University of Michigan Retirees Association

Nonprofit profile at a glance

EIN
383307408
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025, Form 990-N 2023
Location
Ann Arbor, MI, USA
Phone
7346472914
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Adult, Continuing Education

Reported finances

Revenue
$132,210
Expenses
$98,297
Assets
$119,434

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • Mike Kalasinski (President)
  • Susan Shields (Vice-President)

People named in this filing

  • Mike Kalasinski (President)
  • Susan Shields (Vice-President)
  • James Randolph (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The following continuing activities, in order of importance: Informing retirees on changing health benefits. social hours, cultural programs. other informational bulletins.

What it reported doing in 2025

We hold an annual meeting, during open enrolloment withHuman Resourses present to discuss benefits. The meeting isStreamed and recorded and placed on the website.

Operating model

Revenue model
Earned-program. 61% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. No material rating questions were generated from the available inputs.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 82
  • Sustainability: 63
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 62.4%; rating input score 62
  • Program expense ratio: 83.6%; rating input score 84

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 25.7%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 1.22; rating input score 65; 65th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 59.3% per year; rating input score 100; 93rd percentile among comparable filings
  • Revenue growth: 50.7% per year; rating input score 100; 95th percentile among comparable filings
  • Asset growth: 33.1% per year; rating input score 100; 87th percentile among comparable filings

Details

  • Where the money goes: 62.4% of revenue deployed · 83.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $82K in reported program spending
  • Leadership: top reported pay $0 · 15 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.