ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION (EIN 95-1644029)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201931349349302818
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T09:45:35-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAPITOL MALL SUITE 1200 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644029 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPAEDIC INSTITUTE FOR CHILDREN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORTH | BusinessNameControlTxt |
| Phone | 2137421044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 WEST ADAMS BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900072664 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY SCADUTO MD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2137421044 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA M CUMMINGS CPA | PreparerPersonNm |
| PTIN | P00043433 | PTIN |
| Phone | 9164429100 | PhoneNum |
| Preparation | 2019-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.242.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 15:44:38 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9DBA047294FA86BC4E95E35DACD2DFAEA6923977 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPAEDIC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANTHONY SCADUTO MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 WEST ADAMS BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900072664 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,122,201 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ORTHO-INSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION IS TO SUPPORT THE MEDICAL CARE, RESEARCH AND EDUCATION ACTIVITIES OF ORTHOPAEDIC HOSPITAL, A 501(C)(3) CORPORATION. ORTHOPAEDIC HOSPITAL PROVIDES CARE FOR CHILDREN WITH MUSCULOSKELETAL DISORDERS, REGARDLESS OF ABILITY TO PAY AND ADVANCES CARE WORLDWIDE THROUGH SCIENTIFIC RESEARCH AND MEDICAL EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,256,077 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,037,399 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $91,779 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,675,542 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,009,326 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$431,014 | PYOtherRevenueAmt |
| CY Other Revenue | -$477,752 | CYOtherRevenueAmt |
| PY Total Revenue | $9,500,605 | PYTotalRevenueAmt |
| CY Total Revenue | $13,660,752 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,609,861 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,535,761 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,779,924 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,813,753 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,161,184 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,924,466 | PYOtherExpensesAmt |
| CY Other Expenses | $1,347,618 | CYOtherExpensesAmt |
| PY Total Expenses | $20,314,251 | PYTotalExpensesAmt |
| CY Total Expenses | $16,697,132 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,813,646 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,036,380 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $181,066,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $193,226,171 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,325,658 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,420,024 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $178,741,286 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $176,806,147 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION IS TO SUPPORT THE MEDICAL CARE, RESEARCH AND EDUCATION ACTIVITIES OF ORTHOPAEDIC HOSPITAL, A 501(C)(3) CORPORATION. ORTHOPAEDIC HOSPITAL PROVIDES CARE FOR CHILDREN WITH MUSCULOSKELETAL DISORDERS, REGARDLESS OF ABILITY TO PAY AND ADVANCES CARE WORLDWIDE THROUGH SCIENTIFIC RESEARCH AND MEDICAL EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,535,761 | ExpenseAmt |
| Grant | $13,535,761 | GrantAmt |
| Revenue | $6,523 | RevenueAmt |
| Desc | FINANCIAL SUPPORT - THE ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION PROVIDES FINANCIAL SUPPORT TO ORTHOPAEDIC HOSPITAL IN ORDER TO CARRY OUT ITS MISSION TO PROVIDE OUTSTANDING MEDICAL CARE FOR CHILDREN WITH MUSCULOSKELETAL DISORDERS, REGARDLESS OF ABILITY TO PAY, AND ADVANCE CARE WORLDWIDE FOR THOSE PATIENTS THROUGH MEDICAL EDUCATION AND SCIENTIFIC RESEARCH. THERE WERE 62,995 OUTPATIENT VISITS FOR FISCAL YEAR 2018. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $163,916 | ExpenseAmt |
| Revenue | $410 | RevenueAmt |
| Desc | COMMUNITY SERVICES - THE ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION CONDUCTS A NUMBER OF COMMUNITY SERVICES. ONE OF THESE SERVICES IS THE VOLUNTEER PROGRAM WHICH PROVIDES SUPPORT TO ORTHOPAEDIC HOSPITAL'S PATIENTS AND THEIR IMMEDIATE FAMILY MEMBERS. 500 VOLUNTEERS CONTRIBUTED TO THE PROGRAM FOR FISCAL YEAR 2018. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $285,400 | ExpenseAmt |
| Revenue | $89,776 | RevenueAmt |
| Desc | COMMUNITY OUTREACH - THE ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION GRANTS SCHOLARSHIPS TO PATIENTS OF ORTHOPAEDIC HOSPITAL AND TO GRADUATE STUDENTS OF ORTHOPAEDIC HOSPITAL MAGNET HIGH SCHOOL. THE RECIPIENTS ARE EVALUATED UNDER THREE CRITERIA: ACADEMIC RECORDS, COMMUNITY SERVICE AND PERSONAL QUALITIES. GRANTS ARE PAID DIRECTLY TO THE SCHOOLS WHERE STUDENTS ARE ACCEPTED FOR COLLEGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,985,077 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIEMLAN TONNU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2137421044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 WEST ADAMS BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900072664 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANTHONY A SCADUTO MD | ||||||||
| PRESIDENT & CEO | 12.00 | 38.00 | Yes (X) | Yes (X) | $0 | $852,786 | $60,536 | |
| CHRISTINE WRIGHT ROPER | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CORINA VILLARAIGOSA | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GOLDBERG ESQ | ||||||||
| TRUSTEE (OUTGOING) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD D FOX JR | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD A DAVIDSON DBA CRA | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES V LUCK JR MD | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON SILLETTI | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY B PRESTINE | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN PRESTINE | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KARON WALVIS | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE CROMER | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KERBANU PUDUMJEE | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL DAL BELLO | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PEVERLY HUKILL PHD | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL DAVIS | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD GISS | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE MCDONALD | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TONI STEELE | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILL WYNPERLE | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DIEMLAN LANNIE TONNU | ||||||||
| CFO | 12.00 | 38.00 | Yes (X) | $0 | $355,877 | $34,822 | ||
| DEBRA MATHIAS | ||||||||
| COO | 12.00 | 38.00 | $0 | $282,946 | $58,823 | Yes (X) | ||
| MICHAEL SULLIVAN | ||||||||
| VP | 40.00 | 8.00 | $0 | $385,286 | $37,277 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,876,895 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $191,458 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $388,295 | FundraisingAmt |
| All Other Contributions | $2,649,104 | AllOtherContributionsAmt |
| Noncash Contributions | $133,912 | NoncashContributionsAmt |
| Total Contributions | $3,037,399 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS RELEASED FROM RESTRICTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $91,779 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,779 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $91,779 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,153,518 | TotalRevenueColumnAmt |
| Exclusion | $3,153,518 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,734,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,878,192 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,855,808 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,855,808 | TotalRevenueColumnAmt |
| Exclusion | $7,855,808 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $100,575 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $388,295 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $583,257 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$482,682 | TotalRevenueColumnAmt |
| Exclusion | -$482,682 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,930 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,930 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,930 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,660,752 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,709 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,526,644 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,535,761 | TotalAmt |
| Program Services | $13,535,761 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,483,061 | TotalAmt |
| Program Services | $190,238 | ProgramServicesAmt |
| Fundraising | $1,292,823 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,587 | TotalAmt |
| Program Services | $6,898 | ProgramServicesAmt |
| Fundraising | $62,689 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,337 | TotalAmt |
| Program Services | $28,781 | ProgramServicesAmt |
| Fundraising | $140,556 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,768 | TotalAmt |
| Program Services | $13,809 | ProgramServicesAmt |
| Fundraising | $77,959 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,764 | TotalAmt |
| Fundraising | $3,764 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,476 | TotalAmt |
| Fundraising | $12,476 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,299 | TotalAmt |
| Fundraising | $38,299 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,032 | TotalAmt |
| Management And General | $544,032 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,474 | TotalAmt |
| Program Services | $87,947 | ProgramServicesAmt |
| Fundraising | $196,527 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,685 | TotalAmt |
| Program Services | $36,681 | ProgramServicesAmt |
| Management And General | $4,372 | ManagementAndGeneralAmt |
| Fundraising | $50,632 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,414 | TotalAmt |
| Fundraising | $45,414 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,918 | TotalAmt |
| Program Services | $3,588 | ProgramServicesAmt |
| Fundraising | $17,330 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,652 | TotalAmt |
| Program Services | $158 | ProgramServicesAmt |
| Fundraising | $1,494 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,120 | TotalAmt |
| Management And General | $4,582 | ManagementAndGeneralAmt |
| Fundraising | $1,538 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,600 | TotalAmt |
| Fundraising | $108,600 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER DIRECT EXPENSES | $68,436 | $14,541 | -$2,115 | $56,010 |
| COMMUNITY OUTREACH | $52,000 | $52,000 | ||
| SUPPLIES | $46,480 | $14,245 | $32,235 | |
| DUES AND SUBSCRIPTIONS | $17,987 | $430 | $17,557 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,281 | TotalAmt |
| Fundraising | $5,281 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,697,132 | TotalAmt |
| Program Services | $13,985,077 | ProgramServicesAmt |
| Management And General | $550,871 | ManagementAndGeneralAmt |
| Fundraising | $2,161,184 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,803 | BOYAmt |
| EOY | $673,769 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,550 | BOYAmt |
| EOY | $353,008 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $21,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,911 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $65,376 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,935 | BOYAmt |
| EOY | $23,535 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,686,047 | BOYAmt |
| EOY | $166,357,360 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,751,070 | BOYAmt |
| EOY | $14,068,516 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,539 | BOYAmt |
| EOY | $11,728,309 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,066,944 | BOYAmt |
| EOY | $193,226,171 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,006 | BOYAmt |
| EOY | $672,613 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,950 | BOYAmt |
| EOY | $12,950 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,704,702 | BOYAmt |
| EOY | $15,734,461 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,325,658 | BOYAmt |
| EOY | $16,420,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,841,487 | BOYAmt |
| EOY | $124,794,428 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,751,208 | BOYAmt |
| EOY | $23,573,224 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,148,591 | BOYAmt |
| EOY | $28,438,495 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,741,286 | BOYAmt |
| EOY | $176,806,147 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,066,944 | BOYAmt |
| EOY | $193,226,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,036,380 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,640,677 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$539,436 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPAEDIC HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644604 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $13,535,761 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $13,535,761 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,719,745 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,285,210 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $728,570 | OtherExpendituresAmt |
| End Year Balance | $30,276,385 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,140,274 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,919,249 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $339,778 | OtherExpendituresAmt |
| End Year Balance | $29,719,745 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,300,044 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,159,770 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $27,140,274 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,591,746 | BeginningYearBalanceAmt |
| Contributions | $64,817 | ContributionsAmt |
| Investment Earnings Or Losses | -$24,519 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,332,000 | OtherExpendituresAmt |
| End Year Balance | $28,300,044 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,114,993 | BeginningYearBalanceAmt |
| Contributions | $311,820 | ContributionsAmt |
| Investment Earnings Or Losses | $3,384,933 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,220,000 | OtherExpendituresAmt |
| End Year Balance | $29,591,746 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.94010 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05990 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,376 | DepreciationAmt |
| Book Value | $23,535 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,535 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $14,068,516 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,068,516 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $303,655 |
| DUE FROM RELATED ORGANIZATIONS | $11,424,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,728,309 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATIONS | $15,721,769 |
| LIABILITY FOR ASSETS HELD FOR OTHERS | $12,692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,734,461 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | OIC, OF, AND OHC ARE SEPARATE LEGAL NOT-FOR-PROFIT ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE OF CALIFORNIA. HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2018 AND 2017. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEARS 2015 AND 2014, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF INCOME TAX EXPENSE AND INCLUDES ACCRUED INTEREST AND PENALTIES WITH ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE COMBINED STATEMENTS OF FINANCIAL POSITION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STAND FOR KIDS GALA | Event1Nm |
| Gross Receipts Event1 | $403,520 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $339,995 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $63,525 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $14,327 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $13,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $97,481 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $37,940 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $343,435 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $78,793 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $41,743 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $37,050 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $27,627 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $16,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $16,161 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $6,136 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $6,557 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $6,557 | CharitableContriOtherEventsAmt |
| Non Cash Prizes Other Events | $1,000 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $2,000 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $4,850 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,800 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $488,870 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $388,295 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $100,575 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $42,954 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $29,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $115,642 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $42,790 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $352,371 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $583,257 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$482,682 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPAEDIC HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 WEST ADAMS BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900072664 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 951644604 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $13,535,761 | CashGrantAmt |
| Purpose Of Grant | SUPPORT TO PROVIDE MEDICAL CARE TO CHILDREN WITH MUSCULOSKELETAL DISORDERS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS THE GRANTS TO THE HOSPITAL TO ENSURE THAT THE GRANTS ARE USED FOR ITS EXEMPT PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY A SCADUTO MD | ||||||||||||||
| PRESIDENT & CEO | $0 | $746,190 | $0 | $0 | $0 | $106,596 | $0 | $16,200 | $0 | $44,336 | $0 | $913,322 | $0 | $0 |
| DIEMLAN LANNIE TONNU | ||||||||||||||
| CFO | $0 | $313,776 | $0 | $39,500 | $0 | $2,601 | $0 | $4,604 | $0 | $30,218 | $0 | $390,699 | $0 | $0 |
| DEBRA MATHIAS | ||||||||||||||
| COO | $0 | $264,058 | $0 | $15,000 | $0 | $3,888 | $0 | $0 | $0 | $58,823 | $0 | $341,769 | $0 | $0 |
| MICHAEL SULLIVAN | ||||||||||||||
| VP | $0 | $329,151 | $0 | $33,000 | $0 | $23,135 | $0 | $16,200 | $0 | $21,077 | $0 | $422,563 | $0 | $0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (21 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TOYS @ $7.50 EACH | 5030 | $37,725 | FMV |
| Yes (X) | AIRCRAFT CHARTER | 1 | $12,500 | FMV |
| Yes (X) | GOLF AUCTION EXPERIENCES/TRAVEL | 5 | $12,076 | FMV |
| Yes (X) | GALA AUCTION EXPERIENCES/TRAVEL | 9 | $11,020 | FMV |
| Yes (X) | GALA AUCTION WINE/DINE | 36 | $10,486 | FMV |
| Yes (X) | GOLF AUCTION ADMISSIONS/PASSES | 8 | $10,039 | FMV |
| Yes (X) | GALA AUCTION JEWELRY | 4 | $8,225 | FMV |
| Yes (X) | GALA SILENT AUCTION ITEMS/BASKETS | 13 | $5,407 | FMV |
| Yes (X) | FAMILY PORTRAIT/SITTING | 1 | $5,000 | FMV |
| Yes (X) | GALA AUCTION SPORTS ITEMS | 3 | $4,950 | FMV |
| Yes (X) | UNDERWRITING OF BEER AND MICHELADA | 1 | $4,200 | FMV |
| Yes (X) | UNDERWRITING OF PRINTING | 1 | $2,500 | FMV |
| Yes (X) | GIBSON GUITAR | 1 | $2,249 | FMV |
| Yes (X) | GALA AUCTION ADMISSIONS/PASSES | 5 | $1,497 | FMV |
| Yes (X) | OZZIE BIRTHDAY BASH AUCTION ITEMS | 4 | $1,447 | FMV |
| Yes (X) | GOLF AUCTION WINE/DINE | 6 | $1,204 | FMV |
| Yes (X) | GOLF SILENT AUCTION ITEMS/BASKETS | 6 | $1,080 | FMV |
| Yes (X) | YOGA CLASSES | 7 | $1,050 | FMV |
| Yes (X) | OZZIE BIRTHDAY BASH CARNIVAL BOOTH ITEMS | 2 | $712 | FMV |
| Yes (X) | GOLF AUCTION JEWELRY | 3 | $280 | FMV |
| Yes (X) | GOLF AUCTION SPORTS ITEMS | 2 | $265 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOAN AND JEFF PRESTINE ARE MOTHER AND SON AND ARE BOTH ON THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 6 | ORTHOPAEDIC HOSPITAL, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION EXEMPT UNDER SECTION 501(C)(3) OF THE CODE, IS THE SOLE MEMBER OF ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION AS MENTIONED IN ITS ARTICLES OF INCORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS THE NOMINATING AND GOVERNANCE COMMITTEE, A JOINT COMMITTEE OF THE BOARD OF DIRECTORS AND BOARD OF TRUSTEES, WITH THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY. CANDIDATES ARE PROPOSED VIA THE GOVERNANCE COMMITTEE AND APPROVAL BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY INDIVIDUALS IN THE FOLLOWING ORDER: CFO THEN CEO, SENIOR ADMINISTRATIVE TEAM AND THE AUDIT COMMITTEE BEFORE FINALIZING. THE 990 WILL ALSO BE MADE AVAILABLE FOR BOARD REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE GOVERNANCE COMMITTEE OF THE ORTHOPAEDIC HOSPITAL'S BOARD OF DIRECTORS AND THE ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION'S BOARD OF TRUSTEES REQUIRE ALL DIRECTORS AND TRUSTEES TO SUBMIT A "CONFLICT OF INTEREST STATEMENT" ANNUALLY. THE COMMITTEE REVIEWS THESE STATEMENTS AND PRESENTS ANY POTENTIAL CONFLICT TO THE BOARDS FOR DISCUSSION AND APPROVAL OF ANY ACTION NEEDED. OFFICERS AND KEY EMPLOYEES ARE ALSO REQUIRED TO SUBMIT A "CONFLICT OF INTEREST STATEMENT" ANNUALLY TO THE HUMAN RESOURCES DEPARTMENT. STATEMENTS ARE REVIEWED BY THE COMPLIANCE OFFICER WHO CHECKS FOR ANY EXISTING CONFLICT. FOR ANY POTENTIAL CONFLICT, THE BOARD, WITH THE ABSTENTION OF THE INTERESTED DIRECTOR, MAY DECIDE WHETHER SUCH DIRECTOR MAY PARTICIPATE IN ANY REPORTING, DISCUSSION, OR VOTE ON THE ISSUE THAT GAVE RISE TO THE POTENTIAL CONFLICT. A MAJORITY OF A QUORUM OF DISINTERESTED DIRECTORS MUST APPROVE OR RATIFY THE TRANSACTION, CONTRACT, OR OTHER MATTER GIVING RISE TO THE ISSUE. THE INTERESTED DIRECTOR MAY BE COUNTED IN DETERMINING WHETHER A QUORUM EXISTS EVEN THOUGH HE OR SHE CANNOT VOTE ON THE ISSUE. ANY DIRECTOR WITH AN INTEREST, RELATIONSHIP, OR RESPONSIBILITY THAT CONFLICTS WITH THE INTEREST OF THE ORGANIZATION SHALL RECUSE HIMSELF OR HERSELF FROM ANY REPORTING, DISCUSSIONS, AND VOTE ON THE ISSUE THAT GIVES RISE TO THE CONFLICT AND, PREFERABLY, FROM THE BOARD OR COMMITTEE MEETING OR APPLICABLE PORTION OF SUCH MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | OFFICER POSITIONS ARE REVIEWED AND DOCUMENTED BY THE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY. KEY PHYSICIAN POSITIONS COMPENSATION IS REVIEWED BY CONSULTANT, ATTORNEY AND APPROVED BY THE STRATEGIC COMMITTEE AND THE BOARD OF DIRECTORS. OTHER OFFICERS AND KEY EMPLOYEES, COMPENSATION IS REVIEWED BY THE CEO WITH THE DIRECTOR OF HUMAN RESOURCES. ORTHOPAEDIC HOSPITAL PARTICIPATES IN SOME SALARY SURVEYS AND BENCHMARKING TOOLS TO COMPARE SALARIES AGAINST THE MARKET. |
| FORM 990, PART VI, SECTION C, LINE 19 | ANY INQUIRIES REGARDING THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS SHOULD BE DIRECTED TO THE CFO OR TO AN ORTHOPAEDIC HOSPITAL OFFICER. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 1,050,000. NET ASSETS RELEASED FROM RESTRICTIONS - OPERATIONS -1,267,000. NET ASSETS RELEASED FROM RESTRICTIONS - TIME EXPIRATION -164,000. OTHER CHANGES IN NET ASSETS -158,436. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS OF OVERSEEING THE AUDIT AND SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| ORTHOPAEDIC HOSPITAL | ||||||||||
| 403 WEST ADAMS BLVD | LOS ANGELES | CA | 90007 | 951644604 | OUTPATIENT | CA | 501(C)(3) | LINE 3 | 0 | |
| OIC HOLDING CORP | ||||||||||
| 403 WEST ADAMS BLVD | LOS ANGELES | CA | 90007 | 820778259 | SUPPORT CHARITABLE PURPOSES OF ORTHOPAEDIC HOSPITAL | CA | 501(C)(3) | LINE 12A, I | Yes (1) | ORTHOPAEDIC HOSPITAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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