2011-09-12T17:42:03-05:00 2010-10-31 JH COHN LLP 11755 WILSHIRE BLVD STE 1700 LOS ANGELES CA 90025 990 2009-11-01 951644029 Los Angeles Orthopaedic Hospital Foundation LOSA 2137421037 2400 S Flower Street los angeles CA 900072697 LOURDES ABCEDE 2137421037 2011-09-12 1 Stephen M Day 3104773722 2009 2016-03-07 17:11:31Z JAMES V LUCK JR MD 2400 S FLOWER ST LOS ANGELES CA 900072697 52345820 0 X orthohospital.org X 1918 CA 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. 17 16 14 402 0 0 3626448 3966466 0 -9449985 5343526 -57100 32201 -5880637 9342193 10830219 15796191 0 1638765 996319 21000 854721 1319369 951170 13788353 17764680 -19668990 -8422487 163117419 169810311 1481044 3151153 161636375 166659158 same as part I, Line 1. 0 0 15731391 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 54,050 outpatient visits for fiscal year 2010. 176707 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. In 2010, 402 volunteers contributed 10,652 hours to the program. 82410 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. 15990508 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 14 1 0 0 CJ 0 0 0 1 1 0 0 0 0 0 0 0 0 17 16 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LA ORTHOPAEDIC HOSPITAL FOUNDATION CO LOURDES ABCEDE 2137421037 2400 south flower st LA CA 90007 James V Luck Jr MD 40.00 X X 98422 393686 125253 William RBoyd Jr 2.00 X 0 0 0 Richard W Cook 2.00 X 0 0 0 Harold A DavidsonDBACRA 2.00 X 0 0 0 Edward D Fox Jr 2.00 X 0 0 0 Walid H GhurabiDOFACEP 2.00 X 0 0 0 Lawrence B Gotlieb 2.00 X 0 0 0 Owen H Harper 2.00 X 0 0 0 Michael RLombardi 2.00 X 0 0 0 James V Luck Jr 2.00 X 0 0 0 Meyer Luskin 2.00 X 0 0 0 Christopher CMartinFAIA 2.00 X 0 0 0 Phyllis J McCray 2.00 X 0 0 0 Harold J Meyers 2.00 X 0 0 0 Mitch M MichinoEsq 2.00 X 0 0 0 Hilary A Norton 2.00 X 0 0 0 Corina Villaraigosa 2.00 X 0 0 0 Richard E Giss 2.00 X 0 0 0 Lourdes ABCEDE 40.00 X 80138 80138 6154 Millicent Faris 40.00 X 208374 0 21702 386934 473824 153109 1 0 1 0 0 3966466 19489 3966466 2658434 2658434 6664 6664 45688719 43003627 2685092 2685092 2685092 23924 23924 23924 OTHER INCOME 900099 1613 1613 1613 9342193 0 0 5375727 15731391 15731391 64800 64800 386934 174944 211990 329040 104521 224519 29386 7314 9793 12279 195417 33793 19832 141792 55542 8564 13667 33311 10470 10470 60000 60000 21000 21000 427801 427801 80127 5750 74377 79277 9143 51830 18304 1177 1177 34445 9540 24905 38943 38943 36579 36579 purchased Services 132776 12920 28952 90904 other expenses 28707 2462 26245 dues and subscriptions 11715 310 11405 taxes & license 9153 9153 17764680 15990508 919451 854721 402991 417107 217241 100000 8888 764937 457127 267341 307810 150294588 150178453 10673262 18406828 1253108 400113 163117419 169810311 1414878 3084217 66166 66936 1481044 3151153 X 117122907 121882400 19922425 19208343 24591043 25568415 161636375 166659158 163117419 169810311 X 0 1 1 X 0 X X X 0 0 0 ORTHOPAEDIC HOSPITAL 951644604 3 1 1 1 15731391 1 15731391 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24591043 378000 599372 25568415 24486047 104996 24591043 1.00000 0 0 126943 126943 356240 281949 74291 281754 175178 106576 307810 ALTERNATIVE INVESTMENTS 18406828 C 18406828 9342193 17764680 -8422487 13181980 263290 13445270 5022783 6360781 13181980 0 -16163392 -2981412 9342193 0 9342193 1601288 0 1601288 16163392 16163392 17764680 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. X X X X X X 0 CA GOLF TOURNAMENT 77651 65501 12150 75505 77651 65501 12150 75505 75505 -63355 0 ORTHOPAEDIC HOSPITAL 2400 SOUTH FLOWER STREET LOS ANGELES CA 900072697 951644604 15731391 SUPPORT TO CARRY OUT ITS MISSION TO PROVIDE MEDICAL CARE TO CHILDREN WITH MUSCULOSKELETAL DISORDERS SCHOLARSHIP GRANTS 45 64800 X X X X X X 0 1 0 0 0 0 0 0 0 James V Luck Jr MD 98422 393686 0 0 0 0 0 107000 3651 14602 102073 515288 100499 630795 Lourdes ABCEDE 80138 80138 0 0 0 0 0 0 3077 3077 83215 83215 72001 112801 Millicent Faris 208374 0 0 0 0 0 0 0 21702 0 230076 0 0 0 Part I, Line 4b: JAMES V. LUCK, JR., M.D. $88,705 457(F) PLAN Form 990, Part VI, Section A, line 2 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 6 LAOHF 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 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 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 B, line 11 Form 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 12c 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 15 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 C, line 19 ANY 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 ORTHOPAEDIC HOSPITAL 2400 SOUTH FLOWER STREET LOS ANGELES CA 900072697 951644604 OUTPATIENT CLINICS CA 501(c)(3) Line 3 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 ORTHOPAEDIC HOSPITAL B 15731390 ORTHOPAEDIC HOSPITAL M 415265 ORTHOPAEDIC HOSPITAL N 415265 ORTHOPAEDIC HOSPITAL O 415265