2020-11-16T16:31:27-06:00 2019-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2019-01-01 943306474 AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES LOCAL 3299 AMER 5108441160 2201 BROADWAY STREET NO 101 OAKLAND CA 94612 KATHRYN LYBARGER PRESIDENT 5108441160 2020-11-16 1 JASMINE S BAKER P01452246 9252779100 66.7.226.66 2020-11-16 14:31:14 PS P D85FB602DC4FA66F28A631CB81EF53DF59ECABFA D85FB602DC4FA66F28A631CB81EF53DF59ECABFA 2019 2022-01-07 14:23:13Z X KATHRYN LYBARGER 2201 BROADWAY STREET NO 101 OAKLAND CA 94612 17717445 0 X WWW.AFSCME3299.ORG X 1998 CA TO PROTECT AND PRESERVE THE UNION AS A WHOLE IN THE PERFORMANCE OF ITS LEGAL AND CONTRACTUAL OBLIGATIONS. 50 42 181 0 0 0 0 0 18312606 17707606 1088 9839 161534 0 18475228 17717445 465430 131977 0 0 9378493 8890396 0 0 0 8996289 5929234 18840212 14951607 -364984 2765838 11233420 15788760 3277756 4433437 7955664 11355323 TO PROTECT AND PRESERVE THE UNION AS A WHOLE IN THE PERFORMANCE OF ITS LEGAL AND CONTRACTUAL OBLIGATIONS. 0 0 LOCAL REPRESENTED APPROXIMATELY 24,000 WORKERS OF UNIVERSITY OF CALIFORNIA ACROSS THE STATE, INCLUDING TEN CAMPUSES AND FIVE MEDICAL CENTERS, TO SOLVE PROBLEMS ON JOBS AND MAKE THE UNIVERSITY OF CALIFORNIA A BETTER PLACE TO WORK. 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 23 0 1 181 1 0 0 0 0 0 0 0 0 X 50 42 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 1 0 0 1 0 X FOLA SAWYERR 5108441160 2201 BROADWAY STREET 101 OAKLAND CA 94612 AVANT MICHAEL EXECUTIVE VP / E-BOARD MEMBER 10.00 X X 24683 0 0 CLARK BETTI HEIMBUCH SEC-TREASURER / E-BOARD MEMBER - 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CA PEOPLE SMALL CONTRIBUTOR PAC 555 CAPITAL MALL SUITE 400 SACRAMENTO CA 95814 680839291 0 125887 CONNIE M LEYVA FOR SENATE 2022 777 S FIGUEROA ST SUITE 4050 LOS ANGELES CA 90017 4700 0 DAVID CHIU FOR ASSEMBLY 2020 ID#1414326 268 BUSH STREET 2712 SAN FRANCISCO CA 94104 4700 0 DR RICHARD PAN SENATE 2018 OFFICEHOLDER 1787 TRIBUTE ROAD SUITE K SACRAMENTO CA 95815 3000 0 HOLLY MITCHELL FOR COUNTY SUPERVISOR 1127 11TH STREET SUITE 609 SACRAMENTO CA 95814 1500 0 KAMALAGER FOR ASSEMBLY 2020 FPPC ID 1415232 419 N LARCHMONT BLVD 37 LOS ANGELES CA 90004 3000 0 M SANTIAGO FOR ASSEMBLY 2020 ID #1414642 PO BOX 93382 PASADENA CA 91109 2500 0 PHIL TING FOR ASSEMBLY 2020 ID #1414586 2201 BROADWAY SUITE M-2 OAKLAND CA 94612 4700 0 RE-ELECT TONY THURMOND FOR SUPERINTENDENT OF PUBLIC INSTRUCTION 2022 312 CLAY STREET SUITE 300 OAKLAND CA 94607 7800 0 ROB BONTA FOR STATE ASSEMBLY 2020 1130 COLLEGE AVE ALAMEDA CA 94501 500 0 SHARON QUIRK-SILVA FOR ASSEMBLY 2020 2436 E 4TH STREET SUITE 256 LONG BEACH CA 90814 1000 0 WEBER FOR ASSEMBLY 2020 420 NORTH TWIN OAKS VALLEY ROAD 2 SAN MARCOS CA 92079 4700 0 AFSCME-CALIFORNIA PEOPLE INDEPENDENT EXPENDITURE COMMITTEE 555 CAPITAL MALL SUITE 400 SACRAMENTO CA 95814 300275248 0 125886 RE-ELECT MAYOR ARREGUIN 2020 ID #1409567 2201 BROADWAY SUITE M-2 OAKLAND CA 94612 250 0 COLONEL (RET) TOM UMBERG FOR SENATE 2022 POST OFFICE BOX 1630 SUNSET BEACH CA 90742 2000 0 PART I-A, LINE 1: AFSCME'S POLITICAL ACTION COMMITTEES ALLOW MEMBERS TO MAKE CONTRIBUTIONS INTO FUNDS THAT PROMOTE THE POLITICAL PROGRAM AND HELP ELECT CANDIDATES FRIENDLY TO WORKING FAMILIES. THROUGH THE POLITICAL PROCESS, PUBLIC EMPLOYEES CAN ELECT REPRESENTATIVES WHO ARE SENSITIVE TO MAINTAINING VITAL PUBLIC SERVICES AND COMMITTED TO DEALING WITH WORKERS FAIRLY. 1205875 1205875 2114473 2114473 196326 114558 81768 33366 24224 9142 3411258 ACCRUED VACATION 498360 INTERNATIONAL PER CAPITA 572880 PAYROLL LIABILITY 4335 1075575 X PART X, LINE 2: MANAGEMENT OF THE LOCAL HAS ANALYZED THE TAX POSITIONS TAKEN BY THE LOCAL AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2016. 0 CAPITAL AND MAIN 1910 W SUNSET BLVD SUITE 740 LOS ANGELES CA 90026 810895767 501(C)(3) 15000 2019 GENERAL SUPPORT FOR CAPITAL & MAIN CENTRAL COAST LABOR COUNCIL 816 CAMARILLO SPRINGS RD SUITE N CAMARILLO CA 93012 952762105 501(C)(5) 5500 LBR LDR DINNER 2019 CENTRAL LABOR COUNCIL - SACRAMENTO 2840 EL CENTRO ROAD SUITE 111 SACRAMENTO CA 95833 940824720 501(C)(5) 5250 2019 SALUTE TO LABOR AWARDS DINNER CENTRAL LABOR COUNCIL - SAN DIEGO 3737 CAMINO DEL RIO SOUTH SUITE 403 403 SAN DIEGO CA 92108 800180809 501(C)(5) 10000 SAN DIEGO & IMPERIAL COUNTIES LABOR COUNCIL DINNER LOS ANGELES COUNTY DEMOCRATIC PARTY 777 S FIGUEROA SUITE 4050 LOS ANGELES CA 90017 452498909 527 5800 2019 JFK CONTRIBUTION - ANNUAL AWARDS BANQUET RE-ELECT TONY THURMOND 921 11TH ST STE 904 SACRAMENTO CA 95814 527 7800 RE-ELECT TONY THURMOND 2022 1 5 0 0 0 AVENDANO TERESA FIELD COORDINATOR 116549 0 0 0 0 0 14889 0 37979 0 169417 0 0 0 HUGHES BRIDGET DIRECTOR OF EDUCATION & OPERATIONS 120214 0 0 0 0 0 16386 0 28058 0 164658 0 0 0 PATEL SETH NEWTON DIRECTOR OF NEGOTIATION AND GRIEVANC 127448 0 0 0 0 0 16878 0 24590 0 168916 0 0 0 PERLMAN ELIZABETH EXECUTIVE DIRECTOR 136116 0 0 0 0 0 17788 0 25308 0 179212 0 0 0 MARIN MATIAS GRIEVANCE & NEGOTIATIONS COORDINATOR 116366 0 0 0 0 0 15203 0 22996 0 154565 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LOCAL HAS THREE TYPES OF MEMBERS: A) MEMBERS - MEMBERS WHO HAVE VOTING RIGHTS AND PAY FULL DUES. THEY HAVE ALL RIGHTS AND PRIVILEGES OF BEING MEMBERS OF THE LOCAL. B) AGENCY FEE PAYERS - THEY PAY FULL DUES BUT HAVE NOT SIGNED THE MEMBERSHIP FORM. THEREFORE, AGENCY FEE PAYERS DO NOT HAVE RIGHTS TO ELECT THE GOVERNING BODY. C) OBJECTORS - AGENCY FEE MEMBERS WHO OBJECT THE FAIRSHARE CALCULATION. THESE MEMBERS ALSO DO NOT HAVE RIGHTS TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE EXECUTIVE BOARD (GOVERNING BODY) IS ELECTED BY MEMBERS ON A YEARLY BASIS. FORM 990, PART VI, SECTION A, LINE 7B DUES STRUCTURE CHANGES, CONSTITUTION CHANGES, BARGAINING TEAM ELECTIONS AND CONTRACTS ARE RATIFIED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON THE GOVERNING BODY'S BEHALF. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE EXECUTIVE BOARD AND TREASURER TO REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 15B THE EXECUTIVE BOARD REVIEWS THE COMPENSATION FOR THE OFFICERS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONSTITUTION IS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S FINANCIAL STATEMENTS AND CONFLICT-OF-INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE EXECUTIVE BOARD APPOINTS AN INDEPENDENT AUDITOR TO AUDIT THE FINANCIAL STATEMENTS. THE EXECUTIVE BOARD ALSO ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PART XI, LINE 8 THE 2018 TAX YEAR FORM 990 WAS FILED BEFORE THE AUDITED FINANCIAL STATEMENTS WERE AVAILABLE. THE FINAL AUDITED FINANCIAL STATEMENTS INCLUDED ADJUSTMENTS TO CASH AND INVESTMENTS AND RELATED INCOME, ACCUMULATED DEPRECIATION AND DEPRECIATION EXPENSE, ACCOUNTS PAYABLE, PROGRAM SERVICE REVENUE (DUES), MISCELLANEOUS INCOME, SALARIES AND BENEFITS, AND OPERATING EXPENSES, TOTALING $633,821. 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