Civic Intelligence

Massachusetts Nurses Association

990 • Fiscal year 2022 • EIN 04-1591164

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 27, 2023

340 Turnpike StreetCanton, MA 02021

(781) 821-4625

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.23x

Higher debt load relative to assets than 48% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

20th percentile

0.15x

Higher debt load relative to revenue than 20% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2022

Net Margin

15th percentile

-7.3%

Higher net margin than 15% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

26th percentile

$254,866

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2022

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-3.6%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$13,293,781

Down $2,047,941 (-13%) from 2021

Net Assets

Down

$10,172,630

Down $2,117,481 (-17%) from 2021

Liabilities

Up

$3,121,151

Up $69,540 (+2.3%) from 2021

Revenue

Down

$20,859,119

Down $774,132 (-3.6%) from 2021

Expenses

Up

$22,386,448

Up $1,351,356 (+6.4%) from 2021

Net Income

Down

-$1,527,329

Down $2,125,488 (-355%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $9,501,290Liabilities 2010: $1,969,476Net Assets 2010: $7,531,8142010Assets 2011: $9,390,063Liabilities 2011: $1,937,754Net Assets 2011: $7,452,3092011Assets 2012: $8,444,106Liabilities 2012: $1,629,317Net Assets 2012: $6,814,7892012Assets 2013: $8,947,236Liabilities 2013: $1,550,426Net Assets 2013: $7,396,8102013Assets 2014: $11,593,437Liabilities 2014: $4,074,482Net Assets 2014: $7,518,9552014Assets 2015: $10,024,447Liabilities 2015: $2,379,678Net Assets 2015: $7,644,7692015Assets 2016: $10,413,448Liabilities 2016: $2,298,001Net Assets 2016: $8,115,4472016Assets 2017: $13,801,447Liabilities 2017: $2,122,234Net Assets 2017: $11,679,2132017Assets 2018: $14,898,361Liabilities 2018: $1,977,936Net Assets 2018: $12,920,4252018Assets 2019: $10,194,631Liabilities 2019: $2,056,174Net Assets 2019: $8,138,4572019Assets 2020: $13,889,684Liabilities 2020: $2,605,431Net Assets 2020: $11,284,2532020Assets 2021: $15,341,722Liabilities 2021: $3,051,611Net Assets 2021: $12,290,1112021Assets 2022: $13,293,781Liabilities 2022: $3,121,151Net Assets 2022: $10,172,6302022Assets 2023: $14,707,997Liabilities 2023: $2,792,992Net Assets 2023: $11,915,0052023Assets 2024: $15,278,514Liabilities 2024: $2,719,980Net Assets 2024: $12,558,5342024Assets 2025: $17,856,135Liabilities 2025: $3,207,804Net Assets 2025: $14,648,3312025

Highlighted filing

2022

Assets$13,293,781
Liabilities$3,121,151
Net Assets$10,172,630

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $17,335,0422010Revenue 2011: $18,575,193Expenses 2011: $18,908,735Net Income 2011: -$333,5422011Expenses 2012: $19,323,6862012Revenue 2013: $18,594,611Expenses 2013: $18,243,844Net Income 2013: $350,7672013Revenue 2014: $19,596,702Expenses 2014: $19,761,037Net Income 2014: -$164,3352014Revenue 2015: $19,596,055Expenses 2015: $19,297,451Net Income 2015: $298,6042015Revenue 2016: $20,085,670Expenses 2016: $19,465,256Net Income 2016: $620,4142016Revenue 2017: $20,749,469Expenses 2017: $17,268,085Net Income 2017: $3,481,3842017Revenue 2018: $21,631,265Expenses 2018: $20,381,022Net Income 2018: $1,250,2432018Revenue 2019: $21,781,365Expenses 2019: $26,453,779Net Income 2019: -$4,672,4142019Revenue 2020: $22,136,066Expenses 2020: $18,804,262Net Income 2020: $3,331,8042020Revenue 2021: $21,633,251Expenses 2021: $21,035,092Net Income 2021: $598,1592021Revenue 2022: $20,859,119Expenses 2022: $22,386,448Net Income 2022: -$1,527,3292022Revenue 2023: $20,985,793Expenses 2023: $19,318,989Net Income 2023: $1,666,8042023Revenue 2024: $21,546,709Expenses 2024: $21,070,298Net Income 2024: $476,4112024Revenue 2025: $24,018,772Expenses 2025: $22,050,143Net Income 2025: $1,968,6292025

Highlighted filing

2022

Revenue$20,859,119
Expenses$22,386,448
Net Income-$1,527,329
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 27, 2023
Return Version
2021v4.2
Gross Receipts
$21,595,282
Mission and Program Overview

Mission

The mission of the mna, the association for registered nurses, is to preserve the identity, integrity, and continuity of professional nursing in the commonwealth of mass.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$9,778,656$7,832,566▼ $1,946,090
Investments in Publicly Traded Securities$3,074,549$2,673,980▼ $400,569
Land, Buildings, and Equipment, Net$1,941,082$2,304,808▲ $363,726
Prepaid Expenses and Deferred Charges$498,178$440,807▼ $57,371
Accounts Receivable$13,980$19,448▲ $5,468
Total Assets$15,341,722$13,293,781▼ $2,047,941
Other Assets Total$35,277$22,172▼ $13,105
Liabilities
Accounts Payable and Accrued Expenses$1,533,584$1,595,026▲ $61,442
Other Liabilities$1,036,455$1,048,195▲ $11,740
Mortgage Notes Payable Secured by Investment Property$481,572$477,930▼ $3,642
Total Liabilities$3,051,611$3,121,151▲ $69,540
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,290,111$10,172,630▼ $2,117,481
Total Net Assets Fund Balance$12,290,111$10,172,630▼ $2,117,481
Total Liabilities and Net Assets / Fund Balance$15,341,722$13,293,781▼ $2,047,941

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,173,138$2,303,518$3,476,656
Buildings$764,569$2,357,776$3,122,345
Other Land Buildings$46,101$849,103$895,204
Land$321,000-$321,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie PinkhamExecutive DirectorFT$212,345$42,521$254,866
Eamon HoganAssociate DirectorFT$172,389$40,610$212,999
David SchildmeierDirector-public COMFT$168,292$41,309$209,601
Olaf HermansonDirector-strategic CampFT$158,384$41,337$199,721
Susannah HegartyAssociate DirectorFT$153,898$42,463$196,361
Theodore BurkeAssociate DirectorFT$155,381$40,354$195,735
Mary CrottyAssociate DirectorFT$151,149$36,417$187,566
John GordonAssociate DirectorFT$154,852$20,461$175,313
Shirley ThompsonDirector-operationsFT$154,260$19,870$174,130
Joe-ann FergusDirector-membershipFT$151,132$20,096$171,228
Roland GoffDirector-strategic CampFT$158,793$8,139$166,932
Katie MurphyPresidentPT$75,000-$75,000
Marie RitaccoVice President-$25,000-$25,000
Donna SternRegional Director-$2,000-$2,000
Patricia DuffyRegional Director-$1,461-$1,461
Daniel RecRegional Director-$1,248-$1,248
Joan BallantyneSecretary-$1,000-$1,000
Brian ZahnRegional Director-$1,000-$1,000
Catherine MysliwiecRegional Director-$1,000-$1,000
Gloria BardsleyLabor Program Member Seat-$1,000-$1,000
Kathy ReardonDirector at Large-$917-$917

Board Members and Trustees

NameTitle
Beth AmslerDirector at Large
Beth PiknickDirector at Large
Betty SparksDirector at Large
Constance GassettDirector at Large
Ellen FarleyDirector at Large
James MccarthyDirector at Large
Karen CoughlinDirector at Large
Lisa GossDirector at Large
Mary Havlicek CornacchiaDirector at Large
Robin LuciaDirector at Large
Susan Wright-thomasDirector at Large
Victoria PikeDirector at Large
Dominique MuldoonRegional Director
Elizabeth MulhollandRegional Director
Ellen MacinnisRegional Director
Jaime HyattRegional Director
Samantha Joseph-erskineRegional Director
Nora WattsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mcdonald Lamond & CanzoneriLegal Services352 TURNPIKE RD SUITE 310, Southborough, MA 01772$818,568
Revenue and Support

Revenue Composition

Contributions and Grants
$20,538,240
Program Service Revenue
$0
Investment Income
$252,735
Other Revenue
$68,144
All Other Contributions
$252,203
Change in Net Assets
$-1,527,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,440,455
Other Expenses$8,840,023
Grants and Similar Amounts Paid$105,970
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$8,633,675
Other Employee Benefits---$2,396,013
Current Officers, Directors, Trustees, and Key Employees---$1,112,831
Fees for Services Legal---$994,661
Payroll Taxes---$817,484
Occupancy---$561,281
Pension Plan Contributions---$480,452
Office Expenses---$430,581
Information Technology---$420,813
Fees for Services Other---$414,921
All Other Expenses---$282,419
Conferences and Meetings---$276,125
Depreciation Depletion---$263,509
Advertising---$215,160
Travel---$150,497
Insurance---$123,412
Other Expenses---$103,998
Fees for Services Accounting---$71,400
Grants to Domestic Orgs---$54,970
Grants to Domestic Individuals---$51,000
Fees for Service Investment Mgmnt Fees---$24,879
Interest---$18,020
Total Functional Expenses$0$0$0$22,386,448
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$1,048,195
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

During the fiscal year 2022, mna made the following changes to its by-laws. Article i, title, mission, purpose, and function section 3: the purpose of the mna, unrestricted by consideration of nationality, race, creed, religion, lifestyle, color, sex, gender, gender identity, disability, or age, shall be to: a. Work for the improvement and availability of health care services for all people. B. Foster high standards of nursing practice, education, research, and nursing administration. C. Promote the professional development of nurses. D. Advance the economic and general welfare of nurses. E. Act and speak for nurses in massachusetts. Article vi, standing committees section 2: composition a. The finance committee shall consist of five members of the board of directors, four of whom shall be from the collective bargaining unit positions, one of whom shall be the treasurer, who shall act as chair, and five mna members-at-large, three of whom shall be from the collective bargaining units. Members shall be appointed by the president with the approval of the board of directors. B. The committee on nominations and elections and the bylaws committee shall each consist of five members, who shall be elected by the membership, with representation from each region. C. A vacancy on any standing committee shall be filled by appointment by the board of directors within 60 days of the existence of the vacancy. Article vi, standing committees, section 5: responsibilities a. The bylaws committee shall: (1) recommend to the board of directors for adoption the policies, procedures and timeline for submission of proposed amendments to the bylaws. (2) receive or initiate proposed amendments to the bylaws of the mna from regional councils, the board of directors and structural units of the mna. (3) report its recommendations to the board of directors and the voting body at the annual business meeting and any special business meeting at which the membership will vote on any proposed bylaw amendment or amendments. (4) review all policies for congruency with existing bylaws. B. The nominations and elections committee shall: (1) publish a list of incumbent officers and members of the board of directors with their respective regions and a statement as to which are eligible for re-election. (2) establish and publicize the deadline for submission of nominations and consent-to-serve form. (3) actively solicit and receive nominations from all regional councils, congresses, standing committees and individual members in good standing. All nominations must be accompanied by a written consent-to-serve form. (4) prepare a list of candidates that shall be geographically representative of the state with one or more candidates for each office. (5) report to the membership and the board of directors the list of positions to be elected to each office, for which there are vacancies for which there are vacancies for which no consents to serve have been submitted. Included in the list shall be candidates for the officers, members of the board of directors, bylaws committee, and nominations and elections committee. (6) all submitted consents to serve will be posted on the mna website within twenty-four hours of receipt during normal business hours. (7) after the deadline for submission of nominations and consents to serve, prepare and present to the ballot to the mna board of directors and to the membership. Article xiv, meetings and voting body section 9: electronic meetings a. Participation in meetings of the annual business meeting, special business meetings, and meetings of the board of directors, standing committees, congresses, task forces, centers, and committees, and regional councils may be via telephone or other electronic means provided all members participating can hear and speak to each other simultaneously.

Form 990, Part VI, Section A, Line 6

The mna is directed and run by the membership with an elected board of directors and a grassroots organizational structure. With regional councils in five different regions of the state, members have an opportunity to become involved in the mna on local issues and concerns. The mna also provides members with an opportunity to influence nursing and other healthcare issues on a national level.

Form 990, Part VI, Section A, Line 7A

The members vote for their board of directors and make governing decisions at their annual convention.

Form 990, Part VI, Section A, Line 7B

The members vote for their board of directors and make governing decisions at their annual convention.

Form 990, Part VI, Section B, Line 11B

The board of directors has delegated the responsibility for reviewing, approving and signing the form 990 to the president. The form 990 is made available to any director upon request.

Form 990, Part VI, Section B, Line 12C

The massachusetts nurses association has a conflict of interest policy in place. Annually each board member is required to disclose if there are any conflicts. The board reviews the disclosures and takes whatever action is needed to resolve the conflict.

Form 990, Part VI, Section B, Line 15

The board of directors determines the compensation for their organization's president, directors and management. This process includes review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision.

Form 990, Part VI, Section C, Line 19

The organizational governing documents, financial statements and form 990 are available upon request to the general public.

Filing and Contact Details

Filer

Filer Name
Massachusetts Nurses Association
EIN
04-1591164
Phone
7818214625
Address
340 TURNPIKE STREET, CANTON, MA 02021

Signing Officer

Name
Katie Murphy
Title
President
Phone
7818214625
Signed
2023-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Murphy
Formed
1903
Legal Domicile
Ma
Voting Board Members
27
Independent Board Members
25
Employees
97
Volunteers
85

Preparer

Firm
Wolf & Company Pc
Address
255 STATE STREET, BOSTON, MA 02109
Preparer
Harry a Kalajian Jr CPA
Phone
6174399700
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

The mission of the mna, the association for registered nurses, is to preserve the identity, integrity, and continuity of professional nursing in the commonwealth of massachusetts. The purpose of the mna, unrestricted by consideration of nationality, race, creed, religion, lifestyle, color, sex, handicap, or age, shall be to: - work for the improvement and availability of health care services for all people. - foster high standards of nursing practice, education, research and nursing administration. - prpmote the professional development of nurses. - advance the economic and general welfare of nurses. - act and speak for registered nurses in massachusetts. The functions of the mna shall be to improve the profession by: - providing for quality in nursing practice by promoting the implementation of standards for nursing practice and standards for nursing services. - providing for quality in nursing education by promoting standards for nursing education (undergraduate, graduate, and continuing education) - promoting and providing for the professional, economic, and general welfare of nurses through the development and implementation of standards. - promoting and providing for the continuing education of nurses through the implementation of standards for continuing education in nursing. - informing both the nurse and society of the profession's expectations and requirements in ethical matters.

FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:

Division of nursing: during the past year, in addition to our continued attention toward ensuring the health and safety of our members as they continue to weather the repercussions of the covid pandemic. The division redoubled our efforts to adapt to the constraints of covid on in-person classes pivoting to offer our members the highest quality continuing education courses through virtual offerings. In addition to virtual offerings, the division increased the number of offerings available through our online hippotlian platform offering high-quality enduring educational programs that impact the health and safety needs of frontline nurses amidst the covid-19 global pandemic. Region & online programs fall 2021-spring 2022: the division resumed in-person offerings in the fall of 2021. Region and live virtual offerings included: fading memories: meeting the global care needs of persons living with the challenges of dementia, post-traumatic stress disorder: trauma and survival, the nurse's role in suicide prevention: shifting the perspective from despair to hope; when today is all you have; nursing and mental healthcare worker resiliency during the pandemic; the prevention, diagnosis, and treatment of lyme disease and tick-borne diseases; workers compensation in the existing healthcare environment; nursing management of the critically ill covid 19 patient: evolving best practices; responding to an unsafe patient assignment: legal, moral and practical implications; addressing substance use in the workplace; nursing considerations in the management of patients with antibiotic-resistant infections; nursing malpractice: your best defense is a good documentation offense; advanced cardiac life support the division adapted our services to meet the needs of our members while adapting to covid constraints. O 1,494 individuals participated in our live virtual and in-person programs. O 2,079 members in total participated in our online programs. O 31 online courses were made available to members through our hippotlian online service. Online courses examples include: migraine headache attacks: enhance nursing knowledge; leadership lessons learned: ten tips to self-actualization; parkinson's disease: a nursing perspective; whether or not: how the environment affects patient care and what you need to know; care of the patient with ptsd; total knee arthroplasty; total hip arthroplasty; racism and social injustice in nursing practice and healthcare; budding evidence for cannabis and its implications in perioperative and acute care setting, etc. The 15th annual clinical nursing conference was presented as a weeklong virtual event from may 2-6th. The first day was presented as a live virtual event with a focus on the impact and aftershock of the covid pandemic on healthcare providers and their families. In addition to the live virtual offering, 5 additional cne's were released on the hippotlian online portal. Career services: the division continues to serve as a resource for nurses and new grad transitioning in their roles or careers. The staff has responded to multiple requests throughout the year. Requests in order of priority were assisting st. Vincent nurses with resume writing and job searches; assisting nurses returning to practice; refresher courses; selection of a nursing program; assistance with resume development and career options; degree options; nursing scholarships and loan forgiveness. Consultation: the division staff work closely with every division and serve as resources on policy and clinical practice issues. The consultation role for practice issues is a formal/informal process in the division of nursing. The associate directors are assigned to teams but work together for complex issues. The covid-19 pandemic has resulted in all staff becoming actively involved in supporting frontline nurses in issues related to health and safety, personal protective equipment, staffing during and beyond the pandemic, and supporting the mental healt

FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:

Division of health & safety: the division of health & safety associate directors act as a resource, consultant, and educator for mna members, members of the nursing community, healthcare organizations and other staff on a wide variety of health & safety related topics. The division primarily focused on issues related to covid-19 that impacted nurses at the bedside. Due to the covid-19 outbreak planned programs were diverted and our focus changed to meet the immediate needs of the memberships' educational and other needs resulting from the global pandemic. The pandemic has contributed towards the current challenges and working conditions that workers encounter daily. For example, increase in workplace violence with reports of daily assaults on staff, staffing crisis and other health and safety issues. The division provided webinars and educational programs that meet the american nurses credentialling center's criteria within an online platform. We continued to address the culture of safety, work-related violence, hostile work environments, bullying, infectious diseases, workplace environmental exposures/hazards, indoor air quality, respiratory protection, workers' compensation, etc. O we have participated on the massachusetts governor's executive committee 511 to continue to bring osha safety regulations to the public sector and municipal workers. Associate directors from the division have collaborated with osha to discuss the problem of workplace violence. We have taken part in the ergonomic task force with dph for safe patient handling education. Mna is also involved with prevention initiatives dealing with sharps injuries among health care workers. Division of health & safety: o maintained up to date covid-19 information on the mna website and promoted self-help and support resources for members throughout the pandemic o provided expertise and guidance to the various unions regarding, "covid-19 & vaccine hesitancy" o published a white paper generated from the 6/15/2021 international covid-19 conference titled, "covid-19 lessons learned: a global perspective". O our "code gray" policy and plan for hospitals to customize preventing workplace violence continues to be requested and distributed to both member and non-member facilities o developed informational booklet for healthcare worker resiliency during the pandemic o ongoing work with the university of massachusetts boston's institutional review board that was approved in march 2021 to study, "examining occupational safety & health administration (osha) recordkeeping data to determine trends in worker injuries & illnesses related to covid-19", which will utilize various hospitals osha logs to collect necessary data. Workplace violence and prevention task force activities: o developed recommended language for bargaining unit contracts regarding workplace violence o updated the "actions you should take if assaulted at work" for online access and distribution to members o continue to collect data to identify and analyze trends which can lead to safer practice recommendations from the online workplace violence reporting form o a significant increase in assaults and severity continues for patients and staff o involved with initiating legal actions across the commonwealth with various district attorney offices o the task force assisted members who were assaulted by providing support and assisting with securing counseling for those who were having difficulty locating services during the pandemic workplace violence prevention bill: division of health & safety identified and selected mna members and other nurses to provide virtual testimony for a hearing in support of the workplace violence prevention bill. The mna division of health & safety continues to be a leader in education and legislative action involving workplace violence prevention. The role mna plays regarding the protection of healthcare workers is recognized both state-wide and nationally. The division of health & safety

FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS:

Division of labor action: i. Mass general brigham (formally partners) a. Dana farber cancer institute -merrimack valley the nurses organized and won a nlrb election. We have received our bargaining unit certification from the nlrb and issued the demand to bargain with an information request. B. Newton-wellesley hospital the committee reached a tentative agreement for a two-year contract c. Martha's vineyard hospital reached a tentative agreement for a two-year deal. D. Cooley dickinson hospital reached and ratified a tentative agreement that restructures the wage scale and provides some offset payments of those paying more for health insurance in 2022 than non-union staff. E. Cooley dickinson vna & hospital ratified a tentative agreement. F. Brigham & women's hospital reached a tentative agreement on april 18, 2022, for a 2-year deal. Ii. Public sector-unit 7/cambridge health alliance a. Unit 7 we reached a tentative agreement on august 24, 2021, that ratified last september b. Cambridge health alliance (cha) the three (3) mna committees reached a tentative agreement with cha on august 30, 2022. The agreement of one year. Iii. Cape cod healthcare a. The two (2) cape cod vna bargaining units completed and ratified a new single contract and also dovetailed seniority within cape cod vna. Iv. Umass a. Leominster conditions have not improved. Grievances on staffing have been won resulting in multiple monetary awards for members. Bargaining will begin in the upcoming year and a lack of trust will be one of the greatest barriers to a peaceful resolution. B. Burbank and clinton nurses settled new agreements with significant raises and were overwhelmingly ratified. C. Marlborough nurses bargained a new agreement which provided much needed raises. The committee was very happy to see a smooth process and the membership ratified a strong contract. D. Umass memorial & umass university landmark agreement which boosted wages nearly 20% by 2024. By the end of the contract nurses in worcester will be closer than ever to reaching parity with the standard set by our fellow members in boston. V. Southcoast a. St. Luke's hospital at the beginning of 2022 nurses at st. Luke's hospital finally have a contract!! After over a decade of attempting to build a union the nurses at st. Luke's hospital formed their union in the waning days of 2018, bargained a first contract in a pandemic, survived a national right to work funded decertification attempt, protested, picketed, called on the community and settled a strong first contract! B. Tobey hospital with two rounds of ratification votes the tobey nurses have a new wage scale and go to the table in 2023 with a renewed strength. C. St. Vincent's after the 301 day the strike ended with st. Vincent nurses walking in together, not all of them returning but no one left behind! A deal brokered by u.s. Secretary of labor marty walsh, maintained all the gains of the strike, and ensured every nurse would have the right to return. Inside the hospital, the national right to work foundation was waiting for them with a dastardly decertification attempt. Despite managements' best efforts to run a fraud election they could not overcome the unity of the st. Vincent nurses vi. Independents a. Atrius atrius members settled a strong contract ahead of the deadline they had set for themselves! Boston vna rns and hcps a. Health professionals at the boston vna have a contract! Bargaining for a first contract with the vna care system and their notorious union busting law firm jackson lewis was a trial, but the health professionals never faltered. They took to the streets in 2021 with a unanimous weeklong strike and held the line every day! Days apart, the rns and health professionals had separate agreements and at a joint ratification it was overwhelmingly approved by both units! Vii. Western mass a. Baystate franklin medical center bfmc nurses and our committee have had eight months of challenging negotiations. The new contract

FORM 990, PART XII, LINE 2C:

There was no change in the oversight process or selection process during the tax year.

FORM 990, PART XII, LINE 1 - ACCOUNTING METHOD:

The 990 is prepared on the same basis as the financial statements which are prepared on the modified cash basis of accounting. The consolidated financial statements of the association are presented on a modified cash basis, whereby the association's dues income is recognized when received rather than when earned. All other income is recorded when earned and expenses are recorded as incurred.

Financial Statement Notes

PART X, LINE 2:

The association is a tax exempt organization under section 501(c)(6) of the internal revenue code and is, therefore, exempt from federal and state income tax. The association is, however, subject to federal and state taxes on its unrelated business taxable income, if any. Accounting principles generally accepted in the united states of america require the association to evaluate tax positions taken, including the position that the association qualifies as a tax-exempt organization, and recognize a tax liability (or asset) if the association has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed the tax positions taken by the association, and has concluded that as of june 30, 2022, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The association believes it is no longer subject to examinations for years prior to june 30, 2019. The association's policy is to recognize any interest and penalties related to tax matters as an expense when incurred.

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IRS990/GoverningBodyVotingMembersCnt027
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt051000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt054970
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0912098
IRS990/GrossReceiptsAmt021595282
IRS990/GrossRentsGrp/RealAmt044448
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt051
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0420813
IRS990/InsuranceGrp/TotalAmt0123412
IRS990/InterestGrp/TotalAmt018020
IRS990/InvestmentIncomeGrp/ExclusionAmt076800
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076800
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03074549
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02673980
IRS990/IRPDocumentCnt0105
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05510397
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01941082
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02304808
IRS990/LandBldgEquipCostOrOtherBssAmt07815205
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0736163
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.9$3.21$14.6$24.0$22.1$1.97
2024Detailed filing. Detailed filing data is available for this year.$15.3$2.72$12.6$21.5$21.1$0.48
2023Detailed filing. Detailed filing data is available for this year.$14.7$2.79$11.9$21.0$19.3$1.67
2022Detailed filing. Detailed filing data is available for this year.$13.3$3.12$10.2$20.9$22.4$1.53
2021Detailed filing. Detailed filing data is available for this year.$15.3$3.05$12.3$21.6$21.0$0.60
2020Detailed filing. Detailed filing data is available for this year.$13.9$2.61$11.3$22.1$18.8$3.33
2019Detailed filing. Detailed filing data is available for this year.$10.2$2.06$8.14$21.8$26.5$4.67
2018Detailed filing. Detailed filing data is available for this year.$14.9$1.98$12.9$21.6$20.4$1.25
2017Detailed filing. Detailed filing data is available for this year.$13.8$2.12$11.7$20.7$17.3$3.48
2016Detailed filing. Detailed filing data is available for this year.$10.4$2.30$8.12$20.1$19.5$0.62
2015Detailed filing. Detailed filing data is available for this year.$10.0$2.38$7.64$19.6$19.3$0.30
2014Detailed filing. Detailed filing data is available for this year.$11.6$4.07$7.52$19.6$19.8$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.95$1.55$7.40$18.6$18.2$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.44$1.63$6.81$19.3
2011Summary only. Only limited summary data is available for this year.$9.39$1.94$7.45$18.6$18.9$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.50$1.97$7.53$17.3