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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.
Source: IRS Form 990 (Tax Year 2025)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$649.3M
Program Spending
97%
of total expenses go to program services
Total Contributions
$297.3K
Total Expenses
▼$663.1M
Total Assets
$10.3B
Total Liabilities
▼$9.2B
Net Assets
$1.1B
Officer Compensation
→$8.2M
Other Salaries
$26.6M
Investment Income
$472.8M
Fundraising
▼N/A
Tax Year 2024 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $175K
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
ARMED SERVICES YMCA36-3274346 | WOODBRIDGE, VA | $112.5K | Cash | SUPPORT GRANT |
YMCA OF THE USA36-3258696 | CHICAGO, IL | $30K | Cash | SUPPORT GRANT |
SPRINGFIELD COLLEGE YMCA | SPRINGFIELD, MA | $22.5K | Cash | SUPPORT GRANT |
YMCA ALUMNI91-1704431 | West Chester, OH | $10K | Cash | SUPPORT GRANT |
| Total | $175K | |||
WOODBRIDGE, VA
$112.5K
CHICAGO, IL
$30K
SPRINGFIELD COLLEGE YMCA
SPRINGFIELD, MA
$22.5K
West Chester, OH
$10K
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: SOUNK
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $649.3M | $297.3K | $663.1M | $10.3B | $1.1B |
| 2023IRS e-File | $606.4M | $271K | $578.5M | $9.2B | $717.2M |
| 2022 | $660.5M | $264.5K | $136.7M | $8.9B | $262.3M |
| 2021 | $593.5M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2025 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2024 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Michael Cefole | President And Chief Executive Officer | 40 | $2.3M | $0 | $102.9K | $2.4M |
| Hunter Reisner | Chief Investment Officer | 40 | $1.8M | $0 | $103.7K | $1.9M |
| Derrick Stewart | Executive Vice President & Chief Operating Officer | 40 | $810.2K | $0 | $104.5K | $914.7K |
| Gordon Bailey | Chief Administrative Officer | 40 | $793.2K | $0 | $79K | $872.2K |
| John Quinones | General Counsel | 40 | $701.2K | $0 | $98.9K | $800.1K |
| Patricia Haverland | Vice Chairman | 2 | $0 | $0 | $0 | $0 |
| William D Rueckert | Chairman | 2 | $0 | $0 | $0 | $0 |
Michael Cefole
President And Chief Executive Officer
$2.4M
Hrs/Wk
40
Compensation
$2.3M
Related Orgs
$0
Other
$102.9K
Hunter Reisner
Chief Investment Officer
$1.9M
Hrs/Wk
40
Compensation
$1.8M
Related Orgs
$0
Other
$103.7K
Derrick Stewart
Executive Vice President & Chief Operating Officer
$914.7K
Hrs/Wk
40
Compensation
$810.2K
Related Orgs
$0
Other
$104.5K
Gordon Bailey
Chief Administrative Officer
$872.2K
Hrs/Wk
40
Compensation
$793.2K
Related Orgs
$0
Other
$79K
John Quinones
General Counsel
$800.1K
Hrs/Wk
40
Compensation
$701.2K
Related Orgs
$0
Other
$98.9K
Patricia Haverland
Vice Chairman
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
William D Rueckert
Chairman
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Mark Sinni | Deputy Chief Investment Officer | 40 | $1.3M | $0 | $82.6K | $1.4M |
| Gerard Rescigno | Chief Information Officer | 40 | $1.1M | $0 | $98.3K | $1.2M |
| Suleyman Gokcan | Senior Managing Director Of Risk | 40 | $993.4K | $0 |
Mark Sinni
Deputy Chief Investment Officer
$1.4M
Hrs/Wk
40
Compensation
$1.3M
Related Orgs
$0
Other
$82.6K
Gerard Rescigno
Chief Information Officer
$1.2M
Hrs/Wk
40
Compensation
$1.1M
Related Orgs
$0
Other
$98.3K
Suleyman Gokcan
Senior Managing Director Of Risk
$1.1M
Hrs/Wk
40
Compensation
$993.4K
Related Orgs
$0
Other
$108.6K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Brian T Pederson | Trustee Volunteer | 2 | $0 | $0 | $0 | $0 |
| Cara-Anne Gagliano | Trustee Volunteer As Of 5/25 | 2 | $0 | $0 | $0 | $0 |
| Christine C Marcks | Trustee Volunteer | 2 | $0 | $0 | $0 | $0 |
| Christopher O Blunt | Trustee Volunteer | 2 | $0 | $0 | $0 | $0 |
| David Connell | Trustee Volunteer As Of 2/25 |
Brian T Pederson
Trustee Volunteer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Cara-Anne Gagliano
Trustee Volunteer As Of 5/25
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Christine C Marcks
Trustee Volunteer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
| $219.2K |
| $1.5B |
| $8.8B |
| -$197.9M |
| 2020 | $376.4M | $243.8K | $895.2M | $7.1B | -$1.1B |
| 2019 | $463.1M | $227K | $644.2M | $7.3B | -$432M |
| 2018 | $429.6M | $262.9K | $970.7M | $7.1B | -$365.5M |
| 2017 | $516.8M | $244.8K | $569.2M | $6.7B | -$199.1M |
| 2016 | $284.1M | $235.8K | $460.2M | $6.1B | -$604.8M |
| 2015 | $644.1M | $250.9K | $790M | $6.5B | -$112.5M |
| 2014 | $851.2M | $979.3K | $542.1M | $6.5B | $256.3M |
| 2013 | $446.5M | $183.7K | $483.4M | $5.9B | -$219.8M |
| 2012 | $246.9M | $129.5K | $488M | $5.4B | -$481M |
| 2022 | 990 | Data |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | — |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| $108.6K |
| $1.1M |
| John Maimone Medwick | Investment Director | 40 | $829.3K | $0 | $59.3K | $888.7K |
| Katherine Grant | Investment Director | 40 | $700.4K | $0 | $78.8K | $779.1K |
| Erik Strobel | Investment Director | 40 | $586.6K | $0 | $60K | $646.6K |
John Maimone Medwick
Investment Director
$888.7K
Hrs/Wk
40
Compensation
$829.3K
Related Orgs
$0
Other
$59.3K
Katherine Grant
Investment Director
$779.1K
Hrs/Wk
40
Compensation
$700.4K
Related Orgs
$0
Other
$78.8K
Erik Strobel
Investment Director
$646.6K
Hrs/Wk
40
Compensation
$586.6K
Related Orgs
$0
Other
$60K
| 2 |
| $0 |
| $341.8K |
| $60.3K |
| $402.1K |
| Jacqueline D Jenkins | Trustee Volunteer As Of 9/24 | 2 | $0 | $0 | $0 | $0 |
| Jayesh Bhansali | Trustee Volunteer | 2 | $0 | $0 | $0 | $0 |
| Joseph R Weist | Trustee Volunteer | 2 | $0 | $186.6K | $27.2K | $213.8K |
| Jurij Z Kushner | Trustee Volunteer Until 12/24 | 2 | $0 | $0 | $0 | $0 |
| Lauren A Koontz | Trustee Volunteer | 2 | $0 | $456K | $47K | $503.1K |
| Mark Baumgartner | Trustee Volunteer | 2 | $0 | $0 | $0 | $0 |
| Pooja Rahman | Trustee Volunteer As Of 9/24 | 2 | $0 | $0 | $0 | $0 |
| Scott C Evans | Trustee Volunteer | 2 | $0 | $0 | $0 | $0 |
| Stephen Ives | Trustee Volunteer | 2 | $0 | $0 | $0 | $0 |
| W Kelvin Walker | Trustee Volunteer | 2 | $0 | $0 | $0 | $0 |
Christopher O Blunt
Trustee Volunteer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
David Connell
Trustee Volunteer As Of 2/25
$402.1K
Hrs/Wk
2
Compensation
$0
Related Orgs
$341.8K
Other
$60.3K
Jacqueline D Jenkins
Trustee Volunteer As Of 9/24
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Jayesh Bhansali
Trustee Volunteer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Joseph R Weist
Trustee Volunteer
$213.8K
Hrs/Wk
2
Compensation
$0
Related Orgs
$186.6K
Other
$27.2K
Jurij Z Kushner
Trustee Volunteer Until 12/24
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Lauren A Koontz
Trustee Volunteer
$503.1K
Hrs/Wk
2
Compensation
$0
Related Orgs
$456K
Other
$47K
Mark Baumgartner
Trustee Volunteer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Pooja Rahman
Trustee Volunteer As Of 9/24
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Scott C Evans
Trustee Volunteer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Stephen Ives
Trustee Volunteer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
W Kelvin Walker
Trustee Volunteer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0