STRATEGY STUDIO / PUBLIC DATA EXPLORER

BECKMAN RESEARCH INSTITUTE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BECKMAN RESEARCH INSTITUTE (EIN 95-3432210)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-15
IRS object ID
202332279349303583
Schema version
2021v4.2
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)
Return2023-08-15T20:00:26+00:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

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 Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953432210EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBECKBusinessNameControlTxt
Phone6262564673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11450 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT W STONEPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Signature2023-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJo AnnPersonFirstNm
Person LastEscasa-HaighPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKara AdamsPreparerPersonNm
PTINP00023315PTIN
Phone9497942300PhoneNum
Preparation2023-08-08PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Robert W StoneBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,311,262,814GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttps://www.cityofhope.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1979FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO DISCOVER AND TRANSLATE INNOVATIVE LABORATORY FINDINGS INTO NEW CLINICAL TREATMENTS BY USING PRACTICAL APPLICATIONS OF CHEMISTRY, PHYSICS AND BIOLOGY.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee1244TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$2,556,297TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,777,069NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$185,089,497PYContributionsGrantsAmt
CY Contributions Grants$154,152,878CYContributionsGrantsAmt
PY Program Service Revenue$17,733,869PYProgramServiceRevenueAmt
CY Program Service Revenue$25,203,801CYProgramServiceRevenueAmt
PY Investment Income$108,622,736PYInvestmentIncomeAmt
CY Investment Income$93,521,495CYInvestmentIncomeAmt
PY Other Revenue$27,731,834PYOtherRevenueAmt
CY Other Revenue$15,397,839CYOtherRevenueAmt
PY Total Revenue$339,177,936PYTotalRevenueAmt
CY Total Revenue$288,276,013CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$180,442,230PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$195,853,894CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$146,521CYTotalFundraisingExpenseAmt
PY Other Expenses$161,404,015PYOtherExpensesAmt
CY Other Expenses$171,745,719CYOtherExpensesAmt
PY Total Expenses$341,846,245PYTotalExpensesAmt
CY Total Expenses$367,599,613CYTotalExpensesAmt
PY Revenues Less Expenses-$2,668,309PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$79,323,600CYRevenuesLessExpensesAmt
Total Assets BOY$1,995,828,082TotalAssetsBOYAmt
Total Assets EOY$1,755,270,549TotalAssetsEOYAmt
Total Liabilities BOY$537,676,587TotalLiabilitiesBOYAmt
Total Liabilities EOY$626,893,914TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,458,151,495NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,128,376,635NetAssetsOrFundBalancesEOYAmt
MissionTHE SPECIFIC AND PRIMARY PURPOSE of the Beckman Research Institute of the City of Hope IS TO DIRECTLY ENGAGE IN THE ACTIVE CONDUCT OF MEDICAL RESEARCH. Please see Schedule O for a continuation of our mission.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$288,953,230ExpenseAmt
Grant$0GrantAmt
Revenue$25,203,801RevenueAmt
DescBIOMEDICAL RESEARCH AND DISEASE INVESTIGATIONS, INCLUDING DNA SYNTHESIS AND CELL ANALYSIS. BECKMAN RESEARCH INSTITUTE HAS PIONEERED SCIENTIFIC BREAKTHROUGHS RESULTING IN TREATMENTS THAT HAVE IMPROVED THE LIVES OF PATIENTS WORLDWIDE. NUMEROUS LIFE-SAVING DRUGS USE PATENTED TECHNOLOGY DEVELOPED AT BECKMAN RESEARCH INSTITUTE. THESE DRUGS INCLUDE SYNTHETIC HUMAN INSULIN (HUMULIN) FOR DIABETES, THE WIDELY USED CANCER DRUGS HERCEPTIN, RITUXAN AND AVASTIN, AND HUMIRA FOR ARTHRITIS. RESEARCHERS AT BECKMAN RESEARCH INSTITUTE UNDERTAKE FUNDAMENTAL INVESTIGATIONS IN DIABETES PROGRESSION AND TREATMENT, IMMUNOLOGY AND IMAGING, INTERFERING RNAS AND HIV TREATMENT, TOTAL SYNTHESIS OF COMPLEX AND THERAPEUTIC NATURAL PRODUCTS, MECHANISMS OF DRUG ACTION, NEUROGENESIS, STEM CELL THERAPY, DNA REPAIR AND RADIATION, AND THE IMMUNOBIOLOGY OF VIRAL INFECTION. THEY HAVE ACHIEVED MAJOR ADVANCES IN RECOMBINANT DNA TECHNOLOGY, MONOCLONAL ANTIBODIES, GENE THERAPY, EPIGENETICS, SI-RNA TECHNOLOGY AND CANCER IMMUNOTHERAPEUTICS. A DEPARTMENT IN BECKMAN RESEARCH INSTITUTE IS DEDICATED TO UNDERSTANDING AND DEVELOPING TREATMENTS BASED ON CANCER'S INTERACTION WITH THE IMMUNE SYSTEM. OTHER RESEARCH HAS IDENTIFIED PROTEINS THAT MAY PLAY CRITICAL ROLES IN IMMUNE RESPONSE AND MAY LEAD TO NEW TREATMENT STRATEGIES. ANOTHER MAJOR EMPHASIS FOR THE BECKMAN RESEARCH INSTITUTE SCIENTISTS IS PERSONALIZED RESEARCH AND MEDICINE -- ANALYZING A PATIENT'S UNIQUE GENETIC PROFILE TO DEVELOP TAILORED THERAPIES FOR THEIR SPECIFIC DISEASE. ALL OF THIS RESEARCH IS UNIQUELY SUPPORTED BY ONSITE MANUFACTURING FACILITIES THAT CAN TEST AND PRODUCE QUANTITIES OF CELL-BASED, GENE-BASED AND MOLECULAR THERAPIES. THESE FACILITIES FURTHER SERVE AS RESOURCES FOR MEDICAL AND SCIENTIFIC RESEARCH CENTERS NATIONWIDE. BECKMAN RESEARCH INSTITUTE SCIENTISTS SERVE AS FACULTY MEMBERS IN CITY OF HOPE'S IRELL & MANELLA GRADUATE SCHOOL OF BIOLOGICAL SCIENCES. THE GRADUATE SCHOOL'S MISSION IS TO TRAIN STUDENTS TO BE OUTSTANDING RESEARCH SCIENTISTS IN CHEMICAL, MOLECULAR AND CELLULAR BIOLOGY. THE SCHOOL IS ACCREDITED BY THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. GRADUATES OF THE PROGRAM, AWARDED A DOCTORATE OF PHILOSOPHY IN BIOLOGICAL SCIENCES, ARE EQUIPPED TO ADDRESS FUNDAMENTAL QUESTIONS IN LIFE SCIENCES AND BIOMEDICINE FOR CAREERS IN ACADEMIA, INDUSTRY AND GOVERNMENT.Desc
Total Program Service Expenses$288,953,230TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
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 SecYes (true)ReportInvestmentsOtherSecInd
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 HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
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 MemYes (true)BusinessRlnWithFamMemInd
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 Document505IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1244EmployeeCnt
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 Member8IndependentVotingMemberCnt
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 VenturefalseInvestmentInJointVentureInd
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 Line1Jo Ann Escasa-HaighBusinessNameLine1Txt
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 (33 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
STEVEN B FINK
Director & CHAIR of the Board2.04.0Yes (X)Yes (X)$0$0$0
ART NEMIROFF
Director - Thru 12/31/212.00Yes (X)$0$0$0
BENHAM BADIE MD
Director - Thru 6/30/222.00Yes (X)$0$0$0
CHARLOTTE HUBBERT PHD
Director2.00Yes (X)$0$0$0
Debbie C Thurmond PHD
Director - Beg. 7/1/22; Professor60.00Yes (X)$436,128$0$75,859
EMMET STEPHENSON
Director2.00Yes (X)$0$0$0
ERNIE SO
Director - Thru 12/31/212.02.0Yes (X)$0$0$0
GARY E FREEDMAN
Director - Thru 12/31/212.00Yes (X)$0$0$0
JODY HOROWITZ MARSH
Director - Thru 12/31/212.02.0Yes (X)$0$0$0
JOHN J ROSSI PHD
Director - Thru 12/31/21, PROFESSOR60.00Yes (X)$341,785$0$72,193
JULIAN HUSBANDS MD
Director2.00Yes (X)$0$0$0
LINDA Helen MALKAS PHD
Director - thru 06/30/22, PROFESSOR60.00Yes (X)$407,768$0$59,254
NORMAN PAYSON MD
Director2.00Yes (X)$0$0$0
Saro Armenian DO MPH
Director - Beg. 7/1/22; Professor2.00Yes (X)$0$0$0
SELWYN ISAKOW
Director2.02.0Yes (X)$0$0$0
TODD BINDER
Director2.00Yes (X)$0$0$0
CRISTIN O'CALLAHAN
Gen. Counsel & Corp. Secretary - Beg. 1/1/2215.046.0Yes (X)$143,639$430,917$121,560
DONALD J MATTHEWSON
Asst. Treasurer & VP, Treasury & Fin. Strategy15.045.0Yes (X)$122,018$366,054$47,752
GREGORY D SCHETINA
GEN. COUNSEL & Corp. SECRETARY - Thru 12/31/2115.046.0Yes (X)$316,714$950,142$184,060
JENNIFER A PARKHURST
Treasurer & CFO15.046.0Yes (X)$476,838$1,430,514$274,536
ROBERT W STONE
PRESIDENT & CEO15.046.0Yes (X)$867,012$2,601,035$645,461
Ashley Baker Lee
SVP, Research Operations30.030.0$495,549$468,549$105,701Yes (X)
David Horne PhD
Vice Provost & Deputy Director51.09.0$752,847$132,855$107,300Yes (X)
Debra Fields
EVP & Chief Transformation Officer15.045.0$329,274$987,822$272,088Yes (X)
Mark Hulse
Chief Digital Officer15.045.0$374,801$1,124,402$211,800Yes (X)
Steven T Rosen MD
Provost & Chief Scientific Officer33.027.0$1,039,403$837,223$267,963Yes (X)
HARLAN LEVINE MD
President, Health Innovation & policy18.042.0$638,755$1,490,428$306,391Yes (X)
KRISTIN BERTELL
CHIEF PHILANTHROPY OFFICER3.057.0$64,558$1,226,609$221,087Yes (X)
MICHAEL A CALIGIURI MD
President, COHNMC5.055.0$228,821$2,320,624$330,836Yes (X)
Patrick Anderson
Chief Information Officer - Thru 12/31/2115.045.0$256,320$768,959$53,256Yes (X)
VIJAY TRISAL MD
Chief Medical Officer6.054.0$128,837$1,159,538$110,535Yes (X)
Cornelis Van den Berg
Former Officer15.045.0$192,240$576,720$78,516Yes (X)
Jeffrey Walker
Former Officer15.030.0$84,698$254,094$15,644Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,698,005TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$17,126,485TotReportableCompRltdOrgAmt
Total Other Compensation$3,561,792TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K294IndivRcvdGreaterThan100KCnt
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
Mintz Levin Cohn Ferris Glovsky and Popeo PC
2049 Century Park East Ste 300Los AngelesCA90067Legal Services$3,128,976
Jones Day
555 South Flower Street 50th FloorLos AngelesCA90071Legal Services$2,125,193
Durie Tangri LLP
953 E 3rd Street Ste 100Los AngelesCA90013Legal Services$1,897,962
Fish & Richardson PC
633 West 5th Street 26th FloorLos AngelesCA90071Legal Services$1,343,078
LCS Constructors Inc
15205 Alton ParkwayIrvineCA92618Construction Services$1,333,556
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K26CntrctRcvdGreaterThan100KCnt
Related Organizations$48,853,255RelatedOrganizationsAmt
Government Grants$98,626,185GovernmentGrantsAmt
All Other Contributions$6,673,438AllOtherContributionsAmt
Total Contributions$154,152,878TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Research Activities541700$24,213,257$24,213,257
Specialized Lab Revenue541380$659,554$659,554
Graduate Education Program611310$292,150$292,150
Rental Income - Graduate Education721310$38,840$38,840

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$25,203,801TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,429,552TotalRevenueColumnAmt
Exclusion$14,429,552ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,755,042TotalRevenueColumnAmt
Exclusion$12,755,042ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$86,500RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$86,500RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$86,500TotalRevenueColumnAmt
Exclusion$86,500ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,102,078,744SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,022,986,801SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$79,091,943SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,091,943TotalRevenueColumnAmt
Exclusion$79,091,943ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescINVESTMENT INCOME FROM K-1'SDesc
Business901101BusinessCd
Total Revenue Column$2,556,297TotalRevenueColumnAmt
Unrelated Business Revenue$2,556,297UnrelatedBusinessRevenueAmt

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$2,556,297OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$288,276,013TotalRevenueColumnAmt
Related Or Exempt Func Income$25,203,801RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,556,297UnrelatedBusinessRevenueAmt
Exclusion$106,363,037ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,033,214TotalAmt
Program Services$2,227,615ProgramServicesAmt
Management And General$4,747,948ManagementAndGeneralAmt
Fundraising$57,651FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$352,259TotalAmt
Program Services$0ProgramServicesAmt
Management And General$352,259ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$152,712,668TotalAmt
Program Services$131,522,346ProgramServicesAmt
Management And General$21,132,231ManagementAndGeneralAmt
Fundraising$58,091FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,190,968TotalAmt
Program Services$8,150,312ProgramServicesAmt
Management And General$1,040,619ManagementAndGeneralAmt
Fundraising$37FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,510,042TotalAmt
Program Services$13,968,950ProgramServicesAmt
Management And General$2,530,283ManagementAndGeneralAmt
Fundraising$10,809FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,054,743TotalAmt
Program Services$8,435,050ProgramServicesAmt
Management And General$1,612,843ManagementAndGeneralAmt
Fundraising$6,850FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,570,522TotalAmt
Program Services$31,347ProgramServicesAmt
Management And General$6,539,175ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$44,681TotalAmt
Management And General$44,681ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,657,517TotalAmt
Management And General$2,657,517ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$47,754,950TotalAmt
Program Services$31,677,527ProgramServicesAmt
Management And General$16,073,876ManagementAndGeneralAmt
Fundraising$3,547FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,790,755TotalAmt
Program Services$1,982,338ProgramServicesAmt
Management And General$808,196ManagementAndGeneralAmt
Fundraising$221FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,835,364TotalAmt
Program Services$5,499,709ProgramServicesAmt
Management And General$335,533ManagementAndGeneralAmt
Fundraising$122FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,829,543TotalAmt
Program Services$6,505,712ProgramServicesAmt
Management And General$3,323,102ManagementAndGeneralAmt
Fundraising$729FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$6,409,110TotalAmt
Program Services$6,409,110ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,172,671TotalAmt
Program Services$9,356,855ProgramServicesAmt
Management And General$3,814,775ManagementAndGeneralAmt
Fundraising$1,041FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,356,022TotalAmt
Program Services$963,214ProgramServicesAmt
Management And General$392,701ManagementAndGeneralAmt
Fundraising$107FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$564,976TotalAmt
Program Services$402,074ProgramServicesAmt
Management And General$162,858ManagementAndGeneralAmt
Fundraising$44FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,702,704TotalAmt
Program Services$4,266,071ProgramServicesAmt
Management And General$436,633ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$27,539,979TotalAmt
Program Services$20,384,331ProgramServicesAmt
Management And General$7,149,991ManagementAndGeneralAmt
Fundraising$5,657FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,158,745TotalAmt
Program Services$823,083ProgramServicesAmt
Management And General$335,570ManagementAndGeneralAmt
Fundraising$92FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Lab/Medical Supplies & Equipment$29,264,258$27,736,118$1,527,568$572
Repairs & Maintenance$5,715,724$4,062,844$1,652,429$451
UBIT & Excise Taxes$1,379,126$979,625$399,392$109
Dues & Subscriptions$1,022,882$726,577$296,224$81

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,976,190TotalAmt
Program Services$2,842,422ProgramServicesAmt
Management And General$1,133,458ManagementAndGeneralAmt
Fundraising$310FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$367,599,613TotalAmt
Program Services$288,953,230ProgramServicesAmt
Management And General$78,499,862ManagementAndGeneralAmt
Fundraising$146,521FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,681,035BOYAmt
EOY$7,545,012EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$71,476,960BOYAmt
EOY$17,336,792EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$55,481,838BOYAmt
EOY$35,176,879EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$13,521,672EOYAmt

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$5,377,157BOYAmt
EOY$5,753,644EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$301,461BOYAmt
EOY$306,843EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$583,082,378LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$282,902,376LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$310,505,148BOYAmt
EOY$300,180,002EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$547,030,523BOYAmt
EOY$282,925,843EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$912,730,798BOYAmt
EOY$897,988,765EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$89,243,162BOYAmt
EOY$194,535,097EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,995,828,082BOYAmt
EOY$1,755,270,549EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$54,947,308BOYAmt
EOY$42,372,436EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$10,894,125BOYAmt
EOY$9,407,922EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$50,723,925BOYAmt
EOY$50,104,751EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$50,000,000BOYAmt
EOY$50,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$371,111,229BOYAmt
EOY$475,008,805EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$537,676,587BOYAmt
EOY$626,893,914EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,427,028,168BOYAmt
EOY$1,100,918,157EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,123,327BOYAmt
EOY$27,458,478EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,458,151,495BOYAmt
EOY$1,128,376,635EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,995,828,082BOYAmt
EOY$1,755,270,549EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$79,323,600ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$259,897,637NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$9,446,377OtherChangesInNetAssetsAmt
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)
Medical Research OrganizationYes (X)MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

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

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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,038,955,240BeginningYearBalanceAmt
Contributions$29,999ContributionsAmt
Investment Earnings Or Losses-$121,654,359InvestmentEarningsOrLossesAmt
Other Expenditures$180,230OtherExpendituresAmt
End Year Balance$917,150,650EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$813,672,523BeginningYearBalanceAmt
Contributions$30,000ContributionsAmt
Investment Earnings Or Losses$225,523,936InvestmentEarningsOrLossesAmt
Other Expenditures$271,219OtherExpendituresAmt
End Year Balance$1,038,955,240EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$765,484,958BeginningYearBalanceAmt
Contributions$30,000ContributionsAmt
Investment Earnings Or Losses$48,653,478InvestmentEarningsOrLossesAmt
Other Expenditures$495,913OtherExpendituresAmt
End Year Balance$813,672,523EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$750,855,062BeginningYearBalanceAmt
Contributions$14,850ContributionsAmt
Investment Earnings Or Losses$15,019,931InvestmentEarningsOrLossesAmt
Other Expenditures$404,885OtherExpendituresAmt
End Year Balance$765,484,958EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$693,069,392BeginningYearBalanceAmt
Contributions$30,113ContributionsAmt
Investment Earnings Or Losses$58,203,028InvestmentEarningsOrLossesAmt
Other Expenditures$447,471OtherExpendituresAmt
End Year Balance$750,855,062EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.97BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.0155PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0145TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,332,218OtherCostOrOtherBasisAmt
Book Value$6,332,218BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$374,906,720OtherCostOrOtherBasisAmt
Depreciation$153,245,388DepreciationAmt
Book Value$221,661,332BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$190,426,533OtherCostOrOtherBasisAmt
Depreciation$129,656,988DepreciationAmt
Book Value$60,769,545BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,416,907OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$11,416,907BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$300,180,002TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$1,648,768BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Alternative Investments$895,154,934F
Equity Interests$1,185,063F
FieldValueIRS element (for citing)
Total Book Value Securities$897,988,765TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
Due from Affiliates$144,354,703
Workers Compensation Receivable$349,015
Security Deposits$2,873
Right-of-use operating lease assets$49,828,506
FieldValueIRS element (for citing)
Total Book Value Other Assets$194,535,097TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Due to Affiliates$420,770,279
Right-of-Use Operating Lease Liability$49,911,407
Interest Rate Swap Liability$1,110,003
Workers Compensation Liability$1,926,635
Bond Issuance Premium$1,290,481
FieldValueIRS element (for citing)
Total Liability$475,008,805TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsBECKMAN RESEARCH INSTITUTE HAS BOARD DESIGNATED ASSETS OR QUASI-ENDOWMENT FUNDS AND OTHER PERMANENT ENDOWMENT FUNDS WHICH ARE AVAILABLE TO FUND FUTURE RESEARCH PROGRAMS, CAPITAL EXPENDITURES AND OTHER EXPANSION NEEDS AS DETERMINED BY MANAGEMENT AND THE 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, 2022 (WHICH INCLUDES CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER, THE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESSHOPE, LLC, the CITY OF HOPE AUXILIARIES (AUXILIARIES) and COH HoldCo, Inc.: 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 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, 2022 OR 2021.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Investments$181,401,263
Central America and the Caribbean01Conference Travel$556Attending Research Symposiums
Europe (Including Iceland and Greenland)01Program Services$177,879Research Activities
Europe (Including Iceland and Greenland)025Conference Travel$186,683Attending Research Symposiums
North America (Canada & Mexico only)00Investments$25,263,915
North America (Canada & Mexico only)07Conference Travel$19,346Attending Research Symposiums
South Asia01Conference Travel$2,507Attending Research Symposiums
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees35SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee35TotalEmployeeCnt
Subtotal Spent$207,052,149SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$207,052,149TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
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; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-AccrualExplanationTxt

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 (20 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
LINDA Helen MALKAS PHD
Director - thru 06/30/22, PROFESSOR$403,196$0$0$0$4,572$0$43,500$0$15,754$0$467,022$0$0$0
JOHN J ROSSI PHD
Director - Thru 12/31/21, PROFESSOR$334,761$0$4,062$0$2,962$0$43,500$0$28,693$0$413,978$0$0$0
Debbie C Thurmond PHD
Director - Beg. 7/1/22; Professor$415,819$0$13,799$0$6,510$0$43,500$0$32,359$0$511,987$0$0$0
Cornelis Van den Berg
Former Officer$115,389$346,167$47,865$143,595$28,986$86,958$13,163$39,489$6,466$19,398$211,869$635,607$8,039$24,117
Jeffrey Walker
Former Officer$53,117$159,351$0$0$31,581$94,743$1,479$4,436$2,432$7,297$88,609$265,827$0$0
DONALD J MATTHEWSON
Asst. Treasurer & VP, Treasury & Fin. Strategy$87,560$262,680$20,711$62,133$13,747$41,241$8,976$26,928$2,962$8,886$133,956$401,868$0$0
CRISTIN O'CALLAHAN
Gen. Counsel & Corp. Secretary - Beg. 1/1/22$87,966$263,898$31,179$93,537$24,494$73,482$18,241$54,723$12,149$36,447$174,029$522,087$0$0
JENNIFER A PARKHURST
Treasurer & CFO$205,167$615,501$168,406$505,218$103,265$309,795$57,200$171,600$11,434$34,302$545,472$1,636,416$92,758$278,274
GREGORY D SCHETINA
GEN. COUNSEL & Corp. SECRETARY - Thru 12/31/21$155,010$465,030$118,689$356,067$43,015$129,045$34,199$102,597$11,816$35,448$362,729$1,088,187$30,304$90,912
ROBERT W STONE
PRESIDENT & CEO$401,281$1,203,842$361,482$1,084,445$104,249$312,748$151,428$454,284$9,937$29,812$1,028,377$3,085,131$107,159$321,478
Ashley Baker Lee
SVP, Research Operations$289,868$262,868$126,012$126,012$79,669$79,669$36,821$36,821$16,029$16,030$548,399$521,400$18,412$18,412
Debra Fields
EVP & Chief Transformation Officer$159,733$479,199$135,278$405,834$34,263$102,789$54,590$163,770$13,432$40,296$397,296$1,191,888$34,239$102,717
David Horne PhD
Vice Provost & Deputy Director$436,430$77,017$201,191$35,504$115,226$20,334$56,793$10,023$34,411$6,073$844,051$148,951$30,397$5,365
Mark Hulse
Chief Digital Officer$174,245$522,734$122,455$367,365$78,101$234,303$45,888$137,664$7,062$21,186$427,751$1,283,252$79,522$238,566
Steven T Rosen MD
Provost & Chief Scientific Officer$492,866$396,996$399,741$321,985$146,796$118,242$134,881$108,644$13,535$10,903$1,187,819$956,770$104,524$84,192
Patrick Anderson
Chief Information Officer - Thru 12/31/21$133,356$400,067$60,203$180,609$62,761$188,283$10,259$30,777$3,055$9,165$269,634$808,901$42,962$128,886
KRISTIN BERTELL
CHIEF PHILANTHROPY OFFICER$29,879$567,706$26,868$510,496$7,811$148,407$8,729$165,843$2,326$44,189$75,613$1,436,641$0$0
MICHAEL A CALIGIURI MD
President, COHNMC$98,620$1,000,164$79,427$805,523$50,774$514,937$25,190$255,467$4,504$45,675$258,515$2,621,766$47,674$483,491
HARLAN LEVINE MD
President, Health Innovation & policy$296,423$691,654$264,632$617,474$77,700$181,300$79,228$184,866$12,689$29,608$730,672$1,704,902$60,959$142,238
VIJAY TRISAL MD
Chief Medical Officer$64,417$579,757$28,674$258,065$35,746$321,716$6,521$58,691$4,532$40,791$139,890$1,259,020$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelTHE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE 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 BECKMAN RESEARCH INSTITUTE 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 CONTRIBUTION 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 2021, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: Robert W. Stone - $43,349 Michael A. Caligiuri - $201,487 Steven T. Rosen - $35,425 Mark Hulse - $69,283 Debra Fields - $22,506 Kristin Bertell - $12,302 Gregory D. Schetina - $12,186 Vijay Trisal - $125,176 Patrick Anderson - $47,025 Ashley Lee - $15,833 David Horne - $14,060 Cornelis Van Den Berg - $15,942
Schedule J, Part I, Line 7 Non-fixed paymentsTHE BECKMAN RESEARCH INSTITUTE 'S EXECUTIVES AND CERTAIN 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 FOUNDATION 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 THE FOLLOWING 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 OF 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 2021 WAS PAID IN CALENDAR YEAR 2021 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). ADDITIONALLY, THE BECKMAN RESEARCH INSTITUTE HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN EXECUTIVES WHICH 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 PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 7) RAN FROM OCTOBER 1, 2018 THROUGH SEPTEMBER 30, 2021 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 8 RUNS FROM OCTOBER 1, 2019 THROUGH SEPTEMBER 30, 2022). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY THE BECKMAN RESEARCH INSTITUTE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE PLAN DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2021, 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 PLAN IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED PREVIOUSLY. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED A PAYOUT OF PLAN CYCLE 7 LTI INCENTIVES (OCTOBER 1, 2018 THROUGH SEPTEMBER 30, 2021) IN DECEMBER 2021. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II).
Schedule J, Part II Employees serving as members of the board of directorsJOHN J. ROSSI, PH.D., LINDA MALKAS, PH.D., and Debbie Thurmond, Ph.D. were MEMBERS OF THE BOARD OF DIRECTORS OF THE BECKMAN RESEARCH INSTITUTE AND were ALSO EMPLOYEES of THE BECKMAN RESEARCH INSTITUTE. DR. ROSSI IS A PROFESSOR AND DIRECTOR OF MOLECULAR MEDICINE AND WAS THE DEAN OF THE CITY OF HOPE'S IRELL AND MANELLA GRADUATE SCHOOL OF BIOLOGICAL SCIENCES. DR. MALKAS IS A PROFESSOR AND DEPUTY DIRECTOR FOR BASIC RESEARCH FOR THE CANCER CENTER. Dr. Thurmond is director of the Arthur Riggs Diabetes & Metabolism Research Institute and a research scientist, professor and the founding chair of the newly created Department of Molecular and Cellular Endocrinology. Saro Armenian, D.O., M.P.H was a member of the board of directors of the Beckman RESEARCH INSTITUTE AND was employed by the City of Hope Medical Group. Dr. Armenian is the Barron Hilton Chair and Professor of Pediatrics and the Director of the Division of Outcomes Research, within the Department of Population Sciences at City of Hope. None of these individuals were COMPENSATED FOR THEIR SERVICES AS Members OF THE BECKMAN RESEARCH INSTITUTE'S BOARD OF DIRECTORS. COMPENSATION earned by those individuals employed by The Beckman Research Institute IS reported on Form 990, Part VII, Section A and subsequently ON SCHEDULE J, PART II.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
California Health Facilities Financing Authority
A52164382813033LN372012-11-14$57,928,340Refund prior issue/capital projectsfalsefalsefalse
California Health Facilities Financing Authority
B5216438280000000002017-02-10$32,680,000Refunding Issuefalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 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$37,002,495$0$57,928,742$0$0$0$534,551$0$0$9,853,233$47,540,958$02014Yes (true)falseYes (true)Yes (true)
B$0$0$32,680,000$0$0$0$180,000$0$0$0$32,500,000$02017Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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)0.00810.00.0081falsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.01150.00.0115falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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
BfalsefalsefalseYes (true)Yes (true)Yes (true)25.8falsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (e) Line AAN 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 SERIES 1999A. THE OTHER WAS FOR REFUNDING (1) THE CITY OF HOPE NATIONAL MEDICAL CENTER PROJECT SERIES 2006A, B, C ISSUES AND (2) THE 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 BECKMAN RESEARCH INSTITUTE IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE OF $57,928,340. THE CITY OF HOPE NATIONAL MEDICAL CENTER IS REPORTING AN ISSUE PRICE OF $140,805,678. ADDITIONALLY, THE DIFFERENCE BETWEEN THE ALLOCABLE ISSUE PRICE OF $57,928,340 AND THE TOTAL PROCEEDS OF THE ISSUE OF $57,928,742 IS DUE TO INVESTMENT EARNINGS INCLUDED IN Line 3, Total proceeds of issue.
Schedule K, Part I, Column (f) Line ATHE 2012 ISSUE REFUNDED BECKMAN RESEARCH INSTITUTE'S TAX-EXEMPT PRIVATE PLACEMENT ISSUED ON JULY 12, 2007 THROUGH the CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY.
Schedule K, Part I, Column (e) Line BTHE bond issue dated FEBRUARY 10, 2017 WAS ORIGINALLY REPORTED ON A SINGLE FORM 8038 WITH AN ISSUE PRICE OF $65,360,000. FOR PURPOSES OF SCHEDULE K REPORTING, THE BECKMAN RESEARCH INSTITUTE of the City of Hope IS REPORTING its ALLOCABLE AMOUNT OF THE ISSUE PRICE OF $32,680,000. THE CITY OF HOPE NATIONAL MEDICAL CENTER IS REPORTING THE REMAINDER ON the Schedule K filed with its FORM 990.
Schedule K, Part I, Column (f) Line BTHE 2017 ISSUE REFUNDED $32,500,000 OF THE SERIES 2012C ISSUE WITH an ORIGINAL ISSUE DATE OF NOVEMBER 14, 2012.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: California Health Facilities Financing Authority The calculation for computing no rebate due was performed on 09/03/2015
Schedule K, Part IV, Line 2c COLUMN BIssuer name: California Health Facilities Financing Authority The calculation for computing no rebate due was performed on 03/04/2022

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Robert HickeyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionSpouse of Board MemberRelationshipDescriptionTxt
Transaction$254,576TransactionAmt
TransactionEmployee CompensationTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 1 Organization's MissionBECKMAN RESEARCH INSTITUTE'S MISSION IS TO SUPPORT INNOVATIVE AND CREATIVE RESEARCH AND TO EDUCATE FUTURE SCIENTISTS IN THE BIOLOGICAL SCIENCES. RESEARCH IS OF THE HIGHEST CALIBER AND DIRECTED TO AN UNDERSTANDING OF THE MOLECULES AND PROCESSES OF LIFE, INCLUDING THOSE PROCESSES IMPORTANT TO THE CAUSES, PREVENTION AND CURE OF HUMAN DISEASE. BECKMAN RESEARCH INSTITUTE IS PART OF AN INTEGRATED SYSTEM THAT COMBINES BENCH AND CLINICAL RESEARCH ACTIVITIES DIRECTLY WITH PATIENT CARE, IN BOTH AN IN-PATIENT AND OUT-PATIENT SETTING. THIS INTEGRATED SYSTEM, KNOWN AS CITY OF HOPE, COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESSHOPE, LLC, CITY OF HOPE AUXILIARIES and COH HoldCo Inc. AS AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATIONAL INSTITUTION, WE ARE COMMITTED TO TRANSFORMING THE FUTURE OF HEALTH. EVERY DAY WE TURN SCIENCE INTO PRACTICAL BENEFIT. WE TURN HOPE INTO REALITY. WE ACCOMPLISH THIS THROUGH EXQUISITE CARE, INNOVATIVE RESEARCH AND VITAL EDUCATION FOCUSED ON ELIMINATING CANCER, DIABETES AND OTHER LIFE-THREATENING DISEASES. CITY OF HOPE IS GUIDED BY A COMPASSIONATE, PATIENT-CENTERED PHILOSOPHY AND SUPPORTED BY A NATIONAL FOUNDATION OF PHILANTHROPY.
Form 990, Part IV, Line 13 RESPONSES TO SCHEDULE E, PART I AND II:THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE IS ENGAGED IN THE CONTINUOUS ACTIVE CONDUCT OF MEDICAL AND SCIENTIFIC RESEARCH AND OPERATED THE IRELL & MANELLA GRADUATE SCHOOL OF BIOLOGICAL SCIENCES (THE "GRADUATE SCHOOL") WHICH COMPLIES WITH REV. PROC. 75-50 EVEN THOUGH THE OPERATIONS OF THE GRADUATE SCHOOL REPRESENT LESS THAN 2 PERCENT OF THE ORGANIZATION'S TOTAL EXPENSES. DUE TO THE MECHANICS OF THE FORM 990 WE ARE UNABLE TO PROVIDE OUR RESPONSES DIRECTLY ON SCHEDULE E, SCHOOLS. BELOW ARE OUR RESPONSES TO SCHEDULE E, PART I AND PART II. 1. DOES THE ORGANIZATION HAVE A RACIALLY NONDISCRIMINATORY POLICY TOWARD STUDENTS BY STATEMENT IN ITS CHARTER, BYLAWS, OTHER GOVERNING INSTRUMENT, OR IN A RESOLUTION OF ITS GOVERNING BODY? - "YES" 2. DOES THE ORGANIZATION INCLUDE A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY TOWARD STUDENTS IN ALL ITS BROCHURES, CATALOGUES, AND OTHER WRITTEN COMMUNICATIONS WITH THE PUBLIC DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS? - "YES" 3. HAS THE ORGANIZATION PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PRIMARY PUBLICLY ACCESSIBLE INTERNET HOMEPAGE AT ALL TIMES DURING ITS TAX YEAR IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS TO THE HOMEPAGE, OR THROUGH NEWSPAPER OR BROADCAST MEDIA DURING THE PERIOD OF SOLICITATION FOR STUDENTS, OR DURING THE REGISTRATION PERIOD IF IT HAS NO SOLICITATION PROGRAM, IN A WAY THAT MAKES THE POLICY KNOWN TO ALL PARTS OF THE GENERAL COMMUNITY IT SERVES? IF "YES," PLEASE DESCRIBE. IF "NO," PLEASE EXPLAIN. - "NO" SUPPLEMENTAL RESPONSE: THE GRADUATE SCHOOL CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM LARGE GEOGRAPHIC SECTIONS OF THE UNITED STATES AND INTERNATIONALLY AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS DEMONSTRATED BY ITS CURRENT ENROLLMENT OF STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS. ACCORDINGLY, THE GRADUATE SCHOOL SATISFIES THE PUBLICITY REQUIREMENTS OF SECTION 4.03 BY COMPLYING WITH SECTION 4.02 IN THAT IT INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ITS CATALOGUES AND ON THE ORGANIZATION'S WEBSITE. 4. DOES THE ORGANIZATION MAINTAIN THE FOLLOWING: 4A. RECORDS INDICATING THE RACIAL COMPOSITION OF THE STUDENT BODY, FACULTY, AND ADMINISTRATIVE STAFF? - "YES" 4B. RECORDS DOCUMENTING THAT SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE ARE AWARDED ON A RACIALLY NONDISCRIMINATORY BASIS? - "YES" 4C. COPIES OF CATALOGUES, BROCHURES, ANNOUNCEMENTS, AND OTHER WRITTEN COMMUNICATIONS TO THE PUBLIC DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS? - "YES" 4D. COPIES OF ALL MATERIAL USED BY THE ORGANIZATION OR ON ITS BEHALF TO SOLICIT CONTRIBUTIONS? - "YES" 5. DOES THE ORGANIZATION DISCRIMINATE BY RACE IN ANY WAY WITH RESPECT TO: 5A. STUDENT'S RIGHTS OR PRIVILEGES? - "NO" 5B. ADMISSIONS POLICIES? - "NO" 5C. EMPLOYMENT OF FACULTY OR ADMINISTRATIVE STAFF? - "NO" 5D. SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE? - "NO" 5E. EDUCATIONAL POLICIES? - "NO" 5F. USE OF FACILITIES? - "NO" 5.G ATHLETIC PROGRAMS? - "NO" 5H. OTHER EXTRACURRICULAR ACTIVITIES? - "NO" 6A. DOES THE ORGANIZATION RECEIVE ANY FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY? - "NO" 6B. HAS THE ORGANIZATION'S RIGHT TO SUCH AID EVER BEEN REVOKED OR SUSPENDED? - "N/A" 7. DOES THE ORGANIZATION CERTIFY THAT IT HAS COMPLIED WITH THE APPLICABLE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC. 75-50, 1975-2 C.B. 587, COVERING RACIAL NONDISCRIMINATION? - "YES"
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 BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyCITY OF HOPE, AS THE SOLE CORPORATE MEMBER OF THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE ELECTS THE DIRECTORS OF THE BECKMAN RESEARCH INSTITUTE'S BOARD OF DIRECTORS.
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 BECKMAN RESEARCH INSTITUTE, INCLUDING: BORROWING MONEY IN THE NAME OF THE BECKMAN RESEARCH INSTITUTE OR UTILIZING PROPERTY OWNED BY THE BECKMAN RESEARCH INSTITUTE AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO THE BECKMAN RESEARCH INSTITUTE EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF THE BECKMAN RESEARCH INSTITUTE; 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 BECKMAN RESEARCH INSTITUTE; 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 BECKMAN RESEARCH INSTITUTE OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF THE BECKMAN RESEARCH INSTITUTE 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 BECKMAN RESEARCH INSTITUTE; 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 were 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 BECKMAN RESEARCH INSTITUTE. THE FORM 990 INFORMATION IS COMPILED BY THE ENTERPRISE CONTROLLER'S TAX FUNCTION 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 BECKMAN RESEARCH INSTITUTE 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 THE GENERAL COUNSEL AND CHIEF ETHICS AND COMPLIANCE OFFICER OF CITY OF HOPE 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. 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, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE PRESIDENT AND CEO. THE COMMITTEE ALSO SERVES AS THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE. 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 CASH COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTOR'S 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. THE COMMITTEE TARGETS THE 75TH PERCENTILE OF TOTAL CASH COMPENSATION OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. 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 AN ANNUAL COMPENSATION REVIEW FOR THE PRESIDENT AND CEO AND THIS WAS LAST COMPLETED ON DECEMBER 9, 2021. ADDITIONALLY, AND WITH RESPECT TO THE FILING DATE OF THIS RETURN, THE MOST RECENT REVIEW OF COMPENSATION PERFORMED BY THE COMMITTEE WAS COMPLETED IN DECEMBER 2022.
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, 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 COMMITTEE ALSO SERVES AS THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE. 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 CASH COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTOR'S 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. THE COMMITTEE TARGETS THE 75TH PERCENTILE OF TOTAL CASH COMPENSATION OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. 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 SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL, AND THIS WAS LAST COMPLETED ON DECEMBER 9, 2021. ADDITIONALLY, AND WITH RESPECT TO THE FILING DATE OF THIS RETURN, THE MOST RECENT REVIEW OF COMPENSATION PERFORMED BY THE COMMITTEE WAS COMPLETED IN DECEMBER 2022.
Form 990, Part VI, Line 19 Required documents available to the publicTHE BECKMAN RESEARCH INSTITUTE'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 BECKMAN RESEARCH INSTITUTE'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC.
Form 990, Part VII, Section A Average Hours DevotedFULL 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 2022. The Risk, Audit and Compliance Committee Held four regularly scheduled meetings in Fiscal Year 2022.
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 IX, Line 11g Other FeesPurchased Services - Total Expense: 1089868, Program Service Expense: 786287, Management and General Expenses: 303494, Fundraising Expenses: 87; Consulting & Management Fees - Total Expense: 15009418, Program Service Expense: 9935761, Management and General Expenses: 5072544, Fundraising Expenses: 1113; Staffing Fees - Total Expense: 3752332, Program Service Expense: 2482337, Management and General Expenses: 1269717, Fundraising Expenses: 278; Stipends & Honoraria - Total Expense: 1942898, Program Service Expense: 1299144, Management and General Expenses: 643609, Fundraising Expenses: 145; Other Contracted Services - Total Expense: 25960434, Program Service Expense: 17173998, Management and General Expenses: 8784512, Fundraising Expenses: 1924; - 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 - 9446377;
Schedule F, Part I, Line 3(e) Activities in Region(s)INVESTMENT ACTIVITIES OF THE BECKMAN RESEARCH INSTITUTE 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 17.27 PERCENT OF THE BECKMAN RESEARCH INSTITUTE'S OVERALL CASH AND INVESTMENT PORTFOLIO. THE BECKMAN RESEARCH INSTITUTE'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 BECKMAN RESEARCH INSTITUTE'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 Beckman Research Institute 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 BECKMAN RESEARCH INSTITUTE'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. BECKMAN RESEARCH INSTITUTE 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. Beckman Research Institute had one employee outside of the United States and they have been disclosed on Schedule F, Part I, Line 3. RESEARCH SYMPOSIA CONSIST OF SCIENTIFIC MEETINGS THAT THE BECKMAN RESEARCH INSTITUTE PRINCIPAL INVESTIGATORS AND OTHER RESEARCH STAFF ATTEND FOR EDUCATIONAL, RESEARCH AND SCIENTIFIC PURPOSES AND TO PRESENT AND SHARE RESEARCH OBJECTIVES AND RESULTS. RESEARCH ACTIVITIES SPAN GLOBALLY AND RESEARCH SYMPOSIA ARE OFTEN CONDUCTED IN THE VARIOUS REGIONS IDENTIFIED IN SCHEDULE F. CITY OF HOPE SUPPORTS ATTENDANCE OF OUR RESEARCH STAFF AT THESE SYMPOSIA.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
City of Hope
1500 East Duarte RoadDuarteCA91010953435919FundraisingCA501(c)(3)7NAfalse
City of Hope National Medical Center
1500 East Duarte RoadDuarteCA91010951683875HospitalCA501(c)(3)3City of HopeYes (true)
City of Hope Medical Foundation
1500 East Duarte RoadDuarteCA91010274803222HealthcareCA501(c)(3)3City of HopeYes (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)
COH HoldCo Inc
1500 East Duarte RoadDuarteCA91010873651176SupportDE501(c)(3)Type III-FICity of HopeYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxt
AccessHope LLC
1500 East Duarte RoadDuarteCA91010842818450Oncology SupportDENAN/A
Southern California Radiation Oncology LLC
1500 East Duarte RoadDuarteCA91010364887584Radiation OncologyDENAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1COH HOLDCO INC (converted to tax-exempt on 93022)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
EIN873651176EIN
Primary ActivitiesSUPPORTPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CorporationEntityTypeTxt
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
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 (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CITY OF HOPE NATIONAL MEDICAL CENTER
L$2,074,097Book
CITY OF HOPE NATIONAL MEDICAL CENTER
M$63,555,987Book
CITY OF HOPE NATIONAL MEDICAL CENTER
O$43,812,888Book
CITY OF HOPE NATIONAL MEDICAL CENTER
P$33,530,749Book
CITY OF HOPE NATIONAL MEDICAL CENTER
Q$9,883,901Book
CITY OF HOPE MEDICAL FOUNDATION
O$234,593Book
The Translational Genomics Research Institute
C$123,597Book