AO NORTH AMERICA CHARITABLE FUND

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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

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 IN TRAUMA AND MUSCULOSKELETAL DISORDERS BY:- IMPROVING PERFORMANCE THROUGH EDUCATION- OPTIMIZING CLINICAL TREATMENT PATHWAYS AND GUIDELINES- PROMOTING INNOVATION THOUGH 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: $2,278,572 Revenue: $2,369,426

AO NORTH AMERICA CHARITABLE FUND 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. AONA CF AND AONA, INC OFFERED 130 EDUCATIONAL EVENTS LAST YEAR. A TOTAL OF 6,909 PARTICIPANTS ATTENDED.

Program 2

Expenses: $418,102 Revenue: $0

FELLOWSHIP: AONA CF AND AONA, INC. ADMINISTER COMPREHENSIVE FELLOWSHIP PROGRAMS. AONA OFFERS INTENSIVE OPPORTUNITIES FOR FULLY TRAINED ORTHOPEDISTS AND NEUROLOGISTS INTERESTED IN SURGERY. AONA, INC...

Program 3

Expenses: $301,272 Revenue: $0

RESEARCH: O NORTH AMERICA CHARITABLE FUND PROVIDES GRANTS TO ORGANIZATIONS TO SUPPORT RESEARCH STUDIES IN THE FIELD OF ORTHOPEODICS AND PATIENT CARE.

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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%)

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

Governance

Voting Members

Independent Members

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

$497,337

Total Directors

$62,500

Key Employees

Highest Compensated

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