2026-05-06T17:29:25-05:00 2025-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2025-01-01 522277805 ALLIANCE FOR RETIRED AMERICANS ALLI 2026375399 815 16TH STREET NW WASHINGTON DC 200064103 RICHARD J FIESTA EXECUTIVE DIRECTOR 2026375399 2026-05-06 1 ERIN CRANMER P01712644 2023319880 2026-05-02 2025 2025-03-06 01:10:19Z RICHARD J FIESTA 815 16TH STREET NW WASHINGTON DC 200064103 8577134 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. 41 41 20 41 0 0 7215100 7892337 111896 0 325996 337676 380242 347121 8033234 8577134 107215 76720 0 0 3219694 2434213 129175 161950 1759273 4745720 5246901 8201804 7919784 -168570 657350 12071509 11966614 1603263 808281 10468246 11158333 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 3401377 POLICY ADVOCACY (GOVERNMENT AND POLITICAL AFFAIRS): THE ALLIANCE RESEARCHES, ANALYZES, TRACKS, ADVISES AND EDUCATES ITS MEMBERS AND MEMBERS OF CONGRESS ON FEDERAL LEGISLATIVE AND POLICY MATTERS AFFECTING OLDER AMERICANS AND RETIREES, INCLUDING SOCIAL SECURITY, MEDICARE, MEDICAID, PENSIONS AND HIGH PRESCRIPTION DRUG PRICES. THE ALLIANCE ALSO ASSISTS THE STATE ALLIANCES WITH RESEARCH AND ANALYZE STATE AND LOCAL LEGISLATIVE AND REGULATORY ISSUES THAT AFFECT OLDER AMERICANS. EACH YEAR THE ALLIANCE ISSUES A CONGRESSIONAL VOTING RECORD WHICH SCORES 10 U.S. HOUSE AND SENATE VOTES ON ISSUES AFFECTING RETIREES AND SENIORS. THE ALLIANCE ALSO CREATES FACT SHEETS AND POSITION PAPERS ON POLICY ISSUES AFFECTING OLDER AMERICANS. 797056 74720 GRASS ROOTS MOBILIZATION (FIELD MOBILIZATION): THE ALLIANCE'S FIELD TEAM FOCUS ON GRASSROOTS EDUCATION AND MOBILIZATION BY DEVELOPING ORGANIZATIONAL LEADERS AND STRUCTURES AND BY CHARTERING NEW STATE ALLIANCES TO BE A PART OF THE NATIONAL ALLIANCE NETWORK. THE FIELD TEAM ALSO SUPPORTS THE EXISTING 40 STATE ALLIANCES, THEIR VOLUNTEER OFFICERS, BOARDS AND MEMBERS BY PROVIDING STAFF, FUNDRAISING SUPPORT, AND GUIDANCE. THEY DEVELOP AND DISSEMINATE PROGRAM AND INFORMATIONAL MATERIAL ON ISSUES OF IMPORTANCE TO RETIREES AND SENIORS. THE FIELD TEAM PROVIDES SUPPORT TO ALLIANCE MEMBERS AS THEY ADVOCATE FOR LEGISLATION AND POLICIES THAT WILL STRENGTHEN RETIREMENT SECURITY, PROMOTE THE WELL-BEING OF OLDER AMERICANS, AND PROTECT THE EARNED BENEFIT PROGRAMS. 599850 2000 PUBLIC OUTREACH (COMMUNICATIONS): THE ALLIANCE'S COMMUNICATIONS TEAM DEVELOPS MATERIALS AND EDUCATIONAL CONTENT FOR ITS MEMBERS, THE MEDICA AND THE PUBLIC AT LARGE TO RAISE AWARENESS AND BUILD SUPPORT FOR POLICIES THE PROTECT AND STRENGTHEN RETIREMENT SECURITY. THE ALLIANCE CONDUCTS OUTREACH TO MEMBERS OF THE MEDIA, ALLIED ORGANIZATIONS, AND ITS MEMBERS THROUGH WEEKLY NEWSLETTERS, ITS WEBSITE AND SOCIAL MEDIA PLATFORMS. 4798283 0 1 0 1 0 0 0 0 0 1 1 0 0 1 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 11 0 1 20 1 0 0 0 0 1 1 0 0 0 X 41 41 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 MO MS NH NJ NY NC OR PA RI SC TN UT VA WV WI 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 X X 0 0 0 JULIE HORWIN EXECUTIVE VP 1.00 0.50 X X 0 0 0 JASON ANDERSON EXECUTIVE BOARD 0.20 X 0 0 0 STEVE BARGER EXECUTIVE BOARD 0.20 X 0 0 0 JOSEPH BOFFA EXECUTIVE BOARD 0.20 X 0 0 0 CAROLYN BOLLER EXECUTIVE BOARD 0.20 X 0 0 0 WENDY BOSZAK EXECUTIVE BOARD 0.20 X 0 0 0 ROGER BOUDREAU EXECUTIVE BOARD 0.20 X 0 0 0 BRIAN BRYANT EXECUTIVE BOARD 0.20 X 0 0 0 JIM CENTNER EXECUTIVE BOARD 0.20 X 0 0 0 MATTHEW CLARK EXECUTIVE BOARD 0.20 X 0 0 0 ROBERT PORTO EXECUTIVE BOARD 0.20 X 0 0 0 MARIA C CORDONE EXECUTIVE BOARD 0.20 X 0 0 0 JEAN DOBASHI EXECUTIVE BOARD 0.20 X 0 0 0 SHAWN FAIN EXECUTIVE BOARD 0.20 X 0 0 0 KIRK GILLENWATERS EXECUTIVE BOARD 0.20 X 0 0 0 BOB GILMORE EXECUTIVE BOARD 0.20 X 0 0 0 KEN GOODFRIEND EXECUTIVE BOARD 0.20 X 0 0 0 NOLAN HARRISON EXECUTIVE BOARD 0.20 X 0 0 0 LAQUITA HONEYSUCKER EXECUTIVE BOARD 0.20 X 0 0 0 EVERETT KELLEY EXECUTIVE BOARD 0.20 X 0 0 0 HENE KELLY EXECUTIVE BOARD 0.20 X 0 0 0 STEVE KOFAHL EXECUTIVE BOARD 0.20 X 0 0 0 RAY KRAMER EXECUTIVE BOARD 0.20 X 0 0 0 SHEILA LIEDER EXECUTIVE BOARD 0.20 X 0 0 0 RICHARD LONG EXECUTIVE BOARD 0.20 X 0 0 0 MIKE LOUIS EXECUTIVE BOARD 0.20 X 0 0 0 DORIS CROUSE-MAYS EXECUTIVE BOARD 0.20 X 0 0 0 DAVID MCCALL EXECUTIVE BOARD 0.20 X 0 0 0 TOM MURPHY EXECUTIVE BOARD 0.20 X 0 0 0 PAUL NOBLE EXECUTIVE BOARD 0.20 X 0 0 0 NANCY OLUMEKOR EXECUTIVE BOARD 0.20 X 0 0 0 TONY PADILLA EXECUTIVE BOARD THROUGH MARCH, 2025 0.20 X 0 0 0 MARC PERRONE EXECUTIVE BOARD THROUGH MAY, 2025 0.20 X 0 0 0 CAROL ROSENBLATT EXECUTIVE BOARD 0.20 X 0 0 0 LEE SAUNDERS EXECUTIVE BOARD 0.20 X 0 0 0 JULIE STEIN EXECUTIVE BOARD 0.20 X 0 0 0 RANDI WEINGARTEN EXECUTIVE BOARD 0.20 X 0 0 0 JODY WEINREICH EXECUTIVE BOARD 0.20 X 0 0 0 ANN WIDGER EXECUTIVE BOARD 0.20 X 0 0 0 JOSLYN N WILLIAMS EXECUTIVE BOARD 0.20 X 0 0 0 RICHARD J FIESTA EXECUTIVE DIRECTOR 39.00 1.00 X 174902 0 21877 LISA K CUTLER COMMUNICATIONS DIRECTOR 40.00 X 137716 0 49952 JUAN JOHNSON INFORMATION TECHNOLOGY DIR 40.00 X 109460 0 49806 SUZANNE PEELER DIRECTOR OF FINANCE & ADMI 40.00 X 140591 0 3469 DAVID SIMON LEGISLATIVE REPRESENTATIVE 40.00 X 100937 0 26837 663606 0 151941 5 0 1 0 0 2818782 5073555 7892337 337676 337676 85556 85556 LIST RENTAL INCOME 900099 101293 101293 REIMBURSED EXPENSES 900099 7250 7250 153022 153022 261565 8577134 153022 0 531775 76720 76720 197563 96430 101133 1287757 695579 414595 177583 345377 182852 120747 41778 478089 241811 153309 82969 125427 66361 43482 15584 50046 49122 924 54000 54000 161950 161950 9567 9567 428148 409358 32762 -13972 3090 3090 389447 236135 34073 119239 43042 25065 14136 3841 169113 53851 101968 13294 51929 25683 25984 262 7426 1971 4755 700 7247 7247 56940 43876 13064 PRINTING 1741402 1178489 67711 495202 POSTAGE 1720611 1151123 63178 506310 MAILING LIST RENTAL 338389 227449 12040 98900 DUES & SUBSCRIPTIONS 155062 33199 81762 40101 21442 119 5791 15532 7919784 4798283 1362228 1759273 X 4587883 3112988 163772 1311123 10093369 10039662 54080 29688 281741 335034 115027 87954 2263 27073 992331 1025067 647725 510090 12071509 11966614 958112 285216 645151 523065 1603263 808281 X 10468246 11158333 10468246 11158333 12071509 11966614 657350 32737 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 8921 8921 0 106106 79033 27073 27073 AFL-CIO HOUSING INVESTMENT TRUST 1025067 F 1025067 LEASE LIABILITY 523065 523065 X 9020017 32736 419714 452450 8567567 9567 9567 8577134 8162459 252242 252242 7910217 9567 9567 7919784 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 2022 THROUGH 2024, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME OF AFFILIATES 419,714. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATES 252,242. X X X 1 INTEGRATED DIRECT MARKETING LLC 1250 CONNECTICUT AVENUE NW SUITE WASHINGTON DC 20036 CONSULTING ON DIRECT MAIL PROGRAM 0 5862252 137300 5688952 IMAGE WORKS CREATIVE GROUP INC 6550 MARLO DRIVE FALLS CHURCH VA 22042 GRAPHIC & ART DESIGN DIRECT MAIL 0 0 24650 -24650 5862252 161950 5664302 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 PENNSYLVANIA ALLIANCE FOR RETIRED AMERICANS PO BOX 164 CORDORUS PA 17311 571169373 501(C)(4) 31420 0 GENERAL SUPPORT 0 1 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 169733 0 5115 0 54 0 1000 0 20877 0 196779 0 0 0 LISA K CUTLER COMMUNICATIONS DIRECTOR 133565 0 4097 0 54 0 1000 0 48952 0 187668 0 0 0 JUAN JOHNSON INFORMATION TECHNOLOGY DIR 106132 0 3274 0 54 0 1000 0 48806 0 159266 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 ANNUALLY, BOARD MEMBERS ARE PROVIDED WITH A FORM AND IT IS REQUESTED THAT THEY DISCLOSE ANY RELATIONSHIPS WITH OTHER OFFICERS OF DIRECTORS DURING THE PREVIOUS CALENDAR YEAR. 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 INCREASES OR STEP PROGRESSION INCREASES ARE NEGOTIATED WITH THE OPEIU LOCAL UNION 2 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 RETIRED AMERICANS PAC 815 16TH STREET NW 4TH FL NORTH WASHINGTON DC 20006 272657434 POLITICAL ACTION COMMITTEE DC 527 N/A 0 RETIRED DEMOCRATS FUND 815 16TH STREET NW WASHINGTON DC 20006 993378037 POLITICAL ACTION COMMITTEE DC 527 N/A 0 RETIRED DEMOCRATS 2026 815 16TH STREET NW WASHINGTON DC 20006 332771576 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 1 ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND Q 81929 ACTUAL REIMBURSED AMOUNT TRANSFER ALLIANCE FOR RETIRED AMERICANS POLITICAL ACTION FUND L 251883 ACTUAL EXPENSES INCURRED ALLIANCE FOR RETIRED AMERICANS EDUCATIONAL FUND L 29549 ACTUAL EXPENSES INCURRED RETIRED AMERICANS PAC S 150000 GENERAL PURPOSE