Civic Intelligence

California Nurses Association Benefit Trust

990 • Fiscal year 2017 • EIN 94-3155322

Apr 01, 2016 to Mar 31, 2017 • Filed on Feb 03, 2018

Organization ProfileN/A

View Organization Page

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

67th percentile

0.07x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.05x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

29th percentile

-3.2%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

30th percentile

-2.9%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

24%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$2,669,562

Down $79,934 (-2.9%) from 2016

Net Assets

Down

$2,481,799

Down $128,556 (-4.9%) from 2016

Liabilities

Up

$187,763

Up $48,622 (+35%) from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin29th percentile

Revenue

Up

$4,069,526

Up $783,798 (+24%) from 2016

Expenses

Up

$4,198,082

Up $1,146,002 (+38%) from 2016

Net Income

Down

-$128,556

Down $362,204 (-155%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2017

Assets$2,669,562
Liabilities$187,763
Net Assets$2,481,799
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

2017

Revenue$4,069,526
Expenses$4,198,082
Net Income-$128,556
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Feb 3, 2018
Return Version
2016v3.0
Gross Receipts
$4,069,526
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$2,610,355$2,481,799▼ $128,556
Cash and Non-Interest-Bearing Accounts$2,070,886$1,877,187▼ $193,699
Savings and Temporary Cash Investments$412,684$412,741▲ $57
Prepaid Expenses and Deferred Charges$82,459$234,281▲ $151,822
Accounts Receivable$183,467$145,353▼ $38,114
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,749,496$2,669,562▼ $79,934
Liabilities
Other Liabilities$83,189$102,549▲ $19,360
Deferred Revenue$52,206$68,512▲ $16,306
Accounts Payable and Accrued Expenses$3,746$16,702▲ $12,956
Total Liabilities$139,141$187,763▲ $48,622
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,610,355$2,481,799▼ $128,556
Total Liabilities and Net Assets / Fund Balance$2,749,496$2,669,562▼ $79,934
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

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

Board Members and Trustees

NameTitle
Deborah Anne Burger RnTrustee
Michelle GrisatTrustee
Zachary GoldmanTrustee
Zenaida CortezTrustee
Karen ChanTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services & Benefit AdministratorsAdministration4160 DUBLIN BLVD SUITE 400, Dublin, CA 94568$234,424
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,069,470
Investment Income
$56
Other Revenue
$0
Change in Net Assets
$-128,556

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,069,526
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,069,526
Total Revenue per Form 990
$4,069,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$333,311
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---$3,864,771
Fees for Services Management---$200,636
Office Expenses---$98,135
Fees for Services Accounting---$24,375
Insurance---$5,408
Information Technology---$4,195
Conferences and Meetings---$293
Other Expenses---$269
Total Functional Expenses$0$0$0$4,198,082

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,198,082
Expenses per Audited Statements$4,178,722
Total Expenses per Audited Statements$4,178,722
Expenses Not Reported on Financial Statements$19,360
Other Expense Adjustments$19,360
Expenses Not Reported on Form 990$0
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$102,549
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 11B

“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.”

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
2018-02-03
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, 2017, 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 2014.”

Raw XML Appendix356 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAID BY RELATED ORGANIZATION
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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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, 2017, 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 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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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/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 XII, LINE 2C:
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, 2017, 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, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02749496
IRS990/TotalAssetsEOYAmt02669562
IRS990/TotalAssetsGrp/BOYAmt02749496
IRS990/TotalAssetsGrp/EOYAmt02669562
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04198082
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0139141
IRS990/TotalLiabilitiesEOYAmt0187763
IRS990/TotalLiabilitiesGrp/BOYAmt0139141
IRS990/TotalLiabilitiesGrp/EOYAmt0187763
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02610355
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02481799
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04069470
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt056
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04069470
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04069526
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02749496
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02669562
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH BURGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09258337300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06DD8E3D40C39F05221E97E07BD1CB8F36D910CAE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF0F784E429982BC93A0FAF5EDF9664BBECC31B5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.7.226.66
ReturnHeader/FilingSecurityInformation/IPDt02018-02-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:14:21
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/ReturnTs02018-02-03T11:14:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,669,562
Liabilities
$187,763
Net assets
$2,481,799
Revenue
$4,069,526
Expenses
$4,198,082
Net income
-$128,556
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
2017Detailed filing. Detailed filing data is available for this year.$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