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ACTIVE RETIREMENT ASSOCIATION: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ACTIVE RETIREMENT ASSOCIATION (EIN 02-0367431)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-11-13
IRS object ID
201703179349201175
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)
Return2017-11-13T10:14:44-06:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2017-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID J VERNO CPAPreparerPersonNm
PTINP00195956PTIN
Phone6037492700PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.94.176.17IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-10IPDt
IP Tm10:45:25IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD6D038A56A730BE7A521B372AC81A55E204A719BAtSubmissionCreationDeviceId
At Submission Filing Device IdD6D038A56A730BE7A521B372AC81A55E204A719BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$81,331GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$245ContributionsGiftsGrantsEtcAmt
Membership Dues$17,085MembershipDuesAmt
Investment Income$4,566InvestmentIncomeAmt
Sale Of Assets Gross$5,000SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$3,124CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$1,876GainOrLossFromSaleOfAssetsAmt
Other Revenue Total$54,435OtherRevenueTotalAmt
Total Revenue$78,207TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$640FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$3,457OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,451PrintingPublicationsPostageAmt
Other Expenses Total$66,579OtherExpensesTotalAmt
Total Expenses$73,127TotalExpensesAmt
Excess Or Deficit For Year$5,080ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$75,084NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$80,164NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$75,084BOYAmt
EOY$80,164EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$75,084BOYAmt
EOY$80,164EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$75,084BOYAmt
EOY$80,164EOYAmt
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$13,340
ELEVEN TRAVEL TOURS, TWO SPECIAL MEETINGS, AND MISCELLANEOUS EXPENDITURES RELATING TO ACITIVITES FOR MEMBERSHIP PARTICIPATION.$0$51,947
FieldValueIRS element (for citing)
Total Program Service Expenses$65,287TotalProgramServiceExpensesAmt
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
ROBERT S HYLEN
PRESIDENT10.00$0$0$0
SANDY BONIN
SECRETARY3.00$0$0$0
CAROLYN SZOT
TREASURER6.00$0$0$0
CAROL CALDWELL
BOARD MEMBER4.00$0$0$0
PENNY DROOKER
BOARD MEMBER5.00$0$0$0
MICHAEL O'SULLIVAN
BOARD MEMBER2.50$0$0$0
DEIDRE PRESCOTT
BOARD MEMBER5.00$0$0$0
CAROL SELSBERG
BOARD MEMBER14.00$0$0$0
GEORGE WHITEHEAD
BOARD MEMBER7.00$0$0$0
JOHN FORSTER
BOARD MEMBER10.00$0$0$0
DEBBI FORSTER
BOARD MEMBER12.00$0$0$0
GAYLE HYLEN
BOARD MEMBER6.00$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$15,265CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,318CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,605CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,445CurrentTaxYearMinus1YearAmt
Current Tax Year$17,085CurrentTaxYearAmt
Total$82,718TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,044CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,231CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,990CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,362CurrentTaxYearMinus1YearAmt
Current Tax Year$53,896CurrentTaxYearAmt
Total$205,523TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,309CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,549CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,595CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$72,807CurrentTaxYearMinus1YearAmt
Current Tax Year$70,981CurrentTaxYearAmt
Total$288,241TotalAmt

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$288,241PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,302CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,473CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,621CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,549CurrentTaxYearMinus1YearAmt
Current Tax Year$4,566CurrentTaxYearAmt
Total$10,511TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,302CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,473CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,621CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,549CurrentTaxYearMinus1YearAmt
Current Tax Year$4,566CurrentTaxYearAmt
Total$10,511TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$144CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$225CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,104CurrentTaxYearMinus1YearAmt
Current Tax Year$784CurrentTaxYearAmt
Total$2,357TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,755CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,122CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,441CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,460CurrentTaxYearMinus1YearAmt
Current Tax Year$76,331CurrentTaxYearAmt
Total$301,109TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95730PublicSupportCY509Pct
Public Support PY5090.96370PublicSupportPY509Pct
Investment Income CY0.03490InvestmentIncomeCYPct
Investment Income PY0.02920InvestmentIncomePYPct
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: 3,816. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 750. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,566.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: TOUR FEES. AMOUNT: 46,653. DESCRIPTION: SPECIAL MEETING FEES. AMOUNT: 6,998. DESCRIPTION: OTHER INCOME. AMOUNT: 784. TOTAL TO FORM 990-EZ, LINE 8: 54,435.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMIN . AMOUNT: 1,568. DESCRIPTION: MISCELLANEOUS. AMOUNT: 206. DESCRIPTION: HOSPITALITY. AMOUNT: 8,413. DESCRIPTION: MEMBERSHIP. AMOUNT: 476. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 3,199. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 1,052. DESCRIPTION: TOUR EXPENSE. AMOUNT: 50,218. DESCRIPTION: TECHNICAL SERVICES. AMOUNT: 1,420. DESCRIPTION: INVESTMENT FEES. AMOUNT: 27. TOTAL TO FORM 990-EZ, LINE 16: 66,579.

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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