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Nonprofiteer
← AMERICAN NURSES FOUNDATION INC

Form 990 for tax year 2022

Filed by AMERICAN NURSES FOUNDATION INC.

Totals

Total revenue
$4,491,125
Total expenses
$5,333,727
Contributions and grants received
$3,879,225
Grants paid
$2,687,382
Program service revenue
$65,231
Investment income
$546,669
Other revenue
$0
Total assets, end of year
$34,405,644
Total liabilities, end of year
$2,816,072
Net assets or fund balances, end of year
$31,589,572
Program services expenses (Part IX)
$4,415,270
Management and general expenses
$88,483
Fundraising expenses
$829,974
Program service expenses (Part III)
$4,415,270

Program services were 82.8% 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.

  • 1d · Related organizations

    $74,635

  • 1f · All other contributions, gifts and grants

    $3,804,590

  • 2a · Program service revenue: PRODUCTS & SERVICES

    total $65,000 · related or exempt $65,000

  • 2b · Program service revenue: CONFERENCE

    total $231 · related or exempt $231

  • 3 · Investment income

    total $392,718 · excluded $392,718

  • 7a · Gross sales of assets other than inventory

    securities $364,988

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

    securities $211,037

  • 7c · Gain or loss

    securities $153,951

  • 7d · Net gain or loss

    total $153,951 · excluded $153,951

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,676,882 · program services $2,676,882

  • 2 · Grants to domestic individuals

    total $500 · program services $500

  • 3 · Grants to foreign organizations and individuals

    total $10,000 · program services $10,000

  • 7 · Other salaries and wages

    total $1,221,158 · program services $840,950 · fundraising $380,208

  • 8 · Pension plan contributions

    total $17,016 · program services $11,718 · fundraising $5,298

  • 9 · Other employee benefits

    total $116,065 · program services $79,928 · fundraising $36,137

  • 10 · Payroll taxes

    total $105,366 · program services $72,560 · fundraising $32,806

  • 11f · Fees: investment management

    total $22,167 · management and general $22,167

  • 11g · Fees: other

    total $608,084 · program services $476,482 · fundraising $131,602

  • 12 · Advertising and promotion

    total $39,736 · program services $24,351 · fundraising $15,385

  • 13 · Office expenses

    total $35,069 · program services $2,155 · management and general $20,617 · fundraising $12,297

  • 16 · Occupancy

    total $5,833 · program services $5,333 · fundraising $500

  • 17 · Travel

    total $82,576 · program services $31,662 · management and general $12,875 · fundraising $38,039

  • 19 · Conferences, conventions and meetings

    total $18,928 · program services $16,650 · management and general $771 · fundraising $1,507

  • 22 · Depreciation, depletion and amortization

    total $4,103 · management and general $4,103

  • 24a · Other expenses: FINANCE, HR, AND IT ALL

    total $279,311 · program services $154,311 · fundraising $125,000

  • 24b · Other expenses: AWARDS & HONORARIUMS

    total $55,590 · program services $12,223 · management and general $13,461 · fundraising $29,906

  • 24c · Other expenses: BAD DEBT

    total $17,834 · program services $3,921 · management and general $4,319 · fundraising $9,594

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $15,197 · program services $4,899 · management and general $147 · fundraising $10,151

  • 24e · All other expenses

    total $2,312 · program services -$9,255 · management and general $10,023 · fundraising $1,544

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $811,620 · end of year $1,071,509

  • 3 · Pledges and grants receivable

    beginning of year $10,572,081 · end of year $7,552,453

  • 4 · Accounts receivable

    beginning of year $45 · end of year $6,035

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,689 · end of year $37,635

  • 10a · Land, buildings and equipment: cost or other basis

    $22,240

  • 10b · Land, buildings and equipment: accumulated depreciation

    $22,240

  • 10c · Land, buildings and equipment, net

    beginning of year $4,103 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $22,299,773 · end of year $21,468,322

  • 15 · Other assets

    beginning of year $1,176,006 · end of year $4,269,690

  • 17 · Accounts payable and accrued expenses

    beginning of year $196,452 · end of year $142,375

  • 18 · Grants payable

    beginning of year $148,050 · end of year $27,050

  • 19 · Deferred revenue

    beginning of year $123,502 · end of year $576,319

  • 25 · Other liabilities

    beginning of year $585,200 · end of year $2,070,328

  • 27 · Net assets without donor restrictions

    beginning of year $2,298,479 · end of year $2,396,774

  • 28 · Net assets with donor restrictions

    beginning of year $31,518,634 · end of year $29,192,798

Mission and programs · 2022

Mission

ESTABLISHED AS THE CHARITABLE AND PHILANTHROPIC ARM OF THE AMERICAN NURSES ASSOCIATION (ANA). THE FOUNDATION'S PURPOSE IS TO SUPPORT EDUCATIONAL PROGRAMS AND RESEARCH THAT ADVANCES THE NURSING PROFESSION AND HEALTH OF THE PUBLIC.

Activities or mission (Part I)

PROVIDE GRANTS TO NURSING ORGANIZATIONS & NURSES FOR RESEARCH, EDUCATION, & CLINICAL PRACTICE.

  • NURSING GRANTS AND PROGRAM SUPPORT FOR COVID AND DISASTER RELIEF, NURSING WELL-BEING, NURSING INNOVATION AND RESEARCH.

    Expenses $4,344,850 · Grants $2,681,882

  • PROGRAM SUPPORT FOR NURSING LEADERSHIP, WELL-BEING, MENTAL HEALTH RECOVERY AND TRANSFORMATION.

    Expenses $70,420 · Grants $5,500 · Revenue $65,231

As filed on the 2022 return.

Listed in Part VII

  • KATHY DRISCOLL

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • WILHELMINA MANZANO

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • TOM TEFFT

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • PAUL ABRAMOWITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KAREN DALEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LARA FERRIO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RANDALL LIPPS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATHY MALLOCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AHRIN MISHAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MEHUL MEHTA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BERNADETTE PARK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RUTH WILLIAMS BRINKLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ENA WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE JUDGE

    EXECUTIVE DIRECTOR, ANF

    Total calculated
    $269,337
    From this org
    $0
    From related orgs
    $251,773
    Other
    $17,564
    Hours/week
    32.25 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,876 related
    Bonus
    $0 + $7,441 related
    Other
    $0 + $3,456 related
    Deferred
    $0 + $17,564 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $269,337 related

  • DANIEL WARCO

    ANA ENTERPRISE CFO

    Total calculated
    $349,132
    From this org
    $0
    From related orgs
    $317,421
    Other
    $31,711
    Hours/week
    4 + 32.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,121 related
    Bonus
    $0 + $9,490 related
    Other
    $0 + $810 related
    Deferred
    $0 + $21,350 related
    Nontaxable benefits
    $0 + $10,361 related
    Filer's total
    $0 + $349,132 related

  • GREGORY DYSON

    ANA ENTERPRISE COO (TO 01/2022)

    Total calculated
    $45,281
    From this org
    $0
    From related orgs
    $40,735
    Other
    $4,546
    Hours/week
    4 + 32.25 related

  • LORESSA COLE

    ANA ENTERPRISE CEO

    Total calculated
    $477,104
    From this org
    $0
    From related orgs
    $435,940
    Other
    $41,164
    Hours/week
    1 + 35.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $416,021 related
    Bonus
    $0 + $13,061 related
    Other
    $0 + $6,858 related
    Deferred
    $0 + $20,333 related
    Nontaxable benefits
    $0 + $20,831 related
    Filer's total
    $0 + $477,104 related

  • KAREN SOMERVILLE

    ANA ENTERPRISE COO

    Total calculated
    $308,797
    From this org
    $0
    From related orgs
    $279,223
    Other
    $29,574
    Hours/week
    4 + 32.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,227 related
    Bonus
    $0 + $8,700 related
    Other
    $0 + $2,296 related
    Deferred
    $0 + $19,470 related
    Nontaxable benefits
    $0 + $10,104 related
    Filer's total
    $0 + $308,797 related

  • ALLISON NORDBERG

    PROGRAM DIRECTOR

    Total calculated
    $127,577
    From this org
    $0
    From related orgs
    $111,081
    Other
    $16,496
    Hours/week
    36.25

  • KAREN SCHOFIELD-LECA

    DIRECTOR, DEVELOPMENT

    Total calculated
    $192,335
    From this org
    $0
    From related orgs
    $155,369
    Other
    $36,966
    Hours/week
    36.25

    Schedule J breakdown matched by us

    Base
    $0 + $149,120 related
    Bonus
    $0 + $4,866 related
    Other
    $0 + $1,383 related
    Deferred
    $0 + $6,566 related
    Nontaxable benefits
    $0 + $30,400 related
    Filer's total
    $0 + $192,335 related

  • MICHELLE GREANIAS

    PROGRAM DIRECTOR

    Total calculated
    $177,114
    From this org
    $0
    From related orgs
    $155,684
    Other
    $21,430
    Hours/week
    36.25

    Schedule J breakdown matched by us

    Base
    $0 + $150,274 related
    Bonus
    $0 + $4,702 related
    Other
    $0 + $708 related
    Deferred
    $0 + $11,069 related
    Nontaxable benefits
    $0 + $10,361 related
    Filer's total
    $0 + $177,114 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
FOR THE PURPOSES OF DETERMINING COMPENSATION, THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION TO ESTABLISH COMPENSATION OF THE CEO AND OTHER OFFICERS. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS; THEY INCLUDE USE OF A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. JOBS AND SALARY GRADES ARE BENCHMARKED TO ENSURE THAT THE ORGANIZATION REMAINS COMPETITIVE IN THE CURRENT LABOR MARKET. ALL UNION POSITIONS ARE COVERED BY THE UNION CONTRACT. THESE PROCESSES ARE DOCUMENTED AND HELD IN THE HUMAN RESOURCES DEPARTMENT BY THE DIRECTOR OF HUMAN RESOURCES.

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

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.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202303179349309565

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