ORTHOFORUM INC: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ORTHOFORUM INC (EIN 46-1847645)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-23
- IRS object ID
- 202642359349300254
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-23T14:59:06-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621134353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVINGER BALL & ZIVI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6322 DEANE HILL DR | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 379195120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461847645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORTHOFORUM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORTH | BusinessNameControlTxt |
| Phone | 8653925242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 CENTER PARK DRIVE STE 121 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37922 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVE STRIDDE | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 8778295500 | PhoneNum |
| Signature | 2026-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON TAYLOR CPA | PreparerPersonNm |
| PTIN | P01604826 | PTIN |
| Phone | 8655841184 | PhoneNum |
| Preparation | 2026-08-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVE STRIDDE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 CENTER PARK DRIVE STE 121 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,664,309 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.THEORTHOFORUM.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | EXPLORE GROUP PURCHASING ALTERNATIVES AND OPPORTUNITIES, IN COMPLIANCE WITH GROUP PURCHASING REGULATORY GUIDELINES, TO POTENTIALLY UTILIZE THE PURCHASING POWER OF THE LARGE NUMBER OF MEMBER ORTHOPAEDISTS AND REDUCE THE COSTS TO PATIENTS AND PAYERS OF MEDICAL SUPPLIES, EQUIPMENT AND SERVICES. POLITICAL ACTION INITIATIVE TO DEVELOP DATA AND RESEARCH TO SUPPORT POSITIONS IMPORTNANT TO THE VIABILITY OF INDEPENDENT ORTHOPAEDIC PRACTICES TO PRESERVE INDEPENDENT PRACTICE AND THE LOWER COST CARE DELIVERY MODEL THIS OFFERS TO PATIENTS. OUTCOMES AND QUALITY RESEARCH TO ENABLE MEMBER GROUPS TO BETTER MEET THE DEMANDS OF VALUE BASED PAYMENT AND CARE DELIVERY REFORM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,374,192 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,634,653 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,504,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,253,483 | CYProgramServiceRevenueAmt |
| PY Investment Income | $126,507 | PYInvestmentIncomeAmt |
| CY Investment Income | $125,535 | CYInvestmentIncomeAmt |
| PY Other Revenue | $504,929 | PYOtherRevenueAmt |
| CY Other Revenue | $635,358 | CYOtherRevenueAmt |
| PY Total Revenue | $4,510,128 | PYTotalRevenueAmt |
| CY Total Revenue | $4,649,029 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,088,904 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,732,206 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,023,856 | PYOtherExpensesAmt |
| CY Other Expenses | $1,559,092 | CYOtherExpensesAmt |
| PY Total Expenses | $4,112,760 | PYTotalExpensesAmt |
| CY Total Expenses | $4,291,298 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $397,368 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $357,731 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,815,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,951,329 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $370,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,445,146 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,951,329 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORTHOFORUM INC. WAS ESTABLISHED TO MAINTAIN A PRODUCTION AND FINANCIAL BENCHMARKING DATABASE, TO SHARE BEST PRACTICES FOR MANAGEMENT AND OPERATIONS AND TO IDENTIFY TRENDS IMPACTING ORTHOPAEDIC GROUP PRACTICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | MAINTAIN A PRODUCTION AND FINANCIAL BENCHMARKING DATABASE, SHARING BEST PRACTICES FOR MANAGEMENT AND OPERATIONS, AND IDENTIFYING INDUSTRY TRENDS IMPACTING ORTHOPAEDIC GROUP PRACTICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMORTIZATION FOR BENCHMARKING SYSTEM | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | Yes (true) | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET WILSON | PersonNm |
| Phone | 8653925242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 CENTER PARK DRIVE | AddressLine1Txt |
| Address Line2 | SUITE 121 | AddressLine2Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37922 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| KAREN SIMONTON | ||||||||
| CEO | 1.00 | Yes (X) | $243,182 | $100,568 | $29,902 | |||
| HEATH KIRSCHNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $325,000 | $0 | $35,635 | |||
| DAVE STRIDDE | ||||||||
| COO | 1.00 | Yes (X) | $282,733 | $17,714 | $27,430 | |||
| JOSEPH HOPPER | ||||||||
| VP OF TECHNO | 1.00 | $161,295 | $27,359 | $15,622 | Yes (X) | |||
| CRYSTAL MAY | ||||||||
| MEMBER SERVI | 1.00 | $174,144 | $0 | $12,850 | Yes (X) | |||
| SCOTT ARGIE | ||||||||
| VP OF STRATE | 1.00 | $169,910 | $0 | $5,033 | Yes (X) | |||
| RUSTY YOUNGKIN | ||||||||
| SERVICES MAN | 3.00 | $150,298 | $0 | $14,088 | Yes (X) | |||
| STACEY HOLLAND | ||||||||
| OPERATIONS D | $131,498 | $0 | $0 | Yes (X) | ||||
| GLENN D SUMNER | ||||||||
| FORMER PRESI | 1.00 | $58,114 | $16,888 | $449 | Yes (X) | |||
| GIRIDHAR BURRA | ||||||||
| DIRECTOR | 1.00 | $5,500 | $0 | $0 | Yes (X) | |||
| BECKY FARMER | ||||||||
| DIRECTOR | 1.00 | $5,500 | $0 | $0 | Yes (X) | |||
| NICK GROSSO MD | ||||||||
| DIRECTOR | 1.00 | $5,500 | $0 | $0 | Yes (X) | |||
| WILL KURTZ MD | ||||||||
| DIRECTOR | 1.00 | $5,500 | $0 | $0 | Yes (X) | |||
| DAVID J UBA | ||||||||
| DIRECTOR | 1.00 | $5,500 | $0 | $0 | Yes (X) | |||
| FRANK V ALUISIO | ||||||||
| DIRECTOR | 1.00 | $2,500 | $0 | $0 | Yes (X) | |||
| KEN BROCKMAN | ||||||||
| DIRECTOR | 1.00 | $2,500 | $0 | $0 | Yes (X) | |||
| KEVIN JOYCE | ||||||||
| DIRECTOR | 1.00 | $2,500 | $0 | $0 | Yes (X) | |||
| RAY NICKEL MD | ||||||||
| DIRECTOR | 1.00 | $2,500 | $0 | $0 | Yes (X) | |||
| LISA MEAD | ||||||||
| DIRECTOR | 1.00 | $2,500 | $0 | $0 | Yes (X) | |||
| JOANN REIS | ||||||||
| DIRECTOR | 1.00 | $2,500 | $0 | $0 | Yes (X) | |||
| BENJAMIN R SHAH | ||||||||
| DIRECTOR | 1.00 | $2,500 | $0 | $0 | Yes (X) | |||
| BYRON R BUS TARBOX | ||||||||
| DIRECTOR | 1.00 | $2,500 | $0 | $0 | Yes (X) | |||
| ARTHUR VALADIE | ||||||||
| DIRECTOR | 1.00 | $2,500 | $0 | $0 | Yes (X) | |||
| TREY WILLIAMSON | ||||||||
| DIRECTOR | 1.00 | $2,500 | $0 | $0 | Yes (X) | |||
| MICHAEL J MCCASLIN | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KAREN SIMONTON | ||||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,748,674 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $162,529 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $141,009 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PHDATA INC | |||||
| PO BOX 15051 | MINNEAPOLIS | MN | 55415 | TECH SERVICES | $945,112 |
| TODD STRATEGY LLC | |||||
| 1225 NEW YORK AVE NW 800 | WASHINGTON | DC | 20005 | LEGAL | $240,000 |
| CBIZ | |||||
| 3925 RIVER CROSSING PARKWAY | INDIANAPOLIS | IN | 46240 | DATA BENCHMARK | $217,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,634,653 | MembershipDuesAmt |
| Total Contributions | $1,634,653 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORTHOPAEDIC CONFERENCE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $2,253,483 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,253,483 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,253,483 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,919 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $137,919 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,896 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,280 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$12,384 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,384 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$12,384 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PASS-THROUGH ACTIVITY (OPA) | 900099 | $464,148 | $464,148 |
| ERC INCOME | 900099 | $109,442 | $109,442 |
| FORUM GROUP INCOME | $61,953 | $61,953 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$185 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $635,358 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,649,029 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,014,376 | RelatedOrExemptFuncIncomeAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,696 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,386,768 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,830 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,912 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,278 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,908 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,998 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,214 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,873 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,490 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,293 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,355,618 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,146 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,695 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CONTINUING EDUCATION | $13,280 |
| DUES AND MEMBERSHIPS | $7,161 |
| TELEPHONE | $5,107 |
| BANK FEES | $1,783 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,807,002 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,291,298 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,429 | BOYAmt |
| EOY | $376,712 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $811,771 | BOYAmt |
| EOY | $788,257 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512 | BOYAmt |
| EOY | $93,229 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,814,710 | BOYAmt |
| EOY | $2,032,987 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,652 | BOYAmt |
| EOY | $449,436 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,220,364 | BOYAmt |
| EOY | $2,208,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,708 | BOYAmt |
| EOY | $2,708 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,815,146 | BOYAmt |
| EOY | $5,951,329 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,000 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,000 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,445,146 | BOYAmt |
| EOY | $5,951,329 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,445,146 | BOYAmt |
| EOY | $5,951,329 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,815,146 | BOYAmt |
| EOY | $5,951,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $357,731 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $148,452 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (true) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $449,436 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $449,436 | TotalBookValueSecuritiesAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| KAREN SIMONTON | ||||||
| CEO | $174,432 | $100,568 | $68,750 | $29,902 | $273,084 | $100,568 |
| HEATH KIRSCHNER | ||||||
| DIRECTOR | $260,000 | $65,000 | $35,635 | $360,635 | ||
| DAVE STRIDDE | ||||||
| COO | $222,287 | $17,714 | $60,446 | $27,430 | $310,163 | $17,714 |
| JOSEPH HOPPER | ||||||
| VP OF TECHNOLOGY | $151,295 | $27,359 | $10,000 | $15,622 | $176,917 | $27,359 |
| CRYSTAL MAY | ||||||
| MEMBER SERVICE MGR | $133,846 | $40,298 | $12,850 | $186,994 | ||
| SCOTT ARGIE | ||||||
| VP OF STRATEGY | $134,250 | $35,660 | $5,033 | $174,943 | ||
| RUSTY YOUNGKIN | ||||||
| SERVICES MANAGER | $110,000 | $40,298 | $14,088 | $164,386 | ||
| GLENN D SUMNER | ||||||
| FORMER PRESIDENT | $58,114 | $16,888 | $449 | $58,563 | $16,888 | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | AMORTIZATION FOR BENCHMARKING SYSTEM |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE GOVERNING BODY IS PROVIDED A COPY OF THE FORM 990 FOR REVIEW BEFORE FILING. THEY REVIEW THE ACCURACY AND PRESENTATION OF INFORMATION CONTAINED IN RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY BOARD MEMBERS ARE ASKED TO REVIEW THE ORGANIZATION CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIALS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FORUM GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 FORT SANDERS WEST BLVD | AddressLine1Txt |
| Address Line2 | STE 2 | AddressLine2Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272530423 | EIN |
| Primary Activities | NETWORKS | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOCONNECT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 CENTER PARK DRIVE STE 121 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822415796 | EIN |
| Primary Activities | ORTHO OPS | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501C6 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOCONNECT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Method Of Amount Determination | DIRECT ALLOCATION | MethodOfAmountDeterminationTxt |
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOFORUM PURCHASING ALLIANCE LLC | BusinessNameLine1Txt |
| Business Name Line2 | ORTHOFORUM PURCHASING ALLIANCE LLC | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 CENTER PARK DRIVE | AddressLine1Txt |
| Address Line2 | STE 121 | AddressLine2Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814021266 | EIN |
| Primary Activities | PURCHASING | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Predominate Income | UNRELATED | PredominateIncomeDesc |
| All Partners C3 S | false | AllPartnersC3SInd |
| Share Of Total Income | $476,493 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $519,146 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.10000 | OwnershipPct |
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