Nonprofit · EIN 13-6125570
1199-SEIU GREATER NEW YORK BENEFIT FUND
Tax-exempt · NEW YORK, NY 10108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $297,624,130 | $210,116,863 | $87,507,267 | $324,979,769 | $104,090,037 | $220,889,732 |
| December 31, 2023 | 990 | $275,139,678 | $198,168,105 | $76,971,573 | $212,806,434 | $75,064,432 | $137,742,002 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $291,033,225
- Investment income
- $5,952,631
- Net gain from sales of assets
- $1,922
- Other revenue
- $638,274
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $193,867,272
- Compensation of officers, directors and key employees
- $296,700
- Other salaries and wages
- $6,374,514
- Salaries, compensation and benefits (total)
- $10,025,524
- Professional fundraising fees
- $0
- Legal fees
- $265,433
- Accounting fees
- $146,509
- Occupancy
- $2,287,593
Balance sheet and other
- Total assets, start of year
- $212,806,434
- Total assets, end of year
- $324,979,769
- Total liabilities, end of year
- $104,090,037
- Net assets, end of year
- $220,889,732
- Land, buildings and equipment
- $10,030
- Net assets without donor restrictions
- $220,889,732
- Gross receipts
- $525,731,296
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1992
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lorraine Monchak | Chief Investments Officer Officer | 1.9 | $91,564 | $36,626 | $64,826 |
| Donna Rey | Executive Director Officer | 1.9 | $50,769 | $20,307 | $35,173 |
| VAN H Dunn | Chief Medical Officer Officer | 1.9 | $33,369 | $13,348 | $23,903 |
| Mercedes Mambru | Chief Financial Officer Officer | 1.5 | $21,511 | $16,716 | $19,524 |
| Allan Sherman | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Daine Williams | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Daniel Ratner | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Doug Wissmann | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Howard Sukoff | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Joseph Chinea | UNION TRUSTEE (START 06/2024) Trustee or director | 1 | $0 | $0 | $0 |
| Julio Vives | UNION TRUSTEE (END 06/2024) Trustee or director | 1 | $0 | $0 | $0 |
| Michael Balboni | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Milly Silva | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Robin Rosen | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| William Pascocello | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Yvonne Armstrong | UNION TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lorraine Monchak | Chief Investments Officer Officer | 2.1 | $65,449 | $40,771 | $52,767 |
| Donna Rey | Executive Director Officer | 2.1 | $46,162 | $28,757 | $36,261 |
| VAN H Dunn | Chief Medical Officer Officer | 2.1 | $33,060 | $20,595 | $27,068 |
| Mercedes Mambru | Chief Financial Officer Officer | 1.7 | $18,132 | $17,419 | $17,838 |
| Allan Sherman | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Daine Williams | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Daniel Ratner | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Doug Wissmann | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Howard Sukoff | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Julio Vives | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Maria Castaneda | UNION TRUSTEE (END 12/23) Trustee or director | 1 | $0 | $0 | $0 |
| Michael Balboni | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Milly Silva | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Noreen Wray | UNION TRUSTEE (END 4/23) Trustee or director | 1 | $0 | $0 | $0 |
| Robin Rosen | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| William Pascocello | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Yvonne Armstrong | UNION TRUSTEE Trustee or director | 1 | $0 | $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, THE ORGANIZATION PROVIDED HEALTH AND WELFARE BENEFITS TO 19,814 MEMBERS.
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
- 13-6125570
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $324,979,769
- Income (IRS master file)
- $525,731,296
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $297,624,130 | $210,116,863 | $324,979,769 | XML |
| 990 | December 2023 | $275,139,678 | $198,168,105 | $212,806,434 | XML |
| 990 | December 2022 | $252,091,100 | $222,552,860 | $114,956,690 | 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 13-6125570).
Questions about 1199-SEIU GREATER NEW YORK BENEFIT FUND
- What is the EIN of 1199-SEIU GREATER NEW YORK BENEFIT FUND?
- The employer identification number (EIN) of 1199-SEIU GREATER NEW YORK BENEFIT FUND is 13-6125570.
- Is 1199-SEIU GREATER NEW YORK BENEFIT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1965.
- Are donations to 1199-SEIU GREATER NEW YORK BENEFIT FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does 1199-SEIU GREATER NEW YORK BENEFIT FUND 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 GREATER NEW YORK BENEFIT FUND 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 GREATER NEW YORK BENEFIT FUND 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 GREATER NEW YORK BENEFIT FUND?
- The 990 for the year ended December 31, 2024 names DONNA REY.
- Who are the officers and directors of 1199-SEIU GREATER NEW YORK BENEFIT FUND?
- The 990 for the year ended December 31, 2024 lists 16 people; 4 received compensation from the organization, the highest $91,564 (Lorraine Monchak, Chief Investments Officer).
- How much revenue does 1199-SEIU GREATER NEW YORK BENEFIT FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $297,624,130, expenses of $210,116,863 and total assets of $324,979,769 at year end.
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