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SERVICE EMPLOYEES INTERNATIONAL UNION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SERVICE EMPLOYEES INTERNATIONAL UNION (EIN 20-5893698)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202043219349308724
Schema version
2019v5.1
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)
Return2020-11-16T11:52:30-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Line1275 BATTERY ST STE 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGA E KISRIEVPreparerPersonNm
PTINP01008919PTIN
Phone4157810793PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.70.151.26IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm13:15:22IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdAC4DF2D4A42C6AD81B5321F7D48656F676E65BB0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

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$55,215,893GrossReceiptsAmt
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 Body45VotingMembersGoverningBodyCnt
Voting Members Independent38VotingMembersIndependentCnt
Total Employee254TotalEmployeeCnt
Total Volunteers33TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$50,333,872PYProgramServiceRevenueAmt
CY Program Service Revenue$48,972,951CYProgramServiceRevenueAmt
PY Investment Income$685,217PYInvestmentIncomeAmt
CY Investment Income$653,400CYInvestmentIncomeAmt
PY Other Revenue$85,300PYOtherRevenueAmt
CY Other Revenue$133,131CYOtherRevenueAmt
PY Total Revenue$51,104,389PYTotalRevenueAmt
CY Total Revenue$49,759,482CYTotalRevenueAmt
PY Grants And Similar Paid$161,422PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$220,509CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$21,137,717PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$20,445,709CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$19,592,028PYOtherExpensesAmt
CY Other Expenses$20,203,487CYOtherExpensesAmt
PY Total Expenses$40,891,167PYTotalExpensesAmt
CY Total Expenses$40,869,705CYTotalExpensesAmt
PY Revenues Less Expenses$10,213,222PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,889,777CYRevenuesLessExpensesAmt
Total Assets BOY$46,023,914TotalAssetsBOYAmt
Total Assets EOY$54,550,519TotalAssetsEOYAmt
Total Liabilities BOY$5,117,707TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,973,994TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$40,906,207NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$49,576,525NetAssetsOrFundBalancesEOYAmt
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 55,362 MEMBERS AND 1,351 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 Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document71IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee254EmployeeCnt
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 Members45GoverningBodyVotingMembersCnt
Independent Voting Member38IndependentVotingMemberCnt
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
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 (62 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
BRYANT JOSEPH
PRESIDENT (EFF. 3/16/19)55.00Yes (X)Yes (X)$125,556$0$27,781
SANCHEZ ROXANNE
PRESIDENT (THRU 3/16/19)40.00Yes (X)Yes (X)$48,633$0$5,564
TEON-NICOLS RAMSES
VP OF POLITICS48.00Yes (X)Yes (X)$74,532$0$22,105
JIMENEZ GARY
VP OF POLITICS (THRU 9/11/19)40.00Yes (X)Yes (X)$7,459$0$0
RUTHERFORD THERESA
VP- REGION D50.00Yes (X)Yes (X)$92,265$0$36,363
PARK YEON
VP- REGION C30.00Yes (X)Yes (X)$29,619$0$0
SANDBERG MARY LEE
VP- REGION B50.00Yes (X)Yes (X)$3,600$0$0
LEWIS SANDRA
VP OF REPRESENTATION40.00Yes (X)Yes (X)$22,008$0$1,761
BIBB AKBAR
VP- REGION A25.00Yes (X)Yes (X)$6,536$0$0
ESTEEN JENNIFER
VP OF ORGANIZING15.00Yes (X)Yes (X)$3,268$0$0
WILLIAMS MARCUS C
VP- REGION E4.00Yes (X)Yes (X)$3,600$0$0
EATON AMOS
TREASURER50.00Yes (X)Yes (X)$3,600$0$0
DUNCAN MARY EILEEN
SECRETARY (EFF. 3/16/19)16.00Yes (X)Yes (X)$4,970$0$0
CAULFIELD-SCHARDT JANET
SECRETARY (THRU 3/16/19)15.00Yes (X)Yes (X)$900$0$0
ALBERT PETER
EXECUTIVE BOARD MEMBER10.00Yes (X)$0$0$0
ALEXANDER TAZAMISHA M
EXECUTIVE BOARD MEMBER4.00Yes (X)$2,400$0$0
ARANTES JOAO
EXECUTIVE BOARD MEMBER40.00Yes (X)$8,400$0$0
BALZARINI TRAVIS C
EXECUTIVE BOARD MEMBER20.00Yes (X)$1,500$0$0
BIEDERMAN TULA P
EXECUTIVE BOARD MEMBER4.00Yes (X)$900$0$0
BOUTTE DERRICK
EXECUTIVE BOARD MEMBER8.00Yes (X)$3,600$0$0
BOWSER LORRAINE
EXECUTIVE BOARD MEMBER4.00Yes (X)$4,375$0$0
CHANEY-WILLIAMS MONIQUE
EXECUTIVE BOARD MEMBER4.00Yes (X)$2,400$0$0
COOPER NORLISSA
EXECUTIVE BOARD MEMBER (THRU 3/16/19)4.00Yes (X)$0$0$0
CORREA GREGORY L
EXECUTIVE BOARD MEMBER (THRU 3/16/19)40.00Yes (X)$900$0$0
CURIEL EVELYN
EXECUTIVE BOARD MEMBER15.00Yes (X)$3,600$0$0
CUTTLER SASHA
EXECUTIVE BOARD MEMBER4.00Yes (X)$6,102$0$0
DAHL NATHAN
EXECUTIVE BOARD MEMBER8.00Yes (X)$2,925$0$0
DAVIS RHEA
EXECUTIVE BOARD MEMBER40.00Yes (X)$8,400$0$0
DAWKINS BRANDON
EXECUTIVE BOARD MEMBER25.00Yes (X)$14,986$0$0
DIEP TINA
EXECUTIVE BOARD MEMBER10.00Yes (X)$1,731$0$0
FAUCETT KARLA
EXECUTIVE BOARD MEMBER25.00Yes (X)$3,600$0$0
FERNANDEZ ALFRED
EXECUTIVE BOARD MEMBER (THRU 3/16/19)4.00Yes (X)$900$0$0
HAINES-CARMICKLE GENEVA D
EXECUTIVE BOARD MEMBER30.00Yes (X)$3,600$0$0
HARDY DELLFINA
EXECUTIVE BOARD MEMBER13.00Yes (X)$8,662$0$0
HARRISON ELIZABETH A
EXECUTIVE BOARD MEMBER6.00Yes (X)$3,551$0$0
HICKS CHERYL L
EXECUTIVE BOARD MEMBER30.00Yes (X)$1,705$0$0
JAMEYSON DANIEL
EXECUTIVE BOARD MEMBER (THRU 3/16/19)2.00Yes (X)$900$0$0
LANDRY CYNTHIA
EXECUTIVE BOARD MEMBER20.00Yes (X)$4,348$0$0
LA ROSSA MARGARET
EXECUTIVE BOARD MEMBER (THRU 3/16/19)20.00Yes (X)$1,207$0$0
MAGANA MICHAEL
EXECUTIVE BOARD MEMBER (THRU 3/16/19)4.00Yes (X)$0$0$0
MEYERS JULIE
EXECUTIVE BOARD MEMBER20.00Yes (X)$6,429$0$0
NILA JESSICA
EXECUTIVE BOARD MEMBER5.00Yes (X)$900$0$0
NOSANOW TODD I
EXECUTIVE BOARD MEMBER12.00Yes (X)$2,400$0$0
ORTEGA DE CUEVAS FELIPE
EXECUTIVE BOARD MEMBER40.00Yes (X)$12,471$0$0
PEREZ CRISTIN
EXECUTIVE BOARD MEMBER (THRU 3/16/19)6.00Yes (X)$0$0$0
POPENUCK THOMAS
EXECUTIVE BOARD MEMBER8.00Yes (X)$4,229$0$0
POWELL HAROLD
EXECUTIVE BOARD MEMBER25.00Yes (X)$2,702$0$0
RIGGLEMAN MERCEDES
EXECUTIVE BOARD MEMBER20.00Yes (X)$3,600$0$0
SANTIAGO ZENAIDA
EXECUTIVE BOARD MEMBER5.00Yes (X)$3,600$0$0
STERN ERIC
EXECUTIVE BOARD MEMBER (THRU 3/16/19)3.00Yes (X)$600$0$0
TAYLOR ROBERT
EXECUTIVE BOARD MEMBER12.00Yes (X)$3,600$0$0
THEOLE RICHARD
EXECUTIVE BOARD MEMBER20.00Yes (X)$0$0$0
VALDEZ ANGEL
EXECUTIVE BOARD MEMBER10.00Yes (X)$8,951$0$0
WALL SANDRA
EXECUTIVE BOARD MEMBER30.00Yes (X)$3,600$0$0
WALTER TAFFIE ANN
EXECUTIVE BOARD MEMBER32.00Yes (X)$2,400$0$0
WISE JAMES
EXECUTIVE BOARD MEMBER5.00Yes (X)$3,600$0$0
WONG JANICE
EXECUTIVE BOARD MEMBER (THRU 3/16/19)4.00Yes (X)$900$0$0
STEAD-MENDEZ JOHN
EXECUTIVE DIRECTOR FIELD & PROGRAMS40.00$157,448$0$57,998Yes (X)
LI ROBERT
HEAD OF OPERATIONS/LABOR RELATIONS40.00$131,967$0$54,502Yes (X)
CANHAM DAVID
DEPUTY DIR OF ADVOCACY & INTERNAL ORG40.00$133,438$0$45,358Yes (X)
MOROWITZ LISA
MEMBER ENGAGEMENT STAFF DEV DIRECTOR40.00$129,532$0$35,972Yes (X)
KLUMB JASON
FIELD DIRECTOR40.00$122,721$0$34,653Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,252,326TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$322,057TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K55IndivRcvdGreaterThan100KCnt
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
1001 MARINA VILLAGE PKWY 200ALAMEDACA94501LEGAL SERVICES$1,040,848
DIAMONDS CONSULTING
3552 LA MESA DRHAYWARDCA94542MEMBER/PROGRAM DEVELOPMENT$120,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEMBERSHIP DUESDesc
Business561000BusinessCd
Total Revenue Column$48,972,951TotalRevenueColumnAmt
Related Or Exempt Func Income$48,972,951RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$48,972,951TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$543,674TotalRevenueColumnAmt
Exclusion$543,674ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$68,813RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$68,813RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$68,813TotalRevenueColumnAmt
Exclusion$68,813ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,566,137SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,456,411SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$109,726SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$109,726TotalRevenueColumnAmt
Exclusion$109,726ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$64,318TotalRevenueColumnAmt
Exclusion$64,318ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$64,318OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,759,482TotalRevenueColumnAmt
Related Or Exempt Func Income$48,972,951RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$786,531ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$220,509TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$726,622TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,999,121TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,391,954TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,043,282TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,284,730TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,015,902TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$184,532TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$77,126TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$72,220TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,228TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$445,280TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,693,983TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,233,264TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$895,785TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$505,091TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$10,382,669TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$291,242TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$199,107TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
CONSTITUENT ACTIVITIES$1,088,921
SUBSCRIPT./PUBLICATIONS$69,263
POLITICAL ACTIVITY$24,942

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$932TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$40,869,705TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$16,818,821BOYAmt
EOY$22,201,910EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,752,287BOYAmt
EOY$12,005,495EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,026,002BOYAmt
EOY$3,567,239EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,495BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,130,605LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,906,782LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,507,733BOYAmt
EOY$4,223,823EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,888,000BOYAmt
EOY$12,545,546EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,576BOYAmt
EOY$6,506EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$46,023,914BOYAmt
EOY$54,550,519EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,756,910BOYAmt
EOY$4,569,525EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$360,797BOYAmt
EOY$404,469EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,117,707BOYAmt
EOY$4,973,994EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$40,906,207BOYAmt
EOY$49,576,525EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,906,207BOYAmt
EOY$49,576,525EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$46,023,914BOYAmt
EOY$54,550,519EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$8,889,777ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,027,581NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,247,040OtherChangesInNetAssetsAmt
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

Section527 Political Org Section527PoliticalOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPaid Internal FundsPaidInternalFundsAmt
CANDIDATE PAC
555 CAPITOL MALL SUITE 1425SACRAMENTOCA95814753236075$616,658
SEIU COPE
1800 MASSACHUSETTS AVE NWWASHINGTONDC20036200859683$68,037
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$6,556,120OtherCostOrOtherBasisAmt
Depreciation$2,906,782DepreciationAmt
Book Value$3,649,338BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,223,823TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$404,469Amt
FieldValueIRS element (for citing)
Total Liability$404,469TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$50,787,063TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,027,581NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,027,581RevenueNotReportedAmt
Revenue Subtotal$49,759,482RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$49,759,482TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$41,824,465TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$954,760OtherExpensesIncludedAmt
Expenses Not Reported$954,760ExpensesNotReportedAmt
Expenses Subtotal$40,869,705ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$40,869,705TotalExpensesPerForm990Amt

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. THE UNION FOLLOWS ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PROVIDES GUIDANCE ON THE RECOGNITION, DE-RECOGNITION AND MEASUREMENT OF BENEFITS RELATED TO AN ENTITY'S UNCERTAIN TAX POSITIONS. MANAGEMENT EVALUATED THE UNION'S TAX POSITIONS AND CONCLUDED THAT THE UNION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS.
PART XII, LINE 2D - OTHER ADJUSTMENTS:PAC EXPENSES 954,760.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
EBASE
1814 FRANKLIN STREET 325OAKLANDCA94612943314108501(C)(3)$10,000DONATION - GALA/DINNER
SEIU LOCAL 73
300 SOUTH ASHLAND AVENUE SUITE 400CHICAGOIL60607361760052501(C)(5)$25,000DONATION - STRIKE SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

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 (6 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
BRYANT JOSEPH
PRESIDENT (EFF. 3/16/19)$105,155$0$0$0$20,401$0$0$0$27,781$0$153,337$0$0$0
STEAD-MENDEZ JOHN
EXECUTIVE DIRECTOR FIELD & PROGRAMS$143,892$0$8,944$0$4,612$0$30,217$0$27,781$0$215,446$0$0$0
LI ROBERT
HEAD OF OPERATIONS/LABOR RELATIONS$127,244$0$0$0$4,723$0$26,721$0$27,781$0$186,469$0$0$0
CANHAM DAVID
DEPUTY DIR OF ADVOCACY & INTERNAL OR$124,688$0$3,750$0$5,000$0$26,184$0$19,174$0$178,796$0$0$0
MOROWITZ LISA
MEMBER ENGAGEMENT STAFF DEV DIRECTOR$120,978$0$3,554$0$5,000$0$25,405$0$10,567$0$165,504$0$0$0
KLUMB JASON
FIELD DIRECTOR$114,699$0$3,345$0$4,677$0$24,086$0$10,567$0$157,374$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 HAS BEEN 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 -954,760. PAC CASH -315,346. PAC ACCRUED EXPENSES 23,066.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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)
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 OrgYes (1)RentalOfFcltsFromOthOrgInd
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 Org0TransferFromOtherOrgInd