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Nonprofit · EIN 65-1239046

SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND

Tax-exempt · OAKLAND, CA 94612

Financials

$42.7M$39.4M2023$60.5M$41.7M2024
Revenue Expenses · by fiscal year end
Financials of SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$60,524,846$41,749,563$18,775,283$50,383,145$3,532,721$46,850,424
December 31, 2023990$42,713,279$39,396,586$3,316,693$30,784,154$3,783,089$27,001,065
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$58,917,238
Investment income
$1,607,128
Net gain from sales of assets
$36,537
Other revenue
$480

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$22,587,257
Compensation of officers, directors and key employees
$3,733,441
Other salaries and wages
$6,348,785
Salaries, compensation and benefits (total)
$13,877,191
Professional fundraising fees
$0
Legal fees
$146,529
Accounting fees
$59,558
Occupancy
$161,653
Travel
$141,215

Balance sheet and other

Total assets, start of year
$30,784,154
Total assets, end of year
$50,383,145
Total liabilities, end of year
$3,532,721
Net assets, end of year
$46,850,424
Land, buildings and equipment
$59,212
Publicly traded securities
$34,887,624
Net assets without donor restrictions
$31,741,178
Net assets with donor restrictions
$15,109,246
Gross receipts
$78,664,437
Employees
98
Volunteers
0
Year formed
2004
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
REBECCA HANSONEXECUTIVE DIRECTOR
Officer
40$246,933$94,774
THOMAS ECHANIZCHIEF FINANCIAL OFFICER
Officer
40$231,739$102,102
ANGELA CHOYCHIEF OPERATING OFFICER
Officer
40$215,223$88,112
EDGAR ROMERODIRECTOR OF HR AND ADMIN
Officer
40$181,440$93,903
JOCELYN CUTAYCONTROLLER
Officer
40$167,151$75,498
ROGER MESSIAHDATABASE APP ADMIN
Highest-paid employee
40$138,562$104,010
DERRICK SYLVADIGITAL PROJECTS DIRECTOR
Officer
40$140,088$101,552
ARIANNA ROSE ALDEBOTDIR OF PROGRAMS
Officer
40$158,540$62,103
GREGORY MARONDIR.,EMPL & LABOR REL SOCAL
Officer
40$181,612$38,686
KEITH MITCHELLDIR. COMM, BRAND & MRKT
Officer
40$146,965$60,909
ANGELYNN AVEASST. DIR. EDUCATION & ROC
Officer
40$119,629$83,724
LAI SAN SETOASST DIR. QUALITY ASSURANCE
Officer
40$131,317$71,480
TRISHA MILANDATABASE APP ADMIN
Highest-paid employee
40$127,918$71,199
TARIK SCOTTDIRECTOR OF DEVELOPMENT
Officer
40$148,049$45,912
MARGARET NEWCOMBDIR. ORG LEARNING
Officer
40$141,335$52,323
21 more people on this return
NameTitleHours / weekCompensationOther / benefits
MADELEINE BRANDASST DIR. OF PROGRAMS
Officer
40$102,335$84,044
MABEL MEZAASST DIR. EDUCATION
Officer
40$128,227$56,936
QUN WANGSENIOR ACCOUNTANT
Highest-paid employee
40$115,944$67,131
DEANNA HATTERASST DIR. CAR ADVICE & ROC
Officer
40$132,404$48,396
EDGAR BALLESTEROSREGIONAL COORDINATOR
Highest-paid employee
40$117,672$54,339
ZENAIDA D EHRLICHREGIONAL COORDINATOR
Highest-paid employee
40$94,032$67,469
CHARLOTTE YATESMGR OPERATIONS AND FACILITIES
Highest-paid employee
40$113,870$40,037
DANIEL SHAWTRUSTEE
Trustee or director
1$0$0
RA CRISCITIELLOTRUSTEE
Trustee or director
1$0$0
WYLIE ADAMSTRUSTEE
Trustee or director
1$0$0
DENNIS ANDERSONTRUSTEE (TERMED)
Trustee or director
1$0$0
RYN SCHNEIDERTRUSTEE (TERMED)
Trustee or director
1$0$0
SONYA ALLEN-SMITHTRUSTEE
Trustee or director
1$0$0
LOURDES MARIA R CASAOTRUSTEE
Trustee or director
1$0$0
MEG NIEMITRUSTEE
Trustee or director
1$0$0
TAMARA STAFFORDTRUSTEE
Trustee or director
1$0$0
TERRIE RIDGEWAY-OLMOSTRUSTEE
Trustee or director
1$0$0
EVE LOGSDONTRUSTEE
Trustee or director
1$0$0
GARY T WELLERTRUSTEE
Trustee or director
1$0$0
SELENE CASTILLO ARZATETRUSTEE
Trustee or director
1$0$0
MARK HALLTRUSTEE
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 32 people
NameTitleHours / weekCompensationOther / benefits
REBECCA HANSONEXECUTIVE DIRECTOR
Officer
40$227,196$83,751
THOMAS ECHANIZCHIEF OF FINANCE & ADMIN
Officer
40$200,623$94,535
EDGAR ROMERODIRECTOR OF HR AND ADMIN
Officer
40$159,297$91,019
ROGER MESSIAHDATABASE APP ADMIN
Highest-paid employee
40$137,443$97,813
DERRICK SYLVADIGITAL PROJECTS DIRECTOR
Officer
40$123,295$95,026
JOCELYN CUTAYCONTROLLER
Officer
40$149,474$66,246
GREGORY MARONDIR.,EMPLOYER & LABOR RELATION
Officer
40$170,763$37,125
LAI SAN SETOASST DIR. QUALITY ASSURANCE
Officer
40$131,498$63,434
KEITH MITCHELLDIR. COMM, BRAND & MRKT
Officer
40$130,134$54,169
TARIK SCOTTDIRECTOR OF DEVELOPMENT
Officer
40$137,066$41,700
ANGELYNN AVEASST. DIR. EDUCATION & ROC
Officer
40$100,384$75,846
MARGARET NEWCOMBDIR. ORG LEARNING
Officer
40$126,430$49,002
DEANNA HATTERASST DIR. CAR ADVICE & ROC
Officer
40$127,294$43,369
MABEL MEZAASST DIR. EDUCATION
Officer
40$119,277$50,486
QUN WANGSENIOR ACCOUNTANT
Highest-paid employee
40$109,901$58,610
PHOENIX LOCKETTSR. DIR. OF PROGRAMS (former)
Officer
40$131,946$32,880
EDGAR BALLESTEROSREGIONAL COORDINATOR
Highest-paid employee
40$113,285$48,496
DANH LOACACCOUNTANT
Highest-paid employee
40$109,484$46,826
GUADALUPE ALANIZPROGRAM COORDINATOR
Highest-paid employee
40$109,447$46,046
RYAN GOMEZASST. DIR. OF EDU. (FORMER)
Officer
40$57,482$50,720
ANGELA CHOYCHIEF OPERATING OFFICER
Officer
40$70,388$26,475
RACHEL LUPOLEDIR. CAREER ADV & ROC (former)
Officer
40$66,665$18,333
DANIEL SHAWTRUSTEE
Trustee or director
1$0$0
RA CRISCITIELLOTRUSTEE
Trustee or director
1$0$0
WYLIE ADAMSTRUSTEE
Trustee or director
1$0$0
DENNIS ANDERSONTRUSTEE
Trustee or director
1$0$0
RYN SCHNEIDERTRUSTEE
Trustee or director
1$0$0
SONYA ALLEN-SMITHTRUSTEE
Trustee or director
1$0$0
LOURDES MARIA R CASAOTRUSTEE
Trustee or director
1$0$0
MEG NIEMITRUSTEE
Trustee or director
1$0$0
TAMARA STAFFORDTRUSTEE
Trustee or director
1$0$0
TERRIE RIDGEWAY-OLMOSTRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1901 HARRISON ST STE 1310, OAKLAND, CA 94612-3590
In care of
% JOCELYN CUTAY
Principal officer (990 for 2024)
DANIEL SHAW, 1901 HARRISON ST STE 1310, OAKLAND, CA 94612
Signed the 990
RACHEL CRISCITIELLO, TRUSTEE
Phone
(510) 250-6828
Return prepared by
MILLER KAPLAN ARASE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 65-1239046 or by the name SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE EDUCATIONAL BENEFITS TO ELIGIBLE EMPLOYEES IN THE HEALTHCARE INDUSTRY AND PROVIDE FOR A VARIETY OF EDUCATIONAL AND TRAINING PROGRAMS.

990 for the year ended December 31, 2024

Program accomplishments

  • to provide educational benefits to eligible employees in the healthcare industry and provide for a variety of educational and training programs.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
65-1239046
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2005
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B30)
Assets (IRS master file)
$50,383,145
Income (IRS master file)
$78,664,437

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$60,524,846$41,749,563$50,383,145IRS
990December 2023$42,713,279$39,396,586$30,784,154XML
990December 2022$34,179,241$40,410,131$27,661,849IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-1239046).

Questions about SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND

What is the EIN of SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND?
The employer identification number (EIN) of SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND is 65-1239046.
Is SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
Are donations to SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND?
The 990 for the year ended December 31, 2024 names DANIEL SHAW.
Who are the officers and directors of SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND?
The 990 for the year ended December 31, 2024 lists 36 people; 22 received compensation from the organization, the highest $246,933 (REBECCA HANSON, EXECUTIVE DIRECTOR).
How much revenue does SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $60,524,846, expenses of $41,749,563 and total assets of $50,383,145 at year end.

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