Nonprofit · EIN 13-1624231
THE YWCA RETIREMENT FUND INC
Tax-exempt · NEW YORK, NY 10006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $19,949,886 | $38,285,230 | -$18,335,344 | $407,169,940 | $6,958,343 | $400,211,597 |
| December 31, 2023 | 990 | $22,166,251 | $38,117,486 | -$15,951,235 | $386,659,520 | $7,493,409 | $379,166,111 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $17,071,328
- Investment income
- $2,878,558
- Net gain from sales of assets
- -$564,532
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $29,859,373
- Compensation of officers, directors and key employees
- $706,010
- Other salaries and wages
- $21,032
- Salaries, compensation and benefits (total)
- $3,549,986
- Professional fundraising fees
- $0
- Legal fees
- $270,417
- Accounting fees
- $109,720
- Occupancy
- $568,105
- Travel
- $89,648
- Depreciation
- $956,554
- Program services (functional)
- $29,859,373
- Management and general (functional)
- $8,425,857
Balance sheet and other
- Total assets, start of year
- $386,659,520
- Total assets, end of year
- $407,169,940
- Total liabilities, end of year
- $6,958,343
- Net assets, end of year
- $400,211,597
- Land, buildings and equipment
- $7,370,488
- Publicly traded securities
- $73,417,587
- Net assets without donor restrictions
- $400,211,597
- Gross receipts
- $399,379,319
- Employees
- 21
- Volunteers
- 10
- Year formed
- 1925
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Elliott Buchholz | Chief Executive Officer Officer | 35 | $415,422 | $66,228 |
| Joseph DeRocchis | Chief Financial Officer / Chief Operating Officer Officer | 35 | $290,588 | $61,571 |
| Guedner Villette | Systems manager Highest-paid employee | 35 | $215,576 | $34,651 |
| Paul Li | Systems Applications Manager Highest-paid employee | 35 | $199,866 | $42,336 |
| Michael Sangregorio | Controller Highest-paid employee | 35 | $173,783 | $49,383 |
| Josephine Chow | Contributions Manager Highest-paid employee | 35 | $177,753 | $30,502 |
| Mark Gallagher | Member Services Manager Highest-paid employee | 35 | $149,249 | $11,957 |
| Deborah G Ullman | President Trustee or director | 2 | $0 | $0 |
| Jan C Stewart | Vice President Trustee or director | 1 | $0 | $0 |
| Margaret S Neilly | Treasurer Trustee or director | 1 | $0 | $0 |
| Jacqueline W Bostic | Secretary Trustee or director | 1 | $0 | $0 |
| Barbara B Glass | Board Member Trustee or director | 1 | $0 | $0 |
| Kathleen Granchelli | Board Member Trustee or director | 1 | $0 | $0 |
| Margaret Mitchell | Board Member Trustee or director | 1 | $0 | $0 |
| Diana Gibson | Board Member Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sondra Vitols | Board Member Trustee or director | 1 | $0 |
| Marilee Lau | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Elliott Buchholz | Chief Executive Officer Officer | 35 | $360,490 | $65,328 |
| Joseph DeRocchis | Chief Financial Officer / Chief Operating Officer Officer | 35 | $269,380 | $59,535 |
| Guedner Villette | Systems manager Highest-paid employee | 35 | $208,425 | $33,945 |
| Paul Li | Systems Applications Manager Highest-paid employee | 35 | $190,802 | $41,675 |
| Michael Sangregorio | Controller Highest-paid employee | 35 | $162,158 | $48,286 |
| Josephine Chow | Contributions Manager Highest-paid employee | 35 | $170,469 | $29,554 |
| Lynne Lavelle | Communications Director Highest-paid employee | 35 | $136,780 | $25,664 |
| Deborah G Ullman | President Trustee or director | 2 | $0 | $0 |
| Jan C Stewart | Vice President Trustee or director | 1 | $0 | $0 |
| Margaret S Neilly | Treasurer Trustee or director | 1 | $0 | $0 |
| Jacqueline W Bostic | Secretary Trustee or director | 1 | $0 | $0 |
| Barbara B Glass | Board Member Trustee or director | 2 | $0 | $0 |
| Kathleen Granchelli | Board Member Trustee or director | 1 | $0 | $0 |
| Margaret Mitchell | Board Member Trustee or director | 1 | $0 | $0 |
| Diana Gibson | Board Member Trustee or director | 1 | $0 | $0 |
| Sondra Vitols | Board Member Trustee or director | 1 | $0 | $0 |
| Marilee Lau | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 55 BROADWAY FL 17, NEW YORK, NY 10006-3742
- In care of
- % JOSEPH DEROCCHIS
- Principal officer (990 for 2024)
- Elliott Buchholz, 55 Broadway, Fl 17, New York, NY 10006
- Signed the 990
- Joseph DeRocchis, Chief Financial Officer
- Phone
- (212) 922-9500
- Website
- ywcarf.org
Mission
Provides retirement benefits to eligible participants.
Program accomplishments
- The Fund provides participants with lump sum benefit payments upon retirement or termination of employment from participating YWCA's.Expenses $18,683,341
- The Fund provides retirement annuity benefits to eligible participants, employees, and beneficiaries.Expenses $10,194,605
- The Fund makes payments to beneficiaries upon the death of a participant or annuitant when applicable.Expenses $981,427
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-1624231
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1942
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y430)
- Assets (IRS master file)
- $407,169,940
- Income (IRS master file)
- $399,379,319
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $19,949,886 | $38,285,230 | $407,169,940 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $22,166,251 | $38,117,486 | $386,659,520 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $18,633,090 | $34,603,136 | $370,541,445 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-1624231).
Questions about THE YWCA RETIREMENT FUND INC
- What is the EIN of THE YWCA RETIREMENT FUND INC?
- The employer identification number (EIN) of THE YWCA RETIREMENT FUND INC is 13-1624231.
- Is THE YWCA RETIREMENT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to THE YWCA RETIREMENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE YWCA RETIREMENT FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE YWCA RETIREMENT FUND INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE YWCA RETIREMENT FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE YWCA RETIREMENT FUND INC?
- The 990 for the year ended December 31, 2024 names Elliott Buchholz.
- Who are the officers and directors of THE YWCA RETIREMENT FUND INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 7 received compensation from the organization, the highest $415,422 (Elliott Buchholz, Chief Executive Officer).
- How much revenue does THE YWCA RETIREMENT FUND INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $19,949,886, expenses of $38,285,230 and total assets of $407,169,940 at year end.
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