RETIRED EDUCATORS ASSOCIATION OF MASSACHUSETTS: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
RETIRED EDUCATORS ASSOCIATION OF MASSACHUSETTS (EIN 04-2429428)
Tax period
2012-10-01 to 2013-09-30
Filed
2014-02-09
IRS object ID
201400409349300400
Schema version
2012v2.1
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)
Timestamp2014-02-09T13:07:11-05:00Timestamp
Tax Period End Date2013-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN141846096EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Over the Bridge SYBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 140AddressLine1
CitySouth YarmouthCity
StateMAState
ZIP Code02664ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042429428EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RETIRED EDUCATORS OF MASSACHUSETTSBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRETINameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line1165 LAKESIDE AVEAddressLine1
CityMarlboroughCity
StateMAState
ZIP Code01752ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN HARMPNName
TitleTREASURERTitle
Phone5086240233Phone
Date Signed2014-02-09DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRichard T BartleyName
PTINP00013801PTIN
Phone5083989062Phone
Date Prepared2014-02-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts186421GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Type Of Organization AssociationXTypeOfOrganizationAssociation
Year Formation1951YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionSERVING THE INTERESTS OF RETIRED EDUCATORS OF MASSACHUSETTSActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees7TotalNbrEmployees
Total Nbr Volunteers40TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year118712ContributionsGrantsPriorYear
Contributions Grants Current Year166002ContributionsGrantsCurrentYear
Program Service Revenue Prior Year19550ProgramServiceRevenuePriorYear
Program Service Revenue CY19570ProgramServiceRevenueCY
Investment Income Prior Year825InvestmentIncomePriorYear
Investment Income Current Year849InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year139087TotalRevenuePriorYear
Total Revenue Current Year186421TotalRevenueCurrentYear
Grants And Similar Amnts CY4950GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year9250BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year67772SalariesEtcPriorYear
Salaries Etc Current Year66749SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year117731OtherExpensePriorYear
Other Expenses Current Year117731OtherExpensesCurrentYear
Total Expenses Prior Year194753TotalExpensesPriorYear
Total Expenses Current Year189430TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-55666RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-3009RevenuesLessExpensesCY
Total Assets BOY195537TotalAssetsBOY
Total Assets EOY192528TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY195537NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY192528NetAssetsOrFundBalancesEOY
Mission DescriptionSERVING THE INTERESTS OF RETIRED EDUCATORS OF MASSACHUSETTSMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense6017Expense
Description4A. SEMINARS ON RETIREMENTDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense22920Expense
Description4B QUARTERLY NEWSLETTER TO MEMBERSDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense7477Expense
Description4C ANNUAL MEETING TO DISCUSS AND INFORM MEMBERS OF PENDING LEGISLATIONDescription

Activity Other ActivityOther (2 entries)

GrantsGrantsDescriptionDescriptionExpenseExpense
413644E TOTAL EXPENSES
4D GRANTS4950
FieldValueIRS element (for citing)
Total Of Other Program Service Exp4950TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt41364TotalOfOtherProgramServiceGrnt
Total Program Service Expense41364TotalProgramServiceExpense
Described In501 C3falseDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10962NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees7NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJOHN HARMONNamePerson
Telephone Number5086537010TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line194 WEST PLAIN STAddressLine1
CityWaylandCity
StateMAState
ZIP Code01778ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployee
JOHN HARMON
TRESURER7.00XX350000
JOHN M HASSAN
PRESIDENT5.00XX250000
LINDA GUTTRICH
2nd VICE PRESIDENT4.00XX75000
PATRICA A PENNUCI
2nd VICE PRESIDENT5.00XX75000
SANDRA MARTINEZ
RECORDING SECRETARY5.00XX200000
HILLARI I WENNERSTROM
EXECUTIVE DIRECTOR35.003724800X
MARESSA FIGUEROA HERNANDEZ
OFFICE ASSISTANT14.001100000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org57748TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Membership Dues166002MembershipDues
Total Contributions166002TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ANNUAL MEETING90009997759775
MEMBERSHIP DRIVE90009997959795
FieldValueIRS element (for citing)
Total Program Service Revenue19570TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column849TotalRevenueColumn
Related Or Exempt Function Income849RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column186421TotalRevenueColumn
Related Or Exempt Function Income20419RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total4950Total
Program Services4950ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total45725Total
Management And General45725ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total11000Total
Management And General11000ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total10024Total
Management And General10024ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total3200Total
Management And General3200ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total24777Total
Management And General24777ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total4000Total
Management And General4000ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total5264Total
Management And General5264ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total5100Total
Management And General5100ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total11439Total
Management And General11439ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total3474Total
Management And General3474ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total22978Total
Management And General22978ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total1085Total
Management And General1085ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
PRINTING2042820428
PROFESSIONAL DEVELOPMENT210210
POSTAGE82828282
MISCELLANEOUS74947494

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total189430Total
Program Services41364ProgramServices
Management And General148066ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY106913BOY
EOY135245EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY88624BOY
EOY57147EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
EOY136EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY195537BOY
EOY192528EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY50536BOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY145001BOY
EOY192528EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY195537BOY
EOY192528EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY195537BOY
EOY192528EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-3009ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewtrueAccountantCompileOrReview

Accountant Compile Or Review Basis AccountantCompileOrReviewBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years169168CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years109101CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year143569CurrentTaxYearMinus1Year
Current Tax Year166002CurrentTaxYear
Total587841Total

Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years169168CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years109101CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year143569CurrentTaxYearMinus1Year
Current Tax Year166002CurrentTaxYear
Total587840Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years338336CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years218202CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year287138CurrentTaxYearMinus1Year
Current Tax Year332004CurrentTaxYear
Total1175681Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years149168CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years109101CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year143569CurrentTaxYearMinus1Year
Current Tax Year166002CurrentTaxYear
Total567840Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years149168CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years109101CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year143569CurrentTaxYearMinus1Year
Current Tax Year166002CurrentTaxYear
Total567840Total
FieldValueIRS element (for citing)
Public Support Total509607841PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years1061CurrentTaxYearMinus2Years
Current Tax Year849CurrentTaxYear
Total1910Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years1061CurrentTaxYearMinus2Years
Current Tax Year849CurrentTaxYear
Total1910Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years3993CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1194CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year62576CurrentTaxYearMinus1Year
Current Tax Year19570CurrentTaxYear
Total87333Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years342329CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years220457CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year349714CurrentTaxYearMinus1Year
Current Tax Year352423CurrentTaxYear
Total1264924Total
FieldValueIRS element (for citing)
Public Support Percentage5090.48050PublicSupportPercentage509
Investment Income Percentage0.00150InvestmentIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondeducttrueSubstantiallyAllDuesNondeduct
Only In House LobbyingfalseOnlyInHouseLobbying
Agree To Carryover Prior YearfalseAgreeToCarryoverPriorYear

Schedule D IRS990ScheduleD

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionUSPS PERMITDescription
Book Value136BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets136TotalBookValueOtherAssets

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
O01Form 990 governing body review Part VI line 11The Treasurer, John Harmon, reviewed the Form 990
O02Governing documents etc available to public Part VI line 19The documents are available for the public

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