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Nonprofiteer
← SERVICE EMPLOYEES INTERNATIONAL UNION

Form 990 for tax year 2023

Filed by SERVICE EMPLOYEES INTERNATIONAL UNION.

Totals

Total revenue
$3,057,178
Total expenses
$3,066,144
Contributions and grants received
$0
Grants paid
$15,000
Program service revenue
$2,763,545
Investment income
$67,450
Other revenue
$226,183
Total assets, end of year
$3,030,359
Total liabilities, end of year
$352,041
Net assets or fund balances, end of year
$2,678,318
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $2,763,545 · related or exempt $2,763,545

  • 3 · Investment income

    total $67,450 · excluded $67,450

  • 11a · Other revenue: FROM AFFILIATES

    total $213,515 · related or exempt $213,515

  • 11b · Other revenue: MEMBER CRISIS

    total $8,430 · related or exempt $8,430

  • 11c · Other revenue: EXPENSE REFUNDS

    total $4,238 · related or exempt $4,238

  • 11e · Other revenue, total

    $226,183

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $15,000

  • 5 · Compensation of officers, directors and key employees

    total $111,761

  • 6 · Compensation of disqualified persons

    total $188,319

  • 7 · Other salaries and wages

    total $522,644

  • 8 · Pension plan contributions

    total $124,875

  • 9 · Other employee benefits

    total $183,901

  • 10 · Payroll taxes

    total $55,472

  • 11b · Fees: legal

    total $78,858

  • 11c · Fees: accounting

    total $35,744

  • 11g · Fees: other

    total $16,548

  • 13 · Office expenses

    total $24,556

  • 14 · Information technology

    total $57,732

  • 16 · Occupancy

    total $146,922

  • 17 · Travel

    total $45,663

  • 19 · Conferences, conventions and meetings

    total $180,056

  • 21 · Payments to affiliates

    total $746,576

  • 22 · Depreciation, depletion and amortization

    total $71,123

  • 23 · Insurance

    total $10,149

  • 24a · Other expenses: ORGANIZING

    total $156,035

  • 24b · Other expenses: ADMINISTRATIVE LEAVE

    total $91,620

  • 24c · Other expenses: PUBLIC RELATIONS

    total $49,271

  • 24d · Other expenses: CONTINUING EDUCATION

    total $43,997

  • 24e · All other expenses

    total $109,322

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $102,972 · end of year $92,467

  • 2 · Savings and temporary cash investments

    beginning of year $2,035,975 · end of year $2,147,387

  • 4 · Accounts receivable

    beginning of year $124,478 · end of year $119,820

  • 10a · Land, buildings and equipment: cost or other basis

    $2,404,950

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,734,265

  • 10c · Land, buildings and equipment, net

    beginning of year $740,841 · end of year $670,685

  • 17 · Accounts payable and accrued expenses

    beginning of year $316,982 · end of year $352,041

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,687,284 · end of year $2,678,318

Mission and programs · 2023

Mission

TO SECURE IMPROVED WAGES, HOURS AND WORKING CONDITIONS FOR ITS MEMBERS THROUGH ORGANIZING, NEGOTIATIONS AND COLLECTIVE BARGAINING.

Activities or mission (Part I)

TO SECURE IMPROVED WAGES, HOURS AND WORKING CONDITIONS FOR ITS MEMBERS.

  • THE ORGANIZATION SECURED IMPROVED WAGES, HOURS AND WORKING CONDITIONS FOR ITS MEMBERS THROUGH ORGANIZING, NEGOTIATIONS AND COLLECTIVE BARGAINING.

As filed on the 2023 return.

Listed in Part VII

  • Andrew Potter

    CHIEF OF STA

    Total calculated
    $183,821
    From this org
    $154,095
    From related orgs
    $0
    Other
    $29,726
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,095
    Bonus
    not reported
    Other
    not reported
    Deferred
    $29,726
    Nontaxable benefits
    not reported
    Filer's total
    $183,821

  • Ray Sholtz

    CHIEF OF STA

    Total calculated
    $49,560
    From this org
    $39,902
    From related orgs
    $0
    Other
    $9,658
    Hours/week
    40

  • Byron Osborn

    PRESIDENT

    Total calculated
    $47,342
    From this org
    $37,490
    From related orgs
    $0
    Other
    $9,852
    Hours/week
    40

  • Cary Johnson

    RECORDING SE

    Total calculated
    $5,924
    From this org
    $4,896
    From related orgs
    $0
    Other
    $1,028
    Hours/week
    5

  • David Pasche

    TREASURER

    Total calculated
    $5,924
    From this org
    $4,896
    From related orgs
    $0
    Other
    $1,028
    Hours/week
    5

  • Lori Conant

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mark Dunn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Georgiann Stan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tim Fleury

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
11 June 2024
IRS schema version
2023v5.0
Source object
202442839349301234

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