2016-11-15T16:52:43-06:00 2015-12-31 MILLER KAPLAN ARASE LLP 44 MONTGOMERY ST STE 3701 SAN FRANCISCO CA 941044831 990 2015-01-01 208028546 UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 5 % NANCY ANDERSON UNIT 4089980428 240 S MARKET ST SAN JOSE CA 95113 JOHN A NUNES president 4089980428 2016-11-14 true Catherine Gardner P00350865 4159563600 2015 2017-02-10 21:41:12Z john nunes 28870 mission blvd hayward CA 94594 22977105 false 0278 X N/A X LABOR ORG. 2007 CA SEE SCHEDULE O 32 0 103 0 0 0 0 17639633 18202010 158057 115119 1471679 4169515 19269369 22486644 183533 165468 1300 2000 10090052 8609333 0 0 0 9335308 8621968 19610193 17398769 -340824 5087875 13260152 18231167 4114286 4064730 9145866 14166437 X SEE SCHEDULE O false false SEE SCHEDULE O false false false false false false false false false true true false false true true false true false false false false false false false false false true true true false false false false false false false false false false false true false false true 81 0 true 103 true false false false false false false X 32 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 JOHN A NUNES PRESIDENT 45.0 0.0 X X 172710 0 17318 JOHN LANDES SECRETARY/TREASURER 45.0 0.0 X X 140100 0 17318 Claudette Aldrich EXEC. BOARD/SPUR 1.0 0.0 X X 5649 0 1665 DANIEL COLLINS EXEC. BOARD 1.0 0.0 X X 500 0 0 DELLA M GARCIA EXEC. BOARD/rep. 45.0 0.0 X X 101075 0 17318 Rick Gomez Exec. Board/rep. 1.0 0.0 X X 1000 0 0 Michael K Henneberry EXEC. BOARD/AREA DIR. 45.0 0.0 X X 108075 0 17318 Vicente Herrera EXEC. BOARD (P) 1.0 0.0 X X 100 0 0 dorothy smith EXEC. BOARD (P) 1.0 0.0 X X 300 0 0 PETE MATURINO EXEC. BOARD/REP. 45.0 0.0 X X 112175 0 17318 CARL N NAKANO EXEC. BOARD/AREA DIR. 45.0 0.0 X X 118800 0 17318 EDDIE NODAL EXEC. BOARD (P) 1.0 0.0 X X 700 0 0 LYNDA PARKER EXEC. BOARD 1.0 0.0 X X 200 0 0 ROBERT SIIRILA EXEC. BOARD 1.0 0.0 X X 600 0 0 CARMEN SOTO EXEC. BOARD 1.0 0.0 X X 900 0 0 FRANK TALLERICO EXEC. BOARD/jac instructor 1.0 0.0 X X 3900 0 0 TRACY LYNESS-WOOD EXEC. BOARD 1.0 0.0 X X 1000 0 0 oscar avellan exec. board 1.0 0.0 X X 900 0 0 mark bearry exec. board 1.0 0.0 X X 900 0 0 john bueno exec. board/rep. 45.0 0.0 X X 101675 0 17318 genene capito exec. board 1.0 0.0 X X 900 0 0 marla donati exec. board/rep. 45.0 0.0 X X 105775 0 17318 john frahm exec. board/rep. 45.0 0.0 X X 105983 0 17318 michael frenna exec. board/rep. 45.0 0.0 X X 105983 0 17318 cassandra hunter exec. board 1.0 0.0 X X 500 0 0 michael jones exec. board/rep. 45.0 0.0 X X 101783 0 17318 charlene luchini exec. board 45.0 0.0 X X 14156 0 3230 doreen martinez exec. board 1.0 0.0 X X 900 0 0 oscar orozco exec. board/rep. 45.0 0.0 X X 106275 0 17318 rick otomo exec. board 1.0 0.0 X X 900 0 0 tamara perine recorder/spur 1.0 0.0 X X 800 0 0 matthew reising exec. board 1.0 0.0 X X 800 0 0 ROBIN FREITAS EXEC. BOARD 1.0 0.0 X X 600 0 0 BRIAN PIKE EXEC. BOARD 1.0 0.0 X X 100 0 0 DUSTIN TYSSEN EXEC. BOARD/AREA DIR. 45.0 0.0 X X 106275 0 17318 ANTHONY ALEXANDER POLITICAL DIRECTOR 45.0 0.0 X 128050 0 17318 JOHN ROSSI REPRESENTATIVE 45.0 0.0 X 109508 0 17318 JAMES CORTEZ REPRESENTATIVE 45.0 0.0 X 106475 0 17318 PATRICIA GORDILLO OFFICE MANAGER 45.0 0.0 X 106373 0 17318 LAURIE MESA REPRESENTATIVE 45.0 0.0 X 104575 0 17318 2077970 0 316619 18 false true false Union Automation PO BOX 3356 NAPA CA 94558 IT 301259 pacific printing 1002 south 2nd st SAN JOSE CA 95112 printing 196833 weinberg roger roseNfeld 1001 marina village pkwy ste 200 ALAMEDA CA 94501 LEGAL 173503 WA ROSE CONSTRUCTION INC 481 25TH ST OAKLAND CA 94612 CONSTRUCTION 118510 4 0 MEMBERSHIP DUES 900099 18202010 18202010 18202010 175899 175899 0 0 53460 53460 0 53460 53460 313000 116681 350263 140198 -37263 -23517 -60780 -60780 0 0 0 EMPLOYERS BENEFIT PLAN OF NO. CAL 900099 756718 756718 TRANSFER OF PROPERTY 900099 3225978 3225978 REFUNDS AND REIMBURSEMENTS 900099 27666 27666 105693 105693 4116055 22486644 22318065 168579 157468 8000 0 2000 1753020 0 4806403 408117 1114927 526866 0 215489 66937 0 0 0 109190 46045 1061254 181189 0 383955 244587 0 22750 0 5413930 190363 85376 PER CAPITA TAXES 233466 ORG. & NEG. EXPENSES 209604 PROCESSING FEES 35038 NEWSLETTER EXP. 34394 88401 17398769 353264 2241836 3964157 4390159 0 0 0 0 0 0 0 0 0 0 0 0 160856 1687 8600321 3999257 1427944 4601064 3314392 2896829 4014600 4074653 0 0 0 0 24939 24939 13260152 18231167 65283 77759 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4049003 3986971 4114286 4064730 X 0 0 0 0 9145866 14166437 9145866 14166437 13260152 18231167 5087875 -67304 X X false true X true 808383 808383 6812334 3130960 3681374 956056 844749 111307 23548 23548 4601064 POOLED SEPARATE ACCOUNTS 2161762 F GENERAL INSURANCE CONTRACT 1825209 F FIRST ULB CORP. SHARES 87682 F 4074653 0 DEFERRED COMPENSATION 3986971 3986971 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE 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 (union community r 2102 almaden ste 107 san jose CA 95125 770387535 501(c)(3) 80000 cash value n/a DONATION LABOR FOUNDATION FOR UNION WORKERS 28870 MISSION BLVD HAYWARD CA 94544 475183726 501(C)(3) 20000 CASH VALUE N/A DONATION 2 0 SCHOLARSHIPS 8 8000 CASH VALUE N/A 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. false false false JOHN A NUNES PRESIDENT 172710 4214 13104 190028 JOHN LANDES SECRETARY/TREASURER 140100 4214 13104 157418 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 RESIGNED 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 VIII, LINE 11B: THE OFFICE SPACE THAT THE UNION HAD LEASED, LOCATED AT 240 SOUTH MARKET STREET, SAN JOSE, CALIFORNIA, WAS HELD PER A LONG TERM LEASE WHICH WAS DUE TO EXPIRE IN 2017. THIS SPACE WAS A SMALL PORTION OF A MUCH LARGER PARCEL, WHICH INCLUDED A LOW INCOME HOUSING PROJECT. IN 2015, THE OWNER OF THE PROJECT SOLD THE PROPERTY TO AN UNRELATED THIRD PARTY, WHICH INCLUDED THE SMALL PORTION THAT HAD BEEN LEASED TO THE UNION. THE BUYER OF THE PROJECT AGREED TO TRANSFER TO THE ORGANIZATION THE PORTION OF THE BUILDING, WHICH THE UNION HAD OCCUPIED FOR THE PRICE OF $1. THE SELLER OF THE PROJECT AGREED TO PAY FOR CERTAIN REQUIRED IMPROVEMENTS TO BE MADE AFTER THE TRANSFER THAT ARE BENEFICIAL TO THE PROJECT AS A WHOLE. THE TRANSFER OF THE PROPERTY TO THE UNION WAS COMPLETED IN DECEMBER 2015 AND IS VALUED AT $3,025,978. IN DECEMBER 2015, THE UNION RECEIVED $200,000 FOR THE PROVISION OF SERVICES RELATED TO THE BUYERS DEVELOPMENT OF THE PROJECT. FORM 990, PART XII, LINE 1: MODIFIED CASH BASIS. RETAIL STORE EMPLOYEES BUILDING CORP 240 S MARKET ST SAN JOSE CA 95113 237134096 OWNS REAL EST CA 501(c)(3) 9 na false UFCW LOCAL 5 PAC 240 S MARKET ST SAN JOSE CA 95113 208144387 PAC CA 527 n/a na false UFCW INTERNATIONAL 1175 K STREET 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 true false false false false false true true false