2022-11-12T04:16:55-06:00 2021-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-01-01 431565726 AMERICAN NURSES CREDENTIALING CENTER AMER 3016285167 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 DANIEL WARCO CHIEF FINANCIAL OFFICER 3016285167 2022-11-12 1 DANIEL WARCO XXX-XX-XXXX AARON M FOX P01365820 2022274000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z LORESSA COLE 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 58834286 0 X WWW.NURSECREDENTIALING.ORG X 1990 DC TO PROMOTE EXCELLENCE IN NURSING AND HEALTH CARE GLOBALLY THROUGH CREDENTIALING PROGRAMS. 11 8 122 390 0 0 0 25000 45111581 56528501 648701 1810872 300177 445507 46060459 58809880 127263 137821 0 0 13361418 12097417 0 0 0 31322144 30179520 44810825 42414758 1249634 16395122 70229712 82788140 36867697 30664354 33362015 52123786 TO PROMOTE EXCELLENCE IN NURSING AND HEALTH CARE GLOBALLY THROUGH CREDENTIALING PROGRAMS. 0 0 CERTIFICATION AND MEASUREMENT SERVICES PROMOTE AND ENHANCE PUBLIC HEALTH BY CERTIFYING REGISTERED NURSES AND ACCREDITING CONTINUING EDUCATION PROGRAMS IN NURSING USING THE AMERICAN NURSES ASSOCIATION INC.'S (ANA) STANDARDS OF PRACTICE. ACCREDITATION ENCOURAGE NURSES' LIFE-LONG LEARNING THROUGH DEVELOPMENT AND IMPLEMENTATION OF AN ACCREDITATION PROGRAM FOR CONTINUING EDUCATION IN NURSING. THE MAGNET AND PATHWAY TO EXCELLENCE RECOGNITION PROGRAMS CREDENTIAL ORGANIZATIONS THAT MEET ANCC ESTABLISHED STANDARDS OF NURSING EXCELLENCE. 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 396 0 1 122 1 0 0 0 0 0 0 0 0 X 11 8 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 1 0 X JON LOZARITA 3016285167 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 X LORESSA COLE ANA ENTERPRISE CEO 20.00 16.25 X X 0 342178 26648 DEBRA D HATMAKER ANA ENTERPRISE CNO, EVP 18.13 18.12 X 0 343105 19513 GREGORY DYSON COO, ACTING CFO - 05/21-12/21 20.00 16.25 X 0 316212 27650 KATHY CHAPPELL SENIOR VICE PRESIDENT 20.00 16.25 X 0 248788 25369 ERNEST J GRANT PHD RN FAAN DIRECTOR 1.00 10.00 X 0 225288 0 LYNN WASYLINA CFO - UNTIL 05/21 20.00 16.25 X 0 83608 9581 RHONDA ANDERSON PRESIDENT 10.00 X X 51628 0 0 DANIEL WARCO CHIEF FINANCIAL OFFICER - AS OF 12/21 20.00 16.25 X 0 10993 767 MARY GRAFF VICE PRESIDENT 1.00 X X 0 0 0 JAMES COLE EDMONSON SECRETARY 1.00 X X 0 0 0 BRIAN SELIG TREASURER 1.00 X X 0 0 0 TERESA M HALLER MSN MBA RN FAAN, FAONL - DIRECTOR 1.00 X 0 0 0 RUTH KLEINPELL PHD AG-ACNP FAAN, FAANP - DIRECTOR 1.00 X 0 0 0 MICHAEL D WARD PHD RTR FASRT, FMOSRT - DIRECTOR 1.00 X 0 0 0 51628 1570172 109528 0 0 1 0 PROMETRIC INC PO BOX 223608 PITTSBURGH PA 15251 CERTIFICATION EXAM TESTING 2098756 LEVY RESTAURANTS 285 ANDREW YOUNG INTERNATIONAL BLVD ATLANTA GA 30313 VENUE & EVENTS 687931 MUSIC DRIVEN PRODUCTIONS LLC 4111 WEST ALAMEDA 605 BURBANK CA 91505 MOTION PICTURE AND TAPE DISTRIBUTION 621169 MCI USA 6100 W PLANO PKWY SUITE 3500 PLANO TX 75093 CONFERENCE SERVICES 562194 SHEPARD EXPOSITION SERVICES 1531 CARROLL DR NW ATLANTA GA 30318 EVENT MANAGEMENT 315566 20 25000 25000 RE/CERTIFICATION 900099 43187386 43187386 CONFERENCE/SEMINARS 900099 10498686 7912036 2586650 PRODUCTS & SERVICES 900099 2842429 2842429 56528501 1039244 1039244 771628 0 771628 771628 771628 444113 24406 419707 419707 MISCELLANEOUS 900099 25800 25800 25800 58809880 54361558 0 4423322 X 71321 16500 50000 51501 10532258 1513658 14025259 650 177716 7635101 3307 1545258 81809 1723331 900641 1593500 619893 1414638 HONORARIUM 195397 DUES & SUBSCRIPTIONS 124276 REGISTRATIONS 74541 LOSS ON ASSET DISPOSAL 56986 7217 42414758 1242852 1988831 2090665 1893396 2988 17281 497519 47789 10955937 8719686 3345977 2236251 39541687 51242808 23508024 25361784 70229712 82788140 861757 2525379 8288222 4946194 27717718 23192781 36867697 30664354 X 33362015 52123786 33362015 52123786 70229712 82788140 X 16395122 3637301 -1270652 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 142077 102786 39291 261120 182472 78648 10552740 8434428 2118312 2236251 DUE FROM AMERICAN NURSES ASSOCIATION, INC. 25361784 25361784 DUE TO AMERICAN NURSES ASSOCIATION, INC. 23102230 DUE TO AMERICAN NURSES FOUNDATION, INC. 90551 23192781 X 62293871 3637301 24406 3661707 58632164 177716 177716 58809880 42062100 24406 24406 42037694 177716 199348 377064 42414758 PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, 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 XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 24,406. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 24,406. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT ADJUSTMENT 199,348. 0 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SERVICE FEES 2212 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES SERVICE FEES 667 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SERVICE FEES 800 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 50000 0 0 0 0 0 0 53679 0 53679 EUROPE (INCLUDING ICELAND & GREENLAND) CERNER PATHWAY AWARD PRIZE 50000 0 0 1 0 0 0 0 0 1 PART III ACCOUNTING METHOD: 1 AMERICAN NURSES FOUNDATION 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 131893924 501(C)(3) 71258 0 CLINICAL RESEARCH GRANT SUPPORT 1 0 STIPENDS 11 16500 PART I, LINE 2: RECIPIENTS HAVE 12 MONTHS TO USE THE GRANT FOR RESEARCH DESCRIBED IN THE APPLICATION. IF THE RESEARCH IS COMPLETED WITHIN 12 MONTHS, THE RECIPIENT HAS 60 DAYS TO CLOSE OUT. IF THE RECIPIENT HAS NOT COMPLETED THE RESEARCH, THEY ARE ALLOWED TO FILE FOR AN EXTENSION OF 12 MONTHS. THE RECIPIENT IS REQUIRED TO NOTIFY ANCC IF THERE ARE ANY ALTERATIONS TO THE BUDGET THAT WAS SUBMITTED AS PART OF THE APPLICATION PROCESS. 0 0 0 LORESSA COLE ANA ENTERPRISE CEO 0 342178 0 0 0 0 0 19585 0 7063 0 368826 0 0 DEBRA D HATMAKER ANA ENTERPRISE CNO, EVP 0 343105 0 0 0 0 0 17202 0 2311 0 362618 0 0 GREGORY DYSON COO, ACTING CFO - 05/21-12/21 0 316212 0 0 0 0 0 19584 0 8066 0 343862 0 0 KATHY CHAPPELL SENIOR VICE PRESIDENT 0 248788 0 0 0 0 0 17270 0 8099 0 274157 0 0 ERNEST J GRANT PHD RN FAAN DIRECTOR 0 225288 0 0 0 0 0 0 0 0 0 225288 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 VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE: A. THE COMMITTEE SHALL HAVE THE AUTHORITY TO EXERCISE ALL THE POWERS OF THE FULL BODY BETWEEN MEETINGS. ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED AND BE SUBJECT TO RATIFICATION AT THE NEXT MEETING OF THE FULL BODY. B. THE COMMITTEE SHALL CONSIST OF A CHAIRPERSON, VICE CHAIRPERSON, AND ONE MEMBER-AT-LARGE WHO ARE ELECTED BY AND AMONG SITTING MEMBERS OF THE BODY THAT THEY WILL REPRESENT. C. COMMITTEE MEMBERS SHALL SERVE TERMS OF TWO YEARS OR UNTIL THEIR SUCCESSORS ARE ELECTED. NO MEMBERS SHALL SERVE MORE THAN TWO CONSECUTIVE TERMS IN THE SAME OFFICE. D. MEMBERS MAY ELECT AN INDIVIDUAL WITH LESS THAN TWO YEARS REMAINING TO HIS OR HER APPOINTMENT; HOWEVER, VACANCIES MAY BE FILLED ONLY FOR THE REMAINDER OF THE UNEXPIRED TERM. FORM 990, PART VI, SECTION A, LINE 3 AMERICAN NURSES CREDENTIALING CENTER (ANCC) HAS A STRATEGIC PARTNERSHIP AGREEMENT WITH THE AMERICAN NURSES ASSOCIATION (ANA), WHEREBY ANA PROVIDES MANAGEMENT AND ADMINISTRATIVE SUPPORT SERVICES FOR ANCC. ANA SERVICES CONSIST OF THOSE TYPICALLY PROVIDED BY A CFO, INCLUDING IN PERTINENT PART: PREPARATION OF MONTHLY FINANCIAL STATEMENTS, OVERSIGHT OF THE ANNUAL AUDIT, TAX RETURN PREPARATION, INVESTMENT ASSISTANCE, AND ADVICE AND COUNSEL ON FINANCES. IN ADDITION, ANCC HAS AGREED TO ADHERE TO ANA ADMINISTRATIVE AND FINANCIAL PROCESSES AND POLICIES (E.G., PURCHASING, DOCUMENT RETENTION AND CONTRACT APPROVAL). UNDER THIS AGREEMENT, ANCC BUDGET IS PREPARED IN CONSULTATION WITH ANA. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS OF THE FOLLOWING: (A) THE PRESIDENT OF AMERICAN NURSES ASSOCIATION, INC.; (B) THE CHIEF EXECUTIVE OFFICER OF AMERICAN NURSES ASSOCIATION, INC.; AND UP TO SEVEN ADDITIONAL DIRECTORS AS APPOINTED BY THE AMERICAN NURSES ASSOCIATION, INC.'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO ANCC'S GOVERNING DOCUMENTS MUST BE APPROVED BY A TWO-THIRDS VOTE OF THE AMERICAN NURSES ASSOCIATION, INC.'S BOARD OF DIRECTORS. 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 STATEMETNS AND APPROPRIATELY REPRESENT ALL FINANCIAL ACTIVITIES OF ANA. A COPY OF THE DRAFT FEDERAL FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS, THE CHIEF EXECUTIVE OFFICER AND THE CHIEF NURSING OFFICER PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE AMERICAN NURSES CREDENTIALING CENTER (ANCC) BOARD MEMBERS SIGN DISCLOSURE STATEMENTS UPON ELECTION OR APPOINTMENT, EVERY TWO YEARS THE BOARD OF DIRECTORS FORMALLY ADOPTED THE USE OF CONFLICT OF INTEREST STATEMENTS AND DISCLOSURE FORMS THE DISCLOSURE FORMS SIGNED BY ANCC BOARD MEMBERS ARE REVIEWED BY THE CHIEF NURSING OFFICER ANY CONFLICT OR POTENTIAL CONFLICT OF INTEREST WOULD BE BROUGHT TO THE ATTENTION OF THE ANCC PRESIDENT OR GENERAL COUNSEL. PERIODIC TRAINING FOR BOARD OF DIRECTORS INCLUDES REFERENCE TO THE MEMBERS' FIDUCIARY OBLIGATIONS, INCLUDING THE AVOIDANCE OF A CONFLICT OF INTEREST THE BOARD OF DIRECTORS HAS AN OPERATING POLICY THAT PROHIBITS CONFLICT OF INTEREST, AND THE ANCC PRESIDENT CALLS FOR DISCLOSURE OF CONFLICTS AT THE BEGINNING OF EVERY MEETING CONFLICTED INDIVIDUALS WILL NOT VOTE ON THE MATTER ABOUT WHICH THEY ARE CONFLICTED, AND MAY OR MAY NOT PARTICIPATE IN THE DISCUSSION OF THE MATTER, DEPENDING UPON THE ISSUE AND WHETHER DISCLOSURE OF THE CONFLICT TO THE BOARD PROVIDES ENOUGH PROTECTION TO PERMIT THE BOARD MEMBER TO COMMENT ON THE MATTER OR TO HEAR THE DISCUSSION THE MINUTES REFLECT REFERENCES TO AND DECISIONS ABOUT CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15B ANCC PRESIDENT RECEIVED HONORARIUM FOR HER SERVICES THAT IS REVIEWED ANNUALLY BY THE ANA EXECUTIVE COMMITTEE AND REFERRED TO ANCC BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 ANCC DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A: ANCC DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF AMERICAN NURSES ASSOCIATION (ANA), A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(6). ANA AND ANCC HAVE ENTERED INTO A COST SHARING ARRANGEMENT UNDER WHICH ANCC REIMBURSES ANA FOR ANCC'S ALLOCABLE SHARE OF THE COMPENSATION OF CERTAIN EMPLOYEES FOR PERFORMING SERVICES PROVIDED TO ANCC. COMPENSATION REIMBURSED BY ANCC IS NOT ADDITIVE TO THE COMPENSATION REPORTED BY ANA. FORM 990, PART IX, LINE 11G CONSULTING SERVICES 7,305,358. TEMPORARY HELP 329,743. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -1,470,000. BAD DEBT ADJUSTMENT 199,348. AMERICAN NURSES ASSOCIATION INC 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 131893923 PROFESSIONAL/LABOR ORGANIZATION FOR REGISTERED NURSES DC 501(C)(6) N/A N/A 0 AMERICAN NURSES FOUNDATION INC 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 131893924 SCIENTIFIC RESEARCH, EDUCATION SUPPORT, CHARITABLE AFFILIATE DC 501(C)(3) LINE 7 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 IMPROVE THE WORK ENVIRONMENT FOR NURSES DC 501(C)(3) LINE 7 AMERICAN NURSES ASSOCIATION INC 0 ANA SERVICE CORPORATION INC 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 542179203 INACTIVE SUBSIDIARY DC AMERICAN NURSES ASSOCIATION INC C 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 AMERICAN NURSES ASSOCIATION INC M 14025259 BOOK VALUE AMERICAN NURSES ASSOCIATION INC N 1718450 BOOK VALUE AMERICAN NURSES ASSOCIATION INC R 2089893 BOOK VALUE AMERICAN NURSES FOUNDATION INC B 71258 BOOK VALUE