2015-09-29T15:06:22-05:00 2014-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2014-01-01 208192637 SEIU LOCAL 521 SEIU 4086783300 2302 ZANKER ROAD SAN JOSE CA 95131 LUISA BLUE CEO 4086783300 2015-09-29 1 SCOTT E HALLBERG CPA P01081188 2023319880 2014 2016-03-07 17:11:31Z LUISA BLUE 2302 ZANKER ROAD SAN JOSE CA 95131 32305007 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. 60 59 137 0 0 0 100000 1035048 29924113 31084086 3437 3022 74051 73620 30101601 32195776 0 0 0 0 14007654 14388201 0 0 0 16714447 15646538 30722101 30034739 -620500 2161037 8719222 10444850 3435454 3000045 5283768 7444805 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 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 144 0 1 137 1 0 0 0 0 0 0 X 60 59 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 GWYNDOLYN HARSHAW PRESIDENT 1.00 X 0 0 0 JOHN GUTIERREZ FIRST VICE PRESIDENT 1.00 X 0 0 0 ROSEANN DOMINGUEZ TREASURER 1.00 X 0 0 0 CARMEN MORALES EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LUIS AGUILAR EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 MYRNA BRAVO EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 HUONG CHUNG EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 DELORES CLEMENTE EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 TAMMY DHANOTA EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 DIANE GOLDWASSER EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 KAREN NAKATANI SECRETARY 1.00 X 0 0 0 CAROL GARVEY EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ADAM GINTZ EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ROY HARRIS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 REGINA KANE EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LESBIA RECLOSADO EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 VERONICA RODRIGUEZ EXECUTIVE BOARD DELEGATE 2.00 X 0 0 0 ROSEMARY ROMO EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 RACHEL SUBEGA EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LYDIA TORRES EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 GREGORIO GOMEZ EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 SERGIO GARCIA EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 GARY LINSNER EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LINDA KROLNIK-WALLACE EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ARVELIA COOPER - WHIGHAM AFRAM EXEC BOARD DELEGATE 1.00 X 0 0 0 CONNIE CHEW REGIONAL TRUSTEE 1.00 X 0 0 0 DONNA NIELSEN EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 HERMAN WILLIAMS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 IMELDA CEJA - BUTKIEWICZ EXECUTIVE BOARD DELEGATE ( 1.00 X 0 0 0 JAVIER SANCHEZ EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 JENNIFER JENSEN EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 JENNIFER STEGMAN EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 JOSHUA WALLACE EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LAURA BASUA EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 MARCELA ELIA BONILLA EXECUTIVE BOARD DELEGATE ( 1.00 X 0 0 0 MELANIE MARTINEZ TRUSTEE AT-LARGE 1.00 X 0 0 0 PHILIP BROWN REGIONAL TRUSTEE 1.00 X 0 0 0 PRESTON GEORGE II EXECUTIVE BOARD DELEGATE ( 1.00 X 0 0 0 RODOLFO PLAZA EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 SANTIAGO OCEGUERA EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 SONJA BENNETT EXECUTIVE BOARD DELEGATE ( 1.00 X 0 0 0 VALERIE PICKERING EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 VICTORIA RODRIGUEZ EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 WANDA YARBROUGH AFRAM EXEC BOARD DELEGATE 1.00 X 0 0 0 WILLIAM RAGLAND TRUSTEE AT-LARGE 1.00 X 0 0 0 DELIA HERRERA EXECUTIVE BOARD DELEGATE A 1.00 X 0 0 0 LORI NIEPOTH EXECUTIVE BOARD DELEGATE A 1.00 X 0 0 0 JOHN ROITZ REGIONAL TRUSTEE 1.00 X 0 0 0 MURIEL FREDERICK REGIONAL VICE PRESIDENT 1.00 X 0 0 0 MATTHEW NATHANSON REGIONAL VICE PRESIDENT 1.00 X 0 0 0 LUISA BLUE CHIEF ELECTED OFFICER 40.00 X 105007 0 19301 ALYSIA BONNER REGIONAL VICE PRESIDENT 1.00 X 0 0 0 TONYA YORK REGIONAL VICE PRESIDENT 1.00 X 0 0 0 105007 0 19301 1 0 0 0 CITY TEAM MINISTRIES 2304 ZANKER ROAD SAN JOSE CA 95131 LANDLORD 440211 WEINBERG ROGER AND ROSEFELD 1001 MARINA VILLAGE PKWY ALAMEDA CA 94501 LEGAL 363821 WORKING PARTNERSHIPS USA 2102 ALMADEN ROAD 107 SAN JOSE CA 95125 PROGRAM MANAGEMENT 165818 TELEPACIFIC COMMUNICATIONS 7111 N FRESNO STREET 250 FRESNO CA 93720 TELECOMMUNCATIONS 158742 ENTERPRISE RENT-A-CAR PO BOX 840173 KANSAS CITY MO 64184 RENTAL CAR 123500 8 300001 735047 1035048 MEMBER DUES 900099 31084086 31084086 31084086 3022 3022 90644 109231 -18587 -18587 -18587 MISCELLANEOUS REVENUE 900099 92207 92207 92207 32195776 31068521 0 92207 9064176 1466936 3135846 721243 485721 58157 291718 181729 439651 717712 222250 10129389 186408 380234 AGENCY FEE REBATES 623259 CONTRIBUTIONS 558547 EQUIPMENT RENTAL AND MA 555987 COMMUNICATIONS 362956 452820 30034739 121894 2071917 6416325 6343819 70549 62516 3958364 1992766 2109454 1965598 1000 1000 8719222 10444850 3435454 3000045 3435454 3000045 X 5263637 7420174 20131 24631 5283768 7444805 8719222 10444850 2161037 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 266536 SEIU LOCAL 521 CANDIDATE PAC 555 CAPITOL MALL SACRAMENTO CA 95814 770686907 126457 SEIU LOCAL 521 INDEPENDENT EXPENDITURE COMMITTEE 555 CAPITOL MALL SACRAMENTO CA 95814 770686902 140079 1 0 0 511371 511371 1355653 515161 840492 742095 325619 416476 1349245 1151986 197259 1965598 VACATION, COMP AND SICK TIME PAYABLE 2589580 CHAPTER FUNDS PAYABLE 123399 OTHER LIABILITIES 9368 AMOUNTS HELD IN ESCROW 277698 3000045 X 32571543 266536 266536 32305007 -109231 -109231 32195776 30526552 382582 382582 30143970 -109231 -109231 30034739 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, 2014 AND 2013, 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, 2014, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2011 THROUGH 2013 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 CONTRIBUTIONS PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE PART XI AND XII ADJUSTMENTS ARE FOR: PART XI, LINE 2D - PAC CONTRIBUTIONS (266,536) PART XII, LINE 2D - PAC EXPENSES (382,582) INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI AND XII, LINE 4B - ADJUSTMENT OF $109,231 DUE TO RENTAL EXPENSE INCLUDED ON SCHEDULE OF REVENUES. 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 11 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 XII, LINE 1: THE UNION USES THE MODIFIED CASH BASIS OF ACCOUNTING. THIS HAS NOT CHANGED SINCE LAST YEAR. FORM 990, PART XII, LINE 2C: THE EXECUTIVE BOARD IS RESPONSIBLE FOR HE SELECTION OF THE INDEPENDENT ACCOUNTANT AND ACCEPTANCE OF THE AUDITED FINANCIAL STATEMENTS.