2023-05-13T03:15:42-05:00 2022-06-30 910614823 SCHOEDEL & SCHOEDEL CPAS PLLC 422 W RIVERSIDE AVE STE 1420 SPOKANE WA 992010395 990 2021-07-01 852581812 SEIU 775 Benefits Group SEIU 2062547120 215 Columbia Street 300 Seattle WA 98104 Merissa Clyde Executive Director 2062547120 2023-05-13 1 Merissa Clyde 999009999 SCOTT OPPERUD CPA P00542597 5097472158 2023-05-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Merissa Clyde 215 Columbia Street 300 Seattle WA 98104 33092147 0 X www.myseiubenefits.org X 2021 WA 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. 10 9 208 0 0 0 0 0 14865979 33092097 17 50 0 0 14865996 33092147 0 0 0 0 10468160 24791561 0 0 0 4397936 8300486 14866096 33092047 -100 100 6479287 8100178 6479387 8100178 -100 0 X 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. 0 0 33092047 33092097 The SEIU Benefits Group provides shared support and administrative services to 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. 33092047 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 22 0 1 208 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 1 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Clark Nuber PS 4254544919 1900 NE 4th St 1700 Bellevue WA 98004 X Abigail Solomon Past-Executive Director 20.00 20.00 X X 198010 0 40327 Richard Leigh Chief Legal Officer 20.00 20.00 X 189066 0 40327 Seth Hemond Chief of People & Culture 20.00 20.00 X 166247 0 40327 Merissa Clyde Current Chief Executive Officer 20.00 20.00 X 165932 0 40327 Nidhi Mirani Chief of Finance & Strategic Initiatives 20.00 20.00 X 163008 0 40327 Adman Glickman Chair 1.00 X X 0 0 0 Seth Miller Director 1.00 X X 0 0 0 David Rolf Director 1.00 X X 0 0 0 Sterling Harders Director 1.00 X X 0 0 0 Misha Werschkul Director 1.00 X 0 0 0 EJ Juarez Director 1.00 X 0 0 0 Lorrie Mahar Director 1.00 X 0 0 0 Bea Rector Director 1.00 X 0 0 0 Flanna Perkins Director 1.00 X 0 0 0 882263 0 201635 54 0 1 0 Clark Nuber PS 10900 NE 4th Street Suite 1700 Bellevue WA 98004 Contracted bookkeeping 1046793 SEIU HEALTHCARE 775NW 215 Columbia St Seattle WA 98104 Administrative services 642322 Excelsoft Technologies Inc 1 Broadway 14th Floor Cambridge MA 02142 IT Developments & consulting 433529 Kroll Associated Inc PO Box 847509 Dallas TX 75284 Management consulting 413395 Capco (Formerly NEOS) 77 Water Street 10th Floor New York NY 10005 Management consulting 390720 20 Shared service support 611600 33092097 33092097 33092097 50 50 33092147 33092097 0 50 24791561 24791561 7424955 7424955 132061 132061 Taxes & Licenses 743470 743470 33092047 33092047 0 0 3591734 3224480 100017 100067 1573 1496576 314954 2785963 2964101 6479287 8100178 306387 1920771 6407 6173000 6173000 6479387 8100178 X -100 0 -100 0 6479287 8100178 100 0 X X 0 1 X 0 0 X 0 Related Party Receivable - Due from TP 2096926 Related Party Receivable - Due from HBT 612046 Related Party Receivable - Due from SRT 108853 Related Party Receivable - Due from Carina 146276 2964101 Shared Services Deposits from SEIU TP 3946000 Shared Services Deposits from SEIU HBT 1921000 Shared Services Deposits from SEIU SRT 192000 Shared Services Deposits from Carina 114000 6173000 33092045 0 33092045 102 102 33092147 33092045 0 33092045 2 2 33092047 Part XI, Line 4b - Other Adjustments: Prior year adjustment 102. Part XII, Line 4b - Other Adjustments: Rounding 2. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 All printed registration materials produced by this organization on behalf of the SEIU Healthcare Northwest Training Partnership (the Partnership) include the Partnership's policy regarding racial nondiscrimination. The Partnerships's anti-discrimination policy is published in regional newspapers during registration drives. X X 0 0 0 0 0 0 0 0 0 Abigail Solomon Past-Executive Director 198010 0 0 0 0 0 23999 0 16328 0 238337 0 0 0 Richard Leigh Chief Legal Officer 189066 0 0 0 0 0 23999 0 16328 0 229393 0 0 0 Seth Hemond Chief of People & Culture 166247 0 0 0 0 0 23999 0 16328 0 206574 0 0 0 Merissa Clyde Current Chief Executive Officer 165932 0 0 0 0 0 23999 0 16328 0 206259 0 0 0 Nidhi Mirani Chief of Finance & Strategic Initiat 163008 0 0 0 0 0 23999 0 16328 0 203335 0 0 0 SEIU Healthcare Northwest Training Partnership Founding Organization and Trustees in common 15848864 SEIU 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 $15,848,864 for the year ended June 30, 2022. 0 SEIU Healthcare NW Health Benefits Trust Trustees in common 8901908 The 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 $8,901,908 for the year ended June 30, 2022. 0 SEIU 775 Secure Retirement Trust Trustees in common 1440460 The 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 $1,440,460 for the year ended June 30, 2022. 0 Carina Governance in common 1139550 The Benefits Group provides shared services to Carina. Reimbursements paid to the Benefits Group by Carina for these shared services totaled $1,139,550 for the year ended June 30, 2022. 0 Form 990, Part VI, Section A, line 2 Seth Miller is a director of this organization and a director of the SEIU 775 Secure Retirement Trust. David Rolf is a director of this organization and a founding member and President Emeritus of SEIU 775 Northwest. Adam Glickman is a director of this organization, the Secretary-Treasurer of SEIU Healthcare 775NW, a trustee for the SEIU Health Benefits Trust, SEIU 775 Secure Retirement Trust and the SEIU Healthcare Northwest Training Partnership. Sterling Harders is a director 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. Dea Rector is a director of this organization and a trustee for the SEIU Healthcare Northwest Training Partnership. Abigail Solomon is the past executive director of this organization, the SEIU Health Benefits Trust and 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 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. 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 Directors, 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 the Shared Services Agreement with the related SEIU organizations. 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: The Executive Director is compensated by the organization. The other nine Directors are not compensated by the organization. The uncompensated Directors are comprised of nine individuals, six of whom are representatives of the employers and three of whom are representatives of the union. One or more directors may be 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. Form 990, Part XII, Line 2c: The process has not changed as established beginning January 1, 2021. SEIU Healthcare 775NW 602312110 Labor Union WA 501(c)(5) N/A 0 SEIU Healthcare NW Health Benefits Trust 201842198 Multi-Employer Health and Welfare Benefit Plan WA 501(c)(9) N/A 0 SEIU 775 Secure Retirement Trust 474321390 Retirement Trust WA 501(c)(9) N/A 0 Carina 320530631 Home Care Industry registry WA 501(c)(3) Line 7 N/A 0 SEIU Healthcare Northwest Training Partnership 510673005 Home Care Industry Training WA 501(c)(3) Line 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 SEIU Healthcare NW Health Benefits Trust Q 8901908 Cost SEIU 775 Secure Retirement Trust Q 1440460 Cost Carina Q 1139550 Cost SEIU Healthcare Northwest Training Partnership Q 15848864 Cost