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Older Adults Technology Services

Foundation · Grantmaker New York, NY EIN: 55-0882599 Website

Older Adults Technology Services (OATS), based in New York, NY, is a public charity founded in 2004. Its mission is to harness the power of technology to change the way we age. Through Senior Planet from AARP, OATS provides in-person and online programs and works with community organizations to bring technology training and related experiences to older adults.

Key facts about Older Adults Technology Services

In short: Older Adults Technology Services gave $489K across 41 grants in 2025 (avg $12K), top state California. Source: 2025 IRS Form 990.

EIN
55-0882599
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$489,320
Grants made (2025)
41
Average grant
$11,935
Median grant
$10,000
Total assets
$16,207,586
Primary geography
California (18% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$16.2M

+6.9% YoY

Annual Giving

$489K

+18.6% YoY

Grant Count

41

-10.9% YoY

Avg Grant Size

$12K

+33.1% YoY

How Older Adults Technology Services gives

  • 24% of 2025 grantees were also funded in 2024. Method
  • Giving fell 29% from 2022 to 2025. Method

Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

OATS’s stated mission is to “harness the power of technology to change the way we age.” Its flagship program, Senior Planet, engages older adults and organizations serving them through technology education, training, and community-building programs. OATS also offers consulting and advisory services to corporations, institutions, and government entities on programs involving older adults and technology.

The 2025 grants listed in the filing were designated to support OATS’s Senior Planet Program. Past grantees illustrate the range of organizations receiving support. Fresno County Economic Opportunities describes its mission as empowering low-income families and individuals toward self-sufficiency; Vivalon says it advances independence, health, and quality of life for older adults and people with disabilities; and Mid-State Literacy Council says it provides adult basic literacy and English-language instruction.

Grantmaking

In filing year 2025, OATS reported 41 grants totaling $489,320. Grants ranged from $5,500 to $30,000, with a median of $10,000. The listed grants supported OATS’s Senior Planet Program.

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Geographic Focus

Where this funder awards grants

OATS describes Senior Planet as serving older adults across America. In 2025, its licensing program covered 39 states, and its online classes drew participants from all 50 states. OATS also reported operating Senior Planet centers in Miami, Plattsburgh, and Denver, with in-person training through partners in Texas, Maryland, and California.

The 2025 grants were distributed across multiple states; the largest shares of grant dollars went to California and Illinois (18% each), followed by Texas (11%), Indiana (10%), and Florida (9%).

Grant Distribution by State

24states

Share of all 41 itemized 2025 grant dollars.

Cities

DallasHoustonPhiladelphiaChicagoColumbiaBartlettCharlotteChesterCouncil BluffsDurhamFresnoGaryHendersonLos AngelesMilwaukeeMorrowNew OrleansOrlandoPeoriaPhoenix

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K0 grants20190 grants20200 grants202134 grants20221 grants202346 grants202441 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Cris Healthy Aging: $30KCris Healthy Aging$30KJo-Carroll Energy Inc (NFP): $30KJo-Carroll Energy Inc (NFP)$30KSenior Citizens Of Greater Dallas Inc: $23KSenior Citizens Of GreaterDallas Inc$23KEast Harris County Empowerment Council: $20KEast Harris County EmpowermentCouncil$20KFresno County Economic Opportunities: $20KFresno County EconomicOpportunities$20KLittle Brothers Friends Of The Elderly Boston Inc: $20KLittle Brothers Friends Of TheElderly Boston Inc$20KSenior Adult Activity Center Of The Phoenixville Area: $20KSenior Adult Activity CenterOf The Phoenixville Area$20KHeritage Place Of Indianapolis Inc: $17KHeritage Place Of IndianapolisInc$17KIndiana University: $17KIndiana University$17KGoodwill Industries Of Southwest Florida: $14KGoodwill Industries OfSouthwest Florida$14K

Grant Size Distribution

122 grants across all recorded years

119<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cris Healthy Aging Danville, ILGrant to support OATS' Senior Planet Program$30,000
Jo-Carroll Energy Inc (NFP) Elizabeth, ILGrant to support OATS' Senior Planet Program$30,000
Senior Citizens Of Greater Dallas Inc Dallas, TXGrant to support OATS' Senior Planet Program$23,000
East Harris County Empowerment Council Houston, TXGrant to support OATS' Senior Planet Program$20,000
Fresno County Economic Opportunities Fresno, CAGrant to support OATS' Senior Planet Program$20,000
Little Brothers Friends Of The Elderly Boston Inc Boston, MAGrant to support OATS' Senior Planet Program$20,000
Senior Adult Activity Center Of The Phoenixville Area Phoenixville, PAGrant to support OATS' Senior Planet Program$20,000
Heritage Place Of Indianapolis Inc Washington, DCGrant to support OATS' Senior Planet Program$16,500
Indiana University Gary, INGrant to support OATS' Senior Planet Program$16,500
Goodwill Industries Of Southwest Florida Fort Myers, FLGrant to support OATS' Senior Planet Program$14,160

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants reported
2025 $16,207,586 $15,870,195 $15,792,950 $489,320 (41 grants)
2024 $15,158,472 $18,686,197 $15,760,172 $412,600 (46 grants)
2023 $10,594,747 $13,257,588 $13,044,313 $15,500 (1 grant)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10M$20M$30M2019202020212022202320242025
Metric202520242023
Total Assets$16,207,586$15,158,472$10,594,747
Revenue$15,870,195$18,686,197$13,257,588
Expenses$15,792,950$15,760,172$13,044,313
Qualifying Distributions———
Net Investment Income$154,223$67,535$123,031
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS July 21, 2020)
  2. Added Form 990 for fiscal year 2025 (received by the IRS June 12, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Neal Harrison as chair; Scott M Frisch as a director and AARP EVP–COO; and Amanda Del Balso Cantwell, Robert DiMatteo, Jared Goralnick, Anita L Holt, Jeannee Parker Martin, Aviva Sufian, Michele Thomas, and Najia Orr as directors. OATS states that the AARP Chief Executive Officer or designee appoints or approves voting board members.

Older Adults Technology Services is led by Thomas Kamber, Oats Executive Director since 2021 (on filings since 2019); 8 of 20 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Thomas Kamber

    Oats Executive Director

    Executive Director → Oats Executive Director, 2021

    On filings since 2019

    40 hrs/week

    $275K (2019) → $381K (2025)

  • Neal Harrison

    Chair

    Director → Interim Chair, 2024

    Interim Chair → Chair, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

  • Aaron Osgood

    Senior Director - Project Management

    Senior Director - Project Management → Senior Director - Project Mgm, 2023

    Senior Director - Project Mgm → Senior Director - Project Management, 2025

    On filings since 2020

    40 hrs/week

    $103K (2020) → $164K (2025)

  • Marisa Giorgi

    Senior Director - Curriculum

    Director Curriculum Development → Director - Curriculum, 2022

    Director - Curriculum → Senior Director - Curriculum, 2025

    On filings since 2020

    40 hrs/week

    $101K (2020) → $184K (2025)

  • Barbara Kelly

    Director - External Relations

    On filings since 2022

    40 hrs/week

    $131K (2022) → $148K (2025)

  • Jesse Werthman

    Senior Finance Director Treasurer

    Finance Director - Nyc → Senior Finance Director Treasurer, 2025

    On filings since 2023

    40 hrs/week

    $164K (2023) → $180K (2025)

  • Ines Escandon

    Director - Impact & Learning

    On filings since 2024

    40 hrs/week

    $160K (2024) → $163K (2025)

  • Amanda Del Balso Cantwell

    Director

    Chairperson → Director, 2021

    On filings since 2019

    1 hr/week

    No compensation reported

  • Aviva Sufian

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jared Goralnick

    Director

    Director → Secretary, 2020

    Secretary → Director, 2021

    On filings since 2019

    1 hr/week

    No compensation reported

  • Anita L Holt

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Robert DiMatteo

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Jeannee Parker Martin

    Director

    Director - → Director, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Michele Thomas

    Director

    Director - → Director, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Najia Orr

    Director

    Director - → Director, 2025

    On filings since 2024

    1 hr/week

    No compensation reported

  • Rigo Saborio

    Director

    Director - → Director, 2025

    On filings since 2024

    1 hr/week

    No compensation reported

  • Alexander Glazebrook

    Vice President - Program Operations

    Director of Training → Director - Operations, 2021

    Director - Operations → Vice President - Program Operations, 2023

    On filings since 2019

    40 hrs/week

    $130K (2019) → $259K (2025)

  • Frederick Fields

    Vp-Strat, Planning, Administrator & Treasurer

    Vice President - Strat, Planning, Administrator & Treasurer → Vice President - Strat, Planning & Administrator, 2024

    Vice President - Strat, Planning & Administrator → Vp-Strat, Planning, Administrator & Treasurer, 2025

    On filings since 2019

    40 hrs/week

    $220K (2019) → $459K (2025)

  • Sarah Shaw

    Aarp Senior Vice President - Secretary

    Secretary & Aarp Senior Vice President Legal → Aarp Senior Vice President - Secretary, 2025

    On filings since 2021

    1 hr/week

    No compensation reported

  • Scott M Frisch

    Aarp Executive Vice President - COO

    Director, Aarp Executive Vice President & COO → Aarp Executive Vice President - COO, 2025

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (16)
  • Former: Ginna Baik (2020–2024) — Chair
  • Former: Lenard Kaye (2020–2024) — Director
  • Former: Suzanne Myklebust (2022–2024) — Director - Communications
  • Former: Heidi Margulis (2019–2023) — Vice Chair -
  • Former: Jenny Wong (2020–2023) — Director -
  • Former: Abigail Stokes (2019–2021) — Director
  • Former: Fred Fields (2021) — Treasurer & Oats Vice President Strate
  • Former: Bobby DiMatteo (2019–2020) — Treasurer
  • Former: Charles M Davidson (2019–2020) — Director
  • Former: Don O'Connor (2019–2020) — Director
  • Former: Kimberly Harris (2019–2020) — Director of Programs
  • Former: Theresa Brooks (2019–2020) — Director
  • Former: Barbara Digangi-Kelly (2020) — Director Ext Relations
  • Former: Ange Burt (2019) — Director
  • Former: Kristine Rogers (2019) — Director
  • Former: Tej Shah (2019) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Frederick Fields — VP-Strat,Planning&Admin&Treasurer until 10/1/2025: $459KFrederick FieldsVP-Strat,Planning&Admin&Treasur……$459KThomas Kamber — OATS Executive Director: $381KThomas KamberOATS Executive Director$381KAlexander Glazebrook — VP - Program Operations: $259KAlexander GlazebrookVP - Program Operations$259KMarisa Giorgi — Senior Director - Curriculum: $184KMarisa GiorgiSenior Director - Curriculum$184KJesse Werthman — Senior Finance Director. Treasurer as of 11/19/25: $180KJesse WerthmanSenior Finance Director.…$180KAaron Osgood — Senior Director - Project Mgmt: $164KAaron OsgoodSenior Director - Project Mgmt$164KInes Escandon — Director - Impact & Learning: $163KInes EscandonDirector - Impact & Learning$163KBarbara Kelly — Director - External Relations: $148KBarbara KellyDirector - External Relations$148K

Contact

Mailing address: 236 West 30Th Street 8Th Floor, New York, NY 10001
Phone: (718) 360-1707
Website: https://oats.org

Frequently asked questions about Older Adults Technology Services

How much does Older Adults Technology Services give each year?

Older Adults Technology Services gave $489K across 41 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $413K across 46 grants.

What is Older Adults Technology Services's typical grant size?

Older Adults Technology Services's median grant in 2025 was $10,000, and its average grant was $11,935, across 41 grants on its 2025 IRS Form 990.

Where does Older Adults Technology Services give grants?

Older Adults Technology Services's top state is California, with 18% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were Illinois (18%) and Texas (11%). The most frequent recipient cities were Gary, IN (2 grants) and Los Angeles, CA (2 grants).

Does Older Adults Technology Services give general operating support?

Not in 2025: none of the 41 grants with a stated purpose on Older Adults Technology Services's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Grant to support OATS' Senior Planet Program" (41 grants).

Who are Older Adults Technology Services's largest grantees?

Older Adults Technology Services's largest 2025 grantees include Cris Healthy Aging ($30,000), Jo-Carroll Energy Inc (NFP) ($30,000) and Senior Citizens Of Greater Dallas Inc ($23,000), according to its 2025 IRS Form 990. Together they received 17% of its itemized 2025 grant dollars.

How large is Older Adults Technology Services?

Older Adults Technology Services reported $16.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $15.9M.

What does Older Adults Technology Services fund?

OATS’s stated mission is to “harness the power of technology to change the way we age.” Its flagship program, Senior Planet, engages older adults and organizations serving them through technology education, training, and community-building programs. OATS also offers consulting and advisory services to corporations, institutions, and government entities on programs involving older adults and technology. The 2025 grants listed in the filing were designated to support OATS’s Senior Planet Program.…

How do I apply for a grant from Older Adults Technology Services?

In filing year 2025, OATS reported 41 grants totaling $489,320. Grants ranged from $5,500 to $30,000, with a median of $10,000. The listed grants supported OATS’s Senior Planet Program. Among the largest 2025 awards were $30,000 each to Cris Healthy Aging in Illinois and Jo-Carroll Energy Inc (NFP) in Illinois; $23,000 to Senior Citizens Of Greater Dallas Inc in Texas; and $20,000 each to East Harris County Empowerment Council in Texas, Fresno County Economic Opportunities in California, Little…

What is Older Adults Technology Services's EIN?

Older Adults Technology Services's EIN (Employer Identification Number) is 55-0882599. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

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