AARP Foundation FY2023 filing
Helps vulnerable adults over 50 overcome poverty by securing essential needs, reducing employment barriers, and fighting for their rights through legal advocacy and litigation. For fiscal year 2023 it reported $175.2M in revenue, $191.9M in expenses, and $635.6M in net assets.Pt I
- Founded
- 1961
- Type
- Public charity (501(c)(3)) · Human Services
- Location
- Washington, DC
- Website
- www.aarp.org/foundation
- Filings
- 5 on file (2020–2023)
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Summary of the Filing
Where the work happens
Workforce Programs provide direct services nationwide to adults seeking training and employment. This includes the AARP Foundation Senior Community Service Employment Program ("SCSEP") which matches unemployed adults over 55 with local non-profits and public agencies (host agencies) so they can increase skills and build self-confidence…
Tax and Credits programs provide free income tax preparation and property tax assistance to low and moderate income persons throughout the country. This includes AARP Foundation Tax Aide ("Tax-Aide") which delivers in-person and virtual tax preparation assistance to anyone, free of charge, with a focus on taxpayers who are over 50 and…
The AARP Foundation Legal Advocacy program ensures that older adults have a voice and proper representation in the legal system. The Foundation's attorneys file and support lawsuits that have a significant impact on senior poverty by reducing barriers to employment; increasing access to public and private benefits; protecting consumers…
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
Patricia D Shannon’s $493K as CFO & Senior Vice President is at the 64th percentile of top reported officer pay among 249 $100M+ human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| David Whitehead | — | $642,908 | $380,743 | — | — |
| Lisa Marsh Ryerson | — | — | — | $508,822 | $483,801 |
| Patricia D Shannon | $492,831 | — | — | $439,532 | $420,568 |
| Claire Casey | $490,291 | — | — | — | — |
| Patricia D Shannon | — | $463,762 | $450,062 | — | — |
| Claire Casey | — | $428,575 | — | — | — |
| Emily S Allen - SVP Programs | — | $390,855 | $362,139 | — | — |
| Emily S Allen | $386,451 | — | — | $358,542 | $336,388 |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 77% | — | — |
| Overhead ratio | 10% | — | — |
| Fundraising cost ratio | 16% | — | — |
| Revenue growth | -14% | — | — |
| Investment management fee ratio | 0.5% | — | — |
| Legal fee ratio | 0.3% | — | — |
| Accounting fee ratio | 0.09% | — | — |
| Fundraising fee ratio | 1% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
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Filings & Schedule Manifest
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Sources
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