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ACTIVE RETIREMENT ASSOCIATION: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ACTIVE RETIREMENT ASSOCIATION (EIN 02-0367431)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-10-30
IRS object ID
201823039349200102
Schema version
2017v2.3
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)
Return2018-10-30T07:14:32-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2018-09-27SignatureDt
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 Address74.94.176.17IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-27IPDt
IP Tm13:35:56IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB9C8B9F5CBEC93766BE951FFB7B412DA439B7834AtSubmissionCreationDeviceId
At Submission Filing Device IdD6D028B83EC7BAE48696A0FE418AC7215527A94EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$116,961GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$850ContributionsGiftsGrantsEtcAmt
Membership Dues$18,525MembershipDuesAmt
Investment Income$1,832InvestmentIncomeAmt
Other Revenue Total$95,754OtherRevenueTotalAmt
Total Revenue$116,961TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$645FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$4,438OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$3,584PrintingPublicationsPostageAmt
Other Expenses Total$104,938OtherExpensesTotalAmt
Total Expenses$113,605TotalExpensesAmt
Excess Or Deficit For Year$3,356ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$80,164NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$83,520NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$80,164BOYAmt
EOY$83,520EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$80,164BOYAmt
EOY$83,520EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$80,164BOYAmt
EOY$83,520EOYAmt
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$12,622
ELEVEN TRAVEL TOURS, TWO SPECIAL MEETINGS, AND MISCELLANEOUS EXPENDITURES RELATING TO ACITIVITES FOR MEMBERSHIP PARTICIPATION.$0$88,298
FieldValueIRS element (for citing)
Total Program Service Expenses$100,920TotalProgramServiceExpensesAmt
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
PRESIDENT10.00$0$0$0
SANDY BONIN
SECRETARY3.00$0$0$0
CAROLYN SZOT
TREASURER6.00$0$0$0
PENNY DROOKER
BOARD MEMBER6.00$0$0$0
MICHAEL O'SULLIVAN
BOARD MEMBER1.50$0$0$0
GEORGE WHITEHEAD
BOARD MEMBER7.00$0$0$0
JOHN FORSTER
BOARD MEMBER11.00$0$0$0
DEBBI FORSTER
BOARD MEMBER13.00$0$0$0
ROBERT ELY
VICE PRESIDENT1.00$0$0$0
CHEYNE FOREMAN
BOARD MEMBER1.00$0$0$0
DEB MCCONNELL
BOARD MEMBER6.00$0$0$0
GEOFF MCCONNELL
BOARD MEMBER4.00$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$15,318CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,605CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,445CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,085CurrentTaxYearMinus1YearAmt
Current Tax Year$18,525CurrentTaxYearAmt
Total$85,978TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,231CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,990CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,362CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,896CurrentTaxYearMinus1YearAmt
Current Tax Year$95,162CurrentTaxYearAmt
Total$267,641TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,549CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,595CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,807CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,981CurrentTaxYearMinus1YearAmt
Current Tax Year$113,687CurrentTaxYearAmt
Total$353,619TotalAmt

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$353,619PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,473CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,621CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,549CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,566CurrentTaxYearMinus1YearAmt
Current Tax Year$1,832CurrentTaxYearAmt
Total$11,041TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,473CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,621CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,549CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,566CurrentTaxYearMinus1YearAmt
Current Tax Year$1,832CurrentTaxYearAmt
Total$11,041TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$225CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,104CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$784CurrentTaxYearMinus1YearAmt
Current Tax Year$592CurrentTaxYearAmt
Total$2,805TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,122CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,441CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$75,460CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,331CurrentTaxYearMinus1YearAmt
Current Tax Year$116,111CurrentTaxYearAmt
Total$367,465TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96230PublicSupportCY509Pct
Public Support PY5090.95730PublicSupportPY509Pct
Investment Income CY0.03000InvestmentIncomeCYPct
Investment Income PY0.03490InvestmentIncomePYPct
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: 923. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 909. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,832.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: TOUR FEES. AMOUNT: 89,855. DESCRIPTION: SPECIAL MEETING FEES. AMOUNT: 5,307. DESCRIPTION: OTHER INCOME. AMOUNT: 592. TOTAL TO FORM 990-EZ, LINE 8: 95,754.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMIN. AMOUNT: 1,736. DESCRIPTION: MISCELLANEOUS. AMOUNT: 50. DESCRIPTION: HOSPITALITY. AMOUNT: 7,274. DESCRIPTION: MEMBERSHIP. AMOUNT: 803. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 3,556. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 2,500. DESCRIPTION: TOUR EXPENSE. AMOUNT: 86,506. DESCRIPTION: TECHNICAL SERVICES. AMOUNT: 1,350. DESCRIPTION: AUDIO VISUAL . AMOUNT: 1,041. DESCRIPTION: INVESTMENT EXPENSE. AMOUNT: 122. TOTAL TO FORM 990-EZ, LINE 16: 104,938.

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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