2024-10-21T16:14:47-05:00 2024-06-30 911123435 THE MYERS ASSOCIATES PC 520 PIKE ST STE 1040 SEATTLE WA 981012397 990EZ 2023-07-01 911021870 UNIVERSITY OF WASHINGTON RETIREMENT ASSOCIATION UNIV 2065438600 B80 GERBERDING HALL BOX 351277 SEATTLE WA 981951277 WILLIAM FERRIS TREASURER 2065438600 2024-10-21 1 0 MARK T LONG CPA P00047630 2066236116 2024-10-18 2023 2024-10-15 13:58:12Z X HTTP://WWW.WASHINGTON.EDU/UWRA/ X X 176714 X 160409 4238 12067 176714 50755 850 5789 82867 140261 36453 304606 0 341059 304606 341059 304606 341059 0 0 304606 341059 X THROUGH A MEMORANDUM OF UNDERSTANDING WITH THE UNIVERSITY OF WASHINGTON AND UNIVERSITY ADVANCEMENT, SIGNED JUNE 21, 2010, AND IN LIAISON WITH THE UW RETIREE RELATIONS OFFICE, THE UNIVERSITY OF WASHINGTON RETIREMENT ASSOCIATION SERVES THE DIVERSE COMMUNITY OF UW RETIREES AND PRE-RETIREES. WE ENCOURAGE CONTINUED ENGAGEMENT WITH THE UW, FOSTER A PURPOSEFUL RETIREMENT THROUGH EDUCATIONAL AND SOCIAL PROGRAMS, AND ADVOCATE FOR THE INTERESTS OF OUR MEMBERS AND CONSTITUENTS. WE ARE COMMITTED TO PROMOTING THE MULTI-FACETED ASPECTS OF RACIAL, GENDER, AND SOCIAL JUSTICE, A COMMITMENT WE SEEK TO EXPRESS IN ALL ARENAS OF THE UWRA'S OPERATIONS, ACTIVITIES, AND COLLABORATIONS. WE SEEK TO CREATE AN ENVIRONMENT IN WHICH ALL MEMBERS FEEL VALUED AND RESPECTED, AN ENVIRONMENT IN WHICH MEMBERS ARE DRAWN TO PARTICIPATE FULLY. (RESTATED MISSION STATEMENT ADOPTED BY THE UWRA BOARD OF DIRECTORS APRIL 14, 2021.) LECTURES, WORKSHOPS, NO-HOST LUNCHEONS ON CURRENT ACADEMIC, CIVIC AND CULTURAL TOPICS AND RETIREMENT TRANSITIONS AND OPPORTUNITIES. 0 98952 EDUCATIONAL PUBLICATIONS INCLUDING REGULAR NEWSLETTERS (CIRCULATION IS APPROXIMATELY 2000). 0 5499 104451 X NANCY WOODS PRESIDENT (FROM JUN 8/2024) 5.00 0 0 0 DIANE GILLESPIE VICE PRESIDENT 2.00 0 0 0 JUAN GUERRA VICE PRESIDENT 1.00 0 0 0 WILLIAM FERRIS TREASURER 2.00 0 0 0 CONNIE BOURASSA-SHAW BOARD MEMBER 2.00 0 0 0 IA DUBOIS BOARD MEMBER 2.00 0 0 0 RANDY EVERETT BOARD MEMBER 1.00 0 0 0 KATHLEEN FEARN-BANKS BOARD MEMBER 1.00 0 0 0 SHARON FRUCCI BOARD MEMBER 1.00 0 0 0 SUMI HAYASHI BOARD MEMBER 1.00 0 0 0 EMILE PITRE BOARD MEMBER 1.00 0 0 0 HAIDEH SALEHI-ESFAHANI BOARD MEMBER 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WA UWRA B80 GERBERDING HALL BOX 351277 SEATTLE WA 981951277 2065438600 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 117584 133770 139688 146399 160409 697850 10547 895 365 4238 16045 128131 133770 140583 146764 164647 713895 0 41298 41761 44713 49438 51888 229098 41298 41761 44713 49438 51888 229098 484797 6560 5691 5824 8440 12067 38582 6560 5691 5824 8440 12067 38582 134691 139461 146407 155204 176714 752477 0.64430 0.64710 0.05130 0.04620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 12,067. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ADVOCACY. AMOUNT: 372. DESCRIPTION: INSURANCE. AMOUNT: 2,688. DESCRIPTION: CONTINGENCY. AMOUNT: 1,526. DESCRIPTION: SPONSORSHIPS. AMOUNT: 4,500. DESCRIPTION: RETIREMENT WORKSHOP EXPENSES. AMOUNT: 780. DESCRIPTION: PPC PROGRAMS. AMOUNT: 5,523. DESCRIPTION: SUPPLIES. AMOUNT: 674. DESCRIPTION: SUBSCRIPTIONS/MEMBERSHIPS. AMOUNT: 1,062. DESCRIPTION: INTEREST GROUP EXPENSES. AMOUNT: 78. DESCRIPTION: MEMBER MEETING EXPENSES. AMOUNT: 1,176. DESCRIPTION: OUTREACH & ACQUISITION. AMOUNT: 11,618. DESCRIPTION: MEMBER SWAG. AMOUNT: 4,184. DESCRIPTION: SOFTWARE & WEBSITE. AMOUNT: 7,434. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 2,469. DESCRIPTION: GENERAL EXPENSES. AMOUNT: 60. DESCRIPTION: OTHER EVENTS. AMOUNT: 22,649. DESCRIPTION: OTHER EXPENSES. AMOUNT: 24. DESCRIPTION: RECOGNITION & AWARDS. AMOUNT: 8,027. DESCRIPTION: POSTCARD EXPENSES. AMOUNT: 5,499. DESCRIPTION: MEMBER ADMIN: OTHER. AMOUNT: 2,524. TOTAL TO FORM 990-EZ, LINE 16: 82,867. FORM 990-EZ, PART IV THE EXECUTIVE DIRECTOR & ASSOCIATE DIRECTOR ARE COMPENSATED DIRECTLY BY THE UNIVERSITY OF WASHINGTON RATHER THAN BY UWRA. THE BOARD SECRETARY IS AN EMPLOYEE OF THE UNIVERSITY OF WASHINGTON AND HER WAGES ARE REIMBURSED BY UWRA TO UW. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.