Civic Intelligence

Service Employees Benefit Fund

990 • Fiscal year 2020 • EIN 15-0613682

Nov 01, 2019 to Oct 31, 2020 • Filed on Sep 09, 2021

Organization ProfileWWW.SEBF.ORG

View Organization Page

250 S Clinton Street Suite 200Syracuse, NY 13202

(315) 218-6513

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

64th percentile

$123,879

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

88th percentile

24%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

6.4%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$47,131,622

Up $9,073,837 (+24%) from 2019

Net Assets

Up

$46,980,379

Up $9,084,386 (+24%) from 2019

Liabilities

Down

$151,243

Down $10,549 (-6.5%) from 2019

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin71st percentile

Revenue

Up

$43,310,490

Up $2,617,474 (+6.4%) from 2019

Expenses

Up

$36,237,102

Up $18,604 (+0.1%) from 2019

Net Income

Up

$7,073,388

Up $2,598,870 (+58%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$47,131,622
Liabilities$151,243
Net Assets$46,980,379
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$43,310,490
Expenses$36,237,102
Net Income$7,073,388
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Sep 9, 2021
Return Version
2019v5.2
Gross Receipts
$43,310,490
Mission and Program Overview

Mission

To provide health and welfare services to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$37,895,993$46,980,379▲ $9,084,386
Investments in Publicly Traded Securities$29,400,223$37,955,847▲ $8,555,624
Cash and Non-Interest-Bearing Accounts$4,346,676$4,448,311▲ $101,635
Accounts Receivable$3,483,423$3,960,792▲ $477,369
Prepaid Expenses and Deferred Charges$117,453$116,977▼ $476
Land, Buildings, and Equipment, Net$35,053$30,600▼ $4,453
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$38,057,785$47,131,622▲ $9,073,837
Other Assets Total$674,957$619,095▼ $55,862
Liabilities
Accounts Payable and Accrued Expenses$161,792$151,243▼ $10,549
Total Liabilities$161,792$151,243▼ $10,549
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,895,993$46,980,379▲ $9,084,386
Total Liabilities and Net Assets / Fund Balance$38,057,785$47,131,622▲ $9,073,837

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$30,600$282,853$313,453
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tammy McmanusFund ManagerFT$99,789$24,090$123,879

Board Members and Trustees

NameTitle
Elizabeth GolembeskiTrustee
John MurrayTrustee
Kathy TuckerTrustee
Liz SmithTrustee
Robert WoodTrustee
Ruth HellerTrustee
Scott PhillipsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$41,013,596
Investment Income
$757,863
Other Revenue
$1,539,031
Change in Net Assets
$7,073,388

Audited Revenue Reconciliation

Revenue per Audited Statements
$41,614,489
Revenue Not Reported on Financial Statements
$1,696,001
Revenue Not Reported on Form 990
$2,010,998
Other Revenue Adjustments
$1,539,031
Total Revenue per Audited Statements
$43,625,487
Total Revenue per Form 990
$43,310,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,010,431
Salaries, Compensation, and Employee Benefits$714,017
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$34,512,654
Insurance---$499,042
Other Salaries and Wages---$430,942
Fees for Service Investment Mgmnt Fees---$156,970
Current Officers, Directors, Trustees, and Key Employees---$123,878
Pension Plan Contributions---$115,071
Fees for Services Other---$64,380
Office Expenses---$62,121
Fees for Services Legal---$59,932
Payroll Taxes---$44,126
Occupancy---$37,668
Fees for Services Accounting---$29,500
Depreciation Depletion---$7,535
Travel---$2,062
Conferences and Meetings---$1,536
Other Expenses---$4
Total Functional Expenses$0$0$0$36,237,102

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$36,237,102
Expenses per Audited Statements$36,080,132
Total Expenses per Audited Statements$34,541,101
Expenses Not Reported on Financial Statements$156,970
Expenses Not Reported on Form 990$-1,539,031
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
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
Tammy Mcmanus
Title
Fund Manager
Phone
3152186513
Signed
2021-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tammy Mcmanus
Formed
1961
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
10
Volunteers
0

Preparer

Firm
Dermody Burke & Brown Cpas LLC
Address
443 N FRANKLIN ST STE 100, SYRACUSE, NY 13204-1441
Preparer
Lori Ciarla
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, 2020, 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 1,539,031.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Stop loss refund -1,539,031.”

Raw XML Appendix365 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/BOYAmt0161792
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0151243
IRS990/AccountsReceivableGrp/BOYAmt03483423
IRS990/AccountsReceivableGrp/EOYAmt03960792
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE SERVICES TO MEMBERS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt034512654
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TAMMY MCMANUS FUND MANAGER
IRS990/BooksInCareOfDetail/PhoneNum03152186513
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 S CLINTON STREET SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0SYRACUSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd013202
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt037895993
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt046980379
IRS990/CashNonInterestBearingGrp/BOYAmt04346676
IRS990/CashNonInterestBearingGrp/EOYAmt04448311
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0123878
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt01536
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt034512654
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0757863
IRS990/CYOtherExpensesAmt01010431
IRS990/CYOtherRevenueAmt01539031
IRS990/CYProgramServiceRevenueAmt041013596
IRS990/CYRevenuesLessExpensesAmt07073388
IRS990/CYSalariesCompEmpBnftPaidAmt0714017
IRS990/CYTotalExpensesAmt036237102
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt043310490
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt07535
IRS990/Desc0PROVIDED COVERAGE FOR PARTICIPANTS FOR MEDICAL, DENTAL, OPTICAL, DISABILITY, ACCIDENTAL DEATH & DISMEMBERMENT, AND DEATH BENEFITS. TOTAL NUMBER OF PARTICIPANTS SERVED WAS 9,907.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt029500
IRS990/FeesForServicesLegalGrp/TotalAmt059932
IRS990/FeesForServicesOtherGrp/TotalAmt064380
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0156970
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt724090
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm1ELIZABETH GOLEMBESKI
IRS990/Form990PartVIISectionAGrp/PersonNm2RUTH HELLER
IRS990/Form990PartVIISectionAGrp/PersonNm3SCOTT PHILLIPSON
IRS990/Form990PartVIISectionAGrp/PersonNm4LIZ SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHY TUCKER
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm7TAMMY MCMANUS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt799789
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7FUND MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt043310490
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt0499042
IRS990/InvestmentIncomeGrp/ExclusionAmt0757863
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0757863
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029400223
IRS990/InvestmentsPubTradedSecGrp/EOYAmt037955847
IRS990/IRPDocumentCnt0453
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0282853
IRS990/LandBldgEquipBasisNetGrp/BOYAmt035053
IRS990/LandBldgEquipBasisNetGrp/EOYAmt030600
IRS990/LandBldgEquipCostOrOtherBssAmt0313453
IRS990/LegalDomicileStateCd0NY
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/NetAssetsOrFundBalancesBOYAmt037895993
IRS990/NetAssetsOrFundBalancesEOYAmt046980379
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02010998
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt037668
IRS990/OfficeExpensesGrp/TotalAmt062121
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0674957
IRS990/OtherAssetsTotalGrp/EOYAmt0619095
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt089681
IRS990/OtherExpensesGrp/TotalAmt14
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0STOP LOSS REFUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01539031
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01539031
IRS990/OtherRevenueTotalAmt01539031
IRS990/OtherSalariesAndWagesGrp/TotalAmt0430942
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt044126
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0115071
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0117453
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0116977
IRS990/PrincipalOfficerNm0TAMMY MCMANUS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1INTEREST ON DELINQUENCIES
IRS990/ProgramServiceRevenueGrp/Desc2AETNA REBATE
IRS990/ProgramServiceRevenueGrp/Desc3SEPARATED EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt040708904
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1128032
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2103152
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt373508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040708904
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1128032
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2103152
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt373508
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt034585547
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0653221
IRS990/PYOtherExpensesAmt0934874
IRS990/PYOtherRevenueAmt0619870
IRS990/PYProgramServiceRevenueAmt039419925
IRS990/PYRevenuesLessExpensesAmt04474518
IRS990/PYSalariesCompEmpBnftPaidAmt0698077
IRS990/PYTotalExpensesAmt036218498
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt040693016
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07073388
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt030600
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0282853
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0313453
IRS990ScheduleD/ExpensesNotReportedAmt0-1539031
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0156970
IRS990ScheduleD/ExpensesSubtotalAmt036080132
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0156970
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0156970
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02010998
IRS990ScheduleD/OtherExpensesIncludedAmt0-1539031
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01539031
IRS990ScheduleD/RevenueNotReportedAmt02010998
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01696001
IRS990ScheduleD/RevenueSubtotalAmt041614489
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, 2020, 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 1,539,031.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2STOP LOSS REFUND -1,539,031.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030600
IRS990ScheduleD/TotalExpensesPerForm990Amt036237102
IRS990ScheduleD/TotalRevenuePerForm990Amt043310490
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt043625487
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt034541101
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/TotalAssetsBOYAmt038057785
IRS990/TotalAssetsEOYAmt047131622
IRS990/TotalAssetsGrp/BOYAmt038057785
IRS990/TotalAssetsGrp/EOYAmt047131622
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/TotalAmt036237102
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0161792
IRS990/TotalLiabilitiesEOYAmt0151243
IRS990/TotalLiabilitiesGrp/BOYAmt0161792
IRS990/TotalLiabilitiesGrp/EOYAmt0151243
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt037895993
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt046980379
IRS990/TotalOtherCompensationAmt024090
IRS990/TotalProgramServiceRevenueAmt041013596
IRS990/TotalReportableCompFromOrgAmt099789
IRS990/TotalRevenueGrp/ExclusionAmt0757863
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042552627
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043310490
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt038057785
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047131622
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02062
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0250 S CLINTON STREET SUITE 200
IRS990/USAddress/CityNm0SYRACUSE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013202
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SEBF.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY MCMANUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum03152186513
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-09
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/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/PreparationDt02021-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI CIARLA
ReturnHeader/ReturnTs02021-09-09T15:09:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,131,622
Liabilities
$151,243
Net assets
$46,980,379
Revenue
$43,310,490
Expenses
$36,237,102
Net income
$7,073,388
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