Civic Intelligence

Seiu Local 2015 Long-Term Care Workers Health Trust

990 • Fiscal year 2014 • EIN 20-4570305

Jun 01, 2013 to May 31, 2014 • Filed on Mar 31, 2015

Organization ProfileN/A

View Organization Page

2910 Beverly Boulevard90057

(877) 698-5829

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.02x

Higher debt load relative to assets than 45% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

22nd percentile

-6.5%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

77th percentile

$169,049

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-27%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$10,151,116

Down $1,412,727 (-12%) from 2013

Net Assets

Down

$9,975,717

Down $573,445 (-5.4%) from 2013

Liabilities

Down

$175,399

Down $839,282 (-83%) from 2013

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin22nd percentile

Revenue

Down

$8,796,472

Down $3,187,692 (-27%) from 2013

Expenses

Down

$9,369,917

Down $3,089,952 (-25%) from 2013

Net Income

Down

-$573,445

Down $97,740 (-21%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $8,616,883Liabilities 2011: $3,772,394Net Assets 2011: $4,844,4892011Assets 2012: $12,095,580Liabilities 2012: $1,070,713Net Assets 2012: $11,024,8672012Assets 2013: $11,563,843Liabilities 2013: $1,014,681Net Assets 2013: $10,549,1622013Assets 2014: $10,151,116Liabilities 2014: $175,399Net Assets 2014: $9,975,7172014Assets 2015: $9,425,355Liabilities 2015: $21,031Net Assets 2015: $9,404,3242015Assets 2016: $9,175,619Liabilities 2016: $13,372Net Assets 2016: $9,162,2472016Assets 2017: $9,480,313Liabilities 2017: $13,573Net Assets 2017: $9,466,7402017Assets 2018: $9,238,548Liabilities 2018: $20,294Net Assets 2018: $9,218,2542018Assets 2019: $9,693,684Liabilities 2019: $5,003Net Assets 2019: $9,688,6812019Assets 2020: $12,609,232Liabilities 2020: $15,102Net Assets 2020: $12,594,1302020Assets 2021: $14,114,996Liabilities 2021: $16,724Net Assets 2021: $14,098,2722021Assets 2022: $13,464,655Liabilities 2022: $20,783Net Assets 2022: $13,443,8722022Assets 2023: $13,320,395Liabilities 2023: $3,272Net Assets 2023: $13,317,1232023

Highlighted filing

2014

Assets$10,151,116
Liabilities$175,399
Net Assets$9,975,717
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $22,073,806Expenses 2011: $22,997,517Net Income 2011: -$923,7112011Expenses 2012: $15,346,1052012Revenue 2013: $11,984,164Expenses 2013: $12,459,869Net Income 2013: -$475,7052013Revenue 2014: $8,796,472Expenses 2014: $9,369,917Net Income 2014: -$573,4452014Revenue 2015: $3,229,770Expenses 2015: $3,801,163Net Income 2015: -$571,3932015Revenue 2016: $4,875,668Expenses 2016: $5,178,550Net Income 2016: -$302,8822016Revenue 2017: $7,437,676Expenses 2017: $7,221,125Net Income 2017: $216,5512017Revenue 2018: $8,642,844Expenses 2018: $8,791,884Net Income 2018: -$149,0402018Revenue 2019: $8,802,291Expenses 2019: $8,573,386Net Income 2019: $228,9052019Revenue 2020: $12,038,106Expenses 2020: $8,942,640Net Income 2020: $3,095,4662020Revenue 2021: $9,546,191Expenses 2021: $9,123,155Net Income 2021: $423,0362021Revenue 2022: $10,449,440Expenses 2022: $9,511,740Net Income 2022: $937,7002022Revenue 2023: $11,203,637Expenses 2023: $10,760,408Net Income 2023: $443,2292023

Highlighted filing

2014

Revenue$8,796,472
Expenses$9,369,917
Net Income-$573,445
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Mar 31, 2015
Return Version
2013v4.0
Gross Receipts
$8,796,472
Mission and Program Overview

Mission

See schedule o for details.

The trust was established to maintain the long term care workers health plan. The plan was created for the exclusive benefit of eligible long term care workers. The plan provides health benefits (medical, dental, and vision) to participating employees in the in-home supportive services industry of california, whose employers are required, by contract, to pay contributions to the trust.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$10,349,428$9,952,149▼ $397,279
Accounts Receivable$700,914$113,131▼ $587,783
Prepaid Expenses and Deferred Charges$4,177$3,942▼ $235
Total Assets$11,563,843$10,151,116▼ $1,412,727
Other Assets Total$509,324$81,894▼ $427,430
Liabilities
Accounts Payable and Accrued Expenses$1,014,681$175,399▼ $839,282
Total Liabilities$1,014,681$175,399▼ $839,282
Net Assets / Fund Balance
Unrestricted Net Assets$10,549,162$9,975,717▼ $573,445
Total Net Assets Fund Balance$10,549,162$9,975,717▼ $573,445
Total Liabilities and Net Assets / Fund Balance$11,563,843$10,151,116▼ $1,412,727
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleOtherTotal
David WerlinTrustee$148,425$148,425

Board Members and Trustees

NameTitle
Laphonza ButlerChair
Rosa MundyTrustee
Samuel CookTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
AtpaAdministrator Fees-$318,713
Anthem Blue Cross And Blue ShieldClaims Administrator Fees-$198,635
Schwartz Steinsapir Dohrmann & SommersLegal Fees-$120,812
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,728,794
Investment Income
$20,458
Other Revenue
$47,220
Change in Net Assets
$-573,445

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,796,472
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,796,472
Total Revenue per Form 990
$8,796,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$713,876
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,656,041
Fees for Services Legal---$172,196
Fees for Services Other---$85,000
Insurance---$47,534
Fees for Services Accounting---$32,759
Office Expenses---$17,197
Other Expenses---$2,799
Total Functional Expenses$0$0$0$9,369,917

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,369,917
Total Expenses per Audited Statements$9,369,917
Total Expenses per Form 990$9,369,917
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The trustee reviews the form 990 before filing the return with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Internal procedures include the continuous review of procedures to ensure compliance.”

Form 990, Part VI, Section C, Line 19

“The organization does not make any of its documents available to the general public.”

Filing and Contact Details

Filer

EIN
20-4570305
Phone
8776985829

Signing Officer

Name
Samuel Cook
Title
Trustee
Phone
8776985829
Signed
2015-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samuel Cook
Formed
2006
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“As of 12/31/13 medical coverage was terminated. There was also a change int he dental insurance carrier. Western dental was terminated and replaced by metlife.”

Financial Statement Notes

PART X, LINE 2:

“The plan is intended to qualify under section 501(c) (9) of the internal revenue code and,therefore, is not subject to income tax. The plan obtained a favorable tax determination letter from the internal revenue service on january 4, 2008, stating that the plan, as then designed,was in compliance with the applicable requirements of the internal revenue code. The plan has also received a favorable tax determination letter from the state of california. The plan has been amended since receiving the determination letters. The plan sponsor believes that the plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the internal revenue code. Therefore, no provision for federal or california income taxes has been included in the plans financial statements. As of may 31, 2014, the statute of limitations for tax years 2010 through 2012 remains open with the u. S. Federal jurisdiction and the various states and local jurisdictions in which the plan files returns.”

Raw XML Appendix380 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TRUST WAS ESTABLISHED TO MAINTAIN THE LONG TERM CARE WORKERS HEALTH PLAN. THE PLAN WAS CREATED FOR THE EXCLUSIVE BENEFIT OF ELIGIBLE LONG TERM CARE WORKERS. THE PLAN PROVIDES HEALTH BENEFITS (MEDICAL, DENTAL, AND VISION) TO PARTICIPATING EMPLOYEES IN THE IN-HOME SUPPORTIVE SERVICES INDUSTRY OF CALIFORNIA, WHOSE EMPLOYERS ARE REQUIRED, BY CONTRACT, TO PAY CONTRIBUTIONS TO THE TRUST.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS INTENDED TO QUALIFY UNDER SECTION 501(C) (9) OF THE INTERNAL REVENUE CODE AND,THEREFORE, IS NOT SUBJECT TO INCOME TAX. THE PLAN OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ON JANUARY 4, 2008, STATING THAT THE PLAN, AS THEN DESIGNED,WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE PLAN HAS ALSO RECEIVED A FAVORABLE TAX DETERMINATION LETTER FROM THE STATE OF CALIFORNIA. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTERS. THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR FEDERAL OR CALIFORNIA INCOME TAXES HAS BEEN INCLUDED IN THE PLANS FINANCIAL STATEMENTS. AS OF MAY 31, 2014, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2010 THROUGH 2012 REMAINS OPEN WITH THE U. S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0145000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1119974
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt023200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt116800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt0849
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt117088
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LAPHONZA BUTLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SAMUEL COOK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0169049
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1153862
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS OF 12/31/13 MEDICAL COVERAGE WAS TERMINATED. THERE WAS ALSO A CHANGE INT HE DENTAL INSURANCE CARRIER. WESTERN DENTAL WAS TERMINATED AND REPLACED BY METLIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE REVIEWS THE FORM 990 BEFORE FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNAL PROCEDURES INCLUDE THE CONTINUOUS REVIEW OF PROCEDURES TO ENSURE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ANY OF ITS DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10SEIU UNITED LONG-TERM CARE WORKERS LOCAL UNION NO 6434
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11DEL NORTE COUNTY - STATE OF CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12COUNTY OF MADERA - STATE OF CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine13COUNTY OF SAN BENITO - STATE OF CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine14COUNTY OF SANTA CRUZ - STATE OF CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine15COUNTY OF VENTURA - STATE OF CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0260718017
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNITE MEMBERS INTO ONE ORG. FOR THE PURPOSE OF IMPROVING WORKING CONDITIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102910 BEVERLY BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode090057
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011563843
IRS990/TotalAssetsEOYAmt010151116
IRS990/TotalAssetsGrp/BOYAmt011563843
IRS990/TotalAssetsGrp/EOYAmt010151116
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09369917
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01014681
IRS990/TotalLiabilitiesEOYAmt0175399
IRS990/TotalLiabilitiesGrp/BOYAmt01014681
IRS990/TotalLiabilitiesGrp/EOYAmt0175399
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010549162
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09975717
IRS990/TotalOtherCompensationAmt099096
IRS990/TotalProgramServiceRevenueAmt08728794
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020458
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08776014
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08796472
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011563843
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010151116
IRS990/TotReportableCompRltdOrgAmt0372240
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt010549162
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09975717
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102910 BEVERLY BOULEVARD
IRS990/USAddress/City0LOS ANGELES
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode090057
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08776985829
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10LONG TERM CARE WORKERS HEALTH TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0204570305
ReturnHeader/Filer/PhoneNum08776985829
ReturnHeader/Filer/USAddress/AddressLine102910 BEVERLY BOULEVARD
ReturnHeader/Filer/USAddress/City0LOS ANGELES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090057
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine20WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E HALLBERG CPA
ReturnHeader/ReturnTs02015-03-31T10:54:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,151,116
Liabilities
$175,399
Net assets
$9,975,717
Revenue
$8,796,472
Expenses
$9,369,917
Net income
-$573,445
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$13.3$0.00$13.3$11.2$10.8$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.02$13.4$10.4$9.51$0.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.02$14.1$9.55$9.12$0.42
2020Summary only. Only limited summary data is available for this year.$12.6$0.02$12.6$12.0$8.94$3.10
2019Summary only. Only limited summary data is available for this year.$9.69$0.01$9.69$8.80$8.57$0.23
2018Summary only. Only limited summary data is available for this year.$9.24$0.02$9.22$8.64$8.79$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.48$0.01$9.47$7.44$7.22$0.22
2016Summary only. Only limited summary data is available for this year.$9.18$0.01$9.16$4.88$5.18$0.30
2015Detailed filing. Detailed filing data is available for this year.$9.43$0.02$9.40$3.23$3.80$0.57
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.18$9.98$8.80$9.37$0.57
2013Summary only. Only limited summary data is available for this year.$11.6$1.01$10.5$12.0$12.5$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$1.07$11.0$15.3
2011Summary only. Only limited summary data is available for this year.$8.62$3.77$4.84$22.1$23.0$0.92