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SERVICE EMPLOYEES INTERNATIONAL UNION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SERVICE EMPLOYEES INTERNATIONAL UNION (EIN 20-5893698)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-13
IRS object ID
201213189349302621
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-13T12:34:09-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN941254756EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HOOD & STRONG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 FIRST STREET 14TH FLOORAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94105ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN205893698EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SEIU LOCAL 1021BusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSEIUNameControl
Phone5103509814Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1447 29TH STREETAddressLine1
CityOAKLANDCity
StateCAState
ZIP Code94609ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKATHY O'NEILName
TitleTREASURERTitle
Phone5103504527Phone
Date Signed2012-11-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT A DOCILIName
PTINP00303463PTIN
Phone4157810793Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonKATHY O'NEILNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1447 29TH STREETAddressLine1
CityOAKLANDCity
StateCAState
ZIP Code94609ZIPCode
FieldValueIRS element (for citing)
Gross Receipts42681159GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number0647GroupExemptionNumber
Organization501cXOrganization501c
Web SiteWWW.SEIU1021.ORGWebSite
Type Of Organization AssociationXTypeOfOrganizationAssociation
Year Formation2007YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionOUR MISSION IS TO ENSURE THAT ALL WORKERS AND THEIR FAMILIES HAVE A VOICE IN OUR UNION, AS WELL AS OUR WORKPLACE, GOVERNMENT, AND COMMUNITIES.ActivityOrMissionDescription
Nbr Voting Members Governing Body45NbrVotingMembersGoverningBody
Nbr Independent Voting Members40NbrIndependentVotingMembers
Total Nbr Employees411TotalNbrEmployees
Total Nbr Volunteers2TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year43273510ProgramServiceRevenuePriorYear
Program Service Revenue CY42120079ProgramServiceRevenueCY
Investment Income Prior Year99629InvestmentIncomePriorYear
Investment Income Current Year88098InvestmentIncomeCurrentYear
Other Revenue Prior Year71988OtherRevenuePriorYear
Other Revenue Current Year91113OtherRevenueCurrentYear
Total Revenue Prior Year43445127TotalRevenuePriorYear
Total Revenue Current Year42299290TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year30500GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY20000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year19637387SalariesEtcPriorYear
Salaries Etc Current Year20169196SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year21311528OtherExpensePriorYear
Other Expenses Current Year21188641OtherExpensesCurrentYear
Total Expenses Prior Year40979415TotalExpensesPriorYear
Total Expenses Current Year41377837TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2465712RevenuesLessExpensesPriorYear
Revenues Less Expenses CY921453RevenuesLessExpensesCY
Total Assets BOY22928624TotalAssetsBOY
Total Assets EOY23140715TotalAssetsEOY
Total Liabilities BOY3950898TotalLiabilitiesBOY
Total Liabilities EOY4202327TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY18977726NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY18938388NetAssetsOrFundBalancesEOY
Mission DescriptionOUR MISSION IS TO ENSURE THAT ALL WORKERS AND THEIR FAMILIES HAVE A VOICE IN OUR UNION, AS WELL AS OUR WORKPLACE, GOVERNMENT, AND COMMUNITIES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionLABOR UNION/MEMBERSHIP REPRESENTATION TO PROMOTE, DEVELOP AND DEFEND THE BENEFITS AND WORKING CONDITIONS OF OUR 42,594 MEMBERS. AS PART OF A SEIU STATEWIDE REORGANIZATION, THIS UNION WAS ESTABLISHED TO MERGE THE OPERATIONS OF SEVERAL NORTHERN CALIFORNIA SEIU LOCALS. AS OF 12/31/2011, THE MERGER OF THESE ENTITIES WAS STILL IN PROCESS. ASSETS AND RESPONSIBILITIES ARE CONTINUING TO TRANSFER TO SEIU LOCAL 1021.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities1PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109649NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees411NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members45NbrVotingGoverningBodyMembers
Number Independent Voting Members40NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs1ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ALMI BUSHBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5103509814TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1447 29TH STREETAddressLine1
CityOAKLANDCity
StateCAState
ZIP Code94609ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (51 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
ALEXANDER ALYSABETH
PAC CHAIR5.00XX4431305700
BRADSHAW LARRY
THIRD VICE PRESIDENT40.00XX104078014212
HOLMES-MORTON PAMELA
SECRETARY5.00XX360000
JIMENEZ GARY F
FIRST VICE PRESIDENT5.00XX360000
JOHNSON CRAWFORD L
SECOND VICE PRESIDENT5.00XX360000
O'NEIL KATHY
TREASURER5.00XX360000
POON SIN YEE
CHIEF OPERATING OFFICER40.00XX90656029006
SANCHEZ ROXANNE
PRESIDENT40.00XX4660000
SANDERS MARY
ORGANIZING COMM CHAIR4.00XX95910839
ALMANZA SAUL
EXECUTIVE BOARD MEMBER5.00X440500
ATWELL NANCY
EXECUTIVE BOARD MEMBER5.00X360000
BAKER HARRY
EXECUTIVE BOARD MEMBER5.00X469600
BASCONCILLO KATHERINE
EXECUTIVE BOARD MEMBER5.00X360000
BIBB AKBAR
EXECUTIVE BOARD MEMBER5.00X360000
BISHOP KAREN L
EXECUTIVE BOARD MEMBER5.00X290800
BLOMBERG KENNETH W
EXECUTIVE BOARD MEMBER5.00X323100
CASTILLANO GINA
EXECUTIVE BOARD MEMBER5.00X460300
CAVNESS KATHRYN
EXECUTIVE BOARD MEMBER5.00X221500
CORREA GREGORY L
EXECUTIVE BOARD MEMBER5.00X240000
DARVELL SHEILA
EXECUTIVE BOARD MEMBER5.00X376500
DOOHA AMY
EXECUTIVE BOARD MEMBER5.00X458800
EATON AMOS
EXECUTIVE BOARD MEMBER5.00X298000
FLEMING DAVID
EXECUTIVE BOARD MEMBER5.00X659100
GALES JOHN
EXECUTIVE BOARD MEMBER5.00X320700
GHOLAR DOLORES
EXECUTIVE BOARD MEMBER5.00X240000
GRAY GLADYS
EXECUTIVE BOARD MEMBER5.00X360000
JOUBERT KAREN
EXECUTIVE BOARD MEMBER5.00X360000
LA ROSSA MARGARET
EXECUTIVE BOARD MEMBER5.00X503000
LOGAN MARY JANE
EXECUTIVE BOARD MEMBER5.00X767000
LONGORIA ANDREA
EXECUTIVE BOARD MEMBER5.00X360000
NEBEL JAMES
EXECUTIVE BOARD MEMBER5.00X360000
RIGGLEMAN MERCEDES
EXECUTIVE BOARD MEMBER5.00X576900
RODRIGUES MICHELLE
EXECUTIVE BOARD MEMBER5.00X454400
SCHARDT JANET
EXECUTIVE BOARD MEMBER5.00X708700
SOLOMON DANN
EXECUTIVE BOARD MEMBER5.00X240000
SOWERS JACQUELINE
EXECUTIVE BOARD MEMBER5.00X360000
STERN ERIC
EXECUTIVE BOARD MEMBER5.00X476500
TAM KENNETH
EXECUTIVE BOARD MEMBER5.00X360000
TARAP OLIVER
EXECUTIVE BOARD MEMBER3.00X000
TERRY RENITA TOTAL
EXECUTIVE BOARD MEMBER5.00X360000
THEARD MYNETTE
EXECUTIVE BOARD MEMBER5.00X360000
THOMPSON CELESTINE
EXECUTIVE BOARD MEMBER5.00X433500
TONG MICHAEL
EXECUTIVE BOARD MEMBER5.00X895800
TURNER DAVID
EXECUTIVE BOARD MEMBER5.00X360000
VILLANUEVA DENIS
EXECUTIVE BOARD MEMBER5.00X572100
CHADWICK GAYLE
EXECUTIVE BOARD MEMBER5.00X000
BATEY STEPHANIE
FIELD DIRECTOR40.00113997030376X
BERLANGA LEAH
FIELD DIRECTOR40.00108420037051X
MORRISON JAMES M
BUDGET/ACCTNG DIRECTOR40.00110113035246X
SCHAPIRO SETH
HEAD OF OPS/LABOR RELATIONS40.00113684036967X
TAMURA PATRICIA
FIELD DIRECTOR40.00108018035662X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1011338TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation225059TotalOtherCompensation
Number Individuals GT100 K6NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
WEINBERG ROGER & ROSENFELD
1001 MARINA VILLAGE PKWY 200ALAMEDACA94501LEGAL733443
SEVEN59 EVENTS & MARKETING LLC
4619 KLAMATH STREETLOS ANGELESCA90032EVENT MANAGEMENT & COORDINATION208286
ELECTION SERVICES SOLUTIONS
100 BOYD STREETLONG BEACHNY11561COORDINATED INTERNAL ELECTIONS173850
FieldValueIRS element (for citing)
Number Of Contractors GT100 K3NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMEMBERSHIP DUESDescription
Business Code561000BusinessCode
Total Revenue Column42120079TotalRevenueColumn
Related Or Exempt Function Income42120079RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue42120079TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column110786TotalRevenueColumn
Exclusion$110,786ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real36876Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real0Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real36876Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column36876TotalRevenueColumn
Exclusion$36,876ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities359181Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities381869Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-22688Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-22688TotalRevenueColumn
Exclusion-$22,688ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column54237TotalRevenueColumn
Exclusion$54,237ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue54237TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column42299290TotalRevenueColumn
Related Or Exempt Function Income42120079RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$179,211ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total20000Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1236396Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total12647805Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1972118Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total2794219Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1518658Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total899976Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total107002Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total157237Total

Advertising Advertising

FieldValueIRS element (for citing)
Total45565Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total901811Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total195612Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total2279375Total

Travel Travel

FieldValueIRS element (for citing)
Total1286453Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total594908Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total9785262Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total151650Total

Insurance Insurance

FieldValueIRS element (for citing)
Total116674Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
NEGOTIATIONS & ARBITRAT1187700
TRAINING1111829
SEIU SPECIAL ASSESSMENT787230
TELECOMMUNICATIONS613332

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total967025Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total41377837Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY15374119BOY
EOY9363134EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
EOY2090667EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1924565BOY
EOY2044884EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1800BOY
EOY1800EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis895807LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec583924LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY339214BOY
EOY311883EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY5242328BOY
EOY9275208EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY46598BOY
EOY53139EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY22928624BOY
EOY23140715EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2636052BOY
EOY4202327EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1314846BOY
EOY0EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3950898BOY
EOY4202327EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY18977726BOY
EOY18938388EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY18977726BOY
EOY18938388EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY22928624BOY
EOY23140715EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses921453ReconcilationRevenueExpenses
Reconcilation Other Changes-960791ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Amt Expended For527 Activities0AmtExpendedFor527Activities
Amt Of Internal Funds Contributed0AmtOfInternalFundsContributed

Sec527 Pol Orgs Sec527PolOrgs (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINAmt Pd From Internal FundsAmtPdFromInternalFundsAmt Of Contribs Recd DeliveredAmtOfContribsRecdDelivered
SEIU COPE
1800 MASSACHUSETTS AVE NWWASHINGTON DCDC200362008596830365200
CANDIDATE PAC
555 CAPITOL MALL SUITE 1425SACRAMENTOCA95814753236075233306
INDEPENDENT EXPENDITURE PAC
555 CAPITOL MALL SUITE 1425SACRAMENTOCA9581475323608050726

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis57694OtherCostOrOtherBasis
Depreciation17490Depreciation
Book Value40204BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis838113OtherCostOrOtherBasis
Depreciation566434Depreciation
Book Value271679BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings311883TotalOfBookValueLandBuildings
Total Revenue42299290TotalRevenue
Total Expenses41377837TotalExpenses
Excess Or Deficit For Year921453ExcessOrDeficitForYear
Net Unrealized GL On Investments-37299NetUnrealizedGLOnInvestments
Other-$923,492OtherAmount
Total Adjustments-960791TotalAdjustments
Excess Or Deficit Per FS-39338ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt42261991TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-37299NetUnrealizedGainsInvestments
Revenue Not Rptd F990-37299RevenueNotRptdF990
Revenue Subtotal42299290RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99042299290TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt42184393TotExpensesEtcAuditedFinclStmt
Other Expenses Included806556OtherExpensesIncluded
Expenses Not Rptd F990806556ExpensesNotRptdF990
Expenses Subtotal41377837ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99041377837TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X: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 2008 AND 2007, RESPECTIVELY.
PART XI, LINE 8 - OTHER ADJUSTMENTS:PAC EXPENSES -806,556. TRANSFER FROM MERGED ENTITIES 19,148. PAC ACCRUED EXPENSES 32,399. PAC CASH -168,483. TOTAL TO SCHEDULE D, PART XI, LINE 8: -923,492.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:PAC EXPENSES 806,556.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
A PHILIP RANDOLPH INSTITUTE
128 BAYVIEW CIRCLESAN FRANCISCOCA94124132548181501(C)(4)6000DONATION - ANNUAL DINNER/FUNDRAISER
OPEIU LOCAL 3JWJ
1050 S VAN NESS 201SAN FRANCISCOCA94110940922785501(C)(5)14000DONATION - SUPPORT JOBS WITH JUSTICE
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants0TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.:PART I, LINE 2:SCHEDULE I, PART I, LINE 2: REQUESTS FOR GRANTS PAID HAVE TO GO THROUGH AND BE APPROVED BY THE BUDGET & FINANCE COMMITTEE.
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.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonSCHAPIRO SETHNamePerson
Base Compensation Filing Org112184BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org1500BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org19981DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org16986NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org150651TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 4CHANGES WERE MADE TO THE BYLAWS ON MARCH 26, 2011. THE CHANGES INCLUDE: - REDEFINING THE ROLES AND SCOPE OF EXECUTIVE BOARD MEMBERS INCLUDING INCREASING THEIR RESPONSIBILITIES TO THE ORGANIZATION; - INCREASING THE NUMBERS OF EXECUTIVE BOARD MEMBERS.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CANNUAL 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 15THE 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 19THE 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 5:NET UNREALIZED LOSSES ON INVESTMENTS: -37,299. PAC EXPENSES -806,556. TRANSFER FROM MERGED ENTITIES 19,148. PAC ACCRUED EXPENSES 32,399. PAC CASH -168,483. TOTAL TO FORM 990, PART XI, LINE 5: -960,791.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
100 OAK STREET CORPORATION
100 OAK STREETOAKLANDCA94607943195450TITLE HOLDING COMPANY FOR EXEMPT ORGANIZATIONCA501(C)(2)SEIU LOCAL 10211
SEIU LOCAL 1021 INDEPENDENT EXPENDITURE PAC
555 CAPITOL MALL STE 1425SACRAMENTOCA958144602753236080POLITICALCA527SEIU LOCAL 10211
SEIU LOCAL 1021 CANDIDATE PAC
555 CAPITOL MALL STE 1425SACRAMENTOCA958144602753236075POLITICALCA527SEIU LOCAL 10211
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
SEIU LOCAL 1021 INDEPENDENT EXPENDITURE PAC
Q50726CASH
SEIU LOCAL 1021 CANDIDATE PAC
Q233306CASH