2019-05-15T16:26:22-05:00 2018-06-30 943158857 RINA ACCOUNTANCY CORPORATION 150 POST STREET SUITE 200 SAN FRANCISCO CA 94108 990 2017-07-01 940362060 CALIFORNIA NURSES ASSOCIATION CALI 5102732200 155 GRAND AVENUE OAKLAND CA 94612 MARTHA KUHL TREASURER 5102732200 2019-05-14 1 TRACY TEALE P01290862 4157774488 2019-05-14 209.234.190.250 2019-05-14 19:25:46 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D03B5369C668E071B3F13B13F15DF50611DA948A 2017 2019-02-21 02:37:17Z DEBORAH BURGER 155 GRAND AVENUE OAKLAND CA 94612 128978843 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. 37 28 731 0 0 0 0 0 106625012 121766787 1117721 1600910 94812 -347533 107837545 123020164 353720 1396176 0 0 36992306 40704041 0 0 0 41044282 45723016 78390308 87823233 29447237 35196931 263374995 293905319 60778481 57445303 202596514 236460016 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 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 94 0 731 1 0 0 0 0 0 0 0 0 X 37 28 1 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 MARTESE CHISM BOARD MEMBER 2.00 X 1800 0 0 FONG CHUU BOARD MEMBER 2.00 X 1200 0 0 DEBBIE CUARESMA BOARD MEMBER 2.00 X 0 0 0 KATHY DENNIS BOARD MEMBER 2.00 X 1412 0 0 KATHLEEN DONOHUE BOARD MEMBER 4.00 X 18606 0 0 MAUREEN DUGAN BOARD MEMBER 2.00 X 0 0 0 AMY ERB BOARD MEMBER 0.00 X 0 0 0 CRAIG FITZPATRICK BOARD MEMBER 2.00 X 0 0 0 AMY GLASS BOARD MEMBER 4.00 X 18239 0 0 GUTIERREZ MICHELLE BOARD MEMBER 4.00 X 18764 0 0 LAURI HOAGLAND BOARD MEMBER 2.00 X 30 0 0 JENNIFER HOLM BOARD MEMBER 2.00 X 613 0 0 CAROL KOELLE BOARD MEMBER 2.00 X 0 0 0 DIANE KOORSONES-GALARZA BOARD MEMBER 2.00 X 3580 0 0 MARISSA LEE BOARD MEMBER 2.00 X 1200 0 0 VIRGINIA MACALINO BOARD MEMBER 2.00 X 770 0 0 DIANE MCCLURE BOARD MEMBER 2.00 X 11934 0 0 ALLISON MILLER BOARD MEMBER 2.00 X 0 0 0 SANDRA REDING BOARD MEMBER 2.00 X 2274 0 0 KATY ROEMER BOARD MEMBER 2.00 X 9090 0 0 JANE SANDOVAL BOARD MEMBER 2.00 X 0 0 0 SHERRI STODDARD BOARD MEMBER 2.00 X 2650 0 0 PAMELA STOWE BOARD MEMBER 2.00 X 3878 0 0 DAHLIA TAYAG BOARD MEMBER 2.00 X 1800 0 0 DOLORES TRUJILLO BOARD MEMBER 2.00 X 1516 0 0 VALERIE VERITY-MOCK BOARD MEMBER 2.00 X 4238 0 0 RIDA VILLANUEVA BOARD MEMBER 2.00 X 1800 0 0 DAVID WELCH BOARD MEMBER 2.00 X 0 0 0 ALISON WELSH BOARD MEMBER 2.00 X 0 0 0 IRMA WESTMORELAND BOARD MEMBER 2.00 X 153 0 0 MARTHA KUHL TREASURER 2.00 X 1800 0 0 ZENAIDA CORTEZ COUNCIL OF PRES 23.00 X 94509 0 0 DEBORAH BURGER COUNCIL OF PRES 24.00 X 98407 0 0 MALINDA MARKOWITZ COUNCIL OF PRES 25.00 X 82160 0 0 CORALIE GILES COUNCIL OF PRES 22.00 X 82482 0 0 MARGARET KEENAN SECRETARY 13.00 X 0 0 0 CATHERINE KENNEDY SECRETARY 11.00 X 51952 0 0 MICHAEL GRIFFING DIRECTOR FIELD REP 35.00 X 482630 0 98077 ROBERT DEMORO DIRECTOR-RESEARCH 35.00 X 430887 0 60340 ROSE ANN DEMORO EXECUTIVE DIRECTOR 35.00 X 383889 0 104649 MICHAEL LIGHTY DIRECTOR PUBLIC POLICY 35.00 X 227180 0 91395 PAMELA ALLEN DIRECTOR-LEGAL 35.00 X 226260 0 89854 BONNIE CASTILLO ASSOCIATE EXECUTIVE DIRECTOR 35.00 X 207512 0 65959 DAVID JOHNSON DIRECTOR-ORGANIZING 35.00 X 207510 0 87110 CHARLES IDELSON DIRECTOR-COMMUNICATIONS 35.00 X 202863 0 86519 DONALD NIELSEN DIRECTOR GOVERNMENT RELATIONS 35.00 X 199994 0 72212 COREY LANHAM DIRECTOR MID ATLANTIC REG/NNU VET AFFAIRS 35.00 X 191388 0 70318 YOLANDA RIOS LABOR REP 35.00 X 293408 0 53904 DONNA KENNEDY ORGANIZER 35.00 X 258032 0 37571 GLEN SHARP LABOR REP 35.00 X 215258 0 69172 4043668 0 987080 143 0 1 0 MARRIOTT HOTEL PO BOX 402642 ATLANTA GA 30384 FACILITIES/LODGING 2956719 ZENITECH COMPUTER SOLUTIONS INC 715 KEY ROUTE BLVD ALBANY CA 94612 NETWORK SUPPORT 1580318 HOUSING BY DANA 10531 4S COMMONS 444 SAN DIEGO CA 92127 LONG TERM HOUSING/LODGING 1452007 METRO MEDIA PRODUCTIONS 930 STRIKER AVE SUITE D SACRAMENTO CA 95834 EVENTS AND PRODUCTIONS 652019 ABLE ENGINEERING SERVICES INC DEPT 34637 PO BOX 39000 SAN FRANCISCO CA 94139 BUILDING SERVICES 621573 5 MEMBERSHIP DUES AND ASSESSMENTS 900099 121766787 121766787 121766787 1838687 1838687 5216751 5689324 -472573 -472573 -472573 237777 -237777 -237777 -237777 31578 31578 0 MISCELLANEOUS 900099 125040 125040 125040 123020164 121419254 0 1600910 1396176 4043668 25144535 4882204 3882241 2751393 242865 25410 2526427 1456015 -97742 1696720 1831764 5998126 6057657 1079894 5262 1854860 352776 PER CAPITA PAYMENT 20447874 STAFF DEVELOPMENT 1441320 CONTRACT REPRESENTATIVE 268600 RESEARCH & DEVELOPMENT 233088 302100 87823233 81641151 110832968 51935605 52051545 6666566 7332917 3872 3872 425374 555385 82212793 8846448 72287132 73366345 50108601 49464414 306694 297873 263374995 293905319 12554022 11530751 439044 495226 47711850 45222750 73565 196576 60778481 57445303 X 201309712 235171506 1286802 1288510 202596514 236460016 263374995 293905319 X 35196931 -1592391 258962 X X 0 1 X 1 0 1081845 NURSES FOR NEWSOM FOR GOVERNOR 2018 555 CAPITAL MALL SUITE 1425 SACRAMENTO CA 95814 823900846 0 1000000 1 0 0 SCHEDULE C PART I-A LINE 1 THE ORGANIZATION SPONSORED AND PROVIDED ADMINISTRATIVE SUPPORT FOR FIVE SEPARATE SEGREGATED FUNDS, INCLUDING ONE TO WHICH THE ORGANIZATION MADE PROMPT AND DIRECT TRANSFERS OF MEMBERSHIP DUES. 15416825 15416825 64127273 6755703 57371570 2668695 2090745 577950 73366345 CITIBANK ACCOUNT 49464414 C 49464414 SECURITY DEPOSITS 196576 196576 129152267 -1592391 1797393 205002 128947265 -5927101 -5927101 123020164 94660989 6837756 6837756 87823233 0 87823233 PART XI, LINE 2D - OTHER ADJUSTMENTS: SEGREGATED FUND REVENUE 1,797,393. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -5,689,324. LOSS ON DISPOSAL OF ASSETS -237,777. PART XII, LINE 2D - OTHER ADJUSTMENTS: SEGREGATED FUND EXPENSES 1,386,209. RENTAL EXPENSES 5,689,324. LOSS ON DISPOSAL OF ASSETS -237,777. 1 AFL-CIO ALAMEDA LABOR COUNDIL 7750 PARDEE LANE 105 OAKLAND CA 94621 940376350 501(C)(5) 5100 T AFL-CIO FLORIDA (HURRICANE RELIEF FUND) 135 SOUTH MONROE ST TALLAHASSEE FL 32301 590832847 501(C)(5) 10000 TO ASSIST ORGANIZATION AFL-CIO NORTH BAY LABOR COUNDIL(DISASTER RELIEF FUND) 2525 CLEVELAND AVE A SANTA ROSA CA 95403 941750667 501(C)(5) 10000 TO ASSIST ORGANIZATION AFL-CIO TEXAS (TEXAS WORKERS RELIEF FUND) PO BOX 12727 AUSTIN TX 73301 741289747 501(C)(5) 10000 TO ASSIST ORGANIZATION CALIFORNIA ALLIANCE FOR RETIRED AMERICANS (CARA) 600 GRAND AVENUE 410 OAKLAND CA 94610 201790506 501(C)(4) 17500 TO ASSIST ORGANIZATION CALIFORNIA NURSES FOUNDATION 155 GRAND AVENUE OAKLAND CA 94612 237090658 501(C)(3) 28959 TO ASSIST ORGANIZATION CONSUMER FEDERATION OF CALIFORNIA 1107 9TH ST 625 SACRAMENTO CA 95814 952121200 501(C)(4) 5000 TO ASSIST ORGANIZATION CONSUMER WATCHDOG 2701 OCEAN PARK BLVD 112 SANTA MONICA CA 90405 953993720 501(C)(3) 75000 TO ASSIST ORGANIZATION FLORIDA MEDIA LABS INC 200B SOUTH HIWAY 27 MINEOLA FL 34715 461264134 501(C)(3) 5000 TO ASSIST ORGANIZATION JOBS WITH JUSTICE 209 GOLDEN GATE SAN FRANCISCO CA 94102 463971162 501(C)(3) 20600 TO ASSIST ORGANIZATION LAANE (CAPITAL AND MAIN) 464 LUCAS AVE 202 LOS ANGELES CA 90017 954459427 501(C)(3) 40000 TO ASSIST ORGANIZATION LABOR UNITED FOR UNIVERSAL HEALTHCARE 2130 JAMES W WOOD BLVD LOS ANGELES CA 90006 010965467 501(C)(4) 10000 TO ASSIST ORGANIZATION NATIONAL DAY LABORER ORGANIZING NETWORK 674 S LA FAYETTE PARK PLACE LOS ANGELES CA 90057 208802586 501(C)(3) 14000 TO ASSIST ORGANIZATION UE RESEARCH AND EDUCATION 1 GATEWAY CENTER STE 1400 PITTSBURGH PA 15222 251740134 501(C)(3) 10000 TO ASSIST ORGANIZATION WEST VIRGINIA STATE AFL-CIO (TEACHER'S STRIKE FUND) 501 LEON SULLIVAN WAY CHARLESTON WV 25301 550417680 501(C)(5) 5000 TO ASSIST ORGANIZATION X 0 1 X X 0 0 0 MICHAEL GRIFFING DIRECTOR FIELD REP 482630 0 0 0 0 0 69802 0 28275 0 580707 0 0 0 ROBERT DEMORO DIRECTOR-RESEARCH 430887 0 0 0 0 0 60340 0 0 0 491227 0 0 0 ROSE ANN DEMORO EXECUTIVE DIRECTOR 383889 0 0 0 0 0 84198 0 20451 0 488538 0 0 0 MICHAEL LIGHTY DIRECTOR PUBLIC POLICY 227180 0 0 0 0 0 49829 0 41566 0 318575 0 0 0 PAMELA ALLEN DIRECTOR-LEGAL 226260 0 0 0 0 0 49642 0 40212 0 316114 0 0 0 BONNIE CASTILLO ASSOCIATE EXECUTIVE DIRECTOR 207512 0 0 0 0 0 45517 0 20442 0 273471 0 0 0 DAVID JOHNSON DIRECTOR-ORGANIZING 207510 0 0 0 0 0 45517 0 41593 0 294620 0 0 0 CHARLES IDELSON DIRECTOR-COMMUNICATIONS 202863 0 0 0 0 0 44494 0 42025 0 289382 0 0 0 DONALD NIELSEN DIRECTOR GOVERNMENT RELATIONS 199994 0 0 0 0 0 43999 0 28213 0 272206 0 0 0 COREY LANHAM DIRECTOR MID ATLANTIC REG/NNU VET AF 191388 0 0 0 0 0 42105 0 28213 0 261706 0 0 0 YOLANDA RIOS LABOR REP 293408 0 0 0 0 0 37763 0 16141 0 347312 0 0 0 DONNA KENNEDY ORGANIZER 258032 0 0 0 0 0 27265 0 10306 0 295603 0 0 0 GLEN SHARP LABOR REP 215258 0 0 0 0 0 27615 0 41557 0 284430 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THERE EXISTS A FAMILY RELATIONSHIP BETWEEN TWO DIRECTORS. 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 XI, LINE 9: CHANGE IN PAC NET ASSETS 258,962. 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 0 0 0 0 NATIONAL NURSES UNITED N 3093869 FINANCIAL RECORDS NATIONAL NURSES UNITED O 6750405 FINANCIAL RECORDS CALIFORNIA NURSES FOUNDATION O 28959 MARGINAL COST OF ADMIN ASSISTANCE