Arizona Nurses Association

Not tax-deductible

Phoenix, AZ501(c)(6)EIN 86-0003918Revenue $532K in FY2024

On file with the IRSaznurse.org4650 E Cotton Center Blvd Ste 155, 85040-4803 · Phoenix, AZTax-exempt since Apr 1961

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To foster high standards of nursing practice and promote the professional and educational advancement of registered Nurses

Run by 40 volunteers and 4 employees.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list 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
3 of 5
filings with a surplus
Average surplus $95K a year · 13% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$112K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$179K
16% of total assets
Looks good: liabilities are 16% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$532K
-61% vs prior year
Spent
$560K
Net assets
$905K
By yearFY2020–FY2024
Revenue
$532K
FY2024▼ -61%
Tap a bar for its year
Revenue by fiscal year
FY2020$595K
FY2021$565K
FY2022$684K
FY2023$1.4M
FY2024$532K
Expenses
$560K
FY2024▼ -34%
Tap a bar for its year
Expenses by fiscal year
FY2020$579K
FY2021$514K
FY2022$750K
FY2023$854K
FY2024$560K
Net assets
$905K
FY2024▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$435K
FY2021$495K
FY2022$397K
FY2023$921K
FY2024$905K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1961.

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

Who runs it and what they're paid

10 people listed on the 990; $112K paid to officers and key staff.

Part VII, Section A · reportable compensation
$111,000Pt VII · Sec A
Govt Affairs Officer
$1,000Pt VII · Sec A
President
$0Pt VII · Sec A
President Elect
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director-At-Large from 09/18/24
$0Pt VII · Sec A
Director-At-Large from 12/06/24
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Dawna Cato——$122,260$95,000—
Wendy Knefelkamp$111,000$109,339$97,404$69,808—
Robin Schaeffer End 10312020————$101,083
Dawna Cato Start 1012020————$21,696
Amber Porter$1,000————

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

Promotes nursing practice standards and advances registered nurses' professional and educational growth.

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1 program · in their own filed words · FY2024
01

The mission of the arizona nurses association is to support advancement of the nursing profession to promote a healthy arizona. With more than 3900 members, azna is the 5TH largest membership organization in the state of arizona phoenix business journal, june 2024.

Pt IX · col B

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $148K · 2020–2024
Unitemized GrantFY2024$33,000
Unitemized GrantFY2024$1,775
Unitemized GrantFY2023$6,000
Arizona Community FoundationAZ · FY2020$100,000
Unitemized GrantFY2020$7,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$532K
Ln 12
Fees for servicesLn 2g$455K
Investment incomeLn 3$30K
Other incomeLn 4–11$24K
Money outPt IX
$560K
Ln 25
Owns and owesPt X
$905K
net assets · Ln 32
Cash and savingsLn 1–2$234K
Total assetsLn 16$1.1M
LiabilitiesLn 26$179K
PeoplePt VI, VII
10
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$23K
Government grantsLn 1e$23K
Fees for servicesLn 2g$455K
Investment incomeLn 3$30K
Other incomeLn 4–11$24K
Gains on assetsLn 7$676
Total revenueLn 12$532K
Assets in detailPt X, end of year
CashLn 1$156K
SavingsLn 2$78K
Cash and savings togetherLn 1–2$234K
InvestmentsLn 11–13$699K
Land, buildings, equipmentLn 10c$774
Other assetsLn 15$79K
Total assetsLn 16$1.1M
LiabilitiesLn 26$179K
Net assetsLn 32$905K
OperationsPt I, VI
EmployeesI 54
VolunteersI 640
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$227K$234K
InvestmentsLn 11–13$657K$699K
Land, buildings, equipmentLn 10c$1K$774
Total assetsLn 16$1.1M$1.1M
LiabilitiesLn 26$187K$179K
Net assetsLn 32$921K$905K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K
Grants to domestic individualsLn 2$35K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$116K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$75K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$6K
Payroll taxesLn 10$15K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$4K
Lobbying feesLn 11d$72K
Investment management feesLn 11f$4K
Other fees for servicesLn 11g$16K
Advertising and promotionLn 12$1K
Office expensesLn 13$17K
Information technologyLn 14$40K
RoyaltiesLn 15$0
OccupancyLn 16$29K
TravelLn 17$14K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$97K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$531
InsuranceLn 23$5K
Other expenses (24a–d)Ln 24$12K
All other expensesLn 24e$0
Total functional expensesLn 25$560K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $532K$560K−$28K$905K 990 PDF
FY2023 $1.4M$854K$501K$921K 990 PDF
FY2022 $684K$750K−$66K$397K 990 PDF
FY2021 $565K$514K$51K$495K 990 PDF
FY2020 $595K$579K$16K$435K 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 $532,028 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $193,250$22,646
I-9 Program service revenuePrior year $623,121$454,899
I-10 Investment incomePrior year $501,287$30,403
I-11 Other revenuePrior year $37,273$24,080
I-12 Total revenuePrior year $1,354,931$532,028
I-13 Grants and similar amounts paidPrior year $6,000$36,710
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $199,888$212,117
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $647,832$310,719
I-18 Total expensesPrior year $853,720$559,546
I-19 Revenue less expensesPrior year $501,211−$27,518
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $532,028 across 7 lines filed
VIII-1e Government grants$22,646
VIII-1h Total contributions, gifts and grants$22,646
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $454,899$454,899
VIII-3 Investment incomeExcluded from tax $29,727$29,727
VIII-5 RoyaltiesRelated to mission $24,080$24,080
VIII-7 Net gain or loss on sales of assetsExcluded from tax $676$676
VIII-12 Total revenueRelated to mission $478,979 · Excluded from tax $30,403$532,028
Part IX · Statement of functional expenses $559,546 across 30 lines filed
IX-1 Grants to domestic organizations$1,935
IX-2 Grants to domestic individuals$34,775
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$116,298
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$75,069
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$5,538
IX-10 Payroll taxes$15,212
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$3,740
IX-11d Lobbying fees$72,000
IX-11f Investment management fees$4,349
IX-11g Other fees for services$15,559
IX-12 Advertising and promotion$1,173
IX-13 Office expenses$16,579
IX-14 Information technology$39,820
IX-15 Royalties$0
IX-16 Occupancy$29,425
IX-17 Travel$13,679
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$96,691
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$531
IX-23 Insurance$4,925
IX-24 Other expenses (24a–d)$12,248
IX-24e All other expenses$0
IX-25 Total functional expenses$559,546
Part X · Balance sheet $1,084,120 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $148,676$156,487
X-2 Savings and temporary cash investmentsStart of year $77,827$77,904
X-4 Accounts receivableStart of year $104,290$29,026
X-9 Prepaid expenses and deferred chargesStart of year $40,079$42,035
X-10c Land, buildings and equipment, netStart of year $1,304$774
X-11 Publicly traded securitiesStart of year $656,968$698,651
X-15 Other assetsStart of year $79,243$79,243
X-16 Total assetsStart of year $1,108,387$1,084,120
X-17 Accounts payable and accrued expensesStart of year $41,495$24,041
X-19 Deferred revenueStart of year $58,563$67,947
X-25 Other liabilitiesStart of year $86,873$86,873
X-26 Total liabilitiesStart of year $186,931$178,861
X-27 Net assets without donor restrictionsStart of year $921,456$905,259
X-32 Total net assets or fund balancesStart of year $921,456$905,259
X-33 Total liabilities and net assetsStart of year $1,108,387$1,084,120
Part XI · Reconciliation of net assets $905,259 net assets at year end
XI-1 Total revenue$532,028
XI-2 Total expenses$559,546
XI-3 Revenue less expenses−$27,518
XI-4 Net assets at start of year$921,456
XI-5 Net unrealized gains (losses) on investments$15,705
XI-8 Prior period adjustments−$4,384
XI-10 Net assets at end of year$905,259

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

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