BETA

1199SEIU HOME CARE INDUSTRY EDUCATION FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
1199SEIU HOME CARE INDUSTRY EDUCATION FUND (EIN 71-1028611)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202413209349325146
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T17:49:50-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750786316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEAVER AND TIDWELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENNSYLVANIA PLAZA SUITE 3200AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN711028611EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line11199 SEIU HOME CARE INDUSTRY EDUCATION FBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name Control1199BusinessNameControlTxt
Phone6464736656PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 842AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMERCEDES MAMBRUPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone6464736656PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW SIMON CPAPreparerPersonNm
PTINP01306208PTIN
Phone2126955003PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMERCEDES MAMBRUPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1498 SEVENTH AVENUE 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,370,052GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://1199SEIUBENEFITS.ORGWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Other Organization DscEMPLOYEE BENEFIT PLANOtherOrganizationDsc
Formation2006FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionPROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee152TotalEmployeeCnt
Total Volunteers18TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$500,698PYContributionsGrantsAmt
CY Contributions Grants$326,294CYContributionsGrantsAmt
PY Program Service Revenue$4,310,891PYProgramServiceRevenueAmt
CY Program Service Revenue$3,954,674CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$3,164PYOtherRevenueAmt
CY Other Revenue$25,867CYOtherRevenueAmt
PY Total Revenue$4,814,753PYTotalRevenueAmt
CY Total Revenue$4,306,835CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$3,916,232PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$3,731,315CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,384,668PYOtherExpensesAmt
CY Other Expenses$1,485,574CYOtherExpensesAmt
PY Total Expenses$5,300,900PYTotalExpensesAmt
CY Total Expenses$5,216,889CYTotalExpensesAmt
PY Revenues Less Expenses-$486,147PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$910,054CYRevenuesLessExpensesAmt
Total Assets BOY$7,316,457TotalAssetsBOYAmt
Total Assets EOY$6,841,062TotalAssetsEOYAmt
Total Liabilities BOY$2,782,953TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,806,746TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,533,504NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,034,316NetAssetsOrFundBalancesEOYAmt
MissionPROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,731,315ExpenseAmt
Revenue$3,980,541RevenueAmt
DescTHE EXEMPT ORGANIZATION ACHIEVEMENTS OF THE ORGANIZATION IS PROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTSDesc
Total Program Service Expenses$3,731,315TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee152EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERCEDES MAMBRU CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6464736656PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1498 SEVENTH AVENUE 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
LING MA
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
GLADYS CONFIDENT
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
ANDREA THOMAS
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
ADRIA POWELL
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
JAMES ROLLA
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
RONA SHAPIRO
UNION TRUSTEE1.00Yes (X)$0$0$0
DAVID HO
UNION TRUSTEE1.00Yes (X)$0$0$0
STEVEN NARVAEZ
UNION TRUSTEE1.00Yes (X)$0$0$0
CARMEN LOPEZ
UNION TRUSTEE1.00Yes (X)$0$0$0
KATIA GUILLAUME
UNION TRUSTEE1.00Yes (X)$0$0$0
ELENA SAFONOVA
UNION TRUSTEE1.00Yes (X)$0$0$0
KEITH JOSEPH
UNION TRUSTEE1.00Yes (X)$0$0$0
SANDI VITO
EXECUTIVE OFFICER2.00Yes (X)$29,311$0$14,123
DONNA REY
CROSS FUNDS EXECUTIVE OFFI1.00$0$0$0Yes (X)
MERCEDES MAMBRU
CHIEF FINANCIAL OFFICER1.00$3,205$0$1,608Yes (X)
DANIEL BUSTILLO
DEPUTY EXECUTIVE DIRECTOR2.00$14,386$0$7,476Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$46,902TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$23,207TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
3BF PARTNERS LLC
330 WEST 42ND STREET 31ST FLOORNEW YORKNY10036OPERATING VENDOR$152,330
LEHMAN COLLEGE
250 BEDFORD PARK BLVD WBRONXNY10468COLLEGE$108,630
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Fundraising$326,294FundraisingAmt
Total Contributions$326,294TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS CONTRIBUTION900099$3,938,364$3,938,364
GRANT INCOME900099$16,310$16,310
FieldValueIRS element (for citing)
Total Program Service Revenue$3,954,674TotalProgramServiceRevenueAmt
Fundraising Gross Income$63,217FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$326,294ContriRptFundraisingEventAmt
Fundraising Direct Expenses$63,217FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OTHER900099$20,207$20,207
INTEREST AND CHARGES -900099$5,660$5,660
FieldValueIRS element (for citing)
Other Revenue Total$25,867OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,306,835TotalRevenueColumnAmt
Related Or Exempt Func Income$3,980,541RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$3,731,315TotalAmt
Program Services$3,731,315ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$41,723TotalAmt
Management And General$41,723ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$43,850TotalAmt
Management And General$43,850ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$40,632TotalAmt
Management And General$40,632ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$96,420TotalAmt
Management And General$96,420ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
SHARED ALLOCATED EXPENS$1,012,159$1,012,159
ADMINISTRATION WAGES, T$250,790$250,790

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,216,889TotalAmt
Program Services$3,731,315ProgramServicesAmt
Management And General$1,485,574ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,833,456BOYAmt
EOY$4,799,236EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$315,188BOYAmt
EOY$330,117EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$149,183BOYAmt
EOY$295,180EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$880,896BOYAmt
EOY$856,006EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$621,085LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$464,634LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$118,018BOYAmt
EOY$156,451EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,019,716BOYAmt
EOY$404,072EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,316,457BOYAmt
EOY$6,841,062EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$550,434BOYAmt
EOY$589,340EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$686,771BOYAmt
EOY$862,280EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,545,748BOYAmt
EOY$1,355,126EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,782,953BOYAmt
EOY$2,806,746EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,666,951BOYAmt
EOY$941,704EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,866,553BOYAmt
EOY$3,092,612EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,533,504BOYAmt
EOY$4,034,316EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,316,457BOYAmt
EOY$6,841,062EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$910,054ReconcilationRevenueExpnssAmt
Donated Services And Use Fclts$410,866DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$460,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,605CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$670,748CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$500,698CurrentTaxYearMinus1YearAmt
Current Tax Year$326,294CurrentTaxYearAmt
Total$1,965,627TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$460,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,605CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$670,748CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$500,698CurrentTaxYearMinus1YearAmt
Current Tax Year$326,294CurrentTaxYearAmt
Total$1,965,627TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$369,809SubstantialContributorsTotAmt
Public Support Total170$1,595,818PublicSupportTotal170Amt
Total Support$1,965,627TotalSupportAmt
Public Support CY1700.81190PublicSupportCY170Pct
Public Support PY1700.82550PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$108,099OtherCostOrOtherBasisAmt
Depreciation$100,664DepreciationAmt
Book Value$7,435BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$495,827OtherCostOrOtherBasisAmt
Depreciation$348,928DepreciationAmt
Book Value$146,899BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,159OtherCostOrOtherBasisAmt
Depreciation$15,042DepreciationAmt
Book Value$2,117BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$156,451TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM RELATED ENTITIESDesc
Book Value$404,072BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$404,072TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED ENTITIESDesc
Amt$1,355,126Amt
FieldValueIRS element (for citing)
Total Liability$1,355,126TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,717,701TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$410,866DonatedServicesAndUseFcltsAmt
Revenue Not Reported$410,866RevenueNotReportedAmt
Revenue Subtotal$4,306,835RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,306,835TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,216,889TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,216,889ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,216,889TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationFORM 990, PART IV, LINE 11F: US GAAP REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF LIABILITY (OR ASSET) OR DISCLOSURE IN FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1THEATRE BENEFIT EVENTEvent1Nm
Gross Receipts Event1$389,511GrossReceiptsEvent1Amt
Charitable Contri Event1$326,294CharitableContriEvent1Amt
Gross Revenue Event1$63,217GrossRevenueEvent1Amt
Gross Receipts Total$389,511GrossReceiptsTotalAmt
Charitable Contributions Tot$326,294CharitableContributionsTotAmt
Gross Revenue Total Events$63,217GrossRevenueTotalEventsAmt
Net Income Summary$63,217NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2A:W-2'S ARE ISSUED TO PARTICIPANTS OF THE PLAN WHO RECEIVE DIRECT PAYMENT OF BENEFITS.
FORM 990, PART VI, SECTION A, LINE 2ALL OF THE UNION TRUSTEES ARE ALSO EMPLOYEES OF 1199SEIU (THE UNION) AND THEREFORE HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER.
FORM 990, PART VI, SECTION A, LINE 7ATHE UNION TRUSTEES ARE APPOINTED BY 1199SEIU UNITED HEALTHCARE WORKERS EAST, AND THE EMPLOYER TRUSTEES ARE APPOINTED BY THE CONTRIBUTING EMPLOYERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE CHIEF FINANCIAL OFFICER AND FINANCE TEAM REVIEWS THE DRAFT FORM 990 AND CONFER WITH THE ACCOUNTANTS AND LEGAL COUNSEL TO ENSURE THE ACCURACY OF THE RETURN. ANY CONCERNS ARE NOTED AND ADDRESSED AND MANAGEMENT ENSURES THAT THE CHANGES ARE INCORPORATED IN THE FORM 990. THE COMPLETED FORM 990 IS THEN SIGNED BY THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION B, LINE 12CAS OF DECEMBER, 2008, TRUSTEES AND EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE OR UPDATE TO THE EXECUTIVE DIRECTOR, OR DESIGNEE, THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTERESTS. FOR EACH INTEREST DISCLOSED BY A TRUSTEE, THE EXECUTIVE DIRECTOR OR DESIGNEE WILL DETERMINE WHETHER TO (A) TAKE NO ACTION (B) ASSURE FULL DISCLOSURE TO THE TRUSTEE (C) ASK THE TRUSTEE TO BE RECUSED FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS; AND OR (D) ASK THE TRUSTEE TO RESIGN. REGARDING EMPLOYEES, COMPLETED CONFLICTS OF INTEREST DISCLOSURE FORMS WILL BE REVIEWED BY THE HUMAN RESOURCES DEPARTMENT AND DISCLOSED CONFLICTS WILL BE REVIEWED BY HUMAN RESOURCES MANAGEMENT.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES OF THE FUND IS DETERMINED BY THE CROSS FUNDS COMPENSATION COMMITTEE (THE "COMMITTEE"), COMPRISED OF INDEPENDENT MEMBERS. THE COMMITTEE UTILIZES APPROPRIATE DATA AS TO COMPARABILITY IN ITS DETERMINATIONS, INCLUDING INFORMATION PROVIDED BY INDEPENDENT COMPENSATION CONSULTANTS. THE COMMITTEE DOCUMENTS THE BASIS FOR ANY COMPENSATION DETERMINATIONS CONTEMPORANEOUSLY IN THE MINUTES OF THE COMMITTEE. THE COMMITTEE DETERMINES COMPENSATION PERIODICALLY AS IT DEEMS APPROPRIATE.
FORM 990, PART VI, SECTION C, LINE 18UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19SPD AND FINANCIAL REPORTS ARE MADE PUBLIC PURSUANT TO IRS FILING REQUIREMENTS. WRITTEN REQUESTS FOR OTHER INFORMATION WILL BE FORWARDED TO GENERAL COUNSEL'S OFFICE FOR CONSIDERATION.
FORM 990, PART VII, SECTION A:ALL OFFICERS AND KEY EMPLOYEES ARE PAID BY THE 1199SEIU LEAGUE TRAINING AND UPGRADING FUND FOR THEIR SERVICES PERFORMED FOR THE 1199SEIU FUNDS. THEIR SALARIES ARE 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.
FORM 990, PART XII, LINE 2CTHE FUND'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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