EIN 13-5562401

YMCA Retirement Fund

IRS 501(c) type
501(c)(3)
Num. employees
121
Year formed
1921
Most recent tax filings
2023-06-01
Description
The YMCA Retirement Fund strives to be a results-driven, high quality provider of financial services and education to its three constituent groups: Participants, Retirees and YMCAs as employers.
Related structure
YMCA Retirement Fund is a subordinate organization under Young Mens Christian Association of the North.
Also known as...
Young Men's Christian Association Retirement Fund
Total revenues
$523,401,858
2023
Total expenses
$162,089,830
2023
Total assets
$8,764,780,414
2023
Num. employees
121
2023

Program areas at YMCA Retirement Fund

The Ymca Retirement Fund provided monthly annuity payments to approximately 16,797 retired Ymca employees with an average annual annuity of approximately $20,408. During the fiscal year ended june 30, 2023, the Ymca Retirement Fund provided benefits (including death and disability benefits) in excess of $97,245,000. The following bundled benefits are provided to all participating ymca's: Retirement plan: a defined contribution money purchase church pension plan that is intended to satisfy the qualification requirements of section 401(a) of the internal revenue code (code). Tax-deferred savings plan: a Retirement income account plan as defined in section 403(b)(9) of the code. Life annuities to retirees: the Ymca Retirement Fund provides annuities based upon accumulated account balances in the Retirement plan and tax-deferred savings plan to participants of Retirement age. Death and disability benefits: Retirement death and disability benefits are provided to participants or their beneficiaries upon death or permanent total disability.

Grants made by YMCA Retirement Fund

GranteeGrant descriptionAmount
Armed Services Ymca of the USASupport Grant$100,000
Springfield CollegeSupport Grant$42,000
Ymca of the USASupport Grant$37,500
...and 2 more grants made

Who funds YMCA Retirement Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
G A Fowler Family FoundationPromoting Health and Wellness$10,000
The Leona M and Harry B Helmsley Charitable TrustGeneral Operating Support$5,000

Personnel at YMCA Retirement Fund

NameTitleCompensation
Michael CefolePresident and Chief Executive Officer$815,861
Derrick StewartExecutive Vice President and Chief Operating Officer$500,542
Vanessa BoulousChief Operations Officer - - External / Chief Operations Officer - External$606,238
Hunter ReisnerChief Investment Officer$1,495,367
Gerard RescignoChief Information Officer$630,135
...and 20 more key personnel

Financials for YMCA Retirement Fund

RevenuesFYE 06/2023
Total grants, contributions, etc.$267,007
Program services$165,071,818
Investment income and dividends$50,924,134
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$307,138,899
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$523,401,858

Form 990s for YMCA Retirement Fund

Fiscal year endingDate received by IRSFormPDF link
2023-062023-11-14990View PDF
2022-062022-11-14990View PDF
2021-062021-11-14990View PDF
2020-062021-03-01990View PDF
2019-062020-02-07990View PDF
...and 10 more Form 990s

Organizations like YMCA Retirement Fund

OrganizationLocationRevenue
Marian UniversityIndianapolis, IN$180,104,345
Lucile Packard Foundation for Children's HealthPalo Alto, CA$230,032,578
Fermi Research Alliance LLCBatavia, IL$593,848,536
Seton Hall University (SHU)South Orange, NJ$526,525,000
Salve Regina UniversityNewport, RI$142,488,013
DeSales UniversityCenter Valley, PA$138,627,369
Barry UniversityMiami Shores, FL$215,717,199
Saint Anselm CollegeManchester, NH$137,656,527
Atrium Medical CenterDayton, OH$254,990,934
Niagara UniversityNiagara University, NY$164,568,562
Data update history
January 22, 2024
Updated personnel
Identified 5 new personnel
January 15, 2024
Posted financials
Added Form 990 for fiscal year 2023
January 1, 2024
Used new vendors
Identified 2 new vendors, including , and
December 27, 2023
Received grants
Identified 2 new grant, including a grant for $10,000 from G A Fowler Family Foundation
July 15, 2023
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Mutual assistance organizationsChapter / child organizationsCharities
Issues
No issues found
Characteristics
LobbyingOperates internationallyTax deductible donations
General information
Address
120 Broadway
New York, NY 10271
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
New York County, NY
Website URL
yretirement.org/ 
Phone
(800) 738-9622
Facebook page
ymcarf 
IRS details
EIN
13-5562401
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1921
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
Y30: Pension and Retirement Funds
NAICS code, primary
525110: Pension Funds
Parent/child status
Subordinate organization
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