2024-05-23T08:05:45-05:00 2023-08-31 363168081 SIKICH LLC 1415 W DIEHL RD SUITE 400 NAPERVILLE IL 605632349 990 2022-09-01 363145692 AMERICAN ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION AMER 8476551170 10275 W HIGGINS ROAD 500 ROSEMONT IL 60018 LORRAINE JORDAN CEO & SECRETARY 8476551170 2024-05-20 1 LORRAINE JORDAN 999009999 1 JILL M BOYLE CPA P01246734 6305668400 2024-05-06 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z LORRAINE JORDAN 10275 W HIGGINS ROAD 500 ROSEMONT IL 60018 13423309 0 X WWW.AANAFOUNDATION.COM X 1981 IL ADVANCING THE SCIENCE OF ANESTHESIA THROUGH EDUCATION AND RESEARCH. 16 15 0 160 0 0 1430384 2602363 4135 4675 1023173 818629 101043 16404 2558735 3442071 460270 902735 0 0 553183 534938 0 0 284992 640761 777620 1654214 2215293 904521 1226778 11349625 12656900 261081 325813 11088544 12331087 ADVANCING THE SCIENCE OF ANESTHESIA THROUGH EDUCATION AND RESEARCH. AS THE PHILANTHROPIC ARM OF THE AANA, THE FOUNDATION RAISES FUNDS AND INVESTS IN PROJECTS THAT DIRECTLY SUPPORT THE NURSE ANESTHESIA PROFESSION. 0 0 1180741 723491 4675 THE AANA FOUNDATION FUNDS INDIVIDUAL GRANTS, SCHOLARSHIPS AND POST DOCTORAL FELLOWSHIPS. DURING THE REPORTING PERIOD, THE AANA FOUNDATION AWARDED 155 SCHOLARSHIPS TO RESIDENTS. DURING THE YEAR ENDED, THE AANA FOUNDATION AWARDED 6 RESEARCH GRANTS. 179244 179244 THE AANA FOUNDATION FUNDS RESEARCH RELATED INITIATIVES INCLUDING HEALTH POLICY RESEARCH PROJECTS, POSTER PRESENTATIONS AT MEETINGS AND RESEARCH SKILL DEVELOPMENT WORKSHOPS. THE AANA FOUNDATION ALSO FUNDS RECOGNITION AWARDS FOR OUTSTANDING RESEARCH, PHILANTHROPY, ADVOCACY, AND HUMANITARIANISM AS WELL AS USES FUNDING TO SUPPORT WELLNESS LECTURES. DURING THE REPORTING PERIOD, THE FOUNDATION FUNDED 2 HEALTH POLICY RESEARCH PROJECTS, 82 POSTER PRESENTERS, 1 RESEARCH WRITER WORKSHOP, 2 RECOGNITION AWARDS, AND 1 WELLNESS LECTURE. 1359985 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 15 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 15 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 IL AL AR CA FL GA HI KS KY MD MA MI MN MS NH NJ NM NY OR PA RI SC TN UT VA WV WI X LORRAINE JORDAN 8476551172 10275 W HIGGINS RD SUITE 500 ROSEMONT IL 60018 BILL BRUCE TRUSTEE FOUNDATION (CEO AANA) 10.00 30.00 X 0 251016 21777 STEPHEN FINDER CHAIR 2.00 0.00 X X 0 0 0 MAJORIE EVERSON CHAIR-ELECT 2.00 0.00 X X 0 0 0 LORI SCHIRLE RESEARCH CHAIR 2.00 0.00 X X 0 0 0 LESLIE JETER FUNDRAISING CHAIR 2.00 0.00 X X 0 0 0 PAUL BENINGA TREASURER 2.00 0.00 X X 0 0 0 MIKE ANDERSON TRUSTEE 1.00 0.00 X 0 0 0 SHAYNE HAUGLUM TRUSTEE 1.00 0.00 X 0 0 0 YANA KRMIC TRUSTEE 1.00 0.00 X 0 0 0 OLUWATOYIN ORUNJA TRUSTEE 1.00 0.00 X 0 0 0 JONATHON RIDDLE TRUSTEE 1.00 0.00 X 0 0 0 JEREMY STANLEY TRUSTEE 1.00 0.00 X 0 0 0 KATHLEEN THIBEAULT TRUSTEE 1.00 0.00 X 0 0 0 BRYAN WILBANKS TRUSTEE 1.00 0.00 X 0 0 0 JOHN WOODS TRUSTEE 1.00 0.00 X 0 0 0 CARMEN CHEUNG TRUSTEE 1.00 0.00 X 0 0 0 LORRAINE JORDAN CEO 10.00 30.00 X 0 305459 52462 NATHANAEL CARMICHAEL EXECUTIVE DIRECTOR 40.00 0.00 X 120179 0 12701 DAVID ANDERSON AANA CFO 10.00 30.00 X 0 180830 44601 120179 737305 131541 1 0 1 0 0 36758 500000 2065605 2602363 APPLICATION FEES 900003 4675 4675 4675 210030 210030 10537124 9923632 4893 613492 -4893 608599 608599 69025 36758 52713 16312 16312 MISCELLANEOUS REVENUE 900099 92 92 92 3442071 4675 0 835033 902735 902735 137879 79280 10341 48258 301689 173471 22627 105591 64856 37292 4864 22700 30514 17545 2289 10680 11604 11604 20241 20241 83122 83122 199355 5791 193300 264 22138 1792 20346 11375 9527 953 895 12260 12260 26004 26004 92950 46475 46475 72000 42492 920 28588 2253 2253 ADMINISTRATIVE FEES 182004 182004 BANK FEES 20622 20622 MISCELLANEOUS 12499 10957 1032 510 BAD DEBT 4371 4371 4822 4137 685 2215293 1359985 570316 284992 427639 816362 378332 153315 18101 15218 2778 2429 0 7146 10423666 11536103 91963 133473 11349625 12656900 104185 193703 22222 156896 109888 261081 325813 X 6836735 7044997 4251809 5286090 11088544 12331087 11349625 12656900 1226778 15765 0 X 0 1 X 0 0 X 1735891 1260221 1515783 1430384 2602363 8544642 1735891 1260221 1515783 1430384 2602363 8544642 3513219 5031423 330711 106616 116947 210030 764304 16312 16312 2139 2429 4678 92 9338 9334596 21284 0.53900 0.65010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2018 AMOUNT: $ 2,139. 2020 AMOUNT: $ 2,429. 2021 AMOUNT: $ 4,678. 2022 AMOUNT: $ 92. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2548647 2093085 295152 217150 4719734 3052383 98600 -555336 47000 2548647 2562925 31266 482192 24000 3052383 2533734 75358 10833 57000 2562925 2397954 4122 146658 15000 2533734 0.00000 0.50299 0.49701 0 0 0 DUE TO AFFILIATES 109888 109888 X PART V, LINE 4: THE FOUNDATION USES ENDOWMENT FUNDS FOR RESEARCH GRANTS AND SCHOLARSHIPS THAT BENEFIT THE NURSE ANESTHESIA PROFESSION. PART X, LINE 2: THE ENTITIES OF AANA (ENTITIES), WITH THE EXCEPTION OF AAMS, ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER VARIOUS SECTIONS OF THE IRC. IN ADDITION, THE ENTITIES HAVE BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE "PRIVATE FOUNDATIONS" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THEREFORE, THE ENTITIES HAVE MADE NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. AANA IS SUBJECT TO INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, AANA MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS ON THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF AANA AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENT FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON SETTLEMENT. AANA WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO THE POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INTEREST EXPENSE OR INCOME TAX EXPENSE, RESPECTIVELY. AANA RECOGNIZES THE AMOUNT OF TAXES PAYABLE OR REFUNDABLE FOR THE CURRENT YEAR, AANA'S 2021, 2020, AND 2019 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATIONS BY THE TAXING AUTHORITIES. ANNUAL CONGRESS FUNDRAISER 77549 30263 47286 40462 ADCE FUNDRAISER 26800 6495 20305 12093 2 1434 1434 158 105783 36758 69025 52713 52713 16312 1 SCHOLARSHIPS AND GRANTS 161 902735 PART I, LINE 2: THE ORGANIZATION REQUIRES THE GRANTEE TO PROVIDE RESEARCH UPDATES NO LATER THAN JANUARY 15TH AND JUNE 15TH OF EACH YEAR UNTIL THE RESEARCH HAS BEEN COMPLETED. UPON THE COMPLETION OF THE FUNDED RESEARCH THE GRANTEE IS REQUIRED TO SEND A COPY OF THE FINAL ABSTRACT TO THE ORGANIZATION. 0 0 0 0 0 0 0 0 0 LORRAINE JORDAN CEO 0 292959 0 12500 0 0 0 30376 0 22086 0 357921 0 0 BILL BRUCE TRUSTEE FOUNDATION (CEO AANA) 0 222016 0 29000 0 0 0 10188 0 11589 0 272793 0 0 DAVID ANDERSON AANA CFO 0 175830 0 5000 0 0 0 17322 0 27279 0 225431 0 0 PART I, LINE 3 AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (FEIN: 36-2113743) A RELATED ORGANIZATION, USES THE FOLLOWING TO DETERMINE COMPENSATION: -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE MEMBER OF THE FOUNDATION IS THE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (AANA). ALL ACTS REQUIRING ACTION OF THE MEMBER MAY ONLY BE TAKEN BY THE AANA BOARD OF DIRECTORS OR AN ENTITY AUTHORIZED TO ACT ON BEHALF OF THE AANA BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER OF THE FOUNDATION IS THE AANA. ALL ACTS REQUIRING ACTION OF THE MEMBER MAY ONLY BE TAKEN BY THE AANA BOARD OF DIRECTORS OR AN ENTITY AUTHORIZED TO ACT ON BEHALF OF THE AANA BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B REFER TO DISCLOSURES FOR LINES 6 AND 7B FOR THE POWERS HELD BY THE FOUNDATION'S SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES THAT MAY ACT ON BEHALF OF THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FORM 990 WITH THE IRS, A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE DEPARTMENT ALONG WITH ITS INDEPENDENT PAID TAX PREPARERS. AFTER REVIEW, COPIES OF THE FINAL FORM 990 ARE PRESENTED TO THE ORGANIZATION'S BOARD OF DIRECTORS AND SUBSEQUENTLY FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL INTERESTED PERSONS ARE REQUIRED TO FILL OUT AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. THIS QUESTIONNAIRE ENCOURAGES DISCLOSURE OF ANY CONFLICTS THAT OCCUR BETWEEN THE ORGANIZATION AND THE INTERESTED PERSON. THE CHIEF EXECUTIVE OFFICER MONITORS AND REVIEWS THE RESPONSES TO DETERMINE WHETHER A CONFLICT IS REQUIRED TO BE DISCLOSED. IF A BOARD MEMBER HAS A CONFLICT, THEY ARE ASKED TO ABSTAIN FROM VOTING ON AN ISSUE RELATED TO THAT CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION RELIES UPON AANA, A RELATED TAX-EXEMPT ORGANIZATION AND SOLE CORPORATE MEMBER, TO DETERMINE AND PAY THE COMPENSATION OF THE CEO WHO PERFORMS SERVICES FOR BOTH AANA AND THE AANA FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 10275 W HIGGINS RD ROSEMONT ROSEMONT IL 60018 362113743 MEMBERSHIP IL 501(C)(6) 0 AANA MANAGEMENT SERVICES INC 10275 W HIGGINS RD ROSEMONT ROSEMONT IL 60018 363896648 INSURANCE BROKER IL AANA C 2543693 17111581 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 AMERICAN ASSOCIATION OF NURSE ANESTHETISTS C 500000 BOOK VALUE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS M 44140 BOOK VALUE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS N 26004 BOOK VALUE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS O 727437 BOOK VALUE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS P 155181 BOOK VALUE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS Q 61789 BOOK VALUE