EIN 13-5562401

YMCA Retirement Fund

IRS 501(c) type
501(c)(3)
Num. employees
130
Year formed
1921
Most recent tax filings
2024-06-01
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
$606,354,941
2024
Total expenses
$578,530,290
2024
Total assets
$9,217,436,636
2024
Num. employees
130
2024

Program areas at YMCA Retirement Fund

The Ymca Retirement Fund provided monthly annuity payments to approximately 17,116 retired Ymca employees with an average annual annuity of approximately $20,668. During the fiscal year ended june 30, 2024, the Ymca Retirement Fund provided benefits (including death and disability benefits) in excess of $509,558,000. 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
Ymca of the USASupport Grant$40,000
Springfield CollegeSupport Grant$35,000
...and 2 more grants made

Who funds YMCA Retirement Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
The Leona M and Harry B Helmsley Charitable TrustGeneral Operating Support$10,000
G A Fowler Family FoundationPromoting Health and Wellness$10,000
The Leona M and Harry B Helmsley Charitable TrustGeneral Operating Support$7,500

Personnel at YMCA Retirement Fund

NameTitleCompensation
Michael CefolePresident and Chief Executive Officer$1,297,283
Derrick StewartExecutive Vice President and Chief Operating Officer$719,649
Vanessa BoulousChief Operations Officer - - External / Chief Operations Officer - External$606,238
Hunter ReisnerChief Investment Officer$2,354,008
Gerard RescignoChief Information Officer$673,026
...and 13 more key personnel

Financials for YMCA Retirement Fund

RevenuesFYE 06/2024
Total grants, contributions, etc.$271,034
Program services$171,379,563
Investment income and dividends$57,827,259
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$376,877,085
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$606,354,941

Form 990s for YMCA Retirement Fund

Fiscal year endingDate received by IRSFormPDF link
2024-062024-11-13990View PDF
2023-062023-11-14990View PDF
2022-062022-11-14990View PDF
2021-062021-11-14990View PDF
2020-062021-03-01990View PDF
...and 11 more Form 990s

Organizations like YMCA Retirement Fund

OrganizationLocationRevenue
The Jewish Federations of North America (JFNA)New York, NY$278,666,826
World VisionFederal Way, WA$1,510,055,945
Georgia Tech FoundationAtlanta, GA$238,958,217
Texas A&M FoundationCollege Station, TX$293,348,517
The Michael J. Fox Foundation for Parkinsons ResearchNew York, NY$316,078,272
University of Illinois FoundationChampaign, IL$450,262,389
Greater Kansas City Community FoundationKansas City, MO$462,146,418
Feed the ChildrenOklahoma City, OK$408,871,015
KU EndowmentLawrence, KS$302,294,908
Tulsa Community FoundationTulsa, OK$329,499,026
Data update history
March 27, 2025
Received grants
Identified 2 new grant, including a grant for $10,000 from The Leona M and Harry B Helmsley Charitable Trust
January 22, 2025
Posted financials
Added Form 990 for fiscal year 2024
January 12, 2025
Updated personnel
Identified 2 new personnel
January 11, 2025
Used new vendors
Identified 3 new vendors, including , , and
January 3, 2025
Received grants
Identified 1 new grant, including a grant for $10,000 from G A Fowler Family Foundation
Nonprofit Types
Grantmaking organizationsMutual assistance organizationsChapter / child organizationsCharities
Issues
No issues found
Characteristics
LobbyingOperates internationallyTax deductible donationsAccepts online 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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