2024-05-15T20:57:19-05:00 2023-06-30 571157523 APRIO LLP 150 POST STREET SUITE 200 SAN FRANCISCO CA 94108 990 2022-07-01 940362060 CALIFORNIA NURSES ASSOCIATION CALI 5102732200 155 GRAND AVENUE OAKLAND CA 94612 MARTHA KUHL TREASURER 5102732200 2024-05-14 1 MARTHA KUHL 999009999 0 TRACY TEALE P01290862 4157774488 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ZENEIDA CORTEZ 155 GRAND AVENUE OAKLAND CA 94612 199217834 0 1 X WWW.CALNURSES.ORG X 1907 CA THE ORGANIZATIONS PRIMARY MISSION IS TO PROVIDE EFFECTIVE COLLECTIVE BARGAINING REPRESENTATION TO CNA MEMBERS IN ORDER TO PROMOTE THE ECONOMIC AND PROFESSIONAL INTERESTS OF DIRECT CARE NURSES AND TO ADVOCATE FOR DIRECT CARE NURSES AND THEIR PATIENTS ON ALL PUBLIC POLICY MATTERS RELATED TO SAFE CARE AND NURSING PRACTICE. 32 27 708 0 0 0 0 0 137093873 144854948 3087112 12499894 24350 419667 140205335 157774509 377563 2490881 0 0 60943959 65609648 0 0 0 34774774 44490044 96096296 112590573 44109039 45183936 413672782 464268596 15242604 29197074 398430178 435071522 X THE ORGANIZATIONS PRIMARY MISSION IS TO PROVIDE EFFECTIVE COLLECTIVE BARGAINING REPRESENTATION TO CNA MEMBERS IN ORDER TO PROMOTE THE ECONOMIC AND PROFESSIONAL INTERESTS OF DIRECT CARE NURSES AND TO ADVOCATE FOR DIRECT CARE NURSES AND THEIR PATIENTS ON ALL PUBLIC POLICY MATTERS RELATED TO SAFE CARE AND NURSING PRACTICE. 0 0 THE CALIFORNIA NURSES ASSOCIATION (CNA) IS A 501(C)(5) LABOR ORGANIZATION WITH THE PRIMARY EXEMPT PURPOSE OF COLLECTIVE BARGAINING ON BEHALF OF REGISTERED NURSES (RNS). IN ADDITION TO COLLECTIVE BARGAINING FOR CONTRACTS GOVERNING THE EMPLOYMENT TERMS AND WORKING CONDITIONS OF RNS, CNA ACTIVITIES INCLUDE ORGANIZING NEW BARGAINING UNITS, NURSING PRACTICE EDUCATION TO ASSIST THE PROFESSION OF NURSING IN MAINTAINING AND IMPROVING THE QUALITY OF ITS SERVICE TO THE PUBLIC, COMMUNICATION TO INCREASE PUBLIC AND PROFESSIONAL KNOWLEDGE AND UNDERSTANDING OF PROFESSIONAL NURSING AND HEALTHCARE DELIVERY ISSUES, ADMINISTRATION OF THE ORGANIZATION, MAINTENANCE OF ITS PROPERTIES AND ASSETS AND RELATED ACTIVITIES WHICH FURTHER THE COMMON INTERESTS OF THE MEMBERSHIP. ADMINISTERED AN ARBITRATION PROGRAM TO PROVIDE MEMBERS WITH REPRESENTATION IN ARBITRATION PROCEEDINGS TO RESOLVE DISPUTES ARISING UNDER CNA NEGOTIATED COLLECTIVE BARGAINING AGREEMENTS. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 111 0 1 708 1 0 0 0 0 0 0 0 0 0 0 X 32 27 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 CA X CALIFORNIA NURSES ASSOCIATION 5102732200 155 GRAND AVENUE OAKLAND CA 94612 ZENAIDA CORTEZ COUNCIL OF PRESIDENT 25.00 4.00 X X 166040 0 0 CORALIE GILES COUNCIL OF PRESIDENT 25.00 4.00 X X 104247 0 0 CATHERINE KENNEDY COUNCIL OF PRESIDENT 25.00 4.00 X X 104247 0 0 SANDRA REDING COUNCIL OF PRESIDENT 2.00 4.00 X 104247 0 0 BRANDY WELCH BOARD MEMBER 8.00 X 23994 0 0 KATY ROEMER BOARD MEMBER 2.00 2.00 X 7996 0 0 AMY ERB BOARD MEMBER 2.00 X 2700 0 0 KATHY DENNIS BOARD MEMBER 2.00 2.00 X 4371 0 0 MARISSA LEE BOARD MEMBER 2.00 4.00 X 2700 0 0 MARTESE CHISM BOARD MEMBER 2.00 2.00 X 1450 0 0 MICHELLE GUTIERREZ VO BOARD MEMBER 2.00 X 6015 0 0 MARTHA KUHL TREASURER 2.00 4.00 X X 2200 0 0 VIRGINIA LICERIO BOARD MEMBER 2.00 X 2700 0 0 DIANE MCCLURE BOARD MEMBER 2.00 X 5236 0 0 DAHLIA TAYAG BOARD MEMBER 2.00 2.00 X 2700 0 0 AMBER WIEHL BOARD MEMBER 2.00 X 15776 0 0 TINNY ABOGADO BOARD MEMBER 2.00 X 0 0 0 AMY ARLUND BOARD MEMBER 2.00 X 0 0 0 MAUREEN DUGAN BOARD MEMBER 2.00 2.00 X 0 0 0 JENNIFER HOLM BOARD MEMBER 2.00 X 0 0 0 MAWATA KAMARA BOARD MEMBER 2.00 X 0 0 0 PAULA LYN BOARD MEMBER 2.00 X 0 0 0 VIRGINIA MACALINO BOARD MEMBER 2.00 X 0 0 0 JANE SANDOVAL BOARD MEMBER 2.00 4.00 X 0 0 0 ALLYSHA SHIN BOARD MEMBER 2.00 X 0 0 0 PAMELA STOWE BOARD MEMBER 2.00 X 0 0 0 DOLORES TRUJILLO BOARD MEMBER 2.00 X 0 0 0 VALERIE VERITY-MOCK BOARD MEMBER 2.00 X 0 0 0 RIDA VILLANUEVA BOARD MEMBER 2.00 X 0 0 0 ESTELA VILLEGAS BOARD MEMBER 2.00 X 0 0 0 IRMA WESTMORELAND BOARD MEMBER 2.00 4.00 X 0 0 0 KIMBER WOOTEN SECRETARY 2.00 X X 0 0 0 BONNIE CASTIILO EXECUTIVE DIRECTOR 35.00 X 338806 0 98221 DONALD NIELSEN CHIEF OPERATING OFFICER 35.00 X 309855 0 100833 DAVID JOHNSON NATIONAL FIELD DIRECTOR 35.00 X 260755 0 96222 DANIEL JOHNSTON DIRECTOR RESEARCH & EDUCATION 35.00 X 251771 0 103253 STEPHANIE ROBERSON DIRECTOR GOVERNMENT RELATIONS 35.00 X 277567 0 76905 HOLLY MILLER CHIEF OF STAFF 35.00 X 261829 0 89133 KHADIJATU KABBA NATIONAL FIELD DIRECTOR 35.00 X 260535 0 96222 KENNETH ZINN NATIONAL POLITICAL DIRECTOR 35.00 X 234892 0 85473 CHARLES IDELSON SENIOR COMMUNICATIONS ADVISOR 35.00 X 798111 0 214945 ANDREW PREDILLETO STRATEGIC CAMPAIGN DIRECTOR 35.00 X 241004 0 101006 MICHAEL RABOURN RESEARCHER LEAD 35.00 X 235766 0 84851 BENJAMIN ELLIOTT DIRECTOR PUBLIC SECTOR 35.00 X 231097 0 83685 JENNIFER LEMMON DIRECTOR ORGANIZING 35.00 X 230163 0 98221 PETE CASTELLI NATIONAL DIRECTOR-AFF & STRATEGIC CAMPAIGN 35.00 X 229937 0 83430 4718707 0 1412400 18 0 1 0 ZENITECH COMPUTER SOLUTIONS INC 715 KEY ROUT BLVD ALBANY CA 94612 NETWORK SUPPORT 2127201 MCS CONSTRUCTION SERVICES 655 5TH ST STE 10 SAN FRANCISCO CA 94107 BUILDING CONTRACTOR 1426751 ALLIANCE GRAPHICS NW8393 PO BOX 1450 MINNEAPOLIS MN 55485 AUDIO VISUAL EQUIPMENT 1328905 KW FUND V - BRAND LLC 151 S EL CAMINO BEVERLY HILLS CA 90212 RENT 768819 FENTON COMMUNICATIONS 1000 VERMONT AVE NW WASHINGTON DC 20005 COMMUNICATIONS SERVICES 682388 5 MEMBERSHIP DUES AND ASSESSMENTS 900099 143102907 143102907 PAC INCOME 900099 1752041 1752041 144854948 5462671 5462671 7351467 6971788 379679 379679 379679 41508760 34471537 7037223 7037223 7037223 MISCELLANEOUS 900099 39988 39988 39988 157774509 144894936 0 12879573 2490881 6125320 41451049 7293548 7076893 3662838 167485 100000 234443 4161985 1949014 3623465 2217184 2925596 4135266 7060932 2564389 457919 PER CAPITA PAYMENT 13552155 STAFF DEVELOPMENT 718283 CONTRACT REPRESENTATIVE 385300 RESEARCH & DEVELOPMENT 74757 161871 112590573 162965950 182010574 61203992 65789157 6272334 6333928 759165 2249285 94509846 27901745 67882423 66608101 114054822 128264793 534096 13012758 413672782 464268596 14450641 15850205 541989 717941 249974 12628928 15242604 29197074 X 397138303 433772292 1291875 1299230 398430178 435071522 413672782 464268596 X 45183936 -8735464 192872 0 X X 0 1 X 1 0 1905987 VOTE NURSES VALUES PAC 155 GRAND AVENUE OAKLAND CA 94612 844008275 1800000 1 0 0 SCHEDULE C PART I-A LINE 1 THE ORGANIZATION SPONSORED AND PROVIDED ADMINISTRATIVE SUPPORT FOR FOUR SEPARATE SEGREGATED FUNDS, INCLUDING ONE TO WHICH THE ORGANIZATION MADE PROMPT AND DIRECT TRANSFERS OF MEMBERSHIP DUES. 15416825 15416825 72853689 24180566 48673123 6213892 3708459 2505433 25440 12720 12720 66608101 SECURITY DEPOSITS 96236 DUE FROM RELATED PARTIES 173548 LEASE LIABILITIES 12359144 12628928 X 155776390 -8735464 -8735464 164511854 234443 -6971788 -6737345 157774509 119327918 6971788 6971788 112356130 234443 234443 112590573 PART X, LINE 2: INCOME TAXES CNA IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(5) AND THE RELATED APPLICABLE CALIFORNIA REVENUE AND TAXATION CODE SECTIONS. THE ORGANIZATION HAS NO FEDERAL OR STATE TAX LIABILITY FOR UNRELATED BUSINESS TAXABLE INCOME. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES IS REQUIRED. THE ORGANIZATION APPLIES THE GUIDANCE ON ACCOUNTING FOR UNCERTAIN TAX PROVISIONS IN FASB ASC 740 INCOME TAXES. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS UP TO AND INCLUDING 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -6,971,788. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 6,971,788. 1 CONSUMER FEDERATION OF CALIFORNIA 1107 9TH ST STE 625 SACRAMENTO CA 95814 952121200 501(C)(3) 15000 0 TO ASSIST ORGANIZATION ENTERTAINMENT COMMUNITY FUND 729 SEVENTH AVE 10TH FLR NEW YORK NY 10019 131635251 501(C)(3) 40000 0 TO ASSIST ORGANIZATION MEMPHIS4ALL 4920 MARCEL COVE MEMPHIS TN 38122 823438677 501(C)(4) 10000 0 TO ASSIST ORGANIZATION AFL-CIO ALAMEDA LABOR COUNCIL 7750 PARDEE LANE STE 110 OAKLAND CA 94621 940376350 501(C)(5) 10000 0 TO ASSIST ORGANIZATION AFL-CIO CONTRA COSTA COUNTY PO BOX 389 MARTINEZ CA 94553 940402674 501(C)(5) 10000 0 TO ASSIST ORGANIZATION AFL-CIO TEXAS PO BOX 12727 AUSTIN TX 78711 741289747 501(C)(5) 10000 0 TO ASSIST ORGANIZATION ARISE CHICAGO 1700 W HUBBARD 2E CHICAGO IL 60622 201072983 501(C)(3) 10000 0 TO ASSIST ORGANIZATION ASIAN PACIFIC ISLANDER LEGISLATIVE CAUCUS FOUNDATION 1787 TRIBUTE RD STE K SACRAMENTO CA 95815 461937273 501(C)(3) 10000 0 TO ASSIST ORGANIZATION CALIFORNIA LEGISLATIVE BLACK CAUCUS POLICY INSTITUTE 777 S FIGUEROA ST STE 4050 LOS ANGELES CA 90026 263911734 501(C)(3) 25000 0 TO ASSIST ORGANIZATION CAPITAL & MAIN 1910 W SUNSET BLVD SUITE 740 LOS ANGELES CA 90026 810895767 501(C)(3) 40000 0 TO ASSIST ORGANIZATION CARA PO BOX 23754 OAKLAND CA 94623 201790506 501(C)(4) 23000 0 TO ASSIST ORGANIZATION HEALTHCARE-NOW EDUCACATION FUND INC 1534 TREMONT ST BOSTON MA 02120 813511358 501(C)(3) 15000 0 TO ASSIST ORGANIZATION JOBS WITH JUSTICE 209 GOLDEN GATE SAN FRANCISCO CA 94102 463971162 501(C)(3) 20000 0 TO ASSIST ORGANIZATION MAINE STATE NURSES ASSOCIATION 23 WATER ST 301 BANGOR ME 04401 010212544 501(C)(3) 10000 0 TO ASSIST ORGANIZATION MIGUEL CONTRERAS FOUNDATION 2130 W JAMES M WOOD BLVD LOS ANGELES CA 90006 271149852 501(C)(3) 25000 0 TO ASSIST ORGANIZATION PUBLIC CITIZEN FOUNDATION 1600 20TH ST NW WASHINGTON DC 20009 521263996 501(C)(3) 10000 0 TO ASSIST ORGANIZATION UC REGENTS - UC DAVIS ONE SHIELDS AVE DAVIS CA 95616 946036494 501(C)(3) 10000 0 TO ASSIST ORGANIZATION UNITED FARM WORKERS PO BOX 62 KEENE CA 93531 941448579 501(C)(5) 35000 0 TO ASSIST ORGANIZATION WOMEN IN CALIFORNIA LEADERSHIP 1121 L ST SACRAMENTO CA 95814 452806199 501(C)(3) 25000 0 TO ASSIST ORGANIZATION CALIFORNIA NURSES FOUNDATION 155 GRAND AVENUE OAKLAND CA 94612 237090658 501(C)(3) 75000 38490 TO ASSIST ORGANIZATION 19 8 X 0 1 X X 0 0 0 CHARLES IDELSON SENIOR COMMUNICATIONS ADVISOR 798111 0 0 0 0 0 175584 0 39361 0 1013056 0 0 0 BONNIE CASTIILO EXECUTIVE DIRECTOR 338806 0 0 0 0 0 74358 0 23863 0 437027 0 0 0 DONALD NIELSEN CHIEF OPERATING OFFICER 309855 0 0 0 0 0 67989 0 32844 0 410688 0 0 0 DAVID JOHNSON NATIONAL FIELD DIRECTOR 260755 0 0 0 0 0 57366 0 38856 0 356977 0 0 0 KHADIJATU KABBA NATIONAL FIELD DIRECTOR 260535 0 0 0 0 0 57366 0 38856 0 356757 0 0 0 DANIEL JOHNSTON DIRECTOR RESEARCH & EDUCATION 251771 0 0 0 0 0 55390 0 47863 0 355024 0 0 0 STEPHANIE ROBERSON DIRECTOR GOVERNMENT RELATIONS 277567 0 0 0 0 0 61065 0 15840 0 354472 0 0 0 HOLLY MILLER CHIEF OF STAFF 261829 0 0 0 0 0 57602 0 31531 0 350962 0 0 0 ANDREW PREDILLETO STRATEGIC CAMPAIGN DIRECTOR 241004 0 0 0 0 0 53021 0 47985 0 342010 0 0 0 JENNIFER LEMMON DIRECTOR ORGANIZING 230163 0 0 0 0 0 50636 0 47585 0 328384 0 0 0 MICHAEL RABOURN RESEARCHER LEAD 235766 0 0 0 0 0 51868 0 32983 0 320617 0 0 0 KENNETH ZINN NATIONAL POLITICAL DIRECTOR 234892 0 0 0 0 0 51676 0 33797 0 320365 0 0 0 BENJAMIN ELLIOTT DIRECTOR PUBLIC SECTOR 231097 0 0 0 0 0 50841 0 32844 0 314782 0 0 0 PETE CASTELLI NATIONAL DIRECTOR-AFF & STRATEGIC CA 229937 0 0 0 0 0 50586 0 32844 0 313367 0 0 0 ZENAIDA CORTEZ COUNCIL OF PRESIDENT 166040 0 0 0 0 0 0 0 0 0 166040 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CNA IS A MEMBER ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP ELECTS THE GOVERNING BOARDS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS ARE RATIFIED FROM TIME TO TIME BY MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT WAS PREPARED BY THE TAX PREPARER AND REVIEWED BY THE TREASURER. THIS DRAFT WAS REVIEWED BY COUNSEL AND ANY COMMENTS WERE INCORPORATED IN THE RETURN AS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES ARE PERIODICALLY REVIEWED WITH EMPLOYEES FORM 990, PART VI, SECTION B, LINE 15A KEY SOURCES OF COMPARISON DATA ARE REVIEWED AND CONSIDERED FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII NO CHANGES WERE MADE TO THE OVERSIGHT OR COMPLETION OF THE AUDIT OF FINANCIAL STATEMENTS. GENERAL NOTE NATIONAL NURSES UNITED (NNU) AND THE CALIFORNIA NURSES ASSOCIATION (CNA) HAVE ENTERED INTO A "JOINT EMPLOYEE" ARRANGEMENT UNDER WHICH SUBSTANTIALLY ALL NNU EMPLOYEE RELATED EXPENSES, INCLUDING PAYROLL AND EMPLOYEE BENEFIT COSTS, ARE PAID THROUGH THE CNA PAYROLL SYSTEM AND NNU REIMBURSES CNA FOR ITS PAYMENT OF THESE EXPENSES PAID ON BEHALF OF NNU. NNU RETAINS AND EXERCISES EXCLUSIVE AND INDEPENDENT DIRECTION AND CONTROL OF THESE EMPLOYEES WHILE PERFORMING SERVICES FOR NNU. THE EXECUTIVE DIRECTOR OF CNA HAS BEEN INDEPENDENTLY RETAINED BY NNU TO ALSO SERVE AS THE EXECUTIVE DIRECTOR OF NNU, UNDER THE EXCLUSIVE DIRECTION AND CONTROL OF THE NNU EXECUTIVE COUNCIL AND IN ACCORDANCE WITH THE DUTIES AND OBLIGATIONS MANDATED BY THE NNU CONSTITUTION AND APPLICABLE NNU POLICIES. CALIFORNIA NURSES FOUNDATION 155 GRAND AVENUE OAKLAND CA 94612 237090658 ADVANCEMENT OF EDUCATION AND PROFESSIONAL KNOWLEDGE OF NURSES CA 501(C)(3) LINE 11B 0 NATIONAL NURSES UNITED 155 GRAND AVENUE OAKLAND CA 94612 271450491 COLLECTIVE BARGAINING ON BEHALF OF REGISTED NURSES CA 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 NATIONAL NURSES UNITED N 900000 FINANCIAL RECORDS NATIONAL NURSES UNITED O 3886133 MARGINAL COST OF ADMINISTRATIVE A CALIFORNIA NURSES FOUNDATION O 64731 MARGINAL COST OF ADMINISTRATIVE A CALIFORNIA NURSES FOUNDATION P 37424 FINANCIAL RECORDS CALIFORNIA NURSES FOUNDATION S 75000 CASH CONTRIBUTED