Nonprofit · EIN 74-3009629
UNITARIAN UNIVERSALIST FRIENDS RETREAT FOUNDATION
Tax-exempt (reinstated) · DALLAS, TX 75218
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $193,745 | $137,662 | $56,083 | $2,015,129 | $100,604 | $1,914,525 |
| December 31, 2024 | 990 | $452,020 | $194,601 | $257,419 | $1,979,724 | $61,727 | $1,917,997 |
| December 31, 2023 | 990 | $267,927 | $140,446 | $127,481 | $1,977,738 | $338,499 | $1,639,239 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $43,352
- Membership dues
- $7,730
- Program service revenue
- $147,086
- Investment income
- $2,042
- Other revenue
- $1,265
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $57,710
- Salaries, compensation and benefits (total)
- $63,142
- Professional fundraising fees
- $0
- Program services (functional)
- $55,291
- Management and general (functional)
- $82,371
Balance sheet and other
- Total assets, start of year
- $1,979,724
- Total assets, end of year
- $2,015,129
- Total liabilities, end of year
- $100,604
- Net assets, end of year
- $1,914,525
- Land, buildings and equipment
- $1,934,541
- Gross receipts
- $193,745
- Employees
- 9
- Volunteers
- 30
- Year formed
- 2001
- State of legal domicile
- TX
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 |
|---|---|---|---|
| Michael West | President Trustee or director, Officer | 5 | $0 |
| Jonathan Durbin | Vice President Trustee or director, Officer | 5 | $0 |
| Mark Kilpatrick | Secretary Trustee or director, Officer | 5 | $0 |
| Patricia S Baillif | Treasurer Trustee or director, Officer | 5 | $0 |
| George Clower | Trustee Trustee or director | 1 | $0 |
| Roy Ellzey | Trustee Trustee or director | 1 | $0 |
| Kevin Hartley | Trustee Trustee or director | 1 | $0 |
| Paula Pebsworth | Trustee Trustee or director | 1 | $0 |
| David Sherwood | Trustee Trustee or director | 1 | $0 |
| Betty Skwarak | Trustee Trustee or director | 1 | $0 |
| Eric Stimmel | Trustee Trustee or director | 1 | $0 |
| Melanie Walter-Mahoney | Trustee Trustee or director | 1 | $0 |
| Jennifer Courtwright | Trustee Trustee or director | 1 | $0 |
| Donald Bunch | Trustee Trustee or director | 20 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donald Bunch | Trustee Trustee or director | 20 | $17,234 |
| Michael West | President Trustee or director, Officer | 1 | $0 |
| Jonathan Durbin | Vice President Trustee or director, Officer | 1 | $0 |
| Mark Kilpatrick | Secretary Trustee or director, Officer | 1 | $0 |
| Patricia S Baillif | Treasurer Trustee or director, Officer | 20 | $0 |
| William Daffinee | Assistant Treasurer Trustee or director | 5 | $0 |
| George Clower | Trustee Trustee or director | 1 | $0 |
| Roy Ellzey | Trustee Trustee or director | 1 | $0 |
| Kevin Hartley | Trustee Trustee or director | 1 | $0 |
| Paula Pebsworth | Trustee Trustee or director | 1 | $0 |
| David Sherwood | Trustee Trustee or director | 1 | $0 |
| Betty Skwarak | Trustee Trustee or director | 1 | $0 |
| Eric Stimmel | Trustee Trustee or director | 1 | $0 |
| Melanie Walter-Mahoney | Trustee Trustee or director | 1 | $0 |
| Jennifer Courtwright | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donald Bunch | Trustee Trustee or director | 20 | $16,099 |
| Michael West | President Trustee or director, Officer | 1 | $0 |
| Jonathan Durbin | Vice President Trustee or director, Officer | 1 | $0 |
| Mark Kilpatrick | Secretary Trustee or director, Officer | 1 | $0 |
| Patricia S Baillif | Treasurer Trustee or director, Officer | 1 | $0 |
| William Daffinee | Assistant Treasurer Trustee or director, Officer | 1 | $0 |
| George Clower | Trustee Trustee or director | 1 | $0 |
| Roy Ellzey | Trustee Trustee or director | 1 | $0 |
| Kevin Hartley | Trustee Trustee or director | 1 | $0 |
| Paula Pebsworth | Trustee Trustee or director | 1 | $0 |
| David Sherwood | Trustee Trustee or director | 1 | $0 |
| Betty Skwarak | Trustee Trustee or director | 1 | $0 |
| Eric Stimmel | Trustee Trustee or director | 1 | $0 |
| Melanie Walter-Mahoney | Trustee Trustee or director | 1 | $0 |
| Jennifer Courtwright | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9719 REDONDO DR, DALLAS, TX 75218-3202
- Principal officer (990 for 2025)
- Patricia S Baillif, 9719 Redondo Drive, Dallas, TX 75218
- Signed the 990
- Patricia Baillif, Treasurer
- Phone
- (214) 660-8385
- Website
- www.ubaru.org
Mission
Our mission is to provide a welcoming, peaceful place to gather for spiritual, educational, and recreational purposes in harmony with the land.
Program accomplishments
- Week-long summer camps for children and youth, for ages ranging from primary school through graduating high school. This is our largest single program. The program blends typical summer camp activity with age-appropriate religious and social justice themes, as well as astronomy and ham radio programs.Expenses $30,347 · revenue $56,187
- Congregational Retreats, offering leadership workshops and the opportunity to strengthen spiritual bonds.Expenses $7,610 · revenue $29,793
- Men's and Women's Retreats. Covenant, community, relaxation, nature, worship, music, faith development, justice work, and great food.Expenses $2,984 · revenue $14,788
- Everything Else. All the other workshops (creative arts, writing) and events (bioblitz, star parties, SWUUSI, and the like).Expenses $14,350 · revenue $48,320
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
- 74-3009629
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,015,129
- Income (IRS master file)
- $193,745
Revocation and reinstatement
- Exemption revoked
- May 15, 2013
- Posted by the IRS
- November 20, 2019
- Reinstated
- Effective May 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $193,745 | $137,662 | $2,015,129 | IRS |
| 990 | December 2024 | $452,020 | $194,601 | $1,979,724 | IRS |
| 990 | December 2023 | $267,927 | $140,446 | $1,977,738 | XML |
| 990 | December 2022 | $175,600 | $92,576 | $1,636,690 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 74-3009629).
Questions about UNITARIAN UNIVERSALIST FRIENDS RETREAT FOUNDATION
- What is the EIN of UNITARIAN UNIVERSALIST FRIENDS RETREAT FOUNDATION?
- The employer identification number (EIN) of UNITARIAN UNIVERSALIST FRIENDS RETREAT FOUNDATION is 74-3009629.
- Is UNITARIAN UNIVERSALIST FRIENDS RETREAT FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective May 15, 2013.
- Are donations to UNITARIAN UNIVERSALIST FRIENDS RETREAT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITARIAN UNIVERSALIST FRIENDS RETREAT FOUNDATION 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 UNITARIAN UNIVERSALIST FRIENDS RETREAT FOUNDATION 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 UNITARIAN UNIVERSALIST FRIENDS RETREAT FOUNDATION 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 UNITARIAN UNIVERSALIST FRIENDS RETREAT FOUNDATION?
- The 990 for the year ended December 31, 2025 names Patricia S Baillif.
- Who are the officers and directors of UNITARIAN UNIVERSALIST FRIENDS RETREAT FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does UNITARIAN UNIVERSALIST FRIENDS RETREAT FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $193,745, expenses of $137,662 and total assets of $2,015,129 at year end.
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