AARP (EIN 951985500) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

Scott M Frisch

Phone

2024347578

Tax Period

2024-01-01 to 2024-12-31

AARP, founded in 1958, is a large national nonprofit in the Civil Rights & Advocacy sector that reported $11.0B in total revenue in fiscal year 2024. Revenue surged 530% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.2B, a strong 84% operating margin.

Mission

AARP is a nonprofit, nonpartisan organization empowering people to choose how they live as they age.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $394,574,011

Program Service Revenue $188,508,543

Investment Income $448,326,777

Other Revenue $9,937,751,589

TOTAL REVENUE $10,969,160,920

Expense Breakdown

Grants Paid $39,872,182

Salaries & Benefits $424,518,765

Fundraising Expenses $11,648,590

Program Expenses $1,501,227,514

Other Expenses $1,308,559,363

TOTAL EXPENSES $1,773,489,042

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,969,160,920	$1,741,888,321	+5.3%
Expenses	$1,773,489,042	$1,726,170,779	+0.0%
Net Income	$9,195,671,878	$15,717,542	+584.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

2187

Volunteers

20977

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$5,001,346

Total Directors

$3,294,528

Key Employees

$6,069,699

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lloyd Johnson	Board Chair	10.00	Director	$7,971	$0	$7,971
Margot James Copeland	First Vice Chair	5.00	Director	$0	$0	$0
Robert Blancato	Second Vice Chair	7.00	Director	$0	$0	$0
Joseph F Coughlin	Director	5.00	Director	$0	$0	$0
Jeffrey D Dunn	Director	5.00	Director	$0	$0	$0
Elizabeth Ellard	Director	5.00	Director	$0	$0	$0
Rosanna A Marquez	Director	5.00	Director	$913	$0	$913
Alan Murray	Director	5.00	Director	$0	$0	$0
Julio A Portalatin	Director - until 6/13/2024	5.00	Director	$0	$0	$0
Marie Quintero-Johnson	Director	5.00	Director	$0	$0	$0
Libby Sartain	Director	5.00	Director	$0	$0	$0
David Windley	Director	5.00	Director	$0	$0	$0
Jo Ann Jenkins	CEO (until 11/8/2024)	40.00	Officer Director	$2,746,855	$124,965	$2,871,820
Dr Myechia Minter-Jordan	CEO (as of 11/11/2024)	40.00	Officer Director	$400,117	$13,707	$413,824
Scott M Frisch	EVP & COO	40.00	Officer	$1,024,073	$75,492	$1,099,565
Nancy M Smith	EVP & Corporate Secretary	40.00	Officer	$567,032	$49,105	$616,137
Nancy A LeaMond	EVP - Advocacy & Engagemen	40.00	Key Emp	$879,502	$48,853	$928,355
Martha Boudreau	EVP & Chief Comm & Mktg (until 11/29/2024)	40.00	Key Emp	$771,916	$65,008	$836,924
Kevin Donnellan	EVP & Chief of Staff	40.00	Key Emp	$630,155	$64,466	$694,621
David C Morales	EVP & General Counsel	40.00	Key Emp	$587,580	$75,491	$663,071
Debra B Whitman	EVP & Public Policy Officer	40.00	Key Emp	$576,926	$75,493	$652,419
Edna Kane-Williams	EVP & Chief Diversity Officer	40.00	Key Emp	$548,532	$57,075	$605,607
Sami Hassanyeh	Interim EVP & Chief Comm & Mktg Off (as of 11/29)	40.00	Key Emp	$529,734	$64,465	$594,199
Karen L Mercer	SVP & AARP Treasurer	40.00	Key Emp	$466,489	$65,794	$532,283
Myrna Blyth	SVP & Editorial Director	40.00	Key Emp	$513,366	$48,854	$562,220
Kevin Belli	SVP - Financial Planning & Analysis	40.00	Highest	$535,062	$75,493	$610,555
Kristin Dillon	SVP - States & Community Engage	40.00	Highest	$512,678	$68,588	$581,266
Doris Dickens Gilliam	Associate General Counsel	40.00	Highest	$492,821	$62,178	$554,999
William J Sweeney	SVP Government Affairs	40.00	Highest	$490,780	$65,793	$556,573
John Francis Hishta	SVP Campaigns	40.00	Highest	$484,315	$64,462	$548,777

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$10,969,160,920	$1,773,489,042	$13,056,882,027	$9,195,671,878
2023	$1,741,888,321	$1,726,170,779	$3,677,175,849	$15,717,542
2022	$1,812,434,007	$1,721,115,142	$3,347,789,703	$91,318,865
2021	$2,000,787,159	$1,643,888,800	$3,470,371,816	$356,898,359
2020	$1,654,938,812	$1,599,645,724	$3,002,043,536	$55,293,088
2019	$1,752,770,442	$1,612,979,346	$2,781,538,281	$139,791,096
2019	$1,752,770,442	$1,612,979,346	$2,781,538,281	$139,791,096
2018	$1,834,948,495	$1,588,484,497	$2,483,898,934	$246,463,998

AARP