2025-11-10T19:50:49-06:00 2024-12-31 MILLER KAPLAN ARASE LLP 595 MARKET ST STE 920 SAN FRANCISCO CA 941052814 990 2024-01-01 208028546 UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 5 % NANCY ANDERSON UNIT 4089980428 28870 MISSION BLVD HAYWARD CA 94544 JOHN FRAHM PRESIDENT 4089980428 2025-11-06 true true Macgregor Waite P02007191 4159563600 2024 2025-03-06 01:10:19Z JOHN FRAHM 28870 MISSION BLVD HAYWARD CA 94544 22380777 false 0278 X N/A X LABOR ORG. 2007 CA SEE SCHEDULE O 36 0 85 0 0 0 206124 234002 17651173 17530361 145077 829335 964718 1067984 18967092 19661682 145076 113409 0 0 9489472 9995051 0 0 0 9956436 9541679 19590984 19650139 -623892 11543 26001702 24983759 7346727 6242475 18654975 18741284 X SEE SCHEDULE O false false SEE SCHEDULE O false true false false false false false false false true true false false true true true false false false false false false false false false false true false true false false false false false false false false false false false true false false true 114 0 true 85 true false false false false false false false false X 36 0 false false false false true true true true true false false false true true true true true true true false X NANCY ANDERSON 4089980428 240 S MARKET ST SAN JOSE CA 95113 JONATHAN HUGHES EXEC. BOARD/GRIEVANCE DIR. 45.0 0.0 X X 244804 0 20030 JOHN FRAHM PRESIDENT 45.0 0.0 X X 196465 0 20030 OSCAR OROZCO SECRETARY/TREASURER 45.0 0.0 X X 161913 0 20030 JAMES ARABY EXEC. BOARD/CAMPAIGN DIRECTOR 45.0 0.0 X X 130189 0 26292 BAMBI MARIEN EXEC. BOARD/AREA DIR. 45.0 0.0 X X 130789 0 20030 PETE MATURINO EXEC. BOARD/AREA DIR. 45.0 0.0 X X 130189 0 20030 MARLA DONATI EXEC. BOARD/AREA DIR. 45.0 0.0 X X 130189 0 20030 MICHAEL FRENNA EXEC. BOARD/AREA DIR. 0.0 0.0 X X 130189 0 20030 DUSTIN TYSSEN EXEC. BOARD/AREA DIR. 45.0 0.0 X X 130189 0 20030 NANCY ANDERSON COO/HR 45.0 0.0 X 130189 0 20030 ALYSE DAVIDSON BENEFITS DIRECTOR 45.0 0.0 X 128389 0 20030 LAURIE MESA RECORDER/REPRESENTATIVE 45.0 0.0 X X 126728 0 20030 LEON WONG EXEC. BOARD/REPRESENTATIVE 45.0 0.0 X X 117773 0 27013 TONY VARGAS EXEC. BOARD/REPRESENTATIVE 45.0 0.0 X X 117773 0 26166 HERMENEGILDO ROJAS RECORDER/REPRESENTATIVE 45.0 0.0 X X 114581 0 27013 JAMES CORTEZ REPRESENTATIVE 45.0 0.0 X 119774 0 20030 CHARLENE LUCHINI EXEC. BOARD/REPRESENTATIVE 45.0 0.0 X X 137803 0 0 EFRAIN AGUILERA EXEC. BOARD/REPRESENTATIVE 45.0 0.0 X X 137803 0 0 ALFREDO DELGADO EXEC. BOARD/REPRESENTATIVE 45.0 0.0 X X 137803 0 0 KENNETH SCANLAN REPRESENTATIVE 45.0 0.0 X 117773 0 20030 LUIS TUNA REPRESENTATIVE 45.0 0.0 X 117773 0 20030 JAMI MOORE REPRESENTATIVE 45.0 0.0 X 117773 0 20030 KELLY KICK EXEC. BOARD/REP 45.0 0.0 X X 132115 0 0 SAMANTHA WEBSTER EXEC. BOARD/REPRESENTATIVE 45.0 0.0 X X 130955 0 0 DEVIN RAMOS RECORDER/REPRESENTATIVE 45.0 0.0 X X 88983 0 27013 JOSE SALVADOR LOPEZ EXEC. BOARD(TERM)/REP 45.0 0.0 X X 75420 0 10015 RICHARD GOMEZ EXEC. BOARD/REPRESENTATIVE 45.0 0.0 X X 69099 0 10015 NANCY MENDOZA EXEC. BOARD 1.0 0.0 X X 23960 0 0 YVONNW SAAVEDRA EXEC. BOARD 1.0 0.0 X X 16021 0 0 ROBERT SIIRILA EXEC. BOARD 1.0 0.0 X X 2200 0 0 HUONG TRAN NGO EXEC. BOARD 1.0 0.0 X X 2200 0 0 CARMEN SOTO EXEC. BOARD 1.0 0.0 X X 2000 0 0 GENENE CAPITO EXEC. BOARD 1.0 0.0 X X 2000 0 0 CHRISTOPHER TANZI EXEC. BOARD 1.0 0.0 X X 2000 0 0 ANDRE BOWMAN EXEC. BOARD 1.0 0.0 X X 2000 0 0 KARINA MIRANDA EXEC. BOARD 1.0 0.0 X X 2000 0 0 TAMARA PERINE EXEC. BOARD 1.0 0.0 X X 1800 0 0 BRIAN PIKE EXEC. BOARD 1.0 0.0 X X 1600 0 0 DENARD WHITE EXEC. BOARD 1.0 0.0 X X 1600 0 0 JUAN FLORES EXEC. BOARD 1.0 0.0 X X 1400 0 0 MICHAEL MILLS EXEC. BOARD (TERM) 1.0 0.0 X X 600 0 0 CELIA MEJIA EXEC. BOARD 1.0 0.0 X X 400 0 0 3358904 0 433947 30 false true false NETWORK REMEDY INC 4601 LAFAYETTE ST STE 6405 SANTA CLARA CA 95054 IT 229365 WINDSTREAM-PAETEC 4005 N RODNEY PARHAM RD LITTLE ROCK AR 72212 TELECOM 150547 ABM JANITORIAL SERVICES PO BOX 52609 LOS ANGELES CA 90074 JANITORIAL 161239 PITNEY BOWES - GLOBAL FINANCIAL SER PO BOX 981022 BOSTON MA 02298 POSTAGE 125519 XEROX FINANCIAL SERVICES PO BOX 202882 DALLAS TX 75320 EQUIPMENT LEASE 225610 6 234002 234002 DUES, APPLICATIONS, FEES AND FINES 900099 17530361 17530361 0 0 17530361 213657 0 0 213657 0 0 155458 0 155458 0 155458 155458 0 0 505000 2829773 519510 2199585 -14510 630188 615678 0 0 615678 0 0 0 0 0 0 0 0 0 EMPLOYERS BENEFIT PLAN OF NO. CAL 900099 677908 677908 0 0 REFUNDS AND REIMBURSEMENTS 900099 176301 176301 0 0 MISCELLANEOUS INCOME 900099 58317 58317 0 0 912526 19661682 18598345 0 829335 113409 0 0 0 3297726 0 4555660 331901 1234355 575409 0 154191 70939 0 0 0 237537 0 927685 378685 0 697774 298736 0 13236 24875 5134167 0 81633 PER CAPITA TAXES 363036 ORG. & NEG. EXPENSES 306888 NEWSLETTER EXPENSE 32977 DEPRECIATION AND AMORTIZATION 660321 158999 19650139 523548 666441 2428123 3423240 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16815636 7005556 12745213 9810080 4768394 4947189 4823975 5320359 0 0 0 0 712449 816450 26001702 24983759 131055 131621 0 0 0 0 0 0 0 0 0 0 1705874 0 0 0 5509798 6110854 7346727 6242475 X 18654975 18741284 0 0 18654975 18741284 26001702 24983759 11543 74766 X X false true X true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2029983 2029983 14060218 6362553 7697665 701888 619455 82432 23548 23458 0 9810080 POOLED SEPERATE ACCOUNTS 3823064 F GENERAL INSURANCE CONTRACT 1497295 F 5320359 0 DEFERRED COMPENSATION 5320359 RIGHT-OF-USE LEASE LIABILITY 789824 OTHER 671 6110854 X 19736448 74766 74766 19661682 19661682 19650139 19650139 19650139 PART X, LINE 2: THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNION AND RECOGNIZE A TAX LIABILITY IF THE UNION HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE UNION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. true WORKING PARTNERSHIPS USA 2302 ZANKER RD SAN JOSE CA 95131 770387535 501(C)(3) 24000 CASH VALUE N/A DONATION LOVEALL FOUNDATION FOR CHILDREN 4120 DOUGLAS BLVD 306-304 GRANITE BAY CA 95746 680435070 501(C)(3) 6000 CASH VALUE N/A DONATION 2 PART I, LINE 2: ANY ORGANIZATION RECEIVING ASSISTANCE MUST SUBMIT PROPER DOCUMENTATION SUPPORTING ITS ELIGIBILITY TO RECEIVE SUCH ASSISTANCE. ALL REQUESTS FOR ASSISTANCE ARE REVIEWED BY PERSONNEL OF THE LOCAL UNION. X false false false NANCY ANDERSON COO/HR 130189 0 0 0 0 0 5990 0 14040 0 150219 0 PETE MATURINO EXEC. BOARD/AREA DIR. 130189 0 0 0 0 0 5990 0 14040 0 150219 0 MARLA DONATI EXEC. BOARD/AREA DIR. 130189 0 0 0 0 0 5990 0 14040 0 150219 0 JOHN FRAHM PRESIDENT 196465 0 0 0 0 0 5990 0 14040 0 216495 0 MICHAEL FRENNA EXEC. BOARD/AREA DIR. 130189 0 0 0 0 0 5990 0 14040 0 150219 0 OSCAR OROZCO SECRETARY/TREASURER 161913 0 0 0 0 0 5990 0 14040 0 181943 0 DUSTIN TYSSEN EXEC. BOARD/AREA DIR. 130189 0 0 0 0 0 5990 0 14040 0 150219 0 JONATHAN HUGHES EXEC. BOARD/GRIEVANCE DIR. 130789 0 0 0 114015 0 5990 0 14040 0 264834 0 JAMES ARABY EXEC. BOARD/CAMPAIGN DIRECTOR 130189 0 0 0 0 0 5990 0 20302 0 156481 0 BAMBI MARIEN EXEC. BOARD/AREA DIR. 130789 0 0 0 0 0 5990 0 14040 0 150819 0 form 990, part i, line 1 and part iii, lines 1 and 4a: THE PURPOSE OF THE UNION IS TO ORGANIZE WORKERS, WITHIN ITS JURISDICTION INTO A SINGLE ORGANIZATION FOR THE PURPOSE OF COLLECTIVE BARGAINING OF WAGES, HOURS, BENEFITS AND WORKING CONDITIONS; TO RESOLVE GRIEVANCES AND ADVANCE AND SAFEGUARD THE FULL EMPLOYMENT, ECONOMIC SECURITY AND SOCIAL WELFARE OF ITS MEMBERS. FORM 990, PART VI, LINE 6: MEMBERSHIP CONSISTS OF FIVE CATEGORIES: ACTIVE MEMBERS, ASSOCIATE MEMBERS, INCOMING MEMBERS, LIFE MEMBERS AND RETIRED MEMBERS. FORM 990, PART VI, LINE 7A: MEMBERS OF THE GOVERNING BODY ARE ELECTED BY MEMBERS OF THE UNION. FORM 990, PART VI, LINE 7B: MEMBERS OF THE BOARD APPROVE MERGERS, DUES INCREASES AND CHANGES TO THE BY-LAWS. FORM 990, PART VI, LINE 11B: FORM 990 IS REVIEWED BY THE PRESIDENT AND SECRETARY-TREASURER PRIOR TO FILING. FORM 990, PART VI, LINE 12C: A COPY OF THIS POLICY SHALL BE GIVEN TO ALL BOARD MEMBERS, STAFF MEMBERS, VOLUNTEERS OR OTHER KEY STAKEHOLDERS UPON COMMENCEMENT OF SUCH PERSON'S RELATIONSHIP WITH THE UNION OR AT THE OFFICIAL ADOPTION OF STATED POLICY. EACH BOARD MEMBER, OFFICER, STAFF MEMBER, AND VOLUNTEER SHALL SIGN AND DATE THE POLICY AT THE BEGINNING OF HER/HIS TERM OF SERVICE OR EMPLOYMENT AND EACH YEAR THEREAFTER. FAILURE TO SIGN DOES NOT NULLIFY THE POLICY. FORM 990, PART VI, LINES 15A & 15B: SALARIES FOR OFFICERS AND EXECUTIVES ARE RECOMMENDED BY THE PRESIDENT AND APPROVED BY THE EXECUTIVE BOARD. THE APPROVAL IS DOCUMENTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, LINE 19: THE UNION DOES NOT MAKE GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BUT ARE PROVIDED TO MEMBERS UPON REQUEST. FORM 990, PART XII, LINE 1: MODIFIED CASH BASIS. UFCW LOCAL 5 PAC 240 S MARKET ST SAN JOSE CA 95113 208144387 PAC CA 527 n/a na false UFCW INTERNATIONAL 1175 K ST NW WASHINGTON DC 20006 530220586 international DC 501(c)(5) n/a na false LABOR FOUNDATION FOR UNION WORKERS 28870 MISSION BLVD HAYWARD CA 94544 475183276 FOUNDATION CA 501(C)(3) 509(A)(2) NA false false false false false false false false false false false false false false false false false true true false