Orthoforum Inc
Revenue
$4.6m
year to 31 December 2025
Expenses
$4.3m
year to 31 December 2025
Total assets
$6m
$0 liabilities
Net assets
$6m
assets less liabilities
Directors and trustees
17
5.6 years on average
Staff
17
employees, year to 31 December 2025
Chair observed
≥6 yrs
Michael J McCaslin
Left since last filing
4
24% of the board
Orthoforum Inc's network
17 people1 organisationi17 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (17). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
17 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 17 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Michael J McCaslin Chair | Chairman | 2018 | 8 yrs |
| Arthur Valadie | Director | 2018 | 8 yrs |
| Becky Farmer | Director | 2019 | 7 yrs |
| Benjamin R Shah | Director | 2024 | 2 yrs |
| Charles Bush-Joseph MD | Director | 2018 | 8 yrs |
| David J UBA | Director | 2024 | 2 yrs |
| Frank V Aluisio | Director | 2024 | 2 yrs |
| Giridhar Burra | Director | 2018 | 8 yrs |
| Joann Reis | Director | 2021 | 5 yrs |
| Karen Simonton | Director | 2018 | 8 yrs |
| Ken Brockman | Director | 2022 | 4 yrs |
| Kevin Joyce | Director | 2022 | 4 yrs |
| Lisa Mead | Director | 2018 | 8 yrs |
| Nick Grosso MD | Director | 2022 | 4 yrs |
| Ray Nickel MD | Director | 2022 | 4 yrs |
| Trey Williamson | Director | 2024 | 2 yrs |
| Will Kurtz MD | Director | 2022 | 4 yrs |
Officers and senior leadership
8 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Dave Stridde | COO | since 2022 |
| Glenn D Sumner | Former Presi | since 2023 |
| Heath Kirschner | Director | 2024 |
| Joseph Hopper | Director of | 2024 |
| Karen Simonton | CEO | since 2023 |
| Rusty Youngkin | Services Man | since 2023 |
| Stacey Holland | Operations D | since 2023 |
| Tina Cakmes | A.D. of Conf | 2023 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Heath Kirschner | Director | 1 | $325k | $36k | |
| Dave Stridde | COO | 1 | $283k | $18k | $27k |
| Karen Simonton | CEO | 1 | $243k | $101k | $30k |
| Crystal May | Member Servi | 1 | $174k | $13k | |
| Scott Argie | VP of Strate | 1 | $170k | $5k | |
| Joseph Hopper | VP of Techno | 1 | $161k | $27k | $16k |
| Rusty Youngkin | Services Man | 3 | $150k | $14k | |
| Stacey Holland | Operations D | $131k | |||
| Glenn D Sumner | Former Presi | 1 | $58k | $17k | $449 |
| Giridhar Burra | Director | 1 | $6k | ||
| Becky Farmer | Director | 1 | $6k | ||
| Nick Grosso MD | Director | 1 | $6k | ||
| Will Kurtz MD | Director | 1 | $6k | ||
| David J Uba | Director | 1 | $6k | ||
| Frank V Aluisio | Director | 1 | $3k | ||
| Ken Brockman | Director | 1 | $3k | ||
| Kevin Joyce | Director | 1 | $3k | ||
| Ray Nickel MD | Director | 1 | $3k | ||
| Lisa Mead | Director | 1 | $3k | ||
| Joann Reis | Director | 1 | $3k | ||
| Benjamin R Shah | Director | 1 | $3k | ||
| Byron R Bus Tarbox | Director | 1 | $3k | ||
| Arthur Valadie | Director | 1 | $3k | ||
| Trey Williamson | Director | 1 | $3k | ||
| Michael J McCaslin | Chairman | 1 | $0 | ||
| Karen Simonton | Director | $0 |
About
- Legal name
- Orthoforum Inc
- EIN
- 461847645
- Address
- 123 Center Park Dr Ste 121, Knoxville, TN, 37922-2110
- State
- Tennessee
- 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. (as filed on the Form 990)
- Activity (NTEE)
- S03 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 7 (IRS master file code)
- Formed
- 2012
- Principal officer
- Dave Stridde (as named on the Form 990)
- IRS ruling date
- 1 April 2013
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsMichael J McCaslin
≥8years on the filingsArthur Valadie
≥8years on the filingsCharles Bush-Joseph MD
≥8years on the filingsGiridhar Burra
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $6m
- Total liabilities
- $0
- Net assets or fund balances
- $6m
- Contributions and grants received
- $1.6m
- Program service revenue
- $2.3m
- Employees
- 17
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $4.5m | $4.1m | $397k |
As filed on the IRS Form 990. US dollars.