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Nonprofit · EIN 35-2207586

FORTE ORTHOPEDIC RESEARCH INSTITUTE

Tax-exempt · CARMEL, IN 46280

Financials

$647K$1.1M2023$741K$1.3M2024
Revenue Expenses · by fiscal year end
Financials of FORTE ORTHOPEDIC RESEARCH INSTITUTE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$741,230$1,342,926-$601,696$47,768$1,571,852-$1,524,084
December 31, 2023990$646,978$1,080,579-$433,601$198,938$1,121,326-$922,388
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$799,522
Program service revenue
$0
Investment income
$0
Net income from fundraising events
-$70,792
Other revenue
-$58,292

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$356,786
Salaries, compensation and benefits (total)
$433,496
Professional fundraising fees
$0
Legal fees
$1,746
Accounting fees
$2,500
Occupancy
$178,653
Travel
$16,933
Program services (functional)
$1,258,212
Management and general (functional)
$84,714

Balance sheet and other

Total assets, start of year
$198,938
Total assets, end of year
$47,768
Total liabilities, end of year
$1,571,852
Net assets, end of year
-$1,524,084
Gross receipts
$812,022
Employees
0
Volunteers
0
Year formed
2003
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MARTIN ROSENBERGPRESIDENT
Trustee or director, Officer
0.01$0
DAVID PORTER MD PHDVICE-PRESIDENT
Trustee or director, Officer
0.01$0
MICHAEL BENDER MDTREASURER/SECRETARY
Trustee or director, Officer
0.01$0
LUCIAN WARTH MDDIRECTOR
Trustee or director
0.01$0
JEFF BROWNDIRECTOR
Trustee or director
0.01$0
ALLIE COELLNERDIRECTOR
Trustee or director
0.01$0
JOHN MCCARROL MDDIRECTOR
Trustee or director
0.01$0
MAURA GREGORYDIRECTOR
Trustee or director
0.01$0
STEVE GREGORYDIRECTOR
Trustee or director
0.01$0
TERRY HORNER MDDIRECTOR
Trustee or director
0.01$0
JOHN HUR MDDIRECTOR
Trustee or director
0.01$0
JOSEPH MARATT MDDIRECTOR
Trustee or director
0.01$0
ARTHUR RETTIG MDDIRECTOR
Trustee or director
0.01$0
JOHN C TROTTDIRECTOR
Trustee or director
0.01$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
MARTIN ROSENBERGPRESIDENT
Trustee or director, Officer
0.01$0
DAVID PORTER MD PHDVICE-PRESIDENT
Trustee or director, Officer
0.01$0
MICHAEL BENDER MDTREASURER/SECRETARY
Trustee or director, Officer
0.01$0
LUCIAN WARTH MDDIRECTOR
Trustee or director
0.01$0
JEFF BROWNDIRECTOR
Trustee or director
0.01$0
ALLIE COELLNERDIRECTOR
Trustee or director
0.01$0
JOHN MCCARROL MDDIRECTOR
Trustee or director
0.01$0
MAURA GREGORYDIRECTOR
Trustee or director
0.01$0
STEVE GREGORYDIRECTOR
Trustee or director
0.01$0
TERRY HORNER MDDIRECTOR
Trustee or director
0.01$0
JOHN HUR MDDIRECTOR
Trustee or director
0.01$0
JOSEPH MARATT MDDIRECTOR
Trustee or director
0.01$0
ARTHUR RETTIG MDDIRECTOR
Trustee or director
0.01$0
JOHN C TROTTDIRECTOR
Trustee or director
0.01$0

Address and contacts

Address (IRS master file)
201 PENNSYLVANIA PKWY STE 100, CARMEL, IN 46280-1393
Principal officer (990 for 2024)
MARTIN ROSENBERG, 201 PENNSYLVANIA PKWY STE 100, INDIANAPOLIS, IN 462801393
Signed the 990
MARTIN ROSENBERG, PRESIDENT
Phone
(317) 817-1258
Return prepared by
CBIZ ADVISORS LLC

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-2207586
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2004
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B05)
Assets (IRS master file)
$47,768
Income (IRS master file)
$812,022

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$741,230$1,342,926$47,768XML
990December 2023$646,978$1,080,579$198,938XML
990December 2022$216,791$678,383$211,573IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2207586).

Questions about FORTE ORTHOPEDIC RESEARCH INSTITUTE

What is the EIN of FORTE ORTHOPEDIC RESEARCH INSTITUTE?
The employer identification number (EIN) of FORTE ORTHOPEDIC RESEARCH INSTITUTE is 35-2207586.
Is FORTE ORTHOPEDIC RESEARCH INSTITUTE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to FORTE ORTHOPEDIC RESEARCH INSTITUTE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FORTE ORTHOPEDIC RESEARCH INSTITUTE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FORTE ORTHOPEDIC RESEARCH INSTITUTE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FORTE ORTHOPEDIC RESEARCH INSTITUTE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of FORTE ORTHOPEDIC RESEARCH INSTITUTE?
The 990 for the year ended December 31, 2024 names MARTIN ROSENBERG.
Who are the officers and directors of FORTE ORTHOPEDIC RESEARCH INSTITUTE?
The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
How much revenue does FORTE ORTHOPEDIC RESEARCH INSTITUTE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $741,230, expenses of $1,342,926 and total assets of $47,768 at year end.

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