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ACTIVE RETIREMENT ASSOCIATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ACTIVE RETIREMENT ASSOCIATION (EIN 02-0367431)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-10-28
IRS object ID
202243019349200914
Schema version
2021v4.2
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)
Return2022-10-28T09:37:24-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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
Signature2022-10-19SignatureDt
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

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 Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$125,181GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$1,990ContributionsGiftsGrantsEtcAmt
Membership Dues$16,275MembershipDuesAmt
Investment Income$2,072InvestmentIncomeAmt
Other Revenue Total$104,844OtherRevenueTotalAmt
Total Revenue$125,181TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$760FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$980OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,208PrintingPublicationsPostageAmt
Other Expenses Total$112,018OtherExpensesTotalAmt
Total Expenses$115,966TotalExpensesAmt
Excess Or Deficit For Year$9,215ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$92,934NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$102,149NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$92,934BOYAmt
EOY$102,149EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$92,934BOYAmt
EOY$102,149EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$92,934BOYAmt
EOY$102,149EOYAmt
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 60 ZOOM MEETINGS WITH GUEST SPEAKERS COVERING VARIOUS TOPICS OF INTEREST TO MEMBERSHIP.$0$4,699
TEN TRAVEL TOURS AND MISCELLANEOUS EXPENDITURES RELATING TO ACTIVITIES FOR MEMBERSHIP PARTICIPATION.$0$102,962
FieldValueIRS element (for citing)
Total Program Service Expenses$107,661TotalProgramServiceExpensesAmt
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
BILL MAHONEY
VICE PRESIDENT1.00$0$0$0
BOB WOODWARD
BOARD MEMBER8.00$0$0$0
CAROLYN SZOT
TREASURER7.00$0$0$0
CATHY SCHIRMER
BOARD MEMBER5.00$0$0$0
CHEYNE FOREMAN
BOARD MEMBER1.00$0$0$0
DEBBI FORSTER
BOARD MEMBER14.00$0$0$0
GAYLE HYLEN
BOARD MEMBER1.00$0$0$0
JAN PHELPS
BOARD MEMBER6.00$0$0$0
JOHN FORSTER
BOARD MEMBER14.00$0$0$0
KATHY KOWLER
BOARD MEMBER10.00$0$0$0
LINDA BENTON
BOARD MEMBER10.00$0$0$0
NANCY WALKER
SECRETARY4.00$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$18,525CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,640CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,790CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,075CurrentTaxYearMinus1YearAmt
Current Tax Year$18,265CurrentTaxYearAmt
Total$89,295TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$95,162CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,258CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,551CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,512CurrentTaxYearMinus1YearAmt
Current Tax Year$104,844CurrentTaxYearAmt
Total$329,327TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$113,687CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$93,898CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$69,341CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,587CurrentTaxYearMinus1YearAmt
Current Tax Year$123,109CurrentTaxYearAmt
Total$418,622TotalAmt

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$418,622PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,832CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,164CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,107CurrentTaxYearMinus1YearAmt
Current Tax Year$2,072CurrentTaxYearAmt
Total$10,209TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,832CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,164CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,107CurrentTaxYearMinus1YearAmt
Current Tax Year$2,072CurrentTaxYearAmt
Total$10,209TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$592CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,781CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15CurrentTaxYearMinus1YearAmt
Total$2,396TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$116,111CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,843CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,383CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,709CurrentTaxYearMinus1YearAmt
Current Tax Year$125,181CurrentTaxYearAmt
Total$431,227TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97080PublicSupportCY509Pct
Public Support PY5090.95850PublicSupportPY509Pct
Investment Income CY0.02370InvestmentIncomeCYPct
Investment Income PY0.03320InvestmentIncomePYPct
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: 1,039. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 322. DESCRIPTION: CAP GAIN DISTRIBUTIONS. AMOUNT: 711. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,072.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: TOUR FEES. AMOUNT: 104,844.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMIN. AMOUNT: 2,725. DESCRIPTION: MISCELLANEOUS. AMOUNT: 242. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 2,875. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 1,414. DESCRIPTION: TOUR EXPENSE. AMOUNT: 101,858. DESCRIPTION: TECHNICAL SERVICES. AMOUNT: 1,369. DESCRIPTION: ZOOM. AMOUNT: 720. DESCRIPTION: MEMBERSHIP. AMOUNT: 547. DESCRIPTION: AUDIO VISUAL. AMOUNT: 268. TOTAL TO FORM 990-EZ, LINE 16: 112,018.

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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