2022-11-10T16:32:49-06:00 2021-12-31 680251243 CAMPBELL TAYLOR WASHBURN 3741 DOUGLAS BLVD SUITE 350 ROSEVILLE CA 95661 990 2021-01-01 770045382 CALIFORNIA ASSOCIATION OF NONPROFITS CALI 8007764226 870 MARKET STREET 609 SAN FRANCISCO CA 94102 CHERYL THOMPSON MEMBER 8007764226 2022-11-10 1 CHERYL THOMPSON 999009999 RYAN E TAYLOR P01064620 9169293680 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JAN MASAOKA 870 MARKET STREET SUITE 985 SAN FRANCISCO CA 94104 2784303 0 X WWW.CALNONPROFITS.ORG X 1984 CA THE CALIFORNIA ASSOCIATION OF NONPROFITS (CALNONPROFITS) IS A STATEWIDE MEMBERSHIP ORGANIZATION DEDICATED TO BRINGING THE FULL POWER OF CALIFORNIA'S NONPROFITS TO STRENGTHENING COMMUNITIES. 12 12 9 0 3035 0 1000623 1583071 48639 103839 29909 2283 590254 1095110 1669425 2784303 0 0 0 0 831165 1134055 0 0 4521 128581 261984 959746 1396039 709679 1388264 5539889 7120990 329979 522819 5209910 6598171 X THE CALIFORNIA ASSOCIATION OF NONPROFITS (CALNONPROFITS) WORKS TO BRING THE FULL POWER OF CALIFORNIA'S NONPROFITS TO STRENGTHENING COMMUNITIES. CALNONPROFITS: SPEAKS WITH THE VOICE OF CALIFORNIA NONPROFITS TO THE LEGISLATURE, GOVERNMENT AGENCIES, PHILANTHROPY, AND THE PUBLIC; WORKS WITH THE LEGISLATORS AND NONPROFIT COALITIONS TO DEVELOP LEGISLATION THAT WILL ALLOW NONPROFITS TO BRING THEIR FULL POWER TO SERVING CALIFORNIA'S COMMUNITIES; BRINGS NONPROFITS TOGETHER TO DISCUSS AND DEBATE ISSUES, TO THINK THROUGH THE IMPLICATIONS OF GOVERNMENT AND PHILANTHROPIC ACTIONS, AND TO BUILD NETWORKS THAT SUPPORT NONPROFITS AND THE COMMUNITIES THEY SERVE. 0 0 1207659 103839 PROGRAMS: PUBLIC POLICY, ADVOCACY, AND EDUCATION: CALNONPROFITS WORKS WITH LEGISLATORS AND NONPROFIT COALITIONS TO SUPPORT AN ECONOMIC AND REGULATORY CLIMATE THAT ALLOWS CALIFORNIA NONPROFITS TO DO THEIR BEST WORK. CALNONPROFITS DOCUMENTS THE VALUE OF NONPROFIT CONTRIBUTIONS TO THE ECONOMY AND THE COMMUNITY, ACTS AS THE COMMUNITY'S LEGISLATIVE "WATCH DOG, AND KEEPS NONPROFITS INFORMED AND INVOLVED IN RELEVANT LEGISLATION. THROUGH WEBINARS, REGIONAL AND ONLINE CONVENINGS, A STATEWIDE CONVENTION, AND OTHER EFFORTS, CALNONPROFITS BRINGS NONPROFITS TOGETHER TO DISCUSS AND DEBATE CRITICAL ISSUES FACING THE SECTOR, TO THINK THROUGH THE IMPLICATIONS OF GOVERNMENT AND PHILANTHROPIC ACTIONS, AND TO BUILD NETWORKS THAT SUPPORT NONPROFITS AND THE COMMUNITIES THEY SERVE. THROUGH ITS "VOTE WITH YOUR MISSION" CAMPAIGN, CALNONPROFITS ENCOURAGES NONPROFIT STAFF, BOARD MEMBERS, AND VOLUNTEERS TO VOTE WITH THE IDEALS AND VALUES THAT BROUGHT THEM INTO THE NONPROFIT COMMUNITY. STRENGTHENING THE GOVERNMENT-NONPROFIT PARTNERSHIP: CALNONPROFITS EDUCATES NONPROFITS ABOUT COMPLIANCE WITH RELEVANT REGULATIONS AND WORKS WITH GOVERNMENT TO STREAMLINE PAPERWORK. CALNONPROFITS SPONSORS THE ANNUAL "CALIFORNIA NONPROFITS DAY" IN SACRAMENTO, WHERE LEGISLATORS SELECT A "NONPROFIT OF THE YEAR" FROM THEIR DISTRICTS AND JOIN THEM FOR A CELEBRATORY LUNCHEON. CALNONPROFITS BRINGS ELECTED OFFICIALS AND NONPROFITS INTO DIRECT DIALOG THROUGH IN-PERSON AND ONLINE CONVENINGS'. RESOURCES: CALNONPROFITS CONDUCTS AND PUBLISHES RESEARCH, ANALYSIS, NEWS AND OPINION VIA ITS WEBSITE, PRINT PUBLICATION, AND E-NEWSLETTER, TO INFORM, EDUCATE AND KEEP NONPROFITS UP TO DATE ON IMPORTANT ISSUES. CALNONPROFITS DELIVERS CONCISE AND VALUABLE INFORMATION AND RESOURCES FOR MEMBERS TO USE IN THEIR DAY-TO-DAY OPERATIONS AND LONG-TERM PLANNING. CALNONPROFITS' SIGNATURE ECONOMIC IMPACT REPORT -- "CAUSES COUNT: THE ECONOMIC POWER OF THE NONPROFIT SECTOR," -- FOUND, FOR EXAMPLE, THAT CALIFORNIA NONPROFITS BRING $40 BILLION INTO THE STATE EACH YEAR, AND THAT ONE IN EVERY 14 CALIFORNIA JOBS IS AT A NONPROFIT.DISCOUNTS: CALNONPROFITS HELPS MEMBERS SAVE TIME AND MONEY WITH SPONSORED DISCOUNT SERVICES INCLUDING HEALTH/DENTAL/VISION INSURANCE, D&O INSURANCE, HR RESOURCES, PRINTING, EMPLOYEE/VOLUNTEER BACKGROUND CHECKS, SHIPPING, OFFICE SUPPLIES, ONLINE JOB CENTER, IT SERVICES AND MORE. SERVICES: NAC INSURANCE ADMINISTRATION CORPORATION DBA CALNONPROFITS INSURANCE SERVICES (NAC) (SUBSIDIARY): A SOCIAL ENTERPRISE SUBSIDIARY OF CALNONPROFITS, THIS FULL-SERVICE BROKERAGE PROVIDES PROPERTY/CASUALTY AND EMPLOYEE BENEFITS INSURANCE TO MORE THAN 1,500 NONPROFITS AND PROTECTING 20,000 NONPROFIT EMPLOYEES. IN ADDITION, CALNONPROFITS SPONSORS THE NONPROFIT BENEFITS TRUST (DENTAL AND VISION PLAN) WHICH IS OFFERED BY AND ADMINISTERED BY NAC. 1207659 1 1 0 1 0 0 0 0 0 0 0 0 0 1 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 1 1 1 0 0 1 11 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHERYL THOMPSON 8007764226 1500 41ST AVENUE CAPITOLA CA 95010 CHET HEWITT MEMBER 2.00 X 0 0 0 MICHAEL ALEXANDER MEMBER/FINANCE COMMITTEE MEMBER 3.00 X 0 0 0 JOEL JOHN ROBERTS MEMBER 2.00 X 0 0 0 YOLANDA GORMAN MEMBER 2.00 X 0 0 0 SURINA KHAN MEMBER 2.00 X 0 0 0 KARTHICK RAMAKRISHNAN MEMBER/FINANCE COMMITTEE MEMBER 3.00 X 0 0 0 SUSAN GOMEZ MEMBER 2.00 X 0 0 0 LEA SALEM FINANCE COMMITTEE MEMBER 1.00 X 0 0 0 NORMA MTUME FINANCE COMMITTEE MEMBER 1.00 X 0 0 0 LATONYA SLACK SECRETARY 2.00 X 0 0 0 JOSE RODRIGUEZ VICE CHAIR 2.00 X 0 0 0 GEOFF GREEN TREASURER/FINANCE COMMITTE MEMBER 3.00 X 0 0 0 MARICELA MORALES CHAIR 2.00 X 0 0 0 SHAMUS ROLLER CHAIR 2.00 X 0 0 0 JAN MASAOKA CAL NONPROFITS CEO 40.00 X 196033 0 42894 COLLEEN LAZANICH SUBSIDIARY CEO 1.00 40.00 X 0 297148 50580 LUCY CARTER POLICY DIRECTOR 1.00 40.00 X 132122 0 25299 SUZANNE RIESER SUBSIDIARY DIRECTOR OF EMPLOYEE BENEFITS 1.00 40.00 X 0 110719 52863 CHERYL THOMPSON SUBSIDIARY DIRECTOR OF FINANCE 1.00 40.00 X 0 148394 33751 COLE KINNEY SUBSIDIARY SR VP OF DEVELOPMENT 1.00 40.00 X 0 350467 47388 SARA MATTSON SUBSIDIARY SENIOR VP OF SALES 1.00 40.00 X 0 346310 52730 DEBRA CHARGOIS BUTLER SUBSIDIARY VP OF SALES 1.00 40.00 X 0 151946 24997 CYNDI SKELTON SUBSIDIARY PC CUSTOMER SERVICE MANAGER 1.00 40.00 X 0 100581 25930 328155 1505565 356432 2 0 1 0 0 497451 101225 984395 1583071 CONFERENCE & WORKSHOPS 900099 50296 50296 PRODUCTS/SERVICES 900099 47593 47593 HONORARIUM & CONSULTING 900099 5950 5950 103839 2283 2283 EARNINGS-WHOLLY OWNED SUBSIDIARY 900099 1088891 1088891 MISCELLANEOUS 900099 3184 3184 ADVERTISING REVENUE 900099 3035 3035 1095110 2784303 103839 3035 1094358 197709 181696 14033 1980 792726 678492 112825 1409 88016 75498 12001 517 55604 47483 7865 256 46139 40727 5324 88 32686 27983 4548 155 2629 2173 456 CONTRACTS 127500 127500 OTHER EXPENSES 44880 19227 25537 116 MAINTENANCE 7972 6879 1093 0 BUSINESS EXPENSES 178 1 177 0 1396039 1207659 183859 4521 225738 905056 802790 1004287 18000 0 18653 5012 19761 17143 106024 106773 4348923 5082719 5539889 7120990 64347 273163 265632 249656 329979 522819 X 4945869 6226296 264041 371875 5209910 6598171 5539889 7120990 1388264 0 X X 0 1 X 1 0 X 795800 640948 641612 1086599 1586342 4751301 49357 109405 54649 48639 103839 365889 376766 424610 300579 590254 1095110 2787319 1221923 1174963 996840 1725492 2785291 7904509 0 0 0 7904509 3199 5642 7810 29909 2283 48843 3199 5642 7810 29909 2283 48843 1225122 1180605 1004650 1755401 2787574 7953352 0.99390 0.99200 0.00610 0.00800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1181 24051 25232 1370809 1396041 214604 53651 0 0 187875 187954 159575 214604 750008 1125012 91389 81947 14009 25232 212577 46969 46989 39894 53651 187503 281255 8192 1769 7055 1181 18197 PART I-A, LINE 1: LOBBYING PART IV, ADDITIONAL INFORMATION DIRECT AND GRASSROOTS LOBBYING COSTS ARE USED TO EDUCATE POLICY MAKERS ON THE IMPACT OF BILLS, POLICY AND INITIATIVES ON THE NONPROFIT SECTOR SO THAT THE RESULTING LEGISLATION WILL BETTER SUPPORT THE WORK AND VALUES OF NONPROFITS. 0 DIVIDENDS RECEIVABLE FROM WHOLLY OWNED SUBSIDIARY 523832 INVESTMENT IN WHOLLY-OWNED SUBSIDIARY 4558887 5082719 X 2784303 0 2784303 0 2784303 1396042 0 1396042 0 1396042 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE CALNONPROFITS MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CALNONPROFITS AND RECOGNIZE A TAX LIABILITY OR ASSET IF CALNONPROFITS HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. CALNONPROFITS' MANAGEMENT HAS DETERMINED THAT AS OF DECEMBER 31, 2019, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. CALNONPROFITS IS SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. CALNONPROFITS IS OPEN TO EXAMINATION FOR THE PREVIOUS THREE (FEDERAL) AND FOUR (STATE) YEARS BY VARIOUS TAX AUTHORITIES. X 0 0 0 0 0 0 0 0 0 SARA MATTSON SUBSIDIARY SENIOR VP OF SALES 0 346310 0 0 0 0 0 26000 0 26730 0 399040 0 0 COLE KINNEY SUBSIDIARY SR VP OF DEVELOPMENT 0 350467 0 0 0 0 0 26000 0 21388 0 397855 0 0 COLLEEN LAZANICH SUBSIDIARY CEO 0 297148 0 0 0 0 0 26000 0 24580 0 347728 0 0 JAN MASAOKA CAL NONPROFITS CEO 196033 0 0 0 0 0 16894 0 26000 0 238927 0 0 0 CHERYL THOMPSON SUBSIDIARY DIRECTOR OF FINANCE 0 148394 0 0 0 0 0 19188 0 14563 0 182145 0 0 DEBRA CHARGOIS BUTLER SUBSIDIARY VP OF SALES 0 151946 0 0 0 0 0 6000 0 18997 0 176943 0 0 SUZANNE RIESER SUBSIDIARY DIRECTOR OF EMPLOYEE BENE 0 110719 0 0 0 0 0 13755 0 39108 0 163582 0 0 LUCY CARTER POLICY DIRECTOR 132122 0 0 0 0 0 15825 0 9474 0 157421 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS: CALNONPROFITS ARE VOLUNTARY.IN ORDER TO BE A VOTING MEMBER, THEY MUST BE 501 (C) (3) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS: TWO-THIRDS OF THE DIRECTORS (GOVERNING BOARD) ARE ELECTED BY WRITTEN BALLOT BY THE MEMBERS. TO HELP FULFILL THE NEEDS OF THE ORGANIZATION, THE REMAINING DIRECTORS ARE ELECTED BY THE BOARD. MEMBERS WILL HAVE ALL RIGHTS AFFORDED MEMBERS UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW AND THE CALIFORNIA ASSOCIATION OF NONPROFIT BYLAWS. THIS ORGANIZATION MAY ALSO BENEFIT, SERVE OR ASSIST CORPORATIONS OR OTHER PERSONS WHO ARE NOT MEMBERS, BUT MAY RESTRICT THE PROVISION OF CERTAIN BENEFITS, SERVICES AND ASSISTANCE TO MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL OF MEMBERS: THIS ORGANIZATION WILL HAVE ONE CLASS OF MEMBERS. MEMBERS WILL HAVE THE RIGHT TO VOTE AS FOLLOWS: ON THE ELECTION OF DIRECTORS;ON ANY MERGER AND ITS PRINCIPLE TERMS OR ANY AMENDMENT OF THOSE TERMS; ON ANY ELECTION TO DISSOLVE THE CORPORATION; ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS; ON ANY AMENDMENT OF THE ARTICLES OF INCORPORATION, AND ON ANY AMENDMENT TOT HE BYLAWS THAT WOULD MATERIALLY AND ADVERSELY AFFECT THE MEMBER'S RIGHTS AS TO VOTING OR TRANSFER. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: A COPY OF FORM 990 IS PROVIDED TO AND APPROVED BY THE BOARD'S FINANCE COMMITTEE AND PROVIDED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICT POLICY: ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL AND OFFICERS: COMPENSATION PROCESS FOR TOP OFFICIAL COMPARATIVE SALARY DATA IS COMPILED FROM OTHER STATE ASSOCIATIONS AND PUBLISHED NONPROFIT SALARY SURVEYS. IT IS THEN REVIEWED AND APPROVED BY THE BOARD OR BOARD COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. NAC INSURANCE ADMIN CORP 1500 41ST AVENUE 228 CAPITOLA CA 95010 770057190 INSURANCE CA CALIFORNIA ASSOCIATION OF NONPROFITS C 1088891 6300948 1.00000 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 NAC INSURANCE ADMIN CORP N 6175 CASH NAC INSURANCE ADMIN CORP F -523832 CASH