2025-11-12T12:01:25-06:00 2024-12-31 331197384 ANDERSEN TAX LLC 350 SOUTH GRAND AVENUE STE 2000 LOS ANGELES CA 90071 990 2024-01-01 521194741 LEGAL COUNSEL FOR THE ELDERLY LEGA 2024346755 601 E STREET NW A9-238 WASHINGTON DC 20049 RHONDA CUNNINGHAM HOLMES EXECUTIVE DIRECTOR 2024346755 2025-11-12 1 0 PARVIN VAN ENGER P00955143 2135932300 2025-11-11 2024 2025-03-06 01:10:19Z AARP LEGAL COUNSEL FOR THE ELDERLY RHONDA CUNNINGHAM HOLMES 601 E STREET NW A9-238 WASHINGTON DC 20049 20281357 0 X WWW.AARP.ORG/LEGAL-COUSEL-FOR-ELDERLY X 1980 DC LEGAL COUNSEL FOR THE ELDERLY (LCE) CHAMPIONS THE DIGNITY AND RIGHTS OF LOW-INCOME D.C. RESIDENTS AGED 60 AND OLDER BY PROVIDING FREE LEGAL AND SOCIAL SERVICES TO DEFEND, PROTECT AND EMPOWER VULNERABLE SENIORS. LCE ACCOMPLISHES ITS MISSION BY PROMOTING ECONOMIC AND HEALTHCARE SECURITY, SUPPORTING AND ADVOCATING FOR TENANTS, PREVENTING AND DEFENDING AGAINST CONSUMER FRAUD AND FINANCIAL ABUSE (PARTICULARLY FOR HOMEOWNERS) AND RESOLVING COMPLAINTS AND ENSURING PROPER CARE FOR RESIDENTS IN LONG-TERM CARE FACILITIES. 13 10 83 78 0 0 8690825 8753413 14463 0 1374329 2860724 0 7749 10079617 11621886 0 150019 0 0 7657852 8739591 0 0 290518 1164750 1064086 8822602 9953696 1257015 1668190 89972925 101290160 2040467 2077752 87932458 99212408 X LEGAL COUNSEL FOR THE ELDERLY (LCE) CHAMPIONS THE DIGNITY AND RIGHTS OF LOW-INCOME D.C. RESIDENTS AGED 60 AND OLDER BY PROVIDING FREE LEGAL AND SOCIAL SERVICES TO DEFEND, PROTECT AND EMPOWER VULNERABLE SENIORS. LCE ACCOMPLISHES ITS MISSION BY PROMOTING ECONOMIC AND HEALTHCARE SECURITY, SUPPORTING AND ADVOCATING FOR TENANTS, PREVENTING AND DEFENDING AGAINST CONSUMER FRAUD AND FINANCIAL ABUSE (PARTICULARLY FOR HOMEOWNERS) AND RESOLVING COMPLAINTS AND ENSURING PROPER CARE FOR RESIDENTS IN LONG-TERM CARE FACILITIES. 0 0 8338998 150019 0 LCE ACCOMPLISHES ITS MISSION BY RESPONDING TO ALL INQUIRIES AND PROVIDING BRIEF LEGAL ADVICE, REFERRING POTENTIAL CLIENTS TO OTHER RESOURCES OR REPRESENTING CLIENTS THROUGH ONE OF SEVERAL PRACTICE AREAS FOCUSING ON: ECONOMIC AND HEALTHCARE SECURITY BY SECURING PUBLIC BENEFITS, RETIREMENT BENEFITS AND VETERANS' BENEFITS, AND ASSISTING WITH GUARDIANSHIPS AND PROBATING ESTATES; TENANT ADVOCACY AND SUPPORT THROUGH INTERVENING EARLY ON BEHALF OF ELDERLY TENANTS AT-RISK OF EVICTION, PRESERVING RENTAL VOUCHERS AND HOLDING LANDLORDS ACCOUNTABLE FOR REPAIRS AND MAINTENANCE OF THEIR PROPERTIES; CONSUMER FRAUD AND FINANCIAL ABUSE PREVENTION THROUGH ADVOCACY, EDUCATION AND OUTREACH TO HOMEOWNERS BY PROVIDING FORECLOSURE DEFENSE, TAX SALE INTERVENTION, DEBT COLLECTION DEFENSE AND REPRESENTING SENIORS VICTIMIZED BY SCAMS AND PREDATORS; PRO BONO ENGAGEMENT OF PRIVATE PRACTICE, CORPORATE AND GOVERNMENT ATTORNEYS TO PREPARE LIFE PLANNING DOCUMENTS SUCH AS WILLS AND POWERS OF ATTORNEY, AND TO HANDLE LITIGATION AND SYSTEMIC ADVOCACY CASES FOR RECURRING LEGAL ISSUES AND EDUCATIONAL OUTREACH; AND HOUSING THE DC OFFICE OF THE LONG-TERM CARE OMBUDSMAN TO RESPOND TO ANDINVESTIGATE COMPLAINTS OF RESIDENTS IN LONG-TERM CARE FACILITIES. IN ADDITION, LCE PUBLISHES EDUCATIONAL MATERIALS, CONDUCTS SEMINARS ON ISSUES IMPACTING THE ELDERLY AND PROVIDESEDUCATION ON MEDICARE FRAUD PREVENTION. 8338998 1 1 0 1 0 0 0 0 1 1 0 1 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 3 0 1 83 1 0 0 0 0 0 0 0 0 0 0 X 13 10 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MD VA X X AARP 2024346755 601 E STREET NW WASHINGTON DC 20049 KEVIN DONNELLAN MEMBER/ AARP EVP & CHIEF O 1.00 40.00 X 0 630155 64466 KRISTIN DILLON MEMBER / AARP SVP 1.00 40.00 X 0 512678 68588 EDNA KANE-WILLIAMS SECRETARY / AARP EVP 1.00 40.00 X X 0 548532 57075 PATRICE J HARRIS MEMBER 1.00 0.00 X 0 0 0 RICHARD F RILEY JR TREASURER 1.00 0.00 X X 0 0 0 PETER R KOLKER MEMBER 1.00 0.00 X 0 0 0 SARA KROPF MEMBER 1.00 0.00 X 0 0 0 JOSEPH M KOLAR MEMBER 1.00 0.00 X 0 0 0 ELIZABETH MITCHELL MEMBER 1.00 0.00 X 0 0 0 WILLIAM A ISAACSON MEMBER 1.00 0.00 X 0 0 0 DANIEL A CANTOR MEMBER 1.00 0.00 X 0 0 0 KAREN ELLIS CARR BOARD CHAIR 1.00 0.00 X X 0 0 0 MEREDITH FUCHS MEMBER 1.00 0.00 X 0 0 0 RHONDA CUNNINGHAM HOLMES EXECUTIVE DIRECTOR 40.00 0.00 X 287467 0 49489 TINA NELSON MGR - LEGAL AID ATTORNEY 40.00 0.00 X 180379 0 42554 MARK MILLER DIRECTOR - LTC OMB 40.00 0.00 X 192451 0 35180 JOANNE SAVAGE MGR - LEGAL AID ATTORNEY 40.00 0.00 X 161301 0 22645 WILLIAM M FETTWEIS DIRECTOR - DEVELOPMENT & C 40.00 0.00 X 166852 0 31971 PAUL RYBERG DIRECTOR - FINANCE & OPERATIONS 40.00 0.00 X 142198 0 26854 1130648 1691365 398822 19 0 1 0 MOVEMENT MATTERS LLC 3412 13TH ST NW WASHINGTON DC 20010 TRAINING & CONSULTING SERVICES 112500 1 93326 3028685 3263900 2367502 7184 8753413 1216101 1216101 10304094 8659471 1644623 1644623 1644623 MISCELLANEOUS INCOME 900099 7749 7749 7749 11621886 0 0 2868473 150019 150019 309512 69680 239832 6745806 6171539 439943 134324 244207 223035 17016 4156 904605 819483 71540 13582 535461 473748 53007 8706 15925 15715 210 62000 62000 273472 273472 62715 1984 34811 25920 276035 190042 6350 79643 42668 30416 6074 6178 43138 31411 9227 2500 131 131 107259 63236 33254 10769 737 42 695 24047 24047 MISCELLANEOUS EXPENSE 59590 38673 20896 21 TELECOMMUNICATION EXPEN 55092 47235 7857 0 PRINTING & POSTAGE 34460 12740 17001 4719 BANK FEES 6817 0 6817 0 9953696 8338998 1324180 290518 46203 65937 1475485 754521 489873 370059 648 68272572 76448407 19688144 23651236 89972925 101290160 1461677 1686305 578790 384174 7273 2040467 2077752 X 22887875 25172943 65044583 74039465 87932458 99212408 89972925 101290160 1668190 9611760 0 X 0 1 X 1 1 1 X 66346778 7798562 7982833 8690825 8753413 99572411 66346778 7798562 7982833 8690825 8753413 99572411 74106909 25465502 431042 2079512 1777863 994855 1216101 6499373 212506 7320 219826 106291610 35215 0.23960 0.22990 X PART II, SECTION B, LINE 10(C), OTHER INCOME: 2022 PARTNERSHIP K-1 INCOME $212,506 PART II, SECTION B, LINE 10(E), OTHER INCOME: 2024 MISCELLANEOUS INCOME $7,320 PART II, SECTION C, LINE 17A, FACTS AND CIRCUMNSTANCES TEST: IN DECEMBER 2020, LCE RECEIVED A ONE-TIME GIFT OF $60,000,000 FROM AN AFFILIATED ORGANIZATION, AARP. THIS GIFT WAS USED TO ESTABLISH A PERMANENT ENDOWMENT FUND. AS A RESULT OF THIS GIFT, LCE'S PUBLIC SUPPORT PERCENTAGE FELL BELOW 33.3%. WE EXPECT THE PUBLIC SUPPORT PERCENTAGE TO REMAIN BELOW 33.3% UNTIL 2025, WHICH IS THE PERIOD DURING WHICH THIS ONE-TIME GIFT WILL BE INCLUDED IN THE CALCULATION. THEREAFTER, WE EXPECT THE PERCENTAGE TO RETURN TO ABOVE 33.3%. THROUGHOUT THAT PERIOD, LCE EXPECTS TO CONTINUE TO RECEIVE FUNDING FROM DIVERSE SOURCES, INCLUDING AFFILIATED ORGANIZATIONS, GOVERNMENTS, FOUNDATIONS AND INDIVIDUAL DONORS. IN ADDITION, THE LCE GOVERNING BODY IS BROADLY REPRESENTATIVE OF THE COMMUNITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 120875 0 0 120875 0 PART II-B, LINE 1: 2024 LOBBYING/TESTIMONY ACTIVITIES: LEGAL COUNSEL FOR THE ELDERLY (LCE) PROVIDES VARIOUS TESTIMONY, COLLABORATION, AND REGULATORY WORK FOR ELDER RIGHTS RELATED TO INCOME SECURITY, HOUSING, FORECLOSURE, REAL PROPERTY TAXES, UTILITIES, RENTAL REGULATIONS, TENANTS' RIGHTS, ABUSE, NURSING HOME CARE, HOME HEALTH CARE AND BUDGETING FOR THESE AREAS. LCE'S EXECUTIVE DIRECTOR, MANAGERS AND SENIOR ATTORNEYS ATTENDED HEARINGS AND MEETINGS AS WELL AS PROVIDED ORAL AND/OR WRITTEN TESTIMONY TO THE DC HEALTH DEPARTMENT, DC HEALTHCARE FINANCE, DEPARTMENT OF BEHAVIORAL HEALTH, OFFICE OF TENANT ADVOCATE, DEPARTMENT OF CONSUMER AND REGULATORY AFFAIRS, DC HOUSING AUTHORITY, FAIR BUDGET COALITION, PUBLIC SERVICE COMMISSION, SOCIAL SECURITY ADMINISTRATION, DEPT OF HOUSING AND URBAN DEVELOPMENT, DC TAX REVISION COMMISSION, DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT, DEPARTMENT OF AGING AND COMMUNITY LIVING AND VARIOUS DC COUNCIL COMMITTEES. 0 1 X 71859699 9920748 30481 81749966 63040760 8846665 27726 71859699 75101490 -12038738 21992 63040760 66704016 8419312 21838 75101490 5963611 60001817 763758 25170 66704016 0.09469 0.90532 0 0 0 BNY INVESTMENT PORTFOLIO 23651236 F 23651236 X 27129313 9611759 6169140 15780899 11348414 273472 273472 11621886 15849364 6169140 6169140 9680224 273472 273472 9953696 PART IV, LINE 2B: THE CLIENT ESCROW ACCOUNT IS AN ACCOUNT USED FOR PURPOSES OF MAKING DEPOSITS OF MONEY FROM OR FOR CLIENTS WHERE THE MATTER IS PENDING BUT NOT RESOLVED. A TYPICAL EXAMPLE MIGHT BE A CLIENT WHO IS IN A DISPUTE WITH THE MORTGAGE HOLDER CONCERNING AMOUNT DUE. UNTIL THE EXACT DOLLAR AMOUNT IS AGREED TO ON SETTLING THE CASE, THE MONEY WILL REMAIN IN OUR CLIENT ESCROW AND ULTIMATELY PAID OUT IN ACCORDANCE WITH THE TERMS OF THE SETTLEMENT. PART V, LINE 4: BOARD-DESIGNATED QUASI-ENDOWMENT- LCE HAS A BOARD DESIGNATED QUASI-ENDOWMENT, WHICH WAS ESTABLISHED FROM FUNDS RECEIVED BY LCE AS A RECIPIENT OF CERTAIN UNCLAIMED MONIES FROM A SETTLEMENT OF A CLASS ACTION LAWSUIT AGAINST A WASHINGTON, DC CABLE COMPANY. THE FUNDS ARE INVESTED IN A BROAD-BASED PORTFOLIO COVERING MULTIPLE ASSET CLASSES. LCE USES THE INCOME DERIVED FROM THESE FUNDS TO SUPPORT CONSUMER PROTECTION ACTIVITIES FOR THE ELDERLY. LCE'S BOARD OF DIRECTORS APPROVES THE APPROPRIATION, IF ANY, FOR SPENDING BASED ON AN ANNUAL BUDGET. THE FAIR VALUE OF INVESTMENTS PERTAINING TO THIS ENDOWNMENT AT DECEMBER 31, 2024 TOTALED $7,185,311. LCE HAS ANOTHER BOARD DESIGNATED QUASI-ENDOWMENT TO FUND THE EXPENSES ASSOCIATED WITH EMPLOYING A LAW STUDENT AS A PART-TIME LAW CLERK TO SUPPORT LCE CASES. THE FUNDS ARE INVESTED IN A BROAD-BASED PORTFOLIO COVERING MULTIPLE ASSET CLASSES. THE FAIR VALUE OF INVESTMENTS PERTAINING TO THIS ENDOWMENT AT DECEMBER 31, 2024 TOTALED $555,190. DONOR-RESTRICTED ENDOWMENT- IN JANUARY 2018, LCE RECEIVED A GIFT TO ESTABLISH A DONOR-RESTRICTED ENDOWMENT FUND. IN ACCORDANCE WITH THE TERMS OF THE DONOR AGREEMENT, INVESTMENT INCOME FROM THE ENDOWMENT FUND WILL BE USED TO FUND EXPENSES ASSOCIATED WITH EMPLOYING LAW STUDENTS OR OTHER YOUNG ATTORNEYS WORKING ON SYSTEMIC REFORM OR THE OMBUDSMAN PROJECT. THE VALUE AT DECEMBER 31, 2024 IS $377,080. IN DECEMBER 2020, LCE RECEIVED $60,000,000 FROM AARP TO ESTABLISH A DONOR-RESTRICTED ENDOWMENT FUND. UNDER THE TERMS OF THE DONOR AGREEMENT, LCE IS REQUIRED TO FOREGO SPENDING ON THIS ENDOWMENT FUND, AND ADD ALL INVESTMENT INCOME TO THE CORPUS OF THE FUND, UNTIL A FUTURE DATE TO BE DETERMINED BY AARP. THE BALANCE OF THIS FUND AS OF DECEMBER 31, 2024 WAS $73,632,385. IN JANUARY 2022, LCE TRANSFERRED THESE FUNDS INTO LONG-TERM INVESTMENT VEHICLES, IN ACCORDANCE WITH ITS BOARD APPROVED INVESTMENT POLICIES. PART X, LINE 2: LCE HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES REPORTED AS CONTRA REVENUE IN THE FINANCIAL STATEMENTS 273,472. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES REPORTED AS CONTRA REVENUE IN THE FINANCIAL STATEMENTS 273,472. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 BNY INVESTMENT PORTFOLIO 23651236 0 0 0 0 0 0 23651236 0 23651236 1 0 0 1 0 0 SCHEDULE F, PART IV, QUESTIONS 1 AND 4 QUESTION 1: LEGAL COUNSEL FOR THE ELDERLY (LCE) INVESTS IN ALTERNATIVE INVESTMENT FUNDS, SOME OF WHICH ARE, OR MAY INVEST (DIRECTLY OR INDIRECTLY) IN, FOREIGN CORPORATIONS. LCE WILL FILE OTHER IRS FORMS IN CONNECTION WITH SUCH INVESTMENTS AS NECESSARY. QUESTION 4: LEGAL COUNSEL FOR THE ELDERLY (LCE) INVESTS IN ALTERNATIVE INVESTMENT FUNDS, SOME OF WHICH ARE, OR MAY INVEST (DIRECTLY OR INDIRECTLY) IN, PASSIVE FOREIGN INVESTMENT COMPANIES. LCE WILL FILE OTHER IRS FORMS IN CONNECTION WITH SUCH INVESTMENTS AS NECESSARY. 1 MOVEMENT MATTERS LLC 3412 13TH STREET NW WASHINGTON DC 20010 262210175 150000 0 SUBGRANTEE SUPPORTING THE LCE AND DC BAR FOUNDATION "ACCESS TO JUSTICE GRANT" 1 PART I, LINE 2: LEGAL COUNSEL FOR THE ELDERLY HAS WRITTEN GRANT AGREEMENTS IN PLACE WITH FINANCIAL AND PROGRAMMATIC REPORTING REQUIREMENTS. THE REPORTS ARE REVIEWED AND FINAL PAYMENTS ARE NOT MADE UNTIL ALL WORK HAS BEEN COMPLETED. 1 X X X 0 0 0 1 1 0 0 0 0 KEVIN DONNELLAN MEMBER/ AARP EVP & CHIEF O 0 461758 0 161539 0 6858 0 47024 0 17442 0 694621 0 0 EDNA KANE-WILLIAMS SECRETARY / AARP EVP 0 403111 0 138563 0 6858 0 47024 0 10051 0 605607 0 0 KRISTIN DILLON MEMBER / AARP SVP 0 398554 0 110918 0 3206 0 47024 0 21564 0 581266 0 0 RHONDA CUNNINGHAM HOLMES EXECUTIVE DIRECTOR 223187 0 61796 0 2484 0 11399 27444 10646 0 309512 27444 0 0 MARK MILLER DIRECTOR - LTC OMB 157533 0 31875 0 3043 0 7576 18240 9364 0 209391 18240 0 0 TINA NELSON MGR - LEGAL AID ATTORNEY 161390 0 17997 0 992 0 7176 17275 18103 0 205658 17275 0 0 WILLIAM M FETTWEIS DIRECTOR - DEVELOPMENT & C 138582 0 27996 0 274 0 6663 16041 9267 0 182782 16041 0 0 JOANNE SAVAGE MGR - LEGAL AID ATTORNEY 146823 0 13688 0 790 0 6420 15457 768 0 168489 15457 0 0 PAUL RYBERG DIRECTOR - FINANCE & OPERATIONS 141750 0 0 0 448 0 5670 13651 7533 0 155401 13651 0 0 PART I, LINE 5 LEGAL COUNSEL FOR THE ELDERLY PARTICIPATES IN AARP'S ENTERPRISE-WIDE COMPENSATION PLAN. UNDER THAT COMPENSATION PLAN, NUMEROUS ORGANIZATIONAL FACTORS ARE CONSIDERED IN EMPLOYEE COMPENSATION, ONE OF WHICH IS GROSS REVENUE OF AARP AND ITS AFFILIATES. FORM 990, PART VI, SECTION A, LINE 7A THE AARP CHIEF EXECUTIVE OFFICER APPOINTS THE VOTING MEMBERS OF THE LEGAL COUNSEL FOR THE ELDERLY BOARD OF DIRECTORS FOR SPECIFIED TERMS. FORM 990, PART VI, SECTION A, LINE 7B YES, ONLY WITH RESPECT TO BOARD APPOINTMENTS: THE AARP CHIEF EXECUTIVE OFFICER APPOINTS THE VOTING MEMBERS OF THE LEGAL COUNSEL FOR THE ELDERLY BOARD OF DIRECTORS FOR SPECIFIED TERMS. IF A MEMBER APPOINTED SHALL RESIGN, THE AARP CHIEF EXECUTIVE OFFICER SHALL APPOINT HIS/HER SUCCESSOR TO FILL THE REMAINDER OF THE TERM OF THE RESIGNED MEMBER. FORM 990, PART VI, SECTION B, LINE 11B 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 GROUP CONTROLLER AND LCE'S EXECUTIVE DIRECTOR. AFTER THIS THOROUGH REVIEW PROCESS, THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. AFTER ALL COMMENTS ARE ADDRESSED THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS AND 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 THE APPROPRIATE MANAGEMENT (OR IN THE CASE OF A BOARD MEMBER, THE BOARD CHAIR, AND IF NECESSARY THE BOARD OF DIRECTORS) AND THE ETHICS & COMPLIANCE OFFICE. THE APPROPRIATE RESOLUTION PLAN IS IMPLEMENTED (FOR EXAMPLE, RECUSAL FROM PARTICIPATING IN ANY DELIBERATIONS AND DECISIONS RELEVANT TO THE DISCLOSURE). THE LCE EXECUTIVE DIRECTOR AND THE ETHICS & COMPLIANCE OFFICE MONITORS COMPLIANCE WITH THESE REQUIREMENTS AND ENSURES PROPER FOLLOW-UP AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15A AS TO THE COMPARABILITY DATA, WHICH IS COLLECTED EVERY TWO TO THREE YEARS, LEGAL COUNSEL FOR THE ELDERLY (LCE) IS INCLUDED IN THE ESTABLISHED AARP EMPLOYEE PERFORMANCE MANAGEMENT SYSTEM. AARP HAS A TARGETED COMPETITIVE POSITION IN THE MARKETPLACE THAT CONSIDERS RELEVANT FOR-PROFIT AND NOT-FOR-PROFIT DATA SINCE THIS IS THE LANDSCAPE THAT 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 THE AARP PERFORMANCE MANAGEMENT APPROACH AND THEN REWARDED THROUGH THE AARP ANNUAL BASE PAY MERIT AND INCENTIVE AWARD PROGRAMS. THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF LCE IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE LCE BOARD OF DIRECTORS. NO PERSONS WITH A CONFLICT OF INTEREST ARE INVOLVED IN THE COMPENSATION REVIEW AND APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 LEGAL COUNSEL FOR THE ELDERLY MAKES THEIR FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON THEIR WEBSITE OR UPON REQUEST TO AARP'S OFFICE OF GENERAL COUNSEL. AARP (CONSOLIDATED) 601 E STREET NW WASHINGTON DC 20049 951985500 SOCIAL WELFARE ORG. DEDICATED TO PERSONS OVER 50 YEARS OF AGE DC 501(C)(4) N/A N/A 0 AARP FOUNDATION 601 E STREET NW 4TH FL WASHINGTON DC 20049 520794300 PUBLIC CHARITY DEDICATED TO PERSONS OVER 50 AT SOCIAL AND ECONOMIC RISK DC 501(C)(3) 509(A)(1) AARP 0 AARP INSURANCE PLAN 601 E STREET NW WASHINGTON DC 20049 526069387 GRANTOR TRUST FOR AARP DC 501(C)(4) N/A AARP 0 WISH OF A LIFETIME 303 EAST 17TH AVE STE 850 DENVER CO 80203 262123649 SHIFT HOW SOCIETY VALUES SENIORS BY GRANTING LIFELONG WISHES CO 501(C)(3) 509(A)(1) AARP 0 OLDER ADULTS TECHNOLOGY SERVICES 236 WEST 30TH STREET 8TH FLOOR NEW YORK NY 10001 550882599 HARNESS THE POWER OF TECHNOLOGY TO CHANGE THE WAY WE AGE NY 501(C)(3) 509(A)(1) AARP 0 AARP FINANCIAL SERVICE CORPORATION 601 E STREET NW WASHINGTON DC 20049 521367607 REAL ESTATE HOLDING COMPANY DE AARP C 0 AARP SERVICES INC (CONSOLIDATED) 620 F STREET NW WASHINGTON DC 20004 522141065 MARKETING AND RESEARCH DE AARP C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 AARP C 2978685 CASH CONTRIBUTIONS AARP - IN-KIND SHARED SERVICES M 3986935 ALLOCABLE COST AARP - IN-KIND RENT N 2107673 COST INCURRED AARP FOUNDATION C 50000 CASH CONTRIBUTIONS ANDRUS INSURANCE FUND LLC (INSURANCE) R 41527 PREMIUM PAID