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SERVICE EMPLOYEES INTERNATIONAL UNION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SERVICE EMPLOYEES INTERNATIONAL UNION (EIN 20-5893698)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243199349329564
Schema version
2021v4.2
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)
Return2022-11-15T18:37:05-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941254756PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOOD & STRONG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 SO MARKET ST STE 200AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95113ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205893698EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEIU LOCAL 1021BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEIUBusinessNameControlTxt
Phone5103509814PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1447 29TH STREETAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94609ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMOS EATONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5103504527PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAMOSPersonFirstNm
Person LastEATONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGA E KISRIEVPreparerPersonNm
PTINP01008919PTIN
Phone4089988400PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMOS EATONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1447 29TH STREETAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94609ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$62,507,513GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption0647GroupExemptionNum
Organization501cYes (X)Organization501cInd
Website AddressWWW.SEIU1021.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2007FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO ENSURE THAT ALL WORKERS AND THEIR FAMILIES HAVE A VOICE IN OUR UNION, WORKPLACE AND GOVERNMENT.ActivityOrMissionDesc
Voting Members Governing Body43VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee266TotalEmployeeCnt
Total Volunteers33TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$52,698,305PYProgramServiceRevenueAmt
CY Program Service Revenue$47,338,388CYProgramServiceRevenueAmt
PY Investment Income$433,885PYInvestmentIncomeAmt
CY Investment Income$760,138CYInvestmentIncomeAmt
PY Other Revenue$195,319PYOtherRevenueAmt
CY Other Revenue$232,006CYOtherRevenueAmt
PY Total Revenue$53,327,509PYTotalRevenueAmt
CY Total Revenue$48,330,532CYTotalRevenueAmt
PY Grants And Similar Paid$200,365PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$225,869CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,294,722PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$25,070,880CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$18,433,217PYOtherExpensesAmt
CY Other Expenses$19,861,234CYOtherExpensesAmt
PY Total Expenses$41,928,304PYTotalExpensesAmt
CY Total Expenses$45,157,983CYTotalExpensesAmt
PY Revenues Less Expenses$11,399,205PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,172,549CYRevenuesLessExpensesAmt
Total Assets BOY$60,487,517TotalAssetsBOYAmt
Total Assets EOY$59,492,320TotalAssetsEOYAmt
Total Liabilities BOY$4,413,068TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,671,502TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$56,074,449NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$54,820,818NetAssetsOrFundBalancesEOYAmt
MissionOUR MISSION IS TO ENSURE THAT ALL WORKERS AND THEIR FAMILIES HAVE A VOICE IN OUR UNION, AS WELL AS OUR WORKPLACE, GOVERNMENT, AND COMMUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescLABOR UNION/MEMBERSHIP REPRESENTATION TO PROMOTE, DEVELOP AND DEFEND THE BENEFITS AND WORKING CONDITIONS OF OUR 52,174 MEMBERS AND 1,701 AGENCY FEE PAYERS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
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 EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document71IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee266EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Members43GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KARIN HENDRICKSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5103509828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1447 29TH STREETAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94609ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ALBERT PETER
EXECUTIVE BOARD MEMBER12.000.00Yes (X)$0$0$0
ALEXANDER TAZAMISHA M
EXECUTIVE BOARD MEMBER10.000.00Yes (X)$3,600$0$0
ARANTES JOAO
EXECUTIVE BOARD MEMBER40.001.00Yes (X)$8,585$0$0
AYERS AMANDA
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$2,100$0$0
BALZARINI TRAVIS C
EXECUTIVE BOARD MEMBER25.000.00Yes (X)$3,600$0$0
BIBB AKBAR
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$3,906$0$0
BOUTTE DERRICK
EXECUTIVE BOARD MEMBER10.000.00Yes (X)$3,600$0$0
BOWSER LORRAINE
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$3,600$0$0
BRYANT JOSEPH
PRESIDENT60.001.00Yes (X)$143,591$0$30,337Yes (X)
CHANEY-WILLIAMS MONIQUE
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$3,600$0$0
CURIEL EVELYN
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$3,600$0$0
CUTTLER SASHA
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$7,998$0$0
DAHL NATHAN
EXEC. BOARD MEMBER (THRU AUG 2021)4.000.00Yes (X)$2,639$0$0
DAVIS RHEA
EXECUTIVE BOARD MEMBER4.001.00Yes (X)$8,585$0$0
DAWKINS BRANDON
EXECUTIVE BOARD MEMBER40.000.00Yes (X)$4,065$0$0
DIEP TINA
EXECUTIVE BOARD MEMBER5.000.00Yes (X)$0$0$0
DUNCAN MARY EILEEN
SECRETARY29.001.00Yes (X)$5,394$0$0Yes (X)
EATON AMOS
TREASURER45.001.00Yes (X)$13,939$0$0Yes (X)
ESTEEN JENNIFER
VP OF ORGANIZING40.000.00Yes (X)$192,971$0$30,337Yes (X)
FAUCETT KARLA
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$3,600$0$0
FORT TONI M
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$2,400$0$0
HAINES-CARMICKLE GENEVA D
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$3,600$0$0
HARDY DELLFINA
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$3,600$0$0
HARRISON ELIZABETH A
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$6,042$0$0
HICKS CHERYL L
EXEC. BOARD MEMBER (THRU MAR 2021)4.000.00Yes (X)$900$0$0
LANDRY CYNTHIA
EXECUTIVE BOARD MEMBER20.000.00Yes (X)$3,600$0$0
LEWIS SANDRA
EXECUTIVE BOARD MEMBER40.000.00Yes (X)$106,787$0$11,298
MEYERS JULIE
EXECUTIVE BOARD MEMBER20.000.00Yes (X)$5,321$0$0
NOSANOW TODD I
EXECUTIVE BOARD MEMBER8.000.00Yes (X)$3,600$0$0
ORTEGA DE CUEVAS FELIPE
EXECUTIVE BOARD MEMBER40.000.00Yes (X)$12,812$0$0
PARK YEON
VP - REGION C40.000.00Yes (X)$39,548$0$0Yes (X)
POWELL HAROLD
EXECUTIVE BOARD MEMBER40.000.00Yes (X)$3,675$0$0
RIGGLEMAN MERCEDES
EXECUTIVE BOARD MEMBER20.000.00Yes (X)$3,600$0$0
RUTHERFORD THERESA
VP - REGION D50.000.00Yes (X)$109,733$0$33,809Yes (X)
SANDBERG MARY LEE
VP - REGION B50.000.00Yes (X)$10,800$0$0Yes (X)
SANTIAGO ZENAIDA
EXEC. BOARD MEMBER (THRU APR 2021)4.000.00Yes (X)$1,200$0$0
TAPIA TINA M
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$3,840$0$0
TEON-NICOLS RAMSES
VP OF POLITICS50.000.00Yes (X)$90,065$0$23,816Yes (X)
THEOLE RICHARD
EXECUTIVE BOARD MEMBER10.000.00Yes (X)$9,300$0$0
VALDEZ ANGEL
EXECUTIVE BOARD MEMBER15.000.00Yes (X)$9,546$0$0
WALL SANDRA
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$3,600$0$0
WALTER TAFFIE ANN
EXECUTIVE BOARD MEMBER/VP-REGION E4.000.00Yes (X)$3,868$0$0Yes (X)
WILLIAMS MARCUS C
VP - REGION E (THRU OCT 2021)4.000.00Yes (X)$3,600$0$0Yes (X)
WISE JAMES
EXECUTIVE BOARD MEMBER4.000.00Yes (X)$3,600$0$0
BRUNO KENDRA C
EXECUTIVE BOARD MEMBER7.000.00Yes (X)$3,600$0$0
SIGALA SANDRA
EXECUTIVE BOARD MEMBER20.000.00Yes (X)$3,600$0$0
MOONEY JOSEPHINE
DEPUTY EXECUTIVE DIRECTOR40.000.00$173,456$0$102,282Yes (X)
CANHAM DAVID
EXECUTIVE DIRECTOR FIELD & PROGRAMS40.000.00$168,393$0$55,133Yes (X)
LI ROBERT
HEAD OF OPERATIONS/LABOR RELATIONS40.000.00$158,860$0$62,609Yes (X)
CHIONG JAMES ROY
POLITICAL DIRECTOR40.000.00$150,335$0$41,822Yes (X)
MOROWITZ LISA
MEMBER ENGAGEMENT STAFF DEV DIRECTOR40.000.00$150,535$0$41,821Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,672,389TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$433,264TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K76IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WEINBERG ROGER & ROSENFELD
1375 55TH STREETEMERYVILLECA94608LEGAL SERVICES$1,091,844
DIAMONDS CONSULTING
3552 LA MESA DRHAYWARDCA94542MEMBER/PROGRAM DEVELOPMENT$165,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEMBERSHIP DUESDesc
Business561000BusinessCd
Total Revenue Column$47,338,388TotalRevenueColumnAmt
Related Or Exempt Func Income$47,338,388RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$47,338,388TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$382,099TotalRevenueColumnAmt
Exclusion$382,099ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$27,384RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$27,384RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,384TotalRevenueColumnAmt
Exclusion$27,384ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$14,555,020SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,176,981SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$378,039SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$378,039TotalRevenueColumnAmt
Exclusion$378,039ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREIMBURSEMENT/REFUNDS/OTHERDesc
Business900099BusinessCd
Total Revenue Column$204,622TotalRevenueColumnAmt
Related Or Exempt Func Income$204,622RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$204,622OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,330,532TotalRevenueColumnAmt
Related Or Exempt Func Income$47,543,010RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$787,522ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$225,869TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,033,254TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,750,650TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,129,211TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,550,503TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,607,262TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,429,697TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$143,334TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$115,734TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$117,756TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$36,074TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$496,668TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,065,154TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,152,754TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$653,665TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$375,779TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$10,582,781TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$277,640TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$231,711TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
CONSTITUENT ACTIVITIES$1,058,870
SUBSCRIPTIONS/PUB.$123,430
MISC. EXPENSES$187

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$45,157,983TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,226,305BOYAmt
EOY$19,143,562EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$14,713,470BOYAmt
EOY$11,994,124EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,448,737BOYAmt
EOY$2,165,353EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$74,197BOYAmt
EOY$69,364EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,219,485LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,468,357LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,992,312BOYAmt
EOY$3,751,128EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$17,023,302BOYAmt
EOY$22,359,625EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,194BOYAmt
EOY$9,164EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$60,487,517BOYAmt
EOY$59,492,320EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,637,556BOYAmt
EOY$3,998,598EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$386,093BOYAmt
EOY$347,471EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$389,419BOYAmt
EOY$325,433EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,413,068BOYAmt
EOY$4,671,502EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$56,074,449BOYAmt
EOY$54,820,818EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,074,449BOYAmt
EOY$54,820,818EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,487,517BOYAmt
EOY$59,492,320EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,172,549ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$277,315NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$3,327,730PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$1,375,765OtherChangesInNetAssetsAmt
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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$0PoliticalExpendituresAmt
Volunteer Hours0VolunteerHoursCnt
Expended527 Activities$0Expended527ActivitiesAmt
Internal Funds Contributed$0InternalFundsContributedAmt

Section527 Political Org Section527PoliticalOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPaid Internal FundsPaidInternalFundsAmt
SEIU LOCAL 1021 CANDIDATE PAC
555 CAPITOL MALL SUITE 1425SACRAMENTOCA95814753236075$900,000
CALIFORNIA WORKERS' JUSTICE COALITION
555 CAPITOL MALL SUITE 400SACRAMENTOCA95814853216186$111,659
APRIL VERRETT FOR CDP CONTROLLER
1787 TRIBUTE ROAD SUITE KSACRAMENTOCA95815854272478$24,000
FieldValueIRS element (for citing)
Substantially All Dues NondedYes (1)SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$574,485OtherCostOrOtherBasisAmt
Book Value$574,485BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,645,000OtherCostOrOtherBasisAmt
Depreciation$3,468,357DepreciationAmt
Book Value$3,176,643BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,751,128TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$325,433Amt
FieldValueIRS element (for citing)
Total Liability$325,433TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$48,607,847TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$277,315NetUnrealizedGainsInvstAmt
Revenue Not Reported$277,315RevenueNotReportedAmt
Revenue Subtotal$48,330,532RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$48,330,532TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$46,412,493TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1,254,510OtherExpensesIncludedAmt
Expenses Not Reported$1,254,510ExpensesNotReportedAmt
Expenses Subtotal$45,157,983ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$45,157,983TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 2018 THROUGH 2021 TAX YEARS BY THE INTERNAL REVENUE SERVICE AND THE 2017 THROUGH 2021 TAX YEARS BY THE CALIFORNIA FRANCHISE TAX BOARD.
PART XII, LINE 2D - OTHER ADJUSTMENTS:PAC EXPENSES 1,254,510.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
JOBS WITH JUSTICE SAN FRANCISCO
209 GOLDEN GATE AVENUESAN FRANCISCOCA94102463971162501(C)(3)$20,000$0GENERAL SUPPORT
NORTH BAY JOBS WITH JUSTICELIVING WAGE COALITION
PO BOX 427SANTA ROSACA95402811374240501(C)(3)$10,000$0GENERAL SUPPORT
TIDES ADVOCACY
3440 FLAIR DRIVEEL MONTECA91731943153687501(C)(4)$10,000$0GENERAL SUPPORT
WORKING FAMILIES
77 SANDS ST 6TH FLOORBROOKLYNNY11201204994004501(C)(4)$50,000$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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
MOONEY JOSEPHINE
DEPUTY EXECUTIVE DIRECTOR$168,471$0$0$0$4,985$0$35,379$0$66,903$0$275,738$0$0$0
CANHAM DAVID
EXECUTIVE DIRECTOR FIELD & PROGRAMS$163,408$0$0$0$4,985$0$34,316$0$20,817$0$223,526$0$0$0
ESTEEN JENNIFER
VP OF ORGANIZING$178,433$0$0$0$14,538$0$0$0$30,337$0$223,308$0$0$0
LI ROBERT
HEAD OF OPERATIONS/LABOR RELATIONS$153,675$0$0$0$5,185$0$32,272$0$30,337$0$221,469$0$0$0
MOROWITZ LISA
MEMBER ENGAGEMENT STAFF DEV DIRECTOR$145,350$0$0$0$5,185$0$30,523$0$11,298$0$192,356$0$0$0
CHIONG JAMES ROY
POLITICAL DIRECTOR$145,350$0$0$0$4,985$0$30,524$0$11,298$0$192,157$0$0$0
BRYANT JOSEPH
PRESIDENT$125,013$0$0$0$18,578$0$0$0$30,337$0$173,928$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS REGULAR MEMBERS THAT CAN ELECT THE EXECUTIVE BOARD AND OFFICERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 7BGOVERNANCE DECISIONS ARE SUBJECT TO APPROVAL BY REGULAR MEMBERS.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CANNUAL 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 15ALL 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 19THE 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 -1,254,510. PAC ASSETS -155,420. PAC LIABILITIES 34,165.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
100 OAK STREET CORPORATION
100 OAK STREETOAKLANDCA94607943195450TITLE HOLDING COMPANY FOR EXEMPT ORGANIZATIONCA501(C)(2)SEIU LOCAL 1021Yes (1)
SEIU LOCAL 1021 INDEPENDENT EXPENDITURE PAC
555 CAPITOL MALL STE 1425SACRAMENTOCA958144602753236080POLITICALCA527SEIU LOCAL 1021Yes (1)
SEIU LOCAL 1021 CANDIDATE PAC
555 CAPITOL MALL STE 1425SACRAMENTOCA958144602753236075POLITICALCA527SEIU LOCAL 1021Yes (1)
CALIFORNIA WORKERS' JUSTICE COALITION
555 CAPITOL MALL STE 400SACRAMENTOCA95814853216186POLITICALCA527SEIU LOCAL 1021Yes (1)
CALIFORNIA WORKERS' JUSTICE COALITION SPONSORED BY SERVICE EMPLOYEES INTERN
555 CAPITOL MALL STE 400SACRAMENTOCA95814853251853POLITICALCA501(C)(4)SEIU LOCAL 1021Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
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 OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SEIU LOCAL 1021 CANDIDATE PAC
R$900,000CASH
CALIFORNIA WORKERS' JUSTICE COALITION
R$111,659CASH
CALIFORNIA WORKERS' JUSTICE COALITION SPONSORED BY SERVICE EMPLOYEES INTERN
R$111,659CASH

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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