Union Retirement Association

Clackamas, OR
Tax-exempt since Nov. 1987
EIN: 93-0840517

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Type of Nonprofit

Designated as a 501(c)(3) 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: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.23M (2023)

Expenses

$1.03M (2023)

Total Assets

$7.89M (2023)

Total Liabilities

$7.82M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits 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.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending June
2023

Revenue

$1,227,503

Expenses

$1,034,192

Net Income

$193,311

Net Assets

$73,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,227,224	100.0%
Investment Income	$279	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$134,746	13.0%

Assets/Debt
Total Assets	$7,889,655
Total Liabilities	$7,816,311
Net Assets	$73,344

Compensation

Key Employees and Officers	Compensation	Related	Other
Edward Barnes (Director)	$0	$0	$0
Dean E Kirkland (President)	$0	$0	$0
Gary Rhodehouse (Secretary Tr)	$0	$0	$0
Jack Roy (Director)	$0	$0	$0
Drew Simpson (Vice Preside)	$0	$0	$0

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990

Filed on Jan. 4, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2022

Revenue

$1,111,493

Expenses

$935,085

Net Income

$176,408

Net Assets

-$119,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,111,341	100.0%
Investment Income	$152	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$133,251	14.3%

Assets/Debt
Total Assets	$7,860,417
Total Liabilities	$7,980,384
Net Assets	-$119,967

Compensation

Key Employees and Officers	Compensation	Related	Other
Edward Barnes (Director)	$0	$0	$0
Dean E Kirkland (President)	$0	$0	$0
Gary Rhodehouse (Secretary Tr)	$0	$0	$0
Jack Roy (Director)	$0	$0	$0
Drew Simpson (Vice Preside)	$0	$0	$0

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990

Filed on Feb. 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2021

Revenue

$1,074,965

Expenses

$786,341

Net Income

$288,624

Net Assets

-$463,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,074,749	100.0%
Investment Income	$216	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$128,711	16.4%

Assets/Debt
Total Assets	$1,601,597
Total Liabilities	$2,065,074
Net Assets	-$463,477

Compensation

Key Employees and Officers	Compensation	Related	Other
Edward Barnes (Director)	$0	$0	$0
Dean E Kirkland (President)	$0	$0	$0
Gary Rhodehouse (Secretary Tr)	$0	$0	$0
Jack Roy (Director)	$0	$0	$0
Drew Simpson (Vice Preside)	$0	$0	$0

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990

Filed on April 28, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2020

Revenue

$877,551

Expenses

$737,841

Net Income

$139,710

Net Assets

-$752,101

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$877,307	100.0%
Investment Income	$244	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$122,509	16.6%

Assets/Debt
Total Assets	$1,351,990
Total Liabilities	$2,104,091
Net Assets	-$752,101

Compensation

Key Employees and Officers	Compensation	Related	Other
Edward Barnes (Director)	$0	$0	$0
Dean E Kirkland (President)	$0	$0	$0
Gary Rhodehouse (Secretary Tr)	$0	$0	$0
Jack Roy (Director)	$0	$0	$0
Drew Simpson (Vice Preside)	$0	$0	$0

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990

Filed on May 11, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2019

Revenue

$822,130

Expenses

$770,922

Net Income

$51,208

Net Assets

-$891,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$821,922	100.0%
Investment Income	$208	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$136,456	17.7%

Assets/Debt
Total Assets	$1,264,292
Total Liabilities	$2,156,103
Net Assets	-$891,811

Compensation

Key Employees and Officers	Compensation	Related	Other
Dean E Kirkland (President)	$0	$0	$0
Gary Rhodehouse (Secretary Tr)	$0	$0	$0
Edward Barnes (Director)	$0	$0	$0
Drew Simpson (Vice Preside)	$0	$0	$0
Jack Roy (Director)	$0	$0	$0

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990

Filed on May 18, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2018

Revenue

$809,530

Expenses

$654,703

Net Income

$154,827

Net Assets

$1,705,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$809,318	100.0%
Investment Income	$212	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$116,543	17.8%

Assets/Debt
Total Assets	$3,962,520
Total Liabilities	$2,257,290
Net Assets	$1,705,230

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Revenue

$794,954

Expenses

$675,953

Net Income

$119,001

Net Assets

$1,550,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$794,723	100.0%
Investment Income	$231	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$117,988	17.5%

Assets/Debt
Total Assets	$3,852,600
Total Liabilities	$2,302,197
Net Assets	$1,550,403

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Revenue

$780,349

Expenses

$653,608

Net Income

$126,741

Net Assets

$1,431,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$780,099	100.0%
Investment Income	$250	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$113,057	17.3%

Assets/Debt
Total Assets	$3,788,205
Total Liabilities	$2,356,803
Net Assets	$1,431,402

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$765,709

Expenses

$636,314

Net Income

$129,395

Net Assets

$1,304,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$765,265	99.9%
Investment Income	$444	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$116,993	18.4%

Assets/Debt
Total Assets	$3,813,227
Total Liabilities	$2,508,569
Net Assets	$1,304,658

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$753,918

Expenses

$674,308

Net Income

$79,610

Net Assets

$1,175,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$752,592	99.8%
Investment Income	$0
Bond Proceeds	$1,326	0.2%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$115,431	17.1%

Assets/Debt
Total Assets	$3,602,053
Total Liabilities	$2,426,790
Net Assets	$1,175,263

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$530,243

Expenses

$634,545

Net Income

-$104,302

Net Assets

$1,095,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$528,316	99.6%
Investment Income	$1,927	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$111,659	17.6%

Assets/Debt
Total Assets	$3,563,593
Total Liabilities	$2,467,940
Net Assets	$1,095,653

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$732,913

Expenses

$632,842

Net Income

$100,071

Net Assets

$1,199,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$729,965	99.6%
Investment Income	$2,948	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$116,588	18.4%

Assets/Debt
Total Assets	$3,700,736
Total Liabilities	$2,500,781
Net Assets	$1,199,955

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$717,456

Expenses

$874,868

Net Income

-$157,412

Net Assets

$1,099,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$713,688	99.5%
Investment Income	$3,768	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$118,003	13.5%

Assets/Debt
Total Assets	$3,628,772
Total Liabilities	$2,528,888
Net Assets	$1,099,884

990

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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 »

Get the Data

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.

API

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By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 2, 2024

Union Retirement Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.23M (2023)

Expenses $1.03M (2023)

Total Assets $7.89M (2023)

Total Liabilities $7.82M (2023)

Tax Filings and Audits by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audits

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audits

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audits

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audits

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audits

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2011

Revenue

$1.23M (2023)

Expenses

$1.03M (2023)

Total Assets

$7.89M (2023)

Total Liabilities

$7.82M (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending Dec.
2006

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001