Service Employees Benefit Fund
Revenue
$48.2m
year to 31 October 2024
Expenses
$46.4m
year to 31 October 2024
Total assets
$52.1m
$229k liabilities
Net assets
$51.8m
assets less liabilities
Directors and trustees
10
5.9y av
Staff
9
employees, year to 31 October 2024
Left since last filing
0
no seats appear to have opened
Officers and senior staff
2
named in Part VII
Service Employees Benefit Fund's network
10 people11 organisationsi10 people and 11 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (13) 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
10 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 8 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 |
|---|---|---|---|
| Elizabeth Golembeski | Trustee | 2018 | 8 yrs |
| Grace Bongdanove | Former Trustee | 2021 | 5 yrs |
| John Murray | Trustee | 2018 | 8 yrs |
| Kevin Lockhart | Trustee | 2023 | 3 yrs |
| Laura Dowling | Trustee | 2023 | 3 yrs |
| Liz Smith | Trustee | 2018 | 8 yrs |
| Mary Wilsie | Trustee | 2024 | 2 yrs |
| Robert Wood | Former Trustee | 2018 | 8 yrs |
| Russell D'Amico | Trustee | 2024 | 2 yrs |
| Scott Phillipson | Trustee | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 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 |
|---|---|---|
| Tammy McManus | Fund Manager (Retired 12/31/22) | since 2018 |
| Terry Moon | Fund Manager | since 2023 |
Pay and hours
year to 31 October 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 |
|---|---|---|---|---|---|
| Terry Moon | Fund Manager | 40 | $98k | $49k | |
| Robert Wood | Former Trustee | 1 | $0 | ||
| Elizabeth Golembeski | Trustee | 1 | $0 | ||
| Scott Phillipson | Trustee | 1 | $0 | ||
| Liz Smith | Trustee | 1 | $0 | ||
| John Murray | Trustee | 1 | $0 | ||
| Grace Bongdanove | Former Trustee | 1 | $0 | ||
| Kevin Lockhart | Trustee | 1 | $0 | ||
| Laura Dowling | Trustee | 1 | $0 | ||
| Russell D'amico | Trustee | 1 | $0 | ||
| Mary Wilsie | Trustee | 1 | $0 |
About
- Legal name
- Service Employees Benefit Fund
- EIN
- 150613682
- Address
- 250 S Clinton St Ste 200, Syracuse, NY, 13202-1067
- State
- New York
- Mission
- To provide health and welfare services to members. (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
- 1961
- Principal officer
- Terry Moon (as named on the Form 990)
- IRS ruling date
- 1 February 2006
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
Most connected
Longest observed on the filings
≥8years on the filingsElizabeth Golembeski
≥8years on the filingsJohn Murray
≥8years on the filingsLiz Smith
≥8years on the filingsRobert Wood
Latest return
year to 31 October 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 October 2024. US dollars, as filed.- Total assets
- $52.1m
- Total liabilities
- $229k
- Net assets or fund balances
- $51.8m
- Contributions and grants received
- $0
- Program service revenue
- $42.8m
- Employees
- 9
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $48.2m | $46.4m | $1.8m |
As filed on the IRS Form 990. US dollars.