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FORTE ORTHOPEDIC RESEARCH INSTITUTE

EIN 35-2207586 CARMEL, IN

Largest nonprofits in Indiana

Revenue 2024
$741,230
Expenses 2024
$1,342,926

Program services were 93.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B05
Classification
2000
Street
201 PENNSYLVANIA PKWY STE 100

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $741,230
    Expenses
    $1,342,926
    Contributions
    $799,522
    Grants paid
    $0
  • 2023
    Revenue
    $646,978
    Expenses
    $1,080,579
    Contributions
    $748,567
    Grants paid
    $0
  • 2022
    Revenue
    $216,791
    Expenses
    $678,383
    Contributions
    $310,344
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $240,458
    Expenses
    $417,225
    Assets (EOY)
    $14,229
  • 2020 · 990

    Revenue
    $282,797
    Expenses
    $326,600
    Assets (EOY)
    $91,179
  • 2019 · 990

    Revenue
    $434,360
    Expenses
    $412,492
    Assets (EOY)
    $81,946
  • 2018 · 990

    Revenue
    $327,682
    Expenses
    $443,244
    Assets (EOY)
    $21,041
  • 2017 · 990

    Revenue
    $453,793
    Expenses
    $558,526
    Assets (EOY)
    $145,776
  • 2016 · 990

    Revenue
    $430,113
    Expenses
    $446,146
    Assets (EOY)
    $241,399
  • 2015 · 990

    Revenue
    $454,965
    Expenses
    $535,946
    Assets (EOY)
    $241,136
  • 2014 · 990

    Revenue
    $482,735
    Expenses
    $524,443
    Assets (EOY)
    $210,896
  • 2013 · 990

    Revenue
    $417,089
    Expenses
    $408,515
    Assets (EOY)
    $207,148

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.