Form 990 for tax year 2023
Filed by ALLIANCE FOR RETIRED AMERICANS.
Totals
- Total revenue
- $6,586,817
- Total expenses
- $6,461,233
- Contributions and grants received
- $6,141,503
- Grants paid
- $66,230
- Program service revenue
- $0
- Investment income
- $167,416
- Other revenue
- $277,898
- Total assets, end of year
- $11,843,885
- Total liabilities, end of year
- $1,193,632
- Net assets or fund balances, end of year
- $10,650,253
- Program services expenses (Part IX)
- $3,832,157
- Management and general expenses
- $1,266,174
- Fundraising expenses
- $1,362,902
- Program service expenses (Part III)
- $3,832,157
Program services were 59.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$2,030,385
-
1f · All other contributions, gifts and grants
$4,111,118
-
3 · Investment income
total $167,416 · excluded $167,416
-
5 · Royalties
total $94,640 · excluded $94,640
-
11a · Other revenue: LIST RENTAL INCOME
total $89,618 · excluded $89,618
-
11b · Other revenue: REIMBURSED EXPENSES
total $17,150 · excluded $17,150
-
11d · All other revenue
total $76,490 · excluded $76,490
-
11e · Other revenue, total
$183,258
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $66,230 · program services $66,230
-
5 · Compensation of officers, directors and key employees
total $194,027 · program services $97,653 · management and general $96,374
-
7 · Other salaries and wages
total $1,296,010 · program services $699,925 · management and general $389,664 · fundraising $206,421
-
8 · Pension plan contributions
total $354,246 · program services $189,520 · management and general $114,240 · fundraising $50,486
-
9 · Other employee benefits
total $463,733 · program services $215,237 · management and general $157,181 · fundraising $91,315
-
10 · Payroll taxes
total $119,042 · program services $63,637 · management and general $38,512 · fundraising $16,893
-
11b · Fees: legal
total $49,270 · program services $48,832 · management and general $438
-
11c · Fees: accounting
total $54,500 · management and general $54,500
-
11e · Fees: professional fundraising services
total $129,175 · fundraising $129,175
-
11f · Fees: investment management
total $6,577 · management and general $6,577
-
11g · Fees: other
total $327,227 · program services $318,137 · management and general $28,389 · fundraising -$19,299
-
12 · Advertising and promotion
total $2,434 · program services $2,434
-
13 · Office expenses
total $90,098 · program services $18,608 · management and general $36,356 · fundraising $35,134
-
14 · Information technology
total $46,523 · program services $25,664 · management and general $16,672 · fundraising $4,187
-
16 · Occupancy
total $150,784 · program services $66,144 · management and general $71,878 · fundraising $12,762
-
17 · Travel
total $21,076 · program services $8,928 · management and general $11,776 · fundraising $372
-
19 · Conferences, conventions and meetings
total $5,298 · program services $1,045 · management and general $4,253
-
22 · Depreciation, depletion and amortization
total $7,851 · management and general $7,851
-
23 · Insurance
total $56,576 · program services $42,536 · management and general $14,040
-
24a · Other expenses: PRINTING
total $1,453,702 · program services $1,004,707 · management and general $47,344 · fundraising $401,651
-
24b · Other expenses: POSTAGE
total $1,164,000 · program services $797,556 · management and general $43,273 · fundraising $323,171
-
24c · Other expenses: MAILING LIST RENTAL
total $197,095 · program services $142,129 · management and general $8,205 · fundraising $46,761
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $184,638 · program services $23,574 · management and general $113,922 · fundraising $47,142
-
24e · All other expenses
total $21,121 · program services -$339 · management and general $4,729 · fundraising $16,731
-
26 · Joint costs (an allocation of the lines above)
total $3,212,137 · program services $2,220,236 · management and general $110,441 · fundraising $881,460
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $9,433,499 · end of year $9,757,148
-
4 · Accounts receivable
beginning of year $99,890 · end of year $54,798
-
9 · Prepaid expenses and deferred charges
beginning of year $131,476 · end of year $178,704
-
10a · Land, buildings and equipment: cost or other basis
$104,548
-
10b · Land, buildings and equipment: accumulated depreciation
$96,974
-
10c · Land, buildings and equipment, net
beginning of year $12,026 · end of year $7,574
-
11 · Investments: publicly traded securities
beginning of year $984,939 · end of year $1,005,767
-
14 · Intangible assets
beginning of year $66,672 · end of year $756,481
-
15 · Other assets
beginning of year $159,487 · end of year $83,413
-
17 · Accounts payable and accrued expenses
beginning of year $378,914 · end of year $1,193,632
-
27 · Net assets without donor restrictions
beginning of year $10,509,075 · end of year $10,650,253
Mission and programs · 2023
Mission
THE ALLIANCE'S MISSION IS TO PROMOTE THE SOCIAL WELFARE OF THE PEOPLE OF THE UNITED STATES, THE CREATION AND MAINTENANCE OF A STRONG AND EFFECTIVE ORGANIZATION TO REPRESENT THE NEEDS, VIEWS AND INTERESTS OF OLDER AND RETIRED WORKERS, AND TO GENERATE LIFELONG OPPORTUNITIES FOR ACTIVE CITIZENSHIP, EDUCATION, AND AWARENESS.THE ALLIANCE PURSUES THIS MISSION BY PROVIDING OPPORTUNITIES FOR ADVOCACY, RESEARCH, EDUCATION, AND MOBILIZATION ON THE WIDE RANGE OF ISSUES THAT AFFECT THE LIVES OF OLDER AND RETIRED WORKERS, SUCH AS, BUT NOT LIMITED TO, AFFORDABLE AND COMPREHENSIVE MEDICAL CARE, ADEQUATE RETIREMENT AND INCOME SECURITY, MEANINGFUL EMPLOYMENT, AND AFFORDABLE AND ADEQUATE HOUSING. THE ALLIANCE STRIVES TO ENSURE THAT THESE ISSUES REMAIN PROMINENT IN THE FORMULATION AND IMPLEMENTATION OF NATIONAL POLICY.
Activities or mission (Part I)
IN RECOGNITION OF THE SIGNIFICANT AND ENDURING CONTRIBUTIONS OF OLDER AND RETIRED WORKERS TO THE LIFE OF THIS NATION, THE IMPORTANCE OF MAINTAINING THEIR ACTIVE PARTICIPATION IN ALL ASPECTS OF LOCAL, STATE, AND NATIONAL AFFAIRS, THE UNIQUE AND COMPLEX ISSUES THAT AFFECT THEIR WELL-BEING, AND THE OFTEN INADEQUATE OPPORTUNITIES FOR PARTICIPATING IN THE POLICY DECISIONS THAT AFFECT THEM NATIONWIDE, THE ALLIANCE'S MISSION IS TO PROMOTE THE SOCIAL WELFARE OF THE PEOPLE OF THE UNITED STATES, THE CREATION AND MAINTENANCE OF A STRONG AND EFFECTIVE ORGANIZATION TO REPRESENT THE NEEDS, VIEWS AND INTERESTS OF OLDER AND RETIRED WORKERS, AND TO GENERATE LIFELONG OPPORTUNITIES FOR ACTIVE CITIZENSHIP, EDUCATION, AND AWARENESS.
-
GOVERNMENT AND POLITICAL AFFAIRS: RESEARCHES, ANALYZES, TRACKS, ADVISES AND EDUCATES THE ALLIANCE, ITS MEMBERS AND MEMBERS OF CONGRESS ON FEDERAL LEGISLATIVE AND POLICY MATTERS AFFECTING SENIORS AND RETIREES, INCLUDING BUT NOT LIMITED TO SOCIAL SECURITY AND MEDICARE, AS WELL AS ANALYZE, ADVISE AND WORK WITH STATE ALLIANCES ON STATE AND LOCAL LEGISLATIVE AND REGULATORY MATTERS. ISSUES ANALYTICAL REPORTS ON SUCH LEGISLATIVE, POLICY AND POLITICAL ISSUES AFFECTING THE ALLIANCE CONSTITUENCY.
Expenses $2,460,640
-
FIELD MOBILIZATION: CHARTERS NEW STATE ALLIANCES TO AFFILIATE WITH THE NATIONAL ALLIANCE BY ORGANIZING AND MOBILIZING RETIREES AND SENIORS IN THOSE STATES LOCATING AND CREATING ORGANIZATIONAL LEADERS AND STRUCTURES, INCLUDING BYLAWS AND INITIAL FOUNDING CONVENTIONS. SUPPORTS AND WORKS DAILY WITH EXISTING 36 STATE ALLIANCES, THEIR DIVERSE OFFICERS, BOARDS AND MEMBERS BY PROVIDING STAFF, GRANTS PROGRAM FUNDING, ADVICE, MEETINGS AND INFORMATIONAL MATERIALS ON ISSUES OF CONCERN TO RETIREES AND SENIORS. COORDINATES ALLIANCE WORK WITH STATE ALLIANCES. IDENTIFIES AND TRAINS NEW SENIOR LEADERS, MOBILIZES ALLIANCE, SENIOR AND COMMUNITY ACTIVISTS, EDUCATES MEMBERS ON LEGISLATIVE ISSUES THAT IMPACT SENIORS.
Expenses $751,315 · Grants $66,230
-
COMMUNICATIONS: ADVISES ON PUBLIC RELATIONS FOR THE ALLIANCE INCLUDING CREATING PUBLIC RELATIONS CAMPAIGNS TO PROMOTE THE ALLIANCE. WRITES, EDITS, PREPARES AND DISTRIBUTES NEWS RELEASES, WEEKLY NEWS ADVISORIES, INFORMATION BROCHURES AND PUBLICATIONS, AND PRESS KITS. HANDLES ALL MEDIA CONTACTS TO PROMOTE ALLIANCE. PROVIDES MEDIA ASSISTANCE TO STATE ALLIANCES, INCLUDING EDITING AND DESIGNING STATE ALLIANCE NEWSLETTERS AND WEBSITES.
Expenses $620,202
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
ROBERT ROACH JR
PRESIDENT
- Total calculated
- $0
- Hours/week
- 20 + 0.5 related
-
JOSEPH PETERS JR
SECRETARY-TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
FRED REDMOND
EXECUTIVE VP
- Total calculated
- $0
- Hours/week
- 1
-
JULIE HORWIN
EXECUTIVE VP
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
STEVE BARGER
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
JOSEPH BOFFA
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
CAROLYN BOLLER
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
WENDY BOSZAK
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
ROGER BOUDREAU
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
TIM BRESSLER
EXECUTIVE BOARD THROUGH 4.3.23
- Total calculated
- $0
- Hours/week
- 0.2
-
JIM CENTNER
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
MATTHEW CLARK
EXECUTIVE BOARD EFF. 1.3.23
- Total calculated
- $0
- Hours/week
- 0.2
-
THOMAS CONWAY
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
KENNETH M COOPER
EXECUTIVE BOARD THROUGH 1.3.23
- Total calculated
- $0
- Hours/week
- 0.2
-
MARIA C CORDONE
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
RAY CURRY
EXECUTIVE BOARD THROUGH 4.3.23
- Total calculated
- $0
- Hours/week
- 0.2
-
GAIL DIETRICH
EXECUTIVE BOARD THROUGH 4.28.23
- Total calculated
- $0
- Hours/week
- 0.2
-
JEAN DOBASHI
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
SHAWN FAIN
EXECUTIVE BOARD EFF. 7.21.23
- Total calculated
- $0
- Hours/week
- 0.2
-
KIRK GILLENWATERS
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
TARN GOELLING
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
KEN GOODFRIEND
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
NOLAN HARRISON
EXECUTIVE BOARD EFF. 9.15.23
- Total calculated
- $0
- Hours/week
- 0.2
-
HARRY KAISER
EXECUTIVE BOARD THROUGH 1/3/23
- Total calculated
- $0
- Hours/week
- 0.2
-
EVERETT KELLEY
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
HENE KELLY
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
STEVE KOFAHL
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
RAY KRAMER
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
SHEILA LIEDER
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
RICHARD LONG
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
MIKE LOUIS
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
EDWARD MANHART
EXECUTIVE BOARD THROUGH 8.21.23
- Total calculated
- $0
- Hours/week
- 0.2
-
ROBERT MARTINEZ JR
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
DORIS CROUSE-MAYS
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
DAVID MCCALL
EXECUTIVE BOARD EFF. 11.30.23
- Total calculated
- $0
- Hours/week
- 0.2
-
TOM MURPHY
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
PAUL NOBLE
EXECUTIVE BOARD EFF. 1/3/23
- Total calculated
- $0
- Hours/week
- 0.2
-
NANCY OLUMEKOR
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
TONY PADILLA
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
MARC PERRONE
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
EDGAR ROMNEY
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
CAROL ROSENBLATT
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
LEE SAUNDERS
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
MONICA SILBAS
EXECUTIVE BOARD EFF. 8/21/23
- Total calculated
- $0
- Hours/week
- 0.2
-
DEMAURICE SMITH
EXECUTIVE BOARD THROUGH 9.15.23
- Total calculated
- $0
- Hours/week
- 0.2
-
JULIE STEIN
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
RANDI WEINGARTEN
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
JODY WEINREICH
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
ANN WIDGER
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
JOSLYN N WILLIAMS
EXECUTIVE BOARD
- Total calculated
- $0
- Hours/week
- 0.2
-
RICHARD J FIESTA
EXECUTIVE DIRECTOR
- Total calculated
- $199,969
- From this org
- $181,621
- From related orgs
- $0
- Other
- $18,348
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $175,679
- Bonus
- $5,115
- Other
- $827
- Deferred
- $1,000
- Nontaxable benefits
- $17,348
- Filer's total
- $199,969
-
LISA K CUTLER
COMMUNICATIONS DIRECTOR
- Total calculated
- $183,903
- From this org
- $142,352
- From related orgs
- $0
- Other
- $41,551
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,942
- Bonus
- $4,097
- Other
- $313
- Deferred
- $1,000
- Nontaxable benefits
- $40,551
- Filer's total
- $183,903
-
JUAN JOHNSON
INFORMATION TECHNOLOGY DIR
- Total calculated
- $154,615
- From this org
- $113,281
- From related orgs
- $0
- Other
- $41,334
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $109,694
- Bonus
- $3,274
- Other
- $313
- Deferred
- $1,000
- Nontaxable benefits
- $40,334
- Filer's total
- $154,615
-
MICHAEL SCOTT KESTNER
DIRECTOR OF DEVELOPMENT
- Total calculated
- $145,394
- From this org
- $104,158
- From related orgs
- $0
- Other
- $41,236
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- NATIONAL DEMOCRATIC CLUB - PRESIDENT AND EXECUTIVE DIRECTOR
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
TO GROW MEMBERSHIP THROUGH THE PROVISION OF FIELD ORGANIZING STAFF
-
TO GROW MEMBERSHIP THROUGH THE PROVISION OF FIELD ORGANIZING STAFF
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND
501(C)(3) · EDUCATIONAL · DC
-
ALLIANCE FOR RETIRED AMERICANS POLITICAL ACTION FUND
527 · POLITICAL ACTION COMMITTEE · DC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202431279349303163
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