2020-11-16T19:00:32-06:00 2019-12-31 366055558 GRANT THORNTON LLP 171 NORTH CLARK STREET SUITE 200 CHICAGO IL 60601 990 2019-01-01 272399044 AONL FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION AONL 3124222824 800 10th Street NW WASHINGTON DC 200014956 CHRISTINA Y FISHER CFO OF AHA 2020-11-16 true BRIDGET T ROCHE P00666837 3128560200 2019 2021-01-29 14:40:06Z ROBERTA O BEGLEY 800 10th Street NW WASHINGTON DC 200014956 256849 false X www.aonl.org/foundation X 2010 DC Bridging science and education to shape the future of nursing leadership. 8 7 1 146 0 0 280259 156823 24000 7201 6564 4670 9507 292130 196894 57629 124469 0 278246 159599 95000 114670 104754 121213 440629 500281 -148499 -303387 354412 234053 13600 196628 340812 37425 Bridging science and education to shape the future of nursing leadership. false false 270191 124469 24000 AONL Foundation is fulfilling its research agenda by studying the unique role of the nurse leader and his/her influence on the health care delivery environment, as it impacts patient and family outcomes, physicians and the interprofessional team, and most importantly nursing staff recruitment, retention, and development of future nurse leaders across the continuum of care. 270191 true true false false false false false false false false false false false true true false true false false false false false true true 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 8 7 false false true 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 Christina Y Fisher 3124223000 155 N WACKER DRIVE SUITE 400 CHICAGO IL 606061725 Dana Bjarnason VICE-CHAIR 1.0 1.0 X X 0 0 0 Deborah Zimmermann CHAIR 1.0 1.0 X X 0 0 0 ROBERTA O BEGLEY PRESIDENT / SECRETARY 1.0 40.0 X X 0 520019 101963 Christina J Dempsey Board Member 1.0 1.0 X 0 0 0 Jeffrey M Adams Board Member 1.0 0 X 0 0 0 LAMONT M YODER BOARD MEMBER 1.0 0.0 X 0 0 0 M Lindell Joseph BOARD MEMBER 1.0 0.0 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 596015 111324 Danielle M Ward Director 40.0 0 X 110664 0 9008 110664 1116034 222295 1 false true false 0 23845 132978 156823 EDUCATIONAL MEETING REVENUE 611600 24000 24000 0 0 0 0 24000 6564 6564 0 0 0 0 69462 23845 59955 9507 9507 0 0 0 0 0 196894 24000 0 16071 124469 124469 129717 90802 38915 6692 4684 2008 14271 9990 4281 8919 6243 2676 19298 19298 95000 95000 0 0 0 0 3000 3000 35764 16094 19670 4674 3272 1402 11999 8399 3600 21585 21585 10305 10305 Honoraria/Speaker Fees 2500 2500 Regulatory Fees 3552 3552 8536 5975 2561 0 500281 270191 115420 114670 349731 202178 0 31875 0 0 0 0 4681 0 0 0 0 0 0 0 0 0 354412 234053 300 7275 0 0 13300 189353 13600 196628 X 46271 -81494 294541 118919 340812 37425 354412 234053 -303387 0 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 189353 189353 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. AONL FOUNDATION FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION, THE STATE OF ILLINOIS, AND OTHER JURISDICTIONS AS REQUIRED. X X X X X X X true ASSOCIATION DEVELOPMENT SOLUTIONS 5023 SWITCH GRASS LANE NAPERVILLE IL 60564 ANNUAL APPEAL PROGRAM false 0 95000 -95000 0 95000 -95000 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 ANNUAL SOIREE 70257 23185 47072 46796 AUCTION 23050 660 22390 13159 0 93307 23845 69462 59955 59955 9507 true UNIVERSITY OF CENTRAL FLORIDA 12424 RESEARCH PARKWAY SUITE 300 ORLANDO FL 32826 592924021 501(c)(3) 50000 EVALUATING THE IMPACT OF NURSE MANAGER JOB DESIGN AND PRACTICE ENVIRONMENT ON ACHIEVING THE QUADRUPLE AIM UNIVERSITY OF NORTH CAROLINA GREENSBORO PO BOX 26170 GREENSBORO NC 27402 566001468 501(c)(3) 7550 MEASURING IMPLEMENTATION FIDELITY FOR A NEW GRADUATE NURSE RESIDENCY PROGRAM TEXAS A&M 6300 OCEAN DRIVE CORPUS CHRISTI TX 78412 746000531 501(c)(3) 7310 MITIGATING THE ADVERSE EFFECTS OF 12-HOUR SHIFTS INOVA HEALTH CARE SYSTEM 8110 GATEHOUSE ROAD SUITE 400W FALLS CHURCH VA 22042 540620889 501(c)(3) 20000 IMPACT OF A LEADERSHIP BUNDLE ON TECHNOLOGY ACCEPTANCE OF REMOTE VISUAL MONITORING FOR PATIENT SAFETY ASSOCIATION FOR LEADERSHIP SCIENCE 2501 JOLLY ROAD SUITE 110 OKEMOS MI 48864 581629916 501(C)(3) 6375 NURSING LEADERSHIP AND ADMINISTRATION RESEARCH PRIORITIES AND AGENDA UNIVERSITY OF COLORADO 1800 GRANT STREET SUITE 600 DENVER CO 80203 846000555 501(c)(3) 9575 FURTHER TESTING AND REFINEMENT OF THE PROFESSIONAL GOVERNANCE SCALE CLEMSON UNIVERSITY 108 ASB CLEMSON SC 29364 576000254 501(c)(3) 6508 INNOVATIVE TEACHING AND LEARNING: KEY METRICS OF AN UNDERGRADUATE NURSING ACADEMIC AND CLINICAL LEARNING ENVIRONMENT HUGGINS HOSPITAL 240 SOUTH MAIN STREET WOLFEBORO NH 03894 020223332 501(C)(3) 8500 AONL NURSE MANAGER FELLOWSHIP PROGRAM UVALDE MEMORIAL HOSPITAL 1025 GARNER FIELD ROAD UVALDE TX 78801 741603120 501(c)(3) 8500 AONL NURSE DIRECTOR FELLOWSHIP PROGRAM 9 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Typically, the organization makes grants and contributions to organizations to support their general operations or in response to their fundraising efforts. In these instances, the organization does not have a formal process for which they monitor the use of the grant paid. 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 433477 0 0 0 86542 0 77633 0 24330 0 621982 0 0 Christina Y Fisher TREASURER 0 451867 0 94718 0 49430 0 92026 0 19298 0 707339 0 19100 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 2019 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 2019, THE FOLLOWING CONTRIBUTIONS WERE MADE BY AHA TO THE PLAN: - CHRISTINA Y. FISHER - $75,226 - ROBERTA O. BEGLEY - $67,838 DURING 2019, THE FOLLOWING DISTRIBUTIONS WERE MADE BY AHA FROM THE PLAN: - CHRISTINA Y. FISHER - $19,100 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 4 Significant changes to organizational documents THE BYLAWS WERE MODIFIED IN 2019 ALLOWING AN INCREASE IN THE NUMBER OF DIRECTORS AND STREAMLINED. 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 ASSOCIATION'S TRUSTEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE TO THE ASSOCIATION SECRETARY. THE ASSOCIATION'S OFFICERS, KEY EMPLOYEES AND ALL OTHER EMPLOYEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. THE RETURNED QUESTIONNAIRES ARE HANDLED JOINTLY BY THE SECRETARY, LEGAL, COMPLIANCE, AND HUMAN RESOURCES. ANY QUESTIONNAIRE THAT RAISES A POTENTIAL ISSUE IS REVIEWED AND REFERRED TO THE ASSOCIATION'S PRESIDENT FOR DETERMINATION REGARDING A CONFLICT AND 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 DISCLOSED TO THE BOARD OF TRUSTEES. 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 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