2024-11-04T12:22:57-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2023-01-01 131882322 ASSOCIATION OF OPERATING ROOM NURSES INC ASSO 3037556300 2170 SOUTH PARKER ROAD SUITE 300 DENVER CO 802315711 JAMES COUSIN II CFO 3037409400 2024-11-04 1 0 RYAN C HARRIS P00614618 3037409400 2024-10-29 2023 2024-10-15 13:58:12Z LINDA GROAH 2170 SOUTH PARKER ROAD SUITE 300 DENVER CO 802315711 43921314 0 X WWW.AORN.ORG X 1971 CO TO PROVIDE PRACTICE SUPPORT AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO PERIOPERATIVE NURSES. 12 10 182 180 3925530 0 0 0 32405300 32242497 5574157 839067 4064143 8973483 42043600 42055047 332252 57648 0 0 21289249 22614142 0 0 0 13283613 13663537 34905114 36335327 7138486 5719720 45285573 51417842 18687346 17345237 26598227 34072605 OUR MISSION IS TO PROMOTE SAFETY AND OPTIMAL OUTCOMES FOR PATIENTS UNDERGOING OPERATIVE AND OTHER INVASIVE PROCEDURES BY PROVIDING PRACTICE SUPPORT AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO PERIOPERATIVE NURSES. 0 0 ANNUAL SURGICAL CONFERENCE AND EXPO - PERIOPERATIVE PROFESSIONALS ATTENDED THE CONFERENCE THAT BENEFITS MEMBERS BY EXPANDING THEIR EDUCATION AND CONNECTIONS WITH COLLEAGUES AND INDUSTRY PARTNERS OUTPATIENT SURGERY DIVISION - CONNECTS VENDORS TO DECISION-MAKERS RESPONSIBLE FOR AMBULATORY SURGICAL PRODUCT SELECTION. MAGAZINE PROVIDES CREDIBLE, CURRENT INFORMATION AND HELPS AMBULATORY FACILITY LEADERS EFFECTIVELY AND EFFICIENTLY NAVIGATE THE PRODUCT LANDSCAPE. MEMBERSHIP - PROVIDES THE NECESSARY PROMOTION, GUIDANCE AND SUPPORTIVE MAINTENANCE FOR THE MEMBERS 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 192 0 1 182 1 1 1 0 0 0 0 0 0 0 X 12 10 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X JAMES COUSIN II 3037556300 2170 S PARKER ROAD DENVER CO 802315711 VANGIE DENNIS END 42023 PRESIDENT 1.00 X X 0 0 0 ELIZABETH PINCUS BEGIN 42023 PRESIDENT 1.00 X X 72800 0 0 DARLENE MURDOCK BEGIN 42022 VICE PRESIDENT 1.00 X X 0 0 0 NAKEISHA ARCHER BEGIN 42023 PRESIDENT-ELECT 1.00 X X 43300 0 0 JAMIE RIDOUT BEGIN 42022 SECRETARY 1.00 X X 0 0 0 LISA BAILEY DIRECTOR 1.00 X 0 0 0 BILL DUFFY END 42023 DIRECTOR 1.00 X 0 0 0 DEBORAH MARIE EBERT DIRECTOR 1.00 X 0 0 0 HEIDI NANAVATI BEGIN 2023 TREASURER 1.00 X X 0 0 0 MEGAN NOLAN DIRECTOR 1.00 X 0 0 0 REBECCA VORTMAN DIRECTOR 1.00 X 0 0 0 KAREN WHITE-EDWARDS DIRECTOR 1.00 X 0 0 0 LAURA A GAYTON BEGIN 42023 DIRECTOR 1.00 X 0 0 0 DAVID REINHART BEGIN 042023 DIRECTOR 1.00 X 0 0 0 TRACEY H PENALOZA BEGIN 042023 DIRECTOR 1.00 X 0 0 0 LINDA GROAH CEO/EXECUTIVE DIRECTOR 40.00 X 544475 0 13174 JAMES COUSIN CHIEF FINANCIAL OFFICER AN 40.00 X 460349 0 21597 MAUREEN GIRARD VICE PRESIDENT SALES, MEDICAL PRODUCTS & SOLUTIONS 40.00 X 231158 0 12972 RENAE BATTIE VICE PRESIDENT NURSING 40.00 X 281449 0 18024 THERESA AVITABLE VP, INDUSTRY EDUCATION/SOLUTIONS & SALES 40.00 X 297423 0 14606 MICHELE L GROVE SENIOR ACCOUNT EXECUTIVE, CUSTOMER SUCCESS MANAGER 40.00 X 214265 0 14372 JANICE KELLY PRESIDENT, AORN SYNTEGRITY 1.00 40.00 X 225899 0 12620 MICHELLE KINNISON DIRECTOR, HCO 40.00 X 236810 0 8253 CHAD KEMPLIN SENIOR ACCOUNT EXECUTIVE 40.00 X 212247 0 19359 BEATRICE EBELING SR. DIRECTOR, OUTPATIENT SURGERY PUBLICATIONS 40.00 X 227180 0 11937 3047355 0 146914 89 0 1 0 FREEMAN - TX PO BOX 660613 PO BOX 734596 DALLAS TX 752660613 EXPO CONFERENCE SET UP 1170685 NIMBLEUSER DEPT 2145 PO BOX 122145 DALLAS TX 753122145 AMS DESIGN 825345 RK CULINARY GROUP 900 E MARKET STREET SAN ANTONIO TX 78205 EXPO CATERING 760216 SHI INTERNATIONAL PO BOX 952121 DALLAS TX 753952121 CLOUD SOFTWARE 470060 TECH MAHINDRA HSBC BANK USA452 5TH AVE NEW YORK CITY NY 10018 ADDITONAL PROGRAMMING SUPPORT FOR IT 250480 26 EDUCATIONAL PRODUCTS 900004 14226460 11922071 2304389 EXPO 900099 9401437 8892879 348956 159602 MEMBERSHIP SERVICES 900099 4199910 4066383 127997 5530 OUTPATIENT SURGERY DIV 900099 3481450 868498 2612952 PERIODICALS 900099 798445 225320 573125 134795 62358 72437 32242497 1396306 1396306 1103600 44576 1636794 68621 -533194 -24045 -557239 -557239 3142961 160852 2982109 2982109 EXPO RELOCATION INSURA 900099 4949079 4949079 SUBSIDIARY INCOME 900001 779795 779795 MARKET RESEARCH 900001 262500 262500 5991374 42055047 26817304 3925530 11312213 57648 2011328 17278707 482456 1444668 1396983 67334 118515 243962 28770 861144 743012 754447 1724258 1095534 932001 1081081 815673 173908 VENDOR SERVICES 3377101 HONORARIUM 525069 CREDIT CARD FEES 463611 EMPLOYEE SERVICES 298075 360042 36335327 7457672 4329245 6426995 15237220 3114439 2943696 43263 25821 2913006 2704540 5888971 3516566 899529 2372405 14683172 16625407 1279685 959479 3463872 3240737 5003940 2979292 45285573 51417842 3372565 3746850 11879628 11088400 3435153 2509987 18687346 17345237 X 26598227 34072605 26598227 34072605 45285573 51417842 X 5719720 1926945 -172287 X 0 1 X 1 0 0 0 0 3821177 381513 444757 826270 577058 249212 178704 38807 139897 3787594 1821438 1966156 1922673 1656321 266352 2372405 INTERCOMPANY ACCOUNT 451559 WORK IN PROGRESS 101022 RIGHT-OF-USE OPERATING LEASE ASSETS 2426711 2979292 NONQUALIFIED COMPENSATION PLAN 26561 OPERATING LEASE LIABILITIES 2483426 2509987 X 43941787 1926945 160852 2087797 41853990 28770 172287 201057 42055047 36467409 160852 160852 36306557 28770 28770 36335327 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 160,852. PART XI, LINE 4B - OTHER ADJUSTMENTS: IMPAIRMENT LOSS 172,287. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 160,852. 1 AORN FOUNDATION 2170 SOUTH PARKER ROAD DENVER CO 802315711 841193583 501(C)(3) 45000 0 GENERAL OPERATING SUPPORT DENVER SCHOLARSHIP FOUNDATION 789 SHERMAN STREET NO 610 DENVER CO 80203 205143175 501(C)(3) 10000 0 SCHOLARSHIPS 2 PART I, LINE 2: THE RECIPIENT IS A RELATED ENTITY WHICH ALLOWS AORN TO ENSURE THE GRANT IS BEING USED FOR ITS INTENDED PURPOSE. 1 X X X X 0 0 0 LINDA GROAH CEO/EXECUTIVE DIRECTOR 485072 0 59403 0 0 0 9900 0 3274 0 557649 0 0 0 JAMES COUSIN CHIEF FINANCIAL OFFICER AN 410813 0 49536 0 0 0 9900 0 11697 0 481946 0 0 0 THERESA AVITABLE VP, INDUSTRY EDUCATION/SOLUTIONS & S 276238 0 21185 0 0 0 5121 0 9485 0 312029 0 0 0 RENAE BATTIE VICE PRESIDENT NURSING 263919 0 17530 0 0 0 8407 0 9617 0 299473 0 0 0 MICHELLE KINNISON DIRECTOR, HCO 212020 0 24790 0 0 0 7065 0 1188 0 245063 0 0 0 MAUREEN GIRARD VICE PRESIDENT SALES, MEDICAL PRODUC 205674 0 25484 0 0 0 7104 0 5868 0 244130 0 0 0 BEATRICE EBELING SR. DIRECTOR, OUTPATIENT SURGERY PUB 215680 0 11500 0 0 0 3776 0 8161 0 239117 0 0 0 JANICE KELLY PRESIDENT, AORN SYNTEGRITY 207552 0 18347 0 0 0 5875 0 6745 0 238519 0 0 0 CHAD KEMPLIN SENIOR ACCOUNT EXECUTIVE 175479 0 36768 0 0 0 6671 0 12688 0 231606 0 0 0 MICHELE L GROVE SENIOR ACCOUNT EXECUTIVE, CUSTOMER S 136296 0 77969 0 0 0 6746 0 7626 0 228637 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A IN ACCORDANCE WITH THE ASSOCIATION'S BOARD POLICY, THE PRESIDENT AND PRESIDENT-ELECT WILL BE AWARDED AN HONORARIUM TO COVER LOST WAGES/LOST WORKDAYS FOR THEIR YEAR OF SERVICE. A MINIMUM HONORARIUM OF $72,800 FOR THE PRESIDENT AND $43,300 FOR THE PRESIDENT-ELECT. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THE FOLLOWING CLASSES OF MEMBERS: -VOTING MEMBERS -NON-VOTING MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE VOTING MEMBERS HAVE THE RIGHT TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ITEMS ARE SUBJECT TO APPROVAL BY THE VOTING MEMBERS OF THE ORGANIZATION: 1) CHANGES TO AORN BYLAWS 2) POSITION STATEMENTS 3) DUES INCREASES GREATER THAN $10.00 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS BY EMAIL FOR THEIR REVIEW WITH A FOLLOW-UP CONFERENCE CALL FOR DISCUSSION OF ANY QUESTIONS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DURING INITIAL ORIENTATION FOR NEW BOARD MEMBERS AND AGAIN AT THE ANNUAL BOARD MEETING, THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD MEMBERS. EACH YEAR, BOARD MEMBERS ARE ASKED TO COMPLETE AN ACKNOWLEDGEMENT OF RECEIPT AND DISCLOSURE FORM RELATED TO THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS OR POTENTIAL CONFLICTS. A REMINDER OF THE CONFLICT OF INTEREST POLICY IS A STANDING AGENDA ITEM AT EACH BOARD MEETING THROUGHOUT THE YEAR. BOARD MEMBERS REGULARLY RECUSE THEMSELVES FROM VOTING ON MATTERS WHERE A POTENTIAL CONFLICT MAY OR DOES EXIST. EMPLOYEES ARE REQUIRED BY THE CONFLICT INTEREST POLICY IN THE EMPLOYEE HANDBOOK TO DISCLOSE ALL REAL, PERCEIVED AND POTENTIAL CONFLICTS IN ADVANCE OF CONDUCTING ANY BUSINESS OR OTHER TRANSACTIONS WITH RELATED PARTIES OR OTHER ORGANIZATIONS IN WHICH THE EMPLOYEE HAS A FINANCIAL INTEREST AND/OR SERVES AS AN EMPLOYEE, ADVISOR, OFFICER OR DIRECTOR. EXECUTIVE EMPLOYES MAKE AN ANNUAL WRITTEN DISCLOSURE OF KNOWN POTENTIAL CONFLCTS. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR/CEO: THE DIRECTOR OF HUMAN RESOURCES PROVIDES THE BOARD COMPENSATION COMMITTEE WITH EXTENSIVE COMPENSATION BENCHMARKING DATA FOR BASE AND VARIABLE PAY, WHICH IS OBTAINED FROM A MINIMUM OF FOUR SALARY SURVEY SOURCES WHICH ARE COMMENSURATE WITH THE ROLE AND BASED ON ORGANIZATIONS OF SIMILAR SIZE, REVENUES, AND GEOGRAPHIC LOCATION, AND ED/CEO COMPENSATION IS APPROVED BY THE BOARD. ANY ANNUAL INCREASES AND BONUS COMPENSATION IS SIMILARLY RECOMMENDED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE BOARD BASED ON BENCHMARKING DATA AND THE ED/CEO'S EMPLOYMENT AGREEMENT. ALL OTHER OFFICERS AND KEY EMPLOYEES: FOR INITIAL HIRES, THE INTERNAL COMPENSATION COMMITTEE (ED/CEO, HR DIRECTOR, AND CFO) DETERMINE A COMPENSATION RANGE COMMENSURATE WITH THE ROLE BASED ON COMPENSATION DATA FROM MULTIPLE BENCHMARKING SURVEYS AND STATISTICS FROM ORGANIZATIONS OF SIMILAR SIZE, REVENUES, AND GEOGRAPHIC LOCATION. THEREAFTER AND ANNUALLY, THE ORGANIZATION PERFORMS ANNUAL COMPENSATION BENCHMARKING FOR ALL POSITIONS USING MULTIPLE SALARY SURVEYS TO DETERMINE BOTH ANY ANNUAL INCREASE AND MARKET ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS ARE POSTED ON AORN'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON AORN'S WEBSITE. FORM 990, PART XI, LINE 9: INTANGIBLE IMPAIRMENT -172,287. AORN FOUNDATION 2170 SOUTH PARKER ROAD DENVER CO 80231 841193583 SEE PART VII CO 501(C)(3) LINE 7 N/A 1 AORN SYNTEGRITY 2170 SOUTH PARKER ROAD STE 300 DENVER CO 80231 814851472 INFORMATION SERVICES CO AORN C 2381135 1591574 1.00000 1 0 0 1 0 0 1 0 0 0 1 0 1 0 1 1 0 1 0 0 AORN SYNTEGRITY Q 721801 FMV AORN SYNTEGRITY O 930450 FMV AORN SYNTEGRITY L 208828 FMV AORN SYNTEGRITY F 1100000 FMV AORN FOUNDATION O 351234 FMV AORN FOUNDATION C 1133370 FMV AORN FOUNDATION Q 417852 FMV