2016-11-05T12:13:23-05:00 2015-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVE SUITE 1200WEST BETHESDA MD 20814 990 2015-01-01 260718017 SEIU UNITED LONG-TERM CARE WORKERS LOCAL UNION NO 6434 SEIU 2139850463 2910 BEVERLY BOULEVARD LOS ANGELES CA 90057 LAPHONZA R BUTLER PRESIDENT 2139850463 2016-11-05 1 SCOTT E HALLBERG CPA P01081188 2023319880 2015 2017-02-10 21:41:12Z LAPHONZA R BUTLER 2910 BEVERLY BOULEVARD LOS ANGELES CA 90057 26823209 0 X N/A X 2007 CA TO UNITE MEMBERS INTO ONE ORGANIZATION FOR THE PURPOSE OF IMPROVING ECONOMIC AND WORKING CONDITIONS THROUGH COLLECTIVE BARGAINING. X 67 44 404 0 0 0 200000 0 50134724 24990196 21032 35791 2494503 1797222 52850259 26823209 3108825 2116958 0 0 16658868 7673283 0 0 0 31740835 16394315 51508528 26184556 1341731 638653 41686448 16565321 11285318 8357637 30401130 8207684 TO UNITE MEMBERS INTO ONE ORGANIZATION FOR THE PURPOSE OF IMPROVING ECONOMIC AND WORKING CONDITIONS THROUGH COLLECTIVE BARGAINING. 0 0 TO PROTECT AND DEVELOP THROUGH COLLECTIVE ACTION, THE WELFARE AND INTERST OF ITS MEMBERSHIP, TO IMPROVE WORKING CONDITIONS, TO PROMOTE AND TO INCREASE HIGHER STANDARD OF WAGES AND BENEFITS, AND TO OBTAIN ECONOMIC ADVANTAGE THROUGH PARTICIPATION IN THE ACTIVITIES OF THE LABOR MOVEMENT AND THE COMMUNITY. 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 135 0 1 404 1 0 0 0 0 1 1 0 X 67 44 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X DERECK SMITH 2139850384 2910 BEVERLY BLVD LOS ANGELES CA 90057 LAPHONZA BUTLER PRESIDENT 40.00 X X 93781 0 17473 KIMBERLY EVON CHIEF OF STAFF 40.00 X X 76248 0 21631 EBONY YOUNG MEMBER OF EXECUTIVE BOARD 1.00 X 150 0 0 JIMMIE TAYLOR MEMBER OF EXECUTIVE BOARD 1.00 X 150 0 0 SUSANA HERNANDEZ MEMBER OF EXECUTIVE BOARD 1.00 X 300 0 0 ESPERANZA TORRES MEMBER OF EXECUTIVE BOARD 1.00 X 300 0 0 PEGGY CANSLER MEMBER OF EXECUTIVE BOARD 1.00 X 412 0 0 JORGE GARCIA MEMBER OF EXECUTIVE BOARD 1.00 X 440 0 0 KAREN COLE MEMBER OF EXECUTIVE BOARD 1.00 X 450 0 0 LIEN LU MEMBER OF EXECUTIVE BOARD 1.00 X 450 0 0 MARIA LUISA MEMBER OF EXECUTIVE BOARD 1.00 X 450 0 0 GUI QIN MEMBER OF EXECUTIVE BOARD 1.00 X 450 0 0 MARIO TORRES MEMBER OF EXECUTIVE BOARD 1.00 X 450 0 0 JIN XIAO MEMBER OF EXECUTIVE BOARD 1.00 X 450 0 0 MARICELA SERRANO MEMBER OF EXECUTIVE BOARD 1.00 X 550 0 0 LILY CHAN MEMBER OF EXECUTIVE BOARD 1.00 X 557 0 0 LATANYA BAILEY MEMBER OF EXECUTIVE BOARD 1.00 X 600 0 0 ANA DUARTE MEMBER OF EXECUTIVE BOARD 1.00 X 600 0 0 JOYCE DUREN MEMBER OF EXECUTIVE BOARD 1.00 X 600 0 0 MARIA ESTHER MEMBER OF EXECUTIVE BOARD 1.00 X 600 0 0 MAURILIA GUTIERREZ MEMBER OF EXECUTIVE BOARD 1.00 X 600 0 0 RODICA MOCANU MEMBER OF EXECUTIVE BOARD 1.00 X 600 0 0 ROSARIO QUINTERO MEMBER OF EXECUTIVE BOARD 1.00 X 600 0 0 CECILIA RIVAS MEMBER OF EXECUTIVE BOARD 1.00 X 600 0 0 GLORIA SILVESTRE MEMBER OF EXECUTIVE BOARD 1.00 X 600 0 0 HRIPSIME TAMAZYAN MEMBER OF EXECUTIVE BOARD 1.00 X 600 0 0 MARTHA FRANCO MEMBER OF EXECUTIVE BOARD 1.00 X 604 0 0 ZOILA RAMIREZ MEMBER OF EXECUTIVE BOARD 1.00 X 625 0 0 MELODY CHEN MEMBER OF EXECUTIVE BOARD 1.00 X 638 0 0 MURIEL CARR MEMBER OF EXECUTIVE BOARD 1.00 X 670 0 0 GEORGE EVANS MEMBER OF EXECUTIVE BOARD 1.00 X 670 0 0 ARMINDA SANCHEZ MEMBER OF EXECUTIVE BOARD 1.00 X 671 0 0 LESIA LOURO MEMBER OF EXECUTIVE BOARD 1.00 X 705 0 0 MA LI MEMBER OF EXECUTIVE BOARD 1.00 X 714 0 0 EARNIE SPENCER MEMBER OF EXECUTIVE BOARD 1.00 X 731 0 0 GUM PING MEMBER OF EXECUTIVE BOARD 1.00 X 763 0 0 ADDIE PARSON MEMBER OF EXECUTIVE BOARD 1.00 X 795 0 0 BLANCA CARIAS MEMBER OF EXECUTIVE BOARD 1.00 X 800 0 0 YOLANDA RICHARD MEMBER OF EXECUTIVE BOARD 1.00 X 925 0 0 ENRIQUE CAMACHO MEMBER OF EXECUTIVE BOARD 1.00 X 986 0 0 SUSAN ESCALANTE MEMBER OF EXECUTIVE BOARD 1.00 X 1307 0 0 MARKENZA DYAS MEMBER OF EXECUTIVE BOARD 1.00 X 1564 0 0 JULIE CHOW MEMBER OF EXECUTIVE BOARD 1.00 X 1730 0 0 JOYCE HAYASHI MEMBER OF EXECUTIVE BOARD 1.00 X 1754 0 0 BLANCA PINEDA MEMBER OF EXECUTIVE BOARD 1.00 X 2034 0 0 MARISSA AVILA MEMBER OF EXECUTIVE BOARD 1.00 X 2141 0 0 LOUIS JAMES MEMBER OF EXECUTIVE BOARD 1.00 X 2148 0 0 STEPHANIE TANIS MEMBER OF EXECUTIVE BOARD 1.00 X 2200 0 0 SONA KUYUMDZHYAN MEMBER OF EXECUTIVE BOARD 1.00 X 2251 0 0 LEONARD CAMARENA MEMBER OF EXECUTIVE BOARD 1.00 X 2340 0 0 LORIJON BROWN MEMBER OF EXECUTIVE BOARD 1.00 X 2838 0 0 MARIA CIBRIAN MEMBER OF EXECUTIVE BOARD 1.00 X 2957 0 0 BEATRIZ HERNANDEZ MEMBER OF EXECUTIVE BOARD 1.00 X 3006 0 0 DINA LOPEZ MEMBER OF EXECUTIVE BOARD 1.00 X 3135 0 0 MARIA DIAZ MEMBER OF EXECUTIVE BOARD 1.00 X 3397 0 0 MARGUERITE JOHNSON MEMBER OF EXECUTIVE BOARD 1.00 X 3435 0 0 SIMON FIELDS MEMBER OF EXECUTIVE BOARD 1.00 X 3543 0 0 CARMEN ROBERTS MEMBER OF EXECUTIVE BOARD 1.00 X 4377 0 0 SHANISHA ROBINSON MEMBER OF EXECUTIVE BOARD 1.00 X 4682 0 0 MICHELE REED MEMBER OF EXECUTIVE BOARD 1.00 X 6095 0 0 BRENDA JACKSON MEMBER OF EXECUTIVE BOARD 1.00 X 8016 0 0 DAVID MARTIR MEMBER OF EXECUTIVE BOARD 1.00 X 9862 0 0 CHERYL STUBBS MEMBER OF EXECUTIVE BOARD 1.00 X 16121 0 0 DIEDRA MATHIS MEMBER OF EXECUTIVE BOARD 1.00 X 235 0 0 ANTHONY STEWARD MEMBER OF EXECUTIVE BOARD 1.00 X 280 0 0 PAMELA TEMPLETON MEMBER OF EXECUTIVE BOARD 1.00 X 500 0 0 CLARENCE ROBBINS MEMBER OF EXECUTIVE BOARD 1.00 X 14294 0 0 298127 0 39104 0 0 0 0 MERCURY MAILING SYSTEMS 2727 EXPOSITION BLVD LOS ANGELES CA 90018 MAILING SERVICES 228979 BERLIN ROSEN 15 MAIDEN LANE 1600 NEW YORK NY 10038 LEGAL SERVICES 210355 RELIABLE TRANSLATIONS 121 W LEXINGTON DRIVE L106D GLENDALE CA 91203 TRANSLATION SERVICES 188828 CALIFORNIA EXCURSIONS & TRANSPORTATION 1132 W FLORENCE AVE INGLEWOOD CA 90301 TRANSPORTATION SERVICES 108623 4 MEMBERSHIP DUES & AGENCY FEE 900099 24990196 24990196 24990196 35791 35791 43460 0 43460 43460 43460 ISSUES FUND INCOME 900099 1003702 1003702 MISCELLANEOUS INCOME 900099 750060 750060 1753762 26823209 26743958 0 79251 2064551 52407 200635 4693343 846132 1383298 549875 84433 87000 1048445 11745 1044967 108261 533904 1156000 506042 10881639 428414 172415 MISC. 211428 COORDINATED BARGAINING 74567 AUTOMOTIVE EXPENSES 45055 26184556 21382235 4097647 5661426 594568 13478751 1011077 14048219 12467674 41686448 16565321 2779988 42532 8505330 8315105 11285318 8357637 X 30401130 8207684 30401130 8207684 41686448 16565321 X 638653 -22832099 X X 0 1 X 1 0 SEIU ULTCW STATE PAC 2910 BEVERLY BLVD LOS ANGELES CA 90057 473014439 284826 1 0 0 PART I-A, LINE 1: THE ORGANIZATION ESTABLISHED A STATE POLITICAL FUND FOR THE PURPOSE OF SUPPORTING STATE AND LOCAL CANDIDATES WHICH FURTHERS THE GOALS OF LABOR UNION ORGANIZATIONS AND COLLECTIVE BARGAINING WITHIN THE STATE OF CALIFORNIA. 3250000 3250000 10228751 1011077 9217674 12467674 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE LOCAL UNION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE LOCAL UNION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2015, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHICH WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THAT THE LOCAL UNION'S TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2012 THROUGH 2014 REMAIN SUBJECT TO EXAMINATION, BASED ON THE NORMAL STATUTORY PERIODS SUBJECT TO AUDIT, NOTWITHSTANDING ANY EVENTS OR CIRCUMSTANCES THAT MAY EXIST WHICH COULD EXPAND THE OPEN PERIOD. PART XII, LINE 4B - OTHER ADJUSTMENTS: MERGER EXPENSE 0 APALA 815 16TH ST NW 2ND FL WASHINGTON DC 20006 10083 COMMUNITY BENEFIT PROJECTS BROTHERHOOD CRUSADE 200 E SLAUSON AVE LOS ANGELES CA 90011 952543819 501 C 3 25000 COMMUNITY BENEFIT PROJECTS CALIFORNIA LONG TERM CARE 2910 BEVERLY BLVD LOS ANGELES CA 90057 954783487 501 C 3 457833 COMMUNITY BENEFIT PROJECTS CALIFORNIA SENIOR LEGISLATURE 1020 N ST 513 SACRAMENTO CA 95814 5000 COMMUNITY BENEFIT PROJECTS CAMPAIGN TO RAISE THE WAGE 777 S FIGUEROA 4050 LOS ANGELES CA 90017 350000 COMMUNITY BENEFIT PROJECTS CENTER FOR MEDICARE ADVOCACY 1025 CONNETICUT ST NW 709 WASHINGTON DC 20036 061172509 5000 COMMUNITY BENEFIT PROJECTS CHILDREN'S DEFENSE FUND 25 E ST NW WASHINGTON DC 20001 520895622 501 C 3 50000 COMMUNITY BENEFIT PROJECTS CLUE-LA 464 LUCAS AVE 202 LOS ANGELES CA 90017 264744884 501 C 3 5000 COMMUNITY BENEFIT PROJECTS COFEM 125 PASEO DE LA PLAZA 101 LOS ANGELES CA 90012 320154043 501 C 3 5000 COMMUNITY BENEFIT PROJECTS COMMUNITY COALITION 8101 S VERMONT AVE LOS ANGELES CA 90044 950429881 10000 COMMUNITY BENEFIT PROJECTS COMMUNITY PARTNERS 1000 N ALAMEDA 240 LOS ANGELES CA 90012 954302067 501 C 3 7500 COMMUNITY BENEFIT PROJECTS CONGRESS OF CALIFORNIA SENIORS 1230 N ST 201 SACRAMENTO CA 95814 942724642 501 C 3 15000 COMMUNITY BENEFIT PROJECTS FIESTA EDUCATIVA OF SAN BERNAR 634 E SPRUCE ST ONTARIO CA 91761 954055182 5000 COMMUNITY BENEFIT PROJECTS GOVERNMENT ACTION & COMMUN INSTITUTE 4535 SHADY OAK WAY FAIR OAKS CA 95628 5000 COMMUNITY BENEFIT PROJECTS LA SPARKS 5120 W GOLDLEAF CIRCLE LOS ANGELES CA 90056 30000 COMMUNITY BENEFIT PROJECTS LOS ANGELES SENTINEL INC 3800 CRENSHAW BLVD LOS ANGELES CA 90008 952673465 25000 COMMUNITY BENEFIT PROJECTS MUJERES UNIDAS 3543 18TH ST 23 SAN FRANCISCO CA 94110 202986926 501 C 3 5000 COMMUNITY BENEFIT PROJECTS SCLC 6709 LA TIJERA BLVD 558 LOS ANGELES CA 90045 5500 COMMUNITY BENEFIT PROJECTS ST JOHN'S WELL CHILD & FAMILY 5701 S HOOVER ST LOS ANGELES CA 90037 944067758 10000 COMMUNITY BENEFIT PROJECTS SUCCESS IN CHALLENGES INC 4433 VILLAGE ROAD K LONG BEACH CA 90808 5000 COMMUNITY BENEFIT PROJECTS THE NATIONAL ACTION NETWORK 106 W 14TH ST NEW YORK NY 10039 113269182 501 C 4 5000 COMMUNITY BENEFIT PROJECTS UCLA FOUNDATION 675 PARK VIEW ST LOS ANGELES CA 90057 952250801 501 C 3 5000 COMMUNITY BENEFIT PROJECTS VISION TO LEARN 11611 SAN VICENTE BLVD 500 LOS ANGELES CA 90049 33333 COMMUNITY BENEFIT PROJECTS WORKING CA ISSUES COMMITTEE 550 S HOPE ST 100 LOS ANGELES CA 90071 85000 COMMUNITY BENEFIT PROJECTS ASSISTANCE WITH THE PAYMENT OF BURIAL COSTS. 7 3500 ASSISTANCE WITH THE PAYMENT OF RENTAL COSTS. 53 26300 ASSISTANCE WITH THE PAYMENT OF UTILITY COSTS. 57 22607 X X X 0 0 0 PART I, LINE 1B WRITTEN POLICY FORBIDS THE REIMBURSEMENT OF THE EXPENSES NOTED ABOVE. CASH 2015-07-31 18191909 FMV 474164197 SEIU LOCAL 2015 2910 BEVERLY BLVD LOS ANGELES CA 90057 501(C)(5) LAND, BUILDINGS, AUTOMOBILES AND OFFICE FURNITURE AND EQUIPMENT 2015-07-31 4165151 FMV 474164197 SEIU LOCAL 2015 2910 BEVERLY BLVD LOS ANGELES CA 90057 501(C)(5) ACCOUNTS RECEIVABLE 2015-07-31 5063532 FMV 474164197 SEIU LOCAL 2015 2910 BEVERLY BLVD LOS ANGELES CA 90057 501(C)(5) PREPAID EXPENSES, DEPOSITS AND OTHER ASSETS 2015-07-31 143783 FMV 474164197 SEIU LOCAL 2015 2910 BEVERLY BLVD LOS ANGELES CA 90057 501(C)(5) 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ONE CLASS ONLY: GENERAL MEMBERSHIP. MEMBERS ABLE TO PARTICIPATE IN UNION FUNCTIONS WHEREIN MEMBERSHIP IS A REQUIREMENT, E.G., ACCESS TO MEMBER BENEFITS OR VOTING IN UNION ELECTIONS FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS ELECTED BY THE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS OF THE GOVERNING BODY IS APPROVED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE GOVERNING BODY DOES NOT DELEGATE ITS AUTHORITY TO SUB-COMMITTEES. SUB-COMMITTEES ARE ADVISORY ONLY. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PRESENTED AT A REGULARLY SCHEDULED MEETING OF THE BOARD'S FINANCE COMMITTEE, WHO RECOMMENDS ACTION TO THE GENERAL GOVERNING BODY. THE BOARD CONSIDERS THE ADVISEMENT OF THE FINANCE COMMITTEE BUT ACTS OF ITS OWN ACCORD IN DISPOSITION OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C A PERMANENT STAFF MEMBER IS ASSIGNED TO BE THE ETHICS LIASON WHO DEALS WITH THIS POLICY AND ITS ENFORCEMENT. ALSO, ALL STAFF AND GOVERNING BODY MEMBERS UNDERGO ETHICS TRAINING AND RECEIVE CERTIFICATION UPON COMPLETION. ALSO, THE BOARD MAINTAINS A PERMANENT STANDING ETHICS CMTE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED USING COMPARABILITY DATA AND ACCESS TO DATA POOLS MAINTAINED ON THE SUBJECT ON THE INTERNET. FORM 990, PART VI, SECTION C, LINE 18 ALL DOCUMENTS APPROPRIATE FOR NON-PROPRIETARY REVIEW ARE AVAILABLE BY WRITTEN REQUEST SUBMITTED TO THE UNION'S EXECUTIVE OFFICES AT THE MAIN LOS ANGELES HEADQUARTERS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 9: EFFECTIVE JUNE 2, 2015, A NEW CALIFORNIA STATEWIDE LONG TERM CARE LOCAL UNION WAS CHARTERED BY SERVICE EMPLOYEES INTERNATIONAL UNION. THIS CHARTER EFFECTIVELY COMBINED LONG TERM CARE MEMBERS FROM SEVERAL LOCAL UNIONS INCLUDING LOCAL 6434. AS A RESULT OF THIS REORGANIZATION AND UNIFICATION, ASSETS AND LIABILITIES WITH TOTAL VALUES OF $27,564,375 AND $4,732,276, RESPECTIVELY, WERE TRANSFERRED FROM SEIU LOCAL 6434 TO THE NEW CHARTERED LOCAL, SEIU LOCAL 2015. THE NET TRANSFER TOTALED TO $22,832,099. 2910 WEST BEVERLY LLC 2910 WEST BEVERLY BLVD LOS ANGELES CA 90057 HOLDS TITLE TO THE BUILDING WHERE THE LOCAL RESIDES CA 734355 15275270 SEIU-ULTCW LOCAL 6434 STATE PAC 2910 BEVERLY BLVD LOS ANGELES CA 90057 954852763 SEGREGATED STATE PAC FUND CA 527 SEIU-ULTCW 0 DIGNITY CA SEIU ULTCW LOCAL 6434 2910 BEVERLY BLVD LOS ANGELES CA 90057 300780098 SEGREGATED STATE PAC FUND CA 527 SEIU-ULTCW 0 SEIU-ULTCW 6434 STATE PAC 2910 BEVERLY BLVD LOS ANGELES CA 90057 473014439 SEGREGATED STATE PAC FUND CA 527 SEIU-ULTCW 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0