Association For Research And Enlightenment Inc in Virginia Bch, Virginia (VA)

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Association For Research And Enlightenment Inc
Employer Identification Number (EIN)540573802
Name of OrganizationAssociation For Research And Enlightenment Inc
Address215 67th St, Virginia Bch, VA 23451-2061
ActivitiesDiscussion groups, forums, panels lectures, etc.
SubsectionCharitable Organization, Educational Organization
Ruling Date11/1995
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$15,542,055
Amount of Income$10,349,336
Form 990 Revenue Amount$7,328,276
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Printing, Publishing


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Amount of income in 2013: $10,349,336 (it was $10,082,520 in 2012)
This organization: 

 $10,349,336
Other organizations performing similar types of work: 

 $148,702

Assets in 2013: $15,542,055 (it was $15,104,555 in 2012)
This organization: 

 $15,542,055
Other organizations performing similar types of work: 

 $151,247

Expenses in 2013: $7,494,502
This organization: 

 $7,494,502
Other organizations performing similar types of work: 

 $127,266

Income to expenses ratio in 2013: 1.4
Association For Research And Enlightenment Inc: 

 1.4
Other organizations performing similar types of work: 

 1.0

Number of employees in 2013: 155
Association For Research And Enlightenment Inc: 

 155
Other organizations performing similar types of work: 

 4

Employees paid over $100,000 in 2013: 1.3%
This organization: 

 1.3%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 37.8%
This organization: 

 37.8%
Other organizations performing similar types of work: 

 44.8%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
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?NoNo
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?YesYes
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?YesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?YesYes
Did the organization report an amount for other assets that is 5% or more of its total assets?NoYes
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)?YesYes
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?NoNo
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?NoNo
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?YesNo
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?YesYes
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)?YesYes
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 109600
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?NoNo
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 return152155
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?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
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$563,973$590,983
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$94,312$66,462
Total number of individuals who received more than $100,000 of reportable compensation from the organization22
Total number of independent contractors who received more than $100,000 of compensation from the organization00
Statement of Revenue
201120122013
Total revenue$9,702,176$8,157,329$7,328,276
Contributions, Gifts, Grants and Other Similar Amounts$4,734,941$3,288,936$2,773,335
Program Service Revenue$3,821,118$3,568,620$3,579,238
900099$968,211$964,046
624100$835,061$779,232
541900$604,917$659,691
900099$549,999$539,618
900099$417,901$448,388
All other program service revenue$192,531$188,263
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$41,888$44,130$47,115
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$32,399$27,664$24,734
Net rental income$60,409$71,529$101,582
Gross rents (Real / Personal)$56,801 / $4,171$70,095 / $2,008$96,028 / $5,554
Less: rental expenses (Real / Personal)$563 / $0$574 / $0$0 / $0
Rental income or (loss) (Real / Personal)$56,238 / $4,171$69,521 / $2,008$96,028 / $5,554
Net gain/loss from sales of assets other than inventory$38,744$243,303$47,310
Gross amount from sales of assets other than inventory (Securities / Other)$62,961 / $0$1,357,697 / $242$2,111,134 / $344,767
Less: cost or other basis and sales expenses (Securities / Other)$21,199 / $3,018$1,111,849 / $2,787$2,024,192 / $384,399
Gain or (loss) (Securities / Other)$41,762 / $-3,018$245,848 / $-2,545$86,942 / $-39,632
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$904,699$869,063$730,968
Gross sales of inventory, less returns and allowances$1,625,295$1,679,044$1,343,437
Less: cost of goods sold$720,596$809,981$612,469
Miscellaneous Revenue$67,978$44,084$23,994
900099$45,084$26,026
900099$487$27
900099$-1,487$13
All other revenue$0$-2,072
Statement of Functional Expenses
201120122013
Total functional expenses$7,651,756$8,093,427$7,494,502
Grants and other assistance to domestic organizations and domestic governments$0$0
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$729,267$658,285$657,445
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$2,138,349$2,299,792$2,082,290
Pension plan accruals and contributions$62,393$0
Other employee benefits$277,220$267,822
Payroll taxes$236,821$244,743$241,690
Fees for services (non-employees)
Management$0$0
Legal$20,641$37,266
Accounting$54,726$53,200
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$930,709$901,740
Advertising and promotion$171,642$170,491
Office expenses$922,805$621,166
Information technology$0$0
Royalties$0$22
Occupancy$343,747$181,195
Travel$127,684$105,228
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$0$0
Interest$175,391$228,860
Payments to affiliates$6,900$0
Depreciation, depletion, and amortization$271,217$362,004
Insurance$234,149$246,992
Other expenses$716,999$634,121
Other expenses$204,426$192,642
Other expenses$135,438$164,495
Other expenses$60,432$131,564
Other expenses$174,088$214,269
Balance Sheet
201120122013
Total assets$13,761,775$15,104,555$15,542,055
Cash - non-interest-bearing$1,116,624$1,361,706
Savings and temporary cash investments$0$0
Pledges and grants receivable, net$359,157$354,617
Accounts receivable, net$205,352$224,493
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$436,640$375,588
Prepaid expenses and deferred charges$212,724$224,812
Land, buildings, and equipment: cost or other basis$6,458,760$7,129,310
Investments - publicly traded securities$2,603,491$2,831,966
Investments - other securities$1,463,232$1,551,966
Investments - program-related$1,435,166$1,073,294
Intangible assets$81,907$81,187
Other assets$731,502$333,116
Total liabilities$4,976,789$6,220,689$6,565,837
Accounts payable and accrued expenses$523,395$642,399
Grants payable$0$0
Deferred revenue$903,506$1,003,808
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$1,342,778$2,422,870$2,513,052
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)$2,370,918$2,406,578
Total net assets or fund balances$8,784,986$8,883,866$8,976,218
Unrestricted net assets$5,708,857$5,509,711
Temporarily restricted net assets$3,175,009$3,231,507
Permanently restricted net assets$0$235,000
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:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$41,966,319
Subtotal$41,966,319
Gifts, grants, contributions, and membership fees received$19,982,734
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$21,983,585
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$0
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$42,933,182
Public support$41,966,319
Subtotal$966,863
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$966,863
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Association For Research And Enlightenment Inc215 67th St, Virginia Bch, VA 23451-2061VA1995-11$10,349,336
2National Energy Education Development Project Inc8408 Kao Cir, Manassas, VA 20110-1702VA1993-05$5,060,462
3Randall House Publications Of The National Assn Of Free Will Baptist, Randall House Publications114 Bush Rd, Nashville, TN 37217-2904TN1991-11$4,950,139
4University Press Of Mississippi Inc3825 Ridgewood Rd, Jackson, MS 39211-6453MS1970-12$2,858,039
5Natl Assoc For Research In Science Teaching The Univ Of Calgary Narst12100 Sunset Hills Rd Ste 130, Reston, VA 20190-3221VA1982-08$875,355
6Virginia Foundation For Agriculture In The ClassroomPO BOX 27552, Richmond, VA 23261-7552VA1992-08$391,292
7Mars Hill Audio Incorporated6321 Amicus Rd, Ruckersville, VA 22968-2622VA1997-12$375,915
8Prophecy Today MinistriesPO BOX 13006, Roanoke, VA 24030-3006VA1990-08$207,402
9Community Nutrition Institute Inc7002 Poppy Dr, Mclean, VA 22101-5430VA1971-02$199,702
10Providence FoundationPO BOX 6759, Charlottsville, VA 22906-6759VA1985-10$167,864
11High Frontier500 N Washington St, Alexandria, VA 22314-2314VA1982-03$67,628
12University Of Richmond Publications28 Westhampton Way Ste Mh 201, University Of Richmond, VA 23173-0001VA1978-05$57,952
13Lifestream IncPO BOX 4329, Roanoke, VA 24015-0329VA1995-11$54,340
14Families For Russian And Ukrainian AdoptionPO BOX 2644, Merrifield, VA 22116-2644VA1997-02$36,918
15Belles Lettres Inc1243 Maple View Dr, Charlottesville, VA 22902VA1989-04$0
16Concerned Alumni Of Catholic University1307 N Ode St Apt 432, Arlington, VA 22209-3449VA1998-06$0
17National Association Of Hispanic8400 Westpark Dr Ste 200, Mc Lean, VA 22102-3570VA1987-08$0
18Public Health Information Services Inc11661 Charter Oak Ct Apt 102, Reston, VA 20190-4533VA1988-05$0
19The American Waterways Operators Foundation801 North Quincy St, Arlington, VA 22203VA1990-06$0
20Virginia Advocate IncPO BOX 626, Charlottesvle, VA 22902-0626VA1995-09$0
Number of organizations performing similar types of work
Alabama7
Arkansas2
Arizona7
California74
Colorado7
Connecticut6
District of Columbia20
Delaware1
Florida19
Georgia12
Hawaii3
Iowa5
Idaho2
Illinois28
Indiana8
Kansas5
Kentucky6
Louisiana1
Massachusetts21
Maryland11
Maine3
Michigan17
Minnesota14
Missouri18
Mississippi3
Montana1
North Carolina7
Nebraska3
New Jersey7
New Mexico4
New York50
Ohio4
Oklahoma4
Oregon3
Pennsylvania10
South Carolina3
South Dakota2
Tennessee6
Texas18
Utah2
Virginia21
Vermont3
Washington12
Wisconsin10
West Virginia2
Wyoming1
International3
Total476
All affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralAssociation For Research And Enlightenment Inc215 67th St, Virginia Bch, VA 23451-2061VA1995-11$10,349,336
SubordinateAssociation For Research And Enlightenment Inc, Group Return215 67th St, Virginia Bch, VA 23451-2061VA1995-11$587,451
SubordinateAssociation For Research & Enlightenment Inc, A R E Of North Carolina Inc1804 Olympia Cir, Helena, AL 35080-4124AL1995-11$0
SubordinateAssociation For Research & Enlightenment Inc, A R E Of California Inc212 E Fallbrook St Apt 11, Fallbrook, CA 92028-3376CA1995-11$0
SubordinateAssociation For Research & Enlightenment Inc, A R E Of Colorado Inc675 N 14th Ave, Brighton, CO 80601-3661CO1995-11$0
SubordinateAssociation For Research & Enlightenment Inc, A R E Of Connecticut Inc9 Bramble Cir, Rockland, MA 02370-2817MA1995-11$0
SubordinateAssociation For Research & Enlightenment Inc, A R E Of New York IncEnlightenment Of New York Inc 241 W, New York, NY 10001NY1995-11$0
SubordinateAssociation For Research & Enlightenment Inc, A R E Of Illinois Inc5071 Rd N, Mcclure, OH 43534-9795OH1995-11$0
SubordinateAssociation For Research & Enlightenment Inc, A R E Of Mid-Atlantic Region Inc802 Venetian Way, Gahanna, OH 43230-1806OH1995-11$0
SubordinateAssociation For Research & Enlightenment Inc, A R E Of Texas Inc4306 Aqua Verde Dr, Austin, TX 78746-1045TX1995-11$0
SubordinateAssociation For Research And Elightenment Inc, A R E Pacific Southwest Region212 E Fallbrook St Ste 10, Fallbrook, CA 92028CA1995-11$0
SubordinateAssociation For Research & Enlightenment Inc, A R E Of Washington Inc1616 Skyline Dr, Anacortes, WA 98221-2976WA1995-11$0
SubordinateAssociation For Research & Enlightenment Inc, A R E Of Ohio Inc5071 Rd N, Mcclure, OH 43534OH1995-11$0
Number of affiliated organizations
Alabama1
California2
Colorado1
Massachusetts1
New York1
Ohio3
Texas1
Virginia2
Washington1
Total13

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