Form 990 for tax year 2024
Filed by FORTE ORTHOPEDIC RESEARCH INSTITUTE.
Totals
- Total revenue
- $741,230
- Total expenses
- $1,342,926
- Contributions and grants received
- $799,522
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- -$58,292
- Total assets, end of year
- $47,768
- Total liabilities, end of year
- $1,571,852
- Net assets or fund balances, end of year
- -$1,524,084
- Program services expenses (Part IX)
- $1,258,212
- Management and general expenses
- $84,714
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,258,212
Program services were 93.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$63,120
-
1f · All other contributions, gifts and grants
$736,402
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$63,120
-
8b · Fundraising events: direct expenses
$70,792
-
8c · Net income from fundraising events
total -$70,792 · excluded -$70,792
-
11a · Other revenue: MISCELLANOUS INCOME
total $12,500 · related or exempt $12,500
-
11e · Other revenue, total
$12,500
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $356,786 · program services $356,786
-
8 · Pension plan contributions
total $7,381 · program services $7,381
-
9 · Other employee benefits
total $46,133 · program services $43,710 · management and general $2,423
-
10 · Payroll taxes
total $23,196 · program services $23,196
-
11b · Fees: legal
total $1,746 · program services $591 · management and general $1,155
-
11c · Fees: accounting
total $2,500 · management and general $2,500
-
11g · Fees: other
total $270,881 · program services $269,982 · management and general $899
-
13 · Office expenses
total $48,528 · program services $28,732 · management and general $19,796
-
16 · Occupancy
total $178,653 · program services $178,653
-
17 · Travel
total $16,933 · program services $2,940 · management and general $13,993
-
19 · Conferences, conventions and meetings
total $12,291 · program services $8,138 · management and general $4,153
-
24a · Other expenses: EQUIPMENT RENTAL
total $282,159 · program services $282,159
-
24b · Other expenses: LAUNDRY
total $28,608 · program services $28,608
-
24c · Other expenses: OTHER MANAGEMENT EXPENS
total $28,502 · management and general $28,502
-
24d · Other expenses: OTHER FEES
total $11,536 · program services $5,456 · management and general $6,080
-
24e · All other expenses
total $27,093 · program services $21,880 · management and general $5,213
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $198,938 · end of year $47,768
-
17 · Accounts payable and accrued expenses
beginning of year $1,121,326 · end of year $1,571,852
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year -$922,388 · end of year -$1,524,084
Mission and programs · 2024
Mission
THE GENERAL PURPOSE FOR WHICH THIS FOUNDATION IS ORGANIZED IS TO ENCOURAGE THE FREE INTERCHANGE AND FURTHER DEVELOPMENT OF IDEAS RELATED TO ORTHOPEDIC SURGERY AND SPORTS MEDICINE.
-
THE FOUNDATION'S PROGRAM SERVICE INCLUDES CLINICAL RESEARCH, A FELLOWSHIP PROGRAM AND EDUCATIONAL PRESENTATIONS IN THE AREA OF ORTHOPEDICS WITH A FOCUS ON AIDING PHYSICIANS IN MAKING BETTER-INFORMED TREATMENT OPTIONS AND PROVIDING THE BEST PATIENT CARE.
Expenses $1,258,212 · Revenue $741,230
As filed on the 2024 return.
Listed in Part VII
-
MARTIN ROSENBERG
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.01
-
DAVID PORTER MD PHD
VICE-PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.01
-
MICHAEL BENDER MD
TREASURER/SECRETARY
- Total calculated
- $0
- Hours/week
- 0.01
-
LUCIAN WARTH MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
JEFF BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
ALLIE COELLNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
JOHN MCCARROL MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
MAURA GREGORY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
STEVE GREGORY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
TERRY HORNER MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
JOHN HUR MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
JOSEPH MARATT MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
ARTHUR RETTIG MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
JOHN C TROTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503229349302610
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