1199 SEIU LEAGUE TRAINING AND UPGRADING FUND (EIN 132637580) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

MERCEDES MAMBRU

Phone

6464736656

Tax Period

2024-01-01 to 2024-12-31

1199 SEIU LEAGUE TRAINING AND UPGRADING FUND, founded in 1969, is a mid-sized nonprofit in the Employment sector that reported $72.9M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $82.4M exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PROVIDE A VARIETY OF EDUCATIONAL AND TRAINING PROGRAMS TO ELIGIBLE EMPLOYEES IN THE HEALTH CARE AND HUMAN SERVICE INDUSTRY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $72,733,509

Investment Income $0

Other Revenue $213,078

TOTAL REVENUE $72,946,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,743,370

Fundraising Expenses $0

Program Expenses $65,659,735

Other Expenses $16,700,295

TOTAL EXPENSES $82,360,030

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,946,587	$81,917,821	-0.1%
Expenses	$82,360,030	$79,641,444	+0.0%
Net Income	$-9,413,443	$2,276,377	-5.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

8831

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,145,347

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BRODSKY	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY COHEN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MARIBEL FELIX	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
GUY MENNONNA	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MARY JO SCHWEICKHARDT	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
SAL LA VECCHIA	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MARC KRAMER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JANELLE FAIRBROTHER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
BETH COOPER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
DEVIN SULLIVAN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ROBERT L OLIVER JR	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINA PIERGA	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JACQUELINE ALLEYNE	UNION TRUSTEE	1.00	Director	$0	$0	$0
YVONNE ARMSTRONG	UNION TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL ASHBY	UNION TRUSTEE	1.00	Director	$0	$0	$0
LISA BROWN	UNION TRUSTEE	1.00	Director	$0	$0	$0
DESQUASIA CANALES	UNION TRUSTEE	1.00	Director	$0	$0	$0
GEORGE GRESHAM	UNION TRUSTEE	1.00	Director	$0	$0	$0
JOYCE NEIL	UNION TRUSTEE	1.00	Director	$0	$0	$0
ALLAN SHERMAN	UNION TRUSTEE	1.00	Director	$0	$0	$0
VERONICA TURNER-BIGGS	UNION TRUSTEE	1.00	Director	$0	$0	$0
BRIAN MORSE	UNION TRUSTEE	1.00	Director	$0	$0	$0
GREG SPELLER	UNION TRUSTEE	1.00	Director	$0	$0	$0
TIM FOLEY	UNION TRUSTEE	1.00	Director	$0	$0	$0
TRACEY HARRISON	UNION TRUSTEE	1.00	Director	$0	$0	$0
TANYA ISAACS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
FRANCISCA TINTI	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JANICE REYES-TUTIVEN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
SEAN MOORE	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
AARON KRANICH	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MARC LEFF	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE NATION-JUMPP	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ROGER CUMBERBATCH	UNION TRUSTEE	1.00	Director	$0	$0	$0
MILLY SILVA	UNION TRUSTEE	1.00	Director	$0	$0	$0
KERRY JOHNSON	UNION TRUSTEE	1.00	Director	$0	$0	$0
ADEKEMI GRAY	UNION TRUSTEE	1.00	Director	$0	$0	$0
NORA DONOHER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
SETH KRONENBERG	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ANTIONETTE BIBAL-SALDIVAR	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
COREY BURZYNSKI	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
EUNIA DESTINE-LATINWO	UNION TRUSTEE	1.00	Director	$0	$0	$0
DAN RATNER	UNION TRUSTEE	1.00	Director	$0	$0	$0
SANDI VITO	EXECUTIVE OFFICER	20.00	Officer	$252,775	$196,148	$596,262
DONNA S REY	CROSS FUNDS EXECUTIVE OFFI	1.00	Officer	$0	$485,086	$1,439,400
MERCEDES MAMBRU	CHIEF FINANCIAL OFFICER	1.00	Officer	$59,667	$273,072	$782,857
DANIEL BUSTILLO	DEPUTY EXECUTIVE DIRECTOR	20.00	Officer	$135,456	$112,416	$326,828
LORRAINE MONCHAK	CHIEF INVESTMENTS OFFICER	1.00	Highest	$0	$786,113	$2,343,907
BRANDY D SHILOH	CHIEF OF ADMINISTRATION	1.00	Highest	$0	$409,394	$1,204,836
STACEY MILLMAN	CHIEF COMMUNICATIONS OFFIC	1.00	Highest	$0	$315,506	$939,563
VAN H DUNN	CHIEF MEDICAL OFFICER	1.00	Highest	$0	$328,645	$908,427
ANGELA SCOTT	CHIEF BENEFITS OFFICER	1.00	Highest	$0	$282,343	$827,691

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2024	$72,946,587	$82,360,030	$53,293,734	$-9,413,443
2023	$81,917,821	$79,641,444	$60,817,339	$2,276,377
2022	$73,721,196	$72,467,659	$48,484,426	$1,253,537
2021	$63,487,129	$70,491,909	$42,542,566	$-7,004,780
2020	$72,552,012	$62,910,793	$50,035,343	$9,641,219
2019	$74,372,491	$63,656,803	$39,173,850	$10,715,688
2018	$72,466,207	$63,878,365	$29,789,642	$8,587,842

1199 SEIU LEAGUE TRAINING AND UPGRADING FUND