Civic Intelligence

United Way Retirees Association

990 • Fiscal year 2024 • EIN 54-2026707

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 22, 2025

Organization Profilewww.unitedwaynext.org
107 South West StreetAlexandria, VA 22314

(571) 360-6271

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

61st percentile

9.2%

Higher net margin than 61% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

98th percentile

$119,270

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 52.7% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

22%

Faster revenue growth than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$397,156

Up $40,107 (+11%) from 2023

Net Assets

Up

$387,400

Up $39,184 (+11%) from 2023

Liabilities

Up

$9,756

Up $923 (+10%) from 2023

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin61st percentile

Revenue

Up

$226,308

Up $40,619 (+22%) from 2023

Expenses

Up

$205,508

Up $27,807 (+16%) from 2023

Net Income

Up

$20,800

Up $12,812 (+160%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th 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: $348,2162023Assets 2024: $397,156Liabilities 2024: $9,756Net Assets 2024: $387,4002024

Highlighted filing

2024

Assets$397,156
Liabilities$9,756
Net Assets$387,400
Open 2024 Filing

Operations Trend

Revenue Growth70th 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: $7,9882023Revenue 2024: $226,308Expenses 2024: $205,508Net Income 2024: $20,8002024

Highlighted filing

2024

Revenue$226,308
Expenses$205,508
Net Income$20,800
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 22, 2025
Return Version
2024v5.1
Gross Receipts
$226,308
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$85,013$109,104▲ $24,091
Cash and Non-Interest-Bearing Accounts$11,910$9,867▼ $2,043
Accounts Receivable$1,560$1,235▼ $325
Total Assets$357,049$397,156▲ $40,107
Other Assets Total$258,566$276,950▲ $18,384
Liabilities
Deferred Revenue$5,873$8,214▲ $2,341
Accounts Payable and Accrued Expenses$2,960$1,542▼ $1,418
Total Liabilities$8,833$9,756▲ $923
Net Assets / Fund Balance
Net Assets With Donor Restrictions$258,566$276,950▲ $18,384
Net Assets Without Donor Restrictions$89,650$110,450▲ $20,800
Total Net Assets Fund Balance$348,216$387,400▲ $39,184
Total Liabilities and Net Assets / Fund Balance$357,049$397,156▲ $40,107

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$276,950--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$258,566$5,600▲ $25,831-$276,950
2023$237,136$7,675▲ $25,564-$258,566
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
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carole PetersPresident and CEOPT$107,397$11,873$119,270

Board Members and Trustees

NameTitle
Ed RiveraBoard Chair
Paul DebassioChair Elect
Barbara EdmondPast Board Chair
Ann FoxBoard Member
Carol BurgerBoard Member
David NicoleBoard Member
Jeffrey WilcoxBoard Member
Jim YuBoard Member
Keith BarshunBoard Member
Kerri StraussBoard Member
Mary E TylerBoard Member
Pete ManzoBoard Member
Rob ReifsnyderBoard Member
Rodney PruntyBoard Member
Susan DunnBoard Member
Terry NolanBoard Member
Dick AftEmeritus Board Member
Diane LebsonSecretary
Dj HamptonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$191,448
Program Service Revenue
$8,305
Investment Income
$3,927
Other Revenue
$22,628
All Other Contributions
$178,020
Change in Net Assets
$20,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$158,596
Other Expenses$46,912
Total Fundraising Expense$17,608
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$91,287$6,522$9,588$107,397
Other Salaries and Wages$19,591$0$3,456$23,047
Fees for Services Management$0$17,716$0$17,716
Other Employee Benefits$10,092$594$1,187$11,873
Payroll Taxes$8,482$499$998$9,979
Fees for Services Other$3,234$5,209$0$8,443
Conferences and Meetings$8,274$0$0$8,274
Pension Plan Contributions$5,355$315$630$6,300
Travel$4,754$908$0$5,662
Insurance$0$2,210$0$2,210
Office Expenses$1,607$514$0$2,121
Other Expenses$0$0$1,749$1,749
Advertising$0$737$0$737
Total Functional Expenses$152,676$35,224$17,608$205,508
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
107 SOUTH WEST STREET, ALEXANDRIA, VA 22314
Doing Business As
Formerly Known as United Way Retirees Association

Signing Officer

Name
Dj Hampton
Title
Treasurer
Phone
5713606271
Signed
2025-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dj Hampton Treasurer
Formed
1990
Legal Domicile
Va
Voting Board Members
19
Independent Board Members
19
Employees
3
Volunteers
292

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

“Uw next 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, treasurer & ceo for the first review. After all changes and comments have been addressed, the board treasurer makes a copy available to the board of directors for their review and answer any questions. The 990 will then be filed and a copy provided to the board of directors.”

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 ceos 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 presidents salary.”

Other

“The 990 is shared with the entire board of directors following the treasurers approval.”

Pt XI

“Uw next has an endowment fund maintained by an administrator outside of the organization. This endowment fund belongs to uw next and is reconciled to uw nexts financial records through an adjustment to ending net assets in qb to show the reclassification of the endowment activity and to properly reflect the ending balance in the endowment fund. See schedule d, page 5.”

Other

“Part iii, page 2, 4(a): - continue to build upon the rebrand and name change to united way next. - continued to build upon the corporate partnerships with united way worldwide, mutual of america, and other identified partners. Accomplishments: placed 41uw next mentors for local uw staff; 18 ceo/staff mentors and 23 planned giving mentors - placed 8 uw next consultants and 5 interim executives. Hosted 40 professional development learning sessions impacting 1306 attendees.”

Financial Statement Notes

Other

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14EMERITUS BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT AND CEO
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt011873
IRS990/OtherExpensesGrp/Desc0ONLINE PROCESSING FEES
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0315
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IRS990/PensionPlanContributionsGrp/TotalAmt06300
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DJ HAMPTON TREASURER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900999
IRS990/ProgramServiceRevenueGrp/Desc0UW NEXT MEETING/GATHERING INCOME
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08305
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/PYContributionsGrantsAmt0184073
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IRS990/PYInvestmentIncomeAmt039
IRS990/PYOtherExpensesAmt025520
IRS990/PYOtherRevenueAmt01577
IRS990/PYRevenuesLessExpensesAmt07988
IRS990/PYSalariesCompEmpBnftPaidAmt0152181
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0204859
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085013
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109104
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: MISCELLANEOUS 2020: 44. 2021: 1. 2022: 0. 2023: 1577. 2024: 22628.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0162637
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0205943
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0162637
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0946136
IRS990ScheduleA/TotalSupportAmt0974408
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$397,156
Liabilities
$9,756
Net assets
$387,400
Revenue
$226,308
Expenses
$205,508
Net income
$20,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.97$0.10$3.87$2.26$2.06$0.21
2023Summary only. Only limited summary data is available for this year.$3.57$0.09$3.48$1.86$1.78$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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