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THE YWCA RETIREMENT FUND INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE YWCA RETIREMENT FUND INC (EIN 13-1624231)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-04
IRS object ID
202543089349302684
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-04T12:10:39-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624231EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE YWCA RETIREMENT FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYWCABusinessNameControlTxt
Phone2129229500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 Broadway FL 17AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100063742ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJoseph DeRocchisPersonNm
Person TitleChief Financial OfficerPersonTitleTxt
Phone2129229506PhoneNum
Signature2025-11-04SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerElliott BuchholzPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 BroadwayAddressLine1Txt
Address Line2Fl 17AddressLine2Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$399,379,319GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addressywcarf.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1925FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionProvides retirement benefits to eligible participants.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee21TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$15,480,191PYProgramServiceRevenueAmt
CY Program Service Revenue$17,071,328CYProgramServiceRevenueAmt
PY Investment Income$6,686,060PYInvestmentIncomeAmt
CY Investment Income$2,878,558CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$22,166,251PYTotalRevenueAmt
CY Total Revenue$19,949,886CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$29,810,436PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$29,859,373CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,400,040PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,549,986CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,907,010PYOtherExpensesAmt
CY Other Expenses$4,875,871CYOtherExpensesAmt
PY Total Expenses$38,117,486PYTotalExpensesAmt
CY Total Expenses$38,285,230CYTotalExpensesAmt
PY Revenues Less Expenses-$15,951,235PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$18,335,344CYRevenuesLessExpensesAmt
Total Assets BOY$386,659,520TotalAssetsBOYAmt
Total Assets EOY$407,169,940TotalAssetsEOYAmt
Total Liabilities BOY$7,493,409TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,958,343TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$379,166,111NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$400,211,597NetAssetsOrFundBalancesEOYAmt
MissionProvides retirement benefits to eligible participants.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$18,683,341ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescThe Fund provides participants with lump sum benefit payments upon retirement or termination of employment from participating YWCA's.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$10,194,605ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescThe Fund provides retirement annuity benefits to eligible participants, employees, and beneficiaries.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$981,427ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescThe Fund makes payments to beneficiaries upon the death of a participant or annuitant when applicable.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$29,859,373TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee21EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryBRForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJoseph DeRocchisPersonNm
Phone2129229506PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 BroadwayAddressLine1Txt
Address Line2Floor 17AddressLine2Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Elliott Buchholz
Chief Executive Officer350Yes (X)$415,422$0$66,228
Joseph DeRocchis
Chief Financial Officer / Chief Operating Officer350Yes (X)$290,588$0$61,571
Guedner Villette
Systems manager350$215,576$0$34,651Yes (X)
Paul Li
Systems Applications Manager350$199,866$0$42,336Yes (X)
Michael Sangregorio
Controller350$173,783$0$49,383Yes (X)
Josephine Chow
Contributions Manager350$177,753$0$30,502Yes (X)
Mark Gallagher
Member Services Manager350$149,249$0$11,957Yes (X)
Deborah G Ullman
President20$0$0$0Yes (X)
Jan C Stewart
Vice President10$0$0$0Yes (X)
Margaret S Neilly
Treasurer10$0$0$0Yes (X)
Jacqueline W Bostic
Secretary10$0$0$0Yes (X)
Barbara B Glass
Board Member10$0$0$0Yes (X)
Kathleen Granchelli
Board Member10$0$0$0Yes (X)
Margaret Mitchell
Board Member10$0$0$0Yes (X)
Diana Gibson
Board Member10$0$0$0Yes (X)
Sondra Vitols
Board Member10$0$0$0Yes (X)
Marilee Lau
Board Member10$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,622,237TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$296,628TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Strategic Investment Group
1001 Nineteenth Street NorthArlingtonVA22209OCIO/Investment Manager$1,030,244
Procentia Inc
475 Half Day RoadLincolnshireIL60069Systems Software Provider$407,862Suite 100
Computer Design and Integration LLC
500 Fifth AveNew YorkNY10110Virtual Desktop Provider$377,815Suite 1500
McDermott Will & Emery LLP
444 West Lake StreetChicagoIL60606Attorneys$283,595Suite 4000
Mercer
1166 Avenue of the AmericasNew YorkNY10036Actuary$196,900
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Association Contributions624100$14,612,236$14,612,236$0$0
Participant Contributions624100$2,459,092$2,459,092$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$17,071,328TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,443,090TotalRevenueColumnAmt
Related Or Exempt Func Income$3,443,090RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$378,864,901SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$379,429,433SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$564,532SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$564,532TotalRevenueColumnAmt
Related Or Exempt Func Income-$564,532RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,949,886TotalRevenueColumnAmt
Related Or Exempt Func Income$19,949,886RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$29,859,373TotalAmt
Program Services$29,859,373ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$706,010TotalAmt
Management And General$706,010ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,982,635TotalAmt
Management And General$1,982,635ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$21,032TotalAmt
Management And General$21,032ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$226,748TotalAmt
Management And General$226,748ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$427,319TotalAmt
Management And General$427,319ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$186,242TotalAmt
Management And General$186,242ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$270,417TotalAmt
Management And General$270,417ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$109,720TotalAmt
Management And General$109,720ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,209,458TotalAmt
Management And General$1,209,458ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$574,430TotalAmt
Management And General$574,430ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$449,251TotalAmt
Management And General$449,251ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$568,105TotalAmt
Management And General$568,105ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$89,648TotalAmt
Management And General$89,648ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$956,554TotalAmt
Management And General$956,554ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$431,955TotalAmt
Management And General$431,955ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$216,333TotalAmt
Management And General$216,333ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$38,285,230TotalAmt
Program Services$29,859,373ProgramServicesAmt
Management And General$8,425,857ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,560,412BOYAmt
EOY$1,745,637EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,133,524BOYAmt
EOY$7,662,984EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$55,258,001BOYAmt
EOY$5,199,988EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$31,470BOYAmt
EOY$60,562EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,866,090LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,495,602LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,148,495BOYAmt
EOY$7,370,488EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$42,620,641BOYAmt
EOY$73,417,587EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$265,525,985BOYAmt
EOY$306,713,153EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,380,992BOYAmt
EOY$4,999,541EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$386,659,520BOYAmt
EOY$407,169,940EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$703,100BOYAmt
EOY$620,578EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$6,790,309BOYAmt
EOY$6,337,765EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,493,409BOYAmt
EOY$6,958,343EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$379,166,111BOYAmt
EOY$400,211,597EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$379,166,111BOYAmt
EOY$400,211,597EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$386,659,520BOYAmt
EOY$407,169,940EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$18,335,344ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$39,380,830NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1YWCA OF THE USABusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN131624103EIN
Organization Type9OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$29,859,373SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$29,859,373SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice Investment0SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (1)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntYes (1)ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part IV, Section E, Line 2aThe 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 2bThe 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.

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$0BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,997,089OtherCostOrOtherBasisAmt
Depreciation$828,043DepreciationAmt
Book Value$1,169,046BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$11,869,001OtherCostOrOtherBasisAmt
Depreciation$5,667,559DepreciationAmt
Book Value$6,201,442BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,370,488TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Equity Funds$142,542,217F
Hedge Fund$86,347,888F
Fixed Income Funds$32,511,430F
Commingled Funds$22,595,109F
Real Estate Fund$13,935,380F
Private Equity Funds$8,781,129F
FieldValueIRS element (for citing)
Total Book Value Securities$306,713,153TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$58,027,813TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$39,287,385NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$39,287,385RevenueNotReportedAmt
Revenue Subtotal$18,740,428RevenueSubtotalAmt
Investment Expenses Not Incld$1,209,458InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,209,458RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$19,949,886TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$37,075,771TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$37,075,771ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,209,459InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,209,459ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$38,285,230TotalExpensesPerForm990Amt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Investments$169,157,579
Europe (including Iceland and Greenland)00Investments$3,716,527
South America00Investments$2,023
FieldValueIRS element (for citing)
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Total Spent$172,876,129TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Elliott Buchholz
Chief Executive Officer$415,422$0$5,000$0$0$0$34,500$0$31,728$0$486,650$0$0$0
Joseph DeRocchis
Chief Financial Officer / Chief Operating Officer$290,588$0$3,000$0$0$0$29,820$0$31,751$0$355,159$0$0$0
Guedner Villette
Systems manager$215,577$0$0$0$0$0$21,583$0$13,067$0$250,227$0$0$0
Paul Li
Systems Applications Manager$199,866$0$0$0$0$0$19,805$0$22,530$0$242,201$0$0$0
Michael Sangregorio
Controller$173,783$0$2,500$0$0$0$17,936$0$31,447$0$225,666$0$0$0
Josephine Chow
Contributions Manager$177,753$0$0$0$0$0$17,591$0$12,911$0$208,255$0$0$0
Mark Gallagher
Member Services Manager$149,249$0$2,500$0$0$0$0$0$11,957$0$163,706$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aFund 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 determination by Fund management) and for flights exceeding three hours. For rail travel, Fund policy generally requires Coach class be booked. However, in instances where Coach class is not available, Business class is allowable.
Schedule J, Part I, Line 3The Operations & Benefits Committee (the Committee) of the Board of Trustees regularly obtains a salary survey from an independent compensation consulting firm for all employee positions of comparable organizations. The survey is 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 4Elliott Buchholz, 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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bManagement prepares and reviews the Form 990 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 12cAll officers, trustees and key employees are provided with a conflict-of-interest form annually that they are required to complete, sign and submit back to the Fund.
Form 990, Part VI, Section B, Line 15The 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 19The Fund indicates in the annual funding notice sent to all participants and on our website that governing documents, such as the conflict-of-interest policy and the Fund's annual financial statements, are available to the public upon request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1YWCA OF THE USABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 I StreetAddressLine1Txt
Address Line2Suite 325AddressLine2Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN131624103EIN
Primary ActivitiesTo eliminate racism, empower women, and promote peace, justice, freedom, & dignity.PrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(c) (3)ExemptCodeSectionTxt
Public Charity StatusType IIIPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd