Civic Intelligence

Ao North America Inc

EIN 38-3904685 • 501(c)6 • Wayne, PA

Profile

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.

435 Devon Park Drive No 820Wayne, PA 19087

www.aona.org

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

100th percentile

$337,724

Higher top officer pay than 100% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $19,734,295 (-100%) from 2019

Liabilities

Down

$0

Down $15,112,598 (-100%) from 2019

Net Assets

Down

$0

Down $4,621,697 (-100%) from 2019

Revenue

Down

$0

Down $25,179,663 (-100%) from 2019

Expenses

Down

$0

Down $23,090,721 (-100%) from 2019

Net Income

Down

$0

Down $2,088,942 (-100%) from 2019

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2013: $4,718,209Liabilities 2013: $4,600,000Net Assets 2013: $118,2092013Assets 2014: $7,895,721Liabilities 2014: $5,386,728Net Assets 2014: $2,508,9932014Assets 2015: $4,587,034Liabilities 2015: $2,516,471Net Assets 2015: $2,070,5632015Assets 2016: $12,927,326Liabilities 2016: $11,460,291Net Assets 2016: $1,467,0352016Assets 2017: $4,232,657Liabilities 2017: $3,346,145Net Assets 2017: $886,5122017Assets 2018: $18,586,273Liabilities 2018: $14,746,793Net Assets 2018: $3,839,4802018Assets 2019: $19,734,295Liabilities 2019: $15,112,598Net Assets 2019: $4,621,6972019Assets 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.

$30M$20M$10M$0-$10MRevenue 2013: $10,407,242Expenses 2013: $10,289,033Net Income 2013: $118,2092013Revenue 2014: $24,991,142Expenses 2014: $22,600,349Net Income 2014: $2,390,7932014Revenue 2015: $25,753,736Expenses 2015: $25,884,897Net Income 2015: -$131,1612015Revenue 2016: $24,439,313Expenses 2016: $24,789,043Net Income 2016: -$349,7302016Revenue 2017: $24,491,848Expenses 2017: $25,112,784Net Income 2017: -$620,9362017Revenue 2018: $24,169,036Expenses 2018: $22,770,690Net Income 2018: $1,398,3462018Revenue 2019: $25,179,663Expenses 2019: $23,090,721Net Income 2019: $2,088,9422019Revenue 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
Gross Receipts
$0
Mission and Program Overview

Mission

AO North America is a nonprofit organization dedicated to

Aona supports advancement of patient care in orthopedic specialties and surgical education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,321,842$0▼ $11,321,842
Cash and Non-Interest-Bearing Accounts$7,225,932$0▼ $7,225,932
Prepaid Expenses and Deferred Charges$798,971$0▼ $798,971
Land, Buildings, and Equipment, Net$339,344$0▼ $339,344
Accounts Receivable$48,206$0▼ $48,206
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$19,734,295$0▼ $19,734,295
Other Assets Total-$0-
Liabilities
Other Liabilities$12,682,101$0▼ $12,682,101
Accounts Payable and Accrued Expenses$1,352,132$0▼ $1,352,132
Deferred Revenue$1,078,365$0▼ $1,078,365
Total Liabilities$15,112,598$0▼ $15,112,598
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,621,697$0▼ $4,621,697
Net Assets With Donor Restrictions-$0-
Total Net Assets Fund Balance$4,621,697$0▼ $4,621,697
Total Liabilities and Net Assets / Fund Balance$19,734,295$0▼ $19,734,295
Compensation and Service Providers

Employees

NameTitleOtherTotal
James Stannard MdChairman$17,500$17,500
Amy KapatkinPresident$16,250$16,250
David Helfet MdDirector$7,500$7,500
Al Ruggles DvmDirector$5,000$5,000
George KushnerDirector$5,000$5,000
John FranceDirector$5,000$5,000
Milton RouttDirector$5,000$5,000
Denis Marcellin-littleDirector$1,250$1,250

Board Members and Trustees

NameTitle
Stephen SchwartzExecutive Director
Michael LewisController
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Ao north america trade association, inc. Was a tax-exempt organization with members including north american (u.s. And canada) surgeons who specialize in the areas in which aona focuses are qualified to be members of the organization. Each surgeon is a member of one of the respective clinical divisions. The organization was dissolved during 2020 and reorganized as a new not-for-profit organization, ao north america inc.

Form 990, Part VI, Section A, Line 7A

Members shall submit to the respective clinical division nominating committees names of senior members who are in good standing and who are interested in serving on the board of directors. Once the "review and evaluation" process is completed, each clinical division nominating committee shall recommend to the members of their respective clinical divisions a slate of senior members who are willing to represent each such clinical division on the board of directors. The voting members of the respective clinical divisions shall then elect one (1) senior member associated with their respective clinical division to serve on the board of directors. The organization was dissolved during 2020 and reorganized as a new not-for-profit organization, ao north america inc.

Form 990, Part VI, Section A, Line 7B

As indicated above, voting members elected directors to the board. Voting members also attended annual and special meetings of the members where other business was transacted. The organization was dissolved during 2020 and reorganized as a new not-for-profit organization, ao north america inc.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the executive director and treasurer and compared to meeting notes and activity for the year to ensure accuracy of the return and shared with the full board prior to filing the return with the irs.

Form 990, Part VI, Section B, Line 12C

Aona annually shares the policy with officers, directors, surgeon volunteers and employees. Family and business relationships are expressly mentioned in the policy. We require that all indicate in writing that they have reviewed and understand the policy. All are required to disclose in writing any potential conflicts. Aona goes through a process to resolve any potential conflicts. This process includes elevation of issues to the board of directors if necessary. There are multiple layers of review. First, the compliance department staff, led by the director of cme, reviews all disclosures. The director reports to the ethics and content validation subcommittee. The subcommittee then reports to the board of directors. Should the conflicted person be a board director, the other directors would ensure that the conflicted person does not participate in decision-making regarding the conflict.

Form 990, Part VI, Section C, Line 19

The organization makes the governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Ao North America Trade Association Inc
EIN
38-3904685
Phone
6109935121
Address
435 DEVON PARK DRIVE NO 820, WAYNE, PA 19087

Signing Officer

Name
Karen Richards
Title
Senior Finance Manager
Phone
6109935121
Signed
2021-08-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen a Schwartz
Formed
2013
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly US Llp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

Ao north america trade association, inc. Was dissolved and reorganized as a new not-for-profit organization, ao north america inc.

FORM 990, PART XI, LINE 9:

Transfer of net assets to affiliated organization -4,621,697.

Financial Statement Notes

PART X, LINE 2:

The organization accounts for uncertainties in income taxes in accordance with authoritative guidance, which prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Management determined there were no tax uncertainties that met the recognition threshold at december 31, 2020 and 2019. The organization's policy is to recognize interest related to unrecognized tax benefits in interest expense and penalties in general and administrative expenses.

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IRS990/ProgSrvcAccomActy3Grp/Desc0FELLOWSHIP: AONA PROVIDED FUNDING TO AONACF THAT ADMINISTERED A COMPREHENSIVE FELLOWSHIP PROGRAM. AONACF OFFERED INTENSIVE OPPORTUNITIES FOR FULLY TRAINED ORTHOPEDIC AND NEUROSURGEONS INTERESTED IN SURGERY. THE ORGANIZATIONS WERE DISSOLVED DURING 2020 AND REORGANIZED AS NEW NOT-FOR-PROFIT ORGANIZATIONS, AO NORTH AMERICA INC AND AO NORTH AMERICA CHARITABLE FOUNDATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt022656760
IRS990/PYGrantsAndSimilarPaidAmt05500000
IRS990/PYInvestmentIncomeAmt0225160
IRS990/PYOtherExpensesAmt012450174
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02297743
IRS990/PYRevenuesLessExpensesAmt02088942
IRS990/PYSalariesCompEmpBnftPaidAmt05140547
IRS990/PYTotalExpensesAmt023090721
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt025179663
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT DECEMBER 31, 2020 AND 2019. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN GENERAL AND ADMINISTRATIVE EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt055456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt132377
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0277441
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1183812
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt04827
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt12571
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEPHEN SCHWARTZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MICHAEL LEWIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CONTROLLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0337724
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1218760
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0OFFICERS ARE PAID BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY A COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd01
IRS990ScheduleN/EmployeeOfSuccessorInd01
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1ACCOUNTS RECEIVABLE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc2PREPAID EXPENSES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc3EQUIPMENT - NET OF DEPRECIATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc4INVESTMENTS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0AO NORTH AMERICA INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1AO NORTH AMERICA INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt2AO NORTH AMERICA INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt3AO NORTH AMERICA INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt4AO NORTH AMERICA INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-01-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12020-01-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt22020-01-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt32020-01-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt42020-01-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0371901892
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1371901892
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN2371901892
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN3371901892
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN4371901892
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt07225932
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt148206
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt2798971
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt3339344
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt411321842
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt2501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt3501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt4501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt2COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt3COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt4COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0435 DEVON PARK DRIVE SUITE 820
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1435 DEVON PARK DRIVE SUITE 820
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt2435 DEVON PARK DRIVE SUITE 820
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt3435 DEVON PARK DRIVE SUITE 820
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt4435 DEVON PARK DRIVE SUITE 820
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0WAYNE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1WAYNE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm2WAYNE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm3WAYNE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm4WAYNE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0PA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1PA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd2PA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd3PA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd4PA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd019087
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd119087
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd219087
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd319087
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd419087
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: ALL BOARD MEMBERS AND OFFICERS.
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: THE BOARD MEMBERS AND OFFICERS OF THE DISSOLVING ORGANIZATION ARE ALL DIRECTORS AND OFFICERS OF THE TRANSFEREE ORGANIZATION, AO NORTH AMERICA INC.
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS DISSOLVING AND WILL GIVE NOTICE TO THE STATE OF PENNSYLVANIA THROUGH THE APPROPRIATE STATE OFFICES AND DEPARTMENTS.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I, LINE 6C:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AO NORTH AMERICA TRADE ASSOCIATION, INC. WAS DISSOLVED AND REORGANIZED AS A NEW NOT-FOR-PROFIT ORGANIZATION, AO NORTH AMERICA INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AO NORTH AMERICA TRADE ASSOCIATION, INC. WAS A TAX-EXEMPT ORGANIZATION WITH MEMBERS INCLUDING NORTH AMERICAN (U.S. AND CANADA) SURGEONS WHO SPECIALIZE IN THE AREAS IN WHICH AONA FOCUSES ARE QUALIFIED TO BE MEMBERS OF THE ORGANIZATION. EACH SURGEON IS A MEMBER OF ONE OF THE RESPECTIVE CLINICAL DIVISIONS. THE ORGANIZATION WAS DISSOLVED DURING 2020 AND REORGANIZED AS A NEW NOT-FOR-PROFIT ORGANIZATION, AO NORTH AMERICA INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS SHALL SUBMIT TO THE RESPECTIVE CLINICAL DIVISION NOMINATING COMMITTEES NAMES OF SENIOR MEMBERS WHO ARE IN GOOD STANDING AND WHO ARE INTERESTED IN SERVING ON THE BOARD OF DIRECTORS. ONCE THE "REVIEW AND EVALUATION" PROCESS IS COMPLETED, EACH CLINICAL DIVISION NOMINATING COMMITTEE SHALL RECOMMEND TO THE MEMBERS OF THEIR RESPECTIVE CLINICAL DIVISIONS A SLATE OF SENIOR MEMBERS WHO ARE WILLING TO REPRESENT EACH SUCH CLINICAL DIVISION ON THE BOARD OF DIRECTORS. THE VOTING MEMBERS OF THE RESPECTIVE CLINICAL DIVISIONS SHALL THEN ELECT ONE (1) SENIOR MEMBER ASSOCIATED WITH THEIR RESPECTIVE CLINICAL DIVISION TO SERVE ON THE BOARD OF DIRECTORS. THE ORGANIZATION WAS DISSOLVED DURING 2020 AND REORGANIZED AS A NEW NOT-FOR-PROFIT ORGANIZATION, AO NORTH AMERICA INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS INDICATED ABOVE, VOTING MEMBERS ELECTED DIRECTORS TO THE BOARD. VOTING MEMBERS ALSO ATTENDED ANNUAL AND SPECIAL MEETINGS OF THE MEMBERS WHERE OTHER BUSINESS WAS TRANSACTED. THE ORGANIZATION WAS DISSOLVED DURING 2020 AND REORGANIZED AS A NEW NOT-FOR-PROFIT ORGANIZATION, AO NORTH AMERICA INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER AND COMPARED TO MEETING NOTES AND ACTIVITY FOR THE YEAR TO ENSURE ACCURACY OF THE RETURN AND SHARED WITH THE FULL BOARD PRIOR TO FILING THE RETURN WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AONA ANNUALLY SHARES THE POLICY WITH OFFICERS, DIRECTORS, SURGEON VOLUNTEERS AND EMPLOYEES. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY. WE REQUIRE THAT ALL INDICATE IN WRITING THAT THEY HAVE REVIEWED AND UNDERSTAND THE POLICY. ALL ARE REQUIRED TO DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS. AONA GOES THROUGH A PROCESS TO RESOLVE ANY POTENTIAL CONFLICTS. THIS PROCESS INCLUDES ELEVATION OF ISSUES TO THE BOARD OF DIRECTORS IF NECESSARY. THERE ARE MULTIPLE LAYERS OF REVIEW. FIRST, THE COMPLIANCE DEPARTMENT STAFF, LED BY THE DIRECTOR OF CME, REVIEWS ALL DISCLOSURES. THE DIRECTOR REPORTS TO THE ETHICS AND CONTENT VALIDATION SUBCOMMITTEE. THE SUBCOMMITTEE THEN REPORTS TO THE BOARD OF DIRECTORS. SHOULD THE CONFLICTED PERSON BE A BOARD DIRECTOR, THE OTHER DIRECTORS WOULD ENSURE THAT THE CONFLICTED PERSON DOES NOT PARTICIPATE IN DECISION-MAKING REGARDING THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRANSFER OF NET ASSETS TO AFFILIATED ORGANIZATION -4,621,697.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0AO NORTH AMERICA CHARITABLE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AO NORTH AMERICA CHARITABLE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1AO NORTH AMERICA CHARITABLE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2AO NORTH AMERICA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0232701788
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1830890149
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2371901892
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)

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