Civic Intelligence

Seiu 503 Training Partnership

990 • Fiscal year 2023 • EIN 83-6554307

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization ProfileWWW.CAREWELLSEIU503.ORG
525 NE Oregon St Ste 200Portland, OR 97232

(844) 503-7348

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

86th percentile

32%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

12%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$34,477,408

Up $8,335,644 (+32%) from 2022

Net Assets

Up

$34,477,408

Up $8,335,644 (+32%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin88th percentile

Revenue

Up

$16,807,346

Up $1,782,693 (+12%) from 2022

Expenses

Down

$9,949,314

Down $2,546,457 (-20%) from 2022

Net Income

Up

$6,858,032

Up $4,329,150 (+171%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$40M$30M$20M$10M$0Assets 2019: $14,545,468Liabilities 2019: $0Net Assets 2019: $14,545,4682019Assets 2020: $30,007,763Liabilities 2020: $0Net Assets 2020: $30,007,7632020Assets 2021: $26,268,019Liabilities 2021: $0Net Assets 2021: $26,268,0192021Assets 2022: $26,141,764Liabilities 2022: $0Net Assets 2022: $26,141,7642022Assets 2023: $34,477,408Liabilities 2023: $0Net Assets 2023: $34,477,4082023Assets 2024: $37,645,118Liabilities 2024: $0Net Assets 2024: $37,645,1182024

Highlighted filing

2023

Assets$34,477,408
Liabilities$0
Net Assets$34,477,408
Open 2023 Filing

Operations Trend

Revenue Growth63rd percentile

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

$20M$10M$0-$10MRevenue 2019: $15,321,400Expenses 2019: $775,932Net Income 2019: $14,545,4682019Revenue 2020: $18,237,528Expenses 2020: $2,830,088Net Income 2020: $15,407,4402020Revenue 2021: $3,868,415Expenses 2021: $7,733,524Net Income 2021: -$3,865,1092021Revenue 2022: $15,024,653Expenses 2022: $12,495,771Net Income 2022: $2,528,8822022Revenue 2023: $16,807,346Expenses 2023: $9,949,314Net Income 2023: $6,858,0322023Revenue 2024: $15,340,758Expenses 2024: $12,957,365Net Income 2024: $2,383,3932024

Highlighted filing

2023

Revenue$16,807,346
Expenses$9,949,314
Net Income$6,858,032
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$23,921,491
Mission and Program Overview

Mission

Provide homecare and personal support workers with training to equip them with the tools and confidence needed to give the consumer the most impactful and safest care and support possible.

Provide training to homecare and personal support workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$26,141,764$34,477,408▲ $8,335,644
Investments in Publicly Traded Securities$19,178,991$20,944,280▲ $1,765,289
Savings and Temporary Cash Investments$4,551,744$11,635,935▲ $7,084,191
Cash and Non-Interest-Bearing Accounts$1,403,079$1,189,243▼ $213,836
Prepaid Expenses and Deferred Charges$707,950$707,950→ $0
Investments Other Securities$300,000$0▼ $300,000
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$26,141,764$34,477,408▲ $8,335,644
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,141,764$34,477,408▲ $8,335,644
Total Liabilities and Net Assets / Fund Balance$26,141,764$34,477,408▲ $8,335,644
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Melissa UngerChair
Angela JelleyTrustee
Cristal DejarnacTrustee
Cristina AvilesTrustee
JOY'E WILLMANTrustee
Josefina RiggsTrustee
Vanessa HerriottTrustee
Rebecca SandovalSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$16,615,895
Program Service Revenue
$0
Investment Income
$191,451
Other Revenue
$0
All Other Contributions
$16,615,895
Change in Net Assets
$6,858,032

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,807,346
Revenue Not Reported on Form 990
$1,477,612
Total Revenue per Audited Statements
$18,284,958
Total Revenue per Form 990
$16,807,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,949,314
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
Fees for Services Management$7,806,503$423,962$0$8,230,465
Other Expenses$0$1,608,293$0$1,608,293
Fees for Service Investment Mgmnt Fees$0$65,466$0$65,466
Fees for Services Legal$0$19,863$0$19,863
Insurance$0$14,727$0$14,727
Fees for Services Accounting$0$10,500$0$10,500
Total Functional Expenses$7,806,503$2,142,811$0$9,949,314

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,949,314
Total Expenses per Audited Statements$9,949,314
Total Expenses per Form 990$9,949,314
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

PART VI, LINE 3:

“The plan has contracted with rise partnership, inc. To provide day-to-day administrative services to the plan.”

PART VI, LINE 11B:

“The board of trustees is provided a copy of form 990. The form 990 is reviewed by the director prior to filing.”

PART VI, LINE 12C:

“All members of the board of trustees are covered by the conflict-of-interest policy. If and when a potential conflict of interest is disclosed, the board of trustees will review the matter and determine the appropriate action, if any.”

PART VI, LINE 19:

“Plan documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Seiu 503 Training Partnership
EIN
83-6554307
In Care Of
% SARA DUERR RISE PARTNERSHIP
Phone
8445037348
Address
525 NE OREGON ST STE 200, PORTLAND, OR 97232

Signing Officer

Name
brian rudiger
Title
executive director
Phone
8445037348
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Unger
Formed
2018
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Kelly Pollard
Phone
4159563600
Supplemental Narrative

Additional Explanations

PART XII, LINE 1:

“The plan uses the modified cash basis of accounting.”

PART XII, LINE 2C:

“The board of trustees is responsible for oversight of the annual audit and for selection of the independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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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/ExplanationTxt0ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS CONTRACTED WITH RISE PARTNERSHIP, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES IS PROVIDED A COPY OF FORM 990. THE FORM 990 IS REVIEWED BY THE DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MEMBERS OF THE BOARD OF TRUSTEES ARE COVERED BY THE CONFLICT-OF-INTEREST POLICY. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OF TRUSTEES WILL REVIEW THE MATTER AND DETERMINE THE APPROPRIATE ACTION, IF ANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PLAN DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN USES THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND FOR SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 2C:
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,477,408
Liabilities
$0
Net assets
$34,477,408
Revenue
$16,807,346
Expenses
$9,949,314
Net income
$6,858,032
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.6$0.00$37.6$15.3$13.0$2.38
2023Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$16.8$9.95$6.86
2022Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$15.0$12.5$2.53
2021Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$3.87$7.73$3.87
2020Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$18.2$2.83$15.4
2019Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$15.3$0.78$14.5