2015-11-05T10:05:12-06:00 2014-12-31 131578842 BUCHBINDER TUNICK & CO LLP ONE PENN PLAZA - SUITE 5335 NEW YORK NY 101190219 990 2014-01-01 711028611 1199SEIU BILL MICHELSON HOME CARE EDUCATION FUND 1199 6464736365 PO BOX 842 NEW YORK NY 10108 DEBORAH KING EXECUTIVE DIRECTOR 6464736365 2015-10-23 1 KENNETH PERLMAN CPA P00293700 2126955003 2014 2016-04-25 22:37:26Z DEBORAH KING 5304780 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 3944870 4787797 0 0 263155 516983 4208025 5304780 0 0 4122544 4147205 0 0 0 0 0 1244900 1415718 5367444 5562923 -1159419 -258143 3222903 2893559 974824 903623 2248079 1989936 PROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTS 0 0 4176907 5304780 THE EXEMPT ORGANIZATION ACHIEVEMENTS OF THE ORGANIZATION IS PROVIDING TRAINING AND OTHER EDUCATIONAL PROGRAMS TO ELIGIBLE PARTICIPANTS 4176907 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 38 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 MARIA ACOSTA CFO 6464736365 330 WEST 42ND STREET 28TH FLOOR NEW YORK NY 10036 JUAN HERNANDEZ TRUSTEE 1.00 X 0 0 0 RONA SHAPIRO TRUSTEE 1.00 X 0 0 0 DAVID HO TRUSTEE 1.00 X 0 0 0 JAMES CAREY TRUSTEE/CHAIR 1.00 X X 0 0 0 LING MA TRUSTEE 1.00 X 0 0 0 DORIS SPENCER TRUSTEE 1.00 X 0 0 0 GLADYS CONFIDENT TRUSTEE 1.00 X 0 0 0 JAY CONNOLLY TRUSTEE 1.00 X 0 0 0 ANDREA THOMAS TRUSTEE 1.00 X 0 0 0 MICHAEL ELSAS TRUSTEE 1.00 X 0 0 0 ANDREA BROWN TRUSTEE 1.00 X 0 0 0 JUANITA PERKINS TRUSTEE 1.00 X 0 0 0 KEITH JOSEPH TRUSTEE 1.00 X 0 0 0 KATIA GUILLAUME TRUSTEE 1.00 X 0 0 0 ELENA SAFONOVA TRUSTEE 1.00 X 0 0 0 DEBORAH KING EXECUTIVE DIRECTOR 3.00 X 30774 0 10189 MITRA BEHROOZI CROSS FUNDS EXECUTIVE OFFI 1.00 X 0 0 0 DONNA REY CROSS FUNDS CHIEF ADMIN. O 1.00 X 5980 0 2573 FLORENCE WONG DEPUTY DIRECTOR 3.00 X 17626 0 5600 MARIA ACOSTA CHIEF FINANCIAL OFFICER 1.00 X 4791 0 1996 FAITH WIGGINS DIRECTOR 29.00 X 121312 0 42851 180483 0 63209 1 0 1 0 HUAQIAO YIHU INSTITUTE INC 39-15 MAIN STREET SUITE 502 FLUSHING NY 11354 OTHER SERVICES 203150 DAVID COMPUTERS INFORMATION CENTER INC D 1712 KINGS HIGHWAY BROOKLYN NY 11229 OTHER SERVICES 162975 NYC COMMUNITY SERVICES INC 1712 KINGS HIGHWAY BROOKLYN NY 11229 OTHER SERVICES 121500 3 EMPLOYERS CONTRIBUTION 900099 4136484 4136484 GRANT INCOME 900099 651313 651313 4787797 FUNDRAISING 900099 516983 516983 516983 5304780 5304780 0 0 4147205 4147205 17234 17234 39222 39222 24287 24287 47328 47328 SHARED ALLOCATED EXPENS 1142091 1142091 ADMINISTRATION WAGES, T 131175 131175 DEVELOPMENT 29702 29702 REFUND OF EXPENSES -15321 -15321 5562923 4176907 1386016 0 -30332 -69400 953051 903391 1680298 1739607 355947 248282 114277 107665 505609 212296 3222903 2893559 492079 496056 129685 160119 353060 247448 974824 903623 X 2008577 1309932 239502 680004 2248079 1989936 3222903 2893559 -258143 0 X X 0 1 X 1 0 X 0 0 0.00000 X 170075 110941 59134 134246 106842 27404 51626 30499 21127 107665 DUE FROM RELATED ENTITIES 212296 212296 DUE TO RELATED ENTITIES 247448 247448 X 5304780 0 5304780 0 5304780 5562923 0 5562923 0 5562923 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, 2014, 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 2011. 0 0 0 0 0 0 0 0 0 FAITH WIGGINS DIRECTOR 107666 0 0 0 13646 0 12112 0 30739 0 164163 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 11 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.