2014-11-14T09:49:40-06:00 2013-12-31 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2013-01-01 205893698 SEIU LOCAL 1021 SEIU 5103509814 447 29TH STREET OAKLAND CA 94609 PAUL CAMARILLO TREASURER 5103504527 2014-11-12 1 MAGA E KISRIEV P01008919 4157810793 2013 2015-11-30 17:44:51Z PAUL CAMARILLO 447 29TH STREET OAKLAND CA 94609 44728318 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. 65 58 331 58 0 0 0 0 42648278 43016157 119275 102891 396371 943917 43163924 44062965 75250 48321 0 0 21523178 21173115 0 0 0 22157512 20106769 43755940 41328205 -592016 2734760 24416067 26968230 5849123 6208407 18566944 20759823 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 41,570 MEMBERS AND 12,139 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 12/31/2013, 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 87 0 331 1 0 0 0 0 0 0 X 65 58 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 MEMBER 5.00 X X 0 0 0 CHADWICK GAYLE EXECUTIVE BOARD MEMBER 5.00 X X 0 0 0 DAVIS RHEA EXECUTIVE BOARD MEMBER 5.00 X X 0 0 0 RENA RENATO EXECUTIVE BOARD MEMBER 5.00 X X 0 0 0 WATKINS ERIKA EXECUTIVE BOARD MEMBER 5.00 X X 0 0 0 SANCHEZ ROXANNE PRESIDENT 40.00 X X 54500 0 10393 JOHNSON CRAWFORD L VICE PRESIDENT-REGION A 5.00 X X 1200 0 0 POPENUCK THOMAS VICE PRESIDENT-REGION B 5.00 X X 900 0 0 JIMENEZ GARY F VICE PRESIDENT-REGION C 5.00 X X 6656 0 873 BRADSHAW LARRY VICE PRESIDENT-REGION D 5.00 X X 36312 0 0 WILLIAMS MARCUS C VICE PRESIDENT-REGION E 5.00 X X 1194 0 0 HOLMES-MORTON PAMELA SECRETARY 5.00 X X 1200 0 0 CAMARILLO PAUL TREASURER 10.00 X X 7471 0 0 ALEXANDER ALYSABETH VICE PRESIDENT-POLITICS 40.00 X X 52603 0 8225 TEON-NICOLS RAMSES VICE PRESIDENT-ORGANIZING 40.00 X X 51598 0 8064 JOUBERT KAREN VICE PRESIDENT-REPRESENTATION 40.00 X X 33798 0 5216 O'NEIL KATHY TREASURER 5.00 X X 2420 0 0 POON SIN YEE CHIEF ELECTED OFFICER 40.00 X X 20176 0 6143 AGBUNAG PRISCILLA EXECUTIVE BOARD MEMBER 5.00 X 900 0 0 ALBERT PETER H EXECUTIVE BOARD MEMBER 5.00 X 900 0 0 ALMANZA SAUL EXECUTIVE BOARD MEMBER 5.00 X 645 0 0 ATWELL NANCY EXECUTIVE BOARD MEMBER 5.00 X 1200 0 0 BAKER HARRY EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 BASCONCILLO KATHERINE EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 BIBB AKBAR EXECUTIVE BOARD MEMBER 5.00 X 1457 0 0 BLOMBERG KENNETH W EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 BOUTTE DERRICK EXECUTIVE BOARD MEMBER 5.00 X 900 0 0 BREAKFIELD THERESA EXECUTIVE BOARD MEMBER 5.00 X 2124 0 0 CASTILLANO GINA EXECUTIVE BOARD MEMBER 5.00 X 3252 0 0 CAVNESS KATHRYN EXECUTIVE BOARD MEMBER 5.00 X 1200 0 0 CORREA GREGORY L EXECUTIVE BOARD MEMBER 5.00 X 1200 0 0 CURIEL EVELYN EXECUTIVE BOARD MEMBER 5.00 X 3628 0 0 DARVELL SHEILA EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 DIEP TINA EXECUTIVE BOARD MEMBER 5.00 X 900 0 0 DOOHA AMY EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 EATON AMOS EXECUTIVE BOARD MEMBER 5.00 X 1223 0 0 FAUCETT KARLA EXECUTIVE BOARD MEMBER 5.00 X 1000 0 0 FLEMING DAVID EXECUTIVE BOARD MEMBER 5.00 X 13529 0 0 GHANIM NANCY EXECUTIVE BOARD MEMBER 5.00 X 900 0 0 GHOLAR DOLORES EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 GRAY GLADYS EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 GREENWOOD RICHARD EXECUTIVE BOARD MEMBER 5.00 X 900 0 0 JOHNSON-MILLER YUVONNE EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 LA ROSSA MARGARET EXECUTIVE BOARD MEMBER 5.00 X 3890 0 0 LANDRY CYNTHIA EXECUTIVE BOARD MEMBER 5.00 X 900 0 0 LITTLE PAUL EXECUTIVE BOARD MEMBER 5.00 X 1795 0 0 LONGORIA ANDREA EXECUTIVE BOARD MEMBER 5.00 X 1200 0 0 MARR DOUGLAS EXECUTIVE BOARD MEMBER 5.00 X 900 0 0 MEYERS JULIE EXECUTIVE BOARD MEMBER 5.00 X 2288 0 0 NEBEL JAMES EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 REYNOLDS PATRICIA EXECUTIVE BOARD MEMBER 5.00 X 900 0 0 RIGGLEMAN MERCEDES EXECUTIVE BOARD MEMBER 5.00 X 310 0 0 ROACH NADEEN EXECUTIVE BOARD MEMBER 5.00 X 503 0 0 RUSSELL-BENSON VALORIA EXECUTIVE BOARD MEMBER 5.00 X 1179 0 0 SCHARDT JANET EXECUTIVE BOARD MEMBER 5.00 X 1043 0 0 SOWERS JACQUELINE EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 STERN ERIC EXECUTIVE BOARD MEMBER 5.00 X 2560 0 0 TAM KENNETH EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 TAYLOR ROBERT EXECUTIVE BOARD MEMBER 5.00 X 600 0 0 TERRY RENITA EXECUTIVE BOARD MEMBER 5.00 X 1200 0 0 THOMPSON CELESTINE EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 TONG MICHAEL EXECUTIVE BOARD MEMBER 5.00 X 1327 0 0 TURNER DAVID EXECUTIVE BOARD MEMBER 5.00 X 300 0 0 VILLANUEVA DENIS EXECUTIVE BOARD MEMBER 5.00 X 1688 0 0 WISE JAMES EXECUTIVE BOARD MEMBER 5.00 X 900 0 0 CASTELLI PETE LEAD DIRECTOR 40.00 X 135800 0 48024 GONZALES TIMOTHY ORGANIZING DIRECTOR 40.00 X 105084 0 45553 JEFFERSON FRANCES A FIELD DIRECTOR 40.00 X 106284 0 30070 MORRISON JAMES M FINANCE DIRECTOR 40.00 X 101880 0 40332 OBLIGACION NELY FIELD DIRECTOR 40.00 X 105084 0 28623 SCHAPIRO SETH HEAD OF OPERATIONS & LABOR RELATIONS 40.00 X 119081 0 44032 TAMURA PATRICIA A CLERICAL/FACILITIES DIRECTOR 40.00 X 105084 0 45583 1111266 0 321131 7 0 1 0 WEINBERG ROGER & ROSENFELD 1001 MARINA VILLAGE PKWY 200 ALAMEDA CA 94501 LEGAL 780529 1 MEMBERSHIP DUES 561000 43016157 43016157 43016157 76973 76973 36876 36876 0 654395 628477 25918 25918 25918 MISCELLANEOUS 900099 943917 943917 943917 44062965 43960074 0 102891 48321 1432399 12615182 2198239 3390081 1537214 1103747 102849 375536 75247 995854 268474 2071188 1230765 494640 120868 10276367 289630 97800 NEGOTIATIONS & ARBITRAT 1195158 TELECOMMUNICATIONS 464947 ORGANIZATIONAL DEVELOPM 335901 LOCAL UNION ELECTION 150573 457225 41328205 5205086 6938304 9777373 10840231 2526888 2309227 1800 6439006 1141843 5506523 5297163 1346923 1570897 51474 12408 24416067 26968230 3073842 3567383 2289888 2225159 485393 415865 5849123 6208407 X 18566944 20759823 18566944 20759823 24416067 26968230 X 2734760 160482 -702363 X 0 1 X 1 0 SEIU COPE 1800 MASSACHUSETTS AVE NW WASHINGTON DC 20036 200859683 252575 CANDIDATE PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 753236075 350567 INDEPENDENT EXPENDITURE PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 753236080 9262 1 1 0 574485 574485 5864521 1141843 4722678 5297163 DEFERRED RENT 415865 415865 X 44223447 160482 160482 44062965 0 44062965 41959984 631779 631779 41328205 0 41328205 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 BEFORE YEAR 2010 AND 2009, RESPECTIVELY. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES 631,779. 1 LIVING WAGE COALITION OF SONOMA COUNTY PO BOX 427 SANTA ROSA CA 95402 680043657 501(C)(3) 10000 SUPPORT CAUSE OPEIU LOCAL 3JWJ 1050 S VAN NESS 201 SAN FRANCISCO CA 94110 940922785 501(C)(5) 12500 DONATION - SUPPORT JOBS WITH JUSTICE USLAW PMB 153 1718 M STREET NW 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 0 0 0 CASTELLI PETE LEAD DIRECTOR 132000 0 0 0 3800 0 21120 0 26904 0 183824 0 0 0 GONZALES TIMOTHY ORGANIZING DIRECTOR 101284 0 0 0 3800 0 18805 0 26748 0 150637 0 0 0 SCHAPIRO SETH HEAD OF OPERATIONS & LABOR RELATIONS 114081 0 0 0 5000 0 23957 0 20075 0 163113 0 0 0 TAMURA PATRICIA A CLERICAL/FACILITIES DIRECTOR 101284 0 0 0 3800 0 16205 0 29378 0 150667 0 0 0 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. FORM 990, PART XI, LINE 9: PAC EXPENSES -631,779. PAC CASH -48,993. PAC ACCRUED EXPENSES -21,591. 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