Form 990 for tax year 2023
Filed by 1199SEIU LABOR MANAGEMENT INITIATIVES INC.
Totals
- Total revenue
- $42,313,621
- Total expenses
- $39,067,762
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $42,040,904
- Investment income
- $0
- Other revenue
- $272,717
- Total assets, end of year
- $20,020,007
- Total liabilities, end of year
- $8,970,706
- Net assets or fund balances, end of year
- $11,049,301
- 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 $42,040,904 · related or exempt $42,040,904
-
11a · Other revenue: OTHER INCOME
total $272,717 · related or exempt $272,717
-
11e · Other revenue, total
$272,717
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $32,725,304
-
7 · Other salaries and wages
total $721,641
-
11b · Fees: legal
total $17,647
-
11c · Fees: accounting
total $34,650
-
11g · Fees: other
total $343,806
-
13 · Office expenses
total $812,291
-
22 · Depreciation, depletion and amortization
total $328,121
-
24a · Other expenses: SHARED EXPENSES
total $4,084,302
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,366,492 · end of year $9,954,454
-
2 · Savings and temporary cash investments
beginning of year $183,993 · end of year $191,962
-
4 · Accounts receivable
beginning of year $380,984 · end of year $499,313
-
9 · Prepaid expenses and deferred charges
beginning of year $215,156 · end of year $3,571,812
-
10a · Land, buildings and equipment: cost or other basis
$2,256,978
-
10b · Land, buildings and equipment: accumulated depreciation
$1,548,160
-
10c · Land, buildings and equipment, net
beginning of year $493,715 · end of year $708,818
-
15 · Other assets
beginning of year $5,829,463 · end of year $5,093,648
-
17 · Accounts payable and accrued expenses
beginning of year $4,564,893 · end of year $4,616,693
-
25 · Other liabilities
beginning of year $4,101,468 · end of year $4,354,013
-
27 · Net assets without donor restrictions
beginning of year $7,803,442 · end of year $11,049,301
Mission and programs · 2023
Mission
THE FUND WAS ESTABLISHED TO IMPROVE LABOR-MANGEMENT RELATIONSHIPS AND TO ACHIEVE BETTER WORKING CONDITIONS FOR EMPLOYEES, A MORE QUALIFIED AND SATISFIED WORKFORCE AND TO MAXIMIZE JOB SECURITY.
Activities or mission (Part I)
TO IMPROVE LABOR-MANGEMENT RELATIONSHIPS AND TO ACHIEVE BETTER WORKING CONDITIONS FOR EMPLOYEES, A MORE QUALIFIED AND SATISFIED WORKFORCE AND TO MAXIMIZE JOB SECURITY.
-
THOUGH THE FUND DOES NOT UNDERTAKE PROGRAM SERVICES AND DOES NOT REPORT ANY EXPENSES ON FORM 990, COL (B), THE FUND HAS CREATED A LABOR MANAGEMENT PARTICIPATION PROJECT, A JOINT EMPLOYMENT SERVICE, A RESEARCH PROJECT, A MEDIA PROJECT AND A GRANT PROJECT FOR EMPLOYEES AND EMPLOYERS IN THE HEALTH CARE INDUSTRY.
As filed on the 2023 return.
Listed in Part VII
-
David BrodskyDAVID BRODSKY
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Jeffrey CohenJEFFREY COHEN
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
Barbara Green PhDBARBARA GREEN PHD
FORMER EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Paul StuartPAUL STUART
FORMER EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Barbara LoganBARBARA LOGAN
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Hugo PizarroHUGO PIZARRO
FORMER EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Tanya IsaacsTANYA ISAACS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Robert L OliverROBERT L OLIVER
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Marc KramerMARC KRAMER
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Jacqueline AlleyneJACQUELINE ALLEYNE
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Sean MooreSEAN MOORE
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Yvonne ArmstrongYVONNE ARMSTRONG
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Maria CastanedaMARIA CASTANEDA
FORMER UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
George GreshamGEORGE GRESHAM
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Steve KramerSTEVE KRAMER
FORMER UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Greg SpellerGREG SPELLER
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Veronica TurnerVERONICA TURNER
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Janice Reyes TutivenJANICE REYES TUTIVEN
FORMER UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Stephern AllisonSTEPHERN ALLISON
FORMER EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Aaron KranichAARON KRANICH
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Christene Nation-JumppCHRISTENE NATION-JUMPP
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Stacey GraySTACEY GRAY
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Adekemi GrayADEKEMI GRAY
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Robert MorrisROBERT MORRIS
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dan RatnerDAN RATNER
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Milly SilvaMILLY SILVA
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Marc LeffMARC LEFF
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Sandi VitoSANDI VITO
EXECUTIVE OFFICER
- Total calculated
- $504,305
- From this org
- $84,339
- From related orgs
- $255,988
- Other
- $163,978
- Hours/week
- 7 + 2 related
Schedule J breakdown matched by us
- Base
- $79,742 + $242,036 related
- Bonus
- $0
- Other
- $4,597 + $13,952 related
- Deferred
- $9,011 + $27,350 related
- Nontaxable benefits
- $31,626 + $95,991 related
- Filer's total
- $124,976 + $379,329 related
-
Donna S ReyDONNA 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
- 2 + 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
-
Mercedes MambruMERCEDES MAMBRU
CHIEF FINANCIAL OFFICER
- Total calculated
- $516,030
- From this org
- $12,910
- From related orgs
- $302,639
- Other
- $200,481
- Hours/week
- 2 + 21 related
Schedule J breakdown matched by us
- Base
- $12,488 + $292,737 related
- Bonus
- $0
- Other
- $422 + $9,902 related
- Deferred
- $1,411 + $75,232 related
- Nontaxable benefits
- $5,067 + $118,771 related
- Filer's total
- $19,388 + $496,642 related
-
Daniel BustilloDANIEL BUSTILLO
DEPUTY EXECUTIVE DIRECTOR
- Total calculated
- $252,156
- From this org
- $41,394
- From related orgs
- $125,641
- Other
- $85,121
- Hours/week
- 7 + 3 related
Schedule J breakdown matched by us
- Base
- $41,394 + $125,641 related
- Bonus
- $0
- Other
- $0
- Deferred
- $4,678 + $14,197 related
- Nontaxable benefits
- $16,417 + $49,829 related
- Filer's total
- $62,489 + $189,667 related
-
Lorraine MonchakLORRAINE MONCHAK
CHIEF INVESTMENT 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 ShilohBRANDY D SHILOH
CHIEF OF ADMINISTRATION
- Total calculated
- $989,444
- From this org
- $0
- From related orgs
- $634,597
- Other
- $354,847
- Hours/week
- 2 + 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 MillmanSTACEY MILLMAN
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 DunnVAN 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 ScottANGELA SCOTT
CHIEF BENEFITS OFFICER
- Total calculated
- $616,262
- From this org
- $0
- From related orgs
- $392,638
- Other
- $223,624
- Hours/week
- 1
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 MetzgerSUZANNE A METZGER
CHIEF GENERAL COUNSEL
- Total calculated
- $508,151
- From this org
- $0
- From related orgs
- $312,979
- Other
- $195,172
- Hours/week
- 7 + 3 related
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 OttomanelliCHARLES OTTOMANELLI
CHIEF INFORMATIONAL OFFICER
- Total calculated
- $447,604
- From this org
- $12,079
- From related orgs
- $283,144
- Other
- $152,381
- Hours/week
- 7 + 3 related
Schedule J breakdown matched by us
- Base
- $12,079 + $283,144 related
- Bonus
- $0
- Other
- $0
- Deferred
- $1,365 + $31,995 related
- Nontaxable benefits
- $4,870 + $114,151 related
- Filer's total
- $18,314 + $429,290 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
- 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 1199SEIU 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 STACEY MILLMAN $52,464 ANGELA SCOTT $46,589 VAN H. DUNN $57,534 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.
-
1199SEIU NBF HEALTH AND HUMAN SERV EMPL
501(C)(9) · BENEFIT FUND · NY
-
1199SEIU HEALTH CARE EMPL PENSION FUND
401(A) · PENSION FUND · NY
-
1199SEIU TRAINING AND UPGRADING FUND
501(C)(3) · EDUC/TRAINING · NY
-
501(C)(9) · BENEFIT FUND · NY
-
1199SEIU LEAGUE RN TRAINING & JSF
501(C)(9) · EDUC/TRAINING · NY
-
LOCAL EMPLOYER CHILD CARE FUND
501(C)(9) · CHILDCARE · NY
-
1199SEIU HEALTH CARE INDUSTRY GRANT CORP
501(C)(3) · HEALTHCARE · NY
-
1199SEIU LICENSED PRACTICAL NURSE WF
501(C)(9) · BENEFIT FUND · NY
-
1199SEIU EMPLOYEE CHILD CARE CORP
501(C)(3) · DAY CARE CNTR · NY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413209349325191
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