2018-07-16T13:38:14-05:00 2017-08-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2016-09-01 362113743 AMERICAN ASSOCIATION OF NURSE ANESTHETISTS AMER 8476927050 222 S PROSPECT AVENUE PARK RIDGE IL 60068 DEAN COMBER CFIO 8476927050 2018-07-16 1 MICHAEL STEPHENS P01302903 6305738600 2018-07-11 2016 2022-09-23 18:48:47Z DEAN COMBER 222 S PROSPECT AVENUE PARK RIDGE IL 60068 28248751 0 X WWW.AANA.COM X 1939 IL TO ADVANCE PATIENT SAFETY AND EXCELLENCE IN ANESTHESIA, PROMOTE THE PROFESSION OF NURSE ANESTHESIA, AND SUPPORT ITS MEMBERS THROUGH ADVOCACY, EDUCATION AND PROFESSIONAL PRACTICE. 11 7 118 199 970202 404503 0 0 20289260 23999043 1196837 675913 2351450 2459151 23837547 27134107 1972314 1788437 0 0 11635455 11919356 0 0 0 8063868 10543670 21671637 24251463 2165910 2882644 46577908 52522184 18629118 18768710 27948790 33753474 X AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (AANA) ADVANCES PATIENT SAFETY, PRACTICE EXCELLENCE, AND ITS MEMBERS' PROFESSION. 0 0 ADVOCACY: AANA, WHICH REPRESENTS MORE THAN 50,000 CERTIFIED, REGISTEREDNURSE ANESTHETISTS (CRNA'S) AND STUDENT NURSE ANESTHETISTS NATIONWIDE,ADVOCATES FOR CHANGES TO THE NATION'S HEALTHCARE SYSTEM WHICH INCREASEANESTHESIA PATIENT SAFETY AND AFFORDABILITY OF ANESTHESIA SERVICES,MAXIMIZE PATIENT ACCESS TO CARE, SUPPORT PATIENTS' RIGHTS TO RECEIVECARE FROM THE PROVIDERS OF THEIR CHOICE, AND ENSURE NURSE ANESTHESIAEDUCATIONAL OPPORTUNITIES. THE NURSE ANESTHESIA PROFESSION ALSOSUPPORTS PUBLIC AND INSTITUTIONAL POLICY WHICH ENABLES MAXIMUMUTILIZATION OF CRNA'S AND THEIR ABILITY TO WORK WITHIN THEIR FULL ANDLEGAL SCOPE OF PRACTICE. NUMEROUS OUTCOME STUDIES HAVE DEMONSTRATEDTHAT THERE IS NO DIFFERENCE IN THE QUALITY OF CARE PROVIDED BY CRNA'SAND THEIR PHYSICIAN ANESTHESIOLOGIST COUNTERPARTS. EDUCATIONAL/PROFESSIONAL DEVELOPMENT: THE NURSE ANESTHESIA SPECIALTYREQUIRES THE DEVELOPMENT OF EXPERT CLINICAL JUDGMENT SKILLS ANDCRITICAL THINKING CAPABILITIES THAT PREPARE THE NURSE ANESTHETIST TOSAFELY ENGAGE IN THE FULL SCOPE OF ANESTHESIA PRACTICE AS DEFINED BYTHE PROFESSION. THE EDUCATIONAL PREPARATION OF CERTIFIED REGISTEREDNURSE ANESTHETISTS (CRNA'S) IS CONDUCTED IN MORE THAN 100 ACCREDITEDGRADUATE-LEVEL PROGRAMS THROUGHOUT THE UNITED STATES AND PUERTO RICO.GRADUATES OF ACCREDITED NURSE ANESTHESIA EDUCATIONAL PROGRAMS MUST PASSTHE RIGOROUS NATIONAL CERTIFICATION EXAMINATION FOR NURSE ANESTHETISTSIN ORDER TO BECOME QUALIFIED TO PRACTICE AS A CRNA. RECERTIFICATION,WHICH INCLUDES REQUIREMENTS FOR ANESTHESIA PRACTICE AS WELL ASCONTINUING EDUCATION, MUST BE SUCCESSFULLY ACCOMPLISHED EVERY TWO YEARS IN ORDER TO CONTINUE TO PRACTICE AS A CRNA. AANA, AS WELL AS EXTERNALORGANIZATIONS, PROVIDE BOTH IN-PERSON AND ONLINE CONTINUING EDUCATIONOPPORTUNITIES FOR CRNA'S. SCOPE OF PRACTICE: NURSE ANESTHETISTS HAVE A DOCUMENTED HISTORY OFPROVIDING SAFE, HIGH-QUALITY ANESTHESIA CARE. TODAY, NEARLY 150 YEARSAFTER THE PROFESSION'S HUMBLE YET HEROIC BEGINNINGS ON THE BATTLEFIELDSOF THE CIVIL WAR, CERTIFIED REGISTERED NURSE ANESTHETISTS (CRNA'S) ARETHE HANDS-ON PROVIDERS OF MORE THAN 32 MILLION ANESTHETICS GIVEN TOPATIENTS EACH YEAR IN THE UNITED STATES. THE LONGEVITY AND GROWTH OFTHE SPECIALTY CAN BE ATTRIBUTED DIRECTLY TO NURSE ANESTHETISTS'COMMITMENT TO EXCELLENCE AND PATIENT SAFETY, THEIR WILLINGNESS TOPROVIDE SERVICES WHEN AND WHERE NEEDED, AND THE PROVISION OF THOSESERVICES AT REASONABLE COST. THEY ARE QUALIFIED TO MAKE INDEPENDENTJUDGMENTS 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 VIRGINISLANDS.WITH ITS STATED MISSION OF "ADVANCING PATIENT SAFETY, PRACTICEEXCELLENCE, AND ITS MEMBERS' PROFESSION," THE AMERICAN ASSOCIATION OFNURSE ANESTHETISTS (AANA) HAS BEEN COMMITTED TO IMPROVING THE QUALITYOF ANESTHESIA CARE PROVIDED BY NURSE ANESTHETISTS SINCE IT WASESTABLISHED IN 1931. TO THAT END, THE AANA HAS DEVELOPED STANDARDS FORANESTHESIA CARE AND PAIN MANAGEMENT. ADDITIONALLY, THE AANA SUPPORTSCRNA PARTICIPATION IN CONTINUING EDUCATION PROGRAMS, PATIENT, QUALITYAND SAFETY RESEARCH, PATIENT SATISFACTION, ADVANCEMENT IN ANESTHESIATECHNIQUES AND TECHNOLOGY, AND THE DEVELOPMENT OF ANESTHESIA PRACTICESTANDARDS 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 SURGICALSUITES 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 VETERANSAFFAIRS HEALTHCARE FACILITIES. 0 0 0 1 0 0 0 0 0 1 0 0 0 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 1 1 0 1 118 0 1 118 1 1 1 0 0 0 0 0 X 11 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CONNIE CALDERARO 8476551120 222 S PROSPECT AVENUE PARK RIDGE IL 60068 ALISON B CARTER DIRECTOR 2.50 X 7850 0 0 BRUCE WEINER PRESIDENT ELECT 3.00 X X 31000 0 0 CHERYL NIMMO PRESIDENT 35.00 X X 46600 0 0 CHRISTINE SALVATORE DIRECTOR 2.50 X 7950 0 0 DINA VELOCCI DIRECTOR 2.50 X 7800 0 0 JOHN BING DIRECTOR 2.50 X 4400 0 0 KATHRYN JANSKY VICE PRESIDENT 3.00 X X 20200 0 0 MARK HAFFEY DIRECTOR 2.50 X 7600 0 0 RANDALL MOORE TREASURER 3.00 X X 11600 0 0 ROBERT GAUVIN DIRECTOR 2.50 X 7600 0 0 HEATHER RANKIN DIRECTOR 2.50 X 3900 0 0 DEBBIE BARBER DIRECTOR 2.50 X 3800 0 0 GARRY BRYDGES DIRECTOR 2.50 X 4000 0 0 JUAN QUINTANA FORMER PRESIDENT 35.00 X X 101100 0 0 LINDA GOETZ DIRECTOR 2.50 X 3800 0 0 WANDA O WILSON EXECUTIVE DIRECTOR 40.00 8.40 X 361929 0 41850 MARGARET S JUNG COO 35.00 7.40 X 203356 0 36508 DEAN COMBER CFIO 35.00 7.40 X 146251 0 23684 KIM PACZESNY SR. DIRECTOR OF FINANCE 40.00 X 200086 0 29458 LUIS RIVERA SENIOR DIRECTOR 35.00 X 198823 0 45347 FRANCIS PURCELL SENIOR DIRECTOR 35.00 X 192654 0 45513 ANNA POLYAK SENIOR DIRECTOR 35.00 X 193443 0 43152 LYNN REEDE SENIOR DIRECTOR 35.00 X 197338 0 37675 BRUCE SCHONENBOOM SR. DIRECTOR OF EDUCATION 35.00 X 198383 0 22398 2161463 0 325585 23 0 1 0 DARTMOUTH PRINTING COMPANY PO BOX 419817 BOSTON MA 022419817 PRINTING SERVICES 391755 T-C REPUBLIC SQUARE OWNER LLC PO BOX 419078 BOSTON MA 022419078 REAL ESTATE PROPERTY RENTAL 322703 GLOBAL EXPERIENCE SPECIALISTS INC 1425 GREENWAY DRIVE SUITE 250 IRVING TX 75038 AUDIO VISUAL SERVICES 316638 DUANE MORRIS 30 S 17TH ST PHILADELPHIA PA 191034196 LEGAL COUNCIL 301135 WEB COURSEWORKS LTD 7617 MINERAL POINT ROAD SUITE 301 MADISON WI 53717 COURSE DEVELOPMENT 198477 10 MEMBERSHIP DUES 900099 17499896 17499896 WORKSHOP & CONFERENCE FEES 900099 2701059 2701059 CORPORATE SPONSORSHIP 900099 1885340 1885340 ADVERTISING REVENUE 541800 873700 873700 SERVICE FEES 900099 598340 598340 440708 440708 23999043 559701 559701 706697 706697 498300 248443 249857 249857 96502 153355 831689 715477 116212 116212 116212 163022 150724 12298 12298 ADMINISTRATIVE FEES 900099 1289000 1289000 LIST RENTAL 900099 201299 201299 1490299 27134107 23125343 970202 3038562 1672562 115875 1215723 8085472 1302960 690422 624779 262918 536598 112048 409106 28762 1049114 270550 1067240 603548 11698 869764 716512 2002692 700000 734395 140604 PUBLICATION EXPENSE 798178 229943 24251463 7458249 18716461 8822881 1102416 936120 860592 101855 72717 664105 1115950 15349390 9530381 5695933 5819009 21518629 23790077 429472 199741 950664 845221 46577908 52522184 6915343 5020704 9255505 10976325 2458270 2771681 18629118 18768710 X 27948790 33753474 27948790 33753474 46577908 52522184 X 2882644 1618726 1303314 X X 0 1 X 1 0 0 0 0 17499896 751803 751803 1174473 -422670 1575000 1575000 4008514 1975772 2032742 4716034 3398130 1317904 5049842 4156479 893363 5819009 DUES PAYABLE TO STATE ASSOCIATIONS 2757542 DUE TO AFFILIATES 14139 2771681 X PART X, LINE 2: 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 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 OF 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 GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON SETTLEMENT. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANT TO RECIPIENT LOCATED IN REGION 115875 0 0 0 0 0 0 115875 0 115875 EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL SUPPORT 115875 WIRE TRANSFER 1 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION 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. 1 COUNCIL ON ACCREDITATION 222 S PROSPECT AVE PARK RIDGE IL 60068 271433694 501(C)(3) 500000 GENERAL SUPPORT AANA FOUNDATION 222 S PROSPECT AVE PARK RIDGE IL 60068 363145692 501(C)(3) 400000 GENERAL SUPPORT ALASKA ASSOCIATION OF NURSE ANESTHETISTS3701 E TUDOR RD STE 208 3701 E TUDOR RD STE 208 ANCHORAGE AK 995071259 710982538 501(C)(6) 26220 GENERAL SUPPORT DELAWARE ASSOCIATION OF NURSE ANESTHETISTS 13 WHITE OAK RD LANDENBERG PA 193501027 510333263 501(C)(6) 27898 GENERAL SUPPORT DISTRICT OF COLUMBIA ASSOCIATION OF NURSE ANESTHETISTS 2655 41ST STREET NW APT 202 WASHINGTON DC 200071280 521033380 501(C)(6) 40000 GENERAL SUPPORT HAWAII ASSOCIATION OF NURSE ANESTHETISTS PO BOX 3112 HONOLULU HI 96802 205131527 501(C)(6) 34000 GENERAL SUPPORT MONTANA ASSN OF NURSE ANESTHETISTS PO BOX 231 DIAMONDVILLE WY 831160231 810472451 501(C)(6) 42238 GENERAL SUPPORT NEVADA ASSN OF NURSE ANESTHETISTS PO BOX 96685 LAS VEGAS NV 891936685 880190695 501(C)(6) 33075 GENERAL SUPPORT NEW HAMPSHIRE ASSOCIATION OF NURSE ANESTHETISTS 4 LAN DRIVE SUITE 310 WESTFORD MA 01886 020334415 501(C)(6) 11780 GENERAL SUPPORT NEW MEXICO ASSN OF NURSE ANESTHETISTS PO BOX 92885 ALBUQUERQUE NM 87199 510225221 501(C)(6) 22475 GENERAL SUPPORT NORTH DAKOTA ASSOCIATION OF NURSE ANESTHETISTS 2900 EAST BROADWAY AVE BISMARCK ND 58501 510166943 501(C)(6) 7130 GENERAL SUPPORT RHODE ISLAND ASSN OF NURSE ANESTHETISTS 100 FOUNTAIN ST UNIT 6A PROVIDENCE RI 029031845 061473247 501(C)(6) 25660 GENERAL SUPPORT UTAH ASSOCIATION OF NURSE ANESTHETISTS 9765 N MEADOW DR CEDAR HILLS UT 840629201 870452961 501(C)(6) 18523 GENERAL SUPPORT VERMONT ASSN OF NURSE ANESTHETISTS 8 PINE BROOK LN APT D6 NORTH SPRINGFIELD VT 05150 521374459 501(C)(6) 37400 GENERAL SUPPORT WYOMING ASSN OF NURSE ANESTHETISTS PO BOX 231 DIAMONDVILLE WY 831160231 263022118 501(C)(6) 35748 GENERAL SUPPORT 2 13 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 BOTH ORGANIZATIONS. X X X X 0 0 0 WANDA O WILSON EXECUTIVE DIRECTOR 320298 0 15850 0 25781 0 34156 0 7694 0 403779 0 0 0 MARGARET S JUNG COO 184054 0 750 0 18552 0 26100 0 10408 0 239864 0 0 0 DEAN COMBER CFIO 138248 0 750 0 7253 0 11788 0 11896 0 169935 0 0 0 KIM PACZESNY SR. DIRECTOR OF FINANCE 180622 0 750 0 18714 0 22015 0 7443 0 229544 0 0 0 LUIS RIVERA SENIOR DIRECTOR 197521 0 750 0 552 0 26490 0 18857 0 244170 0 0 0 FRANCIS PURCELL SENIOR DIRECTOR 191458 0 750 0 446 0 28136 0 17377 0 238167 0 0 0 ANNA POLYAK SENIOR DIRECTOR 192453 0 750 0 240 0 24306 0 18846 0 236595 0 0 0 LYNN REEDE SENIOR DIRECTOR 195004 0 750 0 1584 0 25096 0 12579 0 235013 0 0 0 BRUCE SCHONENBOOM SR. DIRECTOR OF EDUCATION 196601 0 750 0 1032 0 21450 0 948 0 220781 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 IT'S 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. RECENTLY, THE ECC HAS EMPLOYED PWC TO PERFORM A COMPREHENSIVE ASSESSMENT OF THE ED/CEO EVALUATION TOOLS AND TO BENCHMARK ITS ED/CEO COMPENSATION. AFTER IDENTIFYING AN APPROPRIATE PEER UNIVERSE, AN ASSESSMENT WAS MADE THAT VERIFIED THE APPROPRIATENESS OF THE CURRENT COMPENSATION OF THE AANA'S ED/CEO. 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 XI, LINE 9: CHANGE IN PENSION OBLIGATION 1,303,314. FORM 990, PART XII, LINE 2C AANA'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AANA FOUNDATION 222 S PROSPECT AVE PARK RIDGE IL 60068 363145692 FUNDRAISING IL 501(C)(3) LINE 7 AANA 1 AANA MANAGEMENT SERVICES INC 222 S PROSPECT AVE PARK RIDGE IL 60068 363896648 INSURANCE BROKER IL AANA C 5291564 6617628 1.00000 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 AANA FOUNDATION Q 244466 BOOK VALUE AANA FOUNDATION L 103000 BOOK VALUE AANA FOUNDATION B 400000 BOOK VALUE AANA FOUNDATION N 38000 BOOK VALUE AANA FOUNDATION O 134394 BOOK VALUE AANA FOUNDATION S 519063 BOOK VALUE AANA ASSOCIATION MANAGEMENT SERVICES A 355000 BOOK VALUE AANA ASSOCIATION MANAGEMENT SERVICES P 902000 BOOK VALUE AANA ASSOCIATION MANAGEMENT SERVICES Q 662724 BOOK VALUE AANA ASSOCIATION MANAGEMENT SERVICES S 709181 BOOK VALUE