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← 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES

Form 990 for tax year 2024

Filed by 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES.

Totals

Total revenue
$131,486,390
Total expenses
$157,497,557
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$128,291,787
Investment income
$3,041,862
Other revenue
$152,741
Total assets, end of year
$118,551,891
Total liabilities, end of year
$22,130,846
Net assets or fund balances, end of year
$96,421,045
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: EMPLOYERS CONTRIBUTION

    total $122,893,855 · related or exempt $122,893,855

  • 2b · Program service revenue: NYS QIVAPP FUNDING

    total $1,009,792 · related or exempt $1,009,792

  • 2c · Program service revenue: MEMBER PREMIUMS

    total $4,334,482 · related or exempt $4,334,482

  • 2d · Program service revenue: COBRA PAYMENTS

    total $53,658 · related or exempt $53,658

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $2,054,115 · excluded $2,054,115

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $180,762,531

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

    securities $179,774,784

  • 7c · Gain or loss

    securities $987,747 · other assets $0

  • 7d · Net gain or loss

    total $987,747 · excluded $987,747

  • 11a · Other revenue: EMPLOYER INTEREST

    total $83,892 · excluded $83,892

  • 11b · Other revenue: COLLECTIONS - ACH

    total $49,127 · excluded $49,127

  • 11c · Other revenue: EMPLOYER LEGAL COST

    total $19,722 · excluded $19,722

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $152,741

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $148,700,825

  • 5 · Compensation of officers, directors and key employees

    total $134,864

  • 7 · Other salaries and wages

    total $2,889,360

  • 8 · Pension plan contributions

    total $285,318

  • 9 · Other employee benefits

    total $1,036,943

  • 10 · Payroll taxes

    total $231,025

  • 11b · Fees: legal

    total $151,002

  • 11c · Fees: accounting

    total $157,437

  • 11f · Fees: investment management

    total $34,543

  • 11g · Fees: other

    total $526,519

  • 13 · Office expenses

    total $655,778

  • 14 · Information technology

    total $197,395

  • 16 · Occupancy

    total $1,516,250

  • 23 · Insurance

    total $67,626

  • 24a · Other expenses: 3RD PARTY ADMIN PRESCRIPTION CHARGES

    total $501,900

  • 24b · Other expenses: MANAGED CARE - PRECERTIFICATION

    total $410,772

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $9,090,085 · end of year $12,866,619

  • 4 · Accounts receivable

    beginning of year $66,671,700 · end of year $36,989,207

  • 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

  • 9 · Prepaid expenses and deferred charges

    end of year $79,836

  • 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

  • 12 · Investments: other securities

    beginning of year $41,317,540 · end of year $33,878,259

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $28,845,843 · end of year $34,737,970

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,634,774 · end of year $1,751,802

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $25,268,962 · end of year $20,379,044

  • 27 · Net assets without donor restrictions

    beginning of year $119,021,432 · end of year $96,421,045

Mission and programs · 2024

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT.

  • 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.

As filed on the 2024 return.

Listed in Part VII

  • Adria Powell

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Andrea Thomas-Randall

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Daniel Ratner

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gladys Confident

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Guadalupe Astacio

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Harold Fong-Sam

    UNION TRUSTEE (END 03/2024)

    Total calculated
    $0
    Hours/week
    1

  • James Rolla

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Keith Joseph

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kwaidavid Ho

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ling Ma

    EMPLOYER TRUSTEE (END 11/2024)

    Total calculated
    $0
    Hours/week
    1

  • Marc Kramer

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rona Shapiro

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Vladimir Fortunny

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Yvonne Armstrong

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Donna Rey

    Executive Director

    Total calculated
    $34,497
    From this org
    $23,077
    From related orgs
    $0
    Other
    $11,420
    Hours/week
    1

  • Lorraine Monchak

    Chief Investments Officer

    Total calculated
    $62,667
    From this org
    $41,620
    From related orgs
    $0
    Other
    $21,047
    Hours/week
    1

  • Mercedes Mambru

    Chief Financial Officer

    Total calculated
    $14,772
    From this org
    $9,778
    From related orgs
    $0
    Other
    $4,994
    Hours/week
    1

  • Van H Dunn

    Chief Medical Officer

    Total calculated
    $22,929
    From this org
    $15,168
    From related orgs
    $0
    Other
    $7,761
    Hours/week
    1

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.

  • 1199SEIU HOMECARE EMPLOYEES PENSION FUND

    501(a) · PENSION FUND · NY

    Directly controlled by NA

  • 1199SEIU HOMECARE INDUSTRY EDUCATION FUND

    501(c)(3) · EDUC TRAINING · NY

    Directly controlled by NA

  • ALLIANCE HOME SERVICES MCO

    Directly controlled by NA

  • BEST CHOICE HOME CARE SERVICE

    Directly controlled by NA

  • BHRAGS HOME CARE CORPORATION

    Directly controlled by NA

  • BUSHWICK STUYVESANT HEIGHTS

    Directly controlled by NA

  • CABS HOUSEKEEPER SERVICE

    Directly controlled by NA

  • CARE AT HOME-811 MCO

    Directly controlled by NA

  • CHILD CENTER OF NY

    Directly controlled by NA

  • CHINESE AMERICAN PLANNING-079

    Directly controlled by NA

  • CIDNY INDEPENDENT LIVING MCO

    Directly controlled by NA

  • ELDERSERVE (RIVERSPRING) - LICENSED HOME CARE SERVICES AGENCY INC

    Directly controlled by NA

  • FAMILY HOME CARE-BROOKLYN SERVICES MCO

    Directly controlled by NA

  • FEGS HOME ATTENDANT SERVICES MCO

    Directly controlled by NA

  • HOME CARE SERVICES FOR INDEPENDENT LIVING

    Directly controlled by NA

  • HUDSON RIVER HEALTHCARE SUFFOLK

    Directly controlled by NA

  • INSTUTUTE FOR FAMILY HEALTH

    Directly controlled by NA

  • NEW YORK FOUNDATION FOR SENIOR

    Directly controlled by NA

  • NO PLACE LIKE HOME CARE SERVICES

    Directly controlled by NA

  • PSC COMMUNITY SERVICES MCO

    Directly controlled by NA

  • RAIN HOME ATTENDANT SERVICES

    Directly controlled by NA

  • RICHMOND HOME NEEDS SERVICES - MCO

    Directly controlled by NA

  • RISEBORO HOMECARE MCO

    Directly controlled by NA

  • ROCKAWAY HOME ATTENDANT

    Directly controlled by NA

  • SAINT NICHOLAS HUMAN SUPPORT

    Directly controlled by NA

  • SCHOOL SETTLEMENT HOME

    Directly controlled by NA

  • START RECOVERY

    Directly controlled by NA

  • SUNNYSIDE HOME CARE PROJECT

    Directly controlled by NA

  • THE FIRST CHINESE PRESBYTERIAN COMMUNITY AFFAIRS HOME ATTENDANT CORPORATION

    Directly controlled by NA

  • UNITED JEWISH COUNCIL OF THE MCO

    Directly controlled by NA

  • UPPER MANHATTAN MENTAL HEALTH

    Directly controlled by NA

  • VNS HEALTH PERSONAL CARE (FCS)

    Directly controlled by NA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • AREBA CASRIEL

    Directly controlled by NA

  • ABC HEALTH SERVICE

    Directly controlled by NA

  • ALL CITY CARE

    Directly controlled by NA

  • ALL METRO HEALTH CARE INC

    Directly controlled by NA

  • ALLIANCE FOR HEALTH

    Directly controlled by NA

  • BESTCARE INC

    Directly controlled by NA

  • COOPERATIVE HOME CARE

    Directly controlled by NA

  • PEOPLE CARE

    Directly controlled by NA

  • PERSONAL TOUCH HOME CARE

    Directly controlled by NA

  • PREMIER HOME HEALTH SERVICES

    Directly controlled by NA

  • REGION CARE NURSING

    Directly controlled by NA

  • SPECIAL TOUCH

    Directly controlled by NA

  • STELLA ORTON MCO

    Directly controlled by NA

  • UNLIMITED CARE INC

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.1
Source object
202543179349310584

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