2012-11-15T13:13:33-06:00 2011-12-31 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2011-01-01 201973983 SEIU UNITED HEALTH CARE WORKERS - WEST LOCAL 2005 SERV 5102511250 560 THOMAS L BERKLEY WAY OAKLAND CA 946121602 DAVE REGAN 5102511250 2012-11-15 1 TAMARA L BONGI P01200780 4157810793 2011 2016-02-24 21:20:13Z SEIU UHW LOCAL 2005 DAVE REGAN 560 THOMAS L BERKLEY WAY OAKLAND CA 946121602 102826285 0 X N/A X 2005 CA REPRESENTATION OF MEMBERS EMPLOYED IN THE HEALTH CARE INDUSTRY REGARDING EMPLOYMENT MATTERS. 295 30 1713 30 0 0 0 0 93175794 96424746 29447 65133 3306176 6313549 96511417 102803428 0 0 0 0 40538164 37708016 0 0 0 56728639 45941103 97266803 83649119 -755386 19154309 21480853 34582578 20524191 14476578 956662 20106000 X SEE SCHEDULE O. 0 0 THE ORGANIZATION PROVIDES SUPPORT FOR ITS MEMBERS THROUGH COLLECTIVE BARGAINING AND GRIEVANCE ASSISTANCE. 0 0 1 0 0 0 0 0 0 1 1 0 1 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 1 1 0 1 166 0 1713 1 0 0 0 0 0 0 X 295 30 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X EDGARD CAJINA 5102511250 560 THOMAS L BERKLEY WAY OAKLAND CA 946121602 X REGAN DAVE 40.00 X X 0 231882 54216 LYLES STANLEY 40.00 X X 102175 0 29800 SCHENIDER DEBORAH 1.00 X 0 93163 34302 ALVAREZ MARTHA 3.00 X 3267 0 120 BARO TERI A 3.00 X 4824 0 178 BOEDECKER ELAINE E 2.00 X 2725 0 100 CAMP JOLENE E 15.50 X 19880 0 732 CATINDIG EDUARDO 2.00 X 1585 0 58 CHOW LEON 40.00 X 109081 0 37145 COBOS MARTHA A 2.00 X 2189 0 81 DE LA CRUZ VICTORIA A 8.00 X 15451 0 569 DUFF JON R 2.00 X 3604 0 133 ESCAMILLA MYRIAM 40.00 X 132968 0 33023 EVERHARDT KELLYE A 2.00 X 1681 0 62 FLANIGAN LEA L 2.00 X 2631 0 97 FRANCO IRMA C 2.00 X 4247 0 156 GAMBOA MARIA L 2.00 X 1247 0 46 GUALVEZ CASS 40.00 X 113009 0 29429 HARRIS LESLIE 3.00 X 4880 0 180 HERNANDEZ JOSE V 2.00 X 807 0 30 LARIOS DEBRA K 2.00 X 2151 0 79 LEWIS BOB 4.00 X 6376 0 235 MALBERG REBECCA 40.00 X 132561 0 32951 MCARTHUR DAISY L 2.00 X 2966 0 109 MORALES ADOLFO 2.00 X 2303 0 85 NOBLE ANDREA 2.00 X 998 0 37 PCHELKINA VASILINA 2.00 X 1425 0 52 PERSON EARLENE 13.00 X 23243 0 855 POON POSUM 2.00 X 1639 0 60 RODRIGUEZ ROSALIA 2.00 X 1575 0 58 ROJAS LUZ M 8.30 X 10449 0 385 RUDDICK HAROLD 40.00 X 134611 0 24945 SANCHEZ JUAN 2.00 X 4804 0 177 SHYNGIRII NATALIIA 2.00 X 1904 0 70 SIMOES JOSE 40.00 X 133861 0 33309 STEWART KEISHA M 40.00 X 113699 0 45828 TAYLOR-SMITH CONNIE R 2.00 X 1644 0 60 VALDEZ REYNALDO 2.00 X 1128 0 41 VALLIN RODOLFO 13.50 X 19996 0 736 VILLAVERT JASON B 4.00 X 10463 0 385 WILLIAMS JIMI 2.00 X 1016 0 37 ABRAM RENITA 1.00 X 0 0 0 ACOSTA ALBERTO 1.00 X 0 0 0 ADAMS JUDIE F 1.00 X 1143 0 42 ALARID MARIA 1.00 X 0 0 0 ALCORN BRUCE W 1.00 X 0 0 0 ALLEN OLLIE J 1.00 X 388 0 14 ALLEN STEPHANIE D 2.00 X 7176 0 264 AMITAN LEONORA S 1.00 X 739 0 27 ANDREWS JESSICA L 1.00 X 777 0 29 ANDRITCAIA GALINA 1.00 X 1066 0 39 ANTONIO GLORIA D 1.00 X 2015 0 74 ARAIZA MARGARITA 1.00 X 180 0 7 AVALOS RUBEN 1.00 X 339 0 12 BARAJAS ABIGAIL 1.00 X 782 0 29 BARAJAS ELAINE M 1.00 X 1646 0 61 BARKER CONSTANCE 1.00 X 0 0 0 BARTON DIANE 1.00 X 1950 0 72 BECKLEHIMER WILLIAM 1.00 X 1938 0 71 BENSON TONY 1.00 X 1021 0 38 BISNETT NADINE 1.00 X 1831 0 67 BLAIR CLAUDETTE 1.00 X 250 0 9 BLINKS ALISHA 1.00 X 0 0 0 BODDIE ERICA E 2.00 X 5415 0 199 BOLANOS VIRGINIA 1.00 X 1132 0 42 BRITO KRISS 1.00 X 0 0 0 BROXTON-HENDERSON ELLA 9.50 X 11614 0 427 BURRUS LARRY 1.00 X 328 0 12 BUSSEY LYNN 2.00 X 4357 0 160 BYERS HAZEL 1.00 X 1031 0 38 CAIN KAREN E 14.50 X 37592 0 1383 CALDWELL SANDRA 1.00 X 1349 0 50 CHANG YENG 1.00 X 451 0 17 CHARLES GLORIA 1.00 X 1506 0 55 CHAU GIANG S 1.00 X 866 0 32 CHEN FENG M 1.00 X 1142 0 42 CHOBAN NATALYA K 1.00 X 832 0 31 CLINE CATHERINE 1.00 X 543 0 20 CLYMER DAVID A 1.00 X 607 0 22 CONLEY JR LEODIS 1.00 X 1205 0 44 COREY ANGELA 1.00 X 1663 0 61 CORNELL LINDA L 1.00 X 648 0 24 CORONA ZENAIDA 1.00 X 1342 0 49 COSIO LASONIA J 1.00 X 1909 0 70 COSTANZA-MONTELLANO SARAH 8.80 X 12011 0 442 CRUDO ANGELINA 1.00 X 2142 0 79 CRUZ RICHARD J 1.00 X 1597 0 59 CUDDIHY JOHN 1.00 X 0 0 0 DADE JR JAMES O 1.00 X 0 0 0 DAKAY EVANGELINE 1.00 X 1927 0 71 DANG LAI W 1.00 X 681 0 25 DAY MICHAEL 1.00 X 2273 0 84 DEL PILAR ANICETO 1.00 X 1506 0 55 DELGADO JOSE M 2.00 X 6874 0 253 DELIZO CLETO 6.50 X 8444 0 311 DELUNA BOBBY 1.00 X 0 0 0 DENARDO SUSAN 2.00 X 5522 0 203 DENTON LEONIDA 4.00 X 9965 0 367 DIAZ DE LEON MARTHA 1.00 X 0 0 0 DRAGNI MARYANA 1.00 X 0 0 0 DRAUGHN MARTHA D 1.00 X 95 0 3 ELLIS-LATHON DENISE 1.00 X 706 0 26 ESTRADA RICARDO 1.00 X 1377 0 51 EVANS IVORY 2.00 X 7466 0 275 EVERLY KIMBERLY 1.00 X 1137 0 42 FARRO MAUREEN C 1.00 X 296 0 11 FAVORS LATRENA 1.00 X 1208 0 44 FERGUSON LELAND 1.00 X 2178 0 80 FERNANDEZ GLORIA 1.00 X 2456 0 90 FLETCHALL MICHEULA J 1.00 X 1244 0 46 FLORES ANTONIO 2.00 X 7082 0 261 FOWLER SANJANETTE 1.00 X 359 0 13 FRESQUEZ NANCY 1.00 X 1249 0 46 FRIEDMAN JUSTIN G 1.00 X 868 0 32 FRYAR TEREES 1.00 X 787 0 29 FUENTES YVETTE 1.00 X 1823 0 67 FURCH LUCY 1.00 X 762 0 28 GABISON DANIELLE A 2.00 X 4465 0 164 GARCIA SONIA 1.00 X 1133 0 42 GEORGE JOYCE A 1.00 X 229 0 8 GILMORE GLORIA R 7.80 X 10731 0 395 GLAZER VLADIMIR 1.00 X 1269 0 47 GOMEZ JULIAN J 1.00 X 1675 0 62 GOMEZ SILVIA J 1.00 X 1453 0 53 GONTAR OXANA 1.00 X 450 0 17 GONZALEZ ESTHER 1.00 X 134 0 5 GRAY JIM 1.00 X 0 0 0 GREEN PAMELA 1.00 X 0 0 0 GUILLERMINA TENA 1.00 X 368 0 14 GUTSU NINA 1.00 X 0 0 0 GUZMAN GLORIA G 1.00 X 2830 0 104 HAMPTON VERNA 7.00 X 8877 0 327 HARDY JIMI 1.00 X 584 0 21 HARPER HAZEL R 1.00 X 2207 0 81 HARRIS TAMIKA 2.00 X 3051 0 112 HASTINGS MYLANE 1.00 X 1415 0 52 HEARNS BRYAN K 1.00 X 0 0 0 HEARTTE RACHELLE 5.50 X 14340 0 528 HEATH MARLA S 1.00 X 1531 0 56 HENRIQUES DENNIS 9.30 X 24236 0 892 HERNANDEZ CAROLYN 1.00 X 0 0 0 HERNANDEZ MARTA 1.00 X 884 0 33 HICKS BERNICE A 15.80 X 22586 0 831 HODGES BRENDA 1.00 X 499 0 18 HOLLEY CYNTHIA 1.00 X 0 0 0 HOLMAN HOLLICE 1.00 X 457 0 17 HOM PATRICIA 1.00 X 383 0 14 HONG CUIYING 1.00 X 866 0 32 HOOKLAND LINDY 2.00 X 4413 0 162 HU RUN H 1.00 X 600 0 22 HUNTER LINDA 1.00 X 1165 0 43 HUSS-HAVARDI CATHY A 1.00 X 2734 0 101 IBANEZ CARLOS 1.00 X 612 0 23 JACKSON RICHARD 1.00 X 832 0 31 JACKSON RONALD A 1.00 X 753 0 28 JACKSON TINA M 1.00 X 816 0 30 JEROME DARRELL 1.00 X 383 0 14 KALASHNIKOVA SOFIA S 1.00 X 969 0 36 KANTOROV SVETLANA 1.00 X 450 0 17 KENDALL MELODIE S 1.00 X 2331 0 86 KENDRICK SANGURAE 1.00 X 732 0 27 KHALAF SUHEIR 1.00 X 0 0 0 KIRKWOOD RHONDA 2.00 X 3019 0 111 KLIMCZAK ROBERT A 1.00 X 1763 0 65 KOCSIS LORIE A 1.00 X 2917 0 107 KORCHEVAYA ZINAIDA A 1.00 X 1116 0 41 KOZAK INNA I 1.00 X 250 0 9 KRYGSMAN CAROLINE 2.00 X 3087 0 114 KUKAVA VAKHIANG 1.00 X 1096 0 40 KURMAYEV ANNA 1.00 X 0 0 0 LANCASTER PRANARIA R 1.00 X 2704 0 100 LAO SIA 1.00 X 489 0 18 LEACHMAN SHARON R 1.00 X 518 0 19 LEE BOON H 1.00 X 1177 0 43 LEE DARLESTER 2.00 X 3012 0 111 LEE FUK S 1.00 X 1142 0 42 LEMAY LAWRENCE J 1.00 X 1604 0 59 LI YEUK L 1.00 X 1142 0 42 LINDE RANDAL 13.30 X 28560 0 1051 LOMBARDI CALI 1.00 X 1143 0 42 LOR BILL 1.00 X 0 0 0 LOTZ STANLEY L 1.00 X 1183 0 44 LOUDENSLAGER SHEILA 1.00 X 1570 0 58 MACHICA ADORAVIDA 1.00 X 1172 0 43 MACIAS MICHELLE A 1.00 X 1501 0 55 MAGANA SHARON K 2.00 X 7033 0 259 MAIN RUSSEL D 25.00 X 54261 0 1997 MALDONADO-PEREZ MARIA 2.00 X 4247 0 156 MANNING TERRY 1.00 X 1972 0 73 MARQUEZ BENJAMIN 1.00 X 2402 0 88 MARTIN JOELLA L 1.00 X 2206 0 81 MARTINEZ CAROLINA 1.00 X 103 0 4 MCCLAIN TINA L 13.00 X 13163 0 484 MCDANIEL JANIE L 1.00 X 219 0 8 MCDANIEL MARILYN 1.00 X 971 0 36 MCELROY JO ELLEN 1.00 X 1637 0 60 MCMANUS GERALDINE A 1.00 X 552 0 20 MENJIUAR VIDAIL 1.00 X 901 0 33 MERCADO ELOISA 1.00 X 574 0 21 MILLER KATHY 1.00 X 0 0 0 MORATAYA MILTON R 1.00 X 1197 0 44 MORRIS LYNN 2.00 X 3746 0 138 MUNOZ BONITA G 1.00 X 2070 0 76 NELSON LISA 1.00 X 0 0 0 NEWTON MARY 2.00 X 3222 0 119 NICKELL DEBORAH 2.00 X 3283 0 121 NORTON DONNA M 12.30 X 25222 0 928 OBRIEN PEGGY L 2.00 X 3039 0 112 OJEDA IRMA 1.00 X 123 0 5 ORNELAS PATRICIA 1.00 X 0 0 0 ORR TRINA Y 1.00 X 596 0 22 OTEWALT NICOLE 2.00 X 4313 0 159 OUELLETTE KATRINA 1.00 X 754 0 28 OYEWUMI OYEBANJI 1.00 X 1644 0 60 PADILLA EVA L 1.00 X 186 0 7 PADILLA GABRIELA M 1.00 X 2219 0 82 PARRA DE ENRIQUEZ EMA C 1.00 X 284 0 10 PEREIRA MARJORIE C 4.00 X 9243 0 340 PETROSHINSHIN VYACHESLOV 1.00 X 957 0 35 PLASCENCIA MARIA C 1.00 X 0 0 0 PLEDGER TRECENA 1.00 X 753 0 28 POLONSKAYA RAISA 1.00 X 277 0 10 POSOHINA TAJANA 1.00 X 1062 0 39 POWERS JOANNA 23.30 X 34995 0 1288 PRICE CARTINA M 1.00 X 1840 0 68 PULLEY REGINA 1.00 X 748 0 28 QUARLES MARC A 3.50 X 16921 0 623 QUINTANA JOSE M 1.00 X 923 0 34 QUINTERO MARIA 1.00 X 390 0 14 RADFORD ROSSANA A 1.00 X 1629 0 60 RADOVAN ALFRED F 1.00 X 368 0 14 RAGAS LANCE J 1.00 X 1098 0 40 RICE BLONDELL 1.00 X 462 0 17 RICHARDSON MARSHA 2.00 X 6907 0 254 RICHARDSON ROBERT L 1.00 X 439 0 16 RIVERA JULIO 7.80 X 10744 0 395 ROCK KEVIN 2.00 X 4652 0 171 RODRIGUEZ SANDRA M 1.00 X 337 0 12 ROMAY-SEWARD SYLVIA 1.00 X 276 0 10 ROSE REBECCA L 10.30 X 16839 0 620 RUIZ NORMA 1.00 X 1162 0 43 SAFARYAN GALYA 1.00 X 1145 0 42 SALCIDO TONYA 1.00 X 1509 0 56 SANCHEZ LETICIA 1.00 X 260 0 10 SANTILLANES MARIA 1.00 X 340 0 13 SARPONG NINA 2.00 X 3405 0 125 SCOTT DEBRA 1.00 X 0 0 0 SEYMOUR DELEANA 2.00 X 3505 0 129 SHENDRYA VIRGINIA E 1.00 X 728 0 27 SIMS SOPHIA R 1.00 X 1886 0 69 SIRMAY ANDREW Z 2.00 X 3042 0 112 SMITH DEDRIA 1.00 X 173 0 6 SMITH RON 1.00 X 0 0 0 SOLTERO ESTELA 1.00 X 589 0 22 SPEARS WYNONA M 2.00 X 6892 0 254 STENGEL NANCY 2.00 X 3898 0 143 STEVENS CATHALEEN 1.00 X 281 0 10 STEVENSON LENETRA S 1.00 X 266 0 10 STEWART NATHANIEL D 2.00 X 4200 0 155 STEWART-BROWN SHAWNA 1.00 X 0 0 0 TANG SALLY 1.00 X 1235 0 45 TAYLOR CONNIE M 1.00 X 735 0 27 TAYLOR MARTHA 2.00 X 4457 0 164 TERRY BUNNIE D 1.00 X 650 0 24 THIBAULT AMY E 1.00 X 385 0 14 THOMAS BEVERLEY E 1.00 X 739 0 27 THOMAS TINESHA 2.00 X 3082 0 113 TOLEDO GINA 1.00 X 1489 0 55 TOMASINO INES H 1.00 X 1111 0 41 TORIO ANNABELLE 1.00 X 1361 0 50 TORRES ANITA J 1.00 X 886 0 33 TORRES VICTOR MANUEL 1.00 X 0 0 0 TSYATSKA RAISA L 1.00 X 291 0 11 TURMAN DEBORAH F 1.00 X 36 0 1 TURNER-JACKSON LORETTA 1.00 X 666 0 24 VA VALENG 1.00 X 0 0 0 VALENZUELA MICHELLE 1.00 X 2216 0 82 VALLE REBEKAH 2.00 X 3420 0 126 VANENBURG TAMEEKA 1.00 X 857 0 32 WARD TERESA A 1.00 X 164 0 6 WELLS JOSEPHINE A 1.00 X 1123 0 41 WHEELER DORCAS 1.00 X 138 0 5 WIEDMAIER BRADLEY J 1.00 X 577 0 21 WILLEMS INGRID 1.00 X 1388 0 51 WILLIAMS RENEE M 2.00 X 5905 0 217 WINGERT PENNY 1.00 X 2036 0 75 WU CHU X 1.00 X 681 0 25 YOUNG BIRDENA 1.00 X 369 0 14 YU YAN W 1.00 X 773 0 28 ZARAGOZA GABRIELA 1.00 X 605 0 22 ZARO MOHAMMAD J 1.00 X 438 0 16 ZHAO QI-HUA 1.00 X 981 0 36 ZHAO RUI Y 1.00 X 958 0 35 ZHEN RUI X 1.00 X 831 0 31 ZHURAREL TATIANA 1.00 X 727 0 27 ARMENDARIZ HORTENCIA 40.00 X 115004 0 46059 BENSAID CHOKRI 40.00 X 113844 0 44542 DAVID AMADO G 40.00 X 113616 0 40764 PULLMAN GREGORY 40.00 X 131403 0 49027 TROSSMAN STEVE E 40.00 X 149172 0 45178 GUDE LISA 0.00 X 112978 0 29424 MEDINA ELISEO 0.00 X 0 315136 58542 2566086 640181 700064 14 1 1 0 CORNERSTONE PRINTING INC 423 WASHINGTON ST 5TH FLOOR SAN FRANCISCO CA 94111 PRINTER 1015210 WEINBERG ROGER & ROSENFELD 1001 MARINA VILLAGE PKWY 200 ALAMEDA CA 94501 LEGAL 946462 BREDHOFF & KAISER PLLC 805 FIFTEENTH ST NW WASHINGTON DC 20005 LEGAL 779817 AT&T MOBILITY PO BOX 9004 CAROL STREAM IL 601979004 PHONES 639437 AMERICAN ARBITRATION ASSOCIATION 1633 BROADWAY 10TH FLOOR NEW YORK NY 10019 LEGAL 586267 34 MEMBER DUES & FEES 561000 96424746 96424746 96424746 68476 68476 3343 -3343 -3343 -3343 19514 19514 0 RESERVE FUND 900099 4179249 4179249 REBATES/REIMBURSEMENTS 561000 1839316 1839316 OTHER REVENUE 900099 294844 294844 140 140 6313549 102803428 102738295 0 65133 2128079 23104354 3000433 7125826 2349324 714284 168652 188811 61083 2123158 396080 1761210 3074040 1625204 258759 26566302 394942 133184 NEGOTIATION, CAMPAIGN & 5470338 SPECIAL ASSESSMENT 2289887 SOLIDARITY EXPENSE 715169 83649119 2708549 10735 10728 9868717 1306965 549372 201793 705120 8315610 2585612 5290974 5729998 4359859 9644140 7601985 8074496 21480853 34582578 9293904 5542330 3524339 3436184 7705948 5498064 20524191 14476578 X 956662 20106000 956662 20106000 21480853 34582578 X 19154309 -4971 X 0 1 1 X 0 0 0 SEIU UHW-WEST PAC 555 CAPITAL MALL SACRAMENTO CA 958144602 680444433 0 524803 1955492 1955492 1314652 405351 909301 2632596 703071 1929525 2412870 1477190 935680 5729998 MARKETABLE DEBT SECURITIES 9644140 F 9644140 MORTGAGE NOTES RECEIVABLE 418507 DUES RECEIVABLE FROM MEMBERS 3546488 INVESTMENT IN UNITY HEALTH CARE WORKERS CORPORATION 4094284 DEFERRED LOAN FEE, NET 15217 8074496 PER CAPITA TAXES PAYABLE TO INTERNATIONAL UNION 3693923 SEIU INTERNATIONAL LOAN PAYABLE 1246573 CAPITAL LEASE OBLIGATIONS 557568 5498064 102803428 83649119 19154309 -4971 -4971 19149338 111010262 -4971 8192291 8187320 102822942 -19514 -19514 102803428 83934811 285692 285692 83649119 0 83649119 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE LOCAL IS EXEMPT FROM INCOME TAXES ON RELATED BUSINESS INCOME PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(5) AND THE APPLICABLE STATE OF CALIFORNIA CODE SECTION. THE LOCAL HAS ADOPTED ASC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PROVIDES GUIDANCE ON THE RECOGNITION, DE-RECOGNITION AND MEASUREMENT OF BENEFITS RELATED TO AN ENTITY'S UNCERTAIN TAX POSITIONS. MANAGEMENT EVALUATED THE LOCAL'S TAX POSITIONS AND CONCLUDED THAT THE LOCAL HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE LOCAL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL AND STATE, OR LOCAL TAX AUTHORITIES BEFORE YEAR 2008 AND 2007, RESPECTIVELY. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC ACTIVITY REPORTED ON FORM 990 FOR THE PAC 524,803. TRANSFER FROM OTHER FUNDS 7,067,488. RESERVE FUND 600,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -19,514. PART XIII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES REPORTED ON FORM 990 FOR THE PAC 386,178. INTERCOMPANY - UNITY RESERVE -120,000. COST OF GOODS SOLD 19,514. X X X 0 0 0 REGAN DAVE 0 228155 0 3727 0 0 0 35754 0 18462 0 286098 0 0 ESCAMILLA MYRIAM 132968 0 0 0 0 0 17776 0 15247 0 165991 0 0 0 MALBERG REBECCA 132561 0 0 0 0 0 17719 0 15232 0 165512 0 0 0 RUDDICK HAROLD 134611 0 0 0 0 0 17905 0 7040 0 159556 0 0 0 SIMOES JOSE 133861 0 0 0 0 0 17901 0 15408 0 167170 0 0 0 STEWART KEISHA M 113699 0 0 0 0 0 14977 0 30851 0 159527 0 0 0 ARMENDARIZ HORTENCIA 115004 0 0 0 0 0 15160 0 30899 0 161063 0 0 0 BENSAID CHOKRI 113844 0 0 0 0 0 14997 0 29545 0 158386 0 0 0 DAVID AMADO G 113616 0 0 0 0 0 15066 0 25698 0 154380 0 0 0 PULLMAN GREGORY 131403 0 0 0 0 0 17456 0 31571 0 180430 0 0 0 TROSSMAN STEVE E 149172 0 0 0 0 0 20884 0 24294 0 194350 0 0 0 GUDE LISA 112978 0 0 0 0 0 14977 0 14447 0 142402 0 0 0 MEDINA ELISEO 0 310878 0 4258 0 0 0 40080 0 18462 0 373678 0 0 ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 SEIU UNITED HEALTHCARE WORKERS - WEST LOCAL 2005 (UHW) IS A LABOR UNION REPRESENTING MEMBERS EMPLOYED IN THE HEALTH CARE INDUSTRY IN CALIFORNIA. UHW PROMOTES AND DEVELOPS THE SECURING OF ECONOMIC ADVANTAGES, INCLUDING BETTER WAGES, HOURS AND WORKING CONDITIONS, THROUGH ORGANIZING THE UNORGANIZED, COLLECTIVE BARGAINING, LEGISLATIVE AND POLITICAL ACTION AND THE UTILIZATION OF OTHER LAWFUL MEANS. OUR MISSION IS TO BUILD A WORKER'S ORGANIZATION DEDICATED TO BEING A POWERFUL FORCE TO CHANGE WORKERS' LIVES AND FIGHT FOR SOCIAL AND ECONOMIC JUSTICE. OUR VISION OF A WORKER'S ORGANIZATION IS ONE IN WHICH THERE IS AN EXPECTATION THAT MEMBERS LEAD AND DECIDE TOGETHER; ONE IN WHICH CONFLICT IS EMBRACED AS HEALTHY, NECESSARY, AND AN INEVITABLE PART OF MAKING POSITIVE CHANGE; AND ONE IN WHICH THE UNION'S INTEGRITY IS BEYOND REPROACH. OUR PURPOSE IS TO PROMOTE BETTER WORKING CONDITIONS AND A BETTER FUTURE FOR OUR MEMBERS AND ALL WORKING PEOPLE. IT IS OUR OBJECTIVE TO BUILD A STRONG AND MORE EFFECTIVE POLITICAL VOICE FOR WORKING PEOPLE, AND PROTECTING ALL WORKERS FROM UNACCEPTABLE OR UNJUST ACTIONS BY EMPLOYERS. WE ARE COMMITTED TO IMPROVING OUR WORKING LIVES; SUPPORTING OUR FAMILIES; ENSURING THAT WE ARE ABLE TO PROVIDE THE BEST QUALITY CARE TO OUR PATIENTS, CONSUMERS, AND RESIDENTS; AND PROMOTING QUALITY, AFFORDABLE HEALTH CARE FOR ALL. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO MAY VOTE TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE DIRECTOR OF FINANCE/CONTROLLER. THE DIRECTOR OF FINANCE/CONTROLLER RECEIVED LEGAL REVIEW AND PROVIDED THE FORM 990 TO UNION OFFICERS FOR REVIEW. THE FORM 990 WAS SIGNED BY EITHER THE PRESIDENT OR VICE PRESIDENT. THE EXECUTIVE BOARD WAS INFORMED AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF MUST DISCLOSE ANY CONFLICT OF INTEREST AS PER CURRENT UHW POLICY. ACCOUNTING WOULD REPORT TO THE UHW CHIEF OF STAFF, PRESIDENT AND/OR VICE PRESIDENT ANY APPARENT CONFLICT OF INTEREST FOUND. IN A CONFIDENTIAL MANNER, THE OUTSIDE ETHICS OFFICERS AND THE IN-HOUSE OMBUDSPERSON INVESTIGATE / PROCESS ANY COMPLAINT ABOUT CONFLICTS OF INTEREST SUBMITTED BY ANY MEMBERS OR STAFF. ANY MEMBER MAY FILE A WRITTEN COMPLAINT ALLEGING VIOLATIONS OF THE POLICY AND CODE, AND THE ETHICS OMBUDSMAN PERSON IS CHARGED WITH REVIEWING TO DETERMINE IF A REFERRAL SHOULD BE MADE TO THE OUTSIDE ETHICS OFFICER. THE POLICY PROVIDES PROTECTION AGAINST RETALIATION AND ENSURE CONFIDENTIALITY OF THE REPORTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DETERMINES AND APPROVES COMPENSATION TO OFFICERS, DIRECTORS AND KEY EMPLOYEES BY COMPARING WITH OTHER ORGANIZATION FOR SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. HOURS DEVOTED TO RELATED ORGANIZATIONS PER WEEK FORM 990, PART VII, SECTION A, COLUMN B NAME HOURS _______________________________ LYLES, STANLEY 2 MALBERG, REBECCA 2 MEDINA, ELISEO 40 REGAN, DAVE 7 RUDDICK, HAROLD 1 SCHNEIDER, DEBORAH 37 SIMOES, JOSE 1 STEWART, KEISHA 1 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -4,971. UNITY HEALTH CARE WORKERS CORPORATION 560 THOMAS L BERKLEY WAY OAKLAND CA 94612 943136667 REAL ESTATE HOLDINGS CA 501(C)(2) SEIU UHW WEST - LOCAL 2005 1 SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 399 560 THOMAS L BERKLEY WAY OAKLAND CA 94612 951498052 LABOR UNION CA 501(C)(5) SEIU UHW WEST - LOCAL 2005 1 SEIU LOCAL 250 560 THOMAS L BERKLEY WAY OAKLAND CA 94612 940562683 LABOR UNION CA 501(C)(5) SEIU UHW WEST - LOCAL 2005 1 SERVICE EMPLOYEES INTERNATIONAL UNION 1800 MASSACHUSETTS AVE NW WASHINGTON DC 20036 360852885 LABOR UNION DC 501(C)(5) N/A 0 SEIU UNITED HEALTHCARE WORKERS WEST-POLITICAL ACTION COMMITTEE 555 CAPITAL MALL SUITE 125 SACRAMENTO CA 95814 680444433 POLITICAL ORGANIZATION CA 527 SEIU UHW WEST - LOCAL 2005 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 UNITY HEALTHCARE WORKERS CORP A 140935 CASH UNITY HEALTHCARE WORKERS CORP J 972818 CASH UNITY HEALTHCARE WORKERS CORP Q 120000 CASH SEIU UHW PAC P 216728 CASH SEIU UHW PAC R 524803 CASH