AMERICAN NURSES ASSOCIATION- MICHIGAN: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: AMERICAN NURSES ASSOCIATION- MICHIGAN (EIN 20-3643568)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-06-13
IRS object ID: 202411659349301501
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule C
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-06-13T09:38:10-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	471187654	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HOERNER & GEER CPAS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	150 W BROAD ST	AddressLine1Txt
City	CHESANING	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	486161203	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	203643568	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AMERICAN NURSES ASSOCIATION	BusinessNameLine1Txt
Business Name Line2	MICHIGAN	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	AMER	BusinessNameControlTxt
Phone	5173255308	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2501 JOLLY RD SUITE 110	AddressLine1Txt
City	OKEMOS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48864	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TOBI LYON	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	5173255308	PhoneNum
Signature	2024-05-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	TONI LYON	PersonFirstNm
Person Last	MOORE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AMY L GEER	PreparerPersonNm
PTIN	P01282287	PTIN
Phone	9898453232	PhoneNum
Preparation	2024-06-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	TOBI LYON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2501 JOLLY RD SUITE 110	AddressLine1Txt
City	OKEMOS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48864	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$274,148	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.ANA-MICHIGAN.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2005	FormationYr
Activity Or Mission	THE ORGANIZATION OF NON-UNION REGISTERED NURSES IN THE STATE OF MICHIGAN STRIVES TO PROVIDE EDUCATION AND MENTORING SERVICES TO MEMBERS.	ActivityOrMissionDesc
Voting Members Governing Body	3167	VotingMembersGoverningBodyCnt
Voting Members Independent	3167	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	54	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$260,142	PYContributionsGrantsAmt
CY Contributions Grants	$255,466	CYContributionsGrantsAmt
PY Program Service Revenue	$31,108	PYProgramServiceRevenueAmt
CY Program Service Revenue	$18,570	CYProgramServiceRevenueAmt
PY Investment Income	$66	PYInvestmentIncomeAmt
CY Investment Income	$112	CYInvestmentIncomeAmt
PY Other Revenue	$100	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$291,416	PYTotalRevenueAmt
CY Total Revenue	$274,148	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$312,174	PYOtherExpensesAmt
CY Other Expenses	$273,177	CYOtherExpensesAmt
PY Total Expenses	$312,174	PYTotalExpensesAmt
CY Total Expenses	$273,177	CYTotalExpensesAmt
PY Revenues Less Expenses	-$20,758	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$971	CYRevenuesLessExpensesAmt
Total Assets BOY	$126,711	TotalAssetsBOYAmt
Total Assets EOY	$145,222	TotalAssetsEOYAmt
Total Liabilities EOY	$1,350	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$126,711	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$143,872	NetAssetsOrFundBalancesEOYAmt
Mission	ADVANCING THE NURSING PROFESSION IN MICHIGAN.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	HELD CONFERENCES THAT PROVIDED EDUCATIONAL SERVICES TO MEMBERS AND OTHER ATTENDEES.	Desc
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	Yes (true)	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	Yes (true)	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	3167	GoverningBodyVotingMembersCnt
Independent Voting Member	3167	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TOBI LYON	PersonNm
Phone	5173255308	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2501 JOLLY RD SUITE 110	AddressLine1Txt
City	OKEMOS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48864	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
BRIDGET LENONARD
PRESIDENT	1.00	Yes (X)	$0	$0	$0
BARBARA MEDVEC
PRESIDENT-EL	1.00	Yes (X)	$0	$0	$0
JULIA STOCKER SCHNEIDER
PAST PRESIDE	1.00	Yes (X)	$0	$0	$0
ALEXA ANDERSEN
NEWLY LICENS	1.00		$0	$0	$0	Yes (X)
JULIE BULSON
TREASURER	1.00		$0	$0	$0	Yes (X)
GERARDO INFANTE
DIRECTOR	1.00		$0	$0	$0	Yes (X)
TOBI LYON
EXECUTIVE DI	0.50		$0	$0	$0	Yes (X)
JOSH MERINGA
DIRECTOR	1.00		$0	$0	$0	Yes (X)
KRISTEN MUNYAN
DIRECTOR	1.00		$0	$0	$0	Yes (X)
BETHANY SKILLEN
DIRECTOR	1.00		$0	$0	$0	Yes (X)
NADINE WODWASKI
SECRETARY	1.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Field	Value	IRS element (for citing)
Person	NGAGE MANAGEMENT	PersonNm

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2501 JOLLY RD SUITE 110	AddressLine1Txt
City	OKEMOS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48864	ZIPCd

Field	Value	IRS element (for citing)
Services	MANAGEMENT	ServicesDesc
Compensation	$168,000	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Membership Dues	$255,466	MembershipDuesAmt
Total Contributions	$255,466	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NEWSPAPER	$7,322	$7,322
NSO	$4,000	$4,000
CAREER CENTER	$3,118	$3,118
PARTNERSHIP PROGRAM-CNPP	$3,000	$3,000
PERSONAL BENEFIT PROGRAM	$685	$685

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$445	TotalRevenueColumnAmt
Related Or Exempt Func Income	$445	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$18,570	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$112	TotalRevenueColumnAmt
Exclusion	$112	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$274,148	TotalRevenueColumnAmt
Related Or Exempt Func Income	$18,570	RelatedOrExemptFuncIncomeAmt
Exclusion	$112	ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$168,000	TotalAmt
Program Services	$168,000	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$595	TotalAmt
Program Services	$595	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$725	TotalAmt
Program Services	$725	ProgramServicesAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$45,000	TotalAmt
Program Services	$45,000	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,265	TotalAmt
Program Services	$1,265	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$5,730	TotalAmt
Program Services	$5,730	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,613	TotalAmt
Program Services	$3,613	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$21,323	TotalAmt
Program Services	$21,323	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,189	TotalAmt
Management And General	$1,189	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
TECHNOLOGY HOSTING	$14,512	$14,512
COMMITTEES	$5,323	$5,323
DUES AND SUBSCRIPTIONS	$2,235	$2,235
TELEPHONE	$2,112	$2,112

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,555	TotalAmt
Program Services	$1,555	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$273,177	TotalAmt
Program Services	$271,988	ProgramServicesAmt
Management And General	$1,189	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$4,940	BOYAmt
EOY	$1,441	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$10,504	BOYAmt
EOY	$3,416	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$12,908	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$111,267	BOYAmt
EOY	$127,457	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$126,711	BOYAmt
EOY	$145,222	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
EOY	$1,350	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,350	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$126,711	BOYAmt
EOY	$143,872	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$126,711	BOYAmt
EOY	$143,872	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$126,711	BOYAmt
EOY	$145,222	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$971	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$16,190	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Substantially All Dues Nonded	false	SubstantiallyAllDuesNondedInd
Only In House Lobbying	false	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	false	AgreeCarryoverPriorYearInd
Dues Assessments	$257,793	DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY	$45,000	NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot	$45,000	NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc	$45,000	AggregateReportedDuesNtcAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6	TO PROVIDE EDUCATIONAL AND MENTORING SERVICES TO MEMBERS.
FORM 990, PAGE 6, PART VI, LINE 11B	THE 990 IS DISCUSSED DURING A BOARD MEETING. COPIES OF THE 990 ARE EMAILED TO EACH BOARD MEMBER A WEEK IN ADVANCE OF THIS MEETING.
FORM 990, PAGE 6, PART VI, LINE 12C	THE POLICY IS MONITORED AT EVERY BOARD MEETING
FORM 990, PAGE 6, PART VI, LINE 19	AVAILABLE UPON REQUEST.