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ACTIVE RETIREMENT ASSOCIATION: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ACTIVE RETIREMENT ASSOCIATION (EIN 02-0367431)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-15
IRS object ID
202143199349202749
Schema version
2020v4.1
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)
Return2021-11-15T10:01:12-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Phone6033431004PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL SZOTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6033431004PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLPersonFirstNm
Person LastSZOTPersonLastNm
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
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$27,624GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$2,825ContributionsGiftsGrantsEtcAmt
Membership Dues$10,250MembershipDuesAmt
Investment Income$2,022InvestmentIncomeAmt
Sale Of Assets Gross$7,000SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$6,915CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$85GainOrLossFromSaleOfAssetsAmt
Other Revenue Total$5,527OtherRevenueTotalAmt
Total Revenue$20,709TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$750FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$860OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$1,329PrintingPublicationsPostageAmt
Other Expenses Total$16,923OtherExpensesTotalAmt
Total Expenses$19,862TotalExpensesAmt
Excess Or Deficit For Year$847ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$92,087NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$92,934NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$92,087BOYAmt
EOY$92,934EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$92,087BOYAmt
EOY$92,934EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$92,087BOYAmt
EOY$92,934EOYAmt
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$4,215
ONE TRAVEL TOUR (MANY CANCELLED DUE TO COVID-19), TWO WEBINAR MEETINGS, AND MISCELLANEOUS EXPENDITURES RELATING TO ACITIVITES FOR MEMBERSHIP PARTICIPATION.$0$7,835
FieldValueIRS element (for citing)
Total Program Service Expenses$12,050TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NANCY WALKER
SECRETARY4.00$0$0$0
CAROLYN SZOT
TREASURER6.00$0$0$0
ED PERKINS
BOARD MEMBER8.00$0$0$0
LINDA BENTON
BOARD MEMBER9.00$0$0$0
GEORGE WHITEHEAD
BOARD MEMBER8.00$0$0$0
JOHN FORSTER
BOARD MEMBER12.00$0$0$0
DEBBI FORSTER
BOARD MEMBER4.00$0$0$0
CHEYNE FOREMAN
BOARD MEMBER1.00$0$0$0
GAYLE HYLEN
BOARD MEMBER1.00$0$0$0
KATHY KOWLER
BOARD MEMBER25.00$0$0$0
JAN PHELPS
BOARD MEMBER5.00$0$0$0
ROBERT HYLEN
PRESIDENT10.00$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 Line1CAROL SZOTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 DOGWOOD DRAddressLine1Txt
CitySOUTH BERWICKCityNm
State AbbreviationMEStateAbbreviationCd
ZIP03908ZIPCd
FieldValueIRS element (for citing)
Phone2073845153PhoneNum
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$17,085CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,525CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,640CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,790CurrentTaxYearMinus1YearAmt
Current Tax Year$13,075CurrentTaxYearAmt
Total$88,115TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,896CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$95,162CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74,258CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,551CurrentTaxYearMinus1YearAmt
Current Tax Year$5,512CurrentTaxYearAmt
Total$278,379TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,981CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$113,687CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,898CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,341CurrentTaxYearMinus1YearAmt
Current Tax Year$18,587CurrentTaxYearAmt
Total$366,494TotalAmt

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$366,494PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,566CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,832CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,164CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,034CurrentTaxYearMinus1YearAmt
Current Tax Year$2,107CurrentTaxYearAmt
Total$12,703TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,566CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,832CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,164CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,034CurrentTaxYearMinus1YearAmt
Current Tax Year$2,107CurrentTaxYearAmt
Total$12,703TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$784CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$592CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,781CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8CurrentTaxYearMinus1YearAmt
Current Tax Year$15CurrentTaxYearAmt
Total$3,180TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$76,331CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$116,111CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,843CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71,383CurrentTaxYearMinus1YearAmt
Current Tax Year$20,709CurrentTaxYearAmt
Total$382,377TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95850PublicSupportCY509Pct
Public Support PY5090.96250PublicSupportPY509Pct
Investment Income CY0.03320InvestmentIncomeCYPct
Investment Income PY0.02780InvestmentIncomePYPct
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: 1,075. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 302. DESCRIPTION: CAP GAIN DISTRIBUTIONS. AMOUNT: 645. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,022.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: TOUR FEES. AMOUNT: 5,512. DESCRIPTION: OTHER INCOME. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 8: 5,527.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMIN. AMOUNT: 2,388. DESCRIPTION: MISCELLANEOUS. AMOUNT: 270. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 3,550. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 428. DESCRIPTION: TOUR EXPENSE. AMOUNT: 7,171. DESCRIPTION: TECHNICAL SERVICES. AMOUNT: 1,372. DESCRIPTION: ZOOM. AMOUNT: 1,744. TOTAL TO FORM 990-EZ, LINE 16: 16,923.

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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