2021-11-13T17:15:46-06:00 2020-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2020-01-01 836554307 SEIU 503 TRAINING PARTNERSHIP SEIU 8445037348 525 NE OREGON STREET NO 200 PORTLAND OR 97232 MELISSA UNGER CHAIR 8445037348 2021-11-13 1 MELISSA UNGER 999009999 JAMES N BROWNING P01451906 9252779100 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MELISSA UNGER 525 NE OREGON STREET NO 200 PORTLAND OR 97232 27540173 0 X WWW.CAREWELLSEIU503.ORG/TRAINING/ X 2018 OR PROVIDE TRAINING TO HOMECARE AND PERSONAL SUPPORT WORKERS. 5 4 0 0 0 0 15321400 18174704 0 0 0 62824 0 0 15321400 18237528 0 0 0 0 0 0 0 0 0 775932 2830088 775932 2830088 14545468 15407440 14545468 30007763 0 0 14545468 30007763 PROVIDE HOMECARE AND PERSONAL SUPPORT WORKERS WITH TRAINING TO EQUIP THEM WITH THE TOOLS AND CONFIDENCE NEEDED TO GIVE THE CONSUMER THE MOST IMPACTFUL-AND SAFEST-CARE AND SUPPORT POSSIBLE. 0 0 2746414 18174704 PROVIDED TRAINING TO HOMECARE AND PERSONAL SUPPORT WORKERS. 2746414 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 OR X RISE PARTNERSHIP INC 5037806770 525 NE OREGON STREET STE 200 PORTLAND OR 97232 X MELISSA UNGER TRUSTEE 1.00 40.00 X 0 0 0 REBECCA SANDOVAL TRUSTEE 1.00 X 0 0 0 JOY'E WILLMAN TRUSTEE 1.00 X 0 0 0 TAMMY TATE TRUSTEE 1.00 X 0 0 0 JESSE BURROWS TRUSTEE 1.00 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.00 X 0 1 0 0 1 0 0 0 0 0 RISE PARTNERSHIP INC 525 NE OREGON STREET STE 200 PORTLAND OR 97232 CONTRACT SERVICES 2704755 1 18174704 18174704 62859 62859 9302610 9302645 -35 -35 -35 18237528 0 0 62824 2771780 2727667 44113 26303 26303 3248 3248 18747 18747 10010 10010 2830088 2746414 83674 0 14245468 4303569 24730777 673417 300000 300000 14545468 30007763 0 0 X 0 0 0 0 14545468 30007763 14545468 30007763 14545468 30007763 15407440 54855 0 X X 0 1 X 1 0 X 15321400 18174704 33496104 15321400 18174704 33496104 33496104 62859 62859 33558963 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 18289135 54855 54855 18234280 3248 3248 18237528 2826840 0 2826840 3248 3248 2830088 PART X, LINE 2: THE TRUST HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS CONTRACTED WITH RISE PARTNERSHIP, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES WAS PROVIDED A COPY OF FORM 990. THE FORM 990 IS REVIEWED BY THE TRUST DIRECTOR PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF TRUSTEES ARE COVERED BY THE CONFLICT-OF-INTEREST POLICY. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OF TRUSTEES WILL REVIEW THE MATTER AND DETERMINE THE APPROPRIATE ACTION, IF ANY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART VII, LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE TRUST OFFICE AT RISE PARTNERSHIP, INC. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. OREGON HOMECARE WORKERS SUPPLEMENTAL TRUST 12121 HARBOUR REACH DRIVE MUKILTEO WA 98275 463915049 PROVIDE ASSISTANCE REGARDING HEALTH RELATED BENEFITS TO PARTICIPANTS. OR 501(C)(5) N/A N/A 0 OREGON HOMECARE WORKERS BENEFIT TRUST 12121 HARBOUR REACH DRIVE MUKILTEO WA 98275 463907102 TO PROVIDE HEALTH AND WELFARE BENEFITS OR 501(C)(9) N/A N/A 0 SERVICE EMPLOYEES INTERNATIONAL UNION 503 1730 COMMERCIAL ST SE SALEM OR 97302 930323147 LABOR ORGANIZATION OR 501(C)(5) N/A N/A 0 RISE PARTNERSHIP INC 525 NE OREGON STREET PORTLAND OR 97232 934080074 MEMBERSHIP AND CONTRACT SERVICES OR N/A C 3010315 920089 0.33330 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 RISE PARTNERSHIP INC M 2704755 ACTUAL PAYMENT FOR ADMIN SERVICES FORM 990, SCHEDULE R, PART VII: MELISSA UNGER SERVES AS THE CHAIR OF THE ORGANIZATION. MELISSA IS ALSO ON THE BOARD OF DIRECTORS OF RISE PARTNERSHIP, INC. WHICH SERVES AS THE ADMINISTRATOR OF THE ORGANIZATION. MELISSA IS NOT COMPENSATED BY EITHER THE ORGANIZATION OR RISE PARTNERSHIP, INC. AND REFRAINS FROM VOTING ON THE CONTRACT WITH RISE PARTNERSHIP, INC.