2023-11-08T00:52:30-06:00 2022-12-31 MILLER KAPLAN ARASE LLP 275 BATTERY ST STE 1800 SAN FRANCISCO CA 941113346 990 2022-01-01 651239046 SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND % THOMAS ECHANIZ SEIU 5102506828 1000 BROADWAY STE 675 OAKLAND CA 94607 DANIEL SHAW TRUSTEE 5102506828 2023-11-04 true DANIEL SHAW 999009999 Jesse Ward P02011441 4159563600 3 2022 2023-04-26 12:10:37Z DANIEL SHAW 1000 BROADWAY STE 675 OAKLAND CA 94607 70197927 false X N/A X 2004 CA to provide educational benefits and training programs to eligible participants. 10 0 81 0 0 0 0 0 32309219 34755286 787989 -595460 5456 19415 33102664 34179241 0 0 16216175 21963619 9741470 10835762 0 0 0 4925048 7610750 30882693 40410131 2219971 -6230890 34525553 27661849 3462236 4330815 31063317 23331034 TO PROVIDE EDUCATIONAL BENEFITS TO ELIGIBLE EMPLOYEES IN THE HEALTHCARE INDUSTRY AND PROVIDE FOR A VARIETY OF EDUCATIONAL AND TRAINING PROGRAMS. false false to provide educational benefits to eligible employees in the healthcare industry and provide for a variety of educational and training programs. false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 625 0 true 81 true false false false false false false false false X 10 0 false false false false false false false true true false false true true true true true true true true false X THOMAS ECHANIZ 5102506828 1000 BROADWAY STE 675 OAKLAND CA 94607 X REBECCA HANSON EXECUTIVE DIRECTOR 40.0 0.0 X 209000 0 83408 THOMAS ECHANIZ CHIEF OF FINANCE & ADMIN 40.0 0.0 X 178400 0 92100 PHOENIX LOCKETT SENIOR DIRECTOR OF PROGRAMS 40.0 0.0 X 159692 0 57391 ROGER MESSIAH DATABASE APP ADMIN 40.0 0.0 X 124768 0 91054 PRASANJIT GUPTA DIR. OF ER & LABOR REL (FRMR) 40.0 0.0 X 152113 0 62905 DERRICK SYLVA DIGITAL PROJECTS DIRECTOR 40.0 0.0 X 118710 0 89236 GREGORY MARON DIR.,EMPLOYER & LABOR RELATION 40.0 0.0 X 165242 0 41902 SALVADOR OROCHENA DATABASE APP ADMIN 40.0 0.0 X 113333 0 89968 JOCELYN CUTAY CONTROLLER 40.0 0.0 X 134245 0 61099 LAI SAN SETO ASST DIR. QUALITY ASSURANCE 40.0 0.0 X 124557 0 59888 KEITH MITCHELL ASST DIR. COMM, BRAND & MRKT 40.0 0.0 X 121402 0 56573 RACHEL LUPOLE DIRECTOR, CAREER ADVICE & ROC 40.0 0.0 X 131035 0 45201 TARIK SCOTT DIRECTOR OF DEVELOPMENT 40.0 0.0 X 129089 0 45121 MARGARET NEWCOMB DIR. ORG LEARNING 40.0 0.0 X 118359 0 51944 DEANNA HATTER ASST DIR. CAR ADVICE & ROC 40.0 0.0 X 121293 0 47774 HUYEN NGUYEN LEAD PRGM DATA SPECIALIST 40.0 0.0 X 117279 0 50966 MABEL MEZA ASST DIR. EDUCATION 40.0 0.0 X 112970 0 54841 EDGAR BALLESTROS REGIONAL COORDINATOR 40.0 0.0 X 113145 0 51926 PATRICE MADU DIRECTOR OF STRAT INIT (FRMR) 40.0 0.0 X 128872 0 36148 AMY BINGAMON ASST DIRECTOR, EDU (FORMER) 40.0 0.0 X 101465 0 37308 CHARLOTTE YATES MANAGER - OPERATIONS AND FAC. 40.0 0.0 X 101500 0 33089 DANIEL SHAW TRUSTEE 1.0 0.0 X 0 0 0 DONALD BRADBURN TRUSTEE 1.0 0.0 X 0 0 0 RA CRISCITIELLO TRUSTEE 1.0 0.0 X 0 0 0 WYLIE ADAMS TRUSTEE 1.0 0.0 X 0 0 0 DENNIS ANDERSON TRUSTEE 1.0 0.0 X 0 0 0 CLAUDIA RODRIGUEZ TRUSTEE 1.0 0.0 X 0 0 0 RYN SCHNEIDER TRUSTEE 1.0 0.0 X 0 0 0 SONYA ALLEN-SMITH TRUSTEE 1.0 0.0 X 0 0 0 LOURDES MARIA R CASAO TRUSTEE 1.0 0.0 X 0 0 0 MEG NIEMI TRUSTEE 1.0 0.0 X 0 0 0 2776469 0 1239842 21 false true false GURNICK ACADEMY OF MEDICAL ARTS LLC 2121 S EL CAMINO REAL STE C200 SAN MATEO CA 94403 TUITION FEES & BOOKS 3555963 INSIDE TRACK 10 W MARKET ST STE 100 INDIANAPOLIS IN 46204 COACHING AND RENT 1793401 ALTAMONT HEALTHCARE 2027 W MARCH LANE STE 3 STOCKTON CA 95207 TUITION FEES 1222083 SAN JOAQUIN VALLEY COLLEGE INC PO BOX 743715 LOS ANGELES CA 90074 TUITION FEES 1001984 SPARKNIGHT LLC PO BOX 102125 PASADENA CA 91189 OFFICE/STORAGE LEASE 618643 35 0 EMPLOYER CONTRIBUTIONS 900099 33179568 33179568 0 0 REIMBURSEMENTS 900099 1575718 1575718 0 0 34755286 1012852 0 0 1012852 0 0 0 0 0 34410374 36018686 -1608312 -1608312 0 0 -1608312 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 19415 19415 0 0 19415 34179241 34774701 0 -595460 0 0 0 21963619 3129283 0 4696130 939131 1513586 557632 0 158398 49558 0 0 0 3647308 0 853328 327556 0 704884 136098 0 0 0 0 175589 67102 OUTREACH AND COMMUNICATION 168386 DIGITAL STRATEGY 1122482 PAYROLL PROCESSING FEES 85409 MISCELLANEOUS OTHER 114652 40410131 0 0 1954883 2905065 0 0 3464989 5151785 0 0 0 0 0 0 0 0 833063 609574 1081672 906211 351050 175461 27866557 18176390 0 0 0 0 0 0 55011 643574 34525553 27661849 2755929 3137789 0 0 11671 9328 0 0 0 0 0 0 0 0 0 0 694636 1183698 3462236 4330815 X 15912918 15859572 15150399 7471462 31063317 23331034 34525553 27661849 -6230890 -1501393 X false true X true 661699 521416 140284 300531 265354 35177 119441 119441 0 175461 0 ACCRUED VACATION 524042 LEASE INCENTIVE LIABILITY 71093 RIGHT-OF-USE LEASE LIABILITY 588563 1183698 X 32677848 -1501393 -1501393 34179241 34179241 40410131 40410131 40410131 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X false false false REBECCA HANSON EXECUTIVE DIRECTOR 209000 0 0 0 0 0 42630 0 40778 0 292408 0 GREGORY MARON DIR.,EMPLOYER & LABOR RELATION 165242 0 0 0 0 0 33922 0 7980 0 207144 0 LAI SAN SETO ASST DIR. QUALITY ASSURANCE 124557 0 0 0 0 0 25110 0 34778 0 184445 0 PRASANJIT GUPTA DIR. OF ER & LABOR REL (FRMR) 152113 0 0 0 0 0 22627 0 40278 0 215018 0 THOMAS ECHANIZ CHIEF OF FINANCE & ADMIN 178400 0 0 0 0 0 38367 0 53733 0 270500 0 PHOENIX LOCKETT SENIOR DIRECTOR OF PROGRAMS 159692 0 0 0 0 0 32275 0 25116 0 217083 0 TARIK SCOTT DIRECTOR OF DEVELOPMENT 129089 0 0 0 0 0 26136 0 18985 0 174210 0 PATRICE MADU DIRECTOR OF STRAT INIT (FRMR) 128872 0 0 0 0 0 19455 0 16693 0 165020 0 JOCELYN CUTAY CONTROLLER 134245 0 0 0 0 0 26321 0 34778 0 195344 0 RACHEL LUPOLE DIRECTOR, CAREER ADVICE & ROC 131035 0 0 0 0 0 26216 0 18985 0 176236 0 MARGARET NEWCOMB DIR. ORG LEARNING 118359 0 0 0 0 0 24782 0 27162 0 170303 0 KEITH MITCHELL ASST DIR. COMM, BRAND & MRKT 121402 0 0 0 0 0 24512 0 32061 0 177975 0 DEANNA HATTER ASST DIR. CAR ADVICE & ROC 121293 0 0 0 0 0 22658 0 25116 0 169067 0 MABEL MEZA ASST DIR. EDUCATION 112970 0 0 0 0 0 22658 0 32183 0 167811 0 ROGER MESSIAH DATABASE APP ADMIN 124768 0 0 0 0 0 24949 0 66105 0 215822 0 SALVADOR OROCHENA DATABASE APP ADMIN 113333 0 0 0 0 0 23863 0 66105 0 203301 0 DERRICK SYLVA DIGITAL PROJECTS DIRECTOR 118710 0 0 0 0 0 26431 0 62805 0 207946 0 EDGAR BALLESTROS REGIONAL COORDINATOR 113145 0 0 0 0 0 19865 0 32061 0 165071 0 HUYEN NGUYEN LEAD PRGM DATA SPECIALIST 117279 0 0 0 0 0 16188 0 34778 0 168245 0 PART VI, LINE 11B: THE CHIEF OF FINANCE & ADMINISTRATION REVIEWS THE RETURN PRIOR TO FILING. ANY UNUSUAL ITEMS ARE BROUGHT TO THE BOARD'S ATTENTION. PART VI, LINE 12C: THE BOARD OF TRUSTEES ARE AWARE OF THE CONFLICT OF INTEREST POLICY AND ARE TO BRING ANY CONFLICT TO THE BOARD'S AND LEGAL COUNSEL'S ATTENTION. PART VI, LINE 15: THE BOARD OF TRUSTEES REVIEW AND APPROVE THE PROPOSED COMPENSATION PACKAGES PROVIDED TO MANAGEMENT LEVEL EMPLOYEES. PART VI, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. PART VII, SECTION A: COMPENSATION PAID TO TRUSTEES EMPLOYED BY NOT-FOR-PROFIT ORGANIZATIONS IS PROPERLY REPORTED ON THE EMPLOYER'S ANNUAL TAX FILINGS. SHIRLEY WARE EDUCATION CENTER 320 22ND ST OAKLAND CA 94612 943319072 COUNSEL & TRN CA 501(C)(3) N/A NA false SEE PART VII N/A SEE PART VII SEE PART VII false false false false false false false false false false false false false false false false true false true PART II: IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: THE TRUST OFFICE DOES NOT CURRENTLY MAINTAIN THIS INFORMATION FOR THE TRUST CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE TRUST OFFICE FOR SPECIFIC QUESTIONS. PART III - IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP: THE TRUST OFFICE DOES NOT CURRENTLY MAINTAIN THIS INFORMATION FOR THE CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE TRUST OFFICE FOR SPECIFIC QUESTIONS. PART IV - IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST: THE TRUST OFFICE DOES NOT CURRENTLY MAINTAIN THIS INFORMATION FOR THE TRUST CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE TRUST OFFICE FOR SPECIFIC QUESTIONS.