2025-11-06T14:16:32-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 131893924 AMERICAN NURSES FOUNDATION INC AMER 3016285167 8403 COLESVILLE RD 500 SILVER SPRING MD 20910 DANIEL WARCO CHIEF FINANCIAL OFFICER 3016285167 2025-10-27 1 1 AARON M FOX P01365820 2022274000 2025-10-27 2024 2025-03-06 01:10:19Z X ADRIANE GRIFFEN 8403 COLESVILLE RD 500 SILVER SPRING MD 20910 5391562 0 X WWW.NURSINGWORLD.ORG/FOUNDATION X 1955 DC PROVIDE GRANTS TO NURSING ORGANIZATIONS & NURSES FOR RESEARCH, EDUCATION, & CLINICAL PRACTICE. 11 11 9 100 0 0 4060177 3131655 7136 0 892913 1345264 0 10 4960226 4476929 6210822 5528519 0 0 1544715 1488182 0 143938 1067444 2159654 1226776 9915191 8387415 -4954965 -3910486 30199374 26054288 2671227 2097480 27528147 23956808 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 7067548 5470875 NURSING GRANTS AND PROGRAM SUPPORT FOR COVID AND DISASTER RELIEF, NURSING WELL-BEING, NURSING INNOVATION AND RESEARCH. 182281 57644 PROGRAM SUPPORT FOR NURSING LEADERSHIP, WELL-BEING, MENTAL HEALTH RECOVERY AND TRANSFORMATION. 7249829 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 25 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OR PA RI SC TN VA WV WI X JON LOZARITA 3016285242 8403 COLESVILLE RD 500 SILVER SPRING MD 20910 X KATHY DRISCOLL PRESIDENT 1.00 0.00 X X 0 0 0 ENA WILLIAMS 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 PHYLLIS DOULAVERIS TRUSTEE 1.00 0.00 X 0 0 0 LAURA 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 MEHUAL MEHTA TRUSTEE 1.00 0.00 X 0 0 0 BERNADETTE PARK TRUSTEE 1.00 0.00 X 0 0 0 ERNEST GRANT TRUSTEE (AS OF 10/24) 1.00 0.00 X 0 0 0 KAREN DALEY TRUSTEE (UNTIL 03/24) 1.00 0.00 X 0 0 0 AHRIN MISHAN TRUSTEE (UNTIL 03/24) 1.00 0.00 X 0 0 0 ADRIANE KATHRYN GRIFFEN INTERIM EXECUTIVE DIRECTOR, ANF 32.25 4.00 X 187597 0 13069 ANGELA BEDDOE CHIEF EXECUTIVE OFFICER 1.00 35.25 X 0 290192 20599 DANIEL WARCO CHIEF FINANCIAL OFFICER, EVP 4.00 32.25 X 0 345800 39156 KAREN C SOMERVILLE CHIEF GROWTH & OPERAT. OFFICER,EVP 4.00 32.25 X 0 328096 36830 CATHERINE JUDGE EXECUTIVE DIRECTOR, ANF (TO 03/24) 32.25 4.00 X 120134 0 9042 NYUMA M HARRISON DIRECTOR OF PROGRAMS 36.25 0.00 X 133948 0 18462 DUKIN BARBER DIRECTOR OF DEVELOPMENT 36.25 0.00 X 130858 0 53231 572537 964088 190389 4 0 1 0 ORR GROUP INC 3000 K STREET NW SUITE E280 WASHINGTON DC 20007 DEVELOPMENT SERVICES 108641 1 188850 2942805 3131655 933767 933767 1326130 914633 411497 411497 411497 MISCELLANEOUS REVENUE 900099 10 10 10 4476929 0 0 1345274 5523419 5523419 5100 5100 329841 212979 116862 884443 564964 319479 50091 33828 16263 140355 93554 46801 83452 55618 27834 143938 143938 39866 39866 490681 397082 93599 16113 15572 541 28363 3788 1988 22587 76017 15 76002 6121 6121 163104 98963 9769 54372 50268 39994 10274 FINANCE, HR, AND IT ALL 304539 179539 125000 DUES & SUBSCRIPTION & R 35050 8760 12398 13892 MISCELLANEOUS 16654 16654 8387415 7249829 70142 1067444 367530 1641763 2935784 447098 3111 3184 9788 24536 0 0 0 0 23874205 19973227 3008956 3964480 30199374 26054288 268857 14088 24050 24050 832683 1015225 1545637 1044117 2671227 2097480 X 3411980 4395105 24116167 19561703 27528147 23956808 30199374 26054288 -3910486 339147 0 X 0 1 X 1 0 X 17038612 21927463 3879225 4060177 3131655 50037132 17038612 21927463 3879225 4060177 3131655 50037132 8160428 41876704 147255 221979 392718 928232 933767 2623951 10 10 52661093 158912 0.79520 0.80960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2024 AMOUNT: $ 10. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8670551 395960 1001867 148587 9919791 7322126 443557 1082599 177731 8670551 7262210 60481 -30633 4823 -34891 7322126 4556955 2598215 231826 124786 7262210 4344813 254134 44216 86208 4556955 0.09542 0.53883 0.36574 0 0 0 DUE FROM AFFILIATES 751981 GRANT ADVANCES 3212499 3964480 INTERCOMPANY PAYABLES 1044117 1044117 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, 2024 AND 2023, 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. X X 1 ORR GROUP INC 3000 K STREET NW SUITE E280 WASHINGTON DC 20007 DEVELOPMENT SERVICES 0 231505 143938 87567 231505 143938 87567 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NC ND NH NJ NM NY OR PA RI SC TN VA WV WI 1 AMERICAN ASSOCIATION OF COLLEGES OF NURSING 655 K STREET NW SUITE 750 WASHINGTON DC 20001 520971333 501(C)(3) 175617 0 GENERAL SUPPORT AMERICAN NURSES ASSOCIATION 8403 COLESVILLE RD SUITE 500 SILVER SPRING MD 20910 131893923 501(C)(6) 688824 0 GENERAL SUPPORT BAYCARE HEALTH SYSTEM 2985 DREW ST CLEARWATER FL 33759 592796965 FOR-PROFIT 131183 0 GENERAL SUPPORT CHAMBERLAIN UNIVERSITY LLC 500 W MONROE ST SUITE 28 CHICAGO IL 60661 202452330 FOR-PROFIT 599232 0 GENERAL SUPPORT CHRISTIAN CARE HEALTH SERVICES 200 HYGEIA DR SUITE 2400 NEWARK DE 19713 510103684 501(C)(3) 562041 0 GENERAL SUPPORT EMORY UNIVERSITY 1599 CLIFTON RD 4TH FL ATLANTA GA 30322 580566256 501(C)(3) 650719 0 GENERAL SUPPORT INDIANA UNIVERSITY HEALTH 250 N SHADELAND AVE INDIANAPOLIS IN 46219 351955872 501(C)(3) 53605 0 GENERAL SUPPORT NAVI NURSES 515 E GRANT ST SUITE 150 PHOENIX AZ 85004 881324344 FOR-PROFIT 448917 0 GENERAL SUPPORT NURSES ON BOARDS COALITION 508 FROST WOODS RD MONONA WI 53716 821962611 501(C)(3) 23749 0 GENERAL SUPPORT OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAME JACKSON PARK RD PORTLAND OR 97239 931176109 501(C)(3) 470734 0 GENERAL SUPPORT PEOPLE FOUNDATION INC 31 NORWOOD ROAD SILVER SPRING MD 20905 020594216 501(C)(3) 112500 0 GENERAL SUPPORT REGENTS OF THE UNIVERSITY OF MICHIGAN 1109 GEDDES AVE SUITE 3300 ANN ARBOR MI 48109 386006309 501(C)(3) 44261 0 GENERAL SUPPORT STATE OF LOUISIANA - SOUTHERN UNIVERSITY 598 HARDING BLVD BATON ROUGE LA 70807 237052911 501(C)(3) 541571 0 GENERAL SUPPORT THE OHIO STATE UNIVERSITY 901 WOODY HAYES DR 2020 BLANKENSHIP HALL COLUMBUS OH 43210 316025986 501(C)(3) 63930 0 GENERAL SUPPORT TRUSTEES OF COLUMBIA UNIVERSITY 630 WEST 168TH ST BOX 49 NEW YORK NY 10032 135598093 501(C)(3) 484296 0 GENERAL SUPPORT UNIVERSITY OF MINNESOTA 2221 UNIVERSITY AVE SE SUITE 100 MINNEAPOLIS MN 55414 416007513 501(C)(3) 340329 0 GENERAL SUPPORT UNIVERSITY OF SOUTH ALABAMA 307 N UNIVERSITY BLVD MOBILE AL 36688 630477348 501(C)(3) 40078 0 GENERAL SUPPORT WAKE FOREST UNIVERSITY HEALTH SCIENCES 1834 WAKE FOREST RD WINSTONSALEM NC 27109 560532138 501(C)(3) 90834 0 GENERAL SUPPORT 14 4 TRAVEL AWARD 17 5100 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 IS REVIEWED AND APPROVED ON A CASE-BY-CASE BASIS. 0 0 0 0 0 0 0 0 0 DANIEL WARCO CHIEF FINANCIAL OFFICER, EVP 0 334776 0 9782 0 1242 0 24150 0 15006 0 384956 0 0 KAREN C SOMERVILLE CHIEF GROWTH & OPERAT. OFFICER,EVP 0 316806 0 8968 0 2322 0 22916 0 13914 0 364926 0 0 ANGELA BEDDOE CHIEF EXECUTIVE OFFICER 0 287861 0 0 0 2331 0 19208 0 1391 0 310791 0 0 ADRIANE KATHRYN GRIFFEN INTERIM EXECUTIVE DIRECTOR, ANF 186706 0 0 0 891 0 13069 0 0 0 200666 0 0 0 DUKIN BARBER DIRECTOR OF DEVELOPMENT 130204 0 0 0 654 0 9872 0 43359 0 184089 0 0 0 NYUMA M HARRISON DIRECTOR OF PROGRAMS 133528 0 0 0 420 0 5424 0 13038 0 152410 0 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 B, LINE 15 ANF DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF ANA, A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)6. THE PROCESS USED BY ANA TO DETERMINE COMPENSATION FOR THE INDIVIDUAL SERVING AS ANF'S EXECUTIVE DIRECTOR ARE BENCHMARKED TO ENSURE 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 RESOURCE DEPARTMENT BY THE DIRECTOR OF HUMAN RESOURCES. 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 VII, 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. AMERICAN NURSES ASSOCIATION 8403 COLESVILLE RD STE 500 SILVER SPRING MD 20910 131893923 PROFESSIONAL ORGANIZATION FOR REGISTERED NURSES DC 501(C)(6) 0 AMERICAN NURSES CREDENTIALING CENTER 8403 COLESVILLE RD STE 500 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 8403 COLESVILLE RD STE 500 SILVER SPRING MD 20910 263121515 INACTIVE SUBSIDIARY DC 501(C)(3) LINE 7 AMERICAN NURSES ASSOCIATION INC 0 AMERICAN NURSES ASSOCIATION PAC 8403 COLESVILLE RD STE 500 SILVER SPRING MD 20910 521254413 POLITICAL ACTION COMMITTEE DC 527 AMERICAN NURSES ASSOCIATION INC 0 ANA SERVICE CORPORATION INC 8403 COLESVILLE RD STE 500 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 688824 BOOK VALUE AMERICAN NURSES CREDENTIALING CENTER C 188850 BOOK VALUE AMERICAN NURSES ASSOCIATION INC M 1777932 BOOK VALUE AMERICAN NURSES ASSOCIATION INC N 235573 BOOK VALUE AMERICAN NURSES ASSOCIATION INC O 1488183 BOOK VALUE