2013-09-13T17:56:06-05:00 2012-10-31 COHNREZNICK LLP 1900 AVENUE OF THE STARS 28TH FL LOS ANGELES CA 90067 990 2011-11-01 951644604 ORTHOPAEDIC HOSPITAL % LOURDES ABCEDE ORTH 2137421037 403 WEST ADAMS BLVD LOS ANGELES CA 900072664 LOURDES ABCEDE 2013-09-13 true 3104773722 2011 2016-02-24 21:20:13Z X ORTHOPAEDIC INSTITUTE FOR CHILDREN ANTHONY SCADUTO MD 403 WEST ADAMS BLVD LOS ANGELES CA 900072664 47342886 false X WWW.ORTHO-INSTITUTE.ORG X 1923 CA SEE SCHEDULE O 11 10 196 0 0 0 10758329 9671760 29567637 33023968 315256 702217 682576 512921 41323798 43910866 0 0 0 0 9693280 11171961 31632798 0 0 31632798 35309867 72958876 46481828 -31635078 -2570962 272591395 271003173 52364704 46052097 220226691 224951076 X SEE SCHEDULE O false false 30338844 28567866 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 54,075 OUTPATIENT VISITS FOR FISCAL YEAR 2012. 7280428 4364435 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 2012, THESE MATERIALS GENERATED MORE THAN $3.1 MILLION IN ROYALTIES. 628598 91667 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). 235108 OTHER PROGRAM SERVICES 235108 38247870 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 87 0 true 196 true false false false false false false false false false false false false X 11 10 false false false false false true true true true false false true true true true true true true true false CA X LOURDES ABCEDE 2137421037 403 WEST ADAMS BLVD LOS ANGELES CA 900072664 X Jeffrey J Eckardt MD 2.0 X 0 0 0 William G McGagh 2.0 X 0 0 0 Christopher C Martin 2.0 X 0 0 0 Joel M Berstein 2.0 X 0 0 0 Nicholas V McClure 2.0 X 0 0 0 Steven T Valentine 2.0 X 0 0 0 Edward D Fox Jr 2.0 X 0 0 0 Edward L Schneider MD 2.0 X 0 0 0 Meyer Luskin 2.0 X 0 0 0 Jerve M Jones 2.0 X 0 0 0 Anthony Scaduto MD 32.0 X X 504329 126082 19932 Lourdes Abcede 24.0 X 83052 83052 4680 Harry McKellop PhD 40.0 X 1371684 0 19931 Victor Marder MD 32.0 X 224233 0 15605 Richard Bowen MD 40.0 X 437166 0 15605 Mauricio Silva MD 40.0 X 398877 0 0 Deborah Justice 40.0 X 144398 0 8932 Lewis Zionts MD 40.0 X 141291 0 19931 Zabelle Boyadjian 40.0 X 125357 0 8932 James V Luck MD 0.0 X 382914 95729 104309 3813301 304863 217857 16 true true false FU-WEN SHEN PHD 20308 TRAILS END ROAD WALNUT CA 91789 RESEARCH INVENTOR 1228686 KIRKLAND ELLIS LLP 333 S HOPE STREET LOS ANGELES CA 90071 LEGAL 359798 THE STRUM GROUP 239 N ORANGE GROVE BLVD PASADENA CA 91103 CONSULTANT 166867 KORNPERRY INTERNATIONAL PO BOX 1450 MINNEAPOLIS MN 554855064 CONSULTANT 148794 RANDALL POKOMO MD INC 330 BELLINO DR PACIFIC PALISADES CA 90272 URG. CARE PHYSICIAN 143319 11 9671760 9671760 OUTPATIENT CLINICS 621400 28567866 28567866 RESEARCH PROJECTS 541700 4364435 4364435 MEDICAL EDUCATION 611600 91667 91667 33023968 232805 232805 0 0 207727 34001 173726 173726 173726 3867431 3398019 469412 469412 469412 0 0 0 OTHER OPERATING REVENUE 900099 235108 235108 PARKING REVENUE 812930 104087 104087 339195 43910866 33259076 980030 0 0 0 0 3403320 2644399 758921 0 0 4445326 3454044 991282 0 433017 275830 157187 0 2890298 2172858 717440 0 0 596927 72560 524367 0 564483 478860 85623 0 55000 5000 50000 0 0 0 0 3058613 3057863 750 0 0 82245 59513 22732 0 0 0 0 96714 83967 12747 0 0 0 3850765 3850765 0 0 0 3781474 440562 3340912 0 234869 142530 92339 0 MEDICAL SUPPLIES 19330185 19184663 145522 0 PURCHASED SERVICES 2290988 1645178 645810 0 OTHER DIRECT EXPENSES 1116897 459125 657772 0 PROVISION FOR BAD DEBT 212241 212241 0 0 38466 7912 30554 46481828 38247870 8233958 0 728336 743931 0 0 0 0 3530761 1809679 0 0 0 0 294997 124761 325796 340775 399202 417091 74774257 21604250 54814163 53170007 9630611 12476640 0 0 0 0 0 0 202867529 201920289 272591395 271003173 5089489 3486732 0 0 426883 347200 41605311 37025000 0 0 0 0 0 0 0 0 5243021 5193165 52364704 46052097 X 59780137 57708098 134731991 140448545 25714563 26794433 220226691 224951076 272591395 271003173 X -2570962 7295347 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 313523 313523 63132623 14917447 48215176 6866911 5402847 1464064 4461200 1283956 3177244 53170007 DUE FROM LAOHF 1387628 DEFERRED FINANCING COST 336588 INTEREST IN NET ASSETS - LAOHF 167242978 PREPAID RENT 31850780 OTHER ASSETS 1093187 AWUIL-CURRENT TTEE HELD FUND 9128 201920289 0 OTHER LIABILITIES - NON-CURRENT 4657800 EST LIAB. - SELF INSURED W/COMP 535365 5193165 PART X, LINE 2: THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT OCTOBER 31, 2012 AND 2011. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2009 AND 2008, 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 James V Luck MD 380796 95199 0 0 2118 530 70963 17741 12484 3121 466361 116591 0 0 Lourdes Abcede 82079 82079 0 0 973 973 0 0 2340 2340 85392 85392 0 0 Anthony Scaduto MD 491012 122753 0 0 13317 3329 0 0 15946 3986 520275 130068 0 0 Harry McKellop PhD 163181 0 0 0 1208503 0 0 0 19931 0 1391615 0 0 0 Victor Marder MD 222949 0 0 0 1284 0 0 0 15605 0 239838 0 0 0 Richard Bowen MD 422503 0 0 0 14663 0 0 0 15605 0 452771 0 0 0 Mauricio Silva MD 396195 0 0 0 2682 0 0 0 0 0 398877 0 0 0 Deborah Justice 142742 0 0 0 1656 0 0 0 8932 0 153330 0 0 0 Lewis Zionts MD 139658 0 0 0 1633 0 0 0 19931 0 161222 0 0 0 FORM 990, SCHEDULE J, LINE 1 COMPENSATION OF OFFICERS: JAMES V LUCK, M.D. IS A FORMER BOARD MEMBER WHO RESIGNED HIS POSITION DURING FISCAL YEAR 2011. THE COMPENSATION LISTED IN PART VII AND SCHEDULE J IS DERIVED FROM HIS 2011 W-2. CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 2012-06-22 37025000 REFUNDING ISSUE FOR JULY 2000 BOND true false false 40125000 40125000 37025000 3788425 325579 40813425 354484 0 0 0 0 8363 2012 true false false true 0 true false false 0 false 0 false true X 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 LOS ANGELES ORTHOPAEDIC MEDICAL CENTER (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: 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: 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 POLICIES: 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. EXISTING CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 POLICIES: 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: ANY INQUIRY SHOULD BE DIRECTED TO THE CFO OR TO AN ORTHOPAEDIC HOSPITAL OFFICER. FORM 990, PART VII, LINE 20 COMPENSATION OF OFFICERS: JAMES V LUCK, M.D. IS A FORMER BOARD MEMBER WHO RESIGNED HIS POSITION DURING FISCAL YEAR 2011. THE COMPENSATION LISTED IN PART VII AND SCHEDULE J IS DERIVED FROM HIS 2011 W-2. FORM 990, PART XI, LINE 5 RECONCILIATION OF NET ASSETS: OTHER CHANGES IN NET ASSETS OR FUND BALANCES $ 498,923 NET UNREALIZED GAINS ON INVESTMENTS $ 5,716,554 CHANGE IN VALUE OF ASSETS - TEMPORARILY RESTRICTED $ 1,079,870 CHANGE IN VALUE OF ASSETS - PERMANENTLY RESTRICTED -------------------------- $ 7,295,347 = OTHER CHANGES TO NET ASSETS HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Christopher C. Martin TITLE:Trustee HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Edward D. Fox, Jr. TITLE:Trustee HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Meyer Luskin TITLE:Trustee HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Anthony Scaduto, M.D. TITLE:President & CEO HOURS:8 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Lourdes Abcede TITLE:CFO HOURS:16 LA ORTHOPAEDIC HOSPITAL FOUNDATION 2400 S FLOWER ST LOS ANGELES CA 900072697 951644029 FUNDRAISING CA 501(C)(3) 11(A) SEE PART VII true false false true false false false false false false false false false true true false true false false LA ORTHOPAEDIC HOSPITAL FOUNDATION C 9871761 CASH LA ORTHOPAEDIC HOSPITAL FOUNDATION M 13210 CASH LA ORTHOPAEDIC HOSPITAL FOUNDATION N 213722 CASH LA ORTHOPAEDIC HOSPITAL FOUNDATION P 1550379 CASH SCHEDULE R, PART II, LINE 1, COLUMN F DIRECT CONTROLLING ENTITY: ORTHOPAEDIC HOSPITAL IS THE ENTITY THAT DIRECTLY CONTROLS L.A. ORTHOPAEDIC HOSPITAL FOUNDATION.