2025-11-17T20:24:49-06:00 2024-12-31 931474593 MILLER CPA GROUP PC 2131 PALOMAR AIRPORT ROAD SUITE 226 CARLSBAD CA 920111433 990 2024-01-01 201601433 WORKERS UNITED LOCAL 50 WORK 7145020220 527 S HARBOR BOULEVARD ANAHEIM CA 92805 PHIL ZUBIATE PRESIDENT 7145020220 2025-11-17 1 0 ALANA TAMARA MILLER P01584147 7606838630 2025-11-17 2024 2025-03-06 01:10:19Z PHIL ZUBIATE 527 S HARBOR BOULEVARD ANAHEIM CA 92805 3079924 0 5980 X WWW.WULOCAL50.ORG X 2004 CA THE LOCAL UNON IS ENGAGED IN THE IMPLEMENTATION OF ITS OBJECTIVES, WHICH ARE TO ORGANIZE ALL PERSONS WITHIN ITS JURISDICTION; TO ESTABLISH AND MAINTAIN EQUITABLE WAGE SCALES AND WORKING CONDITIONS; TO ELEVATE MORAL, SOCIAL, AND INTELLECTUAL STANDING OF ITS MEMBERS; TO GUARD THEIR FINANCIAL INTERESTS; TO PROMOTE THEIR GENEREAL WELFARE AND THE LOCAL UNION'S CARDINAL PRINCIPLE OF TRUTH, JUSTICE, AND MORALITY; TO SECURE EMPLOYMENT FOR ITS MEMBERS AND TO UPHOLD THE DIGNITY OF LABOR; AND TO ASSIST EMPLOYERS IN THE THEME PARK, ENTERTAINMENT VENUES AND THEIR RESTAURANTS AND RELATED INDUSTRIES IN ALL LEGITIMATE WAYS. 14 14 74 0 0 0 0 0 2930623 2949762 53745 103909 16575 19354 3000943 3073025 15000 34186 27729 38602 1001696 979127 0 0 0 1770663 1721898 2815088 2773813 185855 299212 8130789 9298974 158935 228812 7971854 9070162 X SEE SCHEDULE O 0 0 SEE SCHEDULE O 0 0 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 1 74 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 0 1 0 1 1 0 CA X PHIL ZUBIATE 7145020220 527 S HARBOR BOULEVARD ANAHEIM CA 92805 ANGEL ESPARZA PAST PRESIDENT 40.00 0.00 X X 123115 0 1855 PHILIP R ZUBIATE PRESIDENT 40.00 0.00 X X 65962 0 145 PEDRO M OCEGUERA 1ST VICE PRESIDENT 7.00 0.00 X X 34185 0 301 MATTHEW A GRENERT 1ST VICE PRESIDENT (PAST) 7.00 0.00 X X 19832 0 758 DALIA G MENDEZ 2ND VICE PRESIDENT 7.00 0.00 X X 9191 0 638 GRACE TORRES TREASURER 7.00 0.00 X X 12295 0 1862 JOSEPH D WIMBISH SECRETARY 7.00 0.00 X X 6354 0 819 CHRISTOPHER SHIVELY SECRETARY (PAST) 7.00 0.00 X X 78064 0 773 MARITZA R CARRANZA EXECUTIVE BOARD 2.00 0.00 X X 7288 0 20 ISRAEL GUZMAN ORTIZ EXECUTIVE BOARD 2.00 0.00 X X 78574 0 845 JORGE AVALOS EXECUTIVE BOARD 2.00 0.00 X X 2949 0 173 JICELA LOPEZ EXECUTIVE BOARD 2.00 0.00 X X 6096 0 185 NORENE LORENZO EXECUTIVE BOARD 2.00 0.00 X X 5652 0 2338 FRANCIS MORRISSEY EXECUTIVE BOARD 2.00 0.00 X X 2129 0 0 DAVID NAVA EXECUTIVE BOARD 2.00 0.00 X X 7114 0 6026 JIMENA OROZCO GONZALEZ EXECUTIVE BOARD 2.00 0.00 X X 10981 0 116 CRISTAL RUIZ EXECUTIVE BOARD 2.00 0.00 X X 2052 0 90 FRANCISCO SALGADO EXECUTIVE BOARD 2.00 0.00 X X 5924 0 340 ERIC K VENTRE EXECUTIVE BOARD 2.00 0.00 X X 6148 0 308 VIRGINIA AGUIRRE VARGAS EXECUTIVE BOARD (PAST) 2.00 0.00 X X 9913 0 1212 MITCHELL W SECHREST EXECUTIVE BOARD (PAST) 2.00 0.00 X X 6626 0 2299 LARRY HERNANDEZ TREASURER (PAST) 7.00 0.00 X X 8787 0 1295 CASSANDRA J LAYNE-BROWN 2ND VICE PRESIDENT (PAST) 7.00 0.00 X X 7195 0 393 MIGUEL A BELLO EXECUTIVE BOARD (PAST) 2.00 0.00 X X 6332 0 936 ADRIAN DAVIS EXECUTIVE BOARD (PAST) 2.00 0.00 X X 3938 0 894 EDWARD I GARZA EXECUTIVE BOARD (PAST) 2.00 0.00 X X 2310 0 202 529006 0 24823 1 0 0 0 0 DUES & INITIATION FEES 900099 2949762 2949762 2949762 110808 110808 6899 -6899 -6899 -6899 MISCELLANEOUS INCOME 900099 19354 19354 19354 3073025 2949762 0 123263 10109 24077 38602 553829 241343 16569 102303 65083 51565 64904 74923 109563 37682 47914 33627 8125 PER CAPITA 1170313 BUILDING EXPENSES 44245 SETTLEMENTS 38826 MEMBER ACTIVITIES 27947 12264 2773813 1821086 255966 242742 101288 278903 292170 13607 14243 1574653 601119 995160 973534 3087324 3835662 1691967 3826111 8130789 9298974 155812 225689 3123 3123 158935 228812 X 7971854 9070162 7971854 9070162 8130789 9298974 X 299212 802097 -3000 -1 X 0 1 X 1 0 0 0 1 0 0 PART I-A, LINE 1: THE LOCAL SUPPORTS POLITICAL ENGAGEMENT THROUGH A LEGALLY SEPARATE POLITICAL ACTION COMMITTEE (PAC). THE PAC IS FUNDED INDEPENDENTLY AND ALLOWS MEMBERS TO VOLUNTARILY CONTRIBUTE. 0 570000 570000 680000 396667 283333 253096 138235 114861 71557 66217 5340 973534 INVESTMENTS, OTHER 3826111 F 3826111 COLLECTED WAGES 3123 3123 X 3872122 802097 802097 3070025 3000 3000 3073025 2773813 0 2773813 0 2773813 PART X, LINE 2: THE LOCAL UNION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 (C) (5) OF THE INTERNAL REVENUE CODE AND SECTION 23701 (A) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE LOCAL UNION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509 (A) OF THE INTERNAL REVENUE CODE. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE LOCAL UNION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THE LOCAL UNION DID NOT HAVE ANY UNREALIZED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2024. THE LOCAL UNION FOLLOWS THE PROVISION OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FASB ACCOUNTING STANDARDS CODIFICATION. THE LOCAL UNION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THE LOCAL UNION BELIEVES THAT IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2024. MANAGEMENT BELIEVES THE LOCAL UNION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR THE YEARS PRIOR TO DECEMBER 31, 2019. 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 IF THE LOCAL UNION HAS TAKEN THE POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE LOCAL UNION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE LOCAL UNION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 (C) (5) OF THE INTERNAL REVENUE CODE AND SECTION 23701 (A) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE LOCAL UNION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509 (A) OF THE INTERNAL REVENUE CODE. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE LOCAL UNION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THE LOCAL UNION DID NOT HAVE ANY UNREALIZED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2024. 1 BOYS AND GIRLS CLUBS OF GREATER ANAHEIM-CYPRESS 10161 MOODY STREET CYPRESS CA 90630 952920990 501(C)3 5000 0 FUNDING FOR PROGRAM ACTIVITIES 1 0 SCHOLARSHIPS 6 6000 ACTUAL FOOD BANK 3220 18077 ACTUAL PART III LINE 2 THE LOCAL UNION PROVIDED PERISHABLE AND NONPERISHABLE FOOD ITEMS IN THE TOTAL AMOUNT OF $18,077 TO FULL MEMBERS WHO ARE IN GOOD STANDING. PART III LINE 1 THE LOCAL UNION ISSUED 6 $1,000 SCHOLARSHIPS TO MEMBERS IN GOOD STANDING OR TO THEIR DEPENDENTS WHO ARE ENROLLED AT ANY ACCREDITED COLLEGE, UNIVERSITY OR SPECIALIZED SCHOOL, AND COMPLETED AN APPLICATION SET BY THE LOCAL UNION. FORM 990, PART III, LINE 1 THE LOCAL UNON IS ENGAGED IN THE IMPLEMENTATION OF ITS OBJECTIVES, WHICH ARE TO ORGANIZE ALL PERSONS WITHIN ITS JURISDICTION; TO ESTABLISH AND MAINTAIN EQUITABLE WAGE SCALES AND WORKING CONDITIONS; TO ELEVATE MORAL, SOCIAL, AND INTELLECTUAL STANDING OF ITS MEMBERS; TO GUARD THEIR FINANCIAL INTERESTS; TO PROMOTE THEIR GENEREAL WELFARE AND THE LOCAL UNION'S CARDINAL PRINCIPLE OF TRUTH, JUSTICE, AND MORALITY; TO SECURE EMPLOYMENT FOR ITS MEMBERS AND TO UPHOLD THE DIGNITY OF LABOR; AND TO ASSIST EMPLOYERS IN THE THEME PARK, ENTERTAINMENT VENUES AND THEIR RESTAURANTS AND RELATED INDUSTRIES IN ALL LEGITIMATE WAYS. FORM 990, PART III, 4A, DESCRIPTION OF PROGRAM: THE LOCAL UNON IS ENGAGED IN THE IMPLEMENTATION OF ITS OBJECTIVES, WHICH ARE TO ORGANIZE ALL PERSONS WITHIN ITS JURISDICTION; TO ESTABLISH AND MAINTAIN EQUITABLE WAGE SCALES AND WORKING CONDITIONS; TO ELEVATE MORAL, SOCIAL, AND INTELLECTUAL STANDING OF ITS MEMBERS; TO GUARD THEIR FINANCIAL INTERESTS; TO PROMOTE THEIR GENEREAL WELFARE AND THE LOCAL UNION'S CARDINAL PRINCIPLE OF TRUTH, JUSTICE, AND MORALITY; TO SECURE EMPLOYMENT FOR ITS MEMBERS AND TO UPHOLD THE DIGNITY OF LABOR; AND TO ASSIST EMPLOYERS IN THE THEME PARK, ENTERTAINMENT VENUES AND THEIR RESTAURANTS AND RELATED INDUSTRIES IN ALL LEGITIMATE WAYS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS APPROXIMATELY 9,240 MEMBERS AT DECEMBER 31,2024. FORM 990, PART VI, SECTION A, LINE 7A OFFICER ELECTIONS ARE HELD EVERY 3 YEARS. THE LOCAL UNION MEMBERS ELECT THE OFFICERS OF THE LOCAL UNION. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS VOTE ON RECOMMENDATIONS OF THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 HS BEEN REVIEWED BY THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT AND THE OFFICERS OF THE LOCAL UNION ARE BASED ON COMPARABLE SALARIES WITHIN WORKERS UNITED THAT IS REVIEWED AND APPROVED BY THE EXECUTIVE BOARD. THE LOCAL UNION DOES NOT HAVE ANY KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE LOCAL UNION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -1. WORKERS UNITED SEIU 22 S 22ND STREET PHILADELPHIA PA 19103 264459382 LOCAL UNION PA 501(C)(5) N/A N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 WORKERS UNITED B 1000 ACTUAL WORKERS UNITED P 7993 ACTUAL