2015-11-13T16:14:56-06:00 2014-12-31 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2014-01-01 205893698 SEIU LOCAL 1021 SEIU 5103509814 447 29TH STREET OAKLAND CA 94609 PAUL CAMARILLO TREASURER 5103504527 2015-11-10 1 MAGA E KISRIEV P01008919 4157810793 2014 2016-04-25 22:37:26Z PAUL CAMARILLO 447 29TH STREET OAKLAND CA 94609 45708360 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. 47 34 343 6 0 0 0 0 43016157 44616721 102891 232365 943917 92388 44062965 44941474 48321 57250 0 0 21173115 22008779 0 0 0 20106769 19836342 41328205 41902371 2734760 3039103 26968230 28584527 6208407 6037556 20759823 22546971 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 41,853 MEMBERS AND 13,299 AGENCY FEE PAYERS. AS PART OF A SEIU STATEWIDE REORGANIZATION, THIS UNION WAS ESTABLISHED TO MERGE THE OPERATIONS OF SEVERAL NORTHERN CALIFORNIA SEIU LOCALS. AS OF 12/31/2014, THE MERGER OF THESE ENTITIES WAS STILL IN PROCESS. ASSETS AND RESPONSIBILITIES ARE CONTINUING TO TRANSFER TO SEIU LOCAL 1021. 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 94 0 1 343 1 0 0 0 0 0 0 X 47 34 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 0 CA X ALMI BUSH 5103509814 447 29TH STREET OAKLAND CA 94609 BUCKLIN SABRINA EXECUTIVE BOARD MEMB.(THRU 10/30/14) 5.00 X X 0 0 0 CHADWICK GAYLE EXECUTIVE BOARD MEMBER 5.00 X X 0 0 0 PENA RENATO EXECUTIVE BOARD MEMBER 5.00 X X 0 0 0 RIGGLEMAN MERCEDES EXECUTIVE BOARD MEMBER 5.00 X X 0 0 0 ROACH NADEEN EXECUTIVE BOARD MEMBER 5.00 X X 0 0 0 SANTIAGO Z SUNNY EXECUTIVE BOARD MEMBER 5.00 X X 0 0 0 ALEXANDER ALYSABETH VICE PRESIDENT - POLITICS 40.00 X X 62400 0 0 BRADSHAW LARRY VICE PRESIDENT-REGION D 40.00 X X 85041 0 0 CAMARILLO PAUL TREASURER 10.00 X X 12450 0 0 HOLMES-MORTON PAMELA SECRETARY 5.00 X X 2400 0 0 JIMENEZ GARY F VICE PRESIDENT-REGION C 5.00 X X 31615 0 5040 JOHNSON CRAWFORD L VICE PRESIDENT-REGION A 5.00 X X 2400 0 0 JOUBERT KAREN VICE PRESIDENT-REPRESENTATION 40.00 X X 74075 0 12902 POPENUCK THOMAS VICE PRESIDENT-REGION B 5.00 X X 4701 0 0 SANCHEZ ROXANNE PRESIDENT 40.00 X X 83520 0 12624 TEON-NICOLS RAMSES VICE PRESIDENT-ORGANIZING 40.00 X X 62400 0 10800 WILLIAMS MARCUS C VICE PRESIDENT-REGION E 5.00 X X 2400 0 0 AGBUNAG PRISCILLA EXECUTIVE BOARD MEMBER 5.00 X 5117 0 0 ALBERT PETER H EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 ATWELL NANCY EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 BIBB AKBAR EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 BOUTTE DERRICK EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 BREAKFIELD THERESA EXECUTIVE BOARD MEMBER 5.00 X 2569 0 0 CASTILLANO GINA EXECUTIVE BOARD MEMBER 5.00 X 2752 0 0 CAULFIELD-SCHARDT JANET EXECUTIVE BOARD MEMBER 5.00 X 657 0 0 CAVNESS KATHRYN EXECUTIVE BOARD MEMBER 5.00 X 2839 0 0 COOPER NORLISSA EXECUTIVE BOARD MEMBER 5.00 X 12109 0 0 CORREA GREGORY L EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 CURIEL EVELYN EXECUTIVE BOARD MEMBER 5.00 X 7316 0 0 DAVIS RHEA EXECUTIVE BOARD MEMBER 5.00 X 7200 0 0 DIEP TINA EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 EATON AMOS EXECUTIVE BOARD MEMBER 5.00 X 2694 0 0 FAUCETT KARLA EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 FLEMING DAVID EXECUTIVE BOARD MEMBER 5.00 X 3487 0 0 GHANIM NANCY EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 GREENWOOD RICHARD EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 HOLLOWAY TARA EXECUTIVE BOARD MEMB (THRU JUNE 2014) 5.00 X 1000 0 0 LA ROSSA MARGARET EXECUTIVE BOARD MEMBER 5.00 X 4380 0 0 LANDRY CYNTHIA EXECUTIVE BOARD MEMBER 5.00 X 3055 0 0 LITTLE PAUL EXECUTIVE BOARD MEMBER 5.00 X 12070 0 0 LONGORIA ANDREA EXECUTIVE BOARD MEMB (THRU FEB 2014) 5.00 X 400 0 0 MARR DOUGLAS EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 MEDINA OMAR EXECUTIVE BOARD MEMBER 5.00 X 200 0 0 MEYERS JULIE EXECUTIVE BOARD MEMBER 5.00 X 5567 0 0 REYNOLDS PATRICIA EXECUTIVE BOARD MEMB (THRU MAY 2014) 5.00 X 400 0 0 RUSSELL-BENSON VALORIA EXECUTIVE BOARD MEMBER 5.00 X 3557 0 0 STERN ERIC EXECUTIVE BOARD MEMBER 5.00 X 2999 0 0 TAYLOR ROBERT EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 TERRY RENITA EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 VILLANUEVA DENIS EXECUTIVE BOARD MEMB (THRU OCT 2014) 5.00 X 2502 0 0 WATKINS ERIKA EXECUTIVE BOARD MEMBER 5.00 X 4400 0 0 WISE JAMES EXECUTIVE BOARD MEMBER 5.00 X 2400 0 0 BERLANGA LEAH FIELD TEAM LEADER 40.00 X 112308 0 33193 CASTELLI PETE LEAD DIRECTOR 40.00 X 137800 0 51787 LYNCH KRISTIN ORGANIZING DIRECTOR 40.00 X 110434 0 21181 SCHAPIRO SETH HEAD OF OPERATIONS & LABOR RELATIONS 40.00 X 128000 0 44614 STEAD-MENDEZ JOHN DEPUTY LEAD DIRECTOR 40.00 X 124908 0 42455 1155322 0 234596 17 0 1 0 WEINBERG ROGER & ROSENFELD 1001 MARINA VILLAGE PKWY 200 ALAMEDA CA 94501 LEGAL SERVICES 761827 SOMMERS EMPLOYMENT LAW GROUP PC 201 MISSION STREET SUITE 1330 SAN FRANCISCO CA 94105 NEGOTIATION ASSISTANCE 104000 2 MEMBERSHIP DUES 561000 44616721 44616721 44616721 73653 73653 26042 0 26042 26042 26042 925598 766886 158712 158712 158712 MISCELLANEOUS 900099 66346 66346 66346 44941474 44683067 0 258407 57250 583235 13957962 2451655 3795257 1220670 912633 150316 23351 467735 116963 736038 690799 2346494 1250822 633863 110780 10402119 296934 568367 CONSTITUENT ACTIVITIES 1057373 SUBSCRIPTIONS/PUBLICATI 33345 38410 41902371 6938304 5761758 10840231 12036140 2309227 3067019 6487217 1438778 5297163 5048439 1570897 2648207 12408 22964 26968230 28584527 3567383 3603594 2225159 2155841 415865 278121 6208407 6037556 X 20759823 22546971 20759823 22546971 26968230 28584527 X 3039103 -113363 -1138592 X 0 1 X 1 0 SEIU COPE 1800 MASSACHUSETTS AVE NW WASHINGTON DC 20036 200859683 68358 CANDIDATE PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 753236075 639093 1 1 0 574485 574485 5912732 1438778 4473954 5048439 DEFERRED RENT 278121 278121 X 44828111 -113363 -113363 44941474 0 44941474 43102423 1200052 1200052 41902371 0 41902371 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. WITH FEW EXCEPTIONS, THE UNION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2010. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES 1,200,052. 1 JOBS WITH JUSTICE SAN FRANCISCO 1050 S VAN NESS 201 SAN FRANCISCO CA 94110 940922785 501(C)(5) 20000 GENERAL SUPPORT SAN FRANCISCO LIVING WAGE COALITION 2940 16TH STREET STE 301 SAN FRANCISCO CA 94103 042738794 501(C)(3) 21000 GENERAL SUPPORT USLAW - US LABOR AGAINST THE WAR 1718 M STR NW 153 WASHINGTON DC 20036 593795492 501(C)(4) 6250 SUPPORT CAUSE 1 2 PART I, LINE 2: GRANTS ARE APPROVED BY THE EXECUTIVE BOARD, AND INCLUDED IN THE MINUTES. PART I, LINE 2 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 1 0 0 CASTELLI PETE LEAD DIRECTOR 134000 0 0 0 3800 0 24120 0 27667 0 189587 0 0 0 SCHAPIRO SETH HEAD OF OPERATIONS & LABOR RELATIONS 123000 0 0 0 5000 0 25215 0 19399 0 172614 0 0 0 STEAD-MENDEZ JOHN DEPUTY LEAD DIRECTOR 120000 0 0 0 4908 0 21600 0 20855 0 167363 0 0 0 PART I, LINE 4A LEAH BERLANGA, FIELD TEAM LEADER, RECEIVED $8,088 OF SEVERANCE PAYMENT IN 2014. 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 11 THE FORM 990, PREPARED BY THE ACCOUNTANTS, WAS NOT REVIEWED BY THE GOVERNING BODY THIS YEAR BEFORE FILING. HOWEVER, THE BUDGET & FINANCE COMMITTEE REVIEWED THE FORM 990. THE BUDGET & FINANCE DIRECTOR ADDRESSED ANY QUESTIONS FROM THE COMMITTEE. 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 THE COMPENSATION FOR KEY EMPLOYEES AND DIRECTORS IS A CALCULATION BASED ON THE COLLECTIVE BARGAINING AGREEMENTS OF THOSE EMPLOYEES WHOM THEY OVERSEE. THE OFFICERS' COMPENSATION/STIPEND HAS TWO TIERS AND IS BASED ON THE NUMBER OF HOURS TO WHICH THEY COMMIT TO CARRYING OUT UNION BUSINESS. THE EXECUTIVE BOARD APPROVED THESE PROCESSES. 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 -1,200,052. PAC CASH 39,030. PAC ACCRUED EXPENSES 22,430. 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 350567 CASH