AO NORTH AMERICA TRADE ASSOCIATION INC

EIN: 383904685

WAYNE, PA

Total Revenue
N/A
Total Expenses
N/A
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
PA
Principal Officer
STEPHEN A SCHWARTZ
Phone
6109935121
Tax Period
2020-01-01 to 2020-12-31

Mission

AO NORTH AMERICA 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 FOUNDATION FOR RESEARCH AND FELLOWSHIP ACTIVITIES.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

EDUCATION AND COMMUNITY DEVELOPMENT: AO NORTH AMERICA (AONA) WAS A LEADING PROVIDER OF EDUCATIONAL EVENTS IN THE UNITED STATES AND CANADA IN VARIOUS FORMATS, COVERING ALL ASPECTS OF THE ORTHODAEDIC...

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EDUCATION AND COMMUNITY DEVELOPMENT: AO NORTH AMERICA (AONA) WAS A LEADING PROVIDER OF EDUCATIONAL EVENTS IN THE UNITED STATES AND CANADA IN VARIOUS FORMATS, COVERING ALL ASPECTS OF THE ORTHODAEDIC, SPINE, CRANIOMAXILLOFACIAL, AND VETERINARY SURGERY. THE ORGANIZATION ALSO REACHED OUT TO SURGEONS AT EVERY STAGE OF THEIR CAREERS. THE ORGANIZATION WAS DISSOLVED DURING 2020 AND REORGANIZED AS A NEW NOT-FOR-PROFIT ORGANIZATION, AO NORTH AMERICA INC.

Program 2
Expenses: $0 Revenue: $0

RESEARCH: AONA PROVIDED FUNDING TO RELATED ORGANIZATION AO NORTH AMERICA CHARITABLE FOUNDATION (AONACF) THAT PERFORMED SPINE RESEARCH - FROM EXPERIMENTAL TO CLINICAL STUDIES. AONACF RETAINED A...

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RESEARCH: AONA PROVIDED FUNDING TO RELATED ORGANIZATION AO NORTH AMERICA CHARITABLE FOUNDATION (AONACF) THAT PERFORMED SPINE RESEARCH - FROM EXPERIMENTAL TO CLINICAL STUDIES. AONACF RETAINED A LEADERSHIP POSITION IN THE SPINE CARE COMMUNITY BY FOSTERING INNOVATION AND EVIDENCE-BASED CLINICAL PRACTICES. THE ORGANIZATIONS WERE DISSOLVED DURING 2020 AND REORGANIZED AS NEW NOT-FOR-PROFIT ORGANIZATIONS, AO NORTH AMERICA INC AND AO NORTH AMERICA CHARITABLE FOUNDATION.

Program 3
Expenses: $0 Revenue: $0

FELLOWSHIP: AONA PROVIDED FUNDING TO AONACF THAT ADMINISTERED A COMPREHENSIVE FELLOWSHIP PROGRAM. AONACF OFFERED INTENSIVE OPPORTUNITIES FOR FULLY TRAINED ORTHOPEDIC AND NEUROSURGEONS INTERESTED IN...

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FELLOWSHIP: AONA PROVIDED FUNDING TO AONACF THAT ADMINISTERED A COMPREHENSIVE FELLOWSHIP PROGRAM. AONACF OFFERED INTENSIVE OPPORTUNITIES FOR FULLY TRAINED ORTHOPEDIC AND NEUROSURGEONS INTERESTED IN SURGERY. THE ORGANIZATIONS WERE DISSOLVED DURING 2020 AND REORGANIZED AS NEW NOT-FOR-PROFIT ORGANIZATIONS, AO NORTH AMERICA INC AND AO NORTH AMERICA CHARITABLE FOUNDATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2020 2019 Change
Revenue N/A $25,179,663 -1.0%
Expenses N/A $23,090,721 -1.0%
Net Income N/A $2,088,942 N/A
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
6
Employees
N/A
Volunteers
N/A

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
4
$590,234
Total Directors
8
$62,500
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEPHEN SCHWARTZ EXECUTIVE DIRECTOR 0.00
Officer
$0 $0 $337,724
MICHAEL LEWIS CONTROLLER 0.00
Officer
$0 $0 $218,760
JAMES STANNARD MD CHAIRMAN 0.00
Officer Director
$0 $0 $17,500
AMY KAPATKIN PRESIDENT 0.00
Officer Director
$0 $0 $16,250
DAVID HELFET MD DIRECTOR 0.00
Director
$0 $0 $7,500
GEORGE KUSHNER DIRECTOR 0.00
Director
$0 $0 $5,000
MILTON ROUTT DIRECTOR 0.00
Director
$0 $0 $5,000
AL RUGGLES DVM DIRECTOR 0.00
Director
$0 $0 $5,000
JOHN FRANCE DIRECTOR 0.00
Director
$0 $0 $5,000
DENIS MARCELLIN-LITTLE DIRECTOR 0.00
Director
$0 $0 $1,250
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
2020 No data No data No data No data
2019 $25,179,663 $23,090,721 $19,734,295 $2,088,942
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