2023-10-12T10:01:56-05:00 2023-03-31 161131146 BONADIO & CO LLP 6 WEMBLEY CT ALBANY NY 12205 990 2022-04-01 140923749 NEW YORK STATE NURSES ASSOCIATION NEWY 5187829400 131 WEST 33RD STREET 4TH FLOOR NEW YORK NY 10001 JOHN BARRETT DIRECTOR OF FINANCE 5187829400 2023-10-11 1 JOHN BARRETT XXX-XX-XXXX 1 JUDITH J SORO P00743262 5184644080 2023-10-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN BARRETT 131 WEST 33RD STREET 4TH FLOOR NEW YORK NY 10001 51669900 0 X WWW.NYSNA.ORG X 1902 NY THE ORGANIZATION'S MISSION IS TO PROMOTE THE ADVANCEMENT OF NURSING THROUGH COLLECTIVE BARGAINING AND TO IMPROVE THE PUBLIC'S HEALTH BY PROVIDING ADVOCACY AND LEADERSHIP IN THE CHANGING HEALTHCARE ENVIRONMENT. 20 19 188 1143 0 0 0 0 50154810 50445408 1884152 1038942 1825435 115873 53864397 51600223 293398 58200 100000 100000 26413484 27295835 0 0 0 15323458 18483380 42130340 45937415 11734057 5662808 106360017 107043723 28678755 23207332 77681262 83836391 X THE ORGANIZATION'S MISSION IS TO PROMOTE THE ADVANCEMENT OF NURSING THROUGH COLLECTIVE BARGAINING AND TO IMPROVE THE PUBLIC'S HEALTH BY PROVIDING ADVOCACY AND LEADERSHIP IN THE CHANGING HEALTHCARE ENVIRONMENT. 0 0 PROGRAM EXPENSES INCLUDING COMMUNICATIONS AND PUBLICATIONS; REPRESENTATION, MEMBER MOBILIZATION, AND NEGOTIATIONS; MEMBERSHIP SERVICES; NURSING PRACTICE AND NURSING EDUCATION; MEETING CONVENTION PLANNING; STRATEGIC RESEARCH, PLANNING AND LABOR EDUCATION; POLITICAL AND COMMUNITY ORGANIZING. ADMINISTRATION: NYSNA DEPARTMENTS PROVIDE SPECIALIZED SKILLS AND EXPERTISE TO SUPPORT THE WORK OF THE ASSOCIATION'S PROGRAMS. CONVENTION: THE CONVENTION IS ATTENDED BY HUNDREDS OF NURSES AND NURSING STUDENTS EACH YEAR. IT IS AN OPPORTUNITY FOR MEMBERS TO DISCUSS AND VOTE ON ISSUES RELATED TO NURSING AND NYSNA DURING VOTING BODY SESSIONS IN ORDER TO SET THE DIRECTION AND PRIORITIES OF THE UNION. FORM 990, PART VI, SECTION A, LINE 6:THE ASSOCIATION IS A UNION OF NURSING AND HEALTHCARE PROFESSIONALS. THERE ARE APPROXIMATELY 40,000 DUES-PAYING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A:THE MEMBERS OF THE ORGANIZATION VOTE FOR THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, 11B:THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING FORM 990. FORM 990, PART VI, SECTION B, LINE 12C:THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR THE BOARD OF DIRECTORS AND ITS OFFICERS ANNUAL COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15:THE BOARD OF DIRECTORS REVIEWS THE ANNUAL COMPENSATION FOR ITS EXECUTIVE DIRECTOR. THE REVIEW INCLUDES A PERFORMANCE REVIEW, COMPENSATION RESEARCH, AND COMPARABILITY AND MARKET DATA AS NEEDED. 15B; THE BOARD OF DIRECTORS DELEGATES ITS AUTHORITY TO THE EXECUTIVE DIRECTOR TO REVIEW THE ANNUAL COMPENSATION FOR KEY EMPLOYEES. THE REVIEW INCLUDES A PERFORMANCE REVIEW, COMPENSATION RESEARCH, AND COMPARABILITY AND MARKET DATA AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19:THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 144 0 1 188 1 0 0 0 0 1 1 0 0 0 X 20 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JOHN BARRETT 5187829400 155 WASHINGTON AVENUE ALBANY NY 12110 PATRICIA KANE RN EXECUTIVE DIRECTOR 35.00 X X 267628 0 39840 NANCY HAGANS RN PRESIDENT 1.00 X X 50000 0 0 JAYNE CAMMISA RN TREASURER 1.00 X X 0 0 0 SETH DRESSEKIE MSN RN-BC PMH DIRECTOR AT LARGE 1.00 X 0 0 0 JUDITH CUTCHIN RN FIRST VICE PRESIDENT 1.00 X X 0 0 0 MARION ENRIGHT RN SECOND VICE PRESIDENT 1.00 X X 0 0 0 ARETHA MORGAN SOUTHERN REGIONAL DIRECTOR 1.00 X 0 0 0 ARI MOMA DIRECTOR AT LARGE 1.00 X 0 0 0 BENNY MATHEW DIRECTOR AT LARGE 1.00 X 0 0 0 BILL SCHNEIDER EASTERN REGIONAL DIRECTOR 1.00 X 0 0 0 CATHERINE DAWSON CENTRAL REGIONAL DIRECTOR 1.00 X 0 0 0 FLANDERSIA JONES DIRECTOR AT LARGE 1.00 X 0 0 0 JEAN ERICA PADGETT DIRECTOR AT LARGE 1.00 X 0 0 0 MARIE BOYLE DIRECTOR AT LARGE 1.00 X 0 0 0 MATTHEW ALLEN DIRECTOR AT LARGE 1.00 X 0 0 0 MICHELLE JONES DIRECTOR AT LARGE 1.00 X 0 0 0 NELLA FE PINEDA-MARCON SECRETARY 1.00 X X 0 0 0 REGINALT ATANGAN DIRECTOR AT LARGE 1.00 X 0 0 0 SONIA LAWRENCE DIRECTOR AT LARGE 1.00 X 0 0 0 STEVEN BAILEY WESTERN REGIONAL DIRECTOR 1.00 X 0 0 0 MARGARET FRANKS LOWER HUDSON/ NJ REGIONAL DIRECTOR 1.00 X 0 0 0 JOHN BARRETT DIRECTOR OF FINANCE 35.00 X 302866 0 145400 NANCY APPEY KALEDA DEPUTY DIRECTOR 35.00 X 292795 0 143255 CARL BIERS DIRECTOR LABOR EDUCATION 35.00 X 181876 0 111885 LEONIDAS BELL DIR. POLITICAL AFFAIRS & P 35.00 X 226537 0 121469 CAROLLYNN ESPOSITO DIR. OF NURSING EDUCATION 35.00 X 230019 0 99747 JAMES FERRIS AREA DIRECTOR- R, MM&NEG 35.00 X 229148 0 126320 HERMANUELLA HYPPOLITE DIRECTOR SPAN 35.00 X 214778 0 51649 CECILIA JORDAN DIRECTOR HHC 35.00 X 214404 0 91674 CLAIRE TUCK DIRECTOR LEGAL 35.00 X 186420 0 109679 EDWARD YOO DIR. STRATEGIC RESEARCH 35.00 X 163999 0 105212 BEVIN TRACY DIR. MEETING & CONVENTION 35.00 X 187045 0 110364 MICHELLE CRENTSIL DIR. POLITICAL & COMM. ORG 35.00 X 187494 0 35547 ERIC SMITH FIELD DIRECTOR 35.00 X 233819 0 123642 DAN LUTZ IT DIRECTOR 35.00 X 164279 0 100923 KRISTI BARNES DIRECTOR COMMUNICATIONS 35.00 X 159633 0 56544 LUCILLIE SOLLAZZO ASSOCIATE DIRECTOR 35.00 X 205458 0 104053 LISA RUIZ NURSING REPRESENTATIVE 35.00 X 190882 0 101805 BRIAN FLYNN NURSING REPRESENTATIVE 35.00 X 182676 0 99403 JANET STROMINGER LABOR REP 35.00 X 177979 0 99546 HENRY ROSE FIELD DIRECTOR 35.00 X 177524 0 77532 4427259 0 2055489 21 0 1 0 CENTURY DIRECT LLC 15 ENTER LANE ISLANDIA NY 11749 PRINTING 1041829 COHEN WEISS & SIMON LLP 900 THIRD AVE 21ST FL NEW YORK NY 10022 LEGAL 581604 MONTREIGN OPERATING CO LLC 888 RESORTS WORLD DR MONTICELLO NY 12701 CONVENTION 381061 PANERA LLC PO BOX 50488 ST LOUIS MO 63150 CATERING 279693 155 WASHINGTON AVE LLC 155 WASHINGTON AVE ALBANY NY 12210 RENT 240387 12 MEMBERSHIP DUES 541900 49610604 49610604 MEETING/WORKSHOPS 541900 455204 455204 ADMINISTRATIVE FEES 561000 379600 379600 50445408 1037535 1037535 71084 69677 1407 1407 1407 OTHER REVENUE 900099 115873 115873 115873 51600223 50562688 0 1037535 48200 10000 100000 6482750 14666466 374126 4392469 1380024 574810 74800 20121 1632608 813624 746495 1615205 1334215 275808 1788149 456781 PUBLICATIONS & ADVERTIS 3939446 MEMBER FOOD/HOTEL/PROMO 3736195 MEMBERSHIPS 643676 MEMBER EDUCATION & TRAI 406906 424541 45937415 20027518 19349567 6762409 5912067 24372723 28734540 34272155 14707967 21568727 19564188 33525131 31282541 73034 695609 30475 1505211 106360017 107043723 3109224 2915425 19900 12580 9345720 4873440 16203911 15405887 28678755 23207332 X 77534891 83703467 146371 132924 77681262 83836391 106360017 107043723 X 5662808 -3292482 3784803 X 0 1 X 0 0 NEW YORK STATE NURSES ASSOC POLITICAL ACTION COMMITEE 131 WEST 33RD STREET 4TH FLOOR NEW YORK NY 10001 141895525 283473 1 0 0 146371 10000 136371 156371 10000 146371 163871 7500 156371 173871 10000 163871 182871 1000 10000 173871 1.00000 0 0 30988431 12339925 18648506 203398 146630 56768 3080326 2221412 858914 19564188 RETIREE HEALTH BENEFITS 13907928 LEASE LIABILITIES 1497959 15405887 X PART X, LINE 2: NYSNA AND THE PAC FILE FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITION ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITION'S TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED NYSNA'S TAX POSITIONS ATTRIBUTABLE THERETO, AND CONCLUDED THAT NYSNA HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF MARCH 31, 2023 AND 2022. PART V, LINE 4: NET ASSETS WITH DONOR RESTRICTIONS REPRESENT FUNDS RESTRICTED FOR THE OPERATIONS OF THE ACADEMIC SCHOLARSHIP PRE/POST REGISTERED NURSE (RN) STUDENTS (SECOR SCHOLARSHIP) AND THE PROTECTED ACTION HARDSHIP RELIEF FUND. THE SECOR SCHOLARSHIP REPRESENTS A BEQUEST RECEIVED FROM A RETIRED RN TO PROVIDE SCHOLARSHIPS FOR PRE/POST RN STUDENTS. THE PROTECTED ACTION HARDSHIP RELIEF FUND REPRESENTS A DONATION TO BE USED TO HELP FUND MEMBERS EXPERIENCING FINANCIAL HARDSHIP DUE TO THEIR PARTICIPATION IN PROTECTED ACTIVITES. PART X, LINE 2: NYSNA AND THE PAC FILE FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITION ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITION'S TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED NYSNA'S TAX POSITIONS ATTRIBUTABLE THERETO, AND CONCLUDED THAT NYSNA HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF MARCH 31, 2023 AND 2022. 1 UE RESEARCH AND EDUCATION 4 SMITHFIELD ST 9TH FLOOR PITTSBURGH PA 15222 251740134 501(C)(3) 30000 0 CASH GENERAL SUPPORT MINNESOTA NURSES ASSOCIATION 345 RANDOLPH AVE STE 200 SAINT PAUL MN 55102 410417949 501(C)(5) 10000 0 CASH GENERAL SUPPORT 1 2 SCHOLARSHIP 2 10000 PART I, LINE 2: ALL NEW YORK STATE NURSES ASSOCIATION GRANT RECIPIENTS ARE ASKED TO PROVIDE NEW YORK STATE NURSES ASSOCIATION WITH A RE-CAP OF THE RECIPIENTS USE OF THE GRANT PROCEEDS. PART I, LINE 1: THE NEW YORK STATE NURSES ASSOCIATION WORKS DIRECTLY WITH OTHER ORGANIZATIONS TO FOSTER PRESERVATION OF THE NURSING PROFESSION. THROUGH ACTIVE AND ON-GOING COMMUNICATION WITH GRANT RECIPIENTS, NYSNA ENSURES THAT FUNDS ARE UTILIZED IN A MANNER CONSISTENT WITH THE ABOVE-STATED PURPOSE AND INTENTION. X X 0 0 0 JOHN BARRETT DIRECTOR OF FINANCE 302866 0 0 0 0 0 105067 0 40333 0 448266 0 0 0 NANCY APPEY KALEDA DEPUTY DIRECTOR 292795 0 0 0 0 0 101963 0 41292 0 436050 0 0 0 ERIC SMITH FIELD DIRECTOR 233819 0 0 0 0 0 83786 0 39856 0 357461 0 0 0 JAMES FERRIS AREA DIRECTOR- R, MM&NEG 229148 0 0 0 0 0 82347 0 43973 0 355468 0 0 0 LEONIDAS BELL DIR. POLITICAL AFFAIRS & P 226537 0 0 0 0 0 81542 0 39927 0 348006 0 0 0 CAROLLYNN ESPOSITO DIR. OF NURSING EDUCATION 230019 0 0 0 0 0 82616 0 17131 0 329766 0 0 0 LUCILLIE SOLLAZZO ASSOCIATE DIRECTOR 205458 0 0 0 0 0 75045 0 29008 0 309511 0 0 0 PATRICIA KANE RN EXECUTIVE DIRECTOR 267628 0 0 0 0 0 11722 0 28118 0 307468 0 0 0 CECILIA JORDAN DIRECTOR HHC 214404 0 0 0 0 0 77803 0 13871 0 306078 0 0 0 BEVIN TRACY DIR. MEETING & CONVENTION 187045 0 0 0 0 0 69371 0 40993 0 297409 0 0 0 CLAIRE TUCK DIRECTOR LEGAL 186420 0 0 0 0 0 69178 0 40501 0 296099 0 0 0 CARL BIERS DIRECTOR LABOR EDUCATION 181876 0 0 0 0 0 67778 0 44107 0 293761 0 0 0 LISA RUIZ NURSING REPRESENTATIVE 190882 0 0 0 0 0 70553 0 31252 0 292687 0 0 0 BRIAN FLYNN NURSING REPRESENTATIVE 182676 0 0 0 0 0 68024 0 31379 0 282079 0 0 0 JANET STROMINGER LABOR REP 177979 0 0 0 0 0 66576 0 32970 0 277525 0 0 0 EDWARD YOO DIR. STRATEGIC RESEARCH 163999 0 0 0 0 0 62268 0 42944 0 269211 0 0 0 HERMANUELLA HYPPOLITE DIRECTOR SPAN 214778 0 0 0 0 0 11722 0 39927 0 266427 0 0 0 DAN LUTZ IT DIRECTOR 164279 0 0 0 0 0 62354 0 38569 0 265202 0 0 0 HENRY ROSE FIELD DIRECTOR 177524 0 0 0 0 0 66436 0 11096 0 255056 0 0 0 MICHELLE CRENTSIL DIR. POLITICAL & COMM. ORG 187494 0 0 0 0 0 11722 0 23825 0 223041 0 0 0 KRISTI BARNES DIRECTOR COMMUNICATIONS 159633 0 0 0 0 0 11722 0 44822 0 216177 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS A MEMBERSHIP ORGANIZATION OF NURSING PROFESSIONALS. THERE ARE APPROXIMATELY 40,000 DUES-PAYING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION VOTE FOR THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED EXTERNALLY AND REVIEWED PRIOR TO EXECUTING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR THE BOARD OF DIRECTORS AND OFFICERS ANNUAL COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEW THE ANNUAL COMPENSATION FOR ITS EXECUTIVE DIRECTOR. THE REVIEW INCLUDES A PERFORMANCE REVIEW, COMPENSATION RESEARCH AND COMPARABILITY AND MARKET DATA AS NEEDED. THE BOARD DELEGATES ITS AUTHORITY TO THE EXECUTIVE DIRECTOR TO REVIEW THE ANNUAL COMPENSATION FOR KEY EMPLOYEES. THE REVIEW INCLUDES A PERFORMANCE REVIEW, COMPENSATION RESEARCH AND COMPARABILITY AND MARKET DATA AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENT AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION COST ADJUSTMENT 1,052,464. RETIREE HEALTH BENEFIT ADJUSTMENT 2,732,339. NYS NURSES ASSOCIATION WELFARE PLAN- WESTCHESTER COUNTY 131 WEST 33RD STREET 4TH FLOOR NEW YORK NY 10001 141721553 ADMINISTER HEALTH CARE BENEFITS TO MEMBER PROFESSIONAL NURSES NY 501(C)(9) THE NEW YORK STATE NURSES ASSOCIATION 1 NEW YORK STATE NURSES ASSOCIATION WELFARE PLAN - NEW YORK CITY 131 WEST 33RD STREET 4TH FLOOR NEW YORK NY 10001 237444482 ADMINISTER HEALTH CARE BENEFITS TO MEMBER PROFESSIONAL NURSES NY 501(C)(9) THE NEW YORK STATE NURSES ASSOCIATION 1 THE NEW YORK STATE NURSES ASSOCIATION POLITICAL ACTION COMMITTEE 131 WEST 33RD STREET 4TH FLOOR NEW YORK NY 10001 141895525 POLITICAL ACTIVITY NY 527 THE NEW YORK STATE NURSES ASSOCIATION 1 NYSNA TUITION AND CONTINUING EDUCATION FUND 131 WEST 33RD STREET 4TH FLOOR NEW YORK NY 10001 611778601 EMPLOYEE BENEFIT TRUST NY 501(C)(9) THE NEW YORK STATE NURSES ASSOCIATION 1 NYSNA CHILD CARE & ELDER CARE FUND 131 WEST 33RD STREET 4TH FLOOR NEW YORK NY 10001 300893649 EMPLOYEE BENEFIT TRUST NY 501(C)(9) THE NEW YORK STATE NURSES ASSOCIATION 1 NYSNA POLITICAL ACTION COMMITTEE (INDEPENDENT EXPENDITURES) 131 WEST 33RD STREET 4TH FLOOR NEW YORK NY 10001 472046129 POLITICAL ACTIVITY NY 527 THE NEW YORK STATE NURSES ASSOCIATION 1 NEW YORK STATE NURSES ASSOCIATION FEDERAL POLITICAL ACTION COMMITTEE 131 WEST 33RD STREET 4TH FLOOR NEW YORK NY 10001 POLITICAL ACTIVITY NY 527 THE NEW YORK STATE NURSES ASSOCIATION 1 NEW YORK RELIEF NETWORK INC 131 WEST 33RD STREET 4TH FLOOR NEW YORK NY 10001 844797096 MEDICAL MISSIONS AROUND THE WORLD NY 501(C)(3) LINE 7 THE NEW YORK STATE NURSES ASSOCIATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 NYS NURSES ASSOCIATION WELFARE PLAN - NEW YORK CITY N 175000 ALLOCATED COSTS NYS NURSES ASSOCIATION POLITICAL ACTION COMMITTEE R 283473 CASH TRANSFER NYSNA TUITION AND CONTINUING EDUCATION FUND N 90000 ALLOCATED COSTS NYSNA CHILD CARE AND ELDER CARE FUND N 90000 ALLOCATED COSTS