Form 990 for tax year 2022
Filed by 1199SEIU LABOR MANAGEMENT INITIATIVES INC.
Totals
- Total revenue
- $31,677,529
- Total expenses
- $28,194,468
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $31,458,356
- Investment income
- $0
- Other revenue
- $219,173
- Total assets, end of year
- $16,469,803
- Total liabilities, end of year
- $8,666,361
- Net assets or fund balances, end of year
- $7,803,442
- 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
-
DAVID BRODSKY
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JEFFREY COHEN
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
REBECCA GORDON
FORMER EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
BARBARA GREEN PDD
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
PAUL STUART
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BARBARA LOGAN
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
HUGO PIZARRO
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
TANYA ISAACS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ROBERT L OLIVER
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
MARC KRAMER
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
JACQUELINE ALLEYNE
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
SEAN MOORE
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
YVONNE ARMSTRONG
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
GERARD CADET
FORMER UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARIA CASTANEDA
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
GEORGE GRESHAM
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
MARIA KERCADO
FORMER UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
STEVE KRAMER
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
GREG SPELLER
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
VERONICA TURNER
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
MARGARET WEST-ALLEN
FORMER UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JANICE REYES TUTIVEN
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
STEPHERN ALLISON
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
AARON KRANICH
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
CHRISTENE NATION-JUMPP
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
STACEY GRAY
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ADEKEMI GRAY
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
ROBERT MORRIS
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAN RATNER
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
MILLY SILVA
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
SANDI VITO
EXECUTIVE OFFICER
- Total calculated
- $483,884
- From this org
- $81,716
- From related orgs
- $248,029
- Other
- $154,139
- Hours/week
- 7 + 2 related
Schedule J breakdown matched by us
- Base
- $77,528 + $235,317 related
- Bonus
- $0
- Other
- $4,188 + $12,712 related
- Deferred
- $8,761 + $26,591 related
- Nontaxable benefits
- $29,437 + $89,350 related
- Filer's total
- $119,914 + $363,970 related
-
VILMA LINARES VAUGHN
DEPUTY EXECUTIVE DIRECTOR
- Total calculated
- $211,980
- From this org
- $35,991
- From related orgs
- $109,242
- Other
- $66,747
- Hours/week
- 7 + 3 related
Schedule J breakdown matched by us
- Base
- $33,572 + $101,899 related
- Bonus
- $0
- Other
- $2,419 + $7,343 related
- Deferred
- $3,794 + $11,515 related
- Nontaxable benefits
- $12,747 + $38,691 related
- Filer's total
- $52,532 + $159,448 related
-
MITRA BEHROOZI
CROSS FUNDS EXECUTIVE OFFI
- Total calculated
- $0
- Hours/week
- 1 + 33 related
-
DONNA S REY
CROSS FUNDS EXECUTIVE OFFI
- Total calculated
- $1,030,399
- From this org
- $27,050
- From related orgs
- $636,568
- Other
- $366,781
- Hours/week
- 2 + 21 related
Schedule J breakdown matched by us
- Base
- $23,529 + $553,702 related
- Bonus
- $0
- Other
- $3,521 + $82,866 related
- Deferred
- $2,659 + $141,975 related
- Nontaxable benefits
- $9,055 + $213,092 related
- Filer's total
- $38,764 + $991,635 related
-
MERCEDES MAMBRU
CHIEF FINANCIAL OFFICER
- Total calculated
- $444,914
- From this org
- $11,120
- From related orgs
- $261,673
- Other
- $172,121
- Hours/week
- 2 + 21 related
Schedule J breakdown matched by us
- Base
- $10,976 + $258,289 related
- Bonus
- $0
- Other
- $144 + $3,384 related
- Deferred
- $1,240 + $66,458 related
- Nontaxable benefits
- $4,257 + $100,166 related
- Filer's total
- $16,617 + $428,297 related
-
LORRAINE MONCHAK
CHIEF INVESTMENT OFFICER
- Total calculated
- $1,928,064
- From this org
- $0
- From related orgs
- $1,237,834
- Other
- $690,230
- Hours/week
- 1 + 21 related
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 SHILOH
CHIEF OF ADMINISTRATION
- Total calculated
- $961,103
- From this org
- $25,325
- From related orgs
- $595,954
- Other
- $339,824
- Hours/week
- 2 + 3 related
Schedule J breakdown matched by us
- Base
- $23,033 + $542,029 related
- Bonus
- $0
- Other
- $2,292 + $53,925 related
- Deferred
- $2,603 + $121,992 related
- Nontaxable benefits
- $8,773 + $206,456 related
- Filer's total
- $36,701 + $924,402 related
-
STACEY MILLMAN
CHIEF COMMUNICATIONS OFFIC
- Total calculated
- $668,921
- From this org
- $0
- From related orgs
- $432,836
- Other
- $236,085
- Hours/week
- 1 + 21 related
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 DUNN
CHIEF MEDICAL OFFICER
- Total calculated
- $742,064
- From this org
- $0
- From related orgs
- $473,785
- Other
- $268,279
- Hours/week
- 1 + 21 related
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
-
ANGELA SCOTT
CHIEF BENEFITS OFFICER
- Total calculated
- $586,081
- From this org
- $15,354
- From related orgs
- $361,319
- Other
- $209,408
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $13,436 + $316,172 related
- Bonus
- $0
- Other
- $1,918 + $45,147 related
- Deferred
- $1,518 + $78,999 related
- Nontaxable benefits
- $5,254 + $123,637 related
- Filer's total
- $22,126 + $563,955 related
-
DILAY 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
-
JOSHUA SORENSEN
NBF- PORTFOLIO MANAGER
- Total calculated
- $529,186
- From this org
- $0
- From related orgs
- $354,522
- Other
- $174,664
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $352,346 related
- Bonus
- $0
- Other
- $0 + $2,176 related
- Deferred
- $0 + $39,815 related
- Nontaxable benefits
- $0 + $134,849 related
- Filer's total
- $0 + $529,186 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 1199SEIU LABOR MANAGEMENT INITIATIVES, INC. 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 2022: LORRAINE MONCHAK $123,287 DONNA S. REY $62,569 BRANDY D. SHILOH $51,398 VAN DUNN $52,175 STACEY MILLMAN $47,013 ANGELA SCOTT $35,926 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 2022: LORRAINE MONCHAK $132,686 DONNA S. REY $79,407 MERCEDES MAMBRU $37,271 BRANDY D. SHILOH $60,743 STACEY MILLMAN $51,436 ANGELA SCOTT $43,272 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
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333199349329043
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