Form 990 for tax year 2022
Filed by AONL FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION.
Totals
- Total revenue
- $445,721
- Total expenses
- $456,384
- Contributions and grants received
- $281,773
- Grants paid
- $66,108
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $306,068
- Management and general expenses
- $145,586
- Fundraising expenses
- $4,730
- Program service expenses (Part III)
- $306,068
Program services were 67.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
CHARLES (CHARLEY) LARSEN
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LARISSA AFRICA
INTERIM TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
ROBERTA O BEGLEY
PRESIDENT / SECRETARY
- Total calculated
- $799,844
- From this org
- $0
- From related orgs
- $753,110
- Other
- $46,734
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $506,034 related
- Bonus
- $0 + $98,395 related
- Other
- $0 + $148,681 related
- Deferred
- $0 + $18,300 related
- Nontaxable benefits
- $0 + $28,434 related
- Filer's total
- $0 + $799,844 related
-
SUSAN REES
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Christina J Dempsey
Board Member
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Dana Bjarnason
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey M Adams
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
LISBETH VOTRUBA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
M Lindell Joseph
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Patricia Mook
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rhonda Anderson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Danielle M Ward
Director
- Total calculated
- $164,745
- From this org
- $116,000
- From related orgs
- $0
- Other
- $48,745
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $108,581
- Bonus
- $5,757
- Other
- $1,662
- Deferred
- $7,510
- Nontaxable benefits
- $41,235
- Filer's total
- $164,745
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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- The AONL Foundation President is an executive of the American Hospital Association (AHA) and reports to the AHA COO EVP. The AHA COO EVP participates in setting goals for performance of the AONL Foundation President and in measuring performance against these goals. The AHA Executive Compensation Committee (Committee) is composed of the members of the Executive Committee of the AHA Board of Trustees excluding the AHA President. The Committee does not include any individual whose compensation it reviews. The Committee engages an independent compensation consultant to produce annual comparable salary data for the AHA executive serving as the AONL Foundation President as appropriate, and makes recommendations for compensation adjustments, consistent with existing compensation agreements, policies and procedures. On an annual basis, the Committee evaluates the compensation of the AHA executive serving as the AONL Foundation President based on the annual market assessment completed by the independent compensation consultant. The AHA COO EVP evaluates the performance of the AHA executive serving as the AONL Foundation's President against annual performance goals and determines any earned performance-based reward. The final compensation package of the AHA executive serving as the AONL Foundation's President is documented in a written employment agreement.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- DURING THE 2022 CALENDAR YEAR, AMERICAN HOSPITAL ASSOCIATION, A RELATED TAX EXEMPT ENTITY, MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE FOLLOWING REPORTABLE INDIVIDUALS WERE ELIGIBLE TO PARTICIPATE IN THAT PLAN: - ROBERTA O. BEGLEY DURING 2022, THE FOLLOWING CONTRIBUTIONS WERE MADE BY AHA TO THE PLAN: - ROBERTA O. BEGLEY - $78,039 DURING 2022, THE FOLLOWING DISTRIBUTIONS WERE MADE BY AHA FROM THE PLAN: - ROBERTA O. BEGLEY - $78,039 ALL VESTED/PAID OUT AMOUNTS WERE TREATED AS TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III).
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
-
SUPPORT PAYMENT
-
$15,000
2023 AONL NURSE MANAGER FELLOWSHIP PROGRAM
-
SUPPORT PAYMENT
-
2022 AONL NURSE DIRECTOR FELLOWSHIP PROGRAM
-
$7,500
2022 AONL NURSE DIRECTOR FELLOWSHIP PROGRAM
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.
-
AMERICAN ORGANIZATION FOR NURSING LEADERSHIP
501(c)(6) · NURSE LEADERSHIP · IL
Directly controlled by AHA
-
HEALTH RESEARCH AND EDUCATIONAL TRUST
501(c)(3) · RESEARCH/EDUCATION · IL
Directly controlled by AHA
-
527 · FOR POLITICAL CAMPAIGNS · IL
Directly controlled by AHA
-
501(c)(6) · MEMBERSHIP ORGANIZATION · IL
Directly controlled by NA
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.
-
C Corporation · PUBLICATIONS · IL · share of income $0 · share of assets $0
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303199349315160
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