NonprofitsYoung Mens Christian Association Retirement Fund

Mutual & Membership Benefit

Young Mens Christian Association Retirement Fund

NEW YORK, NY

Total revenue

$649.3M

Total expenses

$663.1M

Net assets

$1.1B

Grants received

$20K

2 grants

EIN

135562401

Tax year

2024

Mission

The mission of the YMCA Retirement Fund is to partner with YMCAs to help those who serve others build a foundation for financial security in retirement.

Financials

FY 2024

Revenue

Contributions & grants$297K
Program service revenue$176.2M
Investment income$472.8M
Other revenue
Total revenue$649.3M

Expenses

Grants paid$311K
Salaries & benefits$41.3M
Fundraising
Other expenses$30.3M
Total expenses$663.1M
Total assets$10.3B
Net assets$1.1B

People

28 listed

NameRoleCompensation

MICHAEL CEFOLE

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Board

$2.3M

40 hrs/wk

HUNTER REISNER

CHIEF INVESTMENT OFFICER

Board

$1.8M

40 hrs/wk

DERRICK STEWART

EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER

Board

$810K

40 hrs/wk

GORDON BAILEY

CHIEF ADMINISTRATIVE OFFICER

Board

$793K

40 hrs/wk

JOHN QUINONES

GENERAL COUNSEL

Board

$701K

40 hrs/wk

LAUREN A KOONTZ

TRUSTEE VOLUNTEER

Board

2 hrs/wk

MARK BAUMGARTNER

TRUSTEE VOLUNTEER

Board

2 hrs/wk

POOJA RAHMAN

TRUSTEE VOLUNTEER AS OF 9/24

Board

2 hrs/wk

PATRICIA HAVERLAND

VICE CHAIRMAN

Board

2 hrs/wk

STEPHEN IVES

TRUSTEE VOLUNTEER

Board

2 hrs/wk

W KELVIN WALKER

TRUSTEE VOLUNTEER

Board

2 hrs/wk

SCOTT C EVANS

TRUSTEE VOLUNTEER

Board

2 hrs/wk

WILLIAM D RUECKERT

CHAIRMAN

Board

2 hrs/wk

BRIAN T PEDERSON

TRUSTEE VOLUNTEER

Board

2 hrs/wk

CARA-ANNE GAGLIANO

TRUSTEE VOLUNTEER AS OF 5/25

Board

2 hrs/wk

CHRISTINE C MARCKS

TRUSTEE VOLUNTEER

Board

2 hrs/wk

CHRISTOPHER O BLUNT

TRUSTEE VOLUNTEER

Board

2 hrs/wk

DAVID CONNELL

TRUSTEE VOLUNTEER AS OF 2/25

Board

2 hrs/wk

JACQUELINE D JENKINS

TRUSTEE VOLUNTEER AS OF 9/24

Board

2 hrs/wk

JAYESH BHANSALI

TRUSTEE VOLUNTEER

Board

2 hrs/wk

JOSEPH R WEIST

TRUSTEE VOLUNTEER

Board

2 hrs/wk

JURIJ Z KUSHNER

TRUSTEE VOLUNTEER UNTIL 12/24

Board

2 hrs/wk

MARK SINNI

DEPUTY CHIEF INVESTMENT OFFICER

Staff

$1.3M

40 hrs/wk

GERARD RESCIGNO

CHIEF INFORMATION OFFICER

Staff

$1.1M

40 hrs/wk

SULEYMAN GOKCAN

SENIOR MANAGING DIRECTOR OF RISK

Staff

$993K

40 hrs/wk

JOHN MAIMONE MEDWICK

INVESTMENT DIRECTOR

Staff

$829K

40 hrs/wk

KATHERINE GRANT

INVESTMENT DIRECTOR

Staff

$700K

40 hrs/wk

ERIK STROBEL

INVESTMENT DIRECTOR

Staff

$587K

40 hrs/wk

Independent contractors

RGM CAPITAL LLC

INVESTMENT MANAGEMENT

$2.5M

DALTON INVESTMENTS LLC

INVESTMENT MANAGEMENT

$2.1M

SDC CAPITAL PARTNERS

INVESTMENT MANAGEMENT

$2.0M

GOLDENTREE CLARENCE ASSET MANAGEMENT

INVESTMENT MANAGEMENT

$2.0M

ALYESKA INVESTMENT GROUP LP

INVESTMENT MANAGEMENT

$1.9M

Grants received

Showing 2 of 2

FromAmountPurposeYear
$500
THE PURPOSE OF THE YMCA RETIREMENT FUND IS TO SUPPORT YMCAS BY PROVIDING PENSION AND WELFARE BENEFIT PROGRAMS TO EMPOWER YMCA EMPLOYEES TO ACHIEVE ECONOMIC SECURITY DURING THEIR WORKING AND RETIREMENT YEARS, THEREBY RESULTING IN LOYALTY TO THE YMCA MOVEMENT.
2019

Funded by

$20K from 2 funders · 2 grants · 2017–2019

Details

EIN135562401
NTEE codeY300
Subsection03
Ruling date1951-08
Formed1921
Employees135
Volunteers17
YOUNG MENS CHRISTIAN ASSOCIATION RETIREMENT FUND — Mission, Financials & Grants Received | Grantivo