STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND (EIN 20-0475553)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201821349349305442
Schema version
2017v2.2
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)
Return2018-05-14T13:40:31-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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)
PersonROBERT ROACHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2026375399PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUBRINA L WOOD CPAPreparerPersonNm
PTINP00365899PTIN
Phone2023319880PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.100.43.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-14IPDt
IP Tm14:40:09IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id883CF1A9781ABDA3268701484D9C94428E8D752BAtSubmissionCreationDeviceId
At Submission Filing Device Id31A954A32AED5168E1D2D9711EACA06BFDB1B55CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT ROACHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 16TH ST NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$58,842GrossReceiptsAmt
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 Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$221,900PYContributionsGrantsAmt
CY Contributions Grants$58,829CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1PYInvestmentIncomeAmt
CY Investment Income$13CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$221,901PYTotalRevenueAmt
CY Total Revenue$58,842CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$60,915CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,610CYTotalFundraisingExpenseAmt
PY Other Expenses$199,918PYOtherExpensesAmt
CY Other Expenses$24,327CYOtherExpensesAmt
PY Total Expenses$199,918PYTotalExpensesAmt
CY Total Expenses$95,242CYTotalExpensesAmt
PY Revenues Less Expenses$21,983PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$36,400CYRevenuesLessExpensesAmt
Total Assets BOY$107,203TotalAssetsBOYAmt
Total Assets EOY$115,576TotalAssetsEOYAmt
Total Liabilities BOY$40,633TotalLiabilitiesBOYAmt
Total Liabilities EOY$85,406TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$66,570NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$30,170NetAssetsOrFundBalancesEOYAmt
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$54,580ExpenseAmt
Grant$10,000GrantAmt
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$6,225ExpenseAmt
DescLCAO: AS A MEMBER OF LCAO THE ALLIANCE PARTICIPATED IN THE LCAO MEETINGS FOR CY 2017. 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 ORGANIZATION THAT ARE DIVERSE AND DEDICATED TO PRESERVING AND STRENGTHENING THE WELL-BEING OF AMERICAN'S OLDER POPULATION. THE MEMBERSHIP DUES FROM EACH OF THESE 72 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

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$313ExpenseAmt
DescCOMMUNICATIONS: PROVIDES MEDIA CAMPAIGN COVERAGE TO PROMOTE THE EDUCATIONAL FUND, ADVISES ON PUBLIC RELATIONS FOR THE EDUCATIONAL FUND INCLUDING INFORMATION BROCHURES AND PUBLICATIONS AND PROVIDES WRITTEN CONTENT TO UPDATE EDUCATIONAL FUND'S WEBSITE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$61,118TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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
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 (9 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
PEDRO RODRIQUEZ
BOARD MEMBER0.50Yes (X)$0$0$0
ROGER SMITH
BOARD MEMBER0.50Yes (X)$0$0$0
RICHARD J FIESTA
EXECUTIVE DIRECTOR0.00Yes (X)Yes (X)$0$167,972$58,97340.00
SUZANNE ELNAHAL
DIRECTOR OF FINANCE & ADMI8.00Yes (X)Yes (X)$5,112$42,775$13,05232.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,112TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$210,747TotReportableCompRltdOrgAmt
Total Other Compensation$72,025TotalOtherCompensationAmt
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$58,829AllOtherContributionsAmt
Total Contributions$58,829TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13TotalRevenueColumnAmt
Exclusion$13ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,842TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$13ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Program Services$10,000ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$36,440TotalAmt
Program Services$28,852ProgramServicesAmt
Management And General$7,588ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,728TotalAmt
Program Services$7,113ProgramServicesAmt
Management And General$3,615ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,488TotalAmt
Program Services$6,091ProgramServicesAmt
Management And General$4,397ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,259TotalAmt
Program Services$2,039ProgramServicesAmt
Management And General$1,220ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$156TotalAmt
Program Services$78ProgramServicesAmt
Management And General$78ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,700TotalAmt
Management And General$7,700ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

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

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,366TotalAmt
Fundraising$1,366FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,186TotalAmt
Program Services$1,880ProgramServicesAmt
Management And General$306ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,335TotalAmt
Program Services$3,725ProgramServicesAmt
Management And General$610ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$48TotalAmt
Program Services$48ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$232TotalAmt
Program Services$232ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
FILINGS & REGISTRATIONS$2,223$2,223
BANK SERVICE CHARGES$860$860
DUES & SUBSCRIPTIONS$200$200

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$21TotalAmt
Fundraising$21FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$95,242TotalAmt
Program Services$61,118ProgramServicesAmt
Management And General$25,514ManagementAndGeneralAmt
Fundraising$8,610FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$102,155BOYAmt
EOY$105,586EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,048BOYAmt
EOY$9,990EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$107,203BOYAmt
EOY$115,576EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,633BOYAmt
EOY$85,406EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,633BOYAmt
EOY$85,406EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$66,570BOYAmt
EOY$30,170EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$66,570BOYAmt
EOY$30,170EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$107,203BOYAmt
EOY$115,576EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$36,400ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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$37,524CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$117,054CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,424CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$221,900CurrentTaxYearMinus1YearAmt
Current Tax Year$58,829CurrentTaxYearAmt
Total$455,731TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,524CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$117,054CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,424CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$221,900CurrentTaxYearMinus1YearAmt
Current Tax Year$58,829CurrentTaxYearAmt
Total$455,731TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$163,621SubstantialContributorsTotAmt
Public Support Total170$292,110PublicSupportTotal170Amt
Total Support$455,731TotalSupportAmt
Gross Receipts Rltd Activities$289,000GrossReceiptsRltdActivitiesAmt
Public Support CY1700.64100PublicSupportCY170Pct
Public Support PY1700.71250PublicSupportPY170Pct
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$85,406Amt
FieldValueIRS element (for citing)
Total Liability$85,406TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$92,293TotalRevEtcAuditedFinclStmtAmt
Other Revenue$33,451OtherRevenueAmt
Revenue Not Reported$33,451RevenueNotReportedAmt
Revenue Subtotal$58,842RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$58,842TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$128,693TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$33,451OtherExpensesIncludedAmt
Expenses Not Reported$33,451ExpensesNotReportedAmt
Expenses Subtotal$95,242ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$95,242TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 2014 THROUGH 2016, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:IN-KIND CONTRIBUTIONS 33,451.
PART XII, LINE 2D - OTHER ADJUSTMENTS:IN-KIND CONTRIBUTIONS 33,451.

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$167,972CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$40,732DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$18,241NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$226,945TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 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.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ALLIANCE FOR RETIRED AMERICANSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeLTransactionTypeTxt
Involved$85,406InvolvedAmt