2023-09-27T13:37:22-05:00 2022-06-30 571157523 APRIO LLP 150 POST STREET SUITE 200 SAN FRANCISCO CA 94108 990 2021-07-01 940362060 CALIFORNIA NURSES ASSOCIATION CALI 5102732200 155 GRAND AVENUE OAKLAND CA 94612 MARTHA KUHL TREASURER 5102732200 2023-09-26 1 MARTHA KUHL 999009999 TRACY TEALE P01290862 4157774488 2023-09-26 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ZENEIDA CORTEZ 155 GRAND AVENUE OAKLAND CA 94612 146796235 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 27 802 0 0 0 0 0 135636227 137093873 3351679 3087112 582805 24350 139570711 140205335 3993359 377563 0 0 55970400 60943959 0 0 0 32549896 34774774 92513655 96096296 47057056 44109039 378963779 413672782 13688996 15242604 365274783 398430178 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 1 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 111 0 802 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 X X 100554 0 0 CORALIE GILES COUNCIL OF PRESIDENT 25.00 X X 100554 0 0 CATHERINE KENNEDY COUNCIL OF PRESIDENT 25.00 X X 100554 0 0 SANDRA REDING COUNCIL OF PRESIDENT 2.00 X X 100554 0 0 BRANDY WELCH BOARD MEMBER 8.00 X 14325 0 0 KATY ROEMER BOARD MEMBER 2.00 X 6808 0 0 AMY ERB BOARD MEMBER 2.00 X 4442 0 0 KATHY DENNIS BOARD MEMBER 2.00 X 4371 0 0 MARISSA LEE BOARD MEMBER 2.00 X 2989 0 0 MICHELLE GUIERREZ VO BOARD MEMBER 2.00 X 2400 0 0 MARTHA KUHL TREASURER 2.00 X 2400 0 0 DIANE MCCLURE BOARD MEMBER 2.00 X X 2400 0 0 DAHLIA TAYAG BOARD MEMBER 2.00 X 2400 0 0 AMBER WIEHL BOARD MEMBER 2.00 X 2400 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 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 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 X 0 0 0 KIMBER WOOTEN SECRETARY 2.00 X 0 0 0 MARTESE CHISM BOARD MEMBER 2.00 X 2400 0 0 VIRGINIA LICERIO BOARD MEMBER 2.00 X 2400 0 0 DAVID JOHNSON NATIONAL FIELD DIRECTOR 35.00 X 362192 0 126561 BONNIE CASTILLO EXECUTIVE DIRECTOR 35.00 X 306226 0 89831 HOLLY MILLER CHIEF OF STAFF 35.00 X 252604 0 85438 DONALD NIELSEN CHIEF OPERATING OFFICER 35.00 X 252604 0 86751 DANIEL JOHNSTON DIRECTOR RESEARCH & EDUCATION 35.00 X 223876 0 96095 KENNETH ZINN NATIONAL POLITICAL DIRECTOR 35.00 X 216765 0 81844 COREY LANHAM NATIONAL BARGAINING DIRECTOR 35.00 X 213824 0 93874 PEDRITO QUIJANO DIRECTOR ORGANIZING 35.00 X 207656 0 75754 JOANNE JUNG DIRECTOR, KAISER AND SUTTER 35.00 X 330763 0 87984 CHARLES IDELSON SENIOR COMMUNICATIONS ADVISOR 35.00 X 228180 0 97610 KENG CHOY MAK CATHOLIC DIVISION DIRECTOR 35.00 0.00 X 225360 0 79676 JENNIFER LEMMON DIRECTOR SO CAL AND NEVADA 35.00 X 219676 0 95116 ANDREW PREDILLETO STRATEGIC CAMPAIGN DIRECTOR 35.00 X 213841 0 93915 3705518 0 1190449 232 0 1 0 ZENITECH COMPUTER SOLUTIONS INC 715 KEY ROUT BLVD ALBANY CA 94612 NETWORK SUPPORT 2269440 ALLIANCE GRAPHICS 1101 8TH STREET SUITE 100 BERKELEY CA 94710 PRINTED MATERIAL 565132 AVI SYSTEMS INC NW8393 PO BOX 1450 MINNEAPOLIS MN 55485 AUDIO VISUAL SYSTEMS 514105 MOVEMENT COOPERATIVE THE PO BOX 20063 NEW YORK NY 100019998 RESEARCH DATABASE SERVICE 502030 FENTON COMMUNICATIONS 1000 VERMONT AVE NW WASHINGTON DC 20005 COMMUNICATIONS SERVICES 450747 5 MEMBERSHIP DUES AND ASSESSMENTS 900099 135435167 135435167 PAC INCOME 900099 1658706 1658706 137093873 3087112 3087112 6509188 6590900 -81712 -81712 -81712 MISCELLANEOUS 900099 106062 106062 106062 140205335 137199935 0 3005400 377563 3912702 39424163 6710362 7461625 3435107 148118 93735 4727387 3023690 3330059 2133442 2553587 980667 1053273 2350069 413138 PER CAPITA PAYMENT 12830940 DUES AND SUBSCRIPTIONS 391792 CONTRACT REPRESENTATIVE 308400 MISCELLANEOUS 166429 270048 96096296 123624084 162965950 63353459 61203992 6527990 6272334 1368679 759165 91456056 23573633 70970220 67882423 112553043 114054822 566304 534096 378963779 413672782 12683906 14450641 659156 541989 345934 249974 13688996 15242604 X 363983171 397138303 1291612 1291875 365274783 398430178 378963779 413672782 X 44109039 -10953644 0 X X 0 1 X 1 0 1283119 VOTE NURSES VALUES PAC 155 GRAND AVENUE OAKLAND CA 94612 844008275 1180000 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 71549141 20328427 51220714 4464650 3237574 1227076 25440 7632 17808 67882423 CITIBANK ACCOUNT 114054822 F 114054822 SECURITY DEPOSITS 107870 DUE FROM RELATED PARTIES 142104 249974 135842591 -10953644 -10953644 146796235 -6590900 -6590900 140205335 102687196 6590900 6590900 96096296 0 96096296 PART XI, LINE 2D - OTHER ADJUSTMENTS: SEGREGATED FUND REVENUE PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -6,590,900. PART XII, LINE 2D - OTHER ADJUSTMENTS: SEGREGATED FUND EXPENSES RENTAL EXPENSES 6,590,900. 0 0 0 0 0 0 0 0 0 0 EUROPE (INCLUDING ICELAND & GREENLAND) 6806 0 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 CALIFORNIA ALLIANCE FOR RETIRED AMERICANS (CARA) 600 GRAND AVENUE 410 OAKLAND CA 94610 201790506 501(C)(4) 10000 0 TO ASSIST ORGANIZATION CALIFORNIA NURSES FOUNDATION 155 GRAND AVENUE OAKLAND CA 94612 237090658 501(C)(3) 75000 39380 TO ASSIST ORGANIZATION CAPITAL & MAIN 1910 W SUNSET BLVD SUITE 740 LOS ANGELES CA 90026 810895767 501(C)(3) 40000 0 TO ASSIST ORGANIZATION FAHWA INC 131 WEST 33RD STREET 4TH FLOOR NEW YORK NY 10001 823647043 501(C)(3) 17500 0 TO ASSIST ORGANIZATION CALIFORNIA TAX REFORM ASSOCIATION 1121 L STREET 602 SACRAMENTO CA 95814 942386938 501(C)(4) 30000 0 TO ASSIST ORGANIZATION X 0 1 X X 0 0 0 DAVID JOHNSON NATIONAL FIELD DIRECTOR 362192 0 0 0 0 0 79682 0 46879 0 488753 0 0 0 JOANNE JUNG DIRECTOR, KAISER AND SUTTER 330763 0 0 0 0 0 72768 0 15216 0 418747 0 0 0 BONNIE CASTILLO EXECUTIVE DIRECTOR 306226 0 0 0 0 0 67190 0 22641 0 396057 0 0 0 DONALD NIELSEN CHIEF OPERATING OFFICER 252604 0 0 0 0 0 55573 0 31178 0 339355 0 0 0 HOLLY MILLER CHIEF OF STAFF 252604 0 0 0 0 0 55573 0 29865 0 338042 0 0 0 CHARLES IDELSON SENIOR COMMUNICATIONS ADVISOR 228180 0 0 0 0 0 50200 0 47410 0 325790 0 0 0 DANIEL JOHNSTON DIRECTOR RESEARCH & EDUCATION 223876 0 0 0 0 0 49253 0 46842 0 319971 0 0 0 JENNIFER LEMMON DIRECTOR SO CAL AND NEVADA 219676 0 0 0 0 0 48329 0 46787 0 314792 0 0 0 ANDREW PREDILLETO STRATEGIC CAMPAIGN DIRECTOR 213841 0 0 0 0 0 47045 0 46870 0 307756 0 0 0 COREY LANHAM NATIONAL BARGAINING DIRECTOR 213824 0 0 0 0 0 47041 0 46833 0 307698 0 0 0 KENG CHOY MAK CATHOLIC DIVISION DIRECTOR 225360 0 0 0 0 0 49579 0 30097 0 305036 0 0 0 KENNETH ZINN NATIONAL POLITICAL DIRECTOR 216765 0 0 0 0 0 47688 0 34156 0 298609 0 0 0 PEDRITO QUIJANO DIRECTOR ORGANIZING 207656 0 0 0 0 0 45684 0 30070 0 283410 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 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NATIONAL NURSES UNITED N 900000 FINANCIAL RECORDS NATIONAL NURSES UNITED O 3623534 FINANCIAL RECORDS CALIFORNIA NURSES FOUNDATION O 2430 MARGINAL COST OF ADMINISTRATIVE A CALIFORNIA NURSES FOUNDATION P 36950 MARGINAL COST OF ADMINISTRATIVE A