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Nonprofit · EIN 15-0613682

SERVICE EMPLOYEES BENEFIT FUND

Tax-exempt · SYRACUSE, NY 13202

Financials

$39.4M$44.8M2022$48.2M$46.4M2023$53.4M$52.4M2024
Revenue Expenses · by fiscal year end
Financials of SERVICE EMPLOYEES BENEFIT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$53,445,088$52,400,042$1,045,046$53,789,258$222,759$53,566,499
October 31, 2024990$48,185,245$46,381,057$1,804,188$52,074,243$229,131$51,845,112
October 31, 2023990$39,388,246$44,818,457-$5,430,211$46,740,990$237,325$46,503,665
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$48,873,539
Investment income
$2,695,579
Net gain from sales of assets
$1,048,280
Other revenue
$1,875,970

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$49,147,573
Compensation of officers, directors and key employees
$101,699
Other salaries and wages
$530,387
Salaries, compensation and benefits (total)
$806,630
Professional fundraising fees
$0
Legal fees
$42,866
Accounting fees
$44,275
Occupancy
$38,939
Travel
$6,112
Depreciation
$4,403

Balance sheet and other

Total assets, start of year
$52,074,243
Total assets, end of year
$53,789,258
Total liabilities, end of year
$222,759
Net assets, end of year
$53,566,499
Land, buildings and equipment
$18,484
Publicly traded securities
$45,743,590
Gross receipts
$75,451,235
Employees
9
Volunteers
0
Year formed
1961
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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
TERRY MOONFUND MANAGER
Officer
40$101,699$53,489
ELIZABETH GOLEMBESKITRUSTEE
Trustee or director
1$0$0
SCOTT PHILLIPSONTRUSTEE
Trustee or director
1$0$0
LIZ SMITH RETIRED 123125TRUSTEE
Trustee or director
1$0$0
JOHN MURRAYTRUSTEE
Trustee or director
1$0$0
KEVIN LOCKHARTTRUSTEE
Trustee or director
1$0$0
LAURA DOWLING RETIRED 9125TRUSTEE
Trustee or director
1$0$0
RUSSELL D'AMICOTRUSTEE
Trustee or director
1$0$0
MARY WILSIETRUSTEE
Trustee or director
1$0$0
990 for the year ended October 31, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
TERRY MOONFUND MANAGER
Officer
40$97,927$49,063
ROBERT WOODFORMER TRUSTEE
Trustee or director
1$0$0
ELIZABETH GOLEMBESKITRUSTEE
Trustee or director
1$0$0
SCOTT PHILLIPSONTRUSTEE
Trustee or director
1$0$0
LIZ SMITHTRUSTEE
Trustee or director
1$0$0
JOHN MURRAYTRUSTEE
Trustee or director
1$0$0
GRACE BONGDANOVEFORMER TRUSTEE
Trustee or director
1$0$0
KEVIN LOCKHARTTRUSTEE
Trustee or director
1$0$0
LAURA DOWLINGTRUSTEE
Trustee or director
1$0$0
RUSSELL D'AMICOTRUSTEE
Trustee or director
1$0$0
MARY WILSIETRUSTEE
Trustee or director
1$0$0
990 for the year ended October 31, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
TAMMY MCMANUSFUND MANAGER (RETIRED 12/3
Officer
40$179,504$33,056
TERRY MOONFUND MANAGER
Officer
40$78,367$42,870
ROBERT WOODTRUSTEE
Trustee or director, Officer
1$0$0
ELIZABETH GOLEMBESKITRUSTEE
Trustee or director
1$0$0
SCOTT PHILLIPSONTRUSTEE
Trustee or director
1$0$0
LIZ SMITHTRUSTEE
Trustee or director
1$0$0
JOHN MURRAYTRUSTEE
Trustee or director
1$0$0
GRACE BONGDANOVETRUSTEE
Trustee or director
1$0$0
KEVIN LOCKHARTTRUSTEE
Trustee or director
1$0$0
LAURA DOWLINGTRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
250 S CLINTON ST STE 200, SYRACUSE, NY 13202-1067
Principal officer (990 for 2024)
TERRY MOON, 250 S CLINTON STREET SUITE 200, SYRACUSE, NY 13202
Signed the 990
TERRY MOON, FUND MANAGER
Phone
(315) 218-6513
Return prepared by
DERMODY BURKE & BROWN CPAS LLC

Mission

TO PROVIDE HEALTH AND WELFARE SERVICES TO MEMBERS.

990 for the year ended October 31, 2025

Program accomplishments

  • PROVIDED COVERAGE FOR PARTICIPANTS FOR MEDICAL, DENTAL, OPTICAL, DISABILITY, ACCIDENTAL DEATH & DISMEMBERMENT, AND DEATH BENEFITS. TOTAL NUMBER OF PARTICIPANTS SERVED WAS 8,121.

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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file
2022October 31, 2023March 15, 2024990 on file

IRS record

EIN
15-0613682
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2006
Accounting year ends
October
Files
Form 990 or 990-EZ
Assets (IRS master file)
$53,789,258
Income (IRS master file)
$75,451,235

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$53,445,088$52,400,042$53,789,258XML
990October 2024$48,185,245$46,381,057$52,074,243XML
990October 2023$39,388,246$44,818,457$46,740,990XML
990October 2022$43,032,952$38,297,083$51,277,450IRS
990October 2021–––IRS
990October 2020–––IRS
990October 2019–––IRS
990October 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 15-0613682).

Questions about SERVICE EMPLOYEES BENEFIT FUND

What is the EIN of SERVICE EMPLOYEES BENEFIT FUND?
The employer identification number (EIN) of SERVICE EMPLOYEES BENEFIT FUND is 15-0613682.
Is SERVICE EMPLOYEES BENEFIT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
Are donations to SERVICE EMPLOYEES BENEFIT FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SERVICE EMPLOYEES 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 SERVICE EMPLOYEES BENEFIT FUND due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SERVICE EMPLOYEES BENEFIT FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended October 2025.
Who is the principal officer of SERVICE EMPLOYEES BENEFIT FUND?
The 990 for the year ended October 31, 2025 names TERRY MOON.
Who are the officers and directors of SERVICE EMPLOYEES BENEFIT FUND?
The 990 for the year ended October 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $101,699 (TERRY MOON, FUND MANAGER).
How much revenue does SERVICE EMPLOYEES BENEFIT FUND have?
On its 990 for the year ended October 31, 2025 it reported revenue of $53,445,088, expenses of $52,400,042 and total assets of $53,789,258 at year end.

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