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United Way Retirees Association

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Human Service Organizations - Multipurpose (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$186k (2023)

Expenses
$178k (2023)

Total Assets
$357k (2023)

Total Liabilities
$8.83k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$185,689
Expenses
$177,701
Net Income
$7,988
Net Assets
$348,216
Notable Sources of Revenue Percent of Total Revenue
Contributions $184,073
99.1%
Program Services $0
Investment Income $39
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,577
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $104,918
59.0%
Professional Fundraising Fees $0
Other Salaries and Wages $22,712
12.8%
Assets/Debt
Total Assets $357,049
Total Liabilities $8,833
Net Assets $348,216
Compensation
Key Employees and Officers Compensation Related Other
Carole Peters (President And Ceo) $104,918 $0 $14,785
Barbara Edmond (Board Chair) $0 $0 $0
Deborah Bayle (Past Board Chair) $0 $0 $0
Ed Rivera (Chair Elect) $0 $0 $0
Robert Ferriday Iii (Treasurer) $0 $0 $0
Joe Tolan (Secretary) $0 $0 $0
Keith Barshun (Board Member) $0 $0 $0
Rob Reifsnyder (Board Member) $0 $0 $0
Susan Dunn (Board Member) $0 $0 $0
Carol Burger (Board Member) $0 $0 $0
Ann Fox (Board Member) $0 $0 $0
Mary E Tyler (Board Member) $0 $0 $0
Pete Manzo (Board Member) $0 $0 $0
Paul Debassio (Board Member) $0 $0 $0
Robert Hines (Board Member) $0 $0 $0
Dick Aft (Emeritus Board Member) $0 $0 $0
Dj Hampton (Board Member) $0 $0 $0
Jim Yu (Board Member) $0 $0 $0
Deborah Zuloaga (Board Member) $0 $0 $0
Diane Lebson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$175,049
Expenses
$214,352
Net Income
-$39,303
Net Assets
$318,798
Notable Sources of Revenue Percent of Total Revenue
Contributions $165,082
94.3%
Program Services $7,637
4.4%
Investment Income $23
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,307
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $104,425
48.7%
Professional Fundraising Fees $0
Other Salaries and Wages $25,330
11.8%
Assets/Debt
Total Assets $333,699
Total Liabilities $14,901
Net Assets $318,798
Compensation
Key Employees and Officers Compensation Related Other
Keith Barshun (Interim President And Ceo) $62,025 $0 $0
Carole Peters (President And Ceo) $38,462 $0 $0
Amber Kelleher (Former President And Ceo) $3,938 $0 $0
Deborah Bayle (Board Chair) $0 $0 $0
Susan Gilmore (Outgoing Chair) $0 $0 $0
Barbara Edmond (Chair Elect) $0 $0 $0
Carol Burger (Vice Chairperson) $0 $0 $0
Rob Reifsnyder (Vice Chairperson) $0 $0 $0
Susan Dunn (Vice Chairperson) $0 $0 $0
Joe Tolan (Secretary) $0 $0 $0
Robert Ferriday Iii (Treasurer) $0 $0 $0
Mary E Tyler (Board Member) $0 $0 $0
Pete Manzo (Board Member) $0 $0 $0
Paul Debassio (Board Member) $0 $0 $0
Robert Hines (Board Member) $0 $0 $0
Dick Aft (Emeritus Board Member) $0 $0 $0
Ed Rivera (Board Member) $0 $0 $0
Jim Yu (Board Member) $0 $0 $0
Deborah Zuloaga (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$206,038
Expenses
$174,363
Net Income
$31,675
Net Assets
$416,684
Notable Sources of Revenue Percent of Total Revenue
Contributions $205,943
100.0%
Program Services $0
Investment Income $19
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $76
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $104,422
59.9%
Professional Fundraising Fees $0
Other Salaries and Wages $5,778
3.3%
Assets/Debt
Total Assets $432,222
Total Liabilities $15,538
Net Assets $416,684
Compensation
Key Employees and Officers Compensation Related Other
Amber Kelleher (Former President And Ceo) $104,422 $0 $0
Susan Gilmore (Chairperson) $0 $0 $0
Deborah Bayle (Board Chair Elect) $0 $0 $0
Joe Tolan (Treasurer) $0 $0 $0
Barbara Edmond (Secretary) $0 $0 $0
Susan Dunn (Vice Chairperson) $0 $0 $0
Janet Jackson (Vice Chairperson) $0 $0 $0
Ed Rivera (Vice Chairperson) $0 $0 $0
Carl Zapora (Immediate Past Board Chair) $0 $0 $0
Dick Aft (Emeritus Board Member) $0 $0 $0
Carol Burger (Board Member) $0 $0 $0
Adrianna Cuellar (Board Member) $0 $0 $0
Robert Ferriday Iii (Board Member) $0 $0 $0
Roger Frick (Board Member) $0 $0 $0
Robert Hines (Board Member) $0 $0 $0
Bill Mills (Board Member) $0 $0 $0
Rob Reifsnyder (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$162,697
Expenses
$145,574
Net Income
$17,123
Net Assets
$332,464
Notable Sources of Revenue Percent of Total Revenue
Contributions $154,062
94.7%
Program Services $0
Investment Income $16
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $44
0.0%
Assets/Debt
Total Assets $367,168
Total Liabilities $34,704
Net Assets $332,464
Compensation
Key Employees and Officers Compensation Other
Amber Kelleher (President And Ceo) $104,832 $0
Carl Zapora (Board Chair) $0 $0
Susan Gilmore (Board Chair Elect) $0 $0
Deborah Bayle (Vice Chair) $0 $0
Ed Rivera (Vice Chair) $0 $0
Joe Tolan (Vice Chair) $0 $0
Ed John (Treasurer) $0 $0
Susan Dunn (Secretary) $0 $0
Ralph Gregory (Immediate Past Board Chair) $0 $0
Dick Aft (Board Member Emeritis) $0 $0
Carol Burger (Board Member) $0 $0
Barbara Edmond (Board Member) $0 $0
Roger Frick (Board Member) $0 $0
Janet Jackson (Board Member) $0 $0
Bill Mills (Board Member) $0 $0
Rob Reifsnyder (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$214,595
Expenses
$187,924
Net Income
$26,671
Net Assets
$269,894
Notable Sources of Revenue Percent of Total Revenue
Contributions $214,555
100.0%
Program Services $0
Investment Income $17
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $23
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $92,500
49.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $290,621
Total Liabilities $20,727
Net Assets $269,894
Compensation
Key Employees and Officers Compensation Related Other
Amber Kelleher (President And Ceo) $92,500 $0 $5,400
Carl Zapora (Chairperson) $0 $0 $0
Susan Gilmore (Board Chair Elect) $0 $0 $0
Ed John (Treasurer) $0 $0 $0
Susan Dunn (Secretary) $0 $0 $0
Deborah Bayle (Vice Chairperson) $0 $0 $0
David Lee (Vice Chairperson) $0 $0 $0
Joe Tolan (Vice Chairperson) $0 $0 $0
Ralph Gregory (Immediate Past Board Chair) $0 $0 $0
Dick Aft (Emeritus Board Member) $0 $0 $0
Shannon Abitbol (Board Member) $0 $0 $0
Barbara Edmond (Board Member) $0 $0 $0
Roger Frick (Board Member) $0 $0 $0
Thelma Garza (Board Member) $0 $0 $0
Janet Jackson (Board Member) $0 $0 $0
Bill Mills (Board Member) $0 $0 $0
Ed Rivera (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$170,218
Expenses
$166,144
Net Income
$4,074
Net Assets
$216,497
Notable Sources of Revenue Percent of Total Revenue
Contributions $161,612
94.9%
Program Services $0
Investment Income $6
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $218,322
Total Liabilities $1,825
Net Assets $216,497
Compensation
Key Employees and Officers Compensation Other
Amber Kelleher (President And Ceo) $92,442 $0
Ralph Gregory (Board Chair) $0 $0
Carl Zapora (Board Chair Elect) $0 $0
Roger Frick (Treasurer) $0 $0
Carole Watson (Secretary) $0 $0
Dick Aft (Board Member Emeritis) $0 $0
Deborah Bayle (Board Member) $0 $0
Susan Dunn (Board Member) $0 $0
Barbara Edmond (Board Member) $0 $0
Susan Gilmore (Board Member) $0 $0
Janet Jackson (Board Member) $0 $0
Ed John (Board Member) $0 $0
David Lee (Board Member) $0 $0
William Mills (Board Member) $0 $0
Lovell Mosely (Board Member) $0 $0
Judy Quinlan (Board Member) $0 $0
Joe Tolan (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$180,304
Expenses
$178,652
Net Income
$1,652
Net Assets
$239,647
Notable Sources of Revenue Percent of Total Revenue
Contributions $171,339
95.0%
Program Services $0
Investment Income $7
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $256,626
Total Liabilities $16,979
Net Assets $239,647

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$206,151
Expenses
$211,993
Net Income
-$5,842
Net Assets
$222,546
Notable Sources of Revenue Percent of Total Revenue
Contributions $183,591
89.1%
Program Services $0
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $12,060
5.9%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $226,513
Total Liabilities $3,967
Net Assets $222,546

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$177,570
Expenses
$180,888
Net Income
-$3,318
Net Assets
$228,388
Notable Sources of Revenue Percent of Total Revenue
Contributions $164,242
92.5%
Program Services $0
Investment Income $1,228
0.7%
Net Fundraising $0
Sales of Assets $4,375
2.5%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $240,564
Total Liabilities $12,176
Net Assets $228,388

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$176,960
Expenses
$174,709
Net Income
$2,251
Net Assets
$240,467
Notable Sources of Revenue Percent of Total Revenue
Contributions $159,927
90.4%
Program Services $0
Investment Income $2,310
1.3%
Net Fundraising $0
Sales of Assets $7,033
4.0%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $257,355
Total Liabilities $16,888
Net Assets $240,467

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$176,081
Expenses
$174,761
Net Income
$1,320
Net Assets
$237,066
Notable Sources of Revenue Percent of Total Revenue
Contributions $165,302
93.9%
Program Services $0
Investment Income $1,681
1.0%
Net Fundraising $0
Sales of Assets $1,315
0.7%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $246,924
Total Liabilities $9,858
Net Assets $237,066

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$161,637
Expenses
$170,343
Net Income
-$8,706
Net Assets
$214,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $150,135
92.9%
Program Services $0
Investment Income $1,287
0.8%
Net Fundraising $0
Sales of Assets $1,513
0.9%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $226,143
Total Liabilities $12,002
Net Assets $214,141

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$159,783
Expenses
$148,340
Net Income
$11,443
Net Assets
$208,530
Notable Sources of Revenue Percent of Total Revenue
Contributions $147,714
92.4%
Program Services $0
Investment Income $1,882
1.2%
Net Fundraising $0
Sales of Assets $1,662
1.0%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $217,209
Total Liabilities $8,679
Net Assets $208,530

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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