2025-11-14T18:35:52-06:00 2024-12-31 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2024-01-01 201973983 SEIU UNITED HEALTH CARE WORKERS - WEST LOCAL 2005 SERV 5102511250 560 THOMAS L BERKLEY WAY OAKLAND CA 946121602 STANLEY LYLES VICE PRESIDENT 5102511250 2025-11-14 1 0 MAGA E KISRIEV P01008919 4089988400 2024 2025-03-06 01:10:19Z SEIU UHW LOCAL 2005 DAVE REGAN 560 THOMAS L BERKLEY WAY OAKLAND CA 946121602 145938972 0 X WWW.SEIU-UHW.ORG X 2005 CA REPRESENTATION OF MEMBERS EMPLOYED IN THE HEALTH CARE INDUSTRY REGARDING EMPLOYMENT MATTERS. 237 226 1477 400 0 0 0 0 125395116 140217922 617903 447152 6178959 5226325 132191978 145891399 2000000 2000 124915 0 65149684 72038571 0 0 0 75954100 72344085 143228699 144384656 -11036721 1506743 60640989 66507800 19760029 24116848 40880960 42390952 X SEE SCHEDULE O.SEIU UNITED HEALTHCARE WORKERS - WEST LOCAL 2005 (UHW) IS A LABOR UNION REPRESENTING MEMBERS EMPLOYED IN THE HEALTH CARE INDUSTRY IN CALIFORNIA. UHW PROMOTES AND DEVELOPS THE SECURING OF ECONOMIC ADVANTAGES, INCLUDING BETTER WAGES, HOURS AND WORKING CONDITIONS, THROUGH ORGANIZING THE UNORGANIZED, COLLECTIVE BARGAINING, LEGISLATIVE AND POLITICAL ACTION AND THE UTILIZATION OF OTHER LAWFUL MEANS.OUR MISSION IS TO BUILD A WORKER'S ORGANIZATION DEDICATED TO BEING A POWERFUL FORCE TO CHANGE WORKERS' LIVES AND FIGHT FOR SOCIAL AND ECONOMIC JUSTICE. OUR VISION OF A WORKER'S ORGANIZATION IS ONE IN WHICH THERE IS AN EXPECTATION THAT MEMBERS LEAD AND DECIDE TOGETHER; ONE IN WHICH CONFLICT IS EMBRACED AS HEALTHY, NECESSARY, AND AN INEVITABLE PART OF MAKING POSITIVE CHANGE; AND ONE IN WHICH THE UNION'S INTEGRITYIS BEYOND REPROACH.OUR PURPOSE IS TO PROMOTE BETTER WORKING CONDITIONS AND A BETTER FUTURE FOR OUR MEMBERS AND ALL WORKING PEOPLE. IT IS OUR OBJECTIVE TO BUILD A STRONG AND MO 0 0 0 0 0 THE ORGANIZATION REPRESENTS 126,856 MEMBERS IN CALIFORNIA. IT PROVIDES REPRESENTATION FOR ITS MEMBERS THROUGH COLLECTIVE BARGAINING AND GRIEVANCE ASSISTANCE TO SECURE BETTER WORKING CONDITIONS AND IMPROVED WAGES AND BENEFITS. IN ADDITION, THE ORGANIZATION ENCOURAGES AND SUPPORTS ITS MEMBERS VOLUNTEER PARTICIPATION AS HEALTHCARE WORKERS ON ACTIVITIES RELATED TO IMPROVING HEALTH CONDITIONS OF THE GENERAL POPULATION. 0 0 1 1 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 117 0 1 1477 1 0 0 0 0 0 0 0 0 X 237 226 0 0 0 1 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA AZ X JOE WIEBELHAUS 5102511250 560 THOMAS L BERKLEY WAY OAKLAND CA 946121602 X DAVE REGAN PRESIDENT 40.00 4.00 X X 287468 0 132795 STANLEY LYLES VICE PRESIDENT 40.00 4.00 X X 219801 0 60575 CHOKRI BENSAID EXEC COMMITTEE-UNION-WIDE 40.00 4.00 X 207642 0 69427 SUZANNE JIMENEZ EXEC COMMITTEE-UNION-WIDE 40.00 0.00 X 205201 0 63223 HORTENCIA ARMENDARIZ EXEC COMMITTEE-UNION-WIDE 40.00 0.00 X 198496 0 39405 CASS GUALVEZ EXEC COMMITTEE-UNION-WIDE 40.00 0.00 X 193473 0 69416 VICKI JACKSON EXEC COMMITTEE-UNION-WIDE 2.00 0.00 X 193641 0 55742 MANDY MOORE EXECUTIVE BOARD (THRU 12/19/24) 2.00 0.00 X 122822 0 24537 MONIQUE OZIER EXECUTIVE BOARD (THRU 6/21/24) 2.00 0.00 X 117051 0 57755 MAYRA CASTANEDA EXECUTIVE BOARD (THRU 12/20/24) 2.00 0.00 X 109183 0 0 SONIA PELLERIN EXECUTIVE BOARD (THRU 12/19/24) 2.00 0.00 X 107021 0 22732 TERESA ROMAN EXECUTIVE BOARD 2.00 0.00 X 97807 0 31491 KIMON CHRISTOPHER EXECUTIVE BOARD 2.00 0.00 X 99120 0 20113 LORI PIMENTEL EXECUTIVE COMMITTEE 2.00 0.00 X 88797 0 0 LILLIE LOYD EXECUTIVE BOARD 2.00 0.00 X 83045 0 16674 GABRIEL MONTOYA EXEC COMMITTEE-UNION-WIDE 2.00 0.00 X 78214 0 30402 ADOLFO MORALES EXECUTIVE BOARD 2.00 0.00 X 68935 0 14137 JOSEPH BROWN EXECUTIVE COMMITTEE 2.00 0.00 X 59608 0 0 STEVE NORRIS EXECUTIVE BOARD 2.00 0.00 X 56341 0 0 DOMINIQUE MINTO EXECUTIVE BOARD 2.00 0.00 X 54433 0 0 BRIDGETTE LAMERE EXECUTIVE BOARD 2.00 0.00 X 53072 0 0 PRECIOUS GOURDINE EXECUTIVE BOARD (THRU 6/21/24) 2.00 0.00 X 56326 0 22753 RENEE SALAS EXECUTIVE BOARD (THRU 8/19/24) 2.00 0.00 X 49313 0 37962 ADRIANA RUGELES ORTIZ EXECUTIVE BOARD 2.00 0.00 X 44179 0 0 ERICA CHINCHILLA EXECUTIVE BOARD 2.00 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0.00 X 0 0 0 VILMA MORAN EXECUTIVE BOARD 2.00 0.00 X 0 0 0 MILTON MORATAYA EXECUTIVE COMMITTEE 2.00 0.00 X 0 0 0 TROY MOUTON EXECUTIVE BOARD 2.00 0.00 X 0 0 0 FRANSISCO NARANJO EXECUTIVE BOARD 2.00 0.00 X 0 0 0 YOLANDA NAVARRO EXECUTIVE BOARD 2.00 0.00 X 0 0 0 DENESE OWEN EXECUTIVE COMMITTEE 2.00 0.00 X 0 0 0 ROBERTO PADILLA EXECUTIVE BOARD 2.00 0.00 X 0 0 0 BRIAN RAMOS MONARREZ EXECUTIVE BOARD 2.00 0.00 X 0 0 0 PAULINA RIVAS ESPINO EXECUTIVE BOARD 2.00 0.00 X 0 0 0 ALBERTA ROBINSON EXECUTIVE BOARD 2.00 0.00 X 0 0 0 JUNCARLOS RODRIGUEZ EXECUTIVE BOARD 2.00 0.00 X 0 0 0 LORRAINE ROWE KAISER RETIREE 2.00 0.00 X 0 0 0 LISA SANTANA EXECUTIVE BOARD 2.00 0.00 X 0 0 0 LILIBETH SANTIAGO-JONES EXECUTIVE BOARD 2.00 0.00 X 0 0 0 ANNIE SHANKAR FINANCE OFFICER 2.00 0.00 X 0 0 0 STEFAN SHERMAN EXECUTIVE BOARD 2.00 0.00 X 0 0 0 NANCY SILVA EXECUTIVE BOARD 2.00 0.00 X 0 0 0 BARBARA STAUSS EXECUTIVE BOARD 2.00 0.00 X 0 0 0 SOMKHIT THONGBAN EXECUTIVE BOARD 2.00 0.00 X 0 0 0 JENNIFER TOMLINSON EXECUTIVE 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INC SALESFORCE TOWER 415 MISSION STREET SAN FRANCISCO CA 94105 CLOUD SERVICES 663416 FEINBERG JACKSON WORTHMAN & WASOW LLP 383 4TH STREET SUITE 201 OAKLAND CA 94607 LEGAL COUNSEL 466330 30 MEMBER DUES & FEES 900099 140217922 140217922 140217922 447152 447152 47573 47573 0 REBATES/REIMBURSEMENTS 561000 4481426 4481426 OTHER INCOME 900099 744899 744899 5226325 145891399 145444247 0 447152 2000 4942542 41114338 8542393 13570020 3869278 2110428 173705 29651 4292386 3267563 2246697 11930935 7316097 78009 21256644 398551 252263 SOLIDARITY CONTRIBUTION 12531062 NEGOTIATION, CAMPAIGN & 6286409 EQUIP RENTAL AND MAINTE 167685 SPECIAL ASSESSMENTS 6000 144384656 5452876 11536408 38743337 34980406 12102 968815 0 2700000 613253 795788 9198239 5162333 4423068 4035906 459819 463069 10936534 11027408 60640989 66507800 9761378 13456961 2054000 2398000 888442 1016072 1911320 1703231 5144889 5542584 19760029 24116848 X 37026768 38394400 3854192 3996552 40880960 42390952 60640989 66507800 1506743 3249 0 X 0 1 X 1 0 0 0 SEIU UHW-WEST PAC 555 CAPITAL MALL SACRAMENTO CA 958144602 680444433 0 2353984 1 1 0 0 1 X 1955492 1955492 1314652 975033 339619 2952327 1912082 1040245 2975768 2275218 700550 4035906 DUES RECEIVABLE FROM MEMBERS 4285599 INVESTMENT IN UNITY HEALTH CARE WORKERS CORPORATION 4372178 CREDIT CARD RESERVE 53 LEASE DEPOSITS 57564 RECEIVABLE FROM PIC 280 RECEIVABLE FROM RESERVE 9074 OPERATING LEASE RIGHT-OF-USE ASSETS 2298552 RECEIVABLE FROM UNITY HEALTH CARE WORKERS CORPORATION 4108 11027408 PER CAPITA TAXES PAYABLE TO INTERNATIONAL UNION 3223999 OPERATING LEASE LIABILITIES 2318585 5542584 X PART IV, LINE 2B: THE ORGANIZATION HAS ONE ESCROW ACCOUNT FOR BECK HUDSON MEMBERS. THIS FUND WAS CREATED FOR DEALING WITH POTENTIAL DUES RATE CHALLENGES. PART X, LINE 2: UHW - WEST IS EXEMPT FROM INCOME TAXES ON RELATED BUSINESS INCOME PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(5) AND THE APPLICABLE STATE OF CALIFORNIA CODE SECTION. MANAGEMENT EVALUATED THE LOCAL'S TAX POSITIONS AND CONCLUDED THAT THE LOCAL HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X 0 0 0 DAVE REGAN PRESIDENT 281081 0 0 0 6387 0 59027 0 73768 0 420263 0 0 0 NATHAN SELZER DIRECTOR 186499 0 0 0 207 0 39165 0 73768 0 299639 0 0 0 DAVID MILLER DIRECTOR 205762 0 0 0 10965 0 43210 0 30635 0 290572 0 0 0 STANLEY LYLES VICE PRESIDENT 212658 0 0 0 7143 0 39165 0 21410 0 280376 0 0 0 CHOKRI BENSAID EXEC COMMITTEE-UNION-WIDE 201507 0 0 0 6135 0 39176 0 30251 0 277069 0 0 0 GUSTAVO MEDINA DIRECTOR 184647 0 0 0 6975 0 38776 0 46220 0 276618 0 0 0 SUZANNE JIMENEZ EXEC COMMITTEE-UNION-WIDE 199111 0 0 0 6090 0 41813 0 21410 0 268424 0 0 0 CASS GUALVEZ EXEC COMMITTEE-UNION-WIDE 186498 0 0 0 6975 0 39165 0 30251 0 262889 0 0 0 VICKI JACKSON EXEC COMMITTEE-UNION-WIDE 186498 0 0 0 7143 0 39165 0 16577 0 249383 0 0 0 SANDRA LEYVA DIRECTOR 175226 0 0 0 6387 0 36112 0 30251 0 247976 0 0 0 DULCE ARMENDARIZ DIRECTOR 174243 0 0 0 6090 0 33870 0 30251 0 244454 0 0 0 HORTENCIA ARMENDARIZ EXEC COMMITTEE-UNION-WIDE 187643 0 0 0 10853 0 39405 0 0 0 237901 0 0 0 GRISELL RODRIGUEZ DIRECTOR 169146 0 0 0 440 0 34868 0 30251 0 234705 0 0 0 JASON CAPELL ASSISTANT DIRECTOR 158459 0 0 0 6135 0 33276 0 21410 0 219280 0 0 0 FLANNERY HAUCK DIRECTOR 163772 0 0 0 6387 0 34392 0 10760 0 215311 0 0 0 MONIQUE OZIER EXECUTIVE BOARD (THRU 6/21/24) 113640 0 0 0 3411 0 23864 0 33891 0 174806 0 0 0 FORM 990, PART VI, SECTION A, LINE 5 IN AUGUST 2024, THE LOCAL BECAME AWARE IT WAS THE VICTIM OF A CRIMINAL EMAIL PHISHING SCHEME. AS A RESULT OF THE SCHEME, A TOTAL OF $1,945,000 WAS FRAUDULENTLY MISAPPROPRIATED FROM THE LOCAL. IN AN EFFORT TO RECOVER THE FUNDS, THE LOCAL IMMEDIATELY NOTIFIED THE APPROPRIATE LAW ENFORCEMENT AUTHORITIES AS WELL AS ITS BANKS. AS OF THE FILING DATE OF THIS 990, AND AS A RESULT OF THE LOCAL'S ACTIONS, A TOTAL OF $693,613 WAS RECOVERED IN 2024, AS WELL AS $92,923 IN 2025. THE LOCAL ALSO CONTRACTED WITH AN INDEPENDENT ACCOUNTING FIRM TO INVESTIGATE THE FRAUDULENT TRANSACTIONS AND IMPLEMENTED IMPROVED SAFEGUARDS TO PREVENT AGAINST ANY FUTURE ATTACKS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO MAY VOTE TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE EXECUTIVE BOARD, WHICH IS THE GOVERNING BOARD OF THE UNION, MUST BE ELECTED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE DIRECTOR OF FINANCE. THE DIRECTOR OF FINANCE RECEIVED LEGAL REVIEW AND PROVIDED THE FORM 990 TO UNION OFFICERS FOR REVIEW. THE FORM 990 WAS SIGNED BY EITHER THE PRESIDENT OR VICE PRESIDENT. THE EXECUTIVE BOARD WAS INFORMED AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF MUST DISCLOSE ANY CONFLICT OF INTEREST AS PER CURRENT UHW POLICY THAT ALSO APPLIES TO UNITY HEALTHCARE WORKERS CORPORATION. ACCOUNTING WOULD REPORT TO THE UHW CHIEF OF STAFF, PRESIDENT AND/OR VICE PRESIDENT ANY APPARENT CONFLICT OF INTEREST FOUND. IN A CONFIDENTIAL MANNER, THE OUTSIDE ETHICS OFFICERS AND THE IN-HOUSE OMBUDSPERSON INVESTIGATE/PROCESS ANY COMPLAINT ABOUT CONFLICTS OF INTEREST SUBMITTED BY ANY MEMBERS OR STAFF. THE POLICY PROVIDES PROTECTION AGAINST RETALIATION AND ENSURE CONFIDENTIALITY OF THE REPORTS. FORM 990, PART VI, SECTION B, LINE 15 AS PART OF THE ANNUAL BUDGET PROCESS, COMPENSATION FOR OFFICERS, DIRECTORS/TRUSTEES, AND KEY EMPLOYEE IS EVALUATED BY THE BUDGET COMMITTEE. THIS IS DONE BASED ON A SURVEY OF COMPENSATION OF SIMILAR ENTITIES (TYPE, ASSETS, NUMBER OF EMPLOYEES, ETC) AND FROM INFORMATION AVAILABLE FROM FILED 990 FORMS AND LM2'S FORMS FOR THOSE ENTITIES. ANY CHANGE ON SALARIES OF OFFICERS, DIRECTORS/TRUSTEES, AND KEY EMPLOYEES IS APPROVED BY THE BOARD BASED ON THE RECOMMENDATION OF THE BUDGET COMMITTEE, ETHICS AND FINANCIAL OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE WITH TRANSLATIONS TO SPANISH, CHINESE, HMONG AND RUSSIAN. COPIES OF FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST TO THE VICE-PRESIDENT OF THE ORGANIZATION; REQUESTS ARE QUICKLY RESPONDED. ALL DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART VII, LINE 1A: CERTAIN BOARD MEMBERS RECEIVED COMPENSATION FOR THEIR SERVICES IN ADDITION TO SERVING AS BOARD MEMBERS. UNITY HEALTH CARE WORKERS CORPORATION 560 THOMAS L BERKLEY WAY OAKLAND CA 94612 943136667 REAL ESTATE HOLDINGS CA 501(C)(2) SEIU UHW WEST - LOCAL 2005 1 SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 399 560 THOMAS L BERKLEY WAY OAKLAND CA 94612 951498052 LABOR UNION CA 501(C)(5) SEIU UHW WEST - LOCAL 2005 1 SEIU UNITED HEALTHCARE WORKERS WEST-POLITICAL ACTION COMMITTEE 555 CAPITAL MALL SUITE 125 SACRAMENTO CA 95814 680444433 POLITICAL ORGANIZATION CA 527 SEIU UHW WEST - LOCAL 2005 1 SEIU UNITED HEALTHCARE WORKERS - WEST'S RELIEF FUND 560 THOMAS L BERKLEY WAY OAKLAND CA 94612 832487422 NATURAL DISASTER RELIEF ASSISTANCE CA 501(C)(3) LINE 7 SEIU UHW WEST - LOCAL 2005 1 ARIZONANS FED UP WITH FAILING HEALTHCARE - HEALTHCARE RISING AZ 777 S FIGUEROA ST LOS ANGELES CA 90017 843124612 PROMOTE THE HEALTHCARE-RELATED INITIATIVES AZ 501(C)(4) SEIU UHW WEST - LOCAL 2005 1 RACHEL BRICKMAN BENEVOLENCE AND SCHOLARSHIP FUND 560 THOMAS L BERKLEY WAY OAKLAND CA 94612 873747469 PROVIDE EDUCATIONAL SCHOLARSHIPS CA 501(C)(3) LINE 7 SEIU UHW WEST - LOCAL 2005 1 1 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 1 ARIZONANS FED UP WITH FAILING HEALTHCARE - HEALTHCARE RISING AZ D 2700000 CASH UNITY HEALTHCARE WORKERS CORP E 635698 CASH UNITY HEALTHCARE WORKERS CORP K 732219 CASH UNITY HEALTHCARE WORKERS CORP R 54000 CASH SEIU UNITED HEALTHCARE WORKERS WEST-POLITICAL ACTION COMMITTEE R 2353984 CASH