2018-09-28T07:31:45-05:00 2017-12-31 131578842 BUCHBINDER TUNICK & CO LLP 150 CLOVE RD LITTLE FALLS NJ 07424 990 2017-01-01 711028611 1199SEIU HOME CARE INDUSTRY EDUCATION FUND 1199 6464736365 PO BOX 842 NEW YORK NY 10108 SANDI VITO EXECUTIVE DIRECTOR 6464736365 2018-09-27 1 KENNETH PERLMAN CPA P00293700 2126955003 2017 2022-09-23 18:48:47Z SANDI VITO 330 WEST 42ND ST 2ND FLR NEW YORK NY 10036 5818933 0 X HTTP://1199SEIUBENEFITS.ORG X EMPLOYEE BENEFIT PLAN 2006 NY PROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTS. 15 15 0 0 0 0 0 0 6436658 5344983 0 0 509887 473950 6946545 5818933 0 0 4854223 4502998 0 0 0 0 0 1666437 1712368 6520660 6215366 425885 -396433 5140406 4889298 1302226 1286781 3838180 3602517 PROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTS 0 0 4529685 5818933 THE EXEMPT ORGANIZATION ACHIEVEMENTS OF THE ORGANIZATION IS PROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTS 4529685 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 59 0 1 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NY X SAMUEL HELLER CHIEF FINANCIAL OFFICER 6464736365 330 WEST 42ND STREET 28TH FLOOR NEW YORK NY 10036 JUAN HERNANDEZ FORMER - 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 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 JUANITA PERKINS 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 STEVEN NARVAEZ UNION TRUSTEE 1.00 X 0 0 0 LEAH NELSON UNION TRUSTEE 1.00 X 0 0 0 AMY LESHER 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 KEITH JOSEPH UNION TRUSTEE 1.00 X 0 0 0 MITRA BEHROOZI CROSS FUNDS EXECUTIVE OFFI 1.00 X 0 0 0 DONNA REY CROSS FUNDS CHIEF OPERATIN 1.00 X 8399 0 3414 MARIA ACOSTA CHIEF FINANCIAL OFFICER 1.00 X 3290 0 1440 VILMA LINARES VAUGHN DEPUTY EXECUTIVE DIRECTOR 3.00 X 19795 0 7930 SANDI VITO EXECUTIVE OFFICER 3.00 X 28463 0 11711 FAITH WIGGINS DIRECTOR 28.00 X 142883 0 54692 FRANCES SADLER ASSISTANT DRECTOR 35.00 X 105122 0 45920 WAYNE YOUNG ASSISTANT DRECTOR 35.00 X 102312 0 44109 410264 0 169216 3 0 1 0 0 EMPLOYERS CONTRIBUTION 900099 4834636 4834636 GRANT INCOME 900099 510347 510347 5344983 FUNDRAISING 900099 473866 473866 OTHER 900099 84 84 473950 5818933 5818933 0 0 4502998 4502998 19997 19997 37896 37896 32391 32391 81519 81519 36811 36811 SHARED ALLOCATED EXPENS 1359975 1359975 ADMINISTRATION WAGES, T 117092 117092 DEVELOPMENT 26687 26687 6215366 4529685 1685681 0 -60740 -65193 2979308 2872353 1539765 1312867 207781 86720 93388 121061 588685 648210 5140406 4889298 571583 557575 234424 235445 496219 493761 1302226 1286781 X 2529121 2017060 1309059 1585457 3838180 3602517 5140406 4889298 -396433 160770 0 X X 0 1 X 1 0 X 311877 536904 382050 559613 514606 2305050 311877 536904 382050 559613 514606 2305050 2305050 2305050 1.00000 1.00000 X 84183 32287 51896 91335 36010 55325 32263 18423 13840 121061 DUE FROM RELATED ENTITIES 648210 648210 DUE TO RELATED ENTITIES 493761 493761 X 5979703 160770 160770 5818933 0 5818933 6215366 0 6215366 0 6215366 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, 2017, 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 2014. 0 0 0 0 0 0 0 0 0 FAITH WIGGINS DIRECTOR 125203 0 0 0 17680 0 13472 0 41220 0 197575 0 0 0 FRANCES SADLER ASSISTANT DRECTOR 105122 0 0 0 0 0 11311 0 34609 0 151042 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 CHIEF FINANCIAL OFFICER. 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 CHIEF OF HUMAN RESOURCES FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF THE FUNDS EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES, IS BASED ON AN EVALUATION OF THE FUNDS BOARD OF TRUSTEES. 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.