Form 990 for tax year 2023
Filed by SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND.
Totals
- Total revenue
- $42,713,279
- Total expenses
- $39,396,586
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $40,848,780
- Investment income
- $1,864,335
- Other revenue
- $164
- Total assets, end of year
- $30,784,154
- Total liabilities, end of year
- $3,783,089
- Net assets or fund balances, end of year
- $27,001,065
- 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 CONTRIBUTIONS
total $34,042,258 · related or exempt $34,042,258 · unrelated business $0 · excluded $0
-
2b · Program service revenue: REIMBURSEMENTS
total $6,806,522 · related or exempt $6,806,522 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,007,264 · related or exempt $0 · unrelated business $0 · excluded $1,007,264
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $29,119,171
-
7b · Less cost or other basis and sales expenses
securities $28,262,100
-
7c · Gain or loss
securities $857,071
-
7d · Net gain or loss
total $857,071 · related or exempt $0 · unrelated business $0 · excluded $857,071
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS INCOME
total $164 · related or exempt $164 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$164
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $20,968,221
-
5 · Compensation of officers, directors and key employees
total $3,203,328
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $5,249,136
-
8 · Pension plan contributions
total $1,013,200
-
9 · Other employee benefits
total $1,377,387
-
10 · Payroll taxes
total $578,818
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $252,745
-
11c · Fees: accounting
total $69,257
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $81,897
-
11g · Fees: other
total $2,747,868
-
12 · Advertising and promotion
total $31,676
-
13 · Office expenses
total $864,759
-
14 · Information technology
total $341,233
-
15 · Royalties
total $0
-
16 · Occupancy
total $682,030
-
17 · Travel
total $128,913
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $49,049
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $81,922
-
24a · Other expenses: OUTREACH AND COMMUNICATION
total $116,112
-
24b · Other expenses: DIGITAL STRATEGY
total $1,368,208
-
24c · Other expenses: DEPRECIATION
total $153,247
-
24d · Other expenses: LINE OF CREDIT FEES
total $20,000
-
24e · All other expenses
total $17,580
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $2,905,065 · end of year $3,118,609
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $5,151,785 · end of year $8,551,364
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $609,574 · end of year $536,430
-
10a · Land, buildings and equipment: cost or other basis
$225,687
-
10b · Land, buildings and equipment: accumulated depreciation
$195,431
-
10c · Land, buildings and equipment, net
beginning of year $175,461 · end of year $30,256
-
11 · Investments: publicly traded securities
beginning of year $18,176,390 · end of year $18,470,154
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $643,574 · end of year $77,341
-
17 · Accounts payable and accrued expenses
beginning of year $3,137,789 · end of year $3,164,499
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $9,328 · end of year $5,322
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $1,183,698 · end of year $613,268
-
27 · Net assets without donor restrictions
beginning of year $15,859,572 · end of year $21,208,684
-
28 · Net assets with donor restrictions
beginning of year $7,471,462 · end of year $5,792,381
Mission and programs · 2023
Mission
TO PROVIDE EDUCATIONAL BENEFITS TO ELIGIBLE EMPLOYEES IN THE HEALTHCARE INDUSTRY AND PROVIDE FOR A VARIETY OF EDUCATIONAL AND TRAINING PROGRAMS.
Activities or mission (Part I)
to provide educational benefits and training programs to eligible participants.
-
to provide educational benefits to eligible employees in the healthcare industry and provide for a variety of educational and training programs.
As filed on the 2023 return.
Listed in Part VII
-
Rebecca HansonREBECCA HANSON
EXECUTIVE DIRECTOR
- Total calculated
- $310,947
- From this org
- $227,196
- From related orgs
- $0
- Other
- $83,751
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $227,196
- Bonus
- $0
- Other
- $0
- Deferred
- $46,418
- Nontaxable benefits
- $37,333
- Filer's total
- $310,947
-
Thomas EchanizTHOMAS ECHANIZ
CHIEF OF FINANCE & ADMIN
- Total calculated
- $295,158
- From this org
- $200,623
- From related orgs
- $0
- Other
- $94,535
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $200,623
- Bonus
- $0
- Other
- $0
- Deferred
- $41,776
- Nontaxable benefits
- $52,759
- Filer's total
- $295,158
-
Edgar RomeroEDGAR ROMERO
DIRECTOR OF HR AND ADMIN
- Total calculated
- $250,316
- From this org
- $159,297
- From related orgs
- $0
- Other
- $91,019
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,297
- Bonus
- $0
- Other
- $0
- Deferred
- $34,050
- Nontaxable benefits
- $56,969
- Filer's total
- $250,316
-
Roger MessiahROGER MESSIAH
DATABASE APP ADMIN
- Total calculated
- $235,256
- From this org
- $137,443
- From related orgs
- $0
- Other
- $97,813
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,443
- Bonus
- $0
- Other
- $0
- Deferred
- $27,193
- Nontaxable benefits
- $70,620
- Filer's total
- $235,256
-
Derrick SylvaDERRICK SYLVA
DIGITAL PROJECTS DIRECTOR
- Total calculated
- $218,321
- From this org
- $123,295
- From related orgs
- $0
- Other
- $95,026
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $123,295
- Bonus
- $0
- Other
- $0
- Deferred
- $27,706
- Nontaxable benefits
- $67,320
- Filer's total
- $218,321
-
Jocelyn CutayJOCELYN CUTAY
CONTROLLER
- Total calculated
- $215,720
- From this org
- $149,474
- From related orgs
- $0
- Other
- $66,246
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,474
- Bonus
- $0
- Other
- $0
- Deferred
- $28,913
- Nontaxable benefits
- $37,333
- Filer's total
- $215,720
-
Gregory MaronGREGORY MARON
DIR.,EMPLOYER & LABOR RELATION
- Total calculated
- $207,888
- From this org
- $170,763
- From related orgs
- $0
- Other
- $37,125
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,763
- Bonus
- $0
- Other
- $0
- Deferred
- $35,112
- Nontaxable benefits
- $2,013
- Filer's total
- $207,888
-
Lai San SetoLAI SAN SETO
ASST DIR. QUALITY ASSURANCE
- Total calculated
- $194,932
- From this org
- $131,498
- From related orgs
- $0
- Other
- $63,434
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,498
- Bonus
- $0
- Other
- $0
- Deferred
- $26,101
- Nontaxable benefits
- $37,333
- Filer's total
- $194,932
-
Keith MitchellKEITH MITCHELL
DIR. COMM, BRAND & MRKT
- Total calculated
- $184,303
- From this org
- $130,134
- From related orgs
- $0
- Other
- $54,169
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,134
- Bonus
- $0
- Other
- $0
- Deferred
- $26,226
- Nontaxable benefits
- $27,943
- Filer's total
- $184,303
-
Tarik ScottTARIK SCOTT
DIRECTOR OF DEVELOPMENT
- Total calculated
- $178,766
- From this org
- $137,066
- From related orgs
- $0
- Other
- $41,700
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,066
- Bonus
- $0
- Other
- $0
- Deferred
- $27,842
- Nontaxable benefits
- $13,858
- Filer's total
- $178,766
-
Angelynn AveANGELYNN AVE
ASST. DIR. EDUCATION & ROC
- Total calculated
- $176,230
- From this org
- $100,384
- From related orgs
- $0
- Other
- $75,846
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $100,384
- Bonus
- $0
- Other
- $0
- Deferred
- $19,787
- Nontaxable benefits
- $56,059
- Filer's total
- $176,230
-
Margaret NewcombMARGARET NEWCOMB
DIR. ORG LEARNING
- Total calculated
- $175,432
- From this org
- $126,430
- From related orgs
- $0
- Other
- $49,002
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $126,430
- Bonus
- $0
- Other
- $0
- Deferred
- $26,325
- Nontaxable benefits
- $22,677
- Filer's total
- $175,432
-
Deanna HatterDEANNA HATTER
ASST DIR. CAR ADVICE & ROC
- Total calculated
- $170,663
- From this org
- $127,294
- From related orgs
- $0
- Other
- $43,369
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $127,294
- Bonus
- $0
- Other
- $0
- Deferred
- $24,098
- Nontaxable benefits
- $19,271
- Filer's total
- $170,663
-
Mabel MezaMABEL MEZA
ASST DIR. EDUCATION
- Total calculated
- $169,763
- From this org
- $119,277
- From related orgs
- $0
- Other
- $50,486
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $119,277
- Bonus
- $0
- Other
- $0
- Deferred
- $24,098
- Nontaxable benefits
- $26,388
- Filer's total
- $169,763
-
Qun WangQUN WANG
SENIOR ACCOUNTANT
- Total calculated
- $168,511
- From this org
- $109,901
- From related orgs
- $0
- Other
- $58,610
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $109,901
- Bonus
- not reported
- Other
- not reported
- Deferred
- $21,277
- Nontaxable benefits
- $37,333
- Filer's total
- $168,511
-
Phoenix LockettPHOENIX LOCKETT
SR. DIR. OF PROGRAMS (former)
- Total calculated
- $164,826
- From this org
- $131,946
- From related orgs
- $0
- Other
- $32,880
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,946
- Bonus
- $0
- Other
- $0
- Deferred
- $24,133
- Nontaxable benefits
- $8,747
- Filer's total
- $164,826
-
Edgar BallesterosEDGAR BALLESTEROS
REGIONAL COORDINATOR
- Total calculated
- $161,781
- From this org
- $113,285
- From related orgs
- $0
- Other
- $48,496
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $113,285
- Bonus
- $0
- Other
- $0
- Deferred
- $20,553
- Nontaxable benefits
- $27,943
- Filer's total
- $161,781
-
Danh LoacDANH LOAC
ACCOUNTANT
- Total calculated
- $156,310
- From this org
- $109,484
- From related orgs
- $0
- Other
- $46,826
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $109,484
- Bonus
- $0
- Other
- $0
- Deferred
- $18,883
- Nontaxable benefits
- $27,943
- Filer's total
- $156,310
-
Guadalupe AlanizGUADALUPE ALANIZ
PROGRAM COORDINATOR
- Total calculated
- $155,493
- From this org
- $109,447
- From related orgs
- $0
- Other
- $46,046
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $109,447
- Bonus
- $0
- Other
- $0
- Deferred
- $18,103
- Nontaxable benefits
- $27,943
- Filer's total
- $155,493
-
Ryan GomezRYAN GOMEZ
ASST. DIR. OF EDU. (FORMER)
- Total calculated
- $108,202
- From this org
- $57,482
- From related orgs
- $0
- Other
- $50,720
- Hours/week
- 40
-
Angela ChoyANGELA CHOY
CHIEF OPERATING OFFICER
- Total calculated
- $96,863
- From this org
- $70,388
- From related orgs
- $0
- Other
- $26,475
- Hours/week
- 40
-
Rachel LupoleRACHEL LUPOLE
DIR. CAREER ADV & ROC (former)
- Total calculated
- $84,998
- From this org
- $66,665
- From related orgs
- $0
- Other
- $18,333
- Hours/week
- 40
-
Daniel ShawDANIEL SHAW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ra CriscitielloRA CRISCITIELLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Wylie AdamsWYLIE ADAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dennis AndersonDENNIS ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ryn SchneiderRYN SCHNEIDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sonya Allen-SmithSONYA ALLEN-SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lourdes Maria R CasaoLOURDES MARIA R CASAO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Meg NiemiMEG NIEMI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tamara StaffordTAMARA STAFFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Terrie Ridgeway-OlmosTERRIE RIDGEWAY-OLMOS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
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 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
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.
-
501(C)(3) · COUNSEL & TRN · CA
Directly controlled by NA
-
SEE PART VII
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 partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
SEE PART VII
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SEE PART VII
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433199349311808
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