2011-11-14T17:50:34-06:00 2010-12-31 HOOD & STRONG LLP CPAS 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2010-01-01 205893698 SEIU LOCAL 1021 SEIU 5103509814 447 29TH STREET OAKLAND CA 94609 KATHY O'NEIL 5103504527 2011-11-08 1 4157810793 2010 2016-03-07 17:11:31Z KATHY O'NEIL 447 29TH STREET OAKLAND CA 94609 43445127 0 X N/A X 2007 CA REPRESENTATION OF 43,946 MEMBERS THROUGH COLLECTIVE BARGAINING FOR IMPROVING AND MAINTAINING WAGES, BENEFITS, AND WORKING CONDITIONS. 58 0 411 0 0 0 0 0 44641090 43273510 81067 99629 169207 71988 44891364 43445127 38521 30500 0 0 19603803 19637387 0 0 0 24149923 21311528 43792247 40979415 1099117 2465712 20959708 22928624 4457546 3950898 16502162 18977726 X THE SEIU LOCAL 1021 (THE UNION) IS A LABOR UNION REPRESENTING MEMBERS EMPLOYED IN VARIOUS INDUSTRIES IN CALIFORNIA INCLUDING HEALTHCARE, LOCAL GOVERNMENT, AND EDUCATION. THE PURPOSE OF THE UNION SHALL BE TO PROMOTE AND DEVELOP 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. 0 0 43273510 LABOR UNION/MEMBERSHIP REPRESENTATION.AS PART OF A SEIU STATEWIDE REORGANIZATION, THIS UNION WAS ESTABLISHED TO MERGE THE OPERATIONS OF SEVERAL NORTHERN CALIFORNIA SEIU LOCALS. AS OF 12/31/2010, THE MERGER OF THESE ENTITIES IS STILL IN PROCESS. ASSETS AND RESPONSIBILITIES ARE CONTINUING TO TRANSFER TO SEIU 1021. 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 49 0 1 411 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 58 0 0 0 0 0 0 0 0 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 ALEXANDER ALYSABETH 5.00 X X 34030 0 6084 BRADSHAW LARRY 5.00 X X 77211 0 3989 COX CHRISTAL 5.00 X X 1654 0 0 DAVIS-HOWARD DAMITA D 40.00 X X 61508 0 9474 HOLMES-MORTON PAMELA 5.00 X X 7341 0 0 JIMENEZ GARY F 5.00 X X 5788 0 0 JOHNSON CRAWFORD L 5.00 X X 5788 0 0 LEWIS SANDRA 5.00 X X 2839 0 0 MORRISON JOHN C 5.00 X X 2299 0 0 O'NEIL KATHY 5.00 X X 11877 0 0 POON SIN YEE 40.00 X X 92461 0 24977 SANCHEZ ROXANNE 40.00 X X 44125 0 4614 SANDERS MARY 10.00 X X 17274 0 1170 ALMANZA SAUL 5.00 X 5153 0 0 ATWELL NANCY 5.00 X 4888 0 0 BAKER HARRY 5.00 X 6533 0 0 BASCONCILLO KATHERINE 5.00 X 4341 0 0 BEVAN LARRY A 5.00 X 43327 0 6202 BIBB AKBAR 5.00 X 4662 0 0 BISHOP KAREN L 5.00 X 5379 0 0 BLOMBERG KENNETH W 5.00 X 2411 0 0 BOUTTE DERRICK 5.00 X 577 0 0 BRYANT JAMES A 5.00 X 19541 0 2590 CASTILLANO GINA 5.00 X 4531 0 0 CHADWICK GAYLE 5.00 X 0 0 0 CORREA GREGORY L 5.00 X 2411 0 0 DARVELL SHEILA 5.00 X 5267 0 0 DOOHA AMY 5.00 X 6489 0 0 FLEMING DAVID 5.00 X 8844 0 0 GALES JOHN 5.00 X 4677 0 0 GHOLAR DOLORES 5.00 X 2411 0 0 GRAY GLADYS 5.00 X 6100 0 0 HIGHT DAVID 5.00 X 1950 0 0 JOUBERT KAREN 5.00 X 7713 0 0 KINCHLEY EDWARD P 5.00 X 10228 0 1287 LONGORIA ANDREA 5.00 X 6397 0 0 NEBEL JAMES 5.00 X 5004 0 0 REED VICKI D 5.00 X 1038 0 0 RODRIGUES MICHELLE 5.00 X 10004 0 0 RODRIGUEZ LEEA L 5.00 X 1038 0 0 SCHARDT JANET 5.00 X 3828 0 0 SOWERS JACQUELINE 5.00 X 4341 0 0 STERN ERIC 5.00 X 3397 0 0 TAM KENNETH 5.00 X 4341 0 0 TARAP OLIVER 5.00 X 0 0 0 TEN NORMAN Y 5.00 X 2056 0 2467 TERRY RENITA TOTAL 5.00 X 5165 0 0 THEARD MYNETTE 5.00 X 4341 0 0 THOMPSON CELESTINE 5.00 X 5042 0 0 TOPOLEWSKI LACY 5.00 X 1804 0 0 TURNER DAVID 5.00 X 4341 0 0 VILLANUEVA DENIS 5.00 X 5644 0 0 WILLIAMS MARCUS C 5.00 X 3290 0 0 SCHAPIRO SETH 40.00 X X 110912 0 36570 MORRISON JAMES M 40.00 X X 108786 0 34870 STECK WILLIAM J 40.00 X X 106530 0 38404 JEFFERSON FRANCES A 40.00 X X 106330 0 24039 BATEY STEPHANIE 40.00 X X 105928 0 28770 1131185 0 225507 5 0 0 0 WEINBERG ROGER & ROSENFELD 1001 MARINA VILLAGE PKWY 200 ALAMEDA CA 94501 LEGAL 585656 ELECTION SERVICES SOLUTIONS 100 BOYD STREET LONG BEACH NY 11561 COORDINATED INTERNAL ELECTIONS 207457 2 MEMBERSHIP DUES 561000 43273510 43273510 43273510 85648 85648 13981 13981 13981 13981 MISCELLANEOUS 561000 71988 71988 71988 43445127 43273510 0 171617 30500 1356685 12333492 1979652 2542153 1425405 647668 171305 86411 47728 977566 132508 2163795 878080 966251 6383 10228533 149783 96109 MEMBER RESOURCE CENTER 941558 SEIU SPECIAL ASSESSMENT 650839 NEGOTIATIONS & ARBITRAT 551165 TELECOMMUNICATIONS 257362 TRAINING 153723 2204761 40979415 10236474 15374119 1853880 1924565 27283 1800 771488 432274 463141 339214 8358799 5242328 20131 46598 20959708 22928624 2794409 2636052 1663137 1314846 4457546 3950898 X 16502162 18977726 16502162 18977726 20959708 22928624 X 2465712 9852 X 0 0 0 1294609 0 0 0 SEIU COPE 1800 MASSACHUSETTS AVE NW WASHINGTON DC DC 20036 200859683 15773 CANDIDATE PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 753236075 379642 INDEPENDENT EXPENDITURE PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 753236080 20819 PART IV, SUPPLEMENTAL INFORMATION: THE LOCAL REPRESENTS MANY PUBLIC EMPLOYEES, THEREFORE PROTECTING JOBS, WORKING CONDITIONS, AND WAGES OF IT'S MEMBERS DURING CITY AND COUNTY BUDGET DETERMINATIONS WAS NECESSARY. 54694 54694 716794 432274 284520 339214 ACCRUED EXPENSES 52737 ACCRUED VACATION 1006139 ACCRUED PAYROLL 255970 1314846 43445127 40979415 2465712 9852 9852 2475564 43454979 9852 9852 43445127 0 43445127 40979415 0 40979415 0 40979415 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 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 POSITION. 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 ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENT FOR THE YEAR ENDED DECEMBER 31, 2010. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER FROM MERGED ENTITIES 0. 1 A PHILIP RANDOLPH INSTITUTE 128 BAYVIEW CIRCLE SAN FRANCISCO CA 94214 132548181 501(C)(4) 5000 DONATION - ANNUAL DINNER/FUNDRAISER OPEIU LOCAL 3JWJ 1050 S VANNESS 201 SAN FRANCISCO CA 94110 940922785 501(C)(5) 5500 DONATION - SUPPORT JOBS WITH JUSTICE SEIU EMERGENCY & DISASTER RELIEF 1800 MASSACHUSETTS AVNW WASHINGTON DC 20036 360852885 501(C)(5) 20000 DONATION - HAITI RELIEF OTHER INFORMATION: PART IV: THE ORGANIZATION MAKES GRANTS ONLY TO QUALIFIED RECIPIENTS AND MONITORS THE USE OF FUNDS. X X X 0 0 0 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, WILL NOT BE REVIEWED BY THE GOVERNING BODY THIS YEAR BEFORE FILING, BUT THE BUDGET & FINANCE COMMITTEE WILL REVIEW THE FORM AT THEIR NEXT MEETING. THE BUDGET & FINANCE DIRECTOR WILL ADDRESS ANY QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL ACKNOWLEDGEMENT IS REQUESTED BY OFFICERS 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. 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 EXECUTIVE BOARD MINUTES ARE AVAILABLE ON-LINE AND FINANCIAL STATEMENTS AND CONFLICT OF INTEREST ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 9,852. TRANSFER FROM MERGED ENTITIES 0. TOTAL TO FORM 990, PART XI, LINE 5: 9,852. 100 OAK STREET CORPORATION 100 OAK STREET OAKLAND CA 94607 943195450 TITLE HOLDING COMPANY FOR EXEMPT ORGANIZATION CA 501(C)(2) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0