Ao North America Trade Association Inc
Nonprofit profile at a glance
- EIN
- 383904685
- IRS 990 coverage
- 2013–2020
- Forms available
- Form 990 2020
- Location
- Wayne, PA, USA
- Phone
- 6109935121
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $0
- Expenses
- $0
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- STEPHEN SCHWARTZ (EXECUTIVE DIRECTOR)
- AMY KAPATKIN (PRESIDENT)
Highest reported compensation
- STEPHEN SCHWARTZ (EXECUTIVE DIRECTOR): $337,724 total reported compensation
- MICHAEL LEWIS (CONTROLLER): $218,760 total reported compensation
- JAMES STANNARD MD (CHAIRMAN): $17,500 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2020
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.
Operating model
- Revenue model
- No positive adjusted resources. The filing reports no positive adjusted operating resources.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 55
- Accountability: 76
- Sustainability: NotEnoughData
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 90.9%; rating input score 91; 16th 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: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 75%; rating input score 75; 22nd 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: Limited
- Total-asset coverage ratio: Limited
- Liabilities to assets ratio: Limited
- Officer compensation ratio: Limited
Growth
- Program expense growth: 71.9% per year; rating input score 100; 98th percentile among comparable filings
- Revenue growth: -6% per year; rating input score 0; 47th percentile among comparable filings
- Asset growth: 4.4% per year; rating input score 100; 64th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 6 of 8 board members independent · 7 of 9 filing controls reported
- Programs: 3 filed program accomplishments
- Leadership: top reported pay $338K · 10 people listed · 0 of 6 pay-setting controls reported
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 5 filed schedules · includes executive pay
- Filing history: 7 filing years from 2013 to 2020
- Contacts: How to reach this organization
- Related organizations: 3 filed related-organization links
- 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: Series filing activity did not reconcile in the filed values.
- High — Growth: Revenue growth scored 0/100.
- Review — Accountability: Governance controls: 2 of 9 not reported.