(13) Debra Whitman 193,846. 1,800. 491. 39,540. 11,021. 246,698. 0.EVP Policy & International 0. 0. 0. 0. 0. 0. 0.(14) Catherine Ventura-Merkel 139,927. 51,838. 238,191. 40,673. 1,275. 471,904. 0.SVP AARP Publications 0. 0. 0. 0. 0. 0. 0.(15) Lynn Mento 276,093. 62,531. 1,658. 53,025. 1,506. 394,813. 0.SVP 50+ Member Experience 0. 0. 0. 0. 0. 0. 0.(16) Cris Gardner 270,361. 61,233. 885. 53,025. 17,872. 403,376. 0.SVP IVS Ops 0. 0. 0. 0. 0. 0. 0.
23211212-12-12
2
Part II Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Note.
(B) (C) (D) (E) (F)
(i) (ii) (iii) (A)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
Schedule J (Form 990) 2012
Schedule J (Form 990) 2012 Page
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii).Do not list any individuals that are not listed on Form 990, Part VII.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
Breakdown of W-2 and/or 1099-MISC compensation Retirement andother deferredcompensation
Nontaxablebenefits
Total of columns(B)(i)-(D)
Compensationreported as deferred
in prior Form 990Basecompensation
Bonus &incentive
compensation
Otherreportable
compensation
Name and Title
AARP 95-1985500
(17) Shelagh Daly Miller 229,994. 94,508. 541. 53,025. 10,527. 388,595. 0.VP Advertising Sales 0. 0. 0. 0. 0. 0. 0.(18) Susan Reinhard 265,700. 56,856. 3,134. 53,025. 11,231. 389,946. 0.SVP Public Policy 0. 0. 0. 0. 0. 0. 0.(19) John Rother 0. 0. 245,380. 0. 0. 245,380. 0.Former EVP (until 9/2011) 0. 0. 0. 0. 0. 0. 0.
23211312-10-12
3
Part III Supplemental Information
Schedule J (Form 990) 2012
Schedule J (Form 990) 2012 Page
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for anyadditional information.
AARP 95-1985500
Part I, Line 1a: AARP board members, officers, and key employees are
provided the benefit of first-class travel on flights exeeding 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 is provided the benefit of first-class travel on flights exceeding
90 minutes due to the extensive travel requirements of the position.
In 2012, 17 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.
23211312-10-12
3
Part III Supplemental Information
Schedule J (Form 990) 2012
Schedule J (Form 990) 2012 Page
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for anyadditional information.
AARP 95-1985500
The Chief Executive Officer of AARP was given the following benefits in
2012:
1) group-term life and supplemental life insurance policy, premiums paid by
AARP in
2012 were $19,392.03;
2) spousal travel of $5,520.24; and
3) parking benefits of $360.00
All items were treated as taxable compensation to Mr. Rand in 2012.
Part I, Line 4a: John Rother received a separation payment in the
amount of $245,380.36 in 2012.
A separation payment in the amount of $236,989.10 is included in Catherine
Ventura-Merkel's compensation package in 2012.
A separation payment in the amount of $128,744.04 is included in Matthew
Mitchell's compensation package in 2012.
23211312-10-12
3
Part III Supplemental Information
Schedule J (Form 990) 2012
Schedule J (Form 990) 2012 Page
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for anyadditional information.
AARP 95-1985500
Part I, Line 5: Under AARP's enterprise-wide compensation plan
numerous organizational factors are considered in employee compensation, of
which gross revenues is one factor. The position of VP Advertising Sales
receives compensation based on this plan, but includes an additional factor
of advertising sales performance for the publications.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
23221101-04-13
(Form 990 or 990-EZ) Complete to provide information for responses to specific questions onForm 990 or 990-EZ or to provide any additional information.
| Attach to Form 990 or 990-EZ.Open to PublicInspection
Employer identification number
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2012)
Name of the organization
LHA
SCHEDULE O Supplemental Information to Form 990 or 990-EZ 2012
AARP 95-1985500
Form 990, Part I, Line 1, Description of Organization Mission:
people age 50 and over. AARP leads positive social change for all as we
age and creates impact through information, advocacy, and service.
Form 990, Part III, Line 4d, Other Program Services:
The Membership Development work is based on the recognition that
members are an essential part of AARP's ability to achieve its mission.
Speaking on behalf of its tens of millions of members gives AARP
significant power and reach in advocating for social change in our
national, federal, and state legislatures; and members also provide
grassroots activism, volunteer work, and input into the problems faced
by Americans as they age, which helps shape AARP's social change
agenda. Membership Development is dedicated to ensuring that the member
experience is valuable and a relevant portfolio of member services and
benefits is available with key portfolio areas of: my health, my home &
family, my money, and my personal time. Membership Development
researches the wants and needs of specific segments within the
population of age 50+, including, for example, multicultural segments,
boomers, retired educators, and AARP's primary age segments (50-59,
60-69, and 70 and over).
Expenses $ 164,846,940. including grants of $ 0. Revenue $ 0.
The States and Communities Group (S&C) has established a field office
in every state, the District of Columbia, Puerto Rico, and the Virgin
Islands. S&C drives social change through advocacy, education, and
23221201-04-13
2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2012)
Schedule O (Form 990 or 990-EZ) (2012) Page
Name of the organizationAARP 95-1985500
outreach. These 53 offices coordinate AARP's local efforts and provide
a structure that delivers personalized services and programs to members
and other older Americans in their homes and communities. These
offices offer needed assistance, information, and support to older
Americans. They also fill many of the gaps in services that families,
communities, and government are unable to address, enabling older
persons to maintain their independence and dignity.
Expenses $ 109,440,359. including grants of $ 0. Revenue $ 0.
Education and Outreach - AARP researches and identifies certain
strategic areas and focuses its activities and resources to develop
programs, provide/produce information, and conduct studies on three key
issues affecting members: health & family, finanical security, and
long-term care.
Expenses $ 19,783,191. including grants of $ 0. Revenue $ 0.
The Office of Volunteer and Civic Engagement (OVCE) seeks to motivate
unprecedented numbers of AARP members to actively participate in
bringing about positive social change in America. The OVCE initiates
service through: Create the Good, which connects individuals to a
network of people, tools, and time-flexible voluteer opportunities; Day
of Serivce, which AARP employees engage in community service; Andrus
Awards for Community Service recognizes AARP volunteers who have made a
difference in the communities in ways that supports AARP's mission,
visions, and direction; AARP Chapters link members with community
programs and services; Maureen McKoy Award for Excellence in Service
recognizes an AARP employee who has fostered a significant engagement,
service or community outreach on the job.
23221201-04-13
2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2012)
Schedule O (Form 990 or 990-EZ) (2012) Page
Name of the organizationAARP 95-1985500
Expenses $ 7,157,674. including grants of $ 0. Revenue $ 0.
The AARP Experience Corps Program (AARP's newest service initiative),
is an award-winning national program that engages people over 50 to
tutor and mentor K-3 elementary school students struggling to learn to
read. In the United States, nearly 70% of children are not reading
proficiently by the end of third grade. High school dropout rates for
students who were unable to read on grade level by third grade are four
times higher than students who read proficiently. For students who live
in poverty the statistics are significantly worse. The idea that from
third grade onward, students should be reading to learn, not learning
to read, inspires the work of AARP Experience Corps. AARP Experience
Corps helps address this national problem by selecting caring, 50+
adult tutors through an application and enrollment process and securing
their commitment to serve for an entire school year. Tutors frequently
volunteer in schools in their own communities so that they directly
give back to and help children in their own neighborhoods. AARP
Experience Corps volunteer members also serve as mentors and role
models who reflect the communities in which they live. More than half
are African American and one in five is a former educator. The
intergenerational interaction AARP Experience Corps provides helps
build respect, caring, civility in relationships, and stronger
communities.
Expenses $ 3,967,462. including grants of $ 0. Revenue $ 0.
AARP Foundation (cash contributions)
Expenses $ 15,750,000. including grants of $ 15,750,000. Revenue $ 0.
23221201-04-13
2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2012)
Schedule O (Form 990 or 990-EZ) (2012) Page
Name of the organizationAARP 95-1985500
AARP Experience Corps (cash contributions)
Expenses $ 3,436,009. including grants of $ 3,436,009. Revenue $ 0.
Legal Counsel for the Elderly (cash contributions)
Expenses $ 2,618,418. including grants of $ 2,618,418. Revenue $ 0.
Various Other Programs
Expenses $ 13,953,378. incl grants of $ 3,814,653. Revenue $ 6,988,631.
AARP/Member Events
Expenses $ 11,489,507. including grants of $ 0. Revenue $ 3,485,938.
Form 990, Part V, Line 4b, List of Foreign Countries:
Brazil, Denmark, Indonesia, Israel,
South Korea
Form 990, Part VI, Section A, line 4: AARP's bylaws were amended to
conform to the new DC Nonprofit Corporation Act.
Form 990, Part VI, Section B, line 11: The Form 990 is prepared and
reviewed in AARP's internal tax department. The return is then put through
a secondary review which includes the AARP Controller and AARP General
Counsel. After this thorough review process, the Form 990 is distributed
to the Board of Directors for their review. After all issues are addressed
the return is reviewed by the Chief Financial Officer prior to
electronically filing with the Internal Revenue Service.
Form 990, Part VI, Section B, Line 12c: Annually, all board members and
23221201-04-13
2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2012)
Schedule O (Form 990 or 990-EZ) (2012) Page
Name of the organizationAARP 95-1985500
employees (including officers) are required to review the Code of Conduct,
formally acknowledge their understanding of the Code, and disclose any real
or potential conflicts of interest. Disclosures are reviewed by
appropriate management (or in the case of a board member, the Board Chair,
and if necessary, the Governance Committee), and the Chief Ethics &
Compliance Officer. The appropriate resolution plan is implemented (for
example, recusal from participating in any deliberations and decisions
relevant to the disclosure). The Chief Ethics & Compliance Officer
monitors compliance with these requirements and ensures proper follow-up as
needed.
Form 990, Part VI, Section B, Line 15a: AARP considers relevant for-profit
and not-for-profit data since this is the landscape in which AARP competes
for talent. Establishing the appropriate compensation for positions and
jobs considers external market pricing (where possible) from an
independent, third party compensation consulting firm, internal criteria,
and an individual's actual performance and contribution. Internal criteria
is based on a standard approach that measures the internal value of
positions, including: complexity and scope of responsibility, skill set and
competencies, education and experience, and the reporting relationship of
the position. An individual's actual performance and contribution is
measured through AARP's performance management approach and then rewarded
through AARP's annual base pay merit and incentive awards programs.
For the CEO, information from all three areas (external data, internal
data, individual performance and contribution) is submitted to the Board of
Directors for review and approval. In some cases, the Board may deal
directly with the independent, third party compensation consulting firm on
23221201-04-13
2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2012)
Schedule O (Form 990 or 990-EZ) (2012) Page
Name of the organizationAARP 95-1985500
external market pricing. The individual in this position may have legal
representation and may insist on an employment contract with terms that are
mutually agreed upon by the individual and the Board.
Form 990, Part VI, Section C, Line 19: AARP makes its Form 990 available
on its website at www.aarp.org or upon request to the General Counsel's
Office. AARP's audited financial statements and conflict of interest
policy are also available on its website at www.aarp.org. AARP's Form 1024
will be made public upon request to AARP's Office of General Counsel. All
other governing documents will be made available to the public in the event
those documents are included in a filing with the Internal Revenue Service.
Form 990, Part XI, line 9, Changes in Net Assets:
rounding adjustment 4.
Form 990, Part VII, Section B, Line 1
Henderick Motorsports
Based on a confidentiality provision in the contract with Hendrick
Motorsports, the amount paid by AARP cannot be disclosed.
Schedule R, Part V, Question 2
Transactions with Related Organizations
The AARP Insurance Plan is a grantor trust established by an Agreement
and Declaration of Trust for the purpose of making group health
insurance and other health-related products and services available to
AARP, Inc. members. Agreements between AARP, Inc., AARP Services,
Inc., and several insurance companies enable AARP-branded insurance
products to be made available to AARP members.
23221201-04-13
2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2012)
Schedule O (Form 990 or 990-EZ) (2012) Page
Name of the organizationAARP 95-1985500
At the direction of the third party insurance carriers, the Plan pays
AARP, Inc. a portion of the total premiums collected for the use of its
intellectual property, which is reported as royalties in the
consolidated statements of activities.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Section 512(b)(13)
controlled
entity?
23216112-10-12
SCHEDULE R(Form 990) Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37. Open to Public
InspectionSee separate instructions.Attach to Form 990.
Employer identification number
Part I Identification of Disregarded Entities
(a) (b) (c) (d) (e) (f)
Identification of Related Tax-Exempt Organizations Part II
(a) (b) (c) (d) (e) (f) (g)
Yes No
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2012
|||
Name of the organization
(Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
Name, address, and EIN (if applicable)of disregarded entity
Primary activity Legal domicile (state or
foreign country)
Total income End-of-year assets Direct controllingentity
(Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exemptorganizations during the tax year.)
Name, address, and EINof related organization
Primary activity Legal domicile (state or
foreign country)
Exempt Codesection
Public charitystatus (if section
501(c)(3))
Direct controllingentity
LHA
Related Organizations and Unrelated Partnerships 2012
AARP 95-1985500
AARP Properties LLC - 95-1985500601 E Street, NWWashington, DC 20049 Real estate holding company Delaware 19,168. 133,898,478.AARPAARP 650 F 2-3 LLC - 95-1985500601 E Street, NWWashington, DC 20049 Real estate holding company Delaware 0. 15,137,598.AARPAARP 650 F 4-5 LLC - 95-1985500601 E Street, NWWashington, DC 20049 Real estate holding company Delaware 0. 14,773,429.AARPAARP Carson Place LLC - 95-1985500601 E Street, NWWashington, DC 20049 Real estate holding company Delaware 0. 19,311,417.AARP
AARP Foundation - 52-0794300 Foundation dedicated to601 E Street, NW persons over 50 at socialWashington, DC 20049 and economic risk District of Columbia 501 (c)(3) 509(a)(1) AARP XAARP Institute - 52-0788950 Supporting org of AARP Fdn601 E Street, NW holding certain charitableWashington, DC 20049 gift annuity funds District of Columbia 501 (c)(3) 509(a)(3) AARP Foundation XLegal Counsel for the Elderly - 52-1194741 Provides free or low cost601 E Street, NW legal assistance andWashington, DC 20049 education to DC elderly District of Columbia 501 (c)(3) 509(a)(1) AARP XAARP Experience Corps - 26-3698436 Engages adults aged 50+ as601 E Street, NW tutors & mentors forWashington, DC 20049 school children nationwide District of Columbia 501 (c)(3) 509(a)(1) AARP X
23222105-01-12
Part I Continuation of Identification of Disregarded Entities
(a) (b) (c) (d) (e) (f)
Schedule R (Form 990)
Name, address, and EINof disregarded entity
Primary activity Legal domicile (state or
foreign country)
Total income End-of-year assets Direct controllingentity
AARP 95-1985500
AARP Watson Plaza LLC - 95-1985500601 E Street, NWWashington, DC 20049 Real estate holding company Delaware 0. 0.AARPAARP Andrus Insurance Fund LLC - 95-1985500601 E Street, NWWashington, DC 20049 Insurance captive District of Columbia 2,858,572. 8,758,400.AARP
Section 512(b)(13)
controlled
organization?
23222205-01-12
Part II Continuation of Identification of Related Tax-Exempt Organizations
(a) (b) (c) (d) (e) (f) (g)
Yes No
Schedule R (Form 990)
Name, address, and EINof related organization
Primary activity Legal domicile (state or
foreign country)
Exempt Codesection
Public charitystatus (if section
501(c)(3))
Direct controllingentity
AARP 95-1985500
AARP Insurance Plan - 52-6069387 Grantor Trust holding601 E Street, NW certain AARP group healthWashington, DC 20049 insurance policies District of Columbia 501 (c)(4) AARP X
Legaldomicile(state orforeigncountry)
General ormanagingpartner?
Disproportion-
ate allocations?
Section512(b)(13)controlled
entity?
Legal domicile(state orforeigncountry)
232162 12-10-12
2
Identification of Related Organizations Taxable as a Partnership Part III
(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k)
Yes No Yes No
Identification of Related Organizations Taxable as a Corporation or Trust Part IV
(a) (b) (c) (d) (e) (f) (g) (h) (i)
Yes No
Schedule R (Form 990) 2012
Predominant income(related, unrelated,
excluded from tax undersections 512-514)
Schedule R (Form 990) 2012 Page
(Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more relatedorganizations treated as a partnership during the tax year.)
Name, address, and EINof related organization
Primary activity Direct controllingentity
Share of totalincome
Share ofend-of-year
assets
Code V-UBIamount in box20 of ScheduleK-1 (Form 1065)
Percentageownership
(Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more relatedorganizations treated as a corporation or trust during the tax year.)
Name, address, and EINof related organization
Primary activity Direct controllingentity
Type of entity(C corp, S corp,
or trust)
Share of totalincome
Share ofend-of-year
assets
Percentageownership
AARP 95-1985500
AARP Financial Services Corporation -52-1367607, 601 E Street, NW, Washington, DC Real estate holding20049 company DE AARP C CORP 1,355,717. 3,546,162. 100% XAARP Services, Inc. (consolidated) -52-2141065, 650 F Street, NW, Washington, DC Quality control and20004 research DE AARP C CORP 113,702,809. 76,757,188. 100% X
232163 12-10-12
3
Part V Transactions With Related Organizations
Note. Yes No
1
a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
p
q
r
s
(i) (ii) (iii) (iv) 1a
1b
1c
1d
1e
1f
1g
1h
1i
1j
1k
1l
1m
1n
1o
1p
1q
1r
1s
2
(a) (b) (c) (d)
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012 Page
(Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
Receipt of interest annuities royalties or rent from a controlled entity ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Gift, grant, or capital contribution to related organization(s)
Gift, grant, or capital contribution from related organization(s)
Loans or loan guarantees to or for related organization(s)
Loans or loan guarantees by related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Dividends from related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Sale of assets to related organization(s)
Purchase of assets from related organization(s)
Exchange of assets with related organization(s)
Lease of facilities, equipment, or other assets to related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Lease of facilities, equipment, or other assets from related organization(s)
Performance of services or membership or fundraising solicitations for related organization(s)
Performance of services or membership or fundraising solicitations by related organization(s)
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Sharing of paid employees with related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Reimbursement paid to related organization(s) for expenses
Reimbursement paid by related organization(s) for expenses
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other transfer of cash or property to related organization(s)
Other transfer of cash or property from related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
��������������������������������������������������������
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
Name of other organization Transactiontype (a-s)
Amount involved Method of determining amount involved
AARP 95-1985500
XXXX
X
XXXXX
XXXX
X
XX
XX
AARP Foundation (cash contributions) B 15,750,000.cash paidAARP Foundation (subgrant for charitableactivities) C 9,298,586.grant agreement
AARP Foundation (bond standby agreement) D 25,000,000.in the event of default
AARP Foundation (in-kind shared services) L 12,520,673.allocable costs incurred
AARP Foundation (in-kind advertising) L 2,987,521.publication space FMVAARP Foundation (printing, postage,telephone, member event) Q 135,947.costs incurred
23222505-01-12
Part V Continuation of Transactions With Related Organizations
(d)(a) (b) (c)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
(24)
Schedule R (Form 990)
(Schedule R (Form 990), Part V, line 2)
Method of determiningamount involved
Transactiontype (a-r)
Amount involvedName of other organization
AARP 95-1985500
AARP Foundation (building maintenance) Q 519,627.costs incurred
AARP Foundation (mailing list) N 0.see supplemental informationAARP Foundation (dual employeereimbursement) Q 196,373.actual salaries paidAARP Foundation (dual employeereimbursement) P 501,100.actual salaries paidAARP Foundation (national event and $25kannual fee line of credit) S 40,000.cash paidAARP Foundation (worker's compensationinsurance) S 2,073,765.cash paidLegal Counsel for the Elderly (cashcontributions) B 2,618,418.cash paidLegal Counsel for the Elderly (in-kindcontributions) L 2,189,514.allocable costs incurredLegal Counsel for the Elderly (in-kindrent) N 58,080.costs incurredLegal Counsel for the Elderly (printing,postage, telephone) Q 40,073.costs incurredAARP Experience Corps (in-kind sharedservices) L 2,697,381.allocable costs incurred
AARP Services, Inc. A 3,028,958.costs incurred
AARP Services, Inc. (advertising) L 6,050,556.publication/web space FMV
AARP Services, Inc. M 72,021,525.FMV
AARP Services, Inc. (shared services) Q 12,551,725.costs incurredAARP Experience Corps (cashcontributions) B 3,436,009.cash paid
AARP Services, Inc. S 1,600,000.sponsor of Drive To End HungerAARP Services, Inc. (reimburse forpension plan contribution) S 1,511,000.portion of plan funding
23222505-01-12
Part V Continuation of Transactions With Related Organizations
(d)(a) (b) (c)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
(24)
Schedule R (Form 990)
(Schedule R (Form 990), Part V, line 2)
Method of determiningamount involved
Transactiontype (a-r)
Amount involvedName of other organization
AARP 95-1985500
AARP Services, Inc. (reimburse for postretirement health benefit) S 314,436.portion of plan fundingAARP Services, Inc. (print, postage,telephone, member event) Q 52,718.FMV
AARP Insurance Plan S 378,345,582.see Schedule O
Are allpartners sec.
501(c)(3)orgs.?
Dispropor-tionate
allocations?
General ormanagingpartner?
23216412-10-12
Yes No Yes No Yes N
4
Part VI Unrelated Organizations Taxable as a Partnership
(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k)
o
Schedule R (Form 990) 2012
Predominant income(related, unrelated,excluded from tax
under section 512-514)
Code V-UBIamount in box 20of Schedule K-1
(Form 1065)
Schedule R (Form 990) 2012 Page
(Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue)that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
Name, address, and EINof entity
Primary activity Legal domicile(state or foreign
country)
Share oftotal
income
Share ofend-of-year
assets
Percentageownership
AARP 95-1985500
232165 12-10-12
5
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012 Page
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Part VII Supplemental Information
AARP 95-1985500
AssetNo.
LineNo.
22810205-01-12
2012 DEPRECIATION AND AMORTIZATION REPORT
DateAcquired
UnadjustedCost Or Basis
Bus %Excl
Reduction In Basis
Basis ForDepreciation
AccumulatedDepreciation
CurrentSec 179
Current YearDeductionDescription Method Life
*
(D) - Asset disposed * ITC, Section 179, Salvage, Bonus, Commercial Revitalization Deduction
Form 990 Page 10 990
Buildings
3BuildingImprovements 010106SL 10.0016 2067342. 2067342. 1279815. 212,197.
6Terrell Place 650 F2-3 Building 010305SL 39.0016 13209343. 13209343. 3082180. 440,311.
8Terrell Place 650 F2-3 Building Impro 010106SL 39.0016 4389703. 4389703. 1841418. 438,970.
11Terrell Place 650 F4-5 Building 010305SL 39.0016 13379427. 13379427. 3121866. 445,981.
12Terrell Place 650 F4-5 Building Impro 010106SL 10.0016 4860841. 4860841. 2796648. 486,084.
15AARP PropertiesBuilding 122000SL 39.0016 138329964 13832996450880285. 4610999.
16AARP PropertiesBuilding Improvemen010106SL 10.0016 24789228. 24789228. 8360585. 2476391.
17Carson PlaceBuilding 120506SL 39.0016 18116629. 18116629. 3032787. 603,888.
20Carson PlaceBuilding Improvemen120108SL 10.0016 585,134. 585,134. 167,728. 58,513.
23(D)Watson PlazaBuilding 120506SL 39.0016 8405325. 8405325. 1424684. 233,481.
25(D)Watson PlazaBuilding Improvemen120108SL 10.0016 1636082. 1636082. 294,395. 141,436.* 990 Page 10 TotalBuildings 229769018 0.22976901876282391. 0.10148251.Furniture &Fixtures
1Furniture andEquipment 010106SL 7.00 16 104692558 10469255873012410. 7464899.
9Terrell Place 650 F2-3 Furniture & Eq 010106SL 7.00 16 31,691. 31,691. 28,857. 2,622.
13AARP PropertiesFurniture & Equipme010105SL 7.00 16 2457741. 2457741. 1009771. 237,626.
21Carson PlaceFurniture & Equipme120108SL 7.00 16 65,582. 65,582. 20,433. 6,180.
AssetNo.
LineNo.
22810205-01-12
2012 DEPRECIATION AND AMORTIZATION REPORT
DateAcquired
UnadjustedCost Or Basis
Bus %Excl
Reduction In Basis
Basis ForDepreciation
AccumulatedDepreciation
CurrentSec 179
Current YearDeductionDescription Method Life
*
(D) - Asset disposed * ITC, Section 179, Salvage, Bonus, Commercial Revitalization Deduction
Form 990 Page 10 990
22(D)Watson PlazaFurniture & Equipme123107SL 7.00 16 387,769. 387,769. 100,213. 33,007.* 990 Page 10 TotalFurniture & Fixtur 107635341 0.10763534174171684. 0. 7744334.
Land
7Terrell Place 650 F2-3 Land 010305L 39.00 3302336. 3302336. 0.
10Terrell Place 650 F4-5 Land 010305L 39.00 3344857. 3344857. 0.
14AARP PropertiesLand 122000L 39.00 35405471. 35405471. 0.
19Carson Place Land 120506L 39.00 4433600. 4433600. 0.
24(D)Watson PlazaLand 120506L 39.00 2086400. 2086400. 0.* 990 Page 10 TotalLand 48572664. 0.48572664. 0. 0. 0.
Other
27AARP PROPERTIESLEASEHOLD IMPROVEME120112SL 10.0016 99,239. 99,239. 12,425.* 990 Page 10 TotalOther 99,239. 0. 99,239. 0. 0. 12,425.Management andGeneral
2LeaseholdImprovements 010106SL 10.0016 9155706. 9155706. 4414753. 726,184.
4Vehicles 010106SL 5.00 16 167,335. 167,335. 167,335. 0.
5SoftwareDevelopment Costs 010106SL 3.00 16 135877426 13587742673331990. 15293984.
26Debt Issuance Costs122000 360M 43 1585368. 1585368. 563,928. 52,846.* 990 Page 10 TotalManagement and Gen 146785835 0.14678583578478006. 0.16073014.
AssetNo.
LineNo.
22810205-01-12
2012 DEPRECIATION AND AMORTIZATION REPORT
DateAcquired
UnadjustedCost Or Basis
Bus %Excl
Reduction In Basis
Basis ForDepreciation
AccumulatedDepreciation
CurrentSec 179
Current YearDeductionDescription Method Life
*
(D) - Asset disposed * ITC, Section 179, Salvage, Bonus, Commercial Revitalization Deduction
Form 990 Page 10 990
* Grand Total 990Page 10 Depr & Amor 532862097 0.532862097228932081 0.33978024.
OMB No. 1545-0172
Form
AttachmentSequence No.
Department of the TreasuryInternal Revenue Service (99)
Name(s) shown on return Business or activity to which this form relates Identifying number
Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separately, see instructions
(a) Description of property (b) Cost (business use only) (c) Elected cost
If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here
(c) Basis for depreciation(business/investment use
only - see instructions)
(b) Month andyear placedin service
(d) Recoveryperiod
(a) Classification of property (e) Convention (f) Method (g) Depreciation deduction
21625112-28-12
Election To Expense Certain Property Under Section 179 Note:
See separate instructions. Attach to your tax return. 179
1
2
3
4
5
1
2
3
4
5
6
7
8
9
10
11
12
13
smaller
7
8
9
10
11
12
13
Note:
Special Depreciation Allowance and Other Depreciation (Do not )
14
15
16
14
15
16
MACRS Depreciation (Do not )
Section A
1717
18
Section B - Assets Placed in Service During 2012 Tax Year Using the General Depreciation System
19a
b
c
d
e
f
g
h
i
Section C - Assets Placed in Service During 2012 Tax Year Using the Alternative Depreciation System
20a
b
c
Summary
21 21
22
23
Total.
22
23
4562 For Paperwork Reduction Act Notice, see separate instructions.
If you have any listed property, complete Part V before you complete Part I.
Do not use Part II or Part III below for listed property. Instead, use Part V.
Maximum amount (see instructions)
Total cost of section 179 property placed in service (see instructions)
Threshold cost of section 179 property before reduction in limitation
Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0-
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
����������
Listed property. Enter the amount from line 29
Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7
Tentative deduction. Enter the of line 5 or line 8
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Carryover of disallowed deduction from line 13 of your 2011 Form 4562
Business income limitation. Enter the smaller of business income (not less than zero) or line 5
Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line 11
Carryover of disallowed deduction to 2013. Add lines 9 and 10, less line 12
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~
������������
����
include listed property.
Special depreciation allowance for qualified property (other than listed property) placed in service during
the tax year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Property subject to section 168(f)(1) election
Other depreciation (including ACRS)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
�������������������������������������
include listed property. (See instructions.)
MACRS deductions for assets placed in service in tax years beginning before 2012 ~~~~~~~~~~~~~~
���
3-year property
5-year property
7-year property
10-year property
15-year property
20-year property
25-year property 25 yrs. S/L
S/L
S/L
S/L
S/L
27.5 yrs.
27.5 yrs.
MM
MM
MM
MM
/
/
/
/
Residential rental property
39 yrs.Nonresidential real property
Class life
12-year
40-year
S/L
S/L
S/L
12 yrs.
40 yrs. MM/
(See instructions.)
Listed property. Enter amount from line 28 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21.
Enter here and on the appropriate lines of your return. Partnerships and S corporations - see instr. �������
For assets shown above and placed in service during the current year, enter the
portion of the basis attributable to section 263A costs����������������
Form (2012)LHA
(Including Information on Listed Property)
Part I
Part II
Part III
Part IV
Depreciation and Amortization4562 2012
J
9 9
9
990
AARP Form 990 Page 10 95-1985500
500,000.
2,000,000.
33,925,178.
33,925,178.
Date amortizationbegins
Amortizationperiod or percentage
Basis for depreciation(business/investment
use only)
Description of costs Amortizableamount
Codesection
Amortizationfor this year
216252 12-28-12
2Listed Property
Note: only
Section A - Depreciation and Other Information (Caution: )
24a Yes No 24b Yes No
25
(b) (c) (i)(e) (f) (g) (h)(a) (d)
25
26
27
2828
29 29
Section B - Information on Use of Vehicles
(a) (b) (c) (d) (e) (f)
30
31
32
33
34
35
36
do not
Yes No Yes No Yes No Yes No Yes No Yes No
Section C - Questions for Employers Who Provide Vehicles for Use by Their Employees
are not
37
38
39
40
41
Yes No
Note:
Amortization
(a) (b) (c) (d) (e) (f)
42
43
44
43
44 Total.
4562
For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete 24a, 24b, columns (a)through (c) of Section A, all of Section B, and Section C if applicable.
See the instructions for limits for passenger automobiles.
If your answer to 37, 38, 39, 40, or 41 is "Yes," do not complete Section B for the covered vehicles.
Do you have evidence to support the business/investment use claimed?
Dateplaced inservice
Business/investment
use percentage
Electedsection 179
cost
Recoveryperiod
Depreciationdeduction
Type of property(list vehicles first )
Method/Convention
Cost orother basis
Total business/investment miles driven during the
year ( include commuting miles)
Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle
Form (2012)
Form 4562 (2012) Page (Include automobiles, certain other vehicles, certain computers, and property used for entertainment, recreation, or
amusement.)
If "Yes," is the evidence written?
Special depreciation allowance for qualified listed property placed in service during the tax year and
used more than 50% in a qualified business use�����������������������������
Property used more than 50% in a qualified business use:
%
%
%
Property used 50% or less in a qualified business use:
%
%
S/L -
S/L -
S/L -%
Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1 ~~~~~~~~~~~~
Add amounts in column (i), line 26. Enter here and on line 7, page 1 ���������������������������
Complete this section for vehicles used by a sole proprietor, partner, or other "more than 5% owner," or related person.If you provided vehicles to your employees, first answer the questions in Section C to see if you meet an exception to completing this section forthose vehicles.
~~~~~~
Total commuting miles driven during the year ~
Total other personal (noncommuting) miles
driven~~~~~~~~~~~~~~~~~~~~~
Total miles driven during the year.
Add lines 30 through 32~~~~~~~~~~~~
Was the vehicle available for personal use
during off-duty hours? ~~~~~~~~~~~~
Was the vehicle used primarily by a more
than 5% owner or related person? ~~~~~~
Is another vehicle available for personal
use? ���������������������
Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who more than 5%
owners or related persons.
Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by your
employees?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your
employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners ~~~~~~~~~~~~
Do you treat all use of vehicles by employees as personal use? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Do you provide more than five vehicles to your employees, obtain information from your employees about
the use of the vehicles, and retain the information received? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Do you meet the requirements concerning qualified automobile demonstration use? ~~~~~~~~~~~~~~~~~~~~~~~
Amortization of costs that begins during your 2012 tax year:
Amortization of costs that began before your 2012 tax year ~~~~~~~~~~~~~~~~~~~~~~~~~~
Add amounts in column (f). See the instructions for where to report �������������������
Part V
Part VI
! !! !! !! !! !! !!
! !! !
AARP 95-1985500
52,846.52,846.