2015-05-22T15:42:29-05:00 2014-06-30 COHNREZNICK LLP 1900 AVENUE OF THE STARS 28TH FL LOS ANGELES CA 90067 990 2013-07-01 951644604 ORTHOPAEDIC HOSPITAL % DIANE MOON ORTH 2137421044 403 WEST ADAMS BLVD Suite LOS ANGELES CA 900072664 DIANE MOON CFO 2137421044 2015-05-15 true STEPHEN DAY CPA P00227737 2137421044 2015-05-15 2013 2016-02-25 16:41:14Z ORTHOPAEDIC INSTITUTE FOR CHILDREN ANTHONY SCADUTO MD 403 WEST ADAMS BLVD LOS ANGELES CA 900072664 48571845 false X WWW.ORTHO-INSTITUTE.ORG X 1923 CA SEE SCHEDULE O 9 8 189 0 0 6257455 7120916 22529877 36007454 1261429 989275 313592 352740 30362353 44470385 0 0 0 0 7276838 10298619 0 0 0 21259101 32026119 28535939 42324738 1826414 2145647 281602992 307170795 42467640 40279162 239135352 266891633 X SEE SCHEDULE O false false 27540237 32127599 OUTPATIENT CLINICS - ORTHOPAEDIC HOSPITAL PROVIDES A WIDE RANGE OF PREVENTIVE AND RESTORATIVE HEALTH CARE SERVICES DESIGNED PARTICULARLY FOR CHILDREN WITH MUSCULOSKELETAL DISORDERS. SPECIFIC DISORDERS TREATED INCLUDE ORTHOPAEDIC TRAUMA, SPINA BIFIDA, CEREBRAL PALSY, CLUB FOOT, NEUROMUSCULAR DISORDERS, SPINAL DEFORMITY, HAND DEFORMITIES, MUSCULOSKELETAL TUMORS, HIP DYSPLASIA AND HEMOPHILIA. THERE WERE 57,642 OUTPATIENT VISITS FOR FISCAL YEAR 2014. 3044738 3779855 RESEARCH PROJECTS - ORTHOPAEDIC HOSPITAL CONDUCTS A NUMBER OF BASIC AND CLINICAL RESEARCH PROGRAMS. AMONG THEM ARE IMPROVING THE DURABILITY OF HUMAN JOINT REPLACEMENTS, UNDERSTANDING THE BIOLOGY AND BIOMECHANICS OF JOINT CARTILAGE AND CARTILAGE GRAFTS, IMPROVING METHODS FOR FIXATION OF FRACTURES AND DEVELOPING NEW SYNTHETIC MATERIALS AND DEVICES TO HELP ORTHOPAEDIC PATIENTS. THE DEPARTMENT ENJOYS A LEADERSHIP POSITION WORLDWIDE FOR THE DEVELOPMENT OF LONGER LASTING MATERIALS FOR JOINT REPLACEMENT. IN FISCAL YEAR 2014, THESE MATERIALS GENERATED $2,642,393 IN ROYALTIES. 600819 100000 MEDICAL EDUCATION - AS PART OF ITS ALLIANCE WITH THE UNIVERSITY OF CALIFORNIA, LOS ANGELES (UCLA), ORTHOPAEDIC HOSPITAL PARTICIPATES IN THE EDUCATION OF MEDICAL STUDENTS, ORTHOPAEDIC SURGERY RESIDENTS AND GRADUATE ORTHOPAEDIC SURGEONS. ORTHOPAEDIC HOSPITAL ALSO CONDUCTS A FELLOWSHIP PROGRAM IN PEDIATRIC ORTHOPEDICS. THE PROGRAM IS FULLY ACCREDITED BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME). 767366 31953160 true true false false false false false false false false true false false true true true false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 68 0 true 189 true false false false false false false false false false false false false X 9 8 false false false false false true true true true false false true true true true true true true true false CA X DIANE MOON 2137421044 403 WEST ADAMS BLVD LOS ANGELES CA 900072664 James V Luck MD Former President & CEO 30.0 2.0 X 0 0 0 Jeffrey J Eckardt MD Director 2.0 0.0 X 0 0 William G McGagh Director 2.0 0.0 X 0 0 Joel M Bernstein Director 2.0 0.0 X 0 0 Steven T Valentine Director 2.0 0.0 X 0 0 Edward D Fox Jr Director 2.0 0.0 X 0 0 Anthony Scaduto MD President & CEO 32.0 8.0 X X 770530 0 39518 Richard Giss Director 2.0 0.0 X 0 0 Hilary Norton Director 2.0 0.0 X 0 0 Peverley Hukill Director 2.0 0.0 X 0 0 Anthony Scaduto MD Director 2.0 0.0 X 0 0 Diane Moon CFO 24.0 16.0 X 242841 0 17346 Mauricio Silva MD Medical Director 40.0 0.0 X 473942 0 59999 Richard Bowen MD Director Sports Med 40.0 0.0 X 464726 0 32500 Doris V Quon MD Medical Director, OHT 40.0 0.0 X 182969 0 32473 Robert S Warnock Nurse Practitioner 40.0 0.0 X 145392 0 37454 Deborah E Justice Sr. Dir. Of Operations 40.0 0.0 X 131768 0 27099 2412168 0 246389 18 false true false LADUE CURRAN KUEHN LLC 200 FIRST BANK BLDG 205 W JEFFERSON SOUTH BEND IN 46601 LEGAL 236069 KIRKLAND ELLIS LLP 333 S HOPE STREET LOS ANGELES CA 90071 LEGAL 399740 ARNOLD P HAGEMAN MD INC 2100 SAWTELLE BLVD 103A LOS ANGELES CA 90025 URGENT CARE PHYS 140454 DONALD R HOECHLIN MD 2545 SANTA ANA AVENUE H COSTA MESA CA 92627 URGENT CARE PHYS 118470 RANDALL POKOMO MD INC 330 BELLINO DR PACIFIC PALISADES CA 90272 URGENT CARE PHYS 151632 5 7120916 7120916 OUTPATIENT CLINICS 621400 32127599 32127599 RESEARCH PROJECTS 541700 3779855 3779855 MEDICAL EDUCATION 611600 100000 100000 36007454 318991 318991 0 0 59238 59238 0 59238 59238 4771744 4101460 670284 670284 670284 0 0 0 OTHER REVENUE 900099 215359 215359 PARKING REVENUE 812930 78143 78143 293502 44470385 36222813 1126656 0 0 0 0 1070235 760272 309963 0 0 7387119 5247652 2139467 0 291790 246073 45717 0 1087406 1086510 896 0 462069 397358 64711 0 5549 5499 50 0 48256 0 48256 0 50000 0 50000 0 0 0 50746 0 50746 0 5899958 4522886 1377072 0 0 522324 0 522324 0 0 0 711867 33250 678617 0 83249 58907 24342 0 0 31351 20091 11260 0 905238 0 905238 0 0 4030647 406733 3623914 0 234722 57911 176811 0 MEDICAL SUPPLIES 18905816 18755155 150661 0 REPAIRS AND MAINTENANCE 286040 149866 136174 0 PROVISION FOR BAD DEBT 119949 119949 0 0 OTHER DIRECT EXPENSES 54100 37416 16684 0 86307 47632 38675 42324738 31953160 10371578 0 251607 73733 0 0 0 0 920533 3373903 0 0 0 0 0 0 339078 573293 404396 272427 75119583 25211298 51694117 49908285 15646179 16987006 0 0 0 0 0 0 212347082 235982148 281602992 307170795 3057367 3777935 0 0 169379 277629 33875000 30775000 0 0 0 0 0 0 0 0 5365894 5448598 42467640 40279162 X 59397536 65829016 152607529 172413547 27130287 28649070 239135352 266891633 281602992 307170795 X 2145647 -20 25610654 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 313523 313523 63201543 17631744 45569799 6894019 5806328 1087691 4710498 1773226 2937272 49908285 DUE FROM LAOHF 272723 DEFERRED FINANCING COST 228704 INTEREST IN NET ASSETS - LAOHF 201062617 PREPAID RENT 29692500 OTHER ASSETS 1616476 AWUIL-CURRENT TTEE HELD FUND 9128 INTERCOMPANY TRANSFERS 3100000 235982148 0 OTHER LIABILITIES - NONCURRENT 4886259 EST LIAB. - SELF INSURED W/COM 498224 INTEREST PAYABLE 64115 5448598 X FORM 990, SCHEDULE D, PART X, LINE 2 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2014, JUNE 30, 2013 AND OCTOBER 31, 2012. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2011, 2010 AND 2009, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. X X X X X false false false false false false false false false Anthony Scaduto MD President & CEO 770530 0 0 0 0 0 25000 0 14518 0 810048 0 0 0 Mauricio Silva MD Medical Director 473942 0 0 0 0 0 32500 0 27499 0 533941 0 0 0 Diane Moon CFO 242841 0 0 0 0 0 6394 0 10952 0 260187 0 0 0 Richard Bowen MD Director Sports Med 444726 0 20000 0 0 0 32500 0 0 0 497226 0 0 0 Doris V Quon MD Medical Director, OHT 182969 0 0 0 0 0 26112 0 6361 0 215442 0 0 0 Robert S Warnock Nurse Practitioner 145392 0 0 0 0 0 14672 0 22782 0 182846 0 0 0 Deborah E Justice Sr. Dir. Of Operations 131768 0 0 0 0 0 20115 0 6984 0 158867 0 0 0 A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 2012-06-22 37025000 REFUNDING ISSUE FOR JULY 2000 BOND true false false A 40125000 40125000 37025000 3788425 325579 40813425 354484 0 0 0 0 0 true false false true A 0 A true false false 0 false 0 false true A FORM 990, PART I, LINE 1 & PART III, LINE 1 MISSION STATEMENT: DESCRIPTION OF ORGANIZATION MISSION: THE MISSION OF LOS ANGELES ORTHOPAEDIC HOSPITAL IS TO PROVIDE OUTSTANDING CARE TO PATIENTS WITH MUSCULOSKELETAL DISORDERS AND THROUGH THE SUPPORT OF THE LOS ANGELES ORTHOPAEDIC HOSPITAL FOUNDATION, TO PROVIDE CARE FOR CHILDREN REGARDLESS OF ABILITY TO PAY AND TO ADVANCE CARE WORLDWIDE FOR ALL MUSCULOSKELETAL PATIENTS THROUGH MEDICAL EDUCATION AND SCIENTIFIC RESEARCH. FORM 990, PART IV, LINE 20A CHECKLIST OF REQUIRED SCHEDULES: LINE 20A IS CHECKED "NO" BECAUSE ORTHOPAEDIC INSTITUTE FOR CHILDREN (OPERATED BY ORTHOPAEDIC HOSPITAL) IS A CLINIC LICENSED UNDER SECTION 1204 OF THE CALIFORNIA HEALTH AND SAFETY CODE AND NOT A HEALTH FACILITY SUBJECT TO THE PROVISIONS OF 1250. FORM 990, PART VI, SECTION A, LINE 7A & 7B GOVERNING BODY AND MANAGEMENT - POWERS OF MEMBERS: THE GOVERNANCE COMMITTEE OF THE ORTHOPAEDIC HOSPITAL'S BOARD OF DIRECTORS AND THE LOS ANGELES ORTHOPAEDIC HOSPITAL FOUNDATION'S BOARD OF TRUSTEES IS ASSIGNED WITH THE RESPONSIBILITY OF RECRUITING NEW DIRECTORS AND TRUSTEES FOR BOTH ORGANIZATIONS. THE COMMITTEE GOES THROUGH ITS DUE DILIGENCE PROCESS OF REVIEWING EACH POTENTIAL MEMBER'S STATUS IN THE COMMUNITY AND QUALIFICATIONS FOR BOARD MEMBERSHIP AND THEN MAKES ITS RECOMMENDATION TO EACH BOARD. FORM 990, PART VI, SECTION B, LINE 11 POLICIES - REVIEW OF FORM 990: 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 BOARD OF DIRECTORS BEFORE FINALIZING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: THE GOVERNANCE COMMITTEE OF THE ORTHOPAEDIC HOSPITAL'S BOARD OF DIRECTORS AND THE LOS ANGELES OTHOPAEDIC HOSPITAL 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 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. FORM 990, PART VI, SECTION B, LINE 15 A & B POLICIES - PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT: CEO - COMPENSATION IS REVIEWED AND DOCUMENTED BY THE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY. KEY PHYSICIAN POSITIONS - COMPENSATION IS REVIEWED BY CONSULTANT, ATTORNEY AND THEN 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 USES THIS INFORMATION TO COMPARE SALARIES IN THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE - DOCUMENTS AVAILABLE TO THE PUBLIC: ANY INQUIRY SHOULD BE DIRECTED TO THE CFO OR TO AN ORTHOPAEDIC HOSPITAL OFFICER. FORM 990, PART XI, LINE 5 RECONCILIATION OF NET ASSETS: OTHER CHANGES IN NET ASSETS OR FUND BALANCES $ 1,185,853 NET UNREALIZED LOSS ON INVESTMENTS $ 19,806,018 CHANGE IN VALUE OF ASSETS - TEMPORARILY RESTRICTED $ 1,518,783 CHANGE IN VALUE OF ASSETS - PERMANENTLY RESTRICTED $ 3,100,000 BOND PRINCIPAL ------------- $ 25,610,654 = OTHER CHANGES TO NET ASSETS LA ORTHOPAEDIC HOSPITAL FOUNDATION 2400 S FLOWER ST LOS ANGELES CA 90007 951644029 FUNDRAISING CA 501(c)(3) 11(A) SEE PART VII true false false true false false false false false false false true false true true false true false true LA ORTHOPAEDIC HOSPITAL FOUNDATION C 7120916 CASH LA ORTHOPAEDIC HOSPITAL FOUNDATION o 197989 CASH LA ORTHOPAEDIC HOSPITAL FOUNDATION q 837861 CASH DIRECT CONTROLLING ENTITY: ORTHOPAEDIC HOSPITAL IS THE ENTITY THAT DIRECTLY CONTROLS L.A. ORTHOPAEDIC HOSPITAL FOUNDATION.