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US nonprofit · EIN 830890149 · Wayne, PAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 830890149) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Principal officer IRS Form 990-N (e-Postcard) - principal officer named for tax year 2019.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.State registers Colorado Secretary of State (17 October 2026).Licence US Federal Government public domain.How we handle data

AO North America Charitable Fund

Donations deductible
Revenue
$4m
year to 31 December 2024
Expenses
$3.2m
year to 31 December 2024
Total assets
$21.4m
$5.1m liabilities
Net assets
$16.3m
assets less liabilities
Directors and trustees
9
5.1y av
Staff
0
407 volunteers
Chair observed
≥4 yrs
Amy Kapatkin
Left since last filing
0
no seats appear to have opened
How am I connected?

AO North America Charitable Fund's network

9 people3 organisationsi9 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (8) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Amy Kapatkin ChairChairperson2020
6 yrs
Alan S HerfordCompany secretary2021
5 yrs
Daniel SciubbaTreasurer (As of 07/2024)2024
2 yrs
Denis Marcellin-LittleTreasurer2020
6 yrs
John FranceMember2020
6 yrs
Mark LeePresident (As of 08/2024)2021
5 yrs
Michael SUKMember2021
5 yrs
Milton RouttPresident (Until 08/2024)2020
6 yrs
Timothy AchorMember2024
2 yrs
Under 5 years5 to 6 years6 years or more

Officers and senior leadership

4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Jennifer Wolff JonesExecutive Directorsince 2023
Karen RichardsVP of Finance & Operationssince 2021
Michael LewisController (Until 6/21)since 2020
Stephen SchwartzExecutive Director Until June 2022since 2020

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Milton RouttPresident (Until 08/2024)0.5$16k
Mark LeePresident (As of 08/2024)5$12k
Amy KapatkinChairperson0.5$10k
Denis Marcellin-LittleTreasurer0.5$5k
Daniel SciubbaTreasurer (As of 07/2024)0.5$5k
Alan S HerfordSecretary0.5$5k
Michael SukMember0.5$5k
Timothy AchorMember0.5$370
John FranceMember0.5$0
Karen RichardsVP of Finance & Operations0.5$0$193k$33k
Jennifer Wolff JonesExecutive Director0.5$0$318k$19k

Colorado roster

9 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20213027757). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.
NameTitle as filed
George Kushner
Michael Lewis
Amy Kapatkin
James StannardChair
John France
Denis Marcellin-Little
James Stannard
Mark Lee
Michael Suk

About

Legal name
Ao North America Charitable Fund
EIN
830890149
Address
435 Devon Park Dr Ste 820, Wayne, PA, 19087-1940
State
Pennsylvania
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... (as filed on the Form 990)
Activity (NTEE)
H50 Medical research
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Medical Research
Size band
8 (IRS master file code)
Formed
2019
Principal officer
Jennifer Jones (as named on the Form 990)
IRS ruling date
1 July 2019
Status
Code 01 (unconditional exemption)
Form 990 filings on record
5, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedSUPPORTING ORGANIZATIONAo North America Inc

Longest observed on the filings

≥6years on the filingsAmy Kapatkin
≥6years on the filingsDenis Marcellin-Little
≥6years on the filingsJohn France
≥6years on the filingsMilton Routt

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$21.4m
Total liabilities
$5.1m
Net assets or fund balances
$16.3m
Contributions and grants received
$28k
Program service revenue
$3m
Grants and similar paid out
$239k
Employees
0
Volunteers
407

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$4m$3.2m$884k

As filed on the IRS Form 990. US dollars.

State registration

1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.
Ao North America Charitable Fund likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Pennsylvania Department of State, business entities (data.pa.gov xvd7-5r2c). Licence: public domain. Data last fetched 18 October 2026.
State
Pennsylvania
Entity type
Domestic Nonprofit Corporation
Status
Active
Formed
8 May 2018
Registered agent
Not stated