Nonprofit · EIN 94-3155322
CALIFORNIA NURSES ASSOCIATION BENEFIT TR
Also known as DEMORO ROSE ANN CO-TTEE
Tax-exempt · DUBLIN, CA 94568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2024 | 990 | $3,466,825 | $3,340,373 | $126,452 | $3,644,922 | $241,086 | $3,403,836 |
| March 31, 2023 | 990 | $3,811,485 | $3,499,442 | $312,043 | $3,952,131 | $102,960 | $3,849,171 |
Financial details: 990 for the year ended March 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,384,922
- Investment income
- $81,903
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,034,712
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $12,000
- Program services (functional)
- $3,340,373
Balance sheet and other
- Total assets, start of year
- $3,952,131
- Total assets, end of year
- $3,644,922
- Total liabilities, end of year
- $241,086
- Net assets, end of year
- $3,403,836
- Publicly traded securities
- $2,781,724
- Gross receipts
- $3,466,825
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1992
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE KENNEDY | TRUSTEE Trustee or director | 5 | $0 |
| MATHEW BOYER | TRUSTEE Trustee or director | 5 | $0 |
| MICHELLE GRISAT | TRUSTEE Trustee or director | 5 | $0 |
| DIANE MCCLURE | TRUSTEE Trustee or director | 5 | $0 |
| WENDY LARKIN | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended March 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PUNEET MAHARAJ | TRUSTEE Trustee or director | 0.5 | $0 | $210,866 | $39,869 |
| MICHELLE GRISAT | TRUSTEE Trustee or director | 0.5 | $0 | $178,688 | $60,849 |
| ZENAIDA CORTEZ | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $83,020 | $0 |
| DEBORAH ANNE BURGER RN | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4160 DUBLIN BLVD STE 100, DUBLIN, CA 94568-7755
- In care of
- % HEALTH SERVICES & BENEFIT AD
- Principal officer (990 for 2023)
- MICHELLE GRISAT, 155 GRAND AVENUE, OAKLAND, CA 94612
- Signed the 990
- MICHELLE GRISAT, TRUSTEE
- Phone
- (925) 833-7300
- Return prepared by
- Henningfield & Associates Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3155322 or by the name CALIFORNIA NURSES ASSOCIATION BENEFIT TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PROVIDE DISABILITY, LONG-TERM CARE, LIFE, AD&D AND CRITICAL ILLNESS BENEFITS TO MEMBERS AND QUALIFIED PARTICIPANTS
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | Not on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3155322
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,644,922
- Income (IRS master file)
- $3,466,825
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2024 | $3,466,825 | $3,340,373 | $3,644,922 | XML |
| 990 | March 2023 | $3,811,485 | $3,499,442 | $3,952,131 | XML |
| 990 | March 2022 | $3,877,952 | $3,515,012 | $4,202,471 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3155322).
Questions about CALIFORNIA NURSES ASSOCIATION BENEFIT TR
- What is the EIN of CALIFORNIA NURSES ASSOCIATION BENEFIT TR?
- The employer identification number (EIN) of CALIFORNIA NURSES ASSOCIATION BENEFIT TR is 94-3155322.
- Is CALIFORNIA NURSES ASSOCIATION BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to CALIFORNIA NURSES ASSOCIATION BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA NURSES ASSOCIATION BENEFIT TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA NURSES ASSOCIATION BENEFIT TR due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA NURSES ASSOCIATION BENEFIT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2024.
- Who is the principal officer of CALIFORNIA NURSES ASSOCIATION BENEFIT TR?
- The 990 for the year ended March 31, 2024 names MICHELLE GRISAT.
- Who are the officers and directors of CALIFORNIA NURSES ASSOCIATION BENEFIT TR?
- The 990 for the year ended March 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA NURSES ASSOCIATION BENEFIT TR have?
- On its 990 for the year ended March 31, 2024 it reported revenue of $3,466,825, expenses of $3,340,373 and total assets of $3,644,922 at year end.
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