AO NORTH AMERICA CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AO NORTH AMERICA CHARITABLE FOUNDATION (EIN 23-2701788)
- Tax period
- 2013-07-01 to 2013-12-31
- Filed
- 2014-11-16
- IRS object ID
- 201433209349100308
- Schema version
- 2013v3.1
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-16T12:48:15-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cherie Degon LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 87 PARK PL | AddressLine1 |
| City | ORELAND | City |
| State | PA | State |
| ZIP Code | 190751116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232701788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AO NORTH AMERICA CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AONO | BusinessNameControlTxt |
| Phone | 6106952459 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 RUSSELL ROAD | AddressLine1 |
| City | PAOLI | City |
| State | PA | State |
| ZIP Code | 19301 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY HOLMES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6106952459 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERIE L DEGON CPA MBA | PreparerPersonNm |
| Phone | 2152375115 | PhoneNum |
| Preparation | 2014-11-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,800,902 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,280,231 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,084 | InterestOnSavRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,840 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,295,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,064,540 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $851,632 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $247,733 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $198,186 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $90,310 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $18,062 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,536 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,107 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $248,658 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $198,927 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $22,458 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $52,408 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $41,926 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $363,235 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $290,588 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $35,483 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $28,386 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,724,205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,703,702 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,869,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,340,016 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $880,826 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $880,826 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,750,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,220,842 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $544,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,607,712 | CashBOYAmt |
| Cash EOY | $8,923,621 | CashEOYAmt |
| Cash EOYFMV | $8,923,621 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,399,289 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,405,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,405,304 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $42,959 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,522,728 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $42,959 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $42,959 | AcctRcvblEOYFMVAmt |
| Grants Receivable EOY | $4,600,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $4,600,000 | GrantsReceivableEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $280,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $153,437 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $100,705 | LandBOYAmt |
| Land EOY | $126,894 | LandEOYAmt |
| Land EOYFMV | $126,894 | LandEOYFMVAmt |
| Other Assets BOY | $342,346 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,702,124 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,702,124 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,972,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,800,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,800,902 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $755,641 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $679,223 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $755,641 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $679,223 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,217,139 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,121,679 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,217,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,121,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,972,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,800,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,217,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $544,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,359,778 | OtherIncreasesAmt |
| Subtotal | $17,121,680 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,121,679 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,518,346 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,194,633 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.741009 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,664,296 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,929,306 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.747472 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,844,452 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,481,216 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.160736 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,597,760 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,748,894 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.367648 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,723,406 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,984,016 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 9.437125 | DistributionYr5Rt |
| Total Distribution | 13.453990 | TotalDistributionRt |
| Average Distribution | 2.690798 | AverageDistributionRt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,220,842 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | AONA.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Lewis | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6109935137 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Russell Road | AddressLine1 |
| City | Paoli | City |
| State | PA | State |
| ZIP Code | 19301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DEAN RICHARDSON | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | Member | 0.50 | $2,900 | $0 | $0 |
| JAMES GERRY | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | Member | 0.50 | $2,500 | $0 | $417 |
| JOHN FRODEL | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | Secretary | 0.50 | $2,500 | $0 | $161 |
| JOHN WILBER | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | Chairman | 1.00 | $5,400 | $0 | $28 |
| MICHAEL BAUMGAERTNER | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | President | 2.00 | $13,300 | $0 | $1,830 |
| MICHAEL J LEWIS | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | Treasurer | 37.50 | $0 | $0 | $825 |
| NANCY HOLMES | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | Executive Director | 37.50 | $0 | $0 | $14,863 |
| PETER TRAFTON | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | Member | 0.50 | $2,500 | $0 | $39 |
| ZIYA GOKASLAN | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | Member | 0.50 | $2,500 | $0 | $1,970 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD R WEBB | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | Manager Tech Svc | 37.50 | $69,218 | $0 | $15,934 |
| ANDREA L MCCLIMON | ||||||||
| 1700 Russel Road | Paoli | PA | 19301 | Dir Physicians CME | 37.50 | $75,686 | $0 | $26,121 |
| JANE C MIHELIC | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | Dir CME | 37.50 | $65,571 | $0 | $6,049 |
| BARBARA BRINKMAN | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | Ed Dev Mngr | 37.50 | $53,467 | $0 | $0 |
| MELISSA D'ARCHANGELO | ||||||||
| 1700 Russell Road | Paoli | PA | 19301 | Dir Marketing | 37.50 | $55,685 | $0 | $4,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ciber | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 84410 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752844140 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Information TechnologyIT Cloud Services | ServiceTypeTxt |
| Compensation | $125,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AO North America is a nonprofit organization dedicated tothe advancement of patient care, in orthopaedic, craniomacillofacialand veterinary surgery. See additional note. | Description1Txt |
| Expenses1 | $6,220,842 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,220,842 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,220,842 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,220,842 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $709,430 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $18,624,205 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,597,760 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,844,452 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,664,296 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,518,346 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,249,059 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,220,842 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $6,220,842 | RemainingDistriFromCorpusAmt |
| Total Corpus | $65,469,901 | TotalCorpusAmt |
| Taxable2 | $709,430 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,624,205 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,845,696 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,597,760 | ExcessFromYear4Amt |
| Excess From Year3 | $9,844,452 | ExcessFromYear3Amt |
| Excess From Year2 | $9,664,296 | ExcessFromYear2Amt |
| Excess From Year1 | $10,518,346 | ExcessFromYear1Amt |
| Excess From Current Year | $6,220,842 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MIKE LEWIS AO NORTH AMERICA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Russell Road | AddressLine1 |
| City | Paoli | City |
| State | PA | State |
| ZIP Code | 19301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6109935137 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Refer to attached | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Supporting Statement | AddressLine1 |
| City | for Detail | City |
| State | PA | State |
| ZIP Code | 19301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | Attached | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Attached | GrantOrContributionPurposeTxt |
| Amt | $880,826 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $880,826 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 13 | ExclusionCd |
| Exclusion | $6,084 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,084 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1 | CityContributorForeignAddress/City | CountryContributorForeignAddress/Country | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|
| AO Foundation | |||||||||
| 1 | Clavadelerstrasse T 7270 | Davos | SZ | $2,414,045 | Yes (X) | ||||
| AO North America Inc | |||||||||
| 2 | $4,116,186 | Yes (X) | 1700 Russell Road | Paoli | PA | 19301 | |||
| DePuy Synthes | |||||||||
| 3 | $750,000 | Yes (X) | 1302 Wrights Lane East | West Chester | PA | 19380 | |||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Intellitec Solutions Acctg Software Consult and Support | CategoryTxt |
| Amt | $5,536 | Amt |
| Disbursements Charitable Prps | $1,107 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Fox Rothchild LLP Legal | CategoryTxt |
| Legal Fees | $90,310 | LegalFeesAmt |
| Disbursements Charitable Prps | $18,062 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Deposits | $340,846 | $340,846 | $340,846 |
| Temporary Advances | $1,500 | $1,500 | $1,500 |
| Deposit in Transit | $1,359,778 | $1,359,778 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Deposits | $340,846 | $340,846 | $340,846 |
| Temporary Advances | $1,500 | $1,500 | $1,500 |
| Deposit in Transit | $1,359,778 | $1,359,778 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Deposits | $340,846 | $340,846 | $340,846 |
| Temporary Advances | $1,500 | $1,500 | $1,500 |
| Deposit in Transit | $1,359,778 | $1,359,778 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| Amount | $1 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Audio Visual | $6,404 | $5,124 |
| Course Expenses | $2,764,731 | $2,764,731 |
| Dues | $14,415 | $7,352 |
| Fees, Bank and Credit Card | $26,474 | $21,179 |
| Honoraria | $654,171 | $654,171 |
| Insurance | $7,695 | $6,156 |
| Mail and Freight | $4,719 | $3,775 |
| Research | $179,696 | $179,696 |
| Supplies | $21,911 | $17,529 |
| Temporary Labor | $43,989 | $43,989 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Exhibit Fees | $1,500 |
| Dues Income | $7,340 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AOSNA Merger Per attached agreement | Description |
| Amount | $1,359,778 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (15 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Accreditation Council for CE Accreditation | $5,300 | $4,240 |
| AVAsoft Inc. Technology | $5,370 | $4,296 |
| Ciber, Inc. Information Technology | $125,000 | $100,000 |
| Diamond Technology Information Technology | $40,435 | $32,348 |
| Disc Hounds Audio/Visual | $2,292 | $1,834 |
| GDS Consulting Services, LLC Strategy | $45,276 | $36,221 |
| Langford, Ken Information Technology | $1,333 | $1,067 |
| Mr. Random Enterprises Audio Visual | $3,750 | $3,000 |
| O'Reilly, Chis Information Technology | $620 | $496 |
| Rathwell, Craig Audio/Visual | $2,900 | $2,320 |
| Richey Consulting Audio/Visual | $60 | $48 |
| RoseASP.com Information Technology | $6,300 | $5,040 |
| Stecher, Alan Audio/Visual | $3,046 | $2,437 |
| Vanguard Group Consulting | $776 | $620 |
| Widen Enterprises Information Technology | $6,200 | $4,960 |
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