2025-11-12T08:50:11-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 371901892 AO NORTH AMERICA INC AONO 6109935121 435 DEVON PARK DRIVE 820 WAYNE PA 19087 KAREN RICHARDS VP OF FINANCE & OPERATIONS 6109935121 2025-11-10 1 1 KERRI N BOGDA P00760402 7177404863 2025-11-10 2024 2025-03-06 01:10:19Z JENNIFER JONES 435 DEVON PARK DRIVE 820 WAYNE PA 19087 17819291 0 X WWW.AONA.ORG X 2019 PA TO BENEFIT, SUPPORT, AND CARRY OUT THE PURPOSES OF AO NORTH AMERICA CHARITABLE FUND. 8 6 45 508 0 0 17345810 17672091 0 0 167841 147200 0 0 17513651 17819291 2989826 2333778 0 0 3921330 4106971 0 0 0 9641711 11152416 16552867 17593165 960784 226126 12603884 12821583 3957479 3949052 8646405 8872531 X 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. 0 0 12954650 31387 0 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. 3270929 2212995 0 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. 197675 89396 0 RESEARCH: AO NORTH AMERICA PROVIDES GRANTS TO ORGANIZATIONS TO SUPPORT RESEARCH STUDIES IN THE ORTHOPEODIC FIELD. 16423254 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 22 0 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KAREN RICHARDS VP OF FINANCE OPE 4845313182 435 DEVON PARK DRIVE SUITE 820 WAYNE PA 19087 MILTON CHIP ROUTT PRESIDENT (UNTIL 08/2024) 10.00 0.50 X X 0 16267 0 MARK LEE PRESIDENT (AS OF 08/2024) 10.00 0.50 X X 0 12089 0 AMY KAPATKIN CHAIRMAN 10.00 0.50 X X 0 10000 0 DENIS MARCELLIN-LITTLE TREASURER 10.00 0.50 X X 0 5000 0 DANIEL SCIUBBA TREASURER (AS OF 07/2024) 10.00 0.50 X X 0 5000 0 ALAN S HERFORD SECRETARY 0.50 0.50 X X 0 5000 0 MICHAEL SUK DIRECTOR 0.50 0.50 X 0 5000 0 TIMOTHY ACHOR DIRECTOR 0.50 0.50 X 0 370 0 JOHN FRANCE DIRECTOR 0.50 0.50 X 0 0 0 JENNIFER WOLFF JONES EXECUTIVE DIRECTOR 37.50 0.50 X 318325 0 19308 KAREN RICHARDS VP OF FINANCE & OPERATIONS 37.00 0.50 X 192958 0 32824 CHITRA SUBRAMANIAM CHIEF LEARNING OFFICER 37.50 0.00 X 286936 0 28933 ANDREA MOWER CHIEF HUMAN RESOURCE OFFICER 37.50 0.00 X 193944 0 35016 CANDIDA TAI MARKETING DIRECTOR 37.50 0.00 X 124246 0 1109 DORENE WINTERS SR. EDUCATIONAL DEVELOPMENT MANAGER 37.50 0.00 X 118727 0 34179 BRENDA LOWRY SR. EDUCATIONAL DEVELOPMENT MANAGER 37.50 0.00 X 115367 0 37053 DIANA WILSON MEETING MANAGER 37.50 0.00 X 105311 0 7539 MATTHEW BRANDEL IT DIRECTOR 37.50 0.00 X 104292 0 6816 1560106 58726 202777 10 0 1 0 ADCOM WORLDWIDE 16600 E 3RD DR UNIT 26 AURORA CO 80011 SHIPPING 545954 HTC GLOBAL SERVICES INC 3270 W BIG BEAVER RD TROY MI 48084 SOFTWARE DEVELOPMENT 239384 AMERICAN RIVER LOGISTICS PO BOX 56346 ATLANTA GA 30343 SHIPPING 123853 EFFECTIVE DATABASE MANAGEMENT 17820 JULIE ANN COURT HAMILTON VA 20158 CONSULTING SERVICES 106000 4 17672091 17672091 147200 147200 17819291 0 0 147200 2310796 2310796 22982 22982 1108243 997419 110824 2262234 1844134 418100 93485 75540 17945 306196 253764 52432 336813 283274 53539 38182 38182 26785 26785 608853 524437 84416 559458 500953 58505 1206945 1186950 19995 1287190 1144063 143127 311742 264408 47334 1399623 1273975 125648 199808 199808 67823 67823 6852 6852 FOOD 2937561 2937561 LAB SUPPLIES 999938 999938 COURSE EXPENSES 590877 590877 PARTICIPANT COSTS 433866 433866 476913 472504 4409 17593165 16423254 1169911 0 5147652 3409669 175413 631654 680338 954005 2400776 2315449 87778 85327 2144959 3276721 4367744 4464207 12603884 12821583 2396019 2915647 288214 2590 1273246 1030815 3957479 3949052 X 8646405 8872531 8646405 8872531 12603884 12821583 226126 0 X 0 1 X 1 0 X X 1 AO NORTH AMERICA CHARITABLE FUND 830890149 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2400776 2315449 85327 85327 DUE FROM AFFILIATES 3562948 RIGHT-OF-USE ASSET, OPERATING 901259 4464207 OPERATING LEASE PAYABLE 1030815 1030815 X 17819291 0 17819291 0 17819291 17593165 0 17593165 0 17593165 PART X, LINE 2: 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. 1 AUGUSTA UNIVERSITY RESEARCH INSTITUTE INC PO BOX 94552 ATLANTA GA 303945552 581418202 501(C)(3) 15000 0 FELLOWSHIP BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 941156365 501(C)(3) 25000 0 FELLOWSHIP BROWN UNIVERSITY 1 KETTTLE POINT AVE ATTN EREN KURIS EAST PROVIDENCE RI 02914 050400128 501(C)(3) 15000 0 FELLOWSHIP CAROLINAS MEDICAL CENTER ATTN KATHERINE SCHMITT 208 EAST BOULEVARD CHARLOTTE NC 28203 566060481 501(C)(3) 50000 0 FELLOWSHIP CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BLVD SUITE 1150 LOS ANGELES CA 90048 951644600 501(C)(3) 74730 0 RESEARCH CLEVELAND CLINIC CLEVELAND CLINIC HEALTH SYSTEMS 9500 EUCLID AVENUE S40 CLEVELAND OH 44195 340714553 501(C)(3) 22500 0 FELLOWSHIP DETROIT MEDICAL CENTER WAYNE STATE UNIVERSITY 5700 CASS AVE SUITE 4100 AAB DETROIT MI 48202 386028429 501(C)(3) 25000 0 FELLOWSHIP DETROIT TRAUMA FELLOWSHIP DEPT OF ORTHOPAEDIC SURGERY 3990 JOHN R DETROIT MI 48201 802500614 501(C)(3) 25000 0 FELLOWSHIP DUKE UNIVERSITY DUKE UNIV ACCOUNTS RECEIVABLE LOCKBOX PO BOX 602651 CHARLOTTE NC 28260 560532129 501(C)(3) 25000 0 FELLOWSHIP EMORY UNIVERSITY JAMES FULTON 1599 CLINTON ROAD ATLANTA GA 303224250 580566256 501(C)(3) 10000 0 RESEARCH ENUVAL PO BOX 2485 VANCOUVER WA 98668 844567408 501(C)(3) 20000 0 RESEARCH HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH STREET BELAIRE STE 9J NEW YORK NY 10021 131624135 501(C)(3) 15000 0 FELLOWSHIP ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI 5 E 95TH ST ROOM 908 NEW YORK NY 10029 136171197 501(C)(3) 45000 0 FELLOWSHIP INDIANA UNIVERSITY DEPT 78867 PO BOX 7800 DETROIT MI 482780867 356001673 501(C)(3) 65000 0 FELLOWSHIP JOHNS HOPKINS UNIVERSITY 600 N WOLFE STREET ROOM 381 BALTIMORE MD 21205 520595110 501(C)(3) 43000 0 RESEARCH KECK SCHOOL OF MEDICINE OF USC 3500 S FIGUREROA ST SUITE 102 LOS ANGELES CA 900898001 951642394 501(C)(3) 27500 0 RESEARCH LOUISIANA STATE UNIVERSITY ATTN DAVID KIM 1501 KINGS HIGHWAY SHREVEPORT LA 71103 726087770 501(C)(3) 8000 0 FELLOWSHIP MASSACHUSETTS GENERAL HOSPITAL YAWKEY CENTER FOR OUTPATIENT CARE55 FRUIT ST SUITE 3C BOSTON MA 02114 041564655 501(C)(3) 8000 0 FELLOWSHIP MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 52500 0 FELLOWSHIP MAYO DEPARTMENT OF ORTHOPEDIC SURGERY MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 170(B)(1)(A)(III) 7500 0 FELLOWSHIP METROHEALTH MEDICAL CENTER CASE WESTERN RESERVE UNIVERSITY 2500 METROHEALTH DRIVE CLEVELAND OH 44109 346004382 509(A)(2) 25000 0 FELLOWSHIP NORTH SHORE UNIVERSITY HOSPITAL 300 COMMUNITY DR MANHASSET NY 11030 111562701 501(C)(3) 15000 0 FELLOWSHIP NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 362167817 501(C)(3) 15000 0 FELLOWSHIP ORTHOCAROLINA SPINE CENTER 2001 RANDOLPH RD CHARLOTTE NC 28207 561093722 509(A)(2) 45000 0 FELLOWSHIP ORTHOINDY 8450 NORTHWEST BLVD INDIANAPOLIS IN 46278 561093722 501(C)(3) 25000 0 FELLOWSHIP R ADAMS COWLEY SHOCK TRAUMA CENTER 11 S PACA ST SUITE 500 BALTIMORE MD 21201 521119350 501(C)(3) 50000 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) 10000 0 FELLOWSHIP REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS ONE SHIELDS AVE DAVIS CA 95616 946036494 501(C)(3) 10000 0 RESEARCH REGENTS OF THE UNIVERSITY OF MINNESOTA 450 MCNAMARA ALUMNI CENTER 200 OAK ST MINNEAPOLIS MN 55455 416007513 501(C)(3) 24000 0 FELLOWSHIP RHODE ISLAND HOSPITAL 593 EDDY ST PROVIDENCE RI 02903 050258954 501(C)(3) 15000 0 FELLOWSHIP RUSH UNIVERSITY - NEUROSURGERY 1700 W VAN BUREN ST STE 265 CHICAGO IL 60612 362174823 501(C)(3) 22500 0 FELLOWSHIP RUSH UNIVERSITY MEDICAL CENTER 1700 W VAN BUREN ST STE 265 CHICAGO IL 60612 362174823 501(C)(3) 22500 0 FELLOWSHIP RUTGERS HEALTH NJ MEDICAL SCHOOL 65 BERGEN ST SS BUILDING ROOM 1423 NEWARK NJ 07103 237318742 501(C)(3) 25000 0 FELLOWSHIP SAINT LOUIS UNIVERSITY 3700 WEST PINE MALL SUITE 357 ST LOUIS MO 631083306 430654872 501(C)(3) 12500 0 FELLOWSHIP SAN DIEGO SPINE FOUNDATION 6190 CORNERSTONE CT E SUITE 212 SAN DIEGO CA 92121 201863911 501(C)(3) 15000 0 FELLOWSHIP SCIENTIFIC EDUCATION & RESEARCH FOUNDATION 9005 GRANT STREET SUITE 200 THORNTON CO 80229 841572158 501(C)(3) 15000 0 FELLOWSHIP SHOCK TRAUMA ASSOCIATE PA ATTN SHIRLEY LYNOTT 11 S PACA ST SUITE 500 BALTIMORE MD 21201 521119350 501(C)(3) 9000 0 FELLOWSHIP ST LOUIS UNIVERSITY SCHOOL OF MEDICINE 3700 WEST PINE MALL SUITE 357 ST LOUIS MO 631083306 430654872 501(C)(3) 12500 0 FELLOWSHIP SWEDISH NEUROSCIENCE INSTITUTE 550 17TH AVE SUITE 540 SEATTLE WA 98122 222480896 501(C)(3) 45000 0 FELLOWSHIP TAMPA GENERAL HOSPITAL 5 TAMPA GENERAL CIRCLE STE 710 TAMPA FL 33606 237354477 501(C)(3) 25000 0 FELLOWSHIP THE CURATORS OF THE UNIV OF MISSOURI 118 UNIVERSITY HALL COLUMBIA MO 65211 266440629 501(C)(3) 35000 0 FELLOWSHIP & REASEARCH THE MEDICAL COLLEGE OF WISCONSIN 8701 W WATERTOWN PLANK RD MILWAUKEE WI 53226 390806261 501(C)(3) 30000 0 FELLOWSHIP THE OHIO STATE UNIVERSITY 241 W 11TH AVENUE COLUMBUS OH 43210 316025986 501(C)(3) 15000 0 FELLOWSHIP THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 2521 STOCKTON BLVD 7200 SACRAMENTO CA 95817 946036493 170(B)(1)(A)(II) 7500 0 FELLOWSHIP THE SPIEGEL CENTER ATTN JEFFREY SPIEGEL 335 BOYLSTON ST NEWTOWN MA 02459 464744652 501(C)(3) 10000 0 FELLOWSHIP 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) 15000 0 FELLOWSHIP THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON POST AWARD FINANCE PO BOX 301418 DALLAS TX 75303 741761309 501(C)(3) 15638 0 FELLOWSHIP & REASEARCH TRAUMA & EMERGENCY SUSPECIALTY SURGEONS 1745 SHEA CENTER DRIVE SUITE 400 HIGHLANDS RANCH CO 80129 455517022 7701(A)(3 7200 0 FELLOWSHIP TRUSTEES OF INDIANA UNIVERSITY DEPT 78867 PO BOX 7800 DETROIT MI 482780867 356001674 501(C)(3) 14500 0 RESEARCH UC DAVIS ONE SHIELDS AVE DAVIS CA 95616 943067788 501(C)(3) 25000 0 FELLOWSHIP UC REGENTS ATTN ERIN HUBBARD 2521 STOCKTON BLVD 7200 SACRAMENTO CA 95817 956006144 501(C)(3) 22500 0 FELLOWSHIP UC SAN DIEGO 200 W ARBOR DR MC 7894 SAN DIEGO CA 92103 956006144 501(C)(3) 25000 0 FELLOWSHIP UNIVERSITY AT BUFFALO NEUROSURGERY INC 1010 MAIN STREET 2ND FLOOR BUFFALO NY 14202 030445678 501(C)(3) 15000 0 FELLOWSHIP UNIVERSITY OF ALABAMA AT BIRMINGHAM DEPT OF ORTHOPAEDIC SURGERY 510 20TH STREET SOUTH BIRMINGHAM AL 35294 636005396 501(C)(3) 55000 0 FELLOWSHIP UNIVERSITY OF CALIFORNIA DAVIS HEALTH ONE SHIELDS AVE DAVIS CA 95616 946036494 501(C)(3) 17500 0 RESEARCH UNIVERSITY OF CALIFORNIA DAVIS ONE SHIELDS AVE DAVIS CA 95616 946036494 501(C)(3) 20000 0 RESEARCH UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DR MC0953 LA JOLLA CA 920930953 956006144 501(C)(3) 9881 0 RESEARCH UNIVERSITY OF CALIFORNIA SAN FRANCISCO UCSF MAIN DEPOSITORY PO BOX 748872 LOS ANGELES CA 900744872 946036493 501(C)(3) 80000 0 FELLOWSHIP UNIVERSITY OF CINCINNATI 2600 CLIFTON AVE CINCINNATI OH 45221 316000989 501(C)(3) 15000 0 FELLOWSHIP UNIVERSITY OF FLORIDA 1523 UNION RD ROOM 207 GAINESVILLE FL 326111941 596002052 501(C)(3) 35000 0 FELLOWSHIP UNIVERSITY OF MARYLAND BALTIMORE 22 S GREENE ST BALTIMORE MD 21201 526002033 501(C)(3) 45000 0 RESEARCH UNIVERSITY OF MICHIGAN 1515 E HOSPITAL DR TOWSLEY CENTER G1100 ANN ARBOR MI 481095222 386006309 501(C)(3) 9000 0 FELLOWSHIP UNIVERSITY OF MINNESOTA 450 MCNAMARA ALUMNI CENTER MINNEAPOLIS MN 55455 416007513 501(C)(3) 31500 0 FELLOWSHIP UNIVERSITY OF MISSISSIPPI MEDICAL CENTER 2500 N STATE ST JACKSON MS 39216 646008520 501(C)(3) 50000 0 FELLOWSHIP UNIVERSITY OF MISSOURI - COLUMBIA UNIVERSITY OF MISSOURI AR PO BOX 807012 KANSAS CITY MO 641807012 436003859 501(C)(3) 40000 0 FELLOWSHIP UNIVERSITY OF OKLAHOMA 4502 E 41ST ST SUITE 2B32 TULSA OK 74135 736091755 501(C)(3) 25000 0 FELLOWSHIP UNIVERSITY OF PITTSBURGH 3471 FIFTH AVENUE SUITE 1000 PITTSBURGH PA 15213 232919472 501(C)(3) 27500 0 FELLOWSHIP\RESEARCH UNIVERSITY OF PITTSBURGH MEDICAL CENTER 3471 FIFTH AVENUE SUITE 1000 PITTSBURGH PA 15213 232919472 501(C)(3) 15000 0 FELLOWSHIP UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS BLDG SUITE 205 LOS ANGELES CA 900898006 951642394 501(C)(3) 25000 0 FELLOWSHIP UNIVERSITY OF TENNESSEE COLLEGE OF MEDICINE AT CHATTANOOGA 975 EAST 3RD STREET HOSPITAL BOX 260 CHATTANOOGA TN 37403 621497360 501(C)(3) 50000 0 FELLOWSHIP UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON POST AWARD FINANCE PO BOX 301418 DALLAS TX 75303 741761309 501(C)(3) 50000 0 FELLOWSHIP UNIVERSITY OF UTAH ORTHOPAEDIC CENTER 590 WAKARA WAY ATTN KATIE ALLEN SALT LAKE CITY UT 84108 876000525 501(C)(3) 65000 0 RESEARCH UNIVERSITY OF WASHINGTON ORTHOPAEDICS 12455 COLLECTIONS DRIVE CHICAGO IL 606930001 916001537 170(B)(1)(A)(V) 25000 0 FELLOWSHIP UNIVERSITY OF WASHINGTON 12455 COLLECTIONS DRIVE CHICAGO IL 606930001 916001537 170(B)(1)(A)(V) 101000 0 FELLOWSHIP UNIVERSITY OTOLARYNGOLOGY OF CNY LLP 750 E ADAMS STREET SYRACUSE NY 13210 166076901 8000 0 FELLOWSHIP UPMC DEPARTMENT OF NEUROLOGICAL SURGERY 3471 FIFTH AVENUE SUITE 1000 PITTSBURGH PA 15213 232919472 501(C)(3) 7500 0 FELLOWSHIP USC SPINE CENTER UNIVERSITY GARDENS BLDG SUITE 205 LOS ANGELES CA 900898006 951642394 501(C)(3) 15000 0 FELLOWSHIP VANDERBILT UNIVERSITY MEDICAL CENTER 1215 21ST AVE SOUTH MCE SOUTH TOWER STE 4200 NASHVILLE TN 37232 352528741 501(C)(3) 50000 0 FELLOWSHIP VIRGINIA COMMONWEALTH UNIVERSITY 1200 EAST BROAD ST PO BOX 980153 RICHMOND VA 23298 541581185 501(C)(3) 25000 0 FELLOWSHIP VIRGINIA MASON MEDICAL CENTER 1100 9TH AVE MAILSTOP X7-NS SEATTLE WA 98101 910565539 501(C)(3) 35000 0 FELLOWSHIP\RESEARCH WAKE FOREST UNIVERSITY HEALTH SCIENCES MEREDITH BENTZ OFFICE OF SPONSORED PROGRAMS WINSTONSALEM NC 27157 223849199 501(C)(3) 25000 0 FELLOWSHIP WASHINGTON UNIVERSITY 700 ROSEDALE AVE CAMPUS BOX 1034 ST LOUIS MO 63112 430653611 501(C)(3) 32500 0 FELLOWSHIP WASHINGTON UNIVERSITY - ORTHOPEDICS 700 ROSEDALE AVE CAMPUS BOX 1034 ST LOUIS MO 63112 430653611 501(C)(3) 7500 0 FELLOWSHIP WASHINGTON UNIVERSITY IN ST LOUIS 660 S EUCLID AVE BOX 8057 NEUROSURGERY ST LOUIS MO 63110 430653611 501(C)(3) 15000 0 FELLOWSHIP WEILL CORNELL MEDICAL COLLEGE DEPT OF NEUROLOGICAL SURGERY 525 EAST 68TH STREET-BOX 99 NEW YORK NY 10065 131623978 501(C)(3) 15000 0 FELLOWSHIP WEST VIRGINIA UNIVERSITY ATTN CINDY THOMPSON 3702 HEALTH SCIENCE CENTER SOUTH MORGANTOWN WV 265069196 556000842 170(B)(1)(A)(V) 15000 0 FELLOWSHIP YALE UNIVERSITY PO BOX 208239 NEW HAVEN CT 06520 911864328 501(C)(3) 58000 0 FELLOWSHIP 86 11 FELLOWSHIPS 11 22982 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. X X X X 0 0 0 0 0 0 0 1 0 JENNIFER WOLFF JONES EXECUTIVE DIRECTOR 300325 0 18000 0 0 0 16629 0 2679 0 337633 0 11830 0 CHITRA SUBRAMANIAM CHIEF LEARNING OFFICER 272986 0 13950 0 0 0 15112 0 13821 0 315869 0 14301 0 ANDREA MOWER CHIEF HUMAN RESOURCE OFFICER 180494 0 13450 0 0 0 10207 0 24809 0 228960 0 9715 0 KAREN RICHARDS VP OF FINANCE & OPERATIONS 179008 0 13950 0 0 0 10372 0 22452 0 225782 0 8752 0 DORENE WINTERS SR. EDUCATIONAL DEVELOPMENT MANAGER 117027 0 1700 0 0 0 6674 0 27505 0 152906 0 6270 0 BRENDA LOWRY SR. EDUCATIONAL DEVELOPMENT MANAGER 113667 0 1700 0 0 0 6624 0 30429 0 152420 0 6270 0 PART I, LINE 7 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. 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. AO NORTH AMERICA CHARITABLE FUND 435 DEVON PARK DRIVE SUITE 820 WAYNE PA 19087 830890149 FELLOWSHIP & RESEARCH PA 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0