YOUNG MENS CHRISTIAN ASSOCIATION RETIREMENT FUND
120 Broadway, New York, NY 102711999 www.yretirement.org

Total Revenue
$376,378,755
Total Expenses
$895,180,810
Net Assets
$-1,073,480,519
Organizations Filed Purposes: 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.

To provide pension and welfare benefits for YMCA employees. (See Part III or Schedule O for the complete mission statement.)

THE YMCA RETIREMENT FUND PROVIDED MONTHLY ANNUITY PAYMENTS TO APPROXIMATELY 15,200 RETIRED YMCA EMPLOYEES WITH AN AVERAGE ANNUAL ANNUITY OF APPROXIMATELY $19,400. DURING THE FISCAL YEAR ENDED JUNE 30, 2020, THE YMCA RETIREMENT FUND PROVIDED BENEFITS (INCLUDING DEATH AND DISABILITY BENEFITS) IN EXCESS OF $842,220,000. THE FOLLOWING BUNDLED BENEFITS ARE PROVIDED TO ALL PARTICIPATING YMCA'S: RETIREMENT PLAN: A DEFINED CONTRIBUTION MONEY PURCHASE CHURCH PENSION PLAN THAT IS INTENDED TO SATISFY THE QUALIFICATION REQUIREMENTS OF SECTION 401(A) OF THE INTERNAL REVENUE CODE (CODE). TAX-DEFERRED SAVINGS PLAN: A RETIREMENT INCOME ACCOUNT PLAN AS DEFINED IN SECTION 403(B)(9) OF THE CODE. LIFE ANNUITIES TO RETIREES: THE YMCA RETIREMENT FUND PROVIDES ANNUITIES BASED UPON ACCUMULATED ACCOUNT BALANCES IN THE RETIREMENT PLAN AND TAX-DEFERRED SAVINGS PLAN TO PARTICIPANTS OF RETIREMENT AGE. DEATH AND DISABILITY BENEFITS: RETIREMENT DEATH AND DISABILITY BENEFITS ARE PROVIDED TO PARTICIPANTS OR THEIR BENEFICIARIES UPON DEATH OR PERMANENT TOTAL DISABILITY.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Hunter ReisnerCHIEF INVESTMENT OFFICER40$1,152,555
John M PreisPRESIDENT AND CHIEF EXECUTIVE OFFICER - UNTIL 6/201940$970,488
Mark SinniPORTFOLIO MANAGER40$610,651
John QuinonesGENERAL COUNSEL40$589,937
Jeremy RosenbergPORTFOLIO MANAGER UNTIL 4/202040$535,729
Suleyman GokcanDIRECTOR OF RISK40$488,936
Vanessa BoulousCHIEF OPERATIONS OFFICER - EXTERNAL40$465,719
Vincent M De SioCHIEF FINANCIAL OFFICER40$457,582
James G KirschnerCHIEF STRATEGY OFFICER40$428,129
Peter LeePORTFOLIO MANAGER40$406,930
Ivan ManolovPORTFOLIO MANAGER40$374,958
Marcela DeitrichSENIOR VICE PRESIDENT - CUSTOMER SERVICE40$346,704
Lisa WorthySENIOR VICE PRESIDENT - FINANCE40$319,361
Scott DolfiPRESIDENT AND CHIEF EXECUTIVE OFFICER AS OF 7/201940$317,658
Elliott BuchholzCHIEF OPERATIONS OFFICER - INTERNAL - UNTIL 6/201940$310,583
Elizabeth DelgadoVICE PRESIDENT - HUMAN RESOURCES40$280,468
Elizabeth KurillaVICE PRESIDENT - INTERNAL AUDIT40$277,236
Kerri HayesSENIOR COUNSEL40$269,656
Maureen HaleyVICE PRESIDENT - APPLICATIONS DEVELOPMENT UNTIL 12/201940$235,792
Gerard RescignoCHIEF INFORMATION OFFICER AS OF 11/201940$68,211
W Kelvin WalkerTRUSTEE VOLUNTEER2$0
Stephen IvesTRUSTEE VOLUNTEER2$0
Sandra J MoranderTRUSTEE VOLUNTEER2$0
Robert T LuttsTRUSTEE VOLUNTEER2$0
Patricia HaverlandTRUSTEE VOLUNTEER - AS OF 1/1/20202$0
Mark BaumgartnerTRUSTEE VOLUNTEER2$0
Jurij Z KushnerTRUSTEE VOLUNTEER2$0
Joseph R WeistTRUSTEE VOLUNTEER2$0
Eric K MannTRUSTEE VOLUNTEER2$0
David M MartinTRUSTEE VOLUNTEER2$0
D Scott LuttrellTRUSTEE VOLUNTEER2$0
Christine C MarcksTRUSTEE VOLUNTEER2$0
Barbara A BettinTRUSTEE VOLUNTEER2$0
Angela Brock-KyleTRUSTEE VOLUNTEER2$0
William HolbyCHAIRMAN UNTIL 12/31/20192$0
William D RueckertCHAIRMAN AS OF 1/20202$0
Denise DayVICE CHAIRMAN2$0
Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202023159349305157_public.xml

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