STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND (EIN 20-0475553)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-14
IRS object ID
202001359349303090
Schema version
2019v5.1
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)
Return2020-05-14T15:41:58-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200475553EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLIANCE FOR RETIRED AMERICANSBusinessNameLine1Txt
Business Name Line2EDUCATIONAL FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALLIBusinessNameControlTxt
Phone2026375399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 16TH ST NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD J FIESTAPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2026375399PhoneNum
Signature2020-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN C DARR CPA CMAPreparerPersonNm
PTINP01324904PTIN
Phone2023319880PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.100.43.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-14IPDt
IP Tm16:41:44IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id099BB351ED5C43DB8E4A0DD96B056B1430213725AtSubmissionCreationDeviceId
At Submission Filing Device Id54FE6E471F8A05619F206DEE27FDE7D0C354BA03AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD J FIESTAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 16TH ST NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$38,753GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RETIREDAMERICANSFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND (ARAEF) IS A SOCIAL WELFARE ORGANIZATION DEVOTED TO RESEARCH AND EDUCATIONAL ISSUES OF IMPORTANCE TO SENIORS, RETIREES AND THEIR FAMILIES. THE ARAEF FOCUSES PRIMARILY ON THREE PROGRAM AREAS: (I) RESEARCH AND DEVELOPMENT OF WRITTEN MATERIALS THAT DEAL WITH PUBLIC POLICY ISSUES THAT AFFECT RETIREES; (II) EDUCATION ON PUBLIC POLICY ISSUES THAT AFFECT RETIREES; AND (III) WORKING WITH OTHER NOT-FOR-PROFIT ORGANIZATIONS ON ISSUES THAT AFFECT SENIORS, RETIREES AND THEIR FAMILIES. THE FOLLOWING PROGRAMS DESCRIBE EACH OF THESE ACTIVITIES IN GREATER DETAIL.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$161PYContributionsGrantsAmt
CY Contributions Grants$13,299CYContributionsGrantsAmt
PY Program Service Revenue$66,117PYProgramServiceRevenueAmt
CY Program Service Revenue$25,200CYProgramServiceRevenueAmt
PY Investment Income$185PYInvestmentIncomeAmt
CY Investment Income$254CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$66,463PYTotalRevenueAmt
CY Total Revenue$38,753CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$53,304PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$35,896CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,708CYTotalFundraisingExpenseAmt
PY Other Expenses$28,343PYOtherExpensesAmt
CY Other Expenses$15,182CYOtherExpensesAmt
PY Total Expenses$81,647PYTotalExpensesAmt
CY Total Expenses$51,078CYTotalExpensesAmt
PY Revenues Less Expenses-$15,184PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$12,325CYRevenuesLessExpensesAmt
Total Assets BOY$52,127TotalAssetsBOYAmt
Total Assets EOY$53,115TotalAssetsEOYAmt
Total Liabilities BOY$37,141TotalLiabilitiesBOYAmt
Total Liabilities EOY$50,454TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,986NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,661NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND (ARAEF) IS A SOCIAL WELFARE ORGANIZATION DEVOTED TO RESEARCH AND EDUCATIONAL ISSUES OF IMPORTANCE TO SENIORS, RETIREES AND THEIR FAMILIES. THE ARAEF FOCUSES PRIMARILY ON THREE PROGRAM AREAS: (I) RESEARCH AND DEVELOPMENT OF WRITTEN MATERIALS THAT DEAL WITH PUBLIC POLICY ISSUES THAT AFFECT RETIREES; (II) EDUCATION ON PUBLIC POLICY ISSUES THAT AFFECT RETIREES; AND (III) WORKING WITH OTHER NOT-FOR-PROFIT ORGANIZATIONS ON ISSUES THAT AFFECT SENIORS, RETIREES AND THEIR FAMILIES. THE FOLLOWING PROGRAMS DESCRIBE EACH OF THESE ACTIVITIES IN GREATER DETAIL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$25,684ExpenseAmt
Revenue$25,000RevenueAmt
DescFIELD MOBILIZATION: PROVIDE TRAINING AND DEVELOPMENT AND GRANT SEEKING TRAINING FOR COMMUNITY LEADERS. PROVIDE LEADERSHIP DEVELOPMENT AND COALITION BUILDING AMONG NONPROFIT ORGANIZATIONS AND COMMUNITY GROUPS WITH THE GOAL OF FOSTERING ACTIVISM AMONG RETIREES AND SENIORS WITH THE GOAL OF IMPACTING ISSUES AFFECTING SENIORS. THE ALLIANCE AS PARTNER WITH FINRA INVESTOR EDUCATION FOUNDATION DEVELOPED AND DELIVERED EFFECTIVE INVESTOR PROTECTION OUTREACH ON "OUTSMARTING INVESTMENTS FRAUD AND "INVESTMENT FRAUD PREVENTION OUTREACH" TO DISSEMINATE IN LOCAL MARKETS THROUGHOUT THE UNITED STATES. WITH GRANT SUPPORT FROM FINRA THE ALLIANCE TRAINED 968 ATTENDEES TO MAKE OUTSMARTING INVESTMENT FRAUD PRESENTATIONS. THE ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND WORKED WITH FINRA TO CO-BRAND OTHER EDUCATIONAL MATERIALS FOR THIS PROGRAM. THIS RESULTED IN PRESENTATIONS AT STATE CONFERENCES, CONVENTIONS, AND EXECUTIVE BOARD MEETINGS INCLUDING THIRTY-ONE PRESENTATIONS TO 13 STATE ALLIANCE CONVENTIONS WITH AN ESTIMATED TOTAL OF ATTENDANCE OF 2,350 ACTIVISTS. THESE PRESENTATIONS UTILIZED THE POWER POINT CD AND THE FLIP CHART AS WELL AS PLAYING PORTIONS OF THE TV DOCUMENTARY AND PASSING OUT SUPPORT MATERIALS. HUNDREDS OF THE DVD'S AND THOUSANDS OF OTHER COLLATERAL MATERIALS WERE DISTRIBUTED.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$15,359ExpenseAmt
Revenue$200RevenueAmt
DescLCAO: AS A MEMBER OF LCAO THE ALLIANCE PARTICIPATED IN THE LCAO MEETINGS DURING THE YEAR. AS A MEMBER THE ALLIANCE ATTENDED MEETINGS OUTSIDE THE OFFICE IN WASHINGTON, DC. LCAO IS A LARGE A COALITION OF THE NATION'S NON-PROFIT ORGANIZATIONS SERVING OLDER AMERICANS. IT IS COMPOSED OF 70 MEMBER ORGANIZATIONS THAT ARE DIVERSE AND DEDICATED TO PRESERVING AND STRENGTHENING THE WELL-BEING OF AMERICAN'S OLDER POPULATION. THE MEMBERSHIP DUES FROM EACH OF THESE ORGANIZATIONS HELPS TO COVERS THE ADMINISTRATIVE COSTS OF LCAO'S MEETINGS ACTIVITIES. LCAO PROVIDES A VOICE FOR SENIORS AND THEIR FAMILIES IN THE ONGOING NATIONAL DEBATE ON AGING POLICY. LCAO FIGHTS FOR THE WELL-BEING OF AMERICA'S OLDER POPULATION AND COMMITTED TO REPRESENTING THEIR INTERESTS IN THE POLICY-MAKING ARENA. RECOGNIZING THAT THE STRENGTH OF THE COALITION LIES IN THE DIVERSITY OF ITS MEMBERSHIP, THE PURPOSE OF THE LCAO IS TO FOSTER COMMUNICATION AND RESOURCE SHARING AMONG ITS MEMBER ORGANIZATIONS, TO SERVE AS A SOURCE OF INFORMATION ABOUT ISSUES AFFECTING OLDER PERSONS, AND TO PROVIDE LEADERSHIP AND VISION AS AMERICA MEETS THE CHALLENGES AND OPPORTUNITIES PRESENTED BY ITS SOCIETY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$41,043TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUZANNE S PEELER DIRECTOR OF FINANCE & ADMINISTRATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2026375399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 16TH ST NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
ROBERT ROACH
PRESIDENT AND BOARD MEMBER1.00Yes (X)Yes (X)$0$0$0
JOE PETERS
SECRETARY-TREASURER AND BO1.00Yes (X)Yes (X)$0$0$0
NANCY ALTMAN
BOARD MEMBER0.50Yes (X)$0$0$0
STEVE HAYES
BOARD MEMBER0.50Yes (X)$0$0$0
ERIC KINGSON
BOARD MEMBER0.50Yes (X)$0$0$0
RICHARD J FIESTA
EXECUTIVE DIRECTOR1.00Yes (X)$0$168,485$55,50039.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$168,485TotReportableCompRltdOrgAmt
Total Other Compensation$55,500TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$13,299AllOtherContributionsAmt
Total Contributions$13,299TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACT REVENUES900099$25,000$25,000
LCAO MEMBERSHIP DUES900099$200$200
FieldValueIRS element (for citing)
Total Program Service Revenue$25,200TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$254TotalRevenueColumnAmt
Exclusion$254ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,753TotalRevenueColumnAmt
Related Or Exempt Func Income$25,200RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$254ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,187TotalAmt
Program Services$8,187ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$14,725TotalAmt
Program Services$14,007ProgramServicesAmt
Management And General$718ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,661TotalAmt
Program Services$5,477ProgramServicesAmt
Management And General$184ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,567TotalAmt
Program Services$5,210ProgramServicesAmt
Management And General$357ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,756TotalAmt
Program Services$1,701ProgramServicesAmt
Management And General$55ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$684TotalAmt
Program Services$684ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Fundraising$5,000FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,455TotalAmt
Fundraising$1,455FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$435TotalAmt
Program Services$412ProgramServicesAmt
Management And General$23ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,707TotalAmt
Program Services$1,638ProgramServicesAmt
Management And General$69ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11TotalAmt
Program Services$11ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,299TotalAmt
Program Services$3,299ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
FILINGS & REGISTRATIONS$1,214$1,214
BANK SERVICE CHARGES$921$921
DUES & SUBSCRIPTIONS$294$294

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$162TotalAmt
Program Services$123ProgramServicesAmt
Fundraising$39FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$51,078TotalAmt
Program Services$41,043ProgramServicesAmt
Management And General$2,327ManagementAndGeneralAmt
Fundraising$7,708FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$40,927BOYAmt
EOY$48,115EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,200BOYAmt
EOY$5,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,127BOYAmt
EOY$53,115EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,141BOYAmt
EOY$50,454EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,141BOYAmt
EOY$50,454EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,986BOYAmt
EOY$2,661EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,986BOYAmt
EOY$2,661EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,127BOYAmt
EOY$53,115EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$12,325ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,424CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$221,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,829CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,618CurrentTaxYearMinus1YearAmt
Current Tax Year$13,299CurrentTaxYearAmt
Total$316,070TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,424CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$221,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,829CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,618CurrentTaxYearMinus1YearAmt
Current Tax Year$13,299CurrentTaxYearAmt
Total$316,070TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$100,069SubstantialContributorsTotAmt
Public Support Total170$216,001PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$185CurrentTaxYearMinus1YearAmt
Current Tax Year$254CurrentTaxYearAmt
Total$439TotalAmt
FieldValueIRS element (for citing)
Total Support$316,509TotalSupportAmt
Gross Receipts Rltd Activities$166,317GrossReceiptsRltdActivitiesAmt
Public Support CY1700.68240PublicSupportCY170Pct
Public Support PY1700.60150PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO ALLIANCE FOR RETIRED AMERICANSDesc
Amt$50,454Amt
FieldValueIRS element (for citing)
Total Liability$50,454TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$112,753TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$74,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$74,000RevenueNotReportedAmt
Revenue Subtotal$38,753RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$38,753TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$125,078TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$74,000DonatedServicesUseFcltsAmt
Expenses Not Reported$74,000ExpensesNotReportedAmt
Expenses Subtotal$51,078ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$51,078TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE EDUCATIONAL FUND FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE EDUCATIONAL FUND BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE EDUCATIONAL FUND'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR 2016 THROUGH 2018, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRICHARD J FIESTAPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$168,081CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$404OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$40,732DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$14,768NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$223,985TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FEDERAL FORM 990 WAS EMAILED TO ALL BOARD MEMBERS, BEFORE THE RETURN WAS FILED WITH THE IRS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ALLIANCE FOR RETIRED AMERICANSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 16TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200064103ZIPCd
FieldValueIRS element (for citing)
EIN522277805EIN
Primary ActivitiesADVOCACY/EDUCATIONALPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(C)(4)ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd