Civic Intelligence

California Nurses Association Benefit Trust

EIN 94-3155322 • 501(c)9 • Dublin, CA

Profile

Provide disability, long-term care, life and ad&d benefits to members and other qualified participants.

4160 Dublin Blvd 100Dublin, CA 94568

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.07x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.07x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

3.6%

Higher net margin than 52% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

-7.8%

Faster asset growth than 31% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-9.0%

Faster revenue growth than 25% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,644,922

Down $307,209 (-7.8%) from 2023

Liabilities

Up

$241,086

Up $138,126 (+134%) from 2023

Net Assets

Down

$3,403,836

Down $445,335 (-12%) from 2023

Revenue

Down

$3,466,825

Down $344,660 (-9.0%) from 2023

Expenses

Down

$3,340,373

Down $159,069 (-4.5%) from 2023

Net Income

Down

$126,452

Down $185,591 (-59%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $1,110,828Liabilities 2011: $20,270Net Assets 2011: $1,090,5582011Assets 2012: $1,536,042Liabilities 2012: $191,048Net Assets 2012: $1,344,9942012Assets 2013: $1,872,617Liabilities 2013: $211,992Net Assets 2013: $1,660,6252013Assets 2014: $2,225,534Liabilities 2014: $168,344Net Assets 2014: $2,057,1902014Assets 2015: $2,539,363Liabilities 2015: $162,656Net Assets 2015: $2,376,7072015Assets 2016: $2,749,496Liabilities 2016: $139,141Net Assets 2016: $2,610,3552016Assets 2017: $2,669,562Liabilities 2017: $187,763Net Assets 2017: $2,481,7992017Assets 2018: $2,656,488Liabilities 2018: $224,200Net Assets 2018: $2,432,2882018Assets 2019: $2,888,827Liabilities 2019: $241,973Net Assets 2019: $2,646,8542019Assets 2020: $3,476,600Liabilities 2020: $340,410Net Assets 2020: $3,136,1902020Assets 2021: $3,743,979Liabilities 2021: $244,427Net Assets 2021: $3,499,5522021Assets 2022: $4,202,471Liabilities 2022: $507,575Net Assets 2022: $3,694,8962022Assets 2023: $3,952,131Liabilities 2023: $102,960Net Assets 2023: $3,849,1712023Assets 2024: $3,644,922Liabilities 2024: $241,086Net Assets 2024: $3,403,8362024

Highlighted filing

2024

Assets$3,644,922
Liabilities$241,086
Net Assets$3,403,836

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,322,681Expenses 2011: $4,090,365Net Income 2011: $232,3162011Revenue 2012: $4,442,594Expenses 2012: $4,188,158Net Income 2012: $254,4362012Revenue 2013: $4,281,275Expenses 2013: $3,965,644Net Income 2013: $315,6312013Revenue 2014: $4,056,017Expenses 2014: $3,659,452Net Income 2014: $396,5652014Revenue 2015: $3,626,012Expenses 2015: $3,306,495Net Income 2015: $319,5172015Revenue 2016: $3,285,728Expenses 2016: $3,052,080Net Income 2016: $233,6482016Revenue 2017: $4,069,526Expenses 2017: $4,198,082Net Income 2017: -$128,5562017Revenue 2018: $4,035,654Expenses 2018: $4,085,165Net Income 2018: -$49,5112018Revenue 2019: $4,193,568Expenses 2019: $3,979,002Net Income 2019: $214,5662019Revenue 2020: $4,028,786Expenses 2020: $3,689,931Net Income 2020: $338,8552020Revenue 2021: $3,793,202Expenses 2021: $3,429,840Net Income 2021: $363,3622021Revenue 2022: $3,877,952Expenses 2022: $3,515,012Net Income 2022: $362,9402022Revenue 2023: $3,811,485Expenses 2023: $3,499,442Net Income 2023: $312,0432023Revenue 2024: $3,466,825Expenses 2024: $3,340,373Net Income 2024: $126,4522024

Highlighted filing

2024

Revenue$3,466,825
Expenses$3,340,373
Net Income$126,452

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.64$0.24$3.40$3.47$3.34$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.10$3.85$3.81$3.50$0.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$0.51$3.69$3.88$3.52$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.24$3.50$3.79$3.43$0.36
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.34$3.14$4.03$3.69$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.24$2.65$4.19$3.98$0.21
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.22$2.43$4.04$4.09$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.19$2.48$4.07$4.20$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.14$2.61$3.29$3.05$0.23
2015Detailed filing. Detailed filing data is available for this year.$2.54$0.16$2.38$3.63$3.31$0.32
2014Summary only. Only limited summary data is available for this year.$2.23$0.17$2.06$4.06$3.66$0.40
2013Summary only. Only limited summary data is available for this year.$1.87$0.21$1.66$4.28$3.97$0.32
2012Summary only. Only limited summary data is available for this year.$1.54$0.19$1.34$4.44$4.19$0.25
2011Summary only. Only limited summary data is available for this year.$1.11$0.02$1.09$4.32$4.09$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Feb 16, 2026
Return Version
2023v6.0
Gross Receipts
$3,466,825
Mission and Program Overview

Mission

Provide disability, long-term care, life, ad&d and critical illness benefits to members and qualified participants

Provide disability, long-term care, life, ad&d and critical illness benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,849,171$3,403,836▼ $445,335
Investments in Publicly Traded Securities-$2,781,724-
Accounts Receivable$397,250$396,418▼ $832
Cash and Non-Interest-Bearing Accounts$3,058,734$390,377▼ $2,668,357
Prepaid Expenses and Deferred Charges$98,878$4,068▼ $94,810
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,952,131$3,644,922▼ $307,209
Other Assets Total$397,269$72,335▼ $324,934
Liabilities
Other Liabilities$0$217,615▲ $217,615
Deferred Revenue$23,979--
Accounts Payable and Accrued Expenses$78,981$23,471▼ $55,510
Total Liabilities$102,960$241,086▲ $138,126
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,849,171$3,403,836▼ $445,335
Total Liabilities and Net Assets / Fund Balance$3,952,131$3,644,922▼ $307,209
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services & Benefit AdministratorsAdministrator4160 DUBLIN BLVD STE 100, Dublin, CA 94568$252,014
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,384,922
Investment Income
$81,903
Other Revenue
$0
Change in Net Assets
$126,452

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,452,858
Revenue Not Reported on Financial Statements
$13,967
Revenue Not Reported on Form 990
$82,580
Total Revenue per Audited Statements
$3,535,438
Total Revenue per Form 990
$3,466,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$305,661
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,034,712--$3,034,712
Fees for Services Management$252,014--$252,014
Fees for Service Investment Mgmnt Fees$13,967--$13,967
Fees for Services Accounting$12,000--$12,000
Office Expenses$6,869--$6,869
Insurance$6,781--$6,781
Other Expenses$6,680--$6,680
Total Functional Expenses$3,340,373$0$0$3,340,373

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,365,888
Total Expenses per Audited Statements$3,365,888
Total Expenses per Form 990$3,340,373
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-25,515
Other Expense Adjustments$-39,482
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refunds Due to Participants$217,615
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

The Trustees have contracted with a third party administrator to perform the everyday administration of the fund.

Form 990, Part VI, Section A, line 8B

There are no committees with authority to act on behalf of the governing body.

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

A copy of Form 990 was presented to the trustees for review and signatures.

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

Trustees are required to notify the plan of any changes in their interests that could give rise to conflicts.

Form 990, Part VI, Section C, line 19

The organization makes its governing document, conflict of interest policy, and financial statements available to the public upon request, and via the Department of Labor website.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Catherine kennedy - 155 grand ave 2nd floor, oakland, ca 94612. Mathew boyer - 155 grand ave 2nd floor, oakland, ca 94612. Michelle grisat - 155 grand ave 2nd floor, oakland, ca 94612. Diane mcclure - 155 grand ave 2nd floor, oakland, ca 94612. Wendy larkin - 155 grand ave 2nd floor, oakland, ca 94612.

Filing and Contact Details

Filer

Filer Name
California Nurses Association Benefit
EIN
94-3155322
Phone
9258337300
Address
4160 DUBLIN BLVD 100, DUBLIN, CA 94568

Signing Officer

Name
Michelle Grisat
Title
Trustee
Phone
9258337300
Signed
2026-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Grisat
Formed
1992
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Henningfield & Associates Inc
Address
28296 Constellation Road, Valencia, CA 91355
Preparer
Randy D Henningfield
Phone
6612953363
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

Prior year audit was incomplete at the time of filing the March 31, 2023 filing. Subsequently, the audit has been completed.

Financial Statement Notes

Part XII, Line 4B - Other Adjustments:

Change in premiums receivable -39,482.

Raw XML Appendix365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt078981
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023471
IRS990/AccountsReceivableGrp/BOYAmt0397250
IRS990/AccountsReceivableGrp/EOYAmt0396418
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE DISABILITY, LONG-TERM CARE, LIFE, AD&D AND CRITICAL ILLNESS BENEFITS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt03034712
IRS990/BenefitsToMembersGrp/TotalAmt03034712
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HEALTH SERVICES & BENEFIT ADMINISTRATION
IRS990/BooksInCareOfDetail/PhoneNum09258337300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04160 DUBLIN BLVD SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0DUBLIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094568
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03058734
IRS990/CashNonInterestBearingGrp/EOYAmt0390377
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0252014
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt04160 DUBLIN BLVD STE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DUBLIN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094568
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0HEALTH SERVICES & BENEFIT ADMINISTRATORS
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt03034712
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt081903
IRS990/CYOtherExpensesAmt0305661
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03384922
IRS990/CYRevenuesLessExpensesAmt0126452
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03340373
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03466825
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt023979
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDED BENEFITS TO ACTIVE NURSES REPRESENTED BY THE CALIFORNIA NURSE ASSOCIATION WHO ARE REGULARLY SCHEDULED TO WORK AT LEAST 20 HOURS PER WEEK AND TO THE EMPLOYEES OF THE CALIFORNIA NURSES ASSOCIATION WHO ARE ELIGIBLE TO PARTICIPATE.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt03340373
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt012000
IRS990/FeesForServicesAccountingGrp/TotalAmt012000
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0252014
IRS990/FeesForServicesManagementGrp/TotalAmt0252014
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt013967
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013967
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0CATHERINE KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm1MATHEW BOYER
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHELLE GRISAT
IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE MCCLURE
IRS990/Form990PartVIISectionAGrp/PersonNm4WENDY LARKIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03466825
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt06781
IRS990/InsuranceGrp/TotalAmt06781
IRS990/InvestmentIncomeGrp/ExclusionAmt081903
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt081903
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02781724
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE DISABILITY, LONG-TERM CARE, LIFE, AD&D AND CRITICAL ILLNESS BENEFITS TO MEMBERS AND QUALIFIED PARTICIPANTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03849171
IRS990/NetAssetsOrFundBalancesEOYAmt03403836
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt082580
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt06869
IRS990/OfficeExpensesGrp/TotalAmt06869
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0397269
IRS990/OtherAssetsTotalGrp/EOYAmt072335
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1ENROLLMENT EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt07350
IRS990/OtherExpensesGrp/ProgramServicesAmt16680
IRS990/OtherExpensesGrp/TotalAmt07350
IRS990/OtherExpensesGrp/TotalAmt16680
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0217615
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt098878
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04068
IRS990/PrincipalOfficerNm0MICHELLE GRISAT
IRS990/PriorPeriodAdjustmentsAmt0-654367
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03285839
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt199083
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03285839
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt199083
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03130943
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt052683
IRS990/PYOtherExpensesAmt0368499
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03758802
IRS990/PYRevenuesLessExpensesAmt0312043
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03499442
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03811485
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0126452
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03849171
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03403836
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-25515
IRS990ScheduleD/ExpensesSubtotalAmt03365888
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013967
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013967
IRS990ScheduleD/NetUnrealizedGainsInvstAmt082580
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-39482
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0217615
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDS DUE TO PARTICIPANTS
IRS990ScheduleD/RevenueNotReportedAmt082580
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013967
IRS990ScheduleD/RevenueSubtotalAmt03452858
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN PREMIUMS RECEIVABLE -39,482.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03340373
IRS990ScheduleD/TotalLiabilityAmt0217615
IRS990ScheduleD/TotalRevenuePerForm990Amt03466825
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03535438
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03365888
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustees have contracted with a third party administrator to perform the everyday administration of the fund.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of Form 990 was presented to the trustees for review and signatures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Trustees are required to notify the plan of any changes in their interests that could give rise to conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization makes its governing document, conflict of interest policy, and financial statements available to the public upon request, and via the Department of Labor website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CATHERINE KENNEDY - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. MATHEW BOYER - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. MICHELLE GRISAT - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. DIANE MCCLURE - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. WENDY LARKIN - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prior year audit was incomplete at the time of filing the March 31, 2023 filing. Subsequently, the audit has been completed.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0940362060
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CALIFORNIA NURSES ASSOCIATIONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0155 GRAND AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0OAKLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd094612
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03952131
IRS990/TotalAssetsEOYAmt03644922
IRS990/TotalAssetsGrp/BOYAmt03952131
IRS990/TotalAssetsGrp/EOYAmt03644922
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03340373
IRS990/TotalFunctionalExpensesGrp/TotalAmt03340373
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0102960
IRS990/TotalLiabilitiesEOYAmt0241086
IRS990/TotalLiabilitiesGrp/BOYAmt0102960
IRS990/TotalLiabilitiesGrp/EOYAmt0241086
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03849171
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03403836
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03340373
IRS990/TotalProgramServiceRevenueAmt03384922
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt081903
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03384922
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03466825
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03952131
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03644922
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt0155 GRAND AVENUE
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094612
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE GRISAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09258337300
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA NURSES ASSOCIATION BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0943155322
ReturnHeader/Filer/PhoneNum09258337300
ReturnHeader/Filer/USAddress/AddressLine1Txt04160 DUBLIN BLVD 100
ReturnHeader/Filer/USAddress/CityNm0DUBLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094568
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542189926
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Henningfield & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028296 Constellation Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Valencia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06612953363
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY D HENNINGFIELD
ReturnHeader/ReturnTs02026-02-17T17:47:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.