THE RETIRED ENLISTED ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE RETIRED ENLISTED ASSOCIATION (EIN 84-1149039)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-12
- IRS object ID
- 201422249349302587
- Schema version
- 2013v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-12T17:17:23-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208019714 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JDS PROFESSIONAL GROUP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10303 E DRY CREEK RD STE 400 | AddressLine1 |
| City | ENGLEWOOD | City |
| State | CO | State |
| ZIP Code | 80112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841149039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREA MEMORIAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREA | BusinessNameControlTxt |
| Phone | 3037520660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 S ABILENE COURT | AddressLine1 |
| City | AURORA | City |
| State | CO | State |
| ZIP Code | 80012 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY CLOWERS | PersonNm |
| Person Title | DIRECTOR FOR OPERATIONS | PersonTitleTxt |
| Phone | 3037520660 | PhoneNum |
| Signature | 2014-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI B BAUER CPA | PreparerPersonNm |
| PTIN | P01260252 | PTIN |
| Phone | 3037710123 | PhoneNum |
| Preparation | 2014-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TAMMY CLOWERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 S ABILENE CT | AddressLine1 |
| City | AURORA | City |
| State | CO | State |
| ZIP Code | 80012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,449,889 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TREA.ORG/ORG/MEM_FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST FELLOW VETERANS AND THEIR FAMILIES IN FORTUNE AND DISTRESS, IN EVERY PROPER AND LEGITIMATE MANNER, AND TO REPRESENT THEM WHEN MATTERS AFFECTING THEIR RIGHTS AND INTERESTS ARE UNDER EVALUATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $106 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,577,851 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,247,708 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,821 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,532 | CYInvestmentIncomeAmt |
| PY Other Revenue | $147,120 | PYOtherRevenueAmt |
| CY Other Revenue | $184,533 | CYOtherRevenueAmt |
| PY Total Revenue | $2,732,792 | PYTotalRevenueAmt |
| CY Total Revenue | $3,440,773 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $233,989 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $204,449 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $420,162 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $264,276 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,063,468 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,161,581 | PYOtherExpensesAmt |
| CY Other Expenses | $3,227,574 | CYOtherExpensesAmt |
| PY Total Expenses | $2,815,732 | PYTotalExpensesAmt |
| CY Total Expenses | $3,696,299 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$82,940 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$255,526 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $651,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $820,507 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $371,850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $776,553 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $279,303 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,954 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ASSIST FELLOW VETERANS AND THEIR FAMILIES IN FORTUNE AND DISTRESS, IN EVERY PROPER AND LEGITIMATE MANNER, AND TO REPRESENT THEM WHEN MATTERS AFFECTING THEIR RIGHTS AND INTERESTS ARE UNDER EVALUATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $697,724 | ExpenseAmt |
| Grant | $204,449 | GrantAmt |
| Desc | EDUCATIONAL SCHOLARSHIPS, GRANTS, AND RELATED EXPENSES. | Desc |
| Total Program Service Expenses | $697,724 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3037520660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SOUTH ABILENE COURT | AddressLine1 |
| City | AURORA | City |
| State | CO | State |
| ZIP Code | 80012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| THELMA HAIRSTON | ||||||
| SECRETARY/TR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BOB HOLTZ | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD L CATES | ||||||
| TREASURER/TR | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH MARK TABACHECK JR | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY ANDERSON | ||||||
| CHAIRMAN | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | Address Line2ContractorAddress/USAddress/AddressLine2 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PRODUCTION MANAGEMENT GROUP | ||||||
| 6940 COLUMBIA GATEWAY DR | STE 220 | COLUMBIA | MD | 21046 | PRINTING/PROD. | $1,791,807 |
| EDGEMARK PARTNERS | ||||||
| 4510 COX RD | STE 305 | GLEN ALLEN | VA | 23060 | PRINTING/PROD. | $358,111 |
| JEREMY SQUIRES & ASSOCIATES | ||||||
| 39 GARRETT ST | STE 2 | WARRENTON | VA | 20186 | FUNDRAISING | $264,276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,247,708 | AllOtherContributionsAmt |
| Total Contributions | $3,247,708 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,549 | TotalRevenueColumnAmt |
| Exclusion | $9,549 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,099 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,116 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,017 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,017 | TotalRevenueColumnAmt |
| Exclusion | -$1,017 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| LIST RENTAL INCOME | $184,427 | $184,427 | ||
| LIST RENTAL INCOME | $106 | 900004 | $106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $184,533 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,440,773 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $106 | UnrelatedBusinessRevenueAmt |
| Exclusion | $192,959 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,449 | TotalAmt |
| Program Services | $204,449 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,205 | TotalAmt |
| Management And General | $6,205 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,614 | TotalAmt |
| Management And General | $46,614 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,276 | TotalAmt |
| Fundraising | $264,276 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150 | TotalAmt |
| Management And General | $150 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,490 | TotalAmt |
| Program Services | $24,288 | ProgramServicesAmt |
| Management And General | $22,215 | ManagementAndGeneralAmt |
| Fundraising | $34,987 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,453 | TotalAmt |
| Program Services | $1,453 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,039,932 | TotalAmt |
| Program Services | $455,938 | ProgramServicesAmt |
| Management And General | $831,515 | ManagementAndGeneralAmt |
| Fundraising | $1,752,479 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305 | TotalAmt |
| Program Services | $305 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,497 | TotalAmt |
| Program Services | $3,497 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158 | TotalAmt |
| Program Services | $158 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AFAC EXPENSES | $17,605 | $2,553 | $3,697 | $11,355 |
| BANK CHARGES & PAY PAL | $14,623 | $14,623 | ||
| STATE REGISTRATIONS | $9,947 | $9,947 | ||
| TRANSFER TO OPERATIONS | $5,000 | $5,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595 | TotalAmt |
| Program Services | $83 | ProgramServicesAmt |
| Management And General | $141 | ManagementAndGeneralAmt |
| Fundraising | $371 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,696,299 | TotalAmt |
| Program Services | $697,724 | ProgramServicesAmt |
| Management And General | $935,107 | ManagementAndGeneralAmt |
| Fundraising | $2,063,468 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,260,625 | TotalAmt |
| Program Services | $465,248 | ProgramServicesAmt |
| Management And General | $737,202 | ManagementAndGeneralAmt |
| Fundraising | $2,058,175 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,410 | BOYAmt |
| EOY | $395,400 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,090 | BOYAmt |
| EOY | $111,373 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,968 | BOYAmt |
| EOY | $89,511 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,496 | BOYAmt |
| EOY | $157,597 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,189 | BOYAmt |
| EOY | $66,626 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,153 | BOYAmt |
| EOY | $820,507 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,620 | BOYAmt |
| EOY | $758,053 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,230 | BOYAmt |
| EOY | $18,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,850 | BOYAmt |
| EOY | $776,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,393 | BOYAmt |
| EOY | $35,044 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,910 | BOYAmt |
| EOY | $8,910 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,303 | BOYAmt |
| EOY | $43,954 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,153 | BOYAmt |
| EOY | $820,507 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$255,526 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,177 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,482,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,895,907 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,033,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,577,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,247,708 | CurrentTaxYearAmt |
| Total | $16,237,429 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,482,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,895,907 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,033,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,577,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,247,708 | CurrentTaxYearAmt |
| Total | $16,237,429 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $16,237,429 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,549 | CurrentTaxYearAmt |
| Total | $36,512 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,874 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $165,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,533 | CurrentTaxYearAmt |
| Total | $692,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,966,708 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,506 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | LIST RENTAL INCOME 692,767 | ExplanationTxt |
Schedule D IRS990ScheduleD
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $66,626 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $66,626 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIPS PAYABLE | Desc |
| Amt | $18,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,500 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,460,950 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,177 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $20,177 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,440,773 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,440,773 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,696,299 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,696,299 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,696,299 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION FOLLOWS ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES THE FOUNDATION TO DETERMINE WHETHER A TAX POSITION (AND THE RELATED TAX BENEFIT) IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT, PRESUMING THAT THE TAX POSITION IS EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. DURING THE YEAR ENDED DECEMBER 31, 2013, THE FOUNDATIONS MANAGEMENT EVALUATED ITS TAX POSITIONS TO DETERMINE THE EXISTENCE OF UNCERTAINTIES, AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION OR WHICH MAY HAVE AN AFFECT ON ITS TAX-EXEMPT STATUS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEREMY SQUIRE & ASSOCIATES | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 GARRETT ST | AddressLine1 |
| City | WARRENTON | City |
| State | VA | State |
| ZIP Code | 20186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIR. MAIL | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $3,109,026 | GrossReceiptsAmt |
| Retained By Contractor | $264,276 | RetainedByContractorAmt |
| Net To Organization | $2,844,750 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,109,026 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $264,276 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,844,750 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PAGE 1, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | JEREMY SQUIRE & ASSOCIATES 264,276 PROF FUND FEE 578,030 REIMBURSEMENTS | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 30 | $93,059 |
| AID TO TROOPS | 63 | $45,587 |
| DONATIONS | 3 | $65,803 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS: ELIGIBLE RECIPIENTS INCLUDE DEPENDENT CHILDREN, GRANDCHILDREN AND GREAT- GRANDCHILDREN OF TREA AND TREA AUXILIARY MEMBERS. SCHOLARSHIP GRANTS ARE NOT TO BE RESTRICTED OR LIMITED BASED ON RACE, CREED, SEX, RELIGION OR THE EMPLOYMENT STATUS OF ANY INDIVIDUAL OR RELATIVE OF THE INDIVIDUAL. SELECTIONS ARE MADE BY A SCHOLARSHIP COMMITTEE. SCHOLARSHIP GRANTS ARE ADMINISTERED BY THE EDUCATIONAL INSTITUTION AND NO ACADEMIC REPORTS ARE REQUIRED. IN THE EVENT THAT A GRANT RECIPIENT WITHDRAWS OR TRANSFERS FROM THE INSTITUTION, UNDISBURSED FUNDS WILL NOT BE DISBURSED. FUNDS THAT HAVE ALREADY BEEN DISBURSED MAY BE RETAINED BY THE INSTITUTION'S FINANCIAL AID PROGRAM OR RETURNED TO THE FOUNDATION. THE AVAILABILITY OF SCHOLARSHIPS WILL BE PUBLICIZED IN THE TREA MONTHLY MAGAZINE, THE VOICE, AND IN THE MANY PUBLICATIONS OF TREA CHAPTERS. BENEVOLENT ASSISTANCE: ELIGIBLE APPLICANTS INCLUDE VETERANS, THE SURVIVING SPOUSE OF A VETERAN OR AN ADULT OR AGENCY ON BEHALF OF A DEPENDENT CHILD OF A VETERAN. THE BENEFICIARY OF A GRANT MUST EITHER BE THE VETERAN OR BE RELATED TO THE VETERAN. THE APPLICATIONS ARE REVIEWED BY THE BOARD OF TRUSTEES;GRANTS ARE BASED ON THE MOST DESERVING AND TRULY NEEDY BASED ON THE CIRCUMSTANCES OF EACH INDIVIDUAL CASE. A MAJORITY VOTE OF A QUORUM OF BOARD MEMBERS IS REQUIRED TO APPROVE ALL RECOMMENDED ACTIONS. NEITHER MEMBERS OF THE BOARD OF TRUSTEES NOR THEIR RELATIVES HAVE BEEN OR WILL BE POSSIBLE GRANT RECIPIENTS. DISASTER RELIEF: DISASTER RELIEF IS AVAILABLE TO ALL RESIDENTS OF THE UNITED STATES, ITS TERRITORIES, COMMONWEALTHS AND POSSESSIONS. FUNDS MAY BE FUNNELED THROUGH A NATIONAL RELIEF AGENCY OR DISBURSED TO INDIVIDUALS OR FAMILIES. THE APPLICATIONS ARE REVIEWED BY THE BOARD OF TRUSTEES. A MAJORITY VOTE OF A QUORUM OF THE BOARD MEMBERS IS REQUIRED TO APPROVE ALL RECOMMENDED ACTIONS. NEITHER MEMBERS OF THE BOARD OF TRUSTEES NOR THEIR RELATIVES HAVE BEEN OR WILL BE POSSIBLE FUND RECIPIENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS REVIEWED BY THE ORGANIZATION'S DFO AND STAFF ACCOUNTANT, LINE BY LINE. THE RETURNS ARE THEN AVAILABLE TO THE BOARD OF TRUSTEES FOR REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL OFFICERS, EMPLOYEES, AGENTS, CONSULTANTS OF THE ORGANIZATION ARE REQUIRED TO ADHERE TO THE BYLAWS AND STANDING RULES, WHICH INCLUDE CONFLICT OF INTEREST POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE WEBSITE. THE AUDITED FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL REPORT THAT IS PUBLISHED IN THE ORGANIZATION'S MAGAZINE, THE VOICE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| THE RETIRED ENLISTED ASSOC INC | |||||||||
| 1111 S ABILENE CT | AURORA | CO | 80012 | 840537947 | VET ASSOC | CO | 501C19 | N/A | false |
| TREA SENIOR CITIZEN LEAGUE | |||||||||
| 1001 N FAIRFAX ST 101 | ALEXANDRIA | VA | 22314 | 841295705 | ADVOCACY | VA | 501C4 | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE RETIRED ENLISTED ASSOCIATION | ||
| B | $12,301 | CASH |
| THE RETIRED ENLISTED ASSOCIATION | ||
| P | $43,704 | CASH |