2024-05-01T14:10:13-05:00 2023-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2022-07-01 951757877 SAN DIEGO MUNICIPAL EMPLOYEES ASSN SAND 6192646632 9620 CHESAPEAKE DRIVE 203 SAN DIEGO CA 92123 MICHAEL ZUCCHET GENERAL MANAGER 6192646632 2024-04-23 1 MICHAEL ZUCCHET 999009999 1 PATRICIA J MAYER P00188643 8586271400 2024-04-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL ZUCCHET 9620 CHESAPEAKE DRIVE 203 SAN DIEGO CA 92123 4201692 0 X WWW.SDMEA.ORG X 1926 CA THE SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION (SDMEA) IS DEDICATED TO BEING A STRONG AND EFFECTIVE ADVOCATE FOR SAN DIEGO CITY EMPLOYEES. SDMEA IS UNITED TO IMPROVE EMPLOYEES' STANDARD OF LIVING AND PROMOTE THEIR FAIR TREATMENT BY ENDEAVORING TO FULFILL SDMEA'S GUIDING EFFECTIVE ADVOCATE FOR SAN DIEGO CITY EMPLOYEES. MEA IS UNITED TO IMPROVE EMPLOYEES' STANDARD OF LIVING AND PROMOTE THEIR FAIR TREATMENT BY ENDEAVORING TO FULFULL MEA'S GUIDING PRINCIPLES. MEA VALUES DIVERSITY OF PEOPLE AND OPINION, RESPECT FOR ONE ANOTHER AND ITS INDEPENDENCE AS A UNION. 40 40 8 100 0 0 0 0 2888349 3098073 38887 70254 -442 290 2926794 3168617 0 0 0 0 1338369 1401889 0 0 0 1048762 1479649 2387131 2881538 539663 287079 5623785 5820672 1245002 1058902 4378783 4761770 X THE SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION (SDMEA) IS DEDICATED TO BEING A STRONG AND EFFECTIVE ADVOCATE FOR SAN DIEGO CITY EMPLOYEES. SDMEA IS UNITED TO IMPROVE EMPLOYEES' STANDARD OF LIVING AND PROMOTE THEIR FAIR TREATMENT BY ENDEAVORING TO FULFILL SDMEA'S GUIDING EFFECTIVE ADVOCATE FOR SAN DIEGO CITY EMPLOYEES. SDMEA IS UNITED TO IMPROVE EMPLOYEES' STANDARD OF LIVING AND PROMOTE THEIR FAIR TREATMENT BY ENDEAVORING TO FULFULL SDMEA'S GUIDING PRINCIPLES. SDMEA VALUES DIVERSITY OF PEOPLE AND OPINION, RESPECT FOR ONE ANOTHER AND ITS INDEPENDENCE AS A UNION. 0 0 THE ORGANIZATION PROVIDES MEMBERS WITH VARIOUS REPRESENTATIVE NEGOTIATIONS FOR PAY AND BENEFIT PROGRAMS WITH THE CITY OF SAN DIEGO. 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 7 0 1 8 1 0 0 0 0 0 0 0 0 X 40 40 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X DAWN KEALALUHI 8583003888 9620 CHESAPEAKE DRIVE SUITE 203 SAN DIEGO CA 92123 GREG WOODS PRESIDENT 1.00 X X 0 0 0 MICHELE CHICARELLI 1ST VICE PRESIDENT 1.00 X X 0 0 0 KATHRYN CAMPBELL 2ND VICE PRESIDENT 1.00 X X 0 0 0 JOE MIESNER SECRETARY 1.00 X X 0 0 0 SAM CERRATO TREASURER 1.00 X X 0 0 0 BRIAN ANTHONY DIRECTOR 1.00 X 0 0 0 CARLY GAGEN-CHEENEY DIRECTOR 1.00 X 0 0 0 CAROL HOWARD DIRECTOR 1.00 X 0 0 0 DOMINIC MAROSTICA DIRECTOR 1.00 X 0 0 0 GABRIELLE MEAD DIRECTOR 1.00 X 0 0 0 HEATHER KRISH DIRECTOR 1.00 X 0 0 0 ISRAEL RUEDA DIRECTOR 1.00 X 0 0 0 JENNIFER BECKER DIRECTOR 1.00 X 0 0 0 L EVONNE PERRYMAN DIRECTOR 1.00 X 0 0 0 MARTHA BLAKE DIRECTOR 1.00 X 0 0 0 NICOLE MCNEIL DIRECTOR 1.00 X 0 0 0 RENE KAPRIELIAN DIRECTOR 1.00 X 0 0 0 SAMMIE TAYLOR DIRECTOR 1.00 X 0 0 0 SEAN MORSE DIRECTOR 1.00 X 0 0 0 SHANNON STOKS DIRECTOR 1.00 X 0 0 0 TAMMY WILLIAMS DIRECTOR 1.00 X 0 0 0 TERESA MORSE DIRECTOR 1.00 X 0 0 0 VICTOR JOHNSON DIRECTOR 1.00 X 0 0 0 ZINA RUMMANI DIRECTOR 1.00 X 0 0 0 ASHLEY BALINGIT DIRECTOR 1.00 X 0 0 0 BRENT PETERSON DIRECTOR 1.00 X 0 0 0 BRYAN NORRIS DIRECTOR 1.00 X 0 0 0 DAMIAN SINGLETON DIRECTOR 1.00 X 0 0 0 EDWARD CHRISTENSEN DIRECTOR 1.00 X 0 0 0 ERIKA MCNEILL DIRECTOR 1.00 X 0 0 0 ISABELLE CAMACHO DIRECTOR 1.00 X 0 0 0 JENNIFER DUFFY DIRECTOR 1.00 X 0 0 0 JERRY MCCORMICK DIRECTOR 1.00 X 0 0 0 JIM BAROSS DIRECTOR 1.00 X 0 0 0 JOSE BANTUM DIRECTOR 1.00 X 0 0 0 LIZ SAIDKHANIAN DIRECTOR 1.00 X 0 0 0 ROBERT SURRATT DIRECTOR 1.00 X 0 0 0 SANDRA ROLAND-CHASE DIRECTOR 1.00 X 0 0 0 TEREZA THOMAS DIRECTOR 1.00 X 0 0 0 TIA TURNER DIRECTOR 1.00 X 0 0 0 MICHAEL ZUCCHET GENERAL MANAGER 40.00 X 288013 0 31988 NICK WRIGHT LABOR RELATIONS MANAGER 40.00 X 140853 0 17713 CATHLEEN CUMMINGS GOVERNMENTAL RELATIONS 40.00 X 130388 0 15306 DAWN KEALALUHI MEMBER SERVICES SUPERVISOR 40.00 X 142341 0 16240 KATY SEALS SENIOR LABOR RELATIONS OFF 40.00 X 114478 0 13284 SKYLER COBURN-MERCURE SENIOR LABOR RELATIONS OFF 40.00 X 106086 0 12177 922159 0 106708 7 0 1 0 SMITH STEINER VANDERPOOL APC 401 WEST A STREETM SUITE 340 SAN DIEGO CA 92101 LEGAL SERVICES 425377 1 MEMBERSHIP DUES 901101 2781220 2781220 ADMINISTRATIVE FEES 901101 316853 316853 3098073 53001 53001 1029700 1012447 17253 17253 17253 20918 20628 290 290 3168617 3098363 0 70254 294570 763640 141223 118675 83781 395307 63917 450000 6925 23256 84558 19029 145294 50336 4491 7599 EVENTS 173742 COMMUNITY RESPONSIBILIT 16990 TUITION REIMBURSEMENT 13290 TELECOMMUNICATIONS 12299 12616 2881538 422177 271636 2256326 1484065 142925 174466 101612 24994 136296 127871 12916 8425 2503705 3657082 184124 200004 5623785 5820672 1245002 1058902 1245002 1058902 X 4378783 4761770 4378783 4761770 5623785 5820672 287079 95908 0 X 0 1 X 1 0 450000 450000 450000 0 PROTECT NEIGHBORHOOD SERVICES NOW 330 ENCINITAS BLVD 101 ENCINITAS CA 92024 272419628 450000 1 0 0 PART I-A, LINE 1: CONTRIBUTION TO SECTION 527 POLITICAL ORGANIZATION FOR CITY COUNCIL RACES IN SAN DIEGO, CA. NO VOLUNTEER TIME. 87736 83899 3837 48560 43972 4588 8425 X PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(5) AND THE CORRESPONDING PROVISIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE PAC IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A 527 FUND. THE ASSOCIATION IS SUBJECT TO FEDERAL AND CALIFORNIA INCOME TAXES ON UNRELATED BUSINESS INCOME, AS STIPULATED IN IRC SECTION 511. FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, TAXES ARE RECORDED WHEN PAID AND NO PROVISION FOR INCOME TAX HAS BEEN MADE. THE ASSOCIATION AND PAC HAVE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF JUNE 30, 2023 AND 2022. THE ASSOCIATION AND PAC FILE EXEMPT RETURNS IN THE UNITED STATES FEDERAL JURISDICTION AND WITH THE FRANCHISE TAX BOARD IN THE STATE OF CALIFORNIA. X X 0 0 0 MICHAEL ZUCCHET GENERAL MANAGER 277138 0 0 0 10875 0 31988 0 0 0 320001 0 0 0 DAWN KEALALUHI MEMBER SERVICES SUPERVISOR 128641 0 0 0 13700 0 16240 0 0 0 158581 0 0 0 NICK WRIGHT LABOR RELATIONS MANAGER 127153 0 0 0 13700 0 17713 0 0 0 158566 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FOUR MEMBERSHIP LEVELS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS FOUR MEMBERSHIP LEVELS, REGULAR, RETIREE, ASSOCIATE, AND HONORARY. REGULAR MEMBERS PAY DUES AND HAVE VOTING RIGHTS. OTHER MEMBERS ASSOCIATE, RETIREE, AND HONORARY DO NOT HAVE VOTING RIGHTS. REGULAR MEMBERS EACH HAVE ONE VOTING RIGHT AND VOTE FOR ALL BOARD MEMBERS AND OFFICERS NOMINATED BY THE NOMINATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE GENERAL MANAGER, OFFICERS, AND EXECUTIVE COMMITTEE MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF SDMEA SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: - HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. - HAS READ AND UNDERSTANDS THE POLICY. - HAS AGREED TO COMPLY WITH THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; 3. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE BOARD OF DIRECTORS HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A SDMEA'S OFFICERS RESEARCH APPROPRIATE COMPENSATION LEVELS, BASED ON COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS, AND MAKE AN OFFER. OVERALL STAFF BUDGET IS APPROVED ON AN ANNUAL BASIS BY THE ORGANIZATION'S BOARD. COMPENSATION APPROVAL FOR THE EXECUTIVE DIRECTOR INCLUDES REVIEW BY A COMPENSATION COMMITTEE, AND COMPARATIVE DATA. THE PROCESS IS DOCUMENTED. THE ORGANIZATION HAS NO OTHER PAID OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ORIGINAL ORGANIZATIONAL DOCUMENTS AVAILABLE THROUGH REQUESTS OF PUBLIC DOCUMENT FORM 1024. PROTECT NEIGHBORHOOD SERVICES NOW 330 ENCINITAS BLVD 101 ENCINITAS CA 92024 272419628 TO PROTECT NEIGHBORHOOD SERVICES NOW CA 527 SAN DIEGO MUNICIPAL EMPLOYEES ASSN 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PROTECT NEIGHBORHOOD SERVICES NOW B 450000 BOOK VALUE