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ACTIVE RETIREMENT ASSOCIATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ACTIVE RETIREMENT ASSOCIATION (EIN 02-0367431)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-10-25
IRS object ID
202442999349200919
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-25T11:12:13-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020417217PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEONE MCDONNELL & ROBERTS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1273 LOCUST STREET SUITE 207AddressLine1Txt
CityDOVERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03820ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN020367431EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACTIVE RETIREMENT ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlACTIBusinessNameControlTxt
Phone6038283393PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 421AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03824ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMADELYN DUZINSKIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6038283393PhoneNum
Signature2024-10-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAUNA BROWN CPAPreparerPersonNm
PTINP01390350PTIN
Phone6037492700PhoneNum
Preparation2024-10-22PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.UNH.EDU/ARAWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$99,762GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$350ContributionsGiftsGrantsEtcAmt
Membership Dues$18,399MembershipDuesAmt
Investment Income$3,844InvestmentIncomeAmt
Other Revenue Total$77,169OtherRevenueTotalAmt
Total Revenue$99,762TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$950FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$3,525OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$3,115PrintingPublicationsPostageAmt
Other Expenses Total$87,968OtherExpensesTotalAmt
Total Expenses$95,558TotalExpensesAmt
Excess Or Deficit For Year$4,204ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$105,583NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$109,787NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$105,583BOYAmt
EOY$109,787EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$105,583BOYAmt
EOY$109,787EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$105,583BOYAmt
EOY$109,787EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE EDUCATIONAL AND OTHER ACTIVITIES OF INTEREST TO AREA RETIREES.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
APPROXIMATELY 79 ZOOM AND IN-PERSON MEETINGS WITH GUEST SPEAKERS COVERING VARIOUS TOPICS OF INTEREST TO MEMBERSHIP.$0$21,236
ELEVEN CULTURAL TOURS AND MISCELLANEOUS EXPENDITURES RELATING TO ACTIVITIES FOR MEMBERSHIP PARTICIPATION.$0$65,919
FieldValueIRS element (for citing)
Total Program Service Expenses$87,155TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM MAHONEY
VICE PRESIDENT4.00$0$0$0
ROBERT WOODWARD
BOARD MEMBER10.00$0$0$0
CATHERINE SCHIRMER
BOARD MEMBER5.00$0$0$0
DEBORAH FORSTER
BOARD MEMBER14.00$0$0$0
KATHY KOWLER
BOARD MEMBER18.00$0$0$0
NANCY WALKER
SECRETARY6.00$0$0$0
WILLEM DEVRIES
PRESIDENT6.00$0$0$0
MADELYN DUZINSKI
TREASURER16.00$0$0$0
WENDY BECKWITH
BOARD MEMBER2.00$0$0$0
SUSAN WAGNER
BOARD MEMBER4.00$0$0$0
LINDA LACROIX
BOARD MEMBER10.00$0$0$0
ANDREW CHRISTIE
BOARD MEMBER12.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MADELYN DUZINSKIBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11137 SOUTH STAddressLine1Txt
CityPORTSMOUTHCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03801ZIPCd
FieldValueIRS element (for citing)
Phone6038283393PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,790CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,075CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,265CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,394CurrentTaxYearMinus1YearAmt
Current Tax Year$18,749CurrentTaxYearAmt
Total$88,273TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,551CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,512CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$104,844CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,899CurrentTaxYearMinus1YearAmt
Current Tax Year$77,169CurrentTaxYearAmt
Total$290,975TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$69,341CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,587CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123,109CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$72,293CurrentTaxYearMinus1YearAmt
Current Tax Year$95,918CurrentTaxYearAmt
Total$379,248TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$379,248PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,034CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,107CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,072CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,544CurrentTaxYearMinus1YearAmt
Current Tax Year$3,844CurrentTaxYearAmt
Total$12,601TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,034CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,107CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,072CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,544CurrentTaxYearMinus1YearAmt
Current Tax Year$3,844CurrentTaxYearAmt
Total$12,601TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15CurrentTaxYearMinus3YearsAmt
Total$23TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,383CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,709CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$125,181CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$74,837CurrentTaxYearMinus1YearAmt
Current Tax Year$99,762CurrentTaxYearAmt
Total$391,872TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96780PublicSupportCY509Pct
Public Support PY5090.96740PublicSupportPY509Pct
Investment Income CY0.03220InvestmentIncomeCYPct
Investment Income PY0.02800InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 1,935. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,241. DESCRIPTION: CAP GAIN DISTRIBUTIONS. AMOUNT: 668. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,844.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: TOUR FEES. AMOUNT: 69,057. DESCRIPTION: HOSPITALITY. AMOUNT: 8,112. TOTAL TO FORM 990-EZ, LINE 8: 77,169.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMIN. AMOUNT: 400. DESCRIPTION: MISCELLANEOUS. AMOUNT: 195. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 4,710. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 1,728. DESCRIPTION: TOUR EXPENSE. AMOUNT: 64,362. DESCRIPTION: TECHNICAL SERVICES. AMOUNT: 1,251. DESCRIPTION: MEMBERSHIP. AMOUNT: 402. DESCRIPTION: AUDIO VISUAL. AMOUNT: 1,712. DESCRIPTION: HOSPITALITY. AMOUNT: 10,682. DESCRIPTION: INSURANCE. AMOUNT: 1,541. DESCRIPTION: GIFTS AND DONATIONS. AMOUNT: 167. DESCRIPTION: ZOOM. AMOUNT: 818. TOTAL TO FORM 990-EZ, LINE 16: 87,968.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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