University of Washington Retirement Association
Nonprofit profile at a glance
- EIN
- 911021870
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Seattle, WA, USA
- Phone
- 2065438600
- Rating
- 91
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $184,724
- Expenses
- $182,128
- Assets
- $343,655
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- DIANE GILLESPIE (CO-PRESIDENT PART YR/VP PART YR)
- JUAN GUERRA (CO-PRESIDENT PART YR/VP PART YR)
- NANCY WOODS (PRESIDENT PART YEAR)
- SHARON FRUCCI (VICE PRESIDENT PART YEAR)
- MARK JOHNSON (VICE PRESIDENT PART YEAR)
People named in this filing
- DIANE GILLESPIE (CO-PRESIDENT PART YR/VP PART YR)
- JUAN GUERRA (CO-PRESIDENT PART YR/VP PART YR)
- NANCY WOODS (PRESIDENT PART YEAR)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.)
What it reported doing in 2024
Lectures, workshops, no-host luncheons on current academic, civic and cultural topics and retirement transitions and opportunities.
Operating model
- Revenue model
- Donor-supported. 95% of the money available for current operations came from contributions and gifts.
- 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 87
- Transparency & Controls: 100
- Sustainability: 57
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 87.2%; rating input score 87
- Program expense ratio: 87.8%; rating input score 88
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 1.4%; rating input score 38; 38th percentile among comparable filings
- Total-asset coverage ratio: 1.89; rating input score 79; 79th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 6.3% per year; rating input score 100; 51st percentile among comparable filings
- Revenue growth: 4.1% per year; rating input score 100; 43rd percentile among comparable filings
- Asset growth: 6% per year; rating input score 100; 48th percentile among comparable filings
Details
- Where the money goes: 87.2% of revenue deployed · 87.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $160K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 14 filing years from 2010 to 2024
- 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 38/100.