2024-11-14T15:13:28-06:00 2023-12-31 MILLER KAPLAN ARASE LLP 595 MARKET ST STE 920 SAN FRANCISCO CA 941052814 990 2023-01-01 651239046 SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND % THOMAS ECHANIZ SEIU 5102506828 1901 HARRISON ST STE 1310 OAKLAND CA 94612 DANIEL SHAW TRUSTEE 5102506828 2024-11-13 true true Jesse Ward P02011441 4159563600 2023 2024-10-15 13:58:12Z X DANIEL SHAW 1901 HARRISON ST STE 1310 OAKLAND CA 94612 70975379 false X N/A X 2004 CA to provide educational benefits and training programs to eligible participants. 10 0 86 0 0 0 0 0 34755286 40848780 -595460 1864335 19415 164 34179241 42713279 0 0 21963619 20968221 10835762 11421869 0 0 0 7610750 7006496 40410131 39396586 -6230890 3316693 27661849 30784154 4330815 3783089 23331034 27001065 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 742 0 true 86 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 1901 HARRISON ST STE 1310 OAKLAND CA 94612 X REBECCA HANSON EXECUTIVE DIRECTOR 40.0 0.0 X 227196 0 83751 THOMAS ECHANIZ CHIEF OF FINANCE & ADMIN 40.0 0.0 X 200623 0 94535 EDGAR ROMERO DIRECTOR OF HR AND ADMIN 40.0 0.0 X 159297 0 91019 ROGER MESSIAH DATABASE APP ADMIN 40.0 0.0 X 137443 0 97813 DERRICK SYLVA DIGITAL PROJECTS DIRECTOR 40.0 0.0 X 123295 0 95026 JOCELYN CUTAY CONTROLLER 40.0 0.0 X 149474 0 66246 GREGORY MARON DIR.,EMPLOYER & LABOR RELATION 40.0 0.0 X 170763 0 37125 LAI SAN SETO ASST DIR. QUALITY ASSURANCE 40.0 0.0 X 131498 0 63434 KEITH MITCHELL DIR. COMM, BRAND & MRKT 40.0 0.0 X 130134 0 54169 TARIK SCOTT DIRECTOR OF DEVELOPMENT 40.0 0.0 X 137066 0 41700 ANGELYNN AVE ASST. DIR. EDUCATION & ROC 40.0 0.0 X 100384 0 75846 MARGARET NEWCOMB DIR. ORG LEARNING 40.0 0.0 X 126430 0 49002 DEANNA HATTER ASST DIR. CAR ADVICE & ROC 40.0 0.0 X 127294 0 43369 MABEL MEZA ASST DIR. EDUCATION 40.0 0.0 X 119277 0 50486 QUN WANG SENIOR ACCOUNTANT 40.0 0.0 X 109901 0 58610 PHOENIX LOCKETT SR. DIR. OF PROGRAMS (former) 40.0 0.0 X 131946 0 32880 EDGAR BALLESTEROS REGIONAL COORDINATOR 40.0 0.0 X 113285 0 48496 DANH LOAC ACCOUNTANT 40.0 0.0 X 109484 0 46826 GUADALUPE ALANIZ PROGRAM COORDINATOR 40.0 0.0 X 109447 0 46046 RYAN GOMEZ ASST. DIR. OF EDU. (FORMER) 40.0 0.0 X 57482 0 50720 ANGELA CHOY CHIEF OPERATING OFFICER 40.0 0.0 X 70388 0 26475 RACHEL LUPOLE DIR. CAREER ADV & ROC (former) 40.0 0.0 X 66665 0 18333 DANIEL SHAW 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 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 TAMARA STAFFORD TRUSTEE 1.0 0.0 X 0 0 0 TERRIE RIDGEWAY-OLMOS TRUSTEE 1.0 0.0 X 0 0 0 2808772 0 1271907 19 false true false GURNICK ACADEMY OF MEDICAL ARTS LLC 2121 S EL CAMINO REAL STE C200 SAN MATEO CA 94403 TUITION FEES & BOOKS 2957406 INSIDE TRACK 10 W MARKET ST STE 100 INDIANAPOLIS IN 46204 COACHING AND RENT 1187498 KAISER PERMANENTE SCHOOL OF ALLIED 938 MARINA WAY S RICHMOND CA 94804 TUITION FEES 874465 PACIFIC COLLEGE 3160 RED HILL AVE COSTA MESA CA 92626 TUITION FEES 669600 CONCORDE CAREER COLLEGES INC 6701 W 64TH ST STE 200 OVERLAND PARK KS 66202 TUITION FEES & BOOKS 601394 5 0 EMPLOYER CONTRIBUTIONS 900099 34042258 34042258 0 0 REIMBURSEMENTS 900099 6806522 6806522 0 0 40848780 1007264 0 0 1007264 0 0 0 0 0 29119171 28262100 857071 857071 0 0 857071 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 164 164 0 0 164 42713279 40848944 0 1864335 0 0 0 20968221 3203328 0 5249136 1013200 1377387 578818 0 252745 69257 0 0 81897 2747868 31676 864759 341233 0 682030 128913 0 49049 0 0 0 81922 OUTREACH AND COMMUNICATION 116112 DIGITAL STRATEGY 1368208 DEPRECIATION 153247 LINE OF CREDIT FEES 20000 17580 39396586 0 0 2905065 3118609 0 0 5151785 8551364 0 0 0 0 0 0 0 0 609574 536430 225687 195431 175461 30256 18176390 18470154 0 0 0 0 0 0 643574 77341 27661849 30784154 3137789 3164499 0 0 9328 5322 0 0 0 0 0 0 0 0 0 0 1183698 613268 4330815 3783089 X 15859572 21208684 7471462 5792381 23331034 27001065 27661849 30784154 3316693 353338 X false true X true 101714 80797 20917 123973 114634 9339 30256 0 ACCRUED VACATION 537252 LEASE INCENTIVE LIABILITY 4838 LEASE OBLIGATIONS 71178 613268 X 43066617 353338 353338 42713279 42713279 39396586 39396586 39396586 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 227196 0 0 0 0 0 46418 0 37333 0 310947 0 GREGORY MARON DIR.,EMPLOYER & LABOR RELATION 170763 0 0 0 0 0 35112 0 2013 0 207888 0 LAI SAN SETO ASST DIR. QUALITY ASSURANCE 131498 0 0 0 0 0 26101 0 37333 0 194932 0 THOMAS ECHANIZ CHIEF OF FINANCE & ADMIN 200623 0 0 0 0 0 41776 0 52759 0 295158 0 PHOENIX LOCKETT SR. DIR. OF PROGRAMS (former) 131946 0 0 0 0 0 24133 0 8747 0 164826 0 TARIK SCOTT DIRECTOR OF DEVELOPMENT 137066 0 0 0 0 0 27842 0 13858 0 178766 0 JOCELYN CUTAY CONTROLLER 149474 0 0 0 0 0 28913 0 37333 0 215720 0 MARGARET NEWCOMB DIR. ORG LEARNING 126430 0 0 0 0 0 26325 0 22677 0 175432 0 KEITH MITCHELL DIR. COMM, BRAND & MRKT 130134 0 0 0 0 0 26226 0 27943 0 184303 0 DEANNA HATTER ASST DIR. CAR ADVICE & ROC 127294 0 0 0 0 0 24098 0 19271 0 170663 0 MABEL MEZA ASST DIR. EDUCATION 119277 0 0 0 0 0 24098 0 26388 0 169763 0 ROGER MESSIAH DATABASE APP ADMIN 137443 0 0 0 0 0 27193 0 70620 0 235256 0 DERRICK SYLVA DIGITAL PROJECTS DIRECTOR 123295 0 0 0 0 0 27706 0 67320 0 218321 0 EDGAR BALLESTEROS REGIONAL COORDINATOR 113285 0 0 0 0 0 20553 0 27943 0 161781 0 DANH LOAC ACCOUNTANT 109484 0 0 0 0 0 18883 0 27943 0 156310 0 ANGELYNN AVE ASST. DIR. EDUCATION & ROC 100384 0 0 0 0 0 19787 0 56059 0 176230 0 EDGAR ROMERO DIRECTOR OF HR AND ADMIN 159297 0 0 0 0 0 34050 0 56969 0 250316 0 GUADALUPE ALANIZ PROGRAM COORDINATOR 109447 0 0 0 0 0 18103 0 27943 0 155493 0 QUN WANG SENIOR ACCOUNTANT 109901 21277 37333 168511 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 OTHER ORGANIZATIONS IS 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.