2025-11-12T08:49:02-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 830890149 AO NORTH AMERICA CHARITABLE FUND 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 9515969 0 X WWW.AONA.ORG X 2019 PA PROMOTING EXCELLENCE IN PATIENT CARE AND OUTCOMES THROUGH EDUCATION, MENTORSHIPS AND RESEARCH. 8 6 0 407 0 0 64560 28224 2369426 2956351 290328 1060884 2187 0 2726501 4045459 382086 238815 0 0 335000 384258 0 0 0 2590099 2538396 3307185 3161469 -580684 883990 19166695 21422213 4620323 5075727 14546372 16346486 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 THOUGH 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 2451751 1953 2956351 AO NORTH AMERICA CHARITABLE FUND 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. AONA CF AND AONA, INC OFFERED 119 EDUCATIONAL EVENTS LAST YEAR. A TOTAL OF 6,036 PARTICIPANTS ATTENDED. 310678 223781 FELLOWSHIP: AONA CF AND AONA, INC. ADMINISTER COMPREHENSIVE FELLOWSHIP PROGRAMS. AONA OFFERS INTENSIVE OPPORTUNITIES FOR FULLY TRAINED ORTHOPEDISTS AND NEUROLOGISTS INTERESTED IN SURGERY. AONA, INC AND AONA CF PROVIDED FUNDING FOR 194 FELLOWS LAST YEAR. 22427 13081 0 RESEARCH: AO NORTH AMERICA CHARITABLE FUND PROVIDES GRANTS TO ORGANIZATIONS TO SUPPORT RESEARCH STUDIES IN THE FIELD OF ORTHOPEODICS AND PATIENT CARE. 2784856 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 407 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MS MO NV NH NJ NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI X X KAREN RICHARDS VP OF FINANCE OPE 4845313182 435 DEVON PARK DRIVE SUITE 820 WAYNE PA 19087 MILTON ROUTT PRESIDENT (UNTIL 08/2024) 0.50 0.50 X X 16267 0 0 MARK LEE PRESIDENT (AS OF 08/2024) 5.00 10.00 X X 12089 0 0 AMY KAPATKIN CHAIRPERSON 0.50 10.00 X X 10000 0 0 DENIS MARCELLIN-LITTLE TREASURER 0.50 0.50 X X 5000 0 0 DANIEL SCIUBBA TREASURER (AS OF 07/2024) 0.50 0.50 X X 5000 0 0 ALAN S HERFORD SECRETARY 0.50 0.50 X X 5000 0 0 MICHAEL SUK MEMBER 0.50 0.50 X 5000 0 0 TIMOTHY ACHOR MEMBER 0.50 0.50 X 370 0 0 JOHN FRANCE MEMBER 0.50 0.50 X 0 0 0 KAREN RICHARDS VP OF FINANCE & OPERATIONS 0.50 37.00 X 0 192958 32824 JENNIFER WOLFF JONES EXECUTIVE DIRECTOR 0.50 37.50 X 0 318325 19308 58726 511283 52132 0 0 1 0 0 28224 28224 TUITION 611430 2956351 2956351 2956351 553976 553976 5977418 5470510 506908 506908 506908 4045459 2956351 0 1060884 238815 238815 58726 58726 325532 194031 131501 35365 35365 51214 51214 44491 44491 16553 16553 129314 85682 43632 4158 4158 803581 803581 700 700 50607 50607 FACULTY PER DIEMS 1398849 1398849 BAD DEBT 3250 3250 RESEARCH 314 314 3161469 2784856 376613 0 449609 788815 13833 4997 58047 50803 18645206 20577598 19166695 21422213 384026 408749 997197 1104030 3239100 3562948 4620323 5075727 X 14546372 16346486 14546372 16346486 19166695 21422213 883990 916124 0 X 0 1 X 1 0 X 1809204 2014723 1511000 64560 28224 5427711 731615 879501 1576582 2369426 2956351 8513475 2540819 2894224 3087582 2433986 2984575 13941186 0 0 0 13941186 203338 277900 716233 524524 553976 2275971 203338 277900 716233 524524 553976 2275971 2187 2187 2744157 3172124 3803815 2960697 3538551 16219344 0.85950 0.86400 0.14030 0.13580 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2023 AMOUNT: $ 2,187. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATE 3562948 3562948 X 4917092 916124 -44491 871633 4045459 0 4045459 3116978 0 3116978 44491 44491 3161469 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -44,491. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 44,491. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES FELLOWSHIP 274995 0 0 0 0 0 0 274995 0 274995 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES FELLOWSHIP 9995 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES FELLOWSHIP 45000 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES FELLOWSHIP 45000 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES FELLOWSHIP 45000 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES FELLOWSHIP 15000 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 15000 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 25000 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESNORTH AMERICA - 50000 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 25000 0 9 0 0 0 0 0 0 0 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 EVALUATING THE APPLICATIONS FOR CLINICAL VOLUME, ACUITY, AND FACULTY NUMBER/EXPERTISE. THE AWARDED ORGANIZATIONS ARE REQUIRED TO PROVIDE MID-YEAR AND FINAL EVALUATIONS, AS WELL AS A FINAL FINANCIAL REPORT. 0 0 0 0 0 0 0 0 0 JENNIFER WOLFF JONES EXECUTIVE DIRECTOR 0 300325 0 18000 0 0 0 16629 0 2679 0 337633 0 0 KAREN RICHARDS VP OF FINANCE & OPERATIONS 0 179008 0 13950 0 0 0 10372 0 22452 0 225782 0 0 PART I, LINE 3 OFFICERS ARE PAID BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY A COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER AND COMPARED TO MEETING NOTES AND ACTIVITY FOR THE YEAR TO ENSURE ACCURACY OF THE RETURN AND SHARED WITH THE FULL BOARD PRIOR TO FILING THE RETURN 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 THE DIRECTOR OF CME, REVIEWS ALL DISCLOSURES. THE DIRECTOR 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 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 INC 435 DEVON PARK DRIVE SUITE 820 WAYNE PA 19087 371901892 SUPPORTING ORGANIZATION PA 501(C)(3) LINE 12A, I AO NORTH AMERICA CHARITABLE FUND 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 AO NORTH AMERICA INC E 3562948 COST