Nonprofit · EIN 46-1847645
ORTHOFORUM INC
Tax-exempt · KNOXVILLE, TN 37922
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,649,029 | $4,291,298 | $357,731 | $5,951,329 | $0 | $5,951,329 |
| December 31, 2024 | 990 | $4,510,128 | $4,112,760 | $397,368 | $5,815,146 | $370,000 | $5,445,146 |
| December 31, 2023 | 990 | $4,153,578 | $3,801,605 | $351,973 | $4,988,025 | $0 | $4,988,025 |
| December 31, 2022 | 990 (amended) | $3,612,497 | $3,167,515 | $444,982 | $4,637,644 | $135,500 | $4,502,144 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,634,653
- Membership dues
- $1,634,653
- Program service revenue
- $2,253,483
- Investment income
- $125,535
- Net gain from sales of assets
- -$12,384
- Other revenue
- $635,358
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,021,696
- Other salaries and wages
- $1,386,768
- Salaries, compensation and benefits (total)
- $2,732,206
- Professional fundraising fees
- $0
- Legal fees
- $320,278
- Occupancy
- $32,490
- Travel
- $120,293
- Depreciation
- $537,146
Balance sheet and other
- Total assets, start of year
- $5,815,146
- Total assets, end of year
- $5,951,329
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,951,329
- Publicly traded securities
- $2,032,987
- Net assets without donor restrictions
- $5,951,329
- Gross receipts
- $4,664,309
- Employees
- 17
- Year formed
- 2012
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KAREN SIMONTON | CEO Officer | 1 | $243,182 | $100,568 | $29,902 |
| HEATH KIRSCHNER | DIRECTOR Officer | 1 | $325,000 | $0 | $35,635 |
| DAVE STRIDDE | COO Officer | 1 | $282,733 | $17,714 | $27,430 |
| JOSEPH HOPPER | VP OF TECHNO Highest-paid employee | 1 | $161,295 | $27,359 | $15,622 |
| CRYSTAL MAY | MEMBER SERVI Highest-paid employee | 1 | $174,144 | $0 | $12,850 |
| SCOTT ARGIE | VP OF STRATE Highest-paid employee | 1 | $169,910 | $0 | $5,033 |
| RUSTY YOUNGKIN | SERVICES MAN Highest-paid employee | 3 | $150,298 | $0 | $14,088 |
| STACEY HOLLAND | OPERATIONS D Highest-paid employee | – | $131,498 | $0 | $0 |
| GLENN D SUMNER | FORMER PRESI Former | 1 | $58,114 | $16,888 | $449 |
| GIRIDHAR BURRA | DIRECTOR Trustee or director | 1 | $5,500 | $0 | $0 |
| BECKY FARMER | DIRECTOR Trustee or director | 1 | $5,500 | $0 | $0 |
| NICK GROSSO MD | DIRECTOR Trustee or director | 1 | $5,500 | $0 | $0 |
| WILL KURTZ MD | DIRECTOR Trustee or director | 1 | $5,500 | $0 | $0 |
| DAVID J UBA | DIRECTOR Trustee or director | 1 | $5,500 | $0 | $0 |
| FRANK V ALUISIO | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN BROCKMAN | DIRECTOR Trustee or director | 1 | $2,500 |
| KEVIN JOYCE | DIRECTOR Trustee or director | 1 | $2,500 |
| RAY NICKEL MD | DIRECTOR Trustee or director | 1 | $2,500 |
| LISA MEAD | DIRECTOR Trustee or director | 1 | $2,500 |
| JOANN REIS | DIRECTOR Trustee or director | 1 | $2,500 |
| BENJAMIN R SHAH | DIRECTOR Trustee or director | 1 | $2,500 |
| BYRON R BUS TARBOX | DIRECTOR Trustee or director | 1 | $2,500 |
| ARTHUR VALADIE | DIRECTOR Trustee or director | 1 | $2,500 |
| TREY WILLIAMSON | DIRECTOR Trustee or director | 1 | $2,500 |
| MICHAEL J MCCASLIN | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| KAREN SIMONTON | DIRECTOR Trustee or director | – | $0 |
990 for the year ended December 31, 2024: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HEATH KIRSCHNER | DIRECTOR Highest-paid employee | 1 | $312,000 | $0 | $32,619 |
| GLENN D SUMNER | FORMER PRESI Key employee | 1 | $212,000 | $124,700 | $897 |
| KAREN SIMONTON | CEO Officer | 1 | $252,000 | $0 | $32,292 |
| DAVE STRIDDE | COO Officer | 1 | $228,021 | $0 | $24,714 |
| JOSEPH HOPPER | DIRECTOR OF Highest-paid employee | 1 | $151,346 | $0 | $6,738 |
| RUSTY YOUNGKIN | SERVICES MAN Highest-paid employee | 3 | $134,262 | $0 | $13,167 |
| STACEY HOLLAND | OPERATIONS D Highest-paid employee | 2 | $119,262 | $0 | $4,770 |
| BECKY FARMER | DIRECTOR Trustee or director | 1 | $5,625 | $0 | $0 |
| CHARLES BUSH-JOSEPH MD | DIRECTOR Trustee or director | 1 | $5,625 | $0 | $0 |
| WILL KURTZ MD | DIRECTOR Trustee or director | 1 | $5,625 | $0 | $0 |
| TREY WILLIAMSON | DIRECTOR Trustee or director | 1 | $5,000 | $0 | $0 |
| FRANK V ALUISIO | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| KEN BROCKMAN | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| GIRIDHAR BURRA | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| KEVIN JOYCE | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| NICK GROSSO MD | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| RAY NICKEL MD | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| LISA MEAD | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| JOANN REIS | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| BENJAMIN R SHAH | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| DAVID J UBA | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| ARTHUR VALADIE | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| MICHAEL J MCCASLIN | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KAREN SIMONTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GLENN D SUMNER | FORMER PRESI Key employee | 1 | $249,039 | $110,478 | $15,555 |
| DAVE STRIDDE | COO Officer | 1 | $223,689 | $0 | $25,046 |
| KAREN SIMONTON | CEO Officer | 1 | $197,577 | $0 | $32,916 |
| TINA CAKMES | A.D. OF CONF Highest-paid employee | 1 | $136,431 | $0 | $23,856 |
| RUSTY YOUNGKIN | SERVICES MAN Highest-paid employee | 1 | $129,473 | $0 | $15,055 |
| STACEY HOLLAND | OPERATIONS D Highest-paid employee | 1 | $109,281 | $0 | $19,564 |
| KEN BROCKMAN | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| GIRIDHAR BURRA | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| KEITH CLARK | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| BECKY FARMER | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| MICHAEL HUMPHREY | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| KEVIN JOYCE | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| BRUCE COHEN MD | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| CHARLES BUSH-JOSEPH MD | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| NICK GROSSO MD | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| RAY NICKEL MD | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| WILL KURTZ MD | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| LISA MEAD | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| JOANN REIS | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| ARTHUR VALADIE | DIRECTOR Trustee or director | 1 | $2,500 | $0 | $0 |
| MARK DIDIER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL J MCCASLIN | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KAREN SIMONTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2022: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLENN D SUMNER | PRESIDENT Trustee or director, Officer | 1 | $199,038 |
| KEN BROCKMAN | DIRECTOR Trustee or director | 1 | $2,500 |
| KEITH CLARK | DIRECTOR Trustee or director | 1 | $2,500 |
| MARK DIDIER | DIRECTOR Trustee or director | 1 | $2,500 |
| BECKY FARMER | DIRECTOR Trustee or director | 1 | $2,500 |
| MICHAEL HUMPHREY | DIRECTOR Trustee or director | 1 | $2,500 |
| KEVIN JOYCE | DIRECTOR Trustee or director | 1 | $2,500 |
| ARTHUR VALADIE MD | DIRECTOR Trustee or director | 1 | $2,500 |
| BRUCE COHEN MD | DIRECTOR Trustee or director | 1 | $2,500 |
| CHARLES BUSCH-JOSEPH MD | DIRECTOR Trustee or director | 1 | $2,500 |
| GIRIDHAR BURRA MD | DIRECTOR Trustee or director | 1 | $2,500 |
| NICK GROSSO MD | DIRECTOR Trustee or director | 1 | $2,500 |
| RAY NICKEL MD | DIRECTOR Trustee or director | 1 | $2,500 |
| WILL KURTZ MD | DIRECTOR Trustee or director | 1 | $2,500 |
| LISA MEAD | DIRECTOR Trustee or director | 1 | $2,500 |
| JOANN REIS | DIRECTOR Trustee or director | 1 | $1,250 |
| MICHAEL J MCCASLIN | TREASURER Trustee or director, Officer | 1 | $0 |
| KAREN SIMONTON | DIRECTOR Trustee or director | 1 | $0 |
| DAVE STRIDDE | COO Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 123 CENTER PARK DR STE 121, KNOXVILLE, TN 37922-2110
- In care of
- % GLENN SUMNER
- Principal officer (990 for 2025)
- DAVE STRIDDE, 123 CENTER PARK DRIVE STE 121, KNOXVILLE, TN 37922
- Signed the 990
- DAVE STRIDDE, COO
- Phone
- (865) 392-5242
- Website
- WWW.THEORTHOFORUM.COM
- Return prepared by
- NOVINGER BALL & ZIVI PC
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-1847645
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S03)
- Assets (IRS master file)
- $5,951,329
- Income (IRS master file)
- $4,664,309
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,649,029 | $4,291,298 | $5,951,329 | XML |
| 990 | December 2024 | $4,510,128 | $4,112,760 | $5,815,146 | XML |
| 990 | December 2023 | $4,153,578 | $3,801,605 | $4,988,025 | XML |
| 990 | December 2022 | $3,612,497 | $3,167,515 | $4,637,644 | XML |
| 990 | December 2021 | $3,492,484 | $2,953,862 | $4,428,981 | IRS |
| 990 | December 2020 | $2,333,230 | $2,457,670 | $4,541,580 | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-1847645).
Questions about ORTHOFORUM INC
- What is the EIN of ORTHOFORUM INC?
- The employer identification number (EIN) of ORTHOFORUM INC is 46-1847645.
- Is ORTHOFORUM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2013.
- Are donations to ORTHOFORUM INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ORTHOFORUM INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORTHOFORUM INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORTHOFORUM INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ORTHOFORUM INC?
- The 990 for the year ended December 31, 2025 names DAVE STRIDDE.
- Who are the officers and directors of ORTHOFORUM INC?
- The 990 for the year ended December 31, 2025 lists 26 people; 24 received compensation from the organization, the highest $243,182 (KAREN SIMONTON, CEO).
- How much revenue does ORTHOFORUM INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,649,029, expenses of $4,291,298 and total assets of $5,951,329 at year end.
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