2021-05-14T03:34:15-05:00 2020-06-30 910614823 SCHOEDEL & SCHOEDEL CPAS PLLC 422 W RIVERSIDE AVE STE 1420 SPOKANE WA 992010395 990 2019-07-01 510673005 SEIU Healthcare Northwest Training Partnership SEIU 2062547120 215 Columbia Street No 300 Seattle WA 98104 Abby Solomon Executive Director 2062547120 2021-05-14 1 SCOTT OPPERUD CPA P00542597 5097472158 2019 2022-09-23 18:48:47Z Abby Solomon 215 Columbia Street No 300 Seattle WA 98104 42334393 0 X www.myseiubenefits.org X 2007 WA The mission of the Training Partnership is to train and develop professional long-term care workers to deliver high quality care and support to older adults and people with disabilities. 13 13 207 0 9327912 0 87388 245602 26523378 32286874 33759 27527 6240979 9774390 32885504 42334393 0 0 0 0 10555286 13790976 0 0 0 21504618 24554752 32059904 38345728 825600 3988665 15944343 23041782 2157095 5265869 13787248 17775913 The mission of the Training Partnership is to train and develop professional long-term care workers to deliver high quality care and support to older adults and people with disabilities. 0 0 23110490 32733352 The Trust provides basic training, advanced training, continuing education, and peer mentorship for long-term care workers in home and community-based care settings. 23110490 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 63 0 1 207 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Clark Nuber PS 4254544919 1900 NE 4th St 1700 Bellevue WA 98004 X Adam Glickman Chair 1.00 X X 0 0 0 Sterling Harders Union Trustee 1.00 X X 0 0 0 Linda Lee Union Trustee 1.00 X 0 0 0 Sylvia Liang Union Trustee 1.00 X 0 0 0 Bill Moss Employer Trustee 1.00 X 0 0 0 Kristin Peterson Employer Trustee 1.00 X 0 0 0 Franklin Plaistowe Employer Trustee 1.00 X 0 0 0 Shaine Truscott Union Trustee 1.00 X 0 0 0 Dave Budd Employer Trustee 1.00 X 0 0 0 Nova Gattman Employer Trustee 1.00 X 0 0 0 Julia Weinmaster Employer Trustee 1.00 X 0 0 0 Andrew Beane Union Trustee 1.00 X 0 0 0 Madeline Foutch Union Trustee 1.00 X 0 0 0 Abby Solomon Executive Director 40.00 X 182593 0 62786 182593 0 62786 41 0 1 0 Catholic Community Services 100 23rd Ave Seattle WA 98144 Contracted continuing education 1810776 Invista Performance Solutions-TCC 4500 Steilacoom Blvd SW Bldg 19 Lakewood WA 98499 Contracted continuing education 1719183 Washington State Dept of Health 101 Israel Road SE Tumwater WA 98501 Contracted continuing education 1188854 Slalom LLC 821 2nd Ave Suite 1900 Seattle WA 98104 IT Developments & consulting 1006941 Clark Nuber PS 10900 NE 4TH Suite 1400 Bellevue WA 98004 Accounting Services 829120 22 245602 245602 Provider contributions 611600 32286874 32286874 32286874 27527 27527 Cost reimbursements 611600 9327912 9327912 Other income 611600 446478 446478 9774390 42334393 32733352 9327912 27527 X 8945160 6261614 2683546 1691945 1302797 389148 2377823 1830924 546899 776048 597557 178491 115062 9205 105857 473819 473819 7550320 7401030 149290 17766 17766 994414 977240 17174 443053 89004 354049 284401 241516 42885 90681 47300 43381 568242 568242 49487 49487 Reimbursed costs 9327912 9327912 Training 4035940 3940689 95251 Licenses 601513 342862 258651 Communication 2142 1499 643 38345728 23110490 15235238 0 2123138 2990154 7037064 11980875 4595527 6202167 359965 573847 3956695 2661956 1828649 1294739 15944343 23041782 2157095 2012069 0 3253800 2157095 5265869 X 13787248 17775913 13787248 17775913 15944343 23041782 3988665 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 3956695 2661956 1294739 1294739 PPP Loan 3253800 3253800 33006481 0 33006481 9327912 9327912 42334393 29017816 0 29017816 9327912 9327912 38345728 Part XI, Line 4b - Other Adjustments: Cost reimbursements received 9,327,912. Part XII, Line 4b - Other Adjustments: Reimbursed costs 9,327,912. 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 the trust include its policy regarding racial nondiscrimination. The Trust's anti-discrimination policy is published in regional newspapers during registration drives. X X 0 0 0 0 0 0 0 0 0 Abby Solomon Executive Director 182593 0 0 0 0 0 37853 0 24933 0 245379 0 0 0 SEIU Healthcare 775 NW Founding Organization and Trustees in common 3428305 SEIU Healthcare 775 NW is the founding organization of the Training Partnership and provides call center services for the SEIU Healthcare NW Training Partnership. Fees for these services totaled $3,428,305 for the year ended June 30, 2020. 0 SEIU Healthcare NW Health Benefits Trust Trustees in common 7918701 The SEIU Healthcare NW Training Partnership provides certain administrative services to the SEIU Healthcare NW Health Benefits Trust. Reimbursements for these services totaled $7,918,701 for the year ended June 30, 2020. 0 SEIU 775 Secure Retirement Trust Trustees in common 772424 The SEIU Healthcare NW Training Partnership provides certain administrative services to the SEIU 775 Secure Retirement Trust. Reimbursements for these services totaled $772,424 for the year ended June 30, 2020. 0 Carina Governance in common 636787 The SEIU Healthcare NW Training Partnership provides certain administrative services to Carina. Reimbursements for these services totaled $636,787 for the year ended June 30, 2020. 0 Form 990, Part VI, Section A, line 2 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 and SEIU 775 Secure Retirement Trust. Linda Lee is a trustee of this trust and on the executive board of SEIU Healthcare 775NW. 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, 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 executive director of this trust and SEIU Health Benefits Trust. Form 990, Part VI, Section A, line 3 The Training Partnership has contracted with Clark Nuber, PS to provide bookkeeping and administrative services, and Zenith American Solutions (for the year ended June 30, 2020) to provide contribution administration and bookkeeping 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 Trustees for its review and approval. Any additional questions, concerns, or issues raised by the Board of Trustees 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 Trustees. Form 990, Part VI, Section B, line 12c All Training Partnership officers, Trustees, members of committees of the Board of Trustees, and staff employees 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. Form 990, Part VI, Section B, line 15 Compensation for the Training Partnership's Executive Director is set and reviewed annually by the Board of Trustees, 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 Trustees are compensated by the organization. The Board of Trustees is comprised of thirteen individuals, seven of whom are representatives of the employers and six of whom are representatives of the union. 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. 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. Form 990, Part IX, line 11g Other professional fees: Program service expenses 4,008,489. Management and general expenses 80,856. Fundraising expenses 0. Total expenses 4,089,345. Curriculum development: Program service expenses 3,392,541. Management and general expenses 68,434. Fundraising expenses 0. Total expenses 3,460,975. Form 990, Part XII, Line 2c: The process has not changed from the prior year. SEIU Healthcare 775NW 33615 First Way South Federal Way WA 98003 602312110 Labor Union WA 501(c)(5) N/A 0 SEIU Healthcare NW Health Benefits Trust 215 Columbia St 300 Seattle WA 98104 201842198 Multi-Employer Health and Welfare Benefit Plan WA 501(c)(9) N/A 0 SEIU 775 Secure Retirement Trust 215 Columbia St 300 Seattle WA 98104 474321390 Retirement Trust WA 501(c)(9) N/A 0 Carina 215 Columbia St 500 Seattle WA 98104 320530631 Home Care Industry registry WA 501(c)(3) Line 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 SEIU Healthcare 775NW M 3428305 Fees paid SEIU Healthcare NW Health Benefits Trust Q 7918701 Reimbursements received SEIU 775 Secure Retirement Trust Q 772424 Reimbursements received Carina Q 636787 Reimbursements received