2026-08-23T14:59:06-04:00 2025-12-31 621134353 NOVINGER BALL & ZIVI PC 6322 DEANE HILL DR KNOXVILLE TN 379195120 990 2025-01-01 461847645 THE ORTHOFORUM INC ORTH 8653925242 123 CENTER PARK DRIVE STE 121 KNOXVILLE TN 37922 DAVE STRIDDE COO 8778295500 2026-08-15 true SHANNON TAYLOR CPA P01604826 8655841184 2026-08-18 2025 2025-03-06 01:10:19Z DAVE STRIDDE 123 CENTER PARK DRIVE STE 121 KNOXVILLE TN 37922 4664309 false X WWW.THEORTHOFORUM.COM X 2012 DE 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. 17 17 17 0 1374192 1634653 2504500 2253483 126507 125535 504929 635358 4510128 4649029 0 0 2088904 2732206 0 0 2023856 1559092 4112760 4291298 397368 357731 5815146 5951329 370000 0 5445146 5951329 X 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. false false MAINTAIN A PRODUCTION AND FINANCIAL BENCHMARKING DATABASE, SHARING BEST PRACTICES FOR MANAGEMENT AND OPERATIONS, AND IDENTIFYING INDUSTRY TRENDS IMPACTING ORTHOPAEDIC GROUP PRACTICES. AMORTIZATION FOR BENCHMARKING SYSTEM false false false true false false false false false false true false false false false false false false false false false false false false false false false false true false false false false false false false false false false true true false true true 41 0 false 17 true false false false false false false false false X 17 17 false false false false false false false true true false false true true true true false false false false false TN X JANET WILSON 8653925242 123 CENTER PARK DRIVE SUITE 121 KNOXVILLE TN 37922 KAREN SIMONTON CEO 1.00 X 243182 100568 29902 HEATH KIRSCHNER DIRECTOR 1.00 X 325000 0 35635 DAVE STRIDDE COO 1.00 X 282733 17714 27430 JOSEPH HOPPER VP OF TECHNO 1.00 X 161295 27359 15622 CRYSTAL MAY MEMBER SERVI 1.00 X 174144 0 12850 SCOTT ARGIE VP OF STRATE 1.00 X 169910 0 5033 RUSTY YOUNGKIN SERVICES MAN 3.00 X 150298 0 14088 STACEY HOLLAND OPERATIONS D X 131498 0 0 GLENN D SUMNER FORMER PRESI 1.00 X 58114 16888 449 GIRIDHAR BURRA DIRECTOR 1.00 X 5500 0 0 BECKY FARMER DIRECTOR 1.00 X 5500 0 0 NICK GROSSO MD DIRECTOR 1.00 X 5500 0 0 WILL KURTZ MD DIRECTOR 1.00 X 5500 0 0 DAVID J UBA DIRECTOR 1.00 X 5500 0 0 FRANK V ALUISIO DIRECTOR 1.00 X 2500 0 0 KEN BROCKMAN DIRECTOR 1.00 X 2500 0 0 KEVIN JOYCE DIRECTOR 1.00 X 2500 0 0 RAY NICKEL MD DIRECTOR 1.00 X 2500 0 0 LISA MEAD DIRECTOR 1.00 X 2500 0 0 JOANN REIS DIRECTOR 1.00 X 2500 0 0 BENJAMIN R SHAH DIRECTOR 1.00 X 2500 0 0 BYRON R BUS TARBOX DIRECTOR 1.00 X 2500 0 0 ARTHUR VALADIE DIRECTOR 1.00 X 2500 0 0 TREY WILLIAMSON DIRECTOR 1.00 X 2500 0 0 MICHAEL J MCCASLIN CHAIRMAN 1.00 X X 0 0 0 KAREN SIMONTON DIRECTOR X 0 0 0 1748674 162529 141009 8 true true false PHDATA INC PO BOX 15051 MINNEAPOLIS MN 55415 TECH SERVICES 945112 TODD STRATEGY LLC 1225 NEW YORK AVE NW 800 WASHINGTON DC 20005 LEGAL 240000 CBIZ 3925 RIVER CROSSING PARKWAY INDIANAPOLIS IN 46240 DATA BENCHMARK 217500 3 1634653 1634653 ORTHOPAEDIC CONFERENCE 541900 2253483 2253483 2253483 137919 137919 2896 15280 -12384 -12384 -12384 PASS-THROUGH ACTIVITY (OPA) 900099 464148 464148 ERC INCOME 900099 109442 109442 FORUM GROUP INCOME 61953 61953 -185 -185 635358 4649029 3014376 1021696 75000 1386768 85830 162912 320278 11908 388998 250 27214 399873 32490 120293 1355618 537146 144695 CONTINUING EDUCATION 13280 DUES AND MEMBERSHIPS 7161 TELEPHONE 5107 BANK FEES 1783 -1807002 4291298 0 0 0 472429 376712 811771 788257 512 93229 1814710 2032987 492652 449436 2220364 2208000 2708 2708 5815146 5951329 370000 370000 0 X 5445146 5951329 5445146 5951329 5815146 5951329 357731 148452 X false false false true false false 449436 C 449436 false false false KAREN SIMONTON CEO 174432 100568 68750 29902 273084 100568 HEATH KIRSCHNER DIRECTOR 260000 65000 35635 360635 DAVE STRIDDE COO 222287 17714 60446 27430 310163 17714 JOSEPH HOPPER VP OF TECHNOLOGY 151295 27359 10000 15622 176917 27359 CRYSTAL MAY MEMBER SERVICE MGR 133846 40298 12850 186994 SCOTT ARGIE VP OF STRATEGY 134250 35660 5033 174943 RUSTY YOUNGKIN SERVICES MANAGER 110000 40298 14088 164386 GLENN D SUMNER FORMER PRESIDENT 58114 16888 449 58563 16888 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. THE FORUM GROUP 256 FORT SANDERS WEST BLVD STE 2 KNOXVILLE TN 37922 272530423 NETWORKS TN N/A ORTHOCONNECT INC 123 CENTER PARK DRIVE STE 121 KNOXVILLE TN 37922 822415796 ORTHO OPS DE 501C6 N/A false false false false false false false false false false false false false false false false true false false false ORTHOCONNECT P DIRECT ALLOCATION ORTHOFORUM PURCHASING ALLIANCE LLC ORTHOFORUM PURCHASING ALLIANCE LLC 123 CENTER PARK DRIVE STE 121 KNOXVILLE TN 37922 814021266 PURCHASING TN UNRELATED false 476493 519146 false false 0.10000