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2019 Annual Report

Purpose. Innovation. Results.

DEAR FRIENDS,
2019 was a banner year for AARP Foundation and for a future without senior poverty. With your generous support this past year, we took a giant step toward our vision of a country free of poverty where no older person feels vulnerable.

Lisa Marsh Ryerson, AARP Foundation President
Lisa Marsh Ryerson, AARP Foundation President
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Building greater financial resilience Building greater financial resilience Building greater financial resilience

We launched five new programs to help low-income older adults thrive, making full use of our Innovation Pipeline to bring important new services to those in need. We also expanded several tested and proven programs. Our Litigation team pursued elder justice, championing cases of abuse, neglect, discrimination and exploitation against nursing and assisted living facilities, employers and other organizations. We extended our reach even further through strategic grants, and forged vibrant partnerships with new funders who value our work. Together, we have helped older adults build greater financial resilience.

Most important, our efforts are reflected in positive assessments from those we serve. AARP Foundation scored an 89 in participant satisfaction and perceived value by those who engage with our programs, significantly higher than the “gold standard” score of 65. We are accomplishing real results for older adults, and they recognize it.

While our journey toward outcomes-based evaluation continues, this year we accomplished, and in many cases exceeded, the goals we set in our three-year strategic plan. More low-income older adults than projected were able to age in place because of our Here to Stay: Home Upkeep for All™ program. We surpassed our goal of building financial resilience in the 50 and older community as more people saved part of their tax refund. More isolated older adults than we targeted improved their social connections as a result of our Connect2Affect platform and Connect2Affect Connected Communities™ initiative.

We have set even more ambitious goals for the year ahead. Our work is increasingly urgent as the older adult population continues to grow rapidly and their needs become more acute.

Every day that an older adult goes without food, without medicine, or without strong social bonds is a day too many. So, we will continue our work with renewed vigor, incredibly grateful for the help and support of our donors, partners and volunteers. Without you, none of this is possible. Thank you from the bottom of my heart.

With deepest gratitude,

Lisa

Lisa

2019 By the Numbers

41,892

volunteers supported
Foundation programs

Volunteer Foundation program support

5,500

communities nationwide in which
AARP Foundation is present

Communities nationwide in which AARP Foundation is present

2.9 million

people served by AARP
Foundation initiatives

People served by AARP Foundation initiatives

$153 million

in new income created by AARP Foundation workforce programs

New income created by AARP Foundation workforce programs

1,010,304

meals packed for D.C. metro area communities to raise awareness of senior hunger

Meals packed for D.C. metro area communities to raise awareness of senior hunger

$18.3 million

awarded in strategic grantmaking
to advance effective solutions

Awarded in strategic grantmaking to advance effective solutions

Ready. Set. Launch!

The challenges facing older adults cannot be solved with “business as usual” approaches. They require bold, sustainable solutions — a whole new way of thinking and responding to the growing national crisis of senior poverty. In 2019, we piloted and launched new programs across the country to help people increase their financial stability and stay connected.

AARP Foundation Property Tax-Aide

AARP Foundation Property Tax-Aide

Tax relief comes home

Both housing security and income security come together in another new program introduced in 2019: Property Tax-Aide.

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The 15,000 homeowners who used the program are projected to save $7 million through tax credits or direct refunds.

Residential property tax refund and credit programs exist in most states, territories and the District of Columbia, but few people know about them. AARP Foundation Property Tax-Aide helps low-income older adults take advantage of these programs, saving them money and helping them stay in their homes longer. Property Tax-Aide simplifies the application process with easy-to-use online tools. Trained program volunteers use the eligibility screener to determine participants' eligibility to apply for a property tax refund or credit. The volunteers then use an application wizard to help complete the appropriate forms and prepare them for filing.

In 2019, we rolled out Property Tax-Aide in Minnesota, New Hampshire and the District of Columbia, and the 15,000 older homeowners who used the program are projected to save a total of $7 million through tax credits or direct refunds.

AARP Foundation MySavingsJar

AARP Foundation MySavingsJar™

Money in the bank

By encouraging savings even on the tightest budget, and giving clear guidance on how to get there, AARP Foundation MySavingsJar™ offers a clear path to the kind of financial resilience that can keep older adults and their families afloat in the difficult times.

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Within six months of launch, nearly 15,000 people have joined the
savings platform.

That's particularly important for older women, who tend to have fewer working years and thus have had less ability to save for retirement — as well as lower retirement benefits. Eighty-five percent of AARP Foundation MySavingsJar participants are women, so the help is getting where it's needed.

Within six months of launch, nearly 15,000 people have joined the savings platform, taking advantage of its incentives, coaching opportunities and online community building.

One beneficiary of this program said: “It was just what I was looking for, just the right kind of encouragement to get me saving again. I didn't think I could do it, but now I feel more secure, with some money in the bank!”

AARP Foundation Self-Saver

AARP Foundation Self-Saver™

Peace of mind for entrepreneurs

Running your own business is tough enough without feeling like you're going it alone. In 2019, we launched Self-Saver™, an online tool to make planning for, saving for, and paying self-employment taxes easier.

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In its first 6 months, nearly 9,000 older adult entrepreneurs
have used the tool.

Connie Johnson

In its first 6 months, nearly 9,000 older adult entrepreneurs have used the tool to manage and pay their quarterly taxes, and to handle the tracking of other business expenses that are deductible.

CONNIE'S STORY

Connie Johnson was on the brink of retirement when she was laid off. She could have called it a day and quit working, but that's not Connie's style. “I'm that person who never really wanted to retire completely,” she says.

Now she's a “solopreneur” — a one-woman show, developing e-learning training and helping small businesses start their compliance departments.

But like other late-career entrepreneurs, Connie didn't know much about managing the expenses that go with working for yourself.

“When you've had your taxes taken out of your check your whole life, it's difficult,” Connie explains. Things got easier, however, when she found AARP Foundation Self-Saver. “I don't have to think about it,” she says. “I feel peace of mind knowing that the tax piece is taken care of.”

Self-Saver has also made it possible for her to build savings. “It makes what I owe real, so I can strategize what I have left over. Before, I was just saving to pay taxes. Now I can save for what I want in my life.”

Connie talks about Self-Saver every chance she gets. She says she wants other solopreneurs and freelancers to feel as empowered as she does.

AARP Foundation Connect2Affect Connected Communities

AARP Foundation Connect2Affect Connected Communities™

Smart speakers bring neighbors together

AARP Foundation's Connect2Affect Connected Communities™ enables older adults to access community information using just their voice.

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We work with affordable senior housing providers to equip their residents and staff with devices, tools and training that help seniors maintain the social connections they need to remain independent and age in place longer.

More than half of the participants in the initial six Connect2Affect Connected Communities sites say they've increased or maintained their level of social participation since the program was introduced to their community.

AARP Foundation Here to Stay: Home Upkeep for All

AARP Foundation Here to Stay: Home Upkeep for All™

Making home safe, affordable and healthy for a lifetime

AARP Foundation's Here to Stay: Home Upkeep for All™ was developed in collaboration with The Hartford to provide cost-effective home maintenance tips and resources that make it easier for older adults to continue to live comfortably at home as they grow older.

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The program has served more than 16,000 people since its launch in June 2019.

The program features an interactive assessment tool and directory of local providers, a toolkit with budgeting tips, cost estimates, how-to guides, advice on getting affordable help and more, and a series of home maintenance and repair workshops.

Since Here to Stay: Home Upkeep for All launched in June 2019, the program has served more than 16,000 people and held workshops in California, Florida and Maryland, with plans to expand to Kansas, Michigan, South Carolina and Wisconsin.

PROGRAM STATS

After attending a workshop, attendees reported:

  • 54% completed a home maintenance task by themselves that they hadn't done before or used to do differently.
  • 74% expressed greater confidence in their ability to perform maintenance tasks themselves.
  • 89% expressed greater confidence in their ability to find help with maintenance when they need it.

Staying Power: A Legacy of Results

For nearly 60 years, AARP Foundation has been fighting to improve the lives of older adults whose struggles are often hidden in plain sight. In 2019, we continued to build on proven programs and expand into new locations. Talking with communities to help uncover their challenges. Helping more people. Working to change the systemic structures that limit opportunity.

Finding more ways to serve Finding more ways to serve

Finding more ways to serve

In 2019, AARP Foundation Tax-Aide's 35,000 volunteers helped more than 2.5 million taxpayers secure more than $1.6 billion in refunds. Beyond serving taxpayers across 5,000 locations, Tax-Aide also made its service even more accessible when it “hit the road” in 2019, with a Tax-Aide bus bringing the free filing service to harder-to-reach taxpayers throughout California.

In the classroom, 2,200 AARP Foundation Experience Corps volunteers helped more than 24,000 students in 321 schools and after school locations become better readers during the 2018–19 school year, while also expanding sites and features. The program established a new Atlanta site — our first in Georgia — and expanded our Arizona sites by adding Pinal–Casa Grande to the network.

The Experience Corps afterschool program expanded to 64 schools by the end of the 2018–19 school year, with 252 volunteers serving 885 students. Findings from the 2019 Experience Corps Social-Emotional Learning Evaluation show that students who participate in the program experience positive social/emotional learning outcomes, particularly in areas of personal responsibility, relationship skills, and decision making.

Creating paths to financial stability
Creating paths to financial stability

Creating paths to financial stability

Learning new skills and staying current with trends in technology has never been more critical for older adults seeking to compete for today's in-demand jobs. AARP Foundation equips older adults with the resources, know-how, and training they need to unlock economic opportunity and build financial resilience.

With AARP Foundation Senior Community Service Employment Program (SCSEP), unemployed adults 55 and older who have very low income can build their job skills and earn a livable income through community service. In the past year, AARP Foundation SCSEP served more than 11,000 people in 90 municipalities, 18 states and Puerto Rico, placing more than 3,000 participants in jobs.

Our Work for Yourself@50+ program makes it easy for people over 50 to explore self-employment options so they can increase their financial stability. A series of workshops and a toolkit guide participants through five simple steps while also providing coaching and peer support. During 2019, the Work for Yourself@50+ program helped guide 6,123 older adults through all the necessities of being self-employed. The program works with more than 35 partner organizations to reach more budding entrepreneurs.

JOHN CALAS, BACK TO WORK 50+

Most people have a pretty good idea of what to expect when they walk into a 7 Smart Strategies for 50+ Jobseekers workshop, part of AARP Foundation's BACK TO WORK 50+ program. They know they'll get tips on conducting a job search, along with guidance on how to compete with confidence in today's job market.

John Calas of Miami, Florida, expected all that. What he didn't expect was to hear that being over 50, as he was, could make it harder to find a job.

“It was eye-opening,” says John, now 55. “They started saying right away how younger people have a leg up. It was kind of a shock, to be honest.”

Finding and keeping a job today requires new and varied skills, especially related to technology and computer literacy — skills many older adults currently don't have or don't feel confident about.

BACK TO WORK 50+ connects older jobseekers with close to 20 community colleges and nonprofits across the country that provide training, support and access to employers. In 2019, more than 10,000 people have received the guidance and resources they need to find a job through BACK TO WORK 50+.

John, who has a bachelor's degree in public administration, came to BACK TO WORK 50+ as many older adults do: He lost his job. As soon as he got laid off, he applied for unemployment. Staff at the unemployment office asked his age and urged him to attend the 7 Smart Strategies workshop scheduled for that very day. He picked up his paperwork and headed directly to the library where the workshop was being held.

As a boat enthusiast, John was excited to find out that SeaVee Boats would be interviewing candidates at an upcoming job fair. Based on the training he'd received from BACK TO WORK 50+, he felt equipped to compete. At the job fair, John interviewed with a department manager, and after a second interview, and John's own dogged follow-up, he was hired as a maintenance manager, a salaried position.

He started work in June 2019 and couldn't be happier. John encourages anyone over 50 who's looking for a job to seek out BACK TO WORK 50+. “Without a doubt,” he says. “Take complete advantage of all the resources. Stay positive. There will be a lot of doors closing, but you have to make sure your psyche isn't affected. You can't let it bring you down. Just because you're older doesn't mean you give up.”

 

John Calas John Calas
Making SNAP easier

Making SNAP easier

Only 45% of people over 60 who are eligible for SNAP (Supplemental Nutrition Assistance Program) participate in the program – the lowest participation of any age group. Confusion about eligibility, stigmas around asking for help, and a complicated application process discourage many older adults from applying for SNAP benefits. Yet without access to a nutritious diet, they also have a much higher chance of developing serious health issues. AARP Foundation supports organizations working to enroll eligible older adults in SNAP, formerly known as Food Stamps, through the Elderly Simplified Application Project (ESAP). In 2019, we funded 16 organizations in seven states, enabling them to raise greater awareness about ESAP and help almost 50,000 eligible older adults apply for and get SNAP benefits.

Building critical social connections

Building critical social connections

Funding by AARP Foundation in 2019 supported the National Academy of Sciences landmark report, Social Isolation and Loneliness in Older Adults: Opportunities for the Health Care System, which verified the damaging health consequences of social isolation and put it more firmly on the radar of health care providers. The report bolsters the Foundation continuing to lead a movement to end social isolation in older adults through Connect2Affect. Through this platform, we provide visitors with research and tips on staying connected, along with an assessment that allows users to evaluate their isolation risk (or that of a loved one) and get guidance on how to strengthen their social bonds. In 2019, nearly 10,000 visitors to Connect2Affect.org took the assessment to find out whether they're at risk of isolation. AARP Foundation is piloting innovative concepts that foster connectedness, and a newly developed Connect2Affect Community Workshop has the potential to change how people think about their social health.

Building Financial Resilience

A lack of savings and equal access to quality financial products and services in underserved communities leaves vulnerable populations particularly ill equipped to weather unexpected emergencies and achieve lasting financial security. In 2019, AARP Foundation and Chase teamed up to address this serious issue, collaborating on a series of events, research, and educational resources designed to raise awareness and strengthen the financial health and resilience of low- to moderate-income 50+ communities.

AARP Foundation Financial Forums 2019

Building Financial Resilience

Fighting for Older Adults

The AARP Foundation Litigation team stands out among other legal advocacy organizations because of its close ties to the Foundation's mission. By protecting the rights and advancing the interests of low-income and vulnerable older adults, AARP Foundation attorneys tear down barriers and establish pathways to economic opportunity and social stability. In 2019, our Litigation team supported several important cases.

Wilmington Savings Fund v. Castillo

Wilmington Savings Fund v. Castillo

Nedia Castillo Cruz was 78 and blind. After Hurricane Maria devastated her home in Puerto Rico, she found out her reverse mortgage lender was going to foreclose on that home. AARP Foundation intervened. A settlement was reached (and finalized in January of 2020) to allow Ms. Cruz to continue living in the only place she knows as home.

Cooper v. Senior Citizens Housing of Ann Arbor

Represented by AARP Foundation attorneys, residents of Lurie Terrace, a senior living apartment building, claimed disability discrimination by the apartment operators for threatening to evict residents they deemed unable to “live independently.” The mutually agreed settlement corrected the discriminatory requirement and had wider positive repercussions. As AARP Foundation attorney Dara Smith noted, “Lurie Terrace's policies are now an exemplary model of best practices for apartment buildings and housing providers everywhere who have tenants aging in place.”

Single v. Catholic Pioneer Church Homes

Single v. Catholic Pioneer Church Homes

In a case with widespread implications, attorneys with AARP Foundation and other organizations are suing a nursing facility chain over a case of “resident dumping.” Gloria Single, an 82-year-old resident, was sent to a hospital and then refused readmission to the nursing facility, even though she had been medically cleared and the facility had been ordered to let her back; the move kept her separated from her husband. According to the complaint, such nursing home evictions often are done to remove residents on state support and make room for more lucrative Medicare and private-pay individuals. “Resident dumping is a growing trend and serious danger to seniors,” said AARP Foundation VP Kelly Bagby. “Until [California] does something, our only recourse is going to be filing suits like this.”

Hartshorne v. The Roman Catholic Diocese of Albany, New York

Hartshorne v. The Roman Catholic Diocese of Albany, New York

AARP Foundation joined two other organizations in a lawsuit on behalf of more than 1,000 former employees of St. Clare's Hospital who had been told they would not receive pensions they had been promised by the diocese. “These are hard-working, dedicated people who served their community for years — in some cases decades — and the rug was pulled out from under them,” says SVP Bill Rivera. “Justice requires that they receive the pensions they were promised.”

See the NBC Story    "Take on Today" Podcast with Dara Smith

Kwesell v. Yale

YALE EMPLOYEE FIGHTS UNACCEPTABLE PRICE TO PAY FOR “WELLNESS”

Lisa Kwesell is a spitfire. As a service assistant at Yale, she was looking forward to retirement but needed to stay in the workforce a bit longer to maintain employer health benefits.

However, in 2018, Yale implemented a new workplace wellness program for some of its staff that threatened to upend her plans. The University claimed the program was designed to help employees live more balanced and healthier lifestyles … but there was a catch.

The program required employees to provide deeply personal health information, such as whether they'd been diagnosed with any diseases or mental health conditions. They also had to undergo invasive exams, such as colonoscopies and pap smears, on a schedule set by Yale. None of this was voluntary; Yale deducted $25 a week from employee paychecks if they refused to participate, adding up to $1,300 per year in lost wages.

Lisa, determined to protect her rights and those of her co-workers, decided to fight back. In her search for answers, she heard about a similar case brought by AARP Foundation attorneys [if no hyperlink, AARP v. EEOC in parentheses] that suggested her employer's actions were illegal. Based on what she learned, she called AARP Foundation for advice.

The Foundation recognized this policy's harmful consequences for Lisa and her colleagues. The weekly fine undermined their ability to pay rent, afford child care, purchase groceries and more — feeding a vicious cycle of negative health and financial outcomes.

Lisa is now a lead plaintiff in the Foundation's class action lawsuit against Yale, helping 5,000 of her colleagues — and potentially others around the country — protect their privacy, civil rights and financial security.

Kwesell v. Yale Kwesell v. Yale

Supporting Real-World Solutions

AARP Foundation extends the reach and impact of its efforts to fight senior poverty by making grants to a wide variety of organizations dedicated to missions to improve the lives of vulnerable and struggling older adults. The Foundation enables grantees to help more people, work more efficiently, make resources go further, and bring proven new approaches to scale.

In 2019, AARP Foundation awarded:

Thank You

Thank you for believing in AARP Foundation's mission and our work to end senior poverty. Your generous support in 2019 is helping ensure low-income seniors can secure the essentials.

Support us
  • 2019 Corporate Foundation Relations ($2,000+) Donors

    AARP
    Acumen Solutions, Inc.
    Amazon.com, Inc.
    APISOURCE
    Blue State Digital
    California Department of Community Services and Development
    The California Wellness Foundation
    Centene Foundation for Quality Healthcare
    Chapman Cubine and Hussey
    Chase Bank USA, N.A.
    The Commonwealth Fund
    Consumer Cellular, Inc.
    Consumer Technology Association
    Creative Artists Agency
    Corporation for National and Community Service
    Delta Dental Plans Association
    Easterseals
    Ewing Marion Kauffman Founation
    Family League of Baltimore
    Finnegan Family Foundation
    FleishmanHillard
    Focus Features
    Foremost Insurance Company
    Generation: You Employed, Inc.
    Golden State Opportunity Foundation
    The Hartford
    The Herb Block Foundation
    The Humana Foundation
    Internal Revenue Service
    Investor Protection Trust
    JetBlue Airways
    The John A. Hartford Foundation
    Jones Lang LaSalle IP, Inc.
    Keck Medicine of USC
    The Kresge Foundation
    Lenfest Foundation
    LSC Communications US, LLC
    Maine Health Access Foundation
    Missouri Department of Health and Senior Services
    The Morris & Gwendolyn Cafritz Foundation
    National Caucus and Center on Black Aging, Inc.
    National Older Worker Career Center
    New York Life Insurance Company
    NextFifty Initiative
    Onshore Outsourcing
    Parker Health Group, Inc.
    The Patricia Kind Family Foundation
    The Pew Charitable Trusts
    Ralph C. Wilson, Jr. Foundation
    The Retirement Research Foundation
    Robert R. McCormick Foundation
    Robert Wood Johnson Foundation
    The SCAN Foundation
    Steans Family Foundation
    SyApps, LLC.
    ThomasARTS LLC
    Toyota Motor Sales, U.S.A., Inc.
    TrueCar, Inc.
    U.S. Department of Agriculture
    U.S. Department of Justice
    U.S. Department of Labor
    UnitedHealthcare, Inc.
    WGL Holdings, Inc.
    Wells Fargo Foundation
    William Penn Foundation
    Willis Towers Watson

  • 2019 Opportunity Builders

    CHAMPION ($10,000+)

    Anonymous (3)
    The Carobus Family Foundation
    Marylyn Chambreau
    Robert & Jacquese Conaway
    Annette Franqui & Seth Werner
    Kathleen Hansen
    Jo Ann Jenkins
    Lloyd E. & Junaita Johnson
    In Memory of Dr. Helmuth W. Kutta
    Mr. & Mrs. Shlomo Rechnitz
    Deborah Ross
    Lisa Marsh Ryerson
    Doris Salati
    In Memory of Beverly M. Talley & In Honor of the Major Gifts Team
    Glenn & Jackie Tilton

    LEADER ($5,000-$9,999)

    Anonymous (5)
    Peggy Beckham
    Elizabeth Burton
    Janis Calton
    Joseph & Emily Coughlin
    Charline Dave
    Ruth Feinberg
    Fourlin Memorial Foundation
    Diane Froot
    Nancy & Sid Ganis
    Frank Geefay
    Ralph Haines
    Martha & Richard Hayes
    Karyn Honigsfeld
    William Lathers
    Barbara Lindstrom
    Janet Malcolm
    Diane D. Miller
    S. Ogburn
    Daniel Phelan
    Diane Pratt
    Rita Przygocki
    Kollivakkam Raghavan
    Connie & John Rakoske
    Donna M. Rand
    Jesse R. Rubalcaba
    Joan Ruff
    Libby Sartain
    John Schultz
    Simple Actions Family Foundation
    Donald G. Smith, Jr.
    Susan Werth & Bernard Silver
    Beth & David Whitehead

    ALLY ($2,500-$4,999)

    Anonymous (5)
    David M. Adame
    David T. Albee
    The Angell Foundation
    The Honorable Patricia Banks
    Avinash Bapat
    Marlene Barrows
    Julie Bates
    Kathy Beasley
    Bob Blancato
    Thomas Bryan Daw
    Ann Giragosian Daw
    Steven DelVecchio
    K. James Ehlen, M.D.
    Robert Clinton Fox, Jr.
    Scott Frisch
    Mary Gans
    Catherine Alicia Georges
    Harold L. Gordon
    Frank Grimmbacher
    Rosalinda A. Guerra Perron
    Franklin & Jenny Guerrero
    Jaime P. & Linda M. Gutiérrez
    Bob & Sian Harris
    Jewell Hoover
    Harry & Karen Johnson
    Edna Kane-Williams
    Richard Klein
    Nancy LeaMond
    Richard Lee
    Stewart MacAulay
    Hugh & Marguerite MacDonald
    Marc McDonald
    Daniel McGann
    Karen & Brad Mercer
    Nancy Morris
    Shirley Myers
    Earl Nevels
    Keith Pippard
    Julie Purdy
    Nancy Reuscher
    Toby Ritter
    Tara Isa Koslov & William Alvarado Rivera
    Ernest Robertson
    Barbara Service
    Patricia D. Shannon & Bruce A. Peters
    Heather & Tim Sherman
    Jay Stuart
    Ellen Taaffe
    Gale Thomsen
    Edward Thymes
    Sandra E. Ulsh
    Stephen Venute
    Tom & Pam Woehrle
    Patricia Wright
    Chenyu Yen

    SUPPORTER ($1,000 - $2,499)

    Anonymous (43)
    Agarwal Family Foundation
    Fareed Ahmed
    E. Ailshie
    Alice Akan
    Andrea Alexander
    James Alexander
    Ken Alich
    Jon Altpeter
    George Alvarez-Correa
    Rawle Andrews, Jr.
    Leo & Cindy Asen
    Phyllis Astros
    Laura Atkinson
    Homer Bale
    Ruby Bacardi
    Hans Bagge
    Judith Bailey
    Bonnie Bain
    Ancil Baird, Jr.
    Robert & Susan Baker
    Helene Banks
    Barry Barbash
    Diane Barlow-Vincent
    Mario Barrera
    Earl Bartley
    Mr. James Beach
    Gloria Bentley
    Edith Berg
    Robert Berg
    Laurence Boschetto
    N. Brand
    Lawrence Braun
    Richard Brelsford
    Edith Briskin
    Dori Brown
    Lorrin Brown
    Joel & Shelby Brunt
    Marian Bukrinsky
    Marjorie Cabbagestalk
    Jed Callen
    Harold Calvert
    Corinne Campbell
    Paul Cantor
    John Capotosto
    K. Carrai
    Karen Castle
    Hilda Cearense
    Leona Chanin
    Maureen Chelius
    Francis Chiozza
    Donnie Clark
    Gail Clark
    Kelly Clark
    Lee Clark & David Watson
    Joseph E. & Margreta Claunch, Jr.
    George & Andrea Conklin
    Ms. Susan B. Conley
    Maureen Conners
    Michael Cox
    Efleda Cuartero
    Lauren & Dudley Currie
    Gretchen M. Dahlen & Greg Thelen
    Patricia Daley
    Judy Dalton
    Elsie Dascoli
    Richard Davies
    Vickie Davies
    Lloyd R. & Caroline De Llamas
    Mary Deck
    Cynthia & Phil Deland
    Arthur & Christine Denton
    Cathy Disch
    John T. Doyle
    James Dresser
    D. Robert Drucker
    Harriet Druskin
    Keith Dufrane
    Jerine Dunham
    David Dunn
    James & Jacquelin Dunn
    Don Durham
    George Dutton
    Lois W. Dyk
    Mary Jo Eagen
    Mary Edwards
    Julian Eidson
    Elizabeth Ellard
    Kenneth J. Emery, Jr.
    Willy Evans
    Robert Fairfield
    Terry Fallon
    A. Fanette
    Kevin Fein
    Daniel Fennerty
    Michael Ferry
    Michael Festa
    Catherine Fiddes
    Frances Fields
    Nancy Fitzgerald
    Harry Flasher
    Catherine Fleischner
    John Forte
    Vici Foster
    K.T. Foust
    Alan Fowler
    Mary Fowler
    Dexter Fowles
    Debra Frank
    B.L. Franzoy
    Robert Friedman
    Thomas Fusco
    Judyth Gaddie
    Edwin Gailliard
    Harry Gallagher
    Maryse Gartner, In Memory of Andre & Bernadette Najar
    William Gentemann
    Eberhard Gerlach
    Sandy Givens
    Brian & Veronica Glynn
    Barbara Golson
    Richard Grable
    Joseph Grassi
    Vincent Greene
    Joe Gribas
    Roger Gritton
    Claudio W. Gualtieri
    Walter Halen
    Alice N. Hall
    Bruce Hall
    Alan Hanson
    Jim Harre & Kristine Harriger
    Charles Hartzheim
    Nabil Hatoum
    Dean Hayden
    Steven Healey
    Jeff Hebert
    Barbara Heggie
    Janice Hensiek
    Harry Herr
    Dick Hess
    Susan Heyman
    Dennis Hill
    John Hinton
    H. & Elise Danino Hirshberg
    Carlene Hodges
    Capt. Frank Holmes, Ret.
    Denton V. Holmes
    Elton & Esther Homan
    Anna Houchin
    Elton Houston
    David Hsu
    Virginia Huey
    Richard Hughes
    Shirley Hughes
    Harriett Huls
    Jenn Inge
    Lynn Innerhofer
    Gay Jackson
    John Jackson & Priscilla Byrd
    Linda Jackson
    Barbara Jeffries
    Ava Jensen
    David Jesionowski
    Duane Johnson
    Kay Jones
    Paul W. Jones
    Charles Kane
    Albert Kang
    Tziporah Kasachkoff
    J. Kasper
    Maureen Keating
    Elodie Keene
    Alan Keeny
    Mr. Michael Keller & Ms. Pamela Sousa
    Mr. Richard M. Kelly
    Timothy M. Kelly
    Anup Khattar
    John Kibblehouse
    Robert & Karen Kindel
    James Kirschbaum
    Larry & Rosemary Klinkle
    Elizabeth Kniazewycz
    Hans Koch
    Rita Kohorst
    Philip S. Kramer
    Miodrag Kukrika
    Richard Kulp
    Julie Kung
    Mary Kupczyk
    Mary Lacaria
    James B. Lam
    Neal Lane
    George Leal
    Lorence E. & Judith Leetzow
    Mrs. Carey Leimbach
    Mary Leith
    Ronald E. Leone
    Kwong Li
    Nancy Liebschutz
    Rebecca Little
    FengJung Lo
    Kevin Lofton
    Ilse Lohrer
    Robert Longway
    Janet Looney
    Stanley Lou
    Darryl Lovett
    Julia Lundstrom
    Norma Lussier
    Hugh Lynch
    Katherine MacAri
    Lori MacDonald
    David Mack
    Gregory Mackenzie & Anna Mackenzie
    John Mahoney
    Lisa Mann & Ellen Fink
    Mark Marmion
    Marcia Marshall
    Mr. C. Randolph Marshall
    Bobby Martin
    Stacie A. Martlatt
    Susan D. Martynec
    Mei-Ling Mason
    Thomas Mason
    Herrick Massie III & Claudia Massie
    JoAnn Matthews
    Lillian McCain
    Virginia McConnell
    Jeffrey McEver
    John McGowan
    Norinne McKinney
    Tim McPherson
    John Meissner
    Dennis Menendez
    Joseph Michiels
    Cindy Miller
    Jay Miller
    Margaret Miller
    Melvin Miller
    Stephen Missall
    Chilukuri Mohan & Sudha Kailar
    Khadijat Mojidi
    Harley Monson
    Nathaniel Moore
    Joann Moorefield
    David C. Mores
    Daniel Moye
    William S. Moyer
    Edwin & Wilhelmina Mumau
    Jane Munro
    Neil Myntti
    Masao Nakaiye
    Robert Nakata
    Leo Ndina
    Noe Neaves
    Mary Ng
    Nicolas Nicolaidis
    Lillie Nimmer
    Heidi Nitze
    C. Noall
    Paul O'Connor
    Diane O'Neal
    Cynthia Onukogu
    Lawrence & Bonnie Oosterhouse
    Shirley E. O'Reilly
    John O'Steen
    Eliot Ostrow
    Jessica Palmer
    Peter Papasifakis
    Michael Pargee
    David Patrishkoff
    Yvette Peña
    Ricky Perkins
    Gloria Perucca
    Nikki Peters
    Irving Picard
    Willie Pindle
    Stephen Pinney
    Daniel R. & Caroline Pisani
    Robert Poley
    Ann Poll
    Jacob Ponshock
    Elizabeth Popoola
    Joe W. Powell
    Lori Prince
    Donald Putning
    Antoinette Randolph
    Howard Reynolds
    Cassandra Rivers
    William Rivers
    Charles Roach, Jr. & Saadet Roach
    Leonard Roberts
    Altagracia Rodriguez
    Andrew Rodriguez
    John Roebel
    Lois Roelofs
    Colleen Rogel
    Vicki P. Rollins
    Alan Rolph
    Ellen Rosenbaum
    Dennis Rosenthal
    Marilyn Rosskam
    William Rowe
    Nancy Rudolph
    Gloria Rutter
    Deborah Ryan
    Philip Ryan
    Ruth Ryan
    Riisa Rymer
    Kenneth Saber
    Dr. John Sanders
    Robert Sanders
    Patricia Sawyer
    William Schildgen
    Thomas Schmidt
    Todd Schnick
    Martha Schrader
    Eugene Schrawder
    Anita Schultz
    Margot K. Schulz
    Ronald Schwarcz
    Antoinette Scurti
    Gopalaiengar Sheshadri
    Carol Siemens
    Richard Skiles
    David Smith
    James Smith
    Rita D. Smith
    Jose Sobrino & Maria Arraiza
    Jennifer Sorg
    Claudette Spalding & Ray Pinto
    Virginia Spangler
    Christine Splichal
    Ollie St. Clair
    Clarence E. Stanley
    Allen Steck
    Jim Stepherd
    Mr. & Mrs. Seymour Y. Sternberg
    Stephanie Strickland
    Keith & Catherine Swaby
    Greg Swalwell & Terrence Connor
    Winnie Tai
    Cynthia Tanton
    Risa Tatarsky
    Doriseve Thaler
    Isabelle Thompson
    Elisa Torres
    Richard Toth
    Carol Trani
    Najeeb Uddin
    Erica Ueland
    Donald R. Uher
    Sandra C. Uhrhammer
    Union City, NJ
    Thomas Uttormark
    Jeannie Uyeda
    Paul Uyeshiro
    Jose Velez
    John Venneman
    Beatrice Vicks
    Daniel Walden
    Jack Walker
    Lynette Waltner
    Linda M. Ward-Fitzhugh
    Emily Wasser
    David Watta
    Ron Weis
    Kenneth Weiss
    Judith Welch
    Gary & Margaret Wendlandt
    John Wendler
    Lucille Werlinich
    Debra Whitman
    Mary Wilens
    Linda & Mark Wilford
    Charles Wilhelm
    Clair Williams
    Marcia Williams
    Nancy Wirth
    Homer Wolfe
    C. Kalina Wong
    Boe & Carol Workman
    Kenneth Wyckoff
    Fred & Kathy Zanoff
    Phil Zarlengo Ph.D.
    Jacqueline Zwirner

  • 2019 Legacy Society

    *Denotes Deceased Donor

    Anonymous (792)
    Ms. Alice E. Smith-Abaté
    *The Henry Acad Trust
    David T. Albee
    *The Estate of Lynda M. Albert
    Dale A. Arceneaux
    Thomas J. Audley
    *The Estate of Donald August
    Edgar E. Beck III
    *The Joanne Bennett Trust
    *The Estate of Emily H. Bour
    Carmen C. Briggs
    Shelley Buckingham
    Marian Bukrinsky
    Kay Burch
    *The Estate of Larry Claude Burgoon
    Leopoldo & Mary E. Buttinelli
    Jane D. Caminis
    *The Estate of Charles E. Chambers
    *The Estate of Judy Theresa Charles
    Lorinda Cheng Arashiro
    *Marion Clement
    Col. James M. Compton
    Richard T. Corvetti
    John R. Crane
    *The Estate of Marion Crowe
    *The Estate of Carmen L. Cruz
    Christine M. Cruz
    Mrs. Brigitte Curtis
    *The Mary K. Cusack Trust
    *Aila G. Dawe
    Virginia D'Lamatter
    Eugene V. Doty
    D. Robert Drucker
    *The Theophil Walter Dusek Trust
    *Evelyn & *George F. Eckhardt, Jr.
    *Dixie Blackstone Eger Charitable Remainder Annuity Trust
    *Philip Ellgen
    *The Estate of Connie A. Esposito
    *John C. & *Genevieve Fairval
    *Wilma S. Firsich
    *The Estate of Joan D. Flavin
    *The Fong Family Revocable Trust
    Stephen T. Franco
    *The Estate of Fred C.N. Fredericks
    Mario G. Garcia
    *Sid & *Betty Garvais
    *The Barbara Joan Geist Trust
    *Mr. & Mrs. Stuart B. Gerber
    *Alice S. Gillisse
    Jo. M. Gledhill & *Richard L. Bowman
    *The Estate of Hope H. Glidden
    Myona L. Glover
    P.K. Govind & Sally L. Luckenbach
    Sharman L. Greber
    Betty Lou Gross
    Carmen Gutierrez
    Robert & *Lawanda Hanson
    *Ethel G. Harris
    *Hazel E. Hart
    Carol A. Henry
    Harriet M. Herb
    *Alicia O. Hernandez
    *The Carolyn A. High Trust
    Sharon Hodgson
    Linda Jo C. Hoholik
    Ida M. Holtsinger
    Virginia E. Washington
    *The Alan C. Johnson Charitable Trust
    Larry Johnson
    *The Estate of Adeline Kyoko Kano
    Norma Kershaw
    Tong Yong (Andrew) Keum
    *The Estate of Kenneth H. Kintopf
    Loretta Krause
    In Memory of Dr. Helmuth W. Kutta
    *The Estate of Kenneth L. Ladd
    *The Estate of Erling Lagerholm
    *The Estate of William Leidy
    The Dorothy E. Leithead Charitable Trust
    Judith Lender
    Emily Ellen Markgraf
    *Miss Pat
    Ellen M. Lockhoff
    Thomas W. Lockhoff
    *The Estate of Warren I. Lopresti
    *Robert Luth
    Manuel J. Sr. & Gloria E. Mathew
    *Sara C. McGahan
    *Jennie R. Medlin
    Allen & *Linda Minsky
    *George Mitchell
    James E. Moore
    *The Estate of May Moore
    Boyd J. Mudra
    *The Estate of Barbara Mulholland
    William M. Myers, Jr.
    Ruth Nolte
    Anthony & Shirley Onesto
    *The Estate of William Keith Parlour
    Margot Joy Patrick
    *The Rose Penn Trust
    Ms. Carmen E. Perry
    Leon N. Phelps, Sr.
    Jeanne Phillips & Bill Pendergraft
    *In Memory of Karl Herrick Elwyn Pinks
    *Hernando Pinzon-Isaza
    Eleanor Pirozek
    *The Estate of Robert Poley
    *The Estate of Sandra Premrou
    *The Estate of Saundra Price
    *The Estate of Larry G. Rand
    *Ed & *Jeanette Ray
    Dennis Reis
    *The Estate of Ronald Richardson
    *Julie Robinson
    *Frank & *Maria Robinson
    Mrs. Helen P. Rogers
    *The Estate of Andrew Romay
    *The Estate of Julia Ross
    William Rowe
    *The Estate of Michael Schinagel
    Joseph R. Selby
    John A. Sena
    *The Estate of Georgia B. Senior
    Heather R. Sherman
    Erica N. Shockley
    *The Estate of Joseph W. Showalter
    *The Estate of Ruth Belton Sloan
    *The Estate of William O. Smedley
    Mary Stahl
    *Morton Stanson
    In memory of Mrs. Beatrice M. Stevens & Sadie R. Stevens
    Peggy P. Stevenson
    *June R. Strachan
    *The Gerald Edward & *Guyola Marie Stutzman Trust
    Thomas H. Stutzman
    Anthony Testagrose & Margaret Dau
    In Memory of Mr. & Mrs. Charlie Thomas, Jr.
    Patricia L. Tolbert
    Thomas Tomkiewicz
    *The Estate of Amy Emiko Uyemura
    Susan Valletta
    *The William H. Van Dusen, Jr. Trust
    Sharon R. Villano
    Alexander Volk
    *The Louis A. Wagner Trust
    *The Joy Washington Probating Trust
    Beth & David Whitehead
    Huora L. Williams
    *The Estate of Sharon Elizabeth Wineholt

  • This summary of financial information has been extracted from the AARP Foundation audited financial statements for the year ending December 31, 2019, and on which an independent public accounting firm expressed an unmodified opinion.
     

  • Financial Position

    STATEMENTS OF FINANCIAL POSITION
    As of December 31, 2019, and December 31, 2018 (in thousands)

    ASSETS 2019 2018
    Cash and cash equivalents 23,090 12,071
    Contributions receivable, net 2,100 684
    Grants receivable 11,484 8,579
    Prepaid expenses and other assets 1,120 2,402
    Investments 534,484 389,043
    Charitable gift annuity investments 5,210 4,815
    Program-related investments, net 6,166 5,900
    Property and equipment, net 14,997 15,836
    Total Assets 598,651 439,330
    LIABILITIES
    Accounts payable and accrued expenses 29,061 21,275
    Deferred revenue 171 3,305
    Due to affiliates 7,200 116
    Charitable gift annuities payable 3,050 3,055
    Bonds payable 25,000 25,000
    Total Liabilities 64,482 52,751
    NET ASSETS
    Net assets without donor restrictions:
    Undesignated 29,396 18,029
    Board-designated quasi-endowment 23,940 19,989
    Board-designated operating reserves 58,752 57,469
    Total net assets without donor restrictions: 112,088 95,487
    Net assets with donor restrictions 422,081 291,092
    Total Net Assets 534,169 386,579
    Total Liabilities and Net Assets 598,651 439,330
  • Statements of Activities

    STATEMENTS OF ACTIVITIES
    For the years ending December 31, 2019, and December 31, 2018 (in thousands)

    OPERATING REVENUE 2019 2018
    Grant revenue 103,158 92,667
    Contributions 160,743 154,709
    In-kind contributions 55,082 53,087
    Investment income designated for operations 5,191 4,564
    Other 1,387 1,134
    Total Operating Revenue 325,561 306,161
    EXPENSES
    Program Services:
    SCSEP 105,995 102,660
    Tax-Aide 22,184 14,564
    Experience Corps 12,593 12,801
    Impact areas and other programs 45,557 40,337
    Legal Advocacy 6,008 5,659
    Total Program Services 192,337 176,021
    Supporting Services
    Fundraising 26,938 25,662
    Management and general 21,116 21,138
    Total Supporting Services 48,054 46,800
    Total Expenses 240,391 222,821
    Changes in Net Assets from Operations 85,170 83,340
    OTHER CHANGES IN NET ASSETS
    Investments (loss) return in excess of amounts designated for operations 62,610 (21,390)
    Changes in value of charitable gift annuities (190) (32)
    Change in Net Assets 147,590 61,918
    Net Assets, Beginning of Year 386,579 324,661
    Net Assets, End of Year 534,169 386,579
  • Sources and Uses of Funds

    AARP Foundation receives funding from multiple sources, including public support, grants and AARP. Eighty-one cents of every dollar the Foundation spends goes to our important programs and services to improve the quality of life for vulnerable older adults in communities across the country.

    Revenue by Category

    49%

    Contributions

    32%

    Grant Revenue

    17%

    In-Kind Contributions

    2%

    Investment Income and Other

    Functional Expenses

    80%

    Programs

    11%

    Fundraising

    9%

    Management and General