2013-11-06T10:22:39-06:00 2013-06-30 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2012-07-01 416022987 HONOR SOCIETY OF NURSING SIGMA THETA TAU INTERNATIONAL INC HONO 3176348171 550 W NORTH ST INDIANAPOLIS IN 46202 PATRICIA E THOMPSON 3176348171 2013-11-01 1 ANITA W SHERMAN CPA P01395184 3172412999 2012 2016-02-24 21:20:13Z PATRICIA E THOMPSON 550 W NORTH ST INDIANAPOLIS IN 46202 12226694 0 X WWW.NURSINGSOCIETY.ORG X 1955 IN EDUCATION AND SCIENTIFIC RESEARCH KNOWLEDGE DISSEMINATION TO THE NURSING PROFESSION. 11 11 90 5559 0 0 8637167 8804453 2164235 1127184 240896 198844 788802 705207 11831100 10835688 177249 145969 0 0 4866473 4867752 0 0 0 5818162 5028865 10861884 10042586 969216 793102 15630344 16649328 8324434 8351583 7305910 8297745 THE ORGANIZATION OPERATES EXCLUSIVELY FOR THE PURPOSE OF EDUCATION AND SCIENTIFIC RESEARCH KNOWLEDGE DISSEMINATION TO THE NURSING PROFESSION. 0 0 7349740 THE PUBLICATION OF SIGMA THETA TAU'S TWO SOCIETY MAGAZINES, "REFLECTIONS" PUBLISHED BI-MONTHLY AND "JOURNAL OF NURSING SCHOLARSHIP" PUBLISHED QUARTERLY, PUBLIC RELATIONS AND AWARDS, AND MEDIA PROGRAMS EXPENSE. PROGRAM EXPENSES ARE ALSO INCURRED FOR THE LIBRARY DEPARTMENT AND OTHER MISCELLANEOUS PROGRAMS. 7349740 1 0 0 1 0 0 0 1 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 101 0 1 90 0 0 1 CA 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN X JODY DALTON 3176348171 550 WEST NORTH ST INDIANAPOLIS IN 46202 SUZANNE S PREVOST 20.00 X X 0 0 0 HESTER KLOPPER 12.00 X X 458 0 0 CATHY CATRAMBONE 7.00 X X 0 0 0 CONNIE SOBON-SENSOR 7.00 X X 0 0 0 NANCY SHARTS-HOPKO 7.00 X X 0 0 0 ROBIN BARTLETT 7.00 X 0 0 0 DANA BJARNASON 7.00 X 0 0 0 GLADYS MOURO 7.00 X 0 0 0 ROBIN TOMS 7.00 X 0 0 0 PATRICE K NICHOLAS 7.00 X 0 0 0 DORETTE WELK 7.00 X 0 0 0 JOETTA DALTON 40.00 X 112242 0 9460 PATRICIA THOMPSON 40.00 X 270313 0 13088 THOMAS POPCHEFF 40.00 X 127819 0 11441 CYNTHIA VLASICH 40.00 X 157496 0 11474 JOANNE MCGLOWN 40.00 X 152767 0 10526 LUANN LAMBUTH 40.00 X 124936 0 10621 MARY ANN SCOTT 40.00 X 113486 0 9273 1059517 0 75883 7 0 1 0 JOHN WILEY AND SONS INC PO BOX 18709 NEWARK NJ 07191 PUBLICATION 631724 UNITED HEALTHCARE 7440 WOODLAND DRIVE DEPT 1000 INDIANAPOLIS IN 46278 INSURANCE 440931 HERFF JONES 4601 WEST 62ND STREET INDIANAPOLIS IN 46268 RECOGNITION AND ACHIEVEMENT PRODUCTS 274259 WORRELL CORPORATION 305 SOUTH POST ROAD INDIANAPOLIS IN 46129 MARKETING 273084 UNITED PARCEL SERVICE 55 GLENLAKE PARKWAY NE ATLANTA GA 30328 SHIPPING 220333 5 8076420 728033 8804453 EVENTS AND PROGRAMS 900099 809304 809304 PUB., EDUC., & LEAD. 900099 317880 317880 1127184 157031 157031 904850 863037 41813 41813 41813 1075171 527969 547202 547202 MISCELLANEOUS 900099 158005 158005 158005 10835688 1832391 0 198844 X 145969 145969 415001 207501 207500 3592403 2652512 939891 182078 123397 58681 386031 287489 98542 292239 208417 83822 21896 1546 20350 33700 33700 1712876 1670668 42208 45012 45012 507501 448677 58824 33588 33588 347563 19338 328225 573725 409730 163995 492757 482182 10575 372755 372755 E-COMMERCE EXPENSE 286465 286465 FEES AND DUES 255565 82609 172956 EQUIPMENT RENTAL 189833 183114 6719 MISCELLANEOUS EXPENSE 118712 37548 81164 36917 23978 12939 10042586 7349740 2692846 0 5196332 6247219 224215 234599 315764 319004 638968 634822 3185644 2827948 707111 357696 3729014 3995285 4818940 4860703 15630344 16649328 990991 456732 5640656 5999980 1692787 1894871 8324434 8351583 X 7305910 8297745 7305910 8297745 15630344 16649328 X 793102 102733 96000 X X 0 1 X 1 0 X 8352695 8351557 8585575 8637167 8804454 42731448 1267549 2554623 1756762 3341235 2202355 11122524 9620244 10906180 10342337 11978402 11006809 53853972 0 0 0 53853972 83269 59414 95044 114295 157031 509053 83269 59414 95044 114295 157031 509053 447397 136801 178463 181922 158005 1102588 10150910 11102395 10615844 12274619 11321845 55465613 0.97090 0.96790 0.00920 0.00840 X 0 0 0 1 0 0 0 0 0 0 0 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: CO-SIGNED LETTER TO INDIANAPOLIS MAYOR GREG BALLARD TO LOBBY FOR GUN CONTROL. X 0 3185644 2827948 357696 357696 ACCOUNTS RECEIVABLE - RELATED PARTIES 4860703 4860703 RENEWAL DISTRIBUTION LIABILITY 1591298 RELATED PARTY ACCOUNTS PAYABLE 303573 1894871 X 16042416 102733 5103995 5206728 10835688 0 10835688 12042394 1999808 1999808 10042586 0 10042586 PART III, LINE 1A: THE SOCIETY MAINTAINS AN ART COLLECTION AND OTHER MEMORABILIA DEPICTING THE HISTORY OF THE ORGANIZATION AND ITS FOUNDERS AND MEMBERS. THE COLLECTION IS ON DISPLAY IN THE FOUNDER'S ROOM LOCATED AT THE ORGANIZATION'S HEADQUARTERS. DUE TO THE NATURE OF THE MEMORABILIA, A SPECIFIC DOLLAR AMOUNT CANNOT BE ATTACHED TO THE COLLECTION. AS SUCH, THE COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PART III, LINE 4: THE SOCIETY MAINTAINS AN ART COLLECTION AND OTHER MEMORABILIA DEPICTING THE HISTORY OF THE ORGANIZATION AND ITS FOUNDERS AND MEMBERS. THE COLLECTION IS ON DISPLAY IN THE FOUNDER'S ROOM LOCATED AT THE ORGANIZATION'S HEADQUARTERS. DUE TO THE NATURE OF THE MEMORABILIA, A SPECIFIC DOLLAR VALUE CANNOT BE ATTACHED TO THE COLLECTION. AS SUCH, THE COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE SOCIETY, NKI, AND THE FOUNDATION ARE NOT-FOR-PROFIT CORPORATIONS, CLASSIFIED AS PUBLIC CHARITIES 509(A)(1), AND ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. THE BUILDING CORPORATION IS A NOT-FOR-PROFIT CORPORATION, OTHER THAN A PRIVATE FOUNDATION, EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(2) OF THE U.S. INTERNAL REVENUE CODE AS A TITLE HOLDING CORPORATION FOR EXEMPT ORGANIZATIONS. ACCOUNTING STANDARDS FOR INCOME TAXES PROVIDE DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. THE ORGANIZATIONS INDIVIDUALLY EVALUATE THEIR ACTIVITIES TO DETERMINE THAT THEY ARE IN COMPLIANCE WITH THEIR EXEMPT PURPOSE. ALL TAX PERIODS PRIOR TO 2009 ARE NO LONGER SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 527,969. ELIMINATIONS IN CONSOLIDATION -2,237,830. INTERNATIONAL HONOR SOCIETY OF NURSING FOUNDATION, INC. 4,571,202. INTERNATIONAL HONOR SOCIETY OF NURSING BUILDING CORPORATION 631,862. NURSING KNOWLEDGE INTERNATIONAL, INC. 1,610,792. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 527,969. ELIMINATIONS IN CONSOLIDATION -2,237,830. INTERNATIONAL HONOR SOCIETY OF NURSING FOUNDATION, INC. 1,316,372. INTERNATIONAL HONOR SOCIETY OF NURSING BUILDING CORPORATION 631,862. NURSING KNOWLEDGE INTERNATIONAL, INC. 1,761,435. 0 AUSTRALIA 0 0 INTERNATIONAL NURSING RESEARCH CONGRESS IN BRISBANE, AUSTRALIA EDUCATION AND KNOWLEDGE-SHARING 524287 SUB-SAHARAN AFRICA - SOUTH AFRICA 0 0 MATERNAL CHILD HEALTH NURSE LEADERSHIP ACADEMY IN POTCHEFSTROOM, SOUTH AFRICA EDUCATION AND KNOWLEDGE-SHARING 20038 SUB-SAHARAN AFRICA - SOUTH AFRICA 1 1 SIGMA THETA TAU INTERNATIONAL OFFICE IN PRETORIA, SOUTH AFRICA OFFICE OPENED JANUARY 2012 WITH ONE PART-TIME EMPLOYEE. ACTIVITIES BEING CONDUCTED IN THE OFFICE FOCUS ON MEMBER SERVICE, BUILDING PROFESSIONAL RELATIONSHIPS, IDENTIFYING PARTNERING OPPORTUNITIES, PROMOTING COLLABORATION WITH STAKEHOLDERS, AND MONITORING AND EVALUATING THE ACTIVITIES/PROGRAMS OF THE CHAPTER. 76156 1 1 0 0 1 1 620481 0 620481 CANADA ATI EDUCATIONAL ASSESSMENT NURSING RESEARCH GRANT 6000 1 0 0 0 0 0 0 1 ONCOLOGY NURSING SOCIETY FOUNDATION 125 ENTERPRISE DRIVE PITTSBURGH PA 15275 251410081 501(C)(3) 25000 CASH GRANT ONCOLOGY NURSING SOCIETY FOUNDATION GRANT AMERICAN ASSOCIATION OF CRITICAL CARE NURSES 101 COLUMBIA ALISO VIEJO CA 92656 952706905 501(C)(3) 10000 CASH GRANT AMERICAN ASSOCIATION OF CRITICAL CARE NURSES GRANT UNIVERSITY OF PITTSBURGH PO BOX 371220 PITTSBURGH PA 15251 250965591 501(C)(3) 9500 CASH GRANT HOSPICE AND PALLIATIVE NURSES FOUNDATION END OF LIFE NURSING CARE RESEARCH GRANT JOHN HOPKINS UNIVERSITY SCHOOL OF NURSING 525 N WOLFE ST BALTIMORE MD 21205 520595110 501(C)(3) 7500 CASH GRANT AMERICAN NURSES FOUNDATION GRANT THE RESEARCH INSTITUTE AT NATIONWIDE CHILDREN'S HOSPITAL 700 CHILDRENS DRIVE COLUMBUS OH 43205 314379441 501(C)(3) 8375 CASH GRANT CAE-METI SIMULATION IN NURSING RESEARCH GRANT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: A FINAL REPORT MUST BE SUBMITTED TO SIGMA THETA WITHIN 90 DAYS OF THE END OF THE GRANT PERIOD, PROVIDING AN EXPLANATION OF HOW THE GRANT MONIES WERE USED. X 1 1 X 0 0 0 0 0 0 0 0 0 PATRICIA THOMPSON 270313 0 0 0 0 0 5406 0 7682 0 283401 0 0 0 CYNTHIA VLASICH 157496 0 0 0 0 0 3150 0 8324 0 168970 0 0 0 JOANNE MCGLOWN 152767 0 0 0 0 0 3055 0 7471 0 163293 0 0 0 PART I, LINE 1A CEO HAS DISCRETIONARY FUND AND THERE IS A POLICY THAT DESCRIBES THIS FUND. THE FUND COVERS ALL BUSINESS-RELATED EXPENSES SO IT IS NOT TREATED AS TAXABLE COMPENSATION. HESTER KLOPPER PRESIDENT ELECT OF HONOR SOCIETY OF NURSING SIGMA THETA TAU INTERNATIONAL 75000 HESTER KLOPPER BECAME CHIEF EXECUTIVE OFFICER OF FUNDISA (FORUM OF UNIVERSITY NURSING DEANS OF SOUTH AFRICA) ON JANUARY 7, 2013. THE ORGANIZATION COMPENSATES FUNDISA FOR SERVICES TO IT'S AFRICAN REGION CHAPTER AND MEMBERS. THE COMPENSATION FOR SERVICES IS PAID AT A FAIR VALUE. 0 FORM 990, PART VI, SECTION A, LINE 6 SIGMA THETA TAU INTERNATIONAL HAS A MEMBERSHIP AND DOES NOT DISCRIMINATE. CANDIDATES ARE QUALIFIED FOR MEMBERSHIP SO LONG AS ELIGIBILITY REQUIREMENTS ARE MET. STUDENT CANDIDATES SHALL HAVE DEMONSTRATED SUPERIOR ACADEMIC ACHIEVEMENT, ACADEMIC INTEGRITY AND PROFESSIONAL LEADERSHIP POTENTIAL. MEMBERS MAY BE STUDENTS IN BASIC PROGRAMS, STUDENTS IN GRADUATE PROGRAMS, NURSE LEADERS, OR HONORARY MEMBERS. MEMBERS MAY BE DESIGNATED AS HONORARY, ACTIVE OR INACTIVE. MEMBERS MAY ALSO FORMALLY REQUEST TO DISCONTINUE MEMBERSHIP. ACTIVE MEMBERS PAY ANNUAL CHAPTER AND INTERNATIONAL FEES. HONORARY MEMBERS ARE DESIGNATED AS ACTIVE WITHOUT PAYMENT OF FEES. INACTIVE MEMBERS HAVE NOT PAID ANNUAL CHAPTER AND INTERNATIONAL FEES, BUT SHALL BECOME ACTIVE AT ANY TIME BY PAYING CURRENT RENEWAL FEES. FORM 990, PART VI, SECTION A, LINE 7A THE ELECTION OF THE BOARD TAKES PLACE AT THE HOUSE OF DELEGATES HELD AT THE BIENNIAL CONVENTION CONDUCTED EVERY ODD-NUMBERED YEAR. EACH CHAPTER MAY CAST TWO VOTES THROUGH APPOINTED DELEGATES. IN ADDITION TO CHAPTER DELEGATES, SPECIAL DELEGATES CONSISTING OF THE BOARD, PAST PRESIDENTS, CHAIRS OF STANDING COMMITTEES, AND THE REGIONAL COORDINATORS EACH CAST ONE VOTE IN THE ELECTION. A QUORUM CONSISTING OF 3 OFFICER MEMBERS OF THE BOARD, 4 NON-OFFICER MEMBERS OF THE BOARD, AND REPRESENTATION FROM THREE-FOURTHS OF CHAPTERS MUST BE MET IN ORDER TO HOLD THE ELECTION. DETAILS ABOUT THE ELECTIONS CAN BE FOUND IN ARTICLE IX "ELECTIONS" OF THE 2007-2009 BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B DELEGATES OF THE ORGANIZATION ARE GIVEN THE AUTHORITY TO AMEND THE SOCIETY'S BYLAWS, WITH OR WITHOUT NOTICE FROM THE BOARD OF DIRECTORS. THE BOARD-APPROVED DIRECTION OF THE ORGANIZATION AND RELATED INITIATIVES ARE PRESENTED TO AND ACCEPTED BY THE SOCIETY'S DELEGATES IN THE FORM OF REPORTS AND RESOLUTIONS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE REVIEWED BY THE CORPORATE AUDIT AND ACCOUNTABILITY COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF STTI'S BOARD AND COMMITTEES SHALL STRIVE TO AVOID ANY CONFLICT BETWEEN HIS OR HER OWN RESPECTIVE INDIVIDUAL INTERESTS AND THE INTERESTS OF STTI IN EACH ACTION TAKEN ON BEHALF OF STTI. IF ANY SUCH PERSON STANDS TO DERIVE PERSONAL GAIN OR BENEFIT FROM A TRANSACTION WITH STTI OR HAS ANY DIRECT OR INDIRECT INTEREST IN OR RELATIONSHIP WITH ANY INDIVIDUAL OR ORGANIZATION WHICH: MAY BE SEEN AS COMPETING WITH THE INTERESTS OR CONCERNS OF STTI; OR PROPOSES TO RENDER OR EMPLOY SERVICES, PERSONAL OR OTHERWISE TO STTI OR TO EMPLOY ANY MEMBER OF ITS BOARD, COMMITTEE, OR STAFF, OR PROPOSES TO ENTER INTO ANY FINANCIAL TRANSACTION WITH STTI, SUCH PERSON SHALL GIVE IMMEDIATE NOTICE OF SUCH INTEREST OR RELATIONSHIP TO THE BOARD OF STTI AND SHALL REFRAIN FROM VOTING OR OTHERWISE ATTEMPTING TO AFFECT ANY DECISION FOR STTI TO PARTICIPATE OR NOT TO PARTICIPATE IN SUCH TRANSACTION AND THE MANNER OR TERMS OF SUCH PARTICIPATION. ONCE THE BOARD OF DIRECTORS IS NOTIFIED OF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST THE BOARD MAY DETERMINE THAT THE PERSON MAY CONTINUE HIS OR HER STTI DUTIES OR ACTIVITIES, SUBJECT TO APPROPRIATE LIMITATIONS WITH REGARD TO THE CONFLICT MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SLARY IS DETERMINED BY THE BOARD OF DIRECTORS. THEY CONSIDER INFORMATION GATHERED FROM LIKE NON-PROFIT BUSINESSES OF COMPARABLE SIZE AND SCOPE. ALL OTHER KEY EMPLOYEE SALARIES ARE DETERMINED BY THE HUMAN RESOURCES DEPARTMENT. UPDATED SALARY SURVEY INFORMATION IS GATHERED FROM A VARIETY OF NON-PROFIT BUSINESSES SIMILAR IN LOCATION, SIZE, AND JOB RESPONSIBILITY. EACH POSITION HAS A JOB DESCRIPTION CONTAINING MAJOR RESPONSIBLITIES OF THE POSITION, EDUCATION AND EXPERIENCE REQUIRED, AND SCOPE OF THE POSITION WHICH IS ALL APPROVED BY THE CEO. EACH POSITION IS PLACED IN A LEVEL (1-6) WHICH IS CORRELATED TO A SALARY BAND. USING THAT INFORMATION ALONG WITH THE SALARY SURVEY INFORMATION, AN APPROPRIATE SALARY IS DETERMINED. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. BYLAWS AND ANNUAL REPORTS ARE POSTED ON THE WEBSITE. OTHER FEES FORM 990, PART IX, LINE 11G CONTRACTUAL: PROGRAM SERVICE EXPENSES 1,670,668. MANAGEMENT AND GENERAL EXPENSES 42,208. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,712,876. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: FAIR VALUE ADJUSTMENT OF RELATED PARTY RECEIVABLES 96,000. FORM 990, PART XII, LINE 2C: RFP PROCESS IS DONE EVERY 3 YEARS AND INDEPENDENT ACCOUNTANT IS SELECTED BY CORPORATE AUDIT AND ACCOUNTABILITY COMMITTEE. CORPORATE AUDIT AND ACCOUNTABILITY COMMITTEE REVIEWS THE AUDIT BEFORE IT IS PRESENTED TO THE BOARD. INTERNATIONAL HONOR SOCIETY OF NURSING BUILDING CORPORATION 550 W NORTH ST INDIANAPOLIS IN 46202 351908860 HOLDS THE REAL ESTATE OF THE INTERNATIONAL HONOR SOCIETY. IN 501(C)(2) 0 NURSING KNOWLEDGE INTERNATIONAL INC 550 W NORTH ST INDIANAPOLIS IN 46202 352189031 EDUCATION AND SCIENTIFIC RESEARCH KNOWLEDGE DISSEMINATION TO NURSES. IN 501(C)(3) SCHEDULE A, LINE 9 0 INTERNATIONAL HONOR SOCIETY OF NURSING FOUNDATION INC 550 W NORTH ST INDIANAPOLIS IN 46202 351908863 PROVIDES FUNDS TO THE INTERNATIONAL HONOR SOCIETY. IN 501(C)(3) SCHEDULE A, LINE 7 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 INTERNATIONAL HONOR SOCIETY OF NURSING FOUNDATION INC C 549450 CASH GRANT INTERNATIONAL HONOR SOCIETY OF NURSING FOUNDATION INC L 5000 CASH PAID FOR SERVICES INTERNATIONAL HONOR SOCIETY OF NURSING FOUNDATION INC O 398494 COST OF SHARED SALARIES INTERNATIONAL HONOR SOCIETY OF NURSING BUILDING CORPORATION C 171865 CASH GRANT INTERNATIONAL HONOR SOCIETY OF NURSING BUILDING CORPORATION K 236244 CASH RENT INTERNATIONAL HONOR SOCIETY OF NURSING BUILDING CORPORATION L 24000 CASH PAID FOR SERVICES INTERNATIONAL HONOR SOCIETY OF NURSING BUILDING CORPORATION D 100116 CASH LOANED NURSING KNOWLEDGE INTERNATIONAL INC D 130312 CASH LOANED NURSING KNOWLEDGE INTERNATIONAL INC G 1043773 COST OF MERCHANDISE NURSING KNOWLEDGE INTERNATIONAL INC L 50000 CASH PAID FOR SERVICES NURSING KNOWLEDGE INTERNATIONAL INC O 383919 COST OF SHARED SALARIES