2024-11-14T20:55:39-06:00 2023-12-31 481243147 CHRISTOPHER J CLAIR CPA PA 6409 GLADSTONE DRIVE SHAWNEE KS 66218 990 2023-01-01 133736895 ASSOCIATION OF ONCOLOGY SOCIAL WORK INC ASSO 8476862233 111 WEST JACKSON BLVD SUITE 1412 CHICAGO IL 60604 JOHN MACWAN SVP CLIENT ACCOUNTING 8476862233 2024-11-14 1 0 CHRISTOPHER J CLAIR P00218187 9132442521 2024-11-14 2023 2024-10-15 13:58:12Z SARAH CONNING 111 WEST JACKSON BLVD SUITE 1412 CHICAGO IL 60604 631114 0 X www.aosw.org X 1993 DE TO EDUCATE THE PUBLIC AND INCREASE PUBLIC AWARENESS OF THE PSYCHOSOCIAL EFFECTS OF CANCER ON CANCER PATIENTS AND THEIR FRIENDS AND RELATIVES. TO FURTHER THE STUDY OF THE PSYCHOLOGICAL EFFECTS OF CANCER ON CANCER PATIENTS AND THEIR FRIENDS AND RELATIVES. TO EDUCATE ONCOLOGY SOCIAL WORK PROFESSIONALS TO IMPROVE THE SKILLS AND EXPERTISE OF THE PROFESSION. THIS IS ACCOMPLISHED THROUGH NETWORKING, EDUCATION, ADVOCACY, RESEARCH AND RESOURCE DEVELOPMENT. 12 12 0 100 0 0 139665 110015 463970 512305 -5657 8794 18734 0 616712 631114 9133 13472 0 0 0 0 0 0 0 666748 666637 675881 680109 -59169 -48995 503261 452910 188994 167524 314267 285386 X SEE STATEMENT ON FORM 990, PAGE 1, PART 1, LINE 1 AND CONTINUING ON SCHEDULE O 0 0 390709 7015 465239 ANNUAL CONFERENCE -- SOCIAL WORKERS AND MEMBERS ATTEND SEMINARS AND DISCUSS ASPECTS OF DEALING WITH PATIENTS AND FAMILIES WHO HAVE CANCER. MEMBERSHIP DUES ARE INCLUDED IN THE ABOVE REVENUE AMOUNT. THE DUES REVENUE ALLOWS THE ASSOCIATION TO CONDUCT ACTIVITIES TOWARDS ITS STATED PURPOSES AND PROVIDE EDUCATIONAL OPPORTUNITIES FOR THE MEMBERS, INCLUDING CONDUCTING THE ANNUAL CONFERENCE. 62783 47066 PUBLICATIONS AND WEBINARS -- THE ORGANIZATION GIVES MEMBERS A JOURNAL AND NEWSLETTER TO INFORM MEMBERS ABOUT INDUSTRY TOPICS AND WEBINARS AND ONLINE EDUCATION ARE AVAILABLE FOR PROFESSIONAL DEVELOPMENT. 6457 6457 THE ASSOCIATION RECEIVES SCHOLARSHIP DONATIONS FOR THE KIM LAWSON SCHOLARSHIP FUND. THIS FUND PROVIDES FOR SCHOLARSHIPS TO INDIVIDUALS BASED ON CRITERIA ESTABLISHED BY THE ASSOCIATION. THESE SCHOLARSHIP FUNDS ARE RECORDED AS A SPECIAL RESERVE AND ARE CLASSIFIED AS A LIABILITY ON THE BALANCE SHEET. TOTAL CONTRIBUTIONS RECEIVED IN 2023 WERE $5,000 AND THERE WERE SCHOLARSHIP PAYOUTS/DISTRIBUTIONS OF $430 FOR 2023.OTHER LEADERSHIP AWARDS & SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS BASED ON MERIT AND ACHIEVEMENTS AND APPROVED BY THE BOARD, INCLUDING THOSE THAT ARE BOARD DESIGNATED FOR THE NAOMI STEARNS SCHOLARSHIP FUND. THIS FUND IS RECORDED AS A BOARD DESIGNATED RESERVE AND IS CLASSIFIED AS A LIABILITY ON THE BALANCE SHEET. TOTAL CONTRIBUTIONS RECEIVED IN 2023 WERE $450 AND THERE WERE NO SCHOLARSHIP PAYOUTS/DISTRIBUTIONS FOR 2023. 459949 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X KELLEN COMPANY 8476862233 111 WEST JACKSON BLVD STE 1412 CHICAGO IL 60604 X BRITTNAY NWACHUKU PRESIDENT-ELECT 4.00 X X 0 0 0 SARAH CONNING IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 LEORA LOWENTHAL PRESIDENT 4.00 X X 0 0 0 BRIANA JOYCE SECRETARY/TREASURER 4.00 X X 0 0 0 JENNIFER DUNN MEMBERSHIP DIRECTOR 1.00 X 0 0 0 KATIE TREMEL ADVOCACY DIRECTOR 1.00 X 0 0 0 CHIARA ACQUATI RESEARCH DIRECTOR 1.00 X 0 0 0 KERRY IRISH EDUCATION DIRECTOR 1.00 X 0 0 0 LAILEA NOEL DIVERSITY/EQUITY DIRECTOR 1.00 X 0 0 0 CAMILLE FAUNDA DIRECTOR-AT-LARGE 0.50 X 0 0 0 CHELSEA KROLL DIRECTOR-AT-LARGE 0.50 X 0 0 0 JEANICE HANSEN COMMUNICATIONS DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 KELLEN COMPANY 3200 WINDY HILL ROAD SE STE 600W ATLANTA GA 30339 MANAGEMENT SERVICES & GOVERNMENT AFFAIRS 278304 SHERATON NEW ORLEANS HOTEL 500 CANAL ST NEW ORLEANS LA 70130 ANNUAL CONFERENCE 143154 2 110015 110015 ANNUAL CONFERENCE 900099 266125 266125 MEMBERSHIP DUES 900099 199114 199114 PUBLICATIONS 513190 40284 40284 ONLINE EDUCATION/WEBIN 611710 6782 6782 512305 8794 8794 631114 512305 0 8794 X 13472 13472 278304 139152 139152 6800 6800 3364 3364 23837 23837 244471 244471 6667 6667 PUBLICATIONS 40570 40570 DATABASE & MARKETING 32996 15542 17454 CREDIT CARD/BANK FEES 15595 15595 BOARD/LEADERSHIP 11391 11391 2642 75 2567 680109 459949 220160 0 43731 29896 11117 17492 19853 424254 403161 6667 0 503261 452910 22029 5270 83780 79069 83185 83185 188994 167524 X 253324 224443 60943 60943 314267 285386 503261 452910 -48995 20114 0 X X 0 1 X 1 0 X 353770 332976 311038 310921 309129 1617834 317839 99914 233857 311448 313191 1276249 671609 432890 544895 622369 622320 2894083 0 0 0 2894083 6709 11964 5295 -5657 8794 27105 6709 11964 5295 -5657 8794 27105 678318 444854 550190 616712 631114 2921188 0.99070 0.99170 0.00930 0.00830 X 0 RAYMOND JAMES 403161 F 403161 SPECIAL RESERVE - SCHOLARSHIP FUND (KIM LAWSON) 26550 BOARD DESIGNATED RESERVE - NAOMI STEARNS FUND 56635 83185 X 651228 20114 20114 631114 0 631114 680109 0 680109 0 680109 Part X, Line 2: THE ASSOCIATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. 1 AWARDS AND SCHOLARSHIPS FOR ANNUAL CONFERENCE 11 7015 OTHER LEADERSHIP AWARDS & SCHOLARSHIPS 9 6027 KIM LAWSON SCHOLARSHIP 1 430 Part I, Line 2: THE ASSOCIATION PROVIDES VARIOUS AWARDS & SCHOLARSHIPS THRU THEIR ANNUAL CONFERENCE BASED ON ACHIEVEMENTS. OTHER LEADERSHIP AWARDS & SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS BASED ON MERIT AND ACHIEVEMENTS AND APPROVED BY THE BOARD. Form 990, Part VI, Section A, line 3 THE ASSOCIATION IS MANAGED BY AN ASSOCIATION MANAGEMENT COMPANY, KELLEN COMPANY. KELLEN PERFORMS ALL DAY TO DAY OPERATIONS OF THE ASSOCIATION. THE MANAGEMENT FEES ARE APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. Form 990, Part VI, Section A, line 6 THE ASSOCIATION HAD APPROXIMATELY 1,000 MEMBERS DURING THE TAX YEAR. THERE ARE THREE CLASSES OF MEMBERS WITH VOTING RIGHTS: FULL MEMBERS, FULL-TIME STUDENTS, AND RETIRED MEMBERS (COLLECTIVELY REFERRED TO AS "MEMBERS".) THERE ARE TWO CLASSES OF MEMBERS WITHOUT VOTING RIGHTS: ASSOCIATE MEMBERS AND FRIENDS. THE BOARD OF DIRECTORS MAY CREATE ADDITIONAL CLASSES OF MEMBERS. HONORARY MEMBERS SHALL: 1) BE THOSE PERSONS AWARDED THIS STATUS BY THE BOARD OF DIRECTORS IN RECOGNITION OF THEIR EFFORT AND INTEREST IN THW WORK OF THE ASSOCIATION; 2) SHALL NOT VOTE, HOLD ELECTED OR APPOINTED OFFICE OR SERVE ON A COMMITTEE OR SERVE ON THE BOARD OF DIRECTORS; AND 3) SHALL BE ELECTED BY THE UNANIMOUS VOTE OF ALL OF THE BOARD OF DIRECTORS. Form 990, Part VI, Section A, line 7a DIRECTORS SHALL BE CHOSEN ANNUALLY BY THE MEMBERS. Form 990, Part VI, Section A, line 7b THE FOLLOWING ACTIONS REQUIRE A VOTE OF THE ASSOCIATION'S MEMBERSHIP: 1) REMOVAL OF AN OFFICER; 2) AMENDMENT OF THE BYLAWS OR ARTICLES OF INCORPORATION; AND 3) REVISIONS TO THE CODE OF PROFESSIONAL ETHICS AND PRACTICES. Form 990, Part VI, Section B, line 11b APPROPRIATE MEMBERS OF THE MANAGEMENT COMPANY AND THE SECRETARY-TREASURER OF THE ASSOCIATION REVIEWS AND EDITS THE 990 TAX RETURN (IF NECESSARY) PRIOR TO FILING IT WITH THE IRS. Form 990, Part VI, Section B, line 12c MEMBERS OF THE BOARD ARE REQUIRED TO SIGN A DOCUMENT STATING THAT THEY HAVE NO CONFLICTS OF INTEREST BETWEEN THEM AND ANY OUTSIDE PARTIES THAT WOULD ALLOW DIMINISHED CAPACITY TO SERVE. THIS PROCEDURE IS DONE ON AN ANNUAL BASIS. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AND ARE POSTED ON THE ORGANIZATION'S WEBSITE FOR MEMBERS ONLY. Form 990, Part IX, line 24e SUBSCRIPTIONS: Program service expenses 0. Management and general expenses 1750. Fundraising expenses 0. Total expenses 1750. DIGITAL: Program service expenses 0. Management and general expenses 781. Fundraising expenses 0. Total expenses 781. ONLINE EDUCATION: Program service expenses 75. Management and general expenses 0. Fundraising expenses 0. Total expenses 75. MISCELLANEOUS TAXES: Program service expenses 0. Management and general expenses 36. Fundraising expenses 0. Total expenses 36. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE BOARD'S REVIEW/OVERSIGHT PROCEDURES OF THE AUDITED FINANCIAL STATEMENTS THAT WERE IN PLACE IN THE PREVIOUS YEAR.