2017-09-18T09:38:15-05:00 2016-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2016-01-01 208192637 SEIU LOCAL 521 SEIU 4086783300 2302 ZANKER ROAD SAN JOSE CA 95131 RIKO MENDEZ CEO 4086783300 2017-09-18 1 SCOTT E HALLBERG CPA P01081188 2023319880 38.100.43.98 2017-09-18 10:36:56 ED P 8F72E301A453F475DDB880747CCED7D2AF7D6D45 560B6C30AC8283AFB414BB54267C82E88C1BCB5E 2016 2021-01-29 14:40:06Z RIKO MENDEZ 2302 ZANKER ROAD SAN JOSE CA 95131 29841729 0 X WWW.SEIU521.ORG X 2007 CA TO IMPROVE THE LIVES OF THE WORKERS AND THEIR FAMILIES BY ORGANIZING AND REPRESENTING THE PUBLIC SECTOR AND PUBLICLY FUNDED WORKERS. IN DOING SO, MEMBERS WIN BETTER CONTRACTS, IMPROVE WORKING CONDITIONS AND IMPROVE THE LIVES OF WORKERS AND THEIR FAMILIES. 33 32 149 0 0 0 131626 92871 31050542 29627529 10366 19262 100186 102067 31292720 29841729 0 0 0 0 15115765 14881900 0 0 0 15675742 12925638 30791507 27807538 501213 2034191 11066015 12829107 3119997 2758685 7946018 10070422 X THE MISSION OF SEIU LOCAL 521 IS TO PROVIDE OUR MEMBERS WITH A VOICE IN THE WORKPLACE,IN THEIR UNION AND IN THE LARGER COMMUNITY. THROUGH OUR ACTIONS, WE INTEND TO CREATE A MORE JUST AND HUMANE SOCIETY. WE ARE COMMITTED TO PROTECTING AND IMPROVING THE LIVES OF WORKERS AND THEIR FAMILIES. WE WILL WORK TO IMPROVE AND PROTECT THE SERVICES WE PROVIDE TO OUR COMMUNITIES. WE BELIEVE THAT BY WORKING TOGETHER AS A UNITED FRONT, WE CAN WIN BETTER CONTRACTS AND BUILD INDUSTRY POWER IN OUR REGION. 0 0 TO PROTECT & PRESERVE THE UNION AS A WHOLE IN THE PERFORMANCE OF IT'S LEGAL AND CONTRACTUAL OBLIGATIONS. 0 0 0 1 0 0 0 0 0 1 0 0 0 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 0 0 1 57 0 1 149 1 0 0 0 0 0 0 X 33 32 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X SEIU LOCAL 521 4086783300 2302 ZANKER ROAD SAN JOSE CA 95131 LUISA BLUE CHIEF ELECTED OFFICER (TO 6/30/16) 40.00 X X 84698 0 10626 KRISTINA SERMERSHEIM CHIEF ELECTED OFFICER (EFF. 7/1/16) 40.00 X X 53283 0 7971 LAURA BASUA LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 SONJA BENNETT LOCAL REGION VICE PRESIDENT 1.00 X 0 0 0 ALYSIA BONNER LOCAL FIRST VICE PRESIDENT 1.00 X X 0 0 0 MYRNA BRAVO LOCAL EXECUTIVE BOARD DELEGATE ALTERNATE 1.00 X 0 0 0 VICTOR CARAVEZ RAMIREZ LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 YVETTE CARREON LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 CONNIE CHEW LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 JANE CHRISTMANN LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ARVELIA COOPER-WHIGHAM LOCAL AFRAM EXEC BOARD DELEGATE 1.00 X 0 0 0 TAMMY DHANOTA LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 CARMELLA DISOPA LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ROSEANN DOMINGUEZ LOCAL TREASURER 1.00 X X 0 0 0 SERGIO GARCIA LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 CAROL A GARVEY LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 GWYNDOLYN HARSHAW LOCAL PRESIDENT 1.00 X X 0 0 0 JAMES HEANEY LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 JENNIFER JENSEN LOCAL REGION VICE PRESIDENT 1.00 X 0 0 0 MARIA KIDWELL LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 PAUL KLUNDER LOCAL TRUSTEE AT-LARGE 1.00 X 0 0 0 GARY LINSNER LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 TRINA MOEHRING LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 KAREN NAKATANI LOCAL APALA EXEC BOARD DELEGATE 1.00 X 0 0 0 MATTHEW NATHANSON LOCAL REGION VICE PRESIDENT 1.00 X 0 0 0 RODOLFO PLAZA LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 DARLYNN QUALLS LOCAL REGION TRUSTEE 1.00 X 0 0 0 LESBIA RECLOSADO LOCAL REGION TRUSTEE 1.00 X 0 0 0 ALICIA RIZO LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 HECTOR SAN ROMAN LOCAL REGION VICE PRESIDENT 1.00 X 0 0 0 JAVIER SANCHEZ LOCAL EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 RACHEL SUBEGA LOCAL LATINO CAUCUS EXEC BOARD DELEGATE 1.00 X 0 0 0 MULLISSA WILLETTE LOCAL SECRETARY 1.00 X X 0 0 0 ETHAN WINSTON LOCAL EXECUTIVE BOARD DELEGATE ALTERNATE 1.00 X 0 0 0 MING LEE DIRECTOR OF FINANCE 40.00 X 100071 0 42847 TOM ABSHERE DIRECTOR II 40.00 X 103170 0 29559 MARIAM ALVAREZ INTERNAL ORGANIZER 40.00 X 105388 0 13930 KAREN SUMMERS HR GENERALIST 40.00 X 109995 0 43018 556605 0 147951 4 0 1 0 CITY TEAM MINISTRIES 2304 ZANKER ROAD SAN JOSE CA 95131 LANDLORD 452638 WEINBERG ROGER AND ROSEFELD 1001 MARINA VILLAGE PKWY ALAMEDA CA 94501 LEGAL 433909 TPX COMMUNICATIONS PO BOX 509013 SAN DIEGO CA 92150 INTERNET, ETC. 231361 PG&E PO BOX 997300 SACRAMENTO CA 95899 UTILITIES 157391 ENTERPRISE RENT-A-CAR PO BOX 840173 KANSAS CITY MO 64184 RENTAL CAR 151877 5 92871 92871 MEMBER DUES 900099 29627529 29627529 29627529 19262 19262 70612 0 70612 70612 70612 MISCELLANEOUS REVENUE 900099 31455 31455 31455 29841729 29729596 0 19262 156578 8933181 1840585 3180021 771535 581440 104912 15923 238152 71451 872807 848969 469449 7456431 139088 373388 AGENCY FEE REBATES 675078 COMMUNICATIONS 350374 EQUIPMENT RENTAL AND MA 245734 MISCELLANEOUS EXPENSE 184562 297880 27807538 3266101 4733537 5858340 6231671 62609 64060 4060525 2261686 1877965 1798839 1000 1000 11066015 12829107 3119997 2758685 3119997 2758685 X 7921387 10012411 24631 58011 7946018 10070422 11066015 12829107 X 2034191 90213 X X 0 1 X 1 0 SEIU LOCAL 521 CANDIDATE PAC 555 CAPITOL MALL SACRAMENTO CA 95814 770686907 54153 SEIU LOCAL 521 INDEPENDENT EXPENDITURE COMMITTEE 555 CAPITOL MALL SACRAMENTO CA 95814 770686902 266897 1 0 0 511371 511371 1355653 624253 731400 749379 366586 382793 1444122 1270847 173275 1798839 VACATION, COMP AND SICK TIME PAYABLE 2590247 CHAPTER FUNDS PAYABLE 104069 OTHER LIABILITIES 56122 AMOUNTS HELD IN ESCROW 8247 2758685 X 30162779 321050 321050 29841729 0 29841729 28032264 224726 224726 27807538 0 27807538 PART X, LINE 2: THE LOCAL ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE LOCAL PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2016, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE LOCAL FILES RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PAC CONTRIBUTIONS PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENDITURES PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE PART XI AND XII ADJUSTMENTS ARE FOR: PART XI, LINE 2D - PAC CONTRIBUTIONS (413,921) PART XII, LINE 2D - PAC EXPENSES (374,430) INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 0 0 0 KAREN SUMMERS HR GENERALIST 109995 0 0 0 0 0 16531 0 26487 0 153013 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE LOCAL UNION IS A MEMBERSHIP BASED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A DUES PAYING MEMBERS ELECT THE OFFICERS AND EXECUTIVE BOARD OF THE LOCAL FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECEISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS OF THE LOCAL, ACCORDING TO THE LOCALS BYLAWS AND CONSTITUIONS. FORM 990, PART VI, SECTION B, LINE 11B REVIEW IS PERFORMED BY THE DIRECTOR OF FINANCE AND CHIEF EXECUTIVE OFFICER BEFORE FILLING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY IF A VIOLATION IS FOUND, THEN APPROPRIATE DISCIPLINARY AND/OR COORECTIVE ACTION WILL BE TAKEN. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE LOCALS WEBSITE FORM 990, PART XI, LINE 9: CASH ACCOUNT PREVIOUSLY NOT INCLUDED IN FORM 990, PART X 90,213. FORM 990, PART XII, LINE 1: THE MODIFIED CASH BASIS IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. MOST REVENUE IS RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED, WHILE MOST EXPENSES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN INCURRED EXCEPT FOR THE CAPITALIZATION OF PROPERTY AND EQUIPMENT AND THE RELATED DEPRECIATION EXPENSE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SEIU LOCAL 521 CANDIDATE PAC 555 CAPITOL MALL SACRAMENTO CA 95814 770686907 SEPARATE SEGREGATED FUND CA 527 0 SEIU LOCAL 521 INDEPENDENT EXPENDITURE PAC 555 CAPITOL MALL SACRAMENTO CA 95814 770686902 SEPARATE SEGREGATED FUND CA 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0