Civic Intelligence

United Way Retirees Association

990 • Fiscal year 2022 • EIN 54-2026707

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 20, 2023

Organization Profilewww.unitedwaynext.org
701 North Fairfax StreetAlexandria, VA 22314

(571) 360-6271

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

95th percentile

$62,025

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 35.4% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

20th percentile

-23%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$333,699

Down $98,523 (-23%) from 2021

Net Assets

Down

$318,798

Down $97,886 (-23%) from 2021

Liabilities

Down

$14,901

Down $637 (-4.1%) from 2021

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin18th percentile

Revenue

Down

$175,049

Down $30,989 (-15%) from 2021

Expenses

Up

$214,352

Up $39,989 (+23%) from 2021

Net Income

Down

-$39,303

Down $70,978 (-224%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $217,209Liabilities 2011: $8,6792011Assets 2012: $226,143Liabilities 2012: $12,0022012Assets 2013: $246,924Liabilities 2013: $9,8582013Assets 2014: $257,355Liabilities 2014: $16,8882014Assets 2015: $240,564Liabilities 2015: $12,1762015Assets 2016: $226,513Liabilities 2016: $3,9672016Assets 2017: $256,626Liabilities 2017: $16,9792017Assets 2018: $218,322Liabilities 2018: $1,825Net Assets 2018: $216,4972018Assets 2019: $290,621Liabilities 2019: $20,727Net Assets 2019: $269,8942019Assets 2020: $367,168Liabilities 2020: $34,704Net Assets 2020: $332,4642020Assets 2021: $432,222Liabilities 2021: $15,538Net Assets 2021: $416,6842021Assets 2022: $333,699Liabilities 2022: $14,901Net Assets 2022: $318,7982022Assets 2023: $357,049Liabilities 2023: $8,833Net Assets 2023: $348,2162023

Highlighted filing

2022

Assets$333,699
Liabilities$14,901
Net Assets$318,798
Open 2022 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $159,783Expenses 2011: $148,340Net Income 2011: $11,4432011Revenue 2012: $161,637Expenses 2012: $170,343Net Income 2012: -$8,7062012Revenue 2013: $176,081Expenses 2013: $174,761Net Income 2013: $1,3202013Revenue 2014: $176,960Expenses 2014: $174,709Net Income 2014: $2,2512014Revenue 2015: $177,570Expenses 2015: $180,888Net Income 2015: -$3,3182015Revenue 2016: $206,151Expenses 2016: $211,993Net Income 2016: -$5,8422016Revenue 2017: $180,304Expenses 2017: $178,652Net Income 2017: $1,6522017Revenue 2018: $170,218Expenses 2018: $166,144Net Income 2018: $4,0742018Revenue 2019: $214,595Expenses 2019: $187,924Net Income 2019: $26,6712019Revenue 2020: $162,697Expenses 2020: $145,574Net Income 2020: $17,1232020Revenue 2021: $206,038Expenses 2021: $174,363Net Income 2021: $31,6752021Revenue 2022: $175,049Expenses 2022: $214,352Net Income 2022: -$39,3032022Revenue 2023: $185,689Expenses 2023: $177,701Net Income 2023: $7,9882023

Highlighted filing

2022

Revenue$175,049
Expenses$214,352
Net Income-$39,303
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 20, 2023
Return Version
2022v5.0
Gross Receipts
$175,049
Mission and Program Overview

Mission

To enrich the lives of curent and future united way retirees/alumni by helping them stay connected and by using their skills and talents to assist united ways in serving their communities.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$51,496$69,641▲ $18,145
Cash and Non-Interest-Bearing Accounts$83,698$25,166▼ $58,532
Accounts Receivable$1,309$1,756▲ $447
Total Assets$432,222$333,699▼ $98,523
Other Assets Total$295,719$237,136▼ $58,583
Liabilities
Deferred Revenue$9,975$11,148▲ $1,173
Accounts Payable and Accrued Expenses$5,488$3,753▼ $1,735
Grants Payable$75--
Total Liabilities$15,538$14,901▼ $637
Net Assets / Fund Balance
Net Assets With Donor Restrictions$295,719$237,136▼ $58,583
Net Assets Without Donor Restrictions$120,965$81,662▼ $39,303
Total Net Assets Fund Balance$416,684$318,798▼ $97,886
Total Liabilities and Net Assets / Fund Balance$432,222$333,699▼ $98,523

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$237,136--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$295,719$6,000▼ $32,214-$237,136
2021$244,282$33,250▲ $30,136-$295,719
2020$151,437$69,997▲ $24,131-$244,282
2019$130,012$2,100▲ $20,437-$151,437
2018$142,530$2,150▼ $5,659-$130,012
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keith Barshun--$62,025$9,000$71,025
Keith BarshunInterim President and CEOPT$62,025-$62,025
Carole PetersPresident and CEOPT$38,462-$38,462
Amber KelleherFormer President and CEOPT$3,938-$3,938
Amber Kelleher--$3,938-$3,938

Board Members and Trustees

NameTitle
Deborah BayleBoard Chair
Barbara EdmondChair Elect
Susan GilmoreOutgoing Chair
Carol BurgerVice Chairperson
Rob ReifsnyderVice Chairperson
Susan DunnVice Chairperson
Deborah ZuloagaBoard Member
Ed RiveraBoard Member
Jim YuBoard Member
Mary E TylerBoard Member
Paul DebassioBoard Member
Pete ManzoBoard Member
Robert HinesBoard Member
Dick AftEmeritus Board Member
Joe TolanSecretary
Robert Ferriday IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$165,082
Program Service Revenue
$7,637
Investment Income
$23
Other Revenue
$2,307
All Other Contributions
$156,346
Change in Net Assets
$-39,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$154,577
Other Expenses$59,775
Total Fundraising Expense$35,383
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$88,378$3,938$12,109$104,425
Fees for Services Other$5,045$20,424$0$25,469
Other Salaries and Wages$0$8,176$17,154$25,330
Conferences and Meetings$16,222$44$0$16,266
Office Expenses$4,364$6,707$1,303$12,374
Other Employee Benefits$8,879$1,184$1,776$11,839
Payroll Taxes$7,851$1,111$2,868$11,830
Insurance$0$2,169$0$2,169
Advertising$0$1,917$0$1,917
Travel$1,580$0$0$1,580
Pension Plan Contributions$865$115$173$1,153
Total Functional Expenses$133,184$45,785$35,383$214,352
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
United Way Next
EIN
54-2026707
Phone
5713606271
Address
701 NORTH FAIRFAX STREET, ALEXANDRIA, VA 22314
Doing Business As
Formerly Known as United Way Retirees Association

Signing Officer

Name
Robert Ferriday Iii
Title
Treasurer
Phone
5713606271
Signed
2023-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Ferriday Iii Treasurer
Formed
1990
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
15
Employees
6
Volunteers
16

Preparer

Firm
Nanette K Miller CPA Pc
Address
2450 VIRGINIA AVE NW E309, WASHINGTON, DC 20037
Preparer
Nan Miller CPA
Phone
2024637600
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“Uwra has individual and corporate members.”

Pt VI, Line 7A

“Board members can be obtained from members and/or other supporting organizations.”

Pt VI, Line 11B

“The 990 is given to the president and ceo for the first review. After all changes and comments have been addressed, the board treasurer reviews the 990 and gives the final approval for filing.”

Pt VI, Line 12C

“The conflict of interest policy is monitored and reviewed to ensure that there is total transparency.”

Pt VI, Line 15A

“The president and ceo's salary is determined by the board of directors as well as any annual bonus based on performance. The board uses other nonprofit organizations as a guideline for determining the president's salary.”

Other

“The 990 is shared with the entire board of directors following the treasurer's approval.”

Financial Statement Notes

Other

“Endowment grants received are used for operational and capacity building purposes.”

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$333,699
Liabilities
$14,901
Net assets
$318,798
Revenue
$175,049
Expenses
$214,352
Net income
-$39,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.57$0.09$3.48$1.86$1.78$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.34$0.15$3.19$1.75$2.14$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.16$4.17$2.06$1.74$0.32
2020Detailed filing. Detailed filing data is available for this year.$3.67$0.35$3.32$1.63$1.46$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.21$2.70$2.15$1.88$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.02$2.16$1.70$1.66$0.04
2017Summary only. Only limited summary data is available for this year.$2.57$0.17$1.80$1.79$0.02
2016Summary only. Only limited summary data is available for this year.$2.27$0.04$2.06$2.12$0.06
2015Summary only. Only limited summary data is available for this year.$2.41$0.12$1.78$1.81$0.03
2014Summary only. Only limited summary data is available for this year.$2.57$0.17$1.77$1.75$0.02
2013Summary only. Only limited summary data is available for this year.$2.47$0.10$1.76$1.75$0.01
2012Summary only. Only limited summary data is available for this year.$2.26$0.12$1.62$1.70$0.09
2011Summary only. Only limited summary data is available for this year.$2.17$0.09$1.60$1.48$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits