2026-05-15T16:22:02-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2024-07-01 951644029 ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION ORTH 2137421044 403 WEST ADAMS BLVD LOS ANGELES CA 900072664 ANTHONY SCADUTO MD PRESIDENT & CEO 2137421044 2026-05-12 1 1 LORI ROTHE YOKOBOSKY P01273422 9164429100 2026-05-12 2024 2025-03-06 01:10:19Z LUSKIN ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION ANTHONY SCADUTO MD 403 WEST ADAMS BLVD LOS ANGELES CA 900072664 108817193 0 X WWW.ORTHO-INSTITUTE.ORG X 1918 CA THE MISSION OF ORTHOPAEDIC INSTITUTE FOR CHILDREN 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 ADVANCES CARE WORLDWIDE THROUGH SCIENTIFIC RESEARCH AND MEDICAL EDUCATION. 19 18 0 538 24676 12313 2904955 3363171 596872 267247 9409060 10718264 -442329 -91530 12468558 14257152 11103928 7350207 0 0 1423190 1436849 87873 88483 215234 2082361 1431295 14697352 10306834 -2228794 3950318 236823111 250992230 2765175 3951462 234057936 247040768 X THE MISSION OF ORTHOPAEDIC INSTITUTE FOR CHILDREN 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 ADVANCES CARE WORLDWIDE THROUGH SCIENTIFIC RESEARCH AND MEDICAL EDUCATION. 0 0 8316916 7350207 274531 FINANCIAL SUPPORT - THE ORTHOPAEDIC INSTITUTE FOR CHILDREN 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 ANDSCIENTIFIC RESEARCH. 329368 COMMUNITY SERVICES - THE ORTHOPAEDIC INSTITUTE FOR CHILDREN 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, 538 VOLUNTEERS CONTRIBUTED TO THE PROGRAM FOR FISCAL YEAR 2025. 532391 COMMUNITY OUTHREACH - THE ORTHOPAEDIC INSTITUTE FOR CHILDREN FOUNDATION GRANTS SCHOLARSHIPS TO PATIENTS OF ORTHOPAEDIC HOSPITAL AND TO GRADUATE STUDENTS OF ORTHOPAEDIC HOSPITAL 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. 9178675 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 95 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OR X AARON SHIMIZU 2137421044 403 WEST ADAMS BLVD LOS ANGELES CA 900072664 ANTHONY A SCADUTO MD PRESIDENT & CEO 12.00 38.10 X X 0 990617 24119 BRAD FELD TRUSTEE 2.00 X 0 0 0 CELEN CHAN-ANDREWS TRUSTEE 2.00 X 0 0 0 ELISA RODRIGUEZ TRUSTEE 2.00 X 0 0 0 HAROLD A DAVIDSON DBA CRA TRUSTEE 2.00 X 0 0 0 HILARY NORTON TRUSTEE 2.00 X 0 0 0 IRAN HOPKINS TRUSTEE 1.00 X 0 0 0 JAMES ARNOLD ESQ TRUSTEE 2.00 X 0 0 0 JAMES V LUCK JR MD TRUSTEE 2.00 X 0 0 0 JASON SILLETTI OUTGOING TRUSTEE 1.00 X 0 0 0 JOAN PRESTINE OUTGOING TRUSTEE 1.00 X 0 0 0 KERBANU PUDUMJEE TRUSTEE 2.00 0.10 X 0 0 0 MARK ZYTKO TRUSTEE 2.00 2.00 X 0 0 0 MIKI JORDAN TRUSTEE 2.00 X 0 0 0 NANCY ROSSI TRUSTEE 2.00 X 0 0 0 PHILIP HAN TRUSTEE 2.00 X 0 0 0 RACHEL DAVIS OUTGOING TRUSTEE 1.00 X 0 0 0 RICHARD GISS TRUSTEE 2.00 2.00 X 0 0 0 SARAH JONOVIC TRUSTEE 2.00 X 0 0 0 TONI STEELE TRUSTEE 2.00 X 0 0 0 TROY JENKINS TRUSTEE 2.00 X 0 0 0 WILL WYNPERLE TRUSTEE 2.00 X 0 0 0 AARON SHIMIZU VP/CHIEF FINANCIAL OFFICER 9.00 28.60 X 0 162451 7673 MICHAEL SULLIVAN VP/CHIEF PHILANTHROPY OFFICER 40.00 8.00 X 0 493899 56163 0 1646967 87955 0 0 1 0 LEGENDS SPORTS LLC 1001 SOUTH STADIUM DRIVE INGLEWOOD CA 90301 EVENT PLANNER/CONSULTANT 287512 TOWN & COUNTRY EVENT RENTALS INC 7725 AIRPORT BUSINESS PARK WAY VAN NUYS CA 91406 EVENT RENTAL 173802 WILLIAM BUTCHKAVITZ PO BOX 862229 LOS ANGELES CA 90086 CONSULTANT 161208 JACK NADEL INTERNATIONAL PO BOX 8342 PASADENA CA 91109 MERCHANDISE 132748 CANTERBURY CONSULTING INC 610 NEWPORT CENTER DRIVE STE 500 NEWPORT BEACH CA 92660 CONSULTANT 100882 5 257020 3106151 113823 3363171 ASSETS RELEASED FROM RESTRICTIONS 900099 267247 267247 267247 3713441 24676 3688765 101426000 94421177 7004823 7004823 7004823 40050 257020 138864 -98814 -98814 MISC. REVENUE 900099 7284 7284 7284 14257152 274531 24676 10594774 7350207 7350207 1204841 744839 392997 67005 66344 41014 21640 3690 93545 57830 30513 5202 72119 44584 23524 4011 123600 75808 36293 11499 53750 32967 15783 5000 88483 88483 289367 289367 371415 282785 67545 21085 141081 130968 7827 2286 24329 22878 1123 328 2257 1384 663 210 16439 11354 5085 5280 2363 1926 991 SUPPLIES 148417 139565 6851 2001 COMMUNITY OUTREACH 72850 68505 3363 982 TAXES AND LICENSES 20023 18829 924 270 DUES AND SUBSCRIPTIONS 19293 18142 891 260 143194 134653 6610 1931 10306834 9178675 912925 215234 196796 732429 10195920 8302454 19807 181472 168027 138167 46299 29860 166677669 171456443 36483083 37943386 23203537 32346186 236823111 250992230 680998 561940 33005 33005 2051172 3356517 2765175 3951462 X 169344066 180181133 64713870 66859635 234057936 247040768 236823111 250992230 X 3950318 10579672 -1547158 X 0 1 X 1 0 X X 1 ORTHOPAEDIC HOSPITAL 951644604 3 1 7350207 0 1 7350207 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43678530 456231 629239 44764000 42769785 166173 1632254 889682 43678530 31234785 12637000 -266000 836000 42769785 37100785 -5053000 813000 31234785 30019785 7982000 901000 37100785 1.00000 1 0 168027 138167 29860 29860 ALTERNATIVE INVESTMENTS 18392979 C CORE BOND FUND 19550407 C 37943386 OTHER ASSETS 288898 DUE FROM RELATED ORGANIZATIONS 32057288 32346186 DUE TO RELATED ORGANIZATIONS 3356517 3356517 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PROGRAM RELATED PURPOSES. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEARS 2022 AND 2021, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. X 0 S NEVART HAMAMJIAN 55 SOUTH STREET NO5 NORTHHAMPTON MA 01060 CONSULTING/ GRANT WRITER 0 511472 88483 422989 511472 88483 422989 CA SWING FOR KIDS GOLF 2024 297070 257020 40050 33789 42568 44381 1150 16976 297070 257020 40050 33789 42568 44381 1150 16976 138864 -98814 1 ORTHOPAEDIC HOSPITAL 403 WEST ADAMS BLVD LOS ANGELES CA 900072664 951644604 501(C)(3) 7350207 0 TO SUPPORT THE ORGANIZATION'S MISSION. 1 PART I, LINE 2: CONTRIBUTION WAS MADE TO RELATED ORGANIZATION, THEREFORE, THE BOARD IS ABLE TO MONITOR USE OF FUNDS. 0 0 0 0 0 0 0 0 0 ANTHONY A SCADUTO MD PRESIDENT & CEO 0 889942 0 0 0 100675 0 20700 0 3419 0 1014736 0 0 MICHAEL SULLIVAN VP/CHIEF PHILANTHROPY OFFICER 0 419106 0 30000 0 44793 0 20700 0 35463 0 550062 0 0 AARON SHIMIZU VP/CHIEF FINANCIAL OFFICER 0 112251 0 50000 0 200 0 0 0 7673 0 170124 0 0 PART I, LINE 3 RELATED ORGANIZATION COMPENSATION: 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. X 1 5159 AVG DAILY VALUE X TOYS 205 103577 FMV X ITEMS FOR GOLF RAFFLE & AUCTION 5 5087 FMV 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 ORTHOPAEDIC HOSPITAL, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION EXEMPT UNDER SECTION 501(C)(3) OF THE CODE, HAS THE NOMINATING AND GOVERNANCE COMMITTEE, A JOINT COMMITTEE OF THE BOARD OF DIRECTORS AND BOARD OF TRUSTEES, WITH THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY. CANDIDATES ARE PROPOSED VIA THE GOVERNANCE COMMITTEE AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS THE NOMINATING AND GOVERNANCE COMMITTEE, A JOINT COMMITTEE OF THE BOARD OF DIRECTORS AND BOARD OF TRUSTEES, WITH THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY. CANDIDATES ARE PROPOSED VIA THE GOVERNANCE COMMITTEE AND APPROVAL BY THE BOARD OF DIRECTORS. 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 THE 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: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 1,339,000. NET ASSETS RELEASED FROM RESTRICTIONS - OPERATIONS -1,911,000. NET ASSETS RELEASED FROM RESTRICTIONS - TIME EXPIRATION -156,000. OTHER CHANGES IN NET ASSETS -105,158. CAPITAL EXPENDITURE -714,000. ORTHOPAEDIC HOSPITAL 403 WEST ADAMS BLVD LOS ANGELES CA 90007 951644604 OUTPATIENT CA 501(C)(3) LINE 3 N/A 0 OIC HOLDING CORP 403 WEST ADAMS BLVD LOS ANGELES CA 90007 820778259 SUPPORT CHARITABLE PURPOSES OF ORTHOPAEDIC HOSPITAL CA 501(C)(3) LINE 12A, I ORTHOPAEDIC HOSPITAL 0 ORTHOPAEDIC INSTITUTE FOR CHILDREN AMBULATORY SURGERY CTR LLC 403 W ADAMS LOS ANGELES CA 90007 812159060 AMBULATORY SURGERY CENTER CA N/A 0 0 ORTHOPAEDIC HOSPITAL MEDICAL GROUP INC 403 W ADAMS LOS ANGELES CA 90007 954595086 MEDICAL CARE CA N/A C 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0