2014-08-12T17:17:23-05:00 2013-12-31 208019714 JDS PROFESSIONAL GROUP 10303 E DRY CREEK RD STE 400 ENGLEWOOD CO 80112 990 2013-01-01 841149039 TREA MEMORIAL FOUNDATION TREA 3037520660 1111 S ABILENE COURT AURORA CO 80012 TAMMY CLOWERS DIRECTOR FOR OPERATIONS 3037520660 2014-08-12 true LORI B BAUER CPA P01260252 3037710123 2014-08-12 2013 2015-11-30 17:44:51Z TAMMY CLOWERS 1111 S ABILENE CT AURORA CO 80012 3449889 false X WWW.TREA.ORG/ORG/MEM_FOUNDATION X 1990 CO 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. 5 5 0 5 106 2577851 3247708 0 7821 8532 147120 184533 2732792 3440773 233989 204449 0 0 420162 264276 2063468 2161581 3227574 2815732 3696299 -82940 -255526 651153 820507 371850 776553 279303 43954 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. false false 697724 204449 EDUCATIONAL SCHOLARSHIPS, GRANTS, AND RELATED EXPENSES. 697724 true false false false false false false false false false false true false false true true true true false false false false false true false false false false true false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false X 5 5 false false false false false false false true true false false true true true true false false false false false CA HI NM RI X THE ORGANIZATION 3037520660 1111 SOUTH ABILENE COURT AURORA CO 80012 X THELMA HAIRSTON SECRETARY/TR 10.00 X X 0 0 0 BOB HOLTZ TRUSTEE 10.00 X 0 0 0 EDWARD L CATES TREASURER/TR 30.00 X X 0 0 0 JOSEPH MARK TABACHECK JR TRUSTEE 3.00 X 0 0 0 LARRY ANDERSON CHAIRMAN 30.00 X X 0 0 0 false false false PRODUCTION MANAGEMENT GROUP 6940 COLUMBIA GATEWAY DR STE 220 COLUMBIA MD 21046 PRINTING/PROD. 1791807 EDGEMARK PARTNERS 4510 COX RD STE 305 GLEN ALLEN VA 23060 PRINTING/PROD. 358111 JEREMY SQUIRES & ASSOCIATES 39 GARRETT ST STE 2 WARRENTON VA 20186 FUNDRAISING 264276 3 3247708 3247708 9549 9549 8099 9116 -1017 -1017 -1017 LIST RENTAL INCOME 184427 184427 LIST RENTAL INCOME 900004 106 106 184533 3440773 106 192959 204449 204449 6205 6205 46614 46614 264276 264276 150 150 81490 24288 22215 34987 1453 1453 3039932 455938 831515 1752479 305 305 3497 3497 158 158 AFAC EXPENSES 17605 2553 3697 11355 BANK CHARGES & PAY PAL 14623 14623 STATE REGISTRATIONS 9947 9947 TRANSFER TO OPERATIONS 5000 5000 595 83 141 371 3696299 697724 935107 2063468 X 3260625 465248 737202 2058175 146410 395400 90090 111373 183968 89511 141496 157597 89189 66626 651153 820507 352620 758053 19230 18500 371850 776553 X 270393 35044 8910 8910 279303 43954 651153 820507 -255526 20177 X false true X true X 3482288 3895907 3033675 2577851 3247708 16237429 3482288 3895907 3033675 2577851 3247708 16237429 16237429 5558 6289 7295 7821 9549 36512 77874 118099 165568 146693 184533 692767 16966708 2506 0.95700 0.96440 X PART II, LINE 10 LIST RENTAL INCOME 692,767 66626 F 66626 SCHOLARSHIPS PAYABLE 18500 18500 X 3460950 20177 20177 3440773 3440773 3696299 3696299 3696299 SCHEDULE D, PAGE 3, PART X 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. X true JEREMY SQUIRE & ASSOCIATES 39 GARRETT ST WARRENTON VA 20186 DIR. MAIL false 3109026 264276 2844750 3109026 264276 2844750 All States SCHEDULE G, PAGE 1, PART I, LINE 2B, COLUMN (V) JEREMY SQUIRE & ASSOCIATES 264,276 PROF FUND FEE 578,030 REIMBURSEMENTS true SCHOLARSHIPS 30 93059 AID TO TROOPS 63 45587 DONATIONS 3 65803 SCHEDULE I, PAGE 1, PART I, LINE 2 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. 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. 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 false true false false false false false false false false false false false true true true false false false THE RETIRED ENLISTED ASSOCIATION B 12301 CASH THE RETIRED ENLISTED ASSOCIATION P 43704 CASH