← 1199-SEIU GREATER NEW YORK BENEFIT FUND

Form 990 for tax year 2022

Filed by 1199-SEIU GREATER NEW YORK BENEFIT FUND.

Totals

Total revenue: $252,091,100
Total expenses: $222,552,860
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $251,795,893
Investment income: $101,662
Other revenue: $193,545
Total assets, end of year: $114,956,690
Total liabilities, end of year: $56,286,722
Net assets or fund balances, end of year: $58,669,968
Program services expenses (Part IX): not reported
Management and general expenses: not reported
Fundraising expenses: not reported
Program service expenses (Part III): not reported

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: EMPLOYER CONTRIBUTION

total $209,392,258 · related or exempt $209,392,258
2b · Program service revenue: ADVANCED TRAINING INIT

total $21,857,538 · related or exempt $21,857,538
2c · Program service revenue: ENHANCED ADVANCED TRAI

total $17,500,000 · related or exempt $17,500,000
2d · Program service revenue: MEMBER SPOUSAL CONTRIB

total $2,802,099 · related or exempt $2,802,099
2e · Program service revenue: COBRA PAYMENTS

total $243,998 · related or exempt $243,998
3 · Investment income

total $101,652 · excluded $101,652
7a · Gross sales of assets other than inventory

other assets $111,052,775
7b · Less cost or other basis and sales expenses

other assets $111,052,765
7c · Gain or loss

other assets $10
7d · Net gain or loss

total $10 · excluded $10
11a · Other revenue: EMPLOYER INTEREST

total $166,464 · excluded $166,464
11b · Other revenue: BANKING EARNING CREDIT

total $26,579 · excluded $26,579
11c · Other revenue: LEGAL COST RECOVERY

total $500 · excluded $500
11d · All other revenue

total $2 · excluded $2
11e · Other revenue, total

$193,545

Functional expenses

Part IX, the statement of functional expenses.

4 · Benefits paid to or for members

total $206,670,406
5 · Compensation of officers, directors and key employees

total $260,146
7 · Other salaries and wages

total $5,694,734
8 · Pension plan contributions

total $684,627
9 · Other employee benefits

total $2,342,899
10 · Payroll taxes

total $418,844
11b · Fees: legal

total $429,266
11c · Fees: accounting

total $136,965
11f · Fees: investment management

total $4,505
11g · Fees: other

total $495,360
13 · Office expenses

total $325,016
14 · Information technology

total $481,751
16 · Occupancy

total $2,503,193
20 · Interest

total $50,000
23 · Insurance

total $178,450
24a · Other expenses: 3RD PARTY ADMIN PRESCRI

total $1,443,896
24b · Other expenses: MANAGED CARE PRECERT

total $432,802

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $7,159,667 · end of year $4,673,604
2 · Savings and temporary cash investments

beginning of year $4,990,926 · end of year $15,117,497
4 · Accounts receivable

beginning of year $42,585,845 · end of year $66,202,879
9 · Prepaid expenses and deferred charges

beginning of year $162,715
10a · Land, buildings and equipment: cost or other basis

$10,030
10c · Land, buildings and equipment, net

beginning of year $0 · end of year $10,030
15 · Other assets

beginning of year $35,761,554 · end of year $28,952,680
17 · Accounts payable and accrued expenses

beginning of year $5,314,514 · end of year $5,221,506
25 · Other liabilities

beginning of year $59,133,693 · end of year $51,065,216
27 · Net assets without donor restrictions

beginning of year $26,212,500 · end of year $58,669,968

Mission and programs · 2022

Mission

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

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. SEE SCHEDULE O.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 2022 THE ORGANIZATION PROVIDED HEALTH AND WELFARE BENEFITS TO 19,314 MEMBERS.

As filed on the 2022 return.

Listed in Part VII

Michael BalboniMICHAEL BALBONI

EMPLOYER TRUSTEE

Total calculated

$0

Hours/week

1 + 5 related
William PascocelloWILLIAM PASCOCELLO

EMPLOYER TRUSTEE

Total calculated

$0

Hours/week

1 + 5 related
Robin RosenROBIN ROSEN

EMPLOYER TRUSTEE

Total calculated

$0

Hours/week

1 + 5 related
Howard SukoffHOWARD SUKOFF

EMPLOYER TRUSTEE

Total calculated

$0

Hours/week

1
Doug WissmannDOUG WISSMANN

EMPLOYER TRUSTEE

Total calculated

$0

Hours/week

1 + 4 related
Yvonne ArmstrongYVONNE ARMSTRONG

UNION TRUSTEE

Total calculated

$0

Hours/week

1 + 5 related
Maria CastanedaMARIA CASTANEDA

UNION TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Allan ShermanALLAN SHERMAN

UNION TRUSTEE

Total calculated

$0

Hours/week

1 + 5 related
Milly SilvaMILLY SILVA

UNION TRUSTEE

Total calculated

$0

Hours/week

1 + 4 related
Julio VivesJULIO VIVES

UNION TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Noreen WrayNOREEN WRAY

UNION TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Ronald McCallaRONALD MCCALLA

UNION TRUSTEE (END 6/22)

Total calculated

$0

Hours/week

1
Daine WilliamsDAINE WILLIAMS

UNION TRUSTEE (BEG. 6/22)

Total calculated

$0

Hours/week

1 + 4 related
Dan RatnerDAN RATNER

UNION TRUSTEE (BEG. 6/22)

Total calculated

$0

Hours/week

1 + 2 related
Lorraine MonchakLORRAINE MONCHAK

CHIEF INVESTMENT OFFICER

Total calculated

$204,812

From this org

$84,675

From related orgs

$52,748

Other

$67,389

Hours/week

2 + 20 related

Schedule J breakdown matched by us

Base

$83,410 + $51,960 related

Bonus

$0

Other

$1,265 + $788 related

Deferred

$9,425 + $5,872 related

Nontaxable benefits

$32,097 + $19,995 related

Filer's total

$126,197 + $78,615 related
Donna S ReyDONNA S REY

EXECUTIVE DIRECTOR

Total calculated

$100,395

From this org

$40,281

From related orgs

$28,017

Other

$32,097

Hours/week

2 + 20 related
Van H DunnVAN H DUNN

CHIEF MEDICAL OFFICER

Total calculated

$77,713

From this org

$32,105

From related orgs

$20,000

Other

$25,608

Hours/week

2 + 16 related
Mercedes MambruMERCEDES MAMBRU

CHIEF FINANCIAL OFFICER

Total calculated

$45,533

From this org

$17,971

From related orgs

$12,501

Other

$15,061

Hours/week

2 + 20 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Compensation committee
3 · Independent compensation consultant
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan

Answered no

4a · Severance or change-of-control payment
4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 3: COMPENSATION ALLOCATION ALL OFFICERS AND KEY EMPLOYEES ARE PAID BY THE 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH AND HUMAN SERVICE EMPLOYEES (NBF) FOR THEIR SERVICES PERFORMED FOR ALL 1199SEIU FUNDS. THEIR SALARY IS THEN ALLOCATED TO EACH FUND BASED ON AN ALLOCATION STUDY AND IS REPORTED AS IF PAID BY THE FILING ORGANIZATION. THE AMOUNT REPORTED ON SCHEDULE J, PART II, LINE (I) REPRESENTS THE AMOUNT ALLOCATED TO 1199SEIU GREATER NEW YORK BENEFIT FUND (GNBF) AND THE AMOUNTS REPORTED ON LINE (II) REPRESENT THE TOTAL SALARY AND BENEFITS RECEIVED FOR SERVICES PROVIDED TO GNBF'S RELATED ENTITIES.
PART I, LINE 4B: THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED DEFERRED CONTRIBUTIONS DURING 2022: LORRAINE MONCHAK $132,686 VAN H. DUNN $50,406 DONNA S. REY $79,407 MERCEDES MAMBRU $37,271 THE GNBF AND RELATED ENTITIES' ALLOCATED PORTION OF THE AMOUNT ABOVE IS INCLUDED ON SCHEDULE J, PART II, COL C FOR LORRAINE MONCHAK.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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 GREATER NY PENSION FUND

401(A) · PENSION FUND · NY
1199SEIU GREATER NEW YORK EDUCATION FUND

501(C)(9) · EDUC/TRAINING · NY
1199SEIU GREATER NEW YORK CHILDCARE FUND

501(C)(9) · CHILDCARE FND · NY
1199SEIU GREATER NY WORKER PARTICIPATION

501(C)(5) · LABOR MGMT · NY
1199SEIU GREATER NY JOB SECURITY

501(C)(9) · BENEFIT FUND · NY
1199SEIU HEALTH & HUMAN SVC UNION (GNY)
ACTOR'S FUND NURSING HOME
BEZALEL NURSING HOME
CENTERS (BETHLEHEM COMMONS)
COBBLE HILL CARE CENTER
CONCORD NURSING HOME
EMERSON HEALTH CARE CENTER
HEATH CARE-JFK HARTWYCK AT CEDARBROOK
METHODIST CHURCH HOME
NEW YORK CONGREGATIONAL
NORTHERN METROPOLITAN INC
NORTHERN RIVERVIEW HEALTH CARE CTR INC
NORWEGIAN CHRISTIAN HOME AND HEALTH CTR
RIDGEWOOD CENTER
SAN-SIMEON BY THE SOUND
SOUTHERN OCEAN GENESIS HEALTHCARE CORP
SOUTHERN OCEAN GENESIS HEALTHCARE CORP LPN
TEMCO SERVICE INDUSTRIES INC
TOLSTOY FOUNDATION
041011- CENTERS (KENWOOD MANOR)

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.

ACADIA CENTER FOR NURSING AND REHAB
AFFINITY SKILLED LIVING AND NURSING HOME
AMBOY CARE CENTER
ANCHOR CARE AND REHABILITATION CENTER FKA REGENCY
ARBOR GLEN CARE
ARISTACARE CEDAR CARE CENTER
ARISTACARE NORWOOD TERRRACE
ARNOLD WALTER NURSING HOME
ATLANTIC COAST REHABILITATION
ATLANTIS REHAB CENTER
ATRIUM CENTER FOR REHABILITATION & NURSI
BEACH TERRACE CENTER
BEACON REHABILITATION & NURSING CENTER
BEDFORD CTR FOR NURSING & REHABILITATION
BERKSHIRE NURSING & REHAB CTR
BRONX CENTER MANAGEMENT CORP
BRONX HARBOR HEALTH CARE COMPL
BRONX PARK REHAB AND NURSING CENTER
BROOKHAVEN BEACH HEALTH
BROOKHAVEN HEALTH CARE
BROOKLYN CTR FOR REHAB CENTER
BROOKLYN-QUEENS NURSING HOME - LINDEN BL
CAMPBELL HALL REHABILITATION
CARILLON NURSING AND REHAB
CARING FAMILY NURSING AND REHAB CENTER
CARLTON NURSING HOME
CATON PARK NURSING HOME
CENTRAL ISLAND NURSING HOME
CLARK NURSING AND REHAB CENTER
CLIFFSIDE NURSING HOME
CLOVELAKES HEALTH CARE
CONCORD HEALTHCARE & REHAB CTR
CONFIDENCE MANAGEMENT- GATEWAY CARE CENTER
CONFIDENCE MGMT SERVICES - HAMILTON PARK
CONFIDENCE MGMT SERVICES-CEDAR PARK
CONFIDENCE MGMT SVCS - NORWOOD TERRACE
CORAL HARBOR NURSING & REHAB CTR
CORTLANDT HEALTHCARE
CRANBURY CENTER GENESIS HEALTHCARE CORP
CRANBURY CENTER GENESIS HEALTHCARE CORP LPN
CRANFORD HEALTH AND EXTENDED
CROWN HEIGHTS CTR FOR NUR & REHAB
CROWN NURSING (HOUSEKEEPING)
CROWN NURSING AND HOME ASSOCIATION
CYPRESS CARE CENTER
DALEVIEW NURSING HOME
DELLRIDGE CARE CENTER
EASTCHESTER REHABILITATION
FAIRVIEW NURSING HOME
FAR ROCKAWAY NURSING HOME
FIELDSTON LODGE CARE CENTER
FORDHAM NURSING & REHAB CENTER
FOREST HILLS CARE CENTER
FOREST VIEW NURSING HOME
FORT TRYON CENTER FOR REHAB & NURSING
FOUR SEASONS REHABILITATION
FRANKLIN CENTER REHAB AND NURSING
FRIEDWALD HOUSE CTR FOR REHAB &NURSING
FULTON COMMONS CARE CENTER
GLENGARIFF CORPORATION
GOLDCREST NURSING HOME
GOLDEN GATE REHAB & HEALTH CARE CTR
GRANDELL NURSING & REHAB CENTER
ALARIS HEALTH AT HAMILTON PARK
HAMPTON CENTER FOR REHAB & NURSING
HEALTH CARE-BARNEGAT
HEALTH CARE-CLARK
HEALTH CARE-EDISON
HEALTH CARE-GALLOWAY
HEALTH CARE-KING MANOR
HEALTH CARE-WILLOW SPRINGS
HEALTHCARE AT GREEN KNOLL
HEALTHCARE SERVICES GROUP AT CORAL HARBOR NURSING & REHABILITATION CENTER
HEALTHCARE SERVICES GROUP AT WINGATE AT BEACON
HEALTHCARE SERVICES GROUP AT WINGATE OF DUTCHESS
HEALTHCARE SERVICES GROUP AT WINGATE OF ULSTER
HEALTHCARE SERVICES GROUP INC ARBOR GLEN CENTER
HEALTHCARE SERVICES GROUP INC CINNAMINSON CENTER
HEALTHCARE SERVICES GROUP INC CITADEL AT KINGSBRIDGE
HEALTHCARE SERVICES GROUP INC CRANBURY CENTER
HEALTHCARE SERVICES GROUP INC HOLLY MANOR
HEALTHCARE SERVICES GROUP INC RIDGEWOOD CENTER
HEALTHCARE SERVICES GROUP INC SOUTHERN OCEAN
HEALTHCARE SERVICES GROUP INC TROY HILLS
HEALTHCARE SERVICES GRP AT WILLOW CREE
HEALTHCARE SVCS GRP CONCORD HEALTHCARE
HEALTHCARE SVCS GRP ATLANTIC COAST
HEALTHCARE SVCS GRP OAKRIDGE WEDGEWOOD
HEALTHCARE SVCS GRP INC BRONX PARK
HEALTHCARE SVCS GRP INC BRONX PARK LA
HEATHCARE HOUSEKEEPING-KINGS HARBOR
HIGHLAND VIEW CARE CENTER
HILLSIDE MANOR HEALTH
HOLLIS PARK MANOR
HOLLY MANOR GENESIS HEALTHCARE CORP
HOPE CENTER FOR HIV AND NURSING CARE
HUNTINGTON HILLS CTR FOR HEALTH & REHAB
JFK HARTWYCK-CEDAR BROOK
JFK HARTWYCK-EDISON ESTATES
JOPAL ST JAMES LLC
KING HARBOR MULTICARE CENTER
KING MANOR CARE CENTER
LACONIA NURSING HOME
LAWRENCE NURSING HOME
LEISURE CHATEAU CARE CENTER
LITTLE NECK NURSING HOME
LIVINGSTON VENTURES INCLLC
LONG ISLAND CARE CENTER
MANHATTANVIEW HEALTH CARE CTR
MANHATTANVILLE HEALTH CARE
MEADOW PARK REHABILITATION
MEADOWBROOK CARE CENTER
MEDCO ENTERPRISES AT WAYNE HEALTH RELAT
MEDCO ENTERPRISES AT BAINBRIDGE NURSING
MEDCO ENTERPRISES AT EASTHAVEN HEALTH
MEDCO ENTERPRISES AT MOSHULA PARKWAY
MEDFORD MULTI CARE CENTER
MONTGOMERY NURSING HOME
MORRIS PARK NURSING HOME
NASSAU EXTENDED CARE CENTER
NEW BRIDGEVIEW COMPANY LLC
NEW GLEN OAKS NURSING HOME
NEW MAYFAIR COMPANY INC
NEW MIDWAY COMPANY LLC
NEW RIVERDALE REHAB AND NURSING
NEW VANDERBILT NURSING HOME
NORTHERN MANHATTAN
NORTHERN WESTCHESTER RESIDENTIAL
NYACK RIDGE REHAB NUR CTR
OASIS REHABILITATION & NURSING
OCEAN GARDENS
OCEANSIDE CARE CENTER
OCEANVIEW NURSING HOME
OXFORD NURSING HOME
PALM GARDENS NURSING HOME
PALM TREE CENTER FOR NURSING & REHAB
PARK AVENUE EXTENDED CARE
PARK GARDENS
PARK HOUSE CARE CENTER
PARK TERRACE CARE CENTERINC
PARK VIEW NURSING HOME
PELHAM PARKWAY NURSING HOME
PROMENADE REHABILITATION
PUTNAM NURSING AND REHABILITAT
QUEENS NASSAU (BC)
QUEENS NASSAU (LPN)
RARITAN HEALTH AND EXTENDED
REGEIS CARE CENTER
REGENCY EXTENDED CARE CENTER
EXCELCARE AT WAYNE
REGO PARK NURSING HOME
RESORT NURSING HOME
RIVERDALE NURSING HOME
ROCKAWAY CARE CENTER
ROCKAWAY CARE CENTER HOUSEKEEPING
ROCKAWAY CARE CENTER(BC)
ROCKVILLE NURSING CENTER INC
ROCKVILLE SKILLED NURSING
SAINT JAMES HEALTHCARE CTR
SANDS POINT NURSING HOME (BC)
SAPPHIRE CENTER FOR REHAB & NURSING LLC
SEACREST HEALTH CARE CENTER
SHEEPSHEAD NURS & REHAB CTR
SHOREVIEW NURSING HOME
SILVER LAKE SPECIALIZED
SKYVIEW HEALTHCARE CENTER
SOUTH SHORE HEALTHCARE
SPLIT ROCK REHABILITATION
SPRAIN BROOK MANOR REHAB LLC
SPRING CREEK NH WILLBOUGHBY REHABHCC
STATEN ISLAND CARE CENTER - LAFAYETTE AV
SUNHARBOR MANOR LLC
SUTTON PARK CENTER FOR NURS & REHAB
TACONIC REHABILITATION AND NURSING AT BEACON
TACONIC REHABILITATION AND NURSING AT HOPEWELL
TACONIC REHABILITATION AND NURSING AT ULSTER
TARRYTOWN HALL CARE CENTER
TEANECK NURSING CENTER
THE ELANOR
THE ENCLAVES
THE GRAND REHAB & NURSING AT SOUTH POINT
THE GRAND REHAB&NURSING AT RIVER VALLEY
THE GRAND REHAB & NURSING AT QUEENS
THE PAVILION QUEENS REHAB&NURSING LLC
THE PINES AT POUGHKEEPSIE CENTER FOR NURSING AND REHAB
THROGS NECK EXTENDED CARE
TOWNHOUSE EXTENDED CARE CENTER
TROY HILLS CENTER
UNION PLAZA NURSING HOME
UNIVERSITY NURSING HOME
UPPER EAST SIDE REHAB & NURSING CENTER
VERRAZANO NURSING HOME
WATER'S EDGE PART JEFFERSON
WATERVIEW NURSING HOME
WEDGEWOOD HEALTHCARE CENTER
WESTCHESTER CARE CENTER
WESTCHESTER CARE CENTER (RN)
WHITE PLAINS CENTER FOR CARE
WILLIAMSBRIDGE MANOR
WILLOW SPRINGS REHAB & HEALTHCARE CENTER
WINDSOR PARK NURSING HOME
WOODCLIFF LAKE CARE CENTER
WOODCREST NURSING HOME
WOODMERE REHAB & HEALTHCARE CTR
WORKMENS CIRCLE HOME

Provenance

Return type: form_990
Tax year: 2022
Filed: 15 November 2023
IRS schema version: 2022v5.0
Source object: 202303199349323845

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.