2025-10-22T14:09:22-05:00 2024-12-31 363168081 SIKICH LLC 1415 W DIEHL RD SUITE 400 NAPERVILLE IL 605632349 990 2024-09-01 363145692 AMERICAN ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION AMER 8476551170 10275 W HIGGINS ROAD 500 ROSEMONT IL 60018 YOUNG YAUGER CEO 8476551170 2025-10-16 1 1 HEATHER BONIFAS CPA P01246734 6305668400 2025-10-16 2024 2025-03-06 01:10:19Z YOUNG YAUGER 10275 W HIGGINS ROAD 500 ROSEMONT IL 60018 10273381 0 X WWW.AANAFOUNDATION.COM X 1981 IL ADVANCING THE SCIENCE OF ANESTHESIA THROUGH EDUCATION AND RESEARCH. 14 13 0 210 0 0 2307359 541429 7405 350 35016 42761 30 0 2349810 584540 1071874 171432 0 0 558519 205164 0 0 101312 655564 177102 2285957 553698 63853 30842 15229569 15164532 478970 278995 14750599 14885537 ADVANCING THE SCIENCE OF ANESTHESIA THROUGH EDUCATION AND RESEARCH. AS THE PHILANTHROPIC ARM OF THE AANA, THE FOUNDATION RAISES FUNDS AND INVESTS IN PROJECTS THAT DIRECTLY SUPPORT THE NURSE ANESTHESIA PROFESSION. 0 0 172562 144732 350 THE AANA FOUNDATION FUNDS INDIVIDUAL GRANTS, HEALTH POLICY GRANTS AND FELLOWSHIPS. DURING THE REPORTING PERIOD, THE AANA FOUNDATION FUNDED THREE HEALTH POLICY PROJECTS AND ONE INDIVIDUAL GRANT. 26700 26700 THE AANA FOUNDATION FUNDS RESIDENT SCHOLARSHIPS. THE AANA FOUNDATION AWARDED 9 RESIDENT EMERGENCY EDUCATIONAL SCHOLARSHIPS. 199262 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 15 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IL AL AR CA FL GA HI KS KY MD MA MI MN MS NH NJ NM NY OR PA RI SC TN UT VA WV WI X YOUNG YAUGER 8476551159 10275 W HIGGINS ROAD 500 ROSEMONT IL 60018 BILL BRUCE TRUSTEE FOUNDATION (CEO AA 10.00 30.00 X 0 507118 46266 MAJORIE EVERSON RESEARCH CHAIR 2.00 0.00 X X 0 0 0 LORI SCHIRLE CHAIR 2.00 0.00 X X 0 0 0 MICHAEL ANDERSON TREASURER 2.00 0.00 X X 0 0 0 OLUWATOYIN ORUNJA CHAIR-ELECT 2.00 0.00 X X 0 0 0 BRYAN WILBANKS SCHOLARLY ACTIVITIES CHAIR 2.00 0.00 X X 0 0 0 LESLIE JETER TRUSTEE 2.00 0.00 X 0 0 0 YANA KRMIC TRUSTEE 1.00 0.00 X 0 0 0 JEREMY STANLEY TRUSTEE 1.00 0.00 X 0 0 0 SHANEISHA MCMILLAN TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL GRECO FUNDRAISING CHAIR 2.00 0.00 X X 0 0 0 JOHN BING TRUSTEE 1.00 0.00 X 0 0 0 EDWIN AROKE TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY MOLTER TRUSTEE 1.00 20.00 X 0 31875 0 LORRAINE JORDAN CEO 40.00 0.00 X 393813 0 6154 NATHANAEL CARMICHAEL EXECUTIVE DIRECTOR 40.00 0.00 X 138934 0 7255 DAVID ANDERSON AANA CFO 10.00 30.00 X 0 405374 34674 LUANNE IRVIN DIRECTOR OF DEVELOPMENT 40.00 0.00 X 103158 0 5979 635905 944367 100328 3 0 1 0 THE LEWIN GROUP INC PO BOX 822583 PHILADELPHIA PA 19182 RESEARCH 388740 NATIONAL OPINION RESEARCH CENTER 55 EAST MONROE STREET 20TH FLOOR CHICAGO IL 60603 RESEARCH 207636 2 83333 458096 541429 APPLICATION FEES 900003 350 350 350 9731602 9688841 42761 42761 42761 584540 350 0 42761 171432 171432 196288 112625 15104 68559 8876 5103 666 3107 55 55 6275 6275 17940 17940 9437 9471 1216 -1250 -25 10345 -10370 7725 4896 30 2799 1497 1497 39204 39204 13790 13790 ADMINISTRATIVE FEES 71963 -115120 161896 25187 BANK FEES 6409 6409 ANNUITY PAYMENTS 2832 2832 BAD DEBT 510 510 -510 -510 553698 199262 253124 101312 433900 546399 1945 1945 13314 17873 2915 3286 1811 0 0 1811 14666309 14493280 111186 99938 15229569 15164532 189971 119474 22222 29341 266777 130180 478970 278995 X 7802434 7814097 6948165 7071440 14750599 14885537 15229569 15164532 30842 104096 0 X 0 1 X 0 0 X 1515783 1430384 2602363 2307359 541429 8397318 1515783 1430384 2602363 2307359 541429 8397318 4258653 4138665 106616 116947 210030 433593 16312 16312 2429 4678 92 30 7229 8854452 18994 0.46740 0.47250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2020 AMOUNT: $ 2,429. 2021 AMOUNT: $ 4,678. 2022 AMOUNT: $ 92. 2023 AMOUNT: $ 30. 2024 AMOUNT: $ 0. PART II, LINE 1 2024 IS A SHORT YEAR RETURN FROM THE MONTHS OF SEPTEMBER 1, 2024 THROUGH DECEMBER 31, 2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6456263 619429 -552025 6523667 4719734 627786 1188393 79650 6456263 2548647 2093085 295152 217150 4719734 3052383 98600 -555336 47000 2548647 2562925 31266 482192 24000 3052383 0.00000 0.44300 0.55700 0 0 1811 1811 1811 DUE TO AFFILIATES 130180 130180 X PART V, LINE 4: THE FOUNDATION USES ENDOWMENT FUNDS FOR RESEARCH GRANTS AND SCHOLARSHIPS THAT BENEFIT THE NURSE ANESTHESIA PROFESSION. 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. 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 CONSOLIDATED 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 STATEMENT FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% 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 RECOGNIZES THE AMOUNT OF TAXES PAYABLE OR REFUNDABLE FOR THE CURRENT YEAR, AANA'S 2024, 2023, 2022, AND 2021 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATIONS BY THE TAXING AUTHORITIES. 1 SCHOLARSHIPS AND GRANTS 10 171432 PART I, LINE 2: THE ORGANIZATION REQUIRES THE GRANTEE TO PROVIDE RESEARCH UPDATES NO LATER THAN JANUARY 15TH AND JUNE 15TH OF EACH YEAR UNTIL THE RESEARCH HAS BEEN COMPLETED. UPON THE COMPLETION OF THE FUNDED RESEARCH THE GRANTEE IS REQUIRED TO SEND A COPY OF THE FINAL ABSTRACT TO THE ORGANIZATION. 0 0 0 0 0 0 0 0 0 BILL BRUCE TRUSTEE FOUNDATION (CEO AA 0 439703 0 67415 0 0 0 15619 0 30647 0 553384 0 0 DAVID ANDERSON AANA CFO 0 341372 0 64002 0 0 0 12076 0 22598 0 440048 0 0 LORRAINE JORDAN CEO 299301 0 94512 0 0 0 5385 0 769 0 399967 0 0 0 PART I, LINE 3 AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (FEIN: 36-2113743) A RELATED ORGANIZATION, USES THE FOLLOWING TO DETERMINE COMPENSATION: -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE MEMBER OF THE FOUNDATION IS THE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (AANA). ALL ACTS REQUIRING ACTION OF THE MEMBER MAY ONLY BE TAKEN BY THE AANA BOARD OF DIRECTORS OR AN ENTITY AUTHORIZED TO ACT ON BEHALF OF THE AANA BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER OF THE FOUNDATION IS THE AANA. ALL ACTS REQUIRING ACTION OF THE MEMBER MAY ONLY BE TAKEN BY THE AANA BOARD OF DIRECTORS OR AN ENTITY AUTHORIZED TO ACT ON BEHALF OF THE AANA BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B REFER TO DISCLOSURES FOR LINES 6 AND 7B FOR THE POWERS HELD BY THE FOUNDATION'S SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FORM 990 WITH THE IRS, A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE DEPARTMENT ALONG WITH ITS INDEPENDENT PAID TAX PREPARERS. AFTER REVIEW, COPIES OF THE FINAL FORM 990 ARE PRESENTED TO THE ORGANIZATION'S BOARD OF DIRECTORS AND SUBSEQUENTLY FILED 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. THE CHIEF EXECUTIVE OFFICER MONITORS AND REVIEWS THE RESPONSES TO DETERMINE WHETHER A CONFLICT IS REQUIRED TO BE DISCLOSED. 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 15A THE ORGANIZATION RELIES UPON AANA, A RELATED TAX-EXEMPT ORGANIZATION AND SOLE CORPORATE MEMBER, TO DETERMINE AND PAY THE COMPENSATION OF THE CEO WHO PERFORMS SERVICES FOR BOTH AANA AND THE AANA FOUNDATION. 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). AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 10275 W HIGGINS RD ROSEMONT ROSEMONT IL 60018 362113743 MEMBERSHIP IL 501(C)(6) 0 AANA MANAGEMENT SERVICES INC 10275 W HIGGINS RD ROSEMONT ROSEMONT IL 60018 363896648 INSURANCE BROKER IL AANA C 307806 20817061 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 AMERICAN ASSOCIATION OF NURSE ANESTHETISTS C 83333 BOOK VALUE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS N 12000 BOOK VALUE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS O 283820 BOOK VALUE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS P 6294 BOOK VALUE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS Q 2775 BOOK VALUE