Nonprofit · EIN 13-4129368
1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES
Also known as GRANT ROLAND L & TILSON ELEANOR TTE
Tax-exempt · NEW YORK, NY 10108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $131,486,390 | $157,497,557 | -$26,011,167 | $118,551,891 | $22,130,846 | $96,421,045 |
| December 31, 2023 | 990 | $176,370,489 | $182,881,124 | -$6,510,635 | $145,925,168 | $26,903,736 | $119,021,432 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $128,291,787
- Investment income
- $3,041,862
- Net gain from sales of assets
- $987,747
- Other revenue
- $152,741
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $148,700,825
- Compensation of officers, directors and key employees
- $134,864
- Other salaries and wages
- $2,889,360
- Salaries, compensation and benefits (total)
- $4,577,510
- Professional fundraising fees
- $0
- Legal fees
- $151,002
- Accounting fees
- $157,437
- Occupancy
- $1,516,250
Balance sheet and other
- Total assets, start of year
- $145,925,168
- Total assets, end of year
- $118,551,891
- Total liabilities, end of year
- $22,130,846
- Net assets, end of year
- $96,421,045
- Net assets without donor restrictions
- $96,421,045
- Gross receipts
- $311,261,174
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1949
- State of legal domicile
- NY
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 | Other / benefits |
|---|---|---|---|---|
| Lorraine Monchak | Chief Investments Officer Officer | 1 | $41,620 | $21,047 |
| Donna Rey | Executive Director Officer | 1 | $23,077 | $11,420 |
| Van H Dunn | Chief Medical Officer Officer | 1 | $15,168 | $7,761 |
| Mercedes Mambru | Chief Financial Officer Officer | 1 | $9,778 | $4,994 |
| ADRIA POWELL | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREA THOMAS-RANDALL | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANIEL RATNER | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| GLADYS CONFIDENT | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| GUADALUPE ASTACIO | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| HAROLD FONG-SAM | UNION TRUSTEE (END 03/2024) Trustee or director | 1 | $0 | $0 |
| JAMES ROLLA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEITH JOSEPH | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| KWAIDAVID HO | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| LING MA | EMPLOYER TRUSTEE (END 11/2024) Trustee or director | 1 | $0 | $0 |
| MARC KRAMER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONA SHAPIRO | UNION TRUSTEE Trustee or director | 1 | $0 |
| VLADIMIR FORTUNNY | UNION TRUSTEE Trustee or director | 1 | $0 |
| YVONNE ARMSTRONG | UNION TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lorraine Monchak | Chief Investments Officer Officer | 2 | $51,501 | $25,583 |
| Donna Rey | Executive Director Officer | 2 | $36,324 | $17,582 |
| Van H Dunn | Chief Medical Officer Officer | 2 | $26,015 | $13,125 |
| Mercedes Mambru | Chief Financial Officer Officer | 1 | $14,268 | $7,158 |
| ADRIA POWELL | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREA THOMAS-RANDALL | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANIEL RATNER | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| GLADYS CONFIDENT | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| GUADALUPE ASTACIO | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| HAROLD FONG-SAM | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES ROLLA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEITH JOSEPH | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| KWAI(DAVID) HO | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| LING MA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARC KRAMER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| RONA SHAPIRO | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| VLADIMIR FORTUNNY | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| YVONNE ARMSTRONG | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 842, NEW YORK, NY 10108-0842
- In care of
- % MERCEDES MAMBRU
- Principal officer (990 for 2024)
- Donna Rey, PO BOX 842, NEW YORK, NY 10108
- Signed the 990
- MERCEDES MAMBRU, CFO
- Phone
- (646) 473-6336
- Website
- HTTP://1199SEIUBENEFITS.ORG
- Return prepared by
- KPMG LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT.
Program accomplishments
- THOUGH THE FUND DOES NOT UNDERTAKE PROGRAM SERVICES AND DOES NOT REPORT ANY EXPENSES ON FORM 990, PART IX, COL (B), THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT. IN 2024, 12,975 MEMBERS/PARTICIPANTS RECEIVED HEALTH AND WELFARE BENEFITS.
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
- 13-4129368
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $118,551,891
- Income (IRS master file)
- $311,261,174
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $131,486,390 | $157,497,557 | $118,551,891 | IRS |
| 990 | December 2023 | $176,370,489 | $182,881,124 | $145,925,168 | XML |
| 990 | December 2022 | $194,795,490 | $196,270,003 | $152,709,836 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 13-4129368).
Questions about 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES
- What is the EIN of 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES?
- The employer identification number (EIN) of 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES is 13-4129368.
- Is 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2002.
- Are donations to 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES 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 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES 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 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES 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 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES?
- The 990 for the year ended December 31, 2024 names Donna Rey.
- Who are the officers and directors of 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES?
- The 990 for the year ended December 31, 2024 lists 18 people; 4 received compensation from the organization, the highest $41,620 (Lorraine Monchak, Chief Investments Officer).
- How much revenue does 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $131,486,390, expenses of $157,497,557 and total assets of $118,551,891 at year end.
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