RETIRED EDUCATORS ASSOCIATION OF MASSACHUSETTS: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
RETIRED EDUCATORS ASSOCIATION OF MASSACHUSETTS (EIN 04-2429428)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-05-09
IRS object ID
201601309349301310
Schema version
2014v6.0
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)
Return2016-05-09T12:54:26-04:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

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 Line1PO Box 140AddressLine1Txt
CitySouth YarmouthCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02664ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-10-01TaxPeriodBeginDt

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
Signature2016-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRichard T BartleyPreparerPersonNm
PTINP00013801PTIN
Phone5083989062PhoneNum
Preparation2016-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARILYN FRANKPrincipalOfficerNm
Gross Receipts$187,437GrossReceiptsAmt
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 Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers120TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$129,019PYContributionsGrantsAmt
CY Contributions Grants$142,937CYContributionsGrantsAmt
PY Program Service Revenue$21,967PYProgramServiceRevenueAmt
CY Program Service Revenue$32,380CYProgramServiceRevenueAmt
PY Investment Income$270PYInvestmentIncomeAmt
CY Investment Income$30CYInvestmentIncomeAmt
PY Other Revenue$20,848PYOtherRevenueAmt
CY Other Revenue$12,090CYOtherRevenueAmt
PY Total Revenue$172,104PYTotalRevenueAmt
CY Total Revenue$187,437CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$77,786PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$74,912CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$100,164PYOtherExpensesAmt
CY Other Expenses$138,788CYOtherExpensesAmt
PY Total Expenses$177,950PYTotalExpensesAmt
CY Total Expenses$213,700CYTotalExpensesAmt
PY Revenues Less Expenses-$5,846PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$26,263CYRevenuesLessExpensesAmt
Total Assets BOY$174,304TotalAssetsBOYAmt
Total Assets EOY$139,408TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$174,304NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$139,408NetAssetsOrFundBalancesEOYAmt
MissionSERVING THE INTERESTS OF RETIRED EDUCATORS OF MASSACHUSETTSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$27,976ExpenseAmt
DescMEETINGSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$16,074ExpenseAmt
DescQUARTERLY NEWSLETTERDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$44,050TotalProgramServiceExpensesAmt
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
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee8EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
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 PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
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 OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JOHN HARMON
TREASURER7.000.00Yes (X)$3,500$0$0
SANDRA MARTINEZ
RECORDING SECRETARY4.000.00Yes (X)$2,000$0$0
FRANCES SACCO
1ST VICE PRESIDENT1.000.00Yes (X)$750$0$0
MARILYN FRANK
PRESIDENT3.000.00Yes (X)$2,500$0$0
THOMAS SEAWELL
2ND VICE PRESIDENT1.000.00Yes (X)$750$0$0
HILLARI I WENNERSTROM
EXECUTIVE DIRECTOR32.000.00$41,794$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$51,294TotalReportableCompFromOrgAmt
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$142,937MembershipDuesAmt
Total Contributions$142,937TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEETINGSDesc
Business900099BusinessCd
Total Revenue Column$32,380TotalRevenueColumnAmt
Related Or Exempt Func Income$32,380RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$32,380TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$30TotalRevenueColumnAmt
Related Or Exempt Func Income$30RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescDONATIONSDesc
Business900099BusinessCd
Total Revenue Column$12,090TotalRevenueColumnAmt
Related Or Exempt Func Income$12,090RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$12,090OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$187,437TotalRevenueColumnAmt
Related Or Exempt Func Income$44,500RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,500TotalAmt
Management And General$9,500ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$59,918TotalAmt
Management And General$59,918ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,494TotalAmt
Management And General$5,494ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,500TotalAmt
Management And General$3,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$20,013TotalAmt
Management And General$20,013ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$16,074TotalAmt
Program Services$16,074ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$47,777TotalAmt
Management And General$47,777ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$27,976TotalAmt
Program Services$27,976ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$1,094TotalAmt
Management And General$1,094ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
PRINTING$6,376$6,376
SCHOLARSHIPS$11,720$11,720
POSTAGE$4,258$4,258

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$213,700TotalAmt
Program Services$44,050ProgramServicesAmt
Management And General$169,650ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$55,475BOYAmt
EOY$58,911EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$118,829BOYAmt
EOY$80,497EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$174,304BOYAmt
EOY$139,408EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$174,304BOYAmt
EOY$139,408EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$174,304BOYAmt
EOY$139,408EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$174,304BOYAmt
EOY$139,408EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$26,263ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$8,633PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

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$109,101CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$143,569CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$166,602CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$129,019CurrentTaxYearMinus1YearAmt
Current Tax Year$142,937CurrentTaxYearAmt
Total$691,228TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$109,101CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$143,569CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$166,602CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$129,019CurrentTaxYearMinus1YearAmt
Current Tax Year$142,937CurrentTaxYearAmt
Total$691,228TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$691,228PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,061CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,075CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$849CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$270CurrentTaxYearMinus1YearAmt
Current Tax Year$30CurrentTaxYearAmt
Total$3,285TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,061CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,075CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$849CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$270CurrentTaxYearMinus1YearAmt
Current Tax Year$30CurrentTaxYearAmt
Total$3,285TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,194CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$62,576CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,570CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,815CurrentTaxYearMinus1YearAmt
Current Tax Year$37,748CurrentTaxYearAmt
Total$163,903TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$111,356CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$207,220CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$187,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$172,104CurrentTaxYearMinus1YearAmt
Current Tax Year$180,715CurrentTaxYearAmt
Total$858,416TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.80520PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00490InvestmentIncomePYPct
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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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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