2023-11-15T13:25:13+00:00 2022-12-31 366055558 GRANT THORNTON LLP 171 NORTH CLARK ST SUITE 200 CHICAGO IL 60601 990 2022-01-01 363591337 American Organization for Nursing Leadership AMER 3124223000 155 North Wacker Drive 400 Chicago IL 606061725 ROBERTA O BEGLEY PRESIDENT 3124223000 2023-11-15 true ROBERTA BEGLEY 999009999 BRIDGET T ROCHE P00666837 3128560200 2022 2023-04-26 12:10:37Z ROBERTA O BEGLEY 155 North Wacker Drive 400 Chicago IL 606061725 11781817 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. 16 15 26 200 531360 440667 0 6660155 10844697 285119 224074 515684 680362 7460958 11749133 11400 6000 0 3365102 3781171 0 0 4096849 6109259 7473351 9896430 -12393 1852703 20744562 20838578 5699950 5747980 15044612 15090598 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 affecting 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 false true false false false false false false false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false true true true false true X 0 0 26 true true true false false false true true false false false X 16 15 false false false false true true true true true false true true true true true true true true true true false X X JAMES E TYLER JR 3124223000 155 N WACKER DRIVE SUITE 400 CHICAGO IL 606061725 Deborah Zimmermann PRESIDENT ELECT 1.0 0 X X 0 0 0 Erik Martin PRESIDENT 1.0 0 X X 10000 0 0 ROBERTA O BEGLEY AONL CEO / SECRETARY 40.0 1.0 X X 753110 0 46734 Simmy King TREASURER 1.0 0 X X 0 0 0 BRANDY MATHEWS TRUSTEE 1.0 1.0 X 0 0 0 CHARLES (CHARLEY) LARSEN TRUSTEE 1.0 1.0 X 0 0 0 Claire M Zangerle TRUSTEE 1.0 1.0 X 0 0 0 Jacqueline Herd TRUSTEE 1.0 0 X 0 0 0 JAY MANINGO-SALINAS TRUSTEE 1.0 0 X 0 0 0 JEROME MENDOZA DAYAO TRUSTEE 1.0 0 X 0 0 0 JOY PARCHMENT TRUSTEE 1.0 0 X 0 0 0 Nancy May TRUSTEE 1.0 0 X 0 0 0 PAMELA BRADSHAW TRUSTEE 1.0 0 X 0 0 0 PATRICIA NOGA TRUSTEE 1.0 0 X 0 0 0 SHANON FUCIK TRUSTEE 1.0 0 X 0 0 0 SUSAN REES TRUSTEE 1.0 1.0 X 0 0 0 Matthew E Fenwick AONL COO 40.0 0 X 302527 0 59829 ANGELA B TAYLOR SR DIRECTOR AONL MKTG COM 40.0 0 X 171115 0 22290 Beverly Hancock DIR Educational Programs 40.0 0 X 200659 0 52747 DENISE M CONSTANTINE SR MGR AONL MKTG COMM 40.0 0 X 121039 0 20830 KELSEY M IRISH DIR OF OPRNS AONL 40.0 0 X 106791 0 50624 STACEY L CHAPPELL DIR AONL ADVCY EXT COMM 40.0 0 X 123953 0 24007 1789194 0 277061 9 false true false OVATION INC 1033 DEMONBREUN ST STE 615 NASHVILLE TN 37203 EVENT PRODUCTION 638949 Tradeshow Logistics 1720 Mars Hill Road Suite 8-100 Acworth GA 30101 Event management 516318 RK CULINARY GROUP 900 E MARKET STREET SAN ANTONIO TX 78205 CATERING 383239 CITY OF SAN ANTONIO CITY HALL 100 MILITARY PLAZA SAN ANTONIO TX 78205 EVENT SPACE RENTAL 131480 4 0 Trade Shows 900099 7835075 7835075 Membership Dues 900099 2788001 2788001 RENEWAL FEES 900099 171834 171834 LICENSING 900099 36720 36720 PUBLICATIONS 900099 5267 5267 7800 7800 0 0 10844697 203845 203845 23307 23307 0 0 52913 32684 20229 0 20229 20229 Advertising 541800 511010 511010 COMMISSIONS / REBATES 900999 112000 112000 MAILING LABEL REVENUE 900099 20350 20350 13695 0 0 13695 657055 11749133 10844697 531360 373076 6000 1172200 2006642 125825 302903 173601 7102 653595 164798 283795 212533 489900 386999 2915723 15000 Support Services 582456 BOOKS / PERIODICALS 161772 Credentialing 35652 199934 9896430 7100566 8686204 277326 354586 0 0 0 0 177867 236169 0 0 0 0 13188803 11561619 0 0 0 0 20744562 20838578 73391 166639 4577718 4625342 0 0 1048841 955999 5699950 5747980 14902050 14948036 142562 142562 15044612 15090598 20744562 20838578 1852703 -1806717 0 X false true X true false false false false 2788001 0 0 0 0 0 0 Schedule C, Part III-A, Line 2 AONL LOBBYING AONL DISCONTINUED LOBBYING THEREBY REPORTING ZERO FOR LOBBYING EXPENDITURES ON SCHEDULE C. 70000 Intercompany Payables 885999 955999 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. X X true true X X X X X false true false ROBERTA O BEGLEY AONL CEO / SECRETARY 506034 0 98395 0 148681 0 18300 0 28434 0 799844 0 0 0 Matthew E Fenwick AONL COO 272709 0 27548 0 2270 0 18300 0 41529 0 362356 0 0 0 Beverly Hancock DIR Educational Programs 187025 0 9324 0 4310 0 12378 0 40369 0 253406 0 0 0 ANGELA B TAYLOR SR DIRECTOR AONL MKTG COM 163055 0 5846 0 2214 0 8801 0 13489 0 193405 0 0 0 KELSEY M IRISH DIR OF OPRNS AONL 81683 0 0 0 25108 0 7095 0 43529 0 157415 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 2022. THE RELATED BENEFIT WAS INCLUDED IN TAXABLE COMPENSATION. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation SEE NARRATIVE FOR FORM 990, PART VI, LINE 15B Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DURING THE 2022 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 2022, THE FOLLOWING CONTRIBUTIONS WERE MADE BY AHA TO THE PLAN: - ROBERTA O. BEGLEY - $78,039 DURING 2022, THE FOLLOWING DISTRIBUTIONS WERE MADE BY AHA FROM THE PLAN: - ROBERTA O. BEGLEY - $78,039 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 V, Line 1a FORMS 1099 FILED AMERICAN HOSPITAL ASSOCIATION, A RELATED TAX EXEMPT ORGANIZATION, ISSUES THE FORMS 1099 ON BEHALF OF THE FILING ORGANIZATION. Form 990, Part VI, Line 15b COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES 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 and elect a slate of candidates for service on the organization's Board. 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 ORGANIZATION'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 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 REFERRED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR A DETERMINATION ON WHETHER DISCLOSURE TO THE FULL BOARD OF TRUSTEES IS WARRANTED. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Chief Executive Officer of AONL is an executive of the American Hospital Association (AHA) and reports to the EVP COO. The AHA EVP COO participates in setting goals for performance of the AONL CEO and in measuring performance against these goals. The AHA Executive Compensation Committee (Committee) is composed of the members of the Executive Committee of the AHA Board of Trustees excluding the AHA President. The Committee does not include any individual whose compensation it reviews. The Committee engages an independent compensation consultant to produce annual comparable salary data for the AHA executive serving as the AONL 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 compensation of the AHA executive serving as the AONL CEO based on the annual market assessment completed by the independent compensation consultant. The AHA EVP COO evaluates the performance of the AHA executive serving as the AONL CEO against annual performance goals and determines any earned performance-based reward. The final compensation package of the AHA executive serving as the AONL CEO is documented in a written employment agreement. 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 REVENUE - Total Revenue: 7800, Related or Exempt Function Revenue: 7800, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue MISC REVENUE - Total Revenue: 13695, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 13695; 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 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. 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