AO NORTH AMERICA TRADE ASSOCIATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AO NORTH AMERICA TRADE ASSOCIATION INC (EIN 38-3904685)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201613209349309651
- Schema version
- 2015v2.1
- 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
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T13:42:24-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383904685 | 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 | 6109935137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 RUSSELL ROAD PO BOX 1755 | AddressLine1Txt |
| City | PAOLI | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LEWIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6109935137 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS GREEN CPA | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN A SCHWARTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 RUSSELL ROAD PO BOX 1755 | AddressLine1Txt |
| City | PAOLI | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,753,736 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AONA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | AONA SUPPORTS ADVANCEMENT OF PATIENT CARE IN ORTHOPEDIC SPECIALTIES AND SURGICAL EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 850 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,814,585 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,223,653 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,176,557 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,530,083 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $24,991,142 | PYTotalRevenueAmt |
| CY Total Revenue | $25,753,736 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,782,061 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,792,389 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,585,666 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,539,519 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,232,622 | PYOtherExpensesAmt |
| CY Other Expenses | $14,552,989 | CYOtherExpensesAmt |
| PY Total Expenses | $22,600,349 | PYTotalExpensesAmt |
| CY Total Expenses | $25,884,897 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,390,793 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$131,161 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,895,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,587,034 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,386,728 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,516,471 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,508,993 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,070,563 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AO NORTH AMERICA 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 FOUNDATION FOR RESEARCH AND FELLOWSHIP ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | EDUCATION AND COMMUNITY DEVELOPMENT: AO NORTH AMERICA (AONA) IS A LEADING PROVIDER OF EDUCATIONAL EVENTS IN THE UNITED STATES AND CANADA IN VARIOUS FORMATS, COVERING ALL ASPECTS OF THE ORTHODAEDIC, SPINE, CRANIOMAXILLOFACIAL, AND VETERINARY SURGERY. THE ORGANIZATION ALSO REACHES OUT TO SURGEONS AT EVERY STAGE OF THEIR CAREER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH: AONA PROVIDES FUNDING TO RELATED ORGANIZATION AO NORTH AMERICA CHARITABLE FOUNDATION (AONACF) THAT PERFORMS SPINE RESEARCH - FROM EXPERIMENTAL TO CLINICAL STUDIES. AONACF RETAINS A LEADERSHIP POSITION IN THE SPINE CARE COMMUNITY BY FOSTERING INNOVATION AND EVIDENCE-BASED CLINICAL PRACTICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FELLOWSHIP: AONA PROVIDES FUNDING TO AONACF THAT ADMINISTERS A COMPREHENSIVE FELLOWSHIP PROGRAM. AONACF OFFERS INTENSIVE OPPORTUNITIES FOR FULLY TRAINED ORTHOPEDIC AND NEUROSURGEONS INTERESTED IN SURGERY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 506 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 31 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LEWIS CONTROLLER | PersonNm |
| Phone | 6109935137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 RUSSELL ROAD | AddressLine1Txt |
| City | PAOLI | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN H WILBER | ||||||||
| CHAIRMAN (DEPARTED 5/15) | 1.00 | Yes (X) | $11,500 | $0 | $0 | |||
| MICHAEL R BAUMGAERTNER MD | ||||||||
| CHAIRMAN, DIRECTOR | 0.50 | Yes (X) | $43,650 | $0 | $0 | Yes (X) | ||
| PETER TRAFTON MD | ||||||||
| VICE-PRESIDENT, DIRECTOR | 0.50 | Yes (X) | $12,500 | $0 | $0 | Yes (X) | ||
| JOHN FRODEL MD | ||||||||
| SECRETARY, DIRECTOR | 0.50 | Yes (X) | $13,400 | $0 | $0 | Yes (X) | ||
| JAMES E GERRY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $10,000 | $0 | $0 | |||
| DEAN RICHARDSON DVM | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $12,000 | $0 | $0 | |||
| ZIYA GOKASLAN MD | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $8,000 | $0 | $0 | |||
| ROBERT MACGUIRE MD | ||||||||
| PRESIDENT | 1.00 | Yes (X) | $27,400 | $0 | $0 | Yes (X) | ||
| JENS CHAPMAN MD | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $7,500 | $0 | $0 | |||
| MICHAEL LEWIS | ||||||||
| TREASURER | 37.50 | $186,302 | $0 | $13,892 | Yes (X) | |||
| NANCY HOLMES | ||||||||
| EXECUTIVE DIR. (DEPARTED 3/15) | 37.50 | $247,482 | $0 | $30,874 | Yes (X) | |||
| ANDREA MCCLIMON | ||||||||
| DIRECTOR OF PHYSICAN CME | 37.50 | $195,141 | $0 | $19,586 | Yes (X) | |||
| JANE MIHELIC | ||||||||
| DIRECTOR OF CME | 37.50 | $180,656 | $0 | $18,981 | Yes (X) | |||
| DONALD WEBB | ||||||||
| DIRECTOR OF IT | 37.50 | $175,554 | $0 | $21,934 | Yes (X) | |||
| STEPHEN SCHWARTZ | ||||||||
| EXECUTIVE DIRECTOR | 37.50 | $140,625 | $0 | $31,784 | Yes (X) | |||
| MELISSA D'ARCHANGELO | ||||||||
| DIR. MKTG, COMM, EXTRAMURAL PROG. | 37.50 | $153,875 | $0 | $12,846 | Yes (X) | |||
| CHI LAM | ||||||||
| PROJECT MANAGER | 37.50 | $118,981 | $0 | $34,873 | Yes (X) | |||
| CHARISSE SINKLER | ||||||||
| COMPLIANCE MANAGER | 37.50 | $120,273 | $0 | $17,011 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,664,839 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $201,781 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIBER INC | |||||
| PO BOX 912468 | DENVER | CO | 80291 | IT SUPPORT | $361,220 |
| AMERICAN RIVER LOGISTICS | |||||
| PO BOX 392321 | PITTSBURGH | PA | 15251 | DELIVERY SERVICE | $142,277 |
| ARBED SOLUTIONS | |||||
| 12385 WILD OAKS CIRCLE | SOUTH LYON | MI | 48178 | BUSINESS MANAGEMENT | $129,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $23,223,653 | AllOtherContributionsAmt |
| Total Contributions | $23,223,653 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COURSE TUITION | 611430 | $2,332,622 | $2,332,622 |
| TRANSLATION PROJ. REV. | 611430 | $69,946 | $69,946 |
| INDUSTRY WORKSHOP | 611430 | $68,250 | $68,250 |
| EXHIBITOR FEE | 900099 | $47,750 | $47,750 |
| MEMBERSHIP DUES | 900099 | $11,515 | $11,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,530,083 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,753,736 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,530,083 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,792,389 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,236,351 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,355,169 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,139 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,027 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,833 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,223 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,516 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,514 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,334 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,793 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,215 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,341 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,226 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,266 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,662 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,701 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| COURSE EXPENSES | $9,841,604 |
| AO PATIENT OUTCOME CTR | $458,580 |
| FOOD | $381,573 |
| BONES | $327,698 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,743 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,884,897 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,392,179 | BOYAmt |
| EOY | $3,531,342 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,060 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $518,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $810,469 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $533,510 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,542 | BOYAmt |
| EOY | $276,959 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $253,798 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,895,721 | BOYAmt |
| EOY | $4,587,034 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $786,728 | BOYAmt |
| EOY | $958,057 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,600,000 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $647,290 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $911,124 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,386,728 | BOYAmt |
| EOY | $2,516,471 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,508,993 | BOYAmt |
| EOY | $2,070,563 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,508,993 | BOYAmt |
| EOY | $2,070,563 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,895,721 | BOYAmt |
| EOY | $4,587,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$131,161 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$307,269 | PriorPeriodAdjustmentsAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $810,469 | OtherCostOrOtherBasisAmt |
| Depreciation | $533,510 | DepreciationAmt |
| Book Value | $276,959 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $276,959 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORWARD EXCHANGE CONTRACT | Desc |
| Book Value | $253,798 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $253,798 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATE | Desc |
| Amt | $911,124 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $911,124 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,753,736 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,753,736 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,753,736 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,884,897 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,884,897 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,884,897 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AONA 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, 2015. AONA'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AO NORTH AMERICA CHARITABLE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 RUSSELL ROAD | AddressLine1Txt |
| City | PAOLI | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 232701788 | RecipientEIN |
| IRC Section | 501 (C)(3) | IRCSectionDesc |
| Cash Grant | $6,792,389 | CashGrantAmt |
| Purpose Of Grant | FELLOWSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I LINE 2 | FormAndLineReferenceDesc |
| Explanation | AT EACH BI-ANNUAL AONA INC. BOARD MEETING, THE EXECUTIVE DIRECTOR OF AO NORTH AMERICA CHARITABLE FOUNDATION (AONACF) AND THE CONTROLLER PROVIDE DETAILED REPORTS REGARDING THE USE OF THE FUNDS THAT AONA, INC. HAS GRANED TO AONACF, AND THE RESULTS ACHIEVED. THEY ALSO PROVIDE PROJECTIONS REGARDING THE USE OF ANY AS YET UNSPENT FUNDS AND THE EXPECTED OUTCOMES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL LEWIS | ||||||||||||||
| TREASURER | $152,572 | $0 | $33,730 | $0 | $0 | $0 | $11,499 | $0 | $2,393 | $0 | $200,194 | $0 | $0 | $0 |
| NANCY HOLMES | ||||||||||||||
| EXECUTIVE DIR. (DEPARTED 3/15) | $196,687 | $0 | $50,795 | $0 | $0 | $0 | $14,823 | $0 | $16,051 | $0 | $278,356 | $0 | $0 | $0 |
| ANDREA MCCLIMON | ||||||||||||||
| DIRECTOR OF PHYSICAN CME | $159,811 | $0 | $35,330 | $0 | $0 | $0 | $12,044 | $0 | $7,542 | $0 | $214,727 | $0 | $0 | $0 |
| JANE MIHELIC | ||||||||||||||
| DIRECTOR OF CME | $150,048 | $0 | $30,608 | $0 | $0 | $0 | $11,478 | $0 | $7,503 | $0 | $199,637 | $0 | $0 | $0 |
| DONALD WEBB | ||||||||||||||
| DIRECTOR OF IT | $146,176 | $0 | $29,378 | $0 | $0 | $0 | $11,017 | $0 | $10,917 | $0 | $197,488 | $0 | $0 | $0 |
| STEPHEN SCHWARTZ | ||||||||||||||
| EXECUTIVE DIRECTOR | $140,625 | $0 | $0 | $0 | $0 | $0 | $8,438 | $0 | $23,346 | $0 | $172,409 | $0 | $0 | $0 |
| MELISSA D'ARCHANGELO | ||||||||||||||
| DIR. MKTG, COMM, EXTRAMURAL PROG. | $128,125 | $0 | $25,750 | $0 | $0 | $0 | $9,656 | $0 | $3,190 | $0 | $166,721 | $0 | $0 | $0 |
| CHI LAM | ||||||||||||||
| PROJECT MANAGER | $101,621 | $0 | $17,360 | $0 | $0 | $0 | $7,659 | $0 | $27,214 | $0 | $153,854 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MICHAEL BAUMGAERTNER | |||
| BOARD MEMBER | $26,150 | MICHAEL BAUMGAERTNER RECEIVES PER DIEM PAYMENTS FOR HIS ROLE AS A COURSE INSTRUCTOR FOR THE ORGANIZATION. THE PER DIEMS ARE TO REIMBURSE MR. BAUMGERNTER FOR EXPENSES, HOWEVER, HE IS NOT EXPECTED TO PROVIDE RECEIPTS NOR DOES HE NEED TO REMIT ANY PER DIEM IN EXCESS OF EXPENSES. THEREFORE THE PER DIEMS ARE REPORTED AS COMPENSATION. | 0 |
| ROBERT MCGUIRE | |||
| BOARE MEMBER | $14,900 | ROBERT MCGUIRE RECEIVES PER DIEM PAYMENTS FOR HIS ROLE AS A COURSE INSTRUCTOR FOR THE ORGANIZATION. THE PER DIEMS ARE TO REIMBURSE MR. MCGUIRE FOR EXPENSES, HOWEVER, HE IS NOT EXPECTED TO PROVIDE RECEIPTS NOR DOES HE NEED TO REMIT ANY PER DIEM IN EXCESS OF EXPENSES. THEREFORE THE PER DIEMS ARE REPORTED AS COMPENSATION. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | NORTH AMERICAN (U.S. AND CANADA) SURGEONS WHO SPECIALIZE IN THE AREAS IN WHICH AONA FOCUSES ARE QUALIFIED TO BE MEMBERS OF THE ORGANIZATION. EACH SURGEON IS A MEMBER OF ONE OF THE RESPECTIVE CLINICAL DIVISIONS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS SHALL SUBMIT TO THE RESPECTIVE CLINICAL DIVISION NOMINATING COMMITTEES NAMES OF SENIOR MEMBERS WHO ARE IN GOOD STANDING AND WHO ARE INTERESTED IN SERVING ON THE BOARD OF DIRECTORS. ONCE THE "REVIEW AND EVALUATION" PROCESS IS COMPLETED, EACH CLINICAL DIVISION NOMINATING COMMITTEE SHALL RECOMMEND TO THE MEMBERS OF THEIR RESPECTIVE CLINICAL DIVISIONS A SLATE OF SENIOR MEMBERS WHO ARE WILLING TO REPRESENT EACH SUCH CLINICAL DIVISION ON THE BOARD OF DIRECTORS. THE VOTING MEMBERS OF THE RESPECTIVE CLINICAL DIVISIONS SHALL THEN ELECT ONE (1) SENIOR MEMBER ASSOCIATED WITH THEIR RESPECTIVE CLINICAL DIVISION TO SERVE ON THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AS INDICATED ABOVE, VOTING MEMBERS ELECT DIRECTORS TO THE BOARD. VOTING MEMBERS ALSO ATTEND ANNUAL AND SPECIAL MEETINGS OF THE MEMBERS WHERE OTHER BUSINESS WILL BE TRANSACTED. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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. THE ORGANIZATION RECOGNIZES THE IMPORTANCE OF HAVING THE BOARD REVIEW THE FORM 990 AND IS IN THE PROCESS OF DEVELOPING A MORE ROBUST PROCESS TO MEET IRS EXPECTATIONS FOR BOARD REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | AONA ANNUALLY SHARES THE POLICY WITH OFFICERS, DIRECTORS, SURGEON VOLUNTEERS AND EMPLOYEES. 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. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD CHAIRMAN IS TASKED WITH DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION. THE CHAIRMAN USES DATA ON COMPARABLE POSITIONS BASED ON PUBLICLY AVAILABLE INFORMATION TO ESTABLISH COMPENSATION THAT IS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. |
| 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 FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 RUSSELL ROAD | AddressLine1Txt |
| City | PAOLI | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232701788 | EIN |
| Primary Activities | FELLOWSHIP & RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | 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 | Yes (1) | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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