STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CITY OF HOPE NATIONAL MEDICAL CENTER: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CITY OF HOPE NATIONAL MEDICAL CENTER (EIN 95-1683875)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-08-13
IRS object ID
202402269349301615
Schema version
2022v5.0
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)
Return2024-08-13T11:03:25+00:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118101 VON KARMAN AVENUEAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951683875EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPE NATIONAL MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCITYBusinessNameControlTxt
Phone6262564673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarcel van den BrinkPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2024-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKara AdamsPreparerPersonNm
PTINP00023315PTIN
Phone9497942300PhoneNum
Preparation2024-07-31PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Marcel van den BrinkBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,045,415,942GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttps://www.cityofhope.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1948FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE COMPASSIONATE MEDICAL CARE TO PEOPLE WITH CANCER AND OTHER LIFE-THREATENING DISEASES AND TO SUPPORT RESEARCH THAT MAY BRING INNOVATIVE TREATMENTS TO PATIENTS.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee7473TotalEmployeeCnt
Total Volunteers289TotalVolunteersCnt
Total Gross UBI$91,336TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$38,007,967PYContributionsGrantsAmt
CY Contributions Grants$54,642,302CYContributionsGrantsAmt
PY Program Service Revenue$1,911,563,345PYProgramServiceRevenueAmt
CY Program Service Revenue$2,442,682,957CYProgramServiceRevenueAmt
PY Investment Income$28,316,101PYInvestmentIncomeAmt
CY Investment Income$32,726,726CYInvestmentIncomeAmt
PY Other Revenue$10,337,054PYOtherRevenueAmt
CY Other Revenue$5,032,771CYOtherRevenueAmt
PY Total Revenue$1,988,224,467PYTotalRevenueAmt
CY Total Revenue$2,535,084,756CYTotalRevenueAmt
PY Grants And Similar Paid$9,260,446PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,241,071CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$762,593,100PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$862,932,233CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,262,029,562PYOtherExpensesAmt
CY Other Expenses$1,520,785,094CYOtherExpensesAmt
PY Total Expenses$2,033,883,108PYTotalExpensesAmt
CY Total Expenses$2,391,958,398CYTotalExpensesAmt
PY Revenues Less Expenses-$45,658,641PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$143,126,358CYRevenuesLessExpensesAmt
Total Assets BOY$3,534,752,675TotalAssetsBOYAmt
Total Assets EOY$4,391,784,049TotalAssetsEOYAmt
Total Liabilities BOY$2,849,169,319TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,524,274,416TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$685,583,356NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$867,509,633NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE CARE AND TREATMENT TO PERSONS AFFECTED BY LIFE-THREATENING DISEASES SUCH AS CANCER, AND TO PROVIDE SCIENTIFIC INVESTIGATION AND RESEARCH OF THESE DISEASES. Please see Schedule O for a continuation of our mission.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,742,966,205ExpenseAmt
Grant$8,053,951GrantAmt
Revenue$2,357,724,866RevenueAmt
DescPATIENT CARE: THE MEDICAL CENTER PROVIDES ACUTE-CARE MEDICAL SERVICES FOR PATIENTS BEING TREATED FOR SOME FORM OF CANCER, INCLUDING LEUKEMIA AND LYMPHOMA, COLORECTAL, PROSTATE, GYNECOLOGIC AND BREAST CANCERS. ALL PATIENTS TREATED AT THE MEDICAL CENTER BENEFIT FROM THE LATEST TECHNOLOGIES INCLUDING THOSE DERIVED FROM TRANSLATIONAL MEDICINE, ACHIEVED BY COLLABORATION BETWEEN MEMBERS OF THE PATIENT CARE TEAMS AND THE SCIENTIFIC AND BENCH RESEARCH ACTIVITIES PERFORMED THROUGHOUT THE ORGANIZATION. SINCE 1976, MORE THAN 19,000 HEMATOPOIETIC (BLOOD) CELL TRANSPLANTATION PROCEDURES HAVE BEEN PERFORMED AT THE MEDICAL CENTER TO FIGHT LEUKEMIA, LYMPHOMA, MYELOMA AND OTHER CANCERS. TODAY, THE MEDICAL CENTER'S CLINICIANS ARE FURTHERING DEVELOPMENT OF STEM CELL TRANSPLANTATION TO TREAT AUTOIMMUNE DISEASES. AS A PIONEER IN ROBOTIC SURGERY FOR RECTAL AND PROSTATE CANCER, AND AN EMERGING LEADER IN ROBOTIC SURGERY FOR HEAD AND NECK CANCERS, THE MEDICAL CENTER IS A NATIONALLY RECOGNIZED LEADER IN THE FIELD OF MINIMALLY INVASIVE SURGERY. PHYSICIANS AT THE MEDICAL CENTER HAVE ALSO BROKEN NEW GROUND IN EMPLOYING TARGETED RADIATION TREATMENT TECHNIQUES THAT DELIVER DOSES DIRECTLY TO DISEASED TISSUE, MAXIMIZING CANCER-KILLING TREATMENTS WHILE POTENTIALLY MINIMIZING DAMAGE TO PATIENTS' HEALTHY TISSUE. THE SHERI & LES BILLER PATIENT AND FAMILY RESOURCE CENTER SERVES AS THE INFORMATION HUB ABOUT OUR COMPREHENSIVE ASSISTANCE FOR PATIENTS AND FAMILIES, OFFERING PATIENT EDUCATION, SUPPORT GROUPS, SOCIAL WORK RESOURCES, MIND-BODY THERAPIES AND PATIENT NAVIGATORS TO ASSIST PEOPLE THROUGH DIAGNOSIS, TREATMENT AND RECOVERY. ITS HEALTHCARE PROFESSIONALS, INCLUDING PSYCHOLOGISTS, PSYCHIATRISTS AND PALLIATIVE CARE PHYSICIANS, PARTNER WITH PATIENTS AND FAMILIES TO ALLEVIATE PAIN AND DISTRESS RELATED TO DISEASE AND TREATMENT. THE MEDICAL CENTER PROVIDES FOR SERVICES THROUGH CHARITY CARE ASSISTANCE FOR PATIENTS MEETING CERTAIN FINANCIAL ELIGIBILITY AND CLINICAL CRITERIA AND TO PERSONS WITHOUT INSURANCE OR WHO ARE UNDER-INSURED. THE MEDICAL CENTER ALSO SUBSIDIZES CARE FOR PATIENTS COVERED BY MEDI-CAL AND MEDICARE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$242,930,083ExpenseAmt
Grant$0GrantAmt
Revenue$84,125,896RevenueAmt
DescRESEARCH: THE MEDICAL CENTER FUNDS A VARIETY OF CLINICAL AND LABORATORY RESEARCH ACTIVITIES FOCUSED ON FINDING CURES AND TREATMENTS FOR CANCER AND OTHER LIFE-THREATENING DISEASES FOR WHICH GRANT AND EXTRAMURAL FUNDING IS NOT AVAILABLE. COUPLED WITH THE BECKMAN RESEARCH INSTITUTE, THE MEDICAL CENTER HAS A LONG HISTORY OF SIGNIFICANT RESEARCH CONTRIBUTIONS IN CANCER TREATMENT THERAPIES, DIABETES AND OTHER DISEASES. THE MEDICAL CENTER CONDUCTS MORE THAN 800 CLINICAL TRIALS ANNUALLY, ENROLLING NEARLY 1 IN 4 PATIENTS. MANY OF THESE TRIALS PROVIDE PATIENTS WITH ACCESS TO THE NEWEST TREATMENT APPROACHES, WHICH HELPS DEVELOP THE STANDARD TREATMENTS OF TOMORROW. FOR INSTANCE, THE MEDICAL CENTER WAS THE FIRST INSTITUTION IN THE WORLD TO PERFORM A CLINICAL STUDY USING NEURAL STEM CELLS TO TARGET GLIOMA, A DEADLY FORM OF BRAIN CANCER. THE MEDICAL CENTER HAS BEEN DESIGNATED A NATIONAL CENTER FOR ISLET CELL TRANSPLANTATION. THE MEDICAL CENTER IS ALSO MAKING MAJOR CONTRIBUTIONS TO THE STUDY OF HIV/AIDS THROUGH RESEARCH INTO HOW TO STOP THE VIRUS' INFECTION OF CELLS. THE MEDICAL CENTER PROVIDES INSTITUTIONALLY FUNDED RESEARCH GRANTS TO DEVELOP NOVEL IDEAS THAT HAVE NOT YET REACHED A MATURITY LEVEL NECESSARY TO SECURE EXTRAMURAL FUNDING. MEDICAL CENTER FACULTY AND STAFF SERVE AS CONTRIBUTORY MEMBERS FOR NATIONAL POLICY AND REGULATORY ORGANIZATIONS AND ADVISORY COMMITTEES. THEY ALSO PROVIDE THEIR EXPERTISE TO REVIEW GRANT APPLICATIONS FOR STATE AND FEDERAL AGENCIES AND SERVE AS MEMBERS OF EDITORIAL BOARDS FOR PROFESSIONAL PUBLICATIONS. THE MEDICAL CENTER'S DEPARTMENT OF POPULATION SCIENCES ALSO REACHES OUT AND SEEKS TO REDUCE THE BURDEN OF CANCER ACROSS ALL POPULATIONS THROUGH COLLABORATIVE PROGRAMS IN CARE, RESEARCH AND EDUCATION. SEEKING TO UNDERSTAND THE CAUSES AND RISKS OF CANCER AND DISPARITIES IN CANCER OUTCOMES IN VARIOUS POPULATIONS, POPULATION SCIENCE PERSONNEL EXAMINE AND INVESTIGATE GENETIC MARKERS LINKED TO CANCER RISK, SEEKING TO IMPROVE THE QUALITY OF LIFE FOR CANCER SURVIVORS. THROUGH THE CENTER FOR CANCER SURVIVORSHIP, SPECIALIZED, LONG-TERM FOLLOW-UP CARE IS PROVIDED FOR CANCER SURVIVORS, AND ITS CRITICAL RESEARCH IS SHARED WITH OTHER INSTITUTIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$37,128,843ExpenseAmt
Grant$187,120GrantAmt
Revenue$832,195RevenueAmt
DescPUBLIC INFORMATION AND EDUCATION: THE MEDICAL CENTER IS COMMITTED TO SERVING THE COMMUNITY THROUGH EDUCATION AND SUPPORT SERVICES TO INFORM AND EDUCATE THE PUBLIC THROUGH CANCER AWARENESS PROGRAMS, HEALTH EVENTS AND EDUCATIONAL FORUMS FOR COMMUNITY GROUPS AND BUSINESSES. EDUCATION AND PROFESSIONAL DEVELOPMENT ARE IMPORTANT PROGRAMS AT THE MEDICAL CENTER. THROUGH ROBUST RESIDENCY AND FELLOWSHIP PROGRAMS, THE MEDICAL CENTER PROVIDES CONSIDERABLE TRAINING AND CONTINUING EDUCATION FOR PHYSICIANS, NURSES AND HEALTH PROFESSIONALS EMPLOYED BY THE MEDICAL CENTER. IN MANY INSTANCES THESE SAME PROGRAMS AND TRAINING ARE EXTENDED TO MEDICAL PROFESSIONALS NOT DIRECTLY AFFILIATED WITH THE MEDICAL CENTER.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,023,025,131TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document517IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7473EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Yvette TremontiBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6262564673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MORGAN CHU Esq
Director & Chair of the Board2.013.0Yes (X)Yes (X)$0$0$0
ADRIENNE WHITE-FAINES
Director2.04.0Yes (X)$0$0$0
Alex Herrera MD
Director2.00Yes (X)$0$0$0
Anna Pawlowska MD
Director - Beg. 10/28/222.00Yes (X)$0$0$0
CLARKE ANDERSON MD
Director2.00Yes (X)$0$0$0
EDDY HARTENSTEIN
Director2.00Yes (X)$0$0$0
SHERI BILLER
Director2.00Yes (X)$0$0$0
STEVEN B FINK
Director2.012.0Yes (X)$0$0$0
Tanya Dorff MD
Director2.00Yes (X)$0$0$0
CRISTIN O'CALLAHAN
Corp. Secretary & General Counsel12.052.0Yes (X)$198,068$792,272$190,870
DONALD J MATTHEWSON
Asst. Treasurer & VP, Treasury & Fin. Strategy15.045.0Yes (X)$145,732$437,196$19,532
JENNIFER A PARKHURST
Treasurer & CFO - Until 6/30/2312.052.0Yes (X)$412,900$1,651,600$143,720
Jo Ann Escasa-Haigh
Treasurer & CFO - Beg. 6/30/2315.049.0Yes (X)$0$0$0
MICHAEL A CALIGIURI MD
President54.06.0Yes (X)$1,761,548$195,666$149,800
Annette M Walker MHA
President, COH OC Cancer Center39.021.0$1,309,971$705,369$256,463Yes (X)
Debra Fields
EVP & Chief Transformation Officer15.045.0$499,648$1,498,944$306,420Yes (X)
Mark Hulse
Chief Digital Officer15.045.0$457,611$1,372,833$229,284Yes (X)
ROBERT W STONE
COH PRESIDENT & CEO18.044.0$1,294,929$3,021,502$814,563Yes (X)
Susan J Brown PhD RN
SVP, Patient Care Services & Chief Nursing Officer60.00$915,993$0$96,770Yes (X)
VIJAY TRISAL MD
Chief Medical Officer48.012.0$839,833$209,959$114,268Yes (X)
VINCENT JENSEN
Chief Clinical Operating Officer30.030.0$493,590$493,590$121,390Yes (X)
Edward Kim MD
SVP, Physician in Chief - OC58.02.0$1,152,607$0$175,419Yes (X)
HARLAN LEVINE MD
President, Health Innovation & policy18.042.0$858,705$2,003,644$307,094Yes (X)
PHILIP OKALA
COH System President - Until 5/18/2312.048.0$358,767$1,435,068$24,725Yes (X)
Stephen Gruber MD PhD MPH
Director, Center for Precision Medicine60.00$1,277,367$0$52,474Yes (X)
Steven T Rosen MD
Chief Scientific Officer18.042.0$499,880$1,166,386$259,191Yes (X)
GREGORY D SCHETINA
Former Officer0.01.0$43,544$140,432$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$12,520,693TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$15,124,461TotReportableCompRltdOrgAmt
Total Other Compensation$3,261,983TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2714IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Hensel Phelps Construction Company
18850 Von Karman Avenue Suite 100IrvineCA92612Construction Services$121,818,043
DPR CONSTRUCTION A GENERAL PARTNERSHIP
88 West Colorado Blvd Suite 301PasadenaCA91105Construction Services$65,710,881
Accenture LLP
2600 TOWER OAKS BLVDROCKVILLEMN20852Consulting Services$43,587,507
Guidant Global Inc
3475 Lenox RoadAtlantaGA30326Staffing Services$28,093,094
INFINITE COMPUTER SOLUTIONS INC
2600 Tower Oaks BlvdRockvilleMN20852Outsourced IT Services$19,219,589
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K268CntrctRcvdGreaterThan100KCnt
Related Organizations$42,070,283RelatedOrganizationsAmt
Government Grants$12,027,538GovernmentGrantsAmt
All Other Contributions$544,481AllOtherContributionsAmt
Total Contributions$54,642,302TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Net Patient Revenue621110$2,312,824,320$2,312,824,320
Research & Clinical Trial Revenue621110$84,125,896$84,125,896
Leased Employee Revenue900099$21,721,407$21,721,407
Other Exempt Function Revenue621110$10,218,621$10,218,621
Other Patient Ancillary Revenue621110$8,834,177$8,834,177

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,958,536TotalRevenueColumnAmt
Related Or Exempt Func Income$4,958,536RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,442,682,957TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,456,111TotalRevenueColumnAmt
Exclusion$14,456,111ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,232,955TotalRevenueColumnAmt
Exclusion$3,232,955ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$214,639RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$214,639RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$214,639TotalRevenueColumnAmt
Exclusion$214,639ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$525,368,846SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$510,331,186SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$15,037,660SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,037,660TotalRevenueColumnAmt
Exclusion$15,037,660ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Cafeteria Sales and hotel900099$4,336,336$91,220$4,245,116
Other Misc. Revenue900099$481,680$481,680
INVESTMENT INCOME - SCHEDULES K-1901101$116$116

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,818,132OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,535,084,756TotalRevenueColumnAmt
Related Or Exempt Func Income$2,442,682,957RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$91,336UnrelatedBusinessRevenueAmt
Exclusion$37,668,161ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,241,071TotalAmt
Program Services$8,241,071ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,310,964TotalAmt
Program Services$53,737ProgramServicesAmt
Management And General$10,257,227ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$700,481,868TotalAmt
Program Services$572,922,430ProgramServicesAmt
Management And General$127,559,438ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$25,820,439TotalAmt
Program Services$21,338,059ProgramServicesAmt
Management And General$4,482,380ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$68,975,443TotalAmt
Program Services$55,931,220ProgramServicesAmt
Management And General$13,044,223ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$57,343,519TotalAmt
Program Services$46,285,855ProgramServicesAmt
Management And General$11,057,664ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,704,355TotalAmt
Management And General$11,704,355ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$869,784TotalAmt
Management And General$869,784ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$393,405TotalAmt
Management And General$393,405ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,289,182TotalAmt
Management And General$2,289,182ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$329,065,907TotalAmt
Program Services$233,049,706ProgramServicesAmt
Management And General$96,016,201ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,307,536TotalAmt
Program Services$15,077,327ProgramServicesAmt
Management And General$8,230,209ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$35,613,490TotalAmt
Program Services$33,542,008ProgramServicesAmt
Management And General$2,071,482ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$56,922,572TotalAmt
Program Services$40,315,120ProgramServicesAmt
Management And General$16,607,452ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$27,110TotalAmt
Program Services$27,110ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$30,804,982TotalAmt
Program Services$19,859,748ProgramServicesAmt
Management And General$10,945,234ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,763,082TotalAmt
Program Services$6,744,346ProgramServicesAmt
Management And General$3,018,736ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,993,423TotalAmt
Program Services$1,290,109ProgramServicesAmt
Management And General$703,314ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$70,430,129TotalAmt
Program Services$61,509,999ProgramServicesAmt
Management And General$8,920,130ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$113,314,486TotalAmt
Program Services$90,150,402ProgramServicesAmt
Management And General$23,164,084ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,043,938TotalAmt
Program Services$3,262,855ProgramServicesAmt
Management And General$1,781,083ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Pharmaceuticals$629,031,065$629,031,065
Medical Supplies & Equipment$123,863,035$123,863,035
Hospital Provider Fee$28,051,953$28,051,953
Repairs & Maintenance$23,397,985$16,033,258$7,364,727

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,897,675TotalAmt
Program Services$16,444,718ProgramServicesAmt
Management And General$8,452,957ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,391,958,398TotalAmt
Program Services$2,023,025,131ProgramServicesAmt
Management And General$368,933,267ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,850,211BOYAmt
EOY$250,567,993EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$162,279,839BOYAmt
EOY$114,188,435EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$104,816BOYAmt
EOY$348,457EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$411,682,747BOYAmt
EOY$534,164,458EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,871,288BOYAmt
EOY$4,893,406EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$30,465,322BOYAmt
EOY$40,220,262EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$26,012,920BOYAmt
EOY$28,989,617EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,695,963,569LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,020,622,015LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,351,905,968BOYAmt
EOY$1,675,341,554EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$239,128,283BOYAmt
EOY$264,731,442EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$215,065,034BOYAmt
EOY$143,652,808EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$549,999EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,087,386,247BOYAmt
EOY$1,334,135,618EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,534,752,675BOYAmt
EOY$4,391,784,049EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$331,102,464BOYAmt
EOY$361,993,126EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$28,941BOYAmt
EOY$28,941EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$535,703,468BOYAmt
EOY$529,281,530EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$600,000,000BOYAmt
EOY$1,200,000,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$15,659,272BOYAmt
EOY$12,696,511EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,366,675,174BOYAmt
EOY$1,420,274,308EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,849,169,319BOYAmt
EOY$3,524,274,416EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$685,583,356BOYAmt
EOY$867,509,633EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$685,583,356BOYAmt
EOY$867,509,633EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,534,752,675BOYAmt
EOY$4,391,784,049EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$143,126,358ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$35,617,620NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,182,299OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$19,081DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$3,277RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$565,106OtherActivitiesAmt
Total Lobbying Expenditures$587,464TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHE MEDICAL CENTER INCURRED LOBBYING EXPENDITURES IN THE AMOUNT OF $587,464 DURING FISCAL YEAR 2023 RELATED TO THE FOLLOWING LOBBYING ACTIVITIES: FEDERAL LEGISLATION: 1. ADVOCATED FOR AN INCREASE IN FEDERAL FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH AND NATIONAL CANCER INSTITUTE 2. ADVOCATED ON EXTENSION OF SEQUESTRATION MORATORIUM 3. Advocated for PPS exception to site neutral provisions STATE LEGISLATION: 1. LOBBIED California GOVERNOR'S Office and California Department of Health Care Services regarding implementation SB 987 2. LOBBIED California LEGISLATURE REGARDING, AB 362, SB 257, SB 344, SB 496, SB 339, SB 421ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,478,886BeginningYearBalanceAmt
Investment Earnings Or Losses$8,286,999InvestmentEarningsOrLossesAmt
End Year Balance$68,765,885EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$73,958,027BeginningYearBalanceAmt
Investment Earnings Or Losses-$13,479,141InvestmentEarningsOrLossesAmt
End Year Balance$60,478,886EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,077,663BeginningYearBalanceAmt
Investment Earnings Or Losses$10,880,364InvestmentEarningsOrLossesAmt
End Year Balance$73,958,027EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$59,120,180BeginningYearBalanceAmt
Investment Earnings Or Losses$3,957,483InvestmentEarningsOrLossesAmt
End Year Balance$63,077,663EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,001,726BeginningYearBalanceAmt
Investment Earnings Or Losses$1,118,454InvestmentEarningsOrLossesAmt
End Year Balance$59,120,180EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$149,221,896OtherCostOrOtherBasisAmt
Book Value$149,221,896BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$774,569,063OtherCostOrOtherBasisAmt
Depreciation$281,360,303DepreciationAmt
Book Value$493,208,760BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$35,525,649OtherCostOrOtherBasisAmt
Depreciation$22,212,922DepreciationAmt
Book Value$13,312,727BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$976,982,999OtherCostOrOtherBasisAmt
Depreciation$717,048,790DepreciationAmt
Book Value$259,934,209BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$759,663,962OtherCostOrOtherBasisAmt
Book Value$759,663,962BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,675,341,554TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (10 entries)

DescDescBook ValueBookValueAmt
Due from Affiliates$1,162,392,686
Right-of-Use Operating Lease$79,060,890
§457(b) Retirement Fund$50,654,128
Due from Third-Party Payors$23,402,519
Bond Issuance Costs$5,130,665
Right-of-Use Finance Lease$4,973,801
Insurance Recovery$4,447,575
Bond Issuance Discount$3,841,248
SB1732 Receivable$228,307
Other Assets$3,799
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,334,135,618TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Due to affiliates$1,219,003,526
Right-of-Use Operating Lease$77,517,125
Bond Issuance Premium$52,386,654
§457(b) Retirement Fund Payable$50,654,128
Self-Insurance Liabilities$20,712,875
FieldValueIRS element (for citing)
Total Liability$1,420,274,308TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE MEDICAL CENTER HAS DESIGNATED QUASI-ENDOWMENT FUNDS THAT ARE AVAILABLE TO FUND FUTURE RESEARCH, CAPITAL OR EXPANSION ACTIVITIES AS DETERMINED BY MANAGEMENT AND THE CITY OF HOPE BOARD OF DIRECTORS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2023 (which includes City of Hope, City of Hope National Medical Center (the "Center"), City of Hope Medical Foundation (the "Foundation"), and Beckman Research Institute of the City of Hope (the "Institute") (collectively, the "Obligated Group"); the Translational Genomics Research Institute and its Affiliates ("TGen"); Southern California Radiation Oncology, LLC ("SCRO"); AccessHope, LLC ("AH"); City of Hope Auxiliaries (the "Auxiliaries"); and COH HoldCo Inc. ("HoldCo"), the parent of Cancer Treatment Centers of America entities ("CTCA Entities") (collectively, the "Affiliated Group"). These entities represent the consolidated City of Hope organization (collectively referred to as "City of Hope")). City of Hope is exempt from federal income tax under Section 501(a) as described in Section 501(c)(3) of the U.S. Internal Revenue Code. City of Hope, the Center, the Foundation, and the Institute are exempt from California state franchise and income tax under Section 23701(d) of the California Revenue and Taxation Code. ASC 740, Income Taxes, clarifies the accounting for income taxes by prescribing a minimum recognition threshold that a tax position is required to meet before being recognized in the consolidated financial statements. ASC 740 also provides guidance on de-recognition, measurement, classification, interest and penalties, disclosure, and transition. The guidance contained in ASC 740 is applicable to pass-through entities and tax-exempt organizations. City of Hope has no significant uncertain tax positions or tax liability for tax benefits, interest, or penalties accrued as of September 30, 2023 or 2022.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Investments$8,981,989
East Asia and the Pacific012Conference Travel$55,994
East Asia and the Pacific00Program Services$0See Schedule O
Europe (Including Iceland and Greenland)047Conference Travel$274,112
Europe (Including Iceland and Greenland)00Program Services$0See Schedule O
Middle East and North Africa021Conference Travel$55,849
Middle East and North Africa00Program Services$0See Schedule O
North America (Canada & Mexico only)00Program Services$0See Schedule O
North America (Canada & Mexico only)031Conference Travel$60,232
South America06Conference Travel$14,810
South Asia00Program Services$0See Schedule O
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees117SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee117TotalEmployeeCnt
Subtotal Spent$9,442,986SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$9,442,986TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-AccrualExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other600FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CarefalseFPGReferenceDiscountedCareInd
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (true)ExpensesExceedBudgetInd
Unable To Provide CarefalseUnableToProvideCareInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$38,243,361TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$38,243,361NetCommunityBenefitExpnsAmt
Total Expense0.0160TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$355,670,205TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$349,226,303DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,443,902NetCommunityBenefitExpnsAmt
Total Expense0.0027TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$393,913,566TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$349,226,303DirectOffsettingRevenueAmt
Net Community Benefit Expns$44,687,263NetCommunityBenefitExpnsAmt
Total Expense0.0187TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$7,838,813TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$7,838,813NetCommunityBenefitExpnsAmt
Total Expense0.0033TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$4,739,674TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$4,739,674NetCommunityBenefitExpnsAmt
Total Expense0.0020TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$181,505,040TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$85,360,492DirectOffsettingRevenueAmt
Net Community Benefit Expns$96,144,548NetCommunityBenefitExpnsAmt
Total Expense0.0402TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$143,607TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$143,607NetCommunityBenefitExpnsAmt
Total Expense0.0001TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$194,227,134TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$85,360,492DirectOffsettingRevenueAmt
Net Community Benefit Expns$108,866,642NetCommunityBenefitExpnsAmt
Total Expense0.0455TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$588,140,700TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$434,586,795DirectOffsettingRevenueAmt
Net Community Benefit Expns$153,553,905NetCommunityBenefitExpnsAmt
Total Expense0.0642TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$130,000TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$130,000NetCommunityBenefitExpnsAmt
Total Expense0.0001TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$179,327TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$179,327NetCommunityBenefitExpnsAmt
Total Expense0.0001TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$309,327TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$309,327NetCommunityBenefitExpnsAmt
Total Expense0.0001TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$0BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$492,944,798ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$546,932,087CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$53,987,289MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1City of Hope National Medical CenterBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 East Duarte RoadAddressLine1Txt
CityDuarteCityNm
State AbbreviationCAStateAbbreviationCd
ZIP910103012ZIPCd
FieldValueIRS element (for citing)
Website Addresswww.cityofhope.orgWebsiteAddressTxt
State License930000033StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Research FacilityYes (X)ResearchFacilityInd
OtherShort-term Specialty HospitalOtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1City of Hope National Medical CenterBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted22CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsfalseCHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLhttps://www.cityofhope.org/sites/www/files/2024-02/2022-2025-CHNA-2.pdfOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt22ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLhttps://www.cityofhope.org/sites/www/files/2023-02/implementation-strategy-2022-2025.pdfStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care600.0FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care0.0FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLhttps://www.cityofhope.org/patients/helping-you-with-insurance-billing-and-legal-informationFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLhttps://www.cityofhope.org/patients/helping-you-with-insurance-billing-and-legal-informationFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLhttps://www.cityofhope.org/patients/helping-you-with-insurance-billing-and-legal-informationFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Prospective Medicare MedicaidYes (X)ProspectiveMedicareMedicaidInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3ETHE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA.
Schedule H, Part V, Section B, Line 5 Facility , 1Facility , 1 - City of Hope National Medical Center. OUR 2022 CHNA WAS DONE IN COLLABORATION WITH FIVE NON-PROFIT HOSPITALS IN THE SAN GABRIEL VALLEY: CITY OF HOPE, HUNTINGTON HOSPITAL, METHODIST-ARCADIA, QUEEN OF THE VALLEY AND CITRUS VALLEY - BOTH OF EMANATE HEALTH. THIS COLLABORATION IS OF SIGNIFICANCE BECAUSE IT IS THE FIRST TIME ONE SUCH ASSESSMENT HAS BEEN CONDUCTED IN THE SAN GABRIEL VALLEY. MORE IMPORTANTLY, NOT ONLY WERE THEY ABLE TO REDUCE DUPLICATION OF FOCUS GROUPS, THEY ALSO INCREASED THE DIVERSITY OF THESE GROUPS TO PROVIDE RICHER FEEDBACK FROM THE COMMUNITY REGARDING SIGNIFICANT HEALTH NEEDS. THE HOSPITALS HAVE ALSO COMMITTED TO WORKING TOGETHER ON THREE IMPORTANT ISSUES IMPACTING OUR MOST VULNERABLE COMMUNITIES OVER THE NEXT THREE YEARS: FOOD INSECURITY, HOUSING INSECURITY AND MENTAL HEALTH. MUCH OF THE REPORT PROVIDES DATA ON VARIOUS HEALTH INDICATORS AT THE STATE AND LOS ANGELES COUNTY LEVEL. WHENEVER POSSIBLE, WE GATHERED DATA FOR THE SPECIFIC CITIES LOCATED WITHIN THE SAN GABRIEL VALLEY. FOR EXAMPLE, IF YOU WANT TO LEARN WHICH CITIES HAVE THE HIGHEST PERCENTAGE OF RESIDENTS GRADUATING FROM HIGH SCHOOL, YOU CAN SIMPLY GO TO THE SECTION ON EDUCATIONAL ATTAINMENT AND LOCATE THE TABLE WITH GRADUATION RATES. WE HAVE DONE THE SAME FOR EACH OF THE KEY INDICATORS FOR WHICH THE DATA WAS AVAILABLE. SINCE CITY OF HOPE CONSIDERS LOS ANGELES, ORANGE, SAN BERNARDINO, RIVERSIDE AND VENTURA AS PART OF OUR LARGER SERVICE AREA, WE HAVE INCLUDED DATA ON THOSE COUNTIES. THE CHNA INCLUDED DEVELOPMENT OF A DEMOGRAPHIC AND HEALTH STATUS PROFILE OF THE COMMUNITY AND CONSULTATIONS WITH COMMUNITY REPRESENTATIVES REGARDING HEALTH NEEDS. BOTH PRIMARY DATA VIA COMMUNITY INPUT AND SECONDARY DATA WERE COLLECTED TO INFORM COMMUNITY HEALTH PRIORITIES AND NEEDS, AS WELL AS ASSETS AND GAPS IN RESOURCES. THIS DATA ALSO HELPS DRAW A PICTURE OF WHAT LIFE IS LIKE FOR RESIDENTS OF THAT COMMUNITY. SECONDARY DATA COLLECTION SECONDARY DATA IS A HIGHER LEVEL OF DATA THAT CAN PINPOINT PARTICULAR DISEASES AND CONDITIONS THAT IMPACT CITIZENS AT DIFFERENT GEOGRAPHIC LEVELS SUCH AS CITY, COUNTY, STATE, NATIONAL AND WORLD. KNOWING SECONDARY DATA CAN HELP AN ORGANIZATION TARGET PROGRAMS AND SERVICES DIRECTLY TO COMMUNITIES THAT ARE IMPACTED THE MOST. HOWEVER, SECONDARY DATA CAN OFTEN BE IMPERSONAL - IT WILL NOT NECESSARILY TELL YOU WHY CERTAIN HEALTH OR SOCIAL CONDITIONS EXIST. SECONDARY DATA IS LIKE A BLACK-AND-WHITE PICTURE. IT TELLS YOU A LOT ABOUT A COMMUNITY, BUT IT IS TWO-DIMENSIONAL. PRIMARY DATA FLESHES OUT THE PICTURE WITH COLOR AND DETAIL. SECONDARY DATA IS COLLECTED FROM A VARIETY OF LOCAL, COUNTY AND STATE SOURCES TO PRESENT COMMUNITY DEMOGRAPHICS, SOCIAL AND ECONOMIC FACTORS, HEALTH ACCESS, LEADING CAUSES OF DEATH, CANCER INCIDENCE AND MORTALITY, CHRONIC DISEASE, HEALTH BEHAVIORS, MENTAL HEALTH AND SUBSTANCE ABUSE. THE SOURCES OF DATA WE USED FOR THIS CHNA INCLUDED U.S. CENSUS AMERICAN COMMUNITY SURVEY, COUNTY HEALTH RANKINGS & ROADMAPS, CALIFORNIA HEALTH INTERVIEW SURVEY, CALIFORNIA DEPARTMENT OF PUBLIC HEALTH, CALIFORNIA DEPARTMENT OF FINANCE, CALIFORNIA'S OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT, CALIFORNIA DEPARTMENT OF JUSTICE, CALIFORNIA EMPLOYMENT DEVELOPMENT DEPARTMENT, COMMUNITY COMMONS, CALIFORNIA CANCER REGISTRY, CALIFORNIA DEPARTMENT OF EDUCATION AND LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH, AMONG OTHERS. WHEN PERTINENT, THESE DATA SETS ARE PRESENTED IN THE CONTEXT OF THE STATE OF CALIFORNIA, FRAMING THE SCOPE OF AN ISSUE AS IT RELATES TO THE BROADER COMMUNITY. SECONDARY DATA FOR THE HOSPITAL SERVICE AREA WAS COLLECTED AND DOCUMENTED IN DATA TABLES WITH NARRATIVE EXPLANATIONS. THE TABLES INCLUDE THE DATA INDICATOR, THE GEOGRAPHIC AREA REPRESENTED, THE DATA MEASUREMENT (E.G., RATE, NUMBER, OR PERCENT), COUNTY AND STATE COMPARISONS (WHEN AVAILABLE), DATA SOURCE, DATA YEAR AND AN ELECTRONIC LINK TO THE DATA SOURCE. THE REPORT INCLUDES BENCHMARK COMPARISON DATA THAT cross references local findings with the data findings of HEALTHY PEOPLE 2030 OBJECTIVES. HEALTHY PEOPLE 2030 IS A NATIONAL INITIATIVE TO IMPROVE PUBLIC HEALTH BY PROVIDING MEASURABLE OBJECTIVES AND GOALS THAT ARE APPLICABLE AT NATIONAL, STATE AND LOCAL LEVELS. PRIMARY DATA COLLECTION IN COLLECTING PRIMARY DATA, YOU ENTER A COMMUNITY AND ASK THE RESIDENTS HOW A PARTICULAR HEALTH OR SOCIAL ISSUE IMPACTS THEM. THIS TYPE OF INFORMATION - WHICH IS OFTEN MORE SIGNIFICANT THAN A "LEADING CAUSE OF DEATH" - CAN HELP YOU DESIGN A PROGRAM OR SERVICES TO ELIMINATE BARRIERS DECREASING QUALITY OF LIFE FOR THAT GROUP. YOU MAY FIND LANGUAGE, LACK OF TRANSPORTATION, POVERTY, CRIME AND/OR LOCATION OF HOUSING ARE THE REASONS WHY A HEALTH ISSUE IS MORE PREVALENT IN A COMMUNITY. PRIMARY DATA CAN BE GATHERED DIRECTLY THROUGH FOCUS GROUPS, INTERVIEWS AND TARGETED SURVEYS. WHEN AN ORGANIZATION IS ABLE TO ADDRESS THE MOST PRESSING ISSUES - THE ROOT CAUSES OF HEALTH INEQUITIES - THE PATH TO PREVENTING OR ELIMINATING A LEADING CAUSE OF DEATH BECOMES CLEARER. THE FOLLOWING SECTIONS WILL INTRODUCE YOU TO THE TYPES OF METHODS USED TO LEARN MORE ABOUT CITY OF HOPE'S COMMUNITY AND ADD COLOR TO YOUR OWN PICTURE OF HEALTH AND WELLNESS IN THE SAN GABRIEL VALLEY. ANALYSIS OF SECONDARY DATA YIELDED A PRELIMINARY LIST OF SIGNIFICANT HEALTH NEEDS, WHICH THEN INFORMED PRIMARY DATA COLLECTION. THE PRIMARY DATA COLLECTION PROCESS WAS DESIGNED TO VALIDATE Primary DATA FINDINGS, IDENTIFY ADDITIONAL COMMUNITY ISSUES, SOLICIT INFORMATION ON DISPARITIES AMONG SUBPOPULATIONS, ASCERTAIN COMMUNITY ASSETS TO ADDRESS NEEDS AND DISCOVER GAPS IN RESOURCES. FOR THIS CHNA, WE OBTAINED INFORMATION THROUGH FOCUS GROUPS; A COMMUNITY SURVEY; AND INTERVIEWS WITH KEY COMMUNITY STAKEHOLDERS, PUBLIC HEALTH AND SERVICE PROVIDERS, MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS IN THE COMMUNITY, AND INDIVIDUALS OR ORGANIZATIONS SERVING OR REPRESENTING THE INTERESTS OF SUCH POPULATIONS. FOCUS GROUPS PRIMARY DATA WAS COLLECTED THROUGH FOUR FOCUS GROUPS THAT REACHED 37 PERSONS. THE FOCUS GROUPS TOOK PLACE FROM JULY TO OCTOBER 2022. CITY OF HOPE PARTNERED WITH COMMUNITY-BASED ORGANIZATIONS TO ASSIST WITH OUTREACH AND RECRUITMENT OF PARTICIPANTS. THE ORGANIZATIONS ENGAGED RESIDENTS TO PARTICIPATE IN THE FOCUS GROUPS BY USING THE METHOD THEY KNEW TO BE MOST EFFECTIVE. ORGANIZATIONS PARTICIPATING IN FOCUS GROUPS ARE BELOW: -AZUSA SENIOR CENTER -EMANATE HEALTH -HERALD CHRISTIAN HEALTH CENTER INTERVIEWS INTERVIEWS WITH KEY STAKEHOLDERS PROVIDED OPPORTUNITIES TO GATHER IN-DEPTH INSIGHTS FROM EXPERTS IN PARTICULAR SUBFIELDS OF PUBLIC HEALTH AND SOCIAL SERVICES IN TARGETED COMMUNITIES. CITY OF HOPE CONDUCTED 38 TELEPHONE INTERVIEWS, WHICH WERE COMPLETED DURING JULY TO OCTOBER 2022. PARTICIPANTS IN THE INTERVIEWS INCLUDED THE FOLLOWING ORGANIZATIONS: -ALHAMBRA POLICE DEPARTMENT -AMERICAN HEART ASSOCIATION -ASIAN YOUTH CENTER -AZUSA PACIFIC UNIVERSITY -AZUSA SENIOR CENTER -CHAPCARE MEDICAL AND DENTAL HEALTH CENTER -CITY OF AZUSA -CITY OF PASADENA HOUSING DEPARTMENT -CITY OF PASADENA OUTREACH RESPONSE TEAM -CITY OF PASADENA, PUBLIC HEALTH DEPARTMENT -CLAREMONT HILLEL -FOOTHILL UNITY CENTER, INC. -FRIENDS IN DEED -HEALTH CONSORTIUM OF GREATER SAN GABRIEL VALLEY -HERALD CHRISTIAN HEALTH CENTER -LOS ANGELES COUNTY DEPARTMENT OF HEALTH SERVICES, SAN GABRIEL VALLEY HEALTH CENTER GROUP -LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH -MAJESTIC REALTY -PACIFIC CLINICS -PALS FOR HEALTH -PASADENA JOB CENTER, NATIONAL DAY LABORER ORGANIZING NETWORK (NDLON) -PASADENA NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE (NAACP) -PASADENA OUTREACH RESPONSE TEAM -PASADENA UNIFIED SCHOOL DISTRICT -PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY -ROSE CITY HIGH SCHOOL, PASADENA UNIFIED SCHOOL DISTRICT -SAN GABRIEL VALLEY DENTAL SOCIETY -SPIRITT FAMILY SERVICES -UNION STATION HOMELESS SERVICES AND PASADENA POLICE DEPARTMENT, HOMELESS OUTREACH PSYCHIATRIC EVALUATION (HOPE) TEAM -VIETNAMESE AMERICAN CANCER FOUNDATION -WALTER LEE WILMORE FOUNDATION -YOUNG AND HEALTH TINY TEETH PROGRAM -YWCA OF SAN GABRIEL VALLEY DATA LIMITATIONS AND GAPS THE SECONDARY DATA ALLOWS FOR AN EXAMINATION OF THE BROAD HEALTH NEEDS WITHIN A COMMUNITY. HOWEVER, THERE ARE SOME LIMITATIONS WITH REGARD TO THIS DATA: 1. DATA WERE NOT ALWAYS AVAILABLE AT THE ZIP CODE LEVEL, SO COUNTY LEVEL DATA AS WELL AS SPA LEVEL DATA WERE UTILIZED. 2. DISAGGREGATED DATA FOR AGE, ETHNICITY, RACE AND GENDER ARE NOT AVAILABLE FOR ALL DATA INDICATORS, WHICH LIMITED THE EXAMINATION OF DISPARITIES OF HEALTH ISSUES WITHIN THE COMMUNITY. 3. AT TIMES, A STAKEHOLDER-IDENTIFIED HEALTH ISSUE MAY NOT HAVE BEEN REFLECTED BY THE SECONDARY DATA INDICATORS. 4. DATA ARE NOT ALWAYS COLLECTED ON AN ANNUAL BASIS, MEANING THAT SOME DATA IS SEVERAL YEARS OLD.
Schedule H, Part V, Section B, Line 6a Facility , 1Facility , 1 - City of Hope National Medical Center. HUNTINGTON HOSPITAL, METHODIST - ARCADIA, QUEEN OF THE VALLEY AND CITRUS VALLEY - BOTH OF EMANATE HEALTH.
Schedule H, Part V, Section B, Line 11 Facility , 1Facility , 1 - City of Hope National Medical Center. OUR COMMUNITY BENEFIT ADVISORY COUNCIL (CBAC) MET ON DECEMBER 7, 2022, TO IDENTIFY THE TOP HEALTH NEEDS THAT NEED TO BE PRIORITIZED OVER THE NEXT THREE YEARS. BASED ON FINDINGS FROM THE PRIMARY AND SECONDARY DATA COLLECTIONS, PARTICIPANTS LEARNED ABOUT THE IDENTIFIED HEALTH NEEDS WITHIN CITY OF HOPE'S COMMUNITY SERVICE AREAS. AFTER THE DATA PRESENTATION, EVERYONE WAS INSTRUCTED TO RATE THESE LEADING INDICATORS IN RELATIONSHIP TO SERIOUSNESS, SIZE OF PROBLEM (NUMBER OF PEOPLE IMPACTED), TRENDS, EQUITY, FEASIBILITY, VALUE, CONSEQUENCE OF INACTION, SOCIAL DETERMINANTS/ROOT CAUSES AND EFFECTIVE STRATEGIES TO ADDRESS PROBLEM. THEN THEY WERE INSTRUCTED TO REPRESENT THEIR PRIORITIES BY PLACING COLORED DOTS ON THE CHARTS. RED #1, BLUE #2, GREEN #3 AND YELLOW #4. PEOPLE WERE ALSO INVITED TO ELABORATE ON THEIR PRIORITIZED ISSUES WITH COMMENTS THAT CAN HELP US SHAPE THE OVERALL STRATEGIES FOR THE 2022 IMPLEMENTATION STRATEGY. RESULTS WERE AS FOLLOWS: 2022 PRIORITIZED HEALTH NEEDS RANK HEALTH NEEDS 1. SOCIAL DETERMINANTS OF HEALTH 2. HEALTH ACCESS 3. MENTAL HEALTH 4. CANCER IT IS IMPORTANT TO KNOW THAT WHILE THERE WERE EIGHT IDENTIFIED AREAS OF NEED, THOSE SCHOOLED IN PUBLIC HEALTH LANGUAGE WILL SEE THAT THE CBAC COMBINED TOPICS BECAUSE THEY FELT THAT THE ROOT CAUSES AND SHARED RISK FACTORS WERE SIMILAR, AND BY ADDRESSING THEM COLLECTIVELY RATHER THAN INDIVIDUALLY WE COULD HAVE A GREATER IMPACT. ACCORDING TO THE HEALTHY PEOPLE 2030 DEFINITION OF SOCIAL DETERMINANTS OF HEALTH (SDOH), THEY "ARE THE CONDITIONS IN THE ENVIRONMENTS WHERE PEOPLE ARE BORN, LIVE, LEARN, WORK, PLAY, WORSHIP AND AGE THAT AFFECTS A WIDE RANGE OF HEALTH, FUNCTIONING, AND QUALITY-OF-LIFE OUTCOMES AND RISKS." OUR ADVISORY COUNCIL MEMBERS EMPHASIZED THAT WE NEED TO "LOOK AT THE INTERSECTIONS OF THE SDOH RISK FACTORS IN ORDER TO CREATE SOLUTIONS AND MAKE AN IMPACT IN OUR VULNERABLE COMMUNITIES." WITH THIS BEING SAID, WE CANNOT SIMPLY ADDRESS ONE ISSUE. OUR STRATEGY FOR THE NEXT SEVERAL YEARS WILL BE TO FIND THOSE INTERSECTIONS, INTEGRATE THE WORK, WORK MORE DEEPLY WITH CROSS-DISCIPLINARY PARTNERS AND CREATE TANGIBLE DELIVERABLES. WHILE THE READER SEES ONLY FOUR PRIORITY AREAS, WITH OUR WORK THROUGH THE INTERSECTIONS, WE ARE, IN FACT, ADDRESSING ALL EIGHT. AS ONE CBAC MEMBER SUGGESTED, "THE INTERSECTIONS ARE WHERE THE MAGIC HAPPENS." IMPACT EVALUATION OF PRIORITIES IDENTIFIED IN THE LAST ASSESSMENT CITY OF HOPE CONDUCTED ITS PREVIOUS CHNA IN 2019. SIGNIFICANT HEALTH NEEDS WERE IDENTIFIED FROM ISSUES SUPPORTED BY PRIMARY AND SECONDARY DATA SOURCES GATHERED FOR THE CHNA. IN DEVELOPING THE HOSPITAL'S IMPLEMENTATION STRATEGY RESULTING FROM THE 2020-2023 CHNA, CITY OF HOPE CHOSE TO ADDRESS ACCESS TO CARE, MENTAL HEALTH AND SUBSTANCE USE, ECONOMIC AND HOUSING INSECURITY, CHRONIC DISEASE AND CANCER PREVENTION. AN EVALUATION OF THE IMPACT OF THE ACTIONS CITY OF HOPE TOOK TO ADDRESS THESE SIGNIFICANT HEALTH NEEDS CAN BE FOUND IN APPENDIX D OF THE 2022 CHNA.
FieldValueIRS element (for citing)
Facility4FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
City of Hope Arcadia Radiation Oncology
301 W Huntington Drive Ste 120ArcadiaCA91007Outpatient Radiation Oncology Center
City of Hope Upland
1100 San Bernardino Road Ste 1100UplandCA91786Outpatient Clinic
City of Hope Corona
320 W 6th StreetCoronaCA92882Multispecialty Oncology Treatment Center
City of Hope Orange County Lennar Foundation Cancer Center
1000 FivePointIrvineCA92618Comprehensive Oncology Center

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 20a Efforts not madeNeither COH nor any third-party collection vendors it may utilize, will use any extraordinary collection activity (ECA) as a means of collecting unpaid hospital bills from patients who are eligible for any form of financial assistance under the Medical Center's Financial Assistance Policy. All agencies used for collection purposes are advised of COH's policy in writing, and the Medical Center's Financial Assistance Policy is incorporated, by reference, in collection contracts with such agencies. COH receives written assurance from the agency(ies) that they will adhere to COH financial services standards.
Schedule H, Part I, Line 3c Eligibility criteria for free or discounted careAn individual will also be considered for financial assistance if that individual or their estate has declared bankruptcy. Additionally, and consistent with COH's mission and the proper stewardship of COH funds, all monetary assets of the patient or patient's legal guardian may be considered in reviewing a financial assistance application, with the exception of the following assets: (a) amounts in patient retirement or deferred compensation plans qualified under the Internal Revenue code; (b) the primary residence where the patient or the patient's family resides; (c) automobile needed to transport working family members to and from work; and (d) savings accounts with less than two months of annual income.
Schedule H, Part I, Line 6a Community benefit report prepared by related organizationCity of Hope (FEIN 95-3435919)
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistanceSchedule H, Part I, Lines 7a-7d - Financial Assistance and Means-Tested Government Programs THE AMOUNTS REPORTED IN THIS SECTION WERE DETERMINED USING COST ACCOUNTING METHODOLOGY THAT CAPTURES THE TRUE COST OF TREATING PATIENTS. THESE AMOUNTS INCLUDE BOTH DIRECT AND INDIRECT COSTS AND INCLUDES ALL PATIENT AND PAYOR SEGMENTS SUCH AS INPATIENT AND OUTPATIENT, PRIVATE INSURANCE, MANAGED CARE, MEDICARE, MEDI-CAL, OTHER INSURERS, AND THE UNINSURED OR UNDERINSURED. THE CALIFORNIA HOSPITAL FEE PROGRAM (THE PROGRAM) THAT BECAME EFFECTIVE JANUARY 1, 2010 HAS TWO COMPONENTS. THE QUALITY ASSURANCE FEE ACT GOVERNS THE "HOSPITAL FEE "QUALITY ASSURANCE FEE" (QA FEE) PAID BY PARTICIPATING HOSPITALS, AND THE MEDI-CAL HOSPITAL PROVIDER STABILIZATION ACT GOVERNS SUPPLEMENTAL MEDI-CAL PAYMENTS (SUPPLEMENTAL PAYMENTS) MADE TO PROVIDERS FROM THE FUND. HOSPITAL PARTICIPATION IS MANDATORY, WITH LIMITED EXCEPTIONS. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023 THE MEDICAL CENTER MADE PAYMENTS TO THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES (DHCS) FOR THE QA FEE IN THE AMOUNT OF $28,051,953, CHFT IN THE AMOUNT OF $53,951 AND RECORDED AS REVENUE $103,740,073 IN SUPPLEMENTAL PAYMENTS. THE PAYMENTS AND REVENUES PERTAINED TO TWO PROGRAMS WITH ACTIVITY DURING THE FISCAL YEAR, A 12-MONTH HOSPITAL FEE PROGRAM COVERING THE PERIOD FROM January 1, 2022 through December 31, 2022 and a 24-month hospital fee program covering the periods from January 1, 2023 through December 31, 2024. THE QA FEE IN THE AMOUNT OF $28,051,953 HAS BEEN INCLUDED IN SCHEDULE H, PART I, LINE 7B, COLUMN (C), TOTAL COMMUNITY BENEFIT EXPENSE. THE SUPPLEMENTAL PAYMENTS TOTALING $103,740,073 HAVE BEEN INCLUDED IN SCHEDULE H, PART I, LINE 7B, COLUMN (D), DIRECT OFFSETTING REVENUE. EXCLUDING THE EFFECTS OF THE PROGRAM ON FISCAL YEAR 2023 SCHEDULE H, PART I, LINE 7B, COLUMN (E) NET COMMUNITY BENEFIT EXPENSE WOULD HAVE BEEN EQUAL TO $82,132,023 OR 3.43% OF TOTAL EXPENSES. THIS WOULD HAVE INCREASED LINE 7K, COLUMN (F), TO 9.61%. CITY OF HOPE CONTINUES TO MAINTAIN A STRONG COMMITMENT TO CARING FOR ALL MEMBERS OF THE COMMUNITY, ESPECIALLY THE VULNERABLE. Schedule H, Part I, Lines 7e-7f - Community health improvement services, community benefit operations and Health professions education COMMUNITY HEALTH IMPROVEMENT ACTIVITIES, COMMUNITY HEALTH BENEFIT OPERATIONS, AND HEALTH PROFESSIONS EDUCATION WERE BASED ON ACTUAL OR ESTIMATED STAFF HOURS AND SALARIES DEVOTED TO THESE ACTIVITIES DURING FISCAL YEAR 2023. AMOUNTS REPORTED FOR COMMUNITY HEALTH IMPROVEMENT SERVICES INCLUDE COMMUNITY BENEFIT OPERATIONS AND HEALTH PROFESSIONS EDUCATION, WHICH WAS DETERMINED BASED ON DATA REPORTED BY VARIOUS MEDICAL CENTER DEPARTMENTS. Schedule H, Part I, Line 7h - Research RESEARCH COSTS WERE DETERMINED USING A DIRECT COST METHODOLOGY AND APPLYING A FEDERALLY APPROVED INDIRECT COST RATE. DIRECT COSTS INCLUDE SALARIES, WAGES AND BENEFITS, SUPPLIES, MATERIALS AND SERVICES RENDERED IN THE PERFORMANCE OF RESEARCH ACTIVITIES SPONSORED THROUGH THE MEDICAL CENTER. DIRECT OFFSETTING REVENUES ARE THOSE REVENUES SUPPORTING THE RESEARCH ACTIVITIES. IN ADDITION TO THE MEDICAL CENTER'S COMMUNITY BENEFIT FROM RESEARCH ENDEAVORS, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE AND THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE ALSO CONTRIBUTED TO THE COMMUNITY A COMBINED $293,801,208 OF INTERNALLY FUNDED RESEARCH DURING FISCAL YEAR 2023. THIS AMOUNT HAS NOT BEEN INCLUDED IN THE TOTALS ON SCHEDULE H, PART I, LINE 7. Schedule H, Part I, Line 7I - Cash and in-kind contributions for community benefit The cost of CASH AND IN-KIND CONTRIBUTIONS MADE BY THE MEDICAL CENTER were calculated using actual costs. CHA GUIDELINES FROM 2022 WERE USED TO DETERMINE WHETHER ACTIVITIES ARE QUALIFIED AS COMMUNITY BENEFITS.
Schedule H, Part II Community Building ActivitiesCOMMUNITY BUILDING ACTIVITIES SHOWN ON SCHEDULE H ARE VALUED AT $309,327 AND ARE COMPRISED OF Coalition Building and WORKFORCE DEVELOPMENT ACTIVITIES THAT INCLUDE LEADERSHIP DEVELOPMENT FOR THE PARTICIPANTS IN THE VARIOUS WORKFORCE DEVELOPMENT PROGRAMS. OTHER ACTIVITIES INCLUDE OUR HEALTHY LIVING GRANTS (15 PROGRAMS WERE FUNDED IN 2023, including 3 "Bigger Ask" Healthy Living Grants), OUR COMMUNITY BUILDING GRANTS (3 PROGRAMS WERE FUNDED IN 2023), OUR Health Equity Grants (1 program was funded in 2023) AND SCHOOL WELLNESS PROGRAMS THAT INCLUDED THE FARM LAB AT ARROYO HIGH SCHOOL, THE GARDEN OF HOPE , THE KID'S RUN FARMER'S MARKETS, NURSING BURRITO PROJECT, THREE COMMUNITY ORGANIZATIONS WERE FUNDED TO PROVIDE RESOURCES, REFERRALS AND ACCESS TO FOOD PROGRAMS FOR PATIENTS IDENTIFIED WITH FOOD INSECURITY AND FOR HAVING OTHER SOCIAL HEALTH NEEDS, AND THE CANCER CARE IS DIFFERENT CAMPAIGN/CANCER PATIENTS BILL OF RIGHTS. IN ADDITION TO PREVENTING DISEASE, UPHOLDING SUSTAINABLE ENVIRONMENTAL PRACTICES AND FOSTERING A BROAD RANGE OF PARTNERSHIPS TO COLLABORATIVELY ADVANCE THE HEALTH OF OUR COMMUNITIES, CITY OF HOPE IS COMMITTED TO INCREASING EDUCATIONAL OPPORTUNITIES THAT CAN LEAD TO CAREERS IN HEALTH CARE FOR UNDERREPRESENTED ETHNIC/CULTURAL GROUPS. HEALTH CARE IS DIVERSE AND COMPLEX. A HEALTHCARE DELIVERY SYSTEM NEEDS SUPPORT ACROSS THE INSTITUTION THAT INCLUDES FOOD AND NUTRITION SERVICES. DURING FISCAL YEAR 2023 WE CONTINUED TO EXPLORE INTERNSHIP OPPORTUNITIES FOR STUDENTS IN OUR SURROUNDING COMMUNITIES INCLUDING THE RE-VISTING OF WORK EXPERIENCE PROGRAMS THAT WERE POSTPONED DUE TO THE GLOBAL PANDEMIC. ADDITIONALLY, THROUGH OUR WORK WITH THE FARM LAB AT ARROYO HIGH SCHOOL, WE ARE CONTINUING TO WORK WITH THE DISTRICT TO CREATE A "CAREER TECHNICAL EDUCATION" PATHWAY FOR STUDENTS TO LEARN MORE ABOUT URBAN FARMING AND FARM-TO-TABLE ENDEAVORS AS WELL AS EXPANDING THE PRESENCE OF URBAN GARDENS AT EACH OF THE HIGH SCHOOLS IN THE DISTRICT. AT CITY OF HOPE, WE DO NOT DO POPULATION HEALTH INTERVENTIONS ON A REGULAR BASIS. WE RECOGNIZE THAT THERE ARE ORGANIZATIONS IN OUR COMMUNITY WHO ARE EXPERTS IN THIS AREA. THIS YEAR, WE FUNDED 15 LOCAL NON-PROFIT ORGANIZATIONS TO DELIVER INNOVATIVE PROGRAMS THAT ADDRESS ONE OR MORE OF OUR STRATEGIC PRIORITIES AROUND ACCESS TO CARE, HEALTHY LIVING, MENTAL HEALTH, OR CANCER PREVENTION. OUR COMMUNITY BENEFIT ADVISORY COUNCIL MEMBERS MADE THE SELECTIONS AND GRANTED $5,000 TO EACH GROUP. WE ALSO CONTINUED THE "BIGGER ASK" HEALTHY LIVING GRANT PROGRAM WHERE TWO ORGANIZATIONS WERE FUNDED AT THE $10,000 LEVEL AND THE OTHER AT THE $25,000 LEVEL. THE ADDED BONUS - CITY OF HOPE NOW HAS AN OPPORTUNITY TO LEARN MORE ABOUT OUR LOCAL VULNERABLE POPULATIONS AND CAN HELP SUPPORT OUR LOCAL COMMUNITY EFFORTS TOWARD TACKLING HEALTH DISPARITIES IN THE MOST CULTURALLY APPROPRIATE AND SPECIFIC MANNER. LEARN MORE AT: https://www.cityofhope.org/about-city-of-hope/community-outreach/community-benefit/healthy-living-grant-program BEING A GOOD CITIZEN MEANS BEING SUPPORTIVE OF THE WORK OUR CITIES AND COMMUNITY ORGANIZATIONS DO TO IMPROVE THE LIVES OF THE PEOPLE THEY SERVE. THROUGHOUT the year CITY OF HOPE HAS SUPPORTED VIRTUAL MEET VENUES, VIA ZOOM OR TEAMS. ALLOWING THESE ORGANIZATIONS TO CONTINUE TO CONVENE THEIR STAKEHOLDERS OR PROVIDE EDUCATION. THE KINDNESS GRANTS WERE CREATED TO SUPPORT CITY OF HOPE EMPLOYEES WITH GREAT IDEAS, WHO WANT TO DO GOOD IN THEIR COMMUNITY. THE COMMUNITY BENEFIT ADVISORY COUNCIL APPROVED A BUDGET TO SUPPORT THIS ENDEAVOR. FOR FISCAL YEAR 2023 A TOTAL OF NINE PROGRAMS WERE FUNDED. THE PROJECTS FUNDED INCLUDED: Mental Health Benefits of DIY Gifts, Adopt a Senior Nursing Class, Orange County Jewish Cancer Education Initiative, Empowering Women's Cancer Prevention through Genetic Awareness, Dysphagia Food Bank, Caregiving Support Group in Spanish, Growing Hope Gardens, and Breast Cancer Awareness & Education is Power: Together we can Make a Difference. EACH PROGRAM IS DESCRIBED IN DETAIL WITHIN THE FISCAL YEAR 2023 Community Benefit REPORT AVAILABLE ONLINE: https://www.cityofhope.org/los-angeles/community-outreach/community-benefit
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amountTHE ALLOWANCES FOR CONTRACTUAL DISCOUNTS AND UNCOLLECTIBLE ACCOUNTS HAVE BEEN DETERMINED BASED ON HISTORICAL COLLECTION DATA AND OTHER FACTORS, INCLUDING CHANGES TO CONTRACT TERMS. AS A RESULT OF CERTAIN CHANGES REQUIRED BY ASU 2014-09, THE MAJORITY OF CITY OF HOPE'S PROVISION FOR UNCOLLECTIBLE ACCOUNTS IS RECORDED AS A DIRECT REDUCTION TO NET PATIENT SERVICE REVENUE INSTEAD OF BEING PRESENTED AS A COMPONENT OF EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2023.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnoteTHE ALLOWANCES FOR CONTRACTUAL DISCOUNTS AND UNCOLLECTIBLE ACCOUNTS HAVE BEEN DETERMINED BASED ON HISTORICAL COLLECTION DATA AND OTHER FACTORS, INCLUDING CHANGES TO CONTRACT TERMS. AS A RESULT OF CERTAIN CHANGES REQUIRED BY ASU 2014-09, THE MAJORITY OF CITY OF HOPE'S PROVISION FOR UNCOLLECTIBLE ACCOUNTS IS RECORDED AS A DIRECT REDUCTION TO NET PATIENT SERVICE REVENUE INSTEAD OF BEING PRESENTED AS A COMPONENT OF EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2023. THE TOTAL BAD DEBT EXPENSE INCURRED BY THE MEDICAL CENTER DURING FISCAL YEAR 2023 WAS $4,915,501, WHICH WAS INCLUDED AS A DIRECT REDUCTION TO NET PATIENT SERVICE REVENUES.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costsIN ADDITION TO BEING AN NCI-DESIGNATED COMPREHENSIVE CANCER CENTER, CITY OF HOPE IS A FOUNDING MEMBER OF THE NATIONAL COMPREHENSIVE CANCER NETWORK (NCCN), AN ALLIANCE OF 33 OF THE NATION'S LEADING CANCER CENTERS THAT DEFINE AND SET NATIONAL STANDARDS FOR CANCER CARE - STANDARDS THAT ARE MADE AVAILABLE TO PATIENTS AND PHYSICIANS. NCCN MEMBER INSTITUTIONS ADVANCE CANCER PREVENTION, SCREENING, DIAGNOSIS AND TREATMENT THROUGH EXCELLENCE IN BASIC AND CLINICAL RESEARCH. CITY OF HOPE AND OTHER NCCN PARTNERS ENHANCE THE EFFECTIVENESS AND EFFICIENCY OF CANCER CARE DELIVERY THROUGH THE ON-GOING COLLECTION, SYNTHESIS AND ANALYSIS OF OUTCOME DATA. GIVEN THE INSTITUTION'S FOCUS ON CANCER AND THE HIGHER INCIDENCE OF CANCER AMONG ADULTS 65 AND OLDER, THE MEDICAL CENTER TREATS A HIGH PROPORTION OF MEDICARE PATIENTS. THAT FACT, COMBINED WITH THE HIGH COST OF COMPLEX CARE, MEANS THAT THE MEDICAL CENTER BEARS SIGNIFICANT UNREIMBURSED MEDICARE EXPENSES. RECOGNIZING THE MEDICAL CENTER'S EXTRAORDINARY CONTRIBUTIONS TO CANCER CARE, RESEARCH, EDUCATION AND POPULATION HEALTH, THE MEDICAL CENTER'S MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT. IN ADDITION TO THE MEDICARE SHORTFALL AMOUNT INCLUDED ON SCHEDULE H, PART III, SECTION B, MEDICARE, LINE 7, THE MEDICAL CENTER INCURS ADDITIONAL COSTS IN THE TREATMENT OF MEDICARE PATIENTS FOR WHICH MEDICARE EXCLUDES FROM THE CALCULATION OF ALLOWABLE COSTS. THIS AMOUNT TOTALED APPROXIMATELY $26,930,140 FOR FISCAL YEAR 2023 AND HAS NOT BEEN INCLUDED IN THE TOTALS ON SCHEDULE H, PART III, LINE 7. INCLUDING THE AMOUNT ON SCHEDULE H, PART III, LINE 7, THE TOTAL SHORTFALL THE MEDICAL CENTER INCURS FOR MEDICARE PATIENTS TOTALED APPROXIMATELY $80,917,429. THE MEDICAL CENTER BELIEVES THAT THESE COSTS SHOULD BE CONSIDERED A COMMUNITY BENEFIT. MEDICARE COST IS BASED ON THE MEDICARE COST REPORT WHICH COMBINES ROUTINE AND ANCILLARY COSTS. THE COST FOR ANCILLARY SERVICES IS BASED ON A RATIO OF COST TO CHARGES. ROUTINE SERVICES ARE BASED ON DIRECT ROUTINE COSTS AND ARE ALLOCATED BASED ON THE MEDICARE PATIENT DAYS AS A PERCENT OF THE MEDICAL CENTER'S TOTAL PATIENT DAYS.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistancePATIENT ACCOUNTS ARE NOT SENT TO COLLECTION WITHOUT GIVING PATIENTS ADEQUATE TIME TO BE EVALUATED OR RE-EVALUATED FOR FINANCIAL ASSISTANCE OR TO DEVELOP ALTERNATIVE PAYMENT ARRANGEMENTS. PATIENT ACCOUNTS WILL NOT BE SENT TO COLLECTION WHILE PENDING COMPLETION OF FINANCIAL COUNSELING. A PATIENT WILL BE GIVEN AT LEAST SEVEN BUSINESS DAYS NOTICE BEFORE HIS OR HER ACCOUNT IS SENT TO A COLLECTION AGENCY. NEITHER THE MEDICAL CENTER NOR ITS THIRD PARTY COLLECTION VENDORS WILL USE WAGE GARNISHMENT OR LIENS ON PRIMARY RESIDENCES AS A MEANS OF COLLECTING UNPAID HOSPITAL BILLS FROM PATIENTS WHO ARE ELIGIBLE FOR ANY FORM OF CHARITY CARE UNDER THE CHARITY CARE POLICY. ALL AGENCIES USED FOR COLLECTION ARE ADVISED ON THE MEDICAL CENTER'S POLICY IN WRITING AND THE CHARITY CARE POLICY IS INCORPORATED BY REFERENCE IN COLLECTION CONTRACTS WITH SUCH AGENCIES. THE MEDICAL CENTER RECEIVES WRITTEN ASSURANCES FROM THESE AGENCIES THAT THEY WILL ADHERE TO THE MEDICAL CENTER'S STANDARDS.
Schedule H, Part V, Section B, Line 16a FAP website- City of Hope National Medical Center: Line 16a URL: https://www.cityofhope.org/patients/helping-you-with-insurance-billing-and-legal-information;
Schedule H, Part V, Section B, Line 16b FAP Application website- City of Hope National Medical Center: Line 16b URL: https://www.cityofhope.org/patients/helping-you-with-insurance-billing-and-legal-information;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website- City of Hope National Medical Center: Line 16c URL: https://www.cityofhope.org/patients/helping-you-with-insurance-billing-and-legal-information;
Schedule H, Part VI, Line 2 Needs assessmentIN ADDITION TO THE TRI-ANNUAL COMMUNITY HEALTH NEEDS ASSESSMENT, CITY OF HOPE, ON AN ON-GOING BASIS, USES HEALTH STATUS DATA FROM SUCH SOURCES AS THE CALIFORNIA DEPARTMENT OF HEALTH SERVICES, THE LA COUNTY DEPARTMENT OF PUBLIC HEALTH, ECONOMIC DATA FROM THE SAN GABRIEL VALLEY ECONOMIC PARTNERSHIP AND A VARIETY OF PUBLICLY AVAILABLE DATA SETS TO EXPLORE NEED. LAY ADVISORY COUNCILS ARE USED EXTENSIVELY TO IDENTIFY AND PRIORITIZE COMMUNITY HEALTH NEEDS AND GUIDE PROGRAM DEVELOPMENT. OVERSIGHT TO ENSURE CITY OF HOPE'S REPORTABLE COMMUNITY BENEFIT PROGRAMS AND SERVICES ARE TARGETING THE NEEDS IDENTIFIED IN THE 2022 NEEDS ASSESSMENT, THE CBAC WILL MEET AT LEAST FOUR TIMES A YEAR. THE CBAC MEMBERS ARE INDIVIDUALS THAT REPRESENT THE LOCAL COMMUNITY WITH THE FOLLOWING AREAS OF EXPERTISE THAT HELP GUIDE TRANSPARENT COMMUNITY BENEFIT PROGRAMMING. EACH CBAC MEMBER MUST HAVE ONE OF THE FOLLOWING TALENTS AND/OR EXPERIENCES: - RESIDENCE IN A LOCAL COMMUNITY WITH A DISPROPORTIONATE PERCENTAGE OF UNMET HEALTH RELATED NEEDS - KNOWLEDGE AND EXPERTISE IN PRIMARY DISEASE PREVENTION - EXPERIENCE WORKING WITH LOCAL NONPROFIT COMMUNITY-BASED ORGANIZATIONS - KNOWLEDGE AND EXPERTISE IN EPIDEMIOLOGY - EXPERTISE IN THE ANALYSIS OF SERVICE UTILIZATION AND POPULATION HEALTH DATA MEMBERSHIP IN THE CBAC IS MADE UP OF REPRESENTATIVES FROM THE FOLLOWING ORGANIZATIONS: - AMERICAN CANCER SOCIETY - ARCADIA METHODIST HOSPITAL - CENTER FOR NON-PROFIT MANAGEMENT - CITY OF AZUSA - RECREATION AND FAMILY SERVICES - CITY OF DUARTE - SENIOR SERVICES - CITY OF PASADENA HEALTH DEPARTMENT - DUARTE UNIFIED SCHOOL DISTRICT - FOOTHILL UNITY CENTER - LOS ANGELES COUNTY DEPARTMENT OF HEALTH SERVICES - REGION SPA 3 - PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY - SET OF LIFE INC. - YWCA - SAN GABRIEL VALLEY Ms. Miki Carpenter and Ms. Patricia Duff Tucker serve as the co-chairs of CBAC. Throughout FY2023, CBAC met four times (Twice in person and twice virtually). During the course of this year, our CBAC worked toward achieving strategies identified in the 2021-2023 Implementation Strategy. Members reviewed and awarded the Healthy Living Grants and Kindness Grants, conducted virtual and on-site, site visits of the grantees, participated in the in-person Healthy Living Conference and provided guidance as we completed our 2022 Community Health Needs Assessment and shared the findings with our community. THE COMMUNITY BENEFIT DEPARTMENT ALSO ESTABLISHED AN INTERNAL HUB COMPRISED OF CITY OF HOPE STAFF MEMBERS WHO ARE RESPONSIBLE FOR CONTRIBUTING TO COMMUNITY BENEFIT PROGRAMS AND SERVICES. THEY MEET ON A QUARTERLY BASIS TO DISCUSS FEDERAL REPORTING REQUIREMENTS, RECEIVE TECHNICAL ASSISTANCE AND LEARN ABOUT CITY OF HOPE'S PROCESSES FOR ENSURING PROGRAMS ADDRESS PRIORITIES OUTLINED IN THE IMPLEMENTATION STRATEGY. ADDITIONALLY, THIS GROUP HAS AN INTERNAL WEBSITE THAT PROVIDES LINKS TO RESOURCES, COMMUNITY BENEFIT BEST PRACTICES AND INTERNAL TOOLS FOR SHARING AND BUILDING COLLABORATIONS THAT STRENGTHEN THE QUALITY OF STAFF CONTRIBUTIONS. MONITORING AND EVALUATION WE BELIEVE THAT TAKING A BUSINESS APPROACH TO PLANNING AND EVALUATING THE IDENTIFIED INITIATIVES WILL ENSURE THEIR LONG-TERM SUSTAINABILITY. WE REALIZE THAT EVALUATION IS NECESSARY TO MEASURE SUCCESS, AS WELL AS TO IDENTIFY AREAS NEEDING IMPROVEMENT. THE PROCESS CAN RESULT IN MORE EFFECTIVE INITIATIVES. CITY OF HOPE IS WORKING TO IDENTIFY THE BEST METHODS OF MONITORING AND EVALUATING THE IMPACT OF THE INITIATIVES IDENTIFIED IN THIS DOCUMENT. IN ORDER TO EFFICIENTLY DEPLOY RESOURCES AND MAXIMIZE RESULTS, CITY OF HOPE'S ANNUAL BUDGET WILL INCLUDE THE OPERATING FUNDS REQUIRED TO MANAGE, TRACK AND REPORT ON THE OUTCOMES AND IMPACTS OF ALL COMMUNITY BENEFIT PROGRAMS AND INITIATIVES.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistancePATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ARE INFORMED ABOUT THEIR POSSIBLE ELIGIBILITY FOR ASSISTANCE BY THE MEDICAL CENTER'S PATIENT FINANCIAL COUNSELORS PRIOR TO THEIR FIRST APPOINTMENT. IN ADDITION, DURING THE INITIAL MEETING BETWEEN CLINICAL SOCIAL WORKERS AND PATIENTS AND THEIR FAMILIES, ASSESSMENT OF A PATIENT'S NEED FOR ASSISTANCE WITH HOUSING, TRANSPORTATION, OBTAINING MEDICATIONS, AND OTHER FINANCIAL SUPPORT AND ELIGIBILITY FOR STATE AND FEDERAL PROGRAMS IS CONDUCTED. SOCIAL WORKERS AND OTHER MEDICAL CENTER STAFF REFER PATIENTS TO A MEDICAL CENTER RESOURCES COORDINATOR, WHO HELPS PATIENTS AND THEIR FAMILIES APPLY FOR ASSISTANCE AND ACCESS COMMUNITY RESOURCES. IN ADDITION, INFORMATION ABOUT MEDICAL CARE FOR THOSE WHO CANNOT AFFORD TO PAY IS CONTAINED IN A LETTER SENT TO ALL NEW PATIENTS PRIOR TO THEIR FIRST VISIT. THIS INFORMATION IS ALSO POSTED NEAR THE NEW PATIENT CHECK-IN DESK AND IS INCLUDED IN A GUIDE PROVIDED TO EVERY NEW PATIENT. THE MEDICAL CENTER'S PATIENTS AND THEIR FAMILIES CAN ALSO LEARN ABOUT FINANCIAL COUNSELING AND OTHER RESOURCES THROUGH THE INSTITUTION'S PATIENT AND FAMILY ORIENTATION CLASS. THIS CLASS IS OFFERED IN ENGLISH AND SPANISH AND IS AVAILABLE TO EVERY NEW PATIENT. INDIVIDUAL COUNSELING IS OFFERED TO PATIENTS WHO SPEAK OTHER LANGUAGES. IN ADDITION TO THE SUPPORT SERVICES PREVIOUSLY MENTIONED, CITY OF HOPE PROVIDES PATIENTS ACCESS TO ITS INTERNALLY DEVELOPED AND INTERNATIONALLY RECOGNIZED SUPPORTSCREEN PROGRAM. PATIENTS USE SUPPORTSCREEN ON TOUCH SCREEN TABLETS TO IDENTIFY THEIR PSYCHOLOGICAL, EMOTIONAL, PHYSICAL, SOCIAL, FINANCIAL AND PRACTICAL CONCERNS. PATIENTS' RESPONSES ARE IMMEDIATELY AVAILABLE TO CARE PROVIDERS AND REQUESTS FOR ASSISTANCE ARE AUTOMATICALLY ROUTED TO THE APPROPRIATE MEMBER OF THE PATIENT'S CARE TEAM, WHO THEN ADDRESS POTENTIAL PROBLEMS AND BARRIERS TO CARE. THE SUPPORTSCREEN SYSTEM ENABLES STAFF TO PROMPTLY FOLLOW UP WITH PATIENTS WHO ARE SIGNIFICANTLY CONCERNED ABOUT FINANCIAL ISSUES AND ARE SEEKING MORE INFORMATION OR SOMEONE TO TALK TO ABOUT ASSISTANCE AND RESOURCES.
Schedule H, Part VI, Line 4 Community informationCity of Hope, Los Angeles, is headquartered in the city of Duarte, situated at the base of the San Gabriel Mountains just 21 miles northeast of Los Angeles. Our services, however, extend far beyond our immediate community and, in fact, impact five major counties (Los Angeles, Orange, Riverside, San Bernardino and Ventura) where City of Hope operates over 30 clinical network locations . The majority of our patients come from Los Angeles County, specifically from communities within Service Planning Area 3 (SPA 3). City of Hope itself is within SPA 3, which includes 34 cities, such as Alhambra, Altadena, Arcadia, Azusa, Baldwin Park, Claremont, Covina, Diamond Bar, El Monte, Glendora, Irwindale, Monrovia, Monterey Park, Pasadena, Pomona, San Dimas, San Gabriel, San Marino, Temple City, Walnut and West Covina. IN SPA 3, THE HIGHEST POPULATION OF LATINOS IS IN POMONA AND EL MONTE. ALTADENA AND PASADENA HAVE THE HIGHEST CONCENTRATION OF BLACK PEOPLE. ALHAMBRA AND MONTEREY PARK HAVE THE HIGHEST POPULATION OF ASIANS IN SPA 3. AND PASADENA AND SIERRA MADRE ARE WHERE THE MOST RESIDENTS IDENTIFYING AS WHITE RESIDE. NATIVE AMERICANS AND HAWAIIAN/PACIFIC ISLANDERS RESIDE IN HIGHER NUMBERS WITHIN PASADENA, POMONA AND WEST COVINA - A SHIFT FROM THE 2013 TO 2017 DATA SHOWING BALDWIN PARK AND EL MONTE AS CITIES WITH THE HIGHEST POPULATIONS OF NATIVE HAWAIIANS/PACIFIC ISLANDERS AND AMERICAN INDIAN/NATIVE AMERICANS WITHIN SPA 3. THE RACE/ETHNIC BREAKDOWN OF SPA 3 POPULATION IS: 44.7% LATINO, 17.6% WHITE, 31.6% ASIAN AND 3.2% BLACK/AFRICAN AMERICAN. FROM 2017 TO 2020, THERE WAS A SLIGHT DECREASE AMONG THE WHITE POPULATION (19.3% IN 2017) AND AN INCREASE AMONG THE ASIAN POPULATION (29.9% IN 2017). IN 2017, IRWINDALE, LA PUENTE AND SOUTH EL MONTE HAD THE HIGHEST CONCENTRATION OF THE LATINO POPULATION, WITH A RATE OF 93.3%, 84.7% AND 82% RESPECTIVELY. IN 2020, THE THREE CITIES REMAINED HOME TO THE HIGHEST CONCENTRATION OF THE LATINO POPULATION WITH 90.8% IN IRWINDALE, 81.7% IN LA PUENTE AND 79.6% IN SOUTH EL MONTE. THE HIGHEST PROPORTION OF THE WHITE POPULATION IS IN SIERRA MADRE AT 62.5%, SIMILAR TO, THOUGH SLIGHTLY LOWER THAN 2017, WHEN THE SAME PROPORTION STOOD AT 66.6%. THIS RATE HAS DROPPED NEARLY 3% FROM 2013-2017 AND CONTINUED TO DROP FROM 2018-2020 BY ANOTHER 4.1%. THE HIGHEST POPULATION OF ASIANS RESIDE IN WALNUT (67.1%) AND MONTEREY PARK (66%). THE 2020 CENSUS ALSO SHOWS ASIAN POPULATIONS COMPRISING OVER 60% OF THE POPULATION IN NUMEROUS OTHER CITIES INCLUDING WALNUT (67.1%), MONTEREY PARK (66%), ARCADIA (64.6%), ROSEMEAD (64%), TEMPLE CITY (63.5%), SAN GABRIEL (63.4%), ROWLAND HEIGHTS (61.3%) AND SAN MARINO (60.6%). ALTADENA HAD THE HIGHEST CONCENTRATION OF BLACK/AFRICAN AMERICANS IN 2017 (21.7%) AND IN 2020 (16.7%) DESPITE A DECLINE OVER THE THREE-YEAR PERIOD. PASADENA ALSO HAD A HIGHER PROPORTION OF BLACK/AFRICAN AMERICANS (7.8%). Apart from Los Angeles County, the remaining counties of interest to City of Hope all have at least half of their respective populations speaking English only in the home. Los Angeles County continues to have the highest rates of foreign-language speakers in Spanish (38.7%) and other Indo-European languages (5.4%). All but Orange County have rates of Spanish speakers in the home greater than the state rate of 24.5%. Los Angeles and Orange counties have the highest proportion of households speaking Asian languages. Their rates, 10.8% and 15.2% respectively, are also greater than the State rate of 10%. When language is examined by city, nearly two-thirds of La Puente and South El Monte households speak Spanish at home, whereas less than 10% of households in Arcadia (6.6%), Sierra Madre (5.1%), San Marino (4.9%) and Bradbury (4.1%) speak Spanish. Over half of households within the cities of Rosemead, Rowland Heights, San Gabriel, Monterey Park (53.9%), and Temple City (51.6%) speak an Asian or Pacific Islander language at home. Altadena, Bradbury and Pasadena have the highest percentage of households who speak some other Indo-European Language. IN SPA 3, EIGHT CITIES HAVE POVERTY LEVELS GREATER THAN OR EQUAL THE STATE RATE OF 12.6%. THEY INCLUDE: AZUSA (14.3%), BALDWIN PARK (12.6%), EL MONTE (17.4%), PASADENA (14.0%), POMONA (17.3%), ROSEMEAD (13.5%) AND SOUTH EL MONTE (21.1%). THE FEDERAL GOVERNMENT MEASURES THE NUMBER OF PEOPLE IN POVERTY WITH THRESHOLDS ESTABLISHED AND UPDATED ANNUALLY BY THE U.S. CENSUS (FEDERAL POVERTY LEVEL). IN 2022, THE FEDERAL POVERTY LEVEL FOR AN INDIVIDUAL STOOD AT ANNUAL INCOME OF $13,590 WHILE FOR A FAMILY OF FOUR IT WAS $27,000. IN CALIFORNIA, WHERE THE COST OF LIVING IS HIGH, RESEARCH INDICATES THAT FAMILIES CAN EARN TWO OR MORE TIMES THE FEDERAL POVERTY LEVEL AND STILL STRUGGLE TO MEET THEIR BASIC NEEDS. ONE OF THE KEY DRIVERS OF HEALTH IS EDUCATIONAL ATTAINMENT - LOW LEVELS OF EDUCATION ARE OFTEN LINKED TO POVERTY AND POOR HEALTH. IN SPA 3, 14 CITIES RATE BELOW THE STATE IN THE RATE OF COLLEGE EDUCATED ADULTS, AGES 25 AND OLDER. SOUTH EL MONTE (7.7%) AND LA PUENTE (9.1%) HAVE THE LOWEST RATES OF COLLEGE GRADUATES IN SPA 3. SOUTH EL MONTE AND EL MONTE HAVE THE HIGHEST PERCENTAGE OF THOSE WITH NO HIGH SCHOOL EDUCATION, 29.1% AND 24.5% RESPECTIVELY. THE HIGHEST PERCENTAGE OF RESIDENTS WITH A HIGH SCHOOL DIPLOMA ARE FOUND IN BALDWIN PARK (29.5%), INDUSTRY, (34.8%), LA PUENTE (30.6%) AND VALINDA (30.4%). WALNUT (38.4%) AND SAN MARINO (40.1%) HAVE THE HIGHEST PERCENTAGE OF COLLEGE-EDUCATED ADULTS OVER THE AGE OF 25. SAN MARINO ALSO HAS THE SECOND-HIGHEST HOUSEHOLD MEDIAN INCOME AT $164,423. THOUGH SOUTH EL MONTE HAS THE LOWEST PERCENTAGE OF COLLEGE GRADUATES AND THE HIGHEST PERCENTAGE OF RESIDENTS WITH NO HIGH SCHOOL EDUCATION, THEY HAVE A HIGHER PERCENTAGE OF HIGH SCHOOL GRADUATES (27.3%) THAN THE STATE (20.4%). WHILE CITY OF HOPE IS A LEADING RESEARCH AND TREATMENT CENTER FOR CANCER, DIABETES, HIV/AIDS AND OTHER LIFE-THREATENING DISEASES, WE DO OUR BEST TO INCORPORATE SOCIAL DETERMINANTS OF HEALTH AND WHAT WE KNOW ABOUT OUR COMMUNITIES, INTO STRATEGIES THAT ADDRESS OTHER ROOT CAUSES OF HEALTH DISPARITY ON A BROADER BASIS.
Schedule H, Part VI, Line 5 Promotion of community healthCITY OF HOPE IS ACTIVELY ENGAGED IN PROMOTING THE HEALTH OF THE COMMUNITY THROUGH THE DELIVERY OF COLLABORATIVE PROGRAMS AND SERVICES FOCUSED ON VULNERABLE POPULATIONS. CITY OF HOPE PROVIDES A VARIETY OF COMMUNITY HEALTH IMPROVEMENT AND COMMUNITY BUILDING ACTIVITIES THAT ARE FURTHER DESCRIBED IN OUR 2023 COMMUNITY BENEFIT REPORT. ADDITIONALLY, CITY OF HOPE IS DEDICATED TO PROVIDING EDUCATIONAL OPPORTUNITIES TO COMMUNITY PROVIDERS OF HEALTH SERVICES AND WORK FORCE DEVELOPMENT FOR THOSE INDIVIDUALS REPRESENTING MINORITY AND/OR OTHER UNDER-REPRESENTED POPULATIONS. THE MEDICAL CENTER'S BOARD OF DIRECTORS IS COMPOSED OF CITY OF HOPE PHYSICIANS AND MEMBERS OF THE COMMUNITY WITH EXPERIENCE IN THE BUSINESS AND PHILANTHROPIC WORLD. AS ONE OF THE NATION'S 56 NCI - DESIGNATED COMPREHENSIVE CANCER CENTERS, THE MEDICAL CENTER SERVES A VITAL ROLE IN ITS COMMUNITY. THE MEDICAL CENTER INTEGRATES CLINICAL TREATMENT, PREVENTION, DISEASE CONTROL AND POPULATION RESEARCH IN THE COMMUNITY. AT ANY GIVEN TIME, THE MEDICAL CENTER CONDUCTS MORE THAN 300 CLINICAL TRIALS INVOLVING 25 PERCENT OF ITS PATIENTS (THE NATIONAL AVERAGE IS LESS THAN 5 PERCENT) DEMONSTRATING THE INSTITUTION'S COMMITMENT TO BRINGING NEW, MORE EFFECTIVE TREATMENTS TO INDIVIDUALS WITH CANCER. THE MEDICAL CENTER FUNDED AN ESTIMATED $146,013,081 IN CLINICAL TRIAL RESEARCH AND EDUCATION/TRAINING PROGRAMS DURING FISCAL YEAR 2023. THE MEDICAL CENTER OFFERS AN EXTENSIVE ARRAY OF PROGRAMS AND SERVICES THAT SERVE STUDENTS, POST-DOCTORAL TRAINEES, PHYSICIANS, NURSES AND OTHER HEALTHCARE PROFESSIONALS. SUPPORT FROM THE MEDICAL CENTER IS INTEGRAL TO VIRTUALLY ALL OF THESE PROGRAMS. HOSPITAL STAFF CONTRIBUTE THEIR EXPERTISE AS MENTORS AND PRESENTERS AND HOSPITAL FACILITIES SERVE AS VITAL SITES FOR CLINICAL TRAINING AND AS VENUES FOR CONFERENCES. THE MEDICAL CENTER SERVES AS A RESOURCE FOR YOUNG PHYSICIANS SEEKING TO DEVELOP EXPERTISE IN CANCER, DIABETES AND OTHER DISEASES. RECOGNIZED WORLDWIDE FOR ITS INNOVATIVE APPROACHES TO ADVANCING SCIENCE, THE MEDICAL CENTER OFFERS NUMEROUS HANDS-ON INTERNSHIPS, FELLOWSHIPS AND RESIDENCIES FOR HEALTH PROFESSIONALS IN A BROAD ARRAY OF AREAS INCLUDING CANCER GENETICS, BONE MARROW TRANSPLANTATION, MOLECULAR EPIDEMIOLOGY, PHARMACY, CLINICAL NUTRITION, HOSPITAL ADMINISTRATION, SOCIAL WORK, HEALTH EDUCATION, AND REHABILITATION. PROGRAM ALUMNI GO ON TO PROVIDE HEALTH CARE IN OUR COMMUNITIES. THE DEPARTMENT OF CONTINUING MEDICAL EDUCATION (CME), IN COLLABORATION WITH MANY OF THE DIVISIONS AT THE MEDICAL CENTER, OFFERS EXTRAMURAL, LOCAL, REGIONAL AND NATIONAL OUTREACH PROGRAMS. THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) AWARDED CITY OF HOPE'S CME PROGRAM ITS THIRD CONSECUTIVE ACCREDITATION WITH COMMENDATION IN 2023. ACCME CITED COMPLIANCE IN ALL CRITERIA AND ACCREDITATION POLICIES AND CHARACTERIZED OUR CME PROGRAM AS HAVING "...DEMONSTRATED AN ENGAGEMENT WITH YOUR ENVIRONMENT IN SUPPORT OF PHYSICIAN LEARNING AND CHANGE THAT IS PART OF A SYSTEM OF QUALITY IMPROVEMENT." ALTHOUGH CITY OF HOPE PROVIDES SPECIALTY CARE FOR LARGE NUMBERS OF PATIENTS FROM UNDERSERVED POPULATIONS, COMMUNITY PROVIDERS ARE THE FIRST LINE OF CARE FOR DISEASE PREVENTION AND EARLY DETECTION. FAMILY PRACTITIONERS, NURSE PRACTITIONERS AND REGISTERED NURSES ARE CHALLENGED BY THE EXTENT OF KNOWLEDGE THEY MUST HAVE TO TREAT ALL DISEASES IN PATIENTS OF ALL AGES. CITY OF HOPE ASSISTS THESE COMMUNITY CARE PROVIDERS BY PROVIDING THE INFORMATION THEY NEED TO REMAIN CURRENT ON THE DIAGNOSIS, TREATMENT AND PREVENTION OF CANCER AND DIABETES. THIS IS ACCOMPLISHED THROUGH A MULTIPRONGED APPROACH THAT INCLUDES: - ADDRESSING VULNERABLE POPULATIONS IN EVERY CONTINUING MEDICAL EDUCATION LECTURE, EITHER BY PRESENTING RESEARCH OR PROVIDING REFERENCES FOR FOLLOW-UP READING - HOLDING A MONTHLY CME DINNER ON VALUED TOPICS FOR FAMILY PRACTITIONERS RESIDING WITHIN A 30-MILE RADIUS - PROVIDING THE LATEST INFORMATION ON SCREENING GUIDELINES AND CLINICAL TRIALS FREE OF CHARGE ON CITY OF HOPE'S WEBSITE - INVITING AREA PRACTITIONERS TO ATTEND FREE "ASK THE EXPERTS TALKS" HELD AT CITY OF HOPE - GIVING LECTURES AT COMMUNITY PRACTICE SITES WITH A LARGE UNDERSERVED POPULATION, INCLUDING ANTELOPE VALLEY AND SOUTH PASADENA - PROVIDING ACCREDITED TALKS ON SUCH TOPICS AS SUPPORTIVE CARE, PALLIATIVE CARE AND HOW TO TALK WITH PATIENTS IN A CULTURALLY SENSITIVE MANNER FOR PHYSICIANS AND NURSES AT MAJOR MEDICAL MEETINGS. THE MEDICAL CENTER OFFERS COMMUNITY EDUCATION FORUMS ON CONTEMPORARY ISSUES SUCH AS HEALTH CARE REFORM, DIABETES, SICKLE CELL DISEASE AND HIV/AIDS. AT THESE EDUCATION PROGRAMS PHYSICIANS, RESEARCHERS AND STAFF DISCUSS DISEASES, TREATMENTS AND RESEARCH AND RESPOND TO QUESTIONS FROM THE PUBLIC. ACCORDING TO THE CENTERS FOR DISEASE CONTROL (2013) ACHIEVING HEALTH EQUITY, ELIMINATING HEALTH DISPARITIES, AND IMPROVING THE HEALTH OF ALL AMERICANS ARE OVERARCHING GOALS TO IMPROVE AND PROTECT THE NATION'S HEALTH. A SIGNIFICANT BARRIER TO ACCESSING CARE IS PROVIDING A WORKFORCE THAT IS REFLECTIVE OF THE CULTURAL AND LINGUISTIC PRACTICES OF OUR LOCAL COMMUNITY. AT CITY OF HOPE, IN ADDITION TO PREVENTING DISEASE, UPHOLDING SUSTAINABLE ENVIRONMENTAL PRACTICES, AND FOSTERING A BROAD RANGE OF PARTNERSHIPS TO COLLABORATIVELY ADVANCE THE HEALTH OF OUR COMMUNITIES, WE ARE ALSO COMMITTED TO IMPROVING EDUCATION OPPORTUNITIES THAT CAN LEAD TO CAREERS IN HEALTH CARE FOR UNDERREPRESENTED ETHNIC/CULTURAL GROUPS. THROUGH STRONG INTERNAL RELATIONSHIPS AND IMPORTANT COLLABORATIONS WITH OUR LOCAL COMMUNITY, WE HAVE BEEN ABLE TO DELIVER A VARIETY OF PROGRAMS THAT CAN INCREASE INTEREST IN HEALTH CARE FIELDS FROM HIGH SCHOOL STUDENTS TO ADULTS LIVING IN OUR SERVICE AREA. ONE OF THE MOST IMPORTANT THINGS WE CAN DO FOR OUR COMMUNITY IS TO BUILD OUR CAPACITY TO CARE FOR PATIENTS WITH UNIQUE NEEDS. THE JOURNEY TO DEVELOP A SUSTAINABLE SYSTEM TO ADDRESS THE FOOD INSECURITY OF OUR PATIENTS, THAT BEGAN IN FY2021 CONTINUED THROUGHOUT FY2023. WORKING IN A CROSS DISCIPLINE APPROACH NEWLY ADMITTED PATIENTS ARE SCREENED FOR FOOD INSECURITY, USING THE HUNGER VITAL SIGNS TWO VALIDATED FOOD INSECURITY QUESTIONS. PATIENTS IDENTIFIED AS "OFTEN "SOMETIMES" TO THE QUESTIONS ARE PROVIDED A CONSULTATION WITH THE CITY OF HOPE DIETICIANS, A REFERRAL TO LOCAL FOOD AGENCY FOR MEDICALLY TAILORED MEALS OR RESOURCES, AND PROVIDED AN OPPORTUNITY TO ORDER A 25 LB BAG OF FOOD UPON DISCHARGE. ADDITIONALLY, CITY OF HOPE CONTINUED TO OFFER THE QUARTERLY PRODUCE FOR PATIENTS WHERE CITY OF HOPE EMPLOYEES PROVIDE THE VOLUNTEER LABOR TO SORT AND DISTRIBUTE THE PRODUCE TO SELF-IDENTIFYING FOOD INSECURE PATIENTS. DURING FY2023 26,000 POUNDS OF FRESH PRODUCE WERE PROVIDED TO PATIENTS. CITY OF HOPE CONTINUES TO PARTICIPATE AS A LEADER IN THE SPA3 HOSPITAL COLLABORATIVE'S FOOD FOR ALL PROGRAM WITH THE INTENT TO MAKE REGIONAL IMPACT OF FOOD INSECURITY. A FEW ADDITIONAL EXAMPLES OF WAYS IN WHICH THE MEDICAL CENTER PROMOTES THE HEALTH OF ITS COMMUNITY IS THROUGH TECHNICAL ASSISTANCE PROVIDED TO GOVERNMENT AGENCIES AND COMMUNITY ORGANIZATIONS, CONTRIBUTIONS TO RESEARCH LITERATURE AND LEADERSHIP OF COMMUNITY BOARDS.
Schedule H, Part VI, Line 6 Affiliated health care systemSince 2011, THE City of Hope MEDICAL FOUNDATION HAS FOSTERED INCREASED COLLABORATION BETWEEN PHYSICIANS AND THE MEDICAL CENTER IN PROVIDING PATIENT CARE AND SERVICES TO THE COMMUNITY. THE MEDICAL FOUNDATION OPERATES CLINICAL NETWORK LOCATIONS IN ANTELOPE VALLEY, ARCADIA, COLTON, BURBANK, CORONA, GLENDALE, GLENDORA, HUNTINGTON MEMORIAL HOSPITAL, MISSION HILLS, NEWPORT BEACH, ORANGE, PASADENA, RIVERSIDE, SAN BERNARDINO, SANTA CLARITA, SANTA MONICA, SHERMAN OAKS, SIMI VALLEY, SOUTH BAY, SOUTH PASADENA, TEMECULA, THOUSAND OAKS, TORRANCE, UPLAND, WEST COVINA, WEST HILLS, WILDOMAR, AND THE DESERT REGIONAL MEDICAL CENTER. THE MEDICAL FOUNDATION SUPPORTS THE MEDICAL CENTER'S MISSION OF ADVANCING HIGH-QUALITY PATIENT CARE, INNOVATIVE RESEARCH AND EDUCATION PROGRAMS AND HAS ENABLED THE MEDICAL CENTER TO EXPAND SERVICES INTO THE COMMUNITY. As the BECKMAN RESEARCH INSTITUTE of the City of Hope IS A SEPARATE ENTITY, THE MYRIAD OF CONTRIBUTIONS TO COMMUNITY WELL-BEING MADE BY the Institute's DEPARTMENTS ARE NOT REFLECTED IN THE COMMUNITY BENEFIT amounts REPORTED ON SCHEDULE H. THE CENTER OF COMMUNITY ALLIANCE FOR RESEARCH AND EDUCATION (CCARE) WITHIN THE BECKMAN RESEARCH INSTITUTE IS THE FOCAL POINT FOR POPULATION SCIENCES COMMUNITY ENGAGEMENT INITIATIVES. CCARE FOCUSES INITIATIVES IN THREE AREAS: 1. PREVENTION - EDUCATION, SCREENING/EARLY DETECTION AND FOLLOW-UP 2. RESEARCH - THERAPEUTIC, NON-THERAPEUTIC AND OBSERVATIONAL; AND 3. TRAINING - EDUCATION AND MENTORING OF STUDENTS, RESEARCHERS, CLINICIANS AND COMMUNITY ADVOCATES CITY OF HOPE'S DIVISION OF NURSING RESEARCH AND EDUCATION, WHICH IS HOUSED WITHIN THE BECKMAN RESEARCH INSTITUTE, CONDUCTS INTERDISCIPLINARY RESEARCH ORGANIZED AROUND THE QUALITY OF LIFE AND SYMPTOM MANAGEMENT OF ONCOLOGY PATIENTS. STUDIES CONDUCTED IN THE DEPARTMENT EXTEND ACROSS THE TRAJECTORY OF DISEASE, FROM DIAGNOSIS AND TREATMENT TO SURVIVORSHIP AND END-OF-LIFE CARE. FINDINGS FROM THIS RESEARCH ARE DISSEMINATED THROUGH MULTIPLE COURSES OFFERED THROUGHOUT THE YEAR TO HEALTH PROFESSIONALS FROM ACROSS THE COUNTRY. THROUGH THE BECKMAN RESEARCH INSTITUTE, CITY OF HOPE OFFERS A PAID 10-WEEK SUMMER RESEARCH INTERNSHIP FOR 50 TO 70 HIGH SCHOOL STUDENTS FROM ALL OVER THE UNITED STATES, WITH 21 INTERNSHIPS RESERVED FOR STUDENTS FROM LOS ANGELES COUNTY. EACH YEAR, AN AVERAGE OF 1,500 APPLICATIONS ARE RECEIVED. THE SAN GABRIEL VALLEY SCIENCE EDUCATION PARTNERSHIP AWARD COLLABORATIVE (SEPAC) SEPAC WAS A PARTNERSHIP BETWEEN CITY OF HOPE AND THE DUARTE UNIFIED SCHOOL DISTRICT THAT WAS SUPPORTED BY A FIVE-YEAR GRANT FROM THE NATIONAL INSTITUTES OF HEALTH. CITY OF HOPE FACULTY, SCIENTISTS AND PRE-DOCTORAL STUDENTS DONATED THEIR SERVICES TO PROVIDE HANDS ON BIOMEDICAL SCIENCE EDUCATION TO 2ND, 5TH AND 8TH GRADERS THROUGHOUT THE ACADEMIC YEAR. THE GOAL OF SEPAC WAS TO INCREASE UNDERSTANDING OF THE CONNECTION BETWEEN SCIENCE AND HEALTH THROUGH FUN, INTERACTIVE, HANDS-ON ACTIVITIES AND TO INCREASE THE PIPELINE OF UNDERREPRESENTED MINORITY STUDENTS PURSUING COLLEGE MAJORS AND CAREERS IN THE SCIENCES AND TECHNOLOGY. MULTIPLE INTERACTIONS PROVIDED OVER THE COURSE OF K-12 SCHOOLING HELP BUILD AND MAINTAIN INTEREST, WHILE PREPARING STUDENTS TO ENTER COLLEGE WITH REAL-WORLD RESEARCH EXPERIENCE.
Schedule H, Part VI, Line 7 State filing of community benefit reportCA

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (10 entries)

Recipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
City of Hope Medical Foundation
274803222§ 501(c)(3)$8,000,000Operating Support.
California Health Foundation and Trust
941498697§ 501(c)(3)$53,951See Part IV
Lyte Foundation Inc
920433406§ 501(c)(3)$25,000Healthy Living Grant
Foothill Unity Center Inc
954310817§ 501(c)(3)$19,500Americorps sponsorship
Antelope Valley Partners for Health
470957404§ 501(c)(3)$10,400Community Building Grant
Inland Valley Hope Partners
952674837§ 501(c)(3)$10,000Community Building Grant
Montclair Community Foundation
264180900§ 501(c)(3)$10,000Healthy Living Grant
Public Health Foundation Enterprises Inc
952557063§ 501(c)(3)$10,000Community Benefit Grant; Health Consortium of the San Gabriel Valley
Rainbow Labs Mentoring Inc
863680722§ 501(c)(3)$10,000Healthy Living Grant
Growing Hope Gardens
834524045§ 501(c)(3)$8,420Healthy Living and Kindness Grants
FieldValueIRS element (for citing)
Total501c3 Org10Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationAS PART OF THE CALIFORNIA HOSPITAL PROVIDER FEE PROGRAM THAT BECAME LAW ON SEPTEMBER 8, 2010, THE MEDICAL CENTER ENTERED INTO AN ENFORCEABLE PLEDGE AGREEMENT WITH THE CALIFORNIA HEALTH FOUNDATION and TRUST (CHFT). THE PLEDGE WAS TO SUPPORT CHARITABLE ACTIVITIES AT VARIOUS INDEPENDENT HOSPITALS AND HOSPITAL/HEALTH SYSTEMS IN CALIFORNIA, INCLUDING MEASURES TO ALLEVIATE LOSSES POTENTIALLY RESULTING FROM THE IMPLEMENTATION OF THE CALIFORNIA HOSPITAL PROVIDER FEE PROGRAM. THE MEDICAL CENTER DOES NOT MONITOR GRANTS MADE TO CHFT ONCE THEY HAVE BEEN MADE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GREGORY D SCHETINA
Former Officer$0$9,800$0$0$43,544$130,632$0$0$0$0$43,544$140,432$43,544$130,632
MICHAEL A CALIGIURI MD
President$1,021,597$113,475$657,015$72,979$82,936$9,212$92,670$10,293$42,155$4,682$1,896,373$210,641$259,829$28,861
DONALD J MATTHEWSON
Asst. Treasurer & VP, Treasury & Fin. Strategy$90,901$272,703$17,518$52,554$37,313$111,939$2,315$6,945$2,568$7,704$150,615$451,845$14,300$42,900
CRISTIN O'CALLAHAN
Corp. Secretary & General Counsel$115,652$462,608$74,646$298,584$7,770$31,080$28,962$115,848$9,212$36,848$236,242$944,968$8,836$26,508
JENNIFER A PARKHURST
Treasurer & CFO - Until 6/30/23$180,458$721,832$212,061$848,244$20,381$81,524$18,492$73,968$10,252$41,008$441,644$1,766,576$54,104$162,312
Susan J Brown PhD RN
SVP, Patient Care Services & Chief Nursing Officer$584,459$0$238,177$0$93,357$0$58,084$0$38,686$0$1,012,763$0$45,514$0
Debra Fields
EVP & Chief Transformation Officer$203,066$609,198$277,133$831,399$19,449$58,347$62,798$188,394$13,807$41,421$576,253$1,728,759$46,850$140,550
Mark Hulse
Chief Digital Officer$193,859$581,577$238,735$716,205$25,017$75,051$49,651$148,953$7,670$23,010$514,932$1,544,796$41,763$125,289
VINCENT JENSEN
Chief Clinical Operating Officer$335,699$335,699$126,085$126,085$31,806$31,806$40,400$40,400$20,295$20,295$554,285$554,285$24,594$24,594
ROBERT W STONE
COH PRESIDENT & CEO$580,347$1,354,144$662,429$1,545,667$52,153$121,691$232,122$541,618$12,247$28,576$1,539,298$3,591,696$171,486$400,134
VIJAY TRISAL MD
Chief Medical Officer$558,276$139,570$210,222$52,556$71,335$17,833$52,665$13,167$38,748$9,688$931,246$232,814$45,156$11,289
Annette M Walker MHA
President, COH OC Cancer Center$566,205$304,881$652,609$351,404$91,157$49,084$142,778$76,881$23,923$12,881$1,476,672$795,131$125,032$67,325
Stephen Gruber MD PhD MPH
Director, Center for Precision Medicine$782,667$0$246,880$0$247,820$0$9,260$0$43,214$0$1,329,841$0$129,395$0
Edward Kim MD
SVP, Physician in Chief - OC$844,063$0$283,662$0$24,882$0$120,911$0$54,508$0$1,328,026$0$0$0
HARLAN LEVINE MD
President, Health Innovation & policy$305,612$713,093$521,338$1,216,455$31,755$74,096$79,108$184,586$13,020$30,380$950,833$2,218,610$76,050$177,450
PHILIP OKALA
COH System President - Until 5/18/23$76,003$304,012$250,000$1,000,000$32,764$131,056$2,583$10,332$2,362$9,448$363,712$1,454,848$0$0
Steven T Rosen MD
Chief Scientific Officer$275,758$643,436$187,587$437,702$36,535$85,248$72,386$168,901$5,371$12,533$577,637$1,347,820$70,148$163,678

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelTHE MEDICAL CENTER PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planTHE MEDICAL CENTER HAS A NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PRIOR TO VESTING, THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. For CALENDAR YEAR 2022, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: Robert W. Stone - $42,937 Jennifer Parkhurst - $23,879 Annette M. Walker - $39,419 Debra Fields - $22,434 Mark Hulse - $25,046 Steven T. Rosen - $34,782 Stephen Gruber - $61,681 Vijay Trisal - $19,139 Vincent Jensen - $9,126 Susan J. Brown - $17,261 Donald Matthewson - $36,790 Additionally, the following individuals received payments from the plan during the calendar year: GREGORY D. SCHETINA - $174,175
Schedule J, Part I, Line 7 Non-fixed paymentsTHE MEDICAL CENTER'S EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO THREE (3) KEY PERFORMANCE INDICATORS AND TWO OR MORE INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF THE CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY PERFORMANCE INDICATORS ARE WEIGHTED AT 50 PERCENT AND THE INDIVIDUAL OBJECTIVES ARE WEIGHTED AT 50 PERCENT. THE AIP IS UNDER THE CONTROL OF AND ADMINISTERED BY THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY THE MEDICAL CENTER AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY, IN ITS DISCRETION, CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THESE CIRCUMSTANCES (CANCELLATION POLICY): (A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; (B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OR MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2022 WAS PAID IN CALENDAR YEAR 2022 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). THE MEDICAL CENTER HAS AN EXECUTIVE LONG-TERM INCENTIVE PLAN (LTI) FOR CERTAIN EXECUTIVES THAT IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 8) RUNS FROM OCTOBER 1, 2019 THROUGH SEPTEMBER 30, 2022 WITH A NEW THREE YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 9 RUNS FROM OCTOBER 1, 2020 THROUGH SEPTEMBER 30, 2023). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE LTI, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY THE MEDICAL CENTER AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE LTI DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2022, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED ABOVE. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED PAYOUT OF PLAN CYCLE 8 LTI INCENTIVES (OCTOBER 1, 2019 THROUGH SEPTEMBER 30, 2022) IN DECEMBER 2022. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
California Health Facilities Financing Authority
A52164382813033LN372012-11-14$140,805,678REFUNDED ISSUES DATED 5/26/2006 AND 06/01/2007 AND FINANCED CAPITAL PROJECTSfalsefalsefalse
California Health Facilities Financing Authority
B52164382813033LN372012-11-14$130,787,655REFUND 1999A CERTIFICATES OF PARTICIPATION ISSUED ON APRIL 8, 1999 THROUGH THE CITY OF DUARTE.falsefalsefalse
California Health Facilities Financing Authority
C5216438280000000002017-02-10$32,680,000REFUND Series 2012C ISSUE DATED 11/14/2012falsefalsefalse
California Health Facilities Financing Authority
D52164382813032UUN62019-07-31$384,529,099Capital Projectsfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$81,336,366$0$140,811,319$0$1,026,220$0$1,565,251$0$0$90,708,393$47,511,455$02015Yes (true)falseYes (true)Yes (true)
B$0$0$130,787,655$0$0$0$1,425,066$0$0$0$129,362,589$02012Yes (true)falseYes (true)Yes (true)
C$0$0$32,680,000$0$0$0$180,000$0$0$0$32,500,000$02017Yes (true)falseYes (true)Yes (true)
D$0$0$403,503,507$0$45,735,959$0$3,258,284$0$0$278,987,377$0$75,521,887falsefalsefalsefalse

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00360.00.0036falsefalseYes (true)
B0.0
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00570.00.0057falsefalseYes (true)
Dfalsefalsefalsefalse0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Wells Fargo Bank NA
AfalsefalsefalseYes (true)Yes (true)Yes (true)30.0falsefalsefalsefalseYes (true)
Wells Fargo Bank NA
BfalsefalseYes (true)falseYes (true)Yes (true)30.0falsefalsefalsefalseYes (true)
Wells Fargo Bank NA
CfalsefalseYes (true)Yes (true)Yes (true)Yes (true)25.8falsefalsefalsefalseYes (true)
(no name)
DfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I LINE A, COLUMN (E)AN ELECTION WAS MADE UNDER 1.150-1(C)(3) TO TREAT THE BOND ISSUE AS TWO SEPARATE ISSUES AND WAS REPORTED ON TWO SEPARATE FORMS 8038. ONE WAS FOR REFUNDING THE CITY OF HOPE NATIONAL MEDICAL CENTER'S CITY OF DUARTE CERTIFICATES OF PARTICIPATION SERVICES 1999A AND THE OTHER WAS FOR REFUNDING (1) THE CITY OF HOPE NATIONAL MEDICAL CENTER PROJECT SERIES 2006A, B, C ISSUES AND (2) BECKMAN RESEARCH INSTITUTE'S 2007 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY ISSUE. THIS SECOND FORM 8038 REPORTED AN ISSUE PRICE OF $198,734,018. FOR PURPOSES OF SCHEDULE K REPORTING, THE MEDICAL CENTER IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE OF $140,805,678. BECKMAN RESEARCH INSTITUTE IS REPORTING AN ISSUE PRICE OF $57,928,340. THE DIFFERENCE BETWEEN THE ALLOCABLE ISSUE PRICE OF $140,805,678 AND THE TOTAL PROCEEDS OF THE ISSUE OF $140,811,319 IS DUE TO investment earnings included in Line 3, Total Proceeds of Issue.
Schedule K, Part I LINE D, COLUMN (E)THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $384,529,099 AND THE TOTAL PROCEEDS OF THE ISSUE OF $403,503,507 IS DUE TO investment earnings included in Line 3, Total Proceeds of Issue.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: California Health Facilities Financing Authority The calculation for computing no rebate due was performed on 11/14/2022
Schedule K, Part IV, Line 2c COLUMN CIssuer name: California Health Facilities Financing Authority The calculation for computing no rebate due was performed on 02/10/2022

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 1 Organization's MissionCITY OF HOPE NATIONAL MEDICAL CENTER IS PART OF AN INTEGRATED SYSTEM KNOWN AS CITY OF HOPE THAT COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE AUXILIARIES, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, AND ITS AFFILIATES, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESSHOPE, LLC, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, WHICH IS AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATION INSTITUTION COMMITTED TO TRANSFORMING THE FUTURE OF HEALTH BY TURNING SCIENCE INTO PRACTICAL BENEFIT AND HOPE INTO REALITY, COH HoldCo Inc, WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX) SOUTHEASTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE ATLANTA) AND MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO). WE ACCOMPLISH THIS THROUGH COMPASSIONATE PATIENT CARE, INNOVATIVE RESEARCH, AND MEDICAL AND SCIENTIFIC EDUCATION FOCUSED ON ELIMINATING CANCER AND DIABETES. CITY OF HOPE IS GUIDED BY A COMPASSIONATE, PATIENT-CENTERED PHILOSOPHY THAT IS DEDICATED TO THE PREVENTION AND CURE OF CANCER AND OTHER LIFE-THREATENING DISEASES.
Form 990, Part V, Line 2a Common Paymaster ArrangementMOST OF CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES, AS WELL AS A FEW OF ITS HIGHEST COMPENSATED EMPLOYEES, PROVIDE SERVICES TO MORE THAN ONE CITY OF HOPE ENTITY, AND MANY OF THEM PROVIDE SERVICES TO ALL OF THE ENTITIES. FOR A NUMBER OF THESE CONCURRENTLY EMPLOYED INDIVIDUALS, THE ENTITIES HAVE DESIGNATED THE MEDICAL CENTER AS A "COMMON PAYMASTER" DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME, EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF THE CITY OF HOPE ENTITIES BASED ON THE INDIVIDUAL'S ESTIMATE OF THEIR TIME SPENT IN AND FOR EACH ENTITY. AS "COMMON PAYMASTER", THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE COMBINED PAYCHECK AND ONE FORM W-2.
Form 990, Part VI, Line 6 Classes of members or stockholdersCITY OF HOPE (FEIN: 95-3435919) IS THE SOLE CORPORATE MEMBER OF THE CITY OF HOPE NATIONAL MEDICAL CENTER (THE "MEDICAL CENTER").
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyCITY OF HOPE, AS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER, HAS THE POWER TO ELECT THE BOARD OF DIRECTORS OF THE MEDICAL CENTER.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersCERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF THE MEDICAL CENTER, INCLUDING: BORROWING MONEY IN THE NAME OF THE MEDICAL CENTER OR UTILIZING PROPERTY OWNED BY THE MEDICAL CENTER AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO THE MEDICAL CENTER EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF THE MEDICAL CENTER; MAKE, EXECUTE OR DELIVER ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR ANY BOND, CONFESSION OF JUDGMENT, CHATTEL MORTGAGE, SECURITY AGREEMENT, DEED, GUARANTY, INDEMNITY BOND, SURETY BOND, OR CONTRACT TO SELL OR BILL OF SALE OF THE PROPERTY OF THE MEDICAL CENTER; ACQUIRE, PURCHASE, DEVELOP, IMPROVE, SELL, LEASE, OR MORTGAGE ANY CORPORATE REAL ESTATE OR ANY INTEREST THEREIN OR ENTER INTO ANY CONTRACT FOR ANY SUCH PURPOSES; OR MAKE ANY LOAN, INVESTMENT, TRANSFER OR DISPOSITION OF ANY ASSETS OF THE MEDICAL CENTER OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF THE MEDICAL CENTER OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY OPERATIONS; OR ESTABLISH CAPITAL AND OPERATING BUDGETS OR ADOPT MATERIAL CHANGES THERETO; OR ANY ACTION THAT COULD REASONABLY BE EXPECTED TO HAVE A MATERIAL ADVERSE EFFECT ON THE 501(C)(3) STATUS OF TAX EXEMPT BONDS OF CITY OF HOPE. THE FOLLOWING REQUIRE GOVERNING BODY APPROVAL (AS WELL AS THE APPROVAL OF THE SOLE CORPORATE MEMBER): THE ADOPTION OF, OR MATERIAL CHANGE IN, THE MISSION OF THE MEDICAL CENTER; SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS; MERGER AND ITS PRINCIPAL TERMS (AND ANY AMENDMENT TO THOSE TERMS); DISSOLUTION OF THE CORPORATION; ADOPTION OF OPERATING AND CAPITAL BUDGETS; ACQUISITIONS AND CAPITAL EXPENDITURES MEETING A CERTAIN FINANCIAL THRESHOLD; BORROWINGS, GUARANTIES, LOAN, AND BOND ISSUANCE MEETING A CERTAIN FINANCIAL THRESHOLD; CREATION OF A NEW (OR ACQUISITION OF A CONTROLLING INTEREST IN AN EXISTING) CORPORATION, PARTNERSHIP OR LIMITED LIABILITY COMPANY; AND ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES.
Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing bodyThere are no committees with the authority to act on behalf of the governing body.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyA COPY OF THE FORM 990 IS REVIEWED BY THE RISK, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF THE MEDICAL CENTER. THE FORM 990 INFORMATION IS COMPILED BY THE TAX TEAM AND PROVIDED TO EY, AN EXTERNAL ACCOUNTING FIRM, FOR THE PREPARATION OF FORM 990, WHICH IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND EXTERNAL PARTICIPANTS, INCLUDING EY, AND RETAINED OUTSIDE TAX COUNSEL. PRIOR TO FILING, THE MEDICAL CENTER FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW.
Form 990, Part VI, Line 12c Conflict of interest policyALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS MEMBERS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEW OF CONFLICT DISCLOSURES ARE MADE BY CITY OF HOPE'S GENERAL COUNSEL AND CHIEF ETHICS AND COMPLIANCE OFFICER AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CLASSIFICATION OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS, AND MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION-MAKING PROCESS RELATING TO BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. AS PART OF A CONFLICT MANAGEMENT PLAN, MONITORING TRANSACTIONS FOR CONFLICTS OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES AGAINST TRANSACTIONS. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE City of Hope National Medical Center BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE PRESIDENT AND CEO. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR THE PRESIDENT AND CEO IN DECEMBER.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTHE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE") PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE City of Hope National Medical Center BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF, OR ESTABLISHING COMPENSATION LEVELS FOR TOTAL COMPENSATION CONSISTENT WITH CITY OF HOPE'S COMPENSATION PHILOSOPHY, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS IN DECEMBER TO SET COMPENSATION LEVELS, OR WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL.
Form 990, Part VI, Line 19 Required documents available to the publicTHE MEDICAL CENTER'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FROM THE SECRETARY OF STATE. CITY OF HOPE'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER. THE MEDICAL CENTER'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC.
Form 990, Part VII, Section A Average Hours Devoted Reported in Column (B)FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED ON FORM 990, PART VII, SECTION A, COLUMN (B), BY AN ESTIMATE OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE AVERAGE HOURS REPORTED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD FOUR REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2023. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD Five REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2023.
Form 990, Part VII, Section B, Line 1, Column (C) Compensation Paid to Independent ContractorsIT IS POSSIBLE THAT A PORTION OF THE AMOUNTS REPORTED FOR CONSTRUCTION SERVICES INCLUDE REIMBURSEMENT FOR EXPENSES, IN ADDITION TO AMOUNTS PAID FOR SERVICES. HOWEVER, THE AMOUNTS ARE NOT DISTINGUISHABLE FROM ONE ANOTHER.
Form 990, Part VIII, Line 2f Other Program Service RevenueSpecialized Lab Revenue - Total Revenue: 4958536, Related or Exempt Function Revenue: 4958536, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other FeesPurchased Services - Total Expense: XXX-XX-XXXX, Program Service Expense: 98962498, Management and General Expenses: 40790640, Fundraising Expenses: ; Clinical Research/Teaching and Administrative - Total Expense: XXX-XX-XXXX, Program Service Expense: 98365221, Management and General Expenses: 40512996, Fundraising Expenses: ; Registry & Staffing Fees - Total Expense: 20872765, Program Service Expense: 14783846, Management and General Expenses: 6088919, Fundraising Expenses: ; Consulting & Management Fees - Total Expense: 29561787, Program Service Expense: 20938141, Management and General Expenses: 8623646, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesCHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT - 3182299;
Schedule F, Part I, Line 3(e) Activities In Region(s)INVESTMENT ACTIVITIES OF THE MEDICAL CENTER INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN ISLAND EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 1.75% OF THE MEDICAL CENTER'S OVERALL CASH AND INVESTMENT PORTFOLIO. THE MEDICAL CENTER'S ALTERNATIVE INVESTMENTS CONSIST OF EQUITY COMMINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE SECURITIES AND FUND LIMITED PARTNERSHIPS. VARIOUS STRATEGIES SEEK TO ACHIEVE ATTRACTIVE RISK ADJUSTED RETURNS ACROSS PUBLIC AND PRIVATE EQUITY AND DEBT SECURITIES, DERIVATIVES, PRIVATE COMPANIES, VENTURE CAPITAL, REAL ESTATE, ETC. THESE ALTERNATIVE INVESTMENTS MAY INVEST IN BOTH REGISTERED AND NON-REGISTERED SECURITIES IN THE U.S. AND GLOBALLY, WITH EXPOSURE TO BOTH EMERGING AND DEVELOPED MARKETS. THE MEDICAL CENTER'S HEDGE FUND INVESTMENTS CONSIST OF DIRECT AND MULTI-MANAGER "HEDGE FUND OF FUND" INVESTMENTS. STRATEGIES INCLUDE LONG/SHORT EQUITY, LONG/SHORT CREDIT, AND OTHER STRATEGIES. INVESTMENTS IN HEDGE FUNDS HAVE LIMITED LIQUIDITY AND MAY BE SUBJECT TO VARIOUS LOCKUP PERIODS, REDEMPTION FEES, AND NOTICE REQUIREMENTS. HEDGE FUNDS TYPICALLY RESERVE THE RIGHT TO REDUCE OR SUSPEND REDEMPTIONS (GATING EVENT) AND TO SATISFY REDEMPTIONS BY MAKING DISTRIBUTIONS IN KIND, UNDER CERTAIN CIRCUMSTANCES. ADDITIONALLY, HEDGE FUNDS MAY HOLD, DIRECTLY OR INDIRECTLY, SIDE-POCKET INVESTMENTS WHERE NO REDEMPTIONS ARE PERMITTED UNTIL SUCH INVESTMENTS ARE LIQUIDATED OR DEEMED REALIZED. REDEMPTION PERIODS RANGE MONTHLY, QUARTERLY, OR ANNUALLY WITH NOTICE REQUIREMENTS BETWEEN 30 TO 90 DAYS. The Medical Center ALSO INVESTS IN FUND LIMITED PARTNERSHIPS WITH PRIVATE EQUITY LIKE TERMS, INCLUDING CAPITAL CALLS DURING ITS INVESTMENT PERIOD. THESE SELECT FUNDS, WHICH ARE CURRENTLY OPPORTUNISTIC CREDIT STRATEGIES, ARE CLASSIFIED UNDER HEDGE FUNDS. THE MEDICAL CENTER'S PRIVATE EQUITY INVESTMENTS CONSIST OF FUND LIMITED PARTNERSHIPS. STRATEGIES INCLUDE BUYOUT, VENTURE/GROWTH CAPITAL, DEBT, AND SECONDARY PRIVATE EQUITY. FUND TERMS ARE TYPICALLY TEN YEARS OR GREATER. THE MEDICAL CENTER MAY NOT WITHDRAW, SELL, ASSIGN, OR TRANSFER ITS INTERESTS IN THESE FUNDS, EXCEPT IN CERTAIN, VERY LIMITED CIRCUMSTANCES, SUBJECT TO CONSENT BY THE GENERAL PARTNERS OF THE FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. FURTHERMORE, ITS REPUTATION AS A WORLD CLASS RESEARCH AND TREATMENT FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION, THE MEDICAL CENTER RECEIVES DONATIONS AND GRANTS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Beckman Research Institute of the City of Hope
1450 East Duarte RoadDuarteCA91010953432210ResearchCA501(c)(3)4City of HopeYes (true)
City of Hope
1500 East Duarte RoadDuarteCA91010953435919FundraisingCA501(c)(3)7NAfalse
City of Hope Medical Foundation
1500 East Duarte RoadDuarteCA91010274803222HealthcareCA501(c)(3)3City of HopeYes (true)
COH HoldCo Inc
1500 East Duarte RoadDuarteCA91010873651176SupportDE501(c)(3)Type III-FICity of HopeYes (true)
Midwestern Regional Medical Center Inc
1500 East Duarte RoadDuarteCA91010362510771HospitalIL501(c)(3)3COH HoldCoYes (true)
Southeastern Regional Medical Center Inc
1500 East Duarte RoadDuarteCA91010264572436HospitalGA501(c)(3)3COH HoldCoYes (true)
The Translational Genomics Research Institute
445 N 5th Street Suite 600PhoenixAZ85004753065445ResearchAZ501(c)(3)7City of HopeYes (true)
The Translational Genomics Research Institute Foundation
445 N 5th Street Suite 120PhoenixAZ85004331092191FundraisingAZ501(c)(3)7TGENYes (true)
Western Regional Medical Center Inc
1500 East Duarte RoadDuarteCA91010320197974HospitalAZ501(c)(3)3COH HoldCoYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxt
Southern California Radiation Oncology LLC
1500 East Duarte RoadDuarteCA91010364887584Radiation OncologyDENAN/A
AccessHope LLC
1500 East Duarte RoadDuarteCA91010842818450Oncology SupportDENAN/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (15 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Beckman Research Institute of the City of Hope
L$60,514,812BOOK
Beckman Research Institute of the City of Hope
M$2,122,661BOOK
Beckman Research Institute of the City of Hope
O$41,451,616BOOK
Beckman Research Institute of the City of Hope
P$10,127,766BOOK
Beckman Research Institute of the City of Hope
Q$47,361,103BOOK
City of Hope Medical Foundation
B$8,000,000BOOK
City of Hope Medical Foundation
L$13,818,264BOOK
City of Hope Medical Foundation
M$57,369,028BOOK
City of Hope Medical Foundation
O$18,171,338BOOK
City of Hope Medical Foundation
P$117,312,817BOOK
City of Hope Medical Foundation
Q$7,565,516BOOK
The Translational Genomics Research Institute
C$1,802,912BOOK
The Translational Genomics Research Institute
O$1,214,649BOOK
COH HoldCo Inc
P$245,091BOOK
COH HoldCo Inc
Q$527,516BOOK