AO NORTH AMERICA CHARITABLE FUND

EIN: 830890149 501(c)(3) Medical Research

WAYNE, PA

Total Revenue
$2,726,501
Total Expenses
$3,307,185
Total Assets
$19,166,695
Net Assets
$14,546,372
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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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 CHARITABLE FUND, founded in 2019, is a community nonprofit in the Medical Research sector that reported $2.7M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $3.3M exceeded revenue, resulting in a 21% operating deficit.

Mission

PROMOTING EXCELLENCE IN PATIENT CARE AND OUTCOMES THROUGH EDUCATION, MENTORSHIPS AND RESEARCH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $64,560
Program Service Revenue $2,369,426
Investment Income $290,328
Other Revenue $2,187
TOTAL REVENUE $2,726,501

Expense Breakdown

Grants Paid $382,086
Salaries & Benefits $335,000
Fundraising Expenses $0
Program Expenses $2,997,946
Other Expenses $2,590,099
TOTAL EXPENSES $3,307,185

Year-over-Year Comparison

2023 2022 Change
Revenue $2,726,501 $3,979,626 -0.3%
Expenses $3,307,185 $3,574,093 -0.1%
Net Income $-580,684 $405,533 -2.4%
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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
5
Employees
N/A
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
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMY KAPATKIN CHAIRPERSON 0.50
Officer Director
$17,500 $0 $17,500
JAMES P STANNARD CHAIRMAN (UNTIL 6/30/23) 0.50
Officer Director
$5,000 $0 $5,000
MILTON ROUTT PRESIDENT 0.50
Officer Director
$15,000 $0 $15,000
DENIS MARCELLIN-LITTLE TREASURER 0.50
Officer Director
$5,000 $0 $5,000
MARK LEE SECRETARY 5.00
Officer Director
$5,000 $0 $5,000
JOHN FRANCE MEMBER 0.50
Director
$5,000 $0 $5,000
MICHAEL SUK MEMBER 0.50
Director
$5,000 $0 $5,000
ALAN S HERFORD MEMBER 0.50
Director
$5,000 $0 $5,000
KAREN RICHARDS VP OF FINANCE & OPERATIONS 0.50
Officer
$0 $30,351 $195,388
JENNIFER WOLFF JONES EXECUTIVE DIRECTOR 0.50
Officer
$0 $30,280 $254,449
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 $2,726,501 $3,307,185 $19,166,695 $-580,684
2022 $3,979,626 $3,574,093 $16,950,839 $405,533
2021 $3,259,490 $3,594,228 $19,731,276 $-334,738
2020 $2,768,399 $3,810,616 $19,101,253 $-1,042,217
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