2023-05-11T07:37:59-05:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-01-01 522277805 ALLIANCE FOR RETIRED AMERICANS ALLI 2026375399 815 16TH STREET NW WASHINGTON DC 200064103 RICHARD J FIESTA EXECUTIVE DIRECTOR 2026375399 2023-05-11 1 RICHARD FIESTA 999009999 0 ERIN CRANMER P01712644 2023319880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT ROACH 815 16TH STREET NW WASHINGTON DC 200064103 6701286 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. 46 46 20 0 0 0 7283577 6284500 0 36880 59809 73991 217003 305915 7560389 6701286 62500 97500 0 0 2306566 2481227 103200 106900 1371770 3801861 4464230 6274127 7149857 1286262 -448571 11474428 10887989 336579 378914 11137849 10509075 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 3003313 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. 815160 97500 36880 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. 605403 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. 4423876 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 12 0 1 20 1 0 0 0 0 1 1 0 0 0 X 46 46 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 JO ETTA BROWN EXECUTIVE VP THROUGH 2022-08-13 1.00 0.00 X X 0 0 0 JULIE HORWIN EXECUTIVE VP EFF. 2022-08-13 1.00 0.00 X X 0 0 0 STEVE BARGER EXECUTIVE BOARD EFF. 2022-09-30 0.20 0.00 X 0 0 0 JOSEPH BOFFA EXECUTIVE BOARD 0.20 0.00 X 0 0 0 CAROLYN BOLLER EXECUTIVE BOARD EFF. 2022-01-25 0.20 0.00 X 0 0 0 WENDY BOSZAK EXECUTIVE BOARD EFF. 2022-07-27 0.20 0.00 X 0 0 0 ROGER BOUDREAU EXECUTIVE BOARD 0.20 0.00 X 0 0 0 TIM BRESSLER EXECUTIVE BOARD 0.20 0.00 X 0 0 0 DONALD BROWN EXECUTIVE BOARD 0.20 0.00 X 0 0 0 JIM CENTNER EXECUTIVE BOARD 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 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 0.20 0.00 X 0 0 0 SHERRY DENNIS EXECUTIVE BOARD THROUGH 2022-07-25 0.20 0.00 X 0 0 0 GAIL DIETRICH EXECUTIVE BOARD 0.20 0.00 X 0 0 0 JEAN DOBASHI EXECUTIVE BOARD 0.20 0.00 X 0 0 0 SUSAN FLASHMAN EXECUTIVE BOARD THROUGH 2022-01-26 0.20 0.00 X 0 0 0 TIM FOLEY EXECUTIVE BOARD THROUGH 2022-07-25 0.20 0.00 X 0 0 0 KIRK GILLENWATERS EXECUTIVE BOARD EFF. 2022-07-25 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 DOUG HART EXECUTIVE BOARD 0.20 0.00 X 0 0 0 HARRY KAISER EXECUTIVE BOARD 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 EFF. 2022-01-25 0.20 0.00 X 0 0 0 RICHARD LONG EXECUTIVE BOARD EFF. 2022-07-25 0.20 0.00 X 0 0 0 MIKE LOUIS EXECUTIVE BOARD EFF. 2022-07-25 0.20 0.00 X 0 0 0 EDWARD MANHART EXECUTIVE BOARD 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 TOM MURPHY EXECUTIVE BOARD 0.20 0.00 X 0 0 0 NANCY OLUMEKOR EXECUTIVE BOARD 0.20 0.00 X 0 0 0 TONY PADILLA EXECUTIVE BOARD EFF. 2022-07-25 0.20 0.00 X 0 0 0 MARC PERRONE EXECUTIVE BOARD 0.20 0.00 X 0 0 0 JAMES JIM RIVERS EXECUTIVE BOARD THROUGH 2022-07-25 0.20 0.00 X 0 0 0 EDGAR ROMNEY EXECUTIVE BOARD 0.20 0.00 X 0 0 0 CAROL ROSENBLATT EXECUTIVE BOARD EFF. 2022-07-25 0.20 0.00 X 0 0 0 LEE SAUNDERS EXECUTIVE BOARD 0.20 0.00 X 0 0 0 PAUL SCHUH EXECUTIVE BOARD THROUGH 2022-07-25 0.20 0.00 X 0 0 0 DEMAURICE SMITH EXECUTIVE BOARD 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 179029 0 17308 DAVID BLANK DEPUTY COMMUNICATIONS DIRECTOR 40.00 0.00 X 100001 0 29825 MAUREEN DUNN DIRECTOR OF FIELD MOBILIZATION 40.00 0.00 X 100215 0 29795 MICHAEL SCOTT KESTNER DIRECTOR OF DEVELOPMENT 40.00 0.00 X 101751 0 39016 LISA K CUTLER COMMUNICATIONS DIRECTOR 40.00 0.00 X 140721 0 39295 JUAN JOHNSON INFORMATION TECHNOLOGY DIR 40.00 0.00 X 112247 0 39091 733964 0 194330 6 0 1 0 0 2079320 4205180 6284500 MEETING REGISTRATION 900099 36880 36880 36880 73991 73991 107936 107936 LIST RENTAL INCOME 900099 100664 100664 REIMBURSED EXPENSES 900099 17075 17075 80240 80240 197979 6701286 36880 0 379906 97500 97500 196337 98326 98011 1336812 736766 402775 197271 357641 194340 116359 46942 466046 220154 161716 84176 124391 68149 39842 16400 60300 58175 2125 47400 47400 106900 106900 4894 4894 290758 278820 26059 -14121 675 675 92961 22821 38342 31798 48236 25563 18685 3988 81390 81390 27369 12453 14916 11525 3930 7595 8503 8503 55736 41413 14323 PRINTING 2100536 1495610 64350 540576 POSTAGE 1147776 819673 35277 292826 MAILING LIST RENTAL 224522 161057 6588 56877 DUES & SUBSCRIPTIONS 182175 21760 160203 212 79474 66691 4858 7925 7149857 4423876 1354211 1371770 X 3566089 2543095 108892 914102 9726620 9433499 118350 99890 241988 131476 107500 95474 12596 12026 1139312 984939 66672 235562 159487 11474428 10887989 336579 378914 336579 378914 X 11137849 10509075 11137849 10509075 11474428 10887989 -448571 -180203 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 8921 7378 1543 98579 88096 10483 12026 X 6628676 -180203 112487 -67716 6696392 4894 4894 6701286 7230883 85920 85920 7144963 4894 4894 7149857 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 2019 THROUGH 2021, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME OF AFFILIATES 112,487. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATES 85,920. X X X 1 INTEGRATED DIRECT MARKETING LLC 1250 CONNECTICUT AVENUE NW SUITE WASHINGTON DC 20036 CONSULTING ON DIRECT MAIL PROGRAM 0 4605216 93950 4511266 IMAGE WORKS CREATIVE GROUP INC 6550 MARLO DRIVE FALLS CHURCH VA 22042 GRAPHIC & ART DESIGN DIRECT MAIL 0 0 12950 -12950 4605216 106900 4498316 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 1 INDIANA ALLIANCE FOR RETIRED AMERICANS 2320 S TIBBS AVE INDIANAPOLIS IN 46241 010705450 501(C)(4) 36000 0 GENERAL SUPPORT 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 3 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 170452 0 8526 0 51 0 1000 0 16308 0 196337 0 0 0 LISA K CUTLER COMMUNICATIONS DIRECTOR 133838 0 6829 0 54 0 1000 0 38295 0 180016 0 0 0 JUAN JOHNSON INFORMATION TECHNOLOGY DIR 106740 0 5457 0 50 0 1000 0 38091 0 151338 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