ACTIVE RETIREMENT ASSOCIATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ACTIVE RETIREMENT ASSOCIATION (EIN 02-0367431)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201433189349202323
- Schema version
- 2013v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T13:18:47-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020417217 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONE MCDONNELL & ROBERTS PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 NELSON STREET | AddressLine1 |
| City | DOVER | City |
| State | NH | State |
| ZIP Code | 038203714 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020367431 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTIVE RETIREMENT ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACTI | BusinessNameControlTxt |
| Phone | 6033431004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 421 | AddressLine1 |
| City | DURHAM | City |
| State | NH | State |
| ZIP Code | 03824 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOROTHY HEALY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6033431004 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONE MCDONNELL ROBERTS PA | PreparerPersonNm |
| PTIN | P00195956 | PTIN |
| Phone | 6037492700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.UNH.EDU/ARA | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $48,162 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $75 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $15,243 | MembershipDuesAmt |
| Investment Income | $1,513 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $6,000 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $6,040 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$40 | GainOrLossFromSaleOfAssetsAmt |
| Other Revenue Total | $25,331 | OtherRevenueTotalAmt |
| Total Revenue | $42,122 | TotalRevenueAmt |
| Occupancy Rent Utlts And Maint | $4,035 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $2,186 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $39,759 | OtherExpensesTotalAmt |
| Total Expenses | $45,980 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$3,858 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $71,040 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $67,182 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,040 | BOYAmt |
| EOY | $67,182 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,040 | BOYAmt |
| EOY | $67,182 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,040 | BOYAmt |
| EOY | $67,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE EDUCATIONAL AND OTHER ACTIVITIES OF INTEREST TO AREA RETIREES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| PERIODIC MEETINGS WITH GUEST SPEAKERS COVERING VARIOUS TOPICS OF INTEREST TO MEMBERSHIP. | $0 | $0 |
| EIGHT TRAVEL TOURS, TWO SPECIAL MEETINGS, AND MISCELLANEOUS EXPENDITURES RELATING TO ACITIVITES FOR MEMBERSHIP PARTICIPATION. | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ROBERT S HYLEN | ||||
| PRESIDENT | 6.00 | $0 | $0 | $0 |
| GEORGE SCHMALZ | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PAT PINE | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| DOROTHY HEALY | ||||
| TREASURER | 6.00 | $0 | $0 | $0 |
| CAROL CALDWELL | ||||
| BOARD MEMBER | 4.00 | $0 | $0 | $0 |
| PENNY DROOKER | ||||
| BOARD MEMBER | 6.00 | $0 | $0 | $0 |
| SUSAN ERVIN | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| STEVE FINK | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| GAYLE HYLEN | ||||
| BOARD MEMBER | 6.00 | $0 | $0 | $0 |
| MICHAEL O'SULLIVAN | ||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 |
| DEIDRE PRESCOTT | ||||
| BOARD MEMBER | 8.00 | $0 | $0 | $0 |
| CAROL SELSBERG | ||||
| BOARD MEMBER | 7.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY HEALY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 136 | AddressLine1 |
| City | YORK | City |
| State | ME | State |
| ZIP Code | 03911 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2073634167 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,318 | CurrentTaxYearAmt |
| Total | $71,678 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,231 | CurrentTaxYearAmt |
| Total | $139,515 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,549 | CurrentTaxYearAmt |
| Total | $211,193 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $211,193 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,473 | CurrentTaxYearAmt |
| Total | $7,563 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,473 | CurrentTaxYearAmt |
| Total | $7,563 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100 | CurrentTaxYearAmt |
| Total | $604 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,122 | CurrentTaxYearAmt |
| Total | $219,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96280 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95650 | PublicSupportPY509Pct |
| Investment Income CY | 0.03450 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03730 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 1,513. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: TOUR FEES. AMOUNT: 18,165. DESCRIPTION: SPECIAL MEETING FEES. AMOUNT: 5,386. DESCRIPTION: OTHER INCOME. AMOUNT: 100. DESCRIPTION: BOOKS. AMOUNT: 1,680. TOTAL TO FORM 990-EZ, LINE 8: 25,331. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ADMINISTRATION. AMOUNT: 1,444. DESCRIPTION: AUDIO AND VISUAL EXPENSE. AMOUNT: 2,125. DESCRIPTION: HOSPITALITY. AMOUNT: 5,453. DESCRIPTION: MEMBERSHIP. AMOUNT: 1,395. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 6,143. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 957. DESCRIPTION: OTHER PROGRAM EXPENSES. AMOUNT: 775. DESCRIPTION: TOUR EXPENSE. AMOUNT: 16,622. DESCRIPTION: OTHER EXPENSES. AMOUNT: 3,970. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 575. DESCRIPTION: STRATEGIC PLAN. AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 39,759. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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 |
Comments