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Nonprofit · EIN 37-1901892

AO NORTH AMERICA INC

Tax-exempt · WAYNE, PA 19087

Financials

$17.5M$16.6M2023$17.8M$17.6M2024
Revenue Expenses · by fiscal year end
Financials of AO NORTH AMERICA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$17,819,291$17,593,165$226,126$12,821,583$3,949,052$8,872,531
December 31, 2023990$17,513,651$16,552,867$960,784$12,603,884$3,957,479$8,646,405
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$17,672,091
Program service revenue
$0
Investment income
$147,200
Other revenue
$0

Expenses

Grants and similar amounts paid
$2,333,778
Compensation of officers, directors and key employees
$1,108,243
Other salaries and wages
$2,262,234
Salaries, compensation and benefits (total)
$4,106,971
Professional fundraising fees
$0
Legal fees
$38,182
Accounting fees
$26,785
Occupancy
$311,742
Travel
$1,399,623
Depreciation
$67,823
Program services (functional)
$16,423,254
Management and general (functional)
$1,169,911

Balance sheet and other

Total assets, start of year
$12,603,884
Total assets, end of year
$12,821,583
Total liabilities, end of year
$3,949,052
Net assets, end of year
$8,872,531
Land, buildings and equipment
$85,327
Publicly traded securities
$3,276,721
Net assets without donor restrictions
$8,872,531
Gross receipts
$17,819,291
Employees
45
Volunteers
508
Year formed
2019
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JENNIFER WOLFF JONESEXECUTIVE DIRECTOR
Officer
37.5$318,325$0$19,308
CHITRA SUBRAMANIAMCHIEF LEARNING OFFICER
Key employee
37.5$286,936$0$28,933
ANDREA MOWERCHIEF HUMAN RESOURCE OFFICER
Key employee
37.5$193,944$0$35,016
KAREN RICHARDSVP OF FINANCE & OPERATIONS
Officer
37$192,958$0$32,824
DORENE WINTERSSR. EDUCATIONAL DEVELOPMENT MANAGER
Highest-paid employee
37.5$118,727$0$34,179
BRENDA LOWRYSR. EDUCATIONAL DEVELOPMENT MANAGER
Highest-paid employee
37.5$115,367$0$37,053
CANDIDA TAIMARKETING DIRECTOR
Highest-paid employee
37.5$124,246$0$1,109
DIANA WILSONMEETING MANAGER
Highest-paid employee
37.5$105,311$0$7,539
MATTHEW BRANDELIT DIRECTOR
Highest-paid employee
37.5$104,292$0$6,816
MILTON CHIP ROUTTPRESIDENT (UNTIL 08/2024)
Trustee or director, Officer
10$0$16,267$0
MARK LEEPRESIDENT (AS OF 08/2024)
Trustee or director, Officer
10$0$12,089$0
AMY KAPATKINCHAIRMAN
Trustee or director, Officer
10$0$10,000$0
DENIS MARCELLIN-LITTLETREASURER
Trustee or director, Officer
10$0$5,000$0
DANIEL SCIUBBATREASURER (AS OF 07/2024)
Trustee or director, Officer
10$0$5,000$0
ALAN S HERFORDSECRETARY
Trustee or director, Officer
0.5$0$5,000$0
3 more people on this return
NameTitleHours / weekCompensationFrom related orgs
MICHAEL SUKDIRECTOR
Trustee or director
0.5$0$5,000
TIMOTHY ACHORDIRECTOR
Trustee or director
0.5$0$370
JOHN FRANCEDIRECTOR
Trustee or director
0.5$0$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHITRA SUBRAMANIAMCHIEF LEARNING OFFICER
Key employee
37.5$272,772$0$27,847
JENNIFER WOLFF JONESEXECUTIVE DIRECTOR
Officer
37.5$224,169$0$30,280
ANDREA MOWERCHIEF HUMAN RESOURCE OFFICER
Key employee
37.5$186,811$0$33,542
DONALD WEBBDIRECTOR OF IT
Key employee
37.5$179,053$0$28,672
KAREN RICHARDSVP OF FINANCE & OPERATIONS
Officer
37$165,037$0$30,351
BRENDA LOWRYSR. EDUCATIONAL DEV. MANAGER
Highest-paid employee
37.5$114,636$0$35,703
DORENE WINTERSSR. EDUCATIONAL DEV. MANAGER
Highest-paid employee
37.5$115,756$0$32,734
CHARISSE SINKLERSENIOR PROGRAM MANAGER
Highest-paid employee
37.5$120,833$0$22,766
AMY KAPATKINCHAIRMAN
Trustee or director, Officer
10$0$17,500$0
MILTON CHIP ROUTTPRESIDENT
Trustee or director, Officer
10$0$15,000$0
JAMES STANNARD MDCHAIRMAN (UNTIL 6/30/23)
Trustee or director, Officer
10$0$5,000$0
MARK LEESECRETRARY
Trustee or director, Officer
10$0$5,000$0
DENIS MARCELLIN-LITTLETREASURER
Trustee or director, Officer
10$0$5,000$0
MICHAEL SUKDIRECTOR
Trustee or director
0.5$0$5,000$0
ALAN S HERFORDDIRECTOR
Trustee or director
0.5$0$5,000$0
JOHN FRANCEDIRECTOR
Trustee or director
0.5$0$5,000$0

Address and contacts

Address (IRS master file)
435 DEVON PARK DR STE 820, WAYNE, PA 19087-1940
Principal officer (990 for 2024)
JENNIFER JONES, 435 DEVON PARK DRIVE 820, WAYNE, PA 19087
Signed the 990
KAREN RICHARDS, VP OF FINANCE & OPERATIONS
Phone
(610) 993-5121
Return prepared by
BAKER TILLY ADVISORY GROUP LP

Mission

PROMOTING EXCELLENCE IN PATIENT CARE AND OUTCOMES IN TRAUMA AND MUSCULOSKELETAL DISORDERS BY:- IMPROVING PERFORMANCE THROUGH EDUCATION- OPTIMIZING CLINICAL TREATMENT PATHWAYS AND GUIDELINES- PROMOTING INNOVATION 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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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 119 EDUCATIONAL EVENTS LAST YEAR. A TOTAL OF 6,036 PARTICIPANTS ATTENDED.
    Expenses $12,954,650 · grants $31,387
  • 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 194 FELLOWS LAST YEAR.
    Expenses $3,270,929 · grants $2,212,995
  • RESEARCH: AO NORTH AMERICA PROVIDES GRANTS TO ORGANIZATIONS TO SUPPORT RESEARCH STUDIES IN THE ORTHOPEODIC FIELD.
    Expenses $197,675 · grants $89,396

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
37-1901892
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$12,821,583
Income (IRS master file)
$17,819,291

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$17,819,291$17,593,165$12,821,583IRS
990December 2023$17,513,651$16,552,867$12,603,884XML
990December 2022$18,442,624$18,427,445$11,537,980IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 37-1901892).

Questions about AO NORTH AMERICA INC

What is the EIN of AO NORTH AMERICA INC?
The employer identification number (EIN) of AO NORTH AMERICA INC is 37-1901892.
Is AO NORTH AMERICA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to AO NORTH AMERICA INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does AO NORTH AMERICA INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of AO NORTH AMERICA INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AO NORTH AMERICA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of AO NORTH AMERICA INC?
The 990 for the year ended December 31, 2024 names JENNIFER JONES.
Who are the officers and directors of AO NORTH AMERICA INC?
The 990 for the year ended December 31, 2024 lists 18 people; 9 received compensation from the organization, the highest $318,325 (JENNIFER WOLFF JONES, EXECUTIVE DIRECTOR).
How much revenue does AO NORTH AMERICA INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $17,819,291, expenses of $17,593,165 and total assets of $12,821,583 at year end.

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