AO NORTH AMERICA TRADE ASSOCIATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AO NORTH AMERICA TRADE ASSOCIATION INC (EIN 38-3904685)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349313496
- Schema version
- 2014v5.0
- 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 | 2015-11-16T15:52:34-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cherie Degon LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 87 PARK PL | AddressLine1Txt |
| City | ORELAND | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190751116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | CONTROLLER AND TREASURER | PersonTitleTxt |
| Phone | 6109935137 | PhoneNum |
| Signature | 2015-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERIE L DEGON CPA MBA | PreparerPersonNm |
| Phone | 2152375115 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE SCHWARTZ | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $24,991,142 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | AO North America is a nonprofit organization dedicated to the advancement of patient care, in orthopaedic, craniomacillofacial, spine and veterinary surgery. 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $10,407,242 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,814,585 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $2,176,557 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,407,242 | PYTotalRevenueAmt |
| CY Total Revenue | $24,991,142 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,289,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,782,061 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $3,585,666 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33 | PYOtherExpensesAmt |
| CY Other Expenses | $11,232,622 | CYOtherExpensesAmt |
| PY Total Expenses | $10,289,033 | PYTotalExpensesAmt |
| CY Total Expenses | $22,600,349 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $118,209 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,390,793 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,718,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,895,721 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,600,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,386,728 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $118,209 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,508,993 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AO North America is a nonprofit organization dedicated to | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Revenue | $13,513,905 | RevenueAmt |
| Desc | EDUCATION AND COMMUNITY DEVELOPMENT. AO NORTH AMERICA (AONA) IS A LEADING PROVIDER OF EDUCATIONSAL EVENTS IN THE UNITED STATES AND CANADA IN VARIOUS FORMATS, COVERING ALL ASPECTS OF ORTHODAEDIC, SPINE, CRANIOMAXILLOFACIAL, AND VETERINARY SURGERY, AND REACHING OUT TO SURGEONS AT EVERY STAGE OF THEIR CAREER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $2,423,788 | RevenueAmt |
| 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 PRACTICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $4,358,788 | RevenueAmt |
| 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 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 435 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 30 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 | 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 (12 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, Director | 1.00 | Yes (X) | $10,000 | $0 | $0 | |||
| MICHAEL R BAUMGAERTNER MD | ||||||||
| President, Director | 3.00 | Yes (X) | $26,500 | $0 | $0 | Yes (X) | ||
| PETER TRAFTON MD | ||||||||
| Vice-President, Director | 0.50 | Yes (X) | $5,000 | $0 | $0 | Yes (X) | ||
| JOHN FRODEL MD | ||||||||
| Secretary, Director | 0.50 | Yes (X) | $5,000 | $0 | $0 | Yes (X) | ||
| MICHAEL LEWIS | ||||||||
| Treasurer | 40.00 | $178,230 | $0 | $0 | Yes (X) | Yes (X) | Yes (X) | |
| NANCY HOLMES | ||||||||
| Executive Director | 40.00 | $238,837 | $0 | $0 | Yes (X) | Yes (X) | Yes (X) | |
| JAMES E GERRY | ||||||||
| Director | 0.50 | Yes (X) | $5,000 | $0 | $0 | |||
| DEAN RICHARDSON DVM | ||||||||
| Director | 0.50 | Yes (X) | $5,000 | $0 | $0 | |||
| ZIYA GOKASLAN MD | ||||||||
| Director | 0.50 | Yes (X) | $5,000 | $0 | $0 | |||
| ANDREA MC CLIMON | ||||||||
| Director of Physicians CME | 40.00 | $188,458 | $0 | $0 | Yes (X) | Yes (X) | ||
| JANE MIHELIC | ||||||||
| Director of CME | 40.00 | $160,650 | $0 | $0 | Yes (X) | Yes (X) | ||
| DON WEBB | ||||||||
| Director of IT | 40.00 | $169,610 | $0 | $0 | Yes (X) | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $997,285 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ciber Inc | |||||
| PO Box 84410 | Dallas | TX | 752844140 | Information Technology | $300,000 |
| GDS | |||||
| PO Box 509 | Paoli | PA | 19301 | Management Consulting Services | $104,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $122,239 | MembershipDuesAmt |
| Fundraising | $11,751 | FundraisingAmt |
| Related Organizations | $21,061,907 | RelatedOrganizationsAmt |
| All Other Contributions | $1,618,688 | AllOtherContributionsAmt |
| Total Contributions | $22,814,585 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| Course Tuition | 611430 | $2,155,057 |
| Exhibitor Fee | 900099 | $21,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,176,557 | TotalProgramServiceRevenueAmt |
| Contri Rpt Fundraising Event | $11,751 | ContriRptFundraisingEventAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,991,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,176,557 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,782,061 | TotalAmt |
| Program Services | $7,782,061 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,500 | TotalAmt |
| Program Services | $55,350 | ProgramServicesAmt |
| Management And General | $6,150 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,725,724 | TotalAmt |
| Program Services | $2,453,152 | ProgramServicesAmt |
| Management And General | $272,572 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,761 | TotalAmt |
| Program Services | $150,985 | ProgramServicesAmt |
| Management And General | $16,776 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,403 | TotalAmt |
| Program Services | $390,063 | ProgramServicesAmt |
| Management And General | $43,340 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,278 | TotalAmt |
| Program Services | $177,550 | ProgramServicesAmt |
| Management And General | $19,728 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,724 | TotalAmt |
| Program Services | $103,862 | ProgramServicesAmt |
| Management And General | $103,862 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,098 | TotalAmt |
| Program Services | $32,049 | ProgramServicesAmt |
| Management And General | $32,049 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,170 | TotalAmt |
| Program Services | $7,585 | ProgramServicesAmt |
| Management And General | $7,585 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,508 | TotalAmt |
| Program Services | $53,754 | ProgramServicesAmt |
| Management And General | $53,754 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,213 | TotalAmt |
| Program Services | $186,492 | ProgramServicesAmt |
| Management And General | $20,721 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,196 | TotalAmt |
| Program Services | $14,576 | ProgramServicesAmt |
| Management And General | $1,620 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,873 | TotalAmt |
| Program Services | $416,586 | ProgramServicesAmt |
| Management And General | $46,287 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,377 | TotalAmt |
| Program Services | $54,339 | ProgramServicesAmt |
| Management And General | $6,038 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,663 | TotalAmt |
| Program Services | $436,197 | ProgramServicesAmt |
| Management And General | $48,466 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,567 | TotalAmt |
| Program Services | $379,410 | ProgramServicesAmt |
| Management And General | $42,157 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,171 | TotalAmt |
| Program Services | $233,263 | ProgramServicesAmt |
| Management And General | $25,918 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,898 | TotalAmt |
| Program Services | $52,108 | ProgramServicesAmt |
| Management And General | $5,790 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Bank & Credit Card Fees | $47,792 | $43,013 | $4,779 | $0 |
| Course Expense | $8,700,539 | $8,700,539 | $0 | $0 |
| Dues and Subscriptions | $23,389 | $21,050 | $2,339 | $0 |
| Other Expense-Research | $8,290 | $7,461 | $829 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,154 | TotalAmt |
| Program Services | $79,339 | ProgramServicesAmt |
| Management And General | $8,815 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,600,349 | TotalAmt |
| Program Services | $21,830,784 | ProgramServicesAmt |
| Management And General | $769,575 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,718,209 | BOYAmt |
| EOY | $7,392,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $762,723 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $259,181 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $503,542 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,718,209 | BOYAmt |
| EOY | $7,895,721 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $786,728 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,600,000 | BOYAmt |
| EOY | $4,600,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,600,000 | BOYAmt |
| EOY | $5,386,728 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,209 | BOYAmt |
| EOY | $2,508,993 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,209 | BOYAmt |
| EOY | $2,508,993 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,718,209 | BOYAmt |
| EOY | $7,895,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,390,793 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (true) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,181 | DepreciationAmt |
| Book Value | $103,542 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $600,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $200,000 | DepreciationAmt |
| Book Value | $400,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $503,542 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | 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 | $7,782,061 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | 0 | NonCashAssistanceDesc |
| Purpose Of Grant | Fellowships and Research | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 2 | FormAndLineReferenceDesc |
| Explanation | At every AONA Inc. Board meeting, which occur twice a year the Executive Director of AONACF and Controller provide detailed reports regarding the use of the funds that AONA, Inc has granted to AONACF, the results achieved. They also provide projections regarding the use of balance of year funds and the expected outcomes. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| MICHAEL LEWIS | |||
| $149,327 | $28,903 | $10,839 | $189,069 |
| NANCY HOLMES | |||
| $190,958 | $47,879 | $13,973 | $252,810 |
| ANDREA MC CLIMON | |||
| $155,156 | $33,302 | $11,353 | $199,811 |
| JANE MIHELIC | |||
| $134,421 | $26,229 | $9,836 | $170,486 |
| DON WEBB | |||
| $141,919 | $27,691 | $10,384 | $179,994 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AO North America Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Shared Management | RelationshipDescriptionTxt |
| Transaction | $762,723 | TransactionAmt |
| Transaction | Purchase of Equipment and Software | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The Form 990 is reviewed by the Executive Director and Treasurer and compared to meeting notes and activity for the year to insure accuracy of the return. |
| Pt VI, 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. |
| Pt VI, Line 6 | AO NORTH AMERICA INC. IS A MEMBERSHIP ORGANIZATION. ANY MEMBER OF AOTRAUMA INTERNATIONAL, AOSPINE INTERNATIONAL, AOCMF INTERNATIONAL AND/OR AOVET INTERNATIONAL WHO IS IN GOOD STANDING AND WHO RESIDES IN NORTH AMERICA, AND ANY HONORARY MEMBER, SHALL BE A MEMBER. THE BOARD OF DIRECTORS MAY, AT ITS DISCRETION, DESIGNATE ANY PERSON OR BUSINESS AS AN "HONORARY MEMBER" BASED UPON THE CONTRIBUTION SUCH PERSON OR BUSINESS HAS MADE TO THE CORPORATION, AO NORTH AMERICA CHARITABLE FOUNDATION (FORMERLY KNOWN AS THE AO NORTH AMERICA, INC.), OR THE FORMER ENTITY KNOWN AS AOSPINE NORTH AMERICA, INC. AND/OR TO THE MISSION OF SUCH ENTITIES. |
| Pt VI, Line 7a | A VOTING MEMBER IS ANY MEMBER WHO CURRENTLY SERVES ON (I) THE BOARD OF DIRECTORS, (II) THE BOARD OF DIRECTORS OF AO NORTH AMERICA CHARITABLE FOUNDATION OR (III) A BOARD OR COMMITTEE OF A CLINICAL DIVISION OF THE CORPORATION OR OF AO NORTH AMERICA CHARITABLE FOUNDATION.THE VOTING MEMBERS OF THE RESPECTIVE CLINICAL DIVISIONS 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 VOTING 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. |
| Pt VI, Line 7b | As indicated above, voting member 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 IX, Line 24f | TEMPORARY LABOR 88154. 79339. 8815. 0. |
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 Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (true) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AO North America Charitable Foundation | ||
| b | $7,782,061 | Cash |
| AO North America Charitable Foundation | ||
| c | $21,061,907 | Cash |
| AO North America Charitable Foundation | ||
| h | $726,893 | cash |
| AO North America Charitable Foundation | ||
| n | $50,000 | Estimate |
| AO North America Charitable Foundation | ||
| o | $500,000 | Estimate |
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