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ACTIVE RETIREMENT ASSOCIATION: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ACTIVE RETIREMENT ASSOCIATION (EIN 02-0367431)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-11-06
IRS object ID
202343109349201119
Schema version
2022v5.0
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)
Return2023-11-06T08:43:24-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

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 Line15 NELSON STREETAddressLine1Txt
CityDOVERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03820ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

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
Signature2023-10-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMADELYNPersonFirstNm
Person LastDUZINSKIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAUNA BROWN CPAPreparerPersonNm
PTINP01390350PTIN
Phone6037492700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$74,837GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$335ContributionsGiftsGrantsEtcAmt
Membership Dues$18,059MembershipDuesAmt
Investment Income$2,544InvestmentIncomeAmt
Other Revenue Total$53,899OtherRevenueTotalAmt
Total Revenue$74,837TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$705FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$2,850OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$3,690PrintingPublicationsPostageAmt
Other Expenses Total$64,158OtherExpensesTotalAmt
Total Expenses$71,403TotalExpensesAmt
Excess Or Deficit For Year$3,434ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$102,149NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$105,583NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$102,149BOYAmt
EOY$105,583EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$102,149BOYAmt
EOY$105,583EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$102,149BOYAmt
EOY$105,583EOYAmt
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 75 ZOOM AND IN-PERSON MEETINGS WITH GUEST SPEAKERS COVERING VARIOUS TOPICS OF INTEREST TO MEMBERSHIP.$0$15,199
TEN CULTURAL TOURS AND MISCELLANEOUS EXPENDITURES RELATING TO ACTIVITIES FOR MEMBERSHIP PARTICIPATION.$0$46,549
FieldValueIRS element (for citing)
Total Program Service Expenses$61,748TotalProgramServiceExpensesAmt

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
DEBBI FORSTER
BOARD MEMBER14.00$0$0$0
JANET PHELPS
BOARD MEMBER6.00$0$0$0
KATHY KOWLER
BOARD MEMBER10.00$0$0$0
LINDA BENTON
BOARD MEMBER14.00$0$0$0
NANCY WALKER
SECRETARY5.00$0$0$0
WILLEM DEVRIES
PRESIDENT5.00$0$0$0
MADELYN DUZINSKI
TREASURER15.00$0$0$0
WENDY BECKWITH
BOARD MEMBER2.00$0$0$0
SUSAN WAGNER
BOARD MEMBER2.00$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$19,640CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,790CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,075CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,265CurrentTaxYearMinus1YearAmt
Current Tax Year$18,394CurrentTaxYearAmt
Total$89,164TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$74,258CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,551CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,512CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$104,844CurrentTaxYearMinus1YearAmt
Current Tax Year$53,899CurrentTaxYearAmt
Total$288,064TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$93,898CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,341CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,587CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$123,109CurrentTaxYearMinus1YearAmt
Current Tax Year$72,293CurrentTaxYearAmt
Total$377,228TotalAmt

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$377,228PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,164CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,034CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,072CurrentTaxYearMinus1YearAmt
Current Tax Year$2,544CurrentTaxYearAmt
Total$10,921TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,164CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,034CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,072CurrentTaxYearMinus1YearAmt
Current Tax Year$2,544CurrentTaxYearAmt
Total$10,921TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,781CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15CurrentTaxYearMinus2YearsAmt
Total$1,804TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,843CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,383CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,709CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$125,181CurrentTaxYearMinus1YearAmt
Current Tax Year$74,837CurrentTaxYearAmt
Total$389,953TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96740PublicSupportCY509Pct
Public Support PY5090.97080PublicSupportPY509Pct
Investment Income CY0.02800InvestmentIncomeCYPct
Investment Income PY0.02370InvestmentIncomePYPct
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: 1,402. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 791. DESCRIPTION: CAP GAIN DISTRIBUTIONS. AMOUNT: 351. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,544.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: TOUR FEES. AMOUNT: 45,347. DESCRIPTION: PROGRAM INCOME. AMOUNT: 1,657. DESCRIPTION: HOSPITALITY. AMOUNT: 6,895. TOTAL TO FORM 990-EZ, LINE 8: 53,899.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMIN. AMOUNT: 576. DESCRIPTION: MISCELLANEOUS. AMOUNT: 540. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 4,132. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 833. DESCRIPTION: TOUR EXPENSE. AMOUNT: 44,704. DESCRIPTION: TECHNICAL SERVICES. AMOUNT: 1,412. DESCRIPTION: ZOOM. AMOUNT: 814. DESCRIPTION: MEMBERSHIP. AMOUNT: 214. DESCRIPTION: AUDIO VISUAL. AMOUNT: 1,213. DESCRIPTION: HOSPITALITY. AMOUNT: 7,957. DESCRIPTION: INSURANCE. AMOUNT: 1,501. DESCRIPTION: GIFTS AND DONATIONS. AMOUNT: 262. TOTAL TO FORM 990-EZ, LINE 16: 64,158.

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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