2026-03-25T17:42:29-05:00 2025-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-07-01 237418594 PHILA HOSPITAL AND HEALTH CARE DISTRICT 1199C TRAINING AND UPGRADING FUND PHIL 2157355720 1 S BROAD STREET 6TH FLOOR PHILADELPHIA PA 19107 JENNIFER HERRMANN EXECUTIVE DIRECTOR 2157355720 2026-03-25 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-03-25 2024 2025-03-06 01:10:19Z JENNIFER HERRMANN 1 S BROAD STREET 6TH FLOOR PHILADELPHIA PA 19107 11409266 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 TO DEVELOP TRAINING AND EDUCATION PROGRAMS FOR EMPLOYEES AND EMPLOYERS OF CONTRIBUTING INSTITUTIONS. 6 6 72 0 0 0 6159643 6133791 4951275 5116876 95352 134564 0 24035 11206270 11409266 0 0 2072250 1576437 5487689 5272471 0 0 0 3301872 3628020 10861811 10476928 344459 932338 15922606 15557154 5815343 5104428 10107263 10452726 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 TO DEVELOP TRAINING AND EDUCATION PROGRAMS FOR EMPLOYEES AND EMPLOYERS OF CONTRIBUTING INSTITUTIONS. 0 0 6291526 5081276 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. 6291526 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 11 0 72 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ERIC BROOKS 2157355720 100 S BROAD STREET 10TH FLOOR PHILADELPHIA PA 19110 X CASSANDRA WRIGHT EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 CLARESE WALKER UNION TRUSTEE (P) 2.00 X 0 0 0 TIFFANY PATTERSON UNION TRUSTEE 2.00 X 0 0 0 JOHN LASKY EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 ELYSE FORD UNION TRUSTEE 2.00 X 0 0 0 CHERYL DEVOSE EMPLOYER TRUSTEE 2.00 X 0 0 0 ROXANNE CREWS UNION TRUSTEE 2.00 X 0 0 0 JOHN HUNDZYNSKI UNION TRUSTEE/CO-CHAIR (P) 2.00 X 0 0 0 DIONNE RIDDICK-GARY UNION TRUSTEE/CO-CHAIR 2.00 X 0 0 0 CHERYL WHITFIELD EMPLOYER TRUSTEE/CO-CHAIR 2.00 X 0 0 0 JAEL JOHNSON EMPLOYEE 40.00 X 105826 0 59951 MICHAEL WESTOVER EMPLOYEE 40.00 X 133500 0 75628 239326 0 135579 2 0 1 0 MISSISSIPPI EARLY LLC 1316 PEPPER TOWN RD EUPORA MS 39744 CONSULTANT 526378 KIDS PARADISE DAY CARE INC 1398 CHINOUAPIN RD SOUTHAMPTON PA 18966 CHILD CARE 292312 YOUNG IMPRESSIONS CHILD CARE CENTER 431 N 64TH STREET PHILADELPHIA PA 19151 CHILD CARE 257796 TRUMONT LLC 3307 TROON DRIVE PACE FL 32571 APPRENTICESHIP TRAINING 125000 THE SEED SCHOOL 5949-53 CHESTNUT ST PHILADELPHIA PA 19139 CHILD CARE 108579 6 5808006 325785 6133791 EMPLOYER CONTRIBUTIONS 611519 5081276 5081276 RENTAL INCOME 611519 35600 35600 5116876 134564 134564 MISCELLANEOUS INCOME 611519 24035 24035 24035 11409266 5140911 0 134564 1576437 1576437 3234733 1998217 1236516 707463 437545 269918 1035715 640559 395156 294560 182177 112383 55596 55596 621381 314927 306454 1750 1750 969888 662349 307539 168681 23854 144827 88171 40459 47712 738791 127178 611613 6560 6152 408 26428 26428 107595 107595 TUITION ASSISTANCE 470265 470265 TRAINING AND TESTING SU 302238 255922 46316 LEASE AMORTIZATION 44499 44499 UNIFORMS AND BOOKS 22046 22046 4131 3704 427 10476928 6291526 4185402 0 5164706 6060426 81619 82303 1724811 1568342 746394 733732 49677 468985 367009 106658 101976 2928671 2441738 4964938 4468501 155132 100136 15922606 15557154 803617 537134 5011726 4567294 5815343 5104428 X 10107263 10452726 10107263 10452726 15922606 15557154 X 932338 43125 -630000 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20614 2276 18338 283148 276829 6319 165223 87904 77319 101976 OPERATING LEASE OBLIGATION 4555226 DUE TO 1199C HTTI 12068 4567294 X 11450641 43125 43125 11407516 1750 1750 11409266 10475178 0 10475178 1750 1750 10476928 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 TO 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. 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 MICHAEL WESTOVER EMPLOYEE 133500 0 0 0 0 0 28769 0 46859 0 209128 0 0 0 JAEL JOHNSON EMPLOYEE 105826 0 0 0 0 0 22806 0 37145 0 165777 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 THE APPROVAL AND MONITORING OF THE 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 XI, LINE 9: ADJUSTMENT DUE TO METHOD USED TO VALUE MUTUAL FUND ASSETS -630,000. 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 FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. FORM 990, SCHEDULE B: DISTRICT 1199C TRAINING AND UPGRADING FUND RECEIVES GRANTS, BOTH DIRECTLY AND INDIRECTLY AS A SUB-GRANTEE, FROM THE GOVERNMENTAL 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 1 HEALTH & TECHNOLOGY TRAINING INSTITUTE O 59153 FMV HEALTH & TECHNOLOGY TRAINING INSTITUTE N 35600 FMV HEALTH & TECHNOLOGY TRAINING INSTITUTE S 16045 FMV