2024-05-10T09:06:23-04:00 2023-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2022-07-01 271038554 ORTHOWORX INC ORTH 5743064122 102 S BUFFALO ST 3RD FLOOR WARSAW IN 46580 TERRY SCHLOTTERBACK CHAIR 5743064122 2024-05-08 true DAVID FINDLAY 999009999 false THOMAS A ROBERTS P00997867 7652847554 2024-05-09 2022 2023-04-26 12:10:37Z TERRY SCHLOTTERBACK 102 S BUFFALO ST 3RD FLOOR WARSAW IN 46580 579693 false X WWW.ORTHOWORXINDIANA.COM X 2009 IN IT IS OUR MISSION TO ENSURE THAT OUR INDUSTRY AND THOSE WHO DEPEND ON ITS SUCCESS THRIVE WITH SOCIAL AND ECONOMIC BENEFITS FOR GENERATIONS TO COME. 15 15 10 250 0 457000 13000 123618 537465 3138 23532 8817 5696 592573 579693 0 0 154950 452494 0 22333 293766 207965 448716 660459 143857 -80766 1201444 1095673 6327 42286 1195117 1053387 PART III, LINE 1, BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION: (CONTINUED) - IN ORDER TO GENERATE SOCIAL AND ECONOMIC BENEFITS FOR THE REGION'S CITIZENS. false false 338359 537465 WE ARE A CATALYST, DEEPENING CONNECTIONS AMONG THE VARIOUS INTERRELATED MOVING PARTS OF OUR UNIQUE ORTHOPEDIC INDUSTRY ECOSYSTEM, SO OUR REGION REMAINS THE ORTHOPEDIC CAPITAL OF THE WORLD. IT IS OUR MISSION TO ENSURE THAT OUR INDUSTRY AND THE COMMUNITIES THAT DEPEND ON ITS SUCCESS THRIVE FOR GENERATIONS TO COME BY FOCUSING ON TALENT DEVELOPMENT, TALENT ATTRACTION AND INNOVATION. 338359 false false false true false false false false false true true false false false true false false false false false false false false false false false false false false false false false false false false false false false false false true false false true 9 0 true 10 true false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false IN X X THE ORGANIZATION 5743064122 102 S BUFFALO ST 3RD FLOOR WARSAW IN 46580 TERRY SCHLOTTERBACK CHAIR 1.00 X X 0 0 0 STEPHANIE OVERBEY SECRETARY 1.00 X X 0 0 0 DREW FLAMM DIRECTOR 1.00 X 0 0 0 CORY COLMAN DIRECTOR 1.00 X 0 0 0 SUZIE LIGHT DIRECTOR 1.00 X 0 0 0 SEAN MILLER DIRECTOR 1.00 X 0 0 0 EVAN SPEICHER DIRECTOR 1.00 X 0 0 0 JOE THALLEMER DIRECTOR 1.00 X 0 0 0 DEBBIE PITZER DIRECTOR 1.00 X 0 0 0 MALLORY TRUSTY DIRECTOR 1.00 X 0 0 0 HEATHER KIRBY LYIONS DIRECTOR 1.00 X 0 0 0 DAVID HOFFERT DIRECTOR 1.00 X 0 0 0 SHAWN GARGAC DIRECTOR 1.00 X 0 0 0 DAVID FINDLAY DIRECTOR 1.00 X 0 0 0 IAN DELANEY DIRECTOR 1.00 X 0 0 0 ROBERT E VITOUX PRESIDENT AN 40.00 X 84615 0 0 84615 false false false 13000 13000 OPERATING SUPPORT REVENUE 900099 514375 514375 PROGRAM REVENUE 900099 23090 23090 537465 23532 23532 MISCELLANEOUS 5696 5696 5696 579693 566693 223458 109495 105025 8938 163117 79927 76665 6525 35438 17364 16656 1418 30481 14936 14326 1219 39479 13777 24577 1125 6670 3268 3135 267 3874 1898 1821 155 42456 20804 19954 1698 3943 1932 1853 158 1230 603 578 49 4162 2040 1956 166 10596 5192 4980 424 COMMUNITY PROGRAMMING 41058 41058 DUES AND SUBSCIPTIONS 26000 26000 STUDY EXPENSES 23729 23729 WEBSITE 4747 2326 2231 190 21 10 10 1 660459 338359 299767 22333 642304 596096 57411 50105 88 150704 140411 1674 10293 500055 439091 1201444 1095673 6327 42286 6327 42286 X 471117 329387 724000 724000 1195117 1053387 1201444 1095673 -80766 -60964 X true X false false false false false SCHEDULE C, PART IV THE ORGANIZATION COLLECTS MEMBERSHIP DUES FROM OTHER ENTITIES WITH INTEREST IN THE ORTHOPEDICS DEVICE SECTOR. THE DUES ARE USED TO SUPPORT COMMUNITY AND EDUCATION INITIATIVES THAT WILL ADVANCE AND SUPPORT GROWTH AND INNOVATION WITHIN THE REGION'S UNIQUELY CONCENTRATED, GLOBALLY SIGNIFICANT ORTHOPEDICS DEVICE SECTOR. NO PART OF THE MEMBERSHIP DUES IS USED FOR NONDEDUCTIBLE LOBBYING AND POLITICAL EXPENDITURES. 150704 140411 10293 10293 439091 439091 X 518729 -60964 -60964 579693 579693 660459 660459 660459 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE ORGANIZATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2019, 2020, AND 2021 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. FORM 990, PAGE 6, PART VI, LINE 11B UPON COMPLETION OF THE FORM 990, AN ELECTRONIC VERSION OF THE RETURN IS DISTRIBUTED TO ALL BOARD MEMBERS. BOARD MEMBERS ARE ASKED TO REVIEW THE RETURN AND INDICATE WHETHER THEY ACCEPT OR DO NOT ACCEPT THE FORM 990 AS PRESENTED. IF ACCEPTED BY A MAJORITY OF THE BOARD, THE FORM 990 IS THEN SUBMITTED TO THE IRS. IF NOT ACCEPTED, THE FORM 990 WILL BE REVISED UNTIL ACCEPTED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C EACH YEAR, BOARD MEMBERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST STATEMENT AND A RELATED PARTY QUESTIONAIRE. THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE THROUGH REVIEW OF THESE MATERIALS AND SELF-REGULATION OF BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION LEADER IS GOVERNED AND APPROVED BY THE COMPENSATION COMMITTEE INCLUDING FOR FISCAL YEAR 2023. THE ORGANIZATION LEADER SUBMITS A WRITTEN SELF-ASSESSMENT TO THE ORTHOWORX COMPENSATION COMMITTEE ABOUT ONE WEEK BEFORE THE MEETING AT WHICH COMPENSATION WILL BE ADDRESSED. IF INCENTIVE COMPENSATION HAS BEEN OFFERED, THE SELF-ASSESSMENT WILL INCLUDE A NARRATIVE OF PERFORMANCE RESULTS COMPARED WITH THE TERMS OF THE INCENTIVE COMPENSATION. THE COMPENSATION COMMITTEE IN CONSULTATION WITH THE ORGANIZATION LEADER, WILL DEVELOP A LIST OF COMPARABLES TO THE COMPENSATION OF OTHER EXECUTIVES IN SIMILAR POSITIONS AS WELL AS A COMPENSATION HISTORY FOR THE ORGANIZATION LEADER. THE LIST WILL CONTAIN A MINIMUM OF THREE COMPARABLES. AT THE MEETING, THE ORGANIZATION LEADER REVIEWS THE ASSESSMENT WITH THE COMMITTEE MEMBERS AND DISCUSSES ANY QUESTIONS/CONCERNS THAT MAY ARISE. THE ORGANIZATION LEADER IS EXCUSED AND THE COMMITTEE DISCUSSES PERFORMANCE FURTHER AND COMES TO A CONCLUSION ON ANY CHANGES TO BE MADE TO FUTURE COMPENSATION AND PAYMENT TO BE MADE ON ANY INCENTIVE COMPENSATION. THE COMPENSATION COMMITTEE THAN REVIEWS COMPENSATION DETAIL AND DETERMINES ANY COMPENSATION ADJUSTMENT TO BE MADE. THE CHAIRMAN OF THE COMPENSATION COMMITTEE MEETS WITH THE ORGANIZATION LEADER TO REVIEW THE CONCLUSIONS OF THE COMPENSATION COMMITTEE REGARDING PERFORMANCE AND COMPENSATION ADJUSTMENT AND INCENTIVE PAYMENT, IF ANY. THE COMPENSATION TERMS SHOULD BE REFLECTED IN THE MINUTES OF THE COMPENSATION COMMITTEE AND DISTRIBUTED NO LATER THAN THE NEXT MEETING OF THE BOARD OF DIRECTORS OR 60 DAYS AFTER THE DATE OF THE MEETING AT WHICH THE COMPENSATION IS APPROVED, WHICHEVER IS LATER. THE MINUTES SHOULD REFLECT (I) THE DATE ON WHICH THE COMPENSATION WAS APPROVED,(II) THE MEMBERS OF THE COMPENSATION COMMITTEE WHO WERE PRESENT AND VOTED ON THE COMPENSATION TERMS, (III) THE COMPARABILITY DATA THAT WAS OBTAINED AND USED, AND (IV) ANY RECUSAL OR WITHDRAWAL BY A MEMBER OF THE COMPENSATION COMMITTEE WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION HAS NO OTHER OFFICERS OR KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 ORTHOWORX, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE ORGANIZATION'S OFFICE. ORTHOWORX, INC.'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990 IS ALSO AVAILABLE UPON REQUEST THROUGH THE ORGANIZATION'S OFFICE. ACCELINX INC 102 S BUFFALO STREET WARSAW IN 46580 814382606 BUS. 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