2022-11-14T08:33:34-06:00 2021-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-01-01 131893924 AMERICAN NURSES FOUNDATION INC AMER 3016285167 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 DANIEL WARCO CHIEF FINANCIAL OFFICER 3016285167 2022-11-14 1 DANIEL WARCO XXX-XX-XXXX AARON M FOX P01365820 2022274000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CATHERINE JUDGE 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 22433442 0 X WWW.ANFONLINE.ORG X 1955 DC PROVIDE GRANTS TO NURSING ORGANIZATIONS & NURSES FOR RESEARCH, EDUCATION, & CLINICAL PRACTICE. 14 14 9 93 0 0 17038612 21927463 75295 11250 390314 313587 0 0 17504221 22252300 5448552 2536241 0 0 812291 1356913 0 0 463843 1495740 1227050 7756583 5120204 9747638 17132096 18050746 34870317 1824391 1053204 16226355 33817113 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 2536645 2119872 11250 NURSING GRANTS AND PROGRAM SUPPORT FOR COVID AND DISASTER RELIEF, NURSING WELL-BEING, NURSING INNOVATION AND RESEARCH. 2033020 416369 PROGRAM SUPPORT FOR NURSING LEADERSHIP, WELL-BEING, MENTAL HEALTH RECOVERY AND TRANSFORMATION. 4569665 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 1 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 15 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 LORESSA COLE ANA ENTERPRISE CEO 1.00 35.25 X 0 342178 26648 GREGORY DYSON COO, ACTING CFO - 05/21-12/21 4.00 32.25 X 0 316212 27650 CATHERINE JUDGE EXECUTIVE DIRECTOR 32.25 4.00 X 0 255072 19907 LYNN WASYLINA CFO - UNTIL 05/21 4.00 32.25 X 0 83608 9581 DANIEL WARCO CFO - AS OF 12/21 4.00 32.25 X 0 10993 767 WILHELMINA M MANZANO PRESIDENT 1.00 X X 0 0 0 JOYCE J FITZPATRICK VICE PRESIDENT 1.00 X X 0 0 0 TOM TEFFT SECRETARY/TREASURER 1.00 X X 0 0 0 PAUL W ABRAMOWITZ TRUSTEE 1.00 X 0 0 0 KAREN A DALEY TRUSTEE 1.00 X 0 0 0 KATHY DRISCOLL TRUSTEE 1.00 X 0 0 0 ZOILA D ESCOBAR TRUSTEE 1.00 X 0 0 0 LAURA LEIGH FERRIO TRUSTEE 1.00 X 0 0 0 RICHARD HACHTEN II UNTIL 13121 TRUSTEE 1.00 X 0 0 0 RANDALL LIPPS TRUSTEE 1.00 X 0 0 0 KATHLEEN MALLOCH TRUSTEE 1.00 X 0 0 0 MEHUL MEHTA TRUSTEE 1.00 X 0 0 0 AHRIN MISHAN TRUSTEE 1.00 X 0 0 0 BERNADETTE PARK TRUSTEE 1.00 X 0 0 0 RUTH WILLIAMS-BRINKLEY TRUSTEE 1.00 X 0 0 0 0 1008063 84553 0 0 1 0 THE GLOVER PARK GROUP LLC 1205 F STREET NW 9TH FLOOR WASHINGTON DC 20004 SOCIAL MEDIA CAMPAIGN 267900 CELLA INC 1801 RESEARCH BLVD ROCKVILLE MD 20850 TEMPORARY STAFFING 112371 2 21927463 4550 21927463 PRODUCTS & SERVICES 200099 11250 11250 11250 221979 221979 272750 181142 91608 91608 91608 22252300 11250 0 313587 X 2496241 2496241 25000 25000 15000 15000 1186405 847294 7753 331358 88269 63039 577 24653 82239 58732 538 22969 28910 28910 1071286 1018119 53167 19265 15529 1535 2201 29486 810 24216 4460 37468 14041 14613 8814 601 601 4476 4476 DUES & SUBSCRIPTIONS 21157 4899 1128 15130 REGISTRATIONS 10278 9679 599 BAD DEBT 1750 1750 HONORARIUMS 1373 1282 91 1000 1000 5120204 4569665 86696 463843 919800 811620 1041065 10572081 1013 45 3181 6689 22240 18137 8580 4103 15532255 22299773 544852 1176006 18050746 34870317 361009 196452 37500 148050 131271 123502 1294611 585200 1824391 1053204 X 1241906 2298479 14984449 31518634 16226355 33817113 18050746 34870317 X 17132096 518662 -60000 X 0 1 X 1 0 X 2338788 1748077 2020468 17038612 21927463 45073408 2338788 1748077 2020468 17038612 21927463 45073408 6420907 38652501 198401 255374 149712 147255 221979 972721 18300 53490 10299 82089 46128218 224164 0.83790 0.67400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2017 AMOUNT: $ 18,300. 2018 AMOUNT: $ 53,490. 2019 AMOUNT: $ 10,299. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4556955 2598215 231826 124786 7262210 4344813 254134 44216 86208 4556955 3788963 270184 615607 329941 4344813 3995570 141506 -134277 213836 3788963 3405000 383137 508213 127889 172891 3995570 0.07607 0.68328 0.24065 0 0 22240 18137 4103 4103 INTERCOMPANY PAYABLES 585200 585200 X 22742052 518662 518662 22223390 28910 28910 22252300 5091294 0 5091294 28910 28910 5120204 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, 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. 0 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 15000 0 0 0 0 0 0 15000 0 15000 EUROPE (INCLUDING ICELAND & GREENLAND) NURSING RESEARCH GRANT AWARD 15000 0 1 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 AMERICAN NURSES ASSOCIATION INC 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20919 131893923 501(C)(6) 1681400 0 SUPPORT OF HEALTH NURSE HEALTHY NATION (HNHN), VACCINE EDUCATION, INNVOVATION AWARDS, AND CORONAVIRUS RESPONSE NURSES HOUSE INC 2113 WESTERN AVENUE SUITE 2 GUILDERLAND NY 12084 131927913 501(C)(3) 300000 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 THE REGENTS OF THE UNIVERSITY OF MICHIGAN 5000 WOLVERINE TOWER 3003 S STATE STREET ANN ARBOR MI 48104 386006309 501(C)(3) 67159 0 NURSING RESEARCH GRANT AWARD AMERICAN SOCIETY OF HEALTH-SYSTEM PHARMACISTS PO BOX 38061 BALTIMORE MD 21297 520807628 501(C)(6) 47500 0 COLLABORATIVE RESEARCH GRANT HOSPICE AND PALLIATIVE NURSES FOUNDATION 400 LYDIA STREET SUITE 103 CARNEGIE PA 15106 251813944 501(C)(3) 46750 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 DAISY FOUNDATION 11995 DUNBAR ROAD GLEN ELLEN CA 95442 912009739 501(C)(3) 42000 0 SUPPORT FOR NURSES STEMMING FROM THE CORONAVIRUS AMERICAN ORGANIZATION FOR NURSING LEADERSHIP 155 N WACKER DRIVE SUITE 400 CHICAGO IL 60606 363591337 501(C)(6) 30000 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 UNIVERSITY OF WISCONSIN - MADISON OFFICE FOR RESEARCH SPONSORED PROGRAMS DRAWER 538 MILWAUKEE WI 53278 396006492 501(C)(3) 28627 0 NURSING RESEARCH GRANT AWARD AMERICAN NURSES CREDENTIALING CENTER 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20919 431565726 501(C)(6) 25000 0 MAGNET-PATHWAY CONFERENCE SUPPORT AORN FOUNDATION 2170 SOUTH PARKER ROAD SUITE 400 DENVER CO 80231 841193583 501(C)(3) 23550 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 AMERICAN ASSOCIATION OF OCCUPATIONAL HEALTH NURSES INC 330 NORTH WABASH AVENUE SUITE 2000 CHICAGO IL 60611 131683514 501(C)(6) 10000 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 ASSOCIATION FOR PROFESSIONALS IN INFECTION CONTROL & EPIDEMIOLOGY INC 1400 CRYSTAL DRIVE SUITE 900 ARLINGTON CA 22202 237256856 501(C)(3) 10000 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 ASSOCIATION OF WOMEN'S HEALTH OBSTETRIC AND NEONATAL NURSES 1800 M STREET NW WASHINGTON DC 20036 521788738 501(C)(3) 10000 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY 343 SOQUEL AVENUE 343 SANTA CRUZ CA 95062 010826156 501(C)(3) 10000 0 LEADERSHIP AWARD NATIONAL ASSOCIATION OF HISPANIC NURSES INC 201 E MAIN STREET SUITE 1405 LEXINGTON KY 40507 911010677 501(C)(3) 10000 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 NATIONAL ASSOCIATION OF INDIAN NURSES OF AMERICA 162 CIRCLE RIDGE DRIVE BURR RIDGE IL 60527 161779159 501(C)(3) 10000 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 NATIONAL ASSOCIATION OF PEDIATRIC NURSE PRACTITIONERS 5 HANOVER SQUARE SUITE 1401 NEW YORK NY 10004 237403934 501(C)(6) 10000 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 NATIONAL BLACK NURSES ASSOCIATION 8630 FENTON SREET SUITE 910 SILVER SPRING MD 20910 237194995 501(C)(3) 10000 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 PHILIPPINE NURSES ASSOCIATION OF AMERICA FOUNDATION 38941 MARLBOROUGH DRIVE STERLING HEIGHTS MI 48310 810556005 501(C)(3) 10000 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 TRANSCULTURAL NURSING SOCIETY 37637 FIVE MILE ROAD 319 LIVONIA MI 48154 942703163 501(C)(3) 10000 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO COVID-19 NEW JERSEY STATE NURSES ASSOCIATION 1479 PENNINGTON ROAD TRENTON NJ 08618 221154011 501(C)(6) 7000 0 SUPPORT WELL-BEING OF NURSES 14 7 STIPENDS 2 25000 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 ARE REVIEWED AND APPROVED ON A CASE-BY-CASE BASIS. 0 0 0 0 0 0 0 0 0 LORESSA COLE ANA ENTERPRISE CEO 0 342178 0 0 0 0 0 19585 0 7063 0 368826 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 CATHERINE JUDGE EXECUTIVE DIRECTOR 0 235072 0 20000 0 0 0 17772 0 2135 0 274979 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 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 1,018,119. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 53,167. TOTAL EXPENSES 1,071,286. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -60,000. AMERICAN NURSES ASSOCIATION 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 131893923 PROFESSIONAL ORGANIZATION FOR REGISTERED NURSES DC 501(C)(6) N/A 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 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 B 1681400 BOOK VALUE AMERICAN NURSES ASSOCIATION INC M 1792600 BOOK VALUE AMERICAN NURSES ASSOCIATION INC N 275803 BOOK VALUE AMERICAN NURSES ASSOCIATION INC R 60000 BOOK VALUE AMERICAN NURSES CREDENTIALING CENTER C 71258 BOOK VALUE