CITY OF HOPE NATIONAL MEDICAL CENTER: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CITY OF HOPE NATIONAL MEDICAL CENTER (EIN 95-1683875)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-09
- IRS object ID
- 202232219349302068
- Schema version
- 2020v4.1
- 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 C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-09T16:11:18-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 AVE STE 1700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951683875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Hope National Medical Center | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Jennifer A Parkhurst | InCareOfNm |
| Business Name Control | CITY | BusinessNameControlTxt |
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Parkhurst | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6262564673 | PhoneNum |
| Signature | 2022-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | PARKHURST | 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 | 2022-08-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert W Stone | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $2,999,252,294 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cityofhope.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE COMPASSIONATE MEDICAL CARE TO PEOPLE WITH CANCER AND OTHER LIFE-THREATENING DISEASES. SUPPORT RESEARCH THAT MAY BRING INNOVATIVE TREATMENTS TO PATIENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 6723 | TotalEmployeeCnt |
| Total Volunteers | 279 | TotalVolunteersCnt |
| Total Gross UBI | $3,758,827 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,940,377 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $45,080,223 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,000,127 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,399,940,920 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,516,427,916 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,425,544 | PYInvestmentIncomeAmt |
| CY Investment Income | $52,432,650 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,138,521 | PYOtherRevenueAmt |
| CY Other Revenue | $9,357,377 | CYOtherRevenueAmt |
| PY Total Revenue | $1,465,585,208 | PYTotalRevenueAmt |
| CY Total Revenue | $1,624,218,070 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,275,504 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $700,747 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $610,206,495 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $669,863,107 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $830,337,769 | PYOtherExpensesAmt |
| CY Other Expenses | $919,918,450 | CYOtherExpensesAmt |
| PY Total Expenses | $1,449,819,768 | PYTotalExpensesAmt |
| CY Total Expenses | $1,590,482,304 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,765,440 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,735,766 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,972,994,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,832,312,281 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,202,300,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,999,292,327 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $770,693,840 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $833,019,954 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE CARE AND TREATMENT TO PERSONS AFFECTED BY LIFE-THREATENING DISEASES SUCH AS CANCER, AND TO PROVIDE SCIENTIFIC INVESTIGATION AND RESEARCH OF THESE DISEASES. CONTINUED ON SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,403,007,204 | ExpenseAmt |
| Grant | $700,747 | GrantAmt |
| Revenue | $1,516,427,916 | RevenueAmt |
| Desc | PATIENT CARE: THE MEDICAL CENTER PROVIDES ACUTE-CARE MEDICAL SERVICES FOR PATIENTS BEING TREATED FOR SOME FORM OF CANCER, INCLUDING LEUKEMIA AND LYMPHOMA, COLORECTAL, PROSTATE, GYNECOLOGIC AND BREAST CANCERS. ALL PATIENTS TREATED AT THE MEDICAL CENTER BENEFIT FROM THE LATEST TECHNOLOGIES INCLUDING THOSE DERIVED FROM TRANSLATIONAL MEDICINE, ACHIEVED BY COLLABORATION BETWEEN MEMBERS OF THE PATIENT CARE TEAMS AND THE SCIENTIFIC AND BENCH RESEARCH ACTIVITIES PERFORMED THROUGHOUT THE ORGANIZATION. CONTINUED ON SCHEDULE O, PART III, LINE 4A | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH: THE MEDICAL CENTER FUNDS A VARIETY OF CLINICAL AND LABORATORY RESEARCH ACTIVITIES FOCUSED ON FINDING CURES AND TREATMENTS FOR CANCER AND OTHER LIFE-THREATENING DISEASES FOR WHICH GRANT AND EXTRAMURAL FUNDING IS NOT AVAILABLE. COUPLED WITH THE BECKMAN RESEARCH INSTITUTE, THE MEDICAL CENTER HAS A LONG HISTORY OF SIGNIFICANT RESEARCH CONTRIBUTIONS IN CANCER TREATMENT THERAPIES, DIABETES AND OTHER DISEASES. CONTINUED ON SCHEDULE O, PART III, LINE 4B | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLIC INFORMATION AND EDUCATION: THE MEDICAL CENTER IS COMMITTED TO SERVING THE COMMUNITY THROUGH EDUCATION AND SUPPORT SERVICES TO INFORM AND EDUCATE THE PUBLIC THROUGH CANCER AWARENESS PROGRAMS, HEALTH EVENTS AND EDUCATIONAL FORUMS FOR COMMUNITY GROUPS AND BUSINESSES. CONTINUED ON SCHEDULE O, PART III, LINE 4C | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,403,007,204 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | 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 | false | 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 | 436 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6723 | 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 | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (true) | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer A Parkhurst | PersonNm |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert Stone | ||||||||||
| FORMER PRESIDENT/CEO | 18.0 | 42.0 | Yes (X) | $944,249 | $2,203,247 | $558,067 | ||||
| Michael A Caligiuri MD | ||||||||||
| President - Medical Center | 54.0 | 6.0 | $1,736,001 | $192,889 | $425,127 | Yes (X) | ||||
| Harlan Levine | ||||||||||
| Pres Strategy & Bus. Ventures | 18.0 | 42.0 | Yes (X) | $551,516 | $1,286,869 | $296,674 | ||||
| Steven T Rosen MD | ||||||||||
| Provost, Cancer Ctr Director | 17.0 | 43.0 | Yes (X) | $462,234 | $1,131,674 | $267,668 | ||||
| Annette Walker | ||||||||||
| President of COH OC Cancer Ctr | 39.0 | 21.0 | Yes (X) | $897,593 | $483,319 | $315,460 | ||||
| Jennifer Parkhurst | ||||||||||
| Chief Financial Officer | 15.0 | 45.0 | $343,685 | $1,031,057 | $313,357 | Yes (X) | ||||
| Jeffrey Walker | ||||||||||
| COO/Assistant Secretary | 15.0 | 45.0 | $369,473 | $1,108,416 | $177,831 | Yes (X) | ||||
| Debra F Fields | ||||||||||
| EVP Chief Transformation Off | 15.0 | 45.0 | Yes (X) | $315,025 | $945,073 | $228,690 | ||||
| Mark Hulse | ||||||||||
| Chief Digital Officer | 15.0 | 45.0 | $262,139 | $786,413 | $224,363 | Yes (X) | ||||
| Gregory D Schetina | ||||||||||
| General Counsel/Secretary | 15.0 | 45.0 | $260,987 | $782,960 | $215,265 | Yes (X) | ||||
| Susan J Brown | ||||||||||
| SVP Chief Nursing | 60.0 | 0.0 | $856,972 | $0 | $85,287 | Yes (X) | ||||
| Cornelis Van Den Berg | ||||||||||
| Former Officer | 15.0 | 45.0 | $157,787 | $473,361 | $74,749 | Yes (X) | ||||
| Jonathan Reuter | ||||||||||
| VP Facilities & Construction | 36.0 | 24.0 | $295,012 | $196,675 | $60,565 | Yes (X) | ||||
| Donald J Matthewson | ||||||||||
| Vice Treasurer | 15.0 | 45.0 | $107,525 | $322,571 | $58,338 | Yes (X) | ||||
| Adrienne White-Faines | ||||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Clarke Anderson MD | ||||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Donald Hoffman | ||||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Eddie Hartenstein | ||||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Ernie So | ||||||||||
| Board Member | 2.0 | 2.0 | $0 | $0 | $0 | Yes (X) | ||||
| Jody Horowitz Marsh | ||||||||||
| Board Member | 2.0 | 3.0 | $0 | $0 | $0 | Yes (X) | ||||
| Leslie Popplewell MD | ||||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Morgan Chu | ||||||||||
| Board Member/Chair | 2.0 | 5.0 | $0 | $0 | $0 | Yes (X) | ||||
| Richard Myers | ||||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Sheri Biller | ||||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Steve Fink | ||||||||||
| Board Member | 2.0 | 4.0 | $0 | $0 | $0 | Yes (X) | ||||
| Vincent Chung MD | ||||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Warren Chow MD | ||||||||||
| Board Member (THRU 08/2021) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,560,198 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $10,944,524 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,301,441 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2022 | 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 |
|---|---|---|---|---|---|
| INFINITE COMPUTER SOLUTIONS | |||||
| 2600 TOWER OAKS BLVD | ROCKVILLE | MN | 20852 | OUTSOURCED IT SVCS | $16,172,179 |
| HENSEL PHELPS CONSTRUCTION CO | |||||
| 420 Sixth Avenue | Greeley | CO | 80631 | CONSTRUCTION SVCS | $15,808,189 |
| HATHAWAY DINWIDDIE CONSTRUCTION CO | |||||
| 811 WILSHIRE BLVD 1500 | LOS ANGELES | CA | 90017 | CONSTRUCTION SVCS | $15,768,125 |
| DEVCOOL | |||||
| 5890 STONERIDGE DRIVE | PLEASANTON | CA | 94588 | CONSULTING SERVICES | $14,611,027 |
| LAYTON CONSTRUCTION CO INC | |||||
| 8961 Research Drive Suite 100 | Irvine | CA | 92618 | CONSTRUCTION SVCS | $12,966,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 193 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $20,834,739 | RelatedOrganizationsAmt |
| Government Grants | $24,505,796 | GovernmentGrantsAmt |
| All Other Contributions | $659,592 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $46,000,127 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| NET PATIENT REVENUE | 621110 | $1,448,505,239 | $1,448,505,239 | $0 | $0 |
| RESEARCH/CLINICAL TRIALS | 621110 | $44,929,522 | $44,929,522 | $0 | $0 |
| LEASED EMPLOYEES | 900099 | $16,181,966 | $16,181,966 | $0 | $0 |
| OTHER EXEMPT FUNCTION REVENUE | 621110 | $2,347,529 | $2,347,529 | $0 | $0 |
| OTHER PATIENT ANCILLARY REVENUE | 621110 | $1,577,094 | $1,577,094 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,886,566 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,886,566 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,516,427,916 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,030,506 | TotalRevenueColumnAmt |
| Exclusion | $13,030,506 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $117,579 | 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 | $117,579 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,579 | TotalRevenueColumnAmt |
| Exclusion | $117,579 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,414,436,368 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,375,034,224 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,402,144 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,402,144 | TotalRevenueColumnAmt |
| Exclusion | $39,402,144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Cafeteria Sales | 900099 | $2,513,726 | $0 | $0 | $2,513,726 |
| SPECIALIZED LAB TESTING | 621500 | $2,323,241 | $0 | $2,323,241 | $0 |
| INVESTMENT INCOME FROM K1 | 525900 | $1,435,586 | $0 | $1,435,586 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,967,245 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,967,245 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,239,798 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,624,218,070 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,516,427,916 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,758,827 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,031,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,747 | TotalAmt |
| Program Services | $700,747 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,598,203 | TotalAmt |
| Program Services | $146,376 | ProgramServicesAmt |
| Management And General | $4,451,827 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,021 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $186,021 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $540,136,912 | TotalAmt |
| Program Services | $464,722,012 | ProgramServicesAmt |
| Management And General | $75,414,900 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,704,789 | TotalAmt |
| Program Services | $20,278,030 | ProgramServicesAmt |
| Management And General | $3,426,759 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,843,986 | TotalAmt |
| Program Services | $53,757,955 | ProgramServicesAmt |
| Management And General | $9,086,031 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,393,196 | TotalAmt |
| Program Services | $32,765,237 | ProgramServicesAmt |
| Management And General | $5,627,959 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,211,545 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,211,545 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,290,706 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,290,706 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,034 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $416,034 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,303,405 | TotalAmt |
| Management And General | $1,303,405 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,938,181 | TotalAmt |
| Program Services | $211,370,386 | ProgramServicesAmt |
| Management And General | $33,567,795 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,274,760 | TotalAmt |
| Program Services | $13,440,709 | ProgramServicesAmt |
| Management And General | $4,834,051 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,526,170 | TotalAmt |
| Program Services | $102,591,276 | ProgramServicesAmt |
| Management And General | $4,934,894 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,974,696 | TotalAmt |
| Program Services | $38,472,657 | ProgramServicesAmt |
| Management And General | $1,502,039 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,600 | TotalAmt |
| Program Services | $20,600 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,863,377 | TotalAmt |
| Program Services | $13,044,121 | ProgramServicesAmt |
| Management And General | $4,819,256 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,622 | TotalAmt |
| Program Services | $700,634 | ProgramServicesAmt |
| Management And General | $251,988 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,668,364 | TotalAmt |
| Program Services | $1,227,047 | ProgramServicesAmt |
| Management And General | $441,317 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,380,171 | TotalAmt |
| Program Services | $20,045,897 | ProgramServicesAmt |
| Management And General | $3,334,274 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,082,859 | TotalAmt |
| Program Services | $76,775,664 | ProgramServicesAmt |
| Management And General | $19,307,195 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,205,090 | TotalAmt |
| Program Services | $1,621,798 | ProgramServicesAmt |
| Management And General | $583,292 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical/Pharmacy Supplies | $297,753,792 | $297,753,792 | $0 | $0 |
| Hospital Provider Fee | $25,801,763 | $25,801,763 | $0 | $0 |
| Repairs and maintenance | $17,875,722 | $17,204,046 | $671,676 | $0 |
| Dues and subscriptions | $4,625,325 | $3,784,795 | $840,530 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,753,268 | TotalAmt |
| Program Services | $6,781,662 | ProgramServicesAmt |
| Management And General | $2,971,606 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,590,482,304 | TotalAmt |
| Program Services | $1,403,007,204 | ProgramServicesAmt |
| Management And General | $187,475,100 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,687,279 | BOYAmt |
| EOY | $19,665,178 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,626,647 | BOYAmt |
| EOY | $4,016,984 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,595,392 | BOYAmt |
| EOY | $87,429,136 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,251,612 | BOYAmt |
| EOY | $276,547,166 | 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 | $2,848,699 | BOYAmt |
| EOY | $3,187,091 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,089,020 | BOYAmt |
| EOY | $25,149,374 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,913,668 | BOYAmt |
| EOY | $24,522,570 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,834,752,505 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $828,688,899 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,107,648 | BOYAmt |
| EOY | $1,006,063,606 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,764,449 | BOYAmt |
| EOY | $727,189,512 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,525,694 | BOYAmt |
| EOY | $231,733,443 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,584,058 | BOYAmt |
| EOY | $426,808,221 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,972,994,166 | BOYAmt |
| EOY | $2,832,312,281 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,106,707 | BOYAmt |
| EOY | $307,322,551 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,635,783 | BOYAmt |
| EOY | $92,910,215 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,421,140 | BOYAmt |
| EOY | $543,510,712 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,000,000 | BOYAmt |
| EOY | $600,000,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,118,915 | BOYAmt |
| EOY | $19,448,739 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,017,781 | BOYAmt |
| EOY | $436,100,110 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,202,300,326 | BOYAmt |
| EOY | $1,999,292,327 | 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 | $770,693,840 | BOYAmt |
| EOY | $833,019,954 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $770,693,840 | BOYAmt |
| EOY | $833,019,954 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,972,994,166 | BOYAmt |
| EOY | $2,832,312,281 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $33,735,766 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $34,921,156 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$6,330,808 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $416,034 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $416,034 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B | FormAndLineReferenceDesc |
| Explanation | DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: THE MEDICAL CENTER INCURRED LOBBYING EXPENDITURES IN THE AMOUNT OF $416,034 DURING FISCAL YEAR 2021 RELATED TO THE FOLLOWING LOBBYING ACTIVITIES: FEDERAL LEGISLATION: 1. ADVOCATED FOR AN INCREASE IN FEDERAL FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH AND NATIONAL CANCER INSTITUTE 2. ADVOCATED ON ISSUES RELATED TO THE PROVIDER RELIEF FUND 3. ADVOCATED ON EXTENSION OF SEQUESTRATION MORATORIUM 4. ADVOCATED FOR COMMUNITY PROJECT FUNDING STATE LEGISLATION: 1. LOBBIED LEGISLATURE AND GOVERNOR'S OFFICE REGARDING BUDGET FUNDING FOR PHYSICIAN ORDERS FOR LIFE SUSTAINING TREATMENT REGISTRIES 2. LOBBIED LEGISLATURE REGARDING CALIFORNIA CANCER PATIENTS BILL OF RIGHTS (SCR 11), AB 593, SB 55, AND SB 310 | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,077,663 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,880,364 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $73,958,027 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,120,180 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,957,483 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $63,077,663 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,001,726 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,118,454 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $59,120,180 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,711,235 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,290,491 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $58,001,726 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,695,686 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,015,549 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $54,711,235 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $91,620,459 | OtherCostOrOtherBasisAmt |
| Book Value | $91,620,459 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $403,547,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $235,937,327 | DepreciationAmt |
| Book Value | $167,610,039 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,486,180 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,166,540 | DepreciationAmt |
| Book Value | $9,319,640 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $753,607,394 | OtherCostOrOtherBasisAmt |
| Depreciation | $575,585,032 | DepreciationAmt |
| Book Value | $178,022,362 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $559,491,106 | OtherCostOrOtherBasisAmt |
| Book Value | $559,491,106 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,006,063,606 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Alternative Investments | Desc |
| Book Value | $231,733,443 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $231,733,443 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (9 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from Affiliate | $293,637,841 |
| Retirement Fund 457B | $46,221,548 |
| RIGHT-OF-USE OPERATING LEASE | $62,114,288 |
| RIGHT-OF-USE FINANCE LEASE | $10,528,938 |
| Bond Issuance Discount | $5,940,735 |
| Insurance Recovery | $4,201,956 |
| Bond Issuance Costs | $3,396,254 |
| Miscellaneous | $495,383 |
| SB1732 Receivable | $271,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $426,808,221 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliate | $209,082,805 |
| RIGHT-OF-USE OPERATING LEASE | $66,272,373 |
| Bond Issuance Premium | $58,898,120 |
| Retirement Fund 457B Payable | $46,221,548 |
| Self Insurance Liabilities | $19,472,754 |
| DEFERRED PAYROLL TAX | $12,941,113 |
| ESTIMATED 3RD PARTY PAYOR STLMT | $12,436,167 |
| Interest Rate Swap Liability | $10,588,833 |
| Senate Bill 1732 Liability | $186,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $436,100,110 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS: THE MEDICAL CENTER HAS DESIGNATED QUASI-ENDOWMENT FUNDS THAT ARE AVAILABLE TO FUND FUTURE RESEARCH, CAPITAL OR EXPANSION ACTIVITIES AS DETERMINED BY MANAGEMENT AND THE CITY OF HOPE BOARD OF DIRECTORS. |
| SCHEDULE D, PART X, LINE 2 | THE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2021 (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, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESSHOPE, LLC, AND CITY OF HOPE AUXILIARIES (AUXILIARIES): FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION TOPIC 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 AT SEPTEMBER 30, 2021 AND 2020. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt |
|---|---|---|---|
| Central America and the Caribbean | Investments | $73,104,135 | |
| North America | Program Services | $373,008 | 1 |
| South Asia | Program Services | $98,383 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $73,575,526 | SubtotalSpentAmt |
| Total Spent | $73,575,526 | 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 | FormAndLineReferenceDesc |
| Explanation | INVESTMENT ACTIVITIES OF THE MEDICAL CENTER INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 7.44% OF THE MEDICAL CENTER'S OVERALL CASH AND INVESTMENT PORTFOLIO. THE MEDICAL CENTER'S ALTERNATIVE INVESTMENTS CONSIST OF EQUITY COMMINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE SECURITIES AND FUND LIMITED PARTNERSHIPS. VARIOUS STRATEGIES SEEK TO ACHIEVE ATTRACTIVE RISK ADJUSTED RETURNS ACROSS PUBLIC AND PRIVATE EQUITY AND DEBT SECURITIES, DERIVATIVES, PRIVATE COMPANIES, VENTURE CAPITAL, REAL ESTATE, ETC. THESE ALTERNATIVE INVESTMENTS MAY INVEST IN BOTH REGISTERED AND NON-REGISTERED SECURITIES IN THE U.S. AND GLOBALLY, WITH EXPOSURE TO BOTH EMERGING AND DEVELOPED MARKETS. THE MEDICAL CENTER'S HEDGE FUND INVESTMENTS CONSIST OF DIRECT AND MULTI-MANAGER "HEDGE FUND OF FUND" INVESTMENTS. STRATEGIES INCLUDE LONG/SHORT EQUITY, LONG/SHORT CREDIT, AND OTHER STRATEGIES. INVESTMENTS IN HEDGE FUNDS HAVE LIMITED LIQUIDITY AND MAY BE SUBJECT TO VARIOUS LOCKUP PERIODS, REDEMPTION FEES, AND NOTICE REQUIREMENTS. HEDGE FUNDS TYPICALLY RESERVE THE RIGHT TO REDUCE OR SUSPEND REDEMPTIONS (GATING EVENT) AND TO SATISFY REDEMPTIONS BY MAKING DISTRIBUTIONS IN KIND, UNDER CERTAIN CIRCUMSTANCES. ADDITIONALLY, HEDGE FUNDS MAY HOLD, DIRECTLY OR INDIRECTLY, SIDE-POCKET INVESTMENTS WHERE NO REDEMPTIONS ARE PERMITTED UNTIL SUCH INVESTMENTS ARE LIQUIDATED OR DEEMED REALIZED. REDEMPTION PERIODS RANGE MONTHLY, QUARTERLY, OR ANNUALLY WITH NOTICE REQUIREMENTS BETWEEN 30 TO 90 DAYS. CITY OF HOPE ALSO INVESTS IN FUND LIMITED PARTNERSHIPS WITH PRIVATE EQUITY LIKE TERMS, INCLUDING CAPITAL CALLS DURING ITS INVESTMENT PERIOD. THESE SELECT FUNDS, WHICH ARE CURRENTLY OPPORTUNISTIC CREDIT STRATEGIES, ARE CLASSIFIED UNDER HEDGE FUNDS. THE MEDICAL CENTER'S PRIVATE EQUITY INVESTMENTS CONSIST OF FUND LIMITED PARTNERSHIPS. STRATEGIES INCLUDE BUYOUT, VENTURE/GROWTH CAPITAL, DEBT, AND SECONDARY PRIVATE EQUITY. FUND TERMS ARE TYPICALLY TEN YEARS OR GREATER. THE MEDICAL CENTER MAY NOT WITHDRAW, SELL, ASSIGN, OR TRANSFER ITS INTERESTS IN THESE FUNDS, EXCEPT IN CERTAIN, VERY LIMITED CIRCUMSTANCES, SUBJECT TO CONSENT BY THE GENERAL PARTNERS OF THE FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. THE MEDICAL CENTER HAD TWO EMPLOYEES OUT OF THE UNITED STATES AND THEY HAVE BEEN DISLCOSED ON PART I, LINE 3. FURTHERMORE, ITS REPUTATION AS A WORLD CLASS RESEARCH AND TREATMENT FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION, THE MEDICAL CENTER RECEIVES DONATIONS AND GRANTS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| FPG Reference Discounted Care | false | FPGReferenceDiscountedCareInd |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,602,535 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $8,602,535 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00540 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $213,634,698 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $215,085,491 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $222,237,233 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $215,085,491 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,602,535 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00540 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,932,176 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,932,176 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00180 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,887,273 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,887,273 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00240 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $167,919,934 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $45,613,849 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $122,306,085 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07690 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $700,747 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $700,747 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $175,440,130 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $45,613,849 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $129,826,281 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08150 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $397,677,363 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $260,699,340 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $138,428,816 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08690 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $628,085 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $628,085 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $628,085 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $628,085 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Reimbursed By Medicare | $342,951,995 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $370,881,802 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$27,929,807 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF HOPE NATIONAL MEDICAL CENTER | 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) |
|---|---|---|
| Website Address | WWW.CITYOFHOPE.ORG | WebsiteAddressTxt |
| State License | 93000033 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Other | SHORT-TERM SPECIALTY HOSPITAL | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF HOPE NATIONAL MEDICAL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 19 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | false | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | Continued on Part V, Section C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 20 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | Continued on Part V, Section C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 600. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 0. | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART V, SECTION C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART V, SECTION C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART V, SECTION C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| None Made | Yes (X) | NoneMadeInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Prospective Medicare Medicaid | Yes (X) | ProspectiveMedicareMedicaidInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART V, SECTION B, LINE 3E | THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA. |
| SCHEDULE H, PART V, SECTION B, LINE 5 | DURING THE 2019 FISCAL YEAR, A NEW COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED. This needs assessment was done in collaboration with five non-profit hospitals in the San Gabriel Valley: City of Hope, Huntington Hospital, Methodist - Arcadia, Queen of the Valley and Citrus Valley - both of Emanate Health. This collaboration is of significance because it is the first time one such assessment has been conducted in the San Gabriel Valley. More importantly, not only were they able to reduce duplication of focus groups, they also increased the diversity of these groups to provide richer feedback from the community regarding significant health needs. The hospitals have also committed to working together on three important issues impacting our most vulnerable communities over the next three years: Food Insecurity, Housing Insecurity and Mental Health. MUCH OF THE REPORT PROVIDES DATA ON VARIOUS HEALTH INDICATORS AT THE STATE AND LOS ANGELES COUNTY LEVEL. WHENEVER POSSIBLE, WE GATHERED DATA FOR THE SPECIFIC CITIES LOCATED WITHIN THE SAN GABRIEL VALLEY. FOR EXAMPLE, IF YOU WANT TO LEARN WHICH CITIES HAVE THE HIGHEST PERCENTAGE OF RESIDENTS GRADUATING FROM HIGH SCHOOL, YOU CAN SIMPLY GO TO THE SECTION ON EDUCATIONAL ATTAINMENT AND LOCATE THE TABLE WITH GRADUATION RATES. WE HAVE DONE THE SAME FOR EACH OF THE KEY INDICATORS FOR WHICH THE DATA WAS AVAILABLE. SINCE CITY OF HOPE CONSIDERS LOS ANGELES, ORANGE, SAN BERNARDINO, RIVERSIDE AND VENTURA AS PART OF OUR LARGER SERVICE AREA, WE HAVE INCLUDED DATA ON THOSE COUNTIES. THE CHNA INCLUDED DEVELOPMENT OF A DEMOGRAPHIC AND HEALTH STATUS PROFILE OF THE COMMUNITY AND CONSULTATIONS WITH COMMUNITY REPRESENTATIVES REGARDING HEALTH NEEDS. The CHNA process is designed to (1) develop a deeper understanding of community health care needs, (2) inform each hospital's community benefit plan for outreach and services that complement and extend clinical services, and (3) improve disease prevention and overall health status. Both primary data via community input and secondary data were collected to inform community health priorities and needs, as well as assets and gaps in resources. This data also helps draw a picture of what life is like for residents of that community. Secondary Data Collection Secondary data is a higher level of data that can pinpoint particular diseases and conditions that impact citizens at different geographic levels such as city, county, state, national and world. Knowing secondary data can help an organization target programs and services directly to communities that are impacted the most. However, secondary data can often be impersonal - it will not necessarily tell you why certain health or social conditions exist. Secondary data is like a black-and-white picture. It tells you a lot about a community, but it is two-dimensional. Primary data fleshes out the picture with color and detail. Secondary data is collected from a variety of local, county and state sources to present community demographics, social and economic factors, health access, leading causes of death, cancer incidence and mortality, chronic disease, health behaviors, mental health and substance abuse. The sources of data we used for this CHNA included U.S. Census American Community Survey, County Health Rankings & Roadmaps, California Health Interview Survey, California Department of Public Health, California Department of Finance, California's Office of Statewide Health Planning and Development, California Department of Justice, California Employment Development Department, Community Commons, California Cancer Registry, California Department of Education and Los Angeles County Department of Public Health, among others. When pertinent, these data sets are presented in the context of the State of California, framing the scope of an issue as it relates to the broader community. Secondary data for the hospital service area was collected and documented in data tables with narrative explanations. The tables include the data indicator, the geographic area represented, the data measurement (e.g., rate, number, or percent), county and state comparisons (when available), data source, data year and an electronic link to the data source. The report includes benchmark comparison data that measures Mercy data findings with Healthy People 2020 objectives. Healthy People 2020 is a national initiative to improve public health by providing measurable objectives and goals that are applicable at national, state and local levels. Primary Data Collection In collecting primary data, you enter a community and ask the residents how a particular health or social issue impacts them. This type of information - which is often more significant than a "leading cause of death" - can help you design a program or services to eliminate barriers decreasing quality of life for that group. You may find language, lack of transportation, poverty, crime and/or location of housing are the reasons why a health issue is more prevalent in a community. Primary data can be gathered directly through focus groups, interviews and targeted surveys. When an organization is able to address the most pressing issues - the root causes of health inequities - the path to preventing or eliminating a leading cause of death becomes clearer. The following sections will introduce you to the types of methods used to learn more about City of Hope's community and add color to your own picture of health and wellness in the San Gabriel Valley. Analysis of secondary data yielded a preliminary list of significant health needs, which then informed primary data collection. The primary data collection process was designed to validate secondary data findings, identify additional community issues, solicit information on disparities among subpopulations, ascertain community assets to address needs and discover gaps in resources. For this CHNA, we obtained information through focus groups; a community survey; and interviews with key community stakeholders, public health and service providers, members of medically underserved, low-income, and minority populations in the community, and individuals or organizations serving or representing the interests of such populations. Focus Groups Focus group representatives of select subpopulations were convened to advance understanding of the lived experience of residents in City of Hope's service area. Subpopulations represented in the focus groups included seniors, Spanish-speaking, Mandarin-speaking, African Americans, homeless and LGBTQ residents. In total, 19 focus groups were convened between January and October 2019. Interviews with key stakeholders provided opportunities to gather in-depth insights from experts' subfields of public health and social services targeted communities. Interviews Interviews with key stakeholders provided opportunities to gather in-depth insights from experts in particular subfields of public health and social services in targeted communities. A total of 32 individual interviews were conducted for this community health needs assessment, from February through July 2019. For a complete list of the Primary Stakeholder Interview Questions, please see Appendix C in the 2019 CHNA report. Participants in the Interviews and Focus Groups included the following organizations: - Emanate Health Foundation Board - West Covina Unified School District - Pasadena Unified School District - Foothill Unity Center - San Gabriel Valley Economic Partnership - Citrus Valley Association of Realtors - United Methodist Church - Herald Christian Health Center - Day One - Majestic Realty - Foothill Family Services - Health Consortium of the Greater San Gabriel Valley - Pasadena Public Health Department - El Monte Comprehensive Health Center - Los Angeles County Department of Mental Health - Altadena Baptist Church - Our Saviour Center - Baldwin Park Adult and Community Education - All Saints Church - Duarte Unified School District - ChapCare - Asian Youth Center - Pacific Clinics - Los Angeles County Department of Public Health, SPA 3 - GEM Fellowship Program - American Cancer Society, Inc. - California Division - Seeds of Hope Episcopal Diocese - Antelope Valley Partners for Health - Young & Healthy - East San Gabriel Valley Coalition for the Homeless - LGBTQ Seniors - African-American Residents in Monrovia, Pasadena, Covina, and Lancaster - SPANISH-SPEAKING LATINA MOMS IN PASADENA - San Gabriel Valley Health Consortium - Chinese Cancer Patients - Huntington Hospital Community Benefit Committee Data Limitations and Gaps The secondary data allows for an examination of the broad health needs within a community. However, there are some limitations with regard to this data, as is true with any secondary data: 1. Data were not always available at the ZIP code level, so county level data as well as SPA level data were utilized. 2. Disaggregated data for age, ethnicity, race and gender are not available for all data indicators, which limited th |
| SCHEDULE H, PART V, SECTION B, LINE 6A | The CHNA was conducted with HUNTINGTON HOSPITAL, METHODIST - ARCADIA, QUEEN OF THE VALLEY AND CITRUS VALLEY - BOTH OF EMANATE HEALTH. |
| SCHEDULE H, PART V, SECTION B, LINES 7A & 10A | THE COMMUNITY BENEFIT REPORT, THE CHNA REPORT, AND RELATED IMPLEMENTATION STRATEGY ARE AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING WEBSITE: https://www.cityofhope.org/about-city-of-hope/community-outreach/community -benefit |
| SCHEDULE H, PART V, SECTION B, LINE 11 | Our Community Benefit Advisory Council (CBAC) met on December 19, 2019, to identify the top health needs that need to be prioritized over the next three years. Based on findings from the primary and secondary data collections, participants learned about the identified health needs within City of Hope's community service areas. After the data presentation, everyone was instructed to rate these leading indicators in relationship to seriousness, size of problem (number of people impacted), trends, equity, feasibility, value, consequence of Inaction, social determinants/root causes and effective strategies to address problem. Then they were instructed to represent their priorities by placing colored dots on the charts. Red #1, Blue #2, Green #3 and Yellow #4. People were also invited to elaborate on their prioritized issues with comments that can help us shape the overall strategies for the 2021 Implementation Strategy. Results were as follows: 2019 Prioritized Health Needs Rank 1 Access to Care 2 Mental Health and Substance Use 3 Economic and Housing Insecurity 4 Chronic Disease 5 Cancer Prevention It is important to know that while there were eight identified areas of need, those schooled in public health language will see that the CBAC combined topics because they felt that the root causes and shared risk factors were similar and by addressing them collectively rather than individually we could have a greater impact. Thus, for example, you will see that mental health was combined with substance abuse. In recent years, mental health researchers have found that creating an integrative approach for mental health and substance use disorders made more sense and provided greater support for the patients (1, 2). The chronic disease was combined with obesity/overweight because the shared risk factors and methods for addressing those risks are similar. While some might say City of Hope is not addressing the eight originally identified needs, we are in fact addressing them all. Impact Evaluation of Priorities Identified in the Last Assessment City of Hope conducted its previous CHNA in 2016. Significant health needs were identified from issues supported by primary and secondary data sources gathered for the CHNA. In developing the hospital's implementation strategy resulting from the 2019 CHNA, City of Hope chose to address access to health care, healthy living (specifically the impact of nutrition and physical activity on cancer and diabetes), mental health and cancer prevention. An evaluation of the impact of the actions City of Hope took to address these significant health needs can be found in Appendix D of the 2019 CHNA. -------------------------------------------------------------------------- 1. Ungar, M., Liebenberg, L., & Ikeda, J. (2014). Young people with complex needs: Designing coordinated interventions to promote resilience across child welfare, juvenile corrections, mental health and education services. The British Journal of Social Work, 44, 675-693. 2. Clark, H. W., Power, A. K., Le Fauve, C. E., & Lopez, E. I. (2008). Policy and practice implications of epidemiological surveys on co-occurring mental and substance use disorders. Journal of Substance Abuse Treatment, 34(1), 3-13. As a specialty hospital, City of Hope is not mandated to address issues that may not align with its specialty. However, because the social determinants of health and root causes of health disparities are intertwined with risk factors for cancer and diabetes, we will make every effort to include language and programming that will ensure we focus our community benefit investments on the most vulnerable. The Five Core Principles will be used to set the tone for all programs and services, and guarantee focus remains on those communities with disproportionate unmet health needs. |
| SCHEDULE H, PART V, LINES 16, A-C | THE FAP, FAP APPLICATION AND PLAIN LANGUAGE SUMMARY OF THE FAP ARE AVAILABLE ON CITY OF HOPE'S WEBSITE: HTTPS://WWW.CITYOFHOPE.ORG/PATIENTS/FOR-PATIENTS-AND-VISITORS/HELPING-you- with-INSURANCE-BILLING-AND-LEGAL-INFORMATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 2 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| CITY OF HOPE ARCADIA RADIATION ONCOLOGY | ||||
| 301 W HUNTINGTON DRIVE SUITE 120 | ARCADIA | CA | 91007 | ONCOLOGY CENTER |
| City of Hope Upland | ||||
| 1100 San Bernardino Rd 1100 | Upland | CA | 91786 | Outpatient clinic |
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART I, LINE 3C | ALL SELF PAY AND UNINSURED PATIENTS WHO DO NOT QUALIFY FOR CHARITY CARE UNDER THE MEDICAL CENTER'S CHARITY CARE PROGRAM ARE OFFERED SERVICES THROUGH THE MEDICAL CENTER AT DISCOUNTED CHARGES. THE DISCOUNT IS BASED ON A SET OF SPECIFIC QUALIFICATIONS, REGARDLESS OF THE SERVICES PROVIDED OR THE SETTING WHERE RENDERED TO THE RESPECTIVE PATIENT. SELF-PAY, UNINSURED AND UNDERINSURED PATIENTS MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE AT THE MEDICAL CENTER FOR CHARITY CARE (FREE CARE). ELIGIBILITY FOR CHARITY CARE IS BASED ON A SET OF SPECIFIC QUALIFICATIONS FOR SERVICES PROVIDED AT THE MEDICAL CENTER. THE MEDICAL CENTER ALSO SUBSIDIZES CARE FOR PATIENTS COVERED BY THE MEDI-CAL AND MEDICARE PROGRAMS. |
| SCHEDULE H, PART I, LINE 6A | COMMUNITY BENEFIT DATA FOR THE MEDICAL CENTER IS INCLUDED IN CITY OF HOPE'S COMMUNITY BENEFIT REPORT WHICH IS PROVIDED TO THE CALIFORNIA DEPARTMENT OF HEALTH ACCESS AND INFORMATION. |
| SCHEDULE H, PART I, LINES 7, A-D | THE AMOUNTS REPORTED IN THIS SECTION WERE DETERMINED USING COST ACCOUNTING METHODOLOGY THAT CAPTURES THE TRUE COST OF TREATING PATIENTS. THESE AMOUNTS INCLUDE BOTH DIRECT AND INDIRECT COSTS AND INCLUDES ALL PATIENT AND PAYOR SEGMENTS SUCH AS INPATIENT AND OUTPATIENT, PRIVATE INSURANCE, MANAGED CARE, MEDICARE, MEDI-CAL, OTHER INSURERS, AND THE UNINSURED OR UNDERINSURED. THE CALIFORNIA HOSPITAL FEE PROGRAM (THE PROGRAM) THAT BECAME EFFECTIVE JANUARY 1, 2010 HAS TWO COMPONENTS. THE QUALITY ASSURANCE FEE ACT GOVERNS THE "HOSPITAL FEE"QUALITY ASSURANCE FEE" (QA FEE) PAID BY PARTICIPATING HOSPITALS, AND THE MEDI-CAL HOSPITAL PROVIDER STABILIZATION ACT GOVERNS SUPPLEMENTAL MEDI-CAL PAYMENTS (SUPPLEMENTAL PAYMENTS) MADE TO PROVIDERS FROM THE FUND. HOSPITAL PARTICIPATION IS MANDATORY, WITH LIMITED EXCEPTIONS. DURING THE YEAR ENDED SEPTEMBER 30, 2021 THE MEDICAL CENTER MADE PAYMENTS TO THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES (DHCS) FOR THE QA FEE IN THE AMOUNT OF $26,492,510, CHFT IN THE AMOUNT OF $690,747, AND RECORDED AS REVENUE $87,185,491 IN SUPPLEMENTAL PAYMENTS. THE PAYMENTS AND REVENUES PERTAINED TO THE APPROVED PERIODS FROM JANUARY 1, 2017 THROUGH SEPTEMBER 30, 2020. THE QA FEE IN THE AMOUNT OF $26,492,510 HAS BEEN INCLUDED IN SCHEDULE H, PART I, LINE 7B, COLUMN(C), TOTAL COMMUNITY BENEFIT EXPENSE. THE SUPPLEMENTAL PAYMENTS TOTALING $87,185,491 HAVE BEEN INCLUDED IN SCHEDULE H, PART I, LINE 7B, COLUMN (D), DIRECT OFFSETTING REVENUE. EXCLUDING THE EFFECTS OF THE PROGRAM ON FISCAL YEAR 2021 SCHEDULE H, PART I, LINE 7B, COLUMN (E) NET COMMUNITY BENEFIT EXPENSE WOULD HAVE BEEN EQUAL TO $59,242,188 OR 3.68% OF TOTAL EXPENSE. THIS WOULD HAVE INCREASED LINE 7K, COLUMN (F), TO 12.27%. CITY OF HOPE CONTINUES TO MAINTAIN A STRONG COMMITMENT TO CARING FOR ALL MEMBERS OF THE COMMUNITY, ESPECIALLY THE VULNERABLE. |
| SCHEDULE H, PART I, LINES 7, E-F | COMMUNITY HEALTH IMPROVEMENT ACTIVITIES, COMMUNITY HEALTH BENEFIT OPERATIONS, AND HEALTH PROFESSIONS EDUCATION WERE BASED ON ACTUAL OR ESTIMATED STAFF HOURS AND SALARIES DEVOTED TO THESE ACTIVITIES DURING FISCAL YEAR 2021. AMOUNTS REPORTED FOR COMMUNITY HEALTH IMPROVEMENT SERVICES INCLUDE COMMUNITY BENEFIT OPERATIONS AND HEALTH PROFESSIONS EDUCATION, WHICH WAS DETERMINED BASED ON DATA REPORTED BY VARIOUS MEDICAL CENTER DEPARTMENTS. |
| SCHEDULE H, PART I, LINE 7H | RESEARCH COSTS WERE DETERMINED USING A DIRECT COST METHODOLOGY AND APPLYING A FEDERALLY APPROVED INDIRECT COST RATE. DIRECT COSTS INCLUDE SALARIES, WAGES AND BENEFITS, SUPPLIES, MATERIALS AND SERVICES RENDERED IN THE PERFORMANCE OF RESEARCH ACTIVITIES SPONSORED THROUGH THE MEDICAL CENTER. DIRECT OFFSETTING REVENUES ARE THOSE REVENUES SUPPORTING THE RESEARCH ACTIVITIES. IN ADDITION TO THE MEDICAL CENTER'S COMMUNITY BENEFIT FROM RESEARCH ENDEAVORS, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE AND THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE ALSO CONTRIBUTED TO THE COMMUNITY A COMBINED $261,073,000 OF INTERNALLY FUNDED RESEARCH DURING FISCAL YEAR 2021. THIS AMOUNT HAS NOT BEEN INCLUDED IN THE TOTALS ON SCHEDULE H, PART I, LINE 7. |
| SCHEDULE H, PART I, LINE 7I | CASH AND IN-KIND CONTRIBUTIONS MADE BY THE MEDICAL CENTER DURING FISCAL YEAR 2021 ARE AS FOLLOWS: CALIFORNIA HEALTH FOUNDATION TRUST $ 690,747 HEALTH CONSORTIUM OF SAN GABRIEL VALLEY - HEALTHY SGV GRANT $ 10,000 ------------ TOTAL CASH AND IN-KIND DONATIONS $ 707,747 CHA GUIDELINES FROM 2015 WERE USED TO DETERMINE WHETHER ACTIVITIES QUALIFIED AS COMMUNITY BENEFITS. |
| SCHEDULE H, PART II | COMMUNITY BUILDING ACTIVITIES SHOWN ON SCHEDULE H ARE VALUED AT $628,085 AND ARE COMPRISED OF WORKFORCE DEVELOPMENT ACTIVITIES THAT INCLUDE LEADERSHIP DEVELOPMENT FOR THE PARTICIPANTS IN THE VARIOUS WORKFORCE DEVELOPMENT PROGRAMS. OTHER ACTIVITIES INCLUDE OUR HEALTHY LIVING GRANTS (8 PROGRAMS WERE FUNDED IN 2021 AND INCLUDES TWO CAPACITY BUILDING GRANTS) AND SCHOOL WELLNESS PROGRAMS THAT INCLUDED THE FARM LAB AT ARROYO HIGH SCHOOL, THE GARDEN OF HOPE, SEVEN ADDITIONAL COMMUNITY BUILDING GRANTS TO SUPPORT ORGANIZATIONS DURING COVID-19 AND THE CANCER CARE IS DIFFERENT CAMPAIGN/CANCER PATIENTS BILL OF RIGHTS. IN ADDITION TO PREVENTING DISEASE, UPHOLDING SUSTAINABLE ENVIRONMENTAL PRACTICES AND FOSTERING A BROAD RANGE OF PARTNERSHIPS TO COLLABORATIVELY ADVANCE THE HEALTH OF OUR COMMUNITIES, CITY OF HOPE IS COMMITTED TO INCREASING EDUCATIONAL OPPORTUNITIES THAT CAN LEAD TO CAREERS IN HEALTH CARE FOR UNDERREPRESENTED ETHNIC/CULTURAL GROUPS. HEALTH CARE IS DIVERSE AND COMPLEX. A HEALTH DELIVERY SYSTEM NEEDS SUPPORT ACROSS THE INSTITUTION THAT INCLUDES FOOD AND NUTRITION SERVICES. DURING FISCAL YEAR 2021 WE CONTINUED EXPLORE INTERNSHIP OPPORTUNITIES FOR STUDENTS IN OUR SURROUNDING COMMUNITIES INCLUDING THE RE-VISITING OF WORK EXPERIENCE PROGRAMS THAT WERE POSTPONED DUE TO THE GLOBAL PANDEMIC. ADDITIONALLY, THROUGH OUR WORK WITH THE FARM LAB AT ARROYO HIGH SCHOOL, WE ARE CONTINUING TO WORK WITH THE DISTRICT TO CREATE A "CAREER TECHNICAL EDUCATION" PATHWAY FOR STUDENTS TO LEARN MORE ABOUT URBAN FARMING AND FARM-TO-TABLE ENDEAVORS AS WELL AS EXPANDING THE PRESENCE OF URBAN GARDENS AT EACH OF THE HIGH SCHOOLS IN THE DISTRICT. AT CITY OF HOPE, WE DO NOT DO POPULATION HEALTH INTERVENTIONS ON A REGULAR BASIS. WE RECOGNIZE THAT THERE ARE ORGANIZATIONS IN OUR COMMUNITY WHO ARE EXPERTS IN THIS AREA. THIS YEAR, WE FUNDED EIGHT LOCAL NON-PROFIT ORGANIZATIONS TO DELIVER INNOVATIVE PROGRAMS THAT ADDRESS ONE OR MORE OF OUR STRATEGIC PRIORITIES AROUND ACCESS TO CARE, HEALTHY LIVING, MENTAL HEALTH, OR CANCER PREVENTION. OUR COMMUNITY BENEFIT ADVISORY COUNCIL MEMBERS MADE THE SELECTIONS AND GRANTED $5,000 TO EACH GROUP. THE ADDED BONUS - CITY OF HOPE NOW HAS AN OPPORTUNITY TO LEARN MORE ABOUT OUR LOCAL VULNERABLE POPULATIONS AND CAN HELP SUPPORT OUR LOCAL COMMUNITY EFFORTS TOWARD TACKLING HEALTH DISPARITIES IN THE MOST CULTURALLY APPROPRIATE AND SPECIFIC MANNER. LEARN MORE AT: https://www.cityofhope.org/about-city-of-hope/community-outreach/community -benefit/healthy-living-grant-program BEING A GOOD CITIZEN MEANS BEING SUPPORTIVE OF THE WORK OUR CITIES AND COMMUNITY ORGANIZATIONS DO TO IMPROVE THE LIVES OF THE PEOPLE THEY SERVE. THROUGHOUT 2021 CITY OF HOPE HAS SUPPORTED VIRTUAL MEET VENUES, VIA ZOOM OR TEAMS. ALLOWING THESE ORGANIZATIONS TO CONTINUE TO CONVENE THEIR STAKEHOLDERS OR PROVIDE EDUCATION. DURING FISCAL YEAR 2021 CITY OF HOPE ALSO COLLABORATED WITH THE DUARTE UNIFIED SCHOOL DISTRICT AND THE CITY OF DUARTE TO PROVIDE 10 VACCINE CLINICS ADMINISTERING APPROXIMATELY 7600 DISTRICT EMPLOYEES AND THEIR FAMILIES. THE KINDNESS GRANTS WERE CREATED TO SUPPORT CITY OF HOPE EMPLOYEES WITH GREAT IDEAS, WHO WANT TO DO GOOD IN THEIR COMMUNITY. THE COMMUNITY BENEFIT ADVISORY COUNCIL APPROVED A BUDGET TO SUPPORT THIS ENDEAVOR. FOR FISCAL YEAR 2021 A TOTAL OF THREE PROGRAMS WERE FUNDED. THE PROJECTS FUNDED INCLUDED: WOMEN IN STEM VIRTUAL FORUM, MENTAL HEALTH VIRTUAL JUNETEENTH CELEBRATION AND A FREE LITTLE LIBRARY. EACH PROGRAM IS DESCRIBED IN DETAIL WITHIN THE FISCAL YEAR 2021 CB REPORT AVAILABLE ONLINE: www.cityofhope.org/about-city-of-hope/community-outreach/community-benefit /healthy-living-grant-program |
| SCHEDULE H, PART III, LINES 2 AND 4 | CITY OF HOPE'S POLICY INCLUDES THE EVALUATION OF A PATIENT'S ABILITY TO PAY. THE ALLOWANCES FOR CONTRACTUAL DISCOUNTS AND UNCOLLECTIBLE ACCOUNTS HAVE BEEN DETERMINED BASED ON HISTORICAL COLLECTION DATA AND OTHER FACTORS, INCLUDING CHANGES TO CONTRACT TERMS. AS A RESULT OF CERTAIN CHANGES REQUIRED BY ASU 2014-09, THE MAJORITY OF CITY OF HOPE'S PROVISION FOR UNCOLLECTIBLE ACCOUNTS IS RECORDED AS A DIRECT REDUCTION TO NET PATIENT SERVICE REVENUE INSTEAD OF BEING PRESENTED AS A COMPONENT OF EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2020. THE ADOPTION OF ASU 2014-09 HAD NO MATERIAL IMPACT ON CITY OF HOPE'S PATIENT RECEIVABLES. (SEE PAGE 18 OF THE ATTACHED AUDITED FINANCIAL STATEMENTS). THE TOTAL BAD DEBT EXPENSE INCURRED BY THE MEDICAL CENTER DURING FISCAL YEAR 2021 WAS $3,121,184 WHICH WAS INCLUDED AS A DIRECT REDUCTION TO NET PATIENT SERVICE REVENUES. |
| SCHEDULE H, PART III, LINE 8 | IN ADDITION TO BEING AN NCI-DESIGNATED COMPREHENSIVE CANCER CENTER, CITY OF HOPE IS A FOUNDING MEMBER OF THE NATIONAL COMPREHENSIVE CANCER NETWORK (NCCN), AN ALLIANCE OF 30 OF THE NATION'S LEADING CANCER CENTERS THAT DEFINE AND SET NATIONAL STANDARDS FOR CANCER CARE - STANDARDS THAT ARE MADE AVAILABLE TO PATIENTS AND PHYSICIANS. NCCN MEMBER INSTITUTIONS ADVANCE CANCER PREVENTION, SCREENING, DIAGNOSIS AND TREATMENT THROUGH EXCELLENCE IN BASIC AND CLINICAL RESEARCH. CITY OF HOPE AND OTHER NCCN PARTNERS ENHANCE THE EFFECTIVENESS AND EFFICIENCY OF CANCER CARE DELIVERY THROUGH THE ON-GOING COLLECTION, SYNTHESIS AND ANALYSIS OF OUTCOME DATA. GIVEN THE INSTITUTION'S FOCUS ON CANCER AND THE HIGHER INCIDENCE OF CANCER AMONG ADULTS 65 AND OLDER, THE MEDICAL CENTER TREATS A HIGH PROPORTION OF MEDICARE PATIENTS. THAT FACT, COMBINED WITH THE HIGH COST OF COMPLEX CARE, MEANS THAT THE MEDICAL CENTER BEARS SIGNIFICANT UNREIMBURSED MEDICARE EXPENSES. RECOGNIZING THE MEDICAL CENTER'S EXTRAORDINARY CONTRIBUTIONS TO CANCER CARE, RESEARCH, EDUCATION AND POPULATION HEALTH, THE MEDICAL CENTER'S MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT. IN ADDITION TO THE MEDICARE SHORTFALL AMOUNT INCLUDED ON SCHEDULE H, PART III, SECTION B, MEDICARE, LINE 7, THE MEDICAL CENTER INCURS ADDITIONAL COSTS IN THE TREATMENT OF MEDICARE PATIENTS FOR WHICH MEDICARE EXCLUDES FROM THE CALCULATION OF ALLOWABLE COSTS. THIS AMOUNT TOTALED APPROXIMATELY $30,775,090 FOR FISCAL YEAR 2021 AND HAS NOT BEEN INCLUDED IN THE TOTALS ON SCHEDULE H, PART III, LINE 7. INCLUDING THE AMOUNT ON SCHEDULE H, PART III, LINE 7, THE TOTAL SHORTFALL THE MEDICAL CENTER INCURS FOR MEDICARE PATIENTS TOTALED APPROXIMATELY $58,705,000. THE MEDICAL CENTER BELIEVES THAT THESE COSTS SHOULD BE CONSIDERED A COMMUNITY BENEFIT. MEDICARE COST IS BASED ON THE MEDICARE COST REPORT WHICH COMBINES ROUTINE AND ANCILLARY COSTS. THE COST FOR ANCILLARY SERVICES IS BASED ON A RATIO OF COST TO CHARGES. ROUTINE SERVICES ARE BASED ON DIRECT ROUTINE COSTS AND ARE ALLOCATED BASED ON THE MEDICARE PATIENT DAYS AS A PERCENT OF THE MEDICAL CENTER'S TOTAL PATIENT DAYS. |
| SCHEDULE H, PART III, LINE 9B | PATIENT ACCOUNTS ARE NOT SENT TO COLLECTION WITHOUT GIVING PATIENTS ADEQUATE TIME TO BE EVALUATED OR RE-EVALUATED FOR FINANCIAL ASSISTANCE OR TO DEVELOP ALTERNATIVE PAYMENT ARRANGEMENTS. PATIENT ACCOUNTS WILL NOT BE SENT TO COLLECTION WHILE PENDING COMPLETION OF FINANCIAL COUNSELING. A PATIENT WILL BE GIVEN AT LEAST SEVEN BUSINESS DAYS NOTICE BEFORE HIS OR HER ACCOUNT IS SENT TO A COLLECTION AGENCY. NEITHER THE MEDICAL CENTER NOR ITS THIRD-PARTY COLLECTION VENDORS WILL USE WAGE GARNISHMENT OR LIENS ON PRIMARY RESIDENCES AS A MEANS OF COLLECTING UNPAID HOSPITAL BILLS FROM PATIENTS WHO ARE ELIGIBLE FOR ANY FORM OF CHARITY CARE UNDER THE CHARITY CARE POLICY. ALL AGENCIES USED FOR COLLECTION ARE ADVISED ON THE MEDICAL CENTER'S POLICY IN WRITING AND THE CHARITY CARE POLICY IS INCORPORATED BY REFERENCE IN COLLECTION CONTRACTS WITH SUCH AGENCIES. THE MEDICAL CENTER RECEIVES WRITTEN ASSURANCES FROM THESE AGENCIES THAT THEY WILL ADHERE TO THE MEDICAL CENTER'S STANDARDS. |
| SCHEDULE H, PART VI, LINE 2 | IN ADDITION TO THE TRI-ANNUAL COMMUNITY HEALTH NEEDS ASSESSMENT, CITY OF HOPE, ON AN ON-GOING BASIS, USES HEALTH STATUS DATA FROM SUCH SOURCES AS THE CALIFORNIA DEPARTMENT OF HEALTH SERVICES, THE LA COUNTY DEPARTMENT OF PUBLIC HEALTH, ECONOMIC DATA FROM THE SAN GABRIEL VALLEY ECONOMIC PARTNERSHIP AND A VARIETY OF PUBLICLY AVAILABLE DATA SETS TO EXPLORE NEED. LAY ADVISORY COUNCILS ARE USED EXTENSIVELY TO IDENTIFY AND PRIORITIZE COMMUNITY HEALTH NEEDS AND GUIDE PROGRAM DEVELOPMENT. OVERSIGHT TO ENSURE CITY OF HOPE'S REPORTABLE COMMUNITY BENEFIT PROGRAMS AND SERVICES ARE TARGETING THE NEEDS IDENTIFIED IN THE 2019 NEEDS ASSESSMENT, THE CBAC WILL MEET AT LEAST FOUR TIMES A YEAR. THE CBAC MEMBERS ARE INDIVIDUALS THAT REPRESENT THE LOCAL COMMUNITY WITH THE FOLLOWING AREAS OF EXPERTISE THAT HELP GUIDE TRANSPARENT COMMUNITY BENEFIT PROGRAMMING. EACH CBAC MEMBER MUST HAVE ONE OF THE FOLLOWING TALENTS AND/OR EXPERIENCES: * RESIDENCE IN A LOCAL COMMUNITY WITH A DISPROPORTIONATE PERCENTAGE OF UNMET HEALTH RELATED NEEDS * KNOWLEDGE AND EXPERTISE IN PRIMARY DISEASE PREVENTION * EXPERIENCE WORKING WITH LOCAL NONPROFIT COMMUNITY-BASED ORGANIZATIONS * KNOWLEDGE AND EXPERTISE IN EPIDEMIOLOGY * EXPERTISE IN THE ANALYSIS OF SERVICE UTILIZATION AND POPULATION HEALTH DATA MEMBERSHIP IN THE CBAC IS MADE UP OF REPRESENTATIVES FROM THE FOLLOWING ORGANIZATIONS: * American Association for Retired People * American Cancer Society * Arcadia Methodist Hospital * Center for Non-Profit Management * City of Azusa - Recreation and Family Services * City of Duarte - Senior Services * City of Pasadena Health Department * Duarte Unified School District * Foothill Unity Center * Los Angeles County Department of Health Services - Region SPA 3 * Our Savior Center * Planned Parenthood Pasadena and San Gabriel Valley * Set of Life Inc. * YWCA - San Gabriel Valley DURING THE 2021 FISCAL YEAR, THE CO-CHAIRS, CHRISTIAN PORT AND TASHERA TAYLOR HELD TWO MEETINGS WITH THE CBAC. THERE WAS AN ELECTION FOR NEW CO-CHAIRS AND MIKI CARPENTER AND PATRICIA DUFF TUCKER HELD TWO MORE MEETINGS. ALL MEETINGS WERE CONVENED VIA A VIRTUAL MEETING ONLINE PLATFORM. DURING THE COURSE OF THIS YEAR THE CBAC WORKED TO REVIEW AND REVISE THE HEALTHY LIVING GRANT PROGRAM, REVIEWED THE CHARTER AND CONDUCTED SITE VISITS TO THE 2020 HEALTHY LIVING GRANTEES THEY CHOSE TO FUND. CBAC MEMBERS WHO MADE SITE VISITS SUBMITTED WRITTEN AND VERBAL REPORTS ON THEIR EXPERIENCES. ADDITIONALLY, THEY REVIEWED AND CHOSE THE 2021 HEALTHY LIVING GRANTEES AND FISCAL YEAR 2021 KINDNESS GRANTEES. AS IN PREVIOUS YEARS, THE CBAC MEMBERS ATTENDED AND EMCEED THE ANNUAL CONFERENCE AND AWARDS LUNCHEON WHERE THEY PERSONALLY SPOKE ABOUT THE PROJECTS THEY VISITED. ADDITIONALLY, THE CBAC EMBARKED ON A JOURNEY OF SEVERAL LISTENING SESSIONS ENTITLED USING A RACE EQUITY LENS TO ADVANCE COMMUNITY HEALTH AND SOCIAL JUSTICE. THROUGH THE EXPERTISE OF DIAMOND LEE (LIBERATIONBYDESIGN.COM), COUNCIL MEMBERS EXPLORED ISSUES THAT MIGHT CAUSE UNCONSCIOUS BIAS BASED ON THEIR LIFE EXPERIENCES. WE BEGAN THE JOURNEY WITH DIAMOND IN SEPTEMBER 2020 AND HELD TWO MORE SESSIONS IN OCTOBER 2020 AND JANUARY 2021. COLLECTIVELY, THE CBAC HOPES TO USE WHAT THEY LEARNED IN THESE SESSIONS TO ENSURE THAT THE SERVICES THEY PROVIDE, WITH THEIR ORGANIZATIONS AND ON THEIR OWN, WILL APPLY A LENS THAT PROMOTES RACIAL, HEALTH AND SOCIAL EQUITY. THE COMMUNITY BENEFIT DEPARTMENT ALSO ESTABLISHED AN INTERNAL HUB COMPRISED OF CITY OF HOPE STAFF MEMBERS WHO ARE RESPONSIBLE FOR CONTRIBUTING TO COMMUNITY BENEFIT PROGRAMS AND SERVICES. THEY MEET ON A QUARTERLY BASIS TO DISCUSS FEDERAL REPORTING REQUIREMENTS, RECEIVE TECHNICAL ASSISTANCE AND LEARN ABOUT CITY OF HOPE'S PROCESSES FOR ENSURING PROGRAMS ADDRESS PRIORITIES OUTLINED IN THE IMPLEMENTATION STRATEGY. ADDITIONALLY, THIS GROUP HAS AN INTERNAL WEBSITE THAT PROVIDES LINKS TO RESOURCES, COMMUNITY BENEFIT BEST PRACTICES AND INTERNAL TOOLS FOR SHARING AND BUILDING COLLABORATIONS THAT STRENGTHEN THE QUALITY OF STAFF CONTRIBUTIONS. MONITORING AND EVALUATION: WE BELIEVE THAT TAKING A BUSINESS APPROACH TO PLANNING AND EVALUATING THE IDENTIFIED INITIATIVES WILL ENSURE THEIR LONG-TERM SUSTAINABILITY. WE REALIZE THAT EVALUATION IS NECESSARY TO MEASURE SUCCESS, AS WELL AS TO IDENTIFY AREAS NEEDING IMPROVEMENT. THE PROCESS CAN RESULT IN MORE EFFECTIVE INITIATIVES. CITY OF HOPE IS WORKING TO IDENTIFY THE BEST METHODS OF MONITORING AND EVALUATING THE IMPACT OF THE INITIATIVES IDENTIFIED IN THIS DOCUMENT. IN ORDER TO EFFICIENTLY DEPLOY RESOURCES AND MAXIMIZE RESULTS, CITY OF HOPE'S ANNUAL BUDGET WILL INCLUDE THE OPERATING FUNDS REQUIRED TO MANAGE, TRACK AND REPORT ON THE OUTCOMES AND IMPACTS OF ALL COMMUNITY BENEFIT PROGRAMS AND INITIATIVES. |
| SCHEDULE H, PART VI, LINE 3 | PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ARE INFORMED ABOUT THEIR POSSIBLE ELIGIBILITY FOR ASSISTANCE BY THE MEDICAL CENTER'S PATIENT FINANCIAL COUNSELORS PRIOR TO THEIR FIRST APPOINTMENT. IN ADDITION, DURING THE INITIAL MEETING BETWEEN CLINICAL SOCIAL WORKERS AND PATIENTS AND THEIR FAMILIES, ASSESSMENT OF A PATIENT'S NEED FOR ASSISTANCE WITH HOUSING, TRANSPORTATION, OBTAINING MEDICATIONS, AND OTHER FINANCIAL SUPPORT AND ELIGIBILITY FOR STATE AND FEDERAL PROGRAMS IS CONDUCTED. SOCIAL WORKERS AND OTHER MEDICAL CENTER STAFF REFER PATIENTS TO A MEDICAL CENTER RESOURCES COORDINATOR, WHO HELPS PATIENTS AND THEIR FAMILIES APPLY FOR ASSISTANCE AND ACCESS COMMUNITY RESOURCES. IN ADDITION, INFORMATION ABOUT MEDICAL CARE FOR THOSE WHO CANNOT AFFORD TO PAY IS CONTAINED IN A LETTER SENT TO ALL NEW PATIENTS PRIOR TO THEIR FIRST VISIT. THIS INFORMATION IS ALSO POSTED NEAR THE NEW PATIENT CHECK-IN DESK AND IS INCLUDED IN A GUIDE PROVIDED TO EVERY NEW PATIENT. THE MEDICAL CENTER'S PATIENTS AND THEIR FAMILIES CAN ALSO LEARN ABOUT FINANCIAL COUNSELING AND OTHER RESOURCES THROUGH THE INSTITUTION'S PATIENT AND FAMILY ORIENTATION CLASS. THIS CLASS IS OFFERED IN ENGLISH AND SPANISH AND IS AVAILABLE TO EVERY NEW PATIENT. INDIVIDUAL COUNSELING IS OFFERED TO PATIENTS WHO SPEAK OTHER LANGUAGES. IN ADDITION TO THE SUPPORT SERVICES PREVIOUSLY MENTIONED, CITY OF HOPE PROVIDES PATIENTS ACCESS TO ITS INTERNALLY DEVELOPED AND INTERNATIONALLY RECOGNIZED SUPPORTSCREEN PROGRAM. PATIENTS USE SUPPORTSCREEN ON TOUCH SCREEN TABLETS TO IDENTIFY THEIR PSYCHOLOGICAL, EMOTIONAL, PHYSICAL, SOCIAL, FINANCIAL AND PRACTICAL CONCERNS. PATIENTS' RESPONSES ARE IMMEDIATELY AVAILABLE TO CARE PROVIDERS AND REQUESTS FOR ASSISTANCE ARE AUTOMATICALLY ROUTED TO THE APPROPRIATE MEMBER OF THE PATIENT'S CARE TEAM, WHO THEN ADDRESS POTENTIAL PROBLEMS AND BARRIERS TO CARE. THE SUPPORTSCREEN SYSTEM ENABLES STAFF TO PROMPTLY FOLLOW UP WITH PATIENTS WHO ARE SIGNIFICANTLY CONCERNED ABOUT FINANCIAL ISSUES AND ARE SEEKING MORE INFORMATION OR SOMEONE TO TALK TO ABOUT ASSISTANCE AND RESOURCES. |
| SCHEDULE H, PART VI, LINE 4 | CITY OF HOPE IS LOCATED IN DUARTE, CALIFORNIA WHICH IS A DIVERSE COMMUNITY OF NEARLY 22,000 IN LOS ANGELES COUNTY. THE CITY OF DUARTE IS A LEADER IN COMMUNITY HEALTH IMPROVEMENT AND A VITAL PARTNER WITH CITY OF HOPE FOR MULTIPLE INITIATIVES. THE MEDICAL CENTER'S PRIMARY SERVICE AREA EXTENDS FAR BEYOND DUARTE TO INCLUDE LOS ANGELES, SAN BERNARDINO, RIVERSIDE, VENTURA AND ORANGE COUNTIES. THERE ARE 21 HOSPITALS WITHIN THE MEDICAL CENTER'S SERVICE AREA. PATIENTS FROM THESE COUNTIES COMPRISE 95 PERCENT OF OUR TOTAL DISCHARGES. CITY OF HOPE'S RESEARCH ACTIVITIES HAVE ADVANCED TREATMENT OF CANCER AND OTHER LIFE-THREATENING DISEASES WORLDWIDE. WITHIN THE SPA 3, THE HIGHEST CONCENTRATION OF LATINOS ARE IN POMONA, WHILE PASADENA HAS THE HIGHEST CONCENTRATION OF BLACKS AND WHITES. ALHAMBRA HAS THE HIGHEST POPULATION OF ASIANS. NATIVE AMERICANS AND HAWAIIAN/PACIFIC ISLANDERS RESIDE IN HIGHER NUMBERS WITHIN BALDWIN PARK AND EL MONTE. THE POPULATION WITHIN THE SPA 3 IS 44.7% LATINO, 19.3% WHITE, 29.9% ASIAN AND 3.6% BLACK/AFRICAN-AMERICAN. IRWINDALE, LA PUENTE AND SOUTH EL MONTE HAVE THE HIGHEST CONCENTRATION OF THE LATINO POPULATION, WITH A RATE OF 93.3%, 84.7% AND 82%, RESPECTIVELY. FIGURE 3 IS A GREAT VISUALIZATION OF WHERE OUR VARIOUS RACIAL AND ETHNIC GROUPS RESIDE. NEAR ANTELOPE VALLEY WE SEE LARGER CONCENTRATIONS OF AFRICAN AMERICANS. ASIANS CALL MONTEREY PARK AND WALNUT HOME. WHEREAS LARGE POCKETS LATINOS LIVE IN AND AROUND THE CITIES OF LA PUENTE AND EL MONTE. THERE HAVE BEEN SLIGHT POPULATION CHANGES, IN OUR PRIMARY FIVE COUNTY SERVICE AREA AND THE STATE OF CALIFORNIA, BETWEEN THE 2020 AND 2021 FISCAL YEARS. OVERALL FOR THIS REGION, SAN BERNARDINO COUNTY HAS THE HIGHEST PERCENTAGE OF LATINOS (53.7%) AND BLACKS (7.9%), VENTURA COUNTY HAS THE HIGHEST PERCENTAGE OF WHITES (42.8%) AND ORANGE COUNTY HAS THE HIGHEST CONCENTRATION OF ASIANS (21.9%). PROJECTIONS FOR THE COUNTIES IN OUR SERVICE AREA SUGGEST THAT THE NUMBER OF LATINO RESIDENTS WILL CONTINUE TO RISE, AND THE NUMBER OF WHITE RESIDENTS WILL CONTINUE TO FALL. LATINOS ARE EXPECTED TO REPRESENT THE MAJORITY OF THE POPULATION (MORE THAN 50%) BY 2030 IN LOS ANGELES AND SAN BERNARDINO COUNTIES. THE NUMBER OF BLACK AND ASIAN RESIDENTS IS EXPECTED TO REMAIN STABLE THROUGHOUT THE FIVE COUNTIES. (STATE AND COUNTY POPULATION PROJECTIONS BY RACE/ETHNICITY, 2010-2060. STATE OF CALIFORNIA, DEPARTMENT OF FINANCE; 2019.) IN SPA 3, EIGHT CITIES HAVE POVERTY LEVELS GREATER THAN THE STATE'S RATE OF 11.8%. THEY INCLUDE SAN GABRIEL (12.8%), MONTEREY PARK (13%), POMONA (13%), LA PUENTE (13.7%), AZUSA (14.2%), ROSEMEAD (14.5%), EL MONTE (16.3%), POMONA, AND THE HIGHEST LEVEL IN EL MONTE, WHERE ALMOST ONE OUT OF FIVE (19.3%) OF THE POPULATION LIVES BELOW THE POVERTY LEVEL. THE FEDERAL GOVERNMENT MEASURES THE NUMBER OF PEOPLE IN POVERTY WITH THRESHOLDS ESTABLISHED AND UPDATED ANNUALLY BY THE U.S. CENSUS (FEDERAL POVERTY LEVEL). IN 2022, THE FEDERAL POVERTY LEVEL FOR AN INDIVIDUAL STOOD AT ANNUAL INCOME OF $13,590 WHILE FOR A FAMILY OF FOUR IT WAS $27,000. IN CALIFORNIA, WHERE THE COST OF LIVING IS HIGH, RESEARCH INDICATES THAT FAMILIES CAN EARN TWO OR MORE TIMES THE FEDERAL POVERTY LEVEL AND STILL STRUGGLE TO MEET THEIR BASIC NEEDS. ONE OF THE KEY DRIVERS OF HEALTH IS EDUCATIONAL ATTAINMENT - LOW LEVELS OF EDUCATION ARE OFTEN LINKED TO POVERTY AND POOR HEALTH. IN THE CITIES AND UNINCORPORATED COMMUNITIES OF SPA 3, 33% RANK BELOW THE STATE IN THE RATE OF COLLEGE-EDUCATED ADULTS 25 YEARS OR OLDER. SOUTH EL MONTE AND LA PUENTE, WHICH HAVE THE LOWEST RATES OF COLLEGE EDUCATED ADULTS, AT 10.5%, AND 10.9%, RESPECTIVELY. EL MONTE (26.7%) AND SOUTH EL MONTE (29.4%) HAVE THE LARGEST PROPORTIONS OF RESIDENTS WITH NO HIGH SCHOOL EDUCATION. WHILE CITY OF HOPE IS A LEADING RESEARCH AND TREATMENT CENTER FOR CANCER, DIABETES, HIV/AIDS AND OTHER LIFE-THREATENING DISEASES, WE DO OUR BEST TO INCORPORATE SOCIAL DETERMINANTS OF HEALTH AND WHAT WE KNOW ABOUT OUR COMMUNITIES, INTO STRATEGIES THAT ADDRESS OTHER ROOT CAUSES OF HEALTH DISPARITY ON A BROADER BASIS. |
| SCHEDULE H, PART VI, LINE 5 | CITY OF HOPE IS ACTIVELY ENGAGED IN PROMOTING THE HEALTH OF THE COMMUNITY THROUGH THE DELIVERY OF COLLABORATIVE PROGRAMS AND SERVICES FOCUSED ON VULNERABLE POPULATIONS. CITY OF HOPE PROVIDES A VARIETY OF COMMUNITY HEALTH IMPROVEMENT AND COMMUNITY BUILDING ACTIVITIES THAT ARE FURTHER DESCRIBED IN OUR 2021 COMMUNITY BENEFIT REPORT. ADDITIONALLY, CITY OF HOPE IS DEDICATED TO PROVIDING EDUCATIONAL OPPORTUNITIES TO COMMUNITY PROVIDERS OF HEALTH SERVICES AND WORK FORCE DEVELOPMENT FOR THOSE INDIVIDUALS REPRESENTING MINORITY AND/OR OTHER UNDER-REPRESENTED POPULATIONS. THE MEDICAL CENTER'S BOARD OF DIRECTORS IS COMPOSED OF CITY OF HOPE PHYSICIANS AND MEMBERS OF THE COMMUNITY WITH EXPERIENCE IN THE BUSINESS AND PHILANTHROPIC WORLD. AS ONE OF THE NATION'S 51 NCI - DESIGNATED COMPREHENSIVE CANCER CENTERS, THE MEDICAL CENTER SERVES A VITAL ROLE IN ITS COMMUNITY. THE MEDICAL CENTER INTEGRATES CLINICAL TREATMENT, PREVENTION, DISEASE CONTROL AND POPULATION RESEARCH IN THE COMMUNITY. AT ANY GIVEN TIME, THE MEDICAL CENTER CONDUCTS MORE THAN 300 CLINICAL TRIALS INVOLVING 25 PERCENT OF ITS PATIENTS (THE NATIONAL AVERAGE IS LESS THAN 5 PERCENT) DEMONSTRATING THE INSTITUTION'S COMMITMENT TO BRINGING NEW, MORE EFFECTIVE TREATMENTS TO INDIVIDUALS WITH CANCER. THE MEDICAL CENTER FUNDED AN ESTIMATED $126,193,358 IN CLINICAL TRIAL RESEARCH AND EDUCATION/TRAINING PROGRAMS DURING FISCAL YEAR 2021. THE MEDICAL CENTER OFFERS AN EXTENSIVE ARRAY OF PROGRAMS AND SERVICES THAT SERVE STUDENTS, POST-DOCTORAL TRAINEES, PHYSICIANS, NURSES AND OTHER HEALTHCARE PROFESSIONALS. SUPPORT FROM THE MEDICAL CENTER IS INTEGRAL TO VIRTUALLY ALL OF THESE PROGRAMS. HOSPITAL STAFF CONTRIBUTE THEIR EXPERTISE AS MENTORS AND PRESENTERS AND HOSPITAL FACILITIES SERVE AS VITAL SITES FOR CLINICAL TRAINING AND AS VENUES FOR CONFERENCES. THE MEDICAL CENTER SERVES AS A RESOURCE FOR YOUNG PHYSICIANS SEEKING TO DEVELOP EXPERTISE IN CANCER, DIABETES AND OTHER DISEASES. RECOGNIZED WORLDWIDE FOR ITS INNOVATIVE APPROACHES TO ADVANCING SCIENCE, THE MEDICAL CENTER OFFERS NUMEROUS HANDS-ON INTERNSHIPS, FELLOWSHIPS AND RESIDENCIES FOR HEALTH PROFESSIONALS IN A BROAD ARRAY OF AREAS INCLUDING CANCER GENETICS, BONE MARROW TRANSPLANTATION, MOLECULAR EPIDEMIOLOGY, PHARMACY, CLINICAL NUTRITION, HOSPITAL ADMINISTRATION, SOCIAL WORK, HEALTH EDUCATION, AND REHABILITATION. PROGRAM ALUMNI GO ON TO PROVIDE HEALTH CARE IN OUR COMMUNITIES. THE DEPARTMENT OF CONTINUING MEDICAL EDUCATION (CME), IN COLLABORATION WITH MANY OF THE DIVISIONS AT THE MEDICAL CENTER, OFFERS EXTRAMURAL, LOCAL, REGIONAL AND NATIONAL OUTREACH PROGRAMS. THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) AWARDED CITY OF HOPE'S CME PROGRAM ITS SECOND CONSECUTIVE ACCREDITATION WITH COMMENDATION IN 2011. ACCME CITED COMPLIANCE IN ALL TWENTY-TWO CRITERIA AND ACCREDITATION POLICIES AND CHARACTERIZED OUR CME PROGRAM AS HAVING "...DEMONSTRATED AN ENGAGEMENT WITH YOUR ENVIRONMENT IN SUPPORT OF PHYSICIAN LEARNING AND CHANGE THAT IS PART OF A SYSTEM OF QUALITY IMPROVEMENT." ALTHOUGH CITY OF HOPE PROVIDES SPECIALTY CARE FOR LARGE NUMBERS OF PATIENTS FROM UNDERSERVED POPULATIONS, COMMUNITY PROVIDERS ARE THE FIRST LINE OF CARE FOR DISEASE PREVENTION AND EARLY DETECTION. FAMILY PRACTITIONERS, NURSE PRACTITIONERS AND REGISTERED NURSES ARE CHALLENGED BY THE EXTENT OF KNOWLEDGE THEY MUST HAVE TO TREAT ALL DISEASES IN PATIENTS OF ALL AGES. CITY OF HOPE ASSISTS THESE COMMUNITY CARE PROVIDERS BY PROVIDING THE INFORMATION THEY NEED TO REMAIN CURRENT ON THE DIAGNOSIS, TREATMENT AND PREVENTION OF CANCER AND DIABETES. THIS IS ACCOMPLISHED THROUGH A MULTIPRONGED APPROACH THAT INCLUDES: * ADDRESSING VULNERABLE POPULATIONS IN EVERY CONTINUING MEDICAL EDUCATION LECTURE, EITHER BY PRESENTING RESEARCH OR PROVIDING REFERENCES FOR FOLLOW-UP READING * HOLDING A MONTHLY CME DINNER ON VALUED TOPICS FOR FAMILY PRACTITIONERS RESIDING WITHIN A 30-MILE RADIUS * PROVIDING THE LATEST INFORMATION ON SCREENING GUIDELINES AND CLINICAL TRIALS FREE OF CHARGE ON CITY OF HOPE'S WEBSITE * INVITING AREA PRACTITIONERS TO ATTEND FREE "ASK THE EXPERTS TALKS" HELD AT CITY OF HOPE * GIVING LECTURES AT COMMUNITY PRACTICE SITES WITH A LARGE UNDERSERVED POPULATION, INCLUDING ANTELOPE VALLEY AND SOUTH PASADENA * PROVIDING ACCREDITED TALKS ON SUCH TOPICS AS SUPPORTIVE CARE, PALLIATIVE CARE AND HOW TO TALK WITH PATIENTS IN A CULTURALLY SENSITIVE MANNER FOR PHYSICIANS AND NURSES AT MAJOR MEDICAL MEETINGS. THE MEDICAL CENTER OFFERS COMMUNITY EDUCATION FORUMS ON CONTEMPORARY ISSUES SUCH AS HEALTH CARE REFORM, DIABETES, SICKLE CELL DISEASE AND HIV/AIDS. AT THESE EDUCATION PROGRAMS PHYSICIANS, RESEARCHERS AND STAFF DISCUSS DISEASES, TREATMENTS AND RESEARCH AND RESPOND TO QUESTIONS FROM THE PUBLIC. ACCORDING TO THE CENTERS FOR DISEASE CONTROL (2013) ACHIEVING HEALTH EQUITY, ELIMINATING HEALTH DISPARITIES, AND IMPROVING THE HEALTH OF ALL AMERICANS ARE OVERARCHING GOALS TO IMPROVE AND PROTECT THE NATION'S HEALTH. A SIGNIFICANT BARRIER TO ACCESSING CARE IS PROVIDING A WORKFORCE THAT IS REFLECTIVE OF THE CULTURAL AND LINGUISTIC PRACTICES OF OUR LOCAL COMMUNITY. AT CITY OF HOPE, IN ADDITION TO PREVENTING DISEASE, UPHOLDING SUSTAINABLE ENVIRONMENTAL PRACTICES, AND FOSTERING A BROAD RANGE OF PARTNERSHIPS TO COLLABORATIVELY ADVANCE THE HEALTH OF OUR COMMUNITIES, WE ARE ALSO COMMITTED TO IMPROVING EDUCATION OPPORTUNITIES THAT CAN LEAD TO CAREERS IN HEALTH CARE FOR UNDERREPRESENTED ETHNIC/CULTURAL GROUPS. THROUGH STRONG INTERNAL RELATIONSHIPS AND IMPORTANT COLLABORATIONS WITH OUR LOCAL COMMUNITY, WE HAVE BEEN ABLE TO DELIVER A VARIETY OF PROGRAMS THAT CAN INCREASE INTEREST IN HEALTH CARE FIELDS FROM HIGH SCHOOL STUDENTS TO ADULTS LIVING IN OUR SERVICE AREA. ONE OF THE MOST IMPORTANT THINGS WE CAN DO FOR OUR COMMUNITY IS TO BUILD OUR CAPACITY TO CARE FOR PATIENTS WITH UNIQUE NEEDS. DURING FISCAL YEAR 2021 WE EMBARKED ON A JOURNEY TO DEVELOP A SUSTAINABLE SYSTEM TO ADDRESS THE FOOD INSECURITY OF OUR PATIENTS. WORKING IN A CROSS DISCIPLINE APPROACH NEWLY ADMITTED PATIENTS ARE SCREENED FOR FOOD INSECURITY, USING THE HUNGER VITAL SIGNS TWO VALIDATED FOOD INSECURITY QUESTIONS. PATIENTS IDENTIFIED AS "OFTEN"SOMETIMES" TO THE QUESTIONS ARE PROVIDED A CONSULTATION WITH THE CITY OF HOPE DIETICIANS, A REFERRAL TO LOCAL FOOD AGENCY FOR MEDICALLY TAILORED MEALS OR RESOURCES, AND PROVIDED AN OPPORTUNITY TO ORDER A 25 LB BAG OF FOOD UPON DISCHARGE. ADDITIONALLY, CITY OF HOPE BEGAN TO OFFER A QUARTERLY FRESH PRODUCE DISTRIBUTION PROGRAM IN APRIL 2021. ONE WAS HELD WITH MANY MORE TO BE OFFERED QUARTERLY ON AN ONGOING BASIS. CITY OF HOPE EMPLOYEES PROVIDE THE VOLUNTEER LABOR TO SORT AND DISTRIBUTE THE PRODUCE TO SELF-IDENTIFYING FOOD INSECURE PATIENTS. CITY OF HOPE CONTINUES TO PARTICIPATE AS A LEADER IN THE SPA3 HOSPITAL COLLABORATIVE'S FOOD FOR ALL PROGRAM WITH THE INTENT TO MAKE REGIONAL IMPACT OF FOOD INSECURITY. A FEW ADDITIONAL EXAMPLES OF WAYS IN WHICH THE MEDICAL CENTER PROMOTES THE HEALTH OF ITS COMMUNITY IS THROUGH TECHNICAL ASSISTANCE PROVIDED TO GOVERNMENT AGENCIES AND COMMUNITY ORGANIZATIONS, CONTRIBUTIONS TO RESEARCH LITERATURE AND LEADERSHIP OF COMMUNITY BOARDS. |
| SCHEDULE H, PART VI, LINE 6 | THE CITY OF HOPE MEDICAL FOUNDATION (MEDICAL FOUNDATION) WAS LAUNCHED IN 2011. THE MEDICAL FOUNDATION HAS FOSTERED INCREASED COLLABORATION BETWEEN PHYSICIANS AND THE MEDICAL CENTER IN PROVIDING PATIENT CARE AND SERVICES TO THE COMMUNITY. THE MEDICAL FOUNDATION OPERATES OVER 20 LOCATIONS IN FIVE COUNTIES. THE MEDICAL FOUNDATION SUPPORTS THE MEDICAL CENTER'S MISSION OF ADVANCING HIGH-QUALITY PATIENT CARE, INNOVATIVE RESEARCH AND EDUCATION PROGRAMS AND HAS ENABLED THE MEDICAL CENTER TO EXPAND SERVICES INTO THE COMMUNITY. SINCE CITY OF HOPE'S BECKMAN RESEARCH INSTITUTE IS A SEPARATE CORPORATE ENTITY, THE MYRIAD OF CONTRIBUTIONS TO COMMUNITY WELL-BEING MADE BY BECKMAN RESEARCH INSTITUTE DEPARTMENTS ARE NOT REFLECTED IN THE COMMUNITY BENEFIT VALUES REPORTED ON SCHEDULE H. THE CENTER OF COMMUNITY ALLIANCE FOR RESEARCH AND EDUCATION (CCARE) WITHIN THE BECKMAN RESEARCH INSTITUTE IS THE FOCAL POINT FOR POPULATION SCIENCES COMMUNITY ENGAGEMENT INITIATIVES. CCARE FOCUSES INITIATIVES IN THREE AREAS: 1. PREVENTION - EDUCATION, SCREENING/EARLY DETECTION AND FOLLOW-UP 2. RESEARCH - THERAPEUTIC, NON-THERAPEUTIC AND OBSERVATIONAL; AND 3. TRAINING - EDUCATION AND MENTORING OF STUDENTS, RESEARCHERS, CLINICIANS AND COMMUNITY ADVOCATES CITY OF HOPE'S DIVISION OF NURSING RESEARCH AND EDUCATION, WHICH IS HOUSED WITHIN THE BECKMAN RESEARCH INSTITUTE, CONDUCTS INTERDISCIPLINARY RESEARCH ORGANIZED AROUND THE QUALITY OF LIFE AND SYMPTOM MANAGEMENT OF ONCOLOGY PATIENTS. STUDIES CONDUCTED IN THE DEPARTMENT EXTEND ACROSS THE TRAJECTORY OF DISEASE, FROM DIAGNOSIS AND TREATMENT TO SURVIVORSHIP AND END-OF-LIFE CARE. FINDINGS FROM THIS RESEARCH ARE DISSEMINATED THROUGH MULTIPLE COURSES OFFERED THROUGHOUT THE YEAR TO HEALTH PROFESSIONALS FROM ACROSS THE COUNTRY. THROUGH THE BECKMAN RESEARCH INSTITUTE, CITY OF HOPE OFFERS A PAID 10-WEEK SUMMER RESEARCH INTERNSHIP FOR 50 TO 70 HIGH SCHOOL STUDENTS FROM ALL OVER THE UNITED STATES, WITH 21 INTERNSHIPS RESERVED FOR STUDENTS FROM LOS ANGELES COUNTY. EACH YEAR, AN AVERAGE OF 1,500 APPLICATIONS ARE RECEIVED. THE SAN GABRIEL VALLEY SCIENCE EDUCATION PARTNERSHIP AWARD COLLABORATIVE (SEPAC). SEPAC WAS A PARTNERSHIP BETWEEN CITY OF HOPE AND THE DUARTE UNIFIED SCHOOL DISTRICT THAT WAS SUPPORTED BY A FIVE-YEAR GRANT FROM THE NATIONAL INSTITUTES OF HEALTH. CITY OF HOPE FACULTY, SCIENTISTS AND PRE-DOCTORAL STUDENTS DONATED THEIR SERVICES TO PROVIDE HANDS ON BIOMEDICAL SCIENCE EDUCATION TO 2ND, 5TH AND 8TH GRADERS THROUGHOUT THE ACADEMIC YEAR. THE GOAL OF SEPAC WAS TO INCREASE UNDERSTANDING OF THE CONNECTION BETWEEN SCIENCE AND HEALTH THROUGH FUN, INTERACTIVE, HANDS-ON ACTIVITIES AND TO INCREASE THE PIPELINE OF UNDERREPRESENTED MINORITY STUDENTS PURSUING COLLEGE MAJORS AND CAREERS IN THE SCIENCES AND TECHNOLOGY. MULTIPLE INTERACTIONS PROVIDED OVER THE COURSE OF K-12 SCHOOLING HELP BUILD AND MAINTAIN INTEREST, WHILE PREPARING STUDENTS TO ENTER COLLEGE WITH REAL-WORLD RESEARCH EXPERIENCE. |
| SCHEDULE H, PART VI, LINE 7 | THE MEDICAL CENTER'S COMMUNITY BENEFIT REPORT IS FILED ANNUALLY IN THE STATE OF CALIFORNIA WITH DEPARTMENT OF HEALTH ACCESS AND INFORMATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Health Foundation Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K St Ste 800 | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 951916050 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $690,747 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SEE PART IV SEE PART IV | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART II, LINE 1, COLUMN H | FormAndLineReferenceDesc |
| Explanation | AS PART OF THE CALIFORNIA HOSPITAL PROVIDER FEE PROGRAM THAT BECAME LAW ON SEPTEMBER 8, 2010, THE MEDICAL CENTER ENTERED INTO AN ENFORCEABLE PLEDGE AGREEMENT WITH THE CALIFORNIA HEALTH FOUNDATION TRUST (CHFT). THE PLEDGE WAS TO SUPPORT CHARITABLE ACTIVITIES AT VARIOUS INDEPENDENT HOSPITALS AND HOSPITAL/HEALTH SYSTEMS IN CALIFORNIA, INCLUDING MEASURES TO ALLEVIATE LOSSES POTENTIALLY RESULTING FROM THE IMPLEMENTATION OF THE CALIFORNIA HOSPITAL PROVIDER FEE PROGRAM. THE MEDICAL CENTER DOES NOT MONITOR GRANTS MADE TO CHFT ONCE THEY HAVE BEEN MADE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert Stone | ||||||||||||||
| FORMER PRESIDENT/CEO | $488,337 | $1,139,452 | $411,300 | $959,700 | $44,612 | $104,095 | $155,503 | $362,841 | $11,917 | $27,806 | $1,111,669 | $2,593,894 | $126,900 | $296,100 |
| Michael A Caligiuri MD | ||||||||||||||
| President - Medical Center | $1,018,558 | $113,173 | $717,443 | $79,716 | $336,341 | $37,371 | $46,274 | $5,141 | $2,118,616 | $235,401 | $99,000 | $11,000 | ||
| Harlan Levine | ||||||||||||||
| Pres Strategy & Bus. Ventures | $299,772 | $699,467 | $224,709 | $524,320 | $27,035 | $63,082 | $76,321 | $178,082 | $12,681 | $29,590 | $640,518 | $1,494,541 | $62,652 | $146,188 |
| Steven T Rosen MD | ||||||||||||||
| Provost, Cancer Ctr Director | $265,829 | $650,823 | $172,511 | $422,353 | $23,894 | $58,498 | $68,610 | $167,977 | $9,013 | $22,068 | $539,857 | $1,321,719 | $57,194 | $140,026 |
| Annette Walker | ||||||||||||||
| President of COH OC Cancer Ctr | $568,438 | $306,082 | $329,155 | $177,237 | $177,592 | $95,627 | $27,457 | $14,784 | $1,102,642 | $593,730 | $0 | $0 | ||
| Jennifer Parkhurst | ||||||||||||||
| Chief Financial Officer | $212,140 | $636,421 | $131,545 | $394,636 | $66,306 | $198,916 | $12,034 | $36,101 | $422,025 | $1,266,074 | $18,540 | $55,620 | ||
| Jeffrey Walker | ||||||||||||||
| COO/Assistant Secretary | $194,568 | $583,702 | $172,224 | $516,673 | $2,681 | $8,041 | $34,025 | $102,074 | $10,433 | $31,299 | $413,931 | $1,241,789 | $0 | $0 |
| Debra F Fields | ||||||||||||||
| EVP Chief Transformation Off | $168,374 | $505,121 | $136,334 | $409,001 | $10,317 | $30,951 | $44,741 | $134,224 | $12,431 | $37,294 | $372,197 | $1,116,591 | $35,190 | $105,570 |
| Mark Hulse | ||||||||||||||
| Chief Digital Officer | $158,728 | $476,182 | $103,411 | $310,231 | $49,611 | $148,834 | $6,480 | $19,438 | $318,230 | $954,685 | $13,872 | $41,616 | ||
| Gregory D Schetina | ||||||||||||||
| General Counsel/Secretary | $151,306 | $453,919 | $101,545 | $304,634 | $8,136 | $24,407 | $40,843 | $122,527 | $12,974 | $38,921 | $314,804 | $944,408 | $30,153 | $90,459 |
| Susan J Brown | ||||||||||||||
| SVP Chief Nursing | $534,539 | $193,404 | $129,029 | $48,765 | $36,522 | $942,259 | $0 | $0 | ||||||
| Cornelis Van Den Berg | ||||||||||||||
| Former Officer | $121,430 | $364,290 | $27,352 | $82,057 | $9,005 | $27,014 | $11,907 | $35,719 | $6,781 | $20,342 | $176,475 | $529,422 | $0 | $0 |
| Jonathan Reuter | ||||||||||||||
| VP Facilities & Construction | $233,434 | $155,623 | $47,657 | $31,771 | $13,921 | $9,281 | $13,795 | $9,197 | $22,544 | $15,029 | $331,351 | $220,901 | $0 | $0 |
| Donald J Matthewson | ||||||||||||||
| Vice Treasurer | $93,488 | $280,462 | $14,037 | $42,109 | $9,672 | $29,014 | $4,913 | $14,739 | $122,110 | $366,324 | $0 | $0 | ||
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | THE MEDICAL CENTER PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET. |
| SCHEDULE J, PART I, LINE 4B | THE MEDICAL CENTER HAS A NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). PRIOR TO VESTING, THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C. PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING CALENDAR YEAR 2020 THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: SUSAN J. BROWN $39,935 ROBERT W. STONE $38,845 STEVEN ROSEN $31,349 DEBRA FIELDS $21,603 CORNELIS VAN DEN BERG $18,648 KRISTIN BERTELL $13,317 GREGORY SCHETINA $ 9,748 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANTS INCOME ON SCHEDULE J, PART II, COLUMN B(III). |
| SCHEDULE J, PART I, LINE 7 | THE MEDICAL CENTER'S EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO THREE (3) KEY PERFORMANCE INDICATORS AND TWO OR MORE INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF THE CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY PERFORMANCE INDICATORS ARE WEIGHTED AT 50% AND THE INDIVIDUAL OBJECTIVES ARE WEIGHTED AT 50%. THE AIP IS UNDER THE CONTROL OF AND ADMINISTERED BY THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY THE MEDICAL CENTER AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY IN ITS DISCRETION CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THESE CIRCUMSTANCES (CANCELLATION POLICY): (A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; (B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OR MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2020 WAS PAID IN CALENDAR YEAR 2020 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN B(II). THE MEDICAL CENTER ALSO HAS AN EXECUTIVE LONG-TERM INCENTIVE PLAN (LTI) FOR CERTAIN EXECUTIVES THAT IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 6) RUNS FROM OCTOBER 1, 2017 THROUGH SEPTEMBER 30, 2020 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1 THEREAFTER (E.G., CYCLE 7 RUNS FROM OCTOBER 1, 2018 THROUGH SEPTEMBER 30, 2021). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE LTI, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE LTI DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2020, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN C. THE LTI IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED ABOVE. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED PAYOUT OF PLAN CYCLE 6 LTI INCENTIVES (OCTOBER 1, 2017 THROUGH SEPTEMBER 30, 2020) IN DECEMBER 2020. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN B(II). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIF HLTH FACLTY FIN AUTH (SEE PART VI) | ||||||||
| A | 521643828 | 13033LN37 | 2012-11-14 | $140,805,678 | REFUNDING ISSUE/CAPITAL PROJECTS | false | false | false |
| CALIF HLTH FACLTY FIN AUTH (SEE PART VI) | ||||||||
| B | 521643828 | 2012-11-14 | $130,787,655 | REFUNDING ISSUE | false | false | false | |
| CALIF HLTH FACLTY FIN AUTH (SEE PART VI) | ||||||||
| C | 521643828 | 2017-02-10 | $32,680,000 | REFUNDING ISSUE | false | false | false | |
| CALIF HLTH FACLTY FIN AUTH (SEE PART VI) | ||||||||
| D | 521643828 | 13032UUN6 | 2019-07-31 | $384,529,099 | CAPITAL PROJECTS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 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 | $32,500,000 | $0 | $140,811,319 | $0 | $1,026,220 | $0 | $1,565,251 | $0 | $0 | $90,708,393 | $47,511,455 | $0 | 2015 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $130,787,655 | $0 | $0 | $0 | $1,425,066 | $0 | $0 | $0 | $129,362,589 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $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) |
| D | $0 | $0 | $384,613,521 | $0 | $0 | $0 | $3,173,862 | $0 | $0 | $1,113,221 | $0 | $380,326,438 | false | false | false | false |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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 | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00810 | 0.00810 | false | false | false | Yes (true) |
| B | 0 | |||||||||||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.01150 | 0.01150 | false | false | false | Yes (true) |
| D | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo | |||||||||||||
| A | false | false | false | Yes (true) | Yes (true) | Yes (true) | 30. | false | false | false | 0 | false | Yes (true) |
| Wells Fargo | |||||||||||||
| B | false | false | Yes (true) | false | Yes (true) | Yes (true) | 30. | false | false | false | 0 | false | Yes (true) |
| 0 | |||||||||||||
| C | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) | |||
| 0 | |||||||||||||
| D | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, LINE A, COLUMN (E) | AN ELECTION WAS MADE UNDER 1.150-1(C)(3) TO TREAT THE BOND ISSUE AS TWO SEPARATE ISSUES AND WAS REPORTED ON TWO SEPARATE FORMS 8038. ONE WAS FOR REFUNDING THE CITY OF HOPE NATIONAL MEDICAL CENTER'S CITY OF DUARTE CERTIFICATES OF PARTICIPATION SERVICES 1999A AND THE OTHER WAS FOR REFUNDING (1) THE CITY OF HOPE NATIONAL MEDICAL CENTER PROJECT SERIES 2006A, B, C ISSUES AND (2) 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 MEDICAL CENTER IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE AND EXPENDITURES OF $140,805,678. THE BECKMAN RESEARCH INSTITUTE IS REPORTING AN ISSUE PRICE OF $57,928,340. THE DIFFERENCE BETWEEN THE ALLOCABLE ISSUE PRICE OF 140,805,678 AND THE TOTAL PROCEEDS OF THE ISSUE OF $140,811,319 IS DUE TO INVESTMENT INCOME. |
| SCHEDULE K, PART IV, LINE 2C, COLUMN (A) | ON SEPTEMBER 3, 2015, THE REBATE COMPUTATION FOR THE 2012 ISSUE IN THE AMOUNT OF $140,805,678 WAS COMPLETED WITH NO REBATE LIABILITY DUE. |
| SCHEDULE K, PART I, LINES A AND B, COLUMN (F) | THE 2012 ISSUE REFUNDED THE FOLLOWING MEDICAL CENTER'S TAX EXEMPT ISSUES: (A) PRIVATE PLACEMENT ISSUED ON MAY 26, 2006 THROUGH THE ABAG FINANCE AUTHORITY FOR NON-PROFIT CORPORATIONS. (B) 1999A CERTIFICATES OF PARTICIPATION ISSUED ON APRIL 8, 1999 THROUGH THE CITY OF DUARTE. |
| SCHEDULE K, PART III, COLUMN (B) | COLUMN LEFT BLANK AS 2012 ISSUE REFUNDED A PRE 2003 BOND ISSUE AND THERE WERE NO NEW PROCEEDS ISSUED. |
| SCHEDULE K, PART I, LINE C, COLUMN (F) | THE 2017 ISSUE REFUNDED $32,500,000 OF THE SERIES 2012C ISSUE WITH THE ORIGINAL ISSUE DATE OF NOVEMBER 14, 2012. |
| SCHEDULE K, PART I, LINE D, COLUMN (E) | THE JULY 31, 2019 ISSUE WAS REPORTED ON A SINGLE FORM 8038 FOR THE BENEFIT OF THE MEDICAL CENTER. |
| SCHEDULE K, PART II, LINE 3, COLUMN (D) | TOTAL PROCEEDS ARE NOT EQUAL TO THE ISSUE PRICE DUE TO ACCUMULATED INVESTMENT EARNINGS FOR EACH REPORTING PERIOD AND WAS NOT SEPARATELY STATED IN FORM 990, PART VIII. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | ORGANIZATION'S MISSION - CONTINUATION CITY OF HOPE NATIONAL MEDICAL CENTER IS PART OF AN INTEGRATED SYSTEM KNOWN AS CITY OF HOPE THAT COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE AUXILIARIES, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, AND ITS AFFILIATES, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESSHOPE, LLC, AND THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, WHICH IS AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATION INSTITUTION COMMITTED TO TRANSFORMING THE FUTURE OF HEALTH BY TURNING SCIENCE INTO PRACTICAL BENEFIT AND HOPE INTO REALITY. WE ACCOMPLISH THIS THROUGH COMPASSIONATE PATIENT CARE, INNOVATIVE RESEARCH, AND MEDICAL AND SCIENTIFIC EDUCATION FOCUSED ON ELIMINATING CANCER AND DIABETES. CITY OF HOPE IS GUIDED BY A COMPASSIONATE, PATIENT-CENTERED PHILOSOPHY THAT IS DEDICATED TO THE PREVENTION AND CURE OF CANCER AND OTHER LIFE-THREATENING DISEASES. |
| FORM 990 PART III, LINE 4A | EXEMPT PURPOSE ACHIEVEMENTS - CONTINUATION SINCE 1976, MORE THAN 16,000 HEMATOPOIETIC (BLOOD) CELL TRANSPLANTATION PROCEDURES HAVE BEEN PERFORMED AT THE MEDICAL CENTER TO FIGHT LEUKEMIA, LYMPHOMA, MYELOMA AND OTHER CANCERS. TODAY, THE MEDICAL CENTER'S CLINICIANS ARE FURTHERING DEVELOPMENT OF STEM CELL TRANSPLANTATION TO TREAT AUTOIMMUNE DISEASES. AS A PIONEER IN ROBOTIC SURGERY FOR RECTAL AND PROSTATE CANCER, AND AN EMERGING LEADER IN ROBOTIC SURGERY FOR HEAD AND NECK CANCERS, THE MEDICAL CENTER IS A NATIONALLY RECOGNIZED LEADER IN THE FIELD OF MINIMALLY INVASIVE SURGERY. PHYSICIANS AT THE MEDICAL CENTER HAVE ALSO BROKEN NEW GROUND IN EMPLOYING TARGETED RADIATION TREATMENT TECHNIQUES THAT DELIVER DOSES DIRECTLY TO DISEASED TISSUE, MAXIMIZING CANCER-KILLING TREATMENTS WHILE POTENTIALLY MINIMIZING DAMAGE TO PATIENTS' HEALTHY TISSUE. THE SHERI & LES BILLER PATIENT AND FAMILY RESOURCE CENTER SERVES AS THE INFORMATION HUB ABOUT OUR COMPREHENSIVE ASSISTANCE FOR PATIENTS AND FAMILIES, OFFERING PATIENT EDUCATION, SUPPORT GROUPS, SOCIAL WORK RESOURCES, MIND-BODY THERAPIES AND PATIENT NAVIGATORS TO ASSIST PEOPLE THROUGH DIAGNOSIS, TREATMENT AND RECOVERY. ITS HEALTHCARE PROFESSIONALS, INCLUDING PSYCHOLOGISTS, PSYCHIATRISTS AND PALLIATIVE CARE PHYSICIANS, PARTNER WITH PATIENTS AND FAMILIES TO ALLEVIATE PAIN AND DISTRESS RELATED TO DISEASE AND TREATMENT. THE MEDICAL CENTER PROVIDES FOR SERVICES THROUGH CHARITY CARE ASSISTANCE FOR PATIENTS MEETING CERTAIN FINANCIAL ELIGIBILITY AND CLINICAL CRITERIA AND TO PERSONS WITHOUT INSURANCE OR WHO ARE UNDER-INSURED. THE MEDICAL CENTER ALSO SUBSIDIZES CARE FOR PATIENTS COVERED BY MEDI-CAL AND MEDICARE. |
| FORM 990, PART III, LINE 4B | THE MEDICAL CENTER CONDUCTS NEARLY 1,000 CLINICAL TRIALS ANNUALLY, ENROLLING 1 IN 4 PATIENTS. MANY OF THESE TRIALS PROVIDE PATIENTS WITH ACCESS TO THE NEWEST TREATMENT APPROACHES, WHICH HELPS DEVELOP THE STANDARD TREATMENTS OF TOMORROW. FOR INSTANCE, THE MEDICAL CENTER WAS THE FIRST INSTITUTION IN THE WORLD TO PERFORM A CLINICAL STUDY USING NEURAL STEM CELLS TO TARGET GLIOMA, A DEADLY FORM OF BRAIN CANCER. THE MEDICAL CENTER HAS BEEN DESIGNATED A NATIONAL CENTER FOR ISLET CELL TRANSPLANTATION - AN EMERGING TREATMENT THAT HAS THE POTENTIAL TO REVERSE TYPE 1 DIABETES. THE MEDICAL CENTER IS ALSO MAKING MAJOR CONTRIBUTIONS TO THE STUDY OF HIV/AIDS THROUGH RESEARCH INTO HOW TO STOP THE VIRUS' INFECTION OF CELLS. THE MEDICAL CENTER PROVIDES INSTITUTIONALLY FUNDED RESEARCH GRANTS TO DEVELOP NOVEL IDEAS THAT HAVE NOT YET REACHED A MATURITY LEVEL NECESSARY TO SECURE EXTRAMURAL FUNDING. MEDICAL CENTER FACULTY AND STAFF SERVE AS CONTRIBUTORY MEMBERS FOR NATIONAL POLICY AND REGULATORY ORGANIZATIONS AND ADVISORY COMMITTEES. THEY ALSO PROVIDE THEIR EXPERTISE TO REVIEW GRANT APPLICATIONS FOR STATE AND FEDERAL AGENCIES AND SERVE AS MEMBERS OF EDITORIAL BOARDS FOR PROFESSIONAL PUBLICATIONS. THE MEDICAL CENTER'S DEPARTMENT OF POPULATION SCIENCES ALSO REACHES OUT AND SEEKS TO REDUCE THE BURDEN OF CANCER ACROSS ALL POPULATIONS THROUGH COLLABORATIVE PROGRAMS IN CARE, RESEARCH AND EDUCATION. SEEKING TO UNDERSTAND THE CAUSES AND RISKS OF CANCER AND DISPARITIES IN CANCER OUTCOMES IN VARIOUS POPULATIONS, POPULATION SCIENCE PERSONNEL EXAMINE AND INVESTIGATE GENETIC MARKERS LINKED TO CANCER RISK, SEEKING TO IMPROVE THE QUALITY OF LIFE FOR CANCER SURVIVORS. THROUGH THE CENTER FOR CANCER SURVIVORSHIP, SPECIALIZED, LONG-TERM FOLLOW-UP CARE IS PROVIDED FOR CANCER SURVIVORS, AND ITS CRITICAL RESEARCH IS SHARED WITH OTHER INSTITUTIONS. |
| FORM 990, PART III, LINE 4C | EDUCATION AND PROFESSIONAL DEVELOPMENT ARE IMPORTANT PROGRAMS AT THE MEDICAL CENTER. THROUGH ROBUST RESIDENCY AND FELLOWSHIP PROGRAMS, THE MEDICAL CENTER PROVIDES CONSIDERABLE TRAINING AND CONTINUING EDUCATION FOR PHYSICIANS, NURSES AND HEALTH PROFESSIONALS EMPLOYED BY THE MEDICAL CENTER. IN MANY INSTANCES THESE SAME PROGRAMS AND TRAINING ARE EXTENDED TO MEDICAL PROFESSIONALS NOT DIRECTLY AFFILIATED WITH THE MEDICAL CENTER. |
| FORM 990 PART V, LINE 2A | MOST OF CITY OF HOPE 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, SECTION A, LINES 6 AND 7A | CITY OF HOPE (95-3435919) IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER AND ELECTS THE BOARD OF DIRECTORS TO THE MEDICAL CENTER. |
| FORM 990, PART VI, SECTION A, LINE 7B | 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 MEDICAL CENTER, INCLUDING: BORROWING MONEY IN THE NAME OF THE MEDICAL CENTER OR UTILIZING PROPERTY OWNED BY THE MEDICAL CENTER AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO THE MEDICAL CENTER EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF THE MEDICAL CENTER; MAKE, EXECUTE OR DELIVER ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR ANY BOND, CONFESSION OF JUDGMENT, CHATTEL MORTGAGE, SECURITY AGREEMENT, DEED, GUARANTY, INDEMNITY BOND, SURETY BOND, OR CONTRACT TO SELL OR BILL OF SALE OF THE PROPERTY OF THE MEDICAL CENTER; ACQUIRE, PURCHASE, DEVELOP, IMPROVE, SELL, LEASE, OR MORTGAGE ANY CORPORATE REAL ESTATE OR ANY INTEREST THEREIN OR ENTER INTO ANY CONTRACT FOR ANY SUCH PURPOSES; OR MAKE ANY LOAN, INVESTMENT, TRANSFER OR DISPOSITION OF ANY ASSETS OF THE MEDICAL CENTER OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF THE MEDICAL CENTER OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY OPERATIONS; OR ESTABLISH CAPITAL AND OPERATING BUDGETS OR ADOPT MATERIAL CHANGES THERETO; OR ANY ACTION THAT COULD REASONABLY BE EXPECTED TO HAVE A MATERIAL ADVERSE EFFECT ON THE 501(C)(3) STATUS OF TAX-EXEMPT BONDS OF CITY OF HOPE. THE FOLLOWING REQUIRE GOVERNING BODY APPROVAL (AS WELL AS THE APPROVAL OF THE SOLE CORPORATE MEMBER): THE ADOPTION OF, OR MATERIAL CHANGE IN, THE MISSION OF THE MEDICAL CENTER; SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS; MERGER AND ITS PRINCIPAL TERMS (AND ANY AMENDMENT TO THOSE TERMS); DISSOLUTION OF THE CORPORATION; ADOPTION OF OPERATING AND CAPITAL BUDGETS; ACQUISITIONS AND CAPITAL EXPENDITURES MEETING A CERTAIN FINANCIAL THRESHOLD; BORROWINGS, GUARANTIES, LOAN, AND BOND ISSUANCE MEETING A CERTAIN FINANCIAL THRESHOLD; CREATION OF A NEW (OR ACQUISITION OF A CONTROLLING INTEREST IN AN EXISTING) CORPORATION, PARTNERSHIP OR LIMITED LIABILITY COMPANY; AND ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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 MEDICAL CENTER. THE FORM 990 IS PREPARED BY EY, AN EXTERNAL ACCOUNTING FIRM, AND IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND EXTERNAL PARTICIPANTS, INCLUDING EY, AND RETAINED OUTSIDE TAX COUNSEL. PRIOR TO FILING, THE MEDICAL CENTER FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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 CITY OF HOPE'S GENERAL COUNSEL AND CHIEF ETHICS AND COMPLIANCE OFFICER AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CLASSIFICATION OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS, AND MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION-MAKING PROCESS RELATING TO BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. AS PART OF A CONFLICT MANAGEMENT PLAN, MONITORING TRANSACTIONS FOR CONFLICTS OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES AGAINST TRANSACTIONS. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B | 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 AND COMPENSATION RANGES FOR CERTAIN OTHER SENIOR EXECUTIVES. THE COMMITTEE ALSO SERVES AS THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE MEDICAL CENTER. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. 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 EXECUTIVES AND CERTAIN KEY EMPLOYEES AND THIS WAS LAST COMPLETED ON DECEMBER 9, 2021. THE COMPENSATION PROGRAMS AND PAY POSITIONING FOR ALL OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII, AT THE SVP OR EQUIVALENT LEVEL AND ABOVE ARE REVIEWED BY THIS COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE MEDICAL CENTER'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FROM THE SECRETARY OF STATE. CITY OF HOPE'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER. THE MEDICAL CENTER'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII, COLUMN (B) | FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED IN PART VII BY AN ESTIMATE OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE HOURS WORKED 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 2021. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD 5 REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2021. |
| FORM 990, PART VII, SECTION B | IT IS POSSIBLE THAT A PORTION OF THE AMOUNTS REPORTED FOR CONSTRUCTION SERVICES MAY INCLUDE EXPENSE REIMBURSEMENT, IN ADDITION TO AMOUNTS PAID FOR SERVICES. HOWEVER, THE AMOUNTS ARE NOT DISTINGUISHABLE. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS ARE DETAILED AS FOLLOWS: UNREALIZED LOSS ON INTEREST RATE SWAP AGREEMENT (6,330,808) |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PURCHASED SERVICES TOTAL FEES:XXX-XX-XXXX |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING & MGMT. FEES TOTAL FEES:32341842 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:REGISTRY & STAFFING FEES TOTAL FEES:26882568 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:RECRUITMENT TOTAL FEES:2630214 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER CONTRACTED SERVICES TOTAL FEES:15621049 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 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 |
| BECKMAN RESEARCH INSTITUTE | ||||||||||
| 1450 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953432210 | RESEARCH | CA | 501(c)(3) | 4 | CITY OF HOPE | Yes (true) |
| CITY OF HOPE MEDICAL FOUNDATION | ||||||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | 274803222 | HEALTHCARE | CA | 501(c)(3) | 3 | CITY OF HOPE | Yes (true) |
| THE TRANSLATIONAL GENOMICS RESEARCH INST | ||||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 753065445 | RESEARCH | AZ | 501(c)(3) | 7 | CITY OF HOPE | Yes (true) |
| TGEN RESEARCH INSTITUTE FOUNDATION | ||||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 331092191 | FUNDRAISING | AZ | 501(c)(3) | 7 | TGEN | 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 |
|---|---|---|---|---|---|---|---|---|
| SOUTHERN CA RADIATION ONCOLOGY | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 364887584 | MGMT SERVICES | DE | NA | N/A |
| ACCESSHOPE LLC | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 842818450 | ONCOLOGY SUPPORT | DE | NA | N/A |
| 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 (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Beckman Research Institute of City of Hope | ||
| l | $52,252,222 | FMV |
| Beckman Research Institute of City of Hope | ||
| m | $1,722,010 | FMV |
| Beckman Research Institute of City of Hope | ||
| o | $37,583,751 | FMV |
| Beckman Research Institute of City of Hope | ||
| p | $11,299,854 | FMV |
| Beckman Research Institute of City of Hope | ||
| q | $39,034,696 | FMV |
| City of Hope Medical Foundation | ||
| l | $9,428,973 | FMV |
| City of Hope Medical Foundation | ||
| m | $99,436,560 | FMV |
| City of Hope Medical Foundation | ||
| o | $13,847,232 | FMV |
| City of Hope Medical Foundation | ||
| p | $24,908,591 | FMV |
| City of Hope Medical Foundation | ||
| q | $8,939,081 | FMV |
| THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | ||
| o | $1,163,744 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART III | FormAndLineReferenceDesc |
| Explanation | IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP NAME: SOUTHERN CA RADIATION ONCOLOGY EIN: 36-4887584 ADDRESS: 1500 EAST DUARTE ROAD, DUARTE, CA 91010 NAME: ACCESSHOPE LLC EIN: 84-2818450 ADDRESS: 1500 EAST DUARTE ROAD, DUARTE, CA 91010 | ExplanationTxt |