2023-11-13T15:40:00-06:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-01-01 131893924 AMERICAN NURSES FOUNDATION INC AMER 3016285167 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 DANIEL WARCO CHIEF FINANCIAL OFFICER 3016285167 2023-11-13 1 DANIEL WARCO XXX-XX-XXXX 1 AARON M FOX P01365820 2028225000 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CATHERINE JUDGE 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 4702162 0 X WWW.NURSINGWORLD.ORG/FOUNDATION X 1955 DC PROVIDE GRANTS TO NURSING ORGANIZATIONS & NURSES FOR RESEARCH, EDUCATION, & CLINICAL PRACTICE. 13 13 12 93 0 0 21927463 3879225 11250 65231 313587 546669 0 0 22252300 4491125 2536241 2687382 0 0 1356913 1459605 0 0 829974 1227050 1186740 5120204 5333727 17132096 -842602 34870317 34405644 1053204 2816072 33817113 31589572 ESTABLISHED AS THE CHARITABLE AND PHILANTHROPIC ARM OF THE AMERICAN NURSES ASSOCIATION (ANA). THE FOUNDATION'S PURPOSE IS TO SUPPORT EDUCATIONAL PROGRAMS AND RESEARCH THAT ADVANCES THE NURSING PROFESSION AND HEALTH OF THE PUBLIC. 0 0 4344850 2681882 NURSING GRANTS AND PROGRAM SUPPORT FOR COVID AND DISASTER RELIEF, NURSING WELL-BEING, NURSING INNOVATION AND RESEARCH. 70420 5500 65231 PROGRAM SUPPORT FOR NURSING LEADERSHIP, WELL-BEING, MENTAL HEALTH RECOVERY AND TRANSFORMATION. 4415270 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 12 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X JON LOZARITA 3016285242 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 X KATHY DRISCOLL PRESIDENT 1.00 0.00 X X 0 0 0 WILHELMINA MANZANO VICE PRESIDENT 1.00 0.00 X X 0 0 0 TOM TEFFT SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 PAUL ABRAMOWITZ TRUSTEE 1.00 0.00 X 0 0 0 KAREN DALEY TRUSTEE 1.00 0.00 X 0 0 0 LARA FERRIO TRUSTEE 1.00 0.00 X 0 0 0 RANDALL LIPPS TRUSTEE 1.00 0.00 X 0 0 0 KATHY MALLOCH TRUSTEE 1.00 0.00 X 0 0 0 AHRIN MISHAN TRUSTEE 1.00 0.00 X 0 0 0 MEHUL MEHTA TRUSTEE 1.00 0.00 X 0 0 0 BERNADETTE PARK TRUSTEE 1.00 0.00 X 0 0 0 RUTH WILLIAMS BRINKLEY TRUSTEE 1.00 0.00 X 0 0 0 ENA WILLIAMS TRUSTEE 1.00 0.00 X 0 0 0 CATHERINE JUDGE EXECUTIVE DIRECTOR, ANF 32.25 4.00 X 0 251773 17564 DANIEL WARCO ANA ENTERPRISE CFO 4.00 32.25 X 0 317421 31711 GREGORY DYSON ANA ENTERPRISE COO (TO 01/2022) 4.00 32.25 X 0 40735 4546 LORESSA COLE ANA ENTERPRISE CEO 1.00 35.25 X 0 435940 41164 KAREN SOMERVILLE ANA ENTERPRISE COO 4.00 32.25 X 0 279223 29574 ALLISON NORDBERG PROGRAM DIRECTOR 36.25 0.00 X 0 111081 16496 KAREN SCHOFIELD-LECA DIRECTOR, DEVELOPMENT 36.25 0.00 X 0 155369 36966 MICHELLE GREANIAS PROGRAM DIRECTOR 36.25 0.00 X 0 155684 21430 0 1747226 199451 0 0 1 0 MINERVA STRATEGIES LLC 5706 17TH AVE NW SEATTLE WA 98107 COMMUNICATIONS SERVICES 151342 1 74635 3804590 3879225 PRODUCTS & SERVICES 900099 65000 65000 CONFERENCE 900099 231 231 65231 392718 392718 364988 211037 153951 153951 153951 4491125 65231 0 546669 X 2676882 2676882 500 500 10000 10000 1221158 840950 380208 17016 11718 5298 116065 79928 36137 105366 72560 32806 22167 22167 608084 476482 131602 39736 24351 15385 35069 2155 20617 12297 5833 5333 500 82576 31662 12875 38039 18928 16650 771 1507 4103 4103 FINANCE, HR, AND IT ALL 279311 154311 125000 AWARDS & HONORARIUMS 55590 12223 13461 29906 BAD DEBT 17834 3921 4319 9594 DUES & SUBSCRIPTIONS 15197 4899 147 10151 2312 -9255 10023 1544 5333727 4415270 88483 829974 811620 1071509 10572081 7552453 45 6035 6689 37635 22240 22240 4103 0 22299773 21468322 1176006 4269690 34870317 34405644 196452 142375 148050 27050 123502 576319 585200 2070328 1053204 2816072 X 2298479 2396774 31518634 29192798 33817113 31589572 34870317 34405644 X -842602 -1344167 -40772 X 0 1 X 1 1 1 X 1748077 2020468 17038612 21927463 3879225 46613845 1748077 2020468 17038612 21927463 3879225 46613845 7144933 39468912 255374 149712 147255 221979 392718 1167038 53490 10299 63789 47844672 223895 0.82490 0.83790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 53,490. 2019 AMOUNT: $ 10,299. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7262210 60481 -30633 4823 -34891 7322126 4556955 2598215 231826 124786 7262210 4344813 254134 44216 86208 4556955 3788963 270184 615607 329941 4344813 3995570 141506 -134277 213836 3788963 0.08694 0.67769 0.23537 0 0 22240 22240 0 0 DUE FROM AFFILIATES 1412225 GRANT ADVANCES 2857465 4269690 INTERCOMPANY PAYABLES 2070328 2070328 X PART V, LINE 4: ALL ENDOWMENT FUNDS ARE USED TO FUND PROGRAMS CONSISTENT WITH DONOR INTENT AND THE FOUNDATION'S MISSION. ALL INVESTMENT EARNINGS ARE TO BE USED IN SIMILAR FASHION. PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 0 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 10000 0 0 0 0 0 0 10000 0 10000 EUROPE (INCLUDING ICELAND & GREENLAND) HUMANITARIAN FUND 10000 WIRE 0 1 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 AMERICAN NURSES ASSOCIATION 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 131893923 501C6 700572 0 HEALTHY NURSE; INNOVATION AWARD; FREE CE FOR SEE YOU KNOW PODCAST UNIVERSITY OF MINNESOTA 2221 UNIVERSITY AVE SE SUITE 100 MINNEAPOLIS MN 55414 416007513 501C3/115 420707 0 REIMAGINING NURSING INITIATIVE THE OHIO STATE UNIVERSITY 901 WOODY HAYES DR 2020 BLANKENSHIP HALL COLUMBUS OH 43210 316025986 501C3 318136 0 REIMAGINING NURSING INITIATIVE CHAMBERLAIN UNIVERSITY 500 W MONROE ST SUITE 28 CHICAGO IL 60661 202452330 273025 0 REIMAGINING NURSING INITIATIVE THE TRUSTEES OF COLUMBIA UNIVERSITY 630 WEST 168TH ST BOX 49 NEW YORK NY 10032 135598093 501C3 213005 0 REIMAGINING NURSING INITIATIVE OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAME JACKSON PARK RD PORTLAND OR 97239 931176109 501C3/115 209574 0 REIMAGINING NURSING INITIATIVE EMORY UNIVERSITY 1599 CLIFTON RD 4TH FL ATLANTA GA 30322 580566256 501C3 176451 0 REIMAGINING NURSING INITIATIVE NAVI NURSES 515 E GRANT ST SUITE 150 PHOENIX AZ 85004 881324344 126000 0 REIMAGINING NURSING INITIATIVE BOSTON COLLEGE 140 COMMONWEALTH AVE 129 LAKE - ROOM 440 CHESTNUT HILL MA 02467 042103545 501C3 82178 0 REIMAGINING NURSING INITIATIVE AMERICAN ASSOCIATION OF COLLEGES OF NURSING 655 K STREET NW SUITE 750 WASHINGTON DC 20001 520971333 501C3 81872 0 REIMAGINING NURSING INITIATIVE CHRISTINA CARE HEALTH SERVICES INC 200 HYGEIA DR SUITE 2400 NEWARK DE 19713 510103684 501C3 26512 0 REIMAGINING NURSING INITIATIVE HOSPICE AND PALLIATIVE NURSES FOUNDATION 400 LYDIA ST SUITE 103 CARNEGIE PA 15106 251813944 501C3 17500 0 INTER-CULTURAL COMPETENCE EDUCATION GRANT NORTH FULTON COMMUNITY CHARITIES INC 11270 ELKINS RD ROSWELL GA 30076 581521088 501C3 14000 0 CORONAVIRUS RESPONSE GRANT AWARD FOR CHARITY ASIAN AMERICAN PACIFIC ISLANDER NURSES ASSOCIATION INC 3247 BROKAW ST HONOLULU HI 96815 141873576 501C3 10000 0 ASSISTANCE TO US REGISTERED NURSES RELATED TO VACCINE FOR COVID-19 NURSES ON BOARDS COLAITION 508 FROST WOODS RD MONONA WI 53716 821962611 501C3 7350 0 NURSES ON BOARDS 12 3 DISASTER FUNDING 1 500 PART I, LINE 2: EACH GRANTEE IS REQUIRED TO SUBMIT A REGULAR PROGRESS REPORT, WHICH IS REVIEWED BY THE FOUNDATION STAFF AND COMPARED WITH THE PROPOSED MILESTONES SUBMITTED WITH THE ORIGINAL GRANT APPLICATION. ANY PROBLEMS OR ISSUES IDENTIFIED BY THE GRANTEE AND/OR FOUNDATION STAFF ARE RESOLVED TO OUR MUTUAL SATISFACTION HOWEVER, IF A CONSENSUS CANNOT BE REACHED OR IF THE APPARENT PROGRESS IS NOT SATISFACTORY IN THE OPINION OF THE FOUNDATION STAFF, THE GRANT IS TERMINATED WITH A SHORT PHASE OUT PERIOD. EACH GRANTEE IS REQUIRED TO SUBMIT A REGULAR FINANCIAL REPORT DETAILING GRANT EXPENDITURES ACCORDING TO THEIR APPROVED GRANT BUDGET. FOUNDATION STAFF REVIEW EACH FINANCIAL REPORT FOR ADHERENCE TO BUDGETED EXPENDITURES IN EACH CATEGORY. IF DETERMINED APPROPRIATE AND WITH PROPER DOCUMENTATION, A REQUEST FOR CARRYOVER OF UNEXPENDED FUNDS TO THE NEXT FISCAL YEAR ARE REVIEWED AND APPROVED ON A CASE-BY-CASE BASIS. 0 0 0 0 0 0 0 0 0 LORESSA COLE ANA ENTERPRISE CEO 0 416021 0 13061 0 6858 0 20333 0 20831 0 477104 0 0 DANIEL WARCO ANA ENTERPRISE CFO 0 307121 0 9490 0 810 0 21350 0 10361 0 349132 0 0 KAREN SOMERVILLE ANA ENTERPRISE COO 0 268227 0 8700 0 2296 0 19470 0 10104 0 308797 0 0 CATHERINE JUDGE EXECUTIVE DIRECTOR, ANF 0 240876 0 7441 0 3456 0 17564 0 0 0 269337 0 0 KAREN SCHOFIELD-LECA DIRECTOR, DEVELOPMENT 0 149120 0 4866 0 1383 0 6566 0 30400 0 192335 0 0 MICHELLE GREANIAS PROGRAM DIRECTOR 0 150274 0 4702 0 708 0 11069 0 10361 0 177114 0 0 PART I, LINE 3 FOR THE PURPOSES OF DETERMINING COMPENSATION, THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION TO ESTABLISH COMPENSATION OF THE CEO AND OTHER OFFICERS. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS; THEY INCLUDE USE OF A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. JOBS AND SALARY GRADES ARE BENCHMARKED TO ENSURE THAT THE ORGANIZATION REMAINS COMPETITIVE IN THE CURRENT LABOR MARKET. ALL UNION POSITIONS ARE COVERED BY THE UNION CONTRACT. THESE PROCESSES ARE DOCUMENTED AND HELD IN THE HUMAN RESOURCES DEPARTMENT BY THE DIRECTOR OF HUMAN RESOURCES. FORM 990, PART V, LINE 2A THE NUMBER ON PART V, LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES OF ANF THAT WERE REPORTED ON THE FORM W-3 OF AMERICAN NURSES ASSOCIATION (ANA), A RELATED ORGANIZATION AND THE COMMON PAYMASTER. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS A STANDING COMMITTEE COMPOSED OF THE ELECTED OFFICERS OF THE BOARD INCLUDING THE CHAIR, VICE-CHAIR, AND SECRETARY/TREASURER. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR TRANSACTING ROUTINE BUSINESS AND EMERGENCY BUSINESS AS NECESSARY TO FACILITATE THE MISSION OF THE FOUNDATION. THE COMMITTEE WILL REPORT ALL BUSINESS TRANSACTED TO THE BOARD AT THE NEXT MEETING. EXECUTIVE COMMITTEE MEETINGS WILL BE CALLED BY THE FOUNDATION CHAIR OR AT THE WRITTEN REQUEST OF ANY TWO MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF AMERICAN NURSES FOUNDATION, INC. (THE FOUNDATION) ARE THE MEMBERS OF THE BOARD OF DIRECTORS OF ANA. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS SERVE AS THE OFFICIAL VOTING BODY OF THE FOUNDATION AND APPOINT THE BOARD OF TRUSTEES AND DESIGNATE THE OFFICERS FOR THE FOUNDATION BASED ON A MAJORITY VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT VERSION OF THE FEDERAL FORM 990 IS REVIEWED IN DETAIL BY THE CHIEF OPERATING OFFICER AND CONTROLLER TO ENSURE THAT THE DETAILS TIE TO THE AUDITED FINANCIAL STATEMENTS AND APPROPRIATELY REPRESENT ALL FINANCIAL ACTIVITIES OF ANF. A COPY OF THE DRAFT FEDERAL FORM 990 IS DISTRIBUTED TO THE CEO, EXECUTIVE DIRECTOR AND MEMBERS OF THE ANF BOARD PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS FOR THE FOUNDATION SIGN DISCLOSURE STATEMENTS UPON ELECTION OR APPOINTMENT AND ARE REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR. THE FOUNDATION'S EXECUTIVE DIRECTOR IN COLLABORATION WITH OFFICE OF GENERAL COUNSEL AND ANA'S CHIEF OPERATING OFFICER MAKE DETERMINATIONS OF CONFLICTS OF INTEREST. ANY CONFLICTED INDIVIDUAL TAKES NO PART IN THE DISCUSSION OF THE ISSUE OR THE VOTING ON THE ISSUE. THE MINUTES REFLECT REFERENCES TO AND DECISIONS ABOUT CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION A: THE FOUNDATION DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF ANA, A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(6). ANA AND THE FOUNDATION HAVE ENTERED INTO A COST SHARING ARRANGEMENT UNDER WHICH THE FOUNDATION REIMBURSES ANA FOR THE FOUNDATION'S ALLOCABLE SHARE OF THE COMPENSATION OF CERTAIN EMPLOYEES FOR PERFORMING SERVICES PROVIDED TO THE FOUNDATION. COMPENSATION REIMBURSED BY THE FOUNDATION IS NOT ADDITIVE TO THE COMPENSATION REPORTED BY ANA. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 476,482. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 131,602. TOTAL EXPENSES 608,084. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -60,000. ADJUSTMENT FOR RETURNED GRANTS 19,228. AMERICAN NURSES ASSOCIATION 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 131893923 PROFESSIONAL ORGANIZATION FOR REGISTERED NURSES DC 501(C)(6) 0 AMERICAN NURSES CREDENTIALING CENTER 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 431565726 CREDENTIALING FOR REGISTERED NURSES, HEALTH FACILITY ACCREDITATION DC 501(C)(6) AMERICAN NURSES ASSOCIATION INC 0 AMERICAN ACADEMY OF NURSING 1000 VERMONT AVENUE NW SUITE 910 WASHINGTON DC 20005 522213870 PROVIDE VISIONARY LEADERSHIP TO THE NURSING PROFESSION AND THE PUBLIC DC 501(C)(3) LINE 7 AMERICAN NURSES ASSOCIATION INC 0 INSTITUTE FOR NURSING RESEARCH AND EDUCATION 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 263121515 INACTIVE SUBSIDIARY DC 501(C)(3) LINE 7 AMERICAN NURSES ASSOCIATION INC 0 AMERICAN NURSES ASSOCIATION PAC 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 521254413 POLITICAL ACTION COMMITTEE DC 527 AMERICAN NURSES ASSOCIATION INC 0 ANA SERVICE CORPORATION INC 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 542179203 INACTIVE SUBSIDIARY DC N/A C 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 AMERICAN NURSES ASSOCIATION INC B 700572 BOOK VALUE AMERICAN NURSES ASSOCIATION INC M 1730177 BOOK VALUE AMERICAN NURSES ASSOCIATION INC N 275803 BOOK VALUE AMERICAN NURSES ASSOCIATION INC R 60000 BOOK VALUE AMERICAN NURSES ASSOCIATION INC O 1459604 BOOK VALUE AMERICAN NURSES CREDENTIALING CENTER C 74635 BOOK VALUE