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ACTIVE RETIREMENT ASSOCIATION: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ACTIVE RETIREMENT ASSOCIATION (EIN 02-0367431)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-11-12
IRS object ID
201923169349200322
Schema version
2018v3.1
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)
Return2019-11-12T08:00:59-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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
ZIP038203714ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

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
Signature2019-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.202.1.70IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-29IPDt
IP Tm11:24:16IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2BAB4CF4FDA6361F54564B4DE839E61C759617F3AtSubmissionCreationDeviceId
At Submission Filing Device Id8121CA463AABFA4EFE5158FD2073B628CA1C8F6DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

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$97,843GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$205ContributionsGiftsGrantsEtcAmt
Membership Dues$19,435MembershipDuesAmt
Investment Income$2,164InvestmentIncomeAmt
Other Revenue Total$76,039OtherRevenueTotalAmt
Total Revenue$97,843TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$675FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$5,205OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$4,457PrintingPublicationsPostageAmt
Other Expenses Total$84,368OtherExpensesTotalAmt
Total Expenses$94,705TotalExpensesAmt
Excess Or Deficit For Year$3,138ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$83,520NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$86,658NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$83,520BOYAmt
EOY$86,658EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$83,520BOYAmt
EOY$86,658EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$83,520BOYAmt
EOY$86,658EOYAmt
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
PERIODIC MEETINGS WITH GUEST SPEAKERS COVERING VARIOUS TOPICS OF INTEREST TO MEMBERSHIP.$0$14,337
ELEVEN TRAVEL TOURS, TWO SPECIAL MEETINGS, AND MISCELLANEOUS EXPENDITURES RELATING TO ACITIVITES FOR MEMBERSHIP PARTICIPATION.$0$67,374
FieldValueIRS element (for citing)
Total Program Service Expenses$81,711TotalProgramServiceExpensesAmt
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
DEIDRE PRESCOTT DECEASED
PRESIDENT - FORMER0.00$0$0$0
SANDY BONIN
SECRETARY3.00$0$0$0
CAROLYN SZOT
TREASURER6.00$0$0$0
PENNY DROOKER
BOARD MEMBER14.00$0$0$0
MICHAEL O'SULLIVAN
BOARD MEMBER1.50$0$0$0
GEORGE WHITEHEAD
BOARD MEMBER7.00$0$0$0
JOHN FORSTER
BOARD MEMBER12.00$0$0$0
DEBBI FORSTER
BOARD MEMBER13.00$0$0$0
ROBERT ELY
VICE PRESIDENT2.00$0$0$0
CHEYNE FOREMAN
BOARD MEMBER1.00$0$0$0
GAYLE HYLEN
BOARD MEMBER6.00$0$0$0
GEOFF MCCONNELL
BOARD MEMBER3.00$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$18,605CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,445CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,085CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,525CurrentTaxYearMinus1YearAmt
Current Tax Year$19,640CurrentTaxYearAmt
Total$90,300TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,990CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,362CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,896CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,162CurrentTaxYearMinus1YearAmt
Current Tax Year$74,258CurrentTaxYearAmt
Total$316,668TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55,595CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,807CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,981CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$113,687CurrentTaxYearMinus1YearAmt
Current Tax Year$93,898CurrentTaxYearAmt
Total$406,968TotalAmt

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$406,968PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,621CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,549CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,566CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,832CurrentTaxYearMinus1YearAmt
Current Tax Year$2,164CurrentTaxYearAmt
Total$11,732TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,621CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,549CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,566CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,832CurrentTaxYearMinus1YearAmt
Current Tax Year$2,164CurrentTaxYearAmt
Total$11,732TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$225CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,104CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$784CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$592CurrentTaxYearMinus1YearAmt
Current Tax Year$1,781CurrentTaxYearAmt
Total$4,486TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,441CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$75,460CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$116,111CurrentTaxYearMinus1YearAmt
Current Tax Year$97,843CurrentTaxYearAmt
Total$423,186TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96170PublicSupportCY509Pct
Public Support PY5090.96230PublicSupportPY509Pct
Investment Income CY0.02770InvestmentIncomeCYPct
Investment Income PY0.03000InvestmentIncomePYPct
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: 1,094. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 396. DESCRIPTION: CAP GAIN DISTRIBUTIONS . AMOUNT: 674. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,164.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: TOUR FEES. AMOUNT: 68,159. DESCRIPTION: SPECIAL MEETING FEES. AMOUNT: 6,099. DESCRIPTION: OTHER INCOME. AMOUNT: 1,781. TOTAL TO FORM 990-EZ, LINE 8: 76,039.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMIN. AMOUNT: 3,683. DESCRIPTION: HOSPITALITY. AMOUNT: 7,612. DESCRIPTION: MEMBERSHIP. AMOUNT: 673. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 4,496. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 1,487. DESCRIPTION: TOUR EXPENSE. AMOUNT: 65,145. DESCRIPTION: TECHNICAL SERVICES. AMOUNT: 1,234. DESCRIPTION: AUDIO VISUAL. AMOUNT: 38. TOTAL TO FORM 990-EZ, LINE 16: 84,368.

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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