SEIU HEALTHCARE IL HOME CARE & CHILD CARE FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SEIU HEALTHCARE IL HOME CARE & CHILD CARE FUND (EIN 26-2336180)
Tax period
2024-05-01 to 2025-04-30
Filed
2026-03-11
IRS object ID
202620709349300542
Schema version
2024v5.5
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)
Return2026-03-11T12:05:58-05:00ReturnTs
Tax Period End2025-04-30TaxPeriodEndDt

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 Begin2024-05-01TaxPeriodBeginDt

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 ST 122AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60608ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGARET LASLOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7733859300PhoneNum
Signature2026-03-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER FRANZPreparerPersonNm
PTINP01456588PTIN
Phone3123680500PhoneNum
Preparation2026-03-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARGARET LASLOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12229 S HALSTED ST 122AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60608ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$240,719,935GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.SEIUHCBENFUND.ORGWebsiteAddressTxt
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$146,069,589PYProgramServiceRevenueAmt
CY Program Service Revenue$137,244,411CYProgramServiceRevenueAmt
PY Investment Income$8,958,771PYInvestmentIncomeAmt
CY Investment Income$12,030,361CYInvestmentIncomeAmt
PY Other Revenue$109,702PYOtherRevenueAmt
CY Other Revenue$723,113CYOtherRevenueAmt
PY Total Revenue$155,138,062PYTotalRevenueAmt
CY Total Revenue$149,997,885CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$112,595,658PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$126,363,725CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,250,218PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,607,050CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,011,795PYOtherExpensesAmt
CY Other Expenses$2,309,923CYOtherExpensesAmt
PY Total Expenses$117,857,671PYTotalExpensesAmt
CY Total Expenses$132,280,698CYTotalExpensesAmt
PY Revenues Less Expenses$37,280,391PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$17,717,187CYRevenuesLessExpensesAmt
Total Assets BOY$277,178,931TotalAssetsBOYAmt
Total Assets EOY$300,990,907TotalAssetsEOYAmt
Total Liabilities BOY$734,471TotalLiabilitiesBOYAmt
Total Liabilities EOY$630,699TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$276,444,460NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$300,360,208NetAssetsOrFundBalancesEOYAmt
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 SecYes (1)ReportInvestmentsOtherSecInd
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 Document4480IRPDocumentCnt
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 (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MARGARET LASLO
TRUSTEE1.0040.00Yes (X)$0$148,317$69,476
MARGARET BRYNN SEIBERT
TRUSTEE1.0040.00Yes (X)$0$129,803$39,891
JAQUELINE RODRIGUEZ
TRUSTEE1.0040.00Yes (X)$0$128,639$65,450
MEGAN BRADSHAW
TRUSTEE1.00Yes (X)$0$0$0
DARBY ANDERSON
TRUSTEE - PAST1.00Yes (X)$0$0$0
EDGAR RAMIREZ
TRUSTEE1.00Yes (X)$0$0$0
CARY CRAWFORD
TRUSTEE1.00Yes (X)$0$0$0
ELNALYN COSTA
ADMINISTRATOR24.00$184,650$0$42,616Yes (X)
JENNIFER MACK
EXECUTIVE ANALYST/STRATEGIC COORDINATOR24.00$108,680$0$26,638Yes (X)
RP WHITAKER
ACCOUNTING MANAGER24.00$101,319$0$43,163Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$394,649TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$406,759TotReportableCompRltdOrgAmt
Total Other Compensation$287,234TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
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$17,323,340
OPTUMRX
1600 MCCONNOR PARKWAYSCHAUMBURGIL60173RX BENEFITS$6,505,436
HEALTHLINK INC
PO BOX 6501CAROL STREAMIL60197PREFERRED PROVIDER NETWORK$1,079,388
HINES & ASSOCIATES
115 E HIGHLAND AVEELGINIL60120MEDICAL CLAIMS REVIEW AND CASE MANAGEMEN$751,756
MULTIPLAN
PO BOX 29380NEW YORKNY100879380MEDICAL CLAIMS REVIEW$550,344
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$136,739,667$136,739,667
CLAIMS REFUNDS & SUBROGATIONS900099$444,364$444,364
PARTICIPANT CONTRIBUTIONS900099$60,380$60,380
FieldValueIRS element (for citing)
Total Program Service Revenue$137,244,411TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,247,797TotalRevenueColumnAmt
Exclusion$11,247,797ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$91,504,614SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$90,722,050SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$782,564SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$782,564TotalRevenueColumnAmt
Exclusion$782,564ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
TRANSITIONAL REINSURANCE FEE REFU900099$720,833$720,833
LIQUIDATED DAMAGES AND INTEREST900099$2,280$2,280
FieldValueIRS element (for citing)
Other Revenue Total$723,113OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$149,997,885TotalRevenueColumnAmt
Related Or Exempt Func Income$137,244,411RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$12,753,474ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$126,363,725TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$151,662TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,334,587TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$478,890TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$436,545TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$205,366TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$299,031TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$64,155TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$100,745TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$284,062TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$285,992TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$379,246TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$294,162TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$22,912TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$211,196TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$85,026TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
TEMPORARY STAFFING$210,507
FEES MANDATED BY ACA$61,471
MEMBERSHIP DUES$11,418

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$132,280,698TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$18,013,789BOYAmt
EOY$15,559,979EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$23,912,453BOYAmt
EOY$13,095,093EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$49,964,962BOYAmt
EOY$19,649,660EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$79,491BOYAmt
EOY$63,019EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,008,814LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,202,405LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$998,122BOYAmt
EOY$806,409EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$170,600,489BOYAmt
EOY$229,455,439EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$13,609,625BOYAmt
EOY$22,361,308EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$277,178,931BOYAmt
EOY$300,990,907EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$188,641BOYAmt
EOY$274,969EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$545,830BOYAmt
EOY$355,730EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$734,471BOYAmt
EOY$630,699EOYAmt
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$276,444,460BOYAmt
EOY$300,360,208EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$276,444,460BOYAmt
EOY$300,360,208EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$277,178,931BOYAmt
EOY$300,990,907EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$17,717,187ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,198,561NetUnrlzdGainsLossesInvstAmt
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$97,731DepreciationAmt
Book Value$181,500BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,729,583OtherCostOrOtherBasisAmt
Depreciation$1,104,674DepreciationAmt
Book Value$624,909BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$806,409TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
AFL-CIO HOUSING INVESTMENT TRUST$12,659,453F
BROOKFIELD REAL ESTATE INCOME TRUST$4,170,271F
INTERCONTINENTAL REAL ESTATE INCOME TRUST$5,531,584F
FieldValueIRS element (for citing)
Total Book Value Securities$22,361,308TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED FUNDSDesc
Amt$355,730Amt
FieldValueIRS element (for citing)
Total Liability$355,730TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$156,095,701TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,198,561NetUnrealizedGainsInvstAmt
Revenue Not Reported$6,198,561RevenueNotReportedAmt
Revenue Subtotal$149,897,140RevenueSubtotalAmt
Investment Expenses Not Incld$100,745InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$100,745RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$149,997,885TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$132,179,953TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$132,179,953ExpensesSubtotalAmt
Investment Expenses Not Incld2$100,745InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$100,745ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$132,280,698TotalExpensesPerForm990Amt

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 (4 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$148,317$0$0$0$0$0$30,524$0$38,952$0$217,793$0$0
MARGARET BRYNN SEIBERT
TRUSTEE$0$129,803$0$0$0$0$0$26,798$0$13,093$0$169,694$0$0
JAQUELINE RODRIGUEZ
TRUSTEE$0$128,639$0$0$0$0$0$26,498$0$38,952$0$194,089$0$0
ELNALYN COSTA
ADMINISTRATOR$184,650$0$0$0$0$0$38,814$0$3,802$0$227,266$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 (5 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ADDUS HEALTHCARE INC
CONTRIBUTING EMPLOYER0
CHICAGO COMMONS
CONTRIBUTING EMPLOYER0
FAMILY HOME SERVICE
CONTRIBUTING EMPLOYER0
HELP AT HOME INC
CONTRIBUTING EMPLOYER0
ACTIVECARE
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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