Nonprofit · EIN 38-3307408
UNIVERSITY OF MICHIGAN RETIREES ASSOCIATION INC
Tax-exempt · ANN ARBOR, MI 48108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $132,210 | $98,297 | $33,913 | $119,434 | – | $119,434 |
| December 31, 2024 | 990-EZ | $78,770 | $65,708 | $13,062 | $85,521 | – | $85,521 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $12,693
- Membership dues
- $36,940
- Program service revenue
- $80,871
- Investment income
- $1,706
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $4,740
- Occupancy
- $80,674
- Printing, publications and postage
- $12,883
- Program services (functional)
- $82,200
Balance sheet and other
- Total assets, start of year
- $85,521
- Total assets, end of year
- $119,434
- Total liabilities, end of year
- –
- Net assets, end of year
- $119,434
- Cash, savings and investments
- $119,434
- Gross receipts
- $132,210
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mike Kalasinski | President | 8 | $0 |
| Susan Shields | Vice-President | 10 | $0 |
| James Randolph | Secretary | 5 | $0 |
| James A Bell | Treasurer | 12 | $0 |
| Sharon Grayden | Editor UMRA News | 12 | $0 |
| Suzanne Selig | Faculty Senate Rep | 4 | $0 |
| Elaine Fellows | Board Member | 10 | $0 |
| Al Hermsen | Board Member | 6 | $0 |
| Esrold Nurse | Board Member | 4 | $0 |
| Rodger Wolf | Board Member | 14 | $0 |
| Ed Adams | Board Member | 10 | $0 |
| Vi Barkauskas | Board Member | 4 | $0 |
| Jack Kalbelfieisch | Board Member | 5 | $0 |
| Katherine Kurtz | Board Member | 20 | $0 |
| Jan Lach | Board Member | 4 | $0 |
990-EZ for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mike Kalasinski | President | 8 | $0 |
| Susan Shields | Vice-President | 10 | $0 |
| James Randolph | Secretary | 5 | $0 |
| James A Bell | Treasurer | 12 | $0 |
| Sharon Grayden | Editor UMRA News | 12 | $0 |
| Suzanne Selig | Faculty Senate Rep | 4 | $0 |
| Elaine Fellows | Board Member | 10 | $0 |
| Al Hermsen | Board Member | 6 | $0 |
| Esrold Nurse | Board Member | 4 | $0 |
| Rodger Wolf | Board Member | 14 | $0 |
| Ed Adams | Board Member | 10 | $0 |
| Vi Barkauskas | Board Member | 4 | $0 |
| Jack Kalbelfieisch | Board Member | 5 | $0 |
| Katherine Kurtz | Board Member | 20 | $0 |
| Jan Lach | Board Member | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 VICTORS WAY, ANN ARBOR, MI 48108-2744
- Mailing address (990-N for 2023)
- 6360 Hollowtree Ct, Saline MI 48176
- Principal officer (990-N for 2023)
- Rodger Wolf, 6360 Hollowtree Ct, Saline MI 48176
- Signed the 990-EZ
- James A Bell, Treasurer
- Phone
- (734) 647-2914
- Website
- umra.hr.umich.edu
- Return prepared by
- JAMES A BELL CPA
Mission
The following continuing activities, in order of importance: Informing retirees on changing health benefits. social hours, cultural programs. other informational bulletins.
Program accomplishments
- We hold an annual meeting,during open enrolloment withHuman Resourses present to discuss benefits. The meeting isStreamed and recorded and placed on the website.Expenses $2,200
- Meetings with speakers(9 plus a picnic)Also hosted the Big Ten Retirees conference this year.Expenses $31,000
- Day trips around Michigan and OhioExpenses $49,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 38-3307408
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $119,434
- Income (IRS master file)
- $132,210
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $132,210 | $98,297 | $119,434 | XML |
| 990-EZ | December 2024 | $78,770 | $65,708 | $85,521 | XML |
| 990-N for 2023 Officer: Rodger Wolf | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Rodger Wolf | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2021 Officer: Rodger Wolf | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Rodger A Wolf | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Rodger A Wolf | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3307408).
Questions about UNIVERSITY OF MICHIGAN RETIREES ASSOCIATION INC
- What is the EIN of UNIVERSITY OF MICHIGAN RETIREES ASSOCIATION INC?
- The employer identification number (EIN) of UNIVERSITY OF MICHIGAN RETIREES ASSOCIATION INC is 38-3307408.
- Is UNIVERSITY OF MICHIGAN RETIREES ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to UNIVERSITY OF MICHIGAN RETIREES ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF MICHIGAN RETIREES ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF MICHIGAN RETIREES ASSOCIATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF MICHIGAN RETIREES ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of UNIVERSITY OF MICHIGAN RETIREES ASSOCIATION INC?
- The 990-N for 2023 names Rodger Wolf.
- Who are the officers and directors of UNIVERSITY OF MICHIGAN RETIREES ASSOCIATION INC?
- The 990-EZ for the year ended December 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF MICHIGAN RETIREES ASSOCIATION INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $132,210, expenses of $98,297 and total assets of $119,434 at year end.
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