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← 1199 SEIU LEAGUE HLTH CARE INDUSTRY RN TRAINING AND JOB SECURITY FUND

Form 990 for tax year 2023

Filed by 1199 SEIU LEAGUE HLTH CARE INDUSTRY RN TRAINING AND JOB SECURITY FUND.

Totals

Total revenue
$3,283,149
Total expenses
$1,753,923
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • JOAN O'BRIEN

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MARC KRAMER

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 7 related
  • JOSE LABARCA

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MARISA OGNIBENE

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • MICHAEL RICHARDS

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • URSULA EDWARDS

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JOAN WATSON

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • IONA FOLKES

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • NADINE WILLIAMSON-SEALES

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JASON LIMSON

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • SAMANTHA MORALES

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ISABEL RODRIGUEZ

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • SEAN MOORE

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • DONNA S REY

    CROSS FUNDS EXECUTIVE OFFI

    Total calculated
    $1,053,442
    From this org
    $0
    From related orgs
    $672,470
    Other
    $380,972
    Hours/week
    1 + 21 related

    Schedule J breakdown matched by us

    Base
    $0 + $582,925 related
    Bonus
    $0
    Other
    $0 + $89,545 related
    Deferred
    $0 + $146,865 related
    Nontaxable benefits
    $0 + $234,107 related
    Filer's total
    $0 + $1,053,442 related
  • SANDI VITO

    EXECUTIVE OFFICER

    Total calculated
    $504,305
    From this org
    $10,073
    From related orgs
    $330,254
    Other
    $163,978
    Hours/week
    1 + 2 related

    Schedule J breakdown matched by us

    Base
    $9,524 + $312,254 related
    Bonus
    $0
    Other
    $549 + $18,000 related
    Deferred
    $1,076 + $35,285 related
    Nontaxable benefits
    $3,777 + $123,840 related
    Filer's total
    $14,926 + $489,379 related
  • MERCEDES MAMBRU

    CHIEF FINANCIAL OFFICER

    Total calculated
    $516,030
    From this org
    $1,667
    From related orgs
    $313,883
    Other
    $200,480
    Hours/week
    1 + 21 related

    Schedule J breakdown matched by us

    Base
    $1,612 + $303,613 related
    Bonus
    $0
    Other
    $55 + $10,270 related
    Deferred
    $182 + $76,461 related
    Nontaxable benefits
    $654 + $123,183 related
    Filer's total
    $2,503 + $513,527 related
  • DANIEL BUSTILLO

    DEPUTY EXECUTIVE DIRECTOR

    Total calculated
    $252,156
    From this org
    $4,944
    From related orgs
    $162,091
    Other
    $85,121
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $4,944 + $162,091 related
    Bonus
    $0
    Other
    $0
    Deferred
    $559 + $18,316 related
    Nontaxable benefits
    $1,961 + $64,285 related
    Filer's total
    $7,464 + $244,692 related
  • LORRAINE MONCHAK

    CHIEF INVESTMENTS OFFICER

    Total calculated
    $1,533,245
    From this org
    $0
    From related orgs
    $961,383
    Other
    $571,862
    Hours/week
    1 + 21 related

    Schedule J breakdown matched by us

    Base
    $0 + $843,206 related
    Bonus
    $0
    Other
    $0 + $118,177 related
    Deferred
    $0 + $230,626 related
    Nontaxable benefits
    $0 + $341,236 related
    Filer's total
    $0 + $1,533,245 related
  • BRANDY D SHILOH

    CHIEF OF ADMINISTRATION

    Total calculated
    $989,444
    From this org
    $0
    From related orgs
    $634,597
    Other
    $354,847
    Hours/week
    1 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $572,748 related
    Bonus
    $0
    Other
    $0 + $61,849 related
    Deferred
    $0 + $126,678 related
    Nontaxable benefits
    $0 + $228,169 related
    Filer's total
    $0 + $989,444 related
  • STACEY MILIMAN

    CHIEF COMMUNICATIONS OFFIC

    Total calculated
    $694,892
    From this org
    $0
    From related orgs
    $447,227
    Other
    $247,665
    Hours/week
    1 + 21 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,048 related
    Bonus
    $0
    Other
    $0 + $64,179 related
    Deferred
    $0 + $95,748 related
    Nontaxable benefits
    $0 + $151,917 related
    Filer's total
    $0 + $694,892 related
  • VAN DUNN

    CHIEF MEDICAL OFFICER

    Total calculated
    $770,047
    From this org
    $0
    From related orgs
    $488,582
    Other
    $281,465
    Hours/week
    1 + 21 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,355 related
    Bonus
    $0
    Other
    $0 + $67,227 related
    Deferred
    $0 + $105,147 related
    Nontaxable benefits
    $0 + $176,318 related
    Filer's total
    $0 + $770,047 related
  • ANGELA SCOTT

    CHIEF BENEFIT OFFICER

    Total calculated
    $616,262
    From this org
    $0
    From related orgs
    $392,638
    Other
    $223,624
    Hours/week
    1 + 21 related

    Schedule J breakdown matched by us

    Base
    $0 + $342,127 related
    Bonus
    $0
    Other
    $0 + $50,511 related
    Deferred
    $0 + $85,249 related
    Nontaxable benefits
    $0 + $138,375 related
    Filer's total
    $0 + $616,262 related
  • SUZANNE A METZGER

    CHIEF GENERAL COUNSEL

    Total calculated
    $508,151
    From this org
    $0
    From related orgs
    $312,979
    Other
    $195,172
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $299,928 related
    Bonus
    $0
    Other
    $0 + $13,051 related
    Deferred
    $0 + $76,000 related
    Nontaxable benefits
    $0 + $119,172 related
    Filer's total
    $0 + $508,151 related
  • CHARLES OTTOMANELLI

    CHIEF INFORMATION OFFICER

    Total calculated
    $447,603
    From this org
    $1,559
    From related orgs
    $293,664
    Other
    $152,380
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $1,559 + $293,664 related
    Bonus
    $0
    Other
    $0
    Deferred
    $176 + $33,184 related
    Nontaxable benefits
    $628 + $118,392 related
    Filer's total
    $2,363 + $445,240 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 — 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 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

FORM 990, SCHEDULE J, PART III
ALL OFFICERS AND KEY EMPLOYEES ARE PAID BY 1199 SEIU LEAGUE TRAINING AND UPGRADING FUND FOR THEIR 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 THE ORGANIZATION AND THE AMOUNTS REPORTED ON LINE (II) REPRESENT THE TOTAL SALARY AND BENEFITS RECEIEVED FOR SERVICES PROVIDED BY ALL RELATED ORGANIZATIONS. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED TAXABLE DISTRIBUTIONS DURING 2023: LORRAINE MONCHAK $100,921 DONNA S. REY $64,334 BRANDY D. SHILOH $56,018 VAN DUNN $54,584 STACEY MILLMAN $48,338 ANGELA SCOTT $39,175 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 2023: LORRAINE MONCHAK $135,344 DONNA S. REY $80,995 MERCEDES MAMBRU $42,153 BRANDY D. SHILOH $61,957 VAN DUNN $57,534 STACEY MILLMAN $52,464 ANGELA SCOTT $46,589 SUZANNE A METZGER $42,108 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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443209349305519

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