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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T20:00:26+00:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953432210 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BECK | BusinessNameControlTxt |
| Phone | 6262564673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 EAST DUARTE ROAD | AddressLine1Txt |
| City | DUARTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT W STONE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Signature | 2023-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jo Ann | PersonFirstNm |
| Person Last | Escasa-Haigh | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kara Adams | PreparerPersonNm |
| PTIN | P00023315 | PTIN |
| Phone | 9497942300 | PhoneNum |
| Preparation | 2023-08-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert W Stone | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 DUARTE ROAD | AddressLine1Txt |
| City | DUARTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,311,262,814 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://www.cityofhope.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO DISCOVER AND TRANSLATE INNOVATIVE LABORATORY FINDINGS INTO NEW CLINICAL TREATMENTS BY USING PRACTICAL APPLICATIONS OF CHEMISTRY, PHYSICS AND BIOLOGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1244 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $2,556,297 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,777,069 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $185,089,497 | PYContributionsGrantsAmt |
| CY Contributions Grants | $154,152,878 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,733,869 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,203,801 | CYProgramServiceRevenueAmt |
| PY Investment Income | $108,622,736 | PYInvestmentIncomeAmt |
| CY Investment Income | $93,521,495 | CYInvestmentIncomeAmt |
| PY Other Revenue | $27,731,834 | PYOtherRevenueAmt |
| CY Other Revenue | $15,397,839 | CYOtherRevenueAmt |
| PY Total Revenue | $339,177,936 | PYTotalRevenueAmt |
| CY Total Revenue | $288,276,013 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $180,442,230 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $195,853,894 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $146,521 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,404,015 | PYOtherExpensesAmt |
| CY Other Expenses | $171,745,719 | CYOtherExpensesAmt |
| PY Total Expenses | $341,846,245 | PYTotalExpensesAmt |
| CY Total Expenses | $367,599,613 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,668,309 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$79,323,600 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,995,828,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,755,270,549 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $537,676,587 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $626,893,914 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,458,151,495 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,128,376,635 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $288,953,230 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $25,203,801 | RevenueAmt |
| Desc | BIOMEDICAL 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 | $288,953,230 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 505 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1244 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jo Ann Escasa-Haigh | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262564673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1Txt |
| City | DUARTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN B FINK | ||||||||||
| Director & CHAIR of the Board | 2.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ART NEMIROFF | ||||||||||
| Director - Thru 12/31/21 | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| BENHAM BADIE MD | ||||||||||
| Director - Thru 6/30/22 | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLOTTE HUBBERT PHD | ||||||||||
| Director | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Debbie C Thurmond PHD | ||||||||||
| Director - Beg. 7/1/22; Professor | 60.0 | 0 | Yes (X) | $436,128 | $0 | $75,859 | ||||
| EMMET STEPHENSON | ||||||||||
| Director | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ERNIE SO | ||||||||||
| Director - Thru 12/31/21 | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| GARY E FREEDMAN | ||||||||||
| Director - Thru 12/31/21 | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JODY HOROWITZ MARSH | ||||||||||
| Director - Thru 12/31/21 | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN J ROSSI PHD | ||||||||||
| Director - Thru 12/31/21, PROFESSOR | 60.0 | 0 | Yes (X) | $341,785 | $0 | $72,193 | ||||
| JULIAN HUSBANDS MD | ||||||||||
| Director | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA Helen MALKAS PHD | ||||||||||
| Director - thru 06/30/22, PROFESSOR | 60.0 | 0 | Yes (X) | $407,768 | $0 | $59,254 | ||||
| NORMAN PAYSON MD | ||||||||||
| Director | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Saro Armenian DO MPH | ||||||||||
| Director - Beg. 7/1/22; Professor | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| SELWYN ISAKOW | ||||||||||
| Director | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| TODD BINDER | ||||||||||
| Director | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| CRISTIN O'CALLAHAN | ||||||||||
| Gen. Counsel & Corp. Secretary - Beg. 1/1/22 | 15.0 | 46.0 | Yes (X) | $143,639 | $430,917 | $121,560 | ||||
| DONALD J MATTHEWSON | ||||||||||
| Asst. Treasurer & VP, Treasury & Fin. Strategy | 15.0 | 45.0 | Yes (X) | $122,018 | $366,054 | $47,752 | ||||
| GREGORY D SCHETINA | ||||||||||
| GEN. COUNSEL & Corp. SECRETARY - Thru 12/31/21 | 15.0 | 46.0 | Yes (X) | $316,714 | $950,142 | $184,060 | ||||
| JENNIFER A PARKHURST | ||||||||||
| Treasurer & CFO | 15.0 | 46.0 | Yes (X) | $476,838 | $1,430,514 | $274,536 | ||||
| ROBERT W STONE | ||||||||||
| PRESIDENT & CEO | 15.0 | 46.0 | Yes (X) | $867,012 | $2,601,035 | $645,461 | ||||
| Ashley Baker Lee | ||||||||||
| SVP, Research Operations | 30.0 | 30.0 | $495,549 | $468,549 | $105,701 | Yes (X) | ||||
| David Horne PhD | ||||||||||
| Vice Provost & Deputy Director | 51.0 | 9.0 | $752,847 | $132,855 | $107,300 | Yes (X) | ||||
| Debra Fields | ||||||||||
| EVP & Chief Transformation Officer | 15.0 | 45.0 | $329,274 | $987,822 | $272,088 | Yes (X) | ||||
| Mark Hulse | ||||||||||
| Chief Digital Officer | 15.0 | 45.0 | $374,801 | $1,124,402 | $211,800 | Yes (X) | ||||
| Steven T Rosen MD | ||||||||||
| Provost & Chief Scientific Officer | 33.0 | 27.0 | $1,039,403 | $837,223 | $267,963 | Yes (X) | ||||
| HARLAN LEVINE MD | ||||||||||
| President, Health Innovation & policy | 18.0 | 42.0 | $638,755 | $1,490,428 | $306,391 | Yes (X) | ||||
| KRISTIN BERTELL | ||||||||||
| CHIEF PHILANTHROPY OFFICER | 3.0 | 57.0 | $64,558 | $1,226,609 | $221,087 | Yes (X) | ||||
| MICHAEL A CALIGIURI MD | ||||||||||
| President, COHNMC | 5.0 | 55.0 | $228,821 | $2,320,624 | $330,836 | Yes (X) | ||||
| Patrick Anderson | ||||||||||
| Chief Information Officer - Thru 12/31/21 | 15.0 | 45.0 | $256,320 | $768,959 | $53,256 | Yes (X) | ||||
| VIJAY TRISAL MD | ||||||||||
| Chief Medical Officer | 6.0 | 54.0 | $128,837 | $1,159,538 | $110,535 | Yes (X) | ||||
| Cornelis Van den Berg | ||||||||||
| Former Officer | 15.0 | 45.0 | $192,240 | $576,720 | $78,516 | Yes (X) | ||||
| Jeffrey Walker | ||||||||||
| Former Officer | 15.0 | 30.0 | $84,698 | $254,094 | $15,644 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,698,005 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $17,126,485 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,561,792 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 294 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mintz Levin Cohn Ferris Glovsky and Popeo PC | |||||
| 2049 Century Park East Ste 300 | Los Angeles | CA | 90067 | Legal Services | $3,128,976 |
| Jones Day | |||||
| 555 South Flower Street 50th Floor | Los Angeles | CA | 90071 | Legal Services | $2,125,193 |
| Durie Tangri LLP | |||||
| 953 E 3rd Street Ste 100 | Los Angeles | CA | 90013 | Legal Services | $1,897,962 |
| Fish & Richardson PC | |||||
| 633 West 5th Street 26th Floor | Los Angeles | CA | 90071 | Legal Services | $1,343,078 |
| LCS Constructors Inc | |||||
| 15205 Alton Parkway | Irvine | CA | 92618 | Construction Services | $1,333,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $48,853,255 | RelatedOrganizationsAmt |
| Government Grants | $98,626,185 | GovernmentGrantsAmt |
| All Other Contributions | $6,673,438 | AllOtherContributionsAmt |
| Total Contributions | $154,152,878 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Research Activities | 541700 | $24,213,257 | $24,213,257 |
| Specialized Lab Revenue | 541380 | $659,554 | $659,554 |
| Graduate Education Program | 611310 | $292,150 | $292,150 |
| Rental Income - Graduate Education | 721310 | $38,840 | $38,840 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,203,801 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,429,552 | TotalRevenueColumnAmt |
| Exclusion | $14,429,552 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,755,042 | TotalRevenueColumnAmt |
| Exclusion | $12,755,042 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $86,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $86,500 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,500 | TotalRevenueColumnAmt |
| Exclusion | $86,500 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,102,078,744 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,022,986,801 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,091,943 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,091,943 | TotalRevenueColumnAmt |
| Exclusion | $79,091,943 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME FROM K-1'S | Desc |
| Business | 901101 | BusinessCd |
| Total Revenue Column | $2,556,297 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,556,297 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,556,297 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $288,276,013 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,203,801 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,556,297 | UnrelatedBusinessRevenueAmt |
| Exclusion | $106,363,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,033,214 | TotalAmt |
| Program Services | $2,227,615 | ProgramServicesAmt |
| Management And General | $4,747,948 | ManagementAndGeneralAmt |
| Fundraising | $57,651 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,259 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $352,259 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,712,668 | TotalAmt |
| Program Services | $131,522,346 | ProgramServicesAmt |
| Management And General | $21,132,231 | ManagementAndGeneralAmt |
| Fundraising | $58,091 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,190,968 | TotalAmt |
| Program Services | $8,150,312 | ProgramServicesAmt |
| Management And General | $1,040,619 | ManagementAndGeneralAmt |
| Fundraising | $37 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,510,042 | TotalAmt |
| Program Services | $13,968,950 | ProgramServicesAmt |
| Management And General | $2,530,283 | ManagementAndGeneralAmt |
| Fundraising | $10,809 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,054,743 | TotalAmt |
| Program Services | $8,435,050 | ProgramServicesAmt |
| Management And General | $1,612,843 | ManagementAndGeneralAmt |
| Fundraising | $6,850 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,570,522 | TotalAmt |
| Program Services | $31,347 | ProgramServicesAmt |
| Management And General | $6,539,175 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,681 | TotalAmt |
| Management And General | $44,681 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,657,517 | TotalAmt |
| Management And General | $2,657,517 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,754,950 | TotalAmt |
| Program Services | $31,677,527 | ProgramServicesAmt |
| Management And General | $16,073,876 | ManagementAndGeneralAmt |
| Fundraising | $3,547 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,790,755 | TotalAmt |
| Program Services | $1,982,338 | ProgramServicesAmt |
| Management And General | $808,196 | ManagementAndGeneralAmt |
| Fundraising | $221 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,835,364 | TotalAmt |
| Program Services | $5,499,709 | ProgramServicesAmt |
| Management And General | $335,533 | ManagementAndGeneralAmt |
| Fundraising | $122 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,829,543 | TotalAmt |
| Program Services | $6,505,712 | ProgramServicesAmt |
| Management And General | $3,323,102 | ManagementAndGeneralAmt |
| Fundraising | $729 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,409,110 | TotalAmt |
| Program Services | $6,409,110 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,172,671 | TotalAmt |
| Program Services | $9,356,855 | ProgramServicesAmt |
| Management And General | $3,814,775 | ManagementAndGeneralAmt |
| Fundraising | $1,041 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,356,022 | TotalAmt |
| Program Services | $963,214 | ProgramServicesAmt |
| Management And General | $392,701 | ManagementAndGeneralAmt |
| Fundraising | $107 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,976 | TotalAmt |
| Program Services | $402,074 | ProgramServicesAmt |
| Management And General | $162,858 | ManagementAndGeneralAmt |
| Fundraising | $44 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,702,704 | TotalAmt |
| Program Services | $4,266,071 | ProgramServicesAmt |
| Management And General | $436,633 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,539,979 | TotalAmt |
| Program Services | $20,384,331 | ProgramServicesAmt |
| Management And General | $7,149,991 | ManagementAndGeneralAmt |
| Fundraising | $5,657 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,158,745 | TotalAmt |
| Program Services | $823,083 | ProgramServicesAmt |
| Management And General | $335,570 | ManagementAndGeneralAmt |
| Fundraising | $92 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,976,190 | TotalAmt |
| Program Services | $2,842,422 | ProgramServicesAmt |
| Management And General | $1,133,458 | ManagementAndGeneralAmt |
| Fundraising | $310 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,599,613 | TotalAmt |
| Program Services | $288,953,230 | ProgramServicesAmt |
| Management And General | $78,499,862 | ManagementAndGeneralAmt |
| Fundraising | $146,521 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,681,035 | BOYAmt |
| EOY | $7,545,012 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,476,960 | BOYAmt |
| EOY | $17,336,792 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,481,838 | BOYAmt |
| EOY | $35,176,879 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $13,521,672 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,377,157 | BOYAmt |
| EOY | $5,753,644 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,461 | BOYAmt |
| EOY | $306,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $583,082,378 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $282,902,376 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,505,148 | BOYAmt |
| EOY | $300,180,002 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,030,523 | BOYAmt |
| EOY | $282,925,843 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,730,798 | BOYAmt |
| EOY | $897,988,765 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,243,162 | BOYAmt |
| EOY | $194,535,097 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,995,828,082 | BOYAmt |
| EOY | $1,755,270,549 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,947,308 | BOYAmt |
| EOY | $42,372,436 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,894,125 | BOYAmt |
| EOY | $9,407,922 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,723,925 | BOYAmt |
| EOY | $50,104,751 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000,000 | BOYAmt |
| EOY | $50,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,111,229 | BOYAmt |
| EOY | $475,008,805 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,676,587 | BOYAmt |
| EOY | $626,893,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,427,028,168 | BOYAmt |
| EOY | $1,100,918,157 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,123,327 | BOYAmt |
| EOY | $27,458,478 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,458,151,495 | BOYAmt |
| EOY | $1,128,376,635 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,995,828,082 | BOYAmt |
| EOY | $1,755,270,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$79,323,600 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$259,897,637 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $9,446,377 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Hope National Medical Center | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | Duarte | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,038,955,240 | BeginningYearBalanceAmt |
| Contributions | $29,999 | ContributionsAmt |
| Investment Earnings Or Losses | -$121,654,359 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $180,230 | OtherExpendituresAmt |
| End Year Balance | $917,150,650 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $813,672,523 | BeginningYearBalanceAmt |
| Contributions | $30,000 | ContributionsAmt |
| Investment Earnings Or Losses | $225,523,936 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $271,219 | OtherExpendituresAmt |
| End Year Balance | $1,038,955,240 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $765,484,958 | BeginningYearBalanceAmt |
| Contributions | $30,000 | ContributionsAmt |
| Investment Earnings Or Losses | $48,653,478 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $495,913 | OtherExpendituresAmt |
| End Year Balance | $813,672,523 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $750,855,062 | BeginningYearBalanceAmt |
| Contributions | $14,850 | ContributionsAmt |
| Investment Earnings Or Losses | $15,019,931 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $404,885 | OtherExpendituresAmt |
| End Year Balance | $765,484,958 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $693,069,392 | BeginningYearBalanceAmt |
| Contributions | $30,113 | ContributionsAmt |
| Investment Earnings Or Losses | $58,203,028 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $447,471 | OtherExpendituresAmt |
| End Year Balance | $750,855,062 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0155 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0145 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,332,218 | OtherCostOrOtherBasisAmt |
| Book Value | $6,332,218 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $374,906,720 | OtherCostOrOtherBasisAmt |
| Depreciation | $153,245,388 | DepreciationAmt |
| Book Value | $221,661,332 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $190,426,533 | OtherCostOrOtherBasisAmt |
| Depreciation | $129,656,988 | DepreciationAmt |
| Book Value | $60,769,545 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,416,907 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $11,416,907 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $300,180,002 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,648,768 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Alternative Investments | $895,154,934 | F |
| Equity Interests | $1,185,063 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $897,988,765 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $194,535,097 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $475,008,805 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | BECKMAN 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) footnote | THE 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)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $181,401,263 | |
| Central America and the Caribbean | 0 | 1 | Conference Travel | $556 | Attending Research Symposiums |
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | $177,879 | Research Activities |
| Europe (Including Iceland and Greenland) | 0 | 25 | Conference Travel | $186,683 | Attending Research Symposiums |
| North America (Canada & Mexico only) | 0 | 0 | Investments | $25,263,915 | |
| North America (Canada & Mexico only) | 0 | 7 | Conference Travel | $19,346 | Attending Research Symposiums |
| South Asia | 0 | 1 | Conference Travel | $2,507 | Attending Research Symposiums |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 35 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Subtotal Spent | $207,052,149 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $207,052,149 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | THE 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 plan | THE 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 payments | THE 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 directors | JOHN 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| California Health Facilities Financing Authority | ||||||||
| A | 521643828 | 13033LN37 | 2012-11-14 | $57,928,340 | Refund prior issue/capital projects | false | false | false |
| California Health Facilities Financing Authority | ||||||||
| B | 521643828 | 000000000 | 2017-02-10 | $32,680,000 | Refunding Issue | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate 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 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $32,680,000 | $0 | $0 | $0 | $180,000 | $0 | $0 | $0 | $32,500,000 | $0 | 2017 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0081 | 0.0 | 0.0081 | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0115 | 0.0 | 0.0115 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo Bank NA | ||||||||||||
| A | false | false | false | Yes (true) | Yes (true) | Yes (true) | 30.0 | false | false | false | false | Yes (true) |
| Wells Fargo Bank NA | ||||||||||||
| B | false | false | false | Yes (true) | Yes (true) | Yes (true) | 25.8 | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (e) Line A | 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 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 A | THE 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 B | THE 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 B | THE 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 A | Issuer 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 B | Issuer 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Hickey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Spouse of Board Member | RelationshipDescriptionTxt |
| Transaction | $254,576 | TransactionAmt |
| Transaction | Employee Compensation | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 Organization's Mission | BECKMAN 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 ARRANGEMENT | MOST 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 stockholders | CITY 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 body | CITY 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 stockholders | CERTAIN 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 body | There 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 body | A 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 policy | ALL 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 official | THE 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 employees | THE 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 public | THE 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 Devoted | 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 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 Contractors | It 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 Fees | Purchased 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 balances | Change 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| City of Hope | ||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 953435919 | Fundraising | CA | 501(c)(3) | 7 | NA | false |
| City of Hope National Medical Center | ||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 951683875 | Hospital | CA | 501(c)(3) | 3 | City of Hope | Yes (true) |
| City of Hope Medical Foundation | ||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 274803222 | Healthcare | CA | 501(c)(3) | 3 | City of Hope | Yes (true) |
| The Translational Genomics Research Institute | ||||||||||
| 445 N 5th Street Suite 600 | Phoenix | AZ | 85004 | 753065445 | Research | AZ | 501(c)(3) | 7 | City of Hope | Yes (true) |
| The Translational Genomics Research Institute Foundation | ||||||||||
| 445 N 5th Street Suite 120 | Phoenix | AZ | 85004 | 331092191 | Fundraising | AZ | 501(c)(3) | 7 | TGEN | Yes (true) |
| COH HoldCo Inc | ||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 873651176 | Support | DE | 501(c)(3) | Type III-FI | City of Hope | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| AccessHope LLC | ||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 842818450 | Oncology Support | DE | NA | N/A |
| Southern California Radiation Oncology LLC | ||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 364887584 | Radiation Oncology | DE | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COH HOLDCO INC (converted to tax-exempt on 93022) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1Txt |
| City | DUARTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873651176 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF HOPE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| L | $2,074,097 | Book |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| M | $63,555,987 | Book |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| O | $43,812,888 | Book |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| P | $33,530,749 | Book |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| Q | $9,883,901 | Book |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| O | $234,593 | Book |
| The Translational Genomics Research Institute | ||
| C | $123,597 | Book |