United Way Retirees Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 159,783 | 148,340 | 11,443 | 16.9 | — |
| 2012 | 161,637 | 170,343 | −8,706 | 15.1 | — |
| 2013 | 176,081 | 174,761 | 1,320 | 16.3 | — |
| 2014 | 176,960 | 174,709 | 2,251 | 16.5 | — |
| 2015 | 177,570 | 180,888 | −3,318 | 15.2 | — |
| 2016 | 206,151 | 211,993 | −5,842 | 12.6 | — |
| 2017 | 180,304 | 178,652 | 1,652 | 16.1 | — |
| 2018 | 170,218 | 166,144 | 4,074 | 15.6 | — |
| 2019 | 214,595 | 187,924 | 26,671 | 17.2 | 49% |
| 2020 | 162,697 | 145,574 | 17,123 | 27.4 | — |
| 2021 | 206,038 | 174,363 | 31,675 | 28.7 | 63% |
| 2022 | 175,049 | 214,352 | −39,303 | 17.8 | 61% |
| 2023 | 185,689 | 177,701 | 7,988 | 23.5 | 72% |
In its most recent public year (2023), this organization brought in $7,988 more than it spent. Its reserves stood at about 23.5 months of spending, up from 16.9 in 2011. Staff pay was 72% of spending. $258,566 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
United Way Retirees Association's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works