ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND: Form 990EZ, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND (EIN 20-0475553)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202631269349202788
- Schema version
- 2025v4.1
- 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 | 2026-05-06T17:34:55-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 | AddressLine1Txt |
| Address Line2 | WEST | AddressLine2Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200475553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE FOR RETIRED AMERICANS | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATIONAL FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 2026375399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 16TH ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD J FIESTA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2026375399 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN CRANMER | PreparerPersonNm |
| PTIN | P01712644 | PTIN |
| Phone | 2023319880 | PhoneNum |
| Preparation | 2026-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.RETIREDAMERICANSFUND.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $77,884 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $77,332 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Investment Income | $552 | InvestmentIncomeAmt |
| Total Revenue | $77,884 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $58,411 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $998 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $20 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $77 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $0 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $10,203 | OtherExpensesTotalAmt |
| Total Expenses | $69,709 | TotalExpensesAmt |
| Excess Or Deficit For Year | $8,175 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $48,511 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $56,686 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,401 | BOYAmt |
| EOY | $47,471 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $11,523 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,401 | BOYAmt |
| EOY | $58,994 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,890 | BOYAmt |
| EOY | $2,308 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,511 | BOYAmt |
| EOY | $56,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND 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 1) RESEARCH AND DEVELOPMENT OF WRITTEN MATERIALS THAT DEAL WITH PUBLIC POLICY ISSUES THAT AFFECT RETIREES, 2) EDUCATION ON PUBLIC POLICY ISSUES THAT AFFECT RETIREES, 3) WORKING WITH OTHER NOT-FOR-PROFIT ORGANIZATIONS ON ISSUES THAT AFFECT SENIORS, RETIREES, AND THEIR FAMILIES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| FIELD MOBILIZATION: PROVIDE TRAINING AND DEVELOPMENT AND GRAND 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. | $58,411 | $59,577 |
| AS A MEMBER OF LCAO THE ALLIANCE PARTICIPATED IN THE LCAO MEETINGS DURING THE YEAR. AS A MEMBER THE ALLIANCE ATTENDED MEETINGS. LCAO IS A LARGE COALITION OF THE NATION'S NON-PROFIT ORGANIZATIONS SERVING THE OLDER AMERICANS. IT IS COMPOSED OF APPROX 70 MEMBERS 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 COVER THE ADMINISTRATIVE COSTS OF LCAO'S MEETING 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 AMERCIA'S OLDER POPULATION AND IS COMMITTED TO REPRESENTING THEIR INTERESTS IN THE POLICY-MAKING ARENA. RECOGNIZING 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 | $0 | $200 |
| COMMUNICATIONS | $0 | $1,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $60,872 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| NANCY ALTMAN | ||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| STEVE HAYES | ||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| ERIC KINGSON | ||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| RICHARD J FIESTA | ||||
| EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT ROACH | ||||
| PRESIDENT AND BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| JOSEPH PETERS JR | ||||
| SECRETARY-TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE S PEELER DIRECTOR OF FINANCE & ADMINISTRATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 16TH ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026375399 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
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 | $188,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,755 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,442 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,332 | CurrentTaxYearAmt |
| Total | $652,578 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $188,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,755 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,442 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,332 | CurrentTaxYearAmt |
| Total | $652,578 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,888 | SubstantialContributorsTotAmt |
| Public Support Total170 | $650,690 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $452 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $552 | CurrentTaxYearAmt |
| Total | $3,030 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $655,608 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,800 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 552. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: RESTRICTED EDUCATIONAL GRANT - IRA BENEFITS. GRANTEE NAME: ARIZONA ALLIANCE FOR RETIRED AMERICANS. GRANTEE ADDRESS: 3117 N 16TH ST, SUITE 200 PHOENIX, AZ 85016. GRANTEE RELATIONSHIP: AFFILIATED STATE CHAPTER. AMOUNT GIVEN: 58,411. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 1,742. DESCRIPTION: DUES/REGISTRATION FEES. AMOUNT: 505. DESCRIPTION: SOFTWARE SUBSCRIPTIONS. AMOUNT: 861. DESCRIPTION: WEBSITE PROCESSING CHARGES. AMOUNT: 2. DESCRIPTION: FILINGS & REGISTRATION. AMOUNT: 7,093. TOTAL TO FORM 990-EZ, LINE 16: 10,203. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,000. DESCRIPTION: PREPAID - SOFTWARE SUBSCRIPTIONS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,523. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: DUE TO ALLIANCE FOR RETIRED AMERICANS. BEG. OF YEAR AMOUNT: 15,979. END OF YEAR AMOUNT: 2,308. DESCRIPTION: REFUNDABLE ADVANCES. BEG. OF YEAR AMOUNT: 8,911. END OF YEAR AMOUNT: 0. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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 |