Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
TEXAS NURSES ASSOCIATION TEXAS NURSES ASSOCIATION |
740940303 | 10 | Yes | 0 | 0 | |
|
Total 1
|
0 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART IV, SECTION A, LINE 3B | EACH YEAR, THE ORGANIZATION ANALYZES THE SUPPORTED ORGANIZATION'S REVENUE TO ENSURE THE SUPPORTED ORGANIZATION MEETS THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2). |
| PART IV, SECTION A, LINE 3C | THE ORGANIZATION PROVIDES NO SUPPORT TO THE SUPPORTED ORGANIZATION. INSTEAD, THE ORGANIZATION ACTS AS THE CHARITABLE AND EDUCATIONAL ARM OF THE SUPPORTED ORGANIZATION. |
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| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE TEXAS NURSES FOUNDATION (THE "FOUNDATION") WAS ESTABLISHED TO RECEIVE CONTRIBUTIONS AND PROVIDE FUNDING TO IMPROVE THE HEALTH OF TEXANS THROUGH CHARITABLE INITIATIVES THAT ADVANCE NURSING PRACTICE, EDUCATION, RESEARCH, AND/OR LEADERSHIP. |
| FORM 990, PAGE 2, PART III, LINE 2 | THE TNF BOARD APPROVED AWARDS TO ATTEND THE TEXAS NURSES ASSOCIATION (TNA) ANNUAL CONFERENCE. THE FOUNDATION BOARD OF DIRECTORS AWARDS THESE FUNDS TO SUPPORT THE CONTINUING NURSING EDUCATION OF UP TO THREE (3) CONFERENCE ATTENDEES. THE FOUNDATION HAS WRITTEN PROCEDURES FOR AWARD ELIGIBILITY, APPLICATION AND DISSEMINATION OF AWARDED FUNDS. |
| FORM 990, PAGE 2, PART III, LINE 4A | THE TEXAS PEER ASSISTANCE PROGRAM FOR NURSES (TPAPN) IS AN APPROVED PEER ASSISTANCE PROGRAM UNDER CHAPTER 467 OF THE TEXAS HEALTH AND SAFETY CODE. TPAPN'S MISSION IS TO SAFEGUARD PATIENTS BY PROVIDING EARLY IDENTIFICATION, SUPPORT, MONITORING, ACCOUNTABILITY, AND ADVOCACY TO TEXAS NURSES WHO HAVE AN IDENTIFIED SUBSTANCE USE AND/OR MENTAL HEALTH CONDITION OR RELATED INCIDENT, SO THEY MAY SAFELY PRACTICE NURSING. TPAPN IS A VOLUNTARY PROGRAM THAT MAY SERVE AS AN ALTERNATIVE TO TEXAS BOARD OF NURSING DISCIPLINE. ADDITIONALLY, TPAPN PROVIDES EDUCATION AND OUTREACH TO THE COMMUNITY TO ADDRESS STIGMA AND PROMOTE EARLY IDENTIFICATION AND INTERVENTION FOR NURSES EXPERIENCING MENTAL HEALTH AND/OR SUBSTANCE USE ISSUES. DURING THE 2023-2024 FISCAL YEAR: 1,020 NURSES WERE SERVED 546 NURSES WERE REFERRED 219 NURSES SIGNED PARTICIPATION AGREEMENTS 110 NURSES COMPLETED TPAPN 134 PEER SUPPORT PARTNERS TPAPN HOLDS PEER SUPPORT PARTNER TRAININGS MONTHLY, TPAPN LUNCH & LEARNS QUARTERLY AND ON REQUEST AND HAS IMPLEMENTED A PROGRAM THAT ALLOWS PEER SUPPORT PARTNERS TO TRAIN EITHER VIA VIRTUAL LIVE COURSES OR ON-DEMAND AT THEIR CONVENIENCE WHILE OBTAINING CE FOR MANY OF THE REQUIRED TRAINING REQUIREMENTS. |
| FORM 990, PART VI | SERENA BUMPUS, JULIA MENEGAY, MARY PAKARINEN, BRANDON BREDIMUS, AND EDTRINA MOSS ARE BOARD MEMBERS AND/OR OFFICERS OF A RELATED ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 4 | DURING THE TAX YEAR, THE ORGANIZATION AMENDED ITS BYLAWS TO: - CHANGE THE NUMBER OF BOARD MEMBERS TO NO LESS THAN THREE AND NO MORE THAN ELEVEN, WITH STAGGERED TERMS, AND TO SERVE TWO-YEAR TERMS INSTEAD OF ONE- YEAR; - CLARIFY AUTHORITY OF OFFICERS TO DELEGATE TASKS TO AGENTS OF THE CORPORATION; - REVISE OFFICER DESCRIPTIONS TO CONFORM TO CONTEMPORARY PRACTICES: - TO PERMIT ONE VICE-PRESIDENT INSTEAD OF MULTIPLE VICE- PRESIDENTS; - TO DESCRIBE TREASURER'S ROLE SIMILARLY TO TNA TREASURER'S ROLE AND CONFORM TO CONTEMPORARY PRACTICE; - REVISE COMMITTEE DESCRIPTIONS, CONSOLIDATE SECTIONS ON COMMITTEES, AND CLARIFY COMMITTEE POWERS/LIMITS OF AUTHORITY: - ADD AUDIT/FINANCE COMMITTEE AND GOVERNANCE COMMITTEE AS STANDING COMMITTEES; - REMOVE AUTHORITY OF VICE-PRESIDENT TO SIGN CHECKS FROM DEFAULT POLICY; AND - UPDATE TO PERMIT VIRTUAL MEETINGS, REGARDLESS OF TECHNOLOGICAL CHANGES OVER TIME. |
| FORM 990, PAGE 6, PART VI, LINE 7A | CONSISTENT WITH THE ORGANIZATION'S STATUS AS A TYPE I "SUPPORTING ORGANIZATION" TO THE TEXAS NURSES ASSOCIATION ("TNA"), TNA HAS THE POWER UNDER THE ORGANIZATION'S GOVERNING DOCUMENTS TO SELECT AND APPOINT ORGANIZATION'S BOARD OF DIRECTORS, TO REMOVE SUCH DIRECTORS BY A TWO-THIRDS VOTE OF THE TNA BOARD AND TO FILL ANY VACANCIES THAT OCCUR IN THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 7B | CONSISTENT WITH THE ORGANIZATION'S STATUS AS A TYPE I "SUPPORTING ORGANIZATION" TO THE TEXAS NURSES ASSOCIATION ("TNA"), TNA HAS THE POWER UNDER THE ORGANIZATION'S GOVERNING DOCUMENTS TO SELECT AND APPOINT THE ORGANIZATION'S BOARD OF DIRECTORS, TO REMOVE SUCH DIRECTORS BY A TWO-THIRDS VOTE OF THE TNA BOARD AND TO FILL ANY VACANCIES THAT OCCUR IN THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A MEMBER OF THE AUDIT & FINANCE COMMITTEE WILL CONDUCT A FORMAL REVIEW OF THE TAX RETURN WITH THE PREPARING CPA AND RECOMMEND APPROVAL TO THE TNF BOARD OF DIRECTORS. THE TNF BOARD OF DIRECTORS WILL REVIEW THE TAX RETURN WITH PREPARING CPA AND APPROVE THE FILING OF THE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON A REGULAR BASIS AT BOARD MEETINGS. THE BOARD OF DIRECTORS OF THE ORGANIZATION MUST SIGN AN ANNUAL STATEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST, COPIES OF THE 990, EXEMPTION LETTER AND 1023 WILL BE PROVIDED IN A TIMELY MANNER AND A REASONABLE CHARGE MAY BE MADE. ANY OTHER REQUESTS FOR FOUNDATION RECORDS SHOULD BE IN WRITING AND REFERRED TO THE CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART VII | HOURS TO RELATED ORGANIZATION - TEXAS NURSES ASSOCIATION (TNA): SERENA BUMPUS 36.50 HRS TNA JULIA MENEGAY 35.00 HRS TNA MARY PAKARINEN 35.50 HRS TNA JACK FRAZEE 36.25 HRS TNA BRANDON BREDIMUS 2.00 HRS TNA EDTRINA MOSS 2.00 HRS TNA SALARY, PENSION, AND BENEFIT EXPENSES DISCUSSED LISTED IN PART VII, SECTION A COLUMN D AND IN PART IX, LINES 5-10 OF THIS RETURN REPRESENT REIMBURSEMENTS PAID TO TEXAS NURSES ASSOCIATION AS A REASONABLE COST ALLOCATION FOR THE TIME TEXAS NURSES ASSOCIATION EMPLOYEES SPEND ON TEXAS NURSES FOUNDATION MATTERS. TEXAS NURSES FOUNDATION HAS NO EMPLOYEES OF ITS OWN. |
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