RETIRED EDUCATORS ASSOCIATION OF MASSACHUSETTS: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
RETIRED EDUCATORS ASSOCIATION OF MASSACHUSETTS (EIN 04-2429428)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-05-15
IRS object ID
201801359349307285
Schema version
2016v3.0
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)
Return2018-05-15T14:18:16-04:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141846096PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Over the Bridge SYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line135 Fairwood RdAddressLine1Txt
CitySouth YarmouthCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02664ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042429428EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RETIRED EDUCATORS OF MASSACHUSETTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRETIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1165 LAKESIDE AVEAddressLine1Txt
CityMarlboroughCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01752ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN HARMONPersonNm
Person TitleTreasurerPersonTitleTxt
Phone5086537010PhoneNum
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRichard BartleyPreparerPersonNm
PTINP00013801PTIN
Phone5083989062PhoneNum
Preparation2018-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARILYN FRANKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 CHAMBERLAIN RDAddressLine1Txt
CityWestfordCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01886ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$237,760GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.ream 1951.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1951FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSERVING THE INTERESTS OF RETIRED EDUCATORS OF MASSACHUSETTSActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers124TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$137,382PYContributionsGrantsAmt
CY Contributions Grants$184,083CYContributionsGrantsAmt
PY Program Service Revenue$28,332PYProgramServiceRevenueAmt
CY Program Service Revenue$33,988CYProgramServiceRevenueAmt
PY Investment Income$179PYInvestmentIncomeAmt
CY Investment Income$1,364CYInvestmentIncomeAmt
PY Other Revenue$17,471PYOtherRevenueAmt
CY Other Revenue$18,325CYOtherRevenueAmt
PY Total Revenue$183,364PYTotalRevenueAmt
CY Total Revenue$237,760CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$52,511PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$56,957CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$129,210PYOtherExpensesAmt
CY Other Expenses$125,631CYOtherExpensesAmt
PY Total Expenses$181,721PYTotalExpensesAmt
CY Total Expenses$182,588CYTotalExpensesAmt
PY Revenues Less Expenses$1,643PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$55,172CYRevenuesLessExpensesAmt
Total Assets BOY$154,176TotalAssetsBOYAmt
Total Assets EOY$149,841TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$154,176NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$149,841NetAssetsOrFundBalancesEOYAmt
MissionSERVING THE INTERESTS OF RETIRED EDUCATORS OF MASSACHUSETTSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$31,482ExpenseAmt
Revenue$27,488RevenueAmt
DescSEMINARSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$18,016ExpenseAmt
DescQUARTERLY NEWSLETTERDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,642ExpenseAmt
DescANNUAL MEETING TO DISCUSS AND INFORM MEMBERS OF PENDING LEGISLATIONDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$53,140TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN HARMONPersonNm
Phone5086537010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line194 WEST PLAIN STAddressLine1Txt
CityWaylandCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01778ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
HILLARI WENNERSTROM
EXECUTIVE DIRECTOR32.000.00Yes (X)Yes (X)$45,215$0$0
JOHN HARMON
TREASURER7.000.00$2,625$0$0Yes (X)
SANDRA MARTINEZ
RECORDING SECRETARY4.000.00$1,500$0$0Yes (X)
FRANCES SACCO
1ST VICE PRESIDENT2.000.00$563$0$0Yes (X)
MARILYN FRANK
PRESIDENT4.000.00$1,875$0$0Yes (X)
THOMAS SEAWELL
2ND VICE PRESIDENT2.000.00$563$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$52,341TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$150,095MembershipDuesAmt
Government Grants$6,500GovernmentGrantsAmt
All Other Contributions$27,488AllOtherContributionsAmt
Total Contributions$184,083TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEETINGS & SEMINARs900099$27,488$27,488
GRANTS900099$6,500$6,500
FieldValueIRS element (for citing)
Total Program Service Revenue$33,988TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,364TotalRevenueColumnAmt
Related Or Exempt Func Income$1,364RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISC900099$793$793
DONATIONS900099$17,532$17,532
FieldValueIRS element (for citing)
Other Revenue Total$18,325OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$237,760TotalRevenueColumnAmt
Related Or Exempt Func Income$53,677RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,410TotalAmt
Management And General$7,410ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$45,215TotalAmt
Management And General$45,215ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,332TotalAmt
Management And General$4,332ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,200TotalAmt
Management And General$3,200ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$21,012TotalAmt
Management And General$21,012ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,604TotalAmt
Management And General$7,604ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,593TotalAmt
Management And General$16,593ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$35,124TotalAmt
Program Services$35,124ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$7,256TotalAmt
Management And General$7,256ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,268TotalAmt
Management And General$1,268ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PRINTING NEWSLETTER$18,016$18,016
BANK FEES$148$148
POSTAGE$8,407$8,407
SCHOLARSHIPS$7,003$7,003

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$182,588TotalAmt
Program Services$53,140ProgramServicesAmt
Management And General$129,448ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$71,413BOYAmt
EOY$82,831EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$82,763BOYAmt
EOY$67,010EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$154,176BOYAmt
EOY$149,841EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$154,176BOYAmt
EOY$149,841EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$154,176BOYAmt
EOY$149,841EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$154,176BOYAmt
EOY$149,841EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$55,172ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$59,507PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$186,421CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$129,019CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$142,937CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$137,382CurrentTaxYearMinus1YearAmt
Current Tax Year$150,095CurrentTaxYearAmt
Total$745,854TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$186,421CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$129,019CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$142,937CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$137,382CurrentTaxYearMinus1YearAmt
Current Tax Year$150,095CurrentTaxYearAmt
Total$745,854TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$745,854PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$849CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$270CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179CurrentTaxYearMinus1YearAmt
Current Tax Year$1,364CurrentTaxYearAmt
Total$2,692TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$849CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$270CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179CurrentTaxYearMinus1YearAmt
Current Tax Year$1,364CurrentTaxYearAmt
Total$2,692TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$187,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$129,289CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$142,967CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$137,561CurrentTaxYearMinus1YearAmt
Current Tax Year$151,459CurrentTaxYearAmt
Total$748,546TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99640PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedYes (true)SubstantiallyAllDuesNondedInd
Only In House LobbyingfalseOnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Members or stockholder classes and rights Part VI line 6RETIRED TEACHERS ARE MEMBERS WHEN DUES ARE CURRENT
Form 990 governing body review Part VI line 11FORM 990 IS REVIEWED BY TREASURER JOHN HARMON
Governing documents etc available to public Part VI line 19THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC

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