Nonprofit · EIN 91-1021870
UNIVERSITY OF WASHINGTON RETIREMENT ASSOCIATION
Tax-exempt · SEATTLE, WA 98195
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $184,724 | $182,128 | $2,596 | $343,655 | $0 | $343,655 |
| June 30, 2024 | 990-EZ | $176,714 | $140,261 | $36,453 | $341,059 | $0 | $341,059 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $175,060
- Program service revenue
- $1,221
- Investment income
- $8,443
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $53,433
- Professional fees and payments to contractors
- $850
- Printing, publications and postage
- $6,558
- Other expenses
- $121,287
- Program services (functional)
- $159,965
Balance sheet and other
- Total assets, start of year
- $341,059
- Total assets, end of year
- $343,655
- Total liabilities, end of year
- $0
- Net assets, end of year
- $343,655
- Cash, savings and investments
- $343,655
- Gross receipts
- $184,724
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANE GILLESPIE | CO-PRESIDENT PART YR/VP PART YR | 4 | $0 |
| JUAN GUERRA | CO-PRESIDENT PART YR/VP PART YR | 4 | $0 |
| NANCY WOODS | PRESIDENT PART YEAR | 4 | $0 |
| SHARON FRUCCI | VICE PRESIDENT PART YEAR | 3 | $0 |
| MARK JOHNSON | VICE PRESIDENT PART YEAR | 3 | $0 |
| WILLIAM FERRIS | TREASURER | 3 | $0 |
| CONNIE BOURASSA-SHAW | BOARD MEMBER PART YEAR | 2 | $0 |
| IA DUBOIS | BOARD MEMBER PART YEAR | 2 | $0 |
| RANDY EVERETT | BOARD MEMBER | 2 | $0 |
| KATHLEEN FEARN-BANKS | BOARD MEMBER | 2 | $0 |
| SUMI HAYASHI | BOARD MEMBER | 2 | $0 |
| LEE HECK | BOARD MEMBER PART YEAR | 2 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY WOODS | PRESIDENT (FROM JUN 8/2024) | 5 | $0 |
| DIANE GILLESPIE | VICE PRESIDENT | 2 | $0 |
| JUAN GUERRA | VICE PRESIDENT | 1 | $0 |
| WILLIAM FERRIS | TREASURER | 2 | $0 |
| CONNIE BOURASSA-SHAW | BOARD MEMBER | 2 | $0 |
| IA DUBOIS | BOARD MEMBER | 2 | $0 |
| RANDY EVERETT | BOARD MEMBER | 1 | $0 |
| KATHLEEN FEARN-BANKS | BOARD MEMBER | 1 | $0 |
| SHARON FRUCCI | BOARD MEMBER | 1 | $0 |
| SUMI HAYASHI | BOARD MEMBER | 1 | $0 |
| EMILE PITRE | BOARD MEMBER | 1 | $0 |
| HAIDEH SALEHI-ESFAHANI | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- B80 GERBERDING HALL BOX 351277, SEATTLE, WA 98195-1277
- Signed the 990-EZ
- WILLIAM FERRIS, TREASURER
- Phone
- (206) 543-8600
- Return prepared by
- THE MYERS ASSOCIATES PC
Mission
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 AREAS 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, 2025.)
Program accomplishments
- LECTURES, WORKSHOPS, NO-HOST LUNCHEONS ON CURRENT ACADEMIC, CIVIC AND CULTURAL TOPICS AND RETIREMENT TRANSITIONS AND OPPORTUNITIES.Expenses $149,051
- EDUCATIONAL PUBLICATIONS INCLUDING REGULAR NEWSLETTERS (CIRCULATION IS APPROXIMATELY 2000).Expenses $8,554
- SCHOLARSHIP AND FELLOWSHIP FUNDRAISING, TRANSFERS AND AWARDS FOR SUPPORT OF UW STUDENTS.Expenses $2,360
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 91-1021870
- 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
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $343,655
- Income (IRS master file)
- $184,724
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $184,724 | $182,128 | $343,655 | XML |
| 990-EZ | June 2024 | $176,714 | $140,261 | $341,059 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 91-1021870).
Questions about UNIVERSITY OF WASHINGTON RETIREMENT ASSOCIATION
- What is the EIN of UNIVERSITY OF WASHINGTON RETIREMENT ASSOCIATION?
- The employer identification number (EIN) of UNIVERSITY OF WASHINGTON RETIREMENT ASSOCIATION is 91-1021870.
- Is UNIVERSITY OF WASHINGTON RETIREMENT ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to UNIVERSITY OF WASHINGTON RETIREMENT ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF WASHINGTON RETIREMENT 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 WASHINGTON RETIREMENT ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF WASHINGTON RETIREMENT ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of UNIVERSITY OF WASHINGTON RETIREMENT ASSOCIATION?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF WASHINGTON RETIREMENT ASSOCIATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $184,724, expenses of $182,128 and total assets of $343,655 at year end.
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