2024-11-13T15:47:45-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 131893924 AMERICAN NURSES FOUNDATION INC AMER 3016285167 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 DANIEL WARCO CHIEF FINANCIAL OFFICER 3016285167 2024-11-13 1 0 AARON M FOX P01365820 2022274000 2024-11-13 2023 2024-10-15 13:58:12Z CATHERINE JUDGE 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 5584419 0 X WWW.NURSINGWORLD.ORG/FOUNDATION X 1955 DC PROVIDE GRANTS TO NURSING ORGANIZATIONS & NURSES FOR RESEARCH, EDUCATION, & CLINICAL PRACTICE. 12 12 13 100 0 0 3879225 4060177 65231 7136 546669 892913 0 0 4491125 4960226 2687382 6210822 0 0 1459605 1544715 0 0 1313867 1186740 2159654 5333727 9915191 -842602 -4954965 34405644 30199374 2816072 2671227 31589572 27528147 ESTABLISHED AS THE CHARITABLE AND PHILANTHROPIC ARM OF THE AMERICAN NURSES ASSOCIATION (ANA). THE FOUNDATION'S PURPOSE IS TO SUPPORT EDUCATIONAL PROGRAMS AND RESEARCH THAT ADVANCES THE NURSING PROFESSION AND HEALTH OF THE PUBLIC. 0 0 8503734 6210822 NURSING GRANTS AND PROGRAM SUPPORT FOR COVID AND DISASTER RELIEF, NURSING WELL-BEING, NURSING INNOVATION AND RESEARCH. 57698 7136 PROGRAM SUPPORT FOR NURSING LEADERSHIP, WELL-BEING, MENTAL HEALTH RECOVERY AND TRANSFORMATION. 8561432 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 0 0 1 0 1 0 1 19 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X JON LOZARITA 3016285242 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 X KATHY DRISCOLL PRESIDENT 1.00 0.00 X X 0 0 0 ENA WILLIAMS VICE PRESIDENT 1.00 0.00 X X 0 0 0 TOM TEFFT SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 PAUL ABRAMOWITZ TRUSTEE 1.00 0.00 X 0 0 0 KAREN DALEY TRUSTEE 1.00 0.00 X 0 0 0 PHYLLIS DOULAVERIS TRUSTEE 1.00 0.00 X 0 0 0 LAURA FERRIO TRUSTEE 1.00 0.00 X 0 0 0 RANDALL LIPPS TRUSTEE 1.00 0.00 X 0 0 0 KATHY MALLOCH TRUSTEE 1.00 0.00 X 0 0 0 MEHUAL MEHTA TRUSTEE 1.00 0.00 X 0 0 0 AHRIN MISHAN TRUSTEE 1.00 0.00 X 0 0 0 BERNADETTE PARK TRUSTEE 1.00 0.00 X 0 0 0 LORESSA COLE ANA ENTERPRISE CEO (TO 12/2023) 1.00 35.25 X 0 450497 43200 DANIEL WARCO ANA ENTERPRISE CFO 4.00 32.25 X 0 324529 33708 KAREN SOMERVILLE ANA ENTERPRISE COO 4.00 32.25 X 0 299732 31627 CATHERINE JUDGE EXECUTIVE DIRECTOR, ANF 32.25 4.00 X 256651 0 17904 KAREN SCHOFIELD-LECA DIR, DEVELOPMENT (TO 11/2023) 36.25 0.00 X 0 153170 36307 BARBARA OPATICK OPERATIONS COORDINATOR 36.25 0.00 X 0 101028 27667 256651 1328956 190413 1 0 1 0 ORR GROUP INC 3000 K STREET NW STE E280 WASHINGTON DC 20007 MGMT CONSULTING 362745 COMMERCEHOUSE LP 110 LESLIE STREET 200 DALLAS TX 75207 ADVERTISING AGENCY 199925 2 181117 3879060 4060177 PRODUCTS AND SERVICES 900099 7136 7136 7136 928232 928232 588874 624193 -35319 -35319 -35319 4960226 7136 0 892913 X 6205608 6205608 5214 5214 274280 198777 75503 784923 568470 300 216153 48232 34931 19 13282 369611 280834 29 88748 67669 49017 19 18633 4800 4800 28304 28304 1109046 649050 459996 261081 184003 77078 66485 9539 6691 50255 12543 12543 212073 142947 3140 65986 36615 20576 1390 14649 FINANCE, HR, AND IT ALL 395438 195406 200032 DUES & SUBSCRIPTION & R 33269 12260 21009 9915191 8561432 39892 1313867 1071509 367530 7552453 2935784 6035 3111 37635 9788 22240 22240 0 0 21468322 23874205 4269690 3008956 34405644 30199374 142375 268857 27050 24050 576319 832683 2070328 1545637 2816072 2671227 X 2396774 3411980 29192798 24116167 31589572 27528147 34405644 30199374 X -4954965 933540 -40000 X 0 1 X 1 1 1 X 2020468 17038612 21927463 3879225 4060177 48925945 2020468 17038612 21927463 3879225 4060177 48925945 7819732 41106213 149712 147255 221979 392718 928232 1839896 10299 10299 50776140 159362 0.80960 0.82490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 10,299. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7322126 443557 1082599 177731 8670551 7262210 60481 -30633 4823 -34891 7322126 4556955 2598215 231826 124786 7262210 4344813 254134 44216 86208 4556955 3788963 270184 615607 329941 4344813 0.09076 0.60494 0.30430 0 0 22240 22240 0 0 DUE FROM AFFILIATES 713376 GRANT ADVANCES 2295580 3008956 INTERCOMPANY PAYABLES 1545637 1545637 X PART V, LINE 4: ALL ENDOWMENT FUNDS ARE USED TO FUND PROGRAMS CONSISTENT WITH DONOR INTENT AND THE FOUNDATION'S MISSION. ALL INVESTMENT EARNINGS ARE TO BE USED IN SIMILAR FASHION. PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XII, LINE 4B - OTHER ADJUSTMENTS: RETURNED AND REFUNDED GRANTS ADJUSTMENT 1 AMERICAN ASSOCIATION OF COLLEGES OF NURSING 655 K STREET NW SUITE 750 WASHINGTON DC 20001 520971333 501(C)(3) 1004109 0 REIMAGINING NURSING INITIATIVE AMERICAN NURSES ASSOCIATION 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 131893923 501(C)(6) 620076 0 STRYKER INNOVATION AWARD BAYCARE HEALTH SYSTEM INC 2985 DREW ST CLEARWATER FL 33759 592796965 FOR-PROFIT ENTITY 69338 0 MENTAL HEALTH-STRESS FIRST AID BOSTON COLLEGE 140 COMMONWEALTH AVE 129 LAKE - ROOM 440 CHESTNUT HILL MA 02467 042103545 501(C)(3) 392040 0 REIMAGINING NURSING INITIATIVE CHAMBERLAIN UNIVERSITY LLC 500 W MONROE ST SUITE 28 CHICAGO IL 60661 202452330 FOR-PROFIT ENTITY 360718 0 REIMAGINING NURSING INITIATIVE CHRISTIANA CARE HEALTH SERVICES INC 200 HYGEIA DR SUITE 2400 NEWARK DE 19713 510103684 501(C)(3) 636224 0 REIMAGINING NURSING INITIATIVE EMORY UNIVERSITY 1599 CLIFTON RD 4TH FL ATLANTA GA 30322 580566256 501(C)(3) 666833 0 REIMAGINING NURSING INITIATIVE INDIANA UNIVERSITY HEALTH INC 250 N SHADELAND AVE INDIANAPOLIS IN 46219 351955872 501(C)(3) 24030 0 MENTAL HEALTH-STRESS FIRST AID NAVI NURSES 515 E GRANT ST SUITE 150 PHOENIX AZ 85004 881324344 FOR-PROFIT ENTITY 389033 0 REIMAGINING NURSING INITIATIVE NURSES ON BOARDS COALITION 508 FROST WOODS RD MONONA WI 53716 821962611 501(C)(3) 64646 0 LEADERSHIP-NURSES ON BOARDS OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAME JACKSON PARK RD PORTLAND OR 97239 931176109 501(C)(3) 410170 0 REIMAGINING NURSING INITIATIVE REFUGEEONE 6008 N CALIFORNIA AVE CHICAGO IL 60659 363817743 501(C)(3) 31555 0 GENERAL SUPPORT REGENTS OF THE UNIVERSITY OF MICHIGAN 1109 GEDDES AVE SUITE 3300 ANN ARBOR MI 48109 386006309 501(C)(3) 70388 0 NURSING RESEARCH REGENTS OF THE UNIVERSITY OF CALIFORNIA - LOS ANGELES 1111 FRANKLIN ST 12TH FLOOR OAKLAND CA 94607 956006143 501(C)(3) 100000 0 NURSING RESEARCH THE OHIO STATE UNIVERSITY 901 WOODY HAYES DR 2020 BLANKENSHIP HALL COLUMBUS OH 43210 316025986 501(C)(3) 374030 0 REIMAGINING NURSING INITIATIVE TRUSTEES OF COLUMBIA UNIVERSITY 630 WEST 168TH ST BOX 49 NEW YORK NY 10032 135598093 501(C)(3) 588108 0 REIMAGINING NURSING INITIATIVE UNIVERSITY OF MINNESOTA 2221 UNIVERSITY AVE SE SUITE 100 MINNEAPOLIS MN 55414 416007513 501(C)(3) 347874 0 REIMAGINING NURSING INITIATIVE UNIVERSITY OF SOUTH ALABAMA 307 N UNIVERSITY BLVD MOBILE AL 36688 630477348 501(C)(3) 35755 0 MENTAL HEALTH-STRESS FIRST AID WAKE FOREST UNIVERSITY HEALTH SCIENCES 1834 WAKE FOREST RD WINSTONSALEM NC 27109 560532138 501(C)(3) 10185 0 MENTAL HEALTH-STRESS FIRST AID 15 4 TRAVEL AWARD 12 5214 PART I, LINE 2: EACH GRANTEE IS REQUIRED TO SUBMIT A REGULAR PROGRESS REPORT, WHICH IS REVIEWED BY THE FOUNDATION STAFF AND COMPARED WITH THE PROPOSED MILESTONES SUBMITTED WITH THE ORIGINAL GRANT APPLICATION. ANY PROBLEMS OR ISSUES IDENTIFIED BY THE GRANTEE AND/OR FOUNDATION STAFF ARE RESOLVED TO OUR MUTUAL SATISFACTION HOWEVER, IF A CONSENSUS CANNOT BE REACHED OR IF THE APPARENT PROGRESS IS NOT SATISFACTORY IN THE OPINION OF THE FOUNDATION STAFF, THE GRANT IS TERMINATED WITH A SHORT PHASE OUT PERIOD. EACH GRANTEE IS REQUIRED TO SUBMIT A REGULAR FINANCIAL REPORT DETAILING GRANT EXPENDITURES ACCORDING TO THEIR APPROVED GRANT BUDGET. FOUNDATION STAFF REVIEW EACH FINANCIAL REPORT FOR ADHERENCE TO BUDGETED EXPENDITURES IN EACH CATEGORY. IF DETERMINED APPROPRIATE AND WITH PROPER DOCUMENTATION, A REQUEST FOR CARRYOVER OF UNEXPENDED FUNDS TO THE NEXT FISCAL YEAR IS REVIEWED AND APPROVED ON A CASE-BY-CASE BASIS. 0 0 0 0 0 0 0 0 0 LORESSA COLE ANA ENTERPRISE CEO (TO 12/2023) 0 442775 0 600 0 7122 0 22454 0 20746 0 493697 0 0 DANIEL WARCO ANA ENTERPRISE CFO 0 322687 0 600 0 1242 0 22824 0 10884 0 358237 0 0 KAREN SOMERVILLE ANA ENTERPRISE COO 0 296810 0 600 0 2322 0 20926 0 10701 0 331359 0 0 CATHERINE JUDGE EXECUTIVE DIRECTOR, ANF 252374 0 600 0 3677 0 17904 0 0 0 274555 0 0 0 KAREN SCHOFIELD-LECA DIR, DEVELOPMENT (TO 11/2023) 0 151179 0 600 0 1391 0 6486 0 29821 0 189477 0 0 PART I, LINE 3 FOR THE PURPOSES OF DETERMINING COMPENSATION, THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION TO ESTABLISH COMPENSATION OF THE CEO AND OTHER OFFICERS. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS; THEY INCLUDE USE OF A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. JOBS AND SALARY GRADES ARE BENCHMARKED TO ENSURE THAT THE ORGANIZATION REMAINS COMPETITIVE IN THE CURRENT LABOR MARKET. ALL UNION POSITIONS ARE COVERED BY THE UNION CONTRACT. THESE PROCESSES ARE DOCUMENTED AND HELD IN THE HUMAN RESOURCES DEPARTMENT BY THE DIRECTOR OF HUMAN RESOURCES. FORM 990, PART V, LINE 2A THE NUMBER ON PART V, LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES OF ANF THAT WERE REPORTED ON THE FORM W-3 OF AMERICAN NURSES ASSOCIATION (ANA), A RELATED ORGANIZATION AND THE COMMON PAYMASTER. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS A STANDING COMMITTEE COMPOSED OF THE ELECTED OFFICERS OF THE BOARD INCLUDING THE CHAIR, VICE-CHAIR, AND SECRETARY/TREASURER. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR TRANSACTING ROUTINE BUSINESS AND EMERGENCY BUSINESS AS NECESSARY TO FACILITATE THE MISSION OF THE FOUNDATION. THE COMMITTEE WILL REPORT ALL BUSINESS TRANSACTED TO THE BOARD AT THE NEXT MEETING. EXECUTIVE COMMITTEE MEETINGS WILL BE CALLED BY THE FOUNDATION CHAIR OR AT THE WRITTEN REQUEST OF ANY TWO MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF AMERICAN NURSES FOUNDATION, INC. (THE FOUNDATION) ARE THE MEMBERS OF THE BOARD OF DIRECTORS OF ANA. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS SERVE AS THE OFFICIAL VOTING BODY OF THE FOUNDATION AND APPOINT THE BOARD OF TRUSTEES AND DESIGNATE THE OFFICERS FOR THE FOUNDATION BASED ON A MAJORITY VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT VERSION OF THE FEDERAL FORM 990 IS REVIEWED IN DETAIL BY THE CHIEF OPERATING OFFICER AND CONTROLLER TO ENSURE THAT THE DETAILS TIE TO THE AUDITED FINANCIAL STATEMENTS AND APPROPRIATELY REPRESENT ALL FINANCIAL ACTIVITIES OF ANF. A COPY OF THE DRAFT FEDERAL FORM 990 IS DISTRIBUTED TO THE CEO, EXECUTIVE DIRECTOR AND MEMBERS OF THE ANF BOARD PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS FOR THE FOUNDATION SIGN DISCLOSURE STATEMENTS UPON ELECTION OR APPOINTMENT AND ARE REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR. THE FOUNDATION'S EXECUTIVE DIRECTOR IN COLLABORATION WITH OFFICE OF GENERAL COUNSEL AND ANA'S CHIEF OPERATING OFFICER MAKE DETERMINATIONS OF CONFLICTS OF INTEREST. ANY CONFLICTED INDIVIDUAL TAKES NO PART IN THE DISCUSSION OF THE ISSUE OR THE VOTING ON THE ISSUE. THE MINUTES REFLECT REFERENCES TO AND DECISIONS ABOUT CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION A: THE FOUNDATION DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF ANA, A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(6). ANA AND THE FOUNDATION HAVE ENTERED INTO A COST SHARING ARRANGEMENT UNDER WHICH THE FOUNDATION REIMBURSES ANA FOR THE FOUNDATION'S ALLOCABLE SHARE OF THE COMPENSATION OF CERTAIN EMPLOYEES FOR PERFORMING SERVICES PROVIDED TO THE FOUNDATION. COMPENSATION REIMBURSED BY THE FOUNDATION IS NOT ADDITIVE TO THE COMPENSATION REPORTED BY ANA. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 226,428. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 226,428. LEADERSHIP DEVELOPMENT: PROGRAM SERVICE EXPENSES 10,408. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,408. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 412,214. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 459,996. TOTAL EXPENSES 872,210. FORM 990, PART XI, LINE 9: PENSION DISTRIBUTION TO ANA -40,000. AMERICAN NURSES ASSOCIATION 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 131893923 PROFESSIONAL ORGANIZATION FOR REGISTERED NURSES DC 501(C)(6) 0 AMERICAN NURSES CREDENTIALING CENTER 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 431565726 CREDENTIALING FOR REGISTERED NURSES, HEALTH FACILITY ACCREDITATION DC 501(C)(6) AMERICAN NURSES ASSOCIATION INC 0 AMERICAN ACADEMY OF NURSING 1000 VERMONT AVENUE NW SUITE 910 WASHINGTON DC 20005 522213870 PROVIDE VISIONARY LEADERSHIP TO THE NURSING PROFESSION AND THE PUBLIC DC 501(C)(3) LINE 7 AMERICAN NURSES ASSOCIATION INC 0 INSTITUTE FOR NURSING RESEARCH AND EDUCATION 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 263121515 INACTIVE SUBSIDIARY DC 501(C)(3) LINE 7 AMERICAN NURSES ASSOCIATION INC 0 AMERICAN NURSES ASSOCIATION PAC 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 521254413 POLITICAL ACTION COMMITTEE DC 527 AMERICAN NURSES ASSOCIATION INC 0 ANA SERVICE CORPORATION INC 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 542179203 INACTIVE SUBSIDIARY DC N/A C 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 AMERICAN NURSES ASSOCIATION INC B 620076 BOOK VALUE AMERICAN NURSES CREDENTIALING CENTER C 181117 BOOK VALUE AMERICAN NURSES ASSOCIATION INC M 2295848 BOOK VALUE AMERICAN NURSES ASSOCIATION INC N 275803 BOOK VALUE AMERICAN NURSES ASSOCIATION INC O 1544713 BOOK VALUE