2017-11-13T17:44:37-06:00 2016-12-31 680251243 CAMPBELL TAYLOR & COMPANY 3741 DOUGLAS BLVD SUITE 350 ROSEVILLE CA 95661 990 2016-01-01 770045382 CALIFORNIA ASSOCIATION OF NONPROFITS CALI 8007764226 1500 41ST AVENUE NO 280 CAPITOLA CA 95010 JAN MASAOKA CEO 8007764226 2017-11-13 1 LINDA L HOUSE P00003225 9169293680 74.93.21.154 2017-11-13 12:27:04 PS P 7304586BC6570E05071838B0BA9D5959592AB12B 6D2FCD2A5A60B9F246A26F4DC12EEDF660973107 2016 2017-02-10 21:41:12Z JAN MASAOKA 400 MONTGOMERY SUITE 500 SAN FRANCISCO CA 94104 942663 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. 13 13 11 3 0 0 904609 611966 98122 104719 1970 2512 512451 223466 1517152 942663 0 0 0 0 537115 872375 0 0 1977 515682 237657 1052797 1110032 464355 -167369 3929715 3775920 41662 49398 3888053 3726522 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 907006 104719 EDUCATION & ADVOCACY: THROUGH ITS EDUCATION AND ADVOCACY PROGRAM AND CAMPAIGNS, CALNONPROFITS GATHERS DATA TO INFORM DECISION-MAKERS ON MATTERS RELEVANT TO NONPROFITS, WORKS WITH GOVERNMENT OFFICIALS AND AGENCIES TO ENHANCE A FAVORABLE BUSINESS AND REGULATORY CLIMATE FOR NONPROFITS, AND EDUCATES NONPROFITS, PHILANTHROPY, BUSINESS, AND THE PUBLIC ON THE ROLE OF NONPROFITS IN SOCIETY. CALNONPROFITS HOLDS AN ANNUAL CONVENTION FOR NONPROFITS AND PHILANTHROPY. IN 2016 WE ALSO CONDUCTED 44 WORKSHOPS ON NONPROFIT ACCOUNTING MATTERS, PUBLISHED A SET OF MATERIALS ON METHODS OF CALCULATING INDIRECT COSTS, CONDUCTED A SURVEY OF 800+ NONPROFITS ON PLANNED CHANGES TO THEIR WORK, DEVELOPED MATERIALS FOR NONPROFIT MANAGERS ON SUPPORTING THEIR EMPLOYEES WHO HAVE STUDENT DEBT.PUBLISHING: CALNONPROFITS PUBLISHES PRINT AND ELECTRONIC NEWSLETTERS WITH TIMELY POLICY AND EDUCATION CONTENT THAT ARE FREE TO THE PUBLIC, HOLDS EDUCATIONAL WEBINARS, AND CONDUCTS SEMINARS AND BRIEFINGS ACROSS THE STATE. CALNONPROFITS HAS ALSO PUBLISHED THE FIRST-EVER CALIFORNIA NONPROFIT ECONOMIC REPORT, "CAUSES COUNT: THE ECONOMIC POWER OF THE NONPROFIT SECTOR". A VERY POPULAR PUBLICATION IN 2016 WAS DEVELOPING AND PUBLISHING THE NONPROFIT COMPLIANCE CHECKLIST, WHICH INCLUDES A LIST OF ALL FEDERAL AND STATE FORMS THAT NONPROFITS HAVE TO FILE, WITH LINKS TO FORMS AND INSTRUCTIONS FOR FORMS.DIRECT SUPPORT TO NONPROFITS: NONPROFITS OBTAINED DISCOUNTS ON OFFICE SUPPLIES, BACKGROUND CHECKS AND OTHER BUSINESS SERVICES. THROUGH ITS SUBSIDIARY, CALNONPROFITS ASSISTED APPROXIMATELY 800 CALIFORNIA NONPROFITS WITH OBTAINING HEALTH INSURANCE FOR THEIR EMPLOYEES AND PROPERTY & CASUALTY INSURANCE FOR THEIR ORGANIZATION. CALNONPROFITS ALSO SERVES AS THE SPONSOR OF A HEALTH TRUST AND A DENTAL/VISION TRUST FOR EMPLOYEES OF CALIFORNIA NONPROFITS. 907006 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 9 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 ROSEMARY FEI MEMBER 2.00 0.00 X 0 0 0 SHAMUS ROLLER MEMBER 2.00 0.00 X 0 0 0 KIM KLEIN MEMBER 2.00 0.00 X 0 0 0 PETER MANZO MEMBER 2.00 0.00 X 0 0 0 MICHAEL ALEXANDER MEMBER 2.00 0.00 X 0 0 0 SARAH PILLSBURY MEMBER 2.00 0.00 X 0 0 0 LATONYA SLACK MEMBER 2.00 0.00 X 0 0 0 DEBRA CHARGOIS BUTLER SUBSIDIARY VICE PRESIDENT OF SALES 0.00 40.00 X 0 123367 19303 MARY JO SCHUMANN MEMBER 2.00 0.00 X 0 0 0 MARY ANNE FOO MEMBER 2.00 0.00 X 0 0 0 VERA BENNETT FINANCE COMMITTEE MEMBER 1.00 0.00 X 0 0 0 LEA SALEM FINANCE COMMITTEE MEMBER 1.00 0.00 X 0 0 0 NORMA MTUME FINANCE COMMITTEE MEMBER 1.00 0.00 X 0 0 0 CYNTHIA DUENAS VICE CHAIR 2.00 0.00 X 0 0 0 TERENCE MULLIGAN TREASURER 2.00 0.00 X 0 0 0 GEOFF GREEN CHAIR 2.00 0.00 X 0 0 0 KRIS SINCLAIR SECRETARY 2.00 0.00 X 0 0 0 DEBORAH CONNORS COO-SUBSIDIARY 0.00 40.00 X 0 185600 21175 JAN MASAOKA CAL NONPROFITS CEO 40.00 0.00 X 150000 0 18479 SARA MATTSON SUBSIDIARY SENIOR VICE PRESIDENT OF SALES 0.00 40.00 X 0 298056 14866 MEREDITH J CLARK RETIRED PRESIDENT-SUBSIDIARY 0.00 40.00 X 0 323880 9628 150000 930903 83451 1 1 1 0 0 445966 166000 611966 CONFERENCE & WORKSHOPS 900099 71715 71715 PRODUCTS/SERVICES 900099 22154 22154 HONORARIUM & CONSULTIN 900099 10850 10850 104719 2512 2512 EARNINGS-WHOLLY OWNED 900099 221099 221099 MISCELLANEOUS 900099 2367 2367 223466 942663 104719 0 225978 150000 132950 15700 1350 634780 509760 124938 82 48499 35371 12974 154 39096 31364 7622 110 69511 59324 10100 87 46051 35645 10288 118 83557 73998 9559 OTHER EXPENSES 38287 28594 9617 76 BUSINESS EXPENSES 251 251 1110032 907006 201049 1977 20110 146520 816081 573046 100000 0 4521 6158 14016 16774 9961 9961 0 0 80839 2974987 2952583 3929715 3775920 41662 49208 0 190 41662 49398 X 3604663 3606494 283390 120028 3888053 3726522 3929715 3775920 -167369 5838 0 X X 0 1 X 1 0 X 868877 589768 650782 904609 611966 3626002 63631 78196 117989 98122 104719 462657 350498 380327 433677 492451 223466 1880419 1283006 1048291 1202448 1495182 940151 5969078 0 0 0 5969078 21011 1750 41336 21970 2512 88579 21011 1750 41336 21970 2512 88579 1304017 1050041 1243784 1517152 942663 6057657 0.98540 0.90760 0.01460 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7415 48189 55604 1054428 1110032 186003 46501 0 0 182289 174375 180280 186003 722947 1084421 3742 7676 49878 55604 116900 45572 43594 45070 46501 180737 271106 136 523 1992 7415 10066 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. 9961 9961 0 0 DIVIDENDS RECEIVABLE FROM WHOLLY OWNED SUBSIDIARY 264650 INVESTMENT IN WHOLLY-OWNED SUBSIDIARY 2687933 2952583 X 948501 5838 5838 942663 0 942663 1110032 0 1110032 0 1110032 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, 2016, 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 DEBORAH CONNORS COO-SUBSIDIARY 0 185600 0 0 0 0 0 6513 0 14662 0 206775 0 0 JAN MASAOKA CAL NONPROFITS CEO 150000 0 0 0 0 0 4500 0 13979 0 168479 0 0 0 SARA MATTSON SUBSIDIARY SENIOR VICE PRESIDENT OF 0 298056 0 0 0 0 0 5077 0 9789 0 312922 0 0 MEREDITH J CLARK RETIRED PRESIDENT-SUBSIDIARY 0 323880 0 0 0 0 0 2667 0 6961 0 333508 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 221100 4963686 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 8925 CASH NAC INSURANCE ADMIN CORP O 79374 CASH NAC INSURANCE ADMIN CORP S 264650 CASH