Civic Intelligence

Service Employees Intl Union Local 49

990 • Fiscal year 2022 • EIN 93-0131365

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

3536 SE 26th AvePortland, OR 97202-2901

(503) 236-4949

Siviq Scores

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

Liabilities / Assets

71st percentile

0.10x

Higher debt load relative to assets than 71% of similar nonprofits.

2022 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.08x

Higher debt load relative to revenue than 56% of similar nonprofits.

2022 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2022

Net Margin

37th percentile

2.8%

Higher net margin than 37% of similar nonprofits.

2022 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

23rd percentile

$173,968

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2022 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2022

Asset Growth

60th percentile

3.1%

Faster asset growth than 60% of similar nonprofits.

2022 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

3.8%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Up

$7,894,435

Up $234,623 (+3.1%) from 2021

Net Assets

Up

$7,100,547

Up $362,899 (+5.4%) from 2021

Liabilities

Down

$793,888

Down $128,276 (-14%) from 2021

Revenue

Up

$10,042,150

Up $366,054 (+3.8%) from 2021

Expenses

Down

$9,759,875

Down $684,088 (-6.6%) from 2021

Net Income

Up

$282,275

Up $1,050,142 (+137%) from 2021

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $4,451,773Liabilities 2011: $584,072Net Assets 2011: $3,867,7012011Assets 2012: $3,945,676Liabilities 2012: $346,480Net Assets 2012: $3,599,1962012Assets 2013: $4,328,491Liabilities 2013: $436,833Net Assets 2013: $3,891,6582013Assets 2014: $4,428,190Liabilities 2014: $464,734Net Assets 2014: $3,963,4562014Assets 2015: $5,034,349Liabilities 2015: $580,240Net Assets 2015: $4,454,1092015Assets 2016: $5,222,930Liabilities 2016: $645,241Net Assets 2016: $4,577,6892016Assets 2017: $6,528,627Liabilities 2017: $617,136Net Assets 2017: $5,911,4912017Assets 2018: $7,096,219Liabilities 2018: $745,527Net Assets 2018: $6,350,6922018Assets 2019: $8,069,774Liabilities 2019: $777,379Net Assets 2019: $7,292,3952019Assets 2020: $8,210,663Liabilities 2020: $1,156,170Net Assets 2020: $7,054,4932020Assets 2021: $7,659,812Liabilities 2021: $922,164Net Assets 2021: $6,737,6482021Assets 2022: $7,894,435Liabilities 2022: $793,888Net Assets 2022: $7,100,5472022Assets 2023: $8,686,424Liabilities 2023: $850,399Net Assets 2023: $7,836,0252023Assets 2024: $11,144,784Liabilities 2024: $2,008,276Net Assets 2024: $9,136,5082024

Highlighted filing

2022

Assets$7,894,435
Liabilities$793,888
Net Assets$7,100,547

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $4,770,7022011Revenue 2012: $5,811,563Expenses 2012: $6,153,243Net Income 2012: -$341,6802012Revenue 2013: $5,647,966Expenses 2013: $5,901,551Net Income 2013: -$253,5852013Revenue 2014: $6,947,060Expenses 2014: $6,937,843Net Income 2014: $9,2172014Revenue 2015: $7,622,070Expenses 2015: $7,068,605Net Income 2015: $553,4652015Revenue 2016: $7,195,275Expenses 2016: $7,127,642Net Income 2016: $67,6332016Revenue 2017: $8,650,066Expenses 2017: $7,663,261Net Income 2017: $986,8052017Revenue 2018: $9,097,423Expenses 2018: $8,533,023Net Income 2018: $564,4002018Revenue 2019: $9,867,488Expenses 2019: $9,547,231Net Income 2019: $320,2572019Revenue 2020: $9,704,361Expenses 2020: $10,508,950Net Income 2020: -$804,5892020Revenue 2021: $9,676,096Expenses 2021: $10,443,963Net Income 2021: -$767,8672021Revenue 2022: $10,042,150Expenses 2022: $9,759,875Net Income 2022: $282,2752022Revenue 2023: $10,737,368Expenses 2023: $10,491,377Net Income 2023: $245,9912023Revenue 2024: $11,687,680Expenses 2024: $10,833,017Net Income 2024: $854,6632024

Highlighted filing

2022

Revenue$10,042,150
Expenses$9,759,875
Net Income$282,275
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$10,042,150
Mission and Program Overview

Mission

Our mission as seiu local 49 is to improve the quality of life for our members, their families, and dependents by achieving a higher standard of living, by elevating their social conditions and by striving to create a more just society.

Our mission as seiu local 49 is to improve the quality of life for our members, their families, and dependents by achieving a higher standard of living, by elevating their social conditions and by striving to create a more just society. This local union's purpose is to represent, protect, maintain and advance the interests of the workers within its jurisdiction; to assist them in securing employment; to improve their wages, hours and conditions of employment; to promote the interests of the membership through organizing; and to engage in legislative political, educational, civic, welfare and other activities which further the interests of the membership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,472,973$4,694,257▼ $1,778,716
Cash and Non-Interest-Bearing Accounts$506,265$953,641▲ $447,376
Accounts Receivable$424,797$424,200▼ $597
Savings and Temporary Cash Investments-$362,862-
Prepaid Expenses and Deferred Charges$117,235$130,360▲ $13,125
Land, Buildings, and Equipment, Net$134,542$111,560▼ $22,982
Pledges and Grants Receivable$4,000--
Total Assets$7,659,812$7,894,435▲ $234,623
Other Assets Total-$1,217,555-
Liabilities
Accounts Payable and Accrued Expenses$922,164$793,888▼ $128,276
Total Liabilities$922,164$793,888▼ $128,276
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,194,701$4,557,600▲ $362,899
Net Assets With Donor Restrictions$2,542,947$2,542,947→ $0
Total Net Assets Fund Balance$6,737,648$7,100,547▲ $362,899
Total Liabilities and Net Assets / Fund Balance$7,659,812$7,894,435▲ $234,623

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$86,286$152,318$238,604
Equipment$25,274$44,550$69,824
Other Assets Org$5,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meg NiemiPresidentFT$140,170$33,798$173,968
Magdelaine L LongExecutive DiFT$136,152$33,307$169,459
Magdelaine L LongExecutive Director-$136,152$33,307$169,459
Felisa a HaginsPolitical DiFT$133,752$32,731$166,483
Kristin PerreaultHc DivisionFT$133,752$32,731$166,483
Felisa a HaginsPolitical Director-$133,752$32,731$166,483
Kristin PerreaultHc Division Manager-$133,752$32,731$166,483
Donna M WarnerAsst DirectoFT$124,718$31,927$156,645
Donna M WarnerAsst Director Hc-$124,718$31,927$156,645
Anna R RobertsOrganizerFT$118,965$29,030$147,995
Paula McguffeySecretary-trPT$13,302-$13,302
Alicia HolihanDirectorPT$8,165-$8,165
Lorie QuinnVP HealthcarPT$5,365-$5,365
Heather WightmanDirectorPT$4,440-$4,440
Rachel DennisDirectorPT$4,200-$4,200
Cynthia LachesterDirectorPT$3,404-$3,404
Juanita KamhootDirectorPT$3,080-$3,080
Maria NunezDirectorPT$3,066-$3,066
Tonya BosworthDirectorPT$2,436-$2,436
Jay BrownDirectorPT$1,839-$1,839
Rebecca WagnonDirectorPT$1,764-$1,764
Lisa SmithDirectorPT$1,504-$1,504
Adela MazaDirectorPT$1,410-$1,410
Renato QuinteroVP PropertyPT$1,329-$1,329
Aaron GreenDirectorPT$1,285-$1,285
Gladys HernandezDirectorPT$1,237-$1,237
Ray KrebsDirectorPT$1,070-$1,070
Genara SalasDirectorPT$1,022-$1,022
Santa GonzalezVP PropertyPT$1,002-$1,002
Wally WallsDirectorPT$861-$861
Dawn MartinDirectorPT$859-$859
Beth SwansonDirectorPT$797-$797
Mark NiemeyerDirectorPT$654-$654
Linda SporerDirectorPT$512-$512
Steven a WongDirectorPT$466-$466

Board Members and Trustees

NameTitle
Lonnie MartinDirector
Lourdes Rodas MotufarDirector
Ryan BowserDirector
Cliff PfenningVP Healthcar
Revenue and Support

Revenue Composition

Contributions and Grants
$159,390
Program Service Revenue
$9,721,617
Investment Income
$104,105
Other Revenue
$57,038
Change in Net Assets
$282,275

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,042,150
Revenue Not Reported on Form 990
$-1,145,057
Total Revenue per Audited Statements
$8,897,093
Total Revenue per Form 990
$10,042,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,285,598
Other Expenses$3,445,500
Grants and Similar Amounts Paid$28,777
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$4,001,708
Payments to Affiliates---$1,577,753
Pension Plan Contributions---$814,514
Other Employee Benefits---$792,894
Payroll Taxes---$437,445
Office Expenses---$360,936
Fees for Services Accounting---$321,826
Current Officers, Directors, Trustees, and Key Employees---$239,037
Information Technology---$201,083
Occupancy---$184,079
Travel---$180,565
Fees for Services Legal---$88,501
Insurance---$51,478
Fees for Service Investment Mgmnt Fees---$44,125
Depreciation Depletion---$41,042
Grants to Domestic Orgs---$28,777
Other Expenses---$25,805
All Other Expenses---$24,987
Conferences and Meetings---$12,635
Advertising---$12,274
Fees for Services Other---$790
Total Functional Expenses$0$0$0$9,759,875

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,759,875
Total Expenses per Audited Statements$9,759,875
Total Expenses per Form 990$9,759,875
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
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Any person employed in any employment within the jurisdiction of this local union shall be eligible for membership. In order for any member to be in good standing his/her dues must be paid on or before the last day of the month.

Form 990, Page 6, Part VI, Line 7A

Nominations of officers shall take place at the july general membership meeting. Installation of officers shall take place at the first general membership meeting after the election. The term of office shall be for three (3) years and they shall hold office until their successor is duly elected and installed. In addition to the officers of the local, the executive board will be comprised of sector, bargaining unit and geographic representatives. Specifically, there shall be one executive board member elected from each section (as long as the local represents at least 100 workers in that sector) to serve on the executive board of the local union. One member shall be elected at large from each bargaining unit with at least 300 members. This will include a retiree seat when the group becomes a unit of 300 members or more. One member shall be elected at large from each of the following geographic areas (based on the county the member works in): (1) southwest washington (any member in washington state), (2) north williamette valley (benton, linn, marion, polk), (3) mid-williamette valley (lane), (4) coast (clatsop, lincoln, tillamook), (5) central oregon (crook, deschutes, harney, jefferson, malheur), (6) southern oregon (coos, curry, douglas, jackson, josephine, klamath, lake) and eastern oregon/oregon gorge (baker,grant,gilliam, hood river, morrow, sherman, umatilla, union, wallowa, wasco) to serve on the executive board. The number of seats on the executive will be determined at the time of election. The executive board can modify the number of board seats pursuant to the provisions of article xix, amendments.

Form 990, Page 6, Part VI, Line 7B

A quorum shall consist of seventy-five (75) members assembled at a regular or special meeting, called in accordance with the constitution, and they shall be qualified to transact such business as may properly be considered at such meeting. Actions taken by the executive board can be overturned by the membership if a petition supported by ten percent (10%) of the members is filed with the president requesting that such action be overturned. In such event, the issue in dispute will be reviewed by the executive board at its next regular meeting and subject to a two-thirds (2/3) vote at the next quarterly membership meeting.

Form 990, Page 6, Part VI, Line 11B

The 990 is prepared by a cpa, the executive board finance committee and management review and approve the 990 and make it available to the board of directors to review prior to filing with the irs.

Form 990, Page 6, Part VI, Line 12C

Each officer or managerial employee shall annually acknowledge that he/she has received, read, understands, and agrees to comply with the code of ethical practices and conflict of interest policy.

Form 990, Page 6, Part VI, Line 15A

Executive board reviews and approves salary scale.

Form 990, Page 6, Part VI, Line 15B

Executive board reviews, approves, and adopts a salary scale for administrative positions including cost of living increases.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents are only available to the represented workers and not to the general public. Financial statement information can be found on the unions lm2 and form 990, which are available to the public online.

Filing and Contact Details

Filer

Filer Name
Service Employees Intl Union Local
EIN
93-0131365
Phone
5032364949
Address
3536 SE 26TH AVE, PORTLAND, OR 97202-2901

Signing Officer

Name
Meg Niemi
Title
President
Phone
5032364949
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meg Niemi
Formed
1922
Legal Domicile
Or
Voting Board Members
30
Independent Board Members
24
Employees
160
Volunteers
26

Preparer

Firm
Bellows Associates Pa
Address
5401 N UNIVERSITY DRIVE SUITE 201, CORAL SPRINGS, FL 33067
Preparer
Sean R Chambless CPA
Phone
9548387000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Our mission as seiu local 49 is to improve the quality of life for our members, their families, and dependents by achieving a higher standard of living, by elevating their social conditions and by striving to create a more just society. This local union's purpose is to represent, protect, maintain and advance the interests of the workers within its jurisdiction; to assist them in securing employment; to improve their wages, hours and conditions of employment; to promote the interests of the membership through organizing; and to engage in legislative political, educational, civic, welfare and other activities which further the interests of the membership.

Form 990, Page 2, Part III, Line 4A

Seiu local 49 provides member representation, organization, and negotiation of union member salaries and benefits for approximately 13,700 members. We strive to: 1. Develop a diverse, highly trained and motivated leadership with high standards at every level of the union 2. Continue to build a strong and solid union by developing a membership voice in our workplace and in our communities 3. Create meaningful paths for member involvement and participation in a strong democratic local where, in solidarity, we stand firmly against discrimination and exploitation, building trust at every level of the local 4. Continue to organize unorganized workers in our industries (property service and health care) in order to extend union standards and gain leverage and control over our industries 5. Actively participate in politics to strengthen our collective bargaining agreements, to organize new workers and to address workplace issues through electoral, legislative and grassroots political activity 6. Communicate with respect and accountability among and between the executive board, members and staff so we can speak with one voice

Form 990, Part XI, Line 9

To agree with audited beginning net asset balance 1,225,681

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt2POLITICAL DI
IRS990/Form990PartVIISectionAGrp/TitleTxt3HC DIVISION
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASST DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt5ORGANIZER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY-TR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP HEALTHCAR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP PROPERTY
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt34VP HEALTHCAR
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IRS990/MissionDesc0OUR MISSION AS SEIU LOCAL 49 IS TO IMPROVE THE QUALITY OF LIFE FOR OUR MEMBERS, THEIR FAMILIES, AND DEPENDENTS BY ACHIEVING A HIGHER STANDARD OF LIVING, BY ELEVATING THEIR SOCIAL CONDITIONS AND BY STRIVING TO CREATE A MORE JUST SOCIETY. THIS LOCAL UNION'S PURPOSE IS TO REPRESENT, PROTECT, MAINTAIN AND ADVANCE THE INTERESTS OF THE WORKERS WITHIN ITS JURISDICTION; TO ASSIST THEM IN SECURING EMPLOYMENT; TO IMPROVE THEIR WAGES, HOURS AND CONDITIONS OF EMPLOYMENT; TO PROMOTE THE INTERESTS OF THE MEMBERSHIP THROUGH ORGANIZING; AND TO ENGAGE IN LEGISLATIVE POLITICAL, EDUCATIONAL, CIVIC, WELFARE AND OTHER ACTIVITIES WHICH FURTHER THE INTERESTS OF THE MEMBERSHIP.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$2.01$9.14$11.7$10.8$0.85
2023Summary only. Only limited summary data is available for this year.$8.69$0.85$7.84$10.7$10.5$0.25
2022Detailed filing. Detailed filing data is available for this year.$7.89$0.79$7.10$10.0$9.76$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.66$0.92$6.74$9.68$10.4$0.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.21$1.16$7.05$9.70$10.5$0.80
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.07$0.78$7.29$9.87$9.55$0.32
2018Summary only. Only limited summary data is available for this year.$7.10$0.75$6.35$9.10$8.53$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.53$0.62$5.91$8.65$7.66$0.99
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.65$4.58$7.20$7.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.03$0.58$4.45$7.62$7.07$0.55
2014Detailed filing. Detailed filing data is available for this year.$4.43$0.46$3.96$6.95$6.94$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.33$0.44$3.89$5.65$5.90$0.25
2012Summary only. Only limited summary data is available for this year.$3.95$0.35$3.60$5.81$6.15$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.45$0.58$3.87$4.77