Ohio
Ohio

Finance Committee Report

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By: Kathy, Peppe, MS, RN, FAAN − Chair

Committee Members

Kathy, Peppe, MS, RN, FAAN (Chair)
Barbara J Daly, PhD, RN, FAAN (Co-Chair and Treasurer)
Deborah Arms, PhD, RN ( Board Liaison)
Bob Bowers, BSN, RN
Ken Fry, MBA, MSN, RN, PCCN, CIC, NE-BC
Sharon Hrina ,MSN, RN
Prudence Musser, MSN, RN
Wynne Simpkins, MS (ret).

2024 Accomplishments

  • 501(c)6 tax exempt status achieved from IRS – effective back to June 2, 2023.
  • ANA-Ohio Form 990 IRS first tax return submitted.
  • Prepared FY 2024-25 Budget including reserve funds for Board approval.
  • Ngage contract for management services and our new ED.
  • Policy statement approved by Board of Directors: Sponsorships, Exhibitors, Advertising and Donations.

2025 Goals

  1. Grow revenues, particularly non-dues source.
  2. Draft and monitor approved budget.
  3. Monitor contracts.
  4. Succession planning for committee chair, treasurer and members.
  5. Implement changes recommended by CPA following first fiscal review.

Content of this article has been developed in collaboration with the referenced State Nursing Association.

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