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U.S. Department of Labor
Employment Standards Administration
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1215-0188
Expires: 09-11-2011
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
544-026
2. PERIOD COVERED
From1/1/2009
Through12/31/2009
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
NATIONAL FEDERATION OF NURSES
5. DESIGNATION (Local, Lodge, etc.)

6. DESIGNATION NBR

7. UNIT NAME (if any)
NFN
8. MAILING ADDRESS (Type or print in capital letters)
First Name
JOHN
Last Name
BARRETT
P.O Box - Building and Room Number

Number and Street
11 CORNELL ROAD
City
LATHAM
State
NY
ZIP Code + 4
12110


9. Are your organization's records kept at its mailing address?


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
26. SIGNED:Barbara A CranePRESIDENT27. SIGNED:Rose M MartinTREASURER
Date:Mar 26, 2010Contact Info:Date:Mar 26, 2010Contact Info:
Form LM-2 (Revised 2003)

ITEMS 10 THROUGH 21 FILE NUMBER: 544-026
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?No
11. During the reporting period did the labor organization have a Political Action Committee (PAC) fund?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?05/2011
20. How many members did the labor organization have at the end of the reporting period?61,649
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees25perMEMBER YEARN/AN/A
(b) Working Dues/FeesN/AperN/AN/AN/A
(c) Initiation Fees10perNEW MEMBERN/AN/A
(d) Transfer FeesN/AperN/AN/AN/A
(e) Work PermitsN/AperN/AN/AN/A

Form LM-2 (Revised 2003)

STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 544-026

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $0$402,103
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$0$1,788
28. Other Assets7$0$59,465
29. TOTAL ASSETS $0$463,356

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$0$28,986
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$0$22,215
34. TOTAL LIABILITIES $0$51,201
35. NET ASSETS$0$412,155
Form LM-2 (Revised 2003)

STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 544-026

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $616,687
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $0
40. Interest $0
41. Dividends $0
42. Rents $0
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$1,601
49. TOTAL RECEIPTS $618,288
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$0
51. Political Activities and Lobbying16$6,410
52. Contributions, Gifts, and Grants17$1,000
53. General Overhead18$5,868
54. Union Administration19$192,243
55. Benefits20$1,138
56. Per Capita Tax $0
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$1,839
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $7,687
  
66. Subtotal $216,185
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$13,856  
  67b. Less Total Disbursed$13,856  
  67c. Total Withheld But Not Disbursed $0
68. TOTAL DISBURSEMENTS $216,185
Form LM-2 (Revised 2003)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 544-026

Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Totals from all other accounts receivable$0$0$0$0
TOTALS (Column (B) Total will be automatically entered in Item 23, Column (B))$0$0$0$0
NONE$0$0$0$0
Form LM-2 (Revised 2003)

SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 544-026

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regarless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above$0$0$0$0$0
Total of all lines$0$0$0$0$0
Totals will be automatically entered in...Item 24
Column (A)
Item 61Item 45Item 69
with Explanation
Item 24
Column (B)
Name: NONE
Purpose: NONE
Security: NONE
Terms: NONE
$0$0$0$0$0
Form LM-2 (Revised 2003)

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 544-026

Description (if land or buildings give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all lines$0$0$0$0
NONE$0$0$0$0
14. Less Reinvestments$0
(Net Sales total will automatically entered in Item 43)15. Net Sales$0
Form LM-2 (Revised 2003)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 544-026

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines$1,839$1,839$1,839
Computer Equipment$1,839$1,839$1,839
 14. Less Reinvestments$0
(Net Purchases total will automatically entered in Item 60)15. Net Purchases$1,839
Form LM-2 (Revised 2003)

SCHEDULE 5 - INVESTMENTS FILE NUMBER: 544-026

Description
(A)
Amount
(B)
Marketable Securities 
1. Total Cost$0
2. Total Book Value$0
3. List each marketable security which has a book value over $5000 and exceeds 5% of Line 2.  
  • N/A
$0
Other Investments 
4. Total Cost$0
5. Total Book Value$0
6. List each other investment which has a book value over $5000, of Line 5.  Also list each Trust which is an investment.  
  • N/A
$0
7. Total of Lines 2 and 5 (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2003)

SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 544-026

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
1. NONE$0 $0$0
3. NONE$0$0$0$0
5. Automobiles and Other Vehicles$0$0$0$0
6. Office Furniture and Equipment$1,839$51$1,788$1,788
7. Other Fixed Assets$0$0$0$0
8. Totals of Lines 1 through 7 (Column(D) Total will be automatically entered in Item 27, Column(B))$1,839$51$1,788$1,788
Form LM-2 (Revised 2003)

SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 544-026

Description
(A)
Book Value
(B)
Total Other Assets (Total will be automatically entered in Item 28, Column(B))$59,465
Inventory$54,163
Prepaid Expenses$5,302
Form LM-2 (Revised 2003)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 544-026

Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
(E)
Total from all other accounts payable$28,986$0$0$0
Total Accounts Payable (Column(B) Total will be automatically entered in Item 30, Column(D))$28,986$0$0$0
NONE$0$0$0$0
Form LM-2 (Revised 2003)

SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 544-026

Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(1)
Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in...Item 31
Column (C)
Item 44Item 62Item 69
with Explanation
Item 31
Column (D)
NONE$0$0$0$0$0
Form LM-2 (Revised 2003)

SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 544-026

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))$22,215
Accrued Expenses$22,017
Deferred Revenue$198
Form LM-2 (Revised 2003)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 544-026

(A)
Name
(B)
Title
(C)
Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements for Official Business
(G)
Other
Disbursements not reported in
(D) thru (F)
(H)
TOTAL
A
B
C
Kim     Armstrong
Secretary
N
$0$0$2,153$0$2,153
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
A
B
C
Jeanne     Avey
Director
N
$0$0$3,109$0$3,109
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
A
B
C
Vicky     Byrd
Director
N
$0$0$1,563$0$1,563
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
A
B
C
Ann     Carlson
Director
N
$0$0$985$0$985
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
A
B
C
Barbara     Crane
President
N
$95,192$0$993$0$96,185
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
90 %
A
B
C
Eileen     Dunn
Director
N
$0$0$1,770$0$1,770
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
A
B
C
Tina     Hedin
Director
N
$0$0$1,048$0$1,048
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
A
B
C
Bruce     Humphreys
Director
N
$0$0$2,826$0$2,826
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
A
B
C
Winifred     Kennedy
Director
N
$0$0$2,685$0$2,685
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
A
B
C
Rose Marie     Martin
Treasurer
N
$0$0$2,765$0$2,765
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
A
B
C
Kathy     Ormsby
Director
N
$0$0$397$0$397
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
A
B
C
Linda     Riazi
Director
N
$0$0$944$0$944
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
A
B
C
Julie     Shuff
Director
N
$0$0$0$0$0
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
A
B
C
Jacinta     Tucker
Director
N
$0$0$935$0$935
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
5 % Schedule 19
Administration
95 %
Total Officer Disbursements$95,192$0$22,173$0$117,365
Less Deductions    $13,856
Net Disbursements    $103,509
Form LM-2 (Revised 2003)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 544-026

There was no data found for this schedule.

SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 544-026

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members61,649 
Agency Fee Payers*0
Total Members/Fee Payers61,649 
*Agency Fee Payers are not considered members of the labor organization.
MEMBERS61,649Yes
Form LM-2 (Revised 2003)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 544-026

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$1,601
4. Total Receipts$1,601
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$1,000
6. Total Disbursements$1,000
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$0
6. Total Disbursements$0
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$5,868
4. To Employees$0
5. All Other Disbursements$0
6. Total Disbursements$5,868
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$4,809
4. To Employees$0
5. All Other Disbursements$1,601
6. Total Disbursements$6,410
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$54,710
2. Named Payee Non-itemized Disbursements$7,215
3. To Officers$106,689
4. To Employees$0
5. All Other Disbursements$23,629
6. Total Disbursements$192,243
Form LM-2 (Revised 2003)

SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 544-026

There was no data found for this schedule.

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 544-026

There was no data found for this schedule.

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 544-026

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 544-026

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 544-026

There was no data found for this schedule.

SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 544-026

Name and Address
(A)
New York State Nurses Association

11 Cornell Road
Latham
NY
12110
Type or Classification
(B)
Association/Labor Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions$54,710
Total Non-Itemized Transactions$7,215
Total of All Transactions$61,925
Union imprinted promotional items08/07/2009$54,710
Form LM-2 (Revised 2003)

SCHEDULE 20 - BENEFITS FILE NUMBER: 544-026

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total Benefits$1,138
Cobra Health InsuranceSt. Catherine of Siena Medical$1,138
Form LM-2 (Revised 2003)


69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 544-026




Schedule 13 : Members are individuals who belong to a nursing labor organization (NLO). The members of each NLO nominate and elect by secret ballot vote two directors/delegates to the National Executive Board of the National Federation of Nurses from among members in good standing of that NLO. Each delegate elected has one vote. The number of delegates that an individual NLO is entitled is based on the number of members belonging to that NLO. At December 31, 2009 each of the six state NLOs had two delegates. The members vote through the delegates.








Question 12: Legacy Professionals LLP




General Information:

Item 27,

Schedule 6, Column E - Fair Value: The National Federation of Nurses has no policy for periodically appraising its assets to determine their fair value. The book value of the Federation's assets has been reported as a good faith estimate of the fair value.



Schedule 11: The National Federation of Nurses was formed January 1, 2009. The officers and directors were appointed to their positions as of January 1, 2009.




Question 15: During the current reporting period, the National Federation of Nurses gave away union imprinted promotional jackets with a cost of $547.


Form LM-2 (Revised 2003)