Civic Intelligence

Orthoconnect Inc

990 • Fiscal year 2023 • EIN 82-2415796

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileWWW.ORTHOCONNECTONLINE.COM
123 Center Park Drive Ste 121Knoxville, TN 37922-2110

(865) 392-5242

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.21x

Higher debt load relative to assets than 70% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.24x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

90th percentile

27%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

99th percentile

$375,072

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 47.9% of source-year revenue.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Asset Growth

96th percentile

79%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

6.0%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$892,233

Up $394,530 (+79%) from 2022

Net Assets

Up

$708,061

Up $210,358 (+42%) from 2022

Liabilities

Up

$184,172

Up $184,172 from 2022

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin90th percentile

Revenue

Up

$783,134

Up $44,284 (+6.0%) from 2022

Expenses

Down

$572,776

Down $53,856 (-8.6%) from 2022

Net Income

Up

$210,358

Up $98,140 (+87%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$892,233
Liabilities$184,172
Net Assets$708,061
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$783,134
Expenses$572,776
Net Income$210,358
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$783,134
Mission and Program Overview

Mission

The corporation exists to promote and improve effective orthopaedic group operations, by providing statistical analysis and operational benchmarking and continuing education through annual meetings, among other offerings. Such that the orthopaedic practice participants may improve the delivery of the highest quality of patient care in a cost effective manner.

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
Cash and Non-Interest-Bearing Accounts$285,053$406,065▲ $121,012
Total Assets$497,703$892,233▲ $394,530
Other Assets Total$212,650$486,168▲ $273,518
Liabilities
Other Liabilities-$184,172-
Total Liabilities$0$184,172▲ $184,172
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$497,703$708,061▲ $210,358
Total Net Assets Fund Balance$497,703$708,061▲ $210,358
Total Liabilities and Net Assets / Fund Balance$497,703$892,233▲ $394,530

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$486,168--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glenn SumnerPresident &PT$110,478$264,594$375,072
Glenn SumnerPresident & Director-$110,478-$110,478
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
Dave StriddeChairman & D
-COO

Highest Paid Contractors

ContractorServicesLocationCompensation
Cbiz SomersetBenchmarking3925 RIVER CROSSING PARKWAY STE 100, Indianapolis, IN 46240$209,041
Revenue and Support

Revenue Composition

Contributions and Grants
$362,719
Program Service Revenue
$411,610
Investment Income
$8,805
Other Revenue
$0
Change in Net Assets
$210,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$456,298
Salaries, Compensation, and Employee Benefits$116,478
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$236,057
Fees for Services Management---$209,041
Current Officers, Directors, Trustees, and Key Employees---$116,478
Advertising---$7,200
Other Expenses---$4,000
Total Functional Expenses$0$0$0$572,776
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Orthoforum$184,172
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
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Stridde
Formed
2017
Legal Domicile
De
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Novinger Ball & Zivi Pc
Address
6322 DEANE HILL DR, KNOXVILLE, TN 37919-5120
Preparer
Terry R Hall Jr 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.”

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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/TitleTxt0PRESIDENT &
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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/ExplanationTxt1THE 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/ExplanationTxt2ANNUALLY BOARD MEMBERS ARE ASKED TO REVIEW THE ORGANIZATION CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIALS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/PhoneNum08653925242
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORTHOCONNECT INC
ReturnHeader/Filer/BusinessNameControlTxt0ORTH
ReturnHeader/Filer/EIN0822415796
ReturnHeader/Filer/PhoneNum08653925242
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KNOXVILLE
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ReturnHeader/PreparerPersonGrp/PhoneNum08655841184
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY R HALL JR CPA
ReturnHeader/ReturnTs02024-11-15T15:13:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$892,233
Liabilities
$184,172
Net assets
$708,061
Revenue
$783,134
Expenses
$572,776
Net income
$210,358
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