2024-04-02T20:45:22-05:00 2023-06-30 910189318 MOSS ADAMS LLP 999 THIRD AVENUE SUITE 2800 SEATTLE WA 98104 990 2022-07-01 910607853 WASHINGTON FEDERATION OF STATE EMPLOYEES WASH 3603527603 1212 JEFFERSON ST SE 300 OLYMPIA WA 98501 KURT SPIEGEL EXECUTIVE DIRECTOR 3603527603 2024-03-29 1 KURT SPIEGEL 999009999 1 EMINA O CRESSWELL CPA P01217304 2063026500 2024-03-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KURT SPIEGEL 1212 JEFFERSON ST SE 300 OLYMPIA WA 98501 32263041 0 1381 X WWW.WFSE.ORG X MEMBERSHIP ORGANIZATION 1956 WA PROVIDE WELFARE, PROTECTION AND ADVANCEMENT OF WASHINGTON STATE EMPLOYEE LOCAL UNIONS. 64 60 313 100 0 0 250000 125000 18006107 19663475 54648 418861 18540 18540 18329295 20225876 468322 465520 0 0 13668465 14050093 0 0 0 4265181 4342366 18401968 18857979 -72673 1367897 19026870 19779915 2592359 1977507 16434511 17802408 X SEE SCHEDULE O. 0 0 FIELD SERVICES - REPRESENT BARGAINING UNIT MEMBERS THROUGH RESOLVING GRIEVANCES, SOME OF WHICH WERE REFERRED TO ATTORNEYS. THE OBJECTIVE OF PURSUING THESE GRIEVANCES INCLUDE PROTECTING WORKERS JOBS, IMPROVING THE WORKING CONDITIONS OF MEMBERS AND ENSURING THAT CONTRACT TERMS ARE ENFORCED. NEGOTIATIONS - NEGOTIATE COLLECTIVE BARGAINING AGREEMENTS, MAINTAIN CONTRACT COMPLIANCE. THE OBJECTIVE OF THESE CONTRACT NEGOTIATIONS ARE TO PROVIDE MEMBERS WITH IMPROVED WORKING CONDITIONS, JOB PROTECTIONS, BETTER BENEFITS AND HIGHER WAGES. ORGANIZING - THE OBJECTIVES OF ORGANIZING CAMPAIGNS ARE TO INCREASE MEMBER DENSITY, TO IMPROVE BARGAINING STRENGTH, TO EXPAND UNION MEMBERSHIP INTO NEW EMPLOYERS AND ORGANIZATIONS, AND TO IMPROVE WORKING CONDITIONS OF PEOPLE NOT YET COVERED BY A UNION CONTRACT. EXECUTIVE BOARD - GOVERNANCE, ADMINISTRATION - SUPPORT OF THE ORGANIZATION, BUILDING - ASSET MAINTENANCE, LEGISLATIVE SERVICES - LOBBY FOR MEMBER BENEFITS. 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 44 0 1 313 1 0 0 0 0 1 1 0 0 0 X 64 60 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X JOYCE CHANG 3603527603 1212 JEFFERSON ST SE SUITE 300 OLYMPIA WA 98501 YESTRAMSKI MICHAEL PRESIDENT 40.00 1.00 X X 22840 0 0 FUESTON ASHLEY VICE PRESIDENT 40.00 1.00 X X 22800 0 0 LUKASZEK PAULA TREASURER 40.00 1.00 X X 16654 0 0 STANLEY TRACY SECRETARY 10.00 1.00 X X 11494 0 0 GADDIS KODI SECRETARY (THRU 08/22) 10.00 1.00 X X 13496 0 0 ALEXANDER DEBRA EXECUTIVE BOARD MEMBER (THRU 08/22) 10.00 X 0 0 0 ANDREASON DANIEL EXECUTIVE BOARD MEMBER 2.00 X 4639 0 0 ANDREASON KIZZY EXECUTIVE BOARD MEMBER 2.00 X 4644 0 0 APPLETON BOBBIE EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 BARBER BRITTANY EXECUTIVE BOARD MEMBER 2.00 X 4485 0 0 BARNES PETER EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 BARTHOLOMEW JOSHUA EXECUTIVE BOARD MEMBER 2.00 X 1688 0 0 BLAIR KENNETH EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 BOWEN LESLIE EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 BUCHNAN RHONDA EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 BUTLER NICOLE EXECUTIVE BOARD MEMBER 2.00 X 1471 0 0 CALDERARI-WALDRON MILENA EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 CALDWELL STACI EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 CAMACHO MARK EXECUTIVE BOARD MEMBER 2.00 X 2720 0 0 COGSWELL KIMBERLY EXECUTIVE BOARD MEMBER 2.00 X 483 0 0 CONKLIN AMY EXECUTIVE BOARD MEMBER 2.00 X 494 0 0 CONWAY WENDY EXECUTIVE BOARD MEMBER 2.00 X 1226 0 0 COVINGTON KARLA EXECUTIVE BOARD MEMBER 2.00 X 1877 0 0 CRUSE NANCY EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 DIAZ DORIAN EXECUTIVE BOARD MEMBER 2.00 X 802 0 0 DOREMUS LLYN EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 DOYLE STEPHANIE EXECUTIVE BOARD MEMBER 2.00 X 277 0 0 DRATH WILLIAM EXECUTIVE BOARD MEMBER 2.00 X 5246 0 0 EDWARDS BRIAN EXECUTIVE BOARD MEMBER 2.00 X 1016 0 0 ELLIS DIANE EXECUTIVE BOARD MEMBER 2.00 X 2358 0 0 FUGLESTAD THOMAS EXECUTIVE BOARD MEMBER 2.00 X 784 0 0 GALOW CHRISTOPHER EXECUTIVE BOARD MEMBER 2.00 X 256 0 0 HALL CINDY EXECUTIVE BOARD MEMBER 2.00 X 4463 0 0 HAMEL KEVIN EXECUTIVE BOARD MEMBER 2.00 X 1510 0 0 HANCOCK JOSEPH EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 HENSON JOHN EXECUTIVE BOARD MEMBER THRU 09/22) 2.00 X 2241 0 0 HERTZOG ERIC EXECUTIVE BOARD MEMBER 2.00 X 1490 0 0 HURLBURT DAVID EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 JAMERSON SHERRONDA EXECUTIVE BOARD MEMBER (THRU 11/22) 2.00 X 0 0 0 JENKINS SHREE EXECUTIVE BOARD MEMBER (THRU 10/22) 2.00 X 0 0 0 JOHNSON MARRA EXECUTIVE BOARD MEMBER 2.00 X 1244 0 0 KAPLAN WARD EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 KUSCHEL JUDY EXECUTIVE BOARD MEMBER 2.00 X 624 0 0 LACOUR KENDRA EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 MALO DONALD EXECUTIVE BOARD MEMBER 2.00 X 1778 0 0 MARTIN JEFF EXECUTIVE BOARD MEMBER 2.00 X 305 0 0 MARTIN RACHELLE EXECUTIVE BOARD MEMBER 2.00 X 321 0 0 MCNABB WILLIS EXECUTIVE BOARD MEMBER 2.00 X 263 0 0 MEYENBURG WM SHELBY EXECUTIVE BOARD MEMBER 2.00 X 407 0 0 OBELCZ JEANETTE EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 PASCUBILLO LANCE EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 PELTIER DANIEL EXECUTIVE BOARD MEMBER (THRU 01/23) 2.00 X 0 0 0 PIRTLE CHARLES EXECUTIVE BOARD MEMBER 2.00 X 3092 0 0 REDELL CHARLES EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 ROS LLIBERTAT EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 SALISBURY AMINATA EXECUTIVE BOARD MEMBER 2.00 X 780 0 0 SEGALL STEVEN EXECUTIVE BOARD MEMBER 2.00 X 6225 0 0 SHIVES PATRICIA EXECUTIVE BOARD MEMBER 2.00 X 586 0 0 SHUTE CARMYN EXECUTIVE BOARD MEMBER 2.00 X 919 0 0 SILLS DEBRA EXECUTIVE BOARD MEMBER 2.00 X 821 0 0 SMITH-HANKERSON TASHIA EXECUTIVE BOARD MEMBER 2.00 X 1412 0 0 SUGA BRENDALEE EXECUTIVE BOARD MEMBER (THRU 07/22) 2.00 X 0 0 0 TOMKINS JESSICA EXECUTIVE BOARD MEMBER (THRU 07/22) 2.00 X 0 0 0 TRAN QUAN EXECUTIVE BOARD MEMBER 2.00 X 5910 0 0 TVERBERG JUSTIN EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 UNIVERSE GIOVANNA EXECUTIVE BOARD MEMBER (THRU 10/22) 2.00 X 1076 0 0 VANMEER KATHERINE EXECUTIVE BOARD MEMBER 2.00 X 0 0 0 WAITE SEAN EXECUTIVE BOARD MEMBER (THRU 03/23) 2.00 X 0 0 0 WALKER CRAIG EXECUTIVE BOARD MEMBER 2.00 X 680 0 0 WALKER WILLIAM EXECUTIVE BOARD MEMBER (THRU 10/22) 2.00 X 318 0 0 WHEELER JEFFREY EXECUTIVE BOARD MEMBER 2.00 X 4538 0 0 WHITESIDE SAMANTHA EXECUTIVE BOARD MEMBER 2.00 X 709 0 0 WOMACK DIANNE EXECUTIVE BOARD MEMBER 2.00 X 2040 0 0 YATES STEVEN EXECUTIVE BOARD MEMBER 2.00 X 4465 0 0 YOUNG MARTIN EXECUTIVE BOARD MEMBER (THRU 01/23) 2.00 X 0 0 0 SPIEGEL KURT EXECUTIVE DIRECTOR 40.00 1.00 X 155314 0 148243 HUGHES SUSAN DIRECTOR OF FINANCE 40.00 1.00 X 123554 0 43918 EAGLE DENNIS DIRECTOR OF LEGISLATIVE & POLITICAL ACTIVITY 40.00 X 139470 0 24830 THARP TIM DIRECTOR OF EXTERNAL ORGANIZING 40.00 X 135651 0 42255 BROWN TAWNY DIRECTOR OF FIELD SERVICES 40.00 X 112088 0 38798 KUNZE LEANNE FORMER EXECUTIVE DIRECTOR 40.00 X 580738 0 -430999 1416782 0 -132955 23 1 1 0 YOUNGLOVE & COKER PO BOX 7846 OLYMPIA WA 98507 LEGAL SERVICES 458878 1 125000 125000 MEMBERSHIP DUES 900099 19663475 19663475 19663475 368411 368411 18540 0 18540 18540 18540 12087615 12037165 50450 50450 50450 20225876 19663475 0 437401 455575 9945 551175 9599451 1192480 1821602 885385 733547 38750 60724 136447 501308 194302 677918 545364 446881 374657 137384 POLITICAL CONTRIBUTIONS 455186 STAFF DEVELOPMENT & REC 21883 ALL OTHER EXPENSES 13566 FLEET EXPENSE 4449 18857979 3537946 3759678 5783112 2036218 744103 778129 200994 210906 7224600 5906102 1199528 1318498 7561187 11676486 19026870 19779915 2592359 1977507 2592359 1977507 X 16434511 17802408 16434511 17802408 19026870 19779915 1367897 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 455186 100 WFSE SEPARATE SEGREGATED FUND 1212 JEFFERSON STREET SE STE 300 OLYMPIA WA 98501 274746485 455186 1 0 0 PART I-A, LINE 1: THE ORGANIZATION PROVIDES CAMPAIGN CONTRIBUTIONS TO POLITICAL CANDIDATES AND ORGANIZATIONS THAT SUPPORT THE LABOR MOVEMENT AND WORKING FAMILIES. 40000 40000 1812769 1498582 314187 1367572 1070032 297540 3666488 3337488 329000 337771 337771 1318498 X 20225876 0 20225876 0 20225876 18857979 0 18857979 0 18857979 PART X, LINE 2: THE FEDERATION IS A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT FOR UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. THE FEDERATION ADHERES TO ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS, AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES, AND DISCLOSURES REQUIRED. AS OF JUNE 30, 2023 AND 2022, THE FEDERATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE FEDERATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. NO SUCH INTEREST OR PENALTIES WERE RECORDED FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. 1 INVEST IN WASHINGTON NOW 603 STEWART STREET SUITE 819 SEATTLE WA 98101 851501210 501(C)(4) 263091 0 GENERAL SUPPORT NORTHWEST ACCOUNTABILITY PROJECT PO BOX 42561 PORTLAND OR 97242 320478413 501(C)(4) 65000 0 GENERAL SUPPORT ACTION DD 2442 SW MARKET STREET 559 SEATTLE WA 98107 465560604 501(C)(4) 50000 0 GENERAL SUPPORT WASHINGTON STATE LABOR COUNCIL 321 16TH AVE SOUTH SEATTLE WA 98144 910668471 501(C)(5) 35885 0 GENERAL SUPPORT AFSCME LOCAL 443 PO BOX 105 OLYMPIA WA 98507 916058052 501(C)(4) 10000 0 JUNETEENTH CELEBRATION SPONSORSHIP 0 5 EDUCATIONAL SCHOLARSHIPS 11 9945 PART I, LINE 2: THE GRANTS THAT WFSE GIVES TO ORGANIZATIONS ARE ALL EITHER 501(C)(3), 501(C)(4), OR 501(C)(5) AND ARE MEANT FOR GENERAL SUPPORT. THE SCHOLARSHIPS THAT WFSE AWARDS ARE CLAIMED BY SUBMITTING ACTUAL RECEIPTS OF EDUCATION EXPENSES, SUCH AS TUITION AND BOOKS. THESE CONTRIBUTIONS ARE APPROVED BY WFSE'S EXECUTIVE BOARD. X X 1 0 0 SPIEGEL KURT EXECUTIVE DIRECTOR 148064 0 0 0 7250 0 131278 0 16965 0 303557 0 0 0 THARP TIM DIRECTOR OF EXTERNAL ORGANIZING 118951 0 0 0 16700 0 18077 0 24178 0 177906 0 0 0 HUGHES SUSAN DIRECTOR OF FINANCE 121004 0 0 0 2550 0 25193 0 18725 0 167472 0 0 0 EAGLE DENNIS DIRECTOR OF LEGISLATIVE & POLITICAL 127320 0 0 0 12150 0 12456 0 12374 0 164300 0 0 0 BROWN TAWNY DIRECTOR OF FIELD SERVICES 100659 0 0 0 11429 0 14645 0 24153 0 150886 0 0 0 KUNZE LEANNE FORMER EXECUTIVE DIRECTOR 98569 0 0 0 482169 0 -442752 0 11753 0 149739 0 0 0 PART I, LINE 4A THE FORMER EXECUTIVE DIRECTOR RECEIVED A SEVERANCE PAYMENT OF $475,000. FORM 990, PART III, LINE 1 PROVIDE WELFARE, PROTECTION AND ADVANCEMENT OF WASHINGTON STATE EMPLOYEE LOCAL UNIONS. FORM 990, PART VI, SECTION A, LINE 1A THE PRESIDENT AND VICE PRESIDENT'S WAGES ARE REIMBURSED TO THEIR EMPLOYERS. THE PRESIDENT, VICE PRESIDENT, TREASURER AND SECRETARY ARE PAID OFFICER STIPENDS, CAR AND/OR CELL PHONE ALLOWANCES BY WFSE. FORM 990, PART VI, SECTION A, LINE 2 EXECUTIVE BOARD MEMBERS DANIEL ANDREASON AND KIZZY ANDREASON HAVE A FAMILIAL RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBERSHIP BASED ORGANIZATION WITH APPROXIMATELY 27,000 DUES-PAYING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A WASHINGTON FEDERATION OF STATE EMPLOYEES' MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY (EXECUTIVE BOARD). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. A COPY OF THE FULL FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE SURVEYED ANNUALLY FOR POSSIBLE CONFLICT OF INTEREST AND RELATED-PARTY TRANSACTIONS. A QUESTIONNAIRE IS SENT TO EACH BOARD MEMBER. THE QUESTIONS ARE DESIGNED TO DETERMINE IF ANY BOARD MEMBER HAS ANY CONFLICT OF INTEREST WITH THE UNION. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE BOARD MEMBER IS RECUSED FROM VOTING ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE, FORMED OF EXECUTIVE BOARD MEMBERS, REVIEWS AND NEGOTIATES A CONTRACT WITH THE EXECUTIVE DIRECTOR EVERY 5 YEARS WITH AUTO-RENEWAL FOR AN ADDITIONAL YEAR IF EITHER PARTY HAS NOT REQUESTED A CHANGE. SOME OFFICERS RECEIVED STIPENDS. THE STIPENDS ARE RE-EVALUATED EVERY 10 YEARS. THEY ARE ALSO PAID TIME LOSS, AT THEIR STATE WAGES, WHEN THEY TAKE TIME OFF FROM THEIR STATE JOBS TO DO UNION BUSINESS. THE ORGANIZATION USES SALARY GRIDS FOR ALL STAFF POSITIONS. THE ORGANIZATION OBTAINS A COMPENSATION STUDY FROM AN INDEPENDENT VENDOR EVERY 3 TO 5 YEARS. THIS PROCESS IS DOCUMENTED IN THE ORGANIZATION COMMITTEE MINUTES ALONG WITH HR FILES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. WFSE SEPARATE SEGREGATED FUND 1212 JEFFERSON STREET SE STE 300 OLYMPIA WA 98501 274746485 POLITICAL CONTRIBUTIONS WA 527 N/A 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 WFSE SEPARATE SEGREGATED FUND B 455186 CASH