Civic Intelligence

Seiu Local 2015 Long-Term Care Workers Health Trust

990 • Fiscal year 2017 • EIN 20-4570305

Jun 01, 2016 to May 31, 2017 • Filed on Apr 17, 2018

Organization ProfileN/A

View Organization Page

2910 Beverly BoulevardLos Angeles, CA 90057

(877) 698-5829

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

48th percentile

2.9%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$259,804

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

37th percentile

3.3%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

53%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$9,480,313

Up $304,694 (+3.3%) from 2016

Net Assets

Up

$9,466,740

Up $304,493 (+3.3%) from 2016

Liabilities

Up

$13,573

Up $201 (+1.5%) from 2016

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin48th percentile

Revenue

Up

$7,437,676

Up $2,562,008 (+53%) from 2016

Expenses

Up

$7,221,125

Up $2,042,575 (+39%) from 2016

Net Income

Up

$216,551

Up $519,433 (+171%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2017

Assets$9,480,313
Liabilities$13,573
Net Assets$9,466,740
Open 2017 Filing

Operations Trend

Revenue Growth93rd 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

2017

Revenue$7,437,676
Expenses$7,221,125
Net Income$216,551
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 17, 2018
Return Version
2016v3.0
Gross Receipts
$7,437,676
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
Investments in Publicly Traded Securities$8,165,606$8,387,722▲ $222,116
Savings and Temporary Cash Investments$490,335$281,395▼ $208,940
Accounts Receivable$128,248$133,561▲ $5,313
Prepaid Expenses and Deferred Charges$3,360$4,169▲ $809
Total Assets$9,175,619$9,480,313▲ $304,694
Other Assets Total$388,070$673,466▲ $285,396
Liabilities
Accounts Payable and Accrued Expenses$13,372$13,573▲ $201
Total Liabilities$13,372$13,573▲ $201
Net Assets / Fund Balance
Unrestricted Net Assets$9,162,247$9,466,740▲ $304,493
Total Net Assets Fund Balance$9,162,247$9,466,740▲ $304,493
Total Liabilities and Net Assets / Fund Balance$9,175,619$9,480,313▲ $304,694

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$673,466--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
Werlin DavidChair$112,105$112,105
Csekey TomTrustee$102,321$102,321

Board Members and Trustees

NameTitle
Cook SamuelFormer Chair
Butler LaphonzaTrustee
Mundy RosaTrsutee

Highest Paid Contractors

ContractorServicesLocationCompensation
Schwartz Steinsapir Dohrmann & SommersLegal Services6300 WILSHIRE BOULEVARD STE 2000, Los Angeles, CA 90048$106,873
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,277,958
Investment Income
$135,530
Other Revenue
$24,188
Change in Net Assets
$216,551

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,437,676
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$87,942
Total Revenue per Audited Statements
$7,525,618
Total Revenue per Form 990
$7,437,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$538,160
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---$6,682,965
Fees for Services Legal---$106,873
Fees for Service Investment Mgmnt Fees---$30,158
Fees for Services Accounting---$24,500
Insurance---$18,683
Office Expenses---$3,620
Fees for Services Other---$2,355
Other Expenses---$838
Total Functional Expenses$0$0$0$7,221,125

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,221,125
Total Expenses per Audited Statements$7,221,125
Total Expenses per Form 990$7,221,125
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
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 11B

“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

Filer Name
Long Term Care Workers Health Trust Fund
EIN
20-4570305
Phone
8776985829
Address
2910 BEVERLY BOULEVARD, LOS ANGELES, CA 90057

Signing Officer

Name
David Werlin
Title
Trustee
Phone
8776985829
Signed
2018-04-17
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

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, 2017, the statute of limitations for tax years 2013 through 2015 remains open with the u. S. Federal jurisdiction and the various states and local jurisdictions in which the plan files returns.”

Raw XML Appendix395 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013372
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013573
IRS990/AccountsReceivableGrp/BOYAmt0128248
IRS990/AccountsReceivableGrp/EOYAmt0133561
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.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt06682965
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DELTA FUND ADMINISTRATORS LLC
IRS990/BooksInCareOfDetail/PhoneNum02099405100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01234 WEST OAK STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095203
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0106873
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt06300 WILSHIRE BOULEVARD STE 2000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090048
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SCHWARTZ STEINSAPIR DOHRMANN & SOMMERS
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt06682965
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0135530
IRS990/CYOtherExpensesAmt0538160
IRS990/CYOtherRevenueAmt024188
IRS990/CYProgramServiceRevenueAmt07277958
IRS990/CYRevenuesLessExpensesAmt0216551
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07221125
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07437676
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN PROVIDES HEALTH BENEFITS SUCH AS MEDICAL, DENTAL, AND VISION TO PARTICIPATING EMPLOYEES IN THE IN-HOME SUPPORTIVE SERVICES INDUSTRY OF CALIFORNIA.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt024500
IRS990/FeesForServicesLegalGrp/TotalAmt0106873
IRS990/FeesForServicesOtherGrp/TotalAmt02355
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt030158
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt038582
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt239000
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0COOK SAMUEL
IRS990/Form990PartVIISectionAGrp/PersonNm1CSEKEY TOM
IRS990/Form990PartVIISectionAGrp/PersonNm2BUTLER LAPHONZA
IRS990/Form990PartVIISectionAGrp/PersonNm3WERLIN DAVID
IRS990/Form990PartVIISectionAGrp/PersonNm4MUNDY ROSA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0121299
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1102321
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2220804
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3112105
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0FORMER CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRSUTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07437676
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt018683
IRS990/InvestmentIncomeGrp/ExclusionAmt0135530
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0135530
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08165606
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08387722
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O FOR DETAILS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09162247
IRS990/NetAssetsOrFundBalancesEOYAmt09466740
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt087942
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt03620
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0388070
IRS990/OtherAssetsTotalGrp/EOYAmt0673466
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OUTREACH PROGRAM
IRS990/OtherExpensesGrp/Desc1ADMINISTRATOR FEES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0272810
IRS990/OtherExpensesGrp/TotalAmt178323
IRS990/OtherExpensesGrp/TotalAmt2838
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt024188
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024188
IRS990/OtherRevenueTotalAmt024188
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03360
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04169
IRS990/PrincipalOfficerNm0DAVID WERLIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06543413
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1734545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06543413
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1734545
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04759370
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0108482
IRS990/PYOtherExpensesAmt0419180
IRS990/PYOtherRevenueAmt03795
IRS990/PYProgramServiceRevenueAmt04763391
IRS990/PYRevenuesLessExpensesAmt0-302882
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05178550
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04875668
IRS990/ReconcilationRevenueExpnssAmt0216551
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0490335
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0281395
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07221125
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt087942
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0673466
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM SEIU LOCAL 2015
IRS990ScheduleD/RevenueNotReportedAmt087942
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07437676
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, 2017, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0673466
IRS990ScheduleD/TotalExpensesPerForm990Amt07221125
IRS990ScheduleD/TotalRevenuePerForm990Amt07437676
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07525618
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07221125
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt04119
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt17500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0102981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1195000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt020596
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt139000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt017986
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt014199
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt118304
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0COOK SAMUEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BUTLER LAPHONZA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0159881
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1259804
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE REVIEWS THE FORM 990 BEFORE FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNAL PROCEDURES INCLUDE THE CONTINUOUS REVIEW OF PROCEDURES TO ENSURE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT MAKE ANY OF ITS DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEIU LOCAL 2015
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1COUNTY OF SAN BENITO - STATE OF CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2COUNTY OF SANTA CRUZ - STATE OF CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SEIU UNITED LONG-TERM CARE WORKERS LOCAL UNION NO 6434
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0474164197
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1260718017
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNITE MEMBERS INTO ONE ORG. FOR THE PURPOSE OF IMPROVING WORKING CONDITIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1UNITE MEMBERS INTO ONE ORG. FOR THE PURPOSE OF IMPROVING WORKING CONDITIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02910 BEVERLY BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12910 BEVERLY BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090057
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd190057
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09175619
IRS990/TotalAssetsEOYAmt09480313
IRS990/TotalAssetsGrp/BOYAmt09175619
IRS990/TotalAssetsGrp/EOYAmt09480313
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07221125
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013372
IRS990/TotalLiabilitiesEOYAmt013573
IRS990/TotalLiabilitiesGrp/BOYAmt013372
IRS990/TotalLiabilitiesGrp/EOYAmt013573
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09162247
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09466740
IRS990/TotalOtherCompensationAmt077582
IRS990/TotalProgramServiceRevenueAmt07277958
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0135530
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07302146
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07437676
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09175619
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09480313
IRS990/TotReportableCompRltdOrgAmt0556529
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt09162247
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09466740
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02910 BEVERLY BOULEVARD
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090057
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WERLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08776985829
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONG TERM CARE WORKERS HEALTH TRUST FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0204570305
ReturnHeader/Filer/PhoneNum08776985829
ReturnHeader/Filer/USAddress/AddressLine1Txt02910 BEVERLY BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090057
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00B5FA0604EC921149BCA0C9F7FF0732235262084
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F9732D26F1862369112473F02FBFB10AC939BB18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.43.98
ReturnHeader/FilingSecurityInformation/IPDt02018-04-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:43:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E HALLBERG CPA
ReturnHeader/ReturnTs02018-04-17T11:45:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,480,313
Liabilities
$13,573
Net assets
$9,466,740
Revenue
$7,437,676
Expenses
$7,221,125
Net income
$216,551
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
2017Detailed filing. Detailed filing data is available for this year.$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