RETIRED EDUCATORS ASSOCIATION OF MASSACHUSETTS: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
RETIRED EDUCATORS ASSOCIATION OF MASSACHUSETTS (EIN 04-2429428)
Tax period
2009-10-01 to 2010-09-30
Filed
2011-01-29
IRS object ID
201100299349300000
Schema version
2009v1.4
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)
Timestamp2011-01-29T08:17:04-00:00Timestamp
Tax Period End Date2010-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Line135 Fairwood RdAddressLine1
CitySouth YarmouthCity
StateMAState
ZIP Code02664ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042429428EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RETIRED EDUCATORS ASSOCIATION OF MASSACHUSETTS INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRETINameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line1165 LAKESIDE AVEAddressLine1
CityMARLBOROUGHCity
StateMAState
ZIP Code017524572ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN HARMONName
TitleTREASURERTitle
Date Signed2011-01-29DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRichard BartleyName
Phone5083989062Phone
Date Prepared2011-01-29DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJEAN LOUIS CLAPINNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1165 LAKESIDE AVEAddressLine1
CityMARLBOROUGHCity
StateMAState
ZIP Code01752ZIPCode
FieldValueIRS element (for citing)
Gross Receipts171502GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1951YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionSERVING THE INTERESTS OF RETIRED EDUCATORS OF MASSACHUSETTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members5400NbrIndependentVotingMembers
Total Nbr Employees7TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year130331ContributionsGrantsPriorYear
Contributions Grants Current Year153161ContributionsGrantsCurrentYear
Program Service Revenue CY13415ProgramServiceRevenueCY
Investment Income Prior Year5643InvestmentIncomePriorYear
Investment Income Current Year2344InvestmentIncomeCurrentYear
Other Revenue Current Year2582OtherRevenueCurrentYear
Total Revenue Prior Year135974TotalRevenuePriorYear
Total Revenue Current Year171502TotalRevenueCurrentYear
Grants And Similar Amnts CY3300GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year76154SalariesEtcPriorYear
Salaries Etc Current Year74406SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year79989OtherExpensePriorYear
Other Expenses Current Year104046OtherExpensesCurrentYear
Total Expenses Prior Year156143TotalExpensesPriorYear
Total Expenses Current Year181752TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-20169RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-10250RevenuesLessExpensesCY
Total Assets BOY151575TotalAssetsBOY
Total Assets EOY159902TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY151575NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY159902NetAssetsOrFundBalancesEOY
Mission DescriptionTO SERVE THE INTERESTS OF RETIRED EDUCATORS OF MASSACHUSETTSMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense31724Expense
Revenue13415Revenue
DescriptionSEMINARS ON RETIREMENTDescription
Total Program Service Expense31724TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Balance Sheet Amounts ReportedfalseBalanceSheetAmountsReported
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
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
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
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredfalseScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
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
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members5400NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddresstrueOfficerMailingAddress
Local ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Annual Disclosure Covered PersonsfalseAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementfalseRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonHILLARI WENNERSTROMNamePerson
Telephone Number5086240233TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line115 EMERALD STAddressLine1
CityTYNGSBOROCity
StateMAState
ZIP Code01879ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
LINDA GUTTRICH
REC SECRETARY004.00XX200000
JEAN LOUIS CLAPIN
PRESIDENT005.00XX250000
JOHN HARMON
TREASURER005.00XX350000
JOHN HASSAN
1ST VP004.00XX75000
HILLARI WENNERSTROM
EXEC DIRECTOR032.00X3687500XX
ALBERT RUSSO
2nd VP005.00XX75000
CAROL VALES
OFFICE ASST.022.002163500X
FieldValueIRS element (for citing)
Total Reportable Comp From Org68010TotalReportableCompFromOrg
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

FieldValueIRS element (for citing)
Name PersonNANamePerson
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Membership Dues149168MembershipDues
All Other Contributions3993AllOtherContributions
Total Contributions153161TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionSEMINARSDescription
Business Code900099BusinessCode
Total Revenue Column13415TotalRevenueColumn
FieldValueIRS element (for citing)
Total Program Service Revenue13415TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2344TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column2582TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue2582TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column171502TotalRevenueColumn

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total3300Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total68010Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total6396Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total3200Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total20000Total
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total453Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total8087Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total8Total

Travel Travel

FieldValueIRS element (for citing)
Total1831Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total34639Total
Program Services31724ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total0Total

Insurance Insurance

FieldValueIRS element (for citing)
Total978Total

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotal
PRINTING19948
POSTAGE12761
MISCELLANEOUS2141

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total0Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total181752Total
Program Services31724ProgramServices

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY35866BOY
EOY76477EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY85381BOY
EOY83262EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY474BOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY29854BOY
EOY163EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY151575BOY
EOY159902EOY

Total Liabilities TotalLiabilities

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

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY151575BOY
EOY159902EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY151575BOY
EOY159902EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY151575BOY
EOY159902EOY
FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewtrueAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year149168CurrentTaxYear
Total149168Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year149168CurrentTaxYear
Total149168Total
FieldValueIRS element (for citing)
Public Support Total170149168PublicSupportTotal170

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year3993CurrentTaxYear
Total3993Total
FieldValueIRS element (for citing)
Total Support153161TotalSupport
Public Support Pertcentage1700.00000PublicSupportPertcentage170
Public Support Pertcent Prior Year0.96340PublicSupportPertcentPriorYear

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years87000CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years97922CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years161055CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year135974CurrentTaxYearMinus1Year
Current Tax Year171502CurrentTaxYear
Total653453Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years87000CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years97922CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years161055CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year135974CurrentTaxYearMinus1Year
Current Tax Year171502CurrentTaxYear
Total653453Total
FieldValueIRS element (for citing)
Public Support Total509653453PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3526CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years4210CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5225CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5643CurrentTaxYearMinus1Year
Current Tax Year2344CurrentTaxYear
Total20948Total

Post1975 UBTI Post1975UBTI

FieldValueIRS element (for citing)
Total0Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3526CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years4210CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5225CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5643CurrentTaxYearMinus1Year
Current Tax Year2344CurrentTaxYear
Total20948Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Total0Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1675CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2324CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3142CurrentTaxYearMinus2Years
Current Tax Year2582CurrentTaxYear
Total9723Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years92201CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years104456CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years169422CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year141617CurrentTaxYearMinus1Year
Current Tax Year176428CurrentTaxYear
Total684124Total
FieldValueIRS element (for citing)
Public Support Percentage5090.95630PublicSupportPercentage509
Prior Year Support Percentage0.94260PriorYearSupportPercentage
Investment Income Percentage0.03060InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.04370PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509
Facts And Circumstances TestPart III Line 12 miscellaneous incomeFactsAndCircumstancesTest

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
IdentifierForm 990 VIIdentifier
Return Reference11AReturnReference
ExplanationForm 990 is reviewed by the TreasurerExplanation

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