2025-11-10T15:45:54-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 208192637 SEIU LOCAL 521 SEIU 4086783300 2302 ZANKER ROAD SAN JOSE CA 95131 DAVID SAILER INTERIM FINANCE DIRECTOR 4086783300 2025-11-10 1 1 ERIN CRANMER P01712644 2023319880 2025-11-10 2024 2025-03-06 01:10:19Z RIKO MENDEZ 2302 ZANKER ROAD SAN JOSE CA 95131 38917248 0 X WWW.SEIU521.ORG X 2007 CA TO IMPROVE THE LIVES OF THE WORKERS AND THEIR FAMILIES BY ORGANIZING AND REPRESENTING THE PUBLIC SECTOR AND PUBLICLY FUNDED WORKERS. IN DOING SO, MEMBERS WIN BETTER CONTRACTS, IMPROVE WORKING CONDITIONS AND IMPROVE THE LIVES OF WORKERS AND THEIR FAMILIES. 38 38 154 0 0 0 189263 175552 33178165 37471431 545990 929337 390205 340928 34303623 38917248 46060 42689 0 0 19257620 21713745 0 0 0 13774700 14735520 33078380 36491954 1225243 2425294 29929238 32306484 8078100 8030052 21851138 24276432 X THE MISSION OF SEIU LOCAL 521 IS TO PROVIDE OUR MEMBERS WITH A VOICE IN THE WORKPLACE,IN THEIR UNION AND IN THE LARGER COMMUNITY. THROUGH OUR ACTIONS, WE INTEND TO CREATE A MORE JUST AND HUMANE SOCIETY. WE ARE COMMITTED TO PROTECTING AND IMPROVING THE LIVES OF WORKERS AND THEIR FAMILIES. WE WILL WORK TO IMPROVE AND PROTECT THE SERVICES WE PROVIDE TO OUR COMMUNITIES. WE BELIEVE THAT BY WORKING TOGETHER AS A UNITED FRONT, WE CAN WIN BETTER CONTRACTS AND BUILD INDUSTRY POWER IN OUR REGION. 0 0 TO PROTECT & PRESERVE THE UNION AS A WHOLE IN THE PERFORMANCE OF IT'S LEGAL AND CONTRACTUAL OBLIGATIONS. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 39 0 1 154 1 1 1 0 0 0 0 0 0 0 X 38 38 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X SEIU LOCAL 521 4086783300 2302 ZANKER ROAD SAN JOSE CA 95131 RIKO MENDEZ CEO 40.00 X X 202393 0 76980 RILEY TALFORD FIRST VICE PRESIDENT 40.00 X X 0 0 0 MULLISSA WILLETTE PRESIDENT 40.00 X X 0 0 0 JAMES HEANEY SECRETARY 40.00 X X 0 0 0 KATHERINE SELOVER TREASURER 40.00 X X 0 0 0 DEBBIE ACOSTA EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 DEREK BAHAMONDES EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ANGELA BALLOU EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LAURA BASUA EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 OCEAN BEVERLY EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LORENA BRIONES EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 YVETTE CARREON EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 JANET DIAZ EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 XAVIER DUPREE EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 MICHAEL FERNWOOD EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 CAROL GARVEY EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 SARAH GIANOCARO EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ROBIN HEBER EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ALEX LESNIAK EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 PATRICIA MORAN EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LASHAKA PLEASANT DAVIS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 JIJOHO SAGBOHAN EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LUCIA SAPIENS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ERIC SCHWARZENTRAUB EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 MERCEDES SEGURA EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 NATASHA SIMS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ANDRE THOMAS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ROBIN WALTERS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 NATISHA WILLIAMS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 MAISHA WILLIS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 CONNIE CHEW EXECUTIVE BOARD DELEGATE ALTERNATE 1.00 X 0 0 0 CATALINA GUEVARA EXECUTIVE BOARD DELEGATE ALTERNATE 1.00 X 0 0 0 ANDRE OLIVEIRA EXECUTIVE BOARD DELEGATE ALTERNATE 1.00 X 0 0 0 KATHERINE O'MALLEY EXECUTIVE BOARD DELEGATE ALTERNATE 1.00 X 0 0 0 GILBERT GARCIA REGION TRUSTEE 1.00 X 0 0 0 ALICIA ALEMAN REGION VICE PRESIDENT 1.00 X 0 0 0 TAMMY DHANOTA REGION VICE PRESIDENT 1.00 X 0 0 0 ALICIA METTERS REGION VICE PRESIDENT 1.00 X 0 0 0 LUCIANNE LATU TRUSTEE AT-LARGE 1.00 X 0 0 0 ROBERT KLIMCZAK CHIEF OF ORGANIZING 40.00 X 163858 0 60348 DEBORAH NARVAEZ EXEC REP TO CEO 40.00 X 163824 0 125883 ADAM URRUTIA POLITICAL DIRECTOR 40.00 X 156002 0 105290 MARLENE VALDEZ INTERNAL ORGANIZER 40.00 X 152935 0 116228 TENEYA JOHNSON DEPUTY COO 40.00 X 146309 0 57874 985321 0 542603 65 0 1 0 WEINBERG ROGER & ROSENFELD 1375 55TH STREET EMERYVILLE CA 94608 LAW FIRM 861003 CLARION RIVER GROUP 223 VALLEY RD MONTCLAIR NJ 07042 CONSULTANT 242500 SARAH ZIMMERMAN 23565 HILLTOP ROAD BUFFALO CREEK CO 80425 CONSULTANT 168276 QUALITY CONTRACTORS 2191 JAMAICA WAY SAN JOSE CA 95122 CONTRACTOR 165025 LOGIC TECHNOLOGY CONSULTING GROUP 370 AMAPOLA AVE SUITE 201 TORRANCE CA 90501 CONSULTANT 120461 5 175552 175552 MEMBER DUES 900099 37471431 37471431 37471431 929337 929337 306876 0 306876 306876 306876 MISCELLANEOUS REVENUE 900099 34052 34052 34052 38917248 37505483 0 1236213 27689 15000 279373 12383543 2557203 5515275 978351 1024000 310379 166617 514997 284364 1317982 426581 539259 318288 6861887 429198 247656 REPRESENTATIONAL ACTIVI 1191445 COMMUNICATIONS 406725 ORGANIZING 291667 OTHER EXPENSES 214902 189573 36491954 13938055 10419817 5353630 11269068 27453 7714 15255925 4646040 10610100 10609885 29929238 32306484 6217876 5937547 1860224 2092505 8078100 8030052 X 21836507 24261801 14631 14631 21851138 24276432 29929238 32306484 2425294 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED SEIU LOCAL 521 CANDIDATE PAC 555 CAPITOL MALL STE 1425 SACRAMENTO CA 95814 770696907 214902 1 0 0 3711371 3711371 9511061 3827672 5683389 197314 79408 117906 1836179 738960 1097219 10609885 VACATION, COMP AND SICK TIME PAYABLE 1904667 CHAPTER FUNDS PAYABLE 80378 OTHER LIABILITIES 107460 2092505 X PART X, LINE 2: THE LOCAL ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE LOCAL PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE LOCAL FILES RETURNS. 1 SCHOLARSHIP AWARDS 10 15000 X 0 0 0 DEBORAH NARVAEZ EXEC REP TO CEO 163824 0 0 0 0 0 37240 0 88643 0 289707 0 0 0 RIKO MENDEZ CEO 202393 0 0 0 0 0 44423 0 32557 0 279373 0 0 0 MARLENE VALDEZ INTERNAL ORGANIZER 152935 0 0 0 0 0 27585 0 88643 0 269163 0 0 0 ADAM URRUTIA POLITICAL DIRECTOR 156002 0 0 0 0 0 28134 0 77156 0 261292 0 0 0 ROBERT KLIMCZAK CHIEF OF ORGANIZING 163858 0 0 0 0 0 36772 0 23576 0 224206 0 0 0 TENEYA JOHNSON DEPUTY COO 146309 0 0 0 0 0 34298 0 23576 0 204183 0 0 0 PART I, LINE 3 BOARD APPROVES CEO'S COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 THE LOCAL UNION IS A MEMBERSHIP BASED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A DUES PAYING MEMBERS ELECT THE OFFICERS AND EXECUTIVE BOARD OF THE LOCAL. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS OF THE LOCAL, ACCORDING TO THE LOCALS BYLAWS AND CONSTITUIONS. FORM 990, PART VI, SECTION B, LINE 11B REVIEW IS PERFORMED BY THE DIRECTOR OF FINANCE AND CHIEF EXECUTIVE OFFICER BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY IF A VIOLATION IS FOUND, THEN APPROPRIATE DISCIPLINARY AND/OR CORRECTIVE ACTION WILL BE TAKEN. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE LOCALS WEBSITE. FORM 990, PART XII, LINE 1: THE MODIFIED CASH BASIS OF ACCOUNTING IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN U.S GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. MOST REVENUE IS RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED, WHILE MOST EXPENSES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN INCURRED. MODIFICATIONS INCLUDE ACCRUED VACATION LIABILITIES, CAPITALIZATION OF PROPERTY AND EQUIPMENT AND RELATED DEPRECIATION EXPENSE AND DEBT RELATED TO THE PURCHASE OF BUILDING AND PROPERTY THAT SERVES AS LOCAL 521'S HEADQUARTERS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SEIU LOCAL 521 CANDIDATE PAC 555 CAPITOL MALL STE 1425 SACRAMENTO CA 95814 770686907 SEPARATE SEGREGATED FUND CA 527 0 SEIU LOCAL 521 INDEPENDENT EXPENDITURE PAC 555 CAPITOL MALL STE 1425 SACRAMENTO CA 95814 770686902 SEPARATE SEGREGATED FUND CA 527 0 SEIU LOCAL 521 ISSUES PAC 555 CAPITOL MALL STE 1425 SACRAMENTO CA 95814 SEPARATE SEGREGATED FUND CA 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0