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← SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH TRUST FUND

Form 990 for tax year 2022

Filed by SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH TRUST FUND.

Totals

Total revenue
$11,203,637
Total expenses
$10,760,408
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$10,719,972
Investment income
$417,286
Other revenue
$66,379
Total assets, end of year
$13,320,395
Total liabilities, end of year
$3,272
Net assets or fund balances, end of year
$13,317,123
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $10,529,560 · related or exempt $10,529,560

  • 2b · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $190,412 · related or exempt $190,412

  • 3 · Investment income

    total $443,657 · excluded $443,657

  • 7a · Gross sales of assets other than inventory

    securities $12,165,945

  • 7b · Less cost or other basis and sales expenses

    securities $12,192,316

  • 7c · Gain or loss

    securities -$26,371

  • 7d · Net gain or loss

    total -$26,371 · excluded -$26,371

  • 11d · All other revenue

    total $66,379 · related or exempt $66,379

  • 11e · Other revenue, total

    $66,379

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $10,574,379

  • 11b · Fees: legal

    total $15,372

  • 11c · Fees: accounting

    total $21,000

  • 11f · Fees: investment management

    total $47,933

  • 13 · Office expenses

    total $2,348

  • 23 · Insurance

    total $24,187

  • 24a · Other expenses: ADMINISTRATOR FEES

    total $75,189

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $269,902 · end of year $194,198

  • 4 · Accounts receivable

    beginning of year $91,081 · end of year $131,117

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,434 · end of year $5,586

  • 11 · Investments: publicly traded securities

    beginning of year $12,271,054 · end of year $12,113,954

  • 15 · Other assets

    beginning of year $827,184 · end of year $875,540

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,783 · end of year $3,272

  • 27 · Net assets without donor restrictions

    beginning of year $13,443,872 · end of year $13,317,123

Mission and programs · 2022

Mission

SEE SCHEDULE O FOR DETAILS.

Activities or mission (Part I)

THE TRUST WAS ESTABLISHED TO MAINTAIN THE LONG TERM CARE WORKERS HEALTH PLAN. THE PLAN WAS CREATED FOR THE EXCLUSIVE BENEFIT OF ELIGIBLE LONG TERM CARE WORKERS. THE PLAN PROVIDES HEALTH BENEFITS (MEDICAL, DENTAL, AND VISION) TO PARTICIPATING EMPLOYEES IN THE IN-HOME SUPPORTIVE SERVICES INDUSTRY OF CALIFORNIA, WHOSE EMPLOYERS ARE REQUIRED, BY CONTRACT, TO PAY CONTRIBUTIONS TO THE TRUST.

  • THE PLAN PROVIDES HEALTH BENEFITS SUCH AS MEDICAL, DENTAL, AND VISION TO PARTICIPATING EMPLOYEES IN THE IN-HOME SUPPORTIVE SERVICES INDUSTRY OF CALIFORNIA.

As filed on the 2022 return.

Listed in Part VII

  • Csekey Tom

    TRUSTEE

    Total calculated
    $207,285
    From this org
    $0
    From related orgs
    $163,174
    Other
    $44,111
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,986 related
    Bonus
    $0 + $8,423 related
    Other
    $0 + $13,765 related
    Deferred
    $0 + $29,607 related
    Nontaxable benefits
    $0 + $14,504 related
    Filer's total
    $0 + $207,285 related

  • Werlin David

    CHAIR

    Total calculated
    $230,734
    From this org
    $0
    From related orgs
    $175,638
    Other
    $55,096
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $154,445 related
    Bonus
    $0 + $9,299 related
    Other
    $0 + $11,894 related
    Deferred
    $0 + $32,433 related
    Nontaxable benefits
    $0 + $22,663 related
    Filer's total
    $0 + $230,734 related

  • Culbreath Faith

    TRUSTEE

    Total calculated
    $226,217
    From this org
    $0
    From related orgs
    $184,572
    Other
    $41,645
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,777 related
    Bonus
    $0 + $9,299 related
    Other
    $0 + $11,496 related
    Deferred
    $0 + $34,393 related
    Nontaxable benefits
    $0 + $7,252 related
    Filer's total
    $0 + $226,217 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
10 April 2024
IRS schema version
2022v5.0
Source object
202421029349300312

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