2025-02-19T13:26:25-05:00 2024-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2023-07-01 271038554 ORTHOWORX INC ORTH 5743064122 102 S BUFFALO ST 3RD FLOOR WARSAW IN 46580 TERRY SCHLOTTERBACK CHAIR 5743064122 2025-02-18 true false THOMAS A ROBERTS P00997867 7652847554 2025-02-18 2023 2025-03-06 01:10:19Z TERRY SCHLOTTERBACK 102 S BUFFALO ST 3RD FLOOR WARSAW IN 46580 1036740 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. 18 18 9 250 0 13000 233500 537465 769284 23532 30794 5696 3162 579693 1036740 0 0 452494 595869 0 30274 207965 270660 660459 866529 -80766 170211 1095673 1268062 42286 102926 1053387 1165136 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. false false 455119 769284 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. 455119 false false false true false false false false false true true false true true true false false false false false false false false false false false false false true false false false false false false false false false false false false false false true 9 0 true 9 true false false false false false false false false X 18 18 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 DREW FLAMM VICE CHAIR 1.00 X X 0 0 0 STEPHANIE OVERBEY SECRETARY 1.00 X X 0 0 0 EVAN SPEICHER TREASURER 1.00 X 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 JOE THALLEMER DIRECTOR 1.00 X 0 0 0 MALLORY TRUSTY 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 KIM BARNETT-JOHNSON DIRECTOR 1.00 X 0 0 0 RJ HALL DIRECTOR 1.00 X 0 0 0 CHRISTINA PIECUCH DIRECTOR 1.00 X 0 0 0 LEANNE TURNER DIRECTOR 1.00 X 0 0 0 VINCE WONG DIRECTOR 1.00 X 0 0 0 ROBERT E VITOUX PRESIDENT AN 40.00 X 229045 0 0 229045 1 false true false 233500 233500 OPERATING SUPPORT REVENUE 900099 755755 755755 PROGRAM REVENUE 900099 13529 13529 769284 30794 30794 MISCELLANEOUS 3162 3162 3162 1036740 803240 231200 113288 108664 9248 248192 121614 116650 9928 84676 41490 39799 3387 31801 15582 14947 1272 12012 12012 35625 17456 16744 1425 6759 3312 3177 270 18494 9062 8692 740 39895 19549 18750 1596 26414 12943 12414 1057 4872 2387 2290 195 4545 2227 2136 182 5356 2624 2518 214 COMMUNITY PROGRAMMING 68766 68766 STUDY EXPENSES 15501 15501 DUES AND SUBSCIPTIONS 13405 13405 MISCELLANEOUS 10186 4991 4788 407 8830 4327 4150 353 866529 455119 381136 30274 596096 670685 50105 134936 88 3814 150704 144956 10293 5748 439091 380629 72250 1095673 1268062 42286 30676 72250 42286 102926 X 329387 441136 724000 724000 1053387 1165136 1095673 1268062 170211 -58462 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 144956 5748 5748 380629 380629 RIGHT OF USE ASSET 72250 72250 RIGHT OF USE LIABILITY 72250 72250 X 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 2020, 2021, AND 2022 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. false false false ROBERT E VITOUX PRESIDENT AND CEO 229045 229045 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 2024. 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.