Nonprofit · EIN 41-1315027
UNIVERSITY OF MINNESOTA RETIREES ASSOCIATION
Tax-exempt · MINNEAPOLIS, MN 55455
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $91,704 | $74,338 | $17,366 | $69,811 | $0 | $69,811 |
| June 30, 2025 | 990-EZ | $68,727 | $62,672 | $6,055 | $52,445 | $0 | $52,445 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $17,405
- Membership dues
- $23,915
- Program service revenue
- $49,265
- Investment income
- $1,119
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $10,846
- Printing, publications and postage
- $6,990
- Other expenses
- $56,502
- Program services (functional)
- $74,338
Balance sheet and other
- Total assets, start of year
- $52,445
- Total assets, end of year
- $69,811
- Total liabilities, end of year
- $0
- Net assets, end of year
- $69,811
- Cash, savings and investments
- $69,811
- Gross receipts
- $91,704
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie Sweltzer | Past President | 4 | $0 |
| Diane Young | President | 12 | $0 |
| Eric Hockert | Board member | 1 | $0 |
| Laurie Coffin Koch | Secretary | 1 | $0 |
| Kristy Frost-Griep | Treasurer | 15 | $0 |
| Jerry Rinehart | URVC Council Chair | 3 | $0 |
| John Bantle | Board Member | 1 | $0 |
| Bradley Clary | Board Member | 1 | $0 |
| Sally Gregory Kohlstadt | President Elect | 18 | $0 |
| Diane Gihl | Board member | 1 | $0 |
| Michael Hancher | Board Member | 1 | $0 |
| Wendy Pradt Lougee | Board Member | 1 | $0 |
| Russell Luepker | Board Member | 1 | $0 |
| Kate Maple | Board Member | 1 | $0 |
| Ron Matross | Board Member | 1 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| B Jan McCulloch | Board Member | 1 | $0 |
| Jan Morloch | Board Member | 1 | $0 |
| Peggy Mann Rinehart | Board Member | 1 | $0 |
| Barbara Shiels | Board Member | 1 | $0 |
| Gary Engstrand | Board Member | 1 | $0 |
| John Finnegan | Board Member | 1 | $0 |
990-EZ for the year ended June 30, 2025: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie Sweltzer | President | 7 | $0 |
| Diane Young | President Elect | 7 | $0 |
| Eric Hockert | Past President | 4 | $0 |
| Laurie Coffin Koch | Secretary | 1 | $0 |
| Kristy Frost-Griep | Treasurer | 10 | $0 |
| Jerry Rinehart | URVC Council Chair | 3 | $0 |
| John Bantle | Director | 1 | $0 |
| Bradley Clary | Director | 1 | $0 |
| Will Craig | Director | 1 | $0 |
| Diane Gihl | Director | 1 | $0 |
| Michael Hancher | Director | 1 | $0 |
| Wendy Pradt Lougee | Director | 1 | $0 |
| Russell Luepker | Director | 1 | $0 |
| Kate Maple | Director | 1 | $0 |
| Ron Matross | Director | 1 | $0 |
| B Jan McCulloch | Director | 1 | $0 |
| Jan Morloch | Director | 1 | $0 |
| Peggy Mann Rinehart | Director | 1 | $0 |
| Barbara Shiels | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 200 OAK ST SE MCNAMARA ALUMNI CENTE, MINNEAPOLIS, MN 55455-0000
- In care of
- % KRISTY FROST-GRIEP
- Mailing address (990-N for 2023)
- 200 Oak Street SE Suite 250, Minneapolis MN 55455
- Principal officer (990-N for 2023)
- Julie Sweitzer, 200 Oak Street SE Suite 250, Minneapolis MN 55455
- Signed the 990-EZ
- Kristy Frost-Griep, Treasurer
- Phone
- (651) 262-8670
- Website
- www.umra.umn.edu
- Return prepared by
- Block Advisors
Mission
SUPPORT UNIVERSITY OF MN RETIREES
Program accomplishments
- Information shared through regular newsletter communications to all members (printing & professional fees) - 737 membersExpenses $13,790
- Luncheon Forums with speakers discussing topics relevant to membership, and to create community.Expenses $21,978
- Social events to gather members for community building and fellowshipExpenses $13,383
- Other programs servicesExpenses $6,240
- Big 10 Retirees Association Conference expensesExpenses $18,947
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-N on file |
IRS record
- EIN
- 41-1315027
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $69,811
- Income (IRS master file)
- $91,704
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $91,704 | $74,338 | $69,811 | XML |
| 990-EZ | June 2025 | $68,727 | $62,672 | $52,445 | XML |
| 990-N for 2023 Officer: Julie Sweitzer | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Ron Matross | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2021 Officer: Jan Morlock | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Frank Cerra | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Gerald Rinehart | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1315027).
Questions about UNIVERSITY OF MINNESOTA RETIREES ASSOCIATION
- What is the EIN of UNIVERSITY OF MINNESOTA RETIREES ASSOCIATION?
- The employer identification number (EIN) of UNIVERSITY OF MINNESOTA RETIREES ASSOCIATION is 41-1315027.
- Is UNIVERSITY OF MINNESOTA RETIREES ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1979.
- Are donations to UNIVERSITY OF MINNESOTA RETIREES ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNIVERSITY OF MINNESOTA RETIREES ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF MINNESOTA RETIREES ASSOCIATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF MINNESOTA RETIREES ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of UNIVERSITY OF MINNESOTA RETIREES ASSOCIATION?
- The 990-N for 2023 names Julie Sweitzer.
- Who are the officers and directors of UNIVERSITY OF MINNESOTA RETIREES ASSOCIATION?
- The 990-EZ for the year ended June 30, 2026 lists 21 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF MINNESOTA RETIREES ASSOCIATION have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $91,704, expenses of $74,338 and total assets of $69,811 at year end.
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