2024-05-06T14:36:00-05:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 522277805 ALLIANCE FOR RETIRED AMERICANS ALLI 2026375399 815 16TH STREET NW WASHINGTON DC 200064103 RICHARD J FIESTA EXECUTIVE DIRECTOR 2026375399 2024-05-06 1 RICHARD FIESTA 999009999 0 ERIN CRANMER P01712644 2023319880 2024-04-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ROBERT ROACH 815 16TH STREET NW WASHINGTON DC 200064103 6586817 0 X WWW.RETIREDAMERICANS.ORG X 2001 DC 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. 42 42 18 0 0 0 6284500 6141503 36880 0 73991 167416 305915 277898 6701286 6586817 97500 66230 0 0 2481227 2427058 106900 129175 1362902 4464230 3838770 7149857 6461233 -448571 125584 10887989 11843885 378914 1193632 10509075 10650253 X 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. 0 0 2460640 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. 751315 66230 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. 620202 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. 3832157 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 9 0 1 18 1 0 0 0 0 1 1 0 0 0 X 42 42 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MN MS NH NJ NY NC OR PA RI SC TN UT VA WV WI MO X SUZANNE S PEELER DIR OF FINANCE 2026375399 815 16TH STREET NW WASHINGTON DC 20006 ROBERT ROACH JR PRESIDENT 20.00 0.50 X X 0 0 0 JOSEPH PETERS JR SECRETARY-TREASURER 1.00 0.50 X X 0 0 0 FRED REDMOND EXECUTIVE VP 1.00 0.00 X X 0 0 0 JULIE HORWIN EXECUTIVE VP 1.00 0.50 X X 0 0 0 STEVE BARGER EXECUTIVE BOARD 0.20 0.00 X 0 0 0 JOSEPH BOFFA EXECUTIVE BOARD 0.20 0.00 X 0 0 0 CAROLYN BOLLER EXECUTIVE BOARD 0.20 0.00 X 0 0 0 WENDY BOSZAK EXECUTIVE BOARD 0.20 0.00 X 0 0 0 ROGER BOUDREAU EXECUTIVE BOARD 0.20 0.00 X 0 0 0 TIM BRESSLER EXECUTIVE BOARD THROUGH 4.3.23 0.20 0.00 X 0 0 0 JIM CENTNER EXECUTIVE BOARD 0.20 0.00 X 0 0 0 MATTHEW CLARK EXECUTIVE BOARD EFF. 1.3.23 0.20 0.00 X 0 0 0 THOMAS CONWAY EXECUTIVE BOARD 0.20 0.00 X 0 0 0 KENNETH M COOPER EXECUTIVE BOARD THROUGH 1.3.23 0.20 0.00 X 0 0 0 MARIA C CORDONE EXECUTIVE BOARD 0.20 0.00 X 0 0 0 RAY CURRY EXECUTIVE BOARD THROUGH 4.3.23 0.20 0.00 X 0 0 0 GAIL DIETRICH EXECUTIVE BOARD THROUGH 4.28.23 0.20 0.00 X 0 0 0 JEAN DOBASHI EXECUTIVE BOARD 0.20 0.00 X 0 0 0 SHAWN FAIN EXECUTIVE BOARD EFF. 7.21.23 0.20 0.00 X 0 0 0 KIRK GILLENWATERS EXECUTIVE BOARD 0.20 0.00 X 0 0 0 TARN GOELLING EXECUTIVE BOARD 0.20 0.00 X 0 0 0 KEN GOODFRIEND EXECUTIVE BOARD 0.20 0.00 X 0 0 0 NOLAN HARRISON EXECUTIVE BOARD EFF. 9.15.23 0.20 0.00 X 0 0 0 HARRY KAISER EXECUTIVE BOARD THROUGH 1/3/23 0.20 0.00 X 0 0 0 EVERETT KELLEY EXECUTIVE BOARD 0.20 0.00 X 0 0 0 HENE KELLY EXECUTIVE BOARD 0.20 0.00 X 0 0 0 STEVE KOFAHL EXECUTIVE BOARD 0.20 0.00 X 0 0 0 RAY KRAMER EXECUTIVE BOARD 0.20 0.00 X 0 0 0 SHEILA LIEDER EXECUTIVE BOARD 0.20 0.00 X 0 0 0 RICHARD LONG EXECUTIVE BOARD 0.20 0.00 X 0 0 0 MIKE LOUIS EXECUTIVE BOARD 0.20 0.00 X 0 0 0 EDWARD MANHART EXECUTIVE BOARD THROUGH 8.21.23 0.20 0.00 X 0 0 0 ROBERT MARTINEZ JR EXECUTIVE BOARD 0.20 0.00 X 0 0 0 DORIS CROUSE-MAYS EXECUTIVE BOARD 0.20 0.00 X 0 0 0 DAVID MCCALL EXECUTIVE BOARD EFF. 11.30.23 0.20 0.00 X 0 0 0 TOM MURPHY EXECUTIVE BOARD 0.20 0.00 X 0 0 0 PAUL NOBLE EXECUTIVE BOARD EFF. 1/3/23 0.20 0.00 X 0 0 0 NANCY OLUMEKOR EXECUTIVE BOARD 0.20 0.00 X 0 0 0 TONY PADILLA EXECUTIVE BOARD 0.20 0.00 X 0 0 0 MARC PERRONE EXECUTIVE BOARD 0.20 0.00 X 0 0 0 EDGAR ROMNEY EXECUTIVE BOARD 0.20 0.00 X 0 0 0 CAROL ROSENBLATT EXECUTIVE BOARD 0.20 0.00 X 0 0 0 LEE SAUNDERS EXECUTIVE BOARD 0.20 0.00 X 0 0 0 MONICA SILBAS EXECUTIVE BOARD EFF. 8/21/23 0.20 0.00 X 0 0 0 DEMAURICE SMITH EXECUTIVE BOARD THROUGH 9.15.23 0.20 0.00 X 0 0 0 JULIE STEIN EXECUTIVE BOARD 0.20 0.00 X 0 0 0 RANDI WEINGARTEN EXECUTIVE BOARD 0.20 0.00 X 0 0 0 JODY WEINREICH EXECUTIVE BOARD 0.20 0.00 X 0 0 0 ANN WIDGER EXECUTIVE BOARD 0.20 0.00 X 0 0 0 JOSLYN N WILLIAMS EXECUTIVE BOARD 0.20 0.00 X 0 0 0 RICHARD J FIESTA EXECUTIVE DIRECTOR 39.00 1.00 X 181621 0 18348 LISA K CUTLER COMMUNICATIONS DIRECTOR 40.00 0.00 X 142352 0 41551 JUAN JOHNSON INFORMATION TECHNOLOGY DIR 40.00 0.00 X 113281 0 41334 MICHAEL SCOTT KESTNER DIRECTOR OF DEVELOPMENT 40.00 0.00 X 104158 0 41236 541412 0 142469 4 0 1 0 0 2030385 4111118 6141503 167416 167416 94640 94640 LIST RENTAL INCOME 900099 89618 89618 REIMBURSED EXPENSES 900099 17150 17150 76490 76490 183258 6586817 0 0 445314 66230 66230 194027 97653 96374 1296010 699925 389664 206421 354246 189520 114240 50486 463733 215237 157181 91315 119042 63637 38512 16893 49270 48832 438 54500 54500 129175 129175 6577 6577 327227 318137 28389 -19299 2434 2434 90098 18608 36356 35134 46523 25664 16672 4187 150784 66144 71878 12762 21076 8928 11776 372 5298 1045 4253 7851 7851 56576 42536 14040 PRINTING 1453702 1004707 47344 401651 POSTAGE 1164000 797556 43273 323171 MAILING LIST RENTAL 197095 142129 8205 46761 DUES & SUBSCRIPTIONS 184638 23574 113922 47142 21121 -339 4729 16731 6461233 3832157 1266174 1362902 X 3212137 2220236 110441 881460 9433499 9757148 99890 54798 131476 178704 104548 96974 12026 7574 984939 1005767 66672 756481 159487 83413 10887989 11843885 378914 1193632 378914 1193632 X 10509075 10650253 10509075 10650253 10887989 11843885 125584 15594 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 8921 8921 0 95627 88053 7574 7574 X 6766172 15594 170338 185932 6580240 6577 6577 6586817 6656086 201430 201430 6454656 6577 6577 6461233 PART X, LINE 2: THE ALLIANCE FOR RETIRED AMERICANS AND RELATED ORGANIZATIONS FOLLOW THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ALLIANCE FOR RETIRED AMERICANS AND RELATED ORGANIZATIONS BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR 2020 THROUGH 2022, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME OF AFFILIATES 170,338. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATES 201,430. X X X 1 INTEGRATED DIRECT MARKETING LLC 1250 CONNECTICUT AVENUE NW SUITE WASHINGTON DC 20036 CONSULTING ON DIRECT MAIL PROGRAM 0 4434771 111000 4323771 IMAGE WORKS CREATIVE GROUP INC 6550 MARLO DRIVE FALLS CHURCH VA 22042 GRAPHIC & ART DESIGN DIRECT MAIL 0 0 18175 -18175 4434771 129175 4305596 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MN MS MO NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI MA NV NM AZ DE ID IN IA LA MI MN NE SD TX VT WY 1 TEXAS ALLIANCE FOR RETIRED AMERICANS 303 BLACK CAP RUN BUDA TX 78610 474885489 501(C)(4) 25000 0 TO GROW MEMBERSHIP THROUGH THE PROVISION OF FIELD ORGANIZING STAFF NORTH CAROLINA ALLIANCE FOR RETIRED AMERICANS 3118 LOG CABIN COVE HIGH POINT NC 27265 810829075 501(C)(4) 36000 0 TO GROW MEMBERSHIP THROUGH THE PROVISION OF FIELD ORGANIZING STAFF 0 2 PART I, LINE 2: GRANT FUNDS ARE AWARDED ONLY TO STATE ALLIANCES TO HELP THEM GROW THEIR MEMBERSHIP THROUGH THE PROVISION OF FIELD CONSULTANTS ON THE GROUND IN THEIR STATE. THE FIELD PROGRAM DIRECTOR RECEIVES QUARTERLY REPORTS, CONDUCTS WEEKLY UPDATES, AND MONITORS PROGRESS ON A REGULAR BASIS. X 1 1 0 0 0 0 0 0 0 0 0 RICHARD J FIESTA EXECUTIVE DIRECTOR 175679 0 5115 0 827 0 1000 0 17348 0 199969 0 0 0 LISA K CUTLER COMMUNICATIONS DIRECTOR 137942 0 4097 0 313 0 1000 0 40551 0 183903 0 0 0 JUAN JOHNSON INFORMATION TECHNOLOGY DIR 109694 0 3274 0 313 0 1000 0 40334 0 154615 0 0 0 PART I, LINE 1A NATIONAL DEMOCRATIC CLUB - PRESIDENT AND EXECUTIVE DIRECTOR FORM 990, PART VI, SECTION A, LINE 6 THE ALLIANCE HAS MEMBERS. MEMBERS HAVE THE RIGHT TO ELECT THE PRESIDENT AND SECRETARY-TREASURER. THEY ALSO HAVE THE RIGHT TO VOTE FOR CHANGE IN THE ALLIANCE'S RESOLUTIONS AT ITS CONVENTION, WHICH IS HELD EVERY FOUR YEARS. FORM 990, PART VI, SECTION A, LINE 7A EVERY 4 YEARS, THE MEMBERS ELECT THE PRESIDENT AND SECRETARY TREASURER AT THE ALLIANCE CONVENTION. FORM 990, PART VI, SECTION B, LINE 11B THE ALLIANCE'S 990 IS EMAILED TO THE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ALLIANCE SENDS AN ANNUAL SAFE HARBOR LETTER TO ALL MEMBERS OF THE EXECUTIVE BOARD WHO SERVED DURING THE YEAR, WITH A LIST OF THE BOARD TO REPORT ANY RELATIONSHIPS BETWEEN AND AMONG THE MEMBERS OF THE BOARD, WHETHER IT BE A FAMILY OR BUSINESS RELATIONSHIP WITH ANY OTHER BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT OF THE ALLIANCE EXERCISES GENERAL OVERSIGHT OF THE ALLIANCE AND THIS INCLUDES DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION OF KEY EMPLOYEES/HIGHLY COMPENSATED EMPLOYEES AND DEPARTMENT DIRECTORS AND ALL NON BARGAINING UNIT STAFF. FOR OTHER BARGAINING UNIT EMPLOYEES, THE ANNUAL COLA SALARY INCREASES OR STEP PROGRESSION INCREASES ARE NEGOTIATED WITH THE OPEIU LOCAL 2 UNION PERIODICALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ALLIANCE DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEAR. ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND 815 16TH STREET NW WASHINGTON DC 20006 200475553 EDUCATIONAL DC 501(C)(3) 7 N/A 0 ALLIANCE FOR RETIRED AMERICANS POLITICAL ACTION FUND 815 16TH STREET NW WASHINGTON DC 20006 260415844 POLITICAL ACTION COMMITTEE DC 527 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0