STRATEGY STUDIO / PUBLIC DATA EXPLORER

NAVAL ENLISTED RESERVE ASSOCIATION: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NAVAL ENLISTED RESERVE ASSOCIATION (EIN 23-7238557)
Tax period
2013-09-01 to 2014-08-31
Filed
2015-07-15
IRS object ID
201511969349200511
Schema version
2013v4.0
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

FieldValueIRS element (for citing)
Return2015-07-15T11:26:21-05:00ReturnTs
Tax Period End2014-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521186096PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RUBINO AND COMPANY CHARTEREDBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16903 ROCKLEDGE DRIVE SUITE 1200AddressLine1
CityBETHESDACity
StateMDState
ZIP Code208171818ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237238557EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NAVAL ENLISTED RESERVE ASSOCIATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlNAVABusinessNameControlTxt
Phone7035341329PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16703 FARRAGUT AVENUEAddressLine1
CityFALLS CHURCHCity
StateVAState
ZIP Code220422189ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN R SANDYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7035341329PhoneNum
Signature2015-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA A O'MALLEY CPAPreparerPersonNm
PTINP00285909PTIN
Phone3015643636PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting OtherMODIFIED CASH BASISMethodOfAccountingOtherDesc
Website AddressWWW.NERA.ORGWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$153,076GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$22,854ContributionsGiftsGrantsEtcAmt
Program Service Revenue$20,901ProgramServiceRevenueAmt
Membership Dues$28,848MembershipDuesAmt
Investment Income$4,499InvestmentIncomeAmt
Other Revenue Total$75,974OtherRevenueTotalAmt
Total Revenue$153,076TotalRevenueAmt
Grants And Similar Amounts Paid$21,588GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$53,025SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$6,736FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$10,116OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$30,504PrintingPublicationsPostageAmt
Other Expenses Total$28,217OtherExpensesTotalAmt
Total Expenses$150,186TotalExpensesAmt
Excess Or Deficit For Year$2,890ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$185,622NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$9,446OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$179,066NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$150,347BOYAmt
EOY$146,582EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$34,770BOYAmt
EOY$33,586EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$629BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$185,746BOYAmt
EOY$180,168EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$124BOYAmt
EOY$1,102EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$185,622BOYAmt
EOY$179,066EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE INFORMATION AND SUPPORT SERVICES TO US NAVAL, US MARINE CORPS AND US COAST GUARD RESERVISTS, VETERANS, CADETS, AND THEIR FAMILIES.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
PUBLICATION: PUBLICATION OF A QUARTERLY MAGAZINE "THE MARINER" WHICH IS PROVIDED ONLINE AND/OR MAILED TO EACH OF THE ASSOCIATION'S MEMBERS. THE PUBLICATION REPORTS ON NATIONAL EVENTS AND TRENDS THAT AFFECT SEA SERVICE RESERVISTS AND THEIR FAMILIES.$0$0
ANNUAL COLLEGE SCHOLARSHIP PROGRAM: TO PROMOTE SERVICE IN THE US RESERVES. SCHOLARSHIPS ARE AWARDED TO MEMBERS AND THEIR FAMILY BASED UPON AN APPLICATION AND ESSAY. IN THE CURRENT FISCAL YEAR, $18,500 WAS PAID TO 7 SCHOLARSHIP RECIPIENTS.$0$0
PROFESSIONAL DEVELOPMENT: PROVIDE CAREER COUNSELING, MENTORING, AND ASSISTANCE WITH RESERVIST BENEFIT ISSUES. SERVICE IS PROVIDED THROUGH PROFESSIONAL DEVELOPMENT SESSIONS AT REGIONAL AND NATIONAL CONFERENCES, THROUGH ONLINE DISCUSSIONS AND DATABASES, AND BY COOPERATIVE EFFORTS WITH OTHER RESERVIST ORGANIZATIONS.$0$0
ANNUAL NATIONAL CONFERENCE: NERA SPONSORED EVENT TO EDUCATE MEMBERS THROUGH SPEAKERS, ON RIGHTS AND BENEFITS FOR NAVAL RESERVISTS.$0$0

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NICK B MARINE
PAST PRESIDENT5.00$0$0$0
CHARLES COX
VICE PRESIDENT2.00$0$0$0
MARIANNE MOSHER
SECRETARY2.00$0$0$0
JOANNE M ELLIOTT
TREASURER2.00$0$0$0
STEPHEN R SANDY
EXECUTIVE DIRECTOR40.00$0$0$0
EUGENE KOELKER
PRESIDENT10.00$0$0$0
DEBRA FALLON
NATL COUNSELOR2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptYes (1)ChgMadeToOrgnzngDocNotRptInd
Organization Had UBIYes (1)OrganizationHadUBIInd
Organization Filed990 TYes (1)OrganizationFiled990TInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN R SANDYBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line16703 FARRAGUT AVENUEAddressLine1
CityFALLS CHURCHCity
StateVAState
ZIP Code220422189ZIPCode
FieldValueIRS element (for citing)
Phone7035341329PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 238. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 4,261. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,499. TOTAL TO FORM 990-EZ, LINE 14: 10,116.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: MISCELLANOUS. AMOUNT: 104. DESCRIPTION: ROYALTIES. AMOUNT: 75,870. TOTAL TO FORM 990-EZ, LINE 8: 75,974.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 529. DESCRIPTION: OTHER EXPENSES. AMOUNT: 9,587.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE EXPENSES. AMOUNT: 6,418. DESCRIPTION: INSURANCE. AMOUNT: 3,644. DESCRIPTION: TECHNOLOGY. AMOUNT: 4,313. DESCRIPTION: CONFERENCES. AMOUNT: 5,155. DESCRIPTION: TAXES. AMOUNT: 6,497. DESCRIPTION: TRAVEL. AMOUNT: 906. DESCRIPTION: DEPRECIATION. AMOUNT: 1,284. TOTAL TO FORM 990-EZ, LINE 16: 28,217.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAINS. AMOUNT: -9,446.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 629. END OF YEAR AMOUNT: 0.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 124. END OF YEAR AMOUNT: 1,102.
FORM 990-EZ, PART V, LINE 34NEC MEETING WILL BE HELD BY TELEPHONE CONFERENCE, DETERMINED BY THE NATIONAL PRESIDENT. PROPOSED AMENDMENTS AND RESOLUTIONS SHOULD BE PRESENTED TO THE C&BL COMMITTEE FOR CONSIDERATION AND RECOMMENDATION. THE COMMITTEE WILL REVIEW FOR MEETING SUBMISSION AND THEN FORWARD THE PROPOSED AMENDMENT TO NATIONAL HEADQUARTERS. EMERGENCY RESOLUTIONS ARE EFFECTIVE IMMEDIATELY AT ADJOURNMENT OF THAT NATIONAL CONFERENCE,

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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