SEIU HEALTHCARE IL HOME CARE & CHILD CARE FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SEIU HEALTHCARE IL HOME CARE & CHILD CARE FUND (EIN 26-2336180)
Tax period
2022-05-01 to 2023-04-30
Filed
2024-03-07
IRS object ID
202400679349301550
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-07T11:31:48-06:00ReturnTs
Tax Period End2023-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 WESTBROOK CORPORATE CTR STE 700AddressLine1Txt
CityWESTCHESTERCityNm
State AbbreviationILStateAbbreviationCd
ZIP60154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262336180EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEIU HEALTHCARE IL HOME CARE & CHILDBusinessNameLine1Txt
Business Name Line2CARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSEIUBusinessNameControlTxt
Phone7733859300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12229 S HALSTED STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60608ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGARET LASLOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7733859300PhoneNum
Signature2024-03-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARGARETPersonFirstNm
Person LastLASLOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER FRANZPreparerPersonNm
PTINP01456588PTIN
Phone3123680500PhoneNum
Preparation2024-03-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARGARET LASLOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12229 S HALSTED STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60608ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$182,166,456GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2008FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH BENEFITSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$109,624,127PYProgramServiceRevenueAmt
CY Program Service Revenue$133,626,281CYProgramServiceRevenueAmt
PY Investment Income$9,179,542PYInvestmentIncomeAmt
CY Investment Income$6,042,615CYInvestmentIncomeAmt
PY Other Revenue$68,498PYOtherRevenueAmt
CY Other Revenue$1,581,876CYOtherRevenueAmt
PY Total Revenue$118,872,167PYTotalRevenueAmt
CY Total Revenue$141,250,772CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$100,684,280PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$127,536,782CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,758,477PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,055,163CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,836,603PYOtherExpensesAmt
CY Other Expenses$2,276,929CYOtherExpensesAmt
PY Total Expenses$105,279,360PYTotalExpensesAmt
CY Total Expenses$132,868,874CYTotalExpensesAmt
PY Revenues Less Expenses$13,592,807PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,381,898CYRevenuesLessExpensesAmt
Total Assets BOY$235,309,739TotalAssetsBOYAmt
Total Assets EOY$236,435,132TotalAssetsEOYAmt
Total Liabilities BOY$1,349,172TotalLiabilitiesBOYAmt
Total Liabilities EOY$557,175TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$233,960,567NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$235,877,957NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH BENEFITS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH CARE, PRESCRIPTION DRUGS, VISION CARE, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4940IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonELNALYN COSTAPersonNm
Phone7733859300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12229 S HALSTED STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60608ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MARGARET LASLO
TRUSTEE1.0040.00Yes (X)$0$139,578$65,712
ELIZABETH MENZ
TRUSTEE1.0040.00Yes (X)$0$61,614$30,689
BRYNN SEIBERT
TRUSTEE1.0040.00Yes (X)$0$112,009$34,633
DARBY ANDERSON
TRUSTEE1.00Yes (X)$0$0$0
GUSTAVO SABERBEIN
TRUSTEE1.00Yes (X)$0$0$0
EDGAR RAMIREZ
TRUSTEE - NEW1.00Yes (X)$0$0$0
CARY CRAWFORD
ALTERNATE TRUSTEE1.00Yes (X)$0$0$0
JAQUELINE RODRIGUEZ
ALTERNATE TRUSTEE1.0040.00Yes (X)$0$111,030$58,816
ELNALYN COSTA
ADMINISTRATOR21.00$173,969$0$39,511Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$173,969TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$424,231TotReportableCompRltdOrgAmt
Total Other Compensation$229,361TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNION HEALTH SERVICES INC
1634 W POLK STREETCHICAGOIL60612HEALTH PLAN SERVICES$16,142,553
HEALTHLINK INC
PO BOX 6501CAROL STREAMIL60197PREFERRED PROVIDER NETWORK$1,068,772
HINES & ASSOCIATES
115 E HIGHLAND AVEELGINIL60120MEDICAL CLAIMS REVIEW AND CASE MANAGEMEN$796,916
SPECIALTY CARE MANAGEMENT
PO BOX 732LAHASKAPA18931MEDICAL CLAIMS REVIEW AND CASE MANAGEMEN$422,358
BRIDGEWAY BENEFIT TECHNOLOGIES
3700 KOPPERS STREETBALTIMOREMD21227BENEFIT ADMINISTRATION SYSTEM$356,541
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$131,066,214$131,066,214
CLAIMS REFUNDS & SUBROGATIONS900099$2,504,636$2,504,636
PARTICIPANT CONTRIBUTIONS900099$55,431$55,431
FieldValueIRS element (for citing)
Total Program Service Revenue$133,626,281TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,622,346TotalRevenueColumnAmt
Exclusion$7,622,346ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$39,335,953SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$40,915,684SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,579,731SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,579,731TotalRevenueColumnAmt
Exclusion-$1,579,731ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
LIQUIDATED DAMAGES AND INTEREST900099$1,465,532$1,465,532
OTHER INCOME900099$116,344$116,344
FieldValueIRS element (for citing)
Other Revenue Total$1,581,876OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$141,250,772TotalRevenueColumnAmt
Related Or Exempt Func Income$133,626,281RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,624,491ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$127,536,782TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$138,797TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,984,348TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$392,383TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$360,728TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$178,907TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$104,719TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$67,885TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$87,032TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$190,797TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$369,948TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$634,560TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$345,498TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$22,420TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$81,778TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$66,303TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
TEMPORARY STAFFING$244,884
FEES MANDATED BY ACA$49,682
MEMBERSHIP DUES$11,423

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$132,868,874TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$16,884,724BOYAmt
EOY$14,769,493EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,036,010BOYAmt
EOY$17,420,414EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$19,653,307BOYAmt
EOY$42,452,010EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$58,983BOYAmt
EOY$77,243EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,989,331LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$850,843LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,173,529BOYAmt
EOY$1,138,488EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$175,496,163BOYAmt
EOY$151,847,698EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,007,023BOYAmt
EOY$8,729,786EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$235,309,739BOYAmt
EOY$236,435,132EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$667,752BOYAmt
EOY$185,424EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$681,420BOYAmt
EOY$371,751EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,349,172BOYAmt
EOY$557,175EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$233,960,567BOYAmt
EOY$235,877,957EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$233,960,567BOYAmt
EOY$235,877,957EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$235,309,739BOYAmt
EOY$236,435,132EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,381,898ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$6,464,508NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$279,231OtherCostOrOtherBasisAmt
Depreciation$41,885DepreciationAmt
Book Value$237,346BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,710,100OtherCostOrOtherBasisAmt
Depreciation$808,958DepreciationAmt
Book Value$901,142BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,138,488TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED FUNDSDesc
Amt$371,751Amt
FieldValueIRS element (for citing)
Total Liability$371,751TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$134,699,232TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$6,464,508NetUnrealizedGainsInvstAmt
Revenue Not Reported-$6,464,508RevenueNotReportedAmt
Revenue Subtotal$141,163,740RevenueSubtotalAmt
Investment Expenses Not Incld$87,032InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$87,032RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$141,250,772TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$132,781,842TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$132,781,842ExpensesSubtotalAmt
Investment Expenses Not Incld2$87,032InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$87,032ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$132,868,874TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARGARET LASLO
TRUSTEE$0$139,578$0$0$0$0$0$28,787$0$36,925$0$205,290$0$0
JAQUELINE RODRIGUEZ
ALTERNATE TRUSTEE$0$111,030$0$0$0$0$0$22,298$0$36,518$0$169,846$0$0
ELNALYN COSTA
ADMINISTRATOR$173,969$0$0$0$0$0$36,589$0$2,922$0$213,480$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND ADMINISTRATOR PRIOR TO FILING. AFTER THE BOARDS REVIEW AND APPROVAL, THE FORM IS SIGNED AND FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF TRUSTEES AND THE FUND ADMINISTRATOR SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY TAKING ALL STEPS THEY DEEM NECESSARY TO ENSURE SUCH MONITORING AND ENFORCEMENT.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, DOCUMENT RETENTION AND DESTRUCTION POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
FORM 990, PART VII, SECTION A / FORM 990, PART IX, LINE 7,8,9,10.THE FUND SHARES EMPLOYEES OF THE LOCAL 4 SEIU HEALTH & WELFARE FUND, AN UNRELATED ENTITY, FOR ADMINISTRATION OF ITS HEALTH PLAN, PURSUANT TO A SHARED ADMINISTRATION AGREEMENT. THE LOCAL 4 SEIU HEALTH & WELFARE FUND COMPENSATES THESE EMPLOYEES. THIS FUND DOES NOT DIRECTLY COMPENSATE ANY EMPLOYEES. INSTEAD, THIS FUND REIMBURSES THE LOCAL 4 SEIU HEALTH & WELFARE FUND FOR SHARED ADMINISTRATIVE EXPENSES, WHICH ARE ESTIMATED USING A COST ALLOCATION STUDY APPROVED BY THE TRUSTEES. ANY REIMBURSEMENT FOR COMPENSATION-RELATED EXPENSES ARE REPORTED IN PART IX, LINES 7-10.
FORM 990, PART VI, SECTION B, LINE 15 / FORM 990, SCHDL J, PART I, LINE 3PREVIOUSLY, THE FUND ADMINISTRATOR ENTERED INTO AN EMPLOYMENT AGREEMENT WITH THE LOCAL 4 SEIU HEALTH AND WELFARE FUND THAT HAS EXTENDED INTO THE CURRENT FILING PERIOD. THE COMPENSATION APPROVED BY THAT FUND'S BOARD OF TRUSTEES WAS BASED, IN PART, ON AN ANNUAL SURVEY OF THE CHICAGO AREA ADMINISTRATORS GROUP THAT ANALYZED THE COMPENSATION LEVELS OF FUND ADMINISTRATORS WITHIN THE GEOGRAPHIC AREA, ADJUSTED FOR THE SIZE OF THE FUND, AND THE COMPENSATION OF THE PARTICIPANTS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
STATE OF ILLINOIS - DEPT OF HUMAN SVCS
CONTRIBUTING EMPLOYER0
SEIU HEALTHCARE IL AND IN
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ADDUS HEALTHCARE INC
CONTRIBUTING EMPLOYER0
CHICAGO COMMONS
CONTRIBUTING EMPLOYER0
FAMILY HOME SERVICE
CONTRIBUTING EMPLOYER0
HELP AT HOME INC
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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