AMERICAN ASSOCIATION OF NURSE ANESTHETISTS: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (EIN 36-2113743)
Tax period
2011-09-01 to 2012-08-31
Filed
2013-05-23
IRS object ID
201331489349300413
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-23T20:00:04-05:00Timestamp
Tax Period End Date2012-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CROWE HORWATH LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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Address Line170 West Madison StreetAddressLine1
Address Line2Suite 700AddressLine2
CityChicagoCity
StateILState
ZIP Code606024903ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN362113743EIN

Name Name

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Business Name Line1AMERICAN ASSOCIATION OF NURSE ANESTHETISTSBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlAMERNameControl
Phone8476927050Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 S Prospect AveAddressLine1
CityPark RidgeCity
StateILState
ZIP Code60068ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWANDA O WILSONName
TitleEXECUTIVE DIRECTORTitle
Date Signed2013-05-23DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJohn WoodhullName
PTINP01305268PTIN
Phone3128997000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

Name Of Principal Officer Business NameOfPrincipalOfficerBusiness

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Business Name Line1WANDA O WILSONBusinessNameLine1

Address Principal Officer US AddressPrincipalOfficerUS

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Address Line1222 S Prospect AveAddressLine1
CityPark RidgeCity
StateILState
ZIP Code60068ZIPCode
FieldValueIRS element (for citing)
Gross Receipts33314638GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.AANA.COMWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1948YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionTO ADVANCE PATIENT SAFETY AND EXCELLENCE IN ANESTHESIA, PROMOTE THE PROFESSION OF NURSE ANESTHESIA, AND SUPPORT ITS MEMBERS THROUGH ADVOCACY, EDUCATION AND PROFESSIONAL PRACTICE.ActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees171TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI1554741TotalGrossUBI
Net Unrelated Business Txbl Income220885NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year19350127ProgramServiceRevenuePriorYear
Program Service Revenue CY20358556ProgramServiceRevenueCY
Investment Income Prior Year3667501InvestmentIncomePriorYear
Investment Income Current Year2544002InvestmentIncomeCurrentYear
Other Revenue Prior Year1952445OtherRevenuePriorYear
Other Revenue Current Year1745968OtherRevenueCurrentYear
Total Revenue Prior Year24970073TotalRevenuePriorYear
Total Revenue Current Year24648526TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2031129GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1323386GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year9755070SalariesEtcPriorYear
Salaries Etc Current Year9469211SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year10651601OtherExpensePriorYear
Other Expenses Current Year10925751OtherExpensesCurrentYear
Total Expenses Prior Year22437800TotalExpensesPriorYear
Total Expenses Current Year21718348TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2532273RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2930178RevenuesLessExpensesCY
Total Assets BOY36356856TotalAssetsBOY
Total Assets EOY38599229TotalAssetsEOY
Total Liabilities BOY18853465TotalLiabilitiesBOY
Total Liabilities EOY16481064TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY17503391NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY22118165NetAssetsOrFundBalancesEOY
Mission DescriptionTO ADVANCE PATIENT SAFETY AND EXCELLENCE IN ANESTHESIA, PROMOTE THE PROFESSION OF NURSE ANESTHESIA, AND SUPPORT ITS MEMBERS THROUGH ADVOCACY, EDUCATION AND PROFESSIONAL PRACTICE.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
DescriptionADVOCACY: THE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (AANA), WHICH REPRESENTS MORE THAN 40,000 CERTIFIED REGISTERED NURSE ANESTHETISTS (CRNA'S) AND STUDENT NURSE ANESTHETISTS NATIONWIDE, ADVOCATES FOR CHANGES TO THE NATION'S HEALTHCARE SYSTEM WHICH INCREASE ANESTHESIA PATIENT SAFETY AND AFFORDABILITY OF ANESTHESIA SERVICES, MAXIMIZE PATIENT ACCESS TO CARE, SUPPORT PATIENTS' RIGHTS TO RECEIVE CARE FROM THE PROVIDERS OF THEIR CHOICE, AND ENSURE NURSE ANESTHESIA EDUCATIONAL OPPORTUNITIES. THE NURSE ANESTHESIA PROFESSION ALSO SUPPORTS PUBLIC AND INSTITUTIONAL POLICY WHICH ENABLES MAXIMUM UTILIZATION OF CRNA'S AND THEIR ABILITY TO WORK WITHIN THEIR FULL AND LEGAL SCOPE OF PRACTICE. THEIR RECORD OF PATIENT SAFETY IS EXCELLENT. ACCORDING TO A 1999 REPORT FROM THE INSTITUTE OF MEDICINE, ANESTHESIA CARE IS NEARLY 50 TIMES SAFER TODAY THAN IT WAS IN THE 1980'S. NUMEROUS OUTCOME STUDIES HAVE DEMONSTRATED THAT THERE IS NO DIFFERENCE IN THE QUALITY OF CARE PROVIDED BY CRNA'S AND THEIR PHYSICIAN ANESTHESIOLOGIST COUNTERPARTS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionEDUCATION/PROFESSIONAL DEVELOPMENT: THE NURSE ANESTHESIA SPECIALTY REQUIRES THE DEVELOPMENT OF EXPERT CLINICAL JUDGMENT SKILLS AND CRITICAL THINKING CAPABILITIES THAT PREPARE THE NURSE ANESTHETIST TO SAFELY ENGAGE IN THE FULL SCOPE OF ANESTHESIA PRACTICE AS DEFINED BY THE PROFESSION. THE EDUCATIONAL PREPARATION OF CERTIFIED REGISTERED NURSE ANESTHETISTS (CRNA'S) IS CONDUCTED IN MORE THAN 100 ACCREDITED GRADUATE-LEVEL PROGRAMS THROUGHOUT THE UNITED STATES AND PUERTO RICO. GRADUATES OF ACCREDITED NURSE ANESTHESIA EDUCATIONAL PROGRAMS MUST PASS THE RIGOROUS NATIONAL CERTIFICATION EXAMINATION FOR NURSE ANESTHETISTS IN ORDER TO BECOME QUALIFIED TO PRACTICE AS A CRNA. RECERTIFICATION, WHICH INCLUDES REQUIREMENTS FOR ANESTHESIA PRACTICE AS WELL AS CONTINUING EDUCATION, MUST BE SUCCESSFULLY ACCOMPLISHED EVERY TWO YEARS IN ORDER TO CONTINUE TO PRACTICE AS A CRNA. THE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (AANA), AS WELL AS EXTERNAL ORGANIZATIONS, PROVIDES BOTH IN-PERSON AND ONLINE CONTINUING EDUCATION OPPORTUNITIES FOR CRNA'S.THE EDUCATION OF NURSE ANESTHETISTS HAS BEEN A PRIORITY OF THE AANA SINCE IT WAS ESTABLISHED IN 1931. THE CERTIFICATION EXAMINATION WAS FIRST ADMINISTERED IN 1945, AND MANDATORY CONTINUING EDUCATION BECAME EFFECTIVE IN 1978. IN 1986, A BACHELOR'S DEGREE IN NURSING OR A RELATED DEGREE WAS REQUIRED FOR ADMISSION TO NURSE ANESTHESIA PROGRAMS, AND BY 1998 ALL PROGRAMS WERE REQUIRED TO BE AT THE GRADUATE LEVEL, AWARDING AT LEAST A MASTER'S DEGREE. IN 2007, THE AANA ADOPTED A POSITION STATEMENT SUPPORTING DOCTORAL EDUCATION FOR ENTRY INTO PRACTICE BY 2025.THE EDUCATIONAL COST TO PREPARE CRNA'S IS SIGNIFICANTLY LESS THAN THE COST TO PREPARE PHYSICIAN ANESTHESIOLOGISTS. BECOMING A CRNA USUALLY TAKES A MINIMUM OF SEVEN TO EIGHT YEARS (INCLUDING A YEAR OF ACUTE CARE NURSING EXPERIENCE); BECOMING AN ANESTHESIOLOGIST USUALLY TAKES 12 YEARS. RESEARCH HAS SHOWN THAT APPROXIMATELY 10 CRNA'S CAN BE EDUCATED FOR THE COST OF ONE ANESTHESIOLOGIST. ADDITIONALLY, CRNA'S ENTER THE WORKFORCE AND START PROVIDING PATIENT CARE FOUR YEARS SOONER THAN ANESTHESIOLOGISTS, ANOTHER BENEFIT TO THE OVERALL HEALTHCARE SYSTEM.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionSCOPE OF PRACTICE: NURSE ANESTHETISTS HAVE A DOCUMENTED HISTORY OF PROVIDING SAFE, HIGH-QUALITY ANESTHESIA CARE. TODAY, NEARLY 150 YEARS AFTER THE PROFESSION'S HUMBLE YET HEROIC BEGINNINGS ON THE BATTLEFIELDS OF THE CIVIL WAR, CERTIFIED REGISTERED NURSE ANESTHETISTS (CRNA'S) ARE THE HANDS-ON PROVIDERS OF MORE THAN 32 MILLION ANESTHETICS GIVEN TO PATIENTS EACH YEAR IN THE UNITED STATES. THE LONGEVITY AND GROWTH OF THE SPECIALTY CAN BE ATTRIBUTED DIRECTLY TO NURSE ANESTHETISTS' COMMITMENT TO EXCELLENCE AND PATIENT SAFETY, THEIR WILLINGNESS TO PROVIDE SERVICES WHEN AND WHERE NEEDED, AND THE PROVISION OF THOSE SERVICES AT REASONABLE COST. THEY ARE QUALIFIED TO MAKE INDEPENDENT JUDGMENTS 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 VIRGIN ISLANDS. WITH ITS STATED MISSION OF "ADVANCING PATIENT SAFETY AND EXCELLENCE IN ANESTHESIA," THE AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (AANA) HAS BEEN COMMITTED TO IMPROVING THE QUALITY OF ANESTHESIA CARE PROVIDED BY NURSE ANESTHETISTS SINCE IT WAS ESTABLISHED IN 1931. TO THAT END, THE AANA HAS DEVELOPED STANDARDS FOR PRE-, PERI-, AND POST-ANESTHESIA CARE, AS WELL AS GUIDELINES FOR OBSTETRICAL ANALGESIA AND ANESTHESIA, WASTE GAS MANAGEMENT, AND INFECTION CONTROL THAT ARE ACKNOWLEDGED BY NURSING, MEDICAL, AND ALLIED HEALTH SPECIALTY GROUPS. ADDITIONALLY, THE AANA FOSTERS CRNA PARTICIPATION IN AND SUPPORT FOR CONTINUING EDUCATION PROGRAMS, PATIENT SAFETY RESEARCH, PATIENT SATISFACTION SURVEYS, THE ADVANCEMENT OF ANESTHESIA TECHNIQUES AND TECHNOLOGY, AND THE DEVELOPMENT OF PRACTICE STANDARDS AND GUIDELINES. NUMEROUS STUDIES HAVE SHOWN THAT ANESTHESIA CARE PROVIDED BY CRNA'S AND PHYSICIAN ANESTHESIOLOGISTS, WHETHER WORKING INDEPENDENTLY OR TOGETHER, HAS NEVER BEEN SAFER. ACCORDING TO THE 1999 INSTITUTE OF MEDICINE REPORT "TO ERR IS HUMAN: BUILDING A SAFER HEALTH SYSTEM," ANESTHESIA IS NEARLY 50 TIMES SAFER THAN IT WAS IN THE 1980'S. CONTRIBUTING FACTORS INCLUDE ADVANCES IN ANESTHETIC DRUGS, MONITORING TECHNOLOGY, PRACTICE STANDARDS AND TECHNIQUES, AND THE PREPARATION AND CONTINUING EDUCATION OF CRNA'S AND ANESTHESIOLOGISTS. 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 SURGICAL SUITES AND OBSTETRICAL DELIVERY ROOMS; CRITICAL ACCESS HOSPITALS; AMBULATORY SURGICAL CENTERS; THE OFFICES OF DENTISTS, PODIATRISTS, OPHTHALMOLOGISTS, PLASTIC SURGEONS, AND PAIN MANAGEMENT SPECIALISTS; AND U.S. MILITARY, PUBLIC HEALTH SERVICES, AND DEPARTMENT OF VETERANS AFFAIRS HEALTHCARE FACILITIES. WHEN ANESTHESIA IS ADMINISTERED BY A NURSE ANESTHETIST, IT IS RECOGNIZED AS THE PRACTICE OF NURSING; WHEN ADMINISTERED BY AN ANESTHESIOLOGIST, IT IS RECOGNIZED AS THE PRACTICE OF MEDICINE. REGARDLESS OF WHETHER THEIR EDUCATIONAL BACKGROUND IS IN NURSING OR MEDICINE, ALL ANESTHESIA PROFESSIONALS GIVE ANESTHESIA THE SAME WAY.Description
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Credit CounselingfalseCreditCounseling
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Number Forms Transmitted With109684NumberFormsTransmittedWith1096
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Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
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Upon RequestXUponRequest

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Business Name Line1Kenneth HoffmanBusinessNameLine1
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Telephone Number8476551120TelephoneNumber

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Address Line1222 S PROSPECT AVENUEAddressLine1
CityPARK RIDGECity
StateILState
ZIP Code60068ZIPCode
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Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
DEBRA MALINA
PRESIDENT35.00XX12350000
DENNIS BLESS
TREASURER1.00XX725000
JANICE IZLAR
PRESIDENT-ELECT1.00XX1832500
TODD HERZOG
VICE-PRESIDENT1.00XX000
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DIRECTOR1.00X000
HENRY TALLEY
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JOHN HANLON
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JOHN MCFADDEN
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LYNN REEDE
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SHARON PEARCE
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STEVEN SERTICH
DIRECTOR1.00X000
WANDA WILSON
EXECUTIVE DIRECTOR40.00X313055014593
CHRISTINE ZAMBRICKI
SENIOR DIRECTOR, FEDERAL AFFAIRS STRATEGIES35.0027798705722X
FRANK PURCELL
SENIOR DIRECTOR, FGA35.00192104033765X
JOHN PRESTON
SENIOR DIRECTOR35.00191141030479X
LISA THIEMANN
SENIOR DIRECTOR40.00183883033874X
LORRAINE JORDAN
EXECUTIVE DIRECTOR - FOUNDATION35.00180606032551X
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ENVISION GRAPHICS
225 MADSEN DRIVEBLOOMINGDALEIL60018GRAPHIC DESIGN419825
NEAL GERBER & EISENBERG
28987 NETWORK PLACECHICAGOIL60673LEGAL SERVICES242573
GLOVER PARK GROUP
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CROWE HORWATH LLP
PO BOX 7SOUTH BENDIN46624AUDIT AND TAX SERVICES241508
720 STRATEGIES LLC
1111 19TH STREET NW SUITE 1180WASHINGTONDC20036CONSULTING SERVICES200948
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Total Contributions0TotalContributions

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LABEL SALES541870156474156474
SERVICE FEES90009915494901549490
MEMBERSHIP DUES9000991484506514845065
WORKSHOP & CONFERENCE FEES90009924972242497224

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Exclusion$681,100ExclusionAmount

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Exclusion$168,410ExclusionAmount

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Exclusion$166,091ExclusionAmount

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Exclusion$3,565,315ExclusionAmount

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Benefits To Members BenefitsToMembers

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Payroll Taxes PayrollTaxes

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Fees For Services Legal FeesForServicesLegal

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Fees For Services Accounting FeesForServicesAccounting

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Total0Total

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Advertising Advertising

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Total132623Total

Office Expenses OfficeExpenses

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Total1570821Total

Information Technology InformationTechnology

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Total1420238Total

Occupancy Occupancy

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Conferences Meetings ConferencesMeetings

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Interest Interest

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Depreciation Depletion DepreciationDepletion

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Insurance Insurance

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Total101920Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
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BOARD & COMMITTEE EXPENSE702507
SPEAKER EXPENSE223806
INCOME TAX EXPENSE122690

All Other Expenses AllOtherExpenses

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Total Functional Expenses TotalFunctionalExpenses

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Total21718348Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

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EOY1016676EOY

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EOY15088685EOY

Accounts Receivable AccountsReceivable

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BOY594651BOY
EOY565943EOY

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BOY166507BOY
EOY155748EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

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BOY256106BOY
EOY239940EOY
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Land Bldg Equipment Accum Deprec7452840LandBldgEquipmentAccumDeprec

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EOY7623849EOY

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EOY0EOY

Investments Program Related InvestmentsProgramRelated

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BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3974720BOY
EOY2181530EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY36356856BOY
EOY38599229EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY4729976BOY
EOY5048822EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY7606204BOY
EOY7766504EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY6517285BOY
EOY3665738EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY18853465BOY
EOY16481064EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY17503391BOY
EOY22118165EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY17503391BOY
EOY22118165EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY36356856BOY
EOY38599229EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses2930178ReconcilationRevenueExpenses
Reconcilation Other Changes1684596ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondeductfalseSubstantiallyAllDuesNondeduct
Only In House LobbyingfalseOnlyInHouseLobbying
Agree To Carryover Prior YeartrueAgreeToCarryoverPriorYear
Dues Assessments14845065DuesAssessments
Non Ded Lobby Political Current1010020NonDedLobbyPoliticalCurrent
Non Ded Lobby Political Carryover615045NonDedLobbyPoliticalCarryover
Non Ded Lobby Political Total1625065NonDedLobbyPoliticalTotal
Aggr Amt Reported In Dues Notices1403640AggrAmtReportedInDuesNotices
Amount To Be Carried Over221425AmountToBeCarriedOver
Taxable$0TaxableAmount

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1575000OtherCostOrOtherBasis
Book Value1575000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis4008514OtherCostOrOtherBasis
Depreciation1474708Depreciation
Book Value2533806BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis3413602OtherCostOrOtherBasis
Depreciation1881249Depreciation
Book Value1532353BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis6079573OtherCostOrOtherBasis
Depreciation4096883Depreciation
Book Value1982690BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings7623849TotalOfBookValueLandBuildings

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionDUE FROM AFFILIATESDescription
Book Value2181530BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets2181530TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DUES PAYABLE TO STATE ASSOCIATIONS$3,656,845
DUE TO AFFILIATES$8,893
FieldValueIRS element (for citing)
Total Of Amounts3665738TotalOfAmounts
Total Revenue24648526TotalRevenue
Total Expenses21718348TotalExpenses
Excess Or Deficit For Year2930178ExcessOrDeficitForYear
Net Unrealized GL On Investments119607NetUnrealizedGLOnInvestments
Other-$1,861,594OtherAmount
Total Adjustments-1741987TotalAdjustments
Excess Or Deficit Per FS1188191ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt25672131TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments119607NetUnrealizedGainsInvestments
Other Revenues903998OtherRevenues
Revenue Not Rptd F9901023605RevenueNotRptdF990
Revenue Subtotal24648526RevenueSubtotal
Other Revenues Not Included0OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99024648526TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt22375545TotExpensesEtcAuditedFinclStmt
Other Expenses Included657197OtherExpensesIncluded
Expenses Not Rptd F990657197ExpensesNotRptdF990
Expenses Subtotal21718348ExpensesSubtotal
Other Expenses Not Included0OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99021718348TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
FIN 48 (ASC 740) footnoteSchedule D, Part X, Line 2AANA IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. AANA HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT AANA HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. AANA RECOGNIZES THE AMOUNT OF TAXES PAYABLE OR REFUNDABLE FOR THE CURRENT YEAR, AND DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES OF TRANSACTIONS THAT HAVE BEEN RECOGNIZED IN AMS' FINANCIAL STATEMENTS OR TAX RETURNS. A VALUATION ALLOWANCE IS PROVIDED WHEN IT IS MORE LIKELY THAN NOT THAT SOME PORTION OR ALL OF A DEFERRED TAX ASSET WILL NOT BE REALIZED. AANA 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. AANA RECOGNIZES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. THE ORGANIZATION RECOGNIZED AND ACCRUED NO AMOUNTS FOR INTEREST AND PENALTIES AS OF AUGUST 31, 2012 OR AUGUST 31, 2011, AND FOR THE YEARS THEN ENDED. IN ASSESSING THE REALIZABILITY OF DEFERRED TAX ASSETS, MANAGEMENT OF AANA CONSIDERS WHETHER IT IS MORE LIKELY THAN NOT THAT SOME PORTION, OR ALL, OF THE DEFERRED TAX ASSETS WILL NOT BE REALIZED. THE ULTIMATE REALIZATION OF DEFERRED TAX ASSETS IS DEPENDENT UPON THE GENERATION OF FUTURE TAXABLE INCOME DURING THE PERIODS IN WHICH TEMPORARY DIFFERENCES BECOME DEDUCTIBLE. BASED UPON THE PROJECTIONS FOR FUTURE TAXABLE INCOME OVER THE PERIODS IN WHICH TEMPORARY DIFFERENCES ARE AVAILABLE TO REDUCE INCOME TAXES PAYABLE, AANA HAS NOT RECORDED A VALUATION ALLOWANCE AGAINST ITS NET DEFERRED TAX ASSETS SINCE MANAGEMENT OF AANA BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT THESE ASSETS WILL BE REALIZED.
Other changes in net assetsSchedule D, Part XI, Line 8CHANGE IN PENSION OBLIGATIONS - 1318188; MEMBER CONTRIBUTIONS TO PAC - 758546; PAC EVENT REVENUE - 95955; PAC GRANTS - CANDIDATES - -607700; TRANSFER OF PUBLISHING DIVISION - -3426583;
Other revenues in audited financial statements not in form 990Schedule D, Part XII, Line 2dCOST OF GOODS SOLD - 49497; CONTRIBUTIONS REPORTED ON PAC - 758546; PAC EVENT REVENUE - 95955;
Other expenses in audited financial statements not in form 990Schedule D, Part XIII, Line 2dCOST OF GOODS SOLD - 49497; PAC GRANTS - CANDIDATES - 607700;

Schedule F IRS990ScheduleF

Grants To Orgs Outside US GrantsToOrgsOutsideUS

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegion
Purpose Of GrantGENERAL SUPPORTPurposeOfGrant
Amount Of Cash Grant13025AmountOfCashGrant
Manner Of Cash DisbursementCASHMannerOfCashDisbursement
Amount Of Non Cash Assistance0AmountOfNonCashAssistance
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs1TotalNumberOf501c3Orgs
Total Number Of Other Orgs0TotalNumberOfOtherOrgs
Transfer To Foreign CorpfalseTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierMethod used to account for grants on organization's financial statementsIdentifier
Return ReferenceSchedule F, Part II, Line 1ReturnReference
ExplanationCENTRAL AMERICA AND THE CARIBBEAN: ACCRUALExplanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (16 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrant
COUNCIL ON ACCREDITATION
222 S PROSPECT AVENUEPARK RIDGEIL60068271433694501C34053950N/AN/AGENERAL SUPPORT
AANA FOUNDATION
222 S PROSPECT AVENUEPARK RIDGEIL60068363145692501C32961790N/AN/AGENERAL SUPPORT
NEW JERSEY ANA
15000 COMMERCE PKWY STE CMOUNT LAURELNJ08054223404878501C62598730GENERAL SUPPORT
UTAH ANA
1154 N 3050 ELAYTONUT84040870452961501C6260500GENERAL SUPPORT
VERMONT ANA
8 PINE BROOK LN APT D6NORTH SPRINGFIELDVT05150521374459501C6415380GENERAL SUPPORT
ALASKA ANA
PO BOX 232584ANCHORAGEAK99523710962538501C6352600GENERAL SUPPORT
NEVADA ANA
PO BOX 96685LAS VEGASNV89193880190695501C6334000GENERAL SUPPORT
DISTRICT OF COLUMBIA ANA
41 TWOMBLY RDMONROEME04951521033380501C6277500GENERAL SUPPORT
HAWAII ANA
98-1277 KAAHUMANU ST PP218AIEAHI96701205131527501C6292150GENERAL SUPPORT
MONTANA ANA
PO BOX 496HAVREMT59501810472451501C6277950GENERAL SUPPORT
NEW MEXICO ANA
PO BOX 92885ALBUQUERQUENM87199510225221501C6180550GENERAL SUPPORT
RHODE ISLAND ANA
1 WORTHINGTON RDCRANSTONRI02920061473247501C6217750GENERAL SUPPORT
DELEWARE ANA
446 VALLEY BROOK DRHOCKESSINDE19707510333263501C6141030GENERAL SUPPORT
NEW HAMPSHIRE ANA
16 TOWHEE DRHUDSONNH14800020334415501C6115450GENERAL SUPPORT
WYOMING ANA
PO BOX 231DIAMONDVILLEWY83116263022118501C6100000GENERAL SUPPORT
IOWA ANA
4312 PINTAIL DRMARIONIA52302421100697501C6402590GENERAL SUPPORT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations14TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedures for monitoring use of grant fundsIdentifier
Return ReferenceSchedule I, Part I, Line 2ReturnReference
ExplanationTHE ONLY GRANTS PROVIDED TO OTHER ORGANIZATIONS THIS YEAR WERE TO RELATED TAX-EXEMPT ORGANIZATIONS, OTHER LOCAL STATE ASSOCIATIONS, THE COUNCIL ON ACCREDITATION AND THE FOUNDATION. THE DIRECTOR OF FINANCE ENSURES THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE BY MANAGING THE ACCOUNTING RECORDS FOR BOTH ORGANIZATIONS.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JOHN PRESTON
1907810003600156200148590221620000
FRANK PURCELL
1917440003600106110231540225869000
LORRAINE JORDAN
17957400010320158920166590213157000
WANDA WILSON
311471000158405001095920327648000
LISA THIEMANN
1836430002400107010231730217757000
CHRISTINE ZAMBRICKI
27715400083303067026550283709000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Classes of members or stockholdersForm 990, Part VI, Section A, Line 6THE ORGANIZATION IS MADE UP OF DUES PAYING MEMBERS.
Members or stockholders electing members of governing bodyForm 990, Part VI, Section A, Line 7aIN ALL ELECTIONS FOR THE BOARD OF DIRECTORS, EACH MEMBER IS ENTITLED TO VOTE FOR ONE CANDIDATE FOR EACH OFFICE TO BE FILLED.
Decisions requiring approval by members or stockholdersForm 990, Part VI, Section A, Line 7bSEE RESPONSE TO PART VI, LINE 7A.
Review of form 990 by governing bodyForm 990, Part VI, Section B, Line 11bINITIAL REVIEW OF THE FORM 990 IS PERFORMED BY MANAGEMENT. THE RETURN IS THEN REVIEWED BY ALL MEMBERS OF THE BOARD PRIOR TO FILING THE RETURN WITH THE IRS. ALL MEMBERS RECEIVE A FINAL COPY OF THE RETURN FILED WITH THE IRS.
Conflict of interest policyForm 990, Part VI, Section B, Line 12cALL 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 DIRECTOR OF FINANCE 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 officialForm 990, Part VI, Section B, Line 15aA RANGE OF COMPENSATION DATA FROM OTHER SIMILAR ORGANIZATION'S FORM 990 RETURNS IS PROVIDED TO THE INDEPENDENT BOARD OF DIRECTORS TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION. A WRITTEN CONTRACT IS THEN REVIEWED AND APPROVED BY THE BOARD. THIS APPROVAL IS DOCUMENTED IN THE BOARD MINUTES. THE LAST REVIEW WAS UNDERTAKEN IN _____________________ (NEED DATE).
PROCESS USED TO DETERMINE COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES, ETCFORM 990, PART VI, LINE 15BTHERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION THEREFORE THIS QUESTION HAS BEEN INTENTIONALLY ANSWERED NO.
Governing documents, conflict of interest policy and financial statements available to the publicForm 990, Part VI, Section C, Line 19VARIOUS PUBLIC AND PRIVATE ENTITIES MAY REQUIRE THE FILING OF SUCH DOCUMENTS AS PART OF A REGULATORY OR CONTRACTUAL COMMITMENT, AND AS A RESULT OF SUCH OBLIGATIONS, CERTAIN OF THESE MATERIALS MAY, IN FACT, BE AVAILABLE TO THE PUBLIC. OUTSIDE SUCH DISCLOSURES, THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT ROUTINELY MADE AVAILABLE BY THE ORGANIZATION TO THE PUBLIC. NOTABLY, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED TO BE DISCLOSED TO THE PUBLIC PURSUANT TO IRC SECTION 6104.
COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, ETCFORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B)VARIOUS INDIVIDUALS NOTED IN PART VII DEVOTE APPROXIMATELY 1HR PER WEEK TO THE BOARD OF DIRECTORS OF AMERICAN ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION.
Other changes in net assets or fund balancesForm 990, Part XI, Line 5NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 119607; CHANGE IN PENSION OBLIGATIONS - 1318188; MEMBER CONTRIBUTIONS TO PAC - 758546; PAC EVENT REVENUE - 95955; PAC GRANTS - CANDIDATES - -607700;

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1AANA FOUNDATION INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1222 S PROSPECT AVEAddressLine1
CityPARK RIDGECity
StateILState
ZIP Code60068ZIPCode
FieldValueIRS element (for citing)
EIN363145692EIN
Primary ActivitiesFUNDRAISINGPrimaryActivities
Legal Domicile StateILLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status7PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AANA FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrgfalseControlledOrg

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1AANA MANAGEMENT SERVICES INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1222 S PROSPECT AVEAddressLine1
CityPARK RIDGECity
StateILState
ZIP Code60068ZIPCode
FieldValueIRS element (for citing)
EIN363896648EIN
Primary ActivityINSURANCE BROKERPrimaryActivity
Legal Domicile StateILLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AANABusinessNameLine1
FieldValueIRS element (for citing)
Type Of EntityC CORPORATIONTypeOfEntity
Share Of Total Income5189546ShareOfTotalIncome
Share Of EOY Assets6998412ShareOfEOYAssets
Percentage Ownership1PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiestrueReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgtrueLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgtrueLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1AAMSBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeATransactionType
Amount Involved533755AmountInvolved
Method Of Amt DeterminationFMVMethodOfAmtDetermination

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