Nonprofit · EIN 06-1559156
STAFF RETIREMENT HOLDINGS INC
Tax-exempt · NEW HAVEN, CT 06520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $56,417,483 | $0 | $56,417,483 | $79,434,441 | $0 | $79,434,441 |
| December 31, 2023 | 990 | $0 | $0 | $0 | $116,910,736 | $0 | $116,910,736 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $56,417,483
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $116,910,736
- Total assets, end of year
- $79,434,441
- Total liabilities, end of year
- $0
- Net assets, end of year
- $79,434,441
- Gross receipts
- $56,417,483
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1999
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Matthew ST Mendelsohn | President & Director Trustee or director, Officer | 0.2 | $0 | $2,736,107 | $2,648,691 |
| Amelia M Chivetta | VP Treasurer & Director (Effective 3/26/24) Trustee or director, Officer | 0.2 | $0 | $1,862,086 | $2,722,743 |
| Alexander C Banker | VP & Treas. & Director (Until 3/25/24) Trustee or director, Officer | 0.2 | $0 | $4,102,577 | $63,612 |
| Dean Takahashi | Former VP & Treas. & Director Former | 0 | $0 | $1,591,620 | $45,243 |
| Stephen C Murphy | Secretary & Director Trustee or director, Officer | 0.2 | $0 | $634,969 | $155,508 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Matthew ST Mendelsohn | President & Director Trustee or director, Officer | 0.2 | $0 | $2,320,131 | $2,122,959 |
| Alexander C Banker | VP & Treas. & Director Trustee or director, Officer | 0.2 | $0 | $1,607,501 | $79,575 |
| Stephen C Murphy | Secretary & Director Trustee or director, Officer | 0.2 | $0 | $596,624 | $146,769 |
| Dean Takahashi | Former VP & Treas. & Director Former | 0 | $0 | $540,712 | $52,974 |
Address and contacts
- Address (IRS master file)
- PO BOX 208239, NEW HAVEN, CT 06520-8239
- In care of
- % YALE UNIVERSITY INVESTMENTS OFFIC
- Principal officer (990 for 2024)
- Matthew ST Mendelsohn, PO Box 208255, New Haven, CT 065208255
- Signed the 990
- Stephen C Murphy, Secretary & Director
- Phone
- (203) 432-5530
Mission
Hold title to property, collect the income therefrom and turn over the entire amount thereof, less expenses, to Yale University Retirement Plan for Staff Employees, a qualified trust exempt under IRC Section 401(a).
Program accomplishments
- None
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 06-1559156
- Tax-exempt status
- 501(c)(2): Title-holding corporation
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $79,434,441
- Income (IRS master file)
- $56,417,483
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $56,417,483 | $0 | $79,434,441 | XML |
| 990 | December 2023 | $0 | $0 | $116,910,736 | XML |
| 990 | December 2022 | $0 | $0 | $104,592,414 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1559156).
Questions about STAFF RETIREMENT HOLDINGS INC
- What is the EIN of STAFF RETIREMENT HOLDINGS INC?
- The employer identification number (EIN) of STAFF RETIREMENT HOLDINGS INC is 06-1559156.
- Is STAFF RETIREMENT HOLDINGS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 1999.
- Which annual return does STAFF RETIREMENT HOLDINGS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of STAFF RETIREMENT HOLDINGS INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STAFF RETIREMENT HOLDINGS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of STAFF RETIREMENT HOLDINGS INC?
- The 990 for the year ended December 31, 2024 names Matthew ST Mendelsohn.
- Who are the officers and directors of STAFF RETIREMENT HOLDINGS INC?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does STAFF RETIREMENT HOLDINGS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $56,417,483, expenses of $0 and total assets of $79,434,441 at year end.
Other nonprofits in NEW HAVEN
- YALE UNIVERSITY EIN 06-0646973 · last filed 990 for 2025
- YALE NEW HAVEN HOSPITAL EIN 06-0646652 · last filed 990 for 2025
- KNIGHTS OF COLUMBUS EIN 06-0416470 · last filed 990-N for 2025
- YALE NEW HAVEN HEALTH SERVICES CORPORATION EIN 22-2529464 · last filed 990 for 2025
- ACHIEVEMENT FIRST BROOKLYN CHARTER SCHOOLS EIN 20-5118947 · last filed 990 for 2025
- AREA COOPERATIVE EDUCATIONAL SERVICES EIN 06-0881700 · last filed 990 for 2025
- ALEXION ACCESS FOUNDATION EIN 20-8963321 · last filed 990-PF for 2025
- YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR EIN 06-6414276 · last filed 990 for 2025