Civic Intelligence

University of Washington Retirement Association

EIN 91-1021870 • 501(c)3 • Seattle, WA

Profile

Through a memorandum of understanding with the university of washington and university advancement, signed june 21, 2010, and in liaison with the uw office of retiree relations: the university of washington retirement association (uwra) advances the interests of retired faculty and staff, offers prospective and current members retirement planning and transitions programs and promotes new and continuing connections among its members through communication and a variety of educational and social opportunities. The uwra encourages continued contributions to the university community. Revised as adopted by the board of directors december 14, 2006

B80 Gerberding Hall Box 351277Seattle, WA 98195-1277

depts.washington.edu/RETIREMT

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

50th percentile

1.4%

Higher net margin than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

56th percentile

0.8%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

4.5%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$343,655

Up $2,596 (+0.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$343,655

Up $2,596 (+0.8%) from 2024

Revenue

Up

$184,724

Up $8,010 (+4.5%) from 2024

Expenses

Up

$182,128

Up $41,867 (+30%) from 2024

Net Income

Down

$2,596

Down $33,857 (-93%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $144,801Net Assets 2011: $144,8012011Assets 2012: $139,049Net Assets 2012: $139,0492012Assets 2013: $171,251Net Assets 2013: $171,2512013Assets 2014: $187,840Net Assets 2014: $187,8402014Assets 2015: $219,233Liabilities 2015: $3,012Net Assets 2015: $216,2212015Assets 2016: $218,508Liabilities 2016: $0Net Assets 2016: $218,5082016Assets 2017: $150,341Liabilities 2017: $0Net Assets 2017: $150,3412017Assets 2018: $111,044Liabilities 2018: $0Net Assets 2018: $111,0442018Assets 2019: $118,476Liabilities 2019: $0Net Assets 2019: $118,4762019Assets 2020: $182,046Liabilities 2020: $0Net Assets 2020: $182,0462020Assets 2021: $212,599Liabilities 2021: $0Net Assets 2021: $212,5992021Assets 2022: $252,101Liabilities 2022: $0Net Assets 2022: $252,1012022Assets 2023: $304,606Liabilities 2023: $0Net Assets 2023: $304,6062023Assets 2024: $341,059Liabilities 2024: $0Net Assets 2024: $341,0592024Assets 2025: $343,655Liabilities 2025: $0Net Assets 2025: $343,6552025

Highlighted filing

2025

Assets$343,655
Liabilities$0
Net Assets$343,655

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $107,456Expenses 2011: $97,679Net Income 2011: $9,7772011Revenue 2012: $83,590Expenses 2012: $89,342Net Income 2012: -$5,7522012Revenue 2013: $134,500Expenses 2013: $102,298Net Income 2013: $32,2022013Revenue 2014: $97,560Expenses 2014: $80,971Net Income 2014: $16,5892014Revenue 2015: $121,181Expenses 2015: $92,800Net Income 2015: $28,3812015Revenue 2016: $126,861Expenses 2016: $124,574Net Income 2016: $2,2872016Revenue 2017: $122,850Expenses 2017: $191,017Net Income 2017: -$68,1672017Revenue 2018: $130,310Expenses 2018: $169,607Net Income 2018: -$39,2972018Revenue 2019: $134,227Expenses 2019: $126,795Net Income 2019: $7,4322019Revenue 2020: $134,691Expenses 2020: $71,121Net Income 2020: $63,5702020Revenue 2021: $139,461Expenses 2021: $108,908Net Income 2021: $30,5532021Revenue 2022: $146,407Expenses 2022: $106,905Net Income 2022: $39,5022022Revenue 2023: $155,204Expenses 2023: $102,699Net Income 2023: $52,5052023Revenue 2024: $176,714Expenses 2024: $140,261Net Income 2024: $36,4532024Revenue 2025: $184,724Expenses 2025: $182,128Net Income 2025: $2,5962025

Highlighted filing

2025

Revenue$184,724
Expenses$182,128
Net Income$2,596

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$1.85$1.82$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$1.77$1.40$0.36
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$1.55$1.03$0.53
2022Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$1.46$1.07$0.40
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$1.39$1.09$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$1.35$0.71$0.64
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$1.34$1.27$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$1.30$1.70$0.39
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.23$1.91$0.68
2016Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$1.27$1.25$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.19$0.03$2.16$1.21$0.93$0.28
2014Detailed filing. Detailed filing data is available for this year.$1.88$1.88$0.98$0.81$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$1.71$1.35$1.02$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$1.39$0.84$0.89$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$1.45$1.07$0.98$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 5, 2025
Return Version
2024v5.2
Gross Receipts
$184,724
Mission and Program 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 informs, connects and advocates for uw retirees and pre-retirees. The uwra encourages continued engagement with the uw and fosters a purposeful retirement through educational and social programs. Restated mission statement adopted by the uwra board of directors may 13, 2015..form 990-ez, part ivthe uwra executive director is compensated directly by the university of washington.

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 Services

DescriptionGrantsExpenses
LECTURES, WORKSHOPS, NO-HOST LUNCHEONS ON CURRENT ACADEMIC, CIVIC AND CULTURAL TOPICS AND RETIREMENT TRANSITIONS AND OPPORTUNITIES.$0$149,051
EDUCATIONAL PUBLICATIONS INCLUDING REGULAR NEWSLETTERS (CIRCULATION IS APPROXIMATELY 2000).$0$8,554
SCHOLARSHIP AND FELLOWSHIP FUNDRAISING, TRANSFERS AND AWARDS FOR SUPPORT OF UW STUDENTS.$0$2,360
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE GILLESPIECo-President Part Yr/VP Part Yr-$0--
JUAN GUERRACo-President Part Yr/VP Part Yr-$0--
NANCY WOODSPresident Part Year-$0--
SHARON FRUCCIVice President Part Year-$0--
MARK JOHNSONVice President Part Year-$0--
WILLIAM FERRISTreasurer-$0--
CONNIE BOURASSA-SHAWBoard Member Part Year-$0--
IA DUBOISBoard Member Part Year-$0--
RANDY EVERETTBoard Member-$0--
KATHLEEN FEARN-BANKSBoard Member-$0--
SUMI HAYASHIBoard Member-$0--
LEE HECKBoard Member Part Year-$0--
Filing and Contact Details

Filer

Filer Name
University of Washington Retirement
EIN
91-1021870
Phone
2065438600
Address
B80 GERBERDING HALL BOX 351277, SEATTLE, WA 98195-1277

Signing Officer

Name
William Ferris
Title
Treasurer
Phone
2065438600
Signed
2025-12-05
Discuss with paid preparer
Yes

Preparer

Firm
The Myers Associates Pc
Address
520 PIKE ST STE 1040, SEATTLE, WA 98101-2397
Preparer
Mark T Long CPA
Phone
2066236116
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 8,443.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: conference costs. Amount: 916. Description: advocacy. Amount: 12,631. Description: insurance. Amount: 2,728. Description: contingency. Amount: 532. Description: retirement workshop expenses. Amount: 342. Description: ppc programs. Amount: 3,925. Description: supplies. Amount: 941. Description: volunteer program. Amount: 173. Description: subscriptions/memberships. Amount: 420. Description: retiree outreach expense. Amount: 49. Description: member meeting expenses. Amount: 1,105. Description: outreach & acquisition. Amount: 5,576. Description: member swag. Amount: 1,980. Description: software & website. Amount: 7,011. Description: gifts and memorials. Amount: 300. Description: credit card fees. Amount: 1,803. Description: mentoring. Amount: 5,673. Description: general expenses. Amount: 1,734. Description: other events. Amount: 54,724. Description: bank and statutory fees. Amount: 60. Description: recognition & awards. Amount: 9,975. Description: postcard expenses. Amount: 4,674. Description: member admin: other. Amount: 4,015. Total to form 990-ez, line 16: 121,287.

Form 990-ez, Part IV

The executive director & associate director are compensated directly by the university of washington rather than by uwra. The board secretary is an employee of the university of washington and her wages are reimbursed by uwra to uw.

Raw XML Appendix247 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990ScheduleA/PublicSupportTotal509Amt0497809
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt061436
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt051888
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt049438
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt044713
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt041761
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0249236
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt061436
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt051888
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt049438
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt044713
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt041761
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0249236
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0161281
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0164647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0146764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0140583
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0133770
IRS990ScheduleA/Total509Grp/TotalAmt0747045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0169724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0176714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0155204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0146407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0139461
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0787510
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 8,443.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCE COSTS. AMOUNT: 916. DESCRIPTION: ADVOCACY. AMOUNT: 12,631. DESCRIPTION: INSURANCE. AMOUNT: 2,728. DESCRIPTION: CONTINGENCY. AMOUNT: 532. DESCRIPTION: RETIREMENT WORKSHOP EXPENSES. AMOUNT: 342. DESCRIPTION: PPC PROGRAMS. AMOUNT: 3,925. DESCRIPTION: SUPPLIES. AMOUNT: 941. DESCRIPTION: VOLUNTEER PROGRAM. AMOUNT: 173. DESCRIPTION: SUBSCRIPTIONS/MEMBERSHIPS. AMOUNT: 420. DESCRIPTION: RETIREE OUTREACH EXPENSE. AMOUNT: 49. DESCRIPTION: MEMBER MEETING EXPENSES. AMOUNT: 1,105. DESCRIPTION: OUTREACH & ACQUISITION. AMOUNT: 5,576. DESCRIPTION: MEMBER SWAG. AMOUNT: 1,980. DESCRIPTION: SOFTWARE & WEBSITE. AMOUNT: 7,011. DESCRIPTION: GIFTS AND MEMORIALS. AMOUNT: 300. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 1,803. DESCRIPTION: MENTORING. AMOUNT: 5,673. DESCRIPTION: GENERAL EXPENSES. AMOUNT: 1,734. DESCRIPTION: OTHER EVENTS. AMOUNT: 54,724. DESCRIPTION: BANK AND STATUTORY FEES. AMOUNT: 60. DESCRIPTION: RECOGNITION & AWARDS. AMOUNT: 9,975. DESCRIPTION: POSTCARD EXPENSES. AMOUNT: 4,674. DESCRIPTION: MEMBER ADMIN: OTHER. AMOUNT: 4,015. TOTAL TO FORM 990-EZ, LINE 16: 121,287.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR & ASSOCIATE DIRECTOR ARE COMPENSATED DIRECTLY BY THE UNIVERSITY OF WASHINGTON RATHER THAN BY UWRA. THE BOARD SECRETARY IS AN EMPLOYEE OF THE UNIVERSITY OF WASHINGTON AND HER WAGES ARE REIMBURSED BY UWRA TO UW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART IV
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM FERRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02065438600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY OF WASHINGTON RETIREMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0911021870
ReturnHeader/Filer/PhoneNum02065438600
ReturnHeader/Filer/USAddress/AddressLine1Txt0B80 GERBERDING HALL BOX 351277
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0981951277
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911123435
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE MYERS ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 PIKE ST STE 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981012397
ReturnHeader/PreparerPersonGrp/PhoneNum02066236116
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK T LONG CPA
ReturnHeader/ReturnTs02025-12-05T15:18:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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