Civic Intelligence

Service Employees Benefit Fund

EIN 15-0613682 • 501(c)9 • Syracuse, NY

View Organization Page

Profile

To provide health and welfare services to members.

250 S Clinton Street Suite 200Syracuse, NY 13202

www.sebf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

46th percentile

3.7%

Higher net margin than 46% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

22%

Faster revenue growth than 82% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$52,074,243

Up $5,333,253 (+11%) from 2023

Liabilities

Down

$229,131

Down $8,194 (-3.5%) from 2023

Net Assets

Up

$51,845,112

Up $5,341,447 (+11%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin46th percentile

Revenue

Up

$48,185,245

Up $8,796,999 (+22%) from 2023

Expenses

Up

$46,381,057

Up $1,562,600 (+3.5%) from 2023

Net Income

Up

$1,804,188

Up $7,234,399 (+133%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $10,965,042Liabilities 2010: $971,811Net Assets 2010: $9,993,2312010Assets 2011: $12,692,277Liabilities 2011: $304,265Net Assets 2011: $12,388,0122011Assets 2012: $13,762,149Liabilities 2012: $145,310Net Assets 2012: $13,616,8392012Assets 2013: $16,875,932Liabilities 2013: $221,820Net Assets 2013: $16,654,1122013Assets 2014: $18,289,205Liabilities 2014: $156,199Net Assets 2014: $18,133,0062014Assets 2015: $21,723,014Liabilities 2015: $126,398Net Assets 2015: $21,596,6162015Assets 2016: $25,823,242Liabilities 2016: $140,608Net Assets 2016: $25,682,6342016Assets 2017: $29,836,901Liabilities 2017: $157,582Net Assets 2017: $29,679,3192017Assets 2018: $31,828,585Liabilities 2018: $171,009Net Assets 2018: $31,657,5762018Assets 2019: $38,057,785Liabilities 2019: $161,792Net Assets 2019: $37,895,9932019Assets 2020: $47,131,622Liabilities 2020: $151,243Net Assets 2020: $46,980,3792020Assets 2021: $52,829,631Liabilities 2021: $166,117Net Assets 2021: $52,663,5142021Assets 2022: $51,277,450Liabilities 2022: $160,140Net Assets 2022: $51,117,3102022Assets 2023: $46,740,990Liabilities 2023: $237,325Net Assets 2023: $46,503,6652023Assets 2024: $52,074,243Liabilities 2024: $229,131Net Assets 2024: $51,845,1122024

Highlighted filing

2024

Assets$52,074,243
Liabilities$229,131
Net Assets$51,845,112
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $16,548,6742010Expenses 2011: $18,465,7022011Expenses 2012: $24,247,5102012Expenses 2013: $24,178,3822013Revenue 2014: $25,692,184Expenses 2014: $24,103,231Net Income 2014: $1,588,9532014Revenue 2015: $29,298,010Expenses 2015: $26,090,144Net Income 2015: $3,207,8662015Revenue 2016: $35,087,729Expenses 2016: $31,329,938Net Income 2016: $3,757,7912016Revenue 2017: $36,535,595Expenses 2017: $33,215,769Net Income 2017: $3,319,8262017Revenue 2018: $38,418,143Expenses 2018: $35,934,156Net Income 2018: $2,483,9872018Revenue 2019: $40,693,016Expenses 2019: $36,218,498Net Income 2019: $4,474,5182019Revenue 2020: $43,310,490Expenses 2020: $36,237,102Net Income 2020: $7,073,3882020Revenue 2021: $42,030,691Expenses 2021: $38,819,978Net Income 2021: $3,210,7132021Revenue 2022: $43,032,952Expenses 2022: $38,297,083Net Income 2022: $4,735,8692022Revenue 2023: $39,388,246Expenses 2023: $44,818,457Net Income 2023: -$5,430,2112023Revenue 2024: $48,185,245Expenses 2024: $46,381,057Net Income 2024: $1,804,1882024

Highlighted filing

2024

Revenue$48,185,245
Expenses$46,381,057
Net Income$1,804,188
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$52,074,243
Liabilities
$229,131
Net assets
$51,845,112
Revenue
$48,185,245
Expenses
$46,381,057
Net income
$1,804,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.1$0.23$51.8$48.2$46.4$1.80
2023Detailed filing. Detailed filing data is available for this year.$46.7$0.24$46.5$39.4$44.8$5.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.3$0.16$51.1$43.0$38.3$4.74
2021Detailed filing. Detailed filing data is available for this year.$52.8$0.17$52.7$42.0$38.8$3.21
2020Detailed filing. Detailed filing data is available for this year.$47.1$0.15$47.0$43.3$36.2$7.07
2019Detailed filing. Detailed filing data is available for this year.$38.1$0.16$37.9$40.7$36.2$4.47
2018Detailed filing. Detailed filing data is available for this year.$31.8$0.17$31.7$38.4$35.9$2.48
2017Detailed filing. Detailed filing data is available for this year.$29.8$0.16$29.7$36.5$33.2$3.32
2016Detailed filing. Detailed filing data is available for this year.$25.8$0.14$25.7$35.1$31.3$3.76
2015Detailed filing. Detailed filing data is available for this year.$21.7$0.13$21.6$29.3$26.1$3.21
2014Detailed filing. Detailed filing data is available for this year.$18.3$0.16$18.1$25.7$24.1$1.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$0.22$16.7$24.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.15$13.6$24.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.30$12.4$18.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.97$9.99$16.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Sep 12, 2025
Return Version
2023v6.0
Gross Receipts
$70,628,175
Mission and Program Overview

Mission

To provide health and welfare services to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$46,503,665$51,845,112▲ $5,341,447
Investments in Publicly Traded Securities$39,675,460$43,595,414▲ $3,919,954
Accounts Receivable$3,875,169$4,820,214▲ $945,045
Cash and Non-Interest-Bearing Accounts$2,285,596$2,738,762▲ $453,166
Prepaid Expenses and Deferred Charges$106,284$118,332▲ $12,048
Land, Buildings, and Equipment, Net$32,492$24,867▼ $7,625
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$46,740,990$52,074,243▲ $5,333,253
Other Assets Total$765,989$776,654▲ $10,665
Liabilities
Accounts Payable and Accrued Expenses$114,888$142,398▲ $27,510
Other Liabilities$122,437$86,733▼ $35,704
Total Liabilities$237,325$229,131▼ $8,194
Net Assets / Fund Balance
Total Net Assets Fund Balance$46,503,665$51,845,112▲ $5,341,447
Total Liabilities and Net Assets / Fund Balance$46,740,990$52,074,243▲ $5,333,253

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$24,867$291,501$316,368
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terry MoonFund ManagerFT$97,927$49,063$146,990

Board Members and Trustees

NameTitle
Grace BongdanoveFormer Trustee
Robert WoodFormer Trustee
Elizabeth GolembeskiTrustee
John MurrayTrustee
Kevin LockhartTrustee
Laura DowlingTrustee
Liz SmithTrustee
Mary WilsieTrustee
RUSSELL D'AMICOTrustee
Scott PhillipsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$42,791,710
Investment Income
$1,612,246
Other Revenue
$3,781,289
Change in Net Assets
$1,804,188

Audited Revenue Reconciliation

Revenue per Audited Statements
$44,192,661
Revenue Not Reported on Financial Statements
$3,992,584
Revenue Not Reported on Form 990
$3,537,259
Other Revenue Adjustments
$3,781,289
Total Revenue per Audited Statements
$47,729,920
Total Revenue per Form 990
$48,185,245
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,047,656
Salaries, Compensation, and Employee Benefits$747,624
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$43,585,777
Insurance---$1,423,736
Other Salaries and Wages---$468,854
Fees for Service Investment Mgmnt Fees---$211,295
Pension Plan Contributions---$134,992
Current Officers, Directors, Trustees, and Key Employees---$97,927
Fees for Services Other---$96,200
Office Expenses---$74,011
Payroll Taxes---$45,851
Fees for Services Accounting---$39,300
Occupancy---$38,836
Fees for Services Legal---$38,460
Depreciation Depletion---$7,625
Travel---$4,505
Other Expenses---$3,640
Conferences and Meetings---$2,284
Advertising---$1,753
Total Functional Expenses$0$0$0$46,381,057

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$46,381,057
Expenses per Audited Statements$46,169,762
Total Expenses per Audited Statements$42,388,473
Expenses Not Reported on Financial Statements$211,295
Expenses Not Reported on Form 990$-3,781,289
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Leases Liability$86,733
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The plan contains union members.”

Form 990, Part VI, Section B, Line 11B

“The draft form 990 is reviewed by the board of trustees prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“Each year, board members and all staff are required to sign a conflict of interest statement. Statements are reviewed annually by the chairman and fund manager.”

Form 990, Part VI, Section B, Line 15

“The fund manager's salary is approved by the board of trustees through the budget.”

Form 990, Part VI, Section C, Line 19

“The irs form 990 will be provided to any individual upon written or in person request without charge other than reasonable fees for copying and postage.”

Filing and Contact Details

Filer

Filer Name
Service Employees Benefit Fund
EIN
15-0613682
Phone
3152186513
Address
250 S CLINTON STREET SUITE 200, SYRACUSE, NY 13202

Signing Officer

Name
Terry Moon
Title
Fund Manager
Phone
3152186513
Signed
2025-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Moon
Formed
1961
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
0

Preparer

Firm
Dermody Burke & Brown Cpas LLC
Address
443 N FRANKLIN ST STE 100, SYRACUSE, NY 13204-1441
Preparer
Lori a Ciarla CPA
Phone
3154719171
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The plan has not changed its oversight process during the tax year. The board of trustees is responsible for the oversight of the audit. The board of trustees reviews results of the audit and has final approval of the audited financial statements as well as appointing an independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The united states treasury department originally advised in july 1961, and confirmed with a letter dated august 27, 1992, that the plan constitutes a tax-exempt organization and is, therefore, exempt from federal income taxes under provision of section 501 (c)(9) of the internal revenue code. The plan has been amended since receiving the determination letter. However, the plan administrator and the plans tax counsel believe that the plan is currently designed and being operated in compliance with the applicable requirements of the internal revenue code. Therefore, no provision for income taxes has been included in the plans financial statements. In addition, income from certain activities not directly related to the plans tax-exempt purpose is subject to taxation as unrelated business income. Income taxes for such unrelated business income resulted from certain investment income. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. Plan management has analyzed the tax positions taken by the plan, and has concluded that as of october 31, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Stop loss refund 3,781,289.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Stop loss refund -3,781,289.”

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0114888
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0142398
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IRS990/AccountsReceivableGrp/EOYAmt04820214
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE SERVICES TO MEMBERS.
IRS990/AdvertisingGrp/TotalAmt01753
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt043585777
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IRS990/BooksInCareOfDetail/PhoneNum03152186513
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 S CLINTON STREET SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0SYRACUSE
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IRS990/CreditCounselingInd00
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IRS990/Desc0PROVIDED COVERAGE FOR PARTICIPANTS FOR MEDICAL, DENTAL, OPTICAL, DISABILITY, ACCIDENTAL DEATH & DISMEMBERMENT, AND DEATH BENEFITS. TOTAL NUMBER OF PARTICIPANTS SERVED WAS 8,505.
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IRS990/Form990PartVIISectionAGrp/PersonNm1ELIZABETH GOLEMBESKI
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IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN MURRAY
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IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN LOCKHART
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURA DOWLING
IRS990/Form990PartVIISectionAGrp/PersonNm8RUSSELL D'AMICO
IRS990/Form990PartVIISectionAGrp/PersonNm9MARY WILSIE
IRS990/Form990PartVIISectionAGrp/PersonNm10TERRY MOON
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10FUND MANAGER
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt070628175
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt01423736
IRS990/InvestmentIncomeGrp/ExclusionAmt01485644
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01485644
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt039675460
IRS990/InvestmentsPubTradedSecGrp/EOYAmt043595414
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0291501
IRS990/LandBldgEquipBasisNetGrp/BOYAmt032492
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024867
IRS990/LandBldgEquipCostOrOtherBssAmt0316368
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt022442930
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE SERVICES TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt046503665
IRS990/NetAssetsOrFundBalancesEOYAmt051845112
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0126602
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0126602
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03537259
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt038836
IRS990/OfficeExpensesGrp/TotalAmt074011
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0765989
IRS990/OtherAssetsTotalGrp/EOYAmt0776654
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0106011
IRS990/OtherExpensesGrp/TotalAmt13640
IRS990/OtherLiabilitiesGrp/BOYAmt0122437
IRS990/OtherLiabilitiesGrp/EOYAmt086733
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0STOP LOSS REFUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03781289
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03781289
IRS990/OtherRevenueTotalAmt03781289
IRS990/OtherSalariesAndWagesGrp/TotalAmt0468854
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt045851
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0134992
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0106284
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0118332
IRS990/PrincipalOfficerNm0TERRY MOON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1INTEREST ON DELINQUENCIES
IRS990/ProgramServiceRevenueGrp/Desc2SEPARATED EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt042484038
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1216663
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt291009
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt042484038
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1216663
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt291009
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt042225849
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0478994
IRS990/PYOtherExpensesAmt01845534
IRS990/PYOtherRevenueAmt01211735
IRS990/PYProgramServiceRevenueAmt037697517
IRS990/PYRevenuesLessExpensesAmt0-5430211
IRS990/PYSalariesCompEmpBnftPaidAmt0747074
IRS990/PYTotalExpensesAmt044818457
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt039388246
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01804188
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt024867
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0291501
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0316368
IRS990ScheduleD/ExpensesNotReportedAmt0-3781289
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0211295
IRS990ScheduleD/ExpensesSubtotalAmt046169762
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0211295
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0211295
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03537259
IRS990ScheduleD/OtherExpensesIncludedAmt0-3781289
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt086733
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASES LIABILITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt03781289
IRS990ScheduleD/RevenueNotReportedAmt03537259
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03992584
IRS990ScheduleD/RevenueSubtotalAmt044192661
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE UNITED STATES TREASURY DEPARTMENT ORIGINALLY ADVISED IN JULY 1961, AND CONFIRMED WITH A LETTER DATED AUGUST 27, 1992, THAT THE PLAN CONSTITUTES A TAX-EXEMPT ORGANIZATION AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISION OF SECTION 501 (C)(9) OF THE INTERNAL REVENUE CODE. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLANS TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLANS FINANCIAL STATEMENTS. IN ADDITION, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE PLANS TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. INCOME TAXES FOR SUCH UNRELATED BUSINESS INCOME RESULTED FROM CERTAIN INVESTMENT INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF OCTOBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1STOP LOSS REFUND 3,781,289.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2STOP LOSS REFUND -3,781,289.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt024867
IRS990ScheduleD/TotalExpensesPerForm990Amt046381057
IRS990ScheduleD/TotalLiabilityAmt086733
IRS990ScheduleD/TotalRevenuePerForm990Amt048185245
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt047729920
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt042388473
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN CONTAINS UNION MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DRAFT FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH YEAR, BOARD MEMBERS AND ALL STAFF ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. STATEMENTS ARE REVIEWED ANNUALLY BY THE CHAIRMAN AND FUND MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND MANAGER'S SALARY IS APPROVED BY THE BOARD OF TRUSTEES THROUGH THE BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE IRS FORM 990 WILL BE PROVIDED TO ANY INDIVIDUAL UPON WRITTEN OR IN PERSON REQUEST WITHOUT CHARGE OTHER THAN REASONABLE FEES FOR COPYING AND POSTAGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PLAN HAS NOT CHANGED ITS OVERSIGHT PROCESS DURING THE TAX YEAR. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. THE BOARD OF TRUSTEES REVIEWS RESULTS OF THE AUDIT AND HAS FINAL APPROVAL OF THE AUDITED FINANCIAL STATEMENTS AS WELL AS APPOINTING AN INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt046740990
IRS990/TotalAssetsEOYAmt052074243
IRS990/TotalAssetsGrp/BOYAmt046740990
IRS990/TotalAssetsGrp/EOYAmt052074243
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/TotalAmt046381057
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0237325
IRS990/TotalLiabilitiesEOYAmt0229131
IRS990/TotalLiabilitiesGrp/BOYAmt0237325
IRS990/TotalLiabilitiesGrp/EOYAmt0229131
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt046503665
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt051845112
IRS990/TotalOtherCompensationAmt049063
IRS990/TotalProgramServiceRevenueAmt042791710
IRS990/TotalReportableCompFromOrgAmt097927
IRS990/TotalRevenueGrp/ExclusionAmt01485644
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt046699601
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048185245
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046740990
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt052074243
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt04505
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0250 S CLINTON STREET SUITE 200
IRS990/USAddress/CityNm0SYRACUSE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013202
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.SEBF.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY MOON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum03152186513
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERVICE EMPLOYEES BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SERV
ReturnHeader/Filer/EIN0150613682
ReturnHeader/Filer/PhoneNum03152186513
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 S CLINTON STREET SUITE 200
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010723685
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DERMODY BURKE & BROWN CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0443 N FRANKLIN ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SYRACUSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0132041441
ReturnHeader/PreparerPersonGrp/PhoneNum03154719171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A CIARLA CPA
ReturnHeader/ReturnTs02025-09-15T10:11:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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