2024-11-13T15:44:58-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 431565726 AMERICAN NURSES CREDENTIALING CENTER AMER 3016285167 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 DANIEL WARCO CHIEF FINANCIAL OFFICER 3016285167 2024-11-13 1 0 AARON M FOX P01365820 2022274000 2024-11-13 2023 2024-10-15 13:58:12Z ANGELA BEDDOE 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 86417636 0 X WWW.NURSINGWORLD.ORG/ANCC X 1990 DC TO PROMOTE EXCELLENCE IN NURSING AND HEALTH CARE GLOBALLY THROUGH CREDENTIALING PROGRAMS. 9 6 113 400 0 0 0 0 64411470 73358500 2014401 1282919 821521 370524 67247392 75011943 144635 222189 0 0 12548001 14673357 0 0 0 41759679 54543181 54452315 69438727 12795077 5573216 114253133 117760231 59890968 51341592 54362165 66418639 TO PROMOTE EXCELLENCE IN NURSING AND HEALTH CARE GLOBALLY THROUGH CREDENTIALING PROGRAMS. 0 0 CERTIFICATION AND MEASUREMENT SERVICES PROMOTE AND ENHANCE PUBLIC HEALTH BY CERTIFYING REGISTERED NURSES AND ACCREDITING CONTINUING EDUCATION PROGRAMS IN NURSING USING THE AMERICAN NURSES ASSOCIATION INC.'S (ANA) STANDARDS OF PRACTICE. ACCREDITATION ENCOURAGE NURSES' LIFE-LONG LEARNING THROUGH DEVELOPMENT AND IMPLEMENTATION OF AN ACCREDITATION PROGRAM FOR CONTINUING EDUCATION IN NURSING. THE MAGNET AND PATHWAY TO EXCELLENCE RECOGNITION PROGRAMS CREDENTIAL ORGANIZATIONS THAT MEET ANCC ESTABLISHED STANDARDS OF NURSING EXCELLENCE. 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 414 0 1 113 1 0 0 0 0 0 0 0 0 X 9 6 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 1 0 X JON LOZARITA 3016285167 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 RHONDA ANDERSON PRESIDENT 10.00 0.00 X X 52607 0 0 REGINALD FARRAR VICE PRESIDENT 1.00 0.00 X X 0 0 0 COLE EDMONSON SECRETARY 1.00 0.00 X X 0 0 0 BRIAN SELIG TREASURER 1.00 0.00 X X 0 0 0 JULIAN GALLEGOS DIRECTOR 1.00 0.00 X 0 0 0 DENISE WARREN-SIMMONS DIRECTOR 1.00 0.00 X 0 0 0 LAURA J WOOD DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER MENSIK KENNEDY DIRECTOR, ANA PRESIDENT 1.00 35.25 X 0 233700 0 LORESSA COLE ANA ENTERPRISE CEO 20.00 16.25 X X 0 450497 43200 DEBRA D HATMAKER ANA ENTERPRISE CHIEF NURSING OFFICER 18.13 18.12 X 0 342257 30611 KAREN SOMERVILLE ANA ENTERPRISE CHIEF OPERATING OFFICER 16.00 20.25 X 0 299732 31627 DANIEL WARCO ANA ENTERPRISE CHIEF FINANCIAL OFFICER 20.00 16.25 X 0 324529 33708 KATHY CHAPPELL SVP, ACCREDITATION (TO 9/2023) 20.00 16.25 X 0 214599 31307 REBECCA GRAYSTONE SVP, ACCREDITATION & ORG CREDENTIALING 20.00 16.25 X 0 234502 50294 MARIANNE HORAHAN DIR, CERTIFICATION 36.25 0.00 X 0 189139 18760 MARGARET LAL DIR, MAGNET RECOGNITION PROGRAM 36.25 0.00 X 0 191466 13375 TARA MYERS DIR, MEASUREMENT SERVICES 36.25 0.00 X 0 194370 13662 CHRISTINE PABICO DIR, PATHWAY TO EXCELLENCE 36.25 0.00 X 0 181176 44746 TIMOTHY SARES ASST DIR, MEASUREMENT SERVICES (TO 12/2023) 36.25 0.00 X 0 175497 23300 52607 3031464 334590 0 0 1 0 PROMETRIC LLC 1501 S CLINTON ST BALTIMORE MD 21224 CERTIFICATION & TESTING SERVICES 2524203 QUADRANT INC 7586 WOODROW WILSON DR WEST HOLLYWOOD CA 90046 RECRUITING & STAFFING 699025 ACCESS XP LLC 2305 HISTORIC DECATUR RD STE 100 SAN DIEGO CA 92106 DESTINATION MGMT 534885 SHEPARD EXPOSITION SERVICES 2315 EAST LOCUST COURT ONTARIO CA 91761 EVENT PRODUCTION 391566 MUSIC DRIVEN PRODUCTIONS LLC 4111 WEST ALAMEDA 605 BURBANK CA 91505 DISTRIBUTION SERVICES 356100 14 RE/CERTIFICATION 900099 54753516 54753516 CONFERENCE/SEMINARS 900099 15091378 11611866 3479512 PRODUCTS & SERVICES 900099 3513606 3513606 73358500 1745430 1745430 10883176 11345687 -462511 -462511 -462511 408922 60006 348916 348916 MISCELLANEOUS 900099 21608 21608 21608 75011943 70227904 0 4784039 X 191117 28151 2921 52607 12037696 725418 1071766 785870 238865 11088343 449384 1934497 288730 1720836 2588007 4167528 10128382 570880 FINANCE, HR, AND IT ALL 20438546 HONORARIUM 439798 DUES & SUBSCRIPTIONS 223381 SPONSORSHIP 146485 119519 69438727 1040653 696384 1054210 10738933 19456 17721 171074 206412 5625572 3694878 1578990 1930694 54337854 66959345 56050896 37210742 114253133 117760231 2143185 2591812 6017612 6527922 51730171 42221858 59890968 51341592 X 54362165 66418639 54362165 66418639 114253133 117760231 X 5573216 7463258 -980000 X 0 1 X 1 1 1 142077 130994 11083 257395 257395 0 5226100 3306489 1919611 1930694 DUE FROM AMERICAN NURSES ASSOCIATION, INC. 37210742 37210742 DUE TO AMERICAN NURSES ASSOCIATION, INC. 42221858 42221858 X PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, 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. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MEETINGS AND OTHER PROGRAM ACTIVITIES 14212 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES MEETINGS AND OTHER PROGRAM ACTIVITIES 70536 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES MEETINGS AND OTHER PROGRAM ACTIVITIES 34470 NORTH AMERICA 0 0 PROGRAM SERVICES MEETINGS AND OTHER PROGRAM ACTIVITIES 71389 0 0 0 0 0 0 190607 0 190607 0 0 0 0 0 0 1 AMERICAN NURSES FOUNDATION 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 131893924 501(C)(3) 181117 0 CLINICAL RESEARCH GRANT SUPPORT SIGMA THETA TAU INTERNATIONAL INC 550 WEST NORTH ST INDIANAPOLIS IN 46202 416022987 501(C)(3) 10000 0 MAGNET & PATHWAY CONFERENCE RESEARCH SYMPOSIUM GRANT 2 0 RESEARCH SUPPORT 1 3151 VALUE OF NURSING PROJECT GRANT 1 25000 PART I, LINE 2: RECIPIENTS HAVE 12 MONTHS TO USE THE GRANT FOR RESEARCH DESCRIBED IN THE APPLICATION. IF THE RESEARCH IS COMPLETED WITHIN 12 MONTHS, THE RECIPIENT HAS 60 DAYS TO CLOSE OUT. IF THE RECIPIENT HAS NOT COMPLETED THE RESEARCH, THEY ARE ALLOWED TO FILE FOR AN EXTENSION OF 12 MONTHS. THE RECIPIENT IS REQUIRED TO NOTIFY ANCC IF THERE ARE ANY ALTERATIONS TO THE BUDGET THAT WAS SUBMITTED AS PART OF THE APPLICATION PROCESS. 0 0 0 LORESSA COLE ANA ENTERPRISE CEO 0 442775 0 600 0 7122 0 22454 0 20746 0 493697 0 0 DEBRA D HATMAKER ANA ENTERPRISE CHIEF NURSING OFFICER 0 334499 0 900 0 6858 0 19727 0 10884 0 372868 0 0 DANIEL WARCO ANA ENTERPRISE CHIEF FINANCIAL OFFIC 0 322687 0 600 0 1242 0 22824 0 10884 0 358237 0 0 KAREN SOMERVILLE ANA ENTERPRISE CHIEF OPERATING OFFIC 0 296810 0 600 0 2322 0 20926 0 10701 0 331359 0 0 REBECCA GRAYSTONE SVP, ACCREDITATION & ORG CREDENTIALI 0 231375 0 900 0 2227 0 17064 0 33230 0 284796 0 0 KATHY CHAPPELL SVP, ACCREDITATION (TO 9/2023) 0 212213 0 600 0 1786 0 15370 0 15937 0 245906 0 0 JENNIFER MENSIK KENNEDY DIRECTOR, ANA PRESIDENT 0 233700 0 0 0 0 0 0 0 0 0 233700 0 0 CHRISTINE PABICO DIR, PATHWAY TO EXCELLENCE 0 179643 0 600 0 933 0 13630 0 31116 0 225922 0 0 TARA MYERS DIR, MEASUREMENT SERVICES 0 192834 0 600 0 936 0 13662 0 0 0 208032 0 0 MARIANNE HORAHAN DIR, CERTIFICATION 0 187600 0 600 0 939 0 13684 0 5076 0 207899 0 0 MARGARET LAL DIR, MAGNET RECOGNITION PROGRAM 0 188243 0 600 0 2623 0 13375 0 0 0 204841 0 0 TIMOTHY SARES ASST DIR, MEASUREMENT SERVICES (TO 1 0 170267 0 600 0 4630 0 12416 0 10884 0 198797 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 ANCC 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 EXECUTIVE COMMITTEE: A. THE COMMITTEE SHALL HAVE THE AUTHORITY TO EXERCISE ALL THE POWERS OF THE FULL BODY BETWEEN MEETINGS. ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED AND BE SUBJECT TO RATIFICATION AT THE NEXT MEETING OF THE FULL BODY. B. THE COMMITTEE SHALL CONSIST OF A CHAIRPERSON, VICE CHAIRPERSON, AND ONE MEMBER-AT-LARGE WHO ARE ELECTED BY AND AMONG SITTING MEMBERS OF THE BODY THAT THEY WILL REPRESENT. C. COMMITTEE MEMBERS SHALL SERVE TERMS OF TWO YEARS OR UNTIL THEIR SUCCESSORS ARE ELECTED. NO MEMBERS SHALL SERVE MORE THAN TWO CONSECUTIVE TERMS IN THE SAME OFFICE. D. MEMBERS MAY ELECT AN INDIVIDUAL WITH LESS THAN TWO YEARS REMAINING TO HIS OR HER APPOINTMENT; HOWEVER, VACANCIES MAY BE FILLED ONLY FOR THE REMAINDER OF THE UNEXPIRED TERM. FORM 990, PART VI, SECTION A, LINE 3 AMERICAN NURSES CREDENTIALING CENTER (ANCC) HAS A STRATEGIC PARTNERSHIP AGREEMENT WITH THE AMERICAN NURSES ASSOCIATION (ANA), WHEREBY ANA PROVIDES MANAGEMENT AND ADMINISTRATIVE SUPPORT SERVICES FOR ANCC. ANA SERVICES CONSIST OF THOSE TYPICALLY PROVIDED BY A CFO, INCLUDING IN PERTINENT PART: PREPARATION OF MONTHLY FINANCIAL STATEMENTS, OVERSIGHT OF THE ANNUAL AUDIT, TAX RETURN PREPARATION, INVESTMENT ASSISTANCE, AND ADVICE AND COUNSEL ON FINANCES. COMPENSATION REPORTED ON PART VII-A, COLUMN E REPRESENTS AMOUNTS PAID BY ANA TO THE LISTED INDIVIDUALS, IN WHOLE OR IN PART, FOR THEIR SERVICES PROVIDED TO ANCC. IN ADDITION, ANCC HAS AGREED TO ADHERE TO ANA ADMINISTRATIVE AND FINANCIAL PROCESSES AND POLICIES (E.G., PURCHASING, DOCUMENT RETENTION AND CONTRACT APPROVAL). UNDER THIS AGREEMENT, ANCC BUDGET IS PREPARED IN CONSULTATION WITH ANA. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS OF THE FOLLOWING: (A) THE PRESIDENT OF AMERICAN NURSES ASSOCIATION, INC.; (B) THE CHIEF EXECUTIVE OFFICER OF AMERICAN NURSES ASSOCIATION, INC.; AND UP TO SEVEN ADDITIONAL DIRECTORS AS APPOINTED BY THE AMERICAN NURSES ASSOCIATION, INC.'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO ANCC'S GOVERNING DOCUMENTS MUST BE APPROVED BY A TWO-THIRDS VOTE OF THE AMERICAN NURSES ASSOCIATION, INC.'S BOARD OF DIRECTORS. 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 ANCC. A COPY OF THE DRAFT FEDERAL FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS, THE CHIEF EXECUTIVE OFFICER AND THE CHIEF NURSING OFFICER PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE AMERICAN NURSES CREDENTIALING CENTER (ANCC) BOARD MEMBERS SIGN DISCLOSURE STATEMENTS UPON ELECTION OR APPOINTMENT, EVERY TWO YEARS THE BOARD OF DIRECTORS FORMALLY ADOPTED THE USE OF CONFLICT OF INTEREST STATEMENTS AND DISCLOSURE FORMS THE DISCLOSURE FORMS SIGNED BY ANCC BOARD MEMBERS ARE REVIEWED BY THE CHIEF NURSING OFFICER ANY CONFLICT OR POTENTIAL CONFLICT OF INTEREST WOULD BE BROUGHT TO THE ATTENTION OF THE ANCC PRESIDENT OR GENERAL COUNSEL. PERIODIC TRAINING FOR BOARD OF DIRECTORS INCLUDES REFERENCE TO THE MEMBERS' FIDUCIARY OBLIGATIONS, INCLUDING THE AVOIDANCE OF A CONFLICT OF INTEREST THE BOARD OF DIRECTORS HAS AN OPERATING POLICY THAT PROHIBITS CONFLICT OF INTEREST, AND THE ANCC PRESIDENT CALLS FOR DISCLOSURE OF CONFLICTS AT THE BEGINNING OF EVERY MEETING CONFLICTED INDIVIDUALS WILL NOT VOTE ON THE MATTER ABOUT WHICH THEY ARE CONFLICTED, AND MAY OR MAY NOT PARTICIPATE IN THE DISCUSSION OF THE MATTER, DEPENDING UPON THE ISSUE AND WHETHER DISCLOSURE OF THE CONFLICT TO THE BOARD PROVIDES ENOUGH PROTECTION TO PERMIT THE BOARD MEMBER TO COMMENT ON THE MATTER OR TO HEAR THE DISCUSSION THE MINUTES REFLECT REFERENCES TO AND DECISIONS ABOUT CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15B ANCC PRESIDENT RECEIVED HONORARIUM FOR HER SERVICES THAT IS REVIEWED ANNUALLY BY THE ANA EXECUTIVE COMMITTEE AND REFERRED TO ANCC BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 ANCC DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING SERVICES 10,264,388. TEMPORARY HELP 823,955. FORM 990, PART XI, LINE 9: PENSION DISTRIBUTION TO ANA -980,000. AMERICAN NURSES ASSOCIATION INC 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 131893923 PROFESSIONAL/LABOR ORGANIZATION FOR REGISTERED NURSES DC 501(C)(6) N/A 0 AMERICAN NURSES FOUNDATION INC 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 131893924 SCIENTIFIC RESEARCH, EDUCATION SUPPORT, CHARITABLE AFFILIATE DC 501(C)(3) LINE 7 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 IMPROVE THE WORK ENVIRONMENT FOR NURSES 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 LINE 7 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 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 AMERICAN NURSES ASSOCIATION INC M 20438546 BOOK VALUE AMERICAN NURSES ASSOCIATION INC N 1718450 BOOK VALUE AMERICAN NURSES ASSOCIATION INC R 11108382 BOOK VALUE AMERICAN NURSES ASSOCIATION INC O 14673357 BOOK VALUE AMERICAN NURSES FOUNDATION INC B 181117 BOOK VALUE