Mission
The YMCA Retirement Fund is a nonprofit organization established in 1921 to provide retirement benefits for employees of participating YMCAs across the United States. It offers two retirement savings plans—the 401(a) Retirement Plan and the 403(b) Savings Plan—which are designed to ensure that employees have a safe and secure path to retirement income. The Fund has a strong commitment to protecting participant investments and provides services that support financial security during retirement.
Basic Information
Tax-Exempt
Founded in
1921
EIN
13-5562401
Total Assets
$8.765 billion
At a Glance
Retirement Planning for All Ages
A guide to help YMCA employees of all ages plan and start saving for retirement.
New Mobile App
A new mobile app to help YMCA employees manage their retirement plans.
Emergency Grants for Retirees
Support available for retirees facing financial hardship.
Our Programs
403(b) Savings Plan
A retirement savings plan available to all YMCA employees from day one.
Learn MoreImpact Reports
MIP Score (Beta)
The MIP Score is in beta! We'd love any feedback you may have.
The MIP Score and it's methodology is purely used as a way to visualize how a nonprofits public financial data compares against others. It doesn't reflect the unique circumstances and impact that a nonprofit has.The MIP Score should never be used to say one charity is better than another.
Overall Score
69
42
/100
Program Expense Ratio
89.91%
20
/20
Program Revenue Growth
-28.17%
2
/20
Leverage Ratio
0.9574
4
/20
Working Capital Ratio
2.305
14
/20
Fundraising Efficiency
0
2
/20
Latest Filing Data: Form 990
Fiscal Year:2022
Source:Source: Self-reported by organization
Financial Details
Revenue
| Category | Amount | Percentage |
|---|---|---|
| Contributions, Gifts, and Grants | 267K | 0.05% |
| Program Services | 165.1M | 31.54% |
| Investment Income | 50.92M | 9.73% |
| Sales of Non-Inventory Assets | 307.1M | 58.68% |
| Other Notable Sources | 0 | 0.00% |
| Total Revenue | 523.4M | 100.00% |
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