2021-11-15T14:35:41-06:00 2020-12-31 366055558 GRANT THORNTON LLP 171 NORTH CLARK STREET SUITE 200 CHICAGO IL 60601 990 2020-01-01 272399044 AONL FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION AONL 3124222824 800 10th Street NW WASHINGTON DC 200014956 ROBERTA O BEGLEY PRESIDENT / SECRETARY 2021-11-15 true ROBERTA O BEGLEY 999009999 BRIDGET T ROCHE P00666837 3128560200 2020 2022-09-23 18:48:47Z ROBERTA O BEGLEY 800 10th Street NW WASHINGTON DC 200014956 237897 false X www.aonl.org/foundation X 2010 DC TO PROVIDE RESOURCES THAT CREATE OPPORTUNITIES TO BRIDGE SCIENCE AND PRACTICE TO SHAPE THE FUTURE OF NURSING LEADERSHIP. 11 10 1 121 0 0 156823 226970 24000 5000 6564 919 9507 3022 196894 235911 124469 57322 0 159599 182399 95000 186668 211300 121213 98777 500281 525166 -303387 -289255 234053 353793 196628 605623 37425 -251830 To provide resources that create opportunities to bridge science and practice to shape the future of nursing leadership. false false 219325 57322 5000 The AONL Foundation supports its mission by providing funding for nursing leadership and administration research through grants to both create new knowledge and build upon existing knowledge. The AONL Foundation hosts the annual research-focused plenary session at the AONL Annual Conference, and honors a nurse researcher with the Researcher of the Year Award. In addition, the AONL Foundation awards financial aid to nurse leaders from small, rural or critical access organizations to participate in continuing education opportunities. 219325 true true false false false false false false false false false false false true true false true false false false false false true false false false true false true false false false false false false false false false false false false false true false true false true X 0 0 1 true false false false false false true true false false false false false false X 11 10 false false false false true true true true true false false true true true true true true false false false CA FL GA AL HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA AR WV WI X X LISA WASSERMAN 3124223000 155 N WACKER DRIVE SUITE 400 CHICAGO IL 606061725 Deborah Zimmermann CHAIR 1.0 1.0 X X 0 0 0 ROBERTA O BEGLEY PRESIDENT / SECRETARY 1.0 40.0 X X 0 799913 42426 SUSAN REES VICE CHAIR 1.0 1.0 X X 0 0 0 Christina J Dempsey Board Member 1.0 1.0 X 0 0 0 Dana Bjarnason BOARD MEMBER 1.0 1.0 X 0 0 0 Jeffrey M Adams Board Member 1.0 0 X 0 0 0 LARISSA AFRICA BOARD MEMBER 1.0 0 X 0 0 0 LISBETH VOTRUBA BOARD MEMBER 1.0 0 X 0 0 0 M Lindell Joseph BOARD MEMBER 1.0 0.0 X 0 0 0 Patricia Mook BOARD MEMBER 1.0 1.0 X 0 0 0 Rhonda Anderson Board Member 1.0 0 X 0 0 0 Christina Y Fisher TREASURER 1.0 41.0 X 0 664263 123239 Danielle M Ward Director 40.0 0 X 125847 0 8657 125847 1464176 174322 1 false true false ASSOCIATION DEVELOPMENT SOLUTIONS 40 SHUMAN BLVD SUITE 300 NAPERVILLE IL 60563 CONSULTING 171668 1 226970 226970 EDUCATIONAL MEETING REVENUE 611600 5000 5000 0 0 0 0 5000 919 919 0 0 0 0 5008 0 1986 3022 3022 0 0 0 0 0 235911 5000 0 3941 57322 57322 125847 88093 37754 7490 5243 2247 38956 27269 11687 10106 7074 3032 1120 1120 186668 186668 6500 4550 1950 0 1761 1761 44786 20154 24632 5380 3766 1614 8458 5921 2537 4216 4216 REGULATORY FEES 4994 4994 21562 15093 6469 0 525166 219325 94541 211300 202178 245940 31875 107853 0 0 0 0 0 0 0 0 0 0 0 0 0 234053 353793 7275 12757 0 2000 0 0 189353 590866 196628 605623 X -81494 -431454 118919 179624 37425 -251830 234053 353793 -289255 0 X false true X true false X X X 1 AMERICAN ORGANIZATION FOR NURSING LEADERSHIP 363591337 9 true 0 0 1 0 0 true false true true true false false false false false false false false false false false false true false Schedule A, Part IV, Section A, Line 3b Qualified Under 501C(4)(5) Or (6) Annually, the supported organization completes a pro forma schedule a, part III to confirm it satisfies the public support tests under section 509(a)(2). The supporting calculation is kept in the supporting organization's files. Schedule A, Part IV, Section A, Line 3c Support To Org. Used Exclusively Sec. 170(c)(2)(B) Purposes The organization engages in activities which further the supported organization's exempt purpose to shape healthcare through research and education that advance innovative and expert nursing leadership. The organization does not provide any monetary support to the supported organization. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Intercompany Payable 590866 590866 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote AONL Foundation follows the provisions of the Accounting for Uncertainty in Income Taxes section of the Income Taxes Topic of the ASC, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, AONL Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the AONL Foundation and various positions related to the potential sources of unrelated business taxable income (UBTI). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified and recorded as liabilities for the reporting periods presented herein. X X X X X X X true ASSOCIATION DEVELOPMENT SOLUTIONS 40 SHUMAN BLVD SUITE 300 NAPERVILLE IL 60563 ANNUAL APPEAL PROGRAM false 0 171668 -171668 MEYER PARTNERS LLC 8725 WEST HIGGINS ROAD SUITE 530 CHICAGO IL 60631 ANNUAL APPEAL PROGRAM false 0 15000 -15000 0 186668 -186668 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses ASSOCIATION DEVELOPMENT SOLUTIONS-N/A; true UNIVERSITY OF NORTH CAROLINA CHAPEL HILL CARRINGTON HALL CB7460 CHAPEL HILL NC 27599 566001393 501(C)(3) 15750 STUDY TURNOVER OF CHIEF NURSING OFFICER UNIVERSITY OF MISSISSIPPI 5100 ROCKHILL ROAD KANSAS CITY MO 64110 646001159 501(C)(3) 12655 THE RELATIONSHIP BETWEEN STAFF NURSES' PERCEPTION OF NURSE MANAGER CARING BEHAVIORS AND PATIENT SATISFACTION ST LUKES HEALTH SYSTEM 190 E BANNOCK ST BOISE ID 83712 562570681 501(C)(3) 25000 CULTIVATING JOY AND RESILIENCE IN NURSING THROUGH A PRACTICE PLAYBOOK 3 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The organization provides grants or contributions to support a specific effort or project. In such cases, the organization's management is kept informed as to the use of the funds and the status or satisfactory completion of the project. false true false false false false false false false ROBERTA O BEGLEY PRESIDENT / SECRETARY 0 469611 0 87902 0 242400 0 17100 0 25326 0 842339 0 87027 Christina Y Fisher TREASURER 0 487729 0 91632 0 84902 0 96863 0 26376 0 787502 0 60691 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE PRESIDENT OF THIS FILING ORGANIZATION IS COMPENSATED THROUGH AMERICAN HOSPITAL ASSOCIATION (AHA). THE PRESIDENT REPORTS TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) PRESIDENT. THE FILING ORGANIZATION'S BOARD, THE AONL BOARD, THE AHA PRESIDENT AND THE COMPENSATION COMMITTEE OF AHA PARTICIPATE IN SETTING GOALS FOR PERFORMANCE OF THE PRESIDENT AND IN MEASURING PERFORMANCE AGAINST THESE GOALS. THE COMPENSATION COMMITTEE OF THE AHA BOARD DOES NOT INCLUDE ANY INDIVIDUAL WHOSE COMPENSATION IT REVIEWS. THE COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO PRODUCE COMPARABLE SALARY DATA FOR THE CEO AS APPROPRIATE, AND MAKES RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS, CONSISTENT WITH EXISTING COMPENSATION AGREEMENTS, POLICIES AND PROCEDURES. ON AN ANNUAL BASIS, THE COMMITTEE EVALUATES THE CEO'S PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS AND DETERMINES WHETHER ANY ADJUSTMENT OR PERFORMANCE-BASED REWARD SHOULD BE MADE. THE FINAL COMPENSATION PACKAGE OF THE PRESIDENT IS DOCUMENTED IN A WRITTEN EMPLOYMENT AGREEMENT. CONTEMPORANEOUS MINUTES OF THE COMMITTEE'S DELIBERATIONS ARE PREPARED AND REVIEW BY THE COMMITTEE IN A TIMELY MANNER. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DURING THE 2020 CALENDAR YEAR, AMERICAN HOSPITAL ASSOCIATION, A RELATED TAX EXEMPT ENTITY, MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE FOLLOWING REPORTABLE INDIVIDUALS WERE ELIGIBLE TO PARTICIPATE IN THAT PLAN: - CHRISTINA Y. FISHER - ROBERTA O. BEGLEY DURING 2020, THE FOLLOWING CONTRIBUTIONS WERE MADE BY AHA TO THE PLAN: - CHRISTINA Y. FISHER - $79,763 - ROBERTA O. BEGLEY - $71,318 DURING 2020, THE FOLLOWING DISTRIBUTIONS WERE MADE BY AHA FROM THE PLAN: - CHRISTINA Y. FISHER - $60,691 - ROBERTA O. BEGLEY - $158,606 ALL VESTED/PAID OUT AMOUNTS WERE TREATED AS TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). Form 990, Part V, Line 1a FORMS 1099 FILED AMERICAN HOSPITAL ASSOCIATION, A RELATED TAX EXEMPT ORGANIZATION, ISSUES THE FORMS 1099 ON BEHALF OF THE FILING ORGANIZATION. Form 990, Part VI, Line 15b COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES FOR ALL OTHER OFFICERS AND KEY EMPLOYEES, COMPENSATION IS EVALUATED BY THE ORGANIZATION'S MANAGEMENT ON AN ANNUAL BASIS USING PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS. Form 990, Part VI, Line 15a PROCESS USED TO ESTABLISH COMPENSATION OF THE TOP MANAGEMENT OFFICIAL THE ORGANIZATION DOES NOT DIRECTLY COMPENSATE ITS PRESIDENT. CONSEQUENTLY, THE ORGANIZATION HAS MARKED PART VI, LINE 15A NO IN ACCORDANCE WITH IRS INSTRUCTIONS. THE PRESIDENT OF THIS FILING ORGANIZATION REPORTS TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) PRESIDENT. THE FILING ORGANIZATION'S BOARD, THE AONL BOARD, THE AHA PRESIDENT AND THE COMPENSATION COMMITTEE OF AHA PARTICIPATE IN SETTING GOALS FOR PERFORMANCE OF THE AONL CEO AND IN MEASURING PERFORMANCE AGAINST THESE GOALS. THE COMPENSATION COMMITTEE OF THE AHA BOARD DOES NOT INCLUDE ANY INDIVIDUAL WHOSE COMPENSATION IT REVIEWS. THE COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO PRODUCE COMPARABLE SALARY DATA FOR THE PRESIDENT AS APPROPRIATE, AND MAKES RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS, CONSISTENT WITH EXISTING COMPENSATION AGREEMENTS, POLICIES AND PROCEDURES. ON AN ANNUAL BASIS, THE COMMITTEE EVALUATES THE PRESIDENT'S PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS AND DETERMINES WHETHER ANY ADJUSTMENT OR PERFORMANCE-BASED REWARD SHOULD BE MADE. THE FINAL COMPENSATION PACKAGE OF THE PRESIDENT IS DOCUMENTED IN A WRITTEN EMPLOYMENT AGREEMENT. CONTEMPORANEOUS MINUTES OF THE COMMITTEE'S DELIBERATIONS ARE PREPARED AND REVIEWED BY THE COMMITTEE IN A TIMELY MANNER. Form 990, Part VI, Line 6 Classes of members or stockholders The organization has a sole Corporate Member, American Organization for Nursing Leadership (AONL), that has the right to elect or appoint members of the organization's governing body and approve or deny significant decisions of the organization's governing body. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body See narrative for Part VI, Line 6 Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders See narrative for Part VI, Line 6 Form 990, Part VI, Line 11b Review of form 990 by governing body The organization's management reviews the Form 990 and shares it with the AONL Foundation board of directors prior to filing with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy ON AN ANNUAL BASIS, THE ORGANIZATION'S TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE. THE RETURNED QUESTIONNAIRES ARE HANDLED JOINTLY BY LEGAL, HUMAN RESOURCES AND COMPLIANCE STAFF OF THE AMERICAN HOSPITAL ASSOCIATION. ANY QUESTIONNAIRE THAT RAISES A POTENTIAL ISSUE IS REVIEWED AND REFERRED TO THE ASSOCIATION'S PRESIDENT FOR A FINAL DETERMINATION OF ANY ACTION TO BE CONSIDERED OR UNDERTAKEN. ANY POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER THE QUESTIONNAIRE IS COMPLETED MUST BE PROMPTLY REPORTED. ANY RESTRICTIONS IMPOSED, BASED ON INFORMATION DISCLOSED IN A CONFLICT OF INTEREST QUESTIONNAIRE OR OTHERWISE WOULD BE COMMENSURATE WITH THE TYPE OF CONFLICT IDENTIFIED AND WOULD BE REFERRED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR A DETERMINATION ON WHETHER DISCLOSURE TO THE FULL BOARD OF TRUSTEES IS WARRANTED. Form 990, Part VI, Line 19 Required documents available to the public The organization's governing documents and conflict of interest policy are available upon request. The organization's Financial statements are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104 and are not available to the public at this time. AMERICAN ORGANIZATION FOR NURSING LEADERSHIP 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 606061725 363591337 NURSE LEADERSHIP IL 501(c)(6) AHA false HEALTH RESEARCH AND EDUCATIONAL TRUST 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 606061725 362203931 RESEARCH/EDUCATION IL 501(c)(3) Type I AHA false INSTITUTE FOR DIVERSITY IN HEALTHCARE 155 N WACKER DRIVE SUITE 400 CHICAGO IL 606061725 582094118 DIVERSITY AND HEALTH EQUITY IL 501(c)(3) 9 AHA false AHAPAC 800 10TH STREET NW WASHINGTON DC 200014956 362996517 FOR POLITICAL CAMPAIGNS IL 527 AHA false AMERICAN HOSPITAL ASSOCIATION 155 N WACKER DRIVE SUITE 400 CHICAGO IL 606061725 360726140 MEMBERSHIP ORGANIZATION IL 501(c)(6) NA false Health Forum Inc 155 NORTH WACKER DRIVE STE 400 CHICAGO IL 606061725 364143432 PUBLICATIONS IL NA C Corporation 0 0 false false false false false false false false false false false true false true true true true false false false