2022-11-01T10:47:47-07:00 2021-12-31 990 2021-01-01 131624231 The YWCA Retirement Fund Inc YWCA 2129229500 55 Broadway 17th FL New York NY 100063742 Joseph DeRocchis Chief Financial Officer 2129229506 2022-09-22 1 11 0 AAL2 2021 2022-09-23 18:48:47Z X Elliott Buchholz 55 Broadway 17th Floor New York NY 10006 345103740 0 X ywcarf.org X 1925 NY Provides retirement benefits to eligible participants. 6 6 19 6 0 0 0 0 12174937 13338405 2399431 8591024 0 0 14574368 21929429 0 0 25346537 28157160 2649803 3066157 0 0 0 4874285 4673714 32870625 35897031 -18296257 -13967602 396533041 403944541 2057901 2347196 394475140 401597345 Provides retirement benefits to eligible participants. 0 0 16238641 0 0 The Fund provides participants with lump sum benefit payments upon retirement or termination of employment from participating YWCA's. 11066282 0 0 The Fund provides retirement annuity benefits to eligible participants, employees, and beneficiaries. 852237 0 0 The Fund makes payments to beneficiaries upon the death of a participant or annuitant when applicable. 0 0 0 28157160 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 19 1 0 1 BR 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Joseph DeRocchis 2129229506 55 Broadway Floor 17 New York NY 10006 Elliott Buchholz Chief Executive Officer 35 0 X 325000 0 44545 Joseph DeRocchis Chief Financial Officer / Chief Operating Officer 35 0 X 250213 0 52340 Guedner Villette Systems manager 35 0 X 195615 0 31255 Paul Li Programmer 35 0 X 175654 0 36700 Michael Sangregorio Controller 35 0 X 150593 0 40458 Josephine Chow Contributions Manager 35 0 X 155634 0 26530 Sharon Anderson Benefits Manager 35 0 X 151176 0 25403 Deborah G Ullman President 2 0 X 0 0 0 Jan C Stewart Vice President 1 0 X 0 0 0 Margaret S Neilly Treasurer 1 0 X 0 0 0 Jacqueline W Bostic Secretary 1 0 X 0 0 0 Barbara B Glass Board Member 2 0 X 0 0 0 Kathleen Granchelli Board Member 1 0 X 0 0 0 Alejandra Castillo Board Member 1 0 X 0 0 0 1403885 0 257231 10 0 1 0 Strategic Investment Group 1001 Nineteenth Street North Arlington VA 22209 OCIO/Investment Manager 1053870 Procentia Inc 475 Half Day Road Suite 100 Lincolnshire IL 60069 Systems Software Provider 387225 Mercer 1166 Avenue of the Americas New York NY 10036 Actuary 181700 Computer Design and Integration LLC 696 Route 46 West Teterboro NJ 07608 Virtual Desktop Provider 226617 JP Morgan Chase Bank Chase Metrotech Center Floor 6 Brooklyn NY 11245 Custodian 175000 11 0 0 0 0 0 0 0 0 Association Contributions 624100 11484943 11484943 0 0 Participant Contributions 624100 1853462 1853462 0 0 0 0 0 0 13338405 840212 840212 0 0 0 0 0 0 0 0 0 0 0 0 330925123 0 323174311 0 7750812 0 7750812 7750812 0 0 0 0 21929429 21929429 0 0 0 0 0 0 0 0 28157160 28157160 575213 575213 0 1783822 0 1783822 0 17284 0 17284 0 188425 0 188425 0 344915 0 344915 0 156498 0 156498 0 0 0 0 0 124022 0 124022 0 127800 0 127800 0 0 0 0 0 0 0 1302372 0 1302372 0 0 0 0 0 0 0 0 0 512475 0 512475 0 427838 0 427838 0 0 0 0 0 530282 0 530282 0 9873 0 9873 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 997564 0 997564 0 418819 0 418819 0 222669 0 222669 35897031 28157160 7739871 0 1883803 1466119 9668555 19067894 0 15029892 2141744 72158 33164 13073252 4105070 9701975 8968182 82603437 89831182 277573221 282436256 396533041 403944541 2057901 2347196 0 2057901 2347196 X 394475140 401597345 0 0 394475140 401597345 396533041 403944541 -13967602 21089807 0 0 0 0 X 0 1 X 1 0 X X 1 YWCA OF THE USA 131624103 9 1 28157160 0 1 28157160 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 Schedule A, Part IV, Section E, Line 2a Schedule A, Part IV, Section E, Line 2a - The main goal of the YWCA Retirement Fund is to provide income at retirement for all eligible employees. Achieving this goal enables our supported organization, the YWCA of the USA, to attract, recruit, and retain the most qualified employees available who will, in turn, work to carry out YWCA of the USA's exempt purpose. Schedule A, Part IV, Section E, Line 2b Schedule A, Part IV, Section E, Line 2b - The benefits provided by of the YWCA Retirement Fund (the Fund) enable the YWCA of the USA, to attract, recruit, and retain high caliber employees using the Fund as one of its recruiting tools. 0 0 0 0 0 0 0 0 2155912 334505 1821407 0 10917340 3770565 7146775 0 0 0 0 8968182 Equity Funds 134428814 F Hedge Fund 117972904 F Real Estate Fund 16508477 F Commingled Fund 7009821 F Fixed Income Fund 6516240 F 282436256 41716864 21089807 0 0 0 21089807 20627057 1302372 0 1302372 21929429 34594659 0 0 0 0 0 34594659 1302372 0 1302372 35897031 Central America and the Caribbean 0 0 Investments 218383908 0 0 218383908 1 0 1 1 0 0 X 1 1 X X X X 0 1 0 0 0 0 0 0 0 Elliott Buchholz Chief Executive Officer 325000 0 0 0 0 0 17500 0 27045 0 369545 0 0 0 Joseph DeRocchis Chief Financial Officer / Chief Operating Officer 250213 0 0 0 0 0 25324 0 27016 0 302553 0 0 0 Guedner Villette Systems manager 195615 0 0 0 0 0 19865 0 11390 0 226870 0 0 0 Paul Li Programmer 175654 0 0 0 0 0 17567 0 19133 0 212354 0 0 0 Michael Sangregorio Controller 150593 0 0 0 0 0 15361 0 25097 0 191051 0 0 0 Josephine Chow Contributions Manager 155634 0 0 0 0 0 15565 0 10966 0 182165 0 0 0 Sharon Anderson Benefits Manager 151176 0 0 0 0 0 15121 0 10282 0 176579 0 0 0 Schedule J, Part I, Line 1a Schedule J, Part I, Line 1a - Fund policy generally requires that Coach/Economy Class be booked for both air and rail travel. For air travel, business/first class is allowable for reasons of health upon resolution of the Board and for travel west of the Mississippi. For rail travel, business class is allowable on the Acela as there is no Coach. Schedule J, Part I, Line 3 Schedule J, Part I, Line 3 - The Operations & Benefits Committee (the Committee) of the Board of Trustees obtained a salary survey from an independent compensation consulting firm for all employee positions of comparable organizations. The survey was reviewed by the Committee. The survey is also used to support the recommendation of the CEO's salary which is recommended to the full Board of Trustees who have final approval for the proposed salary. For key employee positions, the Committee reviews salary ranges with the CEO who recommends salaries for the Committee to consider. Schedule J, Part I, Line 4 Schedule J, Part I, Line 4 - Joseph DeRocchis and Betty Jo Lesonsky, a former employee, are the only participants in the Fund's 457 deferred compensation plan. Also, employees are given the option to participate in a 403(b) plan that is funded solely through employee salary deferrals. Form 990, Part VI, Section B, Line 11b Management prepares and reviews the form and then asks McDermott, Will & Emery (Attorneys) to review the draft that is then supplied to each member of the Board of Trustees for their review and approval. Form 990, Part VI, Section B, Line 12c All officers, Trustees and key employees are provided with a conflict of interest policy form annually that they are required to complete, sign and submit back to the Fund. Form 990, Part VI, Section B, Line 15 The Operations & Benefits committee of the Board of Trustees periodically obtains a salary survey from an independent consulting firm for all employee positions of comparable organizations. The survey is reviewed by the Operations & Benefits committee. Compensation surveys are also provided to the Board of Trustees. These surveys reflect salary ranges for all staff positions in comparable organizations, as well as staffers' compensation at the time of the survey. Annually, all employees, including the Chief Executive Officer (CEO) complete a performance review. The CEO's salary is reviewed by Operations & Benefits Committee and proposed salary increases are recommended to the full Board of Trustees who have final approval for the proposed salary. Form 990, Part VI, Section C, Line 19 The Fund indicates that governing instruments, the conflict of interest policy, and financial statements are available upon request on our website, in the annual funding notice sent to all participants, and in other various types of correspondence. YWCA OF THE USA 1400 I Street Suite 325 Washington DC 20005 131624103 To eliminate racism, empower women, and promote peace, justice, freedom, & dignity. DC 501(c) (3) Type III N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0