Civic Intelligence

Orthoconnect Inc

EIN 82-2415796 • 501(c)6 • Knoxville, TN

Profile

The corporation exists to support and promote independent orthopaedic physician groups through benchmarking, networking, group purchasing and continuing education. This is done through operational benchmarking, data analytics, shared best practices and regular communications including in- person meetings, webinars, research papers and teleconferences.

123 Center Park Drive Ste 121Knoxville, TN 37922-2110

www.orthoconnectonline.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

37th percentile

-0.1%

Higher net margin than 37% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

99th percentile

$337,597

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 38.3% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

11th percentile

-21%

Faster asset growth than 11% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$706,888

Down $185,345 (-21%) from 2023

Liabilities

Down

$0

Down $184,172 (-100%) from 2023

Net Assets

Down

$706,888

Down $1,173 (-0.2%) from 2023

Operations
Liabilities / Revenue26th percentileNet Margin37th percentile

Revenue

Up

$882,315

Up $99,181 (+13%) from 2023

Expenses

Up

$883,488

Up $310,712 (+54%) from 2023

Net Income

Down

-$1,173

Down $211,531 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500KAssets 2017: $0Liabilities 2017: $28,403Net Assets 2017: -$28,4032017Assets 2018: $46,770Liabilities 2018: $0Net Assets 2018: $46,7702018Assets 2019: $228,443Liabilities 2019: $0Net Assets 2019: $228,4432019Assets 2020: $329,866Liabilities 2020: $0Net Assets 2020: $329,8662020Assets 2021: $385,485Liabilities 2021: $0Net Assets 2021: $385,4852021Assets 2022: $497,703Liabilities 2022: $0Net Assets 2022: $497,7032022Assets 2023: $892,233Liabilities 2023: $184,172Net Assets 2023: $708,0612023Assets 2024: $706,888Liabilities 2024: $0Net Assets 2024: $706,8882024

Highlighted filing

2024

Assets$706,888
Liabilities$0
Net Assets$706,888
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2017: $130,120Expenses 2017: $158,523Net Income 2017: -$28,4032017Revenue 2018: $409,712Expenses 2018: $334,539Net Income 2018: $75,1732018Revenue 2019: $507,100Expenses 2019: $325,427Net Income 2019: $181,6732019Revenue 2020: $548,928Expenses 2020: $447,505Net Income 2020: $101,4232020Revenue 2021: $628,450Expenses 2021: $572,831Net Income 2021: $55,6192021Revenue 2022: $738,850Expenses 2022: $626,632Net Income 2022: $112,2182022Revenue 2023: $783,134Expenses 2023: $572,776Net Income 2023: $210,3582023Revenue 2024: $882,315Expenses 2024: $883,488Net Income 2024: -$1,1732024

Highlighted filing

2024

Revenue$882,315
Expenses$883,488
Net Income-$1,173
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$706,888
Liabilities
$0
Net assets
$706,888
Revenue
$882,315
Expenses
$883,488
Net income
-$1,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.07$0.00$7.07$8.82$8.83$0.01
2023Detailed filing. Detailed filing data is available for this year.$8.92$1.84$7.08$7.83$5.73$2.10
2022Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$7.39$6.27$1.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.00$3.85$6.28$5.73$0.56
2020Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$5.49$4.48$1.01
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$5.07$3.25$1.82
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$4.10$3.35$0.75
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.28$0.28$1.30$1.59$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$882,315
Mission and Program Overview

Mission

The corporation exists to support and promote independent orthopaedic physician groups through benchmarking, networking, group purchasing and continuing education. This is done through operational benchmarking, data analytics, shared best practices and regular communications including in-person meetings, webinars, research papers and teleconferences.

The corporation exists to support and promote independent orthopaedic physician groups through benchmarking, networking, group purchasing and continuing education. This is done through operational benchmarking, data analytics, shared best practices and regular communications including in- person meetings, webinars, research papers and teleconferences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets-$569,758-
Cash and Non-Interest-Bearing Accounts$406,065$137,130▼ $268,935
Total Assets$892,233$706,888▼ $185,345
Other Assets Total$486,168--
Liabilities
Other Liabilities$184,172--
Total Liabilities$184,172$0▼ $184,172
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$708,061$706,888▼ $1,173
Total Net Assets Fund Balance$708,061$706,888▼ $1,173
Total Liabilities and Net Assets / Fund Balance$892,233$706,888▼ $185,345
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glenn SumnerPresident &PT$124,700$212,897$337,597
Glenn SumnerPresident & Director-$124,700-$124,700
-DirectorPT$1,000-$1,000
Anthony RinoDirector-$1,000-$1,000
Bruce StewartDirector-$1,000-$1,000
Jason HutchisonDirector-$1,000-$1,000
Jay ButlerDirector-$1,000-$1,000
Mary HigginsDirector-$1,000-$1,000
Michael J MccaslinDirector-$1,000-$1,000

Board Members and Trustees

NameTitle
-Chairman & D
Dave StriddeCOO

Highest Paid Contractors

ContractorServicesLocationCompensation
CbizBenchmarking3925 RIVER CROSSING PARKWAY STE 100, Indianapolis, IN 46240$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$370,105
Program Service Revenue
$499,900
Investment Income
$12,310
Other Revenue
$0
Change in Net Assets
$-1,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$751,788
Salaries, Compensation, and Employee Benefits$131,700
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$182,607
Fees for Services Management---$150,209
Current Officers, Directors, Trustees, and Key Employees---$131,700
Fees for Services Other---$124,479
Information Technology---$109,414
Fees for Services Legal---$76,080
Depreciation Depletion---$63,306
Travel---$20,186
Fees for Services Accounting---$13,500
Office Expenses---$5,942
Occupancy---$3,240
Other Expenses---$20
Total Functional Expenses$0$0$0$883,488
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Orthoconnect Inc
EIN
82-2415796
Phone
8653925242
Address
123 CENTER PARK DRIVE STE 121, KNOXVILLE, TN 37922-2110

Signing Officer

Name
Dave Stridde
Title
COO
Phone
8653925242
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Stridde
Formed
2017
Legal Domicile
De
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Novinger Ball & Zivi Pc
Address
6322 DEANE HILL DR, KNOXVILLE, TN 37919-5120
Preparer
Shannon Taylor CPA
Phone
8655841184
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The corporation exists to support and promote independent orthopaedic physician groups through benchmarking, networking, group purchasing and continuing education. This is done through operational benchmarking, data analytics, shared best practices and regular communications including in- person meetings, webinars, research papers and teleconferences.”

Form 990, Page 2, Part III, Line 4D

“Maintaining a production and financial benchmarking database.”

Form 990, Part IX, Line 11G

“BENCHMARKING 124,479 0 0”

Raw XML Appendix365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GLENN SUMNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVE STRIDDE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0124700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0212897
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1252735
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION EXISTS TO SUPPORT AND PROMOTE INDEPENDENT ORTHOPAEDIC PHYSICIAN GROUPS THROUGH BENCHMARKING, NETWORKING, GROUP PURCHASING AND CONTINUING EDUCATION. THIS IS DONE THROUGH OPERATIONAL BENCHMARKING, DATA ANALYTICS, SHARED BEST PRACTICES AND REGULAR COMMUNICATIONS INCLUDING IN- PERSON MEETINGS, WEBINARS, RESEARCH PAPERS AND TELECONFERENCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAINTAINING A PRODUCTION AND FINANCIAL BENCHMARKING DATABASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY BOARD MEMBERS ARE ASKED TO REVIEW THE ORGANIZATION CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIALS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BENCHMARKING 124,479 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0461847645
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ORTHO OPS
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IRS990/TotalAssetsEOYAmt0706888
IRS990/TotalAssetsGrp/BOYAmt0892233
IRS990/TotalAssetsGrp/EOYAmt0706888
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0883488
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0184172
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0184172
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0708061
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0706888
IRS990/TotalOtherCompensationAmt025611
IRS990/TotalProgramServiceRevenueAmt0499900
IRS990/TotalReportableCompFromOrgAmt0131700
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0512210
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0882315
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0892233
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0706888
IRS990/TotReportableCompRltdOrgAmt0440021
IRS990/TravelGrp/TotalAmt020186
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0123 CENTER PARK DRIVE STE 121
IRS990/USAddress/CityNm0KNOXVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037922
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.ORTHOCONNECTONLINE.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE STRIDDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/PhoneNum08653925242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORTHOCONNECT INC
ReturnHeader/Filer/BusinessNameControlTxt0ORTH
ReturnHeader/Filer/EIN0822415796
ReturnHeader/Filer/PhoneNum08653925242
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 CENTER PARK DRIVE STE 121
ReturnHeader/Filer/USAddress/CityNm0KNOXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0379222110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621134353
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVINGER BALL & ZIVI PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06322 DEANE HILL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KNOXVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0379195120
ReturnHeader/PreparerPersonGrp/PhoneNum08655841184
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON TAYLOR CPA
ReturnHeader/ReturnTs02025-11-14T13:54:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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