Nonprofit · EIN 54-2026707
UNITED WAY RETIREES ASSOCIATION
Tax-exempt · ALEXANDRIA, VA 22314
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $269,979 | $272,741 | -$2,762 | $448,622 | $16,562 | $432,060 |
| December 31, 2024 | 990 | $226,308 | $205,508 | $20,800 | $397,156 | $9,756 | $387,400 |
| December 31, 2023 | 990 | $185,689 | $177,701 | $7,988 | $357,049 | $8,833 | $348,216 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $235,427
- Membership dues
- $14,555
- Program service revenue
- $10,800
- Investment income
- $4,798
- Other revenue
- $18,954
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $175,192
- Salaries, compensation and benefits (total)
- $219,314
- Professional fundraising fees
- $0
- Travel
- $13,830
- Program services (functional)
- $189,724
- Management and general (functional)
- $35,487
- Fundraising (functional)
- $47,530
Balance sheet and other
- Total assets, start of year
- $397,156
- Total assets, end of year
- $448,622
- Total liabilities, end of year
- $16,562
- Net assets, end of year
- $432,060
- Net assets without donor restrictions
- $107,688
- Net assets with donor restrictions
- $324,372
- Gross receipts
- $269,979
- Employees
- 4
- Volunteers
- 117
- Year formed
- 1990
- State of legal domicile
- VA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROLE PETERS | PRESIDENT AND CEO Key employee | 30 | $105,000 | $22,680 |
| PAUL DEBASSIO | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ED RIVERA | PAST BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANN FOX | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| DJ HAMPTON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KERRI STRAUSS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KEITH BARSHUN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROB REIFSNYDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAULA GILBERTO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KIRAN HANDA GAUDIOSO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEBORAH BAYLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NEIL PAREKH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DONA PONEPINTO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID NICOLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RODNEY PRUNTY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DICK AFT | EMERITUS BOARD MEMBER Trustee or director | 1 | $0 |
| JIM YU | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFFREY WILCOX | BOARD MEMBER Trustee or director | 1 | $0 |
| DARLENE SLAUGHTER | BOARD MEMBER Trustee or director | 1 | $0 |
| TERRY TOLAN | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROLE PETERS | PRESIDENT AND CEO Key employee | 30 | $107,397 | $11,873 |
| ED RIVERA | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BARBARA EDMOND | PAST BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PAUL DEBASSIO | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| DJ HAMPTON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DIANE LEBSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KEITH BARSHUN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROB REIFSNYDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN DUNN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAROL BURGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANN FOX | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY E TYLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PETE MANZO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID NICOLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RODNEY PRUNTY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DICK AFT | EMERITUS BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM YU | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFFREY WILCOX | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KERRI STRAUSS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TERRY NOLAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROLE PETERS | PRESIDENT AND CEO Key employee | 30 | $104,918 | $14,785 |
| BARBARA EDMOND | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DEBORAH BAYLE | PAST BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ED RIVERA | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT FERRIDAY III | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JOE TOLAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KEITH BARSHUN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROB REIFSNYDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN DUNN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAROL BURGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANN FOX | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY E TYLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PETE MANZO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAUL DEBASSIO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT HINES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DICK AFT | EMERITUS BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DJ HAMPTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM YU | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEBORAH ZULOAGA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DIANE LEBSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 107 S WEST ST PMB 761, ALEXANDRIA, VA 22314-2824
- In care of
- % AMBER KELLEHER
- Principal officer (990 for 2025)
- DJ HAMPTON TREASURER, 107 SOUTH WEST STREET 761, ALEXANDRIA, VA 22314
- Signed the 990
- DJ HAMPTON, TREASURER
- Phone
- (571) 360-6271
- Website
- www.unitedwaynext.org
- Return prepared by
- NANETTE K MILLER CPA PC
Mission
TO HARNESS THE PASSION AND EXPERIENCE OF FORMER AND CURRENT UNITED WAY LEADERS BY HELPING THEM STAY CONNECTED AND BY USING THEIR SKILLS AND TALENTS TO ASSIST UNITED WAYS IN SERVING THEIR COMMUNITIES.
Program accomplishments
- SEE SCHEDULE O.Expenses $189,724 · revenue $238,234
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 54-2026707
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $448,622
- Income (IRS master file)
- $269,979
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $269,979 | $272,741 | $448,622 | IRS |
| 990 | December 2024 | $226,308 | $205,508 | $397,156 | IRS |
| 990 | December 2023 | $185,689 | $177,701 | $357,049 | XML |
| 990 | December 2022 | $175,049 | $214,352 | $333,699 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
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 54-2026707).
Questions about UNITED WAY RETIREES ASSOCIATION
- What is the EIN of UNITED WAY RETIREES ASSOCIATION?
- The employer identification number (EIN) of UNITED WAY RETIREES ASSOCIATION is 54-2026707.
- Is UNITED WAY RETIREES ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to UNITED WAY RETIREES ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY 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 UNITED WAY RETIREES ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY RETIREES ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UNITED WAY RETIREES ASSOCIATION?
- The 990 for the year ended December 31, 2025 names DJ HAMPTON TREASURER.
- Who are the officers and directors of UNITED WAY RETIREES ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 20 people; 1 received compensation from the organization, the highest $105,000 (CAROLE PETERS, PRESIDENT AND CEO).
- How much revenue does UNITED WAY RETIREES ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $269,979, expenses of $272,741 and total assets of $448,622 at year end.
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