2021-11-15T09:45:06-06:00 2020-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2020-01-01 360852885 SERVICE EMPLOYEES INTERNATIONAL UNION % ARUN IVATURY CFO SERV 2027307000 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 GERALD HUDSON SECRETARY-TREASURER 2027307000 2021-11-12 true GERALD HUDSON 999009999 Richard Ruvelson P00234075 3012726000 2 2020 2022-09-23 18:48:47Z MARY KAY HENRY 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 307590148 false 0647 X WWW.SEIU.ORG X 1921 DC Bargain collectively with employers to secure better working conditions, wages, and benefits for workers. 82 75 532 0 0 0 0 268261480 251205617 4928204 5404635 7278881 7579413 280468565 264189665 0 0 0 0 67433299 68198250 0 0 0 160705318 192797008 228138617 260995258 52329948 3194407 406490694 427673727 16990212 20077046 389500482 407596681 X SEE SCHEDULE O. false false Supporting organizing and bargaining efforts for affiliates and members and political action and education. false false true true false false false false false true true false false false true false true false true true false false false false false false false false true false false false false false true false false false false false true true true false true 270 0 true 532 true false true CA false false false false false false X 82 75 false false true false true true true true true false true true true true true true true true true true false X ARUN IVATURY CFO 2027307685 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 X Mary Kay Henry International President 35.0 2.0 X X 266245 0 114247 Gerald Hudson International Sec-Treas 35.0 1.0 X X 235041 0 86851 Valarie Long Executive Vice President 35.0 0.0 X X 209675 0 104626 Leslie Frane Executive Vice President 35.0 0.0 X X 209675 0 102604 Arcelia Saenz Executive Vice President 35.0 0.0 X X 209675 0 93579 Deirdre Fitzpatrick Chief of Staff 35.0 0.0 X 206958 0 65238 Neal Bisno Executive Vice President 35.0 0.0 X X 209675 0 52304 Heather Conroy Executive Vice President 35.0 0.0 X X 209675 0 45928 Barbara Rosenthal National Organizing Director 35.0 0.0 X 185991 0 57231 Alma Henderson Assoc. Gen Cnsl - Lead Atty 35.0 0.0 X 171596 0 56105 Steven Ury Deputy General Council 35.0 0.0 X 185460 0 41664 Michelle Healy Regional Organizing Director 35.0 0.0 X 175380 0 51180 Luisa Blue Exec Vice Pres (thru 9/20) 35.0 0.0 X X 155315 0 67263 Maria Peralta Political Programs Director 35.0 0.0 X 168755 0 44770 Arun Ivatury Chief Financial Officer 35.0 0.0 X 171074 0 40367 Marc Goumbri Deputy Chief of Staff 35.0 0.0 X 170961 0 39100 Lala Fatima Alaoui Ismaili Asst HR Dir Recr (thru 11/20) 35.0 0.0 X 181793 0 22253 Ayesha Whyte Chief HR Officer (eff 2/2020) 35.0 0.0 X 143018 0 18739 Peter Colavito Former Chief of Staff 10.0 0.0 X 101966 0 0 Tom Balanoff Vice President 1.0 0.0 X 0 0 0 Rob Baril Vice President 1.0 0.0 X 0 0 0 Kyle Bragg Vice President 1.0 0.0 X 0 0 0 Maria Castaneda Vice President 1.0 0.0 X 0 0 0 Lynne Fox Vice President 1.0 0.0 X 0 0 0 George Gresham Vice President 1.0 0.0 X 0 0 0 Sterling Harders Vice President 1.0 0.0 X 0 0 0 Karen Hart Vice President 1.0 0.0 X 0 0 0 David Holway Vice President 1.0 0.0 X 0 0 0 David Huerta Vice President 1.0 0.0 X 0 0 0 Greg Kelley Vice President 1.0 0.0 X 0 0 0 Sylvie Nelson Vice President 1.0 0.0 X 0 0 0 Roberto Pagan Rodriguez Vice President 1.0 0.0 X 0 0 0 Dian Palmer Vice President 1.0 0.0 X 0 0 0 Andy Potter Vice President 1.0 0.0 X 0 0 0 Dave Regan Vice President 1.0 0.0 X 0 0 0 Edgar Romney Vice President 1.0 0.0 X 0 0 0 Monica Russo Vice President 1.0 0.0 X 0 0 0 Bob Schoonover Vice President 1.0 0.0 X 0 0 0 Diane Sosne Vice President 1.0 0.0 X 0 0 0 Sharleen Stewart Vice President 1.0 0.0 X 0 0 0 Melissa Unger Vice President 1.0 0.0 X 0 0 0 April Verrett Vice President 1.0 0.0 X 0 0 0 Yvonne Walker Vice President 1.0 0.0 X 0 0 0 Becky Williams Vice President 1.0 0.0 X 0 0 0 Matt Yarnell Vice President 1.0 0.0 X 0 0 0 Andrea Acevedo Executive Board Member 1.0 0.0 X 0 0 0 Iris Altamirano Exec. Board Mmbr (thru 12/20) 1.0 0.0 X 0 0 0 Max Arias Executive Board Member 1.0 0.0 X 0 0 0 Martha Baker Executive Board Member 1.0 0.0 X 0 0 0 David Bridger Executive Board Member 1.0 0.0 X 0 0 0 David Broder Executive Board Member 1.0 0.0 X 0 0 0 Robert Broome Exec. Board Mmbr (thru 2/20) 1.0 0.0 X 0 0 0 Lisa Brown Executive Board Member 1.0 0.0 X 0 0 0 Joseph Bryant Executive Board Member 1.0 0.0 X 0 0 0 Elsa Caballero Executive Board Member 1.0 0.0 X 0 0 0 Cristina Cabral Executive Board Member 1.0 0.0 X 0 0 0 Barbara Cape Executive Board Member 1.0 0.0 X 0 0 0 Steve Catanese Executive Board Member 1.0 0.0 X 0 0 0 Merle Cuttitta Executive Board Member 1.0 0.0 X 0 0 0 Jimmy Davis Executive Board Member 1.0 0.0 X 0 0 0 Arnulfo De La Cruz Executive Board Member 1.0 0.0 X 0 0 0 Larry Engelstein Executive Board Member 1.0 0.0 X 0 0 0 Kimberly Evon Executive Board Member 1.0 0.0 X 0 0 0 David Garcias Executive Board Member 1.0 0.0 X 0 0 0 Kelly Gibbons Executive Board Member 1.0 0.0 X 0 0 0 Cathy Glasson Executive Board Member 1.0 0.0 X 0 0 0 Rich Gulla Executive Board Member 1.0 0.0 X 0 0 0 Jamie Gulley Executive Board Member 1.0 0.0 X 0 0 0 Rob Hill Executive Board Member 1.0 0.0 X 0 0 0 Zenia Javalera Executive Board Member 1.0 0.0 X 0 0 0 Eileen Kirlin Exec. Board Mmbr (thru 8/20) 1.0 0.0 X 0 0 0 Raymond Larcher Exec. Board Mmbr (thru 8/20) 1.0 0.0 X 0 0 0 Peter MacKinnon Executive Board Member 1.0 0.0 X 0 0 0 Alphonso Mayfield Executive Board Member 1.0 0.0 X 0 0 0 Riko Mendez Executive Board Member 1.0 0.0 X 0 0 0 Pia Morrison Executive Board Member 1.0 0.0 X 0 0 0 Meg Niemi Executive Board Member 1.0 0.0 X 0 0 0 Scott Phillipson Executive Board Member 1.0 0.0 X 0 0 0 Brad Rayson Executive Board Member 1.0 0.0 X 0 0 0 Margot Riphagen Exec. Board Mmbr (thru 11/20) 1.0 0.0 X 0 0 0 Ron Ruggiero Executive Board Member 1.0 0.0 X 0 0 0 Charlotte Shindler Executive Board Member 1.0 0.0 X 0 0 0 Milly Silva Executive Board Member 1.0 0.0 X 0 0 0 Wayne Spence Executive Board Member 1.0 0.0 X 0 0 0 Dean Staffieri Executive Board Member 1.0 0.0 X 0 0 0 Veronica Turner Executive Board Member 1.0 0.0 X 0 0 0 Grace Vergara-Mactal Executive Board Member 1.0 0.0 X 0 0 0 Ardis Watkins Executive Board Member 1.0 0.0 X 0 0 0 Ramona Welton Executive Board Member 1.0 0.0 X 0 0 0 Shirley Aldebol Board of Auditors 1.0 0.0 X 0 0 0 Yvonne Armstrong Board of Auditors 1.0 0.0 X 0 0 0 Cliff Cohn Board of Auditors 1.0 0.0 X 0 0 0 Faith Culbreath Board of Auditors 1.0 0.0 X 0 0 0 Tyler Downey Board of Auditors 1.0 0.0 X 0 0 0 Laura Garza Board of Auditors 1.0 0.0 X 0 0 0 Myra Glassman Board of Auditors 1.0 0.0 X 0 0 0 Maggie Laslo Board of Auditors 1.0 0.0 X 0 0 0 Tricia Schoeder Board of Auditors 1.0 0.0 X 0 0 0 Denise Solis Board of Auditors 1.0 0.0 X 0 0 0 3567928 0 1104049 263 true true false MR STRATEGIC SERVICES 1101 CONNECTICUT AVE NW FL 7 WASHINGTON DC 20036 CAMPAIGN SERVICES 3713392 DESIGN DATA SYSTEMS INC 610 PROFESSIONAL DR 102 GAITHERSBURG MD 20879 TECHNOLOGY SERVICES 3514421 BERLIN ROSEN LTD 1776 MASSACHUSETTS AVE NW WASHINGTON DC 20036 CONSULTING SERVICES 2567348 FREEMAN EXPOSITIONS INC 1600 VICEROY DR 100 DALLAS TX 752352312 EVENT SERVICES 2336053 PRECISION STRATEGIES LLC 901 NEW YORK AVE NW 503 WASHINGTON DC 20001 MARKETING SERVICES 1961731 72 0 PER CAPITA TAXES 900099 246391892 246391892 ADMINISTRATIVE REIMBURSEMENT 900099 1112323 1112323 DUES FROM LOCALS 900099 3701402 3701402 251205617 4024208 4024208 0 105595 105595 0 0 0 44780910 43400483 1380427 1380427 1380427 0 0 0 0 0 0 0 0 0 REIMBURSEMENTS FROM LOCALS AND OTHERS 900099 4482649 4482649 SETTLEMENT INCOME 900099 2988019 2988019 EXPENSE REIMBURSEMENTS 900099 3150 3150 7473818 264189665 258679435 5510230 X 0 0 0 0 3301368 0 44743805 7667796 8672501 3812780 0 6421337 241444 0 0 330312 26922570 6336605 1304534 7693934 0 5896355 5428486 0 1754541 0 5698050 239563 1229660 REIMBURSEMENTS/SUBSIDIES 59521808 REBATES TO AFFILIATES 42290483 LOCALS PROJECTS 17049274 BAD DEBT EXPENSE 2975776 1462276 260995258 5440864 25360550 143125618 131708127 0 0 39397980 36459204 0 0 0 0 16652137 14134032 0 0 1615880 1503259 10299158 9112081 568247 1187077 155074399 173401211 40445831 39712898 0 0 0 0 4169738 4207369 406490694 427673727 16759959 19613354 0 0 230253 463692 0 0 0 0 0 0 0 0 0 0 0 0 16990212 20077046 X 389500482 407596681 0 0 389500482 407596681 406490694 427673727 X 3194407 13595154 1306638 X false true X true false 29833011 SEIU POLITICAL EDUCATION & ACTION 1800 MASSACHUSETTS AVE NW WASHINGTON DC 20036 522263644 17932405 SEIU COMMITTEE ON POLITICAL EDUCATION 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 200859683 233167 UNITED WE CAN 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 475491558 5418083 UNITED WE CAN MICHIGAN 1800 MASSACHUSETTS AVE NW WASHINGTON DC 20036 830647866 2000 true false false PART I-A, LINE 1 - DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: Member to member communications in support of, or in opposition to, candidates for federal, state and local office. Payments for administrative and fundraising expenses for SEIU cope, the union's federally registered political action committee. false false 829220 761409 67811 9380059 8260793 1119266 89879 89879 0 1187077 1800 MASSACHUSETTS AVE CORP 39712898 C 39712898 0 0 X PART X, LINE 2 - FIN 48 FOOTNOTE: U.S. GAAP requires management to evaluate income tax positions taken and accrue an income tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has evaluated the income tax positions taken and concluded that as of December 31, 2020 AND 2019 there are no uncertain positions taken or expected to be taken that would require recognition in the consolidated financial statements. The General Fund (US), General Fund (Canada), PEA International, 1800 Mass, COPE and United We Can are subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax related interest or penalties for the periods presented in these consolidated financial statements. Should such penalties and interest be incurred, management's policy would be to recognize them as administrative expenses. Europe (Including Iceland and Greenland) 2 Program Services SEE PART V 3990839 East Asia and the Pacific Program Services SEE PART V 728624 South America 2 Program Services SEE PART V 455267 North America 2 Program Services SEE PART V 104406 Sub-Saharan Africa Program Services SEE PART V 258 6 6 5279394 5279394 false false false false false false PART I, LINE 3, COLUMN (E) - DESCRIPTION OF PROGRAM SERVICES: For all the regions listed in Part I, the expenditures by SEIU were spent to support organizing activities and collective bargaining in the respective regions outside the United States. X X X false false false Mary Kay Henry International President 266115 0 0 0 130 0 89010 0 25237 0 380492 0 0 0 Gerald Hudson International Sec-Treas 235041 0 0 0 0 0 61894 0 24957 0 321892 0 0 0 Heather Conroy Executive Vice President 209675 0 0 0 0 0 22083 0 23845 0 255603 0 0 0 Neal Bisno Executive Vice President 209675 0 0 0 0 0 28469 0 23835 0 261979 0 0 0 Luisa Blue Exec Vice Pres (thru 9/20) 132018 0 0 0 23297 0 52696 0 14567 0 222578 0 0 0 Leslie Frane Executive Vice President 209675 0 0 0 0 0 86616 0 15988 0 312279 0 0 0 Valarie Long Executive Vice President 209675 0 0 0 0 0 80781 0 23845 0 314301 0 0 0 Arcelia Saenz Executive Vice President 209675 0 0 0 0 0 68852 0 24727 0 303254 0 0 0 Deirdre Fitzpatrick Chief of Staff 203362 0 3596 0 0 40527 0 24711 0 272196 0 0 0 Marc Goumbri Deputy Chief of Staff 167865 0 3096 0 0 15586 0 23514 0 210061 0 0 0 Arun Ivatury Chief Financial Officer 166978 0 4096 0 0 16824 0 23543 0 211441 0 0 0 Maria Peralta Political Programs Director 165659 0 3096 0 0 20546 0 24224 0 213525 0 0 0 Ayesha Whyte Chief HR Officer (eff 2/2020) 141184 0 1834 0 0 0 0 18739 0 161757 0 0 0 Steven Ury Deputy General Council 181364 0 4096 0 0 10820 0 30844 0 227124 0 0 0 Barbara Rosenthal National Organizing Director 176792 0 2096 0 7103 0 32650 0 24581 0 243222 0 0 0 Lala Fatima Alaoui Ismaili Asst HR Dir Recr (thru 11/20) 110534 0 0 71259 0 0 22253 0 204046 0 0 0 Michelle Healy Regional Organizing Director 170284 0 5096 0 0 26777 0 24403 0 226560 0 0 0 Alma Henderson Assoc. Gen Cnsl - Lead Atty 168000 0 3596 0 0 31711 0 24394 0 227701 0 0 0 Peter Colavito Former Chief of Staff 101966 0 0 0 0 0 0 0 101966 0 0 0 PART I, LINE 1A - OTHER ITEMS PROVIDED TO OFFICERS AND KEY EMPLOYEES: The full-time officers are covered by the same SEIU Staff Travel & Expense Reimbursement Policy that applies to SEIU managers, except that full-time officers may book international travel at any time necessary to conduct SEIU business and for international travel only may travel in business (on a 3-class flight) or first class (on a 2- class flight) or premium economy (on a 1-class flight) when necessary for medical reasons. Officers may elect to use miles accrued during work travel to upgrade on other flights. Housing allowances are paid for officers and key employees upon review and prior approval in lieu of hotel stays when placed on a temporary assignment in a location other than their primary residence. PART I, LINE 1B - WRITTEN POLICIES FOR REIMBURSED EXPENSES: There is a written policy relating to first class air travel. There is a written policy regarding the payment of housing allowances. BLUE COMPASS SEE PART IV 420000 CONSULTING false ORGANIZING GROUP SEE PART IV 300000 CONSULTING false PART IV, LINE 1, COLUMN (B) - INTERESTED PERSON RELATIONSHIP: Eileen Kirlin, an Executive Board Member who retired during 2020, is the spouse of Steve Rosenthal, who is an owner of Organizing Group and Blue Compass, vendors that provided consulting services to SEIU. PART III, LINE 1: SEIU IS A LARGE INTERNATIONAL LABOR ORGANIZATION. IT IS FIRST AND FOREMOST AN ASSOCIATION OF WORKERS WHO HAVE JOINED TOGETHER TO PROTECT AND PROMOTE THE INTERESTS OF ITS MEMBERS AND ALL WORKERS BY BARGAINING COLLECTIVELY WITH THEIR EMPLOYERS TO SECURE BETTER WORKING CONDITIONS, WAGES AND SIMILAR BENEFITS. SEIU BELIEVES IN AND WILL FIGHT FOR A JUST SOCIETY WHERE ALL WORKERS ARE VALUED AND PEOPLE RESPECTED, WHERE ALL FAMILIES AND COMMUNITIES THRIVE, AND WHERE WE LEAVE A BETTER AND MORE EQUAL WORLD FOR GENERATIONS TO COME. SEIU FULL MISSION STATEMENT IS SET FORTH IN ITS CONSTITUTION AND BYLAWS. PART VI, SECTION A, LINE 4 - CHANGES TO ORGANIZATIONAL DOCS: Proposal 301A: Article IV, Section 1 was amended to give the IEB the authority to postpone the Convention in the event of an emergency and/or to convene the Convention electronically or by another means consistent with the law. Proposal 302: Article VI, Section 1 was amended to reduce the number of full-time Executive Vice Presidents from seven (7) to five (5). Proposal 304: Article XV, Section 6(c) was amended to eliminate the preference for Local Unions to implement percentage dues systems. PART VI, SECTION A, LINE 6 - MEMBERS: SEIU members are working men and women who are employed or engaged in any phase of private, nonprofit or public employment, over which SEIU claims or exercises jurisdiction. Members have the right to run for local union office, including governing boards, and to elect officers and members of the governing boards of their local unions. Members also have the right to elect delegates from their local unions to represent them at SEIU's highest governing body, the international convention, and at conventions of SEIU intermediate bodies such as state councils. PART VI, SECTION A, LINE 7A - MEMBERS POWER TO ELECT OR APPOINT: Under the SEIU Constitution & Bylaws, all union members in good standing have the right to run for elected office of their local union, as well as have the power to elect officers and members of their local unions' governing boards. Members also have the right to elect delegates from among their membership to represent them at SEIU's highest governing body, the international convention (as well as at the conventions of SEIU intermediate bodies, such as state councils). At the international convention, members, through their elected delegates, elect the officers and international executive board members of their international union. PART VI, SECTION A, LINE 7B - GOVERNANCE DECISIONS RESERVED TO MEMBERS: Members actively participate in all aspects of the governance of the union. Members, through their elected delegates at the international convention, elect from among their membership the officers and international executive board members of the international union. The international executive board is the highest decision-making body in SEIU between conventions, which take place every four years. PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: A copy of the form 990 was provided to all members of the SEIU international executive board for their review and comment before it was filed. The international executive board is a governing body of the SEIU with authority to act on behalf of the union. It presently consists of 75 officers who are responsible for overseeing the affairs and financial operations of the union. In addition to review by this governing body, the form 990 is carefully scrutinized by the SEIU's finance department and its outside auditors. Also, it is prepared in consultation with outside tax counsel to help ensure the union's compliance with all tax reporting requirements. PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY COMPLIANCE: The Code of Ethics and Conflict of Interest Policy is available to all covered individuals as defined in the Code (not just employees) and the public. It is appended to SEIU's Constitution and Bylaws and available through SEIU's website. All covered individuals must annually certify that they have reviewed and understand that Code, and that they agree to comply with it. PART VI, SECTION B, LINE 15 - DETERMINATION OF OFFICER COMPENSATION: Pursuant to Article XI, Section 6(c) of the SEIU Constitution and Bylaws, the International Executive Board (the "IEB") sets and approves the compensation of the International President and Secretary-Treasurer. Under Article VIII, Section 1(g) of the SEIU Constitution and Bylaws, the International President has the authority to fix the compensation for Executive Vice Presidents. In 2000, the IEB decided that future annual increases would be the same as that approved for SEIU managers. The annual increase for SEIU managers is included in the annual budget presented by the International Secretary-Treasurer to the IEB for its approval in January of each calendar year. PART VI, SECTION C, LINE 19 - AVAILABILITY OF GOVERNING DOCUMENTS AND F/S: The organization makes its governing document, its constitution and bylaws, available to the public through SEIU's website and by request. The Code of Ethics and Conflict of Interest Policy is appended to the Constitution and Bylaws and available to the public through SEIU's website. The organization's financial statements are made available upon request to the public and certain documents are available online. PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS: BAD DEBT RESERVE $ 1,306,638 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:21995539 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL SERVICES TOTAL FEES:4705875 FORM 990 PART IX LINE 11G DESCRIPTION:TEMPORARY HELP TOTAL FEES:221156 1800 MASSACHUSETTS AVENUE CORP 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 200451177 RE TITLE HLDG DC 501(C)(2) SEIU true SEIU COMMITTEE ON POLITICAL EDUCATION 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 200859683 POLITICAL ORG DC 527 SEIU true SEIU POLITICAL EDUCATION & ACTION FUND 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 522263644 POLITICAL ORG DC 527 SEIU true UNITED WE CAN 1800 MASSACHUSETTS AVE NW WASHINGTON DC 20036 475491558 POLITICAL ORG DC 527 SEIU true UNITED WE CAN MICHIGAN 1800 MASSACHUSETTS AVE NW WASHINGTON DC 20036 830647866 POLITICAL ORG DC 527 SEIU true false false false false false false false false false false true false false true true false true false false 1800 MASSACHUSETTS AVENUE CORP K 4674202 BILLINGS