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← AMERICAN ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION

Form 990 for tax year 2023

Filed by AMERICAN ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION.

Totals

Total revenue
$2,349,810
Total expenses
$2,285,957
Contributions and grants received
$2,307,359
Grants paid
$1,071,874
Program service revenue
$7,405
Investment income
$35,016
Other revenue
$30
Total assets, end of year
$15,229,569
Total liabilities, end of year
$478,970
Net assets or fund balances, end of year
$14,750,599
Program services expenses (Part IX)
$1,730,063
Management and general expenses
$171,885
Fundraising expenses
$384,009
Program service expenses (Part III)
$1,730,063

Program services were 75.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $43,480

  • 1d · Related organizations

    $630,000

  • 1f · All other contributions, gifts and grants

    $1,633,879

  • 2a · Program service revenue: REGISTRATION FEES

    total $3,900 · related or exempt $3,900

  • 2b · Program service revenue: APPLICATION FEES

    total $3,505 · related or exempt $3,505

  • 7a · Gross sales of assets other than inventory

    securities $2,020,631

  • 7b · Less cost or other basis and sales expenses

    securities $1,985,615

  • 7c · Gain or loss

    securities $35,016

  • 7d · Net gain or loss

    total $35,016 · excluded $35,016

  • 8a · Fundraising events: gross income

    $55,079

  • 8a · Fundraising events: contributions included on line 1c

    $43,480

  • 8b · Fundraising events: direct expenses

    $55,079

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $30 · excluded $30

  • 11e · Other revenue, total

    $30

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,071,874 · program services $1,071,874

  • 5 · Compensation of officers, directors and key employees

    total $526,147 · program services $302,084 · management and general $40,186 · fundraising $183,877

  • 10 · Payroll taxes

    total $32,372 · program services $18,614 · management and general $2,428 · fundraising $11,330

  • 11b · Fees: legal

    total $10,420 · management and general $10,420

  • 11c · Fees: accounting

    total $4,650 · management and general $4,650

  • 11f · Fees: investment management

    total $47,603 · management and general $47,603

  • 11g · Fees: other

    total $126,463 · program services $102,149 · management and general $2,291 · fundraising $22,023

  • 12 · Advertising and promotion

    total $16,127 · fundraising $16,127

  • 13 · Office expenses

    total $44,509 · program services $21,110 · management and general $370 · fundraising $23,029

  • 14 · Information technology

    total $28,594 · management and general $28,594

  • 16 · Occupancy

    total $1,500 · program services $900 · fundraising $600

  • 17 · Travel

    total $149,697 · program services $93,657 · fundraising $56,040

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $200,209 · program services $115,120 · management and general $15,016 · fundraising $70,073

  • 24b · Other expenses: BANK FEES

    total $18,565 · management and general $18,565

  • 24c · Other expenses: SPECIAL EVENTS

    total $2,902 · program services $1,992 · fundraising $910

  • 24d · Other expenses: BAD DEBT

    total $2,251 · program services $2,251

  • 24e · All other expenses

    total $2,074 · program services $312 · management and general $1,762

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $816,362 · end of year $433,900

  • 2 · Savings and temporary cash investments

    beginning of year $153,315 · end of year $1,945

  • 3 · Pledges and grants receivable

    beginning of year $15,218 · end of year $13,314

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,429 · end of year $2,915

  • 11 · Investments: publicly traded securities

    beginning of year $11,536,103 · end of year $14,666,309

  • 15 · Other assets

    beginning of year $133,473 · end of year $111,186

  • 17 · Accounts payable and accrued expenses

    beginning of year $193,703 · end of year $189,971

  • 19 · Deferred revenue

    beginning of year $22,222 · end of year $22,222

  • 25 · Other liabilities

    beginning of year $109,888 · end of year $266,777

  • 27 · Net assets without donor restrictions

    beginning of year $7,044,997 · end of year $7,802,434

  • 28 · Net assets with donor restrictions

    beginning of year $5,286,090 · end of year $6,948,165

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

ADVANCING THE SCIENCE OF ANESTHESIA THROUGH EDUCATION AND RESEARCH.

  • THE AANA FOUNDATION FUNDS INDIVIDUAL GRANTS, HEALTH POLICY GRANTS AND FELLOWSHIPS. DURING THE REPORTING PERIOD, THE AANA FOUNDATION AWARDED TWO HEALTH POLICY PROJECTS, ONE INDIVIDUAL GRANT, TWO RESIDENT GRANTS, ONE CRNA SCHOLAR AND 78 POSTER PRESENTATIONS.

    Expenses $1,439,063 · Grants $780,874 · Revenue $7,405

  • THE AANA FOUNDATION FUNDS RESIDENT SCHOLARSHIPS. THE AANA FOUNDATION AWARDED 100 RESIDENT SCHOLARSHIPS AND THREE RESIDENT EMERGENCY EDUCATIONAL SCHOLARSHIPS.

    Expenses $291,000 · Grants $291,000

As filed on the 2023 return.

Listed in Part VII

  • Bill Bruce

    TRUSTEE FOUNDATION (CEO AANA)

    Total calculated
    $505,182
    From this org
    $0
    From related orgs
    $455,364
    Other
    $49,818
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,226 related
    Bonus
    $0 + $59,138 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $49,818 related
    Filer's total
    $0 + $505,182 related

  • Majorie Everson

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Lori Schirle

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    2

  • Michael Anderson

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Shayne Hauglum

    RESEARCH CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Oluwatoyin Orunja

    FUNDRAISING CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Bryan Wilbanks

    SCHOLARLY ACTIVITIES CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Leslie Jeter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Yana Krmic

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Stanley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Janet Setnor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shaneisha McMillan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Greco

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lorraine Jordan

    CEO

    Total calculated
    $386,922
    From this org
    $343,209
    From related orgs
    $0
    Other
    $43,713
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $293,973
    Bonus
    $49,236
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $43,713
    Filer's total
    $386,922

  • Nathanael Carmichael

    EXECUTIVE DIRECTOR

    Total calculated
    $141,785
    From this org
    $127,129
    From related orgs
    $0
    Other
    $14,656
    Hours/week
    40

  • David Anderson

    AANA CFO

    Total calculated
    $407,224
    From this org
    $0
    From related orgs
    $370,549
    Other
    $36,675
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,879 related
    Bonus
    $0 + $59,670 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $36,675 related
    Filer's total
    $0 + $407,224 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • AANA MANAGEMENT SERVICES INC

    C · INSURANCE BROKER · IL · share of income $2,918,459 · share of assets $19,237,912

    Directly controlled by AANA

Provenance

Return type
form_990
Tax year
2023
Filed
16 June 2025
IRS schema version
2023v6.0
Source object
202541689349300139

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