Ao North America Charitable Fund

Nonprofit profile at a glance

EIN
830890149
IRS 990 coverage
2020–2024
Forms available
Form 990 2024, Form 990-N 2019
Location
Wayne, PA, USA
Phone
6109935121
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Nerve, Muscle, Bone Diseases Research

Official website

Reported finances

Revenue
$4,045,459
Expenses
$3,161,469
Assets
$21,422,213
Liabilities
$5,075,727

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • MILTON ROUTT (PRESIDENT (UNTIL 08/2024))
  • MARK LEE (PRESIDENT (AS OF 08/2024))
  • JENNIFER WOLFF JONES (EXECUTIVE DIRECTOR)

Highest reported compensation

  • JENNIFER WOLFF JONES (EXECUTIVE DIRECTOR): $337,633 total reported compensation
  • KAREN RICHARDS (VP OF FINANCE & OPERATIONS): $225,782 total reported compensation
  • MILTON ROUTT (PRESIDENT (UNTIL 08/2024)): $16,267 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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 119 educational events last year. A total of 6,036 participants attended.

Operating model

Revenue model
Earned-program. 84% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 91% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and the filing reports few safeguards for money sent abroad.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 68
  • Accountability: 76
  • Sustainability: 75
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 66.4%; rating input score 66
  • Program expense ratio: 88.1%; rating input score 88
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 17th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: 3 of 8 controls in place; rating input score 38
    • Claims monitoring procedures: Pass
    • Requires narrative reports: Pass
    • Conducts field audits: Fail
    • May suspend future funding: Fail
    • Requires financial reports: Pass
    • Conducts site visits: Fail
    • Requires grant agreements: Fail
    • May require repayment: Fail
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 75%; rating input score 75; 13th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 21.9%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 6.78; rating input score 87; 87th percentile among comparable filings
  • Liabilities to assets ratio: 0.24; rating input score 40; 40th percentile among comparable filings
  • Officer compensation ratio: 3.5%; rating input score 65; 65th percentile among comparable filings

Growth

  • Program expense growth: -6.5% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: 6% per year; rating input score 100; 48th percentile among comparable filings
  • Asset growth: 2.1% per year; rating input score 100; 20th percentile among comparable filings

Details

  • Where the money goes: 66.4% of revenue deployed · 88.1% of spending went to programs
  • Governance: 6 of 8 board members independent · 7 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $2.8M in reported program spending
  • Leadership: top reported pay $338K · 11 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 29 of 30 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors, foreign activity, executive pay, and related organizations
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Transparency & Controls: Foreign activity oversight: 5 of 8 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Review — Transparency & Controls: Foreign grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 40/100.