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ACTIVE RETIREMENT ASSOCIATION: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ACTIVE RETIREMENT ASSOCIATION (EIN 02-0367431)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-10
IRS object ID
201513149349201671
Schema version
2014v5.0
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)
Return2015-11-10T14:54:34-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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
Signature2015-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID J VERNO CPAPreparerPersonNm
PTINP00195956PTIN
Phone6037492700PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

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$60,441GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$2,260ContributionsGiftsGrantsEtcAmt
Membership Dues$16,345MembershipDuesAmt
Investment Income$1,621InvestmentIncomeAmt
Sale Of Assets Gross$3,000SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$3,062CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$62GainOrLossFromSaleOfAssetsAmt
Other Revenue Total$37,215OtherRevenueTotalAmt
Total Revenue$57,379TotalRevenueAmt
Occupancy Rent Utlts And Maint$3,287OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,078PrintingPublicationsPostageAmt
Other Expenses Total$47,971OtherExpensesTotalAmt
Total Expenses$53,336TotalExpensesAmt
Excess Or Deficit For Year$4,043ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$67,182NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$71,225NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$67,182BOYAmt
EOY$71,225EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$67,182BOYAmt
EOY$71,225EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$67,182BOYAmt
EOY$71,225EOYAmt
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$10,725
EIGHT TRAVEL TOURS, TWO SPECIAL MEETINGS, AND MISCELLANEOUS EXPENDITURES RELATING TO ACITIVITES FOR MEMBERSHIP PARTICIPATION.$0$31,698
FieldValueIRS element (for citing)
Total Program Service Expenses$42,423TotalProgramServiceExpensesAmt
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
GEORGE SCHMALZ
VICE PRESIDENT1.00$0$0$0
PAT PINE
SECRETARY1.50$0$0$0
DOROTHY HEALY
TREASURER6.00$0$0$0
CAROL CALDWELL
BOARD MEMBER4.00$0$0$0
PENNY DROOKER
BOARD MEMBER7.00$0$0$0
STEVE FINK
BOARD MEMBER2.00$0$0$0
GAYLE HYLEN
BOARD MEMBER6.00$0$0$0
MICHAEL O'SULLIVAN
BOARD MEMBER1.00$0$0$0
DEIDRE PRESCOTT
BOARD MEMBER3.00$0$0$0
CAROL SELSBERG
BOARD MEMBER12.00$0$0$0
GEORGE WHITEHEAD
BOARD MEMBER7.00$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$13,375CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,350CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,265CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,318CurrentTaxYearMinus1YearAmt
Current Tax Year$18,605CurrentTaxYearAmt
Total$75,913TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,208CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,967CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,044CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,231CurrentTaxYearMinus1YearAmt
Current Tax Year$36,990CurrentTaxYearAmt
Total$152,440TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,583CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,317CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,309CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,549CurrentTaxYearMinus1YearAmt
Current Tax Year$55,595CurrentTaxYearAmt
Total$228,353TotalAmt

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$228,353PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,911CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,945CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,302CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,473CurrentTaxYearMinus1YearAmt
Current Tax Year$1,621CurrentTaxYearAmt
Total$8,252TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,911CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,945CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,302CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,473CurrentTaxYearMinus1YearAmt
Current Tax Year$1,621CurrentTaxYearAmt
Total$8,252TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$360CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$100CurrentTaxYearMinus1YearAmt
Current Tax Year$225CurrentTaxYearAmt
Total$829TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,494CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,622CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,755CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,122CurrentTaxYearMinus1YearAmt
Current Tax Year$57,441CurrentTaxYearAmt
Total$237,434TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96180PublicSupportCY509Pct
Public Support PY5090.96280PublicSupportPY509Pct
Investment Income CY0.03480InvestmentIncomeCYPct
Investment Income PY0.03450InvestmentIncomePYPct
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: 1,621.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: TOUR FEES. AMOUNT: 30,307. DESCRIPTION: SPECIAL MEETING FEES. AMOUNT: 6,683. DESCRIPTION: OTHER INCOME. AMOUNT: 225. TOTAL TO FORM 990-EZ, LINE 8: 37,215.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADMINISTRATION. AMOUNT: 1,159. DESCRIPTION: AUDIO AND VISUAL EXPENSE. AMOUNT: 30. DESCRIPTION: HOSPITALITY. AMOUNT: 6,762. DESCRIPTION: MEMBERSHIP. AMOUNT: 1,086. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 2,573. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 1,360. DESCRIPTION: OTHER PROGRAM EXPENSES. AMOUNT: 640. DESCRIPTION: TOUR EXPENSE. AMOUNT: 31,058. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 2,574. DESCRIPTION: LECTURE. AMOUNT: 729. TOTAL TO FORM 990-EZ, LINE 16: 47,971.

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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