2025-11-17T09:11:24-06:00 2024-12-31 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA STE 2800 NEW YORK NY 10119 990 2024-01-01 711028611 1199 SEIU HOME CARE INDUSTRY EDUCATION F 1199 6464736656 PO BOX 842 NEW YORK NY 10108 MERCEDES MAMBRU CHIEF FINANCIAL OFFICER 6464736656 2025-11-14 1 0 MATTHEW SIMON CPA P01306208 2126955003 2024 2025-03-06 01:10:19Z MERCEDES MAMBRU 498 SEVENTH AVENUE 9TH FLOOR NEW YORK NY 10018 3980205 0 X HTTP://1199SEIUBENEFITS.ORG X EMPLOYEE BENEFIT PLAN 2006 NY PROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTS. 7 7 249 0 0 0 326294 13501 3954674 3797323 0 0 25867 168527 4306835 3979351 0 0 3731315 2711960 0 0 0 0 0 1485574 931393 5216889 3643353 -910054 335998 6841062 7008130 2806746 2293691 4034316 4714439 PROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTS 0 0 2711960 3965850 THE EXEMPT ORGANIZATION ACHIEVEMENTS OF THE ORGANIZATION IS PROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTS 2711960 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 249 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X MERCEDES MAMBRU CFO 6464736656 498 SEVENTH AVENUE 9TH FLOOR NEW YORK NY 10018 X LING MA FORMER EMPLOYER TRUSTEE 1.00 X 0 0 0 GLADYS CONFIDENT EMPLOYER TRUSTEE 1.00 X 0 0 0 ANDREA THOMAS EMPLOYER TRUSTEE 1.00 X 0 0 0 ADRIA POWELL EMPLOYER TRUSTEE 1.00 X 0 0 0 JAMES ROLLA EMPLOYER TRUSTEE 1.00 X 0 0 0 RONA SHAPIRO UNION TRUSTEE 1.00 X 0 0 0 DAVID HO UNION TRUSTEE 1.00 X 0 0 0 STEVEN NARVAEZ UNION TRUSTEE 1.00 X 0 0 0 CARMEN LOPEZ UNION TRUSTEE 1.00 X 0 0 0 KATIA GUILLAUME UNION TRUSTEE 1.00 X 0 0 0 ELENA SAFONOVA UNION TRUSTEE 1.00 X 0 0 0 KEITH JOSEPH UNION TRUSTEE 1.00 X 0 0 0 SANDI VITO EXECUTIVE OFFICER 1.00 X 16221 0 7952 DONNA REY CROSS FUNDS EXECUTIVE OFFI 0.00 X 0 0 0 MERCEDES MAMBRU CHIEF FINANCIAL OFFICER 1.00 X 3300 0 1686 DANIEL BUSTILLO DEPUTY EXECUTIVE DIRECTOR 1.00 X 8692 0 4557 28213 0 14195 0 0 0 0 MONROE COLLEGE LTD 2501 JEROME AVENUE BRONX NY 10468 COLLEGE 102307 1 13501 13501 EMPLOYERS CONTRIBUTION 900099 3788274 3788274 GRANT INCOME 900099 9049 9049 3797323 854 13501 854 0 OTHER 900099 154343 154343 INTEREST AND CHARGES - 900099 14184 14184 168527 3979351 3965850 0 0 2711960 2711960 41319 41319 42375 42375 31160 31160 81818 81818 SHARED ALLOCATED EXPENS 648862 648862 ADMINISTRATION WAGES, T 85859 85859 3643353 2711960 931393 0 4799236 2055226 330117 3231823 295180 5502 856006 780933 650510 546451 156451 104059 404072 830587 6841062 7008130 589340 436180 862280 28906 1355126 1828605 2806746 2293691 X 941704 1720581 3092612 2993858 4034316 4714439 6841062 7008130 335998 344125 0 X X 0 1 X 1 0 X 7605 670748 500698 326294 13501 1518846 7605 670748 500698 326294 13501 1518846 383492 1135354 1518846 0.74750 0.81190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 110184 102713 7471 523167 428648 94519 17159 15090 2069 104059 DUE FROM RELATED ENTITIES 830587 830587 DUE TO RELATED ENTITIES 1828605 1828605 X 4323476 344125 344125 3979351 0 3979351 3643353 0 3643353 0 3643353 PART X, LINE 2: FORM 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, 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. 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 2 ALL 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 7A THE 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 11B THE 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 12C AS 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 15 COMPENSATION 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 18 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 SPD 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 2C THE 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.