ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION (EIN 95-1644029)
Tax period
2009-11-01 to 2010-10-31
Filed
2011-09-12
IRS object ID
201102559349300240
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-09-12T17:42:03-05:00Timestamp
Tax Period End Date2010-10-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JH COHN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line111755 WILSHIRE BLVD STE 1700AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90025ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-11-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN951644029EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Los Angeles Orthopaedic Hospital FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLOSANameControl
Phone2137421037Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12400 S Flower StreetAddressLine1
Citylos angelesCity
StateCAState
ZIP Code900072697ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLOURDES ABCEDEName
TitleCFOTitle
Phone2137421037Phone
Date Signed2011-09-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameStephen M DayName
Phone3104773722Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJAMES V LUCK JR MDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12400 S FLOWER STAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code900072697ZIPCode
FieldValueIRS element (for citing)
Gross Receipts52345820GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Siteorthohospital.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1918YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionThe 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 Body17NbrVotingMembersGoverningBody
Nbr Independent Voting Members16NbrIndependentVotingMembers
Total Nbr Employees14TotalNbrEmployees
Total Nbr Volunteers402TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3626448ContributionsGrantsPriorYear
Contributions Grants Current Year3966466ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-9449985InvestmentIncomePriorYear
Investment Income Current Year5343526InvestmentIncomeCurrentYear
Other Revenue Prior Year-57100OtherRevenuePriorYear
Other Revenue Current Year32201OtherRevenueCurrentYear
Total Revenue Prior Year-5880637TotalRevenuePriorYear
Total Revenue Current Year9342193TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year10830219GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY15796191GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1638765SalariesEtcPriorYear
Salaries Etc Current Year996319SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY21000TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year854721TotalFundrsngExpCurrentYear
Other Expense Prior Year1319369OtherExpensePriorYear
Other Expenses Current Year951170OtherExpensesCurrentYear
Total Expenses Prior Year13788353TotalExpensesPriorYear
Total Expenses Current Year17764680TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-19668990RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-8422487RevenuesLessExpensesCY
Total Assets BOY163117419TotalAssetsBOY
Total Assets EOY169810311TotalAssetsEOY
Total Liabilities BOY1481044TotalLiabilitiesBOY
Total Liabilities EOY3151153TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY161636375NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY166659158NetAssetsOrFundBalancesEOY
Mission Descriptionsame as part I, Line 1.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense15731391Expense
DescriptionFinancial 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 54,050 outpatient visits for fiscal year 2010.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense176707Expense
DescriptionCommunity 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. In 2010, 402 volunteers contributed 10,652 hours to the program.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense82410Expense
DescriptionCommunity 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
FieldValueIRS element (for citing)
Total Program Service Expense15990508TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10969NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees14NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Nbr Voting Governing Body Members17NbrVotingGoverningBodyMembers
Number Independent Voting Members16NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1LA ORTHOPAEDIC HOSPITAL FOUNDATION CO LOURDES ABCEDEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2137421037TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12400 south flower stAddressLine1
CityLACity
StateCAState
ZIP Code90007ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (20 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployee
James V Luck Jr MD
CEO & PRESIDENT40.00XX98422393686125253
William RBoyd Jr
TRUSTEE2.00X000
Richard W Cook
TRUSTEE2.00X000
Harold A DavidsonDBACRA
TRUSTEE2.00X000
Edward D Fox Jr
TRUSTEE2.00X000
Walid H GhurabiDOFACEP
TRUSTEE2.00X000
Lawrence B Gotlieb
TRUSTEE2.00X000
Owen H Harper
TRUSTEE2.00X000
Michael RLombardi
TRUSTEE2.00X000
James V Luck Jr
TRUSTEE2.00X000
Meyer Luskin
TRUSTEE2.00X000
Christopher CMartinFAIA
TRUSTEE2.00X000
Phyllis J McCray
TRUSTEE2.00X000
Harold J Meyers
TRUSTEE2.00X000
Mitch M MichinoEsq
TRUSTEE2.00X000
Hilary A Norton
TRUSTEE2.00X000
Corina Villaraigosa
TRUSTEE2.00X000
Richard E Giss
TRUSTEE2.00X000
Lourdes ABCEDE
CFO40.00X80138801386154
Millicent Faris
VICE PRESIDENT FOR ADVANCEMENT40.00208374021702X
FieldValueIRS element (for citing)
Total Reportable Comp From Org386934TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs473824TotalReportableCompFrmRltdOrgs
Total Other Compensation153109TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions3966466AllOtherContributions
Noncash Contributions19489NoncashContributions
Total Contributions3966466TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2658434TotalRevenueColumn
Exclusion$2,658,434ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column6664TotalRevenueColumn
Exclusion$6,664ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities45688719Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities43003627Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2685092Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2685092TotalRevenueColumn
Exclusion$2,685,092ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events23924GrossIncomeFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column23924TotalRevenueColumn
Exclusion$23,924ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column1613TotalRevenueColumn
Exclusion$1,613ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue1613TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column9342193TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$5,375,727ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total15731391Total
Program Services15731391ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total64800Total
Program Services64800ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total386934Total
Management And General174944ManagementAndGeneral
Fundraising211990Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total329040Total
Program Services104521ProgramServices
Fundraising224519Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total29386Total
Program Services7314ProgramServices
Management And General9793ManagementAndGeneral
Fundraising12279Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total195417Total
Program Services33793ProgramServices
Management And General19832ManagementAndGeneral
Fundraising141792Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total55542Total
Program Services8564ProgramServices
Management And General13667ManagementAndGeneral
Fundraising33311Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total10470Total
Management And General10470ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total60000Total
Management And General60000ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total21000Total
Fundraising21000Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total427801Total
Management And General427801ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total80127Total
Program Services5750ProgramServices
Fundraising74377Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total79277Total
Program Services9143ProgramServices
Management And General51830ManagementAndGeneral
Fundraising18304Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1177Total
Management And General1177ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total34445Total
Program Services9540ProgramServices
Management And General24905ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total38943Total
Management And General38943ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total36579Total
Management And General36579ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
purchased Services132776129202895290904
other expenses28707246226245
dues and subscriptions1171531011405
taxes & license91539153

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total17764680Total
Program Services15990508ProgramServices
Management And General919451ManagementAndGeneral
Fundraising854721Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY402991BOY
EOY417107EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY217241BOY
EOY100000EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY8888BOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis764937LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec457127LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY267341BOY
EOY307810EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY150294588BOY
EOY150178453EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY10673262BOY
EOY18406828EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1253108BOY
EOY400113EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY163117419BOY
EOY169810311EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1414878BOY
EOY3084217EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY66166BOY
EOY66936EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1481044BOY
EOY3151153EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY117122907BOY
EOY121882400EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY19922425BOY
EOY19208343EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY24591043BOY
EOY25568415EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY161636375BOY
EOY166659158EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY163117419BOY
EOY169810311EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1ORTHOPAEDIC HOSPITALBusinessNameLine1
FieldValueIRS element (for citing)
EIN951644604EIN
Type Of Organization3TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$15,731,391Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts15731391SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance24591043BeginningOfYearBalance
Contributions378000Contributions
Investment Earnings Or Losses599372InvestmentEarningsOrLosses
End Of Year Balance25568415EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance24486047BeginningOfYearBalance
Investment Earnings Or Losses104996InvestmentEarningsOrLosses
End Of Year Balance24591043EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis126943OtherCostOrOtherBasis
Book Value126943BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis356240OtherCostOrOtherBasis
Depreciation281949Depreciation
Book Value74291BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis281754OtherCostOrOtherBasis
Depreciation175178Depreciation
Book Value106576BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings307810TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionALTERNATIVE INVESTMENTSDescription
Book Value18406828BookValue
Method Of ValuationCMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities18406828TotalOfBookValueSecurities
Total Revenue9342193TotalRevenue
Total Expenses17764680TotalExpenses
Excess Or Deficit For Year-8422487ExcessOrDeficitForYear
Net Unrealized GL On Investments13181980NetUnrealizedGLOnInvestments
Other$263,290OtherAmount
Total Adjustments13445270TotalAdjustments
Excess Or Deficit Per FS5022783ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt6360781TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments13181980NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Other Revenues-16163392OtherRevenues
Revenue Not Rptd F990-2981412RevenueNotRptdF990
Revenue Subtotal9342193RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9909342193TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1601288TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal1601288ExpensesSubtotal
Other Expenses Not Included16163392OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt16163392ExpensesNotRptdOnFinStmt
Total Expenses Per Form99017764680TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part X:Description of Uncertain Tax Positions Under FIN 48:THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT OCTOBER 31, 2010 AND 2009. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2007 AND 2006, 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 : 333322. CRT/Annuities/Perpetual Trusts/Estates: 1050566. Restriced Gifts and Bequests: 466168. Prior year adjustments: -532976. change in unrealized gains/losses on investments: 1289143. investment income - permanently restricted assets: 541366. Released from restricted use: -2884299.
Part XII, Line 2d - Other Adjustments:UTILITIES EXPENSE: -4200. LAOHF SUPPORT: -15731391. INVESTMENT EXPENSE: -427801.
Part XIII, Line 4b - Other Adjustments:UTILITIES EXPENSE: 4200. LAOHF SUPPORT: 15731391. INVESTMENT EXPENSE: 427801.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref Fundraising0AgreementRefFundraising
Licensed StatesCALicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLF TOURNAMENTNameOfEvent1
Gross Receipts Event177651GrossReceiptsEvent1
Charitable Contributions Event165501CharitableContributionsEvent1
Gross Revenue Event112150GrossRevenueEvent1
Other Direct Expenses Event175505OtherDirectExpensesEvent1
Gross Receipts Total77651GrossReceiptsTotal
Charitable Contributions Total65501CharitableContributionsTotal
Gross Revenue Total Events12150GrossRevenueTotalEvents
Other Direct Expenses Total Events75505OtherDirectExpensesTotalEvents
Direct Expense Summary Events75505DirectExpenseSummaryEvents
Net Income Summary-63355NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1ORTHOPAEDIC HOSPITALBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12400 SOUTH FLOWER STREETAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code900072697ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient951644604EINOfRecipient
Amount Of Cash Grant15731391AmountOfCashGrant
Purpose Of GrantSUPPORT TO CARRY OUT ITS MISSION TO PROVIDE MEDICAL CARE TO CHILDREN WITH MUSCULOSKELETAL DISORDERSPurposeOfGrant

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIP GRANTSTypeOfGrant
Number Of Recipients45NumberOfRecipients
Amount Of Cash Grant64800AmountOfCashGrant

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
James V Luck Jr MD
9842239368600000107000365114602102073515288100499630795
Lourdes ABCEDE
801388013800000030773077832158321572001112801
Millicent Faris
2083740000000217020230076000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePart I, Line 4b:ReturnReference
ExplanationJAMES V. LUCK, JR., M.D. $88,705 457(F) PLANExplanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section A, line 2CHRISTOPHER 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 6LAOHF ia a California non profit public benefit membership corporation governed by the Board of Trustees. LAOHF's members are individuals who are responsible for exercising all powers of LAOHF including electing trustees and officers, approving budgets and investment strategies and overseeing all aspects of LAOHF's activities.
Form 990, Part VI, Section A, line 7aThe 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 7bThe 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 B, line 11Form 990 report is completed by an outside aCCOUNTING firm and reviewed by individuals in the following orders: CFO, CEO, SENIOR ADMINISTRATIVE TEAM, Audit committee and the Board of Trustees.
Form 990, Part VI, Section B, line 12cThe 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 15CEO - 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 C, line 19ANY INQUIRY SHOULD BE DIRECTED TO THE CFO OR TO LOS ANGELES ORTHOPAEDIC HOSPITAL FOUNDATION ADMINISTRATIVE OFFICER.
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

FieldValueIRS element (for citing)
Business Name Line1ORTHOPAEDIC HOSPITALBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12400 SOUTH FLOWER STREETAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code900072697ZIPCode
FieldValueIRS element (for citing)
EIN951644604EIN
Primary ActivitiesOUTPATIENT CLINICSPrimaryActivities
Legal Domicile StateCALegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity StatusLine 3PublicCharityStatus
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
ORTHOPAEDIC HOSPITAL
B15731390
ORTHOPAEDIC HOSPITAL
M415265
ORTHOPAEDIC HOSPITAL
N415265
ORTHOPAEDIC HOSPITAL
O415265

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