Form 990 for tax year 2022
Filed by COALITION OF KAISER PERMANENTE UNIONS AFL-CIO.
Totals
- Total revenue
- $4,330,641
- Total expenses
- $4,304,808
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $4,315,710
- Investment income
- $1,818
- Other revenue
- $13,113
- Total assets, end of year
- $1,494,491
- Total liabilities, end of year
- $1,487,145
- Net assets or fund balances, end of year
- $7,346
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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: LABOR MANAGEMENT TRUST
total $4,257,096 · related or exempt $4,257,096
-
2b · Program service revenue: AFFILIATES
total $58,614 · related or exempt $58,614
-
3 · Investment income
total $1,818 · excluded $1,818
-
11a · Other revenue: MISCELLANEOUS INCOME
total $13,113 · related or exempt $13,113
-
11e · Other revenue, total
$13,113
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $209,889
-
7 · Other salaries and wages
total $1,995,261
-
8 · Pension plan contributions
total $466,057
-
9 · Other employee benefits
total $450,893
-
10 · Payroll taxes
total $169,599
-
11b · Fees: legal
total $56,921
-
11c · Fees: accounting
total $84,138
-
11g · Fees: other
total $127,255
-
13 · Office expenses
total $78,081
-
14 · Information technology
total $101,156
-
16 · Occupancy
total $159,152
-
17 · Travel
total $87,117
-
19 · Conferences, conventions and meetings
total $250,084
-
22 · Depreciation, depletion and amortization
total $10,219
-
23 · Insurance
total $18,012
-
24a · Other expenses: PUBL/SUBS/LICENSES & DU
total $22,239
-
24b · Other expenses: STAFF TRAINING AND DEVE
total $8,801
-
24c · Other expenses: NON PARTNERSHIP ACTIVIT
total $2,500
-
24e · All other expenses
total $7,434
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $941,911 · end of year $776,045
-
9 · Prepaid expenses and deferred charges
beginning of year $62,604 · end of year $43,211
-
10a · Land, buildings and equipment: cost or other basis
$388,682
-
10b · Land, buildings and equipment: accumulated depreciation
$369,486
-
10c · Land, buildings and equipment, net
beginning of year $21,315 · end of year $19,196
-
15 · Other assets
beginning of year $0 · end of year $656,039
-
17 · Accounts payable and accrued expenses
beginning of year $504,598 · end of year $414,445
-
25 · Other liabilities
beginning of year $539,719 · end of year $1,072,700
-
27 · Net assets without donor restrictions
beginning of year -$18,487 · end of year $7,346
Mission and programs · 2022
Mission
TO COORDINATE AND ASSIST IN COLLECTIVE BARGAINING AND RELATED ACTIVITIES OF THE COALITION UNIONS, AND PROMOTE THE PARTNERSHIP BETWEEN KAISER PERMANENTE AND THE UNIONS THROUGH A VARIETY OF PROGRAMS.
-
THE COALITION AND KAISER PERMANENTE UNLEASH THE INHERENT POWER OF THE KAISER PERMANENTE WORKFORCE TO ACHIEVE OUR JOINT VISION OF BEST QUALITY, BEST SERVICE, MOST AFFORDABLE, AND THE BEST PLACE TO WORK. THROUGH OUR PARTNERSHIP, WE WILL FULLY REALIZE THE VALUE OF OUR INVESTMENT IN OUR PEOPLE, AND PROVIDE A VOICE FOR ALL IN OUR SHARED GOAL FOR TOP PERFORMANCE. THE COALITION AND KAISER PERMANENTE CONTINUE TO FULLY IMPLEMENT THE NATIONAL AGREEMENT.
As filed on the 2022 return.
Listed in Part VII
-
Vicki JacksonVICKI JACKSON
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Meg NiemiMEG NIEMI
EXECUTIVE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan KorenkovSUSAN KORENKOV
EXECUTIVE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ron RuggieroRON RUGGIERO
EXECUTIVE BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tamara RubynTAMARA RUBYN
SECRETARY TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Francisco PreciadoFRANCISCO PRECIADO
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Caroline LucasCAROLINE LUCAS
EXECUTIVE DIRECTOR
- Total calculated
- $209,889
- From this org
- $166,231
- From related orgs
- $0
- Other
- $43,658
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $163,060
- Bonus
- $3,041
- Other
- $130
- Deferred
- $37,360
- Nontaxable benefits
- $6,298
- Filer's total
- $209,889
-
Cheryl GonzalezCHERYL GONZALEZ
NATIONAL COORDINATOR, NCAL
- Total calculated
- $195,922
- From this org
- $152,991
- From related orgs
- $0
- Other
- $42,931
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $150,217
- Bonus
- $2,678
- Other
- $96
- Deferred
- $32,699
- Nontaxable benefits
- $10,232
- Filer's total
- $195,922
-
Heather ThompsonHEATHER THOMPSON
NATIONAL COORDINATOR, NCAL
- Total calculated
- $191,622
- From this org
- $144,994
- From related orgs
- $0
- Other
- $46,628
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $142,156
- Bonus
- $2,678
- Other
- $160
- Deferred
- $33,427
- Nontaxable benefits
- $13,201
- Filer's total
- $191,622
-
Alex EspinozaALEX ESPINOZA
NATIONAL COORDINATOR, SCAL
- Total calculated
- $185,125
- From this org
- $150,400
- From related orgs
- $0
- Other
- $34,725
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $147,562
- Bonus
- $2,678
- Other
- $160
- Deferred
- $33,427
- Nontaxable benefits
- $1,298
- Filer's total
- $185,125
-
John KolodnyJOHN KOLODNY
NATIONAL COORDINATOR, WORK
- Total calculated
- $193,063
- From this org
- $151,736
- From related orgs
- $0
- Other
- $41,327
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $148,812
- Bonus
- $2,678
- Other
- $246
- Deferred
- $33,427
- Nontaxable benefits
- $7,900
- Filer's total
- $193,063
-
Anissa DixonANISSA DIXON
OPERATIONS DIRECTOR
- Total calculated
- $196,545
- From this org
- $150,370
- From related orgs
- $0
- Other
- $46,175
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $147,436
- Bonus
- $2,765
- Other
- $169
- Deferred
- $34,408
- Nontaxable benefits
- $11,767
- Filer's total
- $196,545
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 30 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303039349301420
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