Seiu Healthcare Northwest Training Partnership

“Adam Glickman is the Trustee Chair of this trust, the Secretary-Treasurer of SEIU Healthcare 775NW, a trustee for the SEIU Health Benefits Trust and SEIU 775 Secure Retirement Trust, and a director of Carina. Sterling Harders is a trustee of this trust, the President of SEIU Healthcare 775NW, a trustee of the SEIU Health Benefits Trust, SEIU 775 Secure Retirement Trust and the SEIU 775 Benefits Group. Silvia Liang is a trustee of this trust, the Vice-Trustee SEIU Health Benefits Trust, and on the executive board of SEIU Healthcare 775NW. Shaine Truscott is a trustee of this trust, an employee of SEIU Healthcare 775NW, and a trustee of the SEIU Health Benefits Trust. Andrew Beane is a trustee of this trust and the Vice President of SEIU Healthcare 775NW, and a trustee of the SEIU Health Benefits Trust and SEIU 775 Secure Retirement Trust Madeleine Foutch is a trustee of this trust and is the Legislative and Campaigns Director of SEIU Healthcare 775NW. Abigail Solomon is the past-executive director of this trust and SEIU Health Benefits Trust.”

“The Training Partnership has contracted with Clark Nuber, PS to provide bookkeeping and administrative services; MagnaCare to provide contribution administration and bookkeeping services; and the SEIU 775 Benefits Group to provide management and administrative services.”

“The Form 990 was prepared under the guidance of the organization's third-party administrator by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. Draft copies of the organization's financial statements and Form 990 were provided to the organization's third-party administrator and Director of Finance who reviewed the Form 990 for accuracy and completeness. Any questions, concerns, or issues raised by the third-party administrator and Director of Finance were addressed, and any necessary revisions were made to the Form 990 prior to filing.”

“All Training Partnership officers, Trustees, and members of committees of the Board of Trustees authorized to act on behalf of the Board of Trustees are considered to be fiduciaries of this organization. A fiduciary of this organization has an ongoing duty to disclose all material facts of every actual or potential conflict of interest existing when he or she is offered or elected to become a fiduciary, occurring after the acceptance of a position as a fiduciary, and annually through a conflict-of-interest questionnaire. Based on all material facts, the Board of Trustees determines if a conflict of interest exists and what, if any, actions are required to eliminate or mitigate the conflict of interest. The Trustees will evaluate the disclosures to determine whether each involves an actual conflict of interest and may attempt to develop alternatives to remove a conflict from the situation. A fiduciary who has an actual or potential conflict of interest is not present for or leaves any portion of a meeting at which the Trustees are voting to determine whether a conflict exists, but may be present prior to the vote or discussion of the vote to make a presentation to the Trustees, disclose additional facts, or respond to questions. The Training Partnership may enter into a transaction or arrangement in which a fiduciary has a conflict of interest only if the fiduciary has disclosed such conflict of interest in accordance with the Training Partnership's policy and either: the Trustees approve the transaction or arrangement at a meeting at which the fiduciary who has a conflict is not present and does not participate (other than to answer questions raised by the unaffected Trustees), after determining, in good faith and after reasonable investigation, that the transaction or arrangement is fair and reasonable to the Training Partnership and is in the best interest of the Training Partnership, or the transaction or arrangement is in fact fair to the Training Partnership, furthers the Training Partnership's purposes, and does not result in a violation of the Internal Revenue Code. Consideration of actual or potential conflicts of interest are documented in minutes of the meeting of the Board of Trustee (or a committee thereof) by containing: 1) the names of the persons who disclosed an actual or potential conflict of interest or otherwise were found to have a conflict of interest; 2) the nature of the conflict of interest; 3) any action taken to determine whether a conflict of interest was present; 4) the Trustees' decision as to whether a conflict of interest in fact existed; 5) the names of the persons who were present for discussions and votes relating to the transaction or arrangement; 6) the content of the discussion, including any alternatives considered to the proposed transaction or arrangement; and 7) a record of any votes taken in connection with the issue.”

“Compensation for the Training Partnership's Executive Director is set and reviewed annually by the Board of Trustees, pursuant to the Shared Services Agreement with SEIU 775 Benefits Group.”

“The organization's governing documents, conflict of interest policy, financial statements and Form 990 are available to the general public upon written request to the organization at: 215 Columbia St Ste 300, Seattle, WA 98104.”

“None of the Trustees are compensated by the organization. The Executive Director is compensated by a related organization. The Board of Trustees is comprised of thirteen individuals, six of whom are representatives of the employers, six of whom are representatives of the union, and the Executive Director. One or more trustee maybe required or encouraged to serve on this board of trustees. As such their regular compensation may take into consideration services performed by them in regard to the Trust. The Trust does not readily have access to information related to compensation paid by other entities to the Trustees, other than the Executive Director. In their roles as Trustees, all are fiduciaries and understand their obligations under the Trust Agreement and the Trust's policies and procedures, which include a conflict-of-interest policy.”

“Other professional fees: Program service expenses 4,900,572. Management and general expenses 98,850. Fundraising expenses 0. Total expenses 4,999,422. Curriculum development: Program service expenses 3,303,934. Management and general expenses 66,647. Fundraising expenses 0. Total expenses 3,370,581. IT fees: Program service expenses 2,445,870. Management and general expenses 49,916. Fundraising expenses 0. Total expenses 2,495,786.”

“The process has not changed from the prior year.”