2023-11-15T19:44:42-06:00 2022-12-31 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-01-01 205893698 SEIU LOCAL 1021 SEIU 5103509814 447 29TH STREET OAKLAND CA 94609 AMOS EATON TREASURER 5103509814 2023-11-15 1 AMOS EATON 999009999 0 MAGA E KISRIEV P01008919 4089988400 2023-11-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THERESA RUTHERFORD 447 29TH STREET OAKLAND CA 94609 68746284 0 0647 X WWW.SEIU1021.ORG X 2007 CA TO ENSURE THAT ALL WORKERS AND THEIR FAMILIES HAVE A VOICE IN OUR UNION, WORKPLACE AND GOVERNMENT. 46 37 264 33 0 0 0 0 47338388 50336861 760138 180372 232006 263787 48330532 50781020 225869 215451 0 0 25070880 27881677 0 0 0 19861234 21000098 45157983 49097226 3172549 1683794 59492320 58791436 4671502 8056590 54820818 50734846 OUR MISSION IS TO ENSURE THAT ALL WORKERS AND THEIR FAMILIES HAVE A VOICE IN OUR UNION, AS WELL AS OUR WORKPLACE, GOVERNMENT, AND COMMUNITIES. 0 0 LABOR UNION/MEMBERSHIP REPRESENTATION TO PROMOTE, DEVELOP AND DEFEND THE BENEFITS AND WORKING CONDITIONS OF OUR 51,798 MEMBERS AND 1,967 AGENCY FEE PAYERS. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 68 0 1 264 1 0 0 0 0 0 0 0 0 X 46 37 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 0 CA X KARIN HENDRICKSON 5103509828 447 29TH STREET OAKLAND CA 94609 ADAMS TREVOR J EXECUTIVE BOARD MEMBER 4.00 0.00 X 3200 0 0 ALBERT PETER EXEC BOARD MEMBER (THRU MAR 2022) 4.00 0.00 X 0 0 0 ALEXANDER TAZAMISHA M EXECUTIVE BOARD MEMBER 20.00 0.00 X 4100 0 0 ARANTES JOAO EXECUTIVE BOARD MEMBER 60.00 1.00 X 8900 0 0 AYERS AMANDA EXEC BOARD MEMBER (THRU NOV 2022) 4.00 0.00 X 2100 0 0 BACA MONIQUE A EXECUTIVE BOARD MEMBER 16.00 0.00 X 3200 0 0 BALZARINI TRAVIS C EXECUTIVE BOARD MEMBER 27.00 0.00 X 4100 0 0 BEARDLEY JULIE EXEC BOARD MEMBER (START OCT 2022) 4.00 0.00 X 0 0 0 BIBB AKBAR VP - REGION A 40.00 0.00 X X 7706 0 0 BOLIN LUCRETIA EXECUTIVE BOARD MEMBER 4.00 0.00 X 6272 0 0 BOUTTE DERRICK EXECUTIVE BOARD MEMBER 15.00 0.00 X 4100 0 0 BOWSER LORRAINE EXECUTIVE BOARD MEMBER 4.00 0.00 X 4100 0 0 BRUNO KENDRA C EXEC BOARD MEMBER (THRU MAR 2022) 4.00 0.00 X 900 0 0 BRYANT JOSEPH PRESIDENT (THRU AUG 2022) 4.00 1.00 X X 114979 0 21805 CASANAS LUZ CHARITO EXECUTIVE BOARD MEMBER 20.00 0.00 X 3200 0 0 CHANEY-WILLIAMS MONIQUE EXEC BOARD MEMBER (THRU MAR 2022) 4.00 0.00 X 900 0 0 CHRISTIAN NICOLE EXECUTIVE BOARD MEMBER 48.00 0.00 X 14072 0 0 COLLINS DESIREE BEVERLY EXEC BOARD MEMBER (START JUN 2022) 4.00 0.00 X 2300 0 0 CURIEL EVELYN EXECUTIVE BOARD MEMBER 4.00 0.00 X 4448 0 0 CUTTLER SASHA EXEC BOARD MEMBER (THRU MAR 2022) 4.00 0.00 X 1618 0 0 DAVIS RHEA EXECUTIVE BOARD MEMBER 40.00 1.00 X 8900 0 0 DAWKINS BRANDON VP OF ORGANIZING 60.00 0.00 X X 10253 0 0 DUNCAN MARY EILEEN SECRETARY 34.00 1.00 X X 10901 0 0 EATON AMOS TREASURER 45.00 1.00 X X 16100 0 0 ESTEEN JENNIFER VP OF ORGANIZING (THRU MAR 2022) 4.00 0.00 X X 42233 0 8177 FAUCETT KARLA EXECUTIVE BOARD MEMBER 55.00 0.00 X 4100 0 0 FORT TONI M EXEC BOARD MEMBER (THRU SEPT 2022) 4.00 0.00 X 2500 0 0 HAINES-CARMICKLE GENEVA D EXECUTIVE BOARD MEMBER 35.00 0.00 X 4100 0 0 HARDY DELLFINA EXEC BOARD MEMBER (THRU MAR 2022) 4.00 0.00 X 900 0 0 HARDY KRISTIN VP OF REGION D (START 8/27/22) 24.00 0.00 X X 4463 0 0 HARRISON ELIZABETH A EXECUTIVE BOARD MEMBER 4.00 0.00 X 4100 0 0 LANDRY CYNTHIA EXECUTIVE BOARD MEMBER 25.00 0.00 X 4100 0 0 LEWIS SANDRA VP OF REPRESENTATION 40.00 0.00 X X 78345 0 12089 MARRO MARVIN GREGORY EXECUTIVE BOARD MEMBER 5.00 0.00 X 3200 0 0 MEYERS JULIE EXEC BOARD MEMBER (THRU MAR 2022) 4.00 0.00 X 900 0 0 NOSANOW TODD I EXECUTIVE BOARD MEMBER 6.00 0.00 X 4100 0 0 OREY PATRICIA R EXECUTIVE BOARD MEMBER 2.00 0.00 X 3200 0 0 ORTEGA DE CUEVAS FELIPE EXECUTIVE BOARD MEMBER 40.00 0.00 X 12971 0 0 PALACIOS VERONICA EXECUTIVE BOARD MEMBER 6.00 0.00 X 3200 0 0 PARK YEON VP- REGION C 40.00 0.00 X X 11300 0 0 POWELL HAROLD EXECUTIVE BOARD MEMBER 20.00 0.00 X 4100 0 0 RAMIREZ MARIA ALICIA EXEC BOARD MEMBER (START NOV 2022) 4.00 0.00 X 400 0 0 RIGGLEMAN MERCEDES EXEC BOARD MEMBER (THRU MAR 2022) 4.00 0.00 X 900 0 0 RUTHERFORD THERESA VP - REGION D/PRES (FROM 8/27/22) 50.00 0.00 X X 41147 0 39151 SALAZAR-COLON MARIA EXECUTIVE BOARD MEMBER 5.00 0.00 X 3200 0 0 SANDBERG MARY LEE VP- REGION B 50.00 0.00 X X 11300 0 0 SIGALA SANDRA EXECUTIVE BOARD MEMBER 20.00 0.00 X 4100 0 0 TAPIA TINA M EXECUTIVE BOARD MEMBER 24.00 0.00 X 4938 0 0 TEON-NICOLS RAMSES VP OF POLITICS 50.00 0.00 X X 84022 0 24856 THOELE RICHARD J EXECUTIVE BOARD MEMBER 30.00 0.00 X 4100 0 0 VALDEZ ANGEL EXECUTIVE BOARD MEMBER 16.00 0.00 X 9618 0 0 VEGA MOISES EXECUTIVE BOARD MEMBER 10.00 0.00 X 3792 0 0 WALL SANDRA EXECUTIVE BOARD MEMBER 40.00 0.00 X 4100 0 0 WALTER TAFFIE ANN VP-REGION E 30.00 0.00 X X 5303 0 0 WISE JAMES EXEC BOARD MEMBER (THRU MAR 2022) 4.00 0.00 X 900 0 0 YOUNG KASHA CLARKE EXECUTIVE BOARD MEMBER 10.00 0.00 X 3200 0 0 DIEP TINA EXECUTIVE BOARD MEMBER 3.00 0.00 X 0 0 0 CANHAM DAVID EXECUTIVE DIRECTOR FIELD & PROGRAMS 40.00 0.00 X 178635 0 58778 MOONEY JOSEPHINE DEPUTY EXECUTIVE DIRECTOR 40.00 0.00 X 175588 0 108423 OBLIGACION NELY DEPUTY DIRECTOR OF ADVOCACY & INTERNAL ORG 40.00 0.00 X 172338 0 47060 LI ROBERT HEAD OF OPERATIONS/LABOR RELATIONS 40.00 0.00 X 158225 0 64824 MALLORY DELBERT FIELD DIRECTOR 40.00 0.00 X 157208 0 64717 1447175 0 449880 92 0 1 0 WEINBERG ROGER & ROSENFELD 1375 55TH STREET EMERYVILLE CA 94608 LEGAL SERVICES 1274915 1 MEMBERSHIP DUES 561000 50336861 50336861 50336861 343318 343318 59784 0 59784 59784 59784 17802318 17965264 -162946 -162946 -162946 REIMBURSEMENT/REFUNDS/OTHER 900099 204003 204003 204003 50781020 50540864 0 240156 215451 1450767 17087303 3300110 4304788 1738709 844458 161350 131084 159786 32221 561595 1165119 3385194 810591 638279 10520615 312617 255892 CONSTITUENT ACTIVITIES 1855668 SUBSCRIPTIONS/PUB. 165388 241 49097226 19143562 18327977 11994124 12605411 2165353 2401865 69364 89600 7378165 3774612 3751128 3603553 22359625 18787361 9164 2975669 59492320 58791436 3998598 4574914 347471 318803 325433 3162873 4671502 8056590 X 54820818 50734846 54820818 50734846 59492320 58791436 X 1683794 -3177009 -2592757 X 0 1 X 1 0 0 0 0 0 0 SEIU LOCAL 1021 CANDIDATE PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 753236075 1185000 CALIFORNIA WORKERS' JUSTICE COALITION 555 CAPITOL MALL SUITE 400 SACRAMENTO CA 95814 853216186 1165000 1 1 0 574485 574485 6803680 3774612 3029068 3603553 DEPOSIT 6967 DUE TO/FROM CHAPTERS 2197 LEASE RIGHT OF USE ASSETS 2966505 2975669 OPERATING LEASE LIABILITIES 3162873 3162873 X 47604011 -3177009 -3177009 50781020 0 50781020 52062178 2964952 2964952 49097226 0 49097226 PART X, LINE 2: NO PROVISION HAS BEEN MADE FOR INCOME TAXES AS THE UNION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE STATE OF CALIFORNIA CODE SECTION. AN UNCERTAIN TAX POSITION REPRESENTS A TAX POSITION MANAGEMENT DETERMINES MAY HAVE A LESS THAN 50 PERCENT CHANCE OF BEING SUSTAINED UPON AN EXAMINATION BY A TAXING AUTHORITY. WHILE THE UNION DOES NOT CURRENTLY INCLUDE AN INCOME TAX PROVISION IN THE FINANCIAL STATEMENTS, MANAGEMENT MONITORS THE REPORTING OF UNCERTAIN TAX POSITIONS USED IN PREPARATION OF THE UNION'S TAX RETURNS, INCLUDING APPLICABLE INTEREST AND PENALTIES RELATED TO MATERIAL UNCERTAIN TAX POSITIONS, WHICH COULD RESULT IN RECORDING OF AN INCOME TAX PROVISION IN THE FUTURE. MANAGEMENT HAS EVALUATED THE UNION'S TAX POSITIONS AND HAS CONCLUDED THAT THE UNION HAS MAINTAINED ITS TAX EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. CURRENTLY, THE UNION'S OPEN TAX YEARS THAT ARE SUBJECT TO EXAMINATION ARE THE 2019 THROUGH 2022 TAX YEARS BY THE INTERNAL REVENUE SERVICE AND THE 2018 THROUGH 2022 TAX YEARS BY THE CALIFORNIA FRANCHISE TAX BOARD. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES 2,964,952. 1 EAST BAY ALLIANCE FOR SUSTAINABLE ECONOMY 360 14TH ST 4TH FLOOR OAKLAND CA 94612 943314108 501(C)(3) 10000 0 GENERAL SUPPORT JOBS WITH JUSTICE SAN FRANCISCO 209 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 463971162 501(C)(3) 20000 0 GENERAL SUPPORT NORTH BAY JOBS WITH JUSTICELIVING WAGE COALITION PO BOX 427 SANTA ROSA CA 95402 811374240 501(C)(3) 10000 0 GENERAL SUPPORT ST MARY'S COLLEGE OF CALIFORNIA 1928 SAINT MARYS ROAD MORAGA CA 94612 941156599 501(C)(3) 10000 0 GENERAL SUPPORT WORKING FAMILIES 77 SANDS ST 6TH FLOOR BROOKLYN NY 11201 204994004 501(C)(4) 50000 0 GENERAL SUPPORT 4 1 PART I, LINE 2: GRANTS ARE REVIEWED BY COMMITTEE AND APPROVED BY THE EXECUTIVE BOARD, APPROVALS ARE DOCUMENTED IN THE MINUTES. THE ORGANIZATION MAKES GRANTS ONLY TO QUALIFIED RECIPIENTS AND MONITORS THE USE OF FUNDS. PRIOR TO APPROVAL OF THE GRANT, SEIU LOCAL 1021 RECEIVES CONFIRMATION FROM ANY RECIPIENT THAT AMOUNTS GIVEN WILL BE SPENT IN ACCORDANCE WITH THE GRANTEE'S CHARITABLE PURPOSES. X X X 0 0 0 MOONEY JOSEPHINE DEPUTY EXECUTIVE DIRECTOR 169688 0 0 0 5900 0 36961 0 71462 0 284011 0 0 0 CANHAM DAVID EXECUTIVE DIRECTOR FIELD & PROGRAMS 173235 0 0 0 5400 0 36379 0 22399 0 237413 0 0 0 LI ROBERT HEAD OF OPERATIONS/LABOR RELATIONS 152925 0 0 0 5300 0 32114 0 32710 0 223049 0 0 0 MALLORY DELBERT FIELD DIRECTOR 152416 0 0 0 4792 0 32007 0 32710 0 221925 0 0 0 OBLIGACION NELY DEPUTY DIRECTOR OF ADVOCACY & INTERN 166530 0 0 0 5808 0 34971 0 12089 0 219398 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS REGULAR MEMBERS THAT CAN ELECT THE EXECUTIVE BOARD AND OFFICERS. FORM 990, PART VI, SECTION A, LINE 7A THE REGULAR MEMBERS, WITH THEIR VOTES, DETERMINE THE EXECUTIVE BOARD AND OFFICERS. THROUGH VOTING AND EXECUTIVE BOARD APPROVAL, GOVERNING ISSUES ARE ESTABLISHED. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS ARE SUBJECT TO APPROVAL BY REGULAR MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE TREASURER AND THE BUDGET AND FINANCE COMMITTEE, A SUBCOMMITTEE COMPRISED OF THE OFFICERS OF THE UNION AND MEMBERS OF THE EXECUTIVE BOARD. THE FULL BOARD WILL NOT MEET TO REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL ACKNOWLEDGEMENT IS REQUESTED BY OFFICERS, DIRECTORS AND MANAGERIAL EMPLOYEES THAT THE POLICY HAS BEEN READ, UNDERSTOOD, AND AGREED TO ITS COMPLIANCE. PERIODIC REVIEWS BY THE OPERATIONS DEPARTMENT WILL BE CONDUCTED TO MONITOR COMPLIANCE. IF A CONFLICT ARISES, IT IS REVIEWED BY THE OPERATIONS DEPARTMENT AND IF NECESSARY, THE INDIVIDUAL WILL BE EXCLUDED FROM MAKING DECISIONS IN RELATION TO APPLICABLE TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION, WHICH INCLUDES APPROVAL OF STAFF COLLECTIVE BARGAINING AGREEMENTS; STIPEND AMOUNTS AND POLICY; CALCULATIONS FOR KEY EMPLOYEES, DIRECTORS, AND OTHER SUPERVISORY STAFF ARE APPROVED BY THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S BYLAWS ARE ALSO AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART XI, LINE 9: PAC EXPENSES -2,964,952. PAC ASSETS 353,452. PAC LIABILITIES 18,743. 100 OAK STREET CORPORATION 100 OAK STREET OAKLAND CA 94607 943195450 TITLE HOLDING COMPANY FOR EXEMPT ORGANIZATION CA 501(C)(2) SEIU LOCAL 1021 1 SEIU LOCAL 1021 INDEPENDENT EXPENDITURE PAC 555 CAPITOL MALL STE 1425 SACRAMENTO CA 958144602 753236080 POLITICAL CA 527 SEIU LOCAL 1021 1 SEIU LOCAL 1021 CANDIDATE PAC 555 CAPITOL MALL STE 1425 SACRAMENTO CA 958144602 753236075 POLITICAL CA 527 SEIU LOCAL 1021 1 CALIFORNIA WORKERS' JUSTICE COALITION 555 CAPITOL MALL STE 400 SACRAMENTO CA 95814 853216186 POLITICAL CA 527 SEIU LOCAL 1021 1 CALIFORNIA WORKERS' JUSTICE COALITION SPONSORED BY SERVICE EMPLOYEES INTERN 555 CAPITOL MALL STE 400 SACRAMENTO CA 95814 853251853 POLITICAL CA 501(C)(4) SEIU LOCAL 1021 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 SEIU LOCAL 1021 CANDIDATE PAC R 1185000 CASH CALIFORNIA WORKERS' JUSTICE COALITION R 1165000 CASH CALIFORNIA WORKERS' JUSTICE COALITION SPONSORED BY SERVICE EMPLOYEES INTERN R 100000 CASH PART II CONTINUATION FOR INCOMPLETE NAME/EIN/ADDRESS INFORMATION: CALIFORNIA WORKERS' JUSTICE COALITION SPONSORED BY SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 1021 - 85-3251853, 555 CAPITOL MALL, STE 400, SACRAMENTO, CA 95814 PART V, LINE 2 CONTINUATION FOR INCOMPLETE NAME INFORMATION: CALIFORNIA WORKERS' JUSTICE COALITION SPONSORED BY SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 1021