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      <Desc>Senior Planet is the name of the award-winning set of program experiences through which OATSengages a diverse array of older adults and the organizations that serve them across America. Individual Senior Planet participants share a collective commitment to "Aging with Attitude and their active participation in the world-class programming that OATS delivers through a variety ofdelivery channels sparks measurable changes in outlook and behavior that produce outcomes in specific dimensions of a senior's life: increased social connection, improved health, greater financial security, more active participation as citizens and advocates, and access to new pathways to creativity.While OATS itself delivers Senior Planet programs in person in several key US markets and virtually at seniorplanet.org, the organization also offers a unique licensing program that enables hundreds of qualified community-based sites to provide in-person Senior Planet experiences to older residents in their local urban, suburban, and rural communities in more than 35 states across America.Below is a summary of the key accomplishments of OATS in 2024.2024 Key Projects:Senior Planet provided over 670,000 engagements to new and returning participants through our virtual, in-person, and licensing programs.Senior Planet offered over 3,400 live online classes in 2024, with participants representing all fifty states engaging in these programs over 430,000 times. Senior Planet also expanded its online programming and hotline hours to include Saturdays, marking the first time the organization has consistently offered weekend programming in its history. Fitness offerings continued to be popular among older adult participants. OATS continued live-streaming wellness classes on the Senior Planet YouTube channel and celebrated another year of the Senior Planet Sponsored Athlete program.Senior Planet centers in Plattsburgh, NYC, and Denver maintained their operations, while in-person training continued through partners in Texas, Maryland, and California . The organization also continued delivering in-person programs in collaboration with AARP state offices across the country. The newest Senior Planet Center in Miami, Florida officially opened its doors to participants in March of 2024. Senior Planet Miami will offer area residents continuous opportunities to access, use, and learn about new and emerging technologies and how to harness their power to improve their lives and communities - all in a safe and welcoming environment. Expansion of the Senior Planet Licensing Program:The Senior Planet licensing program powerfully equips local organizations across the country with the tools to help older adults access technology and use it to enhance their lives. Through an adaptable program model, the Senior Planet licensing structure works with community-based organizations to develop local trainers to deliver Senior Planet's proprietary curriculum and bring Senior Planet's world-class programs to older adults in their area. In 2024, the Senior Planet Licensing program grew to over 450 licensing sites nationwide, covering 35 states. Thought Leadership Highlights:OATS expanded its work in 2024 to support the growing need for access to digital literacy training for older adults across the country. In August 2024, OATS worked with the AARP Hawaii State Office to support the Generations Magazine Aging in Place Conference on Oahu. Senior Planet trainer Sherlyn Freeman led three live classes at the conference on topics including smart homes, digital wallets and streaming &amp; smart TVs. In addition to participating at the conference, OATS West Regional Program Manager Ryan Kawamoto led a meeting with stakeholders, and Sherlyn taught two classes on AI and privacy management on Maui.In October 2024, OATS Executive Director Tom Kamber attended the Grantmakers in Aging conference in Detroit alongside the Director of Strategy of the Humana Foundation Keni Winchester. Together they presented on digital literacy, aging, and collaborative partnerships - and addressed the importance of bridging the digital divide for older adults.Press and Media Highlights: In 2024, OATS was selected as a Platinum Winner in the 2024 AVA Digital Awards for its "Aging with Attitude and Gratitude" video highlighting a Senior Planet licensing program partner in upstate New York. The video also garnered a 2024 Silver Telly Award in the category of Branded Content - Not-for-profit. The AVA Digital Awards also labeled OATS a Gold Winner for "Solving for X at the End of Life" an op-ed written by OATS Executive Director Tom Kamber for Next Avenue about the desire of older adults to fill their final days with meaningful experiences and leave their affairs in order. OATS was also a recipient of a 2024 Distinction in the 30th Annual Communicator Awards for its 2023 Senior Planet Sponsored Athlete public relations campaign. This award recognizes the success that OATS achieved in telling the stories of five older adult fitness ambassadors from across the United States. With a focus on local, hometown pitching, OATS secured feature press highlights for all five team members.Featured Press Mentions:1. February 19, 2024 - Nonprofit Quarterly: Investing in Digital Literacy to Better the Health of America's Seniors2. April 2024 - 5280 Denver's Mile High Magazine: How Colorado is Addressing Its (Massive) Aging Population3. April 29, 2024 - CBS News: AARP's Senior Planet offers free tech courses for the 50+ set4. May 7, 2024 - TechCrunch: Microsoft and OpenAI launch $2M fund to counter election deepfakes5. June 12, 2024 - Woman's World: Experts' 7 Best Chair Exercises for Seniors That Improve Strength, Balance and Flexibility6. July 28, 2024 - Maui Now: AARP Hawai'i, Senior Planet offer free Tech Talk classes at Kaunoa Senior Center7. August 8, 2024 - WVNY-TV ABC 22 News: North Country, NY Emergency Preparedness Segment8. September 19, 2024 - CBS News: Mental health resources in the social media age - A Breaking the Stigma Special9. September 21, 2024 - Wired: The Best Tech Support Services for Seniors10. September 26, 2024 - Forbes: Why It's Time To Get Over The Broadband Affordability Fixation11. November 21, 2024 - KOAA News 5 Online: Technology hot line to help senior community navigate the internet, electronics 12. December 11, 2024 - Business Insider: A 59-year-old who prioritized work and family got fit after a health scare. Aged 72, he's a medal-winning athlete who works out dailyTo learn more about OATS and Senior Planet visit oats.org and SeniorPlanet.org</Desc>
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        <PersonNm>Najia Orr</PersonNm>
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        <PersonNm>Ginna Baik</PersonNm>
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      <Form990PartVIISectionAGrp>
        <PersonNm>Scott M Frisch</PersonNm>
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        <PersonNm>Sarah Shaw</PersonNm>
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      <Form990PartVIISectionAGrp>
        <PersonNm>Thomas Kamber</PersonNm>
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        <PersonNm>Frederick Fields</PersonNm>
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        <PersonNm>Alexander Glazebrook</PersonNm>
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        <PersonNm>Marisa Giorgi</PersonNm>
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        <PersonNm>Suzanne Myklebust</PersonNm>
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      <Form990PartVIISectionAGrp>
        <PersonNm>Ines Escandon</PersonNm>
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        <PersonNm>Jesse Werthman</PersonNm>
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      <ContractorCompensationGrp>
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          <BusinessName>
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      <ContractorCompensationGrp>
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          <BusinessName>
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      <ContractorCompensationGrp>
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          <BusinessName>
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          <USAddress>
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      <ContractorCompensationGrp>
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          <BusinessName>
            <BusinessNameLine1Txt>One Diversified Inc</BusinessNameLine1Txt>
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          <USAddress>
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        <ManagementAndGeneralAmt>18516</ManagementAndGeneralAmt>
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        <TotalAmt>7157</TotalAmt>
      </OtherIncome170Grp>
      <TotalSupportAmt>55406477</TotalSupportAmt>
      <GrossReceiptsRltdActivitiesAmt>5533045</GrossReceiptsRltdActivitiesAmt>
      <PublicSupportCY170Pct>0.56550</PublicSupportCY170Pct>
      <PublicSupportPY170Pct>0.63610</PublicSupportPY170Pct>
      <ThirtyThrPctSuprtTestsCY170Ind>X</ThirtyThrPctSuprtTestsCY170Ind>
    </IRS990ScheduleA>
    <IRS990ScheduleB documentId="RetDoc1234500001">
      <ContributorInformationGrp>
        <ContributorNum>RESTRICTED</ContributorNum>
        <ContributorBusinessName>
          <BusinessNameLine1>RESTRICTED</BusinessNameLine1>
        </ContributorBusinessName>
        <ContributorUSAddress>
          <AddressLine1>RESTRICTED</AddressLine1>
          <AddressLine2>RESTRICTED</AddressLine2>
          <City>RESTRICTED</City>
          <State>RESTRICTED</State>
          <ZIPCode>RESTRICTED</ZIPCode>
        </ContributorUSAddress>
        <TotalContributionsAmt>RESTRICTED</TotalContributionsAmt>
      </ContributorInformationGrp>
    </IRS990ScheduleB>
    <IRS990ScheduleC documentId="RetDoc1039700001">
      <VolunteersInd>0</VolunteersInd>
      <PaidStaffOrManagementInd>0</PaidStaffOrManagementInd>
      <MediaAdvertisementsInd>0</MediaAdvertisementsInd>
      <MailingsMembersInd>0</MailingsMembersInd>
      <PublicationsOrBroadcastInd>0</PublicationsOrBroadcastInd>
      <GrantsOtherOrganizationsInd>0</GrantsOtherOrganizationsInd>
      <DirectContactLegislatorsInd>1</DirectContactLegislatorsInd>
      <DirectContactLegislatorsAmt>183050</DirectContactLegislatorsAmt>
      <RalliesDemonstrationsInd>0</RalliesDemonstrationsInd>
      <OtherActivitiesInd>0</OtherActivitiesInd>
      <TotalLobbyingExpendituresAmt>183050</TotalLobbyingExpendituresAmt>
      <NotDescribedSection501c3Ind>0</NotDescribedSection501c3Ind>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Part II-B, Line 1:</FormAndLineReferenceDesc>
        <ExplanationTxt>Lobbyists were retained to handle budget, regulatory and compliance issues of importance to OATS.</ExplanationTxt>
      </SupplementalInformationDetail>
    </IRS990ScheduleC>
    <IRS990ScheduleD documentId="RetDoc1040000001">
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        <DepreciationAmt>1301061</DepreciationAmt>
        <BookValueAmt>2287592</BookValueAmt>
      </LeaseholdImprovementsGrp>
      <OtherLandBuildingsGrp>
        <OtherCostOrOtherBasisAmt>647182</OtherCostOrOtherBasisAmt>
        <DepreciationAmt>241066</DepreciationAmt>
        <BookValueAmt>406116</BookValueAmt>
      </OtherLandBuildingsGrp>
      <TotalBookValueLandBuildingsAmt>2693708</TotalBookValueLandBuildingsAmt>
      <OtherAssetsOrgGrp>
        <Desc>ROU Operating Lease</Desc>
        <BookValueAmt>3823905</BookValueAmt>
      </OtherAssetsOrgGrp>
      <TotalBookValueOtherAssetsAmt>3823905</TotalBookValueOtherAssetsAmt>
      <OtherLiabilitiesOrgGrp>
        <Desc>ROU Operating Lease</Desc>
        <Amt>4318029</Amt>
      </OtherLiabilitiesOrgGrp>
      <OtherLiabilitiesOrgGrp>
        <Desc>Due to Affiliates</Desc>
        <Amt>1736996</Amt>
      </OtherLiabilitiesOrgGrp>
      <TotalLiabilityAmt>6055025</TotalLiabilityAmt>
      <FootnoteTextInd>X</FootnoteTextInd>
      <TotalRevEtcAuditedFinclStmtAmt>22897036</TotalRevEtcAuditedFinclStmtAmt>
      <DonatedServicesAndUseFcltsAmt>4210839</DonatedServicesAndUseFcltsAmt>
      <RevenueNotReportedAmt>4210839</RevenueNotReportedAmt>
      <RevenueSubtotalAmt>18686197</RevenueSubtotalAmt>
      <RevenueNotReportedFinclStmtAmt>0</RevenueNotReportedFinclStmtAmt>
      <TotalRevenuePerForm990Amt>18686197</TotalRevenuePerForm990Amt>
      <TotExpnsEtcAuditedFinclStmtAmt>19971011</TotExpnsEtcAuditedFinclStmtAmt>
      <DonatedServicesUseFcltsAmt>4210839</DonatedServicesUseFcltsAmt>
      <ExpensesNotReportedAmt>4210839</ExpensesNotReportedAmt>
      <ExpensesSubtotalAmt>15760172</ExpensesSubtotalAmt>
      <ExpensesNotRptFinclStmtAmt>0</ExpensesNotRptFinclStmtAmt>
      <TotalExpensesPerForm990Amt>15760172</TotalExpensesPerForm990Amt>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Part X, Line 2:</FormAndLineReferenceDesc>
        <ExplanationTxt>OATS has determined that there are no significant uncertain tax positions that require recognition or disclosure in the financial statements.</ExplanationTxt>
      </SupplementalInformationDetail>
    </IRS990ScheduleD>
    <IRS990ScheduleI documentId="RetDoc1041900001">
      <GrantRecordsMaintainedInd>1</GrantRecordsMaintainedInd>
      <RecipientTable>
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          <BusinessNameLine1Txt>3 Leaf Literacy Leadership and Learning Institute</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>5209 Clubview Drive</AddressLine1Txt>
          <CityNm>Dallas</CityNm>
          <StateAbbreviationCd>TX</StateAbbreviationCd>
          <ZIPCd>75232</ZIPCd>
        </USAddress>
        <RecipientEIN>522416615</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>6000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>All Hands Cultural Community Center</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>302 Tulsa Street</AddressLine1Txt>
          <CityNm>Wichita Falls</CityNm>
          <StateAbbreviationCd>TX</StateAbbreviationCd>
          <ZIPCd>76301</ZIPCd>
        </USAddress>
        <RecipientEIN>833867072</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>6000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Austin Area Urban League Inc</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>8011 Cameron Road Ste A 100</AddressLine1Txt>
          <CityNm>Austin</CityNm>
          <StateAbbreviationCd>TX</StateAbbreviationCd>
          <ZIPCd>78754</ZIPCd>
        </USAddress>
        <RecipientEIN>741890518</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>6000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Baltimore County Maryland</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>400 Washington Avenue Rm 150</AddressLine1Txt>
          <CityNm>Towson</CityNm>
          <StateAbbreviationCd>MD</StateAbbreviationCd>
          <ZIPCd>21204</ZIPCd>
        </USAddress>
        <RecipientEIN>526000889</RecipientEIN>
        <IRCSectionDesc>Government</IRCSectionDesc>
        <CashGrantAmt>10000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Be Better Not Bitter Inc</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>288 Derby Run</AddressLine1Txt>
          <CityNm>Dallas</CityNm>
          <StateAbbreviationCd>GA</StateAbbreviationCd>
          <ZIPCd>30132</ZIPCd>
        </USAddress>
        <RecipientEIN>811323642</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>6000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Big Brothers Big Sisters of the Sun Coast</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>5731 Rosin Way</AddressLine1Txt>
          <CityNm>Sarasota</CityNm>
          <StateAbbreviationCd>FL</StateAbbreviationCd>
          <ZIPCd>34233</ZIPCd>
        </USAddress>
        <RecipientEIN>591361826</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>5160</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Black Business Alliance Peoria Chapter Inc</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>2139 SW Adams Street</AddressLine1Txt>
          <CityNm>Peoria</CityNm>
          <StateAbbreviationCd>IL</StateAbbreviationCd>
          <ZIPCd>61602</ZIPCd>
        </USAddress>
        <RecipientEIN>474822225</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>6000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Broad River Business Alliance</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>1120 Briargate Circle 21851</AddressLine1Txt>
          <CityNm>Columbia</CityNm>
          <StateAbbreviationCd>SC</StateAbbreviationCd>
          <ZIPCd>29210</ZIPCd>
        </USAddress>
        <RecipientEIN>853456484</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>6000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>City of Chicopee</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>274 Front Steet Fl 3 Annex</AddressLine1Txt>
          <CityNm>Chicopee</CityNm>
          <StateAbbreviationCd>MA</StateAbbreviationCd>
          <ZIPCd>01013</ZIPCd>
        </USAddress>
        <RecipientEIN>046001385</RecipientEIN>
        <IRCSectionDesc>Government</IRCSectionDesc>
        <CashGrantAmt>10000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>City of Pottsboro</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>PO Box 477</AddressLine1Txt>
          <CityNm>Pottsboro</CityNm>
          <StateAbbreviationCd>TX</StateAbbreviationCd>
          <ZIPCd>75076</ZIPCd>
        </USAddress>
        <RecipientEIN>756003903</RecipientEIN>
        <IRCSectionDesc>Government</IRCSectionDesc>
        <CashGrantAmt>9000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>City of Tempe</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>20 E 6th Street</AddressLine1Txt>
          <CityNm>Tempe</CityNm>
          <StateAbbreviationCd>AZ</StateAbbreviationCd>
          <ZIPCd>85281</ZIPCd>
        </USAddress>
        <RecipientEIN>866000262</RecipientEIN>
        <IRCSectionDesc>Government</IRCSectionDesc>
        <CashGrantAmt>6000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>City of Wauwatosa</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>7725 W North Avenue</AddressLine1Txt>
          <CityNm>Wauwatosa</CityNm>
          <StateAbbreviationCd>WI</StateAbbreviationCd>
          <ZIPCd>53213</ZIPCd>
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        <RecipientEIN>396005650</RecipientEIN>
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        <CashGrantAmt>5160</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
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        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>7525 W Greenfield Avenue</AddressLine1Txt>
          <CityNm>West Allis</CityNm>
          <StateAbbreviationCd>WI</StateAbbreviationCd>
          <ZIPCd>53214</ZIPCd>
        </USAddress>
        <RecipientEIN>396005651</RecipientEIN>
        <IRCSectionDesc>Government</IRCSectionDesc>
        <CashGrantAmt>5160</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Clare Oaks</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>825 Carillon Drive</AddressLine1Txt>
          <CityNm>Bartlett</CityNm>
          <StateAbbreviationCd>IL</StateAbbreviationCd>
          <ZIPCd>60103</ZIPCd>
        </USAddress>
        <RecipientEIN>010729134</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>5160</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Colorado State University Foundation</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>300 University Services Center</AddressLine1Txt>
          <CityNm>Fort Collins</CityNm>
          <StateAbbreviationCd>CO</StateAbbreviationCd>
          <ZIPCd>80523</ZIPCd>
        </USAddress>
        <RecipientEIN>237098397</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>10000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Connections Area Agency On Aging Inc</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>300 W Broadway Ste 240</AddressLine1Txt>
          <CityNm>Council Bluffs</CityNm>
          <StateAbbreviationCd>IA</StateAbbreviationCd>
          <ZIPCd>51503</ZIPCd>
        </USAddress>
        <RecipientEIN>421146108</RecipientEIN>
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        <CashGrantAmt>5160</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>County of Davidson</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
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          <CityNm>Lexington</CityNm>
          <StateAbbreviationCd>NC</StateAbbreviationCd>
          <ZIPCd>27292</ZIPCd>
        </USAddress>
        <RecipientEIN>566000294</RecipientEIN>
        <IRCSectionDesc>Government</IRCSectionDesc>
        <CashGrantAmt>10000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Delaware County Literacy Council</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>2217 Providence Avenue</AddressLine1Txt>
          <CityNm>Chester</CityNm>
          <StateAbbreviationCd>PA</StateAbbreviationCd>
          <ZIPCd>19013</ZIPCd>
        </USAddress>
        <RecipientEIN>237423599</RecipientEIN>
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        <CashGrantAmt>6000</CashGrantAmt>
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        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
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      <RecipientTable>
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          <BusinessNameLine1Txt>Designstyles and Co LLC</BusinessNameLine1Txt>
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        <USAddress>
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          <CityNm>Morrow</CityNm>
          <StateAbbreviationCd>GA</StateAbbreviationCd>
          <ZIPCd>30260</ZIPCd>
        </USAddress>
        <RecipientEIN>853493399</RecipientEIN>
        <CashGrantAmt>6000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Durham Center for Senior Life</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
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          <CityNm>Durham</CityNm>
          <StateAbbreviationCd>NC</StateAbbreviationCd>
          <ZIPCd>27701</ZIPCd>
        </USAddress>
        <RecipientEIN>560886647</RecipientEIN>
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        <CashGrantAmt>6000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Rebuild Communitites NC</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
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          <CityNm>Henderson</CityNm>
          <StateAbbreviationCd>NC</StateAbbreviationCd>
          <ZIPCd>27536</ZIPCd>
        </USAddress>
        <RecipientEIN>922749125</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>6000</CashGrantAmt>
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        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Family Service Center of Houston and Harris County</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
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          <CityNm>Houston</CityNm>
          <StateAbbreviationCd>TX</StateAbbreviationCd>
          <ZIPCd>77270</ZIPCd>
        </USAddress>
        <RecipientEIN>741152613</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>6000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Fill My Cup</BusinessNameLine1Txt>
        </RecipientBusinessName>
        <USAddress>
          <AddressLine1Txt>8512 Ballard Hills Court</AddressLine1Txt>
          <CityNm>Charlotte</CityNm>
          <StateAbbreviationCd>NC</StateAbbreviationCd>
          <ZIPCd>28215</ZIPCd>
        </USAddress>
        <RecipientEIN>680504774</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>6000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Forsyth County Board Commissioners</BusinessNameLine1Txt>
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        <USAddress>
          <AddressLine1Txt>110 E Main Street</AddressLine1Txt>
          <CityNm>Cumming</CityNm>
          <StateAbbreviationCd>GA</StateAbbreviationCd>
          <ZIPCd>30040</ZIPCd>
        </USAddress>
        <RecipientEIN>586000828</RecipientEIN>
        <IRCSectionDesc>Government</IRCSectionDesc>
        <CashGrantAmt>10000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Fresno County Economic Opportunities</BusinessNameLine1Txt>
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        <USAddress>
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          <StateAbbreviationCd>CA</StateAbbreviationCd>
          <ZIPCd>93721</ZIPCd>
        </USAddress>
        <RecipientEIN>941606519</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>50000</CashGrantAmt>
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        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Gervonni Cares Inc</BusinessNameLine1Txt>
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        <USAddress>
          <AddressLine1Txt>10332 W Crown King Road</AddressLine1Txt>
          <CityNm>Tolleson</CityNm>
          <StateAbbreviationCd>AZ</StateAbbreviationCd>
          <ZIPCd>85353</ZIPCd>
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        <RecipientEIN>852229689</RecipientEIN>
        <IRCSectionDesc>501(c)(3)</IRCSectionDesc>
        <CashGrantAmt>6000</CashGrantAmt>
        <NonCashAssistanceAmt>0</NonCashAssistanceAmt>
        <PurposeOfGrantTxt>Grant to support OATS' Senior Planet Program</PurposeOfGrantTxt>
      </RecipientTable>
      <RecipientTable>
        <RecipientBusinessName>
          <BusinessNameLine1Txt>Heritage Place of Indianapolis Inc</BusinessNameLine1Txt>
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        <TotalCompensationFilingOrgAmt>209132</TotalCompensationFilingOrgAmt>
        <TotalCompensationRltdOrgsAmt>16759</TotalCompensationRltdOrgsAmt>
        <CompReportPrior990FilingOrgAmt>0</CompReportPrior990FilingOrgAmt>
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      <RltdOrgOfficerTrstKeyEmplGrp>
        <PersonNm>Suzanne Myklebust</PersonNm>
        <TitleTxt>Director - Communications</TitleTxt>
        <BaseCompensationFilingOrgAmt>144265</BaseCompensationFilingOrgAmt>
        <CompensationBasedOnRltdOrgsAmt>0</CompensationBasedOnRltdOrgsAmt>
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        <OtherCompensationFilingOrgAmt>285</OtherCompensationFilingOrgAmt>
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        <TotalCompensationFilingOrgAmt>192345</TotalCompensationFilingOrgAmt>
        <TotalCompensationRltdOrgsAmt>16859</TotalCompensationRltdOrgsAmt>
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        <CompReportPrior990RltdOrgsAmt>0</CompReportPrior990RltdOrgsAmt>
      </RltdOrgOfficerTrstKeyEmplGrp>
      <RltdOrgOfficerTrstKeyEmplGrp>
        <PersonNm>Ines Escandon</PersonNm>
        <TitleTxt>Director - Impact &amp; Learning</TitleTxt>
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        <CompensationBasedOnRltdOrgsAmt>0</CompensationBasedOnRltdOrgsAmt>
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        <OtherCompensationFilingOrgAmt>555</OtherCompensationFilingOrgAmt>
        <OtherCompensationRltdOrgsAmt>0</OtherCompensationRltdOrgsAmt>
        <DeferredCompensationFlngOrgAmt>6375</DeferredCompensationFlngOrgAmt>
        <DeferredCompRltdOrgsAmt>15347</DeferredCompRltdOrgsAmt>
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        <TotalCompensationFilingOrgAmt>182933</TotalCompensationFilingOrgAmt>
        <TotalCompensationRltdOrgsAmt>15347</TotalCompensationRltdOrgsAmt>
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        <CompReportPrior990RltdOrgsAmt>0</CompReportPrior990RltdOrgsAmt>
      </RltdOrgOfficerTrstKeyEmplGrp>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Part I, Line 5</FormAndLineReferenceDesc>
        <ExplanationTxt>Older Adults Technology Services 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.</ExplanationTxt>
      </SupplementalInformationDetail>
    </IRS990ScheduleJ>
    <IRS990ScheduleO documentId="RetDoc1044400001">
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Form 990, Part VI, Section A, line 7a</FormAndLineReferenceDesc>
        <ExplanationTxt>The AARP Chief Executive Officer (or his or her designee) appoints and/or approves voting members of the OATS board of directors. Directors may also be appointed by the AARP Chief Executive Officer (or his or her designee) at any regular or special meeting of the Board. Any vacancy on the Board occurring during the year, including a vacancy created by an increase in the number of Directors, may be filled at any meeting of the Board by a determination of the AARP Chief Executive Officer (or his or her designee). All prospective members of the OATS board will be subject to the screening protocols for board members of AARP Affiliates.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Form 990, Part VI, Section A, line 7b</FormAndLineReferenceDesc>
        <ExplanationTxt>The AARP Chief Executive Officer (or his or her designee) appoints and/or approves voting members of the OATS board of directors. Directors may also be appointed by the AARP Chief Executive Officer (or his or her designee) at any regular or special meeting of the Board. Any vacancy on the Board occurring during the year, including a vacancy created by an increase in the number of Directors, may be filled at any meeting of the Board by a determination of the AARP Chief Executive Officer (or his or her designee). All prospective members of the OATS board will be subject to the screening protocols for board members of AARP Affiliates. The By-Laws of the Corporation may be altered, amended or repealed only after written approval by the AARP Chief Executive Officer (or his or her designee) and by either the unanimous consent of the Board of Directors, or by majority vote of the Directors then in office at the Annual Meeting or other duly called and held meeting of the Board, the written notice for which shall set forth the proposed alteration.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Form 990, Part VI, Section B, line 11b</FormAndLineReferenceDesc>
        <ExplanationTxt>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 Older Adults Technology Services Executive Director, Group Controller, and other accounting management. 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 electronically filed with the Internal Revenue Service.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Form 990, Part VI, Section B, line 12c</FormAndLineReferenceDesc>
        <ExplanationTxt>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 appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors) and the Ethics &amp; Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Ethics &amp; Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Form 990, Part VI, Section B, line 15</FormAndLineReferenceDesc>
        <ExplanationTxt>Form 990, Part VI, Line 15a and b - Through its shared services agreement with AARP, OATS participates in AARP's enterprise-wide compensation reviews. AARP has a competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape in which AARP and its affiliates compete for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third-party compensation firm, internal criteria, and an individual's actual performance and contribution. Internal criteria are 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 award programs. This process applies to all employees of OATS including the Executive Director. The total compensation package for executive positions is regularly benchmarked against comparable executive positions using independently published compensation survey data and independent executive consultants. The Executive Director's compensation package is reviewed and discussed by select board members and then approved by the Board Chair. The compensation package for OATS executive management is also reviewed by the Board Chair.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Form 990, Part VI, Section C, line 18</FormAndLineReferenceDesc>
        <ExplanationTxt>The organization provides copies of IRS Form 990 upon request by contacting the organization at (718) 360-1707 or email to info@oats.org. The Form 990 is also made available on its website.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Form 990, Part VI, Section C, line 19</FormAndLineReferenceDesc>
        <ExplanationTxt>Governing documents, conflict of interest policy, and audited financial statements are available upon request.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>Form 990, Part XI, line 9:</FormAndLineReferenceDesc>
        <ExplanationTxt>Rounding adjustment -1.</ExplanationTxt>
      </SupplementalInformationDetail>
    </IRS990ScheduleO>
    <IRS990ScheduleR documentId="RetDoc1043400001">
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        <DisregardedEntityName>
          <BusinessNameLine1Txt>AARP (consolidated)</BusinessNameLine1Txt>
        </DisregardedEntityName>
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          <AddressLine1Txt>601 E Street NW</AddressLine1Txt>
          <CityNm>Washington</CityNm>
          <StateAbbreviationCd>DC</StateAbbreviationCd>
          <ZIPCd>20049</ZIPCd>
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        <EIN>951985500</EIN>
        <PrimaryActivitiesTxt>Social welfare org. dedicated to persons over 50 years of age</PrimaryActivitiesTxt>
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      </IdRelatedTaxExemptOrgGrp>
      <IdRelatedTaxExemptOrgGrp>
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          <BusinessNameLine1Txt>AARP Foundation</BusinessNameLine1Txt>
        </DisregardedEntityName>
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          <AddressLine1Txt>601 E Street NW</AddressLine1Txt>
          <CityNm>Washington</CityNm>
          <StateAbbreviationCd>DC</StateAbbreviationCd>
          <ZIPCd>20049</ZIPCd>
        </USAddress>
        <EIN>520794300</EIN>
        <PrimaryActivitiesTxt>Public charity dedicated to person over 50 at social and economic risk</PrimaryActivitiesTxt>
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      <IdRelatedTaxExemptOrgGrp>
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          <BusinessNameLine1Txt>Legal Counsel for the Eldery</BusinessNameLine1Txt>
        </DisregardedEntityName>
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          <CityNm>Washington</CityNm>
          <StateAbbreviationCd>DC</StateAbbreviationCd>
          <ZIPCd>20049</ZIPCd>
        </USAddress>
        <EIN>521194741</EIN>
        <PrimaryActivitiesTxt>Public charity providing legal assistance/education to DC elderly residents</PrimaryActivitiesTxt>
        <LegalDomicileStateCd>DC</LegalDomicileStateCd>
        <ExemptCodeSectionTxt>501(c)(3)</ExemptCodeSectionTxt>
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      <IdRelatedTaxExemptOrgGrp>
        <DisregardedEntityName>
          <BusinessNameLine1Txt>Wish of a Lifetime</BusinessNameLine1Txt>
        </DisregardedEntityName>
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          <AddressLine1Txt>303 East 17th Ave Ste 850</AddressLine1Txt>
          <CityNm>Denver</CityNm>
          <StateAbbreviationCd>CO</StateAbbreviationCd>
          <ZIPCd>80203</ZIPCd>
        </USAddress>
        <EIN>262123649</EIN>
        <PrimaryActivitiesTxt>Shift how society values seniors by granting lifelong wishes</PrimaryActivitiesTxt>
        <LegalDomicileStateCd>CO</LegalDomicileStateCd>
        <ExemptCodeSectionTxt>501(c)(3)</ExemptCodeSectionTxt>
        <PublicCharityStatusTxt>509(a)(1)</PublicCharityStatusTxt>
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      <IdRelatedTaxExemptOrgGrp>
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          <BusinessNameLine1Txt>AARP Insurance Plan</BusinessNameLine1Txt>
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          <AddressLine1Txt>601 E Street NW</AddressLine1Txt>
          <CityNm>Washington</CityNm>
          <StateAbbreviationCd>DC</StateAbbreviationCd>
          <ZIPCd>20049</ZIPCd>
        </USAddress>
        <EIN>526069387</EIN>
        <PrimaryActivitiesTxt>Grantor trust for AARP</PrimaryActivitiesTxt>
        <LegalDomicileStateCd>DC</LegalDomicileStateCd>
        <ExemptCodeSectionTxt>501(c)(4)</ExemptCodeSectionTxt>
        <PublicCharityStatusTxt>N/A</PublicCharityStatusTxt>
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      <IdRelatedOrgTxblCorpTrGrp>
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          <StateAbbreviationCd>DC</StateAbbreviationCd>
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          <StateAbbreviationCd>DC</StateAbbreviationCd>
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          <BusinessNameLine1Txt>AARP Inc - cash contributions</BusinessNameLine1Txt>
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      <TransactionsRelatedOrgGrp>
        <OtherOrganizationName>
          <BusinessNameLine1Txt>AARP Inc - grant awards</BusinessNameLine1Txt>
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        <OtherOrganizationName>
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        </OtherOrganizationName>
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      </TransactionsRelatedOrgGrp>
      <TransactionsRelatedOrgGrp>
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          <BusinessNameLine1Txt>AARP Inc - in-kind rent</BusinessNameLine1Txt>
        </OtherOrganizationName>
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        <MethodOfAmountDeterminationTxt>costs incurred</MethodOfAmountDeterminationTxt>
      </TransactionsRelatedOrgGrp>
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        <OtherOrganizationName>
          <BusinessNameLine1Txt>AARP Inc - rent</BusinessNameLine1Txt>
        </OtherOrganizationName>
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        <InvolvedAmt>604196</InvolvedAmt>
        <MethodOfAmountDeterminationTxt>sublease cost</MethodOfAmountDeterminationTxt>
      </TransactionsRelatedOrgGrp>
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        <OtherOrganizationName>
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        <MethodOfAmountDeterminationTxt>grant agreement</MethodOfAmountDeterminationTxt>
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      <TransactionsRelatedOrgGrp>
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          <BusinessNameLine1Txt>Andrus Insurance Fund Inc</BusinessNameLine1Txt>
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        <MethodOfAmountDeterminationTxt>insurance premium paid</MethodOfAmountDeterminationTxt>
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  </ReturnData>
</Return>