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Nonprofiteer
← NATIONAL BOARD OF YMCA EMPLOYEE BENEFIT TRUST

Form 990 for tax year 2025

Filed by NATIONAL BOARD OF YMCA EMPLOYEE BENEFIT TRUST.

Totals

Total revenue
$117,718,475
Total expenses
$131,942,567
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$114,954,655
Investment income
$2,763,820
Other revenue
$0
Total assets, end of year
$20,817,763
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$20,817,763
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Employer contributions

    total $114,954,655 · related or exempt $114,954,655

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,165,744 · excluded $1,165,744

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $41,029,262

  • 7b · Less cost or other basis and sales expenses

    securities $39,431,186

  • 7c · Gain or loss

    securities $1,598,076 · other assets $0

  • 7d · Net gain or loss

    total $1,598,076 · excluded $1,598,076

  • 8c · Net income from fundraising events

    total $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $129,518,011

  • 5 · Compensation of officers, directors and key employees

    total $12,500

  • 11g · Fees: other

    total $0

  • 24a · Other expenses: Reimbursement to National Council of YMCAs of the USA

    total $2,412,056

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,280 · end of year $21,994

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $27,663,102 · end of year $15,766,777

  • 12 · Investments: other securities

    beginning of year $7,246,449 · end of year $5,028,992

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $34,910,831 · end of year $20,817,763

Mission and programs · 2025

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES.

  • THE SOLE PURPOSE OF THIS TRUST IS TO ACT AS A FUNDING VEHICLE FOR THE BENEFIT PLANS FOR THE EMPLOYEES OF THE YMCA.

As filed on the 2025 return.

Listed in Part VII

  • US BANK NATIONAL ASSOCIATION

    TRUSTEE

    Total calculated
    $12,500
    From this org
    $12,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
7 May 2026
IRS schema version
2025v4.1
Source object
202621279349303632

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