Civic Intelligence

Ao North America Charitable Fund

EIN 83-0890149 • 501(c)3 • Wayne, PA

Profile

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.

435 Devon Park Drive 820Wayne, PA 19087

www.aona.org

Siviq Scores

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

Liabilities / Assets

56th percentile

0.24x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

1.25x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$337,633

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

48%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$21,422,213

Up $2,255,518 (+12%) from 2023

Liabilities

Up

$5,075,727

Up $455,404 (+9.9%) from 2023

Net Assets

Up

$16,346,486

Up $1,800,114 (+12%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin75th percentile

Revenue

Up

$4,045,459

Up $1,318,958 (+48%) from 2023

Expenses

Down

$3,161,469

Down $145,716 (-4.4%) from 2023

Net Income

Up

$883,990

Up $1,464,674 (+252%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$30M$20M$10M$0Assets 2020: $19,101,253Liabilities 2020: $3,246,403Net Assets 2020: $15,854,8502020Assets 2021: $19,731,276Liabilities 2021: $3,717,840Net Assets 2021: $16,013,4362021Assets 2022: $16,950,839Liabilities 2022: $3,806,601Net Assets 2022: $13,144,2382022Assets 2023: $19,166,695Liabilities 2023: $4,620,323Net Assets 2023: $14,546,3722023Assets 2024: $21,422,213Liabilities 2024: $5,075,727Net Assets 2024: $16,346,4862024

Highlighted filing

2024

Assets$21,422,213
Liabilities$5,075,727
Net Assets$16,346,486
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $2,768,399Expenses 2020: $3,810,616Net Income 2020: -$1,042,2172020Revenue 2021: $3,259,490Expenses 2021: $3,594,228Net Income 2021: -$334,7382021Revenue 2022: $3,979,626Expenses 2022: $3,574,093Net Income 2022: $405,5332022Revenue 2023: $2,726,501Expenses 2023: $3,307,185Net Income 2023: -$580,6842023Revenue 2024: $4,045,459Expenses 2024: $3,161,469Net Income 2024: $883,9902024

Highlighted filing

2024

Revenue$4,045,459
Expenses$3,161,469
Net Income$883,990
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,422,213
Liabilities
$5,075,727
Net assets
$16,346,486
Revenue
$4,045,459
Expenses
$3,161,469
Net income
$883,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$5.08$16.3$4.05$3.16$0.88
2023Detailed filing. Detailed filing data is available for this year.$19.2$4.62$14.5$2.73$3.31$0.58
2022Detailed filing. Detailed filing data is available for this year.$17.0$3.81$13.1$3.98$3.57$0.41
2021Detailed filing. Detailed filing data is available for this year.$19.7$3.72$16.0$3.26$3.59$0.33
2020Detailed filing. Detailed filing data is available for this year.$19.1$3.25$15.9$2.77$3.81$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$9,515,969
Mission and Program 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.

Promoting excellence in patient care and outcomes through education, mentorships and research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,645,206$20,577,598▲ $1,932,392
Cash and Non-Interest-Bearing Accounts$449,609$788,815▲ $339,206
Prepaid Expenses and Deferred Charges$58,047$50,803▼ $7,244
Accounts Receivable$13,833$4,997▼ $8,836
Total Assets$19,166,695$21,422,213▲ $2,255,518
Liabilities
Other Liabilities$3,239,100$3,562,948▲ $323,848
Deferred Revenue$997,197$1,104,030▲ $106,833
Accounts Payable and Accrued Expenses$384,026$408,749▲ $24,723
Total Liabilities$4,620,323$5,075,727▲ $455,404
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,546,372$16,346,486▲ $1,800,114
Total Net Assets Fund Balance$14,546,372$16,346,486▲ $1,800,114
Total Liabilities and Net Assets / Fund Balance$19,166,695$21,422,213▲ $2,255,518
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Milton RouttPresident (until 08/2024)-$16,267$16,267
Mark LeePresident (as of 08/2024)PT$12,089$12,089
Amy KapatkinChairperson-$10,000$10,000
Alan S HerfordSecretary-$5,000$5,000
Daniel SciubbaTreasurer (as of 07/2024)-$5,000$5,000
Denis Marcellin-littleTreasurer-$5,000$5,000
Michael SukMember-$5,000$5,000
Timothy AchorMember-$370$370

Board Members and Trustees

NameTitle
Jennifer Wolff JonesExecutive Director
John FranceMember
Karen RichardsVP of Finance & Operations
Revenue and Support

Revenue Composition

Contributions and Grants
$28,224
Program Service Revenue
$2,956,351
Investment Income
$1,060,884
Other Revenue
$0
All Other Contributions
$28,224
Change in Net Assets
$883,990

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,045,459
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$871,633
Total Revenue per Audited Statements
$4,917,092
Total Revenue per Form 990
$4,045,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,538,396
Salaries, Compensation, and Employee Benefits$384,258
Grants and Similar Amounts Paid$238,815
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$803,581--$803,581
Other Salaries and Wages$194,031$131,501-$325,532
Foreign Grants$238,815--$238,815
Office Expenses$85,682$43,632-$129,314
Current Officers, Directors, Trustees, and Key Employees$58,726--$58,726
Fees for Services Accounting-$51,214-$51,214
Insurance-$50,607-$50,607
Fees for Service Investment Mgmnt Fees-$44,491-$44,491
Fees for Services Legal-$35,365-$35,365
Fees for Services Other-$16,553-$16,553
Information Technology$4,158--$4,158
Conferences and Meetings$700--$700
Other Expenses$314$3,250-$314
Total Functional Expenses$2,784,856$376,613$0$3,161,469

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,161,469
Expenses per Audited Statements$3,116,978
Total Expenses per Audited Statements$3,116,978
Expenses Not Reported on Financial Statements$44,491
Other Expense Adjustments$44,491
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$274,995

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America - Canada and Mexico, But Not the United StatesProgram ServicesFellowship00$274,995
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$3,562,948
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
No
Management duties delegated
No

Governance Explanations

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 Charitable Fund
EIN
83-0890149
Phone
6109935121
Address
435 DEVON PARK DRIVE 820, WAYNE, PA 19087

Signing Officer

Name
Karen Richards
Title
VP of Finance & Operations
Phone
6109935121
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Jones
Formed
2019
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
6
Employees
0
Volunteers
407

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda
Phone
7177404863
Supplemental Narrative

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, 2024 and 2023. The organization's policy is to recognize interest related to unrecognized tax benefits in interest expense and penalties in general and administrative expenses.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“INVESTMENT FEES -44,491.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“INVESTMENT FEES 44,491.”

Raw XML AppendixShowing 400 of 646 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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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05977418
IRS990/GrossReceiptsAmt09515969
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt04158
IRS990/InformationTechnologyGrp/TotalAmt04158
IRS990/InsuranceGrp/ManagementAndGeneralAmt050607
IRS990/InsuranceGrp/TotalAmt050607
IRS990/InvestmentIncomeGrp/ExclusionAmt0553976
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0553976
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018645206
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020577598
IRS990/IRPDocumentCnt0407
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05470510
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROMOTING 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt014546372
IRS990/NetAssetsOrFundBalancesEOYAmt016346486
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0506908
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0506908
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0916124
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt014546372
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt016346486
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt043632
IRS990/OfficeExpensesGrp/ProgramServicesAmt085682
IRS990/OfficeExpensesGrp/TotalAmt0129314
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FACULTY PER DIEMS
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2RESEARCH
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03250
IRS990/OtherExpensesGrp/ProgramServicesAmt01398849
IRS990/OtherExpensesGrp/ProgramServicesAmt1314
IRS990/OtherExpensesGrp/TotalAmt01398849
IRS990/OtherExpensesGrp/TotalAmt13250
IRS990/OtherExpensesGrp/TotalAmt2314
IRS990/OtherLiabilitiesGrp/BOYAmt03239100
IRS990/OtherLiabilitiesGrp/EOYAmt03562948
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0131501
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0194031
IRS990/OtherSalariesAndWagesGrp/TotalAmt0325532
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058047
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050803
IRS990/PrincipalOfficerNm0JENNIFER JONES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02956351
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02956351
IRS990/ProgSrvcAccomActy2Grp/Desc0FELLOWSHIP: AONA CF AND AONA, INC. ADMINISTER COMPREHENSIVE FELLOWSHIP PROGRAMS. AONA OFFERS INTENSIVE OPPORTUNITIES FOR FULLY TRAINED ORTHOPEDISTS AND NEUROLOGISTS INTERESTED IN SURGERY. AONA, INC AND AONA CF PROVIDED FUNDING FOR 194 FELLOWS LAST YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0310678
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0223781
IRS990/ProgSrvcAccomActy3Grp/Desc0RESEARCH: AO NORTH AMERICA CHARITABLE FUND PROVIDES GRANTS TO ORGANIZATIONS TO SUPPORT RESEARCH STUDIES IN THE FIELD OF ORTHOPEODICS AND PATIENT CARE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt022427
IRS990/ProgSrvcAccomActy3Grp/GrantAmt013081
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt064560
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0382086
IRS990/PYInvestmentIncomeAmt0290328
IRS990/PYOtherExpensesAmt02590099
IRS990/PYOtherRevenueAmt02187
IRS990/PYProgramServiceRevenueAmt02369426
IRS990/PYRevenuesLessExpensesAmt0-580684
IRS990/PYSalariesCompEmpBnftPaidAmt0335000
IRS990/PYTotalExpensesAmt03307185
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02726501
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0883990
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02956351
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER REVENUE - 2023 AMOUNT: $ 2,187.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028224
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt064560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01511000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02014723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01809204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05427711
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0553976
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0524524
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0716233
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0277900
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0203338
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02275971
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02956351
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02369426
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01576582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0879501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0731615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08513475
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0553976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0524524
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0716233
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0277900
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0203338
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02275971
IRS990ScheduleA/InvestmentIncomeCYPct00.14030
IRS990ScheduleA/InvestmentIncomePYPct00.13580
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02187
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02187
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85950
IRS990ScheduleA/PublicSupportPY509Pct00.86400
IRS990ScheduleA/PublicSupportTotal509Amt013941186
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02984575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02433986
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03087582
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02894224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02540819
IRS990ScheduleA/Total509Grp/TotalAmt013941186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03538551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02960697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03803815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03172124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02744157
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016219344
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt044491
IRS990ScheduleD/ExpensesSubtotalAmt03116978
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0916124
IRS990ScheduleD/OtherExpensesNotIncludedAmt044491
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03562948
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenueAmt0-44491
IRS990ScheduleD/RevenueNotReportedAmt0871633
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04045459
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, 2024 AND 2023. 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/ExplanationTxt1INVESTMENT FEES -44,491.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT FEES 44,491.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03161469
IRS990ScheduleD/TotalLiabilityAmt03562948
IRS990ScheduleD/TotalRevenuePerForm990Amt04045459
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04917092
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03116978
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0274995
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0FELLOWSHIP
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt09995
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt145000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt245000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt345000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt415000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt515000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt625000

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