Nonprofit · EIN 83-0890149
AO NORTH AMERICA CHARITABLE FUND
Tax-exempt · WAYNE, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,045,459 | $3,161,469 | $883,990 | $21,422,213 | $5,075,727 | $16,346,486 |
| December 31, 2023 | 990 | $2,726,501 | $3,307,185 | -$580,684 | $19,166,695 | $4,620,323 | $14,546,372 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $28,224
- Program service revenue
- $2,956,351
- Investment income
- $1,060,884
- Net gain from sales of assets
- $506,908
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $238,815
- Compensation of officers, directors and key employees
- $58,726
- Other salaries and wages
- $325,532
- Salaries, compensation and benefits (total)
- $384,258
- Professional fundraising fees
- $0
- Legal fees
- $35,365
- Accounting fees
- $51,214
- Travel
- $803,581
- Program services (functional)
- $2,784,856
- Management and general (functional)
- $376,613
Balance sheet and other
- Total assets, start of year
- $19,166,695
- Total assets, end of year
- $21,422,213
- Total liabilities, end of year
- $5,075,727
- Net assets, end of year
- $16,346,486
- Publicly traded securities
- $20,577,598
- Net assets without donor restrictions
- $16,346,486
- Gross receipts
- $9,515,969
- Employees
- 0
- Volunteers
- 407
- Year formed
- 2019
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER WOLFF JONES | EXECUTIVE DIRECTOR Officer | 0.5 | $0 | $318,325 | $19,308 |
| KAREN RICHARDS | VP OF FINANCE & OPERATIONS Officer | 0.5 | $0 | $192,958 | $32,824 |
| MILTON ROUTT | PRESIDENT (UNTIL 08/2024) Trustee or director, Officer | 0.5 | $16,267 | $0 | $0 |
| MARK LEE | PRESIDENT (AS OF 08/2024) Trustee or director, Officer | 5 | $12,089 | $0 | $0 |
| AMY KAPATKIN | CHAIRPERSON Trustee or director, Officer | 0.5 | $10,000 | $0 | $0 |
| DENIS MARCELLIN-LITTLE | TREASURER Trustee or director, Officer | 0.5 | $5,000 | $0 | $0 |
| DANIEL SCIUBBA | TREASURER (AS OF 07/2024) Trustee or director, Officer | 0.5 | $5,000 | $0 | $0 |
| ALAN S HERFORD | SECRETARY Trustee or director, Officer | 0.5 | $5,000 | $0 | $0 |
| MICHAEL SUK | MEMBER Trustee or director | 0.5 | $5,000 | $0 | $0 |
| TIMOTHY ACHOR | MEMBER Trustee or director | 0.5 | $370 | $0 | $0 |
| JOHN FRANCE | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER WOLFF JONES | EXECUTIVE DIRECTOR Officer | 0.5 | $0 | $224,169 | $30,280 |
| KAREN RICHARDS | VP OF FINANCE & OPERATIONS Officer | 0.5 | $0 | $165,037 | $30,351 |
| AMY KAPATKIN | CHAIRPERSON Trustee or director, Officer | 0.5 | $17,500 | $0 | $0 |
| MILTON ROUTT | PRESIDENT Trustee or director, Officer | 0.5 | $15,000 | $0 | $0 |
| JAMES P STANNARD | CHAIRMAN (UNTIL 6/30/23) Trustee or director, Officer | 0.5 | $5,000 | $0 | $0 |
| DENIS MARCELLIN-LITTLE | TREASURER Trustee or director, Officer | 0.5 | $5,000 | $0 | $0 |
| MARK LEE | SECRETARY Trustee or director, Officer | 5 | $5,000 | $0 | $0 |
| JOHN FRANCE | MEMBER Trustee or director | 0.5 | $5,000 | $0 | $0 |
| MICHAEL SUK | MEMBER Trustee or director | 0.5 | $5,000 | $0 | $0 |
| ALAN S HERFORD | MEMBER Trustee or director | 0.5 | $5,000 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 435 DEVON PARK DR STE 820, WAYNE, PA 19087-1940
- Mailing address (990-N for 2019)
- 435 Devon Park Drive Suite 820, Wayne PA 19087
- Principal officer (990 for 2024)
- JENNIFER JONES, 435 DEVON PARK DRIVE 820, WAYNE, PA 19087
- Principal officer (990-N for 2019)
- Steven Schwartz, 435 Devon Park Drive Suite 820, Wayne PA 19087
- Signed the 990
- KAREN RICHARDS, VP OF FINANCE & OPERATIONS
- Phone
- (610) 993-5121
- Website
- www.aona.org
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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 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.
Program accomplishments
- 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.Expenses $2,451,751 · grants $1,953 · revenue $2,956,351
- 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.Expenses $310,678 · grants $223,781
- RESEARCH: AO NORTH AMERICA CHARITABLE FUND PROVIDES GRANTS TO ORGANIZATIONS TO SUPPORT RESEARCH STUDIES IN THE FIELD OF ORTHOPEODICS AND PATIENT CARE.Expenses $22,427 · grants $13,081
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-0890149
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H50)
- Assets (IRS master file)
- $21,422,213
- Income (IRS master file)
- $9,515,969
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,045,459 | $3,161,469 | $21,422,213 | XML |
| 990 | December 2023 | $2,726,501 | $3,307,185 | $19,166,695 | XML |
| 990 | December 2022 | $3,979,626 | $3,574,093 | $16,950,839 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: Steven Schwartz | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-0890149).
Questions about AO NORTH AMERICA CHARITABLE FUND
- What is the EIN of AO NORTH AMERICA CHARITABLE FUND?
- The employer identification number (EIN) of AO NORTH AMERICA CHARITABLE FUND is 83-0890149.
- Is AO NORTH AMERICA CHARITABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to AO NORTH AMERICA CHARITABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AO NORTH AMERICA CHARITABLE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AO NORTH AMERICA CHARITABLE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AO NORTH AMERICA CHARITABLE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AO NORTH AMERICA CHARITABLE FUND?
- The 990 for the year ended December 31, 2024 names JENNIFER JONES.
- Who are the officers and directors of AO NORTH AMERICA CHARITABLE FUND?
- The 990 for the year ended December 31, 2024 lists 11 people; 8 received compensation from the organization.
- How much revenue does AO NORTH AMERICA CHARITABLE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,045,459, expenses of $3,161,469 and total assets of $21,422,213 at year end.
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