2023-11-14T11:03:44-06:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-01-01 431565726 AMERICAN NURSES CREDENTIALING CENTER AMER 3016285167 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 DANIEL WARCO CHIEF FINANCIAL OFFICER 3016285167 2023-11-13 1 DANIEL WARCO XXX-XX-XXXX 1 AARON M FOX P01365820 2028225000 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LORESSA COLE 8515 GEORGIA AVENUE 400 SILVER SPRING MD 209103492 69351071 0 X WWW.NURSINGWORLD.ORG/ANCC X 1990 DC TO PROMOTE EXCELLENCE IN NURSING AND HEALTH CARE GLOBALLY THROUGH CREDENTIALING PROGRAMS. 9 7 106 390 0 0 25000 0 56528501 64411470 1810872 2014401 445507 821521 58809880 67247392 137821 144635 0 0 12097417 12548001 0 0 0 30179520 41759679 42414758 54452315 16395122 12795077 82788140 114253133 30664354 59890968 52123786 54362165 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 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 400 0 1 106 1 0 0 0 0 0 0 0 0 X 9 7 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 LORESSA COLE ANA ENTERPRISE CEO 20.00 16.25 X X 0 435940 41164 RHONDA ANDERSON PRESIDENT 10.00 0.00 X X 52607 0 0 MARY GRAFF VICE PRESIDENT 1.00 0.00 X X 0 0 0 BRIAN SELLIG TREASURER 1.00 0.00 X X 0 0 0 COLE EDMONSON SECRETARY 1.00 0.00 X X 0 0 0 ERNEST GRANT DIRECTOR, ANA PRESIDENT 1.00 1.00 X 0 220872 0 RUTH KLEINPELL DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL D WARD DIRECTOR 1.00 0.00 X 0 0 0 LAURA J WOOD DIRECTOR 1.00 0.00 X 0 0 0 DEBRA D HATMAKER ANA ENTERPRISE CNO, EVP 18.12 18.13 X 0 335544 18060 DANIEL WARCO ANA ENTERPRISE CFO 20.00 16.25 X 0 317421 31711 GREGORY DYSON ANA ENTERPRISE COO (TO 01/2022) 20.00 16.25 X 0 40735 4546 KAREN SOMERVILLE ANA ENTERPRISE COO 16.00 20.25 X 0 279223 29574 KATHY CHAPPELL SENIOR VICE PRESIDENT 20.00 16.25 X 0 257688 39134 REBECCA GRAYSTONE SVP, ACCREDITATION 20.00 16.25 X 0 227246 45108 CHRISTINE PABICO DIRECTOR, PATHWAY TO EXCELLENCE 36.25 0.00 X 0 178773 42965 MARIANNE HORAHAN DIRECTOR, CERTIFICATION SERVICES 36.25 0.00 X 0 179858 28888 TARA MYERS DIRECTOR, MEASUREMENT SERVICES 36.25 0.00 X 0 190104 13357 MAUREEN LAL DIRECTOR, MAGNET RECOGNITION PROGRAM 36.25 0.00 X 0 188865 13090 TIMOTHY SARES ASST DIRECTOR, MEASUREMENT SERVICES 36.25 0.00 X 0 171348 24902 52607 3023617 332499 0 0 1 0 PROMETRIC LLC 1501 S CLINTON ST BALTIMORE MD 21224 CERTIFICATION EXAM TESTING 2062409 MCI USA OPERATING CO PO BOX 781019 PHILADELPHIA PA 19178 TEMPORARY STAFFING SERVICES 1687210 ARAMARK ISFS 1101 ARCH ST PHILADELPHIA PA 19107 CONFERENCE FOOD & BEVERAGE 1113134 ACCESS XP LLC 2305 HISTORIC DECATUR RD STE 100 SAN DIEGO CA 92106 GIFTS & HOSPITALITY 898245 MUSIC DRIVEN PRODUCTIONS LLC 4111 WEST ALAMEDA 605 BURBANK CA 91505 MOTION PICTURE AND TAPE DISTRIBUTION 868430 17 RE/CERTIFICATION 900099 48409638 48409638 CONFERENCE/SEMINARS 900099 13047498 9467257 3580241 PRODUCTS & SERVICES 900099 2954334 2954334 64411470 1697674 1697674 2378771 1665824 396220 712947 -396220 316727 316727 777506 41635 735871 735871 MISCELLANEOUS 900099 85650 85650 85650 67247392 61567100 0 5680292 X 134635 10000 52607 10445502 2049892 10477 199269 9096991 6068 1928015 321388 1720083 2628414 1460204 5637734 738775 FINANCE, HR, AND IT ALL 17464745 HONORARIUM 279424 DUES & SUBSCRIPTIONS 146444 MISCELLANEOUS 47512 74136 54452315 1988831 1040653 1893396 1054210 17281 19456 47789 171074 4702989 3123999 2236251 1578990 51242808 54337854 25361784 56050896 82788140 114253133 2525379 2143185 4946194 6017612 23192781 51730171 30664354 59890968 X 52123786 54362165 52123786 54362165 82788140 114253133 X 12795077 -9086698 -1470000 X 0 1 X 1 1 1 142077 116773 25304 257395 257395 0 4303517 2749831 1553686 1578990 DUE FROM AMERICAN NURSES ASSOCIATION, INC. 50937305 CONTRACT ASSET 5113591 56050896 DUE TO AMERICAN NURSES ASSOCIATION, INC. 51730171 51730171 X PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, 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. 1 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SERVICE FEES 1344 EUROPE 0 0 PROGRAM SERVICES SERVICE FEES 2035 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SERVICE FEES 1500 EUROPE 0 0 GRANTMAKING 10000 0 0 0 0 0 0 14879 0 14879 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM HUMANITARIAN FUND GRANT 10000 WIRE 0 1 0 0 0 0 0 0 0 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. PART III ACCOUNTING METHOD: 1 AMERICAN NURSES FOUNDATION 8515 GEORGIA AVENUE SUITE 400 SILVER SPRING MD 20910 131893924 501(C)(3) 74635 0 CLINICAL RESEARCH GRANT SUPPORT MEDSTAR WASHINGTON HOSPITAL CENTER INC 110 IRVING ST NW WASHINGTON DC 20010 521272129 501(C)(3) 50000 0 PATHWAY AWARD WINNER SIGMA THETA TAU INTERNATIONAL INC 550 WEST NORTH ST INDIANAPOLIS IN 46202 416022987 501(C)(3) 10000 0 MAGNET & PATHWAY CONFERENCE RESEARCH SYMPOSIUM GRANT 3 0 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 416021 0 13061 0 6858 0 20333 0 20831 0 477104 0 0 DEBRA D HATMAKER ANA ENTERPRISE CNO, EVP 0 319113 0 9836 0 6595 0 18060 0 0 0 353604 0 0 DANIEL WARCO ANA ENTERPRISE CFO 0 307121 0 9490 0 810 0 21350 0 10361 0 349132 0 0 KAREN SOMERVILLE ANA ENTERPRISE COO 0 268227 0 8700 0 2296 0 19470 0 10104 0 308797 0 0 KATHY CHAPPELL SENIOR VICE PRESIDENT 0 247533 0 7845 0 2310 0 18495 0 20639 0 296822 0 0 REBECCA GRAYSTONE SVP, ACCREDITATION 0 218230 0 6936 0 2080 0 16353 0 28755 0 272354 0 0 CHRISTINE PABICO DIRECTOR, PATHWAY TO EXCELLENCE 0 172230 0 5660 0 883 0 13345 0 29620 0 221738 0 0 ERNEST GRANT DIRECTOR, ANA PRESIDENT 0 220872 0 0 0 0 0 0 0 0 0 220872 0 0 MARIANNE HORAHAN DIRECTOR, CERTIFICATION SERVICES 0 173289 0 5683 0 886 0 13378 0 15510 0 208746 0 0 TARA MYERS DIRECTOR, MEASUREMENT SERVICES 0 183547 0 5674 0 883 0 13357 0 0 0 203461 0 0 MAUREEN LAL DIRECTOR, MAGNET RECOGNITION PROGRAM 0 180834 0 5554 0 2477 0 13090 0 0 0 201955 0 0 TIMOTHY SARES ASST DIRECTOR, MEASUREMENT SERVICES 0 161818 0 5155 0 4375 0 12153 0 12749 0 196250 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 STATEMETNS AND APPROPRIATELY REPRESENT ALL FINANCIAL ACTIVITIES OF ANA. 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 8,310,045. TEMPORARY HELP 786,946. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -1,470,000. 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 17464745 BOOK VALUE AMERICAN NURSES ASSOCIATION INC N 1718450 BOOK VALUE AMERICAN NURSES ASSOCIATION INC R 7107734 BOOK VALUE AMERICAN NURSES ASSOCIATION INC O 12548001 BOOK VALUE AMERICAN NURSES FOUNDATION INC B 74635 BOOK VALUE