SERVICE EMPLOYEES INTERNATIONAL UNION

Also known as 503 LOCAL OREGON PUBLIC EMPLOYEES U
Established (IRS approval granted): 1946/04
Contact: PO BOX 12159, SALEM OR 97309-0159
Assets: $15835591.00 as of 2012/09
Income: $ in year ending 2012/09
Industry:
  • Employee of Membership Benefit Organizations: Association of employees

  • Employee of Membership Benefit Organizations: Employee or member welfare association

  • Employee of Membership Benefit Organizations: Other services or benefits to members or employees


Contributions are not deductible
All organizations except 501(c)(3)
Labor Organization

Federal tax disclosures

Structured data

Download a spreadsheet with up to 500 fields of structured data for this organization. NEW: Data for forms filed in 2014!

Funders and grantees

A powerful feature based on exclusive research by CitizenAudit. Funders don't appear on an organization's 990 form, so the list of who funds this group comes from the funding organizations' own respective disclosure forms. You must cite CitizenAudit if you use this information in published research.

Payees: Portland Jobs With Justice, Pineros Y Campesinos Unidos Del Noroeste Inc, Oregon Center For Public Policy

Searchable form text

Hint: Use your browser's Find function (CTRL-F) on this page to find text appearing in any of these PDFs.

Text from 2013/09 EO 990 (filed 2014/09), extracted with optical character recognition (see PDF)

 


Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - 





 


Form990

E


Department of the Treasury

Internal Revenue Sewice


benefit trust or private foundation)


 


Return of Organization Exempt From Income Tax


Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung


 


 


B Check if applicable

Address change


Name change

Initial return


Terminated


Amended return


Application pending


2012, and ending 09-30-2013


OMB No 1545-0047


2012


h-The or anization ma have to use a co ofthis return to satisfy state re ortin re Uirements Open to PUblic

g y W p 9 q Inspection


A For the 2012 calendar year, or tax year beginning 10-01-2012


 


C Name of organization

SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


93-0323147


 


D0ing Busmess As


D Employer identification number


 


Number and street (or P 0 box if mail is not delivered to street address) Room/smte


PO BOX 12159


 


E Telephone number


 


 


City or town, state or country, and ZIP 4

SALEM, OR 97309


F Name and address of prinCIpal officer

HEATHER CONROY


PO BOX 12159


97309


 


I Taxexem pt status


501(c)(3) l7 501(c) 5) I (insert no) 4947(a)(1) or 527


 


J Website:ll- ORG


 


(503)581-1505


 


 


G Gross receipts 26,264,154


 


H(a) Is this a group return for

affiliates?





HU) Are all affiliates included?l_ Yes I7 No

If"No," attach a list (see instructions)


H(c) Groupexemption numberII- 0932


 


K Form of organization


'7 Corporation Trust Association Other II-


Summary


1 Briefly describe the organizations missmn or most Significant actiVities

TO IMPROVE THE QUALITY OF LIFE THROUGH WORKER EMPOWERMENT AND A PROGRESSIVE LABOR MOVEMENT


I L Year of formation 1943 M State of legal domicile OR


 


 


 


rill 


2 Check this box h1 ifthe organization discontinued its operations or disposed of more than 25% ofits net assets


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


3 Number ofvoting members ofthe governing body (Part VI, line 1a) 3 29

4 Number ofindependent voting members ofthe governing body (Part VI, line 1b) 4 28

5 Total number ofindiViduals employed in calendar year 2012 (Part V, line 2a) 5 227

6 Total number ofvolunteers (estimate if necessary) 6 635

7aTota| unrelated busmess revenue from Part column (C), line 12 7a 103,514

b Net unrelated busmess taxable income from Form 990-T, line 34 7b 0

Prior Year Current Year

8 Contributions and grants 1h) 22,588,668 23,888,187

9 Program serVIce revenue 29) 729,923 192,176

E 10 3,4,and 7d) 478,151 259,369

E: 11 Other revenue 5,6d,8c,9c,10c,and11e) 247,504 243,672

12 Total revenueadd lines 8 through 11 (must equal Part column (A), line

12) 24,044,246 24,583,404

13 Grants and Similaramounts paid 13) 70,071 59,286

14 Benefits paid to orfor members 4) 160,475 87,836

15 Salaries, other compensation, employee benefits (Part IX, column (A), lines

 5-10) 12,493,114 13,005,995

g 16a Professmnalfundraismg fees lie) 0 O

E b Total fundraismg expenses (Part column (D), line 25) F0

17 11a11d,11f24e) 11,747,110 13,597,571

18 Totalexpenses Add lines 1317 (must 24,470,770 26,750,688

19 Revenue less expenses Subtract line 18 from line 12 -426,524 -2,167,284

3 E Beginnir$iegfr Current End of Year

3% 20 Totalassets (PartX,|ine 16) 16,909,415 15,835,591

5'3 21 Totalliabilities (Part X,|ine 26) 2,725,113 3,987,401

2IE 22 Net assets orfund balances Subtract line 21 from line 20 14,184,302 11,848,190


 


Signature Block


 


Under penalties of perjury, I declare thatI have examined this return, including accompanying schedules and statements, and to the best of

my knowledge and belief, it is true, correct, and complete Declaration of preparer (other than officer) is based on all information of which

preparer has any knowledge


 


 


 


 


 


 


 


 


 


 


 |20140813

Sign Signature of officer Date

Here HEATHER CONROY EXECUTIVE DIRECTOR

Type or print name and title

Print/Type preparer's name Prepareis Signature Date Check If PTIN

P  JOSHUA MORROW CPA se|f_employed P01026428

al Finn's name AKT LLP Finn's EIN II- 930623286

Pre pare r

Use  Finn's address F680 HAWTHORNE AVE SE 140 Phone no (503) 5857774

SALEM, OR 97301


 


 


 


May the IRS discuss this return With the preparer shown above? (see instructions)


For Paperwork Reduction Act Notice, see the separate instructions.


Cat No 11282Y


I7Yes 


Form 990 (2012)



CITIZENAUDIT.ORG PAGE #00002
Form 990 (2012)


Page 2


m Statement of Program Service Accomplishments


. . . . . . . . . . . . . . 


 


1


Briefly describe the organizations missmn


TO IMPROVE THE QUALITY OF LIFE THROUGH WORKER EMPOWERMENT AND A PROGRESSIVE LABOR MOVEMENT


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


2 Did the organization undertake any Significant program serVIces during the year which were not listed on

the prior Form 990 or990-EZ? I_Yes 

IfYes, describe these new serVIces on Schedule 0

3 Did the organization cease conducting, or make Significant changes in how it conducts, any program

serVIces? |_Yes |7No

IfYes, describe these changes on Schedule 0

4 Describe the organizations program serVIce accomplishments for each ofits three largest program serVIces, as measured by

expenses Section 501(c)(3) and 501(c)(4) organizations are reqUIred to report the amount ofgrants and allocations to others,

the total expenses, and revenue, ifany, for each program serVIce reported

4a (Code (Expenses including grants of (Revenue 

THE ORGANIZATION IS A LABOR UNION, REPRESENTING THE INTERESTS OF 47,236 SERVICE EMPLOYEES IN THE STATE OF OREGON

4b (Code (Expenses including grants of (Revenue 

4c (Code (Expenses including grants of (Revenue 

4d Other program serVIces (Describe in Schedule 0 

(Expenses including grants of$ (Revenue 

4e Total program service expensesh-


 


Form 990 (2012)



CITIZENAUDIT.ORG PAGE #00003
Form 990 (201220a


 


 


Part HIE


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Page 3

Checklist of Required Schedules


Yes No

Is the organization described In section 501(c)(3) or 4947(a)(1) (otherthan a private foundation)? If Yes, No

comp/eteSchedu/eA   1

Is the organization reqUIred to complete Schedule B, Schedule of Contributors (see instructions)? 2 No

Did the organization engage in direct or indirect political campaign actiVities on behalf ofor in oppOSItion to Yes

candidates for public office? If Yes,complete Schedule C, Part I 3

Section 501(c)(3) organizations. Did the organization engage in lobbying actiVities, or have a section 501(h)

election in effect during the tax year? If Yes,complete Schedule C, Part II 4

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,

assessments, or Similar amounts as defined in Revenue Procedure 98-19? If Yes,complete Schedule C, 5 No

Did the organization maintain any donor adVIsed funds or any Similarfunds or accounts for which donors have the

right to prOVIde adVIce on the distribution or investment ofamounts in such funds or accounts? If Yes,complete No

Schedule D, Part I 6

Did the organization receive or hold a conservation easement, including easements to preserve open space,

the enVIronment, historic land areas, or historic structures? If Yes,complete Schedule D, Part II 7 No

Did the organization maintain collections of works ofart, historical treasures, or other Similar assets? If Yes,

complete Schedule D, Part E 8 No

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a

custodian for amounts not listed in Part X, or prOVIde credit counseling, debt management, credit repair, or debt

negotiation serVIces? If Yes,complete Schedule D, Part IVE 9 No

Did the organization, directly orthrough a related organization, hold assets in temporarily restricted endowments, 10 No

permanent endowments, or quaSI-endowments? If Yes, complete Schedule D, Part

Ifthe organizations answerto any ofthe followmg questions is "Yes," then complete Schedule D, Parts VI, VII,

IX, orX as applicable

Did the organization report an amount for land, bUIldings, and eqUIpment in Part X, line 10?

If Yes, complete Schedule D, Part VIE 11a Yes

Did the organization report an amount for investmentsother securities in Part X, line 12 that is 5% or more of

its total assets reported in Part X, line 16? If Yes,complete Schedule D, Part 11b No

Did the organization report an amount for related in Part X, line 13 that is 5% or more of

its total assets reported in Part X, line 16? If Yes,complete Schedule D, Part 11C No

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more ofits total assets

reported in Part X, line 16? If Yes,complete Schedule D, Part . . . . . . . 11d Yes

Did the organization report an amount for other liabilities in Part X, line 25? If Yes,complete Schedule D, PartXE me Yes

Did the organizations separate or consolidated finanCIal statements for the tax year include a footnote that 11f No

addresses the organizations liability for uncertain tax p05itions under FIN 48 (ASC 740)? If Yes,complete

Schedule D, PartXE

Did the organization obtain separate, independent audited finanCIal statements forthe tax year?

If Yes, complete Schedule D, Parts XI and XII 12a Yes

Was the organization included in consolidated, independent audited finanCIal statements for the tax year? If 12b No

Yes, and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional

Is the organization a school described in section If Yes,complete Schedu/eE 13 No

Did the organization maintain an office, employees, or agents outSIde of the United States? 14a No

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg,

busmess, investment, and program serVIce actiVities outSIde the United States, or aggregate foreign investments

valued at $100,000 or more? If Yes,complete Schedu/eF, Parts I and IV . 14b N0

Did the organization report on Part IX, column (A), line 3, more than $5,000 ofgrants or a55istance to any

organization or entity located outSIde the United States? If Yes,complete Schedu/eF, Parts II and IV 15 No

Did the organization report on Part IX, column (A), line 3, more than $5,000 ofaggregate grants or a55istance to

indiViduals located outSIde the United States? If Yes,complete Schedu/eF, Parts and IV . 15 No

Did the organization report a total of more than $15,000 ofexpenses for professmnal fundraismg serVIces on Part 17 No

IX, column (A), lines 6 and 11e? If Yes, complete Schedule G, Part I(see1nstructions)

Did the organization report more than $15,000 total offundraismg event gross income and contributions on Part

lines 1c and 8a? If Yes,complete Schedule G, Part II 18 No

Did the organization report more than $15,000 ofgross income from gaming actiVities on 9a? If 19 No

Yes, complete Schedule G, Part 

Did the organization operate one or more hospital faCIlities? If Yes,complete Schedu/eH 20a No

IfYes to line 20a, did the organization attach a copy of its audited finanCIal statements to this return? 20b


 


 


 


 


Form 990 (2012)



CITIZENAUDIT.ORG PAGE #00004
Form 990 (2012Part II


 


 


IV


 


 


 


 


 


Part I


 


 


 


 


 


 


 


 


Page 4

Part IV Checklist of Required Schedules (continued)


the organization report more than $5,000 ofgrants and other aSSIstance to any government or organIzatIon In 21 Yes

the UnIted States on Part IX, column (A), lIne 1? If Yes,complete Schedule I, Parts I and II

the organIzatIon report more than $5,000 ofgrants and other aSSIstance to IndIVIduals In the UnIted States 22 N

on Part IX, column (A), lIne 2? If Yes,complete Schedule I, Parts I and 0

the organIzatIon answer Yes to Part VII, SectIon A, lIne 3, 4, or 5 about compensation of the organIzatIons N

current and former offIcers, dIrectors, trustees, key employees, and hIghest compensated employees? If Yes, 23 0

complete Schedule] .

the organIzatIon have a tax-exempt bond Issue WIth an outstandIng prInCIpal amount of more than $100,000

as of the last day of the year, that was Issued after December 31, 2002? If Yes,answer/Ines 24b through 24d N

and complete Schedule K. If No, "go to lIne 25 . . . 24a 0

the organIzatIon Invest any proceeds of tax-exempt bonds beyond a temporary perIod exceptIon? 24b

the organIzatIon maIntaIn an escrow account otherthan a refundIng escrow at any tIme durIng the year

to defease any tax-exempt bonds? 24C

the organIzatIon act as an on behalf of Issuerfor bonds outstandIng at any tIme durIng the year? 24d

Section 501(c)(3) and 501(c)(4) organizations. the organIzatIon engage In an excess benefIt transactIon WIth

a person durIng the year? If Yes,complete Schedule L, Part I 25a

Is the organIzatIon aware that It engaged In an excess benefIt transactIon WIth a person In a prIor

year, and that the transactIon has not been reported on any ofthe organIzatIons prIor Forms 990 or If 25b

Yes,  complete Schedule L, Part I

Was a loan to or by a current or former offIcer, dIrector, trustee, key employee, hIghest compensated employee, or

person outstandIng as of the end of the organIzatIons tax year? If Yes,complete Schedule L, 26 No

the organIzatIon prOVIde a grant or other aSSIstance to an ofcer, dIrector, trustee, key employee, substantIal

contrIbutor or employee thereof, a grant selectIon commIttee member, or to a 35% controlled entIty or famIly 27 No

member of any of these persons? If Yes, complete Schedule L, Part 

Was the organIzatIon a party to a busmess transactIon WIth one ofthe followmg partIes (see Schedule L, Part IV

InstructIons for applIcable fIlIng thresholds, condItIons, and exceptIons)

A current or former offIcer, dIrector, trustee, or key employee? If Yes,complete Schedule L, Part


28a No

A famIly member ofa current orformer offIcer, dIrector, trustee, or key employee? If Yes, N

complete Schedule L, Part I V . 28b 0

An entIty of a current or former offIcer, dIrector, trustee, or key employee (or a famIly member thereof) was N

an ofcer, dIrector, trustee, or dIrect or IndIrect owner? If Yes, complete Schedule L, Part IV . 28C 0

the organIzatIon recere more than $25,000 In non-cash contrIbutIons? If Yes,complete Schedu/eM 29 No

the organIzatIon recere contrIbutIons ofart, hIstorIcal treasures, or other assets, or qualIerd N

conservatIon contrIbutIons? If Yes,complete Schedu/eM . . . 30 o

the organIzatIon quUIdate, termInate, or dIssolve and cease operatIons? If Yes,complete Schedule N, No


31

the organIzatIon sell, exchange, dIspose of, or transfer more than 25% of Its net assets? If Yes,complete N

Schedule N, Part II 32 o

the organIzatIon own 100% ofan entIty dIsregarded as separate from the organIzatIon under RegulatIons Y

sectIons 301 7701-2 and 301 7701-3? If Yes,complete Schedule R, PartI 33 es

Was the organIzatIon related to any tax-exempt or taxable entIty? If Yes,complete Schedule R, Part II, orIV,


Yes


and Part V, lIne 1 34

the organIzatIon have a controlled entIty WIthIn the meanIng ofsectIon 512(b)(13)? 35a No

IfYesto lIne 35a, dId the organIzatIon recere any payment from or engage In any transactIon WIth a controlled 35b

entIty WIthIn the meanIng of sectIon 5 12(b)(13 If Yes, complete Schedule R, Part V, lIne 2

Section 501(c)(3) organizations. the organIzatIon make any transfers to an exempt non-charItable related

organIzatIon? If Yes, complete Schedule R, Part V, lIne 2 36

the organIzatIon conduct more than 5% of Its actIVItIes through an entIty that Is not a related organIzatIon N

and that Is treated as a partnershIp for federal Income tax purposes? If Yes,complete Schedule R, Part VI 37 o

the organIzatIon complete Schedule 0 and prOVIde explanatIons In Schedule 0 for Part VI, lInes 11b and 19? Y

Note. All Form 990 fIlers are reqUIred to complete Schedule 0 38 es


 


 


 


 


Form 990 (2012)



CITIZENAUDIT.ORG PAGE #00005
Form 990 (2012) Page5

Statements Regarding Other IRS Filings and Tax Compliance


 


 


 


 


Check IfSchedule O contaIns a response to any questIon In thIs Part Enterthe number reported In Box 3 of Form 1096 Enter -0- If not applIcable . . 1a 31

b Enterthe number of Forms W-ZG Included In |Ine 1a Enter-O- If not applIcable 1b 0


 


c the organIzatIon comply WIth backup WIthholdIng rules for reportable payments to vendors and reportable

. . . . . . . . . . . . . . . . . . 1C Yes


 


2a Enterthe number ofemployees reported on Form W-3, TransmIttal ofWage and

Tax Statements, fIled forthe calendar year endIng WIth or WIthIn the year covered

2a 227


 


 


 


b Ifat least one Is reported on |Ine 2a, dId the organIzatIon le all reqUIred federal employment tax returns?


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Note. Ifthe sum oflInes 1a and 2a Is greaterthan 250, you may be reqUIred to e-fIle (see InstructIons) 2b Yes

3a the organIzatIon have unrelated busmess gross Income of$1,000 or more durIng the yearIf"Yes," has It led a Form 990-T forthIs year? If No,prov1de an explanation In Schedule any tIme durIng the calendar year, dId the organIzatIon have an Interest In, or a SIgnature or other authorIty

over, a fInanCIal account In a foreIgn country (such as a bank account, securItIes account, or otherfInanCIal

4a N0

b If"Yes," enterthe name ofthe foreIgn country h-

See InstructIons forfIlIng reqUIrements for Form TD F 90-22 1, Report of ForeIgn Bank and FInanCIal Accounts

5a Was the organIzatIon a party to a prothIted tax shelter transactIon at any tIme durIng the tax year? . . 5a No

b any taxable party notIfy the organIzatIon that It was or Is a party to a prothIted tax sheltertransactlon? 5b No

c If"Yes," to |Ine 5a or 5b, dId the organIzatIon le Form 

5c

6a Does the organIzatIon have annual gross receIpts that are normally greaterthan $100,000, and dId the Ga No

organIzatIon solICIt any contrIbutIons that were not tax deducthle as charItable contrIbutIons?

b If"Yes," dId the organIzatIon Include WIth every solICItatIon an express statement that such contrIbutIons or 

6b

7 Organizations that may receive deductible contributions under section 170(c).

a the organIzatIon recere a payment In excess of$75 made partly as a contrIbutIon and partly for goods and 7a

serVIces prOVIded to the payor?

b If"Yes," dId the organIzatIon notIfy the donor ofthe value ofthe goods or serVIces prOVIdedthe organIzatIon sell, exchange, or otherWIse dIspose oftangIble personal property for It was reqUIred to



d If"Yes," IndIcate the number of Forms 8282 led durIng the year . . . . I 7d I

e the organIzatIon recere any funds, dIrectly or IndIrectly, to pay prequms on a personal benet

N0

f the organIzatIon, durIng the year, pay prequms, dIrectly or IndIrectly, on a personal benet contract? . . 7f No

9 Ifthe organIzatIon recered a contrIbutIon ofqualIerd Intellectual property, dId the organIzatIon le Form 8899 as




 


h Ifthe organIzatIon recered a contrIbutIon ofcars, boats, aIrplanes, or other vehIcles, dId the organIzatIon le a

7h


8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. 

the supportIng organIzatIon, or a donor adVIsed fund maIntaIned by a sponsorIng organIzatIon, have excess

busmess holdIngs at any tIme durIng the yearSponsoring organizations maintaining donor advised funds.


 


 


 


 


 


 


a the organIzatIon make any taxable dIstrIbutIons under sectIon 4966the organIzatIon make a dIstrIbutIon to a donor, donor adVIsor, or related personSection 501(c)(7) organizations. Enter

InItIatIon fees and capItal contrIbutIons Included on Part |Ine 12 . . . 10a

b Gross receIpts,Included on Form 12,for publIc use ofclub 10b



11 Section 501(c)(12) organizations. Enter

a Gross Income from members or shareholders . . . . . . . . . 11a

Gross Income from other sources (Do not net amounts due or paId to other sources

agaInstamounts due or recered from them . . . . . . . . . . 11b

12a Section 4947(a)(1) non-exempt charitable trusts. Is the organIzatIon fIlIng Form 990 In of Form 1041? 12a


 


b If"Yes," enter the amount of tax-exempt Interest recered or accrued durIng the

12b


 


 


 


13 Section 501(c)(29) qualified nonprofit health insurance issuers.


a Is the organIzatIon |Icensed to Issue qualIerd health plans In more than one state?


 


 


 


 


 


 


 


 


 


Note. See the InstructIons for addItIonal InformatIon the organIzatIon must report on Schedule 0 13a

b Enterthe amount of reserves the organIzatIon Is reqUIred to maIntaIn by the states

In the organIzatIon Is |Icensed to Issue qualIerd health plans 13b

c Enterthe amount of reserves on hand . . . . . . . . . . . . 13c

14a the organIzatIon recere any payments for IndoortannIng serVIces durIng the tax year"Yes," has It led a Form 720 to report these payments? If No,prov1de an explanation In Schedule 0 . . 14b


 


Form 990 (2012)



CITIZENAUDIT.ORG PAGE #00006
Form 990 (2012)


Page 6


 


m Governance, Management, and Disclosure For each Yes response to lines 2 through 7b below, and for a


No  response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0.

See instructions.


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Check IfSchedule O contaInS a response to any questIon In thIS Part VI 

Section A. Governing Body and Management

Yes No

1a Enterthe number ofvotIng members of the governIng body year

Ifthere are materIal dIfferenceS In votIng rights among members of the governIng

body, or If the governIng body delegated broad authorIty to an executive committee

or Similar committee, explain In Schedule O

b Enterthe number ofvotIng members included In lIne 1a, above, who are

independent 1b 28

2 Did any officer, director, trustee, or key employee have a family relationship or a bUSIness relationship With any

other officer, director, trustee, or key employeeDid the organization delegate control over management duties customarily performed by or underthe direct 3 No

superVISIon of officers, directors or trustees, or key employees to a management company or other person?

4 Did the organization make any Significant changes to governIng documents SInce the prior Form 990 was

filed? No

5 Did the organization become aware durIng the year ofa Significant dIverSIon ofthe organIzatIonS assets? . 5 No

Did the organization have members or stockholders? 

7a Did the organization have members, stockholders, or other persons who had the powerto elect or app0Int one or

more members of the governIng body? 7a Yes

b Are any governance of the organization reserved to (or subject to approval by) members, stockholders, 7b 

or persons other than the governIng body?

8 Did the organization contemporaneously document the meetings held or written actions undertaken durIng the

year by the fo||0WIng

a The governIng body? 8a 

Each committee With authority to act on behalfof the governIng body? 8b 

9 IS there any officer, director, trustee, or key employee listed In Part VII, Section A, who cannot be reached at the

organIzatIonS mailing addreSS? If Yes,prov1de the names and addresses In Schedule Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes No

10a Did the organization have local chapters, branches, or affIlIateS? 10a 

b did the organization have written polICIeS and procedures governIng the actIVItIeS ofsuch chapters,

affiliates, and branches to ensure their operations are conSistent With the organIzatIon'S exempt purposes? 10b Yes

11a the organization prOVIded a complete copy ofthIS Form 990 to all members ofItS governIng body before ling

the form? 11a 

b Describe In Schedule O the proceSS, Ifany, used by the organization to reVIeW thIS Form 990

12a Did the organization have a written conflict of interest policy? If No,go to lIne 13 12a 

b Were officers, directors, or trustees, and key employees reqUIred to disclose annually interests that could give

rise to conflicts? 12b 

c Did the organization regularly and conSIstently monitor and enforce compliance With the policy? If 

In Schedule 0 how this was done 12C Yes

13 the organization have a ertten Whistleblower policy? 13 

14 the organization have a ertten document retention and destructIon policy? 14 

15 the proceSS for determInIng compensation ofthe fol|0WIng persons Include a reVIeW and approval by

Independent persons, data, and contemporaneous substantIatIon of the delIberatIon and deCISIon?

a The organIzatIonS CEO, Executive DIrector, or top management offICIal 15a 

Other ofcers or key employees of the organization 15b 

to lIne 15a or 15b, descrIbe the proceSS In Schedule O (see InstructIonS)

16a the organization Invest In, contrIbute assets to, or partICIpate In a venture or arrangement With a

taxable entIty durIng the year? 16a No

b dId the organization follow a ertten policy or procedure reqUIrIng the organization to evaluate 

partICIpatIon In venture arrangements under applIcable federal tax laW, and take stepS to safeguard the

organIzatIonS exempt status With respect to such arrangements? 16b


 


 


 


 


Section C. Disclosure


 


17

18


19


20


the States With WhIch a copy of thIS Form 990 IS reqUIred to be fIleth-


SectIon 6104 reqUIreS an organization to make Form 1023 (or 1024 IfapplIcable), 990, and 990-T (501(c)

only) avaIIable for publIc InSpectIon IndIcate how you made these avaIIable Check all that apply


I Own webSIte I Another'S webSIte I7 Upon request I Other (explaIn In Schedule O)


Describe In Schedule O Whether (and Ifso, how), the organization made governIng documents, conflict of

Interest polIcy, and fInanCIal statements avaIIable to the publIc durIng the tax year


 


State the name, phySIcal addreSS, and telephone number ofthe person Who possesses the bookS and records ofthe organization

CHILDS PO BOX 12159 SALEM, OR (503)581-1505


 


Form 990 (2012)



CITIZENAUDIT.ORG PAGE #00007
Form 990 (2012) Page7


m Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated

Employees, and Independent Contractors

Check IfSchedule O contaIns a response to any questIon In thIs Part VII . . . . . . . . . . . . . . J


 


 


Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees


1a Complete thIs table for all persons reqUIred to be |Isted Report compensatlon for the calendar year endIng WIth or WIthIn the organIzatIons

tax year


I LIst all of the organIzatIons current ofcers, dIrectors, trustees (whether IndIVIduaIs or organIzatIons), regardless ofamount

ofcompensatlon Enter-0- In columns (D), (E), and (F) If no compensatlon was paId


I LIst all of the organIzatIons current key employees, Ifany See InstructIons for denItIon of "key employee 

I LIst the organIzatIons ve current hIghest compensated employees (other than an ofcer, dIrector, trustee or key employee)


who recered reportable compensatlon (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the

organIzatIon and any related organIzatIons


I LIst all of the organIzatIons former ofcers, key employees, or hIghest compensated employees who recered more than $100,000

of reportable compensatlon from the organIzatIon and any related organIzatIons


I LIst all of the organIzatIons former directors or trustees that recered, In the capaCIty as a former dIrector or trustee of the

organIzatIon, more than $10,000 of reportable compensatlon from the organIzatIon and any related organIzatIons

LIst persons In the followmg order IndIVIduaI trustees or dIrectors, InstItutIonal trustees, ofcers, key employees, hIghest

compensated employees, and former such persons

Check thIs box If neIther the organIzatIon nor any related organIzatIon compensated any current ofcer, dIrector, or trustee


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


(A) (B) (C) (D) (E) (F)


Name and Average (do not check Reportable Reportable EstImated

hours per more than one box, unless compensatlon compensatlon amount of

week (|Ist person Is both an ofcer from the from related other

any hours and a dIrector/trustee) organIzatIon organIzatIons compensatlon

for related (W- 2/1099- (W- 2/1099- from the


organIzatIons 3 3:5 9 MISC) MISC) organIzatIon

9- H n E: 

below E- .T. a: D In and related

3 ll 3 

dotted |Ine) I: m H- organIzatIons

(1) ROBERT SISK 40 00

X X 3,210 0 436

PRESIDENT

(2) JAMES JACOBSON 1 00

X X 1,560 0 0

VICE PRESIDENT

(3) LINDA BURGIN 1 00

X X 117,707 0 4,030

IMMEDIATE PAST PRESIDENT

(4) BARBARA CASEY 1 00

X X 1,371 0 0

SECRETARYTREASURER

(5) MARC NISENFELD 1 00

X 0 0 0

DIRECTOR

(6) STEVEN DEMAREST 1 00

X 0 0 0

DIRECTOR

(7) PATRICK FEATHERSTONE 1 00

X 0 0 0

DIRECTOR

(8) THEODORA KOTHOMPSON 1 00

X 0 0 0

DIRECTOR

(9) MAXIMILLIAN BROWN 1 00

X 0 0 0

DIRECTOR

(10) JUDY BYERS 1 00

X 0 0 0

DIRECTOR

(11) SHAUN NOTDURFT 1 00

X 0 0 0

DIRECTOR

(12) ALICE REDDING 1 00

X 0 0 0

DIRECTOR

(13) REBECCA SANDOVAL SECRETARYTREASURER

(14) CATHERINE STEARNS 1 00

X 0 0 0

DIRECTOR

(15) CRAIG JOHNSTON 1 00

X 0 0 0

DIRECTOR

(16) JANET FERRIS 1 00

X 0 0 0

DIRECTOR

(17) LAWRENCE ARNBRISTER 1 00

X 0 0 0

DIRECTOR


 


 


 


 


 


 


 


 


 


 


 


Form 990 (2012)



CITIZENAUDIT.ORG PAGE #00008
Form 990 (2012) Page8

m Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


(A) (B) (C) (D) (E) (F)


Name and TItle Average POSItion (do not check Reportable Reportable Estimated

hours per more than one box, unless compensation compensation amount of other

week (lIst person IS both an officer from the from related compensation

any hours and a director/trustee) organization organizations from the

for related 5, 3 g I I _n (W- 2/1099- (W- 2/1099- organization


organizations a g 3 9 MISC) MISC) and related

below E E .1: E E organizations



dotted line(18) KIMBERLY COLE 1 00

X 3,872 0 0

DIRECTOR

(19) MICHAELJONES 1 00

X 0 0 0

DIRECTOR

(20) HELEN MOORE 1 00

X 0 0 0

DIRECTOR

(21) KASSAUNDRA WEST NICHOLS 1 00

X 3,872 0 0

DIRECTOR

(22) WEDNESDAY MARTIN 1 00

X 740 0 0

DIRECTOR

(23) GLORIA OBRIEN 1 00

X 0 0 0

DIRECTOR

(24) ED HUNT 1 00

X 0 0 0

DIRECTOR

(25) ROSE KACHADOORIAN 1 00

X 0 0 0

DIRECTOR

(26) CARMEN MORALES MAYORAL 1 00

X 0 0 0

DIRECTOR

(27) ANNIE SMITH 1 00

X 1,224 0 0

DIRECTOR

(28) ANN MONTAGUE 1 00

X 0 0 0

RETIREE LOCAL PRESIDENT

(29) HEATHER CONROY 45 00

x 99,669 0 31,871

EXECUTIVE DIRECTOR

(30) MARTIN CHILDS 45 00

x 81,191 0 53,264

FINANCE DIRECTOR

F

Total from continuation sheets to Part VII, Section A . . . . F

Total (add lines 314,605 0 89,601


 


 


 


 


 


2 Total number of IndIViduals (including but not limited to those listed above) who received more than

$100,000 of reportable compensation from the organizationhI-l


 


 


 


 


Yes No


3 the organization list any former officer, director ortrustee, key employee, or highest compensated employee


. . . . . . . . . . . . . . 3 No

4 For any IndIVidual listed on line 1a, IS the sum of reportable compensation and other compensation from the


organization and related organizations greaterthan $150,000? If Yes/complete Schedu/leorsuch


No

5 any person listed on line 1a receive or accrue compensation from any unrelated organization or IndIVidual for


. . . . . . . . 5 No


 


 


 


 


 


Section B. Independent Contractors

1 Complete this table for yourflve highest compensated independent contractors that received more than $100,000 of

compensation from the organization Report compensation for the calendar year ending With or WIthIn the organizations tax year


(A) (B) (C)

Name and busmess address of sewices Com nsation


2 Total number ofIndependent contractors (including but not limited to those listed above) who received more than

100 000 ofcom ensatlon from the o anization F0


 


Form 990 (2012)



CITIZENAUDIT.ORG PAGE #00009
Form 990 (2012)


Page9


 


Statement of Revenue


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Check ifSchedule 0 contains a response to any question In this Part . . . . . . I

(A) (B) (C) (D)

Total revenue Related or Unrelated Revenue

exempt busmess excluded from

function revenue tax under

revenue sections

512, 513, or

514

1a Federated campaigns . . 1a

3 E

E b Membership dues . . . . 1b 23,888,187

a

L E c Fundraismg events . . . . 1c

=32

E d Related organizations . . . 1d



T E e Government grants (contributions) 1e

E71

 f All other contributions, gifts, grants, and 1f

15 .11 Similar amounts not included above

5

.E E g Noncash contributions included in lines

.2 1a1f$

 

'3 h Total. Add lines 1a-1f 23,888,187

U I: Ir

2 Busmess Code

E 2a HOMECARE BENEFITS ADMIN 900099 181,283 181,283



af b MISCELLANEOUS INCOME 900099 10,893 10,893

1:All other program serVIce revenue

G

E g Total. Add lines 2a2f h- 192,176

3 Investment income (including diVidends, interest, 329 057 329 057

and otherSImilar amounts) F  

Income from investment of taxexempt bond proceeds II-

5 Royalties F

Real (ii) Personal

6a Gross rents

b Less rental

expenses

c Rental income



d Net rental income or (loss) p.

Securities (ii) Other

7a Gross amount

from sales of 1,611,062

assets other

than inventory

b Less cost or

other baSiS and 1,680,750

sales expenses

c Gain or (loss) 69,688

d Net gain or (loss) . p. 69,688 69,688

8a Gross income from fundraismg

3 events (not including

5  

ofcontributions reported on line 1c)

1 See PartIV,line 18

II

a



:5 b Less direct expenses . . . b

c Net income or (loss) from fundraismg events . . p.

9a Gross income from gaming actiVities

See Part IV, line 19

a

b Less direct expenses . . . b

c Net income or (loss) from gaming actiVities . . 

10a Gross sales of inventory, less

returns and allowances

a

b Less cost ofgoods sold . . b

c Netincome sales ofinventory . . p.

Miscellaneous Revenue Busmess Code

b INSURANCE COMMISSIONS 524298 103,514 103,514

c

d All other revenue

e Total.Addlines 11a11d h-

243,672

12 Total revenue. See Instructions p.

24,583,404 262,646 103,514 329,057


 


 


 


Form 990 (2012)



CITIZENAUDIT.ORG PAGE #00010
 


 


 


 


Form 990 (2012) Page 10


m Statement of Functional Expenses


Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A)

CheckifScheduleO containsa response to any questioninthis PartIX . . . . 


Do not include amounts reported on lines 6b, (A) Prograglemce Managgnt and Fung'raazsmg


7b! 8b! 9b! and 10b 0f Part TOtal eXpenseS expenses general expenses expenses


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


1 Grants and other a55istance to governments and organizations

in the United States See Part IV, line 21 59,286

2 Grants and other a55istance to indiViduals in the

United States See Part IV, line 22

3 Grants and other a55istance to governments,

organizations, and indiViduals outSIde the United

States See Part IV, lines 15 and 16

Benefits paid to or for members 87,836

5 Compensation ofcurrent officers, directors, trustees, and

key employees 373,085

6 Compensation not included above, to disqualified persons

(as defined under section 4958(f)(1)) and persons

described in section 4958(c)(3)(B) .

7 Other salaries and wages 9,910,929

8 Pen5ion plan accruals and contributions (include section 401(k)

and 403(b)employer contributions) 1,278,275

9 Other employee benefits 686,762

10 Payroll taxes 756,944

11 Fees for serVIces (non-employees)

a Management

b Legal 366,341

c Accounting 95,930

d Lobbying

e Professmnal fundraismg serVIces See Part IV, line 17

f Investment management fees

9 Other (Ifline 11g amount exceeds 10% ofline 25,

column (A) amount, list line 11g expenses on

Schedule O)

12 Advertismg and promotion 849

13 Office expenses 807,503

14 Information technology

15 Royalties

16 Occupancy 408,263

17 Travel 1,127,897

18 Payments of travel or entertainment expenses for any federal,

state, or local public offICIals

19 Conferences, conventions, and meetings 556,520

20 Interest 40,000

21 Payments to affiliates 6,498,765

22 DepreCIation, depletion, and amortization 407,898

23 Insurance 147,343

24 Other expenses Itemize expenses not covered above (List

miscellaneous expenses in line 24e Ifline 24e amount exceeds 10%

ofline 25, column (A) amount, list line 24e expenses on Schedule O)

a ISSUES FUNDING 956,740

b COLLECTIVE BARGAINING 864,051

c GOVERNANCE ACTIVITIES 397,838

d TRAINING 245,643

e All other expenses 675,990

25 Total functional expenses. Add lines 1 through 24e 26,750,688

26 Joint costs. Complete this line only if the organization


reported in column costs from a combined

educational campaign and fundraismg SOIICItation Check

here h- iffollowmg SOP 98-2 (ASC 958-720)


 


 


 


 


 


Form 990 (2012)



CITIZENAUDIT.ORG PAGE #00011
Form 990 (2012)


m Balance Sheet


Page 11


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Check ifSchedule 0 contains a response to any question In this Part X . . 

(A) (B)

Beginning ofyear End ofyear

1 Cashnon-interest-bearing 950,555 1 12,821

2 SaVIngs and temporary cash investments 622,887 2 388,250

3 Pledges and grants receivable, net 3

4 Accounts receivable, net 2,165,310 4 2,334,679

5 Loans and other receivables from current and former officers, directors, trustees, key

employees, and highest compensated employees Complete Part II of

Schedule L

5

6 Loans and other receivables from other disqualified persons (as defined under section

4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers

and sponsoring organizations ofsection 501(c)(9) voluntary employees' benefICIary

W organizations (see instructions) Complete Part II ofSchedule L

'5 6

 7 Notes and loans receivable, net 7

d 8 Inventories forsale or use 8

9 Prepaid expenses and deferred charges 56,663 9 43,562

10a Land, bquings, and eqUIpment cost or other ba5is Complete

Part VI ofSchedule D 10a 7'791'474

b Less accumulated depreCIation 10b 4,294,769 3,763,355 10c 3,496,705

11 Investmentspublicly traded securities 8,464,890 11 8,676,976

12 Investmentsother securities See Part IV, line 11 12

13 See Part IV, line 11 13

14 Intangible assets 101,135 14 50,567

15 Other assets See Part IV, line 11 784,620 15 832,031

16 Total assets. Add lines 1 through 15 (must equal line 34) 16,909,415 16 15,835,591

17 Accounts payable and accrued expenses 2,064,037 17 2,277,933

18 Grants payable 18

19 Deferred revenue 19

20 Tax-exempt bond liabilities 20

21 Escrow or custodial account liability Complete Part IV ofSchedule D 21

:2 22 Loans and other payables to current and former officers, directors, trustees,

key employees, highest compensated employees, and disqualified

persons Complete Part II ofSchedule L 22

E 23 Secured mortgages and notes payable to unrelated third parties 23

24 Unsecured notes and loans payable to unrelated third parties 24

25 Other liabilities (including federal income tax, payables to related third parties,

and other liabilities not included on lines 17-24) Complete Part X ofSchedule

5511075 25 117091458

26 Total liabilities. Add lines 17 through 25 2,725,113 26 3,987,401

m Organizations that follow SFAS 117 (ASC 958), check here h- |7 and complete

3 lines 27 through 29, and lines 33 and 34.

E 27 Unrestricted net assets 14,184,302 27 11,848,190

E 28 Temporarily restricted net assets 28

E 29 Permanently restricted net assets 29

If Organizations that do not follow SFAS 117 (ASC 958), check here h- and

3 complete lines 30 through 34.

S 30 Capital stock ortrust prinCIpal, or current funds 30

E 31 Paid-in or capital surplus,or|and, bUIlding oreqUIpment fund 31

E 32 Retained earnings, endowment, accumulated income, or otherfunds 32

E 33 Total net assets orfund balances 14,184,302 33 11,848,190

2 34 Total liabilities and net assets/fund balances 16,909,415 34 15,835,591


 


Form 990 (2012)



CITIZENAUDIT.ORG PAGE #00012
 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990 (2012) Page 12

m Reconcilliation of Net Assets

Check IfSchedule 0 contains a response to any questIon In thIs Part XI . I

1 Total revenue (must equal Part column (A), lIne 12)

1 24,583,404

2 Total expenses (must equal Part IX, column (A), lIne 25)

2 26,750,688

3 Revenue less expenses Subtract lIne 2 from lIne 1

3 -2,167,284

4 Net assets orfund balances at begInnIng ofyear (must equal Part X, lIne 33, column 

4 14,184,302

5 Net unrealIzed gaIns (losses) on Investments

5 -168,829

6 Donated serVIces and use 

6

7 Investment expenses

7

8 PrIor perIod adJustments

8

9 Other changes In net assets orfund balances (explaIn In Schedule 0)

9 0

10 Net assets orfund balances at end ofyear CombIne lInes 3 through 9 (must equal Part X, lIne 33,

column 10 11,848,190

Financial Statements and Reporting

Check IfSchedule O contaIns a response to any questIon In thIs Part XII . I7

Yes No

1 AccountIng method used to prepare the Form 990 I Cash I7 Accrual I_Other

Ifthe organIzatIon changed Its method ofaccountIng from a prIor year or checked "Other," explaIn In

Schedule 0

2a Were the organIzatIons fInanCIal statements comleed or reVIewed by an Independent accountant? 2a No

IfYes,check a box below to IndIcate whetherthe fInanCIal statements forthe year were comleed or reVIewed on

a separate consolIdated or both

I Separate I ConsolIdated I Both consolIdated and separate 

b Were the organIzatIons fInanCIal statements audIted by an Independent accountant? 2b Yes

IfYes,check a box below to IndIcate whetherthe fInanCIal statements forthe year were audIted on a separate

consolIdated or both

I Separate I ConsolIdated I7 Both consolIdated and separate 

c IfYes, to lIne 2a or 2b, does the organIzatIon have a commIttee that assumes for overSIght ofthe

audIt, reVIew, or comleatIon ofIts fInanCIal statements and selectIon ofan Independent accountant? 2C Yes

Ifthe organIzatIon changed eIther Its overSIght process or selectIon process durIng the tax year, explaIn In

Schedule 0

3a As a result ofa federal award, was the organIzatIon reqUIred to undergo an audIt or audIts as set forth In the

SIngle AudItActand OMB CIrcularA-133? 3a N0

b IfYes, dId the organIzatIon undergo the reqUIred audIt or audIts? Ifthe organIzatIon dId not undergo the reqUIred 3b

audIt or audIts, explaIn why In Schedule 0 and descrIbe any steps taken to undergo such audIts


 


 


 


 


Form 990 (2012)



CITIZENAUDIT.ORG PAGE #00013
Additional Data


Software ID:

Software Version:


EIN:

Name:


93-0323147


SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest

Compensated Employees, and Independent Contractors


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


(A) (B) (C) (D) (E) (F)

Name and Title Average P05ition (do not check Reportable Reportable Estimated amount

hours more than one box, compensation compensation of other

per unless person is both from the from related compensation

week an officer and a organization (W- organizations (W- from the

(list director/trustee) organization and

any related

hours 'organizations

related E E g 5 - 

organizations below E :l .1: E:

dotted w I 



line3,210 436

JAMES JACOBSON VICE PRESIDENT 

1 00

LINDA BURGIN

IMMEDIATE PAST PRESIDENT X X 117707 4030

BARBARA CASEY SECRETARYTREASURER 

MARC NISENFELD 1 00 X 0 0

DIRECTOR

STEVEN DEMAREST 1 00 X 0 0

DIRECTOR

1 00

PATRICK FEATHERSTONE X 0 0

DIRECTOR

1 00

THEODORA KOTHOMPSON X 0 0

DIRECTOR

MAXIMILLIAN BROWN 1 00 X 0 0

DIRECTOR

JUDY BYERS 1 00 X 0 0

DIRECTOR

SHAUN NOTDURFT 1 00 X 0 0

DIRECTOR

ALICE REDDING 1 00 X 0 0

DIRECTOR

REBECCA SANDOVAL 1 00 X X 189 0

SECRETARYTREASURER

CATHERINE STEARNS 1 00 X 0 0

DIRECTOR

CRAIG JOHNSTON 1 00 X 0 0

DIRECTOR

JANET FERRIS 1 00 X 0 0

DIRECTOR

1 00

LAWRENCE ARNBRISTER X 0 0

DIRECTOR

KIMBERLY COLE 1 00 X 3 872 0

DIRECTOR 

MICHAELJONES 1 00 X 0 0

DIRECTOR

HELEN MOORE 1 00 X 0 0

DIRECTOR

1 00

KASSAUNDRA WEST NICHOLS X 3 872 0

DIRECTOR 

WEDNESDAY MARTIN 1 00 X 740 0

DIRECTOR

GLORIA OBRIEN 1 00 X 0 0

DIRECTOR

ED HUNT 1 00 X 0 0

DIRECTOR

ROSE KACHADOORIAN 1 00 X 0 0

DIRECTOR


 


 


 


 


 


 


 


 


 


 


 



CITIZENAUDIT.ORG PAGE #00014
Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest

Compensated Employees, and Independent Contractors


 


 


 


 


 


 


(A) (B) (C) (D) (E) (F)

Name and Average (do not check Reportable Reportable Estlmated amount

hours more than one box, compensatlon compensatlon of other

per unless person IS both from the from related compensatlon

week an ofcer and a organlzatlon (W- organlzatlons (W- from the

(Ilst dIrector/trustee) organlzatlon and

any related

hours g E 3.5 Q organlzatlons

related organlzatlons  below E .1: a-

dotted 3 m g

IIneCARMEN MORALES MAYORAL X 0 0 0

DIRECTOR

1 00

ANNIE SMITH

DIRECTOR X 1,224 o 0

ANN MONTAGUE 1 00 X 0 0 0

RETIREE LOCAL PRESIDENT

45 00

HEATHER CONROY

EXECUTIVE DIRECTOR X 99'669 0 31'871

45 00

MARTIN CHILDS

FINANCE DIRECTOR X 81191 0 53264


 


 


 


 


 


 


 


 


 


 


 



CITIZENAUDIT.ORG PAGE #00015
 


Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - 





 


SCHEDULE C

(Form 990 or 990-EZ)


Department of the Treasury

Internal Revenue Sewice


OMB No 1545-0047


Open to Public

Ins ection


Political Campaign and Lobbying Activities


For Organizations Exempt From Income Tax Under section 501 and section 527

F- Complete if the organization is described below. b- Attach to Form 990 or Form 990-EZ.

h- See separate instructions.


 


 


If the organization answered Yes to Form 990, Part IV, Line 3, or Form 99042, Part V, line 46 (Political Campaign Activities), then

a Section 501(c)(3) organizations Complete Parts I-A and B Do not complete Part I-C

a Section 501(c) (other than section 501(c)(3)) organizations Complete Parts I-A and C below Do not complete Part I-B

a Section 527 organizations Complete Part I-A only

If the organization answered Yes to Form 990, Part IV, Line 4, or Form 99042, Part VI, line 47 (Lobbying Activities), then

a Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A Do not complete Part 

a Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part Do not complete Part II-A

If the organization answered Yes to Form 990, Part IV, Line 5 (Proxy Tax) or Form 99042, Part V, line 35c (Proxy Tax), then

a Section 501(c)(4), (5), or (6) organizations Complete Part I


Name of the organization

SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


Employer identification number


 


93-0323147


m Complete if the organization is exempt under section 501(c) or is a section 527 organization.


 


 


 


 


 


1 a description ofthe organizations direct and indirect political campaign actiVities in Part IV

2 Political expenditures b- 312,252

3 Volunteer hours 5,700

Complete if the organization is exempt under section 501(c)(3).

1 Enterthe amount ofany eXCIse tax incurred by the organization under section 4955 h-

2 Enterthe amount ofany eXCIse tax incurred by organization managers under section 4955 h-

3 Ifthe organization incurred a section 4955 tax, did it file Form 4720 forthis yearcorrection made? I Yes I No

b If"Yes,"describeinPartIV

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

1 Enterthe amount directly expended by the filing organization for section 527 exempt function actiVities b- 312 252

2 Enterthe amount ofthe filing organization's funds contributed to other organizations for section 527

exempt function actiVities b- 

3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-PO L, line 17b b- 312,252

Did the filing organization file Form 1120-POL forthis year? I7 Yes I No

5 Enterthe names, addresses and employer identification number (EIN) ofall section 527 political organizations to which the filing


organization made payments For each organization listed, enterthe amount paid from the filing organizations funds Also enterthe

amount of political contributions received that were and directly delivered to a separate political organization, such as a

separate segregated fund or a political action committee (PAC) Ifadditional space is needed, prOVIde information in Part IV


 


Name (b)Address EIN (e)Amountofpo|ItIca|


Amount paid from

filing organization's

funds If none, enter -0-


contributions received

and and

directly delivered to a


separate political

organization If none,

enter-0-


 


(1) CITIZEN ACTION FOR

POLITICAL EDUCATION


23-7230166 286,453


PO BOX 12159

97309


 


 


 


 


 


 


 


 


 


 


For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.


Cat No 500845 Schedule C (Form 990 or 990-EZ) 2012



CITIZENAUDIT.ORG PAGE #00016
Schedule C (Form 990 or 990-EZ) 2012


Page 2


m Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election


under section 501(h)).


A Check h- Ifthe fIlIng organIzatIon belongs to an group (and lIst In Part IV each group member's name, address, EIN,


expenses, and share ofexcess lobbyIng expendItures)

B Check h- Ifthe fIlIng organIzatIon checked box A and "lImIted control" prOVISIons apply


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Limits on Lobbying Expenditures 

(The term "expendltures" means amounts pald or Incurred.) totals totals

1a Total lobbyIng expendItures to Influence publIc opInIon (grass roots lobbyIng)

b Total lobbyIng expendItures to Influence a legIslatIve body (dIrect lobbyIng)

c Total lobbyIng expendItures (add lInes 1a and 1b)

d Other exempt purpose expendItures

e Total exempt purpose expendItures (add lInes 1c and 1d)

f LobbyIng nontaxable amount Enter the amount from the followmg table In both

columns

If the amount on line 1e, column or is: The lobbying nontaxable amount is:

Not over $500,000 20% of the amount on lIne 1e

Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000

Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000

Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000

Over $17,000,000 $1,000,000

Grassroots nontaxable amount (enter 25% oflIne 1f)

h Subtract lIne lg from lIne 1a Ifzero or less, enter-0-

i Subtract |Ine 1ffrom lIne 1c Ifzero or less, enter-0-

j Ifthere Is an amount otherthan zero on eIther lIne 1h or lIne 1I, dId the organIzatIon le Form 4720 reportIng

sectIon 4911 tax forthIs year? lYes lNo


 


4-Year Averaging Period Under Section 50


1(h)


(Some organizations that made a section 501(h) election do not have to complete all of the five

columns below. See the instructions for lines 2a through 2f on page 4.)


 


Lobbying Expenditures During 4-Year Averaging Period


 


Calendar year (or scal year


begInnIng In) 2009


(b)2010


 


(c)2011


(d)2012


Total


 


2a LobbyIng nontaxable amount


 


b LobbyIng ceIlIng amount

(150% oflIne 2a, column(e))


 


c Total lobbyIng expendItures


 


d Grassroots nontaxable amount


 


e Grassroots ceIlIng amount

(150% oflIne 2d, column 


 


 


 


 


f Grassroots lobbyIng expendItures


 


 


 


Schedule C (Form 990 or 990-EZ) 2012



CITIZENAUDIT.ORG PAGE #00017
 


 


 


ScheduleC (Form 990 or990-EZ)2012 Page3

Part II-B Complete if the organization is exempt under section 501(c)(3) and has NOT

filed Form 5768 (election under section 501(h)).

a b

For each Yes  response to lines 1a through 1i below, prowde In Part detailed description of the lobbying 

actiVity. Yes No Amount


 


 


1 During the year, did the filing organization attempt to influence foreign, national, state or local

legislation, including any attempt to influence public opinion on a legislative matter or referendum,


through the use of

Volunteers?


Media advertisements?


Mailings to members, legislators, orthe public?

Publications, or published or broadcast statements?

Grants to other organizations for lobbying purposes?


sin-honour


Other actiVities?

j Total Add lines 1c through 1i


2a Did the actiVities in line 1 cause the organization to be not described in section 501(c)(3)? I

b If"Yes," enterthe amount ofany tax incurred under section 4912

c If"Yes," enterthe amount ofany tax incurred by organization managers under section 4912

d Ifthe filing organization incurred a section 4912 tax, did it file Form 4720 forthis year? I


Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?


Direct contact With legislators, their staffs, government offICIals, or a legislative body?

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any Similar means?


 


 


 


 


 


 


 


 


 


 


 


 


 


 


m Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section


 


 


 


 


 


501(c)(6).

Yes No

1 Were substantially all (90% or more) dues received nondeductible by members? 1 Yes

2 Did the organization make only in-house lobbying expenditures of$2,000 or less? 2 No

3 Did the organization agree to carry over lobbying and political expenditures from the prior year? 3 No


 


 


 


Part Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section

501(c)(6) and if either BOTH Part lines 1 and 2, are answered No OR Part 


line 3, is answered Yes.


 


1 Dues, assessments and Similar amounts from members 1

2 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political

expenses for which the section 527(f) tax was paid).

a Current year 2a

Carryoverfrom last year 2b

Total 2c

3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 3

4 Ifnotices were sent and the amount on line 2c exceeds the amount on line 3, what portion ofthe excess


does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and


political expenditure next year? 4

5 Taxable amount oflobbying and political expenditures (see instructions) 5


 


 


 


 


 


 


 


 


 


Part IV Supplemental Information


Complete this part to prOVIde the descriptions reqUIred for Part l-A, line 1, Part l-B, line 4, Part l-C, line 5, Part II-A (affiliated group list),

Part II-A, line 2, and Part ll-B, line 1 Also, complete this part for any additional information


 


 


Identifier Return Reference


 


Explanation


 


ORGANIZATIONS DIRECT AND PART 

INDIRECT POLITICAL CAMPAIGN

ACTIVITIES


THE ORGANIZATION INFORMS MEMBERS OF POLITICAL

ISSUES THROUGH INTERNAL 

MEMBERS ASSIST CANDIDATES OR BALLOT MEASURES

THROUGH VOLUNTEER THE

ORGANIZATION BOARD 

BALLOT MEASURE CAMPAIGNS OF DIRECT INTEREST TO

OUR MEMBERSHIP


 


PART IV, SUPPLEMENTAL

INFORMATION


 


 


PART SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES

UNION IS A LABOR UNION AND IS SPECIFICALLY EXEMPT

FROM THE REQUIREMENT TO REPORT LOBBYING

EXPENSES TO THE MEMBERSHIP AS A NONDEDUCTIBLE

PORTION OFTHEIR DUES, PER REV PROC 98-19


 


Schedule C (Form 990 or 990EZ) 2012



CITIZENAUDIT.ORG PAGE #00018
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - 


SCHEDULE D

(Form 990)


Department of the Treasury

Internal Revenue Sewice




OMB No 1545-0047


Open to Public

Inspection


Supplemental Financial Statements


F- Complete if the organization answered "Yes," to Form 990,

Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b

h- Attach to Form 990. h- See separate instructions.


 


 


Name of the organization

SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


Employer identification number


 


93-0323147


m Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the


organization answered "Yes" to Form 990 Part IV, line 6.


 


1

2

3

4

5


Donor adVIsed funds Funds and other accounts


 


Total number at end ofyear


 


Aggregate contributions to (during year)


 


Aggregate grants from (during year)


 


 


 


Aggregate value at end ofyear


 


Did the organization inform all donors and donor adVIsorS in writing that the assets held in donor adVIsed


funds are the organization's property, subject to the organization's exc|u5ive legal control? Yes I No

Did the organization inform all grantees, donors, and donor adVIsorS in writing that grant funds can be


used only for charitable purposes and not for the benefit of the donor or donor adVIsor, or for any other purpose


conferring impermiSSible private benefit? N0


 


m Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.


1





Purpose(s) ofconservation easements held by the organization (check all that apply)

I Preservation ofland for public use (e g recreation or education) I Preservation ofan historically important land area

Protection of natural habitat I Preservation ofa certified historic structure


I Preservation ofopen space


Complete lineS 2a through 2d ifthe organization held a qualified conservation contribution in the form ofa conservation

easement on the last day of the tax year


 


 


 


 


 


 


 


 


Held at the End of the Year

Total number ofconservation easements 2a

Total acreage restricted by conservation easements 2b

Number ofconservation easements on a certified historic structure included in 2c

Number ofconservation easements included in achIred after 8/17/06, and not on a

historic structure listed in the National Register 2d


 


Number ofconservation easements modified, transferred, released, or terminated by the organization during


the tax year F-


Number ofstateS where property subject to conservation easement is located h-


DoeS the organization have a written policy regarding the periodic monitoring, inspection, handling ofVIolations, and


enforcement of the conservation easements it holds? N0

Staff and volunteer hours devoted to monitoring, inspecting, and enforcmg conservation easements during the year


h-


Amount ofexpenses incurred in monitoring, inspecting, and enforcmg conservation easements during the year





Does each conservation easement reported on line 2(d) above satisfy the reqUIrementS ofsection 


and section Yes I No


In Part describe how the organization reports conservation easements in itS revenue and expense statement, and

balance sheet, and include, ifapplicable, the text of the footnote to the organizations finanCIal statements that describes

the organizations accounting for conservation easements


 


m Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.


1a


b


Complete if the organization answered "Yes" to Form 990, Part IV, line 8.


Ifthe organization elected, as permitted under SFAS 116 (ASC 958), not to report in itS revenue statement and balance sheet

works ofart, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public

serVIce, prOVIde, in Part the text of the footnote to itS finanCIal statements that describes these items


Ifthe organization elected, as permitted under SFAS 116 (ASC 958), to report in itS revenue statement and balance sheet

works ofart, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public

serVIce, prOVIde the followmg amounts relating to these items


Revenues included in Form 990, line 1 


(ii)AssetS includedin Form 990,PartX 


Ifthe organization received or held works ofart, historical treasures, or other Similar assets for finanCIal gain, prOVIde the

followmg amounts reqUIred to be reported under SFAS 116 (ASC 958) relating to these items


RevenueSincluded in Form 


Assets includedin Form 990,PartX 


 


For Paperwork Reduction Act Notice, see the Instructions for Form 990.


Cat No 5 2283 D Schedule D (Form 990) 2012



CITIZENAUDIT.ORG PAGE #00019
ScheduleD(Form990)2012 Page2

Manizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)


3 the organIzatIons achISItIon, acceSSIon, and other records, check any of the followmg that are a SIgnIfIcant use of Its

collectIon Items (check all that apply)


a I Publlc d I Loan orexchange programs


 


b I Scholarly research e I Other


c I PreservatIon forfuture generatIons


4 a descrIptIon of the organIzatIons collectIons and explaIn how they furtherthe organIzatIons exempt purpose In

Part 


5 DurIng the year, dId the organIzatIon or recere donatIons ofart, hIstorIcal treasures or other 

assets to be sold to raIse funds ratherthan to be maIntaIned as part ofthe organIzatIons collectIon? Yes No

Part IV Escrow and Custodial Arrangements. Complete If the organIzatIon answered "Yes" to Form 990,

Part IV, lIne 9, or reported an amount on Form 990, Part X, lIne 21.


1a Is the organIzatIon an agent, trustee, custodIan or other IntermedIary for contrIbutIons or other assets not

Included on Form 990,Part |_Yes |_No


 


b If "Yes," explaIn the arrangement In Part and complete the followmg table


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Amount

C BegInnIng balance

d AddItIons durIng the year

3 DIstrIbutIons durIng the year

f EndIng balance

2a the organIzatIon Include an amount on Form 990,Part X,|Ine 21? I_Yes 

b IfYes,exp|aIn the arrangement In Part Check here Ifthe explanatIon has been prOVIded In Part . . . . . . . . 

Endowment Funds. Complete If the organIzatIon answered "Yes" to Form 990, Part IV, lIne 10.

(a)Current year (b)PrIor year b (c)Two years back (d)Three years back (e)Four years back

1a BegInnIng ofyear balance

b ContrIbutIons

c NetInvestment earnIngs,gaIns,and losses

d Grants or scholarshIps

e Other expendItures 

and programs

f AdmInIstratIve expenses

9 End ofyear balance

2 the estImated percentage ofthe current year end balance (IIne lg, column held as

a Board deSIgnated or quaSI-endowment h-

b Permanent endowment h-

C TemporarIly restrIcted endowment h-

The percentages In lInes 2a, 2b, and 2c should equal 100%

3a Are there endowment funds not In the posseSSIon of the organIzatIon that are held and admInIstered for the

organIzatIon by Yes No

(i)unrelatedorganIzatIons . . . . . . . . . . . . . . . . . . . . . . . . 3a(i)

(ii) related organIzatIons . . . . . . . . . . . . . . . . . . . . . . . . 3a()

b IfYes" to are the related organIzatIons lIsted as reqUIred on Schedule . . . . . . . . . 3b

4 DescrIbe In Part the Intended uses ofthe organIzatIon's endowment funds

m Land, Buildings, and Equipment. See Form 990, Part X, lIne 10.

of property Cost or other (b)Cost or other Accumulated Book value

(Investment) (other) deprecIatIon

474,900 474,900

b BuIIdIngs . . . . . . . . . . . . . . . . 4,536,906 1,885,883 2,651,023

c Leasehold Improvements

d EqUIpment . . . . . . . . . . . . . . . . 2,779,668 2,408,886 370,782

eOther 

Total.Add lInes 1a through 1e (Column must equal Form 990, Part X, column (B3,496,705


 


 


Schedule D (Form 990) 2012



CITIZENAUDIT.ORG PAGE #00020
Schedule D (Form 990) 2012


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Page 3

m InvestmentsOther Securities. See Form 990, Part X, line 12.

Description ofsecurity or category (b)Book value Method ofvaluation

(including name of security) Cost or end-ofyear market value

(1 )FinanCIal derivatives

(2)Closely-held eqUIty interests

Other

Total. (Column must equal Form 990, PartX, col (B) We 12) 

ram Related. See Form 990, Part X, line 13.

Description of investment type Book value Method ofvaluation

Cost or end-ofyear market value

Total. (Column must equal Form 990, PartX, col (B) We 13) 

Other Assets. See Form 990, Part X, line 15.

Description Book value

CASH TRUST 832,031

Total. (Column must equal Form 990, Part X, col.(B) lIne 15.) . I- 8 32,0 3 1

Other Liabilities. See Form 990, Part X, line 25.

1 Description of liability Book value

Federal income taxes 90,744

AGENCY ACCOUNTS 468,492

STATEINCOME TAXES 17,256

BANK OVERDRAFTS 1,132,976

Total. (Column must equal Form 990, PartX, col (B) We 25) p. 1,709,468


 


 


 


2. Fin 48 (ASC 740) Footnote In Part prOVIde the text of the footnote to the organization's finanCIal statements that reports the


organization's liability for uncertain tax p05itions under FIN 48 (ASC 740) Check here ifthe text ofthe footnote has been prOVIded in

Part 





Schedule D (Form 990) 2012



CITIZENAUDIT.ORG PAGE #00021
ScheduleD(Form990)2012 Page4

m Reconciliation of Revenue per Audited Financial Statements With Revenue per Return


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Total revenue, gaIns, and other support per audIted fInanCIal statements . . . . . . . 1 24,223,041

2 Amounts Included on |Ine 1 but not on Form 990, Part |Ine 12

a Net unrealIzed gaIns on Investments . . . . . . . . . . 2a -168,829

b Donated serVIces and use . . . . . . . . . 2b

c Recoveries of prIor year grants . . . . . . . . . . . 2c

d Other (DescrIbe In Part . . . . . . . . . . . . 2d 11,040

e Add |Ines 2a through -157,789

3 Subtract |Ine 2e from |Ine 24,380,830

Amounts Included on Form 990, Part |Ine 12, but not on |Ine 1

Investment expenses notIncIuded on Form 7b . 4a

Other (DescrIbe In Part . . . . . . . . . . . 4b 202,574

c Add |Ines 4aand 202,574

5 Totalrevenue Add |Ines 3and 4c. (ThIs must equalForm 990,PartI,lIne 1224,583,404

m Reconciliation of Expenses per Audited Financial Statements With Expenses per Return

Total expenses and losses per audIted fInanCIal statements . . . . . . . . . . . 1 26,374,648

2 Amounts Included on |Ine 1 but not on Form 990, Part IX, |Ine 25

a Donated serVIces and use . . . . . . . . . . 2a

b PrIor year adjustments . . . . . . . . . . . . . . 2b

c Otherlosses . . . . . . . . . . . . . . . . 2c

d Other (DescrIbe In Part . . . . . . . . . . . . 2d 265,062

e Add |Ines 2a through 265,062

3 Subtract |Ine 2e from |Ine 26,109,586

4 Amounts Included on Form 990, Part IX, |Ine 25, but not on |Ine 1:

Investment expenses notIncIuded on Form 7b . . 4a

Other (DescrIbe In Part . . . . . . . . . . . . 4b 641,102

c Add |Ines 4aand 641,102

5 Totalexpenses Add |Ines 3and 4c. (ThIs must equalForm 990,PartI,lIne 1826,750,688


 


m Supplemental Information


Complete thIs part to prOVIde the descrIptIons requIred for Part II, |Ines 3, 5, and 9, Part |Ines 1a and 4, Part IV, |Ines 1b and 2b,

Part V, |Ine 4, Part X, |Ine 2, Part XI, |Ines 2d and 4b, and Part XII, |Ines 2d and 4b Also complete thIs part to prOVIde any addItIonal

InformatIon


 


 


 


 


 


 


 


IdentIerr Return Reference ExplanatIon

PART XI, LINE 2D - OTHER NETTING OF RENTALINCOME FROM DISREGARDED

ADJUSTMENTS ENTITY WITH EXPENSES 11,040

PART XI, LINE 4B - OTHER INCOME FROM LOCALS INCLUDED IN GROUP RETURN

ADJUSTMENTS 10,251 HUBB RECEIPTS 181,283 RENTALINCOME 11,040

PART XII, LINE 2D - OTHER EXPENSES REDUCED ON CONSOLIDATION 265,062

ADJUSTMENTS

PART XII, LINE 4B - OTHER EXPENSE FROM LOCALS INCLUDED IN GROUP RETURN

ADJUSTMENTS 324,645 HUBB EXPENSES 316,457


 


 


 


Schedule D (Form 990) 2012



CITIZENAUDIT.ORG PAGE #00022
Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493227026824


Schedu|e1 OMB No 1545-0047


(Form 990) Grants and Other Assistance to Organizations,  2

Governments and Individuals in the United States


Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22. 0 en to Public

Department of the Treasury F Attach to Form 990 P 

Internal Revenue SeNice Inspection


Name of the organization Employer identification number

SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


 


 


 


 


 


 


93-0323147


 


 


m General Information on Grants and Assistance


1 Does the organization maintain records to substantiate the amount of the grants or a55istance, the grantees' eligibility for the grants or a55istance, and

the selection criteria used to award the grants or a55istanceDescribe in Part IV the organization's procedures for monitoring the use ofgrant funds in the United States


m Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to

Form 990, Part IV, line 21, for any reCIpient that received more than $5,000. Part II can be duplicated if additional space is needed.


I7 Yes I No


 


Name and address of EIN IRC Code section Amount ofcash Amount of non- Method of (9) Description of Purpose ofgrant

organization ifapplicable grant cash valuation non-cash a55istance or a55istance

or government a55istance (book, FMV, appraisal,

other)

WITH 93-1120523 7,750 TO PROMOTE

JUSTICE WORKERS RIGHTS


6025 E BURNSIDE

97215


93-0939941 5,030 TO PROMOTE FARM

CAMPESINOSUNIDOS WORKERS RIGHTS

DEL NOROESTE


300 YOUNG ST


97071


CENTER FOR 93-1186075 15,000 TO PROMOTE

PUBLIC POLICY ECONOMIC AND

PO BOX7 SOCIAL

97381 OPPORTUNITIES


FO R WO RKERS


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50055P Schedule I (Form 990) 2012



CITIZENAUDIT.ORG PAGE #00023
Schedule I (Form 990) 2012


m Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.


Part can be duplicated if additional space is needed.


(a)Type ofgrant or a55istance


(b)Number of

reCIpients


(c)Amount of

cash grant


(d)Amount of

non-cash a55istance


(e)Method ofvaluation

(book,

FMV, appraisal, other)


Page 2


(f)Description of non-cash a55istance


 


 


 


 


 


 


 


 


 


 


 


Part IV Supplemental Information.


Complete this part to prOVIde the information reqUIred in Part I, line 2, Part column and any other additional information


 


Identifier


Ret urn Reference


Explanation


 


PROCEDURE FOR

MONITORING GRANTS

IN THE U S


 


PART I, LINE 2


SCHEDULE I, PART I, LINE 2 THE FINANCE COMMITTEE REVIEWS EACH NEW DECISION TO GIVE GRANTS THE

COMMITTEE REVIEWS THE PERFORMANCE OFTHE RECIPIENTS AND OCCASIONALLY REQUIRES IN-PERSON

PRESENTATIONS THE POLITICAL DIRECTOR, ON CERTAIN GRANTS, MONITORS THE RECIPIENTS ACTIVITIES

THROUGH A CLOSE WORKING RELATIONSHIP AND FREQUENT REPORTING BACK TO THE EXECUTIVE DIRECTOR


AS WELL AS THE FINANCE COMMITTEE


 


 


Schedule I (Form 990) 2012


 



CITIZENAUDIT.ORG PAGE #00024
 


Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - 





 


SCHEDULE 0

(Form 990 or 990-EZ)


Department of the Treasury

Internal Revenue SerVIce


 


Supplemental Information to Form 990 or 990-EZ


Complete to provide information for responses to specific questions on

Form 990 or to provide any additional information.


OMB No 1545-0047


Open to Public

Inspection


 


h- Attach to Form 990 or 990-EZ.


 


 


Name of the organization

SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


Employer identification number


 


93-0323147


 


Identifier Return Reference


Explanation


 


FORM 990, PART VI, SECTION A,

LINE 6


THE UNION HAS INDIVIDUALS AS MEMBERS


 


FORM 990, PART VI, SECTION A,

LINE 7A


INDIVIDUAL MEMBERS ELECT THE GOVERNING BODY


 


FORM 990, PART VI, SECTION A,

LINE 7B


INDIVIDUAL MEMBERS VOTE ON AND APPROVE ANY CHANGES IN THE GOVERNING

DOCUMENTS


 


FORM 990, PART VI, SECTION B,

LINE 1]


PRIOR TO FILING, THE IRS FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE


 


FORM 990, PART VI, SECTION B,

LINE 12C


EACH YEAR ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO COMPLETE A

DISCLOSURE STATEMENT


ALSO, ACTIVITIES THAT COULD CAUSE A CONFLICT OF INTEREST ARE MONITORED BY THE

ETHICS LIAI


SON AT THE LOCAL LEVEL AND BY THE THE ETHICS OMBUDSPERSON AT THE NATIONAL

LEVEL


 


FORM 990, PART VI, SECTION B,

LINE 15


THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE

EXECUTIVE DIRECTO


R BY REVIEWING THE COMPENSATION AROUND THE SA ME TIME AS WHEN STAFF UNION

CONTRACTS ARE RAT


IFIED THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR THE COMPENSATION FOR

ALL EMPLOY E


S OF THE UNION THE EXECUTIVE DIRECTOR HAS THE ABILITY TO DELEGATE THIS

RESPONSIBILITY TO


A BARGAINING COMMITTEE WHICH INCLUDES TWO BOARD MEMBERS AND THREE

MANAGEMENT STAFF


 


FORM 990, PART VI, SECTION C,

LINE 18


BY SCHEDULING AN APPOINTMENT WITH THE FINANCE DIRECTOR


 


FORM 990, PART VI, SECTION C,

LINE 19


NO DOCUMENTS AVAILABLE TO THE PUBLIC


 


FORM 990, PART XII, LINE 2C


 


 


 


NO CHANGE FROM PRIOR YEAR


 


 



CITIZENAUDIT.ORG PAGE #00025
Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493227026824


 


 


. . . OMBN 1545-0047

SCHEDULE R Related Organizations and Unrelated Partnerships 

(Form  F- Complete if the organization answered "Yes" to Form 990, Part IV, line 33Attach to Form 990. h- See separate instructions.


 


Department oflhe Treasury Ope n to Public

Inlemal Revenue Sewice Inspection


Name of the organization Employer identification number

SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


 


 


 


 


 


Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)

(C) (0

Name, address, and EIN (if applicable) of disregarded entity Primary actiVity Legal domicile (state Total income Endofyear assets Direct controlling

or foreign country) entity

(1) HOMECARE UNION BENEFITS BOARD LLC ADMINISTRATION OF THE OR 181,283 0 SEIU LOCAL 503  OPEU

PO BOX 12159 INSURANCE PROGRAM FOR

SALEM, OR 97309 OREGON HOMECARE WORKERS

200573997


 


 


 


 


 


 


 


 


 


 


m Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one

or more related taxexempt organizations during the tax year.)


 


 


 


 


(C) (9)

Name, address, and EIN of related organization Primary actiVity Legal domicile (state Exempt Code section Public charity status Direct controlling Section 512(b)

or foreign country) (if section 501(c)(3)) entity (13) controlled

entity?

Yes No

(1) OREGON STATE COUNCIL POLITICAL LOBBYING OR 527 No

6401 SE FOSTER RD 

PORTLAND, OR 97206

930887838

(2) OREGON POLITICAL ACTION BALLOT MEASURES PAC OR 527 SEIU LOCAL 503  OPEU Yes

1730 COMMERCIAL ST SE

SALEM, OR 97302

930323147

(3) CITIZEN ACTION FOR POLITICAL POLITICAL EDUCATION OR 527 SEIU LOCAL 503  OPEU Yes


1730 COMMERCIAL ST SE


SALEM, OR 97309

237230166


 


 


 


 


 


 


 


 


 


 


 


 


For Paperwork Reduction Act Notice, see the Instructions for Form 990Schedule R (Form 990) 2012



CITIZENAUDIT.ORG PAGE #00026
Schedule R (Form 990) 2012


Page 2


 


m Identification of Related Organizations Taxable as a Partnership (Complete If the organIzatIon answered "Yes" to Form 990, Part IV, lIne 34


because It had one or more related organIzatIons treated as a partnershIp durIng the tax year.)


 




Name, address, and EIN of

related organIzatIon





PrImary actIVIty


(C)

Legal

domIcIle

(state or

foreIgn

country)




DIrect

controllIng

entIty


 


(9) 

PredomInant Share of Share of DIsproprtIonate Code VUBI

Income(related, total Income endofyear allocatIons7 amount In box

unrelated, assets 20 of

excluded from Schedule K1

tax under (Form 1065)

sectIons 512

514)

Yes


 


(R)

General or Percentage

managing ownershIp


partner?

Ya No


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Part IV Identification of Related Organizations Taxable as a Corporation or Trust (Complete If the organIzatIon answered "Yes" to Form 990, Part IV,


lIne 34 because It had one or more related organIzatIons treated as a corporatIon or trust durIng the tax year.)


 




Name, address, and EIN of

related organIzatIon





PrIma ry actIv Ity


(C)


Legal

domIcIle

(state or foreIgn

country)





DIrect controllIng


e ntIty


(6)

Type of entIty

(C corp, S

corp,

or trust)




Sha re of total

Income


(9)


Share of end


ofyear

assets


 


 




Percentage SectIon 512

ownershIp 


controlled

entIty7

Yes No


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Schedule R (Form 990) 2012



CITIZENAUDIT.ORG PAGE #00027
ScheduleR(Form 990)2012 Page3


 


Transactions With Related Organizations (Complete If the organIzatIon answered "Yes" to Form 990, Part IV, Me 34, 35b, or 36.)


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Note. Complete lIne 1Ifany entIty Is lIsted In Parts II, or IV ofthIs schedule Yes N0

1 DurIng the tax year, dId the orgranIzatIon engage In any of the followmg transactIons WIth one or more related organIzatIons lIsted In Parts 


a ReceIpt of Interest (ii) annUItIes royaltIes or (iv) rent from a controlled entIty 1a No

b GIft, grant, or capItal contrIbutIon to related organIzatIon(s) 1b Yes

c GIft, grant, or capItal contrIbutIon from related organIzatIon(s) 1C N0

d Loans or loan guarantees to or for related organIzatIon(s) 1d N0

e Loans or loan guarantees by related organIzatIon(s) 1e N0

f DIVIdends from related organIzatIon(s) 1f N0

9 Sale ofassets to related organIzatIon(s) lg No

h Purchase ofassets from related organIzatIon(s) 1h No

i Exchange ofassets WIth related organIzatIon(s) 1i N0

j Lease of eqUIpment, or other assets to related organIzatIon(s) 15 N0

k Lease of eqUIpment, or other assets from related organIzatIon(s) 1k No

I Performance ofserVIces or membershIp orfundraISIng solICItatIons for related organIzatIon(s) 1' N0

m Performance ofserVIces or membershIp orfundraISIng solICItatIons by related organIzatIon(s) 1' N0

n SharIng of eqUIpment, maIlIng lIsts, or other assets WIth related organIzatIon(s) 1" Yes

0 SharIng of paId employees WIth related organIzatIon(s) 10 Yes

p ReImbursement paId to related organIzatIon(s) for expenses 1p No

q ReImbursement paId by related organIzatIon(s) for expenses 11 N0

r Othertransfer ofcash or property to related organIzatIon(s) 1r Yes

5 Othertransferofcash or property from related organIzatIon(s) 15 N0


 


 


 


2 Ifthe answerto any of the above Is "Yes," see the InstructIons for InformatIon on who must complete thIs lIne, IncludIng covered relatIonshIps and transactIon thresholds


 


 


(C) 

Name of other organIzatIon TransactIon Amount Involved Method of detennInIng amount Involved

type (as)

(1) OREGON STATE COUNCIL R 202,254


 


 


 


 


 


 


 


 


 


Schedule R (Form 990) 2012



CITIZENAUDIT.ORG PAGE #00028
Schedule R (Form 990) 2012


Page4


m Unrelated Organizations Taxable as a Partnership (Complete If the organIzatIon answered "Yes" to Form 990, Part IV, lIne 37.)

the followmg InformatIon for each entIty taxed as a partnershIp through the organIzatIon conducted more than ve percent of Its actIVItIes (measured by total assets or gross


revenue) that was not a related organIzatIon See InstructIons regardIng exclu5Ion for certaIn Investment partnershIps


 


 


 


 


(C) (9) 


Name, address, and EIN of entIty PrImary actIVIty Legal PredomInant Are all partners Share of Share of DIsproprtIonate Code VUBI General or Percentage


d0m|C|le Income sectIon total endofyear allocatIons7 amount In managIng ownershIp


(state or (related, 501(c)(3) Income assets box 20 partner?


foreIgn unrelated, organIzatIons7 of Schedule


country) excluded from K1


tax under (Form 1065)

sectIon 512

514Schedule R (Form 990) 2012



CITIZENAUDIT.ORG PAGE #00029
Additional Data


Software ID:

Software Version:

EIN:


Name:


Schedule R (Form 990) 2012


m Supplemental Information


93-0323147

SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


Complete this part to prOVIde additional Information for responses to questions on Schedule R (see instructions)


Return to Form I


Page 5


 


 


Identifier Return Reference


 


Explanation


 


 


 



CITIZENAUDIT.ORG PAGE #00030
 


Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - 


TY 2012 Affiliate Listing


Name: SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


EIN: 93- 0323147


TY 2012 Affiliate Listing





 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


TIGARD


 


SALEM, OR 97309


 


 


Name Address EIN Name control


SERVICE EMPLOYEES INTERNATIONAL 001 LOCAL PO BOX 12159 93-1058552 SERV


RETIREES SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 81 LOCAL EOU PO BOX 12159 93-0813995 SERV


CLASSIFIED SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 82 LOCAL WOU PO BOX 12159 93-0813997 SERV


CLASSIFIED SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 83 LOCAL OSU PO BOX 12159 93-0810660 SERV


CLASSIFIED SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 84 LOCAL SOU PO BOX 12159 93-0814225 SERV


CLASSIFIED SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 85 LOCAL UO PO BOX 12159 93-0814226 SERV


CLASSIFIED SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 89 LOCAL PSU PO BOX 12159 93-0814227 SERV


CLASSIFIED SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 90 LOCAL OIT PO BOX 12159 93-0814228 SERV


CLASSIFIED SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 96 LOCAL CHILD PO BOX 12159 90-0333761 SERV


CARE WORKERS SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 97 LOCAL MEADOW PO BOX 12159 51-0208091 SERV


PARK CARE CENTER SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 98 ADDUS PO BOX 12159 23-7124436 SERV

SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 108 LOCAL OHCS PO BOX 12159 90-0103701 SERV

SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 109 LOCAL ODFW PO BOX 12159 90-0103707 SERV

SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 125 LOCAL ADMIN PO BOX 12159 93-0814229 SERV


SERVICES SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 137 LOCAL JUSTICE PO BOX 12159 93-0814230 SERV

SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 140 NUTRITION PO BOX 12159 90-0429731 SERV


SRVCE EMPLOYEES SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 150 LOCAL PO BOX 12159 93-0810696 SERV


REVENUE SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 170 LOCAL PO BOX 12159 93-0810690 SERV


TREASURY SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 198 LOCAL CITY OF PO BOX 12159 93-0810522 SERV


BEAVERTON SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 199 LOCAL CITY OF PO BOX 12159 93-0810693 SERV


 


 



CITIZENAUDIT.ORG PAGE #00031
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CITIZENAUDIT.ORG PAGE #00032
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CITIZENAUDIT.ORG PAGE #00033
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Text from 2012/09 EO 990 (filed 2013/12), extracted with optical character recognition (see PDF)

Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93493227o42so3|


 Return Of Organization Exempt From Income Tax TOMB  1545'7

F

gm Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung  1 1

benefit trust or private foundation)


Deparlmentoflhe Treasury open to Pub|ic

|mema|ReVenUesemCe I-The organization may have to use a copy of this return to satisfy state reporting requirements Inspection


A For the 2011 calendar year, or tax year beginning 10-01-2011 and ending 09-30-2012


C Name of organization


3 Check 'f app"ab'e SEIU LOCAL 503 OREGON EMPLOYEES UNION

|_Addresschange 93-0323147

Doing Business As E Telephone number


D Employer identification number


l_Namechange

(503) 581-1505


Inmal return Number and street (or P 0 box if mail is not delivered to street address) Room/suite


P 0 BOX 12159 G Gross receipts 25,698,578

l_ Terminated

l_ Amended return City or town, state or country, and ZIP 4


SALEM, OR 97309


Application pending


 


F Name and address of principal officer mg.) 15 a group return for

HEATHERCONROY affiliates? 

P 0 BOX 12159


SALEMOR 97309 Area||affi|iat5inc|uded?E FY85 '7"0


If"No," attach a list (see instructions)

I Tax-exempt Status 501(c)(3) I7 501(c)(5) I(inseit no) 4947(a)(1) or 527 me) Group exemptlon number ., 0932


J Website:I- ORG


K Form of organization '7 Corporation Trust Association Other L Year of fonnation 1943 M State of legal domicile OR

Summary


1 Briefly describe the organization's mission or most significant activities

TO IMPROVE THE QUALITY OF LIFE THROUGH WORKER EMPOWERMENT AND A PROGRESSIVE LABOR MOVEMENT

E

E

5

E 2 Check this box I-1 if the organization discontinued its operations or disposed of more than 25% ofits net assets

3 Number ofvoting members ofthe governing body (Part VI, line 1aNumber ofindependent voting members ofthe governing body (Part VI, line 1bTotal number ofindividuals employed in calendar year 2011 (PartV, line 2aTotal number ofvolunteers (estimate ifnecessary7aTotal unrelated business revenue from Part column (C), line 12 . . 7a 102,204

bNet unrelated business taxableincome from Form 34 . . 7b -58,463

Prior Year Current Year

Contributions and grants 1h22,610,523 22,588,668

E Program service revenue 2g770,261 729,923

10 Investmentincome (Part (A),lines 3,4,and 7d) . . . . 448,200 478,151

D: 11 Other revenue 5,6d,8c,9c,10c,and11e) 678,598 247,504

12 Total revenueadd lines 8 through 11 (must equal Part column (A), line

1224,507,582 24,044,246

13 Grants and similaramounts paid (PartIX,co|umn (A), lines 1-3) . . . 52,129 70,071

14 Benefits paid to orfor members (PartIX,co|umn . . . . 106,067 160,475

15 Salaries, other compensation, employee benefits (Part IX, column (A), lines

5.10) 12,014,069 12,493,114

g 16a Professional fundraising fees (Part IX, column (A), line Total fundraising expenses (Part column (D), line 25) F-0

17 Otherexpenses (PartIX,column (A), lines 11a11d,11f24e) . . . . 12,278,446 11,747,110

18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 24,450,711 24,470,770

19 Revenue less expenses Subtract line 18 from line 56,871 -426,524

3 3 Beginning of Current End of Year

g Year

$3 20 Total assets (Part X,|ine 1617,074,680 16,909,415

3'3 21 Total liabilities (Part X, line 262,716,752 2,725,113

33 22 Net assets orfund balances Subtract line 21 from line 20 . . . . . 14,357,928 14,184,302


Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedula and statements, and to the best of my

knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any

knowledge.


2o13os15

Sign Signature of officer Date

Here HEATHER CONROY EXECUTIVE DIRECTOR


Type or print name and title


Preparers Date Check if Preparers taxpayer identification number

. t JOYLYN M ANKENEY CPA se|f- (see Instructions)


Paid Sana we employed h- P00366587


EIN I 930623286


Preparers Finn's name (or yours AKT LLP


use or if se|femp|oyed),

y address, and ZIP 4 680 HAWTHORNE AVE SE 140


Phone no II (503)585-7774


SALEM, OR 97301


. . . . . . . . . I7Yes l_No


For Paperwork Reduction Act Notioe, see the separate instructions. Cat N o 1 1 282Y Form 990 (20 1 1)



CITIZENAUDIT.ORG PAGE #0003
Form 990 (2011)


Page 2


  Statement of Program Service Accomplishments


Check ifSchedule 0 contains a response to any question in this Part . . . . . . . . . 


1


Briefly describe the organization's mission


TO IMPROVE THE QUALITY OF LIFE THROUGH WORKER EMPOWERMENT AND A PROGRESSIVE LABOR MOVEMENT


2 the organization undertake any significant program services during the yearwhich were not listed on

the prIorForm 990 or990EZ' I_Yes 

IfYes, describe these new services on Schedule 0

3 the organization cease conducting, or make significant changes in how it conducts, any program

services? I7 Yes No

IfYes, describe these changes on Schedule 0

4 Describe the organization's program service accomplishments for each ofits three largest program services, as measured by

expenses Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1)trusts are required to report the amount of

grants and allocations to others, the total expenses, and revenue, ifany, for each program service reported

4a (Code (Expenses including grants of (Revenue 

THE ORGANIZATION IS A LABOR UNION, REPRESENTING THE INTERESTS OF 47,236 SERVICE EMPLOYEES IN THE STATE OF OREGON

4b (Code (Expenses including grants of (Revenue 

4c (Code (Expenses including grants of (Revenue 

4d Other program services (Describe in Schedule 0 

(Expenses Including grants of$ (Revenue 

4e Total program service expensesl-$


Form 990 (2011)



CITIZENAUDIT.ORG PAGE #0004
Form 990 (201120a


Page 3

Part IV Checklist of Required Schedules


Yes No

Is the organization described in section 501(c)(3)or4947(a)(1) (otherthan a private foundation)? If Yes, No

complete ScheduleA . . . . . . . . .

Is the organization required to complete Schedule B, Schedule of Contributors(see instructions)? 2 No

Did the organization engage in direct or indirect political campaign activities on behalf ofor in opposition to Yes

candidates for public office? If Yes,comp/ete Schedule C, Part IE 3

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 50l(h)

election in effect during the tax year? If Yes/complete Schedule C, Part II 4

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,

assessments, or similar amounts as defined in Revenue Procedure 98-19? If Yes,complete Schedule C, Part 5 No

Did the organization maintain any donor advised funds or any similarfunds or accounts for which donors have the

right to provide advice on the distribution or investment ofamounts in such funds or accounts? If Yes,complete N

Schedule D, Part IE 6 0

Did the organization receive or hold a conservation easement, including easements to preserve open space, N

the environment, historic land areas or historic structures? If Yes/comp/ete Schedule D, Part II 7 0

Did the organization maintain collections ofworks ofart, historical treasures, or other similar assets? If Yes, No

complete Schedule D, Part E 3

Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X, or

provide credit counseling, debt management, credit repair, or debt negotiation services? If Yes, N

complete Schedule D, Part I 9 0

Did the organization, directly orthrough a related organization, hold assets in temporarily restricted endowments, 10 No

permanent endowments, or quasiendowments'? If Yes, complete Schedule D, Part

Ifthe organization's answerto any ofthe following questions is Yes,then complete Schedule D, Parts VI, VII,

IX, orX as applicable

Did the organization report an amount for land, buildings, and equipment in Part X, |ine10? If Yes,comp/ete Y

Schedule D, Part VUE 113 es

Did the organization report an amount for investmentsother securities in Part X, line 12 that is 5% or more of N

its total assets reported in Part X, line 16'? If Yes,complete Schedule D, Part VILE 11' 0

Did the organization report an amount for related in Part X, line 13 that is 5% or more of No

its total assets reported in Part X, line 16'? If Yes,complete Schedule D, Part WINE 115

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets N

reported in Part X, line 167 If Yes,comp/ete Schedule D, Part IXE 11d 0

Did the organization report an amount for other liabilities in Part X, line 257 If Yes,comp/ete Schedule D, Part XE Yes


11e


Did the organization's separate or consolidated financial statements for the tax year include a footnote that

addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If Yes/complete 11f No

Schedule D, Part XE

Did the organization obtain separate, independent audited financial statements for the tax year? If Yes,comp/ete

Schedule D, Parts XI, XII, and 12a yes

Was the organization included in consolidated, independent audited financial statements for the tax year? If

Yes, and if the organization answered Noto line 12a, then completing Schedule D, Parts XI, XII, and /5 optional 12', N 0

Is the organization a school described in section 17O(b)(1)(A)(ii)7 If Yes,comp/ete ScheduleE 13 No

Did the organization maintain an office, employees, or agents outside of the United States? 14a No

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment,

and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If Yes, complete

Schedule F, Part] . 14b N0

Did the organization report on Part IX, column (A), line 3, more than $5,000 ofgrants or assistance to any

organization or entity located outside the U S 7 If Yes,comp/ete Schedulel-', Part II and IV . 15 N0

Did the organization report on Part IX, column (A), line 3, more than $5,000 ofaggregate grants or assistance to N

individuals located outside the U S 7 If Yes,comp/ete Schedulel-, Part and IV . 15 

Did the organization report a total of more than $15,000, of expenses for professional fundraising services on 17 No

Part IX, column (A), lines 6 and 11e7 If Yes,comp/ete Schedule G, Part]

Did the organization report more than $15,000 total offundraising event gross income and contributions on Part N

lines 1c and 8a? If Yes/complete Schedule G, Part II 18 

Did the organization report more than $15,000 ofgross income from gaming activities on 9a? If 19 No

Yes,  complete Schedule G, Part 

Did the organization operate one or more hospitals? If Yes/complete Schedule H zoa No

IfYes to line 20a, did the organization attach its audited financial statement to this return? Note. All Form 990

filers that operated one or more hospitals must attach audited financial statements 20',


Form 990 (2011)



CITIZENAUDIT.ORG PAGE #0005
Form 990 (2011Part II


IV


Part I


and V, line 1


Page 4

Part IV Checklist of Required Schedules (continued)


the organization report more than $5,000 ofgrants and other assistance to governments and organizations in 21 Yes

the United States on Part IX, column (A), line 1? If Yes,comp/ete Schedule I, Parts I and II

Did the organization report more than $5,000 ofgrants and other assistance to individuals in the United States 22 N

on Part IX, column (A), line 2? If Yes,comp/ete Schedule I, Parts I and 0

Did the organization answer Yes to Part VII, Section A, questions 3, 4, or 5, about compensation ofthe N

organization's current and former officers, directors, trustees, key employees, and highest compensated 23 0

employees? If Yes/comp/ete Schedule] .

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000

as ofthe last day ofthe year, that was issued after December 31, 2002? If Yes/answerquest/ons 24b24d and N

complete Schedule K. If No,go tol/Did the organization invest any proceeds oftax-exempt bonds beyond a temporary period exception? 24b

Did the organization maintain an escrow account otherthan a refunding escrow at any time during the year

to defease any tax-exempt bonds? 24

Did the organization act as an on behalf of issuerfor bonds outstanding at any time during the year? 24d

Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with

a disqualified person during the year? If Yes,comp/ete Schedule L, Part I 253

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior

year, and that the transaction has not been reported on any ofthe organization's prior Forms 990 or If 25b

Yes, complete Schedule L, Part I

Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or

disqualified person outstanding as ofthe end ofthe organization's tax year? If Yes,comp/ete Schedule L, 25 No

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial

contributor, ora grant selection committee member, orto a person related to such an individual? If Yes, 27 No

complete Schedule L, Part 

Was the organization a party to a business transaction with one ofthe following parties? (see Schedule L, Part IV

instructions for applicable filing thresholds, conditions, and exceptions)

A current or former officer, director, trustee, or key employee? If Yes/complete Schedule L, Part


28a No

A family member ofa current orformer officer, director, trustee, or key employee? If Yes, N

complete Schedule L, Part I V . 28b 

An entity ofwhich a current or former officer, director, trustee, or key employee (or a family member thereof) was N

an officer, director, trustee, or owner? If Yes, complete Schedule L, Part IV . 28C 0

Did the organization receive more than $25,000 in non-cash contributions? If Yes/complete ScheduleM 29 No

Did the organization receive contributions ofart, historical treasures, or other similar assets, or qualified N

conservation contributions? If Yes,comp/ete ScheduleM . . . . 30 0

Did the organization liquidate, terminate, or dissolve and cease operations? If Yes, complete Schedule N, No


31

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If Yes,comp/ete N

Schedule N, Part II 32 0

the organization own 100% ofan entity disregarded as separate from the organization under Regulations Y

sections 301 7701-2 and 301 7701-3? If Schedule R, PartI 33 es

Was the organization related to any tax-exempt or taxable entity? If Yes,comp/ete Schedule R, Parts II, Yes


34

Is any related organization a controlled entity of the filing organization within the meaning ofsection 512(b)(13)? 35a No

Did the organization receive any payment from or engage in any transaction with a controlled entity within the 35b No

meaning ofsection 512(b)(13)? If Yes/complete Schedule R, Part l/ne2

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related

organization? If Yes, complete Schedule R, Part V, line 2 36

Did the organization conduct more than 5% ofits activities through an entity that is not a related organization N

and that is treated as a partnership for federal income tax purposes? If Yes/comp/ete Schedule R, Part VI 37 0

Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 19? Y

Note. All Form 990 filers are required to complete Schedule 0 33 es


Form 990 (2011)



CITIZENAUDIT.ORG PAGE #0006
Form 990(2011) Page5

Part V Statements Regarding Other IRS Filings and Tax Compliance

Check IfSchedule 0 contains a response to any question In this Part V 

Yes No

1a Enterthe number reported In Box 3 of Form 1096 Enter -0- If not applicable

1a 24

b Enterthe number of Forms W2G Included In line 1a Enter0 Ifnot applicable lb 0

c the organizatlon comply wIth backup withholding rules for reportable payments to vendors and reportable

gaming (gambling) wlnnings to prize wlnners? 1c Yes

2a Enterthe number ofemployees reported on Form W-3, Transmittal of Wage and Tax

Statements filed for the calendar year with or within the year covered by this

return 2a 247

b Ifat least one is reported on line 2a, did the organization file all required federal employment tax returns?

2b Yes

Note. Ifthe sum oflines 1a and 2a is greater than 250, you may be required to efI|e (see Instructlons)

3a the organizatlon have unrelated business gross Income of$1,000 or more during the

year) 3a YES

b IfYes," has It filed a Form 990-T for this year? If No/provide an explanation In Schedule 0 3b Yes

4a At any time during the calendar year, did the organization have an Interest In, or a signature or other authority

over, a financial account In a foreign country (such as a bank account or securities

account)? 4a N0

b If"Yes," enterthe name of the foreign country Ir

See Instructions forfiling requirements for Form TD F 90-22 1, Report of Foreign Bank and Financial Accounts

5a Was the organizatlon a party to a prohibited tax sheltertransaction at any time during the tax year? 5a No

b any taxable party notify the organlzation that It was or is a party to a prohibited tax sheltertransaction? 5b No

c IfYes to line 5a or 5b, did the organlzation file Form 

5c

6a Does the organlzation have annual gross receipts that are normally greater than $100,000, and did the Ga No

organizatlon solicit any that were not tax deductible?

b IfYes, did the organization Include with every solicitation an express statement that such contributions or gifts

were not tax 5b

7 Organizations that may receive deductible contributions under section 170(c).

a the organizatlon receive a payment In excess of$75 made partly as a contribution and partly for goods and 7a

services provlded to the payor?

b IfYes, did the organization notify the donor ofthe value of the goods or services provlded? 7b

c the organizatlon sell, exchange, or otherwise dispose of tangible personal property for whIch It was required to

fI|eForm8282IfYes, Indlcate the number of Forms 8282 led during the year 7d

e the organizatlon receive any funds, directly or Indirectly, to pay premlums on a personal benefit

contract? 7e N0

f the organizatlon, during the year, pay premiums, dIrect|y or Indirectly, on a personal benefit contract? 7f No

g Ifthe organizatlon received a ofqualified Intellectual property, did the organization file Form 8899 as

required? 79

h Ifthe organizatlon received a ofcars, boats, airplanes, or other vehIc|es, did the organization file a

Form 7h

8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did

the supporting organization, or a donor advlsed fund maintalned by a sponsoring organization, have excess

business holdings at any time during the year? 8

9 Sponsoring organizations maintaining donor advised funds.

the organizatlon make any taxable distributions under section 4966? 9a

the organizatlon make a distribution to a donor, donor advisor, or related person? 9b

10 Section 501(c)(7) organizations. Enter

Initiation fees and capital contributions Included on Part |Ine 12 10a

Gross recelpts, Included on Form 990, Part line 12, for public use ofclub 10b

facilities

11 Section 501(c)(12) organizations. Enter

Gross Income from members or shareholders 11a

Gross Income from other sources (Do not net amounts due or paid to other

sources against amounts due or received from them) 11b

12a Section 4947(a)(1) non-exempt charitable trusts. Is the organlzation filing Form 990 In lieu of Form 104 1? 12a

b IfYes, enter the amount oftaxexempt Interest recelved or accrued during the

year 12b

13 Section 501(c)(29) qualified nonprofit health insurance issuers.

a Is the organization licensed to Issue qualified health plans In more than one state?

Note. All 501(c)(29) organizatlons must list In Schedule 0 each state In which they are licensed to Issue

qualified health plans, the amount of reserves requlred by each state, and the amount of reserves the organizatlon

allocated to each state 133

b Enterthe aggregate amount of reserves the organlzation is required to malntain by

the states In which the organizatlon is licensed to Issue qualified health plans 13"

c Enterthe aggregate amount of reserves on hand

13c

14a the organizatlon receive any payments for Indoor tanning services durlng the tax year? 14a No

b If "Yes," has It filed a Form 720 to report these payments? If No,prov/de an explanation In Schedule 0 14b


Form 990 (2011)



CITIZENAUDIT.ORG PAGE #0007
Form 990 (2011)


Page6


M Governance, Management, and Disclosure For each Yes response to lines 2 through 7b below, and for


a No response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule

0. See instructions.


Check ifSchedule 0 contains a response to any question in this Part VI .l7

Section A. Governing Body and Management

Yes No

1a Enterthe number of voting members of the governing body at the end of the tax

year 1a 34

b Enterthe number of voting members included in line 1a, above, who are

independent 1b 33

2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any

other officer, director, trustee, or key employeeDid the organization delegate control over management duties customarily performed by or underthe direct

supervision of officers, directors ortrustees, or key employees to a management company or other person? . 3 N0

4 Did the organization make any significant changes to its governing documents since the prior Form 990 was

filed? No

5 Did the organization become aware during the year ofa significant diversion ofthe organization's assets? . 5 No

Did the organization have members or stockholders? Yes

7a Did the organization have members, stockholders, or other persons who had the powerto elect or appoint one or

more members of the governing body? 7a Yes

b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, 7b Yes

or persons other than the governing body?

8 Did the organization contemporaneously document the meetings held or written actions undertaken during the

year by the following

The governing body? 8a Yes

Each committee with authority to act on behalf ofthe governing body? 8b Yes

9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the

organization's mailing address? IfYes, provide the names and addresses in Schedule Section B. Policies (This Section B requests information about policies not required by the Internal

Revenue Code.)

Yes No

10a Did the organization have local chapters, branches, or affiliates? 10a Yes

b IfYes, did the organization have written policies and procedures governing the activities ofsuch chapters,

affiliates, and branches to ensure their operations are consistent with the organization's exempt lob Y

purposes? es

11a Has the organization provided a complete copy ofthis Form 990 to all members ofits governing body before filing

the form? 118 Yes

b Describe in Schedule 0 the process, ifany, used by the organization to review the Form 990

12a Did the organization have a written conflict of interest policy? If No,go to line 13 12a Yes

b Were officers, directors ortrustees, and key employees required to disclose annually interests that could give

rise to conflicts? 12D Yes

c Did the organization regularly and consistently monitor and enforce compliance with the policy? IfYes, describe

in Schedule 0 how this was done 12C YES

13 Did the organization have a written whistleblower policy? 13 Yes

14 Did the organization have a written document retention and destruction policy? 14 Yes

15 Did the process for determining compensation ofthe following persons include a review and approval by

independent persons, comparability data, and contemporaneous substantiation ofthe deliberation and decision?

The organization's CEO, Executive Director, ortop management official 15a Yes

Other officers or key employees of the organization 15b Yes

If"Yes," to line 15a or 15b, describe the process in Schedule 0 (see instructions)

16a Did the organization invest in, contribute assets to, or participate in a Joint venture or similar arrangement with a

taxable entity during the year? 153 N0

b IfYes, did the organization followa written policy or procedure requiring the organization to evaluate its

participation in Joint venture arrangements under applicable federal tax law, and take steps to safeguard the

organization's exempt status with respect to such arrangements? 16b


Section C. Disclosure


17

18


19


20


List the States with which a copy of this Form 990 is required to be fi|edh-


Section 6104 requires an organization to make its Form 1023 (or 1024 ifapplicable), 990, and 990-T (50l(c)

(3)s only) available for public inspection Indicate how you made these available Check all that apply


Own website Another's website I7 Upon request


Describe in Schedule 0 whether (and ifso, how), the organization made its governing documents, conflict of

interest policy, and financial statements available to the public See Additional Data Table


State the name, physical address, and telephone number ofthe person who possesses the books and records ofthe organization I-


MARTIN CHILDS

PO BOX 12159

97309

(503)531-1505

Form 99o(2o11)



CITIZENAUDIT.ORG PAGE #0008
Form 99o(2o11) Page7


  Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated

Employees, and Independent Contractors

Check ifSchedule 0 contains a response to any question in this Part VII . . . . . . . . . 


Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed Report compensation for the calendar year ending with or the organization's


tax year

I List all ofthe organization's current officers, directors, trustees (whether individuals or organizations), regardless ofamount

ofcompensation, and current key employees Enter -0- in columns (D), (E), and (F) ifno compensation was paid


I List all ofthe organization's current key employees, Ifany See instructions for definition of"key employee

I List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee)


who received reportable compensation (Box 5 of Form W2 and/or Box 7 of Form 1099MISC) of more than $100,000 from the

organization and any related organizations


I List all ofthe organization's former officers, key employees, or highest compensated employees who received more than $100,000


of reportable compensation from the organization and any related organizations


I List all ofthe organization's former directors ortrustees that received, In the capacity as a former director or trustee ofthe

organization, more than $10,000 of reportable compensation from the organization and any related organizations


List persons in the following order Individual trustees or directors, institutional trustees, officers, key employees, highest

compensated employees, and former such persons


Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee


(A) (B) (C) (D) (E) (F)

Name and Title Average (do not check Reportable Reportable Estimated

hours more than one box, compensation compensation amount of other

per unless person IS both from the from related compensation

week an officer and a organization (W- organizations from the

(describe director/trustee) (W- 2/1099- organization and

hours I MISC) related

for C, 3 organizations

related 3 3  EE

organizations Schedule See Additional Data Table


Form 990 (2011)



CITIZENAUDIT.ORG PAGE #0009
Form 990 (2011)


Page8


  Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)


(A) (B) (C) (D) (E) (F)

Name and Title Average Position (do not check Reportable Reportable Estimated

hours more than one box, compensation compensation amount of other

per unless person is both from the from related compensation

week an officer and a organization (W- organizations from the

(describe director/trustee) (W- 2/1099- organization and

hours I MISC) related

for C, Sig organizations

related 3 E  g

organizations Schedule See Additional Data Table

3*

Total from continuation sheets to Part VII, Section A . . . . 3*

Total (add lines 314,642 0 92,389

2 Total number ofindividuals (including but not limited to those listed above) who received more than

100,000 of reportable compensation from the organizationh-1

Yes No

3 Did the organization list any former officer, director ortrustee, key employee, or highest compensated employee

on line la? If Yes, complete Schedu/eJfor such IlldIVIdUaFor any individual listed on line 1a, is the sum of reportable compensation and other compensation from the

organization and related organizations greater than $150,000? If Yes,comp/ete ScheduleJforsuch

No

5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for

services rendered to the organization? If Yes/comp/ete Schedu/eJfor such person . . . . . 5 No


Section B. Independent Contractors

1 Complete this table for yourfive highest compensated independent contractors that received more than

100,000 ofcompensation from the organization Report compensation forthe calendar year ending with

or within the organization's tax year

(A) (B) (C)


Name and business address Description of services Compensation


2 Total number ofindependent contractors (including but not limited to those listed above) who received more than

100 000 ofcom ensation from the or anization F0


 


Form 990 (2011)



CITIZENAUDIT.ORG PAGE #0010
Form 990 (2011)


M1 Statement of Revenue


Page9


(A) (B) (C) (D)

Total revenue Related or Unrelated Revenue

exempt business excluded from

function revenue tax under

revenue sections

512, 513, or

514


E 1a Federated campaigns . . 1a


E 2| b Membership dues . . . . 1b 22,588,668


me


.. E c Fundraising events . . . . 1c


-M3 It'll


E E cl Related organizations . . . 1d





g E e Governmentgrants (contributions) 1e


 E f All other contributions, gifts, grants, and 1f


'5 3 similar amounts not included above


.-E g Noncash contributions included in


Cl-


EE lines 1a-1f$


5 ,5 h Total.Add lines 1a-1f F 22,588,668


2 Business Code

E 2a HOMECARE BENEFITS ADMI 900099 725,802 725,802

on

E b MISCELLANEOUS INCOME 900099 4,121 4,121

All other program service revenue

C-

i g Total. Add lines 2a2f . II- 729,923

3 Investment income (including dividends, interest

and other similar amounts) 8" 382r383 382383

Income from investment of taxexempt bond proceeds II-

5 Royalties . 8"

Real (ii) Personal

6a Gross rents

b Less rental

expenses

c Rental income

or(|oss)

d Net rental income or(|oss) 3"

(i)Securities (ii) Other

73 Gross amount 1,576,878 173,222

from sales of

assets other

than inventory

b Less cost or 1,654,332 0

other basis and

sales expenses

Gain or(|oss) 77,454 173,222

Net gain or(|oss) 95,758 95,768

33 Gross income from fundraising

events (not including

3

E T

ofcontributions reported on line 1c)

See PartIV,|ine 18

E a

E


b Less direct expenses . . . b


1-5


c Netincome fundraising events . . 8"


93 Gross income from gaming activities

See Part IV, line 19

a

b Less direct expenses . . . b

c Net income or (loss) from gaming activities . . 

10a Gross sales ofinventory, less

returns and allowances

a

b Less cost of goods sold . . b

c Netincome sales ofinventory . . 8"

Miscellaneous Revenue Business Code

11;, SEIU SUBSIDIARY 900099 145,300 145,300

b INSURANCE COMMISSIONS 524293 102204 1021204

d All other revenue

e Total.Addlines11a11d

., 247,504

12 Total revenue. See Instructions 8"

24,044,246 970,991 102,204 382,383


Form 990 (2011)



CITIZENAUDIT.ORG PAGE #0011
Form 99o(2o11) Page 10

  Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns


All other organIzatIons must complete column (A) but are not required to complete columns (B), (C), and (D)


Check If Schedule O contains a response to any question In this Part not include amounts reported on lines 6b, (A) PrOgraEnB)SemCe Managgent and 

7b! 8b! 9b! and lob f Part Total expenses expenses general expenses expenses


1 Grants and other assistance to governments and organizations

In the United States See Part IV, line 21 70,071

2 Grants and other assistance to Individuals In the

United States See Part IV, line 22

3 Grants and other assistance to governments,

organizations, and Individuals outside the United

States See Part IV, |Ines 15 and 16

Benefits paid to or for members 160,475

5 Compensation ofcurrent officers, dIrectors, trustees, and

key employees 396,249

6 Compensation not Included above, to disqualified persons

(as defIned under sectIon 4958(f)(1)) and persons

described In section 4958(c)(3)(B) .

Other salaries and wages 9,700,841

PensIon plan contributions (Include sectIon 401(k) and section

403(b) employer contrIbutIons) 1,228,594

9 Other employee benefits 401,523

10 Payroll taxes 765,907

11 Fees for services (nonemployees)

a Management

b Legal 186,914

c AccountIng 92,485

d Lobbying

e ProfessIona|fundraIsIng SeePart IV, line 17

f Investment management fees

g Other 13,521

12 AdvertIsIng and promotion 2,407

13 Office expenses 694,288

14 Information technology

15 Royalties

16 Occupancy 373,842

17 Travel 887,998

18 Payments oftravel or entertainment expenses for any federal,

state, or local public officials

19 Conferences, conventions, and meetings 314,408

20 Interest 101,863

21 Payments to affiliates 5,992,183

22 Depreciation, depletion, and amortization 330,041

23 Insurance 147,778

24 Other expenses Itemize expenses not covered above (List

miscellaneous expenses In |Ine 24f Ifline 24famount exceeds 10% of

line 25, column (A) amount, |Ist line 24fexpenses on Schedule 0)

a STATE INCOME TAXES 17,192

b ISSUES FUNDING 1,064,647

c GOVERNANCE ACTIVITIES 645,992

d COLLECTIVE BARGAINING 299,803

e

f All other expenses 581,748

25 Total functional expenses. Add lines 1 through 24f 24,470,770

26 Joint costs. Check here F Iffollowing


SOP 98-2 (ASC 958-720) Complete this |Ine only Ifthe

organization reported In column (B)JoInt costs from a

combined educatIona| campaIgn and fundraising so|IcItatIon


Form 990 (2011)



CITIZENAUDIT.ORG PAGE #0012
Form 990 (2011)


Page 11


M Balance Sheet


(A) (3)

Beginning ofyear End ofyear

1 Cashnon-interest-bearing 1,009,354 1 950,555

2 Savings and temporary cash investments 3,023,590 2 522,887

3 Pledges and grants receivable, net 3

4 Accounts receivable, net 1,045,280 4 2,155,310

5 Receivables from current and former officers, directors, trustees, key employees, and

highest compensated employees Complete Part II of

Schedule L 5

6 Receivables from other disqualified persons (as defined under section 49 and

persons described in section 4958(c)(3)(B) Complete Part II of

M Schedule L 6

"5 7 Notes and loans receivable, net 7

8 Inventories for sale or use 8

51 9 Prepaid expenses and deferred charges 47,533 9 55,553

10a Land, buildings, and equipment cost or other basis Complete 7,700,794

Part VI of Schedule D 10a

b Less accumulated depreciation 10b 3,937,439 3,701,990 10c 3,753,355

11 Investmentspub|ic|y traded securities 7,431,118 11 8,454,890

12 Investmentsother securities See Part IV, line 11 12

13 See Part IV, line 11 13

14 Intangible assets 0 14 101,135

15 Other assets See Part IV, line 11 815,805 15 784,520

16 Total assets. Add lines 1 through 15 (must equal line 34) 17,074,680 16 16,909,415

17 Accounts payable and accrued expenses 1,911,741 17 2,054,037

18 Grants payable 231,887 18 0

19 Deferred revenue 19

20 Tax-exempt bond liabilities 20

21 Escrow or custodial account liability Complete Part IVof Schedu/eD 21

E 22 Payables to current and former officers, directors, trustees, key

employees, highest compensated employees, and disqualified

P5 persons Complete Part II of Schedu/eL 22

E 23 Secured mortgages and notes payable to unrelated third parties 23

24 Unsecured notes and loans payable to unrelated third parties 24

25 Other liabilities (including federal income tax, payables to related third parties,

and other liabilities not included on lines 17-24) Complete Part X ofSchedu|e

D 573,124 25 661,076

26 Total liabilities. Add lines 17 through 25 2,715,752 26 2,725,113

M Organizations that follow SFAS 117, check here I- [7 and complete lines 27

3 through 29, and lines 33 and 34.

E 27 Unrestricted net assets 14,357,928 27 14,184,302

E 28 Temporarily restricted net assets 28

E 29 Permanently restricted net assets 29

3 Organizations that do not follow SFAS 117, check here It and complete

3 lines 30 through 34.

30 Capital stock or trust principal, or current funds 30

E 31 Paid-in orcapita|surplus,orland, building orequipment fund 31

E 32 Retained earnings,endowment,accumulated income,orotherfunds 32

E 33 Total net assets orfund balances 14,357,928 33 14,184,302

2 34 Total liabilities and net assets/fund balances 17,074,680 34 16,909,415


Form 990 (2011)



CITIZENAUDIT.ORG PAGE #0013
Form 990(2011) Page 12

  Reconcilliation of Net Assets

Check ifSchedule 0 contains a response to any question in this Part XI 

1 Total revenue (must equal Part column (A), line 12)

1 24,044,246

2 Total expenses (must equal Part IX, column (A line 25)

2 24,470,770

3 Revenue less expenses Subtract line 2 from line 1

3 -426,524

4 Net assets orfund balances at beginning ofyear (must equal Part X, line 33, column 

4 14,357,928

5 Other changes in net assets orfund balances (explain in Schedule 0)

5 252,898

6 Net assets orfund balances at end ofyear Combine lines 3, 4, and 5 (must equal Part X, line 33, column

6 14,184,302

  Financial Statements and Reporting

Check ifSchedule 0 contains a response to any question in this Part XII .I7

Yes No

1 Accounting method used to prepare the Form 990 Cash '7 Accrual I_Other

Ifthe organization changed its method ofaccounting from a prior year or checked "Other," explain in

Schedule O

2a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a No

b Were the organization's financial statements audited by an independent accountant? 2b Yes

c IfYes, to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the

audit, review, or compilation ofits financial statements and selection ofan independent accountant?

Ifthe organization changed either its oversight process or selection process during the tax year, explain in

Schedule O 2c yes

d IfYes to line 2a or 2b, check a box below to indicate whetherthe financial statements for the year were issued

on a separate basis, consolidated basis, or both

Separate basis Consolidated basis I7 Both consolidated and separated basis

3a As a result ofa federal award, was the organization required to undergo an audit or audits as set forth in the

38 N0

b IfYes, did the organization undergo the required audit or audits? Ifthe organization did not undergo the required 3b

audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits


Form 990 (2011)



CITIZENAUDIT.ORG PAGE #0014
Additional Data


Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest


Software ID:


Software Version:


EIN:

Name:


Compensated Employees, and Independent Contractors


93-0323147

SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


(A) (B) (C) (D) (E) (F)

Name and Title Average Position (check all Reportable Reportable Estimated

hours that apply) compensation compensation amount ofother

per I from the from related compensation

week C, 3 organization (W- organizations from the

E3 53.  E3 (W- 2/1099- organization and

E ,3 59* _n MISC) related

organizations

IIJOE DINICOLA 1 00 X 0 0

IMMEDIATE PAST PRESIDENT


JAMES JACOBSON


VICE PRESIDENT 1 O0 X X L560 0

LINDA BURGIN


PRESIDENT 40 00 X X 115,568 4,535

BARBARA CASEY


SECRETARYTREASURER 1 00 X X L560 0

MARC NISENFELD


DIRECTOR 1 O0 X 0 0

DANIEL SMITH


DIRECTOR 1 O0 X 0 0

STEVEN DEMAREST


DIRECTOR 1 00 X 0 0

KATIE KROENLEIN-HUBLER


DIRECTOR 1 O0 X 0 0

EDWIN DEBECK


DIRECTOR 1 O0 X 0 0

MICHAEL SIMPSON


DIRECTOR 1 00 X 0 0

PORTIA MOYE


DIRECTOR 1 00 x 11,059 1,084

JENNIFER GARNER


DIRECTOR 1 O0 X 0 0

SAIGE GRACIE


DIRECTOR 1 O0 X 0 0

ANITA PECOFF


DIRECTOR 1 00 X L561 0

PATRICK FEATHERSTONE 1 00 X 16,326 1,787

DIRECTOR


ROBERT SEXTON


DIRECTOR 1 O0 X 0 0

WILLIAN KINYOUN


DIRECTOR 1 00 X 0 0

PATRICIA AVILA


DIRECTOR 1 O0 X 0 0

THEODORA KO-THOMPSON 1 00 X 0 0

DIRECTOR


MAXIMILLIAN BROWN


DIRECTOR 1 00 X 0 0

CARLIE JACKSON


DIRECTOR 1 O0 X 0 0

RENA CHAPEL


DIRECTOR 1 O0 X 0 0

TIMISHA WILSON


DIRECTOR 1 O0 X 0 0

HOLLY FIRES


DIRECTOR 1 00 X 0 0

JUDY BYERS


DIRECTOR 1 O0 X 0 0



CITIZENAUDIT.ORG PAGE #0015
Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest


Compensated Employees, and Independent Contractors


(A) (B) (C) (D) (E) (F)

Name and Title Average Position (check all Reportable Reportable Estimated

hours thatapply) compensation compensation amount ofother

per I from the from related compensation

week 0 3 organization (W- organizations from the

33   3% (W- 2/1099- organization and

 5 3 E -- _n MISC) related

i: E 3 '13 3 Q organizations

GARY LANE


DIRECTOR 1 O0 0 0

SHAUN NOTOURFT


DIRECTOR 1 O0 X 0 0

ALICE REDDING


DIRECTOR 1 O0 X 0 0

BARTON LEWIS 1 00 X 0 0

RETIREE LOCAL PRESIDENT


MARY WOOD


DIRECTOR 1 00 X 102 0

ADAM RIGGS


DIRECTOR 1 O0 X 0 0

ROSALIE PEDROZA


DIRECTOR 1 O0 X 0 0

ROSANNE RICHARD


DIRECTOR 1 O0 X 0 0

HEATHER CONROY


EXECUTIVE DIRECTOR 45 O0 X 93250 37'118

MARTIN CHILDS


FINANCE DIRECTOR 45 00 X 73,656 47,865



CITIZENAUDIT.ORG PAGE #0016
Iefile GRAPHIC print  DO NOT PROCESS I As Filed Data  I DLN: 93493227042803]


OMBN 1545-0047

SCHEDULE C Political Campaign and Lobbying Activities 4

(F'm 990 0' 990452) For Organizations Exempt From Income Tax Under section 501(c) and section 527 1 1

Ir Complete if the organization is described below.


:3epa""'en' Ofme T'eaS""' I Attach to Form 990 or Form 990-EZ. I See separate instructions. Open to Public

nternal Revenue Service Ins . ection


If the organization answered Yes, to Form 990, Part IV, Line 3, or Form 99042, Part V, line 46 (Political Campaign Activities),

then


a Section 501(c)(3) organizations Complete Parts l-A and B Do not complete Part I-C


a Section 501(c) (other than section 501(c)(3)) organizations Complete Parts lA and C below Do not corrplete Part I-B


r Section 527 organizations Complete Part lA only


If the organization answered Yes, to Form 990, Part IV, Line 4, or Form 99042, Part VI, line 47 (Lobbying Activities), then


a Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part ll-A Do not complete Part ll-B


r Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part Do not complete Part llA

If the organization answered Yes, to Form 990, Part IV, Line 5 (Proxy Tax) or Form 99042, line 35c (Proxy Tax), then


a Section 501(c)(4), (5), or (6) organizations Complete Part 


Name ofthe organization Employer identification number

SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


93-0323147

  Complete if the organization is exempt under section 501(c) or is a section 527 organization.


1 Provide a description ofthe organization's direct and indirect political campaign activities on behalf ofor


in opposition to candidates for public office in Part IV


Political expenditures Ir 98,666

3 Volunteer hours 2,632


Part I-B Complete if the organization is exempt under section 501(c)(3).


 


1 Enterthe amount ofany excise tax incurred by the organization under section 4955 Ir

2 Enterthe amount ofany excise tax incurred by organization managers under section 4955 I-

3 Ifthe organizationincurreda section 4955 tax,did itfile Form 4720 forthis year? I_Yes 

4a Was a correction made? Yes No

b If"Yes," describe in Part IV

Complete if the organization is exempt under section 501(c) except section 501(c)(3).

1 Enterthe amount directly expended by the filing organization for section 527 exempt function activities h- 98 666

2 Enterthe amount ofthe filing organization's funds contributed to other organizations for section 527

exempt funtion activities hI- 

3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-PO L, line 17b II- 98,666

Did the filing organization file Form 1120-POL for this year? I7 Yes l_ No


Enterthe names, addresses and employer identification number (EIN) ofall section 527 political organizations to which the filing

organization made payments For each organization listed, enter the amount paid from the filing organization's funds Also enterthe

amount of political contributions received that were and directly delivered to a separate political organization, such as a

separate segregated fund or a political action committee (PAC) Ifadditional space is needed, provide information in Part IV


Name Address EIN d Amount ofpolitical

)AmUt Pa'd from contributions received


filing organization's and P,-ompuy and

funds Ifne:ete"O directly delivered to a


separate political

organization If none,

enter -0-


(1) CITIZEN ACTION FOR PO BO X 12 159


POLITICALEDUCATION SALEMIOR 97309 23-7230166 301,613


For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990. cat No 500345 scheduie c (Form 990 or 999.52) 2911



CITIZENAUDIT.ORG PAGE #0017
Schedule C (Form 990 or 990-EZ) 2011


Page 2


Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election


under section 501(h)).

A Check

expenses, and share of excess lobbying expenditures)


B Check ifthe filing organization checked box A and "limited contro|" provisions apply


ifthe filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN,


Limits on Lobbying Expenditures

(The term "expenditures" means amounts paid or incurred.)


Filing

Organization's

Totals


Affiliated

Group

Totals


1a Total lobbying expenditures to influence public opinion (grass roots lobbying)

Total lobbying expenditures to influence a legislative body (direct lobbying)

Total lobbying expenditures (add lines 1a and lb)


Other exempt purpose expenditures


Total exempt purpose expenditures (add lines 1c and 1d)


-nfD.nU'


Lobbying nontaxable amount Enter the amount from the following table in both

columns


If the amount on line 1e, column or is:

Not over $500,000


The lobbying nontaxable amount is:

20% of the amount on line 1e


Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000


Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000


Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000


Over $17,000,000 $1,000,000


Grassroots nontaxable amount (enter 25% ofline 1f)

h Subtract line 1g from line 1a Ifzero orless, enter-O-


i Subtract line lffrom line 1c Ifzero or less, enter-O-


i Ifthere is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting


section 491 1 tax for this year?


Yes No


4-Year Averaging Period Under Section 50


1(h)


(Some organizations that made a section 501(h) election do not have to complete all of the five

columns below. See the instructions for lines 2a through 2f on page 4.)


Lobbying Expenditures During 4-Year Averaging Period


Calendar year (or fiscal year


beginning in) 2008


2009


2010


2011


Total


2a Lobbying non-taxable amount


b Lobbying ceiling amount

(150% of line 2a, 


c Total lobbying expenditures


d Grassroots non-taxable amount


e Grassroots ceiling amount

(150/o of line 2d, column 


f Grassroots lobbying expenditures


Schedule C (Form 990 or 990-EZ) 2011



CITIZENAUDIT.ORG PAGE #0018
Schedule C (Form 990 or 990-EZ) 2011

Part II-B Complete if the organization is exempt under section 501(c)(3) and has


(election under section 501(h)).


NOT filed Form 5768


Page3








Yes


No


Amount





2a


c

d


  Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section


During the year, did the filing organization attempt to influence foreign, national, state or local

legislation, including any attempt to influence public opinion on a legislative matter or referendum,

through the use of


Volunteers?


Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?

Media advertisements?


Mailings to members, legislators, orthe public?


Publications, or published or broadcast statements?


Grants to other organizations for lobbying purposes?


Direct contact with legislators, their staffs, government officials, or a legislative body?

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?

Other activities? If"Yes," describe in Part IV


Total lines 1c through 1i


Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?

If"Yes," enterthe amount ofany tax incurred under section 4912


If"Yes," enterthe amount ofany tax incurred by organization managers under section 4912

Ifthe filing organization incurred a section 4912 tax, did it file Form 4720 forthis year?


501(c)(6).


1

2

3


Part Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section

501(c)(6) if BOTH Part lines 1 and 2 are answered No" OR if Part line 3 is


Were substantially all (90% or more) dues received nondeductible by members?

Did the organization make only in-house lobbying expenditures of$2,000 or less?

Did the organization agree to carryover lobbying and political expenditures from the prior yearanswered Yes".


5


Dues, assessments and similar amounts from members


Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political

expenses for which the section 527(f) tax was paid).


Current year


Carryoverfrom last year


Total


Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues

Ifnotices were sent and the amount on line 2c exceeds the amount on line 3, what portion ofthe excess

does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and

political expenditure next year?


Taxable amount oflobbying and political expenditures (see instructions)


Part IV Supplemental Information


Complete this part to provide the descriptions required for Part l-A, line 1, Part l-B, line 4, Part I-C, line 5, and Part ll-B, line 1i


Also, complete this part for any additional information


1


2b


LIT


2c


3


Identifier Ret urn Reference


Explanation


ORGANIZATIONS DIRECT AND

INDIRECT POLITICAL CAMPAIGN

ACTIVITIES


PART I-A, LINE 1


OUR MEMBERSHIP


THE ORGANIZATION INFORMS MEMBERS OF POLITICAL

ISSUES THROUGH INTERNAL 

MEMBERS ASSIST CANDIDATES OR BALLOT MEASURES

THROUGH VOLUNTEER THE

ORGANIZATION CONTRIBUTES, UPON BOARD 

BALLOT MEASURE CAMPAIGNS OF DIRECT INTEREST TO


PART IV, SUPPLEMENTAL

INFORMATION


PART SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES

UNION IS A LABOR UNION AND IS SPECIFICALLY EXEMPT

FROM THE REQUIREMENT TO REPORT LOBBYING

EXPENSES TO THE MEMBERSHIP AS A NONDEDUCTIBLE

PORTION OFTHEIR REV PROC 98-19


Schedule C (Form 990 or 990EZ) 2011



CITIZENAUDIT.ORG PAGE #0019
Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - 





SCHEDULE D  

99 Supplemental Financial Statements  1


Ir Complete if the organization answered "Yes," to Form 990,

Department of the Treasuw Part IV, line 6, 7, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b


Internal Revenue Service


Name of the organization

SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


Open to Public

h- Attach to Form 990. h- See separate instructions. Il1SPeCti0l1


Employer identification number


93-0323147


m Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the


organization answered "Yes" to Form 990, Part IV, line 6.





Donor advised funds Funds and other accounts


Total number at end of year


Aggregate contributions to (during year)


Aggregate grants from (during year)


Aggregate value at end ofyear


Did the organization inform all donors and donor advisors in writing that the assets held in donor advised


funds are the organization's property, subject to the organization's exclusive legal control? l_ Yes l_ No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be


used only for charitable purposes and not for the benefit ofthe donor or donor advisor, or for any other purpose


conferring impermissible private benefit l_ Yes l_ N0


m Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.


1





Purpose(s) ofconservation easements held by the organization (check all that apply)


Preservation ofland for public use (e g recreation or pleasure) l_ Preservation ofan historically importantly land area

Protection of natural habitat Preservation ofa certified historic structure


Preservation ofopen space


Complete lines 2a2d if the organization held a qualified conservation contribution in the form ofa conservation

easement on the last day of the tax year


Held at the End of the Year

Total number ofconservation easements 2a

Total acreage restricted by conservation easements 2b

Number ofconservation easements on a certified historic structure included in 2c

Number ofconservation easements included in acquired after 2d


Number ofconservation easements modified, transferred, released, extinguished, or terminated by the organization during

the taxable year It


Number ofstates where property subject to conservation easement is located Ir


Does the organization have a written policy regarding the periodic monitoring, inspection, handling ofviolations, and


enforcement of the conservation easements it holds? l_ Yes l_ N0

Staffand volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year I--


Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year





Does each conservation easement reported on line 2(d) above satisfy the requirements ofsection


and l70(h)(4)(B)(ii)7 I Yes I No


In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and

balance sheet, and include, ifapplicable, the text ofthe footnote to the organization's financial statements that describes

the organization's accounting for conservation easements


mm Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.


1a


b


For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990


Complete if the organization answered "Yes" to Form 990, Part IV, line 8.


Ifthe organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of

art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,

provide, in Part XIV, the text ofthe footnote to its financial statements that describes these items


Ifthe organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works ofart,

historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,

provide the following amounts relating to these items


Revenues included in Form 990, Part line 1 hr-$


(ii)Assets includedin Form 990,PartX 


Ifthe organization received or held works ofart, historical treasures, or other similar assets forfinancial gain, provide the

following amounts required to be reported under SFAS 116 relating to these items


Revenues included in Form 990, Part line 1 


Assetsincludedin Form 990,PartX Ir$


Cat No 52283D Schedule D(Form 990) 2011



CITIZENAUDIT.ORG PAGE #0020
Schedule D (Form 990) 2011

 anizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (Continued)


Page 2


 


3 Using the organization's accession and other records, check any ofthe following that are a significant use of its collection

items (check all that apply)

a I pubhc d l_ Loan or exchange programs

b l_ Scholarly research e l_ Other

c l_ Preservation for future generations

4 Provide a description ofthe organization's collections and explain how they furtherthe organization's exempt purpose in

Part XIV

5 During the year, the organization solicit or receive donations ofart, historical treasures or other similar

assets to be sold to raise funds rather than to be maintained as part ofthe organization's collection? l_ Yes l_ No

Part IV Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,

Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

1a Is the organization an agent, trustee, custodian or other Intermediary for contributions or other assets not

included on Form 990,Part X7 l_YeS l_N0

b If"Yes," explain the arrangement in Part XIV and complete the following table

Amount

C Beginning balance

Additions during the year

3 D|Stl'|bUtl0riS during the year

f Ending balance

2a the organizatloninclude an amount on Form 990,Part X,|ine 217 I_Yes 

b IfYes,exp|ain the arrangementin Part XIV


Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.


(a)Current Year (b)Pnor Year (c)Two Years Back (d)Three Years Back


(e)Four Yea rs Back


1a Beginning ofyear balance

b Contributions

c Investment earnings orlosses

d Grants or scholarships

e Other expenditures forfacllitles

and programs . . .

f Administrative expenses

9 End ofyear balance

2 Provide the estimated percentage of the year end balance held as

Board designated or quasi-endowment I-

b Permanent endowment I-

C Term endowment I-

3a Are there endowment funds not In the possession of the organization that are held and administered for the

organization by Yes No

unrelated organizations 3a(i)

(ii) related organizations . . . . . . . . . . . . . . 3a()

b If"Yes" to 3a(iI), are the related organizations listed as required on Schedule . 3b

4 Describe in Part XIV the intended uses ofthe organization's endowment funds

M Land, Buildings, and Equipment. See Form 990, Part X, line 10.

 or  on  

1a Land 474,900 474,900

b Buildings 4,521,047 1,712,655 2,808,392

c Leasehold improvements

d Equipment 2,704,847 2,224,784 480,063

eOther 

Total. Add lines la-1e (Column (cl) should equal Form 990, Part X, column (B), /Ine . . . . . . . . Ir 3,763,355


Schedule D (Form 990) 2011



CITIZENAUDIT.ORG PAGE #0021
Schedule D (Form 990) 2011


Page 3

  InvestmentsOther Securities. See Form 990, Part X, line 12.


Description of security or category (b)Book Value Method of valuation

(including name of security) Cost or endofyear market value


(1 )Financial derivatives


(2 |ose|yhe|d equity interests

Other


Total. (Column should equal FOI777 990, Part)(, col (B) line 12) 

 Related. See Form 990, Part X, line 13.


Method of valuation

Description ofinvestment type Book value Cost 0rend_of_yearmarket Value


Total. (Column should equal Fomv 990, PartX, col(B) line 13) 

Other Assets. See Form 990, Part X, line 15.


Description Book value

Total. (Column should equal Form 990, Part X, col.(B) line 15Other Liabilities. See Form 990, Part X, line 25.


1 Description ofLiabi|ity Amount


Federal Income Taxes 80,000


AGENCY ACCOUNTS 371,750


STATE INCOME TAXES 17,000


BANKOVERDRAFTS 192,326


Total. (Column should equal FOI777 990, Part)(, col (B) line 25) p. 551,076


2. Fin 48 (ASC 740) Footnote In Part XIV, provide the text ofthe footnote to the organization's financial statements that reports the

organization's liability for uncertain tax positions under FIN 48 (ASC740)


Schedule D (Form 990) 2011



CITIZENAUDIT.ORG PAGE #0022
Page4

  Reconciliation of Change in Net Assets from Form 990 to Financial Statements

1 Totalrevenue (Form (A), line 12) 1 24,044,245

2 Totalexpenses (Form 990,Part 25) 2 24,470,770

3 Excess or (deficit) for the year Subtract line 2 from line 1 3 '425,524

4 Net unrealized gains (losses) on investments 4 252,398

5 Donated services and use offacilities 5

5 Investment expenses 6

7 Prior period adjustments 7

3 Other(Describein 3

9 Total adjustments (net) Add lines 4 - 8 9 252,398

10 Excess or (deficit) for the year perfinanclal statements Combine lines 3 and 9 10 173,525

min! Reconciliation of Revenue per Audited Financial Statements With Revenue per Return

Total revenue,gains,and other support per audited financial statements . . . . . . . 1 24,337,822

2 Amounts included on line 1 but not on Form 990, Part line 12

a Net unrealized gains on investments 2a 252,898

b Donated services and use offacilities 2b

c Recoveries ofprior year grants 2c

cl Other(Describein Part XIV) 2d 44,160

e Add lines 2a through 2d 2e 297,058

3 Subtract line 2e from line 1 3 24,040,764

Amounts included on Form 990, Part line 12, but not on line 1

a Investment expenses notincluded on Form 7b 4a

Other(Describein Part XIV) 4b 3,482

c Addlines4aand 4b 4c 3,482

5 Total Revenue 3and 4c. (This should equal Form 990,PartI,|ine 1224,044,246

15518111 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return

1 Total expenses and losses per audited financial 24,517,500

statements . . . . . . . . . . . 1

2 Amounts included on line 1 but not on Form 990, Part IX, line 25

a Donated services and use offacilities 2a

b PFIOF year adjustments 2b

c Other losses 2c

d Other(Describe In Part XIV) 2d 330,530

e Add lines 2a through 2d 2e 330,530

3 Subtractline 2efrom|ine 1 3 24,186,970

Amounts included on Form 990, Part IX, line 25, but not on line 1:

a Investment expenses notincluded on Form 7b 4a

Other(Describe In Part XIV) 4b 283,800

Addlines4aand 4b 4c 283,800

5 Totalexpenses Addlines 3and 4c. (This should equa|Form 990,PartI,|ine 1824,470,770


  Supplemental Information


Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part lines 1a and 4, Part IV, lines 1b and 2b,

Part V, line 4, Part X, Part XI, line 8, Part XII, lines 2d and 4b, and Part lines 2d and 4b Also complete this part to provide any


additional information


Identifier Return Reference Explanation


PART XII, LINE 2D  OTHER NETTING OF RENTAL INCOME FROM DISREGARDED

ADJUSTMENTS ENTITY WITH EXPENSES 44,160


PART XII, LINE 4B - OTHER INCOME FROM LOCALS INCLUDED IN GROUP RETURN

ADJUSTMENTS 3,482


PART LINE 2D - OTHER NETTING OF RENTAL INCOME FROM DISREGARDED

ADJUSTMENTS ENTITY WITH EXPENSES 44,160 EXPENSES REDUCED ON


CONSOLIDATION 286,370


PART LINE 4B - OTHER EXPENSES FROM LOCALS INCLUDED IN GROUP RETURN

ADJUSTMENTS 283,800


Schedule D (Form 990) 2011



CITIZENAUDIT.ORG PAGE #0023
Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - 


Schedule I

(Form 990)


Department of the Treasury

Internal Revenue Service


Name of the organization


Grants and Other Assistance to Organizations,


Governments and Individuals in the United States


Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.

F Attach to Form 990


SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


DLN: 93493227042803


OMB No 1545-0047


93O323l47


2011


Open to Public

Inspect ion


Employer identification number


M General Information on Grants and Assistance


1 Does the organization maintain records to substantiate the amount ofthe grants or assistance, the grantees eligibility forthe grants or assistance, and


the selection criteria used to award the grants or assistancel7YeS N0

2 Describe in Part IV the organization's procedures for monitoring the use ofgrant funds in the United States

m Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to

Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use

Part IV and Schedule I-1 (Form 990) if additional space is neededName and address of EIN IRC Code section Amount ofcash Amount ofnon- Method of Description of Purpose ofgrant

organization ifapplicable grant cash valuation non-cash assistance or assistance

or government assistance (book, FMV,appraisal,

other)


WITH 93-1120523 7,810 TO PROMOTE

JUSTICE6025 E BURNSIDE WORKERS RIGHTS

97215


93-0939941 5,030 TO PROMOTE FARM

CAMPESINOS UNIDOS WORKERS RIGHTS

DEL NOROESTE3OO


YOUNG ST


97071


CENTER FOR 93-1186075 15,000 TO IMPROVE

PUBLIC POLICYPO BOX7 ECONOMIC AND

97381 SOCIAL


OPPORTUNITIES


FOR WORKERS


2 Entertotal number ofsection and government organizations listed in the line 1 table.


3 Entertotal number of other organizations listed in the line 1 table.




P


For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.


Cat No 50055P


Schedule I (Form 990) 2011



CITIZENAUDIT.ORG PAGE #0024
Schedule I (Form 990) 2011


Page 2

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.

Use Schedule I-1 (Form 990) If additional space IS needed.

(a)Type ofgrant or assistance (b)Number of (c)A mount of (d)A mount of (e)Method of valuation (f)Description of non-cash assistance

recipients cash grant


non-cash assistance


(book,

FMV, appraisal, other)


Part IV Supplemental Information. Complete this part to provide the required In Part 1, line 2, and any other additional Information.


Identifier


Ret urn Reference


Explanation


PROCEDURE FOR

MONITORING GRANTS

IN THE U S


PART 2


SCHEDULE 1, PART 1, LINE 2 THE FINANCE COMMITTEE REVIEWS EACH NEW DECISION TO GIVE GRANTS THE

COMMITTEE REVIEWS THE PERFORMANCE OFTHE RECIPIENTS AND OCCASIONALLY REQUIRES IN-PERSON

PRESENTATIONS THE POLITICAL CERTAIN GRANTS, MONITORS THE RECIPIENTS ACTIVITIES

THROUGH A CLOSE WORKING RELATIONSHIP AND FREQUENT REPORTING BACK TO THE EXECUTIVE DIRECTOR


AS WELL AS THE FINANCE COMMITTEE


Schedule I (Form 990) 2011



CITIZENAUDIT.ORG PAGE #0025
Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - 





SCHEDULE 0

(Form 990 or 990-EZ)


Department of the Treasury

Internal Revenue Service


Supplemental Information to Form 990 or 990-EZ


Complete to provide information for responses to specific questions on


OMB No 1545-0047


Open to Public

Inspection


Form 990 or to provide any additional information.

I-- Attach to Form 990 or 990-EZ.


Name ofthe organization


SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


Employer identification number


93-0323147


Identifier Return Explanation

Reference

CHANGES IN FORM 990, HUBB WAS DISBANDED AND TAKEN OVER BY THE STATE OF OREGON

PROGRAM PART LINE 3

SERVICES

FORM 990, THE UNION HAS INDIVIDUALS AS MEMBERS

PART VI,


SECTION A, LINE

6


FORM 990,


PART VI,

SECTION A, LINE

7A


INDIVIDUAL MEMBERS ELECT THE GOVERNING BODY


FORM 990,


PART VI,

SECTION A, LINE

7B


INDIVIDUAL MEMBERS VOTE ON AND APPROVE ANY CHANGES IN THE GOVERNING DOCUMENTS


FORM 990,

PART VI,

SECTION B, LINE

11


PRIOR TO FILING, THE IRS FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE


FORM 990,

PART VI,

SECTION B, LINE

12C


EACH YEAR ALL BOARD MEMBERS AND EES ARE REQUIRED TO COMPLETE A DISCLOSURE

STATEMENT ALSO, ACTIVITIES THAT COULD CAUSEA CONFLICT OF INTEREST ARE MONITORED BY

THE ETHICS LIAISON AT THE LOCAL LEVEL AND BY THE THE ETHICS OMBUDSPERSON AT THE

NATIONAL LEVEL


FORM 990,

PART VI,

SECTION B, LINE

15


THE ORGANIZATIONS BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE EXECUTIVE

DIRECTOR BY REVIEWING THE COMPENSATION AROUND THE SAME TIME AS WHEN STAFF UNION

CONTRACTS ARE RATIFIED THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR SEITING THE

COMPENSATION FOR ALL EES OF THE UNION THE EXECUTIVE DIRECTOR HAS THE ABILITY

TO DELEGATE THIS RESPONSIBILTTY TO A BARGAINING COMMITTEE WHICH INCLUDES TWO BOARD

MEMBERS AND THREE MANAGEMENT STAFF


FORM 990,

PART VI,

SECTION C, LINE

18


BY SCHEDULING AN APPOINTMENT WITH THE FINANCE DIRECTOR


FORM 990,

PART VI,

SECTION C, LINE

19


NO AVAILABLE TO THE PUBLIC


CHANGES IN NET FORM 990, NET UNREALIZED GAINS ON INVESTMENTS 252,898

ASSETS OR PART XI, LINE 5

FUND

BALANCES

FORM 990, NO CHANGE FROM PRIOR YEAR

PART XII, LINE


2C



CITIZENAUDIT.ORG PAGE #0026
Iefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I


SCHEDULE R

(Form 990)


DLN: 93493227042803

OMB No 1545-0047


Related Organizations and Unrelated Partnerships


hI- Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.


Department of the Treasury

Internal Revenue Service


I-- Attach to Form 990.


I-- See separate instructions.


Name of the organization

SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION


93O323147


M Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)


Open to Public

Inspection


Employer identification number




Name, address, and EIN of disregarded entity Primary activity Legal domicile (state Total income assets Direct controlling

or foreign country) entity

(1) HOMECARE UNION BENEFITS BOARD LLC ADMINISTRATION OF THE

PO BOX 12159 INSURANCE PROGRAM FOR OR 725,802 766,503 SEIU LOCAL 503  OPEU


SALEM, OR 97309

20O573997


OREGON HOMECARE

WORKERS


  Identification of Related Tax-Exempt Organizations (Complete if the organization

or more related taxexempt organizations during the tax year.)


answered "Yes" on Form 990, Part IV, line 34 because it had one


(9)

Section 512(b)(13)


(C) 

Name, address, and EIN of related organization Primary activity Legal domicile (state Exempt Code section Public charity status Direct controlling Controned

or foreign country) (if section 501(c)(3)) entity orgamzatlon

Yes No


(1) OREGON STATE COUNCIL


5401 SE FOSTER RD POLITICAL LOBBYING OR 527 No

PORTLAND, OR 97206


930887838


(2) OREGON POLITICAL ACTION 


1730 COMMERCIAL ST SE BALLOT MEASURES PAC OR 527 SEIU LOCAL 503  OPEU Yes


SALEM, OR 97302


93O323147


(3) CITIZEN ACTION FOR POLITICAL 


1730 COMMERCIAL ST SE POLITICAL EDUCATION OR 527 SEIU LOCAL 503  OPEU Yes


SALEM, OR 97309

237230166


For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.


Cat No 50135Y


Schedule R (Form 990) 2011



CITIZENAUDIT.ORG PAGE #0027
Schedule R (Form 990) 2011


Page 2


  Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34


because it had one or more related organizations treated as a partnership during the tax year.)


M (9) M G

Legai Dispropitionate Code VUBI General or

Name, address, and EIN Primary activity Direct Controlling Predominant income Share of total Share of endof allocations? amount m box 20 of managing 


of (related, unrelated, year h d I 7 Percentage


related organization (State or enmy excluded from tax assets SC 8 U8 K 1 partner ownership


foreign (FOITT1 1065)


country)


under sections 512-


514)


 


Part IV Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV,


line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)


(3)

Name, address, and EIN of related organization




Primary activity


(C)

Legal domicile

(state or

foreign

country)




Direct controlling

entity


(6)

Type of entity

(C corp, S corp,

or trust)


(0

Sha re of total

income


(9)

Share of

end ofyear

assets




Percentage

ownership


Schedule R (Form 990) 2011



CITIZENAUDIT.ORG PAGE #0028
Page3


Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)


Note. Complete line 1 ifany entity is listed in Parts 11, orIV Yes N0

1 During the tax year, did the orgranlzation engage in any of the following transactions with one or more related organizations listed In Parts 

a Receipt of interest (ii) annuities royalties (iv) rent from a controlled entity 13 N0

b Gift, grant, or capital contribution to related organization(s) 1-5 Yes

c Gift, grant, or capital contribution from related organization(s) 1: N0

d Loans or loan guarantees to orfor related organization(s) 1d N0

e Loans or loan guarantees by related organization(s) 1e N0

f Sale ofassets to related organization(s) 1f N0

g Purchase ofassets from related organization(s) 19 N0

h Exchange ofassets with related organization(s) 1' N0

i Lease offacilities, equipment, or other assets to related organization(s) 1i N0

j Lease of facilities, equipment, or other assets from related organization(s) 11 N0

k Performance ofservices or membership orfundraising solicitations for related organization(s) 1k N0

I Performance ofservices or membership orfundraising solicitations by related organization(s) 1' N0

m Sharing offacilities, equipment, mailing lists, or other assets with related organization(s) Yes

n Sharing of paid employees with related organization(s) 1" Yes

0 Reimbursement paid to related organization(s) for expenses 10 N0

Reimbursement paid by related organization(s) for expenses 1P N0

q Othertransferofcash or property to related organization(s) 1! Yes

Othertransferofcash or property from related organization(s) 1' N0


2 Ifthe answerto any ofthe above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds




Transaction (C) Method of determining amount

Name of other organization Amount involved

type(ar) involved

(1) OREGON STATE COUNCIL Q 178,124

(2)

(3)

(4)

(5)

(6)


Schedule R (Form 990) 2011



CITIZENAUDIT.ORG PAGE #0029
Page4


  Unrelated Organizations Taxable as a Partnership (Complete If the organization answered "Yes" on Form 990, Part IV, line 37.)


Provide the following Information for each entity taxed as a partnership through which the organization conducted more than five percent ofits activities (measured by total assets or gross

revenue) that was not a related organization See instructions regarding exclusion for certain investment partnerships


(3) (C) (9) 

Name, address, and EIN of Primary activity Legal domicile Predominant Are all Share of Disproprtionate allocations? Code VUBI General or

entity (state or income(re|ated, partners Share of endofyear amount in box managing 

foreign unrelated, section total income assets 20 of Schedule K-1 partner? Percentage

country) excluded from 501(c)(3) (Form 1065) ownership

tax under organizations?

sections 512-


514)


   


Ya No


Schedule R (Form 990) 2011



CITIZENAUDIT.ORG PAGE #0030
Schedule R (Form 990) 2011


Page 5


  Supplemental Information


Complete this part to provide additional information for responses to questions on Schedule R (see instructions)


Identifier


Ret urn Reference


Explanation


Schedule R (Form 990) 2011



CITIZENAUDIT.ORG PAGE #0031
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CITIZENAUDIT.ORG PAGE #0032
TY 2011 Affiliate Listing


SALEM, OR 97309


Name Address EIN Name control


SERVICE EMPLOYEES INTERNATIONAL 274 LOCAL VETS PO BOX 12159 93-0814232 SERV


AFFAIRS SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 294 LOCAL MARION PO BOX 12159 9308107OO SERV


COUNTY SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 333 LOCAL HEALTH PO BOX 12159 93-0829199 SERV


DIVISION SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 390 LOCAL LINN PO BOX 12159 93-1101521 SERV


COUNTY EMPLOYEES SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 391 LOCAL ASSN PO BOX 12159 93-0814268 SERV


LOCAL EOH TC SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 392 LOCAL O S H PO BOX 12159 93-0810702 SERV

SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 393 PENDLETON PO BOX 12159 900595717 SERV


SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 415 LOCAL OREGON PO BOX 12159 93-1247814 SERV


YOUTH AUTHORITY SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 440 LOCAL DEPT OF PO BOX 12159 93-0814241 SERV


INS FINANCE SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 459 LOCAL PERS PO BOX 12159 930810708 SERV

SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 471 LOCAL PO BOX 12159 93-0814246 SERV


EMPLOYMENT SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 496 LOCAL PO BOX 12159 93-0814247 SERV


JOSEPHINE CO ROADS DEPT SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 497 LOCAL JACKSON PO BOX 12159 93-0814249 SERV


COUNTY EMPLOYEES SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 501 LOCAL PO BOX 12159 93-1247812 SERV


CASCADE AIDS PROJECT SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 543 LOCAL STATE PO BOX 12159 93081071O SERV


LIBRARY SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 570 LOCAL OPB PO BOX 12159 93-0814252 SERV

SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 575 LOCAL OREGON PO BOX 12159 93-1058554 SERV


STUDENT ASSIST COM SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 581 LOCAL PO BOX 12159 93O814254 SERV


EDUCATION SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 585 LOCAL BLIND PO BOX 12159 93-0810711 SERV


COMMISSION SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 592 LOCAL COID PO BOX 12159 93-0810716 SERV



CITIZENAUDIT.ORG PAGE #0033
TY 2011 Affiliate Listing


WALLOWA COUNTY ROADS


SALEM, OR 97309


Name Address EIN Name control


SERVICE EMPLOYEES INTERNATIONAL 596 LOCAL BAKER PO BOX 12159 93-0810520 SERV


COUNTY SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 603 LOCAL PO BOX 12159 930810717 SERV


AGRICULTURE SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 622 LOCAL STATE PO BOX 12159 93-0814257 SERV


FAIR SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 629 LOCAL PO BOX 12159 93-0810524 SERV


FORESTRY SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 690 LOCAL WATER PO BOX 12159 93-0814262 SERV


RESOURCES SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 697 LOCAL COOS PO BOX 12159 93-0814263 SERV


BAY N BEND WATER CO SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 730 LOCAL ODOT PO BOX 12159 930814266 SERV

SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 733 LOCAL PARKS PO BOX 12159 93-1116637 SERV


RECREATION SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 735 LOCAL DMV PO BOX 12159 93-0810719 SERV

SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 777 LOCAL BASIN PO BOX 12159 931101523 SERV


TRANSIT SERVICE SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 839 LOCAL BUREAU PO BOX 12159 93-0810721 SERV


OF LABOR SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 858 ADULT FOSTER PO BOX 12159 90-0429732 SERV


CARE SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 902 LOCAL OSLP PO BOX 12159 93-1247815 SERV

SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 903 ROSEMONT PO BOX 12159 90-0429734 SERV


TREATMENT CENTER SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 904 LOCAL THE PO BOX 12159 93127077O SERV


CHILD CENTER SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 905 LOCAL NW PO BOX 12159 90-0037693 SERV


REGIONAL EDUCATIONAL L SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 908 LOCAL LCOG PO BOX 12159 90-0103706 SERV

SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 910 LOCAL CITY OF PO BOX 12159 931058556 SERV


THE DALLES SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 921 LOCAL CITY OF PO BOX 12159 93-1058558 SERV


CANNON BEACH SALEM, OR 97309


SERVICE EMPLOYEES INTERNATIONAL 923 LOCAL PO BOX 12159 93-1247818 SERV



CITIZENAUDIT.ORG PAGE #0034






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Text from 2011/09 EO 990 (filed 2012/08), extracted with optical character recognition (see PDF)

See a Social Security Number? Say Something!
Report Privacy Problems to 
Or call the IRS Identity Theft Hotline at 1-800-908-4490

   

Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - 



Form990
1

Department of the Treasury
lntemal Revenue Seniice

benefit trust or private foundation)

A For the 2010 calendar year, or tax year beginning 10-01-2010

Name of organization

Check 'f app"Cab'e SEIU LOCAL 503 OREGON EMPLOYEES UNION

Address change

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung

Doing Business As
Name change

Inmal return Number and street (or 0 box if mail is not delivered to street address)

0 BOX 12159

Room/suite

OMB No 1545-0047

93-0323147

2010

Open to Public
I-The organization may have to use a copy ofthis return to satisfy state reporting requirements Inspection

and ending 09-30-2011
Employer identification number

Telephone number

(503)581-1505

Amended return City or town, state or country, and ZIP 4
SALEM, OR 97309

Application pending

 

Name and address of principal officer
HEATHER CONROY

0 BOX 12159

97309

Gross receipts 28,392,593

I Tax-exempt status 501(c)(3) I7 501(c) 5) (insert no) 4947(a)(1) or 527

Web5ite:I'- ORG

H(b) Are all affiliates 
If"No," attach a list (see instructions)
H(c) Group exemption number 0932

H(a) Is this a group return for affi|iates2 '7 Yes No

|_Yes '7 No

Form of organization '7 Corporation Trust Association Other II-
Summary

Year of formation 1943

State of legal domicile OR

1 Briefly describe the organization's mission or most significant activities
TO IMPROVE THE QUALITY OF LIFE THROUGH WORKER EMPOWERMENT AND A PROGRESSIVE LABOR MOVEMENT



2 Check this box ifthe organization discontinued its operations or disposed of more than 25% ofits net assets
3 Number ofvoting members ofthe governing body (Part VI, line la) 3 25
4 Number ofindependent voting members of the governing body (Part VI, line lbTotal number ofindividuals employed in calendar year 2010 (Part V, line 2a) 5 181
6 Total number ofvolunteers (estimate if necessary) 6 235
it 7aTota| unrelated business revenue from Part column (C), line 12 7a 107,083
Net unrelated business taxable income from Form 990-T, line 34 7b 0
Prior Year Current Year
8 Contributions and grants 1h) 22,247,620 22,610,523
Program service revenue (Part 2g) 768,915 770,261
10 Investmentincome (Part 3,4,and 7d 9,269 448,200
11 5,6d,8c,9c,10c,and11e) 431,002 678,598
12 Total revenue--add lines 8 through 11 (must equal Part column (A), line
1223,456,806 24,507,582
13 Grants and similaramounts 1-3) 67,521 52,129
14 Benefits paid to orfor members (PartIX,co|umn 4) 104,160 106,067
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines
5.10) 11,040,294 12,014,069
16a Professionalfundraising fees (PartIX,co|umn 11e) 0 0
Total fundraising expenses (Part IX, column (D), line 25) F0
17 11a--11d,11f--24f) 12,492,365 12,278,446
18 Totalexpenses Add lines 13-17 (must 23,704,340 24,450,711
19 Revenue less expenses Subtract line 18 from line 12 -247,534 56,871
3% Beginning of Current End of Year
Em ear
E3 20 Totalassets (Part X,|ine 16) 17,541,657 17,074,680
3'3 21 Total liabilities (Part X, line 26) 3,068,266 2,716,752
22 Net assets orfund balances Subtract line 21 from line 20 14,473,391 14,357,928

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any

knowledge.
2012-08-08

Sign Sig nature of officer Date

Here HEATHER CONROY EXECUTIVE DIRECTOR

Type or print name and title
Print/Type Preparer's signature Date Check If 5e|f_

prepare,-5 name ANKENEY ANKENEY
Paid

employed I- 

Finn's name AKT LLP

Preparer Finn's EIN I-
Use only Firrn's address I- 680 HAWTHORNE AVE sE 140 Phone no (503) 585_
SALEM, OR 97301 7774
May the IRS discuss this return with the preparer shown above? (see instructions) I7 Yes I-- No

For Paperwork Reduction Act Notice, see the separate instructions.

Cat No 11282Y Form 990(2010)

Form 990 (2010)

Page 2

  Statement of Program Service Accomplishments

Check ifSchedu|e 0 contains a response to any question in this Part . . . . . . . . . 

1

Briefly describe the organization's mission

TO IMPROVE THE QUALITY OF LIFE THROUGH WORKER EMPOWERMENT AND A PROGRESSIVE LABOR MOVEMENT

2 Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or990-EZ? I_Yes 
If"Yes," describe these new services on Schedule 0
3 Did the organization cease conducting, or make significant changes in how it conducts, any program
services? Yes I7 No
If"Yes," describe these changes on Schedule 0
4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses
Section 501(c)(3)and 501(c)(4) organizations and section 4947(a)(1)trusts are required to report the amount ofgrants and
allocations to others, the total expenses, and revenue, ifany, for each program service reported
4a (Code (Expenses including giants of (Revenue 
THE ORGANIZATION IS A LABOR UNION, REPRESENTING THE INTERESTS OF 41,309 SERVICE EMPLOYEES IN THE STATE OF OREGON
4b (Code (Expenses including giants of (Revenue 
44; (Code (Expenses including grants of (Revenue 
4d Other program services (Describe in Schedule 0 
(Expenses including grants of$ (Revenue 
4e Total program service expenses!-$

Form 990(2010)

Form 990 (201020a

Page 3
Part IV Checklist of Required Schedules

Yes No
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," No
complete ScheduleA . . . . . . . . . . . 1
Is the organization required to complete Schedule B, Schedule ofContributors (see instruction)? 2 No
Did the organization engage in direct or indirect political campaign activities on behalf ofor in opposition to Yes
candidates for public office? If "Yes,"complete Schedule C, Part Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h)
election in effect during the tax year? If "Yes,"complete Schedule C, Part II . . . 4
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,
assessments, or similar amounts as defined in Revenue Procedure 98-197 If "Yes/complete Schedule C, Part No

5
Did the organization maintain any donor advised funds or any similarfunds or accounts where donors have the
right to provide advice on the distribution or investment ofamounts in such funds or accounts? If "Yes/complete 
Schedule D, Part I 6 0
Did the organization receive or hold a conservation easement, including easements to preserve open space, 
the environment, historic land areas or historic structures? If "Yes,"complete Schedule D, Part II 7 0
Did the organization maintain collections ofworks ofart, historical treasures, or other similar assets? If "Yes," 
complete Schedule D, Part 3 0
Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X, or
provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," 
complete Schedule D, Part I 9 0
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi- 10 No
endowments? If "Yes," complete Schedule D, Part l/E
Ifthe organization's answerto any ofthe following questions is 'Yes,'then complete Schedule D, Parts VI, VII,
IX, or as applicable
Did the organization report an amount for land, buildings, and equipment in Part X, |ine107 If "Yes/complete 
Schedule D, Part VI 113 es
Did the organization report an amount for investments--other securities in Part X, line 12 that is 5% or more of 
its total assets reported in Part X, line 167 If "Yes/complete Schedule D, Part VINE 11-5 0
Did the organization report an amount for investments--program related in Part X, line 13 that is 5% or more of 
its total assets reported in Part X, line 162 If "Yes,"complete Schedule D, Part 11'? 0
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more ofits total assets 
reported in Part X, line 162 If "Yes," complete Schedule D, Part 11d 0
Did the organization report an amount for other liabilities in Part X, line 257 If "Yes/'complete Schedule D, Part XE Yes
11e
Did the organization's separate or consolidated financial statements for the tax year include a footnote that
addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes,"complete 11f No
Schedule D, Part X.
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes,"
complete Schedule D, Parts XI, XII, and 123 No
Was the organization included in consolidated, independent audited financial statements for the tax year? If
"Yes," and if the organization answered 'No'to line 12a, then completing Schedule D, Parts XI, XII, and is optional
12b Yes

Is the organization a school described in section If "Yes/complete ScheduleE 13 No
Did the organization maintain an office, employees, or agents outside ofthe United States? 14a No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program 
service activities outside the United States? If "Yes," complete Schedule F, Parts I and IV . 14b 0
Did the organization report on Part IX, column (A), line 3, more than $5,000 ofgrants or assistance to any
organization or entity located outside the 7' If "Yes,"complete Parts II and IV . 15 No
Did the organization report on Part IX, column (A), line 3, more than $5,000 ofaggregate grants or assistance to 
individuals located outside the 7 If "Yes/'complete Schedulel-', Parts and IV . 16 0
Did the organization report a total of more than $15,000, ofexpenses for professional fundraising services on 17 No
Part IX, column (A), lines 6 and 11e'P If "Yes," complete Schedule G, Part I (see instructions)
Did the organization report more than $15,000 total offundraising event gross income and contributions on Part
lines 1c and 8a? If "Yes,"complete Schedule G, Part II 18 No
Did the organization report more than $15,000 ofgross income from gaming activities on Part line 9a? If 19 No
"Yes, complete Schedule G, Part 
Did the organization operate one or more hospitals? If "Yes,"complete ScheduleH 20a No
If"Yes" to line 20a, did the organization attach its audited financial statement to this return? Note. Some Form 20b

990 filers that operate one or more hospitals must attach audited financial statements (see instructions)

Form 990(2010)

Form 990 (2010Part II

IV

Part I

and V, line 1

Page 4
Part IV Checklist of Required Schedules (continued)

Did the organization report more than $5,000 ofgrants and other assistance to governments and organizations in 21 Yes
the United States on Part IX, column (A), line 1? If "Yes,"complete Schedule I, Parts I and II
Did the organization report more than $5,000 ofgrants and other assistance to individuals in the United States 22 
on Part IX, column (A), line 2? If "Yes,"complete Schedule I, Parts I and 0
Did the organization answer "Yes" to Part VII, Section A, questions 3, 4, or 5, about compensation ofthe 
organization's current and former officers, directors, trustees, key employees, and highest compensated 23 0
employees? If "Yes," complete Schedule] .
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000
as ofthe last day ofthe year, that was issued after December 31, 2002? If "Yes," answer lines 24b--24d and 
complete Schedule K. If "No,"go to line Did the organization invest any proceeds oftax-exempt bonds beyond a temporary period exception? 24b
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? 24C
Did the organization act as an "on behalf of" issuerfor bonds outstanding at any time during the year? 24d
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with
a disqualified person during the year? If "Yes," complete Schedule L, Part I 25a
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior
year, and that the transaction has not been reported on any ofthe organization's prior Forms 990 or If 25h
"Yes, complete Schedule L, Part I
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or
disqualified person outstanding as ofthe end ofthe organization's tax year? If "Yes,"complete Schedule L, 25 NO
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor, or a grant selection committee member, or to a person related to such an individual? If "Yes," 27 N0
complete Schedule L, Part 
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions)
A current or former officer, director, trustee, or key employee? If "Yes,"complete Schedule L, Part

28a No
A family member ofa current or former officer, director, trustee, or key employee? If "Yes," 
complete Schedule L, Part I . 28b 0
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was 
an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV . 23C 0
Did the organization receive more than $25,000 in non-cash contributions? If "Yes,"complete ScheduleM 29 No
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified 
conservation contributions? If "Yes,"complete ScheduleM 30 0
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes,"complete Schedule N, NO

31
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete
Schedule N, Part II 32 No
Did the organization own 100% ofan entity disregarded as separate from the organization under Regulations 
sections 301 7701-2 and 301 7701-3? If "Yes,"complete Schedule R, PartI 33 es
Was the organization related to any tax-exempt or taxable entity? If "Yes,"complete Schedule R, Parts II, Il/, Yes

34
Is any related organization a controlled entity within the meaning ofsection 512(b)(13)? 35 NO
Did the organization receive any payment from or engage in any transaction with a controlled entity within the
meaning ofsection 51 2(b)(1 If "Yes,"complete Schedule R, Part V, line 2 I_Yes 
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related
organization? If "Yes," complete Schedule R, Part V, line 2 36
Did the organization conduct more than 5% of its activities through an entity that is not a related organization 
and that is treated as a partnership for federal income tax purposes? If "Yes,"complete Schedule R, Part VI '5 37 0
Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 19? 
Note. All Form 990 filers are required to complete Schedule 0 33 es

Form 990(2010)

Form 990(2010) Page5
Statements Regarding Other IRS Filings and Tax Compliance

Check ifSchedu|e 0 contains a response to any question in this Part . . . . . . . . . 
Yes No
1a Enterthe number reported in Box 3 of Form 1096 Enter-0- if not applicable
1a 28
Enter the number of Forms W-2G included in line 1a Enter-0- if not applicable lb 0

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable
. . . . . . . . . . . . . . . . . . 1C Yes

2a Enter the number ofemployees reported on Form W-3, Transmittal of Wage and Tax
Statements filed for the calendar year ending with or within the year covered by this

181
Ifat least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b No
Note. Ifthe sum oflines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
3a Did the organization have unrelated business gross income of$1,000 or more during the

If"Yes," has it filed a Form 990-T forthis year? If "No,"provide an explanation in Schedule any time during the calendar year, did the organization have an interest in, or a signature or other authority
over, a financial account in a foreign country (such as a bank account, securities account, or otherfinancial
accountIf"Yes," enter the name ofthe foreign country Ir
See instructions for filing requirements for Form TD 90-22 1, Report of Foreign Bank and Financial Accounts
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . 5a No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b No
If"Yes" to line 5a or 5b, did the organization file Form 
5c
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the 6a No
organization solicit any contributions that were not tax deductible?
If"Yes," did the organization include with every solicitation an express statement that such contributions or gifts
6b
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess of$75 made partly as a contribution and partly for goods and 7a
services provided to the payor?
If"Yes," did the organization notify the donor ofthe value ofthe goods or services providedDid the organization sell, exchange, or otherwise dispose oftangible personal property for which it was required to

If"Yes," indicate the number of Forms 8282 filed during the year . . . . 7d 
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit
7e
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . 7f
Ifthe organization received a contribution ofqualified intellectual property, did the organization file Form 8899 as
79

Ifthe organization received a contribution ofcars, boats, airplanes, or other vehicles, did the organization file a
7h

8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did
the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess
business holdings at any time during the yearSponsoring organizations maintaining donor advised funds.

Did the organization make any taxable distributions under section 4966Did the organization make a distribution to a donor, donor advisor, or related personSection 501(c)(7) organizations. Enter
a Initiation fees and capital contributions included on Part line 12 . . . 10a
Gross receipts, included on Form 990, Part line 12, for public use ofclub 10b
facilities
11 Section 501(c)(12) organizations. Enter
Gross income from members or shareholders . . . . . . . . . 11a
Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them11b
12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a

If"Yes," enter the amount of tax-exempt interest received or accrued during the

13 Section 501(c)(29) qualified nonprofit health insurance issuers.

a Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule 0 133

Enter the amount of reserves the organization IS required to maintain by the states

in which the organization is licensed to issue qualified health plans 13''
Enter the amount of reserves on hand
13c
14a Did the organization receive any payments for indoortanning services during the tax year"Yes," has it filed a Form 720 to report these payments? If "No,"provrde an explanation in Schedule 0 . . 14b

Form 990(2010)

Form 990 (2010)

Page 5

Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for

a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule
0. See instructions.

Check ifSchedu|e 0 contains a response to any question in this Part VI .I7
Section A. Governing Body and Management
Yes No
1a Enter the number ofvoting members ofthe governing body at the end ofthe tax
year 1a 25
Enter the number ofvoting members included in line la, above, who are
independent 1b 24
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any
other officer, director, trustee, or key employeeDid the organization delegate control over management duties customarily performed by or under the direct
supervision of officers, directors or trustees, or key employees to a management company or other person? . . 3 N0
4 Did the organization make any significant changes to its governing documents since the prior Form 990 was
filed? N0
5 Did the organization become aware during the year ofa significant diversion of the organization's assets? . 5 No
Does the organization have members or stockholders? Yes
7a Does the organization have members, stockholders, or other persons who may elect one or more members ofthe
governing body? 7a Yes
Are any decisions ofthe governing body subject to approval by members, stockholders, or other persons? 7b Yes
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the
year by the following
The governing body? 8a Yes
Each committee with authority to act on behalfof the governing body? 8b Yes
9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? If"Yes," provide the names and addresses in Schedule Section B. Policies (This Section requests information about policies not required by the Internal
Revenue Code.)
Yes No
10a Does the organization have local chapters, branches, or affiliates? 10a Yes
If"Yes," does the organization have written policies and procedures governing the activities ofsuch chapters,
affiliates, and branches to ensure their operations are consistent with those of the organization? 10b Yes
11a Has the organization provided a copy of this Form 990 to all members ofits governing body before filing the form?
11a Yes
Describe in Schedule 0 the process, ifany, used by the organization to review this Form 990
12a Does the organization have a written conflict of interest policy? If "No,"go to line 13 12a Yes
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts? 12b Yes
Does the organization regularly and consistently monitor and enforce compliance with the policy? If"Yes,"
describe in Schedule 0 how this IS done 12C Yes
13 Does the organization have a written whistleblower policy? 13 Yes
14 Does the organization have a written document retention and destruction policy? 14 Yes
15 Did the process for determining compensation ofthe following persons include a review and approval by
independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
The organization's CEO, Executive Director, or top management official 15a Yes
Other officers or key employees of the organization 15b Yes
If"Yes" to line 15a or 15b, describe the process in Schedule 0 (See instructions)
16a Did the organization invest in, contribute assets to, or participate in a Joint venture or similar arrangement with a
taxable entity during the year? 16a No
If"Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its
participation in Joint venture arrangements under applicable federal tax law, and taken steps to safeguard the
organization's exempt status with respect to such arrangements? 16b

Section C. Disclosure

17
18

19

20

List the States with which a copy ofthis Form 990 IS required to be filedlr

Section 6104 requires an organization to make its Form 1023 (or 1024 ifapplicable), 990, and 990-T (501(c)
(3)5 only) available for public inspection Indicate how you make these available Check all that apply

Own website Another's website I7 Upon request

Describe in Schedule 0 whether (and ifso, how), the organization makes its governing documents, conflict of
interest policy, and financial statements available to the public See Additional Data Table

State the name, physical address, and telephone number ofthe person who possesses the books and records of the organization Ir

MARTIN CHILDS
PO BOX 12159
97309
(503)581-1505

Form 990(2010)

Form 990(2010) Page7

  Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
Check ifSchedu|e 0 contains a response to any question in this Part VII . . . . . . . . . 

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization's
tax year

I List all ofthe organization's current officers, directors, trustees (whether individuals or organizations), regardless ofamount
ofcompensation, and current key employees Enter -0- in columns (D), (E), and (F) if no compensation was paid

I List all ofthe organization's current key employees, ifany See instructions for definition of "key employee 

I List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations

I List all ofthe organization's former officers, key employees, and highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations

I List all ofthe organization's former directors or trustees that received, in the capacity as a former director ortrustee ofthe
organization, more than $10,000 of reportable compensation from the organization and any related organizations

List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest
compensated employees, and former such persons

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee

(A) (B) (C) (D) (E) (F)
Name and Title Average Position (check all Reportable Reportable Estimated
hours that apply) compensation compensation amount ofother
per In I from the from related compensation
week 35 Organization (W- organizations from the
(describe 33 E-3 (W- 2/1099- organization and
hours 2 El. MISC) related
for 2- 3' 3 3 3 Organizations
related 3 3
organizations -- 
in 3
Schedule II- 
O) _i1

See Additional Data Table

Form 990(2010)

Form 990 (2010)
  Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

Page 8

(A) (B) (C) (D) (E) (F)
Name and Title Average Position (check all Reportable Reportable Estimated
hours that apply) compensation compensation amount ofother
per In I from the from related compensation
week 3,3 organization (W- organizations from the
(describe E-E (W- 2/1099- organization and
hours 2 tr' El. MISC) related
for 2- 3' 3 3 organizations
related 3 3
organizations -- 
In EL 3
Schedule up 
O) ll
See Additional Data Table

Total from continuation sheets to Part VII, Section A . . . . 
Total (add lines 335.913 103.219
2 Total number of individuals (including but not limited to those listed above) who received more than
$100,000 in reportable compensation from the organizationhro
Yes No
3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee
on line la? If "Yes," complete ScheduleJforsuch Individual . . . . . . . . . . . . . 3 No
4 For any individual listed on line la, is the sum of reportable compensation and other compensation from the
organization and related organizations greater than $150,000? If "Yes/'comp/ete Schedu/eJforsuch
4 NO
5 Did any person listed on line la receive or accrue compensation from any unrelated organization or individual for
services rendered to the organization? If ScheduleJforsuch person . . . 5 No

Section B. Independent Contractors

1

Complete this table for yourfive highest compensated independent contractors that received more than
$100,000 ofcompensation from the organization

(A) (3)
Name and business address ion of services

2 Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 in compensation from the organization II-O

 

(C)

Com nsation

Form 990(2010)

Form 990 (2010)

En" Statement of Revenue

Page 9

(A)

Total revenue

(B)
or
exempt

function

FEVEHUE

(C)

Related nrelated

business
revenue

(D)

Revenue

excluded
from
tax
under
sechons

512,
513,or
514

igifls, grants
and ellwer simi er enmunte

1a

Federated campaigns
Membership dues
Fundraising events

Related organizations

Government rants (contributions)

1a
1b
1c
1d

1e

All other contributions, gifts, grants, and 1f

similar amounts not included above

Noncash contributions included in lines 1a--1f 

Total. Add lines 1a-1f

22,610,523

22,610,523

Eerwne FI;eI.renI.Ie

2a



'll

HOMECARE BENEFITS ADMI

Business Code

900099

746,134

746, 134

MISCELLANEOUS INCOME

900099

24,127

24,127

All other program service revenue

Total. Add lines 2a--2f

770,261

Dther FteI.Ienue

6a

Investment Income (Including dividends, interest

and other similar amounts)

Income from investment of tax-exempt bond proceeds

Royalties

Gross Rents

Less rental

expenses

Rental income

or (loss)

Net rental Income or (loss)

(I) Real

405,339

405,339

(Ii) Personal

7a

Gross amount
from sales of
assets other
than inventory
Less cost or
other basis and
sales expenses

Gain or (loss)

Net gain or (loss)

(I) Securities

(II)Other

3,927,322

3,335,011

42,311

42,311

42,311

8a

10a Gross sales oflnventory, less

Gross Income from fundraising events

(not Including



ofcontributlons reported on line 1c)

See Part IV, line 18

Less direct expenses



Net Income or (loss) from fundraising events

Gross Income from gaming activities See Part IV, line 19

Less direct expenses

Net Income or (loss) from gaming 

returns and allowances

Less cost ofgoods sold



Net Income or (loss) from sales of Inventory

Ir



Mlscellaneous Revenue

Business Code

11a SEIU SUBSIDIARY

COMMISSIONS


All other revenue

Total. Add lines 11a--11d

12 Total revenue. See Instructions

900099

571,515

571,515

524298

107,033

107,033

573,593

24,507,582

1,334,037

107,083

405,889

Form 990(2010)

Form 990 (2010)

Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns.
All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).

Page 10

Do not include amounts reported on lines 6b, (A) Manage(r?ent and 
7b! 8b! 9b! and 10b of Part Total expenses expenses general expenses expenses
1 Grants and other assistance to governments and organizations
In theU See PartIV,|Ine 21 52,129
2 Grants and other assistance to Individuals in the
See Part IV, line 22
3 Grants and other assistance to governments,
organizations, and Individuals outside the See
Part IV, lines 15 and 16
4 Benefits paid to or for members 106,067
5 Compensation of current officers, directors, trustees, and
key employees 359,109
6 Compensation not included above, to disqualified persons
(as defined under section 4958(f)(1)) and persons
described In section 4958(c)(3)(B) .
7 Other salaries and wages 9,617,009
Pension plan contributions (Include section 401(k) and section
403(b) employer contributions) 1,140,546
9 Other employee benefits 167,516
10 Payroll taxes 729,889
a Fees for services (non-employees)
Management
Legal 128,969
Accounting 90,940
Lobbying
Professional fundraising services See Part IV, line 17
Investment management fees
Other 883
12 Advertising and promotion 705
13 Office expenses 751,758
14 Information technology
15 Royalties
16 Occupancy 366,840
17 Travel 1,039,302
18 Payments of travel or entertainment expenses for any federal,
state, or local public officials
19 Conferences, conventions, and meetings 301,348
20 Interest 42,500
21 Payments to affiliates 6,184,218
22 Depreciation, depletion, and amortization 348,277
23 Insurance 107,700
24 Other expenses Itemlze expenses not covered above (Llst
miscellaneous expenses In line 24f Ifllne 24famount exceeds 10% of
line 25, column (A) amount, list llne 24fexpenses on Schedule 0 
a STATEINCOME TAXES 150
ISSUES FUNDING 881,192
COLLECTIVE BARGAINING 803,388
ORGANIZING DEPARTMENT 369,039
GOVERNANCE ACTIVITIES 253,851
All other expenses 607,386
25 Total functional expenses. Add lines 1 through 24f 24,450,711
26 Joint costs. Check here Ir if following

SOP 98-2 (ASC 958-720) Complete this line only Ifthe
organization reported In column (B) Joint costs from a
combined educational campaign and fundraising S0||C|taI|0n

Form 990(2010)

Form 990 (2010)

Balance Sheet

Page 11

(A) (B)
Beginning ofyear End ofyear
1 Cash--non-Interest-bearing 381.686 1 1.009.364
2 Savings and temporary cash Investments 3.192.657 2 3.023.590
3 Pledges and grants receivable, net 3
4 Accounts receivable, net 2.047.942 4 1.045.280
5 Receivables from current and former officers, directors, trustees, key employees, and
highest compensated employees Complete Part II of
Schedule 5
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)),
persons described in section 4958(c)(3)(B), and contributing employers, and
sponsoring organizations ofsection 501(c)(9) voluntary employees' beneficiary
organizations (see instructions)
3 Schedule 6
7 Notes and loans receivable, net 7
'Ii 8 Inventories for sale or use 8
9 Prepaid expenses and deferred charges 50.378 9 47.533
10a Land, buildings, and equipment cost or other basis Complete 7.337.820
Part VI of Schedule 10a
Less accumulated depreciation 10b 3.635.830 3.728.187 10c 3.701.990
11 Investments--pub|ic|y traded securities 7.519.907 11 7.431.118
12 Investments--other securities See Part IV, line 11 12
13 Investments--program-related See Part IV, line 11 13
14 Intangible assets 14
15 Other assets See Part IV, line 11 620.900 15 815.805
16 Total assets. Add lines 1 through 15 (must equal line 34) 17,541,657 16 17,074,680
17 Accounts payable and accrued expenses 1.911.386 17 1.911.741
18 Grants payable 844,193 18 231,887
19 Deferred revenue 19
20 Tax-exempt bond 20
 21 Escrow or custodial account Complete Part IVof ScheduleD 21
22 Payables to current and former officers, directors, trustees, key
-3: employees, highest compensated employees, and dlsquallfled
persons Complete Part II of ScheduleL 22
23 Secured mortgages and notes payable to unrelated third parties 23
24 Unsecured notes and loans payable to unrelated third parties 24
25 Other liabilities Complete Part ofSchedu|e 312.687 25 573.124
26 Total liabilities. Add lines 17 through 25 3,068,266 26 2,716,752
Organizations that follow SFAS 117, check here Ir |7 and complete lines 27
3 through 29, and lines 33 and 34.
27 Unrestricted net assets 14,473,391 27 14,357,928
28 Temporarily restricted net assets 28
29 Permanently restricted net assets 29
Organizations that do not follow SFAS 117, check here and complete
:5 lines 30 through 34.
30 Capital stock ortrust principal, or current funds 30
31 Paid-in or capIta|surp|us,or|and, orequlpment fund 31
32 Retained earnings, endowment, accumulated income, or otherfunds 32
33 Total net assets or fund balances 14,473,391 33 14,357,928
34 Total liabilities and net assets/fund balances 17,541,657 34 17,074,680

Form 990(2010)

Form 990(2010) Page 12
Reconcilliation of Net Assets
Check ifSchedu|e 0 contains a response to any question in this Part XI 
1 Total revenue (must equal Part column (A), line 12)
1 24,507,582
2 Total expenses (must equal Part IX, column (A), line 25)
2 24,450,711
3 Revenue less expenses Subtract line 2 from line 1
3 56,871
4 Net assets orfund balances at beginning ofyear (must equal Part X, line 33, column 
4 14,473,391
5 Other changes in net assets orfund balances (explain in Schedule 0)
5 -172,334
6 Net assets orfund balances at end ofyear Combine lines 3, 4, and 5 (must equal Part X, line 33, column
6 14,357,928
  Financial Statements and Reporting
Check ifSchedu|e 0 contains a response to any question in this Part XII .I7
Yes No
1 Accounting method used to prepare the Form 990 Cash I7 Accrual ther
Ifthe organization changed its method ofaccounting from a prior year or checked "Other," explain in
Schedule 0
2a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a No
Were the organization's financial statements audited by an independent accountant? 2b Yes
If"Yes," to 2a or 2b, does the organization have a committee that assumes responsibility for oversight ofthe
audit, review, or compilation ofits financial statements and selection ofan independent accountant?
Ifthe organization changed either its oversight process or selection process during the tax year, explain in
Schedule 0 2c yes
If"Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued
on a separate basis, consolidated basis, or both
I-- Separate basis Consolidated basis I7 Both consolidated and separated basis
3a As a result ofa federal award, was the organization required to undergo an audit or audits as set forth in the
Single AuditAct and OMB 33 N0
If"Yes," did the organization undergo the required audit or audits? Ifthe organization did not undergo the required 3b
audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits

Form 990(2010)

Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493227o3s292|

OMBN 1545-0047
SCHEDULE Political Campaign and Lobbying Activities 0
(Form 990 or 990452) For Organizations Exempt From Income Tax Under section 501 and section 527 1 0
Department ofthe Treasury Ir nIrIsS::s::baer:tb: ling-ructions 0 en to Public
lntemal Revenue Service 

If the organization answered "Yes," to Form 990, Part IV, Line 3, or Form 99042, Part V, line 46 (Political Campaign Activities),
then

II Section 501(c)(3) organizations Complete Parts l--A and Do not complete Part l--C

II Section 501(0) (other than section 501(c)(3)) organizations Complete Parts l--A and below Do not complete Part I-B

II Section 527 organizations Complete Part l--A only

If the organization answered "Yes," to Form 990, Part IV, Line 4, or Form 99042, Part VI, line 47 (Lobbying Activities), then

II Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part ll--A Do not complete Part ll--B

II Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part ll--B Do not complete Part ll--A
If the organization answered "Yes," to Form 990, Part IV, Line 5 (Proxy Tax) or Form 99042, Part V, line 35a (Proxy Tax), then
II Section 501(c)(4), (5), or (6) organizations Complete Part 

Name ofthe organization Employer identification number
SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION

93-0323147
  Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1 Provide a description of the organization's direct and indirect political campaign activities in Part IV

2 Political expenditures hr 394,645
3 Volunteer hours 2,000

Part I-B Complete if the organization is exempt under section 501(c)(3).

1 Enter the amount ofany excise tax incurred by the organization under section 4955 F-
2 Enter the amount ofany excise tax incurred by organization managers under section 4955 F-
3 Ifthe organization incurred a section 4955 tax, did it file Form 4720 forthis year? Yes No
4a Was a correction made? Yes No

If"Yes," describe in Part IV
Part I-C Complete if the organization is exempt under section 501(c) except section 501(c)(3).

1 Enter the amount directly expended by the filing organization for section 527 exempt function activities Ir 394,645
2 Enter the amount ofthe filing organization's funds contributed to other organizations for section 527
exempt funtion activities Ir 
3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-PO L, line 17b hr 394,645
Did the filing organization file Form 1120-POL for this year? I7 Yes No

5 Enter the names, addresses and employer identification number (EIN)ofa|| section 527 political organizations to which the filing
organization made payments For each organization listed, enter the amount paid from the filing organization's funds Also enter the
amount of political contributions received that were and directly delivered to a separate political organization, such as a
separate segregated fund or a political action committee (PAC) Ifadditional space is needed, provide information in Part IV

Name Address EIN Amount ofpolitical
Amount Pald from contributions received

filing organization's and prompuy and
funds If n?ne: enter directly delivered to a

separate political
organization If none,
enter -0-

(1) CITIZEN ACTION FOR PO BOX 12159

POLITICALEDUCATION SALEMIOR 97309 23-7230166 444,024

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Cat No 599345 schedme 9 (Form 999 or 999.52) 2919

Schedule (Form 990 or 990-EZ) 2010
  Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election

under section 501(h)).

Page 2

A Check ifthe filing organization belongs to an affiliated group
Check ifthe filing organization checked box A and ''limited control" provisions apply
. . . . I Affl 
Limits on Lobbying Expenditures 
(The term "expenditures" means amounts paid or incurred.) Totals Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying)
Total lobbying expenditures to influence a legislative body (direct lobbying)
Total lobbying expenditures (add lines 1a and 1b)
Other exempt purpose expenditures
Total exempt purpose expenditures (add lines 1c and 1d)
Lobbying nontaxable amount Enter the amount from the following table in both
columns
If the amount on line 1e, column or is: The lobbying nontaxable amount is:
Not over $500,000 20% of the amount on line 1e
Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000
Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000
Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000
Over $17,000,000 $1,000,000
Grassroots nontaxable amount (enter 25% ofline 1f)
Subtract line lg from line 1a Ifzero or less, enter-0-
i Subtract line lffrom line 1c Ifzero or less, enter-0-
Ifthere is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting 
section 4911 tax for this year? es 
4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Vear 2007 2008 2009 2010 Total
beginning in)
2a Lobbying non-taxable amount
Lobbying ceiling amount
(1500/o ofline 2a, 
Total lobbying expenditures
Grassroots non-taxable amount
Grassroots ceiling amount
(1500/o ofline 2d, column 
Grassroots lobbying expenditures

Schedule (Form 990 or 990-EZ) 2010

Schedule (Form 990 or 990-EZ) 2010

Page 3

Part II-B Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768

(election under section 501(h)).

(D)

Yes No A mount

1 During the year, did the filing organization attempt to influence foreign, national, state or local
legislation, including any attempt to influence public opinion on a legislative matter or referendum,

through the use of
Volunteers?

Media advertisements?

Mailings to members, legislators, orthe public?
Publications, or published or broadcast statements?
Grants to other organizations for lobbying purposes?



Other activities? If"Yes," describe in Part IV
Total lines 1c through 1i

2a Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? 
If "Yes," enter the amount ofany tax incurred under section 4912
If"Yes," enter the amount ofany tax incurred by organization managers under section 4912
Ifthe filing organization incurred a section 4912 tax, did it file Form 4720 for this year? 

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?

Direct contact with legislators, their staffs, government officials, or a legislative body?
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?

  Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section

501(c)(6).
Yes No
1 Were substantially all (90% or more) dues received nondeductible by members? 1 Yes
2 Did the organization make only in-house lobbying expenditures of$2,000 or less? 2 No
3 Did the organization agree to carryover lobbying and political expenditures from the prior year? 3 No

Part Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6) if BOTH Part lines 1 and 2 are answered "No" OR if Part line 3 is

answered "Yes".

1 Dues, assessments and similar amounts from members 1
2 Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a Current year 2a
Carryoverfrom last year 2b
Total 2c
3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 3
4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess
does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and
political expenditure next year? 4
5 Taxable amount oflobbying and political expenditures (see instructions) 5

Part IV Supplemental Information

Complete this part to provide the descriptions required for Part I-A, line 1, Part I-B, line 4, Part I-C, line 5, and Part II-B, line 1i

Also, complete this part for any additional information

Identifier Return Reference

Explanation

ORGANIZATIONS DIRECT AND PART 
INDIRECT POLITICAL CAMPAIGN
ACTIVITIES

THE ORGANIZATION INFORMS MEMBERS OF POLITICAL
ISSUES THROUGH INTERNAL COMMUNICATIONS, SOME
MEMBERS ASSIST CANDIDATES OR BALLOT MEASURES
THROUGH VOLUNTEER ACTIVITIES, AND THE
ORGANIZATION CONTRIBUTES, UPON BOARD 
BALLOT MEASURE CAMPAIGNS OF DIRECT INTEREST TO
OUR MEMBERSHIP

PART IV, SUPPLEMENTAL
INFORMATION

PART SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES
UNION IS A LABOR UNION AND IS SPECIFICALLY EXEMPT
FROM THE REQUIREMENT TO REPORT LOBBYING
EXPENSES TO THE MEMBERSHIP AS A NONDEDUCTIBLE
PORTION OFTHEIR DUES, PER REV PROC 98-19

Schedule (Form 990 or 990EZ) 2010

Iefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I



 OMB No 1545-0047
99?' Supplemental Financial Statements  0

It Complete if the organization answered "Yes," to Form 990,
Part IV, line 12.

lntemal Revenue Service

Name of the organization
SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION

Open to Public
It Attach to Form 990. It See separate instruct ions. 

Employer identification number

93-0323147

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the

organization answered "Yes" to Form 990, Part IV, line 6.

1
2
3
4
5

Donor advised funds Funds and other accounts

Total number at end of year

Aggregate contributions to (during year)

Aggregate grants from (during year)

Aggregate value at end ofyear

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised

funds are the organization's property, subject to the organization's exclusive legal control? Yes l_ N0
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be

used only for charitable purposes and not for the benefit ofthe donor or donor advisor, or for any other purpose

conferring impermissible private benefit V85 l_ N0

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

1

O.fiU'fll

Purpose(s) ofconservation easements held by the organization (check all that apply)
Preservation ofland for public use (e recreation or pleasure)
Protection of natural habitat

I-- Preservation ofan historically importantly land area
I-- Preservation ofa certified historic structure

Preservation ofopen space

Complete lines 2a--2d ifthe organization held a qualified conservation contribution in the form ofa conservation
easement on the last day ofthe tax year

Held at the End of the Year

Total number ofconservation easements 2a
Total acreage restricted by conservation easements 2b
Number ofconservation easements on a certified historic structure included in 2c
Number ofconservation easements included in acquired after 8/17/06 2d

Number ofconservation easements modified, transferred, released, extinguished, or terminated by the organization during

the taxable year It

Number ofstates where property subject to conservation easement IS located I-

Does the organization have a written policy regarding the periodic monitoring, inspection, handling ofviolations, and

enforcement ofthe conservation easements it holds? YES N0
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year F-

Amount ofexpenses incurred in monitoring, inspecting, and enforcing conservation easements during the year it 

Does each conservation easement reported on line 2(d) above satisfy the requirements ofsection

170(h)(4)(B)(i)and |--Yes l_No

In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, ifapplicable, the text of the footnote to the organization's financial statements that describes
the organization's accounting for conservation easements

  Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.

Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

1a Ifthe organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text ofthe footnote to its financial statements that describes these items
9 Ifthe organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works ofart,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items
Revenues included in Form 990, Part line 1 It 
(")Assets includedin Form 990,PartX hr$
2 Ifthe organization received or held works ofart, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items
a Revenues included in Form 990, Part line 1 hr$
'3 Assets includedin Form 990,PartX 

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat No 52283D Schedule D(Form 990) 2010

Schedule (Form 990) 2010
 anizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (Continued)

Page 2

 

3 Using the organization's accession and other records, check any of the following that are a significant use of its collection
items (check all that apply)

a publlc Loan or exchange programs

Scholarly research Other

Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in

Part XIV
5 During the year, did the organization solicit or receive donations ofart, historical treasures or other similar
assets to be sold to raise funds ratherthan to be maintained as part ofthe organization's collection? Yes N0
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990,Part 
If "Yes," explain the arrangement in Part XIV and complete the following table
Amount

Beginning balance

Additions during the year

9 Distributions during the year

Ending balance
2a Did the organization include an amount on Form 990,Part X,|ine 21? I_Yes 

If"Yes," explain the arrangement in Part XIV

Part Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back

1a Beginning ofyear balance

Contributions

Investment earnings orlosses

Grants or scholarships

Other expenditures forfacilities

and programs

Administrative expenses

End ofyear balance
2 Provide the estimated percentage ofthe year end balance held as

a Board designated or quasi-endowment It

Permanent endowment It

Term endowment F-
3a Are there endowment funds not in the possession ofthe organization that are held and administered for the

organization by Yes No
unrelated organizations 3a(i)
(ii) related organizations . . . . . . . . . . . . . . . 

If"Yes" to 3a(ii), are the related organizations listed as required on Schedule . . . . . . . . . 3b
4 Describe in Part XIV the intended uses of the organization's endowment funds
Investments--Land, Buildings, and Equipment. See Form 990, Part X, line 10.

 or  on  

1a Land 474,900 474,900

Buildings 4,373,988 1,552,692 2,821,296

Leasehold improvements

(1 Equipment 2,488,932 2,083,138 405,794

eOther 
Total. Add lines 1a-1e (Column should equal Form 990, Part X, column (B), line . . . . . . . . It 3,701,990

Schedule (Form 990) 2010

Schedule (Form 990) 2010

Page 3
  Investments--Other Securities. See Form 990, Part X, line 12.

Description ofsecurity or category Method ofvaluation
(including name ofsecurity) (b)Book Value Cost or end-of-year market value

(1 )Financial derivatives

(2 losely-held equity interests
Other

Total. (Column should equal Form 990, Part)(, col (B) line 12) n'
Investments--Pro ram Related. See Form 990, Part X, line 13.

Method ofvaluation
Description ofinvestment type Book value Cost 0rend_0f_yearmarket Value

Total. (Column should equal Form 990, PartX, col (3) 13) 
Other Assets. See Form 990, Part X, line 15.

Description Book value
Total. (Column should equal Form 990, Part X, col.(B) line 15II-
Other Liabilities. See Form 990, Part X, line 25.

1 Description of Liability (9) Amount

Federal Income Taxes 138,091

AGENCY ACCOUNTS 408,986

STATEINCOME TAXES 26,047

Total. (Column should equal Form 990, PartX, col (3) 25) p. 57311 24

2. Fin 48 (ASC 740) Footnote In Part XIV, provide the text of the footnote to the organization's financial statements that reports the
organization's liability for uncertain tax positions under FIN 48 (ASC740)

Schedule (Form 990) 2010

Schedule (Form 990)2010 Page4
  Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Totalrevenue (Form 990,Part 12) 1 2415071532
2 Totalexpenses (Form 990,PartIX,co|umn 25) 2 241450.711
3 Excess or (deficit) for the year Subtract line 2 from line 1 3 55.371
4 Net unrealized gains (losses) on investments 4 -1721334
5 Donated services and use of facilities 5
5 Investment expenses 5
7 Prior period adjustments 7
3 Other (Describe in Part XIV) 3
9 Total adjustments (net) Add lines 4 - 8 9 -l72l334
10 Excess or (deficit) for the year perfinancial statements Combine lines 3 and 9 10 -1151463
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue, gains, and other support per audited financial statements 1 24,386,328
2 Amounts included on line 1 but not on Form 990, Part line 12
a Net unrealized gains on investments 2a -172,334
Donated services and use of facilities 2b
Recoveries of prior year grants 2c
Other(Describe in Part XIV) 2d 58,582
Add lines 2a through 2d 2e -113,752
3 Subtract line 2e from line 1 3 24,500,080
4 Amounts included on Form 990, Part line 12, but not on line 1
Investment expenses not included on Form 990, Part line 7b 4a
Other(Describe in Part XIV) 4b 7,502
Add|ines4aand 4b 4c 7,502
5 Tota|Revenue Addlines 3and 44:. (This should equa|Form 990,PartI,|ine 24,507,582
@5111 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial 24,551,010
statements . . . . 1
2 Amounts included on line 1 but not on Form 990, Part IX, line 25
a Donated services and use of facilities 2a
Prior year adjustments 2b
Other losses 2c
Other(Describein Part XIV) 2d 358,599
Add lines 2a through 2d 2e 358,599
3 Subtract line 2e from line 1 3 24,192,411
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
Investment expenses not included on Form 990, Part line 7b 4a
Other(Describein Part XIV) 4b 258,300
Add|ines4aand 4b 4c 258,300
5 Totalexpenses Add lines 3and 44:. (This should equal Form 990,PartI,|ine 1824,450,711

Part XIV Supplemental Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part lines 1a and 4, Part IV, lines lb and 2b,
Part V, line 4, Part X, Part XI, line 8, Part XII, lines 2d and 4b, and Part lines 2d and 4b Also complete this part to provide any
additional information

Identifier Return Reference

Explanation

PART XII, LINE 2D - OTHER

NETTING OF RENTAL INCOME FROM DISREGARDED

ADJUSTMENTS ENTITY WITH EXPENSES 58,582

PART XII, LINE 4B - OTHER INCOME FROM LOCALS INCLUDED IN GROUP RETURN
ADJUSTMENTS 7,502

PART LINE 2D - OTHER NETTING OF RENTAL INCOME FROM DISREGARDED
ADJUSTMENTS ENTITY WITH EXPENSES 58,582 EXPENSES REDUCED ON

CONSOLIDATION 300,017

PART LINE 4B - OTHER
ADJUSTMENTS

EXPENSES FROM LOCALS INCLUDED IN GROUP RETURN
258,300

Schedule (Form 990) 2010

Iefile print - DO NOT PROCESS |As Filed Data - DLN: 93493227038292
Schedu|eI OMB No 1545-0047
(Form 990) Grants and Other Assistance to Organizations,

Governments and Individuals in the United States  0

Complete if the organization answered "Yes to Form 990 Part IV line 21 or 22. -
Department of the Treasury Attach to F?rm 990 I I open to P_ubl'c
Internal Revenue Service 

Name of the Organization Employer identification number
SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION

 

93-0323147

General Information on Grants and Assistance

1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
theselectioncriteria usedtoawardthegrants orassistancel7YeS l_N0

2 Describe in Part IV the organization's procedures for monitoring the use ofgrant funds in the United States

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Part II can be

duplicated if additional space IS neededName and address of EIN IRC Code section Amount ofcash Amount of non- Method of Description of Purpose ofgrant
organization ifapplicable grant cash valuation non-cash assistance or assistance
or government assistance (book, FMV,appraisa|,
other)

WITH 93-1120523 8,050 TO PROMOTE
JUSTICE6025 BURNSIDE WORKERS RIGHTS
97215

93-0939941 5,003 TO PROMOTE FARM
CAMPESINOS UNIDOS WORKERS RIGHTS
DEL NOROESTE300

YOUNG ST

97071

CENTER FOR 93-1186075 7,500 TOIMPROVE
PUBLIC POLICYPO BOX7 ECONOMIC AND
97381 SOCIAL

OPPORTUNITIES
FORWO RKERS
2 Entertotal number ofsection 501(c)(3) and government organizations . . . . . . . . . . . . . . . . . . . . . . . . . 
3 Entertotal number of other organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . It

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat NO 50055P Schedule I (Form 990) 2010

Schedule I (Form 990) 2010

  Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.

Use Schedule I-1 (Form 990) if additional space is needed.

Page 2

(a)Type of grant or assistance

(b)N umber of
recipients

(c)A mount of
cash grant

(d)Amount of
non-cash assistance

(e)Method ofvaluation
(book,
FMV, appraisal, other)

(f)Description of non-cash assistance

Part IV Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.

Identifier

Ret urn Ref erenoe

Explanation

PROCEDURE FOR
MONITORING GRANTS
IN THE 5

PART I, LINE 2

SCHEDULE I, PART I, LINE 2 THE FINANCE COMMITTEE REVIEWS EACH NEW DECISION TO GIVE GRANTS THE
COMMITTEE REVIEWS THE PERFORMANCE OFTHE RECIPIENTS AND OCCASIONALLY REQUIRES IN-PERSON
PRESENTATIONS THE POLITICAL DIRECTOR, ON CERTAIN GRANTS, MONITORS THE RECIPIENTS ACTIVITIES

THROUGH A CLOSE WORKING RELATIONSHIP AND FREQUENT REPORTING BACK TO THE EXECUTIVE DIRECTOR
AS WELL AS THE FINANCE COMMITTEE

Schedule I (Form 990) 2010

Iefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I



schedune Compensation Information
'Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
It Complete if the organization answered "Yes" to Form 990,
Department of the Treasury part IV, question 23_

lntemal Revenue Service

Name of the organization
SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION

OMB No 1545-0047

It Attach to Form 990. It See separate instruct ions.

93-0323147

Questions Regarding Compensation

1a

9

Open to Public
Inspection

Employer identification number

Check the appropiate box(es) ifthe organization provided any ofthe following to or for a person listed in Form
990, Part VII, Section A, line la Complete Part to provide any relevant information regarding these items

First-class or charter travel Housing allowance or residence for personal use
Travel for companions Payments for business use of personal residence
Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e maid, chauffeur, chef)

Ifany of the boxes in line 1a are checked, did the organization followa written policy regarding payment or
reimbursement orprovision ofall the expenses described above? If"No," complete Part to explain

Did the organization require substantiation priorto reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line la?

Indicate which, ifany, ofthe following the organization uses to establish the compensation ofthe

organization's CEO/Executive Director Check all that apply

I7 Compensation committee I7 Written employment contract
Independent compensation consultant Compensation survey or study
Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization
or a related organization

Receive a severance payment orchange-of-control payment from the organization ora related organization?
Participate in, or receive payment from, a supplemental nonqualified retirement plan?

Participate in, or receive payment from, an equity-based compensation arrangement?
If"Yes" to any oflines 4a-c, list the persons and provide the applicable amounts for each item in Part 

Only and organizations only must complete lines 5-9.

For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of

The organization?

Any related organization?

If"Yes," to line 5a or 5b, describe in Part 

For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of

The organization?

Any related organization?

If"Yes," to line 6a or 6b, describe in Part 

For persons listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixed
payments not described in lines 5 and 6? If"Yes," describe in Part 

Were any amounts reported in Form 990, Part VII, paid oraccured pursuant to a contract that was
subject to the initial contract exception described in Regs section 53 If"Yes," describe
in Part 

If"Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations
section For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat No 50053T

Schedule (Form 990) 2010

Schedu|eJ (Form 990)2010 Page 2

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate Copies if additional space IS needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row and from related organizations, described in the
instructions on row (ii) Do not list any individuals that are not listed on Form 990, Part VII

Note.The sum ofcolumns must equal the applicable column (D) orcolumn (E) amounts on Form 990, Part VII, line 1a

(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and (D) Nontaxable (E) Total ofcolumns (F) Compensation
Ba (ii) Bonus (in) other other deferred benefits reported in prior
Se incentive reportable compensation Form 990 or

Com pensanon com pensation com pensation Fo rm 9 9 0 - 

Schedule (Form 990) 2010

Schedule (Form 990) 2010

Page 3

  Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1aAlso complete this part for any additional information

Identifier

Ret urn Reference

Explanation

Schedule (Form 990) 2010

Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93493227o38292|

0 MB No 1545-0047
SCHEDU LE 0 .
(Form 990 0, 990452) Supplemental Information to Form 990 or 990-EZ 2 01 0
Opento Public
Re"e""e Se""?e i-r Attach to Form 990 or 990-EZ.

 

Name of the organization

Employer identification number
SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION

93-0323147

Identifier Return Reference Explanation

FORM 990, PART VI, SECTION A, LINE 6 THE UNION HAS INDIVIDUALS AS MEMBERS

Identifier

Return Reference

Explanation

FORM 990, PART VI, SECTION A, LINE TA

INDIVIDUAL MEMBERS ELECT THE GOVERNING BODY

Identifier Return Explanation
Reference

FORM 990, PART VI, SECTION A, INDIVIDUAL MEMBERS VOTE ON AND APPROVE ANY CHANGES IN THE
LINE 7B GOVERNING DOCUMENTS

Identifier Return Explanation
Reference

FORM 990, PART VI, SECTION B, LINE PRIOR TO FILING, THE IRS FORM 990 WILL BE REVIEWED BY THE FINANCE
1 1 COMMITTEE

Identifier

Return Reference

Explanation

FORM 990, PART VI,
SECTION B, LINE
12C

EACH YEAR ALL BOARD MEMBERS AND EES ARE REQUIRED TO COMPLETE A DISCLOSURE
STATEMENT ALSO, ACTIVITIES THAT COULD CAUSE A CONFLICT OF INTEREST ARE MONITORED BY THE
LIAISON AT THE LOCAL LEVEL AND BY THE THE ETHICS OMBUDSPERSON AT THE NATIONAL
LEVEL

Identifier Return Explanation

Reference
FORM 990, THE BOARD OF DIRECTORS DEIERMINES THE COMPENSATION OF THE 
PART VI, DIRECTOR BY REVIEWING THE COMPENSATION AROUND THE SA ME TIME AS WHEN STAFF UNION
SECTION B, LINE CONTRACTS ARE RATIFIED THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR SEITING THE COMPENSATION
16 FOR ALL EES OF THE UNION THE EXECUTIVE DIRECTOR HAS THE ABILITY TO DELEGATE THIS

RESPONSIBILITY TO A BARGAINING COMMITTEE WHICH INCLUDES TWO BOARD MEMBERS AND THREE
MANAGEMENT STAFF

Identifier

Return Reference

Explanation

FORM 990, PART VI, SECTION C, LINE 18

BY SCHEDULING AN APPOINTMENT WITH THE FINANCE DIRECTOR

Identifier

Return Reference

Explanation

FORM 990, PART VI, SECTION C, LINE 19

NO DOCUMENTS AVAILABLE TO THE PUBLIC

Identifier Return Reference Explanation

CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 NET UNREALIZED LOSSES ON INVESTMENTS -172,334

Identifier

Return Reference

Explanation

FORM 990, PART XI, LINE 12C

NO CHANGE FROM PRIOR YEAR

Iefile GRAPHIC print - Do NOT PROCESS As Fiied Data - DLN: 93493227038292

SCHEDULE Related Organizations and Unrelated Partnerships 154M047
(Form  It Complete if the organization answered "Yes" to Form 990, Part IV, line 33Attach to Form 990. It See separate instructions.

Department of the Treasury
lntemal Revenue Service

Open to Public
Inspection

Name of the organization Employer identification number
SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION

93-0323147
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)

(C) 
Name, address, and EIN of disregarded entity Primary activity Legal domicile (state Total income End--of--year assets Direct controlling
or foreign country) entity

(1) HOMECARE UNION BENEFITS BOARD LLC ADMINISTRATION OF THE

PO BOX 12159 INSURANCE PROGRAM FOR SEIU LOCAL 503 -- OPEU
SALEM, OR 97309 OREGON HOMECARE OR 746'134 784'062

20--0573997 WORKERS

Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one
or more related tax-exempt organizations during the tax year.)

(9)
(0 Section 512(b)(13)
Name, address, and EIN of related organization Primary activity Legal domicile (state Exempt Code section Public charity status Direct controlling Controned
or foreign country) (if section entity Orgamzanon
Yes No
(1) OREGON STATE COUNCIL
6401 SE FOSTER RD POLITICAL LOBBYING OR 527 Yes

PORTLAN D, OR 97206
93-0887838

(2) OREGON POLITICAL ACTION 

1730 COMMERCIAL ST SE BALLOT MEASURES PAC OR SEIU LOCAL 503 - OPEU Yes

SALEM, OR 97302
93-0323147

(3) CITIZEN ACTION FOR POLITICAL 

1730 COMMERCIAL ST SE POLITICAL EDUCATION OR 527 SEIU LOCAL 503 - OPEU Yes

SALEM, OR 97309
23-7230166

For Privacy Act and Paperwork Reduction Act Notice, see the Instruct ions for Form 990Schedule (Form 990) 2010

Schedule (Form 990) 2010

Page 2

EE Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34
because it had one or more related organizations treated as a partnership during the tax year.)


Name, address, and EIN of
related organization



Primary activity

(C)
Legal
domicile
(state or
foreign
country)


Direct controlling
entity

(6)
Predominant income
(related, unrelated,
excluded from tax
under sections 512-

514)



Share of total income

(9)

Share of end --of--year
assets



Disproprtionate

allocations?

Yes

amount in box 20 of


Code V--UBI

Schedule K-- 1
(Form 1065)


Generalor
managing (lot
A 
Yes No

Part IV Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV,

line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)

(3)

Name, address, and EIN of related organization


Primary activity

(C)
Legal domicile
(state or
foreign
country)


Direct controlling
entity

(8)

Type of entity
(C corp, corp,

or trust)

(I)

Share of total income

(9) 
Share of Percentage
end--Of--year ownership
assets

Schedule (Form 990) 2010

Page3

Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)

Note. Complete line 1 ifany entity is listed in Parts II, orIV Yes N0
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts 
a Receipt of interest (ii) annuities royalties (iv) rent from a controlled entity 13 N0
Gift, grant, or capital contribution to other organization(s) 1-5 Yes
Gift, grant, or capital contribution from other organization(s) 1C N0
Loans or loan guarantees to or for other organization(s) 1d N0
Loans or loan guarantees by other organization(s) 1e N0
Sale ofassets to other organization(s) 11' N0
Purchase ofassets from other organization(s) 19 N0
Exchange ofassets 1h N0
i Lease of facilities, equipment, or other assets to other organization(s) 1i N0
Lease offacilities, equipment, or other assets from other organization(s) 1_'i NO
Performance ofservices or membership orfundraising solicitations for other organization(s) N0
I Performance ofservices or membership orfundraising solicitations by otherorganization(s) 1' N0
Sharing of facilities, equipment, mailing lists, or other assets Yes
Sharing of paid employees 1" Yes
0 Reimbursement paid to other organization for expenses 10 NO
Reimbursement paid by other organization for expenses 1P N0
Other transfer ofcash or property to other organization(s) 1Cl Yes
Othertransfer ofcash or property from other organization(s) 1' N0

2 Ifthe answerto any ofthe above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds


Transaction (C) Method of determining amount
Name of other Organization Amount involved
type(a--r) involved
(1) OREGON STATE COUNCIL 187,839
(2)
(3)
(4)
(5)
(6)

Schedule (Form 990) 2010

Page4

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross
revenue) that was not a related organization See instructions regarding exclusion for certain investment partnerships

(C) (9) 
Name, address, and EIN of entity Primary activity Legal domicile Are all Share of Disproprtionate Code V--UBI General or
(state or foreign partners end--of--year allocations? amount in box managing
country) section assets 20 of Schedule K-1 partner?
(Fonn 1065)
organizationsSchedule (Form 990) 2010

Schedule (Form 990) 2010

Page 5

  Supplemental Information

Complete this part to provide additional information for responses to questions on Schedule (see instructions)

Identifier

Ret urn Reference

Explanation

Schedule (Form 990) 2010

Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - 

TY 2010 Affiliate Listing

Name: SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION

EIN: 93- 0323147



Name Address EIN Name Control

SERVICE EMPLOYEES INTERNATIONAL 001 LOCAL PO BOX 12159 93--1058552 SERV

RETIREES SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 81 LOCAL EOU PO BOX 12159 93--0813995 SERV

CLASSIFIED SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 82 LOCAL WOU PO BOX 12159 93-0813997 SERV

CLASSIFIED SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 83 LOCAL OSU PO BOX 12159 93-0810660 SERV

CLASSIFIED SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 84 LOCAL SOU PO BOX 12159 93--0814225 SERV

CLASSIFIED SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 85 LOCAL UO PO BOX 12159 93--0814226 SERV

CLASSIFIED SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 89 LOCAL PSU PO BOX 12159 93--0814227 SERV

CLASSIFIED SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 90 LOCAL OIT PO BOX 12159 93--0814228 SERV

CLASSIFIED SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 96 LOCAL CHILD PO BOX 12159 90-0333761 SERV

CARE WORKERS SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 97 LOCAL MEADOW PO BOX 12159 51-0208091 SERV

PARK CARE CENTER SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 98 ADDUS PO BOX 12159 23--7124436 SERV
SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 108 LOCAL OHCS PO BOX 12159 90--0103701 SERV
SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 109 LOCAL ODFW PO BOX 12159 90--0103707 SERV
SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 125 LOCAL ADMIN PO BOX 12159 93--0814229 SERV

SERVICES SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 137 LOCAL JUSTICE PO BOX 12159 93-0814230 SERV

SALEM, OR 97309

Name Address EIN Name Control

SERVICE EMPLOYEES INTERNATIONAL 140 NUTRITION PO BOX 12159 90--0429731 SERV

SRVCE EMPLOYEES SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 150 LOCAL PO BOX 12159 93--0810696 SERV

REVENUE SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 170 LOCAL PO BOX 12159 93-0810690 SERV

TREASURY SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 198 LOCAL CITY OF PO BOX 12159 93-0810522 SERV

BEAVERTON SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 199 LOCAL CITY OF PO BOX 12159 93--0810693 SERV

TIGARD SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 274 LOCAL VETS PO BOX 12159 93--0814232 SERV

AFFAIRS SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 294 LOCAL MARION PO BOX 12159 93--0810700 SERV

COUNTY SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 333 LOCAL HEALTH PO BOX 12159 93--0829199 SERV

DIVISION SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 390 LOCAL LINN PO BOX 12159 93-1101521 SERV

COUNTY EMPLOYEES SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 391 LOCAL ASSN PO BOX 12159 93-0814268 SERV

LOCAL EOH TC SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 392 LOCAL PO BOX 12159 93--0810702 SERV
SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 393 PENDLETON PO BOX 12159 90--0595717 SERV

COTTAGE SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 415 LOCAL OREGON PO BOX 12159 93--1247814 SERV

YOUTH AUTHORITY SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 440 LOCAL DEPT OF PO BOX 12159 93--0814241 SERV

INS FINANCE SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 459 LOCAL PERS PO BOX 12159 93-0810708 SERV

SALEM, OR 97309

Name Address EIN Name Control

SERVICE EMPLOYEES INTERNATIONAL 471 LOCAL PO BOX 12159 93--0814246 SERV

EMPLOYMENT SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 496 LOCAL PO BOX 12159 93--0814247 SERV

JOSEPHINE CO ROADS DEPT SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 497 LOCAL JACKSON PO BOX 12159 93-0814249 SERV

COUNTY EMPLOYEES SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 501 LOCAL PO BOX 12159 93-1247812 SERV

CASCADE AIDS PROJECT SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 543 LOCAL STATE PO BOX 12159 93--0810710 SERV

LIBRARY SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 570 LOCAL OPB PO BOX 12159 93--0814252 SERV
SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 575 LOCAL OREGON PO BOX 12159 93--1058554 SERV

STUDENT ASSIST COM SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 581 LOCAL PO BOX 12159 93--0814254 SERV

EDUCATION SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 585 LOCAL BLIND PO BOX 12159 93-0810711 SERV

COMMISSION SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 592 LOCAL COID PO BOX 12159 93-0810716 SERV
SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 593 LOCAL ONTARIO PO BOX 12159 93--0810526 SERV

POLICE OFFICERS SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 596 LOCAL BAKER PO BOX 12159 93--0810520 SERV

COUNTY SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 603 LOCAL PO BOX 12159 93--0810717 SERV

AGRICULTURE SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 622 LOCAL STATE PO BOX 12159 93--0814257 SERV

FAIR SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 629 LOCAL PO BOX 12159 93-0810524 SERV

FO RESTRY

SALEM, OR 97309

Name Address EIN Name Control

SERVICE EMPLOYEES INTERNATIONAL 690 LOCAL WATER PO BOX 12159 93--0814262 SERV

RESOURCES SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 697 LOCAL COOS PO BOX 12159 93--0814263 SERV

BAY BEND WATER CO SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 730 LOCAL ODOT PO BOX 12159 93-0814266 SERV
SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 733 LOCAL PARKS PO BOX 12159 93-1116637 SERV

RECREATION SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 735 LOCAL DMV PO BOX 12159 93--0810719 SERV
SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 777 LOCAL BASIN PO BOX 12159 93--1101523 SERV

TRANSIT SERVICE SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 839 LOCAL BUREAU PO BOX 12159 93--0810721 SERV

OF LABOR SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 858 ADULT FOSTER PO BOX 12159 90--0429732 SERV

CARE SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 902 LOCAL OSLP PO BOX 12159 93-1247815 SERV
SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 903 ROSEMONT PO BOX 12159 90-0429734 SERV

TREATMENT CENTER SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 904 LOCAL THE PO BOX 12159 93--1270770 SERV

CHILD CENTER SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 905 LOCAL NW PO BOX 12159 90-0037693 SERV

REGIONAL EDUCATIONAL SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 908 LOCAL LCOG PO BOX 12159 90-0103706 SERV
SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 910 LOCAL CITY OF PO BOX 12159 93--1058556 SERV

THE DALLES SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 921 LOCAL CITY OF PO BOX 12159 93-1058558 SERV

CANNON BEACH

SALEM, OR 97309

Name Address EIN Name Control

SERVICE EMPLOYEES INTERNATIONAL 923 LOCAL PO BOX 12159 93--1247818 SERV

WALLOWA COUNTY ROADS SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 924 LOCAL PO BOX 12159 93--1247819 SERV

WALLOWA COUNTY COURTS SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 926 LOCAL CITY OF PO BOX 12159 94-3163987 SERV

WILSONVILLE SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 937 LOCAL OR PO BOX 12159 93-1058562 SERV

CASCADE WEST COG SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 938 LOCAL CITY OF PO BOX 12159 93--1058564 SERV

PENDLETON SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 955 LOCAL PO BOX 12159 93--1058570 SERV

UMATILLA CITY POLICE SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 963 LOCAL CODA PO BOX 12159 93--1116636 SERV
SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 971 LOCAL PO BOX 12159 90--0243247 SERV

PRESTIGE CARE SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 972 LOCAL PO BOX 12159 90-0243250 SERV

EVERGREEN OREGON HEALTH SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 973 LOCAL PO BOX 12159 90-0239062 SERV

AVAMERE SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 974 LOCAL PO BOX 12159 90--0285770 SERV

PINNACLE CARE SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 976 EAGLE HEALTH PO BOX 12159 90--0429733 SERV

CARE INC SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 978 FARMINGTON PO BOX 12159 90--0595724 SERV

NURSING HOME SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 985 LOCAL CURRY PO BOX 12159 93--1146570 SERV

COUNTY SALEM, OR 97309

SERVICE EMPLOYEES INTERNATIONAL 987 LOCAL PARRY PO BOX 12159 93-1247821 SERV

CENTER

SALEM, OR 97309

Name Address EIN Name Control

SERVICE EMPLOYEES INTERNATIONAL 995 LOCAL CITY OF PO BOX 12159 93-1146569 SERV
SPRINGFIELD SALEM, OR 97309
SERVICE EMPLOYEES INTERNATIONAL 999 LOCAL ALVORD PO BOX 12159 93-1296313 SERV

TAYLOR SALEM, OR 97309

Additional Data

Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest

Software ID:

Software Version:
EIN: 93-0323147
SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION

Name:

Compensated Employees, and Independent Contractors

(A) (B) (C) (D) (E) (F)
Name and Title Average Position (check all Reportable Reportable Estimated
hours that apply) compensation compensation amount of other
per .13, I from the from related compensation
week 3 3.1: organization (W- organizations from the
5' I ES (W- 2/1099- organization and
I1 - 
.-. In er _n MISC) related
:1 3 -I: .13, E,
on organizations
JOE DINICOLA

IMMEDIATE PAST PRESIDENT 100 0 0
JAMES JACOBSON

VICE PRESIDENT 1 00 201 
LINDA BURGIN

PRESIDENT 40 00 91,795 4,455
BARBARA CASEY

SECRETARY-TREASURER 1 00 L560 
HEATHER CONROY

EXECUTIVE DIRECTOR 45 O0 84'584 33'650
LESLIE FRANE

EXECUTIVE DIRECTOR 45 00 80302 22393
SONYA REICHWEIN

VICE PRESIDENT 1 O0 L359 0
MARC NISENFELD

DIRECTOR 1 00 0 
DANIEL SMITH

DIRECTOR 1 O0 0 0
STEVEN DEMAREST

DIRECTOR 1 00 0 
KATIE KROENLEIN-HUBLER 1 00 0 0
DIRECTOR

EDWIN DEBECK

DIRECTOR 1 00 0 
LAWRENCE ARNBRISTER 1 00 0 0
DIRECTOR

PORTIA MOYE

DIRECTOR 1 00 0 
JENNIFER GARNER

DIRECTOR 1 O0 L390 0
SAIGE GRACIE

DIRECTOR 1 00 0 
ANITA PECO FF

DIRECTOR 1 O0 122 0
PATRICK FEATHERSTONE

DIRECTOR 1 00 4,304 0
ROBERT SEXTON

DIRECTOR 1 O0 0 0
WILLIAN KINYOUN

DIRECTOR 1 00 0 
PATRICIA AVILA

DIRECTOR 1 O0 0 0
THEODORA KO-THOMPSON

DIRECTOR 1 00 0 
MAXIMILLIAN BROWN

DIRECTOR 1 O0 0 0
CARLIE JACKSON

DIRECTOR 1 00 0 
RENA CHAPEL

DIRECTOR 1 O0 0 0

Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest

Compensated Employees, and Independent Contractors

(A) (B) (C) (D) (E) (F)
Name and Title Average Position (check all Reportable Reportable Estimated
hours that apply) compensation compensation amount of other
per I from the from related compensation
week 3 3.3: organization (W- organizations from the

5' 5-, (W- 2/1099- organization and



5 _n MISC) related

5. -- 3 1-, 

3 .3 organizations

TIMISHA WILSON
DIRECTOR 1 00 0 0
HOLLY FIRES
DIRECTOR 1 O0 0 0
JUDY BYERS
DIRECTOR 1 00 0 0
GARY LANE
DIRECTOR 1 O0 0 0
BARTON LEWIS
RETIREE LOCAL PRESIDENT 100 0 0
MARTIN CHILDS
FINANCE DIRECTOR 45 00 70'296 42'721
RICH PEPPERS
ASSIT EXECUTIVE DIRECTOR 45 00 88'701 34'953

Text from 2010/09 EO 990 (filed 2011/08), extracted with optical character recognition (see PDF)

Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data -  

 

Form990 
E 

Department of the Treasury 
Internal Revenue Service 

B Check if applicable 
Address change 

Name change 
Initial return 

Tenninated 

Amended return 

Application pending 

benefit trust or private foundation) 

and ending 09-30-2010 

C Name of organization 

Return of Organization Exempt From Income Tax 

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung 

OMB No 1545-0047 

2009 

Open to Public 
organization may have to use a copy ofthis return to satisfy state reporting requirements Inspection 

A For the 2009 calendar year, or tax year beginning 10-01-2009 

D Employer identication number 

Heather Conroy 
P 0 BOX 12159 
97309 

1 Taxexempt status 

I7 501(c) 5) I (insert no) 4947(a)(1) or I 527 

J Website:h'- org 

H(b) 

H(c) 

affiliates? 

Are all afliates  

M3353 SEIU Local 503 Oregon Public Employees Union 
USEIRS 93-0323147 
'at_e' r Doing Business As E Telephone number 
print or 
(503)581-1505 
specmc Number and street (or P 0 box if mail is not delivered to street address) Room/suite 
P 0 BOX 12159 G Gross receipts 27,154,066 
tions. 

City ortown, state or country, and ZIP 4 

SALEM, OR 97309 

F Name and address ofprincipal officer IS a group return for 

I7Yes  
|_Yes |7No 

If"No," attach a list (see instructions) 
Group exemption number F 0932 

K Form of organization '7 Corporation Association Other  

L Year of formation 1943 

M State of legal domicile OR 

m Summary 
1 Briefly describe the organization's mission or most significant activities 
TO IMPROVE THE QUALITY OF LIFE THROUGH WORKER EMPOWERMENT AND A PROGRESSIVE LABOR MOVEMENT 
E 
E 
 
E 2 Check this box ifthe organization discontinued its operations or disposed of more than 25% ofits net assets 
2: 3 Number ofvoting members ofthe governing body (Part VI, line la) 3 25 
4 Number ofindependent voting members ofthe governing body (Part VI, line 1b) 4 24 
-E 5 Total number ofemployees (PartV,|ine 2a) 5 151 
E 6 Total number ofvolunteers (estimate if necessary) 6 0 
7a Total gross unrelated business revenue from Part column (C), line 12 7a 110,062 
b Net unrelated business taxable income from Form 990-T, line 34 7b 0 
Prior Year Current Year 
Contributions and grants (Part line 1h) 22,240,331 22,247,620 
g Program service revenue 2g) 727,569 768,915 
E 10 Investmentincome (A), lines 3,4,and 7d) 295,568 9,269 
I: 11 Other revenue 5,6d,8c,9c,10c,and 11e) 492,713 431,002 
12 Total revenueadd lines 8 through 11 (must equal Part column (A), line 
12) 23,756,181 23,456,806 
13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 56,052 67,521 
14 Benefits paid to or for members (PartIX,co|umn (A), line 4) 101,978 104,160 
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5- 
E 10) 10,662,906 11,040,294 
E 16a Professional fundraising fees (Part IX, column (A), line 11e) 0 
E b Total fundraising expenses (Part column (D), line 25) II-0 
17 Other expenses (PartIX,co|umn 11a11d,11f24f) 11,946,271 12,492,365 
18 Totalexpenses Add lines 13-17 (must equa|PartIX,co|umn (A), line 25) 22,767,207 23,704,340 
19 Revenue less expenses Subtract line 18 from line 12 988,974 -247,534 
3 E Beginninfezf; Current End of Year 
g 20 Totalassets (Part X,|ine 16) 16,449,603 17,541,657 
Hg 21 Total liabilities (Part X, line 26) 2,357,151 3,068,266 
33 22 Net assets orfund balances Subtract line 21 from line 20 14,092,452 14,473,391 

Signature Block 

Under penalties of perjury, Ideclare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge 
and belief, it IS true, correct, and complete Declaration of preparer (other than officer) IS based on all information of which preparer has any knowledge 

Sign 2011-08-03 
He re Sig nature of officer Date 

Heather Conroy executive director 

Type or print name and title 

prepare,-5 Id Date Check if |(3repare:r5 idtentif)ying number 
t Dona King CPA se - see ins FUC ions 

Paid Slgna we empolyed II  
Preparer'S Firms name (or yours AKT LLP 
use only if se|femp|oyed), EIN  

address, and ZIP 4 680 Hawthorne Ave SE 140 

Salem, OR 97301 

Phone no HI (503) 585-7774 

May the IRS discuss this return with the preparer shown above? (see instructions) 

I7Yes 

 

For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. 

Cat No 11282Y 

Form 990 (2009) 


CITIZENAUDIT.ORG PAGE #003
Form 990 (2009) 

Page 2 

  Statement of Program Service Accomplishments 

1 

Briefly describe the organization's mission 

TO IMPROVE THE QUALITY OF LIFE THROUGH WORKER EMPOWERMENT AND A PROGRESSIVE LABOR MOVEMENT 

2 Did the organization undertake any significant program services during the year which were not listed on 
the priorForm990 or 990-EZ7 I_Yes  
IfYes," describe these new services on Schedule 0 
3 Did the organization cease conducting, or make significant changes in how it conducts, any program 
services? I_Yes  
IfYes, describe these changes on Schedule 0 
4 Describe the exempt purpose achievements for each ofthe organization's three largest program services by expenses 
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount ofgrants and 
allocations to others, the total expenses, and revenue, ifany, for each program service reported 
4a (Code (Expenses including grants of (Revenue  
THE ORGANIZATION IS A LABOR UNION, REPRESENTING THE INTERESTS OF 45,179 SERVICE EMPLOYEES IN THE STATE OF OREGON 
4b (Code (Expenses including grants of (Revenue  
4c (Code (Expenses including grants of (Revenue  
4d Other program services (Describe in Schedule 0) 
(Expenses including grants of$ (Revenue  
4e Total program service expenses!-$ 

Form 990 (2009) 


CITIZENAUDIT.ORG PAGE #004
Fonn990(2009) 
Checklist of Required Schedules 

Page 3 

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If Yes, 
complete Schedule A 

Is the organization required to complete Schedule B, Schedule ofContributors'- 

Did the organization engage in direct or indirect political campaign activities on behalfofor in opposition to 
candidates for public office? If "Yes,complete Schedule C, Part I 

Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If "Yes/complete Schedule C, 
Part II 

Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations. Is the organization subject to the section 6033(e) 
notice and reporting requirement and proxy tax? If Yes/complete Schedule C, Part  

Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the 
right to provide advice on the distribution or investment ofamounts in such funds or accounts? If Yes/complete 
Schedule D, PartI 

Did the organization receive or hold a conservation easement, including easements to preserve open space, 

the environment, historic land areas or historic structures? If Yes/complete Schedule D, Part II 

Did the organization maintain collections of works ofart, historical treasures, or other similar assets? If "Yes, 
complete Schedule D, Part E 

Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X, or 
provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," 

complete Schedule D, Part I 

Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi- 
endowments? If Schedule D, Part 

Is the organization's answer to any ofthe following questions "Yes"? If so,complete Schedule D, 
Parts VI, VII, IX, orXas applicable. E 

I Did the organization report an amount for land, buildings, and equipment in Part X, l|l'le107' If Yes/complete 
Schedule D, Part VI. 

I Did the organization report an amount for investmentsother securities in Part X, line 12 that is 5% or more of 
its total assets reported in Part X, line 167 If Yes,complete Schedule D, Part VII. 

I Did the organization report an amount for related in Part X, line 13 that IS 5% or more of 
its total assets reported in Part X, line 167 If Yes,"complete Schedule D, Part  

I Did the organization report an amount for other assets in Part X, line 15 that is 5% or more ofits total assets 
reported in Part X, line 16? If Yes, complete Schedule D, Part IX. 

I Did the organization report an amount for other liabilities in Part X, line 257 If Yes/complete Schedule D, Part X. 

I Did the organization's separate or consolidated financial statements forthe tax year include a footnote that 
addresses the organization's liability for uncertain tax positions under FIN 487 If "Yes/complete Schedule D, Part 
X. 

Did the organization obtain separate, independent audited financial statements for the tax year? If Yes/complete 
Schedule D, Parts XI, XII, and  

Was the organization included in consolidated, independent audited financial statements forthe tax year? 

1 12A 

Yes No 

If Yes, completing Schedule D, Parts XI, XII, and lS optional 
Is the organization a school described in section If "Yes,complete ScheduleE 

Did the organization maintain an office, employees, or agents outside ofthe United States- 

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program 
service activities outside the United States? If Yes,  complete Schedule F, Part I 

Did the organization report on Part IX, column (A), line 3, more than $5,000 ofgrants or assistance to any 
organization or entity located outside the U S 7 If Yes,complel:e Schedule F, Part II 

Did the organization report on Part IX, column (A), line 3, more than $5,000 ofaggregate grants or assistance to 
individuals located outside the U S 7 If "Yes/complete ScheduleF, Part  

Did the organization report a total of more than $15,000, ofexpenses for professional fundraising services on 
Part IX, column (A), lines 6 and 11e7 If Yes/complete Schedule G, Part I 

Did the organization report more than $15,000 total offundraising event gross income and contributions on Part 
lines 1c and 8a? If Yes,"complete Schedule G, Part II 

Did the organization report more than $15,000 ofgross income from gaming activities on Part line 9a? If 
"Yes,  complete Schedule G, Part  

Did the organization operate one or more hospitals? If Yes/complete Schedule FoNn990(2009) 


CITIZENAUDIT.ORG PAGE #005
Form 990 (2009Part I I 

IV 

Part I 

and V, line 1 

Page 4 
M Checklist of Required Schedules (continued) 

Did the organization report more than $5,000 ofgrants and other assistance to governments and organizations in 21 Yes 
the United States on Part IX, column (A), line 1? If "Yes/complete Schedule I, Parts I and II 
Did the organization report more than $5,000 ofgrants and other assistance to individuals in the United States 22 N 
on Part IX, column (A), line If "Yes,complete Schedule I, Parts I and 0 
Did the organization answer Yes to Part VII, Section A, questions 3, 4, or 5, about compensation ofthe Y 
organization's current and former officers, directors, trustees, key employees, and highest compensated 23 es 
employees? If Yes, complete Schedule] 
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 
as ofthe last day ofthe year, that was issued after December 31, 2002? If Yes,answer questions 24b24d and N 
complete Schedule K. If "NoDid the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b 
Did the organization maintain an escrow account other than a refunding escrow at any time during the year 
to defease any tax-exempt bonds? 24C 
Did the organization act as an on beha|fof issuer for bonds outstanding at any time during the year? 24d 
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with 
a disqualified person during the year? If Yes/complete Schedule L, Part I 253 
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior 
year, and that the transaction has not been reported on any ofthe organization's prior Forms 990 or 990-EZ7 If 25'! 
"Yes, complete Schedule L, Part I 
Was a loan to or by a current orformer officer, director, trustee, key employee, highly compensated employee, or 
disqualified person outstanding as ofthe end ofthe organization's tax year? If Yes/complete Schedule L, 25 N0 
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial 
contributor, or a grant selection committee member, or to a person related to such an individual? If "Yes, 27 N0 
complete Schedule L, Part  
Was the organization a party to a business transaction with one ofthe following parties? (see Schedule L, Part IV 
instructions for applicable filing thresholds, conditions, and exceptions) 
A current or former officer, director, trustee, or key employee? If Yes/complete Schedule L, Part 

28a No 
A family member ofa current or former officer, director, trustee, or key employee? If Yes, N 
complete Schedule L, Part IV 23b 0 
An entity ofwhich a current orformer officer, director, trustee, or key employee ofthe organization (or a family N 
member) was an officer, director, trustee, or owner? If Yes,"complete Schedule L, Part IV 28C 0 
Did the organization receive more than $25,000 in non-cash contributions? If Yes/complete ScheduleM 29 N0 
Did the organization receive contributions ofart, historical treasures, or other similar assets, or qualified 
conservation contributions? If "Yes,"complete Schedule M 30 No 
Did the organization liquidate, terminate, or dissolve and cease operations? If Yes/complete Schedule N, N 

31  
Did the organization sell, exchange, dispose of, ortransfer more than 25% ofits net assets? If Yes/complete N 
Schedule N, Part II 32 0 
Did the organization own 100% ofan entity disregarded as separate from the organization under Regulations Y 
sections 301 7701-2 and 301 7701-37 If Yes/complete Schedule R, PartI 33 es 
Was the organization related to any tax-exempt or taxable entity? If Yes,"complete Schedule R, Parts II, IV, Y 

34 es 
Is any related organization a controlled entity within the meaning ofsection If Yes/complete N 
Schedule R, Part V, line 2 35 0 
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related 
organization? If Yes, complete Schedule R, Part V, lme 2 35 
Did the organization conduct more than 5% ofits activities through an entity that is not a related organization N 
and that is treated as a partnership for federal income tax purposes? If Yes/complete Schedule R, Part VI E 37 0 
Did the organization complete Schedule O and provide explanations in Schedule 0 for Part VI, lines 11 and 197 
Note.A|| Form 990 filers are required to complete Schedule O 38 Yes 

Form 990 (2009) 


CITIZENAUDIT.ORG PAGE #006
FoNn990(2009) 
W Statements Regarding Other IRS Filings and Tax Compliance 

12a 

Page 5 

Yes No 

Enter the number reported in Box 3 of Form 1096, Annual Summary and Transmittal 

of U.S. Information Returns. Enter -0- if not applicable 

1a 28 
Enterthe number of Forms W-2G included in line la Enter-0- if not applicable b 
1 0 

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable 

gaming (gambling) winnings to prize winners? 1C 

Enter the number ofemployees reported on Form W-3, Transmittal of Wage and Tax 

Statements filed for the calendar year ending with or within the year covered by this 

return 2a 161 

Ifat least one IS reported on line 2a, did the organization file all required federal employment tax returns? 

Note: Ifthe sum oflines 1a and 2a IS greater than 250, you may be required to e-file this return (see 2'3 Yes 
instructions) 

Did the organization have unrelated business gross income of$1,000 or more during the year covered by this 

return? 3a Yes 
IfYes," has it filed a Form 990-T for this year? If No,provide an explanation in Schedule 0 3b Yes 
At any time during the calendar year, did the organization have an interest in, or a signature or other authority 

over, a financial account in a foreign country (such as a bank account, securities account, or otherfinancial 

account)? 43 N0 
If"Yes," enterthe name ofthe foreign country I-- 

See the instructions for exceptions and filing requirements for Form TD F 90-22 1, Report of Foreign Bank and 

Financial Accounts 

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a No 
Did any taxable party notify the organization that it was or IS a party to a prohibited tax shelter transaction? 5b No 
IfYes to line 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding 

Prohibited Tax She|terTransaction7 5C 

Does the organization have annual gross receipts that are normally greaterthan $100,000, and did the 6a No 
organization solicit any contributions that were not tax deductible? 

IfYes," did the organization include with every solicitation an express statement that such contributions or gifts 

were not tax deductible? 6b 
Organizations that may receive deductible contributions under section 170(c). 

Did the organization receive a payment in excess of$75 made partly as a contribution and partly for goods and 7a 
services provided to the payor7 

IfYes, did the organization notify the donor ofthe value ofthe goods or services provided? 7b 

Did the organization sell, exchange, or otherwise dispose oftangible personal property for which it was required to 

file Form 8282? . . . 7C 
IfYes, indicate the number of Forms 8282 filed during the year 7d  

Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal 

benefit contract? 7e 

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f 

For all contributions ofqualified intellectual property, did the organization file Form 8899 as required- 7g 

For contributions ofcars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as 

required? 7h 
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did 

the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess 

business holdings at any time during the year? 8 
Sponsoring organizations maintaining donor advised funds. 

Did the organization make any taxable distributions under section 49667 9a 

Did the organization make a distribution to a donor, donor advisor, or related person? 9b 
Section 501(c)(7) organizations. E nter 

Initiation fees and capital contributions included on Part line 12 10a 

Gross receipts, included on Form 990, Part line 12, for public use ofclub 10b 

facilities 

Section 501(c)(12) organizations. E nter 

Gross income from members or shareholders 11a 

Gross income from other sources (Do not net amounts due or paid to other sources 

againstamounts due or received from them) 11b 

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 10417 12a 

IfYes, enter the amount oftax-exempt interest received or accrued during the 

yea, 12b 

FoNn990(2009) 


CITIZENAUDIT.ORG PAGE #007
Form 990 (2009) 

Page 5 

Governance, Management, and Disclosure For each Yes response to lines 2 through 7b 
below, and for a No response to lines 8a, 8b, or 10b below, describe the circumstances, 
processes, or changes in Schedule 0. See instructions. 

Section A. Governing Body and Management 

Yes No 
1a Enter the number ofvoting members ofthe governing body . . 1a 25 
b Enter the number ofvoting members that are independent . . 1b 24 
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any 
other officer, director, trustee,or key employee? 2 N0 
3 Did the organization delegate control over management duties customarily performed by or underthe direct 
supervision ofofficers,directors ortrustees,or key employees toa managementcompany or other person? 3 N0 
4 Did the organization make any significant changes to its organizational documents since the prior Form 990 was 
filed? YES 
Did the organization become aware during the year ofa material diversion ofthe organization's assets? No 
Does the organization have members or stockholders- No 
7a Does the organization have members, stockholders, or other persons who may elect one or more members ofthe 
governing body? 73 N0 
b Are any decisions ofthe governing body subject to approval by members, stockholders, or other persons? 7b No 
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the 
year by the following 
The governing body- 8a Yes 
Each committee with authority to act on behalf ofthe governing body? 8b Yes 
9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the 
organization's mailing address? IfYes," provide the names and addresses in Schedule 0 . . 9 N0 
Section B. Policies (This Section B requests information about policies not required by the Internal 
Revenue Code.) 
Yes No 
10a Does the organization have local chapters, branches, or affiliates? 10a Yes 
b IfYes, does the organization have written policies and procedures governing the activities ofsuch chapters, 
affiliates, and branches to ensure their operations are consistent with those ofthe organization? 10b Yes 
11 Has the organization provided a copy ofthis Form 990 to all members ofits governing body before filing the form? 
11 Yes 
11A Describe in Schedule 0 the process, ifany, used by the organization to review the Form 990 
12a Does the organization have a written conflict ofinterest policy? If "No,go toline 13 12a Yes 
b Are officers, directors ortrustees, and key employees required to disclose annually interests that could give rise 
to conflicts? 12b YES 
c Does the organization regularly and consistently monitor and enforce compliance with the policy? IfYes, 
describe in Schedule 0 how this is done 12C Yes 
13 Does the organization have a written whistleblower policy- 13 Yes 
14 Does the organization have a written document retention and destruction policy? 14 Yes 
15 Did the process for determining compensation ofthe following persons include a review and approval by 
independent persons, comparability data, and contemporaneous substantiation ofthe deliberation and decision? 
a The organization's CEO, Executive Director, ortop management official 15a Yes 
b Other officers or key employees ofthe organization 15b Yes 
If"Yes" to line a or b, describe the process in Schedule 0 (See instructions) 
16a Did the organization invest in, contribute assets to, or participate in a Joint venture or similar arrangement with a 
taxable entity during the year? 153 N0 
b IfYes, has the organization adopted a written policy or procedure requiring the organization to evaluate its 
participation in Joint venture arrangements under applicable federal tax law, and taken steps to safeguard the 
organization's exempt status with respect to such arrangements? 16b 

Section C. Disclosure 

17 List the States with which a copy ofthis Form 990 is required to be fi|edII- 

18 Section 6104 requires an organization to make its Form 1023 (or 1024 ifapplicable), 990, and 990-T (501(c) 
(3)5 only) available for public inspection Indicate how you make these available Check all that apply 
Own website Another's website I7 Upon request 

19 Describe in Schedule 0 whether (and ifso, how), the organization makes its governing documents, conflict of 
interest policy, and financial statements available to the public See Additional Data Table 

20 State the name, physical address, and telephone number ofthe person who possesses the books and records ofthe organization I-- 

Martin Childs 

PO BOX 12159 
sa|em,OR 97309 
(503)581-1505 

Form 990 (2009) 


CITIZENAUDIT.ORG PAGE #008
Form 990 (2009) Page 7 

  Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated 
Employees, and Independent Contractors 
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 
1a Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization's 

tax year Use Schedule J-2 ifadditional space is needed 
I List all ofthe organization's current officers, directors, trustees (whether individuals or organizations), regardless ofamount 
ofcompensation, and current key employees Enter -0- in columns (D), (E), and (F) if no compensation was paid 

I List all ofthe organization's current key employees See instructions for definition of "key employee 
I List the organization's five current highest compensated employees (otherthan an officer, director, trustee or key employee) 

who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the 
organization and any related organizations 

I List all ofthe organization's former officers, key employees, or highest compensated employees who received more than $100,000 
of reportable compensation from the organization and any related organizations 

I List all ofthe organization's former directors ortrusteesthat received, in the capacity as a former director or trustee ofthe 
organization, more than $10,000 of reportable compensation from the organization and any related organizations 

List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest 
compensated employees, and former such persons 

l_ Check this box ifthe organization did not compensate any current orformer officer, director, trustee or key employee 

(A) (B) (C) (D) (E) (F) 
Name and Title Average Position (check all Reportable Reportable Estimated 
hours that apply) compensation compensation amount of other 
per I from the from related compensation 
week 2 3 3.1: organization (W- organizations from the 
E (W- 2/1099- organization and 
 
-c 5 -- n MISC) related 
:organizations 
See add'| data 

Form 990 (2009) 


CITIZENAUDIT.ORG PAGE #009
Form 990 (2009) Pages 

3* 443.157 0 123,327 

2 Total number ofindividuals (including but not limited to those listed above) who received more than 
$100,000 in reportable compensation from the organizationhl-0 

Yes No 
3 Did the organization list any former officer, director ortrustee, key employee, or highest compensated employee 
on line 1a? If Yes,compi'ete Schedulelfor such individual . . . . . . . . . . . . . 3 Yes 
4 For any individual listed on line la, IS the sum of reportable compensation and other compensation from the 
organization and related organizations greater than $150,000? If "Yes/complete Schedulelforsuch 
No 
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization for services 
rendered to the organization? 5chedui'eJforsuch person . . . . . . . . . . 5 N0 
Section B. Independent Contractors 
1 Complete this table for your five highest compensated independent contractors that received more than 
$100,000 ofcompensation from the organization 
(A) (B) (C) 
Name and business address Description of services Compensation 

  

2 Total number ofindependent contractors (including but not limited to those listed above) who received more than 
$100,000 in compensation from the organization II-0 

Form 990 (2009) 


CITIZENAUDIT.ORG PAGE #010
Form 990 (2009) 
Emil Statement of Revenue 

Page 9 

(A) (B) (C) (D) 
Total revenue Related or Unrelated Revenue 
exempt business excluded from 
function revenue tax under 
revenue sections 
512, 513, or 
514 

g g 1a Federated campaigns . . 1a 

i: E 

E 2| b Membership dues . . . . 1b 22,247,520 

m 

IHE c Fundraising events . . . . 1c 

E E d Related organizations . . . 1d 

 e Government giants (contributions) 1e 

 

E f All other contributions, gifts, grants, and 1f 

'5 3 similar amounts not included above 

g Noncash contributions included in 

I 12- 

EE lines 1a-1f$ 

5 h Tota|.Add lines 1a-1f Ir 22,247,620 

Business Code 
E 2a HOMECARE BENEFITS ADMI 900,099 745,904 745,904 
 
E b MISCELLANEOUS INCOME 900,099 22,011 22,011 
 
Allother program service revenue 
 
i g Total. Add lines 2a2f . F 768,915 
3 Investment income (including dividends, interest 
and other similar amounts) 3027947 302r947 
Income from investment of taxexempt bond proceeds  
5 Royalties . F 
Real (ii) Personal 
6a Gross Rents 
[3 Less rental 
expenses 
C Rental income 
or(|oss) 
d Net rental income or (loss) I 
Securities (ii) Other 
73 Gross amount 3,403,582 
from sales of 
assets other 
than inventory 
[3 Less cost or 3,501,768 195,492 
other basis and 
sales expenses 
C Gain or (loss) 98,186 195,492 
d Net gain or (loss) . -293.578 -293,578 
33 Gross income from fundraising 
events (not including 
3 
E T 
ofcontributions reported on line 1c) 
I): See Part IV,|ine 18 
II a 
I- 
 

b Less direct expenses . . . b 

 

c Net income or (loss) from fundraising events . .  

93 Gross income from gaming activities 
See Part IV, line 19 
a 
b Less direct expenses . . . b 
c Net income or (loss) from gaming activities . .  
103 Gross sales ofinventory,|ess 
returns and allowances 
a 
b Less cost ofgoods sold . . b 
c Netincome sales ofinventory . . 0* 
Miscellaneous Revenue Business Code 
11a SEIU 900,099 320,940 320,940 
b INSURANCE COMMISSIONS 524290 1107002 1107002 
d All other revenue 
43 Total.Add|ines 11a11d 
.. 431,002 
12 Total revenue. See Instructions 0* 
23,456,806 796,177 110,062 302,947 

Form 990 (2009) 


CITIZENAUDIT.ORG PAGE #011
Form 990 (2009) 
M Statement of Functional Expenses 

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. 
All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D). 

Page 10 

Do not include amounts reported on lines 6b, (A) Managezant and  
7b! 8b! 9b! and 10' f Part VHL Total expenses expenses general expenses expenses 
1 Grants and other assistance to governments and organizations 
in theU S See PartIV,|ine21 67,521 
2 Grants and other assistance to individuals in the 
U S See Part IV, line 22 
3 Grants and other assistance to governments, 
organizations, and individuals outside the U S See 
Part IV, lines 15 and 16 
Benefits paid to or for members 104,160 
5 Compensation ofcurrent officers, directors, trustees, and 
key employees 490,648 
6 Compensation not included above, to disqualified persons 
(as defined under section 4958(f)(1)) and persons 
described in section 4958(c)(3)(B) 
7 Other salaries and wages 8,742,160 
Pension plan contributions (include section 401(k) and section 
403(b) employer contributions) 1.013.448 
9 Other employee benefits 131,793 
10 Payroll taxes 662,245 
11 Fees for services (non-employees) 
a Management 
b Legal 183,997 
c Accounting 98,642 
d Lobbying 
e Professional fundraising See Part IV, line 17 
f Investment management fees 
g Other 6,215 
12 Advertising and promotion 3,449 
13 Office expenses 892,684 
14 Information technology 
15 Royalties 
16 Occupancy 322,225 
17 Travel 846,919 
18 Payments oftravel or entertainment expenses for any federal, 
state, or local public officials 
19 Conferences, conventions, and meetings 224,089 
20 Interest 
21 Payments to affiliates 6,263,657 
22 Depreciation, depletion, and amortization 402,959 
23 Insurance 109,518 
24 Other expenses Itemize expenses not covered above (Expenses 
grouped together and labeled miscellaneous may not exceed 5% of 
total expenses shown on line 25 below) 
a INCOME TAXES 10 
b ISSUES FUNDING 1,259,449 
c ORGANIZING DEPARTMENT 908,746 
d MEMBER GOVERNANCE 546,608 
e TRAINING 160,409 
f All other expenses 262,789 
25 Total functional expenses. Add lines 1 through 24f 23,704,340 
26 Joint costs. Check here II- iffollowing SO P 98-2 

Complete this line only ifthe organization reported in 
column (B)_1oint costs from a combined educational 
campaign and fundraising solicitation 

Form 990 (2009) 


CITIZENAUDIT.ORG PAGE #012
Form 990 (2009) 

M Balance Sheet 

Page 11 

(A) (B) 
Beginning ofyear End ofyear 
1 Cashnon-interest-bearing 441.311 1 381.585 
2 Savings and temporary cash investments 1.878.500 2 3.192.557 
3 Pledges and grants receivable, net 3 
4 Accounts receivable, net 1.981.351 4 2.047.942 
5 Receivables from current and former officers, directors, trustees, key employees, and 
highest compensated employees Complete Part II of 
Schedule L 5 
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and 
persons described in section 4958(c)(3)(B) Complete Part II of 
Schedule L 6 
1; 7 Notes and loans receivable, net 7 
E Inventories for sale or use 8 
9 Prepaid expenses and deferred charges 45.148 9 50.378 
10a Land, buildings, and equipment cost or other basis Complete 7.015.740 
Part VI of ScheduleD 10a 
b Less accumulated depreciation 10b 3.287.553 4.190.842 10c 3.728.187 
11 Investmentspub|ic|y traded securities 7.358.750 11 7.519.907 
12 Investmentsother securities See Part IV, line 11 12 
13 See Part IV, line 11 13 
14 Intangible assets 14 
15 Other assets See Part IV, line 11 553.701 15 520.900 
16 TotaIassets.Add lines 1 through 15 (must equal line 34) 15.449.503 16 17.541.557 
17 Accounts payable and accrued expenses 1.793.015 17 1.911.385 
18 Grants payable 18 844.193 
19 Deferred revenue 19 
20 Tax-exempt bond liabilities 20 
21 Escrow or custodial account liability Complete PartIVof 5cheduleD 21 
E 22 Payables to current and former officers, directors, trustees, key 
employees, highest compensated employees, and disqualified 
3 persons Complete Part II of ScheduleL 22 
23 Secured mortgages and notes payable to unrelated third parties 23 
24 Unsecured notes and loans payable to unrelated third parties 24 
25 Other liabilities Complete Part X ofSchedu|e D 554.135 25 312.587 
26 Total liabilities. Add lines 17 through 25 2,357,151 26 3,068,266 
uh Organizations that follow SFAS 117, check here II- |7 and complete lines 27 
3 through 29, and lines 33 and 34. 
E 27 Unrestricted net assets 14.092.452 27 14.473.391 
E 28 Temporarily restricted net assets 28 
E 29 Permanently restricted net assets 29 
E Organizations that do not follow SFAS 117, check here and complete 
:5 lines 30 through 34. 
un 30 Capital stock ortrust principal, or current funds 30 
E 31 Paid-in or capitalsurp|us,or|and,bui|ding or equipment fund 31 
-Eif 32 Retained earnings, endowment, accumulated income, or other funds 32 
33 Total net assets or fund balances 14.092.452 33 14.473.391 
E 34 Total liabilities and net assets/fund balances 16,449,603 34 17,541,657 

Form 990 (2009) 


CITIZENAUDIT.ORG PAGE #013
Form 990 (2009) 
  Financial Statements and Reporting 

2a 

3a 

Page 12 

Accounting method used to prepare the Form 990 Cash I7 Accrual I_Other 

Ifthe organization changed its method ofaccounting from a prior year or checked "Other," explain in Schedule 0 
Were the organization's financial statements compiled or reviewed by an independent accountant? 

Were the organization's financial statements audited by an independent accountant? 

IfYes,to 2a or 2b, does the organization have a committee that assumes responsibility for oversight ofthe 
audit, review, or compilation ofits financial statements and selection ofan independent accountant? 

Ifthe organization changed either its oversight process or selection process during the tax year, explain in 
Schedule 0 

IfYes to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued 
on a consolidated basis, separate basis, or both 
I_Separate basis I_Conso|idated basis 

As a result ofa federal award, was the organization required to undergo an audit or audits as set forth in the 
Single Audit Act and OMB CIFCUIEFA-1337 

I7 Both consolidated and separated basis 

IfYes," did the organization undergo the required audit or audits? Ifthe organization did not undergo the required 
audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits 

Yes 

No 

2a 

2b 

2c 

3a 

3b 

Form 990 (2009) 


CITIZENAUDIT.ORG PAGE #014
Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493215oo24s1| 

SCHEDULE 9 Political Campaign and Lobbying Activities OMB N 1545-0047 
(Form 990 or 990-EZ)  
For Organizations Exempt From Income Tax Under section 501(c) and section 527 
Depart]-nent ofthe Treasury II- Complete if the organization is described below.  
lmemel Revenue Semee II- Attach to Form 990 or Form 990-EZ. II- See separate Inst ructions. Open to  
Inspection 

If the organization answered Yes," to Form 990, Part IV, Line 3, or Form 990-EZ, Part VI, line 46 (Political Campaign Activities), 
then 

I Section 501(c)(3) organizations Complete Parts lA and B Do not complete Part lC 

I Section 501(c) (other than section 501(c)(3)) organizations Complete Parts I-A and C below Do not complete Part I-B 

I Section 527 organizations Complete Part lA only 

If the organization answered Yes," to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then 

I Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part ll-A Do not complete Part ll-B 

I Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 50l(h)) Complete Part Do not complete Part llA 

If the organization answered Yes," to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35a (regarding proxy tax), then 
I Section 501(c)(4), (5), or (6) organizations Complete Part  

Name ofthe organization Employer identification number 
SEIU Local 503 Oregon Public Employees Union 

93-0323147 
  Complete if the organization is exempt under section 501(c) or is a section 527 organization. 

1 Provide a description ofthe organization's direct and indirect political campaign activities in Part IV 
2 Political expenditures F 117,479 
3 Volunteer hours 1,725 

Complete if the organization is exempt under section 501(c)(3). 

1 Enter the amount ofany excise tax incurred by the organization under section 4955 F- 
2 Enterthe amount ofany excise tax incurred by organization managers under section 4955 F- 
3 Ifthe organization incurred a section 4955 tax, did it file Form 4720 forthis year? Yes No 
4a Was a correction made? Yes No 

b If"Yes," describe in Part IV 
Part IC Complete if the organization is exempt under section 501(c) except section 501(c)(3). 

1 Enter the amount directly expended by the filing organization for section 527 exempt function activities II- 117,479 
2 Enter the amount ofthe filing organization's funds contributed to other organizations for section 527 
exempt funtion activities II-  
3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-PO L, line 17b 117,479 
Did the filing organization file Form 1120-POL for this year? I7 Yes l_ No 

State the names, addresses and employer identification number (EIN) ofall section 527 political organizations to which payments 
were made For each organization listed, enter the amount paid from the filing organization's funds Also enter the amount of political 
contributions received that were and directly delivered to a separate political organization, such as a separate segregated 
fund or a political action committee (PAC) Ifadditional space is needed, provide information in Part IV 

Name Address EIN Amount pa|d from (9) Amount Of P0l|t|Cal 
flung Orgamzatlon-S contributions received 

funds Ifnone, enter- and and 
0- directly delivered to a 

separate political 
organization If none, 
enter -0- 

CITIZEN ACTION FOR POLITICAL 
PO BOX 12159 6451597 

EDUCATION - 
97309 23 7230166 

For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990. Cat No 599345 schedme 9 (Form 999 or 999.52) 2999 


CITIZENAUDIT.ORG PAGE #015
Schedule C (Form 990 or 990-EZ) 2009 
  Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election 

under section 501(h)). 

Page 2 

A Check ifthe filing organization belongs to an affiliated group 
B Check ifthe filing organization checked box A and ''limited control" provisions apply 
. . . . Filing Affiliated 
h Lobbying Expendittlires d  
(T eterm expen itures means amounts pai orincurre .) Totals Totals 
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) 

b Total lobbying expenditures to influence a legislative body (direct lobbying) 
c Total lobbying expenditures (add lines 1a and 1b) 

Other exempt purpose expenditures 
e Total exempt purpose expenditures (add lines 1c and 1d) 
f Lobbying nontaxable amount Enterthe amount from the following table in both 

columns 

If the amount on line 1e, column or is: The lobbying nontaxable amount is: 

Not over $500,000 20% of the amount on line 1e 

Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000 

Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 

Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 

Over $17,000,000 $1,000,000 
g Grassroots nontaxable amount (enter 25% ofline 1f) 
h Subtract line 1g from line 1a Ifzero or less, enter -0- 
i Subtract line 1ffrom line 1c Ifzero or less, enter-0- 
j Ifthere is an amount otherthan zero on eitherline 1h orline 1i,did the organization file Form 4720 reporting Y N 

section 4911 tax forthis year? es l_ O 

4-Year Averaging Period Under Section 501(h) 
(Some organizations that made a section 501(h) election do not have to complete all of the five 
columns below. See the instructions for lines 2a through 2f on page 4.) 
Lobbying Expenditures During 4-Year Averaging Period 
ca'"da' yea Sc yea 2006 2007 2008 2009 Total 
beginning in) 
2a Lobbying non-taxable amount 
b Lobbying ceiling amount 
(150% ofline 2a,  
c Total lobbying expenditures 
d Grassroots non-taxable amount 
e Grassroots ceiling amount 
(150% ofline 2d, column  

f Grassroots lobbying expenditures 

Schedule C (Form 990 or 990-EZ) 2009 


CITIZENAUDIT.ORG PAGE #016
Schedu|eC (Form 990 or990-EZ)2009 Page3 

Part II-B Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 
(election under section 501(h)). 

(3) (D) 

Yes No A mount 

1 During the year, did the filing organization attempt to influence foreign, national, state or local 
legislation, including any attempt to influence public opinion on a legislative matter or referendum, 
through the use of 

a Volunteers? 

b Paid staffor management (include compensation in expenses reported on lines 1c through  
c Media advertisements? 

d Mailings to members, legislators, or the public? 

e Publications, or published or broadcast statements? 

f Grants to other organizations for lobbying purposes? 

g Direct contact with legislators, their staffs, government officials, or a legislative body? 

h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? 

i Other activities? If"Yes," describe in Part IV 

j Total lines 1c through 1i 

2a Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? l 

b If"Yes," enterthe amount ofany tax incurred under section 4912 

c If"Yes," enterthe amount ofany tax incurred by organization managers under section 4912 

d Ifthe filing organization incurred a section 4912 tax, did it file Form 4720 for this year?  
  Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 

501(c)(6). 

Yes No 
1 Were substantially all (90% or more) dues received nondeductible by members? 1 Yes 
2 Did the organization make only in-house lobbying expenditures of$2,000 or less? 2 No 
3 Did the organization agree to carryover lobbying and political expenditures from the prior year? 3 No 

Part Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 
501(c)(6) if BOTH Part lines 1 and 2 are answered No" OR if Part line 3 is 
answered Yes". 

1 Dues, assessments and similar amounts from members 1 
2 Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political 
expenses for which the section 527(f) tax was paid). 
a Current year 23 
b Carryoverfrom last year 2b 
Total 2c 
3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 3 
4 Ifnotices were sent and the amount on line 2c exceeds the amount on line 3, what portion ofthe excess 
does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and 
political expenditure next year? 4 
5 Taxable amount oflobbying and political expenditures (see instructions) 5 

  Supplemental Information 

Complete this part to provide the descriptions required for Part I-A, line 1, Part I-B, line 4, Part I-C, line 5, and Part ll-B, line 1i 
Also, complete this part for any additional information 

Identifier Return Reference Explanation 
Part I-A, Line 1 Organizations Direct and Indirect The organization informs members of political issues through 
Political Campaign Activities internal communications, some members assist candidates or 

ballot measures through volunteer activities, and the 
organization contributes, upon board action, to ballot measure 
campaigns ofdirect interest to our membership 

Part IV, Supplemental Information part SEIU Local 503 oregon public employees union is a 
labor union and is specifically exempt from the requirement to 
report lobbying expenses to the membership as a nondeductible 
portion oftheir dues, per Rev Proc 98-19 

Schedule C (Form 990 or 990EZ) 2009 


CITIZENAUDIT.ORG PAGE #017
Iefile GRAPHIC print - DO NOT PROCESS As Filed Data -  

 

0 D OMB No 1545-0047 
F 99 Supplemental Financial Statements l 

II- Complete if the organization answered "Yes," to Form 990, 
Depallmenlollhe Treasury Part IV, line 12. 

Internal Revenue Service 

Name of t he organization 
SEIU Local 503 Oregon Public Employees Union 

II- Attach to Form 990. II- See separate instruct ions. 

Open to Public 
Inspection 

Employer identification number 

93-0323147 

M Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the 

organization answered "Yes" to Form 990, Part IV, line 6. 

 

Donor advised funds Funds and other accounts 

Total number at end ofyear 

Aggregate contributions to (during year) 

Aggregate grants from (during year) 

Aggregate value at end ofyear 

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised 

funds are the organization's property, subject to the organization's exclusive legal control? l Yes l_ N0 
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be 

used only for charitable purposes and not forthe benefit ofthe donor or donor advisor, orfor any other purpose 

conferring impermissible private benefit l V35 l_ N0 

m Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7. 

1 

n U N 

D. 

Purpose(s) ofconservation easements held by the organization (check all that apply) 
l_ Preservation ofland for public use (e g recreation or pleasure) 
Protection of natural habitat 

l Preservation ofan historically importantly land area 
I Preservation ofa certified historic structure 

Preservation ofopen space 

Complete lines 2a2d ifthe organization held a qualified conservation contribution in the form ofa conservation 
easement on the last day ofthe tax year 

Held at the End of the Year 

Total number ofconservation easements 2a 
Total acreage restricted by conservation easements 2b 
Number ofconservation easements on a certified historic structure included in 2c 
Number ofconservation easements included in acquired after 8/17/06 2d 

Number ofconservation easements modified, transferred, released, extinguished, or terminated by the organization during 

the taxable year I-- 

Number ofstates where property subject to conservation easement is located I-- 

Does the organization have a written policy regarding the periodic monitoring, inspection, handling ofviolations, and 

enforcement ofthe conservation easements it holds? l_ Yes l_ N0 
Staffand volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year F- 

Amount ofexpenses incurred in monitoring, inspecting, and enforcing conservation easements during the year  

Does each conservation easement reported on line 2(d) above satisfy the requirements ofsection 

and 170(l1)(4)(B)(ll)7 Yes No 

In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and 
balance sheet, and include, ifapplicable, the text ofthe footnote to the organization's financial statements that describes 
the organization's accounting for conservation easements 

  Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. 

Complete if the organization answered "Yes" to Form 990, Part IV, line 8. 

1a Ifthe organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of 
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance ofpublic service, 
provide, in Part XIV, the text ofthe footnote to its financial statements that describes these items 
b Ifthe organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works ofart, 
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance ofpublic service, 
provide the following amounts relating to these items 
Revenues included in Form 990, Part line 1  
(ii)Assets included in Form 990,PartX  
2 Ifthe organization received or held works ofart, historical treasures, or other similar assets forfinancial gain, provide the 
following amounts required to be reported under SFAS 116 relating to these items 
a Revenues included in Form 990, Part line 1  
b Assetsincluded in Form 990,PartX  

For Privacy Act and Paperwork Reduction Act Notice, see the Int ruct ions for Form 990 

Cat No 52283D Schedule D (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #018
Schedu|eD (Form 990)2009 Page 2 
 anizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 

3 Using the organization's accession and other records, check any ofthe following that are a significant use ofits collection 
items (check all that apply) 
a publlc d Loan or exchange programs 
b Scholarly research e Other 

c Preservation forfuture generations 

4 Provide a description ofthe organization's collections and explain how they further the organization's exempt purpose in 
Part XIV 
5 During the year, did the organization solicit or receive donations ofart, historical treasures or other similar 
assets to be sold to raise funds rather than to be maintained as part ofthe organization's collection? YES N0 

M Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, 
Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 

1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not 
included on Form 990,PartX?  

b If"Yes," explain the arrangement in Part XIV and complete the following table 

  

Amount 

C Beginning balance 

d Additions during the year 

3 Distributions during the year 
f Ending balance 

2a Did the organizationinclude an amount on Form 990,Part X,|ine21? I_Yes  

b the arrangement in Part XIV 

M Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10. 
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back 

1a Beginning ofyear balance 
Contributions 
Investment earnings or losses 

Grants or scholarships 

00.05 

Other expenditures for facilities 
and programs 

 

Administrative expenses 

g End ofyear balance 

2 Provide the estimated percentage ofthe year end balance held as 
a Board designated or quasi-endowment II- 
b Permanent endowment II- 

C Term endowment F- 

3a Are there endowment funds not in the possession ofthe organization that are held and administered forthe 
organization by Yes No 

(i)unrelatedorganizations . . . . . . . . . . . . . . . . . . . . . . . . 3a(i) 

(ii) related organizations . . . . . . . . . . . . . . . . . . . . . . . . 3a() 
b If"Yes" to 3a(ii), are the related organizations listed as required on Schedule Describe in Part XIV the intended uses ofthe organization's endowment funds 
M InvestmentsLand, Buildings, and Equipment. See Form 990, Part X, line 10Land . . . . . . . . . . . . . . . . . 474,900 474,900 
b Buildings . . . . . . . . . . . . . . . . 4,159,622 1,395,317 2,763,805 
c Leasehold improvements 
d Equipment . . . . . . . . . . . . . . . . 2,381,218 1,891,736 489,482 
e Other . . . . . . . . . . . . . . . 
Total. Add lines 1 a- le (Column should equal Form 990, Part X, column (B), line . . . . . . . . II- 3,728,187 

Schedule D (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #019
Schedule D (Form 990) 2009 

Page 3 
  InvestmentsOther Securities. See Form 990, Part X, line 12. 

Description ofsecurity or category (b)B00k Value Method ofvaluation 
(including name ofsecurity) Cost or end-of-year market value 

Financial derivatives 

Closely-held equity interests 

Other 

Total. (Column should equalForm 990, Part X, col (B) line 12)  
 Related. See Form 990, Part X, line 13. 

Description ofinvestment type Book value 

Method ofvaluation 
Cost or end-of-year market value 

Total. (Column should equalForm 990, Part X, col (3) line 13) F 
Other Assets. See Form 990, Part X, line 15. 

Description Book value 
TotaI.(Column should equal Form 990, Part X, 15Other Liabilities. See Form 990, Part X, line 25. 

1 Description of Liability Amount 

Federal Income Taxes 41,086 

AGENCY ACCOUNTS 263,300 

STATE INCOME TAXES 8,301 

Total. (Column should equalForm 990, Part X, col (3) line 25) p. 3 1 2,537 

2. Fin 48 Footnote In Part XIV, provide the text ofthe footnote to the organization's financial statements that reports the organization's 
liability for uncertain tax positions under FIN 48 

Schedule D (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #020
Schedu|eD (Form 990)2009 Page4 
  Reconciliation of Change in Net Assets from Form 990 to Financial Statements 

1 Totalrevenue (Form 12) 1 2314551305 
2 Totalexpenses (Form 990,PartIX,co|umn 25) 2 2317041340 
3 Excess or (deficit) forthe year Subtract line 2 from line 1 3 '-2471534 
4 Net unrealized gains (losses) on investments 4 3071391 
5 Donated services and use offacilities 5 
5 Investment expenses 5 
7 Prior period adjustments 7 
3 Other(Describein Part XIV) 3 3211032 
9 Total adjustments (net) Add lines 4 - 8 9 5231473 
1-0 Excess or (deficit) forthe year perfinancial statements Combine lines 3 and 9 10 3301939 
ml Reconciliation of Revenue per Audited Financial Statements With Revenue er Return 
1 Total revenue, gains, and other support per audited financial statements . . . . . . . 1 24,016,357 
2 Amounts included on line 1 but not on Form 990, Part line 12 
a Net unrealized gains on investments . . . . . . . . . . 2a 307,391 
b Donated services and use offacilities . . . . . . . . . 2b 
c Recoveries ofprior year grants . . . . . . . . . . . 2c 
d Other(Describe in Part XIV542,196 
Add lines 2a through 849,587 
3 Subtract line 2e from line 23,166,770 
Amounts included on Form 990, Part line 12, but not on line 1 
Investment expenses notincluded on Form 7b . 4a 
Other(Describe in Part XIV290,036 
c Add lines 290,036 
5 Tota|Revenue Addlines 3and 4c. (This should equa|Form 990,Part I,|ine 23,456,806 
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 
1 Total expenses and losses per audited financial 23,993,017 
statements . . . . . . . . . . . . . 1 
2 Amounts included on line 1 but not on Form 990, Part IX, line 25 
a Donated services and use offacilities . . . . . . . . . . 2a 
b Prior year adjustments . . . . . . . . . . . . . . 2b 
c Otherlosses . . . . . . . . . . . . . . . . 2c 
d Other(Describe in Part XIV542,196 
Add lines 2a through 542,196 
3 Subtract line 2e from line 23,450,821 
Amounts included on Form 990, Part IX, line 25, but not on line 1: 
Investment expenses notincluded on Form 7b . . 4a 
Other(Describe in Part XIV253,519 
c Addlines 4aand 253,519 
5 Totalexpenses Add lines 3and 4c. (This should equa|Form 990,PartI,|ine 1823,704,340 

  Supplemental Information 

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part lines 1a and 4, Part IV, lines 1b and 2b, 
Part V, line 4, Part X, Part XI, line 8, Part XII, lines 2d and 4b, and Part lines 2d and 4b Also complete this part to provide any 
additional information 

Identifier Return Reference Explanation 
Part XI, Line 8 - OtherAdjustments beginning ofyear net assets oflocals in group return 
Part XII, Line 2d - Other netting of rental income from disregarded entity with expenses 
Adjustments 63000 Loss on disposal offixed assets 195491 elimination of 
income on consolidation 283705 
Part XII, Line 4b - Other income from locals included in group return 290036 
Adjustments 
Part Line 2d - Other netting of rental income from disregarded entity with expenses 
Adjustments 63000 expenses reduced on consolidation 283705 loss on 
disposal offixed assets 195491 
Part Line 4b - Other expenses from locals included in group return 253519 

A djustments 

Schedule D (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #021
Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493215002431 
Schedu|e I OMB No 1545-0047 
(Form 990) Grants and Other Assistance to Organizations, 

Governments and Individuals in the United States  

Complete if the organization answered "Yes to Form 990 Part IV line 21 or 22. - 
Department of the Treasury F Attach to 990 ope" t P_"b"c 
Internal Revenue Service In5PeCt|n 

Name of the organization Employer identication number 
SEIU Local 503 Oregon Public Employees Union 

  

93-0323147 
M General Information on Grants and Assistance 
1 Does the organization maintain records to substantiate the amount ofthe grants or assistance, the grantees eligibility forthe grants or assistancel7YeS l_N0 

2 Describe in Part IV the organization's procedures for monitoring the use ofgrant funds in the United States 

m Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to 
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use 
Part IV and Schedule I-1 (Form 990) if additional space IS needed . . . . . . . . . . . . . . . . . . . . . . . . . I I- 

Name and address of EIN IRC Code section Amount ofcash Amount of non- Method of Description of Purpose ofgrant 
organization ifapplicable grant cash valuation non-cash assistance or assistance 
or government assistance (book, FMV, appraisal, 
other) 

PORTLANDJOBS WITH 931120523 501(c)(4) 6,650 n/a to promote workers 
JUSTICE6025 E BURNSIDE rights 
97215 
PINEROSYCAMPESINOS 930939941 501(c)(5) 6,503 n/a to promote farm 
UNIDOS DEL NOROESTE workers rights 

300 YOUNG ST 
97071 

oregon centerfor public 931186075 501(c)(3) 18,750 n/a n/A to improve economic 
po|icyPO Box7 and social 
Si|verton,OR 97381 opportunities for 

workers 
1199 STRIKE AND 060991885 501(c)(5) 5,000 n/a n/A strike support 

DEFENSE FUND77 
HUYSHOPE AVE 
06106 

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50055P Schedule I (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #022
Schedule I (Form 990) 2009 

  Grants and Other Assistance to Individuals in the United States 

Use Schedule I-1 (Form 990) if additional space is needed. 

Page 2 

. Complete if the organization answered "Yes" to Form 990, Part IV, line 22. 

(a)Type of grant or assistance 

(b)N umber of 
recipients 

(c)A mount of 
cash grant 

(d)A mount of 
non-cash assistance 

(e)Method ofvaluation 
(book, 
FMV, appraisal, other) 

(f)Description of non-cash assistance 

  Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information. 

Identifier Ret urn Reference 

Procedure for Monitoring 
Grants in the U S 

Part I, Line 2 

Explanation 

Schedule I, Part I, Line 2 The finance committee reviews each new decision to give grants The committee reviews the 
performance ofthe recipients and occasionally requires in-person presentations The political director, on certain grants, 

monitors the recipients activities through a close working relationship and frequent reporting back to the executive director 
as well as the finance committee 

Schedule I (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #023
Iefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN: 

93493215oo24s1| 

schedure J Compensatron lnformatron 
(Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest 
Compensated Employees 
II- Complete if the organization answered "Yes" to Form 990, 
Department of the Treasury part IV question 23_ 

lnlemal R9V9U9 II- Attach to Form 990. II- See separate instruct ions. 

Name of t he organization 
SEIU Local 503 Oregon Publrc Employees Unron 

OMB No 1545-0047 

Open to Public 
Inspection 

Employer identification number 

93-0323147 
M Questions Regarding Compensation 
Yes No 
1a Check the approprate box(es) rfthe organrzatron provrded any ofthe followrng to orfor a person lrsted In Form 
990, Part VII, Sectron A, lrne 1a Complete Part to provrde any relevant Informatron these Items 
or charter travel Housrng allowance or resrdence for personal use 
Travel for companrons Payments for busrness use of personal resrdence 
Tax and gross-up payments Health or socral club dues or Inrtratron fees 
account Personal servrces (e g mard, chauffeur, chef) 
b Ifany ofthe boxes In lrne 1a are checked, the organrzatron follow a polrcy payment or 
rermbursement orprovrsron ofall the expenses above? If"No," complete Part to explarn 1b 
2 the organrzatron requrre substantratron prror to or allowrng expenses Incurred by all 

offrcers, drrectors, trustees, and the CEO/Executrve Drrector, the Items checked In lrne la? 2 

3 Indrcate Ifany, ofthe followrng the organrzatron uses to the compensatron ofthe 
organIzatIon's CEO/Executrve Drrector Check all that apply 
I7 Compensatron I7 employment contract 
Independent compensatron consultant Compensatron survey or study 
Form 990 of other organrzatrons Approval by the board or compensatron  

4 Durrng the year, any person lrsted In Form 990, Part VII, Sectron A, lrne 1a respect to the organrzatron 
or a related organrzatron 
Recerve a severance payment or change-of-control payment- 4a No 
In, or recerve payment from, a supplemental nonqualrfred retrrement plan? 4b No 

c In,or recerve payment from,an equrty-based compensatron arrangement? 4c No 

If"Yes" to any oflrnes 4a-c, the persons and provrde the amounts for each Item In Part  
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9. 

5 For persons lrsted In form 990, Part VII, Sectron A, lrne 1a, the organrzatron pay or accrue any 
compensatron on the revenues of 
The organrzatron? 5a 
Any related organrzatron? 5b 
If"Yes," to lrne 5a or 5b, In Part  

6 For persons lrsted In form 990, Part VII, Sectron A, lrne 1a, the organrzatron pay or accrue any 
compensatron on the net of 
The organrzatron? 6a 
Any related organrzatron? 6b 
If"Yes," to lrne 6a or 6b, In Part  

7 For persons lrsted In Form 990, Part VII, Sectron A, lrne 1a, the organrzatron provrde any non-frxed 
payments not In lrnes 5 and 67 If"Yes," In Part 7 

8 Were any amounts reported In Form 990, Part VII, pard or accured pursuant to a contract that was 
subject to the Inrtral contract exceptron In Regs sectron 53 If"Yes,"  
In Part 8 

9 If"Yes" to lrne 8, the organrzatron also follow the rebuttable presumptron procedure In Regulatrons 
sectron 53 9 

For Privacy Act and Paperwork Reduction Act Notice, see the Int ruct ions for Form 990 Schedule J (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #024
Schedule J (Form 990) 2009 

Page 2 
m Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J1 if additional space needed. 
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row and from related organizations, described in the 
instructions on row (ii) Do not list any individuals that are not listed on Form 990, Part VII 
Note.The sum ofcolumns must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a 
(A) Name (B) Breakdown ofW-2 and/or 1099-MISC compensation (C) Retirement and (D) Nontaxable (E) Total ofcolumns (F) Compensation 
Ba (ii) Bonusg, other other deferred benefits reported in prior 
Set incentive reportable compensation Form 990 or 
Compensa '0 Compensation compensation Form 990-EZ 
Kathie best (I) 67,114 0 4,410 10,067 8,344 89,935 
(IISchedule J (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #025
Schedule J (Form 990) 2009 

  Supplemental Information 

Page 3 

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1aAlso complete this part for any additional information 

Ident if ier 

Ret urn 
Reference 

Explanation 

Schedule J (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #026
Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data -  

 

SCHEDULE 0 
(Form 990) 

Department of the Treasury 
Internal Revenue Servrce 

Supplemental Information to Form 990 

Complete to provide information for responses to specific questions on 

Form 990 or to provide any additional information. 
Dr Attach to Form 990. 

OMB No 1545-0047 

Open to Public 
Inspection 

Name of the organization 
SEIU Local 503 Oregon Publrc Employees Unron 

Employer identification number 

93-0323147 

Identifier 

Return Reference 

Explanation 

Form 990, Part VI, Sectron A, lrne 4 

See attached updated documents 


CITIZENAUDIT.ORG PAGE #027
Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493215002481 

. . . OMBN 1545-0047 

SCHEDULE R Related Organizations and Unrelated Partnerships  

(Forrn II- Complete if the organization answered "Yes" to Form 990, Part IV, line 33II- Attach to Form 990. II- See separate instructions. 

Depaitmentofthe Treasury open to P_ubc 
Internal Revenue Service Inspecuon 

Name of the organization Employer identification number 
SEIU Local 503 Oregon Public Employees Union 

93-0323147 
M Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.) 

(C)  
Name, address, and EIN of disregarded entity Primary activity Legal domicile (state Total income Endofyear assets Direct controlling 
or foreign country) entity 

HOMECARE UNION BENEFITS BOARD LLC 

PO BOX 12159 OR _6 996 830 622 SEIU Local 503 - OPEU 
SALEM OR 97309 Oregon Homecare Workers 
20-0573997 

M Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one 
or more related taxexempt organizations during the tax year.) 

(C) (0 
Name, address, and EIN of related organization Primary activity Legal domicile (state Exempt Code section Public charity status Direct controlling 
or foreign country) (if section 501(c)(3)) entity 
OREGON STATE COUNCIL 
6401 SE FOSTER RD POLITICAL LOBBYING OR 527  

PORTLAND, OR 97206 
93-0887838 

OREGON POLITICAL ACTION  

1730 COMMERCIAL ST SE BALLOT MEASURES OR 527 SEIU Local 503 - OPEU 

SALEM, OR 97302 
93-0323147 

CITIZEN ACTION FOR POLITICAL  

1730 COMMERCIAL ST SE POLITICAL EDUCATION OR 527 SEIU Local 503 - OPEU 

SALEM, OR 97309 
23-7230166 

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990Schedule R (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #028
Page 2 

EE Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 
because it had one or more related organizations treated as a partnership during the tax year.) 

 

(C) 
Legal (cl) Predommgegt Income Disproprtionate Code VUBI General or 
Name, address, and EIN of Primary activity domicile Direct controlling Share of total income Share of endofyear a||0CatI0nS7 amount In box 20 Of managing 
related organization (state or entity Uelated unrelated assets Schedule K-1 paIEner7 
foreign excluded from tax (Form 1065) 
Country) under sgcicisns 512- 
Yes No Yes No 

M Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, 
line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.) 

Sha,e2,. ma, (9)  
Name, address, and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity Income Share of Percentage 
(state or entity (C corp, S corp, endofyear ownership 
foreign or tnist) assets 
country) 

Schedule R (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #029
Schedule R (Form 990) 2009 

Page 3 

M Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, or 36.) 

Note. Complete line 1 ifany entity is listed in Parts II, or IV Yes N0 
1 During the tax year, did the orgranization engage in any ofthe following transactions with one or more related organizations listed in Parts  
a Receipt of(i) interest (ii) annuities royalties (iv) rent from a controlled entity 13 N0 
b Gift, grant, or capital contribution to other organization(s) 1'3 Yes 
c Gift, grant, or capital contribution from other organization(s) 1? N0 
d Loans or loan guarantees to or for other organization(s) 1d N0 
e Loans or loan guarantees by other organization(s) 1e N0 
f Sale ofassets to other organization(s) 1f N0 
g Purchase ofassets from other organization(s) 19 N0 
h Exchange ofassets 1' N0 
i Lease of facilities, equipment, or other assets to other organization(s) 1i N0 
j Lease offacilities,equipment,or other assets from other organization(s) 1_'i N0 
k Performance ofservices or membership orfundraising solicitations for other organization(s) 1' N0 
I Performance ofservices or membership orfundraising solicitations by other organization(s) 1' N0 
m Sharing offacilities, equipment, mailing lists, or other assets 1' Yes 
n Sharing of paid employees 1" Yes 
0 Reimbursement paid to other organization for expenses 10 N0 
p Reimbursement paid by other organization for expenses 1P N0 
q Other transfer ofcash or property to other organization(s) 11?! Yes 
r Other transfer ofcash or property from other organization(s) 1' N0 
2 Ifthe answer to any ofthe above IS "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds 
 
(C) 
Name of other organization Transactlon Amount involved 
type(ar) 
(1) Oregon State Council Q 187,702 
(1) See Additional Data Table 
(2) 
(3) 
(4) 
(5) 
(6) 

Schedule R (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #030
Page4 

m Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.) 

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent ofits activities (measured by total assets or gross 
revenue) that was not a related organization See instructions regarding exclusion for certain investment partnerships 

(C) (9)  
Name, address, and EIN of entity Primary activity Legal domicile Are all Share of Disproprtionate Code VUBI General or 
(state or foreign partners endofyear allocations? amount in box managing 
country) section assets 20 of Schedule K-1 partner? 
501(c)(3) (Form 1065) 

organizationsSchedule R (Form 990) 2009 


CITIZENAUDIT.ORG PAGE #031
Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data -  

TY 2009 Affiliate Listing 

 

Name: SEIU Local 503 Oregon Public Employees Union 

EIN: 93- 0323147 

Name Address EIN Name control 

SERVICE EMPLOYEES INTERNATIONAL 001 LOCAL PO BOX 12159 931058552 SERV 

RETIREES SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 81 LOCAL EOU PO BOX 12159 930813995 SERV 

CLASSIFIED SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 82 LOCAL WOU PO BOX 12159 93-0813997 SERV 

CLASSIFIED SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 83 LOCAL OSU PO BOX 12159 93-0810660 SERV 

CLASSIFIED SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 84 LOCAL SOU PO BOX 12159 930814225 SERV 

CLASSIFIED SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 85 LOCAL UO PO BOX 12159 930814226 SERV 

CLASSIFIED SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 89 LOCAL PSU PO BOX 12159 930814227 SERV 

CLASSIFIED SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 90 LOCAL OIT PO BOX 12159 930814228 SERV 

CLASSIFIED SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 96 LOCAL CHILD PO BOX 12159 90-0333761 SERV 

CARE WORKERS SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 97 LOCAL MEADOW PO BOX 12159 51-0208091 SERV 

PARK CARE CENTER SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 98 ADDUS PO BOX 12159 237124436 SERV 
SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 108 LOCAL OHCS PO BOX 12159 900103701 SERV 
SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 109 LOCAL ODFW PO BOX 12159 900103707 SERV 
SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 125 LOCAL ADMIN PO BOX 12159 930814229 SERV 

SERVICES SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 137 LOCAL JUSTICE PO BOX 12159 93-0814230 SERV 

SALEM, OR 97309 


CITIZENAUDIT.ORG PAGE #032
Name Address EIN Name control 

SERVICE EMPLOYEES INTERNATIONAL 140 NUTRITION PO BOX 12159 900429731 SERV 

Srvce employees SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 150 LOCAL PO BOX 12159 930810696 SERV 

REVENUE SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 170 LOCAL PO BOX 12159 93-0810690 SERV 

TREASURY SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 198 LOCAL CITY OF PO BOX 12159 93-0810522 SERV 

BEAVERTON SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 199 LOCAL CITY OF PO BOX 12159 930810693 SERV 

TIGARD SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 274 LOCAL VETS PO BOX 12159 93O814232 SERV 

AFFAIRS SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 294 LOCAL MARION PO BOX 12159 930810700 SERV 

COUNTY SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 333 LOCAL HEALTH PO BOX 12159 930829199 SERV 

DIVISION SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 390 LOCAL LINN PO BOX 12159 93-1101521 SERV 

COUNTY EMPLOYEES SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 391 LOCAL ASSN PO BOX 12159 93-0814268 SERV 

LOCAL EOH TC SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 392 LOCAL O S H PO BOX 12159 930810702 SERV 
SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 393 PENDLETON PO BOX 12159 90O595717 SERV 

COTTAGE SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 415 LOCAL OREGON PO BOX 12159 931247814 SERV 

YOUTH AUTHORITY SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 440 LOCAL DEPT OF PO BOX 12159 930814241 SERV 

INS FINANCE SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 459 LOCAL PERS PO BOX 12159 93-0810708 SERV 

SALEM, OR 97309 


CITIZENAUDIT.ORG PAGE #033
Name Address EIN Name control 

SERVICE EMPLOYEES INTERNATIONAL 471 LOCAL PO BOX 12159 930814246 SERV 

EMPLOYMENT SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 496 LOCAL PO BOX 12159 930814247 SERV 

JOSEPHINE CO ROADS DEPT SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 497 LOCAL JACKSON PO BOX 12159 93-0814249 SERV 

COUNTY EMPLOYEES SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 501 LOCAL PO BOX 12159 93-1247812 SERV 

CASCADE AIDS PROJECT SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 543 LOCAL STATE PO BOX 12159 930810710 SERV 

LIBRARY SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 570 LOCAL OPB PO BOX 12159 930814252 SERV 
SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 575 LOCAL OREGON PO BOX 12159 931058554 SERV 

STUDENT ASSIST COM SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 581 LOCAL PO BOX 12159 930814254 SERV 

EDUCATION SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 585 LOCAL BLIND PO BOX 12159 93-0810711 SERV 

COMMISSION SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 592 LOCAL COID PO BOX 12159 93-0810716 SERV 
SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 593 LOCAL ONTARIO PO BOX 12159 930810526 SERV 

POLICE OFFICERS SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 596 LOCAL BAKER PO BOX 12159 930810520 SERV 

COUNTY SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 603 LOCAL PO BOX 12159 930810717 SERV 

AGRICULTURE SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 622 LOCAL STATE PO BOX 12159 930814257 SERV 

FAIR SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 629 LOCAL PO BOX 12159 93-0810524 SERV 

FO RE STRY 

SALEM, OR 97309 


CITIZENAUDIT.ORG PAGE #034
Name Address EIN Name control 

SERVICE EMPLOYEES INTERNATIONAL 690 LOCAL WATER PO BOX 12159 930814262 SERV 

RESOURCES SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 697 LOCAL COOS PO BOX 12159 930814263 SERV 

BAY N BEND WATER CO SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 730 LOCAL ODOT PO BOX 12159 93-0814266 SERV 
SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 733 LOCAL PARKS PO BOX 12159 93-1116637 SERV 

RECREATION SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 735 LOCAL DMV PO BOX 12159 930810719 SERV 
SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 777 LOCAL BASIN PO BOX 12159 931101523 SERV 

TRANSIT SERVICE SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 839 LOCAL BUREAU PO BOX 12159 930810721 SERV 

OF SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 858 ADULT FOSTER PO BOX 12159 900429732 SERV 

CARE SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 902 LOCAL OSLP PO BOX 12159 93-1247815 SERV 
SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 903 ROSEMONT PO BOX 12159 90-0429734 SERV 

treatment center SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 904 LOCAL THE PO BOX 12159 931270770 SERV 

CHILD CENTER SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 905 LOCAL NW PO BOX 12159 90-0037693 SERV 

REGIONAL EDUCATIONAL L SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 908 LOCAL LCOG PO BOX 12159 90-0103706 SERV 
SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 910 LOCAL CITY OF PO BOX 12159 931058556 SERV 

THE DALLES SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 921 LOCAL CITY OF PO BOX 12159 93-1058558 SERV 

CANNON BEACH 

SALEM, OR 97309 


CITIZENAUDIT.ORG PAGE #035
Name Address EIN Name control 

SERVICE EMPLOYEES INTERNATIONAL 923 LOCAL PO BOX 12159 931247818 SERV 

WALLOWA COUNTY ROADS SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 924 LOCAL PO BOX 12159 931247819 SERV 

WALLOWA COUNTY COURTS SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 926 LOCAL CITY OF PO BOX 12159 94-3163987 SERV 

WILSONVILLE SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 937 LOCAL OR PO BOX 12159 93-1058562 SERV 

CASCADE WEST COG SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 938 LOCAL CITY OF PO BOX 12159 931058564 SERV 

PENDLETON SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 955 LOCAL PO BOX 12159 931058570 SERV 

UMATILLA CITY POLICE SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 963 LOCAL CODA PO BOX 12159 931116636 SERV 
SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 971 LOCAL PO BOX 12159 900243247 SERV 

PRESTIGE CARE SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 972 LOCAL PO BOX 12159 90-0243250 SERV 

EVERGREEN OREGON HEALTH C SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 973 LOCAL PO BOX 12159 90-0239062 SERV 

AVAMERE SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 974 LOCAL PO BOX 12159 900285770 SERV 

PINNACLE CARE SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 976 EAGLE HEALTH PO BOX 12159 900429733 SERV 

care Inc SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 978 FARMINGTON PO BOX 12159 900595724 SERV 

NURSING HOME SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 985 LOCAL CURRY PO BOX 12159 931146570 SERV 

COUNTY SALEM, OR 97309 

SERVICE EMPLOYEES INTERNATIONAL 987 LOCAL PARRY PO BOX 12159 93-1247821 SERV 

CENTER 

SALEM, OR 97309 


CITIZENAUDIT.ORG PAGE #036
Name Address EIN Name control 

SERVICE EMPLOYEES INTERNATIONAL 995 LOCAL CITY OF PO BOX 12159 93-1146569 SERV 
SPRINGFIELD SALEM, OR 97309 
SERVICE EMPLOYEES INTERNATIONAL 999 LOCAL ALVORD PO BOX 12159 93-1296313 SERV 

TAYLOR SALEM, OR 97309 


CITIZENAUDIT.ORG PAGE #037
BYLAWS 

J 

SEIU LOCAL 503, OREGON PUBLIC 

J  py L EMPLOYEES UNION 
L .1, 
To e  
making  Y 
SEIU 503 GENERAL 2010 
I N D EX 
ARTICLE Page 
I NAIVE 1 
II PURPOSE 1 
MEIVBERSHIP 1 
Aclive Membership 1 
Se|11i-Active Men1bership 2 
Associate Nbnbership 2 
Retiree Men1bership 3 
Staff Membership 3 
N LOCALS 4 
V MEMBER BILL OF RIGHTS AND RESPONSIBILITIES 5 
IN THE UNION AND ON THE JOB 
VI MISCONDUCI OF MEMBERS 6 
VII RESPONSIBILITIES OF OFFICERS AND DIRECTORS 8 
GOVERNANCE OF THE WION 9 
THE GENERAL COUNCIL 10 
X CONVENTIONS 15 
XI BOARD OF DIRECTORS 16 
XII EXECUTIVE COMVIITIEE 19 
STATEWIDE OFFICERS 19 
XIV DUTIES OF STATEWIDE OFFICERS 20 
Prsident 20 
Irrmedialae Past Prsident 21 
Vice President 22 
Secretary-Treasurer 22 
Execulive Dileclaor 23 
XV ELECTIONS 24 
General Prov'sions 25 
Challengs to Electiors 26 
Special Ruls for Statewide Ofcer Eleclions 28 
Special Rule for Election of Directors md 30 
Msistant Directors 
Special for Elections in Locals 32 
Election of Delegate Alternats 33 
XVI UNION ST EWARDS 33 
XVII COIVMIITEES 34 
COMMUNITY ACTION CENTERS 36 
XIX DUES 37 


CITIZENAUDIT.ORG PAGE #038
ARTICLE 

APPENDICES 

N 0301-I:-w NI-I 

INDEX 

FIDUCIARY RESPONSIBILITIES AND BONDING 
GENERAL FINANCIAL  

CENTRAL LEDGER AND LOCAL FUNDING 
INACIIVATION OF LOCALS 

TRUSTEESHIP OF LOCALS 

LEGAL  

POLITICAL ACTION PROGRAM 

NO DISCRIMINATION 

AIVENDIVENT OF BYLAWS 

PARLIAIVENTARY AUTHORITY 

DIRECTOR AND ASSISTANT DIRECTOR SEATS 

BILL OF RIGHTS OF MEMBERS OF LABOR 
ORGANIZATIONS 

FIDUCIARY DUTIES 

DISCIPLINARY TRIALS AND APPEALS 
REMOVAL OF OFFICERS 

LMRDA REQUIREM ENTS FOR LABOR ORGANIZATION 
REPORTING (LM-2) 

REPGITING AND DISCLOSUE FOR 
STATEWIDE OFFICERS, LOCAL OFFICERS, DIRECTORS, 
EIST ANT DIRECTORS AND UNION STAFF 

Page 

Page 

47 
50 

53 

57 
59 

61 


CITIZENAUDIT.ORG PAGE #039
SHU LOCAL 503, OREGON PUBLIC EMPLOYEES UNION 
BYLAWS 

ARTICLE I - NAME 

The name of this olga nimtion shall be the Service Employees International Union 
Local 503, Oregon Public Employees Union, hereinaft:er referred to as ti1e 
"Union". 

ARTICLE II - PURPOSE 

The Union is a labor organization estabfshed to represent and wolk for the 
benet of employees on matters of emoyment relatioI1s, through collective 
bargaining and collective bargaining contlact administration; t:I1rough pursuit of 
merit wstem remedies and oti1er remedies of law and rule; binding aibitration, 
worksite activities, political organizing and self-help activities; through active 
initiation or support of legislation and ballot measures benecial to such 
employees; through active opposition to legislation and ballot measures 
detiimental to t:|1e interests of such emoyees; and t:hrough providing services 
and benefits for the common good, in a manner compatible with the public 
interest. 

ARTICLE - MEMBERSHIP 

Section 1. The Union has fwe (5) types of membership: active, semi-active, 
associate, retired, and staff. 

Section 2. Active Membership. 

Active membership in the Union is open to non-supervisory and non- 
condential employees employed in bargaining units for which the Union 
is the exclusive collective bargaining representative, or units cunentiy 
being organized by the Union. 

Active membership status shall continue duiing the period of time that 
an employee is on autl1orized leave or for the ninety (90) days of 
layoff status. 

Every active member has all rights of Union membership and has 
equal rights and privileges within the Union. These rights include, but are 
not limited to, the right to nominate candidates, to vote in elections or 
referendums of the Union, to hold ofce at all levels of the Union, to 
attend membership meetings, and to participate in the deliberations and 

Bylaws - Page 1 


CITIZENAUDIT.ORG PAGE #040
voting upon the business of such meetings, subject to reasonable rules 
and regulations of t|1e Union for ti1e conduct of such meetings. 

Every active member of the Union has ti1e right to meet and assemble 
freely witi1 other active or retired members; to express any views, 
arguments, or opinions; and to express at meetings of ti1e Union such 
member's views about candidates in an election of ti1e Union or about any 
business property before ti1e meeting, subject to ti1e Union's established 
and reasonable rules pertaining to ti1e conduct of meetings. However, 
nothing in subsection or of this Section shall be construed to 
impair the right of the Union to adqat and enforce reasonable rules as to 
ti1e responsibility of every member toward ti1e Union as an institution and 
to such member's refraining from conduct that would interfere with the 
Union's performance of its legal or contlactual obigations. 

A member's right to attend meetings shall not be limited to those of 
his] her Local, the Board or its committees, but shall apply to meetings of 
any Local although the meniJer's right to vote at such meeting shall be 
govemed by the estaliished policies of sum meeting group. The visiting 
member should be identied as a guest. Nothing in this provision shall 
limit the Board's ability to conduct its business in Executive Session in 
applopliate circumstances. 

Section 3. Semi-Active Membership. 

Semi-active membership is limited to seasonal employees on layoff 
status in bargaining units for which the Union is the exclusive collective 
bargaining representative. 

A semi-active member may hold any ofce, provided that they remain 
members in good stancing and pay dues at the associate member late 
while in semi-active status. Semi-active members shall receive all general 
publications sent to active members. 

Section 4. Associate Membership. 

Associate membership is open to employees excluded from active 
membership in the Union, staff, or members of afliated labor 
organimtions. 

An associate member of ti1e Union may not vote; may not nominate 
candidates; may not hold any ofce in the Union; may not attend or speak 
at n1embership meetings of ti1e Union except by invitation of the ofcer or 
ofcers in charge of the meeting; and may not participate in deliberations 
on Union business. 

Bylaws - Page 2 


CITIZENAUDIT.ORG PAGE #041
Section 5. Retiree Membership. 

Retiree membership is open to persons who, while employed, were 
active or associate members of the Union or its predecessor orgarimtiom 
or other SEIU afliated unions. 

Except as provided in the Corstitution, retired members belonging to 
the Retiree Local have all ti1e rights of Union membership except ti1ose 
rights excluded herein, and t:|1at t:|1e President of t:|1e Retiree Local 001, or 
in his/ her absence, the Vice President of the Retiree Local 001, shall have 
voting rights as a member of the Board. Delegates to General Council 
shall have the same voting rights as other General Council delegates. 

Notwithstanding the provisions of subsection of this Section, no 
retired member, inducing any retired Past President, who imn1ediately 
prior to retirement was not an active member, under Section 2 of this 
Article, shall have any membership rights ot:l1er than the right to 
partidpate in programs made especially available for retired persons; the 
right to meet and assemble with other retired members for the purpose of 
dealing with matters or concerns relating only to retired members; and 
the right to express views and vote at such meetings on such matters or 
concems. Exceptions to this policy may be granted to fonner active 
members of the Union who spent the majority of their employment in the 
bargaining unit. This action requires a unanimous vote of the Board. A 
retired person granted this exception by the Board has the same 
membership rights as other retired members who retired in active 
member status. This action may be revoked by a majority vote of the 
Board. 

All retired members are placed in one sl:atewide Retiree Local. 

Section 6. Staff Membership. Staff membership is open to Union staff. Staff 
members have ti1e right to: 

Submit resolutions to General Council, vote on dues increases and 
other union govemance issues, including economic and social policy 
positions, but not on issues specic to bargaining units. 

Serve as a representative, with full voting rights on all issues, to any 

labor board, conference, conver1tior1, or other function, if elected by t|1e 
membership or designated to do so by t|1e Board. 

Bylaws - Page 3 


CITIZENAUDIT.ORG PAGE #042
Nomirate candidates and vote in statewide Union elections. 
Run for and serve in ti1e ofce of Executive Director. 

Section 7. Subject to approval by ti1e Board of Directors, eligibility for conning 
membership may be extended to former active members who separate from 
employment in a bargaining unit cunently or fonnerly represented by the Union 
and to fonner staff members who separate from employment with ti1e Union. 

Section 8. Membership is contingent upon payment of dues as provided in this 
Document. (See Article XIX) 

ARTICLE IV - LOCALS 

Section 1. Locals are sub-components of the Union comprised of the active and 
semi-active members for each state agency, each subsection of a state agency 
designated as a Local by the Board of Directors (as requested by ti1e members in 
the affected agency) or oti1er bargaining unit represented by the Union or other 
non-state agency bargaining u1it. All alternate structures must be approved by 
the elected leaders of the affected Locals (or the bargaining team, in the case of 
newly formed Locals that do not yet have elected leaders) and the Board of 
Directors. 

Section 2. A regular Local may also be formed by afliation of an existing 
employee organization witi1 this Union. Afliation shall be pursuant to an 
ailiation agreemer1t between the organimtion and the Union approved by the 
Board and signed by the President and Secretary-Treasurer oft:l1e Union. 

Section 3. Each Local shall le with the Union's Secretary-Treasurer a signed 
and ratied copy of the Local's provisions for self-gover11ment and any 
subsequent amendments thereto. Any portion of a Local's provisions for self- 
government in oonict with t|1e Bylaws of the Union or any resolution approved 
by the General Council shall be void. 

Section 4. All active members of the Union shall belong to a Local. An active 
member may hold membership in more than one Local at a given time, if 
employed by more than one emoyerwith Union bargaining unit members. In 
such cases, the member holds full nrembership rights in each of the Locals where 
they have membership, but may only have one vote in statewide issues. In 
order to be able to cast one vote for industry representation in the statewide 
Board election, a dual Local member shall have a primary industry seat 
determined by where the longest membership status exists. For purposes of this 
Article, "statewide" shall also include one representational vote at such events as 
General Coundl, bargainirg confe-ences, SEIU conventions, etc. 

Bylaws - Page 4 


CITIZENAUDIT.ORG PAGE #043
ARTICLE V - MEMBER BILL OF RIGHTS AND RESPONSIBILITIES 
IN THE UNION AND ON THE JOB 

Section 1. Rights and responsibilities of Union members in the Unbn include the 
following: 

The right to have opinbns heard and respected, to be informed of 
union activities, to be educated in union values and union skills; 

The right to choose the leaders of the Union in a fair and democratic 
manner; 

The right to a full accounting of union dues and the proper 
stewardship over Union resources; 

The right to particiaatae in tl1e Union's bargaining efforts and to 
approve Union contiacts; 

The right to have members concems resolved in a fair and 
expeditious manner; 

The right and responsibility to use their collective st:rength to support, 
propose, amend or oppose laws or ballot measures tl1at affect employees 
rights and to otherwise help build a political voice for workers in Oregon 
and elsewhere. 

The responsibiity to help build a strong and effective labor movemer1t, 
to support the organizing of unorg nized workers and to stand up for 
one's co-workers and all other workers; 

The responsibility to be infor1ned about the internal governance of the 
Union and to participate in the conduct of the Union's affairs; 

The responsibiity to (D|1tli|1lte to the support of the Union; 
The responsibility to treatall workers and members fairly; 
The responsibility to offer constructive criticism of the Union. 

Section 2. Rights and responsibilities of Union n1embers on the job include t|1e 
following: 

Bylaws - Page 5 


CITIZENAUDIT.ORG PAGE #044
The right to have work tl1at iswortl1whi|e to society, persondly 
satisfying to tl1e worker, and which provides a decent standard of living, a 
healthy and safe workplace, and the maximum possible employrner1t 
security; 

The right to have a meaningful and prcteclaed voice in the design and 
execution of one's work and in ti1e long term planning by ones employer 
as well as the train'ng necessary to take part in such planning; 

The right to fair and equitable treatment on the job; 
The right to share fairiy in the gains of the employer; 

The right to participate fuly in thework of the Union on ti1e scope, 
content and of one's job; 

The responsibility to partidpate in ti1e Union's efforts to establish and 
uphold collective principles and values for effective work partidpation; 

The respor1sibi|ity to recognize and respect the interests of all Union 
members vv|1en making decisions abcut Union goals; 

The responsibility to be informed about the indistiy in whid1 one 
works and about the forces t|1at will affect the condition of workers in the 
industry; 

The resporsibility to partidpate fully in the Union's efforts to expand 
the voice of workers on the job; 

The responsibiity to give fully and fairiy of one's talents and efforts on 
the job and to recognize the legitimate goals of one's employer. 

Section 3. All members of tl1e Unbn shall have and may freely exercise the 
rights of union members set forth in law i1dudi1g, but not limited to, the Union 
Members Bill of Rights" of the Labor Ma1agema1t Reporting and Disclosure Act 
(LMRDA)which is set forI:h in Appendix 2 of this dowmmt. 

ARTICLE VI - MISCON DUCT OF MEMBERS 

Section 1  Members who engage in ti1e following or other fonns of misconduct 
shall be subject to discipline up to and including revocation of and 
expulsion from the Union pursuant to the disciplinary procedures set forth in 
Appendix 4 of this document. 

Fail to support the Bylaws and otl1er goveming documents of the 
Union to the best of his or her ability; 

Bylaws - Page 6 


CITIZENAUDIT.ORG PAGE #045
Fail to pay dues and lawful assessments as called for in Article  

Engage in any conduct or speech which is intended to harm t:l1e Union 
or its operations; specically, the following: 

(1) Conspire witi1 management to ti1e detriment of ti1e Union or 
vm'th ti1em in collsion agai1st collective bargaining by the Union; 

(2) Solicit another labor organiation or solicit oti1er Union 
members or oti1er employees eligible for Union membership to 
become a n1ember of another labor organization; 

(3) Pass information or initiate petitions which: 
a. Call for a new labor olganization; 
b. Seek to decerlify t:l1e Union; or 

c. Call for members to side with management in opposition 
to the Union in collective bargaining or othenrvise. 

Take any action, which is incormatblewilh t:I1e purpose of ti1e Union; 

Take any action, which is in conict with ti1e expressed or implied 
powers conferred by the Union's goveming documents; 

Publish or make public statements that declare or imply that the Union 
endorses, opposes or recommends a ballot measure, political candidate, 
legislation or any other position when the Union has not, in fact, done so; 

Solicit funds or enter into any contact or other anangement regarding 
goods, property, or senrices in the name of the Union, or in such a 
manner as to imply endorsement by the Unbn, unless approved by the 
General Council or by the Board. This limitation shall not apply, however, 
to witl1 a strictly sodal or administrative purpose; 

Make a false statement or representation of a material fact, knowing 
it to be false, or who knowingly fails to disclose a material fact, in any 
document, report, or other infonnation required under the provisions of 
the Union's Bylaws; or who willfully nes a false ent:ry in or willfully 
conceals, withholds, or destroys any books, records, reports, or 
statements required to be kept by any provision of the Bylaws, shall be 
expelled from the Union. 

Bylaws - Page 7 


CITIZENAUDIT.ORG PAGE #046
Section 2. A membe whose membership has been revoked may be reinstated 
by a three-fourtl1s vote of t:l1e Board after six (6) months from the date of 
revocation. 

Section 3. Not:l1ing in this Article is intended to, nor should it be construed to, 
limit the nights of any member or group of members to exercise their rights of 
free speech, redress of grievances, and dissent. 

ARTICLE VII - RESPONSIBILITIES OF OFFICEIE AND DIRECT OIG 

Section 1. Responsibilities of Statewide Ofcers, Local Ofcers, Directors and 
Assistant Directors include the following: 

Act to nrthe the purposes and principles of the Union and the 
interests of its Members; 

Presewe and defend t|1e good name of tl1e Union; 

Use the privileges of any Union ofce, whether elected or appointed, 
to support, protect, and furI:he the purposes, policies and procedures of 
the Union and to adlnere to its goveming documents; 

To prudently handle any Union scal matters, especially handling of 
Union funds, in conformance with accepted accounting principles, sound 
scal management and all duciary responsibilities imposed by law; 

To not engage in any conduct or speech, which is intended to harm 
the Union or its operations unless such speech or conduct is protected by 
law; 

Any Local Ofcer, Committee Chairperson, Statewide Ofcer, Director, 
Assistant Director, or Union Steward who is an acting supenrisor, 
"temponary manager," or in a developmental management position for 
more than thirty (30) consecutive calendar days, shall notify the Union 
President and be granted a leave of absence om their Union ofce: for 
the tinne in management; 

Willful violation of any provision of the Union Bylaws shall be cause for 
removal from any ofce held and the membe will be restricted om 
running for any steward or ofcer position for two years, subject to the 
applicable provisions of the SEIU International Constitution and Bylaws; 

Any ofcer who makes a false statement or representation of a 
material fact, knowing it to be false, or who knowingly fails to disclose a 
matenial fact, in any document, repont, or othe infonnation required 
under the provisions of the Union's Bylaws, or who willfully makes a false 

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CITIZENAUDIT.ORG PAGE #047
entry in or willfully conceals, withholds, or destroys any books, records, 
reports, or statements required to be kept by any provision of the Bylaws, 
shall be expelled from the Union. 

Section 2. Statewide Ofoers, Local Ofoers, Directors and Assistant Directors 
may be removed from ofoe pursuant to the procedures set forth in Appendix 5 
of this document. 

ARTICLE - GOVERNANCE OF THE UNION 

Section 1. The General Council is the supreme goveming body of tire Union and 
shall meet in regular session every even-numbered year. 

Section 2. The Board is the governing body of the Union between sessions of 
General Council, and the administration of the affairs of the Unbn is vested in 
the Board. 

Section 3. The Executive Committee of the Board is the goveming body between 
meetings of the Board. 

Section 4. In addition to this document, the Union shall maintain a governing 
document termed Administiative Policies and Procedures To the extent 
a provision in the oonicts with a provision in this document, the terms of 
this document shall prevail. 

The documer1t is amendable by both the General Council and the Board. 
Provisions adopted by a majority vote of the General Council shall be kept 
distinct from those adopted by the Board. Provisions adopted by the General 
Coundl may be amended by the Board using the General Coundl process. 

Beginning February 1, 2011, the shall be a wholly Board of 
Directors document except for those provisions for which an adopted 
General Council resolution, or other conclusive evidence, is presented 
to the January 2011 Board meeting to establish that a particular 
provision had previously been adopted by t|1e General Council. Any 
adoption/approval of a revised version of the by the 2010 
Ger1era| Council shall not be evidence of prior General Council 
adaptation for purposes of this Section. 

All special rules of order goveming Board of Director Meetings shall be 
placed in a separate document named by the Board. 

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ARTICLE IX - THE GENERAL COUNCIL 
Section 1. 

The General Council shall meet in regular session witi1in ti1e State of 

Oregon during every even-numbered year on dates xed by the Board of 

Directors. 

A special session of tl1e General Coundl may be convened: 
(1) On t:l1e call of the President, vviti1 ti1e approval of ti1e Board, 
with at least ten (10) days mitten notice to each General Council 
delegate; 
(2) On written demand of two-thirds of the Locals, addressed 
to the President and witi1 at least thirty (30) days written notice to 
each General Council Delegate. 

Any call to a special session shall specify the subjects on which action by ti1e 
General Coundl is sought. 

Section 2. 
The delegate roster of the General Council consists of: 
(1) Delegates from the Locals, including Retiree Local; 

(2) Board Members and Boald Members-elect, including 
Statewide Ofoers; 

(3) Assistant Directors and Assistant Directors-elect; 

(4) Past Presidents. 
Eligibility for delegate is limited to active and semi-active members or 
retired members who were active members at t|1e time they retired or had 
t:heir aclive status reinstated by the Board in accordance with Article  
MEMBERS-IIP, Section 5(c) of this document. 
Delegates shall serve a two (2)-year term. Alternates who beoorne 

delegates at General Council will become delegates of recold for the 
two (2)-year term. 

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Section 3. Representation. 

Local Representation. Each Local is entitied to a mirinum of one (1) 
delegate. Representation in ti1e General Council is otherwise accorded to 
each Local on the basis of one (1) delegate for each one hundred (100) 
members or majority fraction ti1ereof. The number of delegates to which 
a Local is entitled shall be determined by t:he most recent Union  
Membership Report prior to the deadline for notication of delegate 
strength or by ti1e average annual membership of the previous twelve 
(12) months available, whichever is higher. 

Past Presidents. Past Presidents of the Union who are active 
members, staff members, or who are retired members and were active 
members at the time they retired or have had their active status 
reinstated by the Board in accordance wit:l1 Article MEMBERSHIP, 
Section 5(c) of this document are pennanent delegates to General 
Cound I. They have all delegates rights and privileges. 

Section 4. Accreditation. A Local delegate is accepted as a member of General 
Council upon presentation and acceptance at the regular session and/or special 
session of Ger1era| Council with creder1tia|s signed by an ofcer cf his/ her Local. 
Statewide Ofcers, Directors, Assistant Directors, and the Retiree Local President 
are accepted as members upon presentation and acceptance of credentials 
signed by the Union President or Secretary-Treasurer. 

Section 5. Voting. 

Franchise. Each person who is a voting member of the Ger1era| 

Council is entitied and limited to a single vote on each issue, regardless of 

number of positions held. 

Proxy. There is no proty voting at General Council. 

Quorum. A quorum at the General Council is present if two-tl1irds 

of the delegates are present, provided one-half of all the 

Locals are represented. 

Section 6. Resolutions. 
Resolution Process. 

(1) The object of the resolution process is to seek a plan for solving 
problems for which no satisfactory plan of solution exists; to 

express a view not previously expressed to date; or revise the 
Union's position on a particular economic or social concem which 

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directly or indirectly affects members of ti1e Union. Plans of 
solution and views expressed shall be compatible with ti1e general 
welfare and within the purpose of the Union. Resolution 
sponsorship is an indication of the endorsed need to solve a 
problem, not r1ecessarily an endorsement of the proposed solution; 
or the endorsed need to express a view, not necessarily an 
endorsement of the view expressed. Sponsorship also means that 
no satisfactory solution or expressed view can be found by any 
action other ti1an Ger1era| Council's. 

(2) Resolutions may be aut:|1ored by any member. Resolutions 
should be in the form outiined by the Resolutions Review 
Committee Resolutions that are proposed arner1dments to the 
Union's Bylaws must refer to the specic poltions amended with 
words to be struck in brackets and new words to be inselted 
undertined. Local Ofcers are responsible to provide assistance. 

(3) Resolutions may be presented at Local meetings to seek 
sponsorship The Local may endorse or reject sponsorship. In the 
ever1t that the Local does not endorse the resolution, the author of 
the resolution may, after having obtained the signatules of fty 
(50) active members, present it to the Resolutions Review 
Committee. Resolutions written by a Standing Committee of t|1e 
Union are sent directiy to t|1e Resolutions Review Committee witl1in 
the same time limits provided in Section  

(4) Resolutions must be presented to the Resolutions Revierv 
Committee at least ninety (90) days befole General Council, except 
that the Board may submit resohtions up to one month before 
General Council. 

(5) Untimely resolutions will not be accepted unless the subject 
matter is of such an emerger1cy nature that it codd not have been 
submitted in a tin1ely manner. The decision as to the acceptance 
of late resolutions will be the responsibility of the Resolutions 
Review Committee. If denied, the submitling parties may appeal 
such a decision to the Board. 

(6) No member's resolution will be denied because of a technicality 
and] or its fom1at. 

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Duties of Resolutions Review Committee. 

(1) The Resolutions Review Committee shall meet and review 
rsolutions submitted in a timely manner so that resolutions will be 
included with the mailing of delegate registration packets. 

(2) Resolutions accepted by ti1e committee will be edited prior to 
submission for General Council. The editing process shall not 
change the object of any Iesolution. 

(3) Resolutions go to ti1e legal and political staffs for comment and 
to the Union Finance Committee for a cost estimate. 

(4) The committee will return resolutions which are duplications of 
existing policy resolutions togeti1er witi1 a reference to where this 
matter has previously been addressed. 

(5) After tl1e submission deadline, ti1e President will recommend 
assignment of the nalized resolutions to General Council 
committees for committee hearing and action. Resolutions will be 
printed for inclusion in delegate packets. 

(6) The original date of submission to the Resolutions Review 
Committee is me controlling date. In the event a resolution is 
retumed to the sponsor for furtl1er review and/or action, no late 
resolution penalty shall apply. 

Section 7. Ofcer Installations. On the last day of the regular session of the 
General Council, the newly elected Directors, Assistant Directors, and the Retiree 
Local President shall be installed. The President may designate the person or 
persons whom the Union imites to administer the oaths of office and conduct 
the installation. 

Section 8. Expenses. Authorized expenses of members of the General Council, 
when attending any session of the Council, are paid by the Union. 

Section 9. Voting Between Sessions. 

A vote on an issue may be required from the Genelal Council between 
sessions by either the Board or by an initiative petition signed by 20 
perceI1t of the active membership or endorsed by 30 percent 
of tl1e Locals. When a vote is required by ti1e General Council 
between sessions, the Board shall formulate the question and shall set a 
time for distribution and retum of written ballots containing the question. 

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Voting shall be by those persons entitied to vote as delegates if a special 
session were called. 

The Executive Director shall distribute ballots to those persons entitied 
to vote, togeI:her witi1 directions for voting, and any available supporting 
or opposing arguments pertinent to the question. The tally of votes and 
of results shall be made by the Secretary-Treasurer. 

Section 10. General Council Comnittees. 

Regular General Council Committees. The following Ger1era| Council 
committees are authorized: Employee Representation, Membership 
Affairs, Retirement, Employee Benets, Bylaws, Union Operations, 
Economic and Social Aiairs. 

Procedural and Special General Council Committees. Other authorized 
General Council committees include: Credentials, Rules, and General 
Coundl Plarrirg. There shall be ol:l1er General Council committees as 
each Board of Directors or ti1e General Council may from time to time 
determine to be necessary and authorize. 

Appointment of Committee Members. 

(1) The President, subject to conm1ation by the Board, shall 
appoint the members of all General Council committees and 
designate ti1e chairpersons tl1ereof. The members of these 
committees shall be members of t|1e Ger1era| Council, with the 
following exceptions: 

a. Members of the Credentials Committee may be appointed 
from t:he membership-at-large, indud'ng retired members of 
Union. 

b. Members of the Resolutions Review Committee shall be 
appointed from delegates who atter1ded the previous 
General Council and shall be appointed at least six (6) 
mcr1ths prior to General Coundl. 

(2) Nominees for any statewide ofce (Union President, Vice 
President, Secretary-Treasurer, Executive Director) shall not serve 
as chairpersons of any General Coundl committees. 

The Ger1era| Council Planing Committee shall serve as the General 

Council Critique Committee and shall be appointed by tl1e President. The 
committee receives suggestions on improving General Council, reviews 

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CITIZENAUDIT.ORG PAGE #053
such suggestions, and reports its rdings and recommendations to the 
Board within ninety (90) days after the conclusion of General Council. 

The Credentials Committee receives proof of election and passes upon 
the eligibility of each delegate to the General Council. 

(0 The Rules Committee meets before t:l1e convening of General Council 
and proposes rules to be adopted by the Council at its session. The 
committee may be called upon during the Council to assist t|1e 
Partiamentarian in tl1e interpretation of rules. 

Committee Handling of Resolutions. The remaini1g Ger1era| Council 
committees hear, consider, and make recommer1dations to the Council 
regarding resolutions referred to them by the Resolutions Review 
Committee, the President, or the Council. 

(1) A committee may, by two-thirds vote after open debate, 
elect to hold in committee any resolution assigned to it. These 
committees shall, after all resolutions have beer1 debated and voted 
upon in committee, publish a list of reso|ut:ions assigned to it and 
the action taken on them. This list will clearty indicate the 
recommendation or "held in committee" and be disI:ributed to all 
delegates. 

(2) The Ger1era| Council may, by sirrple majority, vote to call a 
resolution from committee for discussion by the Comcil delegates 
during the discussion of other resolutions from that committee or 
durirg new business. 

Section 11. The Presider1t of any General Council or Special General Council shall 
appoint a parliamentarian whose sole duty shall be to keep t|1e chairperson 
advised of proper partiamentary procedure and to advise the chairperson in the 
form of rulirgs on partiamentary qustions raised during the General Council. 
The person selected to serve in this capacity shall do so to the exclusion of any 
otl1er Ger1era| Coundl or Special Council ofce or job. 

ARTICLE X  CONVENTIONS 

Section 1. Effective September 2008, delegates to the SEIU Convention shall be 
detennined as follows: 

Statewide Ofcers and members cf tl1e Board of Directors 

shall serve as automatic delegates to the SEIU Convention, as long as 
they meet all criteria set out by SEIU (which may include having been 
elected in an LMRDA govemed election and having been a member in 

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CITIZENAUDIT.ORG PAGE #054
good standing for at least two years). For ti1e President of t|1e Retiree 
Local, ti1is may include t|1e Local meeting a threshold number of retiree 
members. If there are more people entitled to delegate status ti1an the 
number of delegate slots to which the Union is entitled, then the 
Statewide Ofcers will be automatic delegates, and names of eligible 
Directors will be randomly chosen until all delegate slots are lled. If 
t:here are fewer people entitied to delegate status than the number of 
delegate slots to which the Union is entit:led, then Assistant Directors who 
meet SEIU criteria will be randomly chosen until all delegate slots are 
lled. 

ARTICLE XI - BOARD OF DIRECTORS 

Section 1. The Board of Directors of the Union (the Board) is comprised of 
Directors holding the seats set forth in Appendix 1 to this documert, the 
Statewide Ofoers and tl1e President of Retiree Local 001, and in his/her 
absence, tl1e Vice President of the Retiree Local 001. 

111e Directors/Assistant Directors elections shall be concluded by May 
1 of even-numbered years. 

The term of ofce for the Board, excluding Statewide Ofcers, shall 
begin with installation during a regular session of the General Council, and 
shall end with the installation ceremony held for a new Board during the 
next regular session of the General Coundl. 

A member can serve as a Director for only two (2) tenns in any six 
(6)-year period. 

Directors and Assistant Directors, ot:l1er than Directors or Assistant 
Directors from the Retiree Local, shall be active members of the Union. 

Section 2. Powers of the Board. 

The Board shall have such powers and duties as are set forth in this 
and ot:her goveming documer1ts of the Union; shall cany out any and all 
recommendations and instructions from the General Council; and exercise 
ger1era| authority consistent t|1erewith to formulate the program and 
administer the affairs of the Union between sessions of the General 
Coundl. 

The Board may adopt such rules and delegate such power as it deems 
appropliate, consistent witl1 ti1e Union's goveming documents. 

Section 3. Regular Meetings of the Board. 

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The Board shall hold at least six (6) ger1era| meetings each calendar 
year. The dates for tl1ese meetings shall be published in tl1e union 
newsletter in the issue published after the beginning of the calendar 
year. 

Other regular meetings of the Board shall be held at the call of me 
President, upon at least ten (10) days written notice to each Board 
member or by call of two-thirtb of tlie members of the Board, witi1 
fteer1 (15) days written notice to each member. 

Section 4. Special Meetings of die Board may be called by a majority of the 
Board, upon ve (5) days written notice, and are limited to a consideration of 
the matters specied in the call. 

Section 5. Quorum of the Board. A majority of the members of the Board shall 
constitute a quorum. 

Section 6. The Board shall determine salaries, fringe benets, and conditions of 
employmer1t for die Executive Director through negotiations between the 
Executive Director and the Board. 

Section 7. Terms and conditions of employment for represented employees of 
the Union shall be subject to collective bargaining, in which the Union shall be 
represented by a committee consisting of management staff members appointed 
by the Executive Director and active Union members appointed by the Presider1t 
and aprroved by the Board. 

Section 8. The Board shall follow procedures to protect the rights of dissenting 
Local members and assure operation of democratic processes. 

Section 9. Directors shall perform ti1e following functions and duties as well as 
other fmctions and duties as appropriately assigned. 

Assist members; 
Encourage etl1ica| uct an1cng members; 
Keep the Assistant Director infonned of Board matters; 

Represent the members at meetings of the Board and serve on 
committees of the Board. 

Upon accepting any assignment to work on the staff of tlie Union 

for a period expected to last thirty (30) days or more in duration, a 
Director shall temporarily step down fran the duties of Director and 

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tl1e Assistant Director shall take over his] her duties until the period of 
employment on Union staff is ended. 

Actively partidpate in campaigns approved and endorsed by the 
Board whenever possible. This includes, but is not limited to, phone 
lnidng, canvassing, signature gathering, moving petitions, or 
participation in worksite campaigns. 

Serve as a delegate to ti1e SEIU Convention, consistent witi1 the 
provisions of ti1e goveming documents of the Union and the 
Intemational Union. 

Section 10. Assistant Directors shall perfam the following fundions and duties 
as well as ot:l1er fund:ions and duties as appropriately assigned. 

Serve in the absence of the Director; 

Assist ti1e Director in carrying out his] her duties; 

Upon appointment by the Board, succeed to t:l1e ofce of Director; 
Serve on committees of t:l1e Board; 

Serve as a delegate to the SEIU Convention, oonsisteI1t with the 
provisions of the goveming documents of the Union and the 
Intemational Union. 

Section 11. Before a Director-elect or an Assistant Director-elect may assume 
ofce, the Credentials Committee, if the General Council is in session, or the 
Board if it is not, shall be furnished with a copy of the oeltied election tally 
sheets signed by the Secretary-Treasurer of ti1e Union. 

Section 12. There shall be a mandatory olientation session for the members of 
ead1 new Board held in a timely manner following installation of the new Board. 

Section 13. If a Director resigns, is removed om ofoe, or ceases to work in 
the region from wh'r:h he or she was elected (or in the employer group from 
which he or she was elected in the case of Directors representing employer 
groups), the Board shall appoint the Assistant Director to serve the remaining 
portion of the Director's term. If there is a vacant Director position and there is 
no Assistant Director from that region or employer group, an election will be hetl 
within sixty (60) days to elect a Director to serve the remaining portion of the 
term. Elections will not be held to ll vacancies unless bot|1 tl1e Director and 
Assistant Director positions are vacant 

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CITIZENAUDIT.ORG PAGE #057
ARTICLE XII - EXECUTIVE  

Section 1. The Executive Committee consists of ti1e President, who shall chair 
the committee; ti1e Immediate Past President; the Vice President; the Secretary- 
Treasurer; the Executive Director; and t:|1ree (3) Directors elected by the Board 
to serve tenns not to exceed twelve (12) months. 

Section 2. Election of ti1e Executive Committee shall be done at ti1e meeting 
of tl1e Board following every regularty sd1eduled General Council, and every 
twelve (12) months tl1ereafter. 

Section 3. The Executive Committee shall conduct hearings and decide appeals 
from Locals conceming the imposition of a trusteeship. (See Article Section 
6 of t:his document.) 

ARTICLE - STATEWIDE OFFICEIE 

Section 1. The Statewide Ofcers of ti1e Union are: President, Immediate Past 
President, Vice President, Secretary-Treasurer, and Executive Director. 

Section 2. The Statewide Ofcers, except t:l1e Immediate Past President, are 
elected by t:l1e membership statewide. The President becomes the Immediate 
Past President upon installation of a successor. There is no altemate or 
replacement for an Immediate Past President. 

Section 3. A member can serve as the President for only two (2) consecutive 
two (2)-year terms or a major portion thereof in any five (5)-year period. 

Section 4. A member can serve as the Vice President, or the Secretary-Treasurer 
or a Director for only two (2) tenns in any six (6)-year period. 

Section 5. Statewide Ofcers shall be active members of the Union except tl1at 
the Executive Director and the Immediate Past President may maintain Staff 
Membership status or other Union n1embership status except associate 
membership. 

Section 6. In the event a Statewide Ofcer, other than the Executive Director, is 
removed from ofce, the Board may appoint a Board member or Assistant 
Director to serve the remaining portion of the term. In the case of a vacancy in 
the position of Executive Director, the Board may ll the podtion as it sees t. 

Section 7. The President shall be paid a salary (tlrough his or her respective 
employer if possible) during his] her term of office. That salary sl1a|| be ti1e salary 
he] she eams in the bargaining unit position held at the beginning of the term, 
including any increases due during the term. But no less than step 6 of the 
organizer salary chart. The Union shall also compensate the President at the rate 

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CITIZENAUDIT.ORG PAGE #058
of four hundred dollars ($400.00) per monti1. The President shall receive no 
salary or oti1er payments than those provided by the Union or by his/her 
bargaining unit employer. 

Section 8. The President shall serve on a full-time basis during the tem1(s) of 
ofoe as a Fair Labor Standards Act exempt individual. 

Section 9. The Union shall compensate the Vice President and the Secretary- 
Treasurer at the rate of $130 per month while in his] her respective positions. 

Section 10. The Union will hold hannless and make whole any past president or 
future president from nancial loss, as determined at the time they complete 
their term of ofce, in their retirement plan due to lost time for senrice as 
president. 

ARTICLE XIV - DUTIES OF STATEWIDE OFFICERS 

Section 1. The President shall perfonn ti1e following functions and duties as well 
as other functions and duties as appropriately assigned. 

Preside at all meeting of the Ger1era| Council, Board, and Executive 
Committee; 

Set the agenda for Board meetings and act as the Board administrator 
Act as ti1e chief spokesperson for the Union; 

Appoint the chairs and members of Committees or Special Councils 
pursuant to the procedures set out in Article XVII Section 1 of this 
document; 

Appoint and, for cause, dissolve all Special committees, subject to 
approval by the Board; 

Serve as a non-voting ex-oicio memba of all Standing Committees; 

Deliver to the General Council a report on his] her administration with 
sud1 recommendations as deemed advisable; 

Cease, upon election, to hold ofce in any Local; 

Attend and represent ti1e Union at national or regional meetings, 
including coalitions in which the Union is participating. If the Vice 
President is unavailable, the President may delegate a representative to 
this responsibility. 

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Serve as a Union delegate to ti1e SEU Intematioml Convention. This 
rsponsibility may not be delegated. 

Representthe Union on t:l1e SEIU Oregon State Council; 

(I) Assist in development and oversight of ti1e Union's intemal and 
external communications program, in conjunction wit:l1 the Executive 
Director and Commuications Department staff; 

Cor1sider and decide on appeals from Arbitration Screening Panels; 

Coordinate ti1e activities of t:l1e Directors and Assistant Directors to 
implement stiategic goals adopted by the Board of Directors, the Union 
and ti1e Intematior1al Union; 

Represent the Union at ti1e Legislature and in ballot measure 
campaigns in conjunction with the Executive Director and the Political 
Departn1ent staff; 

As detailed elsewhere in this document, the President shall also: sign 
afliation agreements (Art. receive certain notices (Art. VII  
sign General Council delegate credentials (Art. IX  perform 
various functions and make certain appointments (with Board approval 
where appropriate) at Ger1era| Council (Art. IX  and (6), 10(c), 
and 11); make other appoi1tments (Art. XI  5, and 
perform functions set out in Disciplinary Process Trial and Appeals 

(Appendix 4  1). 

Section 2. he Immediate Past President shall perfonn the following functions 
and duties as well as other functions and duties as appropriately assigned. 

Advise t|1e President; 

Serve as a nonvoting member of the Board and t|1e Executive 
Committee; 

Serve on committees as appointed by the President; 
Provide orientation for General Council delegates; 

Serve as an advisor and nonvoting delegate to the SEIU 
Inter11ationa| Convention. 

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Section 3. The Vice President shall perform the folowing functions and duties as 
well as other functions and duties as appropriately assigned. 

In ti1e absence of or upon request of ti1e President, perform the duties 
of the President; 

Replace the Plesident for t:I1e uneqaired term in the event of the 
death, incapacity, resignation, or removal of the President; 

Serve as t|1e chairperson of the Rules Committee, a member of ti1e 
Executive Committee and a n1ember of the Union Finance Committee and 
on such other committees to which he/she is appropriately assigned or 
appointed. 

Serve as a delegate to the SEIU Intemational Convention. 

Section 4. The Secretary-Treasurer shall perform the following funcliors and 
duties as well as other functions and duties as appropriately assigned. 

111e Secretary-Treasurer, wolking with staff as designated by the 
Executive Director, shall: 

(1) Keep a correct record of the meetings of the General Council, 
the Board and Executive Committee; 

(2) Be custodian of t|1e records of the Union including eleclion 
records; 

(3) Serve as the chairperson of the Union Finance Committee and a 
member of the Executive Committee; 

(4) Be responsible for oversight of the Union's nances and 
investments; 

(5) Collect the money; keep t|1e accounts and books of the Union; 
and render a statement, after a ceied audit of t|1e accounts and 
books of the nancial condition of the Union, to the General Council 
and at such other tin1es as requested by the Board; 

(6) Coorci nate and keep cunent a list of policies and procedures of 
the Union. 

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CITIZENAUDIT.ORG PAGE #061
The Secretary-Treasurer shall: 

(1) Be responsible to ti1e Board for anrud reviarv of the scal 
operation oft:he Union and Locals; 

(2) Serve on such committees as degnated by ti1ese Bylaws and 
towhich he] she is appointed by the President; 

(3) Serve as a delegate to ti1e SEIU Convention. 

As detailed elsewhere in ti1is document, tl1e Secretary- 
Treasurer shall: sign afliation agreements (Art. sign 
General Council delegate credentials (Art. IX  sign certied election 
tallies (Art. XI  11); certify or make public various election results (Art. 
XV  6(i) and approve the holding of Local 
nancial records (Art. XXII  authorize certain payments to Locals 
(Art. XXII  12); notify Locals of failure to file governing documents (Art. 
perform functions pursuant to trusteeships of Local (Art. XXIV 
 2, 5 and and perfonn functions set out in Disciplinary Process Trial 

and Appeals (Appendix 4  1  4). 

Section 5. The Executive Director, or throtgh his] her delegate, shall perform the 
following functions and duties as well as other functions and duties as 

applopliately assigned: 

Serve as the chief executive ofcer of the Union and have general 
supervision of and direction over the daily activities of the Local, including 
employn1ent and supervision of staff, and expenditure of Union funds, 
subject to the nancial ability of the Union to pay and consistent with the 
priorities and policies of the Union as determined by the Board and the 

Bylaws; 

In conjunction with the Secretary-Treasurer and appropriate staff, 
maintain records of the meetings, bank accounts and nancial 
transactions, purchase insurance and bonds, collect moneys and maintain 
the books of the Union, maintain and coordinate cunent policies and 
procedures of t|1e Union, and prepare an annual budget for tl1e Union. 

Serve as a member of the Union's negotiating teams along with 
member representatives and staff assigned to sit at the bargaining table; 
oversee other daily activities of the Union such as organizing, contract 
administiation, political activity, and training. The Executive Director may 
appoint representatives to discharge any of t:hese responsibilities. 

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Provide regular reports to ti1e Board on the various programs and 
projects canied out by the Union. Such reports will allow for time for 
discussion and evaluation. 

Maintain an internal and extemal communications program  
t:he Local; represent the Union wit:hin the community and with the media, 
in conjunction with the President who serves as the chief spokesperson 
for the Union; 

Attend and represent the Union at dl appropriate national, regional, or 
Local meetings of a variety of organizations, including coalitions for which 
the Union is participating. The Executive Director may appoint a 
representative to discharge this responsibility. 

Serve as a Union delegate to t|1e SEIU Convention. This responsibility 
may not be appointed to ancther Union representative. However, a duly 
elected altemate delegate may serve, as appropriate, in tl1e Executive 
Director's absence. 

Cease, on election, to hold any office which until t:hen he/s|1e may 
have held in his] her Local. The Executive Director may not hold any other 
employment while holding this ofce nor receive a salary om any source 
ot:I1er than the Union. 

Section 6. Statewide Ofcer Vacancies. 

Consistent vviti1 ti1e provisions of Article Section 6, if a Statewide 
Ofcer, other than the Executive Director, is removed om ofce or if it is 
otherwise necessary to ll an ofce vacancy or newly created ofce at this 
level, the Board may appoint om the Board and Assistant Directors a 
person to serve the remaining portion of the term. In the case of a 
vacancy in the position of t|1e President, the Vice President will become 
the President. In the case of a vacancy in the position of Executive 
Director, the Board can ll the position om staff, active membership, 
om outside ti1e Union or as it otherwise sees t. 

Vacancy in any Local ofce shall be lled for the remaining portion of 
the term in such ofce in accordance with the provisions of the Loca|'s 
corstitution and bylaws. 

ARTICLE XV - ELECTIONS 

Section 1. Elections shall be conducted for Directors/Assistant Directors, 
Statewide Ofcers, Local Ofcers, Bargaining and Ger1era| Council Delegates and 
Altemates where applicable. 

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CITIZENAUDIT.ORG PAGE #063
Section 2. The provisions of th's Section shall apply to all elections conducted 
under this article. 

All elect:ions herein shall be conducted by secret ballot. It is the 
responsibility of the Union to secure the integrity and accuracy of t:I1e 
secret ballot. 

Eligibiity of members to nominate candidates and/or vote in any 
election is determined by tl1e nrember's status set fortl1 in Article  
MEMBERS-IIP of this document. 

All elig ble voters in good standing may nominate candidates (induding 
t:hemselves), be a candidate, and hold ofce subject to any resI:rict:ions 
contained in this document. 

A notice that nominations are open shall be distributed to all eligible 
voting members. The notice shall provide adequate time and opportunity 
for names to be placed in nomination and shall include the ofce(s) to be 
lled, the date(s), time(s), and p|ace(s) nominations will be accepted, a 
dacription of the duties of t:he ofce(s) and a proper form and 
indructions for submitting nominations, or a reference to a website where 
the last two items may be found. Members may receive hard copies of the 
referenced web materials upon their request 

Section 3. Campaign rules, candidate rights, and limitations applicable in all 
e|ecl:ions under this Article. 

No Union funds derived from dues, assessments, or other levies may 
be used to promote any person's candidacy. No employer may make 
contributions of cash or anyI:hing of value, either directly or indirectly, to 
promote any person's candidacy. And, no employee of the Union shall 
give or lend any money, goods, or services to aid the candidacy of any 
person seeking election. Members shall not be given free use of Union 
resources copy madrins, video eqripment) to promote any 
member's candidacy for Union ofce, except that any duly nominated 
candidate may, on an equal basis, have free access to computer 
equipment in Union ofces to comply with electronic ling requirements 
established by the Union. When approved by the Board, use of Union 
resources may be allowed on an equal basis with reimbursement for the 
actual costs involved. 

Except as otherwise provided in these Bylaws, every member shall 

have the right to vote or othenrvise support the candidates of such 
member's choice without being subject to any penalty, discipline, 

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CITIZENAUDIT.ORG PAGE #064
improper interference or reprisal of any kind by the Union or any member, 
employee, agent or representative. 

Staff who are members of the Union will be deemed to be in 
compliance wit:l1 and above if their activities regarding campaigns 
do not occur during regular working tours or during any other hours in 
which staff are assigned to, or workhg on union business of any kind. 

The Union shall comply with all reasonable requests by candidates to 
distribute campaign literature to eligible voters at ti1e candidate's personal 
expense. All candidates will receive equal privileges and opportunities to 
avail t:hemselves of ti1is senrice. 

Every candidate shall have the right, once within thirty (30) days prior 
to the election, to inspect a list containing the names and addresses of all 
Union members eligible to vote in that election. 

Candidates may be allowed to publicize tl1eir canditlaq in Union 
newspapers or at membership meetings, provided equal access and 
opportunity are afforded all candidates and they are so notied in 
advance. 

Union funds may be used for notices of elections, factual statements 
related to the elections, and for ot:her expenses necessary for holding an 
election but not for promoting one candidate over ancther. 

Candidates may, but are not required to, have observers at each 
polling place and at any tallying or any collection of the ballots. If a mail 
ballot is used, candidates shall be pennitted to have an observer preser1t 
while ballots are prepared and mailed and when ballots are received, 
opened, and counted. 

The Union shall, through written Board policies, take adequate 
safeguards to insure fair elections at all levels of t|1e Union. 

Section 4. Challenges to Elections 

A challenge of any election conducted under this Article must be 
signed by the cha||enger(s) and led within fteen (15) ca|er1dar days 
after the election results lave been published. Chalenges may be led 
only by persons eligible to vote in the election. 

The challenge shall be presented in writing to the Chair of the Member 

Representation Committee who shall fonrvard a copy to the President. 
Upon receipt of the cha||enge(s) the Prsident shall take steps to place 

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review of ti1e cha||enge(s) on ti1e agenda of ti1e next regular Board 
Meeting that would be able to consider the challenges. 

The Chair of the Member Representation Committee shall set a date at 
the earliest practical time for a meeting of the Member Representation 
Committee to hear and consider evidence in support of and in opposition 
to the challenge(s). Notice of the time and place of that meeting shall be 
given two the challenger-(s) and the indvidual(s) whose election is being 

d1aI|er1ged. 

Challengers and those whose election is being challenged may 
present written or oral evider1ce at the meeting. 

Chalengers will be pennitted to abmit evidence only on the specic 
challenges that were timely led. Any other evidence will not be received 
or considered and cannot provide a basis for overtuming an election. 

The Member Representation Committee may schedule additional 
hearings with notice of time and place provided to challenges and 
opponents of the challenge. 

The burden of showing cause for setting aside the election is on the 
challenging parties. 

Following its deliberations, the Member Representation Committee 
shall tiansmit a written recommendatior1 to the Board concemirg 
disposition of the challenge(s). Copies of that recommendation shall be 
provided to the challengers and the individuals whose elections were 

d1aI|enged. 

Upon consideration of the challenges and recommendations 

of the Member Representation Committee, the Board shall issue a written 
statement of its ndings, which may include adoptim of Member 
Representation Committee recommendations and direct the Union 
Secretary-Treasurer to certify the election or order a new election. The 
Board shall render its decision no later than ti1ree (3) months following 
the original election. 

Cha||er1ged elections shall be considered valid until declared otherwise 
by the Boa'd . 

Challenging and cha||er1ged parties may be permitted to speak in favor 
or against the challenges prior to the Board beginning its deliberations. 
Neitl1er shall be preser1t while ti1e Board engages in deliberations on t|1e 
cha||er1ges. 

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Section 5. Special Rules for Statewide Ofcer Elections 

The President shall appoint members to a Statewide Ofoer Election 
Committee, subject to ratication by the Board of Directors. The 
Statewide Ofcer Elections Committee shall designate the open period for 
nominations for Union President, Vice President, Secretary-Treasurer and 
Executive Director. Elections will be held following the biennial session of 
Ger1era| Council. Nomination forms will be made available to all eligible 
members statewide at least fteen (15) days prior to the oper1ing of 
nomimtions. Statewide Ofcer nominations shall be opened in 
cor1juncIion witi1 ti1ose of Directors and Assistant Directors with 
ndication being provided at the same time, but will be closed at 5:00 
p.m. ti1e second evening of the General Council in regular session. 

A notice of election stall be mailed to each member at his] her last 
known address at least fteen (15) days prior to election. The notice shall 
include ti1e date(s), tin1e(s), and p|ace(s) of ti1e election, and the manner 
in which the ballots will be cast. There will be no proxy voting. 

The Elections Committee shall hear complaints regarding election 
procedure or rule interpretations except as otherwise provided in Article 
XV Section 4 of this docunrent. 

In addition to t|1e safeguards and procedures specied in Section 3 
above, the following rules shall apply to the conduct of Statewide Ofcer 
elections: 

(1) All duly noninated candidates shall be invited to subnit 
campaign statements, including a personal photograph, as 
submitted on the nomination form, not to exceed 400 words in 
length, for a Voters Guide, which shall be published by the Union 
in a format and at a time approved by ti1e Elections Committee. 

(2) Additional copies of this Voters Guide shall also be made 
available free of charge to Locals for distribution to their 
memberships and, at actual cost, to duly nominated candidates, for 
distribution at Ger1era| Coundl or otherwise. 

(3) All duly nominated candidates shall, at their request, at any 
time thirty (30) days prior to the mailing of ballots through the 
deadline for receipt of ballots, be provided, at actual cost, with sets 
of n1embership mailing labels, sorted for statewide, regional, 
and/or Local memberships. Provision of ti1ese labels shall be 
conditioned on a candidate's statemer1t not to reproduce such 

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CITIZENAUDIT.ORG PAGE #067
labels, release them to an outside party, or use them for any other 
purpose 

(4) All duly nominated candidates shall be given equal opportunity 
to post campaign materials on all designated Union bulletin boards 
in 503-represented worksites. 

(5) All duly mminated candidates shall be given equal access to all 
Union meetings and conferences, provided that the opportunity to 
make campaign presentations shall be consister1t with the agenda 
and protocols for such meetings and conferences. 

(6) Members shall not be given free use of Union resources  
copy machines, video equipmer1t) to promote any n1ember's 
candidacy for Union ofce. When approved by the Board, use of 
Union resources may be allowed on an equal basis with 
reimbursement for the actual costs involved. 

(7) Each nominated candidate for statewide ofce of the Union 
may submit a candidate statement to be mailed with the ballots to 
members of the Union eligible to vote in this election. This 
statement shall be, limited to one (1) unifonnly formatted 
statement of four hundred (400) words or less and a photo (if 
supplied). Unifonnly formatted" includes hard copy typed or 
handwritten, any word processing fom1at on disk, e-mail, faxes and 
any other electronic copy. Photos cannot be faxed. 

(8) All duly nominated candidates shall be required to le 
electronic reports detailing all campaign contributions totaling 
twer1ty-ve dollars ($25.00) or more from a single contributor, and 
all expenditures totaling twenty-five dollars ($25.00) or more to a 
single source, during an election period. Such reports shall be filed 
with the Union's Accounting Department no later than one week 
prior to die mailing of ballots (for contributions received and 
expenditures up to two (2) weeks prior to die mailing of ballots) 
and no later than two (2) weeks after the deadline for receipt of 
ballots (for all contributions received and expenditures through this 
deadline). Such reports shall be made available for inspection by 
any Union member at Union Headquarters and at all branch ofces 
of the Union. 

(9) Ballots shall be collected and couted by an outside rm 

retained by the Union for this purpose. Election results shall be 
certied by the Union Secretary-Treasurer, or designee, who will 

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CITIZENAUDIT.ORG PAGE #068
secure all ballots, envelopes, tally sheets, and oti1er election 
materials in accordance vviti1 Article XV Section 9. 

(10) Ballots for election of Statewide Ofcers shall be mailed within 
four (4) weeks of the close of General Council. 

(11) All candidates running for statewide ofce, even if running 
mopposed, shall be presented to ti1e statewide membership in the 
form of a single ballot. In addition, balots must have a space for a 
write-in candidate for each ofoe. 

(12) If t:here are more than two (2) nominees for an ofce, ti1e 
candidate receiving a plurality of the votes shall be deemed t:l1e 
winner. 

(13) envelopes, election results, and tally forms shall be 
available for inspection by any active, staff, or retired Union 
member at the Union Headquarters ofoe for a period of one (1) 
year following the election. 

(14) Statewide Ofoers will be installed at an appropriate 
ceremony on the Friday immediately preceding the rst, regularly 
scheduled, full meeting of the Board folowing completion of the 
vote tally. 

Section 6. Special Rules for Election of Directors and Assistant Directors. 

A notice of election shall be mailed to each member at his/her last 
known address at least fteen (15) days prior to election. The notice shall 
include the date(s), time(s), and p|aoe(s) of the election, and the manner 
in which the ballots will be cast. There will be no proxy voting. 

Directors and Assistant Directors are elected to seats as set forI:h in 
Apper1dix 1 of this document, provided ti1at a member may run only run 
for one Director seat. The Board may assign newly organized workers, or 
workers affected by changes in zip code denitions, to representative 
groups as needed and such asignments will remain in effect unless 
overiumed pursuant to a resolution submtted to the General Council in 
the session immediately fo||ow'ng the Board's assignment. 

The second highest vote getter in each election for Director shall be 

elected Assistant Director. Where meniaers elect two Directors, the third 
and fourth highest vote getters shall be elected Assistant Directors. 

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CITIZENAUDIT.ORG PAGE #069
Each member may cast one vote for a Director in his] her employer 
group (See Items 1-11 in Appendix 1). Where a member has more ti1an 
one employer group, a primary employer group shall be determined by 
where the longest membership status exists. Each member may also cast 
one vote for a Director om his] her geographic area (see Items 12-22 in 
Appendix 1). Homecare, Adult Foster Care and members shall 
be represented and vote in ti1e geographic area in which they live. Out- 
of-state Homecare, Adult Foster Care and Childcare workers will be 
represented in the geographic area closest to ti1eir home. All other 
members shall be represented and vote in the geographic area in which 
they work except ti1at any member may opt, on an incividual basis, to 
have ti1eir voting rights for Director determined by where they live rather 
than where they work. 

The Union President shall appoint members to the Board of Directors 
Elections Committee, subject to ratication by the Board of Directors. The 
Elections Committee shall designate ti1e open period for nomirations for 
Director and Assistant Director and shall make nomination forms available 
to all eligible voters. A Headquarters staff person shall be designated to 
receive and date-stamp hand-canied nomination fonns received at Union 
Headquarters by the appointed deadline. 

The Elections Committee or its designee shall oversee opening and 
tallying of ballots, shall hear complaints regarding election procedure or 
rule interpretations except as otl1erwise provided in Bylaws Article XV 
Section 9. 

Candidate statements for Director and Assistant Director positions will 
be published in a newsletter and/or posted on the web. Ter1 (10) days 
after publication, the ballots will be prepared and mailed by Headquarters 
to the last known address of all eligble voters. The timelines for 
publishing statements and decision about publication will be set by the 
Elections Committee. 

shall be coded to clearly show in what election the ballot was 
cast. All ballots will be retumed by mail to a special elections post ofce 
box. All ballots must be received by the deadline specied in the election 
notice. 

Ballots shall be opened, counted, and tallied at Union Headquarters or 
other qualied election service. Election results shall be certied by the 
Elections Committee Chair and the Union Secretary-Treasurer, their 
designee, or by ti1e approved election service. Ballots, envelopes, tally 
sheets, and other election materials will be secured in accordance with 
Article XV Section 9. 

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CITIZENAUDIT.ORG PAGE #070
Election results shall be made public by the Union Secretary-Treasurer, 
or designee, within five (5) days after ti1e ballots are counted. Candidates 
shall be mailed a copy of the tally sheets for all candidates from ti1eir 
election and infonnation about the challenge process including timelines 
within this same ve (5)-day period. 

Members notied of an election but not receiving a ballot or othewvise 
needing a replacement ballot shall request a replacement ballot by phone, 
in person, or in writing. The replacement ballot shall be so marked on the 
outside retum envelope and duly noted by the ballot counting committee 
before opening. 

(I) Ballots, envelopes, election resuI:s, and tally fom1s shall be available 
for inspection by any active, staff, or retired Union member at the Union 
Headquarters ofce for a period of one (1) year folowing the election. 

Section 7. Special Rules for Elections in Locals 

Local ofcer elections for all Locals within The Union will be held 
between January and April of even numbered years, with those elected 
taking ofce no later than May 1st of that year. The seated Retiree Local 
President shall complete the full tvvo-year term of office on the Board, and 
the Retiree Local President-elect shall be installed with the full Board in 
August at General Council. Ofcer tenns of ofce shall be two (2) years. 

Elections for Local Ofcers shall be conducted in accordance with 
procedures provided in the Loca|'s goven1ing documents so long as they 
are not inconsistent wiIi1 law or these Bylaws. 

Each member of a Local shall be provided an opportunity to vote for 
election of Local Ofcers, and delegates and alternate delegates to 
General Council. If an elected altemate delegate is unable to serve, the 
candidate with ti1e highest number of votes shall be the replacement 
delegate to General Cound I. 

The President of each Local shall appoint an elections committee of 
three (3) active members in the Local, who are not nominees, to prepare, 
distribute, receive, and count the ballots at a duly publicized meeting 
(minimum fteen (15)-day meeting notice required) or by mail-in ballot; 
to certify the election results; and to perfonn any other task required for 
conducting Local elections. The Local elections committee shall announce 
the election results to the seated ofcers, successful candidates and other 
announced candidates within ve (5) days after the ballots have been 
counted. 

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CITIZENAUDIT.ORG PAGE #071
All duly nominated candidates in a statewide Local shall be invited to 
submit campaign statements, as submitted on ti1e nomination fonn or 
electronically, for publication with t:l1e ballots. The statements may not 
exceed 200 words in |engti1 or have a photograph, and must be submitted 
by the same deadline as the nominatim form The additional cost of this 
publication shall be paid by the General Fund. 

Section 8. Election of Delegate Altemates. In all delegate elections, the formrla 
of a mirinum of one (1) altemate for each two (2) delegates shall be folowed. 
If an elected delegate or altemate cannot serve/attend ti1e function to which 
t:hey were elected, then the candidate with the next highest number of votes 
shall become the delegate. If there are no other candidates/altemates who ran 
in the same election, then the members shall be notied of a special election to 
ll the position. In such instances where a special election is necessary, the 
election could be called with a fteen (15)-day notice to the members via 
worksite notices and the election would be an onsite-type election (ballot 
box/absentee ballots). 

Section 9 Except for ballots in Statewide ofcer elections, all ballots shall be 
counted by an Elections Committee appointed by the presiding ofcer of the 
electing body and the results certied by ti1e members of the Elections 
Committee of the electing body. In statewide Union elections, results are 
certied by the Elections Committee and the Secretary-Treasurer of tire Union. 
111e certied election results along with the securely packaged ballots shall be 
forwarded to the Secretary-Treasurer of the Union, or designee, within fteen 
(15) days following the election. The Union Secretary-Treasurer, or designee, 
shall insure timely publication of the election results. All ballots, envelopes, tally 
sheets, and related election materials shall be secured and kept for one (1) year. 

ARTICLE XVI - UNION STEWARDS 

Section 1. The Union shall recognize members to act as Union Stewards. The 
Union Steward's principal duty shall be to safeguard ti1e Union's ability to 
representemployees. 

Section 2. Each Loca|'s provisions for self-govemment shall include a procedure 
for selection and removal of Union Stewards. The Local shall notify the Union of 
the members selected to act as Union Stewards and of any changes in those 
acting as Stewards. 

Section 3. The duties of Union Stewards shall indude but not be limited to the 
handling of employee grievances through the appropriate contractual 
procedures, serving as a main communication channel betweer1 members and 
nranagernent, Local leadership and staff. 

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CITIZENAUDIT.ORG PAGE #072
Section 4. Stewards are strongly encouraged to complete Leadership Training 
and other training opportunities provided by ti1e Union for Union Stewards. 

ARTICLE XVII - COMMITTEES 

Section 1. The President shall appoint ti1e chairs and members of Sanding 
Committees of the Union, Sanding Committees of the Board, Special 
Committees, and Special Councils subject to ratication by the Board, except as 
otl1erwise specied in this document. Appointn1ents will be made only after the 
Union announces available committee and/or council positions in ti1e union 
newsletter and after the presidents of the Locals have been asked to submit 
names for available positions. Boti1 the President and the Board will mainain 
committee and council membership that respect the Union's geographic diversity 
and the diversity of errployer groups within our membership. 

Section 2. Sanding Committees of tl1e Board, Special Councils and Special 
Committees have been and may be created from time to time by the General 
Coundl or the Board. The conposition and functions of those Committees and 
Coundls are set forti1 in the Union's Administrative Polices and Procedures 
 

Section 3. The Sanding Committees of the Union are Rules, Member 
Represenation, Union Finance, Stewards and Information Technology. 

Section 4. The functions of tl1e Rules Committee, which shall be chaired by the 
Union Vice-President, are to: 

Promote consistency in the Union's goveming documents and make 
periodic recommer1dations to the Board to achieve t|1at objective. 

Work with Locals to achieve consistency between a Local's goveming 
documents and the goveming documents of the Union. To the extent the 
Ruls Committee detennines that a Loca|'s goveming documents are not 
in compliance witl1 the Union's goveming documents and ti1e Local Union 
refuses to modify its goveming documents to achieve such consistency, 
the detennination of non-compliance by the Rules Committee may be 
appealed to the Board. 

Section 5. The Member Represer1ation Committee shall make recommendatior1s 
to the Board in the following areas: 

Election challenges; 
Removal of ofcers pursuant to Appendix 5 of this document; 

Allegations of a breach of the Union's duty of fair representation; 
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CITIZENAUDIT.ORG PAGE #073
Ast in the resolution of inter11a| Union disputes; 
Contact ratication procedures. 
Section 6. The Union Finance Committee shall consist of the Secretary- 
Treasurer, as chair, ti1e Vice President, and members as designated pursuart to 
Section 1 of this Article. The Finance Committee shall: 
Develop pla1s for admuately financi1g ti1e Unbn and shall, in even- 
numbered years, present to ti1e Board at t|1eir meeting preceding ti1e 
Ger1era| Council Board of Directors meeting, a budget of estimated 
reoeipts, expenditures, and budget balances for me ensuing scal year. 
In odd-numbered years, the same infom1ation shall be presented to the 
Board for approval, at ti1eir last Board meeting in the scal year. 

Regularly review the scal operation of ti1e Union as measured against 
ti1e budget, report its findings, and mde recommendations to ti1e Board. 

Review all proposals to be made to me Board that will result in an 
expense to the Union. The purpose of me review is to: 

(1) Accurately determine the cost of ti1e proposal; 

(2) Detaennine the ability of ti1e Union to meet ti1e cost; 

(3) Judge ti1e overall cost ber1et to ti1e Union; 

(4) Report to the Board the'r and recommendations. 

Perform such oli1er functions regarding scal matters as may be 
directed or autholized by the Boad or General Coundl. 

Section 7. Stewards Committee shall steward activities statewide and 
perform the following: 

Plan and irrement a bier1nia| Stewards Conference; 

Supervise publication of the quarteriy newsletter; 

Monitor implementation and revisions of regular Basic and 
Advamed Steward Training. Encourage stewards to participate in 

trairi ng. Committee members are er1oouraged to teach Stewards 
Training; 

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CITIZENAUDIT.ORG PAGE #074
Periodically survey all stewards and contacts to detennine accuracy 
of steward lists, trairirg needs, and ideas for recognition and retentbn 
of stewards; 

I-Lssist Union Organizers in maintaining steward lists; 

Assist Locals in of constitution and bylaws language 
regarding steward selection and replacement; 

Assist Locals in developing steward ooundls or otl1er networks of 
stewards; 

Coordinate with Locals and the Union to provide appropriate 
recognition to stewards for their efforts and dedication. 

Section 8. The Information Technology Committee shall perform ti1e following 
functiom and otl1er functions as appropriately assigned. 

Explore ti1e use of technology to enhance ti1e capabilities and 

efciencies of those working on behalfof the Union, its Locals and 
members; 

Explore ti1e use of technology to enhance and facilitate 
communications between members and ti1eir elected leadership; and 

Make reoommendatiors to die Board on ti1e use of technology. 

Section 9. Each Committee shall keep minutes of tranaclions at each meeting, 
and these minutes shall be included in the Board packets. 

Section 10. The chairperson or a designated representative from Standing or 
Special Committees may present motions to the Board. 

ARTICLE - COMMUNITY ACIION CENTEIE 
Section 1. The Board shall mai1tain Commurity Action Centers throtglnut 
the State for the purpose of holding community-based, cross-Local meetings to 
undertake political action, solidarity activitis, strategic brainstonning and 
planning, and to share issues and concems from Locals in the area. 

Section 2. The expenses of these Community Action Centers shall be paid out of 
a line item in the General Fund budget approved each year. 

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CITIZENAUDIT.ORG PAGE #075
ARTICLE XIX - DUES 
Section 1. Union dues shall be as follows: 

Dues for active and staff menbers are 1.7 percer1t or $5.00 
(ve dollars), whichever is greater, of ti1e member's gross monti1ly salary 
for time in regular pay status. 

Dues for associate members are $10.00 (ten dollars) per month. 

Semi-active members may continue in good standing by contirru'ng to 
pay associate dues while on semi-active status. The semi-active member 
may make payment to ti1e Union up to 90 (ninety) days after the end of 
their season. 

Dues for retiree members shall be no more than $4.17 (four dollars 
and seventeen cents) per north payable semi-annually in January and 
July each year. Retiree members may make altemate payment 
an-angements. Persons joining during one of tire semi-annual periods 
may pay prorated dues to ti1e end of the period the month in 
which they join. Each person eligible for retiree membership shall be sent 
a notice that his] her membership will be converted to a temporary retiree 
membership and can-ied at no cost to ti1e member for 90 days. Included 
in this notice will be information on the benets of continuing as a retired 
member of the Union, and an application form for cortinuing membership 
beyond the 90 days. A person becomes a pennanent nrember upon 
formal application and payment of dues. 

Dues paymer1ts will not be required for retired members who have 
reached age seventy-ve (75) and have been dues paying nrembers 
(active or retired) for the previous ten (10) years. 

Section 2. Allocations -om dues for active and staff members shall be as 
follows. 

$.30 (ti1irty cents) om each dues payment shall be allocated 
to the Union's Strike Benet Fund and $.20 (twer1ty cents) goes to the 
Strike and Job Protection Fund. 

$.75 (seventy-ve cents) om eadr dues payment shall be 
allocated to the Union's political action program. If a member desires that 
this cor1t:ribulion not be expended for political action purposes and so 
indicates in writing, the cont:r1'bution shall be paid to the Union's 
sdrolarshiprnd. 

Bylaws - Page 37 


CITIZENAUDIT.ORG PAGE #076
Section 3. For retiree members, $1.00 (one dollar) will go to ti1e Union's General 
Fund, $2.67 (two dollars and sixty seven cents) will go to the Retiree Local 
account and $0.50 (fty cents) will go to reimburse the cost of ti1e retiree life 
insurance policy. Members may make additional contributions to Citizen Action 
for Political Education (CAPE). 

Section 4. Changes in dues. 

The amounts and dues set out in Section 1(a) above, shall 
not be changed except by a vote of the active and staff membership. A 
sirrple majority of the votes cast by ti1e membership shall determine the 
outcome. Any vote by the membership on change or restructuring of 
dues shall be conducted separately from votes on other matters. 

Dues amounts for retiree members shall be set by the Retiree 
Members Council subject to approval by the General Counci I. 

ARTICLE XX - FIDUCIARY RESPONSIBILITIES AND BONDING 

Section 1. The duciary responsibility of ofceholders, employees, agents, Union 
Stewards, and oti1er Union representatives shall be those set forth in Section 501 
(29 U.S.C.  501) of the Labor Management Reporting and Disclosure Act set 
forth in Appendix 3 of this document. 

Section 2. Embezzlement om the Union or a Local, stealing of money or 
property -om the Union or a Local, unlawful and willful conversion of any money 
or property of die Union or a Local, or any otl1er bread1 of duciary duty 
imposed under this Article or by law shall be cause for expulsion om the Union 
in addition to any other appropriate penalties called for in the Union's governing 
doalments or by law. 

Section 3. No loan, directly or indirectly, of money or property of ti1e Union or 
Local shall be made to any ofceholder, employee, agent, Union Steward, or 
otl1er representative of the Union or Local. However, this Section shall not 
prevent use by an employee of an automobile, leased by ti1e Union, for the 
employee's reasonable private use where the automobile is used primarily for 
Union business and the lease-use anangement results in a net benet to the 
Union. 

Section 4. All persons who handle funds or ot:l1er property of the Union, except 
ofoers of Locals using the Central Ledger System, shall be bonded under a 
blanket bond whid1 shal meet the following requirements: 

Protection shall be provided against loss by reason of fraud or 
dishonesty on the pant: of such person or through conivance with oti1ers. 

Bylaws - Page 38 


CITIZENAUDIT.ORG PAGE #077
The coverage shall be in an amount not less than 10 percer1t of 
the funds and value of property hartlled by such person during t:l1e 
preceding scal year, up to a maximum of $500,000. 

The bond shall be individual or sdiedule in form. 
The surety shall be a corporate surety company. 

Section 5. Any person not covered by bond under Section 4 above shall not 
receive, handle, disburse, or otherwise exercise custody or control of funds or 
property of the Union or of a bust in which the Union is interested. No such 
bond shall be placed through an agent or broker or with a surety company in 
which the Union or any ofceholder, employee, agent, Union Steward, or other 
representative of the Union has any direct or indirect interest. Such surety 
company shall be a company, which has met the requirements to be an 
acceptable surety on federal bonds. 

ARTICLE - GENERAL FINANCIAL MATTERS 
Section 1. The scal year of the Union is October 1 through September 30. 

Section 2. The Union's revenues will be accounted for in three categories: (1) 
dues and fair share money, (2) non-dues income, and (3) voluntary 
contributions. Expenditures for all aspects of collective bargaining, including t:l1e 
necessary work for legislative approval, for merit system benet grievances, and 
discharge and discipline cases under the statutes shall ordinarily be paid out of 
dues and fair share revenues. Expenditures for the nor1-bargaining aspects of 
the Union, publications and General Council; for programs for senrices and 
benets for the common good of represented employees; and for all programs 
limited to members only, shall ordinarily be paid out of dues income. Voluntary 
contributions shall be spent as provided for by the donor. 

Section 3. The Board shall establish and maintain a General Fund Account for 
recording all income to the Union except those funds under custodianship of the 
Union. 

Section 4. There will be a Prudent Reserve of 16.6% (sixteen point six percent) 
 two months of operating expenses  of each year's operating budget in a 
Special Fund. Each year's calculation of 16.6% will be based on budgeted 
expenditures for the same year. If the balance of the Prudent Reserve Fund falls 
below the required level than action will be taken by the end of the scal year to 
restore the reserve to the required level through transfer of funds om the 
operating budget, at a rate to be determined by the Board of Directors but no 
less than ten cents per dues member and fair share payer per month. 

Bylaws - Page 39 


CITIZENAUDIT.ORG PAGE #078
Wit:l1drawa|s om ti1e Pnident Reserve Fund require a 2/3 majority vote of tl1e 
Board of Directors. The Board shall have ti1e authority to authorize placement of 
amounts in ex of the Prudent Reserve into the Special Fund. 

The Special Fund may be augn1ented om any lawful source, such as gifts or the 
income ti1ereom, and interest eamed on invested funds. 

Section 6. All Union money shall be invested by t|1e Union Finance Committee in 
such a way as to obtain a maximum rate of interest within prudent guidelines 
adopted by the Board, taking into account the requirements and policies of the 
Union and benet to the members. 

Section 7. The total annual budget of the Union as approved by the General 
Council, or the Board in odd numbered years, shall not be exceeded, except by 
authority of the Board or General Council. 

ARTICLE - CENTRAL LEDGER AND LOCAL FUNDING 
Section 1. All Locals shall participate in the Central Ledger Accounting System. 

Section 2. The Union shall maintain a Local Funds Account into which shall be 
deposited rebates for all Locals. This account shall remain separate and distinct 
om all ot:l1er maintained by the Union. The Union shall maintain a list 
of those ofcers in each local authorized to disburse local funds. No member, 
officer, employee, or body of the Union otl1er ti1an the General Council may 
divert or spend funds deposited in a particular Loca|'s account without the 
approval of that specic Local. 

Section 3. Local Rebates. 

Out of each member or fair share payer's dues received at 
Headquarters, there shall be retumed to each Local on a quarterly basis 
the following amounts except that the Local shall receive an exI:ra ve (5) 
cents per member per month for each CAPE contributor in its 
membership. 

90 per member per month for single site Locals. 

70 per fair share payer per month for single site Locals. 
$1.10 per member per month for statewide Locals. 

90 per fair share payer per month for statewide Locals. 

In addition to the rebate system oul:lined above, newly organized 
Locals that have ratied their oontiact shall be granted an initial 
treasury equal to two (2) full rebate cycles based on the above formula in 
order to cany out the business of their new Local. This initial rebate giant 

Bylaws - Page 40 


CITIZENAUDIT.ORG PAGE #079
is on a one time only basis, shall be allocated om the Union's General 
Fund, and is not required to be repaid. In no event will a Local receive 
less ti1an $100 per quarter, except as noted below. 

Should a Local accrue an amount equal to two (2) full years of 
rebates in their account, rebates above that amount shall be redirected to 
the General Fund. Locals that have more than two (2) full years of 
rebates as of September 1, 2008, shall keep that balance and not receive 
rebates until their account balance is lower than two (2) full years of their 
rebates. Locals ti1at have one hundred members or less will be exempt 
om ti1e two year cap and be allowed to keep up to three (3) years of 
their full rebates. 

Local rebates shall not be sent to Locals in inactive status. 
Section 4. Local Budgets. 

Locals shall le an annual budget witi1 Headquarters. Locals not 
ling an annual budget within forty-ve (45) days from the end of the 
scal year will have their next quarterly rebate checks reduced by the 
following amount: 50 percent for all quarters until the annual 
budget is led wiIi1 Headquarters. 

Funds not rebated to Locals due to delinquent fling of annual budgets 
will be transferred to the Union's general fund. The exception to this 
procedure will occur when Local nancial records are being held for audit, 
or otl1er exter1uating circumstances, with the Union Secretary-Treasurer's 

approval. 

Section 5. Job-Share Positions. The tenn "job-share" shall be dened as "one 
(1) full-time position in employment held by more than one (1) employee". Each 
job-share partner shall have full membership and voting rights and benefits in 
the Union. 

Section 6. Headquarters shall issue checks to members and/or vendors upon 
receipt of a completed "Request for Reimbursement" fonn approved by two (2) 
authorized ofoers of the involved Local along with all necessary receipts. 

Section 7. Headquarters shall issue advance payment for mileage om the 
central ledger account when a member is required to spend his] her money on 
ofcial Union business when such a requirement would pose a hardship to the 
member with tl1e approval of appropriate ofoers of the involved Local. 
Subsequer1t providing of all necessary receipts to Headquarters, however, will 
still be required. 

Bylaws - Page 41 


CITIZENAUDIT.ORG PAGE #080
Section 8. A report on the disbursements and balances of all accounts 
in the Central Ledger shall be made available to die appropriate Local ofcials. 

Section 9. Interest eamed on the funds held by Headquarters in the Cent:ra| 
Ledger Accomting System shall be divided among the Locals participating in ti1e 
system. This interest shall be prorated based on ti1e balances in each Local 
account at ti1e end of each quarter. 

Section 10. The billing for t:l1e Local shall be mailed to the President, 
Vice President, Secretary and Treasurer of the Local. If t:l1e billing is still unpaid 
in sixty (60) days, a second notice will be sent to the ofcers giving ti1e Local 
twenty (20) days to pay. Notwithstanding Section 2 of ti1is Article, if the billing is 
still unpaid at the end of the twenty (20) days, the Statewide President or 
Secretary-Treasurer can authorize payment from the Local central ledger with a 
copy of the transaction to the Local ofcers. 

ARTICLE - INACTIVATION OF LOCALS 

Section 1. Failure to Fill Local Offices. Any Local that has no ofcers may be 
declared inactive by Board of Directors action at the meeting of the Board 
following: 

Vacancy of the ofces of President, Vice President, and Secretary- 
Treasurer of t:he Local, or 

Failure of the Local to elect officers as required under Article XVI 
Section 7 of this document. 

Section 2. Failure to File Constitution and Bylaws. Any Local that fails to le an 
authenti<'ated copy of that Loca|'s constitution and bylaws will be notied in 
wliting by ti1e Union Secretary-Treasurer to le such documents wit:hin sixty (60) 
days of the notice. If such documents are not led with Headquarters in the 
allotted time, the Board shall declare such Local inactive at t|1e Board's next 
regular meeting. 

Section 3. Violation of Constitution. Any Local that vidates any prov'sion of this 
document shall be notied in writing by the President of the Union of the specic 
violatbn alleged. The notification shall include a specic directive for the Local 
to cease such action. If the Local continues such violation(s), the Local shall be 
declared inactive at the next regular Board meeting. Prior to such declaration, 
the Local President will be given twenty (20) days written notice by the 
President to appear at the Board meeting to defend the action of the Local. 

Section 4. Board action to inactivate a Local under Sections 1 through 3 of ti1is 
Article shall require a tvvo-t:l1irds vote of the Board of Directors. 

Bylaws - Page 42 


CITIZENAUDIT.ORG PAGE #081
Section 5. Retum to Active Status. A Local will be retumed to active status 
wher1 the Board receives acceptable evider1ce om the Local ti1at the 
circumstances causing the inactive status no longer exist. The Board shall notify 
the Local President and Headquarters of the Loca|'s active status. The 
notication will state the evidence on whidr the Board based the decision to 
retum the Local to active status. Any Local retuming om inactive to active 
status, shall have Local funds set up in the central ledger account. 

Section 6. If the Local remains inactive for six monti1s and no steps have been 
taken to reactivate the Local, the Board shall appoint a trustee in accordance 
with Article XXIV of this document. 

ARTICLE XXIV - TRUSTEESHIP OF LOCALS 

Section 1. The Board may appoint a Trustee to take charge and cont:rol of a 
Local or of an afliated body for the purpose of correcting corruption or fim r1da| 
malpractice; assuring the perfonnance of collective bargaining agreements or 
oti1er duties of a bargaining reprsentative; restoring democratic procedures; or 
othenrvise canying out the legitimate objects of the Union as dened in this 
document. The Trustee shall reconsider the status of the Local to 
detennine whether the Local has come into compliance or if continuance of the 
trusteeship is wananted. 

Section 2. The Trustee shall be authorized and empowered to take full charge of 
the nancial aiairs of the Local or afliated body, and to take such other action 
as is necessary to preserve the Local or afliated body and its interests. The 
Trustee shall report on the affairs and transactions of the Local or afliated body 
to the Union Finance Committee. The Trustee and all of the acts of the Trustee 
shall be subject to the supervision and direction of the Secretary-Treasurer. 

Section 3. The Local shall receive notice of the charges and be given an 
opportunity to defend said actions. Upon the institution of the t:rusteeship all 
money, books, and property of the Local or afliated body shall be tumed over 
to the Trustee, who shall issue a receipt for ti1em. 

Section 4. The Trustee shall be bonded for the faithful discharge of his or her 
duties relating to the handing of funds or other property of the Local or afliated 

body. 

Section 5. The Trustee shall take charge of all the funcb, bod(s, papers, and 
other property of the Local or afliated body that he or she has received. The 
Trustee shall pay all outstanding claims, property proved, if funds are sufcient. 
Wher1 self-govemment is restored, the Trustee shall retum all funds, books, 
papers, and other property to the Local or ailiated body. If, however, the Local 

Bylaws - Page 43 


CITIZENAUDIT.ORG PAGE #082
or afliated body is dissolved, then any balance remaining to the credit of ti1e 
Local or afliated body shall be forwarded to the Secretary-Treasurer and shall 
become ti1e property of SEIU Local 503, OPEU. 

Section 6. Any Local or afliated body in t:rustees|1ip may, within ten (10) days 
from ti1e institution of such le an appeal to the Executive 
Committee by a written communication addressed to the Secretary-Treasurer. If 
an appeal is so led, the Executive Commttee shall provide for a hearing within 
t:l1irty (30) days of the ling of such appeal before the Executive Committee. The 
decision of the Executive Committee shall be nal and binding. Pending such 
decision, tl1e trusteeship shall remain in full force and effect 

Section 7. The Trustee shall le all reports required by the Labor-Management 
Reporting and Disclosure Act of 1959 and Civil Service Reform Act of 1978 with 
the Ofce of Labor-Management Standards 

Section 8. The Trustee shall make a full report of his or her work at each Board 
meeting induding but not limited to all efforts made to retum ti1e Local to self- 

governance. 

Section 9. A fomal hearing will be conducted by the Executive Committee at 
twelve (12) and eighteen (18) months to determine whet:l1er adequate 
justication exists to ccr1tinue the trusteeship. 

ARTICLE XXV - LEGAL COMPLIANCE 

Section 1. It is the inter1t of this Union that its goveming documents comply with 
all applicable laws including, but not limited to, the Labor-Managemer1t Reporting 
and Disclosure Act of 1959. To the extent any specic provision(s) of the 
governing documer1ts is(are) not in compliance with applicable law, the specic 
provision shail be null and void. 

Section 2. The President and Secretary-Treasurer, acting with appropriate staff, 
are responsible on an annual basis for the preparation, signing and ling of a 
Report of Labor Organization (LM-2) as required under ti1e Labor Managemer1t 
Reporting and Disclosure Act (LMRDA) prov'sions set forth in Apper1dix 6 of ti1is 
document. Such report and the information cor1tained in the report will be 
made available to members of the Union as set forth in subsection of the 
statutory provisions set for the in Appendix 6. 

Section 3. All Statewide Ofcers, Local Ofcers, Directors, Assistant Directors 
and certain Union staff are required, on an annual basis, to disclose information 
detailed in ti1e provisions of the Labor Managen1er1t Reporting and Disdoaire Act 
(LMRDA) set forti1 in Apper1dix 7 of this document on fonns provided to them by 
the Union. The Union will submit the information disclosed to the Secretary of 

Bylaws - Page 44 


CITIZENAUDIT.ORG PAGE #083
Labor as required by the statutory provision. Such lings will be made available 
to members for inspection upon reasonable request. 

ARTICLE XXVI - POLITICAL ACTION PROGRAM 

Section 1. The Union's political action program with respect to candidate 
endorsements and expenditures shall be administered by Citizen Action for 
Political Education (CAPE) (as outiined in its bylaws) which will make 
recommendations for er1dorsen1ents to ti1e Board for nal action by a 2/3 
majority vote of ti1e Board. 

Section 2. All nancial matters of CAPE shall be kept separate from all other 
Union nancial matters, and CAPE funds shall be kept separate om all other 
Union funds and shall not be commingled at any time. 

Section 3. A Local may not endorse or give money to any candidate or conduct 
an independent campaign that is not authorized by the Board. 

Section 4. The Union is politically non-partisan. 
ARTICLE XXVII  NO DISCRIMINATION 

The Union, its ofcel1o|ders, employees, agents, Union Stewards, and other 
representatives, shall not discriminate, against any person because of disabilities, 
race, religion, color, national origin, political belief, gender, gender identication, 
marital status, age, or sexual orientation. 

ARTICLE - AM ENDMENT OF BYLAWS 

Section 1. These Bylaws and Appendices may be amer1ded, repealed, 
susper1ded, or replaced by: 

Proposals to the General Council in regular session, adopted by a two- 
thirds vote of the General Council, or 

Initiative petition, eiti1er signed by 20 percer1t of the total 
active membership, or er1dorsed by 30 percent of the Locals, or 
er1dorsed by the Board. Such petition shall be addressed to the Union and 
led at Headquarters. If it bears the required signatures or 
endorsements, balloting take place as provided in Article  
GENERAL COUNCIL, Section 9, Voting Between Sessions, of the Bylaws. 
Adoption will be by a two-tl1irds (2 I 3) vote of ti1e eligible delegates. 

Section 2. In the ever1t of enactment of federal or state legislation imposing 
obligations on the Union as to elections, membership rights, accounting and 

Bylaws - Page 45 


CITIZENAUDIT.ORG PAGE #084
disclosure, ofoer conduct, retention of records, bonding, nancial relationships 
of ofoeholders and employees, etc., wlich are not already imposed by the 
Union's Bylaws and which are not wit:l1in tl1e authority of the Board to impose, 
t:l1e federal or state legidation will control. 

ARTICLE XXIX - PARLIAMENTARY  
The rules contained in t:I1e current edition of Robert's Rules of Order Newly 
Revised shall govem the Union, the Board, and Officers in all cases to which they 

are applicable and in which they are consistent with tl1is document, the Union's 
or any spedal rules of order the Union may adopt. 

Bylaws - Page 46 


CITIZENAUDIT.ORG PAGE #085
APPENDIX 1 
(See Article XI Section 1 Of Bylaws) 

DIRECTOR AND ASSISTANT DIRECTOR SEATS 

Directors and Assistant Directors are elected in the following numbers. 

 

11. 

12. 

13. 

14-. 
15. 
16. 
17. 

18. 

5.351  

Bylaws - Page 47 

One member employed by  
One member employed by an agency in t:he DHS Coalition of 
 
One member employed by an agency in t|1e ODOT Coalition 
of  
One member employed by an ager1cy in the Specids 
Coalition of  
One member emoyed by an ager1cy in the Institutions 
Coa|itior1 of  
One member employed by a Local government; 
One member employed by a private non-prot ager1cy; 
One member in the Client Employed Provider program or a 
private home care ager1cy; 
One member employed by a nursing home; 
One member employed as a chid care provider; 
One member employed as an adult l'osI:er home provider; 
One member-who wolks in t:l1e North  
Oregon region; 
One rnemberwl1o works in tl1e Soutl1 Central] Eastem 
Oregon region; 
One memberwl1o works in the Souther11 Oregm region; 
One memberw|1o works in the Oregon Coast region; 
One n1emberwho works in the West Central Valley region; 
One n1emberwho works in the East Central Valley region; 
Two members who work in the Salem region; 
One member who worls in t:he Salem alea/Polk/Yamhill 
County region; 
One memberwho works in the South/Westem Portland 
Metro regim; 
One memberwho works in the West Portland region; 
One n1emberwho works in the Portland Eastside region; 
The Statewide Presidentof SEIU Local 503,  
The Statewide Vice President of SEIU Local 503,  
The Statewide Secretary-Treasurer of SEIU Local 503, 
 
The Statewide Past President of SEIU Local 503,  
The Executive Director d SEIU Local 503, and 
The President of the Retirees Local of SEIU Local 503. 
OPEU. 


CITIZENAUDIT.ORG PAGE #086
For the North Central/Eastaem Onegon region, One Director elected by 
membeis from ZIP Code areas 97004, 97009, 97010, 97011, 97014, 
97017, 97019, 97021, 97022, 97023, 97028, 97029, 97031, 97033, 
97039, 97040, 97041, 97042, 97044, 97049, 97050, 97055, 97057, 
97058, 97063, 97065, 97067, 97732, 97801, 97810, 97812, 97813, 
97818, 97820, 97821, 97823, 97824, 97825, 97826, 97827, 97828, 
97831, 97835, 97836, 97838, 97839, 97840, 97841, 97842, 97843, 
97844, 97846, 97850, 97857, 97859, 97861, 97862, 97865, 97868, 
97869, 97875, 97876, 97880, 97882, 97883, 97885, 97886; and 

For t:he South Central/Easlaem Oregon region, One Director elected by 
members from ZIP Code areas, 97001, 97037, 97038, 97342, 97346, 
97350, 97413, 97425, 97427, 97443, 97447, 97463, 97484, 97492, 
97601, 97602, 97603, 97604, 97620, 97621, 97622, 97623, 97624, 
97625, 97626, 97627, 97630, 97632, 97633, 97634, 97635, 97636, 
97637, 97638, 97639, 97640, 97641, 97701, 97702, 97707, 97708, 
97709, 97710, 97711, 97712, 97720, 97721, 97722, 97730, 97731, 
97733, 97734, 97735, 97736, 97737, 97738, 97739, 97741, 97750, 
97751, 97752, 97753, 97754, 97756, 97758, 97759, 97760, 97761, 
97814, 97817, 97819, 97830, 97833, 97834, 97837, 97845, 97848, 
97856, 97864, 97867, 97870, 97872, 97873, 97874, 97877, 97884, 
97901, 97902, 97903, 97904, 97905, 97906, 97907, 97908, 97909, 
97910, 97911, 97913, 97914, 97917, 97918, 97920; and 

For the Southen1 Oregon region, One Director elected by members 
from ZIP Code areas 97410, 97416, 97417, 97429, 97432, 97442, 97457, 
97469, 97470, 97481, 97494, 97495, 97496, 97497, 97501, 97502, 
97503, 97504, 97520, 97522, 97523, 97524, 97525, 97526, 97527, 
97528, 97530, 97531, 97532, 97533, 97534, 97535, 97536, 97537, 
97538, 97539, 97540, 97541, 97543, 97544; and 

For the Oregon Coast region, One Director elected by members from 
ZIP Code areas 97016, 97018, 97048, 97051, 97053, 97054, 97064, 
97102, 97103, 97106, 97107, 97108, 97109, 97110, 97112, 97116, 
97117, 97118, 97119, 97121, 97122, 97125, 97130, 97131, 97133, 
97134, 97135, 97136, 97138, 97141, 97143, 97144, 97145, 97146, 
97147, 97149, 97203, 97231, 97326, 97341, 97343, 97344, 97347, 
97357, 97364, 97365, 97366, 97367, 97368, 97369, 97372, 97376, 
97380, 97388, 97390, 97391, 97394, 97396, 97406, 97407, 97411, 
97414, 97415, 97420, 97423, 97439, 97441, 97444, 97449, 97450, 
97453, 97458, 97459, 97464, 97465, 97466, 97467, 97473, 97476, 
97480, 97491, 97493, 97498; and 

Bylaws - Page 48 


CITIZENAUDIT.ORG PAGE #087
For the West Central Valley region, One Director elected by members 
from ZIP Code areas 97056, 97324, 97370, 97401, 97402, 97403 97404, 
97405, 97408, 97409, 97412, 97419, 97426, 97428, 97430, 97435, 
97436, 97437, 97440, 97448, 97451, 97456, 97461, 97462, 97486, 
97487, 97490, 97499; and 

For the East Central Valley region, One Director elected by members 
from ZIP Code areas 97321, 97322, 97327, 97329, 97330, 97331, 97333, 
97335, 97336, 97339, 97345, 97348, 97355, 97374, 97377, 97386, 
97389, 97424, 97431, 97434, 97438, 97446, 97452, 97454, 97455, 
97472, 97477, 97478, 97479, 97482, 97488, 97489; and 

For the Greater Salem region, Two Directors elected by members from 
ZIP Code areas 97301, 97302, 97305, 97306, 97308, 97309, 97311, 
97312, 97313, 97314, 97317, 97325, 97352, 97358, 97360, 97375, 
97381, 97383, 97385, 97392; and 

For the West Salem] Polk County region, One Director elected by 
members from ZIP Code areas 97304, 97310, 97338, 97351, 97361; and 

For t:|1e North Valley region, One Director elected by members from ZIP 
Code areas 97002, 97005, 97006, 97007, 97008, 97013, 97020, 97026, 
97032, 97062, 97070, 97071, 97075, 97076, 97077, 97078, 97101, 
97111, 97113, 97114, 97115, 97123, 97124, 97127, 97128, 97132, 
97137, 97140, 97148, 97210, 97224, 97225, 97229, 97298, 97303, 
97307, 97362, 97371, 97373, 97378, 97384; and 

For the West Portland region, One Director elected by members from 
ZIP Code areas 97201, 97202, 97204, 97205, 97207, 97208, 97209, 
97211, 97212, 97214, 97217, 97218, 97221, 97227, 97228, 97232, 
97239, 97240, 97242, 97251, 97253, 97254, 97255, 97256, 97258, 
97259, 97271, 97272, 97299, 97280, 97281, 97283, 97290, 97291, 
97293, 97296; and 

For the Greater Portland legion, One Director elected by members 
from ZIP Code areas 97015, 97024, 97027, 97030, 97034, 97035, 97036, 
97045, 97060, 97068, 97080, 97086, 97089, 97206, 97213, 97215, 
97216, 97219, 97220, 97222, 97223, 97230, 97233, 97236, 97238, 
97266, 97267, 97268, 97269, 97282, 97286, 97292, 97294. 

END OF APPENDIX 1 

Bylaws - Page 49 


CITIZENAUDIT.ORG PAGE #088
APPENDIX 2 
(See Article V Section 3 of Bylaws) 

I -- BILL OF RIGHTS OF MEMBERS OF LABOR  
Bill of Rights 
(29 u.s.c. 411) 

SEC. 101. EQUAL RIGHTS.-- Every member of a labor organization shall 
have equal rights and privileges wit:I1in sud1 organization to nominate candidates, 
to vote in elections or referendums cf the labor orgarization, to attend 
membership nreetings and to participate in the deliberations and voting upon t:l1e 
business of such meetings, subject to reasonable rules and regulations in such 
organimtion's constitution and bylaws. 

(2) FREEDOM OF SPEECH AND ASSEMBLY.-- Every member of any labor 
organization shall have the right to meet and assemble freely vviti1 other 
members; and to express any views, arguments, or opinions; and to express at 
nreetings of ti1e labor organization his views, upm candidates in an election of 
the labor organization or upon any business property before the meeting, subject 
to t:l1e orga nization's established and reasonable rules pertainirg to the conduct 
of meetings: Praw'led,That nothing herein shall be construed to impair the right 
of a labor organization to adqat and enforce reasonable rules as to ti1e 
responsibility of every member toward ti1e organimtion as an institution and to 
his refrairing from conduct that would interfere with its performance of its legal 
or contractual obl igations. 

(3) DUES, FEES, AND Except in the case of a 
federation of national or intemationd labor organizations, the rates of dues and 
initiation fees payable by menbers of any labor organization in effect on the date 
of enactment of this Act stall not be increased, and no general or special 
assessment shall be levied upon such members, except- 

(A) in the case of a Local org rization, by majority vote by secret ballot of the 
nrembers in good stancirg voting at a general or special membership meeting, 
after reasonable notice of the intention to vote upon such question, or (ii) by 
majority vote of t:|1e members in good standing voting in a membership 
referendum conducted by secret ballot; or 

(B) in the case of a labor orga rization, other than a Local labor organtion or a 
federation of national or intematioml labor organizations, by majority vote of 
the delegates voting at a regular convention, or at a special convention of such 
labor orga nization held upon not less than thirty days written notice to the 
principal ofce of each Local or constituent labor orgarization entitled to such 

Bylaws - Page 50 


CITIZENAUDIT.ORG PAGE #089
notice, or (ii) by majority vote of the members in good standing of such labor 
organization voting in a membership referendum conducted by secret ballot, or 
by majority vote of ti1e nrembers of the executive board or similar governing 
body of such labor organization, pursuant to express authority cortained in ti1e 
constitution and bylaws of such labor orga nimtion: Provideatlhat such action on 
the part of the executive board or similar govemirg body shall be effective only 
until the next regular convention of such labor organization. 

(4) PROTECTION OF THE RIGHT TO SUE.-- No labor organtion shall limit the 
right of any member thereof to institute an action in any court, or in a 
proceeding before any administiative agency, irrespective of whether or not the 
labor organization or its officers are named as defendants or respondents in such 
action or proceeding, or the right of any member of a labor organization to 
appear as a witness in any judicial, administrative, or legislative proceeding, or to 
petition any legislature or to communicate with any legislator: any 
such member may be required to e)d1aust reasonable hearing procedures (brrt 
not to exceed a four-month lapse of tinre) within such organization, before 
instituting legal or administ:rative pmceedings against such organizations or any 
ofcer thereof: And proviied futtet;That no interested employer or employer 
association shall direcliy or indirectly nance, encourage, or participate in, except 
as a party, any such action, proceeding, appearance, or petition. 

(5) SAFEGUARDS AGAINST IMPROPER No member of 
any labor organimtion may be fined, suspended, expelled, or othenrvise 
disciplined except for nonpayment of dues by such organimtion or by any ofcer 
thereof unless such member has been (A) served with written specic charges; 
(B) given a reasonable time to prepare his defense; (C) afforded a full and fair 
hearing. 

Any provision of the constitution and bylaws of any labor organimtion which 
is inconsistent with the provisions of this section shall be of no force or effect. 
Civil Enforcement 

(29 U.S.C. 412) 

SEC. 102. Any person whose rights secured by the provisions of this titie have 
been infringed by any violation of this title may bring a civil action in a district 
court of the United States for such relief (including injunctions) as may be 
appropriate. Any such action against a labor organization shall be brought in the 
dist:rict court of the United States for the diSITiCl'. where the alleged violation 
occuned, or where the principal ofce of such labor organization is located. 

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CITIZENAUDIT.ORG PAGE #090
Retention of Existing Rights 
(29 u.s.c. 413) 

SEC. 103. Nothing contained in this titie shall limit ti1e lights and remedies of any 
member of a labor organtion under any State or Federal law or before any 
court or otl1er tiibmal, or under the constitution and bylaws of any labor 
onganimtion. 

Right to Copies of Collective Bargaining Agreements 
(29 u.s.c. 414) 

SEC. 104. It shall be the duty of the secretary or conesponding principal ofcer 
of each labor organiation, in the case of a Local labor organization, to forward a 
copy of each collective bargaining agreement made by such labor organimtion 
vviti1 any employer to any employee who requests such a copy and whose nights 
as such employee are direcI:Iy affected by such agreement, and in the case of a 
labor organization ot:her than a Local labor organimtion, to forward a copy of any 
such agreement to each constituent unit which has menbers direcl:ly affected by 
such agreement; and such ofcer shall maintain at ti1e principal ofce of t|1e 
labor orga nization of which he is an ofcer copies of any such agreement made 
or received by such labor olganimtion, which copies shall be available for 
inspection by any member or by any employee whose rights are affected by such 
agreement. The provisions of section 210 shall be applicable in the enforcement 
of t|1is section. 

Information as to Act 
(29 u.s.c. 415) 

SEC. 105. Every labor organization shail infonn its members conceming the 
prov'sions of this Act. 

END OF APPENDIX 2 

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CITIZENAUDIT.ORG PAGE #091
APPENDIX 3 
(See Article XX Section 1 of Bylaws) 

FIDUCIARY DUTIES 

SEC. 501. The ofcers, agents, shop stewards, and other representatives of a 
labor organization occupy positions of trust in relation to such organimtion and 
its members as a group. It is, therefore, the duty of each such person, taking 
into account the special problems and functions of a labor orga rization, to hold 
its money and property solely for the benet of the organization and its members 
and to manage, invest, and expend the same in accordance with its constitution 
and bylaws and any resolutions of the goveming bodies adopted thereunder, to 
reain om dealing with such organization as an adverse party or in behalf of an 
adverse party in any matter connected with his duties and from holding or 
acquiring any pecuniary or personal interest which conicts with the interests of 
such organization, and to account to the organization for any prot received by 
him in whatever capacity in connection transactions conducted by him or 
under his direction on behalf of the organization. A general exculpatory provision 
in the constitution and bylaws of such a labor org nimtion or a general 
exculpatory resolution of a goveming body purporting to relieve any such person 
of liability for breach of the duties declared by this section shall be void as 
against public policy. 

When any ofcer, agent, shop steward, or representative of any labor 
organimtion is alleged to have violated the duties declared in subsection and 
the labor organization or its goveming board or off'rcers refuse or fail to sue or 
recover damages or secure an accounting or other appropriate reliefwithir a 
reasonable time after being requested to do so by any member of the labor 
organization, such member may sue such ofcer, agent, shop steward, or 
representative in any distiict court of the United States or in any State court of 
competent jurisdiction to recover damages or secure an accounting or other 
appropriate relief for the benet of the labor organization. No such proceeding 
shall be brought except upon leave of the court obtained upon veried 
application and for good cause shown which application may be made ex parte. 
The tiial judge may allot a reasonable part of the recovery in any action under 
this subsection to pay tire fees of counsel prosecuting the suit at the instance of 
the member of the labor organtion and to compensate sudr member for any 
expenses necessarily paid or incurred by him in connection with the litigation. 

Any person who errbezzles, steals, or unlawfully and willfully abstracts or 
converts to his own use, or t|1e use of another, any of ti1e moneys, funds, 
securities, property, or oti1er assets of a labor organimtion of which he is an 
ofcer, or by which he is employed, directiy or indirectly, shall be fined not more 
than $10,000 or imprisoned for not nrore than ve years, or both. 

END OF APPENDIX 3 
Bylavvs-Page 53 


CITIZENAUDIT.ORG PAGE #092
APPENDIX 4 
(See Article VI Section 1 of Bylaws) 

DISCIPLINARY PROC TRIALS AND APPEALS 

Section 1. Charges against any Member or Ofcer shall be led with the 
Secretary-Treasurer of ti1e Union unless ti1e charges led are against t:l1e 
Secretary-Treasurer whereby they will be led witi1 the President. 

a) The charges must specify the events or acts t:hat t:he charging 
party believes constitute misconduct and ti1e Artic|e(s) and 
Seclion(s) of tl1e Bylaws the charging party believes have been 
violated. 

b) The charge should also be accompanied by any documents, 
swom statements or other evidence that t|1e charging party 
believes lend support to the charge(s). 

c) No charges may be led more t:l1an six months after the 
charging party leamed, or cotld have reasonably learned, of the 
act or acts which are the basis of the charges. 

Section 2. The Secretary-Treasurer shall provide a copy of the charge 
and any supporting documer1ts to the charged party eiti1er in person or by 
registered or certied mail, directed to the last known address of the charged 

Pa|tY- 

Section 3. The Secretary-Treasurer shall provide a copy of the charge and 
supporting material to the chair of the Member Representation Committee and 
the Committee shall review the charges and supporting documents. 

a) If the charges are deemed incomplete, insufcient:ly specic or 
otherwise defective, the Member Representation Committee may 
dismiss the charges at this stage. The charging party is free to re- 
le charges with any defects corrected, so long as the re-ling is 
timely under Section 1(c) above. 

b) If the Member Representation Committee determines the 
charges are not decient and othenrvise preser1t allegations that, if 
prover1, would constitute misconduct under the applicable terms of 
the Bylaws, the Committee Chair shall so inform the charged party 
and afford the charged party 45 days to show cause why the 
charges should not be presented to the Board for further 
processing. The Charging Party may submit evidence in the form 
of documents or swom statements. 

Bylaws - Page 54 


CITIZENAUDIT.ORG PAGE #093
c) Witi1in 45 days of ti1e receipt of die charging party's evidence, 
the Member Representation Committee can dismiss the charges or 
refer ti1em to the Board of Directors by means of delivery of the 
charges and all other nraterials to the Secretary-Treasurer, unless 
charges led are against the Secretary-Treasurer whereby they will 
be led with the President. If the charges are dismissed, the 
charging party may appeal the dismissal to the Board. Such appeal 
must be in writing and delivered to the Board by service on the 
Secretary-Treasurer, unless charges led are against the Secretary- 
Treasurer whereby the appeal will be led witi1 the President witi1in 
10 days of tlie notice of dismissal. 

Section 4. The Board shall appointa Trial Committee of 5 Union Members to act 
as the trial committee. In exercising ti1eir discretion, the Board will endeavor to 
preclude individuals from acting as a Trial Committee member if there is good 
cause to believe that person may be biased or to have pre-judged the case. The 
Trial Comnittree members shall not be from the same Local as the accused. The 
Trial Comnittee shall be chaired by the Secretary-Treasurer, unless charges led 
are against the Secretary-Treasurer whereby the Trial Committee will be chaired 
by the President. 

Section 5. On all charges referred to it, the Trial Comnittee shall appoint the 
charging party or another Member who is mt an attomey to present the charges 
and the relevant evidence on behalf of the charging party. The accused may 
appear in person and with witnesses to answer the charges against him] her. 
The accused may select a member of the Union to represent him] her in the 
presentation of a defense but may not be represented by legal counsel. 

Section 6. Upon all charges referred to it, the Board shall set a hearing date no 
less than 30 days after the Boards receipt of the charges. Either the charged 
party or the person designated to present the evidence on be|1a If of the charging 
party may, for good cause, request additional time to prepare the case for 
presentation to the Board. Extensions of time beyond 30 days after the original 
hearing date shall be granted only in extraordinary circumstances. 

Section 7. If the accused fails to present a defense either in person or in writing, 
they shall be found guilty. 

Section 8. The hearing shall be conducted in a fair and impartial manner. Boti1 
parties shall be pennitted to call witnesses and present material and relevant 
evidence. Boti1 parties shall be permitted to cross examine wit:nesses. 

Section 9. Upon conclusion of the case, the Trial Com mitbee shall take the 
matter under deliberation. The decision of tlie Trial Committee shall be 
determined by majority vote on whether ti1e charges have or have not been 
sustained. In the event the charges are sustained, the trial body shall also 

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CITIZENAUDIT.ORG PAGE #094
determine the appropriate discipline in accordance with the applicable prov'sions 
of the The trial body shall deliver its determination to t|1e Board of 
Directors. The Board of Directors shall adopt the decision and determinat:ion of 
the Trial Committee and direct any actions called for therein. 

Section 10. An appeal of the decision of the Board of Directors or the Trial 
Committee may be n1ade within 45 days by either the accused or the member 
ling the charges to the International Executive Board and to such other bodies 
of t:l1e International Union that are allowed pursuant to the procedures set forI:l1 
in the International Union's Bylaws. 

Section 11. Subject to the prcv'sions of applicable statutes, every Member or 
Ofcer of t|1e Union against whom charges have been made and disciplinary 
action taken as a result thereof or who claims to be aggrieved as a result of 
adverse rulings or decisions rendered, agrees, as a condition of membership and 
the continuation of membership to e)d1aust all remedies provided for herein and 
in the Constitution and Bylaws of the Intemational Union and the Local Union, 
and furtl1er agrees not to le or prosecute any action in any court, tribunal or 
other agency until those remedies have been e)d1ausIaed. 

END OF APPENDIX 4 

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CITIZENAUDIT.ORG PAGE #095
APPENDIX 5 
(See Article VII Section 2 of Bylaws) 

REMOVAL OF OFFICERS 
Section 1. The follow'ng shall apply to ofcers elected after September 2008. 

Holders of ofce in Locals may be removed from ofce, as provided 
for in t:l1e involved Loca|'s constitution and bylaws. If no provisions or 
procedures exist in ti1e involved Loca|'s constitution and bylaws, such 
ofcers may be removed from ofce as provided for under ti1e pmcedure 
established in subsection for the removal of other ofce holders. 

Statewide Ofcers, and holders of all other offices at any level of the 
Union, may be removed from ofce by a sirrple majority vote of the 
membership eligible to vote for that ofce and voting. Balloting will occur 
when called for by initiative petitions bearing signatures of 10 percent 
10/o of tl1e membership eligible to vote for the ofce in question as 
described herein. 

(1) To initiate the ofce holder recall process, ti1e proponent(s) of a 
proposed recall shall submit a written notice of intent to the 
chairperson of the Member Representation Committee. The date of 
this submission shall be the recall initiation date. 

(2) To be counted toward satisfaction of the ten percent recall 
election thresl1o|d, recall petition signatures must be gati1ered 
within the one hundred eighty (180) days imn1ediately following the 
recall initiation date; each signature must be dated by the signer at 
the time of signing; and the sig1er must have been a member of 
t:he Union eligible to vote for the ofce in question on the date of 

signing. 

(3) Petitions may be delivered to tl1e chairperson of ti1e Member 
Representation Committee at any time within the one hundred 
eighty (180) days immediately following the recall initiation date, 
but no more than seven (7) days after the expiration of that one 
hundned eighty (180) days. 

(4) Upon receipt of such petitions, the chairperson of the Member 
Representation Committee, togeti1er with ti1e members of the 
Committee, shall detennine ti1e validity of membership within 
fteen (15) days of ti1eir presentation. 

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CITIZENAUDIT.ORG PAGE #096
(5) For ti1e purpose of determining whetl1er ti1e number of valid 
signatures satises ti1e ten percent recall election threshold, t|1e 
number of members eligible to vote for the ofce in question shall 
be the number of members who were eligible to vote for the ofce 
in question on the recall initiation date. 

For a Local ofcer recall, results of the petitions shall be sent to the 
Local involved. For all other recalls, the results will be sent to the Board. 
If the ti1resl1o|d has been met, the appropriate governing body shall older 
an election to be held, within ti1irty (30) days after the Member 
Repiesentation Committee determines that ti1e requirements of 
subsection have been Elections shall be conducted in 
accordance with Bylaws Article GENERAL  
and/or Article IV, LOCAL and/or Article V, DIRECTOR AND 
ASSISTANT DIRECTOR and/or Article VI, STATEWIDE 
OFFICER ELECTIONS. After validation, tl1e chairperson of t|1e Member 
Representation Committee will transmit ballots to the membership for a 
vote. Ballots will be retumed to the Member Representation Committee 
for tabulation. Results by Local will be published in the next issue of the 
union newsletter. Where the majority vote is for removal, it shall be 
effective upon completion of tabulation and the ofcel1o|der shall be 
formally notied by the Board or its designee. 

Recall petition campaigns and election campaigns shall be conducted 
in accordance with Artide GENERAL REQUIREMENTS 
Section 7 7 and 7 such that no union or employer funds shall 
be used to promote such campaigns, and all members shall have the right 
to support and or palticipate in sud1 campaigns without being subject to 
any penalty, discipline or other inproper interference or reprisal. 

Section 2. A person whose membership has been revoked may be reinstated by 
a three-fourl:hs vote of the Board after six (6) months 'om the date of 
revocation. 

END OF APPENDIX 5 

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CITIZENAUDIT.ORG PAGE #097
APPENDIX 6 
(See Article Section 2 of Bylaws) 

LABOR MANAGEMENT REPORTING AND DISCLOSURE ACT REQUIREMENTS FOR 
LABOR ORGANIZATION REPORTING (LM-2) 

(29 u.s.c. 431) 

SEC. 201. Every labor organization shall adopt a constitution and bylaws and 
shall le a copy t:hereof with ti1e Secretary, togeti1er with a report, signed by its 
president and secretary or corresponding pri ndpal ofcers, containing the 
following information- 

(1) the name of the labor olga nization, its mailing address, and any other 
address at which it maintains its principal ofce or at which it keeps t:he records 
referred to in t:his titie; 

(2) the name and title of each of its ofcers; 

(3) ti1e initiation fee or fees required om a new or tiansfened member and fees 
for permits required by ti1e repoiting labor oiga rization; 

(4) ti1e regular dues or fees or other periodic paylnents required to remain a 
member of the reporting labor organimtion; and 

(5) detailed statements, or references to specic provisions of documents led 
under this subsection which cortain sud1 statements, showing the provisions 
made and procedures followed with respect to each of the following: (A) 
qualications for or rest:Iictions on membership, (B) levying of assessments, (C) 
paltidpation in insurance or other benet plans, (D) autholization for 
disbursement of funds of the labor organimtion, (E) audit of financial 
transactions of ti1e labor organization, (F) the calling of regular and special 
meetings, (G) the selection of ofcers and stewards and of any representatives 
to oti1er bodies composed of labor oiga nimtions' Iepresentatives, with a specic 
statement of the n1anner in which each ofcer was elected, appointed, or 
oti1erwise selected, (H) discipline or removal of officers or agents for breaches of 
t:|1eir trust, (I) imposition of nes, suspensions, and expulsions of members, 
including the grourds for sud1 action and any provi9'on made for notice, healing, 
judgment on the evidence, and appeal procedures, (J) auti1oIization for 
bargaining demands, (K) ratication of contract terms, (L) authorization for 
shikes, and (M) issuance of work permits. Any change in tl1e information 
required by this subsection shall be reported to the Secretary at the time the 
reporting labor olga rization les with the Secretary the annual nandal repolt 
required by subsection  

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CITIZENAUDIT.ORG PAGE #098
Every labor organization shal le annua|lywili1 the Secretary a nandal 
report signed by its president and treasurer or conesponding principal ofcers 
containing the folowing information in such detail as may be necessary 
accurately to disclose its nancial condition and operations for its preceding scal 

year- 
(1) assets and liabilities at ti1e beginning and end of the scal year; 
(2) receipts of any kind and ti1e sources thereof, 

(3) salary, allowances, and other direct or indirect disbursemer1ts (including 
reimbursed expenses) to each ofcer and also to each employee who, during 
such scal year, received more ti1an $10,000 in the aggregate from such labor 
olganimtion and any other labor olga nizatim ailiated with it or with which it is 
afliated, or which is afliated with the same national or international labor 
olganimtion; 

(4) direct and indirect loans mach to any ofcer, employee, or member, which 
aggregated more than $250 during the scal year, together with a statement of 
the purpose, security, if any, and anangements for repaymer1t; 

(5) direct and indirect loans to any business enterprise, together with a 
statement of the purpose, security, if any, and anangenmts for repaymmt; and 

(6) other disbursements made by it ti1e purposes thereof, all in such 
categories as tl1e Secretary may prescribe. 

Every labor orgarizalion required to abmit a report under this title shall 
make available the information required to be contained in such report to all of 
its members, and every such lalnr organization and its ofcers shall be under a 
duty er1forceable at t|1e suit of any member of such organization in any State 
court of competer1t jurisdiction or in ti1e district court of the Unital States fa the 
district inwhich such labor organization maintains its ofce, to permit 
such member for just cause to examine any books, records, and accounts 
necessary to verify such report. The court in such action may, in its discretion, in 
addition to any judgment awarded to the plaintiff or plaintiffs, alow a reasonable 
attomey's fee to be paid by the defendant, and costs of the action. 

END OF APPENDIX 6 

Bylaws - Page 60 


CITIZENAUDIT.ORG PAGE #099
APPENDIX 7 

REPORTING AND DISCLOSURE REQUIREMENTS FOR STATEWIDE OFFICERS, 
LOCAL OFFICERS, DIRECTORS, ASSISTANT DIRECTORS AND UNION STAFF 
(See Article XXII Section 3 of Bylaws) 

From Labor Management Reporting and Disclosure Act 
(29 U.S.C. 432) 

SEC. 202. Every ofcer of a labor organization and every employee of a labor 
organization (other than an employee performing exclusively clerical or custodial 
services) shall le with the Secretary a signed report listing and describing for his 
preceding scal year- 

(1) any stock, bond, security, or other interest, legal or equitable, which he or his 
spouse or minor child directly or indirecI:ly held in, and any income or any other 
bendit with monetary value (inducing reimbursed expenses) which he or his 
spouse or minor child derived direcI:ly CI indirectly fran, an employer whose 
employees sud1 labor organimlion represents or is actively seeking to represent, 
except payments and ot:l1er benets received as a bona de employee of such 
employer; 

(2) any transaction in which he or his spouse or minor child er1gaged, direcI:ly or 
indirectly, involving any stock, bond, security, or loan to or from, or other legal 
or equitable interest in the business of an employer whose employees such labor 
organimtion represents or is actively seeking to represent; 

(3) any stock, bond, security, or other interest, legal or equitable, which he or his 
spouse or minor child directly or indirecI:ly held in, and any income or any other 
benet with monetary value (inducirg reimbursed expenses) which he or his 
spouse or minor child direcI:ly or indirectly derived rm, any business a 
substantial part of which consists of buying from, selling or leasing to, or 
otl1erwise dealing with, the business of an employer whose employees such labor 
organimtion represents or is actively seeking to represent; 

(4) any stock, bond, security, or other interest, legal or equitable, which he or his 
spouse or minor child directly or indirecl:|y held in, and any income or any other 
benet with monetary value (inducirg reimbursed expenses) which he or his 
spouse or minor child direcI:ly or indirectly derived rm, a business any part of 
which consists of buying om, or selling or leasing directly or indirectly to, or 
otl1erwise dealing with such la bor orga nimtion; 

(5) any direct or indirect business t:ransacI:ion or anangement between him or his 
spouse or minor child and any employer whose employees his organization 
represents or is actively seeking to represent, except work performed and 

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CITIZENAUDIT.ORG PAGE #100
payments and benets received as a bona de employee of such employer and 
except purchases and sales of goods or services in the regular course of business 
at prices generally available to any employee of such employer; and 

(6) any of money or oti1er thing of value (including reimbursed 
expenses) which he or his spouse or minor child received direcliy or indirectly 
from any employer or any person who acts as a labor relations consultant to an 
employer, except payments of ti1e kinds referred to in section 302 of the Labor 
Management Relations Act, 1947, as amended. 

The prov'sions of paragraphs (1), (2), (3), (4), and (5) of subsection shall 
r1ot be construed to require any such ofcer or employee to report his bona de 
investments in securities traded on a securities exchange registered as a national 
securities exchange under the Securities Exchange Act of 1934, in shares in an 
invesbnent company registered under the Invesbnent Company Act or in 
securities of a public utility holding conpany registered under the Public Utility 
Holding Company Act of 1935, or to report any income derived therefrom. 

Nothing contained in this section shail be construed to require any ofcer or 
employee of a labor organization to le a report under subsection unless he 
or his spouse or minor child holds or has held an interest, has received income or 
any other ber1et with monetary value or a loan, or has engaged in a transaction 
described therein. 

END OF APPENDIX 7 

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CITIZENAUDIT.ORG PAGE #101
ADMINISTRATIVE POLICIES AND 
PROCEDURES 

SEIU LOCAL 503, 
J  

 

maIInrH|sI0 Y 

SEIU 503 GENERAL 2010 

ARTICLE 
XVI 

XVII 
 
XIX 

XX 

XXI 
XXII 

 

XXIV 
XXV 

XXVI 

(20  

INDEX 

HEADQUARTERS 

BOARD OF DIRECTORS 

BOARD OPERATIONS 
LOCALS 

GENERAL COUNCIL 
REIMBURSABLE EXPENSES 

PURCHASE AND RECORDING PURCHASES OF PERSONAL PROPERTY 
BY LOCALS 

OTHER FISCAL MATTERS 
BARGAINING 
DELEGATES TO DAS AND OUS BARGAINING CONFERENCES 

INDIVIDUAL EMPLOYEE REPRESENTATION AND ARBITRATION 
SCREENING 

UNFAIR LIST 

POLICY FOR ADMISSION OF WORKERS INTO THE UNION 
AFFIRIVIATIVE ACTION AND EQUAL OPPORTUNITY 
STAFF 

HEADQUARTERS RECORDS 

USE OF UNION FACILITIES 

STUDENT FINANCIAL ASSISTANCE AWARDS 

POLITICAL CANDIDATES 

SEIU OREGON STATE COUNCIL AND LABOR COUNCILS 
POLICY FOR USE OF STRIKE AND JOB PROTECTION FUNDS 
INVESTMENT GUIDELINES 

OATH OF OFFICE 

MEMBER LEADERSHIP DEVELOPMENT 
COMMUNICATION GUIDELINES 

TELEPHONIC MEETINGS 

PAGE 

SEIU LOCAL 503 
OREGON PUBLIC EMPLOYEES UNION 

ADMINISTRATIVE POLICIES AND PROCEDURES  

PURPOSE 

This document sets out policies and procedures relating to administration of activities of the 
Union It is intended to supplement, explain, or implement the Union Bylaws and resolutions 
adopted by General Councils The Bylaws and General Council resolutions take precedence 
Upon adoption of this document, its provisions shall supersede and replace all other provisions, 
on the same subject, which may have been adopted by earlier Boards Copies shall be distributed 
to Board members, Assistant Directors, Committee Chairpersons, and Local Presidents 

ARTICLE I  
HEADQUARTERS 

The principal office of the Union, hereinafter referred to as "Headquarters," is located in Salem, 
Oregon :5 2010) 

ARTICLE II  
BOARD OF DIRECTORS 

Section 1 Meeting Scheduling The second Saturday of every other month is reserved for 
Union statewide Board meetings The scheduling of dates, times, and places of Board meetings 
is the prerogative of the President who presides at Board meetings Normally, Board meetings 
start at 9 00 a m so that individuals not authorized for night-before arrival will have sufficient 
travel time Special circumstances could require a different starting time 

Section 2 Agenda The President, with the assistance of the Executive Committee and the 
Executive Director, schedules items on the agenda of Board meetings A copy of the agenda 
shall be sent to all members of the Board, Assistant Directors, and Committee Chairpersons no 
later than ten (10) days before each meeting The Board, Committee Chairpersons, and 
Executive Director shall prepare and distribute outlines and background details of issues that will 
be presented for Board consideration and action ten (10) days prior to the Board meeting When 
this cannot be done, every effort will be made to communicate this information to the Board 
members prior to the meeting 

Section 3. The usual order of business of the Board in regular and special meetings shall be as 
follows 
Call to Order 
Roll Call 
Reading of Minutes 
Communications 
Reports of Officers Directors 

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Reports of Special Committees 
Open Discussion 

Unfinished Business 

New Business 

:5 2010) 

Section 4 Who May Attend Board meetings shall be open to attendance by any Union 

member Locals are encouraged to pay for expenses of their members to attend Board meetings 
On extraordinary occasions, the Board by a two-thirds vote may direct that a specific matter 
be considered in executive session Such extraordinary occasions include consideration of the 
employment of a staff member, the dismissal of, or to hear complaints or charges brought against 
an officer, deliberations with persons designated to carry on labor negotiations, consultation with 
counsel concerning the legal rights and duties of the Union with regard to current litigation or 
litigation likely to be led, or to review and evaluate criteria and policy directives adopted by the 
Board All executive sessions will have approved recorded minutes on file at Headquarters 

Section 5 Voting on Expenditures and Union Policy All Board votes on Union policy or 
unusual expenditure items shall be by voice vote or show of hands and shall be duly recorded 

Section 6 Voting on Political Items Based on recommendations and information from Citizen 
Action for Political Education (CAPE) or other appropriate sources, the Board may vote to 
endorse or take no position on candidates for statewide elective ofces and the State Legislature 
Also, based on recommendations and information from CAPE or other appropriate sources, the 
Board may vote to endorse, oppose, or take no position on statewide ballot measures or political 
issues Any such action by the Board on political candidates, ballot measures, or political issues 
shall require a roll call vote and approval by a two-thirds majority of those voting The 
position taken by the Board shall be communicated to the CAPE Council and the general 
membership 

Section 7 Minutes Detailed minutes of Board meetings shall be taken and transcribed by a 
recording secretary The Secretary-Treasurer or his/her designee shall review and certify the 
completed minutes and direct their reproduction Copies shall be mailed to Board members, 
Assistant Directors, and Committee Chairpersons, and, upon request, to Local Presidents One 
(1) copy shall be kept permanently at Headquarters and shall be available for inspection by any 
Union member Executive Session minutes shall have a restricted distribution determined by the 
President and shall be maintained in a secured location at Headquarters 

Section 8 Publicizing Board Motions Copies of the minutes of the Board meetings shall be 
mailed as soon as possible to Board members, Assistant Directors, Standing and Special 

Committee Chairpersons, and Local Presidents 

Section 9 Plaques for Statewide Officers A plaque is awarded to each Statewide Officer at the 
time he/she leaves that position 

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ARTICLE  
BOARD COMMITTEE OPERATIONS 

Section 1 Meeting Schedules Committees of the Board shall meet at such intervals and at such 
times and places as the Committee Chairpersons feel necessary for performing the duties of their 
committees However, meetings involving more than ordinary expense shall require advance 
Board authorization Committee Chairpersons are encouraged to minimize the number of 
meetings by developing a full agenda and by using mail, e-mail and telephone communications 

Section 2 Coordination of Meeting Dates The President shall arrange for the coordination of 
dates used for meetings by the various Board committees The President shall designate 
"committee weekends" Committee Chairpersons will endeavor to coordinate meetings with 
other committees to allow for sharing of rides and lodging 

Section 3 Advisory Members Persons serving as advisory members on a committee shall have 
the right to vote on all issues coming before the committee 

Section 4 Committee Publicity Space shall be provided in the Union newspaper for reporting 
the highlights of committee activities 

Section 5 Expense Review Committee Chairpersons should review expense claim forms of 
committee members prior to submission When expense vouchers are identified by date, 
committee activity, and are signed by the Committee Chairperson, they will be processed for 
payment If not, they will be returned to the person completing the expense voucher with proper 
notation for completion 

Section 6 Reports to the Board Committee Chairpersons shall make all reports to the Board in 
written fonn, unless invited by the President to appear in person Oral committee reports will be 
scheduled so that committee representatives can leave home and return on the same day 

Section 7 Executive Committee The Executive Committee meets on the call of the President 
Minutes shall be taken at each meeting These minutes shall be included in the next Board 
meeting packets and an oral report shall be presented at that Board meeting The Secretary- 
Treasurer or his/her designee shall review and certify the completed minutes 

Section 8 Committees Within the Board structure there are two (2) types of committees 
Standing and Special The Board also has Special Councils 

Standing committees of the Board are Member Benefits, Staff Screening, Civil  
Human Rights, Member/Local Union Organizing, Hardship, Committee to Protect 
Injured Workers (CPIW), Pension and Thrift, and the Fight Contracting Out 
Committee :6 2008, :5 2010) 

These committees are established to respond to special interests of the Union, 

i e overseeing member benets/insurance programs, lling staff positions, retirement 

benefits, monitoring equal employment opportunities, designing a structure to organize 

non-represented workers, providing a structure for hardship assistance, overseeing 

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leadership training, monitoring and educating on workplace health/safety/rights of injured 
workers, setting policy for the staff pension plan, and to develop expertise in fighting 
contracting out efforts 

Any committee with a corresponding Union conference (i e Civil Human 
Rights Conference) will be responsible for recruiting participants to attend 

1 MEMBER BENEFITS COMMITTEE 

a) The committee shall make recommendations to the Board for action in 
the following areas 

1 Membership benefit programs, 

2 Policy positions on insurance programs in general, and 
3 Maintenance, betterment and promotion of workers 
compensation benefits 

b) No advertising through the Union newspaper or other Union media, 
paid or otherwise, that implies a discount to Union members or others 
shall be accepted for publication unless the matter has been approved by 
the Member Benefits Committee or other appropriate committee and the 
Board 

2 STAFF SCREENING COMMITTEE 
a) For program staff positions, the Committee shall 

1 Review all applications, 

2 Contact all applicants chosen to be interviewed, 

3 Conduct all initial interviews, and 

4 Make recommendations to the Executive Director of person(s) 
to be hired When possible, the committee shall recommend two 
(2) people at least for each available position The committee shall 
try to maintain a list of eligible applicants for any future openings 

b) For support staff positions, the Committee shall 

1 Interview finalists submitted by the Department Supervisor, for 
all support staff position, 

2 Screen applicants for Union values, and 

3 Make recommendations to the Department Supervisor of 
person(s) to be hired When possible, the committee shall 
encourage hiring of Union members 

c) The committee shall, for management staff positions, with the exception 
of the Executive Director and Assistant Executive Director positions 

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"5 

J 

Page 5  2010  

1 Announce all openings 

2 After initial screening by the Executive Director, the staff 
screening committee shall be represented on a special committee to 
interview all applicants submitted by the Executive Director 

3 Make recommendations to the Executive Director, in order of 
preference, of the person(s) to be hired 

d) Assistant Executive Director applicants shall be screened and 
interviewed by a special committee comprised of the Executive Director 
and members of the Board of Directors, appointed by the President The 
final hiring decision will be made by the Executive Director 

CIVIL AND HUMAN RIGHTS COMMITTEE 

a) The Civil and Human Rights Committee will make recommendations to 
the Board for action in the following areas 

1 Creating public and Union awareness of the Union's 
commitment to Equal Employment Opportunity (EEO) policies, 
2 Developing and providing EEO training programs, and 

3 Promoting of Civil Rights in all areas that affect members 

b) The Civil and Human Rights Committee will oversee the Latino 
Caucus which promotes the leadership and organization of Latina/o 
members 

c) The Civil and Human Rights Committee will oversee the Lavender 
Caucus which promotes the leadership of Gay, Lesbian, Bisexual, and 
Transgendered members 

d) The Civil and Human Rights Committee will oversee the 
African/American (AFRAM) Caucus which is charged with meeting the 
following organizational goals (ESP :7 1998) 

1 Build a strong power base for f1 ghting unique 

issues of cultural diversity, 

2 Develop unity and a sense of solidarity within the 
membership of African American descent to build power within 
the Union as a whole, 

3 Develop a systematic forum to identify and develop, train and 
organize African American leadership, 

4 Draw on the perspective and experience of African 

American members to expand our awareness of multi-cultural and 
multi-racial issues, and 

5 Work in partnership with the SEIU International 


CITIZENAUDIT.ORG PAGE #107
AF RAM caucus 
4 UNION ORGANIZING COMMITTEE (MOC) 

a) The Union will maintain a Member/Local Union Organizing Committee 
to design and support the structure necessary for members to work on 
behalf of the Union for periods of up to one (1) year while on leave or 
release from their current employment The Board of Directors will fund 
a regularly scheduled training session for members to be 
done by organizing staff, Member/Local Union Organizers (on paid time) 
who have had the training previously, and SEIU resources when and 
where available (MA :8 1990, :3 2000) 

b) This committee will include Union leadership as well as rank-and-file 
members (MA :8 1990) 

c) This committee will develop a statement of purpose, a timetable, and a 
proposed funding base necessary for the operation of an ongoing 
Member/Local Union Organizing Committee through which Local 
members can work to organize non-represented people in the labor force 
(A44 :8 1990) 

d) This committee will have the following goals 

1 To recommend Local union organizing goals, subject to Board 
approval, 

2 To develop a strategic organizing plan for the Union, 

3 To assist in creating member organizing committees so that the 
Union has trained volunteer organizers to support its organizing, 
4 To work with members to set up organizing teams that can be 
called upon to help in external organizing activities around the 
state Team members will have at least one organizing opportunity 
per quarter to take part in external organizing activities and 
training, 

5 To maintain a current list of trained members, schedule 
trainings, and a record of members participation be presented to 
the Board quarterly, and 

6 To evaluate and revise an organizing plan on a regular basis 
(A44 :16 1992) 

5 HARD SHIP COMMITTEE 
a) A Statewide Hardship Committee is maintained for the purpose of 

setting standards and criteria for Local Hardship Committees for providing 
limited and short-term assistance to members 

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b) The Statewide Hardship Committee will consist of interested members 
appointed by the President and approved by the Board of Directors 

c) The Union President will appoint one (1) member of the Board of 
Directors to serve as liaison between the Board and the Committee This 
will be a nonvoting position 

d) Local Hardship Committees The Local Hardship Committees will 

1 Be composed of representatives within the Local, 
2 Follow criteria set up by the Statewide Hardship Committee, 

and 
3 Give direction to Local members for raising funds and nding 

other resources 

6 COMMITTEE TO PROTECT INJURED WORKERS (CPIW) :6 1998) 

a) The committee is formed to organize, educate and 
mobilize around the issues of workers compensation, insurance, safety 
and health 

b) The committee shall develop a packet for injured workers to be 
distributed to new workers and made available to members This 
information shall also be added to new orientation packets (ER 2 7 2004) 

c) The committee shall work legislatively for positive 
change in these areas 

d) The committee shall investigate, advise, consult with other unions 

and affiliates and other interested parties, and educate Union members and 
the public with regard to workplace health, safety, and the rights of injured 
workers 

7 PENSION AND THRIFT COMMITTEE 

Page 7  2010  

a) The Union Retirement Plan and Trust Agreement is a defined 
contribution 401K plan for Union staff members, which includes plan 
implementation and investment of pension funds 

1 Oversight for the plan is provided by the Plan Administrator, 
the Union's Executive Director 

2 There will be six (6) Trustees, two (2) members from 

the Union's Board of Directors, and four (4) staff representatives 
who are Plan participants two (2) administrative staff members 
and two (2) bargaining unit staff members 


CITIZENAUDIT.ORG PAGE #109
8 FIGHT CONTRACTING OUT COMMITTEE 

a) This committee is charged with development of expertise in how to 
contracting out, and acting as a rapid response team to assist in 
ghting any contracting out efforts The committee will 

1 Produce a leaders toolkit available to all Local officers, 

2 Actively develop a campaign to spread our message to public 
ofcials through their publications and meetings, lobby days, and 
whatever means necessary that privatization is not acceptable, 

3 Cultivate research on privatization and make said research 
available to all members as well as legislators, 

4 Advocate for state and Local legislation that would raise public 
accountability standards, 

5 Advocate for political and legislative action that promotes 
policies which discourage privatization, 

6 Aggressively defend public services that are under attack, 
including activating an early warning system to spread the word 
about important contracts up for bid or renewal and widely 
publicizing contracting problems, 

7 Develop training for activists, Local leaders, and union staff 
about this issue including, but not limited to, feasibility training, 
warning signs, motivating members, and waging a campaign 
against privatization, 

8 Foster alliances with others in our state and nation who share 
our concern about defending and improving public services 

9 Include and increase protections in all collective bargaining 
agreements, 

10 Explore and encourage opportunities for organizing workers 
who provide similar services in the public, private, and non-profit 
sectors so that private companies cannot compete on the basis of 
low wages and benefits, 

11 Develop a website linked to the SEIU 503 website, with 
information about how to f1 contracting out, including 

links and information about what other states have done, and 

12 Identify where contracting out has failed by costing more 
money or providing poor quality services 

b) Regional duties may include, as determined by the Board of Directors 
1 Providing a list of activists willing to help SEIU members in 
Oregon and nationally, 

2 Developing action plans with feedback of what worked and 
what didnt, 

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"5 

3 Provide training and present information to members via 
meetings or developing web accessed tools such as a template for 
gathering information and setting up an action plan, 

4 Developing a resource directory including contacts, and 

c) The Committees activists shall develop expertise in the wider issues 
of job losses through outsourcing and advise the Board of Directors on 
issues that affect working people outside of our union 

Special Councils The special councils of the Board are Local Government, 
Women's, Higher Education, Private Non-Prot and Nursing Home These councils are 
established to further communication and the principles of unionism within these groups 
Any council with a corresponding SEIU Intemational or Union conference (i e Women's 
Conference) will be responsible for recruiting participants to attend 

1 LOCAL GOVERNMENT COUNCIL 

a) The council shall be comprised of representatives from every Local- 
government Local represented by the Union 

b) The council shall oversee the overall Local government organizing 
plan and the coordination of Local government activities, including, 
but not limited to 

0 An annual Local government conference, 

0 A strategy for coordinated bargaining for Local 
govemment units, 

0 Coordinated training, and 

0 An overall Local government political strategy 

c) All Local government units shall select a representative(s) to 
participate in conferences and other activities designed to build the 

unions plan for Local government units 

d) The council shall meet at least two (2) times a year 
13A 1981, :8 1987, U0 2002) 

2 COUNCIL 
a) The council shall be comprised of members and a chairperson who are 
appointed by the Union President, subject to approval by the Board of 
Directors 

b) The council shall 

1 Plan and execute the Women's Conference, to be held 
biennially in odd-numbered years, 

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2 Institute information, research, and lobbying programs that 
address issues of particular interest to the women of the Union, 

3 Create an active network of activities that involve the women of 
the Union, 

4 Organize a women's caucus, and 

5 Serve as Dependent Care Committee, with the responsibilities 
of ensuring that quality dependent care be available to all members 
at all major Union events and promoting worthy wage legislation 
at the state and federal levels 

(EB 23A 1990, :6 2008)) 

3 HIGHER EDUCATION COUNCIL 

a) The Higher Education Council shall consist of at least one elected 
member from each of the seven campuses in the Oregon University 
System A chairperson will be selected by the members of the council 
This Council will meet on a regular basis to develop strategy, discuss 
issues to be resolved or put forward during negotiations with OUS, 
develop system-wide campaign actions in concert with the Bargaining 
Team, to enable and develop coalition building on each campus, and (in 
response to input from the Bargaining Team) create and publish yers, 
press announcements, website announcements, and bulletins for 
distribution on campus (ER :1 2000) 

b) This Council will also meet to build solidarity throughout the system 
Its primary mission will be to organize and motivate members on each 
campus to act as one 

c) In addition, the Council will be advised by the Higher Ed Coordinator 
organizer and will meet and confer with the Higher Ed Bargaining team 
regularly during the contract campaign to enable direct communication 
and report on the progress of the campaign on the individual campuses 

d) The Council could be asked to develop agendas for conferences to 
better inform and motivate membership, especially during contract 
campaigns 

4 PRIVATE NON-PROFIT COUNCIL 

a) The duly elected Director of the private non-profrt employment sector 
shall serve as an automatic member of the Private Non-Profrt Council 

b) Each private non-profrt agency may have at least one member serve on 

the Private Non-Profrt Council 
(ER :5 2008) 

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5 NURSING HOME COUNCIL 

a) The President and Vice-President of each Nursing Home Local or 
designee shall sit on the Nursing Homes Council 

b) The Nursing Homes Council shall have no govemmental or duciary 
functions 

c) The costs of the Council in excess of the amount approved by the 
Board of Directors shall be proportionally charged to the Nursing Home 
Local's accounts 

(ER :7 2008, :5 2010) 

Special Committees A Special Committee is a committee established by General 
Council or the Board for a specic purpose on a temporary basis, with its duration 
determined by the Board Unless otherwise provided for in the Bylaws or all 
committees shall consist of members and a chairperson who are appointed by the Union 
President, subject to approval by the Board of Directors 

1 OPERATIONAL AUDIT COMMITTEE 

The Operational Audit Committee reports to the Board and is charged to conduct 
operational audits, review and other investigations as the Board deems necessary to 
assure the Board that resources and assets are used efficiently and effectively to realize 
the goals of the Local The Board shall allocate funding sufficient to carry out the 
charge of this committee (U0 :3 2002) 

Section 9 Each Committee shall keep minutes of transactions at each meeting, and these minutes 
shall be included in the Board packets :5 2010) 

Section 10 The chairperson or a designated representative from Standing or Special Committees 
may present motions to the Board :5 2010) 

Section 11 The Board shall maintain Community Action Centers throughout the State for the 
purpose of holding community-based, cross-Local meetings to undertake political action, 
solidarity activities, strategic brainstorming and planning, and to share issues and concerns from 
Locals in the area Meetings will be scheduled as needed within each Center, based on the level 
of interest in community based projects The following list will serve as a starting place for the 
Boards deliberations on where such Centers will be established 

Astoria/Tillamook 
Newport/Lincoln City 
Coos Bay/ South Coast 
Salem 

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0 Corvallis/Albany 

0 Eugene 

0 Roseburg 

0 Grants Pass/Medford 

0 Klamath Falls 

0 The Dalles/Hood River 
0 Portland Area 

0 Pendleton/LaGrande 

0 Bend 

0 Baker City/Ontario 

Reasonable and routine operating expenses for these Community Action Centers, such as food, 
mileage and room rentals, shall be paid by the General Fund and can be signed for by the staff 
organizer assigned to that Center Funding for special projects beyond reasonable and routine 
expenses shall be requested through the Finance Committee according to its established 
practices 

ARTICLE iv  
LOCALS 

Section 1 Copies of Staff Job Descriptions and Table of Organization Upon request, 
Headquarters shall supply Local presidents with copies of staff personnel job descriptions and 
the staff table of organization 

Section 2 Local Organizing Plans All Locals, working with their organizers, shall submit an 

annual Local organizing plan that 
0 Identies Local and worksite issues and lays out plans to address them, 
0 Integrates workplace organizing into the overall Unions strategic plan, 
0 Sets goals for leadership recruitment/development, membership 

percentages, CAPE contributors, etc and 

o Determines a calendar and timetable for implementing the plan 

Officers and staff of the union are directed to focus close attention on the unions internal 
organizing and leadership development plans, without compromising the Locals political and 
external organizing programs 

Section 3 If a Local becomes inactive, all unobligated monies of the Local shall revert to the 
treasury of the Union If an inactive Local has not been reactivated within two (2) years, said 
monies shall be placed in the General Fund account of the Union Unobligated monies of a 
Local whose charter has been revoked shall be placed in the General Fund account of the Union 
upon receipt :5 2010) 

Section 4 To the extent a Local is formed through an affiliation, the affiliation agreement shall 
provide, in addition to other necessary provisions, that upon payment of Union dues and 
acceptance of the Union Bylaws and other obligations of Union membership by the various 
members of the organization qualifying for active membership in the Union, such members shall 

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be entitled to all the rights of, and shall be, active members of the Union The organization shall 
be entitled to all the rights and subject to all the obligations of, and shall be a regular Local of the 
Union 

Section 5 The dues paid by Union members are Union monies whether for the use specifically 
of the Union or of the Local If a Local chooses to affiliate with any other labor organization or 
decertifies the Union, the funds in its treasury that were derived from such Union dues shall 
belong solely to the Union for its use and shall be turned over to the Union by such Local upon 
affiliation of the Local with the other labor organization or upon decertification :5 2010) 

Section 6 Worksite Leaders Every workplace represented by the Union shall have a worksite 
leader Each worksite leader shall receive membership applications and distribute information of 
interest to their coworkers 

Headquarters shall keep a statewide master list of all worksite leaders Each Local shall 
keep a list of worksite leaders in the Local These lists shall be made available to Committee 
Chairpersons, Union Stewards, other officers, or staff persons of the Union upon request 

ARTICLE V  
GENERAL COUNCIL 

Section 1 Existing Policy Resolutions Document Not later than four (4) months after General 
Council, the Resolutions Review Committee shall compile an Existing Policy Resolutions 
document, indicating current status Copies of each new document and statement shall be 
distributed to Board members, Assistant Directors, Committee Chairpersons, and Local 
Presidents Each General Council year, an updated edition of this document shall be prepared by 
the Resolutions Review Committee not later than ninety (90) days prior to Council and shall be 
distributed to all General Council delegates 

Section 2 Deletion and Prioritization of Older Resolutions Effective four (4) months after 
General Council, all existing policy resolutions more than four (4) years old are deleted A 
resolution adopted at General Council will take precedence over all preceding adopted 
resolutions dealing with the same topic The Resolutions Review Committee shall compile a list 
of deleted resolutions and forward copies to all Board members and Board Committee 
Chairpersons 

Section 3 Union Newspaper The Union newspaper shall publish the resolution timelines, the 
method of moving resolutions through the process, and a sample format for resolutions in its first 
issue in the calendar year in the year of General Council Immediately following General 
Council the adopted constitutional changes will be printed verbatim in the Union newspaper for 
membership information (OUI7 1998) 

Section 4 Resolution Authoring Each General Council resolution submitted will show the 

name of the author His/her name will be encoded on the resolution when it is processed at 
Headquarters 

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Section 5 Resolution Heading The heading of each General Council resolution shall contain 
the name of the sponsoring group and its location 

Section 6 Dated Resolutions The Resolutions Review Committee shall review the Existing 
Policy Resolutions for resolutions that have gone beyond stated implementation dates and then 
refer these resolutions to the Board for action 

Section 7 General Council Committee Responsibilities The General Council committees shall 
have one agenda day to consider resolutions assigned to them These committees are given the 
responsibility and authority to modify, combine, and subsequently present resolutions to the 
General Council However, any original resolution may be called to the oor by a majority vote 
of the General Council 

Section 8 Expense Reimbursement for Certain Committees Meals, lodging, and travel 
expenses for the General Council Pages and for the members of the Credentials Committee are 
reimbursable by the Union 

Section 9 Smoking Ban Cigarette, cigar, and pipe smoking are banned on the General Council 
floor and in the committee meeting rooms 

Section 10 Alcoholic Beverages Union funds shall not be used for the purchase of alcoholic 
beverages, mix, or related items 

Section 11 Past Presidents Past Presidents who are not eligible to serve as pennanent delegates 
are permanent honored guests at General Council 

Section 12 Dates The dates of General Council shall be set in a manner attempting to 
minimize conict with religious observances (U0 :6 1996) 

Section 13 General Council Delegate Responsibilities Attendance at all sessions of the 
General Council is essential Delegates appointed to General Council committees are expected 
to attend all scheduled meetings of their committee Delegates representing Locals that are 
sponsoring resolutions are responsible for actively working for adoption of those resolutions, 
including appearing before General Council working committees in support of his/her Local 
resolution 
Delegates are charged with a responsibility to report back to their membership 

constituency an accounting of the Council decisions and events This is a critical function of the 
General Council body in communication and education of its members in the governance of the 
Union 

ARTICLE VI  
REIMBURSABLE EXPENSES 

Section 1 General Expenses that are incurred for carrying out Union business are 

reimbursable Cooperation is needed to achieve the goals of the Union There may be times 
when lodging regulations must give way to travel and vice versa Alternate modes of travel will 

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be considered for cost-effectiveness The overriding consideration is total cost to the Union All 
travel arrangements will be made through Union Headquarters Special conditions will be 
approved in advance by the Union Secretary-Treasurer or his/her designee 

Section 2 Hardship Advance Hardship will be self-defined but will be based on financial need, 
not personal convenience Individuals requesting an advance must contact the authorized signers 
(Local President or Committee Chairperson) to approve payments An expense fonn must be 
completed and signed by the authorized signer(s), then submitted to Accounting at Headquarters 
The check will be issued within three (3) days of receipt of the request for an advance 

Cash advances will be limited to mileage 

Expense fonns covering the advance/event are to be submitted within two (2) weeks 
following the event justifying the payment 

If expense forms covering the event are not received by Headquarters within two (2) 
weeks after the event, the Accounting office will bill the individual for the amount of the 
advance 

If the individual does not respond within ten (10) days, the Accounting office will bill 
the appropriate account (Local or Committee) with notice to the signer(s) who authorized 
the advance 

If the individual has an outstanding unpaid advance, no further advance requests will 
be honored until the initial advance has been resolved 

Section 3 Types of Reimbursable Expenses Reimbursable expenses are those for meals, 
lodging, travel, telephone calls, postage, and other Union business incidentals 

Section 4 Alcoholic Beverage Expenses Expenses for alcoholic beverages are not 
reimbursable 

Section 5 Eligible Persons The persons eligible for expense reimbursement are Board 
members, Assistant Directors, Local Officers, committee members, General Council delegates, 
active Past Presidents, staff and other Union members on authorized Union business 

Section 6 Individual Receipts Receipts are required for lodging, meals, and miscellaneous 
expenses 

Section 7 Travel Expense Claim Forms Expense claims through the end of each month are due 
by the 15th of the following month Names of guests and dates shall be listed on such forms 
when rides are shared or when meals are paid for others who are eligible for reimbursement 

Claim forms must be submitted within ninety (90) days 
Claims over ninety (90) days will be denied, but appeal may be made to Union 
Finance Committee if denial represents undue hardship 

Section 8 Meal Allowances Reimbursement for meals shall be for actual expenses up to a 

maximum of $7 88 for breakfast, $7 88 for lunch, and $15 75 for dinner (plus up to 20% gratuity 
not to exceed $9 46 for breakfast, $9 46 for lunch and $18 90 for dinner) (U0 :1 2008) Receipts 

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must be submitted for substantiation before reimbursement is made Meal expenses may be 
carried from one (1) consecutive day to the next if all the expense vouchers are from the same 
account (e g cannot mix General Fund or Local accounts) Meal reimbursement for out-of-state 
meetings may be made at higher rates if circumstances have required higher expenses However, 
this will be limited to two (2) times the amount for in-state travel No reimbursement for meals 
will be granted for those meals that are provided by the function unless there is a dietary reason 
that cannot be accommodated (ll/[A :5 2002) 

Section 9 Guidelines for Lodging Arrangements, Reimbursements, and Allowances 

All lodging arrangements will be made through Union Headquarters except for special 
conditions approved in advance by the Union Secretary-Treasurer or his/her designee 
The Union allows the double room rate for each individual who is 
authorized for lodging and occupies a room However, a member may request a single 
room if either the member pays at checkout time the difference between one-half  
the double room rate and the single room rate, or if a Local has given prior approval to 
the member that the Local will pay the difference upon being billed by the member or 
Union Headquarters Members traveling with family/partner will be responsible for the 
difference in cost between the single room rate and a family accommodation rate 
Persons who do not request special considerations, yet end up in single accommodations 
because there was no other person to share a room, shall not be charged for the extra cost 
Headquarters will annually compile a list of preferred hotels and motels which all 
members are requested to use when staying in an area unless prior approval is received 
from a Statewide Officer 
Persons calling meetings are cautioned that all Union dues-funded budgets 

(whether they are Union General Fund or Local Central Ledger accounts) are the 
responsibility of the Union and are to be utilized according to the Unions goveming 
documents 

Meetings Held in Salem 
1 Arrangements are to be made through Headquarters 

a) The person calling the meeting is to contact Union Headquarters 
and give dates and names of attendees 

b) Unless otherwise specified, Union Headquarters will pair up 
participants in shared rooms 

c) Persons requesting single rooms or family accommodation are 
to have reservations made by Union Headquarters 

d) Persons requesting special accommodations because of non- 
member authorized guests in room or personal, non-reimbursable 
expenses, will be responsible for payment of the extra cost either at 
the time of checkout or upon receipt of a billing from Union 
Headquarters Payment is due upon receipt of billing If payment 
is not received within 90 days, the amount due will be deducted 
from that persons next expense reimbursement request No 

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further special accommodations will be honored until the 
outstanding billing has been resolved 

2 There may be times when more than one Union group is meeting at the 
same time Whenever possible room share will be attempted 

Meetings Held Outside Salem 

1 Persons planning meetings away from Salem are requested to keep 
costs to the Union at a minimum Regardless of the costs at the 
hotel/motel chosen, the payment allowance/reimbursement is still one-half 
the shared room rate at that hotel/motel 

2 The person calling the meeting should first contact Union Headquarters 
to see if special arrangements have been made at a motel in the vicinity the 
meeting is to be held Group discount rates should be explored and costs 
compared whenever possible 

3 Leaders should coordinate lodging, pairing participants in shared rooms 
whenever possible 

Section 10 Mileage Allowances Reimbursement for travel expense shall be 6525 less than the 
federal IRS rate and Union reimbursement rates for rideshare/carpool be raised to 6525 above the 
single rider rate per mile and raised/lowered automatically to maintain the 6 difference per mile 
any time single rider rates are changed Further, this rideshare/carpool increased rate is not to be 
used to lower the single rider/driver rate or the cause of such a change based on the actual and 
reported beginning and ending odometer readings of the vehicle used (U0 :3 2002, U0 :14, 
2004) 

Section 11 Ride Sharing Ride sharing is strongly encouraged whenever possible for all Union 
officials and members while on Union business 

Section 12 Limits on Board member visits to Locals Expense reimbursement by the Union 
will be made to a maximum of one Board member per Local meeting 

Section 13 Special Conditions The dinner meal and lodging will be allowed the night before a 
meeting only if auto travel to the meeting exceeds seventy-five (75) miles one way Lunch will 
be allowed the day of an evening meeting, providing that arriving timely for the evening meeting 
necessitates leaving prior to the normal lunch hour of 12 noon 

Lodging will be allowed the night after a meeting only if travel time after adjoumment of 
the meeting would make arrival at home after 9 p m including one (1) hour for dinner en route 
Dinner will be allowed on the night of a meeting if travel is necessary after the normal dinner 
hour of 6 p m 

Breakfast will be allowed after an overnight stay away from home, or prior to a morning 
meeting necessitating travel before 6 a m in order to arrive timely Lunch will be allowed on the 
day of return home if arrival time exclusive of eating would be after 1 p m and that departure is 
no later than 8 a m 

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When it is necessary to include a homecare client while a union activist is participating in 
authorized union activities, the union will reimburse for actual expenses associated with said 
client's in-state travel for mileage, food and lodging (not to exceed $5,000 annually) (U0 
:2 2002) 

Additional exceptions may be made for such unusual circumstances as illness or adverse 
weather conditions 

Section 14 Expense Schedule Revisions The Board of Directors is authorized to change the 
Union expense schedules 

Section 15 Board Authorization The Board of Directors may provide for the payment of travel 
and other necessary expenses of the Board, members of Standing and Special Committees, and 
other members authorized by the Board to represent the Union 

Section 16 Payment to Members for Wages and Expenses 

Payment for Wages and Expenses While Bargaining and All Other Wages Payment 
for wages and expenses will be initially paid by Headquarters, weekly for expenses, and 
for wages, directly to the bargaining unit member 

Wages Those individuals authorized to receive wages while attending authorized 
events held during an individual's normal working time (such as those selected to 
represent Locals at the coalition tables, at the central table, and delegates to bargaining 
conferences and General Council) will be processed as follows 

1 For all practical and legal purposes these members will be considered as 
employees of the Union while at such activities 

2 Wages will be paid based on the individual's normal hourly rate as stated on 
his/her payroll check stub or at the stated hourly rate based on the salary 
amount plus the following 

a) Pro rata of the retirement contributions lost, 

b) Pro rata of vacation lost, and 

c) Pro rata of sick leave lost 
3 Withholding based on gross Union payment will take place for federal, state, 
and Local taxes, FICA and SAIF 
4 Additional payroll expense costs will be billed to the Locals for employer 
costs 

a) Federal Unemployment Tax, 
b) State Unemployment Tax, 
c) FICA, and 

d) SAIF 

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5 Withholding forms (W4s) and the Individual Wage Cost Calculation 
Worksheet and Employee Agreement must be completed and submitted by each 
authorized individual receiving wages 
6 Time cards must be completed for bargaining, authorized by the respective 
Central or Coalition Chairperson, and staff spokesperson All other time cards 
must be signed by one of the authorized signers on the Central Ledger 

Leave Time Reimbursement Members who must travel a minimum of three (3) 
hours each way to conduct Union business and use leave time in excess of four (4) hours 
per month to do this traveling, may be reimbursed for the time spent en route at their 
individual rate of pay, not to exceed eight (8) hours reimbursement per month, with prior 
approval from the governing body responsible for payment :11 1985) 

Members who must use in excess of four (4) hours per month leave time to conduct 
Union business during their normal working hours may be reimbursed at their individual 
rate of pay for such time over four (4) hours, not to exceed eight (8) hours reimbursed per 
month, with prior approval from the governing body responsible for payment 
Expenses Expenses for bargaining will be paid each week on Monday Approved 
claims submitted by 5 00 p m on Friday will be mailed out no later than Monday of the 
following week 

Expenses will be reimbursed to bargaining representatives based on the stated Union 
policies These are on the back of the Expense Claim Fonn and in previous Sections of 
this Article 

statements will be prepared at Headquarters for all authorized expenses and 
wages for approved Union business that are received by approximately the 25th of each 
month It is the responsibility of the Local to pay the statement no later than the 20th of 
the following month (This is necessary because of the cash flow problem this will 
present to Headquarters  

Locals shall authorize Union Headquarters to pay their assessment by signatures on an 
expense authorization form by the 20th of the month 

Section 17 Limitations No expenses will be reimbursed for other than authorized Union 
business The Union will not pay for services and/or materials from vendors on the SEIU or 
AF L-CIO unfair list Members will not be reimbursed for services or materials purchased from 
any vendor appearing on the SEIU or AFL-C10 unfair list 

Section 18 Appeals Persons dissatisfied with action taken by the Secretary-Treasurer on a 
Travel Expense Claim may appeal their case to the Union Finance Committee Action taken on 
the case by the Union Finance Committee may be appealed to the Board 

Section 19 Responsibility for Expenses Directors and Assistant Directors expenses for Board, 
statewide committees, and all other committees and conferences will be charged to Board 
expense or the respective committee and paid from the General Fund The Locals may pay the 
expenses for their representatives to Board meetings and any other reimbursable expense for 
Local business Exceptions may be made when prior written approval is made by the body 
expected to bear the expense 

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Section 20 Interstate Travel and Conferences 

All interstate travel made by members, Local Officers, Statewide Officers, Directors, 
or Assistant Directors in the pursuance of Union business shall be approved by the Board 
of Directors, if time permits, or the Executive Committee, prior to any arrangements 
being made All travel arrangements shall be made through Union Headquarters 

All conferences and conventions at which Union members will represent the Union 
must be approved by the Board of Directors, if time permits, or the Executive Committee 
Criteria for approving all conferences and conventions shall be based upon 

1 The value to the Union, 
2 The value of Union representation at the event, and 
3 Cost to theUnion 

Requests for attendance at all trainings (in-state) where costs exceed $500 may be 
submitted to the Board The Boards review process will take into account the activism 
of the participant, how that training will be used on behalf of our members, and how it 
will provide for equal opportunity between members and Locals Said trainings shall be 
paid from the General Fund All trainings where costs exceed $1000 per person, may not 
be approved by individual Locals, but must be approved by the Board The Board will 
incorporate this process for approval of attendance at trainings and summer 
school These trainings shall also be paid from the General Fund (ER :3 2006) 

Members must attend the entire function unless there are parts deemed 

optional, and members must present an oral report to whomever funded them (Local 
and/or a board or regional meeting) within 60 days of their return at the next regularly 
scheduled meeting, unless the presiding officer permits an extension (fl/[A :5 2002) 

Members will sign a statement acknowledging this responsibility and their 
responsibility to attend pertinent sessions of the training or conference This statement 
will include notification of the consequences for non-attendance (MA :6 2006) 

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SEIU LOCAL 503, OPEU 
INDIVIDUAL WAGE COST CALCULATION WORKSHEET 
AND EMPLOYEE AGREEMENT 

SALARY NAME 
PAID BY EMPLOYER 

LOCAL 

DATE 

EMPLOYEE COSTS 
BASE HOURLY RATE 
RETIREMENT x line 1) 
VACATION x line 1) 
SICK LEAVE x line 1) 

 

TOTAL HOURLY EMPLOYEE RATE (add lines 1, 2, 3, 4) 

EMPLOYER COSTS 
FED UNEMPLOYMENT 8% x line 5) 6 
STATE UNEMPLOYMENT (2 4% x line 5) 7 
FICA (6 2% x line 5) 8 

SAIF (0 24% x line 5) 
MEDICARE (1 45% x line 5) 10 

TOTAL HOURLY EMPLOYER COST (add lines 6, 7, 8, 9,10) 
1 1 

TOTAL HOURLY RATE TO BE BILLED (add lines 5, ll) 
12 

Determined by contract bargaining 
VACATION RATE 

8 HOURS ACCUMULATED PER MONTH 4 6% 

10 HOURS ACCUMULATED PER MONTH 5 8% 

12 HOURS ACCUMULATED PER MONTH 6 9% 

14 HOURS ACCUMULATED PER MONTH 8 1% 

16 HOURS ACCUMULATED PER MONTH 9 2% 

18 HOURS ACCUMULATED PER MONTH 10 4% 
I understand that the amount on line 5 is the hourly amount that I will be paid when attending to 
authorized Union business during my normal work hours I also understand that I must take 
leave without pay and notify my agency of my doing so 

MEMBER EMPLOYEE SIGNATURE DATE 

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ARTICLE VII  
PURCHASE AND RECORDING PURCHASES OF PERSONAL PROPERTY 
(i e equipment) BY LOCALS 

Section 1 Inventory, Taxes, and Insurance on Equipment 

An inventory record of all equipment over $500 in cost owned by Locals is to be kept 
at Union Headquarters Included in the inventory record is the name and address of the 
person personally responsible for the equipment and the address of the location of the 
equipment At least annually, Union Headquarters will notify the Locals with equipment 
what is on the inventory list for their Local 

Equipment subject to any Local government personal property taxes will be paid for 
from the General Fund monies and billed back to the appropriate Local 

Insurance for any loss on the equipment will be obtained, if possible, by the Union 
and all costs for premiums and processing will be billed to the appropriate Local 

It is the responsibility of the highest elected off1cer(s) in the Local to assure that 
written notification is made to Headquarters concerning any changes in the location of or 
persons responsible for the equipment or purchase 

Section 2 Purchase of Personal Computers The Information Systems (Computer) Department 
of the Union shall be contacted and recommend the specications for the purchase of personal 
computers by Locals 

ARTICLE  
OTHER FISCAL MATTERS 

Section 1 Authorized Signatures Individuals authorized to sign Union checks are the 
President, Vice President, Secretary-Treasurer, Executive Director, Finance Director and the 
Administrative Services Director 

Union checks written in excess of $10,000 shall require two authorized signatures 
and, where feasible, shall include one signature of a Statewide Officer and one signature 
of an authorized staff person Internal transfers for payments between General Fund 
accounts may be performed electronically 

Section 2 Executive Committee Expenditure Authority The Executive Committee, between 
regularly scheduled Board meetings, is granted the authority to approve expenditures, not to 
exceed $7,500, which are consistent with the strategic planning goals adopted by the Unions 
Board of Directors The Board of Directors will review all expenditures by the Executive 
Committee at the next regularly scheduled meeting (U0 :9 2002) 

Section 3 Accident Insurance A $50,000 per person group accidental death and 

dismemberment policy shall be maintained by the Union on each Board member and Assistant 
Director, covering them while performing official Union duties 

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Section 4 Insurance Review The Union Finance Committee shall review periodically the 
insurance policies and the fidelity bonds covering Union risks 

Section 5 Annual Audit The Union Finance Committee each year shall direct the staff to have 
a certied audit be made of the records and accounts for the Union 

Section 6 Board Stationery Upon request, each Board member shall be fumished with a supply 
of Union stationery 

Section 7 Supplemental Funds for Locals Any Local may petition the Board, through the 
Union Finance Committee, for increased funds to operate the Local Such petition shall be 
accompanied by a detailed budget request The Union shall set aside a ind to provide for such 
petition not in excess of 10 percent of the Local rebate amount budgeted for each fiscal 
year The Local may request in excess of 10 percent budgeted amount The amount over 
10 percent is to be repaid to the fund as determined by the Union Finance Committee 

Section 8 Benefit Information to Members on Leave Without Pay The Union shall be 
responsible for informing members on Leave Without Pay status that the members must pay 
insurance premiums to retain these benefits during said leave 

Section 9 Reimbursement Payment Limits At least ten (10) days prior to attending the 
function, members will receive mail or email notification of what will or will not be reimbursed, 
and what the reimbursement limits are 

Section 10 Requests for Financial Infonnation 

Requests for nancial information from bargaining unit members shall be directed to 
the Secretary-Treasurer of the Union 

The Secretary-Treasurer or designee may release a general overview of financial data 
The Secretary-Treasurer may delegate information requests to a Board member, staff 
member, or Statewide Officer to explain financial documents 

Section 11 Monetary Contributions to Charitable Organizations Monetary contributions from 
Union funds shall not be made to charitable organizations without Board approval However, the 
Board does encourage participation by Locals in the solicitation of funds, excluding Union 
funds, for charitable organizations Authorization must be obtained from the Board prior to any 
solicitation Between Board meetings the Executive Committee may approve such contributions 
or solicitations Locals shall be given the opportunity to donate to social issue requests 

Section 12 Disposition of Local Funds Upon Decertification Upon decertification of the Union 
as the bargaining representative, it shall be the policy of the Union that the books, records, and 
funds of affected Local(s) be sent to the Union Secretary-Treasurer within ten (10) days for final 
review, audit, and transfer The Local funds, including any specially-designated funds, shall be 
placed in the Union General Fund, unless otherwise specified by the Board 

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Section 13 Advertisements in the Union Newspaper In the spirit of unionism, no 
advertisement will be carried in the Union newspaper from any company that has people out on 
strike against them, and/or is on the DO NOT PATRONIZE list recognized by the Union 

Section 14 Membership Card A membership card shall be issued to each member of the 
Union 

ARTICLE IX  
BARGAINING 

Section 1 Bargaining Team Members of the negotiating team are the Executive Director, or 
designee, the members elected to sit at the bargaining table, and the staff assigned to sit at the 
bargaining table Responsibility for presentation to the Union's negotiating team demands, 
proposals, and other material to be considered in collective bargaining contract negotiations lies 
with the active membership Once negotiations have commenced, authority to make decisions at 
the bargaining table on behalf of the Union and the employees it represents, whether decisions to 
submit a proposal, change a proposal, withdraw a proposal, accept a counterproposal, or 
otherwise, shall lie with the negotiating team in accordance with what reasonably appears at the 
time to be in the best interests of the Union and the employees it represents :10 1981, 
:5 2010) 

Section 2 Bargaining Standards As part of the Unions strategic plan in bargaining current 
contracts or first contracts for new units, negotiations shall include 

Bargaining to Organize simplified grievance procedures, accretion, contingent worker 
organizing, paid time off for union activists, rank and file leaders who rise to President and 
Executive Director for return rights to his/her bargaining unit position at the end of his/her tenn, 
standardized language as no discrimination based on religion, race, age, gender, marital status, 
sexual orientation or disability (ER :5 1998) 

Union Security union successorship, Agency fee, checkoff (including political checkoff) 

Written summaries of contracts shall be maintained to enable bargaining teams to 
compare their contract standards with standards from other contracts These summaries will be 
available to bargaining teams when crafting proposals (ER :13 2004) 

A template of sample contract language on non-economic contract terms such as 

subcontracting, union rights, and seniority will be maintained as a resource for bargaining teams 
in developing contract language (ER :13 2004) 
Section 3 Ratification Unless otherwise required by law or unless otherwise agreed at the 
bargaining table, ratification of any contract may be limited to voting only by active members of 
the Union and may be conducted by either a printed secret ballot sent or delivered to active 
members in the bargaining unit or by vote of the active members at a membership meeting after 
reasonable advance notice specifying the date, time, place, and purpose of the meeting The 
method of ratification to be used in any particular situation shall be determined by majority vote 
of the negotiating team :5 2010) 

Section 4 Signing The Executive Director is the only person authorized to sign collective 
bargaining agreements in the name of the Union 

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Section 5 Role of the Board of Directors in Bargaining 

The Board is responsible for all contracts bargained 
The Board, through its Executive Committee, shall be aware of the progress of all 
contract negotiations 

Section 6 Bargaining Costs 

The General Fund will assume all bargaining expenses for negotiations Specifically, 
such expenses shall include 

1 Negotiations, caucus time, and team meetings which are scheduled during an 
employee's workday and not subject to reimbursement under a collective 
bargaining agreement, 

2 Mileage, meal, and ovemight lodging expenses, 

3 "Negotiation News," "Strike Alerts," and other forms of written 
communication regarding negotiations which are produced by Union 
Headquarters, 

4 Contract printing expenses, and 

5 Bargaining conference expenses 
In order to avoid the General Fund assuming unnecessary costs 

1 All bargaining participants will be expected to carpool, where feasible, and to 
share motel rooms when lodging is required 

2 Efforts should be made by negotiation spokespersons to schedule sessions so 
as to minimize expenses while insuring maximum opportunity for productive 
bargaining sessions 

3 All bargaining expenses must be approved on a session-by-session basis 
Approval of bargaining expenses must be done by the Chairperson and the staff 

bargaining spokesperson 

In order to separate bargaining expenses from ongoing expenses of a Local which 
occur during contract negotiations, including meetings to update membership on 
bargaining developments, the General Fund will generally only pay for "bargaining 
tours" which are conducted by the bargaining teams and which are part of a pre- 
established bargaining plan Local "bargaining tours" will be paid by the particular 
Local involved in the tour In rare instances, when it is determined by the Executive 
Director, or his/her designee, that the Local's issue has statewide impact and a tour is 
part of an adopted bargaining plan, specific tour expenses can be reimbursed from the 
General Fund 

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ARTICLE X  
DELEGATES TO DAS AND OUS BARGAINING CONFERENCES 

Section 1 Delegates to bargaining conferences for DAS and OUS 

All Locals of the Union included in the DAS and OUS bargaining process shall elect 
their bargaining delegates according to their constitution and/or bylaws, a minimum of 
fourteen (14) months prior to the expiration of the statewide contracts The number of 
bargaining delegates will be determined by the yearly average of bargaining unit 
employees in the year ending the previous September 

1 All Locals included in the DAS and OUS bargaining process will report the 
names of their bargaining delegates to Union Headquarters by said date Any 
Local not reporting the names of their bargaining delegates in a timely manner, 
and without good excuse, may have delegates chosen for them by a committee 
appointed by the President of the Union, said committee members shall be chosen 
with the approval of the Board of Directors (ER :13 1990) 

The number of bargaining delegates for each DAS and OUS Local shall be as 

follows 

1 delegate 1-75 dues payers* 

2 delegates 76-300 dues payers* 

3 delegates 301-700 dues payers* 

4 delegates 701-1100 dues payers* 
5 delegates 1101-1500 dues payers* 
6 delegates 1501- 1600* 

1 additional delegate for every 1000 above 1600* 
*"Dues payers" refers to dues and fair share payers 

Each delegate shall be an active member of the Union and shall be elected by the 
Local he or she represents according to that Locals constitution and bylaws 

Any delegate not performing the duties described below or not in regular attendance 
at bargaining events may be removed by the Local according to their constitution and 
bylaws or by the Board of Directors by majority vote 

Each Local shall be entitled to one (1) vote for each dues payer in the Local based on 
the average number of dues payers for the year ending the previous September Where 
there are two (2) or more delegates in attendance, the vote shall be divided equally among 
them 

The duties of the delegates shall be as follows 

1 Attend all scheduled bargaining meetings, 

2 Create a communication system to communicate bargaining issues within the 
Locals, 

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Represent their Locals at coalition bargaining sessions, 
Elect a Coalition, Campus, or team Chairperson, and 
Educate and inform Locals of bargaining issues at regular intervals 

 

Section 2 Chairpersons 

Each candidate for Chairperson must be a member in good standing of the Union, 
must be an authorized delegate to the bargaining conferences, and must be willing and 
able to spend the time necessary to complete their duties 

Each coalition, campus or team shall elect their own chairperson(s) according to 
Robert's Rules of Order (Revised) at a regular bargaining conference as scheduled by the 
Board of Directors Each voting delegate shall vote according to Section 1, 

subsection of this Article 

A Coalition, Campus or team Chairperson may be removed by a majority vote of the 
coalition/campus/team or by a majority vote of the Board of Directors Each chairperson 
serves at the pleasure of the Union 

The duties of the chairperson(s) are as follows 

1 Report to the Board of Directors acting through the Executive Committee on 
the progress of bargaining from organization through proposals to the conclusion 
of a tentative agreement, 

2 Coordinate and organize their coalition/campus/bargaining unit to insure 
adequate representation of each Local and to insure communication between the 
bargaining team and the Local, and 

"5 

3 Represent their coalition/campus/bargaining unit at the bargaining table 

Section 3 DAS Classification Appeals Panel Position This position and an altemate member 
will be elected by the DAS central table bargaining team 

ARTICLE XI  
INDIVIDUAL REPRESENTATION AND 
ARBITRATION SCREENING 

Section 1 General Policy In representing individual employees, the Union applies the 
following general policies 

The Union shall represent the needs of those employees who are in bargaining 
units represented by the Union 

The Union seeks to ,lII1lSl1 representation to its members in employment-related 
matters to the extent it is economically feasible, compatible with the governing 
documents and with other policies of the Union, and legally and ethically proper 

As a representative of employees in a bargaining unit, the Union is required to 
represent both members and nonmembers of the Union in their employment relations 
with their employers 

The Union may represent nonmembers in proceedings in which there is an issue that 
could have a substantial effect upon the interests of the members 

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The Union shall not represent any employee individually without his/her consent 
The Union shall continue to seek legal ways of representing the needs of members 
who are not in bargaining units and who are excluded 

The Union will represent members in discrimination grievances to the extent 
permitted by the applicable collective bargaining agreement 

Section 2 Areas of Representation Union representation of individual employees in 
employment-related matters encompasses representation in the following areas 

Grievance processing under the contractual grievance procedure, 

Referral of an unresolved grievance to arbitration as provided for in the collective 
bargaining agreement, 

Appeals to the Employment Relations Board (ERB) Such statutory remedies are 
applicable to dismissals, suspensions, reductions, demotions, classifications, and arbitrary 
or illegal actions, and 

Appropriate court proceedings 

Section 3 Limitations in Grievance Representation The Union cannot represent any grieving 
employee in a bargaining unit where another organization is the certified representative 

Section 4 Limitations in Workers Comp and Unemployment Insurance Appeals The Union 
shall not represent any employees in appeals of workers compensation or unemployment 
insurance actions, unless the determination of the case would have substantial effect upon the 
interests of its members 

Section 5 Limitations in Court The Union shall not provide court representation or assistance 
to nonmembers, unless the determination of the case would have substantial effect upon the 
interests of its members Although members may be provided such representation, it is limited 
to employment-related matters Also, this representation for members may be denied for such 
reasons as excessive expense, lack of probability of securing a desired legal result, or lack of 
legal importance to the membership generally Representation at a lower court level will not 
automatically entitle an employee to representation by the Union in a higher court 

Section 6 Representation Costs The following policies apply to the costs of Union 
representation for individual employees in employment-related matters 

The Union will be responsible for filing fees, costs of counsel, transcripts, 
stenographic services, and other court costs 

The Union reserves the right to refuse to be responsible for the payment of statutory 
witness fees and mileage of witnesses, but may designate a limited number of witnesses 
for whose fees and mileage it will be responsible 

The Union will not be responsible for the per diem or other expenses of either the 
employees it represents or their witnesses 

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Section 7 Arbitration Screening and Appeal Procedures 

There shall be two (2) levels of review of grievances considered for arbitration the 

first before an Arbitration Screening Panel, and the second before the President 

An Arbitration Screening Panel is convened for each review The Panel shall 
include at least two (2) stewards (chief stewards where possible) who are neutral and not 
connected with the grievance or the employer involved and a staff adviser The Stewards 
shall rotate through this assignment from meeting to meeting, based on regional 
Arbitration Screening Panel rotations lists (ER :8 2004) 

Training will be offered to all stewards who wish to be selected for Arbitration 
Screening Panels Priority for selection to the Panels will be given to stewards who have 
completed training (ER :5 2004) 

Decisions of an Arbitration Screening Panel to deny arbitration of a grievance shall be 
appealable by the grievant(s) to the President within ten (10) calendar days of notice from 
the Panel 

The second level of review shall be conducted by the President, and in the event the 
grievant is the President, by the Vice President The decision at this level shall be final 

Section 8 In the representation of represented employees on grievances, disciplinary actions, any 

other claims or complaints, the Union retains the right to refuse to file or pursue any such matter 

at the Employment Relations Board, at arbitration, or in the courts if, in the judgment of the 
Union, the merits of the casejustify such a decision :5 2010) 

ARTICLE XII  
UNFAIR LIST 

Section 1 General The Union uses a procedure of publicizing an "Unfair List" or Do Not 
Patronize List of those companies, agencies or persons demonstrating a pronounced lack of 
good faith in responding to employee relations matters stipulated in law, rule, or contract The 
Union refers to the state AF L-CIO unfair list as a guide 

Section 2 Grounds Grounds for placement on the Union's Unfair List are 

The failure to comply with statutory regulations regarding "unfair labor practices", 
The conduct of other "unfair labor practices" as established by state or federal courts, 
or by regulatory agencies, or 

The failure to accord any right to a Union member or representative as provided by 
statute or contract 

Section 3 Processing All requests for placement on an Unfair List shall be addressed to the 
Board for action Such requests may be made by the Executive Director, staff organizers, Union 
committees, or representative groups of member employees from an involved agency The 
Board, in its review, may conduct a hearing where the affected person(s) being considered are 
invited to appear 

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Section 4 Publicity The Union will maintain an Unfair List and publish the list in available 
media 

Section 5 Removal Only the Board or the Executive Committee has the power to remove any 
company, agency or person from the Unfair List The Board shall review the Unfair List 
periodically for update purposes 

ARTICLE  
POLICY FOR ADMISSION OF WORKERS INTO THE UNION 

Section 1 Purpose The purpose of this policy statement is to establish guidelines for admission 
of other workers as members of the Union 

Section 2 Approval Other worker groups may not certify themselves as members of the Union 
without approval of the Board of Directors and/or General Council 

Section 3 Investigation Investigation of applications for workers wishing certification as 
Union members shall be conducted by the Executive Director and staff with timely reports to the 
Board of Directors 

Executive Director and/or staff shall, as a minimum, closely inspect the (1) Intent, (2) 
Feasibility, (3) Financial status, and (4) Potential benets to both parties 

1 "Intent" means new organizations will not be admitted without sufficient 
evidence of ability and willingness to conform with and support the Unions 
governing documents 

2 "Feasibility" means that upon admission benefits will accrue to both parties 
3 "Financial Status" means the Union will not assume any unusual debts nor 
incur excessive expenses in acquiring these new members However, expenses 
involved in certification of new members to the Union shall be negotiated with 
the group applying for membership 

4 "Potential benefit to both parties" means representation by the Union as well as 
the fullest possible participation in all activities of the Union by the new 
members 

Section 4 Admission Admission of all new members shall be in accordance with Union 
governing documents 

Structure of new organizations shall conform to existing Union Bylaws 

New members without sufficient numbers for a Local shall be placed into the closest 
existing Local 

New groups with sufficient numbers for a Local of their own may opt to join Locals 
that exist in their area, or fonn their own Local 

The Board of Directors, when negotiating an affiliation agreement with an existing 
organization, may negotiate the phasing in of the existing Union dues structure over a 
period of time not to exceed five (5) years 

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ARTICLE XIV  
AFFIRMATIVE ACTION AND EQUAL OPPORTUNITY 

Section 1 Union Commitment Through a program of affirmative action, the Union commits 
itself to a leadership role in ensuring fair and equal opportunities for employment, hiring 
practices and advancement in employment and in Union operations 

Section 2 Affirmative Action "Affirmative Action," means a program for eliminating the 
effects of discrimination, intended or unintended, that are evident or indicated by analysis of 
present employment pattems, practices, and policies 

Section 3 Equal Opportunity "Equal Opportunity," means that there shall be fair and equal 
Opportunities for employment and advancement regardless of race, religion, national origin, age, 
gender, gender identification, marital status, sexual orientation, or disability The Union will 
work to have agency or state rules adopted to stop the practice of promoting pre-chosen 
individuals without valid consideration of all employees qualified for promotion 

Section 4 Responsibility The Board has the major responsibility for implementing the 
affirmative action and equal opportunity policies of the Union 

ARTICLE XV  
STAFF 

Section 1 Staff Salaries, Benefits, and Working Conditions Except for the Executive Director, 
the salaries, benefits, and working conditions of all staff personnel are govemed by the then-in- 
force collective bargaining agreement between the Union and the staff, personnel policies, or 
hire agreements for managerial staff 

Section 2 Executive Director Authority The Executive Director is authorized to hire, fire, 
reward, or discipline all staff members in the manner provided for in the collective bargaining 
agreement, or applicable hire agreement Benefits for staff covered by the collective bargaining 
agreement shall also apply to excluded staff, or as set forth in these Administrative Policies  
Procedures In setting salaries for each staff member, the Executive Director shall operate within 
the ranges that have been negotiated 

Section 3 Retirement System A staff retirement system shall be provided through the SEIU 
Local 503, Oregon Public Employees Union Retirement and Thrift Fund A 401K Deferred 

Compensation Plan shall be made available to Union staff 

Section 4 Staff Hiring and Advancement There shall be written personnel policies for the 
recruitment, hiring, and promotion of staff personnel More specifically, there shall be 

An appropriate type of job application form, 

Written job position descriptions that contain a specification of the responsibilities of 
each position, a brief description of the larger setting within which the persons will 
function, and a list of thejob-related minimum skills and desired skills sought in 
applicants, 

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An advertising policy for openings that involves contacts of groups specically 
oriented to and concerned with minorities, females, and others subject to potential 
discrimination in hiring, and 

Preference given for Union employment in the following order present Union 
members, prior Union experience, and all others 

A concerted effort shall be made to notify all Union members for all current and 
impending openings 

Section 5 Benefits Management. There shall be a staff position assigned to the area of benefits 
management This person shall monitor the existing Union benefit programs offered to members 
and shall keep current on new programs becoming available Also, this person shall be the staff 
advisor to Union committees working with retirement, insurance, and other employee benefits 

Section 6 Union Organizer Assignment The Executive Director will assign Union Organizers 
time in the various areas of the state at his/her discretion However, significant changes in Union 
Organizers assignments shall not be made without reasonable notice to the president of each 
Local that would be affected by such change Organizer assignments shall be maintained on the 
web page 

Section 7 Human Resources Director This position shall be responsible for maintaining a 
conflict resolution process, to help resolve disagreements or disputes respectfully The Human 
Resources Director will make recommendations to assist the Union in becoming a more open 
and democratic organization that will promote labor-management cooperation and make 
meaningful performance review of the staff :10 1998) 

Section 8 Training Director This position will be responsible for designing and implementing 
an ongoing training program for members and staff 

ARTICLE XVI  
HEADQUARTERS RECORDS 

Section 1 Records Availability One (1) of the following documents shall be maintained at 
Headquarters in a place and manner allowing availability for inspection by any Union member 

The latest revised Union Bylaws, 

The minutes of all Board meetings, 

The Existing Policy Resolutions document, 

The Collective Bargaining Agreement between the Union and the staff, 
The Administrative Policies and Procedures of the Union, 

All Collective Bargaining Agreements, 

The various agreements between the Union and employers 

Section 2 Records Retained Permanently The following records shall be maintained 
permanently at Headquarters or appropriate storage facility 

Annual Union budgets, 

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Annual professional audit reports, 

Local charter records and other information on Local formations, 

General Council Resolutions, 

Legal, historical, and long-term correspondence items relating to policy, 
Union Board minutes, 

IRS Specications, 

Value oflands and buildings during ownership, and 

Applications for membership/2-cent check-off enrollment 

Section 3 Records Retained for Seven (7) Years The following records shall be maintained at 
Headquarters or appropriate storage facility for a minimum of seven (7) years 

Accounting ledgers, 
Cash received records, and 
General Fund reimbursement billings 

Section 4 Records Retained for Five (5) Years The following records shall be maintained at 
Headquarters or appropriate storage facility for a minimum of five (5) years 

Balance sheets, 

Local membership reports, 

Group insurance plan payroll deduction authorization forms for former staff 
employees, 

Payroll reports, 

Personnel records of terminated staff employees, 

Prot and loss statements, 

Time sheets, and 

Withholding tax records 

Section 5 Records Retained for Three (3) Years The following records shall be maintained at 
Headquarters or appropriate storage facility for a minimum of three (3) years 

Bank deposit slips, 

Bank statements, 

Canceled checks, 

Local membership reconciliations and billings, 

Group insurance agency billings and reconciliations, 

Equipment value records of disposed equipment, 

Paid invoices, 

Personnel applications of persons not employed as staff, 
Telephone toll charge records, and 

Travel, meal, and lodging expense claim forms 

Section 6 Records Retained for Two (2) Years The following records shall be maintained at 
Headquarters for a minimum of two (2) years 

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General correspondence, 

Committee meeting minutes, 

Group insurance bank deposit listings by agencies, 

Insurance application eligibility denials, and 

Membership voting data for all statewide elections, including but not limited to 
CAPE, statewide officer and Board seat elections 

Membership voting data will be available to each Local president for internal use, and to each 
Board director in the same geographic or employer group This information will be available to 
declared candidates for CAPE positions, Board seats, and statewide office provided the 
candidates are in the same geographic or employer group, except for statewide office as they 
would represent all groups Membership voting data will be maintained for a minimum of two 
years and may be fumished in either electronic or paper format at the discretion of the requestor 

Section 7 Records Retained for One (1) Year The following records shall be maintained at 
Headquarters or appropriate storage facility for a minimum of one (1) year 

Group insurance contracts, 

Group insurance death claim records, 

Group insurance disability claims, 

Insurance policies, and 

Statewide and Local election ballots, tally sheets, envelopes, and related election 
material 

Section 8 Record Disposal Once records have met their retention schedule, confidential 
records containing personal information, shall be shredded Other materials can be recycled 

Section 9. Audit Requirements In order for the time limits found in Sections 3 through 7 of this 
Article to apply, audits must have been completed and a satisfactory report of the audits must 
have been received by the Board for the following records 

Balance sheets, 

Bank deposit slips, 

Bank statements, 

Canceled checks, 

Cash received records, 

Local membership reconciliations and billings, 

Equipment value records after equipment disposal, 
Group insurance plan payroll deduction authorization forms for fonner employees, 
Paid invoices, 

Profit and loss statements, 

Telephone toll charge records, 

(1) Time sheets, 

Travel, meal, and lodging expense claim forms, 
Vouchers, and 

Withholding tax records 

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ARTICLE XVII  
USE OF UNION FACILITIES 

Section 1 Meeting Rooms The policies for the use of Union facilities for meetings are as 
follows 

The first priority is extended to Union staff performing administrative responsibilities 
and to Union committees including CAPE, 

The second priority is extended to Locals, 

The third priority is extended to nonmember groups Such groups may be granted a 
firm reservation for use of Headquarters rooms up to two (2) weeks in advance of the 
meeting date, provided there is no conflict with a member group's scheduled meeting 
when the reservation is requested The Union reserves the discretion to decline such 
requests, 

A reasonable fee to cover the cost of room use shall be charged to all nonmember 
groups, 

Waiver of the room use fee for nonmember groups may be granted by either the 
Board or the Executive Director only when such a waiver would be in the best interests of 
the Union, and 

Union facilities/meeting rooms shall not be used for private, personal activities 

Section 2 Other Services The policies for the use of such other Union services such as staff 
time and supplies are as follows 

The first priority is extended to Union staff performing administrative responsibilities 
and to Union committees including CAPE, 

The second priority is extended to Union Locals, 

A reasonable fee to cover the additional cost of staff time and supplies may be 
charged to Locals, and CAPE if applicable, and 

Nonmember groups require approval by the Board or Executive Director for the use 
of other Union services 

ARTICLE  
STUDENT FINANCIAL ASSISTANCE AWARDS 

Section 1 General The Union offers a program of financial assistance to Union members, their 
spouses, domestic partners, sons, daughters, stepsons and stepdaughters, grandsons and 
granddaughters, and also to laid-off members and dependents of deceased members who were 
active members at the time of their death These applicants must be enrolling in accredited 
colleges, universities, professional schools, community colleges, junior colleges or vocational 
schools This assistance includes both rst-time Financial Aid awards and Grants-In-Aid to 
students currently enrolled in the aforementioned schools Laid off members are those who were 
active, full-time members at the time oflayoff, remain on the lay-offlist, are not eligible for 
active membership and have not accepted full-time employment 

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For this purpose laid-off members include seasonal, on-call and intermittent employees 
who have been unscheduled and remain on the reemployment lists for those groups and who 
have not accepted full-time employment 

Section 2 Financial Aid Defined Financial Aid is an award based upon both scholastic 
achievement and financial need It is awarded to a person preparing to enter a full-time program 
in an accredited college, university, professional school, community college, junior college or 
vocational school Each award may be an amount up to a maximum scholarship each year of 
$1,500 If the recipient is attending semesters, it would be awarded as $750 per semester If the 
recipient is attending quarters (terms), it would be awarded as $500 per quarter The award is 
payable to the institution of the awardees choice For an active Union member, their spouse, 
domestic partner or a laid off member, the maximum amount shall be the same as for a Grant-in- 
Aid, with part-time enrollment also acceptable 

Section 3 Grant-in-Aid Defined Grant-in-Aid is an award based upon financial need and the 
satisfactory academic progress according to the institution's policies, awarded to a student who is 
currently enrolled in a full-time program at an accredited college, universitys, professional 
school, community college, junior college or vocational school, to enable the student to remain 
in school In the case of an active Union member, their spouse, domestic partner or a laid-off 
member, part-time enrollment is acceptable Each award may be an amount up to $500 per 
quarter, $750 per semester, or $1,500 per school year, and is payable to the institution at which 
the student is enrolled The award amount for part-time enrollment will be $750 per school year 

Section 4 "Term" Defined A term or quarter is considered to be one-third of a school 
year or twelve (12) weeks 

Section 5 "Semester" Defined A semester is considered to be one-half of a school year or 
eighteen (18) weeks 

Section 6 Duration of Awards Each Financial Aid or Grant-in-Aid award is made for one (1) 
school year (three (3) tenns or two (2) semesters) commencing with the fall term (semester) and 
concluding with the end of the spring term (semester) To remain eligible for the awards the 
student must maintain satisfactory academic progress according to the institution's policies for 
students receiving federal title for aid Continuation of Financial Aid or Grant-in-Aid beyond the 
initial year of funding requires reapplication and approval 

Section 7 Program Financing Funds for the Union Financial Aid and Grant-in-Aid programs 
come from those membership dues which the dues payer dedicates for that purpose In addition, 
the Member Benefits Committee may hold fundraising events to increase the amount of money 
available for scholarships Awards shall be funded from the actual on-hand funds available Any 
charges by the Oregon Student Assistance Program to administer the Union Scholarship program 
shall be paid out of the scholarship fund 

Section 8 Nominations Nominations for Union financial awards must be made by active, laid- 

off or retired Union members in good standing Active members may nominate themselves, their 
spouse, domestic partner, a daughter, a son, a stepson, a stepdaughter, a grandson or a 

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granddaughter Laid-off members may nominate themselves Those nominating must have been 
active members of the Union at least one (1) year to be eligible to nominate Sons, daughters, 
stepsons, stepdaughters, grandsons, and granddaughters must be under the age of twenty-five 
(25) at the time the application is due to qualify for initial awards, and will be considered only 
for programs below the bachelor's degree level 

Section 9 Awards Union members who are currently employed or have been laid off are 
encouraged to apply for financial aid to further their education and retrain themselves in areas of 
specialization in which there are greater prospects of employment Enrollment in college, 
university or professional programs devoted to labor relations or labor-education related studies 
is encouraged One-third of each year's financial aid funds will initially be reserved for 
members in the category of this section Should there be no applicants for these funds, the 
money will be released to other applicants who qualify 

Section 10 Selections All applications for financial assistance are reviewed and selections 
made by the Oregon Student Assistance Commission. 

Section 11 The Member Benefits Committee is responsible for dealing with scholarship issues 
and making recommendations to the Board 

ARTICLE XIX  
POLITICAL CANDIDATES 

No subdivision, group or any person representing the Union shall involve any political 
candidate or political gure not endorsed by the Union in any official function or any activity 
connected with the Union unless they have permission from Citizen Action for Political 
Education (CAPE). 

The Unions Board of Directors is granted authority to make all endorsements for 
candidate races except where authority rests with the SEIU Oregon State Council (statewide 
elected officials and federal candidates) 

ARTICLE XX  
SEIU OREGON COUNCTL AND LABOR  

Section 1 Participation No subdivision of the Union shall join or participate in any Labor 
Council without prior approval of the Board of Directors 

Section 2 Approval Any Director may petition the Board for approval and shall provide 

Number of members, 

Per capita costs, 

Number of seats on the council, 

When voting rights are obtainable, 

Area the council covers, and 

Copy of the council's constitution and bylaws 

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Approval shall be by individual council 

Section 3 Membership on Labor Councils The delegates to Labor Councils shall be Union or 
staff members of the Union Labor Council delegates shall be recruited by the Directors, subject 
to approval by the Board The Union shall provide the Director(s) with a list of labor councils for 
which they are responsible for recruiting delegates (U0 :3 1994) 

Only staff members who work or reside in the geographic region may represent the 
membership on a Labor Council 

Labor Council members may be removed for cause, which includes nonattendance of 
at least three (3) consecutive Labor Council meetings, and other such conduct in 
accordance with the Unions Bylaws 

Terms of office of a Labor Council delegate will follow the labor councils 
constitution and bylaws Unless otherwise stated in the councils constitution and 
bylaws, there will be no limit on the number of terms a delegate can be elected 

Section 4 Funding The General Fund shall provide the per-capita cost, or such other special 
payment arrangement as agreed upon by the Board of Directors, by a motion at a regular meeting 
of the Board of Directors 

Section 5 SEIU Oregon State Council 

Delegates The Union President and the Executive Director or designee shall serve as 
delegates to the SEIU Oregon State Council Delegates to the Oregon State Council will 
take their direction from the Board 

Removal or Replacement 

1 Removal will be by a two-thirds vote of the Union Board of Directors 
2 In the event of a vacancy, the Board shall fill the position at the next Board 
meeting, to complete the unexpired term 

ARTICLE XXI  
POLICY FOR USE OF STRIKE AND JOB PROTECTION FUNDS 

Section 1 Strike and Job Protection 

Fifty cents 50) per dues payer per month Shall be placed in Local 503s Strike Funds 
Of that fifty cents 50), thirty cents 30) shall be allocated to the Strike Benefits Fund The 
remaining twenty cents 20) shall be allocated to the Strike and Job Protection Fund, which 
shall be used for the protection of Union members against strikes and ballot measure campaigns 
that threaten the well-being of Union members (U0 :13 2008) 

Section 2 Funded Activities Activities to be funded from this Strike and Job Protection Fund 
are 

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Materials to make picket signs and other types of informational signs, 

Food and beverages for those persons that are actively engaged in authorized 
activities supporting the strike picket lines, strike committees, supply functions, 

Additional staffing to communicate and coordinate activities leading to a strike vote 
and authorized strike-related activities, 

Advertising and publicity to promote understanding of the issues surrounding the 
strike, 

Transportation to and from picket sites, and 

Strike benefits for all striking members 

The Strike Benefits Fund shall be used solely to pay benefits to strikers 

Section 3 Limit of Expenditures No transfers or expenditures will be made from this fund 
without a two-thirds vote of the Board of Directors then in attendance Total of all transfers 
or expenditures of dollars from the fund for targeted organizing, secondary projects, and ballot 
measure campaigns shall not exceed the balance of the fund after such transfers or expenditures 
are made Fifty percent of increased dues revenues from targeted organizing campaigns 
financed from the Strike and Job Protection Fund shall be returned until the fund is reimbursed 
The Executive Director shall be required to keep the expenditures of funds within these 
guidelines 

Section 4 Strike Benefits Whenever the Union engages in collective bargaining, the Board of 
Directors shall authorize a portion of the current funds in the Strike Benets Fund for a strike 
action Utilizing this allocation, the Statewide Hardship Committee established for the strike 
shall determine the amount of the benefit payable to strikers during the strike based on the 
amount budgeted and the strategic situation and shall notify the members of the benefit amount 
before the strike is declared The amount of the benefit shall be calculated based on the number 
of days a worker was on strike The benefit shall be paid weekly once the worker has been on 
strike at least seven days and when the fund has reached a threshold of at least $2 million The 
benefit rate shall be the same for all strikers engaged in the particular strike Benefits are 
payable only to strikers who are members in good standing and who appear daily on the picket 
line, engage in Flying Squadron activities or other activities authorized by the union (ER 

:3 1996) 

Strikers may be excused because of illness, handicap or other legitimate reason 
rendering them unable to participate upon application to the picket captain 

Fair share payers may sign up to become members when the strike begins and receive 
benefits if they participate in the strike activities Assistance may be distributed to 
striking fair share payers who cannot join the union due to bona fide religious or legal 
reasons Final decision on entitlement to benefits shall be made by the Statewide 
Hardship Committee in accordance with these rules 

Section 5 Strike Personal Assistance Funds Members may voluntarily contribute money and 
living items to centralized locations Money received must be receipted to the individuals and 
placed in separate accounts at Headquarters and controlled by the Statewide Hardship Committee 
where the money was collected Money, food, and other grocery items will only be disbursed to 

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properly authorized vouchers (supplied by Headquarters and issued by the Statewide Hardship 
Committee and authorized by the Statewide Hardship Committee Chairperson and one (1) 
committee member) Assistance shall be restricted to those individuals with proof of 
involvement in authorized strike activities Picket leaders and staff strike area coordinators 
certify participants as proof of involvement 

Section 6 Priority of Assistance Assistance will be provided to actively involved members in 
the following priority sequence 

Single-parent families with young children (ten (10) years old or under) and two  
parent family units with young children where the striker is the only wage eamer, 

Family units with older children (eleven (1 1) years old or older) and the striker is the 
only wage earner, 

Members and families with special, critical medical needs, and then 

All others 

Section 7 Application for Assistance Applications for assistance are to be completed by the 
striker and submitted to the Local Hardship Committees. 

Section 8 Assistance Fund Control The Statewide Hardship Committee is responsible for 
assigning persons as Treasurers in each major area to receive and receipt monies Duplicate 
copy receipt books are to be used These Treasurers will transmit money and checks to the 
Statewide Hardship Committee with an itemized list of donors and identifying area Receipt 
books are to be turned in by the Treasurers at the end of the strike 

Section 9 Dues Assessment/Issues Fund There shall be an on-going dues assessment dedicated 
to promoting and defending the interests of the membership through public issue campaigns 
including ballot measures The amount, as determined by the Board, is not to exceed 

$3 00/month (pro-rated for part-time employees), the issues and initiative deduction will be 
suspended when the fund balance reaches $1 5 million and resumes again when the fund spends 
down to $500,000 (U0 :10 1998) 

ARTICLE XXII  
INVESTMENT GUIDELINES 

Section 1 The Union's Investment Goals The Unions investment goals are as follows 

To obtain as high a level ofinterest income as possible while maintaining the 
necessary liquidity, for the Union's various funds cash-flow requirements, and safety of 
capnaL 

Take into consideration the social and economic impact of our investments, and 

Where possible and in conformance with long-term plans of the Union acquire plant 

and equipment rather than rent or lease 

Section 2 Investment instruments and security Investments will be managed to maximize yield 
and minimize risk 

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Section 3 Social Economic Considerations 

Purchase instruments that create jobs and develop the Oregon and 

American economy, attempt to avoid making investments that tend to drain capital from 
the United States or finance repressive foreign regimes, 

Do not knowingly invest in the obligations of corporations that 

consistently violate statutes enforced by or regulations of the National Labor Relations 
Board or the Equal Employment Opportunity Commission, 

Do not knowingly invest in obligations of firms that appear on the 

national AF L-CIO "Do Not Patronize" list, and 

Do not knowingly invest in obligations of corporations that encourage privatization of 
governmental work 

Section 4 Authorizes the Establishment of Investment Accounts The President, Secretary- 
Treasurer, Executive Director, Finance Director and the Administrative Services Director are 
authorized to be signatories, any two (2) of which may sign to move funds to any accounts, 
where necessary, to make investments The four (4) above identified persons are given authority 
to open accounts where necessary for investments Any accounts opened under this Article of 
the are to be identified at the next regularly scheduled Union Finance Committee meeting 
and listed in the minutes The operational accounts will continue as recognized by Union 
Finance Committee and Board action 

Section 5 Union Finance Committee Responsible for Monitoring Investments The Union 
Finance Committee is responsible to monitor the activities ofinvestments of Union funds in 
order to assure compliance with the policies of this Article The Union Finance Committee is 
authorized to obtain the services of an investment advisor to assist in the performance of these 
responsibilities 

ARTICLE  
OATH OF OFFICE 

The oath of office for new officers is as follows 

do hereby solemnly affirm that I will faithfully discharge the duties of the office to 
which I have been elected according to the Bylaws of the SEIU Local 503, Oregon Public 
Employees Union to the best of my ability  

ARTICLE XXIV  
MEMBER LEADERSHIP DEVELOPMENT 

The Union is committed to developing rank and le member leaders Each staff organizer is 
responsible for identifying, recruiting and developing leaders as a core duty of their position The 
Union will continue leadership development through a combination of 1-1 skills assessments, 
mentoring and training programs in areas such as political power, organizing, communication 

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skills and contract enforcement Member leaders will work with their organizers to design and 
implement development plans that meet their individual needs 

ARTICLE XXV  
COMMUNICATION GUIDELINES 

The following statement of criteria will be published by the Union once each year for use by 
Locals in setting editorial policies 

The purpose of all forms of Union mass communication, such as newsletters and 
email alerts, is to communicate Union policy and information to our membership 

In order to facilitate open discussion, Locals may disseminate signed guest 
commentaries such as op-ed columns and letters regarding Union policies An attempt 
should be made to present a balanced viewpoint when there are multiple submissions 
Anonymous letters will not be published 

Signatures may be withheld, if requested for a justifiable reason such as the 
possibility that the content could endanger the writer in relation to reputation, the job, or 
personally In all other cases, letters must include the writer's name 

Articles bearing pseudonyms will not be published (MA :8 1992) 

ARTICLE XXVI  
TELEPHONIC MEETINGS 

Special Meetings of the Union and all subordinate governing bodies may be held by telephone 
conferences subject to the following 

A majority of the members requested to attend the meeting shall have access to the 
appropriate telephonic meeting media, as verified by their response to a call for any 
particular meeting 

The technology used for the telephonic meetings shall allow the members full access 
to and full participation in all meeting transactions, either continuously or intermittently 
throughout the specified time of the meeting 

The affirmative vote of a majority of the quorum shall be the minimum vote 
requirement for the adoption of any motion A majority of the votes cast, or a greater 
proportion as indicated by the adopted Parliamentary Authority, shall be necessary for the 
adoption of motions 

Procedural rules related to the conduct of telephonic meetings shall be established and 
promulgated by the governing body wishing to conduct such meetings 

(A44 :5 2008, :5 2010) 

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Additional Data 

Form 990, Part VII  Compensation of Officers, Directors,Trustees, Key Employees, Highest 

Software ID: 

Softwa re Version: 

EIN: 
Name: 

Compensated Employees, and Independent Contractors 

930323147 
SEIU Local 503 Oregon Public Employees Union 

(A) (B) (C) (D) (E) (F) 
Name and Title Average Position (check all Reportable Reportable Estimated 
hours that apply) compensation compensation amount of other 
per I from the from related compensation 
week 2: 3 3.1: organization (W- organizations from the 
E H  1&3 (W- 2/1099- organization and 
 
5 H _n MISC) related 
.3. organizations 
JOE DINICOLA 
0 0 
IMMEDIATE PAST PRESIDENT 100 X X 
LINDA BURGIN 
76,824 4,410 
PRESIDENT 40 00 X X 
SONYA REICHWEIN 
1,560 0 
VICE PRESIDENT 1 00 X X 
CATHERINE STEARNS 
0 0 
DIRECTOR 1 00 X 
DANIEL SMITH 
0 0 
DIRECTOR 1 00 X 
GINA SANTACROCE 
0 0 
DIRECTOR 1 00 X 
GARY WOLF 
0 0 
DIRECTOR 1 00 X 
MARY WOOD 
0 0 
DIRECTOR 1 00 X 
PORTIA MOYE 
0 0 
DIRECTOR 1 00 X 
LEA SPENCER 
0 0 
1 00 X 
ANITA PECO FF 
632 0 
DIRECTOR 1 00 X 
JAMES JACOBSON 
0 0 
1 00 X 
BELINDA MELENDEZ 
0 0 
DIRECTOR 1 00 X 
SANDY HUCKLEBERRY 
0 0 
DIRECTOR 1 00 X 
CAMERON MCGINNIS 
0 0 
1 00 X 
DEBORRA LOW 
0 0 
DIRECTOR 1 00 X 
ROSALIE PEDROZA 
0 0 
DIRECTOR 1 00 X 
RANDY DAVIS 
0 0 
DIRECTOR 1 00 X 
TRISH LUTGEN 
0 0 
DIRECTOR 1 00 X 
WILLS 
82 0 
DIRECTOR 1 00 X 
KAY SCHNEIDER 
0 0 
DIRECTOR 1 00 X 
BARTON LEWIS 1 00 X 11,749 3,382 
RETIREE LOCAL BOARD MEMBER 
BARBARA CASEY 1 00 X X 1,755 0 
SECRETARY-TREASURER 
MARGARET NEEL 
0 0 
DIRECTOR 1 00 X 
GARY LANE 
0 0 
DIRECTOR 1 00 X 


CITIZENAUDIT.ORG PAGE #145
Form 990, Part VII  Compensation of Officers, Directors,Trustees, Key Employees, Highest 
Compensated Employees, and Independent Contractors 

(A) (B) (C) (D) (E) (F) 
Name and Title Average Position (check all Reportable Reportable Estimated 
hours that apply) compensation compensation amount ofother 
per I from the from related compensation 
week Q 3 organization (W- organizations from the 
E E  E (W- 2/1099- organization and 
9 E 5 MISC) I 
H- _n re ated 
organizations 
II--  
E 3 
LESLIE FRANE 45 00 X 92,508 26,631 
EXECUTIVE DIRECTOR 
JAMES GREER 
78,379 26,292 
FINANCE DIRECTOR 45 00 X 
MARTY CHILDS 45 00 X 20,712 10,176 
finance director 
R'h Peppers 87 432 34 025 
Interim Executive Director 45 00 X  
Kathie best 45 00 X 71,524 18,411 

past president 


CITIZENAUDIT.ORG PAGE #146
Form 990, Part IX - Statement of Functional Expenses  24a  24e Other Expenses 

Do not include amounts reported on line 
6b, 8b, 9b, and 10b of Part  

(A) 

Total expenses 

(B  
Program service 
expenses 

(C) 
Ma nagement a nd 
general expenses 

(D) 
Fundraising 
expenses 

INCOME TAXES 

10 

ISSUES FUNDING 1.259.449 
ORGANIZING DEPARTMENT 908.746 
MEMBER GOVERNANCE 546.608 
TRAINING 160.409 


CITIZENAUDIT.ORG PAGE #147
Identifier Return Explanation 
Reference 

Form 990, Part VI, Section B, Ilne PRIOR TO FILING, THE IRS FORM 990 WILL BE REV BY THE FINANCE 
1 1 COMMITFEE 


CITIZENAUDIT.ORG PAGE #148
Identifier 

Return 
Reference 

Explanation 

Form 990, Part VI, 
Section B, line 12c 

Each year there is a disclosure statement that each board member and employee is required to complete 
In addition, activities that could cause a conflict of interest are monitored by the Ethics code compliance 
officer/liason at the local level and by the the ethics ombudsman at the national level 


CITIZENAUDIT.ORG PAGE #149
Identifier 

Return 
Reference 

Explanation 

Form 990, Part 
VI, Section B, 
line 15 

The organization's board of directors determines the compensation of the executive director by reviewing the 
compensation around the same time as w hen staff union contracts are ratified The executive director is 
responsible for setting the compensation for all employees of the union The executive director has the ability 
to delegate this responsibility to a bargaining committee w hich includes two board member and three 
management staff 


CITIZENAUDIT.ORG PAGE #150
Identifier 

Return 
Reference 

Explanation 

Form 990, Part VI, Section 
C, line 18 

UPON REQUEST BY A MEMBER OF THE ORGANIZATION, REV OF THE REQUESTED 
DOCUMENT IS ARRANGED WITH THE FINANCE DIRECTOR 


CITIZENAUDIT.ORG PAGE #151
Identifier 

Return Reference 

Explanation 

Form 990, Part VI, Section C, line 19 

NO DOCUMENTS AVAILABLE TO THE PUBLIC 

Text from 2009/09 EO 990 (filed 2010/05), extracted with optical character recognition (see PDF)

 


Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - 


Form990


Department of the Treasury

Internal Revenue Serwce


B Check if applicable

Address change


I Name change

Initial return


Termination


I Amended return


Application pending


DLN: 93493102007040'


Return of Organization Exempt From Income Tax


Under section 501(c), 527, or 4947(a)( 1) of the Internal Revenue Code (except black lung


benefit trust or private foundation)


and ending 09-30-2009


 


OMB No 1545-0047


2008


Open to Public

e organiza may ave 0 use a copy repor ing reqUIremen S 


A For the 2008 calendar year, or tax year beginning 10-01-2008


 


 


C Name of organization


D Employer identication number


 


 


 


 


 


City or town, state or country, and ZIP 4

SALEM, OR 97309


 


 


Please SEIU Local 503 Oregon Public Employees Union

SEIRS 93-0323147

'an or Domg Busmess As E Telephone number

print or

(503)581-1505

pea 'c Number and street (or P 0 box if mail is not delivered to street address) Room/smte 

P 0 BOX 12159 G Gross receipts 26,168,043


 


F Name and address ofPrinCIpal Officer

leslie frane


P 0 BOX 12159


97309


 


 


I Taxexempt status


I7 501(c) 5) 1 (insert no) I 4947(a)(1) or I 527


 


J Web site: II- org


 





H(a) Is this a group return for


affiliates7


b) Are all afliata included?




|_No


|_Yes

|_Yes


(If"No," attach a list See instructions)


Group Exemption Number h- 0932


 


K Type of organization '7 Corporation aSSOCIation other 


L Year of Formation 1943


M State of legal OR


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


E Summary

1 Briefly describe the organizations missmn or most Significant actiVities

g to improve the quality oflife through worker empowerment and a progresswe labor movement

E

E 2 Check this box ifthe organization discontinued its operations or disposed of more than 25% of its assets

L5 3 Number ofvoting members ofthe governing body (Part VI, line 1a) 3 29

g 4 Number ofindependent voting members ofthe governing body (Part VI, line 1b) 4 23

2 5 Total number ofemployees (Part V, line 2a) 5 199

E 6 Total number ofvolunteers (estimate if necessary) 6 235

1: 7a Totalgross unrelated busmess revenue from Part 12,column (C) 7a 111,525

b Net unrelated busmess taxable income from Form 990-T, line 34 7b 0

Prior Year Current Year

Contributions and grants (Part line 1h) 20,464,582 22,240,331

E 9 Program serVIce revenue 29) 986,885 727,569

E 10 Investmentincome 3,4,and 7d) 349,144 295,568

a: 11 Other revenue 5,6d,8c,9c,10c,and11e) 576,884 492,713

12 Total revenueadd lines 8 through 11 (must equal Part column (A), line

12) 22,377,495 23,756,181

13 Grants and Similaramounts paid (PartIX,column (A), lines 13) 69,956 56,052

14 Benefits paid to orfor members (PartIX,column (A),line 4) 97,988 101,978

15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5

g 10) 7,573,472 10,662,906

g 16a Professmnalfundraismg fees lie) 0

E b (Total fundraismg expenses, Part IX, column (D), line 25 0 

17 Otherexpenses (PartIX,co|umn (A), lines 11a11d,11f24f) 14,257,478 11,946,271

18 Totalexpensesaddlines 1317 (must 21,998,894 22,767,207

19 Revenue less expenses Subtract line 18 from line 12 378,601 988,974

3 E Beginning of Year End of Year

g 20 Totalassets (Part X,|ine 16) 15,695,120 16,449,603

3% 21 Total liabilities (Part X, line 26) 2,763,726 2,357,151

2.2 22 Net assets orfund balances Subtractline 21 fromline 20 12,931,394 14,092,452


 


 


 


Signature Block


Under penalties of perjury, Ideclare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge

and belief, it is true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge


 


 


 


 


 


 


 


 


Please 

Sign Sig nature of officer Date

Here


leslie frane executive director


Type or print name and title


preparer-S Date Check if Preparers PTIN (See Gen Inst 

. si nature Donald King CPA sew-


Pald g empolyed II 

Pl'epaI'EI's Firms name (or yours AKT LLP

Use only if selfemployed), EIN h'


address, and ZIP 4 680 Hawthorne Ave SE 140


 


Salem, OR 973015096


 


 


Phone no I- (503) 5857774


 


May the IRS discuss this return With the preparer shown above? (See instructions)


I7Yes





 


For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.


Cat No 11282Y


Form 990 (2008)



CITIZENAUDIT.ORG PAGE #0003
Form 990 (2008)


Page 2


 


m Statement of Program Service Accomplishments (See the Instructions.)


 


 


 


 


 


 


1 Briefly describe the organizations 

to Improve the quality of life through worker empowerment and a progresswe labor movement

2 the organization undertake any Significant program serVIces durIng the year which were not listed on

the prIor Form 990 or I_Yes 

IfYes, describe these new serVIces on Schedule 0

3 Did the organization cease conducting or make Significant changes in how it conducts any program

serVIces? I_Yes 

IfYes," describe these changes on Schedule 0

4 Describe the exempt purpose achievements for each ofthe organizations three largest program serVIces by expenses

Section 501(c)(3) and (4) organizations and 4947(a)(1) trusts are reqUIred to report the amount ofgrants and allocations to

others, the total expenses, and revenue, ifany, for each program serVIce reported

4a (Code (Expenses including grants of (Revenue 

THE ORGANIZATION IS A LABOR UNION, REPRESENTING THE INTERESTS OF 43,947 SERVICE EMPLOYEES IN THE STATE OF OREGON

4b (Code (Expenses including grants of (Revenue 

4c (Code (Expenses including grants of (Revenue 

4d Other program serVIces (Describe in Schedule 0)

(Expenses Including grants of$ (Revenue 

4e Total program serVIce expenses Must equal Part IX, Line 25, column (B).


 


Form 990 (2008)



CITIZENAUDIT.ORG PAGE #0004
Form 990(2008) Page3

Part IV Checklist of Required Schedules


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Yes No

1 Is the organization described In section 501(c)(3) or4947(a)(1) (other than a private foundation)? If Yes, No

completeScheduleA  1

Is the organization reqUIred to complete Schedule B, Schedule ofContrIbutors7 . . . . . . . . 2 No

Did the organization engage In direct or indirect political campaign actIVItIes on behalf ofor In oppOSItIon to Yes

candidates for public ofce? If Yes,complete Schedule C, Part IE 3

4 Section 501(c)(3) organizations the organization engage In lobbying actIVItIes7 If "Yes,complete Schedule C,

4

5 Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations Is the organization subject to the section 6033(e) Y

notIce and reporting reqUIrement and proxy tax? If Yes,complete Schedule C, Part 5 es

6 the organization maintain any donor adVIsed funds or any accounts where donors have the rIght to prOVIde

adVIce on the dIstrIbutIon or investment ofamounts In such funds or accounts7 If Yes,complete N

6 o

7 the organization receive or hold a conservation easement, IncludIng easements to preserve open space,

the enVIronment, historic land areas or historic structures7 If "Yes,complete Schedule D, Part the organization maintain collections ofworks ofart,historIcaltreasures,or other Similar assets? If Yes, N

complete Schedule D, Part E 8 o

9 the organization report an amount In Part X, line 21, serve as a custodian for amounts not listed In Part X, or

prOVIde credit counselIng, debt management, credit repair, or debt negotiation serVIces7 If Yes, N

complete Schedule D, Part I 9 0

10 the organization hold assets In term, permanent,or quaSI-endowments? If Yes,complete Schedule D, Part V5 10 No

11 the organization report an amount In Part X, lines 10, 12, 13,15, or 257 If Yes,complete Schedule D, Y

Parts VI, VII, IX, orXas applicable 11 as

12 the organization receive an audited fInanCIal statement for the year for which It is completing this return Y

that was prepared In accordance With GAAP7 If Yes,complete Schedule D, Parts XI, XII, and 12 es

13 Is the organization a school as described In section If "Yes,"complete ScheduleE 13 N

0

14a the organIzatIon maintain an office, employees, or agents outSIde ofthe the organIzatIon have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, N

busmess, and program serVIce actIVItIes outSIde the U S 7 If "Yes,complete Schedule F, Part I . . 14b 0

15 the organIzatIon report on Part IX, column (A), line 3, more than $5,000 ofgrants or aSSIstance to any N

organIzatIon or entity located outSIde the UnIted States7 If Yes,complete ScheduleF, Part II 15 0

16 the organIzatIon report on Part IX, column (A), line 3, more than $5,000 ofaggregate grants or aSSIstance N

to IndIVIduals located outSIde the United States7 If Yes,complete ScheduleF, Part . . 16 o

17 the organIzatIon report more than $15,000 on Part IX, column (A), line 11e7 If "Yes,complete Schedule G, 17 No

PartI

18 the organIzatIon report more than $15,000 total on Part lines 1c and 8a?7 If Yes,"complete Schedule G, N

18 

19 the organIzatIon report more than $15,000 on Part IIne 9a7 If Yes,complete Schedule G, Part 19 No

20 the organIzatIon operate one or more hospitals? If "Yes,complete Schedule the organIzatIon report more than $5,000 on Part IX, column (A), IIne 17 If Yes,complete Schedule I, Parts I 21 Yes

and II

22 the organIzatIon report more than $5,000 on Part IX, column (A), IIne 2? If "Yes,complete Schedule I, Parts I 22 N

and  

23 the organIzatIon answer Yes to Part VII, Section A, questions 3, 4, or 57 If "Yes,complete Schedule No

24a the organIzatIon have a tax-exempt bond Issue With an outstanding amount of more than $100,000

as ofthe last day ofthe year, that was Issued after December 31, 20027 If Yes,answerquestlons 24b24d and N

complete Schedule K. If No,go to questIon the organIzatIon Invest any proceeds oftax-exempt bonds beyond a temporary period exception? . . . 24b

c the organIzatIon maintain an escrow account other than a refunding escrow at any time during the year

todefease any tax-exemptbondsthe organIzatIon act as an on behalf of" Issuer for bonds outstanding at any time during the year? . . . 24d

25a Section 501(c)(3) and 501(c)(4) organIzatIons Did the organIzatIon engage In an excess benefit transaction With

a disqualied person during the year? If Yes,"complete Schedule L, PartI . . . . . . . . . 25a

b the organIzatIon become aware that It had engaged In an excess benefit transaction With a disqualified person

from a prior year7 If Yes,complete Schedule L, PartI . . . . . . . . . . . . . 25b

26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or

disqualIerd person outstandIng as ofthe end ofthe organizations tax year? If "Yes,complete Schedule L, 26 No

Part II

27 the organIzatIon prOVIde a grant or other aSSIstance to an ofcer, director, trustee, key employee, or

substantial contrIbutor, or to a person related to such an IndIVIdual7 If Yes,complete Schedule L, Part 27 N0


 


 


 


Form 990 (2008)



CITIZENAUDIT.ORG PAGE #0005
Form 990 (2008Part I


and V, line 1


 


 


 


 


 


 


 


 


 


 


 


 


Page 4

Part IV Checklist of Required Schedules (Continued)

Yes No

During the tax year, did any person who IS a current orformer officer, director, trustee, or key employee

Have a direct busmess relationship With the organization (otherthan as an officer, director, trustee, or employee),

or an indirect busmess relationship through ownership of more than 35% in another entity (indiVidually or

collectively With other person(s) listed in Part VII, Section If Yes,complete Schedule L, Part

 . 28a No

Have a family member who had a direct or indirect busmess relationship With the organization7 If Yes, N

complete Schedule L, Part IV 28b 0

Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder ofa N

professmnal corporation) d0ing busmess With the organization? If Yes,complete Schedule L, Part IV . 28C 0

Did the organization receive more than $25,000 in noncash contributions? If "Yes,complete Schedule M 29 No

Did the organization receive contributions ofart, historical treasures, or other Similar assets, or qualified N

conservation contributions? If Yes,complete Schedule M 30 0

Did the organization liqUIdate, terminate, or dissolve and cease operations? If "Yes,"complete Schedule N, N

31 0

Did the organization sell, exchange, dispose of, ortransfer more than 25% ofits net assets? If Yes,complete N

Schedule N, Part II 32 0

Did the organization own 100% ofan entity disregarded as separate from the organization under Regulations Y

section 301 7701-2 and 301 7701-37 If "Yes,"complete Schedule R, PartI 33 es

Was the organization related to any tax-exempt or taxable entity? If Yes,complete Schedule R, Parts II, IV, Y

34 as

Is any related organization a controlled entity Within the meaning ofsection 512(b)(13)7 If "Yes,complete No

Schedule R, Part V, llne 2 35

501(c)(3) organizations Did the organization make any transfers to an exempt non-charitable related

organization? If Yes, complete Schedule R, Part V, line 2 36

Did the organization conduct more than 5 percent ofits actIVIties through an entity that is not a related N

organization and that is treated as a partnership forfederal income tax purposes? If "Yes,complete Schedule R, 37 0


Part VI


 


 


 


 


 


Form 990 (2008)



CITIZENAUDIT.ORG PAGE #0006
Form 990 (2008)

m Statements Regarding Other IRS Filings and Tax Compliance


12a


Page 5


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Yes No


Enter the number reported In Box 3 of Form 1096, Annual Summary and Transmittal

of U.S. Information Returns. Enter -0- if not applicable


1a 27

Enter the number of Forms W-2G included in line 1a Enter -0- ifnot applicable


1b 0

Did the organization comply With backup Withholding rules for reportable payments to vendors and reportable

gaming (gambling) Winnings to prize Winners7 1C

Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax

Statements filed forthe calendar year ending With or Within the year covered by this

return 23 199

If at least one is reported in Za, did the organization fIle all reqUIred federal employment tax returns7

Note:If the sum of lines 1a and 2a is greater than 250, you may be reqUired to e-file this return. 2b Yes

Did the organization have unrelated busmess gross income of$1,000 or more during the year covered by this

return? 3a Yes

IfYes," has it filed a Form 990T for this year? If No,prowde an explanation in Schedule 0 3b Yes

At any time during the calendar year, did the organization have an interest in, or a Signature or other authority

over, a finanCIaI account in a foreign country (such as a bank account, securities account, or other fInanCIal

account)? 43 No

IfYes," enterthe name ofthe foreign country

See the instructions for exceptions and filing reqUIrements for Form TD F 90-22.1, Report of Foreign Bank and

FinanCial Accounts.

Was the organization a party to a prohibited tax sheltertransaction at any time during the tax year? 5a No

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b No

IfYes," to 5a or 5b, did the organization fIle Form 8886T, Disclosure by TaxExempt Entity Regarding Prohibited

TaxShe/terTransaction . . . . . . . . . . . . . . . . . . . . . 5C

Did the organization any contributions that were not tax deductible? 6a No

IfYes," did the organization include With every solimtation an express statement that such contributions or gifts

were not tax deductible? 6b

Organizations that may receive deductible contributions under section 170(c).

Did the organization prowde goods or serVIces In exchange for any qUId pro quo contribution of$75 or 7a

more7

IfYes," did the organization notify the donor ofthe value ofthe goods or serVIces prOVIded7 7b

Did the organization sell, exchange, or otherWise dispose of tangible personal property for it was reqUIred to

file Form 82827 . . . . . . . . . 7C

IfYes," indicate the number of Forms 8282 filed during the year 7d

Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal

benefit contract7 7e

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f

For all contributions ofqualified intellectual property, did the organization file Form 8899 as reqUIred? 79

For contributions ofcars, boats, airplanes, and other vehicles, did the organization file a Form 1098C as

reqUIred7 7h

Section 501(c)(3) and other sponsoring organizations maintaining donor adVised funds and section 509(a)(3)

supporting organizations. Did the supporting organization, or a fund maintained by a sponsoring organization, have

excess busmess holdings at any time during the 8

year?

Section 501(c)(3) and other sponsoring organizations maintaining donor adVised funds.

Did the organization make any taxable distributions under section 49667 9a

Did the organization make a distribution to a donor, donor adVIsor, or related person? 9b

Section 501(c)(7) organizations. E nter

Initiation fees and capital contributions included on Part line 12 10a

Gross receipts, included on Form 990, Part line 12, for public use ofclub 10b



Section 501(c)(12) organizations Enter

Gross income from members or shareholders


11a

Gross income from other sources (Do not net amounts due or paid to other sources

against amounts due or received from them) 11b

Section 4947(a}(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 104 17 12a

IfYes," enter the amount oftax-exempt Interest received or accrued during the

year 12b


 


 


 


 


 


 


 


Form 990 (2008)



CITIZENAUDIT.ORG PAGE #0007
Form 990 (2008)

Governance, Management, and Disclosure (Sections A, B, and Crequest information


Page 6


 


about policies not required by the Internal Revenue Code.)


Section A. Governing Body and Management


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Yes No

For each Yes "response to lines 27 below, and for a Noresponse to lines 8 or 9b below, describe the Circumstances,

processes, or changes in Schedule 0. See Instructions.

1a Enter the number of voting members ofthe governing body . . 1a 29

b Enter the number of voting members that are Independent . . 1b 23

2 Did any officer, director, trustee, or key employee have a family relationship or a busmess relationship With any

other officer,director,trustee, or key employee? 2 N0

3 Did the organization delegate control over management duties customarily performed by or underthe direct

superVI5ion ofofficers,directors ortrustees,or key employees toa managementcompany or other person? 3 N0

4 Did the organization make any Significant changes to its organizational documents Since the prior Form 990 was

filed? 4 No

Did the organization become aware during the year ofa material diver5ion ofthe organizations assets? No

Does the organization have members or stockholders? No

7a Does the organization have members, stockholders, or other persons who may elect one or more members ofthe

governing body7 7a No

b Are any deCISlonS ofthe governing body subject to approval by members, stockholders, or other persons? 7b No

8 Did the organization contemporaneously document the meetings held or written actions undertaken during the

year by the foIIOWing

the governing body?J 8a Yes

b each committee With authority to act on behalf ofthe governing body7 8b Yes

9a Does the organization have local chapters, branches, or affiliates7 9a No

b IfYes, does the organization have written and procedures governing the actiVities ofsuch chapters,

affiliates, and branches to ensure their operations are con5istent With those ofthe organization7 9b

10 Was a copy ofthe Form 990 prowded to the organizations governing body before it was filed? All organizations

must describe in Schedule 0 the process, ifany, the organization uses to reVIeW the Form 990 10 Yes

11 Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at

the organizations mailing address7 IfYes, prowde the names and addresses in Schedule 0 11 N0

Section B. Policies

Yes No

12a Does the organization have a written conflict ofinterest policy? If go to line 13 12a Yes

b Are officers, directors or trustees, and key employees reqUIred to disclose annually interests that could give rise

to conflicts? 12b Yes

c Does the organization regularly and con5istent|y monitor and enforce compliance With the IfYes,

describe in Schedule 0 how this is done 12C Yes

13 Does the organization have a written whistleblower policy7 13 Yes

14 Does the organization have a written document retention and destruction policy7 14 Yes

15 Did the process for determining compensation ofthe followmg persons include a reVIew and approval by

independent persons, comparability data, and contemporaneous substantiation ofthe deliberation and deCI5ion

The organizations CEO, Executive Director, or top management offICIal7 15a Yes

Other officers or key employees ofthe organization7 15b Yes

Describe the process in Schedule 0

16a Did the organization invest in, contribute assets to, or partICIpate in a Jomt venture or Similar arrangement With a

taxable entity during the year? 16a No

b IfYes, has the organization adopted a written policy or procedure reqUIring the organization to evaluate its

partICIpation in Jomt venture arrangements under applicable Federal tax law, and taken steps to safeguard the

organizations exempt status With respect to such arrangements? 16b


 


 


 


 


 


Section C. Disclosure


 


17

18


19


20


List the States With which a copy ofthis Form 990 is reqUIred to be filed


 


Section 6104 reqUIres an organization to make its Form 1023 (or 1024 ifapplicable), 990, and 990-T (501(c)

(3)5 only) available for public inspection Indicate how you make these available Check all that apply


I own webSIte another's webSIte


Describe in Schedule 0 whether (and ifso, how), the organization makes its governing documents, conflict of

interest policy, and finanCIaI statements available to the public See Additional Data Table


'7 upon request


State the name, phy5ica| address, and telephone number ofthe person who possesses the books and records ofthe organization


Martin Childs


PO BOX 12159

salem,OR 97309

(503)581-1505


 


Form 990 (2008)



CITIZENAUDIT.ORG PAGE #0008
Form 990(2008) Page7


m Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated

Employees, and Independent Contractors


 


 


Section A Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees


 


1a Complete thIs table for all persons reqUIred to be listed Use Schedule J-2 ifaddItional space is needed


LIst all ofthe organizations current officers, directors, trustees (whether indIVIduals or organizations) and key employees regardless

ofamount ofcompensatlon, and current key employees Enter -0- In columns (D), (E), and (F) ifno compensation was paid


LIst the organizations five current highest compensated employees (otherthan an officer, dIrector, trustee or key employee)


who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the

organization and any related organizations


LIst all ofthe organizations former officers, key employees, or highest compensated employees who received more than $100,000

of reportable compensation from the organization and any related organizations


LIst all ofthe organizations former directors ortrustees that received, in the capaCIty as a former director or trustee ofthe

organization, more than $10,000 of reportable compensation from the organization and any related organizations


List persons in the followmg order IndIVIdual trustees or directors, institutional trustees, officers, key employees, highest

compensated employees, and former such persons


Check thIS box ifthe or anization did not com ensate an officer director trustee or ke


(C)


em lo ee


 

 


   


 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 


 

 


 


 

 

 


 


 

 


related

organizations


MISC)


 


P05itlon (check all

that apply) (E) (F)



(B) C,  (D) Reportable EStlmated

1 3 Reportable amount of other

Average g. I g compensation

(A) 5' 5 c, compensation compensation

hours V H. from related

Name and Title Q E a; from the from the

per U 3 3 or anization (W orgamzatlons or anization and

week 2 3 9 2/1099Form 990 (2008)



CITIZENAUDIT.ORG PAGE #0009
Form 990(2008) Pages


 


Pa rt VII Continued


   

 

 

 

 

 

 


(C)


 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 


 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 


 


 

 

 


 

 


 

 


 

 

 

 

 

 

 

 


 

 


   

   


PoSItIon (check all

that apply) (E) (F)



(B) c.   (D) Reportable EStlmated

3 :i Reportable amount of other

Average 3 5.3 I g compensation

(A) 5' 3 n w compensation compensation

Name and Title hours Q E from the from related from the

per g 5 1" organizations

week 9  g 2 organization (W (W 2/1099 organization and



g E MISC) or related

5 a ganizations

ll.

is g a

In


 

 


 


 


372,390


 


2 Total number ofIndiViduals (including those in 1a) who received more than $100,000 in reportable

compensation from the organIzationFO


 


 


 


 


Yes No


3 the organization list any former ofcer, director ortrustee, key employee, or highest compensated employee


on line 1a7 If "Yes/complete Schedulleor such ind/Vidual . . . . . . . . . . . . . 3 No

4 For any indIVidual listed online 1a, is the sum of reportable compensation and other compensation from the


organization and related organizations greater than $150,000? ScheduIleorsuch


indIVIdual . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 No

5 any person lIsted on line 1a receive or accrue compensation from any unrelated organization for serVIces


rendered to the organization? If Yes,complete Schedulleorsuch person . . . . . . . . . . 5 No


 


 


 


 


 


Section B. Independent Contractors

1 Complete this table for your ve highest compensated independent contractors that received more than

$100,000 of compensation from the organization


(A) (B) (C)


Name and busmess address Description of semces Compensation


2 Total number ofindependent contractors (including those In 1) who received more than $100,000 in compensation

fromtheoranization . . . . . . . . . . . . . . . . . . . . . . . . 


 


Form 990 (2008)



CITIZENAUDIT.ORG PAGE #0010
Form 990 (2008)


Statement of Revenue


Page 9


 


 


 


 


 


 


 


 


 


 


 


 


 


(A) (B) (C) (D)

Total Revenue Related or Unrelated Revenue

Exempt BUSlness Excluded from

Function Revenue Tax under IRC

Revenue 512,513,0r514

1a Federated campaigns . . 1a

5 3

E I: b Membership dues . 22,240,331

E 3 1b

D

m c Fundraismg events .

E

It: 1c

E: d Related organizations . . .1d

44.; E e Government grants (contributions) 1e

Eta

 f All other contributions, gifts, grants, and

E 3 Similar amounts not included above

:2 1f

G

EE 9 Noncash contributions included in

{3  lines 1a1f$

h Total (Add lines 1a-1f) . 22,240,331

h-

Busmess Code

an

E 2a homecare benefits adml 900,099 726,999 726,999

E b Miscellaneous Income 900,099 570 570

All other program serVIce revenue

a



i'si: g Total. Add lines 2a-2f

F- 727,569

3 Investment income (including leldendS, interest

other Similar amounts) . 301125 3021126

h-

4 Income from investment of taxexempt bond proceeds 

h-

5 Royalties

Real (ii) Personal

6a Gross Rents

b Less rental

expenses

c Rental income

or(|oss)

d Net rentalincome or(|oss) .

h-

Securities (ii) Other

73 Gross amount 2,405,304

from sales of

assets other

than inventory

b Less cost or 2,404,677 7,185

other baSiS and

sales expenses

Gain or(|oss) 627 7,185

d Net gain or(|oss) 45,558 43,558

b-

sa Gross income from fundraismg

events (not including

a:  

ofcontributions reported on line

5 1c) See PartIV,line 18

3 Attach Schedule G If total exceeds

I: $15,000Less direct expenses . . .b

c Netincome fundraiSing events .

D F

93 Gross income from gaming

actiVities See part IV, line 19

Complete Schedule G If total

exceeds $15,000

a

b Less direct expenses . . .b

c Net income or (loss) from gaming actiVities

h-

10a Gross sales ofinventory, less

returns and allowances

a

'3 Less cost ofgoods sold . . b

c Net income or (loss) from sales ofinventory . .F

Miscellaneous Revenue Busmess Code

11a SEIU SubSIdlary 900,099 381,188 381,188

b INSURANCE COMMISSIONS 5241298 111525 111525

c

All other revenue

e Total. Add lines 11a-11d . . .

492,713

12 Total Revenue. Add lines 1h, 2g, 3, 4, 5, 6d, 7d, 23:756r181 1:108r757 1111525 295568

BC,

9c,10c,and11e F


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990 (2008)



CITIZENAUDIT.ORG PAGE #0011
 


 


 


Form 990 (2008) Page 10

m Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns.

All other organizations must complete column (A) but are not required to com lete columns (B), (C), and (D).

Do not include amounts reported on lines 6b, 7b, (A) Progmaniemce 

8b: 9b: and 10b 0f Part TetaleXpenses expenses generalexpenses expenses


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


1 Grants and other a55istance to governments and organizations

In theU S See Part IV,|ine 21 56,052

2 Grants and other a55istance to indiViduals In the

U S See Part IV, line 22

3 Grants and other a55istance to governments,

organizations and indiViduals outSIde the U S See

Part IV, lines 15 and 16

4 Benefits paid to or for members 101,978

5 Compensation ofcurrent officers, directors, trustees, and

key employees 458,624

6 Compensation not included above, to disqualified persons

(as defined under section 4958(f)(1)) and persons

described in section 4958(c)(3)(B)

Other salaries and wages 8,392,301

Pen5ion plan contributions (include section 401(k) and section

403(b) employer contributions) 996,265

9 Other employee benefits 215,937

10 Payroll taxes 599,779

11 Fees for serVIces (non-employees)

a Management

b Legal 170,537

c Accounting 82,230

d Lobbying

e Professwnalfundraismg SeePart IV, line 17

f Investment management fees

9 Other 9,336

12 Advertismg and promotion 3,611

13 Office expenses 767,457

14 Information technology

15 Royalties

16 Occupancy 321,694

17 Travel 847,128

18 Payments oftravel or entertainment expenses for any Federal,

state or local public offICIals

19 Conferences, conventions and meetings 398,199

20 Interest

21 Payments to affiliates 6,164,212

22 DepreCIation, depletion, and amortization 442,438

23 Insurance 111,964

24 Other expensesItemize expenses not covered above (Expenses

grouped together and labeled miscellaneous may not exceed 5% of

total expenses shown on line 25 below)

a Income Taxes 10

b Issues Funding 1,155,087

c Collective Bargaining 526,664

d Member Governance 440,685

e Organizmg Department 171,233

f All other expenses 333,786

25 Total functional expenses. Add lines 1 through 24f 22,767,207

26 Joint Costs. Check iffollowmg SO P 982 Complete this


line only ifthe organization reported in column (B)Jomt

costs from a combined educational campaign and

fundraismg solimtation


 


 


 


 


 


Form 990 (2008)



CITIZENAUDIT.ORG PAGE #0012
Form 990 (2008)


Page 11


 


m Balance Sheet


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


(A) (B)

Beginning ofyear End ofyear

1 Cashnoninterestbearing 150.004 1 441.311

2 Savmgs and temporary cash Investments 2,079,979 2 1,878,500

3 Pledges and grants receivable, net 3

4 Accounts receivable, net 1,863,843 4 1,981,351

5 Receivables from current and former officers, directors, trustees, key employees or

other related parties Complete Part II of Schedule L 5

6 Receivables from other disqualified persons (as defined under section 49 and

persons described in section 4958(c)(3)(B) Complete Part II of ScheduleL 6

7 Notes and loans receivable, net 7

Inventories forsale or use 8

 Prepaid expenses and deferred charges 42.454 9 45.148

10a

E Land, bUIldings, and eqUIpment cost ba5is 10a 7,363,629

b Less accumulated depreCIation Complete Part VI of

Scheduler) 10b 3,172,787 4,520,504 10c 4,190,842

11 Investmentspublicly traded securities 6,293,930 11 7,358,750

12 Investmentsother securities See Part IV, line 11 Complete Part VII of

ScheduleD 12

13 See Part IV, line 1 1 Complete Part 

of ScheduleD 13

14 Intangible assets 14

15 Other assets See Part IV, line 11 Complete Part IX of Schedule 744,406 553,701

D 15

16 Total assets. Add lines 1 through 15 (must equal line 34) 15,695,120 16 16,449,603

 17 Accounts payable and accrued expenses 2,019,320 17 1,793,016

18 Grants payable 18

19 Deferred revenue 19

20 Tax-exempt bond liabilities 20

 21 Escrow account liability Complete Part IVofScheduleD 21

E 22 Payable to current and former officers, directors, trustees, key

employees, highest compensated employees, and disqualified

3 persons Complete Part II of Schedule L 22

23 Secured mortgages and notes payable to unrelated third parties 23

24 Unsecured notes and loans payable 24

25 Other liabilities Complete Part X of Schedule D 744.405 25 554.135

26 Total liabilities. Add lines 17 through 25 2,763,726 26 2,357,151

T Organizations that follow SFAS 117, check here |7 and complete lines 27

a through 29, and lines 33 and 34.

E 27 Unrestricted net assets 12,931,394 27 14,092,452

E 28 Temporarily restricted net assets 28

E 29 Permanently restricted net assets 29

E Organizations that do not follow SFAS 117, check here II- and complete

3 lines 30 through 34.

E 30 Capital stock ortrust prinCIpal, or current funds 30

E 31 Paid-in or capitalsurplus,or|and,bUIlding or eqUIpment fund 31

:12 32 Retained earnings, endowment, accumulated income, or other funds 32

E 33 Total net assets or fund balances 12,931,394 33 14,092,452

34 Total liabilities and net assets/fund balances 15,695,120 34 16,449,603

m Financial Statements and Reporting

Yes No

1 Accounting method used to prepare the Form 990 l_cash |7accrual |_other

2a Were the organizations finanCIal statements compiled or reVIewed by an independent accountant7 2a No

b Were the organizations finanCIal statements audited by an independent accountant7 2b Yes

c IfYes to lines 2a or 2b, does the organization have a committee that assumes responSIbility for overSIght ofthe Yes

audit, reVIew, or compilation ofits finanCIal statements and selection of an independent accountant? 2C

3a As a result ofa federal award, was the organization reqUIred to undergo an audit or audits as set forth in the No

Single AuditActand OMB CircularA-1337 3a

b IfYes," did the organization undergo the reqUIred audit or audits7 3b


 


 


 


 


 


Form 990 (2008)



CITIZENAUDIT.ORG PAGE #0013
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 9349310200704o|


 


 


 


SCHEDULE c Political Campaign and Lobbying Activities w

(Form 990 or 990-EZ) . .

For Organizations Exempt From Income Tax Under section 501(c) and section 527

Department ofthe Treasury 

Internal Revenue Sen/Ice To be completed by organizations described below. Attach to Form 990 or Form 990-EZ Open to Public

Inspection


 


If the organization answered Yes, to Form 990, Part IV, Line 3, or Form 990-EZ, Part VI, line 46 (Political Campaign Activities)

I Section 501(c)(3) organizations complete Parts l-A and B Do not corrplete Part l-C


I Section 501(c) (other than section 501(c)(3)) organizations complete Parts l-A and C below Do not complete Part l-B


I Section 527 organizations complete Part l-A only


If the organization answered Yes, to Form 990, Part IV, Line 4, or Form 990EZ, Part VI, line 47 (Lobbying Activities)


I Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) complete Part ll-A Do not complete Part ll-B


I Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part ll-B Do not complete Part II-A

If the organization answered Yes, to Form 990, Part IV, Line 5 (Proxy Tax)


I Section 501(c)(4), (5), or (6) organizations complete Part 


Name ofthe organization Employer identification number

SEIU Local 503 Oregon Public Employees Union


 


93-0323147

m To be completed by all organizations exempt under section 501(c) and section 527

organizations. (See the instructions for Schedule C for details.)


1 Prowde a description ofthe organization's direct and indirect political campaign actiVities in Part IV

2 Political expenditures 24,885

3 Volunteer hours 3450


 


To be completed by all organizations exempt under section 501(c)(3). (See the instructions

for Schedule C for details.)


1 Enter the amount of any eXCIse tax incurred by the organization under section 4955


Enter the amount of any tax incurred by organization managers under section 4955

3 Ifthe organizationincurred inasection4955 tax,did it file Form 4720 forthis year? I_Yes 

4a Was a correction made? I Yes I No


b If"Yes," describe in Part IV


To be completed by all organizations exempt under section 501(c), except section 501(c)(3).

(See the instructions for Schedule C for details.)


 


 


Enter the amount directly expended by the filing organization for section 527 exempt function actiVities 24,885

2 Enter the amount ofthe filing organization's internal funds contributed to other organizations for section


527 exempt funtion actiVities 

3 Total ofdirect and indirect exempt function expenditures Add lines 1 and 2 and enter here and on Form


1120POL, line 17b 24885

4 Did the filing organization file Form 1120-POL for this year? I7 Yes I No


State the names, addresses and Employer Identification Number (EIN) ofall section 527 political organizations to which payments

were made Enterthe amount paid and indicate ifthe amount was paid from the filing organizations own internal funds or were

political contributions received and and directly delivered to a separate political organization, such as a separate

segregated fund or a political action committee (PAC) Ifadditional space is needed, prOVIde information in Part IV


 


Name Address EIN Amount pald from Amount of political

fan orgamzatlon-S contributions received


internal funds If none, and and

enter_0_ directly delivered toa


separate political

organization Ifnone,

enter -0-


 


Citizen action for political education PO Box 1 2 l 59


Salem,OR 97309 23'7230166 605,463


 


 


 


 


 


 


 


 


 


 


For Paperwork Reduction Act Notice, see the instructions for Form 990. C at N 0 500845 Schedule C (Form 990 or 990-EZ) 2008



CITIZENAUDIT.ORG PAGE #0014
Schedule C (Form 990 or 990-EZ) 2008


m To be completed by organizations exempt under section 501(c)(3) that filed Form 5768

(election under section 501(h)). (See the Instructions for Schedule C for detalls.)


A Check

B Check


Ifthe organIzatIon belongs to an group


Ifthe fIlIng organIzatIon checked box A and "|ImIted control" prOVISIons apply


Page 2


 


Limits on Lobbying Expenditures

(The term "expenditures" means amounts paid or incurred.)




O rganIzatIon's

Totals




Group

Totals


 


1a





0 D. n


Total lobbyIng expendItures to Influence publIc opInIon (grass roots lobbying)

Total lobbyIng expendItures to Influence a IegIslatIve body (dIrect lobbyIng)

Total lobbyIng expendItures (add |Ines 1a and 1b)


Other exempt purpose expendItures


Total exempt purpose expendItures (add |Ines 1c and 1d)


LobbyIng nontaxable amount Enterthe amount from the followmg table In both

columns


If the amount on line 1e, column 

or is:


Not over $500,000


Over $500,000 but not over $1,000,000

Over $1,000,000 but not over $1,500,000

Over $1,500,000 but not over $17,000,000

Over $17,000,000


The lobbying nontaxable amount is:

20% of the amount on |Ine 1e


$100,000 plus 15% of the excess over $500,000

$175,000 plus 10% of the excess over $1,000,000

$225,000 plus 5% of the excess over $1,500,000

$1,000,000


 


 


 


 


 


 


 


Grassroots nontaxable amount (enter 25% ofIIne 1f)

Subtract |Ine lg from |Ine 1a Enter -0- IfIIne 9 IS more than |Ine a


Subtract |Ine 1ffrom |Ine 1c Enter-O- IfIIne fIs more than |Ine c


 


 


 


 


 


Ifthere Is an amount other than zero on eIther |Ine 1h or |Ine 1I, dId the organIzatIon le Form 4720 reportIng


sectIon 4911 tax forthIs year?


Yes No


 


4-Year Averaging Period Under Section 501(h)

(Some organizations that made a section 501(h) election do not have to complete all of the five

columns below. See the instructions for lines 1a through 1f of the instructions.)


 


Lobbying Expenditures During 4-Year Averaging Period


 


Calendar year (or fiscal year


beginning in) 2005


(b)2006


 


2007


(d)2008


Total


 


2a


LobbyIng non-taxable amount


 


LobbyIng amount

(150% ofIIne 2a, column(e))


 


Total lobbyIng expendItures


 


Grassroots non-taxable amount


 


Grassroots amount

(150% ofIIne d, column 


 


 


 


Grassroots lobbyIng expendItures


 


 


 


 


Schedule C (Form 990 or 990-EZ) 2008



CITIZENAUDIT.ORG PAGE #0015
ScheduleC (Form 990 or990-EZ)2008 Page3

Part II-B To be completed by organizations exempt under section 501(c)(3) that have NOT filed Form

5768 (election under section 501(h)). (See the InstructIons for Schedule C for details.)




 


 


 


Yes No A mount


 


 


1 DurIng the year, dId the organIzatIon attempt to Influence foreIgn, natIonal, state or local

legIslatIon, Includlng any attempt to Influence pubIIc oplnlon on a legIslatIve matter or

referendum, through the use of


 


 


 


 


 


 


 


 


 


 


a Volunteers?


b PaId staff or management (Include compensatIon In expenses reported on |Ines c through 

c MedIa advertIsements7


d MaIlIngs to members, legIslators, orthe pUb||C7


e PublIcatIons, or pubIIshed or broadcast statements7


f Grants to other organIzatIons for lobbyIng purposes7


9 DIrect contact WIth legIslators, theIr staffs, government offICIals, or a legIslatIve body'-J


h RalIIes, demonstratIons, semInars, conventIons, speeches, lectures, or any other means7


i Other actIVItIes If"Yes," descrIbe In Part IV


j Total |Ines 1c through


1I

2a the actIVItIes In |Ine 1 cause the organIzatIon to be not descrIbed In sectIon 501(c)(3)? I


 


b If"Yes" enter the amount ofany tax Incurred under sectIon 4912

If"Yes" enter the amount ofany tax Incurred by organIzatIon managers under sectIon 4912


 


 


.


Ifthe organIzatIon Incurred a sectIon 4912 tax, dId It le Form 4720 for thIs year? I


m To be completed by all organizations exempt under section 501(c)(4), section 501(c)(5), or

section 501(c)(6). (See the InstructIons for Schedule C for detalls.)


 


 


 


 


 


Yes No

1 Were substantIaIIy all (90% or more) dues recered nondeducthIe by members?J 1 Yes

2 the organIzatIon make only In-house lobbyIng expendItures of$2,000 orless7 2 No

3 the organIzatIon agree to carryover lobbyIng and poIItIcaI expendItures from the prIor year? 3 No


 


 


 


 


Part To be completed by all organizations exempt under section 501(c)(4), section 501(c)(5), or

section 501(c)(6) if BOTH Part Ill-A, questions 1 and 2 are answered "No" OR if Part Ill-A,

question 3 is answered "Yes." (See the InstructIons for Schedule C for detalls.)


 


1 Dues, assessments and amounts from members 1 


2 SectIon 162(e) lobbyIng and poIItIcaI expendItures (donotinclude amounts ofpolitical

expenses for which the section 527(f) tax was paid).


 


a CurrentYear 2a 


b Carryoverfromlast year 2b$

Total 2c 


3 Aggregate amount reported In sectIon 6033(e)(1)(A) notIces of sectIon 162(e) dues 3 


4 IfnotIces were sent and the amount on |Ine 2c exceeds the amount on |Ine 3, what portIon of the excess

does the organIzatIon agree to carryoverto the reasonable estImate of nondeducthIe lobbyIng and poIItIcal

expendIture next year7 4 


5 Taxable amount oflobbyIng and polItIcal expendItures (|Ine 2: total mInus 3 and 4) 5 


 


 


m Supplemental Information


Complete thIs part to plOVlde the descrIptIons reqUIred for Part I-A, |Ine 1, Part l-B, |Ine 4, Part l-C, |Ine 5, and Part ll-B, |Ine 1I

Also, complete thIs part for any addItIonaI InformatIon


 


 


Identifier Return Reference Explanation

Part I-A, LIne 1 OrganIzatIons DIrect and IndIrect The organIzatIon Informs members ofpoIItIcal Issues through

PoIItIcal CampaIgn ActIVItIes Internal communIcatIons, some members candIdates or


ballot measures through volunteer actIVItIes, and the

organIzatIon contrIbutes, upon board actIon, to ballot measure

campaIgns oderect Interest to our membershIp


 


Part IV, Supplemental InformatIon part SEIU Local 503 oregon publIc employees unIon Is a

Ioabor unIon and IS speCIfIcally exempt from the reqUIrement to

report lobbyIng expenses to the membershIp as a nondeducthIe

portIon oftheIr dues, per Rev Proc 9819


 


 


 


 


 


 


 


 


 


Schedule C (Form 990 or 990EZ) 2008



CITIZENAUDIT.ORG PAGE #0016
ScheduleC (Form 990 or990-EZ)2008 Pa e4

Su lemental Information


Identifier Return Reference Explanation


 


Schedule C (Form 990 or 990EZ) 2008



CITIZENAUDIT.ORG PAGE #0017
 


Iefile GRAPHIC print - DO NOT PROCESS lAs Filed Data - 


SCHEDULE D

(Form 990)


Department of the Treasury

Internal Revenue Sen/Ice


Name of t he organization

SEIU Local 503 Oregon PublIc Employees UnIon




OMB No 15450047


Open to Public

Inspection


Employer identification number


Supplemental Financial Statements


 


Ir Attach to Form 990. To be completed by organizations that

answered "Yes," to Form 990, Part IV, line 12.


 


93-0323147


m Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete If the


organIzatIon answered "Yes" to Form 990, Part IV, lIne 6.


 


U'l-hUJNl-l


Donor adVIsed funds Funds and other accounts


 


Total number at end ofyear


 


Aggregate ContrIbutIons to (durIng year)


 


Aggregate Grants from (durIng year)


 


 


Aggregate value at end ofyear


 


 


the organIzatIon Inform all donors and donor adVIsors In ertIng that the assets held In donor adVIsed


funds are the organIzatIon's property, subject to the organIzatIon's excluswe legal control? Yes I No

the organIzatIon Inform all grantees, donors, and donor adVIsors In ertIng that grant funds may be


used only for charltable purposes and not for the benet ofthe donor or donor adVIsor or other


ImpermISSIble prIvate benet? N0


 


m Conservation Easements. Complete If the organIzatIon answered "Yes" to Form 990, Part IV, lIne 7.


1


n 0' Al


O.


Purpose(s) ofconservatIon easements held by the organIzatIon (check all that apply)

PreservatIon ofland for publIc use (e g recreatIon or pleasure)

Protectlon of natural habItat


Preservatlon ofan hIstorIcally Importantly land area

PreservatIon ofcertIerd hIstorIc structure


PreservatIon ofopen space


Complete lInes 2a2d Ifthe organIzatIon held a qualIerd conservatlon contrIbutIon In the form ofa conservatIon easement


on the last day ofthe tax year

-Held at the End of the Year


 


 


 


 


 


Total number ofconservatlon easements 23

Total acreage restrIcted by conservatIon easements 2b

Number ofconservatIon easements on a certIerd hIstorIc structure Included In 2C

Number ofconservatIon easements Included In achIred after 8/17/06 2d


 


Number of conservatIon easements modIerd, transferred, released, or termInated by the organIzatIon durIng


the taxable year F-


Number ofstates where property subject to conservatlon easement Is located F


Does the organIzatIon have a when polIcy regardIng the perIodIc monItorIng, InspectIon, VIolatIons, and


enforcement ofthe conservatIon easements It holds? N0

Staffor volunteer hours devoted to monItorIng, InspectIng and enforCIng easements durIng the year 


Amount of expenses Incurred In monItorIng, InspectIng, and enforCIng easements durIng the year 


Does each conservatlon easement reported on lIne 2(d) above satIsfy the reqUIrements ofsectIon


170(h)(4)(B)(I)and I_Yes 


In Part XIV, descrIbe howthe organIzatIon reports conservatIon easements In Its revenue and expense statement, and

balance sheet, and Include, If applIcable, the text ofthe footnote to the organIzatIons fInanCIal statements that descrIbes

the organIzatIons accountIng for conservatIon easements


m Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.


Complete If the organIzatIon answered "Yes" to Form 990, Part IV, lIne 8.


 


1a Ifthe organIzatIon elected, as permItted under SFAS 116, not to report In Its revenue statement and balance sheet works of

art, hIstorIcal treasures, or other assets held for publIc ethbItIon, educatlon or research In furtherance of publIc serVIce,

prOVIde, In Part XIV, the text ofthe footnote to Its fInanCIal statements that descrIbes these Items

b Ifthe organIzatIon elected, as permItted under SFAS 116, to report In Its revenue statement and balance sheet works ofart,

hIstorIcal treasures, or other assets held for publIc ethbItIon, educatIon, or research In furtherance ofpublIc serVIce,

prOVIde the followmg amounts relatIng to these Items

Revenues Included In Form 990, Part lIne 1 hI-$

(ii)Assets Included In Form 990,PartX 

2 Ifthe organIzatIon recered or held works ofart, hIstorIcal treasures, or other assets forfInanCIal gaIn, prOVIde the

followmg amounts reqUIred to be reported under SFAS 116 relatIng to these Items

3 Revenues Included In Form 990, Part lIne 1 hI-$

b In Form 990,PartX 


 


For Paperwork Reduction Act Notice, see the Int ruct ions for Form 990


Cat N o 52 28 3 D Schedule D (Form 990) 2008



CITIZENAUDIT.ORG PAGE #0018
ScheduleD (Form 990)2008 Page2

wanizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)


 


 


3 the organization's accessmn and other records, check any ofthe followmg that are a Significant use ofits collection

Items (check all that apply)

a Pubhc d Loan or exchange programs

b Scholarly research e Other


c l Preservation forfuture generations


4 Prowde a description ofthe organizations collections and explain how they further the organizations exempt purpose In


Part XIV

5 During the year, dId the organIzatIon or receive donations ofart, historical treasures or other Similar

assets to be sold to raise funds rather than to be maintained as part ofthe organIzatIons collection? l Yes l No


 


Part IV Trust, Escrow and Custodial Arrangements. Complete If the organization answered "Yes" to Form 990,

Part IV, Me 9, or reported an amount on Form 990, Part X, We 21.


1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not

included on Form 990,Part X7 l_Yes l_No


b If"Yes," explain why In Part XIV and complete the followmg table


 


Amount

C Beginning balance

d Additions during the year

e Distributions during the year

f EndIng balance

2a Did the organizatIonInclude an amount on Form 990,Part X,|Ine 217 I_Yes 


b IfYes," explain the arrangement In Part XIV


m Endowment Funds. Complete If the organization answered "Yes" to Form 990, Part IV, line 10.


 


 


 


 


(a)Current Year I (b)PrIor Year I (c)Two Years Back I (d)Three Years BackI (e)Four Years Back

1a Beginning ofyear balance

b Contributions

c Investment earnings orlosses

Grants or scholarships

Other expenditures for faCIlitIes

and programs

f Administrative expenses

9 End ofyear balance

2 the estImated percentage ofthe year end balance held as


a Board designated or quaSI-endowment II-

b Permanentendowment 


C Term endowment II-

3a Are there endowment funds not In the posseSSIon ofthe organIzatIon that are held and administered for the


 


 


 


 


 


organIzatIon by Yes No

unrelated organizations . . . . . . . . . . . . . . . . . . . . . . . . 3a(i)

(ii) related organIzatIons . . . . . . . . . . . . . . . . . . . . . . . . 33"


 


 


b If"Yes" to are the related organizations listed as reqUIred on Schedule Describe In Part XIV the Intended uses ofthe organization's endowment funds


m InvestmentsLand, Buildings, and Equipment. See Form 990, Part X, line 10.


 


 


 


 


 


 


 


 


 


 


 


Description of Investment b2255gt31t5 DepreCIation Book value

1a Land . . . . . . . . . . . . . . . . . 474,900 474,900

b BUIldIngs . . . . . . . . . . . . . . . . 4,643,307 1,520,813 3,122,494

c Leasehold Improvements

d EqUIpment . . . . . . . . . . . . . . . . 2,245,422 1,651,974 593,448

e Other . . . . . . . . . . . . . . .

Total. Add IInes la- 1e (Column should equal Form 990, Part X, column (B), line . . . . . . . . II- 4,190,842


 


 


Schedule D (Form 990) 2008



CITIZENAUDIT.ORG PAGE #0019
ScheduleD (Form 990)2oos Page3


InvestmentsOther Securities. See Form 990 Part X line 12.


Description ofsecurity or cateory

(Including name ofsecurity)


 

 

 


M ethod of valuation


(MBOOK value Cost or end-ofyear market value


FinanCIal derivatives and other finanCIal products

Closelyheld eqUIty Interests

Other


Total. (Column should equal Form 990, Part X, col (B) line 12) 


 


ram Related. See Form 990 Part X line 13.


 


 

   

 


M ethod of valuation

Cost or end-of-year market value


 


Description ofinvestment type Book value


     


Total.


Column b should ualForm 990, PartX, col B I/ne13 

Other Assets. See Form 990 Part X line 15.


a Descri tion


 

 


 

 

 

 


b Book value


 


 


Total. (Column should equal Form 990, Part X, col.(B) line 15.)

Other Liabilities. See Form 990 Part X line 25.


a Descri tion ofLIabilit b Amount


 

 

 


 


 

 


   


Federal Income Taxes


   


8,675

553 701

1,759


   


A enc Accounts


 


   


   


State Income Taxes


   


 


Total. (Column should equal Form 990, Part X, col (B) line 25) p. 564,1 3 5


In Part XIV, prowde the text ofthe footnote to the organization's finanCIal statements that reports the organization's liability for

uncertain tax p05itions under FIN 48


 


 


Schedule D (Form 990) 2008



CITIZENAUDIT.ORG PAGE #0020
ScheduleD (Form 990)2008 Page4

m Reconciliation of Change in Net Assets from Form 990 to Financial Statements


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


1 Totalrevenue (Form 12) 1 2317561181

2 Totalexpenses (Form 990,PartIX,co|umn (A), |Ine 25) 2 22,757,207

3 Excess or (defICIt) forthe year Subtract |Ine 2 from |Ine 1 3 988,974

4 Net unrealIzed gaIns (losses) on Investments 4 172,084

5 Donated serVIces and use 5

6 Investment expenses 6

7 PrIorperIod adjustments 7

8 Other(DescrIbe In Part XIV) 8

9 Total adjustments (net) Add |Ines 4  8 9 172,084

10 Excess or (defICIt) forthe year perfInanCIaI statements Combine |Ines 3 and 9 10 1,151,058

m1"! Reconciliation of Revenue per Audited Financial Statements With Revenue er Return

1 Totalrevenue, gaIns,and other support per audIted fInanCIaI 23,995,642

statements . . . . . . . . . 1

2 Amounts Included on |Ine 1 but not on Form 990, Part |Ine 12

a Net unreaIIzed gaIns on Investments . . . . . . . . . . 2a 172,084

b Donated serVIces and use . . . . . . . . . 2b

c RecoverIes ofprIoryeargrants . . . . . . . . . . . 2c

d Other(DescrIbeIn Part XIV67,377

Add |Ines 2a through 239,461

Subtract |Ine 2e from |Ine 23,756,181

Amounts Included on Form 990, Part |Ine 12, but not on |Ine 1

Investment expenses notIncIuded on Form 7b . 4a

Other (DescrIbe In Part XIVAddlInes 4aand TotalRevenue AddlInes 3and 4c. (ThIs should equalForm 990,PartI,|Ine 23,756,181

my. Reconciliation of Expenses per Audited Financial Statements With Expenses per Return

Total expenses and losses per audIted fInanCIal statements . . . . . . . . . . . . 1 22,834,584

2 Amounts Included on |Ine 1 but not on Form 990, Part IX, |Ine 25

a Donated serVIces and use . . . . . . . . . . 2a

b PrIor year adjustments . . . . . . . . . . . . . . 2b

c Losses reported on Form 990,PartIX,|Ine Other (DescrIbe In Part XIV67,377

Add |Ines 2athrough 67,377

3 Subtract |Ine 2e from |Ine 22,767,207

Amounts Included on Form 990, Part IX, |Ine 25, but not on |Ine 1:

Investment expenses notIncIuded on Form 7b . . 4a

Other (DescrIbe In Part XIVAddlInes 4aand Totalexpenses Add |Ines3and 4c.(ThIs should equalForm 990,PartI,|Ine 1822,767,207


 


 


 


m Supplemental Information


Complete thIs part to prOVIde the descrIptIons reqUIred for Part II, |Ines 3, 5, and 9, Part |Ines 1a and 4, Part XIV, |Ines 1b and 2b,

Part V, |Ine 4, Part X, Part XI, |Ine 8, Part XII, |Ines 2d and 4b, and Part |Ines 2d and 4b


Identifier Return Reference Explanation


Part XII, LIne 2d - Other nettIng of rental Income from dIsregarded entIty WIth expenses

Adjustments


Part LIne 2d - Other nettIng of rental Income from dIsregarded entIty WIth expenses

Adjustments


 


Schedule D (Form 990) 2008



CITIZENAUDIT.ORG PAGE #0021
Iefile GRAPHIC print - DO NOT PROCESS lAs Filed Data - 


DLN: 93493102007040


 


Schedule I

(Form 990)


Department of the Treasury

Internal Revenue Servrce


OMB No 1545-0047


2008


Open to Public


 


Grants and Other Assistance to Organizations,

Governments and Individuals in the U.S.


 


 


 


Complete if the organization answered "Yes," on Form 990, Part IV, lines 21 or 22. Attach to Form 990. Inspection


 


Name of the organization

SEIU Local 503 Oregon Public Employees Union


 


Employer identication number


93-0323147


 


 


m General Information on Grants and Assistance


1


2


Does the organization maintain records to substantiate the amount ofthe grants or the grantees' eligibility forthe grants |7Yes lNo


Describe in Part IV the organization's procedures for monitoring the use ofgrant funds in the United States


 


m Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" on


Form 990, Part IV, line 21 for any recrpient that received more than $5,000. Check this box if no one recrpient received more than $5,000. Use

Part IV and Schedule I-1 if additional space is


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


needed1(a) Name and address of EIN IRC section Amount ofcash Amount ofnon Method ofvaluation (9) Description of Purpose ofgrant

organization ifapplicable grant cash (book, FMV,appraisa|, 

or government other)

PortlandJOBS WITH 93-1120523 501(c)(4) 6,650 n/a to promote workers

JUSTICE6025 E rights

Portland,OR 97215

Pineros y Campesrnos 930939941 501(c)(5) 5,000 n/a to promote farm

Unidos del Noroeste300 workers rights

Young St

Woodburn,OR 97071

oregon centerfor public 93-1186075 501(c)(3) 22,500 n/a n/A improve economic and

policyPO Box 7 socral opportunities

Silverton,OR 97381 forworkers

2 Enter total number ofsection 501(c)(3) and government 1

organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . It

3 Entertotal number ofother organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I 2


 


For Paperwork Reduction Act Notice, see the Instructions for Form 990.


Cat No 50055P Schedule I (Form 990) 2008



CITIZENAUDIT.ORG PAGE #0022
Schedule I (Form 990) 2008


Page 2

m Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.

Use Schedule I1 (Form 990) if additional space is needed.


 


(a)Type of grant or a55istance


(b)N umber of

reCIpients


(c)A mount of

cash grant


(d)A mount of

noncash a55istance


Method ofvaluation

(book, FMV, appraisal,

other)


(f)DescrIptIon of non-cash a55istance


 


 


 


 


 


 


 


 


 


 


 


 


 


m Supplemental Information. Complete this part to prowde the information reqUIred in Part 1, line 2, and any other additional information.


See Additional Data Table


Identifier Ret urn Reference


Procedure for Monitoring

Grants In the U 5


Part 1, Line 2


 


Explanation


Schedule I, Part 1, Line 2 The finance committee reVIews each new deCIsmn to give grants The committee reVIews the

performance ofthe reCIpIents and occasmnally reqUIres in-person presentations The political director, on certain grants,


monitors the reCIpIents actiVitIes through a close working relationship and frequent reporting back to the executive director

as well as the finance committee


Schedule I (Form 990) 2008



CITIZENAUDIT.ORG PAGE #0023
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 9349310200704o|


OMB No 15450047

EQSULE 0 Supplemental Information to Form 990 8


 


 


II- Attach to Form 990. To be completed by organizations to provide additional information for

Department of the Treasury


responses to specific questions for the Form 990 or to provide any additional information. Open to 

Internal Revenue Serwce Inspection


Name of t he organization Employer identification number

SEIU Local 503 Oregon Public Employees Union


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


930323147

Identifier Return Reference Explanation

Form 990, Part VI, Section A, line 10 Prior to filing, The IRS form 990 Will be reVIew ed by the finance committee

Identifier Return Explanation

Reference

Each year there is a disclosure statement that each board member and employee is reqUIred to complete


Form 990, Part VI,


Sectlon B Ime 120 In addition, actiVities that could cause a conflict of interest are monitored by the Ethics code conpliance


 officer/Iiason at the local level and by the the ethics ombudsman at the national level

Identifier Return Explanation

Reference


 


The organizations board of directors determnes the compensation of the executive director by reVIew ing the


Form 990, Part compensation around the same time as w hen staff union contracts are ratified The executive director is

VI, Section B, responSIble for setting the compensation for all employees of the union The executive director has the ability

line 15 to delegate this responSIbility to a bargaining committee w hich includes two board member and three


 


 


management staff


 


 


Identifier Return Reference Explanation


 


 


 


Form 990, Part VI, Section C, line 19 No documents available to the public


 


 


 


For Paperwork Reduction ActNotice, see for Form 990 Cat No 51056K ScheduleOlForm 990)2008



CITIZENAUDIT.ORG PAGE #0024
Iefile GRAPHIC print - DO NOT PROCESS lAs Filed Data - DLN: 93493102007040


 


 


 


 


 


 


 


. . . OMB No 15450047

SCHEDULE R Related Organizations and Unrelated Partnerships 

<Form99> 2008

II- Attach to Form 990. To be completed by organizations that answerd "Yes" to Form 990, Part IV, lines 33, 34, 35, 36, or 37. 

Department offhe Treasury pi- see separate inst ructin5_ Open to P_ublic

Internal Revenue Serwce InspeCtlon

Name of t he organization Employer identification number

SEIU Local 503 Oregon Public Employees Union

Identification of Disregarded Entities


(A) (B) (C) (D) (E) (F)


Name, address, and EIN of disregarded entity Primary aCtIVIty Legal domICIIe (state Total income Endeofeyear assets Direct controlling

or foreign country) entity


 


Homecare Union Benefits Board LLC of the


PO BOX 12159 insurance program for OR -10,719 798,175 

Salem: OR 97309 Ore on Homecare Workers

2070573997 9


 


 


 


 


 


 


 


 


 


 


 


m Identification of Related Tax-Exempt Organizations


 


 


 


 


(A) (B) (C) (D) (E) (F)

Name, address, and EIN of related organization Primary actIVIty Legal domICIIe (state Exempt Code section Public charity status Direct controlling

or foreign country) (if section 501(c)(3)) entity

Oregon State 

6401 Se Foster Rd Political Lobbying OR 527 

Portland, OR97206

930887838

Oregon political action committee

1730 CommerCIal St SE Ballot measures OR 527 

Salem, OR97302

930323147

Citizen action for political education

Po box 12159 political education OR 527 

salem, OR97309

237230166


 


 


 


 


 


 


 


 


 


 


For Paperwork Reduction Act Notice, see the Instructions for Form 990Schedule R (Form 990) 2008



CITIZENAUDIT.ORG PAGE #0025
ScheduleR(Form990)2008 Page2


m Identification of Related Organizations Taxable as a Partnership


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


(C) (E) (G) D (Hat t (I) G 

(A) (B) Legal (D) (F) Isprop Iona e enera or

Name, address, and EIN of PrImary actIVIty domICIIe DIrect Pmdomlqantd Share of total Income Share Of end 0f allOC8t|0n57 cede V UB1 amount managlng

related organIzatIon (state or entIty lncome(re ate  year assets on Paltner7

forel n Investment, Box 20 of K1

unrelated)

Ya No Ya No

m Identification of Related Organizations Taxable as a Corporation or Trust

F

(A) (D) (E) Shamo m, (G) (H)

Name, address, and EIN of related organIzatIon pnmary Legal domICIle DIrect Type of entIty Income Share of Percentage

(state or entIty (C corp, S corp, endiofiyear ownershIp

foragn or trust) assets

country)


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Schedule R (Form 990) 2008



CITIZENAUDIT.ORG PAGE #0026
ScheduleR(Form990)2008 Page3


m Transactions with Related Organizations


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Note. Complete |Ine 1Ifany entIty IS |Isted In Parts II, orIV Yes No

1 DurIng the tax year, dId the orgranIzatIon engage In any ofthe followmg transactions WIth one or more related organIzatIons |Isted In Parts 

a ReceIpt of Interest (ii) annUItIes royaltIes (iv) rent from a controlled entIty 1a No

b GIft, grant, or capItaI contrIbutIon to other organIzatIon(s) 1'3 Yes

c GIft, grant, or capItal contrIbutIon from other organIzatIon(s) 13 N0

d Loans orloan guarantees to or for other organIzatIon(s) 1d N0

Loans or loan guarantees by other organIzatIon(s) 1e N0

f Sale ofassets to other organIzatIon(s) 1f No

9 Purchase ofassets from other organIzatIon(s) 19 N0

h Exchange ofassets 1h No

i Lease eqUIpment, or other assets to other organIzatIon(s) 1i N0

j Lease eqUIpment, or other assets from other organIzatIon(s) 1j No

k Performance of serVIces or membershIp orfundraISIng soIIcItatIons for other organIzatIon(s) NO

I Performance ofserVIces or membershIp orfundraISIng solICItatIons by other organIzatIon(s) 1' No

In SharIng eqUIpment, |Ists, or other assets 1m Yes

n SharIng of paId employees In Yes

0 ReImbursement paId to other organIzatIon for expenses 10 No

p ReImbursement paId by other organIzatIon for expenses 1P No

q Othertransferofcash or property to other organIzatIon(s) 1q Yes

r Othertransferofcash or property from other organIzatIon(s) 1' N0


 


 


 


 


 


2 Ifthe answer to any ofthe above Is "Yes," see the InstructIons for InformatIon on who must complete thIs |Ine, IncludIng covered relatIonshIps and transactIon thresholds


 


 


 


 


 


 


(A) 

Name of other organIzatIon(s) type(a_r) Amount Involved

(1) Oregon State Q 182,495

(2)

(3)

(4)

(5)

(6)


 


 


 


Schedule R (Form 990) 2008



CITIZENAUDIT.ORG PAGE #0027
 


 


 


 


 


 


ScheduleR(Form990)2008 Page4

Part VI Unrelated Organizations Taxable as a Partnership

Prowde the followmg Informatlon for each taxed as a through the organlzatlon conducted more than ve percent of Its actIVItIes (measured by total assets

or gross revenue) that was not a related organlzatlon See Instructlons exclusmn for certaln Investment partnerships

D

(3) Age in (E) (F) (G) (H)

(A) (B) Legal domlCIle partners Share of Code VUBI General or

Name, address, and EIN of Prlmary actIVIty (state or forelgn semen endofyear a||0C3t|0n57 amount on Box managlng

country) 501(c)(3) assets 20 of Kl Palmer7

organizatlons7

Ya No Ya No Ya No


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Schedule R (Form 990) 2008



CITIZENAUDIT.ORG PAGE #0028
Additional Data


Software ID:


Software Version:


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


EIN: 93-0323147

Name: SEIU Local 503 Oregon Public Employees Union

Form 990, Part VII - Section 

(C)

P05ition (check all

thatapply) (E) (F)



(B) o (D) Reportable Estimated

., 3 :i E: Reportable amount ofother

Average g g; I m, compensation

(A) 5'5 z. D m. compensation compensation

hours V r H. from related

Name and Title t: g a; I1 from the from the

per organizations

week 9  a a U 2. 3 organization (W- 2/1099_ organization and

d  E c. E: in related

. h, m -: MISC)

E E .13. 3 organizations

II: 

a

I115

i1

Joe Dinicola past PRESIDENT 40 00 X X 12,642 0 383

linda burgin PreSIdent 40 00 X X 97,034 0 4,218

kathie best, past preSIdent 45 00 X X 71,009 0 22,712

Sonya Reichwein Vice PreSIdent 1 00 X X 1,560 0 0

CATHERINE 100 X 0 0 0

DANIEL 100 X 0 0 0

GINA 100 X 0 0 0

GARY 100 X 0 0 0

MARY 100 X 153 0 0

BRUCE 100 X 0 0

PORTIA 100 ANITA 100 X 632 0 0

JAMES 100 X 0 0 0

BELINDA 100 X 0 0 0

SANDY 100 X 0 0 0

CAMERON 100 X 0 0 0

DEBORRA 100 X 0 0 0

ROSALIE 100 X 0 0 0

RANDY 100 X 0 0 0

TRISH LUTGEN DIRECTOR barton retiree local preSIdent 1 00 X 16,973 0 4,451

Barbara Casey SECRETARY-

TREASURER 1 00 X X 1,365 Judy 100 X 0 0 0

Gary 1 00 X 0 0 0

Ieslie frane EXEC utive Director 45 00 X 93,168 0 26,604


 


 


 


 


 


 


 


 


 


 


 


 


 



CITIZENAUDIT.ORG PAGE #0029
Form 990, Part VII - Section 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


(C)

POSItion (check all

that apply) (E) (F)



(B) (D) Reportable Estimated

1 3 u: Reportable amount of other

Average 3 5.3 m. compensation

(A) hours 5' 3 H 3 g m compensation from related compensation

Name and Title g E .15 H- I1 from the from the

per LU E, g 3 rug 9 organizations

1.  3 organization (W organization and

week '1 to D U _l (W- 2/1099-

E E t. g MISC) related

E a; g organizations

DrJames Greer, Finance director 45 00 X 77,772 27,867


 


 

Text from 2008/09 EO 990 (filed 2009/03), extracted with optical character recognition (see PDF)

 


Iefile GRAPHIC print - DO NOT PROCESS lAs Filed Data - 


Form990

E


Department of the Treasury

Internal Revenue Servrce


B Check if applicable

Address change


I Name change

Initial return

Final return


Amended return


benefit trust or private foundation)


Return of Organization Exempt From Income Tax


Under section 501(c), 527, or 4947(a)( 1) of the Internal Revenue Code (except black lung


and ending 09-30-2008





OMB No 15450047


2007


 


h-Open to Public

e organiza lOl'l may ave 0 use a copy repor ing requrremen S Inspection


A For the 2007 calendar year, or tax year beginning 10-01-2007


 


 


D Employer identication number


93-0323147


 


 


E Telephone nu mber


(503) 581-1505


 


 


 


 


 


C Name of organization

Please SEIU Local 503 Oregon Public Employees Union

use IRS

label or

print or Number and street (or P 0 box if mail is not delivered to street address) Room/surte

type See PO BOX 12159

Specific

Instruc- City or town, state or country, and ZIP 4

tions. SALEM, OR 97309


 


 


Application pending


II Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable

trusts must attach a completed Schedule A (Form 990 or 990-EZ).


G Web site: F org (lower Case)


FAccounting method Cash '7 Accrual

Other (specrfy) II-


 


 


Organization type (check only one) F- IV 501(c) (5) 1 (insert no)


I 4947(a)(1) or I 527


 


K Check here if the organization is not a 509(a)(3) supporting organization and its gross receipts are

normally not more than 25,000 A return is not requrred, but if the organization chooses to file a return,

he sure to file a complete return


H and I are not applicable to section 527 organizations

H(a) Is this a group return for affiliates? Yes





H(b) If "Yes" enter number of affiliates If


H(c) Are all affiliates included?

(If attach a list See 


I Yes I No


 


H(d) Is this a separate return filed by an organization

covered by a group ruling? '7 Yes I NO

I Group Exemption Numberh- 0932


 


 


L Gross receipts Add lines 6b, 8b, 9b, and 10b to line 12 II- 23,803,064

m Revenue, Expenses, and Changes in Net Assets or Fund Balances (See the instructions.)


 


M Check I7 if the organization is not requrred to

attach B (Form 990, 990EZ, or 990PF)


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


1 Contributions, gifts, grants, and srmilar amounts received

a Contributions to donoradvrsed funds . . . . . 1a

b Direct public support (notincluded online 1a) . . . 1b

c Indirect public support (not included on line 1aGovernment contributions (grants) (not included on line 1a) 1d

e Total (add lines 1a through 1d) (cash noncash 1e

2 Program servrce revenue including government fees and contracts (from PartVII,|ine 93) 2 986,885

3 Membership dues and assessments 3 20,464,582

4 Interest on and temporary cashinvestments 4 20,296

5 DiVidends and interest from securities 5 302,483

6a Grossrents . . . . . . . . . . . . . . 6a

b Less rental expenses . . . . . . . . . . . 6b

c Net rental income 6b fromline 6a 6c

g 7 Other investment income (describe 7

LE 8a Gross amount from sales ofassets (A)Securities (B)Other

'55 otherthan inventory 1,451,934 3a

b Less cost or other basrs and sales expenses 1,425,569 8b

c Gain or (loss) (attach schedule) . . '5 25,355 8c

d Net gain 8c,columns (A)and (B) 8d 26,365

9 Specral events and actiVities (attach schedule) Ifany amount is from gaming, check here 

a Gross revenue (not including of

contributions reported on line 1bLess direct expenses otherthan fundraisrng expenses . . 9b

c Netincome Subtractline 9bfromline 9a 9c

10a Gross sales ofinventory, less returns and allowances 10a

b Less cost ofgoods sold 10b

c Gross profit or (loss) from sales of inventory (attach schedule) Subtract line 10b from line 10a 10:

11 Other revenue (from Part VII,|ine 103) 11 576,884

12 TotalrevenueAdd lines 1e,2,3,4,5,6c,7,8d,9c,10c,and 11 12 22,377,495

13 Program servrces (fromline 44,column 13

il' 14 Management and general (from line 44, column 14

E 15 Fundraisrng (fromline 44,column 15

L: 16 Payments to affiliates (attach schedule) E . 16 5,103,552

17 TotalexpensesAdd lines 16 and 44, column (A) 17 21,998,894

2 18 Excess or (deficrt) for the year Subtract line 17 from line 12 18 378,601

E 19 Net assets orfund balances at beginning ofyear (from line 73, column 19 13,080,942

2% 20 Other changes in net assets or fund balances (attach explanation) E . 20 -528,149

2 21 Net assets orfund balances atend ofyearCombineIines 18,19,and 20 21 12,931,394


 


For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.


Cat No 11282Y


Form 990 (2007)



CITIZENAUDIT.ORG PAGE #0003
Form 990 (2007)


m Statement of


Page 2


 


Functional Expenses


for others (See the Instructions.


All organizations must complete column (A) Columns (B), (C), and (D) are required for section

501(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Do not include amounts reported on line (A) Total (B) Program (C) Management (D) 

6b, 8b, 9b, 10b, or 16 of Part I. 

22a Grants paid from donor adVIsed funds (attach Schedule)

(cash noncash 

If this amount includes foreign grants, check here 22a

22b Other grants and allocations (attach schedule) E

(cash $69:956 noncash 

If this amount includes foreign grants, check here I7 22b 69,955

23 SpeCIfic aSSIStance to indIVIduaIs (attach schedule) 23

24 Benefits paid to or for members (attach schedule) 24

25a Compensation ofcurrent officers, directors, key employees

etc Listed in Part V-A (attach schedule) 25a 634,680

b Compensation offormer officers, directors, key employees

etc listed in PartVB(attach schedule) 25b

c Compensation and other distributions not icluded above to

disqualified persons (as defined under section 4958(f)(1)) and

persons described in section 4958(c)(3)(B) (attach schedule) 25C

26 Salaries and wages ofemployees notincluded

on lines 25a, b and c 26 6,106,726

27 Pen5ion plan contributions not included on

lines 25a, b and c 27 832,066

28 Employee benefits not included on lines

25a  27 28

29 Payroll taxes 29

30 Professwnal fundraismg fees 30

31 Accounting fees 31

32 Legal fees 32

33 Supphes 33

34 Telephone 34

35 Postage and shipping 35

36 Occupancy 36

37 EqUIpment rental and maintenance 37

38 Printing and publications 38

39 Travel 39

40 Conferences, conventions, and meetings 40

41 Interest 41

42 DepreCIation, depletion, etc (attach schedule) '5 42 445,255

43 Other expenses not covered above (itemize)

a See Additional Data Table 43a

Total functional expenss. Add lines 22a through 439

(Organizations completing columns carry these totals

to lines 1315) 44 16,895,342


 


 


 


 


 


 


Joint Costs. Check h- if you are followmg SO P 98-2


Are any Jomt costs from a combined educational campaign and fundraismg soliutation reported in (B) Program serVIces7


If"Yes," enter the aggregate amount ofthese Jomt costs 

the amount allocated to Management and general 


b- I_Yes 


(ii) the amount allocated to Program serVIces 


and (iv) the amount allocated to Fundraismg 


 


Form 990 (2007)



CITIZENAUDIT.ORG PAGE #0004
Form 990 (2007)


Page 3


 


m Statement of Program Service Accomplishments (See the instructions.)


 


Form 990 Is available for publIc Inspection and, for some people, serves as the prImary or sole source ofinformation about a particular

organization How the public perceives an organization In such cases may be determined by the information presented on Its return

Therefore, please make sure the return is complete and accurate and fully describes, In Part the organizatIons programs and


accomplishments


 


What Is the organizatlon's primary exempt purpose? Ir LA 30 R UNIO N o REGON EM 

All organizations must describe their exempt purpose achievements In a clear and conCIse manner State the number of clients served,


publications issued, etc DIscuss achievements that are not measurable (Section 501(c)(3) and (4) organizations and 4947(a)(1) nonexempt


 


charitable trusts must also enter the amount of grants and allocations to others 


Program Service

Expenses

(ReqUIred for 501(c)(3) and

(4) orgs and 4947(a)(1)

trusts, but optIonal for

others 


 


a THE ORGANIZATION IS A LABOR UNION, REPRESENTING THE INTERESTS SERVICE


EMPLOYEES IN THE STATE OFOREGON


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


(Grants and allocations Ifthis amount Includes foreign grants, check here II- 

b


(Grants and allocations Ifthis amount Includes foreign grants, check here II- 

c


(Grants and allocations Ifthis amount Includes foreign grants, check here II- 

d


(Grants and allocations Ifthis amount Includes foreign grants, check here 

e Other program serVIces (attach schedule)


(Grants and allocations Ifthis amount Includes foreign grants, check here II- 

f Total of Program Service Expenses (should equal line 44, column (B), Program serVIces) II-


 


Form 990 (2007)



CITIZENAUDIT.ORG PAGE #0005
 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990(2007) Page4

Balance Sheets (See the instructions.)

Note: Where requ1red, attached schedules and amounts Within the description (A) (B)

column should be for end-of-year amounts only. Beginning of year End of year

45 Cashnoninterestbearing 45 150,004

46 Savmgs and temporary cash Investments 2,371,931 46 2,079,979

47a Accounts receivable . . . . . 47a 1,863,843

b Less allowance for doubtful accounts 47b 1,804,306 47: 1,863,843

48a Pledges receivable . . . . . . 48a

b Less allowance for doubtful accounts 48b 48c

49 Grants receivable 49

50a Receivables from current and former officers, directors, trustees, and

key employees (attach schedule) 50a

b Receivables from other disqualified persons (as defined under section

4958(c)(3)(B) (attach schedule) 50b

513 Other notes and loans receivable (attach

scheduleLess allowance for doubtful accounts 51b 51c

32 52 Inventories for sale or use 52

d: 53 Prepaid expenses and deferred charges 62,917 53 42,454

54a Investmentspublicly-traded securities h- Cost |7 FMV 4,293,178 54a 4,577,380

b Investmentsother securities (attach schedule) F Cost [7 FMV 1,378,902 54b 1,716,550

55a Investmentsland, bUIldings, and

eqUIpment . . . . . . 55a

b Less accumulated depreCIation (attach

schedule55b 55!:

56 Investmentsother (attach schedule) 56

57a Land, bUIldings, and eqUIpment 57a 7,376,892

b Less accumulated depreCIation (attach

schedule57b 1356333 4,646,123 57c 4,520,504

58 Other assets, including programrelated investments

(describe 

1,353,242 58 744,406

59 Total assets (must equal line 74) Add lines 45 through 58 15,910,599 59 15,695,120

60 Accounts payable and accrued expenses 1,476,415 60 2,019,320

61 Grants payable 61

62 Deferred revenue 62

'1 63 Loans from officers, directors, trustees, and key employees (attach

schedule) 63

5: 64a Tax-exempt bond liabilities (attach schedule) 64a

b Mortgages and other notes payable (attach schedule) 64b

65 Other liablilities (describe h- 1,353,242 65 744,406

66 Total IiabilitiesAdd lines 60 through 65 2,829,657 66 2,763,726

Organizations that follow SFAS 117, check here |7 and complete lines

67 through 69 and lines 73 and 74

E 67 Unrestricted 13,080,942 67 12,931,394

68 Temporarily restricted 68

g 69 Permanently restricted 69

E Organizations that do not follow SFAS 117, check here F l and

LE complete lines 70 through 74

,5 70 Capital stock, trust prinCIpal, or current funds 70

g 71 Paidin eqUIpment fund 71

72 Retained earnings, endowment, accumulated income, or otherfunds 72

E 73 Total net assets or fund balances Add lines 67 through 69 or lines 70

2 through 72 (Column (A) must equal line 19 and column (B) must equal

line 21) 13,080,942 73 12,931,394

74 Total liabilities and net assets fund balances Add lines 66 and 73 15,910,599 74 15,595,120


 


 


 


 


 


Form 990 (2007)



CITIZENAUDIT.ORG PAGE #0006
 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990(2007) Page5

Part IV-A Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See

the instructions.)

a Total revenue, gaIns, and other support per audIted fInanCIal statements a 22,377,495

Amounts Included on |Ine a but not on Part I, |Ine 12

1 Net unrealIzed gaIns on Investments b1

2 Donated serVIces and use b2

3 Recoveries of prIor year grants b3

4 Other(speCIfy)

b4

Add Ilnes b1through b4 b

SubtractlIne bfromlInea c 22,377,495

cl Amounts Included on Part I, |Ine 12, but not on |Ine a

1 Investment expenses notIncluded on PartI,|Ine

6b d1

2 Other(speCIfy)

d2

Add Ilnes d1 and d2 d

e Total revenue (PartI,|Ine 12) AddlInes cand 22,377,495

 e

Part IV-B Reconciliation of Expenses per Audited Financial Statements With Expenses :Ier Return

a Total expenses and losses per audIted fInanCIal statements a 22,527,043

b Amounts Included on |Ine a but not on Part I, |Ine 17

Donated serVIces and use b1

2 PrIoryear adjustments reported on PartI,|Ine

20 b2

3 Losses reported on PartI,|Ine 528,149

20 b3

4 Other(speCIfy)

b4

Add Ilnes b1through b4 b 528,149

SubtractlIne bfromlInea c 21,998,894

d Amounts Included on Part I, |Ine 17, but not on |Ine a:

1 Investment expenses notIncluded on PartI,|Ine

6b d1

2 Other(speCIfy)

d2

Add Ilnes d1 and d2 d

e Total expenses (Part I, |Ine 17) Add Ilnes cand 21,998,894

Current Officers, Directors, Trustees, and Key Employees (LIst each person who was an ofcer,

dIrector, trustee, or key employee at any tIme durIng the year even If they were not compensated.) (See the


instructions.)


 


(B) TItle and average hours


(A) Name and address per week devoted to pOSItIon


(C) CompensatIon

(If not paid, enter -0-.)


(D) ContrIbutIons to

employee benet plans 

deferred compensatlon

plans


(E) Expense

account and other

allowances


 


See AddItIonal Data Table


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990 (2007)



CITIZENAUDIT.ORG PAGE #0007
Form 990 (2007)

m Current Officers, Directors, Trustees, and Key Employees (continued)


75a


d


Part V-B Former Officers, Directors, Trustees, and Key Em


Page 6


 


Yes


 


Enter the total number of officers, directors, and trustees permitted to vote on organization busmess at board

meetings _h27


Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated

employees listed in Schedule A, Part I, or highest compensated professmnal and other independent


contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business

relationships? IfYes,"attach a statement that identifies the indiViduals and explains the relationship(s)


Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated

employees listed in Schedule A, Part I, or highest compensated professmnal and other independent


contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether


tax exempt or taxable, that are related to the organization? See the instructions forthe definition of"re|ated

organization" .Ir


If"Yes," attach a statement that includes the information described in the instructions


Does the organization have a written conflict ofinterest policy? . . .


75b


 


75c


 


 


75d Yes


 


 


 


ployees That Received Compensation or Other


Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits

(described below) during the year, list that person below and enter the amount of compensation or other


benefits in the appropriate column. See the instructions.)


 


(D) Contributions to

employee benefit plans

and deferred compensation

plans


(C) Compensation


(A) Name and address (If not pald enter 


(B) Loans and Advances


(E) Expense account and

other allowances


 


 


 


 


 


 


 


 


 


 


statement


 


 


 


 


 


 


 


 


m Other Information (See the instructions.) Yes No

Did the organization make a change in its actIVIties or methods of conducting actIVIties7 If "Yes," attach a

detailed statement of each cha nge E 75 yes

Were any changes made in the organizmg or governing documents but not reported to the IRS7 77 Yes

If"Yes," attach a conformed copy ofthe changes

Did the organization have unrelated busmess gross income of $1,000 or more during the year covered by this retum7 78a Yes

If"Yes," has it filed a tax return on Form 990-T forthis year7 78b Yes

Was there a liqUIdation, dissolution, termination, or substantial contraction during the year? If "Yes," attach

79 No

Is the organization related (other than by assooation With a stateWIde or nationWide organization) through common membership,

governing bodies, trustees, officers, etc to any other exempt or nonexempt organization? 80a Yes

If"Yes," enterthe name ofthe organization h- CITIZEN ACTION By EMPLOYEES

and check whether it is l7 exempt or l nonexempt

Enter direct orindirect politicalexpenditures (See line 81 instructions 81a 108,691

Did the organization file Form 1120-POL for this year? 81b Yes


 


 


 


 


Form 990 (2007)



CITIZENAUDIT.ORG PAGE #0008
 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990(2007) Page7

m Other Information (continued) Yes No

82a the organization receive donated serVIces or the use ofmaterials, eqUIpment, or faCIlitIes at no charge or

atsubstantially less than fair rentalvalue7 82a No

b If "Yes," you may Indicate the value of these Items here Do not Include this amount as revenue

In Part I or as an expense In Part 11 (See Instructions In Part 321,

83a the organization comply WIth the publIc Inspection reqUIrements for returns and exemption applications? 83a Yes

b the organization comply WIth the disclosure reqUIrements relating to qUId pro quo contributions? 83b Yes

84a the organization solICIt any contributions or gifts that were not tax deductible? 84a Yes

b If"Yes," did the organization Include With every solICItation an express statement that such contributions or

gifts were not tax deductible? 84b Yes

85 501(c)(4), (5), or (6) organizations. a Were substantially all dues nondeductible by members? 85a Yes

b the organization make only Inhouse lobbying expenditures of$2,000 orless" 85b No

If"Yes," was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization

received a waIver for proxy tax owed the prior year

c Dues assessments, and Similar amounts from members 85c

d Section 162(e) lobbying and political expenditures 85d

e Aggregate nondeductible amount ofsection 6033(e)(1)(A) dues notices 85e

f Taxable amount oflobbying and political expenditures (line 85d less 85e) 85f

9 Does the organization elect to pay the section 6033(e) tax on the amount on line 85f7 859

h Ifsection 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85fto Its

reasonable estimate ofdues allocable to nondeductible lobbying and political expenditures for the followmg tax

year?

85h

86 501(c)(7) orgs. Enter a InitIatIon fees and capital contributions Included on line 12 86a

b Gross receipts, Included on line 12, for publIc use ofclub 86b

87 501(c)(12) orgs. Enter a Gross Income from members or shareholders 87a

b Gross Income from other sources (Do not net amounts due or paid to other

sources against amounts due or received from them) 87"

88a At any time during the year, did the organization own a 50% or greater Interest In a taxable corporation or

partnership, or an entity disregarded as separate from the organization under Regulations sections 301 7701-2

and 301 7701-3? If"Yes," complete Part IX

88a Yes

b At any time during the year, did the organization directly or Indirectly own a controlled entity Within the meaning

ofsection 512(b)(13)? Ifyes complete Part XI

88b No

89a 501(c)(3) organizations Enter Amount of tax Imposed on the organization during the year under

section 4911 section 4912 section 4955 

b 501(c)(3) and 501(c)(4) orgs. Did the organization engage In any section 4958 excess benefit transaction during

the year or did It become aware ofan excess benefit transaction from a prior year? If"Yes," attach a statement

explaining each transaction 89b

c Enter Amount oftax Imposed on the organization managers or dIsqualIfied persons

during the year undersections 4912,4955,and 4958 II- 0

d Enter Amount oftax on line 89c, above, reimbursed by the organization h-

e AII organizations. At any time during the tax year was the organization a party to a prohibited tax shelter

transaction?

89e

f All organizations. Did the organization achIre direct or Indirect Interest In any applicable Insurance contract?

89f No

9 For supporting organizations and sponsoring organizations maintaining donor adVIsed funds. Did the supporting

organization, or a fund maintained by a sponsoring organization, have excess busmess holdings at any time

durIng the year7

899 No

90a List the states With which a copy return Is led h-

b Number ofemployees employed In the pay period that Includes March 12,2007 (See 90b 122

Instructions)  

91a The books are In care ofII- JIM GREER Telephone no (503) 581'1505

PO BOX 12159

Located at h- Sa'eml 0R ZIP +4 I. 97309

b At any time during the calendar year, did the organization have an Interest In or a Signature or other authority

overafinanCIalaccount Inaforelgn country (such as a bank account,securities account, orotherfinanCIal Yes No

account)? 91b No


 


IfYes," enter the name ofthe foreign country h-


See the Instructions for exceptions and filing reqUIrements for Form TD F 90-22.1, Report of Foreign Bank and

FinanCIal Accounts


 


 


 


Form 990 (2007)



CITIZENAUDIT.ORG PAGE #0009
Form 990(2007) Pages

m Other Information (continued) Yes No


c At any time during the calendar year, did the organization maintain an office outsrde ofthe United States? I 91c No


 


 


 


 


 


IfYes," enter the name ofthe foreign country 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


92 Section 4947(a}(1) nonexempt charItab/e trusts fIlIng Form 990 In lieu of Form 1041C heck here . . . . Ir 

and enterthe amount oftax-exempt interest received or accrued durlng the tax year . . . . l 92 I

m Analysis of Income-Producing Activities (See the instructions.)

Note: Enter gross amounts unless otherWIse Indicated. Unrelated busmess income Excluded by section 512, 513, or 514 (E)

(A) Related or

Busmess (B) Exclu5ion (D) exempt fU Ctlon

code Amount code Amount Income

93 Program serVIce revenue

a homecare benefits admin 725,923

b Miscellaneous Income 260,962

c

d

e

f Medlcare/Medicaid payments

9 Fees and contracts from government agenCIes

94 Membership dues and assessments . . . 20,464,582

95 Interest on savmgs and temporary cash investments 14 20,296

96 DIVIdends and interest from securities . . . 14 302,483

97 Net rental income or (loss) from real estate

a debt-financed property

non debt-nanced property

98 Net rental income or (loss) from personal property

99 Other investment income

100 Gain or (loss) from sales of assets otherthan inventory 18 26,365

101 Net Income or (loss) from specral events

102 Gross profit or (loss) from sales ofinventory

103 Other revenue a INSURANCE 524298 113,919

COMMISSIONS

b SEIU 462,965

c

d

e

104 Subtotal (add columns (B), (D), and . . 113,919 349,144 21,914,432

105 Total (add line 104, columns (B), (D), and h- 22,377,495


Note: LIne 105 plus [me Is, Part I, should equal the amount on lIne 12, Part I.


m Relationship of Activities to the Accomplishment of Exempt Purposes (See the instructions.)


Line No. Explain how each actiVity for which Income IS reported in column (E) ofPart VII contributed importantly to the 

ofthe organization's exempt purposes (other than by prOVIdIng funds for such purposes)


 


 


93a The organization prowdes insurance benefits to the union's home care members

938 ORGANIZATION SUPPORTS VARIOUS ACTIVITIES AND STRIVES TO IMPROVE INTRA-UNION COMMUNICATIONS

94 as a labor union, the organization provrdes various servrces to their members, including collectlve bargaining

103b The organization PROMOTES STATE-WIDE UNION prOJects, serVIces and benefits fortheir members

m Information Regarding Taxable Subsidiaries and Disregarded Entities (See the instructions.)


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


(A) (B) (D) (E)

Name, address, and EIN of corporation, Percentage of Nature of acmmes Total Income Endofyear

or disregarded entity ownership interest assets

HUBB LLC

PO BOX 12159

Salem, OR97309 10000 00 admIn of Union health care benefits 746,218 779,300

200573997

D/o

D/o



Information Regarding Transfers Associated with Personal Benefit Contracts (See the

instructions.)

Did the organlzation, during the year, receive any funds, directly or indirectly, to pay premlums on a personal benet contract? Yes I7 N0

the organizatlon, during the year, pay premiums, dIrectly or indirectly, on a personal benefit contractNOTE: If "Yes to le Form 8870 and Form 4720 (see InstructIons).


 


Form 990 (2007)



CITIZENAUDIT.ORG PAGE #0010
Form 990 (2007)


Information Regarding Transfers To and From Controlled Entities Complete only if the organization is

a controlling organization as defined in section 512(b)(13)


Page 9


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Yes No

106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of

the Code? if"Yes," complete the schedule below for each controlled entity

(A) (B) (C) (D)

Name and address of each Employer Identification Description of

. Amount of transfer

cont rolled entity Number transfer

a

b

c

Yes No

107 Did the reporting organization receive any transfers from a controlled entity as defined In section 512(b)(13) of

the Code? if"Yes," complete the schedule below for each controlled 

(A) (B) (C) (D)

Name and address of each Employer Identification Description of

. Amount of transfer

cont rolled entity Number transfer

a

b

c

Yes No

108 Did the organization have a binding written contract in effect on August 17, 2006 covering the Interests, rents,

royalties and annurties described in question 107 above?

Under penalties of perjury, Ideclare that I have examined thIS return, including accompanying schedules and statements, and to the best of my knowledge

and belief, it is true, correct, and complete Declaration of preparer (other than officer) IS based on all information of preparer has any knowledge

Please 2009.02.12

Sign Sig nature of officer Date

Here

leslie frane executive director

Type or prInt name and tItle

Preparer.s  Id Date Chleck if Preparers SSN or PTIN (See Gen Inst W)

. SI nature Dona CPA se 

Pald g empolyed l- 

Preparer's Firms name (or yours AKT LLP EIN I.

if selfemployed),

use only address: arid ZIP 4 680 Hawthorne Ave SE Surte 140

Phone no l' (503) 5857774

Salem, OR 973015096


 


 


 


Form 990 (2007)



CITIZENAUDIT.ORG PAGE #0011
Additional Data


Form 990, Part II, Line 43 - Other expenses not covered above (itemize):


Software ID:


Software Version:


EIN:

Name:


93-0323147


SEIU Local 503 Oregon Public Employees Union


 


Do not include amounts reported on line


(B) Program


(C) Management


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


6b, 8b, 9b, 10b, or 16 of Part I. (A) TOtal services and general (D) FundraiSing

a Member Rebates 43a 435,994

b General 43b 520,914

c Bargaining and Training 43c 384,191

d Dues and Rebates 43d 24,800

e Executive Department 43e 2,196,088

f Organizmg Department 43f 2,389,462

9 Government Research Department 439 400,013

h Public Relations Department 43h 842,547

i Administrative Department 43i 2,195,926

j Salem Office 43j 1,116,055

k Portland Office 43k 1,172,321

I Eugene Office 43| 694,444

m Medford Office 43m 277,053

n Pendleton Office 43n 267,117

0 Less Scholarships and Donation 430 -69,956

p Income Taxes 43p 38,891

q Fair Share Advance Reduction Payment 43q 111,640

r Member Governance 43r 245,011

5 Issues Funding 435 1,040,767

t Homecare Benefits Admin 43t 704,798

u C a re give rs 43u 1,392,054

v Less Salaries and Compensation 43v 76,741,405

w Less Pen5ion Expense 43w 832,066


 


 



CITIZENAUDIT.ORG PAGE #0012
Form 990, Part V-A - Current Officers, Directors, Trustees, and Key Employees:


 


(A) Name and address


(B) Title and average

hours per week devoted

to position


(C) Compensation

(If not paid, enter -0-


(D) Cont ributions to

employee benefit

plans deferred


compensation plans


(E) Expense

account and ot her

allowances


 


Joe DInIcoIa


 


 


 


 


 


 


 


 


 


97309


 


 


 


 


 


pO BOX 12159 ZEEOSOIDENT 93,241 0 2,970

97309


Ilnda burgln SECRETARY-


PO BOX 12159 TREASURER 1,560 0 0

97309 1 00


leslle frane


PO BOX 12159 EEogut'Ve D'recmr 88,188 21,370 4,335

97309


Peppers


PO BOX 12159 :EsotoExec D 83,662 29,660 2,970

97309


DrJames Greer Flnance dlrector


pO BOX 12159 45 00 65,275 21,307 4,335

salem,OR 97309


kathle beSt ast reSIdent


PO BOX 12159 :5 03 57,744 16,825 4,335

97309


Sonya Relchweln


PO BOX 12159 \ll'ggpres'dent 1,560 0 0

97309


Sharon Brogan


PO BOX 12159 d'recmr 52,430 31,119 4,335

97309


CATHERINE STEARNS


PO BOX 12159 EIOROECTOR 0 0 0

97309


DANIEL SMITH


p0 BOX 12159 EDIOROECTOR 0 0 0


 


 



CITIZENAUDIT.ORG PAGE #0013
Form 990, Part V-A - Current Officers, Directors, Trustees, and Key Employees:


 


(A) Name and address


(B) Title and average

hours per week devoted

to position


(C) Compensation

(If not paid, enter -0-


(D) Cont ributions to

employee benefit

plans deferred


compensation plans


(E) Expense

account and ot her

allowances


 


GINA SANTACROCE


 


 


 


 


 


 


 


 


 


97309


 


 


 


p0 BOX 12159 I1310R0ECT0R 0

97309


GARY WOLF


PO BOX 12159 0

97309


MARY WOOD


PO BOX 12159 IEIOROECTOR 946

97309


BRUCE MCCUTCHEON


PO BOX 12159 1,674

97309


PORTIA MOYE


PO BOX 12159 IEIOROECTOR 0

97309


JENNIFER GARNER


PO BOX 12159 0

97309


LEA SPENCER


PO BOX 12159 0

97309


ANITA PECOFF


PO BOX 12159 406

97309


JAMESJACOBSON


PO BOX 12159 0

97309


STAR HOLMBERG


PO BOX 12159 0


 


 


 


 



CITIZENAUDIT.ORG PAGE #0014
Form 990, Part V-A - Current Officers, Directors, Trustees, and Key Employees:


 


(A) Name and address


(B) Title and average

hours per week devoted

to position


(C) Compensation

(If not paid, enter -0-


(D) Cont ributions to

employee benefit

plans deferred


compensation plans


(E) Expense

account and ot her

allowances


 


BELINDA MELENDEZ


 


 


 


 


 


 


 


 


 


97309


 


 


100


 


 


 


PO BOX 12159 IEIOROECTOR 0 0 0

97309


SANDY HUCKLEBERRY


PO BOX 12159 0 0 0

97309


CAMERON MCGINNIS


PO BOX 12159 1,033 0 0

97309


DEBORRA LOW


PO BOX 12159 0 0 0

97309


ROSALIE PEDROZA


PO BOX 12159 IEIOROECTOR 1,845 0 0

97309


RANDY DAVIS


PO BOX 12159 0 0 0

97309


TRISH LUTGEN


PO BOX 12159 IEIOROECTOR 0 0 0

97309


WILLS


PO BOX 12159 9,677 0 0

97309


KAY SCHNEIDER


PO BOX 12159 IEIOROECTOR 0 0 0

97309


bartonlems retlree local reSIdent


pO BOX 12159 p 24,400 3,660 3,818


 


 



CITIZENAUDIT.ORG PAGE #0015
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490048012069]

TY 2007 Activities not Previously Reported Explanation

Name: SEIU Local 503 Oregon PubIIc Employees Unlon


EIN: 93-0323147

Explanation: See attached for change In structure of organization



CITIZENAUDIT.ORG PAGE #0016
 


Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - 


TY 2007 Cash Grants Paid Schedule





Name: SEIU Local 503 Oregon PubIIc Employees UnIon

EIN: 93-0323147


 


 


 


 


 


 


 


 


 


 


 


 


Class of Activity Recipient's name Address Amount Relationship

1125 NW 9TH AVE 404


SCHOLARSHIPS KATE ALLEN OR 97209 750 

860 HILLTOP DR NW


SCHOLARSHIPS RACHAEL BARROWS SALEM, OR 973043124 500 

144 SE DORRIE CT


SCHOLARSHIPS JULIE BLIKSTAD BEND, OR 97702 500 

401 WESTERN LOOP


SCHOLARSHIPS BENJAMIN BODENMILLER TOLEDO, OR 97391 500 

PO BOX 362


SCHOLARSHIPS AMANDA BOICE GOLD BEACH, OR 750 

97444

PO BOX 362


SCHOLARSHIPS JERRY BOICE GOLD BEACH, OR 750 

97444

7606 SE 117TH DR


SCHOLARSHIPS BONNY CHANG PORTLAND, OR 750 

972665951

1709 OREGON AVENUE


SCHOLARSHIPS AMELIA CLAY MEDFORDI OR 97504 500 


 


 


 


 



CITIZENAUDIT.ORG PAGE #0017
 


Class of Activity


Recipient's name


Address


Amount


Relationship


 


SCHOLARSHIPS


LINDY C LAYTON


3201 CAMPUS DR PMB

2363


KLAMATH FALLS, OR

97601


750





 


SCHOLARSHIPS


BRANDON CRAWFORD


173 WILLOW WAY E

MONMOUTH, OR

97361


500





 


SCHOLARSHIPS


DEIDRE CROW ELL


1935 PAINTER ST

KLAMATH FALLS, OR

976011840


750





 


SCHOLARSHIPS


KASIMERA DEHART


704 BIRCH AVE

GROVE, OR

97424


500





 


SCHOLARSHIPS


CAITLIN EASTER


2717 NE 6TH ST

GRESHAM, OR

970305945


500





 


SCHOLARSHIPS


KENDRA GEORGE


2312 NW KELSAY CT

ROSEBURG, OR 97470


500





 


SCHOLARSHIPS


WENDE GLIMPSE


744 DAKOTA AVENUE

MEDFORD, OR 97501


750





 


 


SCHOLARSHIPS


 


DAVIDA GRIMES


 


85919 EDENVALE RD

PLEASANT HILL, OR

974559705


 


500


 





 


 



CITIZENAUDIT.ORG PAGE #0018
 


 


 


 


 


 


 


 


 


 


Class of Activity Recipient's name Address Amount Relationship


6808 SW CAPITOL HWY


SCHOLARSHIPS DONNA HARRIS 8 750 

PORTLAND, OR 97219

1220 S 10TH


SCHOLARSHIPS AMANDA HARTLEY COOS BAY, OR 97420 500 

5516 NE 28TH AVENUE


SCHOLARSHIPS JULIE HAUSER PORTLAND, OR 97211 750 

11395 HELMICK RD


SCHOLARSHIPS TRAVIS HEIDE MONMOUTH, OR 500 

97361

PO BOX 111


SCHOLARSHIPS MIDEON HOFFMAN OBRIEN, OR 500 

975340111

PO BOX 145


SCHOLARSHIPS BENJAMIN HULBURT CLOVERDALE, OR 500 

97112

1636 SE JONATHAN AVE


SCHOLARSHIPS ELIZABETH KEAN DALLAS, OR 97338 750 


SCHOLARSHIPS ALYSSA KOIDA 4727 NE WASCO 750 


 


 


PORTLAND, OR 97213


 


 


 


 



CITIZENAUDIT.ORG PAGE #0019
 


Class of Activity


Recipient's name


Address


Amount


Relationship


 


SCHOLARSHIPS


KAYAN N LAYTO N


PO BOX 44


WALLOWA, OR 97885


500





 


SCHOLARSHIPS


ERIC LEAMING


2924 MICAH CIRCLE

MEDFORD, OR

975045013


750





 


SCHOLARSHIPS


AZALEA LEWIS


1985 MONROE ST

EUGENE, OR

974052440


500





 


SCHOLARSHIPS


MELISSA LINVILLE


5295 SARATOGA

STREET

EUGENE, OR

974053587


750





 


SCHOLARSHIPS


KORTN EY LOOSLI


540 BRUMBACH RD


ROSEBURG, OR 97470


500





 


SCHOLARSHIPS


LADAWN LOW E


PO BOX 33808

PORTLAND, OR

972923808


750





 


SCHOLARSHIPS


RYAN MCGOLDRICK


5330 BERKSHIRE CT SE


SALEM, OR 97306


500





 


 


SCHOLARSHIPS


 


BARBARA PEARCE


 


PO BOX 534

JUNCTION CITY, OR

97448


 


750


 





 


 



CITIZENAUDIT.ORG PAGE #0020
 


Class of Activity


Recipient's name


Address


Amount


Relationship


 


SCHOLARSHIPS


CATHERINE 


8900 SW 80TH AVE

PORTLAND, OR 97223


750





 


SCHOLARSHIPS


CRAIG 


3454 GLEN CREEK RD

NW

SALEM, OR 973042248


750





 


SCHOLARSHIPS


JENNIFER 


3454 GLEN CREEK RD

NW

SALEM, OR 973042248


750





 


SCHOLARSHIPS


JESSICA PRU 


3454 GLEN CREEK RD

NW

SALEM, OR 973042248


750





 


SCHOLARSHIPS


KATELYN RATHELEGU RC HE


1161 NE ROSEWOOD

ST

SUBLIMITY, OR 97385


750





 


SCHOLARSHIPS


JEREMY RAYMAN


1254 ORCHID STREET

ASHLAND, OR

975207326


750





 


SCHOLARSHIPS


ILLAU RA ROSSITER


468 18TH STREET

SPRINGFIELD, OR

97477


500





 


 


SCHOLARSHIPS


 


JENNY SEWARD


 


1490 NW EL DORADO

CT


ROSEBURG, OR

974701825


 


750


 





 


 



CITIZENAUDIT.ORG PAGE #0021
 


 


 


 


 


 


 


 


 


 


Class of Activity Recipient's name Address Amount Relationship


PO BOX 57


SCHOLARSHIPS MITCHELL SHELTON LOSTINEI OR 97857 500 

7165 SW SHADY CT


SCHOLARSHIPS MELISSA SWEET TIGARD, OR 500 

972239145

945 PARKDALE AVE


SCHOLARSHIPS TODERICK MEDFORD, OR 97501 500 

18055 S REDLAND RD


SCHOLARSHIPS JOSEPH VAN DER NAALD OREGON CITY, OR 500 

970458066

207 TERRACE AVE APT 4


SCHOLARSHIPS CHRISTOPHER WAGNER LA GRANDE, OR 97850 750 

85446 TEAGUE LOOP


SCHOLARSHIPS ADRIENNE WISE EUGENE, OR 97405 500 

PO BOX 3242


SCHOLARSHIPS NICOLE LAVELLE EUGENE, OR 97403 750 


SCHOLARSHIPS RICHIE DAY 480 VISA AVE SE 500 


 


 


SALEM, OR 97302


 


 


 


 



CITIZENAUDIT.ORG PAGE #0022
 


 


 


 


 


 


 


 


 


 


Class of Activity Recipient's name Address Amount Relationship

1001 SE 135TH

Donations DAVID DOUGLAS HIGH SCHOOL 50 

AUTO MECH PROGRAM PORTLAND, OR 97233

1800 MASSACHUSETTS

Donatlons SEIU HEALTHCARE SUPPORT AVE NW 1,500 

WASHINGTON, DC

FOR UAN KY-WV

20036

6025 E BURNSIDE

Donat'ons JOBS WITH JUSTICE-PORTLAND PORTLAND, OR 97215 6'000 

310 SW 4TH AVE 436

Donations OREGON FAIR TRADE 2,500 

COMMISSION PORTLAND, OR 97204

20 SE 8TH AVE

Donat'ons KBOO COMMUNITY RADIO PORTLAND, OR 97214 1200 

245 SW BANCROFT ST

Donations ECUMENICAL MINISTRIES OF STE B 1,000 

OREGON PORTLAND, OR 97239

17101 SE ROYER RD

Donamm UNIONS FOR KIDS DAMASCUS, OR 97089 300 ONE

1411 SW MORRISION

Donations ST STE 290 100 


 


ELDERS IN ACTION


 


PORTLAND, OR 97205


 


 


 


 



CITIZENAUDIT.ORG PAGE #0023
 


 


 


 


 


 


 


 


 


 


Class of Activity Recipient's name Address Amount Relationship

3550 WOODWARD ST

Donat'ons NAMI NORTHWEST WALK PORTLAND, OR 97202 500 

415 10TH AVE STE 3

Donations SEIU LOCAL 199 DESATER 503 

RELIEF FUND CORALVILLE, IA 52241

260 SPADINA AVE STE

501

Donat'ons STEPHEN LEWIS FOUNDATION toronto, on m5t2e4 1'503 

CA

1289 UNIVERSITY OF

Donations OREGON 5,000 

LERC STAR FUND EUGENE, OR 97403

PO BOX 40625

Donat'ons BASIC RIGHTS OF OREGON PORTLAND, OR 97240 2'000 

6025 E BURNSIDE

Donat'ons JOBS WITH JUSTICE-PORTLAND PORTLAND, OR 97215 750 

Donations NORTHWEST WORKERS 1,000 

JUSTICE PROJECT 

Donations PO BOX 15287 250 


 


PDX PEACE COALITION


 


PORTLAND, OR 97293


 


 


 


 



CITIZENAUDIT.ORG PAGE #0024
 


 


 


 


 


 


 


Class of Activity Recipient's name Address Amount Relationship

140 SHERIDAN BLVD

Donations . STE 201 5,000 

PROTECT COLORADO S FUTURE DENVER, CO 80226

PO BOX 62

Donat'ons UNITED FARM WORKERS KEENE, CA 93531 300 ONE

PO BOX 40085

Donatlons  AND JUSTICE ACTION PORTLAND, OR 97240 5,000 

3218 PRINGLE RD SE

Donatlons OREGON COMMISSION FOR 270 500 

WOMEN SALEM, OR 97302

660 MISSION ST

Donatlons To REBUILD SAN san CA 5,000 


 


FRANCISCO GENERAL

HOSPITAL


 


94105


 


 


 


 



CITIZENAUDIT.ORG PAGE #0025
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490048012069]


TY 2007 Depreciation and Depletion Schedule


Name: SEIU Local 503 Oregon PubIIc Employees Unlon

EIN: 93-0323147


 


 


 


 


 


Asset Amount

BUILDING 14,434

BUILDING IMPROVEMENTS 153,282

COMPUTERS AND SOFTWARE 149,126

Furniture and EqUIpment 128,413


 


 


 


 



CITIZENAUDIT.ORG PAGE #0026
 


Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93490048012069]


TY 2007 Gain/Loss from Sale of Public Securities Schedule


Name: SEIU Local 503 Oregon PubIIc Employees Unlon

EIN: 93-0323147


Gross Sales Price: 1,451,934

Basis: 1,425,569

Sales Expenses: 0


Total (net): 26,365



CITIZENAUDIT.ORG PAGE #0027
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - 





TY 2007 General Explanation Attachment


Name: SEIU Local 503 Oregon Public Employees Union


 


 


 


 


 


EIN: 93- 0323147

. . Return .

Identifier Reference Explanation

SEIU local 503 oregon public employees union is a labor union and is speCIfically exemptf romthe

lobbying Part VI, Line

reqUIrement to report lobbying expenses to the membership as a nondeductible portion of their dues, per rev

expenses 85A proc 9849


 


 



CITIZENAUDIT.ORG PAGE #0028
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - 


TY 2007 Investments - Securities Schedule





Name: SEIU Local 503 Oregon PubIIc Employees UnIon


EIN: 93- 0323147


 


Description


Book Value





 


morgan Stanley account


 


 


1,716,550


 


 


 



CITIZENAUDIT.ORG PAGE #0029
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490048012069]


TY 2007 Land etc. Schedule


Name: SEIU Local 503 Oregon PubIIc Employees UnIon

EIN: 93-0323147


 


 


 


 


 


 


 


Category/Item Cost/Other Basis Accumulated Depreciation Book Value

LAND 474,900 474,900

BUILDING 429,537 259,039 170,498

BUILDING IMPROVEMENTS 4,214,615 1,093,571 3,121,044

COMPUTERS AND SOFTWARE 1,074,239 880,201 194,038

Furniture and Equnpment 1,177,446 623,577 553,869

Construction In Process 6,155 6,155


 


 


 


 


 


 



CITIZENAUDIT.ORG PAGE #0030
 


Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93490048012069]


TY 2007 Other Assets Schedule


Name: SEIU Local 503 Oregon PubIIc Employees Unlon

EIN: 93-0323147


 


Description Beginning of Year Amount End of Year Amount

AGENCY CASH ACCOUNTS HELD IN TRUST 1,353,242 744,406


 


 


 


 


 


 



CITIZENAUDIT.ORG PAGE #0031
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490048012069]


TY 2007 Other Changes in Net Assets Schedule


Name: SEIU Local 503 Oregon PubIIc Employees Unlon

EIN: 93-0323147


 


Description Amount


 


Unrealized GL on Investments 528,149


 


 


 


 



CITIZENAUDIT.ORG PAGE #0032
 


Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93490048012069]


TY 2007 Other Liabilities Schedule


Name: SEIU Local 503 Oregon PubIIc Employees Unlon

EIN: 93-0323147


 


Description Beginning of Year Amount End of Year Amount

Agency Accounts 1,353,242 744,406


 


 


 


 


 


 



CITIZENAUDIT.ORG PAGE #0033
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490048012069]


TY 2007 Payments to Affiliates Schedule


Name: SEIU Local 503 Oregon PubIIc Employees UnIon

EIN: 93-0323147


 


Na me Address A mount Purpose


 


SERVICE EMPLOYEES INTERNATIONAL UNION 1800 Massachusetts Ave NW


Washington,DC 20036 4928783 DUES


 


 


 


 


 


 


SEIU Oregon State 20:3;536 168,224 DUES

Linn-Benton Lincoln Labor gliinifglitgizzj- 198 DUES

SoutheastOregon LaborCounCIl 97601 394 dUEs

southern oregon labor :gnstearl :fli'tfy'colwisoz 1,425 dUEs

labor counCII 2319333091940 4266 dUEs

centraloregon labor PO box 384 252 dUEs


 


 


 


bend, OR 97709


 


 


 



CITIZENAUDIT.ORG PAGE #0034
SEI U LOCAL 503, OREGON PUBLIC EMPLOYEES UNION CONSTITUTION

ARTICLEI - NAME


The name of this organization shall be the Service Employees International Union Local

503, Oregon Public Employees Union, hereinafter referred to as the "Union."


ARTI CLE I  PURPOSE


The Union is a labor organization established to represent and work for the benefit of

employees on matters of employment relations, through collective bargaining and

collective bargaining contract administration; through pursuit of merit system remedies

and other remedies of law and rule; binding arbitration, worksite activities, political

organizing and self-help activities, through active initiation or support of legislation and

ballot measures beneficial to such employees; through active opposition to legislation

and ballot measures detrimental to the interests of such employees; and through

providing services and benefits for the common good, in a manner compatible with the

public interest.


ARTICLE - HEADQUARTERS


The principal office of the Union, hereinafter referred to as "Headquarters," is located in

Salem, Oregon.


ARTICLE IV - MEMBERSHI P


Section 1. The Union has five (5) types of membership: active, semi-active, associate,

retired, and staff. Subject to approval by the Board of Directors, eligibility for

continuing membership may be extended to former active members who separate from

employment in a bargaining unit and to former staff members who separate from

employment with the Union.


Section 2. Active Membership.


Active membership in the Union is open to employees excluding the

following:


(1) Persons who are or would be excluded from bargaining units as supervisory

or confidential employees.


(2) Persons in bargaining units in which the SEI U Local 503, Oregon Public

Employees Union is not the certified or recognized bargaining representative or persons

in bargaining units represented by a labor organization not affiliated with the SEI U Local


-1-



CITIZENAUDIT.ORG PAGE #0035
503, Oregon Public Employees Union other than members in bargaining units currently

being organized.


Active membership status shall continue during the period of time that an

employee is on authorized leave or for the first ninety (90) days of layoff status.


Section 3. Semi-Active Membership. Semi-active membership is limited to those

seasonal employees who are on layoff status.


Section 4. Associate Membership. Associate membership in the Union is open to those

persons excluded from active membership in Section 2, Active Membership, subsection

and (2) of this Article, SEIU Local 503, OPEU staff members, or union members

in affiliated labor organizations.


Section 5. Retiree Membership. Retiree membership is limited to persons who, while

employed, were active or associate members of SEI U or predecessor organization.


Section 6. Staff Membership. Staff membership is open to staff of the SEI U Local 503,

Oregon Public Employees Union. (See Bylaws, Article II, MEMBERSHIP, Section 5, Staff

Membership).


ARTICLE V - LOCALS

Section 1. The basic membership group is the "local."

Section 2. Locals shall be established in accordance with the following procedure:


Each state agency, each non-state bargaining unit represented by SEI U Local

503, OPEU, or subsection of an agency as determined by the Board of Directors, shall

constitute one statewide local whose membership shall be comprised of every active

and semi-active member of the Union employed in that state agency, bargaining unit or

subsection.


Special chapters for retired people may be established by a petition to the

retiree local for fifteen (15) or more retired members.


A regular local may also be formed by affiliation of an existing employee

organization with this Union. Affiliation shall be pursuant to an affiliation agreement

between the organization and the Union approved by the Board and signed by the

President and Secretary-Treasurer of the Union. The affiliation agreement shall

provide, in addition to other necessary provisions, that upon payment of Union dues

and acceptance of the Union Constitution and Bylaws and other obligations of Union

membership by the various members of the organization qualifying for active




A,



CITIZENAUDIT.ORG PAGE #0036
membership in the Union, such members shall be entitled to all the rights of, and shall

be, active members of the Union and the organization shall be entitled to all the rights

and subject to all the obligations of, and shall be a regular local of the Union.


When one of the foregoing conditions is met, the Board will issue a charter.


Section 3. Each local shall file with Headquarters a duly authenticated copy of the

local's provisions for self-government and any subsequent amendments thereto. A

local's provisions for self-government may not conflict with the Constitution or Bylaws of

the Union or the enactments of the General Council. To the extent that any such local

provision is in conflict, it is void.


Section 4. If a local becomes inactive, or if a local's charter is revoked, all unobligated

monies of the local shall revert to the treasury of the Union. If an inactive local has not

been reactivated within two (2) years, said monies shall be placed in the General Fund

account of the Union. Unobligated monies of a local whose charter has been revoked

shall be placed in the General Fund account of the Union upon receipt.


Section 5. The dues paid by Union members are Union monies whether for the use

specifically of the Union or of the local. If a local chooses to affiliate with any other

labor organization, the funds in its treasury that were derived from such Union dues

shall belong solely to the Union for its use and shall be turned over to the Union by

such local upon affiliation of the local with the other labor organization.


Section 6. The charter of any local not meeting conditions of Article V, LOCALS, Section

2, of the Constitution may be revoked only by a two-thirds vote of the Board of

Directors.


ARTICLE VI - BOARD OF DI RECTORS


Section 1. The Board of Directors of the Union, hereinafter referred to as the Board,

consists of the Statewide Officers, Directors, and the President of Retiree Local 001, and

in his/her absence, the \ce President of the Retiree Local 001.


Section 2. The Statewide Officers of the Union are: President, Immediate Past

President, Vice President, Secretary-Treasurer, and Executive Director.


Section 3. The Statewide Officers, except the Immediate Past President, are elected by

the membership statewide. The President becomes the Immediate Past President upon

installation of a successor.



CITIZENAUDIT.ORG PAGE #0037
Section 4. The Directors are elected six (6) months prior to each regular session of the

General Council.


Section 5. The term of office for the Board shall begin with installation at a regular

session of the General Council, and shall end with the installation ceremony held at the

next regular session of the General Council.


Section 6. A member can serve as the President for only two (2) consecutive two 

year terms or a major portion thereof in any five (5)-year period.


Section 7. A member can serve as the Vice President, or the Secretary-Treasurer, or a

Director for only two (2) terms in any six (6)-year period.


Section 8. Local Officers, Directors, Assistant Directors, Statewide Officers, and voting

delegates to General Council other than delegates from the Retired Local, and the

person in the Retiree Local Board position, shall be active members of the Union.


ARTI CLE - GOVERNMENT


Section 1. The General Council is the supreme governing body of the Union and shall

meet in regular session every even-numbered year.


Section 2. The Board is the governing body of the Union between sessions of General

Council.


Section 3. The Executive Committee of the Board is the governing body between

meetings of the Board.


ARTICLE VI l l - ADMINISTRATION

Section 1. The administration of the affairs of the Union is vested in the Board.


Section 2. The Executive Director is the chief administrative officer of the Union. The

Executive Director is authorized to employ such staff as may be required to administer

the affairs of the Union, subject to the financial ability of the Union.


Section 3. Every person who holds any office in the Union and every employee of the

Union (other than an employee performing exclusively clerical or custodial services)

shall file a report at Headquarters within sixty (60) days of the beginning of the fiscal

year listing and describing, for the one (1)-year period beginning October 1, of the

previous year:



CITIZENAUDIT.ORG PAGE #0038
All stocks, bonds, securities, accounts receivable, or other interests held

directly or indirectly by such person or employee or his or her spouse or minor child in

any company doing business with the Union and any income or other benefit with

monetary value derived directly or indirectly by such person or employee or his or her

spouse or minor child from any company doing business with the Union.


All bonds, securities, or other interests which such person or employee or his

or her spouse or minor child directly or indirectly held in, and any income or other

benefit of monetary value which such person or employee or his or her spouse or minor

child derived directly or indirectly from, any governmental agency whose employees the

Union represents or seeks to represent, except payments and benefits received as an

employee of such governmental agency, unemployment compensation, workers

compensation, and other benefits to which such person or Union employee is entitled

by law.


(0) Any financial transaction in which such person or employee or his or her

spouse or minor child engaged, directly or indirectly, with a governmental agency

whose employees the Union represents or seeks to represent, other than financial

aspects of those relationships exempted in subsection of this Section.


Stocks, bonds, securities, and interests registered under the Securities Exchange Act of

1934, the Investment Company Act of 1940, or the Public Utility Holding Company Act

of 1935, need not be listed. The form for use in filing the reports shall be furnished by

Headquarters to each such Officeholder and employee in September of each year.


Section 4. Members of the negotiating team are the Executive Director, or designee,

the members chosen to sit at the bargaining table, and the staff assigned to sit at the

bargaining table. Responsibility for presentation to the Union's negotiating team of

demands, proposals, and other material to be considered in collective bargaining

contract negotiations lies with the active membership. Once negotiations have

commenced, authority to make decisions at the bargaining table on behalf of the Union

and the employees it represents, whether decisions to submit a proposal, change a

proposal, withdraw a proposal, accept a counterproposal, or otherwise, shall lie with the

negotiating team in accordance with what reasonably appears at the time to be in the

best interests of the Union and the employees it represents.


Section 5. Unless otherwise required by law or unless otherwise agreed at the

bargaining table, ratification of any contract may be limited to voting only by active

members of the Union and may be conducted by either a printed secret ballot sent or

delivered to active members in the bargaining unit or by vote of the active members at

a membership meeting after reasonable advance notice specifying the date, time, place,

and purpose of the meeting. The method of ratification to be used in any particular

situation shall be determined by majority vote of the negotiating team.


-5-



CITIZENAUDIT.ORG PAGE #0039
Section 6. As used in the Union's Constitution and Bylaws, "secret ballot" means the

expression by ballot, voting machine, or otherwise, but in no event by proxy, of a

choice with respect to any election or vote taken upon any matter, which is cast in such

manner that the person expressing such choice cannot be identified with the choice

expressed.


ARTICLE IX - LIMITATIONS


Section 1. No member or body of the Union shall take any action, which is incompatible

with the purpose of the Union.


Section 2. No member or body of the Union shall take any action, which is in conflict

with the expressed or implied powers conferred by this Constitution and Bylaws. To the

extent that any such action is in conflict, it is void.


Section 3. No member or body of the Union shall publish, unless approval is first

obtained from the General Council or from the Board, any recommendation declaring or

implying the endorsement of such recommendation by the Union and which is in

conflict with the position of the Union in the following matters:


Ballot measures.


Political candidates.


Legislation.


Wage and salary plans.


Retirement and other non-salary compensation.


Employee Representation.


State merit system and personnel rules.

Section 4. No member or body of the Union shall solicit funds or enter into any

contract or other arrangement regarding goods, property, or services in the name of

the Union, or in such a manner as to imply endorsement by the Union, unless approved

by the General Council or by the Board. This limitation shall not apply, however, to

activities with a strictly social or administrative purpose.

Section 5. The total annual budget of the Union as approved by the General Council, or


the Board in odd numbered years, shall not be exceeded, except by authority of the

Board or General Council.






CITIZENAUDIT.ORG PAGE #0040
Section 6. The Union is politically non-partisan.


Section 7. It is the intent of this Union that the Unions Constitution and Bylaws

conform to the standards of the LaborManagement Reporting and Disclosure Act of

1959. In all situations of membership rights, elections, accounting and disclosure,

officer conduct, retention of records, bonding, financial relationships of officeholders

and employees, and other labor organization areas covered by that Act, where the

Constitution or Bylaws do not specify otherwise, the requirements of that Act, to the

extent properly applied to public sector employee representation, shall be followed as

the standards for this Union.


Section 8. There shall be established a Local Funds Account into which shall be

deposited all local rebates for those locals participating in the Central Ledger Accounting

System authorized in the Union Bylaws. This account shall remain separate and distinct

from all other accounts maintained by the Union. Headquarters shall invest these local

funds in interest-bearing accounts which will maximize return and safety; however no

member, officer, employee, or body of the Union other than the General Council may

divert or spend funds deposited in a particular local's account without the approval of

that specific local.


ARTICLE X- AMENDMENT


Section 1. Amendment of the Constitution may be made in either of the following

ways:


By two-thirds vote of the General Council in regular session.


By initiative petition either signed by 20 percent of the total active

membership of the Union, endorsed in writing by 30 percent of the regular

locals, or endorsed by the Board. Said petition shall be forwarded to Headquarters.

Within thirty (30) days after receipt at Headquarters and upon verification of the

signatures on the petition, the proposed amendment shall be transmitted to the regular

locals for approval. The proposed amendment must be approved by a majority of the

regular locals within one hundred and twenty (120) days from the date the proposed

amendment is transmitted from Headquarters to the regular locals; said amendment

shall become effective on the date the last requisite regular locals approval is received

in writing at Headquarters.


END OF CONSTITUTION


1/09



CITIZENAUDIT.ORG PAGE #0041
SEI U LOCAL 503, OREGON PUBLIC EMPLOYEES UNION BYLAWS

ARTICLEI - GENERAL

Section 1. General and Financial Union Information.


Between November 1 and December 1 of each year the President and

Secretary-Treasurer of the Union shall sign and file at Headquarters a statement

showing:


(1) The name of the Union.


(2) The mailing address and street address of the Union's principal office.


(3) The address where the Union maintains its official records.


(4) The name and title of each Statewide Officer, Director, Assistant

Director, and Local Officer.


(5) The amount of dues and any other periodic payments required to

maintain membership in the Union.


(6) A statement showing (to the extent not otherwise set forth in the

Union's Constitution and Bylaws):


a. Qualificationsfor and restrictions on membership.


b. Procedure for levying any assessment.


0. Insurance and other benefit plans available to members.


d. Authorization for disbursement of funds of the Union.


e. The person or firms which have audited any financial

transactions of the Union in the last five (5) years and where the

audit report can be inspected.


f. Procedures for the calling of regular and special meetings.


9. Procedures for the selection of officers at all levels of the Union


and Union Stewards, and a specific statement indicating how each

such person was elected, appointed, or otherwise selected.


-1-



CITIZENAUDIT.ORG PAGE #0042
h. Procedures for discipline or removal of officeholders, employees,

or agents of the Union for breaches of their trust.


i. Procedures for imposition of fines, suspensions, and expulsion of

members, including the grounds for such action and provisions for

notice, hearing, judgment on the evidence, and appeal.


j. Procedures for obtaining authorization for bargaining demands.

k. Procedures for ratification of contract terms.

I. Procedures for obtaining authorization for strikes.


The President and Secretary-Treasurer of the Union shall annually sign and

file at Headquarters a financial report containing the following information in

such detail as may be necessary accurately to disclose the Union's financial

condition and operations for the preceding fiscal year:


(1) Assets and liabilities at the beginning and end of the fiscal year.

(2) Receipts of any kind and the sources thereof.


(3) Salary, allowances, and other direct or indirect disbursements

(including reimbursed expenses) to each Officeholder and each employee.


(4) Direct and indirect loans to any business enterprise, together with a

statement of the purpose, authorization, security if any, and arrangements

for repayment.


(5) Other disbursements made by the Union and the purpose of such

disbursements.


The Union shall make the statement and report described in subsections 

and of this Section available at headquarters for inspection at any time

during normal business hours by any active or retired member of the Union. The

Union shall also, subject to reasonable limitations as to notice and specific time

of inspection as may be necessary to prevent interference with regular staff

duties and subject to limitations necessary for the protection of its books,

records, and accounts, permit any such member for just cause to examine any

books, records, or accounts necessary to verify the statement described in

paragraph or the report described in paragraph 



CITIZENAUDIT.ORG PAGE #0043
Section 2. Every Local President, Local Secretary, and Local Treasurer, the Union

President, the Union Secretary-Treasurer, and the Executive Director of the Union shall

maintain records on the matters required to be reported under Section 1, General and

Financial Union Information, of this Article which will provide in sufficient detail the

necessary basic information and data from which the statement and report described in

subsections and of Section 1, General and Financial Union Information, of this

Article may be verified, explained, or clarified, and checked for accuracy and

completeness, and shall include vouchers, work sheets, receipts, and applicable

resolutions, and shall keep such records available for examination for a period of not

less than five (5) years after the filing of the documents described in subsections 

and of Section 1, General and Financial Union Information, of this Article.


Section 3. Nothing contained in the Constitution and Bylaws of the Union shall be

construed to require an attorney who is a member in good standing of the Oregon

State Bar to include in any report or statement required to be filed pursuant to the

Constitution or Bylaws, or to disclose to any officeholder, agent, or employee of the

Union, any information which was lawfully communicated to such attorney by any client

of the attorney in the course of a legitimate attorney-client relationship.


Section 4. It shall be the duty of the Executive Director of the Union to forward a copy

of each collective bargaining agreement made by the Union with any governmental

agency to any employee of such agency who requests such a copy and whose rights as

such employee are directly affected by such agreement. The Executive Director shall

maintain, at Headquarters, copies of any such agreement made or received by the

Union which shall be available for inspection by any employee whose rights are affected

by such agreement.


Section 5. Fiduciary responsibility of officeholders, employees, agents, Union Stewards,

and other Union representatives:


The officeholders, employees, agents, Union Stewards, and other

representatives of the Union occupy positions of trust in relation to the Union

and its members as a group. Accordingly, it is the duty of each such person,

taking into account the special problems and functions of the Union as a labor

organization, to hold its money and property solely for the benefit of the Union

and its members and to manage, invest, and expend the same in accordance

with its Constitution and Bylaws, any applicable resolutions of the Board adopted

pursuant to powers granted by the Constitution and Bylaws, any applicable and

authorized resolutions of the locals; to refrain from dealing with the Union as an

adverse party or in behalf of an adverse party in any manner connected with

such person's duties, and from holding or acquiring any pecuniary or personal

interest which conflicts with the interests of the Union; and to account to the

Union for any profit received by such person in whatever capacity in connection






CITIZENAUDIT.ORG PAGE #0044
with transactions conducted by such person or under his or her direction on

behalf of the Union.


Whenever any officeholder, employee, agent, Union Steward, or other

representative of the Union violates the obligations declared in subsection of

this Section, the Board shall bring action or suit, or recover damages, or secure

an accounting or other appropriate relief, within a reasonable time, for the

benefit of the Union to obtain redress for the violation of such obligations.


Embezzlement from the Union, stealing of money or property from the Union,

or unlawful and willful conversion of any money or property of the Union, shall

be cause for expulsion from the Union.


Section 6. No loan, directly or indirectly, of money or property of the Union shall be

made to any officeholder, employee, agent, Union Steward, or other representative of

the Union. However, this Section shall not prevent use by an employee of an

automobile, leased by the Union, for the employee's reasonable private use where the

automobile is used primarily for Union business and the lease-use arrangement results

in a net benefit to the Union.


Section 7. Willful violation of any provision of the Union Constitution and Bylaws shall

be cause for removal from any office held and the member will be restricted from

running for any steward or officer position for two years, subject to the provisions of

Article XVII of the SEI U International Constitution and Bylaws.


Section 8. Any person who makes a false statement or representation of a material

fact, knowing it to be false, or who knowingly fails to disclose a material fact, in any

document, report, or other information required under the provisions of the Union's

Constitution or Bylaws, or who willfully makes a false entry in or willfully conceals,

withholds, or destroys any books, records, reports, or statements required to be kept by

any provision of the Constitution or Bylaws, shall be expelled from the Union.


Section 9. The following shall apply to officers elected after September 2008.


Holders of office in locals may be removed from office, as provided

for in the involved local's constitution and bylaws. If no provisions or

procedures exist in the involved local's constitution and bylaws, such

officers may be removed from office as provided for under the

procedure established in subsection for the removal of other office

holders.


Statewide Officers, and holders of all other offices at any level of

the Union, may be removed from office by a simple majority vote of the






CITIZENAUDIT.ORG PAGE #0045
membership eligible to vote for that office and voting. Balloting will

occur when called for by initiative petitions bearing signatures of 10

percent 10% of the membership eligible to vote for the office in

question as described herein.


(1) To initiate the office holder recall process, the proponent(s)

of a proposed recall shall submit a written notice of intent to the

chairperson of the Member Representation Committee. The date

of this submission shall be the recall initiation date.


(2) To be counted toward satisfaction of the ten percent recall

election threshold, recall petition signatures must be gathered

within the one hundred eighty (180) days immediately following

the recall initiation date; each signature must be dated by the

signer at the time of signing; and the signer must have been a

member of the Union eligible to vote for the office in question on

the date of signing.


(3) Petitions may be delivered to the chairperson of the Member

Representation Committee at any time within the one hundred

eighty (180) days immediately following the recall initiation

date, but no more than seven (7) days after the expiration of that

one hundred eighty (180) days.


(4) Upon receipt of such petitions, the chairperson of the Member

Representation Committee, together with the members of the

Committee, shall determine the validity of membership within

fifteen (15) days of their presentation.


(5) For the purpose of determining whether the number of valid

signatures satisfies the ten percent recall election threshold, the

number of members eligible to vote for the office in question

shall be the number of members who were eligible to vote for the

office in question on the recall initiation date.


For a local officer recall, results of the petitions shall be sent to the

local involved. For all other recalls, the results will be sent to the

Board. If the threshold has been met, the appropriate governing body

shall order an election to be held, within thirty (30) days after the

Member Representation Committee determinesthat the requirements

of subsection have been fulfilled. Elections shall be conducted in

accordance with Bylaws Article I l l GENERAL ELECTION

and/or Article IV, LOCAL and/ or Article


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CITIZENAUDIT.ORG PAGE #0046
V, DIRECTOR AND ASSISTANT DIRECTOR and/or Article

VI, STATEWIDE OFFICER ELECTIONS. After validation, the chairperson

of the Member Representation Committee will transmit ballots to the

membership for a vote. Ballots will be returned to the Member

Representation Committee for tabulation. Results by local will be

published in the next issue of the 503 VOICE. Where the majority vote

is for removal, it shall be effective upon completion of tabulation and

the officeholder shall be formally notified by the Board or its designee.


Recall petition campaigns and election campaigns shall be

conducted in accordance with Article GENERAL ELECTION

REQUIREMENTS Section 7 7 and 7 such that no union or

employer funds shall be used to promote such campaigns, and all

members shall have the right to support and or participate in such

campaigns without being subject to any penalty, discipline or other

improper interference or reprisal.


Section 10. A person whose membership has been revoked may be reinstated by a

three-fourths vote of the Board after six (6) months from the date of revocation.


Section 11. In the representation of represented employees on grievances, disciplinary

actions, or any other claims, or complaints, the Union retains the right to refuse to file

or pursue any such matter at the Employment Relations Board, at arbitration, or in the

courts if, in the judgment of the Union, the merits of the case justify such a decision.


ARTICLE II - MEMBERSHIP

Section 1. Active Membership.


Every active member has all rights of Union membership and has equal rights

and privileges within the Union. These rights include, but are not limited to, the

right to nominate candidates, to vote in elections or referendums of the Union, to

hold office at all levels of the Union, to attend membership meetings, and to

participate in the deliberations and voting upon the business of such meetings,

subject to reasonable rules and regulations of the Union for the conduct of such

meetings.


Every active member of the Union has the right to meet and assemble freely

with other active or retired members; to express any views, arguments, or

opinions; and to express at meetings of the Union such member's views upon

candidates in an election of the Union or upon any business properly before the

meeting, subject to the Union's established and reasonable rules pertaining to






CITIZENAUDIT.ORG PAGE #0047
the conduct of meetings. However, nothing in subsection or of this

Section shall be construed to impair the right of the Union to adopt and enforce

reasonable rules as to the responsibility of every member toward the Union as an

institution and to such member's refraining from conduct that would interfere

with the Union's performance of its legal or contractual obligations.


A member's right to attend meetings shall not be limited to those of his/her

local, the Board or its committees, but shall apply to meetings of any local

although the member's right to vote at such meeting shall be governed by the

established policies of such meeting group. The visiting member should be

identified as a guest.


Locals and the Board will still be allowed to go into Executive Session for

cause.


Section 2. Semi-Active Membership. A semi-active member may hold any office,

provided that they remain members in good standing and pay dues at the associate

member rate while in semi-active status. Semi-active members shall receive all general

publications sent to active members.


Section 3. Associate Membership. An associate member of the Union may not vote,

may not nominate candidates, may not hold any office in the Union, may not attend or

speak at membership meetings of the Union except by invitation of the officer or

officers in charge of the meeting, may not participate in deliberations on Union

business.


Section 4. Retiree Membership.


Except as provided in the Constitution, retired members belonging to the

Retiree Local have all the rights of Union membership except those rights

excluded herein, and that the President of the Retiree Local 001, or in his/her

absence, the Vice President of the Retiree Local 001, shall have voting rights as a

member of the Board. Delegates to General Council shall have the same voting

rights as other General Council delegates.


Notwithstanding the provisions of subsection of this Section, no retired

member, including any retired Past President, who immediately prior to

retirement was prohibited from being an active member, under Section 2, Active

Membership, of Article IV, MEMBERSHIP, of the Constitution, shall have any

membership rights other than the right to participate in programs made

especially available for retired persons, the right to meet and assemble with

other retired members for the purpose of dealing with matters or concerns

relating only to retired members, and the right to express views and vote at such


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CITIZENAUDIT.ORG PAGE #0048
meetings on such matters or concerns. Exceptions to this policy may be granted

to former active members of the Union who spent the majority of their

employment in the bargaining unit. This action requires a unanimous vote of the

Board. A retired person granted this exception by the Board has the same

membership rights as other retired members who retired in active member

status. This action may be revoked by a majority vote of the Board.


All retired members are placed in one statewide Retiree Local under a

statewide, elected Retiree Members Council of the SEIU Local 503, OPEU. Said

Council's policies to be in accord with SEIU Local 503, OPEU Constitution and

Bylaws, Administrative Policies and Procedures, and approved by the Board; and

that the retired members shall form a sub-unit called a Chapter. They shall do

so by petitioning the Retiree Member Council. The Retiree Member Council shall

have approval over Constitution and Bylaws of the Chapter. Any action by the

Retiree Member Council may be appealed to the Board, and their argument may

be presented at a regularly scheduled Board of Directors meeting.


The Retiree Member Council will consist of: Chapter directors elected from

the Chapters; a President, \ce President, and Secretary-Treasurer, each elected

at large within the local; the President of the Union or designee as an ex-officio

member.


(1) Terms of each office will be for a two (2)-year period.


Section 5. Staff Membership. A staff member of the SEIU Local 503, OPEU has

membership rights, which include:


Submitting resolutions to General Council, voting on dues increases and other

union governance issues, including economic and social policy positions, but not

on issues specific to bargaining units.


Being an SEIU Local 503, OPEU representative, with full voting rights on all

issues, to any labor board, conference, convention, or other function, if elected

by the membership or designated to do so by the Board.


Nominating candidates and voting in statewide Union elections.

Running for the office of Executive Director.


Section 6. All active members of the Union shall belong to a local. An active

member may hold membership in more than one local at a given time, if

employed by more than one employer with SEI U Local 503, OPEU bargaining

unit members. In such cases, the member holds full membership rights in






CITIZENAUDIT.ORG PAGE #0049
each of the locals where they have membership, but may only have one vote

in statewide issues. In order to be able to cast one vote for industry

representation in the statewide Board election, a dual local member shall

have a primary industry seat determined by where the longest membership

status exists. For purposes of this Article, "statewide" shall also include one

representational vote at such events as General Council, bargaining

conferences, SEI U conventions, etc.


Section 7. Membership is contingent upon payment of dues as provided in these

Bylaws.


ARTICLE - GENERAL ELECTION REQUIREMENTS


Section 1. All Union officers and alternates, including Local, and Statewide Officers,

Assistant Directors, General Council delegates, and delegates to any international,

national, or intermediary labor council or conference where the delegate will be given

the authority to elect officers of that body, shall be elected by secret ballot. Certain

officers will fill convention delegate slots as part of the duties of the position to which

they are elected. (See Article X, DUTIES OF OFFICERS.)


Section 2. Election of Alternates. In all delegate elections, the formula of a minimum

of one (1) alternate for each two (2) delegates shall be followed. If an elected delegate

or alternate cannot serve/attend the function to which they were elected, then the

candidate with the next highest number of votes shall become the delegate. If there

are no other candidates/alternates who ran in the same election, then the members

shall be notified of a special election to fill the position. In such instances where a

special election is necessary, the election could be called with a fifteen (15)-day notice

to the members via worksite notices and election would be an onsite type election

(ballot box/ absentee ballots).


Section 3. In all statewide, and local elections for SEI U Local 503, OPEU or

SEI U delegates, alternates shall be elected. Eligible voters are active

members and semi-active members in good standing and eligible to vote in a

particular election according to sections of these Bylaws detailing specific

elections or staff members eligible to vote pursuant to Article II,

MEMBERSHIP, Section 5, Staff Membership, of these Bylaws. Retired

members in good standing with the Retiree Member Council and who were

active members immediately before joining the Retiree Local, or had their

active status reinstated by the Board in accordance with Article I l,

MEMBERSHIP, Section 4, Retiree Membership, of the SEI U Local 503, OPEU

Bylaws, are eligible to vote in elections for officers of the Retiree Local and in

Statewide Officer elections.



CITIZENAUDIT.ORG PAGE #0050
Section 4. All eligible voters in good standing may nominate candidates, be a

candidate, and hold office subject to the restrictions in Section 3.


Section 5. A notice that nominations are open shall be distributed to all eligible voting

members. The notice shall provide adequate time and opportunity for names to be

placed in nomination and shall include, but not be limited to, the office(s) to be filled,

duties of the office(s) or reference to where a description may be found, proper form

for submitting nominations, and the date(s), time(s), and place(s) nominations will be

accepted.


Section 6. A notice of election shall be mailed to each member at his/her last known

address at least fifteen (15) days prior to election. The notice shall include, but not be

limited to the date(s), time(s), and place(s) of the election, and the manner in which

the ballots will be cast. There will be no proxy voting. It is the responsibility of the

Union President to secure the integrity and accuracy of the secret ballot.


Section 7. Certain campaign rules, candidate rights, and limitations will apply at all

levels.


No Union funds derived from dues, assessments, or other levies may be used

to promote any person's candidacy. No employer may make contributions of

cash or anything of value, either directly or indirectly, to promote any person's

candidacy. And, no employee of the Union shall give or lend any money, goods,

or services to aid the candidacy of any person seeking election to an office at

any level of the Union.


Except as otherwise provided in these Bylaws, every member shall have the

right to vote or otherwise support the candidates of such members choice

without being subject to any penalty, discipline, improper interference or reprisal

of any kind by the Union or any member, employee, agent or representative.


(0) Staff who are members of SEIU Local 503, OPEU, will be deemed to be in

compliance with and above if their activities regarding campaigns do not

occur during regular working hours or during any other hours in which staff are

assigned to, or working on, union business of any kind.


The Union will honor and comply with all reasonable requests by candidates

to distribute campaign literature to eligible voters at the candidates personal

expense. All candidates will receive equal privileges and opportunities to avail

themselves of this service.


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CITIZENAUDIT.ORG PAGE #0051
Every candidate shall have the right, once within thirty (30) days prior to the

election, to inspect a list containing the names and addresses of all Union

members eligible to vote in that election.


Candidates may be allowed to publicize their candidacy in Union newspapers

or at membership meetings, provided equal access and opportunity are afforded

all candidates and they are so notified in advance.


Union funds may be used for notices of elections, factual statements related

to the elections but not promoting one candidate over another, and for other

expenses necessary for holding an election.


Candidates shall be allowed to have observers at each polling place and at all

phases of the counting and tallying of the ballots. If a mail ballot is used,

candidates shall be permitted to have an observer present while ballots are

prepared and mailed and when ballots are received, opened, and counted.


The Union shall, through written Board policies, take adequate safeguards to

insure fair elections at all levels of the Union.


Section 8. Except for ballots in Statewide Officer elections (see Article VI, STATEWI DE

OFFICER ELECTIONS, Section 4 all ballots shall be counted by an Bections

Committee appointed by the presiding officer of the electing body and the results

certified by the members of the Sections Committee of the electing body. In statewide

Union elections, results are certified by the Sections Committee and the Secretary-

Treasurer of the Union. The certified election results along with the securely packaged

ballots shall be forwarded to the Secretary-Treasurer of the Union, or designee, within

fifteen (15) days following the election. The Union Secretary-Treasurer, or designee,

shall insure timely publication of the election results. All ballots, envelopes, tally sheets,

and related election materials shall be secured and kept for one (1) year.


Section 9. A challenge of an election must be filed within fifteen (15) days after the

election results have been published. Challenges may be filed only by persons eligible

to vote in the election. The challenge shall be presented in writing to the chair of the

Member Representation Committee and must be signed by the challenger(s). The

President shall place the challenge on the agenda of the next regular Board Meeting.

Additional hearings may be scheduled with notice of time and place provided to

challengers and opponents of the challenge. The burden of showing cause for setting

aside the election is on the challenging parties. The Board shall issue a written

statement of its findings and direct the Union Secretary-Treasurer to certify the election

or order a new election. The Board shall render its decision no later than three (3)

months following the original election. Challenged elections shall be considered valid

until declared otherwise by the Board. If the election of a Board member is challenged,


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CITIZENAUDIT.ORG PAGE #0052
that Board member shall not participate in the deliberations or decisions of the Board.

The challenged member may speak in opposition to the challenge.


Section 10. Every active member and every retired member under subsection of

Section 4, Retiree Membership, of Article II, MEMBERSHIP, of these Bylaws, as to

Retiree Local elections, shall have the right to be a candidate, hold office, and vote for

or otherwise support the candidates of such member's choice without being subject to

any penalty, discipline, improper interference, or reprisal of any kind by the Union or

any member, employee, agent, or representative thereof.


ARTICLE IV - LOCAL ELECTIONS


Section 1. Local officer elections for all locals within SEI U Local 503, OPEU

will be held between January and April of even numbered years, with those

elected taking office no later than May 1st of that year. The seated Retiree

Local President shall complete the full two-year term of office on the Board,

and the Retiree Local President-elect shall be installed with the full Board in

August at General Council. Officer terms of office shall be two (2) years.


Section 2. Sections for Local Officers shall be conducted in accordance with procedures

provided in the locals constitution and bylaws and in accordance with the General

Sections Requirements as stated in Article GENERAL ELECTION REQUIREMENTS, of

these Bylaws. (Bylaws Article GENERAL ELECTION REQUIREMENTS, also speaks to

election of delegates.)


Section 3. Each member shall be provided an opportunity to vote by secret ballot for

election of Local Officers, and delegates and alternate delegates to General Council. If

an elected alternate delegate is unable to serve, the candidate with the highest number

of votes shall be the replacement delegate to General Council.


Section 4. The President of each local shall appoint an elections committee of three (3)

active members in the local, who are not nominees, to prepare, distribute, receive, and

count the ballots at a duly publicized meeting (minimum fifteen (15)-day meeting notice

required) or by mail-in ballot; to certify the election results; and to perform any other

task required for conducting local elections. The local elections committee shall

announce the election results to the seated officers, successful candidates and other

announced candidates within five (5) days after the ballots have been counted.


Section 5. All duly nominated candidates in a statewide local shall be invited to submit

campaign statements, as submitted on the nomination form, not to exceed 200 words

in length, for publication with the ballots. The additional cost of this publication shall be

paid by the General Fund.





A.



CITIZENAUDIT.ORG PAGE #0053
ARTICLE V - DIRECTOR AND ASSISTANT DI RECTOR ELECTIONS


Section 1. Directors and Assistant Directors are elected as follows:


PFONT


6.

7.

8.


9.


10.

11.

12.


13.


14.

15.

16.

17.

18.

19.


20.

21.

22.

23.

24.

25.


26.

27.

28.


One member employed by 

One member employed by an agency in the DHS Coalition of 

One member employed by an agency in the ODOT Coalition of 

One member employed by an agency in the Specials Coalition of



One member employed by an agency in the Institutions Coalition of



One member employed by a local government;

One member employed by a private non-profit agency;

One member in the Client Employed Provider program or a private

home care agency;

One member employed by a nursing home;

One member employed as a child care provider;

One member employed as an adult foster home provider;

One member who works in the North Central/Eastern

Oregon region;

One member who works in the South Central/Eastern

Oregon region;

One member who works in the Southern Oregon region;

One member who works in the Oregon Coast region;

One member who works in the West Central Valley region;

One member who works in the East Central Valley region;

Two members who work in the Greater Salem region;

One member who works in the West Salem/ Polk County

region;

One member who works in the North Valley region;

One member who works in the West Portland region;

One member who works in the Greater Portland region.

The Statewide President of SEI U Local 503, 

The Statewide Vice President of SEI U Local 503, 

The Statewide Secretary-Treasurer of SEI U Local 503,



The Statewide Past President of SEI U Local 503, 

The Executive Director of SEI U Local 503, and

The President of the Retirees Local of SEI U Local 503,

OPEU.


For the North Central/ Eastern Oregon region, One Director elected

by members from ZIP Code areas 97004, 97009, 97010, 97011, 97014,


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CITIZENAUDIT.ORG PAGE #0054















For the South Central/ Eastern Oregon region, One Director elected

by members from ZIP Code areas, 97001, 97037, 97038, 97342,



97492, 97601, 97602, 97603, 97604, 97620, 97621, 97622, 97623,

97624, 97625, 97626, 97627, 97630, 97632, 97633, 97634, 97635,

97636, 97637, 97638, 97639, 97640, 97641, 97701, 97702, 97707,





97750, 97751, 97752, 97753, 97754, 97756, 97758, 97759, 97760,

97761 97814, 97817, 97819, 97830, 97833, 97834, 97837, 97845,

97848, 97856, 97864, 97867, 97870, 97872, 97873, 97874, 97877,

97884, 97901, 97902, 97903, 97904, 97905, 97906, 97907, 97908,

97909, 97910, 97911, 97913, 97914, 97917, 97918, 97920; and


For the Southern Oregon region, One Director elected by members

from ZIP Code areas 97410, 97416, 97417, 97429, 97432, 97442,

97457, 97469, 97470, 97481, 97494, 97495, 97496, 97497, 97501,

97502, 97503, 97504, 97520, 97522, 97523, 97524, 97525, 97526,

97527, 97528, 97530, 97531, 97532, 97533, 97534, 97535, 97536,

97537, 97538, 97539, 97540, 97541 97543, 97544; and


For the Oregon Coast region, One Director elected by members

from ZIP Code areas 97016, 97018, 97048, 97051 97053, 97054,

97064, 97102, 97103, 97106, 97107, 97108, 97109, 97110, 97112,

97116, 97117, 97118, 97119, 97121 97122, 97125, 97130, 97131,

97133, 97134, 97135, 97136, 97138, 97141 97143, 97144, 97145,

97146, 97147, 97149, 97203, 97231 97326, 97341, 97343, 97344,

97347, 97357, 97364, 97365, 97366, 97367, 97368, 97369, 97372,

97376, 97380, 97388, 97390, 97391 97394, 97396, 97406, 97407,

97411, 97414, 97415, 97420, 97423, 97439, 97441, 97444, 97449,

97450, 97453, 97458, 97459, 97464, 97465, 97466, 97467, 97473,

97476, 97480, 97491, 97493, 97498; and


For the West Central Valley region, One Director elected by

members from ZIP Code areas 97056, 97324, 97370, 97401, 97402,


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CITIZENAUDIT.ORG PAGE #0055
97403 97404, 97405, 97408, 97409, 97412, 97419, 97426, 97428,

97430, 97435, 97436, 97437, 97440, 97448, 97451, 97456, 97461,

97462, 97486, 97487, 97490, 97499; and


For the East Central Valley region, One Director elected by members

from ZIP Code areas 97321 97322, 97327, 97329, 97330, 97331,

97333, 97335, 97336, 97339, 97345, 97348, 97355, 97374, 97377,

97386, 97389, 97424, 97431, 97434, 97438, 97446, 97452, 97454,

97455, 97472, 97477, 97478, 97479, 97482, 97488, 97489; and


For the Greater Salem region, Two Directors elected by members

from ZIP Code areas 97301 97302, 97305, 97306, 97308, 97309,

97311, 97312, 97313, 97314, 97317, 97325, 97352, 97358, 97360,

97375, 97381, 97383, 97385, 97392; and


For the West Salem/ Polk County region, One Director elected by

members from ZIP Code areas 97304, 97310, 97338, 97351, 97361 

and


For the North Valley region, One Director elected by members from

ZIP Code areas 97002, 97005, 97006, 97007, 97008, 97013, 97020,

97026, 97032, 97062, 97070, 97071 97075, 97076, 97077, 97078,

97101 971 1 1, 97113, 97114, 97115, 97123, 97124, 97127, 97128,

97132, 97137, 97140, 97148, 97210, 97224, 97225, 97229, 97298,

97303, 97307, 97362, 97371 97373, 97378, 97384; and


For the West Portland region, One Director elected by members

from ZIP Code areas 97201 97202, 97204, 97205, 97207, 97208,

97209, 97211, 97212, 97214, 97217, 97218, 97221, 97227, 97228,

97232, 97239, 97240, 97242, 97251 97253, 97254, 97255, 97256,

97258, 97259, 97271, 97272, 97299, 97280, 97281, 97283, 97290,

97291 97293, 97296, and


For the Greater Portland region, One Director elected by members

from ZIP Code areas 97015, 97024, 97027, 97030, 97034, 97035,

97036, 97045, 97060, 97068, 97080, 97086, 97089, 97206, 97213,

97215, 97216, 97219, 97220, 97222, 97223, 97230, 97233, 97236,

97238, 97266, 97267, 97268, 97269, 97282, 97286, 97292, 97294.


(See also Article 1  Board of Directors).


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CITIZENAUDIT.ORG PAGE #0056
Section 2. The second highest vote getter in each election for Director shall be elected

Assistant Director. Where members elect two Directors, the third and fourth highest

vote getters shall be elected Assistant Directors.


Section 3. Each member may cast one vote for a Director in his/her

employer group (1-11, above). Where a member has more than one

employer group, a primary employer group shall be determined by where the

longest membership status exists. Each member may also cast one vote for a

Director from his/her geographic area (12-22, above). Homecare, Adult

Foster Care and Childcare members shall be represented and vote in the

geographic area in which they live. Out-of-state Homecare, Adult Foster

Care and Childcare workers will be represented in the geographic are closest

to their home. All other members shall be represented and vote in the

geographic area in which they work except that any member may opt, on an

individual basis, to have their voting rights for Director determined by where

they live rather than where they work.


Section 4. The Board may assign newly organized workers, or workers affected by

changes in zip code definitions, to representative groups as needed so long as such

assignments are put into resolution to amend the bylaws which is sponsored to the next

regular session of the General Council.


Section 5. The Union President shall appoint membersto the Board of

Directors Elections Committee, subject to ratification by the Board of

Directors. The Elections Committee shall designate the open period for

nominations for Director and Assistant Director and shall make nomination

forms available to all eligible voters at least fifteen (15) days prior to the

opening of nominations. A Headquarters staff person shall be designated to

receive and date-stamp hand-carried nomination forms received at SEI U

Local 503, OPEU Headquarters by the appointed deadline.


The Elections Committee shall oversee opening and tallying of ballots, shall

hear complaints regarding election procedure or rule interpretations except

as otherwise provided in Bylaws Article General Election Requirements,

Section 9.


Section 6. Candidate profiles for Director and Assistant Director will be published in the

503 VOICE within thirty (30) days after nominations close. Ten (10) days after

publication and distribution of the 503 VOICE, the ballots will be prepared and mailed

by Headquarters to the last known address of all eligible voters.


Section 7. Ballots shall be coded to clearly show in what election the ballot

was cast. All ballots will be returned by mail to a special elections post office


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CITIZENAUDIT.ORG PAGE #0057
box. All ballots must be received by the deadline specified in the election

notice.


Section 8. Ballots shall be opened, counted, and tallied at Union

Headquarters or other qualified election service. Election results shall be

certified by the Elections Committee Chair and the Union Secretary

Treasurer, their designee, or by the approved election service. Ballots,

envelopes, tally sheets, and other election materials will be secured

according to Article GENERAL ELECTION REQUIREMENTS, Section 8 of

the Bylaws.


Section 9. Section results shall be made public by the Union Secretary-Treasurer, or

designee, within five (5) days after the ballots are counted. Candidates shall be mailed

a copy of the tally sheets for all candidates from their election and information about

the challenge process including timelines within this same five (5)-day period.


Section 10. Members notified of an election but not receiving a ballot or otherwise

needing a replacement ballot shall request a replacement ballot by phone, in person, or

in writing. The replacement ballot shall be so marked on the outside return envelope

and duly noted by the ballot counting committee before opening.


ARTICLE VI - STATEWI DE OFFICER ELECTIONS


Section 1. Eected Statewide Officers are the Union President, Vice President,

Secretary-Treasurer, and Executive Director.


Section 2. Statewide Officers are elected for two (2)-year terms, by the membership

statewide.


Section 3. The President shall appoint members to a Statewide Officer

Election Committee, subject to ratification by the Board of Directors. The

Statewide Officer Elections Committee shall designate the open period for

nominations for Union President, Vice President, Secretary-Treasurer and

Executive Director. Elections will be held following the biennial session of

General Council. Nomination forms will be made available to all eligible

members statewide at least fifteen (15) days prior to the opening of

nominations. Statewide Officer nominations shall be opened in conjunction

with those of Directors and Assistant Directors with notification being

provided at the same time, but will be closed at 5:00 pm. the second evening

of the General Council in regular session.


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CITIZENAUDIT.ORG PAGE #0058
The Elections Committee shall hear complaints regarding election procedure

or rule interpretations except as otherwise provided by Bylaws Article 

General Election Requirements, Section 9.


Section 4. In addition to the safeguards and procedures specified in Article 

GENERAL ELECTION REQUIREMENTS, Section 8, of the SEIU Local 503, OPEU Bylaws,

the following rules shall apply to the conduct of Statewide Officer elections:


All duly nominated candidates shall be invited to submit campaign

statements, as submitted on the nomination form, not to exceed 400 words in

length, for a Voters' Guide, which shall be published by the Union as a special

section of the 503 VOICE in the edition preceding General Council.


Additional copies of this Voters Guide shall also be made available free of

charge to Locals for distribution to their memberships and, at actual cost, to duly

nominated candidates, for distribution at General Council or otherwise.


All duly nominated candidates shall, at their request, at any time thirty (30)

days' prior to the mailing of ballots through the deadline for receipt of ballots, be

provided, at actual cost, with up to three sets of membership mailing labels, 

sorted for statewide, regional, and/or Local memberships. Provision of these

labels shall be conditioned on a candidate's statement not to reproduce such

labels, release them to an outside party, or use them for any other purpose.


All duly nominated candidates shall be given equal opportunity to post

campaign materials on all designated Union bulletin boards in SEIU 503-

represented worksites.


All duly nominated candidates shall be given equal access to all Union

meetings and conferences, provided that the opportunity to make campaign

presentations shall be consistent with the agenda and protocols for such

meetings and conferences.


Members shall not be given free use of Union resources copy machines,

video equipment) to promote any member's candidacy for Union office. When

approved by the Board, use of Union resources may be allowed on an equal

basis with reimbursement for the actual costs involved.


Each nominated candidate for statewide office of SEI U Local 503, OPEU may

submit a candidate statement to be mailed with the ballots to members of the

Union eligible to vote in this election. This statement shall be, limited to one (1)

uniformly formatted statement of five hundred (500) words or less and a photo

(if supplied). Uniformly formatted includes hard copy typed or handwritten,


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CITIZENAUDIT.ORG PAGE #0059
any word processing format on disk, email, faxes and any other electronic copy.

Photos cannot be faxed.


All duly nominated candidates shall be required to file reports detailing all

campaign contributions totaling twenty-five dollars ($25.00) or more from a

single contributor, and all expenditures totaling twenty-five dollars ($25.00) or

more to a single source, during an election period. Such reports shall be filed

with the Union's Accounting Department no later than one week prior to the

mailing of ballots (for contributions received and expenditures up to two (2)

weeks prior to the mailing of ballots) and no later than two (2) weeks after the

deadline for receipt of ballots (for all contributions received and expenditures

through this deadline). Such reports shall be made available for inspection by

any Union member at Union Headquarters and at all branch offices of the Union.


Ballots shall be collected and counted by an outside firm retained by the

Union for this purpose. Election results shall be certified by the Union Secretary-

Treasurer, or designee, who will secure all ballots, envelopes, tally sheets, and

other election materials according to Article GENERAL ELECTION

REOUI RMENTS, Section 9 of the Bylaws.


Ballots for election of Statewide Officers shall be mailed within four (4) weeks

of the close of General Council.


Section 5. All candidates running for statewide office, even if running unopposed, shall

be presented to the statewide membership in the form of a single ballot. In addition,

ballots must have a space for a write-in candidate for each office.


Section 6. If there are more than two (2) nominees for an office, the candidate

receiving a plurality of the votes shall be deemed the winner.


Section 7. Ballots, envelopes, election results, and tally forms shall be available for

inspection by any active, staff, or retired Union member at the Union Headquarters

office for a period of one (1) year following the election.


Section 8. Statewide Officers will be installed at an appropriate ceremony on the Friday

immediately preceding the first, regularly scheduled, full meeting of the Board following

completion of the vote tally.


ARTICLE VII  MEETINGS


Special Meetings of the Union and all subordinate governing bodies may be

held by telephone conferences subject to the following:


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CITIZENAUDIT.ORG PAGE #0060
A majority of the members requested to attend the meeting shall

have access to the appropriate telephonic meeting media, as verified by

their response to a call for any particular meeting.


The technology used for the telephonic meetings shall allow the

membersfull access to and full participation in all meeting transactions

either continuously or intermittently throughout the specified time of the

meeting.


The affirmative vote of a majority of the quorum shall be the

minimum vote requirement for the adoption of any motion. A majority of

the votes cast, or a greater proportion as indicated by the adopted

Parliamentary Authority, shall be necessary for the adoption of motions.


Procedural rules related to the conduct of telephonic meetings shall

be established and promulgated by the governing body wishing to

conduct such meetings.


ARTICLE W H - EXECUTIVE COMMITTEE


The Executive Committee consists of the President, who shall chair the committee; the

Immediate Past President; the Vice President; the Secretary-Treasurer; the Executive

Director; and three (3) Directors elected by the Board to serve terms not to exceed

twelve (12) months.


Section of the Executive Committee shall be done at the first meeting of the Board

following every regularly scheduled General Council, and every twelve (12) months

thereafter.


ARTICLE IX - BOARD OF DIRECTORS


Section 1. Powers.


The Board shall have such powers and duties as are set forth in the

Constitution and Bylaws, and shall carry out any and all

recommendations and instructions emanating from the General

Council, and exercise general authority not inconsistent therewith to

formulate the program and administer the affairs of the Union between

sessions of the General Council.


The Board may adopt such rules and delegate such power as it deems

expedient, consistent with the Constitution and Bylaws.


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CITIZENAUDIT.ORG PAGE #0061
Section 2. Regular Meetings of the Board.


The Board shall hold at least six (6) general meetings each calendar year.

The dates for these meetings shall be published in the 503 VOICE within forth-

five (45) days after the beginning of the calendar year.


Other regular meetings of the Board shall be held at the call of the President,

upon at least ten (10) days written notice to each Board member or by call of

twothirds of the members of the Board, with fifteen (15) days written

notice to each member.


Section 3. Special Meetings of the Board may be called by a majority of the Board,

upon five (5) days' written notice, and are limited to a consideration of the matters

specified in the call.


Section 4. Quorum of the Board. A majority of the members of the Board shall

constitute a quorum, providing one-half of the directors elected are present.


Section 5. The Board shall determine salaries, fringe benefits, and conditions of

employment for the Executive Director through negotiations between the Executive

Director and the Board.


Section 6. The Board shall appoint a special collective bargaining committee, which

shall negotiate salaries, fringe benefits, and conditions of employment with the

represented employees of the union.


Section 7. The normal order of business of the Board in regular and special meetings

shall be as follows:


Call to Order


Roll Call


Reading of Minutes

Communications


Reports of Officers Directors

Reports of Special Committees

Open Discussion


Unfinished Business


New Business


Section 8. The Board shall adopt a procedure to protect the rights of dissenting local

members, to assure operation of democratic processes in the local, and to protect

money and property of the Union held by the local or any members thereof, in the


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CITIZENAUDIT.ORG PAGE #0062
event that any local or portion of a local chooses to affiliate with or become a part of

any other labor organization.


Section 9. The Executive Director shall develop a comprehensive program and project

review for presentation to the Board annually. The review shall be a performance

evaluation of each program and major project during that year, including

recommendations for improvement.


ARTICLE X - DUTIES OF OFFICERS

Section 1. The President:


Presides at all meetings of the General Council, Board, and Executive

Committee.


Shall set the agenda for Board meetings and act as the Board administrator.

(0) Shall be the chief spokesperson for the Union.


Appoints members of Standing and Special committees, subject to ratification

by the Board, except as otherwise specified in the Bylaws. Appointments will be

made only after the Union announces available committee positions in the 503

Voice and after the presidents of the locals have been asked to submit names for

available committee positions. Both the President and the Board will maintain

committee membership that respects the Union's geographic diversity and the

diversity of employer groups within our membership.


Appoints and, for cause, dissolves all Special committees, subject to approval

by the Board.


Serves as a non-voting ex-officio member of all Standing and

Special committees.


Benders to the General Council a report of his/her administration, with such

recommendations as he/she deems advisable.


Ceases, on election, to hold any office which until then he/she may have held

in his/her local.


Shall have authority to attend and represent the Union at all appropriate

national or regional meetings, including coalitions for which the Union is

participating. The President may appoint a representative to discharge this

responsibility.



CITIZENAUDIT.ORG PAGE #0063
Shall serve as a SEI U Local 503, OPEU delegate to the SEI U Convention. This

responsibility may not be appointed to another Union representative. However,

a duly elected alternate delegate may serve, as appropriate, in the President's

absence.


Shall represent SEI U Local 503, OPEU on the SEI U Oregon State Council.


(I) Shall assist in development and oversight of the Union's internal and external

communications program, in conjunction with the Executive Director and

communications department staff.


Shall chair the Union's Grievance Appeals Committee.


Shall coordinate the activities of the Directors and Assistant Directors in order

to implement strategic goals adopted by the SEIU Local 503, OPEU Board of

Directors, and SEI U.


(0) Shall represent the Union at the Legislature and in ballot measure campaigns,

in conjunction with the Executive Director and the political department staff.


Shall receive no salary other than salary provided by SEIU Local 503, OPEU

or an employer whose employees are represented by SEIU Local 503, OPEU.

(See also Article V, Section 21.)

Shall serve on an up to full-time basis during the term of office.

Section 2. Immediate Past President:

Advises the President.


Serves as a nonvoting member of the Board and the Executive Committee.


Serves on such committees as may be designated in these Bylaws or to

which he/she is appointed by the President.


Provides orientation for General Council delegates.

Shall serve as an advisor and nonvoting SEIU Local 503, OPEU delegate to


the SEIU Convention, unless he/she stands for election and is elected as a

convention delegate.



CITIZENAUDIT.ORG PAGE #0064
Exercise of these duties as an officer of the Union shall be commensurate

with and limited by the membership classifications of the person holding

office except that, notwithstanding any other provisions in the Constitution

and Bylaws, a former Statewide President who becomes a member of the

staff of SEI U Local 503, OPEU may serve as l mmediate Past President so long

as they maintain Staff Membership status, or other SEI U Local 503

membership except associate membership. There is no alternate or

replacement for an Immediate Past President.


Section 3. Vice President:


Shall, in the absence of or upon request of the President, perform the duties

of the President.


Shall replace the President for the unexpired term in the event of the death,

incapacity, resignation, or removal of the President.


Shall be the chairperson of the Rules Committee, a member of the

Executive Committee and the Union Finance Committee and on such

other committees as are designated in these Bylaws or to which

he/ she is appointed by the President.


Shall serve as a SEIU Local 503, OPEU delegate to the SEIU Convention.

However, a duly elected alternate delegate may serve, as appropriate, in the

Vice President's absence.


Section 4. Secretary-Treasurer:


The Secretary-Treasurer, by and through the Executive Director, shall:


(1) Keep a correct record of the meetings of the General Council, the

Board and Executive Committee.


(2) Be custodian of the records of the Union including election records.


(3) Shall be the chairperson of the Union Finance Committee and a

member of the Executive Committee.


(4) Purchase contingent liability and property damage insurance for

members of the Board and employees of the Union in the performance of

their duties as such.



CITIZENAUDIT.ORG PAGE #0065
(5) Purchase a surety bond in accordance with the requirements of

Section 14 of Article XVII, FINANCIAL, of these Bylaws covering all

persons who handle funds or other property of the Union.


(6) Establish a bank account or accounts in the name of the Union in such

bank or banks as the Board shall designate.


(7) Collect the monies and keep the accounts and books of the Union and

render a statement after certified audit of the accounts and books of the

financial condition of the Union to the General Council and at such other

times as requested by the Board.


(8) Coordinate and keep current a list of policies and procedures of the

Union.


The Secretary-Treasurer shall:


(1) Be responsible to the Board for annual review of the fiscal operation of

the Union and locals.


(2) Serve on such committees as designated by these Bylaws and to

which he/she is appointed by the President.


(3) Shall serve as a SEIU Local 503, OPEU delegate to the SEIU

Convention.


Section 5. Executive Director:


Serves as the chief executive officer of SEIU Local 503, OPEU and has

general supervision of and direction over the daily activities of the local, including

employment and supervision of staff, and expenditure of Union funds, subject to

the financial ability of the Union to pay and consistent with the priorities and

policies of the Union as determined by the Board and the Constitution and

Bylaws.


In conjunction with the Secretary-Treasurer, pursuant to Bylaws, Article 

DUTIES OF OFFICERS, Section 4, Secretary-Treasurer, the Executive Director

shall maintain records of the meetings, bank accounts and financial transactions,

purchase insurance and bonds, collect moneys and maintain the books of the

Union, maintain and coordinate current policies and procedures of the Union,

and prepare an annual budget for the Union.



CITIZENAUDIT.ORG PAGE #0066
Shall serve as a member of the Union's negotiating teams along with member

representatives and staff assigned to sit at the bargaining table. Shall oversee

other daily activities of the Union such as organizing, contract administration,

political activity, and training. The Executive Director may appoint

representatives to discharge any of these responsibilities.


Shall oversee program and policy development, consistent with strategic

planning goals adopted by the Unions Board of Directors.


Shall maintain an internal and external communications program throughout

the local, and shall represent the Union within the community and with the

media, in conjunction with the President who serves as the chief spokesperson

for the Union.


Shall have authority to attend and represent the Union at all appropriate

national, regional, or local meetings of a variety of organizations, including

coalitions for which the Union is participating. The Executive Director may

appoint a representative to discharge this responsibility.


(9) Shall serve as an SEIU Local 503, OPEU delegate to the SEIU Convention.

This responsibility may not be appointed to another Union representative.

However, a duly elected alternate delegate may serve, as appropriate, in the

Executive Director's absence.


Oeases, on election, to hold any office which until then he/she may have held

in his/her local. The Executive Director may not hold any other employment

while holding this office nor receive a salary from any source other than the SEI U

Local 503, OPEU.

Section 6. Directors:

Assist members.


Encourage ethical conduct among members.


Are responsible for keeping the Assistant Director informed of Board

matters.


Represent the members at meetings of the Board and serve on committees

of the Board.


Upon accepting any assignment to work on the staff of SEIU Local 503,

OPEU for a period expected to last thirty (30) days or more in duration, said


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CITIZENAUDIT.ORG PAGE #0067
Director will temporarily step down from the duties of Director and have

his/her Assistant Director take over said duties until the period of employment

on SEIU Local 503, OPEU staff is ended.


Board members shall actively participate in campaigns approved and

endorsed by the Board whenever possible. This includes, but is not limited to,

phone banking, canvassing, signature gathering, moving petitions, or

participation in worksite campaigns.


May serve as an SEIU Local 503, OPEU delegate to the SEIU

Convention, consistent with the provisions of Article IV of the SEI U

International Constitution and Bylaws, CONVENTION 

REPRESENTATION TH EREI N.


Section 7. Assistant Directors:

At the request of the Director, serve in his or her absence.


Assist the Director in carrying out the duties enumerated in the preceding

Section, Directors.


(0) Upon appointment by the Board, succeed to the office of Director.

May serve on committees of the Board.


May serve as an SEIU Local 503, OPEU delegate to the SEIU

Convention, consistent with the provisions of Article IV of the SEI U

International Constitution and Bylaws, CONVENTION 

REPRESENTATION TH EREI N.


The Directors will authorize payment of expenses incurred by Assistant Directors while

on Union business; such payment shall be made in the same manner as for regular

Board members.


Section 8. Accreditation of Directors-Elect and Assistant Directors-Sect. Before a

Director-elect or an Director-elect may assume office, the Credentials Committee, if the

General Council is in session, or the Board if it is not, shall be furnished with a copy of

the certified election tally sheets signed by the Secretary-Treasurer of the Union.


Section 9. There will be a mandatory orientation session for Board members and

Assistant Directors held in conjunction with the second Board meeting following General

Council.



CITIZENAUDIT.ORG PAGE #0068
Section 10. Vacancies.


Consistent with the provisions of Article X, DUTIES OF OFFICERS, Section 3,

of the SEIU Local 503, OPEU Bylaws, if a Statewide Officer, other than the

Executive Director, is removed from office under Section 9 of Article I, GENERAL,

of these Bylaws or if it is otherwise necessary to fill an office vacancy or newly

created office at this level, the Board may appoint from the Board and Assistant

Directors a person to serve the remaining portion of the term. In the case of a

vacancy in the position of Executive Director, the Board can fill the position from

staff or active membership or from outside the Union.


If the Director is removed from office under Section 9 of Article I, GENERAL,

of these Bylaws or transfers outside the group he or she was elected to

represent as defined in Bylaws Article V and Article 1, or if a Director

vacancy occurs, the Board shall appoint the Assistant Director to serve the

remaining portion of the term.


If an Assistant Director is removed from office under Section 9 of Article I,

GENERAL, of these Bylaws or transfers outside the group he or she was elected

to represent as defined in Bylaws Article V and Article 1, or if an Assistant

Director vacancy occurs thereby leaving the group unrepresented, a replacement

Director shall be elected within sixty (60) days to serve the remaining portion of

the term.


Vacancy in any local office shall be filled for the remaining portion of the

term in such office in accordance with the provisions of the locals constitution

and bylaws.


ARTICLE XI - UNI ON STEWARDS


Section 1. The Union shall recognize members to act as Union Stewards. The Union

Steward's principal duty shall be to safeguard the Union's ability to represent

employees.


Section 2. Each local's provisions for self-government shall include a procedure for

selection and removal of Union Stewards. The Local President shall notify Headquarters

of members selected to act as Union Stewards and of any changes in those acting as

Stewards.


Section 3. The duties of Union Stewards shall include but not be limited to the handling

of employee grievances through the agency in state employee locals and through the

equivalent level in local government locals, serving as a main communication channel


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CITIZENAUDIT.ORG PAGE #0069
between Union leaders and staff and the general membership, and as a primary

provider of direct services to the local's membership.


Section 4. Stewards are strongly encouraged to make a reasonable effort to complete

Leadership Training Levels I, II, and Ill within two (2) years of being elected.


ARTICLE XI RESPONSIBILITIES OF SEI U LOCAL 503,

OPEU OFFICERS AND MEMBERS


Section 1. Responsibilities of SEI U Local 503, OPEU Officers:


Each officer shall work to further the principles of SEIU Local 503, OPEU

membership.


Each officer shall work to preserve and defend the good name of the Union.


Each officer shall use the privileges of any Union office, whether elected or

appointed, to support, protect, and further the Union, its Constitution, Bylaws,

and 


Each officer shall prudently handle any Union fiscal matters, especially

handling of Union funds, in conformance with accepted accounting principles and

sound fiscal management.


No officer shall engage in any conduct or speech, which is intended to harm

the Union or its operations. Nothing in this subsection is intended to prohibit an

officer from criticizing the Union or its operations, provided however, that should

an officer wish to make a statement to the press media critical of the Union or its

operation, that officer must give the Union President timely notice before making

such a statement.


Any Local Officer, Committee Chairperson, Statewide Officer, Director,

Assistant Director, or Union Steward who is an acting supervisor, "temporary

manager," or in a developmental management position for more than thirty (30)

consecutive calendar days, shall notify the Union President and be granted a

leave of absence from their Union offices for the time in management.


Section 2. Preamble to Member Duties. These Sections are in no way intended to limit

the rights of any member or group of members as to their rights of free speech, redress

of grievances, and dissent.


Section 3. Purpose. The purpose of the following three (3) Sections of this Article is to

strengthen the Union by defining the principles and responsibilities of SEIU Local 503,


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CITIZENAUDIT.ORG PAGE #0070
OPEU membership and by establishing sanctions for violation of the responsibilities of

SEI U Local 503, OPEU membership.


Nothing in these Sections is intended to prohibit a member from criticizing the Union or

its operations, provided however, that should a member wish to make a statement to

the press media critical of the Union or its operation, that member must give the Union

President timely notice before making such a statement.


Section 4. Principles of SEI U Local 503, OPEU Membership.


SEIU Local 503, OPEU members associate together to improve working

conditions and the livelihood of all employees in the State of Oregon.


SEIU Local 503, OPEU members join together to educate each other, and

nonmembers, of the benefits of employees joining together to increase their

collective strength.


SEIU Local 503, OPEU members use their collective strength to propose

and/or amend laws that affect employees rights and responsibilities.


Section 5. Responsibilities of SEI U Local 503, OPEU Membership.


Each member shall support the Constitution, the Bylaws, and the of the

Union to the best of his or her ability.


Each member shall pay dues lawfully assessed by the Union on time and in

full.


No member shall engage in any conduct or speech which is intended to harm

the Union or its operations; specifically, the following:


(1) No member shall conspire with management to the detriment of the

Union or with them in collusion against collective bargaining by the Union.


(2) No member shall solicit another labor organization or solicit other SEIU

Local 503, OPEU members or other employees eligible for SEI U Local 503,

OPEU membership to become a member of another labor organization.


(3) No member shall pass information or initiate petitions which:


a. Call for a new labor organization,


b. Seek to decertify SEI U Local 503, OPEU, or

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CITIZENAUDIT.ORG PAGE #0071
c. Call for members to side with management in opposition to

SEI U Local 503, OPEU or collective bargaining.


(4) No member shall conspire with nor enter into any lawsuit with any

nonmember against the principles of SEI U Local 503, OPEU membership.


Section 6. Violation of Responsibilities of SEI U Local 503, OPEU Membership. Members

who are found to have violated any of the responsibilities of SEIU Local 503, OPEU

membership are subject to reprimand, probation, suspension, or expulsion from

membership. Any member who is part of more than one decertification/disaffiliation

effort or solicitation of another labor organization within two (2) years will not be able

to run for any steward or officer position for five (5) years, subject to the provisions of

Article XVII of the SEI U International Constitution and Bylaws.


ARTICLE XI - COMMITTEES


Section 1. Ordinary committees are of two types -- standing committees

(which have a continuing existence) and special committees (which go out of

existence as soon as they have completed a specified task). Generally the

term committee implies that, within the area of its assigned responsibilities,

the committee has less authority to act independently for the Union than the

Board. Thus, if a committee is to do more than report its findings or

recommendations to the Board or the General Council, for example, it may be

empowered to act for the Union only on specific instructions; or, if it is given

standing powers, its actions may be more closely subject to review than the

Board's, or it may be required to report more fully. Also, unlike the Board, a

committee in general does not have regular meeting times established by

rule; but meetings of the committee are called by the chair or two members

of the committee.


Section 2. The Standing Committees of the Union are Rules, Member

Representation, Union Finance, Stewards and Information Technology.


Section 3. Rules Committee.

The mission of the Rules Committee is to:


(1) Promote the consistency of rules as set forth in the Union's

Constitution, Bylaws, and The Rules Committee shall make

recommendations to the Board regarding issues needing clarification of

Union rules.


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CITIZENAUDIT.ORG PAGE #0072
(2) The Rules Committee shall have the authority to approve local, and

committee provisions for selfgovernance. The criteria for approval shall

be consistency within the Unions rules (Constitution and Bylaws) and

whether or not the document is effective and complete. All decisions by

the Rules Committee may be appealed to the Board.


The Vice President shall be the chairperson of this committee.

Section 4. Member Representation Committee.


The committee shall make recommendations for action to the Board on matters

concerning negotiation and representation of employees in the following areas:


Section appeals.

Recall elections.

Allegations of a breach of the Union's duty of fair representation.

Assist in the resolution of internal Union disputes.

Contract ratification procedures.

Section 5. Union Finance Committee.

The Union Finance Committee shall consist of the Secretary-Treasurer, as

chairperson, the Vice President, and members as designated pursuant to Article

X, Section 1 

The committee:

(1) Shall develop plans for adequately financing the Union and shall, in

even-numbered years, present to the Board at their meeting preceding

the General Council Board of Directors' meeting, a budget of estimated

receipts, expenditures, and budget balances for the ensuing fiscal year.

In odd-numbered years, the same information shall be presented to the

Board for approval, at their last Board meeting in the fiscal year.

(2) Shall regularly review the fiscal operation of the Union as measured


against the budget, report its findings, and make recommendations to the

Board.



CITIZENAUDIT.ORG PAGE #0073
(3) May perform such other functions regarding fiscal matters as may be

directed or authorized by the Board.


(4) Shall review all proposals to be made to the Board that will result in an

expense to the Union. The purpose of the review is as follows:


a. To accurately determine the cost of the proposal.

b. To determine the ability of the Union to meet the cost.

c. To judge the overall cost benefit to the Union.

d. To report to the Board their findings and recommendations.

Section 6. Stewards Committee.

The committee shall coordinate steward activities statewide.

The functions of the Stewards' Committee are:

(1) Plan and implement a biennial Stewards' Conference.

(2) Supervise publication of the quarterly newsletter.

(3) Monitor implementation and revisions of regular Basic and Advanced

Steward Training. Encourage stewards to participate in training.

Committee members are encouraged to teach Stewards' Training.

(4) Periodically survey all stewards and contacts to determine accuracy of

steward lists, training needs, and ideas for recognition and retention of

stewards.


(5) Assist Union Organizers in maintaining steward lists.


(6) Assist locals in development of constitution and bylaws language

regarding steward selection and replacement.


(7) Assist locals in developing steward councils or other networks of

stewards.


The committee shall work with locals to recognize stewards who have actively

participated in the labor movement by awarding service pins for years of service

in two-year increments. Chief stewards shall receive a pin recognizing their


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dedication on an annual basis and stewards that serve for five (5) consecutive

years shall be awarded special stewards jackets.


The committee shall conduct a random drawing of all Union Stewards in good

standing whereby one name shall be selected on a quarterly basis to receive a

prize of appreciation designated by the committee.


Section 7. Information Technology Committee.

The purpose of this committee shall include but not be limited to:


Explore the use of technology to make the lives of our stewards

and activists easier;


Explore the use of technology to make it easier for staff to carry out

the program of the Union;


Explore the use of technology to break down the distance between

members and their elected leadership; and


Make recommendations to the Board on the use of technology.


Section 8. The Special Committees of the Board are Member Benefits, Staff

Screening, Civil and Human Rights, Member/ Local Union Organizing,

Hardship, Pension and Thrift, Committee to Protect Injured Workers (CPIW)

and Fight Contracting Out Committee.


Member Benefits Committee: The committee shall make

recommendations to the Board for action in Membership benefit

programs; policy positions on insurance programs in general;

maintenance, betterment and promotion of workers compensation

benefits; in accordance with the Administrative Policies and

Procedures.


Staff Screening Committee: The Committee shall announce all

openings; collect and review applications; contact applicants and

conduct initial interviews; and make recommendations of persons to be

hired in accordance with the Administrative Policies and Procedures.


(0) Civil and Human Rights Committee: The Civil and Human Rights


Committee will make recommendations to the Board for action in the

following areas: Creating public and Union awareness of the Union's

commitment to EEO policies; designing a system to monitor state


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enactment of Affirmative Action plans and policies; developing and

providing EEOtraining programs; promoting of Civil Rights in all areas

that affect members in accordance with the Administrative Policies and

Procedures.


Member/ Local Union Organizing Committee (MOC): The Union will

maintain a Member/ Local Union Organizing Committee to design and

support the structure necessary for members to work on behalf of the

Union in accordance with the Administrative Policies and Procedures.


Hardship Committee: The Hardship Committee is maintained for the

purpose of setting standards and criteria for local Hardship Committees

for providing limited and short-term assistance to members in

accordance with the Administrative Policies and Procedures.


Pension and Thrift Committee: The SEI U Local 503, OPEU

Retirement Plan and Trust Agreement is a defined contribution 401 K

plan for U Local 503, OPEU staff members, which includes plan

implementation and investment of pension funds. Oversight for the

plan is provided by the Plan Administrator, the Union's Executive

Director. There will be six (6) Trustees, two (2) members from the

Union's Board of Directors, and four (4) staff representatives who are

Plan participants: two (2) administrative staff members and two (2)

bargaining unit staff members, in accordance with the Administrative

Policies and Procedures.


Committee To Protect Injured Workers (CPIW): The committee is

formed to organize, educate and mobilize around the issues of workers'

compensation, insurance, safety and health in accordance with the

Administrative Policies and Procedures.


Fight Contracting Out Committee: This committee is charged with

development of expertise in how to fight contracting out; and acting as

a rapid response team to assist in fighting any contracting out efforts,

in accordance with the Administrative Policies and Procedures.


Section 9. Each Committee shall keep minutes of transactions at each

meeting, and these minutes shall be included in the Board packets.

Statewide committee members shall be designated pursuant to Article X,

Section 1 


Section 10. The chairperson or a designated representative from Standing or

Special Committees may present motions to the Board.


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Section 11. The Board of Directors may designate Special Committees. The

President, with the approval of the Board, shall appoint the members of each

such committee from the general membership of the Union and designate

the chairperson thereof, and may drop inactive or absent members from such

committees and fill vacancies, subject to subsequent ratification by the

Board.


ARTICLE XIV  SPECIAL COUNCILS


Section 1. The Special Councils of the Union are Local Government,

Women's, Higher Education, Private Non-Profit and Nursing Home.


Section 2. The chairperson or a designated representative from a Council

may present motions to the Board.


Section 3. Local Government Council.


The council shall be comprised of representatives from every local-

government local represented by the Union.


The council shall oversee the overall local government organizing

plan and the coordination of local government activities, including, but

not limited to:


(1) An annual local government conference


(2) A strategy for coordinated bargaining for local government

units


(3) Coordinatedtraining


(4) An overall local government political strategy

(0) All local government units shall select a representative(s) to

participate in conferences and other activities designed to build the


unions plan for local government units.


The council shall meet at least two (2) times a year.


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Section 4. Women's Council.


The council shall be comprised of members and a chairperson who

are appointed by the Union President, subject to approval by the Board

of Directors.


The council shall:


(1) Plan and execute the Womens Conference, to be held

biennially in odd-numbered years.


(2) Institute information, research, and lobbying programs that

address issues of particular interest to the women of the Union.


(3) Create an active network of activities that involve the

women of SEI U Local 503, OPEU.


(4) Organize a women's caucus.


(5) Serve as Dependent Care Committee, with the

responsibilities of ensuring that quality dependent care be

available to all members at all major SEI U Local 503, OPEU

events and promoting worthy wage legislation at the state and

federal levels.


Section 5. Higher Education Council.


The Higher Education Council shall consist of at least one elected member

from each of the seven campuses in the Oregon University System, and a

chairperson will be selected by the members of the Council. This Council will

meet on a regular basis to develop strategy, discuss issues to be resolved or

put forward during negotiations with OUS, develop system-wide campaign

actions in concert with the Bargaining Team, to enable and develop coalition

building on each campus, and (in response to input from the Bargaining

Team) create and publish flyers, press announcements, website

announcements, and bulletins for distribution on campus.


This Council will also meet to build solidarity throughout the system. Its

primary mission will be to organize and motivate members on each campus

to act as one.


In addition, the Council will be advised by the Higher Ed Coordinator

organizer and will meet and confer with the Higher Ed bargaining team


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regularly during the contract campaign to enable direct communication and

report on the progress of the campaign on the individual campuses.


The Council could be asked to develop the agenda for conferences to better

inform and motivate membership, especially during contract campaigns.


Section 6. Private Non-Profit Council.


The duly elected Director of the private non-profit employment sector shall

serve as an automatic member of the Private Non-Profit Council.


Each private non-profit agency may have at least one member serve on the

Private Non-Profit Council.


Section 7. Nursing Home Council.


The President and Vice-President of each Nursing Home Local or designee

shall sit on the Nursing Homes Council.


The Nursing Homes Council shall have no governmental or fiduciary

functions.


The costs of the Council in excess of the amount approved by the Board of

Directors shall be proportionally charged to the Nursing Home Local's

accounts.


ARTICLE XV - COMMUNITY ACTION CENTERS


The Board shall create Community Action Centers throughout the State for

the purpose of holding community-based, cross-local meetings to undertake

political action, solidarity activities, strategic brainstorming and planning,

and to share issues and concerns from locals in the area.


The expenses of these Community Action Centers shall be paid out of a line

item in the General Fund budget approved each year.


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ARTICLE XVI - THE GENERAL COUNCIL

Section 1.


The General Council meets in regular session every even-numbered year on

dates fixed by the Board within the State of Oregon.


A special session may be convened:


(1) On call of the President, with the approval of the Board upon at least

ten (10) days' written notice to each General Council delegate.


(2) On written demand of two-thirds of the locals, addressed to the

President and within not less than thirty (30) days. In either case, the call

to a special session shall specify the subjects on which action by the

General Council is sought.

Section 2.

The delegate roster of the General Council consists of:

(1) Delegates from the locals.

(2) Directors-elect and Assistant Directors-elect.

(3) Past Presidents.

(4) Members of the Board.

(5) Assistant Directors.

(6) Delegates from the Retiree Local.

Eligibility for this membership roster is limited to active and semi-active

members or retired members who were active members at the time they retired

or had their active status reinstated by the Board in accordance with Article II,

MEMBERSHIP, Section 4, Retiree Membership, of the SEIU Local 503, OPEU


Bylaws.


Delegates will serve a two (2)-year term. Alternates who become delegates

at General Council will become delegates of record for the two (2)-year term.


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Current Board members (Directors, Assistant Directors and the

Retiree President) shall attend General Council as Board Delegates.

Boardelect members (Director-elects, Assistant Director-elects, and

the Retiree President-elect) shall attend as Board-elect delegates.

Where a member is both a seated Board member and a Board-elect

member, the member shall attend General Council as a current Board

Delegate.


Section 3. Representation.


Local Representation. Subject to the right of every local to a minimum of

one (1) delegate, representation in the General Council is accorded to each local

on the basis of one (1) delegate for each one hundred (100) members or major

fraction thereof. The number of delegates to which a local is entitled shall be

determined by the most recent SEIU Local 503, OPEU Headquarters' 

Membership Report prior to the deadline for notification of delegate strength or

by the average annual membership of the previous twelve (12) months available,

whichever is higher.


Past Presidents. Past Presidents of the Union who are active members or

who are retired members and were active members at the time they retired or

have had their active status reinstated by the Board in accordance with Article II,

MEMBERSHIP, Section 4, Retiree Membership, of the SEIU Local 503, OPEU

Bylaws are permanent delegates to General Council. They have all delegates'

rights and privileges.


Section 4. Accreditation. A local delegate is accepted as a member of General Council

upon presentation and acceptance at the regular session and/or special session of

General Council with credentials signed by an officer of his/her local President,

Vice President, Secretary-Treasurer). Statewide Officers, Directors, Assistant Directors,

and the Retiree Local President are accepted as members upon presentation and

acceptance of credentials signed by the SEI U Local 503, OPEU President or Secretary-

Treasurer.


Section 5. Voting.

Franchise. Each person who is a voting member of the General Council is

entitled and limited to a single vote on each issue, regardless of number of


positions held.


Proxy. There is no proxy voting at General Council.


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Quorum. A quorum at the General Council is present if two-thirds of

the delegates are present, provided one-half of all the locals are

represented.


Section 6. Resolutions.

Resolution Process.


(1) The object of the resolution process is to seek a plan for solving

problems for which no satisfactory plan of solution exists, to express a

view not previously expressed to date, or revise the Union's position on a

particular economic or social concern which directly or indirectly affects

members of the Union. Plans of solution and views expressed shall be

compatible with the general welfare and within the purpose of the Union.

Resolution sponsorship is an indication of the endorsed need to solve a

problem, not necessarily an endorsement of the proposed solution; or the

endorsed need to express a view, not necessarily an endorsement of the

view expressed. Sponsorship also means that no satisfactory solution or

expressed view can be found by any action other than General Council's.


(2) Resolutions may be authored by any member. Resolutions should be

in the form outlined by the Resolutions Review Committee. Resolutions

that are proposed amendments to the Unions Constitution and/or Bylaws

must refer to the specific portions amended with words to be struck in

brackets and new words to be inserted underlined. Local Officers are

responsible to provide assistance.


(3) Resolutions may be presented at local meetings to seek

sponsorship. The local may either endorse or reject sponsorship.

In the event that the local does not endorse the resolution, the

author of the resolution may, after having obtained the

signatures of fifty (50) active members, present it to the

Resolutions Review Committee. Resolutions written by a

Standing Committee of the Union are sent directly to the

Resolutions Review Committee within the same time limits

provided in Section 


(4) Resolutions must be presented to the Resolutions Review Committee

at least ninety (90) days before General Council. The Board may submit

resolutions up to one month before General Council.


(5) Other late resolutions will not be accepted unless the subject matter is

of such an emergency nature that it could not have been submitted in a


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timely manner. Decision as to the acceptance of late resolutions will be

the responsibility of the Resolutions Review Committee. The submitting

parties may appeal such a decision to the Board.


(6) No members resolution will be denied because of a technicality and/or

format.


Duties of Resolutions Review Committee.


(1) The Resolutions Review Committee shall meet and review

resolutions submitted in a timely manner so that resolutions will

be included with the first mailing of delegate registration

packets.


(2) Resolutions accepted by the committee will be edited prior to

submission for General Council. The editing process shall not change the

object of any resolution.


(3) Resolutions go to legal staff, to the legislative staff for comment, and

to the Union Finance Committee for a cost estimate.


(4) The committee will return resolutions, which are duplications of

existing policy resolutions, together with a reference to where this matter

has previously been taken care of.


(5) After submission deadline, the President will recommend assignment

of the finalized resolutions to General Council committees for committee

hearing and action. Resolutions will be printed for inclusion in delegate

packets.


The original date of submission to Resolutions Review Committee is the controlling

date. In the event a resolution is returned to the sponsor for further review and/or

action, no late resolution penalty shall apply.


Section 7. Officer Installations. On the last day of the regular session of the General

Council, the newly elected Directors, Assistant Directors, and the Retiree Local President

shall be installed. The President may designate the person or persons whom the Union

invites to administer the oaths of office and conduct the installation.


Section 8. Expenses. The authorized expenses of members of the General Council,

occasioned by their attendance at any session of the Council, are paid by the Union.



CITIZENAUDIT.ORG PAGE #0083
Section 9. Voting Between Sessions.


A vote on an issue may be required from the General Council between

sessions by either the Board or by an initiative petition signed by 20 percent

of the active membership or endorsed by 30 percent of the locals.

When a vote is required by the General Council between sessions, the Board

shall formulate the question and shall set a time for distribution and return of

written ballots containing the question. Voting shall be by those persons entitled

to vote as delegates if a special session were called.


The Executive Director shall distribute ballots to those persons entitled to

vote, together with directions for voting, and any available supporting or

opposing arguments pertinent to the question. Tally of votes and

announcements of results shall be made by the Secretary-Treasurer.


Section 10. General Council Committees.


Regular General Council Committees. The following General Council

committees are authorized: Employee Representation, Membership Affairs,

Retirement, Employee Benefits, Constitution and Bylaws, Union Operations,

Economic and Social Policy/International Affairs.


Procedural and Special General Council Committees. Other authorized

General Council committees include: Credentials, Rules, and General Council

Planning. There shall be other General Council committees as each Board of

Directors or the General Council may from time to time determine to be

necessary and authorize.


(0) Appointment of Committee Members.


(1) The President, subject to confirmation by the Board, shall

appoint the members of all General Council committees and

designate the Chairpersons thereof. The members of these

committees shall be members of the General Council; with the

following exceptions:


a. Members of the Credentials Committee may be

appointed from the membership-at-large, including retired

members of SEI U Local 503, 


b. Members of the Resolutions Review Committee shall be

appointed from delegates who attended the previous


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CITIZENAUDIT.ORG PAGE #0084
General Council and shall be appointed at least six (6)

months prior to General Council.


(2) Nominees for any statewide office (Union President, Vice

President, Secretary-Treasurer, Executive Director) shall not

serve as chairpersons of any General Council committees.


The General Council Planning Committee shall serve as the General Council

Critique Committee and shall be appointed by the President. The committee

receives suggestions on improving General Council, reviews such suggestions,

and reports its findings and recommendations to the Board within ninety (90)

days after the conclusion of General Council.


The Credentials Committee receives proof of election and passes upon the

eligibility of each delegate to the General Council.


The Rules Committee meets before the convening of General Council and

proposes rules to be adopted by the Council at its first session. The committee

may be called upon during the Council to assist the Parliamentarian in the

interpretation of rules.


Committee Handling of Resolutions. The remaining General Council

committees hear, consider, and make recommendations to the Council regarding

resolutions referred to them by the Resolutions Review Committee, the

President, or the Council.


(1) A committee may, by two-thirds vote after open debate, elect to

hold in committee any resolution assigned to it. These committees shall,

after all resolutions have been debated and voted upon in committee,

publish a list of resolutions assigned to it and the action taken on them.

This list will clearly indicate the recommendation or "held in committee"

and be distributed to all delegates.


(2) The General Council may, by simple majority, vote to call a resolution

from committee for discussion by the Council delegates during the

discussion of other resolutions from that committee or during new

business.


Section 11. The President of any General Council or Special General Council shall

appoint a parliamentarian whose sole duty shall be to keep the chairperson advised of

proper parliamentary procedure and to advise the chairperson in the form of rulings on

parliamentary questions raised during the General Council. The person selected to


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CITIZENAUDIT.ORG PAGE #0085
serve in this capacity shall do so to the exclusion of any other General Council or

Special Council office or job.


ARTI CLE XVII  FINANCIAL

Section 1. The fiscal year of the Union is October 1 through September 30.

Section 2.


Each active or staff member shall pay 1.7 percent or $5.00,

whichever is greater, of their gross salary derived from time in regular

pay status as dues to the Union.


Semi-active members may continue in good standing by continuing to pay

associate dues while on semi-active status. The semi-active member may make

payment to the Union ninety days after the end of their season.


For retiree members, dues will be no more than $4.17 per month payable

semi-annually in January and July each year. Members may make alternate

payment arrangements. Persons joining during one of the semi-annual periods

may pay prorated dues to the end of the period including the month in which

they join. Each eligible retiring member shall be sent a notice that his/her

membership will be converted to a temporary retiree membership and carried at

no cost to the member for 90 days. Included in this notice will be information on

the benefits of continuing as a retired member of SEI U Local 503, OPEU, and an

application form for continuing membership beyond the 90 days. A person

becomes a permanent member upon formal application and payment of dues

and the person is eligible in conformance with the Constitution and Bylaws and




(1) In addition to required per capita payments to SEI U, $1.00 will go to

the SEI U Local 503, OPEU General Fund, $2.67 will go to the Retiree Local

account and $0.50 will go to reimburse the cost of the retiree life

insurance policy. Members may contribute an additional $9.00 per year

($0.75 cents per month x 12 months) to Citizen Action for Political

Education (CAPE).


(2) All monies of the Retiree Local will reside in the Central Ledger

Accounting System at Headquarters.


(3) Dues amounts will be set by the R.M.C. subject to approval by the

General Council.


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CITIZENAUDIT.ORG PAGE #0086
(4) Dues payments will not be required for retired members who have

reached age seventy-five (75) and have been dues paying members

(active or retired) for the previous ten (10) years.


Each associate member shall pay $10.00 as dues to the Union.


The Board, when negotiating an affiliation agreement with an existing

organization, may negotiate the phasing in of the above dues structure over a

period of time not to exceed five (5) years.


Section 3. The amounts and structures of SEI U Local 503, OPEU dues, as stipulated in

Section 2(a) above, shall not be changed except by a vote of the active and staff

membership. A simple majority of the votes cast by the membership shall determine

the outcome. Any vote by the membership on change or restructuring of SEIU Local

503, OPEU dues shall be kept distinct from votes on other issues.


Section 4.


Out of each member or fair share payer's dues received at

Headquarters, there shall be returned to each local on a quarterly basis

the following amounts except that for each CAPE contributor in its

membership, the local shall receive an extra fifteen (15) cents per

member per month.


90 per member per month for single site locals.


70 per fair share payer per month for single site locals.

$1.10 per member per month for statewide locals.


90 per fair share payer per month for statewide locals.


In addition to the rebate system outlined above, newly organized

locals that have ratified their first contract shall be granted an initial

treasury equal to two (2) full rebate cycles based on the above formula

in order to carry out the business of their new local. This initial rebate

grant is on a one time only basis, shall be allocated from the Union's

General Fund, and is not required to be repaid. In no event will a local

receive less than $100 per quarter except as noted below.


Should a local accrue an amount equal to two (2) full years of rebates

in their account, rebates above that amount shall be redirected to the

General Fund. Locals that have more than two (2) full years of rebates

as of September 1, 2008, shall keep that balance and not receive

rebates until their account balance is lower than two (2) full years of


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CITIZENAUDIT.ORG PAGE #0087
their rebates. Locals that have one hundred members or less will be

exempt from the two year cap and be allowed to keep up to three (3)

years of their full rebates.


Should it appear to the Board that a local is artificially spending funds in a manner to

increase its rebate, it may request a full review of spending for that local by the Finance

committee, and upon a two-thirds majority vote of the Board, authorize the lower

rebate amount for the next twelve (12) months if it is determined that local reserves

have been manipulated to increase its rebate.


Section 5. Locals shall file an annual budget with Headquarters. Locals not filing an

annual budget within forty-five (45) days of the end of the fiscal year will have their

next quarterly rebate checks reduced by the following amount: 50 percent for

all quarters until the annual budget is filed with Headquarters.


Funds not rebated to locals and districts due to delinquent filing of annual budgets will

be transferred to the Unions general fund.


The exception to this procedure will occur when local financial records are being held

for audit, or other extenuating circumstances with the Union Secretary-Treasurers

approval.


Section 6. Local rebates shall not be sent to locals in inactive status.


Section 7. A member who joins in the formation of a new local is exempt from dues to

the new local for any period for which he/she has fully paid his/her dues to the local

from which he/she transfers.


Section 8. Job-Share Positions. The term "job-share" shall be defined as "one (1) full-

time position in Oregon employment held by more than one (1) employee." Each job-

share partner shall have full membership and voting rights and benefits in the Union.


Section 9. As a portion of the membership dues as provided in Section 2 of this Article,

there shall be collected from each member, as part of such cash or payroll deducted

dues a contribution of $0.75 per month for the benefit of the Union's political action

program. If the member desires that this contribution not be expended for political

action purposes and so indicates in writing, the contribution shall be paid to the Union's

scholarship fund.


Section 10. The Board shall establish and maintain a General Fund Account for


recording of all income to the Union except those funds under custodianship of the

Union.


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CITIZENAUDIT.ORG PAGE #0088
Section 11. There will be a Prudent Reserve of 16.6% (sixteen point six percent)  two

months' worth  of each years operating budget in a Special Fund. This Fund will

annually be balanced to the next budget cycle's appropriate amount. The Board shall

have the authority to authorize placement of amounts in excess of the Prudent Reserve

into the Special Fund.


The Special Fund may be augmented from any lawful source, such as gifts or the

income therefrom, and interest earned on invested funds.


Section 12. Withdrawals from the Special Fund will be made upon authorization by a

two-thirds vote of the Board.


Section 13. All Union monies shall be invested by the Union Finance Committee in such

a way as to obtain a maximum rate of interest within prudent guidelines adopted by the

Board, taking into account the requirements and policies of the Union and benefit to the

members.


Section 14. All persons who handle funds or other property of the Union, except

officers of locals using the Central Ledger System, shall be bonded under a blanket

bond which shall meet the following requirements:


Protection shall be provided against loss by reason of fraud or dishonesty on

the part of such person or through connivance with others.


The coverage shall be in an amount not less than 10 percent of the

funds and value of property handled by such person during the preceding fiscal

year, up to a maximum of $500,000.


The bond shall be individual or schedule in form.

The surety shall be a corporate surety company.


Any person not covered by such bond shall not receive, handle, disburse, or otherwise

exercise custody or control of funds or property of the Union or of a trust in which the

Union is interested. No such bond shall be placed through an agent or broker or with a

surety company in which the Union or any Officeholder, employee, agent, Union

Steward, or other representative of the Union has any direct or indirect interest. Such

surety company shall be a company, which has met the requirements to be an

acceptable surety on federal bonds.


Section 15. The Union shall compensate the Union President at a rate of $400 per

month and the Vice President and the Secretary-Treasurer at the rate of $130 per

month while in his/her respective positions.


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Section 16. The Union's revenues will be accounted for in three categories: (1) dues

and fair share money, (2) non-dues income, and (3) voluntary contributions.

Expenditures for all aspects of collective bargaining, including the necessary work for

legislative approval, for merit system benefit grievances, and discharge and discipline

cases under the statutes, shall ordinarily be paid out of dues and fair share revenues.

Expenditures for the non-bargaining aspects of the Union publications and General

Council, for programs for services and benefits for the common good of represented

employees, and for all programs limited to members only, shall ordinarily be paid out of

dues income. Voluntary contributions shall be spent as provided for by the donor.


Section 17. Each local shall record its monies spent on collective bargaining or non-

collective bargaining in accordance with the Failure of a local to record monies

spent on collective bargaining and non-collective bargaining activities shall constitute

grounds for stopping payment of rebates.


Section 18. Fifty (50) cents per dues payer per month will be put into the

Strike and .Job Protection Fund.


ARTICLE XVI - CENTRAL LEDGER ACCOUNTING SYSTEM


Section 1. The Retiree Local, and all statewide locals shall participate in the Central

Ledger Accounting System. Any other local may participate in the system on a

voluntary basis.


Section 2. Headquarters shall establish a ledger for each local participating in the

system and shall maintain a list of those officers in each local authorized to disburse

local funds.


Section 3. Headquarters shall issue checks to members and/ or vendors upon receipt of

a completed "Request for Reimbursement" form approved by two (2) authorized

officers of the involved local along with all necessary receipts.


Section 4. Headquarters shall issue advance payment for mileage from the central

ledger account when a member is required to spend his/her money on official Union

business when such a requirement would pose a hardship to the member with the

approval of appropriate officers of the involved local. Subsequent providing of all

necessary receipts to Headquarters, however, will still be required.


Section 5. A report on the disbursements and balances of all accounts in the

Central Ledger shall be made available to the appropriate officials of those locals

participating in the system.


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Section 6. Interest earned on the funds held by Headquarters in the Central Ledger

Accounting System shall be divided among the locals participating in the system. This

interest shall be prorated based on the balances in each local account at the end of

each quarter.


Section 7. The billing for the local shall be mailed to the President, Vice

President, Secretary and Treasurer of the local. If the billing is still unpaid in sixty (60)

days, a second notice will be sent to the officers giving the local twenty (20) days to

pay. If the billing is still unpaid at the end of the twenty (20) days, the Statewide

President or SecretaryTreasurer can authorize payment from the local central ledger

with a copy of the transaction to the Local Officers.


ARTICLE XIX -

REQUIREMENTS FOR LOCALS NOT USING

THE CENTRAL LEDGER ACCOUNTING SYSTEM


Section 1. Those locals that are not utilizing the Central Ledger Accounting System

assume the full responsibility of all fiscal matters, which includes but is not limited to:


Maintaining checking and savings accounts, preparing bank reconciliations,

and reporting quarterly on forms available from Headquarters.


Maintaining accurate and up-to-date cash receipts and cash disbursement

journals.


Maintaining a minute book and submitting copies of all minutes on an annual

basis to the Board for insertion in that local's Headquarters file.


Insuring that expenditures are in accordance with SEIU Local 503, OPEU's

Constitution, Bylaws, and the locals constitution and bylaws.


Filing quarterly reports with the SEI U Local 503, OPEU Secretary-Treasurer at

Headquarters within the deadlines outlined in these Bylaws. Locals will be

declared inactive upon failure to file reports for three (3) quarters.


Submitting annually Chargeable and Non-Chargeable Expense Reports in

conformity with state and federal law concerning fair share rebates by the

deadlines outlined in the Bylaws.


Making an annual audit of the local's fiscal records and providing a copy of

the audit report to Headquarters to be placed in the appropriate local file.


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CITIZENAUDIT.ORG PAGE #0091
Obtaining a federal and, if necessary, a state ID. number for reporting

purposes.


Annually filing a Form 990 with the Internal Revenue Service. (Penalty for

late filing is $10 per day to a maximum of $5,000.) A copy is to be sent to

Headquarters by February 22 of each year.


Issuing 1099's to entities that were paid amounts of $600 or more for services

or interest.


Filing county personal property tax returns where applicable.


(I) Obtaining fidelity bonds for persons handling money. Copy to be sent to

Headquarters.


Contacting appropriate city and county officials regarding other taxes for

which the local may be liable and submitting appropriate reports with copies to

Headquarters.


Section 2. Failure to perform these activities listed in Section 1 will be cause for the

Secretary-Treasurer of the Union to withhold any and all rebates until such time as the

offending local is in compliance.


Section 3. Failure to perform these activities for one (1) year will be cause for the

Secretary-Treasurer of the Union to place the offending local on the Central Ledger

System and the Secretary-Treasurer of the Union will become the authorizing signature

on the account.


Section 4. The offending local may petition the Member Representation Committee for

permission to become responsible for authorization signatures on their respective

Central Ledger Account.


ARTICLE XX - NACTI VATI ON OF LOCALS


Section 1. Failure to Fill Local Offices. Any local that has no officers may be declared

inactive by Board of Directors' action at the first meeting of the Board following:


Vacancy of the offices of President, Vice President, and Secretary-Treasurer

of the local, or


Failure of the local to elect officers as required under Bylaws Article IV,

LOCAL ELECTIONS, Sections 1 through 3.


-51-



CITIZENAUDIT.ORG PAGE #0092
Section 2. Failure to File Constitution and Bylaws. Any local that fails to file an

authenticated copy of that local's constitution and bylaws will be notified in writing by

the Union Secretary-Treasurer to file such documents within sixty (60) days of the

notice. If such documents are not filed with Headquarters in the allotted time, the

Board shall declare such local inactive at the Board's next regular meeting.


Section 3. Violation of Constitution. Any local that violates the limitations in

Constitution Article IX, LIMITATIONS, Section 1 through 4, shall be notified in writing by

the President of the Union of the specific violation. The notification shall include a

specific directive for the local to cease such action. If the local continues such

violation(s), the local shall be declared inactive at the next regular Board meeting. Prior

to such declaration, the Local President will be given twenty (20) days' written notice by

the President to appear at the Board meeting to defend the action of the local.


Section 4. Return to Active Status. A local will be returned to active status when the

Board receives acceptable evidence from the local that the circumstances causing the

inactive status no longer exist. The Board shall notify the Local President and

Headquarters of the local's active status. The notification will state the evidence on

which the Board based the decision to return the local to active status. Any local

returning from inactive to active status, shall have local funds set up in the central

ledger account.


Section 5. If the local remains inactive for six months and no steps have been taken to

reactivate the local, the Board shall appoint a trustee in accordance with Article XXI,

TRUSTEESHI P FOR LOCAL FINANCES, of the Bylaws.


ARTICLE XXI - TRUSTEESHI P FOR LOCAL FINANCES


Section 1. The Board may appoint a Trustee to take charge and control of a local or of

an affiliated body for the purpose of correcting corruption or financial malpractice,

assuring the performance of collective bargaining agreements or other duties of a

bargaining representative, restoring democratic procedures, or otherwise carrying out

the legitimate objects of the Union as defined in the Constitution and Bylaws. The

Trustee shall reconsider the status of the local to determine whether the local

has come into compliance or if continuance of the trusteeship is warranted.


Section 2. The Trustee shall be authorized and empowered to take full charge of the

financial affairs of the local or affiliated body, and to take such other action as is

necessary to preserve the local or affiliated body and its interests. The Trustee shall

report on the affairs and transactions of the local or affiliated body to the Union Finance


-52-



CITIZENAUDIT.ORG PAGE #0093
Committee. The Trustee and all of the acts of the Trustee shall be subject to the

supervision and direction of the Secretary-Treasurer.


Section 3. The local shall receive notice of the charges and be given an opportunity to

defend said actions. Upon the institution of the trusteeship all monies, books, and

property of the local or affiliated body shall be turned over to the Trustee, who shall

receipt for them.


Section 4. The Trustee shall be bonded for the faithful discharge of his or her duties

relating to the handling of funds or other property of the local or affiliated body.


Section 5. The Trustee shall take charge of all the funds, books, papers, and other

property of the local or affiliated body for which he or she shall receipt. The Trustee

shall pay all outstanding claims, properly proved, if funds are sufficient. When self-

government is restored, the Trustee shall return all funds, books, papers, and other

property to the local or affiliated body. If, however, the local or affiliated body is

dissolved by the revocation of its charter, then any balance remaining to the credit of

the local or affiliated body shall be forwarded to the Secretary-Treasurer and shall

become the property of SEI U Local 503, OPEU.


Section 6. Any local or affiliated body in trusteeship may within ten (10) days from the

institution of such trusteeship appeal to the Executive Committee by a written

communication addressed to the Secretary-Treasurer. If an appeal is so filed, the

Executive Committee shall provide for a hearing within thirty (30) days of the filing of

such appeal before the Executive Committee. The decision of the Executive Committee

shall be final and binding. Pending such decision, the trusteeship shall remain in full

force and effect.


Section 7. The Trustee shall file all reports required by the Labor-Management

Reporting and Disclosure Act of 1959 and Civil Service Reform Act of 1978 with the

Office of Labor-Management Standards.


Section 8. The Trustee shall make a full report of his or her work at each Board

meeting including but not limited to all efforts made to return the local to self-

governance.


Section 9. A formal hearing will be conducted by the Executive Committee at twelve


(12) and eighteen (18) months to determine whether adequate justification exists to

continue the trusteeship.


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CITIZENAUDIT.ORG PAGE #0094
ARTICLE XXII  POLITICAL ACTION PROGRAM


The unions political action program with respect to candidate races and expenditures

shall be administered by Gtizen Action for Political Education (CAPE) as outlined in its

constitution and bylaws who will make recommendations for endorsements to the Board

for final action by a 2/3 majority vote of the Board.


All financial matters of CAPE shall be kept separate from all other Union financial

matters, and CAPE funds shall be kept separate from all other Union funds and shall not

be commingled at any time.


A local of SEIU Local 503, OPEU may not endorse or give money to any candidate or

conduct an independent campaign that isn't authorized by the Board.


ARTICLE XXI I I - DISCRIMINATION


The Union, its officeholders, employees, agents, Union Stewards, and other

representatives, shall not discriminate, against any person because of disabilities, race,

religion, color, national origin, political belief, gender, marital status, age, or sexual

orientation.


ARTICLE XXI V - AMENDMENT OF BYLAWS

Section 1. These Bylaws may be amended, repealed, suspended, or replaced by:


Proposals to the General Council in regular session, adopted by a two-thirds

vote of the General Council, or


Initiative petition, either signed by 20 percent of the total active

membership, or endorsed by 30 percent of the locals, or endorsed by the

Board. Such petition shall be addressed to the Union and filed at Headquarters.

If it bears the required signatures or endorsements, balloting shall take place as

provided in Article XVI, THE GENERAL OOUNCI L, Section 9, Voting Between

Sessions, of the Bylaws. Adoption will be by a two-thirds vote of the

eligible delegates.


Section 2. In the event of enactment of federal or state legislation imposing obligations

on the Union as to elections, membership rights, accounting and disclosure, officer

conduct, retention of records, bonding, financial relationships of officeholders and

employees, etc., which are not already imposed by the Union's Constitution and Bylaws

and which are not within the authority of the Board to impose, the Bylaws of the Union


-54-



CITIZENAUDIT.ORG PAGE #0095
shall be deemed amended as necessary to maintain compliance with such legislation

until General Council, at its regular meeting, has had the opportunity to make the

appropriate amendments of the Bylaws.


ARTICLE XXV- PARLI AM ENTARY AUTHORITY

The rules contained in the current edition of Robert's Rules of Order Newly Revised

shall govern the Union, the Board, and Officers in all cases to which they are applicable


and in which they are not inconsistent with these Constitution and Bylaws and any

special rules of order the Union may adopt.


END OF BYLAWS


1/2009


-55-



CITIZENAUDIT.ORG PAGE #0096
 


OUR NEW SEIU LOCAL 503 UNION STRUCTURE


 


Our 2006 General Council Delegates voted to adopt a new Board Structure and then to update

our unions Constitution and Bylaws in order to implement our new structure. The structure is


briein outlined below. Details can be found in the back of this book under Bylaws, Article 10.


BOARD STRUCTURE:


In 2008, our new Board will be made up of our five (5) Statewide officers, the Retiree Local

President and ten (10) Directors who are elected by employer group and twelve (12) Directors

who are elected by geographic region (see maps on following pages and zip code break-out in

the Constitution Bylaws, Article 10). Assistant Directors will be the nexthighest vote recipients


in their employer group or region (one per each employer group and region outlined below).


Employment Sector Seats: (Seats 110One member employed by 


One member employed by an agency in the DHS Coalition of 


One member employed by an agency in the ODOT Coalition of 


One member employed by an agency in the Specials Coalition of 


One member employed by an agency in the Institutions Coalition of 


One member employed by a local government;


One member employed by a private non-profit agency;


One member in the Client Employed Provider program or a private home care agency;

One member employed by a nursing home;


One member employed as a child care provider;


Regional Seats: (Seats 11- 22, 2 seats allowed for the Greater Salem area)


11.

12.

13.

14.

15.

16.

17.

18.

19.

20.

21.


One member who works in the North Central/Eastern Oregon region;

One member who works in the South Central/Eastern Oregon region;

One member who works in the Southern Oregon region;


One member who works in the Oregon Coast region;


One member who works in the West Central Valley region;


One member who works in the East Central Valley region;


Two (2) members who work in the Greater Salem region;


One member who works in the West Salem/Polk County region;


One member who works in the North Valley region;


One member who works in the West Portland region;


One member who works in the Greater Portland region.


Statewide Officer and Retiree Local Seats: (seats 2227)


22.

23.

24.

25.

26.

27.


The Statewide President of SEIU Local 503


The Statewide Vice President of SEIU Local 503


The Statewide SecretaryTreasurer of SEIU Local 503

The Statewide Past President of SEIU Local 503


The Executive Director of SEIU Local 503 and


The President of the Retirees Local of SEIU Local 503



CITIZENAUDIT.ORG PAGE #0097
FREQUENTLY ASKED QUESTIONS ABOUT OUR BOARD RESTRUCTURE

0 Why did General Council vote to change the current structure of our union?


The current structure of SEIU Local 503, OPEU dates back thirtyseven yearsyears during

which the union and the outside world have both changed enormously. Our membership has

grown more diverse, as local government, private-non profit, homecare, nursing home and child

care workers have joined the state workers who were our earliest members. Weve gotten more

involved in politics, by choice and by necessity. Our need and opportunities for communication

among our members have grown more urgent, as the complexity of our activities has increased.

The delegates of the 2004 General Council directed the union to prepare a proposal to align our

structure with the goals and challenges that we face in the twenty-first century. The delegates of

the 2006 General Council voted to accept that plan.


0 How did the Restructure Committee get input from members?


Members of the Committee traveled all around the state and held town hall meetings to get

input about the current structure and feedback about the proposed changes. We received

dozens of suggestions and made countless changes in our plan based on those suggestions.

They also participated in discussions at District meetings, local meetings, and worksite meetings.

They got input from the staff of the union. We worked very hard to listen to all opinions. We

made most of our decisions by consensus, although in a few cases, they made decisions by

majority vote. The final plan, which was approved by a unanimous vote of Committee members,

was the committees best effort to make SEIU Local 503, OPEU union more effective, more

representative, and more able to meet the ever-changing demands on our union. The committee

worked hard to consider the consequences of every proposed change. The final result keeps

what is special about how our union functions and leaves us better able to meet our members

needs.


0 How will the Board of Directors be elected under the new structure?


Twelve members of the Board will be elected by geography, so all areas of the staterural and

urbanwill have fair representation on the Board. Ten additional members of the Board will be

elected by employer group. Each major sector of the union home care, higher education,

local government, etc.) will be guaranteed one seat on the new board. Under the current

structure, we could elect a Board with no representation for homecare workers, or a board with

100% homecare workers. The new structure guarantees that each employer group has at least

one seat. Each Board member will have an alternate, who can fill in on a temporary basis or

assume full responsibility it a Board member resigns. In addition, as in the current structure, the

statewide officers (President, Vice President, Secretary-Treasurer, Executive Director, and

Immediate Past President) and the President of the Retirees local will have seats on the Board.


0 How will the new structure facilitate communication between Board members and

the leadership of the locals?


Right now, its hard for Board members to stay in touch with the members they represent,

because in the larger Districts, Directors represent up to 10,000 members, in every sector of the

union. For the most part, Board members currently focus their communication efforts on the

small proportion of members who attend District meetings. Under the new structure,

communication will be easier because each Board member will have a clear set of local leaders

with whom they will be expected to communicate. Members elected from the employer groups

will be expected to stay in touch, primarily by phone, with the local leaders from the locals in their

employer groups. Members elected from geographic regions will be expected to stay in touch,



CITIZENAUDIT.ORG PAGE #0098
primarily by phone, with the local leaders in their geographic area (which will be significantly

smaller than most of the current Districts). No structure can guarantee good communication. But

communication works better when leaders have a clear list of folks to stay in touch with, and

when those folks start out with a common bond they do the same kind of work, or they live in

the same region of the state.)


0 How will we work on community-based issues under the new structure?


We will set up Community Action Centers" (CACs) throughout the state, in approximately fifteen

locations. The CACs will hold regional meetings, where members who share the same

community come together to discuss and make plans to address issues of local concern, like

community events, local political issues, and how we can support other union members in the

area. The members in each CAC will set their own agenda, with help from a staff advisor. They

will decide who facilitates meetings and when meetings will be held. The Committee believes

that more members will participate in CACs than currently participate in Districts. Since there will

be upwards of fifteen CAC's. smaller communities will have their own CACs. That means less

driving to get to a CAC meeting than to a District meeting. Also, the agendas for the CAC

meetings will be issues of immediate local concern. The CAC's will not be involved in the

governance of the union, but rather in the day to day issues that affect members in their

communities.


0 Who will represent me on the Board of Directors, and how can I run for the Board?


Each member will vote for two (2) representatives on the Board. One will be the representative

from your employer group higher education, homecare, etcfrom

your geographic region. The second will be from your geographic region, which may or may not

be from your employer group. You may run for the Board either to represent your employer

group or your geographic area.


0 What happens to the Districts under the new structure?


Districts will be eliminated in 2008. While the Committee recognizes that Districts have served an

important function in our union and have done important work, we also recognized that a small

minority of our members participate in Districts. Many more members participate in union

activities through their locals, which will not be changed by this plan. The important community

based work currently done in some Districts will be taken over by the Community Action Centers.


0 How will the restructure plan affect my local or my relationship with my organizer?


It went. The restructure plan doesnt affect locals, which will continue to elect officers and

function as they do currently. It doesnt affect organizers assignments, which are determined by

the Executive Director, except that some organizers will take on responsibilities as staff advisors

to Community Action Centers, and some organizers will be relieved of responsibilities as staff

advisors to Districts.


0 What about District and Community Action Center (CAC) funding?


It funds remain in District accounts in 2008, they will be split, with 50% going to the General Fund.

and 50% being divided among the locals on a per capita basis. The administrative expenses of

running the CAC's (food, room rentals, mileage, etc.) will be paid out of the General Fund.

Charitable contributions, community event sponsorships, training requests, special project costs,

and other expenses that are currently handled by the Districts will be referred to the statewide

Finance Committee, which already considers many similar requests. This will free up the CACs



CITIZENAUDIT.ORG PAGE #0099
to focus on activities that build the union and involve members rather than on budgeting and

funding.


0 Why dont the CAC's have more structure?


The Committee deliberated extensively over how to structure the CACs and determined that

flexibility is the best approach. A CAC in Baker City might meet less frequently than a CAC in

Portland. A CAC might meet more frequently in the middle of a hotly contested political campaign

than in the political off-season. And, the Committee wanted to make sure that the CACs can set

their own agendas, based on the needs of the members and the community. CACs should not

get bogged down in budgets, elections, minutes, funding requests and governance documents.

In some ways, the model for the CACs is the Regional Strategy Committees that meet during the

contract campaigns. In part because these committees are flexible, they adapt to the

needs of the campaign and focus on designing and implementing campaign strategies. The

CACs will be different than the Regional Strategy Committees, since they include all sectors of

the union and they will not be defined around a specific campaign. But like the Strategy

Committees, they will choose their facilitators, set their agendas, and stay flexible to adapt to

members needs.


0 How will the change affect 


CAPE (Citizen Action for Political Education) is SEIU Local 503, OPEUs political action

committee. The restructure resolution does not have a direct effect on CAPE, since changing

CAPE is not within the Restructure Committees mandate. Currently, CAPEs statewide

leadership body is elected out of the unions six Districts. Since the Districts will be eliminated

under the new structure, CAPE leaders may decide to change their own structure to adapt to the

changes in the union as a whole. Both the Chair and the current SecretaryTreasurer of CAPE

serve on the Restructure Committee. Both have expressed optimism that CAPE can adapt to

and be strengthened by the changes in the restructure resolution, the elected CAPE Board will

decide on the specifics of adapting to our new structure.


0 How will the change affect the unions statewide committees?


Currently, each District elects one member to each of the union's statewide committees. This

tends to limit committee participation to the relatively small group of members who participate in

District meetings. In addition, we have lots of vacancies on our committees, since sometimes

there is not interest among the attendees of a particular District in a particular committee.


Under the new structure, volunteers for committee positions will be recruited through

announcements in the unions newspaper, The 503 Voice, and through a mailing sent to all local

presidents. From among the volunteers, the statewide President will nominate committee

members who reflect the diversity of our membership, both in terms of geography and employer

groups. The Board of Directors will have the authority to approve or reject the Presidents

nominations.


o How were the boundaries drawn for the regional Board seats?


The boundaries are based on the zip code of where members work, with a few exceptions. Child

care and home care workers are placed in geographic regions based on where they live. Other

members who work and live in different regions may elect to vote from the region in which they

live rather than where they work.



CITIZENAUDIT.ORG PAGE #0100
The regions are balanced in size. Each region includes approximately 2200 dues-paying

members. They reflect an effort to make the boundaries follow legislative district lines, and to

keep local government jurisdictions Jackson County and Baker County) united within one

region. They also reflect an effort to accommodate concerns raised by members at the town hall

hearings to keep certain communities of interest"like the coastal regionintact. It was

impossible to meet every concern that was raised, because they sometimes contradicted each

other, but it's fair to say that every concern was considered seriously. Unlike the CACs and unlike

the current Districts. the regional boundaries exist ONLY for the purpose of determining which

members vote for which Board representatives. There will not be any meetings based on these

boundaries.


0 What other factors were taken into account?


The new structure balances the need for geographic diversity with the need to ensure

representation for all employer groups. The board is a manageable size (28 members), and like

in the current system, members will directly elect our representatives on the Board through mail

ballot. In designing the plan, lots of attention was paid to simplicity, since members told us that

the current structure is hard to understand. The Committee tried to avoid adding layers of

bureaucracy or to establish more meetings, more positions, or more governing documents. One

goal of the new structure is to maximize the amount of our energy and resources that go toward

implementing the program of the unionthe actual work that enables us to make progress for

ourselves, our families, and our communities.


0 When it comes to employer groups, why do home care and private nonprofits each

get one seat on the Board, even though there are many more home care workers in

the union than private non-profit agency employees?


Right now, no employer group has a guarantee of even one seat on the Board. By guaranteeing

one seat per group in the new structure, we guarantee that every group has a voice. That's a

huge step forward from the current system, where at times, significant groups of workers have

had no representation at all. If we had guaranteed more seats for the larger groups, then we

would not have been able to guarantee seats by geography and still ensure a reasonable Board

snze.

Text from 2007/09 EO 990 (filed 2009/01), extracted with optical character recognition (see PDF)

 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - 





 


Form990

E


Department ofthe


Treasury


Internal Revenue


SerVIce


A For the 2006 calendar year, or tax year beginning 10-01-2006


B Check if applicable

Address change


i Name change

Initial return

Final return


Amended return


benefit trust or private foundation)


 


and ending 09-30-2007


Return of Organization Exempt From Income Tax


Under section 501(c), 527, or 4947(a)( 1) of the Internal Revenue Code (except black lung


OMB No 1545-0047


2006


 


organization may have to use a copy ofthis return to satisfy state reporting reqUIrements Open to 

Inspection


 


 


D Employer identication number


93-0323147


 


 


 


E Telephone nu mber


(503) 581-1505


 


 


 


 


C Name of organization

Please SEIU Local 503 Oregon Public Employees Union

rife? Oregon Public Employees Union

:rint 2: Number and street (or P 0 box if mall IS not delivered to street address) Room/swte

type_ See PO BOX 12159

Specific

Instruc- City or town, state or country, and ZIP 4

tions. SALEM, OR 97309


 


 


Application pending


G Web site: Ir (lower Case)


II Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable

trusts must attach a completed Schedule A (Form 990 or 990-EZ).


 


J Organization type (check only one) F- IV 501(c) (5) 1 (Insert no)


I 4947(a)(1) or 527


 


K Check here l_ if the organization is not a 509(a)(3) supporting organization and its gross receipts are

normally not more than 25,000 A return is not reqUIred, but if the organization chooses to file a return,

he sure to file a complete return


FAccounting method Cash '7 Accrual

Other (speCIfy) II-


 


H and I are not applicable to section 527 organizations


H(a) Is this a group return for affiliates? Yes


l7No


H(b) If "Yes" enter number of affiliates If


Are all affiliates included?


I Yes No


(If attach a list See 


H(d)


Is this a separate return filed by an organization

covered by a group ruling?


I7 Yes I No


 


I Group Exemption Numberh 0932


 


 


L Gross receipts Add lines 6b, 8b, 9b, and 10b to line 12 h- 21,423,913


 


M Check l7 if the organization is not reqUIred to

attach B (Form 990, 990EZ, or 990PF)


 


m Revenue, Expenses, and Changes in Net Assets or Fund Balances (See the instructions.)


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


1 Contributions, gifts, grants, and Similar amounts received

a Contributions to donoradVIsed funds . . . . . 1a

b Direct public support (notincluded online 1a) . . . 1b

c Indirect public support (not included on line 1aGovernment contributions (grants) (not included on line 1a) 1d

e Total (add lines 1a through 1d) (cash noncash 1e

2 Program serVIce revenue including government fees and contracts (from PartVII,|ine 93) 2 786,150

3 Membership dues and assessments 3 18,539,319

4 Interest on sayings and temporary cashinvestments 4 31,971

5 DiVidends and interest from securities 5 269,716

6a Grossrents . . . . . . . . . . . . . . 6a

b Less rental expenses 6b

c Net rental income 6b fromline 6a 6c

g 7 Other investment income (describe Ii- 7

LE 8a Gross amount from sales ofassets (A)Securities (B)Other

'55 otherthan inventory 1,467,701 8a 4,001

b Less cost or other ba5is and sales expenses 1,290,362 8b 2,858

c Gain or (loss) (attach schedule) E 177,339 8c E 1,143

d Net gain 8c,columns (A)and (B) 8d 178,482

9 SpeCIal events and actiVities (attach schedule) Ifany amount is from gaming, check here Ir]

a Gross revenue (not including of

contributions reported on line 1bLess direct expenses other than fundraismg expenses 9b

c Netincome Subtractline 9bfromline 9a 9c

10a Gross sales ofinventory, less returns and allowances 10a

b Less cost ofgoods sold 10b

c Gross profit or (loss) from sales of inventory (attach schedule) Subtract line 10b from line 10a 10c

11 Other revenue (from Part VII,|ine 103) 11 325,055

12 TotalrevenueAdd lines 1e,2,3,4,5,6c,7,8d,9c,10c,and 11 12 20,130,693

13 Program serVIces (fromline 44,column 13

14 Management and general (from line 44, column 14

E 15 Fundraismg (fromline 44,column 15

Lii 16 Payments to affiliates (attach schedule) E . 16 4,329,020

17 TotalexpensesAdd lines 16 and 44, column (A) 17 20,108,351

18 Excess or (defICIt) for the year Subtract line 17 from line 12 18 22,342

E 19 Net assets orfund balances at beginning ofyear (from line 73, column 19 12,997,975

2% 20 Other changes in net assets or fund balances (attach explanation) E . 20 60,625

E 21 Net assets orfund balances atend ofyearCombinelines 18,19,and 20 21 13,080,942


 


For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.


Cat No 11282Y


Form 990 (2006)



CITIZENAUDIT.ORG PAGE #0003
Form 990 (2006)


m Statement of


Page 2


 


Functional Expenses


for others (See the Instructions.)


All organizations must complete column (A) Columns (B), (C), and (D) are reqUIred for section

501(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional


 


Do not include amounts reported on line


(B) Program


(C) Management


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


6b, 8b, 9b, lab, or 15 of Part I. (A) Tta' semces and genem. (D) Fundraismg

22a Grants paid from donor adVIsed funds (attach Schedule)

(cash noncash 

If this amount includes foreign grants, check here 22a

22b Other grants and allocations (attach schedule) E

(cash $63,625 noncash 

If this amount includes foreign grants, check here 22b 63,625

23 SpeCIfic aSSIStance to indIVIduaIs (attach schedule) 23

24 Benefits paid to or for members (attach schedule) 24

25a Compensation ofcurrent officers, directors, key employees

etc Listed in Part V-A (attach schedule) 25a 666,322

b Compensation offormer officers, directors, key employees

etc listed in Part V-B(attach schedule) 25b

c Compensation and other distributions not icluded above to

disqualified persons (as defined under section 4958(f)(1)) and

persons described in section 4958(c)(3)(B) (attach schedule) 25C

26 Salaries and wages ofemployees notincluded

on lines 25a, b and c 26 5,565,939

27 Pen5ion plan contributions not included on

lines 25a, b and c 27 771,611

28 Employee benefits not included on lines

25a - 27 28

29 Payroll taxes 29

30 Professmnal fundraismg fees 30

31 Accounting fees 31

32 Legal fees 32

33 Supphes 33

34 Telephone 34

35 Postage and shipping 35

36 Occupancy 36

37 EqUIpment rental and maintenance 37

38 Printing and publications 38

39 Travel 39

40 Conferences, conventions, and meetings 40

41 Interest . 41

42 DepreCIation, depletion, etc (attach schedule) '5 42 418,573

43 Other expenses not covered above (itemize)

a See Additional Data Table 43a

Total functional expenss. Add lines 22a through 43g

(Organizations completing columns carry these totals

44 15,779,331


to lines 1315) - - -


 


 


 


 


 


 


Joint Costs. Check h- if you are followmg SO P 98-2


Are any Jomt costs from a combined educational campaign and fundraismg soIICItation reported in (B) Program serVIces7


If"Yes," enter the aggregate amount ofthese Jomt costs 

the amount allocated to Management and general 


b- I_Yes |_No


(ii) the amount allocated to Program serVIces 

and (iv) the amount allocated to Fundraismg 


1


 


Form 990 (2006)



CITIZENAUDIT.ORG PAGE #0004
Form 990 (2006)


Page 3


 


m Statement of Program Service Accomplishments (See the instructions.)


 


Form 990 Is available for publIc Inspection and, for some people, serves as the prImary or sole source ofinformation about a particular

organization How the public perceives an organization In such cases may be determined by the information presented on Its return

Therefore, please make sure the return is complete and accurate and fully describes, In Part the organizatIons programs and


accomplishments


 


What Is the organizatIon's primary exempt purpose? hr LA 50 R UNIO N o REGON EM PLOYEES

All organizations must describe their exempt purpose achievements In a clear and conCIse manner State the number of clients served,


publications issued, etc DIscuss achievements that are not measurable (Section 501(c)(3) and (4) organizations and 4947(a)(1) nonexempt


 


charitable trusts must also enter the amount of grants and allocations to others 


Program Service

Expenses

(ReqUIred for 501(c)(3) and

(4) orgs and 4947(a)(1)

trusts, but optIonal for

others 


 


a THE ORGANIZATION IS A LABOR UNION, REPRESENTING THE INTERESTS OF 34,495 SERVICE


EMPLOYEES IN THE STATE OFOREGON


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


(Grants and allocations Ifthis amount Includes foreign grants, check here in- l

b


(Grants and allocations Ifthis amount Includes foreign grants, check here in- l

c


(Grants and allocations Ifthis amount Includes foreign grants, check here h- l

d


(Grants and allocations Ifthis amount Includes foreign grants, check here h- l

e Other program serVIces (attach schedule)


(Grants and allocations Ifthis amount Includes foreign grants, check here in- l

f Total of Program Service Expenses (should equal line 44, column (B), Program serVIces) ll-


 


Form 990 (2006)



CITIZENAUDIT.ORG PAGE #0005
 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990(2006) Page4

Balance Sheets (See the instructions.)

Note: Where reqmred, attached schedules and amounts Within the description (A) (B)

column should be for end-of-year amounts only. Beginning of year End of year

45 Cashnon-interest-bearing 187,165 45

46 Savmgs and temporary cash Investments 1,856,480 46 2,371,931

47a Accounts receivable . . . . . 47a 1,804,306

b Less allowance for doubtful accounts 47b 1,518,427 47: 1,804,306

48a Pledges receivable . . . . . . 48a

b Less allowance for doubtful accounts 48b 48c

49 Grants receivable 49

50a Receivables from current and former officers, directors, trustees, and

key employees (attach schedule) 50a

b Receivables from other disqualified persons (as defined under section

4958(c)(3)(B) (attach schedule) 50b

51a Other notes and loans receivable (attach

scheduleLess allowance for doubtful accounts 51b 51:

E 52 Inventories for sale or use 52

d: 53 Prepaid expenses and deferred charges 64,060 53 52,917

54a Investmentspublicly-traded securities h- Cost '7 FMV 5,627,713 54a 4,293,178

b Investmentsother securities (attach schedule) Ir Cost '7 FMV 635,492 54b 1,378,902

553 Investmentsland, bUIldings, and

eqUIpment ba5is . . . . . . 553

b Less accumulated depreCIation (attach

scheduleInvestmentsother (attach schedule) 56

57a Land, bUIldings, and eqUIpment ba5is 57a 7057255

b Less accumulated depreCIation (attach

schedule57b 2'411'133 4723504 57: 44345123

58 Other assets, including program-related investments

(describe 

761,687 58 1,353,242

59 Total assets (must equal line 74) Add lines 45 through 58 15,374,628 59 15,910,599

60 Accounts payable and accrued expenses 1,614,965 60 1,476,415

61 Grants payable 61

62 Deferred revenue 62

,n 63 Loans from officers, directors, trustees, and key employees (attach

I schedule) 63

1: 64a Tax-exempt bond liabilities (attach schedule) 64a

b Mortgages and other notes payable (attach schedule) 64b

65 Other liablilities (describe hu- 761,687 65 1,353,242

66 Total IiabilitiesAdd lines 60 through 65 2,376,653 66 2,829,657

Organizations that follow SFAS 117, check here h- l7 and complete lines

67 through 69 and lines 73 and 74

g 67 Unrestricted 12,997,975 57 13,080,942

lag-J 68 Temporarily restricted 68

g 69 Permanently restricted 69

E Organizations that do not follow SFAS 117, check here hr and

LE complete lines 70 through 74

E 70 Capital stock, trust prinCIpal, or current funds 70

E 71 Paid-in eqUIpment fund 71

E 72 Retained earnings, endowment, accumulated income, or otherfunds 72

E 73 Total net assets or fund balances Add lines 67 through 69 or lines 70

g through 72 (Column (A) must equal line 19 and column (B) must equal

line 21) 12,997,975 73 13,080,942

74 Total liabilities and net assets fund balances Add lines 66 and 73 15,374,628 74 15,910,599


 


 


 


 


 


Form 990 (2006)



CITIZENAUDIT.ORG PAGE #0006
 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990(2006) Page5

Part IV-A Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See

the instructions.)

a Total revenue, gaIns, and other support per audIted fInanCIal statements a 20,229,396

b Amounts Included on |Ine a but not on Part I, |Ine 12

1 Net unreallzed gaIns on Investments b1 60,625

2 Donated serVIces and use b2

3 Recoveries of prIor year grants b3

4 Other(speCIfy)

b4 38,078

Add |Ines b1through b4 b 98,703

SubtractlInebfromlInea c 20,130,693

cl Amounts Included on Part I, |Ine 12, but not on |Ine a

1 Investment expenses notIncluded on PartI,|Ine

6b d1

2 Other(speCIfy)

d2

AddlInes d1and d2 d 98,703

e Total revenue (PartI,|Ine 12) AddlInes cand 20,130,693

Part IV-B Reconciliation of Expenses per Audited Financial Statements With Expenses :Ier Return

a Total expenses and losses per audIted fInanCIal statements a 20,146,429

b Amounts Included on |Ine a but not on Part I, |Ine 17

Donated serVIces and use b1

2 PrIoryear adjustments reported on PartI,|Ine

20 b2

3 Losses reported on Part I, |Ine

20 b3

4 Other(speCIfy)

b4 38,078

Add |Ines b1through b4 b 38,078

SubtractlInebfromlInea c 20,108,351

d Amounts Included on Part I, |Ine 17, but not on |Ine a:

1 Investment expenses notIncluded on PartI,|Ine

6b d1

2 Other(speCIfy)

d2

Add |Ines d1 and d2 d

e Total expenses(PartI,lIne 17) Add |Inescand 20,108,351

Current Officers, Directors, Trustee


 


 


 


s, and Key Employees (LIst each person who was an ofcer,


dIrector, trustee, or key employee at any tIme durIng the year even If they were not compensated.) (See the


instructions.)


 


(A) Name and address


(B) TItle and average hours

per week devoted to pOSItIon


(C) Compensatlon

(If not paid, enter -0-.)


(D) ContrIbutIons to


employee benet plans 

deferred compensatlon


plans


(E) Expense

account and other

allowances


 


See AddItIonal Data Table


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990 (2006)



CITIZENAUDIT.ORG PAGE #0007
Form 990(2006) Page6

m Current Officers, Directors, Trustees, and Key Employees (continued) Yes No


75a Enter the total number of officers, directors, and trustees permitted to vote on organization busmess at board


 


 


meetings . . . . . . . . . . . . . . . . . . . . .h-23


b Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated

employees listed in Schedule A, Part I, or highest compensated professmnal and other independent

contractors listed in Schedule A, Part II-A or II-B, related to each other through family or busmess


relationships? If"Yes," attach a statement that identifies the indiViduals and explains the relationship(s) . 75b No


 


c Do any officers, directors, trustees, or key employees listed in Form 990, Part VA, or highest compensated

employees listed in Schedule A, Part I, or highest compensated professmnal and other independent

contractors listed in Schedule A, Part IIA or IIB, receive compensation from any other organizations, whether


tax exempt or taxable, that are related to the organization? See the instructions forthe definition of"re|ated 75c No




 


IfYes," attach a statement that includes the information described in the instructions


 


 


 


d Does the organization have a written conflict ofinterest policy75d Yes

Part V-B Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other

Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits

(described below) during the year, list that person below and enter the amount of compensation or other

benefits in the appropriate column. See the instructions.)


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


(D) Contributions to

(C) Compensation employee benefit plans (E) Expense account and

(A) Name and address (B) Loans and Advances (If not paid enter 70* and deferred compensation other allowances

plans


m Other Information (See the instructions.) Yes No

76 Did the organization make a change in its actIVIties or methods of conducting actIVIties7 If "Yes," attach a


detailed statement of each change . . . . . . . . . . . 76 N o


77 Were any changes made in the organizmg or governing documents but not reported If"Yes," attach a conformed copy ofthe changes

783 Did the organization have unrelated busmess gross income of $1,000 or more during the year covered by this retum7 - - - 78a Yes


. . . . . . . . . . . 78b Yes


 


 


79 Was there a liqUIdation, dissolution, termination, or substantial contraction during the year? If "Yes," attach


a Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 N O


 


803 Is the organization related (other than by assooation With a stateWIde or nationWide organization) through common membership,


governing bodies, trustees, officers, etc to any other exempt or nonexempt organizationIf"Yes," enterthe name ofthe organization h- CITIZEN ACTION By EMPLOYEES


 


and check whether it is l7 exempt or I nonexempt


 


81a Enter direct or indirect political expenditures (See line 81 instructions) . . . 81a 146,038

b Did the organization file Form 1120-POLforthis yearForm 990 (2006)


 


 


 


 



CITIZENAUDIT.ORG PAGE #0008
 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990(2006) Page7

m Other Information (continued) Yes No

82a the organization receive donated serVIces or the use ofmaterials, equipment, or faCIlitIes at no charge or

atsubstantially less than fair rentalvalue7 82a No

b If "Yes," you may Indicate the value of these Items here Do not Include this amount as revenue

In Part I or as an expense In Part 11 (See Instructions In Part 82b

83a the organization comply WIth the public Inspection reqUIrements for returns and exemption applications? 83a Yes

b the organization comply WIth the disclosure reqUIrements relating to qUId pro quo contrIbutIons7 83b Yes

84a the organization solICIt any contributions or gifts that were not tax deductible7 84a Yes

b If"Yes," did the organization Include With every solICItation an express statement that such contributions or

gifts were not tax deductible7 84b Yes

85 501(c)(4), (5), or (6) organizations. a Were substantially all dues nondeductible by members? 85a No

b the organization make only In-house lobbying expenditures of$2,000 orless7 85b No

If"Yes," was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization

received a waiver for proxy tax owed the prior year

c Dues assessments, and Similar amounts from members 85c 0

d Section 162(e) lobbying and political expenditures 85d 0

e Aggregate nondeductible amount ofsection 6033(e)(1)(A) dues notices 85e 0

f Taxable amount oflobbying and political expenditures (line 85d less 85e) 85f 0

9 Does the organization elect to pay the section 6033(e)tax on the amount onlIne 85f? 859 No

h Ifsection 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85fto Its

reasonable estimate ofdues allocable to nondeductible lobbying and political expenditures for the followmg tax

year?J

85h No

86 501(c)(7) orgs. Enter a InitIatIon fees and capital contributions Included on line 12 86a

b Gross receipts, Included on line 12, for public use ofclub 86b

87 501(c)(12) orgs. Enter a Gross Income from members or shareholders 87a

b Gross Income from other sources (Do not net amounts due or paid to other

sources against amounts due or received from them) 87"

88a At any time during the year, did the organization own a 50% or greater Interest In a taxable corporation or

partnership, or an entity disregarded as separate from the organization under Regulations sections 301 7701-2

and 301 7701-37 If"Yes," complete Part IX

88a Yes

b At any time during the year, did the organization directly or Indirectly own a controlled entity Within the meaning

ofsection 512(b)(13)7 Ifyes complete Part XI

88b No

89a 501(c)(3) organizations Enter Amount of tax Imposed on the organization during the year under

section 4911 section 4912 section 4955 

b 501(c)(3) and 501(c)(4) orgs. Did the organization engage In any section 49 58 excess benefit transaction during

the year or did It become aware ofan excess benet transaction from a prior year? If"Yes," attach a statement

explaining each transaction 89b

c Enter Amount oftax Imposed on the organization managers or disqualified persons

during the year undersections 4912,4955,and 4958 II- 0

11 Enter Amount oftax on line 89c, above, reimbursed by the organization h-

e All organizations. At any time during the tax year was the organization a party to a prohibited tax shelter

transaction?

89e

f All organizations. Did the organization achIre direct or Indirect Interest In any applicable Insurance contract?

89f No

9 For supporting organizations and sponsoring organizations maintaining donor adVIsed funds. Did the supporting

organization, or a fund maintained by a sponsoring organization, have excess busmess holdings at any time

during the year7

899 No

90a List the states With which a copy return Is flled h-

b Number ofemployees employed In the pay period that Includes March 12,2006 (See 90b 133

Instructions)  

91a The books are In care oft- JIM GREER Telephone no In- (503) 581'1505

PO BOX 12159

Located at p Sa'em: 0R ZIP +4 I, 97309

b At any time during the calendar year, did the organization have an Interest In or a Signature or other authority

overafinanCIalaccount Inaforelgn country (such as a bank account,securities account, orotherfinanCIal Yes No

account)7 91b N0


 


IfYes," enter the name ofthe foreign country h-


See the Instructions for exceptions and filing reqUIrements for Form TD F 90-22.1, Report of Foreign Bank and

FinanCIal Accounts


 


 


 


Form 990 (2006)



CITIZENAUDIT.ORG PAGE #0009
 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990(2006) Page8

m Other Information (continued) Yes No

c At any time during the calendar year, did the organization maintain an office outSIde ofthe United States7 I 91c No

IfYes," enter the name ofthe foreign country h-

92 Section 4947(a)(1) nonexempt charitable trusts fIlIng Form 990 In lIeu of Form 1041C heck here . . . Ir I

and enterthe amount oftax-exempt interest received oraccrued during the tax year h- l 92 I

Analysis of Income-Producing Activities (See the instructions.)

Note: Enter gross amounts unless otherw,se ,ndlcated_ Unrelated busmess income Excluded by section 512, 513, or 514 (E)

(A) Related or

Busmess (B) Exclu5ion (D) exempt fU "Ctlon

code Amount code Amount Income

93 Program serVIce revenue

a homecare benefits admin 725,643

b Miscellaneous Income 60,507

c

d

e

f Medicare/Medicaid payments

9 Fees and contracts from government agenCIes

94 Membership dues and assessments 18,539,319

95 Interest on savmgs and temporary cash investments 14 31,971

96 DIVIdends and interest from securities 14 269,716

97 Net rental income or (loss) from real estate

a debt-financed property

b non debt-nanced property

98 Net rental income or (loss) from personal property

99 Other investment income

100 Gain or (loss) from sales of assets otherthan inventory 18 178,482

101 Net Income or (loss) from speCIal events

102 Gross profit or (loss) from sales ofinventory

103 Other revenue a 524298 981358

b ADVERTISING 541800 6,075

c SEIU SubSIdIary 220,622

104 Subtotal (add columns (B), (D), and 104,433 480,169 19,546,091

105 Total (add line 104, columns (B), (D), and h- 20,130,693


Note: Line 105 plus lIne 1e, Part I, should equal the amount on line 12, Part I.


 


m Relationship of Activities to the Accomplishment of Exempt Purposes (See the instructions.)


Line No_ Explain how each actIVIty for which Income IS reported in column (E) ofPart VII contributed importantly to the accomplishment


ofthe organization's exempt purposes (other than by prOVIdlng funds for such purposes)


 


 


 


 


 


93B ORGANIZATION SUPPORTS VARIOUS ACTIVITIES AND STRIVES TO IMPROVE INTRA-UNION COMMUNICATIONS

93a The organization prowdes insurance benefits to the union's home care members


94 as a labor union, the organization prOVIdes various serVIces to their members, including collective bargaining

103C The organization PROMOTEs STATE-WIDE UNION prOJects, serVIces and benefits fortheir members


 


m Information Regarding Taxable Subsidiaries and Disregarded Entities (See the instructions.)


 


 


 


 


 


 


 


 


 


 


 


(A) (B) (D) (E)

Name, address, and EIN of corporation, Percentage of Endofyear

Nature of actIVIties Total income

partnership, or disregarded entity ownership interest assets

HUBB LLC

PO Box 12159

Salem, 0R97309 10000 00 admin of Union health care benefits 757,613 771,063

200573997

D/o





Information Regarding Transfers Associated with Personal Benefit Contracts (See the

instructions.)

(3) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Yes '7 No

the organization, during the year, pay premiums, dIrectly or indirectly, on a personal benefit contract? I Yes I7 N0


NOTE:


If "Yes to le Form 8870 and Form 4720 (see Instructions).


 


Form 990 (2006)



CITIZENAUDIT.ORG PAGE #0010
Form 990 (2006)


Page 9

Information Regarding Transfers To and From Controlled Entities Complete only if the organization is

a controlling organization as defined in section 512(b)(13)


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Yes No

106 Did the reporting organization make any transfers to a controlled entity as defined In section 512(b)(13) of

the Code? If"Yes," complete the schedule below for each controlled entity

(A) (B) (C) (D)

Name and address of each Employer Identification Description of Amount of t ransfer

cont rolled entity Number transfer

Totals

Yes No

107 Did the reporting organization receive any transfers from a controlled entity as defined In section 512(b)(13) of

the Code? If"Yes," complete the schedule below for each controlled 

(A) (B) (C) (D)

Name and address of each Employer Identification Description of Amount of t ransfer

cont rolled entity Number transfer

Totals

Yes No

108 Did the organization have a binding written contract In effect on August 17, 2006 covering the Interests, rents,

royalties and annUItIes described In question 107 above?

Under penalties of perjury, Ideclare that I have examined thIS return, Including accompanying schedules and statements, and to the best of my knowledge

and belief, It IS true, correct, and complete Declaration of preparer (other than officer) Is based on all Information of preparer has any knowledge

Please 2008.02.15

Sign Sig nature of officer Date

Here

leslie frane executive director

Type or name and title

Date Pre arers SSN or PTIN See Gen Inst W

Preparer's  D Id K CPA Chlfeck If p 

SI nature ona "9 se 

Pa Id 9 empolyed II 

Prepa rer's

FIrms name (or yours

use If selfemployed),  EIN h,

only address, and ZIP 4 AKT LLP

1011 CommerCIal St NE 120 Phone no r (503) 585_7774

Salem, OR 973011085


 


 


 


Form 990 (2006)



CITIZENAUDIT.ORG PAGE #0011
Additional Data


Form 990, Part II, Line 43 - Other expenses not covered above (itemize):


Software ID:


Software Version:


EIN:

Name:


93-0323147


SEIU Local 503 Oregon Public Employees Union

Oregon Public Employees Union


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Do not include amounts reported on line (A) Total (B) Program (C) Management (D) Fundraising

6b, 8b, 9b, lab, or 16 of Part 1. services and general

a Member Rebates 43a 413,236

b General 43b 40,824

c Bargaining and Training 43c 693,967

d Dues and Rebates 43d 25,250

e Executive Department 43e 1,493,817

f O rganizmg Department 43f 2,254,647

9 Government Research Department 439 371,362

h Public Relations Department 43h 709,002

i Administrative Department 43i 2,174,438

j Salem Office 43j 1,128,368

k Portland Office 43k 1,217,869

I Eugene Office 43l 804,031

m Medford Office 43m 255,898

n Pendleton Office 43n 254,274

0 Less Scholarships and Donation 430 -63,625

p Income Taxes 43p 66,359

q Fair Share Advance Reduction Payment 43q 132,984

r Homecare 43r 721,588

5 Member Governance 435 169,856

t Issues Funding 43t 1,314,905

u H omecare Benefits A dmin 43u 614,298

v Nursmg Home 43v 247,752

w Childcare 43w 254,040

x General ActiVity 43x 1,992

y Less Salaries and Compensation 43y -6,232,260

2 Less Pen5ion Expense 432 771,611


 


 



CITIZENAUDIT.ORG PAGE #0012
Form 990, Part V-A - Current Officers, Directors, Trustees, and Key Employees:


 


(A) Name and address


(B) Title and average

hours per week devoted

to position


(C) Compensation

(If not paid, enter -0-

-)


(D) Cont ributions to

employee benefit

plans deferred


compensation plans


(E) Expense

account and at her

allowances


 


 


 


 


 


 


 


 


 


 


p0 BOX 12159

97309


 


 


100


 


 


 


Joe PRESIDENT 71,080 0 2,940

pO BOX12159 4000


97309


IInda burgln SECRETARY- 1,560 0 0

PO BOX 12159 TREASURER


97309 1 00


leslle frane DIrector 84,676 20,175 4,260

PO BOX12159 4500


97309


Peppers AsstExec 81,014 27,565 2,940

PO BOX 12159 4500


97309


Joye DIRECTOR 0 0 0

PO BOX12159 100


97309


DrJames Greer Flnance dlrector 65,616 20,737 4,260

pO BOX 12159 4500


salem,OR 97309


kathle best past preSIdent 54,701 15,678 4,260

PO BOX12159 4500


97309


PAULA ALLEN DISTRICT DIRECTOR 0 0 0

PO BOX 12159 100


97309


saundra mles-grantham DIRECTOR 0 0 0

p0 BOX12159 100


97309


glna santacroce DIRECTOR 0 0 0


 


 



CITIZENAUDIT.ORG PAGE #0013
Form 990, Part V-A - Current Officers, Directors, Trustees, and Key Employees:


 


(A) Name and address


(B) Title and average

hours per week devoted

to position


(C) Compensation

(If not paid, enter -0-

-)


(D) Cont ributions to

employee benefit

plans deferred


compensation plans


(E) Expense

account and at her

allowances


 


 


 


 


 


 


 


 


 


 


PO BOX 12159

97309


 


 


100


 


holly fries DIRECTOR 0

PO BOX 12159 100


97309


farrell DIRECTOR 0

PO BOX 12159 100


97309


melody DIRECTOR 0

PO BOX 12159 100


97309


James Jacobson DIRECTOR 0

PO BOX 12159 100


97309


star holmberg DIRECTOR 0

PO BOX 12159 100


97309


sally cumberworth DIRECTOR 0

PO BOX 12159 100


97309


stevenglover DIRECTOR 0

PO BOX 12159 100


97309


gus cole DIRECTOR 0

PO BOX 12159 100


97309


BARBARA CASEY DISTRICT DIRECTOR 0

PO BOX 12159 100


97309


Lea Spencer DISTRICT DIRECTOR 0


 


 


 


 



CITIZENAUDIT.ORG PAGE #0014
Form 990, Part V-A - Current Officers, Directors, Trustees, and Key Employees:


 


(A) Name and address


(B) Title and average

hours per week devoted

to position


(C) Compensation

(If not paid, enter 0-

-)


(D) Cont ributions to

employee benefit

plans deferred


oompensat ion plans


(E) Expense

account and other

allowances


 


 


 


 


 


 


PO BOX 12159

97309


 


 


100


 


 


 


MaggIe Neel DISTRICT DIRECTOR 0 0 0

PO BOX12159 100


97309


Kurt Kessler DISTRICT DIRECTOR 0 0 0

PO BOX 12159 100


97309


Sonya ReIchweIn VIce PreSIdent 9,080 0 490

PO BOX12159 100


97309


Sharon Adams OperatIons dIrector 89,197 25,236 2,840

PO BOX 12159 4500


97309


Sharon Brogan OperatIonS dIrector 48,286 29,021 710

PO BOX12159 4500


97309


Cameron McGInnIs DISTRICT DIRECTOR 0 0 0


 


 



CITIZENAUDIT.ORG PAGE #0015
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490317017208]

TY 2006 Cash Grants Paid Schedule

Name: SEIU Local 503 Oregon Employees UnIon


Oregon Employees Umon

EIN: 93-0323147


 


 


 


Class of Activity Recipient's name Address Amount Relationship

SCHOLARSHIPS 25,000 


SEE SCHEDULE

Donation 38,625


SEE SCHEDULE


 


 


 


 


 


 


 



CITIZENAUDIT.ORG PAGE #0016
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490317017208]

TY 2006 Depreciation and Depletion Schedule

Name: SEIU Local 503 Oregon PUDIIC Employees Union


Oregon PUDIIC Employees 

EIN: 93-0323147


 


 


 


 


 


 


Asset Amount

BUILDING 14,434

BUILDING IMPROVEMENTS 153,002

COMPUTERS AND SOFTWARE 127,992

FURNITURE AND EQUIPMENT 123,145


 


 


 



CITIZENAUDIT.ORG PAGE #0017
Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - 


Note: To capture the full content of this document, please select landscape mode (11" x when printing.


TY 2006 Gain/Loss from Sale of Other Assets Schedule


Name: SEIU Local 503 Oregon Public Employees Union

Oregon Public Employees Union

EIN: 93-0323147


DLN: 93490317017208


 


Name


Dat e A cquired


How Acquired Date Sold Purchaser Name Gross Sales Price


Sales Expenses


Total (net)


Accumulated Depreciation


 


eqUIpment


 


 


2005-10


 


 


 


 


 


PURCHASED 2007-09 4,001


11,056


 


0


 


1,143


 


8,198



CITIZENAUDIT.ORG PAGE #0018
 


Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93490317017208]

TY 2006 Gain/Loss from Sale of Public Securities Schedule

Name: SEIU Local 503 Oregon Employees Union


Oregon Employees Umon

EIN: 93-0323147


Gross Sales Price: 1,467,701

Basis: 1,290,362

Sales Expenses: 0


Total (net): 177,339



CITIZENAUDIT.ORG PAGE #0019
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - 





TY 2006 General Explanation Attachment


Name: SEIU Local 503 Oregon Employees UnIon

Oregon Employees Umon


 


 


 


 


 


EIN: 93- 0323147

Identifier Return Explanation

Reference

lobbying Part VI, LIne SEIU local 503 oregon public employees unlon Is a labor unIon and Is speCIfIcally exemptf romthe

expenses 85A reqUIrement to report lobbying expenses to the membership as a porn on of their dues, per rev

proc 98-19


 


 



CITIZENAUDIT.ORG PAGE #0020
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490317017208]

TY 2006 Investments - Securities Schedule

Name: SEIU Local 503 Oregon Employees Union


Oregon Employees Umon

EIN: 93-0323147


 


 


 


 


 


Description Book Value 

Morgan Stanley account 425,712 F

Morgan Stanley account 2,984,051 F

morgan Stanley account 1,378,902 F

morgan Stanley account 883,415 F


 


 


 


 


 



CITIZENAUDIT.ORG PAGE #0021
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490317017208]


TY 2006 Land etc. Schedule

Name: SEIU Local 503 Oregon PUDIIC Employees Union


Oregon PUDIIC Employees Umon

EIN: 93-0323147


 


 


 


 


 


 


 


 


Category/Item Cost/Other Basis Accumulated Depreciation Book Value

LAND 474,900 474,900

BUILDING 429,537 244,605 184,932

BUILDING IMPROVEMENTS 4,204,429 940,289 3,264,140

COMPUTERS AND SOFTWARE 896,331 731,075 165,256

FURNITURE AND EQUIPMENT 1,052,059 495,164 556,895


 


 


 


 



CITIZENAUDIT.ORG PAGE #0022
 


Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93490317017208]

TY 2006 Other Assets Schedule

Name: SEIU Local 503 Oregon Public Employees Union


Oregon Public Employees Umon

EIN: 93-0323147


 


Description Beginning of Year Amount End of Year Amount

AGENCY CASH ACCOUNTS HELD IN TRUST 761,687 1,353,242


 


 


 


 


 


 



CITIZENAUDIT.ORG PAGE #0023
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490317017208]

TY 2006 Other Changes in Net Assets Schedule

Name: SEIU Local 503 Oregon Employees Union


Oregon Employees Umon

EIN: 93-0323147


 


Description Amount


 


 


Unrealized GL on Investments 60,625


 


 


 



CITIZENAUDIT.ORG PAGE #0024
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490317017208]

TY 2006 Other Expenses Included Schedule

Name: SEIU Local 503 Oregon Employees Umon


Oregon Employees Umon

EIN: 93-0323147


 


Description Amount

RECLASS OF INTERCOMPANY TRANSACTIONS 38,078


 


 


 


 


 



CITIZENAUDIT.ORG PAGE #0025
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - 


TY 2006 Other Liabilities Schedule


Oregon Employees 


EIN: 93- 0323147





Name: SEIU Local 503 Oregon Employees Union


 


Description


Beginning of Year Amount


End of Year Amount


 


Agency Accounts


 


 


761,687


 


1,353,242


 


 



CITIZENAUDIT.ORG PAGE #0026
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490317017208]

TY 2006 Other Revenues Included Schedule

Name: SEIU Local 503 Oregon Employees Umon


Oregon Employees Umon

EIN: 93-0323147


 


Description Amount

RECLASS OF INTERCOMPANY TRANSACTIONS 38,078


 


 


 


 


 



CITIZENAUDIT.ORG PAGE #0027
 


Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93490317017208]

TY 2006 Payments to Affiliates Schedule

Name: SEIU Local 503 Oregon PUDIIC Employees UnIon


Oregon PUDIIC Employees Umon

EIN: 93-0323147


 


Na me Address A mount Purpose


 


SERVICE EMPLOYEESINTERNATIONAL UNION 1800 Massachusetts Ave NW 4,191,618 DUES

20036


 


SEIU Oregon State 6401 SE Foster Rd 136,057 DUES

Portland,OR 97206


 


AFL-CIO Central Labor Varlous 1,345 DUES

portland,OR 97206


 


 


 


 


 


 

Text from 2007/09 EO 990 (filed 2008/03), extracted with optical character recognition (see PDF)

OMB No 1545-0047


Form  Return of Organization Exempt From Income Tax W


Under section 501(c). 527, or 4947(a)(1) ot the Internal Revenue Code (exceptblack lung


 


 


 


 


 


 


Depanm;m of me Treasury benefit trust or private foundation) open m Public

(Mama) Revenue Same D The organization may have to use a copy 01 this return to satisfy state reporting requuements. Inspection

A For the 2006 calendar year, or tax year beginning OCT 1L 2 0 0 6 and ending SEP Check If Please C Name of organization D Employer identification number

applicable

use IRS SEIU LOCAL 5 0 3

2:213?  35 OREGON PUBLIC EMPLOYEES UNION was Number and street (or P.0. box if marl IS not delivered to street address) Room/suds E Telephone number

21151:, SpecicP.O. BOX 12159 (503) 5811505

2251'  City or town, state or country, and ZIP 4 F Accounting method Cash [1 Acuual

5mm SALEM etum

msg#35330" 0 Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts H and I are not app/mama to seem" 527omanzamns

must attach a completed Schedule A (Form 990 or 990-EZ). Hm Is a group return for afliates.) Eves No

G Website: SEIU5 0 3 . ORG (LOWER CASE) H(b) It "Yes," enter number of afliates) NZA

Organization type (checkonlyone)> 501(c)( 5 )4 (man no) 4947(a)(1) or 527 H(c) Are all included? Em No


K Check here D it the organization is nota 509(a)(3) supporting organization and Its gross Hm) led by an or


L


 


 


receipts are normally not more than $25,000. A return is not reqmred, but it the organization ganizanon covered by a group ruling? Yes No

chooses to file a return, be sure to file a complete return. I Group Exempnon Number 0 9 3 2

M Check D it the organization is not required to attach

L Gross receipts: Add lines 6b, 8b, 9b, and 10th line Sch. B (Form 990, 990-EZ, or BSD-PF).


 


[En l I Revenue, Expenses, and Changes in Net Assets or Fund Balances


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


1 Contributions, gifts, grants, and Similar amounts received:

a Contributions to donor adwsed lunds 1a

b Direct public support (not included on line 1a) 1b

c Indirect public support (not included on line 1a) to

11 Government contributions (grants) (not included on line 13) to

e Total (add lines 1a through 1d) (cash noncash 1e 0 .

2 Program serVice revenue including government tees and contracts (from Part VII, line 93Membership dues and assessments . Interest on savmgs and temporary cash investments DiVidends and interest from securities Gross rents 6a

b Less: rental expenses 6b

a, c Net rental income or (loss). Subtract line 6b from line Be 6c

3 7 Other investment income (describe b 7

 8 a Gross amount from sales of assets other (A) Securities (B) Other

thaninventory 1,457,701. 8a 4.001.

8 b Less: cost or other and sales expenses Gain or (loss) (attach scheduleNet gain or (loss). Combine line 8c, columns (A) and (B) STMT 2 STMT Special events and activmes (attach schedule). If any amount Is from gaming, check here D I:

g a Grossreveriue (notincludinps otcuntnbuliunsreponeit on line1b) 9a

b Less: direct expenses other than fundraisrng expenses 9b

c Net income or (loss) from specral events. Snow 9c

2 10 a Gross sales of inventory, less returns and allo vancesR  n ma

2 b Less: cost of goods sold U 

g c Gross profit or (Ioss)lrom sales of inventory scvw. lbaimam r line 103 10c

(12 11 Other revenue (from Part VII, line 103Total revenue. Add lines 1eProgram serVIces(1rom line 44, column Management and general (from line 44, 14

g 15 Fundraismg (from line 44, column 15

m 16 Payments to affiliates (attach schedule) SEE STATEMENT Total expenses Add lines 16 and 44, column (Excess or (deficit) for the year. Subtract line 17 from line Net assets or tund balances at beginning otyear (trom line 73, column Other changes in net assets or fund balances (attach explanation) SEE STATEMENT Net assets or fund balances at end of year. Combine lines 18, 19, and 20 21 13 L080L942 .

319923.117 LHA For Privacy Act and Paperwork Reduction Act Notice. see the separate instructions. Form 990 (2006)





   



CITIZENAUDIT.ORG PAGE #0003
SEIU LOCAL 503


Form 990 (2006)


Part II I Statement of


Functional Expenses


OREGON PUBL I C EMPLOYEES UNI ON

All organizations must complete column (A). Columns (B), (C), and (D) are requued tor sectIon 501(c)(3)

and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others.


93-032314'7


Page 2


 


Do not Include amounts reported on line


(B) Program


(0) Management


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


6b, 8b, 9b, 10b, or 16 of Part I. (A) m services and general (D) 

223 Grants paid from donor adVIsed funds

(attach schedule)

(cash 5 0 . noncashS 0 .

If this amount includes foreign grants, check here  i  223

22b Other grants and allocations (attach schedule STATEMENT 7

(cashs 631625.noncash$ 0-

If this amount includes foreign grants, check here  [SpeCIfic aSSIStance to InlelduaIS (attach

schedule) 23

24 Benefits paid to or for members (attach

schedule) 24

25a Compensation of current officers, dIrectors, key

employees, etc. listed In Part Compensation of former officers, directors, key

employees, etc. listed In Part V-B 25b 0 .

0 Compensation and other distributions, not included

above, to disqualified persons (as defined under

section 4958(f)(1)) and persons described In

section 4958(c)(3)(B) 25c

26 Salaries and wages of employees not

included on lines 25aPen5ion plan contnbutions not included on

lines 25a, b,andc 27 771 .611.

28 Employee benefits not included on lines

25a - 27 28

29 Payroll taxes 29

30 Professwnal fundraismg fees 30

31 Accounting fees 31

32 Legal fees 32

33 Supplies 33

34 Telephone 34

35 Postage and shIpping 35

36 Occupancy 36

37 Eqmpment rental and maintenance 37

38 Printing and publications 38

39 Travel 39

40 Conferences. conventions, and meetings 40

41 Interest 41

42 DepreCIation, depletion, etc (attach scheduleOther expenses not covered above (itemizeSEE STATEMENT 5 439 8, 2934261.

44 Total functional expenses. Add lines 223 through

43g. (Organizations completing columns 

carry these totals to lines 13-15Joint Costs. Check D If you are followmg SOP 98-2


Are any iomt costs from a combined educational campaign and fundraismg solicnation reported in (B) Program serwces" D Yes No

If "Yes," enter the aggregate amount of these Iomt costs 3 N Z A (ii) the amount allocated to Program servrces N z A 

the amount allocated to Management andgeneral N A 4am (iv) the amount allocated to Fundraismgj N 1A


 


623011

01-23-07


Form 990 (2006)



CITIZENAUDIT.ORG PAGE #0004
SEIU LOCAL 5 0 3


Form 990 (20% OREGON PUBLIC EMPLOYEES UNION 9 3 0 3 2 3147 PgeS

I Part [Statement of Program Service Accomplishments (See the Instructions.)


 


Form 990 is available for public inspection and. for some people. serves as the primary or sole source of information about a particular organization

How the public perceives an organization in such cases may be determined by the information presented on Its return. Therefore, please make sure the

return is complete and accurate and fully describes, In Part the organization's programs and accomplishments


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


What is the organization's primary exempt purpose? D program service

LABOR UNION OREGON EMPLOYEES Expenses

(Requned for 501(c)(3)

All organizations must describe their exempt purpose achievements in a clear and consise manner. State the number of and (4) orgsq and

clients served. publications issued. etc. Discuss achievements that are not measurable (Section 501(c)(3) and (4) 4947(a)( 1) trusts; but

organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others) Opuona 0' Others-l

a THE ORGANIZATION IS A LABOR REPRESENTING THE

INTERESTS OF 3 L 4 9 5 SERVICE EMPLOYEES IN THE STATE OF

OREGON .

(Grants and allocations If this amount includes foreign here D I:

b

rants and allocations If this amount includes foreign here El

6

(Grants and allocations S If this amount includes foreign grants, check here D

d

(Grants and allocations if this amount Includes foreign grants, check here D I:

e Other program serwces (attach schedule)

(Grants and allocations If this amount includes forggn grants, check here J I:

f Total of Program Service Expcinsemhould eqine 44, column (51. Program sen/mg) L


 


Form 990 (2006)


62302 t

01- 1 8-07


 



CITIZENAUDIT.ORG PAGE #0005
 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 SEIU LOCAL 503

Form 990 (2006) OREGON PUBLIC EMPLOYEES UNION Page 4

I Part IV [Balance Sheets (See the instructions.)

Note: Where reqwred, attached schedules and amounts the column (A) (B)

should be for end-of-year amounts only Beginning of year End of year

45 Cash - non-lnterest-beanng Savmgs and temporary cash lnvestments 1Accounts receivable 47a Less. allowance for doubtful accounts 47b Pledges receivable 483

5 Less: allowance for doubtful accounts 485 48c

49 Grants receivable 49

50 a Recelvables from current and former ofcers, directors, tmstees, and

key employees 50a

b Recelvables from other disqualified persons (as defined under section

2 4958(f)(1)) and persons in section 4958(c)(3 (B) 50b

a 51 a Other notes and loans receivable 5121

ll Less: allowance for doubtful accounts 51b 51c

52 lnventones for sale or use 52

53 Prepaid expenses and deferred charges lnvestments - publicly-traded securities STMT 9 F El Cost FMV 3417 8 .

b Investments - other secuntles STMT l 3 Cost FMV lnvestments - land, and STMT 8

equipment bass 55a

b LesS' accumulated depreCIatlon 55b 556

56 lnvestments - other Land, and equment baSlS 57a Less. accumulated Other assets, including program-related lnvestments


 


 


 


 


 


 


 


 


 


(describe) SEE STATEMENT 11 761,687. 58 1.353.242.


59 Total assets (must equal line 73) Add lines 45 throgugh ,ilAccounts payable and accrued expenses Grants payable 61

w 62 Deferred revenue 62

.g 63 Loans from ofcers, dlrectors, trustees, and key employees 63

'35, 64 a Tax-exempt bond 64a

3 h Mortgages and other notes payable 64b


65 Other liabilities (describe b AGENCY ACCOUNTS Total liabilities. Add lines 60 through Organizations that follow SFAS 117, check here D [El and complete lines

67 through 69 and lines 73 and 74


 


 


67 Unrestricted 12 9974 975 . 67 13 .

68 Temporarily . 68

69 Permanently restricted 69


 


Organizations that do not follow SFAS 1 17, check here D :1 and

complete lines 70 through 74


 


 


 


Net Assets or Fund Balances


 


 


 


 


 


70 Capital stock, trust prln0lpal, or current funds 70

71 Paid-In or capltal surplus. or land, and equment fund 71

72 Retained earnings, endowment, accumulated Income, or other funds 72

73 Total net assets or fund balances. Add lines 67 through 69 or lines 70 through 72.

(Column (A) must equal line 19 and column (B) must equal line 21) 12 997L975 . 73 13 0801 942 .

74 Total liabilities and net assets/fund balances. Add lines Form 990 (2006)


623031

0120-07


 



CITIZENAUDIT.ORG PAGE #0006
 

 


Form 990 2006


SEIU LOCAL 503

OREGON PUBLIC EMPLOYEES UNION


 

 


Part Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See the


Pa e5


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


instructions 

a Total revenue, gains, and other support per audited nancial statements Amounts Included on line a but not on Part l, line 12:

1 Net unrealized gains on investments Donated sewices and use of faCIlities b2

3 Recoveries of prior year grants b3

4 Other (specufy) RECLASS 0F INTERCOMPANY TRANSACTIONS b4 38 O78 .

Add lines b1 through Subtract linebfrom linea c 20, 1301 693.

d Amounts included on Part I, line 12, but not on line a:

1 Investment expenses not included on Part I, line 6b d1

2 Other (speCIfy). d2

Add lines Total revenue@ I, line 12) Add lines cand [Part Reconciliation of Expenses per Audited Financial Statements With Expenses per Return

a Total expenses and losses per audited nanCial statements Amounts included on line a but not on Part I. line 17:

1 Donated sewices and use of faculties b1

2 Prior year adjustments reported on Part I, line 20 b2

3 Losses reported on Part I, line 20 b3

4 Other (speedy) RECLASS OF INTERCOMPANY TRANSACTIONS b4 38 078 .

Add lines b1 through Subtract linebfrom linea c 20, 108, 351.

Amounts included on Part I, line 17, but not on line a:

1 Investment expenses not included on Part l, line 6b d1

2 Other (specny) d2

Add lines Total emensesJFait lLline 17LAdd lines Part Current Officers, Directors, Trustees, and Key Employees (List each person who was an officer. director, trustee.

or key employee at any time during the year even if they were not compensated.) (See the instructions.)

(B) Title and average hours (C) Compensation (D Contributions to (E) Expense

(A) Name and address per week devoted to (If not paid. enter glagfeg 331,33 account and

posmon compenwmn plans other allowances

SEE STATEMENT 13 505,210.138.412. 22.700.

Form 990 (2006)


62304


1 01-18-07


 


 



CITIZENAUDIT.ORG PAGE #0007
SEIU LOCAL 503


 


 


Form 990 (2006) OREGON PUBLI C EMPLOYEES UNION Page 6

I Part V-A  Current Officers, Directors, Trustees, and Key Employees (continued) Yes No

75 3 Enter the total number of officers, directors, and trustees permitted to vote on organization busmess at board

meetings D 2 3

b Are any officers, directors, trustees, or key employees listed In Form 990, Part V-A, or highest compensated employees

listed In Schedule A, Part I. or htghest compensated proteSSIonal and other Independent contractors listed In Schedule A,

Part ll-A or related to each other through family or busmess relationships? If 'Yes. attach a statement that Identifies

the indIVIduaIs and explains the relationship(s) 751; x

c Do any officers, directors, trustees, or key employees listed In Form 990, Part V-A, or highest compensated employees

listed In Schedule A, Part I, or highest compensated professonal and other independent contractors listed In Schedule A,

Part ll-A or receive compensation from any other organizations, whether tax exempt or taxable, that are related to the

organization? See the Instructions for the denition of related organization 75.; x

If "Yes,' attach a statement that Includes the information described In the Instructions.

it Does the organization have a written conflict of interest policy? 75d X


 


 


 


 


 


 


Part V-B Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other


Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) during

the year, list that person below and enter the amount of compensation or other benefits In the appropriate column See the Instructions.)


 


(0) Compensation

(it not paid,

enter -0-)


employee benet


(A) Name and address piansa deferred


(8) Loans and Advances


(D) Contributions to


compensation plans


(E) Expense

account and

other allowances


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Part VI Other Information (See the instructions.) Yes No

76 Did the organization make a change In Its actIVIties or methods of conducting actIVIties? lf "Yes,' attach a detailed

statement of each change 76 X

77 Were any changes made in the organizmg or governing documents but not reported to the 77 X

If "Yes," attach a conformed copy of the changes

78 3 Did the organization have unrelated busmess gross Income of $1 .000 or more during the year covered by this retum? 78a X

b If "Yes," has It filed a tax return on Form 990-T for this yeai? 78b X

79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If 'Yes," attach a statement 79 X

80 a Is the organization related (other than by assomation With a stateWIde or nationWIde organization) through common

membership, governing bodies, trustees, officers, etc.. to any other exempt or nonexempt organization? 80a X

b If "Yes," enter the name of the organization} CITIZEN ACTION BY PUBLIC EMPLOYEES

and check whether It is [it exemptor I: nonexempt

81 it Enter direct or Indirect political expenditures. (See line 81 Instructions 81a Did the gganization file Form 1120-POL for this year? 81b X


 


 


 


 


62316UO1-18-07


Form 990 (2006)


 



CITIZENAUDIT.ORG PAGE #0008
SEIU LOCAL 5 0 3


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990 (2006) OREGON PUBLIC EMPLOYEES UNION Pag

ITDaft VI rother Information (continued) Yes No

82 a old the organIzatIon recere donated serVIces or the use of matenals, equment, or facIlItIes at no charge or at substantIally

less than faIr rental value? 82a X

b If Yes, you may IndIcate the value of these Items here. Do not Include the

amount as revenue In Part or as an expense In Part II

(See InstructIons In Part 82b N A

83 a the organIzatIon comply WIth the publIc InspectIon reqUIrements for returns and exemptIon applIcatIons? 83a X

b the organIzatIon comply WIth the dIsclosure requnements relatIng to pro quo contrIbutIons? 83!) X

84 a the organIzatIon when any contnbutlons or that were not tax deductible? 84a X

b If Yes, dId the organIzatIon Include WIth every solICItatIon an express statement that such contrIbutIons or gItts were not

tax deducthle? 84b X

85 501(c)(4), (5), or (6) organIzatIons. 3 Were substantIally all dues nondeduchble by members? N A 853

b the organIzatIon make only In-house lobbyIng expendltures of $2,000 or less? N A 85!)

If 'Yes' was answered to eIther 853 or 85b, do not complete 850 through 85h below unless the organIzatIon recered a

waIver for proxy tax owed for the prIor year

c Dues, assessments, and SImIlar amounts trom members 850 0 .

d Sectlon 162(e) lobbyIng and polItIcaI expendItures 85d 0 .

(2 Aggregate amount of sectIon 6033(e)(1)(A) dues notIces 85c 0 .

t Taxable amount of lobbyIng and polItIcal expendItures (lIne 85d less 85e) 85! 0 .

9 Does the organIzatIon elect to pay the sectIon 6033(e) tax on the amount on lIne 85f? . A 85g

h If sectIon 6033(e)(1)(A) dues notIces were sent, does the organIzatIon agree to add the amount on lIne 85f

to Its reasonable estImate of dues allocable to lobbyIng and polItIcal expendItures tor the

tollowmg tax yeaI? N A 85h

86 501(c)(7) organIzatIons Enter a lnItIatIon fees and capItal contnbutIons Included Gross receIpts, Included on lIne 12, for mom use of club faCIlItIes 86b N A

87 501(c)(12) organIzatIons Enter 3 Gross Income from members or shareholders 87a A

b Gross Income from other sources. (Do not net amounts due or mm to other sources

agaInst amounts due or recered from themany tIme dunng the year, dId the organIzatIon own a 50% or greater Interest In a taxable corporatlon or 

or an entIty dIsregarded as separate from the organIzatIon under RegulatIons sectlons 301 7701 -2 and 301 7701 -39

If "Yes," complete Part IX 883 X

b At any tIme dunng the year, dId the organIzatIon, dIrectly or IndIrectly. own a controlled entIty wrthIn the meanIng of

sectIon 512(b)(13)9 If "Yes," complete Part XI b 88!) X

89 a 501(c)(3) organzatIons. Enter Amount of tax Imposed on the organIzatIon durIng the year under'

sectIon 4911} NZ A ;sectIon 4912 b N Z A ;sectIon 4955 b NZ A

b 501(c)(3) and 501(c)(4) organIzatIons the organIzatIon engage In any sectIon 4958 excess benefIt

transactIon durIng the year or dId It become aware of an excess benet transactIon from a prIor year?

If "Yes," attach a statement epraInIng each transactIon A 89!)

6 Enter: Amount of tax Imposed on the organIzatIon managers or dIsqualIerd persons dunng the year under

sectlons 4912, 4955, and 4958 b 0 .

d Enter: Amount of tax on lIne 89c, above, reImbursed by the organIzatIon b 0 .

e All organzatlons At any tIme durIng the tax year, was the organlzatlon a party to a prothIted tax shelter transactIon'7 

1 All oryanzatIons. the organIzatIon acqwre a dIrect or IndIrect Interest In any appIIcable Insurance contract? 89f X

9 For supportan organIzatIons and sponsonng orgamzatrons maintainan donor advrsed funds the supportIng organIzatIon,

or a fund maIntaIned by a sponsorIng organIzatIon, have excess busmess at any tIme dunng the yeaI? 899 X

90 a LIst the states WIth a copy of thIs retum Is fIled PNON E

I) Number of employees employed In the pay penod that Includes March 12, 2006 90b I 1 3 3

91 a The books are In care of b JIM GREER Telephone no.)  503 2 5811505

Locatedat> P.O. Box 12159. SALEM, OR 

b At any tIme durIng the calendar year, dId the organIzatIon have an Interest In or a SIgnature or other authonty over Yes No

a fInanCIal account In a foreIgn country (such as a bank account, securItIes account, or other fInanCIal account)? 91b X

If "Yes," enter the name of the foreIgn country D MA

See the InstructIons for exceptIons and hung requIrements for Form TD F 90-221, Report of ForeIgn Bank

and FInanCIal Accounts

Form 990 (2006)


023162 01-18-07


 


 



CITIZENAUDIT.ORG PAGE #0009
SEIU LOCAL 5 0 3


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 99012006) OREGON PUBLIC EMPLOYEES UNION Page 8

Wart VI 1 Other Information (continued) Yes No

c At any tIme durIng the calendar year. dId the organization maintatn an ofce of the United States? T91c X

If 'Yes, enter the name of the foreign country b N A

92 SectIon 494 nonexempt charitable trusts fIlIng Form 990m of Form 1041- Check here . . D E

and enter the amount of taxexempt Interest recered or accmed durIng the tax m b I 92 l MA

Wart I Analysis of Income-Producing Activities (See the Instruct/ans.)

Note: Enter gross amounts Mess othenme Unrelated busmess Income Excluded by section 512, 513, or 514 (E)

"dlcated Buggess (1ng  Alghm Related or exempt

93 Program serVIce revenue: code 3,32, lunctlon Income

3 HOMECARE BENEFITS ADMIN 725L643 .

b MISCELLANEOUS INCOME 60L507 .

c

d

e

f Medicare/Medlcaid payments

9 Fees and contracts from government agenCIes

94 MembershIp dues and assessments Interest on saVIngs and temporary cash Investments DIVIdends and Interest from secuntIes Net rental Income or (loss) from real estate.

a debt-nanced property

I: not debt-nanced property .

98 Net rental Income or (loss) from personal property

99 Other Investment Income

100 Gain or (loss) from sales of assets

other than Inventory 101 Net Income or (loss) from speCIal events

102 Gross prot or (loss) from sales of Inventory

103 Other revenue'


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


a INSURANCE COMMISSIONS 524298 98,358.

b ADVERTISING 541800 6,075.

c SEIU SUBSIDIARY 220,622.

d

9

1M 10gL533. 480,169. 19,546,091.

105 Total (add columns (B), (D),and b 20,130,693.


Note: Line 105 plus ne 16, Pan I, should equal the amount on line 12, Part I.

I Part VllI| Relationship of Activities to the Accomplishment of Exempt Purposes (See the 


Line No. EpraIn how each actIVIty for Income Is reported In column (E) of Part VII contnbuted Importantly to the accomplishment of the orgamzahon's

v exempt purposes (other than by provrdIng funds for such purposes).


SEE STATEMENT 14


 


 


 


 


 


 


 


Part ix 1 Information Regarding Taxable Subsidiaries and Disregarded Entities (See the Instructions)


 


 


 


 


 


 


 


 


 


 


 


(A) (B) (0) (E)

Name, address, and oi cor oratIon, Percentage of Nature of acuvmes Tom Income End-ot- ear

partnershIp, or dIsregarde ownershIp Interest asse s

HUBB LLC - P .0. BOX MIN OF UNION

121 5 9 SALEM OR EALTH CARE

97309  200573997 100% 757413. 771,063.




[Part X L Information Regarding Transfers Associated with Personal Benefit Contracts (See the InstructIons.)


Did the organlzatlon, durlng the year, receive any funds, dIrectly or Indirectly, to pay prequms on a personal benet contract? Yes No


the organIzatIon, dump the year, pay prequms, dIrectly or IndIrectly, on a personal benet contract? I: Yes No


Note: If 'Yes" to le Form 8870 and Form 4 720 (see Instructions)


 


Form 990 (2006)


623183

01-18-07


 


 



CITIZENAUDIT.ORG PAGE #0010
SEIU LOCAL 503


 


 


Form 990 (2006) OREGON PUBL IC EMPLOYEES UNION Page 9

Part XI  Information Regarding Transfers To and From Controlled Entities. Complete only ifthe organization is a

controlling organization as defined in section 512(b)(13) N A

Yes No


 


106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of the Code? If "Yes,"

complete the schedule below for each controlled entity


 


 


 


 


 


 


 


 


 


 


 


 


(A) (B) (C) (D)

Name, address, of each lquPfloyff Description of Amount of

controlled entity euHPn transfer transfer

a 

b 

c 

Totals

Yes No


 


107 Did the reporting organization receive any transfers from a controlled entity as defined in section 512(b)(13) of the Code? If 'Yes,"

complete the schedule below for each controlled entity.


 


 


 


 


 


 


 


 


 


 


 


 


 


(A) (B) (C) (D)

Name, address, of each IdEniPilpyg' Description of Amount of

controlled entity eu'lggaerm transfer transfer

a 

b 

c 

Totals

Yes No


 


108 Did the organization have a binding written contract in effect on August 17, 2006, covering the interest. rents. royalties, and


annumes described in question 107 above?

I declare t at I ha exarnined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, It is true, correct,


n of prepar (other an ofcer) is based on all inlormation oi which preparer has any knowledge

Please I  8

Sign  Signature of ficer Date


Here 7906, a/fan/C


Type or print name and title


Preparers  Date CHECK ll Preparer's SSN or PTIN (See Gen Inst X)

n  

Pa'd Signature N Zh'q 06 employed 


P'epa'erls AKT LLP an 


Use Only W's 

1 O 1 1 COMMERCIAL ST . NE SUITE 1 2 0


address, and


SALEM, OR 973011085 585-7774

Form 990 (2006)


 


 


 


 

   


Under penalti

and complete


 


 


 


 


 


 


 


 


623 164,01-26-07


 



CITIZENAUDIT.ORG PAGE #0011
Depreciation and Amortization Detail FORM 0 P E 2


 I


 


Descn non of ro e

Asset. p p p my


Number Method! Life Line Cost or Basrs Accumulated Current year


18

IRC sec. or rate No. other basrs reduction deprecratlon/amomzatlon deduction


4

ILDIN

AR

ILDI G IMPR

FTWARE

I E IP


TOTAL 9 0 PAGE 2 DEPR


 


616261

05-01-06


 



CITIZENAUDIT.ORG PAGE #0012
a


L.SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES U 93-0323147


 


l I


 


FOOTNOTES STATEMENT 1


 


PART VI, LINE 85A:


SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION IS A LABOR

UNION AND IS SPECIFICALLY EXEMPT FROM THE REQUIRMENT


TO REPORT LOBBYING EXPENSES TO THE MEMBERSHIP AS A

NONDEDUCTIBLE PORTION OF THEIR DUES, PER REV. PROC. 9819.


1


 


 



CITIZENAUDIT.ORG PAGE #0013



SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES U 930323147


 


FORM 990 GAIN (LOSS) FROM PUBLICLY TRADED SECURITIES STATEMENT 2


 


GROSS COST OR EXPENSE NET GAIN

DESCRIPTION SALES PRICE OTHER BASIS OF SALE OR (LOSS)


 


GAIN ON SALE OF INVESTMENT 


 


SCHWAB 888,595. 886,661. 0. 1,934.

GAIN ON SALE OF INVESTMENT 


I MORGAN STANLEY 579,106. 403,701. 0. 175,405.

TO FORM 990, PART I, LINE 8 1,467,701. 1,290,362. 0. 177,339.


 


 


2


 



CITIZENAUDIT.ORG PAGE #0014
LP 

1 SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES U 930323147


 


L 


 


 


 


 


 


FORM 990 GAIN (LOSS) FROM SALE OF OTHER ASSETS STATEMENT 3

DATE DATE METHOD

DESCRIPTION ACQUIRED SOLD ACQUIRED

EQUIPMENT VARIOUS VARIOUS PURCHASED

GROSS COST OR EXPENSE NET GAIN

NAME OF BUYER SALES PRICE OTHER BASIS OF SALE DEPREC OR (LOSS)

4,001. 11,056. 0. 8,198. 1,143.

TO FM 990, PART I, LN 8 4,001. 11,056. 0. 8,198. 1,143.


 


 


3


 



CITIZENAUDIT.ORG PAGE #0015
l




1 SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES U 930323147


 


4


 


 


 


 


 


 


 


 


 


 


 


 


 


 


FORM 990 PAYMENTS TO AFFILIATES STATEMENT 4

NAME ADDRESS

SERVICE EMPLOYEES INTERNATIONAL UNION 1800 MASSACHUSETTS AVE NW

WASHINGTON DC 20036

PURPOSE OF PAYMENT AMOUNT

DUES 4.191.618.

NAME ADDRESS

SEIU OREGON STATE COUNCIL 6401 SE FOSTER RD

PORTLAND, OR 97206

PURPOSE OF PAYMENT AMOUNT

DUES 136,057.

NAME ADDRESS

AFLCIO CENTRAL LABOR COUNCILS VARIOUS

OR

PURPOSE OF PAYMENT AMOUNT

DUES 1,345.

TOTAL TO FORM 990, PART I, LINE 16 4,329,020.

FORM 990 OTHER CHANGES IN NET ASSETS OR FUND BALANCES STATEMENT 5

DESCRIPTION AMOUNT

UNREALIZED ON INVESTMENTS 60,625.


TOTAL TO FORM 990, PART I, LINE 20 60,625.


S) 4 5


 


 



CITIZENAUDIT.ORG PAGE #0016
 


 


 


 


 


 


t SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES U 93-0323147


FORM 990 OTHER EXPENSES STATEMENT 6

(A) (B) (C) (D)


PROGRAM MANAGEMENT


DESCRIPTION TOTAL SERVICES AND GENERAL FUNDRAISING


MEMBER REBATES 413,236.


GENERAL COUNCIL 40,824.


BARGAINING AND


TRAINING 693,967.


DUES AND REBATES 25,250.


EXECUTIVE DEPARTMENT 1,493,817.


ORGANIZING


DEPARTMENT 2,254,647.


GOVERNMENT RESEARCH


DEPARTMENT 371,362.


PUBLIC RELATIONS


DEPARTMENT 709,002.


ADMINISTRATIVE


DEPARTMENT 2,174,438.


SALEM OFFICE 1,128,368.


PORTLAND OFFICE 1,217,869.


EUGENE OFFICE 804,031.


MEDFORD OFFICE 255,898.


PENDLETON OFFICE 254,274.


LESS SCHOLARSHIPS


AND DONATION <63,625.>


INCOME TAXES 66,359.


FAIR SHARE ADVANCE


REDUCTION PAYMENT 132,984.


HOMECARE 721,588.


MEMBER GOVERNANCE 169,856.


ISSUES FUNDING 1,314,905.


HOMECARE BENEFITS


ADMIN 614,298.


NURSING HOME 247,752.


CHILDCARE 254,040.


GENERAL ACTIVITY 1,992.


LESS SALARIES AND


COMPENSATION <6,232,260.>


LESS PENSION EXPENSE <771,611.>


TOTAL TO FM 990, LN 43 8,293,261.


 


 


6


 



CITIZENAUDIT.ORG PAGE #0017
5




SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES U 930323147


 


 


 


 


 


 


FORM 990 CASH GRANTS AND ALLOCATIONS STATEMENT 7

TO OTHERS


CLASS OF NAME AND ADDRESS AMOUNT


SCHOLARSHIPS 25,000.


SEE ATTACHED SCHEDULE


DONATION 38,625.

SEE ATTACHED SCHEDULE


 


 


 


 


 


 


 


 


 


 


 


TOTAL INCLUDED ON FORM 990, PART II, LINE 22B 63,625.

FORM 990 NON-GOVERNMENT SECURITIES STATEMENT 8

OTHER

PUBLICLY TOTAL

CORPORATE CORPORATE TRADED 

SECURITY DESCRIPTION STOCKS BONDS SECURITIES SECURITIES

MORGAN STANLEY FMV

ACCOUNT 425,712. 425,712.

MORGAN STANLEY FMV

ACCOUNT 883,415. 883,415.

TO FORM 990, LINE 54A, COL B 425,712. 883,415. 1,309,127.

FORM 990 GOVERNMENT SECURITIES STATEMENT 9

U.S. STATE AND TOTAL 

DESCRIPTION GOVERNMENT LOCAL SECURITIES

MORGAN STANLEY ACCOUNT FMV 2,984,051. 2,984,051.

TOTAL TO FORM 990, LINE 54A, COL B 2,984,051. 2,984,051.


 


 


7, 8, 9


 



CITIZENAUDIT.ORG PAGE #0018
i




 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES U 93-0323147

FORM 990 DEPRECIATION OF ASSETS NOT HELD FOR INVESTMENT STATEMENT 10

COST OR ACCUMULATED

DESCRIPTION OTHER BASIS DEPRECIATION BOOK VALUE

LAND 474,900. 0. 474,900.

BUILDING 429,537. 244,605. 184,932.

BUILDING IMPROVEMENTS 4,204,429. 940,289. 3,264,140.

COMPUTERS AND SOFTWARE 896,331. 731,075. 165,256.

FURNITURE AND EQUIPMENT 1,052,059. 495,164. 556,895.

TOTAL TO FORM 990, PART IV, LN 57 7,057,256. 2,411,133. 4,646,123.

FORM 990 OTHER ASSETS STATEMENT 11

DESCRIPTION AMOUNT

AGENCY CASH ACCOUNTS, HELD IN TRUST 1,353,242.

TOTAL TO FORM 990, PART IV, LINE 58, COLUMN B 1,353,242.

FORM 990 OTHER SECURITIES STATEMENT 12

OTHER

SECURITY DESCRIPTION SECURITIES

MORGAN STANLEY ACCOUNT FMV 1,378,902.


TO FORM 990, LINE 54B, COL B 1,378,902.


10, 11, 12


 



CITIZENAUDIT.ORG PAGE #0019
d

.A


 


 


 


 


 


LOCAL 503 OREGON PUBLIC EMPLOYEES U 93-0323147

FORM 990 PART VA  LIST OF CURRENT OFFICERS, DIRECTORS, STATEMENT 13


TRUSTEES AND KEY EMPLOYEES


EMPLOYEE

TITLE AND COMPEN- BEN PLAN EXPENSE


NAME AND ADDRESS AVRG SATION CONTRIB ACCOUNT

JOE DINICOLA PRESIDENT

P.O. BOX 12159 40.00 71,080. 0. 2,940.

SALEM, OR 97309

LINDA BURGIN SECRETARYTREASURER

P.O. BOX 12159 1.00 1,560. 0. 0.

SALEM, OR 97309

LESLIE FRANE EXECUTIVE DIRECTOR

P.O. BOX 12159 45.00 84,676. 20,175. 4,260.

SALEM, OR 97309

RICH PEPPERS ASST EXEC. DIR

P.O. BOX 12159 45.00 81,014. 27,565. 2,940.

SALEM, OR 97309

JOYE WILLMAN DISTRICT DIRECTOR

P.O. BOX 12159 1.00 0. 0. 0.

SALEM, OR 97309

DR JAMES GREER FINANCE DIRECTOR

P.O. BOX 12159 45.00 65,616. 20,737. 4,260.

SALEM, OR 97309

KATHIE BEST PAST PRESIDENT

P.O. BOX 12159 45.00 54,701. 15,678. 4,260.

SALEM, OR 97309

PAULA ALLEN DISTRICT DIRECTOR

P.O. BOX 12159 1.00 0. 0. 0.

SALEM, OR 97309

SAUNDRA MIESGRANTHAM DISTRICT DIRECTOR

P.O. BOX 12159 1.00 0. 0. 0.

SALEM, OR 97309

GINA SANTACROCE DISTRICT DIRECTOR

P.O. BOX 12159 1.00 0. 0. 0.

SALEM, OR 97309

HOLLY FRIES DISTRICT DIRECTOR

P.O. BOX 12159 1.00 0. O. 0.


SALEM, OR 97309


13


 



CITIZENAUDIT.ORG PAGE #0020
l


LI


LOCAL 503 OREGON PUBLIC EMPLOYEES U


 


FARRELL HOPKINS

9.0. BOX 12159

SALEM, OR 97309


MELODY WILLIAMSON

P.O. BOX 12159

SALEM, OR 97309


JAMES JACOBSON

P.O. BOX 12159

SALEM, OR 97309


STAR HOLMBERG

P.O. BOX 12159

SALEM, OR 97309


SALLY CUMBERWORTH

P.O. BOX 12159

SALEM, OR 97309


STEVEN GLOVER

P.O. BOX 12159

SALEM, OR 97309


GUS COLE

P.O. BOX 12159

SALEM, OR 97309


BARBARA CASEY

P.O. BOX 12159

SALEM, OR 97309


LEA SPENCER

P.O. BOX 12159

SALEM, OR 97309


MAGGIE NEEL

P.O. BOX 12159

SALEM. OR 97309


KURT KESSLER

P.O. BOX 12159

SALEM, OR 97309


SONYA REICHWEIN

P.O. BOX 12159

SALEM, OR 97309


SHARON ADAMS

P.O. BOX 12159

SALEM, OR 97309


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


VICE PRESIDENT


1.00


OPERATIONS DIRECTOR

89,197.


45.00


9,080.


930323147


490.


25,236. 2,840.


l3



CITIZENAUDIT.ORG PAGE #0021



LSEIU LOCAL 503 OREGON PUBLIC EMPLOYEES U 93-0323147


 


OPERATIONS DIRECTOR


P.O. BOX 12159 45.00 48,286. 29,021. 710.

SALEM, OR 97309


CAMERON MCGINNIS DISTRICT DIRECTOR


P.O. BOX 12159 1.00 0. 0. 0.


SALEM, OR 97309


 


TOTALS INCLUDED ON FORM 990, PART VA 505,210. 138,412. 22,700.


 


 


 


 


FORM 990 PART RELATIONSHIP OF ACTIVITIES TO STATEMENT 14

ACCOMPLISHMENT OF EXEMPT PURPOSES


 


LINE EXPLANATION OF RELATIONSHIP OF ACTIVITIES


 


93B THE ORGANIZATION SUPPORTS VARIOUS ACTIVITIES AND STRIVES TO

IMPROVE INTRAUNION COMMUNICATIONS.


93A THE ORGANIZATION PROVIDES INSURANCE BENEFITS TO THE HOME

CARE MEMBERS.


94 AS A LABOR UNION, THE ORGANIZATION PROVIDES VARIOUS SERVICES TO


THEIR MEMBERS, INCLUDING COLLECTIVE BARGAINING.

103C THE ORGANIZATION PROMOTES STATEWIDE UNION PROJECTS, SERVICES

AND BENEFITS FOR THEIR MEMBERS.


13, 14


 


 



CITIZENAUDIT.ORG PAGE #0022
SETU LOCAL 503


OREGON PUBLIC EMPLOYEES UNION


93-0323147


PART 11 LINE GRANTS AND ALLOCATIONS (SCHOLARSHIPS)


 


 


 


LutNune L - Ann] mann

MICHAEL BASSEIT 442 South 67th OR 97478 $750 00

AMANDA BOICE P O Box 362 Gold Beach OR 97444 $750 00

JERRY BOICE P O Box 362 Gold Beach OR 97444 $500 00

CHELSEY CARLSON 2103 NW Canyon Dr Redmond OR 97756 $500 00

AMY CHRISTY 2200 Gene Cameron Medford OR 97504 $750 00

LINDY CLAYTON 1951 Lambert St The Dallas OR 97058 $750 00

HEATHER CONWELL 145 MIZE Rd SE #12 Salem OR 97302 $750 00

SCOTT CROOK 169B ller Street S Salem OR 97302 $500 00

DEIDRE CROWELL 1935 Painter St Klamath Falls OR 97601 $750 00

ALYSSA ELTING 10530 S W Burner Rd #4 Porlland OR 97225 $750 00

WENDE GLIMPSE 744 Dakota Ave Medford OR 97501 $750 00

DONNA HARRIS 6808 E Capital Hwy #8 Ponland OR 97219 $750 00

COLIN JABIN 4474 Jack Pme St NE Salem OR 97305 $500 00

BRYN JANSSON 234 Jacobson Way 5 Monmouth OR 97361 $750 00

TYRA JANSSON 234 Jacobson Way 5 Monmouth OR 97361 $500 00

ELIZABETH KEAN 6000 Kings Ridge Rd Dallas OR 97338 $500 00

ALYSSA KOIDA 4727 N E Wasco St Portland OR 97213 $500 00

ERIC LEAMING 2924 erah CII Medford OR 97504 $750 00

GABRIELA MOREY-CASTRO 1366 L St OR 97477 $500 00

DANIEL NEWTH 10135 S E Ramona SI Ponland OR 97266 $750 00

AMANDA NORMAN 745 N Greenwood Rd Rickreall OR 97371 $500 00

CONOR 634 N E Jessup St Fenland OR 97211 $500 00

ANDREW PEARSON 7522 Pudding Creek Dr SE Salem OR 97301 $500 00

HANNAH PETER 2602 Agate St Eugene OR 97403 $500 00

JEANETTE 3454 Glenn Creek Rd NW Salem OR 97304 $500 00

JESSICA PRUITT 3454 Glenn Creek Rd NW Salem OR 97304 $500 00

CRAIG II 3454 Glenn Creek Rd NW Salem OR 97304 $500 00

JEREMY RAYMAN 1254 Orchid Ashland OR 97520 $750 00

JENNY SEWARD 1490 N W El Dorado CT Roseburg OR 97470 $500 00

ZACHARY STARK-MACMILLAN 440 21st Street S E Salem OR 97301 $750 00

PATRICK STAUFFER 5334 N Amherst Portland OR 97203 $500 00

KRISTEN STIEGLER 9823 N Exeter Ave Portland OR 97203 $750 00

THEODORE SWEENEY 3520 SE Flavel Porand OR 97202 $750 00

ERICA THOMPSON 3860 NE Hwy 20 Corvallis OR 97330 $500 00

GIDEON WARREN 812 Paradise LN OR 97415 $500 00

HEATHER WHISENHUNT 715 W Rainbow Roseburg OR 97470 $750 00

JENNIFER WHITE 17856 Ablqua Rd NE Silvanon OR 97381 $750 00

ELIZABETH WOOD 75 Myer Creek Rd Ashland OR 97520 $500 00

MELISSA ANDERSON 1622 Bnany St Eugene OR 97402 $750 00


CHARLES 1960 West Nab SE Salem OR 97302 $750 00

$25,000 00


 



CITIZENAUDIT.ORG PAGE #0023
SEIU LOCAL 503


OREGON PUBLIC EMPLOYEES UNION


93-0323147


PART II. LINE 22 GRANTS AND ALLOCATIONS (DONATIONS)


 


 


I Donation to I Address Purpose Amount J

NATIONAL ALLIANCE OF MENTAL ILLNESS MULTNOMAH CTY 524 NE 52ND AVE, PORTLAND, OR 97213 DONATION S 40

OREGON BUSINESS ASSOCIATION 6700 SW 105TH ST #3315, BEAVERTON, OR 97008 PATRON TABLE SPON 3 1.000

CALC - COMMUNITY ALLIANCE OF LANE COUNTY PO BOX 10837. EUGENE. OR 97440 TABLE FOR 10 S 585

JWJ PORTLAND 6025 E BURNSIDE. PORTLAND. OR 97215 ANNUAL CONTRIBU 5 6,000

OREGON TRADESWOMEN 1714 NE ALBERTA ST. PORTLAND, OR 97211 DONATION 5 100

FOOD FOR LANE COUNTY 77D BAILEY DR. EUGENE. OR 97402 IN MEMORY S 50

KBOO COMMUNITY 20 SE 8TH AVE. PORTLAND, OR 97214 ANNUAL CONTRIBUTION 1.200

ADVOCACY COALITION PO BOX 5970, SALEM, OR 97304 MEMBERSHIP 5 250

ECUMENICAL MINISTRIES OF OREGON 0245 SW BANCROFT ST SUITE 8, PORTLAND. OR 97239 TABLE FOR 10 S 500

OREGON STUDENT ASSOCIATION 635 NE DEKUM ST, PORTLAND, OR 97211 HELP FUND RALLY 5 300

GLOBAL EXCHANGE (SWEATFREE PORTLAND) 311 N IW ST, PORTLAND, OR 97227 CONTRIBUTION S 750

SNOW CAP COMMUNITY CHARTIES 17805 SE STARK ST, PORTLAND, OR 97292 IN MEMORY 50

AL HEIN MEMORIAL AWARD FUND 10015 SW TERWILLIGER BLVD, PORTLAND, OR 97219 DONATION S 250

PORTLAND CRISIS LINE PO BOX 42610. PORTLAND. OR 97242 DONATION S 150

UNIONS FOR KIDS 17101 SE ROYER RD. DAMASCUS. OR 97089 CONTRIBUTION 300

COMMUNITY SERVICE AGENCY 1125 SE MADISON STE 1035. PORTLAND. OR 97214 DONATION 3 2,500

PACIFIC NW LABOR HISTORY ASSOC 27920 68TH AVE E. GRAHAM. WA 98338 DONATION 5 250

PORTLAND JOBS WITH JUSTICE 6025 E BURNSIDE, PORTLAND. OR 97215 CONTRIBUTION 750

PARTNERS FOR A HUNGERFREE OREGON 4110 SE HAWTHORNE BLVE. PORTLAND. OR 97214 DONATION 5 250

PCUN 300 YOUNG ST. WOODBURN. OR 97071 CONTRIBUTION 5 5.000

SEIU (Slop Escalahon In Iraq) 1800 MASSACHUSETTS AVE NW. WASHINGTON, DC 20036 DONATION 5 5,000

OHAC 3896 BEVERLY AVE NE, BLDG SUITE 16, SALEM, OR 97305 CONTRIBUTION 5 500

JWJ SOUTHERN OREGON 298 GARFIELD ST, ASHLAND. OR 97520 CONTRIBUTION 1,500

MISCHA NOVICK FOSTER CARE BASEBALL FUND 707 13TH ST SE SUITE 275. SALEM. OR 97301 DONATION 3 1,500

CATHOLIC CHARITIES (DEL MONTE WORKERS) 451 NW 1ST ST. GRESHAM, OR 97030 DONATION 3 2,000

OREGON HOLOCAUST RESOURCE CENTER 2043 COLLEGE WAY, FOREST GROVE, OR 97115 DONATION 5 100

BASIC RIGHTS OREGON PO BOX 40625. PORTLAND. OR 97240 AWARDS DINNER 3 1.500

JWJ EUGENE SPRINGFIELD PO BOX 10272. EUGENE. OR 97440 ANNUAL CONTRIBUTION 5 2.500

OREGON BUSINESS ASSOCIATION 6700 SW 105TH ST 315. BEAVERTON. OR 97008 PATRON TABLE SPON 1.250

JWJ SOUTHERN OREGON 298 GARFIELD ST. ASHLAND. OR 97520 ANNUAL CONTRIBUTION 5 2.000

VOZ WORKERS RIGHTS EDUCATION 1131 SE OAK ST, PORTLAND. OR 97214 CONTRIBUTION 5 500


5


TOTAL DONATIONS


38.625

Text from 2006/09 EO 990 (filed 2007/03), extracted with optical character recognition (see PDF)

 


 


 


 


 


 


 


 


 


 


 


 


 


 Return of Organization Exempt From Income Tax OMB 57

Form Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung 

Department 0' m Treasury benefit trust or private foundation) W

.memal new, Sm. b The organization may have to use a copy of this return to satisfy state reporting requ1rements. Inspection

A For the 2005 calendar year, or tax year beginning OCT 1 2 0 0 5 and ending SEP Check .1 Please c Name of organlzatlon D Employer identification number

applicable

LOCAL 5 0 3

315:3? 55:2: OREGON PUBLIC EMPLOYEES UNION ghann'e 2: Number and street (or P.O. box It mall 15 not delivered to street address) Room/surte E Telephone number

12115141 SpecicP. 0. BOX 12159 (503) 5811505

223," [1.53: Crty or town, state or country, and ZIP 4 F Accounting method Cash Acaual

mm SALEMJ 8:13.41

0 Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts H and I are not app/,cab/e to seem," 527 organzatwns

must attach a completed Schedule A (Form 990 or 990-EZ). H(a) |s this a group return for affiliates? DYes No

G Website: . SEIUS 0 3 . ORG (LOWER CASE) H(b) If 'Yes, enter number of affiliates) NZA

.1 Organization type 501(c)( 5 )4 (Insert no) 4947(a)(1) or 527 H(c) Are all affiliates Included? Chas Elm


 


K Check here D If the organization's gross receipts are normally not more than $25,000ANNEP MAR 0 9 20117


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


organization need not le a return mm the but If the organlzatlon chooses to file a return, be ganizahon covered by a group ruling? my 1:]No

sure to file a complete return. Some states require a complete return. I Gmup Exempuon Number 0 9 3 2

M Check b If the organization IS not requned to attach

L Gross receipts: Add lrnes 6b. 8b, 9b, and 10b to line Sch. B (Form 990, 990-EZ, or 990-PF).

I Pan lTRevenue, Expenses, and Changes in Net Assets or Fund Balances

1 Contributions, gifts, grants, and amounts received:

a Direct publlc support 1a

1: Indirect public support 1b

c Government contributions (grants) 1c

d Total (add lines 1a through 11:) (cash noncash 1d 0 .

2 Program servrce revenue Including government fees and contracts (from Part VII, line 93Membership dues and assessments Interest on and temporary cash Investments DIVIdends and Interest from securities 5

6 a Gross rents 6a

b Less: rental expenses 6b

c Net rental Income or (loss) (subtract IIne 6b trom Ime 6a) 6c

0 7 Other Investment Income (describe b 7

g 8 a Gross amount from sales of assets other (A) Securltles (B) Other

(1, thanlnventory 3,815,889. 8a 1,175,000.

I: b Less: cost or other basrs and sales expenses Gain or (loss) (attach scheduleNet gain or (loss) (combine Me Be. columns (A) and STMT 2 STMT Spectal events and activmes (attach schedule). If any amount 15 from gaming, check here D :1

3 Gross revenue (not Including of COMTIDUUOHS

reported on line 1a) 9a

b Less: direct expenses other than fundralsmg expenses 9b

c Net Income or (loss) from specral events (subtract Ime so from line 9a) HAM 9c

10 a Gross sales of Inventory, less returns and allowances a 10a

b Less: cost of goods sold  10 3?

c Gross profit or (loss) from sales of Inventory (attach sc du (subtract line 10b from 10c

11 Other revenue(from Part VII. Ime 103Total revenue (add llnes 1d, 2,3, 4.5,6c, 7, 8d, 9c, 10cuant1 Program servrces (from line 44, column 13

3 14 Management and general (from line 44, column 14

E 15 (from line 44, column 15

a 16 Payments to affiliates (attach schedule) SEE STATEMENT Total expenses (add ms 16 and 44, column Excess or lor the year (subtract line 17 trom Ime 12Net assets or 1und balances at beginning of year (from line 73, column Other changes In net assets or fund balances (attach explanation) SEE STATEMENT Net assets or lund balances at end of year (combine lines 183%?33115 LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2005)



CITIZENAUDIT.ORG PAGE #0003
 


 


l L I


SEIU LOCAL 503


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990 2005 OREGON PUBLIC EMPLOYEES UNION Statement of All organizations must complete column (A). Columns (B), (C). and (D) are requrred tor section 501(c)(3)

Functional Expenses and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others.

new Lies? amazes? u

22 Grants and allocations (attach schedule) STATEMENT 7

(cashs 64620.noncash$ 0-

this amount includes foreign grants, chad nae Specrc assustance to indIViduals (attach

schedule) 23

24 Benefits paid to or for members (attach

schedule) . 24

25 Compensation of ofcers. directors, etcOther salaries and wages Pensron plan contnbuttons . Other employee benefits  . . . 28

29 Payroll taxes 29

30 Protessronal fundraismg fees . . 30

31 Accounting fees 31

32 Legal fees 32

33 Supplies 33

34 Telephone 34

35 Postage and shipping 35

36 Occupancy . 36

37 Equrpment rental and maintenance 37

38 Printing and publications 38

39 Travel n 39

40 Conferences. conventions. and meetings 40

41 Interest 41 3 124 .

42 Deprecration, depletion, etc. (attach scheduleOther expenses not covered above (itemize43:;

t 43f

9 SEE STATEMENT 6 439 7,563,237.

44 Total functional expenses. Add lines 22

through 43. (Organizations completing

columns carry these totals to lines

13-15) . . 44 14+256,630.

Joint Costs. Check 5 I: it you are followrng SOP 98-2.

Are any iornt costs from a combined educational campaign and fundraisrng reported in (B) Program servrces'Yes, enter the aggregate amount of these 10int costs NZ A (ii) the amount allocated to Program serwces 5 NZ A 

the amount allocated to Management and general and (iv) the amount allocated to Fundraismg :3 


 


Form 990 (2005)


5230 1 1

02-0305



CITIZENAUDIT.ORG PAGE #0004
SEIU LOCAL 503

Form 990 (2005) OREGON PUBLIC EMPLOYEES UNION

Part [Statement of Program Service Accomplishments (See the 


930323147


Pas


 


Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization

How the public perceives an organization in such cases may be determined by the information presented on return. Therefore. please make sure the


return is complete and accurate and fully describes, In Part the organization's programs and accomplishments


 


What IS the organization's primary exempt purpose? b


 


LABOR UNION OREGON EMPLOYEES


All organizations must describe their exempt purpose achievements in a clear and conCIse manner State the number of

clients served, publications Issued, etc. Discuss achievements that are not measurable (Section 501(c)(3) and (4)

organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others 


Program Service

Expenses

(Reqmred for 501(c)(3)

and (4) orgs., and

4947(a)(1) trusts; but

optional for others.)


 


a THE ORGANIZATION IS A LABOR UNION, REPRESENTING THE INTERESTS

OF 35,067 SERVICE EMPLOYEES IN THE STATE OF OREGON.


 


 


 


 


>l:l


(Grants and allocations If this amount includes foreign grants, check here


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


b

(Grants and allocations If this amount includes foreign grants, check here L I:

c

i (Grants and allocations If this amount includes foreign grants, check here (Grants and allocations If this amount includes foreign grants, check here

e Other program sewices (attach schedule)

(Grants and allocations If this amount includes foreign grants, check here El


 


f Total of Program Service Expenses (should equal line 44. column (B), Program servrces)


523021

02-0308


 


Form 990 (2005)



CITIZENAUDIT.ORG PAGE #0005
 


SEIU LOCAL 50 3


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990 (2005) OREGON PUBLIC EMPLOYEES UNION Page 4

LPart IV Balance Sheets (See the 

Note: Where requrred, attached schedules and amounts Within the description column (A) (B)

should be for end-ofyear amounts only. Beginning of year End of year

45 Cash - non-interest-beanng 141 Savmgs and temporary cash investments 6148 0 .

47 a Accounts receivable 47a Less: allowance for doubtful accounts 47b Pledges receivable 48a

b Less: allowance for doubtful accounts 48b 48c

49 Grants receivable 49

50 Receivables from officers. directors, trustees.

m and key employees 50

a 51 a Other notes and loans receivable 51a

2 b Less. allowance for doubtful accounts 51b 51c

52 lnventones for sale or use . 52

53 Prepaid expenses and deferred charges STMT 9 Cost m FMV 4 564. 515 . 54 6 l 263 205.

55 a Investments - land, bUIldings, and STMT 1 2

eqUipment: basis 55a

b Less: accumulated depreCiation 55b 55c

56 Investments - other . . . . . . 55

57 a Land. bUiIdings. and equipment. ba5is 57a Less: accumulated depreCiationSI'M'723 604.

58 Other assets (describe p SEE STATEMENT Total assets (must equal line 74) Add lines 45 through Accounts payable and accrued expenses Grants payable 61

a 62 Deferred revenue 62

.g 63 Loans from ofcers. directors, trustees. and key employees 63

E 64 a Tax-exempt bond liabilities 64a

5 b Mortgages and other notes payable Other liabilities (describe b AGENCY ACCOUNTS Total liabilities. Add lines 60 through 65Organizations that follow SFAS 117, check here D IE and complete lines

0, 67 through 69 and lines 73 and 74.

3 67 Unrestricted 12,039,702. 67 12.9974975.

E 68 Temporarin restricted 68

3 69 Permanently restricted 69

3 Organizations that do not follow SFAS 117. check here and

complete lines 70 through 74

3 70 Capital stock. trust pnnCipaI, or current funds 70

E 71 Paid-in or capital surplus, or land, building, and eqUipment fund 71

72 Retained earnings, endowment. accumulated income, or other funds 72

E 73 Total net assets or fund balances (add lines 67 through 69 or lines 70 through 72;

column (A) must equal line 19; column (8) must equal line 21Total liabilities and net assets/fund balances. Add lines Form 990 (2005)


523031

02-03-06


 



CITIZENAUDIT.ORG PAGE #0006
 


SEIU LOCAL 503

OREGON PUBLIC EMPLOYEES UNION


   


Form 990 (2005


 

 


9303


Reconculiation of Revenue per Audited Financial Statements With Revenue per Return (See the


23147 Pae5


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Instructions.)

3 Total revenue, gains, and other support per audrted nancral statements Amounts included on line a but not on Part I, line 12.

1 Net unreallzed game on Investments b1

2 Donated servrces and use of facrlmes b2

3 Recoveries of prior year grants b3

4 Other (specrfy): RECLASS OF INTERCOMPANY TRANSACTIONS b4 8 9 17 8 .

Add lines b1throughb4 b 89 178 .

c 6 19,956,914.

d Amounts Included on Part I, Irne 12Investment expenses not Included on Part I, line 6b (11

2 Other (specrfy): UNREALI ZED LOSS ON INVESTMENTS 7.245.

e Total revenue (Part I, line 12) Add lines Part Reconciliation of Expenses per Audited Financial Statements With Expenses per etum

a Total expenses and losses per audited nancral statements Amounts Included on line a but not on Part I. line 17.

1 Donated servrces and use of b1

2 Pnor year adjustments reported on Part I, line 20 b2

3 Losses reported on Part I, line 20 b3

4 Other (specrfy): RECLASS OF INTERCOMPANY TRANSACTIONS b4 8 9 17 8 .

Add lines b1 through Subtract linebfrom Ilnea c 18L998 641 o

d Amounts Included on Part I, line 17, but not on line a:

1 Investment expenses not Included on Part line 6b d1

2 Other (specrfy): d2

Add lines Total expensesjart I, line 17). Add lines Part V-A Current Officers, Directors, Trustees, and Key Employees (List each person who was an ofcer, director, trustee,


or key employee at any time dunng the year even If they were not compensated (See the 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


(8) Title and average hours (0) Compensation (@nContnbutlons to (E) Expense

(A) Name and address per week devoted to (It not paid, enter account and

posmon wnpenwm puns other allowances

sissfti' 414 498.128.012. 22,740.

1 . . 

Form 990 (2005)


523041 02-0306



CITIZENAUDIT.ORG PAGE #0007
SEIU LOCAL 503


 


 


 


 


Form 990 (2005) OREGON PUBLI C EMPLOYEES UNION Page 6

Part Current Officers, Directors, Trustees, and Key Employees (continued) Yes No

75 a Enter the total number of ofcers. directors. and trustees to vote on organization busmess at board

meetings . b 2 2

b Are any ofcers, directors, tmstees, or key employees listed in Form 990. Part V-A, or highest compensated employees

listed in Schedule A. Part I, or highest compensated professronal and other independent contractors listed in Schedule A,

Part II-A or related to each other through family or busmess relationships? If "Yes," attach a statement that identies

the indiViduals and explains the relationship(s) 75b X

c Do any ofcers. directors, trustees. or key employees listed in Form 990, Part V-A, or highest compensated employees

listed in Schedule A, Part I, or highest compensated profes5iona| and other independent contractors listed in Schedule A,

Part II-A or receive compensation from any other organizations, whether tax exempt or taxable, that are related to this

organization through common supeNismn or common control? 756 x

Note. Related organizations include section 509(a)(3) supporting organizations.

It 'Yes, attach a statement that identifies the indiwduals, explains the relationship between this organization and the other organization(s), and

describes the compensation arrangements, including amounts paid to each indiVidual by each related organization.

(1 Does the organization have a written conict of interest policy? 75.: X


 


 


 


 


Part VB Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other

Benets (If any former officer, director. trustee. 0r key employee received compensation or other benefits (described below) during

the year, list that person below and enter the amount of compensation or other benefits in the appropriate column See the instructions)


 


(A) Name and address (B) Loans and Advances (C) Compensation 


(D) Contributions to


(E) Expense

acc0unt and


compensation plans other allowances


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Part VI IOther Information (See the Yes No

76 Did the organization engage in any activrty not preViously reported to the If "Yes," attach a detailed

description of each activrty 76 X

17 Were any changes made in the organizmg or governing documents but not reported to the 77 X

If "Yes," attach a conformed copy of the changes

78 a Did the Organization have unrelated business gross income of $1 .000 or more during the year covered by this return? 78a X

b If "Yes," has it led a tax return on Form 990-T for this yea 78b X

79 Was there a liqurdation, dissolution, terrnination, or substantial contraction during the yeai7 If 'Yes," attach a statement 79 X

80 a Is the organization related (other than by assomation With a statewrde or nationWIde organization) through common

membership, governing bodies, trustees, ofcers, etc., to any other exempt or nonexempt organization? 803 X

b If "Yes." enter the name of the organization} CI TI ZEN ACTION BY PUBLIC EMPLOYEES

and check whether rt is exempt or nonexempt

81 a Enter direct or indirect political expenditures. (See line 81 instructionsDid the organization le Form 1120-POL for this year? . 81b X


 


523 1 51/0203-06


Form 990 (2005)



CITIZENAUDIT.ORG PAGE #0008
 


SEIU LOCAL 503


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 990 (2005) OREGON PUBLIC EMPLOYEES UNION Page 7

Part Other lnfonnation (continued) Yes No

82 3 Did the organization receive donated serVices or the use of materials, eqUIpment, or facnrties at no charge or at substantially

less than fair rental value"Yes." you may indicate the value of these items here Do not include this

amount as revenue in Part I or as an expense in Part II.

(See instructions in Part 82b N A

83 8 Did the organization comply With the public inspection reqUIrements for returns and exemption applications? 83:! X

I) Did the organization comply With the disclosure requirements relating to quid pro quo contributions? 83b X

84 8 Did the organization soliCit any contnbutlons or gifts that were not tax deductible"Yes," did the organization include With every soIiCItation an express statement that such contributions or gifts were not

tax deductible501(c)(4), (5), or (6) organizations a Were substantially all dues nondeductible by members? A 85a

b Did the organization make only in-house lobbying expenditures of $2,000 or less? A 85b

If "Yes" was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a

waiver for proxy tax owed for the prior year.

c Dues, assessments, and Similar amounts from members 85c 0 .

d Section 162(9) lobbying and political expenditures 85d 0 .

e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 85e 0 .

t Taxable amount of lobbying and polrtical expenditures (line 85d less 85e) 851 0 .

a Does the organization elect to pay the section 6033(9) tax on the amount on line 85f? A 859

h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f

to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the

followmg tax year? 85h

86 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on

line 12 . 868 N A

b Gross receipts, included on line 12. for public use of club faCIIities 86b A

87 501(c)(12) organizations. Enter: a Gross income from members or shareholders 87a A

b Gross income from other sources (Do not net amounts due or paid to other sources

against amounts due or received from them.) u . 87!) A

88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership,

or an entity disregarded as separate from the organization under Regulations sections 301 .7701-2 and 301 7701-3?

If "Yes," complete Part 501(c)(3) organizations Enter' Amount of tax imposed on the organization during the year under'

section 4911} N Z A section 4912 b NZ A section 4955 b N Z A

b 501(c)(3) and 501(c)(4) organizations. Did the organization engage in any section 4958 excess benet

transaction during the year or did it become aware of an excess benet transaction from a prior year?

If "Yes," attach a statement explaining each transaction . A 8%

c Enter: Amount of tax imposed on the organization managers or disqualied persons during the year under

sections 4912, 4955. and 4958 D NZ A

d Enter. Amount of tax on line 89c, above, reimbursed by the organization b NZ A

90 a List the states which a copy of this return is led DNONE

I) Number of employees employed in the pay penod that includes March 12, 2005 I 90The books are in care of} JIM GREER Telephone no} i 503 2 581-1505

Locatedat P.O. BOX 12159, SALEM, 0R 

b At any time during the calendar year, did the organization have an interest in or a Signature or other authority

over a nanCial account in a foreign country (such as a bank account, securities account, or other nanCIaI Yes No

account)? 91b X

If "Yes," enter the name of the foreign country D A

See the instructions for exceptions and ling requirements for Form To F 90-221, Report of Foreign Bank

and FinanCiaI Accounts.

a At any time during the calendar year, did the organization maintain an ofce outsrde of the United States? 91c X

If "Yes," enter the name of the foreign country D N A

92 Section 494 nonexempt chantable trusts ling Form 990 in lieu of Form 1041- Check here . D CI

and enter the amount of tax-exempt interest received or accrued during the tax year  b I 92 I A

Form 990 (2005)


523182


02-03-06


 



CITIZENAUDIT.ORG PAGE #0009
 


. l


SEIU LOCAL 503


Form 99042005)


OREGQN PUBLIC EMPLOYEES UNION


I Part VII I Analysis of Income-Producing Activities (See the 


93-0323147


Page 8


 


Note: Enter gross amounts unless otherwrse

Indicated.


93 Program serVIce revenue.


3 MISCELLANEOUS INCOME


Unrelated busmess Income


Excluded by section 512, 513. or 514


 


B (A) (B)

usmess

code Amount


(0) (D)

Eico'' Amount

mda


(E)

Related or exempt

lunction Income


 


15L255.


 


b HOMECARE BENEFITS ADMIN


722 . 095.


 


 


 


e


 


t Medicare/Medlcaid payments


9 Fees and contracts from government agencies


94 Membership dues and assessments


95 Interest on savmgs and temporary cash Investments


96 DIVIdends and Interest from securities


97 Net rental income or (loss) from real estate


a debt-financed property

1 b not debt-nanced property

I 96

 99


1 Other investment Income

I 100


Gain or (loss) from sales of assets


 other than inventory


I 101 Net Income or (loss) from speCIal events

l 102


103 Other revenue.


INSURANCE COMMI SS IONS


Net rental income or (loss) from personal property


Gross profit or (loss) from sales of Inventory 


 


 


17,564,474.


 


14 300,406.


 


 


 


 


 


 


 


18 551,060.


 


 


 


524298


94.744.


 


ADVERTI S ING


541800


4.050.


 


SEIU SUBSIDY


712, 075.


 


 


0305'


 


 104 Subtotal (add columns (B), (D), and 


l 105 Total (add line 104, columns (B), (D), and .

Note: Line 105 plus line 1d, Part I, should equal the amount on line 12, Part I.


 


 


98,794.


 


 


851.466.


 


19. 013L899.


 


b 19,964159.


 


IPart Relationship of Activities to the Accomplishment of Exempt Purposes (See the Instructions 


 


Line No

V


Explain how each actiwty for which income IS reported In column (E) of Part VII contributed importantly to the accomplishment of the organization's

exempt purposes (other than by prowding funds for such purposes).


SEE STATEMENT l4


 


 


 


 


Part IX I lnfonnation Regarding Taxable Subsidiaries and Disregarded Entities (See the Instructions 


 


 


 


 


 


 


 


 


 


 


 


Name, address, and EM of corporation, PercerIJtItge ol Naturetactiwties TotaIBIcome End-(oEfzyear

partnership, or disregarded entity ownership Interest assets

HUBB LLC - P .0. BOX OF UNION

1 2 1 5 9 . SALEM OR CARE

I 97309  200573997 100% 738.413. 648.876.




I Part X I lnforrnation Regard ng Transfers Associated with Personal Benefit Contracts (See the 

Did the organization, during the year, recewe any funds, directly or indirectly, to pay premiums on a personal benet contract? I: Yes No

(0) Did the organization, during the year, pay premiums. directly or Indirectly, on a personal benefit contract? Yes No


Note: If 'Yes to le FW870 and FonyA720 (see Instructions)


 


 


ex med this return. including accompanying schedules and statements. and to the best of my knowledge and ballet it 1: true,


 


 


 


 


 


 


 


 


Please  33mg! telgy' 322?th reI h ae(ot than Ofce) I: based on all inform tion l which preparer has any knowledge 

Sion e U-NicoL A gel-40

Here Sign e 0 war I Date Type or print name and title. I


preparer? Da Che-Ck II Preparers SSN or PTIN

::0:3rers Signature  M M gallIIloyed b 

Use Only Eggfamw ALDRICH KILBRIDE TATONE LLC EIN 


31:31de 1011 COMMERCIAL ST . NE SUITE 120


33333315 SALEM, OR 97301-1085 Phoneno.) (503) 585-7774


 


 


 


 


Form 990 (2005)



CITIZENAUDIT.ORG PAGE #0010
 


Depreciation and Amortization Detail RM 0 2 0


Description of property


 


 


Asset


Number p 5 Method/ Life LIne Cost or Basrs


Accumulated Current year

msemce IRCsec. orrate No. otherbasrs reduction


deprecratlon/amoruzatron deduction


4


ER AND FTWARE


AND E IPMENT


518261 - rrent year section

05-01-05


 


 



CITIZENAUDIT.ORG PAGE #0011
 


 


LOCAL 503 OREGON PUBLIC EMPLOYEES U 93-0323147


 


 


 


FOOTNOTES STATEMENT 1


 


PART VI, LINE 85A:


SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION IS A LABOR

UNION AND IS SPECIFICALLY EXEMPT FROM THE REQUIRMENT


TO REPORT LOBBYING EXPENSES TO THE MEMBERSHIP AS A

NONDEDUCTIBLE PORTION OF THEIR DUES, PER REV. PROC. 98-19.


1



CITIZENAUDIT.ORG PAGE #0012
 


LOCAL 503 OREGON PUBLIC EMPLOYEES U


 


93-0323147


 


 


 


 


 


FORM 990 GAIN (LOSS) FROM PUBLICLY TRADED SECURITIES STATEMENT 2

GROSS COST OR EXPENSE NET GAIN

DESCRIPTION SALES PRICE OTHER BASIS OF SALE OR (LOSS)

VARIOUS SECURITIES 3,815,889. 3,791,775. 0. 24,114.

TO FORM 990, PART I, LINE 8 3,815,889. 3,791,775. 0. 24,114.


 


2


 


 



CITIZENAUDIT.ORG PAGE #0013
LOCAL 503 OREGON PUBLIC EMPLOYEES U


 


930323147


 


 


 


 


 


 


 


 


 


 


 


FORM 990 GAIN (LOSS) FROM SALE OF OTHER ASSETS STATEMENT 3

DATE DATE METHOD

DESCRIPTION ACQUIRED SOLD ACQUIRED

VARIOUS EQUIPMENT VARIOUS VARIOUS PURCHASED

GROSS COST OR EXPENSE NET GAIN

NAME OF BUYER SALES PRICE OTHER BASIS OF SALE DEPREC OR (LOSS)

0. 825,971. 0. 800,005. <25,966.>

DATE DATE METHOD

DESCRIPTION ACQUIRED SOLD ACQUIRED

10401 NE HALSEY STREET REAL VARIOUS 01/04/06 PURCHASED

ESTATE

GROSS COST OR EXPENSE NET GAIN

NAME OF BUYER SALES PRICE OTHER BASIS OF SALE DEPREC OR (LOSS)

1,175,000. 835,238. 61,737. 274,887. 552,912.

TO FM 990, PART I, LN 8 1,175,000. 1,661,209. 61,737. 1,074,892.


526,946.


 


3


 



CITIZENAUDIT.ORG PAGE #0014
LOCAL 563 OREGON PUBLIC EMPLOYEES U


 


930323147


 


 


 


FORM 990


PAYMENTS TO AFFILIATES


STATEMENT


 


NAME


SERVICE EMPLOYEES INTERNATIONAL UNION


PURPOSE OF PAYMENT


 


DUES


ADDRESS


 


1313 L STREET NW, WASHINGTON DC

20005


AMOUNT


4,550,652.


 


NAME

OREGON SERVICE COUNCIL


PURPOSE OF PAYMENT


 


DUES


ADDRESS


 


10401 NE HALSEY, PORTLAND, OR 97220

AMOUNT


77,289.


 


NAME


OREGON 


 


ADDRESS


 


2110 STATE ST, SALEM. OR 97301


 


 


 


 


PURPOSE OF PAYMENT AMOUNT

DUES 111,659.

NAME ADDRESS


LOCAL LABOR VARIOUS, OREGON


PURPOSE OF PAYMENT AMOUNT

DUES, COM COALITION, SVC AGN 2,411.

TOTAL TO FORM 990, PART I, LINE 16 4,742,011.


4



CITIZENAUDIT.ORG PAGE #0015
 


 


 


 


 


 


 


 


 


 


 


 


 


SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES U 93-0323147

FORM 990 OTHER CHANGES IN NET ASSETS OR FUND BALANCES STATEMENT 5

DESCRIPTION AMOUNT

UNREALIZED LOSS ON INVESTMENTS <7,245.>

TOTAL TO FORM 990, PART I, LINE 20 <7,245.>

FORM 990 OTHER EXPENSES STATEMENT 6


(A) (B) (C) (D)

PROGRAM MANAGEMENT

DESCRIPTION TOTAL SERVICES AND GENERAL FUNDRAISING

GENERAL COUNCIL 273 666 .

BARGAINING AND

TRAINING 318,548.

DUES AND REBATES 33,900.

EXECUTIVE DEPARTMENT 1,383,655.

EXTERNAL ORGANIZING

DEPARTMENT 1,726,946.

GOVERNMENT RESEARCH

DEPARTMENT 257,937.

PUBLIC RELATIONS

DEPARTMENT 708,863.

ADMINISTRATIVE

DEPARTMENT 2,023,725.

SALEM OFFICE 977,413.

PORTLAND OFFICE 1,101,254.

EUGENE OFFICE 691,855.

MEDFORD OFFICE 237,265.

PENDLETON OFFICE 259,739.

LESS COMPENSATION

AND WAGES <5,414,985.>

LESS SCHOLARSHIPS

AND DONATIONS <64,620.>

LESS PENSION EXPENSE <769,321.>

INCOME TAXES 68,494.

REBATES 397,368.

FAIR SHARE ADVANCE

REDUCTION PAYMENTS 59,067.

HOMECARE 673,936.

MEMBER GOVERNANCE 198,896.

ISSUES FUNDING 1,616,262.

HOMECARE BENEFITS

ADMIN 395,139.

NURSING HOME 255,870.

CHILDCARE 152,365.

TOTAL TO FM 990, LN 43 7,563,237.

5, 6



CITIZENAUDIT.ORG PAGE #0016
 


.SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES U


 


930323147


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


FORM 990 CASH GRANTS AND ALLOCATIONS STATEMENT 7



CLASSIFICATION NAME ADDRESS RELATIONSHIP AMOUNT

SCHOLARSHIPS SEE ATTACHED NONE

SCHEDULE 23,500.

DONATION SEE ATTACHED NONE


SCHEDULE 41,120.


TOTAL INCLUDED ON FORM 990, PART II, LINE 22 64,620.


FORM 990 NON-GOVERNMENT SECURITIES STATEMENT 8


OTHER

PUBLICLY TOTAL


CORPORATE CORPORATE TRADED 


SECURITY DESCRIPTION STOCKS BONDS SECURITIES SECURITIES

SCHWAB INSTITUTIONAL FMV


ACCOUNT 934,847. 934,847.

SCHWAB INSTITUTIONAL FMV


ACCOUNT 547,871. 547,871.

MORGAN STANLEY FMV


ACCOUNT 10,304. 10,304.

MORGAN STANLEY FMV


ACCOUNT 310,561. 310,561.


TO FORM 990, LINE 54, COL B 558,175. 1,245,408. 1,803,583.


FORM 990 GOVERNMENT SECURITIES STATEMENT 9


U.S. STATE AND TOTAL 


DESCRIPTION GOVERNMENT LOCAL SECURITIES


SCHWAB INSTITUTIONAL ACCOUNT FMV 2,321,264. 2,321,264.


MORGAN STANLEY ACCOUNT FMV 1,502,866. 1,502,866.


TOTAL TO FORM 990, LINE 54, COL B 3,824,130. 3,824,130.


 


 


 


 


7, 8, 9


 



CITIZENAUDIT.ORG PAGE #0017
 


.SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES U 93-0323147


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


FORM 990 DEPRECIATION OF ASSETS NOT HELD FOR INVESTMENT STATEMENT 10

COST OR ACCUMULATED

DESCRIPTION OTHER BASIS DEPRECIATION BOOK VALUE

LAND 474,900. 0. 474,900.

BUILDING 429,537. 230,171. 199,366.

BUILDING IMPROVEMENTS 4,202,422. 787,287. 3,415,135.

COMPUTERS AND SOFTWARE 794,192. 610,490. 183,702.

FURNITURE AND EQUIPMENT 822,519. 372.018. 450,501.

TOTAL TO FORM 990, PART IV, LN 57 6,723,570. 1,999,966. 4,723,604.

FORM 990 OTHER ASSETS STATEMENT 11

DESCRIPTION AMOUNT

AGENCY CASH ACCOUNTS, HELD IN TRUST 761,687.

TOTAL TO FORM 990, PART IV, LINE 58, COLUMN B 761,687.

FORM 990 OTHER SECURITIES STATEMENT 12

OTHER

SECURITY DESCRIPTION SECURITIES

MORGAN STANLEY ACCOUNT FMV 635,492.

TO FORM 990, LINE 54, COL B 635,492.


10, 11, 12



CITIZENAUDIT.ORG PAGE #0018
LOCAL 563 OREGON PUBLIC EMPLOYEES U 93-0323147


 


 


 


FORM 990 PART V-A  LIST OF OFFICERS, DIRECTORS, STATEMENT 13

TRUSTEES AND KEY EMPLOYEES


 


 


EMPLOYEE


TITLE AND COMPEN- BEN PLAN EXPENSE

NAME AND ADDRESS AVRG SATION CONTRIB ACCOUNT

SHARON ADAMS OPERATIONS DIRECTOR

P.O. BOX 12159 40.00 60,529. 23,627. 4,215.

SALEM, OR 97309

JOE DINICOLA PRESIDENT

P.O. BOX 12159 40.00 89,431. 23,952. 2,940.

SALEM, OR 97309

LINDA BURGIN SECRETARYTREASURER

3021 MT. KUEBLER DR S 1.00 1,560. 0. 0.

SALEM, OR 97302

NANCY PADILLA VICE PRESIDENT

135 NE 8TH PL 1.00 1,560. O. 0.

HERMISTON, OR 97838

LESLIE FRANE EXECUTIVE DIRECTOR

P.O. BOX 12159 40.00 79,683. 18,801. 4,215.

SALEM, OR 97309

RICH PEPPERS ASST EXEC. DIR

P.O. BOX 12159 40.00 75,306. 25,385. 2,940.

SALEM, OR 97309

CARLA FRANCIS DISTRICT DIRECTOR

1581 GWINN ST E 1.00 0. 0. 0.

MONMOUTH, OR 97361

JOYE WILLMAN DISTRICT DIRECTOR

6211 SE 72ND AVE 1.00 0. 0. 0.

PORTLAND, OR 97206

DR JAMES GREER FINANCE DIRECTOR

P.O. BOX 12159 40.00 55,854. 21,834. 4,215.

SALEM, OR 97309

KATHIE BEST PAST PRESIDENT

1655 WATER ST NE #61 40.00 50,231. 14,413. 4,215.

SALEM, OR 97303

PAULA ALLEN DISTRICT DIRECTOR

1555 FERRY ST SE 1.00 0. 0. 0.


SALEM, OR 97301


13



CITIZENAUDIT.ORG PAGE #0019
 


.SEIU LOCAL 563 OREGON PUBLIC EMPLOYEES U


 


JOYE CAMACHO

P.O. BOX 13733

SALEM. OR 97309


SAUNDRA MIES-GRANTHAM

7227 SW ABALONE ST

SOUTH BEACH, OR 97366


GINA SANTACROCE

21978 NE CHINOOK WAY 

FAIRVIEW, OR 97024


HOLLY FRIES

16216 SE OAKFIELD RD

PORTLAND, OR 97267


FARRELL HOPKINS

1861 SE 218T #127

ALBANY, OR 97231


MELODY WILLIAMSON

1213 HEMLOCK LOOP

INDEPENDENCE, OR 97351


JAMES JACOBSON

P.O. BOX 50397

EUGENE, OR 97405


STAR HOLMBERG

937 D ST

SPRINGFIELD, OR 97477


SALLY CUMBERWORTH

P.O. BOX 1578

CAVE JUNCTION, OR 97523


JOHN COOK

341 BEECHWOOD DR

GRANTS PASS, OR 97526


TERA MARTINEZ

2970 3RD ST

BAKER CITY, OR 97814


STEVEN GLOVER

71150 LOWER BR

TERREBONNE, OR 97760


GUS COLE

3555 IRVING

ASTORIA, OR 97103


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DISTRICT

1.00


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


 


930323147

344CITIZENAUDIT.ORG PAGE #0020
SEIU LOCAL 563 OREGON PUBLIC EMPLOYEES U


 


BARBARA CASEY

4001 NE STANTON ST

PORTLAND. OR 97212


DISTRICT DIRECTOR

1.00 0.


930323147


 


TOTALS INCLUDED ON FORM 990, PART VA 414,498.


128,012. 22,740.


 


 


 


 


FORM 990 PART RELATIONSHIP OF ACTIVITIES TO


ACCOMPLISHMENT OF EXEMPT PURPOSES


STATEMENT 14


 


LINE EXPLANATION OF RELATIONSHIP OF ACTIVITIES


 


93A INTRA-UNION COMMUNICATIONS.

93B HOME CARE MEMBERS

94 EXPENSES OF PROVIDING SERVICES TO THE MEMBERS.

103C PROJECTS, SERVICES AND BENEFITS.


13,


MISCELLANEOUS REVENUES SUPPORT UNION ACTIVITIES AND IMPROVE

REVENUES RECEIVED TO OFFSET THE COST OF INSURANCE PROVIDED TO THE

MEMBERS ARE ASSESSED DUES TO GENERATE FUNDS USED TO MEET THE


NATIONAL AND REGIONAL REVENUES PROMOTE STATE-WIDE UNION


14


 



CITIZENAUDIT.ORG PAGE #0021
 


SEIU LOCAL 503


OREGON PUBLIC EMPLOYEES UNION


93-0323147


PART II LINE GRANTS AND ALLOCATIONS (SCHOLARSHIPS)


 


 


L Firlt Name 1 Last Nam: Residence I Award Amount j

NAOMI ADAMS 7505 N FESSENDEN ST PORTLAND OR 9720] $750 00

DANIEL ANDERSON 11326 SW 84TH AVE TIGARD OR 97223 $500 00

MICHAEL BASSETT 442 S 67TH ST SPRINGFIELD OR 97478 $750 00

BENJAMIN BEECHER 5900 HWY 238 JACKSON OR 97530 $500 00

TREVOR BRANDT 2120 CUNNINGHAM LN S SALEM OR 97302 $750 00

SHAUN BREADY 330 S FOLSOM CF COQUILLE OR 9742] $500 00

JODI BURCH PO BOX 516 LAGRANDE OR 97850 $750 00

BONNY CHANG 7606 SE I 17TH DR PORTLAND OR 97266 $750 00

AMY CHRISTY 2200 GENE CAMERON WAY MEDFORD OR 97504 $750 00

LINDY CLAYTON 937 NW 22ND CT REDMOND OR 97756 $750 00

ROSE 2000 NE TILLAMOOR PORTLAND OR 97212 $500 00

DEIDRE CROWELL 1935 PAINTER ST KLAMATH FALLS OR 97601 $750 00

JONATHAN CUMMINS I272 ALDER AVE COOS BAY OR 97420 $500 00

MICAH FAVILLE 584 HORNET DR N KEIZER OR 97303 $500 00

MICHELL GILMAN |8l7 LILLIAN ST MEDFORD R0 9750] $750 00

WENDE GLIMFSE 744 DAKOTA AVE MEDFORD OR 97501 $750 00

DONNA HARRIS 6808 SW CAPITOL HWY 11 8 PORTLAND OR 97219 $750 00

HAUSER 5516 NE 28TH AVE PORTLAND OR 97211 $500 00

RIGOBERTO HINOJOSA 54305 FRONTAGE RD POINT OR 97458 $500 00

MAXIM HOFFMAN PO BOX I I I OBRIEN OR 97534 $500 00

CAILEEN JAMIESON 807 NW 6TH ST PENDLETON OR 97801 $500 00

ERIC LEAMING 2924 MICAH CIRCLE MEDFORD OR 97504 $750 00

MATTHEW MANZELLA PO BOX 43 GOLD BEACH OR 97444 $500 00

MARKS 41582 POWDER RIVER RD RICHALND OR 97870 $500 00

THERESA MCCARIT 1360 FRANKLIN ST NW SALEM OR 97304 $750 00

BRITTANY MEZA PO BOX 799 DRAIN OR 97435 $500 00

DEANNA NIELSEN 88816 DAWSON RD GEARHART OR 97138 $750 00

DEBORAH ODONNELL 482 CAROL ST ASHLAND OR 97520 $500 00

MOLLY PLUMB 2] COUNCIL NE SALEM OR 97305 $750 00

JENNIFER SLATER 1287 3RD ST NW SALEM OR 97304 $750 00

MADELINE SMITH 64931 HURRICANE CREEK RD ENTERPRISE OR 97828 $500 00

SHARRYL SOSA 3120 WILLAKENZIE RD EUGENE OR 97401 $750 00

KELSEY STEVENSON 66157 EAST BAY RD NORTH BEND OR 97459 $500 00

THEODORE SWEENEY 3620 SE FLAVEL ST PORTLAND OR 97202 $500 00

JAMIE WAKE 1247 ASHWOOD CT LEBANON OR 97355 5750 00

MEORAH SOLAR 280 APPLEWOOD LN 51 55 EUGENE OR 97408 $750 00

JERRY PLUMB 2131 COUNCILCT NE SALME OR 97305 $750 00


$23,500 00


 



CITIZENAUDIT.ORG PAGE #0022
 


SEIU LOCAL 503


OREGON PUBLIC EMPLOYEES UNION


93-0323147


PART II, LINE 22 GRANTS AND ALLOCATIONS (DONATIONS)


 


Donauon to


AFL-CIO

BEND FRIENDS


CASCADE AIDS PROJECT

ECUMENICAL MINISTRIES


ENLACE


Foster Powell Neighborhood Asso


JWJ PORTLAND


JWJ SOUTHERN OREGON


KBOO


LABOR HERITAGE FOUNDATION

COMMUNITY SERV

MARION POLK STATE FAIR BOOTH

MEXICO SOLIDARITY NETWORK


NOW


NW WORKERS JUSTICE PROJECT


I Address


815 16TH STREET NW WASHINGTON DC 20077

501 NW WALL ST BEND OR 97701


620 SW 5TH AVE M Ii 300 PORTLAND OR 97204

0245 SW BANCROFT ST SUITE B PDX OR 97239

320 SW STARK ST SUTE 410 PORTLAND OR 97204

6401 SE FOSTER RD PORTLAND OR 97206


6025 E BURNSIDE PORTLAND OR 97215


298 GARFIELD ST MEDFORD OR 97520


20 SE 8TH AVE PORTLAND OR 97214


888 16TH ST NW STE 680 WASHINGTON DC 20006

1125 SE MADISON PORTLAND OR 97214


2330 17TH ST NE SALEM OR 97303


4834 N SPRINGFIELD CHICAGO IL 60625


PO BOX 1524 CORVALLIS OR 97339


917 OAK ST, SUITE 426 PORTLAND OR 97205


Purpose


DEFRAY COSTS

CONTRIBUTION

CONTRIBUTION

CONTRIBUTION


ADDL CONTRIBUTION


CONTRIBUTION

CONTRIBUTION

CONTRIBUTION

CONTRIBUTION

CONTRIBUTION

FOOD BANK


CONTRIBUTION

CONTRIBUTION

CONTRIBUTION

CONTRIBUTION


I Amount I


200

50

100


1 .500

2.500

2,000

7,850

500


,200

50


1 .250

500

60

400


,000


OHAC 3896 BEVERLY AVE NE SALEM OR 97305 ANNUAL CONTRIBU 500

OREGON AFL-CIO 2110 STATE ST SE SALEM OR 97301

OREGON ALLIANCE FOR RETIRED 4125 NE 72ND AVE PORTLAND OR 97218


OREGON BUSINESS 2005 STATESMAN 6700 SW 105TH S 315 PORTLAND OR 97208


CONTRIBUTION

CONTRIBUTION


OREGON COMMISSION FOR WOMEN

OREGON FAIR TRADE COALITION


OREGON LERA


OREGON STUDENT FOUNDATION

OREGON TRADESWOMAN


PCUN


PIONEER HUMANE SOCIETY

PORTLAND CENTER TOUR


SEIU LOCAL 11

ST FRANCISNOZ


PO BOX 751-CW PORTLAND OR 97207


310 SW 4TH AVE, 11 436 PORTLAND OR 97204


PO BOX 231239 TIGARD OR 97281


635 NE DEKUM ST PORTLAND OR 97211


1714 NE ALBERTA ST PORTLAND OR 97211


300 YOUNG ST WOODBURN OR 97071


PO BOX 1876 PENDLETON OR 97801


616 E BURNSIDE PORTLAND OR 97214


1680 MICHIGAN AVE STE 1100 MIAMI FL 33139

6401 SE FOSTER RD PORTLAND OR 97206


TABLE

MEMBERSHIP

CONTRIBUTION

CONTRIBUTION

CONTRIBUTION

CONTRIBUTION

CONTRIBUTION

SPONSORSHIP


STRIKE DONATION


CONTRIBUTION


CONTRIBUTION

CONTRIBUTION


PO BOX 62 KEENE CA 93531

2110 STATE ST SALEM OR 97301


UNITED FARM WORKERS

WORKERS MEMORIAL


WORKERS MEMORIAL TOTAL DONATIONS S


 

Text from 2005/09 EO 990 (filed 2006/03), extracted with optical character recognition (see PDF)

NJ,


990' v-V Return of Organization Exempt From Income Tax

Form Under section 501(c). 527, or 4947(a)(1) of the Internal Revenue Code (exceptblack lung


benefit trust or private foundation)


Department of the Treasury


OMB No 1545-0047


1 2004


Open to Public


 


 


 


 


 


 


 


 


 


 


.mema. Revenue 3m. b The organization may have to use a copy of this return to satisfy state reporting reqmrements. InSpeclion


A Forthe 2004 calcndaryear, or tax yearbeginning OCT 1 2004 and ending SEP 30 I 2005


B Chedt If Please 0 Name of organization D Employer identilication number


use was SEIU LOCAL 5 0 3


9334325 52:12: OREGON PUBLIC EMPLOYEES UNION 5113253317 2: Number and street (or P.O. box it mail IS not delivered to street address) Room/sude ETelephone number

12111:. Spec-i-cP.O. BOX 12159 (503) 581-1505

253'"  City or town, state or country, and ZIP 4 F Accountingmelhod Cash Accrual

m? SALEM OR 9 7 3 0 9 823m b

0 Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts H and )am no) app/meme to seem, 527 organzamns


must attach a completed Schedule A (Form 990 or 990-EZ).

G Website: . SEIU5 0 3 . ORG (LOWER CASE)


Organization type (chectonlvonelb IE 501(0) 5


L.


)4 (insert no) 4947(a)(1) or 527


K Check here b :1 it the organization's gross receipts are normally not more than $25,000. The


organization need not file a return With the but ifthe organization received a Form 990 Package

in the mail, it should file a return Without finanmal data. Some states require a complete return.


L Gross receipts: Add lines 6b, 8b, 9b, and 10b to line 12 b


19,317,072.


H(a) Is this a group return for aftiliates? Yes LE1 No

H(b) If 'Yes, enter number 01 affiliates}


H(c) Are all affiliates included? Yes :1 No

(If 'No, attach a list.) R

H(d) Is this a separate return filed by an or-

ganization covered by a group ruling? Yes No


I Group Exemption Number V 0 9 3 2

M Check b ii the organization is not requned to attach

Sch. B (Form 990, 990EZ. or 990-PF).


Part I Revenue, Expenses, and Changes in Net Assets or Fund Balances


 


 


 


 


 


 


 


 


 


 


VJVJ


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


   


 


 


 


 


 


 


 


1 Contributions, gifts, grants, and Similar amounts received:

a Direct public support 1a

b Indirect public support 1b

c Government contributions (grants) 1c

it Total (add lines ta through 1c) (cash noncash 1d 0 .

2 Program servrce revenue including government fees and contracts (from Part VII, line 93Membership dues and assessments Interest on savmgs and temporary cash investments DiVidends and interest from securities 5

6 a Gross rents 6a

b Less: rental expenses 6b

c Net rental income or (loss) (subtract line 6b from line 6a) Be

a, 7 Other investment income (describe b J 7

g 8 a Grass amount from sales of assets other (A) Securities (B) Other

3, than inventory Less: cost or other bass and sales expenses Gain or (loss) (attach scheduleNet gain or (loss) (combine line 80, columns (A) and STMT Special events and actiwties (attach schedule). Ifany amount IS from gaming, check here b :1

a Gross revenue (not including of contributions

reported on line 1a) 9a

b Less: direct expenses other than tundraismg expenses 9b

c Net income or (loss) from spemal events (subtract line 9b from line 9a) 9c

10 a Gross sales 01 inventory, less returns and allowances 10a

b Less: cost of goods sold 10b

c Gross profit or (loss) trom sales of inventory (attach schedule) (subtract line 10b from line 10a) 10c

11 Other revenue (from Part VII, line 103Total revenuejadd lines 1d, 2, 3, 4,5,6c, 7, 8d, 9c, 10cr1111:st Iin 44, column 44, column 14

g 5F Fundraismg (from line 44ojtilizmgtac edule) SEE STATEMENT nes1 44, column 17 18,278, 439.

m 1 Ilne 17 from inning of year (from line 73, column ther changes in net assets or fund balances (attach explanation) SEE STATEMENT Net assets or fund balances at end of year (combine lines 183%?1315 LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions Form 990 (2004)



CITIZENAUDIT.ORG PAGE #0003
SEIU LOCAL 503


 


 


OREGON PUBLIC EMPLOYEES UNION 93-0323147

Statement of All organizations must complete column (A). Columns (B), (C), and (D) are reqUIred for section 501(c)(3) Page 2

Functional Expenses and (4 organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others.

Do not Include amounts reported on line B Pro ram 0 Management

6b. 8b, 9b. 10b. or 16 of Part I. (A) 3' and general Fund'a'S'W


 


22 Grants and allocations (attach schedule)


(cash 5  noncashS 22   6

23 Specmc aSSIstance to Indiwduals (attach schedule) 23

24 Benefits paid to or for members (attach schedule) 24


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


25 Compensation of officers, directors, etcOther salaries and wages PenSIon plan contributions Other employee benefits 28

29 Payroll taxes 29

30 Protessmnal tundraISIng fees 30

31 Accounting fees 31

32 Legal fees 32

33 Supplies 33

34 Telephone 34

35 Postage and shipping 35

36 Occupancy 36

37 Eqmpment rental and maintenance 37

38 Printing and publications 38

39 Travel 39

40 Conferences, conventions, and meetings 40

41 interest 41

42 Depreciation, depletion, etc. (attach scheduleOther expenses not covered above (Itemize):

3 43a

b 43b

c 43::

d 43d

e SEE STATEMENT Eali'zhtli'pta'Joint Costs. Check F El Ifyou are followmg SOP 98-2.


 


Are any iOInt costs from a combined educational campaign and tundraISIng soIICItatIon reported In (B) Program serVIces'Yes," enter the aggregate amount of these iOInt costs (ii) the amount allocated to Program serVIces 

the amount allocated to Management and general (ivlthe amount allocated to Fundraismg 


 


Part [Statement of Program Service Accomplishments


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


What IS the organization's primary exempt purpose? D

LABOR UNION OREGON EMPLOYEES Pm Igm Service

penses

All organizations must describe theIr exempt purpose achievements In a clear and consise manner State the number of clients sewed. publications Issued. etc Drscuss (Requed to, 501(c)(3) and

achievements that are not measurable (Section 501(c)(3) and (4) organizations and 4947(aX1) nonexempt charitable trusts must also enter the amount of grants and (4) 0,95 and 4947(3))

allocations to others) trusts. but optional for others 

8 THE ORGANI ZATION IS A LABOR UNION REPRESENTING THE INTERESTS

OF 3 64 3 2 6 SERVICE EMPLOYEES IN THE STATE OF OREGON .

(Grants and allocations 

b

(Grants and allocations; 

C

(Grants and allocations 

d

(Grants and allocations 

e Olht program SEIVICGS (attach schedule) (Grants and allocations 

f Total of Program Service Expenses (should equal line 44, column (B), Program serVIces) D


 


33%; Form 990 (2004)



CITIZENAUDIT.ORG PAGE #0004
SEIU LOCAL 5 0 3


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Form 9900004) OREGON PUBLI C EMPLOYEES UNION Page 3

Balance Sheets

Note: Where requrred, attached schedules and amounts Within the column (A) (B)

should be for end-of-year amounts only Beginning of year End of year

45 Cash - non-interest-bearlng Savmgs and temporary cash investments Accounts receivable 47a Less: allowance for doubtful accounts 47b Pledges receivable 48a

Ii Less: allowance for doubtful accounts 48b 48c

49 Grants receivable 49

50 Receivables from officers, directors, trustees,

m and key employees 50

3' 51 it Other notes and loans receivable 51a

2 b Less: allowance for doubtful accounts 51b 51c

52 Inventories far sale or use 52

53 Prepaid expenses and deferred charges Investments - securities STMT 7 STMT 8 El Cost FMV Investments - land, buddings. and

equrpment baSIs 55a

b Less: accumulated depreCiation 55b 55c

56 Investments - other 56

57 a Land, buildings, and eqmpment: ba3is 57a 7 949 565 .

b LesszaccumulateddepreCIatlon STMT 9 575 2,633,516. 2,499,877. 57c 5,316,049.

53 Other assets (describe SEE STATEMENT Total assets (add lines 45 through 58) (must equal line 74Accounts payable and accrued expenses Grants payable 61

w 62 Deferred revenue 52

.g 63 Loans from officers, directors, trustees, and key employees 63

E 64 a Tax-exempt bond liabilities 54;;

E b Mortgages and other notes payable STMT Other liabilities (describe F AGENCY ACCOUNTS Total liabilities (add lines so through 65Organizations that follow SFAS 117, check here D LEI and complete lines 67 through

w 69 and lines 73 and 74.

8 67 Unrestricted 121245,400. 67 12,039,702.

5 68 Temporarily restricted 68

:3 69 Permanently restricted 69

E Organizations that do not follow SFAS 117, check here F El and complete lines

t 70 through 74.

3 70 Capital stock, trust prinCIpaI, or current funds 70

g 71 Paid-in or capital surplus, or land, budding, and eqmpment fund 71

5 72 Retained earnings, endowment, accumulated income, or other funds 72

 73 Total net assets or fund balances (add lines 67 through 69 or lines 70 through 72; 

column (A) mustequal line 19; column (B) mustequal line 21) 12 245 400 . 73 124 0394 702 .

74 Total liabilities and net assets/fund balances (add lines Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization. How the public

perceives an organization in such cases may be determined by the information presented on its return. Therefore, please make sure the return is complete and accurate


and fully describes, in Part the organization's programs and accomplishments.


423021

01~13-05



CITIZENAUDIT.ORG PAGE #0005
SEIU LOCAL 503


 


OREGON PUBLIC EMPLOYE

Reconciliation of Revenue per Audited

Financial Statements with Revenue per


ES UNION


9303231


4 7 Page 4


Part Reconciliation of Expenses per Audited

Financial Statements with Expenses per


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Return Return

a Total revenue, gains, and other support a Total expenses and losses per

per audited financral statements a 1 8 072 741 . audited finanCiaI statements Amounts included on line a but not on

b Amounts included on line 9903

"9 12v Form 9903 (1) Donated serVIces

(1) Net unrealized gains and use of facilities 

on investments (2) Prior year adjustments

(2) Donated serVices reported on line 20,

and use of faculties s Form 990 

(3) Recoveries of prior (3) Losses reported on

year grants 3 line 20, Form 990 

(4) Other (speedy): (4) Other (speedy):



Add amounts on lines (1)through (4) b b 0 . Add amounts on lines (1) through (4) b b 0 .

c Lineaminuslineb b c18,072,741. c Lineaminuslineb b 018,278,439.

d Amounts included on line 12, Form d Amounts included on line 17, Form

990 but not on line a: 990 but not on line a:

(1) Investment expenses (1) Investment expenses

not included on not included on

line so, Form 990 line 6b, Form 990 

(2) Other (speedy): (2) Other (specify):

STMT 12 117,118. 

Add amounts on lines (Add amounts on lines (1) and(2) D d 0 .

e Total revenue per line 12, Form 990 e Total expenses per line 17, Form 990

(llnecpluslined) e18,189,859. (Imecplusllned) b e18,278,439.

Part VI List of Officers, Directors, Trustees, and Key Employees (List each one even it not compensated.)

(8) Title and average hours (0) Compensation (E) Expense

(A) Name and address per week devoted to p y account and


(It not paid, enter

posttion -0.)


plans deferred

compensation


other allowances


 


408,236.


 


39 410.


18,545.


 


 


 


 


 


 


 


 


 


 


 


 


75 Did any olticer, director, trustee, or key employee receive aggregate compensation of more than $100,000 lrom your organization and all related

organizations, 01 which more than $10,000 was crowded by the related organizations? lt"Yes," attach schedule. b I: Yes E No


 


423031 01-13-05


Form 990 (2004)



CITIZENAUDIT.ORG PAGE #0006
SEIU LOCAL 503


 


 


 


 


 


 


Form 990 (2004)  OREGON PUBLIC EMPLOYEES UNION Page 5

I Part VI Other Information Yes No

76 the organIzatIon engage In any actIVIty not preVIously reported to the If 'Yes," attach a detalled descrIptIon of each actIVIty 76 X

77 Were any changes made In the orgamzmg or governIng documents but not reported to the 77 X

It 'Yes, attach a conformed copy of the changes


78 a the organIzatIon have unrelated busmess gross Income of $1,000 or more durIng the year covered by return? 78a X


b It 'Yes, has It led a tax return on Form 990-T for Ms year? 78b X

79 Was there a quUIdatIon, dIssolutIon, termrnatton, or substantIal contractlon durIng the year? 79 X


 


If "Yes," attach a statement

80 a Is the organrzatIon related (other than by assocratIon a stateWIde or natIonWIde organIzatIon) through common membershIp,

governIng bodIes, trustees, oIcers, etc., to any other exempt or nonexempt organization? 80: X

b If 'Yes," enter the name of the organIzatIon P CITI ZEN ACTION BY PUBLI C EMPLOYEES

and check whether It Is it exempt or nonexempL


 


 


 


 


 


 


 


 


 


81 a Enter mm or IndIrect poIItIcaI expendrtures. See Me 81 InstructIons 81a the organIzatIon le Form 1120-POL tor thIs year? 81b X

82 a the organIzatIon recere donated serVIces or the use of materIals, equtpment, or at no charge or at substantIally less than

taIr rental value? 823 X

b It 'Yes, you may IndIcate the value 01 these Items here. Do not Include thIs amount as revenue In Part I or as an

expense In Part ll. (See InstructIons In Part 82b N A

83 a BIG the organIzatIon comply WIth the publIc InspectIon requnements for returns and exemptIon appIIcatIons? 833 X

b the organIzatIon comply WIth the dIsclosure reqmrements relatIng to ma pro quo contrIbutIons'7 set: X

84 a the organIzatIon 501ch any or cuts that were not tax deducthle 84a X

b If "Yes," dId the organIzatIon Include every an express statement that such contrIbutIons or Ms were not

tax A 84!:

85 501(c)(4), (5), or (6) organizatlons a Were substantrally all dues nondeduchble by members? A 853

b the organrzatIon make only In-house lobbyIng expendrtures of $2,000 or less? A 85b


 


If 'Yes" was answered to erther 35a or 85b, do not complete 85c through 85h below unless the organIzatIon recerved a waIver for proxy tax

owed tor the prror year.


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


c Dues, assessments, and srmIlar amounts from members 85c 0 .

d SectIon 162(e) lobbyIng and polItIcal expendItures 85d 0 .

e Aggregate amount of sectron 6033(e)(1)(A) dues notIces 85e 0 .

t Taxable amount of lobbyIng and polItIcal expendrtures (lIne 85d less 856)  85f 0 .

9 Does the organIzatIon elect to pay the sectIon 6033(e) tax on the amount on We 85f? 85g

h It sectIon 6033le)(1)(A) dues notIces were sent, does the organIzatIon agree to add the amount on Me 85t to Its reasonable estrmate of dues

allocable to and mum expendItures tor the tollowrng tax year A 85h

86 501(c)(7) organrzatrons Enter: a InItIatIon tees and capItaI contrIbutIons Included on Me 12 86a A

b Gross receIpts, Included on Me 12, for publIc use of club 86b 

87 501(c)(12) organizations Enter" a Gross Income from members or shareholders 87a A

b Gross Income from other sources. (Do not net amounts due or mm to other sources

agalnst amounts due or moment from them.) 87b 

88 At any tIme durIng the year, dId the organIzatIon own a 50% or greater Interest In a taxable corporatIon or partnershIp,

or an enlIty dIsregarded as separate from the organIzatIon under RegulatIons sechons 301.77012 and 

If "Yes," complete Part IX 88 X

89 a 501(c)(3) organizatrons. Enter: Amount of tax Imposed on the organlzatlon durIng the year under:

when 4911} NZA ;sectIon 4912b NZA ;sectIon 4955 b 

b 501(c)(3) and 501(c)(4) organrzatrons the organIzatIon engage In any sectIon 4958 excess beneflt

transactron duthg the year or dId It become aware of an excess beneftt transactIon from a prIor year?

If "Yes,' attach a statement explaInIng each transactIon A 89b

c Enter: Amount of tax Imposed on the organIzatIon managers or dIsqualItIed persons dump the year under

sectIons 4912, 4955,and 4958 b 

d Enter: Amount of tax on We 89c, above, reImbursed by the organIzatIon V N Z A

90 a LIst the states WIth 3 copy ot the return Is tIled b NONE

b Number of employees employed In the pay perIod that Includes March 12, 2004 The books are In care ol b JIM GREER Telephone no. f 5 03 2 581-1505

Locatedatb P.O. BOX 12159, SALEM, OR 

92 Sectron 494 nonexempt chantable trusts Form 990 In lIeu of Form 1041- Check here F El

and enter the amount of tax-exempt Interest recered or accrued durIng the tax year DJ 92 l 

423 Form 990 (2004)


0113-05



CITIZENAUDIT.ORG PAGE #0007



Form 990(2004) 

Part VII


SEIU LOCAL 503

OREGON PUBLIC EMPLOYEES UNION

Analysis of Income-Producing Activities (See page 33 of the Instructions.)


93


0323147 Paces


 


Note: Enter gross amounts unless othemrse

Indicated.


93 Program servrce revenue:

a MISCELLANEOUS INCOME


Unrelated busrness Income


Excluded by sectlon 512, 513, or 514


 


Busrness


(A) (5)


Amount

code


(0) (D)

Amount

code


(El

Related or exempt

Iunctron Income


 


21,899.


 


b HOMECARE BENEFITS ADMIN


720,690.


 


c


 


d


 


 


I Medlcare/Medrcard payments

9 Fees and contracts from government agencies

94 Membership dues and assessments

95 Interest on and temporary cash Investments

96 Divrdends and Interest Irom securlttes

97 Net rental mom or (loss) from real estate:

a debt-financed property

b not debt-trnanced property


98

99

100


Net rental Income or (loss) from personal property

Other Investment Income

Gain or (loss) from sales of assets


other than Inventory


101

102

103


Net mom or (loss) from speCIaI events

Gross mom or (loss) from sales of Inventory

Other revenue:


INSURANCE COMMI SS I ONS


 


 


16,835,514.


 


14 273,243.


 


 


 


 


 


 


 


18 67,029.


 


 


 


524298


92,851.


 


ADVERTI S ING


541800


10,125.


 


SEIU SUBSIDY


168,508.


 


 





 


104 Subtotal (add columns (B), (D), and 


105 Total (add Irne 104, columns (B), (D), and 

Note: Line 105 plus lrne 1d, Part I, should equal the amount on lrne 12, Part]

Part Relationship of Activities to the Accomplishment of Exempt Purposes (See page 34 of the 


 


 


102,976.


 


 


340 272 .


 


17,746,611.


 


b 18,189,859.


 


Line No.

V


Explain how each tor which Income rs reported In column (E) of Part VII contributed Importantly to the accomplishment of the organization's

exempt purposes (other than by tunds for such purposes).


SEE STATEMENT 14


 


 


 


 


Part m Information Regarding Taxable Subsidiaries and Disregarded Entities (See page 34 of the Instructions.)


 


 


 


 


 


 


 


 


 


 


 


(A) (B) (C) (D) (E)

Name, address, and EIN of corporation, Percentage of Nature of Total Income End-otyear

partnership, or disregarded entity Interest assets

HUBB LLC - P . 0. BOX OF UNION

1 2 1 5 9 SALEM OR CARE

97309  200573997 100% 724,127. 450,534.

/o


I Part X l Information Regarding Transfers Associated with Personal Benefit Contracts (See page 34 ot the Instructlons.)


Did the organization, during the year, receive any funds, directly or Indirectly, to pay premiums on a personal benefit contract? :1 Yes 11 No


the organization, dunng the year, pay premiums, dlrectly or Indirectly, on a personal benefit contract? :1 Yes No


Note: If "Yes" to (I), frlMann 8870 ,Ind F


4720 (see Instructions)


 


 


 


 


 


 


 


 


 


 


Under penM per] I c at a xamlned this return, Includan schedules and statements, and to the best of my knowledge and ballet, It Is true,

Please correct, and c late a n of Ether than officer) Is based on all Information of which preparer as any knowledg 

sun  Jae/3M 5.41; aws. 4- xEc. Azezcnfi

Here Ab I Date Type or name and trtle. 

. Check if Pr ar SSN r PTIN

. Preparer SIQnature 2 q 6 employed b 

Usepom SEEM ALDRICH KILBRIDE TATONE LLC an 

 image 1011 COMMERCIAL ST. NE, SUITE 120

339113.65 SALEM, OR 973011085 Phoneno.) (503) 5857774


 


 


 


Form 990 (2004)



CITIZENAUDIT.ORG PAGE #0008
t




Depreciation'and Amortization Detail F RM 0 pA E 2


 

 


Descrl non of IO e

Asset p p p "y


NU mber Date Method/ Life We Cost or Accumulated Current year


Inps'aesge IRCsec. or rate No. otherbasns reduction depreciation/amortization deduction


ILDI G

ILDI IMPRO

AR 1 . 1

ITURE AND E UIPMENT

OPAEZDEPR

7 4


   


418281 - rrent year sectlon 1

05-01-04



CITIZENAUDIT.ORG PAGE #0009
I


LOCAL 503 OREGON PUBLIC EMPLOYEES U 93-0323147


 


 


 


FOOTNOTES STATEMENT 1


PART VI, LINE 85A:


SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION IS A LABOR

UNION AND IS SPECIFICALLY EXEMPT FROM THE REQUIRMENT


TO REPORT LOBBYING EXPENSES TO THE MEMBERSHIP AS A

NONDEDUCTIBLE PORTION OF THEIR DUES, PER REV. PROC. 98-19.


l



CITIZENAUDIT.ORG PAGE #0010
1


LOCAL 503 OREGON PUBLIC EMPLOYEES U 930323147


 


 


 


 


 


 


FORM 990 GAIN (LOSS) FROM PUBLICLY TRADED SECURITIES STATEMENT 2

GROSS COST OR EXPENSE NET GAIN

DESCRIPTION SALES PRICE OTHER BASIS OF SALE OR (LOSS)

STOCKS 1,194,242. 1,127,213. 0. 67,029.

TO FORM 990, PART I, LINE 8 1,194,242. 1,127,213. 0. 67,029.


 


 


2



CITIZENAUDIT.ORG PAGE #0011



LOCAL 503 OREGON PUBLIC EMPLOYEES U


93-0323147


 


 


 


 


FORM 990


PAYMENTS TO AFFILIATES


STATEMENT 3


 


NAME


SERVICE EMPLOYEES INTERNATIONAL UNION


PURPOSE OF PAYMENT


 


DUES


ADDRESS


 


1313 L STREET NW, WASHINGTON DC

20005


AMOUNT


4,549,379.


 


NAME

OREGON SERVICE COUNCIL


PURPOSE OF PAYMENT


 


DUES


ADDRESS


 


10401 NE HALSEY, PORTLAND, OR 97220

AMOUNT


55,323.


 


NAME


OREGON 


 


ADDRESS


 


2110 STATE ST, SALEM. OR 97301


 


 


 


 


PURPOSE OF PAYMENT AMOUNT

DUES 234,307.

NAME ADDRESS


LOCAL LABOR OREGON


PURPOSE OF PAYMENT AMOUNT

DUES, COM COALITION, SVC AGN 4,832.

TOTAL TO FORM 990, PART I, LINE 16 4,843,841.


3



CITIZENAUDIT.ORG PAGE #0012



LOCAL 503 OREGON PUBLIC EMPLOYEES U 930323147


 


 


 


 


 


 


 


 


FORM 990 OTHER CHANGES IN NET ASSETS OR FUND BALANCES STATEMENT 4


DESCRIPTION AMOUNT


UNREALIZED LOSS ON INVESTMENTS <117,118.>


TOTAL TO FORM 990, PART I, LINE 20 <117,118.>


FORM 990 OTHER EXPENSES STATEMENT 5

(A) (B) (C) (D)


PROGRAM MANAGEMENT


DESCRIPTION TOTAL SERVICES AND GENERAL FUNDRAISING


GENERAL COUNCIL 13,521.


BARGAINING AND


TRAINING 1,045,627.


DUES AND REBATES 35,700.


EXECUTIVE DEPARTMENT 1,262,654.


ORGANIZING


DEPARTMENT 1,848,391.


GOVERNMENT RESEARCH


DEPARTMENT 291,995.


PUBLIC RELATIONS


DEPARTMENT 665,920.


ADMINISTRATIVE


DEPARTMENT 1,932,727.


SALEM OFFICE 872,278.


PORTLAND OFFICE 1,133,673.


EUGENE OFFICE 698,757.


MEDFORD OFFICE 282,564.


PENDLETON OFFICE 250,811.


LESS COMPENSATION


AND WAGES <5,070,667.>


LESS SCHOLARSHIPS


AND DONATIONS <45,778.>


LESS PENSION EXPENSE <774,458.>


INCOME TAXES 70,473.


MEMBER REBATES 392,841.


FAIR SHARE ADVANCE


REDUCTION PAYMENTS 91,762.


HOMECARE 622,923.


MEMBER GOVERNANCE 162,488.


ISSUES FUNDING 781,644.


HOMECARE BENEFITS


ADMIN 380,951.


NURSING HOME 254,155.


 


TOTAL TO FM 990, LN 43 7,200,952.


 


 


4, 5



CITIZENAUDIT.ORG PAGE #0013
1

1


LOCAL 503 OREGON PUBLIC EMPLOYEES U


 


930323147


 


 


FORM 990


CASH GRANTS AND ALLOCATIONS


STATEMENT 6


 


CLASSIFICATION NAME


 


SCHOLARSHIPS


DONATION


DONATION


DONATION


DONATION


DONATION


DONATION


DONATION


DONATION


DONATION


DONATION


DONATION


DONATION


SEE ATTACHED

SCHEDULE


OREGON AUDOBON


OREGON EMPLOYMENT

ASSOCIATION


OREGON BUSINESS

TABLE


JWJ




JOBS WITH JUSTICE

PORTLAND


MEXICO SOLIDARITY

NETWORK


OREGON TRADESWOMEN


SEIU LOCAL 11199


OREGON NATIONAL

GUARD




ASSOCIATION


ASUO STREET FAIR


CAUSA


 


 




ADDRESS RELATIONSHIP AMOUNT


NONE


23,000.


5151 NW CORNELL NONE

ROAD, PORTLAND, OR

97210 100.

6900 SW HAINES NONE

ROAD, PORTLAND, OR

97223 200.

6700 SW 105TH ST NONE

#213, BEAVERTON,

OR 97008 1,000.

P.O. BOX 10272, NONE

EUGENE, OR 97440 2,500.

6025 E. BURNSIDE, NONE

PORTLAND, OR 97215 6,600.

4834 N NONE

SPRINGFIELD,

CHICAGO, IL 60625 500.

1714 NE ALBERTA NONE

ST, PORTLAND, OR

97211 100.

1500 N 2ND ST, NONE

HARRISBURG, PA

17102 250.

1921 TURNER RD SE, NONE

SALEM, OR 97302 3,000.

1311 NW 215T AVE, NONE

PORTLAND, OR 97209 750.

1228 U OF 0, NONE

EUGENE, OR

974031228 50.

3545 PORTLAND RD NONE

NE, SALEM, OR

97303 600.


6



CITIZENAUDIT.ORG PAGE #0014
g


 


 


 


 


 


LOCAL 503 OREGON PUBLIC EMPLOYEES U 930323147

DONATION ECUMENICAL 245 SW BANCROFT NONE

MINISTRIES OF OR ST, PORTLAND, OR

97239 500.

DONATION OAEYC P.O. BOX 1455, NONE

TUALATIN, OR 97062 275.

DONATION NALC BRANCH 82 5265 NE 42ND AVE, NONE

PORTLAND, OR 97218 1,250.

DONATION BASIC RIGHTS OF P.O. BOX 40625, NONE

OREGON PORTLAND, OR 97240 1,250.

DONATION BURMA INSTITUTE 1717 MASSACHUSETTS NONE

FOR DEMOC AVE STE 704,

DEVELOP WASHINGTON, DC 2,353.

DONATION SEIU HURRICANE 1313 L ST NW, NONE

RELIEF FUND WASHINGTON, DC

20005 1,000.

DONATION CHILDREN FIRST FOR P.O. BOX 14914, NONE

OREGON PORTLAND, OR 97293 500.

TOTAL INCLUDED ON FORM 990, PART II, LINE 22 45,778.

FORM 990 NONGOVERNMENT SECURITIES STATEMENT 7

OTHER

PUBLICLY TOTAL

CORPORATE CORPORATE TRADED 

SECURITY DESCRIPTION STOCKS BONDS SECURITIES SECURITIES

SCHWAB INSTITUTIONAL FMV

ACCOUNT 777,986. 777,986.

SCHWAB INSTITUTIONAL FMV

ACCOUNT 628,006. 628,006.

TO FORM 990, LINE 54, COL B 628,006. 777,986. 1,405,992.


 


6,


7



CITIZENAUDIT.ORG PAGE #0015
q


LOCAL 503 OREGON PUBLIC EMPLOYEES U


 


930323147


 


 


 


 


 


FORM 990 GOVERNMENT SECURITIES STATEMENT 8


U.S. STATE AND TOTAL 

DESCRIPTION GOVERNMENT LOCAL SECURITIES

SCHWAB INSTITUTIONAL ACCOUNT FMV 3,158,523. 3,158,523.

TOTAL TO FORM 990, LINE 54, COL B 3,158,523. 3,158,523.


 


 


 


 


 


 


 


FORM 990 DEPRECIATION OF ASSETS NOT HELD FOR INVESTMENT STATEMENT 9

COST OR ACCUMULATED


DESCRIPTION OTHER BASIS DEPRECIATION BOOK VALUE


LAND 735,100. 0. 735,100.

BUILDING 747,658. 301,110. 446,548.

BUILDING IMPROVEMENTS 1,265,043. 825,811. 439,232.

COMPUTERS AND SOFTWARE 1,238,611. 1,011,613. 226,998.

FURNITURE AND EQUIPMENT 997,241. 494,982. 502,259.

CONSTRUCTION IN PROCESS 2,965,912. 0. 2,965,912.

TOTAL TO FORM 990, PART IV, LN 57 7,949,565. 2,633,516. 5,316,049.


 


 


 


 


FORM 990 OTHER ASSETS STATEMENT 10

DESCRIPTION AMOUNT


AGENCY CASH ACCOUNTS, HELD IN TRUST 682,545.

TOTAL TO FORM 990, PART IV, LINE 58, COLUMN B 682,545.


 


 


 


FORM 990


MORTGAGES PAYABLE


STATEMENT 11


 


DESCRIPTION

BANK OF THE CASCADE


TOTAL INCLUDED ON FORM 990,


PART IV, LINE 64B, COLUMN B


BALANCE DUE

1,968,911.

1,968,911.


8, 9, 10, 11



CITIZENAUDIT.ORG PAGE #0016
q


LOCAL 503 OREGON PUBLIC EMPLOYEES U


 


930323147


 


 


 


FORM 990 OTHER REVENUE INCLUDED ON FORM 990 STATEMENT 12

DESCRIPTION AMOUNT


UNREALIZED LOSS ON INVESTMENTS 117,118.

TOTAL To FORM 99o, PART 117,118.


 


 


FORM 990


TRUSTEES AND KEY EMPLOYEES


PART V - LIST OF OFFICERS, DIRECTORS,


STATEMENT 13


 


NAME AND ADDRESS


SHARON ADAMS

P.O. BOX 12159

SALEM. OR 97309


JOE DINICOLA

P.O. BOX 12159

SALEM, OR 97309


LINDA BURGIN

3021 MT. KUEBLER

SALEM. OR 97383


NANCY PADILLA

135 NE 8TH PL

HERMISTON, OR 97838


BARBARA CASEY

4001 NE STANTON ST

PORTLAND, OR 97212


GINGER REDLINGER

4378 S. ELLIOTT PRAIRIE RD

WOODBURN, OR 97071


LESLIE FRANE

P.O. BOX 12159

SALEM, OR 97309


RICH PEPPERS

P.O. BOX 12159

SALEM, OR 97309


EMPLOYEE

BEN PLAN EXPENSE

CONTRIB ACCOUNT


 


TITLE AND COMPEN-

AVRG SATION

OPERATIONS DIRECTOR

40 61,403.

PRESIDENT

40 78,859.


SECRETARYTREASURER


1


VICE PRESIDENT

1


DISTRICT DIRECTOR

1


DISTRICT DIRECTOR

1


EXECUTIVE DIRECTOR


40


ASST EXEC. DIR

40


1,560.


1,560.


80.982.


76,336.


8,603. 4,155.


0. 2,45011,775. 4,155.

11,132. 2,940.

12, 13



CITIZENAUDIT.ORG PAGE #0017
V


(SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES U


 


MICHAEL SIMPSON

P.O. BOX 8143

PORTLAND, OR 97207


CARLA FRANCIS

1581 GWINN ST E

MONMOUTH: OR 97361


ANNETTE WOODMARK

86378 SANFORD RD

EUGENE, OR 97402


RACHEL CHARTIER

1400 LAMESA ST

MEDFORD, OR 97504


BART LEWIS

937 D ST

SPRINGFIELD, OR 97477


JOHN SAYLER

4774 ALVA AVE

KLAMATH FALLS, OR 97603


JANET FERRIS

4815 SILVER SAND ST W

TILLAMOOK, OR 97141


JOYE WILLMAN

6211 SE 72ND AVE

PORTLAND, OR 97206


MELINDA PROFFITT

P.O. BOX 1980

REDMOND, OR 97756


DR JAMES GREER

P.O. BOX 12159

SALEM, OR 97309


KATHIE BEST

P.O. BOX 12159

SALEM, OR 97309


PAULA ALLEN

1555 FERRY ST SE

SALEM, OR 97301


YVONNE LEDBETTER

1663 WATER ST NE #81

SALEM, OR 97303


DISTRICT

1


DISTRICT

1


DISTRICT

1


DISTRICT

1


DISTRICT

1


DISTRICT

1


DISTRICT

1


DISTRICT

1


DISTRICT

1


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


DIRECTOR


FINANCE DIRECTOR


40


PAST PRESIDENT


1


DISTRICT

1


DISTRICT

1


DIRECTOR


DIRECTOR


61,118.


46,418.


930323147


7,900. 4,155.

O. 690.

0. 0.

O 0.


13



CITIZENAUDIT.ORG PAGE #0018
 Q


LOCAL 503 OREGON PUBLIC EMPLOYEES U 93-0323147


 


JOYE CAMACHO DISTRICT DIRECTOR


3382 BASSWOOD ST NW 1 0. 0. 0.

SALEM, OR 97304


KERRY MUNIZ DISTRICT DIRECTOR


P.BOARDMAN, OR 97818


SAUNDRA MIES-GRANTHAM DISTRICT DIRECTOR


7227 SW ABALONE ST 1 0. 0. 0.


SOUTH BEACH. OR 97366


 


TOTALS INCLUDED ON FORM 990, PART V 408,236. 39,410. 18,545.


 


 


 


 


FORM 990 PART - RELATIONSHIP OF ACTIVITIES TO STATEMENT 14

ACCOMPLISHMENT OF EXEMPT PURPOSES


 


LINE EXPLANATION OF RELATIONSHIP OF ACTIVITIES


 


93A MISCELLANEOUS REVENUES SUPPORT UNION ACTIVITIES AND IMPROVE

INTRA-UNION COMMUNICATIONS.


933 REVENUES RECEIVED TO OFFSET THE COST OF INSURANCE PROVIDED TO THE

HOME CARE MEMBERS


94 MEMBERS ARE ASSESSED DUES TO GENERATE FUNDS USED TO MEET THE

EXPENSES OF PROVIDING SERVICES TO THE MEMBERS.


103C NATIONAL AND REGIONAL REVENUES PROMOTE STATE-WIDE UNION

PROJECTS, SERVICES AND BENEFITS.


13, 14



CITIZENAUDIT.ORG PAGE #0019
SEIU Local 503


Oregon Public Employees Union


EIN 930323147


Part II Line 22: Grants and Allocations


Schedule of Scholarships


Last Name

BEIER

BRANDT

BRANDT

CALLAHAM



CLARK

CLAYTON

CRANOR

CROWELL

DELATER

ELLIS

FULTZ

HARRIS

HENDRICKS

JOHNSON

KRABILL

LEAMING

LEWIS

LOWER

MALEY

MCALPINE

MOREFIELD

NOBLE

OCONNOR

POTTER

RICHARDSON

SARGENT

SMITH

SPAKOUSKY

WALKER



WHITE

WICK

WILLIAMS

GLIMPSE

HONG


First Name

NICOLE

TREVOR

COLIN

ROBIN

AMY

WILLIAM

LINDY

LILY

DEIDRE

MEGAN

LORIANNE

MARGO

DONNA

JANET

SARAH

TIRZAH

ERIC

CHRISTINA

DANIEL

SEAN

KRISTEN

VICTORIA



MIKAYLEE

LAUREN

TRACY

JENNIFER

LAUREL

ADMENNE

ROBIN

HEATHER

SAMANTHA

ELIZABETH

GREGORY

WENDE

JENNIFER


ADDRESS


1921 NW MAPLE PLACE

2120 CUNNINGHAM LN S

2120 CUNNINGHAM LN S

16 NW 10TH


2200 GENE CAMERON WAY

1513 T AVE


937 NW 22ND CT


960 CHESHIRE AVE


I935 PAINTER ST


456 LANTZ ST SE


284 S 7IST ST


2395 DUBENS LANE


6808 SW CAPITOL HWY #8

601 SW HILLWOOD CRT

1535 WEST 26 AVE


2889 KINNEY LOOP


2924 MICAH 


3113 BRISTOL AVE UNIT 9

9552 N EDISON ST


265 WEST OREGON STREET

4260 CLAY PLACE SE


129 NORTH FRONT ST

5237 CHEHALIS DR N

8600 NW OAK CREEK DRIVE

62145 STARR LANE


1240 TYLER


705 BONNEVILLE RD


3380 AVALON DRIVE


333 LITTLE VALLEY ROAD

P 0 BOX 737


715 W RAINBOW STREET

P 0 BOX 643


PO BOX 3062


5550 SINCLAIR STREET

744 DAKOTA AVE


2828 SE 45TH AVE


CITY

REDMOND

SALEM

SALEM

PENDLETON

MEDFORD

LAGRANDE

REDMOND

EUGENE

KLAMATH FALLS

SALEM

SPRINGFIELD

SPRINGFIELD

PORTLAND

BEND

EUGENE

EUGENE

MEDFORD

KLAMATH FALLS

PORTLAND

UNION

ALBANY

TALENT

KEIZER

CORVALLIS

LA GRANDE

EUGENE

LAKESIDE

HOOD RIVER

ROSEBURG

MILL CITY

ROSEBURG

BURNS

EUGENE

WEST LINN

MEDFORD

PORTLAND


ZIP


97756

97302

97302

97801

97504

97850

97756

97402

97601

97302

97478

97477

97219

97702

97405

97408

97504

97603

97203

97883

97322

97540

97303

97330

97850

97402

97449

97031

97470

97360

97470

97720

97403

97068

97501

97206


COLLEGE


WHITMAN COLLEGE


UNIV OF PORTLAND

LINFIELD COL


BLUE MOUNTAIN COM COL

OREGON INST OF TECH

UNIV OF OREGON


OREGON INST OF TECH

UNIV OF OREGON


OREGON INST OF TECH

CHEMEKETA COM COL


NW CHRISTIAN COL


UNIV OF PORTLAND

PORTLAND ST UNIV

CENTRAL OREGON COM COL

OREGON STATE UNIV

OREGON HLTH AND SCI UNIV

OREGON INST OF TECH

OREGON INST OF TECH

UNIV OF PORTLAND

WALLA WALLA CC

OREGON STATE UNIV

MONTANA ST U BOZEMAN

PORTLAND ST UNIV

PORTLAND ST UNIV

WASHINGTON ST UNIV

UNIV OF OREGON


OREGON STATE UNIV

PORTLAND COM COL

SEATTLE PACIFIC UNIV

LINFIELD COL PTLD

GRINNELL COL


UNIV OF OREGON


UNIV OF OREGON


UNIV OF WASHINGTON

ROGUE COM COL


LEWIS CLARK COL


AWARD

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500

500

750

750

750

500

750

750

500

750

500

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23 000


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CITIZENAUDIT.ORG PAGE #0020
 


 


 


 


SEIU LOCAL 503, OREGON PUBLIC

EMPLOYEES UNION


 


 


 


 


 


 


INDEX

Constitution

Article


I NAME


11 PURPOSE


HEADQUARTERS

TV MEMBERSHIP


V LOCALS


VI DISTRICTS


VII BOARD OF DIRECTORS

GOVERNMENT


IX ADMINISTRATION

X LIMITATIONS


XI AMENDMENT


Bylaws

Article


GENERAL


MEMBERSHIP


GENERAL ELECTION REQUIREMENTS

LOCAL ELECTIONS


DISTRICT ELECTIONS

STATEWIDE OFFICER ELECTIONS

DISTRICT DESIGNATION


EXECUTIVE COMMITTEE


BOARD OF DIRECTORS


DUTIES OF OFFICERS


RESERVED ARTICLE (For new Language)

UNION STEWARDS

AND MEMBERS

STANDING AND SPECIAL COMMITTEES

THE GENERAL COUNCIL


FINANCIAL


CENTRAL LEDGER ACCOUNTING SYSTEM

LOCALS NOT USING CENTRAL LEDGER

INACTIVATION 0F LOCALS

TRUSTEESHIP OF LOCAL FINANCES

POLITICAL ACTION PROGRAM

DESCRIMINATION


AMENDMENTS OF BYLAWS

PARLDVIENTARY AUTHORITY





3


Changes indicated in bold are update: as of the 2004 General Council

11/2004


Page








CITIZENAUDIT.ORG PAGE #0021
SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNION

CONSTITUTION


ARTICLE I - NAME


The name of this organization shall be the Service Employees International Union Local

503, Oregon Public Employees Union, hereinafter referred to as the "Union."


ARTICLE II - PURPOSE


The Umon is a labor organization established to represent and work for the benet of

employees on matters of employment relations, through collective bargaining and collective

bargaining contract administration; through pursuit of merit system remedies and other remedies

of law and rule; binding arbitration, worksite political organizing and Selfhelp

activities, through active initiation or support of legislation and ballot measures benecial to such

employees; through active opposition to legislation and ballot measures detrimental to the

interests of such employees; and through providing services and benets for the common good,

in a manner compatible with the public interest.


ARTICLE - HEADQUARTERS


The principal ofce of the Union, hereinafter referred to as "Headquarters," is located in

Salem, Oregon.


ARTICLE IV - MEMBERSHIP

Section 1. The Union has ve (5) types of membership: active, semi-active, associate, retired,

and staff. Subject to approval by the Board of Directors, eligibility for continuing membersth


may be extended to former active members who separate from employment in a bargaining unit

and to former staff members who separate from employment with the Union.


Section 2. -Active Membership.

(3) Active membership in the Union is open to employees excluding the followmg:


(1) Persons who are or would be excluded from bargaining units as supervisory or

condential employees.


(2) Persons in bargaining units in which the Local 503, Oregon Public


Employees Union is not the certied or recognized bargaining representative or

persons in bargaining units represented by a labor organization not afliated with


l - Constitution



CITIZENAUDIT.ORG PAGE #0022
 


the SETU Local 503, Oregon Public Employees Union other than members in

bargaining units currently being organized.


Active membership status shall continue during the period of time that an employee is

on authorized leave or for the first ninety (90) days of layoff status.


Section 3. Semi-Active Membership. Semi-active membership is limited to those seasonal

employees who are on layoff status.


Section 4. Associate Membership. Assocrate membership in the Union is open to those persons

excluded om active membership in Section 2, Active Membership, subsection (2), and

(3) of this Article, SEIU Local 503, OPEU staff members, or umon members in afliated labor


organizations, the AFLCIO.


Section 5. Retiree Membership. Retiree membership is limited to persons who, while employed,

were entitled to be active or associate members of the Union and retired under the provisions of

law governing retirement of members ofpublic employee retirement systems.


Section 6. Staff Membership. Staff membership is open to staff of the SEIU Local 503, Oregon

Public Employees Union. (See Bylaws, Article II, MEMBERSHIP, Section 5, Staff


Membership).

V - LOCALS


Section 1. The basrc membership group is the "local."

Section 2. Locals shall be established in accordance With the following procedure:


Each state agency and each non-state bargaining unit represented by SEIU Local 503,

OPEU shall constitute one statewide local whose membership shall be compuscd of

every active member of the Union employed in that state agency or bargaining unit.


Special chapters for retired people in each district may be established by a petition to

the district of fifteen (15) or more retired employees residing in that district.


A regular local may also be formed by afliation of an existing employee organization

with this Union. Afliation shall be pursuant to an ailiation agreement between the

organization and the Union approved by the Board and signed by the President and

Secretary-Treasurer of the Union. The afliation agreement shall provide, in addition to

other necessary provisions, that upon payment of Umon dues and acceptance of the Union

Constitution and Bylaws and other obligations of Union membership by the various

members of the organization qualifying for active membership in the Union, such

members shall be entitled to all the rights of, and shall be, active members of the Union

and the organization shall be entitled to all the rights and subject to all the obligations of,

and shall be a regular local of the Union.


When one of the foregoing conditions is met, the Board will issue a charter.



CITIZENAUDIT.ORG PAGE #0023
Section 3 Each local shall tile With Headquarters a duly authenticated copy of the local's

provisions for self-government and any subsequent amendments thereto. A local's provisions for

self-government may not conict with the Constitution or Bylaws of the Union or the enactments

of the General Council. To the extent that any such local provision 15 in conict, it is void.


Section 4. If a local becomes inactive, or if a local's charter is revoked, all unobligated monies of

the local shall revert to the treasury of the Union. Ifan inactive local has not been reactivated

within two (2) years, said monies shall be placed in the General Fund account of the Union.

Unobligated monies of a local whose charter has been revoked shall be placed in the General

Fund account of the Union upon receipt.


Section 5. The dues paid by Union members are Union monies whether for the use specically

of the Union or of the local. If a local chooses to afliate with any other labor orgamzation, the

funds in its treasury that were derived from such Union dues shall belong solely to the Union for

its use and shall be turned over to the Union by such local upon afliation of the local with the

other labor organization.


Section 6. The charter of any local not meeting conditions of Article V, LOCALS, Section 2, of

the Constitution may be revoked only by a two-thirds vote of the Board of Directors.


ARTICLE VI - DISTRICTS


Sectlon 1. For administrative and repreSCntative purposes, the state is divided into districts.

Each district is composed of the members working in that district, and members residing in that

district who comply With the district selection requirements outlined in the Union's 

(Article DISTRICTS AND LOCALS, Section 5, District Representation Option for

Members). Each district is represented by a Director or Directors based on the following

formula. Membership for this purpose shall be determined by membership record, one month

prior to the nal date for nominations.


Less than 1,000 members - 1 Director


Between 1,001 members and 4,000 members - 2 Directors


Between 4,001 members and 6,000 members - 3 Directors


More than 6,000 members - 4 Directors.

Section 2. Each district shall le with Headquarters a duly authenticated copy of the district

constitution and bylaws and any subsequent amendments thereto. A districts constitution and

bylaws may not conict with the Constitution or Bylaws of the Union or the enactments of the


General Council. To the extent that any such district provision is in conict, it is void.


A district shall form council-type organizations composed of members in the district as

provided in that district's constitution. The District Council shall assist the members in the


3 - Constitution



CITIZENAUDIT.ORG PAGE #0024
 


district, maintain an effective communication system between the Board of Directors and the

members, promote the organization's welfare in the areas of government relations, employee

benets, and community action, and carry out any other provrsion of the constitution and

bylaws not in conflict with the Constitution and Bylaws of the Union or the enactments of

General Council.


Section 3. Each district shall hold a minimum of two (2) District Council meetings per year

including one (1) just prior to General Council.


ARTICLE VII - BOARD OF DIRECTORS


Section 1. The Board of Directors of the Union, hereinaer referred to as the Board, consists of

the Statewide Officers, District Directors, and the President of Retiree Local 001, and in his/her

absence, the Vice President ofthe Retiree Local 00}.


Section 2. The Statewide Officers of the Union are: President, immediate Past President, Vice

President, Secretary-Treasurer, and Executive Director.


Section 3. The District Directors ofthe Union are the Directors of their respective distri cts.


Section 4. The Statewide Ofcers, except the lrnmediate Past President, are elected by the

membership statewide. The Presrdent becomes the Immediate Past President upon installation of

a successor.


Section 5. The District Directors are elected in their respective districts six (6) months prior to

each regular sessron of the General Council


Section 6. The term of ofce for the Board shall begin installation at a regular Session of

the General Council, and shall end with the installation ceremony held at the next regular sessron

of the General Council.


Section 7. A member can serve as the President for only two (2) consecutive two (Zl-year terms

or a major portion thereof in any ve (5)-year period.


Section 8. A member can serve as the Vice President, or the Secretary-Treasurer, or a District

Director for only two (2) terms in any six (6)-year period.


Section 9. Local Ofcers. District Directors, District Directors, Statewide Ofcers, and

voting delegates to General Council other than delegates from the Retired Local, and the person

in the Retiree Local Board posrtion shall be active members of the Union,


ARTICLE - GOVERNMENT l


Section 1. The General Council is the supreme governing body of the Union and shall meet in l

regular session every even-numbered year. 


4 - Constitution



CITIZENAUDIT.ORG PAGE #0025
 


 


 


Section 2. The Board is the governing body of the Union between sessions of General Council.


Section 3. The Executive Committee of the Board is the governing body between meetings of

the Board.


ARTICLE EX - ADMINISTRATION

Section 1. The administration of the affairs of the Union is vested in the Board.


Section 2. The Executive Director is the chief administrative ofcer of the Union. The

Executive Director is authorized to employ such staff as may be required to administer the affairs

of the Union, subject to the nancial ability of the Union.


Section 3. Every person who holds any ofce in the Union and every employee of the Union

(other than an employee performing exclusnel y clerical or custodial services) shall file a report

at Headquarters within sixty (60) days of the beginning of the scal year listing and describing,

for the one (l)-year penod beginning October 1, of the previous year:


All stocks, bonds, securities, accounts receivable, or other interests held directly or

indirectly by such person or employee or his or her spouse or minor child in any company

doing business with the Union and any income or other benet with monetary value

derived directly or indirectly by such person or employee or his or her spousc or minor

child from any company doing business with the Union.


All bonds, securities, or other interests which such person or employee or his or her

spouse or minor child directly or indirectly held in, and any income or other benet of

monetary value which such person or employee or his or her spouse or minor child

derived directly or indirectly from, any governmental agency whose employees the Union

represents or seeks to represent, except payments and benets received as an employee of

such governmental agency, unemployment compensation, workers compensation, and

other benets to such person or Union employee is entitled by law.


(0) Any nancial transaction in which such person or employee or his or her spouse or

minor child engaged, directly or indirectly, with a governmental agency whosc employees

the Union represents or seeks to represent, other than nancial aspects of those

relationships exempted in subsection of this Section.


Stocks, bonds, securities, and interests registered under the Securities Exchange Act of

1934, the Investment Company Act of 1940, or the Public Utility Holding Company Act of 1935,

need not be listed. The form for use in ling the reports shall be furnished by Headquarters to

each such Ofceholder and employee in September of each year.


Section 4. Members of the negotiating team are the Executive Director, or designee, the

members chosen to sit at the bargaining table, and the staff assigned to sit at the bargaining table.

Responsibility for presentation to the Union's negotiating team of demands, proposals, and other

material to be conSidered in collective bargaining contract negotiations lies with the active



CITIZENAUDIT.ORG PAGE #0026
 


 


membership. Once negotiations have commenced, authority to make decisions at the bargaining

table on behalf of the Union and the employees it represents, whether decisions to submit a

proposal, change a proposal, Withdraw a proposal, accept a counterproposal, or otherwise, shall

lie With the negotiating team in accordance With what reasonably appears at the time to be in the

best interests of the Umon and the employees it represents.


Section 5. Unless required by law or unless otherwise agreed at the bargaining table,

ratication of any contract may be limited to voting only by active members of the Union and

may be conducted by either a printed secret ballot sent or delivered to active members in the

bargaining unit or by vote of the active members at a membership meeting aer reasonable

advance notice specifying the date, time, place, and purpose of the meeting. The method of

ratication to be used in any particular situation shall be determined by majority vote of the

negotiating team.


Section 6. As used in the Union's Constitution and Bylaws, "secret ballot" means the expression

by ballot, voting machine, or othemise, but in no event by proxy, of a choice with respect to any

election or vote taken upon any matter, which is cast in such manner that the person 

such choice cannot be identied with the Chorce expressed.


ARTICLE X - LIMITATIONS


Section 1. No member or body of the Union shall take any action, which is incompatible with

the purpose of the Umon.


Section 2. No member or body of the Union shall take any action, which 15 in conict with the

expressed or implied powers conferred by this Constitution and Bylaws. To the extent that any

such action is in conict, it rs void.


SectiOn 3. No member or body of the Union shall publish, unless approval is obtained from

the General Council or from the Board, any recommendation declaring or implying the

endorsement of such recommendation by the Union and which is in conict with the position of

the Union in the followmg matters


Ballot measures.


Political candidates.


Legislation.


Wage and salary plans.


Retirement and other non-salary compensation.

Employee Representation.


State merit system and personnel rules.


Section 4. No member or body of the Union shall solicit funds or enter into any contract or other


arrangement regarding goods, property, or servrces in the name of the Union, or in such a manner

as to imply endorsement by the Union, unless approved by the General Council or by the Board.


R 


 



CITIZENAUDIT.ORG PAGE #0027
 


 


 


This limitation shall not apply. however, to activrties With a strictly socral or administrative

purpose.


Section 5. The total annual budget of the Union as approved by the General Council, or Board of

Directors in odd numbered years, shall not be exceeded, except by authority of the Board of

Directors or General Council.


Section 6. The Union is politically non-partisan.


Section 7. It is the intent of this Union that the Union's Constitution and Bylaws conform to the

standards of the federal Landrum-Griffin Act of 1959, as amended. In all situations of

membership rights, elections, accounting and disclosure, ofcer conduct, retention of records,

bonding, nancial relationships of officeholders and employees, and other labor organization

areas covered by that Act, where the Constitution or Bylaws do not specify otherwrse, the

requirements of that Act, to the extent properly applied to public sector employee representation,

shall be followed as the standards for this Union.


Section 8. There shall be established a Local Funds Account into winch shall be deposited all

local rebates for those locals participating in the Central Ledger Accounting System authorized in

the Union Bylaws. This account shall remain separate and distinct from all other accounts

maintained by the Union. Headquarters shall invest these local funds in interest-bearing accounts

which will maximize return and safety; however no member, ofcer, employee, or body of the

Union other than the General Councrl may divert or spend funds deposited in a particular local's

account without the approval of that specic local.


ARTICLE XI - AMENDMENT

Section 1. Amendment ofthe Constitution may be made in either of the following ways:


By two-thirds vote of the General Council in regular session.


By initiative petition either signed by 20 percent of the total active membership

of the Union, endorsed in writing by 30 percent of the regular locals, or endorsed

by the Board of Directors. Said petition shall be forwarded to Headquarters. Within

thirty (30) days after receipt at Headquarters and upon verication of the signatures on

the petition, the proposed amendment shall be transmitted to the regular locals for

approval. The proposed amendment must be approved by a majority of the regular locals

within one hundred and twenty (120) days from the date the proposed amendment is

transmitted om Headquarters to the regular locals; said amendment shall become

effective on the date the last requisrte regular locals approval is received in writing at

Headquarters.


END OF CONSTITUTION


Constitunon

l 1/2004


7 (nnctihmnn



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SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNION

BYLAWS


ARTICLE I - GENERAL

Section I. General and Financial Urnon Information.


Between November l and December 1 of each year the President and Secretary-

Treasurer of the Union shall Sign and le at Headquarters 21 statement showing:


(1) The name ofthe Union.


(2) The mailing address and street address of the Unions princrpal ofce.


(3) The address where the Union maintains its ofcial records.


(4) The name and title of each Statewide Ofcer, District Director. Assistant

District Director, and Local Ofcer.


(5) The amount of dues and any other periodic payments requrred to maintain

membership in the Union.


(6) A statement showmg (to the extent not otherwise set forth in the Unions

Constitution and Bylaws):


a. Qualications for and restrictions on membership.


b. Procedure for levying any assessment.


c. Insurance and other benet plans available to members.


(1. Authorization for disbursement of funds of the Union.


a. The person or which have audited any nancial transactions of

the Union in the last ve (5) years and where the audit report can be

inspected.


f. Procedures for the calling of regular and special meetings.


g. Procedures for the selection of ofcers at all levels of the Union and

Union Stewards, and a specific statement indicating how each such person

was elected, appointed, or otherwise selected.


h. Procedures for or removal of ofceholders, employees, or

agents of the Union for breaches of their trust.


i. Procedures for imposition of nes, suspensions, and expulsion of

members, including the grounds for such action and provisions for notice,

hearing, judgment on the evrdence, and appeal.


j. Procedures for obtaining authorization for bargaining demands.


it. Procedures for ratication of contract terms.


1. Procedures for obtaining authorization for strikes.


The President and Secretary-Treasurer of the Union shall annually sign and le at

Headquarters a nancial report containing the following information in such detail as may


1 - Bylaws


 



CITIZENAUDIT.ORG PAGE #0029
 


 


 


be necessary accurately to disclose the Union's nancral condition and operations for the

preceding scal year.


(1) Assets and liabilities at the beginning and end ofthe scal year.


(2) Receipts of any kind and the sources thereof.


(3) Salary, allowances, and other direct or indirect disbursements (including

reimbursed expenses) to each Ofceholder and each employee.


(4) Direct and indirect loans to any business enterprise, together with a statement

of the purpose, authorization, security if any, and arrangements for repayment.


(5) Other disbursements made by the Union and the purpose of such

disbursements.


The Union shall make the statement and report described in subsections and of

this Section available at Headquarters for inspection at any time during normal business hours by

any active or retired member of the Union. The Union shall also, subject to reasonable

limitations as to notice and specic time of inspection as may be necessary to prevent

interference with regular staff duties and subject to limitations necessary for the protection of its

books, records, and accounts, permit any such member for just cause to examine any books,

records, or accounts necessary to verify the statement described in paragraph or the report

described in paragraph 


Section 2. Every Local President, Local Secretary, and Local Treasurer, every District Councrl,

the Union President, the Union Secretary-Treasurer, and the Executive Director of the Union

shall maintain records on the matters required to be reported under Section 1, General and

Financial Union Information, of this Article which will provrde in sufcient detail the necessary

basic information and data from which the statement and report described in subsections and

of Section 1, General and Financial Union Information, of this Article may be veried,

explained, or claried, and checked for accuracy and completeness, and shall include vouchers,

work sheets, receipts, and applicable resolutions, and shall keep such records available for

examination for a period of not less than ve (5) years after the ling of the documents described

in subsections