2013-11-22T15:53:17-06:00 2012-12-31 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2012-01-01 201973983 SEIU UNITED HEALTH CARE WORKERS - WEST LOCAL 2005 SERV 5102511250 560 THOMAS L BERKLEY WAY OAKLAND CA 946121602 STANLEY LYLES 5102511250 2013-11-22 1 MAGA E KISRIEV P01008919 4157810793 2012 2016-03-07 17:11:31Z SEIU UHW LOCAL 2005 DAVE REGAN 560 THOMAS L BERKLEY WAY OAKLAND CA 946121602 103227455 0 X WWW.SEIU-UHW.ORG X 2005 CA REPRESENTATION OF MEMBERS EMPLOYED IN THE HEALTH CARE INDUSTRY REGARDING EMPLOYMENT MATTERS. 275 242 1892 2 0 0 0 0 96424746 100965707 65133 43093 6313549 2217391 102803428 103226191 0 0 0 135545 37708016 40859937 0 0 0 45941103 53427599 83649119 94423081 19154309 8803110 34582578 43605517 14476578 14696315 20106000 28909202 X SEE SCHEDULE O. 0 0 THE ORGANIZATION PROVIDES SUPPORT FOR ITS MEMBERS THROUGH COLLECTIVE BARGAINING AND GRIEVANCE ASSISTANCE. 0 0 1 1 0 0 0 0 0 1 1 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 1 172 0 1892 1 0 0 0 0 0 0 X 275 242 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X EDGARD CAJINA 5102511250 560 THOMAS L BERKLEY WAY OAKLAND CA 946121602 ACEVEDO ISIS A 2.00 X 1497 0 0 ADAMS JUDIE F 2.00 X 4802 0 0 ALCORN BRUCE W 2.00 X 0 0 0 ALDACO ANTONIA 2.00 X 2475 0 0 ALLEN OLLIE J 2.00 X 821 0 0 ALLEN STEPHANIE D 2.00 X 6864 0 0 ALVAREZ MARTHA 5.00 X 7187 0 0 AMITAN LEONORA S 2.00 X 1754 0 0 ANDERSON ESSIE 2.00 X 551 0 0 ANDERSON-PATERSON NANCY C 2.00 X 8387 0 0 ANDRITCAIA GALINA 2.00 X 686 0 0 ANTONIO GLORIA D 2.00 X 2217 0 0 ARAIZA MARGARITA 2.00 X 402 0 0 BALLESTEROS BEATRIZ N 2.00 X 2770 0 0 BARAJAS ABIGAIL 2.00 X 3402 0 0 BARAJAS ELAINE M 2.00 X 7980 0 0 BARGAS SANDRA 2.00 X 126 0 0 BARKER CONSTANCE 2.00 X 1500 0 0 BARO TERI A 5.00 X 4019 0 0 BARRIOS RENE 2.00 X 333 0 0 BARTON DIANE 2.00 X 569 0 0 BECKLEHIMER WILLIAM 2.00 X 2112 0 0 BENSON TONY 2.00 X 2551 0 0 BISNETT NADINE 2.00 X 2173 0 0 BLACK JOE E 2.00 X 489 0 0 BLINKS ALISHA 2.00 X 993 0 0 BODDIE ERICA E 2.00 X 1777 0 0 BOEDECKER ELAINE E 5.00 X 4865 0 0 BOLANOS VIRGINIA 2.00 X 3917 0 0 BROOKS LARRY 2.00 X 242 0 0 BROWN SHAWNA R 2.00 X 2601 0 0 BROXTON-HENDERSON ELLA 2.00 X 3846 0 0 BURGOS AMILCAR 2.00 X 787 0 0 BURRUS LARRY 2.00 X 1271 0 0 BYERS HAZEL 2.00 X 2038 0 0 CAIN KAREN E 2.00 X 33756 0 0 CALDWELL SANDRA 2.00 X 8871 0 0 CAMP JOLENE E 5.00 X 3501 0 0 CHANG YENG 2.00 X 395 0 0 CHARLES GLORIA 2.00 X 4907 0 0 CHARLES LETRICA 2.00 X 3051 0 0 CHAU GIANG S 2.00 X 381 0 0 CHEN FENG M 2.00 X 542 0 0 CHOBAN NATALYA K 2.00 X 618 0 0 CHOW LEON 40.00 X 109937 0 41610 CLINE CATHERINE 2.00 X 2106 0 0 CLYMER DAVID A 2.00 X 303 0 0 COBOS MARTHA A 5.00 X 4160 0 0 CONLEY JR LEODIS 2.00 X 3678 0 0 COREY ANGELA 2.00 X 1200 0 0 CORNELL LINDA L 2.00 X 670 0 0 CORONA ZENAIDA 2.00 X 3316 0 0 CORTEZ ALEJANDRO 2.00 X 24712 0 0 COSIO LASONIA J 2.00 X 4650 0 0 COSTANZA-MONTELLANO SARAH 2.00 X 2357 0 0 CRUDO ANGELINA 2.00 X 4788 0 0 CRUZ RICHARD J 2.00 X 1822 0 0 CUDDIHY JOHN J 2.00 X 1730 0 0 DAKAY EVANGELINE E 2.00 X 1595 0 0 DANG LAI W 2.00 X 560 0 0 DE LA CRUZ VICTORIA A 5.00 X 8905 0 0 DEL PILAR ANICETO 2.00 X 912 0 0 DEL ROSAR ALARID MARIA 2.00 X 1299 0 0 DELGADO JOSE M 2.00 X 6222 0 0 DELIZO CLETO 2.00 X 6617 0 0 DELUNA BOBBY M 2.00 X 482 0 0 DENARDO SUSAN 2.00 X 6603 0 0 DENTON LEONIDA 2.00 X 2911 0 0 DIAZ DE LEON MARTHA 2.00 X 738 0 0 DRAGNI MARYANA 2.00 X 802 0 0 DRAUGHN MARTHA D 2.00 X 5508 0 0 DUARTE MARY 2.00 X 290 0 0 DUFF JON R 5.00 X 25871 0 0 ELLIS-LATHON DENISE 2.00 X 4592 0 0 ESCAMILLA MYRIAM 40.00 X 135647 0 39234 ESPARZA PABLO 2.00 X 1714 0 0 ESTRADA RICARDO 2.00 X 2134 0 0 EVANS IVORY 2.00 X 8659 0 0 EVERHARDT KELLYE A 5.00 X 4793 0 0 EVERLY KIMBERLY 2.00 X 2584 0 0 FARRO MAUREEN C 2.00 X 713 0 0 FAVORS LATRENA 2.00 X 1842 0 0 FERGUSON LELAND 2.00 X 4221 0 0 FERNANDEZ GLORIA 2.00 X 5565 0 0 FLANIGAN LEA L 5.00 X 5174 0 0 FLETCHALL MICHEULA J 2.00 X 928 0 0 FLORES ANTONIO 2.00 X 4223 0 0 FOWLER SANJANETTE 2.00 X 5613 0 0 FRANCO IRMA C 5.00 X 4500 0 0 FRESQUEZ NANCY 2.00 X 200 0 0 FRIEDMAN JUSTIN G 2.00 X 2712 0 0 FRYAR TEREES 2.00 X 6186 0 0 FUENTES YVETTE 40.00 X 52770 0 16871 FURCH LUCY 2.00 X 4480 0 0 GABISON DANIELLE A 2.00 X 13884 0 0 GAMBOA MARIA L 5.00 X 805 0 0 GARCIA SONIA 2.00 X 1501 0 0 GARNER BRENDA 2.00 X 1187 0 0 GEORGE JOYCE A 2.00 X 94 0 0 GLAZER VLADIMIR 2.00 X 1016 0 0 GOLOVIN ALEXANDER 2.00 X 3030 0 0 GOMEZ JULIAN J 2.00 X 8159 0 0 GOMEZ SILVIA J 2.00 X 727 0 0 GONTAR OXANA 2.00 X 381 0 0 GONZALEZ ESTHER 2.00 X 787 0 0 GUALVEZ CASS 40.00 X 120643 0 39018 GUILLERMINA TENA 2.00 X 811 0 0 GUTSU NINA 2.00 X 385 0 0 GUZMAN GEORGIANA A 2.00 X 7507 0 0 GUZMAN GLORIA G 2.00 X 1510 0 0 HAMPTON VERNA 2.00 X 4249 0 0 HARDY JIMI 2.00 X 17820 0 0 HARPER HAZEL R 2.00 X 4518 0 0 HARRIS LESLIE 2.00 X 6899 0 0 HARRIS TAMIKA 2.00 X 417 0 0 HASTINGS MYLANE 2.00 X 8180 0 0 HEARTTE RACHELLE 2.00 X 1228 0 0 HEATH MARLA S 2.00 X 4602 0 0 HENRIQUES DENNIS 2.00 X 6285 0 0 HERNANDEZ JOSE V 2.00 X 716 0 0 HICKS BERNICE A 2.00 X 11490 0 0 HODGES BRENDA 2.00 X 1250 0 0 HOLMAN HOLLICE 2.00 X 1029 0 0 HOLMES LANE A 2.00 X 12862 0 0 HOM PATRICIA 2.00 X 274 0 0 HONG CUIYING 2.00 X 969 0 0 HOOKLAND LINDY 2.00 X 1718 0 0 HU RUN H 2.00 X 231 0 0 HUNTER LINDA 2.00 X 1263 0 0 HUSS-HAVARDI CATHY A 2.00 X 2624 0 0 IBANEZ CARLOS 2.00 X 173 0 0 JACKSON RICHARD 2.00 X 2093 0 0 JACKSON RONALD A 2.00 X 964 0 0 JACKSON TINA M 2.00 X 834 0 0 JEROME DARRELL 2.00 X 5495 0 0 JIMENEZ BERTHA 2.00 X 40 0 0 JOHNSON RUTH 2.00 X 195 0 0 JOHNSON STERLING E 2.00 X 2890 0 0 JOSEPH NADEIA 2.00 X 15238 0 0 KALASHNIKOVA SOFIA S 2.00 X 519 0 0 KANTOROV SVETLANA 2.00 X 277 0 0 KENDALL MELODIE S 2.00 X 4012 0 0 KENDRICK SANGURAE 2.00 X 4060 0 0 KIRKWOOD RHONDA 2.00 X 5668 0 0 KLIMCZAK ROBERT A 40.00 X 44912 0 25748 KOCSIS LORIE A 2.00 X 2264 0 0 KORCHEVAYA ZINAIDA A 2.00 X 1102 0 0 KOYA ANNIE 2.00 X 2262 0 0 KUKAVA VAKHIANG 2.00 X 277 0 0 LANCASTER PRANARIA R 2.00 X 3663 0 0 LAO SIA 2.00 X 2346 0 0 LARIOS DEBRA K 5.00 X 2491 0 0 LEE BOON H 2.00 X 831 0 0 LEE DARLESTER 2.00 X 2298 0 0 LEE FUK S 2.00 X 1366 0 0 LEHR WILLIAM F 2.00 X 246 0 0 LEMAY LAWRENCE J 2.00 X 2459 0 0 LEWIS BOB 5.00 X 9184 0 0 LI YEUK L 2.00 X 692 0 0 LINDE RANDAL 2.00 X 21317 0 0 LOMBARDI CALI 2.00 X 987 0 0 LOTZ STANLEY L 2.00 X 6087 0 0 LOUDENSLAGER SHEILA 2.00 X 1642 0 0 LOWE CATHY 2.00 X 62 0 0 LUFKIN MARY K 2.00 X 30886 0 0 LY SENGSAVANG 2.00 X 62 0 0 LYLES STANLEY 40.00 1.00 X X 135604 0 41970 MACHICA ADORAVIDA 2.00 X 6731 0 0 MACIAS MICHELLE A 2.00 X 5276 0 0 MAGANA SHARON K 2.00 X 15036 0 0 MAIN RUSSEL D 40.00 X 62734 0 19387 MALBERG REBECCA 40.00 1.00 X 134828 0 39018 MALDONADO-PEREZ MARIA 2.00 X 628 0 0 MANNING TERRY 2.00 X 5123 0 0 MARKLE LORRAINE 2.00 X 500 0 0 MARQUEZ BENJAMIN 2.00 X 1549 0 0 MARTIN JOELLAL 2.00 X 11924 0 0 MARTINEZ ERIK 2.00 X 763 0 0 MAULUPE SAOFAIGA 2.00 X 943 0 0 MCARTHUR DAISY L 5.00 X 3370 0 0 MCCABE LAURA A 2.00 X 451 0 0 MCCLAIN TINA L 40.00 X 44269 0 11646 MCDANIEL MARILYN 2.00 X 784 0 0 MCELROY JO ELLEN 2.00 X 1960 0 0 MCMANUS GERALDINE A 2.00 X 1512 0 0 MENJIUAR VIDAIL 2.00 X 798 0 0 MERCADO ELOISA 2.00 X 308 0 0 MILLER KATHARINE 2.00 X 1551 0 0 MORALES ADOLFO 5.00 X 2039 0 0 MORATAYA MILTON R 2.00 X 2073 0 0 MORRIS LYNN 2.00 X 7481 0 0 MUNOZ BONITA G 2.00 X 7473 0 0 NEWMAN BONNIE J 2.00 X 0 0 0 NICKELL DEBORAH 2.00 X 3314 0 0 NOBLE ANDREA 5.00 X 2682 0 0 NORTON DONNA M 2.00 X 21342 0 0 OBRIEN PEGGY L 2.00 X 6774 0 0 OJEDA IRMA 2.00 X 643 0 0 ORNELAS PATRICIA 2.00 X 416 0 0 ORR TRINA Y 2.00 X 307 0 0 OSMOND PHILIP E 2.00 X 457 0 0 OTEWALT NICOLE 2.00 X 1499 0 0 OUELLETTE KATRINA 2.00 X 377 0 0 OYEWUMI OYEBANJI 2.00 X 3333 0 0 PADILLA EVA L 2.00 X 1782 0 0 PADILLA GABRIELA M 2.00 X 21952 0 0 PCHELKINA VASILINA 5.00 X 3184 0 0 PEREIRA MARJORIE C 2.00 X 3526 0 0 PERSON EARLENE 5.00 X 6142 0 0 PETROSHINSHIN VYACHESLOV 2.00 X 2414 0 0 PLEDGER TRECENA 2.00 X 1926 0 0 POLONSKAYA RAISA 2.00 X 669 0 0 POON POSUM 5.00 X 1454 0 0 POSOHINA TAJANA 2.00 X 1512 0 0 POWERS JOANNA 2.00 X 33659 0 0 PRICE CARTINA M 2.00 X 11716 0 0 PULLEY REGINA 2.00 X 366 0 0 QUARLES MARC A 2.00 X 33479 0 0 QUINTANA JOSE M 2.00 X 1569 0 0 QUINTERO MARIA 2.00 X 1989 0 0 RADFORD ROSSANA A 2.00 X 6714 0 0 RADOVAN ALFRED F 2.00 X 368 0 0 RAGAS LANCE J 2.00 X 439 0 0 REGAN DAVE 40.00 1.00 X X 197585 0 65458 RICE BLONDELL 2.00 X 796 0 0 RICHARDSON MARSHA 2.00 X 10139 0 0 RICHARDSON ROBERT L 2.00 X 1012 0 0 RIVERA JULIO 2.00 X 8349 0 0 ROCK KEVIN 2.00 X 748 0 0 RODRIGUEZ ROSALIA 5.00 X 3965 0 0 RODRIGUEZ SANDRA M 2.00 X 3197 0 0 ROJAS LUZ M 5.00 X 7218 0 0 ROMERO MARITES 2.00 X 1956 0 0 ROSE REBECCA L 2.00 X 6912 0 0 ROSS MICHELLE R 2.00 X 3867 0 0 RUDDICK HAROLD 40.00 1.00 X 136102 0 29714 RUIZ NORMA 2.00 X 969 0 0 SAFARYAN GALYA 2.00 X 1292 0 0 SALCIDO TONYA 2.00 X 2586 0 0 SANCHEZ JUAN 5.00 X 1358 0 0 SANCHEZ LETICIA 2.00 X 156 0 0 SANDERS MARY 2.00 X 6624 0 0 SANTILLANES MARIA 2.00 X 794 0 0 SARPONG NINA 2.00 X 12966 0 0 SEYMOUR DELEANA 2.00 X 1103 0 0 SHENDRYA VIRGINIA E 2.00 X 1981 0 0 SHYNGIRII NATALIIA 5.00 X 4143 0 0 SIMOES JOSE 40.00 1.00 X 135277 0 37993 SIMS SOPHIA R 2.00 X 6163 0 0 SIRMAY ANDREW Z 2.00 X 3693 0 0 SOLTERO ESTELA 2.00 X 831 0 0 SPEARS WYNONA M 2.00 X 2996 0 0 STENGEL NANCY 2.00 X 8164 0 0 STEVENS CATHALEEN 2.00 X 198 0 0 STEVENSON LENETRA S 2.00 X 14826 0 0 STEWART KEISHA M 40.00 5.00 X 114758 0 54134 STEWART NATHANIEL D 2.00 X 3840 0 0 TALBOT ALYSSA N 2.00 X 3451 0 0 TANG SALLY 2.00 X 519 0 0 TAYLOR CONNIE M 2.00 X 1102 0 0 TAYLOR MARTHA 2.00 X 7403 0 0 TAYLOR STACEY 2.00 X 655 0 0 TAYLOR-SMITH CONNIE R 5.00 X 5292 0 0 TERRY BUNNIE D 2.00 X 1300 0 0 THIBAULT AMY E 2.00 X 172 0 0 THOMAS TINESHA 2.00 X 10683 0 0 TIPPINS BRENDA 2.00 X 313 0 0 TOLEDO GINA 2.00 X 3569 0 0 TOMASINO INES H 2.00 X 1778 0 0 TORIO ANNABELLE 2.00 X 10681 0 0 TORRES ANITA J 2.00 X 3151 0 0 TSYATSKA RAISA L 2.00 X 634 0 0 TURMAN DEBORAH F 2.00 X 4103 0 0 TURNER-JACKSON LORETTA 2.00 X 4738 0 0 VALDEZ REYNALDO 5.00 X 6591 0 0 VALLIN RODOLFO 5.00 X 27013 0 0 VANENBURG TAMEEKA 2.00 X 385 0 0 VANG LEE 2.00 X 1000 0 0 VANG PA 2.00 X 879 0 0 VENTURA ELEANOR B 2.00 X 2045 0 0 WASHINGTON LARJENEUA N 2.00 X 3483 0 0 WELLS JOSEPHINE A 2.00 X 1154 0 0 WHEELER DORCAS 2.00 X 1093 0 0 WIEDMAIER BRADLEY J 2.00 X 837 0 0 WILLEMS INGRID 2.00 X 5782 0 0 WILLHITE STEPHEN 2.00 X 92 0 0 WILLIAMS DEBRA A 2.00 X 10163 0 0 WILLIAMS JANICE R 2.00 X 3691 0 0 WILLIAMS RENEE M 2.00 X 2431 0 0 WINGERT PENNY 2.00 X 6144 0 0 WOODS DIANE M 2.00 X 30135 0 0 WU CHU X 2.00 X 185 0 0 YANG BAO 2.00 X 431 0 0 YANG GEORGE 2.00 X 41 0 0 YOUNG BIRDENA 2.00 X 1128 0 0 YU YAN W 2.00 X 1258 0 0 ZARAGOZA GABRIELA 2.00 X 312 0 0 ZHAO QI-HUA 2.00 X 1027 0 0 ZHEN RUI X 2.00 X 277 0 0 ZHURAREL TATIANA 2.00 X 554 0 0 CATINDIG EDUARDO 2.00 X 509 0 0 TROSSMAN STEVE E 40.00 X 151105 0 45254 PULLMAN GREGORY 40.00 X 132913 0 59620 2859443 0 566675 54 0 1 0 WEINBERG ROGER & ROSENFELD 1001 MARINA VILLAGE PKWY 200 ALAMEDA CA 94501 LEGAL 1099579 ALTSHULER BERZON NUSSBAUM & 177 POST ST SUITE 300 SAN FRANCISCO CA 94108 LEGAL 202298 RELIABLE TRANSLATIONS 406 SONORA AVENUE UNIT C GLENDALE CA 91201 TRANSLATION 196568 SEIU-CC LLC 330 W 42ND STREET 7TH FLR NEW YORK NY 10036 CALL CENTER 165152 AMANDA CRUMLEY DBA CRUMLEY COM 8448 FRANKLIN AVENUE LOS ANGELES CA 90069 COMMUNICATIONS 120000 7 MEMBER DUES & FEES 561000 100965707 100965707 100965707 43093 43093 1264 1264 0 REBATES/REIMBURSEMENTS 561000 1423599 1423599 OTHER REVENUE 900099 793792 793792 2217391 103226191 103183098 0 43093 135545 3635218 24699853 3085429 6934309 2505128 765351 176622 456876 2172756 543913 1947499 2542325 2270347 252587 27634527 450009 113130 SOLIDARITY EXPENSE 6970336 NEGOTIATION, CAMPAIGN & 5788779 SPECIAL ASSESSMENT 1342542 94423081 10735 19001 9868717 16984112 549372 545350 705120 703188 8634485 3034888 5729998 5599597 9644140 11374942 8074496 8379327 34582578 43605517 5542330 6991355 3436184 3342210 5498064 4362750 14476578 14696315 X 20106000 28909202 20106000 28909202 34582578 43605517 8803110 92 0 X 0 1 X 1 0 0 0 0 SEIU UHW-WEST PAC 555 CAPITAL MALL SACRAMENTO CA 958144602 680444433 0 954952 1 1 0 1955492 1955492 1314652 449173 865479 2632596 790824 1841772 2731745 1794891 936854 5599597 MARKETABLE DEBT SECURITIES 11374942 F 11374942 MORTGAGE NOTES RECEIVABLE 308973 DUES RECEIVABLE FROM MEMBERS 3764409 INVESTMENT IN UNITY HEALTH CARE WORKERS CORPORATION 4290966 DEFERRED LOAN FEE, NET 14483 CREDIT CARD RESERVE 496 8379327 PER CAPITA TAXES PAYABLE TO INTERNATIONAL UNION 3930270 CAPITAL LEASE OBLIGATIONS 432480 4362750 X 110352036 92 7124489 7124581 103227455 -1264 -1264 103226191 101704026 7280945 7280945 94423081 0 94423081 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE LOCAL 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. THE LOCAL HAS ADOPTED 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 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 FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE LOCAL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL AND STATE, OR LOCAL TAX AUTHORITIES BEFORE YEAR 2009 AND 2008, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: PAC ACTIVITY REPORTED ON FORM 990 FOR THE PAC 960,053. TRANSFER FROM OTHER FUNDS 64,062. MEMBER POLITICAL CONTRIBUTIONS 5,500,374. UHW RESERVE 600,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,264. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES REPORTED ON FORM 990 FOR THE PAC 1,115,244. INTERCOMPANY - UNITY RESERVE 610,022. COST OF GOODS SOLD 1,264. MEMBER POLITICAL CONTRIBUTIONS 5,554,415. X X X 0 0 0 CHOW LEON 103664 0 0 0 6273 0 14513 0 27097 0 151547 0 0 0 ESCAMILLA MYRIAM 129557 0 0 0 6090 0 18138 0 21096 0 174881 0 0 0 GUALVEZ CASS 115670 0 0 0 4973 0 16194 0 22824 0 159661 0 0 0 LYLES STANLEY 129217 0 0 0 6387 0 18090 0 23880 0 177574 0 0 0 MALBERG REBECCA 128747 0 0 0 6081 0 18025 0 20993 0 173846 0 0 0 REGAN DAVE 190977 0 0 0 6608 0 26737 0 38721 0 263043 0 0 0 RUDDICK HAROLD 129247 0 0 0 6855 0 18095 0 11619 0 165816 0 0 0 SIMOES JOSE 129187 0 0 0 6090 0 18086 0 19907 0 173270 0 0 0 STEWART KEISHA M 108088 0 0 0 6670 0 15132 0 39002 0 168892 0 0 0 TROSSMAN STEVE E 150718 0 0 0 387 0 21101 0 24153 0 196359 0 0 0 PULLMAN GREGORY 126058 0 0 0 6855 0 17648 0 41972 0 192533 0 0 0 ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 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 INTEGRITY IS 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 MORE EFFECTIVE POLITICAL VOICE FOR WORKING PEOPLE, AND PROTECTING ALL WORKERS FROM UNACCEPTABLE OR UNJUST ACTIONS BY EMPLOYERS. WE ARE COMMITTED TO IMPROVING OUR WORKING LIVES; SUPPORTING OUR FAMILIES; ENSURING THAT WE ARE ABLE TO PROVIDE THE BEST QUALITY CARE TO OUR PATIENTS, CONSUMERS, AND RESIDENTS; AND PROMOTING QUALITY, AFFORDABLE HEALTH CARE FOR ALL. 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 11 THE ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE DIRECTOR OF FINANCE/CONTROLLER. THE DIRECTOR OF FINANCE/CONTROLLER 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 RELATED ENTITY, 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 EMPLOYEES' 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. 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 LOCAL 250 560 THOMAS L BERKLEY WAY OAKLAND CA 94612 940562683 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 WE CARE ENOUGH TO ACT 5480 FERGUSON DRIVE LOS ANGELES CA 90022 453737367 EDUCATIONAL CA 501(C)(3) LINE 7 SEIU UHW WEST - LOCAL 2005 1 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 UNITY HEALTHCARE WORKERS CORP A 64919 CASH UNITY HEALTHCARE WORKERS CORP K 957682 CASH UNITY HEALTHCARE WORKERS CORP R 120000 CASH SEIU UHW PAC Q 250972 CASH UNITY HEALTHCARE WORKERS CORP D 1932859 CASH WE CARE ENOUGH TO ACT N 138438 CASH WE CARE ENOUGH TO ACT O 323420 CASH WE CARE ENOUGH TO ACT Q 357515 CASH SEIU UHW PAC R 954952 CASH