AO NORTH AMERICA INC

EIN: 371901892 501(c)(3) Human Services

WAYNE, PA

Total Revenue
$17,513,651
Total Expenses
$16,552,867
Total Assets
$12,603,884
Net Assets
$8,646,405
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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
PA
Principal Officer
JENNIFER JONES
Phone
6109935121
Tax Period
2023-01-01 to 2023-12-31

AO NORTH AMERICA INC, founded in 2019, is a mid-sized nonprofit in the Human Services sector that reported $17.5M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $16.6M left a modest 5% surplus.

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.

Program Service Accomplishments

Program 1
Expenses: $11,712,085 Revenue: $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...

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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.

Program 2
Expenses: $3,792,747 Revenue: $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...

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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.

Program 3
Expenses: $95,381 Revenue: $0

RESEARCH: AO NORTH AMERICA PROVIDES GRANTS TO ORGANIZATIONS TO SUPPORT RESEARCH STUDIES IN THE ORTHOPEODIC FIELD.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $17,345,810
Program Service Revenue $0
Investment Income $167,841
Other Revenue $0
TOTAL REVENUE $17,513,651

Expense Breakdown

Grants Paid $2,989,826
Salaries & Benefits $3,921,330
Fundraising Expenses $0
Program Expenses $15,600,213
Other Expenses $9,641,711
TOTAL EXPENSES $16,552,867

Year-over-Year Comparison

2023 2022 Change
Revenue $17,513,651 $18,442,624 -0.1%
Expenses $16,552,867 $18,427,445 -0.1%
Net Income $960,784 $15,179 +62.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
5
Employees
43
Volunteers
508

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$497,337
Total Directors
8
$62,500
Key Employees
3
$728,697
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MILTON CHIP ROUTT PRESIDENT 10.00
Officer Director
$0 $0 $15,000
JAMES STANNARD MD CHAIRMAN (UNTIL 6/30/23) 10.00
Officer Director
$0 $0 $5,000
AMY KAPATKIN CHAIRMAN 10.00
Officer Director
$0 $0 $17,500
MARK LEE SECRETRARY 10.00
Officer Director
$0 $0 $5,000
DENIS MARCELLIN-LITTLE TREASURER 10.00
Officer Director
$0 $0 $5,000
MICHAEL SUK DIRECTOR 0.50
Director
$0 $0 $5,000
ALAN S HERFORD DIRECTOR 0.50
Director
$0 $0 $5,000
JOHN FRANCE DIRECTOR 0.50
Director
$0 $0 $5,000
JENNIFER WOLFF JONES EXECUTIVE DIRECTOR 37.50
Officer
$224,169 $30,280 $254,449
KAREN RICHARDS VP OF FINANCE & OPERATIONS 37.00
Officer
$165,037 $30,351 $195,388
CHITRA SUBRAMANIAM CHIEF LEARNING OFFICER 37.50
Key Emp
$272,772 $27,847 $300,619
ANDREA MOWER CHIEF HUMAN RESOURCE OFFICER 37.50
Key Emp
$186,811 $33,542 $220,353
DONALD WEBB DIRECTOR OF IT 37.50
Key Emp
$179,053 $28,672 $207,725
CHARISSE SINKLER SENIOR PROGRAM MANAGER 37.50
Highest
$120,833 $22,766 $143,599
DORENE WINTERS SR. EDUCATIONAL DEV. MANAGER 37.50
Highest
$115,756 $32,734 $148,490
BRENDA LOWRY SR. EDUCATIONAL DEV. MANAGER 37.50
Highest
$114,636 $35,703 $150,339
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $17,513,651 $16,552,867 $12,603,884 $960,784
2022 $18,442,624 $18,427,445 $11,537,980 $15,179
2021 $15,724,733 $16,304,801 $10,460,064 $-580,068
2020 $18,725,610 $15,031,022 $11,618,426 $3,694,588
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