2023-05-24T15:08:21-05:00 2022-08-31 111986323 MARCUM LLP 9 PARKWAY NORTH SUITE 200 DEERFIELD IL 60015 990 2021-09-01 362113743 AMERICAN ASSOCIATION OF NURSE ANESTHETISTS AMER 8476927050 10275 W HIGGINS ROAD 500 ROSEMONT IL 60018 DAVID ANDERSON CFO 8476927050 2023-05-24 1 DAVID ANDERSON 999009999 ARIANA WARREN P01441395 8472826300 2023-05-24 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X DAVID ANDERSON 10275 W HIGGINS ROAD 500 ROSEMONT IL 60018 32212545 0 X WWW.AANA.COM X 1939 IL TO ADVANCE PATIENT SAFETY AND EXCELLENCE IN ANESTHESIA, PROMOTE THE PROFESSION OF NURSE. 16 16 125 0 897541 532352 0 0 25118671 26107789 1638601 3705194 2204246 2154025 28961518 31967008 3393220 3274853 0 0 13138782 14056388 0 0 0 9337866 12599637 25869868 29930878 3091650 2036130 73195085 61708056 21137451 13711193 52057634 47996863 X AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (AANA) ADVANCES PATIENT SAFETY AND OUR PROFESSION THROUGH EXCELLENCE IN PRACTICE AND SERVICE TO MEMBERS. 0 0 ADVOCACY: AANA, WHICH REPRESENTS MORE THAN 54,000 CERTIFIED, REGISTERED NURSE ANESTHETISTS (CRNA'S) AND STUDENT NURSE ANESTHETISTS NATIONWIDE, ADVOCATES FOR CHANGES TO THE NATION'S HEALTHCARE SYSTEM WHICH INCREASE ANESTHESIA PATIENT SAFETY AND AFFORDABILITY OF ANESTHESIA SERVICES, MAXIMIZE PATIENT ACCESS TO CARE, SUPPORT PATIENTS' RIGHTS TO RECEIVE CARE FROM THE PROVIDERS OF THEIR CHOICE, AND ENSURE NURSE ANESTHESIA EDUCATIONAL OPPORTUNITIES. THE NURSE ANESTHESIA PROFESSION ALSO SUPPORTS PUBLIC AND INSTITUTIONAL POLICY WHICH ENABLES MAXIMUM UTILIZATION OF CRNA'S AND THEIR ABILITY TO WORK WITHIN THEIR FULL AND LEGAL SCOPE OF PRACTICE. NUMEROUS OUTCOME STUDIES HAVE DEMONSTRATED THAT THERE IS NO DIFFERENCE IN THE QUALITY OF CARE PROVIDED BY CRNA'S AND THEIR PHYSICIAN ANESTHESIOLOGIST COUNTERPARTS. EDUCATIONAL/PROFESSIONAL DEVELOPMENT: THE NURSE ANESTHESIA SPECIALTY REQUIRES THE DEVELOPMENT OF EXPERT CLINICAL JUDGMENT SKILLS AND CRITICAL THINKING CAPABILITIES THAT PREPARE THE NURSE ANESTHETIST TO SAFELY ENGAGE IN THE FULL SCOPE OF ANESTHESIA PRACTICE AS DEFINED BY THE PROFESSION. THE EDUCATIONAL PREPARATION OF CERTIFIED REGISTERED NURSE ANESTHETISTS (CRNA'S) IS CONDUCTED IN MORE THAN 100 ACCREDITED GRADUATE-LEVEL PROGRAMS THROUGHOUT THE UNITED STATES AND PUERTO RICO. GRADUATES OF ACCREDITED NURSE ANESTHESIA EDUCATIONAL PROGRAMS MUST PASS THE RIGOROUS NATIONAL CERTIFICATION EXAMINATION FOR NURSE ANESTHETISTS IN ORDER TO BECOME QUALIFIED TO PRACTICE AS A CRNA. RECERTIFICATION, WHICH INCLUDES REQUIREMENTS FOR ANESTHESIA PRACTICE AS WELL AS CONTINUING EDUCATION, MUST BE SUCCESSFULLY ACCOMPLISHED EVERY TWO YEARS IN ORDER TO CONTINUE TO PRACTICE AS A CRNA. AANA, AS WELL AS EXTERNAL ORGANIZATIONS, PROVIDE BOTH IN-PERSON AND ONLINE CONTINUING EDUCATION OPPORTUNITIES FOR CRNA'S. SCOPE OF PRACTICE: NURSE ANESTHETISTS HAVE A DOCUMENTED HISTORY OF PROVIDING SAFE, HIGH-QUALITY ANESTHESIA CARE. TODAY, NEARLY 150 YEARS AFTER THE PROFESSION'S HUMBLE YET HEROIC BEGINNINGS ON THE BATTLEFIELDS OF THE CIVIL WAR, CERTIFIED REGISTERED NURSE ANESTHETISTS (CRNA'S) ARE THE HANDS-ON PROVIDERS OF MORE THAN 32 MILLION ANESTHETICS GIVEN TO PATIENTS EACH YEAR IN THE UNITED STATES. THE LONGEVITY AND GROWTH OF THE SPECIALTY CAN BE ATTRIBUTED DIRECTLY TO NURSE ANESTHETISTS' COMMITMENT TO EXCELLENCE AND PATIENT SAFETY, THEIR WILLINGNESS TO PROVIDE SERVICES WHEN AND WHERE NEEDED, AND THE PROVISION OF THOSE SERVICES AT REASONABLE COST. THEY ARE QUALIFIED TO MAKE INDEPENDENT JUDGMENTS CONCERNING ALL ASPECTS OF ANESTHESIA CARE BASED ON THEIR EDUCATION, LICENSURE, AND CERTIFICATION. CRNA'S ARE LEGALLY RESPONSIBLE FOR THE ANESTHESIA CARE THEY PROVIDE AND ARE RECOGNIZED IN STATE LAW IN ALL 50 STATES, THE DISTRICT OF COLUMBIA, PUERTO RICO, AND THE VIRGIN ISLANDS. WITH ITS STATED MISSION OF "ADVANCING PATIENT SAFETY, PRACTICE EXCELLENCE, AND ITS MEMBERS' PROFESSION," THE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (AANA) HAS BEEN COMMITTED TO IMPROVING THE QUALITY OF ANESTHESIA CARE PROVIDED BY NURSE ANESTHETISTS SINCE IT WAS ESTABLISHED IN 1931. TO THAT END, THE AANA HAS DEVELOPED STANDARDS FOR ANESTHESIA CARE AND PAIN MANAGEMENT. ADDITIONALLY, THE AANA SUPPORTS CRNA PARTICIPATION IN CONTINUING EDUCATION PROGRAMS, PATIENT, QUALITY AND SAFETY RESEARCH, PATIENT SATISFACTION, ADVANCEMENT IN ANESTHESIA TECHNIQUES AND TECHNOLOGY, AND THE DEVELOPMENT OF ANESTHESIA PRACTICE STANDARDS AND GUIDELINES. WORKING IN COLLABORATION WITH SURGEONS, PHYSICIAN ANESTHESIOLOGISTS, AND OTHER QUALIFIED HEALTHCARE PROFESSIONALS, CRNA'S PRACTICE IN EVERY SETTING IN WHICH ANESTHESIA IS DELIVERED: TRADITIONAL HOSPITAL SURGICAL SUITES AND OBSTETRICAL DELIVERY ROOMS; CRITICAL ACCESS HOSPITALS; AMBULATORY SURGICAL CENTERS; THE OFFICES OF DENTISTS, PODIATRISTS, OPHTHALMOLOGISTS, PLASTIC SURGEONS AND PAIN MANAGEMENT SPECIALISTS; U.S. MILITARY, PUBLIC HEALTH SERVICES, AND DEPARTMENT OF VETERANS AFFAIRS HEALTHCARE FACILITIES. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 139 0 1 125 1 1 1 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X ERIC GRAUNKE 8476927050 222 S PROSPECT AVENUE PARK RIDGE IL 60068 DINA VELOCCI PRESIDENT 35.00 X X 180000 0 0 ANGELA MUND PRESIDENT ELECT 3.50 X X 54000 0 0 MICHAEL ANDERSON VICE PRESIDENT 3.50 X X 18000 0 0 HEATHER RANKIN TREASURER 3.50 X X 9000 0 0 ERICK RAUCH DIRECTOR 2.50 X 9000 0 0 JANET SETNOR DIRECTOR 2.50 X 8950 0 0 PETER STRUBE DIRECTOR 2.50 X 9000 0 0 JENNIFER SCHMITT DIRECTOR 2.50 X 9000 0 0 JOSEPH RODRIGUEZ DIRECTOR 2.50 X 4500 0 0 JEFF MOLTER DIRECTOR 2.50 X 8400 0 0 JONATHAN DRU RIDDLE DIRECTOR 2.50 X 8950 0 0 RANDALL DEAN MOORE CEO - UNTIL 10/2021 40.00 X X 369249 0 66992 WILLIAM BRUCE CHIEF EXECUTIVE OFFICER 40.00 X 0 0 0 LORRAINE JORDAN CHIEF ADVOCACY OFFICER 35.00 X 267723 0 96839 ERIC O'CONNOR CHIEF GROWTH OFFICER 35.00 X 231974 0 79096 DAVID ANDERSON CHIEF FINANCIAL OFFICER 35.00 X 0 0 0 LUIS RIVERA SNR DIR, STATE MANAGEMENT AFFAIRS 35.00 X 227402 0 107494 ANNA POLYAK SNR DIR, STATE GOVERNMENT AFFAIRS 35.00 X 224872 0 89135 RALPH KOHL SNR DIR, FEDERAL GOVERNMENT AFFAIRS 35.00 X 197014 0 52992 BRETT MORGAN SENIOR DIRECTOR OF PRACTICE AND EDUCATION 35.00 X 239791 0 50043 JULIE NYCUM VP - INSURANCE SERVICES 35.00 X 207716 0 42639 ROMY GELB-ZIMMER SR ASSOCIATE DIRECTOR FED REG AND PAYMENTS 35.00 X 162518 0 82555 BARBARA ANDERSON ASSOCIATE DIRECTOR OF ACCREDITATION & PRACTICE 35.00 X 162964 0 74056 NATASHA JONES SENIOR DIRECTOR OF HUMAN RESOURCES 35.00 X 176584 0 21474 STACEY MEINHERT 092022 CHIEF OPERATING OFFICER 35.00 X 235095 0 42451 DAVID HEBERT 072022 INTERIM CHIEF EXECUTIVE OFFICER 35.00 X 147736 0 14645 STEVEN SERTICH 082021 PRESIDENT 0.00 X 178000 0 0 ROSE GILLIGAN 122022 SENIOR DIRECTOR, INFORMATION TECHNOLOGY 35.00 X 181331 0 64448 EWA LICHTENSTEIN 042022 SENIOR DIRECTOR- FINANCE 35.00 X 209806 0 59544 JOHN FETCHO 012022 FORMER DIRECTOR OF INSURANCE SERVICES 35.00 X 524455 0 50646 4263030 0 995049 60 1 1 0 HEALTH AFFINITIES LLC 259 VETERANS LANE STE 201 DOYLESTOWN PA 18901 PROFESSIONAL SERVICES 624025 CDW GOVERNMENT 200 N MILWAUKEE AVE VERNON HILLS IL 60061 INFORMATION TECHNOLOGY SERVICES 390902 AURA INNOVATIVE TECHNOLOGY INC 1841 S CALUMET AVE 4 CHICAGO IL 60616 INFORMATION TECHNOLOGY SERVICES 368703 QUEST MEDIA & SUPPLIES INC 9000 FOOTHILLS BLVD STE 100 ROSEVILLE CA 95747 INFORMATION TECHNOLOGY SERVICES 339455 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT ST 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 258805 19 MEMBERSHIP DUES 900099 19487466 19487466 WORKSHOP & CONFERENCE FEES 900099 2219507 2138980 80527 CORPORATE SPONSORHSIP 900099 1943139 1943139 ADVERTISING REVENUE 541800 854192 854192 ONLINE EDUCATION REVENUE 900099 758099 758099 845386 845386 26107789 829055 829055 567970 567970 560798 245537 315261 315261 -37178 352439 61668 2814471 0 0 61668 2814471 2876139 2876139 ADMINISTRATIVE FEES 900099 1186000 1186000 LIST RENTAL 900099 84794 84794 1270794 31967008 25173070 897541 5896397 X 3274853 3529747 8086471 713034 943029 784107 4224078 387011 1346182 939277 782595 435932 2873379 731791 ALL OTHER 879392 29930878 25236514 23248136 4509725 1008269 46925 1164742 1521288 2730121 554682 4442781 2175439 36830370 31580952 964028 2173972 73195085 61708056 3888546 4408246 11834469 5505660 5414436 3797287 21137451 13711193 X 52057634 47996863 52057634 47996863 73195085 61708056 2036130 -6096901 0 X 0 1 X 1 0 187000 100000 100000 0 REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVENUE NW SUITE WASHINGTON DC 20006 113655877 50000 DEMOCRATIC GOVERNORS ASSOCIATION 1225 EYE ST NW SUITE 1100 WASHINGTON DC 20005 521304889 50000 0 362799 181400 181399 674263 12240 662023 1693059 361042 1332017 2175439 DUES PAYABLE TO STATE ASSOCIATIONS 2464428 DUE TO AFFILIATES 1332859 3797287 X 25870107 -6096901 -6096901 31967008 0 31967008 29930878 0 29930878 0 29930878 PART X, LINE 2: THE ENTITIES OF AANA ("ENTITIES"), WITH THE EXCEPTION OF AAMS, ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER VARIOUS SECTIONS OF THE IRC. IN ADDITION, THE ENTITIES HAVE BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE "PRIVATE FOUNDATIONS" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THEREFORE, THE ENTITIES HAVE MADE NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. AANA IS SUBJECT TO INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. AAMS IS SUBJECT TO U.S. FEDERAL INCOME TAX AT REGULAR CORPORATE RATES AS WELL AS VARIOUS OTHER STATE INCOME TAXES. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES 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, AANA 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 ON THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF AANA AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED 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 SETTLEMENT. AANA WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO THE POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INTEREST EXPENSE OR INCOME TAX EXPENSE, RESPECTIVELY. AANA'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THERE ARE CURRENTLY NO EXAMINATIONS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. AANA RECOGNIZES THE AMOUNT OF TAXES PAYABLE OR REFUNDABLE FOR THE CURRENT YEAR, AND DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES OF TRANSACTIONS THAT HAVE BEEN RECOGNIZED IN THE AAMS' FINANCIAL STATEMENTS OR TAX RETURNS. A VALUATION ALLOWANCE IS PROVIDED WHEN IT IS MORE LIKELY THAN NOT THAT SOME PORTION OR ALL OF A DEFERRED TAX ASSET WILL NOT BE REALIZED. 0 EUROPE MEMBERSHIP DUES GENERAL SUPPORT 73584 0 0 0 0 0 0 73584 0 73584 EUROPE GENERAL SUPPORT 73584 ACH 0 0 0 0 0 0 0 PART I, LINE 2: AANA GRANTED FUNDS TO AN ORGANIZATION FOR WHICH IT IS AFFILIATED. GRANTS ARE PROVIDED FOR GENERAL SUPPORT, GRANT FUNDS ARE USED FOR THE INTENDED PURPOSE AND NOT MONITORED BY AANA. PART III ACCOUNTING METHOD: 1 AANA FOUNDATION 1025 W HIGGINS RD STE 500 ROSEMONT IL 60018 363145692 501(C)(3) 450000 0 GENERAL SUPPORT ARIZONA ASSOCIATION OF NURSE ANESTHETISTS 1800 E RAY ROAD SUITE A106 CHANDLER AZ 85225 510180632 501(C)(6) 51833 0 GENERAL SUPPORT COUNCIL ON ACCREDITATION 10275 W HIGGINS ROAD SUITE 906 ROSEMONT IL 60018 271433694 501(C)(3) 500000 0 GENERAL SUPPORT CRNA PAC 10275 W HIGGINS ROAD SUITE 500 ROSEMONT IL 60018 363145692 527 375000 0 GENERAL SUPPORT DELAWARE ASSOCIATION OF NURSE ANESTHETISTS PO BOX 518 MOUNT LAUREL NJ 08054 510333263 501(C)(6) 26151 0 GENERAL SUPPORT DISTRICT OF COLUMBIA ASSOCIATION OF NURSE ANESTHETISTS 562 PEABODY STREET NW WASHINGTON DC 20011 521033380 501(C)(6) 41778 0 GENERAL SUPPORT FLORIDA ASSOCIATION OF NURSE ANESTHETISTS 222 S WESTMONTE DR STE 111 ALTAMONTE SPRINGS FL 32714 596140748 501(C)(6) 55000 0 GENERAL SUPPORT GLOBAL ALLIANCE FOR SURGICAL OBSTETRICTRAUMA AND ANAESTHSIA CARE 633 NORTH ST CLAIR ST 20TH FL CHICAGO IL 60611 465338229 501(C)(3) 5500 0 GENERAL SUPPORT HAWAII ASSOCIATION OF NURSE ANESTHETISTS PO BOX 3112 HONOLULU HI 96802 205131527 501(C)(6) 38285 0 GENERAL SUPPORT IDAHO ASSOCIATION OF NURSE ANESTHETISTS PO BOX 8581 BOISE ID 83707 820385509 501(C)(6) 6466 0 GENERAL SUPPORT IOWA ASSOCIATION OF NURSE ANESTHETISTS 20689 N AVE MINBURN IA 50167 421100697 501(C)(6) 6450 0 GENERAL SUPPORT KANSAS ASSOCIATION OF NURSE ANESTHETISTS PO BOX 4178 LAWRENCE KS 66046 510161195 501(C)(6) 30000 0 GENERAL SUPPORT MAINE ASSOCIATION OF NURSE ANESTHETISTS PO BOX 2579 BANGOR ME 04402 510137366 501(C)(6) 43956 0 GENERAL SUPPORT MASSACHUSETTS ASSOCIATION OF NURSE ANESTHETISTS 78 FAUNCE CORNER ROAD UNIT 560 DARTMOUTH MA 02747 042588873 501(C)(6) 66500 0 GENERAL SUPPORT MONTANA ASSOCIATION OF NURSE ANESTHETISTS PO BOX 272 DIAMONDVILLE WY 83116 810472451 501(C)(6) 36658 0 GENERAL SUPPORT NEVADA ASSOCIATION OF NURSE ANESTHETISTS 6268 MIGHTY FLOTILLA AVE LAS VEGAS NV 89139 880190695 501(C)(6) 38053 0 GENERAL SUPPORT NEW HAMPSHIRE ASSOCIATION OF NURSE ANESTHETISTS 17 DEPOT STREET UNIT 3 CONCORD NH 03301 020334415 501(C)(6) 9466 0 GENERAL SUPPORT NEW JERSEY ASSOCIATION OF NURSE ANESTHETISTS 1479 PENNINGTON ROAD TRENTON NJ 08618 223404878 501(C)(6) 66434 0 GENERAL SUPPORT NEW MEXICO ASSOCIATION OF NURSE ANESTHETISTS 500 MARQUETTE AVENUE NW SUITE 280 ALBUQUERQUE NM 87102 510225221 501(C)(6) 25388 0 GENERAL SUPPORT NORTH DAKOTA ASSOCIATION OF NURSE ANESTHETISTS PO BOX 1755 BISMARCK ND 58502 510166943 501(C)(6) 6466 0 GENERAL SUPPORT OREGON ASSOCIATION OF NURSE ANESTHETISTS PO BOX 4444 SALEM OR 97302 237451789 501(C)(6) 20000 0 GENERAL SUPPORT PUERTO RICO ASSOCIATION OF NURSE ANESTHETISTS LIRIO STREET B16 GUAYNABO RQ 00969 660183103 501(C)(6) 17202 0 GENERAL SUPPORT RHODE ISLAND ASSOCIATION OF NURSE ANESTHETISTS 1 WORTHINGTON RD CRANSTON RI 02920 061473247 501(C)(6) 34173 0 GENERAL SUPPORT SOUTH DAKOTA ASSOCIATION OF NURSE ANESTHETISTS 15514 GOLDEN VALLEY DR PIEDMONT SD 57769 466036687 501(C)(6) 6466 0 GENERAL SUPPORT UTAH ASSOCIATION OF NURSE ANESTHETISTS 579 W 250 N SPRINGVILLE UT 84663 870452961 501(C)(6) 111783 0 GENERAL SUPPORT VERMONT ASSOCIATION OF NURSE ANESTHETISTS PO BOX 245 JERICHO VT 05465 521374459 501(C)(6) 44445 0 GENERAL SUPPORT WEST VIRGINIA ASSOCIATION OF NURSE ANESTHETISTS 400 W WILSON BRIDGE ROAD STE 120 WORTHINGTON OH 43085 550637906 501(C)(6) 42405 0 GENERAL SUPPORT WYOMING ASSOCIATION OF NURSE ANESTHETISTS PO BOX 231 DIAMONDVILLE WY 83116 263022118 501(C)(6) 46190 0 GENERAL SUPPORT 3 25 PART I, LINE 2: THE ONLY GRANTS PROVIDED TO OTHER ORGANIZATIONS THIS YEAR WERE TO RELATED TAX-EXEMPT ORGANIZATIONS, OTHER LOCAL STATE ASSOCIATIONS, THE COUNCIL ON ACCREDITATION, AND THE AANA FOUNDATION. THE DIRECTOR OF FINANCE ENSURES THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE BY MANAGING THE ACCOUNTING RECORDS FOR THE RELATED ORGANIZATIONS. X X X X 0 0 0 JOHN FETCHO 012022 FORMER DIRECTOR OF INSURANCE SERVICE 329629 0 198068 0 -3242 0 36217 0 14429 0 575101 0 0 0 RANDALL DEAN MOORE CEO - UNTIL 10/2021 305411 0 68305 0 -4467 0 46120 0 20872 0 436241 0 0 0 LORRAINE JORDAN CHIEF ADVOCACY OFFICER 270708 0 5000 0 -7985 0 69483 0 27356 0 364562 0 0 0 LUIS RIVERA SNR DIR, STATE MANAGEMENT AFFAIRS 232671 0 2500 0 -7769 0 73983 0 33511 0 334896 0 0 0 ANNA POLYAK SNR DIR, STATE GOVERNMENT AFFAIRS 229330 0 5000 0 -9458 0 54606 0 34529 0 314007 0 0 0 ERIC O'CONNOR CHIEF GROWTH OFFICER 234011 0 7500 0 -9537 0 44609 0 34487 0 311070 0 0 0 BRETT MORGAN SENIOR DIRECTOR OF PRACTICE AND EDUC 237492 0 5000 0 -2701 0 36773 0 13270 0 289834 0 0 0 STACEY MEINHERT 092022 CHIEF OPERATING OFFICER 227235 0 7500 0 360 0 42451 0 0 0 277546 0 0 0 EWA LICHTENSTEIN 042022 SENIOR DIRECTOR- FINANCE 192021 0 25000 0 -7215 0 34986 0 24558 0 269350 0 0 0 JULIE NYCUM VP - INSURANCE SERVICES 207973 0 0 0 -257 0 31121 0 11518 0 250355 0 0 0 RALPH KOHL SNR DIR, FEDERAL GOVERNMENT AFFAIRS 198781 0 2500 0 -4267 0 32849 0 20143 0 250006 0 0 0 ROSE GILLIGAN 122022 SENIOR DIRECTOR, INFORMATION TECHNOL 181024 0 5000 0 -4693 0 41067 0 23381 0 245779 0 0 0 ROMY GELB-ZIMMER SR ASSOCIATE DIRECTOR FED REG AND PA 169974 0 2500 0 -9956 0 48234 0 34321 0 245073 0 0 0 BARBARA ANDERSON ASSOCIATE DIRECTOR OF ACCREDITATION 168442 0 2500 0 -7978 0 40448 0 33608 0 237020 0 0 0 NATASHA JONES SENIOR DIRECTOR OF HUMAN RESOURCES 161360 0 15000 0 224 0 19730 0 1744 0 198058 0 0 0 DINA VELOCCI PRESIDENT 0 0 0 0 180000 0 0 0 0 0 180000 0 0 0 STEVEN SERTICH 082021 PRESIDENT 0 0 0 0 178000 0 0 0 0 0 178000 0 0 0 DAVID HEBERT 072022 INTERIM CHIEF EXECUTIVE OFFICER 147692 0 0 0 44 0 11084 0 3561 0 162381 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 AANA SHALL HAVE SIX CLASSES OF MEMBERSHIP: (1) ACTIVE (CERTIFIED, RECERTIFIED, NONRECERTIFIED, LIFE, AND EMERITUS); (2) INACTIVE; (3) CONDITIONAL; (4) HONORARY; (5) ASSOCIATE (STUDENT AND GRADUATE); AND (6) INTERNATIONAL. FORM 990, PART VI, SECTION A, LINE 7A IN ALL ELECTIONS FOR THE BOARD OF DIRECTORS, EACH ACTIVE MEMBER IS ENTITLED TO VOTE FOR ONE CANDIDATE FOR EACH OFFICE TO BE FILLED. FORM 990, PART VI, SECTION B, LINE 11B INITIAL REVIEW OF THE FORM 990 IS PERFORMED BY MANAGEMENT. THE FINANCE COMMITTEE ALSO PERFORMS A REVIEW AND A COPY IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL INTERESTED PERSONS ARE REQUIRED TO FILL OUT AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. THIS QUESTIONNAIRE ENCOURAGES DISCLOSURE OF ANY CONFLICTS THAT OCCUR BETWEEN THE ORGANIZATION AND THE INTERESTED PERSON. IF A BOARD MEMBER HAS A CONFLICT, THEY ARE ASKED TO ABSTAIN FROM VOTING ON AN ISSUE RELATED TO THAT CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE AANA HAS DESIGNED AND IMPLEMENTED AN EXECUTIVE COMPENSATION COMMITTEE TO ADDRESS THE COMPENSATION OF ITS EXECUTIVE DIRECTOR/CEO. THE PURPOSE OF THE ECC, ASSISTED BY ITS GENERAL COUNSEL, IS TO ENSURE COMPLIANCE WITH ALL RELEVANT LEGAL REQUIREMENTS AND A MEANINGFUL ASSESSMENT OF EVALUATION OF EXECUTIVE COMPENSATION. ONGOING EFFORTS ARE BEING UNDERTAKEN TO ENSURE APPROPRIATE EVALUATION TOOLS ARE IN PLACE, MOVING FORWARD, TO EVALUATE EXECUTIVE PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). FORM 990, PART IX, LINE 11G PROFESSIONAL AND PURCHASED SERVICES 3,917,918. ADMINISTRATIVE FEES 48,996. FUNDRAISING 257,164. 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