2023-11-15T09:33:28-06:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-01-01 208192637 SEIU LOCAL 521 SEIU 4086783300 2302 ZANKER ROAD SAN JOSE CA 95131 RIKO MENDEZ CEO 4086783300 2023-11-15 1 RIKO MENDEZ 999009999 1 ERIN CRANMER P01712644 2023319880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RIKO MENDEZ 2302 ZANKER ROAD SAN JOSE CA 95131 30156766 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. 42 41 143 0 0 0 2162249 141520 29210019 29424808 2999 19324 1680287 571114 33055554 30156766 58553 40371 0 0 17842556 18291776 0 0 0 11027112 12037675 28928221 30369822 4127333 -213056 29160965 28853734 8322014 8227839 20838951 20625895 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 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 31 0 1 143 1 1 1 0 0 0 0 0 0 0 X 42 41 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X SEIU LOCAL 521 4086783300 2302 ZANKER ROAD SAN JOSE CA 95131 RIKO MENDEZ CHIEF ELECTED OFFICER 40.00 X X 142931 0 61945 ALYSIA BONNER PRESIDENT 40.00 X X 0 0 0 MULLISSA WILLETTE FIRST VICE PRESIDENT 40.00 X X 0 0 0 DONALD ALLEN TREASURER 40.00 X X 0 0 0 JAMES HEANEY SECRETARY 40.00 X X 0 0 0 ARVELIA COOPER-WHIGHAM AFRAM EXEC BOARD DELEGATE 1.00 X 0 0 0 SILVERIA BARELA APALA EXEC BOARD DELEGATE 1.00 X 0 0 0 DEBBIE ACOSTA EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 DEREK BAHAMONDES EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ANGELA BALLOU EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LAURA BASUA EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 OCEAN BEVERLY EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LORENA BRIONES EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 VICTOR CARAVEZ RAMIREZ EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 YVETTE CARREON EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 BRENDA DELSID EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 JANET DIAZ EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 JASON DORSEY EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 XAVIER DUPREE EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 YOLANDA DURAN EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 MICHAEL FERNWOOD EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 CAROL GARVEY EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 SARAH GIANOCARO EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ROBIN HEBER EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 AYDE JAIME EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 AMALIA JOHNS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LINDA KROLNIK-WALLACE EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ALEX LESNIAK EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 PATRICIA MORAN EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LASHAKA PLEASANT DAVIS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 JOHN ROZO EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 LUCIA SAPIENS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ERIC SCHWARZENTRAUB EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 MERCEDES SEGURA EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 TRACY SHOFNER EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 NATASHA SIMS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ANDRE THOMAS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 ROBIN WALTERS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 NATISHA WILLIAMS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 MAISHA WILLIS EXECUTIVE BOARD DELEGATE 1.00 X 0 0 0 CONNIE CHEW EXECUTIVE BOARD DELEGATE ALT 1.00 X 0 0 0 CATALINA GUEVARA EXECUTIVE BOARD DELEGATE ALT 1.00 X 0 0 0 ANDRE OLIVEIRA EXECUTIVE BOARD DELEGATE ALT 1.00 X 0 0 0 KATHERINE O'MALLEY EXECUTIVE BOARD DELEGATE ALT 1.00 X 0 0 0 JIJOHO SAGBOHAN EXECUTIVE BOARD DELEGATE ALT 1.00 X 0 0 0 RACHEL SUBEGA LATINO CAUCUS EXEC BOARD DELEGATE 1.00 X 0 0 0 TREVOR GILLIS REGION TRUSTEE 1.00 X 0 0 0 MELISSA GRIGGS REGION TRUSTEE 1.00 X 0 0 0 ALICIA ALEMAN REGION VICE PRESIDENT 1.00 X 0 0 0 TAMMY DHANOTA REGION VICE PRESIDENT 1.00 X 0 0 0 ALICIA METTERS REGION VICE PRESIDENT 1.00 X 0 0 0 KATHERINE SELOVER REGION VICE PRESIDENT 1.00 X 0 0 0 RILEY TALFORD REGION VICE PRESIDENT 1.00 X 0 0 0 TANIA SALINAS TRUSTEE AT-LARGE 1.00 X 0 0 0 MARLENE VALDEZ INTERNAL ORGANIZER 40.00 X 135667 0 100236 MING LEE DIRECTOR 40.00 X 134840 0 84812 DEBORAH NARVAEZ CHIEF OF STAFF 40.00 X 132198 0 105744 TENEYA JOHNSON CHIEF OF OPERATIONS 40.00 X 122495 0 55566 ROBERT KLIMCZAK CHIEF OF ORGANIZING 40.00 X 117996 0 47616 786127 0 455919 28 0 1 0 WEINBERG ROGER AND ROSEFELD 1375 55TH STREET EMERYVILLE CA 94608 LEGAL 615266 34 141520 141520 MEMBER DUES 900099 29424808 29424808 29424808 19324 19324 383508 0 383508 383508 383508 187606 187606 187606 30156766 29612414 0 402832 25371 15000 204876 10630315 2191779 4397519 867287 407421 243154 347019 579272 203182 999046 315343 345493 342956 5118662 475053 204226 REPRESENTATIONAL ACTIVI 1072164 ORGANIZING 625000 COMMUNICATIONS 531963 MEMORABILIA 26865 200856 30369822 7537825 7757611 10294652 10127397 18048 14654 14837644 3883572 11310440 10954072 29160965 28853734 6742661 6487000 1579353 1740839 8322014 8227839 X 20824320 20611264 14631 14631 20838951 20625895 29160965 28853734 -213056 0 X X 0 1 X 1 0 SEIU LOCAL 521 CANDIDATE PAC 555 CAPITOL MALL STE 1425 SACRAMENTO CA 95814 770696907 179710 1 0 0 3711371 3711371 9149683 2442441 6707242 197314 128959 68355 1779276 1312172 467104 10954072 VACATION, COMP AND SICK TIME PAYABLE 1560174 CHAPTER FUNDS PAYABLE 92292 OTHER LIABILITIES 88373 1740839 X 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, 2022 AND 2021, 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, 2022, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2019 THROUGH 2021 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE LOCAL FILES RETURNS. 0 SCHOLARSHIP AWARDS 10 15000 X 0 0 0 DEBORAH NARVAEZ CHIEF OF STAFF 132198 0 0 0 0 0 31135 0 74609 0 237942 0 0 0 MARLENE VALDEZ INTERNAL ORGANIZER 135667 0 0 0 0 0 25627 0 74609 0 235903 0 0 0 MING LEE DIRECTOR 134840 0 0 0 0 0 32586 0 52226 0 219652 0 0 0 RIKO MENDEZ CHIEF ELECTED OFFICER 142931 0 0 0 0 0 35323 0 26622 0 204876 0 0 0 TENEYA JOHNSON CHIEF OF OPERATIONS 122495 0 0 0 0 0 28944 0 26622 0 178061 0 0 0 ROBERT KLIMCZAK CHIEF OF ORGANIZING 117996 0 0 0 0 0 28338 0 19278 0 165612 0 0 0 PART I, LINE 3 BOARD APPROVES CEO'S COMPENSATION. 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 DECISIONS 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 FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY IF A VIOLATION IS FOUND, THEN APPROPRIATE DISCIPLINARY AND/OR CORRECTIVE 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 MODIFIED CASH BASIS OF ACCOUNTING 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. MODIFICATIONS INCLUDE ACCRUED VACATION LIABILITIES, CAPITALIZATION OF PROPERTY AND EQUIPMENT AND RELATED DEPRECIATION EXPENSE, AND DEBT RELATED TO THE PURCHASE OF THE BUILDING AND PROPERTY THAT SERVES AS LOCAL 521'S HEADQUARTERS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SEIU LOCAL 521 CANDIDATE PAC 555 CAPITOL MALL STE 1425 SACRAMENTO CA 95814 770686907 SEPARATE SEGREGATED FUND CA 527 0 SEIU LOCAL 521 INDEPENDENT EXPENDITURE PAC 555 CAPITOL MALL STE 1425 SACRAMENTO CA 95814 770686902 SEPARATE SEGREGATED FUND CA 527 0 SEIU LOCAL 521 ISSUES PAC 555 CAPITOL MALL STE 1425 SACRAMENTO CA 95814 SEPARATE SEGREGATED FUND CA 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0