Civic Intelligence

Seiu Local 1021

990 • Fiscal year 2018 • EIN 20-5893698

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

447 29th StreetOakland, CA 94609

(510) 350-9814

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.11x

Higher debt load relative to assets than 36% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

25th percentile

0.10x

Higher debt load relative to revenue than 25% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$207,674

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

88th percentile

18%

Faster asset growth than 88% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-1.3%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Assets

Up

$46,023,914

Up $7,084,790 (+18%) from 2017

Net Assets

Up

$40,906,207

Up $8,201,299 (+25%) from 2017

Liabilities

Down

$5,117,707

Down $1,116,509 (-18%) from 2017

Revenue

Down

$51,104,389

Down $672,811 (-1.3%) from 2017

Expenses

Down

$40,891,167

Down $3,479,692 (-7.8%) from 2017

Net Income

Up

$10,213,222

Up $2,806,881 (+38%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $23,140,715Liabilities 2011: $4,202,327Net Assets 2011: $18,938,3882011Assets 2012: $24,416,067Liabilities 2012: $5,849,123Net Assets 2012: $18,566,9442012Assets 2013: $26,968,230Liabilities 2013: $6,208,407Net Assets 2013: $20,759,8232013Assets 2014: $28,584,527Liabilities 2014: $6,037,556Net Assets 2014: $22,546,9712014Assets 2015: $28,742,323Liabilities 2015: $6,096,846Net Assets 2015: $22,645,4772015Assets 2016: $31,226,263Liabilities 2016: $5,673,364Net Assets 2016: $25,552,8992016Assets 2017: $38,939,124Liabilities 2017: $6,234,216Net Assets 2017: $32,704,9082017Assets 2018: $46,023,914Liabilities 2018: $5,117,707Net Assets 2018: $40,906,2072018Assets 2019: $54,550,519Liabilities 2019: $4,973,994Net Assets 2019: $49,576,5252019Assets 2020: $60,487,517Liabilities 2020: $4,413,068Net Assets 2020: $56,074,4492020Assets 2021: $59,492,320Liabilities 2021: $4,671,502Net Assets 2021: $54,820,8182021Assets 2022: $58,791,436Liabilities 2022: $8,056,590Net Assets 2022: $50,734,8462022Assets 2023: $67,069,503Liabilities 2023: $10,905,568Net Assets 2023: $56,163,9352023Assets 2024: $69,463,074Liabilities 2024: $10,629,729Net Assets 2024: $58,833,3452024

Highlighted filing

2018

Assets$46,023,914
Liabilities$5,117,707
Net Assets$40,906,207

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0Expenses 2011: $41,377,8372011Expenses 2012: $43,755,9402012Revenue 2013: $44,062,965Expenses 2013: $41,328,205Net Income 2013: $2,734,7602013Revenue 2014: $44,941,474Expenses 2014: $41,902,371Net Income 2014: $3,039,1032014Revenue 2015: $46,187,041Expenses 2015: $45,442,321Net Income 2015: $744,7202015Revenue 2016: $49,057,771Expenses 2016: $44,149,265Net Income 2016: $4,908,5062016Revenue 2017: $51,777,200Expenses 2017: $44,370,859Net Income 2017: $7,406,3412017Revenue 2018: $51,104,389Expenses 2018: $40,891,167Net Income 2018: $10,213,2222018Revenue 2019: $49,759,482Expenses 2019: $40,869,705Net Income 2019: $8,889,7772019Revenue 2020: $53,327,509Expenses 2020: $41,928,304Net Income 2020: $11,399,2052020Revenue 2021: $48,330,532Expenses 2021: $45,157,983Net Income 2021: $3,172,5492021Revenue 2022: $50,781,020Expenses 2022: $49,097,226Net Income 2022: $1,683,7942022Revenue 2023: $55,129,258Expenses 2023: $50,477,938Net Income 2023: $4,651,3202023Revenue 2024: $61,421,300Expenses 2024: $56,241,977Net Income 2024: $5,179,3232024

Highlighted filing

2018

Revenue$51,104,389
Expenses$40,891,167
Net Income$10,213,222
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$63,151,154
Mission and Program Overview

Mission

Our mission is to ensure that all workers and their families have a voice in our union, as well as our workplace, government, and communities.

To ensure that all workers and their families have a voice in our union, workplace and government.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$10,532,406$16,818,821▲ $6,286,415
Investments in Publicly Traded Securities$5,138,026$11,888,000▲ $6,749,974
Savings and Temporary Cash Investments$14,974,977$9,752,287▼ $5,222,690
Land, Buildings, and Equipment, Net$4,710,636$4,507,733▼ $202,903
Accounts Receivable$3,558,760$3,026,002▼ $532,758
Prepaid Expenses and Deferred Charges$14,164$23,495▲ $9,331
Total Assets$38,939,124$46,023,914▲ $7,084,790
Other Assets Total$10,155$7,576▼ $2,579
Liabilities
Accounts Payable and Accrued Expenses$4,017,686$4,756,910▲ $739,224
Mortgage Notes Payable Secured by Investment Property$1,919,639$0▼ $1,919,639
Other Liabilities$296,891$360,797▲ $63,906
Total Liabilities$6,234,216$5,117,707▼ $1,116,509
Net Assets / Fund Balance
Unrestricted Net Assets$32,704,908$40,906,207▲ $8,201,299
Total Net Assets Fund Balance$32,704,908$40,906,207▲ $8,201,299
Total Liabilities and Net Assets / Fund Balance$38,939,124$46,023,914▲ $7,084,790

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,933,248$2,615,541$6,548,789
Land$574,485-$574,485
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stead-mendez JohnExecutive DirectorFT$144,825$62,849$207,674
Lynch KristinDeputy Exec. Director (external Campaigns)FT$127,136$53,515$180,651
Lynch KristinDeputy Exec. Director (external Campaign-$123,133$57,518$180,651
Li RobertHead of Operatons & Labor RelationsFT$128,754$42,742$171,496
Obligacion NelyDeputy Director of Internal OrganizingFT$125,000$41,776$166,776
Morowitz LisaMember Engagement/staff Development DirectorFT$123,607$35,433$159,040
Morowitz LisaMember Engagement/staff Development-$118,607$40,433$159,040
Sanchez RoxannePresidentFT$118,538$15,288$133,826
Rutherford TheresaVice President-representationFT$89,698$37,214$126,912
Bryant JosephVice President-region DFT$105,692-$105,692
Teon-nicols RamsesVice President-organizingFT$68,320$21,653$89,973
Alexander AlysabethVice President-politics (thru 6/18)PT$24,225$23,124$47,349
Hardy DellfinaExecutive Board MemberPT$32,623$1,212$33,835
Popenuck ThomasVice President-region BPT$17,241$5,145$22,386
Jimenez GaryVice President-region CFT$10,111$9,309$19,420
Lewis SandraExecutive Board Member (eff. 1/18)PT$14,005-$14,005
Ortega De Cuevas FelipeExecutive Board MemberFT$11,148-$11,148
Valdez AngelExecutive Board MemberPT$9,459-$9,459
Arantes JoaoExecutive Board MemberFT$8,400-$8,400
Davis RheaExecutive Board MemberFT$8,400-$8,400
Meyers JulieExecutive Board MemberPT$7,700-$7,700
Landry CynthiaExecutive Board MemberPT$6,600-$6,600
La Rossa MargaretExecutive Board MemberPT$5,434-$5,434
Bibb AkbarExecutive Board MemberPT$4,277-$4,277
Fernandez AlfredExecutive Board Member-$4,089-$4,089
Eaton AmosTreasurerFT$3,600-$3,600
Correa Gregory LExecutive Board MemberFT$3,600-$3,600
Bowser LorraineExecutive Board MemberPT$3,600-$3,600
Faucett KarlaExecutive Board MemberPT$3,600-$3,600
Haines-carmickle Geneva DExecutive Board MemberPT$3,600-$3,600
Curiel EvelynExecutive Board MemberPT$3,600-$3,600
Park YeonExecutive Board MemberPT$3,600-$3,600
Boutte DerrickExecutive Board MemberPT$3,600-$3,600
Caulfield-schardt JanetSecretaryPT$3,600-$3,600
Riggleman MercedesExecutive Board MemberPT$3,600-$3,600
Taylor RobertExecutive Board MemberPT$3,600-$3,600
Sandberg Mary LeeExecutive Board MemberPT$3,600-$3,600
Duncan Mary EileenExecutive Board MemberPT$3,600-$3,600
Santiago ZenaidaVice President-region aPT$3,600-$3,600
Wise JamesExecutive Board MemberPT$3,600-$3,600
Wall SandraExecutive Board Member-$3,600-$3,600
Williams Marcus CVice President-region E-$3,600-$3,600
Wong JaniceExecutive Board Member-$3,600-$3,600
Jameyson DanielExecutive Board Member-$3,600-$3,600
Stern EricExecutive Board Member-$2,563-$2,563
Diep TinaExecutive Board MemberPT$1,916-$1,916
Magana MichaelExecutive Board Member (thru 3/18)-$900-$900

Board Members and Trustees

NameTitle
Albert PeterExecutive Board Member
Broussard MoniqueExecutive Board Member
Cooper NorlissaExecutive Board Member
Perez CristinExecutive Board Member
Nila JessicaExecutive Board Member (eff. 8/18)

Highest Paid Contractors

ContractorServicesLocationCompensation
Weinberg Roger & RosenfeldLegal Services1001 MARINA VILLAGE PKWY 200, Alameda, CA 94501$753,926
Community At WorkMember/program Development1 TUBBS STREET, San Francisco, CA 94107$104,250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$50,333,872
Investment Income
$685,217
Other Revenue
$85,300
Change in Net Assets
$10,213,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$21,137,717
Other Expenses$19,592,028
Grants and Similar Amounts Paid$161,422
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$13,160,188
Payments to Affiliates---$11,531,010
Other Employee Benefits---$3,137,123
Occupancy---$2,964,415
Pension Plan Contributions---$2,585,491
Payroll Taxes---$1,524,917
Fees for Services Legal---$925,942
Travel---$868,208
Current Officers, Directors, Trustees, and Key Employees---$729,998
Conferences and Meetings---$725,076
Information Technology---$681,022
Office Expenses---$473,972
Depreciation Depletion---$269,878
Grants to Domestic Orgs---$161,422
Insurance---$124,221
Fees for Services Accounting---$93,670
Interest---$92,615
Other Expenses---$73,559
Fees for Service Investment Mgmnt Fees---$71,104
Fees for Services Other---$70,028
Advertising---$8,853
All Other Expenses---$5,202
Total Functional Expenses$0$0$0$40,891,167
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seiu California State CouncilSacramento, CA501(c)(5)Donation - Fire Relief$55,000
Acce ActionOakland, CA501(c)(3)Support Cause$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
Yes
Subject to proxy tax
Yes

Section 527 Organizations

OrganizationLocationAmount
75-3236075Sacramento, CA$737,869
20-0859683Washington, DC$110,115
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$360,797
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has regular members that can elect the executive board and officers.

Form 990, Part VI, Section A, Line 7A

The regular members, with their votes, determine the executive board and officers. Through voting and executive board approval, governing issues are established.

Form 990, Part VI, Section A, Line 7B

Governance decisions are subject to approval by regular members.

Form 990, Part VI, Section A, Line 8B

The organization does not have a committee with the authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The 990 has been reviewed by the treasurer and the budget and finance committee, a subcommittee comprised of the officers of the union and members of the executive board.

Form 990, Part VI, Section B, Line 12C

Annual acknowledgement is requested by officers, directors and managerial employees that the policy has been read, understood, and agreed to its compliance. Periodic reviews by the operations department will be conducted to monitor compliance. If a conflict arises, it is reviewed by the operations department and if necessary, the individual will be excluded from making decisions in relation to applicable transactions.

Form 990, Part VI, Section B, Line 15

All compensation, which includes approval of staff collective bargaining agreements; stipend amounts and policy; calculations for key employees, directors, and other supervisory staff are approved by the executive board.

Form 990, Part VI, Section C, Line 19

The financial statements, governing documents and conflict of interest policy are available upon request. The organization's bylaws are also available through the organization's website. These documents are available for the same period of time set forth in sec. 6104(d).

Filing and Contact Details

Filer

Filer Name
Seiu Local 1021
EIN
20-5893698
Phone
5103509814
Address
447 29TH STREET, OAKLAND, CA 94609

Signing Officer

Name
Amos Eaton
Title
Treasurer
Phone
5103504527
Signed
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amos Eaton
Formed
2007
Legal Domicile
CA
Voting Board Members
43
Independent Board Members
34
Employees
243
Volunteers
34

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Pac expenses -1,474,800. Pac cash 96,310. Pac accrued expenses 13,714.

FORM 990, PART XII, LINE 2B:

The financial audit of the organization by independent certified public accountants was in progress and had not been completed as of the date of this form.

Raw XML AppendixShowing 400 of 862 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO ENSURE THAT ALL WORKERS AND THEIR FAMILIES HAVE A VOICE IN OUR UNION, WORKPLACE AND GOVERNMENT.
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IRS990/AllOtherExpensesGrp/TotalAmt05202
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IRS990/Form990PartVIISectionAGrp/PersonNm4POPENUCK THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm5RUTHERFORD THERESA
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IRS990/Form990PartVIISectionAGrp/PersonNm28LA ROSSA MARGARET
IRS990/Form990PartVIISectionAGrp/PersonNm29LANDRY CYNTHIA
IRS990/Form990PartVIISectionAGrp/PersonNm30MAGANA MICHAEL
IRS990/Form990PartVIISectionAGrp/PersonNm31MEYERS JULIE
IRS990/Form990PartVIISectionAGrp/PersonNm32ORTEGA DE CUEVAS FELIPE
IRS990/Form990PartVIISectionAGrp/PersonNm33PARK YEON
IRS990/Form990PartVIISectionAGrp/PersonNm34PEREZ CRISTIN
IRS990/Form990PartVIISectionAGrp/PersonNm35RIGGLEMAN MERCEDES
IRS990/Form990PartVIISectionAGrp/PersonNm36SANDBERG MARY LEE
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IRS990/Form990PartVIISectionAGrp/PersonNm39VALDEZ ANGEL
IRS990/Form990PartVIISectionAGrp/PersonNm40WALL SANDRA
IRS990/Form990PartVIISectionAGrp/PersonNm41WISE JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm42NILA JESSICA
IRS990/Form990PartVIISectionAGrp/PersonNm43LEWIS SANDRA
IRS990/Form990PartVIISectionAGrp/PersonNm44WONG JANICE
IRS990/Form990PartVIISectionAGrp/PersonNm45STEAD-MENDEZ JOHN
IRS990/Form990PartVIISectionAGrp/PersonNm46LI ROBERT
IRS990/Form990PartVIISectionAGrp/PersonNm47OBLIGACION NELY
IRS990/Form990PartVIISectionAGrp/PersonNm48LYNCH KRISTIN
IRS990/Form990PartVIISectionAGrp/PersonNm49MOROWITZ LISA
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt124225
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt390
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt410
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt420
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt430
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt460
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt470
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt480
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt490
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT-POLITICS (THRU 6/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT-REGION D
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT-REGION C
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT-REGION B
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT-REPRESENTATION

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.5$10.6$58.8$61.4$56.2$5.18
2023Summary only. Only limited summary data is available for this year.$67.1$10.9$56.2$55.1$50.5$4.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.8$8.06$50.7$50.8$49.1$1.68
2021Detailed filing. Detailed filing data is available for this year.$59.5$4.67$54.8$48.3$45.2$3.17
2020Summary only. Only limited summary data is available for this year.$60.5$4.41$56.1$53.3$41.9$11.4
2019Detailed filing. Detailed filing data is available for this year.$54.6$4.97$49.6$49.8$40.9$8.89
2018Detailed filing. Detailed filing data is available for this year.$46.0$5.12$40.9$51.1$40.9$10.2
2017Detailed filing. Detailed filing data is available for this year.$38.9$6.23$32.7$51.8$44.4$7.41
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$5.67$25.6$49.1$44.1$4.91
2015Summary only. Only limited summary data is available for this year.$28.7$6.10$22.6$46.2$45.4$0.74
2014Detailed filing. Detailed filing data is available for this year.$28.6$6.04$22.5$44.9$41.9$3.04
2013Detailed filing. Detailed filing data is available for this year.$27.0$6.21$20.8$44.1$41.3$2.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.4$5.85$18.6$43.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$4.20$18.9$41.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)5 • $50M-$100M nonprofits