Unitarian Universalist Friends Retreat Foundation

Analysis

Unitarian Universalist Friends Retreat Foundation is a registered charity in United States, based in Dallas, TX. It received its IRS tax-exemption ruling in December 2019, 7 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Unitarian Universalist Friends Retreat Foundation reported income of $268k and spending of $140k, leaving 48% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income fell from $1.0m to $268k (-74%), an average of -29% a year. The sharpest change came in the year to December 2020, when income dropped by 90%. Over the whole period it spent 35% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Unitarian Universalist Friends Retreat Foundation sits at the 64th percentile: it is larger than about 64% of them. Against every charity in United States with reported income it ranks in the 60th percentile, and in the 64th percentile within TX. Charities of a similar size with the same main cause include Detectives Endowment Association Widows & Childrens Fund Inc ($268k), McCaw Family Foundation Inc ($268k) and Douglas County Education Foundation ($268k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 48% and program service revenue 50% of the total. Compensation of current officers, directors and key employees was $16k (11% of expenses). Other salaries and wages came to $37k. At year end it held assets of $2.0m against liabilities of $338k, net assets of $1.6m. It reported 13 employees.