Civic Intelligence

Active Retirement Association

990EZ • Fiscal year 2018 • EIN 02-0367431

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 27, 2018

PO Box 421Durham, NH 03824

(603) 343-1004

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

49th percentile

2.9%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

4.2%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$83,520

Up $3,356 (+4.2%) from 2017

Net Assets

Up

$83,520

Up $3,356 (+4.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$116,961

Up $38,754 (+50%) from 2017

Expenses

Up

$113,605

Up $40,478 (+55%) from 2017

Net Income

Down

$3,356

Down $1,724 (-34%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $71,324Liabilities 2012: $02012Assets 2013: $71,040Liabilities 2013: $02013Assets 2014: $67,182Liabilities 2014: $0Net Assets 2014: $67,1822014Assets 2015: $71,225Liabilities 2015: $0Net Assets 2015: $71,2252015Assets 2016: $75,084Liabilities 2016: $0Net Assets 2016: $75,0842016Assets 2017: $80,164Liabilities 2017: $0Net Assets 2017: $80,1642017Assets 2018: $83,520Liabilities 2018: $0Net Assets 2018: $83,5202018Assets 2019: $86,658Liabilities 2019: $0Net Assets 2019: $86,6582019Assets 2020: $92,087Liabilities 2020: $0Net Assets 2020: $92,0872020Assets 2021: $92,934Liabilities 2021: $0Net Assets 2021: $92,9342021Assets 2022: $102,149Liabilities 2022: $0Net Assets 2022: $102,1492022Assets 2023: $105,583Liabilities 2023: $0Net Assets 2023: $105,5832023Assets 2024: $109,787Liabilities 2024: $0Net Assets 2024: $109,7872024Assets 2025: $113,725Liabilities 2025: $0Net Assets 2025: $113,7252025

Highlighted filing

2018

Assets$83,520
Liabilities$0
Net Assets$83,520

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $45,430Expenses 2012: $43,896Net Income 2012: $1,5342012Revenue 2013: $49,755Expenses 2013: $50,039Net Income 2013: -$2842013Revenue 2014: $42,122Expenses 2014: $45,980Net Income 2014: -$3,8582014Revenue 2015: $57,379Expenses 2015: $53,336Net Income 2015: $4,0432015Revenue 2016: $75,313Expenses 2016: $71,454Net Income 2016: $3,8592016Revenue 2017: $78,207Expenses 2017: $73,127Net Income 2017: $5,0802017Revenue 2018: $116,961Expenses 2018: $113,605Net Income 2018: $3,3562018Revenue 2019: $97,843Expenses 2019: $94,705Net Income 2019: $3,1382019Revenue 2020: $71,383Expenses 2020: $65,954Net Income 2020: $5,4292020Revenue 2021: $20,709Expenses 2021: $19,862Net Income 2021: $8472021Revenue 2022: $125,181Expenses 2022: $115,966Net Income 2022: $9,2152022Revenue 2023: $74,837Expenses 2023: $71,403Net Income 2023: $3,4342023Revenue 2024: $99,762Expenses 2024: $95,558Net Income 2024: $4,2042024Revenue 2025: $80,171Expenses 2025: $76,233Net Income 2025: $3,9382025

Highlighted filing

2018

Revenue$116,961
Expenses$113,605
Net Income$3,356
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 27, 2018
Return Version
2017v2.3
Gross Receipts
$116,961
Mission and Program Overview

Mission

To provide educational and other activities of interest to area retirees.

Program Services

DescriptionGrantsExpenses
ELEVEN TRAVEL TOURS, TWO SPECIAL MEETINGS, AND MISCELLANEOUS EXPENDITURES RELATING TO ACITIVITES FOR MEMBERSHIP PARTICIPATION.$0$88,298
PERIODIC MEETINGS WITH GUEST SPEAKERS COVERING VARIOUS TOPICS OF INTEREST TO MEMBERSHIP.$0$12,622
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEIDRE PRESCOTTPresidentPT$0--
SANDY BONINSecretary-$0--
CAROLYN SZOTTreasurerPT$0--
PENNY DROOKERBoard MemberPT$0--
MICHAEL O'SULLIVANBoard Member-$0--
GEORGE WHITEHEADBoard MemberPT$0--
JOHN FORSTERBoard MemberPT$0--
DEBBI FORSTERBoard MemberPT$0--
ROBERT ELYVice President-$0--
CHEYNE FOREMANBoard Member-$0--
DEB MCCONNELLBoard MemberPT$0--
GEOFF MCCONNELLBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Active Retirement Association
EIN
02-0367431
Phone
6033431004
Address
PO BOX 421, DURHAM, NH 03824

Signing Officer

Name
Carol Szot
Title
Treasurer
Phone
6033431004
Signed
2018-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Leone Mcdonnell & Roberts Pa
Address
5 NELSON STREET, DOVER, NH 03820-3714
Preparer
Shauna Brown CPA
Phone
6037492700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 923. Description: dividend income. Amount: 909. Total included on form 990-ez, line 4: 1,832.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: tour fees. Amount: 89,855. Description: special meeting fees. Amount: 5,307. Description: other income. Amount: 592. Total to form 990-ez, line 8: 95,754.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: admin. Amount: 1,736. Description: miscellaneous. Amount: 50. Description: hospitality. Amount: 7,274. Description: membership. Amount: 803. Description: program expense. Amount: 3,556. Description: public relations. Amount: 2,500. Description: tour expense. Amount: 86,506. Description: technical services. Amount: 1,350. Description: audio visual . Amount: 1,041. Description: investment expense. Amount: 122. Total to form 990-ez, line 16: 104,938.

Raw XML Appendix239 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02073845153
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEIDRE PRESCOTT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GEORGE WHITEHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN FORSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEBBI FORSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROBERT ELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHEYNE FOREMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DEB MCCONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11GEOFF MCCONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0104938
IRS990EZ/OtherRevenueTotalAmt095754
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL AND OTHER ACTIVITIES OF INTEREST TO AREA RETIREES.
IRS990EZ/PrintingPublicationsPostageAmt03584
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERIODIC MEETINGS WITH GUEST SPEAKERS COVERING VARIOUS TOPICS OF INTEREST TO MEMBERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ELEVEN TRAVEL TOURS, TWO SPECIAL MEETINGS, AND MISCELLANEOUS EXPENDITURES RELATING TO ACITIVITES FOR MEMBERSHIP PARTICIPATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012622
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt188298
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NH
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0113605
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IRS990EZ/TotalRevenueAmt0116961
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IRS990EZ/WebsiteAddressTxt0WWW.UNH.EDU/ARA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 923. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 909. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,832.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TOUR FEES. AMOUNT: 89,855. DESCRIPTION: SPECIAL MEETING FEES. AMOUNT: 5,307. DESCRIPTION: OTHER INCOME. AMOUNT: 592. TOTAL TO FORM 990-EZ, LINE 8: 95,754.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADMIN. AMOUNT: 1,736. DESCRIPTION: MISCELLANEOUS. AMOUNT: 50. DESCRIPTION: HOSPITALITY. AMOUNT: 7,274. DESCRIPTION: MEMBERSHIP. AMOUNT: 803. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 3,556. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 2,500. DESCRIPTION: TOUR EXPENSE. AMOUNT: 86,506. DESCRIPTION: TECHNICAL SERVICES. AMOUNT: 1,350. DESCRIPTION: AUDIO VISUAL . AMOUNT: 1,041. DESCRIPTION: INVESTMENT EXPENSE. AMOUNT: 122. TOTAL TO FORM 990-EZ, LINE 16: 104,938.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL SZOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06033431004
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACTIVE RETIREMENT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ACTI
ReturnHeader/Filer/EIN0020367431
ReturnHeader/Filer/PhoneNum06033431004
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 421
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003824
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.94.176.17
ReturnHeader/FilingSecurityInformation/IPDt02018-09-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:35:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020417217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEONE MCDONNELL & ROBERTS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 NELSON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0038203714
ReturnHeader/PreparerPersonGrp/PhoneNum06037492700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAUNA BROWN CPA
ReturnHeader/ReturnTs02018-10-30T07:14:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.80$0.76$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.00$0.96$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.75$0.71$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.25$1.16$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.21$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.71$0.66$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.98$0.95$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.17$1.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.78$0.73$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.75$0.71$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.57$0.53$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.42$0.46$0.04
2013Summary only. Only limited summary data is available for this year.$0.71$0.00$0.50$0.50$0.00
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.45$0.44$0.02