AMERICAN ASSOCIATION OF NURSE ANESTHETISTS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (EIN 36-2113743)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-07-12
- IRS object ID
- 201221949349300907
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-12T16:00:08-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 West Madison Street | AddressLine1 |
| Address Line2 | Suite 700 | AddressLine2 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606024903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362113743 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF NURSE ANESTHETISTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 8476927050 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S Prospect Ave | AddressLine1 |
| City | Park Ridge | City |
| State | IL | State |
| ZIP Code | 60068 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH HOFFMAN | Name |
| Title | OFFICER | Title |
| Date Signed | 2012-07-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3128997000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WANDA O WILSON | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S Prospect Ave | AddressLine1 |
| City | Park Ridge | City |
| State | IL | State |
| ZIP Code | 60068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 38994404 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.AANA.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE PATIENT SAFETY AND EXCELLENCE IN ANESTHESIA, PROMOTE THE PROFESSION OF NURSE ANESTHESIA, AND SUPPORT ITS MEMBERS THROUGH ADVOCACY, EDUCATION AND PROFESSIONAL PRACTICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 160 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 1402231 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 335452 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18425102 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19350127 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 91981 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3667501 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2052347 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1952445 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20569430 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24970073 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3217993 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2031129 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8240587 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9755070 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10547661 | OtherExpensePriorYear |
| Other Expenses Current Year | 10651601 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22006241 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22437800 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1436811 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2532273 | RevenuesLessExpensesCY |
| Total Assets BOY | 35607681 | TotalAssetsBOY |
| Total Assets EOY | 36356856 | TotalAssetsEOY |
| Total Liabilities BOY | 21433386 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18853465 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14174295 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17503391 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ADVANCE PATIENT SAFETY AND EXCELLENCE IN ANESTHESIA, PROMOTE THE PROFESSION OF NURSE ANESTHESIA, AND SUPPORT ITS MEMBERS THROUGH ADVOCACY, EDUCATION AND PROFESSIONAL PRACTICE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | ADVOCACY: THE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (AANA), WHICH REPRESENTS MORE THAN 40,000 CERTIFIED REGISTERED NURSE ANESTHETISTS (CRNA'S) AND STUDENT NURSE ANESTHETISTS NATIONWIDE, ADVOCATES FOR CHANGES TO THE NATION'S HEALTHCARE SYSTEM WHICH INCREASE ANESTHESIA PATIENT SAFETY AND AFFORDABILITY OF ANESTHESIA SERVICES, MAXIMIZE PATIENT ACCESS TO CARE, SUPPORT PATIENTS' RIGHTS TO RECEIVE CARE FROM THE PROVIDERS OF THEIR CHOICE, AND ENSURE NURSE ANESTHESIA EDUCATIONAL OPPORTUNITIES. THE NURSE ANESTHESIA PROFESSION ALSO SUPPORTS PUBLIC AND INSTITUTIONAL POLICY WHICH ENABLES MAXIMUM UTILIZATION OF CRNA'S AND THEIR ABILITY TO WORK WITHIN THEIR FULL AND LEGAL SCOPE OF PRACTICE. THEIR RECORD OF PATIENT SAFETY IS EXCELLENT. ACCORDING TO A 1999 REPORT FROM THE INSTITUTE OF MEDICINE, ANESTHESIA CARE IS NEARLY 50 TIMES SAFER TODAY THAN IT WAS IN THE 1980'S. NUMEROUS OUTCOME STUDIES HAVE DEMONSTRATED THAT THERE IS NO DIFFERENCE IN THE QUALITY OF CARE PROVIDED BY CRNA'S AND THEIR PHYSICIAN ANESTHESIOLOGIST COUNTERPARTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATION/PROFESSIONAL DEVELOPMENT: THE NURSE ANESTHESIA SPECIALTY REQUIRES THE DEVELOPMENT OF EXPERT CLINICAL JUDGMENT SKILLS AND CRITICAL THINKING CAPABILITIES THAT PREPARE THE NURSE ANESTHETIST TO SAFELY ENGAGE IN THE FULL SCOPE OF ANESTHESIA PRACTICE AS DEFINED BY THE PROFESSION. THE EDUCATIONAL PREPARATION OF CERTIFIED REGISTERED NURSE ANESTHETISTS (CRNA'S) IS CONDUCTED IN MORE THAN 100 ACCREDITED GRADUATE-LEVEL PROGRAMS THROUGHOUT THE UNITED STATES AND PUERTO RICO. GRADUATES OF ACCREDITED NURSE ANESTHESIA EDUCATIONAL PROGRAMS MUST PASS THE RIGOROUS NATIONAL CERTIFICATION EXAMINATION FOR NURSE ANESTHETISTS IN ORDER TO BECOME QUALIFIED TO PRACTICE AS A CRNA. RECERTIFICATION, WHICH INCLUDES REQUIREMENTS FOR ANESTHESIA PRACTICE AS WELL AS CONTINUING EDUCATION, MUST BE SUCCESSFULLY ACCOMPLISHED EVERY TWO YEARS IN ORDER TO CONTINUE TO PRACTICE AS A CRNA. THE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (AANA), AS WELL AS EXTERNAL ORGANIZATIONS, PROVIDES BOTH IN-PERSON AND ONLINE CONTINUING EDUCATION OPPORTUNITIES FOR CRNA'S.THE EDUCATION OF NURSE ANESTHETISTS HAS BEEN A PRIORITY OF THE AANA SINCE IT WAS ESTABLISHED IN 1931. THE CERTIFICATION EXAMINATION WAS FIRST ADMINISTERED IN 1945, AND MANDATORY CONTINUING EDUCATION BECAME EFFECTIVE IN 1978. IN 1986, A BACHELOR'S DEGREE IN NURSING OR A RELATED DEGREE WAS REQUIRED FOR ADMISSION TO NURSE ANESTHESIA PROGRAMS, AND BY 1998 ALL PROGRAMS WERE REQUIRED TO BE AT THE GRADUATE LEVEL, AWARDING AT LEAST A MASTER'S DEGREE. IN 2007, THE AANA ADOPTED A POSITION STATEMENT SUPPORTING DOCTORAL EDUCATION FOR ENTRY INTO PRACTICE BY 2025.THE EDUCATIONAL COST TO PREPARE CRNA'S IS SIGNIFICANTLY LESS THAN THE COST TO PREPARE PHYSICIAN ANESTHESIOLOGISTS. BECOMING A CRNA USUALLY TAKES A MINIMUM OF SEVEN TO EIGHT YEARS (INCLUDING A YEAR OF ACUTE CARE NURSING EXPERIENCE); BECOMING AN ANESTHESIOLOGIST USUALLY TAKES 12 YEARS. RESEARCH HAS SHOWN THAT APPROXIMATELY 10 CRNA'S CAN BE EDUCATED FOR THE COST OF ONE ANESTHESIOLOGIST. ADDITIONALLY, CRNA'S ENTER THE WORKFORCE AND START PROVIDING PATIENT CARE FOUR YEARS SOONER THAN ANESTHESIOLOGISTS, ANOTHER BENEFIT TO THE OVERALL HEALTHCARE SYSTEM. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCOPE OF PRACTICE: NURSE ANESTHETISTS HAVE A DOCUMENTED HISTORY OF PROVIDING SAFE, HIGH-QUALITY ANESTHESIA CARE. TODAY, NEARLY 150 YEARS AFTER THE PROFESSION'S HUMBLE YET HEROIC BEGINNINGS ON THE BATTLEFIELDS OF THE CIVIL WAR, CERTIFIED REGISTERED NURSE ANESTHETISTS (CRNA'S) ARE THE HANDS-ON PROVIDERS OF MORE THAN 32 MILLION ANESTHETICS GIVEN TO PATIENTS EACH YEAR IN THE UNITED STATES. THE LONGEVITY AND GROWTH OF THE SPECIALTY CAN BE ATTRIBUTED DIRECTLY TO NURSE ANESTHETISTS' COMMITMENT TO EXCELLENCE AND PATIENT SAFETY, THEIR WILLINGNESS TO PROVIDE SERVICES WHEN AND WHERE NEEDED, AND THE PROVISION OF THOSE SERVICES AT REASONABLE COST. THEY ARE QUALIFIED TO MAKE INDEPENDENT JUDGMENTS CONCERNING ALL ASPECTS OF ANESTHESIA CARE BASED ON THEIR EDUCATION, LICENSURE, AND CERTIFICATION. CRNA'S ARE LEGALLY RESPONSIBLE FOR THE ANESTHESIA CARE THEY PROVIDE AND ARE RECOGNIZED IN STATE LAW IN ALL 50 STATES, THE DISTRICT OF COLUMBIA, PUERTO RICO, AND THE VIRGIN ISLANDS. WITH ITS STATED MISSION OF "ADVANCING PATIENT SAFETY AND EXCELLENCE IN ANESTHESIA," THE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (AANA) HAS BEEN COMMITTED TO IMPROVING THE QUALITY OF ANESTHESIA CARE PROVIDED BY NURSE ANESTHETISTS SINCE IT WAS ESTABLISHED IN 1931. TO THAT END, THE AANA HAS DEVELOPED STANDARDS FOR PRE-, PERI-, AND POST-ANESTHESIA CARE, AS WELL AS GUIDELINES FOR OBSTETRICAL ANALGESIA AND ANESTHESIA, WASTE GAS MANAGEMENT, AND INFECTION CONTROL THAT ARE ACKNOWLEDGED BY NURSING, MEDICAL, AND ALLIED HEALTH SPECIALTY GROUPS. ADDITIONALLY, THE AANA FOSTERS CRNA PARTICIPATION IN AND SUPPORT FOR CONTINUING EDUCATION PROGRAMS, PATIENT SAFETY RESEARCH, PATIENT SATISFACTION SURVEYS, THE ADVANCEMENT OF ANESTHESIA TECHNIQUES AND TECHNOLOGY, AND THE DEVELOPMENT OF PRACTICE STANDARDS AND GUIDELINES. NUMEROUS STUDIES HAVE SHOWN THAT ANESTHESIA CARE PROVIDED BY CRNA'S AND PHYSICIAN ANESTHESIOLOGISTS, WHETHER WORKING INDEPENDENTLY OR TOGETHER, HAS NEVER BEEN SAFER. ACCORDING TO THE 1999 INSTITUTE OF MEDICINE REPORT "TO ERR IS HUMAN: BUILDING A SAFER HEALTH SYSTEM," ANESTHESIA IS NEARLY 50 TIMES SAFER THAN IT WAS IN THE 1980'S. CONTRIBUTING FACTORS INCLUDE ADVANCES IN ANESTHETIC DRUGS, MONITORING TECHNOLOGY, PRACTICE STANDARDS AND TECHNIQUES, AND THE PREPARATION AND CONTINUING EDUCATION OF CRNA'S AND ANESTHESIOLOGISTS. WORKING IN COLLABORATION WITH SURGEONS, PHYSICIAN ANESTHESIOLOGISTS, AND OTHER QUALIFIED HEALTHCARE PROFESSIONALS, CRNA'S PRACTICE IN EVERY SETTING IN WHICH ANESTHESIA IS DELIVERED: TRADITIONAL HOSPITAL SURGICAL SUITES AND OBSTETRICAL DELIVERY ROOMS; CRITICAL ACCESS HOSPITALS; AMBULATORY SURGICAL CENTERS; THE OFFICES OF DENTISTS, PODIATRISTS, OPHTHALMOLOGISTS, PLASTIC SURGEONS, AND PAIN MANAGEMENT SPECIALISTS; AND U.S. MILITARY, PUBLIC HEALTH SERVICES, AND DEPARTMENT OF VETERANS AFFAIRS HEALTHCARE FACILITIES. WHEN ANESTHESIA IS ADMINISTERED BY A NURSE ANESTHETIST, IT IS RECOGNIZED AS THE PRACTICE OF NURSING; WHEN ADMINISTERED BY AN ANESTHESIOLOGIST, IT IS RECOGNIZED AS THE PRACTICE OF MEDICINE. REGARDLESS OF WHETHER THEIR EDUCATIONAL BACKGROUND IS IN NURSING OR MEDICINE, ALL ANESTHESIA PROFESSIONALS GIVE ANESTHESIA THE SAME WAY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 115 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 160 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth Hoffman | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8476551120 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S PROSPECT AVENUE | AddressLine1 |
| City | PARK RIDGE | City |
| State | IL | State |
| ZIP Code | 60068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer | Individual Trustee Or DirectorIndividualTrusteeOrDirector |
|---|---|---|---|---|---|---|---|---|
| JOHN PRESTON | ||||||||
| SENIOR DIRECTOR | 35 | X | 187672 | 0 | 31324 | |||
| FRANK PURCELL | ||||||||
| SENIOR DIRECTOR, FGA | 35 | X | 191044 | 0 | 35369 | |||
| LORRAINE JORDAN | ||||||||
| EXECUTIVE DIRECTOR - FOUNDATION | 35 | X | 176218 | 0 | 38966 | |||
| MITCHELL TOBIN | ||||||||
| SENIOR DIRECTOR, SGA | 35 | X | 189755 | 0 | 30151 | |||
| JEFFERY BEUTLER | ||||||||
| EXECUTIVE DIRECTOR | 35 | 192368 | 0 | 11455 | X | X | ||
| BRUCE WEINER | ||||||||
| DIRECTOR | 1 | 2000 | 0 | 0 | X | |||
| RONALD CASTALDO | ||||||||
| DIRECTOR | 1 | 2000 | 0 | 0 | X | |||
| TODD HERZOG | ||||||||
| DIRECTOR | 1 | 5950 | 0 | 0 | X | |||
| GARY CLARK | ||||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | |||
| KAREN EISBERNER | ||||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | |||
| JANICE IZLAR | ||||||||
| DIRECTOR | 1 | 7000 | 0 | 0 | X | |||
| STEVE ALVES | ||||||||
| DIRECTOR | 1 | 5000 | 0 | 0 | X | |||
| PAUL SANTORO | ||||||||
| VP/DIRECTOR | 1 | 20250 | 0 | 0 | X | X | ||
| JAMES WALKER | ||||||||
| PRESIDENT- ELECT/DIRECTOR | 1 | 0 | 0 | 0 | X | X | ||
| JACKIE ROWLES | ||||||||
| PRESIDENT/DIRECTOR | 1 | 0 | 0 | 0 | X | X | ||
| DENNIS BLESS | ||||||||
| DIRECTOR | 1 | 2000 | 0 | 0 | X | |||
| DEBRA MALINA | ||||||||
| DIRECTOR | 1 | 5400 | 0 | 0 | X | |||
| JOHN MCFADDEN | ||||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | |||
| CHERYL NIMMO | ||||||||
| DIRECTOR | 1 | 4200 | 0 | 0 | X | |||
| SHARON PEARCE | ||||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | |||
| LYNN REEDE | ||||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | |||
| DANIEL SIMONSON | ||||||||
| DIRECTOR | 1 | 4000 | 0 | 0 | X | |||
| HENRY TALLEY | ||||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | |||
| WANDA WILSON | ||||||||
| EXECUTIVE DIRECTOR | 40 | 302902 | 0 | 11032 | X | |||
| LISA THIEMANN | ||||||||
| SENIOR DIRECTOR | 40 | X | 183113 | 0 | 33701 | |||
| JEFF RAIZEN | ||||||||
| SENIOR DIRECTOR, FINANCE & ADMINISTRATIVE SERVICES | 40 | 150546 | 0 | 26989 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1631418 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 218987 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ENVISION GRAPHICS | |||||
| 225 MADSEN DRIVE | BLOOMINGDALE | IL | 60018 | GRAPHICAL DESIGN | 577010 |
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 43003 | ATLANTA | GA | 30384 | TRAVEL SERVICES | 367262 |
| SARDIS MEDIA LTD | |||||
| 888 E BELVIDERE RD STE 319 | GARYSLAKE | IL | 60030 | AUDIO VISUAL | 282509 |
| SHERATON SEATTLE HOTEL | |||||
| 1400 SITH AVE | SEATTLE | WA | 98101 | TRAVEL SERVICES | 165886 |
| MTM TECHNOLOGIES | |||||
| 62656 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | SOFTWARE SERVICES | 163756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ADVERTISING REVENUE | 541800 | 864329 | 86967 | 777362 |
| LABEL SALES | 541870 | 165649 | 165649 | |
| SERVICE FEES | 900099 | 1465126 | 1465126 | |
| MEMBERSHIP DUES | 900099 | 14321276 | 14321276 | |
| WORKSHOP & CONFERENCE FEES | 900099 | 2533747 | 2533747 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19350127 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3303415 | TotalRevenueColumn |
| Exclusion | $3,303,415 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 716658 | TotalRevenueColumn |
| Exclusion | $716,658 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 648590 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 648590 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 648590 | TotalRevenueColumn |
| Unrelated Business Revenue | 459220 | UnrelatedBusinessRevenue |
| Exclusion | $189,370 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14255149 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13891063 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 364086 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 364086 | TotalRevenueColumn |
| Exclusion | $364,086 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 231152 | GrossSalesOfInventory |
| Cost Of Goods Sold | 133268 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 97884 | TotalRevenueColumn |
| Exclusion | $97,884 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISC INCOME | 900099 | 57197 | 57197 |
| SPECIAL EVENT | 900099 | 432116 | 432116 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 489313 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24970073 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18896429 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1402231 | UnrelatedBusinessRevenue |
| Exclusion | $4,671,413 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2031129 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 549269 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203823 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6506371 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 993162 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1007872 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 494573 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375473 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228636 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23567 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66675 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 640526 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193783 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1255866 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 934037 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 944471 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1297 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1476887 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62325 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 492619 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87387 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PRINTING & PUBLICATION | 1494025 |
| BOARD & COMMITTEE EXPENSE | 759273 |
| PROJECT EXPENSES | 642803 |
| INCOME TAX EXPENSE | 238202 |
| SPEAKER EXPENSES | 180256 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 553493 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22437800 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3364025 | BOY |
| EOY | 1194327 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10198197 | BOY |
| EOY | 13003976 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 552735 | BOY |
| EOY | 594651 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164995 | BOY |
| EOY | 166507 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413164 | BOY |
| EOY | 256106 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14616737 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6743070 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7486373 | BOY |
| EOY | 7873667 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7791843 | BOY |
| EOY | 9292902 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5636349 | BOY |
| EOY | 3974720 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35607681 | BOY |
| EOY | 36356856 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5028665 | BOY |
| EOY | 4729976 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6501941 | BOY |
| EOY | 7606204 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9902780 | BOY |
| EOY | 6517285 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21433386 | BOY |
| EOY | 18853465 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14174295 | BOY |
| EOY | 17503391 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14174295 | BOY |
| EOY | 17503391 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35607681 | BOY |
| EOY | 36356856 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2532273 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 796823 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | true | AgreeToCarryoverPriorYear |
| Dues Assessments | 14321276 | DuesAssessments |
| Non Ded Lobby Political Current | 1540000 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 530605 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 2070605 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 1455560 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 615045 | AmountToBeCarriedOver |
| Taxable | $0 | TaxableAmount |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1575000 | OtherCostOrOtherBasis |
| Book Value | 1575000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4008514 | OtherCostOrOtherBasis |
| Depreciation | 1374495 | Depreciation |
| Book Value | 2634019 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3366026 | OtherCostOrOtherBasis |
| Depreciation | 1618323 | Depreciation |
| Book Value | 1747703 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5667197 | OtherCostOrOtherBasis |
| Depreciation | 3750252 | Depreciation |
| Book Value | 1916945 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7873667 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM AFFILIATES | Description |
| Book Value | 3974720 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3974720 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUES PAYABLE TO STATE ASSOCIATIONS | $2,995,705 |
| DUE TO AFFILIATES | $3,521,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6517285 | TotalOfAmounts |
| Total Revenue | 24970073 | TotalRevenue |
| Total Expenses | 22437800 | TotalExpenses |
| Excess Or Deficit For Year | 2532273 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -11925 | NetUnrealizedGLOnInvestments |
| Other | $808,749 | OtherAmount |
| Total Adjustments | 796824 | TotalAdjustments |
| Excess Or Deficit Per FS | 3329097 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25900164 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -11925 | NetUnrealizedGainsInvestments |
| Other Revenues | 942016 | OtherRevenues |
| Revenue Not Rptd F990 | 930091 | RevenueNotRptdF990 |
| Revenue Subtotal | 24970073 | RevenueSubtotal |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24970073 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22571068 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 133268 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 133268 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22437800 | ExpensesSubtotal |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22437800 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | AANA RECOGNIZES THE AMOUNT OF TAXES PAYABLE OR REFUNDABLE FOR THE CURRENT YEAR, AND DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES OF TRANSACTIONS THAT HAVE BEEN RECOGNIZED IN AMS' FINANCIAL STATEMENTS OR TAX RETURNS. A VALUATION ALLOWANCE IS PROVIDED WHEN IT IS MORE LIKELY THAN NOT THAT SOME PORTION OR ALL OF A DEFERRED TAX ASSET WILL NOT BE REALIZED. AANA FOLLOWS ACCOUNTING STANDARDS APPLICABLE TO UNCERTAIN INCOME TAX POSITIONS. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. AANA RECOGNIZES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. THE ORGANIZATION RECOGNIZED AND ACCRUED NO AMOUNTS FOR INTEREST AND PENALTIES AS OF AUGUST 31, 2011 OR AUGUST 31, 2010, AND FOR THE YEARS THEN ENDED. |
| Other changes in net assets | Schedule D, Part XI, Line 8 | CHANGE IN PENSION OBLIGATION - -490919; MEMBER CONTRIBUTIONS TO PAC - 1299668; |
| Other revenues in audited financial statements not in form 990 | Schedule D, Part XII, Line 2d | COST OF GOODS SOLD - 133268; CONTRIBUTIONS REPORTED ON PAC - 1299667; CHANGE IN PENSION OBLIGATION - -490919; |
| Other expenses in audited financial statements not in form 990 | Schedule D, Part XIII, Line 2d | COST OF GOODS SOLD - 133268; |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| DELEWARE ANA | ||||||||||
| 446 VALLEY BROOK DR | HOCKESSIN | DE | 19707 | 510333263 | 501C6 | 14800 | 0 | N/A | N/A | GENERAL SUPPORT |
| NEW HAMPSHIRE ANA | ||||||||||
| 16 TOWHEE DR | HUDSON | NH | 14800 | 020334415 | 501C6 | 12940 | 0 | N/A | N/A | GENERAL SUPPORT |
| NEW MEXICO ANA | ||||||||||
| PO BOX 92885 | ALBUQUERQUE | NM | 87199 | 510225221 | 501C6 | 20613 | 0 | N/A | N/A | GENERAL SUPPORT |
| VERMONT ANA | ||||||||||
| 8 PINE BROOK LN APT D6 | NORTH SPRINGFIELD | VT | 05150 | 521374459 | 501C6 | 40185 | 0 | N/A | N/A | GENERAL SUPPORT |
| ALASKA ANA | ||||||||||
| PO BOX 232584 | ANCHORAGE | AK | 99523 | 710962538 | 501C6 | 34085 | 0 | N/A | N/A | GENERAL SUPPORT |
| DISTRICT OF COLUMBIA ANA | ||||||||||
| 41 TWOMBLY RD | MONROE | ME | 04951 | 521033380 | 501C6 | 31000 | 0 | N/A | N/A | GENERAL SUPPORT |
| HAWAII ANA | ||||||||||
| 98-1277 KAAHUMANU ST PP218 | AIEA | HI | 96701 | 205131527 | 501C6 | 26000 | 0 | N/A | N/A | GENERAL SUPPORT |
| MONTANA ANA | ||||||||||
| PO BOX 496 | HAVRE | MT | 59501 | 810472451 | 501C6 | 26000 | 0 | N/A | N/A | GENERAL SUPPORT |
| NEVADA ANA | ||||||||||
| PO BOX 96685 | LAS VEGAS | NV | 89193 | 880190695 | 501C6 | 31175 | 0 | N/A | N/A | GENERAL SUPPORT |
| UTAH ANA | ||||||||||
| 1154 N 3050 E | LAYTON | UT | 84040 | 870452961 | 501C6 | 48616 | 0 | N/A | N/A | GENERAL SUPPORT |
| RHODE ISLAND ANA | ||||||||||
| 1 WORTHINGTON RD | CRANSTON | RI | 02920 | 061473247 | 501C6 | 20380 | 0 | N/A | N/A | GENERAL SUPPORT |
| NEW JERSEY ANA | ||||||||||
| 15000 COMMERCE PKWY STE C | MOUNT LAUREL | NJ | 08054 | 223404878 | 501C6 | 50599 | 0 | N/A | N/A | GENERAL SUPPORT |
| OKLAHOMA ANA | ||||||||||
| PO BOX 6616 | NORMAN | OK | 73070 | 731078011 | 501C6 | 12000 | 0 | N/A | N/A | GENERAL SUPPORT |
| CALIFORNIA ANA | ||||||||||
| PO BOX 1426 | BOYES HOT SPRINGS | CA | 95416 | 237290648 | 501C6 | 191839 | 0 | N/A | N/A | GENERAL SUPPORT |
| WYOMING ANA | ||||||||||
| PO BOX 231 | DIAMONDVILLE | WY | 83116 | 263022118 | 501C6 | 5000 | 0 | N/A | N/A | GENERAL SUPPORT |
| NORTH CAROLINA ANA | ||||||||||
| 111 W MAIN ST STE 100 | GANER | NC | 27529 | 237445656 | 501C6 | 31685 | 0 | N/A | N/A | GENERAL SUPPORT |
| COUNCIL ON ACCREDITATION | ||||||||||
| 222 S PROSPECT AVE | PARK RIDGE | IL | 60068 | 271433694 | 501C3 | 486269 | 0 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 16 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | THE ONLY GRANT PROVIDED TO ANOTHER ORGANIZATION THIS YEAR WAS TO A RELATED TAX EXEMP ORGANIZATION, COUNCIL ON ACCREDITATION. THE DIRECTOR OF FINANCE ENSURES THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE BY MANAGING THE ACCOUNTING RECORDS FOR BOTH ORGANIZATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN PRESTON | |||||||||||||
| 187312 | 0 | 0 | 0 | 360 | 0 | 13897 | 0 | 17427 | 0 | 218996 | 0 | 0 | 0 |
| FRANK PURCELL | |||||||||||||
| 190804 | 0 | 0 | 0 | 240 | 0 | 11275 | 0 | 24094 | 0 | 226413 | 0 | 0 | 0 |
| LORRAINE JORDAN | |||||||||||||
| 175186 | 0 | 0 | 0 | 1032 | 0 | 20851 | 0 | 18115 | 0 | 215184 | 0 | 0 | 0 |
| MITCHELL TOBIN | |||||||||||||
| 189203 | 0 | 0 | 0 | 552 | 0 | 12654 | 0 | 17497 | 0 | 219906 | 0 | 0 | 0 |
| JEFFERY BEUTLER | |||||||||||||
| 0 | 0 | 0 | 0 | 192368 | 0 | 0 | 0 | 11455 | 0 | 203823 | 0 | 0 | 0 |
| WANDA WILSON | |||||||||||||
| 301318 | 0 | 0 | 0 | 1584 | 0 | 706 | 0 | 10326 | 0 | 313934 | 0 | 0 | 0 |
| LISA THIEMANN | |||||||||||||
| 182873 | 0 | 0 | 0 | 240 | 0 | 9555 | 0 | 24146 | 0 | 216814 | 0 | 0 | 0 |
| JEFF RAIZEN | |||||||||||||
| 150047 | 0 | 0 | 0 | 499 | 0 | 2865 | 0 | 24124 | 0 | 177535 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Severance or change-of-control payment | Identifier |
| Return Reference | Schedule J, Part I, Line 4a | ReturnReference |
| Explanation | JEFFREY BUETLER'S COMPENSATION REPORTED IS ALL SEVERANCE PAYMENT ($192,368.09). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Classes of members or stockholders | Form 990, Part VI, Section A, Line 6 | THE ORGANIZATION IS MADE UP OF DUES PAYING MEMBERS. |
| Members or stockholders electing members of governing body | Form 990, Part VI, Section A, Line 7a | IN ALL ELECTIONS FOR THE BOARD OF DIRECTORS, EACH MEMBER IS ENTITLED TO VOTE FOR ONE CANDIDATE FOR EACH OFFICE TO BE FILLED. |
| Decisions requiring approval by members or stockholders | Form 990, Part VI, Section A, Line 7b | SEE RESPONSE TO PART VI, LINE 7A. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11a | INITIAL REVIEW OF THE FORM 990 IS PERFORMED BY MANAGEMENT. THE RETURN IS THEN REVIEWED BY ALL MEMBERS OF THE BOARD PRIOR TO FILING THE RETURN WITH THE IRS. ALL MEMBERS RECEIVE A FINAL COPY OF THE RETURN FILED WITH THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | ALL INTERESTED PERSONS ARE REQUIRED TO FILL OUT AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. THIS QUESTIONNAIRE ENCOURAGES DISCLOSURE OF ANY CONFLICTS THAT OCCUR BETWEEN THE ORGANIZATION AND THE INTERESTED PERSON. THE DIRECTOR OF FINANCE MONITORS AND REVIEWS THE RESPONSES TO DETERMINE WHETHER A CONFLICT IS REQUIRED TO BE DISCLOSED. IF A BOARD MEMBER HAS A CONFLICT, THEY ARE ASKED TO ABSTAIN FROM VOTING ON AN ISSUE RELATED TO THAT CONFLICT. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | A RANGE OF COMPENSATION DATA FROM OTHER SIMILAR ORGANIZATION'S FORM 990 RETURNS IS PROVIDED TO THE INDEPENDENT BOARD OF DIRECTORS TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION. A WRITTEN CONTRACT IS THEN REVIEWED AND APPROVED BY THE BOARD. THIS APPROVAL IS DOCUMENTED IN THE BOARD MINUTES. THE LAST REVIEW WAS UNDERTAKEN IN JUNE 2, 2011. |
| Public Disclosure | Form 990, Part VI, Section C, Line 19 | VARIOUS PUBLIC AND PRIVATE ENTITIES MAY REQUIRE THE FILING OF SUCH DOCUMENTS AS PART OF A REGULATORY OR CONTRACTUAL COMMITMENT, AND AS A RESULT OF SUCH OBLIGATIONS, CERTAIN OF THESE MATERIALS MAY, IN FACT, BE AVAILABLE TO THE PUBLIC. OUTSIDE SUCH DISCLOSURES, THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT ROUTINELY MADE AVAILABLE BY THE ORGANIZATION TO THE PUBLIC. NOTABLY, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED TO BE DISCLOSED TO THE PUBLIC PURSUANT TO IRC SECTION 6104. |
| PROCESS USED TO ESTABLISH COMPENSATION FOR OTHER OFFICERS, ETC | FORM 990, PART VI, SECTION B, LINE 15B | THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION THEREFORE THIS QUESTION HAS BEEN INTENTIONALLY ANSWERED NO. |
| COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, ETC | FORM 990, PART VII, SECTION A, COLUMN (B) | VARIOUS INDIVIDUALS NOTED IN PART VII DEVOTE APPROXIMATELY 1HR PER WEEK TO THE BOARD OF DIRECTORS OF AMERICAN ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -11925; CHANGE IN PENSION OBLIGATION - -490920; MEMBER CONTRIBUTIONS TO PAC - 1299668; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AANA FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S PROSPECT AVE | AddressLine1 |
| City | PARK RIDGE | City |
| State | IL | State |
| ZIP Code | 60068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363145692 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AANA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AANA MANAGEMENT SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S PROSPECT AVE | AddressLine1 |
| City | PARK RIDGE | City |
| State | IL | State |
| ZIP Code | 60068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363896648 | EIN |
| Primary Activity | INSURANCE BROKER | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AANA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORPORATION | TypeOfEntity |
| Share Of Total Income | 5061033 | ShareOfTotalIncome |
| Share Of EOY Assets | 7965933 | ShareOfEOYAssets |
| Percentage Ownership | 1 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAMS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionType |
| Amount Involved | 453500 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |