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ACTIVE RETIREMENT ASSOCIATION: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ACTIVE RETIREMENT ASSOCIATION (EIN 02-0367431)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-08
IRS object ID
201613139349200026
Schema version
2015v2.1
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)
Return2016-11-08T09:15:42-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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
Signature2016-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID J VERNO CPAPreparerPersonNm
PTINP00195956PTIN
Phone6037492700PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
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$86,917GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$520ContributionsGiftsGrantsEtcAmt
Membership Dues$15,925MembershipDuesAmt
Investment Income$1,549InvestmentIncomeAmt
Sale Of Assets Gross$11,457SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$11,604CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$147GainOrLossFromSaleOfAssetsAmt
Other Revenue Total$57,466OtherRevenueTotalAmt
Total Revenue$75,313TotalRevenueAmt
Occupancy Rent Utlts And Maint$3,422OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,850PrintingPublicationsPostageAmt
Other Expenses Total$65,182OtherExpensesTotalAmt
Total Expenses$71,454TotalExpensesAmt
Excess Or Deficit For Year$3,859ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$71,225NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$75,084NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$71,225BOYAmt
EOY$75,084EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$71,225BOYAmt
EOY$75,084EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$71,225BOYAmt
EOY$75,084EOYAmt
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$10,997
EIGHT TRAVEL TOURS, TWO SPECIAL MEETINGS, AND MISCELLANEOUS EXPENDITURES RELATING TO ACITIVITES FOR MEMBERSHIP PARTICIPATION.$0$49,041
FieldValueIRS element (for citing)
Total Program Service Expenses$60,038TotalProgramServiceExpensesAmt
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 MEMBER5.00$0$0$0
PENNY DROOKER
BOARD MEMBER6.00$0$0$0
STEVE FINK
BOARD MEMBER2.00$0$0$0
MICHAEL O'SULLIVAN
BOARD MEMBER2.00$0$0$0
DEIDRE PRESCOTT
BOARD MEMBER5.00$0$0$0
CAROL SELSBERG
BOARD MEMBER11.00$0$0$0
GEORGE WHITEHEAD
BOARD MEMBER7.00$0$0$0
JOHN FORSTER
BOARD MEMBER7.00$0$0$0
DEBBI FORSTER
BOARD MEMBER9.00$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$13,350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,265CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,318CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,605CurrentTaxYearMinus1YearAmt
Current Tax Year$16,445CurrentTaxYearAmt
Total$78,983TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,967CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,044CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,231CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,990CurrentTaxYearMinus1YearAmt
Current Tax Year$56,362CurrentTaxYearAmt
Total$181,594TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,317CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,309CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,549CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,595CurrentTaxYearMinus1YearAmt
Current Tax Year$72,807CurrentTaxYearAmt
Total$260,577TotalAmt

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$260,577PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,945CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,302CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,621CurrentTaxYearMinus1YearAmt
Current Tax Year$1,549CurrentTaxYearAmt
Total$7,890TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,945CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,302CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,621CurrentTaxYearMinus1YearAmt
Current Tax Year$1,549CurrentTaxYearAmt
Total$7,890TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$360CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$225CurrentTaxYearMinus1YearAmt
Current Tax Year$1,104CurrentTaxYearAmt
Total$1,933TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,622CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,755CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,122CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,441CurrentTaxYearMinus1YearAmt
Current Tax Year$75,460CurrentTaxYearAmt
Total$270,400TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96370PublicSupportCY509Pct
Public Support PY5090.96180PublicSupportPY509Pct
Investment Income CY0.02920InvestmentIncomeCYPct
Investment Income PY0.03480InvestmentIncomePYPct
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: 983. DESCRIPTION: DIVIDEND INCOME . AMOUNT: 566. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,549.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: TOUR FEES. AMOUNT: 50,041. DESCRIPTION: SPECIAL MEETING FEES. AMOUNT: 6,321. DESCRIPTION: OTHER INCOME. AMOUNT: 1,104. TOTAL TO FORM 990-EZ, LINE 8: 57,466.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMINISTRATION. AMOUNT: 1,183. DESCRIPTION: AUDIO AND VISUAL EXPENSE. AMOUNT: 147. DESCRIPTION: HOSPITALITY. AMOUNT: 6,247. DESCRIPTION: MEMBERSHIP. AMOUNT: 448. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 4,750. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 1,327. DESCRIPTION: OTHER PROGRAM EXPENSES. AMOUNT: 1,442. DESCRIPTION: TOUR EXPENSE. AMOUNT: 47,599. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 650. DESCRIPTION: TECHNICAL SERVICES. AMOUNT: 1,371. DESCRIPTION: INVESTMENT FEES. AMOUNT: 18. TOTAL TO FORM 990-EZ, LINE 16: 65,182.

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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