2018-11-13T20:18:28-06:00 2017-12-31 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2017-01-01 205893698 SEIU LOCAL 1021 SEIU 5103509814 447 29TH STREET OAKLAND CA 94609 AMOS EATON TREASURER 5103504527 2018-11-13 1 MAGA E KISRIEV P01008919 4157810793 12.201.129.210 2018-11-13 19:04:42 PS P BB12664BE1E3D4BC08488640412F20C0F7A39D48 FB03248700C55E7316312EA5AE12D7916242AABD 2017 2019-02-21 02:37:17Z AMOS EATON 447 29TH STREET OAKLAND CA 94609 54548048 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 33 278 33 0 0 0 0 48853272 51580584 85865 167874 118634 28742 49057771 51777200 176986 266912 0 0 22869349 22713297 0 0 0 21102930 21390650 44149265 44370859 4908506 7406341 31226263 38939124 5673364 6234216 25552899 32704908 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 48,435 MEMBERS AND 9,738 AGENCY FEE PAYERS.AS PART OF A SEIU STATEWIDE REORGANIZATION, THIS UNION WAS ESTABLISHED TO MERGE THE OPERATIONS OF SEVERAL NORTHERN CALIFORNIA SEIU LOCALS. ASSETS FROM ALL LEGACY LOCALS HAVE BEEN TRANSFERRED TO SEIU LOCAL 1021 THROUGH DECEMBER 31, 2017. 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 0 0 1 79 0 1 278 1 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 X KARIN HENDRICKSON 5103509828 447 29TH STREET OAKLAND CA 94609 SANCHEZ ROXANNE PRESIDENT 40.00 X X 99234 0 14707 ALEXANDER ALYSABETH VICE PRESIDENT - POLITICS 40.00 X X 67510 0 31720 BRYANT JOSEPH VICE PRESIDENT-REGION D 50.00 X X 102716 0 0 JIMENEZ GARY F VICE PRESIDENT-REGION C 40.00 X X 17724 0 9275 POPENUCK THOMAS VICE PRESIDENT-REGION B 40.00 X X 49564 0 24786 RUTHERFORD THERESA VICE PRESIDENT-RESPRESENTA 50.00 X X 86745 0 32509 SANTIAGO ZENAIDA VICE PRESIDENT-REGION A 4.00 X X 3600 0 0 TEON-NICOLS RAMSES VICE PRESIDENT-ORGANIZING 40.00 X X 67510 0 20910 WILLIAMS MARCUS C VICE PRESIDENT-REGION E 4.00 X X 3600 0 0 EATON AMOS TREASURER 50.00 X X 3600 0 0 CAULFIELD-SCHARDT JANET SECRETARY 15.00 X X 4291 0 0 ALBERT PETER H EXECUTIVE BOARD MEMBER 4.00 X 300 0 0 ARANTES JOAO EXECUTIVE BOARD MEMBER 40.00 X 8400 0 0 BIBB AKBAR EXECUTIVE BOARD MEMBER 4.00 X 3600 0 0 BOUTTE DERRICK EXECUTIVE BOARD MEMBER 4.00 X 3600 0 0 BOWSER LORRAINE EXECUTIVE BOARD MEMBER 4.00 X 3803 0 0 BREAKFIELDTHERESA THRU 317 EXECUTIVE BOARD MEMBER 4.00 X 900 0 0 BROUSSARD MONIQUE EXECUTIVE BOARD MEMBER 4.00 X 900 0 0 CAVNESS KATHRYN THRU 12117 EXECUTIVE BOARD MEMBER 4.00 X 3300 0 0 COOPER NORLISSA EXECUTIVE BOARD MEMBER 4.00 X 4458 0 0 CORREA GREGORY L EXECUTIVE BOARD MEMBER 18.00 X 3600 0 0 CURIEL EVELYN EXECUTIVE BOARD MEMBER 20.00 X 3600 0 0 DAVIS RHEA EXECUTIVE BOARD MEMBER 40.00 X 8400 0 0 DIEP TINA EXECUTIVE BOARD MEMBER 4.00 X 900 0 0 DUNCAN MARY EILEEN EXECUTIVE BOARD MEMBER 5.00 X 3600 0 0 FAUCETT KARLA EXECUTIVE BOARD MEMBER 4.00 X 3600 0 0 FERNANDEZ ALFRED EXECUTIVE BOARD MEMBER 4.00 X 23440 0 0 HAINES-CARMICKLE GENEVA D EXECUTIVE BOARD MEMBER 5.00 X 3600 0 0 HARDY DELFINIA EXECUTIVE BOARD MEMBER 40.00 X 90553 0 9972 JAMEYSON DANIEL EXECUTIVE BOARD MEMBER 8.00 X 3600 0 0 LA ROSSA MARGARET EXECUTIVE BOARD MEMBER 20.00 X 6034 0 0 LANDRY CYNTHIA EXECUTIVE BOARD MEMBER 20.00 X 600 0 0 MAGANA MICHAEL START 717 EXECUTIVE BOARD MEMBER 4.00 X 1500 0 0 MEDINA OMAR THRU 417 EXECUTIVE BOARD MEMBER 4.00 X 900 0 0 MEYERS JULIE EXECUTIVE BOARD MEMBER 4.00 X 6439 0 0 ORTEGA DE CUEVAS FELIPE EXECUTIVE BOARD MEMBER 40.00 X 12403 0 0 PARK YEON EXECUTIVE BOARD MEMBER 20.00 X 7487 0 0 PEREZCRISTIN EXECUTIVE BOARD MEMBER 5.00 X 6000 0 0 RIGGLEMAN MERCEDES EXECUTIVE BOARD MEMBER 15.00 X 334 0 0 SANDBERG MARY LEE EXECUTIVE BOARD MEMBER 4.00 X 3600 0 0 STERN ERIC EXECUTIVE BOARD MEMBER 4.00 X 4194 0 0 TAYLOR ROBERT EXECUTIVE BOARD MEMBER 19.00 X 3600 0 0 VALDEZ ANGEL EXECUTIVE BOARD MEMBER 10.00 X 8861 0 0 WALL SANDRA START 717 EXECUTIVE BOARD MEMBER 4.00 X 1500 0 0 WISE JAMES EXECUTIVE BOARD MEMBER 4.00 X 3600 0 0 WONG JANICE EXECUTIVE BOARD MEMBER 4.00 X 5628 0 0 STEAD-MENDEZ JOHN EXECUTIVE DIRECTOR 40.00 X 132646 0 49394 SCHAPIRO SETH HEAD OF OPERATIONS & LABOR 40.00 X 137325 0 47972 LYNCH KRISTIN DEPUTY DIRECTOR FOR EXTERN 40.00 X 139009 0 55153 MOROWITZ LISA MBR ENGMNT/STAFF DEVLPMT D 40.00 X 122300 0 34648 OBLIGACION NELY DEPUTY DIRECTOR OF INTERNAL ORGANIZING 40.00 X 126072 0 35402 1410280 0 366448 32 0 1 0 WEINBERG ROGER & ROSENFELD 1001 MARINA VILLAGE PKWY 200 ALAMEDA CA 94501 LEGAL SERVICES 754092 COMMUNITY AT WORK 1 TUBBS STREET SAN FRANCISCO CA 94107 MEMBER/PROGRAM DEVELOPMENT 153150 TELEGRAPH LLC 1611 TELEGRAPH AVE STE 1115 OAKLAND CA 94612 MEDIA CONSULTANT 108276 3 MEMBERSHIP DUES 561000 51580584 51580584 51580584 90626 90626 20702 0 20702 20702 20702 2848096 2770848 77248 77248 77248 MISCELLANEOUS 900099 8040 8040 8040 51777200 51580584 0 196616 266912 896808 13911571 2714023 3491112 1699783 938376 94788 38817 167999 10837 529097 812071 3176940 1031660 482507 99171 12003436 310011 164254 CONSTITUENT ACTIVITIES 1474895 SUBSCRIPT./PUBLICATIONS 51602 4189 44370859 9157745 10532406 11670106 14974977 2834292 3558760 7056299 2345663 4934075 4710636 2619892 5138026 10153 24319 31226263 38939124 3597284 4017686 2006334 1919639 69746 296891 5673364 6234216 X 25552899 32704908 25552899 32704908 31226263 38939124 X 7406341 435137 -689469 X 0 1 X 1 0 CANDIDATE PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 753236075 400000 SEIU COPE 1800 MASSACHUSETTS AVE NW WASHINGTON DC 20036 200859683 58519 1 1 0 574485 574485 6481814 2345663 4136151 4710636 DEFERRED RENT 296891 296891 X 52212337 435137 435137 51777200 0 51777200 44824268 453409 453409 44370859 0 44370859 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 453,409. 1 RICHMOND PROGRESSIVE ALLIANCE 2540 MACDONALD AVENUE RICHMOND CA 94804 371777173 501(C)(4) 5000 SUPPORT CAUSE MOVEMENT STRATEGY CENTER 570 14TH ST SUITE 6 OAKLAND CA 94612 201037643 501(C)(3) 5000 SUPPORT CAUSE ASIAN HEALTH SERVICES 818 WEBSTER STREET OAKLAND CA 94607 942235908 501(C)(3) 5000 DONATION - GALA/DINNER EBASE 1814 FRANKLIN STREET 325 OAKLAND CA 94612 943314108 501(C)(3) 5000 DONATION - GALA/DINNER USLAW - US LABOR AGAINST THE WAR 1718 M STR NW 153 WASHINGTON DC 20036 593795492 501(C)(4) 6250 SUPPORT CAUSE CENTRAL LABOR COUNCIL OF CONTRA COSTA COUNTY 1333 PINE STREET MARTINEZ CA 94553 940402674 501(C)(5) 10000 DONATION - GALA/DINNER NORTH BAY LABOR COUNCIL 2525 CLEVELAND AVE SUITE A SANTA ROSA CA 95403 941750667 501(C)(5) 10000 SUPPORT CAUSE CHINESE PROGRESSIVE ASSOCIATION 1042 GRANT AVE 5TH FLOOR SAN FRANCISCO CA 94133 237404756 501(C)(3) 10000 DONATION - GALA/DINNER SEIU CALIFORNIA STATE COUNCIL (PER CAPITA) 1130 K STREET SUITE 300 SACRAMENTO CA 95814 956062521 501(C)(5) 100000 DONATION - FIRE RELIEF 4 5 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 0 0 0 STEAD-MENDEZ JOHN EXECUTIVE DIRECTOR 127646 0 0 0 5000 0 25529 0 23865 0 182040 0 0 0 SCHAPIRO SETH HEAD OF OPERATIONS & LABOR 132325 0 0 0 5000 0 26465 0 21507 0 185297 0 0 0 LYNCH KRISTIN DEPUTY DIRECTOR FOR EXTERN 134009 0 0 0 5000 0 26802 0 28351 0 194162 0 0 0 MOROWITZ LISA MBR ENGMNT/STAFF DEVLPMT D 117300 0 0 0 5000 0 23460 0 11188 0 156948 0 0 0 OBLIGACION NELY DEPUTY DIRECTOR OF INTERNAL ORGANIZI 121072 0 0 0 5000 0 24214 0 11188 0 161474 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 HAS BEEN (OR WILL BE) REVIEWED BY THE TREASURER BUT NOT BY THE COMMITTEE BEFORE 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 -453,409. PAC CASH -262,514. PAC ACCRUED EXPENSES 26,454. 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 SEIU LOCAL 1021 CANDIDATE PAC R 400000 CASH