2014-06-23T11:00:04-05:00 2013-08-31 CROWE HORWATH LLP 70 West Madison Street Suite 700 Chicago IL 606024903 990 2012-09-01 363145692 AMERICAN ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION AMER 8476551170 222 S Prospect Ave PARK RIDGE IL 60068 LORRAINE JORDAN 2014-06-20 true John Woodhull P01305268 3128997000 2012 2015-11-30 17:44:51Z AANA FOUNDATION LORRAINE JORDAN 222 S Prospect Ave PARK RIDGE IL 60068 2570493 false X WWW.AANAFOUNDATION.COM X 1981 IL ADVANCING THE SCIENCE OF ANESTHESIA THROUGH EDUCATION AND RESEARCH. 13 12 5 104 0 0 1089388 1585105 17490 12650 134631 199088 10673 12271 1252182 1809114 206100 326751 0 0 257104 367339 32100 32000 239845 461186 372557 956490 1098647 295692 710467 5014235 6088225 71799 293688 4942436 5794537 ADVANCING THE SCIENCE OF ANESTHESIA THROUGH EDUCATION AND RESEARCH. false false 399223 2465 THE AANA FOUNDATION FUNDS CONTINUING EDUCATION WORKSHOPS, LECTURES AND PRESENTATIONS RELATING TO ANESTHESIA TECHNIQUES, RESEARCH OPPORTUNITIES AND EDUCATIONAL ACTIVITIES. 330460 326751 11596 THE AANA FOUNDATION FUNDS GRANTS FOR INDEPENDENT RESEARCH PROJECTS AND SCHOLARSHIPS FOR STUDENT NURSE ANESTHETISTS AND CRNA GRADUATE STUDENTS. 729683 true true false false false false false false true true false false false true true true true false false false false false true true false false false true true false false false false false false false false false false false false false true false false true false true X 15 0 true 5 true false false false false false true true false false false false X 13 12 false false false false true true true true true false false true true true true true true false false false AL AK AZ AR CA CT DC FL GA HI IL KS KY LA MD MA MI MN MS NH NJ NM NY OH OK OR PA RI SC TN UT VA WV WI X LORRAINE JORDAN 8476551172 222 S PROSPECT AVENUE PARK RIDGE IL 60068 DONNA VIERTHALER 2.00 0.00 X X 0 0 0 JACK T HITCHENS 4.00 0.00 X X 0 0 0 JAMES E JELINEK 2.00 0.00 X X 0 0 0 SANDRA TUNAJEK 2.00 0.00 X X 0 0 0 WILMA GILLIS 2.00 0.00 X X 0 0 0 AMY LANGAN 1.00 0.00 X 0 0 0 BETTE M WILDGUST 1.00 0.00 X 0 0 0 DENNIS BLESS 1.00 1.00 X 0 0 0 LEO A LE BEL 1.00 0.00 X 0 0 0 MARGARET FAUT-CALLAHAN 1.00 0.00 X 0 0 0 MONICA MASEMER 1.00 0.00 X 0 0 0 NORMALYNN GARRETT 1.00 0.00 X 0 0 0 RODNEY LESTER 1.00 0.00 X 0 0 0 TODD HERZOG 1.00 0.00 X 0 0 0 WANDA O WILSON 1.00 47.40 X 0 321429 44745 LORRAINE JORDAN 20.00 20.00 X 183331 0 33472 183331 321429 78217 1 false true false AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 222 S PROSPECT AVE PARK RIDGE IL 600684001 ADMINISTRATIVE SERVICES 129000 1 37210 305178 1242717 1585105 APPLICATION FEES 900099 10185 10185 WORKSHOP REGISTRATION FEES 900099 2465 2465 0 0 0 0 0 0 0 12650 99009 99009 0 0 0 0 0 818093 718014 100079 0 100079 100079 54225 37210 43365 10860 10860 0 0 MISC INCOME 900099 1411 1411 0 0 0 0 0 0 1411 1809114 14061 0 209948 5000 5000 321751 321751 0 0 95454 56318 7636 31500 0 210549 124224 16844 69481 28588 16867 2287 9434 12488 7368 999 4121 20260 11953 1621 6686 0 7761 7761 18581 18581 0 32000 32000 24407 24407 79600 47210 6320 26070 5463 5463 22959 4092 14660 4207 6834 6834 0 32500 19175 2600 10725 0 0 67916 45011 22905 0 0 7561 7561 10079 10079 PROJECT EXPENSES 57313 57313 BOARD AND COMMITTEE 20591 12355 8236 INTERNAL FUNDRAISING 8803 8803 FEE & LICENSE EXPENSE 183 183 2006 1046 746 214 1098647 729683 129119 239845 0 85941 127906 579189 967530 86307 105302 0 0 290745 202045 92957 88700 4105390 4739078 0 0 0 0 64451 59709 5014235 6088225 43842 201982 0 27957 91706 71799 293688 X 3474755 3615322 444534 1192323 1023147 986892 4942436 5794537 5014235 6088225 X 710467 137927 3707 X false true X true false X 726371 844204 867660 1140038 1563903 5142176 0 0 726371 844204 867660 1140038 1563903 5142176 188937 4953239 84179 161613 99878 109306 99009 553985 0 22965 41168 14643 50432 55636 184844 5881005 77663 0.84220 0.79350 X SCHEDULE A, PART II, LINE 10, OTHER INCOME, DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 22594, COLUMN B - 34028, COLUMN C - 14625, COLUMN D - 50371, COLUMN E - 54225, COLUMN F - 175843; DESCRIPTION - MISC INCOME, COLUMN A - 371, COLUMN B - 7140, COLUMN C - 18, COLUMN D - 61, COLUMN E - 1411, COLUMN F - 9001; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1377947 46577 73691 1498215 1153618 109506 114823 1377947 926686 95678 131254 1153618 778466 110464 37756 926686 772875 24080 -18489 778466 0.00000 0.65870 0.34130 false false 0 160000 82000 78000 37334 37334 0 81237 79059 2178 12174 3652 8522 88700 0 ANNUITIES PAYABLE 24322 DUE TO AANA 67384 91706 X 1965999 137927 43365 181292 1784707 24407 0 24407 1809114 1117605 43365 43365 1074240 24407 0 24407 1098647 Intended uses of endowment funds Schedule D, Part V, Line 4 AANA FOUNDATION ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS, RESEARCH GRANTS AND FELLOWSHIPS. FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 THE FOUNDATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT THE FOUNDATION HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS, AS THE FOUNDATION HAS HAD NO UNRELATED BUSINESS INCOME. THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS APPLICABLE TO UNCERTAIN INCOME TAX POSITIONS. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. THE FOUNDATION RECOGNIZED AND ACCRUED NO AMOUNTS FOR INTEREST OR PENALTIES AS OF AUGUST 31, 2013, OR FOR THE YEAR THEN ENDED. DUE TO ITS TAX-EXEMPT STATUS, THE FOUNDATION IS NOT SUBJECT TO U.S. FEDERAL INCOME TAX OR STATE INCOME TAX. THE FOUNDATION'S ACTIVITIES ARE NO LONGER SUBJECT TO EXAMINATION BY U.S. FEDERAL OR STATE TAXING AUTHORITIES FOR YEARS BEFORE AUGUST 31, 2010. THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. Other revenues in audited financial statements not in form 990 Schedule D, Part XI, Line 2d FUNDRAISING EXPENSES - 43365; Other expenses in audited financial statements not in form 990 Schedule D, Part XII, Line 2d FUNDRAISING EXPENSES - 43365; X X X X X true DIRECTLINE TECHNOLOGIES INC 1600 N CARPENTER RD BUILDING D MODESTO CA 953511145 TELEMARKETING false 142508 32000 110508 142508 32000 110508 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY LAS VEGAS 91435 37210 54225 40160 3205 0 0 91435 37210 54225 0 0 40160 0 0 3205 43365 10860 true SCHOLARSHIPS, GRANTS AND FELLOWSHIPS 73 334951 Procedures for monitoring use of grant funds Schedule I, 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. false false false false false false false false false WANDA O WILSON 0 321429 0 0 0 0 0 36374 0 8371 0 366174 0 0 LORRAINE JORDAN 183331 0 0 0 0 0 18314 0 15158 0 216803 0 0 0 Arrangement used to establish the top management official's compensation Schedule J, Part I, Line 3 THE ORGANIZATION RELIED ON AANA, A RELATED TAX-EXEMPT ORGANIZATION, WHICH USED A WRITTEN EMPLOYMENT CONTRACT, OTHER FORMS 990 FROM SIMILAR SIZED ORGANIZATIONS AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO DETEREMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. NUMBER OF W-2S FILED FORM 990, PART V, LINE 2A THE NUMBER OF W-2S REPORTED ON LINE 2A ARE ISSUED BY A RELATED ORGANIZATION, AMERICAN ASSOCIATION OF NURSE ANESTHETISTS, TO EMPLOYEES THAT WORK FOR THE FOUNDATION. Classes of members or stockholders Form 990, Part VI, Section A, Line 6 THE SOLE MEMBER OF AANA FOUNDATION IS AANA, A RELATED TAX-EXEMPT ORGANIZATION. ALL ACTS REQUIRING ACTION OF THE MEMBER MAY ONLY BE TAKEN BY THE AANA BOARD OF DIRECTORS OR AN ENTITY AUTHORIZED ON BEHALF OF THE AANA BOARD OF DIRECTORS. PRIOR TO ELECTING BOARD OF TRUSTEES THE TRUSTEES OF AANA FOUNDATION MUST FIRST GET THE APPROVAL OF NOMINEES FROM THE AANA BOARD OF DIRECTORS. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a PRIOR TO FILING THE RETURN WITH THE IRS, A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE AND FOUNDATION DEPARTMENTS 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. Decisions requiring approval by members or stockholders Form 990, Part VI, Section A, Line 7b SEE NARRATIVE FOR FORM 990, PART VI, LINE 7A. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b PRIOR TO FILING THE RETURN WITH THE IRS, A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE AND FOUNDATION DEPARTMENTS 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. Conflict of interest policy 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 EXECUTIVE DIRECTOR 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. PROCESS USED TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL FORM 990, PART VI, LINE 15A THE ORGANIZATION RELIES UPON AANA, A RELATED TAX-EXEMPT ORGANIZATION AND SOLE CORPORATE MEMBER, TO DETERMINE AND PAY THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR PERFORMS SERVICES FOR BOTH AANA AND THE FOUNDATION. PROCESS USED TO ESTABLISH COMPENSATION FOR OTHER OFFICERS FORM 990, PART VI, LINE 15B THE ORGANIZATION DOES NOT COMPENSATE ANY OTHER OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES, THEREFORE THIS QUESTION HAS BEEN INTENTIONALLY MARKED 'NO' ON THE RETURN. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED TO BE DISCLOSED TO THE PUBLIC PURSUANT TO IRC SECTION 6104. AS SUCH, THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC BY THE FOUNDATION. Other changes in net assets or fund balances Form 990 , Part XI, Line 9 OTHER CHANGES IN NET ASSETS - 3707; AMERICAN ASSOC OF NURSE ANESTHETISTS 222 S PROSPECT AVENUE PARK RIDGE IL 60068 MEMBERSHIP IL 501(C)(6) N/A NA false false false true false false false false false false false false false true true true true true false false AMERICAN ASSOCIATION OF NURSE ANESTHETISTS C 305178 COST AMERICAN ASSOCIATION OF NURSE ANESTHETISTS M 79000 COST