Alliance For Retired Americans, Washington Alliance For Retired Americans in Seattle, Washington (WA)

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Alliance For Retired Americans, Washington Alliance For Retired Americans
Employer Identification Number (EIN)522277805
Name of OrganizationAlliance For Retired Americans
Secondary NameWashington Alliance For Retired Americans
In Care of NameMichael Warren
Address2800 First Avenue Room 262, Seattle, WA 98121
SubsectionSocial Welfare Organization
Ruling Date01/2004
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period2012
Assets$1,000,000 to $4,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$2,661,349
Amount of Income$9,029,172
Form 990 Revenue Amount$9,029,172
National Taxonomy of Exempt Entities (NTEE)Civil Rights, Social Action, Advocacy: Seniors' Rights


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Amount of income in 2012: $9,029,172 (it was $9,029,172 in 2013)
This organization: 

 $9,029,172
Other organizations performing similar types of work: 

 $72,842

Assets in 2012: $2,661,349 (it was $2,661,349 in 2013)
This organization: 

 $2,661,349
Other organizations performing similar types of work: 

 $44,095

Expenses in 2013: $8,197,198
Alliance For Retired Americans, Washington Alliance For Retired Americans: 

 $8,197,198
Other organizations performing similar types of work: 

 $304,979

Income to expenses ratio in 2013: 1.1
This organization: 

 1.1
Other organizations performing similar types of work: 

 1.2

Number of employees in 2013: 31
Alliance For Retired Americans, Washington Alliance For Retired Americans: 

 31
Other organizations performing similar types of work: 

 3

Employees paid over $100,000 in 2013: 16.1%
Alliance For Retired Americans, Washington Alliance For Retired Americans: 

 16.1%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 96.1%
This organization: 

 96.1%
Other organizations performing similar types of work: 

 96.7%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNo
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?YesYes
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?YesYes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 10962121
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return3631
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?YesYes
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?YesYes
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$917,945$706,293
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$373,707$288,448
Total number of individuals who received more than $100,000 of reportable compensation from the organization75
Total number of independent contractors who received more than $100,000 of compensation from the organization00
Statement of Revenue
201120122013
Total revenue$8,155,493$7,466,560$9,029,172
Contributions, Gifts, Grants and Other Similar Amounts$7,675,725$7,067,450$8,680,431
Program Service Revenue$242,735$121,445$88,913
900099$121,445$88,913
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$6,267$3,210$3,967
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$171,771$174,319$185,015
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$0$0$0
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$58,995$100,136$70,846
900099$89,454$68,105
900099$10,092$2,724
900099$590$17
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$8,339,753$7,680,381$8,197,198
Grants and other assistance to domestic organizations and domestic governments$244,385$1,199,098
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$424,701$424,078$486,332
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$1,950,754$1,853,197$1,566,352
Pension plan accruals and contributions$482,280$421,067
Other employee benefits$729,896$801,377
Payroll taxes$173,497$158,608$148,434
Fees for services (non-employees)
Management$0$0
Legal$106,325$109,150
Accounting$43,138$44,235
Lobbying$0$0
Professional fundraising services$151,456$101,605$102,298
Investment management fees$0$0
Other$395,908$324,785
Advertising and promotion$1,410$6,148
Office expenses$165,228$155,241
Information technology$58,765$55,916
Royalties$0$0
Occupancy$83,961$84,743
Travel$264,550$208,931
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$224,621$36,011
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$20,088$10,798
Insurance$92,501$100,854
Other expenses$1,271,330$1,205,696
Other expenses$635,678$882,026
Other expenses$188,180$247,706
Balance Sheet
201120122013
Total assets$1,596,678$1,729,117$2,661,349
Cash - non-interest-bearing$1,328$10,547
Savings and temporary cash investments$1,592,163$1,970,188
Pledges and grants receivable, net$0$0
Accounts receivable, net$43,627$572,896
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$76,601$74,665
Land, buildings, and equipment: cost or other basis$12,398$6,983
Investments - publicly traded securities$0$0
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$3,000$26,070
Total liabilities$3,242,219$4,008,689$3,929,626
Accounts payable and accrued expenses$809,409$617,507
Grants payable$0$0
Deferred revenue$0$1,800
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$3,199,280$3,310,319
Total net assets or fund balances$-1,645,541$-2,279,572$-1,268,277
Unrestricted net assets$-2,328,232$-1,831,347
Temporarily restricted net assets$48,660$563,070
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Alliance For Retired Americans, Washington Alliance For Retired Americans2800 First Avenue Room 262, Seattle, WA 98121WA2004-01$9,029,172
2Social Security Institute190 Moonstone Dr, Warrenton, VA 20186-4353VA2004-07$913,620
3Community Living Campaign930 4th St, San Francisco, CA 94158-1628CA2008-06$390,514
4Wisconsin Alliance For Retired Americans Inc6333 W Bluemound Rd, Milwaukee, WI 53213-4146WI2009-06$151,169
5Elder Abuse Institute Of Maine136 Us Route One, Scarbourough, ME 04074ME2003-10$135,339
6Uclrg Legal Defense Fund4300 Black Ave Unit 624, Pleasanton, CA 94566-5030CA2012-06$97,705
7Alliance For Retired Americans Educational Fund, Il Alliance For Retired Americans E27 E Monroe St Ste 1100, Chicago, IL 60603-5698IL2004-01$72,842
8Puget Sound Advocates For Retirement Action2800 First Avenue Suite 262, Seattle, WA 98121-1114WA2012-02$29,161
9United Senior Citizens Association Of Texas Inc8787 Brae Acres Rd Apt 1107, Houston, TX 77074-4136TX2014-05$24,248
10Indiana Equlity Educational FundPO BOX 20621, Indianapolis, IN 46220-0621IN2006-09$23,486
1155 Green Meadows55 Green Meadows Drive South, Columbus, OH 43035-9455OH2010-06$7,500
12Northwest Corner TriadPO BOX 997, Litchfield, CT 06759-0997CT2014-07$632
13Visionary Institute For Total Ageless Living Inc, Vital11104 S Glen Rd, Potomac, MD 20854-1845MD2004-05$603
14Preserve Social Security & Medicare Coalition Incorporated35 Brook St, Croton-On-Hudson, NY 10520-2512NY2006-08$300
15Lapse Incorporated3801 N Federal Hwy, Pompano Beach, FL 33064-6611FL2007-09$89
16Senior Scripts Inc2216 Highbury Dr, Troy, MI 48085-3810MI2001-05$11
1760 Plus Foundation Inc515 King Street Suite 315b, Alexandria, VA 22314VA2013-08$0
18Action For Services To Oregons Older Adult And People With DisabiPo Box 12189, Salem, OR 97309OR2009-04$0
19Alliance For Retired AmericansPo Box 2019, Renton, WA 98056WA2004-01$0
20Sage OlympiaPo Box 7221, Olympia, WA 98507-7221WA2014-10$0
Number of organizations performing similar types of work
Alabama2
Arizona1
California10
Colorado3
Connecticut2
District of Columbia2
Florida4
Georgia3
Hawaii2
Iowa3
Illinois3
Indiana3
Louisiana3
Massachusetts1
Maryland2
Maine5
Michigan4
Minnesota1
Missouri1
Montana1
North Carolina1
Nebraska1
New Hampshire2
New Jersey2
New Mexico1
Nevada2
New York4
Ohio4
Oklahoma1
Oregon2
Pennsylvania2
Rhode Island3
South Dakota1
Texas4
Virginia9
Washington4
Wisconsin1
Wyoming1
Total101
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralAlliance For Retired Americans, Washington Alliance For Retired Americans2800 First Avenue Room 262, Seattle, WA 98121WA2004-01$9,029,172
SubordinateAlliance For Retired Americans, New York State Alliance For Retired800 Troy Schenectady Rd, Latham, NY 12110-2424NY2004-01$76,878
SubordinateAlliance For Retired Americans Educational Fund, Il Alliance For Retired Americans E27 E Monroe St Ste 1100, Chicago, IL 60603-5698IL2004-01$72,842
SubordinateAlliance For Retired Americans, Florida Alliance For Retired Americ12773 W Forest Hill Blvd Ste 211, Wellington, FL 33414-4762FL2004-01$54,281
SubordinateAlliance For Retired Americans600 N 2nd Street, Harrisburg, PA 17101PA2004-01$0
SubordinateAlliance For Retired Americans94 Cleveland Street, North Provdence, RI 02904-3525RI2004-01$0
SubordinateAlliance For Retired Americans, Vermont Alliance For Retired Americans141 Main St, Montpelier, VT 05601VT2004-01$0
SubordinateWisconsin Alliance For Retired Americans Inc Education Fund6333 W Bluemound Rd, Milwaukee, WI 53213WI2004-01$0
SubordinateAlliance For Retired Americans3117 N 16th St Suite 200, Phoenix, AZ 85016AZ2004-01$0
SubordinateAlliance For Retired Americans815 16th Street Nw, Washington, DC 20006DC2004-01$0
SubordinateAlliance For Retired Americans810 Winston Ave, Baltiimore, MD 21212MD2004-01$0
SubordinateAlliance For Retired Americans3301 Hollenberg Drive, Bridgeton, MO 63044MO2004-01$0
SubordinateAlliance For Retired Americans8207 Vallejo St, Denver, CO 80221CO2004-01$0
SubordinateAlliance For Retired Americans, Ct Alliance For Retired Americans56 Town Line Rd, Rocky Hill, CT 06067CT2004-01$0
SubordinateAlliance For Retired Americans501 Pulliam St Ste 549, Atlanta, GA 30312GA2004-01$0
SubordinateAlliance For Retired Americans1953 South Beretania Street Ste 5, Honolulu, HI 96826HI2004-01$0
SubordinateAlliance For Retired Americans2000 Walker St Ste A, Des Moines, IA 50317IA2004-01$0
SubordinateAlliance For Retired Americans5850 Fortune Circle West, Indianapolis, IN 46241IN2004-01$0
SubordinateAlliance For Retired Americans175 Aurora, Sy Paul, MN 55193MN2004-01$0
SubordinateAlliance For Retired Americans1408 Hillsborough Street, Raleigh, NC 27587NC2004-01$0
Number of affiliated organizations
Arizona1
California1
Colorado1
Connecticut1
District of Columbia1
Florida1
Georgia1
Hawaii1
Iowa1
Illinois1
Indiana1
Maryland1
Maine1
Minnesota1
Missouri1
North Carolina1
Nebraska1
Nevada1
New York1
Ohio1
Oregon1
Pennsylvania1
Rhode Island1
Texas1
Vermont1
Washington2
Wisconsin1
West Virginia1
Total29

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