STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CITY OF HOPE MEDICAL FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CITY OF HOPE MEDICAL FOUNDATION (EIN 27-4803222)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-08-13
IRS object ID
202502259349302040
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-13T18:19:51+00:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118101 VON KARMAN AVENUEAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274803222EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPE MEDICAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCITYBusinessNameControlTxt
Phone6262564673PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYvette TremontiPersonNm
Person TitleTreasurer & CFOPersonTitleTxt
Phone6262564673PhoneNum
Signature2025-08-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKara AdamsPreparerPersonNm
PTINP00023315PTIN
Phone9497942300PhoneNum
Preparation2025-08-01PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1VINCENT JENSENBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$789,330,437GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresscityofhope.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL CARE FOR PEOPLE WITH CANCER, DIABETES AND OTHER LIFE-THREATENING DISEASES AS PART OF A COORDINATED HEALTHCARE DELIVERY SYSTEM OPERATED BY CITY OF HOPE.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee747TotalEmployeeCnt
Total Volunteers72TotalVolunteersCnt
Total Gross UBI$52,298TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$7,797NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,011,199PYContributionsGrantsAmt
CY Contributions Grants$8,000,000CYContributionsGrantsAmt
PY Program Service Revenue$758,298,591PYProgramServiceRevenueAmt
CY Program Service Revenue$780,862,977CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$506,126PYOtherRevenueAmt
CY Other Revenue$467,460CYOtherRevenueAmt
PY Total Revenue$766,815,916PYTotalRevenueAmt
CY Total Revenue$789,330,437CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$76,425,753PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$89,976,259CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$644,159,686PYOtherExpensesAmt
CY Other Expenses$683,910,462CYOtherExpensesAmt
PY Total Expenses$720,585,439PYTotalExpensesAmt
CY Total Expenses$773,886,721CYTotalExpensesAmt
PY Revenues Less Expenses$46,230,477PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,443,716CYRevenuesLessExpensesAmt
Total Assets BOY$733,424,453TotalAssetsBOYAmt
Total Assets EOY$860,803,156TotalAssetsEOYAmt
Total Liabilities BOY$423,773,536TotalLiabilitiesBOYAmt
Total Liabilities EOY$535,708,523TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$309,650,917NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$325,094,633NetAssetsOrFundBalancesEOYAmt
MissionESTABLISH, ACQUIRE, OPERATE AND MAINTAIN OUTPATIENT CLINICS AND OTHER HEALTH CARE FACILITIES AND OPERATIONS FOR TREATING THOSE SUFFERING FROM CANCER AND OTHER LIFE-THREATENING DISEASES. PLEASE SEE SCHEDULE O FOR A CONTINUATION OF OUR MISSION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$599,458,749ExpenseAmt
Grant$0GrantAmt
Revenue$780,862,977RevenueAmt
DescAS PART OF A COORDINATED HEALTH CARE DELIVERY SYSTEM IN SOUTHERN CALIFORNIA, THE MEDICAL FOUNDATION OPERATES IN OVER 25 LOCATIONS IN FIVE COUNTIES, AND PROVIDES OR ARRANGES FOR THE PROVISION OF MEDICAL CARE AND TREATMENT OF PERSONS SUFFERING FROM CANCER AND OTHER LIFE-THREATENING DISEASES. AS PART OF CITY OF HOPE'S MISSION OF CREATING GREATER INTEGRATION AND COORDINATION OF PATIENT CARE, RESEARCH AND EDUCATION SERVICES, THE MEDICAL FOUNDATION ALSO PROVIDES OR ARRANGES FOR THE PROVISION OF CERTAIN PATIENT CARE AND ON-CALL COVERAGE SERVICES, RESEARCH, TEACHING AND ADMINISTRATIVE SERVICES TO THE MEDICAL CENTER. THROUGH THESE CLINICS AND VARIOUS AGREEMENTS, THE MEDICAL CENTER IS ABLE TO ENSURE THAT PATIENT CARE, AS WELL AS ACCOMPANYING CLINICAL RESEARCH AND COMMUNITY EDUCATION, IS PROVIDED SEAMLESSLY THROUGH A FULLY INTEGRATED NETWORK OF PROVIDERS. THE MEDICAL FOUNDATION AND THE MEDICAL CENTER AIM TO CONTINUE TO BROADEN THE AVAILABILITY OF HEALTH CARE AND CLINICAL RESEARCH SERVICES FOR VULNERABLE POPULATIONS INCLUDING MEDICARE AND MEDI-CAL BENEFICIARIES AND CHARITY CARE PATIENTS. CITY OF HOPE MAKES A RANGE OF SERVICES AVAILABLE TO BENEFICIARIES OF THESE PROGRAMS ON A NON-DISCRIMINATORY BASIS WITHIN ITS INPATIENT AND OUTPATIENT FACILITIES, INCLUDING THE MEDICAL CENTER AND THE MEDICAL FOUNDATION, AND MAKES SIGNIFICANT INVESTMENTS IN COMMUNITY BENEFIT ACTIVITIES. THE MEDICAL FOUNDATION PARTICIPATES IN THESE ACTIVITIES CONSISTENT WITH ITS CHARITABLE PURPOSES. THE MEDICAL FOUNDATION PLAYS AN INTEGRAL ROLE IN ENSURING THE COORDINATION AND AVAILABILITY OF RESEARCH TO BENEFIT PATIENT CARE. THROUGH THE MEDICAL FOUNDATION, ACCESS TO CLINICAL TRIALS AND DRUG STUDIES ARE MADE AVAILABLE TO A WIDER BASE OF PATIENTS WHO WISH TO REMAIN IN THE COMMUNITY TO RECEIVE THEIR SPECIALIZED CARE. THE MEDICAL CENTER OFFERS ACCREDITED TRAINING PROGRAMS AND SERVICES THAT SERVE STUDENTS, POSTDOCTORAL TRAINEES, PHYSICIANS, NURSES AND OTHER HEALTH-CARE PROFESSIONALS. THE MEDICAL FOUNDATION SUPPORTS THESE PROGRAMS BY PROVIDING PROFESSIONAL PROVIDERS WHO SERVE AS SUPERVISORS AND MENTORS FOR PARTICIPANTS IN SUCH TRAINING AND THROUGH THE VARIOUS RESEARCH, TEACHING, AND ADMINISTRATIVE SERVICES PROVIDED BY THE FOUNDATION. THE MEDICAL FOUNDATION ALSO ASSISTS IN COMMUNITY EDUCATION AND DISEASE PREVENTION PROGRAMS.Desc
Total Program Service Expenses$599,458,749TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document31IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee747EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Morgan Chu Esq
Director & Chair of the Board3.010.0Yes (X)Yes (X)$0$0$0
Vincent D Jensen
Director / Chief Executive30.030.0Yes (X)Yes (X)$603,913$603,912$151,010
Edward S Kim
DIRECTOR2.060.0Yes (X)$0$1,585,845$136,190
Mary Cianfrocca DO
Director2.00Yes (X)$0$0$0
Randy Taplitz MD
Director2.00Yes (X)$0$0$0
Ravi Salgia MD PhD
Director2.00Yes (X)$0$0$0
Vijay Trisal MD
Director & System Chief Clinical Officer2.058.0Yes (X)$37,057$1,074,649$148,148
William Boswell
Ex-Officio Director2.00Yes (X)$0$0$0
Cristin J O'Callahan
General Counsel & Corp Secretary10.050.0Yes (X)$181,014$950,325$341,125
Donald J Matthewson
Assistant Treasurer12.048.0Yes (X)$125,464$501,856$12,060
Jo Ann Escasa-Haigh
Chief Business Officer12.048.0Yes (X)$365,936$1,463,743$150,513
Yvette Tremonti
Treasurer/Chief Financial Officer10.050.0Yes (X)$0$0$24,162
Debra F Fields
Exec VP & Chief Transformation Ofc12.048.0$340,881$1,363,523$384,116Yes (X)
Kevin Manemann
EVP & Chief Integration Offcr15.045.0$344,145$1,032,434$119,131Yes (X)
Mark Hulse
Chief Digital Officer12.048.0$276,672$1,106,688$42,307Yes (X)
Robert W Stone
President & CEO4.056.0$300,338$4,182,312$1,667,332Yes (X)
Annette M Walker
President of COH OC Cancer Ctr6.054.0$217,383$1,956,449$343,370Yes (X)
Harlan Alcon Levine
Pres, Hlth Innovation & Policy11.049.0$364,681$1,624,490$403,546Yes (X)
Kristin Bertell
Chief Philanthropy Officer2.058.0$41,469$1,202,603$314,901Yes (X)
Marcellus R Van Den Brink MD PhD
Pres COH LA & NMC & Chf Phys Exec4.056.0$69,851$928,018$157,403Yes (X)
Michael A Caligiuri MD
President & Phys-in-Chief, NMC - UNTIL 10/16/20236.054.0$230,783$2,077,049$29,835Yes (X)
Jennifer Parkhurst
Former Officer12.048.0$312,857$1,251,429$64,845Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,812,444TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$22,905,325TotReportableCompRltdOrgAmt
Total Other Compensation$4,489,994TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K134IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CITY OF HOPE MEDICAL GROUP INC
1500 EAST DUARTE ROADDUARTECA91010PROFESSIONAL SERVICES$318,541,228
CONAM BUILDING CO
1040 CALLE NEGOCIOSAN CLEMENTECA92673CONSTRUCTION SERVICES$3,340,730
PERERA CONSTRUCTION & DESIGN INC
2890 INLAND EMPIRE BLVD 102ONTARIOCA91764CONSTRUCTION SERVICES$1,365,324
GUIDANT GLOBAL INC
27777 FRANKLIN ROAD SUITE 600SOUTHFIELDMI48034RECRUITING SERVICES$1,135,939
TIS CONSTRUCTION SERVICES INC
713 E 223RD STREET STE 4111CARSONCA90745CONSTRUCTION SERVICES$1,088,700
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K31CntrctRcvdGreaterThan100KCnt
Related Organizations$8,000,000RelatedOrganizationsAmt
Total Contributions$8,000,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Net Patient Revenue621110$552,649,279$552,649,279
Research, Teaching, & Administrative541700$146,817,257$146,817,257
Pharmacy Revenue900099$71,694,336$71,694,336
Other Exempt Function Revenue621110$9,702,105$9,702,105

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$780,862,977TotalProgramServiceRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$11,000RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$11,000RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,000TotalRevenueColumnAmt
Exclusion$11,000ExclusionAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Non-investment Interest Income900099$251,828$251,828
Other Misc. Revenue900099$152,334$152,334
Outreach Lab621110$52,298$52,298

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$456,460OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$789,330,437TotalRevenueColumnAmt
Related Or Exempt Func Income$780,862,977RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$52,298UnrelatedBusinessRevenueAmt
Exclusion$415,162ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,547,128TotalAmt
Program Services$1,216,830ProgramServicesAmt
Management And General$1,330,298ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$71,630,908TotalAmt
Program Services$34,187,108ProgramServicesAmt
Management And General$37,443,800ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,989,671TotalAmt
Program Services$950,518ProgramServicesAmt
Management And General$1,039,153ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,566,789TotalAmt
Program Services$3,614,854ProgramServicesAmt
Management And General$3,951,935ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,241,763TotalAmt
Program Services$2,981,854ProgramServicesAmt
Management And General$3,259,909ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$310,979TotalAmt
Program Services$0ProgramServicesAmt
Management And General$310,979ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$58,544TotalAmt
Program Services$0ProgramServicesAmt
Management And General$58,544ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$368,264,590TotalAmt
Program Services$261,906,783ProgramServicesAmt
Management And General$106,357,807ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$337,612TotalAmt
Program Services$85,094ProgramServicesAmt
Management And General$252,518ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,666,493TotalAmt
Program Services$2,625,669ProgramServicesAmt
Management And General$40,824ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,394,612TotalAmt
Program Services$2,410,544ProgramServicesAmt
Management And General$984,068ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,664,483TotalAmt
Program Services$2,687,943ProgramServicesAmt
Management And General$7,976,540ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$392,752TotalAmt
Program Services$98,992ProgramServicesAmt
Management And General$293,760ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$54,973TotalAmt
Program Services$14,068ProgramServicesAmt
Management And General$40,905ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,470TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,470ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,664,133TotalAmt
Program Services$7,154,800ProgramServicesAmt
Management And General$5,509,333ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$959,435TotalAmt
Program Services$241,822ProgramServicesAmt
Management And General$717,613ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Pharmaceuticals$272,560,065$271,830,582$729,483$0
Lab/Medical Supplies & Equipment$7,558,827$5,380,547$2,178,280$0
Taxes, Licenses, and Business Fees$1,773,387$1,502,371$271,016$0
Repairs & Maintenance$1,488,967$377,284$1,111,683$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$758,140TotalAmt
Program Services$191,086ProgramServicesAmt
Management And General$567,054ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$773,886,721TotalAmt
Program Services$599,458,749ProgramServicesAmt
Management And General$174,427,972ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$20,715,401BOYAmt
EOY$35,429,981EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$50,449,305BOYAmt
EOY$46,916,828EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,592,288BOYAmt
EOY$4,832,877EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,235,783BOYAmt
EOY$651,808EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$98,595,379LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$53,097,639LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$60,140,239BOYAmt
EOY$45,497,740EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$21,841,596BOYAmt
EOY$17,258,065EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$37,232,742BOYAmt
EOY$32,479,626EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$537,217,099BOYAmt
EOY$677,736,231EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$733,424,453BOYAmt
EOY$860,803,156EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$58,149,127BOYAmt
EOY$66,745,404EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,350BOYAmt
EOY$7,425EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$365,616,059BOYAmt
EOY$468,955,694EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$423,773,536BOYAmt
EOY$535,708,523EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$309,650,917BOYAmt
EOY$325,094,633EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$309,650,917BOYAmt
EOY$325,094,633EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$733,424,453BOYAmt
EOY$860,803,156EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$15,443,716ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$0NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,011,795OtherCostOrOtherBasisAmt
Book Value$11,011,795BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,893,453OtherCostOrOtherBasisAmt
Depreciation$1,118,025DepreciationAmt
Book Value$8,775,428BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$38,001,893OtherCostOrOtherBasisAmt
Depreciation$24,488,040DepreciationAmt
Book Value$13,513,853BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,480,450OtherCostOrOtherBasisAmt
Depreciation$27,491,574DepreciationAmt
Book Value$6,988,876BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,207,788OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$5,207,788BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$45,497,740TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
Due From Affiliates$653,827,512
Right-of-Use OP. Lease Assets$19,707,805
Right-of-Use Finance Lease$117,563
Workers Compensation Receivable$512,320
Other Assets$3,571,031
FieldValueIRS element (for citing)
Total Book Value Other Assets$677,736,231TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Due to Affiliates$442,441,626
Right-of-Use OP. Lease Liabilities$25,465,922
Self-Insurance Liabilities$1,048,146
FieldValueIRS element (for citing)
Total Liability$468,955,694TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteFormAndLineReferenceDesc
ExplanationTHE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2024 (WHICH INCLUDES CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER (THE "CENTER"), CITY OF HOPE MEDICAL FOUNDATION (THE "FOUNDATION"), AND BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (THE "INSTITUTE") (COLLECTIVELY, THE "OBLIGATED GROUP"); THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES ("TGEN"); SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC ("SCRO"); ACCESSHOPE, LLC ("AH"); STEPHENSON PANCREATIC CANCER RESEARCH, LLC (SPCR); AND COH HOLDCO INC. ("HOLDCO"), THE PARENT OF CANCER TREATMENT CENTERS OF AMERICA ENTITIES ("CTCA ENTITIES") (COLLECTIVELY, THE "AFFILIATED GROUP"). THESE ENTITIES REPRESENT THE CONSOLIDATED CITY OF HOPE ORGANIZATION (COLLECTIVELY REFERRED TO AS "CITY OF HOPE")). CITY OF HOPE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. CITY OF HOPE, THE CENTER, THE FOUNDATION, AND THE INSTITUTE ARE EXEMPT FROM CALIFORNIA STATE FRANCHISE AND INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ASC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE CONTAINED IN ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES ACCRUED AS OF SEPTEMBER 30, 2024 OR 2023.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Vincent D Jensen
Director / Chief Executive$351,435$351,434$212,162$212,161$40,316$40,317$55,733$55,732$19,773$19,772$679,419$679,416$25,578$25,578
Vijay Trisal MD
Director & System Chief Clinical Officer$24,176$701,101$10,201$295,833$2,680$77,715$3,751$108,780$1,187$34,430$41,995$1,217,859$1,826$52,961
Edward S Kim
DIRECTOR$0$895,514$0$425,720$0$264,611$0$112,711$0$23,479$0$1,722,035$0$178,246
Jennifer Parkhurst
Former Officer$136,392$545,569$80,007$320,027$96,458$385,833$5,018$20,073$7,951$31,803$325,826$1,303,305$0$0
Cristin J O'Callahan
General Counsel & Corp Secretary$103,476$543,249$67,633$355,074$9,905$52,002$49,432$259,517$5,148$27,028$235,594$1,236,870$11,666$61,246
Jo Ann Escasa-Haigh
Chief Business Officer$192,096$768,383$169,340$677,360$4,500$18,000$24,552$98,207$5,551$22,203$396,039$1,584,153$0$0
Donald J Matthewson
Assistant Treasurer$81,226$324,904$33,946$135,784$10,292$41,168$1,999$7,996$413$1,652$127,876$511,504$0$0
Kevin Manemann
EVP & Chief Integration Offcr$174,204$522,612$164,316$492,947$5,625$16,875$25,017$75,051$4,766$14,297$373,928$1,121,782$0$0
Robert W Stone
President & CEO$138,742$1,932,032$147,311$2,051,361$14,285$198,919$109,062$1,518,723$2,650$36,897$412,050$5,737,932$46,175$643,008
Debra F Fields
Exec VP & Chief Transformation Ofc$184,215$736,861$136,114$544,454$20,552$82,208$69,330$277,318$7,494$29,974$417,705$1,670,815$40,555$162,219
Mark Hulse
Chief Digital Officer$159,761$639,043$100,658$402,634$16,253$65,011$5,318$21,274$3,143$12,572$285,133$1,140,534$0$0
Kristin Bertell
Chief Philanthropy Officer$21,849$633,610$17,257$500,460$2,363$68,533$9,214$267,194$1,283$37,210$51,966$1,507,007$4,952$143,601
Marcellus R Van Den Brink MD PhD
Pres COH LA & NMC & Chf Phys Exec$18,301$250,500$46,900$616,400$4,650$61,118$10,667$141,719$351$4,666$80,869$1,074,403$0$0
Harlan Alcon Levine
Pres, Hlth Innovation & Policy$195,927$872,767$149,177$664,517$19,577$87,206$66,072$294,321$7,911$35,242$438,664$1,954,053$42,985$191,478
Annette M Walker
President of COH OC Cancer Ctr$91,258$821,322$111,745$1,005,708$14,380$129,419$30,789$277,100$3,548$31,933$251,720$2,265,482$20,407$183,660
Michael A Caligiuri MD
President & Phys-in-Chief, NMC - UNTIL 10/16/2023$61,848$556,635$164,506$1,480,550$4,429$39,864$2,023$18,209$960$8,643$233,766$2,103,901$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelMEDICAL FOUNDATION PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planCITY OF HOPE HAS A NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B) (III). PRIOR TO VESTING, THE ANNUAL CONTRIBUTION AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING CALENDAR YEAR 2023, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: Debra Fields - $35,501 Mark Hulse - $28,478 Vincent Jensen - $15,127 Edward Kim - $84,759 Donald Matthewson - $10,014 Robert Stone - $59,965 Vijay Trisal - $17,540 Annette Walker - $27,726
Schedule J, Part I, Line 7 Non-fixed paymentsCITY OF HOPE MEDICAL FOUNDATION'S EXECUTIVES AND CERTAIN KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO ORGANIZATIONAL KEY PERFORMANCE INDICATORS AND INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF 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 BASED ON THE PARTICIPANT'S PRIMARY AREA(S) OF RESPONSIBILITY, WITH ORGANIZATIONAL KEY PERFORMANCE INDICATORS WEIGHTED FROM 70 PERCENT TO 90 PERCENT, AND THE INDIVIDUAL OBJECTIVES WEIGHTED FROM 10 PERCENT TO 30 PERCENT. THE AIP IS UNDER THE CONTROL OF, AND ADMINISTERED BY, THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY, IN ITS DISCRETION, CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THE FOLLOWING CIRCUMSTANCES (CANCELLATION POLICY): A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OF MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2023 WAS PAID IN CALENDAR YEAR 2023 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). THE MEDICAL FOUNDATION ALSO HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN 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 PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 9) RAN FROM OCTOBER 1, 2020 THROUGH SEPTEMBER 30, 2023 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 10 RUNS FROM OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY THE MEDICAL FOUNDATION AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE PLAN DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2023, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI PLAN IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED PREVIOUSLY. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED A PAYOUT OF PLAN CYCLE 9 LTI INCENTIVES (OCTOBER 1, 2020 THROUGH SEPTEMBER 30, 2023) IN DECEMBER 2023. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II).

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 1 ORGANIZATION'S MISSIONCITY OF HOPE'S MISSION IS TO PROVIDE MEDICAL CARE AND TREATMENT AS PART OF A COORDINATED HEALTH CARE DELIVERY SYSTEM IN SOUTHERN CALIFORNIA. THE MEDICAL FOUNDATION PROVIDES THESE SERVICES FOR TREATING, ATTEMPTING TO CURE, AND CURING PERSONS WITH CANCER, DIABETES AND OTHER LIFE-THREATENING DISEASES. THE MEDICAL FOUNDATION PROVIDES THESE SERVICES TO CERTAIN PATIENTS THROUGH CHARITY CARE ASSISTANCE FOR PATIENTS MEETING CERTAIN FINANCIAL ELIGIBILITY AND CLINICAL CRITERIA AND TO PERSONS WITHOUT INSURANCE OR WHO ARE UNDERINSURED. ALL SELF-PAY AND UNINSURED PATIENTS WHO DO NOT QUALIFY FOR CHARITY CARE UNDER THE MEDICAL FOUNDATION'S CHARITY CARE PROGRAM ARE OFFERED SERVICES THROUGH THE MEDICAL FOUNDATION 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 FOUNDATION ALSO SUBSIDIZES CARE FOR PATIENTS COVERED BY MEDI-CAL AND MEDICARE. THE MEDICAL FOUNDATION WAS ALSO FORMED TO CONDUCT OR PARTICIPATE IN MEDICAL AND SCIENTIFIC INVESTIGATIONS AND RESEARCH INTO SUCH DISEASES; AND TO PROMOTE AND CARRY ON EDUCATIONAL ACTIVITIES RELATED TO THE HEALTH AND WELL-BEING OF THE SICK AND DISABLED. THE MEDICAL FOUNDATION IS PART OF AN INTEGRATED SYSTEM THAT COMBINES BENCH AND CLINICAL RESEARCH ACTIVITIES DIRECTLY WITH PATIENT CARE, IN BOTH IN-PATIENT AND OUT-PATIENT SETTINGS. THIS INTEGRATED SYSTEM, KNOWN AS CITY OF HOPE, COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, ACCESSHOPE, LLC, COH HOLDCO INC, WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX) SOUTHEASTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPEATLANTA) AND MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO).
Form 990, Part V, Line 2a COMMON PAYMASTER ARRANGEMENTMOST OF CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES, AS WELL AS A FEW OF ITS HIGHEST COMPENSATED EMPLOYEES, PROVIDE SERVICES TO MORE THAN ONE CITY OF HOPE ENTITY, AND MANY OF THEM PROVIDE SERVICES TO ALL OF THE ENTITIES. FOR A NUMBER OF THESE CONCURRENTLY EMPLOYED INDIVIDUALS, THE ENTITIES HAVE DESIGNATED THE MEDICAL CENTER AS A "COMMON PAYMASTER" DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME, EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF CITY OF HOPE ENTITIES BASED ON THE INDIVIDUAL'S ESTIMATE OF THEIR TIME SPENT IN AND FOR EACH ENTITY. AS "COMMON PAYMASTER", THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE COMBINED PAYCHECK AND ONE FORM W-2.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsWILLIAM BOSWELL, M.D., RAVI SALGIA, M.D., RANDY TAPLITZ, M.D., AND MARY CIANFROCCA, D.O. - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholdersCITY OF HOPE (FEIN: 95-3435919) IS THE SOLE CORPORATE MEMBER OF THE MEDICAL FOUNDATION.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyCITY OF HOPE, AS THE SOLE CORPORATE MEMBER OF THE MEDICAL FOUNDATION, HAS THE POWER TO APPOINT INDIVIDUALS TO THE BOARD OF DIRECTORS OF THE MEDICAL FOUNDATION IN ACCORDANCE WITH THE PROCEDURES SET FORTH IN THE MEDICAL FOUNDATION'S BYLAWS. ADDITIONALLY, CITY OF HOPE MEDICAL GROUP, INC., AN UNRELATED, FOR-PROFIT CORPORATION, HAS THE ABILITY TO NOMINATE AND APPOINT PHYSICIAN MEMBERS TO THE BOARD OF DIRECTORS. THE PRESIDENT OF THE MEDICAL GROUP SERVES EX-OFFICIO AS A VOTING MEMBER OF THE BOARD OF DIRECTORS, AND THE TWO OTHER PHYSICIAN MEMBERS APPOINTED BY THE MEDICAL GROUP MUST EITHER MEET CERTAIN CRITERIA AS SPECIFIED IN THE BYLAWS OF THE MEDICAL FOUNDATION OR HAVE BEEN APPROVED BY THE SOLE CORPORATE MEMBER, CITY OF HOPE.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersCERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF THE MEDICAL FOUNDATION, INCLUDING: BORROWING MONEY IN THE NAME OF THE MEDICAL FOUNDATION OR UTILIZING PROPERTY OWNED BY THE MEDICAL FOUNDATION AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO THE MEDICAL FOUNDATION EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF THE MEDICAL FOUNDATION; 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 FOUNDATION; 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; MAKE ANY LOAN, INVESTMENT, TRANSFER OR DISPOSITION OF ANY ASSETS OF THE MEDICAL FOUNDATION OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES BEHALF OF THE MEDICAL FOUNDATION OTHER THAN FOR FAIR CONSIDERATION AND 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 ACTIONS 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 FOUNDATION; SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS; MERGER AND ITS PRINCIPAL TERMS (AND ANY AMENDMENT TO THOSE TERMS); DISSOLUTION OF THE CORPORATION; ADOPTION OF OPERATING AND CAPITAL BUDGETS; ACQUISITIONS AND CAPITAL EXPENDITURES MEETING A CERTAIN FINANCIAL THRESHOLD; BORROWINGS, GUARANTIES, LOAN, AND BOND ISSUANCE MEETING A CERTAIN FINANCIAL THRESHOLD; CREATION OF A NEW (OR ACQUISITION OF A CONTROLLING INTEREST IN AN EXISTING) CORPORATION, PARTNERSHIP OR LIMITED LIABILITY COMPANY; AND ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES.
Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing bodyTHE MEDICAL FOUNDATION HAD NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyA COPY OF THE FORM 990 IS REVIEWED BY THE RISK, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF THE MEDICAL FOUNDATION. THE FORM 990 INFORMATION IS COMPILED BY THE TAX TEAM AND PROVIDED TO EY, AN EXTERNAL ACCOUNTING FIRM, FOR THE PREPARATION OF FORM 990, WHICH IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND EXTERNAL PARTICIPANTS, INCLUDING EY, AND RETAINED OUTSIDE TAX COUNSEL. PRIOR TO FILING, THE MEDICAL FOUNDATION FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW.
Form 990, Part VI, Line 12c Conflict of interest policyALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS MEMBERS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEW OF CONFLICT DISCLOSURES ARE MADE BY THE GENERAL COUNSEL AND CHIEF ETHICS AND COMPLIANCE OFFICER AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CLASSIFICATION OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS, AND MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION-MAKING PROCESS RELATING TO BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. AS PART OF A CONFLICT MANAGEMENT PLAN, MONITORING TRANSACTIONS FOR CONFLICTS OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES AGAINST TRANSACTIONS. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE CITY OF HOPE MEDICAL FOUNDATION BOARD, IS RESPONSIBLE FOR APPROVING COMPENSATION OF THE TOP MANAGEMENT OFFICIAL WHERE THE PROPOSED COMPENSATION EXCEEDS CERTAIN THRESHOLDS ESTABLISHED BY THE COMMITTEE. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE CASH COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTOR'S OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. 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 ON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR THE TOP MANAGEMENT OFFICIAL IN DECEMBER WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTHE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE") PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE CITY OF HOPE MEDICAL FOUNDATION BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF, OR ESTABLISHING COMPENSATION LEVELS FOR TOTAL COMPENSATION CONSISTENT WITH CITY OF HOPE'S COMPENSATION PHILOSOPHY, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE CASH COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTOR'S OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. 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 ON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS IN DECEMBER TO SET COMPENSATION LEVELS, OR WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE, COMPENSATION FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL.
Form 990, Part VI, Line 19 Required documents available to the publicTHE MEDICAL FOUNDATION'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 FOUNDATION'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC.
Form 990, Part VII, Section B, Line 1, Column (C) Compensation Paid to Independent ContractorsIT IS POSSIBLE THAT A PORTION OF THE AMOUNTS REPORTED FOR CONSTRUCTION SERVICES INCLUDE REIMBURSEMENT FOR EXPENSES, IN ADDITION TO AMOUNTS PAID FOR SERVICES. HOWEVER, THE AMOUNTS ARE NOT DISTINGUISHABLE FROM ONE ANOTHER.
Form 990, Part VII, Section A, Line 1a, Column (B) AVERAGE HOURS PER WEEK DEVOTEDFULL 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 DEVOTED 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 2024. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD FIVE REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2024.
Form 990, Part IX, Line 11g Other FeesPurchased Services - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 98406671, Fundraising Expenses: 0; Consulting & Management Fees - Total Expense: 23828415, Program Service Expense: 16929588, Management and General Expenses: 6898827, Fundraising Expenses: 0; Registry & Staffing Fees - Total Expense: 3634654, Program Service Expense: 2582345, Management and General Expenses: 1052309, Fundraising Expenses: 0;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Beckman Research Institute of the City of Hope
1450 East Duarte RoadDuarteCA91010953432210ResearchCA501(c)(3)4City of HopeYes (true)
City of Hope
1500 East Duarte RoadDuarteCA91010953435919FundraisingCA501(c)(3)7NAfalse
City of Hope National Medical Center
1500 East Duarte RoadDuarteCA91010951683875HospitalCA501(c)(3)3City of HopeYes (true)
COH HoldCo Inc
1500 East Duarte RoadDuarteCA91010873651176SupportDE501(c)(3)Type III-FICity of HopeYes (true)
Midwestern Regional Medical Center Inc
1500 East Duarte RoadDuarteCA91010362510771HospitalIL501(c)(3)3COH Holdco IncYes (true)
Southeastern Regional Medical Center Inc
1500 East Duarte RoadDuarteCA91010264572436HospitalGA501(c)(3)3COH Holdco IncYes (true)
The Translational Genomics Research Institute
445 N 5th Street Suite 600PhoenixAZ85004753065445ResearchAZ501(c)(3)7City of HopeYes (true)
The Translational Genomics Research Institute Foundation
445 N 5th Street Suite 120PhoenixAZ85004331092191FundraisingAZ501(c)(3)7TGENYes (true)
Western Regional Medical Center Inc
1500 East Duarte RoadDuarteCA91010320197974HospitalAZ501(c)(3)3COH Holdco IncYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
AccessHope LLC
1500 East Duarte RoadDuarteCA91010842818450Oncology SupportDENAN/A
Southern California Radiation Oncology LLC
1500 East Duarte RoadDuarteCA91010364887584Radiation OncologyDECOHMFRelated-$906,422$53,092,136falsefalse0.501
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
City of Hope National Medical Center
C$8,000,000BOOK
City of Hope National Medical Center
L$46,407,764BOOK
City of Hope National Medical Center
M$15,006,410BOOK
City of Hope National Medical Center
O$18,816,548BOOK
City of Hope National Medical Center
P$89,901,406BOOK
City of Hope National Medical Center
Q$121,538,487BOOK
Southern California Radiation Oncology LLC
M$22,536,006BOOK