2023-10-16T08:28:49-05:00 2022-12-31 381357951 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2022-01-01 131882322 ASSOCIATION OF OPERATING ROOM NURSES INC ASSO 3037556300 2170 SOUTH PARKER ROAD SUITE 300 DENVER CO 802315711 JAMES COUSIN II CFO 3037409400 2023-10-11 1 JAMES COUSIN II 999009999 1 RYAN C HARRIS P00614618 3037409400 2023-10-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDA GROAH 2170 SOUTH PARKER ROAD SUITE 300 DENVER CO 802315711 45197578 0 X WWW.AORN.ORG X 1971 CO TO PROVIDE PRACTICE SUPPORT AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO PERIOPERATIVE NURSES. 12 10 180 180 4699737 0 0 0 21509526 32405300 607219 5574157 11262549 4064143 33379294 42043600 249845 332252 0 0 20074718 21289249 0 0 0 9196877 13283613 29521440 34905114 3857854 7138486 38056057 45285573 15838533 18687346 22217524 26598227 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 EDUCATION - RESOURCES FOR NURSING PROFESSIONALS TO OBTAIN INFORMATION, RESEARCH AND TRAINING FOR THE PERIOPERATIVE SETTING. 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 1 145 0 1 180 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 HOLLY S ERVINE END 42022 PRESIDENT 1.00 X X 0 0 0 VANGIE DENNIS BEGIN 42022 PRESIDENT 1.00 X X 58300 0 0 ELIZABETH PINCUS BEGIN 42022 PRESIDENT -ELECT 1.00 X X 34650 0 0 DARLENE MURDOCK BEGIN 42022 VICE PRESIDENT 1.00 X X 0 0 0 NAKEISHA ARCHER TREASURER 1.00 X X 0 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 DIRECTOR 1.00 X 0 0 0 DEBORAH EBERT DIRECTOR 1.00 X 0 0 0 HEIDI NANAVATI DIRECTOR 1.00 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 STEPHEN BALOG END 42022 DIRECTOR 1.00 X 0 0 0 BRANDY MILLER END 42022 DIRECTOR 1.00 X 0 0 0 KRISTY SIMMONS END 42022 DIRECTOR 1.00 X 0 0 0 LINDA GROAH CEO/EXECUTIVE DIRECTOR 40.00 X 518962 0 12282 JAMES COUSIN CHIEF FINANCIAL OFFICER AND CHIEF DIVERSITY OFFICE 40.00 X 411212 0 28737 MAUREEN GIRARD VICE PRESIDENT SALES, MEDICAL PRODUCTS & SOLUTIONS 40.00 X 315733 0 22216 RENAE BATTIE VICE PRESIDENT NURSING 40.00 X 270652 0 22606 THERESA AVITABLE VICE PRESIDENT, PFIEDLER DIVISION 40.00 X 239610 0 13928 JAMES SONDRUP SENIOR ACCOUNT EXECUTIVE, INDUSTRY 40.00 X 252481 0 26804 JANICE KELLY PRESIDENT, AORN SYNTEGRITY INC 1.00 40.00 X 239302 0 15543 MICHELLE KINNISON DIRECTOR, HCO 40.00 X 238009 0 8284 ANDREA DEWES SENIOR ACCOUNT EXECUTIVE, INDUSTRY 40.00 X 217368 0 14719 BEATRICE EBELING OSD DIRECTOR 40.00 X 213838 0 13654 3010117 0 178773 85 0 1 0 FREEMAN - TX PO BOX 660613 PO BOX 734596 DALLAS TX 752660613 EXPO CONFERENCE SET UP 1550175 NIMBLEUSER DEPT 2145 PO BOX 122145 DALLAS TX 753122145 AMS DESIGN 783675 PROGRESS SOFTWARE PO BOX 84-5828 BOSTON MA 022845828 SITEFINITY WEB DESIGN 526626 CENTERPLATE 900 CONVENTION CENTER BLVD NEW ORLEANS LA 70130 EXPO CATERING 470554 TECH MAHINDRA HSBC BANK USA452 5TH AVE NEW YORK CITY NY 10018 ADDITONAL PROGRAMMING SUPPORT FOR IT 433628 24 EDUCATIONAL PRODUCTS 900004 15404684 13211691 2192993 EXPO 900099 8828768 8251039 428721 149008 MEMBERSHIP SERVICES 900099 4033076 3835273 146326 51477 OUTPATIENT SURGERY DIV 900099 2797628 39822 2757806 PERIODICALS 900099 1270112 218132 1051980 71032 2103 1975 66954 32405300 376684 376684 9625 24816 -15191 -15191 -15191 32138 8091654 0 2926319 32138 5165335 5197473 5197473 3079089 202843 2876246 2876246 SUBSIDIARY INCOME 900001 754790 754790 MARKET RESEARCH 900001 328120 328120 LEASING 532000 120178 120178 1203088 42043600 26312850 4699737 11031013 332252 1695349 16464516 502387 1392182 1234815 81776 82932 235151 27231 1313241 664710 767384 1484286 804717 934118 747301 790599 200019 VENDOR SERVICES 3122793 HONORARIUM 464941 CREDIT CARD FEES 453867 CANCELLATION FEES 292000 816547 34905114 4368292 7457672 1369746 6426995 3436535 3114439 127147 43263 2257348 2913006 11739990 10840461 4103453 899529 16259447 14683172 1024895 1279685 4468205 3463872 640989 5003940 38056057 45285573 3085243 3372565 12729856 11879628 23434 3435153 15838533 18687346 X 22217524 26598227 22217524 26598227 38056057 45285573 X 7138486 -1927850 -829933 X 0 1 X 1 0 0 0 0 3590368 551080 302860 853940 409183 444757 128160 2418 125742 6512387 6130207 382180 5099443 4707836 391607 899529 INTERCOMPANY ACCOUNT 557708 WORK IN PROGRESS 1048925 RIGHT-OF-USE OPERATING LEASE ASSETS 3397307 5003940 DEPOSITS 14083 OPERATING LEASE LIABILITIES 3421070 3435153 X 39429937 -1927850 3692 227659 -1696499 41126436 27231 889933 917164 42043600 35109234 3692 227659 231351 34877883 27231 27231 34905114 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, 2022 AND 2021, 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 202,843. RENTAL EXPENSES 24,816. PART XI, LINE 4B - OTHER ADJUSTMENTS: IMPAIRMENT LOSS 889,933. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 202,843. RENTAL EXPENSE 24,816. 1 AORN FOUNDATION 2170 SOUTH PARKER ROAD DENVER CO 802315711 841193583 501(C)(3) 315900 0 GENERAL OPERATING SUPPORT COLORADO GIVES FOUNDATION 5855 WADSWORTH BYPASS ARVADA CO 80003 510157964 501(C)(3) 5102 0 GENERAL OPERATING SUPPORT DENVER SCHOLARSHIP FOUNDATION 789 SHERMAN STREET NO 610 DENVER CO 80203 205143175 501(C)(3) 10000 0 SCHOLARSHIP 3 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 464305 0 54657 0 0 0 9150 0 3132 0 531244 0 0 0 JAMES COUSIN CHIEF FINANCIAL OFFICER AND CHIEF DI 365838 0 45374 0 0 0 9150 0 19587 0 439949 0 0 0 MAUREEN GIRARD VICE PRESIDENT SALES, MEDICAL PRODUC 294984 0 20749 0 0 0 7892 0 14324 0 337949 0 0 0 RENAE BATTIE VICE PRESIDENT NURSING 254520 0 16132 0 0 0 7549 0 15057 0 293258 0 0 0 JAMES SONDRUP SENIOR ACCOUNT EXECUTIVE, INDUSTRY 125699 0 126782 0 0 0 7855 0 18949 0 279285 0 0 0 JANICE KELLY PRESIDENT, AORN SYNTEGRITY INC 224087 0 15215 0 0 0 5875 0 9668 0 254845 0 0 0 THERESA AVITABLE VICE PRESIDENT, PFIEDLER DIVISION 224086 0 15524 0 0 0 4260 0 9668 0 253538 0 0 0 MICHELLE KINNISON DIRECTOR, HCO 200595 0 37414 0 0 0 6863 0 1421 0 246293 0 0 0 ANDREA DEWES SENIOR ACCOUNT EXECUTIVE, INDUSTRY 134634 0 82734 0 0 0 6626 0 8093 0 232087 0 0 0 BEATRICE EBELING OSD DIRECTOR 203304 0 10534 0 0 0 3266 0 10388 0 227492 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 $58,300 FOR THE PRESIDENT AND $34,650 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: INTERCOMPANY ADJUSTMENT 60,000. INTANGIBLE IMPAIRMENT -889,933. 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 2373518 1641906 1.00000 1 1 0 1 0 0 1 0 0 0 1 0 1 0 1 1 0 1 0 0 AORN SYNTEGRITY Q 1107215 FMV AORN SYNTEGRITY O 874956 FMV AORN SYNTEGRITY A 9917 FMV AORN SYNTEGRITY L 178113 FMV AORN SYNTEGRITY F 500000 FMV AORN FOUNDATION O 320327 FMV AORN FOUNDATION C 1299040 FMV AORN FOUNDATION Q 346879 FMV PART II, LINE 1: PRIMARY ACTIVITY OF RELATED TAX-EXEMPT ORGANIZATION AORN FOUNDATION SUPPORTS PERIOPERATIVE NURSES AND AORN INC.