2024-02-22T07:09:11-06:00 2023-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-07-01 237418594 PHILA HOSPITAL AND HEALTH CARE DISTRICT 1199C TRAINING AND UPGRADING FUND PHIL 2157355720 100 S BROAD STREET 10TH FLOOR PHILADELPHIA PA 19110 JOHN HUNDZYNSKI TRUSTEE 2157355720 2024-02-22 1 JOHN HUNDZYNSKI 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-02-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN HUNDZYNSKI 100 S BROAD STREET 10TH FLOOR PHILADELPHIA PA 19110 12456761 0 X WWW.1199CTRAINING.ORG X 1974 PA THE PURPOSE OF THE TRAINING AND UPGRADING FUND (THE FUND) IS TO ADDRESS THE WORKFORCE NEEDS OF HOSPITALS, NURSING HOMES, BEHAVIORAL HEALTH SETTINGS, HEALTH CLINICS AND SIMILAR INSTITUTIONS; AND DEVELOP TRAINING AND EDUCATION PROGRAMS FOR EMPLOYEES AND EMPLOYERS OF CONTRIBUTING INSTITUTIONS. 11 11 118 0 0 0 6565638 7668334 4471745 4708034 23456 77403 55716 2990 11116555 12456761 20138 0 820285 2011386 6140212 6068395 0 0 0 4357651 4618650 11338286 12698431 -221731 -241670 10467230 10421062 1056302 1324804 9410928 9096258 X THE PURPOSE OF THE TRAINING AND UPGRADING FUND (THE FUND) IS TO ADDRESS THE WORKFORCE NEEDS OF HOSPITALS, NURSING HOMES, BEHAVIORAL HEALTH SETTINGS, HEALTH CLINICS AND SIMILAR INSTITUTIONS; AND DEVELOP TRAINING AND EDUCATION PROGRAMS FOR EMPLOYEES AND EMPLOYERS OF CONTRIBUTING INSTITUTIONS. 0 0 9785874 4708681 THE PURPOSE OF THE TRAINING AND UPGRADING FUND (THE FUND) IS TO ADDRESS THE WORKFORCE NEEDS OF HOSPITALS, NURSING HOMES, BEHAVIORAL HEALTH SETTINGS, HEALTH CLINICS AND SIMILAR INSTITUTIONS. 9785874 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 40 0 118 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOHN HUNDZYNSKI 2157355720 100 S BROAD STREET 10TH FLOOR PHILADELPHIA PA 19110 JOHN HUNDZYNSKI UNION TRUSTEE 2.00 X 0 0 0 DIONNE RIDDICK-GARY UNION TRUSTEE 2.00 X 0 0 0 CHERYL WHITFIELD EMPLOYER TRUSTEE/CO-CHAIR 2.00 X 0 0 0 JOHN LASKY EMPLOYER TRUSTEE 2.00 X 0 0 0 SALIMA PACE UNION TRUSTEE/BOARD TREASU (P) 2.00 X 0 0 0 ELYSE FORD UNION TRUSTEE 2.00 X 0 0 0 ALLYSON SACCOMANDI EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 RICHARD COYLE EMPLOYER TRUSTEE/BOARD SEC (P) 2.00 X 0 0 0 ANITA JENSEN EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 JOANNE MCCOOL EMPLOYER TRUSTEE 2.00 X 0 0 0 TIFFANY PATTERSON UNION TRUSTEE 2.00 X 0 0 0 CLARESE WALKER UNION TRUSTEE 2.00 X 0 0 0 MILES FIELDS EMPLOYER TRUSTEE 2.00 X 0 0 0 KIMBERLY KINSLER UNION TRUSTEE 2.00 X 0 0 0 RENA NELSON UNION TRUSTEE (P) 2.00 X 0 0 0 CASSANDRA WRIGHT EMPLOYER TRUSTEE 2.00 X 0 0 0 TERESA COLLINS EXECUTIVE DIRECTOR 40.00 X 123980 0 70235 JAMES KELLER DIRECTOR OF EMPLOYER AND CAREER SERVICES 40.00 X 103436 0 58596 227416 0 128831 2 0 1 0 MISSISSIPPI EARLY LLC 1316 PEPPER TOWN RD EUPORA MS 39744 CONSULTANT 585361 THE TRAINING AND EDUCATION FUND 1500 N 2ND STREET SUITE 16 HARRISBURG PA 17102 TRAINING 347522 PTM CONSULTING GROUP 215 WARREN STREET BRIDGEPORT CT 06604 CONSULTANT 219498 THE TRUST OF UNIVERSITY OF PA 1 COLLEGE HALL STE 211 PHILADELPHIA PA 19104 TRAINING 192800 YOUNG IMPRESSIONS CHILD CARE CENTER 431 N 64TH STREET PHILADELPHIA PA 19151 CHILD CARE 180599 8 6378301 1290033 7668334 EMPLOYER CONTRIBUTIONS 611519 4708034 4708034 4708034 77403 77403 MISCELLANEOUS INCOME 900099 2343 2343 GRADUATION EXPENSE REIMB. 900099 647 647 2990 12456761 4708681 0 79746 X 2011386 2011386 202252 202252 3701312 3014023 687289 644023 530360 113663 1198251 981682 216569 322557 254629 67928 41362 41362 143591 143591 250 250 2253563 2155488 98075 1874 1874 179122 179122 143427 143427 913827 913827 6823 6823 22093 22093 69755 69755 TRAINING AND TESTING SU 809271 809271 UNIFORMS AND BOOK 29035 29035 LEASE AMORTIZATION 4657 4657 12698431 9785874 2912557 0 5799814 4377290 75086 87825 1575151 2533978 572730 514598 85940 6617 730217 696277 56032 33940 2167689 2170532 507978 134788 188304 10467230 10421062 1056302 812168 0 512636 1056302 1324804 X 9410928 9096258 9410928 9096258 10467230 10421062 -241670 -73000 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64935 64935 0 354287 334769 19518 310995 296573 14422 33940 OPERATING LEASE OBLIGATION 512636 512636 X 12382864 -73000 -73000 12455864 250 647 897 12456761 12697534 0 12697534 250 647 897 12698431 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, FUND TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRADUATION EXPENSE REIMBURSEMENTS 647. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRADUATION EXPENSE REIBURSEMENTS 647. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL PUBLISHED MATERIALS/ADVERTISEMENTS SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE THROUGH SERVICE CONTRACTS FROM A GOVERNMENTAL AGENCY. X 0 0 0 0 0 0 0 0 0 TERESA COLLINS EXECUTIVE DIRECTOR 123980 0 0 0 0 0 26718 0 43517 0 194215 0 0 0 JAMES KELLER DIRECTOR OF EMPLOYER AND CAREER SERV 103436 0 0 0 0 0 22290 0 36306 0 162032 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A HALF OF THE TRUSTEES ARE APPOINTED BY DISTRICT 1199C HOSPITAL & HEALTH CARE EMPLOYEES UNION AND HALF ARE APPOINTED BY EMPLOYERS. FORM 990, PART VI, SECTION B, LINE 11B DISTRICT 1199C TRAINING AND UPGRADING FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO EXECUTIVE DIRECTOR AND CONTROLLER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNING BODY IS REQUIRED TO DISCLOSE, ANNUALLY, ANY INTEREST THAT MAY GIVE RISE TO THE TRUST. THE ORGANIZATION MONITORS THE CONFLICT OF INTEREST POLICY BY INQUIRING OF THE BOARD MEMBERS AT THE QUARTERLY MEETINGS WITH INDEPENDENT COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 AS PART OF APPROVAL AND MONITORING OF ANNUAL BUDGET, SALARIES OF KEY EMPLOYEES ARE SET BY THE BOARD WITH APPROPRIATE COMPARISONS TO SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 DISTRICT 1199C TRAINING AND UPGRADING FUND'S ORGANIZING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,626. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,626. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 2,155,488. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,155,488. PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 89,449. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,449. FORM 990, PART XII, LINE 2C: THE DISTRICT 1199C TRAINING AND UPGRADING FUND'S GOVERNING BODY IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. FORM 990, SCHEDULE B; PHILADELPHIA HOSPITAL AND HEALTH CARE RECEIVES GRANTS, BOTH DIRECTLY AND INDIRECTLY AS A SUB-GRANTEE, FROM THE GOVERMENTAL AND PRIVATE ORGANIZATIONS LISTED ON SCHEDULE B. HEALTH & TECHNOLOGY TRAINING INSTITUTE 1319 LOCUST STREET PHILADELPHIA PA 19107 232854079 HEALTH CARE TRAINING AND EDUCATION PA 501(C)(3) LINE 2 0 DISTRICT 1199C JOB SECURITY FUND 100 SOUTH BROAD STREET PHILADELPHIA PA 19110 232841131 CAREER COUNSELING AND PLACEMENT PA 501(C)(9) 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 HEALTH & TECHNOLOGY TRAINING INSTITUTE O 116957 FMV HEALTH & TECHNOLOGY TRAINING INSTITUTE N 62219 FMV