Form 990 for tax year 2022
Filed by AMERICAN ASSOCIATION OF NURSE ANESTHETISTS.
Totals
- Total revenue
- $30,460,581
- Total expenses
- $30,452,224
- Contributions and grants received
- $0
- Grants paid
- $2,831,722
- Program service revenue
- $27,472,243
- Investment income
- $1,024,395
- Other revenue
- $1,963,943
- Total assets, end of year
- $71,776,100
- Total liabilities, end of year
- $21,890,719
- Net assets or fund balances, end of year
- $49,885,381
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
2a · Program service revenue: MEMBERSHIP DUES
total $20,231,616 · related or exempt $20,231,616
-
2b · Program service revenue: WORKSHOP & CONFERENCE FEES
total $3,075,539 · related or exempt $3,075,539
-
2c · Program service revenue: CORPORATE SPONSORSHIPS
total $2,068,443 · related or exempt $2,068,443
-
2d · Program service revenue: ADVERTISING REVENUE
total $688,547 · unrelated business $688,547
-
2e · Program service revenue: ONLINE EDUCATION CENTER
total $628,562 · related or exempt $628,562
-
2f · All other program service revenue
total $779,536 · related or exempt $779,536
-
3 · Investment income
total $1,028,779 · excluded $1,028,779
-
5 · Royalties
total $532,762 · excluded $532,762
-
6a · Gross rents
real property $170,841
-
6b · Less rental expenses
real property $63,201
-
6c · Rental income or loss
real property $107,640
-
6d · Net rental income or loss
total $107,640 · unrelated business $82,623 · excluded $25,017
-
7a · Gross sales of assets other than inventory
securities $10,537,124
-
7b · Less cost or other basis and sales expenses
securities $10,541,508
-
7c · Gain or loss
securities -$4,384
-
7d · Net gain or loss
total -$4,384 · excluded -$4,384
-
11a · Other revenue: ADMINISTRATIVE FEES
total $1,298,991 · excluded $1,298,991
-
11b · Other revenue: SURVEY FEES
total $24,550 · related or exempt $24,550
-
11e · Other revenue, total
$1,323,541
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,831,722
-
5 · Compensation of officers, directors and key employees
total $1,849,574
-
7 · Other salaries and wages
total $9,530,524
-
8 · Pension plan contributions
total $761,375
-
9 · Other employee benefits
total $1,304,910
-
10 · Payroll taxes
total $798,635
-
11d · Fees: lobbying
total $958,712
-
11f · Fees: investment management
total $58,984
-
11g · Fees: other
total $3,556,203
-
12 · Advertising and promotion
total $343,957
-
13 · Office expenses
total $663,521
-
14 · Information technology
total $825,150
-
16 · Occupancy
total $733,691
-
17 · Travel
total $858,026
-
19 · Conferences, conventions and meetings
total $2,382,625
-
22 · Depreciation, depletion and amortization
total $377,137
-
23 · Insurance
total $319,065
-
24a · Other expenses: BANK/CREDIT CARD FEES
total $897,049
-
24b · Other expenses: OTHER
total $659,957
-
24c · Other expenses: EVENTS
total $565,057
-
24d · Other expenses: TELEPHONE
total $110,905
-
24e · All other expenses
total $65,445
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $23,248,136 · end of year $23,985,427
-
4 · Accounts receivable
beginning of year $1,008,269 · end of year $2,123,614
-
8 · Inventories for sale or use
end of year $21,718
-
9 · Prepaid expenses and deferred charges
beginning of year $1,521,288 · end of year $1,269,872
-
10a · Land, buildings and equipment: cost or other basis
$3,095,205
-
10b · Land, buildings and equipment: accumulated depreciation
$931,819
-
10c · Land, buildings and equipment, net
beginning of year $2,175,439 · end of year $2,163,386
-
11 · Investments: publicly traded securities
beginning of year $31,580,952 · end of year $35,131,848
-
15 · Other assets
beginning of year $2,173,972 · end of year $7,080,235
-
17 · Accounts payable and accrued expenses
beginning of year $4,408,246 · end of year $3,985,195
-
19 · Deferred revenue
beginning of year $5,505,660 · end of year $7,929,305
-
25 · Other liabilities
beginning of year $3,797,287 · end of year $9,976,219
-
27 · Net assets without donor restrictions
beginning of year $47,996,863 · end of year $48,060,976
-
28 · Net assets with donor restrictions
end of year $1,824,405
Mission and programs · 2022
Mission
AMERICAN ASSOCIATION OF NURSE ANESTHETISTS (AANA) ADVANCES PATIENT SAFETY AND OUR PROFESSION THROUGH EXCELLENCE IN PRACTICE AND SERVICE TO MEMBERS.
Activities or mission (Part I)
TO ADVANCE PATIENT SAFETY AND EXCELLENCE IN ANESTHESIA, PROMOTE THE PROFESSION OF NURSE.
-
ADVOCACY: AANA, WHICH REPRESENTS MORE THAN 54,000 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. NUMEROUS OUTCOME STUDIES HAVE DEMONSTRATED THAT THERE IS NO DIFFERENCE IN THE QUALITY OF CARE PROVIDED BY CRNA'S AND THEIR PHYSICIAN ANESTHESIOLOGIST COUNTERPARTS.
-
EDUCATIONAL/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 ANESTHESOA PRACTICE AS WELL AS CONTINUING EDUCATION, MUST BE SUCCESSFULLY ACCOMPLISHED EVERY TWO YEARS IN ORDER TO CONTINUE TO PRACTICE AS A CRNA. AANA, AS WELL AS EXTERNAL ORGANIZATIONS, PROVIDE BOTH IN-PERSON AND ONLINE CONTINUING EDUCATION OPPORTUNITIES FOR CRNA'S.
-
SCOPE 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 ANESTHETISTS 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 A 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, PRACTICE EXCELLENCE, AND ITS MEMBERS' PROFESSION," 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 ANESTHESIA CARE AND PAIN MANAGEMENT. ADDITIONALLY, THE AANA SUPPORTS CRNA PARTICIPATION IN CONTINUING EDUCATION PROGRAMS, PATIENT, QUALITY AND SAFETY RESEARCH, PATIENT SATISFACTION, ADVANCEMENT IN ANESTHESIA TECHNIQUES AND TECHNOLOGY, AND THE DEVELOPMENT OF ANESTHESIA PRACTICE STANDARDS AND GUIDELINES. WORKING IN COLLABORATION WITH SURGEIONS, PHYSICIANS 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, OPTHALMOLOGISTS, PLASTIC SURGEONS AND PAIN MANAGEMENT SPECIALISTS; U.S. MILITARY, PUBLIC HEALTH SERVICES, AND DEPARTMENT OF VETERANS AFFAIRS HEALTHCARE FACILITIES.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Angela MundANGELA MUND
PRESIDENT
- Total calculated
- $47,500
- From this org
- $47,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 35
-
Jonathon RiddleJONATHON RIDDLE
PRESIDENT-ELECT
- Total calculated
- $19,750
- From this org
- $19,750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3.5
-
Janet SetnorJANET SETNOR
VICE PRESIDENT
- Total calculated
- $9,250
- From this org
- $9,250
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3.5
-
Jeffrey MolterJEFFREY MOLTER
TREASURER
- Total calculated
- $9,550
- From this org
- $9,550
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3.5
-
Erik RauchERIK RAUCH
DIRECTOR REGION 1
- Total calculated
- $2,375
- From this org
- $2,375
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.5
-
Paul PackardPAUL PACKARD
DIRECTOR REGION 2
- Total calculated
- $2,375
- From this org
- $2,375
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.5
-
Jennifer BanekJENNIFER BANEK
DIRECTOR REGION 3
- Total calculated
- $4,375
- From this org
- $4,375
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.5
-
Jennifer SchmittJENNIFER SCHMITT
DIRECTOR REGION 4
- Total calculated
- $4,750
- From this org
- $4,750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.5
-
Joseph RodriguezJOSEPH RODRIGUEZ
DIRECTOR REGION 5
- Total calculated
- $6,875
- From this org
- $6,875
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.5
-
Randy CorneliusRANDY CORNELIUS
DIRECTOR REGION 6
- Total calculated
- $1,000
- From this org
- $1,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.5
-
Tracy YoungTRACY YOUNG
DIRECTOR REGION 7
- Total calculated
- $2,375
- From this org
- $2,375
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.5
-
William BruceWILLIAM BRUCE
CEO
- Total calculated
- $272,793
- From this org
- $251,016
- From related orgs
- $0
- Other
- $21,777
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $222,016
- Bonus
- $29,000
- Other
- $0
- Deferred
- $10,188
- Nontaxable benefits
- $11,589
- Filer's total
- $272,793
-
David AndersonDAVID ANDERSON
CFO
- Total calculated
- $285,811
- From this org
- $256,616
- From related orgs
- $0
- Other
- $29,195
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $246,616
- Bonus
- $10,000
- Other
- $0
- Deferred
- $14,674
- Nontaxable benefits
- $14,521
- Filer's total
- $285,811
-
Eric O'ConnorERIC O'CONNOR
CHIEF GROWTH OFFICER
- Total calculated
- $348,574
- From this org
- $300,065
- From related orgs
- $0
- Other
- $48,509
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $240,017
- Bonus
- $60,048
- Other
- $0
- Deferred
- $21,484
- Nontaxable benefits
- $27,025
- Filer's total
- $348,574
-
Lorraine JordanLORRAINE JORDAN
CHIEF ADVOCACY OFFICER
- Total calculated
- $357,921
- From this org
- $305,459
- From related orgs
- $0
- Other
- $52,462
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $292,959
- Bonus
- $12,500
- Other
- $0
- Deferred
- $30,376
- Nontaxable benefits
- $22,086
- Filer's total
- $357,921
-
Stacy MeinertSTACY MEINERT
CHIEF OPERATING OFFICER (THRU 9/1/22)
- Total calculated
- $44,540
- From this org
- $0
- From related orgs
- $0
- Other
- $44,540
- Hours/week
- 40
-
Luis A RiveraLUIS A RIVERA
SNR DIR, STATE MANAGEMENT AFFAIRS
- Total calculated
- $313,270
- From this org
- $258,819
- From related orgs
- $0
- Other
- $54,451
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $237,616
- Bonus
- $6,000
- Other
- $15,203
- Deferred
- $25,991
- Nontaxable benefits
- $28,460
- Filer's total
- $313,270
-
Sarah ChackoSARAH CHACKO
SNR DIR, GOVERNMENT AND LEGAL AFFAIRS
- Total calculated
- $231,267
- From this org
- $189,902
- From related orgs
- $0
- Other
- $41,365
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $179,902
- Bonus
- $10,000
- Other
- $0
- Deferred
- $14,395
- Nontaxable benefits
- $26,970
- Filer's total
- $231,267
-
Rose P Gilligan Thru 123122ROSE P GILLIGAN THRU 123122
FORMER DIRECTOR OF IT
- Total calculated
- $233,001
- From this org
- $192,406
- From related orgs
- $0
- Other
- $40,595
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $187,406
- Bonus
- $5,000
- Other
- $0
- Deferred
- $20,303
- Nontaxable benefits
- $20,292
- Filer's total
- $233,001
-
Brett MorganBRETT MORGAN
SNR DIR, PRACTICE AND EDUCATION
- Total calculated
- $273,896
- From this org
- $245,286
- From related orgs
- $0
- Other
- $28,610
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $243,786
- Bonus
- $1,500
- Other
- $0
- Deferred
- $21,814
- Nontaxable benefits
- $6,796
- Filer's total
- $273,896
-
Romy Gelb-ZimmerROMY GELB-ZIMMER
DIRECTOR OF REGULATORY AFFAIRS
- Total calculated
- $225,431
- From this org
- $180,830
- From related orgs
- $0
- Other
- $44,601
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,830
- Bonus
- $5,000
- Other
- $0
- Deferred
- $17,322
- Nontaxable benefits
- $27,279
- Filer's total
- $225,431
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
- 1a · First-class or charter travel
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 4A
- STACY MEINERT FORMER COO RECEIVED $44,540. SHE WAS TERMINATED ON 9/01/22
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
-
$500,000
AANA MANAGEMENT SERVICES
-
$400,000
GENERAL SUPPORT
-
$400,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
OKLAHOMA ASSOCIATION OF NURSE ANESTHETISTS
$80,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
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 ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION
501(C)(3) · FUNDRAISING · IL · controlled entity
Directly controlled by AANA
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 · 100% owned · share of income $2,543,693 · share of assets $17,111,581 · controlled entity
Directly controlled by AANA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 20 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431449349300118
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.