2023-05-15T11:39:03-05:00 2022-06-30 221478099 COHNREZNICK LLP 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2021-07-01 951644604 ORTHOPAEDIC HOSPITAL ORTH 2137421044 403 WEST ADAMS BLVD LOS ANGELES CA 900072664 ANTHONY SCADUTO MD PRESIDENT & CEO 2137421044 2023-05-15 1 ANTHONY SCADUTO MD 999009999 LISA M CUMMINGS CPA P00043433 9164429100 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ORTHOPAEDIC INSTITUTE FOR CHILDREN ANTHONY SCADUTO MD 403 WEST ADAMS BLVD LOS ANGELES CA 900072664 60732466 0 X WWW.ORTHO-INSTITUTE.ORG X 1923 CA 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. 10 8 224 9 0 0 2913747 2000000 56184403 58711803 8217535 1013338 -531826 -992675 66783859 60732466 0 0 0 0 10051731 11565115 0 0 1243152 58686754 58345931 68738485 69911046 -1954626 -9178580 321251598 305462417 27781156 24274662 293470442 281187755 X 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. 0 0 59534773 56549137 CLINICAL SERVICES - ORTHOPAEDIC HOSPITAL PROVIDES A WIDE RANGE OF PREVENTIVE, RESTORATIVE, AND REHABILITATIVE HEALTH CARE SERVICES DESIGNED FOR PATIENTS WITH MUSCULOSKELETAL DISORDERS OR HEMOPHILIA. 3107754 995257 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 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. 541073 174734 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). 63183600 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 1 89 0 1 224 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X DIEMLAN TONNU 2137421044 403 WEST ADAMS BLVD LOS ANGELES CA 900072664 ANTHONY SCADUTO MD PRESIDENT & CEO 38.00 12.00 X X 789379 0 3132 CINDY STARRETT ESQ DIRECTOR (OUTGOING) 2.00 1.00 X 0 0 0 EDWARD D FOX JR DIRECTOR 2.00 2.00 X 0 0 0 HILARY A NORTON DIRECTOR 2.00 1.00 X 0 0 0 JASON SILLETTI DIRECTOR 2.00 1.00 X 0 0 0 JOEL M BERNSTEIN ESQ DIRECTOR 2.00 1.00 X 0 0 0 MICHAEL DAL BELLO DIRECTOR 2.00 2.00 X 0 0 0 NICHOLAS BERNTHAL DIRECTOR 10.00 X X 283540 0 0 PEVERLEY J HUKILL PHD DIRECTOR 2.00 2.00 X 0 0 0 RICHARD E GISS DIRECTOR 2.00 2.00 X 0 0 0 STEVEN T VALENTINE DIRECTOR 2.00 1.00 X 0 0 0 DIEMLAN LANNIE TONNU VICE PRESIDENT & CFO 30.00 10.00 X 395534 0 39926 JAMIE WELLS RN CHIEF ADMINISTRATIVE OFFICER 50.00 X 255691 0 34726 MAURICIO SILVA MEDICAL DIRECTOR 50.00 X 639819 0 0 MICHAEL SULLIVAN CHIEF PHILANTHROPY OFFICER 8.00 40.00 X 408800 0 26061 DORIS QUON MEDICAL DIRECTOR HTC 40.00 X 204429 0 10686 JENNIFER BECK PROFESSOR PHYSICIAN 40.00 X 544989 0 10495 RACHEL THOMPSON PROFESSOR PHYSICIAN 40.00 X 532224 0 10495 RICHARD BOWEN PROFESSOR PHYSICIAN 40.00 X 599187 0 29061 VICTORIA KANG PHYSICIAN 40.00 X 258021 0 20183 4911613 0 184765 40 0 1 0 MCDERMOTT WILL & EMERY LLP PO BOX 1675 CAROL STREAM IL 601321675 LEGAL SERVICES 3941642 COHNREZNICK LLP 1900 AVENUE OF THE STARS 28TH FLOO LOS ANGELES CA 90067 FINANCIAL SERVICES 144508 MCKELLOP HARRY PHD 107 REED RANCH ROAD TIBURON CA 94920 PHYSICIAN SERVICES 121262 SIMON DESIGN 24 SHADE TREE IRVINE CA 92603 MARKETING CONSULTANT/SERVICES 111181 CR&A CUSTOM INC 312 WEST PICO BLVD LOS ANGELES CA 90015 MARKETING CONSULTANT/SERVICES 100893 5 2000000 2000000 OUTPATIENT CLINICS 621400 53622038 53622038 RENTS - INTERCOMPANY 531390 2433217 2433217 UCLA - ALLIANCE REVENUE 900099 1000000 1000000 RESEARCH PROJECTS 541700 942668 942668 ASSETS RELEASED FROM RESTRICTIONS 900099 713880 713880 58711803 1013338 1013338 PURCHASE DISCOUNTS 900099 694777 694777 OTHER REVENUE 900099 540852 540852 PARKING REVENUE 812930 52706 52706 -2281010 -2281010 -992675 60732466 57719128 0 1013338 3024523 1997726 835476 191321 6727073 4443295 1858247 425531 291385 192463 80490 18432 898884 593721 248302 56861 623250 411662 172163 39425 1645653 1024929 484812 135912 81515 50769 24014 6732 118155 118155 4725241 3925590 612384 187267 536539 495993 28273 12273 740190 684311 38946 16933 111212 102816 5852 2544 3614 2387 998 229 387175 288543 98632 2510245 1896232 601290 12723 581114 260500 211710 108904 PLASMA CONCENTRATE 44679486 44679486 OTHER MEDICAL SUPPLIES 998992 998992 OTHER DIRECT EXPENSES 619936 573135 32619 14182 REPAIRS AND MAINTENANCE 384705 355662 20242 8801 222159 205388 11689 5082 69911046 63183600 5484294 1243152 2066661 1284580 5712181 3296416 17129650 17129650 2495309 2286043 346956 776425 45031363 17216236 29023593 27815127 50101134 36809063 214376114 216065113 321251598 305462417 10708207 12514085 129509 122681 11000000 8600000 2000000 3943440 3037896 27781156 24274662 X 115720511 103437824 177749931 177749931 293470442 281187755 321251598 305462417 X -9178580 -5385117 2281010 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35555553 9308932 26246621 9099627 7907304 1192323 376183 376183 27815127 DUE FROM RELATED ORGANIZATIONS 21474615 INTEREST IN NET ASSETS - LAOHF 177749931 PREPAID RENT 16518934 OTHER ASSETS 199549 AWUIL - CURRENT TTEE HELD FUND 9128 INTEREST RECEIVABLE 112956 216065113 OTHER LIABILITIES - NON-CURRENT 1580177 EST LIAB. - SELF INSURED W/COM 635371 INTEREST PAYABLE 45365 DUE TO RELATED ORGANIZATIONS 776983 3037896 X PART X, LINE 2: THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2022 AND 2021. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEARS 2019 AND 2018, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. X X 0 0 0 0 0 0 0 1 0 ANTHONY SCADUTO MD PRESIDENT & CEO 756366 0 0 0 33013 0 0 0 3132 0 792511 0 0 0 MAURICIO SILVA MEDICAL DIRECTOR 547600 0 25000 0 67219 0 0 0 0 0 639819 0 0 0 RICHARD BOWEN PROFESSOR PHYSICIAN 530850 0 20000 0 48337 0 0 0 29061 0 628248 0 0 0 JENNIFER BECK PROFESSOR PHYSICIAN 485519 0 20000 0 39470 0 0 0 10495 0 555484 0 0 0 RACHEL THOMPSON PROFESSOR PHYSICIAN 471413 0 25000 0 35811 0 0 0 10495 0 542719 0 0 0 DIEMLAN LANNIE TONNU VICE PRESIDENT & CFO 349471 0 37610 0 8453 0 0 0 39926 0 435460 0 0 0 MICHAEL SULLIVAN CHIEF PHILANTHROPY OFFICER 358436 0 20000 0 30364 0 0 0 26061 0 434861 0 0 0 JAMIE WELLS RN CHIEF ADMINISTRATIVE OFFICER 214590 0 20000 0 21101 0 0 0 34726 0 290417 0 0 0 NICHOLAS BERNTHAL DIRECTOR 283000 0 0 0 540 0 0 0 0 0 283540 0 0 0 VICTORIA KANG PHYSICIAN 247540 0 10000 0 481 0 0 0 20183 0 278204 0 0 0 DORIS QUON MEDICAL DIRECTOR HTC 202620 0 0 0 1809 0 0 0 10686 0 215115 0 0 0 PART I, LINE 7 INCLUDED IN SCHEDULE J, COLUMN B(II) ARE AMOUNTS REPRESENTING BONUSES. ORTHOPAEDIC HOSPITAL HAS A BONUS PROGRAM FOR KEY EMPLOYEES AND PHYSICIANS, WHICH HAS BEEN APPROVED BY THE BOARD. THE ANNUAL DISTRIBUTION AMOUNTS ARE DETERMINED BY THE CHIEF EXECUTIVE OFFICER BASED ON PERFORMANCE AND PRODUCTIVITY ACHIEVEMENTS. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 2012-06-22 37025000 REFUNDING ISSUE FOR JULY 2000 BOND 1 0 0 A 40125000 37025000 3788425 325579 40813425 354484 1 0 1 1 A 0 0 0 0 0 0 0 A 1 0 0 0 0 1 A 0 JOEL BERNSTEIN VICE CHAIR 1494649 SEE PART V 0 PART IV DESCRIPTION OF TRANSACTION JOEL BERNSTEIN, VICE CHAIRMAN OF ORTHOPAEDIC HOSPITAL, IS A RETIRED PARTNER WITH THE FIRM OF MCDERMOTT WILL & EMERY LLP. OTHOPAEDIC HOSPITAL ENGAGED THIS FIRM FOR LEGAL SERVICES DURING FISCAL YEAR 2021-2022. ALL SERVICES WERE NEGOTIATED AT ARMS-LENGTH. FORM 990, PART IV, LINE 20A: LINE 20A IS CHECKED "NO" BECAUSE ORTHOPAEDIC INSTITUTE FOR CHILDREN (OPERATED BY ORTHOPAEDIC HOSPITAL) IS A CLINIC LICENSED UNDER SECTION 1204 OF THE CALIFORNIA HEALTH AND SAFETY CODE AND NOT A HEALTH FACILITY SUBJECT TO THE PROVISIONS OF 1250. FORM 990, PART VI, SECTION B, LINE 11B 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 AUDIT COMMITTEE BEFORE FINALIZING. THE 990 WILL ALSO BE MADE AVAILABLE FOR BOARD REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNANCE COMMITTEE OF THE ORTHOPAEDIC HOSPITAL'S BOARD OF DIRECTORS AND THE ORTHOPAEDIC INSTITUTE FOR CHILDREN 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. FOR ANY POTENTIAL CONFLICT, THE BOARD, WITH THE ABSTENTION OF THE INTERESTED DIRECTOR, MAY DECIDE WHETHER SUCH DIRECTOR MAY PARTICIPATE IN ANY REPORTING, DISCUSSION, OR VOTE ON THE ISSUE THAT GAVE RISE TO THE POTENTIAL CONFLICT. A MAJORITY OF A QUORUM OF DISINTERESTED DIRECTORS MUST APPROVE OR RATIFY THE TRANSACTION, CONTRACT, OR OTHER MATTER GIVING RISE TO THE ISSUE. THE INTERESTED DIRECTOR MAY BE COUNTED IN DETERMINING WHETHER A QUORUM EXISTS EVEN THOUGH HE OR SHE CANNOT VOTE ON THE ISSUE. ANY DIRECTOR WITH AN INTEREST, RELATIONSHIP, OR RESPONSIBILITY THAT CONFLICTS WITH THE INTEREST OF THE ORGANIZATION SHALL RECUSE HIMSELF OR HERSELF FROM ANY REPORTING, DISCUSSIONS, AND VOTE ON THE ISSUE THAT GIVES RISE TO THE CONFLICT AND, PREFERABLY, FROM THE BOARD OR COMMITTEE MEETING OR APPLICABLE PORTION OF SUCH MEETING. FORM 990, PART VI, SECTION B, LINE 15 OFFICER POSITIONS ARE REVIEWED AND DOCUMENTED BY THE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY. KEY PHYSICIAN POSITION COMPENSATION IS DETERMINED BY THE CEO USING THE MEDICAL GROUP ASSOCIATION SALARY SURVEY AS GUIDELINES. FOR 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 BENCHMARKING TOOLS TO COMPARE SALARIES AGAINST THE MARKET. FORM 990, PART VI, SECTION C, LINE 19 ANY INQUIRIES REGARDING THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS SHOULD BE DIRECTED TO THE CFO OR TO AN ORTHOPAEDIC HOSPITAL OFFICER. FORM 990, PART XI, LINE 9: K-1 ORTHOPAEDIC INSTITUTE FOR CHILDREN AMBULATORY SURGERY CENTER, LLC 2,281,010. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESSES FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PREVIOUS YEAR. 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