2025-08-18T11:34:33+00:00 2024-09-30 346565596 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE IRVINE CA 92612 990 2023-10-01 320197974 WESTERN REGIONAL MEDICAL CENTER INC WEST 6262564673 1500 East Duarte Road Duarte CA 91010 Kevin Tulipana President 6262564673 2025-08-18 true true Kara Adams P00023315 9497942300 2025-08-01 2023 2025-03-06 01:10:19Z City of Hope Phoenix Kevin Tulipana 1500 East Duarte Road Duarte CA 91010 159339175 false X cancercenter.com/locations/phoenix X 2022 AZ TO PROVIDE COMPASSIONATE MEDICAL CARE TO PEOPLE WITH CANCER, DIABETES AND OTHER LIFE-THREATENING ILLNESSES AND TRANSFORMING THE FUTURE OF CANCER CARE BY UNIFYING THE BRANCHES OF BIOMEDICAL RESEARCH, TREATMENT AND ACADEMIA. 9 9 551 58 0 0 13175 0 148605670 158387872 13618 18783 695958 932520 149328421 159339175 0 3484260 0 0 38451436 73182737 0 0 0 96310498 128519349 134761934 205186346 14566487 -45847171 104846188 99808190 13561177 39818896 91285011 59989294 TO PROVIDE COMPASSIONATE MEDICAL CARE TO PEOPLE WITH CANCER, DIABETES AND OTHER LIFE-THREATENING ILLNESSES AND TRANSFORMING THE FUTURE OF CANCER CARE BY UNIFYING THE BRANCHES OF BIOMEDICAL RESEARCH, TREATMENT AND ACADEMIA. false false 178614572 3484260 158387872 PATIENT CARE: CITY OF HOPE PHOENIX 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 CITY OF HOPE PHOENIX 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. CITY OF HOPE PHOENIX 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. 178614572 true false false false false false false false false true false false false true true false true false false false false false false false false true true true false true false false false false false false false false false false false false false true true true false false true 0 0 551 true false false false false false false false false false false false false X 9 9 true false false false true true true true false false false true true true true true true true true false X Yvette Tremonti 6262564673 1500 East Duarte Road Duarte CA 91010 Glenn D Steele Jr MD PhD Director & Chair of the Board 2.0 6.0 X X 0 0 0 Barbara Bruser CFA Director 2.0 6.0 X 0 0 0 Morgan Chu Esq Director 2.0 11.0 X 0 0 0 Philip Fasano Director 2.0 6.0 X 0 0 0 Ronald L Sargent Director/ Vice Chair 2.0 8.0 X 0 0 0 Selwyn Isakow Director 2.0 10.0 X 0 0 0 Steven B Fink Director 2.0 8.0 X 0 0 0 Suzanne Vautrinot Director 2.0 8.0 X 0 0 0 William J Post Director 2.0 8.0 X 0 0 0 Cristin J O'Callahan General Counsel & Corp Secretary 3.0 58.0 X 56567 1074772 341125 Kevin Tulipana Market President - Phoenix 60.0 0 X 566130 0 39884 Yvette Tremonti Treasurer/Chief Financial Officer 3.0 58.0 X 0 0 24162 Alan Bryce Chief Clinical Officer 60.0 0 X 200288 0 1433 Debra F Fields Exec VP & Chief Transformation Ofc 3.0 57.0 X 85220 1619184 384116 Jeffrey Siupik Chief Operating Officer, Site 60.0 0 X 430141 0 7181 Kevin Manemann EVP & Chief Integration Offcr 6.0 54.0 X 137658 1238921 119131 Mark Hulse Chief Digital Officer 3.0 57.0 X 69168 1314192 42307 Robert W Stone President & CEO 3.0 57.0 X 224132 4258518 1667332 Sarah Cossette VP, Patient Care Services 60.0 0 X 281407 0 26115 William Laing VP, Finance 60.0 0 X 288120 0 17742 Harlan Alcon Levine Pres, Hlth Innovation & Policy 3.0 57.0 X 99459 1889712 403546 Jo Ann Escasa-Haigh Chief Business Officer 3.0 57.0 X 73187 1756492 150513 Kristin Bertell Chief Philanthropy Officer 2.0 58.0 X 41469 1202603 314901 Vijay Trisal MD System Chief Clinical Officer 2.0 58.0 X 37057 1074649 148148 Vincent D Jensen Syst Chf Exec - Med Fndtn & Phys Svcs 3.0 57.0 X 60391 1147434 151010 Jennifer Parkhurst FORMER OFFICER 0.0 60.0 X 0 1564286 64845 Philip Okala Former Key Employee. 0.0 60.0 X 0 877700 14345 2650394 19018463 3917836 87 false true false D3 ONCOLOGY INC 5930 CORNERSTONE CRT W STE 300 SAN DIEGO CA 92121 TEMPORARY CLINICAL SERVICES 1517330 VAYA WORKFORCE SOLUTIONS LLC 5750 Centre Avenue Suite 500 Pittsburgh PA 15206 TEMPORARY CLINICAL SERVICES 1333294 G2MQ CONSULTING CORP 3123 Millbrook Cir Stillwater MN 55082 Consulting Services 472095 SCRIBEAMERICA LLC 20900 NE 30th Ave Aventura FL 33180 Administrative Temp Services 278138 INSIGHT GLOBAL LLC 3161 Michelson Dr Unit 1000 Irvine CA 92612 Administrative Temp Services 258598 6 0 Net Patient Revenue 621110 158386722 158386722 Other Exempt Function Revenue 621110 1150 1150 0 0 0 0 158387872 18783 18783 0 0 0 0 Cafeteria Sales 900099 739327 739327 Misc Revenue 900099 193193 193193 0 0 0 0 932520 159339175 158387872 0 951303 3484260 3484260 2568507 2105611 462896 52160928 42760490 9400438 983853 806543 177310 14636562 11998762 2637800 2832887 2322344 510543 735181 555856 179325 337478 337478 12302857 9557108 2745749 0 1359649 911660 447989 3539748 2738650 801098 499653 377778 121875 1575476 1056374 519102 5289354 3546571 1742783 70723 47421 23302 1826522 1594506 232016 7690029 6125146 1564883 990727 664294 326433 Pharmaceuticals 68165331 68165331 Medical Supplies & Equipment 15479723 15479723 Repairs & Maintenance 7361678 3447685 3913993 Other Expenses 960224 643841 316383 334996 224618 110378 0 205186346 178614572 26571774 0 139589 358780 0 0 0 0 23766655 27673324 0 0 0 0 0 0 5007827 6643034 640922 761491 73662469 12772742 40286688 60889727 0 0 0 0 0 35004507 3481834 104846188 99808190 10611290 12874277 0 0 0 0 0 0 0 0 0 0 0 0 2035887 2981878 914000 23962741 13561177 39818896 X 91285011 59989294 0 0 0 0 0 91285011 59989294 104846188 99808190 -45847171 14551454 0 X false true X true false X 7297790 7297790 3844403 422469 3421934 31764504 3744811 28019693 18325415 8605462 9719953 12430357 0 12430357 60889727 0 Right-of-Use Operating Lease 429500 Estimated Third-Party Payor Settlements 265062 Due to Affiliates 23268179 23962741 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 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. true true X true X false true true true false false 795976 0 795976 0.0039 153259000 159499000 0 0.0 0 0.0 0 0 154054976 159499000 795976 0.0039 0 0.0 210113 210113 0.0010 0 0.0 807363 323878 483485 0.0024 0 0.0 0 0 1017476 323878 693598 0.0034 0 0 155072452 159822878 1489574 0.0073 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 false 35547476 51927376 -16379900 X true true 1 1 Western Regional Medical Center Inc 14200 WEST CELEBRATE LIFE WAY Goodyear AZ 85338 https://www.cityofhope.org/locations/phoenix/ SH4529 X X Short-term Specialty Hospital Western Regional Medical Center Inc 1 false true true X X X X X X X X X 23 true false false true X cityofhope.org/locations/phoenix/phoenix-cancer-center X true 23 true cityofhope.org/locations/phoenix/phoenix-cancer-center false true X 200.0 0.0 X X X true true X X X true X cancercenter.com/locations/phoenix/financial-assistance X cancercenter.com/locations/phoenix/financial-assistance X cancercenter.com/locations/phoenix/financial-assistance X X X X X X true X false X X X true X false false Schedule H, Part V, Section B, Line 2 ON FEBRUARY 1, 2022, COH HOLDCO, A NONPROFIT DELAWARE CORPORATION OF WHICH CITY OF HOPE ("COH", EIN 95-3435919)-A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, EXEMPT FROM FEDERAL TAXATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE- IS THE SOLE CORPORATE MEMBER, PURCHASED 100% OF THE OUTSTANDING MEMBERSHIP INTERESTS OF THE CTCA ENTITIES AND CERTAIN INTELLECTUAL PROPERTY RIGHTS USED OR HELD FOR USE IN THEIR RESPECTIVE BUSINESSES, INCLUDING THE HOSPITAL. AT THE TIME OF ACQUISITION, THE HOSPITAL WAS ORGANIZED AS AN ARIZONA LIMITED LIABILITY COMPANY. THE HOSPITAL FILED A STATEMENT OF CONVERSION EFFECTIVE OCTOBER 1, 2022 INCLUDING ARTICLES OF INCORPORATION REPLACING ITS ARTICLES OF ORGANIZATION, IN ORDER TO BECOME AN ARIZONA NONPROFIT CORPORATION. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX). HAVING RECEIVED OUR NON-PROFIT, TAX-EXEMPT STATUS ON OCTOBER 1, 2022, CITY OF HOPE PHOENIX BEGAN THE PROCESS OF CONDUCTING A CHNA BEGINNING IN THE FALL OF 2023. THE CHNA AND IMPLEMENTATION STRATEGY HAS BEEN ADOPTED BY THE BOARD OF CITY OF HOPE PHOENIX ON 05/17/24 AND 9/13/24 RESPECTIVELY. THE CHNA AND IMPLEMENTATION STRATEGY OUTLINES THE RESULTS OF THESE ASSESSMENTS AND STRATEGIES BUT HAVE NO BEARING ON FISCAL YEAR 2024. PRIMARY DATA: The first round of community data collection occurred in the fall of 2019 and involved a community survey as well as a series of focus groups. MCDPH contracted with ASU SIRC to conduct the focus group analysis. In response to the severe changes in the community health landscape due to the COVID-19 pandemic, a supplemental survey and focus group cycle was conducted in the summer of 2021. Both data sources are included in this assessment to provide a robust evaluation of community needs, both before and during the pandemic. MCDPH 2019 Community Health Needs Assessment Focus Groups A total of 52 focus groups were conducted between August 2018 and December 2019 with medically underserved populations across Maricopa County, including youth in the third and final cycle. The groups consisted of specific ethnic groups: (1) African Americans, (2) Native Americans, (3) Congolese, (4) Hispanics and (5) Filipinos. Other groups represented were: (6) homeless populations; (7) Lesbian, Gay, Bisexual, Transgender and Questioning (LGBTQ) persons, (8) veterans, (9) migrant seasonal farmworkers; (10) people who've been incarcerated; (11) people in rural communities; (12) new parents and (13) parents of children with special health care needs. The focus group design and execution proceeded through five phases: (1) initial review of literature, (2) focus group discussion guide development, (3) focus group recruitment, (4) focus group data collection, and (5) report writing and presentation of findings. Focus group participants were asked to complete a survey that assessed a variety of factors that could have an important impact on individual and community health and quality of life. These were mainly closed-ended questions to augment the focus group discussions. The focus group data were analyzed and organized thematically to highlight prevalent ideas across the groups as well as surprising/unique responses from particular focus groups. MCDPH 2021 COVID-19 Impact Community Health Needs Assessment Focus Groups Between February and June 2021, a series of 33 focus groups were conducted which included 186 participants across various community regions, service providers, and individual residents to better understand the impact of COVID-19 on Maricopa County residents. Focus groups helped to identify and address health needs, resource allocation and long-term services needed for COVID-19 response efforts. Members of the community representing subgroups, defined as groups with unique attributes (race/ethnicity, age, sex, culture, lifestyle or residents of a particular area of Maricopa County), were recruited to participate in focus groups. A standard protocol was used for all focus groups to understand the experiences of these community members as they relate to the impact of COVID-19 on Maricopa County residents. In all, a total of 33 focus groups were conducted with 186 community members from five geographic Maricopa County locations based on the following groups: (1) older adults, (2) African Americans, (3) Hispanics/Latinos, (4) Native Americans, (5) Asian Americans, (6) ethnic minority young adults, (7) LGBTQ persons, (8) veterans, (9) new parents, (10) parents of young children and (11) refugees. The focus groups explored the topics of COVID-19 impact, barriers, concerns, messaging, trust in public health, vaccine intent, vaccine choices and vaccine hesitancy. Participants also spent a great deal of time discussing health care, obstacles to care, access to food, financial well-being and quality of life. To complement the focus groups, 158 respondents (most but not all of whom participated in the focus groups) completed an online anonymous questionnaire that asked about COVID-19 concerns, social determinants of health, medical trust, and mental and physical health. Participants discussed declines in mental and physical health, barriers to the vaccine, as well as vaccine hesitancy and confusion. Suggestions were offered for messages and for who would influence their vaccine decisions, noting that one size does not fit all. The focus group data were analyzed and organized thematically to highlight prevalent ideas across the groups as well as surprising/unique responses from particular focus groups. 2019 Maricopa County Community Survey Between February and June 2019, MCDPH collected community surveys from residents and professionals within Maricopa County. This survey was part of the Maricopa County Community Health Needs Assessment (CCHNA) designed to identify priority health issues, resources, and barriers to care within the Maricopa County through a community-driven process known as Mobilizing for Action through Planning and Partnerships (MAPP). A total of 22 survey questions were included and organized by the following sections: Physical and Mental Health, Health Care and Living Expenses, Barriers and Strengths of the Community, and Health and Wellness of the Community. The survey questionnaire was originally developed by the National Association of County and City Health Officials (NACCHO). The survey was modified from its original version by members of the Synapse Coalition, the HIPMC and MCDPH staff. Response options were expanded from the original format to include additional health issues and social determinants of health. The questionnaire was provided on a digital platform using Qualtrics in addition to a paper format. All surveys were provided in English and Spanish. There was minimal request for additional language translations, so MCDPH worked with partners who were able to assist individuals as translators to complete the survey. The goal for the community survey was 15,000 responses; however, once all data was cleaned to ensure usability a total of 11,893 surveys were collected from community residents ages 14 and above. The digital survey was sent out via extensive community partner networks throughout Maricopa County including internal programs, hospital/health care systems, municipalities, school districts and social media. The survey was widely publicized with community and health care partners prior to March 1, 2019, to secure presence at community events and provide online advertisement to redirect individuals to the survey. 2021 Maricopa County COVID-19 Community Impact Survey COVID-19 was declared a global pandemic in March of 2020, and this set off a series of drastic changes to everyday life for residents of Maricopa County. From May to July 2021, MCDPH mobilized data collection resources and community partnerships to explore how COVID-19 had impacted residents. This COVID-focused survey was part of the CCHNA designed to identify priority health issues, resources, and barriers to care. Survey questions were grouped into the following sections: Demographics, Physical and Mental Health, Health Care and Living Expenses, COVID-19 Impact on Employment, Barriers, Strengths, Health Conditions, Community Issues, Survey Usability and Other Noteworthy COVID-19 Experiences. The questionnaire was primarily provided on a digital platform using Alchemer and was provided in 13 languages (Arabic, Burmese, Chinese, English, French, Kinyarwanda, Korean, Lao, Spanish, Swahili, Tagalog, Thai and Vietnamese). The 2021 survey was based off NACCHO's Example Community Health Survey. The survey was modified from its original version by members of the Synapse Coalition, the HIPMC and MCDPH staff. Additional questions and response options were added and modified from the original format to assess the impact of COVID-19 on Maricopa County residents and explore additional health issues and social determinants of health. Free response questions were analyzed through a thematic analysis. A codebook was developed inductively based on the response data, and key themes were identified with the consensus of the MCDPH community impact team and epidemiology team. At least 50% of the collected responses from each region in Maricopa County were analyzed and coded with key themes, totaling 2,186 responses analyzed. Key themes were ranked by frequency. Schedule H, Part V, Section B, Line 5 Facility , 2 Facility , 2 - WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX) (CONTINUED). With the intention of increasing survey data collection by 25% compared to the previous cycle, MCDPH set a goal to collect 15,000 surveys in 2021. MCDPH partnered with an extensive network of community-based organizations and health care partners to collect 14,380 community surveys from residents and professionals within Maricopa County. The MCDPH team wanted to ensure diverse community representation and that the survey provided insight from all regions (Northeast, Northwest, Central, Southeast and Southwest) of the county. MCDPH collaborated with several community-based organizations to provide stipends from $2,000 to $5,000 to support survey translation, distribution and completion, social media outreach via networks, purchase of incentives for survey completion, and administrative expenses. 2023 Maricopa County Community Survey Beginning in spring 2022, MCDPH initiated preparations for the 2023 CHNA data collection cycle with guidance from Synapse. From March to June 2023, MCDPH spearheaded data collection. MCDPH began conducting a thorough data validation and analysis process in October 2023, with results expected in summer 2024. MCDPH is using the recently released MAPP 2.0 framework for analysis and reporting to continue the cycle of timely and relevant community feedback. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX). As a specialty hospital, City of Hope is not required to address issues outside its focus. However, we recognize that social determinants of health and root causes of health disparities are closely linked to cancer and diabetes risk factors. Therefore, we will ensure our language and programming prioritize the most vulnerable populations. We will adhere to the Five Core Principles to guide all programs and services, ensuring we remain focused on communities with the greatest unmet health needs. Conclusion City of Hope is committed to being a good steward of the community we serve. Our community benefit process, similar to the spoke-and-hub approach, empowers each department to manage its own planning and delivery of programs and services. The Community Benefit Department will serve as the central hub for collecting all reportable work, providing structure and guidance throughout the year. At the end of the fiscal year, this department, in collaboration with internal stakeholders, will compile the yearly report for the community. City of Hope is dedicated to strengthening relationships with community partners and continually seeks ways to meet the needs of our vulnerable residents. We aim to maximize collaborations and create sustainable change, making positive contributions alongside other hospitals, organizations, schools, churches, and government entities in our service area. 3 City of Hope Cancer Care Gilbert 3530 S Val Vista Drive Suite C204 Gilbert AZ 85297 Outpatient Cancer Treatment Center City of Hope Cancer Care North Phoenix 2915 W Rose Garden Lane Phoenix AZ 85027 Outpatient Cancer Treatment Center City of Hope Cancer Care Tatum Ridge 11209 North Tatum Blvd Suite B200 Phoenix AZ 85028 Outpatient Cancer Treatment Center Schedule H, Part VI, Line 7 THE ORGANIZATION RECEIVED TAX EXEMPT STATUS EFFECTIVE ON 10/1/2022. THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY WERE APPROVED BY THE CITY OF HOPE PHOENIX BOARD 05/17/24 AND 9/13/24 RESPECTIVELY. Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance Schedule H, Part I, Lines 7a-7d - Financial Assistance and Means-Tested Government Programs THE AMOUNTS REPORTED IN THIS SECTION WERE DETERMINED USING COST ACCOUNTING METHODOLOGY THAT CAPTURES THE TRUE COST OF TREATING PATIENTS. THESE AMOUNTS INCLUDE BOTH DIRECT AND INDIRECT COSTS AND INCLUDES ALL PATIENT AND PAYOR SEGMENTS SUCH AS INPATIENT AND OUTPATIENT, PRIVATE INSURANCE, MANAGED CARE, MEDICARE, MEDICAID, OTHER INSURERS, AND THE UNINSURED OR UNDERINSURED. EXCLUDING THE EFFECTS OF THE PROGRAM ON FISCAL YEAR 2024 SCHEDULE H, PART I, LINE 7B, COLUMN (E) NET COMMUNITY BENEFIT EXPENSE WOULD HAVE BEEN EQUAL TO $14,144,523 OR 6.89 % OF TOTAL EXPENSE. CITY OF HOPE PHOENIX CONTINUES TO MAINTAIN A STRONG COMMITMENT TO CARING FOR ALL MEMBERS OF THE COMMUNITY, ESPECIALLY THE VULNERABLE. SCHEDULE H, PART I, LINES 7E-7F - COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFIT OPERATIONS AND HEALTH PROFESSIONS EDUCATION COMMUNITY HEALTH IMPROVEMENT ACTIVITIES, COMMUNITY BENEFIT OPERATIONS, AND HEALTH PROFESSIONS EDUCATION WERE BASED ON ACTUAL OR ESTIMATED STAFF HOURS AND SALARIES DEVOTED TO THESE ACTIVITIES DURING YEAR 2024, WHICH WAS DETERMINED BASED ON DATA REPORTED BY VARIOUS CITY OF HOPE PHOENIX DEPARTMENTS. SCHEDULE H, PART I, LINE 7H - RESEARCH - RESEARCH COSTS WERE DETERMINED USING A DIRECT COST METHODOLOGY AND APPLYING A FEDERALLY APPROVED INDIRECT COST RATE. DIRECT COSTS INCLUDE SALARIES, WAGES AND BENEFITS, SUPPLIES, MATERIALS AND SERVICES RENDERED IN THE PERFORMANCE OF RESEARCH ACTIVITIES SPONSORED THROUGH CITY OF HOPE PHOENIX. DIRECT OFFSETTING REVENUES ARE THOSE REVENUES SUPPORTING THE RESEARCH ACTIVITIES. SCHEDULE H, PART I, LINE 7I - CASH AND IN-KIND CONTRIBUTIONS FOR COMMUNITY BENEFIT CATHOLIC HOSPITAL ASSOCIATION OF UNITED STATES (CHA) GUIDELINES FROM 2022 WERE USED TO DETERMINE WHETHER ACTIVITIES ARE QUALIFIED AS COMMUNITY BENEFITS. Schedule H, Part II Community Building Activities HAVING RECENTLY COMPLETED THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IMPLEMENTATION STRATEGY FOR FY2024, CITY OF HOPE PHOENIX IS ENTERING FY2025 WITH A RENEWED FOCUS ON ESTABLISHING THE COMMUNITY BENEFIT ADVISORY COUNCIL. THIS INCLUDES ENGAGING COMMUNITY MEMBERS TO COLLABORATIVELY IDENTIFY ACTIONABLE SOLUTIONS FOR PRIORITIZED HEALTH NEEDS AND DEEPENING PARTNERSHIPS THAT DRIVE SUSTAINABLE COMMUNITY IMPACT. AS WE MOVE FORWARD, OUR COMMITMENT REMAINS CLEAR: TO FOSTER INCLUSIVE, COMMUNITY-DRIVEN INITIATIVES THAT PROMOTE HEALTH EQUITY AND LONG-TERM WELL-BEING ACROSS THE REGIONS WE SERVE. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount CITY OF HOPE PHOENIX'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 PHOENIX'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, 2024. THE ADOPTION OF ASU 2014-09 HAD NO MATERIAL IMPACT ON CITY OF HOPE PHOENIX'S PATIENT RECEIVABLES. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote CITY OF HOPE PHOENIX'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 PHOENIX '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, 2024. THE ADOPTION OF ASU 2014-09 HAD NO MATERIAL IMPACT ON CITY OF HOPE PHOENIX'S PATIENT RECEIVABLES. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs 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 33 OF THE NATION'S LEADING CANCER CENTERS THAT DEFINE AND SET NATIONAL STANDARDS FOR CANCER CARE - STANDARDS THAT ARE MADE AVAILABLE TO PATIENTS AND PHYSICIANS. NCCN MEMBER INSTITUTIONS ADVANCE CANCER PREVENTION, SCREENING, DIAGNOSIS AND TREATMENT THROUGH EXCELLENCE IN BASIC AND CLINICAL RESEARCH. CITY OF HOPE AND OTHER NCCN PARTNERS ENHANCE THE EFFECTIVENESS AND EFFICIENCY OF CANCER CARE DELIVERY THROUGH THE ON-GOING COLLECTION, SYNTHESIS AND ANALYSIS OF OUTCOME DATA. GIVEN THE INSTITUTION'S FOCUS ON CANCER AND THE HIGHER INCIDENCE OF CANCER AMONG ADULTS 65 AND OLDER, City of Hope Phoenix TREATS A HIGH PROPORTION OF MEDICARE PATIENTS. THAT FACT, COMBINED WITH THE HIGH COST OF COMPLEX CARE, MEANS THAT City of Hope Phoenix BEARS SIGNIFICANT UNREIMBURSED MEDICARE EXPENSES. RECOGNIZING City of Hope Phoenix's EXTRAORDINARY CONTRIBUTIONS TO CANCER CARE, RESEARCH, EDUCATION AND POPULATION HEALTH, City of Hope Phoenix'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, City of Hope Phoenix INCURS ADDITIONAL COSTS IN THE TREATMENT OF MEDICARE PATIENTS FOR WHICH MEDICARE EXCLUDES FROM THE CALCULATION OF ALLOWABLE COSTS. THIS AMOUNT TOTALED APPROXIMATELY $4,185,120 FOR FISCAL YEAR 2024 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 City of Hope Phoenix INCURS FOR MEDICARE PATIENTS TOTALED APPROXIMATELY $20,565,020. City of Hope Phoenix 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 City of Hope Phoenix's TOTAL PATIENT DAYS. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance 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 CITY OF HOPE PHOENIX 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 CITY OF HOPE PHOENIX'S POLICY IN WRITING AND THE CHARITY CARE POLICY IS INCORPORATED BY REFERENCE IN COLLECTION CONTRACTS WITH SUCH AGENCIES. CITY OF HOPE PHOENIX RECEIVES WRITTEN ASSURANCES FROM THESE AGENCIES THAT THEY WILL ADHERE CITY OF HOPE PHOENIX'S STANDARDS. Schedule H, Part V, Section B, Line 16a FAP website - Western Regional Medical Center, Inc.: Line 16a URL: cancercenter.com/locations/phoenix/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - Western Regional Medical Center, Inc.: Line 16b URL: cancercenter.com/locations/phoenix/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - Western Regional Medical Center, Inc.: Line 16c URL: cancercenter.com/locations/phoenix/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY WERE APPROVED BY THE CITY OF HOPE PHOENIX BOARD 05/17/24 AND 9/13/24 RESPECTIVELY. IN FY2025, CITY OF HOPE PHOENIX WILL CREATE INFRASTRUCTURE, INCLUDING OVERSIGHT, TO MANAGE AND SUSTAIN ALL COMMUNITY BENEFIT PROGRAMMING AND REPORTING THAT ARE ALIGNED WITH THE IMPLEMENTATION STRATEGY. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance CITY OF HOPE PHOENIX IS COMMITTED TO BUILDING AWARENESS OF THE FINANCIAL ASSISTANCE POLICY THROUGH A VARIETY OF MECHANISMS INCLUDING BUT NOT LIMITED TO: VISIBLE SIGNAGE WITHIN CITY OF HOPE PHOENIX (SUCH AS POSTERS OR NOTICES IN KEY ADMITTING AND REGISTRATION AREAS, POINT OF SERVICE BROCHURES IN WAITING AREAS); CITY OF HOPE PHOENIX'S WEBSITE; IN ROUTINE, WRITTEN NOTIFICATION GIVEN AT THE TIME OF ADMISSION TO CITY OF HOPE PHOENIX; AND IN BILL STATEMENTS SHOWING OUTSTANDING PATIENT SELF-PAY BALANCES. ALL NOTICES WILL INCLUDE A TOLL-FREE NUMBER AND INFORMATION ON HOW TO ACCESS A CITY OF HOPE PHOENIX FINANCIAL REPRESENTATIVE. CITY OF HOPE PHOENIX WILL ALSO PROVIDE A PAPER OR ELECTRONIC COPY OF THIS FINANCIAL ASSISTANCE POLICY UPON REQUEST. Schedule H, Part VI, Line 4 Community information City of Hope Phoenix serves residents across Maricopa County with specialty treatment and care, therefore Maricopa County is defined as City of Hope Phoenix's Primary Service Area (PSA). In this report, data will be provided for City of Hope Phoenix's PSA (Maricopa County) which represents the zip codes where more than 75% of City of Hope Phoenix's patients reside. Assessment, Process, and Methods Health needs for City of Hope Phoenix were identifiedthrough the review of combined analysis, including primary and secondary data sources. Primary data sources include the 2019 and 2021 community surveys and focus groups conducted by MCDPH. The first round of community data collection occurred in the fall of 2019 and included a community survey and focus groups. In response to the severe changes in the community health landscape due to the COVID-19 pandemic, a supplemental survey and focus group cycle were conducted in the summer of 2021. In both rounds of data collection, focus groups prioritized recruitment of underrepresented and underserved populations to identify community concerns and assets. Secondary data sources include health and social indicators from local, state, and national sources that encompass health outcomes, economic factors, health behaviors, physical environment and health care delivery. Priority Health Needs The identified significant community needs were prioritized with input from interviews and focus groups with community stakeholders. Significant Health Needs Top priorities were determined through a cross-sectional assessment of population data, community survey and focus group data, and City of Hope Phoenix mission and resources.To determine magnitude and severity of potential needs, health indicators identified in the secondary data collection were measured against benchmark state data, ranked among comparable indicators, and evaluated for trends over time. Health indicators substantially higher than benchmark data were considered to have met the magnitude or severity criteria. A total of 32 health and social indicators were established in collaboration with City of Hope Phoenix. Community members across Maricopa County were asked to identify and validate "highest impact" community and health issues through surveys, focus groups, and key informant interviews. MCDPH cross-referenced input from the community with Primary Service Area specific population data to identify issues of significance at both the population- and individual- level. Through a series of presentations and conversations with City of HopePhoenix, the Synapse and HIPMC Coalitions, and community health leaders interpreted the multimodal data through the lens of their organization's mission and scope of influence. - Mental and Behavioral Illness and Substance Use - Chronic Disease - Cancer - Health Behaviors - Access to Health Care - Social Determinants of Health On July 9, 2024 seven community members joined the Maricopa County Health Department's Synapse team and City of Hope staff in reviewing the significant needs identified in the recent Community Health Needs Assessment (CHNA). The Synapse Team led both the data presentation and the prioritization process. Using the Prioritization Criteria above and the Menti app, community members were asked to rate, on a scale of 1 to 4, the importance the believed the data to impact based on Population Data, Community Expressed Need, Practicality and Partners Alignment. Data was analyzed live and a list of the six identified needs was presented. The stakeholders were then asked to validate a final list of four. This required robust discussions around the six indicators and eventually resulted in the four listed below. 2024 Stakeholder Prioritized Health Needs Ranked Health Needs: 1. Mental Health 2. Social Determinants of Health 3. Cancer 4. Access to Care During the strategy discussion, led by City of Hope, the community members noted that by addressing any one of these issues, we could also tackle many others, given the interconnectedness between root causes and conditions; including the two that did not make the top four, health behaviors and social determinants of health. They also emphasized the need for partnerships. "When we get the right people at the table, we will encumber the resources needed to address programs." Bringing to light the desire for sustainability between all efforts. Schedule H, Part VI, Line 5 Promotion of community health CITY OF HOPE PHOENIX ("THE HOSPITAL") OFFERS MEDICAL CARE LIMITED TO SPECIAL CONDITIONS UNLIKELY TO NECESSITATE EMERGENCY CARE AND THEREFORE DOES NOT MAINTAIN AN EMERGENCY ROOM; NEVERTHELESS, THE HOSPITAL WILL OPERATE FOR THE BENEFIT OF ITS COMMUNITY. THE HOSPITAL INTENDS TO USE SURPLUS FUNDS FROM ITS ANNUAL INCOME TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND ITS FACILITIES, OR ADVANCE ITS MEDICAL TRAINING, EDUCATION, AND RESEARCH PROGRAMS. CONTROL OF THE HOSPITAL RESTS WITH ITS BOARD OF DIRECTORS, WHICH IS COMPOSED OF INDEPENDENT CIVIC LEADERS WHO SIT ON THE BOARD OF THE HOSPITAL'S PARENT ORGANIZATION, COH HOLDCO INC.-A SUPPORTING ORGANIZATION THAT MEETS THE REQUIREMENTS OF SECTION 509(A)(3). IN THE FUTURE, THE HOSPITAL MAY RECEIVE DISTRIBUTIONS OF FUNDS FROM COH HOLDCO. Schedule H, Part VI, Line 6 Affiliated health care system CITY OF HOPE PHOENIX IS PART OF THE CITY OF HOPE SYSTEM, WHICH IS A WORLD-RENOWNED PIONEER IN CANCER RESEARCH, TREATMENT AND PREVENTION. THE CITY OF HOPE SYSTEM SERVES CLOSE TO 160,000 PATIENTS EACH YEAR AND INCLUDES A NATIONAL CANCER INSTITUTE- DESIGNATED COMPREHENSIVE CANCER CENTER IN LOS ANGELES COUNTY, CALIFORNIA; A NEW STATE-OF- THE-ART CANCER CENTER IN ORANGE COUNTY, CALIFORNIA WHICH OPENED IN 2022; AN EXPANSION IN 2022 WITH THE ACQUISITION OF NEW CANCER CENTERS IN ARIZONA, ILLINOIS AND GEORGIA; AND 35+ CLINICAL NETWORK LOCATIONS. MOREOVER, CITY OF HOPE HAS BEEN RANKED AS ONE OF THE NATION'S BEST HOSPITALS IN CANCER BY U.S. NEWS & WORLD REPORT FOR SEVENTEEN CONSECUTIVE YEARS. THE EXPANSION OF THE CITY OF HOPE SYSTEM ACROSS MULTIPLE STATES HAS MADE ITS LEADING-EDGE RESEARCH AND TREATMENT ACCESSIBLE TO MORE PATIENTS AND COMMUNITIES ACROSS THE COUNTRY. TO FURTHER DELIVER OPTIMAL CARE TO AND ENHANCE THE HEALTH OF THE LOCAL COMMUNITIES IT SERVES, THE CITY OF HOPE SYSTEM HAS FOSTERED UNIQUE RELATIONSHIPS WITH THOSE LOCAL COMMUNITIES, INCLUDING THROUGH PARTNERSHIPS AND OTHER COLLABORATIVE EFFORTS. OVER THE COURSE OF THE NEXT YEAR, THE CITY OF HOPE SYSTEM WILL USE THE COMMUNITY HEALTH NEEDS ASSESSMENTS AND IMPLEMENTATION STRATEGY TO DESIGN INNOVATIVE PROGRAMMING WHICH SEEKS TO FURTHER IMPROVE COMMUNITY HEALTH, ENHANCE WORKFORCE DEVELOPMENT, BUILD COMMUNITY, SUPPORT HEALTH CARE AND RESEARCH, DEVELOP EDUCATIONAL AND TRAINING PROGRAMS, AND PROMOTE EQUITABLE ACCESS TO CANCER CARE. Schedule H, Part VI, Line 7 State filing of community benefit report AZ true COH HoldCo Inc 1500 East Duarte Road Duarte CA 91010 873651176 501(C)(3) 3484260 OPERATING SUPPORT 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds CITY OF HOPE EXISTS TO FINANCIALLY SUPPORT ITS OPERATING SUBSIDIARY ORGANIZATIONS, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, COH HOLDCO INC., WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX), SOUTHEASTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE ATLANTA), AND MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO) IN FURTHERING INNOVATIVE RESEARCH AND CANCER TREATMENT. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND COH HOLDCO INC., AND COH HOLDCO INC., IS THE SOLE CORPORATE MEMBER OF WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX), SOUTHEASTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE ATLANTA), AND MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO). CITY OF HOPE MONITORS THE ACTIVITIES OF THESE SUBSIDIARY ORGANIZATIONS TO ENSURE THEY ARE FULFILLING THEIR PATIENT CARE AND RESEARCH MISSIONS AND TO ENSURE THEY ARE OPERATING IN ACCORDANCE WITH THE FUNDRAISING AND GRANT MAKING ACTIVITIES OF CITY OF HOPE. X true true X X X X X X false true false false false false false true false Jennifer Parkhurst FORMER OFFICER 0 681961 0 400034 0 482291 0 25091 0 39754 0 1629131 0 0 Cristin J O'Callahan General Counsel & Corp Secretary 32337 614388 21135 401572 3095 58812 15447 293502 1609 30567 73623 1398841 3646 69266 Kevin Tulipana Market President - Phoenix 396269 0 169861 0 0 0 13200 0 26684 0 606014 0 0 0 Philip Okala Former Key Employee. 0 687050 0 0 0 190650 0 0 0 14345 0 892045 0 0 Kevin Manemann EVP & Chief Integration Offcr 69682 627134 65726 591537 2250 20250 10007 90061 1906 17157 149571 1346139 0 0 Robert W Stone President & CEO 103538 1967236 109934 2088738 10660 202544 81389 1546396 1977 37570 307498 5842484 34459 654724 Debra F Fields Exec VP & Chief Transformation Ofc 46054 875022 34028 646540 5138 97622 17332 329316 1873 35595 104425 1984095 10139 192635 Mark Hulse Chief Digital Officer 39940 758864 25165 478127 4063 77201 1330 25262 786 14929 71284 1354383 0 0 Sarah Cossette VP, Patient Care Services 210000 0 71407 0 0 0 11256 0 14859 0 307522 0 0 0 William Laing VP, Finance 214143 0 73977 0 0 0 11661 0 6081 0 305862 0 0 0 Jeffrey Siupik Chief Operating Officer, Site 309733 0 120408 0 0 0 0 0 7181 0 437322 0 0 0 Alan Bryce Chief Clinical Officer 100288 0 100000 0 0 0 1433 0 0 0 201721 0 0 0 Kristin Bertell Chief Philanthropy Officer 21849 633610 17257 500460 2363 68533 9214 267194 1283 37210 51966 1507007 4952 143601 Vijay Trisal MD System Chief Clinical Officer 24176 701101 10201 295833 2680 77715 3751 108780 1187 34430 41995 1217859 1826 52961 Harlan Alcon Levine Pres, Hlth Innovation & Policy 53435 1015259 40685 773009 5339 101444 18020 342373 2158 40995 119637 2273080 11723 222739 Jo Ann Escasa-Haigh Chief Business Officer 38419 922060 33868 812832 900 21600 4910 117849 1110 26644 79207 1900985 0 0 Vincent D Jensen Syst Chf Exec - Med Fndtn & Phys Svcs 35143 667726 21216 403107 4032 76601 5573 105892 1977 37568 67941 1290894 2558 48599 Schedule J, Part I, Line 1a First-class or charter travel CITY OF HOPE PHOENIX PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Certain individuals participated in City of Hope's NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PRIOR TO VESTING, THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. FOR CALENDAR YEAR 2023, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: Debra Fields - $35,501 Mark Hulse - $28,478 Vincent Jensen - $15,127 Robert Stone - $59,965 Vijay Trisal - $17,540 Schedule J, Part I, Line 7 Non-fixed payments WESTERN REGIONAL MEDICAL CENTER, INC ("CITY OF HOPE PHOENIX")'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). ADDITIONALLY, CITY OF HOPE HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN EXECUTIVES WHICH IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 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 CITY OF HOPE 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). Form 990, Part III, Line 1 Organization's Mission Western Regional Medical Center, Inc. ("City of Hope Phoenix") IS PART OF AN INTEGRATED SYSTEM KNOWN AS CITY OF HOPE THAT COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESSHOPE, LLC, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, Midwestern Regional Medical Center, Inc. (City of Hope Chicago) Southeastern Regional Medical Center, Inc. (City of Hope Atlanta) and COH HoldCo Inc. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Ronald Sargent and Suzanne Vautrinot - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders COH HOLDCO INC. (FEIN: 87-3651176) IS THE SOLE CORPORATE MEMBER OF WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX)(THE "HOSPITAL"). Form 990, Part VI, Line 7a Members or stockholders electing members of governing body COH HOLDCO INC., AS THE SOLE CORPORATE MEMBER OF THE HOSPITAL, ELECTS THE HOSPITAL'S BOARD OF DIRECTORS. ADDITIONALLY, COH HOLDCO INC. HAS THE POWER TO APPOINT DIRECTORS TO THE BOARD WHEN VACANCIES ARISE AND MAY ALSO REMOVE ANY DIRECTOR(S) FROM OFFICE, WITH OR WITHOUT CAUSE. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, COH HOLDCO, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF CITY OF HOPE PHOENIX, INCLUDING: BORROWING MONEY IN THE NAME OF CITY OF HOPE PHOENIX OR UTILIZING PROPERTY OWNED BY CITY OF HOPE PHOENIX AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO CITY OF HOPE PHOENIX EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY CITY OF HOPE PHOENIX 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 CITY OF HOPE PHOENIX; 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 CITY OF HOPE PHOENIX OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF CITY OF HOPE PHOENIX 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 CITY OF HOPE PHOENIX; SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS; MERGER AND ITS PRINCIPAL TERMS (AND ANY AMENDMENT TO THOSE TERMS); DISSOLUTION OF THE CORPORATION; ADOPTION OF OPERATING AND CAPITAL BUDGETS; ACQUISITIONS AND CAPITAL EXPENDITURES MEETING A CERTAIN FINANCIAL THRESHOLD; BORROWINGS, GUARANTIES, LOAN, AND BOND ISSUANCE MEETING A CERTAIN FINANCIAL THRESHOLD; CREATION OF A NEW (OR ACQUISITION OF A CONTROLLING INTEREST IN AN EXISTING) CORPORATION, PARTNERSHIP OR LIMITED LIABILITY COMPANY; AND ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body A COPY OF THE HOSPITAL'S FORM 990 IS REVIEWED BY THE RISK, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE PHOENIX, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF CITY OF HOPE. 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 FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR THEIR REVIEW. Form 990, Part VI, Line 12c Conflict of interest policy ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS MEMBERS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. THE REVIEW OF THE ANNUAL CONFLICT DISCLOSURE FORMS IS PERFORMED BY CITY OF HOPE'S CHIEF COMPLIANCE OFFICER AND CITY OF HOPE'S GENERAL COUNSEL, WHO ARE RESPONSIBLE FOR IDENTIFYING ANY ACTUAL OR PERCEIVED CONFLICTS, FORMULATING A CONFLICT MANAGEMENT PLAN, AND COMMUNICATING THE RESULT TO THE MEMBER AND TO THE BOARD OR COMMITTEE CHAIR, AS APPLICABLE. IF A NEW INTEREST OR ACTIVITY ARISES AFTER AN INDIVIDUAL SUBMITS THE DISCLOSURE FORM, THE MEMBER MUST UPDATE THE DISCLOSURE FORM WITHIN 30 DAYS OF RECEIVING/UNDERTAKING THE NEW INTEREST OR COMMITMENT. THE BOARD AND BOARD COMMITTEE CHAIR(S) ARE RESPONSIBLE FOR THE REVIEW AND MANAGEMENT OF ALL CONFLICTS OF INTEREST DISCLOSED TO THEM, OR OF WHICH THEY ARE AWARE. IF THE BOARD OR BOARD COMMITTEE CHAIR(S) ARE UNSURE OF HOW TO MANAGE A PARTICULAR CONFLICT OF INTEREST, THEY MUST SEEK THE ASSISTANCE OF CITY OF HOPE'S CHIEF COMPLIANCE OFFICER AND CITY OF HOPE'S GENERAL COUNSEL. 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 DECISIONMAKING 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. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE CITY OF HOPE PHOENIX BOARD, IS RESPONSIBLE FOR APPROVING COMPENSATION OF 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 COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR THE 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 employees THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE") PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE CITY OF HOPE PHOENIX BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF, OR ESTABLISHING COMPENSATION LEVELS FOR TOTAL COMPENSATION CONSISTENT WITH CITY OF HOPE'S COMPENSATION PHILOSOPHY, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS IN DECEMBER TO SET COMPENSATION LEVELS, OR WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE, COMPENSATION FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. Form 990, Part VI, Line 19 Required documents available to the public THE HOSPITAL'S ARTICLES OF INCORPORATION ARE AVAILABLE ONLINE VIA THE ARIZONA CORPORATION COMMISSION'S WEBSITE. THE HOSPITAL'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. THE HOSPITAL IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF CITY OF HOPE, WHICH ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND THE HOSPITAL'S CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER. Form 990, Part VII, Section A AVERAGE HOURS DEVOTED REPORTED IN COLUMN (B) FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED ON FORM 990, PART VII, SECTION A, COLUMN (B), BY AN ESTIMATE OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE AVERAGE HOURS REPORTED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD FOUR REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2024. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD FIVE REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2024. Beckman Research Institute of the City of Hope 1450 East Duarte Road Duarte CA 91010 953432210 Research CA 501(c)(3) 4 City of Hope true City of Hope 1500 East Duarte Road Duarte CA 91010 953435919 Fundraising CA 501(c)(3) 7 NA false City of Hope Medical Foundation 1500 East Duarte Road Duarte CA 91010 274803222 Healthcare CA 501(c)(3) 3 City of Hope true City of Hope National Medical Center 1500 East Duarte Road Duarte CA 91010 951683875 Hospital CA 501(c)(3) 3 City of Hope true COH HoldCo Inc 1500 East Duarte Road Duarte CA 91010 873651176 Support DE 501(c)(3) Type III-FI City of Hope true Midwestern Regional Medical Center Inc 1500 East Duarte Road Duarte CA 91010 362510771 Hospital IL 501(c)(3) 3 COH HoldCo true Southeastern Regional Medical Center Inc 1500 East Duarte Road Duarte CA 91010 264572436 Hospital GA 501(c)(3) 3 COH HoldCo true The Translational Genomics Research Institute 445 N 5th Street Suite 600 Phoenix AZ 85004 753065445 Research AZ 501(c)(3) 7 City of Hope true The Translational Genomics Research Institute Foundation 445 N 5th Street Suite 120 Phoenix AZ 85004 331092191 Fundraising AZ 501(c)(3) 7 TGEN true Southern California Radiation Oncology LLC 1500 East Duarte Road Duarte CA 91010 364887584 Radiation Oncology DE NA N/A ACCESSHOPE LLC 1500 EAST DUARTE ROAD DUARTE CA 91010 842818450 ONCOLOGY SUPPORT DE NA N/A false true false false false false false false false false false false false false true false false false true COH Holdco S 70733358 BOOK COH Holdco B 3484260 book