2024-11-08T15:37:44-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 371901892 AO NORTH AMERICA INC AONO 6109935121 435 DEVON PARK DRIVE 820 WAYNE PA 19087 KAREN RICHARDS VP OF FINANCE & OPERATIONS 6109935121 2024-11-07 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-11-07 2023 2024-10-15 13:58:12Z JENNIFER JONES 435 DEVON PARK DRIVE 820 WAYNE PA 19087 17513651 0 X WWW.AONA.ORG X 2019 PA TO BENEFIT, SUPPORT, AND CARRY OUT THE PURPOSES OF AO NORTH AMERICA CHARITABLE FUND. 7 5 43 508 0 0 18383841 17345810 29287 0 15168 167841 14328 0 18442624 17513651 4801997 2989826 0 0 4457302 3921330 0 0 0 9168146 9641711 18427445 16552867 15179 960784 11537980 12603884 3852359 3957479 7685621 8646405 X PROMOTING EXCELLENCE IN PATIENT CARE AND OUTCOMES IN TRAUMA AND MUSCULOSKELETAL DISORDERS BY:- IMPROVING PERFORMANCE THROUGH EDUCATION- OPTIMIZING CLINICAL TREATMENT PATHWAYS AND GUIDELINES- PROMOTING INNOVATION THROUGH RESEARCH AND DEVELOPMENTOUR PURPOSE IS TO SERVE AS A CREDIBLE AND VALIDATED RESOURCE FOR CONTINUING PROFESSIONAL DEVELOPMENT IN NORTH AMERICA, SPECIFICALLY FOR ORTHOPEDIC TRAUMA, SPINE, CRANIOMAXILLOFACIAL, AND VETERINARY SURGEONS. WE PROVIDE SOLUTIONS THAT FACILITATE AND ENABLE LEARNING FROM AND WITH EACH OTHER. BY DOING SO, WE BUILD A COMMUNITY THAT FOSTERS THE AO SPIRIT OF CAMARADERIE AND ENCOURAGES THE EXCHANGE OF KNOWLEDGE AND EXPERTISE. 0 0 11712085 5000 0 AO NORTH AMERICA, INC IS A NONPROFIT ORGANIZATION DEDICATED TO SUPPORTING OUR MEMBER SPECIALTIES THROUGH EDUCATION, MENTORSHIP, AND RESEARCH FOCUSED ON THE BEST OUTCOMES FOR PATIENTS. AO NORTH AMERICA SUPPORTS A SIGNIFICANT NUMBER OF EDUCATIONAL EVENTS IN VARIOUS FORMATS, COVERING ALL ASPECTS OF SURGERY AND REACHING OUT TO SURGEONS AT EVERY STAGE OF THEIR CAREERS, AND ALSO PROVIDES GRANTS TO AO NORTH AMERICA CHARITABLE FUND FOR RESEARCH AND FELLOWSHIP ACTIVITIES. EDUCATION AND COMMUNITY DEVELOPMENT: AO NORTH AMERICA (AO NA) IS A LEADING PROVIDER OF EDUCATIONAL EVENTS IN THE UNITED STATES AND CANADA, IN VARIOUS FORMATS, COVERING ALL ASPECTS OF THE ORTHOPAEDIC, SPINE, CRANIOMAXILLOFACIAL, AND VETERINARY SURGERY. THE ORGANIZATION ALSO REACHES OUT TO SURGEONS AT EVERY STAGE OF THEIR CAREERS. THE ORGANIZATION OFFERED 130 EDUCATIONAL EVENTS LAST YEAR. A TOTAL OF 6,909 PARTICIPANTS ATTENDED. 3792747 2934938 0 FELLOWSHIP: AONA ADMINISTERS A COMPREHENSIVE FELLOWSHIP PROGRAM. AONA OFFERS INTENSIVE OPPORTUNITIES FOR FULLY TRAINED ORTHOPEDISTS AND NEUROLOGISTS INTERESTED IN SURGERY. IN ADDITION, AONA PROVIDES FUNDING TO AONA CF FOR AN ADDITIONAL FELLOWSHIP PROGRAM. AONA, INC AND AONA CF PROVIDED FUNDING FOR 209 FELLOWS LAST YEAR. 95381 49888 0 RESEARCH: AO NORTH AMERICA PROVIDES GRANTS TO ORGANIZATIONS TO SUPPORT RESEARCH STUDIES IN THE ORTHOPEODIC FIELD. 15600213 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 43 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KAREN RICHARDS VP OF FINANCE OPE 6109935125 435 DEVON PARK DRIVE SUITE 820 WAYNE PA 19087 MILTON CHIP ROUTT PRESIDENT 10.00 0.50 X X 0 15000 0 JAMES STANNARD MD CHAIRMAN (UNTIL 6/30/23) 10.00 0.50 X X 0 5000 0 AMY KAPATKIN CHAIRMAN 10.00 0.50 X X 0 17500 0 MARK LEE SECRETRARY 10.00 0.50 X X 0 5000 0 DENIS MARCELLIN-LITTLE TREASURER 10.00 0.50 X X 0 5000 0 MICHAEL SUK DIRECTOR 0.50 0.50 X 0 5000 0 ALAN S HERFORD DIRECTOR 0.50 0.50 X 0 5000 0 JOHN FRANCE DIRECTOR 0.50 0.50 X 0 5000 0 JENNIFER WOLFF JONES EXECUTIVE DIRECTOR 37.50 0.50 X 224169 0 30280 KAREN RICHARDS VP OF FINANCE & OPERATIONS 37.00 0.50 X 165037 0 30351 CHITRA SUBRAMANIAM CHIEF LEARNING OFFICER 37.50 0.00 X 272772 0 27847 ANDREA MOWER CHIEF HUMAN RESOURCE OFFICER 37.50 0.00 X 186811 0 33542 DONALD WEBB DIRECTOR OF IT 37.50 0.00 X 179053 0 28672 CHARISSE SINKLER SENIOR PROGRAM MANAGER 37.50 0.00 X 120833 0 22766 DORENE WINTERS SR. EDUCATIONAL DEV. MANAGER 37.50 0.00 X 115756 0 32734 BRENDA LOWRY SR. EDUCATIONAL DEV. MANAGER 37.50 0.00 X 114636 0 35703 1379067 62500 241895 8 0 1 0 ADCOM WORLDWIDE 16600 E 3RD DR UNIT 26 AURORA CO 80011 SHIPPING 405869 HTC GLOBAL SERVICES INC 3270 W BIG BEAVER RD TROY MI 48084 SOFTWARE DEVELOPMENT 252080 REBEL INTERACTIVE GROUP LLC PO BOX 223 GLASTONBURY CT 06033 MARKETING 188600 AMERICAN RIVER LOGISTICS PO BOX 56346 ATLANTA GA 30343 SHIPPING 119588 4 17345810 17345810 167841 167841 17513651 0 0 167841 2963115 2963115 26711 26711 1178534 1060682 117852 2070901 1526986 543915 86175 67214 18961 326529 263532 62997 259191 214553 44638 26253 26253 25061 25061 520328 520328 190697 190697 1126023 1040841 85182 1174985 1174985 302160 302160 1307459 1254471 52988 168657 168657 61366 61366 1000 1000 FOOD 2499025 2499025 LAB SUPPLIES 752849 752849 COURSE EXPENSES 630255 630255 CADAVERS 446684 446684 408909 408849 60 16552867 15600213 952654 0 5949947 5147652 149384 175413 1501727 680338 2335404 2247626 102886 87778 2144959 3834036 4367744 11537980 12603884 2147168 2396019 200969 288214 1504222 1273246 3852359 3957479 X 7685621 8646405 7685621 8646405 11537980 12603884 960784 0 X 0 1 X 1 0 X X 1 AO NORTH AMERICA CHARITABLE FUND 830890149 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2335404 2247626 87778 87778 DUE FROM AFFILIATES 3239100 RIGHT-OF-USE ASSET, OPERATING 1128644 4367744 OPERATING LEASE PAYABLE 1273246 1273246 X 17513651 0 17513651 0 17513651 16552867 0 16552867 0 16552867 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT DECEMBER 31, 2023 AND 2022. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN GENERAL AND ADMINISTRATIVE EXPENSES. 1 AUGUSTA UNIVERSITY RESEARCH INSTITUTE INC PO BOX 94552 ATLANTA GA 30394 581418202 501(C)(3) 60000 0 FELLOWSHIP BROWN UNIVERSITY DEPARTMENT OF ORTHOPAEDIC SURGERY 1 KETTTLE POINT AVE EAST PROVIDENCE RI 02914 050400128 501(C)(3) 30000 0 FELLOWSHIP CALROILIA MEDICAL CENTER 208 EAST BOULEVARD CHARLOTTE NC 28203 566060481 501(C)(3) 60000 0 FELLOWSHIP CEDARS-SINAI MEDICAL CENTER PROGRAM 8700 BEVERLY BLVD SUITE 1150 LOS ANGELES CA 90048 951644600 501(C)(3) 40000 0 FELLOWSHIP CLEVELAND CLINIC 9500 EUCLID AVENUE S40 CLEVELAND OH 44195 340714553 501(C)(3) 30000 0 FELLOWSHIP DUKE UNIVERSITY PO BOX 602651 CHARLOTTE NC 28260 560532129 501(C)(3) 20000 0 FELLOWSHIP EMORY UNIVERSITY 1599 CLINTON ROAD ATLANTA GA 30322 580566256 501(C)(3) 70000 0 FELLOWSHIP HEAD AND NECK FOUNDATION 1849 NW KEARNEY PORTLAND OR 97209 461801893 501(C)(3) 35000 0 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THE QUALITY OF THE PROGRAM STRUCTURE AND EDUCATIONAL CONTENT. THE COMMITTEE VALUES MENTORSHIP, VOLUME AND DEPTH OF EXPERIENCE, EDUCATIONAL FOCUS, AND ACADEMIA. THE FELLOWSHIP COMMITTEE IS RESPONSIBLE FOR EVALUATING THE APPLICATIONS FOR CLINICAL VOLUME, ACUITY, AND FACULTY NUMBER/EXPERTISE. THE AWARDED ORGANIZATIONS AND INDIVIDUALS ARE REQUIRED TO PROVIDE MID-YEAR AND FINAL EVALUATIONS, AS WELL AS A FINAL FINANCIAL REPORT. X X 0 0 0 0 0 0 0 1 0 CHITRA SUBRAMANIAM CHIEF LEARNING OFFICER 258222 0 14550 0 0 0 14301 0 13546 0 300619 0 13885 0 JENNIFER WOLFF JONES EXECUTIVE DIRECTOR 209619 0 14550 0 0 0 11830 0 18450 0 254449 0 0 0 ANDREA MOWER CHIEF HUMAN RESOURCE OFFICER 172261 0 14550 0 0 0 9715 0 23827 0 220353 0 9432 0 DONALD WEBB DIRECTOR OF IT 170253 0 8800 0 0 0 12460 0 16212 0 207725 0 9185 0 KAREN RICHARDS VP OF FINANCE & OPERATIONS 150487 0 14550 0 0 0 8752 0 21599 0 195388 0 8393 0 BRENDA LOWRY SR. EDUCATIONAL DEV. MANAGER 108936 0 5700 0 0 0 6270 0 29433 0 150339 0 6319 0 PART I, LINE 7 EMPLOYEES ARE ELIGIBLE FOR INCENTIVE COMPENSATION. INCENTIVE COMPENSATION IS A LUMP SUM BONUS BASED UPON PERFORMANCE AND MET GOALS, AS WELL AS THE OVERALL CONTRIBUTION TO THE ORGANIZATION. EMPLOYEES ARE REQUIRED TO DEMONSTRATE EXEMPLARY BEHAVIOR AND EXCEPTIONAL WORK. FORM 990, PART VI, SECTION A, LINE 6 AO NORTH AMERICA CHARITABLE FUND IS SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS SHALL BE APPOINTED BY THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B AS INDICATED ABOVE, THE SOLE MEMBER ELECT DIRECTORS TO THE BOARD. THE MEMBER SHALL BE ENTITLED TO ONE VOTE UPON EACH MATTER SUBMITTED TO A VOTE A MEETING OF THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND CONTROLLER AND COMPARED TO MEETING NOTES AND ACTIVITY FOR THE YEAR TO ENSURE ACCURACY OF THE RETURN AND SHARED WITH THE AUDIT COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AONA ANNUALLY SHARES THE POLICY WITH OFFICERS, DIRECTORS, SURGEON VOLUNTEERS AND EMPLOYEES. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY. WE REQUIRE THAT ALL INDICATE IN WRITING THAT THEY HAVE REVIEWED AND UNDERSTAND THE POLICY. ALL ARE REQUIRED TO DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS. AONA GOES THROUGH A PROCESS TO RESOLVE ANY POTENTIAL CONFLICTS. THIS PROCESS INCLUDES ELEVATION OF ISSUES TO THE BOARD OF DIRECTORS IF NECESSARY. THERE ARE MULTIPLE LAYERS OF REVIEW. FIRST, THE COMPLIANCE DEPARTMENT STAFF, LED BY SR. MANAGER OF PROGRAMS, COMPLIANCE, REVIEWS ALL DISCLOSURES AND REPORTS TO THE ETHICS AND CONTENT VALIDATION SUBCOMMITTEE. THE SUBCOMMITTEE THEN REPORTS TO THE BOARD OF DIRECTORS. SHOULD THE CONFLICTED PERSON BE A BOARD DIRECTOR, THE OTHER DIRECTORS WOULD ENSURE THAT THE CONFLICTED PERSON DOES NOT PARTICIPATE IN DECISION-MAKING REGARDING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE AUDIT COMMITTEE IS TASKED WITH DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION. THE COMMITTEE USES DATA ON COMPARABLE POSITIONS BASED ON PUBLICLY AVAILABLE INFORMATION TO ESTABLISH COMPENSATION THAT IS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY A PROCESS THAT INCLUDES A REVIEW OF COMPARABILTY DATA PROVIDED BY A COMPENSATION STUDY OR SURVEY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AO NORTH AMERICA CHARITABLE FUND 435 DEVON PARK DRIVE SUITE 820 WAYNE PA 19087 830890149 FELLOWSHIP & RESEARCH PA 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0