2020-05-14T15:41:58-05:00 2019-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2019-01-01 200475553 ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND ALLI 2026375399 815 16TH ST NW WASHINGTON DC 20006 RICHARD J FIESTA EXECUTIVE DIRECTOR 2026375399 2020-05-14 1 STEVEN C DARR CPA CMA P01324904 2023319880 38.100.43.98 2020-05-14 16:41:44 ED P 099BB351ED5C43DB8E4A0DD96B056B1430213725 54FE6E471F8A05619F206DEE27FDE7D0C354BA03 2019 2020-09-23 17:36:50Z RICHARD J FIESTA 815 16TH ST NW WASHINGTON DC 20006 38753 0 X WWW.RETIREDAMERICANSFUND.ORG X 2003 DC THE 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. 5 5 0 7 0 0 161 13299 66117 25200 185 254 0 0 66463 38753 0 0 0 0 53304 35896 0 0 7708 28343 15182 81647 51078 -15184 -12325 52127 53115 37141 50454 14986 2661 X THE 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. 0 0 25684 25000 FIELD 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. 15359 200 LCAO: 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. 41043 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 0 0 0 AL AK AR CA CO CT FL HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT WA WV WI DC GA NV VA X SUZANNE S PEELER DIRECTOR OF FINANCE & ADMINISTRATION 2026375399 815 16TH ST NW WASHINGTON DC 20006 ROBERT ROACH PRESIDENT AND BOARD MEMBER 1.00 X X 0 0 0 JOE PETERS SECRETARY-TREASURER AND BO 1.00 X X 0 0 0 NANCY ALTMAN BOARD MEMBER 0.50 X 0 0 0 STEVE HAYES BOARD MEMBER 0.50 X 0 0 0 ERIC KINGSON BOARD MEMBER 0.50 X 0 0 0 RICHARD J FIESTA EXECUTIVE DIRECTOR 1.00 39.00 X 0 168485 55500 0 168485 55500 0 0 1 0 0 13299 13299 CONTRACT REVENUES 900099 25000 25000 LCAO MEMBERSHIP DUES 900099 200 200 25200 254 254 38753 25200 0 254 8187 8187 14725 14007 718 5661 5477 184 5567 5210 357 1756 1701 55 684 684 5000 5000 1455 1455 435 412 23 1707 1638 69 11 11 3299 3299 FILINGS & REGISTRATIONS 1214 1214 BANK SERVICE CHARGES 921 921 DUES & SUBSCRIPTIONS 294 294 162 123 39 51078 41043 2327 7708 40927 48115 11200 5000 52127 53115 37141 50454 37141 50454 X 14986 2661 14986 2661 52127 53115 -12325 0 X 0 1 X 1 0 X 20424 221900 58829 1618 13299 316070 20424 221900 58829 1618 13299 316070 100069 216001 185 254 439 316509 166317 0.68240 0.60150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO ALLIANCE FOR RETIRED AMERICANS 50454 50454 X 112753 74000 74000 38753 0 38753 125078 74000 74000 51078 0 51078 PART X, LINE 2: THE 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. 0 0 0 0 0 0 0 0 0 RICHARD J FIESTA EXECUTIVE DIRECTOR 0 168081 0 0 0 404 0 40732 0 14768 0 223985 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B A 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 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. ALLIANCE FOR RETIRED AMERICANS 815 16TH STREET NW WASHINGTON DC 200064103 522277805 ADVOCACY/EDUCATIONAL DC 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0