2018-08-10T19:01:16-05:00 2017-12-31 680251243 CAMPBELL TAYLOR & COMPANY 3741 DOUGLAS BLVD SUITE 350 ROSEVILLE CA 95661 990 2017-01-01 770045382 CALIFORNIA ASSOCIATION OF NONPROFITS CALI 8007764226 1500 41ST AVE NO 280 CAPITOLA CA 95010 JAN MASAOKA CEO 8007764226 2018-07-30 1 LINDA L HOUSE P00003225 9169293680 2017 2022-09-23 18:48:47Z JAN MASAOKA 400 MONTGOMERY SUITE 500 SAN FRANCISCO CA 94104 1225122 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 0 0 611966 795800 104719 49357 2512 3199 223466 376766 942663 1225122 0 0 0 0 872375 740719 0 0 3381 237657 180975 1110032 921694 -167369 303428 3775920 4080483 49398 39301 3726522 4041182 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 735400 49357 PROGRAMS: PUBLIC POLICY, ADVOCACY, AND EDUCATION: CALNONPROFITS WORKS WITH LEGISLATORS AND NONPROFIT COALITIONS TO SUPPORT A CLIMATE THAT ALLOWS CALIFORNIA NONPROFITS TO DO THEIR BEST WORK SERVING COMMUNITIES. CALNONPROFITS DOCUMENTS THE VALUE OF NONPROFIT CONTRIBUTIONS TO THE ECONOMY AND THE COMMUNITY, ACTS AS THE SECTOR'S LEGISLATIVE "WATCH DOG, AND KEEP NONPROFITS INFORMED AND INVOLVED IN LEGISLATION THAT IMPACTS THEIR ABILITY TO FULFILL THEIR MISSIONS. THROUGH WEBINARS, REGIONAL CONVENINGS, A STATEWIDE CONVENTION, AND OTHER EFFORTS, CALNONPROFITS BRINGS NONPROFITS TOGETHER TO DISCUSS AND DEBATE CRITICIAL 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 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 THE GOVERNMENT TO STREAMLINE PAPERWORK. CALNONPROFTS 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. RESOURCES: CALNONPROFITS 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 AFFECTING NONPROFITS. THROUGH ITS PUBLICATIONS AND OTHER TOOLS AND RESOURCES, CALNONPROFITS DELIVERS CONCISE AND VALUABLE INFORMATION AND RESOURCES TO MEMBERS FOR USE IN THEIR DAY-TO-DAY OPERATIONS AND LONG-TERM PLANNING. CALNONPROFITS ALSO CONDUCTED THE FIRST-EVER CALIFORNIA NONPROFIT ECONOMIC REPORT, "CAUSES COUNT: THE ECONOMIC POWER OF THE NONPROFIT SECTOR," WHICH FOUND, FOR EXAMPLE, THAT CALIFORNIA NONPROFITS BRING $40 BILLION INTO THE STATE EACH YEAR, AND GENERATE 1 IN EVERY 16 CALIFORNIA JOBS. DISCOUNTS: CALNONPROFITS HELPS MEMBERS SAVE TIME AND MONEY WITH SPONSORED DISCOUNT SERVICES INCLUDING 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 HEALTH INSURANCE TO OVER 20,000 NONPROFIT EMPLOYEES, AND SERVES MORE THAN 1,000 NONPROFITS WITH THEIR INSURANCE NEEDS. IN ADDITION, CALNONPROFITS SPONSORS TWO HEALTH GROUP TRUSTS: NONPROFIT BENEFITS TRUST (DENTAL AND VISION) AND HEALTHWAY (A UNIQUE, EXCLUSIVE HEALTH PLAN). 735400 1 1 0 1 0 0 0 0 0 0 1 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 0 0 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 PETER MANZO MEMBER 2.00 X 0 0 0 SARAH PILLSBURY MEMBER 2.00 X 0 0 0 MARY JO SCHUMANN MEMBER 2.00 X 0 0 0 SHAMUS ROLLER MEMBER 2.00 X 0 0 0 ROSEMARY FEI MEMBER 2.00 X 0 0 0 CHET HEWITT MEMBER 2.00 X 0 0 0 CELESTE DEWALD MEMBER 2.00 X 0 0 0 MICHAEL ALEXANDER MEMBER 2.00 X 0 0 0 VERA BENNETT FINANCE COMMITTEE MEMBER 1.00 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 GEOFF GREEN CHAIR 2.00 X 0 0 0 CYNTHIA DUENAS VICE CHAIR 2.00 X 0 0 0 TERENCE MULLIGAN TREASURER 2.00 X 0 0 0 MARICELA MORALES SECRETARY 2.00 X 0 0 0 JAN MASAOKA CAL NONPROFITS CEO 40.00 X 170000 0 19630 DEBORAH CONNORS CFO-SUBSIDIARY 0.00 40.00 X 0 263146 7837 COLLEEN LAZANICH CEO-SUBSIDIARY 0.00 40.00 X 0 222601 30122 SARA MATTSON SUBSIDIARY SENIOR VP OF SALES 0.00 40.00 X 0 218020 13101 DEBRA CHARGOIS BUTLER SUBSIDIARY VP OF SALES 0.00 40.00 X 0 113553 21828 170000 817320 92518 1 0 1 0 0 455600 340200 795800 PRODUCTS/SERVICES 900099 23846 23846 CONFERENCE & WORKSHOPS 900099 19511 19511 HONORARIUM & CONSULTIN 900099 6000 6000 49357 3199 3199 EARNINGS-WHOLLY OWNED 900099 374199 374199 MISCELLANEOUS 900099 2567 2567 376766 1225122 49357 0 379965 170000 154004 14246 1750 479601 366099 112729 773 53823 40243 13338 242 37295 29140 7960 195 49220 39611 9507 102 41530 32516 8819 195 53446 47807 5623 16 OTHER EXPENSES 36616 25980 10528 108 BUSINESS EXPENSES 163 0 163 0 921694 735400 182913 3381 146520 111101 573046 691808 6158 4394 16774 18137 9962 9962 0 0 80839 92070 100841 2952583 3062132 3775920 4080483 49208 29301 190 10000 49398 39301 X 3606494 3778821 120028 262361 3726522 4041182 3775920 4080483 303428 11232 0 X X 0 1 X 1 0 X 589768 650782 904609 611966 795800 3552925 78196 117989 98122 104719 49357 448383 380327 433677 492451 223466 376766 1906687 1048291 1202448 1495182 940151 1221923 5907995 0 0 0 5907995 1750 41336 21970 2512 3199 70767 1750 41336 21970 2512 3199 70767 1050041 1243784 1517152 942663 1225122 5978762 0.98820 0.98540 0.01180 0.01460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7708 55780 63488 858177 921665 163250 40813 0 0 174375 180280 186003 163250 703908 1055862 7676 49878 55604 63488 176646 43594 45070 46501 40813 175978 263967 523 1992 7415 7708 17638 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. 9962 9962 0 0 DIVIDENDS RECEIVABLE FROM WHOLLY OWNED SUBSIDIARY 250000 INVESTMENT IN WHOLLY-OWNED SUBSIDIARY 2812132 3062132 X 1236354 11232 11232 1225122 0 1225122 921694 0 921694 0 921694 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, 2017, 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 JAN MASAOKA CAL NONPROFITS CEO 170000 0 0 0 0 0 4800 0 14830 0 189630 0 0 0 DEBORAH CONNORS CFO-SUBSIDIARY 0 263146 0 0 0 0 0 2540 0 5297 0 270983 0 0 COLLEEN LAZANICH CEO-SUBSIDIARY 0 222601 0 0 0 0 0 3500 0 26622 0 252723 0 0 SARA MATTSON SUBSIDIARY SENIOR VP OF SALES 0 218020 0 0 0 0 0 8242 0 4859 0 231121 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 503 (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 280 CAPITOLA CA 95010 770057190 INSURANCE CA CALIFORNIA ASSOCIATION OF NONPROFITS C 347199 4272899 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 NAC INSURANCE ADMIN CORP N 7988 CASH NAC INSURANCE ADMIN CORP O 78397 CASH NAC INSURANCE ADMIN CORP S 250000 CASH