Nonprofit · EIN 13-3443360
MUTUAL OF AMERICA FOUNDATION
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,017,224 | $1,167,224 | -$150,000 | $135,891 | $35,891 | $100,000 |
| December 31, 2024 | 990-PF | $2,881,732 | $2,890,375 | -$8,643 | $654,162 | $554,162 | $100,000 |
| December 31, 2023 | 990-PF | $2,807,368 | $2,855,674 | -$48,306 | $614,687 | $514,687 | $100,000 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,017,224
Expenses
- Grants and similar amounts paid
- $833,788
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,167,224
Balance sheet and other
- Total assets, start of year
- $654,162
- Total assets, end of year
- $135,891
- Total liabilities, end of year
- $35,891
- Net assets, end of year
- $100,000
- Fair market value of assets
- $135,891
- Qualifying distributions
- $1,167,224
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA WIENCKEN 320 PARK AVENUE, NEW YORK, NY 100226839 | CHAIRMAN OF THE BOARD, DIRECTOR | 0 | $0 |
| ALISON MILLER 320 PARK AVENUE, NEW YORK, NY 100226839 | PRESIDENT, DIRECTOR | 0 | $0 |
| JOHN CLARE 320 PARK AVENUE, NEW YORK, NY 100226839 | VICE PRESIDENT, DIRECTOR | 0 | $0 |
| JAMIE ZENDEL 320 PARK AVENUE, NEW YORK, NY 100226839 | VICE PRESIDENT | 0 | $0 |
| DEBRA JUNIO 320 PARK AVENUE, NEW YORK, NY 100226839 | TREASURER | 0 | $0 |
| AMY LATKIN 320 PARK AVENUE, NEW YORK, NY 100226839 | SECRETARY | 0 | $0 |
| DEBRA CRUZ 320 PARK AVENUE, NEW YORK, NY 100226839 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA M LOUGHRY 320 PARK AVENUE, NEW YORK, NY 100226839 | CHAIRMN, PRES, CEO & DIRECTOR | 0 | $0 |
| MICHELLE A ROZICH 320 PARK AVENUE, NEW YORK, NY 100226839 | EVP, RISK MGMT, & INTERNAL AUDITOR | 0 | $0 |
| AFERDITA GUTIERREZ 320 PARK AVENUE, NEW YORK, NY 100226839 | EVP & CFO | 0 | $0 |
| PAUL F STEPHEN 320 PARK AVENUE, NEW YORK, NY 100226839 | DIRECTOR | 0 | $0 |
| THOMASIN MULLEN 320 PARK AVENUE, NEW YORK, NY 100226839 | DIRECTOR | 0 | $0 |
| DEBRA CRUZ 320 PARK AVENUE, NEW YORK, NY 100226839 | DIRECTOR | 0 | $0 |
| SARA WIENCKEN 320 PARK AVENUE, NEW YORK, NY 100226839 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA M LOUGHRY 320 PARK AVENUE, NEW YORK, NY 100226839 | CHAIRMN, PRES, CEO & DIRECTOR | 0 | $0 |
| MICHELLE A ROZICH 320 PARK AVENUE, NEW YORK, NY 100226839 | EVP, RISK MGMT, & INTERNAL AUDITOR | 0 | $0 |
| AFERDITA GUTIERREZ 320 PARK AVENUE, NEW YORK, NY 100226839 | EVP & CFO | 0 | $0 |
| PAUL F STEPHEN 320 PARK AVENUE, NEW YORK, NY 100226839 | DIRECTOR | 0 | $0 |
| THOMASIN MULLEN 320 PARK AVENUE, NEW YORK, NY 100226839 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 320 PARK AVENUE CORPORATE TAX, NEW YORK, NY 10022-6839
- In care of
- % CHRISTOPHER MISEO
- Signed the 990-PF
- DEBRA JUNIO, TREASURER
- Phone
- (212) 224-1909
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3443360
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21Z)
- Assets (IRS master file)
- $135,891
- Income (IRS master file)
- $1,017,224
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,017,224 | $1,167,224 | $135,891 | XML |
| 990-PF | December 2024 | $2,881,732 | $2,890,375 | $654,162 | XML |
| 990-PF | December 2023 | $2,807,368 | $2,855,674 | $614,687 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 13-3443360).
Questions about MUTUAL OF AMERICA FOUNDATION
- What is the EIN of MUTUAL OF AMERICA FOUNDATION?
- The employer identification number (EIN) of MUTUAL OF AMERICA FOUNDATION is 13-3443360.
- Is MUTUAL OF AMERICA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to MUTUAL OF AMERICA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MUTUAL OF AMERICA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MUTUAL OF AMERICA FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MUTUAL OF AMERICA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MUTUAL OF AMERICA FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does MUTUAL OF AMERICA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,017,224, expenses of $1,167,224 and total assets of $135,891 at year end.
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