1199 Seiu National Benefit Fund for Home Care Employees
Revenue
$131.5m
year to 31 December 2024
Expenses
$157.5m
year to 31 December 2024
Total assets
$118.6m
$22.1m liabilities
Net assets
$96.4m
assets less liabilities
Directors and trustees
14
7.5y av
Staff
0
14 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
12
named in Part VII
1199 Seiu National Benefit Fund for Home Care Employees' network
14 people7 organisationsi14 people and 7 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (14) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Adria Powell | Employer Trustee | 2018 | 8 yrs |
| Andrea Thomas-Randall | Employer Trustee | 2022 | 4 yrs |
| Dan Ratner | Union Trustee (Beg. 5/22) | 2022 | 4 yrs |
| Gladys Confident | Employer Trustee | 2018 | 8 yrs |
| Guadalupe Astacio | Union Trustee | 2018 | 8 yrs |
| Harold Fong-Sam | Union Trustee | 2018 | 8 yrs |
| James Rolla | Employer Trustee | 2022 | 4 yrs |
| Keith Joseph | Union Trustee | 2018 | 8 yrs |
| Kwaidavidho | Union Trustee | 2018 | 8 yrs |
| Ling MA | Employer Trustee | 2018 | 8 yrs |
| Marc Kramer | Employer Trustee | 2019 | 7 yrs |
| Rona Shapiro | Union Trustee | 2018 | 8 yrs |
| Vladimir Fortunny | Union Trustee | 2018 | 8 yrs |
| Yvonne Armstrong | Union Trustee | 2018 | 8 yrs |
Officers and senior leadership
12 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Brandy D Shiloh | Chief of Staff Strategic Ops | since 2018 |
| Dilay Altiner | NBF - Portfolio Manager | since 2018 |
| Donna S REY | Executive Director | since 2018 |
| Glen Dibiasi | Chief Technology Officer | 2018 |
| Jeffrey Stein | Fund Counsel | since 2018 |
| Joshua Sorensen | NBF - Investment Analyst | 2019 |
| Lorraine Monchak | Chief Investments Officer | since 2018 |
| Mercedes Mambru | Chief Financial Officer (Beg. 4/20) | since 2020 |
| Mitra Behroozi | Executive Officer | since 2018 |
| Samuel Heller | Chief Financial Officer | since 2018 |
| Stacey Millman | Chief Communications Officer | since 2018 |
| Van H Dunn | Chief Medical Officer | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Lorraine Monchak | Chief Investments Officer | 1 | $42k | $21k | |
| Donna Rey | Executive Director | 1 | $23k | $11k | |
| Van H Dunn | Chief Medical Officer | 1 | $15k | $8k | |
| Mercedes Mambru | Chief Financial Officer | 1 | $10k | $5k | |
| Adria Powell | Employer Trustee | 1 | $0 | ||
| Andrea Thomas-Randall | Employer Trustee | 1 | $0 | ||
| Daniel Ratner | Union Trustee | 1 | $0 | ||
| Gladys Confident | Employer Trustee | 1 | $0 | ||
| Guadalupe Astacio | Union Trustee | 1 | $0 | ||
| Harold Fong-Sam | Union Trustee (End 03/2024) | 1 | $0 | ||
| James Rolla | Employer Trustee | 1 | $0 | ||
| Keith Joseph | Union Trustee | 1 | $0 | ||
| Kwaidavid Ho | Union Trustee | 1 | $0 | ||
| Ling Ma | Employer Trustee (End 11/2024) | 1 | $0 | ||
| Marc Kramer | Employer Trustee | 1 | $0 | ||
| Rona Shapiro | Union Trustee | 1 | $0 | ||
| Vladimir Fortunny | Union Trustee | 1 | $0 | ||
| Yvonne Armstrong | Union Trustee | 1 | $0 |
About
- Legal name
- 1199 Seiu National Benefit Fund for Home Care Employees
- EIN
- 134129368
- Address
- Po Box 842, New York, NY, 10108-0842
- State
- New York
- Mission
- To provide health and welfare benefits to eligible participants under the terms of the collective bargaining agreement and trust document. (as filed on the Form 990)
- Activity (NTEE)
- Y43 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 9 (IRS master file code)
- Formed
- 1949
- IRS ruling date
- 1 April 2002
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 4, latest 2022
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsAdria Powell
≥8years on the filingsGladys Confident
≥8years on the filingsGuadalupe Astacio
≥8years on the filingsHarold Fong-Sam
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $118.6m
- Total liabilities
- $22.1m
- Net assets or fund balances
- $96.4m
- Contributions and grants received
- $0
- Program service revenue
- $128.3m
- Employees
- 0
- Volunteers
- 14