Civic Intelligence

Ao North America Charitable Foundation

EIN 23-2701788 • Wayne, PA

435 Devon Park Drive No 820Wayne, PA 19087
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2019

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $18,572,477 (-100%) from 2019

Liabilities

Down

$0

Down $2,179,028 (-100%) from 2019

Net Assets

Down

$0

Down $16,393,449 (-100%) from 2019

Revenue

Down

$0

Down $5,981,665 (-100%) from 2019

Expenses

Down

$0

Down $5,806,684 (-100%) from 2019

Net Income

Down

$0

Down $174,981 (-100%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $10,072,122Liabilities 2010: $2,558,021Net Assets 2010: $7,514,1012010Assets 2011: $8,479,953Liabilities 2011: $1,249,088Net Assets 2011: $7,230,8652011Assets 2012: $16,831,445Liabilities 2012: $5,193,534Net Assets 2012: $11,637,9112012Assets 2013: $17,800,902Liabilities 2013: $679,223Net Assets 2013: $17,121,6792013Assets 2014: $20,411,507Liabilities 2014: $474,593Net Assets 2014: $19,936,9142014Assets 2015: $22,012,818Liabilities 2015: $2,493,014Net Assets 2015: $19,519,8042015Assets 2016: $21,112,611Liabilities 2016: $2,997,531Net Assets 2016: $18,115,0802016Assets 2017: $19,400,334Liabilities 2017: $3,082,604Net Assets 2017: $16,317,7302017Assets 2018: $18,696,182Liabilities 2018: $2,477,714Net Assets 2018: $16,218,4682018Assets 2019: $18,572,477Liabilities 2019: $2,179,028Net Assets 2019: $16,393,4492019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $10,597,7652010Expenses 2011: $11,093,3882011Expenses 2012: $12,071,3312012Revenue 2013: $7,295,155Expenses 2013: $6,750,392Net Income 2013: $544,7632013Revenue 2014: $9,210,819Expenses 2014: $6,395,584Net Income 2014: $2,815,2352014Revenue 2015: $7,051,179Expenses 2015: $6,904,753Net Income 2015: $146,4262015Revenue 2016: $6,260,595Expenses 2016: $7,665,319Net Income 2016: -$1,404,7242016Revenue 2017: $5,564,104Expenses 2017: $7,361,454Net Income 2017: -$1,797,3502017Revenue 2018: $5,950,294Expenses 2018: $6,049,556Net Income 2018: -$99,2622018Revenue 2019: $5,981,665Expenses 2019: $5,806,684Net Income 2019: $174,9812019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020

Highlighted filing

2020

Revenue$0
Expenses$0
Net Income$0

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 26, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AL RUGGLES DVM DACVSDirector-$0--
DAVID HELFET MDDirector-$0--
GEORGE KUSHNER MDDirector-$0--
JIM STANNARD MDChairman-$0--
MICHAEL J LEWISController-$0--
MILTON ROUTT MDMember-$0--
STEPHEN SCHWARTZExecutive Director-$0--
AMY KAPATKINPresident-$0--
JOHN FRANCEDirector-$0--
DENIS MARCELLIN-LITTLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ao North America Charitable Foundation
EIN
23-2701788
Phone
6106952459
Address
435 DEVON PARK DRIVE NO 820, WAYNE, PA 19087

Signing Officer

Name
Karen Richards
Title
Senior Finance Manager
Phone
6106952459
Signed
2021-08-26
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Raw XML Appendix337 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0THE NET ASSETS OF $16,393,449 WILL BE DISTRIBUTED TO THE AFOREMENTIONED NON-PROFIT ORGANIZATION. THE NET ASSETS WILL CONSIST OF ALL CASH, ACCOUNTS RECEIVABLE, GRANTS RECEIVABLE AND PREPAID EXPENSES AND WILL BE THE AMOUNT THAT REMAINS AFTER ALL EXPENSES AND LIABILITIES HAVE BEEN PAID.
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KAREN RICHARDS SENIOR FINANCE MANA
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06109935125
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.AONA.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0RESEARCH: AONA CHARITABLE FOUNDATION (AONACF) 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 PRACTICE. THE ORGANIZATION WAS DISSOLVED DURING 2020 AND REORGANIZED AS A NEW NOT-FOR-PROFIT ORGANIZATION, AO NORTH AMERICA CHARITABLE FUND.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0FELLOWSHIPS: AONACF ADMINISTERED A COMPREHENSIVE FELLOWSHIP PROGRAM. AONACF OFFERED INTENSIVE OPPORTUNITIES FOR FULLY TRAINED ORTHOPEDIC AND NEUROSURGEONS INTERESTED IN SURGERY. THE ORGANIZATION WAS DISSOLVED DURING 2020 AND REORGANIZED AS A NEW NOT-FOR-PROFIT ORGANIZATION, AO NORTH AMERICA CHARITABLE FUND.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0THE ORGANIZATION PROVIDED EDUCATIONAL AND COMMUNITY DEVELOPMENT OPPORTUNITIES FOR INTERESTED PERSONS. THE ORGANIZATION WAS DISSOLVED DURING 2020 AND REORGANIZED AS A NEW NOT-FOR-PROFIT ORGANIZATION, AO NORTH AMERICA CHARITABLE FUND.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0AO NORTH AMERICA TRADE ASSOCIATION INC
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(C)(6)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0THE FILING ORGANIZATION WAS PREVIOUSLY SUPPORTED BY AO NORTH AMERICA TRADE ASSOCIATION, INC., A SECTION 501(C)(6) MEMBERSHIP ORGANIZATION WHOSE EXEMPT PURPOSE ALIGNED WITH THE EXEMPT PURPOSE OF THE FILING ORGANIZATION. THE TWO ORGANIZATIONS WERE RELATED BY VIRTUE OF THEIR COMMON BOARDS AND THEIR SUPPORT OF MEDICAL RESEARCH AND FELLOWSHIPS. THE FILING ORGANIZATION AND AO NORTH AMERICA TRADE ASSOCIATION, INC. WERE BOTH DISSOLVED DURING 2020.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05708972
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05822226
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025376463
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06978624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06092585
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06596282
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05708972
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031198689
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0AO NORTH AMERICA CHARITABLE FOUNDATION REACHED THE DECISION DURING THE YEAR TO CEASE OPERATIONS AND DISSOLVE THE ORGANIZATION. AO NORTH AMERICA CHARITABLE FOUNDATION TRANSFERRED THE REMAINING NET ASSETS TO A NEW RELATED ORGANIZATION, AO NORTH AMERICA CHARITABLE FUND UPON DISSOLUTION.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016393449
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSFER OF NET ASSETS TO AFFILIATED ORGANIZATION
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN RICHARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR FINANCE MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum06106952459
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AO NORTH AMERICA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AONO
ReturnHeader/Filer/EIN0232701788
ReturnHeader/Filer/PhoneNum06106952459
ReturnHeader/Filer/USAddress/AddressLine1Txt0435 DEVON PARK DRIVE NO 820
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019087
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01570 FRUITVILLE PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017601
ReturnHeader/PreparerPersonGrp/PhoneNum07177404863
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI N BOGDA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-26T10:01:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICHARDS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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