Form 990 for tax year 2023
Filed by SERVICE EMPLOYEES INTERNATIONAL UNION.
Totals
- Total revenue
- $34,303,623
- Total expenses
- $33,078,380
- Contributions and grants received
- $189,263
- Grants paid
- $46,060
- Program service revenue
- $33,178,165
- Investment income
- $545,990
- Other revenue
- $390,205
- Total assets, end of year
- $29,929,238
- Total liabilities, end of year
- $8,078,100
- Net assets or fund balances, end of year
- $21,851,138
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
1f · All other contributions, gifts and grants
$189,263
-
2a · Program service revenue: MEMBER DUES
total $33,178,165 · related or exempt $33,178,165
-
3 · Investment income
total $545,990 · excluded $545,990
-
6a · Gross rents
real property $340,800
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $340,800
-
6d · Net rental income or loss
total $340,800 · excluded $340,800
-
11d · All other revenue
total $49,405 · related or exempt $49,405
-
11e · Other revenue, total
$49,405
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $31,060
-
2 · Grants to domestic individuals
total $15,000
-
5 · Compensation of officers, directors and key employees
total $246,853
-
7 · Other salaries and wages
total $11,106,393
-
8 · Pension plan contributions
total $2,390,226
-
9 · Other employee benefits
total $4,625,161
-
10 · Payroll taxes
total $888,987
-
11b · Fees: legal
total $713,755
-
11c · Fees: accounting
total $237,902
-
11g · Fees: other
total $391,460
-
12 · Advertising and promotion
total $553,188
-
13 · Office expenses
total $255,897
-
16 · Occupancy
total $1,076,807
-
17 · Travel
total $486,692
-
19 · Conferences, conventions and meetings
total $453,721
-
20 · Interest
total $329,494
-
21 · Payments to affiliates
total $6,061,223
-
22 · Depreciation, depletion and amortization
total $444,429
-
23 · Insurance
total $235,391
-
24a · Other expenses: REPRESENTATIONAL ACTIVI
total $917,891
-
24b · Other expenses: COMMUNICATIONS
total $503,786
-
24c · Other expenses: ORGANIZING
total $458,333
-
24d · Other expenses: MEMORABILIA
total $375,506
-
24e · All other expenses
total $279,225
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,757,611 · end of year $13,938,055
-
2 · Savings and temporary cash investments
beginning of year $10,127,397 · end of year $5,353,630
-
9 · Prepaid expenses and deferred charges
beginning of year $14,654 · end of year $27,453
-
10a · Land, buildings and equipment: cost or other basis
$14,916,957
-
10b · Land, buildings and equipment: accumulated depreciation
$4,306,857
-
10c · Land, buildings and equipment, net
beginning of year $10,954,072 · end of year $10,610,100
-
23 · Secured mortgages and notes payable
beginning of year $6,487,000 · end of year $6,217,876
-
25 · Other liabilities
beginning of year $1,740,839 · end of year $1,860,224
-
27 · Net assets without donor restrictions
beginning of year $20,611,264 · end of year $21,836,507
-
28 · Net assets with donor restrictions
beginning of year $14,631 · end of year $14,631
Mission and programs · 2023
Mission
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.
Activities or mission (Part I)
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.
-
TO PROTECT & PRESERVE THE UNION AS A WHOLE IN THE PERFORMANCE OF IT'S LEGAL AND CONTRACTUAL OBLIGATIONS.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Riko MendezRIKO MENDEZ
CHIEF ELECTED OFFICER
- Total calculated
- $246,853
- From this org
- $176,838
- From related orgs
- $0
- Other
- $70,015
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,838
- Bonus
- $0
- Other
- $0
- Deferred
- $42,501
- Nontaxable benefits
- $27,514
- Filer's total
- $246,853
-
Mullissa WilletteMULLISSA WILLETTE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 40
-
Riley TalfordRILEY TALFORD
FIRST VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 40
-
Katherine SeloverKATHERINE SELOVER
TREASURER
- Total calculated
- $0
- Hours/week
- 40
-
James HeaneyJAMES HEANEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 40
-
Arvelia Cooper-WhighamARVELIA COOPER-WHIGHAM
AFRAM EXEC BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Silveria BarelaSILVERIA BARELA
APALA EXEC BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Rachel SubegaRACHEL SUBEGA
LATINO CAUCUS EXEC BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Alex LesniakALEX LESNIAK
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Andre ThomasANDRE THOMAS
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Angela BallouANGELA BALLOU
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Carol GarveyCAROL GARVEY
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Debbie AcostaDEBBIE ACOSTA
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Derek BahamondesDEREK BAHAMONDES
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Eric SchwarzentraubERIC SCHWARZENTRAUB
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Janet DiazJANET DIAZ
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Jijoho SagbohanJIJOHO SAGBOHAN
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Lashaka Pleasant DavisLASHAKA PLEASANT DAVIS
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Laura BasuaLAURA BASUA
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Lorena BrionesLORENA BRIONES
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Lucia SapiensLUCIA SAPIENS
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Maisha WillisMAISHA WILLIS
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Mercedes SeguraMERCEDES SEGURA
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Michael FernwoodMICHAEL FERNWOOD
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Natasha SimsNATASHA SIMS
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Natisha WilliamsNATISHA WILLIAMS
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Ocean BeverlyOCEAN BEVERLY
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Patricia MoranPATRICIA MORAN
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Robin HeberROBIN HEBER
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Robin WaltersROBIN WALTERS
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Sarah GianocaroSARAH GIANOCARO
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Xavier DupreeXAVIER DUPREE
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Yvette CarreonYVETTE CARREON
EXECUTIVE BOARD DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Andre OliveiraANDRE OLIVEIRA
EXECUTIVE BOARD DELEGATE ALT
- Total calculated
- $0
- Hours/week
- 1
-
Catalina GuevaraCATALINA GUEVARA
EXECUTIVE BOARD DELEGATE ALT
- Total calculated
- $0
- Hours/week
- 1
-
Connie ChewCONNIE CHEW
EXECUTIVE BOARD DELEGATE ALT
- Total calculated
- $0
- Hours/week
- 1
-
Katherine O'MalleyKATHERINE O'MALLEY
EXECUTIVE BOARD DELEGATE ALT
- Total calculated
- $0
- Hours/week
- 1
-
Gilbert GarciaGILBERT GARCIA
REGION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Trevor GillisTREVOR GILLIS
REGION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Karyn ClarkKARYN CLARK
REGION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alicia MettersALICIA METTERS
REGION VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Alicia AlemanALICIA ALEMAN
REGION VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Tammy DhanotaTAMMY DHANOTA
REGION VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Tania SalinasTANIA SALINAS
TRUSTEE AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Lucianne LatuLUCIANNE LATU
TRUSTEE AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Frank GardenFRANK GARDEN
SENIOR CES
- Total calculated
- $150,004
- From this org
- $148,852
- From related orgs
- $0
- Other
- $1,152
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,852
- Bonus
- $0
- Other
- $0
- Deferred
- $1,152
- Nontaxable benefits
- $0
- Filer's total
- $150,004
-
Robert KlimczakROBERT KLIMCZAK
CHIEF OF ORGANIZING
- Total calculated
- $200,573
- From this org
- $146,556
- From related orgs
- $0
- Other
- $54,017
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,556
- Bonus
- $0
- Other
- $0
- Deferred
- $34,093
- Nontaxable benefits
- $19,924
- Filer's total
- $200,573
-
Marlene ValdezMARLENE VALDEZ
INTERNAL ORGANIZER
- Total calculated
- $249,472
- From this org
- $141,781
- From related orgs
- $0
- Other
- $107,691
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,781
- Bonus
- $0
- Other
- $0
- Deferred
- $26,367
- Nontaxable benefits
- $81,324
- Filer's total
- $249,472
-
Deborah NarvaezDEBORAH NARVAEZ
EXEC REP TO CEO
- Total calculated
- $256,383
- From this org
- $141,049
- From related orgs
- $0
- Other
- $115,334
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,049
- Bonus
- $0
- Other
- $0
- Deferred
- $34,010
- Nontaxable benefits
- $81,324
- Filer's total
- $256,383
-
Michael CarterMICHAEL CARTER
COORDINATOR
- Total calculated
- $233,014
- From this org
- $137,346
- From related orgs
- $0
- Other
- $95,668
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,346
- Bonus
- $0
- Other
- $0
- Deferred
- $24,883
- Nontaxable benefits
- $70,785
- Filer's total
- $233,014
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
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 3
- BOARD APPROVES CEO'S COMPENSATION.
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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SEIU LOCAL 521 CANDIDATE PAC
527 · SEPARATE SEGREGATED FUND · CA
-
SEIU LOCAL 521 INDEPENDENT EXPENDITURE PAC
527 · SEPARATE SEGREGATED FUND · CA
-
SEIU LOCAL 521 ISSUES PAC
527 · SEPARATE SEGREGATED FUND · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413189349306081
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