Public Charity

THE YWCA RETIREMENT FUND INC

THE YWCA RETIREMENT FUND INC is a Public Charity headquartered in New York, NY. Financial data from the 2024 filing: $19.9M revenue, $38.3M expenses, $407.2M total assets.

EIN: 131624231 New York, NY Voluntary Employees Beneficiary Associations (Non-Government) NTEE: Y43 Latest filing: 2024
Total Revenue$19.9M
Total Expenses$38.3M
Total Assets$407.2M
Grant Records0
Filing Years2019–2024

Mission

Provides retirement benefits to eligible participants.

Where $100 goes at The YWCA Retirement Fund Inc

How The YWCA Retirement Fund Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$79 Programs the work itself
$21 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $79 for programs

$49
The Fund provides participants with lump sum benefit payments upon retirement or termination of employment from participating YWCA's
63% of program spending
$27
The Fund provides retirement annuity benefits to eligible participants, employees, and beneficiaries
34% of program spending
$3
The Fund makes payments to beneficiaries upon the death of a participant or annuitant when applicable
3% of program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Board Member Barbara B Glass
President Deborah G Ullman
Board Member Diana Gibson
Chief Executive Officer Elliott Buchholz
Systems manager Guedner Villette
Secretary Jacqueline W Bostic

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $19.9M $38.3M $407.2M
2023 $22.2M $38.1M $386.7M
2022 $18.6M $34.6M $370.5M
2020 $14.6M $32.9M $396.5M
2019 $23.5M $38.7M $382.2M

Between 2019 and 2024, reported annual revenue declined from $23.5M to $19.9M (-15%), with total assets most recently reported at $407.2M.

Interactive year-over-year charts and full filing details available with membership.

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