2020-11-11T14:40:07-06:00 2019-12-31 131578842 BUCHBINDER TUNICK & CO LLP 150 CLOVE RD LITTLE FALLS NJ 07424 990 2019-01-01 711028611 1199SEIU HOME CARE INDUSTRY EDUCATION FUND 1199 6464736336 PO BOX 842 NEW YORK NY 10108 SANDI VITO EXECUTIVE DIRECTOR 6464736336 2020-11-06 1 KENNETH PERLMAN CPA P00293700 2126955003 108.5.50.82 2020-11-06 10:36:15 ES P 81D33504B53BA3082261EFB319CDE7FC38FE9D39 620582AC90DEFDFAE0A8C6A38C2C5E238F0E8DFF 2019 2021-01-29 14:40:06Z SANDI VITO 498 SEVENTH AVENUE 5TH FLOOR NEW YORK NY 10018 5779839 0 X HTTP://1199SEIUBENEFITS.ORG X EMPLOYEE BENEFIT PLAN 2006 NY PROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTS. 14 14 0 0 0 0 0 0 5342482 4919456 0 6580 570923 853803 5913405 5779839 0 0 4397337 3959899 0 0 0 0 0 1842586 1897100 6239923 5856999 -326518 -77160 4927444 5172515 1484281 1643512 3443163 3529003 PROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTS 0 0 3963146 5779840 THE EXEMPT ORGANIZATION ACHIEVEMENTS OF THE ORGANIZATION IS PROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTS 3963146 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 49 0 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X MERCEDES MAMBRU CFO 6464736336 498 SEVENTH AVENUE 9TH FLOOR NEW YORK NY 10018 JAMES CAREY EMPLOYER TRUSTEE/CHAIR 1.00 X X 0 0 0 LING MA EMPLOYER TRUSTEE 1.00 X 0 0 0 GLADYS CONFIDENT EMPLOYER TRUSTEE 1.00 X 0 0 0 ANDREA THOMAS EMPLOYER TRUSTEE 1.00 X 0 0 0 ADRIA POWELL EMPLOYER TRUSTEE 1.00 X 0 0 0 JESSICA CUMMINGS EMPLOYER TRUSTEE 1.00 X 0 0 0 RONA SHAPIRO UNION TRUSTEE 1.00 X 0 0 0 DAVID HO UNION TRUSTEE 1.00 X 0 0 0 STEVEN NARVAEZ UNION TRUSTEE 1.00 X 0 0 0 JUANITA PERKINS UNION TRUSTEE 1.00 X 0 0 0 CARMEN LOPEZ UNION TRUSTEE 1.00 X 0 0 0 KATIA GUILLAUME UNION TRUSTEE 1.00 X 0 0 0 ELENA SAFONOVA UNION TRUSTEE 1.00 X 0 0 0 KEITH JOSEPH UNION TRUSTEE 1.00 X 0 0 0 SANDI VITO EXECUTIVE OFFICER 3.00 X 32335 0 13937 VILMA LINARES VAUGHN DEPUTY EXECUTIVE DIRECTOR 3.00 X 21558 0 9090 MITRA BEHROOZI CROSS FUNDS EXECUTIVE OFFI 1.00 X 0 0 0 DONNA REY CROSS FUNDS CHIEF OPERATIN 1.00 X 9182 0 3896 SAMUEL HELLER CHIEF FINANCIAL OFFICER 1.00 X 4170 0 1893 FAITH WIGGINS DIRECTOR 28.00 X 153306 0 64860 FRANCES SADLER ASSISTANT DRECTOR 35.00 X 123230 0 56079 WAYNE YOUNG ASSISTANT DRECTOR 35.00 X 110951 0 49888 454732 0 199643 3 0 1 0 0 EMPLOYERS CONTRIBUTION 900099 4341351 4341351 GRANT INCOME 900099 578105 578105 4919456 6580 6580 OTHER 900099 442851 442851 FUNDRAISING 900099 410952 410952 853803 5779839 5773259 0 6580 3959899 3959899 46656 46656 38825 38825 77350 77350 38963 38963 SHARED ALLOCATED EXPENS 1528377 1528377 ADMINISTRATION WAGES, T 163682 163682 DEVELOPMENT 3247 3247 5856999 3963146 1893853 0 -98298 -197615 3128329 2451667 942064 1076887 296093 202223 101742 93870 853607 1747706 4927444 5172515 603326 651420 346285 417384 534670 574708 1484281 1643512 X 1624227 1506937 1818936 2022066 3443163 3529003 4927444 5172515 -77160 163000 0 X X 0 1 X 1 0 X 382050 559613 514606 513121 460282 2429672 382050 559613 514606 513121 460282 2429672 2429672 2429672 1.00000 1.00000 X 117447 65768 51679 145692 106159 39533 32954 30296 2658 93870 DUE FROM RELATED ENTITIES 1747706 1747706 DUE TO RELATED ENTITIES 574708 574708 X 5942839 163000 163000 5779839 0 5779839 5856999 0 5856999 0 5856999 PART X, LINE 2: FORM 990, PART IV, LINE 11F: US GAAP REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF LIABILITY (OR ASSET) OR DISCLOSURE IN FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2016. 0 0 0 0 0 0 0 0 0 FAITH WIGGINS DIRECTOR 142526 0 0 0 10780 0 17958 0 46902 0 218166 0 0 0 FRANCES SADLER ASSISTANT DRECTOR 123230 0 0 0 0 0 15527 0 40552 0 179309 0 0 0 WAYNE YOUNG ASSISTANT DRECTOR 109626 0 0 0 1325 0 13813 0 36075 0 160839 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ALL OF THE UNION TRUSTEES ARE ALSO EMPLOYEES OF 1199SEIU (THE UNION) AND THEREFORE HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER. FORM 990, PART VI, SECTION A, LINE 7A THE UNION TRUSTEES ARE APPOINTED BY 1199SEIU UNITED HEALTHCARE WORKERS EAST, AND THE EMPLOYER TRUSTEES ARE APPOINTED BY THE CONTRIBUTING EMPLOYERS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND FINANCE TEAM REVIEWS THE DRAFT FORM 990 AND CONFER WITH THE ACCOUNTANTS AND LEGAL COUNSEL TO ENSURE THE ACCURACY OF THE RETURN. ANY CONCERNS ARE NOTED AND ADDRESSED AND MANAGEMENT ENSURES THAT THE CHANGES ARE INCORPORATED IN THE FORM 990. THE COMPLETED FORM 990 IS THEN SIGNED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C AS OF DECEMBER, 2008, TRUSTEES AND EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE OR UPDATE TO THE EXECUTIVE DIRECTOR, OR DESIGNEE, THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTERESTS. FOR EACH INTEREST DISCLOSED BY A TRUSTEE, THE EXECUTIVE DIRECTOR OR DESIGNEE WILL DETERMINE WHETHER TO (A) TAKE NO ACTION (B) ASSURE FULL DISCLOSURE TO THE TRUSTEE (C) ASK THE TRUSTEE TO BE RECUSED FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS; AND OR (D) ASK THE TRUSTEE TO RESIGN. REGARDING EMPLOYEES, COMPLETED CONFLICTS OF INTEREST DISCLOSURE FORMS WILL BE REVIEWED BY THE HUMAN RESOURCES DEPARTMENT AND DISCLOSED CONFLICTS WILL BE REVIEWED BY HUMAN RESOURCES MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES OF THE FUND IS DETERMINED BY THE CROSS FUNDS COMPENSATION COMMITTEE (THE "COMMITTEE"), COMPRISED OF INDEPENDENT MEMBERS. THE COMMITTEE UTILIZES APPROPRIATE DATA AS TO COMPARABILITY IN ITS DETERMINATIONS, INCLUDING INFORMATION PROVIDED BY INDEPENDENT COMPENSATION CONSULTANTS. THE COMMITTEE DOCUMENTS THE BASIS FOR ANY COMPENSATION DETERMINATIONS CONTEMPORANEOUSLY IN THE MINUTES OF THE COMMITTEE. THE COMMITTEE DETERMINES COMPENSATION PERIODICALLY AS IT DEEMS APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 SPD AND FINANCIAL REPORTS ARE MADE PUBLIC PURSUANT TO IRS FILING REQUIREMENTS. WRITTEN REQUESTS FOR OTHER INFORMATION WILL BE FORWARDED TO GENERAL COUNSEL'S OFFICE FOR CONSIDERATION. FORM 990, PART XII, LINE 2C THE FUND'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.