AO NORTH AMERICA CHARITABLE FUND Charity Report

Public IRS 990 nonprofit record

AO NORTH AMERICA CHARITABLE FUND

EIN 83-0890149 · Nerve, Muscle & Bone Diseases Research (H50)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders11 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

68.84%of revenue went to mission work88.1% of expenses · Program services

$78.15spent for every $100 of revenueRevenue covered expenses this year.

9.31%of revenue went to management and office costs11.9% of expenses

$6.78in assets for every $1 spent this yearSome assets cannot be spent right away.

0.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $32,824 for KAREN RICHARDS (VP OF FINANCE & OPERATIONS). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$4,045,459

Mission workProgram services$2,784,85668.84% of revenue88.1% of expenses

ManagementOffice and general costs$376,6139.31% of revenue11.9% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$883,99021.85% of revenueShown in gray on the chart

Total expenses$3,161,46978.15% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 88.1% mission · 11.9% management · 0.0% fundraisingTotal expenses: 78.15% of revenue

2023Expense mix: 90.6% mission · 9.4% management · 0.0% fundraisingTotal expenses: 121.30% of revenue

2022Expense mix: 93.5% mission · 6.5% management · 0.0% fundraisingTotal expenses: 89.81% of revenue

2021Expense mix: 94.0% mission · 6.0% management · 0.0% fundraisingTotal expenses: 110.27% of revenue

2020Expense mix: 95.7% mission · 4.3% management · 0.0% fundraisingTotal expenses: 137.65% of revenue

Money in and money out

Revenue$4,045,459

Expenses$3,161,469

Annual surplus $883,990 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,784,856 · 88.1% of expenses

Management and office costs$376,613 · 11.9% of expenses

See all reported dollar amounts

Revenue$4,045,459

Expenses$3,161,469

Assets$21,422,213

Income$9,515,969

Contributions$28,224

Mission work (program services)$2,784,856

Management and general$376,613

Executive compensation (total)$62,500

Stocks and bonds$20,577,598

Accounting fees$51,214

Investing fees$44,491

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KAREN RICHARDSVP OF FINANCE & OPERATIONS $32,824Base · Other $32,824

JENNIFER WOLFF JONESEXECUTIVE DIRECTOR $19,308Base · Other $19,308

MILTON ROUTTPRESIDENT (UNTIL 08/2024) $16,267

MARK LEEPRESIDENT (AS OF 08/2024) · 5 hrs/week $12,089

AMY KAPATKINCHAIRPERSON $10,000

ALAN S HERFORDSECRETARY $5,000

DANIEL SCIUBBATREASURER (AS OF 07/2024) $5,000

DENIS MARCELLIN-LITTLETREASURER $5,000

MICHAEL SUKMEMBER $5,000

TIMOTHY ACHORMEMBER $370

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (11)

KAREN RICHARDSVP OF FINANCE & OPERATIONS

JENNIFER WOLFF JONESEXECUTIVE DIRECTOR

MILTON ROUTTPRESIDENT (UNTIL 08/2024)

MARK LEEPRESIDENT (AS OF 08/2024)

AMY KAPATKINCHAIRPERSON

ALAN S HERFORDSECRETARY

DANIEL SCIUBBATREASURER (AS OF 07/2024)

DENIS MARCELLIN-LITTLETREASURER

MICHAEL SUKMEMBER

TIMOTHY ACHORMEMBER

JOHN FRANCEMEMBER

About this charity

Recognized since: January 2019
Location: 435 DEVON PARK DRIVE 820, WAYNE, PA 19087
County: Delaware
In care of: KAREN RICHARDS
Primary officer: KAREN RICHARDS, VP OF FINANCE & OPERATIONS

How to reach them

WebsiteVisit the charity’s website Phone(610) 993-5121

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Nerve, Muscle & Bone Diseases Research (H50)
IRS tax category: Nerve, Muscle & Bone Diseases Research