Civic Intelligence

Seiu Local 2015 Long Term Care Workers Education and Training Trust Fund

990 • Fiscal year 2019 • EIN 27-3532889

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization ProfileN/A
2910 Beverly BlvdLos Angeles, CA 90057

(213) 985-0463

Siviq Scores

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

Liabilities / Assets

97th percentile

0.61x

Higher debt load relative to assets than 97% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

0.36x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-49%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

99th percentile

$284,311

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 40.6% of source-year revenue.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Asset Growth

1st percentile

-42%

Faster asset growth than 1% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

4.6%

Faster revenue growth than 59% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$409,509

Down $298,362 (-42%) from 2018

Net Assets

Down

$159,238

Down $345,260 (-68%) from 2018

Liabilities

Up

$250,271

Up $46,898 (+23%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin2nd percentile

Revenue

Up

$699,472

Up $30,673 (+4.6%) from 2018

Expenses

Up

$1,044,732

Up $25,465 (+2.5%) from 2018

Net Income

Up

-$345,260

Up $5,208 (+1.5%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $180,886Liabilities 2013: $69,823Net Assets 2013: $111,0632013Assets 2014: $152,883Liabilities 2014: $34,411Net Assets 2014: $118,4722014Assets 2016: $893,809Liabilities 2016: $67,286Net Assets 2016: $826,5232016Assets 2017: $886,118Liabilities 2017: $138,842Net Assets 2017: $747,2762017Assets 2018: $707,871Liabilities 2018: $203,373Net Assets 2018: $504,4982018Assets 2019: $409,509Liabilities 2019: $250,271Net Assets 2019: $159,2382019Assets 2020: $542,691Liabilities 2020: $128,150Net Assets 2020: $414,5412020Assets 2021: $563,375Liabilities 2021: $139,101Net Assets 2021: $424,2742021Assets 2022: $257,294Liabilities 2022: $72,989Net Assets 2022: $184,3052022Assets 2023: $369,523Liabilities 2023: $131,551Net Assets 2023: $237,9722023Assets 2024: $2,202,027Liabilities 2024: $50,133Net Assets 2024: $2,151,8942024

Highlighted filing

2019

Assets$409,509
Liabilities$250,271
Net Assets$159,238
Open 2019 Filing

Operations Trend

Revenue Growth59th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $170,943Expenses 2013: $245,166Net Income 2013: -$74,2232013Revenue 2014: $262,578Expenses 2014: $255,169Net Income 2014: $7,4092014Revenue 2016: $1,121,581Expenses 2016: $388,816Net Income 2016: $732,7652016Revenue 2017: $513,073Expenses 2017: $592,320Net Income 2017: -$79,2472017Revenue 2018: $668,799Expenses 2018: $1,019,267Net Income 2018: -$350,4682018Revenue 2019: $699,472Expenses 2019: $1,044,732Net Income 2019: -$345,2602019Revenue 2020: $736,436Expenses 2020: $481,133Net Income 2020: $255,3032020Revenue 2021: $679,714Expenses 2021: $669,981Net Income 2021: $9,7332021Revenue 2022: $565,487Expenses 2022: $805,456Net Income 2022: -$239,9692022Revenue 2023: $810,108Expenses 2023: $756,441Net Income 2023: $53,6672023Revenue 2024: $2,797,970Expenses 2024: $884,048Net Income 2024: $1,913,9222024

Highlighted filing

2019

Revenue$699,472
Expenses$1,044,732
Net Income-$345,260
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$699,472
Mission and Program Overview

Mission

The purpose of the fund is to educate and train individuals in the long term care and nursing home industries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$639,542$315,860▼ $323,682
Accounts Receivable$64,290$90,184▲ $25,894
Prepaid Expenses and Deferred Charges$4,039$3,465▼ $574
Total Assets$707,871$409,509▼ $298,362
Liabilities
Other Liabilities$202,291$243,268▲ $40,977
Accounts Payable and Accrued Expenses$1,082$7,003▲ $5,921
Total Liabilities$203,373$250,271▲ $46,898
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$504,498$159,238▼ $345,260
Total Net Assets Fund Balance$504,498$159,238▼ $345,260
Total Liabilities and Net Assets / Fund Balance$707,871$409,509▼ $298,362
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Chimere RandellUnion Trustee$929$929

Board Members and Trustees

NameTitle
Corey ProcuniarManagement Trustee
Dava AshleyManagement Trustee
April VerrettUnion Trustee
Danielle CopelandUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$694,099
Investment Income
$0
Other Revenue
$5,373
Change in Net Assets
$-345,260

Audited Revenue Reconciliation

Revenue per Audited Statements
$699,472
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$699,472
Total Revenue per Form 990
$699,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,044,732
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
Other Expenses---$979,727
Fees for Services Other---$38,004
Fees for Services Accounting---$8,650
Fees for Services Legal---$7,200
All Other Expenses---$4,196
Office Expenses---$3,491
Insurance---$3,464
Total Functional Expenses$0$0$0$1,044,732

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,044,732
Total Expenses per Audited Statements$1,044,732
Total Expenses per Form 990$1,044,732
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organization$243,268
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
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 trustees review the form 990 before filing the return with the internal revenue service.”

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
Seiu Local 2015 Long Term Care Workers
EIN
27-3532889
Phone
2139850463
Address
2910 BEVERLY BLVD, LOS ANGELES, CA 90057

Signing Officer

Name
April Verrett
Title
Trustee
Phone
2139850463
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
April Verrett
Formed
2010
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

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

Financial Statement Notes

PART X, LINE 2:

“The fund is exempt from federal income tax under the provisions of section 501(c)(5) of the internal revenue code and has been determined not to be a private foundation. The fund adheres to the authoritative guidance relating to accounting for uncertainty in income taxes included in accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The fund performed an evaluation of uncertain tax positions for the year ended december 31, 2019, and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax -exempt status. As of december 31, 2019, the statute of limitations for the tax years 2016 through 2018 remains open with the u.s. Federal jurisdiction and the various states and local jurisdictions in which the fund files returns.”

Raw XML Appendix358 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE FUND ADHERES TO THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2019, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX -EXEMPT STATUS. AS OF DECEMBER 31, 2019, THE STATUTE OF LIMITATIONS FOR THE TAX YEARS 2016 THROUGH 2018 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FUND FILES RETURNS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES REVIEW THE FORM 990 BEFORE FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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 C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/USAddress/ZIPCd090057
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0APRIL VERRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02139850463
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEIU LOCAL 2015 LONG TERM CARE WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION AND TRAINING TRUST FUND
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ReturnHeader/FilingSecurityInformation/IPTm013:41:29
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/PreparerPersonNm0ERIN CRANMER
ReturnHeader/ReturnTs02020-11-09T12:42:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$409,509
Liabilities
$250,271
Net assets
$159,238
Revenue
$699,472
Expenses
$1,044,732
Net income
-$345,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.05$2.15$2.80$0.88$1.91
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.13$0.24$0.81$0.76$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.07$0.18$0.57$0.81$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.14$0.42$0.68$0.67$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.13$0.41$0.74$0.48$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.25$0.16$0.70$1.04$0.35
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.20$0.50$0.67$1.02$0.35
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.14$0.75$0.51$0.59$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.07$0.83$1.12$0.39$0.73
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.03$0.12$0.26$0.26$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.07$0.11$0.17$0.25$0.07