Civic Intelligence

Ena Foundation

990 • Fiscal year 2019 • EIN 36-3746084

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 23, 2020

930 E Woodfield RoadSchaumburg, IL 60173

(847) 460-4000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.02x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

97th percentile

$477,101

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 68.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-10%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$3,915,227

Up $694,202 (+22%) from 2018

Net Assets

Up

$3,899,958

Up $686,355 (+21%) from 2018

Liabilities

Up

$15,269

Up $7,847 (+106%) from 2018

Revenue

Down

$701,452

Down $81,266 (-10%) from 2018

Expenses

Up

$548,228

Up $1,482 (+0.3%) from 2018

Net Income

Down

$153,224

Down $82,748 (-35%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $1,704,569Liabilities 2011: $18,468Net Assets 2011: $1,686,1012011Assets 2012: $2,005,351Liabilities 2012: $24,727Net Assets 2012: $1,980,6242012Assets 2013: $2,243,179Liabilities 2013: $3,186Net Assets 2013: $2,239,9932013Assets 2014: $2,443,567Liabilities 2014: $9,618Net Assets 2014: $2,433,9492014Assets 2015: $2,613,510Liabilities 2015: $12,412Net Assets 2015: $2,601,0982015Assets 2016: $2,906,803Liabilities 2016: $6,813Net Assets 2016: $2,899,9902016Assets 2017: $3,394,210Liabilities 2017: $21,649Net Assets 2017: $3,372,5612017Assets 2018: $3,221,025Liabilities 2018: $7,422Net Assets 2018: $3,213,6032018Assets 2019: $3,915,227Liabilities 2019: $15,269Net Assets 2019: $3,899,9582019Assets 2020: $4,268,263Liabilities 2020: $27,521Net Assets 2020: $4,240,7422020Assets 2021: $5,249,543Liabilities 2021: $4,993Net Assets 2021: $5,244,5502021Assets 2022: $4,757,886Liabilities 2022: $10,776Net Assets 2022: $4,747,1102022Assets 2023: $5,110,676Liabilities 2023: $24,353Net Assets 2023: $5,086,3232023Assets 2024: $5,580,956Liabilities 2024: $108,350Net Assets 2024: $5,472,6062024

Highlighted filing

2019

Assets$3,915,227
Liabilities$15,269
Net Assets$3,899,958

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Expenses 2011: $311,5402011Expenses 2012: $301,3742012Revenue 2013: $452,375Expenses 2013: $294,559Net Income 2013: $157,8162013Revenue 2014: $525,772Expenses 2014: $335,867Net Income 2014: $189,9052014Revenue 2015: $639,804Expenses 2015: $345,632Net Income 2015: $294,1722015Revenue 2016: $528,568Expenses 2016: $387,208Net Income 2016: $141,3602016Revenue 2017: $578,555Expenses 2017: $445,156Net Income 2017: $133,3992017Revenue 2018: $782,718Expenses 2018: $546,746Net Income 2018: $235,9722018Revenue 2019: $701,452Expenses 2019: $548,228Net Income 2019: $153,2242019Revenue 2020: $731,174Expenses 2020: $728,770Net Income 2020: $2,4042020Revenue 2021: $1,104,456Expenses 2021: $493,719Net Income 2021: $610,7372021Revenue 2022: $1,141,470Expenses 2022: $550,216Net Income 2022: $591,2542022Revenue 2023: $675,470Expenses 2023: $621,370Net Income 2023: $54,1002023Revenue 2024: $903,988Expenses 2024: $715,721Net Income 2024: $188,2672024

Highlighted filing

2019

Revenue$701,452
Expenses$548,228
Net Income$153,224
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 23, 2020
Return Version
2019v5.1
Gross Receipts
$1,116,996
Mission and Program Overview

Mission

Provide educational scholarships and research grants in the discipline of emergency nursing

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,084,249$3,611,171▲ $526,922
Cash and Non-Interest-Bearing Accounts$110,037$281,687▲ $171,650
Savings and Temporary Cash Investments$17,239$10,119▼ $7,120
Land, Buildings, and Equipment, Net$9,250$7,232▼ $2,018
Pledges and Grants Receivable-$5,018-
Accounts Receivable$250--
Total Assets$3,221,025$3,915,227▲ $694,202
Liabilities
Accounts Payable and Accrued Expenses$7,422$15,269▲ $7,847
Total Liabilities$7,422$15,269▲ $7,847
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,181,756$2,583,667▲ $401,911
Net Assets With Donor Restrictions$1,031,847$1,316,291▲ $284,444
Total Net Assets Fund Balance$3,213,603$3,899,958▲ $686,355
Total Liabilities and Net Assets / Fund Balance$3,221,025$3,915,227▲ $694,202

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,232$24,068$31,300

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,659,800$106,009▲ $541,674-$3,194,983
2018$2,803,791$84,394▼ $135,710-$2,659,800
2017$2,017,211$528,710▲ $350,870-$2,803,791
2016$1,850,469$69,208▲ $173,253-$2,017,211
2015$1,758,204$186,195▼ $47,330-$1,850,469
Compensation and Service Providers

Employees

NameTitleOtherTotal
Patricia Kunz Howard Phd Rn Cen CEna President$65,000$65,000
Jeff Solheim Msn Rn Cen Tcrn CfrEna Immediate Past President$5,000$5,000

Board Members and Trustees

NameTitle
James J Hoelz Ms Rn Cen FaenChairperson-elect
Mickey Forness Bs Rn CenChairperson-elect
Steven J Jewell Bsn Rn Cen CpePast Chairperson
Khay Douangdara Msn Rn CpenEna President Appointee
Jackie M Taylor-wynkoop Msn RnPresidential Appointee
Dan Smith Rn Bsn Cen CfrnCorporate Trustee-at-large
Michael Loughran BaCorporate Trustee-at-large
Steve BellisariCorporate Trustee-at-large
Bill Miller Bsn Rn Phrn Nremit-pMember Trustee-at-large
Nancy Mannion Bonalumi Dnp Ms RnMember Trustee-at-large
Sally K Snow Bsn Rn Cpen FaenMember Trustee-at-large
Thelma Kuska Bsn Rn Cen FaenMember Trustee-at-large
Terrence SykesChief Development Officer
Nancy Macrae MsChief Executive Officer
James R Fetty CPAChief Financial Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$574,942
Program Service Revenue
$0
Investment Income
$99,171
Other Revenue
$27,339
All Other Contributions
$549,892
Change in Net Assets
$153,224

Audited Revenue Reconciliation

Revenue per Audited Statements
$698,452
Revenue Not Reported on Financial Statements
$3,000
Revenue Not Reported on Form 990
$915,150
Total Revenue per Audited Statements
$1,613,602
Total Revenue per Form 990
$701,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$461,519
Other Expenses$86,709
Total Fundraising Expense$19,991
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$456,519--$456,519
Fees for Services Other-$25,409-$25,409
Travel-$22,236$1,026$23,262
Other Expenses-$504$6,400$6,904
Fees for Services Accounting-$6,610-$6,610
Grants to Domestic Orgs$5,000--$5,000
Office Expenses-$3,678$1,256$4,934
Fees for Service Investment Mgmnt Fees-$3,000-$3,000
Depreciation Depletion-$2,018-$2,018
Fees for Services Legal-$870-$870
Insurance-$480-$480
Total Functional Expenses$461,519$66,718$19,991$548,228

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$927,247
Total Expenses per Form 990$548,228
Expenses per Audited Statements$545,228
Expenses Not Reported on Form 990$382,019
Expenses Not Reported on Financial Statements$3,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Emergency Medicine FoundationIrving, TX-Joint Research$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,339
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Emergency Nursing Conference$52,389$27,339-$27,339
Total Events$52,389$27,339-$27,339
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The copy of the form 990 will be provided, prior to it's filing, to the enaf board of trustees. The form 990 will then be reviewed by the trustees during a scheduled meeting. After the review the trustees will make adjustments as appropriate and then approve the form 990 for filing.

Form 990, Part VI, Section B, Line 12C

All members of the enaf boards and volunteers will submit a conflict of interest statement, at the commencement of their term and annually thereafter. The chief development officer will be responsible for securing each of the conflict of interest statements and for maintaining the file of same.

Form 990, Part VI, Section B, Line 15

Hr consultants complete an independent competitive market compensation analysis for the chief executive officer and senior leadership positions. For the chief executive officer position the board reviews this information. The chief executive officer and human resources department review the information for the senior leadership positions. The board reviews the competitive market data and compensation strategy to determine that compensation levels are appropriate. Staff is not present for the conversations as they pertain to the chief executive officer. Stipends for board officers are reviewed no less than every two years, using benchmark data of comparable associations.

Form 990, Part VI, Section C, Line 19

Enafs governing documents, conflict of interest policy, independent annual audit and form 990 are available upon request. Enaf's form 990 is also available to the public at www.guidestar.org.

Filing and Contact Details

Filer

Filer Name
Ena Foundation
EIN
36-3746084
Phone
8474604000
Address
930 E WOODFIELD ROAD, SCHAUMBURG, IL 60173

Signing Officer

Name
Nancy Macrae
Title
Chief Executive Officer
Phone
8474604000
Signed
2020-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Macrae
Formed
1991
Legal Domicile
Il
Voting Board Members
15
Independent Board Members
14
Employees
0
Volunteers
30

Preparer

Firm
Mueller & Co Llp
Address
1707 N RANDALL RD STE 200, ELGIN, IL 60123
Preparer
Gregory F Kash
Phone
8478888600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Enaf is exempt from federal and state income taxes under internal revenue code section 501(c)(3). Management has concluded that as of december 31, 2019 and 2018, there were no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. The organization would account for any potential interest or penalties related to possible future liabilities for unrecognized income tax benefits as income tax expense. The organization is no longer subject to examination by federal, state or local tax authorities for periods before 2016. Based on the evaluation of the association's tax positions, management believes all positions taken would be upheld under an examination; therefore, no provision for the effects of uncertain tax positions has been recorded for the years ended december 31, 2019 and 2018.

Part V, Line 4

To generate sufficient income to support the ena foundation programs while preserving the related principal

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IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER TRUSTEE-AT-LARGE
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IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIRPERSON-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF DEVELOPMENT OFFICER
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToOrgInd00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NANCY MACRAE
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IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTSENA FOUNDATION AWARDED $7,500 IN FUNDING FOR RESEARCH GRANTS.THREE SEED GRANTS IN THE AMOUNT OF $500 EACH WERE GRANTED TO THE FOLLOWING PROJECTS.WHAT'S THAT SOUND? EXPLORING THE USE OF MUSIC IN AN ADULT EMERGENCY DEPARTMENT DURING SIMPLE PROCEDURES TO REDUCE PATIENT REPORTED PAIN AND ANXIETY.IMPACT ON EFFICIENCY OF EMERGENCY CARE DELIVERED WHEN RNS ASSIGNED BOARDING PATIENTS IN THE ED.ORGANIZATIONAL CHANGE AND EMERGENCY NURSE BURNOUT PERCEPTIONS.$6,000 WAS AWARDED TO THE PROJECT TITLED, FRAILTY SCORES/O2 REDUCTION POTENTIAL IN ACUTELY INJURED TRAUMA PATIENTS AS THE ENA FOUNDATION AND SIGMA THETA TAU INTERNATIONAL JOINT RESEARCH GRANT.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt012500
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IRS990ScheduleD/RevenueSubtotalAmt0698452

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$0.11$5.47$0.90$0.72$0.19
2023Detailed filing. Detailed filing data is available for this year.$5.11$0.02$5.09$0.68$0.62$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.76$0.01$4.75$1.14$0.55$0.59
2021Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.24$1.10$0.49$0.61
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.03$4.24$0.73$0.73$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.92$0.02$3.90$0.70$0.55$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.01$3.21$0.78$0.55$0.24
2017Detailed filing. Detailed filing data is available for this year.$3.39$0.02$3.37$0.58$0.45$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.91$0.01$2.90$0.53$0.39$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.01$2.60$0.64$0.35$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.01$2.43$0.53$0.34$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.45$0.29$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.02$1.98$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.02$1.69$0.31