2022-11-15T18:37:05-06:00 2021-12-31 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2021-01-01 205893698 SEIU LOCAL 1021 SEIU 5103509814 447 29TH STREET OAKLAND CA 94609 AMOS EATON TREASURER 5103504527 2022-11-14 1 AMOS EATON 999009999 MAGA E KISRIEV P01008919 4089988400 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z AMOS EATON 447 29TH STREET OAKLAND CA 94609 62507513 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. 43 33 266 33 0 0 0 0 52698305 47338388 433885 760138 195319 232006 53327509 48330532 200365 225869 0 0 23294722 25070880 0 0 0 18433217 19861234 41928304 45157983 11399205 3172549 60487517 59492320 4413068 4671502 56074449 54820818 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 52,174 MEMBERS AND 1,701 AGENCY FEE PAYERS. 0 0 1 1 0 0 0 0 0 1 0 0 0 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 1 0 1 71 0 1 266 1 0 0 0 0 0 0 0 0 X 43 33 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 ALBERT PETER EXECUTIVE BOARD MEMBER 12.00 0.00 X 0 0 0 ALEXANDER TAZAMISHA M EXECUTIVE BOARD MEMBER 10.00 0.00 X 3600 0 0 ARANTES JOAO EXECUTIVE BOARD MEMBER 40.00 1.00 X 8585 0 0 AYERS AMANDA EXECUTIVE BOARD MEMBER 4.00 0.00 X 2100 0 0 BALZARINI TRAVIS C EXECUTIVE BOARD MEMBER 25.00 0.00 X 3600 0 0 BIBB AKBAR EXECUTIVE BOARD MEMBER 4.00 0.00 X 3906 0 0 BOUTTE DERRICK EXECUTIVE BOARD MEMBER 10.00 0.00 X 3600 0 0 BOWSER LORRAINE EXECUTIVE BOARD MEMBER 4.00 0.00 X 3600 0 0 BRYANT JOSEPH PRESIDENT 60.00 1.00 X X 143591 0 30337 CHANEY-WILLIAMS MONIQUE EXECUTIVE BOARD MEMBER 4.00 0.00 X 3600 0 0 CURIEL EVELYN EXECUTIVE BOARD MEMBER 4.00 0.00 X 3600 0 0 CUTTLER SASHA EXECUTIVE BOARD MEMBER 4.00 0.00 X 7998 0 0 DAHL NATHAN EXEC. BOARD MEMBER (THRU AUG 2021) 4.00 0.00 X 2639 0 0 DAVIS RHEA EXECUTIVE BOARD MEMBER 4.00 1.00 X 8585 0 0 DAWKINS BRANDON EXECUTIVE BOARD MEMBER 40.00 0.00 X 4065 0 0 DIEP TINA EXECUTIVE BOARD MEMBER 5.00 0.00 X 0 0 0 DUNCAN MARY EILEEN SECRETARY 29.00 1.00 X X 5394 0 0 EATON AMOS TREASURER 45.00 1.00 X X 13939 0 0 ESTEEN JENNIFER VP OF ORGANIZING 40.00 0.00 X X 192971 0 30337 FAUCETT KARLA EXECUTIVE BOARD MEMBER 4.00 0.00 X 3600 0 0 FORT TONI M EXECUTIVE BOARD MEMBER 4.00 0.00 X 2400 0 0 HAINES-CARMICKLE GENEVA D EXECUTIVE BOARD MEMBER 4.00 0.00 X 3600 0 0 HARDY DELLFINA EXECUTIVE BOARD MEMBER 4.00 0.00 X 3600 0 0 HARRISON ELIZABETH A EXECUTIVE BOARD MEMBER 4.00 0.00 X 6042 0 0 HICKS CHERYL L EXEC. BOARD MEMBER (THRU MAR 2021) 4.00 0.00 X 900 0 0 LANDRY CYNTHIA EXECUTIVE BOARD MEMBER 20.00 0.00 X 3600 0 0 LEWIS SANDRA EXECUTIVE BOARD MEMBER 40.00 0.00 X 106787 0 11298 MEYERS JULIE EXECUTIVE BOARD MEMBER 20.00 0.00 X 5321 0 0 NOSANOW TODD I EXECUTIVE BOARD MEMBER 8.00 0.00 X 3600 0 0 ORTEGA DE CUEVAS FELIPE EXECUTIVE BOARD MEMBER 40.00 0.00 X 12812 0 0 PARK YEON VP - REGION C 40.00 0.00 X X 39548 0 0 POWELL HAROLD EXECUTIVE BOARD MEMBER 40.00 0.00 X 3675 0 0 RIGGLEMAN MERCEDES EXECUTIVE BOARD MEMBER 20.00 0.00 X 3600 0 0 RUTHERFORD THERESA VP - REGION D 50.00 0.00 X X 109733 0 33809 SANDBERG MARY LEE VP - REGION B 50.00 0.00 X X 10800 0 0 SANTIAGO ZENAIDA EXEC. BOARD MEMBER (THRU APR 2021) 4.00 0.00 X 1200 0 0 TAPIA TINA M EXECUTIVE BOARD MEMBER 4.00 0.00 X 3840 0 0 TEON-NICOLS RAMSES VP OF POLITICS 50.00 0.00 X X 90065 0 23816 THEOLE RICHARD EXECUTIVE BOARD MEMBER 10.00 0.00 X 9300 0 0 VALDEZ ANGEL EXECUTIVE BOARD MEMBER 15.00 0.00 X 9546 0 0 WALL SANDRA EXECUTIVE BOARD MEMBER 4.00 0.00 X 3600 0 0 WALTER TAFFIE ANN EXECUTIVE BOARD MEMBER/VP-REGION E 4.00 0.00 X X 3868 0 0 WILLIAMS MARCUS C VP - REGION E (THRU OCT 2021) 4.00 0.00 X X 3600 0 0 WISE JAMES EXECUTIVE BOARD MEMBER 4.00 0.00 X 3600 0 0 BRUNO KENDRA C EXECUTIVE BOARD MEMBER 7.00 0.00 X 3600 0 0 SIGALA SANDRA EXECUTIVE BOARD MEMBER 20.00 0.00 X 3600 0 0 MOONEY JOSEPHINE DEPUTY EXECUTIVE DIRECTOR 40.00 0.00 X 173456 0 102282 CANHAM DAVID EXECUTIVE DIRECTOR FIELD & PROGRAMS 40.00 0.00 X 168393 0 55133 LI ROBERT HEAD OF OPERATIONS/LABOR RELATIONS 40.00 0.00 X 158860 0 62609 CHIONG JAMES ROY POLITICAL DIRECTOR 40.00 0.00 X 150335 0 41822 MOROWITZ LISA MEMBER ENGAGEMENT STAFF DEV DIRECTOR 40.00 0.00 X 150535 0 41821 1672389 0 433264 76 0 1 0 WEINBERG ROGER & ROSENFELD 1375 55TH STREET EMERYVILLE CA 94608 LEGAL SERVICES 1091844 DIAMONDS CONSULTING 3552 LA MESA DR HAYWARD CA 94542 MEMBER/PROGRAM DEVELOPMENT 165000 2 MEMBERSHIP DUES 561000 47338388 47338388 47338388 382099 382099 27384 0 27384 27384 27384 14555020 14176981 378039 378039 378039 REIMBURSEMENT/REFUNDS/OTHER 900099 204622 204622 204622 48330532 47543010 0 787522 225869 1033254 15750650 3129211 3550503 1607262 1429697 143334 115734 117756 36074 496668 1065154 3152754 653665 375779 10582781 277640 231711 CONSTITUENT ACTIVITIES 1058870 SUBSCRIPTIONS/PUB. 123430 MISC. EXPENSES 187 45157983 17226305 19143562 14713470 11994124 7448737 2165353 74197 69364 7219485 3468357 3992312 3751128 17023302 22359625 9194 9164 60487517 59492320 3637556 3998598 386093 347471 389419 325433 4413068 4671502 X 56074449 54820818 56074449 54820818 60487517 59492320 X 3172549 277315 -3327730 -1375765 X 0 1 X 1 0 0 0 0 0 SEIU LOCAL 1021 CANDIDATE PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 753236075 900000 CALIFORNIA WORKERS' JUSTICE COALITION 555 CAPITOL MALL SUITE 400 SACRAMENTO CA 95814 853216186 111659 APRIL VERRETT FOR CDP CONTROLLER 1787 TRIBUTE ROAD SUITE K SACRAMENTO CA 95815 854272478 24000 1 1 0 574485 574485 6645000 3468357 3176643 3751128 DEFERRED RENT 325433 325433 X 48607847 277315 277315 48330532 0 48330532 46412493 1254510 1254510 45157983 0 45157983 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. 1 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 TIDES ADVOCACY 3440 FLAIR DRIVE EL MONTE CA 91731 943153687 501(C)(4) 10000 0 GENERAL SUPPORT WORKING FAMILIES 77 SANDS ST 6TH FLOOR BROOKLYN NY 11201 204994004 501(C)(4) 50000 0 GENERAL SUPPORT 2 2 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 168471 0 0 0 4985 0 35379 0 66903 0 275738 0 0 0 CANHAM DAVID EXECUTIVE DIRECTOR FIELD & PROGRAMS 163408 0 0 0 4985 0 34316 0 20817 0 223526 0 0 0 ESTEEN JENNIFER VP OF ORGANIZING 178433 0 0 0 14538 0 0 0 30337 0 223308 0 0 0 LI ROBERT HEAD OF OPERATIONS/LABOR RELATIONS 153675 0 0 0 5185 0 32272 0 30337 0 221469 0 0 0 MOROWITZ LISA MEMBER ENGAGEMENT STAFF DEV DIRECTOR 145350 0 0 0 5185 0 30523 0 11298 0 192356 0 0 0 CHIONG JAMES ROY POLITICAL DIRECTOR 145350 0 0 0 4985 0 30524 0 11298 0 192157 0 0 0 BRYANT JOSEPH PRESIDENT 125013 0 0 0 18578 0 0 0 30337 0 173928 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 -1,254,510. PAC ASSETS -155,420. PAC LIABILITIES 34,165. 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 900000 CASH CALIFORNIA WORKERS' JUSTICE COALITION R 111659 CASH CALIFORNIA WORKERS' JUSTICE COALITION SPONSORED BY SERVICE EMPLOYEES INTERN R 111659 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