1199SEIU LABOR MANAGEMENT INITIATIVES INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
1199SEIU LABOR MANAGEMENT INITIATIVES INC (EIN 13-3800331)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202543189349303059
Schema version
2024v5.2
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)
Return2025-11-14T08:59:35-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131578842PreparerFirmEIN

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 STE 2800AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133800331EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line11199SEIU LABOR MANAGEMENT INITIATIVES INBusinessNameLine1Txt
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
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW SIMONPreparerPersonNm
PTINP01306208PTIN
Phone2126955003PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$53,988,205GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressHTTP://1199SEIUBENEFITS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO IMPROVE LABOR-MANGEMENT RELATIONSHIPS AND TO ACHIEVE BETTER WORKING CONDITIONS FOR EMPLOYEES, A MORE QUALIFIED AND SATISFIED WORKFORCE AND TO MAXIMIZE JOB SECURITY.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee421TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$42,040,904PYProgramServiceRevenueAmt
CY Program Service Revenue$53,781,091CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$272,717PYOtherRevenueAmt
CY Other Revenue$207,114CYOtherRevenueAmt
PY Total Revenue$42,313,621PYTotalRevenueAmt
CY Total Revenue$53,988,205CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$32,725,304PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$29,933,175CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$721,641PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$585,651CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,620,817PYOtherExpensesAmt
CY Other Expenses$6,547,044CYOtherExpensesAmt
PY Total Expenses$39,067,762PYTotalExpensesAmt
CY Total Expenses$37,065,870CYTotalExpensesAmt
PY Revenues Less Expenses$3,245,859PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,922,335CYRevenuesLessExpensesAmt
Total Assets BOY$20,020,007TotalAssetsBOYAmt
Total Assets EOY$35,378,656TotalAssetsEOYAmt
Total Liabilities BOY$8,970,706TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,407,020TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,049,301NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,971,636NetAssetsOrFundBalancesEOYAmt
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHOUGH 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.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
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 Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
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 EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document83IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee421EmployeeCnt
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 Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
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
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 (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DAVID BRODSKY
EMPLOYER TRUSTEE1.004.00Yes (X)$0$0$0
JEFFREY COHEN
EMPLOYER TRUSTEE1.007.00Yes (X)$0$0$0
BARBARA LOGAN
EMPLOYER TRUSTEE1.006.00Yes (X)$0$0$0
TANYA ISAACS
EMPLOYER TRUSTEE1.002.00Yes (X)$0$0$0
ROBERT L OLIVER
EMPLOYER TRUSTEE1.004.00Yes (X)$0$0$0
MARC KRAMER
EMPLOYER TRUSTEE1.008.00Yes (X)$0$0$0
JACQUELINE ALLEYNE
UNION TRUSTEE1.006.00Yes (X)$0$0$0
SEAN MOORE
UNION TRUSTEE1.005.00Yes (X)$0$0$0
YVONNE ARMSTRONG
UNION TRUSTEE1.004.00Yes (X)$0$0$0
GEORGE GRESHAM
UNION TRUSTEE1.006.00Yes (X)$0$0$0
GREG SPELLER
UNION TRUSTEE1.001.00Yes (X)$0$0$0
VERONICA TURNER
UNION TRUSTEE1.006.00Yes (X)$0$0$0
AARON KRANICH
EMPLOYER TRUSTEE1.005.00Yes (X)$0$0$0
CHRISTENE NATION-JUMPP
EMPLOYER TRUSTEE1.003.00Yes (X)$0$0$0
STACEY GRAY
UNION TRUSTEE1.00Yes (X)$0$0$0
ADEKEMI GRAY
UNION TRUSTEE1.003.00Yes (X)$0$0$0
ROBERT MORRIS
UNION TRUSTEE1.00Yes (X)$0$0$0
DAN RATNER
UNION TRUSTEE1.008.00Yes (X)$0$0$0
MILLY SILVA
UNION TRUSTEE1.003.00Yes (X)$0$0$0
MARC LEFF
EMPLOYER TRUSTEE1.005.00Yes (X)$0$0$0
SANDI VITO
EXECUTIVE OFFICER1.009.00$111,293$288,821$196,148Yes (X)
DONNA S REY
CROSS FUNDS EXECUTIVE OFFI1.001.00$0$954,314$485,086Yes (X)
MERCEDES MAMBRU
CHIEF FINANCIAL OFFICER1.001.00$26,148$483,637$288,578Yes (X)
DANIEL BUSTILLO
DEPUTY EXECUTIVE DIRECTOR1.009.00$59,639$154,773$96,910Yes (X)
LORRAINE MONCHAK
CHIEF INVESTMENT OFFICER1.001.00$0$1,557,794$786,113Yes (X)
BRANDY D SHILOH
CHIEF OF ADMINISTRATION1.001.00$0$795,442$409,394Yes (X)
STACEY MILLMAN
CHIEF COMMUNICATIONS OFFIC1.001.00$0$624,057$315,506Yes (X)
VAN DUNN
CHIEF MEDICAL OFFICER1.001.00$0$579,782$328,644Yes (X)
ANGELA SCOTT
CHIEF BENEFITS OFFICER1.001.00$0$545,348$282,343Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$197,080TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$5,983,968TotReportableCompRltdOrgAmt
Total Other Compensation$3,188,722TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
STAGWELL GLOBAL LLC
ONE WORD TRADE CENTER 69TH FLRNEW YORKNY10007OTHER SERVICES$8,285,163
TD BANK NA
PO BOX 2580CHERRY HILLNJ08034OTHER SERVICES$939,806
ARC INITIATIVES
750 17TH ST NW SUITE 500WASHINGTONDC20006OTHER SERVICES$660,000
THE WISCO PROJECT
4230 N OAKLAND AVENUE UNIT 230SHOREWOODWI53211OTHER SERVICES$500,000
VERIZON WIRELESS SERVICES LLC
PO BOX 408NEWARKNJ07101TELECOMMUNICATION$401,542
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K27CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$53,781,091TotalRevenueColumnAmt
Related Or Exempt Func Income$53,781,091RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$53,781,091TotalProgramServiceRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$207,114TotalRevenueColumnAmt
Related Or Exempt Func Income$207,114RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$207,114OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,988,205TotalRevenueColumnAmt
Related Or Exempt Func Income$53,988,205RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$29,933,175TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$585,651TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$84,198TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,238TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$82,616TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$748,767TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$333,721TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescSHARED EXPENSESDesc
Total$5,261,504TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$37,065,870TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,954,454BOYAmt
EOY$28,240,483EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$191,962BOYAmt
EOY$200,680EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$499,313BOYAmt
EOY$652,288EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,571,812BOYAmt
EOY$95EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,458,873LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,881,883LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$708,818BOYAmt
EOY$576,990EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,093,648BOYAmt
EOY$5,708,120EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,020,007BOYAmt
EOY$35,378,656EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,616,693BOYAmt
EOY$2,525,876EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,354,013BOYAmt
EOY$4,881,144EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,970,706BOYAmt
EOY$7,407,020EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,049,301BOYAmt
EOY$27,971,636EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,049,301BOYAmt
EOY$27,971,636EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,020,007BOYAmt
EOY$35,378,656EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$16,922,335ReconcilationRevenueExpnssAmt
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 D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$342,487OtherCostOrOtherBasisAmt
Depreciation$299,924DepreciationAmt
Book Value$42,563BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,064,243OtherCostOrOtherBasisAmt
Depreciation$1,535,335DepreciationAmt
Book Value$528,908BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$52,143OtherCostOrOtherBasisAmt
Depreciation$46,624DepreciationAmt
Book Value$5,519BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$576,990TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM RELATED ENTITIESDesc
Book Value$5,708,120BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$5,708,120TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED ENTITIESDesc
Amt$4,881,144Amt
FieldValueIRS element (for citing)
Total Liability$4,881,144TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$53,988,205TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$53,988,205RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$53,988,205TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$37,065,870TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$37,065,870ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$37,065,870TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationFORM 990, PART IV, LINE 11F: US GAAP REQUIRES 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, 2024, 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 2021.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LORRAINE MONCHAK
CHIEF INVESTMENT OFFICER$0$1,418,708$0$0$0$139,086$0$205,282$0$580,831$0$2,343,907$0$0
DONNA S REY
CROSS FUNDS EXECUTIVE OFFI$0$771,182$0$0$0$183,132$0$170,569$0$314,517$0$1,439,400$0$0
BRANDY D SHILOH
CHIEF OF ADMINISTRATION$0$666,743$0$0$0$128,699$0$139,158$0$270,236$0$1,204,836$0$0
STACEY MILLMAN
CHIEF COMMUNICATIONS OFFIC$0$501,827$0$0$0$122,230$0$110,744$0$204,762$0$939,563$0$0
VAN DUNN
CHIEF MEDICAL OFFICER$0$499,660$0$0$0$80,122$0$115,721$0$212,923$0$908,426$0$0
ANGELA SCOTT
CHIEF BENEFITS OFFICER$0$446,794$0$0$0$98,554$0$98,338$0$184,005$0$827,691$0$0
MERCEDES MAMBRU
CHIEF FINANCIAL OFFICER$22,064$408,099$0$0$4,084$75,538$2,493$93,965$24,565$167,555$53,206$745,157$0$0
SANDI VITO
EXECUTIVE OFFICER$105,612$274,078$0$0$5,681$14,743$11,934$30,971$42,625$110,618$165,852$430,410$0$0
DANIEL BUSTILLO
DEPUTY EXECUTIVE DIRECTOR$59,323$153,952$0$0$316$821$6,704$17,397$9,059$63,750$75,402$235,920$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE J, PART IIIFormAndLineReferenceDesc
ExplanationALL 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 RECEIVED 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 2024: LORRAINE MONCHAK $100,314 DONNA S. REY $161,398 BRANDY D. SHILOH $125,502 VAN DUNN $60,239 STACEY MILLMAN $107,251 ANGELA SCOTT $88,613 MERCEDES MAMBRU $77,715 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 2024: LORRAINE MONCHAK $44,968 DONNA S. REY $83,425 MERCEDES MAMBRU $47,850 BRANDY D. SHILOH $63,816 STACEY MILLMAN $54,038 ANGELA SCOTT $47,850 VAN H. DUNN $59,260 THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2ALL OF THE UNION DIRECTORS 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 DIRECTORS ARE APPOINTED BY 1199SEIU UNITED HEALTHCARE WORKERS EAST, AND THE EMPLOYER DIRECTORS ARE APPOINTED BY THE LEAGUE OF VOLUNTARY HOSPITALS AND HOMES OF NEW YORK.
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 12CDIRECTORS 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 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.
FORM 990, PART V, LINE 2A:W-2'S ARE ISSUED TO PARTICIPANTS OF THE PLAN WHO RECEIVE DIRECT PAYMENT BENEFITS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
1199SEIU NBF HEALTH AND HUMAN SERV EMPL
498 SEVENTH AVENUENEW YORKNY10018131628401BENEFIT FUNDNY501(C)(9)N/A0
1199SEIU HEALTH CARE EMPL PENSION FUND
498 SEVENTH AVENUENEW YORKNY10018133604862PENSION FUNDNY401(A)N/A0
1199SEIU TRAINING AND UPGRADING FUND
498 SEVENTH AVENUENEW YORKNY10018132637580EDUC/TRAININGNY501(C)(3)N/A010
1199SEIU JOB SECURITY FUND
498 SEVENTH AVENUENEW YORKNY10018133712851BENEFIT FUNDNY501(C)(9)N/A0
1199SEIU LEAGUE RN TRAINING & JSF
498 SEVENTH AVENUENEW YORKNY10018133946135EDUC/TRAININGNY501(C)(9)N/A0
LOCAL EMPLOYER CHILD CARE FUND
498 SEVENTH AVENUENEW YORKNY10018133641466CHILDCARENY501(C)(9)N/A0
1199SEIU HEALTH CARE INDUSTRY GRANT CORP
498 SEVENTH AVENUENEW YORKNY10018134197609HEALTHCARENY501(C)(3)N/A010
1199SEIU LICENSED PRACTICAL NURSE WF
498 SEVENTH AVENUENEW YORKNY10018132623987BENEFIT FUNDNY501(C)(9)N/A0
1199SEIU EMPLOYEE CHILD CARE CORP
498 SEVENTH AVENUENEW YORKNY10018134063281DAY CARE CNTRNY501(C)(3)N/A07
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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