2018-11-14T09:00:33-06:00 2017-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2017-01-01 363591337 American Organization of Nurse Executives AMER 3124223000 155 North Wacker Drive 400 Chicago IL 606061725 SUSAN GERGELY ACTING CEO 2018-11-14 true Nicole Bencik P00756195 3128997000 2017 2019-02-21 02:37:17Z SUSAN GERGELY 800 10th Street NW Washington DC 200014956 10948307 false X WWW.AONE.ORG X 1967 IL The American Organization of Nurse Executives (AONE) is the national organization of nurses who design, facilitate, and manage care. With more than 10,000 members, AONE is the voice of nursing leadership in health care. 17 16 25 100 569943 1197487 505643 7108484 7932606 200910 354120 134110 762391 8640991 9554760 3382 13736 0 3571006 3245601 0 0 5210410 5363176 8784798 8622513 -143807 932247 12411961 15455087 3302526 2705153 9109435 12749934 X The American Organization of Nurse Executives (AONE) is the national organization of nurses who design, facilitate, and manage care. With more than 10,000 members, AONE is the voice of nursing leadership in health care. The AONE mission is to shape health care through innovative and expert nursing leadership. true false AONE SERVES ITS MEMBERS AND THE NURSING PROFESSION WITH A NUMBER OF EDUCATIONAL programs (face to face and online) PUBLICATIONS, THE AONE WEBSITE, SOCIAL MEDIA PLATFORMS, AND THE AONE ANNUAL MEETING AND EXPOSITION. AONE provides nurse leader education programs for executives, directors, managers and clinical leaders. Topics range from health care finance, CENP and CNML review courses, shared governance and emerging leader competencies. AONE's annual meeting has over 50 concurrent sessions as well as multiple nationally known keynote speakers and over 3,500 nurse leaders attend. Continuing education credits is available for most AONE programs. AONE develops Guiding Principles, Tool Kits, position statements and articles on all topics effecting nurse leaders. AONE serves its members by: offering information that support and enhance the management, leadership, educational and professional development of nursing leaders, providing vision and actions for nursing leadership to meet the health care needs of society, influencing legislation and public policy related to nursing and patient care issues, and facilitating and supporting research and development efforts that advance nursing administration practice and quality patient care. AONE'S NETWORK OF PROFESSIONALS PROVIDES ACCESS TO THE DIVERSE TALENTS AND EXPERIENCES OF THOUSANDS OF NURSES WHO ARE COMMITTED TO EXCELLENCE IN NURSING LEADERSHIP AND PATIENT CARE DELIVERY. AONE ADVOCATES ON THE ISSUES OF MOST CONCERN TO NURSE LEADERS AND THOSE THEY SERVE, INCLUDING SUPPORTING THE NURSE EDUCATION ACT, SUPPORTING INITIATIVES THAT WILL ENSURE A SAFE AND QUALITY-DRIVEN ENVIRONMENT FOR THE PATIENTS AND PROVIDERS, AND SUPPORTING LEGISLATION THAT WILL FOSTER THE NURSE LEADER'S ROLE IN THE MANAGEMENT OF THE CARE ENVIRONMENT, ESPECIALLY IN AREAS RELATED TO STAFFING, INFORMATION TECHNOLOGY, AND PATIENT CARE SERVICES. 0 false true true true false false false false false false false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false true true false false true 0 0 25 true true true false false false true true false X 17 16 false false true false true true true true true false true true true true true true true true true false false X X Christina Y Fisher 3124223000 155 N WACKER DRIVE SUITE 400 CHICAGO IL 606061725 Maureen Swick CEO & Secretary - Partial Year 40.0 1.0 X X 395870 0 38279 Susan Gergely Acting CEO, Secretary & COO 40.0 1.0 X X 313519 0 48222 Joan Shinkus Clark PRESIDENT 1.0 0 X X 0 0 0 LAMONT M YODER TREASURER 1.0 0 X X 0 0 0 Robert L Dent President Elect 1.0 0 X X 0 0 0 Robyn Begley TRUSTEE 1.0 1.0 X 0 0 0 Dana Bjarnason TRUSTEE 1.0 1.0 X 0 0 0 Cole Edmonson TRUSTEE 1.0 0 X 0 0 0 Rachel Behrendt TRUSTEE 1.0 0 X 0 0 0 Stuart D Downs TRUSTEE 1.0 0 X 0 0 0 Mary A Fuchs TRUSTEE 1.0 0 X 0 0 0 Elizabeth A Hale TRUSTEE 1.0 1.0 X 0 0 0 Erik Martin TRUSTEE 1.0 0 X 0 0 0 M Lindell Joseph TRUSTEE 1.0 0 X 0 0 0 Giancarlo Lyle-Edrosolo TRUSTEE 1.0 0 X 0 0 0 SYLVIA ESTRADA TRUSTEE 1.0 0 X 0 0 0 GERALYN RANDAZZO TRUSTEE 1.0 0 X 0 0 0 GRETCHEN PACHOLEK TRUSTEE 1.0 0 X 0 0 0 Jo Ann K Webb SR DIR ADV & POLICY 40.0 0 X 270906 0 31820 Beverly Hancock DIR Educational Programs 40.0 0 X 148859 0 63175 Mary T MEADOWS DIR Prof Practice 40.0 0 X 167664 0 36870 Janet Stifter DIR AONE CCIT 40.0 0 X 156005 0 24344 Alyse Kittner DIR Membership & Mktg 40.0 0 X 129035 0 28254 1581858 0 270963 7 false true false Leading Authorities Inc 1220 L Street NW Ste 850 Washington DC 20005 meeting services 140254 1 505643 505643 Trade Shows 900099 5523413 5454413 69000 Membership Dues 900099 1932216 1932216 CIT Program 900099 367800 367800 Renewal Fees 900099 105475 105475 Publications 900099 3702 3702 0 0 0 0 7932606 214267 214267 191379 191379 0 0 1533400 1393547 139853 0 139853 139853 Advertising 541800 569943 569943 Other Revenue 900999 1069 1069 0 0 0 0 571012 9554760 7864675 569943 614499 13736 795890 0 0 0 1564850 52581 559265 273015 34031 693685 0 0 0 42905 722847 75533 355801 582738 2278492 5727 11856 Credentialing 80690 Taxes 457567 21304 0 0 0 8622513 0 0 0 3362303 5170258 101905 271980 0 0 0 405615 345999 0 0 0 0 8542138 9666850 0 0 0 0 12411961 15455087 178464 29839 2408770 2361642 0 715292 313672 3302526 2705153 X 9109435 12749934 9109435 12749934 12411961 15455087 932247 825689 1882563 0 X false true X true false 0 0 0 0 0 false AHAPAC 800 10TH ST NW STE 400 WASHINGTON DC 200014956 362996517 0 2442 false false true 1932216 370839 -60014 310825 193221 117604 0 Schedule C, Part I-A, Line 1 Description of Political Activities AONE RECEIVED CONTRIBUTIONS FROM AONE EMPLOYEES IN SUPPORT OF AHAPAC. THE FUND FROM AONE EMPLOYEES WERE RECEIVED AND PROMPTLY AND DIRECTLY DELIVERED TO AHAPAC, A RELATED TAX-EXEMPT SECTION 527 POLITICAL ORGANIZATION. Intercompany Payables 313672 313672 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote AONE follows the provisions of the Accounting for Uncertainty in Income Taxes section of the Income Taxes Topic of the ASC, which 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, AONE 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 of the position. Examples of tax positions include the tax-exempt status of AONE and various positions related to the potential sources of unrelated business taxable income (UBTI). The tax benefits recognized in the 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 ultimate settlement. There were no unrecognized tax benefits identified and recorded as liabilities for the reporting periods presented herein. X true true X X X X false false false Maureen Swick CEO & Secretary - Partial Year 331041 0 21248 0 43581 0 12161 0 26118 0 434149 0 0 0 Susan Gergely Acting CEO, Secretary & COO 267592 0 25348 0 20579 0 16200 0 32022 0 361741 0 0 0 Jo Ann K Webb SR DIR ADV & POLICY 241362 0 24020 0 5525 0 16200 0 15620 0 302726 0 0 0 Beverly Hancock DIR Educational Programs 140418 0 7051 0 1390 0 9478 0 53697 0 212034 0 0 0 Mary T MEADOWS DIR Prof Practice 154465 0 7915 0 5284 0 10210 0 26659 0 204533 0 0 0 Janet Stifter DIR AONE CCIT 147405 0 7410 0 1190 0 9613 0 14730 0 180349 0 0 0 Alyse Kittner DIR Membership & Mktg 121939 0 5906 0 1190 0 7978 0 20276 0 157289 0 0 0 Schedule J, Part I, Line 1a Discretionary spending account During the year, the organization provided Maureen Swick with a discretionary spending account. The benefit was included in the CEO's taxable compensation. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE CHIEF EXECUTIVE OFFICER OF AONE REPORTS TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) PRESIDENT. THE AONE BOARD, THE AHA PRESIDENT AND THE COMPENSATION COMMITTEE OF AHA PARTICIPATE IN SETTING GOALS FOR PERFORMANCE OF THE AONE CEO AND IN MEASURING PERFORMANCE AGAINST THESE GOALS. THE COMPENSATION COMMITTEE OF THE AHA BOARD DOES NOT INCLUDE ANY INDIVIDUAL WHOSE COMPENSATION IT REVIEWS. THE COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO PRODUCE COMPARABLE SALARY DATA FOR THE CEO AS APPROPRIATE, AND MAKES RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS, CONSISTENT WITH EXISTING COMPENSATION AGREEMENTS, POLICIES AND PROCEDURES. ON AN ANNUAL BASIS, THE COMMITTEE EVALUATES THE CEO'S PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS AND DETERMINES WHETHER ANY ADJUSTMENT OR PERFORMANCE-BASED REWARD SHOULD BE MADE. THE FINAL COMPENSATION PACKAGE OF THE AONE CEO IS DOCUMENTED IN A WRITTEN EMPLOYMENT AGREEMENT. CONTEMPORANEOUS MINUTES OF THE COMMITTEE'S DELIBERATIONS ARE PREPARED AND REVIEW BY THE COMMITTEE IN A TIMELY MANNER. Form 990, Part III, Line 1 ORGANIZATION'S MISSION AONE IS DEDICATED TO THE STEWARDSHIP OF HEALTH POLICY AND TO THE PROFESSIONAL DEVELOPMENT OF NURSE LEADERS OPERATING IN A DYNAMIC ENVIRONMENT. AONE ACHIEVES ITS OBJECTIVES THROUGH A SPIRIT OF COLLABORATION AND SERVES ITS MEMBERS BY: -PROVIDING VISION AND ACTIONS FOR NURSING LEADERSHIP TO MEET THE HEALTH CARE NEEDS OF SOCIETY; -FACILITATING AND SUPPORTING RESEARCH AND DEVELOPMENT EFFORTS THAT ADVANCE NURSING ADMINISTRATION PRACTICE AND QUALITY PATIENT CARE; AND -OFFERING MEMBER SERVICES THAT SUPPORT AND ENHANCE MANAGEMENT, LEADERSHIP, EDUCATIONAL AND PROFESSIONAL DEVELOPMENT OF NURSING LEADERS. Form 990, Part III, Line 2 New program services In 2017, AONE undertook three programs that were previously administered by the AONE Foundation, a related organization: Emerging Nurse Leadership Institute (ENLI), Nurse Manager Institute (NMI), and Fellowships. Form 990, Part VI, Line 15b COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES PER THE IRS DEFINITION. THEREFORE THIS QUESTION IS NOT APPLICABLE AND HAS INTENTIONALLY BEEN CHECKED "NO". Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee shall consist of the president, president-elect, past president, the treasurer and the CEO, and shall meet at the call of the president. The committee shall have the power to transact all regular business of the AONE between Board meetings as necessary to expedite the AONE business, except as expressly prohibited by AONE and the AONE Bylaws. Form 990, Part VI, Line 4 Significant changes to organizational documents The Sole Corporate Member now has the sole power to amend the bylaws after considering any recommendations by the AONE Board of Directors. The Sole Corporate Member now has the sole power to amend the articles of incorporation after considering any recommendations by the AONE Board of Directors. Form 990, Part VI, Line 6 Classes of members or stockholders The organization's classes of members consist of Full members: Registered nurse leaders and aspiring leaders; student, affiliate, honorary and international members; and its sole corporate member, American Hospital Association, a related tax-exempt organization. Full members of AONE, Registered Nurse leaders and aspiring leaders, have the right to hold elected positions in AONE, elect a slate of candidates for service on the organization's Board, and have the right to vote on amendments to the bylaws. Individual members elect the Board in national elections. Student, affiliate, honorary, and international members are not permitted to hold office or vote for officers or directors. The organization's sole Corporate Member, American Hospital Association, has the right to elect or appoint members of the organization's governing body and approve or deny significant decisions of the organization's governing body. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body See narrative for Part VI, Line 6 Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders See narrative for Part VI, Line 6 Form 990, Part VI, Line 11b Review of form 990 by governing body The form 990 is reviewed by the organization's management and legal department. It is then shared with the AONE Board of directors prior to filing with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy On an annual basis, the Association's trustees, officers, and employees are required to read, complete and return a conflict of interest questionnaire. The returned questionnaires are handled jointly by Legal, Human Resources and Audit and Compliance staff of the American Hospital Association. Any questionnaire that raises a potential issue is reviewed and referred to the Association's President for a final determination of any action to be considered or undertaken. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE AONE BOARD AND THE AMERICAN HOSPITAL ASSOCIATION (AHA) SENIOR VICE PRESIDENT PARTICIPATE IN SETTING GOALS FOR PERFORMANCE OF THE AONE PRESIDENT AND IN MEASURING PERFORMANCE AGAINST THESE GOALS. ON AN ANNUAL BASIS, THE AHA SENIOR VICE PRESIDENT EVALUATES THE AONE PRESIDENT'S PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS AND DETERMINES WHETHER ANY ADJUSTMENT OR PERFORMANCE-BASED REWARD SHOULD BE MADE. THE FINAL COMPENSATION PACKAGE FOR THE AONE PRESIDENT IS DOCUMENTED IN A WRITTEN EMPLOYMENT AGREEMENT. Form 990, Part VI, Line 19 Required documents available to the public The governing documents and conflict of interest policy are available upon request. The organization's Financial statements are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104 and are not available to the public at this time. AMERICAN HOSPITAL ASSOCIATION 155 NORTH WACKER STE 400 CHICAGO IL 606061725 360726140 MEMBERSHIP ORG. IL 501(c)(6) NA false HEALTH RESEARCH AND EDUCATIONAL TRUST 155 NORTH WACKER STE 400 CHICAGO IL 606061725 362203931 RESEARCH/EDUC IL 501(c)(3) Type I AHA false INSTITUTE FOR DIVERSITY IN HEALTHCARE 155 NORTH WACKER STE 400 CHICAGO IL 606061725 582094118 DIVERSITY IL 501(c)(3) 10 AHA false AHAPAC 325 7TH STREET NW WASHINGTON DC 20004 362996517 FOR POLITICAL CAMPAIGNS IL 527 AHA false AONE FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION 325 7TH STREET NW WASHINGTON DC 20004 272399044 SUPPORTING ORG. IL 501(c)(3) Type I AONE true HEALTH FORUM INC 155 NORTH WACKER DRIVE STE 400 CHICAGO IL 60606 364143432 PUBLICATIONS IL NA C Corporation 0 0 0 false false false false false false false false false false false true true false false true true false false false