2025-11-07T07:11:26-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 522360920 COALITION OF KAISER PERMANENTE UNIONS AFL-CIO COAL 2028441520 1775 K STREET 390 WASHINGTON DC 20006 ANNA REYNOSO EXECUTIVE DIRECTOR 2028441520 2025-11-07 1 0 JAMES KOKOLAS P01366708 2023319880 2025-11-06 2024 2025-03-06 01:10:19Z ANNA REYNOSO 1775 K STREET 390 WASHINGTON DC 20006 6389950 0 X N/A X 2002 DC 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. 4 4 21 4 0 0 0 0 5772665 6379233 9403 10717 10573 0 5792641 6389950 0 0 0 0 3787649 4428252 0 0 0 2005891 1932214 5793540 6360466 -899 29484 1155916 1542822 1149469 1506891 6447 35931 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. 0 0 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. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 21 1 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 1 1 1 0 0 X ANISSA DIXON 2028441525 1775 K STREET NW SUITE 390 WASHINGTON DC 20006 VICKI JACKSON VICE-CHAIR 1.00 X X 0 0 0 MEG NIEMI CHAIR 1.00 X X 0 0 0 KELLY GSCHWEND EXECUTIVE BOARD MEMBER 1.00 X 0 0 0 TAMARA RUBYN SECRETARY TREASURER (THROUGH MARCH 2024) 1.00 X X 0 0 0 FRANCISCO PRECIADO SECRETARY TREASURER (STARTING MARCH 2024) 1.00 X X 0 0 0 CAROLINE LUCAS EXECUTIVE DIRECTOR 35.00 X 174689 0 67862 ALEX ESPINOZA NATIONAL COORDINATOR, SCAL 35.00 X 153795 0 61836 JOHN KOLODNY NATIONAL COORDINATOR, WORK 35.00 X 158360 0 77796 ANISSA DIXON DIRECTOR OF OPERATIONS 35.00 X 163440 0 59001 CHERYL GONZALEZ NATIONAL COORDINATOR, NCAL 35.00 X 160687 0 57031 NATALIE HOLTZINGER-CRUZ STAFF DIRECTOR 35.00 X 159402 0 72253 970373 0 395779 16 0 1 0 0 LABOR MANAGEMENT TRUST 900099 6324868 6324868 AFFILIATES 900099 54365 54365 6379233 10717 10717 6389950 6379233 0 10717 242552 2330823 1156832 501142 196903 17052 86614 66744 83386 41215 159152 257711 1157093 9382 18879 PUBL/SUBS/LICENSES & DU 25881 STAFF TRAINING AND DEVE 8008 1097 6360466 507126 957509 40 126448 213719 158252 138825 17240 19427 505102 352127 1155916 1542822 481437 524766 668032 982125 1149469 1506891 X 6447 35931 6447 35931 1155916 1542822 29484 0 X X 0 1 X 1 0 1 0 0 100328 80901 19427 57924 57924 0 19427 OPERATING LEASE RIGHT-OF-USE ASSET 352127 352127 ADVANCE FROM KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST 614332 OPERATING LEASE LIABILITY 367793 982125 X 6389950 0 6389950 0 6389950 6360466 0 6360466 0 6360466 PART X, LINE 2: THE COALITION IS OPERATING AS A LABOR ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT ON NET INCOME FROM UNRELATED BUSINESS ACTIVITIES, IF ANY, UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. THE COALITION HAS NOT APPLIED UNDER AFL-CIO GROUP EXEMPTION FOR TAX-EXEMPT STATUS WITH THE INTERNAL REVENUE SERVICE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE COALITION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THAT THE COALITION'S INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2021 THROUGH 2023 REMAIN SUBJECT TO EXAMINATION, BASED ON THE NORMAL STATUTORY PERIODS SUBJECT TO AUDIT, NOTWITHSTANDING ANY EVENTS OR CIRCUMSTANCES THAT MAY EXIST WHICH COULD EXPAND THE OPEN PERIOD. X 0 0 0 CAROLINE LUCAS EXECUTIVE DIRECTOR 161971 0 3114 0 9604 0 40898 0 26964 0 242551 0 0 0 JOHN KOLODNY NATIONAL COORDINATOR, WORK 149594 0 2743 0 6023 0 36124 0 41672 0 236156 0 0 0 NATALIE HOLTZINGER-CRUZ STAFF DIRECTOR 156376 0 2910 0 116 0 38269 0 33984 0 231655 0 0 0 ANISSA DIXON DIRECTOR OF OPERATIONS 152869 0 2916 0 7655 0 38355 0 20646 0 222441 0 0 0 CHERYL GONZALEZ NATIONAL COORDINATOR, NCAL 149581 0 2743 0 8363 0 36122 0 20909 0 217718 0 0 0 ALEX ESPINOZA NATIONAL COORDINATOR, SCAL 145519 0 2743 0 5533 0 35224 0 26612 0 215631 0 0 0 FORM 990, PART VI, SECTION A, LINE 7B THE EXECUTIVE BOARD AND UNION LEADERSHIP COMMITTEE HAS THE AUTHORITY TO APPROVE OR MAKE GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED THROUGH A COLLABORATIVE EFFORT OF THE ORGANIZATION'S FINANCIAL, LEGAL, AND OPERATIONS PROFESSIONALS. THE DRAFT IS PRESENTED TO, REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR AND SENT TO THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION COMPLIES WITH PUBLIC DISCLOSURE LAWS WHICH APPLY TO IT. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.