SEIU LOCAL 521

EIN: 208192637 Employment

SAN JOSE, CA

Total Revenue
$34,303,623
Total Expenses
$33,078,380
Total Assets
$29,929,238
Net Assets
$21,851,138
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
CA
Principal Officer
RIKO MENDEZ
Phone
4086783300
Tax Period
2023-01-01 to 2023-12-31

SEIU LOCAL 521, founded in 2007, is a mid-sized nonprofit in the Employment sector that reported $34.3M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $33.1M left a modest 4% surplus.

Mission

TO IMPROVE THE LIVES OF THE WORKERS AND THEIR FAMILIES BY ORGANIZING AND REPRESENTING THE PUBLIC SECTOR AND PUBLICLY FUNDED WORKERS. IN DOING SO, MEMBERS WIN BETTER CONTRACTS, IMPROVE WORKING CONDITIONS AND IMPROVE THE LIVES OF WORKERS AND THEIR FAMILIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $189,263
Program Service Revenue $33,178,165
Investment Income $545,990
Other Revenue $390,205
TOTAL REVENUE $34,303,623

Expense Breakdown

Grants Paid $46,060
Salaries & Benefits $19,257,620
Fundraising Expenses $0
Other Expenses $13,774,700
TOTAL EXPENSES $33,078,380

Year-over-Year Comparison

2023 2022 Change
Revenue $34,303,623 $30,156,766 +0.1%
Expenses $33,078,380 $30,369,822 +0.1%
Net Income $1,225,243 $-213,056 -6.8%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
36
Independent Members
36
Employees
140
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$246,853
Total Directors
45
$246,853
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RIKO MENDEZ CHIEF ELECTED OFFICER 40.00
Officer Director
$176,838 $70,015 $246,853
MULLISSA WILLETTE PRESIDENT 40.00
Officer Director
$0 $0 $0
RILEY TALFORD FIRST VICE PRESIDENT 40.00
Officer Director
$0 $0 $0
KATHERINE SELOVER TREASURER 40.00
Officer Director
$0 $0 $0
JAMES HEANEY SECRETARY 40.00
Officer Director
$0 $0 $0
ARVELIA COOPER-WHIGHAM AFRAM EXEC BOARD DELEGATE 1.00
Director
$0 $0 $0
SILVERIA BARELA APALA EXEC BOARD DELEGATE 1.00
Director
$0 $0 $0
RACHEL SUBEGA LATINO CAUCUS EXEC BOARD DELEGATE 1.00
Director
$0 $0 $0
ALEX LESNIAK EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
ANDRE THOMAS EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
ANGELA BALLOU EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
CAROL GARVEY EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
DEBBIE ACOSTA EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
DEREK BAHAMONDES EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
ERIC SCHWARZENTRAUB EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
JANET DIAZ EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
JIJOHO SAGBOHAN EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
LASHAKA PLEASANT DAVIS EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
LAURA BASUA EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
LORENA BRIONES EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
LUCIA SAPIENS EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
MAISHA WILLIS EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
MERCEDES SEGURA EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
MICHAEL FERNWOOD EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
NATASHA SIMS EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
NATISHA WILLIAMS EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
OCEAN BEVERLY EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
PATRICIA MORAN EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
ROBIN HEBER EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
ROBIN WALTERS EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
SARAH GIANOCARO EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
XAVIER DUPREE EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
YVETTE CARREON EXECUTIVE BOARD DELEGATE 1.00
Director
$0 $0 $0
ANDRE OLIVEIRA EXECUTIVE BOARD DELEGATE ALT 1.00
Director
$0 $0 $0
CATALINA GUEVARA EXECUTIVE BOARD DELEGATE ALT 1.00
Director
$0 $0 $0
CONNIE CHEW EXECUTIVE BOARD DELEGATE ALT 1.00
Director
$0 $0 $0
KATHERINE O'MALLEY EXECUTIVE BOARD DELEGATE ALT 1.00
Director
$0 $0 $0
GILBERT GARCIA REGION TRUSTEE 1.00
Director
$0 $0 $0
TREVOR GILLIS REGION TRUSTEE 1.00
Director
$0 $0 $0
KARYN CLARK REGION TRUSTEE 1.00
Director
$0 $0 $0
ALICIA METTERS REGION VICE PRESIDENT 1.00
Director
$0 $0 $0
ALICIA ALEMAN REGION VICE PRESIDENT 1.00
Director
$0 $0 $0
TAMMY DHANOTA REGION VICE PRESIDENT 1.00
Director
$0 $0 $0
TANIA SALINAS TRUSTEE AT-LARGE 1.00
Director
$0 $0 $0
LUCIANNE LATU TRUSTEE AT-LARGE 1.00
Director
$0 $0 $0
FRANK GARDEN SENIOR CES 40.00
Highest
$148,852 $1,152 $150,004
ROBERT KLIMCZAK CHIEF OF ORGANIZING 40.00
Highest
$146,556 $54,017 $200,573
MARLENE VALDEZ INTERNAL ORGANIZER 40.00
Highest
$141,781 $107,691 $249,472
DEBORAH NARVAEZ EXEC REP TO CEO 40.00
Highest
$141,049 $115,334 $256,383
MICHAEL CARTER COORDINATOR 40.00
Highest
$137,346 $95,668 $233,014
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $34,303,623 $33,078,380 $29,929,238 $1,225,243
2022 $30,156,766 $30,369,822 $28,853,734 $-213,056
2021 $33,055,554 $28,928,221 $29,160,965 $4,127,333
2020 $30,041,911 $27,782,618 $26,358,725 $2,259,293
2019 $29,361,482 $29,206,542 $24,053,868 $154,940
2018 $30,364,680 $29,426,490 $24,116,989 $938,190
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