Civic Intelligence

Seiu 775 Benefits Group

990 • Fiscal year 2021 • EIN 85-2581812

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

215 Columbia St No 300Seattle, WA 98104

(206) 254-7120

Siviq Scores

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

Liabilities / Assets

91st percentile

1.00x

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

2021 filings • NTEE B • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.44x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • NTEE B • $10M-$25M nonprofits • Source year 2021

Net Margin

24th percentile

-0.0%

Higher net margin than 24% of similar nonprofits.

2021 filings • NTEE B • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2021 filings • NTEE B • $10M-$25M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$6,479,287

No earlier filing loaded for comparison.

Net Assets

-$100

No earlier filing loaded for comparison.

Liabilities

$6,479,387

No earlier filing loaded for comparison.

Revenue

$14,865,996

No earlier filing loaded for comparison.

Expenses

$14,866,096

No earlier filing loaded for comparison.

Net Income

-$100

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2021: $6,479,287Liabilities 2021: $6,479,387Net Assets 2021: -$1002021Assets 2022: $8,100,178Liabilities 2022: $8,100,178Net Assets 2022: $02022Assets 2023: $6,504,167Liabilities 2023: $6,504,167Net Assets 2023: $02023Assets 2024: $7,223,083Liabilities 2024: $7,223,083Net Assets 2024: $02024

Highlighted filing

2021

Assets$6,479,287
Liabilities$6,479,387
Net Assets-$100

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2021: $14,865,996Expenses 2021: $14,866,096Net Income 2021: -$1002021Revenue 2022: $33,092,147Expenses 2022: $33,092,047Net Income 2022: $1002022Revenue 2023: $32,961,629Expenses 2023: $32,961,629Net Income 2023: $02023Revenue 2024: $36,372,348Expenses 2024: $36,372,348Net Income 2024: $02024

Highlighted filing

2021

Revenue$14,865,996
Expenses$14,866,096
Net Income-$100
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$14,865,996
Mission and Program Overview

Mission

To provide administrative services to seiu healthcare northwest training partnership. The seiu secure retirement trust, the seiu health benefits trust and carina.

To aid and support the over-all tax-exempt functions of the seiu group, which is composed of the seiu healthcare northwest training partnership, the seiu secure retirement trust, the seiu health benefits trust and carina, by providing administrative support and services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$3,591,734-
Savings and Temporary Cash Investments-$100,017-
Accounts Receivable-$1,573-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$-100▼ $100
Total Assets$0$6,479,287▲ $6,479,287
Other Assets Total$0$2,785,963▲ $2,785,963
Liabilities
Other Liabilities$0$6,173,000▲ $6,173,000
Accounts Payable and Accrued Expenses-$306,387-
Total Liabilities$0$6,479,387▲ $6,479,387
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$-100▼ $100
Total Liabilities and Net Assets / Fund Balance$0$6,479,287▲ $6,479,287

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$80,433--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Adam GlickmanChair / Secretary
Sterling HardersPresident
Bill MossVice Chair
Seth MillerVice President / Treasurer
David RolfDirector
Ej JuarezDirector
Flanna PerkinsDirector
Franklin PlaistoweDirector
Lorrie MaharDirector
Misha WerschkulDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,865,979
Investment Income
$17
Other Revenue
$0
Change in Net Assets
$-100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,468,160
Other Expenses$4,397,936
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,468,160--$10,468,160
Fees for Services Management$3,394,589--$3,394,589
Fees for Services Other$500,336--$500,336
Occupancy$316,063--$316,063
Other Expenses$118--$118
Total Functional Expenses$14,866,096$0$0$14,866,096
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Founding Organization and Trustees in CommonSEIU HEALTHCARE NORTHWEST TRAINING PARTNERSHIP IS THE FOUNDING ORGANIZATION OF THE BENEFITS GROUP. THE BENEFITS GROUP PROVIDES SHARED SERVICES TO THE TRAINING PARTNERSHIP. REIMBURSEMENTS PAID TO THE BENEFITS GROUP BY THE TRAINING PARTNERSHIP FOR THESE SHARED SERVICES TOTALED $7,980,687 FOR THE YEAR ENDED JUNE 30, 2021.No$7,980,687
-Trustees in CommonTHE BENEFITS GROUP PROVIDES SHARED SERVICES TO THE HEALTH BENEFITS TRUST. REIMBURSEMENTS PAID TO THE BENEFITS GROUP BY THE HEALTH BENEFITS TRUST FOR THESE SHARED SERVICES TOTALED $2,433,101 FOR THE YEAR ENDED JUNE 30, 2021.No$2,433,101
-Trustees in CommonTHE BENEFITS GROUP PROVIDES SHARED SERVICES TO THE SECURE RETIREMENT TRUST. REIMBURSEMENTS PAID TO THE BENEFITS GROUP BY THE SECURE RETIREMENT TRUST FOR THESE SHARED SERVICES TOTALED $386,383 FOR THE YEAR ENDED JUNE 30, 2021.No$386,383
-Governance in CommonTHE BENEFITS GROUP PROVIDES SHARED SERVICES TO CARINA. REIMBURSEMENTS PAID TO THE BENEFITS GROUP BY CARINA FOR THESE SHARED SERVICES TOTALED $356,124 FOR THE YEAR ENDED JUNE 30, 2021.No$356,124
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shared Services Deposits From Seiu Tp$3,946,000
Shared Services Deposits From Seiu Hbt$1,921,000
Shared Services Deposits From Seiu Srt$192,000
Shared Services Deposits From Carina$114,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

Adam glickman is the chair/secretary of this organization, the secretary-treasurer of seiu healthcare 775nw, a trustee for the seiu health benefits trust, seiu 775 secure retirement trust, the seiu healthcare northwest training partnership and a director of carina. Sterling harders is the president of this organization, the president of seiu healthcare 775nw, a trustee of the seiu health benefits trust, seiu 775 secure retirement trust and the seiu healthcare northwest training partnership. Franklin plaistowe is a director for this orgnaization and a trustee for the seiu healthcare northwest training partnership bill moss is a director for this orgnaization, a trustee for the seiu healthcare northwest training partnership and the seiu health benefits trust abigail solomon is the executive director of this organization, the seiu health benefits trust and the the seiu healthcare northwest training partnership.

Form 990, Part VI, Section A, Line 3

The benefits group has contracted with clark nuber, ps to provide bookkeeping and administrative services.

Form 990, Part VI, Section B, Line 11B

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 first 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. The revised form 990 was then provided to the board of directors for its review and approval. Any additional questions, concerns, or issues raised by the board of directors were addressed, and any necessary revisions were made to the form 990. The final version of the form 990 was reviewed, approved for filing by the board of directors.

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

All seiu benefit group officers, directors, members of committees of the board of directors, and staff employees authorized to act on behalf of the board of directors 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 directors determines if a conflict of interest exists and what, if any, actions are required to eliminate or mitigate the conflict of interest. The directors 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 directors 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 directos, disclose additional facts, or respond to questions. The benefits group 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 benefits group's policy and either: the directors 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 directors), after determining, in good faith and after reasonable investigation, that the transaction or arrangement is fair and reasonable to the benefits group and is in the best interest of the benefits group, or the transaction or arrangement is in fact fair to the benefits group, furthers the benefits group'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 directors (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 directors' 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.

Form 990, Part VI, Section B, Line 15

Compensation for the benefit group's executive director is set and reviewed annually by the board of directors, pursuant to reviews of comparable market pay.

Form 990, Part VI, Section C, Line 19

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.

FORM 990, PART VII, SECTION A, LINE 1A:

None of the directors are compensated by the organization. The board of directors is comprised of ten individuals, seven of whom are representatives of the employers and three of whom are representatives of the union. One or more directors maybe required or encouraged to serve on this board of directors. As such their regular compensation may take into consideration services performed by them in regard to the organization. The organization does not readily have access to information related to compensation paid by other entities to the directors. In their roles as directors, all are fiduciaries and understand their obligations under the articles of incorporation and the organization's policies and procedures, which include a conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
Seiu 775 Benefits Group
EIN
85-2581812
Phone
2062547120
Address
215 COLUMBIA ST NO 300, SEATTLE, WA 98104

Signing Officer

Name
Abby Solomon
Title
Executive Director
Phone
2062547120
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Abby Solomon
Formed
2021
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Schoedel & Schoedel Cpas Pllc
Address
422 W RIVERSIDE AVE STE 1420, SPOKANE, WA 99201-0395
Preparer
Scott Opperud CPA
Phone
5097472158
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed as established beginning january 1, 2021.

Raw XML AppendixShowing 400 of 470 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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IRS990/PYExcessBenefitTransInd00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-100
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-100
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IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1535290
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt288911
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt380433
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RELATED PARTY RECEIVABLE - DUE FROM TP
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RELATED PARTY RECEIVABLE - DUE FROM HBT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RELATED PARTY RECEIVABLE - DUE FROM SRT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RELATED PARTY RECEIVABLE - DUE FROM CARINA
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11921000
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3114000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARED SERVICES DEPOSITS FROM SEIU TP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SHARED SERVICES DEPOSITS FROM SEIU HBT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SHARED SERVICES DEPOSITS FROM SEIU SRT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SHARED SERVICES DEPOSITS FROM CARINA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02785963
IRS990ScheduleD/TotalLiabilityAmt06173000
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0SEIU HEALTHCARE NORTHWEST TRAINING PARTNERSHIP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1SEIU HEALTHCARE NW HEALTH BENEFITS TRUST
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt2SEIU 775 SECURE RETIREMENT TRUST
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt3CARINA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FOUNDING ORGANIZATION AND TRUSTEES IN COMMON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1TRUSTEES IN COMMON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2TRUSTEES IN COMMON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3GOVERNANCE IN COMMON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd30
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt07980687
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt12433101
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt2386383
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt3356124
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SEIU HEALTHCARE NORTHWEST TRAINING PARTNERSHIP IS THE FOUNDING ORGANIZATION OF THE BENEFITS GROUP. THE BENEFITS GROUP PROVIDES SHARED SERVICES TO THE TRAINING PARTNERSHIP. REIMBURSEMENTS PAID TO THE BENEFITS GROUP BY THE TRAINING PARTNERSHIP FOR THESE SHARED SERVICES TOTALED $7,980,687 FOR THE YEAR ENDED JUNE 30, 2021.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1THE BENEFITS GROUP PROVIDES SHARED SERVICES TO THE HEALTH BENEFITS TRUST. REIMBURSEMENTS PAID TO THE BENEFITS GROUP BY THE HEALTH BENEFITS TRUST FOR THESE SHARED SERVICES TOTALED $2,433,101 FOR THE YEAR ENDED JUNE 30, 2021.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2THE BENEFITS GROUP PROVIDES SHARED SERVICES TO THE SECURE RETIREMENT TRUST. REIMBURSEMENTS PAID TO THE BENEFITS GROUP BY THE SECURE RETIREMENT TRUST FOR THESE SHARED SERVICES TOTALED $386,383 FOR THE YEAR ENDED JUNE 30, 2021.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3THE BENEFITS GROUP PROVIDES SHARED SERVICES TO CARINA. REIMBURSEMENTS PAID TO THE BENEFITS GROUP BY CARINA FOR THESE SHARED SERVICES TOTALED $356,124 FOR THE YEAR ENDED JUNE 30, 2021.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADAM GLICKMAN IS THE CHAIR/SECRETARY OF THIS ORGANIZATION, THE SECRETARY-TREASURER OF SEIU HEALTHCARE 775NW, A TRUSTEE FOR THE SEIU HEALTH BENEFITS TRUST, SEIU 775 SECURE RETIREMENT TRUST, THE SEIU HEALTHCARE NORTHWEST TRAINING PARTNERSHIP AND A DIRECTOR OF CARINA. STERLING HARDERS IS THE PRESIDENT OF THIS ORGANIZATION, THE PRESIDENT OF SEIU HEALTHCARE 775NW, A TRUSTEE OF THE SEIU HEALTH BENEFITS TRUST, SEIU 775 SECURE RETIREMENT TRUST AND THE SEIU HEALTHCARE NORTHWEST TRAINING PARTNERSHIP. FRANKLIN PLAISTOWE IS A DIRECTOR FOR THIS ORGNAIZATION AND A TRUSTEE FOR THE SEIU HEALTHCARE NORTHWEST TRAINING PARTNERSHIP BILL MOSS IS A DIRECTOR FOR THIS ORGNAIZATION, A TRUSTEE FOR THE SEIU HEALTHCARE NORTHWEST TRAINING PARTNERSHIP AND THE SEIU HEALTH BENEFITS TRUST ABIGAIL SOLOMON IS THE EXECUTIVE DIRECTOR OF THIS ORGANIZATION, THE SEIU HEALTH BENEFITS TRUST AND THE THE SEIU HEALTHCARE NORTHWEST TRAINING PARTNERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BENEFITS GROUP HAS CONTRACTED WITH CLARK NUBER, PS TO PROVIDE BOOKKEEPING AND ADMINISTRATIVE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 FIRST 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. THE REVISED FORM 990 WAS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR ITS REVIEW AND APPROVAL. ANY ADDITIONAL QUESTIONS, CONCERNS, OR ISSUES RAISED BY THE BOARD OF DIRECTORS WERE ADDRESSED, AND ANY NECESSARY REVISIONS WERE MADE TO THE FORM 990. THE FINAL VERSION OF THE FORM 990 WAS REVIEWED, APPROVED FOR FILING BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL SEIU BENEFIT GROUP OFFICERS, DIRECTORS, MEMBERS OF COMMITTEES OF THE BOARD OF DIRECTORS, AND STAFF EMPLOYEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF DIRECTORS 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 DIRECTORS DETERMINES IF A CONFLICT OF INTEREST EXISTS AND WHAT, IF ANY, ACTIONS ARE REQUIRED TO ELIMINATE OR MITIGATE THE CONFLICT OF INTEREST. THE DIRECTORS 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 DIRECTORS 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 DIRECTOS, DISCLOSE ADDITIONAL FACTS, OR RESPOND TO QUESTIONS. THE BENEFITS GROUP 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 BENEFITS GROUP'S POLICY AND EITHER: THE DIRECTORS 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 DIRECTORS), AFTER DETERMINING, IN GOOD FAITH AND AFTER REASONABLE INVESTIGATION, THAT THE TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE BENEFITS GROUP AND IS IN THE BEST INTEREST OF THE BENEFITS GROUP, OR THE TRANSACTION OR ARRANGEMENT IS IN FACT FAIR TO THE BENEFITS GROUP, FURTHERS THE BENEFITS GROUP'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 DIRECTORS (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 DIRECTORS' 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION FOR THE BENEFIT GROUP'S EXECUTIVE DIRECTOR IS SET AND REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS, PURSUANT TO REVIEWS OF COMPARABLE MARKET PAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NONE OF THE DIRECTORS ARE COMPENSATED BY THE ORGANIZATION. THE BOARD OF DIRECTORS IS COMPRISED OF TEN INDIVIDUALS, SEVEN OF WHOM ARE REPRESENTATIVES OF THE EMPLOYERS AND THREE OF WHOM ARE REPRESENTATIVES OF THE UNION. ONE OR MORE DIRECTORS MAYBE REQUIRED OR ENCOURAGED TO SERVE ON THIS BOARD OF DIRECTORS. AS SUCH THEIR REGULAR COMPENSATION MAY TAKE INTO CONSIDERATION SERVICES PERFORMED BY THEM IN REGARD TO THE ORGANIZATION. THE ORGANIZATION DOES NOT READILY HAVE ACCESS TO INFORMATION RELATED TO COMPENSATION PAID BY OTHER ENTITIES TO THE DIRECTORS. IN THEIR ROLES AS DIRECTORS, ALL ARE FIDUCIARIES AND UNDERSTAND THEIR OBLIGATIONS UNDER THE ARTICLES OF INCORPORATION AND THE ORGANIZATION'S POLICIES AND PROCEDURES, WHICH INCLUDE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS HAS NOT CHANGED AS ESTABLISHED BEGINNING JANUARY 1, 2021.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEIU HEALTHCARE 775NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SEIU HEALTHCARE NW HEALTH BENEFITS TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SEIU 775 SECURE RETIREMENT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CARINA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4SEIU HEALTHCARE NORTHWEST TRAINING PARTNERSHIP
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MULTI-EMPLOYER HEALTH AND WELFARE BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2RETIREMENT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3HOME CARE INDUSTRY REGISTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4HOME CARE INDUSTRY TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02433101
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1386383
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2356124
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt37980687
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt41921000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt5192000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt6114000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt73946000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt7COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SEIU HEALTHCARE NW HEALTH BENEFITS TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SEIU 775 SECURE RETIREMENT TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2CARINA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3SEIU HEALTHCARE NORTHWEST TRAINING PARTNERSHIP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4SEIU HEALTHCARE NW HEALTH BENEFITS TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt5SEIU 775 SECURE RETIREMENT TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt6CARINA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt7SEIU HEALTHCARE NORTHWEST TRAINING PARTNERSHIP
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3Q
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt5S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt6S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt7S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt06479287
IRS990/TotalAssetsGrp/BOYAmt00

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