AO NORTH AMERICA INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AO NORTH AMERICA INC (EIN 37-1901892)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202533169349300303
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T08:50:11-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371901892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AO NORTH AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AONO | BusinessNameControlTxt |
| Phone | 6109935121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 DEVON PARK DRIVE 820 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN RICHARDS | PersonNm |
| Person Title | VP OF FINANCE & OPERATIONS | PersonTitleTxt |
| Phone | 6109935121 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER JONES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 DEVON PARK DRIVE 820 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,819,291 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AONA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2019 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO BENEFIT, SUPPORT, AND CARRY OUT THE PURPOSES OF AO NORTH AMERICA CHARITABLE FUND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 508 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,345,810 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,672,091 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $167,841 | PYInvestmentIncomeAmt |
| CY Investment Income | $147,200 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $17,513,651 | PYTotalRevenueAmt |
| CY Total Revenue | $17,819,291 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,989,826 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,333,778 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,921,330 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,106,971 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,641,711 | PYOtherExpensesAmt |
| CY Other Expenses | $11,152,416 | CYOtherExpensesAmt |
| PY Total Expenses | $16,552,867 | PYTotalExpensesAmt |
| CY Total Expenses | $17,593,165 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $960,784 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $226,126 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,603,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,821,583 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,957,479 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,949,052 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,646,405 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,872,531 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROMOTING EXCELLENCE IN PATIENT CARE AND OUTCOMES IN TRAUMA AND MUSCULOSKELETAL DISORDERS BY:- IMPROVING PERFORMANCE THROUGH EDUCATION- OPTIMIZING CLINICAL TREATMENT PATHWAYS AND GUIDELINES- PROMOTING INNOVATION THROUGH RESEARCH AND DEVELOPMENTOUR PURPOSE IS TO SERVE AS A CREDIBLE AND VALIDATED RESOURCE FOR CONTINUING PROFESSIONAL DEVELOPMENT IN NORTH AMERICA, SPECIFICALLY FOR ORTHOPEDIC TRAUMA, SPINE, CRANIOMAXILLOFACIAL, AND VETERINARY SURGEONS. WE PROVIDE SOLUTIONS THAT FACILITATE AND ENABLE LEARNING FROM AND WITH EACH OTHER. BY DOING SO, WE BUILD A COMMUNITY THAT FOSTERS THE AO SPIRIT OF CAMARADERIE AND ENCOURAGES THE EXCHANGE OF KNOWLEDGE AND EXPERTISE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,954,650 | ExpenseAmt |
| Grant | $31,387 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | AO NORTH AMERICA, INC IS A NONPROFIT ORGANIZATION DEDICATED TO SUPPORTING OUR MEMBER SPECIALTIES THROUGH EDUCATION, MENTORSHIP, AND RESEARCH FOCUSED ON THE BEST OUTCOMES FOR PATIENTS. AO NORTH AMERICA SUPPORTS A SIGNIFICANT NUMBER OF EDUCATIONAL EVENTS IN VARIOUS FORMATS, COVERING ALL ASPECTS OF SURGERY AND REACHING OUT TO SURGEONS AT EVERY STAGE OF THEIR CAREERS, AND ALSO PROVIDES GRANTS TO AO NORTH AMERICA CHARITABLE FUND FOR RESEARCH AND FELLOWSHIP ACTIVITIES. EDUCATION AND COMMUNITY DEVELOPMENT: AO NORTH AMERICA (AO NA) IS A LEADING PROVIDER OF EDUCATIONAL EVENTS IN THE UNITED STATES AND CANADA, IN VARIOUS FORMATS, COVERING ALL ASPECTS OF THE ORTHOPAEDIC, SPINE, CRANIOMAXILLOFACIAL, AND VETERINARY SURGERY. THE ORGANIZATION ALSO REACHES OUT TO SURGEONS AT EVERY STAGE OF THEIR CAREERS. THE ORGANIZATION OFFERED 119 EDUCATIONAL EVENTS LAST YEAR. A TOTAL OF 6,036 PARTICIPANTS ATTENDED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,270,929 | ExpenseAmt |
| Grant | $2,212,995 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FELLOWSHIP: AONA ADMINISTERS A COMPREHENSIVE FELLOWSHIP PROGRAM. AONA OFFERS INTENSIVE OPPORTUNITIES FOR FULLY TRAINED ORTHOPEDISTS AND NEUROLOGISTS INTERESTED IN SURGERY. IN ADDITION, AONA PROVIDES FUNDING TO AONA CF FOR AN ADDITIONAL FELLOWSHIP PROGRAM. AONA, INC AND AONA CF PROVIDED FUNDING FOR 194 FELLOWS LAST YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $197,675 | ExpenseAmt |
| Grant | $89,396 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCH: AO NORTH AMERICA PROVIDES GRANTS TO ORGANIZATIONS TO SUPPORT RESEARCH STUDIES IN THE ORTHOPEODIC FIELD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,423,254 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN RICHARDS VP OF FINANCE OPE | PersonNm |
| Phone | 4845313182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 DEVON PARK DRIVE SUITE 820 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MILTON CHIP ROUTT | |||||||||
| PRESIDENT (UNTIL 08/2024) | 10.00 | 0.50 | Yes (X) | Yes (X) | $0 | $16,267 | $0 | ||
| MARK LEE | |||||||||
| PRESIDENT (AS OF 08/2024) | 10.00 | 0.50 | Yes (X) | Yes (X) | $0 | $12,089 | $0 | ||
| AMY KAPATKIN | |||||||||
| CHAIRMAN | 10.00 | 0.50 | Yes (X) | Yes (X) | $0 | $10,000 | $0 | ||
| DENIS MARCELLIN-LITTLE | |||||||||
| TREASURER | 10.00 | 0.50 | Yes (X) | Yes (X) | $0 | $5,000 | $0 | ||
| DANIEL SCIUBBA | |||||||||
| TREASURER (AS OF 07/2024) | 10.00 | 0.50 | Yes (X) | Yes (X) | $0 | $5,000 | $0 | ||
| ALAN S HERFORD | |||||||||
| SECRETARY | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $5,000 | $0 | ||
| MICHAEL SUK | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $5,000 | $0 | |||
| TIMOTHY ACHOR | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $370 | $0 | |||
| JOHN FRANCE | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER WOLFF JONES | |||||||||
| EXECUTIVE DIRECTOR | 37.50 | 0.50 | Yes (X) | $318,325 | $0 | $19,308 | |||
| KAREN RICHARDS | |||||||||
| VP OF FINANCE & OPERATIONS | 37.00 | 0.50 | Yes (X) | $192,958 | $0 | $32,824 | |||
| CHITRA SUBRAMANIAM | |||||||||
| CHIEF LEARNING OFFICER | 37.50 | 0.00 | $286,936 | $0 | $28,933 | Yes (X) | |||
| ANDREA MOWER | |||||||||
| CHIEF HUMAN RESOURCE OFFICER | 37.50 | 0.00 | $193,944 | $0 | $35,016 | Yes (X) | |||
| CANDIDA TAI | |||||||||
| MARKETING DIRECTOR | 37.50 | 0.00 | $124,246 | $0 | $1,109 | Yes (X) | |||
| DORENE WINTERS | |||||||||
| SR. EDUCATIONAL DEVELOPMENT MANAGER | 37.50 | 0.00 | $118,727 | $0 | $34,179 | Yes (X) | |||
| BRENDA LOWRY | |||||||||
| SR. EDUCATIONAL DEVELOPMENT MANAGER | 37.50 | 0.00 | $115,367 | $0 | $37,053 | Yes (X) | |||
| DIANA WILSON | |||||||||
| MEETING MANAGER | 37.50 | 0.00 | $105,311 | $0 | $7,539 | Yes (X) | |||
| MATTHEW BRANDEL | |||||||||
| IT DIRECTOR | 37.50 | 0.00 | $104,292 | $0 | $6,816 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,560,106 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $58,726 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $202,777 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADCOM WORLDWIDE | |||||
| 16600 E 3RD DR UNIT 26 | AURORA | CO | 80011 | SHIPPING | $545,954 |
| HTC GLOBAL SERVICES INC | |||||
| 3270 W BIG BEAVER RD | TROY | MI | 48084 | SOFTWARE DEVELOPMENT | $239,384 |
| AMERICAN RIVER LOGISTICS | |||||
| PO BOX 56346 | ATLANTA | GA | 30343 | SHIPPING | $123,853 |
| EFFECTIVE DATABASE MANAGEMENT | |||||
| 17820 JULIE ANN COURT | HAMILTON | VA | 20158 | CONSULTING SERVICES | $106,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $17,672,091 | AllOtherContributionsAmt |
| Total Contributions | $17,672,091 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,200 | TotalRevenueColumnAmt |
| Exclusion | $147,200 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,819,291 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $147,200 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,310,796 | TotalAmt |
| Program Services | $2,310,796 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,982 | TotalAmt |
| Program Services | $22,982 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,108,243 | TotalAmt |
| Program Services | $997,419 | ProgramServicesAmt |
| Management And General | $110,824 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,262,234 | TotalAmt |
| Program Services | $1,844,134 | ProgramServicesAmt |
| Management And General | $418,100 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,485 | TotalAmt |
| Program Services | $75,540 | ProgramServicesAmt |
| Management And General | $17,945 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,196 | TotalAmt |
| Program Services | $253,764 | ProgramServicesAmt |
| Management And General | $52,432 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,813 | TotalAmt |
| Program Services | $283,274 | ProgramServicesAmt |
| Management And General | $53,539 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,182 | TotalAmt |
| Program Services | $38,182 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,785 | TotalAmt |
| Management And General | $26,785 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,853 | TotalAmt |
| Program Services | $524,437 | ProgramServicesAmt |
| Management And General | $84,416 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,458 | TotalAmt |
| Program Services | $500,953 | ProgramServicesAmt |
| Management And General | $58,505 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206,945 | TotalAmt |
| Program Services | $1,186,950 | ProgramServicesAmt |
| Management And General | $19,995 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,287,190 | TotalAmt |
| Program Services | $1,144,063 | ProgramServicesAmt |
| Management And General | $143,127 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,742 | TotalAmt |
| Program Services | $264,408 | ProgramServicesAmt |
| Management And General | $47,334 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,399,623 | TotalAmt |
| Program Services | $1,273,975 | ProgramServicesAmt |
| Management And General | $125,648 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,808 | TotalAmt |
| Program Services | $199,808 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,823 | TotalAmt |
| Program Services | $67,823 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,852 | TotalAmt |
| Management And General | $6,852 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD | $2,937,561 | $2,937,561 |
| LAB SUPPLIES | $999,938 | $999,938 |
| COURSE EXPENSES | $590,877 | $590,877 |
| PARTICIPANT COSTS | $433,866 | $433,866 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,913 | TotalAmt |
| Program Services | $472,504 | ProgramServicesAmt |
| Management And General | $4,409 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,593,165 | TotalAmt |
| Program Services | $16,423,254 | ProgramServicesAmt |
| Management And General | $1,169,911 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,147,652 | BOYAmt |
| EOY | $3,409,669 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,413 | BOYAmt |
| EOY | $631,654 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,338 | BOYAmt |
| EOY | $954,005 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,400,776 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,315,449 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,778 | BOYAmt |
| EOY | $85,327 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,144,959 | BOYAmt |
| EOY | $3,276,721 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,367,744 | BOYAmt |
| EOY | $4,464,207 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,603,884 | BOYAmt |
| EOY | $12,821,583 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,396,019 | BOYAmt |
| EOY | $2,915,647 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,214 | BOYAmt |
| EOY | $2,590 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,273,246 | BOYAmt |
| EOY | $1,030,815 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,957,479 | BOYAmt |
| EOY | $3,949,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,646,405 | BOYAmt |
| EOY | $8,872,531 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,646,405 | BOYAmt |
| EOY | $8,872,531 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,603,884 | BOYAmt |
| EOY | $12,821,583 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $226,126 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AO NORTH AMERICA CHARITABLE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830890149 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,400,776 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,315,449 | DepreciationAmt |
| Book Value | $85,327 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $85,327 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $3,562,948 |
| RIGHT-OF-USE ASSET, OPERATING | $901,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,464,207 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE PAYABLE | Desc |
| Amt | $1,030,815 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,030,815 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,819,291 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,819,291 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,819,291 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,593,165 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,593,165 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,593,165 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT DECEMBER 31, 2024 AND 2023. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN GENERAL AND ADMINISTRATIVE EXPENSES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (87 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AUGUSTA UNIVERSITY RESEARCH INSTITUTE INC | |||||||||
| PO BOX 94552 | ATLANTA | GA | 303945552 | 581418202 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||||
| 485 BROADWAY MAIL CODE 8838 | REDWOOD CITY | CA | 94063 | 941156365 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | |
| BROWN UNIVERSITY | |||||||||
| 1 KETTTLE POINT AVE ATTN EREN KURIS | EAST PROVIDENCE | RI | 02914 | 050400128 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| CAROLINAS MEDICAL CENTER | |||||||||
| ATTN KATHERINE SCHMITT 208 EAST | CHARLOTTE | NC | 28203 | 566060481 | 501(C)(3) | $50,000 | $0 | FELLOWSHIP | BOULEVARD |
| CEDARS-SINAI MEDICAL CENTER | |||||||||
| 8700 BEVERLY BLVD SUITE 1150 | LOS ANGELES | CA | 90048 | 951644600 | 501(C)(3) | $74,730 | $0 | RESEARCH | |
| CLEVELAND CLINIC | |||||||||
| CLEVELAND CLINIC HEALTH SYSTEMS | CLEVELAND | OH | 44195 | 340714553 | 501(C)(3) | $22,500 | $0 | FELLOWSHIP | 9500 EUCLID AVENUE S40 |
| DETROIT MEDICAL CENTER WAYNE STATE UNIVERSITY | |||||||||
| 5700 CASS AVE SUITE 4100 AAB | DETROIT | MI | 48202 | 386028429 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | |
| DETROIT TRAUMA FELLOWSHIP | |||||||||
| DEPT OF ORTHOPAEDIC SURGERY 3990 | DETROIT | MI | 48201 | 802500614 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | JOHN R |
| DUKE UNIVERSITY | |||||||||
| DUKE UNIV ACCOUNTS RECEIVABLE | CHARLOTTE | NC | 28260 | 560532129 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | LOCKBOX PO BOX 602651 |
| EMORY UNIVERSITY | |||||||||
| JAMES FULTON 1599 CLINTON ROAD | ATLANTA | GA | 303224250 | 580566256 | 501(C)(3) | $10,000 | $0 | RESEARCH | |
| ENUVAL | |||||||||
| PO BOX 2485 | VANCOUVER | WA | 98668 | 844567408 | 501(C)(3) | $20,000 | $0 | RESEARCH | |
| HOSPITAL FOR SPECIAL SURGERY | |||||||||
| 535 EAST 70TH STREET BELAIRE STE 9J | NEW YORK | NY | 10021 | 131624135 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||
| 5 E 95TH ST ROOM 908 | NEW YORK | NY | 10029 | 136171197 | 501(C)(3) | $45,000 | $0 | FELLOWSHIP | |
| INDIANA UNIVERSITY | |||||||||
| DEPT 78867 PO BOX 7800 | DETROIT | MI | 482780867 | 356001673 | 501(C)(3) | $65,000 | $0 | FELLOWSHIP | |
| JOHNS HOPKINS UNIVERSITY | |||||||||
| 600 N WOLFE STREET ROOM 381 | BALTIMORE | MD | 21205 | 520595110 | 501(C)(3) | $43,000 | $0 | RESEARCH | |
| KECK SCHOOL OF MEDICINE OF USC | |||||||||
| 3500 S FIGUREROA ST SUITE 102 | LOS ANGELES | CA | 900898001 | 951642394 | 501(C)(3) | $27,500 | $0 | RESEARCH | |
| LOUISIANA STATE UNIVERSITY | |||||||||
| ATTN DAVID KIM 1501 KINGS HIGHWAY | SHREVEPORT | LA | 71103 | 726087770 | 501(C)(3) | $8,000 | $0 | FELLOWSHIP | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||
| YAWKEY CENTER FOR OUTPATIENT CARE55 | BOSTON | MA | 02114 | 041564655 | 501(C)(3) | $8,000 | $0 | FELLOWSHIP | FRUIT ST SUITE 3C |
| MAYO CLINIC | |||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | 501(C)(3) | $52,500 | $0 | FELLOWSHIP | |
| MAYO DEPARTMENT OF ORTHOPEDIC SURGERY | |||||||||
| MAYO CLINIC 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | 170(B)(1)(A)(III) | $7,500 | $0 | FELLOWSHIP | |
| METROHEALTH MEDICAL CENTER | |||||||||
| CASE WESTERN RESERVE UNIVERSITY | CLEVELAND | OH | 44109 | 346004382 | 509(A)(2) | $25,000 | $0 | FELLOWSHIP | 2500 METROHEALTH DRIVE |
| NORTH SHORE UNIVERSITY HOSPITAL | |||||||||
| 300 COMMUNITY DR | MANHASSET | NY | 11030 | 111562701 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| NORTHWESTERN UNIVERSITY | |||||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | 362167817 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| ORTHOCAROLINA SPINE CENTER | |||||||||
| 2001 RANDOLPH RD | CHARLOTTE | NC | 28207 | 561093722 | 509(A)(2) | $45,000 | $0 | FELLOWSHIP | |
| ORTHOINDY | |||||||||
| 8450 NORTHWEST BLVD | INDIANAPOLIS | IN | 46278 | 561093722 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | |
| R ADAMS COWLEY SHOCK TRAUMA CENTER | |||||||||
| 11 S PACA ST SUITE 500 | BALTIMORE | MD | 21201 | 521119350 | 501(C)(3) | $50,000 | $0 | FELLOWSHIP | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||
| 2233 POST ST 3RD FLOOR | SAN FRANCISCO | CA | 94115 | 946036493 | 170(B)(1)(A)(III) | $10,000 | $0 | FELLOWSHIP | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS | |||||||||
| ONE SHIELDS AVE | DAVIS | CA | 95616 | 946036494 | 501(C)(3) | $10,000 | $0 | RESEARCH | |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | |||||||||
| 450 MCNAMARA ALUMNI CENTER 200 OAK | MINNEAPOLIS | MN | 55455 | 416007513 | 501(C)(3) | $24,000 | $0 | FELLOWSHIP | ST |
| RHODE ISLAND HOSPITAL | |||||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | 050258954 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| RUSH UNIVERSITY - NEUROSURGERY | |||||||||
| 1700 W VAN BUREN ST STE 265 | CHICAGO | IL | 60612 | 362174823 | 501(C)(3) | $22,500 | $0 | FELLOWSHIP | |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||||
| 1700 W VAN BUREN ST STE 265 | CHICAGO | IL | 60612 | 362174823 | 501(C)(3) | $22,500 | $0 | FELLOWSHIP | |
| RUTGERS HEALTH NJ MEDICAL SCHOOL | |||||||||
| 65 BERGEN ST SS BUILDING ROOM 1423 | NEWARK | NJ | 07103 | 237318742 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | |
| SAINT LOUIS UNIVERSITY | |||||||||
| 3700 WEST PINE MALL SUITE 357 | ST LOUIS | MO | 631083306 | 430654872 | 501(C)(3) | $12,500 | $0 | FELLOWSHIP | |
| SAN DIEGO SPINE FOUNDATION | |||||||||
| 6190 CORNERSTONE CT E SUITE 212 | SAN DIEGO | CA | 92121 | 201863911 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| SCIENTIFIC EDUCATION & RESEARCH FOUNDATION | |||||||||
| 9005 GRANT STREET SUITE 200 | THORNTON | CO | 80229 | 841572158 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| SHOCK TRAUMA ASSOCIATE PA | |||||||||
| ATTN SHIRLEY LYNOTT 11 S PACA ST | BALTIMORE | MD | 21201 | 521119350 | 501(C)(3) | $9,000 | $0 | FELLOWSHIP | SUITE 500 |
| ST LOUIS UNIVERSITY SCHOOL OF MEDICINE | |||||||||
| 3700 WEST PINE MALL SUITE 357 | ST LOUIS | MO | 631083306 | 430654872 | 501(C)(3) | $12,500 | $0 | FELLOWSHIP | |
| SWEDISH NEUROSCIENCE INSTITUTE | |||||||||
| 550 17TH AVE SUITE 540 | SEATTLE | WA | 98122 | 222480896 | 501(C)(3) | $45,000 | $0 | FELLOWSHIP | |
| TAMPA GENERAL HOSPITAL | |||||||||
| 5 TAMPA GENERAL CIRCLE STE 710 | TAMPA | FL | 33606 | 237354477 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | |
| THE CURATORS OF THE UNIV OF MISSOURI | |||||||||
| 118 UNIVERSITY HALL | COLUMBIA | MO | 65211 | 266440629 | 501(C)(3) | $35,000 | $0 | FELLOWSHIP & REASEARCH | |
| THE MEDICAL COLLEGE OF WISCONSIN | |||||||||
| 8701 W WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | 390806261 | 501(C)(3) | $30,000 | $0 | FELLOWSHIP | |
| THE OHIO STATE UNIVERSITY | |||||||||
| 241 W 11TH AVENUE | COLUMBUS | OH | 43210 | 316025986 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||
| 2521 STOCKTON BLVD 7200 | SACRAMENTO | CA | 95817 | 946036493 | 170(B)(1)(A)(II) | $7,500 | $0 | FELLOWSHIP | |
| THE SPIEGEL CENTER | |||||||||
| ATTN JEFFREY SPIEGEL 335 BOYLSTON | NEWTOWN | MA | 02459 | 464744652 | 501(C)(3) | $10,000 | $0 | FELLOWSHIP | ST |
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||||
| LOW MEMORIAL LIBRARY 535 W 116TH ST | NEW YORK | NY | 10027 | 135598093 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | |||||||||
| POST AWARD FINANCE PO BOX 301418 | DALLAS | TX | 75303 | 741761309 | 501(C)(3) | $15,638 | $0 | FELLOWSHIP & REASEARCH | |
| TRAUMA & EMERGENCY SUSPECIALTY SURGEONS | |||||||||
| 1745 SHEA CENTER DRIVE SUITE 400 | HIGHLANDS RANCH | CO | 80129 | 455517022 | 7701(A)(3 | $7,200 | $0 | FELLOWSHIP | |
| TRUSTEES OF INDIANA UNIVERSITY | |||||||||
| DEPT 78867 PO BOX 7800 | DETROIT | MI | 482780867 | 356001674 | 501(C)(3) | $14,500 | $0 | RESEARCH | |
| UC DAVIS | |||||||||
| ONE SHIELDS AVE | DAVIS | CA | 95616 | 943067788 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | |
| UC REGENTS | |||||||||
| ATTN ERIN HUBBARD 2521 STOCKTON | SACRAMENTO | CA | 95817 | 956006144 | 501(C)(3) | $22,500 | $0 | FELLOWSHIP | BLVD 7200 |
| UC SAN DIEGO | |||||||||
| 200 W ARBOR DR MC 7894 | SAN DIEGO | CA | 92103 | 956006144 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | |
| UNIVERSITY AT BUFFALO NEUROSURGERY INC | |||||||||
| 1010 MAIN STREET 2ND FLOOR | BUFFALO | NY | 14202 | 030445678 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||||
| DEPT OF ORTHOPAEDIC SURGERY 510 | BIRMINGHAM | AL | 35294 | 636005396 | 501(C)(3) | $55,000 | $0 | FELLOWSHIP | 20TH STREET SOUTH |
| UNIVERSITY OF CALIFORNIA DAVIS HEALTH | |||||||||
| ONE SHIELDS AVE | DAVIS | CA | 95616 | 946036494 | 501(C)(3) | $17,500 | $0 | RESEARCH | |
| UNIVERSITY OF CALIFORNIA DAVIS | |||||||||
| ONE SHIELDS AVE | DAVIS | CA | 95616 | 946036494 | 501(C)(3) | $20,000 | $0 | RESEARCH | |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||
| 9500 GILMAN DR MC0953 | LA JOLLA | CA | 920930953 | 956006144 | 501(C)(3) | $9,881 | $0 | RESEARCH | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||
| UCSF MAIN DEPOSITORY PO BOX 748872 | LOS ANGELES | CA | 900744872 | 946036493 | 501(C)(3) | $80,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OF CINCINNATI | |||||||||
| 2600 CLIFTON AVE | CINCINNATI | OH | 45221 | 316000989 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OF FLORIDA | |||||||||
| 1523 UNION RD ROOM 207 | GAINESVILLE | FL | 326111941 | 596002052 | 501(C)(3) | $35,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OF MARYLAND BALTIMORE | |||||||||
| 22 S GREENE ST | BALTIMORE | MD | 21201 | 526002033 | 501(C)(3) | $45,000 | $0 | RESEARCH | |
| UNIVERSITY OF MICHIGAN | |||||||||
| 1515 E HOSPITAL DR TOWSLEY CENTER | ANN ARBOR | MI | 481095222 | 386006309 | 501(C)(3) | $9,000 | $0 | FELLOWSHIP | G1100 |
| UNIVERSITY OF MINNESOTA | |||||||||
| 450 MCNAMARA ALUMNI CENTER | MINNEAPOLIS | MN | 55455 | 416007513 | 501(C)(3) | $31,500 | $0 | FELLOWSHIP | |
| UNIVERSITY OF MISSISSIPPI MEDICAL CENTER | |||||||||
| 2500 N STATE ST | JACKSON | MS | 39216 | 646008520 | 501(C)(3) | $50,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OF MISSOURI - COLUMBIA | |||||||||
| UNIVERSITY OF MISSOURI AR PO BOX | KANSAS CITY | MO | 641807012 | 436003859 | 501(C)(3) | $40,000 | $0 | FELLOWSHIP | 807012 |
| UNIVERSITY OF OKLAHOMA | |||||||||
| 4502 E 41ST ST SUITE 2B32 | TULSA | OK | 74135 | 736091755 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OF PITTSBURGH | |||||||||
| 3471 FIFTH AVENUE SUITE 1000 | PITTSBURGH | PA | 15213 | 232919472 | 501(C)(3) | $27,500 | $0 | FELLOWSHIP\RESEARCH | |
| UNIVERSITY OF PITTSBURGH MEDICAL CENTER | |||||||||
| 3471 FIFTH AVENUE SUITE 1000 | PITTSBURGH | PA | 15213 | 232919472 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||
| UNIVERSITY GARDENS BLDG SUITE 205 | LOS ANGELES | CA | 900898006 | 951642394 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OF TENNESSEE COLLEGE OF MEDICINE AT CHATTANOOGA | |||||||||
| 975 EAST 3RD STREET HOSPITAL BOX | CHATTANOOGA | TN | 37403 | 621497360 | 501(C)(3) | $50,000 | $0 | FELLOWSHIP | 260 |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | |||||||||
| POST AWARD FINANCE PO BOX 301418 | DALLAS | TX | 75303 | 741761309 | 501(C)(3) | $50,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OF UTAH ORTHOPAEDIC CENTER | |||||||||
| 590 WAKARA WAY ATTN KATIE ALLEN | SALT LAKE CITY | UT | 84108 | 876000525 | 501(C)(3) | $65,000 | $0 | RESEARCH | |
| UNIVERSITY OF WASHINGTON ORTHOPAEDICS | |||||||||
| 12455 COLLECTIONS DRIVE | CHICAGO | IL | 606930001 | 916001537 | 170(B)(1)(A)(V) | $25,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OF WASHINGTON | |||||||||
| 12455 COLLECTIONS DRIVE | CHICAGO | IL | 606930001 | 916001537 | 170(B)(1)(A)(V) | $101,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OTOLARYNGOLOGY OF CNY LLP | |||||||||
| 750 E ADAMS STREET | SYRACUSE | NY | 13210 | 166076901 | $8,000 | $0 | FELLOWSHIP | ||
| UPMC DEPARTMENT OF NEUROLOGICAL SURGERY | |||||||||
| 3471 FIFTH AVENUE SUITE 1000 | PITTSBURGH | PA | 15213 | 232919472 | 501(C)(3) | $7,500 | $0 | FELLOWSHIP | |
| USC SPINE CENTER | |||||||||
| UNIVERSITY GARDENS BLDG SUITE 205 | LOS ANGELES | CA | 900898006 | 951642394 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||||
| 1215 21ST AVE SOUTH MCE SOUTH TOWER | NASHVILLE | TN | 37232 | 352528741 | 501(C)(3) | $50,000 | $0 | FELLOWSHIP | STE 4200 |
| VIRGINIA COMMONWEALTH UNIVERSITY | |||||||||
| 1200 EAST BROAD ST PO BOX 980153 | RICHMOND | VA | 23298 | 541581185 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | |
| VIRGINIA MASON MEDICAL CENTER | |||||||||
| 1100 9TH AVE MAILSTOP X7-NS | SEATTLE | WA | 98101 | 910565539 | 501(C)(3) | $35,000 | $0 | FELLOWSHIP\RESEARCH | |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | |||||||||
| MEREDITH BENTZ OFFICE OF SPONSORED | WINSTONSALEM | NC | 27157 | 223849199 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | PROGRAMS |
| WASHINGTON UNIVERSITY | |||||||||
| 700 ROSEDALE AVE CAMPUS BOX 1034 | ST LOUIS | MO | 63112 | 430653611 | 501(C)(3) | $32,500 | $0 | FELLOWSHIP | |
| WASHINGTON UNIVERSITY - ORTHOPEDICS | |||||||||
| 700 ROSEDALE AVE CAMPUS BOX 1034 | ST LOUIS | MO | 63112 | 430653611 | 501(C)(3) | $7,500 | $0 | FELLOWSHIP | |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||||
| 660 S EUCLID AVE BOX 8057 | ST LOUIS | MO | 63110 | 430653611 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | NEUROSURGERY |
| WEILL CORNELL MEDICAL COLLEGE | |||||||||
| DEPT OF NEUROLOGICAL SURGERY 525 | NEW YORK | NY | 10065 | 131623978 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | EAST 68TH STREET-BOX 99 |
| WEST VIRGINIA UNIVERSITY | |||||||||
| ATTN CINDY THOMPSON 3702 HEALTH | MORGANTOWN | WV | 265069196 | 556000842 | 170(B)(1)(A)(V) | $15,000 | $0 | FELLOWSHIP | SCIENCE CENTER SOUTH |
| YALE UNIVERSITY | |||||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | 911864328 | 501(C)(3) | $58,000 | $0 | FELLOWSHIP | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 86 | Total501c3OrgCnt |
| Total Other Org | 11 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIPS | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $22,982 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | AWARDED FELLOWSHIP PROGRAMS ARE RECOGNIZED BY THE FELLOWSHIP COMMITTEES BASED ON THE QUALITY OF THE PROGRAM STRUCTURE AND EDUCATIONAL CONTENT. THE COMMITTEE VALUES MENTORSHIP, VOLUME AND DEPTH OF EXPERIENCE, EDUCATIONAL FOCUS, AND ACADEMIA. THE FELLOWSHIP COMMITTEE IS RESPONSIBLE FOR EVALUATING THE APPLICATIONS FOR CLINICAL VOLUME, ACUITY, AND FACULTY NUMBER/EXPERTISE. THE AWARDED ORGANIZATIONS AND INDIVIDUALS ARE REQUIRED TO PROVIDE MID-YEAR AND FINAL EVALUATIONS, AS WELL AS A FINAL FINANCIAL REPORT. |
| PART I TOTAL GRANTS: | THE TOTAL GRANT AMOUNT REPORTED ON SCHEDULE I IS MORE THAN THE TOTAL AMOUNT REPORTED ON THE STATEMENT OF FUNCTIONAL EXPENSES (PAGE 10, PART IX, LINE 1A) DUE TO PRIOR ACCRUALS THAT WERE NOT PAID OUT DUE TO GRANT NOT SPENT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENNIFER WOLFF JONES | ||||||||||||||
| EXECUTIVE DIRECTOR | $300,325 | $0 | $18,000 | $0 | $0 | $0 | $16,629 | $0 | $2,679 | $0 | $337,633 | $0 | $11,830 | $0 |
| CHITRA SUBRAMANIAM | ||||||||||||||
| CHIEF LEARNING OFFICER | $272,986 | $0 | $13,950 | $0 | $0 | $0 | $15,112 | $0 | $13,821 | $0 | $315,869 | $0 | $14,301 | $0 |
| ANDREA MOWER | ||||||||||||||
| CHIEF HUMAN RESOURCE OFFICER | $180,494 | $0 | $13,450 | $0 | $0 | $0 | $10,207 | $0 | $24,809 | $0 | $228,960 | $0 | $9,715 | $0 |
| KAREN RICHARDS | ||||||||||||||
| VP OF FINANCE & OPERATIONS | $179,008 | $0 | $13,950 | $0 | $0 | $0 | $10,372 | $0 | $22,452 | $0 | $225,782 | $0 | $8,752 | $0 |
| DORENE WINTERS | ||||||||||||||
| SR. EDUCATIONAL DEVELOPMENT MANAGER | $117,027 | $0 | $1,700 | $0 | $0 | $0 | $6,674 | $0 | $27,505 | $0 | $152,906 | $0 | $6,270 | $0 |
| BRENDA LOWRY | ||||||||||||||
| SR. EDUCATIONAL DEVELOPMENT MANAGER | $113,667 | $0 | $1,700 | $0 | $0 | $0 | $6,624 | $0 | $30,429 | $0 | $152,420 | $0 | $6,270 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | EMPLOYEES ARE ELIGIBLE FOR INCENTIVE COMPENSATION. INCENTIVE COMPENSATION IS A LUMP SUM BONUS BASED UPON PERFORMANCE AND MET GOALS, AS WELL AS THE OVERALL CONTRIBUTION TO THE ORGANIZATION. EMPLOYEES ARE REQUIRED TO DEMONSTRATE EXEMPLARY BEHAVIOR AND EXCEPTIONAL WORK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AO NORTH AMERICA CHARITABLE FUND IS SOLE MEMBER OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE DIRECTORS SHALL BE APPOINTED BY THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | AS INDICATED ABOVE, THE SOLE MEMBER ELECT DIRECTORS TO THE BOARD. THE MEMBER SHALL BE ENTITLED TO ONE VOTE UPON EACH MATTER SUBMITTED TO A VOTE A MEETING OF THE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND CONTROLLER AND COMPARED TO MEETING NOTES AND ACTIVITY FOR THE YEAR TO ENSURE ACCURACY OF THE RETURN AND SHARED WITH THE AUDIT COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AONA ANNUALLY SHARES THE POLICY WITH OFFICERS, DIRECTORS, SURGEON VOLUNTEERS AND EMPLOYEES. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY. WE REQUIRE THAT ALL INDICATE IN WRITING THAT THEY HAVE REVIEWED AND UNDERSTAND THE POLICY. ALL ARE REQUIRED TO DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS. AONA GOES THROUGH A PROCESS TO RESOLVE ANY POTENTIAL CONFLICTS. THIS PROCESS INCLUDES ELEVATION OF ISSUES TO THE BOARD OF DIRECTORS IF NECESSARY. THERE ARE MULTIPLE LAYERS OF REVIEW. FIRST, THE COMPLIANCE DEPARTMENT STAFF, LED BY SR. MANAGER OF PROGRAMS, COMPLIANCE, REVIEWS ALL DISCLOSURES AND REPORTS TO THE ETHICS AND CONTENT VALIDATION SUBCOMMITTEE. THE SUBCOMMITTEE THEN REPORTS TO THE BOARD OF DIRECTORS. SHOULD THE CONFLICTED PERSON BE A BOARD DIRECTOR, THE OTHER DIRECTORS WOULD ENSURE THAT THE CONFLICTED PERSON DOES NOT PARTICIPATE IN DECISION-MAKING REGARDING THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE AUDIT COMMITTEE IS TASKED WITH DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION. THE COMMITTEE USES DATA ON COMPARABLE POSITIONS BASED ON PUBLICLY AVAILABLE INFORMATION TO ESTABLISH COMPENSATION THAT IS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY A PROCESS THAT INCLUDES A REVIEW OF COMPARABILTY DATA PROVIDED BY A COMPENSATION STUDY OR SURVEY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AO NORTH AMERICA CHARITABLE FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 DEVON PARK DRIVE SUITE 820 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830890149 | EIN |
| Primary Activities | FELLOWSHIP & RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |