2021-11-15T15:37:54-06:00 2020-12-31 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2020-01-01 205893698 SEIU LOCAL 1021 SEIU 5103509814 447 29TH STREET OAKLAND CA 94609 AMOS EATON TREASURER 5103504527 2021-11-12 1 AMOS EATON 999009999 MAGA E KISRIEV P01008919 4157810793 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z AMOS EATON 447 29TH STREET OAKLAND CA 94609 73972111 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. 47 40 228 33 0 0 0 0 48972951 52698305 653400 433885 133131 195319 49759482 53327509 220509 200365 0 0 20445709 23294722 0 0 0 20203487 18433217 40869705 41928304 8889777 11399205 54550519 60487517 4973994 4413068 49576525 56074449 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 52,630 MEMBERS AND 1,362 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 59 0 1 228 1 0 0 0 0 0 0 0 0 X 47 40 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 ESTEEN JENNIFER VP OF ORGANIZING 50.00 0.00 X X 153272 0 52423 BRYANT JOSEPH PRESIDENT 60.00 1.00 X X 126778 0 29732 RUTHERFORD THERESA VP - REGION D 40.00 0.00 X X 94544 0 39103 LEWIS SANDRA VP OF REPRESENTATION 45.00 0.00 X X 93602 0 11514 TEON-NICOLS RAMSES VP OF POLITICS 50.00 0.00 X X 77240 0 23137 PARK YEON VP - REGION C 25.00 0.00 X X 15865 0 0 DUNCAN MARY EILEEN SECRETARY 23.00 1.00 X X 7946 0 0 BIBB AKBAR VP - REGION A 30.00 0.00 X X 5124 0 0 SANDBERG MARY LEE VP - REGION B 50.00 0.00 X X 3600 0 0 WILLIAMS MARCUS C VP - REGION E 13.00 0.00 X X 3600 0 0 EATON AMOS TREASURER 45.00 1.00 X X 3600 0 0 ALBERT PETER EXECUTIVE BOARD MEMBER 10.00 0.00 X 0 0 0 ALEXANDER TAZAMISHA M EXECUTIVE BOARD MEMBER 4.00 0.00 X 3600 0 0 ARANTES JOAO EXECUTIVE BOARD MEMBER 40.00 1.00 X 8400 0 0 BALZARINI TRAVIS C EXECUTIVE BOARD MEMBER 12.00 0.00 X 3600 0 0 BIEDERMAN TULA P EXECUTIVE BOARD MEMBER 4.00 0.00 X 2400 0 0 BOUTTE DERRICK EXECUTIVE BOARD MEMBER 4.00 0.00 X 3600 0 0 BOWSER LORRAINE EXECUTIVE BOARD MEMBER 40.00 0.00 X 3600 0 0 CHANEY-WILLIAMS MONIQUE EXECUTIVE BOARD MEMBER 4.00 0.00 X 3876 0 0 CURIEL EVELYN EXECUTIVE BOARD MEMBER 15.00 0.00 X 3600 0 0 CUTTLER SASHA EXECUTIVE BOARD MEMBER 4.00 0.00 X 5591 0 0 DAHL NATHAN EXECUTIVE BOARD MEMBER 3.00 0.00 X 3839 0 0 DAVIS RHEA EXECUTIVE BOARD MEMBER 40.00 1.00 X 8400 0 0 DAWKINS BRANDON EXECUTIVE BOARD MEMBER 30.00 0.00 X 5057 0 0 DIEP TINA EXECUTIVE BOARD MEMBER 6.00 0.00 X 0 0 0 FAUCETT KARLA EXECUTIVE BOARD MEMBER 60.00 0.00 X 3600 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 5021 0 0 HARRISON ELIZABETH A EXECUTIVE BOARD MEMBER 7.00 0.00 X 4616 0 0 HICKS CHERYL L EXECUTIVE BOARD MEMBER 10.00 0.00 X 4291 0 0 LANDRY CYNTHIA EXECUTIVE BOARD MEMBER 20.00 0.00 X 4318 0 0 MEYERS JULIE EXECUTIVE BOARD MEMBER 4.00 0.00 X 6357 0 0 NILA JESSICA EXECUTIVE BOARD MEMBER 4.00 0.00 X 2100 0 0 NOSANOW TODD I EXECUTIVE BOARD MEMBER 4.50 0.00 X 3600 0 0 ORTEGA DE CUEVAS FELIPE EXECUTIVE BOARD MEMBER 40.00 0.00 X 12471 0 0 POWELL HAROLD EXECUTIVE BOARD MEMBER 20.00 0.00 X 4391 0 0 RIGGLEMAN MERCEDES EXECUTIVE BOARD MEMBER 15.00 0.00 X 3600 0 0 SANTIAGO ZENAIDA EXECUTIVE BOARD MEMBER 4.00 0.00 X 3600 0 0 TAYLOR ROBERT EXECUTIVE BOARD MEMBER 4.00 0.00 X 1500 0 0 THEOLE RICHARD EXECUTIVE BOARD MEMBER 10.00 0.00 X 0 0 0 VALDEZ ANGEL EXECUTIVE BOARD MEMBER 10.00 0.00 X 8267 0 0 WALL SANDRA EXECUTIVE BOARD MEMBER 40.00 0.00 X 3925 0 0 WALTER TAFFIE ANN EXECUTIVE BOARD MEMBER 25.00 0.00 X 3848 0 0 WISE JAMES EXECUTIVE BOARD MEMBER 4.00 0.00 X 3600 0 0 BRUNO KENDRA C EXECUTIVE BOARD MEMBER 10.00 0.00 X 1873 0 0 SIGALA SANDRA EXECUTIVE BOARD MEMBER 20.00 0.00 X 2700 0 0 POPENUCK THOMAS EXECUTIVE BOARD MEMBER 4.00 0.00 X 1500 0 0 STEAD-MENDEZ JOHN EXECUTIVE DIRECTOR FIELD & PROGRAMS 40.00 0.00 X 170217 0 36238 LI ROBERT HEAD OF OPERATIONS/LABOR RELATIONS 40.00 0.00 X 142248 0 58554 CANHAM DAVID DEPUTY DIR OF ADVOCACY & INT. ORG. 40.00 0.00 X 138037 0 48561 MOROWITZ LISA MEMBER ENGAGEMENT STAFF DEV DIR 40.00 0.00 X 131089 0 37993 KLUMB JASON FIELD DIRECTOR 40.00 0.00 X 126000 0 36924 1437103 0 374179 63 0 1 0 WEINBERG ROGER & ROSENFELD 1375 55TH STREET EMERYVILLE CA 94608 LEGAL SERVICES 1062853 DIAMONDS CONSULTING 3552 LA MESA DR HAYWARD CA 94542 MEMBER/PROGRAM DEVELOPMENT 195000 JOSPHINE MOONEY 1418 HENRY STREET BERKELEY CA 94709 EXTERNAL ORGANIZING PROGRAM DEVELOPMENT 128333 3 MEMBERSHIP DUES 561000 52698305 52698305 52698305 410808 410808 69384 0 69384 69384 69384 20667679 20644602 23077 23077 23077 REIMBURSEMENT AND OTHER INCOME 900099 125935 125935 125935 53327509 52824240 0 503269 200365 959350 14523843 2720848 3669962 1420719 1292665 168413 74947 129308 24266 556228 789203 3115044 659066 190852 10145525 283933 194621 CONSTITUENT ACTIVITIES 706443 SUBSCRIPTIONS/PUB. 102611 92 41928304 17067940 17226305 17139465 14713470 3567239 7448737 0 74197 7183027 3190715 4223823 3992312 12545546 17023302 6506 9194 54550519 60487517 4569525 3637556 0 386093 404469 389419 4973994 4413068 X 49576525 56074449 49576525 56074449 54550519 60487517 X 11399205 1355828 -435687 -5821422 X 0 1 X 1 0 0 0 0 0 SEIU LOCAL 1021 CANDIDATE PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 753236075 1098900 1 1 0 574485 574485 6608542 3190715 3417827 3992312 DEFERRED RENT 389419 389419 X 54683337 1355828 1355828 53327509 0 53327509 48167304 6239000 6239000 41928304 0 41928304 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 2017 THROUGH 2020 TAX YEARS BY THE INTERNAL REVENUE SERVICE AND THE 2016 THROUGH 2020 TAX YEARS BY THE CALIFORNIA FRANCHISE TAX BOARD. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES 6,239,000. 1 NORTH BAY JOBS WITH JUSTICELIVING WAGE COALITION PO BOX 427 SANTA ROSA CA 95402 680043657 501(C)(5) 10000 GENERAL SUPPORT USLAW - US LABOR AGAINST THE WAR 1030 15TH STREET NW 153 WASHINGTON DC 20005 593795492 501(C)(4) 6250 GENERAL SUPPORT RICHMOND PROGRESSIVE ALLIANCE 2540 MACDONALD AVE RICHMOND CA 94804 371777173 501(C)(4) 6000 GENERAL SUPPORT JOBS WITH JUSTICE SAN FRANCISCO 209 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 940922785 501(C)(5) 20000 GENERAL SUPPORT CAPITAL & MAIN 1910 WEST SUNSET BLVD SUITE 740 LOS ANGELES CA 90026 810895767 501(C)(3) 30000 GENERAL SUPPORT 1 4 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 ESTEEN JENNIFER VP OF ORGANIZING 149334 0 0 0 3938 0 22691 0 29732 0 205695 0 0 0 BRYANT JOSEPH PRESIDENT 107858 0 0 0 18920 0 0 0 29732 0 156510 0 0 0 STEAD-MENDEZ JOHN EXECUTIVE DIRECTOR FIELD & PROGRAMS 161617 0 0 0 8600 0 33940 0 2298 0 206455 0 0 0 LI ROBERT HEAD OF OPERATIONS/LABOR RELATIONS 137248 0 0 0 5000 0 28822 0 29732 0 200802 0 0 0 CANHAM DAVID DEPUTY DIR OF ADVOCACY & INT. ORG. 133037 0 0 0 5000 0 27938 0 20623 0 186598 0 0 0 MOROWITZ LISA MEMBER ENGAGEMENT STAFF DEV DIR 126089 0 0 0 5000 0 26479 0 11514 0 169082 0 0 0 KLUMB JASON FIELD DIRECTOR 121000 0 0 0 5000 0 25410 0 11514 0 162924 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 -6,239,000. PAC ASSETS 377,069. PAC LIABILITIES 40,509. 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 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 1098900 CASH