ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION (EIN 95-1644029)
- Tax period
- 2010-11-01 to 2011-10-31
- Filed
- 2012-09-15
- IRS object ID
- 201232599349300603
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-09-15T14:34:17-05:00 | Timestamp |
| Tax Period End Date | 2011-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JH COHN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11755 WILSHIRE BLVD STE 1700 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644029 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ANGELES ORTHOPAEDIC HOSPITAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOSA | NameControl |
| Phone | 2137421037 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 S FLOWER STREET | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900072697 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOURDES ABCEDE | Name |
| Title | CFO | Title |
| Phone | 2137421037 | Phone |
| Date Signed | 2012-09-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN M DAY | Name |
| Phone | 3104773722 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES V LUCK JR MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 S FLOWER ST | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900072697 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 56354103 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | ORTHOHOSPITAL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1918 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF LOS ANGELES ORTHOPAEDIC HOSPITAL 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 ADVANCE CARE WORLDWIDE THROUGH SCIENTIFIC RESEARCH AND MEDICAL EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 358 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3966466 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4383207 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5343526 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11685213 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 32201 | OtherRevenuePriorYear |
| Other Revenue Current Year | -19622 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9342193 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16048798 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15796191 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10819329 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 996319 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1084662 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 21000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 809294 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 951170 | OtherExpensePriorYear |
| Other Expenses Current Year | 944634 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17764680 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12848625 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -8422487 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3200173 | RevenuesLessExpensesCY |
| Total Assets BOY | 169810311 | TotalAssetsBOY |
| Total Assets EOY | 163215786 | TotalAssetsEOY |
| Total Liabilities BOY | 3151153 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2598073 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 166659158 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 160617713 | NetAssetsOrFundBalancesEOY |
| Mission Description | SAME AS PART I, LINE 1. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10758329 | Expense |
| Description | FINANCIAL SUPPORT - THE LOS ANGELES ORTHOPAEDIC HOSPITAL 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 57,961 OUTPATIENT VISITS FOR FISCAL YEAR 2011. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 211863 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | COMMUNITY SERVICES - THE LOS ANGELES ORTHOPAEDIC HOSPITAL FOUNDATION CONDUCTS A NUMBER OF COMMUNITY SERVICES. ONE OF THEM IS THE VOLUNTEER PROGRAM WHICH PROVIDES SUPPORT TO ORTHOPAEDIC HOSPITAL'S PATIENTS AND THEIR IMMEDIATE FAMILY MEMBERS. 358 VOLUNTEERS CONTRIBUTED 13,027 HOURS TO THE PROGRAM FOR FISCAL YEAR 2011. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 162170 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | COMMUNITY OUTREACH - THE LOS ANGELES ORTHOPAEDIC HOSPITAL FOUNDATION GRANTS SCHOLARSHIPS TO PATIENTS OF ORTHOPAEDIC HOSPITAL AND TO GRADUATE STUDENTS OF ORTHOPAEDIC HOSPITAL MEDICAL 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 11132362 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA ORTHOPAEDIC HOSPITAL FOUNDATION CO LOURDES ABCEDE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2137421037 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 SOUTH FLOWER ST | AddressLine1 |
| City | LA | City |
| State | CA | State |
| ZIP Code | 90007 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JAMES V LUCK JR MD | ||||||||
| CEO & PRESIDENT | 20.00 | X | X | 95729 | 382914 | 106958 | ||
| WILLIAM RBOYD JR | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD W COOK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| HAROLD A DAVIDSONDBACRA | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| EDWARD D FOX JR | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WALID H GHURABIDOFACEP | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LAWRENCE B GOTLIEB | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| OWEN H HARPER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MICHAEL RLOMBARDI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JAMES V LUCK JR | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MEYER LUSKIN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER CMARTINFAIA | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PHYLLIS J MCCRAY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| HAROLD J MEYERS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MITCH M MICHINOESQ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| HILARY A NORTON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CORINA VILLARAIGOSA | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD E GISS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JACK R BORSTING | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| AMY D'AMBRA | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| FARRELL D FOLEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOAN PRESTINE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RUTH WAGNER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LOURDES ABCEDE | ||||||||
| CFO | 40.00 | X | 83051 | 83051 | 6154 | |||
| MILLICENT FARIS | ||||||||
| VICE PRESIDENT FOR ADVANCEMENT | 40.00 | 212020 | 0 | 21702 | X | |||
| ANDREA WEAVER-GOLLER | ||||||||
| SENIOR DIRECTOR | 40.00 | 119215 | 0 | 15605 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 510015 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 465965 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 150419 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 94575 | FundraisingEvents |
| All Other Contributions | 4288632 | AllOtherContributions |
| Noncash Contributions | 48660 | NoncashContributions |
| Total Contributions | 4383207 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2919897 | TotalRevenueColumn |
| Exclusion | $2,919,897 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7111 | TotalRevenueColumn |
| Exclusion | $7,111 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 49016062 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40250746 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8765316 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8765316 | TotalRevenueColumn |
| Exclusion | $8,765,316 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16275 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 94575 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 54559 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -38284 | TotalRevenueColumn |
| Exclusion | -$38,284 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 11551 | TotalRevenueColumn |
| Exclusion | $11,551 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11551 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16048798 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $11,665,591 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10758329 | Total |
| Program Services | 10758329 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61000 | Total |
| Program Services | 61000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301447 | Total |
| Management And General | 81894 | ManagementAndGeneral |
| Fundraising | 219553 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 470708 | Total |
| Program Services | 134821 | ProgramServices |
| Fundraising | 335887 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28631 | Total |
| Program Services | 4658 | ProgramServices |
| Management And General | 5877 | ManagementAndGeneral |
| Fundraising | 18096 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233162 | Total |
| Program Services | 30700 | ProgramServices |
| Management And General | 111180 | ManagementAndGeneral |
| Fundraising | 91282 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50714 | Total |
| Program Services | 10467 | ProgramServices |
| Management And General | 7051 | ManagementAndGeneral |
| Fundraising | 33196 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7250 | Total |
| Program Services | 7250 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9023 | Total |
| Management And General | 9023 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60000 | Total |
| Management And General | 60000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387380 | Total |
| Management And General | 387380 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29627 | Total |
| Program Services | 213 | ProgramServices |
| Management And General | 213 | ManagementAndGeneral |
| Fundraising | 29201 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81648 | Total |
| Program Services | 29481 | ProgramServices |
| Fundraising | 52167 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15163 | Total |
| Management And General | 9005 | ManagementAndGeneral |
| Fundraising | 6158 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20730 | Total |
| Program Services | 8191 | ProgramServices |
| Management And General | 9378 | ManagementAndGeneral |
| Fundraising | 3161 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35680 | Total |
| Program Services | 276 | ProgramServices |
| Management And General | 35404 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34245 | Total |
| Management And General | 34142 | ManagementAndGeneral |
| Fundraising | 103 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER EXPENSES | 125185 | 52645 | 70090 | 2450 |
| PURCHASED SERVICES | 106596 | 33986 | 54825 | 17785 |
| DUES AND SUBSCRIPTIONS | 17173 | 345 | 16573 | 255 |
| TAXES & LICENSES | 14934 | 14934 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12848625 | Total |
| Program Services | 11132362 | ProgramServices |
| Management And General | 906969 | ManagementAndGeneral |
| Fundraising | 809294 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 417107 | BOY |
| EOY | 154034 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 97000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 12283 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 721151 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 446804 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307810 | BOY |
| EOY | 274347 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150178453 | BOY |
| EOY | 139447286 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18406828 | BOY |
| EOY | 22913654 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400113 | BOY |
| EOY | 317182 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169810311 | BOY |
| EOY | 163215786 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3084217 | BOY |
| EOY | 2527793 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66936 | BOY |
| EOY | 70280 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3151153 | BOY |
| EOY | 2598073 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121882400 | BOY |
| EOY | 116542395 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19208343 | BOY |
| EOY | 18360755 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25568415 | BOY |
| EOY | 25714563 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166659158 | BOY |
| EOY | 160617713 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169810311 | BOY |
| EOY | 163215786 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3200173 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -9241618 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPAEDIC HOSPITAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644604 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $10,758,329 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 10758329 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25568415 | BeginningOfYearBalance |
| Contributions | 372000 | Contributions |
| Investment Earnings Or Losses | -226000 | InvestmentEarningsOrLosses |
| End Of Year Balance | 25714415 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24591043 | BeginningOfYearBalance |
| Contributions | 378000 | Contributions |
| Investment Earnings Or Losses | 599372 | InvestmentEarningsOrLosses |
| End Of Year Balance | 25568415 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24486047 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 104996 | InvestmentEarningsOrLosses |
| End Of Year Balance | 24591043 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 126943 | OtherCostOrOtherBasis |
| Book Value | 126943 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 356240 | OtherCostOrOtherBasis |
| Depreciation | 294841 | Depreciation |
| Book Value | 61399 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 237968 | OtherCostOrOtherBasis |
| Depreciation | 151963 | Depreciation |
| Book Value | 86005 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 274347 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 22913654 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 22913654 | TotalOfBookValueSecurities |
| Total Revenue | 16048798 | TotalRevenue |
| Total Expenses | 12848625 | TotalExpenses |
| Excess Or Deficit For Year | 3200173 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -8540178 | NetUnrealizedGLOnInvestments |
| Other | -$701,440 | OtherAmount |
| Total Adjustments | -9241618 | TotalAdjustments |
| Excess Or Deficit Per FS | -6041445 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | -3586730 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -8540178 | NetUnrealizedGainsInvestments |
| Other Revenues | -11095350 | OtherRevenues |
| Revenue Not Rptd F990 | -19635528 | RevenueNotRptdF990 |
| Revenue Subtotal | 16048798 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16048798 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1753275 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 54559 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 54559 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1698716 | ExpensesSubtotal |
| Other Expenses Not Included | 11149909 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11149909 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12848625 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT OCTOBER 31, 2011 AND 2010. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2008 AND 2007, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT AGREEMENTS & PERPETUAL TRUSTS -522,000. CRT/ANNUITIES/PERPETUAL TRUSTS/ESTATES 0. RESTRICED GIFTS AND BEQUESTS 1,574,000. PRIOR YEAR ADJUSTMENTS 453. CHANGE IN UNREALIZED GAINS/LOSSES ON INVESTMENTS -965,634. INVESTMENT INCOME - PERMANENTLY RESTRICTED ASSETS 1,145,000. RELEASED FROM RESTRICTED USE -1,933,259. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UTILITIES EXPENSE -4,200. LAOHF SUPPORT -10,758,329. INVESTMENT EXPENSE -387,380. DIRECT FUNDRAISING EXPENSES REPORTED ON REVENUE PAGE 54,559. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES REPORTED ON REVENUE PAGE 54,559. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | UTILITIES EXPENSE 4,200. LAOHF SUPPORT 10,758,329. INVESTMENT EXPENSE 387,380. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CENTENNIAL CELEBRATION | NameOfEvent1 |
| Gross Receipts Event1 | 110850 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 94575 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 16275 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 54559 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 110850 | GrossReceiptsTotal |
| Charitable Contributions Total | 94575 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16275 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 54559 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 54559 | DirectExpenseSummaryEvents |
| Net Income Summary | -38284 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPAEDIC HOSPITAL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 SOUTH FLOWER STREET | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900072697 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 951644604 | EINOfRecipient |
| Amount Of Cash Grant | 10758329 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT TO CARRY OUT ITS MISSION TO PROVIDE MEDICAL CARE TO CHILDREN WITH MUSCULOSKELETAL DISORDERS | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP GRANTS | TypeOfGrant |
| Number Of Recipients | 32 | NumberOfRecipients |
| Amount Of Cash Grant | 61000 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES V LUCK JR MD | |||||||||||||
| 95729 | 382914 | 0 | 0 | 0 | 0 | 88705 | 0 | 18253 | 0 | 202687 | 382914 | 102073 | 0 |
| LOURDES ABCEDE | |||||||||||||
| 83051 | 83051 | 0 | 0 | 0 | 0 | 0 | 0 | 6154 | 0 | 89205 | 83051 | 83215 | 0 |
| MILLICENT FARIS | |||||||||||||
| 212020 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 21702 | 0 | 233722 | 0 | 230076 | 21702 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | JAMES V. LUCK, JR., M.D. $88,705 457(F) PLAN | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GIFT CERTIFICATES FOR SERVICES TO AUCTION | 1 | 8000 | FAIR MARKET VALUE |
| X | TOYS FOR HOLIDAY PARTY | 3275 | 40660 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | LOS ANGELES ORTHOPAEDIC HOSPITAL FOUNDATION USES AN OUTSIDE ORGANIZATION TO SELL NON-CASH CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART IV, LINE 12A - LOS ANGELES ORTHOPAEDIC HOSPITAL FOUNDATION FILES A COMBINED AUDITED FINANCIAL STATEMENT WITH A RELATED ENTITY. A SEPARATE FORM 990 IS FILED FOR THE RELATED ENTITY. | ||
| CHRISTOPHER MARTIN'S FIRM HAS CONTRACTED WITH A COMPANY WHERE MICHAEL LOMBARDI IS A SENIOR OFFICER ON AN UNRELATED REAL ESTATE DEVELOPMENT PROJECT IN LOS ANGELES. | FORM 990, PART VI, SECTION A, LINE 2 | |
| ORTHOPAEDIC HOSPITAL, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION EXEMPT UNDER SECTION 501(C)(3) OF THE CODE, IS THE SOLE MEMBER OF LOS ANGELES ORTHOPAEDIC HOSPITAL FOUNDATION AS MENTIONED IN ITS ARTICLES OF INCORPORATION. | FORM 990, PART VI, SECTION A, LINE 6 | |
| 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 DILIGENCE PROCESS OF REVIEWING POTENTIAL MEMBER'S STATUS IN THE COMMUNITY AND QUALIFICATIONS FOR BOARD MEMBERSHIP AND THEN MAKES ITS RECOMMENDATIONS TO EACH BOARD. | FORM 990, PART VI, SECTION A, LINE 7A | |
| 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 DILIGENCE PROCESS OF REVIEWING POTENTIAL MEMBER'S STATUS IN THE COMMUNITY AND QUALIFICATIONS FOR BOARD MEMBERSHIP AND THEN MAKES ITS RECOMMENDATIONS TO EACH BOARD. | FORM 990, PART VI, SECTION A, LINE 7B | |
| 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 TRUSTEES. | FORM 990, PART VI, SECTION B, LINE 11 | |
| THE GOVERNANCE COMMITTEE OF THE LOS ANGELES ORTHOPAEDIC HOSPITAL FOUNDATION'S BOARD OF TRUSTEES REQUIRES ALL TRUSTEES TO SUBMIT A "CONFLICT OF INTEREST STATEMENT" ANNUALLY. THE COMMITTEE REVIEWS THESE STATEMENTS AND PRESENTS ANY POTENTIAL CONFLICT TO BOARD FOR DISCUSSION AND APPROVAL OF ANY ACTION NEEDED. OFFICERS AND KEY EMPLOYEES ARE ALSO REQUIRED TO SUBMIT "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 12C | |
| CEO - COMPENSATION IS REVIEWED AND DOCUMENTED BY THE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY. COMPENSATION IS REVIEWED BY THE CEO WITH THE DIRECTOR OF HUMAN RESOURCES. LOS ANGELES ORTHOPAEDIC HOSPITAL FOUNDATION PARTICIPATES IN SOME SALARY SURVEYS AND USES THIS INFORMATION TO COMPARE SALARIES IN THE ORGANIZATION. | FORM 990, PART VI, SECTION B, LINE 15 | |
| ANY INQUIRY SHOULD BE DIRECTED TO THE CFO OR TO LOS ANGELES ORTHOPAEDIC HOSPITAL FOUNDATION ADMINISTRATIVE OFFICER. | FORM 990, PART VI, SECTION C, LINE 19 | |
| NET UNREALIZED LOSSES ON INVESTMENTS: -8,540,178. CHANGE IN VALUE OF SPLIT AGREEMENTS & PERPETUAL TRUSTS -522,000. CRT/ANNUITIES/PERPETUAL TRUSTS/ESTATES 0. RESTRICED GIFTS AND BEQUESTS 1,574,000. PRIOR YEAR ADJUSTMENTS 453. CHANGE IN UNREALIZED GAINS/LOSSES ON INVESTMENTS -965,634. INVESTMENT INCOME - PERMANENTLY RESTRICTED ASSETS 1,145,000. RELEASED FROM RESTRICTED USE -1,933,259. TOTAL TO FORM 990, PART XI, LINE 5: -9,241,618. | CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: |
| FORM 990, PART XI, LINE 2C: NO CHANGE FROM PRIOR YEAR |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPAEDIC HOSPITAL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 SOUTH FLOWER STREET | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900072697 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644604 | EIN |
| Primary Activities | OUTPATIENT CLINICS | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 3 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ORTHOPAEDIC HOSPITAL | |
| B | 10758329 |
| ORTHOPAEDIC HOSPITAL | |
| M | 12475 |
| ORTHOPAEDIC HOSPITAL | |
| N | 178780 |
| ORTHOPAEDIC HOSPITAL | |
| O | 1108156 |
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