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Nonprofiteer
← CALIFORNIA NURSES ASSOCIATION BENEFIT TR

Form 990 for tax year 2023

Filed by CALIFORNIA NURSES ASSOCIATION BENEFIT TR.

Totals

Total revenue
$3,466,825
Total expenses
$3,340,373
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,384,922
Investment income
$81,903
Other revenue
$0
Total assets, end of year
$3,644,922
Total liabilities, end of year
$241,086
Net assets or fund balances, end of year
$3,403,836
Program services expenses (Part IX)
$3,340,373
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$3,340,373

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PARTICIPANT CONTRIBUTI

    total $3,285,839 · related or exempt $3,285,839

  • 2b · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $99,083 · related or exempt $99,083

  • 3 · Investment income

    total $81,903 · excluded $81,903

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,034,712 · program services $3,034,712

  • 11a · Fees: management

    total $252,014 · program services $252,014

  • 11c · Fees: accounting

    total $12,000 · program services $12,000

  • 11f · Fees: investment management

    total $13,967 · program services $13,967

  • 13 · Office expenses

    total $6,869 · program services $6,869

  • 23 · Insurance

    total $6,781 · program services $6,781

  • 24a · Other expenses: BANK CHARGES

    total $7,350 · program services $7,350

  • 24b · Other expenses: ENROLLMENT EXPENSE

    total $6,680 · program services $6,680

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,058,734 · end of year $390,377

  • 4 · Accounts receivable

    beginning of year $397,250 · end of year $396,418

  • 9 · Prepaid expenses and deferred charges

    beginning of year $98,878 · end of year $4,068

  • 11 · Investments: publicly traded securities

    end of year $2,781,724

  • 15 · Other assets

    beginning of year $397,269 · end of year $72,335

  • 17 · Accounts payable and accrued expenses

    beginning of year $78,981 · end of year $23,471

  • 19 · Deferred revenue

    beginning of year $23,979

  • 25 · Other liabilities

    beginning of year $0 · end of year $217,615

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,849,171 · end of year $3,403,836

Mission and programs · 2023

Mission

PROVIDE DISABILITY, LONG-TERM CARE, LIFE, AD&D AND CRITICAL ILLNESS BENEFITS TO MEMBERS AND QUALIFIED PARTICIPANTS

Activities or mission (Part I)

PROVIDE DISABILITY, LONG-TERM CARE, LIFE, AD&D AND CRITICAL ILLNESS BENEFITS.

  • PROVIDED 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.

    Expenses $3,340,373

As filed on the 2023 return.

Listed in Part VII

  • Catherine Kennedy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Mathew Boyer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Michelle Grisat

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Diane McClure

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Wendy Larkin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
16 February 2026
IRS schema version
2023v6.0
Source object
202640489349300544

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