2020-11-17T15:30:40-06:00 2019-12-31 366055558 GRANT THORNTON LLP 171 NORTH CLARK ST SUITE 200 CHICAGO IL 60601 990 2019-01-01 363591337 American Organization for Nursing Leadership AMER 3124223000 155 North Wacker Drive 400 Chicago IL 606061725 Matthew Fenwick CHIEF OPERATING OFFICER 2020-11-17 true BRIDGET T ROCHE P00666837 3128560200 2019 2021-04-22 16:20:28Z ROBERTA O BEGLEY 155 North Wacker Drive 400 Chicago IL 606061725 10736720 false X www.aonl.org X 1967 IL The American Organization for Nursing Leadership (AONL) is the national organization of nurses who design, facilitate, and manage care. With more than 10,000 members, AONL is the voice of nursing leadership in health care. 19 18 24 150 565821 438573 0 0 7883812 9510626 366389 443125 799919 625558 9050120 10579309 28272 44645 0 2904452 3763864 0 0 5016169 5649002 7948893 9457511 1101227 1121798 17201369 20370385 3918680 5002177 13282689 15368208 The American Organization for Nursing Leadership (AONL) is the national organization of nurses who design, facilitate, and manage care. With more than 10,000 members, AONL is the voice of nursing leadership in health care. The AONL mission is to shape health care through innovative and expert nursing leadership. false false AONL SERVES ITS MEMBERS AND THE NURSING PROFESSION WITH A NUMBER OF EDUCATIONAL programs (face to face and online) PUBLICATIONS, THE AONL WEBSITE, SOCIAL MEDIA PLATFORMS, AND THE AONL ANNUAL MEETING AND EXPOSITION. AONL provides nurse leader education programs for executives, directors, managers and clinical leaders. Topics range from health care finance, CENP and CNML review courses, shared governance and emerging leader competencies. AONL's annual meeting has over 50 concurrent sessions as well as multiple nationally known keynote speakers and over 3,500 nurse leaders attend. Continuing education credits is available for most AONL programs. AONL develops Guiding Principles, Tool Kits, position statements and articles on all topics effecting nurse leaders. AONL serves its members by: offering information that supports and enhances the management, leadership, educational and professional development of nursing leaders, providing vision and actions for nursing leadership to meet the health care needs of society, influencing legislation and public policy related to nursing and patient care issues, and facilitating and supporting research and development efforts that advance nursing administration practice and quality patient care. AONL'S NETWORK OF PROFESSIONALS PROVIDES ACCESS TO THE DIVERSE TALENTS AND EXPERIENCES OF THOUSANDS OF NURSES WHO ARE COMMITTED TO EXCELLENCE IN NURSING LEADERSHIP AND PATIENT CARE DELIVERY. AONL ADVOCATES ON THE ISSUES OF MOST CONCERN TO NURSE LEADERS AND THOSE THEY SERVE, INCLUDING SUPPORTING THE NURSE EDUCATION ACT, SUPPORTING INITIATIVES THAT WILL ENSURE A SAFE AND QUALITY-DRIVEN ENVIRONMENT FOR THE PATIENTS AND PROVIDERS, AND SUPPORTING LEGISLATION THAT WILL FOSTER THE NURSE LEADER'S ROLE IN THE MANAGEMENT OF THE CARE ENVIRONMENT, ESPECIALLY IN AREAS RELATED TO STAFFING, INFORMATION TECHNOLOGY, AND PATIENT CARE SERVICES. 0 false false true true false false false false false false false false false true true false true false false false false false false false false false true false true false false false false false false false false false false false true true true false true 0 0 24 true true true false false false true true false true false X 19 18 false false false false true true true true true false true true true true true true true true true false false X X Christina Y Fisher 3124223000 155 N WACKER DRIVE SUITE 400 CHICAGO IL 606061725 David Marshall Treasurer 1.0 0 X X 0 0 0 Mary Beth Kingston PRESIDENT 1.0 0 X X 10000 0 0 Robert L Dent IMMEDIATE PAST PRESIDENT 1.0 0 X X 0 0 0 ROBERTA O BEGLEY AONL CEO / SECRETARY 40.0 1.0 X X 520019 0 101963 Anne Schmidt TRUSTEE 1.0 0 X 0 0 0 Christina J Dempsey TRUSTEE 1.0 1.0 X 0 0 0 Cole Edmonson TRUSTEE 1.0 0 X 0 0 0 Dana Bjarnason TRUSTEE 1.0 1.0 X 0 0 0 Deborah Zimmermann TRUSTEE 1.0 1.0 X 0 0 0 Erik Martin TRUSTEE 1.0 0 X 0 0 0 Jacqueline Herd TRUSTEE 1.0 0 X 0 0 0 Kevin McEwan TRUSTEE 1.0 0 X 0 0 0 Mary A Fuchs PRESIDENT ELECT 1.0 0 X 0 0 0 Megan Seston TRUSTEE 1.0 0 X 0 0 0 Mercedes Lopez TRUSTEE 1.0 0 X 0 0 0 Nancy May TRUSTEE 1.0 0 X 0 0 0 Patricia Mook TRUSTEE 1.0 0 X 0 0 0 Paula Coe TRUSTEE 1.0 0 X 0 0 0 Simmy King TRUSTEE 1.0 0 X 0 0 0 Matthew E Fenwick AONL COO BEG 2/18/2019 40.0 0 X 258642 0 54376 Beverly Hancock DIR Educational Programs 40.0 0 X 167503 0 47782 Crystal D Lawson EDUCATION DIRECTOR 40.0 0 X 126895 0 31663 Emily M Lee SR DIR MKTG COM MMBR 40.0 0 X 134311 0 52488 Jo Ann K Webb SR DIR ADV & POLICY 40.0 0 X 282528 0 35029 Mary T MEADOWS DIR Prof Practice (THRU 10/5/2019) 40.0 0 X 146692 0 27613 1646590 0 350914 8 false true false Tradeshow Logistics 1720 Mars Hill Road Suite 8-100 Acworth GA 30101 Event management 497814 SAN DIEGO CONVENTION CENTER 111 W HARBOR DRIVE SAN DIEGO CA 92101 MEETING SPACE 432543 Ovation Inc 2324 W Fulton St Chicago IL 60612 Audio Visual 317137 MARRIOTT INTERNATIONAL 10400 FERNWOOD RD BETHESDA MD 20817 HOTEL 297886 LEADING AUTHORITIES INC 150 N MICHIGAN AVE 340 CHICAGO IL 60601 KEYNOTE SPEAKERS 120033 7 0 Trade Shows 900099 7104231 7104231 Membership Dues 900099 2005093 2005093 CIT Program 900099 191250 191250 Renewal Fees 900099 124750 124750 Publications 900099 4364 4364 80938 80938 0 0 9510626 326326 326326 41377 41377 0 0 274210 157411 116799 0 116799 116799 Advertising 541800 499671 499671 Mailing Label Revenue 900999 66150 66150 Other Revenue 900999 18360 18360 0 0 0 0 584181 10579309 9510626 565821 502862 44645 945000 0 0 0 2099643 110628 431411 177182 688998 11810 39743 0 0 0 74564 463646 12181 644780 621259 2371052 15000 Credentialing 44323 Taxes 51684 Support Services 265506 344456 0 0 0 9457511 0 0 0 7283043 9055399 319162 437582 0 0 0 0 234877 241895 0 0 0 0 9364287 10635509 0 0 0 0 17201369 20370385 10931 37161 3060968 3717309 0 0 846781 1247707 3918680 5002177 X 13282689 15368208 13282689 15368208 17201369 20370385 1121798 963721 0 X false true X true false 0 0 0 0 0 false AHAPAC 800 10TH ST NW STE 400 WASHINGTON DC 200014956 362996517 0 2383 false false true 2005093 364063 303387 667450 200509 466941 0 Schedule C, Part I-A, Line 1 Description of Political Activities AONL RECEIVED CONTRIBUTIONS FROM AONL EMPLOYEES IN SUPPORT OF AHAPAC. THE FUND FROM AONL EMPLOYEES WERE RECEIVED AND PROMPTLY AND DIRECTLY DELIVERED TO AHAPAC, A RELATED TAX-EXEMPT SECTION 527 POLITICAL ORGANIZATION. Intercompany Payables 1247707 1247707 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote AONL 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 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 AONL 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. true UNC SCHOOL OF NURSING CARRINGTON HALL CB 7460 CHAPEL HILL NC 27599 566001393 501(C)(3) 20000 SUPPORT NATIONAL STUDENT NURSES 800 10TH STREET NW TWO CITY CTR SUITE 400 WASHINGTON DC 20001 136081991 501(c)(6) 6812 SUPPORT CONGRESSIONAL MANAGEMENT FOUNDATION 216 7TH ST SE 2ND FLOOR WASHINGTON DC 20003 521076614 501(C)(3) 6400 SUPPORT 2 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. TYPICALLY AONL MAKES GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS TO SUPPORT THEIR GENERAL OPERATIONS OR IN RESPONSE TO THEIR FUNDRAISING EFFORTS. IN THESE INSTANCES, AONL DOES NOT HAVE A FORMAL PROCESS FOR WHICH THEY MONITOR THE USE OF THE GRANT PAID. X X true true X X X X X false true false ROBERTA O BEGLEY AONL CEO / SECRETARY 433477 0 0 0 86542 0 77633 0 24330 0 621982 0 0 0 Matthew E Fenwick AONL COO BEG 2/18/2019 235890 0 22160 0 592 0 16165 0 38211 0 313018 0 0 0 Beverly Hancock DIR Educational Programs 158596 0 8177 0 730 0 10548 0 37234 0 215285 0 0 0 Mary T MEADOWS DIR Prof Practice (THRU 10/5/2019) 136521 0 8316 0 1855 0 8971 0 18642 0 174305 0 0 0 Jo Ann K Webb SR DIR ADV & POLICY 254009 0 25236 0 3283 0 16800 0 18229 0 317557 0 0 0 Crystal D Lawson EDUCATION DIRECTOR 125965 0 0 0 930 0 5097 0 26566 0 158558 0 0 0 Emily M Lee SR DIR MKTG COM MMBR 127862 0 6119 0 330 0 8953 0 43535 0 186799 0 0 0 Schedule J, Part I, Line 1a Discretionary spending account During the year, the organization provided Roberta O. Begley with a discretionary spending account. The benefit was included in the CEO's taxable compensation. Schedule J, Part I, Line 1a Housing allowance or residence for personal use A HOUSING ALLOWANCE WAS PROVIDED TO ONE EXECUTIVE IN 2019. THE RELATED BENEFIT WAS INCLUDED IN TAXABLE COMPENSATION. 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: - ROBERTA O. BEGLEY DURING 2019, THE FOLLOWING CONTRIBUTIONS WERE MADE BY AHA TO THE PLAN: - ROBERTA O. BEGLEY $67,838 DURING 2019, NO DISTRIBUTIONS WERE MADE BY AHA TO THE PLAN. ALL VESTED/PAID OUT AMOUNTS WERE TREATED AS TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). Form 990, Part III, Line 1 ORGANIZATION'S MISSION AONL IS DEDICATED TO THE STEWARDSHIP OF HEALTH POLICY AND TO THE PROFESSIONAL DEVELOPMENT OF NURSE LEADERS OPERATING IN A DYNAMIC ENVIRONMENT. AONL ACHIEVES ITS OBJECTIVES THROUGH A SPIRIT OF COLLABORATION AND SERVES ITS MEMBERS BY: -PROVIDING VISION AND ACTIONS FOR NURSING LEADERSHIP TO MEET THE HEALTH CARE NEEDS OF SOCIETY; -FACILITATING AND SUPPORTING RESEARCH AND DEVELOPMENT EFFORTS THAT ADVANCE NURSING ADMINISTRATION PRACTICE AND QUALITY PATIENT CARE; AND -OFFERING MEMBER SERVICES THAT SUPPORT AND ENHANCE MANAGEMENT, LEADERSHIP, EDUCATIONAL AND PROFESSIONAL DEVELOPMENT OF NURSING LEADERS. Form 990, Part VI, Line 15b COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES PER THE IRS DEFINITION. THEREFORE THIS QUESTION IS NOT APPLICABLE AND HAS INTENTIONALLY BEEN CHECKED "NO". Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee shall consist of the president, president-elect, past president, the treasurer and the CEO, and shall meet at the call of the president. The committee shall have the power to transact all regular business of the AONL between Board meetings as necessary to expedite the AONL business, except as expressly prohibited by AONL and the AONL Bylaws. Form 990, Part VI, Line 6 Classes of members or stockholders The organization's classes of members consist of Full members: Registered nurse leaders and aspiring leaders; student, affiliate, honorary and international members; and its sole corporate member, American Hospital Association, a related tax-exempt organization. Full members of AONL, Registered Nurse leaders and aspiring leaders, have the right to hold elected positions in AONL, elect a slate of candidates for service on the organization's Board, and have the right to vote on amendments to the bylaws. Individual members elect the Board in national elections. Student, affiliate, honorary, and international members are not permitted to hold office or vote for officers or directors. The organization's sole Corporate Member, American Hospital Association, 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 form 990 is reviewed by the organization's management and legal department. It is then shared with the AONL 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, 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 Audit 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 disclosed to the board of trustees. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE CHIEF EXECUTIVE OFFICER OF AONL REPORTS TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) PRESIDENT. 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 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 AONL CEO 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. Form 990, Part VI, Line 19 Required documents available to the public The 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. Form 990, Part VIII, Line 2f Other Program Service Revenue OTHER - Total Revenue: 80938, Related or Exempt Function Revenue: 80938, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; AMERICAN HOSPITAL ASSOCIATION 155 NORTH WACKER STE 400 CHICAGO IL 606061725 360726140 MEMBERSHIP ORG. IL 501(c)(6) NA false HEALTH RESEARCH AND EDUCATIONAL TRUST 155 NORTH WACKER STE 400 CHICAGO IL 606061725 362203931 RESEARCH/EDUC IL 501(c)(3) Type I AHA false INSTITUTE FOR DIVERSITY IN HEALTHCARE 155 NORTH WACKER STE 400 CHICAGO IL 606061725 582094118 DIVERSITY IL 501(c)(3) 10 AHA false AHAPAC 325 7TH STREET NW WASHINGTON DC 20004 362996517 FOR POLITICAL CAMPAIGNS IL 527 AHA false AONL FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION 325 7TH STREET NW WASHINGTON DC 20004 272399044 SUPPORTING ORG. IL 501(c)(3) Type I AONL true HEALTH FORUM INC 155 NORTH WACKER DRIVE STE 400 CHICAGO IL 60606 364143432 PUBLICATIONS IL NA C Corporation 0 0 0 false false false false false false false false false false false true false true false true true false false false AMERICAN HOSPITAL ASSOCIATION K 443433 COST AMERICAN HOSPITAL ASSOCIATION P 265506 COST