Preventive Cardiovascular Nurses Association INC

Tax-deductible

Madison, WI501(c)(3)Since 1992HousingEIN 39-1804895Revenue $7.7M in FY2024

On file with the IRSpcna.net613 Williamson St Ste 205, 53703-3515 · Madison, WITax-exempt since May 1996Publicly supported — 509(a)(2)

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The mission of the Preventive Cardiovascular Nurses Association (pcna) is to promote Nurses as leaders in the field of Cardiovascular risk reduction and disease management. Pcna encourages advancements in learning by offering educational programs and publications, networking opportunities and support in professional certification.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
Run by 65 volunteers and 12 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $4.0M a year · 65% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$450K
to officers and key staff · 16% of spending
Top officer’s pay higher than 97% of similar orgs
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 6.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $34K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$476K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.7M
-2% vs prior year
Spent
$2.8M
To programs
86%
Net assets
$40.5M
By yearFY2020–FY2024
Revenue
$7.7M
FY2024▼ -2%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.6M
FY2021$5.4M
FY2022$5.9M
FY2023$7.9M
FY2024$7.7M
Expenses
$2.8M
FY2024▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.6M
FY2021$1.5M
FY2022$2.2M
FY2023$2.5M
FY2024$2.8M
Net assets
$40.5M
FY2024▲ +22%
Tap a bar for its year
Net assets by fiscal year
FY2020$22.9M
FY2021$28.2M
FY2022$27.3M
FY2023$33.1M
FY2024$40.5M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $2.5M Management & general 12% · $339K Fundraising 2% · $52K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $450K paid to officers and key staff.

Part VII, Section A · reportable compensation
$314,401Pt VII · Sec A
Clinical Education Director
$120,597Pt VII · Sec A
President
$3,400Pt VII · Sec A
$2,800Pt VII · Sec A
Past President
$2,300Pt VII · Sec A
$2,000Pt VII · Sec A
$1,400Pt VII · Sec A
$1,000Pt VII · Sec A

Sue Koob’s $314K as CEO is at the 97th percentile of top reported officer pay among 2036 $1–10M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Sue Koob$314,401$296,728$288,085$279,694$270,912
Joanna Dagenais$120,597$115,342———
Yvonne Commodore Mensah$1,000$2,500$2,000$10,000$1,000
Diana Baptiste$1,000$4,000$1,500——
Kim Newlin$2,800——$4,000—
Cindy Lamendola—$1,000$1,000$1,000$4,000
Lisa Maher$3,400$2,250$1,500$3,100$1,750
Susan Halli Demeter$2,300$3,000$500$1,500$2,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers nurses to lead cardiovascular risk reduction and disease management through education and support.

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Provided by the organization

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3 programs · $2.5M · in their own filed words · FY2024
01

Annual Projects

In 2024, pcna developed several continuing education programs and clinical tools for use by health care professionals and patients. Members attended live online continuing education programs such as the leadership series, cholesterol, health equity and cardio connections summits, as well as on-demand programs and webinars.

$1.2Mprogram expense
02

Membership and Other Services

Pcna is the leading nursing organization for comprehensive professional development resources in cardiovascular nursing. Led by a 15-MEMBER board of directors, pcna supports over 16,000 healthcare professionals, has over 1,400 members, and 38 chapters across the us.

$726Kprogram expense
03

Annual Symposium

In 2024, pcna developed and held its 30TH annual cardiovascular nursing symposium, which was held in person. The conference was held over three different dates, with the pharmacology conference on thursday, april 18TH, and the general sessions on friday, april 19TH, and saturday the 20TH.

$512Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2020
Total grants receivedfrom 2 funders$34K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$7.7M
Ln 12
Gifts and grantsLn 1h$6.1M
Investment incomeLn 3$1.1M
Fees for servicesLn 2g$527K
Money outPt IX
$2.8M
Ln 25
Programscol B$2.5M
Managementcol C$339K
Fundraisingcol D$52K
Owns and owesPt X
$40.5M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$41.0M
LiabilitiesLn 26$476K
PeoplePt VI, VII
19
listed · VII A
PaidVII A11
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.1M
Fees for servicesLn 2g$527K
Investment incomeLn 3$1.1M
Other incomeLn 4–11$20K
Gains on assetsLn 7−$40K
Total revenueLn 12$7.7M
Assets in detailPt X, end of year
CashLn 1$195K
SavingsLn 2$1.3M
Cash and savings togetherLn 1–2$1.5M
InvestmentsLn 11–13$38.8M
Land, buildings, equipmentLn 10c$149K
Other assetsLn 15$54K
Total assetsLn 16$41.0M
LiabilitiesLn 26$476K
Net assetsLn 32$40.5M
OperationsPt I, VI
EmployeesI 512
VolunteersI 665
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.6M$1.5M
InvestmentsLn 11–13$32.0M$38.8M
Land, buildings, equipmentLn 10c$42K$149K
Total assetsLn 16$34.0M$41.0M
LiabilitiesLn 26$958K$476K
Net assetsLn 32$33.1M$40.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$347K$264K$50K$33K
Other salaries and wagesLn 7$661K$605K$40K$15K
Pension plan contributionsLn 8$33K$30K$2K$757
Other employee benefitsLn 9$33K$31K$2K$306
Payroll taxesLn 10$67K$59K$6K$3K
Accounting feesLn 11c$43K$12K$32K
Investment management feesLn 11f$118K$118K
Other fees for servicesLn 11g$591K$591K
Advertising and promotionLn 12$104K$103K$2K
Office expensesLn 13$27K$21K$6K
Information technologyLn 14$125K$102K$23K
OccupancyLn 16$38K$38K
TravelLn 17$163K$163K
Conferences, conventions and meetingsLn 19$341K$341K
Depreciation, depletion and amortizationLn 22$8K$8K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$126K$126K
All other expensesLn 24e$13K$8K$5K
Total functional expensesLn 25$2.8M$2.5M$339K$52K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $7.7M$2.8M$4.9M$40.5M 990 PDF
FY2023 $7.9M$2.5M$5.4M$33.1M 990 PDF
FY2022 $5.9M$2.2M$3.7M$27.3M 990 PDF
FY2021 $5.4M$1.5M$3.9M$28.2M 990 PDF
FY2020 $3.6M$1.6M$2.0M$22.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $7,697,326 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,071,401$6,063,021
I-9 Program service revenuePrior year $452,807$526,701
I-10 Investment incomePrior year $3,328,415$1,087,159
I-11 Other revenuePrior year $19,884$20,445
I-12 Total revenuePrior year $7,872,507$7,697,326
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,041,070$1,140,829
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,457,825$1,705,747
I-18 Total expensesPrior year $2,498,895$2,846,576
I-19 Revenue less expensesPrior year $5,373,612$4,850,750
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,697,326 across 8 lines filed
VIII-1b Membership dues$107,420
VIII-1f All other contributions, gifts and grants$5,955,601
VIII-1h Total contributions, gifts and grants$6,063,021
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $517,037 · Unrelated business $9,664$526,701
VIII-3 Investment incomeExcluded from tax $1,127,092$1,127,092
VIII-5 RoyaltiesRelated to mission $20,445$20,445
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$39,933−$39,933
VIII-12 Total revenueRelated to mission $537,482 · Unrelated business $9,664 · Excluded from tax $1,087,159$7,697,326
Part IX · Statement of functional expenses $2,846,576 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $264,082 · Management $49,877 · Fundraising $33,251$347,210
IX-7 Other salaries and wagesPrograms $605,196 · Management $40,309 · Fundraising $15,146$660,651
IX-8 Pension plan contributionsPrograms $29,639 · Management $2,275 · Fundraising $757$32,671
IX-9 Other employee benefitsPrograms $31,181 · Management $1,782 · Fundraising $306$33,269
IX-10 Payroll taxesPrograms $58,910 · Management $5,507 · Fundraising $2,611$67,028
IX-11c Accounting feesPrograms $11,680 · Management $31,700$43,380
IX-11f Investment management feesManagement $117,516$117,516
IX-11g Other fees for servicesPrograms $591,429$591,429
IX-12 Advertising and promotionPrograms $102,842 · Management $1,618$104,460
IX-13 Office expensesPrograms $20,839 · Management $6,144$26,983
IX-14 Information technologyPrograms $101,815 · Management $23,174$124,989
IX-16 OccupancyManagement $38,255$38,255
IX-17 TravelPrograms $163,024$163,024
IX-19 Conferences, conventions and meetingsPrograms $341,355$341,355
IX-22 Depreciation, depletion and amortizationManagement $7,549$7,549
IX-23 InsuranceManagement $8,425$8,425
IX-24 Other expenses (24a–d)Programs $125,552$125,552
IX-24e All other expensesPrograms $8,189 · Management $4,641$12,830
IX-25 Total functional expensesPrograms $2,455,733 · Management $338,772 · Fundraising $52,071$2,846,576
Part X · Balance sheet $40,970,439 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $1,213,088$194,617
X-2 Savings and temporary cash investmentsStart of year $429,607$1,348,112
X-3 Pledges and grants receivable$230,000
X-4 Accounts receivableStart of year $86,996$12,890
X-9 Prepaid expenses and deferred chargesStart of year $122,975$143,737
X-10c Land, buildings and equipment, netStart of year $42,368$148,740
X-11 Publicly traded securitiesStart of year $19,439,766$18,264,844
X-12 Other securitiesStart of year $12,599,903$20,573,672
X-15 Other assetsStart of year $84,870$53,827
X-16 Total assetsStart of year $34,019,573$40,970,439
X-17 Accounts payable and accrued expensesStart of year $75,392$76,192
X-19 Deferred revenueStart of year $796,903$345,269
X-25 Other liabilitiesStart of year $85,310$54,886
X-26 Total liabilitiesStart of year $957,605$476,347
X-27 Net assets without donor restrictionsStart of year $32,138,259$37,609,092
X-28 Net assets with donor restrictionsStart of year $923,709$2,885,000
X-32 Total net assets or fund balancesStart of year $33,061,968$40,494,092
X-33 Total liabilities and net assetsStart of year $34,019,573$40,970,439
Part XI · Reconciliation of net assets $40,494,092 net assets at year end
XI-1 Total revenue$7,697,326
XI-2 Total expenses$2,846,576
XI-3 Revenue less expenses$4,850,750
XI-4 Net assets at start of year$33,061,968
XI-5 Net unrealized gains (losses) on investments$2,581,374
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$40,494,092

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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