Civic Intelligence

California Nurses Association Benefit Trust

990 • Fiscal year 2016 • EIN 94-3155322

Apr 01, 2015 to Mar 31, 2016 • Filed on Jan 24, 2017

4160 Dublin Boulevard No 400Dublin, CA 94568-7756

(925) 833-7300

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.05x

Higher debt load relative to assets than 62% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.04x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

62nd percentile

7.1%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

53rd percentile

$1

Higher top officer pay than 53% of similar nonprofits.

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

64th percentile

8.3%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-9.4%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,749,496

Up $210,133 (+8.3%) from 2015

Net Assets

Up

$2,610,355

Up $233,648 (+9.8%) from 2015

Liabilities

Down

$139,141

Down $23,515 (-14%) from 2015

Revenue

Down

$3,285,728

Down $340,284 (-9.4%) from 2015

Expenses

Down

$3,052,080

Down $254,415 (-7.7%) from 2015

Net Income

Down

$233,648

Down $85,869 (-27%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$2,749,496
Liabilities$139,141
Net Assets$2,610,355

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$3,285,728
Expenses$3,052,080
Net Income$233,648
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jan 24, 2017
Return Version
2015v3.0
Gross Receipts
$3,285,728
Mission and Program Overview

Mission

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

Provided disability, long-term care, life and ad&d benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,376,707$2,610,355▲ $233,648
Cash and Non-Interest-Bearing Accounts$1,715,597$2,070,886▲ $355,289
Savings and Temporary Cash Investments$412,641$412,684▲ $43
Accounts Receivable$293,001$183,467▼ $109,534
Prepaid Expenses and Deferred Charges$118,124$82,459▼ $35,665
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,539,363$2,749,496▲ $210,133
Liabilities
Other Liabilities$97,100$83,189▼ $13,911
Deferred Revenue$37,603$52,206▲ $14,603
Accounts Payable and Accrued Expenses$27,953$3,746▼ $24,207
Total Liabilities$162,656$139,141▼ $23,515
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,376,707$2,610,355▲ $233,648
Total Liabilities and Net Assets / Fund Balance$2,539,363$2,749,496▲ $210,133
Compensation and Service Providers

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organization$1$1

Board Members and Trustees

NameTitle
Deborah Anne Burger RnTrustee
Karen ChanTrustee
Michelle GrisatTrustee
Zenei CortezTrustee
Joe LindsayTrustee - Past
Kay Mcvay RnTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services & Benefit AdministratorsAdministration4160 DUBLIN BLVD SUITE 400, Dublin, CA 94568$184,791
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,285,685
Investment Income
$43
Other Revenue
$0
Change in Net Assets
$233,648

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,285,728
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,285,728
Total Revenue per Form 990
$3,285,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$239,467
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---$2,812,613
Fees for Services Management---$177,654
Office Expenses---$31,520
Fees for Services Accounting---$21,083
Insurance---$5,370
Conferences and Meetings---$2,258
Information Technology---$1,582
Total Functional Expenses$0$0$0$3,052,080

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,065,991
Total Expenses per Audited Statements$3,065,991
Total Expenses per Form 990$3,052,080
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-13,911
Other Expense Adjustments$-13,911
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
Premiums Payable$83,189
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 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 plan has contracted with health services & benefit administrators, inc. To provide administrative services for the organization.

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 11

Form 990 is provided to the board of trustees for their review before filing with the irs.

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

At least once a year, trustees and administrators and consultants who are subject to the conflict-of-interest policy will be asked to disclose in writing any relationship or interests that could give rise to a conflict. Should any individual covered by the policy determine or suspect that he or she possesses an actual or potential conflict of interest, such individual must disclose the existence of the potential conflict and all relevant facts. The board of trustees will review the information to determine if a conflict exists and whether the contemplated transaction may be authorized.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict-of-interest policy and financial statements available upon request.

Form 990, Part VII, Section A, Line 1A

Trustees are not compensated by the organization. Compensation paid to trustees employed by the related organization is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third-party administrator, health services & benefit administrators.

Filing and Contact Details

Filer

Filer Name
California Nurses Association
EIN
94-3155322
Phone
9258337300
Address
4160 DUBLIN BOULEVARD NO 400, DUBLIN, CA 94568-7756

Signing Officer

Name
Deborah Burger
Title
Trustee
Phone
9258337300
Signed
2017-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Burger
Formed
1992
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Jessica R Roster
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The board of trustees assumes responsibility for the oversight of the audit of its financial statements and selection of an independent auditor. This process has not changed.

Financial Statement Notes

PART X, LINE 2:

The plan's administrator has analyzed the tax positions taken by the plan and has concluded that as of march 31, 2016, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan's administrator believes it is no longer subject to income tax examinations for the fiscal years prior to 2013.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Change in benefit obligations

Raw XML Appendix358 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF MARCH 31, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03052080
IRS990ScheduleD/TotalLiabilityAmt083189
IRS990ScheduleD/TotalRevenuePerForm990Amt03285728
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03285728
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03065991
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS CONTRACTED WITH HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT LEAST ONCE A YEAR, TRUSTEES AND ADMINISTRATORS AND CONSULTANTS WHO ARE SUBJECT TO THE CONFLICT-OF-INTEREST POLICY WILL BE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIP OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. SHOULD ANY INDIVIDUAL COVERED BY THE POLICY DETERMINE OR SUSPECT THAT HE OR SHE POSSESSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, SUCH INDIVIDUAL MUST DISCLOSE THE EXISTENCE OF THE POTENTIAL CONFLICT AND ALL RELEVANT FACTS. THE BOARD OF TRUSTEES WILL REVIEW THE INFORMATION TO DETERMINE IF A CONFLICT EXISTS AND WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUSTEES ARE NOT COMPENSATED BY THE ORGANIZATION. COMPENSATION PAID TO TRUSTEES EMPLOYED BY THE RELATED ORGANIZATION IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, HEALTH SERVICES & BENEFIT ADMINISTRATORS.
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 11
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 XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION A, LINE 1A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CALIFORNIA NURSES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940362060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0155 GRAND AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/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/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A MULTIEMPLOYER TRUST THAT PROVIDES BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF MARCH 31, 2016, THERE ARE APPROXIMATELY 3 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. CALIFORNIA NURSES ASSOCIATION DAMERON COUNTY OF SACRAMENTO
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATIN OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02539363
IRS990/TotalAssetsEOYAmt02749496
IRS990/TotalAssetsGrp/BOYAmt02539363
IRS990/TotalAssetsGrp/EOYAmt02749496
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03052080
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0162656
IRS990/TotalLiabilitiesEOYAmt0139141
IRS990/TotalLiabilitiesGrp/BOYAmt0162656
IRS990/TotalLiabilitiesGrp/EOYAmt0139141
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02376707
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02610355
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03285685
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt043
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03285685
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03285728
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02539363
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02749496
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0155 GRAND AVENUE
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094612
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH BURGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09258337300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA NURSES ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0943155322
ReturnHeader/Filer/PhoneNum09258337300
ReturnHeader/Filer/USAddress/AddressLine1Txt04160 DUBLIN BOULEVARD NO 400
ReturnHeader/Filer/USAddress/CityNm0DUBLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0945687756
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA R ROSTER
ReturnHeader/ReturnTs02017-01-24T11:25:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2016Detailed filing. Detailed filing data is available for this year.$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