SCANNED 2 7 ZUIU Return of Organization Exempt From Income Tax Form Under SECTION 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung Dmanmem or me "east" benefit trust or prlvate foundation) open to Pubhc servlet, The organlzatlon may have to use a Copy of return to state requlrements A For the 2009 calendar year, or tax year beginning JUL 1 2 9 and endin JUN 3 2 1 cneeltll please Name of organlzatlon Employer number apphcable USB IRS HE 5 0 PLUS AssocIA't'IoN INC. Iilglaglge DOIN BUSINESS KING STREET 315 703-807-2070 Dm 5" LEXANDRIA VA 2 2 3 1 4 H(a) Is a group return KING STREET SUITE 315 ALEXANDRIA VA H(b) Ale Eno I Tax-exem status 501 4 4 lnsert no 4947 a 1 or I3 527 ll attach a (see Webslte: A Grou exem tlon number Form olol arllzallon CorD0raIl0f1 Trust Assoclallon lj Other Slate ollc VA Summary 1 Brlelly OBSCTIDQ the organlzatlon's or most TO PROVIDE RESOURCES EDUCATION AND INFORMATION TO SENIOR CITIZENS IN ORDER FOR THEM TO PROTECT :fa 2 Check box ll the organlzatlon dlscontlnued IIS operatlons or dlsposed of more than 25% ol IIS net assets 5 3 Number of VOIIHQ members of the body (Part VI, llne la) 3 3 4 Number ot lndependent votlng members of the body (Part VI, Ilne tb) 5 Total number ot employees (Part V, llne 2a) 6 Total number ot volunteers (estimate ll necessary) it 7a Total gross unrelated buslness revenue from Part column (C), llne 12 6 2 9 Net unrelated buslness taxable Income from Form 990 T, llne 34 0 Current Year 4, 8 and grants (Part llne 1hProgram servlce revenue (Part llne 2gInvestment lncome (Part column (A), llnes Other revenue (Part column (A), llnes 5, 6d, Bc, Qc, 10c, and 11e) 1 I 12 Total revenue add llnes 8 throu 11 must ual Part column A, llne|Grants and amounts pald (Pan IX, column (A), Ilnes 1 3) I I 14 Eenellts pald to or lor members (Part IX, column (A), llne 4) I 3 15 Salarles, other compensatlon, employee beneflts (Part IX, column (A), Ilnes 16a Prolesslonal fees (Part IX. column (A). llne 11eTotal expenses (Part IX, column (D), llne 25) 7 2 17 Other expenses (Pan IX, Column (A), llnes 113-11d_ 111-240 Total expenses Add Ilnes 13-17 (must equal Part IX. column (A), llne 25Ftevenue less ex enses Subtract llne 18 from Ilne veal 20 Total assets (Pan x, llne lsTotal (Part X, llne 26Net assets or fund balances Subtract llne 21 from Ilne 20 2 3 6 1 4 Part ll Signature Block Under ol Dolpry, I declald that I have examlned return tncludang schedules and statements and to the best ol my knowledge and bellel ll ll co rect and compl Declaration of preparer (otha than Offl )l5 based on all lnfolmatlon of which preparer has any knowledge fl ated Ok Ls Here Slgnalure Dale AMY PRESIDENT Type or rt and tltle l>>leelel~s :ma slgnature 1 4 2 1 1 1 employed ep ref . use Only BADGER, SUMRALL MAPLE AVENUE WEST STE 6 i|dd|B5S, 800 VIENNA VIRGINIA 22180 Ma the IFIS return the re arer shown above? see Yes 11:1 N0 93200-. oz-on to LHA For Privacy Act and Paperwork Reductlon Act Notice, see the separate Instructions Form 990 (2309) SEE SCHEDULE FOR ORGANIZATION MISSION STATEMENT CONTINUATION 4 @l Form 990i2009l THE 60 PLUS ASSOCIATION INCPart Ill Statement of Program Service Accomplishments 1 Brretly the Organrzatrorfs TO EDUCATE INFORM AND PROVIDE RESOURCES TO AID SENIOR CITIZENS IN PROTECTING THEIR RIGHTS. 2 Dad the organtzatnon undertake any program servlces dunng the year were not llsted on the pnor Form 990 or Yes No ll "Yes," descnbe these new sennces on Schedule 3 the organuzatron cease conduct|ng_ or make changes un how tt conducts, any program [Stes I I No lt "Yes," descnbe these changes on Schedule 4 Descnbe the exempt purpose achuevements for each ot the organ|zat|on's three largest program servuces by expenses Sectson 501(c)(3) and 50t(c)(4) orgamzatuons and sectuon 4947(a)(1) trusts are requtred to report the amount ol grants and allocatrons to others, the total expenses, and revenue, rf any, lor each program semce reported 4a (Code (Expenses uncludrng grants of SS )(Revenue 0 . PROVIDING RESOURCES AND EDUCATIONAL MATERIALS TO SENIOR CITIZENS. 4b (Code (Expenses nncludnng grants ot (Revenue PROVIDE EDUCATIONAL AWARENESS ABOUT THE EFFECTS OF HEALTHCARE REFORM FOR SENIORS 4c (Code (Expenses rncludrng grants ot )(Flevenue 4d Other program servnces (Descnbe rn Schedule O) ?ExQenseS 5 rncludrng grants of Revenue 4e Total Qrogram servtce exgenses Form 990 (2009) 932002 U2-O4-10 2 14900421 781948 300068 2009.04000 THE 60 PLUS ASSOCIATION, IN 300068__l Form 990 2009 THE 60 PLUS ASSOCIATION INC. 54-1564919 Pa e3 Checklist of Required Schedules No 1 ls the organization described rn section 501 or 4947(a)(1) (other than a private ll "Yes, complete Schedule A 2 ls the organrzatron required to complete Schedule B, Schedule of Contributors? 3 Did the organization engage rn direct or Indirect political campaign on behall of or rn opposition to candidates lor public oltrce? ll "Yes, complete Schedule C, Part I 3 4 Section 501(c)(3) organizations. Did the organization engage rn lobbying activities? If "Yes,' complete Schedule C, Part ll 4 5 Section 501(c)(4), 501(c)(5), and 501(c)(6) organ|zattons_ ls the organization sub|ect to the section 6033(e) notrce and reporting requirement and proxy tax'> lf "Yes," complete Schedule C, Part 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment ol amounts In such funds or accounts'7 ll "Yes, complete Schedule D, Part 6 7 Did the organization recerve or hold a conservatron easement, Including easements lo preserve open space, . the envrronment_ hrstorrc land areas. or historic structures'>>' ll "Yes, complete Schedule D, Part ll 7 8 Did the organization maintain collections ot works of aft, hrstorrcal treasures, or other similar assets? If "Yes, complete Schedule D, Pan 9 Did the organization report an amount rn Part X, line 21, serve as a custodian lor amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services? ll "Yes," complete Schedule D, Part IV 10 Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-endowments? I ll "Yes," complete Schedule D, Part 10 11 ls the organizations answer to any ol the lollowrng questions ll so, complete Schedule D, Parts VI, VII, IX, or as me erganrzatron report an amount lor land, and equrpment in Part X, line 107 ll "Yes," complete Schedule D, Part Vl 0 Did the organization report an amount for investments other securities ln Part X, line 12 that IS 5% or more ol its total assets reported rn Pan X, lrne 167 lf "Yes," complete Schedule D, Part l/ll 0 Did the organization report an amount for investments program related rn Part X, line 13 that is 5% or more ol its total assets reported in Part X, lrne 167 ll "Yes," complete Schedule D, Part 0 Did the organization report an amount lor other assets In Part X, line 15 that is 5% or more of its total assets reported ln Part X, lrne 167 ll "Yes," complete Schedule D, Part IX 0 Did the organization report an amount lor other liabilities in Part line 25? II "Yes,' complete Schedule D, Part 0 the organizations separate or consolidated lrnancral statements for the tax year Include a loolnote that addresses the organizations lor uncertain tax positions under FIN 489 ll "Yes, complete Schedule D, Pan 12 Did the orgartlzatron obtain separate, independent audited lrnancral statements lor the tax year? ll "Yes, complete Schedule D, Parts Xl, XII, and 12 12A Was the organization included in consolidated, independent audited llnanclal statements for the tax year'7 lf "Yes, completing Schedule D, Parts Xl, Xll, and rs optional 13 ls the organization a school described in section ll "Yes,' complete Schedule 143 Did the organization maintain an ottrce, employees, or agents outsrde ol the Unrted States? 14a Did the organization have aggregate revenues or expenses ol more than $10,000 from grantmakrng fundraising, business, and program service activities outsrde the United States? If 'Yes,' complete Schedule F, Part I 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 ot grants or assistance to any organization or located outside the United States? ll "Yes, complete Schedule F, Part ll 16 the organization report on Part IX, column (A), line 3, more than $5,000 ol aggregate grants or assistance to located outside the United States? ll "Yes," complete Schedule Part 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e'7 ll "Yes," complete Schedule G, Part I 17 18 Did the organization report more than $15,000 total of fundraising event gross Income and contributions on Part lines tc and 8a'? ll "Yes,' complete Schedule G, Part II 19 Did the organization report more than $15,000 of gross Income from gaming activities on Part line 9a'l' Il "Yes, complete Schedule G, Part 20 Did the or anrzatron erate one or mor hos rtals'? ll "Yes com lete Schedule Form 990 (2009) 932003 02-O4 3 I 'hut' Rn ASSOCIATION, IN 300068_l 7 ?i Formeso 2009 THE 60 PLUS ASSOCIATION INC. 54-1564919 Pa e4 Part IV Checklist of Required Schedules (conIIrIued932004 Yes No the organIzatIon report more than $5,000 of grants and other to governments and OFQZDIZHIIODS In the I Unrted States on Part IX, column (A), lIne 17 ll 'Yes,' complete Schedule l, Parts land ll the organIzatIon report more than $5,000 of grants and other assustance to IndIvIduaIs In the UnIted States on Pan IX, - Column (A), lIne 2? ll 'Yes,' complete Schedule l, Parts I and 22 the organIzatIon answer 'Yes' to Pan VII, SectIon A, IIne 3, 4, or 5 about compensatuon of the organIzatIon's current and former OHICGTS, UIYECIOTS, trustees, key employees, and hrghest compensated employees? ll "Yes, complete Schedule 23 the organIzatIon have a tax-exempt bond ISSUE an oulstandIng amount ol more than $100,000 as ol the last day ot the year, that was Issued alter December 31, 20022 ll 'Yes, answer /Ines 24b through 2-'ld and complete Schedule If go to lIne 25 24a the organIzatIon Invest any proceeds ol tax-exempt bonds beyond a temporary penod exceptIon'7 the organIzatIon maIntaIn an escrow account other than a escrow at any tIme dunng the year to delease any tax exempt bonds? the organIzatIon act as an "on behalt ol" Issuer for bonds outstandIng at any tIme dunng the year Sectron and 501(c)(4) orgamzatrons. the organIzatIon engage In an excess benellt Iransactlon a EBI dIsquaIItIed person dunng the year? ll "Yes," complete Schedule L, Part Is the organIzatIon aware that It engaged In an excess benelIt transactIon a person In a DFIOT year, and that the transactIon has not been reported on any ol the organIzatIon's prIor Forms 990 or 990 ll 'Yes, complete Schedule L, Part Was a loan to or by a current or former offtcer, dlf8ClOf, trustee, key employee, compensated employee, or dIsquaIIlIed person outstandIng as of the end of the organIzatIon's tax year? If 'Yes, complete Schedule L, Perl ll 26 the organIzatIon provIde a grant or other BSSISIBUCB to an otllcer, dIrector, trustee, key employee, substanual contnbutor, or a grant selectron commIttee member, or to a person related to such an lI'ld|VldUHl7 Il 'Yes, complete Schedule Part 27 Was the organIzatIon a party to a busIness transacuon wIth one of the lol1owIng (see Schedule L, Part IV Instructtons lor apphcable lIlIng thresholds, condItIons, and excepuons) A current or tormer OHICGI, GIFGCTOF, trustee, or key empIoyee'P ll 'Yes," complete Schedule L, Part lV A lamlly member of a current or tormer 0fIlC9f, dIrector, trustee, or key employee? ll 'Yes," complete Schedule L, Part IV 28b An entIty ol whIch a current or former ol1Icer, dIrector, trustee, or key employee ol the organIzatIon (or a lamIly member) was an ortrcer, dIrector, trustee, or dIrect or owner? lf 'Yes," complete Schedule I., Part IV 28c the organIzatIon receIve more than $25,000 In non cash contrIbutIons'> ll "Yes," complete Schedule the organIzatIon receIve contrIbutIons ot art, hrstoncal treasures, or other sImIlar assets, or qualrfled conservatmon contrIbutIons7 lf Yes, complete Schedule 30 the organIzatIon IIquIdate_ termrnate, or dIssoIve and cease operatIons'? lf "Yes," comp/ere Schedule N, Pan I 31 the organIzatIon sell, exchange, dIspose of, or transler more than 25% ol IIS net assets'7ll "Yes, complete . Schedule N, Pan ll 32 the organIzatIon own 100% ol an entIty dIsregarded as separate trom the organIzatIon under Flegulauons i sectIons 301 7701 2 and 301 7701 37 ll' "Yes," complete Schedule Fl, Part 33 Was the organIzatIon related to any tax-exempt or taxable entIty? . lf "Yes," complete Schedule R, Pans ll, Ill, IV, and V, lrne I 34 ls any related organIzatIon a controlled entIty wIthIn the meanIng ol sectton . lf 'Yes," complete Schedule R, Part V, lrne 2 35 Sectron 501(c)(3) organIzatIons. the organIzatIon make any transters to an exempt non chantable related organIzatIon? ll "Yes," complete Schedule R, Pan V, lrne 2 36 the organIzatIon conduct more than 5% ol IIS actIvItIes through an entIty that IS not a related OFQBDIZBIIOD and that IS treated as a lor federal Income tax purposes? lf 'Yes, complete Schedule Fl, Part VI the organIzatIon complete Schedule and provIde explanatIons In Schedule for Part VI, IInes I 1 and 192 Note. All Form 990 lnlers are re uIred to com lete Schedule Form 990 (2009) 02-04. 1D 4 A THE 60 PLUS ASSOCIATION, IN Form 990 2609 THE 60 PLUS ASSOCIATION INC. 54-1564919 F'a e5 Statements Regarding Other IRS Filings and Tax Compliance 123 932005 Enter the number reported rn Box 3 of Form 1096, Annual Summary and Transmittal of Information Returns Enter 0 rf not applicable ta Enter the number of Forms 2G included in line 1a Enter 0 rf not applicable Ord the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to pnze winners? Enter the number of employees reported on Form 3, Transmittal of Wage and Tax Statements, ftled for the calendar year ending with or within the year covered by this return 2a lf at least one is reported on line 2a. did the organization tile all required federal employment tax returns? Note ll the sum of lines 1a and 2a rs greater than 250, you may be required to e-fr/e this return (see Did the organization have unrelated bustness gross income of $1,000 or more during the year covered by this return? lf "Yes," has at tiled a Form 990-T for this year? ll 'No, provide an explanation in Schedule At any time during the calendar year, did the organization have an tnterest rn, or a signature or other authority over, a financial account rn a foreign country (such as a bank account, securities account or other financial account)? If "Yes," enter the name ol the foreign country See the instructions for exceptions and requirements for Form T0 90 22 1, Report of Foreign Bank and Financial Accounts Was the organization a party to a prohibited lax shelter transaction at any time during the tax year? Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? If "Yes," to line Sa or 5b, dad the organization file Form 8886 T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction? Does the organization have annual gross receipts that are normally greater than $100,000. and did the organization solrcut any contributions that were not tax deductible? lf "Yes," did the organization include with every solicitation an express statement that such contributions or grits were not tax deductible? Organizations that may receive deductible contributions under section 170(c). the organization receive a payment tn excess of $75 made partly as a contribution and partly for goods and servtces provided to the payor? lf "Yes." the organization notify the donor of the value ol the goods or services provided? Dad the organization sell, exchange, or otherwise dispose of tangible personal property for which tt was required to file Form 8282? lf "Yes." indicate the number of Forms 8282 filed during the year 7d Ord the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Ord the organization. during the year, pay premiums, directly or indirectly, on a personal benefit contract? For all contributions of qualified intellectual property, did the organization file Form 8899 as required? For contributions of cars, boats, airplanes. and other vehicles, did the organrzatron file a Form 1098 as requrred Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organtzattons. Did the supporting organization, or a donor advised lund maintained by a sponsoring organization. have excess business holdings 7 at any time during the year? Sponsoring organizations donor advised funds. Did the organization make any taxable dastnbuttons under section 4966? Did the organization make a distribution to a donor, donor advisor, or related person? Section 501(c)(7) organizations Enter lmttatton fees and capital contnbutrons included on Part Vtll, line 12 10a Gross receipts, included on Form 990, Part Vtll, line 12, for public use ol club facilities Section 501(c)(12) orgamzatlons. Enter Gross income from members or shareholders 11a Gross income from other sources (Oo not net amounts due or paid to other sources against - amounts due or received from them 11b Section non-exempt charitable trusts. ls the organization filing Form 990 rn lieu of Form 1041? ll "Yes enter the amount ol 13X exem interest received or accrued durtn the ear 12b D2-D4-990 (2009) onn/t'J't 300068 2009.04000 THE 60 PLUS ASSOCIATION, IN 300068__1 F0rm990 2009) THE 60 PLUS ASSOCIATION INC. 54-1564919 Pa e5 Part VI Governance, Management, and Disclosure Fereaen "Yes' response re lines 2 rnreugn rn nerew, and fore we- response to lrne 8a 8b or l0b below, descnbe the crrcumstances, processes, or changes rn Schedule See Section A. Governin Bod and Mana ement Enter the number ol votrng members ol the governing body 1a Enter the number ol voting members that are independent Ord any ot1rcer_ director, trustee, or key employee have a lamrly relationship or a business relationship any other ottrcer, director, trustee, or key employee? the organization delegate control over management duties customarily performed by or under the direct supervision of ollrcers, directors or trustees, or key employees to a management company or other person? Did the organrzatron make any changes to its organizational documents since the prior Form 990 was tiled? Did the organization become aware during the year of a maternal diversion ol the organizations assets? Does the organization have members or stockholders? Does the organization have members, stockholders, or other persons who may elect one or more members ol the governing body? Are any decisions ol the body subject to approval by members, stockholders, or other persons? Did the organrzatron contemporaneously document the meetings held or written actions undertaken during the year by the followrng The governing body? Each Committee with authority to act on behalf ol the governing body? ls there any ottrcer, director, trustee, or key employee listed rn Part Vll, Section A, who cannot be reached at the or an|zat|on's martin address? ll' "Yes rovrde the names and addresses rn Schedule Section B. Policies Seclron re uests rnlormatron about olrcres not re ulred the Internal Revenue Code 10a 163 Does the organization have local chapters, branches, or It "Yes," does the organrzatron have polrcres and procedures governing the activities ol such chapters. and branches to ensure their operations are Consistent with those ol the organization? Has the organization provided a copy ol this Form 990 to all members of its governing body belore the form rn Schedule the process, rt any, used by the organization to review this Form 990 Does the organization have a written of interest policy? lf go to 13 Are ollrcers, directors or trustees. and key employees required to disclose annually rntrests that could give rise 7 to Conflicts? Does the organization regularly and consistently monitor and enforce compliance with the policy? ll "Yes," descnbe rn Schedule how this rs done Does the organrzatron have a written whistleblower policy? Does the organrzatron have a written document relentron and destruction policy? the process for determining compensation ol the persons include a review and approval by independent persons, comparability data, and contemporaneous substantratron ol the deliberation and decrsron? The organizations CEO, Executive Director, or top management Other ottrcers or key employees of the organization ll "Yes" to line 15a or 15b. descnbe the process rn Schedule (See Instructions) Ord the organization invest rn, assets to, or participate rn a rornt venture or arrangement with a taxable entity during the year? ll "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its rn |ornt venture arrangements under applicable federal tax law, and taken steps to safeguard the organizations exem status with res ect to such arran ements? YesNo 3 El Section C. Disclosure List the states with which a copy of Form 990 rs required to be frled PAL Section B104 requires an organization to make Forms 1023 (or 1024 rl applicable), 990, and 990-T (501 only) available lor public inspection how you make these available Check all that apply Cl Own website 1:1 Another's website Upon request 19 Describe in Schedule whether (and rf so, how), the organrzarron makes its governing documents, ol interest policy. and lrnancral statements available to the public 20 Stale the name, physical address. and telephone number ol the person who possesses the books and records ot the organization THE ORGANIZATION - 703-807- 2070 51 5 KING STREET, SUITE 315, ALEXANDRIA, VA 22 3 14 Form 990 (2009) SEE SCHEDULE Fort FULL LIST or STATES 6 anno 'nt-IF' PLUS ASSOCIATION, IN 300068*1 Form seo 2009) THE 60 PLUS ASSOCIATION INC. 54-1564919 Pa 7 Part Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Section A. Officers, Directors, Trustees, Key Employees, and Hrghest Comgensated Employees 1a Complete this table lor all persons required to be trsted Report Compensation tor the calendar year ending or within the organrzatron's tax year Use Schedule 2 rt addutronal space rs needed List all ol the organizations current ottrcers, directors, trustees (whether or organizations), regardless ol amount of compensation Enter -0- in columns (D), (E), and (F) rl no compensation was pard List allot the organizations current key employees See instructions for of "key employee List the organizations lrve current highest compensated employees (other than an oltrcer, director, trustee, or key employee) who received reportable compensation (Box 5 ol Form W-2 and/or Box 7 ol Form 1099-MISC) ol more than $100,000 lrom the organization and any related organizations 0 List all ol the organizations former ottrcers, key employees, and highest compensated employees who received more than $100,000 ol reportable compensation lrom the organization and any related organizations List allot the organizations former directors or trustees that recerved, in the capacity as a former director or trustee ot the organization, more than $10,000 ot reportable compensation lrom the organization and any related organizations List persons rn the following order individual trustees or directors, trustees, oltrcers, key employees, highest compensated employees, and former such persons it Check this box rl the or anrzatron did not com ensate an current ottrcer, director, or trustee Name and Title Average Positron Reportable hours (check all that apply) compensation per _.Ez trom week the 5 FE organization 3' iz MISC) 1? EE DIRECTOR 40.00 120 938. 1| Ill 1 L. PRATHER MCKINNON DIRECTOR ROBERT MARTIN DIRECTOR AMY NOONE-FREDERICK PRESIDENT 40.00 47 308. 932007 O2-O4-10 (E) Fteportabt compensation from related organizations (W 2/1099 12 -1 at'til'-Estimated amount of Other Compensation lrom the organization and related organizations 0. O. 0. O. Form 990 (2009) Form 990 2009 THE 60 PLUS ASSOCIATION INC. 54-1564919 Pa e8 Sectron A. Offlcers Dlrectors Trustees Ke Em lo ees and Hr hest Com ensated Em lo ees contrnued lA) (B) lC) (D) (E) (F) Name and tltle Average Fleportable Fteportable Estlmated hours (check all that apply) compensatron compensalton amount ol per 5 from from related other orgamzatton (W 2/1099 MISC) from the (W 2/1099 MISC) Orgamzatlon 3 3 and related E5 organlzattons EE Compensauon 1b Total 0 2 Total number of tnduvlduals (IDCIUGINQ but not to those ltsted above) who recelved more than $100,000 rn reportable com ensatlon from the or amzatnon 3 the organlzatron last any former ottlcer, dlrector or trustee, key employee, or hrghest compensated employee on - lane la' lf "Yes, complete Schedule for such 3 4 For any ltsted on llne ta, IS the sum ol reportable compensatton and other compensatlon from the organtzatton and related organrzattons greater than lf 'Yes, complete Schedule for such 5 any person llsted on Ilne la recelve or accrue compensattoh from any unrelated organtzatton for servtces rendered to the or an|zatton'7 If "Yes com lete Schedule for such erson Sectton Independent Contractors 1 Complete table lor your llve hlghest compensated rndependent the Or anlzatlort NONE (Al Name and busrness address 2 Total number of lndependenl contractors (lncludtng but not to ontractors that recelved more than $100,000 ol compensatuon from ol servrces Compensallon those llsted above) who recetved more than $100 000 ln com ensatlon lrom the or antzatlon Form 990 (2009) 932005 02 04 10 14200421 781948 300068 2009.0 8 4000 THE 60 PLUS ASSOCIATION, IN 300068_l - rofmeeozo?e THE 60 PLUS ASSOCIATION mc. 64-1564919 P6 69 (Al (Bl (Cl (D) Total revenue Flelated or Unrelated exempt lunctton bustness tax under revenue revenue 3113- gg 1 a Federated campatgns 'gag dues vig events Related orgamzattons QE Government grants E: All other grants, and .tg ?6 amounts not tncluoeo above 16 006 3 78 EE Noncash contnbutaons tncludea tn Innes 1a 1l Total 16 006 378 3 LIST RENTAL 629. 629. 1 1 3 cn 6 All other program servtce revenue Total. Add ltnes 2a-2l 3 Investment tncome d|vtdends_ tnterest, and other amountsIncome trom tnvestrnent ol tax exempt bond proceeds 5 Ftoyalltes 6 a Gross Flents Less rental expenses Rental tncome or (loss) cl Net rental lncome or (loss) 7 a Gross amount trom sales ol assets other than tnventory Less cost or other basts and sales expenses Gatn or (loss) Net gatn or (loss) q, 8 a Gross tncome trom events (not rncludtng ol ES reported on Itne lc) See Part lV_ ltne 18 a Less dtrect expenses Net tncome or (loss) from events 9 a Gross tncome trom gamtng See Part IV, ltrte 19 3 Less dtrect expenses Net tncome or (loss) trom gamtng 10 a Gross sales ol tnventory, less returns and allowances a Less cost ot goods sold Net tncome or loss trom sales ot tnventor 11 a All other revenue Total. Add tunes lla 12 Total revenue See mstructtons 629 . 2 92 6 . Form 990 (2009) 9 14200421 781948 300068 2009 . 04000 THE 60 PLUS ASSOCIATION, IN 300068__1 - )i 1 Form 990 2009 THE 60 PLUS ASSOCIATION INC. 54-1564919 Pe 10 Part IX Statement of Functional Expenses Sectton and 501(c)(4) organizatrons must complete all columns Do not rnclude amounts reported on lrnes Part 1 2 3 Total expenses Program servtce Management and Fun All other organrzattons must complete column (A) but are not requtred to complete columns (B), (C), and (D). Grants and other to governments and organrzatrons rn the See Part IV, tune 21 Grants and other to rn the See Part IV, lrne 22 Grants and other to governments. organtzatrons, and outsrde the See Part IV, lrnes I5 and 16 ex enses eneral ex enses ex I BTISES 4 Beneltts patd to or lor members 5 Cornpensatron of current oltrcers, drrectors_ lrustees_andl-teyemployees 264 558. 105 465. 132 194. 26 899 6 Cornpensalron not Included above, to drsqualtlted persons (as delrned under sectron I and persons tn seclron 4958(c)(3)(B) 1 other satanes and wages 6 9 3 4 8 Penston plan (Include sectron 401(k) and sectron 403(b) employer 9 Other employee benelrts 10 Payroll 2 8 2 1 11 Fees for servrces (non employees) a Management Lew Prolesstonal servrces See Part IV, lrne 17 6 4 2 4 1 Investment management tees 9 other 2 8 6 2 7 12 and promotron 13 Oftrce expenses 14 lnlormatron technology Floyaltres 16 occupancy 11 Travel 2 2 9 3 18 Payments ol travel or entertarnment expenses lor any federal, state, or local publrc 19 Conferences, conventronsImam-Payments to 22 Deprecratron, deptet\on_ and amortrzatron 23 Insurance Other expenses ltemrze expenses not covered above (Expenses grouped together and labeled mrscertaneous may not exceed 5% ol total expenses shown on tme 25 below 2. PROGRAM EXPENSES 8 DIRECT MAIL PROGRAM EXP 1 942 312. 485 578 8 EDUCATION AND AWARENESS 344 251. 8 PRINTING 14 984. 14 984 DELIVERY 29 926. 3 741 Ar other erpenses 2 3 5 2 9 25 Total lunctronal ex enses Add lrnes 1 throu 241 Jomt costs Check here rt lollowrng SOP 98-2 Complete lme only tl the organrzatron reported rn column (B) |ornt costs Irom a combrned educatronal carn al and lundrarsrn eazoto 02-04-10 FOVFFI 990 (2009) 10 THE 60 PLUS ASSOCIATION. IN 300068_l F0fm`990 2009 THE 60 PLUS ASSOCIATION INC . Balance Sheet 7 54-1564919 Pa e11 ol year Cash non-unterest beanng 2 and temporary cash mvestments a 3 Pledges and grants recelvable, net 4 Accounts recewable, net 5 Recelvables lrom current and tormer ottncers, dtrectors, trustees, key employees, and hlghest compensated employees Complete Part Il ol Schedule 6 Receuvables from other dlsquallfled persons (as deltned under sectson 4958(l)(1)) and persons descnbed tn sectlon 495B(c)(3)(El) Complete Part ll ot Schedule gg 7 Notes and loans recewable, net GJ 3 8 lnventones tor sale or use 9 Prepard expenses and deterred charges 1 0 0 0 . 10a Land, and equtpment cost or other basus Complete Pan VI ol Schedule 10a 7 1 3 2 9 . Less accumulated deprectatton 0 . 10C 11 investments traded secuntles 12 Investments other See Part IV, lane 11 13 investments program related See Part IV, Ilne 11 14 assets 15 Other assets See Part IV, lane 11 16 Total assets. Add llnes 1 throu 15 must ual llne 34 17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 20 Tax exempt bond 3 21 Escrow or cuslodlal account llabtlaty Complete Part IV ol Schedule 22 Payables to current and former oftlcers, drrectors, trustees, key employees. hlghesl compensated employees, and dlsqualutted persons Complete Part ll 80 O00 . 22 23 Secured mortgages and notes payable to unrelated par1leS 24 Unsecured notes and loans payable to unrelated partles 25 Other Complete Part ot Schedule 26 Total Add ltnes 17 throu 25 6 Organtzattons that follow SFAS 117, check here lil and complete 53 Innes 27 through 29. and Innes 33 and 34. 27 net assets Temporanly net assets 29 Permanently net assets uff Organlzattons that do not lollow SFAS 117, check here lil and complete Innes 30 through 34 12 30 Capltal stock or trust or current lunds th 2 31 Pard IH or capltal surplus, or land, or equtprnent lund 5 32 Retamed endowment, accumulated ancome, or other lunds 33 Total net assets or fund balances 34 Total and net assets/fund balances eazou oz-on-to 11 (Bl Endolyear 650 740. 38 538. 49 421. 36 393. 0; 2,078. 777 170. 782 727. 69 600. 150 275. 10 582. 1 013 184. <236 014. <236 777 170. Forrn 990 (2009) fn TN 200068 1 7_7 7 7_ Form 990 2009 THE 60 PLUS ASSOCIATION INC. 54-1564919 P3 912 i Financial Statements and Reporting No 1 method used to prepare the Form 990 Cash El Accrual CI Other ll the organuzatlon changed method ot accountmg from a pnor year or checked "Other," explaln nn Schedule 2a Were the organ|zat|on's llnanclal statements computed or revlewed by an andependent accountant'7 2a Were the organ\zat\on's flnancnal statements audlted by an lndependent accountant? tl "Yes" to lme 2a or 2b. does the organtzatnon have a that assumes lor ol the audlt, rev1ew_ or compnlatuon ot llnanclal statements and selectnon of an undependent accountant? 2c ll the organrzatuon changed erther process or selectuon process dunng the tax year, explam tn Schedule lt "Yes" to lane 2a or 2lJ, check a box below to mdlcale whether the lfnancaal statements lor the year were lssued on a consoludated basls, separate basrs_ or both Separate basas [3 Consolrdated basrs lj Both consolrdated and separate basls 3a As a result ol a tederal award_ was the orgamzataon requered to undergo an audlt or audrts as set forth an the Audlt Act and OMB Clrcular A 133? 3a If "Yes," the orgamzatlon undergo the requlred audlt or aud1ts'7 ll the organnzatlon dad not undergo the requured audat . or audnts ex lann wh nn Schedule and an sle taken to under such audnts 3b Form 990 (2009) 932012 O2-O4 10 c_gg_ 12 TN 'l Schedule Supplemental Financial Statements (Form 990) Complete rf the organization answered "Yes," to Form 990, Part IV12. Open to pubhc Pep tm nt Attach to Form 990 See separate instructions. Inspection Employer identification number THE 60 PLUS ASSOCIATION INC. 54-1564919 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete rf the organization answered "Yes" to Form 990 Part IV lrne 6 Name of the organization la) Donor advised funds Funds and other accounts 1 Total number at end ol year 2 Aggregate Contributions to (during year) 3 Aggregate grants from (during year) 4 Aggregate value at end of year 5 Did the organization inform all donors and donor advisors rn writing that the assets held rn donor advised funds are the organizations property, subject to the organrzatron's exclusive legal control? E.) Yes lj No 6 the organrzatron rnform all grantees, donors, and donor advisors rn that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring rm rrvate benefit" Yes If No Conservation Easements. Complete rr the organrzatron answered "Yes" to Form 990, Parr tv, lrne 7 1 Purposels) of conservation easements held by the organization (check all that apply) lj Presen/atron of land for public use (e recreation or pleasure) Il Preservation of an historically important land area Protection of natural habitat II) Preservation of a certified hrstorrc structure Preservation of open space 2 Complete lines 2a through 2d rf the organization held a qualified conservation contribution rn the form of a conservation easement on the last day of the tax year Held atthe End of the Tax Year a Total number of conservation easements Total acreage restricted by conservation easements Number of conservation easements on a hrstorrc structure included rn Number of conservation easements rncluded rn acquired after 3 Number of conservation easements modified. transferred, released, extinguished, or terminated by the organization during the tax year i 4 Number of states where propeny subtect to conservation easement rs located 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements rt holds? lj Yes No 6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year 7 Amount of expenses incurred rn monitoring, inspecting, and enforcing conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section and section lj Yes [3 No 9 ln Part XIV, describe how the organization reports conservation easements rn IIS revenue and expense statement, and balance sheet, and include, rf applicable, the text of the footnote to the organrzatron's financial statements that describes the organrzatron's accounting for -art Ill Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete rf the organization answered "Yes" to Form 990, Part IV, lrne 8 ta ll the organrzatron elected, as permitted under SFAS 116, not to report rn revenue statement and balance sheet works of art, hrstorrcal treasures. or other assets held for public education, or research rn furtherance of public service, provide, rn Part XIV, the text of the footnote to its frnancrat statements that describes these items ll the organization elected, as permitted under SFAS 115, to report rn revenue statement and balance sheet works of al"l, historical treasures, or other assets held for public exhibition, education, or research rn furtherance of public service, provide the following amounts relating to these items Revenues rncluded rn Form 990. Part lrne 1 (rr) Assets included rn Form 990, Part 2 lf the organrzatron recerved or held works of art, hrstorrcal treasures, or other assets for frnancrat garn, provide the following amounts required to be reported under SFAS 116 relating to these items a Revenues included rn Form 990, Part lrne 1 Assets included rn Form 990. Part LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2009 1 7 fmratrr moose 2009114000 THE 60 PLUS ASSOCIATION, IN 300068_1 'mi--i1 THE 50 PLUS ASSOCIATION INC 54-1564919 P8 62 -aff Org anizations Maintaining - Collections ot Art, Historical Treasures, or Other Similar Assets 3 Using the organizations acquisition. BCCESSIOFI, and other records, check any of the lotlowlng that are a use of its collection items (check all that apply) a lil Public exhibition lj Loan or exchange programs Scholarly research lj Other Preservation lor future generations 4 Provide a description of the organlzatrons collections and explaln how they further the organlzatlon`s exempt purpose ln Part XIV 5 During the year, did the organization solicit or receive donations ol art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as art of the or anlzatlon's collection? li] Yes No Escrow and Custodial At'raI'lgel't'tEURt'ltS. Complete if organization answered "Yes" to Form 990, Pan IV, line 9, or reported an amount on Form 990, Part X, line 21 1a ls the organization an agent, trustee, custodian or other intermediary lor contributions or other assets not included on Form s9o_ear1 xv [il ver, lj No lt "Yes," explain the arrangement ln Pan XIV and complete the following table Amount Beginning balance Additions dunng the year Distributions during the year Ending balance 2a the organization include an amount on Form 990, Part X, line 217 Yes No ll "Yes ex laln the arran ement in Part XIV Et'ld0wmer'lt Ful1dS. Complete ll the organization answered "Yes" to Form 990, Part IV, line 10 row x@@fS Dart 1a Beginning ol year balance Contributions Net investment earnings, garns, and losses cl Grants or scholarships Other expenditures for f3Cl||flBS and programs expenses End ol year balance 2 Provide the estimated percentage ol the year end balance held as a Board designated or quasvendowment Permanent endowment Term endowment 3a Are there endowment funds not rn the possession ol the organization that are held and administered lor the organization by No unrelated organizations (ll) related organizations If 'Yes" to 3a(u), are the related organizations listed as required on Schedule 3b 4 Describe ln Part XIV the rntended uses ol the or anlzat|on's endowment funds Part Vl Investments - Land, Buildings, and Equipment. See Form 990, Pan x, line to Description ol investment Cost or other Cost or other lc) Accumulated td) Book value basis (investment) basis (other) depreciation 1a Land Buildings 71 329. 71 329. 0. Leasehold improvements Equipment Other Total Add lines la throu le Column must ual Form 990 Parr column /me JO . Schedule (Form 990) 2009 932052 D2-01- 1 8 100068 2009.04000 THE 60 PLUS ASSOCIATION. IN SchedI_IIeDForm99O 2009 THE 60 PLUS ASSOCIATION INC. 54-1564919 P3 93 Part VII Investments - Other Securities. See Form 990, Pan x, lrne I2 of secunty or category Book vawe Method of valuatton (Includmg name ot secunty) Cost or end ol-year market value FInancIal derIvaIIves Closely-held equtty Interests Other Total Col musIe ualF0Im99U Partx col Itne 12 Part Investments - Pro ram Related. See Form 990, Pan x, ltne 13 Method ol valuatton Ia) ol Investment type (D) Book value Cost or end_O1_year market Value Total Col IJ Inusle ual Form 990 ParlX col lIne13 Part IX Other Assets. see Form 990, Pan lane I5 Book value Total. Column muste ual Form 990 PartX col IIne15 other Liabilities. see Form 990, pan Irne 25 1 of Amount Federal Income taxes ACCRUED VACATION PAYROLL LIABILITIES ACCRUED RENT Total. Column must ual Form 990 Part Footnote In Part XIV, provIde the text ol the footnote to the organIzatIon's lInancIal stalemen ts that reports the organIzalIon's lor 2. uncertaln tax osttaons under FIN 48 2?5? Schedule (Form 990) 2009 93 02-O1-10 19 I MUD so Urns AQSOCIATION, IN 300068_1 9ched0Ie0r990 EZ 2009 THE 60 PLUS ASSOCIATION INC . Eeitw 13 the percentage oi gamrng operated tn a The organrzatrons 13a ts An oursm ra?.r.ry 14 Enter the name and address of the person who prepares the gamrng/spectal events books and records Name Address ecerves gamrng revenue? 150 15a Does the organrzatton have a contract a party from whom the organrza ton If "Yes," enter the amount of gamtng revenue recetved by the organtza ol gamrng revenue retarned by the party lf "Yes," enter name and address of the party Name Address 16 Gammg manager rntormatton Name Gamrng manager compensatron ot servrces provrded Dtrector/ofttcer Employee It Independent contractor 17 Mandatory a Is the organrzatton requtred under State law to ma chantable from the gamrng proceeds to the state amrng Incense-'P retarn or antzattons or spent tn the Enter the amount of requtred under state law to be to ot er exe tron and the amount or an|zat|on's own exem dunn the tax ear Schedule (Form 990 or 990-EZ) 2009 932083 O2-03- IO 2 3 300060 2009.04000 THE eo PLUS Assoc IATION, IN 300068__l - Compensation Information (F0fm 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete tt the organization answered "Yes" to Form 990, Department ol the Treasury part lv' 'me 23' Internal Revenue Serv-ce Attach to Form 990. See se arate Instructions Name ot the organization Employer ide THE 60 PLUS ASSOCIATION INC. 54-15 Part Questions Regarding Compensation Check the appropriate boxles) rl the organization provided any ol the tollowtng to or lor a person listed rn Form 990, Part Vll, Section A, line la Complete Part to provide any relevant information regarding these items 13 lj First class or charter travel Cl Housing allowance or residence lor personal use lil Travel lor companrons Payments lor business use ol personal residence Cl Tax and gross up payments lil Health or social club dues or tees spending account [3 Personal services (e maid, chaulteur, chel) It any ol the boxes on line la are checked, did the organization lollow a written pollcy regarding payment or reimbursement or provlsron ol all ol the expenses above? ll complete Part to explain OMB No Open to Public Inspection number 64919 No 2 Did the organization require substanttatton prlor to or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the :tems checked in line ta? 3 Indicate which, tl any, of the lollowtng the organtzatton uses to establish the compensation ol the organtzatton's CEO/Executive Director Check all that apply lj Compensation committee Written employment contract lj lndependent compensation consultant Compensation survey or study Form 990 of other organizations Approval by the board or compensation committee 4 During the year, did any person lasted rn Form 990, Part Section A, line ta, with respect to the filing organtzatton or a related organization a Receive a severance payment or change-ot control payment? Participate rn, or recerve payment lrom, a supplemental rettrement plan? Participate tn, or receive payment from, an equity-based compensation arrangement? 4c ll "Yes" to any ol lines 4a c, list the persons and provide the amounts for each item in Part Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9. 5 For persons listed in Form 990, Part Vll_ Section A, line la, did the organization pay or accrue any compensation contingent on the revenues ol a The organlzat|on'7 5a Arty related organization? It "Yes" to line 5a or 5b, describe tn Part 6 For persons listed in Form 990, Pan Vll, Section A, lane ta, did the organrzatton pay or accrue any compensation Contingent on the net earnings of a The organization' Any related organization? It "Yes" to line 6a or 6b, describe tn Pan Ill 7 For persons lasted in Form 990, Part Vll, Section A, line la, did the organization provide any non ltxed payments I not described in lines 5 and 67 ll "Yes," describe tn Pan 7 Were any amounts reported in Form 990, Part Vll, paid or accrued pursuant to a contract that was subtect to the contract exception tn Regs section 53 ll "Yes," describe in Part 9 It "Yes" to line 8, did the organization also lollow the rebuttable presumption procedure described tn Re ulatrons section 53 4958-6 '7 LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 Schedule (Form 990) 2009 93211-. oz-02-to A _gm EBU: m_J_?_om I I I Nm Omm _Umm 8 CO__mmCmaEou WCEEOU Em Em_Em__Em _w gg Um__2 mm? _mv QENZ AS AN ME: Ewa _Omm Co CEEOU AQ CEDBU mrmi _Omm EO: COQQ UMEOQQ N5 COSNWCUQEOO 3023 OH momam 1 m_JUm?Um_ $3 _"cm hm! _mEu_ 2m3mH|$ moi; Om mm; gow Og SCHEDULE Transactions W|th Interested Persons (Form 990 or 990 EZ) Complete the organIzatIon answered Yes on Form 990 Part IV line 25a 25b 26 27 28a 28b, or 28C Internal nevenrm Se urea Attach to Form 990 or Form 990-EZ See separate Instructions Inspechon Name of the organization Employer number THE 60 PLUS ASSOCIATION INC 54-1564919 Part I Excess Benefit Transactions (section 50I(c)(3) and sectron 501(c)(4) organrzatrons onry) Deparrmem or me treasury Or Form 990-EZ, Part V, Ilne 383 Or 40b. Open To Public Com lete Il the or amzatron answered "Yes" on Form 990, Pan IV, lrne 25a or 25b, or Form 990-EZ, Part V, Irne 40D '1 an Q. an o. 1 Name of drsqualrtred person Description of transactron rn in 2 2 Enter the amount of tax Imposed on the organrzatron managers or drsqualrlred persons dunng the year under section 4958 3 Enter the amount ol tax, II any, on Irne 2, above, reimbursed by the organrzatron -art II Loans to and/or From Interested Persons. Com lete If the or anrzatron answered "Yes" on Form 990, Pan IV, Irne 26, or Form 990 EZ. Part V, lane 38a person and purpose the organrzatron? amount default? agreement? ia; Name of Interested ig) warren ll JAMES MARTIN - - 1 1 li 11111 i= 11111 1111i 11 1111 il 11111 Total 5 6 9 6 0 Part Grants or Assistance Benefiting Interested Persons. Com lete It the or anrzatron answered "Yes" on Form 990, Pan IV, Irne 27 Ia) Name ot Interested person between Interested person and tc) Amount and type ot the organrzatron assistance Part IV Business Transactions Involving Interested Persons. Com lete II the or anrzatron answered "Yes" on Form 990. Part IV, Irne 28a, 28b, or 28C Name of Interested person Ib) Relationship between Interested Amount of Description ot person and the organization transaction transaction revenues-7 JAMES MARTIN ll IRECTOR I OAN FROM LHA For Prrvacy Act and Paperwork Reduction Act Notuce, see the Schedule (Form 990 or 990-EZ) 2009 Instructions lor Form 990 or 990-EZ. SEE SCHEDULE FOR SCHEDULE CONTINUATI ONS 932131 oz-or-Io 2 6 '1 SCHEDULE 0 Supplemental Information to Form 990 990' Complete to provrde mformatron lor responses to specmc questnons on Uepanmem D1 me Tleasmy Form 990 or to provnde any addutional nntormataon Open to Publrc mama, Revenue Attach to Form 990. lnspectron Name of the organrzatron Employer rdentahcatlon number THE 60 PLUS ASSOCIATION INC. 54-1564919 FORM 990 PART I LINE 1 DESCRIPTION OF ORGANIZATION MISSION: THEIR RIGHTS. FORM 990 PART VI SECTION LINE 11: A COPY OF THE TAX RETURN WAS ELECTRONICALLY AVAILABLE FOR BOARD MEMBERS TO REVIEW AND APPROVE PRIOR TO FILING. FORM 990 PART VI LINE 17 LIST OF STATES RECEIVING COPY OF FORM 990: VA WA FORM 990 PART VI SECTION LINE 19: ALL DOCUMENTS THAT GOVERN THE ORGANIZATION ARE AVAILABLE UPON REQUEST AND AT THE HEAD UARTERS IN ALEXANDRIA VA. SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: lA) NAME OF PERSON: JAMES MARTIN lA) PURPOSE OF LOAN: PROVIDE TEMPORARY CASH FLOW FOR OPERATING EXPENSES LOAN TO OR FROM TO ORIGINAL PRINCIPAL AMOUNT 15000. QD) BALANCE DUE 69600. LOAN IN NO QFQ APPROVED BY BOARD OR YES WRITTEN YES SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: A NAME OF PERSON: JAMES MARTIN LHA For Prwacy Act and Paperwork Fleductron Act Notrce, see the for Form 990. Schedule (Form 990) 2009 932211 O2-300068 1 SCHEDULE 0 Supplemental Information to Form 990 (Form 990) Complete to provide information for responses to specific questions on tm rm Form 990 or to prov|de any addltuonal information Open 10 Pubhg Attach to Form 990. Inspection Name ol the organization Employer identllacatuon number THE 60 PLUS ASSOCIATION INC. 54-1564919 DESCRIPTION OF TRANSACTION: LOAN FROM THE DIRECTOR TO THE ORGANIZATION PAID BACK IN THE SUBSEQUENT YEAR. for Form 990 Schedule (Form 990) 2009 LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instruction 932211 02-03-10 28 moan 2009134000 TH 60 PLUS ASSOCIATION, IN 300068_l THE 50 PLUS ASSOCIATION, INC. 54-1564919 FOOTNOTES STATEMENT 1 PART - STMT OF PROGRAM SERVICE ACCOMPLISHMENTS THE ASSOCIATION PROTECTS THE RIGHTS OF SENIOR CITIZENS THROUGH EDUCATING AND INFORMING THEM ON CONSUMER AFFAIRS AND AND FINANCIAL WELFARE. THE ASSOCIATION MONITORS FEDERAL LAWS AFFECTING SENIOR CITIZENS AND MAKES THEIR VIEWS KNOWN TO DECISION MAKERS WITHIN THE FEDERAL GOVERNMENT. ALSO, THE ASSOCIATION, THROUGH SEMINARS, MEETINGS, NEWSLETTERS, MAILGRAMS, PETITIONS AND LETTERS TO ITS SUPPORTERS, ENCOURAGES SENIOR CITIZENS TO BECOME INVOLVED IN TAKING LEGISLATIVE ACTION BY EXPRESSING THEIR VIEWS ON VARIOUS ISSUES TO MEMBERS OF CONGRESS. SUPPORTERS FURTHERMORE EXERCISE THEIR FIRST AMENDMENT RIGHTS IN VARIOUS MANNER BY PETITIONING THEIR GOVERNMENT ON ISSUES AFFECTING THEIR ECONOMIC AND SOCIAL WELL BEING. SPONSORS SEMINARS, MEETINGS, AND PRESS CONFERENCES WITH RADIO, NEWSPARER AND TELEVISION INTERVIEWERS BOTH IN WASHINGTON, DC AND OTHER LOCATIONS THROUGHOUT THE UNITED STATES TO PROMOTE ITS MESSAGE OF TAX FAIRNESS TO SENIORS Form 8868 Rev 4-2009 Pa 2 ll you are tiling Ior an Additional (Not Automatic) 3-Month Extension, complete only Part ll and check this box EU Note. Only complete Part ll rl you have already been granted an automatic 3 month extension on a previously filed Form 8868 If you are filing for an Automatic 3-Month Extension, com lete onl Part I (on page 1) Additional (Not Automatic) 3-Month Extension of Time. Only lrle the Original (no copies needed) Type or Wm' HE 60 PLUS ASSOCIATION INC. 54-1564919 515 KING STREET NO 3 1 5 filing the See City, town or post oltrce, state, and ZIP code For a foreign address, SEE instructions LEXANDRIA va 22314 Check type ol return to be filed (File a separate application for each return) Form 990 Form 990 ez lj Form 990-T (sec aorta) or mera; trust) Form 1041-A II) Form 5227 li] Form aero I3 Form 990 BL Form 990-PF Form 990-T (trust other than above) C3 Form 4720 Form 6069 Do not complete Part Il if you were not already granted an automatic 3-month extension on a previously tiled Form 8868. THE ORGANIZATION 0 ThebooksarernthecareoIP 515 KING STREET SUITE 315 ALEXANDRIA VA 22314 Terepnonenob 703-807-2070 Fr\xNo> 0 ll the organization does not have an ottice or place of business in the United States, check this box lj 0 Il this rs for a Group Return, enter the organizations four digit Group Exemptron Number (GEN) If this is tor the whole group, check this box It it is for art ol the rou check this box and attach a list with the names and ElNs ol all members the extension is lor 4 I request an additional 3 month extension ol time until MAY 5 2 1 1 5 For calendar year or other tax year beginning JUL 1 2 0 0 9 and ending JUN this tax year is for less than 12 months, check reason Initial return lj Final return I3 Change in accounting period 7 State in detail why you need the extension BECAUSE OF THE HEAVY TRAVEL SCHEDULE OF THE EXECUTIVE MORE TIME IS NECESSARY TO COMPLETE AN ACCURATE RETURN . Ba If this application rs lor Form 990 BL, 990 PF, 990 T, 4720, or 6069, enter the tentative tax, less any nonrelundable credits See instructions It this application is tor Form 990 PF, 990 T, 4720, or 6069, enter any relundable credits and estimated tax payments made lnclude any prior year overpayment allowed as a credit and any amount paid reviousl with Form 8858 Balance Due Subtract line 8b from line 8a lnclude your payment with this torrn, or, rl required, deposit with FTD cou on or, it re urred, usrn EFTPS Electronic Federal Tax Pa ment stem See A Signature and Verification Under penalties ol per|irry_ I declare that I have examined this Iorm, including accompanying schedules and SIBIBITTEDIS, and lo the best ol my knowledge and belrel, il IS lrue, Correct, and complete, and that I am authorized I0 prepare this Iorm Signature Title TAXPAYERS REQUEST Date Form 8868 (Rev 4-2009) ezaeaz O5-26-O9 30 14200421 781948 300068 2009.04000 THE 60 PLUS ASSOCIATION, IN 300068_1