Young Mens Christian Association Retirement Fund

Ymca Retirement Fund

New York, NY
Tax-exempt since Aug. 1951
EIN: 13-5562401

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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: Mutual/Membership Benefit Organizations, Other / Pension and Retirement Funds (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2024 tax filing, this nonprofit:

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$606M (2024)

Expenses

$579M (2024)

Total Assets

$9.22B (2024)

Total Liabilities

$8.5B (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings 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.

Fiscal Year Ending June
2024

Revenue

$606,354,941

Expenses

$578,530,290

Net Income

$27,824,651

Net Assets

$717,162,054

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$271,034	0.0%
Program Services	$171,379,563	28.3%
Investment Income	$57,827,259	9.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$376,877,085	62.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,879,459	1.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$25,096,897	4.3%

Assets/Debt
Total Assets	$9,217,436,636
Total Liabilities	$8,500,274,582
Net Assets	$717,162,054

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Hunter Reisner (Chief Investment Officer)	$2,354,008	$0	$100,837
Michael Cefole (President And Chief Executive Officer)	$1,297,283	$0	$100,747
Mark Sinni (Deputy Chief Investment Officer)	$1,251,901	$0	$77,726
Suleyman Gokcan (Senior Managing Director Of Risk)	$928,290	$0	$106,967
Derrick Stewart (Executive Vice President & Chief Operating Officer)	$719,649	$0	$104,246
Gerard Rescigno (Chief Information Officer)	$673,026	$0	$96,364
John Quinones (General Counsel)	$671,575	$0	$96,963
John Maimone Medwick (Investment Director)	$665,652	$0	$55,564
Katherine Grant (Investment Director)	$639,407	$0	$39,523
Erik Strobel (Investment Director)	$529,101	$0	$58,229
Gordon Bailey (Chief Administrative Officer)	$497,023	$0	$35,861
Patricia Haverland (Vice Chairman)	$0	$0	$0
William D Rueckert (Chairman)	$0	$0	$0
Brian T Pederson (Trustee Volunteer)	$0	$0	$0
Christine C Marcks (Trustee Volunteer)	$0	$0	$0
Christopher O Blunt (Trustee Volunteer)	$0	$0	$0
Jayesh Bhansali (Trustee Volunteer As Of 12/23)	$0	$0	$0
Joseph R Weist (Trustee Volunteer)	$0	$180,069	$27,670
Jurij Z Kushner (Trustee Volunteer)	$0	$0	$0
Lauren A Koontz (Trustee Volunteer)	$0	$483,029	$36,068
Mark Baumgartner (Trustee Volunteer)	$0	$0	$0
Scott C Evans (Trustee Volunteer)	$0	$0	$0
Stephen Ives (Trustee Volunteer)	$0	$0	$0
W Kelvin Walker (Trustee Volunteer)	$0	$0	$0
Denise Day (Board Officer Until 5/22)	$0	$294,861	$39,112

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990

Filed on Nov. 13, 2024

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Fiscal Year Ending June
2023

Revenue

$523,401,858

Expenses

$162,089,830

Net Income

$361,312,028

Net Assets

$373,638,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$267,007	0.1%
Program Services	$165,071,818	31.5%
Investment Income	$50,924,134	9.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$307,138,899	58.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$10,611,929	6.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$19,025,543	11.7%

Assets/Debt
Total Assets	$8,764,780,414
Total Liabilities	$8,391,141,856
Net Assets	$373,638,558

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Scott Dolfi (President And Chief Executive Officer Until 6/2022)	$1,527,289	$0	$58,410
Hunter Reisner (Chief Investment Officer)	$1,495,367	$0	$93,100
Mark Sinni (Deputy Chief Investment Officer)	$1,025,605	$0	$79,723
Suleyman Gokcan (Senior Managing Director Of Risk)	$833,821	$0	$98,834
Michael Cefole (President And Chief Executive Officer As Of 12/2022)	$815,861	$0	$57,160
Ivan Manolov (Senior Portfolio Manager)	$771,485	$0	$39,727
John Quinones (General Counsel)	$646,448	$0	$101,455
Gerard Rescigno (Chief Information Officer)	$630,135	$0	$87,845
John Maimone Medwick (Investment Director)	$558,555	$0	$50,639
James G Kirschner (Chief Strategy Officer)	$547,042	$0	$91,241
Derrick Stewart (Executive Vice President & Chief Operating Officer)	$500,542	$0	$94,729
Erik Strobel (Investment Director)	$490,585	$0	$52,609
Erik Moss (Investment Director)	$436,749	$0	$51,732
Marcela Deitrich (Senior Vice President Customer Service & Operations)	$392,619	$0	$60,791
Kerri Hayes (Assistant General Counsel)	$375,949	$0	$100,418
Patrick Lachanski (Senior Vice President Head Of Finance)	$362,837	$0	$38,326
Lisa Worthy (Senior Vice President Finance)	$354,856	$0	$95,332
Elizabeth Delgado (Vice President Human Resources)	$347,475	$0	$75,497
Nicholas Pon (Investment Director)	$344,708	$0	$49,927
Elizabeth Kurilla (Vice President Internal Audit)	$296,395	$0	$89,683
Matthew Blanchette (Vice President Actuary)	$287,433	$0	$37,763
Patricia Haverland (Vice Chairman)	$0	$0	$0
William D Rueckert (Chairman)	$0	$0	$0
Brian T Pederson (Trustee Volunteer)	$0	$0	$0
Christine C Marcks (Trustee Volunteer)	$0	$0	$0
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990

Filed on Nov. 14, 2023

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Fiscal Year Ending June
2022

Revenue

$660,536,629

Expenses

$136,700,872

Net Income

$523,835,757

Net Assets

$262,281,190

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$264,522	0.0%
Program Services	$229,811,333	34.8%
Investment Income	$19,476,719	2.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$410,984,055	62.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$9,856,350	7.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$14,579,310	10.7%

Assets/Debt
Total Assets	$8,897,894,205
Total Liabilities	$8,635,613,015
Net Assets	$262,281,190

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Scott Dolfi (President And Chief Executive Officer)	$1,543,223	$0	$61,576
Hunter Reisner (Chief Investment Officer)	$1,250,104	$0	$88,232
Mark Sinni (Senior Portfolio Manager)	$737,457	$0	$67,962
Michael Cefole (Chief Financial Officer)	$644,717	$0	$21,366
Ivan Manolov (Senior Portfolio Manager)	$633,963	$0	$58,412
Suleyman Gokcan (Director Of Risk)	$631,752	$0	$92,888
John Quinones (General Counsel)	$627,684	$0	$93,810
Gerard Rescigno (Chief Information Officer)	$609,247	$0	$58,976
James G Kirschner (Chief Strategy Officer)	$454,142	$0	$87,954
Won Lee (Portfolio Manager)	$433,896	$0	$88,897
Vanessa Boulous (Chief Operations Officer External Until 9/2020)	$433,510	$0	$4,074
Matthew Hershey (Investment Manager)	$421,908	$0	$48,343
Marcela Deitrich (Senior Vice President Customer Service)	$379,212	$0	$58,883
John Maimone Medwick (Investment Manager)	$368,378	$0	$48,454
Kerri Hayes (Assistant General Counsel)	$345,391	$0	$97,381
Lisa Worthy (Senior Vice President Finance)	$341,762	$0	$95,147
Elizabeth Delgado (Vice President Human Resources)	$314,588	$0	$70,239
Susan Duffy (Senior Counsel)	$309,606	$0	$36,628
Vincent M De Sio (Chief Financial Officer Until 9/2020)	$309,606	$0	$5,227
Elizabeth Kurilla (Vice President Internal Audit)	$288,176	$0	$85,796
Patrick Lachanski (Vp Fp & A)	$210,903	$0	$25,584
Derrick J Stewart (Trustee Volunteer Served Until 9/2021\ Svp Education & Communication)	$89,081	$167,584	$51,890
Denise Day (Vice Chairman Served Until 5/2022)	$0	$494,831	$54,885
William D Rueckert (Chairman)	$0	$0	$0
Angela Brock Kyle (Trustee Volunteer Served Until 3/2022)	$0	$0	$0
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990

Filed on Nov. 15, 2022

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990-T

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Fiscal Year Ending June
2021

Revenue

$593,466,560

Expenses

$1,459,358,073

Net Income

-$865,891,513

Net Assets

-$197,934,869

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$219,162	0.0%
Program Services	$234,429,651	39.5%
Investment Income	$19,927,497	3.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$338,890,250	57.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$7,771,585	0.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$13,512,208	0.9%

Assets/Debt
Total Assets	$8,789,752,286
Total Liabilities	$8,987,687,155
Net Assets	-$197,934,869

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Hunter Reisner (Chief Investment Officer)	$2,080,354	$0	$88,780
Scott Dolfi (President And Chief Executive Officer)	$1,412,022	$0	$37,496
Mark Sinni (Senior Portfolio Manager)	$640,168	$0	$56,874
Vincent M De Sio (Chief Financial Officer Until 9/2020)	$623,767	$0	$66,959
John Quinones (General Counsel)	$620,245	$0	$93,938
Ivan Manolov (Senior Portfolio Manager)	$608,976	$0	$58,091
Vanessa Boulous (Chief Operations Officer External Until 9/2020)	$606,238	$0	$61,051
Gerard Rescigno (Chief Information Officer)	$576,726	$0	$44,732
Suleyman Gokcan (Director Of Risk)	$521,338	$0	$92,284
James G Kirschner (Chief Strategy Officer)	$435,280	$0	$88,656
Won Lee (Portfolio Manager)	$418,529	$0	$89,989
Marcela Deitrich (Senior Vice President Customer Service)	$359,040	$0	$60,332
Lisa Worthy (Senior Vice President Finance)	$328,563	$0	$95,535
Matthew Hershey (Investment Manager)	$316,158	$0	$55,989
Kerri Hayes (Assistant General Counsel)	$296,924	$0	$97,098
Elizabeth Delgado (Vice President Human Resources)	$295,918	$0	$67,168
Elizabeth Kurilla (Vice President Internal Audit)	$274,963	$0	$87,090
Michael Cefole (Chief Financial Officer As Of 10/2020)	$147,441	$0	$7,553
Denise Day (Vice Chairman)	$0	$307,602	$34,268
William D Rueckert (Chairman)	$0	$0	$0
Angela Brock Kyle (Trustee Volunteer)	$0	$0	$0
Barbara A Bettin (Trustee Volunteer)	$0	$253,955	$35,673
Christine C Marcks (Trustee Volunteer)	$0	$0	$0
D Scott Luttrell (Trustee Volunteer Until 12/2020)	$0	$0	$0
David M Martin (Trustee Volunteer)	$0	$0	$0
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990

Filed on Nov. 14, 2021

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Fiscal Year Ending June
2020

Revenue

$376,378,755

Expenses

$895,180,810

Net Income

-$518,802,055

Net Assets

-$1,073,480,519

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$243,766	0.1%
Program Services	$225,232,397	59.8%
Investment Income	$26,607,081	7.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$44,405
Sales of Assets	$124,339,916	33.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$7,408,329	0.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$11,160,514	1.2%

Assets/Debt
Total Assets	$7,103,381,831
Total Liabilities	$8,176,862,350
Net Assets	-$1,073,480,519

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Hunter Reisner (Chief Investment Officer)	$1,152,555	$0	$298,000
John M Preis (President And Chief Executive Officer Until 6/2019)	$970,488	$0	$78,154
Mark Sinni (Portfolio Manager)	$610,651	$0	$55,622
John Quinones (General Counsel)	$589,937	$0	$94,095
Jeremy Rosenberg (Portfolio Manager Until 4/2020)	$535,729	$0	$70,247
Suleyman Gokcan (Director Of Risk)	$488,936	$0	$92,047
Vanessa Boulous (Chief Operations Officer External)	$465,719	$0	$81,806
Vincent M De Sio (Chief Financial Officer)	$457,582	$0	$94,154
James G Kirschner (Chief Strategy Officer)	$428,129	$0	$89,350
Peter Lee (Portfolio Manager)	$406,930	$0	$80,891
Ivan Manolov (Portfolio Manager)	$374,958	$0	$49,180
Marcela Deitrich (Senior Vice President Customer Service)	$346,704	$0	$59,368
Lisa Worthy (Senior Vice President Finance)	$319,361	$0	$82,438
Scott Dolfi (President And Chief Executive Officer As Of 7/2019)	$317,658	$0	$5,146
Elliott Buchholz (Chief Operations Officer Internal Until 6/2019)	$310,583	$0	$56,210
Elizabeth Delgado (Vice President Human Resources)	$280,468	$0	$74,581
Elizabeth Kurilla (Vice President Internal Audit)	$277,236	$0	$86,219
Kerri Hayes (Senior Counsel)	$269,656	$0	$97,938
Maureen Haley (Vice President Applications Development Until 12/2019)	$235,792	$0	$55,835
Gerard Rescigno (Chief Information Officer As Of 11/2019)	$68,211	$0	$34,330
Denise Day (Vice Chairman)	$0	$398,423	$61,862
William D Rueckert (Chairman As Of 1/2020)	$0	$0	$0
William Holby (Chairman Until 12/31/2019)	$0	$0	$0
Angela Brock Kyle (Trustee Volunteer)	$0	$0	$0
Barbara A Bettin (Trustee Volunteer)	$0	$246,742	$36,797
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990

Filed on Nov. 10, 2020

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990-T

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Fiscal Year Ending June
2019

Revenue

$463,113,745

Expenses

$644,156,964

Net Income

-$181,043,219

Net Assets

-$432,027,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$226,969	0.0%
Program Services	$190,535,358	41.1%
Investment Income	$32,587,924	7.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$49,713
Sales of Assets	$239,813,207	51.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$7,558,984	1.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$10,200,493	1.6%

Assets/Debt
Total Assets	$7,251,001,000
Total Liabilities	$7,683,028,630
Net Assets	-$432,027,630

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
John M Preis (President And Chief Executive Officer Until 6/2019)	$1,010,345	$0	$85,856
Hunter Reisner (Chief Investment Officer)	$969,250	$0	$296,834
John Quinones (General Counsel)	$560,561	$0	$92,873
Mark Sinni (Portfolio Manager)	$507,473	$0	$57,205
Ivan Manolov (Portfolio Manager)	$455,489	$0	$67,935
Suleyman Gokcan (Director Of Risk)	$453,774	$0	$88,060
Elliott Buchholz (Chief Operations Officer Internal Until 6/2019)	$446,999	$0	$92,520
Vanessa Boulous (Chief Operations Officer External)	$440,115	$0	$78,237
Jeremy Rosenberg (Portfolio Manager)	$438,347	$0	$59,881
Gregory Rozolsky (Portfolio Manager)	$437,809	$0	$65,357
Vincent M De Sio (Chief Financial Officer)	$429,787	$0	$93,574
James G Kirschner (Chief Strategy Officer)	$403,253	$0	$88,515
Marcela Deitrich (Senior Vice President Customer Service)	$311,572	$0	$43,999
Lisa Worthy (Senior Vice President Finance)	$303,295	$0	$78,826
Elizabeth Delgado (Vice President Human Resources)	$262,489	$0	$61,371
Elizabeth Kurilla (Vice President Internal Audit)	$261,566	$0	$67,084
Maureen Haley (Vice President Applications Development)	$209,597	$0	$53,081
Kerri Hayes (Senior Counsel)	$197,003	$0	$70,913
William Holby (Chairman)	$0	$0	$0
Denise Day (Vice Chairman)	$0	$375,047	$42,925
Eric K Mann (Trustee Volunteer)	$0	$338,183	$29,771
Mark Baumgartner (Trustee Volunteer)	$0	$0	$0
Barbara A Bettin (Trustee Volunteer)	$0	$239,319	$35,787
Angela Brock Kyle (Trustee Volunteer)	$0	$0	$0
Sandra J Morander (Trustee Volunteer)	$0	$287,713	$54,054
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990

Filed on Nov. 11, 2019

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990-T

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Fiscal Year Ending June
2018

Revenue

$429,608,174

Expenses

$970,698,849

Net Income

-$541,090,675

Net Assets

-$365,483,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$262,856	0.1%
Program Services	$178,480,762	41.5%
Investment Income	$26,462,184	6.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$44,409
Sales of Assets	$224,446,781	52.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,842,619	0.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$10,544,534	1.1%

Assets/Debt
Total Assets	$7,129,297,904
Total Liabilities	$7,494,781,091
Net Assets	-$365,483,187

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
John M Preis (President And Chief Executive Officer)	$979,909	$0	$65,630
Hunter Reisner (Chief Investment Officer)	$949,103	$0	$273,553
Neil Nag (Portfolio Manager)	$588,238	$0	$36,102
John Quinones (General Counsel)	$534,791	$0	$70,538
Li Tan (Portfolio Manager Eq)	$460,086	$0	$70,201
Elliott Buchholz (Chief Operations Officer Internal)	$448,178	$0	$71,795
Suleyman Gokcan (Director Of Risk)	$444,827	$0	$37,662
Mark Sinni (Portfolio Manager)	$441,088	$0	$48,222
Vanessa Boulous (Chief Operations Officer External)	$422,099	$0	$62,968
Vincent M De Sio (Chief Financial Officer)	$416,338	$0	$74,468
Gregory Rozolsky (Portfolio Manager)	$413,960	$0	$47,250
Ivan Manolov (Portfolio Manager)	$412,008	$0	$51,680
James G Kirschner (Chief Strategy Officer)	$394,980	$0	$71,616
Marcela Deitrich (Vice President Customer Service)	$300,755	$0	$39,925
Lisa Worthy (Vice President Finance)	$279,606	$0	$71,292
Elizabeth Delgado (Vice President Human Resources)	$250,255	$0	$56,847
Elizabeth Kurilla (Vice President Internal Audit)	$249,881	$0	$62,171
Kerri Hayes (Senior Counsel)	$222,300	$0	$64,578
Maureen Haley (Vp Applications Development)	$202,980	$0	$51,880
William Holby (Chairman)	$0	$0	$0
Denise Day (Vice Chairman)	$0	$377,310	$41,530
Eric K Mann (Trustee Volunteer)	$0	$354,313	$52,754
Mark Baumgartner (Trustee Volunteer)	$0	$0	$0
Barbara A Bettin (Trustee Volunteer)	$0	$231,501	$34,719
Angela Brock Kyle (Trustee Volunteer)	$0	$0	$0
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990

Filed on Nov. 13, 2018

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending June
2017

Revenue

$516,788,022

Expenses

$569,227,286

Net Income

-$52,439,264

Net Assets

-$199,093,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$244,802	0.0%
Program Services	$184,029,361	35.6%
Investment Income	$29,575,359	5.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$38,571
Sales of Assets	$302,977,071	58.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,227,579	1.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$10,945,632	1.9%

Assets/Debt
Total Assets	$6,684,628,047
Total Liabilities	$6,883,721,224
Net Assets	-$199,093,177

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
John M Preis (President And Chief Executive Officer)	$830,807	$0	$64,189
Hunter Reisner (Chief Investment Officer)	$674,264	$0	$274,996
Neil Nag (Portfolio Manager)	$471,060	$0	$35,411
John Quinones (General Counsel)	$444,585	$0	$70,224
Li Tan (Portfolio Manager Eq)	$414,619	$0	$77,879
Vanessa Boulous (Chief Operations Officer External)	$401,854	$0	$68,262
Elliott Buchholz (Chief Operations Officer Internal)	$397,874	$0	$70,078
Vincent M De Sio (Chief Financial Officer)	$369,619	$0	$76,953
James G Kirschner (Chief Strategy Officer)	$347,608	$0	$77,935
David Slifka (Portfolio Manager Re)	$334,000	$0	$71,902
Louise Howard (Portfolio Manager)	$302,400	$0	$572
David I Landau (Portfolio Manager Pe)	$291,899	$0	$67,976
Ivan Manolov (Portfolio Manager)	$283,729	$0	$42,532
Gregory Rozolsky (Portfolio Manager)	$282,276	$0	$48,361
Marcela Dietrich (Vice President Customer Service)	$255,400	$0	$36,624
Lisa Worthy (Vice President Finance)	$243,467	$0	$65,591
Elizabeth Kurilla (Vice President Internal Audit)	$220,394	$0	$55,168
Elizabeth Delgado (Vice President Human Resources)	$212,998	$0	$48,642
Maureen Haley (Vp Applications Development)	$176,306	$0	$3,818
Kerri Hayes (Senior Counsel)	$162,083	$0	$58,312
William Holby (Chairman)	$0	$0	$0
Denise Day (Vice Chairman)	$0	$380,342	$43,728
Eric K Mann (Trustee Volunteer)	$0	$331,447	$47,084
Mark Baumgartner (Trustee Volunteer)	$0	$0	$0
Barbara A Bettin (Trustee Volunteer)	$0	$220,771	$33,387
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990

Filed on Nov. 7, 2017

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2016

Revenue

$284,104,945

Expenses

$460,165,587

Net Income

-$176,060,642

Net Assets

-$604,823,513

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$235,774	0.1%
Program Services	$171,377,957	60.3%
Investment Income	$39,672,232	14.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$44,545
Sales of Assets	$72,863,527	25.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$5,457,653	1.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$10,751,243	2.3%

Assets/Debt
Total Assets	$6,133,685,280
Total Liabilities	$6,738,508,793
Net Assets	-$604,823,513

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
John M Preis (President And Chief Executive Officer)	$935,468	$0	$62,236
Hunter Reisner (Chief Investment Officer)	$919,710	$0	$121,525
Neil Nag (Portfolio Manager)	$531,931	$0	$6,309
David Slifka (Portfolio Manager Re)	$516,037	$0	$71,609
Li Tan (Portfolio Manager Eq)	$495,078	$0	$71,524
John Quinones (General Counsel)	$433,454	$0	$64,759
Elliott Buchholz (Chief Operations Officer Internal)	$399,197	$0	$69,880
Vincent M De Sio (Chief Financial Officer)	$375,328	$0	$72,191
David I Landau (Portfolio Manager Pe)	$370,062	$0	$78,042
James G Kirschner (Chief Strategy Officer)	$367,183	$0	$80,891
Vanessa Boulous (Chief Operations Officer External)	$365,167	$0	$69,290
Louise Howard (Portfolio Manager)	$327,047	$0	$24,986
Gregory Rozolsky (Portfolio Manager)	$306,069	$0	$46,999
Marcela Dietrich (Vice President Customer Service)	$245,999	$0	$35,926
Lisa Worthy (Vice President Finance)	$245,848	$0	$59,038
Elizabeth Kurilla (Vice President Internal Audit)	$214,340	$0	$53,768
Elizabeth Delgado (Vice President Human Resources)	$198,581	$0	$48,055
William Holby (Chairman)	$0	$0	$0
Eric K Mann (Vice Chairman)	$0	$300,253	$24,424
Mark Baumgartner (Trustee Volunteer)	$0	$0	$0
Barbara A Bettin (Trustee Volunteer)	$0	$220,519	$33,143
Angela Brock Kyle (Trustee Volunteer)	$0	$0	$0
Denise Day (Trustee Volunteer)	$0	$394,482	$46,584
Carmelita Gallo (Trustee Volunteer)	$0	$268,379	$43,964
Joseph R Weist (Trustee Volunteer)	$0	$135,186	$23,368
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990

Filed on Nov. 10, 2016

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2015

Revenue

$644,127,211

Expenses

$789,975,312

Net Income

-$145,848,101

Net Assets

-$112,546,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$250,863	0.0%
Program Services	$173,043,327	26.9%
Investment Income	$55,891,647	8.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$44,243
Sales of Assets	$414,985,617	64.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$5,137,334	0.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$9,452,315	1.2%

Assets/Debt
Total Assets	$6,494,299,952
Total Liabilities	$6,606,846,103
Net Assets	-$112,546,151

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
John M Preis (President And Chief Executive Officer)	$860,934	$0	$83,194
Hunter Reisner (Chief Investment Officer)	$844,295	$0	$85,417
David Slifka (Portfolio Manager Re)	$481,037	$0	$83,720
Li Tan (Portfolio Manager Eq)	$434,914	$0	$81,734
Louise Howard (Fixed Income Manager)	$429,798	$0	$60,158
John Quinones (General Counsel)	$405,520	$0	$83,963
David I Landau (Portfolio Manager Pe)	$403,416	$0	$87,361
Elliott Buchholz (Chief Operations Officer Internal)	$394,866	$0	$80,569
Vincent M De Sio (Chief Financial Officer)	$355,762	$0	$80,263
Vanessa Boulous (Chief Operations Officer External)	$354,605	$0	$73,649
James G Kirschner (Chief Strategy Officer)	$337,343	$0	$79,098
Greg Rozolsky (Portfolio Manager)	$270,223	$0	$50,295
Lisa Worthy (Vice President Finance)	$247,508	$0	$60,241
Marcela Dietrich (Vice President Customer Service)	$241,990	$0	$36,601
Elizabeth Delgado (Vice President Human Resources)	$194,145	$0	$45,133
Elizabeth Kurilla (Vice President Internal Audit)	$165,044	$0	$37,140
William Holby (Chairman)	$0	$0	$0
Eric K Mann (Vice Chairman)	$0	$300,252	$34,549
Mark Baumgartner (Trustee Volunteer As Of 1/1/2015)	$0	$0	$0
Barbara A Bettin (Trustee Volunteer As Of May 2015)	$0	$199,370	$30,029
Daniel L Cooper (Trustee Volunteer)	$0	$214,158	$28,613
Denise Day (Trustee Volunteer)	$0	$307,452	$42,132
Carmelita Gallo (Trustee Volunteer)	$0	$259,106	$46,337
Carlos Gonzalez (Trustee Volunteer)	$0	$0	$0
Stephen Ives (Trustee Volunteer As Of 1/1/2015)	$0	$0	$0
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990

Filed on Nov. 6, 2015

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending June
2014

Revenue

$851,214,136

Expenses

$542,103,929

Net Income

$309,110,207

Net Assets

$256,333,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$979,279	0.1%
Program Services	$159,808,132	18.8%
Investment Income	$68,922,768	8.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$33,413
Sales of Assets	$621,537,370	73.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,729,536	0.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$8,819,382	1.6%

Assets/Debt
Total Assets	$6,530,613,723
Total Liabilities	$6,274,280,606
Net Assets	$256,333,117

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
John M Preis (President And Chief Executive Officer)	$933,658	$0	$76,028
Hunter Reisner (Chief Investment Officer)	$841,376	$0	$79,783
David Slifka (Portfolio Manager Re)	$490,263	$0	$80,821
Louise A Howard (Portfolio Manager Fi)	$488,791	$0	$59,352
Li Tan (Portfolio Manager Eq)	$468,580	$0	$51,182
David I Landau (Portfolio Manager Pe)	$437,806	$0	$83,366
John Quinones (General Counsel)	$392,634	$0	$76,677
Elliott Buchholz (Chief Operations Officer Internal)	$345,938	$0	$67,661
Vincent M De Sio (Chief Financial Officer)	$337,721	$0	$73,875
Vanessa Boulous (Chief Operations Officer External)	$325,099	$0	$63,417
James G Kirschner (Chief Strategy Officer)	$322,885	$0	$71,673
Lisa Worthy (Vice President Finance)	$213,175	$0	$50,750
Marcela Deitrich (Vice President Customer Service)	$213,061	$0	$30,730
Elizabeth Delgado (Vice President Human Resources)	$164,894	$0	$37,095
Christopher Tyd (Director Technical Services)	$162,332	$0	$46,828
Denise Day (Trustee Volunteer)	$0	$293,808	$40,418
Kristianne Blake (Trustee Volunteer)	$0	$0	$0
John Clymer (Trustee Volunteer)	$0	$0	$0
Jurij Z Kushner (Trustee Volunteer)	$0	$0	$0
Elizabeth T Frank (Trustee Volunteer)	$0	$0	$0
Carmelita Gallo (Trustee Volunteer)	$0	$256,755	$43,223
Carlos Gonzalez (Trustee Volunteer)	$0	$0	$0
William A Holby (Trustee Volunteer)	$0	$0	$0
Eric Mann (Vice Chairman)	$0	$371,312	$27,073
Georganne Perkins (Trustee Volunteer)	$0	$0	$0
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990

Filed on Nov. 5, 2014

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending June
2013

Revenue

$446,532,051

Expenses

$483,413,435

Net Income

-$36,881,384

Net Assets

-$219,849,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$183,688	0.0%
Program Services	$175,306,543	39.3%
Investment Income	$79,729,352	17.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$36,261
Sales of Assets	$191,348,729	42.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,504,386	0.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$8,119,279	1.7%

Assets/Debt
Total Assets	$5,856,440,812
Total Liabilities	$6,076,290,786
Net Assets	-$219,849,974

990

Filed on Dec. 21, 2013

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending June
2012

Revenue

$246,879,354

Expenses

$488,005,082

Net Income

-$241,125,728

Net Assets

-$481,037,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$129,487	0.1%
Program Services	$165,566,285	67.1%
Investment Income	$73,177,104	29.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$45,470
Sales of Assets	$8,051,948	3.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,328,133	0.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$7,394,012	1.5%

Assets/Debt
Total Assets	$5,351,178,008
Total Liabilities	$5,832,215,125
Net Assets	-$481,037,117

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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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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.
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By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
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Updated December 20, 2024

Young Mens Christian Association Retirement Fund

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $606M (2024)

Expenses $579M (2024)

Total Assets $9.22B (2024)

Total Liabilities $8.5B (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2015

Revenue

$606M (2024)

Expenses

$579M (2024)

Total Assets

$9.22B (2024)

Total Liabilities

$8.5B (2024)

Fiscal Year Ending June
2024

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 June
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002