2025-11-17T09:57:20-06:00 2024-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-01-01 940730155 Office and Professional Employees International Union Local 29 OFFI 5107465960 7677 Oakport St 480 Oakland CA 94621 Kelly Gschwend President/Business Mgr 5107465960 2025-11-13 1 1 Kim Hunwardsen CPA P00484560 6122536500 2025-11-12 2024 2025-03-06 01:10:19Z Kelly Gschwend 7677 Oakport St 480 Oakland CA 94621 4171611 0 X www.opeiu29.org X 1946 CA To promote and protect employees within their workspaces. 15 12 22 13 0 0 0 0 3279425 4153087 11951 18524 34207 0 3325583 4171611 0 1250 0 0 1818090 2025745 0 0 0 1560742 1642792 3378832 3669787 -53249 501824 1082848 1586699 2600 4627 1080248 1582072 To promote and protect the economic wellbeing, general welfare and rights of professional, technical, office and clerical employees in the Local Union's Jurisdiction. 0 0 Promoted and protected the economic wellbeing, general welfare and rights of professional, technical, office and clerical employees in the Local Union's jurisdiction. 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 22 1 0 0 0 0 0 0 0 0 X 15 12 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X Kelly Gschwend 5107465960 7677 Oakport St 480 Oakland CA 94621 Tamara Rubyn President/Business Mgr (Thru Apr) 50.00 X X 119871 0 15638 Kelly Gschwend President/Business Mgr 50.00 X X 132852 0 37430 Rosemarie Boothe Bey Recording Secretary 1.00 X X 0 0 0 Catherine Pearson Vice President 1.00 X X 1424 0 0 Pharaoh Stone Secretary-Treasurer/Business Rep 50.00 X X 115911 0 31666 Minnie Chan Executive Board 1.00 X 0 0 0 Rhonda Fortier-Bourne Executive Board (Thru Apr) 1.00 X 0 0 0 Ryan Francesco Vilardi Executive Board 1.00 X 0 0 0 Cameron Hopson Executive Board 1.00 X 0 0 0 Craig Moffitt Executive Board (Thru Apr) 1.00 X 0 0 0 Hang Le To Executive Board 1.00 X 0 0 0 Emily Citraro Executive Board 1.00 X 303 0 0 Michelle Medrano Executive Board 1.00 X 0 0 0 Bethany Easiley Executive Board (From Apr) 1.00 X 0 0 0 Christina Grady Executive Board (From Jul) 1.00 X 0 0 0 Holly Carey Trustee (Thru Apr) 1.00 X 0 0 0 Andrea Johnson Trustee (Thru Apr) 1.00 X 0 0 0 Emily Pacheco Trustee (Until Sep) 50.00 X 68156 0 19561 Natalie Naylor Trustee (From Oct) 50.00 X 102428 0 14000 Joanna Harris Trustee (From Apr) 1.00 X 0 0 0 Danine Harden Trustee (From Apr) 1.00 X 218 0 0 541163 0 118295 4 0 1 0 0 Member Dues 813930 3998689 3998689 Initiation Fees 813930 130099 130099 24299 24299 4153087 18524 18524 4171611 4153087 0 18524 1250 661332 722312 170960 366306 104835 49370 260107 11570 10170 138038 21525 196727 11672 28433 901143 3502 1154 Dues Refunds 5399 Membership Fee 3431 551 3669787 450500 273387 207298 468843 11382 11382 157394 129139 11226 28255 402442 804832 1082848 1586699 2600 4627 2600 4627 X 1080248 1582072 1080248 1582072 1082848 1586699 501824 0 X X 0 1 X 1 0 1 1 0 157394 129139 28255 28255 Certificates of Deposit 804832 C 804832 X 4171611 0 4171611 0 4171611 3669787 0 3669787 0 3669787 Part X, Line 2: The Local has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The Local management believes that it has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. The Local would recognize future interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are paid. Informational tax returns, for tax years for which the applicable statutes of limitations have not expired, are subject to examination by authorities. X 0 0 0 Kelly Gschwend President/Business Mgr 132852 0 0 0 0 0 37430 0 1161 0 171443 0 0 0 Form 990, Part VI, Section A, line 6 The Local has three classes of members Active, Non-Active, and Associates. Active members pay full dues and are eligible to vote on Union matters. Non-Active and Associate members are not eligible to vote on Union matters. Form 990, Part VI, Section A, line 7a Active members elect Executive Board Members in accordance with the Local's Constitution and Bylaws. Form 990, Part VI, Section A, line 7b All decisions and actions of the Executive Board are subject to review and approval by the Active membership of the Local Union at a duly constituted meeting of the membership unless the board deems it necessary to take emergency action. Form 990, Part VI, Section A, line 8b The Organization doesn't have a committee with authority to act on behalf of the of the governing body. Form 990, Part VI, Section B, line 11b A copy of the draft Form 990 is provided to all Board members for review. The President/Business Manager and Secretary-Treasurer will jointly review and approve the 990 prior to filing. Form 990, Part VI, Section B, line 12c The organization has a conflict of interest policy that covers Trustees and Officers of the governing body. When a potential conflict arises, the conflicted person must report the transaction to the governing body. At that time the remaining board members will discuss and vote on the matter. The conflicted individual must recuse themselves from the discussion and vote on the matter. Form 990, Part VI, Section B, line 15 The Executive Board reviews and approves compensation for all full-time officers, which is later approved by the general membership. Based on the recommendation of the President/Business Manager and approved by the Executive Board. Comparability data is used to determine compensation for all officers and trustees. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and financial statements are available upon request.