Form 990 for tax year 2022
Filed by 1199 SEIU LEAGUE TRAINING AND UPGRADING FUND.
Totals
- Total revenue
- $73,721,196
- Total expenses
- $72,467,659
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $73,678,271
- Investment income
- $0
- Other revenue
- $42,925
- Total assets, end of year
- $48,484,426
- Total liabilities, end of year
- $14,484,916
- Net assets or fund balances, end of year
- $33,999,510
- Program services expenses (Part IX)
- $56,278,833
- Management and general expenses
- $16,188,826
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $56,278,833
Program services were 77.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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 $69,271,025 · related or exempt $69,271,025
-
2b · Program service revenue: OTHER PROGRAM SERVICE REVENUE
total $4,407,246 · related or exempt $4,407,246
-
11a · Other revenue: INTEREST AND CHARGES ON EMPLOYER
total $42,925 · related or exempt $42,925
-
11e · Other revenue, total
$42,925
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $42,655,881 · program services $42,655,881
-
7 · Other salaries and wages
total $13,622,952 · program services $13,622,952
-
11b · Fees: legal
total $66,692 · management and general $66,692
-
11c · Fees: accounting
total $77,300 · management and general $77,300
-
11g · Fees: other
total $120,320 · management and general $120,320
-
13 · Office expenses
total $986,794 · management and general $986,794
-
14 · Information technology
total $708,830 · management and general $708,830
-
22 · Depreciation, depletion and amortization
total $539,851 · management and general $539,851
-
24a · Other expenses: SHARED ALLOCATED EXPENS
total $12,196,454 · management and general $12,196,454
-
24b · Other expenses: ALLOCATED WAGES, TAXES
total $1,492,585 · management and general $1,492,585
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $22,507,384 · end of year $20,334,752
-
2 · Savings and temporary cash investments
beginning of year $1,620,400 · end of year $1,641,243
-
4 · Accounts receivable
beginning of year $4,921,205 · end of year $5,834,173
-
9 · Prepaid expenses and deferred charges
beginning of year $2,371,583 · end of year $2,788,700
-
10a · Land, buildings and equipment: cost or other basis
$4,032,720
-
10b · Land, buildings and equipment: accumulated depreciation
$2,725,759
-
10c · Land, buildings and equipment, net
beginning of year $722,110 · end of year $1,306,961
-
15 · Other assets
beginning of year $10,399,884 · end of year $16,578,597
-
17 · Accounts payable and accrued expenses
beginning of year $6,594,153 · end of year $6,535,508
-
19 · Deferred revenue
beginning of year $722,052 · end of year $1,068,202
-
25 · Other liabilities
beginning of year $2,480,388 · end of year $6,881,206
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $32,745,973 · end of year $33,999,510
Mission and programs · 2022
Mission
TO PROVIDE A VARIETY OF EDUCATIONAL AND TRAINING PROGRAMS TO ELIGIBLE EMPLOYEES IN THE HEALTH CARE AND HUMAN SERVICE INDUSTRY. MEMBERS ARE APPROX. 110,200.
Activities or mission (Part I)
TO PROVIDE A VARIETY OF EDUCATIONAL AND TRAINING PROGRAMS TO ELIGIBLE EMPLOYEES IN THE HEALTH CARE AND HUMAN SERVICE INDUSTRY
-
TUITION AND SALARIES - SALARIES, TUITION REIMBURSEMENT, TUITION ASSISTANCE, CHANGE IN BENEFIT OBLIGATIONS, AND REIMBURSEMENT OF COSTS FROM RELATED ENTITIES.
Expenses $44,019,451 · Revenue $69,271,025
-
GRANT EXPENSES - GRANT EXPENSES INCURRED PAID TO MULTIPLE VENDORS AND AFFILIATES FOR TRAINING, TUITION AND INSTRUCTION AND RELATED COSTS.
Expenses $3,113,750 · Revenue $4,407,246
-
OTHER PROGRAMS - BOOKS, TUITION, BENEFITS
Expenses $9,145,632
As filed on the 2022 return.
Listed in Part VII
-
Scott BatulisSCOTT BATULIS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David BrodskyDAVID BRODSKY
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Jeffrey CohenJEFFREY COHEN
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Maribel FelixMARIBEL FELIX
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Maxine GolubMAXINE GOLUB
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Barbara Green PhDBARBARA GREEN PHD
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Guy MennonnaGUY MENNONNA
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Hugo PizarroHUGO PIZARRO
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Mary Jo SchweickhardtMARY JO SCHWEICKHARDT
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mary DigangiMARY DIGANGI
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Sal La VecchiaSAL LA VECCHIA
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marc KramerMARC KRAMER
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
Janelle FairbrotherJANELLE FAIRBROTHER
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Beth CooperBETH COOPER
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Devin SullivanDEVIN SULLIVAN
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul StuartPAUL STUART
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Robert L Oliver JrROBERT L OLIVER JR
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Christina PiergaCHRISTINA PIERGA
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jacqueline AlleyneJACQUELINE ALLEYNE
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Yvonne ArmstrongYVONNE ARMSTRONG
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Michael AshbyMICHAEL ASHBY
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lisa BrownLISA BROWN
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Desquasia CanalesDESQUASIA CANALES
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Maria CastanedaMARIA CASTANEDA
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
George GreshamGEORGE GRESHAM
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Ruth HellerRUTH HELLER
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brian JosephBRIAN JOSEPH
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Maria KercadoMARIA KERCADO
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Steve KramerSTEVE KRAMER
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Winslow LunaWINSLOW LUNA
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Joyce NeilJOYCE NEIL
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Allan ShermanALLAN SHERMAN
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Veronica Turner-BiggsVERONICA TURNER-BIGGS
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Laurie ValloneLAURIE VALLONE
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Brian MorseBRIAN MORSE
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Greg SpellerGREG SPELLER
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tim FoleyTIM FOLEY
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Herbert Jean-BaptisteHERBERT JEAN-BAPTISTE
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Samantha MoralesSAMANTHA MORALES
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tracey HarrisonTRACEY HARRISON
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tanya IsaacsTANYA ISAACS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Francisca TintiFRANCISCA TINTI
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Janice Reyes-TutivenJANICE REYES-TUTIVEN
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Sean MooreSEAN MOORE
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Aaron KranichAARON KRANICH
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Stephen AllisonSTEPHEN ALLISON
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marc LeffMARC LEFF
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Christin Nation-JumppCHRISTIN NATION-JUMPP
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Roger CuberbatchROGER CUBERBATCH
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Milly SilvaMILLY SILVA
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Kerry JohnsonKERRY JOHNSON
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Adekemi GrayADEKEMI GRAY
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Sandi VitoSANDI VITO
EXECUTIVE OFFICER
- Total calculated
- $483,886
- From this org
- $201,351
- From related orgs
- $128,395
- Other
- $154,140
- Hours/week
- 18
Schedule J breakdown matched by us
- Base
- $191,031 + $121,814 related
- Bonus
- $0
- Other
- $10,320 + $6,581 related
- Deferred
- $21,587 + $13,765 related
- Nontaxable benefits
- $72,535 + $46,253 related
- Filer's total
- $295,473 + $188,413 related
-
Vilma Linares VaughnVILMA LINARES VAUGHN
DEPUTY EXECUTIVE DIRECTOR
- Total calculated
- $211,981
- From this org
- $88,683
- From related orgs
- $56,550
- Other
- $66,748
- Hours/week
- 18
Schedule J breakdown matched by us
- Base
- $82,722 + $52,749 related
- Bonus
- $0
- Other
- $5,961 + $3,801 related
- Deferred
- $9,348 + $5,961 related
- Nontaxable benefits
- $31,410 + $20,029 related
- Filer's total
- $129,441 + $82,540 related
-
Mitra BehrooziMITRA BEHROOZI
CROSS FUNDS EXECUTIVE OFFI
- Total calculated
- $0
- Hours/week
- 0
-
Donna S ReyDONNA S REY
CROSS FUNDS EXECUTIVE OFFI
- Total calculated
- $1,030,401
- From this org
- $85,051
- From related orgs
- $578,568
- Other
- $366,782
- Hours/week
- 4
Schedule J breakdown matched by us
- Base
- $73,979 + $503,252 related
- Bonus
- $0
- Other
- $11,072 + $75,316 related
- Deferred
- $8,360 + $136,274 related
- Nontaxable benefits
- $28,471 + $193,677 related
- Filer's total
- $121,882 + $908,519 related
-
Mercedes MambruMERCEDES MAMBRU
CHIEF FINANCIAL OFFICER
- Total calculated
- $444,914
- From this org
- $34,962
- From related orgs
- $237,831
- Other
- $172,121
- Hours/week
- 4
Schedule J breakdown matched by us
- Base
- $34,510 + $234,755 related
- Bonus
- $0
- Other
- $452 + $3,076 related
- Deferred
- $3,900 + $63,798 related
- Nontaxable benefits
- $13,383 + $91,040 related
- Filer's total
- $52,245 + $392,669 related
-
Lorraine MonchakLORRAINE MONCHAK
CHIEF INVESTMENTS OFFICER
- Total calculated
- $1,928,064
- From this org
- $0
- From related orgs
- $1,237,834
- Other
- $690,230
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $1,119,879 related
- Bonus
- $0
- Other
- $0 + $117,955 related
- Deferred
- $0 + $259,232 related
- Nontaxable benefits
- $0 + $430,998 related
- Filer's total
- $0 + $1,928,064 related
-
Brandy D ShilohBRANDY D SHILOH
CHIEF OF ADMINISTRATION
- Total calculated
- $961,104
- From this org
- $79,625
- From related orgs
- $541,655
- Other
- $339,824
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $72,420 + $492,643 related
- Bonus
- $0
- Other
- $7,205 + $49,012 related
- Deferred
- $8,183 + $116,412 related
- Nontaxable benefits
- $27,584 + $187,645 related
- Filer's total
- $115,392 + $845,712 related
-
Stacey MillmanSTACEY MILLMAN
CHIEF COMMUNICATIONS OFFIC
- Total calculated
- $668,921
- From this org
- $0
- From related orgs
- $432,836
- Other
- $236,085
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $372,442 related
- Bonus
- $0
- Other
- $0 + $60,394 related
- Deferred
- $0 + $93,522 related
- Nontaxable benefits
- $0 + $142,563 related
- Filer's total
- $0 + $668,921 related
-
Van H DunnVAN H DUNN
CHIEF MEDICAL OFFICER
- Total calculated
- $742,064
- From this org
- $0
- From related orgs
- $473,785
- Other
- $268,279
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $408,941 related
- Bonus
- $0
- Other
- $0 + $64,844 related
- Deferred
- $0 + $102,616 related
- Nontaxable benefits
- $0 + $165,663 related
- Filer's total
- $0 + $742,064 related
-
Dilay AltinerDILAY ALTINER
NBF-PORTFOLIO MANAGER
- Total calculated
- $570,103
- From this org
- $0
- From related orgs
- $381,632
- Other
- $188,471
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $381,632 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $43,124 related
- Nontaxable benefits
- $0 + $145,347 related
- Filer's total
- $0 + $570,103 related
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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- FORM 990, SCHEDULE J, PART III
- SERVICES PERFORMED FOR ALL 1199SEIU FUNDS. THEIR SALARY IS THEN ALLOCATED TO EACH FUND BASED ON THE AMOUNT OF SERVICES PROVIDED TO EACH FUND AND IS REPORTED AS IF PAID BY THE FILING ORGANIZATION. THE AMOUNT REPORTED IN SCHEDULE J, PART II LINE (I) REPRESENTS THE AMOUNT ALLOCATED TO 1199SEIU LEAGUE TRAINING AND UPGRADING FUND AND THE AMOUNTS REPORTED ON LINE (II) REPRESENT THE TOTAL SALARY AND BENEFITS RECEIEVED FOR SERVICES PROVIDED BY ALL OTHER 1199 SEIU FUNDS. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED TAXABLE DISTRIBUTIONS DURING 2021: MITRA BEHROOZI $89,967 LORRAINE MONCHAK $86,039 DONNA S. REY $61,769 JEFFREY STEIN $52,672 BRANDY D. SHILOH $50,741 VAN H. DUNN $51,551 STACEY MILLMAN $46,412 THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B (III). THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED DEFERRED CONTRIBUTIONS DURING 2021: MITRA BEHROOZI $79,139 LORRAINE MONCHAK $103,888 DONNA S. REY $71,715 MERCEDES MAMBRU $35,496 JEFFREY STEIN $54,888 BRANDY D. SHILOH $56,769 VAN H. DUNN $53,720 STACEY MILLMAN $48,986 THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C.
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.
-
1199SEIU NBF - HEALTH & HUMAN SERV EMPL
501(C)(9) · BENEFIT FUND · NY
-
1199SEIU HEALTH CARE EMPL PENSION FUND
401(A) · PENSION FUND · NY
-
501(C)(9) · BENEFIT FUND · NY
-
1199SEIU LEAGUE RN TRAINING & JSF
501(C)(9) · EDUC TRAINING · NY
-
1199SEIU LABOR MANAGEMENT INITIATIVES
501(C)(5) · LABOR MNGNT · NY
-
LOCAL EMPLOYER CHILD CARE FUND
501(C)(9) · CHILDCARE · NY
-
1199SEIU HEALTHCARE INDUSTRY GRANT CORP
501(C)(3) · HEALTHCARE · NY
-
1199SEIU LICENSED PRACTICAL NURSE WF
501(C)(9) · BENEFIT FUND · NY
-
1199SEIU EMPLOYER CHILD CARE CORP
501(C)(3) · DAY CARE CENTER · NY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323199349331237
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